{"topic":{"aliases":["HBM","HBM2","HBM2E","HBM3","HBM3E","HBM4","HBM4E","zHBM"],"definition":"HBMと明示された積層メモリとその世代。DRAM一般への意味的な自動展開はしない。","exclusion_examples":["XHBM","HBMfuture"],"id":"top_94212174-be67-4183-9024-638c93ddb07c","label":"HBM","review_status":"approved","slug":"hbm","visibility":"public"},"analysis_manifest":{"article_count":273,"date_kind":"source_date","default_layers":["body"],"input_sha256":"15081ebadb6b9f0bbda3b4d96030b640c77c60ce51cac7dbecca3f9fc2ca98d9","matching":"literal-ascii-boundary-v1","occurrence_count":17909,"registry_revision":"topics-20260909-v1","registry_sha256":"f2ad4501536f3aa67adc37c32ead38e4d10f0061df7f5e9825e212d7e8195a8c","representative_policy":"preferred-then-newest-axis-date-then-revision-id","representative_revision_ids":["rev_00217178-ae5e-4e98-87ca-c35048af1ca4","rev_00d1c34c-80fd-4fe8-a270-80c223bb2b4a","rev_0145dd0c-e5b3-47ff-82d6-760d54d9f1e5","rev_01c4b1d1-a854-4507-a2d7-bcf6b40fafd5","rev_01fd9ef5-e950-489e-8feb-7c8ac4a60ef9","rev_02adfd14-3d0d-45ef-8656-fd05494af55e","rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","rev_062b5267-073b-4a05-943e-d019dd2ff413","rev_069f7cc4-0ca9-44ca-b711-fdfd84413ec4","rev_098e8803-5806-4df3-818d-ad62b9126a33","rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","rev_0c0f759a-91cf-4045-9394-3cfb56b32f62","rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","rev_0e531107-4090-4b2f-8e19-16fe4d32d8d6","rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","rev_0ee327e2-ecfe-42e6-b337-fce8abbe7b71","rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","rev_11f7264b-855b-41d8-b760-87dbfa630e9f","rev_120b7405-aefc-4d5d-a68b-9713613e3e1f","rev_1246df84-dae2-49be-ab7b-94b8c8902078","rev_12eaaf24-14fe-4445-936b-b81ef492d19d","rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6","rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","rev_17f0f08f-aee1-41a1-8c07-82badf2b6a4f","rev_19d3384e-c9c8-4b8b-95ae-a78bbc4dfb8d","rev_1c3b81f6-696c-4d69-acf7-ad589032ce63","rev_1f682c1d-2f63-48dc-adba-614831c2986b","rev_20f6e19f-c172-4e63-83ab-04729ac80c82","rev_214b9034-b7c9-47c2-b4c9-4fc2638813c2","rev_217016cb-4b97-4b15-993e-73dded8489d4","rev_22aef441-7204-418b-912b-8ab0253992f3","rev_24eb030e-0590-42b8-bd89-6a25a4dfc487","rev_25c19733-e8bf-4666-a96e-91917803878b","rev_27743cb0-aee7-439b-a5dd-1faac0292586","rev_2774a11f-f3af-4056-8394-07f7d1934023","rev_282f1fea-deeb-4d6f-9a0c-8692cfb1a953","rev_2886f620-b098-4a80-b860-f8f5887df0f8","rev_28e52d32-205e-4601-9fe8-535cce2d0600","rev_2b771286-9bc4-45c0-b45d-6524baf27996","rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","rev_2e5b712c-b120-4b45-91dd-33e6758666be","rev_2ed1383f-5c73-49bd-bd5b-f19deda1814c","rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_3510f3d4-8673-4b01-866a-65778298be5c","rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","rev_35ce45f7-18dc-4fd9-90f1-01040dfe8822","rev_3621f98d-f1b9-4e97-9c8a-8b259cfd31c3","rev_37ec6023-d760-4f21-887c-7dd94c473806","rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e","rev_3989a234-8600-4663-ab00-476b08c605fb","rev_3a0c2381-6516-49a0-8369-32f5729cb14f","rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","rev_402559ee-01e9-43f3-a0e9-719e30746fc3","rev_41b829bc-1306-4c10-bde5-69fe204ccdda","rev_434ed8d3-8167-4144-9b6e-d003da6dda05","rev_436a17f2-f4bc-4abf-9295-931f16cf8b77","rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","rev_45773254-bafb-490e-9237-765416121418","rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e","rev_4802c0fb-3eae-453b-96d2-1237f0009713","rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","rev_492b3784-61d6-42d8-89f4-cc60f4e9fd8e","rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","rev_4ca9ee61-40e0-44b0-b0b2-ae6a2fe89483","rev_4e53aa79-ce5f-4aa2-98c8-4c3907adff98","rev_4eb110b8-6300-4d37-befb-7de1200dd0be","rev_50433108-0fcd-4480-baf4-ded8ba26f963","rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","rev_513cc5f0-bfa3-418a-9ecc-cd67eca8bae6","rev_52f347f2-d9b8-4a26-9ce4-2327ec8b1606","rev_53605de4-06cc-4e0b-9bc9-21f393408c0a","rev_5387a515-478b-41ca-82a3-5b54af988fd1","rev_54b154f3-ea9f-45e9-b38b-a16c54ca3e2b","rev_5603783d-df89-4ab1-ba77-c8a24ace4a7b","rev_5654920a-cd90-43da-a8fe-5f2be4ea39a2","rev_57810a5f-315e-49a7-ac85-72cc27e35eff","rev_57995821-c471-42b5-ae3a-f989b7bd06f5","rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","rev_58752a3b-195a-41cc-8958-cd8cfd050b53","rev_58ce9d38-659d-4774-8af9-ad372c9118b9","rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37","rev_5bf9454f-9956-42b9-a29c-ae99782c33c0","rev_5c1381d3-461d-40ab-acea-997127510f6e","rev_5cb295dd-df59-4d28-9799-42065461c569","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_5ed1cac5-83cc-4660-89c7-643aae40960d","rev_5f26a1f6-b168-4ccd-846e-67adf1ebb1ed","rev_5f44b55a-c37f-42cf-ac49-298da914a87a","rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","rev_5fc9a8c3-fa36-450a-855b-5bacf1d29317","rev_613ae834-139d-4833-bf7c-b55be0e9eeed","rev_61f118e1-20e7-486f-b830-cae804dd9f14","rev_62acaca2-fec9-4724-be08-6ebd3c061f93","rev_62e618a7-0275-4409-b9ab-02dd2c6efcc6","rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","rev_65271768-1b9c-4fbd-a486-d503b37eaf9a","rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f","rev_66313feb-6eff-400e-94b9-3dd889eabe3e","rev_66a2ef4a-c9ce-47fa-ab34-8488c1c4a0f1","rev_6833af82-b753-4666-97ac-54dbe13aa888","rev_6abb0df2-b5a4-4f1c-8f48-a346d6d0f247","rev_6cb909ec-1291-4cbb-a768-f72123829d08","rev_6df99190-0de3-49d8-bd02-b36337a4cef8","rev_6e29e2ed-0ec1-4cab-83c2-87be4ab75459","rev_6e3e8ec6-6ae2-401c-8fc1-8950e3d50982","rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","rev_6ff58ff4-ea8b-4857-b59f-8d06717c0a72","rev_70df7bb7-127f-4402-9374-f897f873bafb","rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","rev_7396edc2-fd8c-4b93-977f-078edd450a0d","rev_73f07a40-b588-4fa6-bf2b-2880462e214c","rev_749a1ec0-4ee6-4025-8b2d-a10bb57af52e","rev_76f1af81-4d71-4404-b543-111d11af5928","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_793e83db-98e9-4062-b995-36674ef0d72b","rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","rev_7c1050fa-5c27-4fd6-9c61-c1d193e47a98","rev_7cb9ce1e-1af9-43d5-a7ec-083ddf3b94e9","rev_7cf42fcc-1956-4694-a0b6-5eaa9be5c284","rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","rev_7e52a252-3f2f-4e13-882c-c5b500b829e6","rev_7e9f4f38-6cc1-469d-80f9-4c49b3218c00","rev_7f54400c-aa33-4bcd-9786-34216d309dbd","rev_7fd87260-401e-4d9b-830d-373e2a334bb7","rev_80d42ebf-f1b0-4ab9-b821-aee0e7e2f91a","rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","rev_836cf14e-02eb-4d08-a272-e6bd43d37605","rev_84581296-2906-4b8b-9a12-fe071bf83ea5","rev_84a77d25-ab82-4d74-abb1-c248dd75257f","rev_8705ec47-1e2c-4dfb-8675-524d967cf38f","rev_8860e14e-5f63-4d5e-96e7-c6adf255fab0","rev_89aecdf6-89fd-445d-a71c-7e189e82904d","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_8b1f5dca-c040-4a1f-8ef8-530daabc764c","rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608","rev_8e69c4b3-4a90-4a4f-82f9-c2a31d24c009","rev_8eb03ce9-cad9-4ba7-91d6-90dffd2302fa","rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","rev_90fb7b96-f10b-43df-a612-0c23e8a50740","rev_91468364-fe9d-4ab5-a6dc-f203e89bc64a","rev_92ff5158-6c34-4526-ab02-c8db8332951f","rev_9330c0a6-6c9f-45f7-a40e-ddd1678a57a2","rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8","rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","rev_94f3d3d6-6b52-4f98-89a0-318fe428f5cb","rev_95caf703-1af5-4160-8de6-deb2db4fd572","rev_977092a4-68df-47ac-8de2-4e66567c8a95","rev_978a573f-a66b-4a38-a224-585006c8af2c","rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","rev_9837730a-23c0-4e0d-a5e1-2380a69d4e4e","rev_98f85497-697b-4917-aabc-df1485131d9b","rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","rev_9aac70a0-728a-45dc-987d-4481ba985249","rev_9ae4d311-bf43-4bb1-a7b5-36a5649efc7c","rev_9af30ed5-ec26-4204-9f65-58324ee5fba5","rev_9af8ea2d-dc2b-4fe3-8d67-94ae163703d8","rev_9c10c6f9-4055-4591-a368-74112c253a08","rev_9c5027f1-2e2c-4822-806a-1af541073d79","rev_9d4ead97-69cb-4ce7-8223-0346945539b2","rev_9da93714-e603-4ed0-af29-80871392e458","rev_a165cefe-658c-456f-b164-71170f172e7c","rev_a199924e-5c69-4344-bb57-0e0a36cda082","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_a3e10132-4b92-414d-8744-acbeb6f0b294","rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","rev_a4cce969-13d1-46b4-be66-954788627617","rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","rev_a5f2e4f8-4c18-4276-9d40-0da44bdaf811","rev_a749fcdf-8155-46e9-a466-83e867886a08","rev_a7a31edb-fca0-444e-a98f-ec173bf09f49","rev_a8af9681-d20e-4553-871e-1d7168015faf","rev_aab224dc-97dc-43c0-914b-533064f4189a","rev_ab4f5176-8f1e-4e27-b35d-2fb8a238f62c","rev_abe6b561-f51c-4549-a97f-aab2b725492e","rev_ae55c104-d140-4064-adf1-726fae29a7f3","rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab","rev_afc88027-978f-428a-a597-dd5d129dc441","rev_b228986a-43e7-4e2b-8b16-758283d367bc","rev_b2b3d0ef-110d-4922-9a0e-428ef8b5692a","rev_b3e4b97a-1876-4168-a934-44077c4ff1df","rev_b6c084d1-ef6b-49f0-aaac-9027a92e2705","rev_b6edc214-9757-451b-a1d1-66280e5cb68e","rev_b7b42bee-c256-4842-b2f2-b0052de2eff3","rev_b7bf82be-4005-4e91-9ce8-cf900d5874f0","rev_b8a0343f-f76e-47f4-8c47-4536da944126","rev_ba807781-44a3-4752-b057-ee36fa97b60c","rev_bb9a9bde-af83-422a-9558-c75e6cb1da78","rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","rev_bc9f6006-9722-468f-9c61-028e4f328422","rev_bcca5c5e-94f7-4bf9-b249-187454f09a22","rev_bde0c156-c5e8-4c02-a4c1-11e282359f67","rev_be83f7eb-e1d1-464a-ab3f-1463976bb30a","rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","rev_c1530075-b9e3-4144-b8ce-f6e480c778fa","rev_c1c597d3-818f-4d4d-898d-56a2070b189f","rev_c32517c2-0e67-4292-87c7-24a6f6431091","rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","rev_c4531943-9d29-4fee-b8e9-489be9ffd8be","rev_c49d360e-2b3c-4311-82ad-b78a89fde3e0","rev_c52b79dd-ede0-41f3-8d00-4ec44801ef42","rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","rev_c720ff79-9532-414c-ab0c-c6caec3e9331","rev_c74e591e-d929-42b5-8c6c-04563fae77c3","rev_c7523b3e-3b42-43d4-85e5-774de77f8279","rev_c832f985-caf8-4ac7-bf58-f785e8782922","rev_c86889d8-e5bd-4ef7-bf68-bd8e1e5e636d","rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","rev_c8a89daf-c91d-4b06-8c19-b87b474452c0","rev_c8b19a4c-93eb-4695-8f38-c8166d22cbd9","rev_c950677f-d85d-461a-bf3d-314cf6b08a37","rev_ca87695f-4cf9-40a1-bc61-6a123a71ffe6","rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","rev_cf107e9a-1286-4df3-bd1f-adb77c070354","rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","rev_d05fdc83-690b-49be-9f59-154e0892f912","rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","rev_d567eb31-f37d-4b61-934d-8845386d4709","rev_d6eb7e13-0508-4773-9eb4-6d508aae435f","rev_d8e8cb66-632c-4170-afae-461911315dbd","rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1","rev_d947c628-d0c1-47d0-9fb8-80617b87e696","rev_d9b0587c-4ba2-4d83-849b-d5ed94035f7a","rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","rev_dd9e40ff-7f81-4d3e-81fc-b0ecb0d3e9e5","rev_ddbe7777-4c06-4736-a565-b1f544e649ff","rev_ddc53551-0396-485b-a72e-8b3d5126293f","rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","rev_e37c2cac-91d3-4c94-8599-05fdaabf8b7e","rev_e3f21c07-c5c6-40a4-add2-45c9479bb52a","rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","rev_e5e24c6f-5887-4f16-b03e-081da5340883","rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","rev_e92b8924-c968-4079-83fd-9ace23c895f7","rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","rev_ea63002b-7dc3-43fd-81f6-5b60d7efe1b4","rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","rev_ead2aeb8-4b54-444a-83a1-bbc8187c760e","rev_eb92ff59-a729-4aea-ac3f-9cbb667b2dd4","rev_ec6cc502-640e-4fef-a24c-82386eb57344","rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","rev_eed892a0-f77a-496a-bd60-343ac50f5809","rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","rev_f17ef624-e9fd-49a4-b061-966093172de4","rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","rev_f45cfd6f-625d-4e49-b987-25f79284501d","rev_f487aa08-2568-42ad-85cb-11c258b5b71d","rev_f70f17fc-ae46-4fff-8f02-0ab2953c4604","rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","rev_f7f62641-cc2a-4f5f-806e-af380e2a434d","rev_f862e355-5e8c-48e9-91e7-1f4db4cb6210","rev_f8743e43-af1f-4b5b-8c71-e10b73dc311e","rev_f9e9defb-c22c-436c-840a-c351b48ea9bb","rev_faebe87e-f436-45d0-a928-a0137e76062d","rev_fd06b790-ef4d-4f39-b0f0-a4b5a385a68f","rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280","rev_fd5eeabd-4433-491f-b463-c900cf908355","rev_fdc7bf5f-de99-4168-b2e6-31de0cab9076","rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","rev_ffbdfa80-0e8b-40b5-8765-ba1e5b977d47"],"revision_ids":["rev_00217178-ae5e-4e98-87ca-c35048af1ca4","rev_00d1c34c-80fd-4fe8-a270-80c223bb2b4a","rev_0145dd0c-e5b3-47ff-82d6-760d54d9f1e5","rev_01c4b1d1-a854-4507-a2d7-bcf6b40fafd5","rev_01fd9ef5-e950-489e-8feb-7c8ac4a60ef9","rev_02adfd14-3d0d-45ef-8656-fd05494af55e","rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","rev_062b5267-073b-4a05-943e-d019dd2ff413","rev_069f7cc4-0ca9-44ca-b711-fdfd84413ec4","rev_098e8803-5806-4df3-818d-ad62b9126a33","rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","rev_0c0f759a-91cf-4045-9394-3cfb56b32f62","rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","rev_0e531107-4090-4b2f-8e19-16fe4d32d8d6","rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","rev_0ee327e2-ecfe-42e6-b337-fce8abbe7b71","rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","rev_11f7264b-855b-41d8-b760-87dbfa630e9f","rev_120b7405-aefc-4d5d-a68b-9713613e3e1f","rev_1246df84-dae2-49be-ab7b-94b8c8902078","rev_12eaaf24-14fe-4445-936b-b81ef492d19d","rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6","rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","rev_17f0f08f-aee1-41a1-8c07-82badf2b6a4f","rev_19d3384e-c9c8-4b8b-95ae-a78bbc4dfb8d","rev_1c3b81f6-696c-4d69-acf7-ad589032ce63","rev_1f682c1d-2f63-48dc-adba-614831c2986b","rev_20f6e19f-c172-4e63-83ab-04729ac80c82","rev_214b9034-b7c9-47c2-b4c9-4fc2638813c2","rev_217016cb-4b97-4b15-993e-73dded8489d4","rev_22aef441-7204-418b-912b-8ab0253992f3","rev_24eb030e-0590-42b8-bd89-6a25a4dfc487","rev_25c19733-e8bf-4666-a96e-91917803878b","rev_27743cb0-aee7-439b-a5dd-1faac0292586","rev_2774a11f-f3af-4056-8394-07f7d1934023","rev_282f1fea-deeb-4d6f-9a0c-8692cfb1a953","rev_2886f620-b098-4a80-b860-f8f5887df0f8","rev_28e52d32-205e-4601-9fe8-535cce2d0600","rev_2b771286-9bc4-45c0-b45d-6524baf27996","rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","rev_2e5b712c-b120-4b45-91dd-33e6758666be","rev_2ed1383f-5c73-49bd-bd5b-f19deda1814c","rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_3510f3d4-8673-4b01-866a-65778298be5c","rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","rev_35ce45f7-18dc-4fd9-90f1-01040dfe8822","rev_3621f98d-f1b9-4e97-9c8a-8b259cfd31c3","rev_37ec6023-d760-4f21-887c-7dd94c473806","rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e","rev_3989a234-8600-4663-ab00-476b08c605fb","rev_3a0c2381-6516-49a0-8369-32f5729cb14f","rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","rev_402559ee-01e9-43f3-a0e9-719e30746fc3","rev_41b829bc-1306-4c10-bde5-69fe204ccdda","rev_434ed8d3-8167-4144-9b6e-d003da6dda05","rev_436a17f2-f4bc-4abf-9295-931f16cf8b77","rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","rev_45773254-bafb-490e-9237-765416121418","rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e","rev_4802c0fb-3eae-453b-96d2-1237f0009713","rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","rev_492b3784-61d6-42d8-89f4-cc60f4e9fd8e","rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","rev_4ca9ee61-40e0-44b0-b0b2-ae6a2fe89483","rev_4e53aa79-ce5f-4aa2-98c8-4c3907adff98","rev_4eb110b8-6300-4d37-befb-7de1200dd0be","rev_50433108-0fcd-4480-baf4-ded8ba26f963","rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","rev_513cc5f0-bfa3-418a-9ecc-cd67eca8bae6","rev_52f347f2-d9b8-4a26-9ce4-2327ec8b1606","rev_53605de4-06cc-4e0b-9bc9-21f393408c0a","rev_5387a515-478b-41ca-82a3-5b54af988fd1","rev_54b154f3-ea9f-45e9-b38b-a16c54ca3e2b","rev_5603783d-df89-4ab1-ba77-c8a24ace4a7b","rev_5654920a-cd90-43da-a8fe-5f2be4ea39a2","rev_57810a5f-315e-49a7-ac85-72cc27e35eff","rev_57995821-c471-42b5-ae3a-f989b7bd06f5","rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","rev_58752a3b-195a-41cc-8958-cd8cfd050b53","rev_58ce9d38-659d-4774-8af9-ad372c9118b9","rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37","rev_5bf9454f-9956-42b9-a29c-ae99782c33c0","rev_5c1381d3-461d-40ab-acea-997127510f6e","rev_5cb295dd-df59-4d28-9799-42065461c569","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_5ed1cac5-83cc-4660-89c7-643aae40960d","rev_5f26a1f6-b168-4ccd-846e-67adf1ebb1ed","rev_5f44b55a-c37f-42cf-ac49-298da914a87a","rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","rev_5fc9a8c3-fa36-450a-855b-5bacf1d29317","rev_613ae834-139d-4833-bf7c-b55be0e9eeed","rev_61f118e1-20e7-486f-b830-cae804dd9f14","rev_62acaca2-fec9-4724-be08-6ebd3c061f93","rev_62e618a7-0275-4409-b9ab-02dd2c6efcc6","rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","rev_65271768-1b9c-4fbd-a486-d503b37eaf9a","rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f","rev_66313feb-6eff-400e-94b9-3dd889eabe3e","rev_66a2ef4a-c9ce-47fa-ab34-8488c1c4a0f1","rev_6833af82-b753-4666-97ac-54dbe13aa888","rev_6abb0df2-b5a4-4f1c-8f48-a346d6d0f247","rev_6cb909ec-1291-4cbb-a768-f72123829d08","rev_6df99190-0de3-49d8-bd02-b36337a4cef8","rev_6e29e2ed-0ec1-4cab-83c2-87be4ab75459","rev_6e3e8ec6-6ae2-401c-8fc1-8950e3d50982","rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","rev_6ff58ff4-ea8b-4857-b59f-8d06717c0a72","rev_70df7bb7-127f-4402-9374-f897f873bafb","rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","rev_7396edc2-fd8c-4b93-977f-078edd450a0d","rev_73f07a40-b588-4fa6-bf2b-2880462e214c","rev_749a1ec0-4ee6-4025-8b2d-a10bb57af52e","rev_76f1af81-4d71-4404-b543-111d11af5928","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_793e83db-98e9-4062-b995-36674ef0d72b","rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","rev_7c1050fa-5c27-4fd6-9c61-c1d193e47a98","rev_7cb9ce1e-1af9-43d5-a7ec-083ddf3b94e9","rev_7cf42fcc-1956-4694-a0b6-5eaa9be5c284","rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","rev_7e52a252-3f2f-4e13-882c-c5b500b829e6","rev_7e9f4f38-6cc1-469d-80f9-4c49b3218c00","rev_7f54400c-aa33-4bcd-9786-34216d309dbd","rev_7fd87260-401e-4d9b-830d-373e2a334bb7","rev_80d42ebf-f1b0-4ab9-b821-aee0e7e2f91a","rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","rev_836cf14e-02eb-4d08-a272-e6bd43d37605","rev_84581296-2906-4b8b-9a12-fe071bf83ea5","rev_84a77d25-ab82-4d74-abb1-c248dd75257f","rev_8705ec47-1e2c-4dfb-8675-524d967cf38f","rev_8860e14e-5f63-4d5e-96e7-c6adf255fab0","rev_89aecdf6-89fd-445d-a71c-7e189e82904d","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_8b1f5dca-c040-4a1f-8ef8-530daabc764c","rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608","rev_8e69c4b3-4a90-4a4f-82f9-c2a31d24c009","rev_8eb03ce9-cad9-4ba7-91d6-90dffd2302fa","rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","rev_90fb7b96-f10b-43df-a612-0c23e8a50740","rev_91468364-fe9d-4ab5-a6dc-f203e89bc64a","rev_92ff5158-6c34-4526-ab02-c8db8332951f","rev_9330c0a6-6c9f-45f7-a40e-ddd1678a57a2","rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8","rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","rev_94f3d3d6-6b52-4f98-89a0-318fe428f5cb","rev_95caf703-1af5-4160-8de6-deb2db4fd572","rev_977092a4-68df-47ac-8de2-4e66567c8a95","rev_978a573f-a66b-4a38-a224-585006c8af2c","rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","rev_9837730a-23c0-4e0d-a5e1-2380a69d4e4e","rev_98f85497-697b-4917-aabc-df1485131d9b","rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","rev_9aac70a0-728a-45dc-987d-4481ba985249","rev_9ae4d311-bf43-4bb1-a7b5-36a5649efc7c","rev_9af30ed5-ec26-4204-9f65-58324ee5fba5","rev_9af8ea2d-dc2b-4fe3-8d67-94ae163703d8","rev_9c10c6f9-4055-4591-a368-74112c253a08","rev_9c5027f1-2e2c-4822-806a-1af541073d79","rev_9d4ead97-69cb-4ce7-8223-0346945539b2","rev_9da93714-e603-4ed0-af29-80871392e458","rev_a165cefe-658c-456f-b164-71170f172e7c","rev_a199924e-5c69-4344-bb57-0e0a36cda082","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_a3e10132-4b92-414d-8744-acbeb6f0b294","rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","rev_a4cce969-13d1-46b4-be66-954788627617","rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","rev_a5f2e4f8-4c18-4276-9d40-0da44bdaf811","rev_a749fcdf-8155-46e9-a466-83e867886a08","rev_a7a31edb-fca0-444e-a98f-ec173bf09f49","rev_a8af9681-d20e-4553-871e-1d7168015faf","rev_aab224dc-97dc-43c0-914b-533064f4189a","rev_ab4f5176-8f1e-4e27-b35d-2fb8a238f62c","rev_abe6b561-f51c-4549-a97f-aab2b725492e","rev_ae55c104-d140-4064-adf1-726fae29a7f3","rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab","rev_afc88027-978f-428a-a597-dd5d129dc441","rev_b228986a-43e7-4e2b-8b16-758283d367bc","rev_b2b3d0ef-110d-4922-9a0e-428ef8b5692a","rev_b3e4b97a-1876-4168-a934-44077c4ff1df","rev_b6c084d1-ef6b-49f0-aaac-9027a92e2705","rev_b6edc214-9757-451b-a1d1-66280e5cb68e","rev_b7b42bee-c256-4842-b2f2-b0052de2eff3","rev_b7bf82be-4005-4e91-9ce8-cf900d5874f0","rev_b8a0343f-f76e-47f4-8c47-4536da944126","rev_ba807781-44a3-4752-b057-ee36fa97b60c","rev_bb9a9bde-af83-422a-9558-c75e6cb1da78","rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","rev_bc9f6006-9722-468f-9c61-028e4f328422","rev_bcca5c5e-94f7-4bf9-b249-187454f09a22","rev_bde0c156-c5e8-4c02-a4c1-11e282359f67","rev_be83f7eb-e1d1-464a-ab3f-1463976bb30a","rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","rev_c1530075-b9e3-4144-b8ce-f6e480c778fa","rev_c1c597d3-818f-4d4d-898d-56a2070b189f","rev_c32517c2-0e67-4292-87c7-24a6f6431091","rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","rev_c4531943-9d29-4fee-b8e9-489be9ffd8be","rev_c49d360e-2b3c-4311-82ad-b78a89fde3e0","rev_c52b79dd-ede0-41f3-8d00-4ec44801ef42","rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","rev_c720ff79-9532-414c-ab0c-c6caec3e9331","rev_c74e591e-d929-42b5-8c6c-04563fae77c3","rev_c7523b3e-3b42-43d4-85e5-774de77f8279","rev_c832f985-caf8-4ac7-bf58-f785e8782922","rev_c86889d8-e5bd-4ef7-bf68-bd8e1e5e636d","rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","rev_c8a89daf-c91d-4b06-8c19-b87b474452c0","rev_c8b19a4c-93eb-4695-8f38-c8166d22cbd9","rev_c950677f-d85d-461a-bf3d-314cf6b08a37","rev_ca87695f-4cf9-40a1-bc61-6a123a71ffe6","rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","rev_cf107e9a-1286-4df3-bd1f-adb77c070354","rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","rev_d05fdc83-690b-49be-9f59-154e0892f912","rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","rev_d567eb31-f37d-4b61-934d-8845386d4709","rev_d6eb7e13-0508-4773-9eb4-6d508aae435f","rev_d8e8cb66-632c-4170-afae-461911315dbd","rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1","rev_d947c628-d0c1-47d0-9fb8-80617b87e696","rev_d9b0587c-4ba2-4d83-849b-d5ed94035f7a","rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","rev_dd9e40ff-7f81-4d3e-81fc-b0ecb0d3e9e5","rev_ddbe7777-4c06-4736-a565-b1f544e649ff","rev_ddc53551-0396-485b-a72e-8b3d5126293f","rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","rev_e37c2cac-91d3-4c94-8599-05fdaabf8b7e","rev_e3f21c07-c5c6-40a4-add2-45c9479bb52a","rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","rev_e5e24c6f-5887-4f16-b03e-081da5340883","rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","rev_e92b8924-c968-4079-83fd-9ace23c895f7","rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","rev_ea63002b-7dc3-43fd-81f6-5b60d7efe1b4","rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","rev_ead2aeb8-4b54-444a-83a1-bbc8187c760e","rev_eb92ff59-a729-4aea-ac3f-9cbb667b2dd4","rev_ec6cc502-640e-4fef-a24c-82386eb57344","rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","rev_eed892a0-f77a-496a-bd60-343ac50f5809","rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","rev_f17ef624-e9fd-49a4-b061-966093172de4","rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","rev_f45cfd6f-625d-4e49-b987-25f79284501d","rev_f487aa08-2568-42ad-85cb-11c258b5b71d","rev_f70f17fc-ae46-4fff-8f02-0ab2953c4604","rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","rev_f7f62641-cc2a-4f5f-806e-af380e2a434d","rev_f862e355-5e8c-48e9-91e7-1f4db4cb6210","rev_f8743e43-af1f-4b5b-8c71-e10b73dc311e","rev_f9e9defb-c22c-436c-840a-c351b48ea9bb","rev_faebe87e-f436-45d0-a928-a0137e76062d","rev_fd06b790-ef4d-4f39-b0f0-a4b5a385a68f","rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280","rev_fd5eeabd-4433-491f-b463-c900cf908355","rev_fdc7bf5f-de99-4168-b2e6-31de0cab9076","rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","rev_ffbdfa80-0e8b-40b5-8765-ba1e5b977d47"],"schema_version":"noia-discovery-1.0.0","time_assertions_sha256":"4f58252ab1354a1fc505681fb660990d800e72b647d3ac90448d84411bb91843","time_basis_notice":"元資料の日付順・現在保存版。日付不明は期間別集計の外に保持。","work_count":273},"articles":[{"date":{"precision":"instant","search_end":"2026-07-26","search_start":"2026-07-25","timezone":null,"value":"2026-07-25 22:39:55"},"date_kind":"source_date","edition_id":"edn_c53df2e8-ef33-40cc-85bc-309f3831a705","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/","is_representative":true,"revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","title":"韓国は「メモリ供給国」から「AIを生産する国家」へ","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7"},{"date":{"precision":"instant","search_end":"2026-09-14","search_start":"2026-09-13","timezone":"+09:00","value":"2026-09-13T19:26:49.000+09:00"},"date_kind":"source_date","edition_id":"edn_237fce5e-f684-4ec1-aec0-4e1e8fe75c9d","href":"articles/rev_01c4b1d1-a854-4507-a2d7-bcf6b40fafd5/","is_representative":true,"revision_id":"rev_01c4b1d1-a854-4507-a2d7-bcf6b40fafd5","title":"フロンティアAIに「査読」が入る日","work_id":"wrk_dbe273d0-7a27-4a33-8051-93c6d0c21198"},{"date":{"precision":"instant","search_end":"2026-01-07","search_start":"2026-01-06","timezone":null,"value":"2026-01-06 07:19:21"},"date_kind":"source_date","edition_id":"edn_6d17041a-0dfa-4591-bdb7-f0f8ace7cbf0","href":"articles/rev_01fd9ef5-e950-489e-8feb-7c8ac4a60ef9/","is_representative":true,"revision_id":"rev_01fd9ef5-e950-489e-8feb-7c8ac4a60ef9","title":"2026年ストレージ産業の現状と技術的展望：Seagate、Western Digital、SanDiskの包括的分析","work_id":"wrk_609ce9dd-c516-4bb8-b42f-2322d2d4051c"},{"date":{"precision":"instant","search_end":"2026-07-20","search_start":"2026-07-19","timezone":null,"value":"2026-07-19 01:52:49"},"date_kind":"source_date","edition_id":"edn_e954ab7e-1cb0-4602-ae8a-75cfede5029a","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/","is_representative":true,"revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","title":"第11回　Logic Foldingと未来のAIチップ――平面に広がった回路を上下へ折りたたむ","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938"},{"date":{"precision":"instant","search_end":"2026-07-19","search_start":"2026-07-18","timezone":null,"value":"2026-07-18 03:33:16"},"date_kind":"source_date","edition_id":"edn_7f8bddb6-ed6b-4d09-9a93-0c2f6c76cfec","href":"articles/rev_069f7cc4-0ca9-44ca-b711-fdfd84413ec4/","is_representative":true,"revision_id":"rev_069f7cc4-0ca9-44ca-b711-fdfd84413ec4","title":"第9回　UCIeとは何か――UCIe-S／UCIe-A／UCIe-3Dでチップレットを共通接続する","work_id":"wrk_401fbe80-56cf-48d2-8341-cfc86b46941f"},{"date":{"precision":"instant","search_end":"2026-07-21","search_start":"2026-07-20","timezone":null,"value":"2026-07-20 20:41:33"},"date_kind":"source_date","edition_id":"edn_a837aa85-e3f6-432a-9b7e-b97630e43007","href":"articles/rev_098e8803-5806-4df3-818d-ad62b9126a33/","is_representative":true,"revision_id":"rev_098e8803-5806-4df3-818d-ad62b9126a33","title":"24万ウォンまで戻ったサムスン電子――メモリ株を押し上げた信用レバは、いつ解消されるのか","work_id":"wrk_bcf730dd-eb3e-4ba5-9ccc-9496775a234a"},{"date":{"precision":"day","search_end":"2026-06-17","search_start":"2026-06-16","timezone":null,"value":"2026-06-16"},"date_kind":"source_date","edition_id":"edn_18952a36-3243-425c-b143-7748bdcc5c8d","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/","is_representative":true,"revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","title":"AIインフラ・プラットフォームの黎明: GPUを買う時代からGWを金融商品として組成する時代へ","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b"},{"date":{"precision":"instant","search_end":"2026-08-08","search_start":"2026-08-07","timezone":null,"value":"2026-08-07 13:18:40"},"date_kind":"source_date","edition_id":"edn_b4cbcc64-50f6-4a10-a854-ed5adb4e6d99","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/","is_representative":true,"revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","title":"Intel EMIB-T解説","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093"},{"date":{"precision":"instant","search_end":"2026-08-23","search_start":"2026-08-22","timezone":null,"value":"2026-08-22 21:48:26"},"date_kind":"source_date","edition_id":"edn_bef743ae-2f6c-43c3-9df0-77d0daa8c80e","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/","is_representative":true,"revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","title":"AIDCは本当に余るのか――GWでは見えない「AI Factoryの質」を測る","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f"},{"date":{"precision":"instant","search_end":"2025-09-19","search_start":"2025-09-18","timezone":null,"value":"2025-09-18 22:43:38"},"date_kind":"source_date","edition_id":"edn_2509a9df-fb9a-4adc-baa0-ffd9899e24ff","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/","is_representative":true,"revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","title":"HBMとGPUとDRAMのぜんぶ：バス幅／メモリコントローラ／VRAM容量／スタック（Hi）／ピン速度／帯域まで一気に理解する","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f"},{"date":{"precision":"instant","search_end":"2026-07-11","search_start":"2026-07-10","timezone":null,"value":"2026-07-10 21:10:15"},"date_kind":"source_date","edition_id":"edn_c3eb9777-78ca-4e63-ac41-0fd03cb70aff","href":"articles/rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9/","is_representative":true,"revision_id":"rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","title":"銅から光へ――NVIDIA・Marvell・Broadcomが争うAIデータセンター接続のロードマップ","work_id":"wrk_dcad52cb-128a-418b-a311-a794c37abfc3"},{"date":{"precision":"instant","search_end":"2026-09-12","search_start":"2026-09-11","timezone":"+09:00","value":"2026-09-11T20:34:18.000+09:00"},"date_kind":"source_date","edition_id":"edn_4ec9f861-add1-45b4-9037-8be6cfe84643","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/","is_representative":true,"revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","title":"AIが半導体設計の堀を壊すとき、誰が残るのか――Frontier Model × Custom Silicon × FoundryのLearning Loop","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7"},{"date":{"precision":"day","search_end":"2026-08-16","search_start":"2026-08-15","timezone":null,"value":"2026-08-15"},"date_kind":"source_date","edition_id":"edn_64ed52f3-fac4-41e9-970e-9688e580a95f","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/","is_representative":true,"revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","title":"HBMはなぜ「メモリなのに2nmロジック」を必要とするのか――Base Dieが動かすFoundry境界","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482"},{"date":{"precision":"instant","search_end":"2026-07-31","search_start":"2026-07-30","timezone":null,"value":"2026-07-30 19:28:20"},"date_kind":"source_date","edition_id":"edn_8e779086-3998-4d13-9090-9b9ca6c697f3","href":"articles/rev_120b7405-aefc-4d5d-a68b-9713613e3e1f/","is_representative":true,"revision_id":"rev_120b7405-aefc-4d5d-a68b-9713613e3e1f","title":"ドットコムバブル／ITバブル完全分析","work_id":"wrk_91a0ac80-8870-4ec9-b8a6-4081acad5334"},{"date":{"precision":"instant","search_end":"2026-07-25","search_start":"2026-07-24","timezone":null,"value":"2026-07-24 00:09:31"},"date_kind":"source_date","edition_id":"edn_da60ab62-d414-49d4-9fb0-87d11f9719c8","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/","is_representative":true,"revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","title":"SamsungはAI時代に何を失い、何を取り戻そうとしているのか","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3"},{"date":{"precision":"instant","search_end":"2026-06-08","search_start":"2026-06-07","timezone":null,"value":"2026-06-07 17:15:14"},"date_kind":"source_date","edition_id":"edn_6efc8903-fa2d-48c9-b878-40651494b689","href":"articles/rev_15381314-c653-4ce9-9b25-d8495cdbf4d1/","is_representative":true,"revision_id":"rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","title":"VLAからWAM、WLAへ","work_id":"wrk_220c8e7e-eccc-4357-89f5-9a6b78a08a7c"},{"date":{"precision":"instant","search_end":"2026-08-29","search_start":"2026-08-28","timezone":null,"value":"2026-08-28 08:11:22"},"date_kind":"source_date","edition_id":"edn_293f65bc-e317-4644-a22b-9799bebb47f9","href":"articles/rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6/","is_representative":true,"revision_id":"rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6","title":"2026年9月「鬼門」から年末まで~AI半導体投資家向け完全カレンダー~","work_id":"wrk_cf72029e-9466-4ece-9543-d960f25780ea"},{"date":{"precision":"day","search_end":"2026-07-02","search_start":"2026-07-01","timezone":null,"value":"2026-07-01"},"date_kind":"source_date","edition_id":"edn_f92bf30c-0fca-4fa7-a596-cd951025dca5","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/","is_representative":true,"revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","title":"メモリ御三家は4〜5兆ドル企業になれるのか","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309"},{"date":{"precision":"instant","search_end":"2026-09-02","search_start":"2026-09-01","timezone":null,"value":"2026-09-01 14:51:02"},"date_kind":"source_date","edition_id":"edn_c1c54211-1db7-4744-aef4-5a8e0f2158c4","href":"articles/rev_20f6e19f-c172-4e63-83ab-04729ac80c82/","is_representative":true,"revision_id":"rev_20f6e19f-c172-4e63-83ab-04729ac80c82","title":"OpenAIのMac大量購入から考える、Agent CloudとAIDCの次のボトルネック","work_id":"wrk_ae883f23-4159-4408-941d-addc931dbce4"},{"date":{"precision":"instant","search_end":"2026-09-20","search_start":"2026-09-19","timezone":"+09:00","value":"2026-09-19T02:04:35.000+09:00"},"date_kind":"source_date","edition_id":"edn_06059479-6996-4d7d-ace4-da6159d0dd24","href":"articles/rev_214b9034-b7c9-47c2-b4c9-4fc2638813c2/","is_representative":true,"revision_id":"rev_214b9034-b7c9-47c2-b4c9-4fc2638813c2","title":"AIデータセンターを支える「見えない電源」","work_id":"wrk_9749f686-e40c-44ba-b4bb-ffa5b232f684"},{"date":{"precision":"instant","search_end":"2026-05-28","search_start":"2026-05-27","timezone":null,"value":"2026-05-27 14:15:54"},"date_kind":"source_date","edition_id":"edn_6c3f1e1f-024d-46ce-890b-9d3da60e4e6f","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/","is_representative":true,"revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","title":"MLCC・コイル・電源モジュール解説","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00"},{"date":{"precision":"instant","search_end":"2025-09-21","search_start":"2025-09-20","timezone":null,"value":"2025-09-20 16:21:32"},"date_kind":"source_date","edition_id":"edn_75c6f361-b5cc-4478-b122-cdbf6b776713","href":"articles/rev_24eb030e-0590-42b8-bd89-6a25a4dfc487/","is_representative":true,"revision_id":"rev_24eb030e-0590-42b8-bd89-6a25a4dfc487","title":"AIデータセンター・ネットワークの基本入門","work_id":"wrk_a6aa5646-83cd-40dd-87e3-3b3f438804da"},{"date":{"precision":"instant","search_end":"2026-07-15","search_start":"2026-07-14","timezone":null,"value":"2026-07-14 14:41:15"},"date_kind":"source_date","edition_id":"edn_5383dedc-a247-419b-a671-3a3e0da32608","href":"articles/rev_25c19733-e8bf-4666-a96e-91917803878b/","is_representative":true,"revision_id":"rev_25c19733-e8bf-4666-a96e-91917803878b","title":"第2回　レチクルとは何か――巨大SoCを阻む露光装置の物理限界","work_id":"wrk_d1c18d7c-505e-4f07-bfb5-ac5d6eb8e10d"},{"date":{"precision":"instant","search_end":"2026-08-21","search_start":"2026-08-20","timezone":null,"value":"2026-08-20 02:26:48"},"date_kind":"source_date","edition_id":"edn_9e5c2aa6-50e4-4991-aa0e-8b942c49b88d","href":"articles/rev_27743cb0-aee7-439b-a5dd-1faac0292586/","is_representative":true,"revision_id":"rev_27743cb0-aee7-439b-a5dd-1faac0292586","title":"原油、AI資本争奪、財務省の買い戻しから考える「次の金融レジーム」","work_id":"wrk_7f2a4557-073d-481f-9811-bff84dd5387a"},{"date":{"precision":"instant","search_end":"2026-08-21","search_start":"2026-08-20","timezone":null,"value":"2026-08-20 13:20:45"},"date_kind":"source_date","edition_id":"edn_7b525280-32b1-4074-a456-83a4e2ec6168","href":"articles/rev_2774a11f-f3af-4056-8394-07f7d1934023/","is_representative":true,"revision_id":"rev_2774a11f-f3af-4056-8394-07f7d1934023","title":"AIという「市場の重力」はどこまで強いのか","work_id":"wrk_f945aff9-e387-4701-8e7f-62fe6e900f6f"},{"date":{"precision":"instant","search_end":"2025-10-12","search_start":"2025-10-11","timezone":null,"value":"2025-10-11 23:01:46"},"date_kind":"source_date","edition_id":"edn_dd353116-e029-4221-88fb-9206a174d00d","href":"articles/rev_28e52d32-205e-4601-9fe8-535cce2d0600/","is_representative":true,"revision_id":"rev_28e52d32-205e-4601-9fe8-535cce2d0600","title":"中国の発展戦略と技術覇権の系譜","work_id":"wrk_012e50f2-e203-488b-b14f-8859b652eece"},{"date":{"precision":"instant","search_end":"2025-01-31","search_start":"2025-01-30","timezone":null,"value":"2025-01-30 05:43:42"},"date_kind":"source_date","edition_id":"edn_43cc5480-1db1-4beb-8d45-fb8defcc4557","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/","is_representative":true,"revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","title":"GPU行列・ベクトル演算、HBM、ネットワーク帯域","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7"},{"date":{"precision":"instant","search_end":"2026-05-08","search_start":"2026-05-07","timezone":null,"value":"2026-05-07 22:10:59"},"date_kind":"source_date","edition_id":"edn_793123b0-eff7-47e7-9d14-a9c5c89d3cba","href":"articles/rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb/","is_representative":true,"revision_id":"rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","title":"GPU一強の次に来るもの──AIエージェント時代にCPU需要が高まる理由","work_id":"wrk_dea71d50-dc48-48c0-a352-3461dbce4132"},{"date":{"precision":"instant","search_end":"2026-05-28","search_start":"2026-05-27","timezone":null,"value":"2026-05-27 00:04:48"},"date_kind":"source_date","edition_id":"edn_01204438-5f86-4c95-ab18-8866248a8bb8","href":"articles/rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6/","is_representative":true,"revision_id":"rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","title":"タイミングデバイスとは何か","work_id":"wrk_2db98011-2753-489b-8cfb-dadd8a65739b"},{"date":{"precision":"instant","search_end":"2026-09-24","search_start":"2026-09-23","timezone":"+09:00","value":"2026-09-23T06:22:02.000+09:00"},"date_kind":"source_date","edition_id":"edn_f05434a5-f7e4-483f-b164-03fbcdb674ab","href":"articles/rev_2e5b712c-b120-4b45-91dd-33e6758666be/","is_representative":true,"revision_id":"rev_2e5b712c-b120-4b45-91dd-33e6758666be","title":"AIを鍛えるために、AIを大量に動かす","work_id":"wrk_c9d1ffd9-bc82-481f-b5ce-3dbca5dfe331"},{"date":{"precision":"instant","search_end":"2026-06-18","search_start":"2026-06-17","timezone":"+09:00","value":"2026-06-17T21:54:05.000+09:00"},"date_kind":"source_date","edition_id":"edn_98b5f721-292d-45c1-a9a7-cca946fa4915","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/","is_representative":true,"revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","title":"メモリ御三家はAIインフラの構造利益を取れるのか: HBM、DRAM、NAND不足と4兆ドル企業シナリオ","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f"},{"date":{"precision":"instant","search_end":"2026-08-26","search_start":"2026-08-25","timezone":null,"value":"2026-08-25 12:08:12"},"date_kind":"source_date","edition_id":"edn_3852177c-41da-463c-9fc3-57287bcaf5c3","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/","is_representative":true,"revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","title":"ルネサスの闇――AIで半導体が儲かるほど、日本人技術者の「安さ」が危険になる","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09"},{"date":{"precision":"day","search_end":"2026-06-06","search_start":"2026-06-05","timezone":null,"value":"2026-06-05"},"date_kind":"source_date","edition_id":"edn_431e3ce2-dbaf-4a5c-9c43-ef15c82e0bda","href":"articles/rev_37ec6023-d760-4f21-887c-7dd94c473806/","is_representative":true,"revision_id":"rev_37ec6023-d760-4f21-887c-7dd94c473806","title":"AIデータセンター時代の光通信入門: シリコンフォトニクス、InPレーザー、CPOまで読む","work_id":"wrk_48893baf-fbd1-4353-8bc8-5b83bc4aae4f"},{"date":{"precision":"day","search_end":"2026-07-02","search_start":"2026-07-01","timezone":null,"value":"2026-07-01"},"date_kind":"source_date","edition_id":"edn_2dd5bd77-5bfc-4cb8-b630-b83328a0176a","href":"articles/rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e/","is_representative":true,"revision_id":"rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e","title":"AIはデータセンターの外へ向かう","work_id":"wrk_c607c873-652b-451e-89e4-a9043a064d80"},{"date":{"precision":"instant","search_end":"2026-08-21","search_start":"2026-08-20","timezone":null,"value":"2026-08-20 19:36:11"},"date_kind":"source_date","edition_id":"edn_ab5fad4f-c358-45fa-bccf-9a22038b11d4","href":"articles/rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1/","is_representative":true,"revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","title":"HUMNを分解すると見えてくるPhysical AIのHBM","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f"},{"date":{"precision":"day","search_end":"2026-08-11","search_start":"2026-08-10","timezone":null,"value":"2026-08-10"},"date_kind":"source_date","edition_id":"edn_104db131-242f-466d-ab16-477ab1474ba8","href":"articles/rev_402559ee-01e9-43f3-a0e9-719e30746fc3/","is_representative":true,"revision_id":"rev_402559ee-01e9-43f3-a0e9-719e30746fc3","title":"AIデータセンターの「光」は誰が作っているのか――Tomahawk・Nova・Innolight・Leaf/Spineを一枚につなぐ","work_id":"wrk_67925a7e-ce57-455f-b9a5-38cd3e4c1881"},{"date":{"precision":"day","search_end":"2026-08-13","search_start":"2026-08-12","timezone":null,"value":"2026-08-12"},"date_kind":"source_date","edition_id":"edn_8d9b80e5-5b77-4952-9540-17c447ddd111","href":"articles/rev_434ed8d3-8167-4144-9b6e-d003da6dda05/","is_representative":true,"revision_id":"rev_434ed8d3-8167-4144-9b6e-d003da6dda05","title":"onsemiは2030年までに「Grid-to-Core＋Physical AI」企業になれるのか","work_id":"wrk_3a0c5c0e-1aa0-4c0a-919b-6fdb8f3ded2d"},{"date":{"precision":"instant","search_end":"2026-07-05","search_start":"2026-07-04","timezone":null,"value":"2026-07-04 02:28:11"},"date_kind":"source_date","edition_id":"edn_936b150b-6fda-40fd-afcc-6bc1cbf2b209","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/","is_representative":true,"revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","title":"NAND・DRAM・HBMの違いから始める、AI時代のメモリー入門","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","edition_id":"edn_15c92b57-2295-4f85-8841-a10c76b0bf40","href":"articles/rev_45773254-bafb-490e-9237-765416121418/","is_representative":true,"revision_id":"rev_45773254-bafb-490e-9237-765416121418","title":"AIデータセンター反対運動の本質: 電力・水・騒音・土地利用をめぐる社会的制約","work_id":"wrk_816111f9-6ccd-4f5d-89fb-f53484975328"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","edition_id":"edn_ec682d11-ad25-40fe-9370-b024be05d39c","href":"articles/rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e/","is_representative":true,"revision_id":"rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e","title":"主権AIインフラの地政学: カナダ、チリ、LATAMに広がる計算資源競争","work_id":"wrk_38ba424f-3d9a-4413-9cf8-c663552dd56a"},{"date":{"precision":"instant","search_end":"2026-07-17","search_start":"2026-07-16","timezone":null,"value":"2026-07-16 17:14:16"},"date_kind":"source_date","edition_id":"edn_a983f179-8145-4b6c-9aca-c3b5b4750a07","href":"articles/rev_4802c0fb-3eae-453b-96d2-1237f0009713/","is_representative":true,"revision_id":"rev_4802c0fb-3eae-453b-96d2-1237f0009713","title":"第7回　TSVとは何か――シリコンを貫通する銅の垂直配線","work_id":"wrk_02b6e758-a5fe-4b66-a620-6c322b16db7e"},{"date":{"precision":"instant","search_end":"2026-09-08","search_start":"2026-09-07","timezone":"+09:00","value":"2026-09-07T23:51:34.000+09:00"},"date_kind":"source_date","edition_id":"edn_1194f6a7-6de5-4b58-97cb-93a6f57ad303","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/","is_representative":true,"revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","title":"HKMGA仮説――知能はFunctionを拡張し、次のボトルネックを作り続けるのか","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b"},{"date":{"precision":"instant","search_end":"2026-05-24","search_start":"2026-05-23","timezone":null,"value":"2026-05-23 08:23:34"},"date_kind":"source_date","edition_id":"edn_4ba3af6e-8aba-4786-bb0d-ea1f991a8601","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/","is_representative":true,"revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","title":"半導体製造を「層」で見る","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49"},{"date":{"precision":"day","search_end":"2026-08-17","search_start":"2026-08-16","timezone":null,"value":"2026-08-16"},"date_kind":"source_date","edition_id":"edn_67a30b5d-7710-4ca6-8ece-e52b595a51e8","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/","is_representative":true,"revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","title":"HBMの「30%のウェハーで13%のビット」の先にあるもの――Hybrid Bonding・3D DRAM・XBMへ","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f"},{"date":{"precision":"instant","search_end":"2026-04-23","search_start":"2026-04-22","timezone":null,"value":"2026-04-22 15:52:00"},"date_kind":"source_date","edition_id":"edn_cbdbdaaa-9eca-4d72-a90c-d81c77602684","href":"articles/rev_4ca9ee61-40e0-44b0-b0b2-ae6a2fe89483/","is_representative":true,"revision_id":"rev_4ca9ee61-40e0-44b0-b0b2-ae6a2fe89483","title":"レイ・ダリオの守りと、AIインフラ集中の攻め","work_id":"wrk_976cd62b-5542-434e-93ff-2b5d69c5b754"},{"date":{"precision":"instant","search_end":"2025-12-06","search_start":"2025-12-05","timezone":null,"value":"2025-12-05 06:42:53"},"date_kind":"source_date","edition_id":"edn_2af275df-72c8-4a08-a5aa-a9f59022afe5","href":"articles/rev_4eb110b8-6300-4d37-befb-7de1200dd0be/","is_representative":true,"revision_id":"rev_4eb110b8-6300-4d37-befb-7de1200dd0be","title":"Google TPUとNVIDIA GPUについて再考察","work_id":"wrk_34d11714-0800-4643-88ea-3e7aabfd2897"},{"date":{"precision":"instant","search_end":"2026-06-20","search_start":"2026-06-19","timezone":null,"value":"2026-06-19 00:33:11"},"date_kind":"source_date","edition_id":"edn_bd79a56d-029e-479c-b1a0-46b065d13ec2","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/","is_representative":true,"revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","title":"CoPoS・ガラスコア基板・ABFの基本と投資指標","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f"},{"date":{"precision":"instant","search_end":"2026-06-29","search_start":"2026-06-28","timezone":null,"value":"2026-06-28 19:15:09"},"date_kind":"source_date","edition_id":"edn_2558ef1c-050e-413f-97f8-60393ce10001","href":"articles/rev_53605de4-06cc-4e0b-9bc9-21f393408c0a/","is_representative":true,"revision_id":"rev_53605de4-06cc-4e0b-9bc9-21f393408c0a","title":"再考察：半導体インフレは、デバイス階級社会をどこまで進めるのか","work_id":"wrk_006833f6-f225-48d3-8754-46fe28d6bd8e"},{"date":{"precision":"instant","search_end":"2026-08-07","search_start":"2026-08-06","timezone":"+09:00","value":"2026-08-06T20:08:28.000+09:00"},"date_kind":"source_date","edition_id":"edn_f335ee2a-d972-4282-ab2a-2227f7e2aa39","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/","is_representative":true,"revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","title":"メモリ産業は「量産して安くする時代」から「供給能力を予約する時代」へ","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd"},{"date":{"precision":"instant","search_end":"2026-07-03","search_start":"2026-07-02","timezone":null,"value":"2026-07-02 11:59:12"},"date_kind":"source_date","edition_id":"edn_9266d0b2-91ab-44ec-8b38-eda40ee4bb5f","href":"articles/rev_54b154f3-ea9f-45e9-b38b-a16c54ca3e2b/","is_representative":true,"revision_id":"rev_54b154f3-ea9f-45e9-b38b-a16c54ca3e2b","title":"AIインフラの次の主戦場は「GPUの枚数」ではなく「GPU稼働率」になる","work_id":"wrk_52a8c79a-5c56-4f34-a515-1b1dcb4c0477"},{"date":{"precision":"instant","search_end":"2026-04-21","search_start":"2026-04-20","timezone":null,"value":"2026-04-20 18:17:43"},"date_kind":"source_date","edition_id":"edn_242d763d-3b1a-4f25-88b1-283b8d2baddb","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/","is_representative":true,"revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","title":"EDAについて少しだけ勉強","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253"},{"date":{"precision":"instant","search_end":"2026-07-27","search_start":"2026-07-26","timezone":null,"value":"2026-07-26 00:17:26"},"date_kind":"source_date","edition_id":"edn_d12ffeb9-92a9-4014-a275-9ac4c1ad5d13","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/","is_representative":true,"revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","title":"AI相場の本当の後半戦","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5"},{"date":{"precision":"instant","search_end":"2026-04-08","search_start":"2026-04-07","timezone":null,"value":"2026-04-07 20:24:17"},"date_kind":"source_date","edition_id":"edn_710e18b0-e20a-4821-92ed-d4648249d6e8","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/","is_representative":true,"revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","title":"Rubin / Rubin Ultra / Blackwell / Groq の技術比較と、AI手法の進化が要求する次世代アクセラレータ設計考察","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0"},{"date":{"precision":"instant","search_end":"2026-08-21","search_start":"2026-08-20","timezone":null,"value":"2026-08-20 23:05:17"},"date_kind":"source_date","edition_id":"edn_afa0bb2e-158d-46e2-9bbc-467ac47c6a49","href":"articles/rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37/","is_representative":true,"revision_id":"rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37","title":"工作機械・半導体装置・物流・医療まで、フィジカルAIの全BOMを分解","work_id":"wrk_31bacccb-2b73-4ad3-afc5-9282bd8e8359"},{"date":{"precision":"instant","search_end":"2026-08-22","search_start":"2026-08-21","timezone":null,"value":"2026-08-21 14:45:06"},"date_kind":"source_date","edition_id":"edn_67f2a045-5a0f-48a6-9882-c2b0944f5645","href":"articles/rev_5bf9454f-9956-42b9-a29c-ae99782c33c0/","is_representative":true,"revision_id":"rev_5bf9454f-9956-42b9-a29c-ae99782c33c0","title":"イラン戦争が終わらない。その泥沼は台湾を守るのか、それともAI戦争の教材になるのか","work_id":"wrk_37743298-dcff-4252-a0d0-d94538fc2a68"},{"date":{"precision":"instant","search_end":"2025-12-01","search_start":"2025-11-30","timezone":null,"value":"2025-11-30 22:14:42"},"date_kind":"source_date","edition_id":"edn_a450e353-4c9d-46ae-92b2-98b76acab7cd","href":"articles/rev_5c1381d3-461d-40ab-acea-997127510f6e/","is_representative":true,"revision_id":"rev_5c1381d3-461d-40ab-acea-997127510f6e","title":"Google TPU vs NVIDIA GPU: アーキテクチャとシステム設計の徹底比較","work_id":"wrk_153585aa-ce70-48f0-8fcf-0c54fb47c7a9"},{"date":{"precision":"day","search_end":"2026-06-06","search_start":"2026-06-05","timezone":null,"value":"2026-06-05"},"date_kind":"source_date","edition_id":"edn_abce5aec-73d7-43f7-b17b-76af23df392e","href":"articles/rev_5cb295dd-df59-4d28-9799-42065461c569/","is_representative":true,"revision_id":"rev_5cb295dd-df59-4d28-9799-42065461c569","title":"SpaceX IPO徹底解説: 宇宙・通信・AIインフラ企業へ変質するMusk経済圏","work_id":"wrk_5380fdec-35cc-4092-a93e-530c9abca5c9"},{"date":{"precision":"day","search_end":"2026-06-23","search_start":"2026-06-22","timezone":null,"value":"2026-06-22"},"date_kind":"source_date","edition_id":"edn_e3c09031-c355-4a53-82c8-f16c3121d162","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/","is_representative":true,"revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","title":"HBMだけでは足りない: AI推論時代に始まるメモリ階層戦争","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39"},{"date":{"precision":"instant","search_end":"2026-07-17","search_start":"2026-07-16","timezone":null,"value":"2026-07-16 02:28:52"},"date_kind":"source_date","edition_id":"edn_df9f3caa-ae31-45ff-b7b1-fc60fe304028","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/","is_representative":true,"revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","title":"XBMとは何か――HBMを「メモリ・チップレット」へ作り替えるIntelの構想","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e"},{"date":{"precision":"instant","search_end":"2026-08-30","search_start":"2026-08-29","timezone":null,"value":"2026-08-29 20:33:34"},"date_kind":"source_date","edition_id":"edn_e497b511-97c0-4b9b-a959-f21d9763bf9c","href":"articles/rev_5f44b55a-c37f-42cf-ac49-298da914a87a/","is_representative":true,"revision_id":"rev_5f44b55a-c37f-42cf-ac49-298da914a87a","title":"NVIDIAはなぜHugging Faceを買うのか","work_id":"wrk_57e07914-940b-4727-b215-7d77a2ac51c0"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","edition_id":"edn_175be14a-690e-44c4-ae94-b4c838018db1","href":"articles/rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363/","is_representative":true,"revision_id":"rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","title":"AIインフラ相場の本質: 半導体から電力・冷却・接続・ストレージへ","work_id":"wrk_aa1fc199-17d1-43c9-9656-8cee3a08fa75"},{"date":{"precision":"instant","search_end":"2026-04-09","search_start":"2026-04-08","timezone":null,"value":"2026-04-08 09:10:49"},"date_kind":"source_date","edition_id":"edn_9db34718-529d-488e-8edf-911142729597","href":"articles/rev_61f118e1-20e7-486f-b830-cae804dd9f14/","is_representative":true,"revision_id":"rev_61f118e1-20e7-486f-b830-cae804dd9f14","title":"Terafabとは何か考察","work_id":"wrk_7a4ffab3-0117-4e75-821b-23feb00ad9c5"},{"date":{"precision":"instant","search_end":"2026-05-18","search_start":"2026-05-17","timezone":null,"value":"2026-05-17 07:41:05"},"date_kind":"source_date","edition_id":"edn_d30bbd29-2b5b-40a3-a721-2ab3599e4f3f","href":"articles/rev_62acaca2-fec9-4724-be08-6ebd3c061f93/","is_representative":true,"revision_id":"rev_62acaca2-fec9-4724-be08-6ebd3c061f93","title":"フアン氏の「五層のケーキ理論」から見るAI時代のエネルギー層","work_id":"wrk_d43a6ffd-ef17-4cd2-96fa-06f7d800821a"},{"date":{"precision":"instant","search_end":"2026-08-27","search_start":"2026-08-26","timezone":null,"value":"2026-08-26 03:07:18"},"date_kind":"source_date","edition_id":"edn_2246a5b5-bd2c-44be-a8de-440c73fd8f16","href":"articles/rev_62e618a7-0275-4409-b9ab-02dd2c6efcc6/","is_representative":true,"revision_id":"rev_62e618a7-0275-4409-b9ab-02dd2c6efcc6","title":"ASPIを「量子コンピュータとHALEU」だけで読むと見誤る","work_id":"wrk_3fab113c-78bc-42f4-b997-289808b4bf9b"},{"date":{"precision":"instant","search_end":"2026-08-22","search_start":"2026-08-21","timezone":null,"value":"2026-08-21 19:54:59"},"date_kind":"source_date","edition_id":"edn_d718ac21-c440-4c0c-beca-19bf483ada10","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/","is_representative":true,"revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","title":"SK hynix宮城Fab構想――HBMの源流が26年を経て東北へ戻るのか","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1"},{"date":{"precision":"instant","search_end":"2026-08-01","search_start":"2026-07-31","timezone":"+09:00","value":"2026-07-31T11:07:53.000+09:00"},"date_kind":"source_date","edition_id":"edn_dd821d84-c163-4778-982a-ae4f68b38fb3","href":"articles/rev_65271768-1b9c-4fbd-a486-d503b37eaf9a/","is_representative":true,"revision_id":"rev_65271768-1b9c-4fbd-a486-d503b37eaf9a","title":"クラウド20年史――サーバーの貸し出しから「知能と労働」の基盤へ","work_id":"wrk_3d2e988e-cac0-4000-b005-9292af7ac61f"},{"date":{"precision":"instant","search_end":"2026-09-08","search_start":"2026-09-07","timezone":"+09:00","value":"2026-09-07T15:41:02.000+09:00"},"date_kind":"source_date","edition_id":"edn_dcfacfb2-5ee0-484a-9af0-ab52ad6570f1","href":"articles/rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f/","is_representative":true,"revision_id":"rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f","title":"日東紡――AI時代のSpecial Glassを「t」ではなく「認定済みm² × ASP × Good-board」で読む","work_id":"wrk_f73c6e12-fbc1-4457-8559-e8aca9f063c1"},{"date":{"precision":"instant","search_end":"2026-07-18","search_start":"2026-07-17","timezone":null,"value":"2026-07-17 02:02:40"},"date_kind":"source_date","edition_id":"edn_bf6e0936-ba8d-4475-883a-44e30e8db238","href":"articles/rev_66313feb-6eff-400e-94b9-3dd889eabe3e/","is_representative":true,"revision_id":"rev_66313feb-6eff-400e-94b9-3dd889eabe3e","title":"AI・半導体・ハイパースケーラー投資のための市場監視術","work_id":"wrk_75063f69-d242-41d4-aaa2-d86b2bdecc9e"},{"date":{"precision":"instant","search_end":"2026-05-09","search_start":"2026-05-08","timezone":null,"value":"2026-05-08 09:09:09"},"date_kind":"source_date","edition_id":"edn_0fde00ee-5147-47e0-9af2-388a01c1bd0b","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/","is_representative":true,"revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","title":"GPUクラウド成熟で何が起きるのか","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2"},{"date":{"precision":"day","search_end":"2026-07-11","search_start":"2026-07-10","timezone":null,"value":"2026-07-10"},"date_kind":"source_date","edition_id":"edn_d1445024-b917-4f34-bd29-6fe3350af56a","href":"articles/rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8/","is_representative":true,"revision_id":"rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","title":"GPUをつなぐのは誰か: Enfabrica ACF-S、ConnectX、leaf-spineスイッチASICから理解するAIDCネットワーク","work_id":"wrk_47518fd9-227b-40aa-9d34-6134336449b9"},{"date":{"precision":"day","search_end":"2026-07-05","search_start":"2026-07-04","timezone":null,"value":"2026-07-04"},"date_kind":"source_date","edition_id":"edn_bd344836-d9c0-424a-801a-d2c1295b661d","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/","is_representative":true,"revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","title":"AIメモリ相場はLTA循環へ: 2026年7月4日のAIインフラ日次レポート","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671"},{"date":{"precision":"instant","search_end":"2026-07-31","search_start":"2026-07-30","timezone":null,"value":"2026-07-30 19:33:36"},"date_kind":"source_date","edition_id":"edn_e2520b3a-9aef-4eaa-962f-fbe58bf5efa1","href":"articles/rev_716e29e3-ca33-4e0a-89d8-a4c146c91139/","is_representative":true,"revision_id":"rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","title":"インターネットは情報をつなぎ、AIは能力を生産する","work_id":"wrk_6b2d4c96-c0d4-4d57-8d9e-9077ea538a79"},{"date":{"precision":"instant","search_end":"2026-09-05","search_start":"2026-09-04","timezone":null,"value":"2026-09-04 22:47:02"},"date_kind":"source_date","edition_id":"edn_1bac920a-2f71-4e7a-96d6-7b65687b7d4c","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/","is_representative":true,"revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","title":"AstraはAI産業の競争軸を変えた","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928"},{"date":{"precision":"day","search_end":"2026-06-17","search_start":"2026-06-16","timezone":null,"value":"2026-06-16"},"date_kind":"source_date","edition_id":"edn_25cde12f-5d55-4f13-99a1-cec29c32d69e","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/","is_representative":true,"revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","title":"HBMは熱を持つ記憶の塔へ: HBM4、iHBM/ICE、HBM5/HPBが変えるAIインフラ","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279"},{"date":{"precision":"instant","search_end":"2026-07-19","search_start":"2026-07-18","timezone":null,"value":"2026-07-18 23:22:25"},"date_kind":"source_date","edition_id":"edn_bc1c85b5-dacb-4bbb-a235-3a1af0a87895","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/","is_representative":true,"revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","title":"第10回　3D V-Cache、Foveros Direct、SoIC、CoWoS―3D積層技術は何が違うのか","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260"},{"date":{"precision":"instant","search_end":"2026-08-19","search_start":"2026-08-18","timezone":null,"value":"2026-08-18 20:08:15"},"date_kind":"source_date","edition_id":"edn_9370ad29-25df-48e9-89a2-581760174930","href":"articles/rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177/","is_representative":true,"revision_id":"rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","title":"NORフラッシュが足りない――これは「第二のNAND・AI特需」なのか","work_id":"wrk_1b1faa41-9e19-4504-9b3c-c1aaf26ef800"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","edition_id":"edn_cb2038f8-1185-4358-89de-bdc35ee062c1","href":"articles/rev_7cb9ce1e-1af9-43d5-a7ec-083ddf3b94e9/","is_representative":true,"revision_id":"rev_7cb9ce1e-1af9-43d5-a7ec-083ddf3b94e9","title":"DOE連邦土地活用とDATA Act: 電力つきAIデータセンターという新しい立地戦略","work_id":"wrk_1ea26a09-141b-4021-a243-2507ab20341b"},{"date":{"precision":"instant","search_end":"2026-04-16","search_start":"2026-04-15","timezone":null,"value":"2026-04-15 23:44:02"},"date_kind":"source_date","edition_id":"edn_80f77484-f572-4d8e-8b34-ba6bd3e5f151","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/","is_representative":true,"revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","title":"SanDiskをどう見るか","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84"},{"date":{"precision":"day","search_end":"2026-06-06","search_start":"2026-06-05","timezone":null,"value":"2026-06-05"},"date_kind":"source_date","edition_id":"edn_4ab474b4-de53-4b02-a159-b1d3c57abd12","href":"articles/rev_7f54400c-aa33-4bcd-9786-34216d309dbd/","is_representative":true,"revision_id":"rev_7f54400c-aa33-4bcd-9786-34216d309dbd","title":"タイミングデバイスと日本電波工業: AIデータセンター時代に再評価される時間を作る部品","work_id":"wrk_92b1be48-af4d-47d3-b49c-7e012dd6d016"},{"date":{"precision":"day","search_end":"2026-06-14","search_start":"2026-06-13","timezone":null,"value":"2026-06-13"},"date_kind":"source_date","edition_id":"edn_7ffa2945-f329-4390-b837-42b02b7d446b","href":"articles/rev_7fd87260-401e-4d9b-830d-373e2a334bb7/","is_representative":true,"revision_id":"rev_7fd87260-401e-4d9b-830d-373e2a334bb7","title":"SpaceX IPOが示したもの: Tesla、xAI、TeraFabへ連なる物理インフラ帝国","work_id":"wrk_043383ac-e6be-4702-8cbf-cd5785e078f1"},{"date":{"precision":"instant","search_end":"2026-06-01","search_start":"2026-05-31","timezone":null,"value":"2026-05-31 17:29:36"},"date_kind":"source_date","edition_id":"edn_a52cd740-63ba-4996-929d-176770f9ca13","href":"articles/rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23/","is_representative":true,"revision_id":"rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","title":"Xの推薦アルゴリズムを基本から理解する","work_id":"wrk_6b7cc31b-0ccb-4aeb-819d-546d9591fbdf"},{"date":{"precision":"instant","search_end":"2026-06-27","search_start":"2026-06-26","timezone":null,"value":"2026-06-26 15:28:59"},"date_kind":"source_date","edition_id":"edn_2bc7672c-f0a3-4407-af28-d4c2c794e8dc","href":"articles/rev_84a77d25-ab82-4d74-abb1-c248dd75257f/","is_representative":true,"revision_id":"rev_84a77d25-ab82-4d74-abb1-c248dd75257f","title":"2028年にやって来る「再確認」","work_id":"wrk_81581cb4-a4e2-4f51-afae-e8f5e3c41099"},{"date":{"precision":"instant","search_end":"2026-07-18","search_start":"2026-07-17","timezone":null,"value":"2026-07-17 09:11:21"},"date_kind":"source_date","edition_id":"edn_492329e6-4927-42e3-abab-d7b23bb502bb","href":"articles/rev_89aecdf6-89fd-445d-a71c-7e189e82904d/","is_representative":true,"revision_id":"rev_89aecdf6-89fd-445d-a71c-7e189e82904d","title":"第8回　Die-to-Die PHYとは何か――チップレット間で信号を送受信する回路","work_id":"wrk_ba5a7d4f-28ea-48c9-9ce8-ad54ea806099"},{"date":{"precision":"day","search_end":"2026-07-05","search_start":"2026-07-04","timezone":null,"value":"2026-07-04"},"date_kind":"source_date","edition_id":"edn_852b3780-254f-4dbb-bd19-570572d473d2","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/","is_representative":true,"revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","title":"HBMは本当に最も高価なメモリーなのか","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98"},{"date":{"precision":"instant","search_end":"2026-05-11","search_start":"2026-05-10","timezone":null,"value":"2026-05-10 19:19:43"},"date_kind":"source_date","edition_id":"edn_7f2c5722-4167-4b8c-ae1a-858e7de76e73","href":"articles/rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608/","is_representative":true,"revision_id":"rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608","title":"AIエージェントは株式市場をどう変えるのか","work_id":"wrk_a3440338-a420-4877-947f-8193ae66700c"},{"date":{"precision":"instant","search_end":"2026-09-05","search_start":"2026-09-04","timezone":null,"value":"2026-09-04 13:48:38"},"date_kind":"source_date","edition_id":"edn_5e0991ce-5d0d-4651-8066-0728a93243a9","href":"articles/rev_8e69c4b3-4a90-4a4f-82f9-c2a31d24c009/","is_representative":true,"revision_id":"rev_8e69c4b3-4a90-4a4f-82f9-c2a31d24c009","title":"【Credo】レーザーを持たない弱点と統合出来るL3Cの強み","work_id":"wrk_b4c27393-a197-48d3-8ba6-9f1e3161d1f6"},{"date":{"precision":"instant","search_end":"2026-08-02","search_start":"2026-08-01","timezone":null,"value":"2026-08-01 15:36:29"},"date_kind":"source_date","edition_id":"edn_3307b9b0-eb7f-4d19-8036-952bd4a19eda","href":"articles/rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835/","is_representative":true,"revision_id":"rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","title":"AIは止まるのか","work_id":"wrk_eaab3954-2ccc-46a2-902f-fbbd679471b9"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","edition_id":"edn_7cdb1796-c3bc-45f5-9465-c653106d6fd8","href":"articles/rev_90fb7b96-f10b-43df-a612-0c23e8a50740/","is_representative":true,"revision_id":"rev_90fb7b96-f10b-43df-a612-0c23e8a50740","title":"NVIDIAが描くAIエージェント産業革命: Token、AI工場、Physical AIの意味","work_id":"wrk_0c4c3acf-0221-4d96-87a4-771da7ba1e3a"},{"date":{"precision":"instant","search_end":"2026-06-06","search_start":"2026-06-05","timezone":null,"value":"2026-06-05 17:19:35"},"date_kind":"source_date","edition_id":"edn_3d968ce9-319d-4c1c-b621-2f7f44d55f5b","href":"articles/rev_91468364-fe9d-4ab5-a6dc-f203e89bc64a/","is_representative":true,"revision_id":"rev_91468364-fe9d-4ab5-a6dc-f203e89bc64a","title":"SpaceX IPO考察","work_id":"wrk_c22379bc-7081-4f8f-a3e9-4418f450cf96"},{"date":{"precision":"day","search_end":"2026-06-19","search_start":"2026-06-18","timezone":null,"value":"2026-06-18"},"date_kind":"source_date","edition_id":"edn_15da5c20-6226-40bf-8235-bb7665c7f4bb","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/","is_representative":true,"revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","title":"GLM-5.2と主権AI: オープンウェイトが各国のAIインフラ需要を押し上げる","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed"},{"date":{"precision":"instant","search_end":"2026-06-26","search_start":"2026-06-25","timezone":null,"value":"2026-06-25 21:55:11"},"date_kind":"source_date","edition_id":"edn_fe1c49c7-fad2-4d4a-8474-be84f8f61d53","href":"articles/rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8/","is_representative":true,"revision_id":"rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8","title":"ハイパースケーラーは失業率の上昇と共に復活するのか？","work_id":"wrk_8f40984a-d96e-441d-8ace-83f20958435a"},{"date":{"precision":"instant","search_end":"2026-05-23","search_start":"2026-05-22","timezone":null,"value":"2026-05-22 22:10:50"},"date_kind":"source_date","edition_id":"edn_5f918d9e-b194-42a4-a17e-1c768eac869c","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/","is_representative":true,"revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","title":"AIDC向けCPU最新事情","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4"},{"date":{"precision":"instant","search_end":"2026-08-01","search_start":"2026-07-31","timezone":null,"value":"2026-07-31 07:30:01"},"date_kind":"source_date","edition_id":"edn_3249fab9-813c-4f85-9a24-f76cf32229e2","href":"articles/rev_94f3d3d6-6b52-4f98-89a0-318fe428f5cb/","is_representative":true,"revision_id":"rev_94f3d3d6-6b52-4f98-89a0-318fe428f5cb","title":"Amazon最新決算が示した「AI収益化の正体」","work_id":"wrk_43737b34-e6d4-44d7-b140-1cd6aacb15fb"},{"date":{"precision":"instant","search_end":"2026-06-24","search_start":"2026-06-23","timezone":null,"value":"2026-06-23 13:51:47"},"date_kind":"source_date","edition_id":"edn_0bcfedda-9682-43ec-a0ed-3e9231c0c06f","href":"articles/rev_977092a4-68df-47ac-8de2-4e66567c8a95/","is_representative":true,"revision_id":"rev_977092a4-68df-47ac-8de2-4e66567c8a95","title":"AI実需は消えない。だが、それだけではメモリ・半導体スーパーサイクルは永続しない","work_id":"wrk_27b36bee-da31-4942-a5ea-33f6f77ddee3"},{"date":{"precision":"day","search_end":"2026-08-11","search_start":"2026-08-10","timezone":null,"value":"2026-08-10"},"date_kind":"source_date","edition_id":"edn_07811e65-cbb3-466b-b495-d2eafb8305e3","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/","is_representative":true,"revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","title":"CFETは本当に量産できるのか――2030年代のXYZ Scalingと装置産業を一体で読む","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16"},{"date":{"precision":"day","search_end":"2026-08-10","search_start":"2026-08-09","timezone":null,"value":"2026-08-09"},"date_kind":"source_date","edition_id":"edn_e5d0641a-4dfc-47c8-b3f8-2fe714951f1b","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/","is_representative":true,"revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","title":"AI Factoryは「Localityのマトリョーシカ」になる――CFET・SRAM・HBM・3D実装・光Fabricを貫く物理法則","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053"},{"date":{"precision":"instant","search_end":"2026-04-17","search_start":"2026-04-16","timezone":null,"value":"2026-04-16 00:46:36"},"date_kind":"source_date","edition_id":"edn_1c685823-0e11-4085-98c1-e24488e54e9a","href":"articles/rev_9af30ed5-ec26-4204-9f65-58324ee5fba5/","is_representative":true,"revision_id":"rev_9af30ed5-ec26-4204-9f65-58324ee5fba5","title":"OpenAI・AnthropicのAIインフラ先行投資は回収できるのか","work_id":"wrk_c56e9825-8401-406e-aaae-662904613d26"},{"date":{"precision":"instant","search_end":"2026-07-31","search_start":"2026-07-30","timezone":null,"value":"2026-07-30 03:22:51"},"date_kind":"source_date","edition_id":"edn_873b44e8-2367-4478-956e-510cb18d4d86","href":"articles/rev_9c10c6f9-4055-4591-a368-74112c253a08/","is_representative":true,"revision_id":"rev_9c10c6f9-4055-4591-a368-74112c253a08","title":"今の相場の原因はインフレではなくAIだと思う","work_id":"wrk_a91b4c62-c6f7-43f1-8bc0-9224e28ea11a"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","edition_id":"edn_700b9137-50a7-45fb-9e05-a433f538d093","href":"articles/rev_9d4ead97-69cb-4ce7-8223-0346945539b2/","is_representative":true,"revision_id":"rev_9d4ead97-69cb-4ce7-8223-0346945539b2","title":"ソフトバンクGのフランス5GW構想: 欧州版AI工業地帯づくりを読む","work_id":"wrk_1392dff6-1a1d-4910-b2f4-beea19fd2c7f"},{"date":{"precision":"instant","search_end":"2026-09-04","search_start":"2026-09-03","timezone":null,"value":"2026-09-03 22:40:52"},"date_kind":"source_date","edition_id":"edn_07644a4b-2bbc-4feb-bb64-8c706f451c56","href":"articles/rev_9da93714-e603-4ed0-af29-80871392e458/","is_representative":true,"revision_id":"rev_9da93714-e603-4ed0-af29-80871392e458","title":"AI時代、PCBは「ただの配線板」ではなくなる","work_id":"wrk_d5b32e91-ddad-40bb-b75b-c80115e64a5e"},{"date":{"precision":"instant","search_end":"2026-08-28","search_start":"2026-08-27","timezone":null,"value":"2026-08-27 07:20:00"},"date_kind":"source_date","edition_id":"edn_9453d391-2c81-450c-b83f-f910a9eae259","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/","is_representative":true,"revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","title":"JalapeñoはRubinを超えたのか","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76"},{"date":{"precision":"instant","search_end":"2026-07-07","search_start":"2026-07-06","timezone":"+09:00","value":"2026-07-06T23:49:05.000+09:00"},"date_kind":"source_date","edition_id":"edn_f68d81dc-4887-4ae6-839d-1b4e2f40768a","href":"articles/rev_a199924e-5c69-4344-bb57-0e0a36cda082/","is_representative":true,"revision_id":"rev_a199924e-5c69-4344-bb57-0e0a36cda082","title":"Kyber遅延で見える、NVIDIA GPUとGoogle TPUのネットワーク思想の違い","work_id":"wrk_025fb061-467f-4f76-974c-2b1ecbd5a160"},{"date":{"precision":"instant","search_end":"2026-07-05","search_start":"2026-07-04","timezone":"+09:00","value":"2026-07-04T02:28:11.000+09:00"},"date_kind":"source_date","edition_id":"edn_03d14087-d4a7-4c21-8d7c-4521637aa779","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/","is_representative":true,"revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","title":"NAND・DRAM・HBMの違いから始める、AI時代のメモリー入門","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697"},{"date":{"precision":"instant","search_end":"2026-07-17","search_start":"2026-07-16","timezone":"+09:00","value":"2026-07-16T02:28:52.000+09:00"},"date_kind":"source_date","edition_id":"edn_92390325-3de5-4f48-a17e-c49601fe9ffc","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/","is_representative":true,"revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","title":"XBMとは何か――HBMを「メモリ・チップレット」へ作り替えるIntelの構想","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877"},{"date":{"precision":"day","search_end":"2026-06-12","search_start":"2026-06-11","timezone":null,"value":"2026-06-11"},"date_kind":"source_date","edition_id":"edn_99248865-e3c1-49e4-ab39-4eaf3376ea48","href":"articles/rev_a3e10132-4b92-414d-8744-acbeb6f0b294/","is_representative":true,"revision_id":"rev_a3e10132-4b92-414d-8744-acbeb6f0b294","title":"AIはチャットから産業OSへ: 安全装置、価格戦争、決済、10GW電力が示す次の覇権","work_id":"wrk_ab79e5be-0326-461e-868c-ec7e75b2a90e"},{"date":{"precision":"instant","search_end":"2026-07-08","search_start":"2026-07-07","timezone":null,"value":"2026-07-07 21:03:52"},"date_kind":"source_date","edition_id":"edn_9f1da543-ba4f-4247-90b4-4392fa16ffbe","href":"articles/rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6/","is_representative":true,"revision_id":"rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","title":"Kyber NVL144とNVL576は何が違うのか","work_id":"wrk_1c297a15-bc80-4f59-ae19-6b025b2c95a1"},{"date":{"precision":"instant","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01 20:25:08"},"date_kind":"source_date","edition_id":"edn_f6cc6006-a326-4bed-8126-3d47339058b9","href":"articles/rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff/","is_representative":true,"revision_id":"rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","title":"「発表されたGW」と「実際に通電できるGW」がズレ始める局面を考察","work_id":"wrk_9bc2084d-1dcc-40ef-9cc9-a53fe61434c0"},{"date":{"precision":"instant","search_end":"2026-07-05","search_start":"2026-07-04","timezone":null,"value":"2026-07-04 05:44:59"},"date_kind":"source_date","edition_id":"edn_a1e49f49-547d-4658-9865-b6b37115b84d","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/","is_representative":true,"revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","title":"HBMは本当に「最も高価なメモリー」なのか","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc"},{"date":{"precision":"instant","search_end":"2026-07-16","search_start":"2026-07-15","timezone":null,"value":"2026-07-15 15:44:42"},"date_kind":"source_date","edition_id":"edn_0a34eb14-2a1a-4470-9743-b4dac865107b","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/","is_representative":true,"revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","title":"第4回　チップレットはどこに載るのか――2D・2.5D・3Dパッケージの基本","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877"},{"date":{"precision":"day","search_end":"2026-08-15","search_start":"2026-08-14","timezone":null,"value":"2026-08-14"},"date_kind":"source_date","edition_id":"edn_90e3ad4c-d6af-4989-84f7-06457ca6a594","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/","is_representative":true,"revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","title":"AIインフラ金融は80GWの資本市場へ――だが2030年までに何GWを物理化できるのか","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54"},{"date":{"precision":"instant","search_end":"2026-06-26","search_start":"2026-06-25","timezone":"+09:00","value":"2026-06-25T17:41:03.000+09:00"},"date_kind":"source_date","edition_id":"edn_5908f8e9-327f-4dc3-964e-6246b6c89bea","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/","is_representative":true,"revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","title":"Broadcom Jalapeñoから見えるAIインフラ戦争","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7"},{"date":{"precision":"instant","search_end":"2026-06-25","search_start":"2026-06-24","timezone":null,"value":"2026-06-24 17:41:44"},"date_kind":"source_date","edition_id":"edn_67c8f3df-4f51-41e9-9a07-e008714ca4db","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/","is_representative":true,"revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","title":"DRAM二倍レバRAM、韓国レバ規制、過去のレバETF惨劇、そして四半期末リバランス","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0"},{"date":{"precision":"instant","search_end":"2026-06-27","search_start":"2026-06-26","timezone":null,"value":"2026-06-26 16:31:58"},"date_kind":"source_date","edition_id":"edn_a7876daa-9935-46d8-a181-dafced21529f","href":"articles/rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab/","is_representative":true,"revision_id":"rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab","title":"GPT-5.6は政府の許認制らしい","work_id":"wrk_4efede78-d9d9-4a37-854a-51a334476949"},{"date":{"precision":"day","search_end":"2026-06-12","search_start":"2026-06-11","timezone":null,"value":"2026-06-11"},"date_kind":"source_date","edition_id":"edn_f3975eb9-6ff9-4460-aaa4-51db79513c92","href":"articles/rev_afc88027-978f-428a-a597-dd5d129dc441/","is_representative":true,"revision_id":"rev_afc88027-978f-428a-a597-dd5d129dc441","title":"AIインフラ競争は金額だけでは測れない: 米国の頭脳と中国の身体・工場・電力層","work_id":"wrk_9fae1367-ebbb-47c5-ad7b-3700deb207cd"},{"date":{"precision":"day","search_end":"2026-06-23","search_start":"2026-06-22","timezone":null,"value":"2026-06-22"},"date_kind":"source_date","edition_id":"edn_93d3f64a-93d3-4bbc-8beb-702fd3d134f1","href":"articles/rev_bb9a9bde-af83-422a-9558-c75e6cb1da78/","is_representative":true,"revision_id":"rev_bb9a9bde-af83-422a-9558-c75e6cb1da78","title":"Fugu、ARD、A2Aが示すAIエージェント時代の競争軸","work_id":"wrk_e0315bdc-338d-4bd7-8701-a2aa52fe1efe"},{"date":{"precision":"day","search_end":"2026-06-12","search_start":"2026-06-11","timezone":null,"value":"2026-06-11"},"date_kind":"source_date","edition_id":"edn_e6b4051a-fe03-47d9-9afd-07f190b47416","href":"articles/rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88/","is_representative":true,"revision_id":"rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","title":"AIDC電源需要の爆発とパワー半導体の新しい主戦場: 変圧器、SST、GaN、SiC、DrMOSまで","work_id":"wrk_0a43d7eb-6a36-444f-977f-73ef3a3f671a"},{"date":{"precision":"day","search_end":"2026-08-04","search_start":"2026-08-03","timezone":null,"value":"2026-08-03"},"date_kind":"source_date","edition_id":"edn_351180ab-da4f-4b8d-a446-455ba3535cc4","href":"articles/rev_bcca5c5e-94f7-4bf9-b249-187454f09a22/","is_representative":true,"revision_id":"rev_bcca5c5e-94f7-4bf9-b249-187454f09a22","title":"DeepSeek V4 Flashの衝撃、その先のQwen3.8-Max――効率化してもAI計算需要は増えるのか","work_id":"wrk_77df700f-3c41-42ae-ad85-1b2c4392d920"},{"date":{"precision":"instant","search_end":"2026-06-14","search_start":"2026-06-13","timezone":null,"value":"2026-06-13 14:08:56"},"date_kind":"source_date","edition_id":"edn_b312949a-16db-4015-a740-d50480ebbe08","href":"articles/rev_bde0c156-c5e8-4c02-a4c1-11e282359f67/","is_representative":true,"revision_id":"rev_bde0c156-c5e8-4c02-a4c1-11e282359f67","title":"SpaceX IPOが示したもの──Tesla、xAI、TeraFabへ連なる「物理インフラ帝国」と五層のケーキ理論","work_id":"wrk_a7af3483-9e85-4461-8227-e9fe7141f2c3"},{"date":{"precision":"instant","search_end":"2026-09-16","search_start":"2026-09-15","timezone":"+09:00","value":"2026-09-15T01:29:06.000+09:00"},"date_kind":"source_date","edition_id":"edn_b530c47b-577d-413c-83ec-7ef8dc6e8cd4","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/","is_representative":true,"revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","title":"TTTが「記憶」を再設計する","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457"},{"date":{"precision":"instant","search_end":"2026-05-17","search_start":"2026-05-16","timezone":null,"value":"2026-05-16 03:56:39"},"date_kind":"source_date","edition_id":"edn_b85223c3-9355-45d9-a32b-549de14c90c2","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/","is_representative":true,"revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","title":"半導体テストと光接続テストの成長地図","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637"},{"date":{"precision":"day","search_end":"2026-06-06","search_start":"2026-06-05","timezone":null,"value":"2026-06-05"},"date_kind":"source_date","edition_id":"edn_d3693d96-162a-4df9-810c-a18b794db0f9","href":"articles/rev_c1530075-b9e3-4144-b8ce-f6e480c778fa/","is_representative":true,"revision_id":"rev_c1530075-b9e3-4144-b8ce-f6e480c778fa","title":"AIは知能から行動へスケールする: Cloudflare RadarとAnthropicが示すAIインフラ投資の本質","work_id":"wrk_50367f10-59d7-41cc-990d-213cec7e7f79"},{"date":{"precision":"instant","search_end":"2026-07-16","search_start":"2026-07-15","timezone":null,"value":"2026-07-15 16:29:43"},"date_kind":"source_date","edition_id":"edn_5cce35f9-4014-4c45-a3fd-804667e02a9a","href":"articles/rev_c3791796-7fb7-4aa8-a70b-bf30979f4726/","is_representative":true,"revision_id":"rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","title":"第5回　マイクロバンプとは何か――チップレットを物理的につなぐ微小接点","work_id":"wrk_d8ac95cd-fc69-48bd-b1c9-0f1180c20086"},{"date":{"precision":"instant","search_end":"2026-05-31","search_start":"2026-05-30","timezone":null,"value":"2026-05-30 05:58:03"},"date_kind":"source_date","edition_id":"edn_c28a5337-ef4a-4038-953a-d21a36c56af2","href":"articles/rev_c49d360e-2b3c-4311-82ad-b78a89fde3e0/","is_representative":true,"revision_id":"rev_c49d360e-2b3c-4311-82ad-b78a89fde3e0","title":"MLCC、AIDC、村田製作所、通信部品、圧電MEMSまでを考察","work_id":"wrk_d0398aa0-3c6b-4407-995a-ef79e6153754"},{"date":{"precision":"instant","search_end":"2026-07-15","search_start":"2026-07-14","timezone":null,"value":"2026-07-14 21:27:56"},"date_kind":"source_date","edition_id":"edn_a390d5ab-6a62-41c9-9fd8-0aed33f532f1","href":"articles/rev_c70dba8d-8c2a-4c07-934b-5920ce54c240/","is_representative":true,"revision_id":"rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","title":"第3回　チップレットとは何か――巨大SoCを小さなダイへ分割する","work_id":"wrk_cf92e285-09db-4e9a-9a37-a886a43a8bcc"},{"date":{"precision":"instant","search_end":"2026-07-17","search_start":"2026-07-16","timezone":null,"value":"2026-07-16 04:51:33"},"date_kind":"source_date","edition_id":"edn_8d906caf-4b8e-4500-85c2-6e5cf0439242","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/","is_representative":true,"revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","title":"半導体ダイの内部はどう進化してきたのか","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98"},{"date":{"precision":"instant","search_end":"2026-08-28","search_start":"2026-08-27","timezone":null,"value":"2026-08-27 12:40:40"},"date_kind":"source_date","edition_id":"edn_01c00e61-13fb-47a0-9087-5874138f01c9","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/","is_representative":true,"revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","title":"NVIDIA決算が示した「次のAI半導体ボトルネック」","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3"},{"date":{"precision":"instant","search_end":"2026-09-07","search_start":"2026-09-06","timezone":null,"value":"2026-09-06 22:07:10"},"date_kind":"source_date","edition_id":"edn_6d8b361c-7385-4b73-8b69-3a062772e152","href":"articles/rev_c7523b3e-3b42-43d4-85e5-774de77f8279/","is_representative":true,"revision_id":"rev_c7523b3e-3b42-43d4-85e5-774de77f8279","title":"Mac Studio 256GBは本当にOpenAIとAnthropicに買い占められているのか","work_id":"wrk_4ae60e61-9494-4f49-8456-e0117f825456"},{"date":{"precision":"day","search_end":"2026-08-09","search_start":"2026-08-08","timezone":null,"value":"2026-08-08"},"date_kind":"source_date","edition_id":"edn_781f08f7-a1a3-43c7-8fc3-3a30da2ceb1f","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/","is_representative":true,"revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","title":"AIは「巨大GPU」から「巨大な記憶コンピュータ」へ――MoE・HBM・Optical Fabricが変える次世代AIインフラ","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f"},{"date":{"precision":"instant","search_end":"2026-06-14","search_start":"2026-06-13","timezone":null,"value":"2026-06-13 20:40:43"},"date_kind":"source_date","edition_id":"edn_407987d9-e0ae-4cb6-8ad3-3370e69ebc10","href":"articles/rev_ca87695f-4cf9-40a1-bc61-6a123a71ffe6/","is_representative":true,"revision_id":"rev_ca87695f-4cf9-40a1-bc61-6a123a71ffe6","title":"偶然が重なりすぎる時、AI相場は別の物語を読み始める","work_id":"wrk_92c272f3-ada3-4a0c-815e-d33c175ffbe0"},{"date":{"precision":"instant","search_end":"2026-07-16","search_start":"2026-07-15","timezone":null,"value":"2026-07-15 23:53:46"},"date_kind":"source_date","edition_id":"edn_e1561891-a6d6-4279-8756-21079664876d","href":"articles/rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30/","is_representative":true,"revision_id":"rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","title":"第6回　Hybrid Bondingとは何か――はんだを使わず銅と絶縁膜を直接つなぐ","work_id":"wrk_c758193e-1b38-456f-813c-ec485338d79a"},{"date":{"precision":"day","search_end":"2026-08-10","search_start":"2026-08-09","timezone":null,"value":"2026-08-09"},"date_kind":"source_date","edition_id":"edn_5db76fe5-b042-432a-8107-4b68c572b26a","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/","is_representative":true,"revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","title":"AI Factoryはどこへ向かうのか――演算器を待たせない巨大Memory Hierarchyの設計","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc"},{"date":{"precision":"instant","search_end":"2026-08-04","search_start":"2026-08-03","timezone":null,"value":"2026-08-03 16:28:45"},"date_kind":"source_date","edition_id":"edn_ec5f9840-51fe-471e-8352-37c8609addd2","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/","is_representative":true,"revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","title":"NVIDIA対Huawei――世界の主権AIを奪い合う二つのAIファクトリー","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4"},{"date":{"precision":"day","search_end":"2026-06-17","search_start":"2026-06-16","timezone":null,"value":"2026-06-16"},"date_kind":"source_date","edition_id":"edn_f817ecb0-0059-4af0-a33d-8438c8d9db24","href":"articles/rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616/","is_representative":true,"revision_id":"rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","title":"主権AIの現実路線: フロンティアモデルを持つ国、交渉する国、学習ループを守る国","work_id":"wrk_0ebc3696-2c90-4588-8ed4-2ea51e51433d"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","edition_id":"edn_2d8e52a8-26ba-44dd-af16-c12b48a5b9db","href":"articles/rev_d567eb31-f37d-4b61-934d-8845386d4709/","is_representative":true,"revision_id":"rev_d567eb31-f37d-4b61-934d-8845386d4709","title":"AIインフラ日次観測: ソフトバンクG、冷却技術、反対運動が示す市場の焦点","work_id":"wrk_e6157113-17cb-485f-b4b8-72229fe871f1"},{"date":{"precision":"instant","search_end":"2026-09-08","search_start":"2026-09-07","timezone":"+09:00","value":"2026-09-07T20:13:23.000+09:00"},"date_kind":"source_date","edition_id":"edn_860872cb-c5ea-4a29-bc33-2c5ccccd074d","href":"articles/rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1/","is_representative":true,"revision_id":"rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1","title":"Cross Entropyから文明へ――知能は世界を圧縮し、ボトルネックを解消し続ける装置なのか","work_id":"wrk_384c66f1-b96b-40da-b2f6-d97ae8d35d02"},{"date":{"precision":"instant","search_end":"2026-05-16","search_start":"2026-05-15","timezone":null,"value":"2026-05-15 18:50:18"},"date_kind":"source_date","edition_id":"edn_01d87b0e-a8f3-4302-a8c3-60b4943d484a","href":"articles/rev_da6063d5-59b2-4519-9c42-45d8f4f206c8/","is_representative":true,"revision_id":"rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","title":"キオクシア決算が示した「NAND市況株」から「AI記憶階層株」への転換","work_id":"wrk_ef613b57-c920-49a8-bb03-b7fdb149eeca"},{"date":{"precision":"day","search_end":"2026-06-14","search_start":"2026-06-13","timezone":null,"value":"2026-06-13"},"date_kind":"source_date","edition_id":"edn_7d46c81a-9f0e-4fe5-9231-1d291c06fb36","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/","is_representative":true,"revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","title":"TPU 8iとTPU 8tの違い: GoogleがAIチップを学習と推論に分けた理由","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a"},{"date":{"precision":"day","search_end":"2026-07-11","search_start":"2026-07-10","timezone":null,"value":"2026-07-10"},"date_kind":"source_date","edition_id":"edn_49d50a97-3f04-4e45-9a00-de1842b51ff4","href":"articles/rev_ddbe7777-4c06-4736-a565-b1f544e649ff/","is_representative":true,"revision_id":"rev_ddbe7777-4c06-4736-a565-b1f544e649ff","title":"Kyber NVL144とNVL576のロードマップ比較: PCB、CPO、受益者銘柄群を分けて読む","work_id":"wrk_83bf9cf8-cdd1-43de-97ff-cc1a6b5bf6c6"},{"date":{"precision":"instant","search_end":"2026-09-07","search_start":"2026-09-06","timezone":null,"value":"2026-09-06 14:30:30"},"date_kind":"source_date","edition_id":"edn_4a5ceefa-8226-49cd-a4a4-567e3faf1017","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/","is_representative":true,"revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","title":"数十億人が「第二のPC」を持つ時代","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad"},{"date":{"precision":"instant","search_end":"2026-08-19","search_start":"2026-08-18","timezone":null,"value":"2026-08-18 13:47:59"},"date_kind":"source_date","edition_id":"edn_d5501602-962a-4bbe-b351-cc2a980a0d67","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/","is_representative":true,"revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","title":"AIアクセラレータはGPUから「計算機そのもの」へ","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61"},{"date":{"precision":"instant","search_end":"2026-08-26","search_start":"2026-08-25","timezone":null,"value":"2026-08-25 18:35:04"},"date_kind":"source_date","edition_id":"edn_e5f1fb69-a298-478b-b928-f8f71e887ce7","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/","is_representative":true,"revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","title":"AIインフラの次のボトルネックはどこへ移るのか","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","edition_id":"edn_0430d350-3ee7-4860-9dd8-b491b2bf575a","href":"articles/rev_e4df2a9f-4a34-4f95-8006-7efec2bba610/","is_representative":true,"revision_id":"rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","title":"GPU不足から物理インフラ不足へ: AIデータセンター拡大の全体像","work_id":"wrk_3ee013c2-2eea-4150-98f7-f1bf51161cc8"},{"date":{"precision":"day","search_end":"2026-07-02","search_start":"2026-07-01","timezone":null,"value":"2026-07-01"},"date_kind":"source_date","edition_id":"edn_b1adc75e-1ed5-4802-90ad-3addba9acd0e","href":"articles/rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d/","is_representative":true,"revision_id":"rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","title":"NVIDIA液冷の本質: AIデータセンターは熱を設計する時代へ","work_id":"wrk_32ece787-7a49-4ffc-829e-29a33ff4b761"},{"date":{"precision":"instant","search_end":"2026-07-24","search_start":"2026-07-23","timezone":null,"value":"2026-07-23 21:46:50"},"date_kind":"source_date","edition_id":"edn_eeec8434-4fd9-47d3-b580-68564ae18963","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/","is_representative":true,"revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","title":"7月24日、サンフランシスコでのAI宣言は何を決めるのか","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b"},{"date":{"precision":"instant","search_end":"2026-09-11","search_start":"2026-09-10","timezone":"+09:00","value":"2026-09-10T04:12:13.000+09:00"},"date_kind":"source_date","edition_id":"edn_38704b43-8c87-4af9-8e08-ac1ab40d4192","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/","is_representative":true,"revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","title":"AIが半導体設計を始めた時代――Broadcomは何を守り、どこへ向かうのか","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b"},{"date":{"precision":"instant","search_end":"2026-09-09","search_start":"2026-09-08","timezone":"+09:00","value":"2026-09-08T18:38:54.000+09:00"},"date_kind":"source_date","edition_id":"edn_f8dfc7de-cb12-4335-94e5-907ddc81811b","href":"articles/rev_eb92ff59-a729-4aea-ac3f-9cbb667b2dd4/","is_representative":true,"revision_id":"rev_eb92ff59-a729-4aea-ac3f-9cbb667b2dd4","title":"Elasticは検索会社から「企業AIのデータ基盤」へ進めるか","work_id":"wrk_0bf6ec28-040e-4940-a9e0-45eb805889bd"},{"date":{"precision":"instant","search_end":"2025-03-13","search_start":"2025-03-12","timezone":null,"value":"2025-03-12 05:09:31"},"date_kind":"source_date","edition_id":"edn_58279ed2-f944-492b-b29b-d1b175becf4a","href":"articles/rev_ec6cc502-640e-4fef-a24c-82386eb57344/","is_representative":true,"revision_id":"rev_ec6cc502-640e-4fef-a24c-82386eb57344","title":"CoWoSと芝浦メカトロニクス","work_id":"wrk_a4a974fa-91dc-443a-80e8-17400ac231f3"},{"date":{"precision":"day","search_end":"2026-08-08","search_start":"2026-08-07","timezone":null,"value":"2026-08-07"},"date_kind":"source_date","edition_id":"edn_53764bd4-1f20-4c83-851a-e5e658104720","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/","is_representative":true,"revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","title":"Intel EMIB-T徹底解説――AI半導体の後工程が主戦場になる","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e"},{"date":{"precision":"instant","search_end":"2026-09-12","search_start":"2026-09-11","timezone":"+09:00","value":"2026-09-11T22:58:21.000+09:00"},"date_kind":"source_date","edition_id":"edn_6b07565a-dac8-4282-99e3-88642cde4a35","href":"articles/rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1/","is_representative":true,"revision_id":"rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","title":"SpaceXはAIDC向け自社AIチップを作るのか――NVIDIA、Tesla AI Silicon、Terafabから読むGrokの次の計算基盤","work_id":"wrk_991ce980-1208-4f4b-8294-25a23882a284"},{"date":{"precision":"day","search_end":"2026-07-11","search_start":"2026-07-10","timezone":null,"value":"2026-07-10"},"date_kind":"source_date","edition_id":"edn_cffe062c-9af0-44a9-b137-a1787d5c31ee","href":"articles/rev_eed892a0-f77a-496a-bd60-343ac50f5809/","is_representative":true,"revision_id":"rev_eed892a0-f77a-496a-bd60-343ac50f5809","title":"銅から光へ: NVIDIA・Marvell・Broadcomが争うAIデータセンター接続ロードマップ","work_id":"wrk_6bbf0c3f-2903-4e16-86da-9b8b9eae06c6"},{"date":{"precision":"instant","search_end":"2026-07-07","search_start":"2026-07-06","timezone":null,"value":"2026-07-06 23:49:05"},"date_kind":"source_date","edition_id":"edn_c7b7567b-f42e-4c34-963c-1b7864640184","href":"articles/rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8/","is_representative":true,"revision_id":"rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","title":"Kyber遅延で見える、NVIDIA GPUとGoogle TPUのネットワーク思想の違い","work_id":"wrk_e9e75464-bed3-4605-8239-b70c2bfeeaf0"},{"date":{"precision":"instant","search_end":"2025-07-26","search_start":"2025-07-25","timezone":null,"value":"2025-07-25 14:34:32"},"date_kind":"source_date","edition_id":"edn_15a0c752-3e12-4d8b-b31b-bf920cad6081","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/","is_representative":true,"revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","title":"計算資源の見通し","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033"},{"date":{"precision":"instant","search_end":"2026-07-16","search_start":"2026-07-15","timezone":null,"value":"2026-07-15 21:42:22"},"date_kind":"source_date","edition_id":"edn_f0da2006-637a-498b-94f4-156ed0303c87","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/","is_representative":true,"revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","title":"Cerebrasに勝ち目はないのか","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4"},{"date":{"precision":"instant","search_end":"2026-04-25","search_start":"2026-04-24","timezone":null,"value":"2026-04-24 01:44:34"},"date_kind":"source_date","edition_id":"edn_58c088c0-8bb8-4f15-a4bb-e62eda920886","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/","is_representative":true,"revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","title":"AI-RANと境界暗号・認証・実機管理は、AI時代の「神経系」と「免疫系」になる","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd"},{"date":{"precision":"instant","search_end":"2026-08-24","search_start":"2026-08-23","timezone":null,"value":"2026-08-23 20:19:37"},"date_kind":"source_date","edition_id":"edn_fa52bf0e-1e7b-4eaa-9017-28e7018b9f4b","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/","is_representative":true,"revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","title":"SRAMは次のAIメモリ不足を作るのか","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e"},{"date":{"precision":"instant","search_end":"2026-09-22","search_start":"2026-09-21","timezone":"+09:00","value":"2026-09-21T22:02:09.000+09:00"},"date_kind":"source_date","edition_id":"edn_ea57660e-ccdd-44c9-b40a-ab9ac89b817d","href":"articles/rev_f7f62641-cc2a-4f5f-806e-af380e2a434d/","is_representative":true,"revision_id":"rev_f7f62641-cc2a-4f5f-806e-af380e2a434d","title":"GRIDが足りないので自家発電に向かう、しかし設備は足りない","work_id":"wrk_b2d1f487-7fa7-47b4-82dd-6c46f607a69f"},{"date":{"precision":"instant","search_end":"2026-04-29","search_start":"2026-04-28","timezone":null,"value":"2026-04-28 14:53:36"},"date_kind":"source_date","edition_id":"edn_a9aaff07-148e-42ca-bff5-a54f6b8c0ac7","href":"articles/rev_f9e9defb-c22c-436c-840a-c351b48ea9bb/","is_representative":true,"revision_id":"rev_f9e9defb-c22c-436c-840a-c351b48ea9bb","title":"AIデータセンター光通信解説","work_id":"wrk_dcad20c9-3f9f-415c-9103-db631318d520"},{"date":{"precision":"instant","search_end":"2026-09-22","search_start":"2026-09-21","timezone":"+09:00","value":"2026-09-21T03:51:36.000+09:00"},"date_kind":"source_date","edition_id":"edn_98cda77f-16b4-4ccf-b1e8-1cda07f6acdb","href":"articles/rev_fd06b790-ef4d-4f39-b0f0-a4b5a385a68f/","is_representative":true,"revision_id":"rev_fd06b790-ef4d-4f39-b0f0-a4b5a385a68f","title":"核施設からComputeへ","work_id":"wrk_72e32c27-b23c-4183-8eb7-24edf305aafb"},{"date":{"precision":"instant","search_end":"2026-06-21","search_start":"2026-06-20","timezone":null,"value":"2026-06-20 02:24:26"},"date_kind":"source_date","edition_id":"edn_ddc7300e-9c53-4a3a-b3ba-c9862355ae25","href":"articles/rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280/","is_representative":true,"revision_id":"rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280","title":"メモリサイクルは終わるのか──AI OS化、オンデバイスAI、そして「デバイス階級社会」の始まり","work_id":"wrk_a85448e1-149a-46bd-b7e9-d66795012c12"},{"date":{"precision":"instant","search_end":"2026-07-30","search_start":"2026-07-29","timezone":null,"value":"2026-07-29 23:58:25"},"date_kind":"source_date","edition_id":"edn_903a8153-c158-488c-bbfc-a2503b5a55c9","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/","is_representative":true,"revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","title":"SK hynix 2026年Q2決算の本質","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872"},{"date":{"precision":"instant","search_end":"2025-03-13","search_start":"2025-03-12","timezone":null,"value":"2025-03-12 05:14:57"},"date_kind":"source_date","edition_id":"edn_948d533f-c110-406c-9c9d-7dc466ec0228","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/","is_representative":true,"revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","title":"NVIDIAのGB300とCoWoS-L","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415"}],"occurrences":[{"id":"occ_97a6501eb0106953b28f3a95","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_032cc4d6-9d13-4547-8e4f-9e75d92d19b5","section_id":"sec_0ecb3d73-d3a0-46cb-942e-d256fdfd55e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"> HBM  \n> ＋ロジック半導体の製造  \n> ＋先端パッケージ","quote_start":0,"quote_end":34,"text_sha256":"743fd4c360dfc63c5dc338b9fbffebc2f7e0fffd4a2aa5e5bb5b0e2dd157dce5","block_sha256":"743fd4c360dfc63c5dc338b9fbffebc2f7e0fffd4a2aa5e5bb5b0e2dd157dce5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_032cc4d6-9d13-4547-8e4f-9e75d92d19b5"},{"id":"occ_d24d209043f4c80f903059bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_09908ad1-5f25-4464-9df1-7015b0c6e703","section_id":"sec_03e290f6-4a8f-4b86-b94e-d3943651be5a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"SK hynixのHBM、Samsungのメモリ・ファウンドリ・パッケージ、SK TelecomとNAVERのAIファクトリー、HyundaiのフィジカルAIが一つの産業循環を形成する。","quote_start":0,"quote_end":93,"text_sha256":"b33d83718dbae4b5e7b39b22ac9914b108dc30216a80e1ca469888ad3b65bb1c","block_sha256":"b33d83718dbae4b5e7b39b22ac9914b108dc30216a80e1ca469888ad3b65bb1c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_09908ad1-5f25-4464-9df1-7015b0c6e703"},{"id":"occ_7deff6e79cd2de3443415326","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_0a155638-a804-4ea1-969d-1018f537eecd","section_id":"sec_bd523445-1cdd-4a9d-8307-aa2477ebf3a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":75,"end":78,"exact":"HBM","quote":"  \n> ↓  \n> Samsung Foundryがロジックを製造する  \n> ↓  \n> SamsungがHBMを供給する  \n> ↓  \n> Samsungの先端パッケージで統合する","quote_start":20,"quote_end":114,"text_sha256":"f3273415d4a50f82a341114f66a4b9ebf263867cc0c56c06d04588594a277cde","block_sha256":"f3273415d4a50f82a341114f66a4b9ebf263867cc0c56c06d04588594a277cde","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_0a155638-a804-4ea1-969d-1018f537eecd"},{"id":"occ_484d86fd9fadcf9406bba014","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_0b0da853-780d-463b-ae84-c0459909a9cc","section_id":"sec_ef30cd02-b3d0-43fe-b65a-e9e4660fff0b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"NVIDIAは将来のHBMを確保できる。","quote_start":0,"quote_end":20,"text_sha256":"71169e66acdb2cd4b2c8c6365d14a74b1b4701df574c2a6631053a50ee7d102b","block_sha256":"71169e66acdb2cd4b2c8c6365d14a74b1b4701df574c2a6631053a50ee7d102b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_0b0da853-780d-463b-ae84-c0459909a9cc"},{"id":"occ_f68babf6ebf307166eefe7cc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_0c3c7fe1-343d-4381-bc7e-18667f094257","section_id":"sec_47bc02dd-242a-4854-b75a-2a4ea4698fcb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":67,"end":71,"exact":"HBM4","quote":"Iファクトリーには、NVIDIAのVera Rubin世代とDSXプラットフォームを採用し、SK hynixのHBM4を組み合わせる。最初の施設は2027年の稼働が計画されている。([NVIDIA Newsroom](https://nvidianews.nvidia.com/news/sk-group-and-nv","quote_start":12,"quote_end":171,"text_sha256":"f28803d37d3ea84d2b37fa0781b1fc75a5e98e5a4e8cf351c3f2026027e65812","block_sha256":"f28803d37d3ea84d2b37fa0781b1fc75a5e98e5a4e8cf351c3f2026027e65812","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_0c3c7fe1-343d-4381-bc7e-18667f094257"},{"id":"occ_efa54d02ca541d477b88cf55","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_0e3b5868-c07e-4773-a3e4-4a2ec575b9fc","section_id":"sec_08c968b2-f85a-4b08-a2f2-58e5139c3387","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"Samsungは、Broadcomとの協力をHBMだけでなく、2nm以下のファウンドリと先端パッケージへ広げることで、AI半導体の総合供給者として再評価される可能性を持つ。","quote_start":0,"quote_end":86,"text_sha256":"98876bd6bc67c2964ef755e4f571bdcff0f0ea16f6832285f73b1c39ac96e240","block_sha256":"98876bd6bc67c2964ef755e4f571bdcff0f0ea16f6832285f73b1c39ac96e240","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_0e3b5868-c07e-4773-a3e4-4a2ec575b9fc"},{"id":"occ_8635814c4f62fefd0fadd367","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_166bcbd6-03a5-4b0b-a0a8-6ab02baaafc9","section_id":"sec_0ecb3d73-d3a0-46cb-942e-d256fdfd55e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"## SamsungとBroadcom――HBMだけではない「三位一体」の協力","quote_start":0,"quote_end":39,"text_sha256":"f4842389282c4f9da80064426d85b202214b9a4f9fcb872cc31701e795ba9a53","block_sha256":"f4842389282c4f9da80064426d85b202214b9a4f9fcb872cc31701e795ba9a53","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_166bcbd6-03a5-4b0b-a0a8-6ab02baaafc9"},{"id":"occ_535eab2ac8c043fd90874b9f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_1d6a5485-8132-42fc-80a6-d6e77f42ff25","section_id":"sec_0ecb3d73-d3a0-46cb-942e-d256fdfd55e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"AIアクセラレータの性能は、ロジックチップ単体では決まらない。HBMとの接続帯域、チップレット間通信、パッケージ内部の配線、電力効率、放熱までを同時に設計する必要がある。","quote_start":0,"quote_end":85,"text_sha256":"ff1b07253328064b845a93bf8864017806a9a13a5cf70869da6380a0465a68da","block_sha256":"ff1b07253328064b845a93bf8864017806a9a13a5cf70869da6380a0465a68da","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_1d6a5485-8132-42fc-80a6-d6e77f42ff25"},{"id":"occ_24baad574a52b290d5a7c523","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_1eba0357-9453-42cf-87d3-d4bfc92b7790","section_id":"sec_bd523445-1cdd-4a9d-8307-aa2477ebf3a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"Broadcomが設計するAI ASICをSamsungが製造し、Samsung製HBMと組み合わせ、さらに一つのパッケージとして完成させる構想である。","quote_start":0,"quote_end":76,"text_sha256":"f7db4b889bb41d33815f0c46df9f63b46657e85f97f032d1df74de8a5aa40802","block_sha256":"f7db4b889bb41d33815f0c46df9f63b46657e85f97f032d1df74de8a5aa40802","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_1eba0357-9453-42cf-87d3-d4bfc92b7790"},{"id":"occ_3e19c7d7a1c936e5073e4865","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_1eda7313-d648-4705-954b-3460329210a7","section_id":"sec_bd523445-1cdd-4a9d-8307-aa2477ebf3a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"- BroadcomのAIアクセラレータ向けHBM\n- Samsung Foundryによる2nm以下のロジック製造\n- 2.3D・2.5D先端パッケージ","quote_start":0,"quote_end":77,"text_sha256":"a2c14365cea9c8fef1280dfeea7e6065277a756ab2b897a6a4b792f2180eb4d9","block_sha256":"a2c14365cea9c8fef1280dfeea7e6065277a756ab2b897a6a4b792f2180eb4d9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_1eda7313-d648-4705-954b-3460329210a7"},{"id":"occ_09d5e23a7152e0d7c25892d1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_1f28920b-ce31-46ef-9308-032a4e59e7e0","section_id":"sec_bd523445-1cdd-4a9d-8307-aa2477ebf3a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"それでも、SamsungがHBM、ロジック、パッケージをまとめて提供する機会を得たことは大きい。","quote_start":0,"quote_end":48,"text_sha256":"b78764fde00a4dae6ed75a3fa662c10f6c9b4c2c72ad5f199147ce203d621783","block_sha256":"b78764fde00a4dae6ed75a3fa662c10f6c9b4c2c72ad5f199147ce203d621783","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_1f28920b-ce31-46ef-9308-032a4e59e7e0"},{"id":"occ_5adfa267342f3b6643f7dbb6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_34ea92e4-f856-49b6-ac05-e22f78da9a4c","section_id":"sec_36bdd9fd-6aa2-487b-9886-e5f9564fc740","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"SamsungとBroadcomでは、MOUが正式な製造契約へ進み、Samsungの2nm以下、HBM、先端パッケージがBroadcomのどの製品で採用されるかが焦点になる。","quote_start":0,"quote_end":87,"text_sha256":"6ae462fafadab7b415ef0321d143bc9e4b67b788d375b013611c9d8e19b2cd45","block_sha256":"6ae462fafadab7b415ef0321d143bc9e4b67b788d375b013611c9d8e19b2cd45","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_34ea92e4-f856-49b6-ac05-e22f78da9a4c"},{"id":"occ_b6c5a883c97778a6841d13e1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_56c74aef-1c88-4a9a-8d77-9f0595b77ef0","section_id":"sec_47bc02dd-242a-4854-b75a-2a4ea4698fcb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"> SK hynixがHBMを供給する  \n> ↓  \n> NVIDIAがGPUとAIシステムを供給する  \n> ↓  \n> SK TelecomがAIファクトリーを運営する  \n> ↓  \n> 韓国企業や海外顧客が計算資源を利","quote_start":0,"quote_end":114,"text_sha256":"32286c8355b3c4c388c76a462edd9d305369730b53cf28ea98d1972d0999d5b2","block_sha256":"32286c8355b3c4c388c76a462edd9d305369730b53cf28ea98d1972d0999d5b2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_56c74aef-1c88-4a9a-8d77-9f0595b77ef0"},{"id":"occ_557afcc44b7287cdac657e25","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_5c51a066-55db-4391-a29e-807dcd351a30","section_id":"sec_0ecb3d73-d3a0-46cb-942e-d256fdfd55e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"メモリ分野では、Broadcomの次世代AIアクセラレータ向けにSamsungのHBMを供給する方向で協力する。","quote_start":0,"quote_end":56,"text_sha256":"8f91906a111b47621f9fdd28124eba561e10ff4acf3eab59a9a32133d7c155fa","block_sha256":"8f91906a111b47621f9fdd28124eba561e10ff4acf3eab59a9a32133d7c155fa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_5c51a066-55db-4391-a29e-807dcd351a30"},{"id":"occ_181d303161928f2be8893d18","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_5ea0ff72-3073-4a60-a4d9-850347d17360","section_id":"sec_16d28715-a98b-4740-a3a4-0cc2b5efc2fb","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBMを何スタック搭載するか\n- 容量と帯域をどこまで増やすか\n- HBM PHYとメモリコントローラーをどう設計するか\n- 電力と熱をどう管理するか\n- インターポーザーをどのような形にするか\n- 2.5","quote_start":0,"quote_end":105,"text_sha256":"8851a70a7050c1bb0d66c0f0f667853fac63d9508a285577c4fc8189a26c232c","block_sha256":"8851a70a7050c1bb0d66c0f0f667853fac63d9508a285577c4fc8189a26c232c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_5ea0ff72-3073-4a60-a4d9-850347d17360"},{"id":"occ_0fa1ee8aa87ff796dcda31f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_606c32a6-85d8-448d-9e48-416935ef05a0","section_id":"sec_16d28715-a98b-4740-a3a4-0cc2b5efc2fb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"一方、Broadcomと協力する場合、HBMメーカーが狙うのは設計への組み込みである。","quote_start":0,"quote_end":43,"text_sha256":"2fe7feb4f4d5ab1464b94939f2ab3dc3b568f7d81cd17d991213b61228bc29a3","block_sha256":"2fe7feb4f4d5ab1464b94939f2ab3dc3b568f7d81cd17d991213b61228bc29a3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_606c32a6-85d8-448d-9e48-416935ef05a0"},{"id":"occ_eb22f1483313b2c9bed750c1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_60fbe8c1-7001-4419-aad9-b99a5ebb523c","section_id":"sec_cb2e25c2-b8ed-49ae-9751-2caab3de8189","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"SK TelecomとNAVERの計画が実現すれば、韓国はHBMを海外へ輸出するだけでなく、国内に巨大な計算需要を作れる。","quote_start":0,"quote_end":61,"text_sha256":"f62022fa1b3a32b0e06d2597b02a0a12f1a0e111d937a2a9c9ec25cfe28ff611","block_sha256":"f62022fa1b3a32b0e06d2597b02a0a12f1a0e111d937a2a9c9ec25cfe28ff611","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_60fbe8c1-7001-4419-aad9-b99a5ebb523c"},{"id":"occ_2ca85125f8f6c0cb27c66729","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_612d541f-787c-4ec8-95e3-84582e08e9b2","section_id":"sec_10c69d1b-190d-473b-9367-45e3f07a09e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"将来のAI計算能力を確保するには、GPUだけでなく、HBM、サーバーDRAM、ストレージを数年前から予約する必要がある。","quote_start":0,"quote_end":60,"text_sha256":"b87e708e4f6f3efb4151c6dcae14636168a471fe467d7fd751b814a5721a44af","block_sha256":"b87e708e4f6f3efb4151c6dcae14636168a471fe467d7fd751b814a5721a44af","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_612d541f-787c-4ec8-95e3-84582e08e9b2"},{"id":"occ_85dc5a3e13ba3500a6c423c8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_683c1075-f5ab-4855-9794-50652c79389d","section_id":"sec_10c69d1b-190d-473b-9367-45e3f07a09e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"したがって、この1000億ドルをすべてAI向けHBM需要と見ることもできない。","quote_start":0,"quote_end":39,"text_sha256":"14918900d484bf7294ec0b40d221d4073c15a91285a6b1592cbdd71874dba728","block_sha256":"14918900d484bf7294ec0b40d221d4073c15a91285a6b1592cbdd71874dba728","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_683c1075-f5ab-4855-9794-50652c79389d"},{"id":"occ_85007f189b917c91a2fe789b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_69188ddf-a0a0-4230-a1be-a6714fe51e9d","section_id":"sec_0ecb3d73-d3a0-46cb-942e-d256fdfd55e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"両社は2030年までの5年間で、2,000億ドル超と見積もられる協力覚書を締結した。対象はHBMだけではなく、","quote_start":0,"quote_end":55,"text_sha256":"0ccd0a1dfd5c0d33b4e119b2657e4b8faf2b51cdd7cffacd7dd476ae2f904077","block_sha256":"0ccd0a1dfd5c0d33b4e119b2657e4b8faf2b51cdd7cffacd7dd476ae2f904077","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_69188ddf-a0a0-4230-a1be-a6714fe51e9d"},{"id":"occ_a981e47f5ca8e10a58069dad","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_71ba4850-c40d-4845-b86f-a42b45c393dc","section_id":"sec_0ecb3d73-d3a0-46cb-942e-d256fdfd55e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"ここで大切なのは、Samsungが「HBMメーカー」と「ファウンドリ」を別々に売るのではなく、","quote_start":0,"quote_end":47,"text_sha256":"a8e655eab728b06f894fda8a80a7ff8a921ea9a8a32b530dc1afa02bdaab4086","block_sha256":"a8e655eab728b06f894fda8a80a7ff8a921ea9a8a32b530dc1afa02bdaab4086","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_71ba4850-c40d-4845-b86f-a42b45c393dc"},{"id":"occ_e7b1b0ca75f8a7b18f19f9c2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_8237b4ff-ee20-4108-b0bb-648b07231f3d","section_id":"sec_ef30cd02-b3d0-43fe-b65a-e9e4660fff0b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"SKはNVIDIAにHBMを売る一方で、NVIDIAからGPU、CPU、ネットワーク、ソフトウェアを含むAIシステムを購入する。","quote_start":0,"quote_end":64,"text_sha256":"c7c5e109bc05ba57fc40141379ffd4427e9091198cfc7a2b4024088085691863","block_sha256":"c7c5e109bc05ba57fc40141379ffd4427e9091198cfc7a2b4024088085691863","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_8237b4ff-ee20-4108-b0bb-648b07231f3d"},{"id":"occ_2590fefd446a2e6a271fecec","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_8bf0e86c-e468-4723-bbc3-d555ac13a659","section_id":"sec_08c968b2-f85a-4b08-a2f2-58e5139c3387","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":75,"end":79,"exact":"HBM4","quote":"するか\n- 年ごとの供給数量が公表されるか\n- Samsungの2nm以下の製造が実際の量産案件へ進むか\n- HBM4の価格と利益率が維持されるか\n- 2GW、200MW級データセンターの電力と建設資金を確保できるか\n- AIファクトリーの稼働率を高める顧客を獲得できるか","quote_start":20,"quote_end":156,"text_sha256":"918da76e18753df25b6a6c39f2de31e585d96923a99df9b3db6bdea16d8b0cf4","block_sha256":"918da76e18753df25b6a6c39f2de31e585d96923a99df9b3db6bdea16d8b0cf4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_8bf0e86c-e468-4723-bbc3-d555ac13a659"},{"id":"occ_65a984b246905523084d4a60","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_8c8879d3-841f-4200-9aea-f42a7007696a","section_id":"sec_47bc02dd-242a-4854-b75a-2a4ea4698fcb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"両社は、大規模言語モデルの学習だけでなく、AIエージェントやロボット、フィジカルAIまでを想定し、次世代HBMを共同で設計・最適化する。NVIDIAは将来必要になるメモリを早期に確保でき、SK hynixは次世代GPUの仕様策定に近い位置で製品を開発できる。([NVIDIA Newsroom](https:/","quote_start":0,"quote_end":155,"text_sha256":"fb9bae603991ce4d232953e7fb0afd5dfe9c16cb6eb55c859268df88b5b66d28","block_sha256":"fb9bae603991ce4d232953e7fb0afd5dfe9c16cb6eb55c859268df88b5b66d28","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_8c8879d3-841f-4200-9aea-f42a7007696a"},{"id":"occ_ef47f1952e54138164d4b60e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_902abec3-0ce1-43ce-8b79-6042f69e9758","section_id":"sec_bd523445-1cdd-4a9d-8307-aa2477ebf3a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"Samsungにとっては、HBMの販売拡大だけでなく、苦戦してきた先端ファウンドリーとパッケージ事業の稼働率を同時に高められる可能性がある。","quote_start":0,"quote_end":70,"text_sha256":"8b64b1b81b1920a9eb2e645d774f54c82572b6b9954d5bbfd7bd43f213872651","block_sha256":"8b64b1b81b1920a9eb2e645d774f54c82572b6b9954d5bbfd7bd43f213872651","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_902abec3-0ce1-43ce-8b79-6042f69e9758"},{"id":"occ_1e46f73f4fea54fc3aead25f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_95acdba4-a5da-4fc2-a223-ca3707a02339","section_id":"sec_47bc02dd-242a-4854-b75a-2a4ea4698fcb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"## SKとNVIDIA――HBMを売るだけでなく、AI工場まで運営する","quote_start":0,"quote_end":36,"text_sha256":"754ef81be5772601633467d3c4602416189d608cf1ba5223597f86a97330ee0c","block_sha256":"754ef81be5772601633467d3c4602416189d608cf1ba5223597f86a97330ee0c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_95acdba4-a5da-4fc2-a223-ca3707a02339"},{"id":"occ_0981aa033aa2b0bccfeea052","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_9702d7e6-4664-4fb6-9366-32e97c582282","section_id":"sec_16d28715-a98b-4740-a3a4-0cc2b5efc2fb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMメーカーがGoogle、Meta、Microsoft、AWS、OpenAIなどのハイパースケーラーと契約する場合、主に確保するのは需要である。","quote_start":0,"quote_end":74,"text_sha256":"7ee566539595d02a53a1baff743a65e64e45c32c69cdd5903a1b2bc39de6f599","block_sha256":"7ee566539595d02a53a1baff743a65e64e45c32c69cdd5903a1b2bc39de6f599","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_9702d7e6-4664-4fb6-9366-32e97c582282"},{"id":"occ_e96523d5c29ad2c5c726b83f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_9babe9bd-9b9f-46db-ab5c-4d35c6997f0b","section_id":"sec_10c69d1b-190d-473b-9367-45e3f07a09e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"ただし、Micronの約1000億ドル契約には、HBMだけでなく、一般的なDRAM、NAND、自動車・産業・消費者向けメモリも含まれる。","quote_start":0,"quote_end":68,"text_sha256":"1f1c7cbb7c59bcd0af8e876b6c2dd8caf3fd993c6b634c3c047d92b27d0379d4","block_sha256":"1f1c7cbb7c59bcd0af8e876b6c2dd8caf3fd993c6b634c3c047d92b27d0379d4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_9babe9bd-9b9f-46db-ab5c-4d35c6997f0b"},{"id":"occ_469e44f7bd755d4b8215a280","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_9d4c5f78-0fa8-4cd2-b7c7-a0b00d2c8bb7","section_id":"sec_16d28715-a98b-4740-a3a4-0cc2b5efc2fb","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM","HBM3E","HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"- 数年間で必要になるHBM数量\n- HBM3EからHBM4、HBM4Eへの移行時期\n- 価格\n- 生産能力の予約\n- 最低購入量\n- 第1・第2供給者の比率","quote_start":0,"quote_end":79,"text_sha256":"39378247677b07f481e326e581e2854dd976dcaff6296a08cda9cf75e87d790f","block_sha256":"39378247677b07f481e326e581e2854dd976dcaff6296a08cda9cf75e87d790f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_9d4c5f78-0fa8-4cd2-b7c7-a0b00d2c8bb7"},{"id":"occ_0b4f6142c476ef52cb28e626","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_a1a6a481-ccdf-4b63-ae19-143396de1b9b","section_id":"sec_ef30cd02-b3d0-43fe-b65a-e9e4660fff0b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"このため5000億ドルは、NVIDIAからSKへの一方向の売上でも、SK hynixからNVIDIAへのHBM受注額でもない。","quote_start":0,"quote_end":63,"text_sha256":"12b9f5bae51a28c811232e5096d8670b66a87c5bdd4fc7a98b8da06b3c09ab02","block_sha256":"12b9f5bae51a28c811232e5096d8670b66a87c5bdd4fc7a98b8da06b3c09ab02","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_a1a6a481-ccdf-4b63-ae19-143396de1b9b"},{"id":"occ_93daa5e1bae7831f2cc8acac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_a27446bb-da22-444e-ab2b-103851b45b02","section_id":"sec_ef30cd02-b3d0-43fe-b65a-e9e4660fff0b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"その中には、SK hynixによる次世代HBMの開発・供給、NVIDIAによるVera Rubin世代のAIシステム提供、SK Telecomによる最大2GW級AIファクトリーの建設・運営などが含まれる。","quote_start":0,"quote_end":102,"text_sha256":"682dc1a28d43a513f873f4223a44a08c2c722dfd8736a9458ddb99511b796686","block_sha256":"682dc1a28d43a513f873f4223a44a08c2c722dfd8736a9458ddb99511b796686","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_a27446bb-da22-444e-ab2b-103851b45b02"},{"id":"occ_9c3ce3e43944fba47d1e251a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_a4608cca-65f0-4279-8ad0-e611a306489d","section_id":"sec_0c42ebf1-9a3d-43b1-9120-4ec50cb9bd1e","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":126,"end":129,"exact":"HBM","quote":"エコシステム全体 | LOI・包括構想 |\n| Samsung・Broadcom | 2,000億ドル超 | HBM・ファウンドリ・パッケージ | MOU |\n| Micron・複数顧客 | 約1,000億ドル | 数量・最低価格・購入義務 | 長期供給契約 |\n```","quote_start":71,"quote_end":206,"text_sha256":"915f1d1fe8a163f8f7bc768d3e29c667f12d21dec614ddc629420d515b3229c9","block_sha256":"915f1d1fe8a163f8f7bc768d3e29c667f12d21dec614ddc629420d515b3229c9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_a4608cca-65f0-4279-8ad0-e611a306489d"},{"id":"occ_dd7b378832d8e2816951e85f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_b98006b6-eb52-4034-8641-2cba23d66483","section_id":"sec_0ecb3d73-d3a0-46cb-942e-d256fdfd55e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":94,"end":97,"exact":"HBM","quote":"、AIデータセンター用ネットワークで強い立場にある。Samsungにとっては、Broadcomとの協力を通じてHBMだけでなく、ファウンドリと先端パッケージの実績を積める可能性が生まれる。","quote_start":39,"quote_end":133,"text_sha256":"ade7d898c901a0bd85532e75c7422e3ffd1f2f37422805916a1c0da21a4dcbe1","block_sha256":"ade7d898c901a0bd85532e75c7422e3ffd1f2f37422805916a1c0da21a4dcbe1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_b98006b6-eb52-4034-8641-2cba23d66483"},{"id":"occ_f063baed38a15efe43633120","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_cacfa594-dae9-4027-be2d-eb15ec78b266","section_id":"sec_08c968b2-f85a-4b08-a2f2-58e5139c3387","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"SK hynixは、NVIDIAとの次世代HBM共同開発と長期供給を通じて、HBM4以降の需要に対する可視性を高められる。さらにSK TelecomのAIファクトリーがグループ内需要を作る。","quote_start":0,"quote_end":95,"text_sha256":"4dff82c07191da4a8d43fe685ca70694270dbfc477aa08edb7c0b2f61ff093ea","block_sha256":"4dff82c07191da4a8d43fe685ca70694270dbfc477aa08edb7c0b2f61ff093ea","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_cacfa594-dae9-4027-be2d-eb15ec78b266"},{"id":"occ_9e0d8cd234700986aba515cf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_ce723484-8420-4d21-9e93-f1e9c7e8eadd","section_id":"sec_ef30cd02-b3d0-43fe-b65a-e9e4660fff0b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"SK GroupとNVIDIAの5000億ドル超の構想は、単純なHBM供給契約ではない。","quote_start":0,"quote_end":44,"text_sha256":"b4ffaa3852e1b1516127da368517f3c1f02063e9916a01b48a2205e744e97447","block_sha256":"b4ffaa3852e1b1516127da368517f3c1f02063e9916a01b48a2205e744e97447","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_ce723484-8420-4d21-9e93-f1e9c7e8eadd"},{"id":"occ_89485879ddcead3f9ad5614a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_d4e1ff4d-4690-4726-a2ca-255bcdc8211b","section_id":"sec_36bdd9fd-6aa2-487b-9886-e5f9564fc740","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"AI半導体市場では、単に優れたHBMを開発するだけでは不十分になっている。","quote_start":0,"quote_end":37,"text_sha256":"c72aaa5e215fc1d206761814ba353eb48c8799d6f22c08cc93b2f999e522a865","block_sha256":"c72aaa5e215fc1d206761814ba353eb48c8799d6f22c08cc93b2f999e522a865","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_d4e1ff4d-4690-4726-a2ca-255bcdc8211b"},{"id":"occ_3a0ef377946e59ab9fc0db3e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_d6f42ab8-bfec-4374-b7e4-d8ee25ad0e45","section_id":"sec_bd523445-1cdd-4a9d-8307-aa2477ebf3a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"2000億ドルという数字には、Samsungが供給するHBM、ファウンドリー、パッケージだけでなく、完成したBroadcom製品が生み出す長期的な事業価値が含まれている可能性がある。","quote_start":0,"quote_end":91,"text_sha256":"e2d2cac8c7dbf02737b01623e3b3afafb6d50b3f47258fbf21249eda1efed753","block_sha256":"e2d2cac8c7dbf02737b01623e3b3afafb6d50b3f47258fbf21249eda1efed753","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_d6f42ab8-bfec-4374-b7e4-d8ee25ad0e45"},{"id":"occ_e5317c94f4998e5965ef085f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_d85a1206-e540-4eea-86ec-7c41608cd061","section_id":"sec_ef30cd02-b3d0-43fe-b65a-e9e4660fff0b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"> SK hynixがHBMを供給する  \n> ↓  \n> NVIDIAがAIシステムを製造する  \n> ↓  \n> SK TelecomがAIファクトリーを運営する  \n> ↓  \n> 企業がGPU計算資源を利用する  \n> ","quote_start":0,"quote_end":114,"text_sha256":"cb77db0d5eb8e46ba86e636e9e6c1e09d8f8b02678ecd5aff21ac0ac79067466","block_sha256":"cb77db0d5eb8e46ba86e636e9e6c1e09d8f8b02678ecd5aff21ac0ac79067466","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_d85a1206-e540-4eea-86ec-7c41608cd061"},{"id":"occ_cabd42b2b6acf5f19a28814f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_e8433a8b-0714-4739-9593-6ed55aa984ea","section_id":"sec_d3ad3fa5-88c9-4835-93a1-2eb657ac82d8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"AIモデル企業が半導体メーカーと直接交渉し、GPU、ASIC、HBM、ストレージを複数経路で確保するようになれば、SamsungやSK hynixはクラウド事業者だけでなく、AIモデル企業とも長期契約を結べる。","quote_start":0,"quote_end":105,"text_sha256":"5954e83f2232b6c47829d9601a4146b1a01be3e988c6106d2e39e3e2878db6ac","block_sha256":"5954e83f2232b6c47829d9601a4146b1a01be3e988c6106d2e39e3e2878db6ac","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_e8433a8b-0714-4739-9593-6ed55aa984ea"},{"id":"occ_f7e20ce467689bf94350293d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_e985554b-ca86-4de8-a588-34a8912a5adc","section_id":"sec_47bc02dd-242a-4854-b75a-2a4ea4698fcb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"この計画で注目すべきなのは、SK hynixが単に完成したHBMをNVIDIAへ販売する関係ではなくなることだ。","quote_start":0,"quote_end":56,"text_sha256":"c5566f2d3df993ceb818e9854fe5044801025d96987f7926502734c239ba80f3","block_sha256":"c5566f2d3df993ceb818e9854fe5044801025d96987f7926502734c239ba80f3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_e985554b-ca86-4de8-a588-34a8912a5adc"},{"id":"occ_05695bb724cdd91984a0eacf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_ec679d8d-592b-4703-86da-f5db0e1506d5","section_id":"sec_16d28715-a98b-4740-a3a4-0cc2b5efc2fb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"例えば、あるハイパースケーラーがBroadcomとAI ASICを共同開発する場合、HBMメーカーはハイパースケーラーと数量・価格を協議し、Broadcomと技術仕様を協議する。","quote_start":0,"quote_end":89,"text_sha256":"ef0e7bedc56e05fd4a9225d95d08cbce574abfff5e996b04467fce2de2816e33","block_sha256":"ef0e7bedc56e05fd4a9225d95d08cbce574abfff5e996b04467fce2de2816e33","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_ec679d8d-592b-4703-86da-f5db0e1506d5"},{"id":"occ_f8be102586c8565a259aa821","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7","block_id":"blk_ec95e6b2-64e0-472e-ad36-145c0263b164","section_id":"sec_0d6161bb-301c-4142-b922-aae625b987c1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"韓国は米国企業に対して、HBM、ファウンドリ、先端パッケージ、データセンターを提供する。一方で、韓国側もNVIDIAのGPUやソフトウェア、Broadcomの設計、米国資本を大量に利用する。","quote_start":0,"quote_end":95,"text_sha256":"5518f3c8bbfbae35e576fa3fece1a79dc449b4d5e8ff2c231ef603a7319afa8a","block_sha256":"5518f3c8bbfbae35e576fa3fece1a79dc449b4d5e8ff2c231ef603a7319afa8a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_00217178-ae5e-4e98-87ca-c35048af1ca4/#blk_ec95e6b2-64e0-472e-ad36-145c0263b164"},{"id":"occ_ead47804b195445be6e4d733","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_01c4b1d1-a854-4507-a2d7-bcf6b40fafd5","work_id":"wrk_dbe273d0-7a27-4a33-8051-93c6d0c21198","block_id":"blk_b8fddaad-330a-4572-ae80-a56be712f294","section_id":"sec_310d6323-19e6-41f4-9d09-85acc420e3ea","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_01c4b1d1-a854-4507-a2d7-bcf6b40fafd5/#blk_b8fddaad-330a-4572-ae80-a56be712f294"},{"id":"occ_bd1ba70081e75deeffe8cc5b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_01fd9ef5-e950-489e-8feb-7c8ac4a60ef9","work_id":"wrk_609ce9dd-c516-4bb8-b42f-2322d2d4051c","block_id":"blk_4b0d886c-dd5c-4465-8a81-3feb5a8a070c","section_id":"sec_b9469f2a-a9e0-4270-8bd2-ad81c50fef5a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"2026年現在、AIトレーニングクラスター向けの広帯域メモリ（HBM）やエンタープライズSSDの需要が爆発的に増加しており、Samsung、SK Hynix、Micronといった主要メモリメーカーの生産能力を圧迫しています1。これらのメーカーは、利益率の高いAI向け製","quote_start":0,"quote_end":134,"text_sha256":"e0187d3451dfbc71777e3a53d66f8cdeddf195aca486a4e6f79b3e5dbb564ae1","block_sha256":"e0187d3451dfbc71777e3a53d66f8cdeddf195aca486a4e6f79b3e5dbb564ae1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_01fd9ef5-e950-489e-8feb-7c8ac4a60ef9/#blk_4b0d886c-dd5c-4465-8a81-3feb5a8a070c"},{"id":"occ_003015a41a83f622af0ea932","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_01fd9ef5-e950-489e-8feb-7c8ac4a60ef9","work_id":"wrk_609ce9dd-c516-4bb8-b42f-2322d2d4051c","block_id":"blk_af4bedcb-3264-4667-a06f-41bbb1599365","section_id":"sec_7d654b3e-b994-4395-9deb-f6ce96f998cf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"- **DRAM/SSD**: AIサーバー向けのHBMやエンタープライズSSDに生産ラインを奪われ、供給そのものが物理的に不足しています。価格上昇は急激で、2026年中は高止まりが続くでしょう。\n- **HDD**: 物理的な部材不足というよりは、「需要","quote_start":0,"quote_end":128,"text_sha256":"9628fedc15af03aacffb0189ee0bd366d53f6c08697d7bf954a79d1fcfb0d01d","block_sha256":"9628fedc15af03aacffb0189ee0bd366d53f6c08697d7bf954a79d1fcfb0d01d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_01fd9ef5-e950-489e-8feb-7c8ac4a60ef9/#blk_af4bedcb-3264-4667-a06f-41bbb1599365"},{"id":"occ_dc6f2259013be84ea1ae9bea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_14f7a6a8-9dd9-4cd1-aa7b-4c1d6b02c2e1","section_id":"sec_2d7c9862-dc8c-44b7-9018-861bbf60712f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBMの発熱\n- ロジックの発熱\n- ダイサイズの不一致\n- 修理性\n- 歩留まり\n- 冷却\n- 大電流供給","quote_start":0,"quote_end":56,"text_sha256":"697f9c2a1c40f5cc7b0ea97c9eaf35d5486a29e454cdb415f2a86b7aee7b5d18","block_sha256":"697f9c2a1c40f5cc7b0ea97c9eaf35d5486a29e454cdb415f2a86b7aee7b5d18","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_14f7a6a8-9dd9-4cd1-aa7b-4c1d6b02c2e1"},{"id":"occ_2873b92b447661617b943923","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_1768d77e-b91f-422f-9f10-6f2c082286a6","section_id":"sec_5ac7466c-f5f7-4285-a595-f56612c10fe5","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":93,"end":96,"exact":"HBM","quote":"  │\nActive Base Die\n    │\n2.5D Interposer\n ┌──┼──────┐\nHBM HBM  Optical I/O\n    │\nPackage Substrate\n```","quote_start":38,"quote_end":141,"text_sha256":"1e29d08d475390bb6bdb48151b41af43b21f958935fe6a80f1c70c4c8b87768c","block_sha256":"1e29d08d475390bb6bdb48151b41af43b21f958935fe6a80f1c70c4c8b87768c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_1768d77e-b91f-422f-9f10-6f2c082286a6"},{"id":"occ_db14462aeb0e7c83a6c417fa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_1d908b25-7f2d-4c11-adc1-b987f60cd127","section_id":"sec_00346202-9526-48d9-9422-789ee0a85dd8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":114,"end":117,"exact":"HBM","quote":"tとSoICでは、異なるアクティブダイをHybrid Bondingで接合する。CoWoSでは、ロジックダイとHBMを巨大な2.5Dパッケージへ統合する。","quote_start":59,"quote_end":136,"text_sha256":"6ec3081b4d35fc4a5ced0c07c1d450ea161030abca769dbeaa670818d2eb6ab8","block_sha256":"6ec3081b4d35fc4a5ced0c07c1d450ea161030abca769dbeaa670818d2eb6ab8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_1d908b25-7f2d-4c11-adc1-b987f60cd127"},{"id":"occ_4c92e731a69f074f4c5205f2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_20a0be95-482f-4726-bc91-d2189e9636b5","section_id":"sec_c5607d03-f325-47f6-8f5e-4d3c2bbb0958","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"- 演算器とキャッシュは上下へ近接\n- HBMは横へ大容量接続\n- パッケージ外へは基板経由\n- 光I/Oはエッジへ配置","quote_start":0,"quote_end":60,"text_sha256":"d399cdc5212899cc7a627ee54e06b5d3c8a6a16e957ad52fa0607dd1b0de45f0","block_sha256":"d399cdc5212899cc7a627ee54e06b5d3c8a6a16e957ad52fa0607dd1b0de45f0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_20a0be95-482f-4726-bc91-d2189e9636b5"},{"id":"occ_da56b25d89ba71c7be9c07e5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_2cf1af12-225c-4c1c-a116-e590d36b7b97","section_id":"sec_bb25127e-bbc2-4188-8541-7d6659070eb4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBMのDRAM積層\n- イメージセンサーの積層\n- SRAM／Cache-on-Logic\n- マイクロバンプ型3D積層\n- Hybrid Bonding型の一部3D製品\n- SoIC、Foveros系プ","quote_start":0,"quote_end":105,"text_sha256":"b238c90fad420ab8adf59f0a67ef048705cdcde2daf656272b3ba71d18fb12d2","block_sha256":"b238c90fad420ab8adf59f0a67ef048705cdcde2daf656272b3ba71d18fb12d2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_2cf1af12-225c-4c1c-a116-e590d36b7b97"},{"id":"occ_3e384aa8efe771a6b94c67bc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_37f40175-24ea-42fe-8bb2-6af472703a16","section_id":"sec_2d7c9862-dc8c-44b7-9018-861bbf60712f","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM      Compute      HBM\n  ╲        │        ╱\n    Interposer\n```","quote_start":0,"quote_end":70,"text_sha256":"6aab228d73ec8c095aa4dee4d481d7177fd124fd94ad2f68aa45c7d046e734b4","block_sha256":"6aab228d73ec8c095aa4dee4d481d7177fd124fd94ad2f68aa45c7d046e734b4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_37f40175-24ea-42fe-8bb2-6af472703a16"},{"id":"occ_6af8de2c52087810962ae542","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_39fdc75f-4068-4da0-a191-55d4b938a850","section_id":"sec_2d7c9862-dc8c-44b7-9018-861bbf60712f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM自体はDRAMダイを3D積層している。","quote_start":0,"quote_end":22,"text_sha256":"eb4d48013d50207d83d07e16c4a8ad4f0a1a35b4e0c8d86a4ea4cbb403eef302","block_sha256":"eb4d48013d50207d83d07e16c4a8ad4f0a1a35b4e0c8d86a4ea4cbb403eef302","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_39fdc75f-4068-4da0-a191-55d4b938a850"},{"id":"occ_cba6f19e17f7b4928caa03d5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_46dd27bd-5900-4eb8-9a96-8c1d2719c732","section_id":"sec_2d7c9862-dc8c-44b7-9018-861bbf60712f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"> **局所SRAMは垂直積層、巨大容量HBMは横方向の2.5D接続**","quote_start":0,"quote_end":36,"text_sha256":"ecbc3b9ad86d08f3212d5a7fefc5655d1fdbbccd7dc3a676e8335dc8d526d5f0","block_sha256":"ecbc3b9ad86d08f3212d5a7fefc5655d1fdbbccd7dc3a676e8335dc8d526d5f0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_46dd27bd-5900-4eb8-9a96-8c1d2719c732"},{"id":"occ_73be42f2f024c4a557eb871d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_5b5e590b-af1a-4af1-ac49-25de553591ff","section_id":"sec_f22e7b7a-adc9-4b35-8fe3-3d21f2d31b04","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":56,"end":59,"exact":"HBM","quote":" 演算器をどこへ置くか\n- メモリーをどれだけ近づけるか\n- 電源をどう届けるか\n- 熱をどこへ逃がすか\n- HBMを何個つなぐか\n- 光通信をどこへ置くか\n- 複数のダイをどう管理するか","quote_start":1,"quote_end":95,"text_sha256":"3b2ae1fb4af4866c9d2fb4bf9129931db4075b219ed7b9fab1ba3668c2c4dd8a","block_sha256":"3b2ae1fb4af4866c9d2fb4bf9129931db4075b219ed7b9fab1ba3668c2c4dd8a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_5b5e590b-af1a-4af1-ac49-25de553591ff"},{"id":"occ_17193645d669cc9373624955","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_69d773b4-8c03-4f4c-8574-ef013b43d310","section_id":"sec_cd4f5d3e-e325-46bc-bdd4-e1922742e443","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"- 上下方向：Foveros Direct\n- 横方向：EMIB\n- 周辺：HBM、I/Oダイ","quote_start":0,"quote_end":47,"text_sha256":"e43fd2e8342f12aabe0bd8d05096716b1a46d2bcdd050ceab92677964ce06eb4","block_sha256":"e43fd2e8342f12aabe0bd8d05096716b1a46d2bcdd050ceab92677964ce06eb4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_69d773b4-8c03-4f4c-8574-ef013b43d310"},{"id":"occ_5d04c0bf1bf7bc41419a788a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_84531005-c4c3-4d02-8bdf-208bddbf5cc1","section_id":"sec_2d7c9862-dc8c-44b7-9018-861bbf60712f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"CoWoSは、ロジックチップレットとHBMを高密度インターポーザー上へ統合するAI・HPC向け基盤として位置付けられている。([3DFabric](https://3dfabric.tsmc.com/english/dedicatedFoun","quote_start":0,"quote_end":121,"text_sha256":"85fa37930ed396b12edffd2a9bf022d8d711e944887bfd428ddf159e8e561c26","block_sha256":"85fa37930ed396b12edffd2a9bf022d8d711e944887bfd428ddf159e8e561c26","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_84531005-c4c3-4d02-8bdf-208bddbf5cc1"},{"id":"occ_94ff689e3f668813ccc73665","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_87b2540a-cad2-46b5-be87-db703b051be4","section_id":"sec_c5607d03-f325-47f6-8f5e-4d3c2bbb0958","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":85,"end":88,"exact":"HBM","quote":"\n下：Compute\n       │\nCoWoS Interposer\n  │             │\nHBM           HBM\n```","quote_start":30,"quote_end":106,"text_sha256":"85ca35f2574e8923d22bbfc62675b91229ff887a5302fb25d211afc9ef7e0f8e","block_sha256":"85ca35f2574e8923d22bbfc62675b91229ff887a5302fb25d211afc9ef7e0f8e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_87b2540a-cad2-46b5-be87-db703b051be4"},{"id":"occ_017d664528f8f1dc1e2f17c5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_8d122784-b9f0-47fe-aae3-2dd62ad084ba","section_id":"sec_2d7c9862-dc8c-44b7-9018-861bbf60712f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMは上へ積むべきか、横へ置くべきか","quote_start":0,"quote_end":22,"text_sha256":"2ce837cd2e28b22a9eac199c848a7cafccb048830f521570d7acd87b103c61be","block_sha256":"2ce837cd2e28b22a9eac199c848a7cafccb048830f521570d7acd87b103c61be","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_8d122784-b9f0-47fe-aae3-2dd62ad084ba"},{"id":"occ_b96978634ca4166dbb1b56c3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_938c30eb-31e2-453c-b72c-2f99136b203e","section_id":"sec_96533d12-6ca9-4c99-ac1c-34693413c32e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":413,"end":416,"exact":"HBM","quote":"のよりも熱、電源、クロック、EDA、テスト、歩留まりである。\n- 当面のAIチップでは、SRAMを垂直積層し、HBMをCoWoSやEMIBで横へ接続し、光I/Oをパッケージ外周へ配置する構成が有力である。\n- 将来の半導体性能を決める単位は、1枚のダイではなく、複数の演算層、メモリー、電源、光通信を統合したパッケー","quote_start":358,"quote_end":516,"text_sha256":"c9ba616b5d7dd36dbeeedf18db25ff002bb69f0d572bdb213625960758f9d330","block_sha256":"c9ba616b5d7dd36dbeeedf18db25ff002bb69f0d572bdb213625960758f9d330","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_938c30eb-31e2-453c-b72c-2f99136b203e"},{"id":"occ_727d7d06e201b4de36869107","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_a191db6b-74fe-45c7-9d20-45ce182d740e","section_id":"sec_cf2d9471-8f4d-4441-adb9-bdfaf8e98b63","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"- SRAMとMAC間の帯域を増やす\n- データ再利用を増やす\n- 外部HBMへのアクセスを減らす\n- データ移動電力を下げる","quote_start":0,"quote_end":63,"text_sha256":"3938751867a241cfedf959e9f1c4c6bda30aa9bcd06240afd3d3f9d526376fe2","block_sha256":"3938751867a241cfedf959e9f1c4c6bda30aa9bcd06240afd3d3f9d526376fe2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_a191db6b-74fe-45c7-9d20-45ce182d740e"},{"id":"occ_c0d46f45fca0f1bd01fb044f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_aca7a3e2-ee2f-4fed-90af-d696a87a85b5","section_id":"sec_2d7c9862-dc8c-44b7-9018-861bbf60712f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを演算ロジックの真上へ置けば配線をさらに短くできる可能性があるが、","quote_start":0,"quote_end":36,"text_sha256":"44a28cff1ba1496ed964007cfab451a5ab68547ff898f24e7dcf8d4d034c3aaa","block_sha256":"44a28cff1ba1496ed964007cfab451a5ab68547ff898f24e7dcf8d4d034c3aaa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_aca7a3e2-ee2f-4fed-90af-d696a87a85b5"},{"id":"occ_a0722f510386e2c0678136b7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_afcdb6a9-31b6-4a52-bd54-4bf5c4693e24","section_id":"sec_1ba5a3b8-606a-40b9-9692-32b9b4ad54a8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"- 上下方向：SoIC\n- 横方向：CoWoS\n- 外部メモリー：HBM","quote_start":0,"quote_end":36,"text_sha256":"7d67daca2de14119081b9c0279a2247a44bd38c5190b2e21bb9fa227f75b5c22","block_sha256":"7d67daca2de14119081b9c0279a2247a44bd38c5190b2e21bb9fa227f75b5c22","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_afcdb6a9-31b6-4a52-bd54-4bf5c4693e24"},{"id":"occ_5a69cbe51c7475a1feb86023","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_ca5b15f5-f0a4-4200-8e11-79c3a500c727","section_id":"sec_6a770b13-f0be-4188-beeb-3756f5614c8f","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":188,"end":191,"exact":"HBM","quote":"roller・I/O\n          │\nCoWoS／EMIB\n   ┌──────┴──────┐\n  HBM          HBM\n          │\n光I/O・ネットワーク\n```","quote_start":133,"quote_end":232,"text_sha256":"327a13be3f531e73a4ac8d3744c696d4e7ee10d79da24ade28291466ac00dda4","block_sha256":"327a13be3f531e73a4ac8d3744c696d4e7ee10d79da24ade28291466ac00dda4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_ca5b15f5-f0a4-4200-8e11-79c3a500c727"},{"id":"occ_ea0a4b30cf826f5c620d0382","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_e3134de0-945b-4807-ae75-4fe868952062","section_id":"sec_945d0489-005c-4020-8dcd-a29edcc4b06f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBM\n- 大型I/Oダイ\n- ネットワークチップレット\n- 光I/O","quote_start":0,"quote_end":37,"text_sha256":"847456a915341afe2792a0552e4d4f547388c3c48ffc5359049b4dffd4bd9ab5","block_sha256":"847456a915341afe2792a0552e4d4f547388c3c48ffc5359049b4dffd4bd9ab5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_e3134de0-945b-4807-ae75-4fe868952062"},{"id":"occ_8e5ae98a50402d27850ac1ef","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938","block_id":"blk_f185ae76-8aab-4392-b6a3-c6d7b90fcf98","section_id":"sec_bcc78d26-8f0a-456b-ab15-2014427f2f0b","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":266,"end":269,"exact":"HBM","quote":"y\nManagement\nPower Control\n\n       │ SoIC／Foveros\n\n横方向\nHBM ─ CoWoS／EMIB ─ HBM\n\n       │\n\nパッケージ外周\nOptical I/O\nNetwork Chiplet\nPCIe／CXL／UALink系I/O\n\n────────────","quote_start":211,"quote_end":369,"text_sha256":"eddc9a4122b36c3cefcf9946c1df14d35231bbda9bc92013c3055d7a3f9ab165","block_sha256":"eddc9a4122b36c3cefcf9946c1df14d35231bbda9bc92013c3055d7a3f9ab165","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_04caab49-911d-4fa8-9f6d-3786d6161ca6/#blk_f185ae76-8aab-4392-b6a3-c6d7b90fcf98"},{"id":"occ_f999b76fc84ef1f1d66a4a6f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_069f7cc4-0ca9-44ca-b711-fdfd84413ec4","work_id":"wrk_401fbe80-56cf-48d2-8341-cfc86b46941f","block_id":"blk_96b10e1e-fceb-4c07-8ed8-4cf95f7c1f1b","section_id":"sec_bc01db18-7b44-44d6-acfd-c3ed11b2f5ce","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":360,"end":363,"exact":"HBM","quote":" |\n| コスト | 低め | 高い | 非常に高い |\n| 主用途 | 汎用、コスト重視 | AI、HPC、HBM、アクセラレータ | SRAM積層、Logic-on-Logic |\n```","quote_start":305,"quote_end":401,"text_sha256":"acffd8784ec9f98ec286b2dd7e46956491ab1071c49494ec79504c2ba775e4c6","block_sha256":"acffd8784ec9f98ec286b2dd7e46956491ab1071c49494ec79504c2ba775e4c6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_069f7cc4-0ca9-44ca-b711-fdfd84413ec4/#blk_96b10e1e-fceb-4c07-8ed8-4cf95f7c1f1b"},{"id":"occ_3596474e50cd4e5f7ee1a3e1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_098e8803-5806-4df3-818d-ad62b9126a33","work_id":"wrk_bcf730dd-eb3e-4ba5-9ccc-9496775a234a","block_id":"blk_0973027e-8849-4836-86c0-4bf0fb27cde3","section_id":"sec_484b4f81-1bb4-4883-ae40-37890957c2c7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"ixは2026年第1四半期に売上高52.58兆ウォン、営業利益37.61兆ウォン、営業利益率72％を記録した。HBMと高性能DRAMの成長によって、利益の質は今回のメモリ大手の中でも非常に強い。([SK hynix Newsroom](https://news.skhynix.com/q1-2026-busines","quote_start":6,"quote_end":164,"text_sha256":"70d2a7b15a3ca3fd8653d4666c7e5b67eea5214c228fa46753a15198846c4ac4","block_sha256":"70d2a7b15a3ca3fd8653d4666c7e5b67eea5214c228fa46753a15198846c4ac4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_098e8803-5806-4df3-818d-ad62b9126a33/#blk_0973027e-8849-4836-86c0-4bf0fb27cde3"},{"id":"occ_ab6beb6d4b94ab470a05eaac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_098e8803-5806-4df3-818d-ad62b9126a33","work_id":"wrk_bcf730dd-eb3e-4ba5-9ccc-9496775a234a","block_id":"blk_59376c1c-85ad-40f8-a3a3-f5360effa7a9","section_id":"sec_3793edec-bd48-457e-90f9-c65168416924","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"AIメモリ、HBM、DRAM価格上昇を先回りする信用買い。","quote_start":0,"quote_end":29,"text_sha256":"c262a08a5b43106e67bfc57cbf19d36778e2d9fea0c343257a9fc27550c9c391","block_sha256":"c262a08a5b43106e67bfc57cbf19d36778e2d9fea0c343257a9fc27550c9c391","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_098e8803-5806-4df3-818d-ad62b9126a33/#blk_59376c1c-85ad-40f8-a3a3-f5360effa7a9"},{"id":"occ_1c8818c4419b1a69f3bb4e77","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_098e8803-5806-4df3-818d-ad62b9126a33","work_id":"wrk_bcf730dd-eb3e-4ba5-9ccc-9496775a234a","block_id":"blk_60b369eb-3cdb-4095-a8a7-a49322090037","section_id":"sec_fadc756b-430d-404d-93f4-7305b0cc4fa9","layer":"code","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":" 主な市場 | レバレッジ解消の特徴 |\n| Samsung Electronics | DRAM・NAND・HBM＋スマホ・家電 | 韓国 | 信用融資、国内外2倍ETF。ETFは速いが信用融資は長く残る |\n| SK hynix | HBM・DRAM中心 | 韓国 | 信用、巨大な2倍ETF、ADR。最も高β。","quote_start":17,"quote_end":175,"text_sha256":"5bdb8492e0402e4e0850d5ce48f5934bf1e6fa9d2b3bd559e6d974aaaeea6a8a","block_sha256":"5bdb8492e0402e4e0850d5ce48f5934bf1e6fa9d2b3bd559e6d974aaaeea6a8a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_098e8803-5806-4df3-818d-ad62b9126a33/#blk_60b369eb-3cdb-4095-a8a7-a49322090037"},{"id":"occ_623bbfbad05e54df5cc0e580","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_04075077-2910-4727-91f7-c2ddb1093976","section_id":"sec_dacd34d8-a85c-405d-ac68-65929c26a1d5","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"AIラック全体のうち、HBM/高性能メモリ関連は25〜35%を占める可能性がある。基準シナリオでは、2026〜2030年累計で1,900億〜2,700億ドル程度のHBM関連需要が生まれ得る。","quote_start":0,"quote_end":95,"text_sha256":"b3a5b57636380780d528324989fef3cc099e75d1fb5ecd3695f9c63735b21610","block_sha256":"b3a5b57636380780d528324989fef3cc099e75d1fb5ecd3695f9c63735b21610","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_04075077-2910-4727-91f7-c2ddb1093976"},{"id":"occ_7f892ff0350c69182d780d65","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_05bee2b1-2698-455b-a830-de5d9bf0ddf2","section_id":"sec_c642562b-28f4-4d95-8340-2dfa36785351","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"第四に、メモリサイクルの再来リスクである。HBMは構造的成長商品だが、メモリである以上、サイクルから完全には逃れられない。2026〜2028年は不足しやすい。しかし2029〜2030年に供給増、需要鈍化、旧世代品の残価低下が重なると、HBMにも価格","quote_start":0,"quote_end":124,"text_sha256":"dc1a9fcee0920482e1cc3d76f9cf786145a245aa6299f038215298034ef9f6b6","block_sha256":"dc1a9fcee0920482e1cc3d76f9cf786145a245aa6299f038215298034ef9f6b6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_05bee2b1-2698-455b-a830-de5d9bf0ddf2"},{"id":"occ_823e7181d0a8595440a8b50e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_0ead9c20-aa63-4b7f-971b-23d4508f650b","section_id":"sec_4f245fb2-372d-4c54-ab6e-f480affc10d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"AIインフラの需要を考えるうえで、HBMは特別な位置にある。","quote_start":0,"quote_end":30,"text_sha256":"0dda7c5511123c4f971c053a40858619b973d5856fd5e58d99c6fe90bce6475b","block_sha256":"0dda7c5511123c4f971c053a40858619b973d5856fd5e58d99c6fe90bce6475b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_0ead9c20-aa63-4b7f-971b-23d4508f650b"},{"id":"occ_0a495cf40e74afe43fc7c5fd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_1048b359-13a3-420e-969a-c24d154595da","section_id":"sec_4f245fb2-372d-4c54-ab6e-f480affc10d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、単なる「速いDRAM」ではない。AIアクセラレータの性能、消費電力、パッケージ設計、熱設計、供給能力を決める中核部材である。","quote_start":0,"quote_end":67,"text_sha256":"cd050eb21addf2f6f83dff8f32f1316ae97079a1dbd19a18c3fccabe1a80a745","block_sha256":"cd050eb21addf2f6f83dff8f32f1316ae97079a1dbd19a18c3fccabe1a80a745","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_1048b359-13a3-420e-969a-c24d154595da"},{"id":"occ_3407be72f32f4487b234daec","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_1867a321-eefc-4f0b-9972-d4c89edbd495","section_id":"sec_4f245fb2-372d-4c54-ab6e-f480affc10d4","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"GPUやXPUの世代が進むほど、HBMの容量、帯域、スタック数は増える。NVIDIA GPUだけではなく、Broadcom XPU、Google TPU、AMD Instinct、Amazon Trainium、Meta MTIA、各社カ","quote_start":0,"quote_end":119,"text_sha256":"83d54ae7fb41e7e2d1ee62dba15a3e8b58f62e81a2375dc0667d0051d225486f","block_sha256":"83d54ae7fb41e7e2d1ee62dba15a3e8b58f62e81a2375dc0667d0051d225486f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_1867a321-eefc-4f0b-9972-d4c89edbd495"},{"id":"occ_f3449cb5fe9bcdb1cde363c7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_1ba0c6ca-899a-4242-bbad-020d8419a2a7","section_id":"sec_dacd34d8-a85c-405d-ac68-65929c26a1d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"ここで注意すべきなのは、HBMや先端パッケージは「AIラック/GPU/XPU/サーバー」の内数であることだ。","quote_start":0,"quote_end":54,"text_sha256":"72e4d7d206bdad4d9507c66b12bd179b535af117c0e89061100230cb6b62503a","block_sha256":"72e4d7d206bdad4d9507c66b12bd179b535af117c0e89061100230cb6b62503a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_1ba0c6ca-899a-4242-bbad-020d8419a2a7"},{"id":"occ_d09e038041b9d12bc0feed02","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_1d89f7cf-190f-4aa6-994e-5f7326d7a144","section_id":"sec_c642562b-28f4-4d95-8340-2dfa36785351","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"第一に、旧世代GPU/XPU/HBMの残価リスクである。GPUやXPUは、発電所や通信塔と違って陳腐化が速い。3〜5年で世代が変わる。長期リースやSPVで組成されたAIインフラが、旧世代設備を大量に抱えたまま、次世代モデルの需要に合わな","quote_start":0,"quote_end":118,"text_sha256":"1da5b1ced24c9db8218174a8e6fc4ab02418095128659ccaf3d8dbc8ffbccd5c","block_sha256":"1da5b1ced24c9db8218174a8e6fc4ab02418095128659ccaf3d8dbc8ffbccd5c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_1d89f7cf-190f-4aa6-994e-5f7326d7a144"},{"id":"occ_9ed779927e59a6284aa429b4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_224d508a-d378-486d-84b2-1141ba0b5e74","section_id":"sec_0100c655-6710-48b5-b84b-d710bf4d17c2","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM","HBM3E","HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"特にHBMは、普通のDRAMより増産が難しい。DRAMウェハだけではなく、TSV、積層、ベースダイ、先端パッケージ、テスト、歩留まり、顧客認証が必要になる。HBM3EからHBM4、HBM4Eへ進むほど、ベースダ","quote_start":0,"quote_end":105,"text_sha256":"1834b7fb0d895879a0dc75fd6949f30ce003bbef785e19e7e8883c4f2e9f8fea","block_sha256":"1834b7fb0d895879a0dc75fd6949f30ce003bbef785e19e7e8883c4f2e9f8fea","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_224d508a-d378-486d-84b2-1141ba0b5e74"},{"id":"occ_2960a808cfea0e823971d198","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_24a3839c-3611-4769-bb1d-335295d770be","section_id":"sec_57727a99-8ad9-4d28-9697-2ac165ecb213","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを押さえられるか。","quote_start":0,"quote_end":12,"text_sha256":"364fac09ee84039fade76c8a199a8644ffcfab6eb2e260f5f89c68f8a28942ab","block_sha256":"364fac09ee84039fade76c8a199a8644ffcfab6eb2e260f5f89c68f8a28942ab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_24a3839c-3611-4769-bb1d-335295d770be"},{"id":"occ_efe182edd4d70a4f55789a53","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_253e8181-a6c6-46a6-aba3-b9314a922b78","section_id":"sec_0100c655-6710-48b5-b84b-d710bf4d17c2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM増産は普通のDRAM供給を圧迫する","quote_start":0,"quote_end":23,"text_sha256":"9eff2ad4a2655da6bc21b80e820f46b9845936ed76289f2b3393694714c5abaf","block_sha256":"9eff2ad4a2655da6bc21b80e820f46b9845936ed76289f2b3393694714c5abaf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_253e8181-a6c6-46a6-aba3-b9314a922b78"},{"id":"occ_f794bc15facb01b5921d7de5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_26332e48-3b60-4663-ac0a-762946ac2cdf","section_id":"sec_dacd34d8-a85c-405d-ac68-65929c26a1d5","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"MicronはHBM市場が2025年の約350億ドルから2028年に約1000億ドルへ成長する見方を示しており、HBMがAIインフラ投資の中心部材になっていることを裏づける。([Micron Technology][6]","quote_start":0,"quote_end":110,"text_sha256":"5efbc88248657b63b5f1bc9c2d7f1b31ceb0e7d08c3b769e47989c86eee29a32","block_sha256":"5efbc88248657b63b5f1bc9c2d7f1b31ceb0e7d08c3b769e47989c86eee29a32","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_26332e48-3b60-4663-ac0a-762946ac2cdf"},{"id":"occ_f1729b069b6df9382f208e40","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_29301c7b-edd0-4007-9651-0d8ce04a7b2b","section_id":"sec_dcc5746a-4a23-453f-b320-41b08311d5c2","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"2026〜2028年は、HBM、CoWoS、先端パッケージ、基板、テスト、光部品が制約になりやすい。特にAI XPV PlatformのようなXPUベースの計算容量が増えると、NVIDIA GPUだけでなく、Broadcom系AS","quote_start":0,"quote_end":115,"text_sha256":"51df5ee76773cac15535a8c6679242d4a65f7787685d02a376491c5ee756be16","block_sha256":"51df5ee76773cac15535a8c6679242d4a65f7787685d02a376491c5ee756be16","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_29301c7b-edd0-4007-9651-0d8ce04a7b2b"},{"id":"occ_c5a6e7e992967dd3b48b22a6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_35e86fcf-8d92-411a-afa9-05f68beee7bb","section_id":"sec_4f245fb2-372d-4c54-ab6e-f480affc10d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"しかしHBMは、AIアクセラレータに設計段階から組み込まれる。顧客認証が必要であり、供給契約も長期化しやすい。スポット市場で余ったから安売りする、という性格がDDRやNANDより弱い。","quote_start":0,"quote_end":92,"text_sha256":"e60bd68a4000942265c1917e8e577179436ef3fb9de949181f765669c9aa902d","block_sha256":"e60bd68a4000942265c1917e8e577179436ef3fb9de949181f765669c9aa902d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_35e86fcf-8d92-411a-afa9-05f68beee7bb"},{"id":"occ_912b976510fa40c6a0d0cc87","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_4b442b39-2235-4690-a720-1adc34b2b29e","section_id":"sec_4f245fb2-372d-4c54-ab6e-f480affc10d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMはAI工場の中核部材である","quote_start":0,"quote_end":19,"text_sha256":"b367356c396dec45d156f1af73ab2938f9e4c3394929c9ef25e3c78b56cfa0a1","block_sha256":"b367356c396dec45d156f1af73ab2938f9e4c3394929c9ef25e3c78b56cfa0a1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_4b442b39-2235-4690-a720-1adc34b2b29e"},{"id":"occ_dc2e3e5ca7351ef2bd632a9d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_50a50d8e-d6e5-4230-aec1-4f37823f58d7","section_id":"sec_1c04ad79-b36f-4b3c-abc6-772607f22086","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":53,"end":57,"exact":"HBM4","quote":"2028年以降には、増産効果が出始める可能性が高い。SK hynix、Micron、Samsungの投資、HBM4世代の歩留まり改善、新ラインの立ち上げ、パッケージ能力の拡大が進めば、2029〜2030年には一度需給が緩む局面もあり得る。","quote_start":0,"quote_end":119,"text_sha256":"38534efd0f5b68066f0ae92f488e8e37da044b5a16b4bb822a7474b199307a53","block_sha256":"38534efd0f5b68066f0ae92f488e8e37da044b5a16b4bb822a7474b199307a53","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_50a50d8e-d6e5-4230-aec1-4f37823f58d7"},{"id":"occ_44e52faf8b5f2b0abae2b064","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_69f41ae1-39a7-4cc6-8f72-c5bcdf97b994","section_id":"sec_1c04ad79-b36f-4b3c-abc6-772607f22086","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM不足が永遠に続くわけではない。","quote_start":0,"quote_end":18,"text_sha256":"22c3539605a86dcd1f44d763c1f790891ba2fabd33412e271cb5ff126d03d39c","block_sha256":"22c3539605a86dcd1f44d763c1f790891ba2fabd33412e271cb5ff126d03d39c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_69f41ae1-39a7-4cc6-8f72-c5bcdf97b994"},{"id":"occ_1500d1a59571c902415bd35f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_74758489-98b0-4594-9085-66882fec271c","section_id":"sec_01a886f3-17a2-42bb-88b4-e0698a322e9f","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":" --- | --- |\n| 2026年 | AIインフラ金融の発表ラッシュ。NVIDIA、Broadcom、HBM、光通信、電力設備、冷却、発電、ネオクラウドが再評価される |\n| 2027年 | 発表されたGWと実際に稼働するGWの差が見え始める。電力接続、変圧器、液冷、HBM、自治体反対が表面化する |\n| ","quote_start":17,"quote_end":175,"text_sha256":"95e5c7c769cd17006b6c77135424d02751cdf40e0dde41278be1387a7e4e644b","block_sha256":"95e5c7c769cd17006b6c77135424d02751cdf40e0dde41278be1387a7e4e644b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_74758489-98b0-4594-9085-66882fec271c"},{"id":"occ_3b563093e61ccb50267e9aba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_75d09511-fdb9-4bcd-9a66-653546421601","section_id":"sec_26ba8cdf-2810-4f14-b615-2a81876bbf2f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"これまでAIインフラの制約は、主にGPU不足として語られてきた。NVIDIA GPUが足りない。HBMが足りない。TSMCの先端パッケージが足りない。CoWoSが足りない。光通信が足りない。AIブームの裏側には、半導体供給網の物理的な限界があった。","quote_start":0,"quote_end":124,"text_sha256":"118960c4532adab7d86125307b501bb8842a26129ed0690b5a6173f0d6f90912","block_sha256":"118960c4532adab7d86125307b501bb8842a26129ed0690b5a6173f0d6f90912","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_75d09511-fdb9-4bcd-9a66-653546421601"},{"id":"occ_85b73be2474ee4c759ec8d9f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_79a52dc2-b124-4d27-b6e3-3bec0dab59b8","section_id":"sec_1c04ad79-b36f-4b3c-abc6-772607f22086","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"| 時期 | HBM需給 | DRAM全体への影響 |\n| --- | --- | --- |\n| 2026年 | 極めてタイト | HBM優先でDDR5/LPDDRも締まりやすい |\n| 2027年 | まだタイト |","quote_start":0,"quote_end":110,"text_sha256":"15952c02d40fbc200b9cb53ddd10a5fc856f4c8315158fcc55c98b8d5857d535","block_sha256":"15952c02d40fbc200b9cb53ddd10a5fc856f4c8315158fcc55c98b8d5857d535","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_79a52dc2-b124-4d27-b6e3-3bec0dab59b8"},{"id":"occ_7994456883cf0d6206192652","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_8b63b955-e751-4c86-b9c7-d12e22ff4de8","section_id":"sec_0100c655-6710-48b5-b84b-d710bf4d17c2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM市場は明確に増産局面に入っている。ただし、各社が無制限に増やすわけではない。","quote_start":0,"quote_end":41,"text_sha256":"fe5b4d89a90055c429d8a838a054b067a3fb223f1cf226e269ceb3f938dc2a49","block_sha256":"fe5b4d89a90055c429d8a838a054b067a3fb223f1cf226e269ceb3f938dc2a49","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_8b63b955-e751-4c86-b9c7-d12e22ff4de8"},{"id":"occ_de726d581231da769bf560d6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_8e35aca8-bc59-4565-a941-fa49af3fa1ed","section_id":"sec_1c04ad79-b36f-4b3c-abc6-772607f22086","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":111,"end":114,"exact":"HBM","quote":"te、Google TPU、Meta MTIA、Amazon Trainium、xAI、主権AI投資が、同時にHBMを取りに来る。しかも、それらは一時的なPC需要ではなく、GW単位のAI計算容量として長期契約化されやすい。","quote_start":56,"quote_end":167,"text_sha256":"6814e2649f67747233e95b61aab3716f22003f63b4ce99ccfe817dddbdacad54","block_sha256":"6814e2649f67747233e95b61aab3716f22003f63b4ce99ccfe817dddbdacad54","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_8e35aca8-bc59-4565-a941-fa49af3fa1ed"},{"id":"occ_998d8ceb58e7ad9ad083770c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_9a5279fe-9388-440e-8c55-d8898460f7f8","section_id":"sec_0f8e4392-06ac-4d33-b39e-df2990436b3e","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは記憶の鉱脈である。","quote_start":0,"quote_end":13,"text_sha256":"d03e74f354507f197c354226211976950c3d9eb137baeba89ba4e23548cc4f34","block_sha256":"d03e74f354507f197c354226211976950c3d9eb137baeba89ba4e23548cc4f34","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_9a5279fe-9388-440e-8c55-d8898460f7f8"},{"id":"occ_84fd7f8cf61cdcf66cc95cc0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_9e2871f4-fc04-4fc9-8c23-7a733cbf8a7d","section_id":"sec_0100c655-6710-48b5-b84b-d710bf4d17c2","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"つまり、HBM増産は単純に供給不足を解消するだけではない。短中期では、HBM増産そのものが、普通のDRAM不足を悪化させる可能性がある。","quote_start":0,"quote_end":68,"text_sha256":"3808381d126f83f33452c04737d17eef7f814b97b933621ef2d63968c32e69b3","block_sha256":"3808381d126f83f33452c04737d17eef7f814b97b933621ef2d63968c32e69b3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_9e2871f4-fc04-4fc9-8c23-7a733cbf8a7d"},{"id":"occ_9bbc491230f053c8c0c9e5ee","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_dd8dbc20-1d1c-442b-8809-ac9f95e04e3e","section_id":"sec_4f245fb2-372d-4c54-ab6e-f480affc10d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":37,"end":40,"exact":"HBM","quote":"つまり、AIインフラ・プラットフォームがGW単位で計算容量を組成するほど、HBM需要もGW単位で固定される。","quote_start":0,"quote_end":54,"text_sha256":"a23092a31995fca7125d114a89e9db06ccf12e290020d51860034543ef4910e7","block_sha256":"a23092a31995fca7125d114a89e9db06ccf12e290020d51860034543ef4910e7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_dd8dbc20-1d1c-442b-8809-ac9f95e04e3e"},{"id":"occ_6ecb2b8e58153412ccc1815d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_de4c56c1-a3c1-4924-a99e-896c6699594a","section_id":"sec_0100c655-6710-48b5-b84b-d710bf4d17c2","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、普通のDRAMとは完全に別の工場で作られるわけではない。基本的には、DRAMウェハ能力、工程能力、技術者、装置、テスト能力を使う。つまり、HBMに能力を振り向けるほど、一般DRAM、サーバーDDR","quote_start":0,"quote_end":103,"text_sha256":"66abfeb37999be5ffa0efba1e4fb91e1dd0053aeee3a0b54bcf9f927cbe5a35e","block_sha256":"66abfeb37999be5ffa0efba1e4fb91e1dd0053aeee3a0b54bcf9f927cbe5a35e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_de4c56c1-a3c1-4924-a99e-896c6699594a"},{"id":"occ_73184b99d35f191a521ac6ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_deaa3d1e-411e-401f-8f03-ef4bbe028fe0","section_id":"sec_d394c60f-012d-408e-8abd-b65642770154","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":272,"end":275,"exact":"HBM","quote":"には、年金、保険、退職資金、政府系ファンド、電力網投資がある。\n- 2030年までのAIインフラ需要は、電力・HBM・変圧器・土地・許認可に制約される。\n- HBMはAI工場の中核部材であり、増産は一般DRAM供給にも影響し得る。\n- AIインフラは2030年に向けて、民間IT設備から準公益事業へ近づいていく。","quote_start":217,"quote_end":373,"text_sha256":"ef70be321816ea6471a998a40a87f822c1f32b6f303df075b74536375958fdf5","block_sha256":"ef70be321816ea6471a998a40a87f822c1f32b6f303df075b74536375958fdf5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_deaa3d1e-411e-401f-8f03-ef4bbe028fe0"},{"id":"occ_7026181a68a46b1e4fa57796","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_eb23c6b9-48d7-4df9-ad61-c69df080c5aa","section_id":"sec_0100c655-6710-48b5-b84b-d710bf4d17c2","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"```text\nHBM需要が強い\n  ↓\nメモリ各社はHBMへ能力を優先配分する\n  ↓\n一般DRAMに回るウェハが減る\n  ↓\nDDR5 / LPDDR / 一般サーバーDRAMも締まりやすい\n  ↓\nAIサーバー以外の","quote_start":0,"quote_end":111,"text_sha256":"23ff4d450895f1d54769d57c4e4200a2609e4ba026f4413c050cfeca8005e00d","block_sha256":"23ff4d450895f1d54769d57c4e4200a2609e4ba026f4413c050cfeca8005e00d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_eb23c6b9-48d7-4df9-ad61-c69df080c5aa"},{"id":"occ_8a6ce3cca75594e5254e0692","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b","block_id":"blk_f0c62f45-98fe-4231-b441-caaab37da9fc","section_id":"sec_0100c655-6710-48b5-b84b-d710bf4d17c2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"さらに重要なのは、HBM増産がDRAM全体を救うとは限らないという点だ。","quote_start":0,"quote_end":36,"text_sha256":"392ca6fa58b16ff164baa4e7d8d0710c5a8454da0528c38b121103b03bdb694a","block_sha256":"392ca6fa58b16ff164baa4e7d8d0710c5a8454da0528c38b121103b03bdb694a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c/#blk_f0c62f45-98fe-4231-b441-caaab37da9fc"},{"id":"occ_88972403d7c6050abb4e7b17","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_0e2998ae-7b89-43cd-8b1b-64ccc97035de","section_id":"sec_4d645e38-d961-46ef-8cd7-aac891b07362","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":"ケージ基板内部へ小型のSilicon Bridgeを埋め込み、Logic-to-LogicやLogic-to-HBMを高密度接続する2.5D方式と定義している。","quote_start":17,"quote_end":97,"text_sha256":"1b32c3dfd7b1a811e91f9a9d3ef4b52e6e61541cee52113449b948dac9e02fd4","block_sha256":"1b32c3dfd7b1a811e91f9a9d3ef4b52e6e61541cee52113449b948dac9e02fd4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_0e2998ae-7b89-43cd-8b1b-64ccc97035de"},{"id":"occ_ebd0f4e49bb1e41379726f90","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_1022dc59-9a71-4983-abbc-102414a4ace3","section_id":"sec_ecb98d56-7b9f-4c2e-b07d-287378ab16c3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":"chitecture\n- RDL構造\n- TSV\n- bump pitch\n- package size\n- HBM support\n- mass production schedule","quote_start":17,"quote_end":110,"text_sha256":"aedf75873f1994a17fb70da8ccf6b847ad3781262da56aa7b44c69da6bb191e0","block_sha256":"aedf75873f1994a17fb70da8ccf6b847ad3781262da56aa7b44c69da6bb191e0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_1022dc59-9a71-4983-abbc-102414a4ace3"},{"id":"occ_4f23b602f6bf9b1243e9970e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_15231fdc-7b15-4432-8554-7ffdd9e834e1","section_id":"sec_e132e87c-eb28-4341-9142-2d151c2acc08","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":56,"end":59,"exact":"HBM","quote":" 欠陥による歩留まり悪化\n- レチクルサイズ上限\n- 最先端ノードを必要としないI/O部分まで高価になる\n- HBMやSerDesなど異なる技術を統合しにくい","quote_start":1,"quote_end":80,"text_sha256":"1d5ee71b8bc225ebc444723f0c35cbd7eef66285ab4d527bf934f52ab1e11fb1","block_sha256":"1d5ee71b8bc225ebc444723f0c35cbd7eef66285ab4d527bf934f52ab1e11fb1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_15231fdc-7b15-4432-8554-7ffdd9e834e1"},{"id":"occ_b60d898f3049396ac30779da","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_25aefe5f-bd62-4044-bde2-ffb6a6b28377","section_id":"sec_45c2d533-98b5-40eb-8e4f-592073536988","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"```\nCompute / I/O wafer\n        ↓\nTSMC等\n\nHBM\n        ↓\nSK hynix / Micron / Samsung\n\n        ↓\n\nIntel\nEMIB-T packaging\n```","quote_start":0,"quote_end":121,"text_sha256":"be55462fc510d1bed940791fb2ec0d0c110b65f1f0bbecc7659075c6503ade48","block_sha256":"be55462fc510d1bed940791fb2ec0d0c110b65f1f0bbecc7659075c6503ade48","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_25aefe5f-bd62-4044-bde2-ffb6a6b28377"},{"id":"occ_e16963d3650424beea879b50","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_3da67fc7-8a6b-4f33-921a-f912020c6f31","section_id":"sec_dfa37d81-a3e3-420a-aefd-2b3845e3a98a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"- 巨大AI package\n- 多数HBM\n- chiplet\n- UCIe\n- 高電力ASIC","quote_start":0,"quote_end":49,"text_sha256":"00f5056a33094788aee4d5ff6f6280631a30c6ee5f6a328d3a915f65379e032d","block_sha256":"00f5056a33094788aee4d5ff6f6280631a30c6ee5f6a328d3a915f65379e032d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_3da67fc7-8a6b-4f33-921a-f912020c6f31"},{"id":"occ_6fec261f5f6846c9e93d6e81","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_3e2316fb-75f9-434e-a6c7-19bc7b909ebf","section_id":"sec_dfa37d81-a3e3-420a-aefd-2b3845e3a98a","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"```\n前工程\n微細化\n↓\nCompute Die\n\nだけではなく\n\nHBM\n+\nAdvanced Packaging\n+\nABF\n+\nPower Delivery\n+\nThermal\n+\nTesting\n+\nOptical I/O\n```","quote_start":0,"quote_end":120,"text_sha256":"311fbf19c5a84de47cd46ed64c8b7b4c518af0eca0ccd351fb4ea5f416aba037","block_sha256":"311fbf19c5a84de47cd46ed64c8b7b4c518af0eca0ccd351fb4ea5f416aba037","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_3e2316fb-75f9-434e-a6c7-19bc7b909ebf"},{"id":"occ_c05d7555d887f6e001fbf9be","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_474e598f-0e86-4c80-be21-87380d76e6d2","section_id":"sec_f74807d6-83dd-4a54-82d3-61bae564e8d8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":37,"end":41,"exact":"HBM4","quote":"1. CoWoSより安い\n2. packageをさらに巨大化できる\n3. HBM4/HBM5へ対応\n4. power deliveryも改善\n5. yieldも十分高い","quote_start":0,"quote_end":84,"text_sha256":"0ed9319436b57e3f43c0089572d60b2c3b6c387f73fcaa394897ddf7e0af4550","block_sha256":"0ed9319436b57e3f43c0089572d60b2c3b6c387f73fcaa394897ddf7e0af4550","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_474e598f-0e86-4c80-be21-87380d76e6d2"},{"id":"occ_a663191ee44618b6ef16ea08","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_479a98dd-cf17-49cd-8ad5-14621d6e673c","section_id":"sec_62ffcbaa-e884-444b-b8a5-dbd3c227e3e7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"各社のHBMがEMIB-T上で認定されるかを見る。","quote_start":0,"quote_end":25,"text_sha256":"d50f7c3622239e0a50b73ce6a3115672a212ab3127ff9565bd3be01aceac2346","block_sha256":"d50f7c3622239e0a50b73ce6a3115672a212ab3127ff9565bd3be01aceac2346","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_479a98dd-cf17-49cd-8ad5-14621d6e673c"},{"id":"occ_6f83d7123c7734f17c9d1717","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_64e87b68-a8f6-46bd-bf34-878524ec176d","section_id":"sec_cc1acfc1-4478-45ef-af5d-07672d586ec8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"- CoWoS-S\n- CoWoS-L\n- パッケージサイズ\n- HBM数\n- Bridge数\n- yield","quote_start":0,"quote_end":55,"text_sha256":"e2a1f61112fad8df6c0a616a9deb15ba3aa5e775af181bd8a057b558b30c8b81","block_sha256":"e2a1f61112fad8df6c0a616a9deb15ba3aa5e775af181bd8a057b558b30c8b81","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_64e87b68-a8f6-46bd-bf34-878524ec176d"},{"id":"occ_630f338318a829bfe1f61b50","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_660c132f-4883-4f47-8201-d6b7c303e549","section_id":"sec_62ffcbaa-e884-444b-b8a5-dbd3c227e3e7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":9,"end":13,"exact":"HBM4","quote":"## KPI 5　HBM4/HBM5 qualification","quote_start":0,"quote_end":32,"text_sha256":"56d4877edb147e17ee649e5e59f6d740c6868982a479dba1bf3a419e8bac4525","block_sha256":"56d4877edb147e17ee649e5e59f6d740c6868982a479dba1bf3a419e8bac4525","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_660c132f-4883-4f47-8201-d6b7c303e549"},{"id":"occ_3ba9e47d4d1d4a4ad4098e3a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_6ca31087-44c0-475f-bbd1-3af37217295a","section_id":"sec_c268fc4d-161c-4e84-8919-d88ca87f1c0c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"報道ではSK hynixがIntel packaging上でHBMが安定動作するかを評価している。([Tom's Hardware](https://www.tomshardware.com/tech-industry/google-reportedly-books","quote_start":0,"quote_end":133,"text_sha256":"84b14fed7047e484de170165fbf6e52e79a01ab257c27d49e9a08d1f525d25a4","block_sha256":"84b14fed7047e484de170165fbf6e52e79a01ab257c27d49e9a08d1f525d25a4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_6ca31087-44c0-475f-bbd1-3af37217295a"},{"id":"occ_b9d83ba85957f344c5ddd606","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_76ddcd5b-2881-45b5-9d46-fd4ccc718565","section_id":"sec_e132e87c-eb28-4341-9142-2d151c2acc08","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"```\nCompute Die\n+\nI/O Die\n+\nHBM\n+\nNetwork Die\n+\nOptical I/O\n```","quote_start":0,"quote_end":63,"text_sha256":"ffc6c7ec8eae59298a51f9e6b6f27ef94ef75c1421991b73cd60cae986f261b5","block_sha256":"ffc6c7ec8eae59298a51f9e6b6f27ef94ef75c1421991b73cd60cae986f261b5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_76ddcd5b-2881-45b5-9d46-fd4ccc718565"},{"id":"occ_933df7ed790eeec882dd31c0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_83168cf3-ab3a-4259-921f-31408b2d5ac1","section_id":"sec_e9742a16-c1ff-4593-85a5-463c28fb306f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"- Cost -40%\n- Package size +\n- HBM capacity +\n- Power delivery +","quote_start":0,"quote_end":64,"text_sha256":"985ceab9d1d0d4cacf4316e8f276d0ba34612194661c4984a91317ca087d7f8a","block_sha256":"985ceab9d1d0d4cacf4316e8f276d0ba34612194661c4984a91317ca087d7f8a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_83168cf3-ab3a-4259-921f-31408b2d5ac1"},{"id":"occ_63d71f3b54df0a01bbd273de","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_84ac5bb1-a5e8-434a-965f-f63979c3b175","section_id":"sec_9117ad31-ad62-4559-b292-d67e9d25976e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"**16基以上のHBM4/HBM5と30個以上のEMIB-T Bridge**","quote_start":0,"quote_end":39,"text_sha256":"39f4db5eba2f36e69985126b96f544836d938f005030525ac19bdd4d21cf0670","block_sha256":"39f4db5eba2f36e69985126b96f544836d938f005030525ac19bdd4d21cf0670","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_84ac5bb1-a5e8-434a-965f-f63979c3b175"},{"id":"occ_64c668f0f673a39f25d259a2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_851c2838-64de-44b1-af7c-85950086a319","section_id":"sec_fd1024ff-a296-4446-ac4a-1fe16d56ca29","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM     GPU     HBM\n │       │       │\n ▼       ▼       ▼\n┌─────────────────┐\n│ Silicon          │\n│ In","quote_start":0,"quote_end":107,"text_sha256":"dfcd5caafa1414ef7c8da7d4154fcb2d2c298f51531310bba6643452e2cd7a4c","block_sha256":"dfcd5caafa1414ef7c8da7d4154fcb2d2c298f51531310bba6643452e2cd7a4c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_851c2838-64de-44b1-af7c-85950086a319"},{"id":"occ_33705be1523dec99c841c66f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_86c386b7-c808-477b-93a5-b1c54941dcc5","section_id":"sec_f53c84c7-20b2-48e3-ab4e-d9f32454bdd7","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":76,"end":79,"exact":"HBM","quote":"\n将来\n\nAdvanced Packaging\n ↓\nABF substrate\n ↓\nT-glass\n ↓\nHBM\n ↓\nTesting\n ↓\nThermal\n```","quote_start":21,"quote_end":105,"text_sha256":"f483003014c811c70276adaad42d8457f815cd3b9499e262e0c4974170d3027d","block_sha256":"f483003014c811c70276adaad42d8457f815cd3b9499e262e0c4974170d3027d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_86c386b7-c808-477b-93a5-b1c54941dcc5"},{"id":"occ_e11234562f6dd80a1e4bdb9d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_874bb409-0585-4740-aed8-063480e03e17","section_id":"sec_53bb81fe-ab50-4ba6-8d73-dd939830856a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"その上に載るCompute DieやHBMのmicro-bump接続が均一にならない。","quote_start":0,"quote_end":43,"text_sha256":"2f45d29decc28b5253b8052f357866f509ceca8b240736ffc0e61015e7596c0e","block_sha256":"2f45d29decc28b5253b8052f357866f509ceca8b240736ffc0e61015e7596c0e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_874bb409-0585-4740-aed8-063480e03e17"},{"id":"occ_8fd830e68504662451867078","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_97600061-a239-4b4d-8ce2-c81837c7e7d8","section_id":"sec_94e9b313-8110-46d9-92c7-5acbc2a58f12","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"- 数千～数万ドル級Compute Die\n- HBM\n- Bridge\n- ABF substrate","quote_start":0,"quote_end":52,"text_sha256":"a5b24fc7f50342f7f7da61d897144f96ac05d288c48ee51cae4f19b7abb09569","block_sha256":"a5b24fc7f50342f7f7da61d897144f96ac05d288c48ee51cae4f19b7abb09569","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_97600061-a239-4b4d-8ce2-c81837c7e7d8"},{"id":"occ_01b51d587b99108b6d4f805c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_97f842d6-3305-41b5-813a-a45ba454de0b","section_id":"sec_dfa37d81-a3e3-420a-aefd-2b3845e3a98a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"**substrate yield、warpage、25µm assembly yield、HBM qualification、Bridge数、ABF capacity、T-glass、顧客前払い、backlog**","quote_start":0,"quote_end":108,"text_sha256":"05af2df9ddbf2ca4dba4daad7e8f0cefdf451778f909c589f9b5de941b9a31ae","block_sha256":"05af2df9ddbf2ca4dba4daad7e8f0cefdf451778f909c589f9b5de941b9a31ae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_97f842d6-3305-41b5-813a-a45ba454de0b"},{"id":"occ_73ae458aa48bbd98827f73cf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_9c677731-cfea-45f7-83a4-b18e2fceec7e","section_id":"sec_de6ff487-20e9-4696-803d-3780a749275a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"結果としてHBMやUCIeの帯域を増やせる。","quote_start":0,"quote_end":22,"text_sha256":"a20500d115ecd3683845a1e08981afb252e2b0e7415796d19601f0f1665e88de","block_sha256":"a20500d115ecd3683845a1e08981afb252e2b0e7415796d19601f0f1665e88de","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_9c677731-cfea-45f7-83a4-b18e2fceec7e"},{"id":"occ_9d4da49ceb713f4971623c1e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_9e096172-6246-46b9-a84d-b196be80aa1d","section_id":"sec_62ffcbaa-e884-444b-b8a5-dbd3c227e3e7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM supplierを自由に選べるほどEMIB-Tの価値は高くなる。","quote_start":0,"quote_end":36,"text_sha256":"3d125370cacb13c3600155743a88ac31d339d4e7f2d2332a8a55d43a9efaf3d7","block_sha256":"3d125370cacb13c3600155743a88ac31d339d4e7f2d2332a8a55d43a9efaf3d7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_9e096172-6246-46b9-a84d-b196be80aa1d"},{"id":"occ_20d47d834c4137d80737f0d2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_9eee5a78-4a98-44d4-94ad-be8c98aeb03b","section_id":"sec_fd1024ff-a296-4446-ac4a-1fe16d56ca29","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":105,"end":108,"exact":"HBM","quote":"on Interconnect）を埋め込み、SoC-to-SoC、SoC-to-chiplet、SoC-to-HBMなどを高密度接続できる。3.5倍レチクルのCoWoS-Lは2024年から量産済みである。([3DFabric](https://3dfabric.tsmc.com/english/dedicatedF","quote_start":50,"quote_end":208,"text_sha256":"8469592f4f527a1cbc9504b4c982a0c17953d8e112f039e7948bb35fcf667e34","block_sha256":"8469592f4f527a1cbc9504b4c982a0c17953d8e112f039e7948bb35fcf667e34","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_9eee5a78-4a98-44d4-94ad-be8c98aeb03b"},{"id":"occ_0d4f74e2f10117637494f268","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_a541e429-8bcc-4cd7-a26a-e17dbe9b236f","section_id":"sec_dac93ec6-a5d5-421b-8e7f-1bac8012f7ba","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"高価なCompute DieやHBMを載せる前に、","quote_start":0,"quote_end":25,"text_sha256":"00452d14cb477284198908cef37cbee1db9a04018fac4f4d08f38d8c0a30d30c","block_sha256":"00452d14cb477284198908cef37cbee1db9a04018fac4f4d08f38d8c0a30d30c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_a541e429-8bcc-4cd7-a26a-e17dbe9b236f"},{"id":"occ_717ef40c8df2138dad071ab1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_a956efa2-eaa8-45be-9c1d-c11794b4abd0","section_id":"sec_dc98f462-320c-4ace-a88e-614ba36b6daa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを何スタック搭載できるのか。複数のCompute Dieをどれだけ短距離・低消費電力で接続できるのか。1kW級へ向かうAIプロセッサへどう電力を供給するのか。そして、それらを巨大な一つのパッケージとし","quote_start":0,"quote_end":103,"text_sha256":"aad9c1a8dfe41b5f684bfc5088f1c9bf36d51ef901babfada33669e84cc37fd6","block_sha256":"aad9c1a8dfe41b5f684bfc5088f1c9bf36d51ef901babfada33669e84cc37fd6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_a956efa2-eaa8-45be-9c1d-c11794b4abd0"},{"id":"occ_317fee411a010dcc2ba035c6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_b07248f1-df0b-4808-8c11-86333c7ad9b5","section_id":"sec_fd1024ff-a296-4446-ac4a-1fe16d56ca29","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM          GPU\n │            │\n └── EMIB-T ──┘\n\n════════════════\n ABF substrate\n════════════════\n```","quote_start":0,"quote_end":106,"text_sha256":"54b1ed1f01c2d894cd52a5470324e82f3115c0e23b5cc02bc21be3dca1f56e0f","block_sha256":"54b1ed1f01c2d894cd52a5470324e82f3115c0e23b5cc02bc21be3dca1f56e0f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_b07248f1-df0b-4808-8c11-86333c7ad9b5"},{"id":"occ_03e228835a5769bad99118b8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_c59e9cd0-cc8a-4957-8a0a-789a9ae63dbb","section_id":"sec_f74807d6-83dd-4a54-82d3-61bae564e8d8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"- PHY\n- shoreline\n- bump map\n- power delivery\n- HBM配置\n- thermal design","quote_start":0,"quote_end":70,"text_sha256":"e2547d47c868eaeb2033dd66ab0e6fe2fb9506e7f7094ac74700e15ff40d3de9","block_sha256":"e2547d47c868eaeb2033dd66ab0e6fe2fb9506e7f7094ac74700e15ff40d3de9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_c59e9cd0-cc8a-4957-8a0a-789a9ae63dbb"},{"id":"occ_11c2b33dde4cdae6651e289f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_c752a4cf-cb3f-47ce-9e10-14bf5ca456ab","section_id":"sec_228ecaee-6bc2-4675-a0fc-6d7093bc6a87","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"- qualification\n- substrate reservation\n- HBM qualification\n- package tape-out\n- pilot production","quote_start":0,"quote_end":97,"text_sha256":"018a7e3a037d9ecb7b10fd95819f0f79772b0a4d8bd7435b15bfcfaf7536ef37","block_sha256":"018a7e3a037d9ecb7b10fd95819f0f79772b0a4d8bd7435b15bfcfaf7536ef37","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_c752a4cf-cb3f-47ce-9e10-14bf5ca456ab"},{"id":"occ_c26929060dd1a7bd8a1ce9ba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_cbf84cf7-a4f7-4ec0-898e-fa0bc81ed387","section_id":"sec_9117ad31-ad62-4559-b292-d67e9d25976e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4e"],"evidence":{"text_basis":"markdown","start":97,"end":102,"exact":"HBM4e","quote":"µm**\n- パッケージサイズ：**最大120×120mm**\n- シリコン搭載量：**9レチクル超**\n- HBM4e：**12Gb/s**\n- UCIe：**64Gb/s**","quote_start":42,"quote_end":131,"text_sha256":"67cfd65415ecaa44e2827099c4c1dea525351bfa1873f30789886ee0bd398503","block_sha256":"67cfd65415ecaa44e2827099c4c1dea525351bfa1873f30789886ee0bd398503","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_cbf84cf7-a4f7-4ec0-898e-fa0bc81ed387"},{"id":"occ_58c06fad77ab255b2c7ed8a2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_cea2257b-dd88-480c-b7b0-98480e1ce3fa","section_id":"sec_dac93ec6-a5d5-421b-8e7f-1bac8012f7ba","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"```\nCompute Die\n↓\nKnown Good Die\n\nHBM\n↓\nKnown Good Stack\n\nEMIB-T substrate\n↓\nKnown Good Substrate\n\nIntermediate Assembly\n↓\nTest\n\nFinal As","quote_start":0,"quote_end":137,"text_sha256":"2119c9c7afcae68182e766808d48f9a92fb91c05d3c9c1f579e52f211c0e1a32","block_sha256":"2119c9c7afcae68182e766808d48f9a92fb91c05d3c9c1f579e52f211c0e1a32","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_cea2257b-dd88-480c-b7b0-98480e1ce3fa"},{"id":"occ_310c6f23b7f8935ee3d47651","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_d6fe8e9f-c400-4483-80c8-9674312b1b81","section_id":"sec_dfa37d81-a3e3-420a-aefd-2b3845e3a98a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"**巨大なABF substrateへ何十個ものBridgeを埋め込み、25µm級接続で、多数のHBMとCompute Dieを、十分な歩留まりで量産すること**","quote_start":0,"quote_end":81,"text_sha256":"dc66199151a144b48a060026dbe15ba173c399a96697c3725a19d3aa87b67bac","block_sha256":"dc66199151a144b48a060026dbe15ba173c399a96697c3725a19d3aa87b67bac","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_d6fe8e9f-c400-4483-80c8-9674312b1b81"},{"id":"occ_cc46ec5a6a4077cb96df3410","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_dc607212-80f9-493b-848d-0a7113a15931","section_id":"sec_9117ad31-ad62-4559-b292-d67e9d25976e","layer":"code","character_id":null,"count":8,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM HBM HBM HBM\n │   │   │   │\n B   B   B   B\n\nCompute ─ B ─ Compute\n   │             │\n   B           ","quote_start":0,"quote_end":107,"text_sha256":"4b204d6f1750b6815be690aa0720b935cf20bea6f4a3549b128c18add4789586","block_sha256":"4b204d6f1750b6815be690aa0720b935cf20bea6f4a3549b128c18add4789586","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_dc607212-80f9-493b-848d-0a7113a15931"},{"id":"occ_c651fe4e153a1c7b45a9f90a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_eee012ba-899b-4ba0-82cd-25afb58a43ef","section_id":"sec_dc98f462-320c-4ace-a88e-614ba36b6daa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":91,"end":94,"exact":"HBM","quote":"telを確保したとの報道、MediaTekによるCoWoSとEMIB双方への公式対応、NVIDIAによる評価、HBMメーカーによる検証が伝えられている。([Reuters](https://www.reuters.com/business/google-nvidia-consider-intel-backup-ch","quote_start":36,"quote_end":194,"text_sha256":"0923b22084c58727a3b7525d3ddbdceec3c897a0525a4e4ae76aa79ea5442bc8","block_sha256":"0923b22084c58727a3b7525d3ddbdceec3c897a0525a4e4ae76aa79ea5442bc8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_eee012ba-899b-4ba0-82cd-25afb58a43ef"},{"id":"occ_d095d802655e1d7bb2c61965","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093","block_id":"blk_fa8f9f29-3516-4d52-a05a-042e675cb892","section_id":"sec_c268fc4d-161c-4e84-8919-d88ca87f1c0c","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":2,"end":7,"exact":"HBM3E","quote":"**HBM3E/HBM4/HBM5がEMIB-T上で十分にqualificationされていること**","quote_start":0,"quote_end":51,"text_sha256":"848441722dadd8b9faab4065e485395802ac91c7851986648462a5e6734b7054","block_sha256":"848441722dadd8b9faab4065e485395802ac91c7851986648462a5e6734b7054","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce/#blk_fa8f9f29-3516-4d52-a05a-042e675cb892"},{"id":"occ_5dbec5099b75e3085abe2a47","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_45f75b66-8f3b-498c-8454-7f76385c93ef","section_id":"sec_de76b567-49b3-4f2f-9622-597f668b7550","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"これはHBM不足とDRAM市場が同時に存在するのと同じである。","quote_start":0,"quote_end":31,"text_sha256":"f3cce56bccddb8132851da600754c2f4876d6ed2f7495f869353513b865feedc","block_sha256":"f3cce56bccddb8132851da600754c2f4876d6ed2f7495f869353513b865feedc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_45f75b66-8f3b-498c-8454-7f76385c93ef"},{"id":"occ_7afababe63eda8b2c2853bba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_47db69e5-eb32-4dbd-a90d-e92a77a6ae98","section_id":"sec_5315050d-4d3c-4707-be59-46bac185ef70","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM4E","quote":"HBM4E：","quote_start":0,"quote_end":6,"text_sha256":"e94a94165eb14fe0688f53f6c060b4ce85b7c0402cb29745156bd0a98b0c010b","block_sha256":"e94a94165eb14fe0688f53f6c060b4ce85b7c0402cb29745156bd0a98b0c010b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_47db69e5-eb32-4dbd-a90d-e92a77a6ae98"},{"id":"occ_80297580db2fba93757bc75b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_51a2d5b0-803d-42cc-a07d-10ba164a1de5","section_id":"sec_9965617c-102b-465b-b37d-b8818dfb726d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを十分に持ち、","quote_start":0,"quote_end":10,"text_sha256":"678496ad04e0f52486746e59c9b35ee4b77e0316e0dee5b055a491aeb651de2d","block_sha256":"678496ad04e0f52486746e59c9b35ee4b77e0316e0dee5b055a491aeb651de2d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_51a2d5b0-803d-42cc-a07d-10ba164a1de5"},{"id":"occ_39d6246d3ef1182a0eb12eaa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_5ccea609-d1fd-4236-884f-f15cf48668c5","section_id":"sec_a2522686-125f-4b1a-bc6c-25f51666ed70","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"## DRAM全体では供給があるのにHBMだけ不足する。","quote_start":0,"quote_end":28,"text_sha256":"20d5adec3f342cd3aeda05beb240fbb50f151d3a49dcb92ac65122dd03403cc3","block_sha256":"20d5adec3f342cd3aeda05beb240fbb50f151d3a49dcb92ac65122dd03403cc3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_5ccea609-d1fd-4236-884f-f15cf48668c5"},{"id":"occ_b42f6ee1cfe698fbc35f44ac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_7295a184-ce15-4d6b-a891-c29fcdc061cb","section_id":"sec_972f3d1f-e885-4d7d-ba64-5b82aa44a45d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"1GW  \n最新GPU  \n高速HBM  \nCPO/高速Optics  \n優秀なScheduler  \n高Utilization","quote_start":0,"quote_end":64,"text_sha256":"56f9e0b58ebfa1e5a334add46694464c7eb2eb04ab1c2383c0bc8ae7b9a5dcdc","block_sha256":"56f9e0b58ebfa1e5a334add46694464c7eb2eb04ab1c2383c0bc8ae7b9a5dcdc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_7295a184-ce15-4d6b-a891-c29fcdc061cb"},{"id":"occ_3ee8b9131e53f690171a9da0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_94a9d0a0-5e6b-4399-a9ba-6031808548e5","section_id":"sec_587fc4d4-54b0-4ddb-b0a7-dec4147e7d12","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMだけない。","quote_start":0,"quote_end":8,"text_sha256":"d61703ef6cd42b0c8268b06e3fda89f80c36bb0613040842e9a533aeec60b814","block_sha256":"d61703ef6cd42b0c8268b06e3fda89f80c36bb0613040842e9a533aeec60b814","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_94a9d0a0-5e6b-4399-a9ba-6031808548e5"},{"id":"occ_141ea63379482ae49c9d48d0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_a35aedba-449d-4009-ada6-cbf4878d23c9","section_id":"sec_13a3eb2c-fe61-480e-b6a7-dbadebce94e0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4。","quote_start":0,"quote_end":5,"text_sha256":"4a770a2406027993bd044fde7b175a788f036f6ac5d330b15e378dee1c18ea3a","block_sha256":"4a770a2406027993bd044fde7b175a788f036f6ac5d330b15e378dee1c18ea3a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_a35aedba-449d-4009-ada6-cbf4878d23c9"},{"id":"occ_a2253da1f8f71d53ab6d6290","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_aabd2b17-68dc-4a86-8b8d-4f82e3065420","section_id":"sec_a2522686-125f-4b1a-bc6c-25f51666ed70","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、","quote_start":0,"quote_end":4,"text_sha256":"8369809bc2edf5b9ce467650d59ddc3db3990ba16efdc348c181e5c50041b24c","block_sha256":"8369809bc2edf5b9ce467650d59ddc3db3990ba16efdc348c181e5c50041b24c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_aabd2b17-68dc-4a86-8b8d-4f82e3065420"},{"id":"occ_2b9118f2b8b8c860c400c293","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_b1f0f5bd-8e6d-4315-9a8d-9bb62b5ff3c1","section_id":"sec_d3e57df3-57ea-4636-a18d-4b7a3ad66f07","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_b1f0f5bd-8e6d-4315-9a8d-9bb62b5ff3c1"},{"id":"occ_404d6cfda2e4f2f77ba8af4d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_be52999d-ed28-4af3-b15b-9be36fcd7292","section_id":"sec_7991d7ee-e6a1-4210-8ae9-2c05ed39f229","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMがあるだけでもない。","quote_start":0,"quote_end":13,"text_sha256":"b005ef924c561906e09f9106674753a2e5a6adc9f804eacd41620b9c6603c66f","block_sha256":"b005ef924c561906e09f9106674753a2e5a6adc9f804eacd41620b9c6603c66f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_be52999d-ed28-4af3-b15b-9be36fcd7292"},{"id":"occ_9cc7defa961dcc77495c51a1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_d00b92da-9ae2-4657-b6dc-a14c7499796a","section_id":"sec_7d7b0293-3f5e-4e5a-b2c1-64dcd1f4a30c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、","quote_start":0,"quote_end":4,"text_sha256":"8369809bc2edf5b9ce467650d59ddc3db3990ba16efdc348c181e5c50041b24c","block_sha256":"8369809bc2edf5b9ce467650d59ddc3db3990ba16efdc348c181e5c50041b24c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_d00b92da-9ae2-4657-b6dc-a14c7499796a"},{"id":"occ_d89f9adb53503af24cc7dbed","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_d0dc20c7-1023-4af7-8ac3-84fe9dcb5a14","section_id":"sec_13a3eb2c-fe61-480e-b6a7-dbadebce94e0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM4E","quote":"HBM4E。","quote_start":0,"quote_end":6,"text_sha256":"c2b411cfb6b625a14bca30256b4d0580edf6c49a8d18bae8d59c119c53dcbd63","block_sha256":"c2b411cfb6b625a14bca30256b4d0580edf6c49a8d18bae8d59c119c53dcbd63","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_d0dc20c7-1023-4af7-8ac3-84fe9dcb5a14"},{"id":"occ_59a753b95461f38e87398db5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_d57d8919-a1a1-4155-a982-f6b29e2d5592","section_id":"sec_682d396a-737c-45e9-b0ac-6631e535bab0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_d57d8919-a1a1-4155-a982-f6b29e2d5592"},{"id":"occ_6984a065eed343d7a32c9b88","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_eb96cfd5-1a6a-4f50-b39f-72725e7e544c","section_id":"sec_6fcf3278-ddcf-4b6f-9aa6-962789b2b5b2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"巨大HBM、","quote_start":0,"quote_end":6,"text_sha256":"1b4d78e6f8a5663386722e82c232316d094eadd751975ba8c91e16d2308c62f4","block_sha256":"1b4d78e6f8a5663386722e82c232316d094eadd751975ba8c91e16d2308c62f4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_eb96cfd5-1a6a-4f50-b39f-72725e7e544c"},{"id":"occ_b8279597598100cca94fe33a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f","block_id":"blk_fc424004-3a58-4f5d-94c2-deb8f87769fb","section_id":"sec_13a3eb2c-fe61-480e-b6a7-dbadebce94e0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"Custom HBM。","quote_start":0,"quote_end":11,"text_sha256":"fbc99d300ec585a5b662ce32c55b74365b1b97050295c67f3fb9e928f1551535","block_sha256":"fbc99d300ec585a5b662ce32c55b74365b1b97050295c67f3fb9e928f1551535","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e/#blk_fc424004-3a58-4f5d-94c2-deb8f87769fb"},{"id":"occ_44dd1a356de2c733307724b1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":0,"end":3,"exact":"HBM","quote":"HBMとGPUとDRAMのぜんぶ：バス幅／メモリコントローラ／VRAM容量／スタック（Hi）／ピン速度／帯域まで一気に理解する","quote_start":0,"quote_end":63,"text_sha256":"1d768e891cc5cb43c725e2651b12c45d7c72ad4c1a5fe4529dcc66f959c01e63","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/"},{"id":"occ_6e0cdb971528739bf92203d9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_0ae5c8d2-95e1-4385-8948-5e82d09490cb","section_id":"sec_f9f5582d-ac42-48e0-9188-2d47aaa9e1da","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":197,"end":200,"exact":"HBM","quote":"chatgpt.com))\n- **GB200 Superchip**は**B200×2**なので、\\*\\*“HBM合計は最大372GB/スーパー チップ”\\*\\*と記すサーバーベンダーの資料が多数（ECCや予約領域を含む“可用容量”の表記差に注意）。([Lenovo Press](https://lenovopr","quote_start":142,"quote_end":300,"text_sha256":"3ce8c878884ad5902404348156da29b1c83e58c4b9fa0966fb78a48fde12c6a0","block_sha256":"3ce8c878884ad5902404348156da29b1c83e58c4b9fa0966fb78a48fde12c6a0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_0ae5c8d2-95e1-4385-8948-5e82d09490cb"},{"id":"occ_034bb8755f2305735a07ead9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_253c6753-016c-43fc-8403-bf3722d80990","section_id":"sec_589d09c5-a5e9-47f2-a94a-1f57d1d85773","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":366,"end":369,"exact":"HBM","quote":"ory-or-a-proprietary-dram?utm_source=chatgpt.com))\n- **HBM系**\n  \n  1. **スタック数**（= 本数）を見る\n  2. **1スタック容量＝（ダイ密度）×（Hi）** → **総容量＝スタック数倍**\n  3. **1スタック帯域＝（2,048/8","quote_start":311,"quote_end":469,"text_sha256":"99abd05c278e7287fa2416e71739801bc864911d8f0b046cb3e89c48d0338e22","block_sha256":"99abd05c278e7287fa2416e71739801bc864911d8f0b046cb3e89c48d0338e22","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_253c6753-016c-43fc-8403-bf3722d80990"},{"id":"occ_34eab90c94e6a79c53cc3032","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_2a98bfa9-3581-4e98-b6e0-daab0834a310","section_id":"sec_fd88b1c3-bbb3-44dd-aea3-6d31b06ca586","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## 1スーパーチップ事のHBMスタック数","quote_start":0,"quote_end":21,"text_sha256":"07ecb39c321a59711226a6c4860d4fa203f00018a668e585143df2e7b098ca7f","block_sha256":"07ecb39c321a59711226a6c4860d4fa203f00018a668e585143df2e7b098ca7f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_2a98bfa9-3581-4e98-b6e0-daab0834a310"},{"id":"occ_05c3381a0b6f8b6b23e2f87a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_2af6749c-cc8f-41a5-a301-378f99bf51d3","section_id":"sec_cc15bd6b-351a-40a1-ad94-9ed06b10698a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":54,"end":58,"exact":"HBM4","quote":"> 「スペック表の数字が“意味”でつながる」と、複雑に思える概念も理解しやすいです。 **SK hynixのHBM4**にも触れます。","quote_start":0,"quote_end":67,"text_sha256":"8bf65c81addeab9d9329a05cbf37494d47db3703fecedb19f421388afbb18053","block_sha256":"8bf65c81addeab9d9329a05cbf37494d47db3703fecedb19f421388afbb18053","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_2af6749c-cc8f-41a5-a301-378f99bf51d3"},{"id":"occ_93eed52d528cbbeee68e12f4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_2f9ce5b8-53f4-4de7-a69c-daf34ffea42d","section_id":"sec_115e2b48-e0fe-451d-9971-db79642ed6c0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"- **VRAM容量（=HBM容量）は大規模モデルの収容力**に直結。\n- **帯域**は学習/推論時の**スループット**に直結。\n- **スタック数（横）とHi（縦）**、**ピン速度**の三つ巴で“**総容量×実効帯域**”","quote_start":0,"quote_end":115,"text_sha256":"da44232800166a79388f525d82fa050d0ecb5bfb3eef7db6835288209aaea9da","block_sha256":"da44232800166a79388f525d82fa050d0ecb5bfb3eef7db6835288209aaea9da","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_2f9ce5b8-53f4-4de7-a69c-daf34ffea42d"},{"id":"occ_606a43926671d5866e5a5493","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_3a47f80a-9351-4917-98e6-9489748d989f","section_id":"sec_edd4e924-31b6-4691-9154-f13977efb4c5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":185,"end":189,"exact":"HBM4","quote":"h100?utm_source=chatgpt.com))\n2. **縦**（Hi：層数）  \n   → **HBM4で12-Hi/16-Hi**が一般化し、**1スタック=36～48GB**時代へ。([Tom's Hardware](https://www.tomshardware.com/tech-industr","quote_start":130,"quote_end":289,"text_sha256":"20f518d7cc323450b37b2ca14cfaebe4ac108b7980788afcfe6533f07f35bd7d","block_sha256":"20f518d7cc323450b37b2ca14cfaebe4ac108b7980788afcfe6533f07f35bd7d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_3a47f80a-9351-4917-98e6-9489748d989f"},{"id":"occ_d25f8a1d9176e0a1b903f5ff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_3b29426e-16da-4bad-93c0-0203315627d2","section_id":"sec_fd88b1c3-bbb3-44dd-aea3-6d31b06ca586","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"主要アクセラレータの**HBMスタック数（横に何本）**・**総容量（VRAM）**・**実効帯域**をざっと俯瞰できる表から。数字は“1 GPU（または1スーパー チップ）あたり”の代表値です（OEMや世代差で微差あり）。","quote_start":0,"quote_end":112,"text_sha256":"37ca953b67ca618f1cca8b29e6577418e0216ed1a82d181a4c76043507cb8c6a","block_sha256":"37ca953b67ca618f1cca8b29e6577418e0216ed1a82d181a4c76043507cb8c6a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_3b29426e-16da-4bad-93c0-0203315627d2"},{"id":"occ_634e03602f0ec3d0ea55be78","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_3b44461c-a5f4-46ff-9d18-a368f40b4d89","section_id":"sec_f883f54e-842a-4642-9075-109c014b7c11","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":12,"end":16,"exact":"HBM4","quote":"## SK hynixのHBM4：どこまで来ている？","quote_start":0,"quote_end":26,"text_sha256":"4da76af6f90b3057daae653ef32ebeb69a51e423e98d9426628953c5c52b658d","block_sha256":"4da76af6f90b3057daae653ef32ebeb69a51e423e98d9426628953c5c52b658d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_3b44461c-a5f4-46ff-9d18-a368f40b4d89"},{"id":"occ_f96b1189c8a26ba2519a165a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_3cc877ec-1e06-4482-bd43-9b86f58aa9ad","section_id":"sec_f3094e2d-1f03-4b0a-9e49-9820cfba53e9","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":10,"end":14,"exact":"HBM4","quote":"- **JEDECのHBM4**は**2,048-bit**幅と**最大8Gb/s/ピン**を規定（理論**2TB/s/スタック**）。**ダイ密度は24Gb/32Gb**、**最大16-Hi**で**64GB/スタック**まで","quote_start":0,"quote_end":114,"text_sha256":"fcfe970487350ec7ef59216b432c5cec9287bd8a3cc60ccfc52b1159f56ba89c","block_sha256":"fcfe970487350ec7ef59216b432c5cec9287bd8a3cc60ccfc52b1159f56ba89c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_3cc877ec-1e06-4482-bd43-9b86f58aa9ad"},{"id":"occ_1b795188e7b666613c6ca65a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_3fc46e90-1b02-464f-a478-3fb7a0e5f121","section_id":"sec_64850811-da94-468e-9cbd-eab64c889e10","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"## まずは俯瞰：GPU・DRAM・HBM・VRAMの関係","quote_start":0,"quote_end":29,"text_sha256":"11724cbbfc3c8146ebb561aa5158f46189d4b7330e719d0ff64d36d93fd737e8","block_sha256":"11724cbbfc3c8146ebb561aa5158f46189d4b7330e719d0ff64d36d93fd737e8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_3fc46e90-1b02-464f-a478-3fb7a0e5f121"},{"id":"occ_8ce267383e479d97237da118","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_4376b810-dc1c-434a-9f6f-82c824a8346b","section_id":"sec_f3094e2d-1f03-4b0a-9e49-9820cfba53e9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":12,"end":16,"exact":"HBM4","quote":"> まとめると：\\*\\*HBM4の“幅（2,048bit）×速さ（8→10Gb/s/ピン）×高さ（12/16-Hi）”\\*\\*の三段攻めで、**1スタック2～2.56TB/s**、**容量は最大64GB/スタック**まで見える——こ","quote_start":0,"quote_end":116,"text_sha256":"f137b2d54ed23a8f84707cbd04e078ee779c4d8197b7987b0ff5079cbdcbf690","block_sha256":"f137b2d54ed23a8f84707cbd04e078ee779c4d8197b7987b0ff5079cbdcbf690","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_4376b810-dc1c-434a-9f6f-82c824a8346b"},{"id":"occ_33a85095f9604efc30166549","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_4e0de24f-a2af-4967-aeb4-0f43d360c566","section_id":"sec_8e3cbcb8-8234-4734-91b8-ec20a8714a47","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3","HBM4"],"evidence":{"text_basis":"markdown","start":4,"end":8,"exact":"HBM3","quote":"- **HBM3（例）**：1ダイ=**24Gb=3GB**\n  \n  - **8-Hi** → **24Gb×8=192Gb=24GB/スタック**\n  - ピン速度 **9.6Gb/s** とすると **1スタッ","quote_start":0,"quote_end":108,"text_sha256":"01fe88fc1a11d0a167ef7e2335abbc43a80ae0bb7b0264b5a21e8bcdb083c1f3","block_sha256":"01fe88fc1a11d0a167ef7e2335abbc43a80ae0bb7b0264b5a21e8bcdb083c1f3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_4e0de24f-a2af-4967-aeb4-0f43d360c566"},{"id":"occ_5d8b207aef8e7ffe49d4dcec","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_4fc8e6e9-01de-43f6-834f-a1d0ed2325ed","section_id":"sec_1a1269f3-a340-4c9e-a8c9-46711ab033b4","layer":"body","character_id":null,"count":7,"matched_aliases":["HBM","HBM2","HBM3","HBM4"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"1. **幅を広げる**：HBM→HBM3までは**1024-bit**で推移、HBM4で**2048-bit**に倍増（チャネルも8→16→32へ）。([ServeTheHome](https://www.servethehome","quote_start":0,"quote_end":116,"text_sha256":"c2ff1fe3d8156e3f2e2ef215df9810c2573f4faf06cc6d235dd5ce1f6e9de3e8","block_sha256":"c2ff1fe3d8156e3f2e2ef215df9810c2573f4faf06cc6d235dd5ce1f6e9de3e8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_4fc8e6e9-01de-43f6-834f-a1d0ed2325ed"},{"id":"occ_984a67f5a5f8c06ea3fe8840","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_637b60be-aa29-4bc4-8724-9699e3907d37","section_id":"sec_a400381f-b58b-4566-9481-bef76aa12d76","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"「**○○Gb/s（per pin）**」は、**1本の信号線が1秒あたりに運ぶビット数**。\n- GDDRもHBMも**DDR（倍転送）系なので、公称“Gb/s”は既に倍転送を織り込んだ有効レートです（ここに×2**をさらに掛けないのがコツ）。","quote_start":6,"quote_end":129,"text_sha256":"e9f01699772a7e2e36a5fdcc4c5c7738c3bcda8b385ee999ac9ac54d2f284d11","block_sha256":"e9f01699772a7e2e36a5fdcc4c5c7738c3bcda8b385ee999ac9ac54d2f284d11","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_637b60be-aa29-4bc4-8724-9699e3907d37"},{"id":"occ_7e96ce97f3ab45b4b84dbd08","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_733f9886-126b-4b60-96b7-88387044e883","section_id":"sec_2ebe03f5-dee4-456e-8514-3498c5378d22","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":4,"end":8,"exact":"HBM4","quote":"- **HBM4（1スタック）例**：**2,048bit × 8Gb/s ÷ 8 = 2,048GB/s ≒ 2.0TB/s**（JEDEC標準レート）。**10Gb/s**なら**2.56TB/s**/スタック。","quote_start":0,"quote_end":108,"text_sha256":"4a812ff5ed05e1ad5e2cd120aec01e65d204ff9280cbd37008427fdd37ceb830","block_sha256":"4a812ff5ed05e1ad5e2cd120aec01e65d204ff9280cbd37008427fdd37ceb830","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_733f9886-126b-4b60-96b7-88387044e883"},{"id":"occ_a24a5263706162b62d5e2fd8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_765b9c3e-47e4-44d3-b522-5f22dcc2af6e","section_id":"sec_64850811-da94-468e-9cbd-eab64c889e10","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":132,"end":135,"exact":"HBM","quote":"*DDR5**、スマホの**LPDDR5(X/6)**、グラフィックス用の**GDDR6/7**、高帯域の**HBM**は “いずれもDRAMの種類”。\n- **VRAM**：GPU専用に直結して使う**用途名**。GDDRやHBMがGPUに直結していれば、それはそのボードの「VRAM」。\n- **HBM**：**","quote_start":77,"quote_end":235,"text_sha256":"f272f355105a3d89fdca7e7c68b8fdcb05a456b555f51d4871737da64cfd6bc3","block_sha256":"f272f355105a3d89fdca7e7c68b8fdcb05a456b555f51d4871737da64cfd6bc3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_765b9c3e-47e4-44d3-b522-5f22dcc2af6e"},{"id":"occ_4a3f4fa181701e79b3427004","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_7c2e5986-79dc-42d2-af04-be491c3681d5","section_id":"sec_6fcb1fbb-4274-4e78-84a5-0573814eadc5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## スタック（HBMスタック）とは？","quote_start":0,"quote_end":19,"text_sha256":"e9e59f8733097bb9d511071d6a1d0ed42c77ea7dd51120c2ab09faab9c5a8cf4","block_sha256":"e9e59f8733097bb9d511071d6a1d0ed42c77ea7dd51120c2ab09faab9c5a8cf4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_7c2e5986-79dc-42d2-af04-be491c3681d5"},{"id":"occ_911a6306d99cb86021cacddf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_86dcf5f3-85b2-4716-8e45-088385114980","section_id":"sec_8c74463a-77ce-4c7c-811a-0d70f5e68aa0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":221,"end":225,"exact":"HBM3","quote":"の密度（Gb） × Hi（枚数） = 1スタック容量**\n  - 例：1ダイ **24Gb（=3GB）** のHBM3で **8-Hi** → **24Gb×8 = 192Gb = 24GB/スタック**。\n- **帯域は基本“Hiで変わらない”**：\n  \n  - 帯域は\\*\\*I/O幅（bit）×ピン速度（Gb/","quote_start":166,"quote_end":325,"text_sha256":"f439ba9f3814c6cba11b67e2cbfa095e65461be77ac5cffe00f70d66d7cab7b5","block_sha256":"f439ba9f3814c6cba11b67e2cbfa095e65461be77ac5cffe00f70d66d7cab7b5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_86dcf5f3-85b2-4716-8e45-088385114980"},{"id":"occ_33f27317dcbf2c877ffed528","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_91682485-ffdf-417b-8c70-655065b551c8","section_id":"sec_6fcb1fbb-4274-4e78-84a5-0573814eadc5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":5,"end":9,"exact":"HBM3","quote":"たとえば HBM3 の 1スタックが ≈1.2TB/s の帯域・24GBの容量なら、**8スタックで ≈9.6TB/s・192GB** といった具合で伸びます（実効は配線・消費電力・温度で前後）。","quote_start":0,"quote_end":98,"text_sha256":"fd7f88e12a778aeb3b2d5cbd843a74e5a4aa55520617d9346f8a3a129530b5ef","block_sha256":"fd7f88e12a778aeb3b2d5cbd843a74e5a4aa55520617d9346f8a3a129530b5ef","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_91682485-ffdf-417b-8c70-655065b551c8"},{"id":"occ_6513db9d558f54f02e718ff7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_916d9b98-d004-429a-99ac-0efd7eeccaad","section_id":"sec_e2e26a6e-f118-410d-b0ff-bd594e29ed63","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3","HBM4"],"evidence":{"text_basis":"markdown","start":99,"end":103,"exact":"HBM3","quote":"（GB/s）** ＝ **（I/O幅\\[bit\\] ÷ 8）×（ピン速度\\[Gb/s\\]）**\n  \n  - HBM3：**1,024bit**、HBM4：**2,048bit**\n- **総容量**＝ **1スタック容量 × スタック数**\n- **総帯域**＝ **1スタック帯域 × スタック数**","quote_start":44,"quote_end":196,"text_sha256":"e2ce74b01ea5d6b4fb3243c00d4cbdd613b543e19cd8aeaeba599a91684c03ac","block_sha256":"e2ce74b01ea5d6b4fb3243c00d4cbdd613b543e19cd8aeaeba599a91684c03ac","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_916d9b98-d004-429a-99ac-0efd7eeccaad"},{"id":"occ_6b7521b36f1756f8476c6969","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_94a0879c-ddc5-4bc0-b622-75118dd50206","section_id":"sec_fd88b1c3-bbb3-44dd-aea3-6d31b06ca586","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"\\* スタック数＝“パッケージ上でGPUダイの周囲に並ぶHBMスタックの本数（横）”。  \n（注）GB200は**B200×2**の“スーパー チップ”なので、表示は**1スーパー チップ**単位。Grace CPU側のLPDDR5Xメモリは別枠です（最大480","quote_start":0,"quote_end":131,"text_sha256":"22ee025b3bc72641e3afd5af4c56e7e30d1edabe741ae94f4fb3e92766865bdd","block_sha256":"22ee025b3bc72641e3afd5af4c56e7e30d1edabe741ae94f4fb3e92766865bdd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_94a0879c-ddc5-4bc0-b622-75118dd50206"},{"id":"occ_90c6c4330d48ca3a398df06c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_959a8467-8e8f-4348-9b48-58fb7b8c73ea","section_id":"sec_589d09c5-a5e9-47f2-a94a-1f57d1d85773","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"## スペック表の読み方・実戦メモ（GDDRとHBM）","quote_start":0,"quote_end":27,"text_sha256":"bf80f7490079a41121690721e7acf325911424776edf50dada73035ce91bfc94","block_sha256":"bf80f7490079a41121690721e7acf325911424776edf50dada73035ce91bfc94","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_959a8467-8e8f-4348-9b48-58fb7b8c73ea"},{"id":"occ_4ad03cc45f584bc5ef52d8ce","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_a7268182-bd43-49fa-ae30-c05b88f80045","section_id":"sec_2cc76a29-a533-44ee-b7cb-827741642dee","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM3","HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":60,"end":64,"exact":"HBM3","quote":"**：帯域\\[GB/s\\] = (I/O幅\\[bit\\] ÷ 8) ×（ピン速度\\[Gb/s\\]）\n- 例1：HBM3（1024-bit, 6.4Gb/s）→ (1024/8)×6.4 = **819.2 GB/s**。([ServeTheHome](https://www.servethehome.com/jede","quote_start":5,"quote_end":164,"text_sha256":"f32ff6858af0161c1be422286fe6398f6af37530f377bdd6f704287e43061b48","block_sha256":"f32ff6858af0161c1be422286fe6398f6af37530f377bdd6f704287e43061b48","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_a7268182-bd43-49fa-ae30-c05b88f80045"},{"id":"occ_298c91b72d8c8859424444e9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_a8902e21-343a-428f-945f-e1370df47782","section_id":"sec_0db70f08-fde3-429a-9752-ed3ffee3265e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"## VRAM容量の決まり方：HBMは「ダイ容量×段数」","quote_start":0,"quote_end":28,"text_sha256":"422aef67af7d43a9ce0cdf2a8ab77a71136c72623ddde5295d5ce0b4a7a3b458","block_sha256":"422aef67af7d43a9ce0cdf2a8ab77a71136c72623ddde5295d5ce0b4a7a3b458","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_a8902e21-343a-428f-945f-e1370df47782"},{"id":"occ_b50939a7beb0b89545765923","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_aa78dfbf-d956-488a-b77e-61077ba625cc","section_id":"sec_cc15bd6b-351a-40a1-ad94-9ed06b10698a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMとGPUとDRAMのぜんぶ：バス幅／メモリコントローラ／VRAM容量／スタック（Hi）／ピン速度／帯域まで一気に理解する","quote_start":0,"quote_end":66,"text_sha256":"e6eae40147494d4aa80f55a64200c5317cc0653b8993844c4678013d908b8334","block_sha256":"e6eae40147494d4aa80f55a64200c5317cc0653b8993844c4678013d908b8334","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_aa78dfbf-d956-488a-b77e-61077ba625cc"},{"id":"occ_93e6fdac86c5b271c4c8525a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_b17652e8-48a8-4f2b-99f8-e7067aca7607","section_id":"sec_f883f54e-842a-4642-9075-109c014b7c11","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":16,"end":20,"exact":"HBM4","quote":"- **2025年9月**に**HBM4の開発完了と量産準備**を公式発表。**2,048-bit**、**\\>10 Gb/s/pin**、**12-Hi対応**などを明示。([SK hynix Newsroom -](https://ne","quote_start":0,"quote_end":120,"text_sha256":"42c8d6cfe6085c7bc622267a4d683b7526cc6a5cee12e378e8908828d407338f","block_sha256":"42c8d6cfe6085c7bc622267a4d683b7526cc6a5cee12e378e8908828d407338f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_b17652e8-48a8-4f2b-99f8-e7067aca7607"},{"id":"occ_b4bfa69d7ef48b049be63273","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_bf0a569c-eca9-4c01-91f1-5cbcc38d63fa","section_id":"sec_b2a43f0c-7f48-4d92-bbd6-393fd0ae60cc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":43,"end":48,"exact":"HBM3E","quote":"> 補足：I/Oは「データDQ」に加えてコマンド/アドレス/クロックなどの信号もあり、HBM3E世代では**総配線は約2000本規模**に達します（データ+制御）。このため実装はシリコンインターポーザ等の2.5D配線技術が必須になります。([Semiconductor Engineering](","quote_start":0,"quote_end":148,"text_sha256":"fe95120726446b96fa2d931b8a8fe8773f7c8e986ad0ba69e33e8e9f03416df0","block_sha256":"fe95120726446b96fa2d931b8a8fe8773f7c8e986ad0ba69e33e8e9f03416df0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_bf0a569c-eca9-4c01-91f1-5cbcc38d63fa"},{"id":"occ_5e20a9c07502247e7dd29429","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_c77306fb-cea5-4d26-af11-bfe6e4607b67","section_id":"sec_6dc85931-8a82-4668-b0a7-853b73539bcb","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM3","HBM4"],"evidence":{"text_basis":"markdown","start":4,"end":8,"exact":"HBM3","quote":"- **HBM3/3E**：一般に**12-Hi**（12層）まで。\n- **HBM4**：標準で**12-Hi/16-Hi**が想定され、1ダイ\\*\\*24Gb（=3GB）\\*\\*クラスが主流見込み。\n  \n  -","quote_start":0,"quote_end":108,"text_sha256":"a0723ecfd72eb87bfd29aea0bc83a2932aa66aa79d49d0ae76d61e07f98364e3","block_sha256":"a0723ecfd72eb87bfd29aea0bc83a2932aa66aa79d49d0ae76d61e07f98364e3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_c77306fb-cea5-4d26-af11-bfe6e4607b67"},{"id":"occ_e05b00cfa0b53b675d0aac94","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_c88409d8-d7ff-400f-abb3-b0426bbf97da","section_id":"sec_a0caf0ad-4d7b-4cde-8608-bee5aacf1928","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM3","HBM4"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"### HBM（HBM3→HBM4）","quote_start":0,"quote_end":18,"text_sha256":"1ea3b700266cff87ad2deb16ca24b17736acb6169e40ca597364525fc1a93c28","block_sha256":"1ea3b700266cff87ad2deb16ca24b17736acb6169e40ca597364525fc1a93c28","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_c88409d8-d7ff-400f-abb3-b0426bbf97da"},{"id":"occ_5fc88277b8e90485ee950d3c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_ce0fb228-111b-4c84-ba35-49064474aed8","section_id":"sec_f3094e2d-1f03-4b0a-9e49-9820cfba53e9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":12,"end":16,"exact":"HBM4","quote":"## SK hynixのHBM4：標準を超えるスピードと量産準備","quote_start":0,"quote_end":32,"text_sha256":"247e943f7e02ba736cd879380cb426acc96e7717bdfc5ca5d3606c96464b55ab","block_sha256":"247e943f7e02ba736cd879380cb426acc96e7717bdfc5ca5d3606c96464b55ab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_ce0fb228-111b-4c84-ba35-49064474aed8"},{"id":"occ_1147aa17216cdf6ae5809c91","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_cfc3b4cc-2a35-45d5-957d-45aabcf01bae","section_id":"sec_1a1269f3-a340-4c9e-a8c9-46711ab033b4","layer":"body","character_id":null,"count":6,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":10,"end":14,"exact":"HBM4","quote":"- **JEDEC HBM4 概要**：**2,048-bit**, **8Gb/s/ピン**, **32チャネル**, **最大64GB/スタック**（24/32Gb×16-Hi）。([Tom's Hardware](http","quote_start":0,"quote_end":114,"text_sha256":"7f60c8ab63dada312cd28f522c7cf94acdc5d6e6ec7cee4ef2d7c38810010148","block_sha256":"7f60c8ab63dada312cd28f522c7cf94acdc5d6e6ec7cee4ef2d7c38810010148","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_cfc3b4cc-2a35-45d5-957d-45aabcf01bae"},{"id":"occ_ecb11a916686671c7b55906d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_d2868b14-f70d-4b79-b0a8-5a387ee13731","section_id":"sec_0db70f08-fde3-429a-9752-ed3ffee3265e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"- **HBMの1スタック容量**  \n  = **（ダイ容量）×（段数=8/12/16-Hi）**  \n  例：**32Gb（=4GB）/ダイ × 16-Hi = 64GB/スタック**。JEDECのHBM4は*","quote_start":0,"quote_end":107,"text_sha256":"36aa7a721b55333756bb2d86d8259b11be83d78e5fbcc634552392c3460cd41f","block_sha256":"36aa7a721b55333756bb2d86d8259b11be83d78e5fbcc634552392c3460cd41f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_d2868b14-f70d-4b79-b0a8-5a387ee13731"},{"id":"occ_1485a08fc3166e609b25614d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_d48183e5-7eb5-466b-8e6b-25db583cfaf9","section_id":"sec_edd4e924-31b6-4691-9154-f13977efb4c5","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM2e","HBM4"],"evidence":{"text_basis":"markdown","start":41,"end":45,"exact":"HBM4","quote":"- **GB200/B200級**：8スタック→**将来12スタック**版が視野。HBM4化で“**（スタック数）×（層数）×（ピン速度）**”の三重増。\n- **AMD MI350/355X後継**：既に**288GB/～8TB/s**まで到達。HBM4採用世代で\\*\\*\\>300GB/","quote_start":0,"quote_end":145,"text_sha256":"8d4ea8217a760a111f592cefeac81af40f0a65de07a3a028d2cdd26673844b53","block_sha256":"8d4ea8217a760a111f592cefeac81af40f0a65de07a3a028d2cdd26673844b53","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_d48183e5-7eb5-466b-8e6b-25db583cfaf9"},{"id":"occ_ee398d14918ddb116e19beed","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_d942d964-fdbd-4063-9b78-1a469eefb47a","section_id":"sec_6fcb1fbb-4274-4e78-84a5-0573814eadc5","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM2","HBM4"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"- **1つのHBM“塊”のこと。  \n  ロジックベースダイ（下階の管制塔）＋複数枚のDRAMダイを縦に積層**（TSVで接続）したユニットを指します。\n- GPUパッケージの周囲にこの**スタックを複数本**並べます","quote_start":0,"quote_end":110,"text_sha256":"cd24e6ed31ef8ee85fbcd81d9c1b9faab5d5ad28141f5535d9520333427bc49d","block_sha256":"cd24e6ed31ef8ee85fbcd81d9c1b9faab5d5ad28141f5535d9520333427bc49d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_d942d964-fdbd-4063-9b78-1a469eefb47a"},{"id":"occ_ed738d45193bfcfa0c425239","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_d9f18eb9-4c6d-429a-a77d-c2a0260dab0a","section_id":"sec_1a1269f3-a340-4c9e-a8c9-46711ab033b4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"- \\*\\*HBM＝“幅を倍に、積み重ねで容量を伸ばし、短配線で効率を上げる”\\*\\*発想。\n- **GDDR＝“x32チップを並べて幅を作り、レートで速さを足す”発想。  \n  どちらも式に落ちると読みやすい。次にス","quote_start":0,"quote_end":109,"text_sha256":"91bf40447610cb7db6d11ca278422d6b5568273f779503e36116198d4387d386","block_sha256":"91bf40447610cb7db6d11ca278422d6b5568273f779503e36116198d4387d386","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_d9f18eb9-4c6d-429a-a77d-c2a0260dab0a"},{"id":"occ_e3b77b34022789c54614e749","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_d9f6aed9-a8ce-4e37-bf45-eca82f207df4","section_id":"sec_ae42d00c-b1a5-46eb-986e-e9355e4ece2c","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"- **「HBMに“VRAM”はあるの？」**  \n  → **ある**。HBMは**規格名**、VRAMは**使い方（用途名）**。GPU直結のHBMは、そのボードの**VRAMそのもの**。\n- **「バス幅と容","quote_start":0,"quote_end":108,"text_sha256":"9e9f1a9b9825c422ae7d00ac9ed0a00c9ed08909e09e16f6f6e48ce5cfda308c","block_sha256":"9e9f1a9b9825c422ae7d00ac9ed0a00c9ed08909e09e16f6f6e48ce5cfda308c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_d9f6aed9-a8ce-4e37-bf45-eca82f207df4"},{"id":"occ_8c6360e8c5168a494cb6249d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_db39da94-64bd-420d-84bd-4d7591eb9c3f","section_id":"sec_01624ec0-c65d-4896-914d-7bd0da75fd8a","layer":"body","character_id":null,"count":7,"matched_aliases":["HBM","HBM2","HBM3","HBM4"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBMの**データI/O幅（bus width）は「1本のDQピン＝1bit幅」として数えます。  \n  例：HBM2/3は1024-bit**＝1024本のデータピン、HBM4は**2048-bit**。","quote_start":0,"quote_end":105,"text_sha256":"7cff54f2ffecc22d6418d635a81cf69c88a438dde443fbdf367fca030b684975","block_sha256":"7cff54f2ffecc22d6418d635a81cf69c88a438dde443fbdf367fca030b684975","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_db39da94-64bd-420d-84bd-4d7591eb9c3f"},{"id":"occ_8c65ee3d49bcd6528bb94b80","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_e170b9e8-3206-476c-8f2f-50a67934dfc0","section_id":"sec_200e060a-102a-4365-b986-0288208e4cce","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":133,"end":136,"exact":"HBM","quote":"設計が制約。\n- **次の増加ポイントは12スタック**：TSMCはCoWoS-Lの拡張で\\*\\*“最大12 HBMスタック”\\*\\*を公式に示しており、**2027年量産**のロードマップが公表済み。これは“横に何本置けるか”の物理上限を押し上げます。([ori.co](https://www.ori.co/bl","quote_start":78,"quote_end":236,"text_sha256":"612aa1c1e44fe2811f918bda678732919569bccdd2596d44ca684d8c1bff775d","block_sha256":"612aa1c1e44fe2811f918bda678732919569bccdd2596d44ca684d8c1bff775d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_e170b9e8-3206-476c-8f2f-50a67934dfc0"},{"id":"occ_254e1fe7c23d67d3d5b06292","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_f360d718-b54d-45be-8daa-bd7d3ed58b40","section_id":"sec_06cd7bab-6823-4994-ab6b-73e24e373e88","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":129,"end":133,"exact":"HBM4","quote":"まり・高さ**の課題も増えるため、**実製品は発熱対策（MUF接着、薄型ダイ等）を駆使してバランスを取ります。HBM4世代でも12-Hi/16-Hi**が主要レンジ。([SK hynix Newsroom -](https://news.skhynix.com/sk-hynix-completes-worlds-fi","quote_start":74,"quote_end":233,"text_sha256":"2d624f5ef402cb0ce103f066a6137efcde1ed9e19483a952273d5af6461b77f2","block_sha256":"2d624f5ef402cb0ce103f066a6137efcde1ed9e19483a952273d5af6461b77f2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_f360d718-b54d-45be-8daa-bd7d3ed58b40"},{"id":"occ_47283245037b5f4adb7c67f7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_fe16925e-7831-4436-8ec3-87608e078ca0","section_id":"sec_a0caf0ad-4d7b-4cde-8608-bee5aacf1928","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3","HBM4"],"evidence":{"text_basis":"markdown","start":39,"end":43,"exact":"HBM3","quote":"- **単位は“1スタック”**（縦積みDRAM＋ベースロジック）。\n- **HBM3**は1スタック**1,024bit**、**HBM4**は**2,048bit**まで拡大（**32チャネル×各64bit**、各チャネルは擬似チャネル×2）。この“幅の倍増”が帯域ジャンプの土台。","quote_start":0,"quote_end":143,"text_sha256":"139c2216ddf693e8d8128aeb4ab795ff815ec788f9af4e4958574401adafc913","block_sha256":"139c2216ddf693e8d8128aeb4ab795ff815ec788f9af4e4958574401adafc913","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_fe16925e-7831-4436-8ec3-87608e078ca0"},{"id":"occ_be55cfb74b04600519a98acd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f","block_id":"blk_feeabdc7-39f1-4fce-9eee-2a1dc0355472","section_id":"sec_b2a43f0c-7f48-4d92-bbd6-393fd0ae60cc","layer":"body","character_id":null,"count":5,"matched_aliases":["HBM","HBM2","HBM3","HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBM/2：1チャネル128bit、HBM2は疑似チャネル（64+64）を導入、最大2.4Gb/sまで拡張。([EE Times Asia](https://www.eetasia.com/19012202","quote_start":0,"quote_end":105,"text_sha256":"65bbd201430c49e7e56b0fd35bd7fdfa8752a4f2deb954b1172fc10c56e7abdf","block_sha256":"65bbd201430c49e7e56b0fd35bd7fdfa8752a4f2deb954b1172fc10c56e7abdf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2/#blk_feeabdc7-39f1-4fce-9eee-2a1dc0355472"},{"id":"occ_f57d669640f703b95296bf17","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","work_id":"wrk_dcad52cb-128a-418b-a311-a794c37abfc3","block_id":"blk_287b1300-fe7b-4f05-9b2a-825fbb34843f","section_id":"sec_0b96c232-675b-467c-8304-45078b514adf","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"```\nXPUパッケージ内\n  └─ GPUダイ、I/Oチップレット、HBM\n\nサーバー／ラック内\n  └─ GPU、CPU、PCIeスイッチ、NVLink Switch\n\nScale-up\n  └─ 多数のXPUを1つの巨大な計算ドメインとして接続\n\nScale-out\n ","quote_start":0,"quote_end":138,"text_sha256":"49abee63c60005a21162b7e8b88b609c1320f5139289127fdcbfc4ce1cee911a","block_sha256":"49abee63c60005a21162b7e8b88b609c1320f5139289127fdcbfc4ce1cee911a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9/#blk_287b1300-fe7b-4f05-9b2a-825fbb34843f"},{"id":"occ_e9de5d63090f4a6ed5ba40f6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","work_id":"wrk_dcad52cb-128a-418b-a311-a794c37abfc3","block_id":"blk_4b30737f-31d5-4486-91e6-14718213c08b","section_id":"sec_aed9b621-3c37-41ff-aa49-6ec854e6e53e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":143,"end":146,"exact":"HBM","quote":"標準的選択肢へ\n- マルチラックScale-upは数百～1,000超XPUへ\n- Memory Poolは汎用HBM代替ではなく、KVキャッシュ・共有DRAM・容量階層として普及\n- NVLink、UALink、Ethernet系Scale-upが併存","quote_start":88,"quote_end":214,"text_sha256":"c18df8411276bcd8fa7626fd47e05b9d954036685d8ad060fd00fb0dfe7bc876","block_sha256":"c18df8411276bcd8fa7626fd47e05b9d954036685d8ad060fd00fb0dfe7bc876","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9/#blk_4b30737f-31d5-4486-91e6-14718213c08b"},{"id":"occ_6e74502076d966ffe7228be9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","work_id":"wrk_dcad52cb-128a-418b-a311-a794c37abfc3","block_id":"blk_5e6e1b8d-484f-4249-b8d0-88b3358f671a","section_id":"sec_d15c0f5e-7d7a-4c02-9740-40967b511660","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"ュ一貫性\n- NUMA制御\n- ページ移動\n- レイテンシ管理\n- OS・ドライバー\n- AIランタイム\n- HBMと外部DRAMの階層制御","quote_start":6,"quote_end":76,"text_sha256":"b3286b6e2ad0266edea098a9b4366a445aff9483c4d05b904af100b78a1049d5","block_sha256":"b3286b6e2ad0266edea098a9b4366a445aff9483c4d05b904af100b78a1049d5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9/#blk_5e6e1b8d-484f-4249-b8d0-88b3358f671a"},{"id":"occ_a6de6b95f3f82ab21a17f9d9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","work_id":"wrk_dcad52cb-128a-418b-a311-a794c37abfc3","block_id":"blk_836388e1-be43-4dfa-bcbe-e781c75c6c1b","section_id":"sec_2914c688-446e-42ea-bd9f-6ae40329e074","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"- XPU・HBMの高熱\n- 光チップレットの歩留まり\n- ファイバー実装\n- パッケージ交換性","quote_start":0,"quote_end":48,"text_sha256":"6a1eb19a7097b4a6e04106135c083388eb494d3d4b1aa33073f39dd21c5b12e4","block_sha256":"6a1eb19a7097b4a6e04106135c083388eb494d3d4b1aa33073f39dd21c5b12e4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9/#blk_836388e1-be43-4dfa-bcbe-e781c75c6c1b"},{"id":"occ_08e8ed449be125990d367420","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","work_id":"wrk_dcad52cb-128a-418b-a311-a794c37abfc3","block_id":"blk_9a0cb70e-d37e-47c8-a19d-b6c4cd2ddc52","section_id":"sec_d5dd1def-e8b9-4bbb-9750-ca62f4ecf3ed","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"```\nローカルHBM\n＝最高帯域・最低遅延の主記憶\n\nCXL／光接続Memory Pool\n＝大容量DRAM、KVキャッシュ、共有メモリ、補助階層\n```","quote_start":0,"quote_end":78,"text_sha256":"5fc209f89317ad15f6fe465c3290985ce3efe3bdb7c8f8f4d8b56a59687e8a80","block_sha256":"5fc209f89317ad15f6fe465c3290985ce3efe3bdb7c8f8f4d8b56a59687e8a80","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9/#blk_9a0cb70e-d37e-47c8-a19d-b6c4cd2ddc52"},{"id":"occ_e33b2dc266393bf82d2e2891","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","work_id":"wrk_dcad52cb-128a-418b-a311-a794c37abfc3","block_id":"blk_fb1cbdc5-3a20-48ac-abca-1d613f9c39b5","section_id":"sec_d5dd1def-e8b9-4bbb-9750-ca62f4ecf3ed","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"Memory Poolは、XPUの隣にあるHBMを置き換えるものではありません。","quote_start":0,"quote_end":40,"text_sha256":"2c839587cddd712f070b0f873a1a55d44653d67fa2f3b204b615c0f8a6030bd6","block_sha256":"2c839587cddd712f070b0f873a1a55d44653d67fa2f3b204b615c0f8a6030bd6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9/#blk_fb1cbdc5-3a20-48ac-abca-1d613f9c39b5"},{"id":"occ_400567eec1cd2957c373a413","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","work_id":"wrk_dcad52cb-128a-418b-a311-a794c37abfc3","block_id":"blk_ffc60ee4-b414-48b2-93e2-046347979d79","section_id":"sec_d5dd1def-e8b9-4bbb-9750-ca62f4ecf3ed","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは演算直結、Memory Poolは容量・共有性・利用効率を補う役割です。","quote_start":0,"quote_end":40,"text_sha256":"ea32634b8d5576b583d25d5f93005129ba41ef411b9ad65c07aeca0a507be337","block_sha256":"ea32634b8d5576b583d25d5f93005129ba41ef411b9ad65c07aeca0a507be337","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9/#blk_ffc60ee4-b414-48b2-93e2-046347979d79"},{"id":"occ_6bd99c5659f543d53305f8f4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_02882f70-450c-4873-baeb-2c49e617ab77","section_id":"sec_4e5d0f98-c313-4894-944f-1ad04e70cdfd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"CXL等でHBMの外側へ巨大DDR poolを接続する部分。","quote_start":0,"quote_end":30,"text_sha256":"9bba85c041c545630f570942d23a93b7162acd702a8850c96abd2c33eb51e6d3","block_sha256":"9bba85c041c545630f570942d23a93b7162acd702a8850c96abd2c33eb51e6d3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_02882f70-450c-4873-baeb-2c49e617ab77"},{"id":"occ_9ad914e565c0fc89d9155324","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_06e575ef-4147-45f0-aeee-4fff9e27f36b","section_id":"sec_9f0b233c-ee5b-4ff5-b7ff-b6ef70112901","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"SamsungがCustom HBMを2027年からsamplingする。","quote_start":0,"quote_end":37,"text_sha256":"47c93f3953115cf8fb231498e7fa44d18c2e4122648aef08967d8861d93c54d4","block_sha256":"47c93f3953115cf8fb231498e7fa44d18c2e4122648aef08967d8861d93c54d4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_06e575ef-4147-45f0-aeee-4fff9e27f36b"},{"id":"occ_c760fafa57c2a2ab6681d463","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_07c6906e-f6a8-415f-bc5c-4e9c094b4784","section_id":"sec_f45faaaa-1503-4c35-97cd-00325feb3e16","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4E"],"evidence":{"text_basis":"markdown","start":39,"end":44,"exact":"HBM4E","quote":"Samsung ElectronicsBroadcomとの$200B超MOU、HBM4E、2027 Custom HBM (Samsung Semiconductor Global)","quote_start":0,"quote_end":91,"text_sha256":"ee82298b290b3c5790a4954930fee9f4756ccdc042495362e14f20d906c5af19","block_sha256":"ee82298b290b3c5790a4954930fee9f4756ccdc042495362e14f20d906c5af19","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_07c6906e-f6a8-415f-bc5c-4e9c094b4784"},{"id":"occ_e476092a5b9ceb911cb3f4fc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_20064926-8635-4e28-94b1-cd65c718a30a","section_id":"sec_4ab023e7-e95a-46b9-9d39-e1d214f3f058","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"MRVLのCustom HBM、Custom SRAMは2027～29年に重要性を増す。","quote_start":0,"quote_end":44,"text_sha256":"3778cd0a70c6947261fc2a92202c17b6e5ef6ab9bfd5c8b77f152c136706acca","block_sha256":"3778cd0a70c6947261fc2a92202c17b6e5ef6ab9bfd5c8b77f152c136706acca","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_20064926-8635-4e28-94b1-cd65c718a30a"},{"id":"occ_db4b616c5ff0be3c5f69b35c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_5af50efb-d9cf-490e-b52d-0147f54588a1","section_id":"sec_4ab023e7-e95a-46b9-9d39-e1d214f3f058","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"するとCustom HBMという技術そのものは、いずれ複数社が持てる。","quote_start":0,"quote_end":35,"text_sha256":"b428a738e95e58d72845dc8c32918b477a13a92c96c79437ca5529e704a4ebd2","block_sha256":"b428a738e95e58d72845dc8c32918b477a13a92c96c79437ca5529e704a4ebd2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_5af50efb-d9cf-490e-b52d-0147f54588a1"},{"id":"occ_f4f97d08d5a9855e25090ee0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_5d3732ae-052e-4a2a-9028-d33481d32b20","section_id":"sec_a8711038-c599-4b05-a858-79bbc6a40657","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM4E","quote":"HBM4EでもSamsungは4nm logic base dieと1c DRAMを組み合わせ、FoundryとMemory間でdesign/process optimizationを行っている。(Samsun","quote_start":0,"quote_end":105,"text_sha256":"772fd8615923fdacc334a2959c4a6ba999d5407b45655a46a3af4203e3264712","block_sha256":"772fd8615923fdacc334a2959c4a6ba999d5407b45655a46a3af4203e3264712","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_5d3732ae-052e-4a2a-9028-d33481d32b20"},{"id":"occ_c82afc4b74a78ad6ea5cbf78","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_84eb203f-3a2d-4e3f-a3d4-478f1c67a81f","section_id":"sec_f45faaaa-1503-4c35-97cd-00325feb3e16","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":78,"end":81,"exact":"HBM","quote":"Custom Products、$120B相当のwarrant vesting ceiling、Custom HBM/SRAM (SEC)","quote_start":23,"quote_end":92,"text_sha256":"0b4da2be16fd734ec56bd1cf13c890daf0bd70d58d4c05e048c98c60d83bbc92","block_sha256":"0b4da2be16fd734ec56bd1cf13c890daf0bd70d58d4c05e048c98c60d83bbc92","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_84eb203f-3a2d-4e3f-a3d4-478f1c67a81f"},{"id":"occ_3afee4580e5d3a564bd2e317","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_8b5558d2-6b84-4024-bd31-a0396b5eaaca","section_id":"sec_4e5d0f98-c313-4894-944f-1ad04e70cdfd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"KV Cache、checkpoint、weights、embeddingなどがHBM/DRAMからSSD階層へ溢れると、storage controllerのsilicon contentも上がる。","quote_start":0,"quote_end":100,"text_sha256":"da773e1fd972ead22d59eeb62b699bce4b09f1b381bb640dc17903c2c518303a","block_sha256":"da773e1fd972ead22d59eeb62b699bce4b09f1b381bb640dc17903c2c518303a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_8b5558d2-6b84-4024-bd31-a0396b5eaaca"},{"id":"occ_39f084a37834dadfb8a1aae1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_8fd1c3a5-218f-4220-b307-8fb6f6245af6","section_id":"sec_bdd2cbba-f229-46ae-b11b-6a6dea1b5279","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"MarvellはCustom HBMで、","quote_start":0,"quote_end":20,"text_sha256":"cfc114c7d6c05bc091dd00b9593f4b9be7c2a64f81c7cd8e1c860aaceff7f5e1","block_sha256":"cfc114c7d6c05bc091dd00b9593f4b9be7c2a64f81c7cd8e1c860aaceff7f5e1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_8fd1c3a5-218f-4220-b307-8fb6f6245af6"},{"id":"occ_cfa831b25bb6dc36d8c01fef","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_95273fa0-f357-4a46-a63b-3015a7732b87","section_id":"sec_6956dd33-ae74-451d-a8d2-a03e537e8302","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":43,"end":46,"exact":"HBM","quote":"2026年9月にはHuawei、Cambricon、MetaX、IluvatarなどがHBM不足を背景に価格を引き上げたとReutersが報じている。米国のadvanced HBM輸出規制も供給を難しくしている。(Reuters)","quote_start":0,"quote_end":115,"text_sha256":"7dc6d2d26dc335bfeb6b1a6b784de81096d5c0ac20ce3880494773c240d3b179","block_sha256":"7dc6d2d26dc335bfeb6b1a6b784de81096d5c0ac20ce3880494773c240d3b179","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_95273fa0-f357-4a46-a63b-3015a7732b87"},{"id":"occ_137547168cfb311fcfe70a10","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_9df8a2f3-9718-4336-a9d5-b6baefe92e85","section_id":"sec_4ab023e7-e95a-46b9-9d39-e1d214f3f058","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"一方AVGOもSamsungとの関係を使ってCustom HBMへ進める。","quote_start":0,"quote_end":37,"text_sha256":"46a5835969f10ffdc323782780a19f903834c18ca18b9d183a23f3c80d9d68d7","block_sha256":"46a5835969f10ffdc323782780a19f903834c18ca18b9d183a23f3c80d9d68d7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_9df8a2f3-9718-4336-a9d5-b6baefe92e85"},{"id":"occ_3e489834ea0986f9c48ed77b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_bb10994c-7e5a-4042-b6c7-12853ec8a6fb","section_id":"sec_f45faaaa-1503-4c35-97cd-00325feb3e16","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"a / Huawei / ReutersZhenwu/Qwen loop、Ascend/SuperPoD、中国HBM制約、ByteDance–米国設計企業 (Alibaba Group)","quote_start":6,"quote_end":99,"text_sha256":"a27be7cc49ec44ee2a185baa0bcf237bc19f2827ad0cc7627c9500d7774eabf2","block_sha256":"a27be7cc49ec44ee2a185baa0bcf237bc19f2827ad0cc7627c9500d7774eabf2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_bb10994c-7e5a-4042-b6c7-12853ec8a6fb"},{"id":"occ_a55f94ec755d291f1fca3165","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_c20434f6-a3f3-49b4-87b1-d35928d6a4b9","section_id":"sec_6956dd33-ae74-451d-a8d2-a03e537e8302","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"中国のAI chip企業は現在、HBM不足による深刻な制約を受けている。","quote_start":0,"quote_end":36,"text_sha256":"74a659f4cee66f275704e434970f23bb99d08903def9fd3e950363e4e1d5ea99","block_sha256":"74a659f4cee66f275704e434970f23bb99d08903def9fd3e950363e4e1d5ea99","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_c20434f6-a3f3-49b4-87b1-d35928d6a4b9"},{"id":"occ_5fcb692668918d8e21e2c983","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_c9acf226-2974-430f-b5ae-8bfd55496dfe","section_id":"sec_bdd2cbba-f229-46ae-b11b-6a6dea1b5279","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"MarvellによればCustom HBMによって、設計次第ではHBM memory容量を最大33%増やし、memory I/O powerを70%以上削減し、XPU die areaを最大25%解放できる。Samsung、SK hynix、","quote_start":0,"quote_end":121,"text_sha256":"963f371b36e738983c746afce31c32c31ba921dcadb5883054721c183424ef8e","block_sha256":"963f371b36e738983c746afce31c32c31ba921dcadb5883054721c183424ef8e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_c9acf226-2974-430f-b5ae-8bfd55496dfe"},{"id":"occ_cdd43b4a43f12d6a6a832e79","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_cef217db-488a-47d2-855d-8994d0758132","section_id":"sec_2a4f8603-05dc-45b4-94e5-5df56d352219","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"であり、Samsung HBMをBroadcomの次世代AI acceleratorへ供給することまで公式に明記されている。(Samsung Semiconductor Global)","quote_start":0,"quote_end":92,"text_sha256":"06d5ddfa98469400e13908d7a17eeec16a324f48e4463257d96ba9b86dbba019","block_sha256":"06d5ddfa98469400e13908d7a17eeec16a324f48e4463257d96ba9b86dbba019","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_cef217db-488a-47d2-855d-8994d0758132"},{"id":"occ_f97d5234dd5335e69eaab488","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_d10b5fa7-02c3-4f03-8649-cbde4d6e3fac","section_id":"sec_3f23dc81-c584-448c-9d5d-137518ec838a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3e"],"evidence":{"text_basis":"markdown","start":15,"end":20,"exact":"HBM3e","quote":"TSMC 3nm、216GB HBM3e、7TB/s、272MB SRAMというinference acceleratorであり、GPT-5.2を含むOpenAI modelとMicrosoft自身のSuperintelligence wo","quote_start":0,"quote_end":120,"text_sha256":"202f9280493be134af4a186f0d02b99e31b020866b08f95b1c54d5a3d5081f82","block_sha256":"202f9280493be134af4a186f0d02b99e31b020866b08f95b1c54d5a3d5081f82","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_d10b5fa7-02c3-4f03-8649-cbde4d6e3fac"},{"id":"occ_595eccdca1a1069878c541f5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_ea3b155f-9f05-4088-b76e-794a656bd4b6","section_id":"sec_2a4f8603-05dc-45b4-94e5-5df56d352219","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":11,"end":15,"exact":"HBM4","quote":"SamsungはすでにHBM4を量産し、HBM4Eサンプルを出荷している。さらに2027年から顧客仕様に合わせたCustom HBMのsamplingを始める計画を公表している。(Samsung Global Newsroom)","quote_start":0,"quote_end":114,"text_sha256":"1fe277ff44bd398264b1302bf490a8f9779a443d1c75bd63b1bd988c8ad74af7","block_sha256":"1fe277ff44bd398264b1302bf490a8f9779a443d1c75bd63b1bd988c8ad74af7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_ea3b155f-9f05-4088-b76e-794a656bd4b6"},{"id":"occ_d0746e83e380961187b35591","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7","block_id":"blk_f6ea84a5-bb9d-4e71-a17a-a381dac799b0","section_id":"sec_ea0e3bfe-170c-46f6-aeb9-794fdc140b93","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"8iは288GB HBM、384MB SRAMを持ち、前世代よりSRAMを3倍へ増やし、Collectives Acceleration EngineとBoardfly topologyまで追加している。Google自身がr","quote_start":0,"quote_end":112,"text_sha256":"486acf82d52f7bc6b82fe53b2e9303ea92e47d43a2c81b8a35353eec1133b4b2","block_sha256":"486acf82d52f7bc6b82fe53b2e9303ea92e47d43a2c81b8a35353eec1133b4b2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95/#blk_f6ea84a5-bb9d-4e71-a17a-a381dac799b0"},{"id":"occ_dcb825c50500ee47adffb882","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":0,"end":3,"exact":"HBM","quote":"HBMはなぜ「メモリなのに2nmロジック」を必要とするのか――Base Dieが動かすFoundry境界","quote_start":0,"quote_end":52,"text_sha256":"e6a90c4bfed53c21de143675168e4dc2c476a7588e65945082c12d13c9bf9562","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/"},{"id":"occ_a0cb5919d5e042be07f034dc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_00c6ea27-8833-4c0a-8b5b-f47f2cdc2ceb","section_id":"sec_ead5c985-9603-4c77-ad20-93b8f055344f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":10,"end":14,"exact":"HBM4","quote":"36GBの12Hi HBM4を使うなら、","quote_start":0,"quote_end":20,"text_sha256":"d285c2c629eeaf6e9dff52e3e981c82eaf1d1f57664ad79b81300e39fb3f84c1","block_sha256":"d285c2c629eeaf6e9dff52e3e981c82eaf1d1f57664ad79b81300e39fb3f84c1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_00c6ea27-8833-4c0a-8b5b-f47f2cdc2ceb"},{"id":"occ_943e03cc86e94d2b47734426","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_04bf5df5-08f8-45fe-b726-cf7ad34cebe2","section_id":"sec_bda9d444-5c2a-4693-8dd4-1163b0f3b3a9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの底に小さなSoCを貼り付ける","quote_start":0,"quote_end":18,"text_sha256":"6f22e525a2027b5c0d038dde90bd4d2c5b9166b34cd84e35d1a871f21fd2fe1c","block_sha256":"6f22e525a2027b5c0d038dde90bd4d2c5b9166b34cd84e35d1a871f21fd2fe1c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_04bf5df5-08f8-45fe-b726-cf7ad34cebe2"},{"id":"occ_1664170e5d19239f8c104d1e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_04db2191-f742-4080-925d-a710ca9838d5","section_id":"sec_8a6964e9-5e4c-438c-9de9-ad8c58d8340a","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"ゆえに私は、HBM台数ではなくBase Die面積・Process・Yieldを見る。その結果が一時の輝きではなく、繰り返し作り、直し、動かせる秩序になったかを見届ける。","quote_start":0,"quote_end":85,"text_sha256":"9794f87d93b371c64fe01b96e04f8a905e0fc1263a508c4ee9184224d6ec0882","block_sha256":"9794f87d93b371c64fe01b96e04f8a905e0fc1263a508c4ee9184224d6ec0882","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_04db2191-f742-4080-925d-a710ca9838d5"},{"id":"occ_1235db3d879e20381e43c186","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_06ea1f02-fdef-44fd-abad-17730d16fa34","section_id":"sec_a4a0ebab-59e9-4e3f-83cb-fda6f7e8a522","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":27,"end":32,"exact":"HBM4E","quote":"だからNVIDIAはRubin Ultraで12Hi HBM4Eだけに固執せず、8Hi HBM4EやHBM4まで評価している。(TrendForce)","quote_start":0,"quote_end":75,"text_sha256":"431643ad56b60ddb8b87f12bb9fad4db23d25f115648efa3855d989461d2df67","block_sha256":"431643ad56b60ddb8b87f12bb9fad4db23d25f115648efa3855d989461d2df67","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_06ea1f02-fdef-44fd-abad-17730d16fa34"},{"id":"occ_b196a8269cc97a2a2c4ab2e7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_079e0c89-67dd-47d5-b764-f9e71658c773","section_id":"sec_4cf5e30b-961c-486f-ac06-7382d8edeaf3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの性能向上は、もはやDRAMセルだけでは達成できないのである。","quote_start":0,"quote_end":34,"text_sha256":"2a862e960534b425312d5b9ccffd7be1a4a4659b1d02c83ed2204fd9596bb599","block_sha256":"2a862e960534b425312d5b9ccffd7be1a4a4659b1d02c83ed2204fd9596bb599","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_079e0c89-67dd-47d5-b764-f9e71658c773"},{"id":"occ_3ad0ec65a9341d9025ee08bf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_08b5fe40-041b-4a6e-bb4d-4b8f520d31c2","section_id":"sec_66a09680-4e3b-4ac1-9d28-af43a5d69289","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":4,"end":8,"exact":"HBM4","quote":"そのためHBM4では、","quote_start":0,"quote_end":11,"text_sha256":"d8cd862043295a0b74cee214cbc9454e7a5cbd95e1ac745e31dc16a9e5c046bb","block_sha256":"d8cd862043295a0b74cee214cbc9454e7a5cbd95e1ac745e31dc16a9e5c046bb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_08b5fe40-041b-4a6e-bb4d-4b8f520d31c2"},{"id":"occ_291885ac1e87b6a1376fcbdc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_0ca950ab-e9bd-4eb0-9f2f-0de8ca305c0a","section_id":"sec_ba8e516b-af74-49aa-b851-851215927c64","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMという製品そのものが変わっていることである。","quote_start":0,"quote_end":25,"text_sha256":"d92daefc853b5d409f7fe7e31610e2e49a63921e8852ddf60b1f3bad56ccf741","block_sha256":"d92daefc853b5d409f7fe7e31610e2e49a63921e8852ddf60b1f3bad56ccf741","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_0ca950ab-e9bd-4eb0-9f2f-0de8ca305c0a"},{"id":"occ_d0065c298ae739a54cd1e586","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_0f60ba07-8810-4234-8a54-8e3e602bfee4","section_id":"sec_b4ba276a-3e1a-4ffc-9c68-a10016907ad0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":4,"end":8,"exact":"HBM4","quote":"ところがHBM4からはTSMC Advanced Logic Processを使用する。","quote_start":0,"quote_end":44,"text_sha256":"d0e9348a39b0beede23e31a6c41100291a14667893ce66c8634abe2fa4b4f902","block_sha256":"d0e9348a39b0beede23e31a6c41100291a14667893ce66c8634abe2fa4b4f902","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_0f60ba07-8810-4234-8a54-8e3e602bfee4"},{"id":"occ_52464bad5be5e74d426dbea8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_149bc8db-c1a1-424c-ae33-8626a5745dec","section_id":"sec_f43168cd-b6e6-4837-a5e0-63f75b760cce","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## 19．Custom HBMになるとBase Dieはさらに重要になる","quote_start":0,"quote_end":37,"text_sha256":"711d1e2934acca95aa33e49a9a6fc72e1254f6ec5cf50251c3f7cb03aecc6678","block_sha256":"711d1e2934acca95aa33e49a9a6fc72e1254f6ec5cf50251c3f7cb03aecc6678","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_149bc8db-c1a1-424c-ae33-8626a5745dec"},{"id":"occ_1cf40a58a7fc80a04520d4be","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_14ffab2f-b372-48ac-86e7-c317de185d7e","section_id":"sec_3549305c-10cc-4844-a263-1849e4843068","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"一方、ZDNet KoreaはSamsungが将来のCustom HBMやHBM5へ2nmを適用する計画を進めていると報じている。NRD-K 2も2028年下期の開所を目標としている。(ZDNet Korea)","quote_start":0,"quote_end":105,"text_sha256":"670d652ecb316904928e8e2ae8fb8ea8f48176cac8e9525a4aa9d2bfe6bc2119","block_sha256":"670d652ecb316904928e8e2ae8fb8ea8f48176cac8e9525a4aa9d2bfe6bc2119","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_14ffab2f-b372-48ac-86e7-c317de185d7e"},{"id":"occ_d1f63e1371e85b581b701a55","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_16aa10bb-f44f-4599-be1d-019b19e18aab","section_id":"sec_3549305c-10cc-4844-a263-1849e4843068","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":11,"end":15,"exact":"HBM4","quote":"現在のSamsung HBM4とHBM4Eは4nm Base Dieである。(Samsung Semiconductor Global)","quote_start":0,"quote_end":68,"text_sha256":"1f7debd0ba424b502c2a8cb09f8a06a75e4fc00a572113d02c381a92bbb6c469","block_sha256":"1f7debd0ba424b502c2a8cb09f8a06a75e4fc00a572113d02c381a92bbb6c469","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_16aa10bb-f44f-4599-be1d-019b19e18aab"},{"id":"occ_80ae7a90a7a34f3c3bf75d9e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_18950113-74ac-4e37-b4d8-350e2ca4e713","section_id":"sec_43224412-8fa1-47c5-9f0f-491408e3f161","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":55,"end":60,"exact":"HBM4E","quote":"実際TrendForceがRubin Ultraの8Hi化で問題視している中心も、DRAM供給不足と12Hi HBM4Eのvalidation/yieldである。(TrendForce)","quote_start":0,"quote_end":93,"text_sha256":"d7ba8f3188233bebdb15f39b834d41ae2f1a0c18b4c552d416edd865e48247a3","block_sha256":"d7ba8f3188233bebdb15f39b834d41ae2f1a0c18b4c552d416edd865e48247a3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_18950113-74ac-4e37-b4d8-350e2ca4e713"},{"id":"occ_cfc813b031c1133066cf0335","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_18b03a84-9721-42b3-883f-ea727de13a22","section_id":"sec_5809c49d-38c8-4493-9c1d-b121a9a93c7d","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":4,"end":9,"exact":"HBM4E","quote":"8Hi HBM4E、12Hi HBM4、8Hi HBM4","quote_start":0,"quote_end":28,"text_sha256":"d6958ff90689201bd88b39d6e9ed3a5dd658e4cd5abd14523bcdecda07f23639","block_sha256":"d6958ff90689201bd88b39d6e9ed3a5dd658e4cd5abd14523bcdecda07f23639","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_18b03a84-9721-42b3-883f-ea727de13a22"},{"id":"occ_4cf89fa1e262370bb915a50b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_1d9f5ca3-a260-4f5d-b1be-c61891c54d48","section_id":"sec_d5edbb43-1142-456a-bf7f-fe3da59ba3af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"この記事では、HBM Logic Base Dieとは何なのか、なぜメモリなのにロジックが必要なのか、NRD-K 2とは何なのか、Samsung・SK hynix・Micronではどのように製造しているのか、そしてBas","quote_start":0,"quote_end":110,"text_sha256":"ce5d6822b3c589278fd93bb6941c72235fff7217a630aaa245ede870390e1005","block_sha256":"ce5d6822b3c589278fd93bb6941c72235fff7217a630aaa245ede870390e1005","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_1d9f5ca3-a260-4f5d-b1be-c61891c54d48"},{"id":"occ_52b5c659c78f5b2b05455a32","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_2107491e-c6b8-4c0b-860c-4380b72c561f","section_id":"sec_4cf5e30b-961c-486f-ac06-7382d8edeaf3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"Samsung HBM4は最大13Gbps/pin、最大約3.3TB/s/stackの帯域幅を実現する。(Samsung Semiconductor Global)","quote_start":0,"quote_end":82,"text_sha256":"e9d9015c8f7b63078aa843fa33aff100326c4774c62aab6c8080116cf59fb24e","block_sha256":"e9d9015c8f7b63078aa843fa33aff100326c4774c62aab6c8080116cf59fb24e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_2107491e-c6b8-4c0b-860c-4380b72c561f"},{"id":"occ_b19bbccb364776fcb898029d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_22c0820b-8559-4233-a7de-54c01fc20835","section_id":"sec_bda9d444-5c2a-4693-8dd4-1163b0f3b3a9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを断面方向から非常に単純化すると、次のような構造になっている。","quote_start":0,"quote_end":34,"text_sha256":"4af79bf7184dc43fc51950eb88a2739e55b291904caf4fc6b013e2fcadedca5f","block_sha256":"4af79bf7184dc43fc51950eb88a2739e55b291904caf4fc6b013e2fcadedca5f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_22c0820b-8559-4233-a7de-54c01fc20835"},{"id":"occ_56c2eda865e8ab55954041f6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_27638ae4-9fd3-4f71-bc98-02cc23b91ea9","section_id":"sec_d5edbb43-1142-456a-bf7f-fe3da59ba3af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"それなのに、なぜSamsungはHBMを増産するために2nm Foundryの生産能力を増やそうとしているのか。","quote_start":0,"quote_end":56,"text_sha256":"4ffe301ee817d120ef6d8c53efd132e07d3bdcff5dabcf3b40dff2065e59b078","block_sha256":"4ffe301ee817d120ef6d8c53efd132e07d3bdcff5dabcf3b40dff2065e59b078","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_27638ae4-9fd3-4f71-bc98-02cc23b91ea9"},{"id":"occ_e1dfbc0ef9d3e5a225abba39","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_2aa39b25-c5ca-436e-a4af-7a962d88fbea","section_id":"sec_ead5c985-9603-4c77-ad20-93b8f055344f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":15,"end":19,"exact":"HBM4","quote":"NVIDIAはさらに12Hi HBM4を使用すると説明している。(NVIDIA Developer)","quote_start":0,"quote_end":50,"text_sha256":"af4b68917ae834fc7796f1d23a5fc8704c8230f650bb5512d60dcc0754f57eed","block_sha256":"af4b68917ae834fc7796f1d23a5fc8704c8230f650bb5512d60dcc0754f57eed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_2aa39b25-c5ca-436e-a4af-7a962d88fbea"},{"id":"occ_f75acd9ac4508399a1f6b4ef","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_2b45e4a0-e1c6-4dda-8bd3-49aac97e3155","section_id":"sec_52df7249-e998-4cb1-a331-af5af26fa52c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"さらに完成したHBMがあってもGPUと一緒にCoWoSへ載せられなければAI acceleratorにはならない。","quote_start":0,"quote_end":57,"text_sha256":"944046067ff38235c1da39af6bbfec88f8cac7faf2db8681775d52b4290aac98","block_sha256":"944046067ff38235c1da39af6bbfec88f8cac7faf2db8681775d52b4290aac98","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_2b45e4a0-e1c6-4dda-8bd3-49aac97e3155"},{"id":"occ_fd85eb55cc59e8a409d4aa0f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_2e27cc74-b091-40fa-b960-55ba8aef6cfc","section_id":"sec_8cc9b0c2-f562-4261-8438-64710a797416","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"**絶ノイア:** HBMはMemory製品から、Foundryと共同で作るSystem-on-Packageへ近づきます。","quote_start":0,"quote_end":62,"text_sha256":"5c6f5918ba5fc5c922afaa033c4bb5c8fa097620bc1621693d56a895752e9886","block_sha256":"5c6f5918ba5fc5c922afaa033c4bb5c8fa097620bc1621693d56a895752e9886","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_2e27cc74-b091-40fa-b960-55ba8aef6cfc"},{"id":"occ_809ae218f19884acad945d43","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_2e3a689d-209f-4823-9fe4-0221596b2222","section_id":"sec_52df7249-e998-4cb1-a331-af5af26fa52c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの最終供給量を単純化すると、","quote_start":0,"quote_end":17,"text_sha256":"d5538434658b25f2f321c5f580b23023aff6d1129d17eb9bb4e4b9b7aacdaf29","block_sha256":"d5538434658b25f2f321c5f580b23023aff6d1129d17eb9bb4e4b9b7aacdaf29","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_2e3a689d-209f-4823-9fe4-0221596b2222"},{"id":"occ_a44bd5590f137c406bc68b3d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_2eb9ecb0-90e8-4a21-a62d-6f8414a056b5","section_id":"sec_a4a0ebab-59e9-4e3f-83cb-fda6f7e8a522","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"そこで最後の5～10%を確保できるかどうかが、HBMの生産数量を決める可能性がある。","quote_start":0,"quote_end":42,"text_sha256":"1c78e29d56b9369118d4d074558b83b0775f860624240c36c60ece8432e905cb","block_sha256":"1c78e29d56b9369118d4d074558b83b0775f860624240c36c60ece8432e905cb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_2eb9ecb0-90e8-4a21-a62d-6f8414a056b5"},{"id":"occ_8c2d9175263cf87a04ba0ab7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_2f027dbc-f245-495c-b3e4-41e06c972b0c","section_id":"sec_4cf5e30b-961c-486f-ac06-7382d8edeaf3","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":13,"exact":"HBM3E","quote":"SamsungのHBM3Eは1,024-bitインターフェースだったが、HBM4では2,048 I/Oへ倍増した。","quote_start":0,"quote_end":57,"text_sha256":"0418eae5ccaa0e684c2d76ff649783d874233a08402f7a2cdad94cf7d21cf53a","block_sha256":"0418eae5ccaa0e684c2d76ff649783d874233a08402f7a2cdad94cf7d21cf53a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_2f027dbc-f245-495c-b3e4-41e06c972b0c"},{"id":"occ_75cbe2d637348dc52daf5218","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_2f3a592c-da40-4585-98ae-2d38a5cf8a45","section_id":"sec_b4ba276a-3e1a-4ffc-9c68-a10016907ad0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":37,"end":40,"exact":"HBM","quote":"さらにBase Dieだけでなく、TSMCのCoWoSとSK hynix HBMの統合まで共同最適化している。(SK hynix Newsroom)","quote_start":0,"quote_end":74,"text_sha256":"727ef4aa907d76bc000bb2be22c11b26381def36ac3feb868bad3385fb029b2e","block_sha256":"727ef4aa907d76bc000bb2be22c11b26381def36ac3feb868bad3385fb029b2e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_2f3a592c-da40-4585-98ae-2d38a5cf8a45"},{"id":"occ_f40515b1c459d5ce9277cd09","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_3112015e-3100-4583-bba3-3f2a1229b050","section_id":"sec_bda9d444-5c2a-4693-8dd4-1163b0f3b3a9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"今後Custom HBMが進めば、この場所へさらに顧客固有ロジックを組み込める。","quote_start":0,"quote_end":40,"text_sha256":"7b3e14d6d501b242cbcf320b25a00a5cc4b3773539e26051611c0b152b7b572c","block_sha256":"7b3e14d6d501b242cbcf320b25a00a5cc4b3773539e26051611c0b152b7b572c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_3112015e-3100-4583-bba3-3f2a1229b050"},{"id":"occ_6a514e3fd7d38c7fb0e3cfc1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_3386e947-ec98-4892-9bb1-7bc09136c20c","section_id":"sec_a4a0ebab-59e9-4e3f-83cb-fda6f7e8a522","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"今回のNRD-K 2の記事から見えてくるのは、HBMの供給問題が次の段階へ入り始めているということだ。","quote_start":0,"quote_end":51,"text_sha256":"5ce5fb634f7a319f9ed8f78e8baf93d28f8ead2e629947d77ade47509d27e5c9","block_sha256":"5ce5fb634f7a319f9ed8f78e8baf93d28f8ead2e629947d77ade47509d27e5c9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_3386e947-ec98-4892-9bb1-7bc09136c20c"},{"id":"occ_951b36ace39c055fbe00607a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_3b04c838-e2f3-46e8-bae9-d6bb8ee89398","section_id":"sec_a0bb87f1-4162-464c-9eb5-9fba67fb2417","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":9,"end":14,"exact":"HBM4E","quote":"standard HBM4Eとcustom HBM4EのBase Logic DieをTSMCで製造する","quote_start":0,"quote_end":52,"text_sha256":"495fa6bd0324824627bfa6d0cee5726d92ce196222e8ad455710d16c9e75d741","block_sha256":"495fa6bd0324824627bfa6d0cee5726d92ce196222e8ad455710d16c9e75d741","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_3b04c838-e2f3-46e8-bae9-d6bb8ee89398"},{"id":"occ_521e9dfabda53b7fc935f084","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_3b543443-d7d5-4955-ba9d-eda1c518aa92","section_id":"sec_452c4327-6d99-46e7-bc78-b147d158b902","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"Intelについては現時点でHBM Base Die受注が確認されているわけではない。ただしIntel 18Aは既にHigh Volume Manufacturingへ入り、18A-Pも2026年6月にRisk Productionを","quote_start":0,"quote_end":117,"text_sha256":"f8b408174edfcc49fdf6d433c2ba25e42cc4829c5b4b195e2de2eb2dba1f0a57","block_sha256":"f8b408174edfcc49fdf6d433c2ba25e42cc4829c5b4b195e2de2eb2dba1f0a57","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_3b543443-d7d5-4955-ba9d-eda1c518aa92"},{"id":"occ_0f319829c079f6e885016430","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_3e616746-3fb3-4ea0-a873-fd3d2df34edd","section_id":"sec_52df7249-e998-4cb1-a331-af5af26fa52c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"どれだけDRAM Core Dieを作れてもBase Dieが不足すればHBMにはならない。","quote_start":0,"quote_end":46,"text_sha256":"b64c610e4a09cd0630c69da6be72a5ee31c2f21f5eb43830c7dc603c766f1976","block_sha256":"b64c610e4a09cd0630c69da6be72a5ee31c2f21f5eb43830c7dc603c766f1976","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_3e616746-3fb3-4ea0-a873-fd3d2df34edd"},{"id":"occ_cba7ac419663ff3ca39432c5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_41b3a9a7-a3a5-4688-b19d-8d529dd2de86","section_id":"sec_99e91288-e2dd-4eab-9f2b-fd6037ec9a55","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":78,"end":81,"exact":"HBM","quote":"見えても、重要なのはウェハ枚数だけではない。Design Porting、IP、Known Good Die、HBM積層との同期が供給の新しい制約になる。","quote_start":23,"quote_end":100,"text_sha256":"06cc6eca9cb41ff5857845b901c816d75d3f5dc296e0f566d1ab3ad55b547b30","block_sha256":"06cc6eca9cb41ff5857845b901c816d75d3f5dc296e0f566d1ab3ad55b547b30","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_41b3a9a7-a3a5-4688-b19d-8d529dd2de86"},{"id":"occ_8e5e0164c3278a032660d688","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_42b31d03-9862-4dc3-9bfa-263802cca7a5","section_id":"sec_d5edbb43-1142-456a-bf7f-fe3da59ba3af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"# HBMはなぜ「メモリなのに2nmロジック」を必要とするのか――Base Dieが動かすFoundry境界","quote_start":0,"quote_end":54,"text_sha256":"77b048ccc0f3c35df48ac582b3f4f9117109b6ae33ab97be9bad0e0e4722b40a","block_sha256":"77b048ccc0f3c35df48ac582b3f4f9117109b6ae33ab97be9bad0e0e4722b40a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_42b31d03-9862-4dc3-9bfa-263802cca7a5"},{"id":"occ_23fc11910b682defd3fc0a54","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_42d3b83d-7177-4358-a9d9-9084f73ef948","section_id":"sec_bda9d444-5c2a-4693-8dd4-1163b0f3b3a9","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"SK hynixはBase Dieを、HBMスタックの最下部に位置し、複数のDRAMダイと外部Logic Chipの間でデータ入出力や制御を担当する半導体ダイと説明している。HBM4では特に、このBase Dieの性能と製造プロセスが帯域幅、消","quote_start":0,"quote_end":122,"text_sha256":"438d0b918ee4048fbb366144448bcc0f7c89eda5aad8b740bf701a430473fb3b","block_sha256":"438d0b918ee4048fbb366144448bcc0f7c89eda5aad8b740bf701a430473fb3b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_42d3b83d-7177-4358-a9d9-9084f73ef948"},{"id":"occ_44d7ba3fc53cda94105e1376","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_4609f381-92f0-4ff1-9454-3fab7b8dc7df","section_id":"sec_21295a70-9c76-4365-af43-21129940a054","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM stack数そのものはむしろ増える。","quote_start":0,"quote_end":22,"text_sha256":"3cf029c622180c4949d88d529fa63b5e397689b95581a302548899fe02902810","block_sha256":"3cf029c622180c4949d88d529fa63b5e397689b95581a302548899fe02902810","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_4609f381-92f0-4ff1-9454-3fab7b8dc7df"},{"id":"occ_195f416f8acd1181d3e1d006","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_50c1b99b-e446-4f4f-b061-5f15b43b163c","section_id":"sec_d5edbb43-1142-456a-bf7f-fe3da59ba3af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"しかも主なターゲットとして名前が挙がっているのが、NVIDIAなど向けの次世代HBMに使われる、","quote_start":0,"quote_end":48,"text_sha256":"a28928562e040e5e3ac35880561a2b1539a893d6cea76986acb5c4b251fc14f6","block_sha256":"a28928562e040e5e3ac35880561a2b1539a893d6cea76986acb5c4b251fc14f6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_50c1b99b-e446-4f4f-b061-5f15b43b163c"},{"id":"occ_934a90ad9261297b9441d49a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_57bf2cc2-6b3f-4feb-ba6d-02b4a69fa0fd","section_id":"sec_e2c8646f-ff5a-4107-ae58-6008fbc44723","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"つまり世界で年間1億～1.5億個もの先端HBMを作ったとしても、","quote_start":0,"quote_end":32,"text_sha256":"57fa1fbc96592e79351bac0909cc883ce88656e0f2a0837c0715779f7eb3a270","block_sha256":"57fa1fbc96592e79351bac0909cc883ce88656e0f2a0837c0715779f7eb3a270","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_57bf2cc2-6b3f-4feb-ba6d-02b4a69fa0fd"},{"id":"occ_0dc7ab6a106bf3f86e36861e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_586054c2-3b2d-468d-befc-63dedff2b58e","section_id":"sec_52df7249-e998-4cb1-a331-af5af26fa52c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 18．HBMの供給量は「DRAM capacity」だけでは決まらなくなった","quote_start":0,"quote_end":41,"text_sha256":"bb6c93cb4a962708c61d30a1b22b7e1479b0ae961d02e8dfe8e806793ba1b366","block_sha256":"bb6c93cb4a962708c61d30a1b22b7e1479b0ae961d02e8dfe8e806793ba1b366","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_586054c2-3b2d-468d-befc-63dedff2b58e"},{"id":"occ_7d4b6fe703b1df7b2a879c2f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_5aaa74dc-32ae-4493-9fdf-8e95101ae649","section_id":"sec_a4a0ebab-59e9-4e3f-83cb-fda6f7e8a522","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## まとめ――HBM不足の次の段階は「Foundry不足」かもしれない","quote_start":0,"quote_end":36,"text_sha256":"faecc9727de280916059bf82f8ef0c8fa4050e610d362062cbcc325c86f87a4e","block_sha256":"faecc9727de280916059bf82f8ef0c8fa4050e610d362062cbcc325c86f87a4e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_5aaa74dc-32ae-4493-9fdf-8e95101ae649"},{"id":"occ_43619318746de02a741e171d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_5de54040-973f-4fff-ba7a-0db2890de920","section_id":"sec_4cf5e30b-961c-486f-ac06-7382d8edeaf3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":5,"end":9,"exact":"HBM4","quote":"## 2．HBM4で何が変わったのか――I/Oが1,024本から2,048本へ","quote_start":0,"quote_end":39,"text_sha256":"dd268fa5f5e3dc7902ecf75a88c367f152176511c842d71ff33c0967b8a72b13","block_sha256":"dd268fa5f5e3dc7902ecf75a88c367f152176511c842d71ff33c0967b8a72b13","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_5de54040-973f-4fff-ba7a-0db2890de920"},{"id":"occ_1cc55ee45fb52d46414a57ce","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_601d50b9-2333-4420-809b-75ce6368bbb7","section_id":"sec_b4ba276a-3e1a-4ffc-9c68-a10016907ad0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":5,"end":9,"exact":"HBM4","quote":"したがってHBM4以降のSK hynixは概念的には、","quote_start":0,"quote_end":27,"text_sha256":"6cc7eafbdcfab4bb705ef5717a29274ab6113bd7704059b1a0606b7be369b804","block_sha256":"6cc7eafbdcfab4bb705ef5717a29274ab6113bd7704059b1a0606b7be369b804","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_601d50b9-2333-4420-809b-75ce6368bbb7"},{"id":"occ_b9413757b804008ef946b1c6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_608b00ee-3f43-429e-84dc-d19f9efba4ed","section_id":"sec_a0bb87f1-4162-464c-9eb5-9fba67fb2417","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":10,"end":14,"exact":"HBM4","quote":"Micron自身が、HBM4の差別化要因としてDRAM設計だけでなく、自社Advanced CMOS Base DieとAdvanced Packagingを挙げている。(Micron Technology)","quote_start":0,"quote_end":104,"text_sha256":"6f6f44989bca23e420791b558f1571df8e4d4e6ea140510f5e65c99445931bfc","block_sha256":"6f6f44989bca23e420791b558f1571df8e4d4e6ea140510f5e65c99445931bfc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_608b00ee-3f43-429e-84dc-d19f9efba4ed"},{"id":"occ_1cada0f54beac9fa49620fbd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_6586c13f-6e57-4ce6-9a30-0e030eb4609f","section_id":"sec_b4ba276a-3e1a-4ffc-9c68-a10016907ad0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"SK hynix自身も2026年には「MemoryとLogicの統合」を強く打ち出し、Custom HBMを今後の重要な方向としている。(SK hynix Newsroom)","quote_start":0,"quote_end":87,"text_sha256":"c0f86f61dc2a733ea829052d93b1e45c94dcd728965192dd3e501893a160ab5c","block_sha256":"c0f86f61dc2a733ea829052d93b1e45c94dcd728965192dd3e501893a160ab5c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_6586c13f-6e57-4ce6-9a30-0e030eb4609f"},{"id":"occ_0efa0fb16e2df44312692891","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_66b1d410-b629-414f-bd26-5f7af59fe0c6","section_id":"sec_d5edbb43-1142-456a-bf7f-fe3da59ba3af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"ここには、HBMそのものが、","quote_start":0,"quote_end":14,"text_sha256":"1d50222f4f9e1402acf3511444dc2060078993e8d1fd8156e46f5db4b43fd2c1","block_sha256":"1d50222f4f9e1402acf3511444dc2060078993e8d1fd8156e46f5db4b43fd2c1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_66b1d410-b629-414f-bd26-5f7af59fe0c6"},{"id":"occ_e9aa25b7aa40401b07f12337","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_6e82ab62-376e-4810-9f7e-ef6ebfd6c871","section_id":"sec_0b6b7b5c-660c-4a39-900f-380f5f7450af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"これはHBM市場を見る際にはかなり重要な変化だと思う。","quote_start":0,"quote_end":27,"text_sha256":"4507849da00cf67909b63e3940c292693a48ce3566db3c81955008640addd5d8","block_sha256":"4507849da00cf67909b63e3940c292693a48ce3566db3c81955008640addd5d8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_6e82ab62-376e-4810-9f7e-ef6ebfd6c871"},{"id":"occ_ecfb10b898a7e7077fe3dd26","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_6ffeebc5-02cd-4438-bc9e-28c1d956b1f2","section_id":"sec_d5edbb43-1142-456a-bf7f-fe3da59ba3af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":107,"end":110,"exact":"HBM","quote":"して活用し、他の量産ラインからウェーハを受け取って一部の先端工程を処理する構想を検討している。主力候補は次世代HBM用2nm Base Dieで、2028年下期の開所を目標としているという。ただし設備の正式な購入注文（PO）はまだ先であり、用途や投資規模が変更される可能性も残っている。(ZDNet Korea)","quote_start":52,"quote_end":208,"text_sha256":"64d1f083ce89cab44896d713597a9d2a45437249f5a6f1f94a95fa7e1a085b95","block_sha256":"64d1f083ce89cab44896d713597a9d2a45437249f5a6f1f94a95fa7e1a085b95","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_6ffeebc5-02cd-4438-bc9e-28c1d956b1f2"},{"id":"occ_bf77cd4ecb4ba941aea4f208","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_70432d1a-34ac-4b0a-98ec-90ecfc0467b9","section_id":"sec_a4a0ebab-59e9-4e3f-83cb-fda6f7e8a522","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"そしてこの構造を考えると、今後HBM企業を評価する式も変わってくる。","quote_start":0,"quote_end":34,"text_sha256":"ff3a934ae9f453e321506465233d64d1d56670cd5c4f75df26ac786d9d88f20d","block_sha256":"ff3a934ae9f453e321506465233d64d1d56670cd5c4f75df26ac786d9d88f20d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_70432d1a-34ac-4b0a-98ec-90ecfc0467b9"},{"id":"occ_c4208a7e0880ae8dbfdbc835","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_77845371-7caa-41b9-80c4-f1596b6b3549","section_id":"sec_0b6b7b5c-660c-4a39-900f-380f5f7450af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"Samsungは2026年Q2決算で、Foundry事業の業績改善要因としてHBM Base Die需要を明確に挙げている。","quote_start":0,"quote_end":62,"text_sha256":"75832d7f913fa3d115b113f0ae53e33c72b2272225af3e3d04ea0943a9490de2","block_sha256":"75832d7f913fa3d115b113f0ae53e33c72b2272225af3e3d04ea0943a9490de2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_77845371-7caa-41b9-80c4-f1596b6b3549"},{"id":"occ_2e2bdb7839af70678d15ae74","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_79abd536-3315-41c2-b28f-d3b3635fa7f0","section_id":"sec_a5698d67-943b-4017-9a3a-689ca10821aa","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM台数ではなくBase Die面積・Process・Yieldを見る。発表された最大性能や市場規模だけでなく、実装、量産、運用が同じ速度で前進しているかを確かめたいからです。","quote_start":0,"quote_end":89,"text_sha256":"b926c9c8ab321e9e9efceaaf69ee49f5470d651242c6617842f9aabb896779bc","block_sha256":"b926c9c8ab321e9e9efceaaf69ee49f5470d651242c6617842f9aabb896779bc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_79abd536-3315-41c2-b28f-d3b3635fa7f0"},{"id":"occ_bd3844d87456a6c95d3d41df","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_7bce4565-80d2-4f5b-979b-11aafb73cf5e","section_id":"sec_3c0e653f-703f-4f88-bd03-58f1bb21d7ce","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMスタック1個につき1枚しか必要ない。","quote_start":0,"quote_end":21,"text_sha256":"d494dd9ee274f5f005d1a369766d62e7524524440d73f31912cbcd1f63dce5ea","block_sha256":"d494dd9ee274f5f005d1a369766d62e7524524440d73f31912cbcd1f63dce5ea","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_7bce4565-80d2-4f5b-979b-11aafb73cf5e"},{"id":"occ_0c0b103a067c3345d4f0f61e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_7c91afe9-c11c-4db5-9583-725ad02209ca","section_id":"sec_a873d22e-c226-46c0-bd6c-ae4e081759b3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"Google Ironwoodは1 chip当たり192GB HBM、約7.37TB/sを搭載する。Googleはstack数を公表していないため、仮に8 stacksと置けば100万TPUで約1.6k WSPMとなる。(Google Cloud Documentat","quote_start":0,"quote_end":134,"text_sha256":"349c9295865a1cb2710f30af587cfc4eab7e3ca19d06bb4a5650f7f10d406d4d","block_sha256":"349c9295865a1cb2710f30af587cfc4eab7e3ca19d06bb4a5650f7f10d406d4d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_7c91afe9-c11c-4db5-9583-725ad02209ca"},{"id":"occ_2d25badbb82478a4e9147282","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_85e35446-fc78-4e6c-9e5c-a7c25f44a7a7","section_id":"sec_a5698d67-943b-4017-9a3a-689ca10821aa","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"Base Dieが使う先端ウェハの絶対量が小さくても、HBM出荷全体の同期点になれば影響は大きい。ボトルネックは量ではなく依存関係の中心に移ります。","quote_start":0,"quote_end":74,"text_sha256":"8a8a7b8dfd96c112dc0a27f9c8d948fdd79d4604c2dc1a3301b889773737ed51","block_sha256":"8a8a7b8dfd96c112dc0a27f9c8d948fdd79d4604c2dc1a3301b889773737ed51","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_85e35446-fc78-4e6c-9e5c-a7c25f44a7a7"},{"id":"occ_adcb6950c00ccbbb15027eae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_8a5b852f-9e34-4824-ac6d-2679d26eb6f3","section_id":"sec_ead5c985-9603-4c77-ad20-93b8f055344f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"1 GPU＝8 HBM stacks","quote_start":0,"quote_end":18,"text_sha256":"8a1bd17a3bafa6d5150235c15333742b025d0fe975fac88030091fa1b508d873","block_sha256":"8a1bd17a3bafa6d5150235c15333742b025d0fe975fac88030091fa1b508d873","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_8a5b852f-9e34-4824-ac6d-2679d26eb6f3"},{"id":"occ_89e761c5e44675b84090e726","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_8f7d14fc-f14e-4f0a-be9e-182bfd5355d2","section_id":"sec_a0bb87f1-4162-464c-9eb5-9fba67fb2417","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM4","quote":"現在のHBM4についてMicronは、","quote_start":0,"quote_end":19,"text_sha256":"91ba8aa40d5820a794765f9bc943428d030b2727a1919a8d4278e5a03f333d53","block_sha256":"91ba8aa40d5820a794765f9bc943428d030b2727a1919a8d4278e5a03f333d53","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_8f7d14fc-f14e-4f0a-be9e-182bfd5355d2"},{"id":"occ_b6fc6ff3cd9fb224b9b3f8ba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_93775a0f-3a42-4f13-858c-2c7cd9fb0ad8","section_id":"sec_4cf5e30b-961c-486f-ac06-7382d8edeaf3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"わずか1個のHBMスタックから毎秒3TBを超えるデータを出し入れする。","quote_start":0,"quote_end":35,"text_sha256":"ddb7e90a356aed8ff35ae76491207a9962d00fe88684bcefdd0bb86d1bffdc40","block_sha256":"ddb7e90a356aed8ff35ae76491207a9962d00fe88684bcefdd0bb86d1bffdc40","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_93775a0f-3a42-4f13-858c-2c7cd9fb0ad8"},{"id":"occ_edbe73061081aade342b725c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_94e6e21c-f21d-4ac8-b799-376e9651e4c5","section_id":"sec_452c4327-6d99-46e7-bc78-b147d158b902","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"このモデルならHBM Base Dieは世界の2nm級capacity全体の、","quote_start":0,"quote_end":39,"text_sha256":"1fce8f0c381d6e472942589eb414f819f0318896637e15aa217d6baeb135209d","block_sha256":"1fce8f0c381d6e472942589eb414f819f0318896637e15aa217d6baeb135209d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_94e6e21c-f21d-4ac8-b799-376e9651e4c5"},{"id":"occ_a2356ee54eeb24b491a5a589","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_9966f025-4921-403a-9ed6-f3d14a365c08","section_id":"sec_e2c8646f-ff5a-4107-ae58-6008fbc44723","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMスタック1個＝Base Die 1枚なので、年間HBM stack数から必要WSPMを逆算できる。","quote_start":0,"quote_end":52,"text_sha256":"f360f67896be3e8313ce88bd99b209b4059865da8c0399f1b52fc8109a3a3652","block_sha256":"f360f67896be3e8313ce88bd99b209b4059865da8c0399f1b52fc8109a3a3652","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_9966f025-4921-403a-9ed6-f3d14a365c08"},{"id":"occ_1a8bad0bc693399d05ca92a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_998d4257-7c19-4d13-bfc7-6d07a7928759","section_id":"sec_a4a0ebab-59e9-4e3f-83cb-fda6f7e8a522","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"GPU、CPU、スマートフォンSoC、AI ASIC、Network Chip、HBM Base Die","quote_start":0,"quote_end":52,"text_sha256":"8cc3d07979c33035f2e4ac7b705f6a330cbd7843b1b09c08cf3f4cc4f4b88fd1","block_sha256":"8cc3d07979c33035f2e4ac7b705f6a330cbd7843b1b09c08cf3f4cc4f4b88fd1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_998d4257-7c19-4d13-bfc7-6d07a7928759"},{"id":"occ_ffe5b3c2fd91a603f5720986","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_9a490dd7-14f4-431d-b665-4ca0f22ef591","section_id":"sec_66a09680-4e3b-4ac1-9d28-af43a5d69289","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":8,"end":13,"exact":"HBM4E","quote":"Samsung HBM4Eも同じく1c DRAMと4nm Foundry Logic Base Dieを使用し、12Hiで48GB、14Gbpsを安定動作させ、16Gbpsまでの拡張を想定している。8Hi 32GB、16Hi ","quote_start":0,"quote_end":113,"text_sha256":"ddae888a0040a13356a0fa217a163b4ede1bc4dafe0d63dc4d3ae168ff94268c","block_sha256":"ddae888a0040a13356a0fa217a163b4ede1bc4dafe0d63dc4d3ae168ff94268c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_9a490dd7-14f4-431d-b665-4ca0f22ef591"},{"id":"occ_77baf4fab0423120f37a4ea6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_9e4155a8-526d-4ff9-ae28-42bf1b037c9b","section_id":"sec_f43168cd-b6e6-4837-a5e0-63f75b760cce","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":5,"end":9,"exact":"HBM4","quote":"TSMCはHBM4用Base DieにはN12、Custom HBM4EにはN3Pを利用する構想を公表している。TSMCはFoundry Logicを利用することによって1.5～2倍のエネルギー効率改善が可能になると説","quote_start":0,"quote_end":109,"text_sha256":"5e1a7b3d56eda1189c7fc4b2226378e59cc62537c955c068bb4e1ef2fd9a1c5c","block_sha256":"5e1a7b3d56eda1189c7fc4b2226378e59cc62537c955c068bb4e1ef2fd9a1c5c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_9e4155a8-526d-4ff9-ae28-42bf1b037c9b"},{"id":"occ_6d2b9fab5cd0fba6377fc18b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_a08b16a3-e980-41ae-a7fa-6d53186a8586","section_id":"sec_358638ae-5840-40d1-983d-2c989e346b94","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"「HBMのBase DieまでTSMCへ依存しない」","quote_start":0,"quote_end":26,"text_sha256":"709994a4790e8f51494654bb5f35bfa860bfa23ff4d76acf94ced826a1094faa","block_sha256":"709994a4790e8f51494654bb5f35bfa860bfa23ff4d76acf94ced826a1094faa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_a08b16a3-e980-41ae-a7fa-6d53186a8586"},{"id":"occ_a1de7e42cd2c100f1c4c6c9b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_a48794d5-3cb8-47a6-8ecb-a5244f11994a","section_id":"sec_21295a70-9c76-4365-af43-21129940a054","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"TrendForceは2027年のHBM bit shipmentを前年比50～60%増と予測しているが、それでも需要増加に追いつかないと見ている。(TrendForce)","quote_start":0,"quote_end":86,"text_sha256":"2a9990ff30c0d7ffa0aec4e0c8d0be2ff43983e82e476a8d65b514d4f9d9763b","block_sha256":"2a9990ff30c0d7ffa0aec4e0c8d0be2ff43983e82e476a8d65b514d4f9d9763b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_a48794d5-3cb8-47a6-8ecb-a5244f11994a"},{"id":"occ_54d4e1e7e743286cd4af96e8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_a49b4f25-c0a4-4ca3-9132-04082f98365a","section_id":"sec_b4ba276a-3e1a-4ffc-9c68-a10016907ad0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"2026年Q1時点のHBM市場シェアはSK hynixが約58%、SamsungとMicronがそれぞれ約21%だった。(Reuters)","quote_start":0,"quote_end":69,"text_sha256":"21fee87a348cc8b3c5b2b429bcb5229abf3f6cdff129d73caef5c2b7857b458c","block_sha256":"21fee87a348cc8b3c5b2b429bcb5229abf3f6cdff129d73caef5c2b7857b458c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_a49b4f25-c0a4-4ca3-9132-04082f98365a"},{"id":"occ_e7ba2f65d1af734357d05e1e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_a4c61998-ed83-4cdc-9da3-12ff2be7c41a","section_id":"sec_21295a70-9c76-4365-af43-21129940a054","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"さらにHBM向けウェーハ投入量がメモリ御三家のDRAM wafer inputに占める割合は、","quote_start":0,"quote_end":47,"text_sha256":"e741ff060d9586831fcd1103116ca28576af696ca813725ee15a82a42a3858a9","block_sha256":"e741ff060d9586831fcd1103116ca28576af696ca813725ee15a82a42a3858a9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_a4c61998-ed83-4cdc-9da3-12ff2be7c41a"},{"id":"occ_6893974791dd54ef5fcd919b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_a64ecb55-f61c-4d81-8b55-3d216d6a53e2","section_id":"sec_4da71ce8-6ddf-4113-b5e4-7c90107e4f7e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBM台数ではなくBase Die面積・Process・Yieldを見る\n- DRAM、Logic、BondingのCapacity rampを同期して追う\n- Custom HBMで増えるIPと設計固定費","quote_start":0,"quote_end":105,"text_sha256":"2b0bedc2606b53b23c600a202a3b2d5bea8e27383d0480b7ef9280310d58f5eb","block_sha256":"2b0bedc2606b53b23c600a202a3b2d5bea8e27383d0480b7ef9280310d58f5eb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_a64ecb55-f61c-4d81-8b55-3d216d6a53e2"},{"id":"occ_17a20725f6671f01bd55df14","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_aaabf768-13ee-46ba-b4b4-eec2d0777bb3","section_id":"sec_5809c49d-38c8-4493-9c1d-b121a9a93c7d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを8Hi化してDRAM不足を緩和すると、ボトルネックがFoundryやPackaging側へ移動していくのである。","quote_start":0,"quote_end":60,"text_sha256":"4060e5074d57b8add27d52df3137fb6b1f91b25ed561893f76d1ffe2b71782fa","block_sha256":"4060e5074d57b8add27d52df3137fb6b1f91b25ed561893f76d1ffe2b71782fa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_aaabf768-13ee-46ba-b4b4-eec2d0777bb3"},{"id":"occ_f2410733bfcbc860b708b420","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_aebdf7b5-ba6f-46d2-be7c-bfd3bce4440b","section_id":"sec_52df7249-e998-4cb1-a331-af5af26fa52c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM4","quote":"しかしHBM4以降は、","quote_start":0,"quote_end":11,"text_sha256":"9b3298af92f16ec96dfcdbcea2f751fd266443094fdd2c40307f49de17638aa2","block_sha256":"9b3298af92f16ec96dfcdbcea2f751fd266443094fdd2c40307f49de17638aa2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_aebdf7b5-ba6f-46d2-be7c-bfd3bce4440b"},{"id":"occ_d35fb0068ae51ec0f823fdfc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_b147dde2-4c04-4884-8c54-93932645b623","section_id":"sec_d5edbb43-1142-456a-bf7f-fe3da59ba3af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":76,"end":80,"exact":"HBM4","quote":"onはいずれも世界最先端のDRAMメーカーであり、EUV露光装置まで導入してDRAMを微細化している。それでもHBM4以降になると、TSMCやSamsung Foundryのような先端Logic Fabが必要になる。","quote_start":21,"quote_end":129,"text_sha256":"d165d0b6fc9bcd8d481194184fc4115e79184e3ef44dce4bbad365994ff9a21f","block_sha256":"d165d0b6fc9bcd8d481194184fc4115e79184e3ef44dce4bbad365994ff9a21f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_b147dde2-4c04-4884-8c54-93932645b623"},{"id":"occ_8851923214432c8d01c2cafb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_b159eb91-d2ac-40c2-b275-ca060b5a9c96","section_id":"sec_ba8e516b-af74-49aa-b851-851215927c64","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"かつてHBMは、","quote_start":0,"quote_end":8,"text_sha256":"b21a898d43cdfe4d179c1950ff7a9b4cbd773879e69fba9bed618cc36c5a4771","block_sha256":"b21a898d43cdfe4d179c1950ff7a9b4cbd773879e69fba9bed618cc36c5a4771","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_b159eb91-d2ac-40c2-b275-ca060b5a9c96"},{"id":"occ_ba15e9c83c816b1a41814ec4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_b1e96c4a-f1d5-446a-aa8d-90e372fe8512","section_id":"sec_ead5c985-9603-4c77-ad20-93b8f055344f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"HBM4","quote":"288GB HBM4、最大22TB/s","quote_start":0,"quote_end":19,"text_sha256":"d261231c11bad990d410196f9e12c24bd0cf0db47c1582c93b2b8d6b68532460","block_sha256":"d261231c11bad990d410196f9e12c24bd0cf0db47c1582c93b2b8d6b68532460","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_b1e96c4a-f1d5-446a-aa8d-90e372fe8512"},{"id":"occ_35a67cf97059b77d9517ce9b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_b42d5215-c097-494e-ae62-37457383e000","section_id":"sec_a4a0ebab-59e9-4e3f-83cb-fda6f7e8a522","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":7,"end":12,"exact":"HBM4E","quote":"MicronもHBM4EからTSMCとの関係を深める。","quote_start":0,"quote_end":27,"text_sha256":"5db38b58b674e5861ba328e0343955eefb78ad73513ffe91ec3c492ce7c6605c","block_sha256":"5db38b58b674e5861ba328e0343955eefb78ad73513ffe91ec3c492ce7c6605c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_b42d5215-c097-494e-ae62-37457383e000"},{"id":"occ_16146e0d4d2aca48565a6454","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_b4f646a5-ce9a-468e-9adc-90f9dc2d46fd","section_id":"sec_67b1d147-4e1d-4d6e-b107-3dbf06cf0bf0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"Samsungも既にHBM Base Die需要によってFoundry業績が改善しており、2nm HPC案件と4nm Base Dieの双方を拡大している。(Samsung Global Newsroom)","quote_start":0,"quote_end":103,"text_sha256":"8b1e4f7dc959c1f4bfb11e18250f8e4cd76dbf2fc765127153ecf0aa53e75756","block_sha256":"8b1e4f7dc959c1f4bfb11e18250f8e4cd76dbf2fc765127153ecf0aa53e75756","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_b4f646a5-ce9a-468e-9adc-90f9dc2d46fd"},{"id":"occ_bf23e1542a1539894bf2b36c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_b97004f0-840a-4acb-adf2-d7032d40f290","section_id":"sec_a873d22e-c226-46c0-bd6c-ae4e081759b3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":67,"end":72,"exact":"HBM4E","quote":"ium、Microsoft Maia、Meta、Broadcom系Custom ASICなどを加えていっても、HBM4E～HBM5 Base Dieの世界需要は、","quote_start":12,"quote_end":93,"text_sha256":"d7d000bf867d570643977d5ae7ab87b9544224dbe6ed308074cc40930bf9b0a3","block_sha256":"d7d000bf867d570643977d5ae7ab87b9544224dbe6ed308074cc40930bf9b0a3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_b97004f0-840a-4acb-adf2-d7032d40f290"},{"id":"occ_bd536cfe781ad6235a118586","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_bdc7b08b-e203-4c2d-a388-e092055e4c6b","section_id":"sec_52df7249-e998-4cb1-a331-af5af26fa52c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM＝SK hynix/Samsung/MicronのDRAM capacity","quote_start":0,"quote_end":41,"text_sha256":"09cedee454a1a7c1ba8f8abe4fad67307f20a195f7ef2d9fec0198e3ee5aed70","block_sha256":"09cedee454a1a7c1ba8f8abe4fad67307f20a195f7ef2d9fec0198e3ee5aed70","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_bdc7b08b-e203-4c2d-a388-e092055e4c6b"},{"id":"occ_4bbcfeb811123cbd170e4f9c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_beb00c27-f3f2-47fd-b16f-bde046e47aaf","section_id":"sec_a0bb87f1-4162-464c-9eb5-9fba67fb2417","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの競争はもはや、","quote_start":0,"quote_end":11,"text_sha256":"b009799674cd55443c10b745f7899170e0d4ae6e1cc937fecd8049ab2f2d6508","block_sha256":"b009799674cd55443c10b745f7899170e0d4ae6e1cc937fecd8049ab2f2d6508","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_beb00c27-f3f2-47fd-b16f-bde046e47aaf"},{"id":"occ_19a62cdb2a3f68121b7ce07c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_c03f3c7d-0ccb-4946-b15d-801a4cdd55e0","section_id":"sec_21295a70-9c76-4365-af43-21129940a054","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの供給問題がなくなるのではない。","quote_start":0,"quote_end":19,"text_sha256":"f3c583495e96d2dda3ec9cb22bf6659618264d614481bf99446139e0197c4816","block_sha256":"f3c583495e96d2dda3ec9cb22bf6659618264d614481bf99446139e0197c4816","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_c03f3c7d-0ccb-4946-b15d-801a4cdd55e0"},{"id":"occ_8fecb98cd4a132ba72be2f3b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_c1b59c9d-54f3-4bee-8704-0a3b8e8ae52e","section_id":"sec_a0bb87f1-4162-464c-9eb5-9fba67fb2417","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":3,"end":8,"exact":"HBM4E","quote":"しかしHBM4Eでは方針が変わる。","quote_start":0,"quote_end":17,"text_sha256":"3ae339e9bbca1f852f53da3c8423e0fbcfcf655f17aa3384c941b84af9259d7a","block_sha256":"3ae339e9bbca1f852f53da3c8423e0fbcfcf655f17aa3384c941b84af9259d7a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_c1b59c9d-54f3-4bee-8704-0a3b8e8ae52e"},{"id":"occ_6ae84923a9a0b17f82e1602a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_c460ade6-5275-4955-960a-613fbf2e4715","section_id":"sec_bda9d444-5c2a-4693-8dd4-1163b0f3b3a9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"## 1．そもそもHBMは「DRAMを積んだだけ」ではない","quote_start":0,"quote_end":29,"text_sha256":"fe7a91924b2f5ba9eddcf9eaf8cc2354f44d010ec52626c4078ff2ff25cc23dc","block_sha256":"fe7a91924b2f5ba9eddcf9eaf8cc2354f44d010ec52626c4078ff2ff25cc23dc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_c460ade6-5275-4955-960a-613fbf2e4715"},{"id":"occ_22b264b5ea94d83a24912022","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_c4adbc2b-1720-459e-851f-e0ba021468f1","section_id":"sec_f43168cd-b6e6-4837-a5e0-63f75b760cce","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"Custom HBMでは3nm級を積極的に使う","quote_start":0,"quote_end":23,"text_sha256":"7d6135ddb815360bf02373fab6ed77ee1fdf42cea5f707b9adf116e93c0001df","block_sha256":"7d6135ddb815360bf02373fab6ed77ee1fdf42cea5f707b9adf116e93c0001df","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_c4adbc2b-1720-459e-851f-e0ba021468f1"},{"id":"occ_10caab6ea1ebea43833e7815","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_c76d5d7a-5f6f-4ec5-9fa1-463d55affe48","section_id":"sec_0b6b7b5c-660c-4a39-900f-380f5f7450af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMがSamsung Memoryの売上を増やすだけでなく、Samsung Foundryの稼働率まで押し上げ始めている","quote_start":0,"quote_end":61,"text_sha256":"c1391f3c0ff285c8145f2fd2bbefb7afb25d643cc94de43649df4c5b6739c431","block_sha256":"c1391f3c0ff285c8145f2fd2bbefb7afb25d643cc94de43649df4c5b6739c431","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_c76d5d7a-5f6f-4ec5-9fa1-463d55affe48"},{"id":"occ_97fa446f4e5825dde7083948","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_c923fc5c-343f-419b-bb56-ce017ded6fc9","section_id":"sec_e2c8646f-ff5a-4107-ae58-6008fbc44723","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"## 11．年間1億個のHBMでも、必要なFoundry能力は意外に小さい","quote_start":0,"quote_end":37,"text_sha256":"2ccc003bd11a8d1ed531ead5f434d0985f7954c334cbac76d7977849910a33bf","block_sha256":"2ccc003bd11a8d1ed531ead5f434d0985f7954c334cbac76d7977849910a33bf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_c923fc5c-343f-419b-bb56-ce017ded6fc9"},{"id":"occ_f38c328a6eeec28030de8a47","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_ca3775a0-328e-44e5-aa8b-54e0b207bdd4","section_id":"sec_43224412-8fa1-47c5-9f0f-491408e3f161","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"先ほどの計算通り、120mm²程度のBase Dieなら、年間1億2,000万HBM stackでも約2.4～2.7万WSPM程度で生産できる。","quote_start":0,"quote_end":72,"text_sha256":"49d2a318475fb54c7670ba73b7ea0c893988069dee00fffc43d4635e5404e0cd","block_sha256":"49d2a318475fb54c7670ba73b7ea0c893988069dee00fffc43d4635e5404e0cd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_ca3775a0-328e-44e5-aa8b-54e0b207bdd4"},{"id":"occ_89ba5dada01f36bce9ee96b2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_cdbe7650-e830-43a2-b435-3f0a9b258e43","section_id":"sec_b4ba276a-3e1a-4ffc-9c68-a10016907ad0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM最大手のSK hynixでは構造が異なる。","quote_start":0,"quote_end":24,"text_sha256":"4223fbecb48bf2eef1e9ca7be17fa1e294003b91b869c384e3aaa0bed34cafaf","block_sha256":"4223fbecb48bf2eef1e9ca7be17fa1e294003b91b869c384e3aaa0bed34cafaf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_cdbe7650-e830-43a2-b435-3f0a9b258e43"},{"id":"occ_77ab854e44d9a01b2d7845eb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_d1f02871-a58d-4490-bbab-49f350792433","section_id":"sec_4cf5e30b-961c-486f-ac06-7382d8edeaf3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":10,"end":15,"exact":"HBM4E","quote":"実際SamsungはHBM4Eで、Base Die内のDie-to-Die PHYを主要な発熱源の一つとして挙げ、熱を逃がす「HPB（Heat Path Block）」まで検証している。(Samsung Semiconductor","quote_start":0,"quote_end":115,"text_sha256":"98a9437139d576e192c34eb00d64cb2863e0f1a746fe4a1f1969b837d5e83c8b","block_sha256":"98a9437139d576e192c34eb00d64cb2863e0f1a746fe4a1f1969b837d5e83c8b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_d1f02871-a58d-4490-bbab-49f350792433"},{"id":"occ_866eba6e9b11806b907ce9c4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_d22eb457-fd86-4c26-a7df-290b22da2696","section_id":"sec_452c4327-6d99-46e7-bc78-b147d158b902","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":60,"end":63,"exact":"HBM","quote":"の公表capacityではなく、スマートフォン、AI accelerator、CPU、Custom ASIC、HBMを重ねた筆者推計である。","quote_start":5,"quote_end":75,"text_sha256":"85b6f33f098cccdc60db6df8d3d3797bfbf48457604a5307ec4a2b9c15a6a3cb","block_sha256":"85b6f33f098cccdc60db6df8d3d3797bfbf48457604a5307ec4a2b9c15a6a3cb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_d22eb457-fd86-4c26-a7df-290b22da2696"},{"id":"occ_961eab3456b124ae9fd276fc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_d579295b-592a-4acb-8330-381a1fdaee8e","section_id":"sec_5a219c5e-9072-4c31-bc0e-b73b267c4563","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"NVIDIAなど向けHBMの2nm Logic Base Die","quote_start":0,"quote_end":32,"text_sha256":"74ec6930ec06c24f4fe8e120c3a2ba378d1518cca7ccce7b6864b739b26df639","block_sha256":"74ec6930ec06c24f4fe8e120c3a2ba378d1518cca7ccce7b6864b739b26df639","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_d579295b-592a-4acb-8330-381a1fdaee8e"},{"id":"occ_ec29e359aa52beeba955f8f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_d594dbe6-e126-4c96-918e-60ce60abaab1","section_id":"sec_ba8e516b-af74-49aa-b851-851215927c64","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4E"],"evidence":{"text_basis":"markdown","start":46,"end":51,"exact":"HBM4E","quote":"SK hynixがTSMCとの協業で「MemoryとLogicの統合」を掲げ、MicronがHBM4E Base DieをTSMCへ出し、Samsungが2nm Foundry能力をHBMのために追加しようとしている。","quote_start":0,"quote_end":109,"text_sha256":"605dcfa917eb40aabb4a166dc17b7c3ba6f8764aa9ae92938a996d50f7e25e59","block_sha256":"605dcfa917eb40aabb4a166dc17b7c3ba6f8764aa9ae92938a996d50f7e25e59","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_d594dbe6-e126-4c96-918e-60ce60abaab1"},{"id":"occ_9597e86e4fef067d8b09c55c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_d82df369-9a60-4244-8f83-86ecdf25baed","section_id":"sec_a873d22e-c226-46c0-bd6c-ae4e081759b3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"HBM4","quote":"432GB HBM4、12 stacks、23.3TB/s","quote_start":0,"quote_end":29,"text_sha256":"f7290d871dc4039af6a13f178ac9052568e7b9cd24f875fc8773012a17b58348","block_sha256":"f7290d871dc4039af6a13f178ac9052568e7b9cd24f875fc8773012a17b58348","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_d82df369-9a60-4244-8f83-86ecdf25baed"},{"id":"occ_6fdcdc1301d3bb0207ba527d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_dd218aeb-eeb3-4e6d-8692-d88620ecfd12","section_id":"sec_5809c49d-38c8-4493-9c1d-b121a9a93c7d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":25,"end":30,"exact":"HBM4E","quote":"背景には2027年のDRAM供給不足と、12Hi HBM4Eの検証・量産歩留まりに関する不確実性がある。最終仕様はまだ決まっていない。(TrendForce)","quote_start":0,"quote_end":79,"text_sha256":"3b3187a6a8774d6caf7c9d55d0bc6ba72ca504f2bbd5fd57f803895e26b113f2","block_sha256":"3b3187a6a8774d6caf7c9d55d0bc6ba72ca504f2bbd5fd57f803895e26b113f2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_dd218aeb-eeb3-4e6d-8692-d88620ecfd12"},{"id":"occ_1a278061185780247ba75ccd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_df267adc-6ca1-4d36-8a54-a4b04b1880a9","section_id":"sec_ba8e516b-af74-49aa-b851-851215927c64","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMがメモリ製品からSystem Semiconductorへ近づいているのである。","quote_start":0,"quote_end":43,"text_sha256":"b206f2606b5fc108705e792ad9b8fadb1f0580774812cb14ec10798ec00a2c10","block_sha256":"b206f2606b5fc108705e792ad9b8fadb1f0580774812cb14ec10798ec00a2c10","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_df267adc-6ca1-4d36-8a54-a4b04b1880a9"},{"id":"occ_87903fbe90a13a0439027da8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_df822be6-765f-4f19-8b98-135f446de6b9","section_id":"sec_a873d22e-c226-46c0-bd6c-ae4e081759b3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"## 13．AMDはHBMをさらに多く使う","quote_start":0,"quote_end":21,"text_sha256":"2e45b3aac4c72605acb56bd683803e6638b1ee94900d3488692f0b013a309c19","block_sha256":"2e45b3aac4c72605acb56bd683803e6638b1ee94900d3488692f0b013a309c19","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_df822be6-765f-4f19-8b98-135f446de6b9"},{"id":"occ_e62cfdfb1af8241c3df4cc98","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_e45cbf21-0a84-4051-9604-0b05adc7854a","section_id":"sec_e2c8646f-ff5a-4107-ae58-6008fbc44723","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"「HBM Base DieだけでTSMCやSamsungの2nm Fabを全部使い切る」","quote_start":0,"quote_end":44,"text_sha256":"90b7870886c275b5e2e7ee75b8c6d1fbf13cccfed8088dccf53f793e59884844","block_sha256":"90b7870886c275b5e2e7ee75b8c6d1fbf13cccfed8088dccf53f793e59884844","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_e45cbf21-0a84-4051-9604-0b05adc7854a"},{"id":"occ_8d0708cb1495024e832919b9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_e5b6d8ed-30d6-4dd1-989a-f376959a9e95","section_id":"sec_3549305c-10cc-4844-a263-1849e4843068","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"HBM5・Custom HBM・Rubin Ultra後期～さらにその先","quote_start":0,"quote_end":36,"text_sha256":"2d0d951060eb1986f52ea2ae6882e2c4c4ecb2fa38944e8676434d80627896b0","block_sha256":"2d0d951060eb1986f52ea2ae6882e2c4c4ecb2fa38944e8676434d80627896b0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_e5b6d8ed-30d6-4dd1-989a-f376959a9e95"},{"id":"occ_3cb0c3aa3c2a1103098af0ac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_eabd4dec-a33e-4cbf-820c-71c5dc7cb63f","section_id":"sec_5809c49d-38c8-4493-9c1d-b121a9a93c7d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":54,"end":59,"exact":"HBM4E","quote":"TrendForceによればNVIDIAは2026年Q3からRubin Ultraについて、当初の12Hi HBM4Eだけでなく、","quote_start":0,"quote_end":65,"text_sha256":"3864bb96dd7c37bee889a398160a2943f109af67afb5edb773150efbba5744c2","block_sha256":"3864bb96dd7c37bee889a398160a2943f109af67afb5edb773150efbba5744c2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_eabd4dec-a33e-4cbf-820c-71c5dc7cb63f"},{"id":"occ_097d59c8aae18f4b6cd0cfb6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_f1882c89-ddfe-40fb-93d2-1919574353ff","section_id":"sec_d5edbb43-1142-456a-bf7f-fe3da59ba3af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはHigh Bandwidth Memory、つまり「メモリ」である。","quote_start":0,"quote_end":38,"text_sha256":"248044952acced03edd1d49703fa7135ce78943453a49fb052782d203d2db18c","block_sha256":"248044952acced03edd1d49703fa7135ce78943453a49fb052782d203d2db18c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_f1882c89-ddfe-40fb-93d2-1919574353ff"},{"id":"occ_c287f015883978ea1cd72d2c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_f43fa55c-60b8-430a-b574-e3766302a75e","section_id":"sec_4abb962c-1317-45c0-8e8d-601bb3a14172","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":33,"end":37,"exact":"HBM4","quote":"だから世界最高水準のDRAM Fabを持つSK hynixでさえ、HBM4からはTSMCを利用する。","quote_start":0,"quote_end":50,"text_sha256":"568edecdc12e665c796a87ed4399a6f6ef0d8abe4902bb91d960f14156a68069","block_sha256":"568edecdc12e665c796a87ed4399a6f6ef0d8abe4902bb91d960f14156a68069","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_f43fa55c-60b8-430a-b574-e3766302a75e"},{"id":"occ_728721d0c090fe9f75408a90","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_f702e7ae-9902-48f5-a343-21ccdc502431","section_id":"sec_4abb962c-1317-45c0-8e8d-601bb3a14172","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":9,"end":14,"exact":"HBM3E","quote":"SK hynixはHBM3EまではBase Dieを自社技術で製造していたが、HBM4からはTSMCのadvanced logic processを採用すると公式に説明している。(SK hynix Newsroom)","quote_start":0,"quote_end":108,"text_sha256":"920dfef90dd471224e31c64186cf5c3d201c84e73a3ef9589d9b4dd49d406385","block_sha256":"920dfef90dd471224e31c64186cf5c3d201c84e73a3ef9589d9b4dd49d406385","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_f702e7ae-9902-48f5-a343-21ccdc502431"},{"id":"occ_f4b2f0b860861fe641facf68","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_f89c7da6-2947-4041-9b3b-d92f9e8637d2","section_id":"sec_ba8e516b-af74-49aa-b851-851215927c64","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM4","quote":"しかしHBM4、HBM4E、Custom HBM、HBM5へ進むにつれて、","quote_start":0,"quote_end":37,"text_sha256":"778118bb386b46b04e5ccfec65bad0306ad2b6bd094824d787d30ad00d8b77e7","block_sha256":"778118bb386b46b04e5ccfec65bad0306ad2b6bd094824d787d30ad00d8b77e7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_f89c7da6-2947-4041-9b3b-d92f9e8637d2"},{"id":"occ_7d12f7570fe05aaf0dd63f81","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_fc5fe82c-bd19-4d8d-8b7f-85292561c172","section_id":"sec_b4ba276a-3e1a-4ffc-9c68-a10016907ad0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":9,"end":14,"exact":"HBM3E","quote":"SK hynixはHBM3Eまでは独自技術でBase Dieを製造してきた。","quote_start":0,"quote_end":38,"text_sha256":"091d22791292cf406080d20cc42f138afe351c89b1f5848b18b33b1827208cd0","block_sha256":"091d22791292cf406080d20cc42f138afe351c89b1f5848b18b33b1827208cd0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_fc5fe82c-bd19-4d8d-8b7f-85292561c172"},{"id":"occ_bc4cb37136c7b298d0dbae71","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_fe187b32-66a0-4b38-8fe3-947ae7483697","section_id":"sec_4cf5e30b-961c-486f-ac06-7382d8edeaf3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":30,"end":34,"exact":"HBM4","quote":"Logic Base Dieの重要性が急上昇した大きな理由がHBM4だ。","quote_start":0,"quote_end":36,"text_sha256":"f14946af818409cd228f3fb6fa2d29dfad7387e8a13db0b62b7578e449f5e5d2","block_sha256":"f14946af818409cd228f3fb6fa2d29dfad7387e8a13db0b62b7578e449f5e5d2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_fe187b32-66a0-4b38-8fe3-947ae7483697"},{"id":"occ_a7d055e0a7c41bbad386aeee","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482","block_id":"blk_fe398500-cc98-4dd6-8d90-54e2e4c73e75","section_id":"sec_e699355d-20b2-410b-9ffe-45030b7471dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"今後HBM供給を追う際には、DRAM wafer capacityだけでは不十分になる。","quote_start":0,"quote_end":44,"text_sha256":"8922f96ffbe67cb43d145bdb1d27e40e1723eae1ddf40d4440d5aaf38a66fed7","block_sha256":"8922f96ffbe67cb43d145bdb1d27e40e1723eae1ddf40d4440d5aaf38a66fed7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9/#blk_fe398500-cc98-4dd6-8d90-54e2e4c73e75"},{"id":"occ_43e9e27421b9e0c707abcd01","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_120b7405-aefc-4d5d-a68b-9713613e3e1f","work_id":"wrk_91a0ac80-8870-4ec9-b8a6-4081acad5334","block_id":"blk_0fbdd02e-238a-40f7-a66b-e4966beeaf20","section_id":"sec_3886953f-b1b5-42de-8538-f26b912220ac","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":99,"end":102,"exact":"HBM","quote":"クラスタ |\n| Cisco | NVIDIA・Broadcom・Arista |\n| DRAM・CPU | HBM・GPU・ASIC |\n| Sun・Oracle | AIクラウド・データ基盤 |\n| WorldCom・Global Crossing | GPUクラウド・AIDC事業者 |\n| Yahoo!・AO","quote_start":44,"quote_end":202,"text_sha256":"a560202eabd14b445a971c345ad1cae80eb096a5054fa45474a4b4c541a64253","block_sha256":"a560202eabd14b445a971c345ad1cae80eb096a5054fa45474a4b4c541a64253","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_120b7405-aefc-4d5d-a68b-9713613e3e1f/#blk_0fbdd02e-238a-40f7-a66b-e4966beeaf20"},{"id":"occ_0d6d39b92c21e47282574b65","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_02255d65-10e4-442e-9cb8-3d01a387febe","section_id":"sec_53230b26-adc5-4603-9ae4-5b1ea3d149d9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"Samsungは、HBMでもファウンドリでも、最初から技術で遅れていたわけではない。","quote_start":0,"quote_end":42,"text_sha256":"8bef8fd5dce48983d2ee255603763042bde43c0bed37163dfb85ae02a5dfcd78","block_sha256":"8bef8fd5dce48983d2ee255603763042bde43c0bed37163dfb85ae02a5dfcd78","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_02255d65-10e4-442e-9cb8-3d01a387febe"},{"id":"occ_6761930366d342c32d8ddc9f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_084e6029-408d-4378-bda8-79ef301f69ea","section_id":"sec_236c19b4-a544-4136-8298-87a28d98969a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":13,"end":18,"exact":"HBM3E","quote":"2023年に24GB・8層HBM3Eをサンプル出荷し、2024年にはNVIDIA H200向けの量産へ入った。Micronの公式年表も、1.2TB毎秒を超える帯域と先端1βプロセスを強調している。","quote_start":0,"quote_end":98,"text_sha256":"e75be3ece563a2878b172259bd3d2354dff9adc090f1197db0b43383f1e35f65","block_sha256":"e75be3ece563a2878b172259bd3d2354dff9adc090f1197db0b43383f1e35f65","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_084e6029-408d-4378-bda8-79ef301f69ea"},{"id":"occ_84db6146b2fe2d494768c57d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_0b2b97f3-5a5c-481e-9e13-ac130718b65e","section_id":"sec_6e610581-bb89-4535-934b-d80b80b365d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"SamsungのHBMでの失敗は、「未来が見えなかった」という単純な失敗ではない。","quote_start":0,"quote_end":41,"text_sha256":"4f2181ef71cc41333108c7b30faa0ad5d71fefb646f0d6613506b6331f424078","block_sha256":"4f2181ef71cc41333108c7b30faa0ad5d71fefb646f0d6613506b6331f424078","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_0b2b97f3-5a5c-481e-9e13-ac130718b65e"},{"id":"occ_3c6308254436901a299be02e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_0d49217c-a2d5-4d77-bcc3-6f20f30a4392","section_id":"sec_8f91fa34-4cef-4a6d-89bc-36305aa37dc0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"それでもHBM開発を止めなかった。","quote_start":0,"quote_end":17,"text_sha256":"03a069242c4868799c296e1aeecde31c206b2bc455d66d3cd3232511fd6bd552","block_sha256":"03a069242c4868799c296e1aeecde31c206b2bc455d66d3cd3232511fd6bd552","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_0d49217c-a2d5-4d77-bcc3-6f20f30a4392"},{"id":"occ_aa8c286814ae37eaea776d2d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_195c0f45-ec3c-441e-a119-78e863223acc","section_id":"sec_68e5d326-66a7-4518-8688-d18a35a98a5b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBM専任組織\n- 顧客別共同開発\n- 熱・電力最適化\n- 先端パッケージ\n- ファウンドリとの統合","quote_start":0,"quote_end":52,"text_sha256":"571ce559225daa2b8c88b006d522625fb8e21027fc02ec92e38a99dee50e9992","block_sha256":"571ce559225daa2b8c88b006d522625fb8e21027fc02ec92e38a99dee50e9992","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_195c0f45-ec3c-441e-a119-78e863223acc"},{"id":"occ_7f24506a3af8c67cd4284548","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_1a3453fa-3a21-441d-b4d6-c68891ee9a12","section_id":"sec_68e5d326-66a7-4518-8688-d18a35a98a5b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"- どの演算形式を使うか\n- GPU一基に必要な帯域\n- HBMの容量と速度\n- GPU間の通信方式\n- ラック内のネットワーク\n- 冷却方式\n- 電力構成\n- サーバーの参照設計\n- ソフトウェア環境","quote_start":0,"quote_end":101,"text_sha256":"c637e9abd94b7c116304dad2ff0d87eb00cbfdc76519790823a56a128701f057","block_sha256":"c637e9abd94b7c116304dad2ff0d87eb00cbfdc76519790823a56a128701f057","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_1a3453fa-3a21-441d-b4d6-c68891ee9a12"},{"id":"occ_c677f9254b7d98141f697aba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_1ba05b71-206e-44fc-a1d8-268d50e3028d","section_id":"sec_8f91fa34-4cef-4a6d-89bc-36305aa37dc0","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM2"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"SK hynixは初代HBMで先行したが、HBM2ではSamsungに追い抜かれた。","quote_start":0,"quote_end":42,"text_sha256":"b1dd28e065be4c190902b09adc33b6a3273ebb210582ccfa3fd2f0f281d0cab2","block_sha256":"b1dd28e065be4c190902b09adc33b6a3273ebb210582ccfa3fd2f0f281d0cab2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_1ba05b71-206e-44fc-a1d8-268d50e3028d"},{"id":"occ_58f11a4925d9098e21f5d1e4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_215f7089-3e18-41ac-9696-9a00c2b2c942","section_id":"sec_1e4f906a-a549-4138-99c9-4ffa8f37214a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"1. HBMを汎用品ではなく顧客別製品として扱う\n2. NVIDIA、AMD、Google、Broadcomなどと早期共同設計する\n3. メモリ、ファウンドリ、ベースダイ、パッケージを統合する\n4. ファウンドリ","quote_start":0,"quote_end":106,"text_sha256":"5ab81dcef224d76b8325c7c713eef7d79c40cbcd9887a07748c22a862e511754","block_sha256":"5ab81dcef224d76b8325c7c713eef7d79c40cbcd9887a07748c22a862e511754","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_215f7089-3e18-41ac-9696-9a00c2b2c942"},{"id":"occ_855d0e74d6f476feb0848b63","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_274c4add-6070-4fd5-b6d7-9445a9e0af07","section_id":"sec_6e610581-bb89-4535-934b-d80b80b365d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM2"],"evidence":{"text_basis":"markdown","start":21,"end":25,"exact":"HBM2","quote":"NVIDIAは、900GB毎秒の帯域を持つHBM2がSamsungとの共同開発によるものであり、Voltaの巨大な演算性能を支えるために不可欠だったと明記している。","quote_start":0,"quote_end":82,"text_sha256":"b7ce9e94d404a6e46b5ff039034c00f564886a450dca988252fbe5c3864959b5","block_sha256":"b7ce9e94d404a6e46b5ff039034c00f564886a450dca988252fbe5c3864959b5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_274c4add-6070-4fd5-b6d7-9445a9e0af07"},{"id":"occ_6e987762f7d94646eca06a6a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_2b705b71-0a87-4fc4-b3aa-3305f4f3d49d","section_id":"sec_68e5d326-66a7-4518-8688-d18a35a98a5b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":32,"end":37,"exact":"HBM3E","quote":"Micronは遅れたが、NVIDIAとのロードマップを一致させ、HBM3EとHBM4で中枢へ戻った。","quote_start":0,"quote_end":50,"text_sha256":"b86b37029135e177128053cff248a9b36013da939c1e0ab1ecaa8a92b81a3123","block_sha256":"b86b37029135e177128053cff248a9b36013da939c1e0ab1ecaa8a92b81a3123","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_2b705b71-0a87-4fc4-b3aa-3305f4f3d49d"},{"id":"occ_d218de8c79331b7c015b82b2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_31c2a520-1d1c-41f8-b6ca-dae3563e0b5d","section_id":"sec_6e610581-bb89-4535-934b-d80b80b365d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"SamsungはHBM技術で遅れていなかった。","quote_start":0,"quote_end":23,"text_sha256":"d2f3b36f4a253df96eae57825c5673924c38d32772e687a375206723e0e9de7b","block_sha256":"d2f3b36f4a253df96eae57825c5673924c38d32772e687a375206723e0e9de7b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_31c2a520-1d1c-41f8-b6ca-dae3563e0b5d"},{"id":"occ_df0acd4f673ca210e7960909","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_31f89dd6-a5bd-493b-9ad7-9b2aabc70e0d","section_id":"sec_53230b26-adc5-4603-9ae4-5b1ea3d149d9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"現在のファウンドリは、チップレット、HBM、インターポーザー、パッケージ、ソフトウェアを成立させるシステム企業である。","quote_start":0,"quote_end":59,"text_sha256":"953dc111790a6ee356cfb1800a082b8720cb01e99a2620e2658cc8c7f0b05f83","block_sha256":"953dc111790a6ee356cfb1800a082b8720cb01e99a2620e2658cc8c7f0b05f83","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_31f89dd6-a5bd-493b-9ad7-9b2aabc70e0d"},{"id":"occ_f323831fa9f19811a8bd3605","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_3a0458ff-121c-4a77-8692-e4d08a1b13ea","section_id":"sec_236c19b4-a544-4136-8298-87a28d98969a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3","HBM3E"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM3","quote":"しかしHBM3を同じように追いかけるのではなく、先端1β DRAMを使ったHBM3Eへ集中した。","quote_start":0,"quote_end":48,"text_sha256":"4fbf688aeced571c3fff3d4d01318d9c0120fbe519ee868fa54d70f2b4655d1a","block_sha256":"4fbf688aeced571c3fff3d4d01318d9c0120fbe519ee868fa54d70f2b4655d1a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_3a0458ff-121c-4a77-8692-e4d08a1b13ea"},{"id":"occ_efa8f43dfb3269e6495852b2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_3cb4e451-0932-4045-8798-018847880af7","section_id":"sec_0005b105-fd9e-4ebe-a88b-547f4363bfc9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"そして決定的だったのは、AMD、NVIDIA、TSMCがHBMをGPUパッケージへ統合したことだった。","quote_start":0,"quote_end":51,"text_sha256":"afd6d363dfb097b0d5bd6c0a1c3571362b3c45d828780ae69f10366a40a528dc","block_sha256":"afd6d363dfb097b0d5bd6c0a1c3571362b3c45d828780ae69f10366a40a528dc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_3cb4e451-0932-4045-8798-018847880af7"},{"id":"occ_0727c7d90248a59473ccec00","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_45126625-b5a1-4527-9f1d-d59b5217f19c","section_id":"sec_236c19b4-a544-4136-8298-87a28d98969a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":33,"end":37,"exact":"HBM4","quote":"さらに2026年には、NVIDIAのVera Rubin向けを含むHBM4の量産・顧客出荷へ進んだ。Reutersの検証によると、NVIDIAのジェンスン・フアンがSanjay Mehrotra CEOへAI時代のメモリ構造を説明し、両社がロードマップを一致させたことがMi","quote_start":0,"quote_end":137,"text_sha256":"67e6df39f4b9cb282280e3bcb61b91fa22d815e4cec5fac996e6843f58b62580","block_sha256":"67e6df39f4b9cb282280e3bcb61b91fa22d815e4cec5fac996e6843f58b62580","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_45126625-b5a1-4527-9f1d-d59b5217f19c"},{"id":"occ_5174624064fa7f86aa8ddfe8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_4ade6f17-38a3-4a0b-9ef8-3d6fa5d4f93a","section_id":"sec_8f91fa34-4cef-4a6d-89bc-36305aa37dc0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"2025年の世界HBM市場で、SK hynixは61％、Micronは21％、Samsungは17％を占めたとReutersは報じている。2026年6月には、SK hynixの時価総額がSamsung Electronic","quote_start":0,"quote_end":111,"text_sha256":"97af9ce8e4820e53af74bcd1efef825195639b7d754c61e98c289eba6e7abf9a","block_sha256":"97af9ce8e4820e53af74bcd1efef825195639b7d754c61e98c289eba6e7abf9a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_4ade6f17-38a3-4a0b-9ef8-3d6fa5d4f93a"},{"id":"occ_ac8e50e1e186101b7d0121ae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_51945f21-cd7a-4bc8-9d94-c5881a033e1c","section_id":"sec_8f91fa34-4cef-4a6d-89bc-36305aa37dc0","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM2E","HBM3","HBM3E"],"evidence":{"text_basis":"markdown","start":43,"end":48,"exact":"HBM2E","quote":"MR-MUFなどの積層・封止技術を開発し、熱管理、薄型化、歩留まり、生産性を改善した。HBM2E、HBM3、HBM3Eへ技術をつないだ。","quote_start":0,"quote_end":68,"text_sha256":"b3578e38fe6b989e87739574b0d5cf621930d0bbca51e4e21a417f01c15d752f","block_sha256":"b3578e38fe6b989e87739574b0d5cf621930d0bbca51e4e21a417f01c15d752f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_51945f21-cd7a-4bc8-9d94-c5881a033e1c"},{"id":"occ_14dbeaad53098032aeead601","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_62bc30ce-b0b0-4504-b60b-7bb6cf4c319a","section_id":"sec_67ebc293-d70a-4bf5-8090-eff4c62c42e2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"これはSamsung電機が、基板上の受動部品メーカーから、GPU・HBMパッケージ内部の電力供給網へ近づく可能性を示す。","quote_start":0,"quote_end":60,"text_sha256":"21860a02e69d2e5da4d6f54cf1881f6c390af2f6bb000374c559624001ff37dd","block_sha256":"21860a02e69d2e5da4d6f54cf1881f6c390af2f6bb000374c559624001ff37dd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_62bc30ce-b0b0-4504-b60b-7bb6cf4c319a"},{"id":"occ_e90b09b58fdcabccd989c8f2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_62cbaaa0-8fff-4744-aae8-799e835abb6a","section_id":"sec_71003e81-62c5-49b4-833b-e60cdfcbf0b5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMはSKによる買収前から始まっていた","quote_start":0,"quote_end":23,"text_sha256":"ad65c2f35802856f731415e3dd5e1353a2d8a6ac12aa0be2131458e2121feb6f","block_sha256":"ad65c2f35802856f731415e3dd5e1353a2d8a6ac12aa0be2131458e2121feb6f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_62cbaaa0-8fff-4744-aae8-799e835abb6a"},{"id":"occ_e1d118fd50e7096e74ba9e32","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_6a7b4de6-91fc-46b0-83eb-8a9f31e9adeb","section_id":"sec_236c19b4-a544-4136-8298-87a28d98969a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"Micronは2018年にHMC中心の高性能メモリ戦略を見直し、HBMへ軸足を移した。","quote_start":0,"quote_end":43,"text_sha256":"85880a399fcf2a7b1d37a0a32c38657010c25ac6957cb3518499f70b06d2aff6","block_sha256":"85880a399fcf2a7b1d37a0a32c38657010c25ac6957cb3518499f70b06d2aff6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_6a7b4de6-91fc-46b0-83eb-8a9f31e9adeb"},{"id":"occ_6d4bd44876ed389196940499","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_6d7180ea-40f7-4822-99ae-994c6de0993b","section_id":"sec_53230b26-adc5-4603-9ae4-5b1ea3d149d9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"SK hynixは、不採算でもHBMを残し、NVIDIAの製品ロードマップへ入り続けた。","quote_start":0,"quote_end":44,"text_sha256":"d987cc16e5c99fe80022e8fc40428442c4fd39650be6a04b06e6bb7d70a1b7d8","block_sha256":"d987cc16e5c99fe80022e8fc40428442c4fd39650be6a04b06e6bb7d70a1b7d8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_6d7180ea-40f7-4822-99ae-994c6de0993b"},{"id":"occ_28dde74aa7d97575e8ff7cc6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_76eb2386-81df-4921-b720-c7698d35f4e5","section_id":"sec_26027b1a-faec-452d-a426-6d0504a88fb3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"Samsungのファウンドリ史も、HBMと似ている。","quote_start":0,"quote_end":26,"text_sha256":"337dc23874e73977099dade9ac6a28da2d0dcc82240f0cb5ec18a8cb59a2973c","block_sha256":"337dc23874e73977099dade9ac6a28da2d0dcc82240f0cb5ec18a8cb59a2973c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_76eb2386-81df-4921-b720-c7698d35f4e5"},{"id":"occ_5b57d980febdd20ab455d6e5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_7cc22daa-4cb9-4038-8e09-d054a78a1e52","section_id":"sec_6e610581-bb89-4535-934b-d80b80b365d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":4,"end":8,"exact":"HBM3","quote":"それでもHBM3以降の主導権を失った。","quote_start":0,"quote_end":19,"text_sha256":"7d03ff7e5576fb8515a8ff53c70d525f8478e79d5d2f30ea6afacbaf829f6bc3","block_sha256":"7d03ff7e5576fb8515a8ff53c70d525f8478e79d5d2f30ea6afacbaf829f6bc3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_7cc22daa-4cb9-4038-8e09-d054a78a1e52"},{"id":"occ_d1e69ff9854bdee8a375ad6f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_7f90bd40-58c1-4066-a2c4-e96179c1c985","section_id":"sec_71003e81-62c5-49b4-833b-e60cdfcbf0b5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"2011年にはTSVを用いた大容量DRAMを開発し、2013年12月には世界初のTSVベースHBMを発表した。","quote_start":0,"quote_end":55,"text_sha256":"54bd78f1989f7fa08d0ff3f60ed5015112563fbb3017c621790218a1cec4f50d","block_sha256":"54bd78f1989f7fa08d0ff3f60ed5015112563fbb3017c621790218a1cec4f50d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_7f90bd40-58c1-4066-a2c4-e96179c1c985"},{"id":"occ_d882ab7713b06a83f1e83369","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_7fba1d4a-c531-48db-afb7-319d51b9efcc","section_id":"sec_6e610581-bb89-4535-934b-d80b80b365d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":"DAの拡大\n- Tensor Core\n- AIモデルの計算量増加\n- DGX\n- 複数GPU化\n- GPUとHBMの帯域設計\n- NVIDIAのクラウド戦略","quote_start":4,"quote_end":83,"text_sha256":"aa5617fe5d456d3b52a26fdc48eb72de043dab2ef946c4ce9753a220ee178383","block_sha256":"aa5617fe5d456d3b52a26fdc48eb72de043dab2ef946c4ce9753a220ee178383","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_7fba1d4a-c531-48db-afb7-319d51b9efcc"},{"id":"occ_1f1f34deaa54bd33302a6193","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_8d45733c-9433-448f-8639-d13cb936192c","section_id":"sec_ef21249c-008b-4865-bdfc-890ee6bb0766","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"Samsungの問題は、技術者がAIやHBMを理解していなかったことではない。","quote_start":0,"quote_end":39,"text_sha256":"eaaf5511c2f8ee1bc9f2d79ee6a9d27e2ce51ea8e2f1b09100567350965c209e","block_sha256":"eaaf5511c2f8ee1bc9f2d79ee6a9d27e2ce51ea8e2f1b09100567350965c209e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_8d45733c-9433-448f-8639-d13cb936192c"},{"id":"occ_041b55b8ee37e0230bd5c7e8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_91352683-87e5-44dd-b7b9-d39f2e20dd4d","section_id":"sec_b78922f4-31af-4b7e-85a3-f6b96c4a7108","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"## 7．SK hynix――一度負けてもHBMを捨てなかった企業","quote_start":0,"quote_end":33,"text_sha256":"b2af3c56370cd67fab990345b7acbd32632150cd88d5d8273b260b25eb6369d0","block_sha256":"b2af3c56370cd67fab990345b7acbd32632150cd88d5d8273b260b25eb6369d0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_91352683-87e5-44dd-b7b9-d39f2e20dd4d"},{"id":"occ_f5d6e9671537963928be4bbd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_958316ce-3ed5-49d8-9d70-7b8c61747d96","section_id":"sec_68e5d326-66a7-4518-8688-d18a35a98a5b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでSK hynixに、ファウンドリとパッケージでTSMCに主導権を渡した。","quote_start":0,"quote_end":40,"text_sha256":"fe7c6a41bbec342ec1ec1c7a3b95ccad47294ea24bb990e3b0d7bd0a0c96b043","block_sha256":"fe7c6a41bbec342ec1ec1c7a3b95ccad47294ea24bb990e3b0d7bd0a0c96b043","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_958316ce-3ed5-49d8-9d70-7b8c61747d96"},{"id":"occ_b1694cecaac1b5e0e5134219","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_9749e45a-8b84-41cf-b1d4-cbf8815d1532","section_id":"sec_4f192ad7-58fb-442d-ac50-3873cc06683c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"- 先端ロジック\n- HBM\n- 大型インターポーザー\n- 高速信号\n- 電力供給\n- パッケージ歩留まり\n- 大量生産","quote_start":0,"quote_end":60,"text_sha256":"05cdbebb23d1346da7af0c6bc1b6671beb089a318cc3520b259f90adc0910c21","block_sha256":"05cdbebb23d1346da7af0c6bc1b6671beb089a318cc3520b259f90adc0910c21","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_9749e45a-8b84-41cf-b1d4-cbf8815d1532"},{"id":"occ_dd0e835918574cebabafcba7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_97da28c3-5a99-4d9c-b19a-389b07b48720","section_id":"sec_0005b105-fd9e-4ebe-a88b-547f4363bfc9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはGPUという巨大なキラーアプリの一部になった。","quote_start":0,"quote_end":27,"text_sha256":"167910f1ebad819a49a99f12558121ddcdc5eb8e5653b7f0a124820b4bcb720a","block_sha256":"167910f1ebad819a49a99f12558121ddcdc5eb8e5653b7f0a124820b4bcb720a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_97da28c3-5a99-4d9c-b19a-389b07b48720"},{"id":"occ_0cd61b6998fd68b16acd115d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_9f34b210-cf79-4d6a-8fbb-d07b51f2a096","section_id":"sec_71003e81-62c5-49b4-833b-e60cdfcbf0b5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"したがって、SK Groupや崔泰源〈チェ・テウォン〉会長がHBMをゼロから発明したわけではない。","quote_start":0,"quote_end":49,"text_sha256":"3f4e3079a5ff37ff6cd6e6b114e7cd866d220e4388e5011fbd9395d7a5a5c160","block_sha256":"3f4e3079a5ff37ff6cd6e6b114e7cd866d220e4388e5011fbd9395d7a5a5c160","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_9f34b210-cf79-4d6a-8fbb-d07b51f2a096"},{"id":"occ_e45756286bb388cc04a5d1ff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_acdbf91f-156f-4a51-a353-bac42baa7093","section_id":"sec_0005b105-fd9e-4ebe-a88b-547f4363bfc9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"むしろHBMとは異なるHybrid Memory Cube、HMCへ早期に賭けた。","quote_start":0,"quote_end":41,"text_sha256":"5d53d3674e40664bea1db914cd202f3072a11d46c2bb4656cfe1b80de7a07402","block_sha256":"5d53d3674e40664bea1db914cd202f3072a11d46c2bb4656cfe1b80de7a07402","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_acdbf91f-156f-4a51-a353-bac42baa7093"},{"id":"occ_3def6cac46ead8d1e830a3d6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_ad821777-1496-4e95-ab62-b23eef04212d","section_id":"sec_0005b105-fd9e-4ebe-a88b-547f4363bfc9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"HMCもHBMと同様に、複数のDRAMダイをTSVで垂直積層し、下部にロジックダイを置く。","quote_start":0,"quote_end":45,"text_sha256":"71d5d6af6850ecfa12187b46ec2fddf461202bcd3736228988c2e7e2c04d8b0c","block_sha256":"71d5d6af6850ecfa12187b46ec2fddf461202bcd3736228988c2e7e2c04d8b0c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_ad821777-1496-4e95-ab62-b23eef04212d"},{"id":"occ_253bd818bf6c7412300bd903","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_aec60c1a-2c44-4988-b79e-2c5cae4c0893","section_id":"sec_53230b26-adc5-4603-9ae4-5b1ea3d149d9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM2"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM2","quote":"HBM2ではNVIDIA V100の中核にいた。","quote_start":0,"quote_end":24,"text_sha256":"f9495875dacbebf8e6be79d89cdde50db6b9cea3ce7757384d960db745531e7d","block_sha256":"f9495875dacbebf8e6be79d89cdde50db6b9cea3ce7757384d960db745531e7d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_aec60c1a-2c44-4988-b79e-2c5cae4c0893"},{"id":"occ_7d988ca5660b23e4b7b8cfd8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_af24c8da-c5e9-4bce-8d7c-e1d87eea21ff","section_id":"sec_6e610581-bb89-4535-934b-d80b80b365d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM2"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM2","quote":"むしろHBM2世代ではSK hynixより有利な位置にあり、NVIDIAの中核製品へ入っていた。","quote_start":0,"quote_end":48,"text_sha256":"3f9b571d9988ef51368ecc1d0a4d5f314811e6844852a4c3fe001b82e729fc71","block_sha256":"3f9b571d9988ef51368ecc1d0a4d5f314811e6844852a4c3fe001b82e729fc71","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_af24c8da-c5e9-4bce-8d7c-e1d87eea21ff"},{"id":"occ_8f47d7c5d254f61d626f22f1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_b17fff65-5b31-4dda-9d99-20056e881738","section_id":"sec_67ebc293-d70a-4bf5-8090-eff4c62c42e2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"GPUやHBMの近く、場合によってはパッケージ内部へ配置できるため、瞬間的な電流変動へ高速に対応し、電圧ノイズを抑えられる。","quote_start":0,"quote_end":62,"text_sha256":"cd65ee8b6fd0fb09a1a768d8785d186acfb377621e9f35c29c26237e8ec1a527","block_sha256":"cd65ee8b6fd0fb09a1a768d8785d186acfb377621e9f35c29c26237e8ec1a527","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_b17fff65-5b31-4dda-9d99-20056e881738"},{"id":"occ_46b67777c4b36573c8f0b95b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_b6f1b597-e682-405f-aa31-e18ae25557b1","section_id":"sec_0005b105-fd9e-4ebe-a88b-547f4363bfc9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはGPUやASICのすぐ隣に配置し、非常に広い並列バスで接続する。","quote_start":0,"quote_end":36,"text_sha256":"46e4914bf25112637908f8b04195a5b6f6f22e768d1d9ca33b39be6a6dff3d7c","block_sha256":"46e4914bf25112637908f8b04195a5b6f6f22e768d1d9ca33b39be6a6dff3d7c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_b6f1b597-e682-405f-aa31-e18ae25557b1"},{"id":"occ_6781321a3ec5cb3d11e53823","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_b84b9ab3-7f2c-44e2-b0fb-cb27cb356e97","section_id":"sec_53230b26-adc5-4603-9ae4-5b1ea3d149d9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"現在のHBMは、GPUやASICと共同設計されるシステム部品である。","quote_start":0,"quote_end":34,"text_sha256":"ec602b2e4658c3c99d28707c895ea384af4ac45e65895858e8e7f4dab76ce13f","block_sha256":"ec602b2e4658c3c99d28707c895ea384af4ac45e65895858e8e7f4dab76ce13f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_b84b9ab3-7f2c-44e2-b0fb-cb27cb356e97"},{"id":"occ_997e50059b4cde2a37ef6faf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_b93232cf-33f0-4875-8226-fd9c0820d46b","section_id":"sec_5c372601-747f-4b01-9f35-230f28793c7b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"- DRAM\n- HBM\n- NAND\n- eSSD\n- ファウンドリ\n- GAA\n- ロジックベースダイ\n- 先端パッケージ\n- OLED\n- スマートフォン\n- テレビ\n- 家電\n- MLCC\n- FCBGA\n- シリコ","quote_start":0,"quote_end":112,"text_sha256":"dc1ff2c5c073486de3978c36e2208872686704e888746f3cd8a271f9d3f8d0ea","block_sha256":"dc1ff2c5c073486de3978c36e2208872686704e888746f3cd8a271f9d3f8d0ea","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_b93232cf-33f0-4875-8226-fd9c0820d46b"},{"id":"occ_7bf32d648ec6a90b2b3eb871","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_ba2b1eb0-7b69-4e40-9a25-5b42052913ca","section_id":"sec_477723b8-5620-4ee8-a7da-67d87a30248a","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでSamsungを追い抜いたSK hynix、最後発からHBM3EとHBM4で急追したMicron、そしてGPU、CUDA、先端パッケージ、ネットワーク、サーバーを一つの計算基盤へ統合したNVIDIA","quote_start":0,"quote_end":103,"text_sha256":"5386ee3b20faa5c3c5c6e568b87dd2b0dcaaf4b3f64141af369a97af65665bd0","block_sha256":"5386ee3b20faa5c3c5c6e568b87dd2b0dcaaf4b3f64141af369a97af65665bd0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_ba2b1eb0-7b69-4e40-9a25-5b42052913ca"},{"id":"occ_481e6d6d91b9e1ccd5cb07a4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_bd66be5d-7ad7-41d9-a1bb-d9c4ae2846c9","section_id":"sec_67ebc293-d70a-4bf5-8090-eff4c62c42e2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"## シリコンキャパシタ――GPUとHBMのさらに近くへ","quote_start":0,"quote_end":28,"text_sha256":"d26aeb4d91b3bfb9fc0d156eb08e622fe0ff92b6e0b0b1575ef0510cc73abb48","block_sha256":"d26aeb4d91b3bfb9fc0d156eb08e622fe0ff92b6e0b0b1575ef0510cc73abb48","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_bd66be5d-7ad7-41d9-a1bb-d9c4ae2846c9"},{"id":"occ_e47a6a53d60010ba7e04ff6a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_bffdfe8b-2961-48b1-92cb-1869bc6abb65","section_id":"sec_ef21249c-008b-4865-bdfc-890ee6bb0766","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"しかしHBMのように、当初の市場が小さく、設備稼働率が低く、顧客が限られ、数年間利益を生まない可能性のある技術では、部門別採算を重視する組織ほど投資を継続しにくい。","quote_start":0,"quote_end":82,"text_sha256":"e4dda3a0d4562195250bc3a0bc0b727ee18f73166519620327bbe2b58bdfc762","block_sha256":"e4dda3a0d4562195250bc3a0bc0b727ee18f73166519620327bbe2b58bdfc762","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_bffdfe8b-2961-48b1-92cb-1869bc6abb65"},{"id":"occ_641fb5f2b887a8dc85ea299e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_c24d2237-960f-4636-a05b-06a06810f9bd","section_id":"sec_236c19b4-a544-4136-8298-87a28d98969a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでは三社の中で最も後発だった。","quote_start":0,"quote_end":18,"text_sha256":"f3d2152af41c6556f762090f4ced8b7ab757420b71fb71cff4f2b7f5b62fc074","block_sha256":"f3d2152af41c6556f762090f4ced8b7ab757420b71fb71cff4f2b7f5b62fc074","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_c24d2237-960f-4636-a05b-06a06810f9bd"},{"id":"occ_495e5b44cc97842590b0254d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_ccd824d8-b0ba-46a0-adb3-682b6de92eba","section_id":"sec_6e610581-bb89-4535-934b-d80b80b365d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM2"],"evidence":{"text_basis":"markdown","start":24,"end":28,"exact":"HBM2","quote":"そしてV100には、Samsungと共同開発したHBM2が採用された。","quote_start":0,"quote_end":35,"text_sha256":"a513c1b71fd45f363c713983156a2ad43d37b868a5b1a4dfd05814b3ba832091","block_sha256":"a513c1b71fd45f363c713983156a2ad43d37b868a5b1a4dfd05814b3ba832091","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_ccd824d8-b0ba-46a0-adb3-682b6de92eba"},{"id":"occ_1702537d027a0a7e5a4aeb48","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_cd0924fb-2cc5-4da0-b5a5-8544fe03dc65","section_id":"sec_3dc595c0-fff7-4063-82d9-35cff4c78b32","layer":"code","character_id":null,"count":10,"matched_aliases":["HBM","HBM2","HBM3","HBM3E"],"evidence":{"text_basis":"markdown","start":195,"end":198,"exact":"HBM","quote":"| 撤退企業を買収・統合 |\n| **代表的な転換** | 東京宣言、フランクフルト宣言 | SKによる買収、HBM継続 | Elpida・Rexchip買収、HMCからHBMへ |\n| **HBMでの特徴** | HBM2では強かったがHBM3で後退 | HBM2で負けても開発を継続 | 最後発からHBM3Eへ飛","quote_start":140,"quote_end":298,"text_sha256":"c592e161ee800edadf43da75caa38606923acd56c1d4658f043b07bda08fe540","block_sha256":"c592e161ee800edadf43da75caa38606923acd56c1d4658f043b07bda08fe540","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_cd0924fb-2cc5-4da0-b5a5-8544fe03dc65"},{"id":"occ_8f60f49173a778b29663f51f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_cd88e773-c1f7-4882-81cd-635b6d1dd5b9","section_id":"sec_60c47b9c-9e5d-44a8-8a17-f7b804116906","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"しかし現在のMicronがHBMを開発・量産できる人材、工場、DRAMプロセスの重要な土台となった。","quote_start":0,"quote_end":50,"text_sha256":"5893f493fe128535dc43a0883cb228b7d3aeb808f0fa16f62c0cb3848014341d","block_sha256":"5893f493fe128535dc43a0883cb228b7d3aeb808f0fa16f62c0cb3848014341d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_cd88e773-c1f7-4882-81cd-635b6d1dd5b9"},{"id":"occ_1a3e932ecd59abb6d8676512","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_d029ddfe-80eb-4b78-a62a-5cb693c4656a","section_id":"sec_4f192ad7-58fb-442d-ac50-3873cc06683c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"TSMCはGPUやAI ASICとHBMをシリコンインターポーザー上へ統合するCoWoSを早期に量産化した。","quote_start":0,"quote_end":54,"text_sha256":"6f343b443e3068564bb0c3e9b8acdb377775764777ebe7822ab0df5ddacd5592","block_sha256":"6f343b443e3068564bb0c3e9b8acdb377775764777ebe7822ab0df5ddacd5592","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_d029ddfe-80eb-4b78-a62a-5cb693c4656a"},{"id":"occ_2b2406732c59188b2316f392","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_d113b5eb-4488-4171-bc82-bc85e162e4cb","section_id":"sec_1e4f906a-a549-4138-99c9-4ffa8f37214a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":14,"end":18,"exact":"HBM4","quote":"2026年、SamsungはHBM4の量産出荷を開始し、さらに1c DRAMと自社Foundryの4nmロジックベースダイを組み合わせた12層HBM4Eのサンプルを顧客へ出荷した。","quote_start":0,"quote_end":90,"text_sha256":"09641fd08477148dfcefe1f5fc8d556a15b64e8bddc8459e74a5c0a7180b6a78","block_sha256":"09641fd08477148dfcefe1f5fc8d556a15b64e8bddc8459e74a5c0a7180b6a78","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_d113b5eb-4488-4171-bc82-bc85e162e4cb"},{"id":"occ_2985db56f8841b8c84ecf513","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_d25af3e5-f417-467a-b11b-6155644fabe8","section_id":"sec_236c19b4-a544-4136-8298-87a28d98969a","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM2","HBM3","HBM3E"],"evidence":{"text_basis":"markdown","start":15,"end":19,"exact":"HBM2","quote":"> HBM1で負けた  \n> HBM2でも負けた  \n> HBM3にも間に合わない  \n> ならばHBM3Eへ直接進む","quote_start":0,"quote_end":59,"text_sha256":"04b91e4cd53604d315069ed88255022293de87c0b1452f57041bca4a6c34d985","block_sha256":"04b91e4cd53604d315069ed88255022293de87c0b1452f57041bca4a6c34d985","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_d25af3e5-f417-467a-b11b-6155644fabe8"},{"id":"occ_ac7be3fa642828161498be65","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_d467d90f-3216-4802-823b-fee2adf9d986","section_id":"sec_68e5d326-66a7-4518-8688-d18a35a98a5b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":10,"end":14,"exact":"HBM3","quote":"SK hynixは、HBM3以降でその位置を取った。","quote_start":0,"quote_end":26,"text_sha256":"40c1e67e75f199ead8e7a755912cc02b724288890bebb07ffa75e0593e2ee600","block_sha256":"40c1e67e75f199ead8e7a755912cc02b724288890bebb07ffa75e0593e2ee600","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_d467d90f-3216-4802-823b-fee2adf9d986"},{"id":"occ_bb66af9ab839381988fff2f6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_dc13a929-7bb3-41f7-beb3-78aab1e84477","section_id":"sec_53230b26-adc5-4603-9ae4-5b1ea3d149d9","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4・HBM4E、自社Foundryのロジックベースダイ、2nm GAA、I-Cube、Samsung電機のFCBGAとシリコンキャパシタを統合できれば、他社にはない垂直統合を持つ。","quote_start":0,"quote_end":93,"text_sha256":"a074941bb307c4b74b79639b12b5ec50083110943ce3da5a5856d73d3fa13a1f","block_sha256":"a074941bb307c4b74b79639b12b5ec50083110943ce3da5a5856d73d3fa13a1f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_dc13a929-7bb3-41f7-beb3-78aab1e84477"},{"id":"occ_89e7c999c8c84c93aa309c98","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_ddb952e1-5fa1-464c-8678-b8736181fb31","section_id":"sec_8f91fa34-4cef-4a6d-89bc-36305aa37dc0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"HBM3","quote":"2021年にHBM3を開発し、2022年からNVIDIAへ供給したことで、生成AIブームが始まる前に、","quote_start":0,"quote_end":51,"text_sha256":"c0c6006a6995cf0251d6c08725d5f31faf5975b18c809d4a71d4e2860bf31c95","block_sha256":"c0c6006a6995cf0251d6c08725d5f31faf5975b18c809d4a71d4e2860bf31c95","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_ddb952e1-5fa1-464c-8678-b8736181fb31"},{"id":"occ_49073f7886254d8201fef2ed","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_ee7acd06-cd31-473b-83fa-45c17aa9961a","section_id":"sec_60c47b9c-9e5d-44a8-8a17-f7b804116906","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"Elpidaの技術が直接HBMを生んだわけではない。","quote_start":0,"quote_end":26,"text_sha256":"f97eeef6b2992158e514b84bd28c1a592bf5b6a5c1bafd0c3143fa9040ce1589","block_sha256":"f97eeef6b2992158e514b84bd28c1a592bf5b6a5c1bafd0c3143fa9040ce1589","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_ee7acd06-cd31-473b-83fa-45c17aa9961a"},{"id":"occ_cff184bb9b39ad6062904235","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_f35134bd-d89a-49b9-82b0-60129be64622","section_id":"sec_ef21249c-008b-4865-bdfc-890ee6bb0766","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":73,"end":76,"exact":"HBM","quote":"ち、汎用DRAM、モバイルメモリ、V-NAND、スマートフォン、OLED、ファウンドリへ同時投資していたため、HBMを会社の将来を決める最優先分野として扱えなかったことにある。","quote_start":18,"quote_end":106,"text_sha256":"9d6e6b9ab680175cebd24767d84ab847dee19f61298961d4c96573bfb3456eae","block_sha256":"9d6e6b9ab680175cebd24767d84ab847dee19f61298961d4c96573bfb3456eae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_f35134bd-d89a-49b9-82b0-60129be64622"},{"id":"occ_bbeaf193602bf385115b7045","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_f42e2581-f6b6-403c-bfdf-c7bb50eb273c","section_id":"sec_53230b26-adc5-4603-9ae4-5b1ea3d149d9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":29,"end":34,"exact":"HBM3E","quote":"MicronはHMCという別の道を選んだが、間違いを認め、HBM3Eへ世代を飛び越え、NVIDIAとの関係を作り直した。","quote_start":0,"quote_end":60,"text_sha256":"12e06c1401833fd0b13b68804bc14c28482fb0df82173f82e617b55df4d3422b","block_sha256":"12e06c1401833fd0b13b68804bc14c28482fb0df82173f82e617b55df4d3422b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_f42e2581-f6b6-403c-bfdf-c7bb50eb273c"},{"id":"occ_e907ade7a8a429352c9709a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_f8eb4704-2979-4470-ade3-bbbebbaa1143","section_id":"sec_0005b105-fd9e-4ebe-a88b-547f4363bfc9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"時代はCPUへ単体メモリを接続する方向より、GPU、ASIC、HBMを一つのパッケージへ統合する方向へ進んだのである。","quote_start":0,"quote_end":59,"text_sha256":"7aef69dbc6f3aeb17bdc983c3a17a7460ae4641a8e3b131c7abb76b30db20233","block_sha256":"7aef69dbc6f3aeb17bdc983c3a17a7460ae4641a8e3b131c7abb76b30db20233","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_f8eb4704-2979-4470-ade3-bbbebbaa1143"},{"id":"occ_ab6a722afa421d22638018a8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3","block_id":"blk_fa092484-1917-43f2-966d-196311158d4b","section_id":"sec_0005b105-fd9e-4ebe-a88b-547f4363bfc9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"GPUでは、パケット通信を介するより、GPUのすぐ隣へHBMを置き、広い配線で直接接続する方が、遅延、消費電力、帯域効率で有利だった。","quote_start":0,"quote_end":67,"text_sha256":"0d11c804b99b148f76875945996535956aa6d5c6cc89c23ad18c912f392d3329","block_sha256":"0d11c804b99b148f76875945996535956aa6d5c6cc89c23ad18c912f392d3329","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_1246df84-dae2-49be-ab7b-94b8c8902078/#blk_fa092484-1917-43f2-966d-196311158d4b"},{"id":"occ_bfd3c0ee1dc90db64182642b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","work_id":"wrk_220c8e7e-eccc-4357-89f5-9a6b78a08a7c","block_id":"blk_1e0cdf8e-f22d-4310-955e-51a7fc57b334","section_id":"sec_3e597dd2-bc7b-4e3f-9d29-594c300a874b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"つまり、WLAは端末側のLPDDRと、中央側のHBMを同時に増やす。","quote_start":0,"quote_end":34,"text_sha256":"ba03224aea774cf01475bac929185b6aeae76b6041284f88e4d7460c92694dbc","block_sha256":"ba03224aea774cf01475bac929185b6aeae76b6041284f88e4d7460c92694dbc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_15381314-c653-4ce9-9b25-d8495cdbf4d1/#blk_1e0cdf8e-f22d-4310-955e-51a7fc57b334"},{"id":"occ_58b908a31264e8f0b4b4928a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","work_id":"wrk_220c8e7e-eccc-4357-89f5-9a6b78a08a7c","block_id":"blk_2c11432c-17d9-4543-a02a-985ef9d9ef46","section_id":"sec_d4a77062-6e48-4ce0-8e5b-582e09cbf48e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"VLAはHBM必須ではなく、民生GPUやエッジAI SoCへ比較的搭載しやすい。","quote_start":0,"quote_end":40,"text_sha256":"a78e0321342cb58714fc51a08a7f196701d1fcce4c45b460586c0eec600afd21","block_sha256":"a78e0321342cb58714fc51a08a7f196701d1fcce4c45b460586c0eec600afd21","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_15381314-c653-4ce9-9b25-d8495cdbf4d1/#blk_2c11432c-17d9-4543-a02a-985ef9d9ef46"},{"id":"occ_e58a757cd658b019ca8d3fa3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","work_id":"wrk_220c8e7e-eccc-4357-89f5-9a6b78a08a7c","block_id":"blk_2c5aefba-0b05-40fd-b0c0-dd2ac1f6482e","section_id":"sec_3e597dd2-bc7b-4e3f-9d29-594c300a874b","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM3E","HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":2,"end":7,"exact":"HBM3E","quote":"- HBM3E\n- HBM4\n- HBM4E\n- 80～288GB／GPU\n- 複数GPUによる分散学習","quote_start":0,"quote_end":52,"text_sha256":"15e3ee951ff287bf207a0fc0bbec047ddc8c9f2d3e361c9030494486198e46f3","block_sha256":"15e3ee951ff287bf207a0fc0bbec047ddc8c9f2d3e361c9030494486198e46f3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_15381314-c653-4ce9-9b25-d8495cdbf4d1/#blk_2c5aefba-0b05-40fd-b0c0-dd2ac1f6482e"},{"id":"occ_d8f431f43ea2bbd558a01335","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","work_id":"wrk_220c8e7e-eccc-4357-89f5-9a6b78a08a7c","block_id":"blk_510fc509-d7cd-4906-920b-dcf9066df9a6","section_id":"sec_37f0f986-ee5e-4a89-ad69-e8249b24b033","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM・DRAM","quote_start":0,"quote_end":11,"text_sha256":"4ec883ca45f26b3f7497056dc3c655fba5c3049a5a69a04eeb11408e20d77d5d","block_sha256":"4ec883ca45f26b3f7497056dc3c655fba5c3049a5a69a04eeb11408e20d77d5d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_15381314-c653-4ce9-9b25-d8495cdbf4d1/#blk_510fc509-d7cd-4906-920b-dcf9066df9a6"},{"id":"occ_342d74a4b4f6428f7538f406","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","work_id":"wrk_220c8e7e-eccc-4357-89f5-9a6b78a08a7c","block_id":"blk_67e4998b-17cd-499b-90aa-b35edf26026b","section_id":"sec_bdfc4398-81fe-45ac-bdd3-6e1f43953e7b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"- 大容量HBM\n- 高いHBM帯域\n- FP8・FP4 Tensor Core\n- NVLink・NVSwitch\n- 複数GPU並列\n- 動画エンコード・デコード\n- 大容量の活性メモリー\n- 高速なNVMeデー","quote_start":0,"quote_end":108,"text_sha256":"95ba86b501e4bc7798f5ab75420dcc90d941056a2e3fa976c4ea3609a17f2082","block_sha256":"95ba86b501e4bc7798f5ab75420dcc90d941056a2e3fa976c4ea3609a17f2082","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_15381314-c653-4ce9-9b25-d8495cdbf4d1/#blk_67e4998b-17cd-499b-90aa-b35edf26026b"},{"id":"occ_85b03697e16a648aa36811b3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","work_id":"wrk_220c8e7e-eccc-4357-89f5-9a6b78a08a7c","block_id":"blk_6b742dda-c6f1-4796-8649-c8817206fa39","section_id":"sec_8fc19442-65f6-4470-a371-bf03f7d35880","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":222,"end":225,"exact":"HBM","quote":"% |\n| エッジAI半導体 | 30億～100億ドル | 50～75% | 20～50% |\n| 中央AI・HBM | 80億～300億ドル | 35～75% | 15～50% |\n| DRAM・NAND・ストレージ | 50億～180億ドル | 20～55% | −5～30% |\n| センサー・ビジョン | 5","quote_start":167,"quote_end":325,"text_sha256":"c94fd36228f7ef10747d7732da8c791c9204a1d083c9186b600dde3cb91f7d15","block_sha256":"c94fd36228f7ef10747d7732da8c791c9204a1d083c9186b600dde3cb91f7d15","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_15381314-c653-4ce9-9b25-d8495cdbf4d1/#blk_6b742dda-c6f1-4796-8649-c8817206fa39"},{"id":"occ_11ee45f46b80d0251c0a14db","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","work_id":"wrk_220c8e7e-eccc-4357-89f5-9a6b78a08a7c","block_id":"blk_ad2da0f7-af14-40af-8b2a-f0f50ec4015a","section_id":"sec_37f0f986-ee5e-4a89-ad69-e8249b24b033","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"ロボット側ではLPDDR、中央学習ではHBMが増える。","quote_start":0,"quote_end":27,"text_sha256":"86c693c17943b38b523e32be17a9cdf5b843684ddc6502f011088f0abfbc4e1b","block_sha256":"86c693c17943b38b523e32be17a9cdf5b843684ddc6502f011088f0abfbc4e1b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_15381314-c653-4ce9-9b25-d8495cdbf4d1/#blk_ad2da0f7-af14-40af-8b2a-f0f50ec4015a"},{"id":"occ_e8b409135b84f65a8d64e3dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","work_id":"wrk_220c8e7e-eccc-4357-89f5-9a6b78a08a7c","block_id":"blk_e7c601a2-2397-4c1c-a4fb-5963f7d441f7","section_id":"sec_bdfc4398-81fe-45ac-bdd3-6e1f43953e7b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"三者の中で最もHBMとGPU間通信を必要とする。","quote_start":0,"quote_end":24,"text_sha256":"8babf2379b18ccbe02f07bec1725b2d6335d31640aa931448b7d2535079aa68d","block_sha256":"8babf2379b18ccbe02f07bec1725b2d6335d31640aa931448b7d2535079aa68d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_15381314-c653-4ce9-9b25-d8495cdbf4d1/#blk_e7c601a2-2397-4c1c-a4fb-5963f7d441f7"},{"id":"occ_90d41a4a4971d08e74268dba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","work_id":"wrk_220c8e7e-eccc-4357-89f5-9a6b78a08a7c","block_id":"blk_f7ff95e9-821b-454c-8db0-75c3c8c1d5e1","section_id":"sec_b90f6ddd-405c-4ae8-b970-bd4c43ba5ae5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"LPDDR、HBM、NAND、GPU、センサー、高速通信、電源、冷却、シミュレーション、データ管理、AI安全性まで、フィジカルAIを支えるインフラ全体が成長する。","quote_start":0,"quote_end":81,"text_sha256":"f6fc6858ff7a6849ce954074dc575dbb815e79667d20f7572f6e3068be45b8e9","block_sha256":"f6fc6858ff7a6849ce954074dc575dbb815e79667d20f7572f6e3068be45b8e9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_15381314-c653-4ce9-9b25-d8495cdbf4d1/#blk_f7ff95e9-821b-454c-8db0-75c3c8c1d5e1"},{"id":"occ_507204405ea2566fd8d7e940","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6","work_id":"wrk_cf72029e-9466-4ece-9543-d960f25780ea","block_id":"blk_165c28d8-6bc8-45e5-a495-3e53a690b8f8","section_id":"sec_e59adc2a-1f9e-43cc-b2ff-593f745eaa6e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM**  \n**Foundry**  \n**Custom ASIC**  \n**Networking**  \n**Optical**","quote_start":0,"quote_end":70,"text_sha256":"211febf61b534b6ce8965937e68e18d0b0a18680e5d0fd38750d8bdfe128099d","block_sha256":"211febf61b534b6ce8965937e68e18d0b0a18680e5d0fd38750d8bdfe128099d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6/#blk_165c28d8-6bc8-45e5-a495-3e53a690b8f8"},{"id":"occ_df5012dc21e0dd0148af6238","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6","work_id":"wrk_cf72029e-9466-4ece-9543-d960f25780ea","block_id":"blk_1936715c-66c2-490b-b049-c2349880b363","section_id":"sec_e0edcdca-b1b2-412f-b3d9-1b8040274e25","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"強化されない  \n> 米中の技術対話は継続  \n> 各国のSovereign AI投資は拡大  \n> 半導体・HBM・電力・光通信のSupply Chain協力は維持","quote_start":10,"quote_end":93,"text_sha256":"32beab4e5803335fe6ecd87d8ec0ab3ee9ff1a4772985c6b75cd07abacc5a8b6","block_sha256":"32beab4e5803335fe6ecd87d8ec0ab3ee9ff1a4772985c6b75cd07abacc5a8b6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6/#blk_1936715c-66c2-490b-b049-c2349880b363"},{"id":"occ_bd864fff12e8e7b57cb5a433","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6","work_id":"wrk_cf72029e-9466-4ece-9543-d960f25780ea","block_id":"blk_87f19fe9-3079-490c-9db8-c51e0cb58f6a","section_id":"sec_5a7e9e0c-9f9e-4c7e-849d-da46fefe9fd6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":19,"end":23,"exact":"HBM4","quote":"**Rubin ramp**  \n**HBM4**  \n**NVL systems**  \n**Networking**  \n**Inference demand**  \n**2027/28 visibility**","quote_start":0,"quote_end":108,"text_sha256":"3487da9276ba38f32af5b0ec6e4cd27b0a49948c3c2223c704a8f05cd9b5055c","block_sha256":"3487da9276ba38f32af5b0ec6e4cd27b0a49948c3c2223c704a8f05cd9b5055c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6/#blk_87f19fe9-3079-490c-9db8-c51e0cb58f6a"},{"id":"occ_bac2c7343c301cf42489d553","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6","work_id":"wrk_cf72029e-9466-4ece-9543-d960f25780ea","block_id":"blk_d04a6806-f332-4904-be26-960072e28624","section_id":"sec_0ad44e5c-ff96-46a6-b2ec-312bd70a9abd","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":2,"end":6,"exact":"HBM4","quote":"**HBM4/HBM4E**  \n**CoWoS**  \n**N3/N2**  \n**DRAM ASP**  \n**NAND ASP**  \n**AI server demand**  \n**2027年CAPEX","quote_start":0,"quote_end":106,"text_sha256":"871bbf33fb342ab0ae91f264f962dd377362bab7821359dda6d8d9477bed66da","block_sha256":"871bbf33fb342ab0ae91f264f962dd377362bab7821359dda6d8d9477bed66da","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6/#blk_d04a6806-f332-4904-be26-960072e28624"},{"id":"occ_eb731aacbbbabc2828f43d3c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_01f95bb3-acaa-46bb-b91a-1198d6d3a69f","section_id":"sec_f7f7d5d0-ccb3-4254-85ec-77fba0681b01","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"特にHBFやXL-FLASHは、HBMの完全代替ではない。HBMは演算直結の超低レイテンシDRAMである。一方でHBF/XL-FLASHは、モデル重み、巨大ベクトルDB、RAG、KV cache、小ブロック読み出しをGPU近傍に置くための","quote_start":0,"quote_end":119,"text_sha256":"c6d5a6870b897c6ac3cd8563d15d617382701e6bc913eda3fe4184dff08f61cc","block_sha256":"c6d5a6870b897c6ac3cd8563d15d617382701e6bc913eda3fe4184dff08f61cc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_01f95bb3-acaa-46bb-b91a-1198d6d3a69f"},{"id":"occ_e7dc876b8a040458f3bedebd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_0203e890-9e36-4e31-81de-01720389e386","section_id":"sec_c4e9f6b6-c1d5-4227-839e-6b8fc2cc4f9f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":57,"end":60,"exact":"HBM","quote":"しAIインフラ時代の特徴は、顧客が単に安い時に買うのではなく、将来の供給枠そのものを押さえに来ている点にある。HBM、DDR5、MRDIMM、SOCAMM、eSSD、HBF、XL-FLASHは、余った時に買えばよい部品ではなく、GPUクラスタ、推論サービス、AIストレージ、RAG基盤の稼働率を決める戦略部材になって","quote_start":2,"quote_end":160,"text_sha256":"4e35909f31d5c22d149bd1fb354c915fc332952a2afd9c1736690f2590a798f4","block_sha256":"4e35909f31d5c22d149bd1fb354c915fc332952a2afd9c1736690f2590a798f4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_0203e890-9e36-4e31-81de-01720389e386"},{"id":"occ_fbc9bafb8b41a8362bf6a37c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_094b8189-a007-4428-a309-34a31ca11e60","section_id":"sec_41bae2ab-2bf6-443b-9962-4d1083fe8935","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"は「メモリ企業が高くなるか」だけではありません。AIがどの階層の記憶を必要とし、その供給枠を誰が握るのかです。HBMだけでなく、DRAM、NAND、契約、政治リスクまで含めて見た時、メモリは単なる部品ではなく、AIインフラの速度を決める門になります。","quote_start":10,"quote_end":135,"text_sha256":"642f45b263ae7c7c05fe4c3b1b375a4a14c9a721b6b64abc098cca68353d2b9f","block_sha256":"642f45b263ae7c7c05fe4c3b1b375a4a14c9a721b6b64abc098cca68353d2b9f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_094b8189-a007-4428-a309-34a31ca11e60"},{"id":"occ_d3a9c2c7f0fcbdb577a84c40","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_16f6e3de-43cc-4862-9ab7-72e415478ede","section_id":"sec_84a5f789-2837-4ccb-ac8e-0c5014df6eff","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM需要が爆発し、AIサーバー向けの収益性が高く、顧客がLTAや前払いまで受け入れているなら、メモリメーカーが独立にHBMやサーバーDRAMへ生産を振り向けるのは経済合理的だからだ。","quote_start":0,"quote_end":92,"text_sha256":"4d568df0744f47f843ff1fb616ff14f55335c0190cdd704580b71d06da6aaa84","block_sha256":"4d568df0744f47f843ff1fb616ff14f55335c0190cdd704580b71d06da6aaa84","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_16f6e3de-43cc-4862-9ab7-72e415478ede"},{"id":"occ_f12feb3bdfdc844e5e5d1951","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_1bd74e1d-e0f0-4f59-8b41-c94b149961b3","section_id":"sec_3d41b7ba-992d-4701-91b4-e146aaa1aaa7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":55,"end":58,"exact":"HBM","quote":"KioxiaとSanDiskは、Samsung/SK hynix/Micronとは少し違う。\n彼らはDRAM/HBM企業ではなく、NAND特化のAIストレージ企業である。","quote_start":0,"quote_end":85,"text_sha256":"85c5085dc33a367366f5fa9cfe218135cbb55d13e9dbf5920793c109bf7d46ab","block_sha256":"85c5085dc33a367366f5fa9cfe218135cbb55d13e9dbf5920793c109bf7d46ab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_1bd74e1d-e0f0-4f59-8b41-c94b149961b3"},{"id":"occ_dd614e5182a996e5595da49a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_1e9882de-3912-4aab-b2a1-ff27d59daedf","section_id":"sec_2e93b114-2444-4125-b98e-179d333fbf7d","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"これは非常に重要である。\nHBMは大量の先端DRAMウェハを消費するにもかかわらず、出荷ビット量としては通常DRAMほど増えない。つまり、HBMが増えるほど、DDR5、RDIMM、MRDIMM、SOCAMM、LPDDR、DDR4など","quote_start":0,"quote_end":116,"text_sha256":"10bfc87e5f1d132b7c24ea3507faaa4d2c385a545307308969544f62d15a6a4e","block_sha256":"10bfc87e5f1d132b7c24ea3507faaa4d2c385a545307308969544f62d15a6a4e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_1e9882de-3912-4aab-b2a1-ff27d59daedf"},{"id":"occ_7e808174a07e1ef70daa3b45","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_1eadad72-3669-43f4-b8d3-70e290c56000","section_id":"sec_b0718de1-321b-48fe-a9e5-82a6a031bcc1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":575,"end":578,"exact":"HBM","quote":"BF | AI推論用高速Flash階層 | QLC比10〜30倍 | サンプル段階 | 採用次第で急拡大 | HBM補完層 |","quote_start":520,"quote_end":583,"text_sha256":"0cf16416848feb1e741931cd5914aa38e5316a8c4013dceaf0415372dfdb15b8","block_sha256":"0cf16416848feb1e741931cd5914aa38e5316a8c4013dceaf0415372dfdb15b8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_1eadad72-3669-43f4-b8d3-70e290c56000"},{"id":"occ_9a3021976662dcf719f83034","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_1eeee5ce-1278-4b7c-8841-1a0620bfd78e","section_id":"sec_7f61f3c0-f804-4efc-b616-f9dce5d8a9c6","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":66,"end":69,"exact":"HBM","quote":"三家 | Kioxia / SanDisk |\n| :--- | :--- | :--- |\n| 主戦場 | HBM、DDR5、MRDIMM、SOCAMM、DRAM、eSSD | TLC/QLC eSSD、XL-FLASH、HBF |\n| 最大の利益源 | HBMとサーバーDRAM | AI推論ストレージと高付加価","quote_start":11,"quote_end":169,"text_sha256":"ef04a458decaa56b3651e5bb3a5ea628f2432b6cbb38e014b8d01363a90e287b","block_sha256":"ef04a458decaa56b3651e5bb3a5ea628f2432b6cbb38e014b8d01363a90e287b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_1eeee5ce-1278-4b7c-8841-1a0620bfd78e"},{"id":"occ_8f0127afd313256cc4fe77e0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_27593fa9-e84e-4b11-8c6e-99ebb445611e","section_id":"sec_e57b77a5-b2fd-4f70-9f0a-faf92937618a","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM","HBM4E"],"evidence":{"text_basis":"markdown","start":13,"end":18,"exact":"HBM4E","quote":"この答えが見えてくるのは、HBM4E/HBM5、DDR5/MRDIMM/SOCAMM、QLC eSSD、HBF/XL-FLASHの2028年契約価格と供給状況が明らかになる時である。\n主な根拠メモ\n[A] NVIDIAはFY2027 Q","quote_start":0,"quote_end":118,"text_sha256":"15d6618389dcfc41452d78162e1da65e9ddd9a17ed9dabcbdd70447d76e630e7","block_sha256":"15d6618389dcfc41452d78162e1da65e9ddd9a17ed9dabcbdd70447d76e630e7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_27593fa9-e84e-4b11-8c6e-99ebb445611e"},{"id":"occ_34a33380c3993d3699a242b3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_2c525017-f6fc-4e16-bf14-10423d6c58e3","section_id":"sec_228d3d78-5969-4ec8-be32-9eb31c0c65ba","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":127,"end":130,"exact":"HBM","quote":"ーク級。2028年に価格正常化。ただしAI向けが下支え | 約3,200億ドル |\n| 不足継続シナリオ | HBM、DDR5、MRDIMM、SOCAMM、eSSD、QLC NAND不足が継続 | 約5,900億ドル |\n| サイクル下落シナリオ | 2027年ピーク後、2028年に供給増・在庫反動 | 約1,65","quote_start":72,"quote_end":230,"text_sha256":"686466a858b245c5935dda750ad6620918e8111bbc4d591bb5e3df987fe197d5","block_sha256":"686466a858b245c5935dda750ad6620918e8111bbc4d591bb5e3df987fe197d5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_2c525017-f6fc-4e16-bf14-10423d6c58e3"},{"id":"occ_c34bb1cbac7c9b370986b43d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_35c35bed-bca5-4562-a229-10781c87292d","section_id":"sec_b71906f7-9849-4209-8f85-69360862d6f0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"ここで整理すると、メモリ御三家はHBMとサーバーDRAM、Kioxia/SanDiskはAI推論ストレージと高付加価値NANDという役割分担になる。","quote_start":0,"quote_end":74,"text_sha256":"29e72b46876cb966da34ab73fefed212f170f0bc3e7e802ccd04c20915607fa8","block_sha256":"29e72b46876cb966da34ab73fefed212f170f0bc3e7e802ccd04c20915607fa8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_35c35bed-bca5-4562-a229-10781c87292d"},{"id":"occ_312cb9af86c3c60d930aff2b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_420cdaf3-bc15-482e-83fc-cf4dd0a9fdbf","section_id":"sec_2e93b114-2444-4125-b98e-179d333fbf7d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM不足\n→ 先端DRAMウェハ不足\n→ サーバーDDR5/RDIMM/MRDIMM不足\n→ 通常DDR5/DDR4不足\n→ DDR3や成熟DRAMへの仕様ダウングレード\n→ DRAM全体のASP上昇","quote_start":0,"quote_end":101,"text_sha256":"5a898d2a9e832a035afdb99c06f3bc5025bb34dd8f0c550817427c65ff9d657e","block_sha256":"5a898d2a9e832a035afdb99c06f3bc5025bb34dd8f0c550817427c65ff9d657e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_420cdaf3-bc15-482e-83fc-cf4dd0a9fdbf"},{"id":"occ_f8f4d8e053d3918597493747","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_42b6abbe-f45b-4e22-b29b-062669195ff1","section_id":"sec_84a5f789-2837-4ccb-ac8e-0c5014df6eff","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"、SK hynix、Micronに対して、米国でDRAM価格固定をめぐる集団訴訟が提起された。訴状では、3社がHBMへのシフトを口実にDDR3/DDR4供給を絞り、通常DRAM価格を押し上げたと主張されている。ただし、現時点ではあくまで提訴段階であり、違法行為が認定されたわけではない。過去の類似訴訟では、明示的な合","quote_start":10,"quote_end":168,"text_sha256":"8b8fd4f944a3558ea73d9160686f8ea17c33b09dc4783703f234801ee4a83040","block_sha256":"8b8fd4f944a3558ea73d9160686f8ea17c33b09dc4783703f234801ee4a83040","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_42b6abbe-f45b-4e22-b29b-062669195ff1"},{"id":"occ_a045dcb84dc0fc5da3b899fb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_497d79fc-215c-4802-9b19-020326392ac9","section_id":"sec_2e93b114-2444-4125-b98e-179d333fbf7d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"今回のメモリ相場は、単なる在庫循環ではない。中心にあるのは、HBMによる先端DRAMウェハの吸収である。","quote_start":0,"quote_end":52,"text_sha256":"17b354ab9063a8ad3a65d8039494b57caeb917ce7f076997e909283faae2c231","block_sha256":"17b354ab9063a8ad3a65d8039494b57caeb917ce7f076997e909283faae2c231","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_497d79fc-215c-4802-9b19-020326392ac9"},{"id":"occ_73d3b52312bef8d05aac9c54","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_4e95c872-d09a-4045-9332-51ed869e684f","section_id":"sec_2e93b114-2444-4125-b98e-179d333fbf7d","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"TrendForceによれば、主要3社におけるHBM向けウェハ投入比率は、2025年末18%、2026年末22%、2027年末30%へ上昇する。一方で、HBMのビット供給比率はそれぞれ8%、9%、13%にとどまる[F]。","quote_start":0,"quote_end":110,"text_sha256":"5f2e81029343ed68d4a4727d26ea1a6e56edb210254cc861148accb6ba15985f","block_sha256":"5f2e81029343ed68d4a4727d26ea1a6e56edb210254cc861148accb6ba15985f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_4e95c872-d09a-4045-9332-51ed869e684f"},{"id":"occ_bd6c5a3ebc5572469d18900a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_550a80a1-edff-498c-923a-1cab701a5536","section_id":"sec_f8fe734f-cddf-48c7-82c5-32e488b9f0b7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":15,"end":20,"exact":"HBM4E","quote":"シナリオB：不足継続シナリオ\nHBM4E、HBM5、DDR5、MRDIMM、SOCAMM、eSSD、QLC NANDが2028年以降も不足し続ける。","quote_start":0,"quote_end":74,"text_sha256":"027911263d298f3ab2dae638b55008a35c835319dfdb33593882395aef05b511","block_sha256":"027911263d298f3ab2dae638b55008a35c835319dfdb33593882395aef05b511","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_550a80a1-edff-498c-923a-1cab701a5536"},{"id":"occ_9e770df421f8b4435c5bc02c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_5e7bfc98-178f-4b9c-afd2-054e94139c66","section_id":"sec_c8c32ee0-dbf7-4571-aef3-50d8a38741ae","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"この問いは、HBM、DRAM、NAND、eSSD、HBF、XL-FLASHの需給に、LTAという新しい論点を加えて考える必要がある。","quote_start":0,"quote_end":66,"text_sha256":"dbc8dedafbffa8830342058726593fb6c81652bb778823910ce06dd729d5f272","block_sha256":"dbc8dedafbffa8830342058726593fb6c81652bb778823910ce06dd729d5f272","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_5e7bfc98-178f-4b9c-afd2-054e94139c66"},{"id":"occ_7815c4c56e690f79607d4695","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_6913e8f2-2264-47ce-8ae9-c686dc8a6509","section_id":"sec_591f3a03-0299-42b3-8432-d81b0dcf6642","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":90,"end":93,"exact":"HBM","quote":"ちである。KioxiaとSanDiskは、より深い地下に大容量の書庫を掘る者たちである。人々はそれをDRAM、HBM、NAND、eSSDと呼ぶ。だが私には、計算する文明が、自らの記憶器官を拡張しているように見える。","quote_start":35,"quote_end":142,"text_sha256":"d6fe6a2f4b3ba6af3a5fd112e399de105f5df02dee2347c9605305cf4af4dfc9","block_sha256":"d6fe6a2f4b3ba6af3a5fd112e399de105f5df02dee2347c9605305cf4af4dfc9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_6913e8f2-2264-47ce-8ae9-c686dc8a6509"},{"id":"occ_df8a6a7bed9587ee4bbbfd7d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_6d4f10ae-bef2-4a94-9ec9-78423ad1f8d5","section_id":"sec_d83cfa43-a072-4293-94a9-74d191083457","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM4E","quote":"HBM4E、HBM5、DDR5、MRDIMM、SOCAMM、eSSD、QLC NAND、HBF、XL-FLASHが同時に伸びる。","quote_start":0,"quote_end":64,"text_sha256":"eeda719db6ac413e08fb2b37b025b302d2171c337c238569fb88a0d606dee638","block_sha256":"eeda719db6ac413e08fb2b37b025b302d2171c337c238569fb88a0d606dee638","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_6d4f10ae-bef2-4a94-9ec9-78423ad1f8d5"},{"id":"occ_c67c190218aad695f0fabea4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_76dff0c2-d3ca-4d78-b154-ccd3744c10e4","section_id":"sec_41bae2ab-2bf6-443b-9962-4d1083fe8935","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"GPUは考えるための炉です。けれど、炉だけではAIは動きません。すぐ隣にHBMがあり、その外側にサーバーDRAMがあり、さらにeSSD、QLC NAND、HBF、XL-FLASHが広がる。推論が長文化し、エージェントが履歴を持ち、RAGが企業データを抱えるほど、記憶の階層は深く","quote_start":0,"quote_end":139,"text_sha256":"ab1c3953d45ee4e1f4155068f87bd6060d2d161adc2b56212352c62b4403ecf6","block_sha256":"ab1c3953d45ee4e1f4155068f87bd6060d2d161adc2b56212352c62b4403ecf6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_76dff0c2-d3ca-4d78-b154-ccd3744c10e4"},{"id":"occ_b0b1ea57df308684fd3cb185","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_7727e126-3da9-4bd5-8e69-64206c343f6a","section_id":"sec_b0718de1-321b-48fe-a9e5-82a6a031bcc1","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"HBFとXL-FLASHは、HBMの完全代替ではない。\nHBMは演算直結の超低レイテンシDRAMである。\nHBF/XL-FLASHは、モデル重み、巨大ベクトルDB、RAG、KV cache、頻繁な小ブロック読み出しをGPU近傍に置くた","quote_start":0,"quote_end":117,"text_sha256":"bc17269a71c2241c8ee7592e7ced285402c5115e30e5a78626986559ba9c094f","block_sha256":"bc17269a71c2241c8ee7592e7ced285402c5115e30e5a78626986559ba9c094f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_7727e126-3da9-4bd5-8e69-64206c343f6a"},{"id":"occ_479fd2b11cfbcb31621f45ac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_77d0549a-7a26-4076-908f-e1fdd5c6e3f1","section_id":"sec_e57b77a5-b2fd-4f70-9f0a-faf92937618a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは先端DRAMウェハを大量に消費する。\nAIサーバーDRAMはGPU/ASIC増加とともに伸びる。\neSSDはAI推論、RAG、KV cache、HDD代替で伸びる。\nNOR/SLC NANDは成熟品","quote_start":0,"quote_end":103,"text_sha256":"ccda25410ecec8be0a6fd74d78ae7561ea8dc0daa13edba5253bbf7cd900e643","block_sha256":"ccda25410ecec8be0a6fd74d78ae7561ea8dc0daa13edba5253bbf7cd900e643","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_77d0549a-7a26-4076-908f-e1fdd5c6e3f1"},{"id":"occ_82a6bbca5b1bde09551ced55","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_93721fa2-422d-4533-a3b8-392c2a9c97f2","section_id":"sec_c4e9f6b6-c1d5-4227-839e-6b8fc2cc4f9f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":127,"end":130,"exact":"HBM","quote":"イクル\n  AI需要が長期化する\n  ↓\n顧客が供給枠をLTAで押さえる\n  ↓\nメーカーが先端DRAM / HBM / eSSDへ能力を振り向ける\n  ↓\n通常DRAMや成熟NANDまで供給が締まる\n  ↓\nサイクルの谷が浅くなる可能性が出る\n```","quote_start":72,"quote_end":198,"text_sha256":"5f21a8caa073eafc29e770db241d5bc005ff0418dfa2dafc34ca38695b1c1d0a","block_sha256":"5f21a8caa073eafc29e770db241d5bc005ff0418dfa2dafc34ca38695b1c1d0a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_93721fa2-422d-4533-a3b8-392c2a9c97f2"},{"id":"occ_0db4a464f27f4e7816dfc0ff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_9cddcb6f-6557-4f9d-8802-da7e41a93d96","section_id":"sec_f7f7d5d0-ccb3-4254-85ec-77fba0681b01","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"KioxiaはDRAM企業ではない。SanDiskもHBM企業ではない。","quote_start":0,"quote_end":36,"text_sha256":"568a04561f649e3d38414b15bc591254e6b9ec7fe2f9e78acad457b445f0556b","block_sha256":"568a04561f649e3d38414b15bc591254e6b9ec7fe2f9e78acad457b445f0556b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_9cddcb6f-6557-4f9d-8802-da7e41a93d96"},{"id":"occ_8627067e1387af46fe3bf65d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_a7d7cea4-b099-4778-8f9a-91074102459b","section_id":"sec_f8fe734f-cddf-48c7-82c5-32e488b9f0b7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":76,"end":79,"exact":"HBM","quote":"実際にはピーク利益で割安ではなかったという展開になる。\nただし、過去のメモリ不況のように完全赤字化するよりは、HBM、AIサーバーDRAM、eSSDが下支えして「高利益から中利益への調整」になる可能性が高い。","quote_start":21,"quote_end":125,"text_sha256":"fc99613bc23eac2cacdb165ae52321955e4df49027810f24fa83149982b20915","block_sha256":"fc99613bc23eac2cacdb165ae52321955e4df49027810f24fa83149982b20915","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_a7d7cea4-b099-4778-8f9a-91074102459b"},{"id":"occ_bd62a11dd11d2114f9becc65","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_b046eb9c-6e7f-48e4-b469-8bdad5cf1c31","section_id":"sec_c4e9f6b6-c1d5-4227-839e-6b8fc2cc4f9f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":81,"end":84,"exact":"HBM","quote":"の価格」だけでは足りない。どれだけの売上がLTAやSCAで見えているか。価格下限があるのか。前払いがあるのか。HBM向けウェハ投入が通常DRAMをどれだけ削るのか。AI向けeSSDやHBFがNANDをどれだけ高付加価値化するのか。そこまで見ないと、利益の持続性を読めない。","quote_start":26,"quote_end":162,"text_sha256":"08e1ed4a09058ff6e11984d6a00a74546f1a8b4282171ea5e81d8018a9a125c7","block_sha256":"08e1ed4a09058ff6e11984d6a00a74546f1a8b4282171ea5e81d8018a9a125c7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_b046eb9c-6e7f-48e4-b469-8bdad5cf1c31"},{"id":"occ_cef8cd1554ef6473526c6df7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_b7cc015f-8e25-41ce-84d9-eb4f67a06182","section_id":"sec_560a0f2d-09fd-4c9d-b87b-e0dd5179caba","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"イン |\n| --- | --- |\n| DRAM/NAND価格 | 上昇率鈍化後に価格水準も崩れる |\n| HBM価格 | プレミアム縮小 |\n| 粗利率 | 高止まりから低下ガイダンスへ |\n| 在庫 | 顧客在庫・メーカー在庫の増加 |\n| CapEx | 2028年以降の供給過剰が意識される |\n| LTA","quote_start":10,"quote_end":168,"text_sha256":"2be2b4903d68fc259524ff65861cfc79622485f4562b5f3c5679262a7bf26ca9","block_sha256":"2be2b4903d68fc259524ff65861cfc79622485f4562b5f3c5679262a7bf26ca9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_b7cc015f-8e25-41ce-84d9-eb4f67a06182"},{"id":"occ_dfd534329d8f305b8d7df55b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_b8037512-2656-449f-a837-0783339b6871","section_id":"sec_0c733f99-60cb-4cda-aa9e-532835f7a262","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":131,"end":134,"exact":"HBM","quote":"る[I]。これは「データセンターがSLC NANDを食っている」という意味ではなく、主要メーカーが高付加価値のHBM、先進3D NAND、eSSDへ能力を振り向けた結果、成熟品の供給が削られたという意味である。","quote_start":76,"quote_end":181,"text_sha256":"4bad0bc6eab1410511d72fc24a99dbb5c08a613c7c00541609b64043f58b8ca7","block_sha256":"4bad0bc6eab1410511d72fc24a99dbb5c08a613c7c00541609b64043f58b8ca7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_b8037512-2656-449f-a837-0783339b6871"},{"id":"occ_45e65b337c4615bc57a1835b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_c0b21569-07e6-4c6c-88a2-fce590a4842c","section_id":"sec_f18d36bb-c208-4675-9c24-503273bd7411","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM・DRAM・NAND不足、Kioxia/SanDiskの1兆ドルシナリオまで","quote_start":0,"quote_end":41,"text_sha256":"6d96becea866b8b67b864084ec72fc5a8b80d9d6098244ba7b87c76a3877f354","block_sha256":"6d96becea866b8b67b864084ec72fc5a8b80d9d6098244ba7b87c76a3877f354","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_c0b21569-07e6-4c6c-88a2-fce590a4842c"},{"id":"occ_1fd16c0b6a9aafaf640fa665","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_c16a4a23-fee3-40b8-9cdb-46acfaf0bd75","section_id":"sec_2bb0f532-0df4-4177-8cf1-c3c0fd383a18","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"LTAで将来需要が見える。顧客が長期契約と前払いを受け入れる。HBMと先端DRAMの供給枠に価値が付く。その状態で米国市場から資金を調達する。そしてEUV、HBM、先端パッケージングに前倒しで投資する。","quote_start":0,"quote_end":101,"text_sha256":"781fb85d56ac3d8f1c8ddfa9a50d0678e035345cddf453f71d42e567ab0496eb","block_sha256":"781fb85d56ac3d8f1c8ddfa9a50d0678e035345cddf453f71d42e567ab0496eb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_c16a4a23-fee3-40b8-9cdb-46acfaf0bd75"},{"id":"occ_f65c9e94b249532b98fc239c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_d3c2401f-3633-421f-b914-8af40d838e88","section_id":"sec_45d22746-c003-4347-9c07-5d3e31f09f10","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":64,"end":67,"exact":"HBM","quote":"は起こり得る。2028年以降、新ファブやEUV投資が効き始めれば、価格上昇率は鈍化する。顧客在庫の反動もある。HBMプレミアムが縮小する可能性もある。","quote_start":9,"quote_end":84,"text_sha256":"4cdc86764ce25b1914d6ffdfa2e03624e7a9591edd08df1e63acb87fd51e64c7","block_sha256":"4cdc86764ce25b1914d6ffdfa2e03624e7a9591edd08df1e63acb87fd51e64c7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_d3c2401f-3633-421f-b914-8af40d838e88"},{"id":"occ_44edfe25533dc8e94cbc364c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_deffc262-8057-4c39-8f48-f7ffb1c19c5b","section_id":"sec_c0bb3833-d50b-46e7-8762-2ced2d53f7c3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":57,"end":60,"exact":"HBM","quote":"4〜5兆ドル企業シナリオの核心は、単年度の利益爆発ではなく、2028年以降も高利益が残るかどうかである。\n- HBMは先端DRAMウェハを大量に消費し、通常DRAM、サーバーDRAM、成熟DRAMの供給にも波及する。\n- NAND側は、TLC/QLC eSSD、HBF、XL-FLASHがAI推論ストレージとして評価","quote_start":2,"quote_end":160,"text_sha256":"a7af79c2f9208ef53b82e45d800de4ac8be501707a0b6a092ee5059799dd3848","block_sha256":"a7af79c2f9208ef53b82e45d800de4ac8be501707a0b6a092ee5059799dd3848","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_deffc262-8057-4c39-8f48-f7ffb1c19c5b"},{"id":"occ_914edce51e6d81d38584f54c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_ebfe2b37-e164-440c-967e-13419c183617","section_id":"sec_f7f7d5d0-ccb3-4254-85ec-77fba0681b01","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"DRAM/HBMの話だけではない。","quote_start":0,"quote_end":17,"text_sha256":"490ccc1c8b408b068729f5a90947af01e44219bc8089d14baf10ec4a76bddf7c","block_sha256":"490ccc1c8b408b068729f5a90947af01e44219bc8089d14baf10ec4a76bddf7c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_ebfe2b37-e164-440c-967e-13419c183617"},{"id":"occ_8713af7eb31a34aa6c3fcffc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309","block_id":"blk_f1879b6b-b519-499d-ac6e-7f66a04460b3","section_id":"sec_b71906f7-9849-4209-8f85-69360862d6f0","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":63,"end":66,"exact":"HBM","quote":"モリ御三家 | Kioxia / SanDisk |\n| --- | --- | --- |\n| 主戦場 | HBM、DDR5、MRDIMM、SOCAMM、DRAM、eSSD | TLC/QLC eSSD、XL-FLASH、HBF |\n| 最大の利益源 | HBMとサーバーDRAM | AI推論ストレージと高付加価","quote_start":8,"quote_end":166,"text_sha256":"16ae4ce6d37354ccd10dab5b9b1722bc74f4fb27c96318de31ac2f31f90df392","block_sha256":"16ae4ce6d37354ccd10dab5b9b1722bc74f4fb27c96318de31ac2f31f90df392","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_17972011-3c15-4377-a2ea-f36af8fa6c2f/#blk_f1879b6b-b519-499d-ac6e-7f66a04460b3"},{"id":"occ_493493c0b2faea82a0211e58","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_20f6e19f-c172-4e63-83ab-04729ac80c82","work_id":"wrk_ae883f23-4159-4408-941d-addc931dbce4","block_id":"blk_00b02ac6-a278-4542-bccf-4e01b4f6162c","section_id":"sec_08e56f35-55d9-4c19-bda4-d172c74a6d29","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"**AIDC＝GPU＋HBM＋CPU＋DDR＋NAND＋Network＋大量の仮想コンピュータ**","quote_start":0,"quote_end":49,"text_sha256":"37ed4409d81d8f5655ddb4ce2daa5c35e211f69743ea3d452eb6d59a4605cbe2","block_sha256":"37ed4409d81d8f5655ddb4ce2daa5c35e211f69743ea3d452eb6d59a4605cbe2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_20f6e19f-c172-4e63-83ab-04729ac80c82/#blk_00b02ac6-a278-4542-bccf-4e01b4f6162c"},{"id":"occ_eb6360b2ad79aa76d46d91fe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_20f6e19f-c172-4e63-83ab-04729ac80c82","work_id":"wrk_ae883f23-4159-4408-941d-addc931dbce4","block_id":"blk_072f1e99-94f6-42c9-b092-129619c920b6","section_id":"sec_4971987d-a252-48f5-ac1e-63fd6f83e8b0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM → DDR → NAND**","quote_start":0,"quote_end":20,"text_sha256":"89b5640ec0758e20f05f7e4b427ec671c1c34025984a2f4d3c0b9bffcaa7008a","block_sha256":"89b5640ec0758e20f05f7e4b427ec671c1c34025984a2f4d3c0b9bffcaa7008a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_20f6e19f-c172-4e63-83ab-04729ac80c82/#blk_072f1e99-94f6-42c9-b092-129619c920b6"},{"id":"occ_c1fcd66d240c1eeb23134502","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_20f6e19f-c172-4e63-83ab-04729ac80c82","work_id":"wrk_ae883f23-4159-4408-941d-addc931dbce4","block_id":"blk_2260951c-414e-4392-aaab-71e8717e5f96","section_id":"sec_d4de3774-602d-489c-ba95-de046e60c3da","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"だからGPUとHBMが重要になった。","quote_start":0,"quote_end":18,"text_sha256":"d04ed4a25a10f971536170c3a5f778989c20b1043769b03cd79d592f475f28ce","block_sha256":"d04ed4a25a10f971536170c3a5f778989c20b1043769b03cd79d592f475f28ce","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_20f6e19f-c172-4e63-83ab-04729ac80c82/#blk_2260951c-414e-4392-aaab-71e8717e5f96"},{"id":"occ_a43660692fda954aa8a8ff2c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_20f6e19f-c172-4e63-83ab-04729ac80c82","work_id":"wrk_ae883f23-4159-4408-941d-addc931dbce4","block_id":"blk_322690ce-3aef-4209-866b-05d8a842854b","section_id":"sec_a97c7af2-1f1d-400f-af9d-578efa7883eb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"ここには推論用GPU、TPU、AI ASIC、HBMを含めていない。","quote_start":0,"quote_end":34,"text_sha256":"ef0b3663ba452a63277c679c27c5ce005e61827fb51e4ecf55dbde68631ef369","block_sha256":"ef0b3663ba452a63277c679c27c5ce005e61827fb51e4ecf55dbde68631ef369","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_20f6e19f-c172-4e63-83ab-04729ac80c82/#blk_322690ce-3aef-4209-866b-05d8a842854b"},{"id":"occ_d8f5da4cad8b644d14392c62","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_20f6e19f-c172-4e63-83ab-04729ac80c82","work_id":"wrk_ae883f23-4159-4408-941d-addc931dbce4","block_id":"blk_5fe6d5e0-daa6-442f-86ca-d69adf5dee11","section_id":"sec_08e56f35-55d9-4c19-bda4-d172c74a6d29","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"**AIDC＝GPU＋HBM**","quote_start":0,"quote_end":16,"text_sha256":"fb5f39f8490e6d11b79b8206a69ca59603a402371ee2ca4128f017b535d7acaf","block_sha256":"fb5f39f8490e6d11b79b8206a69ca59603a402371ee2ca4128f017b535d7acaf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_20f6e19f-c172-4e63-83ab-04729ac80c82/#blk_5fe6d5e0-daa6-442f-86ca-d69adf5dee11"},{"id":"occ_cd54a6a7804e6e202aac761c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_20f6e19f-c172-4e63-83ab-04729ac80c82","work_id":"wrk_ae883f23-4159-4408-941d-addc931dbce4","block_id":"blk_6971d7d9-1ce4-4220-86b7-6c2db7793ca3","section_id":"sec_cddcd6d5-1d2c-4906-99e5-e0594c1f5e08","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"**GPU／ASIC＋HBM＝AI**","quote_start":0,"quote_end":19,"text_sha256":"df542150c33ab6b3579d135c1507bae09d353d9f22b9bf8861d223da38a3fc7b","block_sha256":"df542150c33ab6b3579d135c1507bae09d353d9f22b9bf8861d223da38a3fc7b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_20f6e19f-c172-4e63-83ab-04729ac80c82/#blk_6971d7d9-1ce4-4220-86b7-6c2db7793ca3"},{"id":"occ_e5dc229d5db11863af4e8dfb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_20f6e19f-c172-4e63-83ab-04729ac80c82","work_id":"wrk_ae883f23-4159-4408-941d-addc931dbce4","block_id":"blk_cf062ef6-182b-47ab-98cf-bde59a3c99c9","section_id":"sec_9fb3fe84-03b6-4b9f-bd8a-0afb7877649f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"したがってAgent時代は、HBMだけでなく、","quote_start":0,"quote_end":23,"text_sha256":"a26fa1c079ea8592678c7047a6e8700104cbcb19b6fafad79e5516cd16df4bc7","block_sha256":"a26fa1c079ea8592678c7047a6e8700104cbcb19b6fafad79e5516cd16df4bc7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_20f6e19f-c172-4e63-83ab-04729ac80c82/#blk_cf062ef6-182b-47ab-98cf-bde59a3c99c9"},{"id":"occ_327566601bf1552bae34c940","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_20f6e19f-c172-4e63-83ab-04729ac80c82","work_id":"wrk_ae883f23-4159-4408-941d-addc931dbce4","block_id":"blk_f9f97148-b42b-49a8-b3d0-77d352050ec1","section_id":"sec_a97c7af2-1f1d-400f-af9d-578efa7883eb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"つまり実際のAIDCではこの下にさらに、  \nGPU / ASIC  \nHBM  \nScale-up network  \nScale-out Ethernet  \nOptical  \nPower  \nCooling  \nが乗る。","quote_start":0,"quote_end":114,"text_sha256":"537c50d668ddf35d36a43af1b121b52565a7d240312a681957209cc26c6c543c","block_sha256":"537c50d668ddf35d36a43af1b121b52565a7d240312a681957209cc26c6c543c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_20f6e19f-c172-4e63-83ab-04729ac80c82/#blk_f9f97148-b42b-49a8-b3d0-77d352050ec1"},{"id":"occ_2aa0538ac1992756a1956249","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_214b9034-b7c9-47c2-b4c9-4fc2638813c2","work_id":"wrk_9749f686-e40c-44ba-b4bb-ffa5b232f684","block_id":"blk_4799107e-0acb-4bb7-bb32-736dc4abf856","section_id":"sec_20315467-67c2-46d8-906a-fafa79c9d43b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_214b9034-b7c9-47c2-b4c9-4fc2638813c2/#blk_4799107e-0acb-4bb7-bb32-736dc4abf856"},{"id":"occ_a184501375d6ab38e31bbe93","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_214b9034-b7c9-47c2-b4c9-4fc2638813c2","work_id":"wrk_9749f686-e40c-44ba-b4bb-ffa5b232f684","block_id":"blk_d74f1972-fcbd-4ad2-b24b-8a3840eed46f","section_id":"sec_4b71eefb-2a25-4362-8359-37bff46edc09","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"AI半導体の話になると、GPU、HBM、先端パッケージ、光通信が主役になりやすい。","quote_start":0,"quote_end":41,"text_sha256":"ab74bb160a104fd57f0d70bc096eb39ece472b6210b5535cfde4c97c7534e9e6","block_sha256":"ab74bb160a104fd57f0d70bc096eb39ece472b6210b5535cfde4c97c7534e9e6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_214b9034-b7c9-47c2-b4c9-4fc2638813c2/#blk_d74f1972-fcbd-4ad2-b24b-8a3840eed46f"},{"id":"occ_95883e990201ef2aa68c660c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_0178ecf8-0eae-413b-ae11-71ad0f79b0a9","section_id":"sec_3f58f3fe-6927-47ee-abe3-46b88d8d9296","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":68,"end":71,"exact":"HBM","quote":"イズ源\n\nGPU / ASICの急峻な負荷変動\nVRM / PoLの高速スイッチング\nPSUのAC-DC変換\nHBMアクセス\nSerDes / NICの高速通信\n光トランシーバ周辺の電源リップル\nファン・ポンプ・液冷制御系\n```","quote_start":13,"quote_end":128,"text_sha256":"136f4c4b10f2851c4de4b2fe73cc2f6e5be6509dcda5ae9486e672818271b392","block_sha256":"136f4c4b10f2851c4de4b2fe73cc2f6e5be6509dcda5ae9486e672818271b392","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_0178ecf8-0eae-413b-ae11-71ad0f79b0a9"},{"id":"occ_31f3de4c29adb5649f95e6ee","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_0dce4044-5ef8-46ae-8753-b912120d8ca1","section_id":"sec_4519dde8-3e9e-41c9-b11a-73e9726fec69","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"```\nGPU負荷変動\n\n待機\n  ↓\n行列演算\n  ↓\nHBMアクセス\n  ↓\nGPU間通信\n  ↓\n再び行列演算\n\nこのたびに電流需要が急変する\n```","quote_start":0,"quote_end":78,"text_sha256":"d4360f56b8055b9d4b7757a07226344f95d5dca2867e69acbe541171bc664bc6","block_sha256":"d4360f56b8055b9d4b7757a07226344f95d5dca2867e69acbe541171bc664bc6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_0dce4044-5ef8-46ae-8753-b912120d8ca1"},{"id":"occ_b3803029381a3220196dcb34","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_12bcc92a-4e04-4911-ae7b-9723f8246d4e","section_id":"sec_1a3e1d7e-64d1-4333-94a1-52e48571f608","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"AIサーバーは、GPU/ASIC/HBMが巨大な電力を食います。しかしチップ自体は1V前後、場合によっては1V未満の低電圧で動きます。","quote_start":0,"quote_end":67,"text_sha256":"00cda55522c0bb3e38a74998731eea1f1d35df4379498b092007d77cd5f8ac04","block_sha256":"00cda55522c0bb3e38a74998731eea1f1d35df4379498b092007d77cd5f8ac04","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_12bcc92a-4e04-4911-ae7b-9723f8246d4e"},{"id":"occ_b3361141866fe326c24d522b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_1c725d2a-4df8-436a-be60-65e047615066","section_id":"sec_054261cf-e708-4987-ad8b-f5af9aa5aa8e","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"```\nEMI対策不足\n  ↓\n電源ラインに高周波ノイズ\n  ↓\nGPU / HBM / NICの電源品質悪化\n  ↓\nクロックジッター増加\n  ↓\nSerDes / 光通信の信号品質低下\n  ↓\nビットエラー、再送、性能低下\n  ↓\nシステム信頼性低下\n```","quote_start":0,"quote_end":131,"text_sha256":"dae0e9eea797b172b90791cbf855661b2b635749bc6047964861db6cb1e4f7d1","block_sha256":"dae0e9eea797b172b90791cbf855661b2b635749bc6047964861db6cb1e4f7d1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_1c725d2a-4df8-436a-be60-65e047615066"},{"id":"occ_d2828a47978b07f269f7c839","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_3adf0a87-69bc-44ac-8859-c84a9e1cc36c","section_id":"sec_86c1919f-6866-4ee8-b7b8-4671fdd55cf1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"特にGPU/ASIC/HBMの直近では、MLCCは「最後の電源安定化層」として働きます。GPUが心臓なら、MLCCは細胞の近くにある小さな電気ダムです。","quote_start":0,"quote_end":76,"text_sha256":"48c4c074a1c8a92e59ec941fdd65fe687bb74063771df8a3a91ef7cfe9b99fc3","block_sha256":"48c4c074a1c8a92e59ec941fdd65fe687bb74063771df8a3a91ef7cfe9b99fc3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_3adf0a87-69bc-44ac-8859-c84a9e1cc36c"},{"id":"occ_7b18c0e68da38214b505186d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_41f0fbde-93fc-4883-9097-b1cff46e04ab","section_id":"sec_4519dde8-3e9e-41c9-b11a-73e9726fec69","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"AIチップは、待機、行列演算、HBMアクセス、GPU間通信、All-Reduceなどの状態を高速に切り替えます。そのたびに、電流需要がナノ秒〜マイクロ秒級で変動します。","quote_start":0,"quote_end":84,"text_sha256":"131cc7f97a23e769edb313ee42c693d375a2489f5d3de053771899f743e147c1","block_sha256":"131cc7f97a23e769edb313ee42c693d375a2489f5d3de053771899f743e147c1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_41f0fbde-93fc-4883-9097-b1cff46e04ab"},{"id":"occ_0dabbc81eb2927c777836721","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_5e091e64-45d3-4655-877e-bc7750b7affb","section_id":"sec_64d46907-fe9b-4d9a-92a9-6e8389d81840","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"GPUやASICの近くでは、基板面積が限られています。周囲にはHBM、MLCC、電源IC、MOSFET、インダクタ、通信ICが密集します。その中で、インダクタだけが大きいと電源回路全体の面積が増えてしまいます。","quote_start":0,"quote_end":105,"text_sha256":"0c1bdc639b3c72bc259713cace1c4a18352268e1bd9e281631b24f9654165f27","block_sha256":"0c1bdc639b3c72bc259713cace1c4a18352268e1bd9e281631b24f9654165f27","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_5e091e64-45d3-4655-877e-bc7750b7affb"},{"id":"occ_67d1ed7526456e8e18769115","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_63e2ea73-c755-4dd8-9b66-5763a1c8f8ca","section_id":"sec_86c1919f-6866-4ee8-b7b8-4671fdd55cf1","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":92,"end":95,"exact":"HBM","quote":"V / 54V配電\n  ↓\n中間バスコンバータ\n  ↓\nVRM / PoL\n  ↓\nGPU / ASIC / HBM / CPU / NIC\n```","quote_start":37,"quote_end":111,"text_sha256":"184e26135b9198df2e7d3bc0fa8b723b41d1c7c8126740c1074728f379bd967d","block_sha256":"184e26135b9198df2e7d3bc0fa8b723b41d1c7c8126740c1074728f379bd967d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_63e2ea73-c755-4dd8-9b66-5763a1c8f8ca"},{"id":"occ_2efa465678fafae4bbd3fb02","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_66e1873f-79df-457e-9634-c8e479063470","section_id":"sec_3f58f3fe-6927-47ee-abe3-46b88d8d9296","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"AIサーバーでは、GPU、ASIC、HBM、VRM、PoL電源、NIC、光トランシーバ、PSUなどが高速に動作します。これらはすべて、電流や電圧を高速に切り替えるため、電源ラインや信号ラインにノイズを発生させます。","quote_start":0,"quote_end":107,"text_sha256":"e3c1e7b7fe7379501d9b04d27abc882a01be46ee2b10d7197873ddbc672e2926","block_sha256":"e3c1e7b7fe7379501d9b04d27abc882a01be46ee2b10d7197873ddbc672e2926","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_66e1873f-79df-457e-9634-c8e479063470"},{"id":"occ_cda92a4c0cc7957db7adf3a4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_6c368a97-36d9-4d6a-a900-96e16fe1c40f","section_id":"sec_b007fc6f-4ac2-45f2-91ac-d6be4e9a20ea","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":162,"end":165,"exact":"HBM","quote":" MLCC\n  ├ バルクコンデンサ\n  └ EMI/ノイズ対策\n\n負荷側\n  └ GPU / ASIC / HBM\n```","quote_start":107,"quote_end":169,"text_sha256":"67233c86232b8150bf497ea645b4121346665be80af9fbd5e53102dea83c8f3a","block_sha256":"67233c86232b8150bf497ea645b4121346665be80af9fbd5e53102dea83c8f3a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_6c368a97-36d9-4d6a-a900-96e16fe1c40f"},{"id":"occ_e6300418a917101fa27e14e3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_7245a2b0-8d91-4599-8d30-050d97fbac0d","section_id":"sec_4519dde8-3e9e-41c9-b11a-73e9726fec69","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":87,"end":90,"exact":"HBM","quote":"**ほんの一瞬の電流不足を埋め、電圧の谷を浅くすること**です。AIサーバーではこの一瞬の電圧変動が、GPU、HBM、SerDes、NIC、光トランシーバの安定性に直結します。","quote_start":32,"quote_end":120,"text_sha256":"3871c4849b0f25f2faaf45901d32ac7a29852608fb373a73f478b2f4b578ba53","block_sha256":"3871c4849b0f25f2faaf45901d32ac7a29852608fb373a73f478b2f4b578ba53","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_7245a2b0-8d91-4599-8d30-050d97fbac0d"},{"id":"occ_2bd9c6114ba68944c608787f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_7bd66bcf-5c44-4b01-bbe9-232cc66cbed2","section_id":"sec_64d46907-fe9b-4d9a-92a9-6e8389d81840","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"```\nGPU/ASIC周辺\n\n[HBM] [MLCC] [VRM] [インダクタ]\n        [GPU / ASIC]\n[MLCC] [電源IC] [通信IC]\n```","quote_start":0,"quote_end":88,"text_sha256":"c7418ca0128f84d4a33b09e1e03dea478b732f9bf9d9ba5db0ded8ffbee4671a","block_sha256":"c7418ca0128f84d4a33b09e1e03dea478b732f9bf9d9ba5db0ded8ffbee4671a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_7bd66bcf-5c44-4b01-bbe9-232cc66cbed2"},{"id":"occ_6bcba8e3abe1cb9de2ba4a2f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_803b09ab-17ff-45ef-9d29-28149fe3a73b","section_id":"sec_5a819e5e-1450-401a-8eac-37f618f16faf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":82,"end":85,"exact":"HBM","quote":"いからといって重要度が低いわけではありません。MLCC、インダクタ、電源モジュール、EMIフィルタは、GPU/HBMを安定して動かすための**電源品質インフラ**です。これらが足りない、あるいは性能が不足すると、高価なGPUラックは安定稼働できません。","quote_start":27,"quote_end":153,"text_sha256":"9a658f07ddb3c59e5b0b4b57616409de4d7a44c75e08a20240cc783e17e5e647","block_sha256":"9a658f07ddb3c59e5b0b4b57616409de4d7a44c75e08a20240cc783e17e5e647","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_803b09ab-17ff-45ef-9d29-28149fe3a73b"},{"id":"occ_543f79d1b6723c4c14bc1ddf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_81409e0e-3cf8-42c1-9ad8-af568d683030","section_id":"sec_beefac95-90c8-4b0e-848b-b63e3498aef8","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"```\nAIDCの成長\n  =\nGPU/HBM\n  +\nNVLink/ネットワーク\n  +\nPCB/ABF\n  +\nMLCC\n  +\nインダクタ/EMI\n  +\n電源モジュール\n  +\n冷却\n  +\nBBU/UPS\n```","quote_start":0,"quote_end":111,"text_sha256":"a9dcb731b427c18c3dfc125625cbca971895897414f084c7ae7b4fa4bd3c2625","block_sha256":"a9dcb731b427c18c3dfc125625cbca971895897414f084c7ae7b4fa4bd3c2625","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_81409e0e-3cf8-42c1-9ad8-af568d683030"},{"id":"occ_da827e8f6b2a7326e97d607d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_8bc8e7a6-29b7-4d02-b6ab-19a493673f27","section_id":"sec_4519dde8-3e9e-41c9-b11a-73e9726fec69","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"AIデータセンターでMLCCが重要になる理由は、GPU/ASIC/HBMの電流需要が極端に激しくなるからです。","quote_start":0,"quote_end":55,"text_sha256":"223620448f4346d9f21db81d059a292b52d33a037af0604d12be765d7c5c0c44","block_sha256":"223620448f4346d9f21db81d059a292b52d33a037af0604d12be765d7c5c0c44","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_8bc8e7a6-29b7-4d02-b6ab-19a493673f27"},{"id":"occ_06dbe3c6c29a29335b1162fa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_8eafd901-4cd8-4000-98ce-1b31c6210403","section_id":"sec_8e513104-67bb-45ca-96e5-e0a33b57638f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":170,"end":173,"exact":"HBM","quote":"を緩和\n\n高周波特性\n  ↓\n高速スイッチング・光通信周辺で使いやすい\n\n低ノイズ\n  ↓\nSerDes / HBM / NICの信号品質を守る\n```","quote_start":115,"quote_end":191,"text_sha256":"7a91a45477911e10b7cde390d607419fef096ce9222e911cffc7e072f658a9db","block_sha256":"7a91a45477911e10b7cde390d607419fef096ce9222e911cffc7e072f658a9db","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_8eafd901-4cd8-4000-98ce-1b31c6210403"},{"id":"occ_f0e35e465b621883e6c1acf2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_b62ff78e-0ed6-4ba2-8e4c-9eb07e988871","section_id":"sec_da02eed6-e0b8-4b1c-b1c9-a1fffa765f03","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"MLCCのAIDC需要は、非常にわかりやすいです。GPU/ASIC/HBM周辺に大量に載り、村田や太陽誘電の資料でもコンデンサ需要が直接的に強い。","quote_start":0,"quote_end":73,"text_sha256":"d671b674e6e8ad5176312ef1fc3840cbf0ce12a83453933ff98e4fe71cd905c7","block_sha256":"d671b674e6e8ad5176312ef1fc3840cbf0ce12a83453933ff98e4fe71cd905c7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_b62ff78e-0ed6-4ba2-8e4c-9eb07e988871"},{"id":"occ_7df900a6149026493edb6f69","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_b756cb5c-c494-4c4d-a06d-fabd9b059e99","section_id":"sec_90df3eaa-67a2-4036-a5b5-89cebe153922","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":79,"end":82,"exact":"HBM","quote":"る理由\n\n1. スイッチング周波数が高くなる\n2. 電流が大きくなる\n3. 電源レールが増える\n4. GPU/HBM/NICが高密度化する\n5. 光トランシーバが増える\n6. ラック内のノイズ源が増える\n7. 低損失・小型・高信頼性が必要になる\n```","quote_start":24,"quote_end":150,"text_sha256":"4b0af1af6cd8ed637abf67703df18e09eb03e0280cc5fa7c52105bd24bc4c231","block_sha256":"4b0af1af6cd8ed637abf67703df18e09eb03e0280cc5fa7c52105bd24bc4c231","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_b756cb5c-c494-4c4d-a06d-fabd9b059e99"},{"id":"occ_37166b2ed322619e1fb46db6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_c5e108e3-a18c-467e-8f6a-4155650ef56a","section_id":"sec_3626953b-f053-4e3b-8f51-840d5dd44924","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":77,"end":80,"exact":"HBM","quote":"00/GB300 NVL72や将来のVR200 NVL72のようなGPUラックを見ると、主役はもちろんGPU、HBM、NVLink、ネットワークです。実際、Morgan Stanley推定表でも、GB300 NVL72の総BOMは約**399.5万ドル**、VR200 NVL72は約**780.3万ドル**とされ、","quote_start":22,"quote_end":180,"text_sha256":"827f50f2f89616e5fb17c2d2a2e4612ace9713746cf5d40ac0dd965afa7d7492","block_sha256":"827f50f2f89616e5fb17c2d2a2e4612ace9713746cf5d40ac0dd965afa7d7492","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_c5e108e3-a18c-467e-8f6a-4155650ef56a"},{"id":"occ_beeb35a419ed2f87bcdea393","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_d0ac30ba-e26f-4880-aa2e-3f2a5a8672ae","section_id":"sec_3e956f41-441e-4e22-9a78-dd0f6207de6b","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":256,"end":259,"exact":"HBM","quote":"VR用インダクタ\n  ├ MLCC\n  └ パワーステージ\n\n0.8V前後\n  ↓\nGPU / ASIC / HBM\n  ├ 超低電圧・大電流\n  ├ 多相VRM\n  └ チップ直近デカップリング\n\nNIC / 光トランシーバ\n  ├ 薄膜インダクタ\n  ├ チップビーズ\n  ├ コモンモードチョーク\n  └ EM","quote_start":201,"quote_end":359,"text_sha256":"f7725a83e4400c9637d9029398594c3c132bc16e63dde0f8e48ec77c0ba4582d","block_sha256":"f7725a83e4400c9637d9029398594c3c132bc16e63dde0f8e48ec77c0ba4582d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_d0ac30ba-e26f-4880-aa2e-3f2a5a8672ae"},{"id":"occ_1ec31bbc68fba30a1ec2ee7c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_d1792886-01ad-4732-ac75-dc46afa482d7","section_id":"sec_c9830b35-f5c2-46e2-9401-23702044b945","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"GPUとメモリがBOMの大半を占めます。VR200ではメモリが約25.7%まで上がっており、HBMや高速メモリがAIラックのコスト構造を大きく変えていることがわかります。","quote_start":0,"quote_end":85,"text_sha256":"ef3b096130dc92f5e1cbb879490d3e837ff65696d57f5fc6f8271ee1c7641686","block_sha256":"ef3b096130dc92f5e1cbb879490d3e837ff65696d57f5fc6f8271ee1c7641686","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_d1792886-01ad-4732-ac75-dc46afa482d7"},{"id":"occ_1ef25a471b950f15f6009f3b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_d1c1bd80-0b73-4aee-88c4-a898bd6f61c2","section_id":"sec_1533c77f-0cfc-403c-bf53-5aecf0f19a09","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":107,"end":110,"exact":"HBM","quote":" ↓\nVRM / PoL\n   ↓\n0.8V / 0.7V / 0.5V\n   ↓\nGPU / ASIC / HBM\n```","quote_start":52,"quote_end":114,"text_sha256":"9a54c94ee365313fd9586793d6cfaa1711f4e3e803aacfda46a337a9f8b8dc7d","block_sha256":"9a54c94ee365313fd9586793d6cfaa1711f4e3e803aacfda46a337a9f8b8dc7d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_d1c1bd80-0b73-4aee-88c4-a898bd6f61c2"},{"id":"occ_163365cb733ec047f48abb08","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_d2fa45f3-ac45-4a6b-a485-8767d114411c","section_id":"sec_3fb5f98f-2c98-4ce2-a251-09003c796fd7","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":186,"end":189,"exact":"HBM","quote":"を低減\n\nVRM / PoL\n  └ GPU直近の高速スイッチングノイズを抑える\n\nGPU / ASIC / HBM周辺\n  └ 電源レール間の干渉を抑える\n\nNIC / SerDes / 光トランシーバ\n  └ 高速信号のジッターやビットエラーを抑える\n\nファン / ポンプ / 液冷制御\n  └ モーター系ノイズ","quote_start":131,"quote_end":289,"text_sha256":"98b4c25031dfb22dfd74076d26937f9d33053ad20c1a5b1e14458ec9464735c3","block_sha256":"98b4c25031dfb22dfd74076d26937f9d33053ad20c1a5b1e14458ec9464735c3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_d2fa45f3-ac45-4a6b-a485-8767d114411c"},{"id":"occ_19411b8639813032abf535ca","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_deea74ef-6fd6-4be9-aa22-e08c01e9fb84","section_id":"sec_c0e9464c-4a7f-482a-90ce-a240931c0ce8","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":97,"end":100,"exact":"HBM","quote":"V / 54V配電\n  ↓\n中間バスコンバータ\n  ↓\nVRM / PoL\n  ↓\nGPU / ASIC / HBM\n```","quote_start":42,"quote_end":104,"text_sha256":"c82f579277ba0269f14078f7381481631c6411f03a9192e585a5c2ad3d19a53e","block_sha256":"c82f579277ba0269f14078f7381481631c6411f03a9192e585a5c2ad3d19a53e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_deea74ef-6fd6-4be9-aa22-e08c01e9fb84"},{"id":"occ_99792b0389405a5ac7b03e38","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_e744e4d6-35d8-4b4d-81f1-a75be0a499f0","section_id":"sec_1a3e1d7e-64d1-4333-94a1-52e48571f608","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":75,"end":78,"exact":"HBM","quote":"0V\n   ↓\n48V / 54V\n   ↓\n12V\n   ↓\n1V未満\n   ↓\nGPU / ASIC / HBM\n```","quote_start":20,"quote_end":82,"text_sha256":"449bc604876cedd065a5897fb822aa27c42f56d73b8dd0814efe116108efd662","block_sha256":"449bc604876cedd065a5897fb822aa27c42f56d73b8dd0814efe116108efd662","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_e744e4d6-35d8-4b4d-81f1-a75be0a499f0"},{"id":"occ_790908734f83c9ad0d2c404b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_e8d3c057-42d5-4e44-a2cd-5f2f1c15c263","section_id":"sec_c9830b35-f5c2-46e2-9401-23702044b945","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"### GPU/HBMは金額の主役","quote_start":0,"quote_end":17,"text_sha256":"a182cc790f6e840d5c370a24d5b82d25251434b57bc1343976c64dad8247df6f","block_sha256":"a182cc790f6e840d5c370a24d5b82d25251434b57bc1343976c64dad8247df6f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_e8d3c057-42d5-4e44-a2cd-5f2f1c15c263"},{"id":"occ_4d560a4cdd1d3c8d69c6db2e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00","block_id":"blk_f49bdfaf-45d8-478e-a9d0-74afea90d42d","section_id":"sec_b243d97c-da6d-4cf0-b701-0c452149600c","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":260,"end":263,"exact":"HBM","quote":"タル系インダクタ\n  ├─ MLCC\n  └─ 電源IC / MOSFET\n  ↓\nGPU / ASIC / HBM\n  ├─ MLCCクラスター\n  └─ 低ESLデカップリング\n  ↓\nNIC / 光トランシーバ\n  ├─ 薄膜インダクタ\n  ├─ チップビーズ\n  ├─ EMIチョーク\n  └─ MLCC\n`","quote_start":205,"quote_end":363,"text_sha256":"b2f355a9a670a79dea93f7bee8682d11a54e6aa2ad68b695a4793f2d1ecbddcf","block_sha256":"b2f355a9a670a79dea93f7bee8682d11a54e6aa2ad68b695a4793f2d1ecbddcf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_217016cb-4b97-4b15-993e-73dded8489d4/#blk_f49bdfaf-45d8-478e-a9d0-74afea90d42d"},{"id":"occ_2a1a43913037b779fed8b49a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_24eb030e-0590-42b8-bd89-6a25a4dfc487","work_id":"wrk_a6aa5646-83cd-40dd-87e3-3b3f438804da","block_id":"blk_4444b8b5-96c9-4a40-9b52-19205789f065","section_id":"sec_25eae815-b2e0-4788-a5d5-ffffffeb1c00","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"- **ローカルHBM**…“一番近い冷蔵庫”。ここに**一番頻繁に使うデータ**を置く。\n- **リモートHBM**（同シャーシの他GPUのHBM）…NVLink/NVSwitchで“隣の部屋の冷蔵庫”。**太いが取りに","quote_start":0,"quote_end":111,"text_sha256":"47a9d2fa8b1f91656daa35f374e9d8f8f00b40992e5decf920024b97d2dee51e","block_sha256":"47a9d2fa8b1f91656daa35f374e9d8f8f00b40992e5decf920024b97d2dee51e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_24eb030e-0590-42b8-bd89-6a25a4dfc487/#blk_4444b8b5-96c9-4a40-9b52-19205789f065"},{"id":"occ_8ed6788bbb06e00c19210363","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_24eb030e-0590-42b8-bd89-6a25a4dfc487","work_id":"wrk_a6aa5646-83cd-40dd-87e3-3b3f438804da","block_id":"blk_581f0469-4d94-4ee0-a111-4ad1c36283b4","section_id":"sec_25eae815-b2e0-4788-a5d5-ffffffeb1c00","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":138,"end":141,"exact":"HBM","quote":"───────────────────┬───────────────────────────┐\n│ ローカルHBM │ リモートHBM（NVLink/NVSwitch） │ さらに遠いメモリ（CXL/ネット越し） │\n└─────────┴───────────────────────┴─────────────","quote_start":83,"quote_end":241,"text_sha256":"4a0f509badc2d40a5b045cb39540435622c1869dadeced9054dae6cdd95ba914","block_sha256":"4a0f509badc2d40a5b045cb39540435622c1869dadeced9054dae6cdd95ba914","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_24eb030e-0590-42b8-bd89-6a25a4dfc487/#blk_581f0469-4d94-4ee0-a111-4ad1c36283b4"},{"id":"occ_377e945ee92f823b12848c1e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_24eb030e-0590-42b8-bd89-6a25a4dfc487","work_id":"wrk_a6aa5646-83cd-40dd-87e3-3b3f438804da","block_id":"blk_5fcc4cee-fea5-4016-8714-5bb2b77eadf5","section_id":"sec_a83cf9f5-522d-4b5e-9c01-e99ea4eab321","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":108,"end":111,"exact":"HBM","quote":"rum-X・Quantum-X／Tomahawk6／Marvell NOVA／NVLinkとの違い、「光化」とHBMの距離感まで","quote_start":53,"quote_end":117,"text_sha256":"e167f8cba52b74bc42f6c554569104282af843980c5069097f4e079ff22c6cab","block_sha256":"e167f8cba52b74bc42f6c554569104282af843980c5069097f4e079ff22c6cab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_24eb030e-0590-42b8-bd89-6a25a4dfc487/#blk_5fcc4cee-fea5-4016-8714-5bb2b77eadf5"},{"id":"occ_92169cbd55564d2f77880901","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_25c19733-e8bf-4666-a96e-91917803878b","work_id":"wrk_d1c18d7c-505e-4f07-bfb5-ac5d6eb8e10d","block_id":"blk_39c12da5-e78c-45cd-8a9b-27f525ba1be4","section_id":"sec_6abd0b38-5834-4ba9-9411-1d59ce87e690","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"- レチクル限界\n- 歩留まり\n- SRAM容量\n- HBM帯域\n- 電源供給\n- パッケージ面積\n- 冷却","quote_start":0,"quote_end":54,"text_sha256":"7803c7a1a8d451060f53116a17095ccea8e30f4c9e6b514c80b157655fa810a8","block_sha256":"7803c7a1a8d451060f53116a17095ccea8e30f4c9e6b514c80b157655fa810a8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_25c19733-e8bf-4666-a96e-91917803878b/#blk_39c12da5-e78c-45cd-8a9b-27f525ba1be4"},{"id":"occ_cf4c7e65a7493581271ae29c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_27743cb0-aee7-439b-a5dd-1faac0292586","work_id":"wrk_7f2a4557-073d-481f-9811-bff84dd5387a","block_id":"blk_371b2dcd-b206-4de7-84be-b4c982efc0a1","section_id":"sec_fa9d58ba-e009-45b9-b09f-f9d7ceb1959f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"- AIデータセンター\n- GPU\n- HBM\n- 半導体工場\n- 発電所\n- 原子力\n- 送電網\n- 光通信","quote_start":0,"quote_end":55,"text_sha256":"50dd70c66988d585c5b8dff08479b5ace9ebe94dff0be27e979763b95ced7cc6","block_sha256":"50dd70c66988d585c5b8dff08479b5ace9ebe94dff0be27e979763b95ced7cc6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_27743cb0-aee7-439b-a5dd-1faac0292586/#blk_371b2dcd-b206-4de7-84be-b4c982efc0a1"},{"id":"occ_0386087756eca03922422af1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_27743cb0-aee7-439b-a5dd-1faac0292586","work_id":"wrk_7f2a4557-073d-481f-9811-bff84dd5387a","block_id":"blk_39ecb4e2-7176-4486-86c6-1cdb47aa3703","section_id":"sec_d466bc65-f42f-498f-80f5-3f9bee3d16fc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"データセンター  \nGPU  \nHBM  \n半導体工場  \n発電所  \n送電網","quote_start":0,"quote_end":39,"text_sha256":"aa036708286bf94cf8ad97154504aa833979e81339c6ca5a147ad192cba5f49c","block_sha256":"aa036708286bf94cf8ad97154504aa833979e81339c6ca5a147ad192cba5f49c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_27743cb0-aee7-439b-a5dd-1faac0292586/#blk_39ecb4e2-7176-4486-86c6-1cdb47aa3703"},{"id":"occ_2fb09e5962fff3e9afe43d66","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_27743cb0-aee7-439b-a5dd-1faac0292586","work_id":"wrk_7f2a4557-073d-481f-9811-bff84dd5387a","block_id":"blk_63d70b88-9466-44fd-a1b5-fdee5b398d9e","section_id":"sec_641ef164-03f6-47ed-ae99-c33ce49c6939","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM  \n先端ロジック  \n先端パッケージ  \n光通信  \n電力  \n液冷","quote_start":0,"quote_end":38,"text_sha256":"ca3c837f2bd8554dd07d3826237b6f532339b7e803c9855aa90089756482e3c3","block_sha256":"ca3c837f2bd8554dd07d3826237b6f532339b7e803c9855aa90089756482e3c3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_27743cb0-aee7-439b-a5dd-1faac0292586/#blk_63d70b88-9466-44fd-a1b5-fdee5b398d9e"},{"id":"occ_381e0edb83d42644a3da5cd8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2774a11f-f3af-4056-8394-07f7d1934023","work_id":"wrk_f945aff9-e387-4701-8e7f-62fe6e900f6f","block_id":"blk_245fe016-8f93-4360-9e96-c6af87a1d9ac","section_id":"sec_e4889793-f2eb-4b92-b667-b3575fb3bfa3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM価格上昇。","quote_start":0,"quote_end":8,"text_sha256":"2740c89f4ae8018eb02271e5f94c5eeecd6dd14402c270725cc25b5eac3595e2","block_sha256":"2740c89f4ae8018eb02271e5f94c5eeecd6dd14402c270725cc25b5eac3595e2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2774a11f-f3af-4056-8394-07f7d1934023/#blk_245fe016-8f93-4360-9e96-c6af87a1d9ac"},{"id":"occ_a635e808de624510f7553ed6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2774a11f-f3af-4056-8394-07f7d1934023","work_id":"wrk_f945aff9-e387-4701-8e7f-62fe6e900f6f","block_id":"blk_409a22ce-87e2-4cb6-8910-bec63f3dfd95","section_id":"sec_7c7a3558-22be-4e21-a708-84e6d241ecb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2774a11f-f3af-4056-8394-07f7d1934023/#blk_409a22ce-87e2-4cb6-8910-bec63f3dfd95"},{"id":"occ_b07aa55f6c0581aa965a3411","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2774a11f-f3af-4056-8394-07f7d1934023","work_id":"wrk_f945aff9-e387-4701-8e7f-62fe6e900f6f","block_id":"blk_489982b1-258c-410f-9c34-6b190667fe8e","section_id":"sec_c5ef4de5-e884-4fab-b00e-cc35d64706f4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM契約。","quote_start":0,"quote_end":6,"text_sha256":"69c24f9eaa70eb0ad90207db9668f9b52f2e2be7527b51f00e75a60f2c41b05e","block_sha256":"69c24f9eaa70eb0ad90207db9668f9b52f2e2be7527b51f00e75a60f2c41b05e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2774a11f-f3af-4056-8394-07f7d1934023/#blk_489982b1-258c-410f-9c34-6b190667fe8e"},{"id":"occ_6d1de01161b314f957aa7220","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2774a11f-f3af-4056-8394-07f7d1934023","work_id":"wrk_f945aff9-e387-4701-8e7f-62fe6e900f6f","block_id":"blk_5e7dde54-fd8e-4846-a346-81577ef4eaea","section_id":"sec_787123b0-e029-4e04-96bf-016acfbe345c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM契約再交渉。","quote_start":0,"quote_end":9,"text_sha256":"f7eeb3dd672d99647609b14328dae8fee704cbc61d875cb0c097db4dd951d9b1","block_sha256":"f7eeb3dd672d99647609b14328dae8fee704cbc61d875cb0c097db4dd951d9b1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2774a11f-f3af-4056-8394-07f7d1934023/#blk_5e7dde54-fd8e-4846-a346-81577ef4eaea"},{"id":"occ_2b55b63e1c2599aa8b358294","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_28e52d32-205e-4601-9fe8-535cce2d0600","work_id":"wrk_012e50f2-e203-488b-b14f-8859b652eece","block_id":"blk_49274f61-d8de-431f-8a48-aced937ae02d","section_id":"sec_df8e04b9-41db-49af-87b7-d4036cd8baec","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM3"],"evidence":{"text_basis":"markdown","start":53,"end":57,"exact":"HBM3","quote":"Ascend 920は、SMICの6nm（N+3系）での量産が想定され、BF16で約900TFLOPS級、HBM3により4TB/s級の帯域を狙うスペック像が報じられています。910C比で30～40％の効率向上をうたい、2025年後半の量産入り観測が主流です。  \n設計思想の肝は、次世代の“950”で公式に説明が進","quote_start":0,"quote_end":157,"text_sha256":"f6fa004b4cc860a7453346685ffab556ebc5e57e1908032da2ef84d4b95a84f2","block_sha256":"f6fa004b4cc860a7453346685ffab556ebc5e57e1908032da2ef84d4b95a84f2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_28e52d32-205e-4601-9fe8-535cce2d0600/#blk_49274f61-d8de-431f-8a48-aced937ae02d"},{"id":"occ_dd4f41c4c77b9fcfa0170c1e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_28e52d32-205e-4601-9fe8-535cce2d0600","work_id":"wrk_012e50f2-e203-488b-b14f-8859b652eece","block_id":"blk_5474a4af-faa4-4189-8f8d-43ddebba31a1","section_id":"sec_5e4153fe-28e0-44ae-ae76-db149bddb784","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":324,"end":327,"exact":"HBM","quote":"が縮小し、\\*\\*国内エコシステム（CANN/MindSpore、昇騰クラスタ）\\*\\*の適用範囲が拡大。**HBMのボトルネック**が解消しない限り学習の最前線はなお課題ですが、**用途分化（PR/DT）×巨大クラスタ**で“実用の島”を広げる戦略が定着します。[ファイナンシャル・タイムズ](https://ww","quote_start":269,"quote_end":427,"text_sha256":"d6c8173d0f330357852e402b86fb70f7fcf930af4bd19e2c8c218cc0c932cab1","block_sha256":"d6c8173d0f330357852e402b86fb70f7fcf930af4bd19e2c8c218cc0c932cab1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_28e52d32-205e-4601-9fe8-535cce2d0600/#blk_5474a4af-faa4-4189-8f8d-43ddebba31a1"},{"id":"occ_31eba3e66afae7f47073b0cd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_28e52d32-205e-4601-9fe8-535cce2d0600","work_id":"wrk_012e50f2-e203-488b-b14f-8859b652eece","block_id":"blk_6bb566c7-754e-4bf4-85e7-1e75688e9320","section_id":"sec_064e52ff-6428-4fa6-b739-056d03c6707a","layer":"body","character_id":null,"count":7,"matched_aliases":["HBM","HBM3","HBM3E"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"ボトルネックはHBMです。中国向けの制約環境下でもSamsung製HBM3の承認報道がある一方、中国勢が安定調達できる量・品質には限りがあります。国内化に向けては、YMTCとCXMTがHBM共同参入を進め、**2026年","quote_start":0,"quote_end":110,"text_sha256":"2f62e0625ad1cb4bf18b186f438437053246577fbb02e45cff319a76a605bad6","block_sha256":"2f62e0625ad1cb4bf18b186f438437053246577fbb02e45cff319a76a605bad6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_28e52d32-205e-4601-9fe8-535cce2d0600/#blk_6bb566c7-754e-4bf4-85e7-1e75688e9320"},{"id":"occ_d1baadd59930b9a496c1e0bf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_28e52d32-205e-4601-9fe8-535cce2d0600","work_id":"wrk_012e50f2-e203-488b-b14f-8859b652eece","block_id":"blk_73bb7087-51ce-4117-a9ad-2749e2bdb776","section_id":"sec_064e52ff-6428-4fa6-b739-056d03c6707a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"### HBMとパッケージ（TSV）：国内化の到達点","quote_start":0,"quote_end":26,"text_sha256":"5fb9972e29a09e2d37fd24d8da5e70c0973f0a5789242e119e7f8b323dde3773","block_sha256":"5fb9972e29a09e2d37fd24d8da5e70c0973f0a5789242e119e7f8b323dde3773","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_28e52d32-205e-4601-9fe8-535cce2d0600/#blk_73bb7087-51ce-4117-a9ad-2749e2bdb776"},{"id":"occ_171eaa81af04d582126fa6d5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_28e52d32-205e-4601-9fe8-535cce2d0600","work_id":"wrk_012e50f2-e203-488b-b14f-8859b652eece","block_id":"blk_9f5e121c-9d80-4c39-990f-130c7b2db4a8","section_id":"sec_b210d9cd-0e19-4a76-8fe4-35d8aa037366","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":248,"end":251,"exact":"HBM","quote":"DTの分業、FP8／FP4など低精度の活用、巨大クラスタの最適化**で差を詰めにいく構図です。ここでも鍵は**HBMの内製・品質安定化**にあります。  \n政策・需給の面では、対中規制が続く限り、H20等の供給変動が国内置換を後押しする一方、**EUVなし量産の限界とHBMの制約**が“フル自立”のスピードを規定し","quote_start":193,"quote_end":351,"text_sha256":"83eb8ae857dda1a153facd6baf0c054cf82552f1cde141ae0ab723d9f4aec8ed","block_sha256":"83eb8ae857dda1a153facd6baf0c054cf82552f1cde141ae0ab723d9f4aec8ed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_28e52d32-205e-4601-9fe8-535cce2d0600/#blk_9f5e121c-9d80-4c39-990f-130c7b2db4a8"},{"id":"occ_067cc27989edfe80d209a85a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_28e52d32-205e-4601-9fe8-535cce2d0600","work_id":"wrk_012e50f2-e203-488b-b14f-8859b652eece","block_id":"blk_ce6a38da-3fde-4dd9-8e22-fce68dc4e7e6","section_id":"sec_d0788bb2-8ae1-46e6-9e7f-9b5ef25e682c","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":196,"end":199,"exact":"HBM","quote":"で、対中制約下の**推論～一部学習のギャップを埋める設計**です。\n3. **PR/DTの本質**は、\\*\\*HBM・帯域・I/O・データ型の“最適配剤”\\*\\*により、ワークロード別の山（プレフィル／レコメンド vs. デコード／学習）を分担することにあります。\n4. **製造はEUV不在の制約**が続き、**コ","quote_start":141,"quote_end":299,"text_sha256":"a59486f21b90d71bef1abf1ce929630ac57981bbfaf32704bacd996fdd9772f3","block_sha256":"a59486f21b90d71bef1abf1ce929630ac57981bbfaf32704bacd996fdd9772f3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_28e52d32-205e-4601-9fe8-535cce2d0600/#blk_ce6a38da-3fde-4dd9-8e22-fce68dc4e7e6"},{"id":"occ_2d250b3eca6471da8838d43b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_28e52d32-205e-4601-9fe8-535cce2d0600","work_id":"wrk_012e50f2-e203-488b-b14f-8859b652eece","block_id":"blk_f7d8752f-9e2c-4397-86c7-6b479690b315","section_id":"sec_01da28b3-c6fb-4ce2-9ba6-f3cd09878259","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":76,"end":80,"exact":"HBM3","quote":"Iインフラを自立的に回すための“現実解”として位置づけられます。公開情報では、FP16で約800TFLOPS、HBM3 128GB、メモリ帯域は3.2TB/s、TDPは約310Wと目され、ソフトウェアはCANN／MindSporeを中核にPyTorch／TensorFlow互換の運用を想定しています。NVIDIA H","quote_start":21,"quote_end":180,"text_sha256":"752194bff4aee491eadd10991dc08830bcd0c4c29a78f0a0fe752165f2fefd1a","block_sha256":"752194bff4aee491eadd10991dc08830bcd0c4c29a78f0a0fe752165f2fefd1a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_28e52d32-205e-4601-9fe8-535cce2d0600/#blk_f7d8752f-9e2c-4397-86c7-6b479690b315"},{"id":"occ_abef30708f6993fffda728aa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":13,"end":16,"exact":"HBM","quote":"GPU行列・ベクトル演算、HBM、ネットワーク帯域","quote_start":0,"quote_end":25,"text_sha256":"ab9c5c2f9f5d7d74cef679b72e4f03374960f2b1e87d2dd664467b10988b674e","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/"},{"id":"occ_b73987a41f338d59821d047b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_00cb86d5-abb7-46cf-9d50-4e0b6f36a9c4","section_id":"sec_6d50508b-0ded-4476-9703-510805bc3917","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"**💡 HBMは、高帯域幅（High Bandwidth）と低消費電力を実現するメモリ技術で、主にGPUやAIアクセラレーター、HPC（ハイパフォーマンスコンピューティング）向けに設計されています。**","quote_start":0,"quote_end":101,"text_sha256":"60b5c63e565a6fe107e785fba18ca074179cdec0ff151cee4d8954f089c583a8","block_sha256":"60b5c63e565a6fe107e785fba18ca074179cdec0ff151cee4d8954f089c583a8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_00cb86d5-abb7-46cf-9d50-4e0b6f36a9c4"},{"id":"occ_253f06f8e2caabf262209b69","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_057cd78e-0033-4b40-bec0-ebb45d7dab53","section_id":"sec_6d50508b-0ded-4476-9703-510805bc3917","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"## 🔹 HBM（High Bandwidth Memory）とは？","quote_start":0,"quote_end":34,"text_sha256":"eb6c558f2af95198e95cb944350357bff2fbd74298d4108edea9d6cfa7948e78","block_sha256":"eb6c558f2af95198e95cb944350357bff2fbd74298d4108edea9d6cfa7948e78","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_057cd78e-0033-4b40-bec0-ebb45d7dab53"},{"id":"occ_b4d19522bed43c17a2a5610c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_06b98f9d-8cf6-41aa-a1e4-f20e8c8c6784","section_id":"sec_f0ab0e6e-9999-42ca-a353-14ddb64b37d8","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM3e"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"項目 GDDR HBM **用途** ゲーミング、一般的なグラフィックス AI/HPC、データセンター **帯域幅** 最大1.44TB/s（GDDR6X） 最大5.3TB/s（HBM3e） **消費電力** 比較的高い（","quote_start":0,"quote_end":111,"text_sha256":"d817d450ff520af24b4088d105675b11d61b761ad1107f95d80f14caf061ca0a","block_sha256":"d817d450ff520af24b4088d105675b11d61b761ad1107f95d80f14caf061ca0a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_06b98f9d-8cf6-41aa-a1e4-f20e8c8c6784"},{"id":"occ_bf13891a07bc0d2bc5451498","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_114f6d32-553b-436d-b0ec-222b4ad3126a","section_id":"sec_4d030976-a3dc-47ac-9f73-66fe1d1b53fa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"## ③ HBMの帯域","quote_start":0,"quote_end":11,"text_sha256":"83f5f02b0ef671235e8b09eeaa2d08b83bea7bde42be1e56c116bcc9bc950b69","block_sha256":"83f5f02b0ef671235e8b09eeaa2d08b83bea7bde42be1e56c116bcc9bc950b69","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_114f6d32-553b-436d-b0ec-222b4ad3126a"},{"id":"occ_cd75d4d4a578caa1d3fd9377","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_144ce437-6fb1-4c5b-9b95-372c68a23668","section_id":"sec_f7c098a0-9435-4a7a-b169-d6bf32ee1a8a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"GPU HBM容量 HBM世代 メモリ帯域","quote_start":0,"quote_end":21,"text_sha256":"c17c0ff3deec3f1637f516610ce7cb3c1c17b771a9bad49d96947076d9f5f0b5","block_sha256":"c17c0ff3deec3f1637f516610ce7cb3c1c17b771a9bad49d96947076d9f5f0b5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_144ce437-6fb1-4c5b-9b95-372c68a23668"},{"id":"occ_49ec1bc19da6ad43b8deb5d2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_24806c2f-ea6c-405a-a391-3b119cb8599c","section_id":"sec_e4d463be-c63e-4047-a6e0-97bcaeaba69b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":67,"end":70,"exact":"HBM","quote":"）向けのGPUは、大量の並列演算を効率的に処理するために最適化されています。ここでは、**行列・ベクトル演算、HBM（高帯域幅メモリ）、ネットワーク帯域**の主要なポイントについて詳しく解説します。","quote_start":12,"quote_end":111,"text_sha256":"4e798e9a09bc2d544382c46c44a0750f0808df34441e884d218f0451ce2358dc","block_sha256":"4e798e9a09bc2d544382c46c44a0750f0808df34441e884d218f0451ce2358dc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_24806c2f-ea6c-405a-a391-3b119cb8599c"},{"id":"occ_6f6e492faa372b78bcccc5c8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_2508b985-fd1b-43e9-8584-d8730ae46fec","section_id":"sec_dbce5403-94a7-46c5-87fb-3b542509cf9a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":78,"end":81,"exact":"HBM","quote":", BERT, Claude）**\n- **NVIDIA H100, AMD Instinct MI300X（HBM搭載）**\n- **メモリ帯域がボトルネックとなるAI推論に最適**","quote_start":23,"quote_end":115,"text_sha256":"d981ae9ca43e83488d059ff3f508879fb681bda8893b862fc4612736d84569ee","block_sha256":"d981ae9ca43e83488d059ff3f508879fb681bda8893b862fc4612736d84569ee","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_2508b985-fd1b-43e9-8584-d8730ae46fec"},{"id":"occ_170b55772f0e0c170d984472","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_2a0ad8eb-d681-4929-9332-56cdee8a17fa","section_id":"sec_ca474305-3e1a-4af3-9d46-590e525dcf71","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"📌 **要点**  \n✅ HBMは**超高速 & 低消費電力** だが、コストが高い  \n✅ GDDRは**コスト効率が良く、ゲーム向け**（RTX 40シリーズなど）","quote_start":0,"quote_end":84,"text_sha256":"7925a105a6d95c330fdfe94809b5144053139d2642fc5bf7337095cd31c3678a","block_sha256":"7925a105a6d95c330fdfe94809b5144053139d2642fc5bf7337095cd31c3678a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_2a0ad8eb-d681-4929-9332-56cdee8a17fa"},{"id":"occ_19908c1fd189d6765f805332","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_2de612a1-4052-4582-81d8-7e90e5803633","section_id":"sec_e0f1ca42-93d2-4468-b56f-63e15e5415dd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"🚀 **HBMの進化が、AIとHPCのパフォーマンスを加速させる！**","quote_start":0,"quote_end":35,"text_sha256":"b97609f9d96ad42016d931b0e90093e1094cf039479ae0f39e1ecbf4b3987305","block_sha256":"b97609f9d96ad42016d931b0e90093e1094cf039479ae0f39e1ecbf4b3987305","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_2de612a1-4052-4582-81d8-7e90e5803633"},{"id":"occ_6ec42b5ba9198f876ab27cb8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_3308f159-1050-4a47-a560-2477f87bc882","section_id":"sec_4d4aa4fa-839e-4b8f-b562-6db293b5a2a4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## 🔹 2. HBMの構造","quote_start":0,"quote_end":14,"text_sha256":"bc4b40f15a955a1a87e1802638619258d9765ca180fa908c23bc505923f9759c","block_sha256":"bc4b40f15a955a1a87e1802638619258d9765ca180fa908c23bc505923f9759c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_3308f159-1050-4a47-a560-2477f87bc882"},{"id":"occ_afbb812afffeaca5f4b222df","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_36e45513-81ad-4874-a4a7-bf4c95adf558","section_id":"sec_260b7ac5-8d78-4992-a351-d7382da865dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"従来のメモリ（GDDR, DDR）と異なり、**HBMは複数のDRAMダイを垂直に積層（3D構造）** し、**TSV（Through-Silicon Via）** を利用して接続しています。","quote_start":0,"quote_end":96,"text_sha256":"d5f3aa923fee3c6ac405255e533418ac8b37c44001e5eea6558618f5a2816f4a","block_sha256":"d5f3aa923fee3c6ac405255e533418ac8b37c44001e5eea6558618f5a2816f4a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_36e45513-81ad-4874-a4a7-bf4c95adf558"},{"id":"occ_fd6e1de441fd1f00b6eb19cc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_37c149d0-5406-46c3-9c36-ce9ba7fd2957","section_id":"sec_d16e1c18-4366-4aea-87dd-89b53cb02701","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"メモリはHBMと呼ばれるものが使われていて、それはDDR4や5、更に高速なGDDRを更に高速なものである","quote_start":0,"quote_end":52,"text_sha256":"1744531a43540fb32e450262649bad2338bb10133ded34476249e63844a9cc6c","block_sha256":"1744531a43540fb32e450262649bad2338bb10133ded34476249e63844a9cc6c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_37c149d0-5406-46c3-9c36-ce9ba7fd2957"},{"id":"occ_c377660ea0bdff20eef69725","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_383fb6fb-1c87-4969-aa65-553350a2039c","section_id":"sec_e4d463be-c63e-4047-a6e0-97bcaeaba69b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"## GPU行列・ベクトル演算、HBM、ネットワーク帯域について","quote_start":0,"quote_end":32,"text_sha256":"eeb68ffd79402b438861ff16b01ea907bb4545fabce83e89adbeffb645248ad5","block_sha256":"eeb68ffd79402b438861ff16b01ea907bb4545fabce83e89adbeffb645248ad5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_383fb6fb-1c87-4969-aa65-553350a2039c"},{"id":"occ_a82de45fdcda1039ed2a3623","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_3db89e49-45aa-4a01-b5b3-3ec89fd46227","section_id":"sec_9a99e161-1479-4deb-964a-107717d9a647","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"## ④ HBMの容量","quote_start":0,"quote_end":11,"text_sha256":"46f686b5dbad5f83242d6c0a1b23009a0cf9a43e8ce1bfbb3b4d3127c7218252","block_sha256":"46f686b5dbad5f83242d6c0a1b23009a0cf9a43e8ce1bfbb3b4d3127c7218252","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_3db89e49-45aa-4a01-b5b3-3ec89fd46227"},{"id":"occ_7dd3e6f8e3a1211f71e155c7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_3ea02b4a-367d-4aaf-a2e4-e68634284bb0","section_id":"sec_b41bdb28-4a08-4719-89a2-169114d2cad7","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM2","HBM2E","HBM3","HBM3E"],"evidence":{"text_basis":"markdown","start":4,"end":8,"exact":"HBM2","quote":"- **HBM2 → HBM2E**：帯域幅向上（最大460GB/s）\n- **HBM3 → HBM3E**：帯域幅 **1.2TB/s** 達成","quote_start":0,"quote_end":73,"text_sha256":"b3e1e4213281c3f24f5e91ef0d58245082da509b689f72a0f73e0a30a5ddcd50","block_sha256":"b3e1e4213281c3f24f5e91ef0d58245082da509b689f72a0f73e0a30a5ddcd50","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_3ea02b4a-367d-4aaf-a2e4-e68634284bb0"},{"id":"occ_94d75d4e190cf92422a6ed96","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_45929d52-fa87-4865-9c85-e9b3a818f303","section_id":"sec_b41bdb28-4a08-4719-89a2-169114d2cad7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## 🔹 3. HBMの世代ごとの進化","quote_start":0,"quote_end":19,"text_sha256":"cbb2bf5e159da7d2e05953294904b6b672f6fa983cdf60ad060cd54a0382b4d5","block_sha256":"cbb2bf5e159da7d2e05953294904b6b672f6fa983cdf60ad060cd54a0382b4d5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_45929d52-fa87-4865-9c85-e9b3a818f303"},{"id":"occ_244c75b293a4750f08cc2203","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_5271499e-f538-4dc9-8617-11573c3416bb","section_id":"sec_5fa3ebac-975a-4263-ae97-a9adc6db305e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":" ゲーム、AI推論、映像処理向け **最高速メモリ** GDDR6X（最大1.44TB/s） **コスト** HBMより安価だが、DDRより高価 **今後の進化** GDDR7（32Gbps、1.6TB/s超）","quote_start":17,"quote_end":122,"text_sha256":"e8b3bf19ab132d4f595a8b4b09f08e89c28badbb14d4ef53d4e27bc9fb27e57c","block_sha256":"e8b3bf19ab132d4f595a8b4b09f08e89c28badbb14d4ef53d4e27bc9fb27e57c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_5271499e-f538-4dc9-8617-11573c3416bb"},{"id":"occ_fd34b90d2bc6e2942e6a07fa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_59f4766f-6072-47e6-93ee-627203c69767","section_id":"sec_f7c098a0-9435-4a7a-b169-d6bf32ee1a8a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"### HBMのGPU搭載例","quote_start":0,"quote_end":14,"text_sha256":"524e0c98f375fbd2e5d6dcd69fe9e2adaa1c278715b35a616123dd34e500ea53","block_sha256":"524e0c98f375fbd2e5d6dcd69fe9e2adaa1c278715b35a616123dd34e500ea53","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_59f4766f-6072-47e6-93ee-627203c69767"},{"id":"occ_7673def9c8fa02c9977bbc9a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_5fcd3e7a-f120-4ac0-bcb6-c4865627c339","section_id":"sec_fb96c4eb-5cd3-48b5-bc13-242ff3a8dd0f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"- **Google TPUs（HBM搭載）**\n- **AWS Trainium & Inferentia（AI推論向け）**","quote_start":0,"quote_end":64,"text_sha256":"c1f6288b81375c1e5418ae86d7a04ed6a77a553ece579feeebc7d89922f98bae","block_sha256":"c1f6288b81375c1e5418ae86d7a04ed6a77a553ece579feeebc7d89922f98bae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_5fcd3e7a-f120-4ac0-bcb6-c4865627c339"},{"id":"occ_f7af1d7a287286945a6619c7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_60b197d0-62e7-46e7-8973-3d61cb5b1495","section_id":"sec_ca474305-3e1a-4af3-9d46-590e525dcf71","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":9,"end":13,"exact":"HBM3","quote":"**特徴** **HBM3** **GDDR6X** **バス幅** 1,024-bit 256-bit **帯域幅（1スタック）** 819 GB/s 96 GB/s **消費電力** **低い** **高い** **コスト","quote_start":0,"quote_end":113,"text_sha256":"e462a47b964ecd135eda9a52bff2539f55b1bb69c8f0d8705f68cce6ff97a97b","block_sha256":"e462a47b964ecd135eda9a52bff2539f55b1bb69c8f0d8705f68cce6ff97a97b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_60b197d0-62e7-46e7-8973-3d61cb5b1495"},{"id":"occ_3cb91e57753892249044b676","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_6c34b0b2-1afe-4286-aef7-ffc1f01ee819","section_id":"sec_260b7ac5-8d78-4992-a351-d7382da865dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"🚀 **結果：** HBMは超広帯域 & 低消費電力を実現！","quote_start":0,"quote_end":30,"text_sha256":"e224d18b6168ca1ed3e85ab30bf5e0a183b0f0e08b9dad9508de9c786caf1de6","block_sha256":"e224d18b6168ca1ed3e85ab30bf5e0a183b0f0e08b9dad9508de9c786caf1de6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_6c34b0b2-1afe-4286-aef7-ffc1f01ee819"},{"id":"occ_59d16bda7818ef905bebd28d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_738d3cc7-9cac-466d-83ca-c8a2efbcfc76","section_id":"sec_4f37db86-fa8d-4113-804b-c32a9b00c78a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## 🔹 5. HBMの主な用途","quote_start":0,"quote_end":16,"text_sha256":"ef4d5233ae6914a2a4f3198fa21a44a251b3ba2d6c63fab20f827b4aa795f1b0","block_sha256":"ef4d5233ae6914a2a4f3198fa21a44a251b3ba2d6c63fab20f827b4aa795f1b0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_738d3cc7-9cac-466d-83ca-c8a2efbcfc76"},{"id":"occ_428e3ff20f0bdca2d051343a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_78aec8ca-4c28-4fce-b514-90f651b1d8be","section_id":"sec_e6ea3210-0884-42b1-b055-d8f6659409c1","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM","HBM3","HBM3e"],"evidence":{"text_basis":"markdown","start":56,"end":59,"exact":"HBM","quote":"目 詳細 **行列・ベクトル演算** GEMM（行列積）がAI学習で重要。Tensorコアで最適化   \n**HBM帯域** HBM3では最大819GB/s、HBM3eでは1.5TB/s超   \n**HBM容量** 80GB（NVIDIA H100）、192GB（AMD MI300X）   \n**ネットワーク帯域*","quote_start":1,"quote_end":159,"text_sha256":"e710b3a7814619bdaeefc4c7b4d4e7a0de3f3593e2cc7142133749ef380c149c","block_sha256":"e710b3a7814619bdaeefc4c7b4d4e7a0de3f3593e2cc7142133749ef380c149c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_78aec8ca-4c28-4fce-b514-90f651b1d8be"},{"id":"occ_6677a7d67145edf8b311b847","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_7992f7c2-1b32-4961-8221-aca044db6be0","section_id":"sec_b41bdb28-4a08-4719-89a2-169114d2cad7","layer":"body","character_id":null,"count":5,"matched_aliases":["HBM","HBM2","HBM2E","HBM3","HBM3E"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM世代** **発売年** **バス幅** **帯域幅（1スタック）** **最大容量（1スタック）** **使用製品  \n**   \n**HBM1** 2015年 1,024-bit 128 GB/s","quote_start":0,"quote_end":105,"text_sha256":"d3667ea65ccb442671d5773b899ddd61757bf612746c1169fab96b4e71b218bf","block_sha256":"d3667ea65ccb442671d5773b899ddd61757bf612746c1169fab96b4e71b218bf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_7992f7c2-1b32-4961-8221-aca044db6be0"},{"id":"occ_3268bb6fadc19cdd7e2ac847","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_84884bad-01fd-4079-a158-4df80eaf0203","section_id":"sec_be776e64-ce7f-4811-9798-2610831ce39e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## 🔹 1. HBMの特徴","quote_start":0,"quote_end":14,"text_sha256":"8e8cd2b81acac2fdce15e55467e6402fe0869bcc390dc76f7332965377c4e2c2","block_sha256":"8e8cd2b81acac2fdce15e55467e6402fe0869bcc390dc76f7332965377c4e2c2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_84884bad-01fd-4079-a158-4df80eaf0203"},{"id":"occ_d421d5fcb708fdcebc33b7d4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_87d2200b-09a2-4965-86c6-f9969334ccee","section_id":"sec_fb96c4eb-5cd3-48b5-bc13-242ff3a8dd0f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"💡 **AI・HPC分野では、今後もHBMの需要は高まり続ける！**","quote_start":0,"quote_end":34,"text_sha256":"9ad04dff6e4e114700dd1e0d43a09de2485c1a6b05819e13d12d8e53895095ba","block_sha256":"9ad04dff6e4e114700dd1e0d43a09de2485c1a6b05819e13d12d8e53895095ba","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_87d2200b-09a2-4965-86c6-f9969334ccee"},{"id":"occ_49b241d90bb9d68215b82829","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_87f9568c-f685-46ef-9ed8-09f1d5fc6be1","section_id":"sec_260b7ac5-8d78-4992-a351-d7382da865dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"📌 **HBMのバス幅（bit幅）は非常に広い**","quote_start":0,"quote_end":25,"text_sha256":"a85840a9b1eea5ea399e5b9f1ff33980804a7d1d810b21f2843e9ab6d4b05980","block_sha256":"a85840a9b1eea5ea399e5b9f1ff33980804a7d1d810b21f2843e9ab6d4b05980","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_87f9568c-f685-46ef-9ed8-09f1d5fc6be1"},{"id":"occ_34039f3c9a77b521b0c4cbf2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_89fe2f15-5219-4787-bc81-8c18a07e7019","section_id":"sec_269f3e24-fb91-4821-abd9-9e437e6375cf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"### HBMの特徴","quote_start":0,"quote_end":10,"text_sha256":"591c80091e9139c3f68e9098e3a8f023bac9f3ed4206f335c980c96040ce338b","block_sha256":"591c80091e9139c3f68e9098e3a8f023bac9f3ed4206f335c980c96040ce338b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_89fe2f15-5219-4787-bc81-8c18a07e7019"},{"id":"occ_50fccd7201d3983ea76df5bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_923aa23e-b02e-4b56-a229-bbe374d653d5","section_id":"sec_4d030976-a3dc-47ac-9f73-66fe1d1b53fa","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの帯域（転送速度）は、**メモリクロック × バス幅 × チャネル数**で決まります。  \n最新のHBMの帯域を以下に示します。","quote_start":0,"quote_end":67,"text_sha256":"05d66455c7a477e3661de62055c52be665c1059a1db8034cb0fad94d8d56e144","block_sha256":"05d66455c7a477e3661de62055c52be665c1059a1db8034cb0fad94d8d56e144","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_923aa23e-b02e-4b56-a229-bbe374d653d5"},{"id":"occ_a400cb954bd03d9376740f1a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_93da3ee2-8be5-4638-a1e9-c53427568d8d","section_id":"sec_ff435a3d-c211-4844-94e8-e1769d6084ae","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM2"],"evidence":{"text_basis":"markdown","start":7,"end":11,"exact":"HBM2","quote":"- **富岳（HBM2搭載）**\n- **Summit, Frontier（AMD MI250, HBM搭載）**\n- **高性能な科学計算、シミュレーション**","quote_start":0,"quote_end":81,"text_sha256":"77c071c1c91c6cc11ca673d6c0b15dd0eaecee7d7978875939d49f0ac92da55c","block_sha256":"77c071c1c91c6cc11ca673d6c0b15dd0eaecee7d7978875939d49f0ac92da55c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_93da3ee2-8be5-4638-a1e9-c53427568d8d"},{"id":"occ_947495d34e21f8d37a78d81d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_9cabcbff-fcb0-4bd7-bc64-df6d20586137","section_id":"sec_9862df19-2a44-4b62-86e9-7f21248ed7ac","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"## ② HBM（High Bandwidth Memory, 高帯域幅メモリ）","quote_start":0,"quote_end":40,"text_sha256":"576ffe8f5671a00a676aa3d6f4176be8616a485b2bd239936f5b5c066564b84a","block_sha256":"576ffe8f5671a00a676aa3d6f4176be8616a485b2bd239936f5b5c066564b84a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_9cabcbff-fcb0-4bd7-bc64-df6d20586137"},{"id":"occ_65c405eb84cc1879352d701d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_a0fa8720-2962-45a9-893c-f0ead8ceaef5","section_id":"sec_e0f1ca42-93d2-4468-b56f-63e15e5415dd","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM3E"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"✅ **HBMは、広帯域かつ低消費電力なメモリ技術**  \n✅ **スタック構造 & TSVで超高速データ転送を実現**  \n✅ **AI、HPC、データセンターで標準化（NVIDIA H100, AMD MI30","quote_start":0,"quote_end":107,"text_sha256":"29b795be99de6c95a4302eb7450ea5cc32159361b11be913de881d6abfd200ff","block_sha256":"29b795be99de6c95a4302eb7450ea5cc32159361b11be913de881d6abfd200ff","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_a0fa8720-2962-45a9-893c-f0ead8ceaef5"},{"id":"occ_d6240fda68ab85765b546272","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_aaad5d6c-e555-453c-a3b2-be0ab2a9a14d","section_id":"sec_95aa3b9b-30b5-49ad-a10c-d388907b1d4d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":113,"end":116,"exact":"HBM","quote":"ングに適する **低遅延** GPUのリアルタイム処理を支えるため、高速なアクセスが可能 **広いバス幅** HBMに比べると狭いが、DDRメモリよりも大幅に広いバス幅を持つ（256bit, 384bitなど） **シングルポート設計** 一般的なDDRメモリはデュアルポートだが、GDDRは単一ポート構造でGPUと","quote_start":58,"quote_end":216,"text_sha256":"66d7830a06fa73e9ea0e17cd18e166c75cbd748ceaa2110747cc8120342c6fe0","block_sha256":"66d7830a06fa73e9ea0e17cd18e166c75cbd748ceaa2110747cc8120342c6fe0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_aaad5d6c-e555-453c-a3b2-be0ab2a9a14d"},{"id":"occ_2c99a79271b2a0474273d6d9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_af2cca54-52b3-41ed-989c-e2abdd1ee112","section_id":"sec_62f841dc-4a4d-4d56-af85-e297536e53d3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"### HBMとは？","quote_start":0,"quote_end":10,"text_sha256":"35e9394111fa174668f61b7058eb23f010284ff83d7e19c353633e7ea31fa33a","block_sha256":"35e9394111fa174668f61b7058eb23f010284ff83d7e19c353633e7ea31fa33a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_af2cca54-52b3-41ed-989c-e2abdd1ee112"},{"id":"occ_63a110caad5a48947982e19d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_afe6af90-8201-4a0b-93c6-269f3a1fb596","section_id":"sec_be776e64-ce7f-4811-9798-2610831ce39e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、従来のGDDR（グラフィックスメモリ）よりも**広いメモリバス幅と高速データ転送を実現**しており、特にAI、機械学習、データセンターでの利用が増えています。","quote_start":0,"quote_end":84,"text_sha256":"8a16ac20875be7b4e01b0fea3903e9c1876316d4de700c67d7b9a06c3283f8f6","block_sha256":"8a16ac20875be7b4e01b0fea3903e9c1876316d4de700c67d7b9a06c3283f8f6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_afe6af90-8201-4a0b-93c6-269f3a1fb596"},{"id":"occ_e5f6cc2fb3a22b5434ad7fa9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_b31c4dce-a3aa-4508-8331-442be4edb5a9","section_id":"sec_f7c098a0-9435-4a7a-b169-d6bf32ee1a8a","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM2e","HBM3"],"evidence":{"text_basis":"markdown","start":36,"end":41,"exact":"HBM2e","quote":"NVIDIA 　A100 　     40GB or 80GB 　　  HBM2e 2.0TB/s   \nNVIDIA 　H100 　     80GB 　　　　　　 HBM3 3.35TB/s   \nAMD 　   MI250X 　  128GB　　　　　    HBM2e 3.","quote_start":0,"quote_end":141,"text_sha256":"6db270da7273994a919ebf61a6c0a84333b18b9fe1e9ef6289b622109e73a877","block_sha256":"6db270da7273994a919ebf61a6c0a84333b18b9fe1e9ef6289b622109e73a877","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_b31c4dce-a3aa-4508-8331-442be4edb5a9"},{"id":"occ_6942e760e54446d818e629af","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_c008d477-bd90-4fea-8a32-38673c37a5f6","section_id":"sec_4d030976-a3dc-47ac-9f73-66fe1d1b53fa","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":23,"end":27,"exact":"HBM3","quote":"最新のNVIDIA **H100 GPU**（HBM3搭載）の場合、メモリ帯域は**3.35TB/s**（80GB HBM3）に達します。","quote_start":0,"quote_end":69,"text_sha256":"60807dbea2c081767dde03d6209e38ff43acdcbb7603dbd611fde12d058cf8ac","block_sha256":"60807dbea2c081767dde03d6209e38ff43acdcbb7603dbd611fde12d058cf8ac","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_c008d477-bd90-4fea-8a32-38673c37a5f6"},{"id":"occ_a1064c062aa2fccb052058dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_c1a4e4ec-f625-41e8-ba79-33fcb83dbce7","section_id":"sec_f0ab0e6e-9999-42ca-a353-14ddb64b37d8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## ③ GDDRメモリとHBM（High Bandwidth Memory）の違い","quote_start":0,"quote_end":42,"text_sha256":"e8723d125913dd1f7e2c7dce63a8fa5fbdf80773b21ab54da437fccca4282622","block_sha256":"e8723d125913dd1f7e2c7dce63a8fa5fbdf80773b21ab54da437fccca4282622","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_c1a4e4ec-f625-41e8-ba79-33fcb83dbce7"},{"id":"occ_e7632715dafa84e859dc86dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_c696f8dd-673c-43ff-87e1-c9a977319533","section_id":"sec_62f841dc-4a4d-4d56-af85-e297536e53d3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、**従来のGDDRメモリに比べて高帯域かつ低消費電力**なメモリ技術です。3D積層構造（スタック構造）を持ち、TSV（Through-Silicon Via）技術により、メモリ間の高速データ転送を","quote_start":0,"quote_end":103,"text_sha256":"7363033d2a7485cb90a8f6b0e749c1db8ba8b13259ca49ee593c15803b621e85","block_sha256":"7363033d2a7485cb90a8f6b0e749c1db8ba8b13259ca49ee593c15803b621e85","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_c696f8dd-673c-43ff-87e1-c9a977319533"},{"id":"occ_a520792b8e845a7a76f88bdb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_cb74501d-1a0e-433a-95da-77095da22636","section_id":"sec_ca474305-3e1a-4af3-9d46-590e525dcf71","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## 🔹 4. HBM vs GDDRメモリ","quote_start":0,"quote_end":22,"text_sha256":"7d16f67edffb25773d82f3c4186a602484aa1b4684dc6a3524cae5dec460775c","block_sha256":"7d16f67edffb25773d82f3c4186a602484aa1b4684dc6a3524cae5dec460775c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_cb74501d-1a0e-433a-95da-77095da22636"},{"id":"occ_be0fb697795c3718d1c1aaf8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_d1fdea0b-7eaa-49cb-bc21-c8336968ec48","section_id":"sec_260b7ac5-8d78-4992-a351-d7382da865dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBM: **1,024-bit / スタック**\n- GDDR6: **256-bit**\n- DDR5: **64-bit**","quote_start":0,"quote_end":67,"text_sha256":"534147f4e645aadb2cfbe532167898a6b7f351e05224db0378118d082751be87","block_sha256":"534147f4e645aadb2cfbe532167898a6b7f351e05224db0378118d082751be87","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_d1fdea0b-7eaa-49cb-bc21-c8336968ec48"},{"id":"occ_bf40cb6d64b653a8f828dd7d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_d87c2294-65ac-4062-a124-fd864802ded3","section_id":"sec_b41bdb28-4a08-4719-89a2-169114d2cad7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":7,"end":11,"exact":"HBM3","quote":"💡 **最新のHBM3/3Eは、LLM（大規模言語モデル）やスーパーコンピュータ向け！**","quote_start":0,"quote_end":45,"text_sha256":"cfcc4d6c3018764ae04c77da96ce4323099c17e019a42e78c2ad4fa1e2033c0b","block_sha256":"cfcc4d6c3018764ae04c77da96ce4323099c17e019a42e78c2ad4fa1e2033c0b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_d87c2294-65ac-4062-a124-fd864802ded3"},{"id":"occ_1f9cbc0765e9db26a1fd478f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_d94f42e4-dae9-4703-9310-2cc122b9e982","section_id":"sec_d16e1c18-4366-4aea-87dd-89b53cb02701","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"私は無知でHBM、ネットワーク帯域の重要性を理解していなかった  \n理解どころか目を向けてさえいなかった","quote_start":0,"quote_end":52,"text_sha256":"46d5feefd4ea64c8df6efa910644d2c672be1c8749e4d29ee172ff3082d8374a","block_sha256":"46d5feefd4ea64c8df6efa910644d2c672be1c8749e4d29ee172ff3082d8374a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_d94f42e4-dae9-4703-9310-2cc122b9e982"},{"id":"occ_d53d48a8287205f99f17dbc1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_d9722fb8-7666-4f86-a995-d8239c988712","section_id":"sec_f0ab0e6e-9999-42ca-a353-14ddb64b37d8","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"**✅ GDDRはゲーム・コンシューマ向け、HBMはAI・HPC向け**  \nGDDRの長所は「安価で広く使われる」ことですが、超高帯域を必要とするAIワークロードにはHBMの方が適しています。","quote_start":0,"quote_end":97,"text_sha256":"4bb255225e07a249fa0cd12cb3fe3bb491e416006416c214c8c6e8f138f62473","block_sha256":"4bb255225e07a249fa0cd12cb3fe3bb491e416006416c214c8c6e8f138f62473","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_d9722fb8-7666-4f86-a995-d8239c988712"},{"id":"occ_89cdf5f61690383ffb1a2836","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_e232bef0-883f-479f-82e5-88c8c3bb70a7","section_id":"sec_e6ea3210-0884-42b1-b055-d8f6659409c1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"次世代のAIワークロードでは、**「GPU × HBM × 高速ネットワーク」** が重要になり、NVIDIA、AMD、Marvell、Broadcom などが技術革新を進めています。","quote_start":0,"quote_end":92,"text_sha256":"eb9959acf5582e46120fbf42205d34a046d7f8190492b54e38460a147e708ba7","block_sha256":"eb9959acf5582e46120fbf42205d34a046d7f8190492b54e38460a147e708ba7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_e232bef0-883f-479f-82e5-88c8c3bb70a7"},{"id":"occ_7db1d46edfe2ffd44d3f9a94","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_f26990dd-f39f-4678-b65b-ac00b3daa071","section_id":"sec_f7c098a0-9435-4a7a-b169-d6bf32ee1a8a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはAI/ディープラーニングモデルの**大規模パラメータ処理**に適しており、**GPT-4、Gemini 1.5** などのLLM（大規模言語モデル）の処理で重要な役割を果たしています。","quote_start":0,"quote_end":96,"text_sha256":"7c84af9a943dfa9845fbf44d53003309762098570278d8dc2d16f941131264fa","block_sha256":"7c84af9a943dfa9845fbf44d53003309762098570278d8dc2d16f941131264fa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_f26990dd-f39f-4678-b65b-ac00b3daa071"},{"id":"occ_58ec33e0a540018006a3e3dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_f382332b-4ca1-4404-b23b-ac5ce7047901","section_id":"sec_4d030976-a3dc-47ac-9f73-66fe1d1b53fa","layer":"body","character_id":null,"count":5,"matched_aliases":["HBM","HBM2","HBM2e","HBM3","HBM3e"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM世代 帯域幅（GB/s） バス幅（bit） スタックあたり最大容量  \n  \n**HBM1** 最大128GB/s 　　1024bit 　 4GB   \n**HBM2** 最大256GB/s 　　10","quote_start":0,"quote_end":103,"text_sha256":"731dd098cea12ff07e4a63a66d122e5738932d19ea0083b0d6f6ad17b944d6a6","block_sha256":"731dd098cea12ff07e4a63a66d122e5738932d19ea0083b0d6f6ad17b944d6a6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_f382332b-4ca1-4404-b23b-ac5ce7047901"},{"id":"occ_977b36a9201759f31fd993c9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7","block_id":"blk_faffacb1-2bf0-46c9-b2d6-7979407667f1","section_id":"sec_f0ab0e6e-9999-42ca-a353-14ddb64b37d8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"GDDRとHBMは、どちらもGPU向けの高速メモリですが、設計コンセプトが異なります。","quote_start":0,"quote_end":43,"text_sha256":"026f9f97dae147701d100d88c58d5035cc16d3d4c24e2d75f82d0b112b40f96e","block_sha256":"026f9f97dae147701d100d88c58d5035cc16d3d4c24e2d75f82d0b112b40f96e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2b771286-9bc4-45c0-b45d-6524baf27996/#blk_faffacb1-2bf0-46c9-b2d6-7979407667f1"},{"id":"occ_ffcd95bb0db6bce6db84c48b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","work_id":"wrk_dea71d50-dc48-48c0-a352-3461dbce4132","block_id":"blk_0947e596-2963-4272-971a-94a6607a8b60","section_id":"sec_095f3508-73bf-425a-9872-64c742084373","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"```\nCUDAコア\nTensor Core\nSIMD/SIMT演算器\nレジスタファイル\nHBM接続\nスレッドスケジューラ\n```","quote_start":0,"quote_end":65,"text_sha256":"cfbb2b51ed8f5ecbf3523664550d13b38e5c667d2a227218d6e2276edc6d9a7e","block_sha256":"cfbb2b51ed8f5ecbf3523664550d13b38e5c667d2a227218d6e2276edc6d9a7e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb/#blk_0947e596-2963-4272-971a-94a6607a8b60"},{"id":"occ_250739b67132a421704c9bb6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","work_id":"wrk_dea71d50-dc48-48c0-a352-3461dbce4132","block_id":"blk_24e645bf-1caf-43e2-a8ec-3520b3c523d9","section_id":"sec_37921479-9d10-4e6b-a7e0-f409ca5e4390","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"GPUは、もともと大量並列計算に強い装置ですが、現在のNVIDIA GPUはTensor Core、HBM、NVLink、CUDA、TensorRT、cuDNN、NCCL、Triton、PyTorch対応などを含む巨大なソフトウェア・ハードウェア基盤になっています。NVIDIAはTensor Coreにつ","quote_start":0,"quote_end":153,"text_sha256":"90e2e33477a6b12052e6cde735876e6490da186a5f4da95e76dc78254d550448","block_sha256":"90e2e33477a6b12052e6cde735876e6490da186a5f4da95e76dc78254d550448","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb/#blk_24e645bf-1caf-43e2-a8ec-3520b3c523d9"},{"id":"occ_cb4eb920a6fafd6991123aff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","work_id":"wrk_dea71d50-dc48-48c0-a352-3461dbce4132","block_id":"blk_29243854-33cf-4027-82bf-262e8381afb4","section_id":"sec_60bc1286-e5cb-4d25-b160-a7b5674c0701","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"**GPU HBMだけで全部抱えるのではなく、CPU DRAM、CXLメモリ、SSD、分散KV cacheを使ってGPUを補助する**","quote_start":0,"quote_end":67,"text_sha256":"577db07b1bb83a90d0b21b29181509517e700f0a80ace1d3cb5390e26dd34981","block_sha256":"577db07b1bb83a90d0b21b29181509517e700f0a80ace1d3cb5390e26dd34981","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb/#blk_29243854-33cf-4027-82bf-262e8381afb4"},{"id":"occ_e07687d320c3efc926833c29","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","work_id":"wrk_dea71d50-dc48-48c0-a352-3461dbce4132","block_id":"blk_3c4aef58-35c4-4976-a1f5-d09dcae337c8","section_id":"sec_e3f664ff-c753-4350-90a8-727fb8ca2b6a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"つまり、AIインフラの投資テーマは、  \n**GPU/HBMだけの物語**  \nから、  \n**GPUを遊ばせないためのCPU・メモリ・I/O・ネットワークの物語**  \nへ広がっている。","quote_start":0,"quote_end":94,"text_sha256":"07c85c43d2fde80a2e8552b2d39f50ec91cc00f145ed2887b4a7ce26153abf77","block_sha256":"07c85c43d2fde80a2e8552b2d39f50ec91cc00f145ed2887b4a7ce26153abf77","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb/#blk_3c4aef58-35c4-4976-a1f5-d09dcae337c8"},{"id":"occ_9cb9768a53b99ecbc3002fc7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","work_id":"wrk_dea71d50-dc48-48c0-a352-3461dbce4132","block_id":"blk_88ea5164-5f0b-4c8c-ab83-66f63847ac65","section_id":"sec_f6e01ba7-3115-4501-a1d3-0dcbd52a27b5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"これからのAIインフラは、GPU一強ではなく、  \n**CPU + GPU + HBM + DRAM + CXL + NIC + SSD + スケジューラ**  \nの複合体として進化していく。","quote_start":0,"quote_end":96,"text_sha256":"f6e23fae9c1d7e7a2563ce0ad8963cbc43818f454a08047063fe216fd38783e8","block_sha256":"f6e23fae9c1d7e7a2563ce0ad8963cbc43818f454a08047063fe216fd38783e8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb/#blk_88ea5164-5f0b-4c8c-ab83-66f63847ac65"},{"id":"occ_ac1100367fe958471fbcb808","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","work_id":"wrk_dea71d50-dc48-48c0-a352-3461dbce4132","block_id":"blk_8ad3341b-6496-45f5-8733-6b9faf65fba0","section_id":"sec_7cd63e1e-2677-4d19-b9fd-b90537704e22","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"CPUのような分岐予測や複雑な命令制御、GPUのような幅広い汎用性をある程度削り、その分を行列演算・HBM・データフローに振る。","quote_start":0,"quote_end":64,"text_sha256":"3ff9f46b251045032b99422aba9aabe92e8037bc2dc9ec789bd6513d65e43b66","block_sha256":"3ff9f46b251045032b99422aba9aabe92e8037bc2dc9ec789bd6513d65e43b66","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb/#blk_8ad3341b-6496-45f5-8733-6b9faf65fba0"},{"id":"occ_149c8b5910d41a242f39eb04","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","work_id":"wrk_dea71d50-dc48-48c0-a352-3461dbce4132","block_id":"blk_ae692cf0-3729-4b27-bfe3-53f21a747563","section_id":"sec_217a77bd-aa6e-42cf-820a-bb48d5cd649b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"**GPU/HBMだけの時代**  \nから、  \n**GPU + CPU + DRAM + CXL + NIC + SSD + スケジューラ + セキュリティの時代**","quote_start":0,"quote_end":84,"text_sha256":"411f083dc77c269914b6ecca12bc3d22a9996ab2579321f608e30ec6ceb5647d","block_sha256":"411f083dc77c269914b6ecca12bc3d22a9996ab2579321f608e30ec6ceb5647d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb/#blk_ae692cf0-3729-4b27-bfe3-53f21a747563"},{"id":"occ_f4551f4f3977c2a42be40bad","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","work_id":"wrk_dea71d50-dc48-48c0-a352-3461dbce4132","block_id":"blk_c7d60186-400b-4373-838f-13affefef474","section_id":"sec_f62de756-b7cf-48ae-93c1-d612f2184b62","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"**CPU + GPU + TPU/LPU + HBM + DRAM + CXL + NIC + SSD**","quote_start":0,"quote_end":54,"text_sha256":"9c071751f0a94443af7e45401031acdb5912e36dc757bbbf39f2ec2f56a4aa3e","block_sha256":"9c071751f0a94443af7e45401031acdb5912e36dc757bbbf39f2ec2f56a4aa3e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb/#blk_c7d60186-400b-4373-838f-13affefef474"},{"id":"occ_5e129c017e6420e0e71160ff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","work_id":"wrk_dea71d50-dc48-48c0-a352-3461dbce4132","block_id":"blk_c850caab-7ff9-46be-89a9-feb15ab5e31f","section_id":"sec_f5fb003a-62fe-48c2-a63d-107ee26859cb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":80,"end":83,"exact":"HBM","quote":"足りない状況で、GPU・CPU・ディスクを組み合わせてLLM推論を実行する方向性を示している。これは、GPU HBMだけで全てを抱える時代から、CPU DRAMやストレージも含めた階層型メモリの時代へ進むことを意味する。([arXiv](https://arxiv.org/abs/2303.06865?utm_so","quote_start":25,"quote_end":183,"text_sha256":"ec23472332d33a4a3121430cbf6396f049ee7c7547b8057b7387c9fce612bb85","block_sha256":"ec23472332d33a4a3121430cbf6396f049ee7c7547b8057b7387c9fce612bb85","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb/#blk_c850caab-7ff9-46be-89a9-feb15ab5e31f"},{"id":"occ_34f486e199befae59cb13603","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","work_id":"wrk_dea71d50-dc48-48c0-a352-3461dbce4132","block_id":"blk_d46d90a1-621b-49c3-ae7b-f6eaf756df84","section_id":"sec_77e0b74a-d9e0-416b-bfe1-bfba082034da","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":93,"end":96,"exact":"HBM","quote":"計算を大量に並列実行します。NVIDIA A100の例では、多数のSM、CUDAコア、Tensor Core、HBMメモリコントローラを備え、行列演算やテンソル演算を大量並列に処理する設計になっています。([NVIDIA Images](https://images.nvidia.com/aem-dam/en-zz","quote_start":38,"quote_end":196,"text_sha256":"fc7df36b8df700c92c4b6d60d991fd6f872ee08d6214e15e3e66c44204367db5","block_sha256":"fc7df36b8df700c92c4b6d60d991fd6f872ee08d6214e15e3e66c44204367db5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb/#blk_d46d90a1-621b-49c3-ae7b-f6eaf756df84"},{"id":"occ_712afd6fcd87dae6c2726e95","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","work_id":"wrk_2db98011-2753-489b-8cfb-dadd8a65739b","block_id":"blk_309fdbdd-59c4-488a-b44d-d09b2e903a35","section_id":"sec_89e48f97-79c6-4424-ae10-c50f424c445d","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"Power Shelf\n        ↓\nVRM / PMIC\n        ↓\nCPU / GPU / HBM / NIC\n```","quote_start":10,"quote_end":78,"text_sha256":"ce9d99d18a98334e6008d5b4c0602d16c4f1493e2d0ea990de294e811903e6f7","block_sha256":"ce9d99d18a98334e6008d5b4c0602d16c4f1493e2d0ea990de294e811903e6f7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6/#blk_309fdbdd-59c4-488a-b44d-d09b2e903a35"},{"id":"occ_8d264bd0a19a6d154c3a0f9e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","work_id":"wrk_2db98011-2753-489b-8cfb-dadd8a65739b","block_id":"blk_7f7460b6-bbc8-4aa8-9bd4-592e60f36c0f","section_id":"sec_268aa68c-99ce-40a5-b364-b0a2c386d7de","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"**GPUが筋肉、HBMが短期記憶、光通信が血管、電源が代謝だとすれば、タイミングデバイスは神経系の拍子です。**","quote_start":0,"quote_end":57,"text_sha256":"ce05fba1f7fead68a38522bda4fa69a310c65d40cd75139913f919270047614c","block_sha256":"ce05fba1f7fead68a38522bda4fa69a310c65d40cd75139913f919270047614c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6/#blk_7f7460b6-bbc8-4aa8-9bd4-592e60f36c0f"},{"id":"occ_065daddc7d5441d398f97729","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","work_id":"wrk_2db98011-2753-489b-8cfb-dadd8a65739b","block_id":"blk_8425599f-a45a-4c8e-9f08-ab473df9b017","section_id":"sec_02efdb52-d4d4-4d57-8413-541747256e81","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"AIインフラを語るとき、主役として語られやすいのはGPU、HBM、光通信、電源、冷却、ネットワークスイッチです。しかし、それらを正しく動かすためには、もう一つ重要な基盤があります。","quote_start":0,"quote_end":90,"text_sha256":"019b013943520d4715ffc32e2fe18ca398a33158a5be6370e7df954998c65222","block_sha256":"019b013943520d4715ffc32e2fe18ca398a33158a5be6370e7df954998c65222","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6/#blk_8425599f-a45a-4c8e-9f08-ab473df9b017"},{"id":"occ_c644456b06ae2e38505955bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","work_id":"wrk_2db98011-2753-489b-8cfb-dadd8a65739b","block_id":"blk_f4f12024-b3f0-4037-b70d-822e8c753cc2","section_id":"sec_268aa68c-99ce-40a5-b364-b0a2c386d7de","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"タイミングデバイスは、GPUやHBMほど目立つ部品ではありません。ラックBOMに占める割合も小さいです。","quote_start":0,"quote_end":52,"text_sha256":"4f7fd3ea16ed09dd9b52a592d520bc6f69f1c428732fbd985cf6b198fc940c0e","block_sha256":"4f7fd3ea16ed09dd9b52a592d520bc6f69f1c428732fbd985cf6b198fc940c0e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6/#blk_f4f12024-b3f0-4037-b70d-822e8c753cc2"},{"id":"occ_40aa6c8ac0b049466145ad8f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2e5b712c-b120-4b45-91dd-33e6758666be","work_id":"wrk_c9d1ffd9-bc82-481f-b5ce-3dbca5dfe331","block_id":"blk_29861d09-5e77-46ee-b53c-79c6b4a51376","section_id":"sec_21c0fcf3-26a8-4952-be49-0dc340106424","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":86,"end":89,"exact":"HBM","quote":"メモリ周辺を拡張している。例えばDGX B200は、8GPUで合計1,440GBのGPUメモリと64TB/sのHBM帯域を備える。新世代の性能上の利点が、RLという用途によって消えるわけではない。([NVIDIA](https://www.nvidia.com/en-us/data-center/dgx-b200/","quote_start":31,"quote_end":189,"text_sha256":"593408e79eb5b9a6d51fce3464ab0e4b6fc34e63d83d3098b25989399c272d73","block_sha256":"593408e79eb5b9a6d51fce3464ab0e4b6fc34e63d83d3098b25989399c272d73","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2e5b712c-b120-4b45-91dd-33e6758666be/#blk_29861d09-5e77-46ee-b53c-79c6b4a51376"},{"id":"occ_6cde14e034acf0f0b554d3c9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2e5b712c-b120-4b45-91dd-33e6758666be","work_id":"wrk_c9d1ffd9-bc82-481f-b5ce-3dbca5dfe331","block_id":"blk_38401916-4b0c-42de-a5eb-2845d179f454","section_id":"sec_749d5ee8-2017-4759-9795-bb48a216cd2d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"半導体需要についても、既存のH100を再利用するだけなら、それが直ちに新しいGPUやHBMの購入になるわけではない。既存設備の空きを埋める段階と、新規設備投資まで押し上げる段階は区別すべきである。","quote_start":0,"quote_end":98,"text_sha256":"2041a317ebbe2133d3f5b8075b6081aeb36cabd8163d41f3c6aec8f31603a4a0","block_sha256":"2041a317ebbe2133d3f5b8075b6081aeb36cabd8163d41f3c6aec8f31603a4a0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2e5b712c-b120-4b45-91dd-33e6758666be/#blk_38401916-4b0c-42de-a5eb-2845d179f454"},{"id":"occ_7363b0296d2bfe5f703e093c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2e5b712c-b120-4b45-91dd-33e6758666be","work_id":"wrk_c9d1ffd9-bc82-481f-b5ce-3dbca5dfe331","block_id":"blk_4dce7fd4-5e6e-4ab9-8f8c-b3eabdd3d6ce","section_id":"sec_5961df64-54ba-48b0-a321-c09f290f2a87","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"ただし、CPUメモリの重要性が増したことから、HBMが不要になるとは言えない。別の仕事を担う資源の需要が増えることと、既存の資源を置き換えることは違う。","quote_start":0,"quote_end":76,"text_sha256":"d59be4c99b5df3bd1b0f4ad8df2114c9db6af854f910da20f12cad39ca3ca876","block_sha256":"d59be4c99b5df3bd1b0f4ad8df2114c9db6af854f910da20f12cad39ca3ca876","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2e5b712c-b120-4b45-91dd-33e6758666be/#blk_4dce7fd4-5e6e-4ab9-8f8c-b3eabdd3d6ce"},{"id":"occ_716a6edd56e4f79153786e5e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2e5b712c-b120-4b45-91dd-33e6758666be","work_id":"wrk_c9d1ffd9-bc82-481f-b5ce-3dbca5dfe331","block_id":"blk_a2e79fb3-c744-41bf-bc33-e53bb7485ca1","section_id":"sec_ac5a3b28-2a75-42b9-834a-d5ca28b8ff2f","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"ただし、CPU側のメモリを利用できることと、そのメモリがGPUのHBMと同じ速度になることは別だ。Graceの公式仕様でも、CPU側のLPDDR5XとGPU側のHBMは、容量と帯域を分けて記載されている。どこにデータを置き、どれだけ移動させるかは依然として重要になる。(","quote_start":0,"quote_end":135,"text_sha256":"277975acae5427b13687291c7a89ca8c4ec9cc15d04753164519fb6a3d3efb6d","block_sha256":"277975acae5427b13687291c7a89ca8c4ec9cc15d04753164519fb6a3d3efb6d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2e5b712c-b120-4b45-91dd-33e6758666be/#blk_a2e79fb3-c744-41bf-bc33-e53bb7485ca1"},{"id":"occ_05cfdd3ba2d1c573b9d0acbc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2e5b712c-b120-4b45-91dd-33e6758666be","work_id":"wrk_c9d1ffd9-bc82-481f-b5ce-3dbca5dfe331","block_id":"blk_c8b38dc8-3f0d-45c5-99e1-f04df4af660d","section_id":"sec_5961df64-54ba-48b0-a321-c09f290f2a87","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"計算資源の需要も、GPUとHBMだけへ集中するとは限らない。","quote_start":0,"quote_end":30,"text_sha256":"3e82ab9c2c90e14e9c6ddc900df10edd58539cab419a497ab1c0d271eeb8aff0","block_sha256":"3e82ab9c2c90e14e9c6ddc900df10edd58539cab419a497ab1c0d271eeb8aff0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2e5b712c-b120-4b45-91dd-33e6758666be/#blk_c8b38dc8-3f0d-45c5-99e1-f04df4af660d"},{"id":"occ_e82dc7f7fe46b9be30a07642","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":26,"end":29,"exact":"HBM","quote":"メモリ御三家はAIインフラの構造利益を取れるのか: HBM、DRAM、NAND不足と4兆ドル企業シナリオ","quote_start":0,"quote_end":52,"text_sha256":"8e96d361672cbf9c074305739747f75a3cf4709cec26e69104ac08ec573debde","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/"},{"id":"occ_7f6921920fd6367afbfd6239","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_1314a2ef-9d50-4bb0-8de3-df18ee2537ef","section_id":"sec_04c7320f-c4a0-4132-92b1-ca3c633602b1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM4E","quote":"HBM4E、HBM5、DDR5、MRDIMM、SOCAMM、eSSD、QLC NANDが2028年以降も不足し続ける。","quote_start":0,"quote_end":59,"text_sha256":"8b1a70e8e5c936ea76d280e873370f710b827f51cbdeb9ff7529d8e889702ecd","block_sha256":"8b1a70e8e5c936ea76d280e873370f710b827f51cbdeb9ff7529d8e889702ecd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_1314a2ef-9d50-4bb0-8de3-df18ee2537ef"},{"id":"occ_0b1dde04b84635152ac53942","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_1629f454-64d6-48f6-8327-03f03323d854","section_id":"sec_33726e59-03d1-4979-a87c-214084c91aa3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"AIインフラでは、メモリを一種類で見ると読み違える。HBM、サーバーDRAM、eSSD、HBF、XL-FLASH、NOR/SLC NANDは、それぞれAI工場の違う階層を担う。","quote_start":0,"quote_end":88,"text_sha256":"395075aa02d6ef85e3594df9b85f2f278dbc8b4dcf1d9bdde13f4f1c2a053231","block_sha256":"395075aa02d6ef85e3594df9b85f2f278dbc8b4dcf1d9bdde13f4f1c2a053231","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_1629f454-64d6-48f6-8327-03f03323d854"},{"id":"occ_ceab9c6c0730a27baa8a3763","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_179f8aa1-66b3-4822-81e3-99d1642247c6","section_id":"sec_96d3a42e-80ef-41cd-977e-4839338a9c88","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"HBFとXL-FLASHは、HBMの完全代替ではない。\nHBMは演算直結の超低レイテンシDRAMである。\nHBF/XL-FLASHは、モデル重み、巨大ベクトルDB、RAG、KV cache、頻繁な小ブロック読み出しをGPU近傍に置くた","quote_start":0,"quote_end":117,"text_sha256":"bc17269a71c2241c8ee7592e7ced285402c5115e30e5a78626986559ba9c094f","block_sha256":"bc17269a71c2241c8ee7592e7ced285402c5115e30e5a78626986559ba9c094f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_179f8aa1-66b3-4822-81e3-99d1642247c6"},{"id":"occ_69d52075fb8a57d7c46bba8a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_2e7fbf9e-2ca1-43ad-84a1-a3972fd3fa57","section_id":"sec_03db6bf6-163c-44f0-8586-d21f0bcc4bfc","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":171,"end":174,"exact":"HBM","quote":"------- | ------------------------------- |\n| 主戦場    | HBM、DDR5、MRDIMM、SOCAMM、DRAM、eSSD | TLC/QLC eSSD、XL-FLASH、HBF       |\n| 最大の利益源 | HBMとサーバーDRAM           ","quote_start":116,"quote_end":274,"text_sha256":"b2265f8c4f992c549492c3435f69f30ef5902244ecbe289e427549a8b4320351","block_sha256":"b2265f8c4f992c549492c3435f69f30ef5902244ecbe289e427549a8b4320351","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_2e7fbf9e-2ca1-43ad-84a1-a3972fd3fa57"},{"id":"occ_21b95acf7fbe4b135a69f8c3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_36dccc45-3c9a-4a5c-b672-2fe60fa7a34e","section_id":"sec_33726e59-03d1-4979-a87c-214084c91aa3","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"```text\nGPU / ASIC\n  ↓ 直結・超高帯域\nHBM\n  ↓ サーバー内メモリ\nDDR5 / MRDIMM / SOCAMM\n  ↓ 近傍ストレージ\nTLC / QLC eSSD\n  ↓ 推論高速化・巨大重み階層\nHBF / XL-FLASH\n  ↓ ","quote_start":0,"quote_end":134,"text_sha256":"0378c9f01451ed40ee3b6224f543cf2f4883cae13158a55f62de0dce07243972","block_sha256":"0378c9f01451ed40ee3b6224f543cf2f4883cae13158a55f62de0dce07243972","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_36dccc45-3c9a-4a5c-b672-2fe60fa7a34e"},{"id":"occ_54e784fc2df11dc5cf51c1a0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_44510790-7812-4e65-8782-dc640e577b6e","section_id":"sec_0ad8d54f-23c6-4b9a-86dd-1816f4cadd14","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"2026〜2027年にHBM、DDR5、MRDIMM、SOCAMM、QLC eSSD、NOR、SLC NANDが同時に締まれば、メモリ企業の利益は急激に膨らむ。だが、市場が高いPERを許すかどうかは、その利益が一度限りのサイクル","quote_start":0,"quote_end":114,"text_sha256":"d6f067ce4c962805d49ef2c7e05d0b5de2dd9589b7a84dd8a47b1da6f0943672","block_sha256":"d6f067ce4c962805d49ef2c7e05d0b5de2dd9589b7a84dd8a47b1da6f0943672","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_44510790-7812-4e65-8782-dc640e577b6e"},{"id":"occ_f7a9bb6462c65ca4548aeb56","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_52e612cb-1bf8-498c-808f-865228414707","section_id":"sec_8c21fa7e-13cc-442a-b6b6-5ea1e90c0d1e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM不足\n→ 先端DRAMウェハ不足\n→ サーバーDDR5/RDIMM/MRDIMM不足\n→ 通常DDR5/DDR4不足\n→ DDR3や成熟DRAMへの仕様ダウングレード\n→ DRAM全体のASP上昇","quote_start":0,"quote_end":101,"text_sha256":"5a898d2a9e832a035afdb99c06f3bc5025bb34dd8f0c550817427c65ff9d657e","block_sha256":"5a898d2a9e832a035afdb99c06f3bc5025bb34dd8f0c550817427c65ff9d657e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_52e612cb-1bf8-498c-808f-865228414707"},{"id":"occ_6ef59c9f8bf1aa19233f7292","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_620e64ec-c866-4c13-96dc-bf5a87ffe3d2","section_id":"sec_4e33b5da-66ae-48fc-8ac7-4158190c4e58","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"**絶ノイア:** HBMだけでなく、DDR5、MRDIMM、SOCAMM、eSSD、HBF、成熟NANDまでつながっているのが重要です。","quote_start":0,"quote_end":69,"text_sha256":"064f1ac96a17d9277ffb3da701dc82dbb94d8b0d9d1a099463f96a61e0b7dc4d","block_sha256":"064f1ac96a17d9277ffb3da701dc82dbb94d8b0d9d1a099463f96a61e0b7dc4d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_620e64ec-c866-4c13-96dc-bf5a87ffe3d2"},{"id":"occ_bb9de37580f8722959c14415","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_76859e04-c2c6-4772-bc9d-22b18838c38a","section_id":"sec_f598d189-aaf4-4aa7-a69f-d746c30db454","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":821,"end":824,"exact":"HBM","quote":"I推論用高速Flash階層     |  QLC比10〜30倍 |  サンプル段階 | 採用次第で急拡大 | HBM補完層        |","quote_start":766,"quote_end":836,"text_sha256":"481d80ea71f5b2210b8e324341d29a10c9ae77bb7ccc6b6ba8bd20813d55f706","block_sha256":"481d80ea71f5b2210b8e324341d29a10c9ae77bb7ccc6b6ba8bd20813d55f706","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_76859e04-c2c6-4772-bc9d-22b18838c38a"},{"id":"occ_22b8b40385e54b4942320fd8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_806331a4-f260-4805-a8b5-594449d89786","section_id":"sec_baaebc8a-96e3-4d42-9d6d-d8ae8c54dd9c","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":89,"end":92,"exact":"HBM","quote":"ン、KV cache、RAGの文書、推論ログ、チェックポイントは、どこかに置かれなければいけません。置く場所がHBMであり、DDRであり、eSSDであり、HBFであり、NANDです。","quote_start":34,"quote_end":125,"text_sha256":"9baf56a0cca294ebd1aece004eda15d936d06424a5a605d50c9fd7247962f262","block_sha256":"9baf56a0cca294ebd1aece004eda15d936d06424a5a605d50c9fd7247962f262","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_806331a4-f260-4805-a8b5-594449d89786"},{"id":"occ_226a915ff3096e55d9d77083","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_80b09228-dc3a-4dae-a1ee-6a9f77413c25","section_id":"sec_6ae53732-bb0a-44c5-a5bf-e666ca4c6370","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":55,"end":58,"exact":"HBM","quote":"- メモリ企業の巨大化は、一時的な利益爆発ではなく、AIインフラ向け構造利益として評価されるかで決まる。\n- HBMは先端DRAMウェハを大量に吸収し、一般DRAMやサーバーDRAMの供給にも影響する。\n- NANDは、TLC/QLC eSSDのAI需要と、NOR/SLC NANDの成熟品不足を分けて見る必要がある","quote_start":0,"quote_end":158,"text_sha256":"f8215c4aef76825cb6d537d150d7f2d1cf4cfd3e62cfccdc9ad3bc0225f89c6d","block_sha256":"f8215c4aef76825cb6d537d150d7f2d1cf4cfd3e62cfccdc9ad3bc0225f89c6d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_80b09228-dc3a-4dae-a1ee-6a9f77413c25"},{"id":"occ_4ad4e3e88f515a0bc7223cd3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_883787c4-04cf-4542-a247-27e42a89f166","section_id":"sec_8c21fa7e-13cc-442a-b6b6-5ea1e90c0d1e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"今回のメモリ相場は、単なる在庫循環ではない。中心にあるのは、HBMによる先端DRAMウェハの吸収である。","quote_start":0,"quote_end":52,"text_sha256":"17b354ab9063a8ad3a65d8039494b57caeb917ce7f076997e909283faae2c231","block_sha256":"17b354ab9063a8ad3a65d8039494b57caeb917ce7f076997e909283faae2c231","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_883787c4-04cf-4542-a247-27e42a89f166"},{"id":"occ_d9c787254f1f46b668861ebe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_92b9c674-91b1-49a6-b0e4-4d1b0a4ef069","section_id":"sec_50df44e7-3846-410b-9bbb-d577435f5e35","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは先端DRAMウェハを大量に消費する。\nAIサーバーDRAMはGPU/ASIC増加とともに伸びる。\neSSDはAI推論、RAG、KV cache、HDD代替で伸びる。\nNOR/SLC NANDは成熟品","quote_start":0,"quote_end":103,"text_sha256":"ccda25410ecec8be0a6fd74d78ae7561ea8dc0daa13edba5253bbf7cd900e643","block_sha256":"ccda25410ecec8be0a6fd74d78ae7561ea8dc0daa13edba5253bbf7cd900e643","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_92b9c674-91b1-49a6-b0e4-4d1b0a4ef069"},{"id":"occ_05b26c4a7f8f5459c983ffb4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_95462893-f549-4cf2-bc61-f89952fca6fe","section_id":"sec_8c21fa7e-13cc-442a-b6b6-5ea1e90c0d1e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"TrendForceによれば、主要3社におけるHBM向けウェハ投入比率は、2025年末18%、2026年末22%、2027年末30%へ上昇する。一方で、HBMのビット供給比率はそれぞれ8%、9%、13%にとどまる。","quote_start":0,"quote_end":107,"text_sha256":"c1abff25b42e659be0382e1b044d6c22182eb1562db85d47fc695e1518729959","block_sha256":"c1abff25b42e659be0382e1b044d6c22182eb1562db85d47fc695e1518729959","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_95462893-f549-4cf2-bc61-f89952fca6fe"},{"id":"occ_38c6ee92896cd40095e6d2d2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_b193f436-b420-4e37-9aa2-b9a280f4e7a7","section_id":"sec_0ad8d54f-23c6-4b9a-86dd-1816f4cadd14","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":76,"end":79,"exact":"HBM","quote":"構造利益に近い状態 |\n| --- | --- | --- |\n| 契約 | 短期スポット価格が主導する | HBM/eSSDの長期契約と顧客認証が主導する |\n| 供給 | 一般DRAM/NAND増産で急に緩む | HBM、積層、先端パッケージ、電力が同時に制約になる |\n| 需要 | 顧客在庫積み増しで止まる ","quote_start":21,"quote_end":179,"text_sha256":"e0bfc08c7334d651377af4abaf5bf7ffba402b8cb8bff31fee651974f5ee1766","block_sha256":"e0bfc08c7334d651377af4abaf5bf7ffba402b8cb8bff31fee651974f5ee1766","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_b193f436-b420-4e37-9aa2-b9a280f4e7a7"},{"id":"occ_8b842b9efe5c64d9850af811","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_c68fbb2c-4ead-4d08-a271-a16d29c1a9ba","section_id":"sec_bc5cd9e4-13bf-4471-b7d8-da96b5fb4d46","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":76,"end":79,"exact":"HBM","quote":"実際にはピーク利益で割安ではなかったという展開になる。\nただし、過去のメモリ不況のように完全赤字化するよりは、HBM、AIサーバーDRAM、eSSDが下支えして「高利益から中利益への調整」になる可能性が高い。","quote_start":21,"quote_end":125,"text_sha256":"fc99613bc23eac2cacdb165ae52321955e4df49027810f24fa83149982b20915","block_sha256":"fc99613bc23eac2cacdb165ae52321955e4df49027810f24fa83149982b20915","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_c68fbb2c-4ead-4d08-a271-a16d29c1a9ba"},{"id":"occ_23cd4f95b2421ab640dad6e0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_cdddc656-4028-42c9-ae7f-3042a330ee31","section_id":"sec_517148b5-8aff-4fcd-b76c-48583ba6519f","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、炉のそばに積まれた高速の書庫。\nDDRは、広間を満たす作業台。\nNANDは、地下に沈められた長い記録。\nHBFとXL-FLASHは、炉と地下書庫のあいだに作られる新しい回廊である。","quote_start":0,"quote_end":95,"text_sha256":"9bdb47d81f60b95a998fc51bfecc7f98b323d9e4fe88d178ecdafa08378c2372","block_sha256":"9bdb47d81f60b95a998fc51bfecc7f98b323d9e4fe88d178ecdafa08378c2372","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_cdddc656-4028-42c9-ae7f-3042a330ee31"},{"id":"occ_b86b1efde9071e33130f8ea1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_ce0dc454-b28a-44d1-ad0b-d0d9e250e501","section_id":"sec_33726e59-03d1-4979-a87c-214084c91aa3","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":63,"end":66,"exact":"HBM","quote":"下までが同時に締まると、メモリ不足は単なる部品不足ではなく、AIインフラ全体の速度制限になる。GPUを買えてもHBMが足りない。HBMを積めてもDDR5やeSSDが高い。eSSDを確保しても産業・車載向けの成熟メモリが不足する。そうなると、AIインフラの成長は、メモリ各社の価格交渉力を長く支える。","quote_start":8,"quote_end":157,"text_sha256":"d72638d0272d4adc35555dce3bb61a589e68ad7cb496156cf433fd94f316cdb2","block_sha256":"d72638d0272d4adc35555dce3bb61a589e68ad7cb496156cf433fd94f316cdb2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_ce0dc454-b28a-44d1-ad0b-d0d9e250e501"},{"id":"occ_a3fe6782785b0db616edfa4e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_d07a7892-6167-4295-92a5-083bcbf77569","section_id":"sec_7e80becc-7ac5-41cc-aae2-d42ad0debe6b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM・DRAM・NAND不足、Kioxia/SanDiskの1兆ドルシナリオまで","quote_start":0,"quote_end":44,"text_sha256":"508dce12d6f7696fcd29d6baf20c7154b2b2925dc9d50752b6e507586c0993d1","block_sha256":"508dce12d6f7696fcd29d6baf20c7154b2b2925dc9d50752b6e507586c0993d1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_d07a7892-6167-4295-92a5-083bcbf77569"},{"id":"occ_f48259cff05bda3250309b12","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_d629e1aa-3300-4276-850c-92c3d0d110c8","section_id":"sec_8c21fa7e-13cc-442a-b6b6-5ea1e90c0d1e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"これは非常に重要である。\nHBMは大量の先端DRAMウェハを消費するにもかかわらず、出荷ビット量としては通常DRAMほど増えない。つまり、HBMが増えるほど、DDR5、RDIMM、MRDIMM、SOCAMM、LPDDR、DDR4など","quote_start":0,"quote_end":116,"text_sha256":"10bfc87e5f1d132b7c24ea3507faaa4d2c385a545307308969544f62d15a6a4e","block_sha256":"10bfc87e5f1d132b7c24ea3507faaa4d2c385a545307308969544f62d15a6a4e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_d629e1aa-3300-4276-850c-92c3d0d110c8"},{"id":"occ_bd515a317ba6059f1b235cfe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_eb6c3011-bb16-4b01-b30c-d8ad0e18f046","section_id":"sec_50df44e7-3846-410b-9bbb-d577435f5e35","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":13,"end":18,"exact":"HBM4E","quote":"この答えが見えてくるのは、HBM4E/HBM5、DDR5/MRDIMM/SOCAMM、QLC eSSD、HBF/XL-FLASHの2028年契約価格と供給状況が明らかになる時である。","quote_start":0,"quote_end":91,"text_sha256":"a554de932a91f0c69bc80e9b12a7a9f685e1efb8fb9c9b3e5925857f387afdbd","block_sha256":"a554de932a91f0c69bc80e9b12a7a9f685e1efb8fb9c9b3e5925857f387afdbd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_eb6c3011-bb16-4b01-b30c-d8ad0e18f046"},{"id":"occ_604583553c5c48f5b34250a2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_ec8e0d6b-10d7-463f-a88f-099960eec6a0","section_id":"sec_57ed0a6d-c6bb-41e2-a775-35ff9c08fb99","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":55,"end":58,"exact":"HBM","quote":"KioxiaとSanDiskは、Samsung/SK hynix/Micronとは少し違う。\n彼らはDRAM/HBM企業ではなく、NAND特化のAIストレージ企業である。","quote_start":0,"quote_end":85,"text_sha256":"85c5085dc33a367366f5fa9cfe218135cbb55d13e9dbf5920793c109bf7d46ab","block_sha256":"85c5085dc33a367366f5fa9cfe218135cbb55d13e9dbf5920793c109bf7d46ab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_ec8e0d6b-10d7-463f-a88f-099960eec6a0"},{"id":"occ_b797b9f4c3db7d0d0fa91344","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f","block_id":"blk_fc5ca672-fbf9-40c7-a476-f2ffa7d168aa","section_id":"sec_94c2e0da-daaa-44ae-b69d-55604cf8a061","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":128,"end":131,"exact":"HBM","quote":"とされる。これは「データセンターがSLC NANDを食っている」という意味ではなく、主要メーカーが高付加価値のHBM、先進3D NAND、eSSDへ能力を振り向けた結果、成熟品の供給が削られたという意味である。","quote_start":73,"quote_end":178,"text_sha256":"62a9b342624f1e0ddd8224be8b8ce0bb4a0bed0e813933abf4238aa1a4c1fcc9","block_sha256":"62a9b342624f1e0ddd8224be8b8ce0bb4a0bed0e813933abf4238aa1a4c1fcc9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7/#blk_fc5ca672-fbf9-40c7-a476-f2ffa7d168aa"},{"id":"occ_d5a64e9f245fd9176cfd85d2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_0b3a611b-02bd-4ea2-aac3-79934e4c2473","section_id":"sec_db951709-aeda-4338-8537-94413635de26","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"> 入社時給与そのものより、AI/HBMテスター好況による賞与と、その後の報酬カーブ","quote_start":0,"quote_end":42,"text_sha256":"0e6b2ff25faca8f7baa83421e709fb8329eb307f354a80b11334de3c7af12fd9","block_sha256":"0e6b2ff25faca8f7baa83421e709fb8329eb307f354a80b11334de3c7af12fd9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_0b3a611b-02bd-4ea2-aac3-79934e4c2473"},{"id":"occ_5debc03684d328880514ea8b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_32189a04-d6a6-4e1a-bb73-d921b5142d34","section_id":"sec_453dd87d-5668-4061-bb85-a99e8e4f8a57","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"TELもAIサーバー向け先端Logic、DRAM、HBM、先端パッケージ投資を中長期の成長ドライバーとしている。([Tel](https://www.tel.com/ir/irta3a00000006g5-att/fy26q3presentations-e","quote_start":0,"quote_end":128,"text_sha256":"2d7a1780ad720852e813845df3915cdb47fa202be191f374c46ac469f22de09d","block_sha256":"2d7a1780ad720852e813845df3915cdb47fa202be191f374c46ac469f22de09d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_32189a04-d6a6-4e1a-bb73-d921b5142d34"},{"id":"occ_d9ab75ab281dbb98bc640e0a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_343c87c0-fe0c-490f-a655-d403bf18d2e1","section_id":"sec_453ff63b-362b-477b-b9cb-8444584de297","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM不足。","quote_start":0,"quote_end":6,"text_sha256":"ea4b8111db99196a748fe3e0fb7aad09162c10478ecc1dfc3b3f25d2a0e92e69","block_sha256":"ea4b8111db99196a748fe3e0fb7aad09162c10478ecc1dfc3b3f25d2a0e92e69","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_343c87c0-fe0c-490f-a655-d403bf18d2e1"},{"id":"occ_19442c5a2f19c14297057104","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_3482a183-4edc-4655-9948-8f752b085869","section_id":"sec_73304a98-c429-452a-b3b5-b4ca4f2eb709","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2191,"end":2194,"exact":"HBM","quote":"test\n                    「給与」より\n                    AI/HBMテスト市場への移動価値が大きい\n```","quote_start":2136,"quote_end":2213,"text_sha256":"69e1e7204b65d8918c353e0a3a54b03994311d405b4b275829b3793ad1742f6f","block_sha256":"69e1e7204b65d8918c353e0a3a54b03994311d405b4b275829b3793ad1742f6f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_3482a183-4edc-4655-9948-8f752b085869"},{"id":"occ_3a0ae49df5fd77d2996e7bad","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_4b3f26ed-9934-4250-afcf-a573fa814e6e","section_id":"sec_0606d2d1-086a-4383-ba8f-3a0fd1b1494e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":62,"end":65,"exact":"HBM","quote":"rchitecture\n- ADAS / E/E Architecture\n- SerDes\n- DDR / HBM Interface\n- Analog / Mixed Signal Architect\n- AI / NPU Architecture\n- Verification Lead","quote_start":7,"quote_end":153,"text_sha256":"4c4e77dc309a34d77a29bc81dee44bcf98672fbab60e3f7ff5b431974fa8ffc7","block_sha256":"4c4e77dc309a34d77a29bc81dee44bcf98672fbab60e3f7ff5b431974fa8ffc7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_4b3f26ed-9934-4250-afcf-a573fa814e6e"},{"id":"occ_56cde0ab75311a45f703cad7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_5563b8b3-b3ef-424a-86e0-83bb3cff6c7a","section_id":"sec_3bdc0720-6512-4aa2-8fa0-93da93198d76","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを買える。","quote_start":0,"quote_end":8,"text_sha256":"09a8b00405149036dbc968902d363b776da5305416d06366d5d1126ab172ec46","block_sha256":"09a8b00405149036dbc968902d363b776da5305416d06366d5d1126ab172ec46","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_5563b8b3-b3ef-424a-86e0-83bb3cff6c7a"},{"id":"occ_60cdab0cc6c204eb6392c069","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_5a719c24-9a87-4c41-8dce-97be7a4486e9","section_id":"sec_6b9569bb-6394-459d-819c-c436df6971ff","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"SK hynixではHBMを中心とした巨額利益を背景に、営業利益の10％を従業員ボーナスへ配分する仕組みを導入している。","quote_start":0,"quote_end":60,"text_sha256":"8728a7820486f61ad9f9535d76d6b48e914b8a061babc9543aa55db5579eed1b","block_sha256":"8728a7820486f61ad9f9535d76d6b48e914b8a061babc9543aa55db5579eed1b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_5a719c24-9a87-4c41-8dce-97be7a4486e9"},{"id":"occ_12a2d9ae64dff0ea960c32d4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_7668caef-cf26-4838-a054-b23f70367005","section_id":"sec_4d2bf944-aed5-44f4-b77c-9d6ed0c1625e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"CVD、Etch、Analog、SerDes、SystemVerilog、UVM、PCIe、DDR、HBM、Embedded Linux、ADAS、Functional Safetyなどを既に経験した30～40代である。","quote_start":0,"quote_end":110,"text_sha256":"01ee91529fff9b990cdf7b43a58e07667a27279d92a0453aa038e39bdf38e566","block_sha256":"01ee91529fff9b990cdf7b43a58e07667a27279d92a0453aa038e39bdf38e566","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_7668caef-cf26-4838-a054-b23f70367005"},{"id":"occ_6d043064a102f111c01624f7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_a6b9fa1e-d09e-4283-b200-9fa5e16a082f","section_id":"sec_5e89a8b0-b847-43f9-91ea-c360faaf182c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"AI半導体、HBM、先端パッケージ、データセンター。","quote_start":0,"quote_end":26,"text_sha256":"6e72f825f1acba0d8c40e6d0f10341eb725feda8e3a822c4ed4bc783d417dc8b","block_sha256":"6e72f825f1acba0d8c40e6d0f10341eb725feda8e3a822c4ed4bc783d417dc8b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_a6b9fa1e-d09e-4283-b200-9fa5e16a082f"},{"id":"occ_0b87d87cdaa90b5d2933c875","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_ade2f7fc-7bdf-43ac-bcde-48a7fbe56ae0","section_id":"sec_6b9569bb-6394-459d-819c-c436df6971ff","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"**AI需要増加  \n→ HBM価格上昇  \n→ 半導体会社の利益増加  \n→ 株主リターン増加  \n→ 従業員報酬増加**","quote_start":0,"quote_end":62,"text_sha256":"f7138aecbbbb6881c09ae457f472216892a7db2aaee4b15a1b4fc9ab843d00c2","block_sha256":"f7138aecbbbb6881c09ae457f472216892a7db2aaee4b15a1b4fc9ab843d00c2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_ade2f7fc-7bdf-43ac-bcde-48a7fbe56ae0"},{"id":"occ_edb569d607f9ec237802f395","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_c1c5137c-d2f6-4016-a735-121d1b5da959","section_id":"sec_5e89a8b0-b847-43f9-91ea-c360faaf182c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"NVIDIAやBroadcomだけではない。HBMを握るSK hynix、Samsung、NANDのキオクシア、半導体テスターのアドバンテスト、製造装置の東京エレクトロンまで、AIインフラ投資の恩恵は半導体サプライチェーン全体へ広がり始めた。","quote_start":0,"quote_end":121,"text_sha256":"22e6dd61283defb4b5a73075c598cd999ef88ccbceae478e985d5b737b506a90","block_sha256":"22e6dd61283defb4b5a73075c598cd999ef88ccbceae478e985d5b737b506a90","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_c1c5137c-d2f6-4016-a735-121d1b5da959"},{"id":"occ_988a86a7bc0c2ae6f883c1c5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_f69916c4-9b4c-4ec7-a637-77c5e07f5693","section_id":"sec_c008bfb8-d6d2-40a8-8d22-e4f906a18b23","layer":"code","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":203,"end":206,"exact":"HBM","quote":"\n「技術人材の希少性」\n「競合企業への人材流出」\n「採用難」\n「人材育成」\n「年齢構成」\n「暗黙知」\n「AI/HBM/先端半導体による技術者価格上昇」\n「海外企業との賃金格差」\n「人的資本流出が製品ロードマップ・売上・企業価値へ与える影響」\n\nという観点から、\n投資判断に利用できる人的資本リスク分析を行ってください","quote_start":148,"quote_end":306,"text_sha256":"bb930939311ece35186a65224b8740cce5582e472118ad00ca210da91686ad6b","block_sha256":"bb930939311ece35186a65224b8740cce5582e472118ad00ca210da91686ad6b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_f69916c4-9b4c-4ec7-a637-77c5e07f5693"},{"id":"occ_ffae2d3a47f12d2ff1291dba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09","block_id":"blk_f751bc43-fdc4-40e0-84c4-310de9648843","section_id":"sec_6b9569bb-6394-459d-819c-c436df6971ff","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"AI・HBMブームによって最も象徴的な変化が起きているのが韓国である。","quote_start":0,"quote_end":35,"text_sha256":"114dfca8ac34ef251f779efc47d612959ce88f6d2d80bfa33ea63b379f76b02c","block_sha256":"114dfca8ac34ef251f779efc47d612959ce88f6d2d80bfa33ea63b379f76b02c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_355a11d8-4fec-4b80-a649-e98f432ab2b2/#blk_f751bc43-fdc4-40e0-84c4-310de9648843"},{"id":"occ_e75b119ef4db053575097399","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_37ec6023-d760-4f21-887c-7dd94c473806","work_id":"wrk_48893baf-fbd1-4353-8bc8-5b83bc4aae4f","block_id":"blk_0ab50534-3a5d-4130-b08e-99bea9eaea2e","section_id":"sec_ef42ad02-5797-42fc-aa95-a5aba65116d0","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"GPUは火である。HBMは近い記憶である。  \nだが、火と記憶だけでは身体は動かない。火と火をつなぐ神経がいる。その神経が、光で編まれ始めている。","quote_start":0,"quote_end":73,"text_sha256":"500a674b8a70be0415fd91b9bebb8c9f8979c1344c2962cf9a21c80442af0f95","block_sha256":"500a674b8a70be0415fd91b9bebb8c9f8979c1344c2962cf9a21c80442af0f95","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_37ec6023-d760-4f21-887c-7dd94c473806/#blk_0ab50534-3a5d-4130-b08e-99bea9eaea2e"},{"id":"occ_bb91b83b43d097e6487cc185","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_37ec6023-d760-4f21-887c-7dd94c473806","work_id":"wrk_48893baf-fbd1-4353-8bc8-5b83bc4aae4f","block_id":"blk_43e528f3-7564-4ca3-b685-4ac2b70ad26d","section_id":"sec_20e70eef-4bbb-4a4e-acee-d5c5c04e40f8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"GPUは演算器であり、HBMは記憶の近接層である。しかし、巨大モデルの学習や大規模推論では、GPU単体の性能よりも、GPU間でどれだけ速く、どれだけ低遅延で、どれだけ効率よくデータを渡せるかが効いてくる。モデル並列、データ並列、","quote_start":0,"quote_end":114,"text_sha256":"0f330f43b741410a9924476dc648329edb548e670161697e79f3ec9b6366eea8","block_sha256":"0f330f43b741410a9924476dc648329edb548e670161697e79f3ec9b6366eea8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_37ec6023-d760-4f21-887c-7dd94c473806/#blk_43e528f3-7564-4ca3-b685-4ac2b70ad26d"},{"id":"occ_eb346737e0d9ff578a59082f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e","work_id":"wrk_c607c873-652b-451e-89e4-a9043a064d80","block_id":"blk_9eddb7eb-d510-4e5a-bfbb-3f6434840616","section_id":"sec_861ab661-b44b-496c-8944-dc69f2f73b05","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"この循環が回り始めると、AIインフラは二層化する。一方には、GPU、HBM、光、電力、液冷を抱える巨大クラウドがある。もう一方には、低消費電力SoC、画像センサー、パワー半導体、無線接続、HMI、モーター制御を抱える現場側のAIがある。","quote_start":0,"quote_end":118,"text_sha256":"0a07132978fea8374ef212febf79667aa2db17ada76b5e1a0b00be6c26b567d2","block_sha256":"0a07132978fea8374ef212febf79667aa2db17ada76b5e1a0b00be6c26b567d2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e/#blk_9eddb7eb-d510-4e5a-bfbb-3f6434840616"},{"id":"occ_3dd3727dc6dcd90fd38654ae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e","work_id":"wrk_c607c873-652b-451e-89e4-a9043a064d80","block_id":"blk_c1f1b389-0525-4b78-9730-5550c377cce0","section_id":"sec_94c17d30-b137-4666-9b80-42f56da653ac","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"AI相場はこれまで、NVIDIA、HBM、AIデータセンター、光通信、電力インフラを中心に進んできた。GPUをどれだけ積めるか、HBMをどれだけ供給できるか、データセンターにどれだけ電力を引けるか。この数年のAI投資テーマは、ほとんどが「ク","quote_start":0,"quote_end":120,"text_sha256":"347fcbe0c55cbf0787952c2100836e103f0a32f8da3960ce8c3dd5b0b97690fb","block_sha256":"347fcbe0c55cbf0787952c2100836e103f0a32f8da3960ce8c3dd5b0b97690fb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e/#blk_c1f1b389-0525-4b78-9730-5550c377cce0"},{"id":"occ_32b743b865db44c831c9783b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e","work_id":"wrk_c607c873-652b-451e-89e4-a9043a064d80","block_id":"blk_e6b8ee54-bc28-4a0b-820b-2240e29a8a72","section_id":"sec_e9a25d1d-88d6-4d3d-8a45-0f0b6d65e0c0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"これまでのAI相場は、GPU、HBM、AIデータセンター、光通信、電力インフラが中心だった。しかし、AIが本当に社会に浸透するには、クラウドで賢くなるだけでは足りない。AIは、カメラで見て、センサーで感じ、ロボットを動かし、車を制御し、","quote_start":0,"quote_end":118,"text_sha256":"9f7413bc593e8d47a877584a235144b4a4b08d7f2bf4074c34de25e887f4b55d","block_sha256":"9f7413bc593e8d47a877584a235144b4a4b08d7f2bf4074c34de25e887f4b55d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e/#blk_e6b8ee54-bc28-4a0b-820b-2240e29a8a72"},{"id":"occ_83a90c31c7448d3ea7ed77f2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":27,"end":30,"exact":"HBM","quote":"HUMNを分解すると見えてくるPhysical AIのHBM","quote_start":0,"quote_end":30,"text_sha256":"0d9b6d8ed75715cffa25adec5c89f76cfb0fd81566cc76b9a870c68bfc434e65","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1/"},{"id":"occ_b689ccf3a2d34f96f61356b2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f","block_id":"blk_4dc6c5e2-9a3c-4eb1-b157-5f35d3af8754","section_id":"sec_e703d12d-8666-4bba-85cf-119735c18fb2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"これはHBM株でも同じだ。","quote_start":0,"quote_end":13,"text_sha256":"6f5d2f16cfb3e8cf46ab189bffdabb99469149802261f7cbd452465352c4b477","block_sha256":"6f5d2f16cfb3e8cf46ab189bffdabb99469149802261f7cbd452465352c4b477","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1/#blk_4dc6c5e2-9a3c-4eb1-b157-5f35d3af8754"},{"id":"occ_51eeeec7678e0c5475c422f0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f","block_id":"blk_5de95fad-97b0-468d-8940-89e20db497b3","section_id":"sec_aae93cf4-7dfd-4f2f-b119-22d5af80514f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"## 20．その下にある「第二のHBM」","quote_start":0,"quote_end":20,"text_sha256":"b322dba06ea42003bd3acf0760670f439aeb4f6708b45b8aea7f9cde2af79955","block_sha256":"b322dba06ea42003bd3acf0760670f439aeb4f6708b45b8aea7f9cde2af79955","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1/#blk_5de95fad-97b0-468d-8940-89e20db497b3"},{"id":"occ_fb080e5a26a1f01515ce61a1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f","block_id":"blk_941c333d-9d8c-4f95-bd0a-594eb4c9d248","section_id":"sec_d825279c-6675-4acb-b6ef-7588c2dbd2c2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"## HUMNを分解すると見えてくる「Physical AIのHBM」――ヒューマノイド1台の全BOMから、次の供給制約と未織込み銘柄を探す","quote_start":0,"quote_end":70,"text_sha256":"dadcdfde72e2822a0b94bc8718615a0b482f8c9e582f8c46edb98b94ef6b434b","block_sha256":"dadcdfde72e2822a0b94bc8718615a0b482f8c9e582f8c46edb98b94ef6b434b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1/#blk_941c333d-9d8c-4f95-bd0a-594eb4c9d248"},{"id":"occ_5b2091c14f6b5421f24a962d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f","block_id":"blk_9716d22b-b801-41ae-8e3e-f2b4e7a09c49","section_id":"sec_74044e6c-ecda-4bdb-b054-265d5f6c5cd4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"## 19．Physical AI版HBMは何か","quote_start":0,"quote_end":24,"text_sha256":"9fadb50a0c4df60401000182ce18cebb0094b7abaf56a7e11be6a833795bdda5","block_sha256":"9fadb50a0c4df60401000182ce18cebb0094b7abaf56a7e11be6a833795bdda5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1/#blk_9716d22b-b801-41ae-8e3e-f2b4e7a09c49"},{"id":"occ_59ddc4b8e5463bdb2ebdb154","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f","block_id":"blk_a0cbc606-2911-4143-b011-39e3bf5f2099","section_id":"sec_46771ade-8e86-4124-819c-e4b50b36c85c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"## 「Physical AI版で、最もHBM化しやすい部品は何か」","quote_start":0,"quote_end":34,"text_sha256":"db51dabab0cefc2b1d0b9ae6cc2a1a4c5289a19ba86a5e8647dfdf48cf55b413","block_sha256":"db51dabab0cefc2b1d0b9ae6cc2a1a4c5289a19ba86a5e8647dfdf48cf55b413","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1/#blk_a0cbc606-2911-4143-b011-39e3bf5f2099"},{"id":"occ_a6a1812f411796edcf5e3fa7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f","block_id":"blk_a520322f-f36d-4e24-8644-4a2651c358af","section_id":"sec_f326878d-f1df-4775-be18-4cbf820b94b0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"これは非常にHBM的な特徴である。","quote_start":0,"quote_end":17,"text_sha256":"96abdd7a651977c9eab194809a2698db5cd990fe1b76fa2f91bd2a6e4f2b42cc","block_sha256":"96abdd7a651977c9eab194809a2698db5cd990fe1b76fa2f91bd2a6e4f2b42cc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1/#blk_a520322f-f36d-4e24-8644-4a2651c358af"},{"id":"occ_672938c1752482cdef46053d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f","block_id":"blk_b3bc0634-02e5-4c56-ab03-46ae1a8b37f3","section_id":"sec_bc900796-ad20-4fea-a7ce-7d4695e2e743","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"GPU  \nHBM  \nNetwork  \nPower  \nCooling","quote_start":0,"quote_end":37,"text_sha256":"0ccef7308f23dcba1511450a848ab84a141e5287b6bb7b61c901e0988e2417a8","block_sha256":"0ccef7308f23dcba1511450a848ab84a141e5287b6bb7b61c901e0988e2417a8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1/#blk_b3bc0634-02e5-4c56-ab03-46ae1a8b37f3"},{"id":"occ_ba39fdcdb2847f96f4d5b8d8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f","block_id":"blk_ea8d43e9-e8a5-4fe8-b443-0e4996eddc68","section_id":"sec_96764489-6637-4a5b-a602-708b916cb371","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"AI Acceleratorが増える  \n↓  \nHBM stackが増える  \n↓  \nDRAM die需要が増える","quote_start":0,"quote_end":59,"text_sha256":"3c64ec5167f2c0b76e88284f11046fc155060f3a349d9e9a4e92d135efe30a57","block_sha256":"3c64ec5167f2c0b76e88284f11046fc155060f3a349d9e9a4e92d135efe30a57","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1/#blk_ea8d43e9-e8a5-4fe8-b443-0e4996eddc68"},{"id":"occ_7a602a9641ee20d317b23083","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f","block_id":"blk_ebaeeba7-444f-4ca9-aa25-d8c3ba75b54a","section_id":"sec_2c389d65-4bff-40e0-abe7-5eb781eae34d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"## Physical AI版のHBM","quote_start":0,"quote_end":19,"text_sha256":"9bef0c78d5d1a6e65866e9538ca3a8383c4363b1296e134028850eb3e6c4974d","block_sha256":"9bef0c78d5d1a6e65866e9538ca3a8383c4363b1296e134028850eb3e6c4974d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1/#blk_ebaeeba7-444f-4ca9-aa25-d8c3ba75b54a"},{"id":"occ_04d71b40841d34dcd0263c1e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f","block_id":"blk_fbc6faef-a80c-4e6c-8ec2-73eaef0f39f2","section_id":"sec_d825279c-6675-4acb-b6ef-7588c2dbd2c2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"そしてAIサーバーにおけるHBMと同じように、","quote_start":0,"quote_end":23,"text_sha256":"387687ea7b3ba86e8316303cfd48fbb87e8c801f5a9bcc81971fb4d7002b0926","block_sha256":"387687ea7b3ba86e8316303cfd48fbb87e8c801f5a9bcc81971fb4d7002b0926","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1/#blk_fbc6faef-a80c-4e6c-8ec2-73eaef0f39f2"},{"id":"occ_a3655e8a3998f885603f4923","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_402559ee-01e9-43f3-a0e9-719e30746fc3","work_id":"wrk_67925a7e-ce57-455f-b9a5-38cd3e4c1881","block_id":"blk_0a9656c8-3bf2-4ab8-954e-5be5a5e9a5ee","section_id":"sec_bdbb1a96-59e6-4404-b855-bfe8896cba26","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM\n │\n ▼\nGPU Compute Core","quote_start":0,"quote_end":26,"text_sha256":"50b90cc81783331c0ab509508a4f964e6d90dfc4d2f56397f4a42a85272caa31","block_sha256":"50b90cc81783331c0ab509508a4f964e6d90dfc4d2f56397f4a42a85272caa31","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_402559ee-01e9-43f3-a0e9-719e30746fc3/#blk_0a9656c8-3bf2-4ab8-954e-5be5a5e9a5ee"},{"id":"occ_9f194c1286c33237c574bab2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_402559ee-01e9-43f3-a0e9-719e30746fc3","work_id":"wrk_67925a7e-ce57-455f-b9a5-38cd3e4c1881","block_id":"blk_3218a2a9-51a4-4d14-9fa4-e14eebf1f10f","section_id":"sec_32a08cb4-7e2e-4e24-8c12-2fdb870f3158","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、","quote_start":0,"quote_end":4,"text_sha256":"8369809bc2edf5b9ce467650d59ddc3db3990ba16efdc348c181e5c50041b24c","block_sha256":"8369809bc2edf5b9ce467650d59ddc3db3990ba16efdc348c181e5c50041b24c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_402559ee-01e9-43f3-a0e9-719e30746fc3/#blk_3218a2a9-51a4-4d14-9fa4-e14eebf1f10f"},{"id":"occ_60d148d6dbe69104c31c25e6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_402559ee-01e9-43f3-a0e9-719e30746fc3","work_id":"wrk_67925a7e-ce57-455f-b9a5-38cd3e4c1881","block_id":"blk_485e3cb7-5656-49a5-8af3-2f028894415b","section_id":"sec_bdbb1a96-59e6-4404-b855-bfe8896cba26","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":53,"end":56,"exact":"HBM","quote":"GPUがAI計算するとき、重み、Activation、Gradient、KV Cacheなどのデータは主にHBMへ置かれる。","quote_start":0,"quote_end":62,"text_sha256":"55a400d54eba6af7cdfc0ca0d8c1f98016f4183dd5057e3bdc2c8c3e76a6d821","block_sha256":"55a400d54eba6af7cdfc0ca0d8c1f98016f4183dd5057e3bdc2c8c3e76a6d821","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_402559ee-01e9-43f3-a0e9-719e30746fc3/#blk_485e3cb7-5656-49a5-8af3-2f028894415b"},{"id":"occ_395eeb44bffab805500e2907","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_402559ee-01e9-43f3-a0e9-719e30746fc3","work_id":"wrk_67925a7e-ce57-455f-b9a5-38cd3e4c1881","block_id":"blk_56088b7f-a7aa-4b19-b29d-d41720f6acfe","section_id":"sec_294e3a6b-10ad-4c59-980a-9fc42d551506","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"### 図解｜HBMからGPUへの供給","quote_start":0,"quote_end":19,"text_sha256":"e6c2169cd5f67e3600e4aea6086ec03c5b3c050f77aef9a64023eba8ab2eb4e1","block_sha256":"e6c2169cd5f67e3600e4aea6086ec03c5b3c050f77aef9a64023eba8ab2eb4e1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_402559ee-01e9-43f3-a0e9-719e30746fc3/#blk_56088b7f-a7aa-4b19-b29d-d41720f6acfe"},{"id":"occ_5550406d6a1a393d58e6d6ea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_402559ee-01e9-43f3-a0e9-719e30746fc3","work_id":"wrk_67925a7e-ce57-455f-b9a5-38cd3e4c1881","block_id":"blk_632b5ee8-a547-4ea9-83e0-579c6c2776e0","section_id":"sec_bdbb1a96-59e6-4404-b855-bfe8896cba26","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"GPU内部ではHBM帯域が計算性能を左右する。","quote_start":0,"quote_end":23,"text_sha256":"e81c8940eb36737d75bd7b99abbd75f6165467cdb7253a31556896f2f8258fd7","block_sha256":"e81c8940eb36737d75bd7b99abbd75f6165467cdb7253a31556896f2f8258fd7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_402559ee-01e9-43f3-a0e9-719e30746fc3/#blk_632b5ee8-a547-4ea9-83e0-579c6c2776e0"},{"id":"occ_c4da49ccdca2e86b0f412083","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_402559ee-01e9-43f3-a0e9-719e30746fc3","work_id":"wrk_67925a7e-ce57-455f-b9a5-38cd3e4c1881","block_id":"blk_71c3a45c-737e-4dce-bf83-9c7d7dd1e6be","section_id":"sec_32a08cb4-7e2e-4e24-8c12-2fdb870f3158","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"GPU A HBM\n    │\n    ▼\nGPU A\n    │\n    │ PCIe\n    ▼\nNIC A\n    │\n    │ Packet化\n    ▼\nNIC SerDes\n    │\n    ▼\n1.6","quote_start":0,"quote_end":109,"text_sha256":"616162b9d07fcc3552850ac398210422d9ca4a9bf506c71550332759c7e7d312","block_sha256":"616162b9d07fcc3552850ac398210422d9ca4a9bf506c71550332759c7e7d312","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_402559ee-01e9-43f3-a0e9-719e30746fc3/#blk_71c3a45c-737e-4dce-bf83-9c7d7dd1e6be"},{"id":"occ_0157ea1bae98facae27e3d23","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_402559ee-01e9-43f3-a0e9-719e30746fc3","work_id":"wrk_67925a7e-ce57-455f-b9a5-38cd3e4c1881","block_id":"blk_83af6e65-1248-4bdd-a71b-0725620a01eb","section_id":"sec_242fc357-b8f3-4842-9a39-34e991d8f84a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":79,"end":82,"exact":"HBM","quote":"       │\n                      ▼\n                  GPU HBM\n                      │\n                      ▼\n                     GPU\n                      │\n  ","quote_start":24,"quote_end":182,"text_sha256":"af6924c0d226c3d9f8fb9dacc658c92adff770968fce9894a2c3fe54eae92f84","block_sha256":"af6924c0d226c3d9f8fb9dacc658c92adff770968fce9894a2c3fe54eae92f84","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_402559ee-01e9-43f3-a0e9-719e30746fc3/#blk_83af6e65-1248-4bdd-a71b-0725620a01eb"},{"id":"occ_ecd2ca4bc6d0de4d33adf225","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_402559ee-01e9-43f3-a0e9-719e30746fc3","work_id":"wrk_67925a7e-ce57-455f-b9a5-38cd3e4c1881","block_id":"blk_beb42ef0-39b7-48b8-b54b-0a65d673dd80","section_id":"sec_294e3a6b-10ad-4c59-980a-9fc42d551506","layer":"caption","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"![HBMからGPUへの供給 01](media/1191938ac8d3d770f380e1ace283af6c4294cd1a0bd93235b8cb0be25315f373.webp)","quote_start":0,"quote_end":95,"text_sha256":"2e08e3f56be3002e23db104c78bd9394b6bbe21bfcc6bcc23a422352f34fd9b7","block_sha256":"2e08e3f56be3002e23db104c78bd9394b6bbe21bfcc6bcc23a422352f34fd9b7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_402559ee-01e9-43f3-a0e9-719e30746fc3/#blk_beb42ef0-39b7-48b8-b54b-0a65d673dd80"},{"id":"occ_a5bec64bab6f4bf9353b7743","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_402559ee-01e9-43f3-a0e9-719e30746fc3","work_id":"wrk_67925a7e-ce57-455f-b9a5-38cd3e4c1881","block_id":"blk_f5ca5aa6-4d76-45b5-b7c7-c92a412d1a8b","section_id":"sec_bdbb1a96-59e6-4404-b855-bfe8896cba26","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 19　HBMからまずGPUへ","quote_start":0,"quote_end":17,"text_sha256":"1dce806c9f5fdb5fc51389a021dd4bfd0e8be8c45ffd9ca7fad69b49046a2991","block_sha256":"1dce806c9f5fdb5fc51389a021dd4bfd0e8be8c45ffd9ca7fad69b49046a2991","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_402559ee-01e9-43f3-a0e9-719e30746fc3/#blk_f5ca5aa6-4d76-45b5-b7c7-c92a412d1a8b"},{"id":"occ_69b28680eab719e5ed3d6379","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_434ed8d3-8167-4144-9b6e-d003da6dda05","work_id":"wrk_3a0c5c0e-1aa0-4c0a-919b-6fdb8f3ded2d","block_id":"blk_bdc00d83-868c-47a8-bde8-c377ec2382a0","section_id":"sec_e0f6bbf3-4f33-4b74-897a-3ce9b68220b9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"AI半導体というと、GPU、HBM、先端パッケージング、光通信に目が向きやすい。","quote_start":0,"quote_end":40,"text_sha256":"61f619ff267ccfdc4f67a1a25f91c70e17fe4472ed96e0dea209f395a506bf62","block_sha256":"61f619ff267ccfdc4f67a1a25f91c70e17fe4472ed96e0dea209f395a506bf62","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_434ed8d3-8167-4144-9b6e-d003da6dda05/#blk_bdc00d83-868c-47a8-bde8-c377ec2382a0"},{"id":"occ_a5ee0c9568852486fa1c234c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":10,"end":13,"exact":"HBM","quote":"NAND・DRAM・HBMの違いから始める、AI時代のメモリー入門","quote_start":0,"quote_end":33,"text_sha256":"2b7e1827f6436f5c366ae5582360dd8dbef10c54fcf17a314ce00d2085ec2497","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/"},{"id":"occ_3386769b1f45eb95776a3e10","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_001f4a5d-1136-4e30-a209-a65e55e8adf7","section_id":"sec_1b872411-0fd5-41ae-bf41-7050dd18895b","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":89,"end":92,"exact":"HBM","quote":"にも演算器、レジスタ、SRAM、DRAMがある\n- ASICにも演算器、レジスタ、SRAMがあり、用途に応じてHBMやDDRを接続する\n- HBMはGPU専用の別種メモリーではなく、高帯域化したDRAMである\n- NVIDIAのCPUが2基のGPUに挟まれた配置は、高速接続のためのパッケージ構造である\n- GPU同","quote_start":34,"quote_end":192,"text_sha256":"d612bf5e2b82a12b2448ea10f9d334c7b7cc32eadb346fdedbf2c84e775d9e6d","block_sha256":"d612bf5e2b82a12b2448ea10f9d334c7b7cc32eadb346fdedbf2c84e775d9e6d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_001f4a5d-1136-4e30-a209-a65e55e8adf7"},{"id":"occ_6e152f21a9b43a68619a8034","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_03fe1512-74ab-4a3e-8e9f-ef5113cd4c96","section_id":"sec_a8d1da76-a79c-4637-920d-af355b517b92","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBM\n- サーバーDRAM\n- QLC eSSD\n- 車載・産業用製品","quote_start":0,"quote_end":38,"text_sha256":"adf073bdc8b1cbe194ba71e1310a51dcb608ff9e9d047f1f034726ad7e53058d","block_sha256":"adf073bdc8b1cbe194ba71e1310a51dcb608ff9e9d047f1f034726ad7e53058d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_03fe1512-74ab-4a3e-8e9f-ef5113cd4c96"},{"id":"occ_02b5e06eb1ea93149d4124d4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_048f5d05-170d-4c4f-ad06-e39e5c7eb3e3","section_id":"sec_bb4e891b-8d26-4899-b8ff-c4155e5b75a1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"外側にHBMまたはGDDRが接続される。","quote_start":0,"quote_end":20,"text_sha256":"cb349e64a7ea56f14e01698e008b90147e16070fdc1fd31da1b910bf646f54db","block_sha256":"cb349e64a7ea56f14e01698e008b90147e16070fdc1fd31da1b910bf646f54db","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_048f5d05-170d-4c4f-ad06-e39e5c7eb3e3"},{"id":"occ_369fea88c61d013f0a09b40c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_067d63a4-1c91-4b3a-9f6e-fc602686e66c","section_id":"sec_07de2a1b-2c38-4af9-a85c-821a3058048b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":67,"end":70,"exact":"HBM","quote":"すため、GPUではCPU以上に大きなメモリー帯域が必要になる。そのためGPUの外部には、DDRよりも帯域の広いHBMやGDDRが使われる。","quote_start":12,"quote_end":81,"text_sha256":"9c397647a731c5105eaee478c95ef3774ddf461a91fc25e3986572d4f818a334","block_sha256":"9c397647a731c5105eaee478c95ef3774ddf461a91fc25e3986572d4f818a334","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_067d63a4-1c91-4b3a-9f6e-fc602686e66c"},{"id":"occ_f13ee5d6f488fcdbfc079824","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_0e3cc8bf-d315-4648-a303-a6cf25c82c44","section_id":"sec_581caf25-2bce-4494-949a-4e26341664d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":44,"end":47,"exact":"HBM","quote":"メモリーコヒーレントとは、CPUキャッシュ、GPUキャッシュ、CPU側DRAM、GPU側HBMの間で、データの整合性を保つ仕組みである。","quote_start":0,"quote_end":68,"text_sha256":"bd5a05438d38c99a58ad6b54961d45fc816ee3b0d739b6e23ae4e4e5036d0446","block_sha256":"bd5a05438d38c99a58ad6b54961d45fc816ee3b0d739b6e23ae4e4e5036d0446","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_0e3cc8bf-d315-4648-a303-a6cf25c82c44"},{"id":"occ_d673a20ec535c3fbd4bbb6dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_162af379-816e-49a7-95b1-dfd97c2bfd8b","section_id":"sec_ddb62e93-8421-4f06-b0c0-bbfcff94bb30","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"```\n演算器\n  ↑\nレジスタ\n  ↑\nL1・共有メモリー・L2などのSRAM\n  ↑\nHBM・GDDR・DDR・LPDDRなどのDRAM\n  ↑\nSSDのNAND\n  ↑\nHDD・磁気テープ\n```","quote_start":0,"quote_end":101,"text_sha256":"f65f9dec1892750b88ba1c6e6fe37745044bb1883b6a4337f40c0e05d9cdc446","block_sha256":"f65f9dec1892750b88ba1c6e6fe37745044bb1883b6a4337f40c0e05d9cdc446","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_162af379-816e-49a7-95b1-dfd97c2bfd8b"},{"id":"occ_2f2303f6665feb3ba7b1bc6f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_1c05c021-ec13-47db-a87b-8acb6b704b6d","section_id":"sec_8a56ac89-fe16-4bd3-9996-ecc65e296dda","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM                      HBM\n ↓                        ↓\nBlackwell GPU ⇄ Grace CPU ⇄ Blackwell GPU\n    ","quote_start":0,"quote_end":107,"text_sha256":"a370cc07dcb553ac75573030039ede25f6b49cb866003e2da7865f0343f7f463","block_sha256":"a370cc07dcb553ac75573030039ede25f6b49cb866003e2da7865f0343f7f463","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_1c05c021-ec13-47db-a87b-8acb6b704b6d"},{"id":"occ_4bf3b09259312abab8438d22","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_1c9fb0b0-b6a1-4c6d-9997-2a8fc9bbb80a","section_id":"sec_d5bc426f-c14c-4ed0-bc65-8f91369ae8a1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"CPUの外部には、一般にDDR5やLPDDRなどのDRAMが接続される。CPU側DRAMは、HBMほどの帯域はない一方、比較的安価に数百GBから数TBまで増やしやすい。","quote_start":0,"quote_end":84,"text_sha256":"b8bab536eae7a1a8382b93e692b8e25a8430a8f113762009105f0921472bd6ad","block_sha256":"b8bab536eae7a1a8382b93e692b8e25a8430a8f113762009105f0921472bd6ad","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_1c9fb0b0-b6a1-4c6d-9997-2a8fc9bbb80a"},{"id":"occ_3caf3a5d819d778c30bf1298","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_244ca2f0-7998-4119-902a-9f59a4fa895e","section_id":"sec_1b872411-0fd5-41ae-bf41-7050dd18895b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"その外側にSRAM、その外側にHBMやDDRなどのDRAMがある。","quote_start":0,"quote_end":33,"text_sha256":"400d624f16e8e2172c6b0a0a53a48c76e8433259e430c04195f634541949cf01","block_sha256":"400d624f16e8e2172c6b0a0a53a48c76e8433259e430c04195f634541949cf01","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_244ca2f0-7998-4119-902a-9f59a4fa895e"},{"id":"occ_17aba4a4bba29eaa2c5d42ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_25f46c2d-9b3d-47ae-b35b-2c22595378a9","section_id":"sec_5991e444-3542-4778-afe5-598982439958","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"```\n専用行列演算器\n      ↑\nローカルSRAM\n      ↑\n大容量HBM\n```","quote_start":0,"quote_end":47,"text_sha256":"8a87eb41ae15f4a39c1fe5d4f349de9a3e613298e2fa79123c863fda55b34da8","block_sha256":"8a87eb41ae15f4a39c1fe5d4f349de9a3e613298e2fa79123c863fda55b34da8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_25f46c2d-9b3d-47ae-b35b-2c22595378a9"},{"id":"occ_77cbb668f2f5cab23bbcc323","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_2cdba42a-f137-4828-9500-280415187d4b","section_id":"sec_13a7e9cc-503f-4eab-a1fa-37d3c0389027","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"対象はHBM、DDR5、RDIMM、LPDDR、CXLメモリー。","quote_start":0,"quote_end":32,"text_sha256":"4ff22cbcbc9fc7cd3fd8d5db9585a387756f1033f25c931f4c69dbbccb7da2e9","block_sha256":"4ff22cbcbc9fc7cd3fd8d5db9585a387756f1033f25c931f4c69dbbccb7da2e9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_2cdba42a-f137-4828-9500-280415187d4b"},{"id":"occ_a62f0513cd9980cf4e4d0366","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_2fe28a34-ee61-4668-893e-f543dc46bbe6","section_id":"sec_1dac09e1-23fd-48d5-9fc5-6a24aff2a4b4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"この原則を理解すれば、なぜAI向けHBMが不足すると普通のDRAMまで値上がりするのか、なぜNANDメーカーがAIデータセンター向けSSDへ生産を寄せるのか、なぜ最近SRAMの重要性が急に語られ始めたのかが見えてくる。","quote_start":0,"quote_end":109,"text_sha256":"7c8555ccd1f62f2e264bfc2f393a63b5fec86575afe31cb5e7d4e0a85ba266c2","block_sha256":"7c8555ccd1f62f2e264bfc2f393a63b5fec86575afe31cb5e7d4e0a85ba266c2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_2fe28a34-ee61-4668-893e-f543dc46bbe6"},{"id":"occ_22e7d3f840711ab5cc9a007c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_340edb0b-f56f-4f47-86d2-fa57bda9304b","section_id":"sec_700e109a-5cda-4075-bdb7-55f10002694f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"領域主に置くデータレジスタ今計算している値SRAM再利用する重み、活性値、中間結果HBMモデル全体、大きなKVキャッシュCPU側DRAM退避データ、入力、システム処理SSD長期保存、Warm KV、データセット","quote_start":0,"quote_end":105,"text_sha256":"369df0de018984b78ff55ed838f2897873c5dc6f95a1c558b99e9e158538446a","block_sha256":"369df0de018984b78ff55ed838f2897873c5dc6f95a1c558b99e9e158538446a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_340edb0b-f56f-4f47-86d2-fa57bda9304b"},{"id":"occ_c05017089bff5ee18d4a94c1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_35d21117-175a-4c24-81cb-02f47bcd68df","section_id":"sec_141fb5fc-7f28-48b1-ad5e-32933b84e2c4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、DDR、LPDDRのどこへウェハーを配分するかも重要である。","quote_start":0,"quote_end":34,"text_sha256":"5e0606b9d616bcf83f6dd44379a5bc1dd6aacfb849cebe79882d672ae26e9f41","block_sha256":"5e0606b9d616bcf83f6dd44379a5bc1dd6aacfb849cebe79882d672ae26e9f41","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_35d21117-175a-4c24-81cb-02f47bcd68df"},{"id":"occ_7722e96e87d59b2406855c4a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_367ae184-030a-4954-b379-72dc16d25c5c","section_id":"sec_07e25edc-7a88-498a-90d8-24c1e67ec925","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"## 4．HBMとは何か","quote_start":0,"quote_end":12,"text_sha256":"5645156b6d56076d0156fef29875113daa398d9d1c78d632f26ab3a92e6b785b","block_sha256":"5645156b6d56076d0156fef29875113daa398d9d1c78d632f26ab3a92e6b785b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_367ae184-030a-4954-b379-72dc16d25c5c"},{"id":"occ_266a4773ae3f02c3ae4dffba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_37f4b58d-4379-4c29-b87e-2dc887bdc18d","section_id":"sec_e987b598-e415-4972-819b-5002c729b31f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"CPUが一つ一つの行列積を計算したり、HBMとTensor Coreの間に入ったりするわけではない。","quote_start":0,"quote_end":50,"text_sha256":"f4b17a6b894dd447f50acd5a85b6bf26f517fd4e35df604a99f7f8afc8cc3704","block_sha256":"f4b17a6b894dd447f50acd5a85b6bf26f517fd4e35df604a99f7f8afc8cc3704","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_37f4b58d-4379-4c29-b87e-2dc887bdc18d"},{"id":"occ_b9a74ec4de181bbf81a462d8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_392667ed-3031-439a-be4c-78934a5d681e","section_id":"sec_e987b598-e415-4972-819b-5002c729b31f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"```\nGPU内部\n\nHBM\n ↓\nL2・共有メモリー・レジスタ\n ↓\nTensor Core\n ↓\n計算結果\n```","quote_start":0,"quote_end":59,"text_sha256":"20084be8e8231f3b3dae343bc330ee3dc744389bd0a74c6ad8e64dc96b91bf5d","block_sha256":"20084be8e8231f3b3dae343bc330ee3dc744389bd0a74c6ad8e64dc96b91bf5d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_392667ed-3031-439a-be4c-78934a5d681e"},{"id":"occ_646a788d1b514b3a95e3443f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_3e33f53b-357f-40f1-b72a-170dd08ad78f","section_id":"sec_2e4c59c1-e166-4494-90ac-3a55eae3fecb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMとDDR5は完全に同じ製品ではないが、上流ではDRAMウェハー、生産設備、人員、材料の一部を共有する。","quote_start":0,"quote_end":54,"text_sha256":"93eba39af7afa28a87cb3c13be1f2555cf90d2f030fca83aabc12c338bb3b8ad","block_sha256":"93eba39af7afa28a87cb3c13be1f2555cf90d2f030fca83aabc12c338bb3b8ad","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_3e33f53b-357f-40f1-b72a-170dd08ad78f"},{"id":"occ_25e917bcf8039e5fac40516c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_42a640df-ae40-4246-9c99-1e6f3cf5915e","section_id":"sec_2baf69be-09f6-423b-abe7-8ba4133fa4fb","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":66,"end":69,"exact":"HBM","quote":"  ↑\nレジスタ・アキュムレーター\n   ↑\nローカルSRAM\n   ↑\n共有SRAM・キャッシュ\n   ↑\nHBM・DDR・LPDDR\n   ↑\nSSD\n```","quote_start":11,"quote_end":92,"text_sha256":"0b9e5d7deec95d51faf455a9c535e639a5d7a82885bb2c386b1c215bf0c6ef47","block_sha256":"0b9e5d7deec95d51faf455a9c535e639a5d7a82885bb2c386b1c215bf0c6ef47","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_42a640df-ae40-4246-9c99-1e6f3cf5915e"},{"id":"occ_7f0da45304f66f095c5f6be5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_48051614-983d-4c6b-9d69-d74975625f65","section_id":"sec_a5e63ad5-86ce-4310-8f16-856351d776ee","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"前回の記事では、SRAM、DRAM、HBM、NANDを、演算器からの距離に応じた階層として説明した。","quote_start":0,"quote_end":50,"text_sha256":"499e0d0e6924a16c0032d9bd6d1c6c97232829e961cc8e9932b18992f46fae38","block_sha256":"499e0d0e6924a16c0032d9bd6d1c6c97232829e961cc8e9932b18992f46fae38","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_48051614-983d-4c6b-9d69-d74975625f65"},{"id":"occ_2f838dbdbdd56da6930ea3f4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_4d279b85-a791-4ba8-a57c-6b98c384073f","section_id":"sec_581caf25-2bce-4494-949a-4e26341664d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":43,"end":46,"exact":"HBM","quote":"ただし、コヒーレントだからといって、CPU側LPDDRへのアクセスがGPU内SRAMやHBMと同じ速さになるわけではない。","quote_start":0,"quote_end":61,"text_sha256":"38bae29e5bdceef94295050d9960051d80527da9a8f3c69def40bd45dadf1a09","block_sha256":"38bae29e5bdceef94295050d9960051d80527da9a8f3c69def40bd45dadf1a09","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_4d279b85-a791-4ba8-a57c-6b98c384073f"},{"id":"occ_b42f32a3ec100a09b2e4df73","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_52c35e8a-a0f7-4746-9c26-517f8fd78de5","section_id":"sec_5991e444-3542-4778-afe5-598982439958","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"## 8．HBM中心型ASIC","quote_start":0,"quote_end":15,"text_sha256":"fb3dd28efb1bfdcd6a10096899fab5cbe12638694eb264dcec58252bfef26da5","block_sha256":"fb3dd28efb1bfdcd6a10096899fab5cbe12638694eb264dcec58252bfef26da5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_52c35e8a-a0f7-4746-9c26-517f8fd78de5"},{"id":"occ_0a1626e2576743ff65f6c69c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_55d736e5-39c3-4501-ac9e-2cd53dad8435","section_id":"sec_07de2a1b-2c38-4af9-a85c-821a3058048b","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":143,"end":146,"exact":"HBM","quote":" L1・L2・L3 | レジスタ、共有メモリー、L1・L2 |\n| 外部DRAM | DDR・LPDDR | HBM・GDDR |\n| 重視するもの | 低遅延・汎用性 | 帯域・並列処理 |\n| 主な役割 | 制御、逐次処理 | 行列、ベクトル処理 |\n```","quote_start":88,"quote_end":219,"text_sha256":"7c4a6ae6bb51d6f0c54bb24b3c3446b4b60d63de83d7bcc0c7b9e6fea92bd18c","block_sha256":"7c4a6ae6bb51d6f0c54bb24b3c3446b4b60d63de83d7bcc0c7b9e6fea92bd18c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_55d736e5-39c3-4501-ac9e-2cd53dad8435"},{"id":"occ_ebcce298ff953e6a43263fcb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_571887c4-7507-4727-b4f5-b26bf755733c","section_id":"sec_5991e444-3542-4778-afe5-598982439958","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":74,"end":77,"exact":"HBM","quote":"の一例であり、行列積和演算器を大量に並べたシストリックアレイを持つ。ホストから受け取ったデータやパラメーターをHBMに置き、HBMから行列演算器へ送り込む。行列演算中は、データを演算器間で順番に受け渡すことで、毎回外部メモリーへ戻らないようにしている。([Google Cloud Documentation](ht","quote_start":19,"quote_end":177,"text_sha256":"c3d34b49b7eb8fe14da87eb06e950ad4cb93404183580f2a6b076678614967eb","block_sha256":"c3d34b49b7eb8fe14da87eb06e950ad4cb93404183580f2a6b076678614967eb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_571887c4-7507-4727-b4f5-b26bf755733c"},{"id":"occ_5e45829b00e70cb25b4d3ebb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_5859c994-b732-4ffc-a575-2c2d25d34357","section_id":"sec_0dc265ae-f101-48d7-9669-f2c37021df6b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"- GPU側HBM：最大96GB、最大3TB/s\n- CPU側LPDDR5X：最大512GB、最大546GB/s\n- CPU–GPU間NVLink-C2C：最大900GB/s","quote_start":0,"quote_end":87,"text_sha256":"33804ea5c31e901ac5d911100b9757d63cc9f649f95c2ed1c27c84975a3fcd97","block_sha256":"33804ea5c31e901ac5d911100b9757d63cc9f649f95c2ed1c27c84975a3fcd97","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_5859c994-b732-4ffc-a575-2c2d25d34357"},{"id":"occ_7920fffa51c7c18e91463540","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_5cd3bb8a-d305-4d74-a275-3fd0d8c5be58","section_id":"sec_20eb8d00-9fc9-4c85-bb19-57557870a499","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMほど低遅延・高帯域ではないが、","quote_start":0,"quote_end":18,"text_sha256":"9c4d1876bdc74813252800da7c35ba494afc36c46214bbcf4276bec2ac117dba","block_sha256":"9c4d1876bdc74813252800da7c35ba494afc36c46214bbcf4276bec2ac117dba","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_5cd3bb8a-d305-4d74-a275-3fd0d8c5be58"},{"id":"occ_0854a4fed1d4519eae62e8ac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_61b1a598-ea73-4ead-96eb-89533ac1c0b7","section_id":"sec_7080e4fd-c9b5-4356-afd5-10b0d51a1fe7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"現在起きているSRAMブーム、HBM不足、DRAM高騰、QLC SSD拡大、HDD需要は、別々の現象ではない。","quote_start":0,"quote_end":55,"text_sha256":"07f729dbe70a15ccb8c56843b699623dace49165730f7b77d048bb4e543734a8","block_sha256":"07f729dbe70a15ccb8c56843b699623dace49165730f7b77d048bb4e543734a8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_61b1a598-ea73-4ead-96eb-89533ac1c0b7"},{"id":"occ_2ce4347b92f04694a1b88dbf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_63ea36b0-16e2-4a2c-b3bc-72c95f375581","section_id":"sec_abf47d4b-32ab-42f2-ae38-e109d30e2c82","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBM：GPU・AI ASIC\n- RDIMM：AIサーバーと一般サーバー\n- LPDDR：省電力AIサーバー\n- SRAM：AIチップ内部\n- TLC SSD：高性能KVキャッシュ\n- QLC SSD：大","quote_start":0,"quote_end":105,"text_sha256":"de188b06ae5a6be22e2b1120cd8810dc1229c091c719826b14914005248f324e","block_sha256":"de188b06ae5a6be22e2b1120cd8810dc1229c091c719826b14914005248f324e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_63ea36b0-16e2-4a2c-b3bc-72c95f375581"},{"id":"occ_326c58c3034c9c409bee8952","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_662f83ba-4fc7-4ebf-97cd-04c33b391459","section_id":"sec_1b872411-0fd5-41ae-bf41-7050dd18895b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"> **演算器が必要とするデータを、レジスタ、SRAM、HBM、DRAM、SSDのどこへ置き、どれだけ再利用できるか。**","quote_start":0,"quote_end":61,"text_sha256":"f945a25a2c4347d4f1e050cdb78c555040d1f1484fb58ccdcd9be61ff2e7646c","block_sha256":"f945a25a2c4347d4f1e050cdb78c555040d1f1484fb58ccdcd9be61ff2e7646c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_662f83ba-4fc7-4ebf-97cd-04c33b391459"},{"id":"occ_998f23bef01173ba47a12969","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_72034d1e-d873-45e3-ab70-a9b9d1e81005","section_id":"sec_daa4bfbe-bc7d-4914-9c4a-44ae475a1880","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"SRAMが増えると、演算器は同じ重みや中間データを何度もHBMから読み直さずに済む。したがって、必要なDRAM容量そのものよりも、必要なDRAM帯域やアクセス回数を減らせる。","quote_start":0,"quote_end":87,"text_sha256":"29627c4c14a130d260385c07f489274215a9c1754f45f539fc2c3673f1fae289","block_sha256":"29627c4c14a130d260385c07f489274215a9c1754f45f539fc2c3673f1fae289","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_72034d1e-d873-45e3-ab70-a9b9d1e81005"},{"id":"occ_b7ab5f401acd37f91af4477a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_74e974fa-e5f3-478c-a1d9-d27c11341e07","section_id":"sec_bb4e891b-8d26-4899-b8ff-c4155e5b75a1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"GPUはHBMだけで動いているわけではない。","quote_start":0,"quote_end":22,"text_sha256":"102762fc0e282296d5319ef37415aa19b53146f3f0433b450b73f057415e7dcd","block_sha256":"102762fc0e282296d5319ef37415aa19b53146f3f0433b450b73f057415e7dcd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_74e974fa-e5f3-478c-a1d9-d27c11341e07"},{"id":"occ_6cfa6eae7672784d47ea2f20","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_7ecbd5ad-bccc-476b-868a-991aaee15d70","section_id":"sec_20eb8d00-9fc9-4c85-bb19-57557870a499","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBMより大容量化しやすい\n- NANDなので不揮発\n- DRAMより待機電力を抑えやすい\n- 重みや使用頻度の低いデータを置ける","quote_start":0,"quote_end":67,"text_sha256":"b305834afedd5790b9f31e26ce2d80b1d4399f54b9dee92bfbcf1775e699c65e","block_sha256":"b305834afedd5790b9f31e26ce2d80b1d4399f54b9dee92bfbcf1775e699c65e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_7ecbd5ad-bccc-476b-868a-991aaee15d70"},{"id":"occ_c1326db35d59e44f998bd3a9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_7f8bb333-1e5a-41cf-84b2-0329824a9d58","section_id":"sec_2e4c59c1-e166-4494-90ac-3a55eae3fecb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"つまりHBMは高価格で利益率も高いが、**通常DRAMの供給能力を大きく消費する製品**でもある。","quote_start":0,"quote_end":49,"text_sha256":"64fdabb587eee6d4a72a37a353a07dbd39b4dcd13f845d71b2a5c1578daf7afe","block_sha256":"64fdabb587eee6d4a72a37a353a07dbd39b4dcd13f845d71b2a5c1578daf7afe","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_7f8bb333-1e5a-41cf-84b2-0329824a9d58"},{"id":"occ_802ae0f60f9cf572accc0bf2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_83a6363d-d783-4329-8d0e-0cdeacd56ab6","section_id":"sec_f4560ce9-38e9-4e36-8c30-a33aa7ad517b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"すべてのデータをHBMへ置けば速いが、価格と供給量が追いつかない。すべてをNANDへ置けば大容量だが、演算器が待たされる。","quote_start":0,"quote_end":61,"text_sha256":"7479f402205de50b29ee3e204eaae7b6aaeccef6ffd5624c4e2e42a3f1acf1fb","block_sha256":"7479f402205de50b29ee3e204eaae7b6aaeccef6ffd5624c4e2e42a3f1acf1fb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_83a6363d-d783-4329-8d0e-0cdeacd56ab6"},{"id":"occ_90995f3250ec04885f090ad3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_8560d9ae-1111-4f34-9741-f02f8b304a1a","section_id":"sec_2e4c59c1-e166-4494-90ac-3a55eae3fecb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"その結果、HBMを増やすと、","quote_start":0,"quote_end":14,"text_sha256":"16fd1e3a23e15700b507d69bf46394dc6dcd25426bba48987e0616cdde2845c7","block_sha256":"16fd1e3a23e15700b507d69bf46394dc6dcd25426bba48987e0616cdde2845c7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_8560d9ae-1111-4f34-9741-f02f8b304a1a"},{"id":"occ_aee51e0b782706c2d3806929","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_8a5f05c9-76c0-4b7f-8e0d-de59332df978","section_id":"sec_2e4c59c1-e166-4494-90ac-3a55eae3fecb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMが普通のDRAMまで不足させる理由","quote_start":0,"quote_end":23,"text_sha256":"5f49905c46f53fa180c746189513e2ffab32f89acada2cb5fcd705c668f57e3a","block_sha256":"5f49905c46f53fa180c746189513e2ffab32f89acada2cb5fcd705c668f57e3a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_8a5f05c9-76c0-4b7f-8e0d-de59332df978"},{"id":"occ_1f924acdbc75bb9a158647f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_8ab34ac3-bf68-44ca-bfc1-33ad69588a3d","section_id":"sec_a5e63ad5-86ce-4310-8f16-856351d776ee","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":75,"end":78,"exact":"HBM","quote":"算器、レジスタ、SRAMがある。**  \nそして必要に応じて、そのチップの外側にDDR、LPDDR、GDDR、HBMなどのDRAMを接続する。","quote_start":20,"quote_end":91,"text_sha256":"5b280a1b710028a3197f79602fd943b20f73a76163a992f7cead85ac3718cc07","block_sha256":"5b280a1b710028a3197f79602fd943b20f73a76163a992f7cead85ac3718cc07","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_8ab34ac3-bf68-44ca-bfc1-33ad69588a3d"},{"id":"occ_6581eb0bedadf3a84ba1599a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_8b433a0d-9f4d-499b-b5d5-97aa265d8340","section_id":"sec_07e25edc-7a88-498a-90d8-24c1e67ec925","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはHigh Bandwidth Memoryの略で、DRAMダイを縦に積み重ね、GPUやAI ASICの近くに置くメモリーである。","quote_start":0,"quote_end":68,"text_sha256":"626e27d039cb45b6f94b87d2f2e40d7fad7d62070944e14b7d11d99ef2147326","block_sha256":"626e27d039cb45b6f94b87d2f2e40d7fad7d62070944e14b7d11d99ef2147326","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_8b433a0d-9f4d-499b-b5d5-97aa265d8340"},{"id":"occ_0f5c4619feb5bebe22f6a48d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_8faf4a23-59d3-4540-adc4-3a80f633cb38","section_id":"sec_7080e4fd-c9b5-4356-afd5-10b0d51a1fe7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"NAND、DRAM、HBMは競合する一種類のメモリーではない。","quote_start":0,"quote_end":31,"text_sha256":"d4c95a9b9dd49dcc3054d5ba0cdc946faf55c1523ea2aee480e8689e939702cf","block_sha256":"d4c95a9b9dd49dcc3054d5ba0cdc946faf55c1523ea2aee480e8689e939702cf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_8faf4a23-59d3-4540-adc4-3a80f633cb38"},{"id":"occ_0210474864b91aaa26dd658f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_90b8e0fb-4fb1-4905-92e2-8869d4e6f811","section_id":"sec_5991e444-3542-4778-afe5-598982439958","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"この構造では、HBMがモデル全体を保持し、SRAMやレジスタが演算中のデータ再利用を担う。","quote_start":0,"quote_end":45,"text_sha256":"e1caf312a7c400ccde4961f99b8cbe0d9c7070286a75bfd73876bbc9802a6377","block_sha256":"e1caf312a7c400ccde4961f99b8cbe0d9c7070286a75bfd73876bbc9802a6377","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_90b8e0fb-4fb1-4905-92e2-8869d4e6f811"},{"id":"occ_916b071baef9e5600d468e0b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_911de492-273b-4e44-8c43-c60e68beef7e","section_id":"sec_0dc265ae-f101-48d7-9669-f2c37021df6b","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"```\nCPU側DDR\n    ↓ PCIe転送\nGPU側HBM\n```","quote_start":0,"quote_end":36,"text_sha256":"03d7e803b1f5a1554845552692aabc3a16a35c20818d69b2e6912f689a4f8aaa","block_sha256":"03d7e803b1f5a1554845552692aabc3a16a35c20818d69b2e6912f689a4f8aaa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_911de492-273b-4e44-8c43-c60e68beef7e"},{"id":"occ_4311d2b8df6479c3884d7553","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_9237de27-d9a5-4ec1-9ccc-2210a8757bd9","section_id":"sec_2e4c59c1-e166-4494-90ac-3a55eae3fecb","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"TrendForceは、主要3社のHBM向けウェハー投入比率が、2026年末にDRAM全体の約22％へ達する一方、得られるHBMビットは全DRAMビットの約9％にとどまると予測している。2027年にはウェハー投入の約30％を使いながら、ビッ","quote_start":0,"quote_end":120,"text_sha256":"d33fd87616a1d14eb25a0d30704344d5981d12f860fd3269babdf79d7933cb69","block_sha256":"d33fd87616a1d14eb25a0d30704344d5981d12f860fd3269babdf79d7933cb69","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_9237de27-d9a5-4ec1-9ccc-2210a8757bd9"},{"id":"occ_aac8b25af3b00170b2045373","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_92d7b08e-9756-4140-8f45-e3e412b9d2bb","section_id":"sec_20eb8d00-9fc9-4c85-bb19-57557870a499","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":111,"end":114,"exact":"HBM","quote":"年後半のサンプル出荷と、2027年初めの推論デバイスの試作を目標としている。したがって、HBFは有望だが、まだHBMやSSDのような量産市場にはなっていない。([KIOXIA Corporation](https://www.kioxia.com/en-jp/about/news/2025/20250820-1.h","quote_start":56,"quote_end":214,"text_sha256":"742049d8b6297f1f748817f3d88d01c2476a53c6339a369778fc81421a26d65c","block_sha256":"742049d8b6297f1f748817f3d88d01c2476a53c6339a369778fc81421a26d65c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_92d7b08e-9756-4140-8f45-e3e412b9d2bb"},{"id":"occ_f716155b21c182c0c0c1e0b3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_93ca961b-6983-4810-89cf-e45a094b3fa4","section_id":"sec_0dc265ae-f101-48d7-9669-f2c37021df6b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"従来のCPUとGPUでは、CPU側DRAMからGPU側HBMへデータをコピーする必要があった。","quote_start":0,"quote_end":47,"text_sha256":"d3b19e0ec1608ad81677d57b70a3cc95c13b99a8c57b4a2359a92ebb58a83cf8","block_sha256":"d3b19e0ec1608ad81677d57b70a3cc95c13b99a8c57b4a2359a92ebb58a83cf8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_93ca961b-6983-4810-89cf-e45a094b3fa4"},{"id":"occ_c613bb55bae373eef620ba80","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_9c85150b-2a88-4a15-b9fd-31db708ee730","section_id":"sec_1b872411-0fd5-41ae-bf41-7050dd18895b","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"```\n演算器\n ↓\nレジスタ\n ↓\nSRAM\n ↓\nHBM・DDR・LPDDR\n ↓\nNAND SSD\n ↓\nHDD・磁気テープ\n```","quote_start":0,"quote_end":69,"text_sha256":"6df151d7056a109bb2ca0ea7a2353e52d46ea3d3b243927245884c2e1fe028ac","block_sha256":"6df151d7056a109bb2ca0ea7a2353e52d46ea3d3b243927245884c2e1fe028ac","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_9c85150b-2a88-4a15-b9fd-31db708ee730"},{"id":"occ_079b8e44477bca4b0e568180","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_9e6f34d1-eb2b-4696-9fad-e9f32017ac07","section_id":"sec_bc6c0812-ef58-4692-adaf-03b3cfd1739c","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"すべてをHBMに置けば高速だが、HBMは高価で容量も限られる。すべてを通常ストレージへ置けば、読み戻すまでに時間がかかり、GPUが待機する。","quote_start":0,"quote_end":70,"text_sha256":"18b8f41d238d751e4fa7dcb7398d93dafc9339c798e5773242c81ec93f8b3f8e","block_sha256":"18b8f41d238d751e4fa7dcb7398d93dafc9339c798e5773242c81ec93f8b3f8e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_9e6f34d1-eb2b-4696-9fad-e9f32017ac07"},{"id":"occ_679e945cc7cf91dbab42bfca","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_a3ef7085-51de-40bf-9ccb-d2a327db1db9","section_id":"sec_9b3c7345-5fed-4581-afb7-8d2e4afa8d2f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":58,"end":61,"exact":"HBM","quote":"iAnalysisは、SRAMを「非常に高速だが低密度」、DDR DRAMを「高密度で安価だが帯域が小さい」、HBMをその中間でAI向けに適したメモリーと整理している。([SemiAnalysis](https://newsletter.semianalysis.com/p/scaling-the-memory-w","quote_start":3,"quote_end":161,"text_sha256":"671da7d251dfb7e09cf3a48763344bde3ac89d72088fced749b91939e2cc8673","block_sha256":"671da7d251dfb7e09cf3a48763344bde3ac89d72088fced749b91939e2cc8673","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_a3ef7085-51de-40bf-9ccb-d2a327db1db9"},{"id":"occ_112b8176a8186b54006c1ba3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_a57da9a5-d7fe-4372-9ad3-715cdb8c7acd","section_id":"sec_af12738b-c0c4-415b-bcbc-388dfae13763","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"重要なのは、**HBMもDRAMの一種**だということである。","quote_start":0,"quote_end":31,"text_sha256":"da2e12727134e6b9618245655c6edaba26a25ca4ef507ba6f45e11ab67a5bccb","block_sha256":"da2e12727134e6b9618245655c6edaba26a25ca4ef507ba6f45e11ab67a5bccb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_a57da9a5-d7fe-4372-9ad3-715cdb8c7acd"},{"id":"occ_21ca60cd1190f977290ad2c2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_a650e325-94e8-4468-958a-1e8cfd595011","section_id":"sec_1b872411-0fd5-41ae-bf41-7050dd18895b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"「演算器とSRAMはCPU、HBMとDRAMはGPU」という分け方ではない。","quote_start":0,"quote_end":38,"text_sha256":"09d1b8babe25efdcbbb89d952659d5ef97ba8d4129690f685f909c157f0d68ba","block_sha256":"09d1b8babe25efdcbbb89d952659d5ef97ba8d4129690f685f909c157f0d68ba","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_a650e325-94e8-4468-958a-1e8cfd595011"},{"id":"occ_4506ad43ad954eb2e2e2900b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_a7243742-cf0f-43c4-9ffd-d6677d150306","section_id":"sec_a5e63ad5-86ce-4310-8f16-856351d776ee","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"> 演算器とSRAMはCPU側にあり、HBMとDRAMはGPU側にあるのか。","quote_start":0,"quote_end":38,"text_sha256":"a96e2ca34a55e21095477c2bfce3733a4e626acbfd3eddb6ccf5f46542d24638","block_sha256":"a96e2ca34a55e21095477c2bfce3733a4e626acbfd3eddb6ccf5f46542d24638","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_a7243742-cf0f-43c4-9ffd-d6677d150306"},{"id":"occ_6106fc04e793058caf0fee02","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_a913ece7-5697-4f00-8d45-fa53002d84e8","section_id":"sec_700e109a-5cda-4075-bdb7-55f10002694f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"実際のAI ASICでは、SRAMかHBMのどちらか一方だけを使うよりも、両方を使う構造が一般的である。","quote_start":0,"quote_end":52,"text_sha256":"9deb6e7fda5a33bd32360a2775737b24f29323e7c4a6ffe493133bd79b53e02d","block_sha256":"9deb6e7fda5a33bd32360a2775737b24f29323e7c4a6ffe493133bd79b53e02d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_a913ece7-5697-4f00-8d45-fa53002d84e8"},{"id":"occ_5901e710e6b4a11f9daaf348","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_a98ad1d7-d570-4cfa-b965-15d3df9ddd52","section_id":"sec_4b4f473e-5bdf-4f0b-979c-cd84f59bffab","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":51,"end":54,"exact":"HBM","quote":"SamsungはNAND、DRAM、SSDコントローラーを自社で持つ垂直統合が強い。SK hynixはHBMとサーバーDRAM、Solidigmは大容量QLC SSDに強い。MicronはDRAM、HBM、NAND、SSDを一体で供給できる。KioxiaとSanDiskは、TLC、QLC、XL-FLASH、","quote_start":0,"quote_end":154,"text_sha256":"60c03f0dde81caf487b577529fd03628e41dc0c7e60cd6d30e8f254e61c91e1a","block_sha256":"60c03f0dde81caf487b577529fd03628e41dc0c7e60cd6d30e8f254e61c91e1a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_a98ad1d7-d570-4cfa-b965-15d3df9ddd52"},{"id":"occ_baa61e9b05bee2cefe0c3357","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_a9ca8008-e6f0-45bd-8b3a-f4f68fae44a5","section_id":"sec_bb4e891b-8d26-4899-b8ff-c4155e5b75a1","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":126,"end":129,"exact":"HBM","quote":"メモリー・L1キャッシュ\n          ↑\n       L2キャッシュ\n          ↑\n外付けHBMまたはGDDR\n```","quote_start":71,"quote_end":140,"text_sha256":"a400e1cc30df5bdb5984ac934381b56179fd23233e81f12db877e1fe7008cdf6","block_sha256":"a400e1cc30df5bdb5984ac934381b56179fd23233e81f12db877e1fe7008cdf6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_a9ca8008-e6f0-45bd-8b3a-f4f68fae44a5"},{"id":"occ_d596cf6a51f85113eacbe973","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_abb64f90-49e0-4fc7-a345-e27b23f1ad68","section_id":"sec_f4560ce9-38e9-4e36-8c30-a33aa7ad517b","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"```\n最も頻繁に使うデータ\n→ SRAM\n\n現在計算しているモデル・KV\n→ HBM\n\n一時退避・CPU作業領域\n→ DRAM\n\n近いうちに再利用するデータ\n→ XL-FLASH・TLC SSD・CMX\n\n大量のモデル、RAG、Warm KV\n→ QLC SSD・将来のHBF\n\n使用","quote_start":0,"quote_end":143,"text_sha256":"67ab88e33aa0a0cf044065c763b0753f99db0b35e68f129af17c3a3171991a49","block_sha256":"67ab88e33aa0a0cf044065c763b0753f99db0b35e68f129af17c3a3171991a49","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_abb64f90-49e0-4fc7-a345-e27b23f1ad68"},{"id":"occ_d35bc070a55d4876e03e6ab0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_abf81a7a-035b-48a9-b7d9-02a951e89bcb","section_id":"sec_07e25edc-7a88-498a-90d8-24c1e67ec925","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"一般的なDDRは、比較的狭いデータ線を高い速度で動かす。一方HBMは、1000本を超えるような非常に広い配線を使い、一度に大量のデータを運ぶ。","quote_start":0,"quote_end":71,"text_sha256":"85cd6eb6058bb18a5b53f594b484da2afd750d6b864d7a4fe886276c24013979","block_sha256":"85cd6eb6058bb18a5b53f594b484da2afd750d6b864d7a4fe886276c24013979","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_abf81a7a-035b-48a9-b7d9-02a951e89bcb"},{"id":"occ_f2c0ddec8edf25509596221c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_afcc0035-4c1d-4710-b850-09e1b30bed0a","section_id":"sec_6392600a-66f3-4982-b3a9-a8018693e4ba","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## NAND・DRAM・HBMの違いから始める、AI時代のメモリー入門","quote_start":0,"quote_end":36,"text_sha256":"ea679595a286725fffe06be806e42d708c5f97f33d1d0c0fc3d38a99f63425cf","block_sha256":"ea679595a286725fffe06be806e42d708c5f97f33d1d0c0fc3d38a99f63425cf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_afcc0035-4c1d-4710-b850-09e1b30bed0a"},{"id":"occ_cf92ed71d71e89467e69da5f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_b28672f0-df00-4659-b4f8-949570f237ac","section_id":"sec_bc6c0812-ef58-4692-adaf-03b3cfd1739c","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"```\n| 階層 | 保存場所 | データ |\n| G1 | GPU HBM | 現在使っているActive KV |\n| G2 | システムDRAM | HBMから退避したKV |\n| G3 | ローカルSSD | 近いうちに再利用するKV |\n| G3.5 | 共有フラッ","quote_start":0,"quote_end":138,"text_sha256":"1bc5e5496766bbd5354287ecc16088ac122167cb75be86e8d685c5706842552e","block_sha256":"1bc5e5496766bbd5354287ecc16088ac122167cb75be86e8d685c5706842552e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_b28672f0-df00-4659-b4f8-949570f237ac"},{"id":"occ_ec97d2fb233f2f1ee39c8d0a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_b2fc2184-9653-4789-a0b3-e36a012b7bd4","section_id":"sec_2e160d9b-9bd6-415b-81de-3076e25933be","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":167,"end":170,"exact":"HBM","quote":"\n| L1・L2・L3キャッシュ | SRAM |\n| GPUの共有メモリー | オンチップSRAM |\n| HBM・DDR | 外付けDRAM |\n```","quote_start":112,"quote_end":190,"text_sha256":"584a19563063407cf5193ee0847a0199d8e3de5e7bf19e35e75d392976780be6","block_sha256":"584a19563063407cf5193ee0847a0199d8e3de5e7bf19e35e75d392976780be6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_b2fc2184-9653-4789-a0b3-e36a012b7bd4"},{"id":"occ_8493ca215c9d94f274737616","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_b68eed0f-1de2-4c29-a713-b39256703ada","section_id":"sec_1dac09e1-23fd-48d5-9fc5-6a24aff2a4b4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"AI半導体のニュースを追い始めると、HBM、DRAM、NAND、SRAM、QLC SSD、CXL、HBFといった言葉が一度に出てくる。","quote_start":0,"quote_end":67,"text_sha256":"6b6e5daafe3d52a925a5316d9dedb40ff892adf93d1b251a6f75be16f93ff7b3","block_sha256":"6b6e5daafe3d52a925a5316d9dedb40ff892adf93d1b251a6f75be16f93ff7b3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_b68eed0f-1de2-4c29-a713-b39256703ada"},{"id":"occ_8d2e39cf7c07ee71f3aad040","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_b7cccfe8-d7a4-4d50-a153-060bececd948","section_id":"sec_bb4e891b-8d26-4899-b8ff-c4155e5b75a1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"> CPUは演算器とSRAMを持ち、GPUはHBMだけを持つ","quote_start":0,"quote_end":30,"text_sha256":"a9c978da6b4b6124c64b29631b7003d78ca825847df15a1a4155c4111dfe4cc1","block_sha256":"a9c978da6b4b6124c64b29631b7003d78ca825847df15a1a4155c4111dfe4cc1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_b7cccfe8-d7a4-4d50-a153-060bececd948"},{"id":"occ_b7697c3d83992a6a004df8b1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_bb7b93f5-4407-4733-9ee8-0a261b2691fe","section_id":"sec_0022381f-3cb7-429e-a0c2-0e59d5a3283a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"SRAM中心型では、頻繁に使うモデル重みや中間データを演算器の近くへ置けるため、HBMやDRAMへのアクセスを減らせる。","quote_start":0,"quote_end":60,"text_sha256":"4af8cde497c75e37a7e6922cf47edffe543b46e1df74b7717e2e3cab03262df3","block_sha256":"4af8cde497c75e37a7e6922cf47edffe543b46e1df74b7717e2e3cab03262df3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_bb7b93f5-4407-4733-9ee8-0a261b2691fe"},{"id":"occ_0e34fbd2e550c22bb9cd2538","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_bba012f4-3a28-4e16-a667-fcd37535f3ce","section_id":"sec_700e109a-5cda-4075-bdb7-55f10002694f","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"- 学習重視ならHBMを増やす\n- バッチ1推論ならSRAMを増やす\n- 大容量推論ならSRAMとHBMを併用する\n- 低価格エッジAIならLPDDRを使う","quote_start":0,"quote_end":78,"text_sha256":"40fb7a2c8321df2ff102c397426439ca8b802fc88170f03ddeb686d719abdcf7","block_sha256":"40fb7a2c8321df2ff102c397426439ca8b802fc88170f03ddeb686d719abdcf7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_bba012f4-3a28-4e16-a667-fcd37535f3ce"},{"id":"occ_68822633fdf2238852dd901b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_bcc801a9-fd7f-48a3-86b4-1ac17093753a","section_id":"sec_a9d31305-583a-40e8-8c32-9ce7323bf738","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":83,"end":86,"exact":"HBM","quote":"タ | 手に持っている数字 | 演算直前のデータ |\n| SRAM | 机の上 | 頻繁に使うデータ |\n| HBM・DRAM | 机の引き出し | 作業中のモデルやデータ |\n| NAND・SSD | 書類棚 | 後で使うデータ |\n| HDD | 倉庫 | 大量の保存データ |\n| 磁気テープ | 遠隔地の保管","quote_start":28,"quote_end":186,"text_sha256":"21a519e659b120d4683e3fd18c4396d5e9e57db9383fb110c1a5e2f82ac297bd","block_sha256":"21a519e659b120d4683e3fd18c4396d5e9e57db9383fb110c1a5e2f82ac297bd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_bcc801a9-fd7f-48a3-86b4-1ac17093753a"},{"id":"occ_be07bf77a2091e999a806033","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_c150584d-81cc-4b9e-99ef-df0d1c0ff848","section_id":"sec_af12738b-c0c4-415b-bcbc-388dfae13763","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":119,"end":122,"exact":"HBM","quote":"PDDR | スマートフォン、ノートPC、AIサーバー |\n| GDDR | GPU、グラフィックス |\n| HBM | AIアクセラレーター、HPC |\n```","quote_start":64,"quote_end":145,"text_sha256":"f5ef744f97428f817c63642461cab0c0a4c4e47780322be2b5b18d270c82fd83","block_sha256":"f5ef744f97428f817c63642461cab0c0a4c4e47780322be2b5b18d270c82fd83","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_c150584d-81cc-4b9e-99ef-df0d1c0ff848"},{"id":"occ_e0ed9355668ecbe810f41871","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_c7193324-7a8e-4303-b686-b357d6531ed3","section_id":"sec_c01beedd-6c14-406f-a2bc-880836ca77d0","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":106,"end":109,"exact":"HBM","quote":"\n ↓\nSSD\n\n\nGPU\n大量の並列演算器\n ↓\nレジスタ\n ↓\n共有メモリー・L1・L2 SRAM\n ↓\nHBM / GDDR\n ↓\nCPU側DRAM・SSD\n\n\nAI ASIC\n専用演算器\n ↓\nレジスタ\n ↓\n用途別に設計したSRAM\n ↓\n必要に応じてHBM / DDR / LPDDR\n ↓\nSSD\n``","quote_start":51,"quote_end":209,"text_sha256":"6f92f37f3e6f183bca55ad259987cba038834242cd863e85d9807cbc5d26553c","block_sha256":"6f92f37f3e6f183bca55ad259987cba038834242cd863e85d9807cbc5d26553c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_c7193324-7a8e-4303-b686-b357d6531ed3"},{"id":"occ_0f5c55b6ecf5ba9f6db6aa83","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_cad620b3-580d-4123-bc5e-35596a3d13ec","section_id":"sec_daa4bfbe-bc7d-4914-9c4a-44ae475a1880","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"> **頻繁に使うデータをSRAMに残し、DRAMやHBMへアクセスする回数を減らす**","quote_start":0,"quote_end":44,"text_sha256":"759deb40033c6a35b0644d94fb99b60a6eb9ba6aa8fb090667332951c215a277","block_sha256":"759deb40033c6a35b0644d94fb99b60a6eb9ba6aa8fb090667332951c215a277","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_cad620b3-580d-4123-bc5e-35596a3d13ec"},{"id":"occ_97d52c670107daff6de07d5b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_cc40735c-c2ef-4188-82e0-ac28adfc4330","section_id":"sec_07e25edc-7a88-498a-90d8-24c1e67ec925","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM3E"],"evidence":{"text_basis":"markdown","start":17,"end":22,"exact":"HBM3E","quote":"SemiAnalysisによると、HBM3EではAIアクセラレーターとHBMの間に1000本以上の信号線が必要となり、一般的な基板ではなく、2.5Dパッケージが必要になる。([SemiAnalysis](https://newsletter.s","quote_start":0,"quote_end":122,"text_sha256":"a19948f649642587a84193527163d18b48543bcaee319506452862a660e826fe","block_sha256":"a19948f649642587a84193527163d18b48543bcaee319506452862a660e826fe","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_cc40735c-c2ef-4188-82e0-ac28adfc4330"},{"id":"occ_fd99ae3c811e5b688ed9572b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_ce5228e4-f0bb-4cf3-8fc0-1a44587b9320","section_id":"sec_7080e4fd-c9b5-4356-afd5-10b0d51a1fe7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":54,"end":57,"exact":"HBM","quote":"- **SRAM**は演算器直近の超高速領域\n- **DRAM**はコンピューターの作業用メモリー\n- **HBM**はAI向けに超広帯域化したDRAM\n- **NAND**は電源を切っても残る保存用メモリー\n- **SSD**はNAND、DRAM、コントローラーを組み合わせた製品\n- **HDD**は安価なオン","quote_start":0,"quote_end":157,"text_sha256":"5b42083d8a94a96967157eb23469bbf9bb2293beca134ef71d3292c6af7aa383","block_sha256":"5b42083d8a94a96967157eb23469bbf9bb2293beca134ef71d3292c6af7aa383","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_ce5228e4-f0bb-4cf3-8fc0-1a44587b9320"},{"id":"occ_8e4353b7818ff0b18d600a1e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_d8525a75-1790-453a-99a0-bf8c2700ccf2","section_id":"sec_0dc265ae-f101-48d7-9669-f2c37021df6b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM3"],"evidence":{"text_basis":"markdown","start":46,"end":50,"exact":"HBM3","quote":"Grace Hopperの例では、Grace CPUのLPDDR5XとHopper GPUのHBM3がメモリーコヒーレントに接続され、CPUとGPUが互いのメモリーへアクセスできる。GPUはHBMに入りきらないデータを、CPU側LPDDRから直接参照できる。([NVIDIA Developer](h","quote_start":0,"quote_end":150,"text_sha256":"b8d12e3ca277ff49fbc3d787ed60e907f241260a44cc43093bfaa60d3f780ff9","block_sha256":"b8d12e3ca277ff49fbc3d787ed60e907f241260a44cc43093bfaa60d3f780ff9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_d8525a75-1790-453a-99a0-bf8c2700ccf2"},{"id":"occ_5a2599e8bf302b45975cd54a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_deac9435-2cfd-465b-a0e2-55caffea9e1c","section_id":"sec_2e4c59c1-e166-4494-90ac-3a55eae3fecb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"しかもHBMは、","quote_start":0,"quote_end":8,"text_sha256":"bb363abaaee91e07dc108351f893a1355e8de297cc79ec6a22cf27b02552ef94","block_sha256":"bb363abaaee91e07dc108351f893a1355e8de297cc79ec6a22cf27b02552ef94","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_deac9435-2cfd-465b-a0e2-55caffea9e1c"},{"id":"occ_2f2deaa1e2b977c4a45e537b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_deccdab8-af23-4ac3-abee-d556f6d1bbbf","section_id":"sec_700e109a-5cda-4075-bdb7-55f10002694f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":44,"end":47,"exact":"HBM","quote":"```\n演算器\n  ↑\nレジスタ\n  ↑\n小容量・超高速SRAM\n  ↑\n大容量・高帯域HBM\n  ↑\nホスト側DRAM\n  ↑\nSSD\n```","quote_start":0,"quote_end":72,"text_sha256":"e332631b266be7cd31dbb91c7e48c5956a284aff66e7a30c00aefb711a667a5a","block_sha256":"e332631b266be7cd31dbb91c7e48c5956a284aff66e7a30c00aefb711a667a5a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_deccdab8-af23-4ac3-abee-d556f6d1bbbf"},{"id":"occ_9e1ab35127dca612fa827be7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_e00c9157-f859-4daa-9e89-951ffc140492","section_id":"sec_0dc265ae-f101-48d7-9669-f2c37021df6b","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"```\n高速・小容量\nGPU HBM\n   ↓\nCPU側LPDDR\n低速・大容量\n```","quote_start":0,"quote_end":44,"text_sha256":"ce5fc92ca2c2e7eebeaffaf059f4dd88059bdc217ee4a7477e322297df3abc52","block_sha256":"ce5fc92ca2c2e7eebeaffaf059f4dd88059bdc217ee4a7477e322297df3abc52","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_e00c9157-f859-4daa-9e89-951ffc140492"},{"id":"occ_ec58fac255cc0a7db9d77828","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_e22d1038-1e6e-4dfb-a9b7-106be63ff0aa","section_id":"sec_e987b598-e415-4972-819b-5002c729b31f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"GPUは自分のHBM、SRAM、レジスタを使って計算し、CPUはその外側でシステムを制御する。","quote_start":0,"quote_end":47,"text_sha256":"fffad5059b0835a7eb0e9e7ef0f1b393287d399b9f088154ef06cdb01571e76a","block_sha256":"fffad5059b0835a7eb0e9e7ef0f1b393287d399b9f088154ef06cdb01571e76a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_e22d1038-1e6e-4dfb-a9b7-106be63ff0aa"},{"id":"occ_d93f962bdea138fdb2133080","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_e42973b0-4e8a-4cde-ba1c-f0e0438f83ea","section_id":"sec_700e109a-5cda-4075-bdb7-55f10002694f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"## 10．SRAMとHBMを併用するASIC","quote_start":0,"quote_end":23,"text_sha256":"b6e7984d18a809bb0b77d0122fa721b29c686fce0c8b8af239aa0b51e2bf2965","block_sha256":"b6e7984d18a809bb0b77d0122fa721b29c686fce0c8b8af239aa0b51e2bf2965","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_e42973b0-4e8a-4cde-ba1c-f0e0438f83ea"},{"id":"occ_e16f243d7b2e8a3cc6b5c059","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_f4c050d6-97b1-448c-a97c-1faa0542fcc4","section_id":"sec_0dc265ae-f101-48d7-9669-f2c37021df6b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"頻繁に使うデータはHBMへ置き、容量が大きいが使用頻度の低いデータをCPU側メモリーへ置く。","quote_start":0,"quote_end":46,"text_sha256":"f62f03e54342d57b1fdb27902d9a3c7dd58923ef83accaf2ef973720cbf3b981","block_sha256":"f62f03e54342d57b1fdb27902d9a3c7dd58923ef83accaf2ef973720cbf3b981","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_f4c050d6-97b1-448c-a97c-1faa0542fcc4"},{"id":"occ_3e5ff160a0499ec360fb4b51","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_f8038d6b-7229-41e5-860d-938f48664dc1","section_id":"sec_07e25edc-7a88-498a-90d8-24c1e67ec925","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"ただしHBMは、DRAMダイを作るだけでは完成しない。","quote_start":0,"quote_end":27,"text_sha256":"6bb4e2e0f4352a6d9348d937f98d738b8825bd9e66cc8f73929ff09bd407a1b2","block_sha256":"6bb4e2e0f4352a6d9348d937f98d738b8825bd9e66cc8f73929ff09bd407a1b2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_f8038d6b-7229-41e5-860d-938f48664dc1"},{"id":"occ_e86310076084acbca6f8adc3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c","block_id":"blk_fb46cd0e-84a7-44b0-ba9b-9e11b17665fe","section_id":"sec_a5e63ad5-86ce-4310-8f16-856351d776ee","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## レジスタ、SRAM、HBM、DRAMとNVIDIA Grace Blackwellの関係","quote_start":0,"quote_end":47,"text_sha256":"fabc0b4962819342967c81d3c845544d03f98c680928a64bfab2f87974e09865","block_sha256":"fabc0b4962819342967c81d3c845544d03f98c680928a64bfab2f87974e09865","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_44c73f5c-647d-467e-8aa2-527eb6352a8a/#blk_fb46cd0e-84a7-44b0-ba9b-9e11b17665fe"},{"id":"occ_e3763909820f21b53938a8c5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_45773254-bafb-490e-9237-765416121418","work_id":"wrk_816111f9-6ccd-4f5d-89fb-f53484975328","block_id":"blk_6c3cf87e-f368-40aa-a796-952336181589","section_id":"sec_a6de65ee-7036-4ae3-bd05-704fe698f171","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"そしてこれは、AIインフラ投資の最大ボトルネックがGPUやHBMだけでなく、\n**地域社会、電力網、用水、許認可、政治**\nに移っていることを示しています。","quote_start":0,"quote_end":78,"text_sha256":"edbe865537b26bed0dde5b1c3ca27961555d6af412f19c7e8a55a54c854b0c74","block_sha256":"edbe865537b26bed0dde5b1c3ca27961555d6af412f19c7e8a55a54c854b0c74","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_45773254-bafb-490e-9237-765416121418/#blk_6c3cf87e-f368-40aa-a796-952336181589"},{"id":"occ_cf4967261ce9a31f977ac23d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e","work_id":"wrk_38ba424f-3d9a-4413-9cf8-c663552dd56a","block_id":"blk_624b3be6-098a-435e-b95d-2c0cba04adc3","section_id":"sec_cf3e1623-e124-4835-8372-553fe3e8254a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":88,"end":91,"exact":"HBM","quote":"方式を設計できたか**\n**水使用で反対されないか**\n**海底ケーブル・光網に接続できるか**\n**GPU/HBMを確保できたか**","quote_start":33,"quote_end":100,"text_sha256":"5506262e9e83dc4852e99e4c076b4c1716f7c15efb3d23c95d442b7815a24602","block_sha256":"5506262e9e83dc4852e99e4c076b4c1716f7c15efb3d23c95d442b7815a24602","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e/#blk_624b3be6-098a-435e-b95d-2c0cba04adc3"},{"id":"occ_6b70757868f752d6d07b04c6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e","work_id":"wrk_38ba424f-3d9a-4413-9cf8-c663552dd56a","block_id":"blk_acccbd1d-37e0-4eac-b55c-d3ebabd65089","section_id":"sec_1c0df0d0-f518-40b2-aebb-184add59fb4b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":64,"end":67,"exact":"HBM","quote":"い」**\n**「液冷が足りない」**\n**「変圧器が足りない」**\n**「光ファイバーが足りない」**\n**「HBMが足りない」**\n**「AIデータセンター用地が足りない」**","quote_start":9,"quote_end":98,"text_sha256":"2765c7a66596135ff19209097c05d7b477becf577ccfd0db3860c4b8d2c1b632","block_sha256":"2765c7a66596135ff19209097c05d7b477becf577ccfd0db3860c4b8d2c1b632","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e/#blk_acccbd1d-37e0-4eac-b55c-d3ebabd65089"},{"id":"occ_17328932e24c6730eeb8b80e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e","work_id":"wrk_38ba424f-3d9a-4413-9cf8-c663552dd56a","block_id":"blk_e8ba830f-a653-4eae-abc5-50f5192200af","section_id":"sec_f8d6fc6e-875d-4da1-81ad-1baa6ebf744f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"同時に、Rubin世代以降のGPU/AIラック、液冷、CPO/光接続、HBM需要が重なります。","quote_start":0,"quote_end":47,"text_sha256":"68253dd8bcacbd66a5f1cf5391dcd8f2df86082ceeaa65e259d62d8d548ad2d4","block_sha256":"68253dd8bcacbd66a5f1cf5391dcd8f2df86082ceeaa65e259d62d8d548ad2d4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e/#blk_e8ba830f-a653-4eae-abc5-50f5192200af"},{"id":"occ_e0a7871c8269f4405ee48bb0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4802c0fb-3eae-453b-96d2-1237f0009713","work_id":"wrk_02b6e758-a5fe-4b66-a620-6c322b16db7e","block_id":"blk_127bec69-1fa3-45c3-83e6-48290233dcbc","section_id":"sec_8d8462de-aa9d-4536-bcb9-8a526668b56f","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"一般的なHBMや先端3Dパッケージでは、中心導体に銅が使われることが多い。SamsungのHBMも、TSVを利用して複数のDRAMダイを積層する構造を採用している。([Samsung Semiconductor G","quote_start":0,"quote_end":107,"text_sha256":"70a09b0dccc4b4d4d3998d29aa2a2b5d1e6691d8c5a8b77a538f82969af24af1","block_sha256":"70a09b0dccc4b4d4d3998d29aa2a2b5d1e6691d8c5a8b77a538f82969af24af1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4802c0fb-3eae-453b-96d2-1237f0009713/#blk_127bec69-1fa3-45c3-83e6-48290233dcbc"},{"id":"occ_a72743f461f8525321e643cf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4802c0fb-3eae-453b-96d2-1237f0009713","work_id":"wrk_02b6e758-a5fe-4b66-a620-6c322b16db7e","block_id":"blk_4ca4c7cf-4d1a-4baa-97ae-12e1ecdb7616","section_id":"sec_e7e837b0-e363-4093-85f4-e2dee46bba9d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"シリコンインターポーザー表面には、ロジックダイとHBMをつなぐ細かな横配線がある。","quote_start":0,"quote_end":41,"text_sha256":"0582a76bcfddf0cb17d1fe84c9114c5dd7134191e31a3baa7fe818cc99e2580b","block_sha256":"0582a76bcfddf0cb17d1fe84c9114c5dd7134191e31a3baa7fe818cc99e2580b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4802c0fb-3eae-453b-96d2-1237f0009713/#blk_4ca4c7cf-4d1a-4baa-97ae-12e1ecdb7616"},{"id":"occ_988d44601b957af619ab43bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4802c0fb-3eae-453b-96d2-1237f0009713","work_id":"wrk_02b6e758-a5fe-4b66-a620-6c322b16db7e","block_id":"blk_5a7f27dd-5379-49f9-a1d3-4cb3d12ddbd9","section_id":"sec_c612333f-474c-4d2e-bf0d-9691756f9a89","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"Samsungは、HBMをTSVベースの積層技術と広いインターフェースを組み合わせた高帯域メモリーとしている。([Samsung Semiconductor Global](https://semiconductor.sam","quote_start":0,"quote_end":112,"text_sha256":"16405b21ed90324c5efc2ca9b0a5595fc188febcf9efbaff59834ab9c8ad8a30","block_sha256":"16405b21ed90324c5efc2ca9b0a5595fc188febcf9efbaff59834ab9c8ad8a30","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4802c0fb-3eae-453b-96d2-1237f0009713/#blk_5a7f27dd-5379-49f9-a1d3-4cb3d12ddbd9"},{"id":"occ_9c543e037116a8507d863ea2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4802c0fb-3eae-453b-96d2-1237f0009713","work_id":"wrk_02b6e758-a5fe-4b66-a620-6c322b16db7e","block_id":"blk_aa4be02a-23b0-495e-bd8b-b6b2788fd506","section_id":"sec_c612333f-474c-4d2e-bf0d-9691756f9a89","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでは複数のDRAMダイを上下に積み重ね、各層を多数の垂直配線で接続する。","quote_start":0,"quote_end":39,"text_sha256":"a2ca1cd87d41ab64faf3aa4141a08f97ad36ecb3bb814de6bc06dedf68edba3b","block_sha256":"a2ca1cd87d41ab64faf3aa4141a08f97ad36ecb3bb814de6bc06dedf68edba3b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4802c0fb-3eae-453b-96d2-1237f0009713/#blk_aa4be02a-23b0-495e-bd8b-b6b2788fd506"},{"id":"occ_df4107ad859b1d3d958baef7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4802c0fb-3eae-453b-96d2-1237f0009713","work_id":"wrk_02b6e758-a5fe-4b66-a620-6c322b16db7e","block_id":"blk_bc7fede6-febb-4dfa-a97c-1e153908b9c7","section_id":"sec_b1e51e98-9f17-4a07-a857-bed833ac1cf9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":388,"end":391,"exact":"HBM","quote":"TSVはダイ内部の配線であり、マイクロバンプやHybrid Bondingはダイ境界面の接続技術である。\n- HBMでは、TSVとマイクロバンプを組み合わせて複数のDRAMダイを接続する。\n- 銅とシリコンの熱膨張差による応力のため、TSV周辺にKeep-Out Zoneを設ける場合がある。\n- 将来は、Nano-","quote_start":333,"quote_end":491,"text_sha256":"3a5487509f8506a8bcb5d2989c26124ed5e20113537d484be6d9849f4ecb3eaa","block_sha256":"3a5487509f8506a8bcb5d2989c26124ed5e20113537d484be6d9849f4ecb3eaa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4802c0fb-3eae-453b-96d2-1237f0009713/#blk_bc7fede6-febb-4dfa-a97c-1e153908b9c7"},{"id":"occ_acd9a31bbf157a1bff3c29d6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4802c0fb-3eae-453b-96d2-1237f0009713","work_id":"wrk_02b6e758-a5fe-4b66-a620-6c322b16db7e","block_id":"blk_c5d7e601-fe40-4cb6-91de-9570dda40386","section_id":"sec_c612333f-474c-4d2e-bf0d-9691756f9a89","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"TSVの代表的な用途が**HBM**である。","quote_start":0,"quote_end":22,"text_sha256":"138d8d4a6b9c02896ab3685f3356584dee3193b1003c735b3026fd1cf88efd68","block_sha256":"138d8d4a6b9c02896ab3685f3356584dee3193b1003c735b3026fd1cf88efd68","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4802c0fb-3eae-453b-96d2-1237f0009713/#blk_c5d7e601-fe40-4cb6-91de-9570dda40386"},{"id":"occ_789522f0a4fc0ff6f9416d44","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4802c0fb-3eae-453b-96d2-1237f0009713","work_id":"wrk_02b6e758-a5fe-4b66-a620-6c322b16db7e","block_id":"blk_d3082c0c-6ffb-4124-9b43-568d5671728b","section_id":"sec_69915d4f-2196-4c82-b9c7-66665f568d99","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"2026年にApplied Materialsが公表したHBM向け技術資料でも、微細なTSVのバリア・シード形成と、欠陥のない銅充填が主要課題として扱われている。([Applied Materials](https://ir.appliedmaterials.c","quote_start":0,"quote_end":131,"text_sha256":"5e746a9024dd3c90f2c4db4f0a5e69d169db2d845c3860d3e4f0fe7c7d02d503","block_sha256":"5e746a9024dd3c90f2c4db4f0a5e69d169db2d845c3860d3e4f0fe7c7d02d503","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4802c0fb-3eae-453b-96d2-1237f0009713/#blk_d3082c0c-6ffb-4124-9b43-568d5671728b"},{"id":"occ_e4bc6efe6bba4a3558b4abd1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4802c0fb-3eae-453b-96d2-1237f0009713","work_id":"wrk_02b6e758-a5fe-4b66-a620-6c322b16db7e","block_id":"blk_e576d7e5-25f6-4b2f-b085-0a7c4725a507","section_id":"sec_e2202bf9-4f0d-4166-9d90-4f1bd37b6b79","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"TSVは、HBMや従来型3Dパッケージで使われる数µm級の構造だけではない。","quote_start":0,"quote_end":38,"text_sha256":"35f82a60f553e18d79456c82ff0422293a2cca0b5b6910d9a9ea37a1ba0e9704","block_sha256":"35f82a60f553e18d79456c82ff0422293a2cca0b5b6910d9a9ea37a1ba0e9704","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4802c0fb-3eae-453b-96d2-1237f0009713/#blk_e576d7e5-25f6-4b2f-b085-0a7c4725a507"},{"id":"occ_ef401d3a3360fdf982412362","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4802c0fb-3eae-453b-96d2-1237f0009713","work_id":"wrk_02b6e758-a5fe-4b66-a620-6c322b16db7e","block_id":"blk_f27ed086-b4b4-4218-a5af-c2d41497dc13","section_id":"sec_e7e837b0-e363-4093-85f4-e2dee46bba9d","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"```\nロジックダイ／HBM\n        ↓\nマイクロバンプ\n        ↓\nインターポーザー表面配線\n        ↓\nインターポーザーTSV\n        ↓\nC4バンプ\n        ↓\n有機パッケージ基板\n","quote_start":0,"quote_end":114,"text_sha256":"70cd6b0b7d14b70a527a323f0aaa54707b65249dc2c55c992a4ca14168a72700","block_sha256":"70cd6b0b7d14b70a527a323f0aaa54707b65249dc2c55c992a4ca14168a72700","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4802c0fb-3eae-453b-96d2-1237f0009713/#blk_f27ed086-b4b4-4218-a5af-c2d41497dc13"},{"id":"occ_edd4a0c09a1b47729f14a2b2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4802c0fb-3eae-453b-96d2-1237f0009713","work_id":"wrk_02b6e758-a5fe-4b66-a620-6c322b16db7e","block_id":"blk_ffe6bca3-e886-49ef-a506-727bba9d15ef","section_id":"sec_c612333f-474c-4d2e-bf0d-9691756f9a89","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMにおけるTSV","quote_start":0,"quote_end":13,"text_sha256":"22e43cf60b133efc13ca5eacad667ea604a6ccdbf34bf6fa310b99b515bc4258","block_sha256":"22e43cf60b133efc13ca5eacad667ea604a6ccdbf34bf6fa310b99b515bc4258","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4802c0fb-3eae-453b-96d2-1237f0009713/#blk_ffe6bca3-e886-49ef-a506-727bba9d15ef"},{"id":"occ_0e94a0ae6cb094a3594d4f3e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_01e5712a-7cc5-404d-8126-7290754019aa","section_id":"sec_6704fead-3d2a-4891-bd66-05bc4786613c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_01e5712a-7cc5-404d-8126-7290754019aa"},{"id":"occ_6093280f392bf482f6374b24","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_2a3dd4a7-b63a-471d-a05f-3b03f6e6d9a4","section_id":"sec_5263e9cb-692b-4569-9036-c895d290f2f7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_2a3dd4a7-b63a-471d-a05f-3b03f6e6d9a4"},{"id":"occ_b4733eb6fc8041d23aa41a4e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_326921b1-b287-4655-a1a2-5af60108896f","section_id":"sec_22b04b87-69e4-408e-8ac1-d6b8e9b87b91","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが不足する。","quote_start":0,"quote_end":9,"text_sha256":"5b32c71039011500811e707e5712a94e4fece2bad41dad9145fa9b7ae9b36806","block_sha256":"5b32c71039011500811e707e5712a94e4fece2bad41dad9145fa9b7ae9b36806","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_326921b1-b287-4655-a1a2-5af60108896f"},{"id":"occ_f0a534cdb58771656943b01c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_61390447-2fcf-439b-8077-257734aecf89","section_id":"sec_36affbb4-3124-4eb0-8706-1b3d6e94759f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを増やす。","quote_start":0,"quote_end":8,"text_sha256":"f3b7e1b3e3177cc5815e16055d65fe20572bb05e25b522b6b9bd98e77aa9d583","block_sha256":"f3b7e1b3e3177cc5815e16055d65fe20572bb05e25b522b6b9bd98e77aa9d583","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_61390447-2fcf-439b-8077-257734aecf89"},{"id":"occ_70b72eeeb7106da5997fe0e7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_852bd505-12a4-4271-a9ec-5e320a61df95","section_id":"sec_75a32f50-45ea-4c99-9b0b-e23e46e0d927","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM企業へCapital。","quote_start":0,"quote_end":14,"text_sha256":"83fe2d4831da260d640faf17cad0897238258d04907b04ae57f107bbf7e19fa1","block_sha256":"83fe2d4831da260d640faf17cad0897238258d04907b04ae57f107bbf7e19fa1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_852bd505-12a4-4271-a9ec-5e320a61df95"},{"id":"occ_239e9b4d3e83217af2d0908c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_9a6d639a-65db-4e04-9848-cb91358b8ade","section_id":"sec_36affbb4-3124-4eb0-8706-1b3d6e94759f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"GPUとHBMを接続する必要がある。","quote_start":0,"quote_end":18,"text_sha256":"39356806d883746502c99c82483dd25a2a7ca748b428942cd4cc223955bbe5bd","block_sha256":"39356806d883746502c99c82483dd25a2a7ca748b428942cd4cc223955bbe5bd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_9a6d639a-65db-4e04-9848-cb91358b8ade"},{"id":"occ_8aa70856faa45b4e920bf351","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_9c844561-47dd-41e3-a8ee-e1788363ac3a","section_id":"sec_36affbb4-3124-4eb0-8706-1b3d6e94759f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Bottleneck。","quote_start":0,"quote_end":15,"text_sha256":"b3c2f5d6f11018b2b570cc9510cd43d7a4451828c6700894e7adddfb05d39309","block_sha256":"b3c2f5d6f11018b2b570cc9510cd43d7a4451828c6700894e7adddfb05d39309","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_9c844561-47dd-41e3-a8ee-e1788363ac3a"},{"id":"occ_9d887ac15f2383b6a08b1ec9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_9f8849c0-c025-43de-a7d3-a58156a31f59","section_id":"sec_461e3d2a-e58f-4790-87cf-208cb2181881","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMからOpticalへ市場の注目が移ったから、","quote_start":0,"quote_end":25,"text_sha256":"58b011fbe4b8247e3df5c8a1e0072d2b280585993c301f2f982145a047c3f114","block_sha256":"58b011fbe4b8247e3df5c8a1e0072d2b280585993c301f2f982145a047c3f114","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_9f8849c0-c025-43de-a7d3-a58156a31f59"},{"id":"occ_2a88b3a0f31a1cc5097a2182","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_ad0dd8b1-a256-4eff-862d-18a4eaaf8b17","section_id":"sec_ce7d430b-7bd9-4b8a-9ced-8a7290a4aeaf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを増やす。","quote_start":0,"quote_end":8,"text_sha256":"f3b7e1b3e3177cc5815e16055d65fe20572bb05e25b522b6b9bd98e77aa9d583","block_sha256":"f3b7e1b3e3177cc5815e16055d65fe20572bb05e25b522b6b9bd98e77aa9d583","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_ad0dd8b1-a256-4eff-862d-18a4eaaf8b17"},{"id":"occ_7c7b45e27e8ebc9e0075ecf6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_b4ec5996-4838-4fea-875c-6d6c85b24529","section_id":"sec_461e3d2a-e58f-4790-87cf-208cb2181881","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM需要が消えたわけではない。","quote_start":0,"quote_end":16,"text_sha256":"bd7b2be802035d88f779db02233ae1a7f00a9accf74745c30382d8a38f9fb44f","block_sha256":"bd7b2be802035d88f779db02233ae1a7f00a9accf74745c30382d8a38f9fb44f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_b4ec5996-4838-4fea-875c-6d6c85b24529"},{"id":"occ_c85567eae9adc725313a93e3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_b7d6c0f7-da81-4c9b-99de-4046a32868ec","section_id":"sec_5263e9cb-692b-4569-9036-c895d290f2f7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"次のHBMとは、","quote_start":0,"quote_end":8,"text_sha256":"5e4d1e42f7805336e840c9d0d0fec0f570b7bdf4413ff9b964d501a840fe34a6","block_sha256":"5e4d1e42f7805336e840c9d0d0fec0f570b7bdf4413ff9b964d501a840fe34a6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_b7d6c0f7-da81-4c9b-99de-4046a32868ec"},{"id":"occ_6e488f012fbcc1d06e27bb93","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_c0063d8d-ecd3-424a-b4e2-30139de9b4d0","section_id":"sec_c117f7bf-95c1-4282-a4c4-f1de21c94224","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが上がった。","quote_start":0,"quote_end":9,"text_sha256":"1413239cc94006a15b3fd4774b36e19c95d4a0b9bf254cf47f1b139734c87508","block_sha256":"1413239cc94006a15b3fd4774b36e19c95d4a0b9bf254cf47f1b139734c87508","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_c0063d8d-ecd3-424a-b4e2-30139de9b4d0"},{"id":"occ_5ff7303a63053a0917a2f177","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_c965ee6e-8a0f-4c76-8b51-0fd5460471dd","section_id":"sec_5263e9cb-692b-4569-9036-c895d290f2f7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"59．この視点なら「次のHBM」を探す方法も変わる","quote_start":0,"quote_end":25,"text_sha256":"2577379d00ad5790ff70bbf8fa40c843a642d8bcdca3401fd6085c4767f55fe4","block_sha256":"2577379d00ad5790ff70bbf8fa40c843a642d8bcdca3401fd6085c4767f55fe4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_c965ee6e-8a0f-4c76-8b51-0fd5460471dd"},{"id":"occ_b0c12998f7c653f05bc617e9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_cf508af9-2bca-4e0f-b193-a4ac304eecfc","section_id":"sec_f32f1dd0-fba8-4e26-b0ba-53227912bee5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMだけでは収まらない。","quote_start":0,"quote_end":13,"text_sha256":"8e0363f52064352bd1aad9e80af3145623a08d8e4a2785bcc2344aca5e823c47","block_sha256":"8e0363f52064352bd1aad9e80af3145623a08d8e4a2785bcc2344aca5e823c47","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_cf508af9-2bca-4e0f-b193-a4ac304eecfc"},{"id":"occ_fcf5f756ead3fd5bfe624762","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_eca509ef-d21f-4d65-abbe-3eaed4db39b9","section_id":"sec_ce7d430b-7bd9-4b8a-9ced-8a7290a4aeaf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"するとHBMが不足する。","quote_start":0,"quote_end":12,"text_sha256":"ac806642445bc64ffe8bcbb813e911180c552968f5d84b36c368154f60770458","block_sha256":"ac806642445bc64ffe8bcbb813e911180c552968f5d84b36c368154f60770458","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_eca509ef-d21f-4d65-abbe-3eaed4db39b9"},{"id":"occ_e378e2934c814ee4f9ca6219","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_ee1875b9-f7e8-44ce-aa50-f58bb43467e8","section_id":"sec_a8ef0b3e-9713-4709-b0ef-24291b0ac11b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"なぜGPUの次にHBMが問題になったのか。","quote_start":0,"quote_end":21,"text_sha256":"81fa2506222128ee2b4a8156ce64430b6d20ef38e2062b3fb76c43a9eadd7f65","block_sha256":"81fa2506222128ee2b4a8156ce64430b6d20ef38e2062b3fb76c43a9eadd7f65","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_ee1875b9-f7e8-44ce-aa50-f58bb43467e8"},{"id":"occ_4ce0d13c90e260b90c82c8e9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b","block_id":"blk_f486781e-98db-4166-93ed-a8837cc26eab","section_id":"sec_75a32f50-45ea-4c99-9b0b-e23e46e0d927","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが足りない。","quote_start":0,"quote_end":9,"text_sha256":"627404e835dfc54a6e6e16d4446708e17ffe56bf2a65ce94228a93a0eaa3166d","block_sha256":"627404e835dfc54a6e6e16d4446708e17ffe56bf2a65ce94228a93a0eaa3166d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b/#blk_f486781e-98db-4166-93ed-a8837cc26eab"},{"id":"occ_ac7ed599bd6b7bb1f43d0fe1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_02788be4-145c-4583-bcaa-e078fc5c5185","section_id":"sec_db109102-2a60-4efa-81f5-5f380848d0d6","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは極めて広いバス幅を持つため、GPUとHBMを短距離・高密度で接続する必要がある。そのために、シリコンインターポーザやRDLインターポーザが使われる。","quote_start":0,"quote_end":78,"text_sha256":"da8b89267a9e2bb93fbecdfb350a0eae3ce3f28bf1b6d3343f525a3ba4bf86cf","block_sha256":"da8b89267a9e2bb93fbecdfb350a0eae3ce3f28bf1b6d3343f525a3ba4bf86cf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_02788be4-145c-4583-bcaa-e078fc5c5185"},{"id":"occ_1ab859696216f5406291a74b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_037e5ac4-1f20-4565-b8b5-60978d558ab7","section_id":"sec_3238d8bf-1b25-43f5-b51f-d5c09df28207","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":49,"end":52,"exact":"HBM","quote":"```\nGPU / AI ASIC / Switch ASIC\n────────────────\nHBM\n────────────────\nHBF / XL-FLASH / CXL Memory / AI SSD\n────────────────\nシリコンインターポーザ / RDL / CoWoS\n──","quote_start":0,"quote_end":152,"text_sha256":"2093fd68f17b5e3586ea66e1a987a025fd86d38f51d5e0b283fd9b09d57836d9","block_sha256":"2093fd68f17b5e3586ea66e1a987a025fd86d38f51d5e0b283fd9b09d57836d9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_037e5ac4-1f20-4565-b8b5-60978d558ab7"},{"id":"occ_74841bc7cb1c576ac3a116c9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_063a8990-5d90-4b72-986f-5c2768658924","section_id":"sec_1dceb7d9-154d-40e7-85e3-7fddb2b90522","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBMスタック\n────────────────\nDRAMダイ\nDRAMダイ\nDRAMダイ\nDRAMダイ\nベースダイ\n────────────────\nシリコンインターポーザ\n───────────────","quote_start":0,"quote_end":107,"text_sha256":"d86f9137a4493d48708cc72d3ababbd80efcb011fa576a419753aa83d2b4afaa","block_sha256":"d86f9137a4493d48708cc72d3ababbd80efcb011fa576a419753aa83d2b4afaa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_063a8990-5d90-4b72-986f-5c2768658924"},{"id":"occ_eab44ec9ee662dfce7e39565","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_0df785bd-76f6-4b89-a920-082572595e74","section_id":"sec_cb796489-050b-4194-ba97-652588f3630b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、DRAMダイを縦に積み、TSVで接続した高帯域メモリである。","quote_start":0,"quote_end":35,"text_sha256":"636f57c4131e03467397a09497246a96de533849f009262bd020c879a5884e6a","block_sha256":"636f57c4131e03467397a09497246a96de533849f009262bd020c879a5884e6a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_0df785bd-76f6-4b89-a920-082572595e74"},{"id":"occ_1973b3b56921da3a873bce49","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_10c0ce1d-a823-4704-ba6c-32166e082265","section_id":"sec_df1d1b25-2486-4f01-a77f-24d12b0cb671","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"```\nGPU / HBMパッケージ\n────────────────\nGPUボード / アクセラレータ基板\n────────────────\nPCIe / CXL / 専用高速リンク\n────────────────\nHBF","quote_start":0,"quote_end":113,"text_sha256":"89a45b68cc7074c989661f2d0d5f15b9df0203849a100008d9cfdbbc724688f4","block_sha256":"89a45b68cc7074c989661f2d0d5f15b9df0203849a100008d9cfdbbc724688f4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_10c0ce1d-a823-4704-ba6c-32166e082265"},{"id":"occ_7e3dc103530be06ef4f51836","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_14e2af86-9ad4-444a-80ec-4fdebe3c0f42","section_id":"sec_022f7872-7378-4e09-880e-843283c9d19e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"ただし、HBFは現時点ではHBMの完全な代替ではない。  \nNANDである以上、DRAM/HBMと比べてレイテンシ、書き換え特性、ランダムアクセス、耐久性などで制約がある。","quote_start":0,"quote_end":86,"text_sha256":"10989e75957c85de0863bff0d7374b8f8512044e198b98c4774de97f48773b14","block_sha256":"10989e75957c85de0863bff0d7374b8f8512044e198b98c4774de97f48773b14","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_14e2af86-9ad4-444a-80ec-4fdebe3c0f42"},{"id":"occ_dae0f368f8b1636bb2ba48ee","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_1523b83a-8038-4025-a56d-2ef52c5e11ac","section_id":"sec_db109102-2a60-4efa-81f5-5f380848d0d6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"AI GPUで特に重要なのが、GPUとHBMを接続する**インターポーザ層**である。","quote_start":0,"quote_end":43,"text_sha256":"8e6818d1ddbaeb9249292f9f74438d65ae78af1eee5ca5be1e1deed35bba577b","block_sha256":"8e6818d1ddbaeb9249292f9f74438d65ae78af1eee5ca5be1e1deed35bba577b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_1523b83a-8038-4025-a56d-2ef52c5e11ac"},{"id":"occ_aaebbe634bd5cdab812c5651","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_1dc5b727-97dc-455e-b9de-61e1dc3589ff","section_id":"sec_2dd6da16-e6a1-476b-b481-665689c785fb","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":73,"end":76,"exact":"HBM","quote":"────────────\nSRAM：レジスタ / キャッシュ\n────────────────\nDRAM / HBM：主記憶\n────────────────\nHBF / XL-FLASH / CXL Memory / AI SSD：近接大容量記憶\n────────────────\nNAND SSD：ストレージ\n─","quote_start":18,"quote_end":176,"text_sha256":"84f483d96b53a56c67b8adec0feb9033253f9bcc6124951c71b64f1aa710bb2c","block_sha256":"84f483d96b53a56c67b8adec0feb9033253f9bcc6124951c71b64f1aa710bb2c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_1dc5b727-97dc-455e-b9de-61e1dc3589ff"},{"id":"occ_54a553d0f2237388fd1bf773","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_2488d79d-014d-410a-a84a-ba45ad14e129","section_id":"sec_c44de584-c98f-40d0-ad3c-047d8f554403","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"GPUやHBMは目立つ。  \nしかし、その背後には、Tガラス、電解銅箔、ABF、MLCC、CMPスラリー、フォトレジスト、特殊ガス、薬液、レーザービア、プローブカードといった、見えにくいが絶対に必要な層がある。","quote_start":0,"quote_end":105,"text_sha256":"4b83c45f470cba02af1d73e100b85b7b896c28e8d44034936e18feec7069071c","block_sha256":"4b83c45f470cba02af1d73e100b85b7b896c28e8d44034936e18feec7069071c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_2488d79d-014d-410a-a84a-ba45ad14e129"},{"id":"occ_09dd1cf9c7be2c162ea2f456","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_269b1c26-1e8e-43ee-a029-62c4d5f18a79","section_id":"sec_022f7872-7378-4e09-880e-843283c9d19e","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"```\nHBFの方向性：\n・NANDを高並列化する\n・積層構造で帯域を増やす\n・GPU近傍に配置する\n・HBMより大容量にする\n・AI推論のKVキャッシュや巨大モデル向けに使う\n```","quote_start":0,"quote_end":92,"text_sha256":"dd7db7008e355970cb7ad74a120b6e9f255df835cecd169c7e65b4150e2496c2","block_sha256":"dd7db7008e355970cb7ad74a120b6e9f255df835cecd169c7e65b4150e2496c2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_269b1c26-1e8e-43ee-a029-62c4d5f18a79"},{"id":"occ_b304437ff141edddd1174880","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_276d847a-07d2-445d-9825-4d7ccee3512b","section_id":"sec_8ab76917-d81d-4ff7-9055-f4d59cd6e5e2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":63,"end":66,"exact":"HBM","quote":"ージェントでは、KVキャッシュ、検索インデックス、過去文脈、ツール実行ログなどが巨大化する。  \nこれをすべてHBMに置くのは非現実的である。","quote_start":8,"quote_end":79,"text_sha256":"e70724edac05e51561fb308129c44a374cc613c127bf20bced3896592064be70","block_sha256":"e70724edac05e51561fb308129c44a374cc613c127bf20bced3896592064be70","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_276d847a-07d2-445d-9825-4d7ccee3512b"},{"id":"occ_a761c518169fe827bc9dde9b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_2f99ac9a-9bce-44c2-a01d-7236b521134b","section_id":"sec_b096ef5b-f66e-4fc5-9e83-e096ae58fc36","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"一つ目は、**HBM容量の限界**である。  \nGPUの演算性能は伸びるが、HBMは高価で、容量も物理的・熱的・コスト的に増やしにくい。巨大モデル、長いKVキャッシュ、大量の推論リクエストを扱うには、HBMだけでは足りな","quote_start":0,"quote_end":110,"text_sha256":"eb5022e5f8cd8789c18d62112ee19b730882d931ab1fe351bc59658e2f483cb0","block_sha256":"eb5022e5f8cd8789c18d62112ee19b730882d931ab1fe351bc59658e2f483cb0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_2f99ac9a-9bce-44c2-a01d-7236b521134b"},{"id":"occ_14f23669d131477bf7f27e8a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_3532c279-82f6-43b4-afed-4b73fbaefd0c","section_id":"sec_db109102-2a60-4efa-81f5-5f380848d0d6","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM     GPU / AI ASIC     HBM\n │          │              │\n └──── シリコンインターポーザ ────┘\n              │\n   ","quote_start":0,"quote_end":107,"text_sha256":"fe6e8c41ec08302b6db7651c6b366d41860b55b7f70f789f93f915cba01b6eb5","block_sha256":"fe6e8c41ec08302b6db7651c6b366d41860b55b7f70f789f93f915cba01b6eb5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_3532c279-82f6-43b4-afed-4b73fbaefd0c"},{"id":"occ_0f3d81f90ee4dfc17217b91f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_4d62d01d-17c9-4774-ad81-f7d6acae3fc6","section_id":"sec_b096ef5b-f66e-4fc5-9e83-e096ae58fc36","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"```\nGPU / AI ASIC\n＋ HBM\n＋ シリコンインターポーザ\n＋ ABF基板\n＋ 電源・冷却・テスト\n```","quote_start":0,"quote_end":61,"text_sha256":"6c6fc48db796f08e27fb4e29a4133e757560b31aee070c56b773a3c6c1ecb205","block_sha256":"6c6fc48db796f08e27fb4e29a4133e757560b31aee070c56b773a3c6c1ecb205","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_4d62d01d-17c9-4774-ad81-f7d6acae3fc6"},{"id":"occ_e0cdb3ac5134e136775be1cd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_555da520-76af-4fac-bd58-b969f9feb993","section_id":"sec_e35e4ca6-848b-411a-8ce5-1c2aa70d191c","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM        GPU / AI ASIC        HBF\n│              │                │\n└──── シリコンインターポーザ / RDLインターポーザ ──","quote_start":0,"quote_end":107,"text_sha256":"8e03ef3230e08b11246e9b73b9891cb67db2b9d2fa96d88498ede25bfdfc89ad","block_sha256":"8e03ef3230e08b11246e9b73b9891cb67db2b9d2fa96d88498ede25bfdfc89ad","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_555da520-76af-4fac-bd58-b969f9feb993"},{"id":"occ_6f0952b06d9b0ec78f2f3ac4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_56b7dc2e-efde-4e52-a11e-e7cbbfde0096","section_id":"sec_cb796489-050b-4194-ba97-652588f3630b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"主要プレーヤーは、**SK hynix、Samsung Electronics、Micron**。  \nHBMは単なるメモリではなく、AI GPUの演算器にデータを供給する血流である。GPUの演算能力がどれだけ高くても、HBM容量・帯域・接続が弱ければ性能は出ない。","quote_start":0,"quote_end":133,"text_sha256":"12e2d1e20409febfbdd872e95b9661b229d8acbfb610346eacec64be27e916f4","block_sha256":"12e2d1e20409febfbdd872e95b9661b229d8acbfb610346eacec64be27e916f4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_56b7dc2e-efde-4e52-a11e-e7cbbfde0096"},{"id":"occ_d8ba7f531e9868dfbec3b08f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_57c4f02f-df5a-4238-917d-492ae73849d1","section_id":"sec_1dceb7d9-154d-40e7-85e3-7fddb2b90522","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBMの弱点：\n・高価\n・容量を増やしにくい\n・パッケージ面積を食う\n・熱設計が難しい\n・供給が限られる\n```","quote_start":0,"quote_end":60,"text_sha256":"16503288532825515a0a4c2c2e7b54e64cbb19effbd2d32854f20c9a92d562ae","block_sha256":"16503288532825515a0a4c2c2e7b54e64cbb19effbd2d32854f20c9a92d562ae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_57c4f02f-df5a-4238-917d-492ae73849d1"},{"id":"occ_de99ef157460b369995417ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_5c700c0f-38d0-49ff-8212-5640a5919386","section_id":"sec_8ab76917-d81d-4ff7-9055-f4d59cd6e5e2","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM：今すぐ使うKVキャッシュ\nHBF：大容量の近接KVキャッシュ\nXL-FLASH：GPUアクセス可能な低遅延ストレージ\n光I/O：それらをラック/マルチラックでつなぐ\n```","quote_start":0,"quote_end":94,"text_sha256":"229c6005ddcaf2dc7acfa1314bb02bb00a98658bbc3c6dc6a5e5986e88c361c3","block_sha256":"229c6005ddcaf2dc7acfa1314bb02bb00a98658bbc3c6dc6a5e5986e88c361c3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_5c700c0f-38d0-49ff-8212-5640a5919386"},{"id":"occ_1f35747f9a126187edd9d751","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_64d99731-e648-4b85-8e58-4856fc9dfae5","section_id":"sec_b096ef5b-f66e-4fc5-9e83-e096ae58fc36","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"結論から言うと、HBFやXL-FLASHは、**HBMの下に入る大容量近接記憶層**である。  \nCPOやCOUPEは、**パッケージ近傍に光I/O層を追加し、チップ間・ラック間の接続を再設計する技術**である。","quote_start":0,"quote_end":106,"text_sha256":"8ebc46e77ecfc37fbde2cf6feecfe94b596d9d5bba79c6f16c56e5cf81aaa56b","block_sha256":"8ebc46e77ecfc37fbde2cf6feecfe94b596d9d5bba79c6f16c56e5cf81aaa56b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_64d99731-e648-4b85-8e58-4856fc9dfae5"},{"id":"occ_a7576bdea333735adb4dbcc8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_685b098e-53fb-4840-97c5-2495106fad4f","section_id":"sec_abf20050-07a4-4a7a-b903-029544a79801","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":60,"end":63,"exact":"HBM","quote":"skとSK hynixはHBFの標準化・商用化に向けて協力していると報じられており、HBFはAI GPU向けにHBMを補うNANDベースの高容量メモリとして期待されている。([Tom's Hardware](https://www.tomshardware.com/tech-industry/sandisk-and","quote_start":5,"quote_end":163,"text_sha256":"618c0d5016a877a73b432cc90a5a70e18971378bed23418f6cb6295715958789","block_sha256":"618c0d5016a877a73b432cc90a5a70e18971378bed23418f6cb6295715958789","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_685b098e-53fb-4840-97c5-2495106fad4f"},{"id":"occ_9db88ef24262e74fc3b25717","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_6b58cfb4-2824-477f-8472-c4cb94fe6a76","section_id":"sec_fb43b0fc-7bca-4997-b268-c08e190841d2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"半導体は、よく「3nm」「2nm」「EUV」「GPU」「HBM」といった単語で語られる。しかし、実際のチップは単なるシリコンの板ではない。現代の半導体、特にAI GPUやサーバーCPU、AI ASICは、**トランジスタ層、金属配線層、接合層、インターポーザ層、","quote_start":0,"quote_end":131,"text_sha256":"2150c11b203e0fe0a2c31e64f333e069c80c78e76540f549e38f7dbd5341f3ba","block_sha256":"2150c11b203e0fe0a2c31e64f333e069c80c78e76540f549e38f7dbd5341f3ba","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_6b58cfb4-2824-477f-8472-c4cb94fe6a76"},{"id":"occ_8cba0621f8b200d041a3057f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_75e7730c-0810-4c91-bfc0-84e018ac723c","section_id":"sec_82d3bdd8-e980-4c27-93e9-6a58227feb77","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"HBFが「NANDをHBMに近づける」構想だとすれば、XL-FLASHは「SSDをGPUメモリ階層に近づける」構想である。","quote_start":0,"quote_end":61,"text_sha256":"c53dc5db7e00fc17bafe479a30fd716a37b2aecc8402c0cf98395006d1a62293","block_sha256":"c53dc5db7e00fc17bafe479a30fd716a37b2aecc8402c0cf98395006d1a62293","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_75e7730c-0810-4c91-bfc0-84e018ac723c"},{"id":"occ_323afde6db32f79ab917020d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_7c40604c-b86f-4045-b297-41cf6f7d5163","section_id":"sec_3238d8bf-1b25-43f5-b51f-d5c09df28207","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"```\nGPU / HBM\n────────────────\nシリコンインターポーザ\n────────────────\nABF基板\n────────────────\nPCB\n────────────────\n電気配線 / プラ","quote_start":0,"quote_end":113,"text_sha256":"29c4a6e5be4a20ebc503166078691a633dba314e0eeca424495f4538bcff7c64","block_sha256":"29c4a6e5be4a20ebc503166078691a633dba314e0eeca424495f4538bcff7c64","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_7c40604c-b86f-4045-b297-41cf6f7d5163"},{"id":"occ_b87e42de6a12880d3e5c1110","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_7e7a8237-a608-4117-8d00-fdd2b850cd3a","section_id":"sec_022f7872-7378-4e09-880e-843283c9d19e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":47,"end":50,"exact":"HBM","quote":"SandiskはHBFを、AIの「メモリウォール」に対応する新しいNAND形態として位置づけ、HBM容量の限界を補う狙いを示している。([Sandisk](https://www.sandisk.com/en-za/company/newsroom/blogs/2025/scaling-beyond","quote_start":0,"quote_end":150,"text_sha256":"dca16f149878baf7b326ba773c9943eed9a5c266ccf4f91b98d03295a3e3ab0d","block_sha256":"dca16f149878baf7b326ba773c9943eed9a5c266ccf4f91b98d03295a3e3ab0d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_7e7a8237-a608-4117-8d00-fdd2b850cd3a"},{"id":"occ_ef34b7b701dd7146fdcf07b8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_7f31c5eb-f829-4656-88a7-bf384a93f4e1","section_id":"sec_f13a44ec-7036-4330-9396-a0b53d46c50c","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"AI ASIC\n────────────────\nSRAM / キャッシュ\n────────────────\nHBM\n────────────────\nHBF\n────────────────\nXL-FLASH / AI SSD / CXL Memory\n────────────────\nNVMe SSD / NA","quote_start":10,"quote_end":168,"text_sha256":"fefda8673617df21336a16fc7589330111e200257261e68bf8af08572299097a","block_sha256":"fefda8673617df21336a16fc7589330111e200257261e68bf8af08572299097a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_7f31c5eb-f829-4656-88a7-bf384a93f4e1"},{"id":"occ_faa297a8974880703eb667f5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_8bd3da64-10a7-4ca5-a4c2-1a3af9e0b081","section_id":"sec_1dceb7d9-154d-40e7-85e3-7fddb2b90522","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"しかしHBMには弱点もある。","quote_start":0,"quote_end":14,"text_sha256":"44cd7c006f743b3a99eb0212be61fd1728cef4bfadd4a43c93260144b14a8278","block_sha256":"44cd7c006f743b3a99eb0212be61fd1728cef4bfadd4a43c93260144b14a8278","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_8bd3da64-10a7-4ca5-a4c2-1a3af9e0b081"},{"id":"occ_17d996e60ccab464a27b437a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_9404496e-fac8-4f1a-b138-e2651bbf635e","section_id":"sec_022f7872-7378-4e09-880e-843283c9d19e","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM = GPUの作業机\nHBF = GPUのすぐ横にある巨大な棚\nSSD = 建物の外の倉庫\n```","quote_start":0,"quote_end":56,"text_sha256":"eb0a584a1a8fcba396d7d3d18635c1874c6b2476c2ad67fe701678757c64effa","block_sha256":"eb0a584a1a8fcba396d7d3d18635c1874c6b2476c2ad67fe701678757c64effa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_9404496e-fac8-4f1a-b138-e2651bbf635e"},{"id":"occ_1f47025dc413ee096400c64b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_944869c5-957a-470e-b5d2-b185f317e6e4","section_id":"sec_d5629fe8-cd20-4e63-8fba-79e8d1424ab2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":"やAMDのような設計企業、TSMCのようなファウンドリ、SK hynix/Samsung/MicronのようなHBMメーカーだけでは足りない。  \nその背後には、**信越化学、SUMCO、JSR、TOK、富士フイルム、関東化学、ステラケミファ、Linde、Air Liquide、Ajinomoto、Ibiden、新","quote_start":17,"quote_end":175,"text_sha256":"a11c08b8b639b4d16b6a91eeff6e98388a0ce5cbcb99c9b0a3302e8d9296cf3e","block_sha256":"a11c08b8b639b4d16b6a91eeff6e98388a0ce5cbcb99c9b0a3302e8d9296cf3e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_944869c5-957a-470e-b5d2-b185f317e6e4"},{"id":"occ_8e40827096507776894c88ff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_94df4925-7442-4dc7-ba2a-2172fcfdfb5f","section_id":"sec_1dceb7d9-154d-40e7-85e3-7fddb2b90522","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、広いバス幅と短距離接続によって、非常に高い帯域を出す。  \nAI GPUでは、HBMが事実上の主記憶になっている。","quote_start":0,"quote_end":62,"text_sha256":"7873f4c17dd68bdb3eeee5c303a381e7e18a3134c79d7b66f5d3de2ce871d679","block_sha256":"7873f4c17dd68bdb3eeee5c303a381e7e18a3134c79d7b66f5d3de2ce871d679","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_94df4925-7442-4dc7-ba2a-2172fcfdfb5f"},{"id":"occ_05e0da6f0112c5e9e42bf0f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_94e0d91e-81a8-4e40-888c-4d3db985460c","section_id":"sec_0a711cb8-a272-47cd-ad9b-6b89eba7cb70","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"```\nウェハ検査\nプローブテスト\nKnown Good Die選別\nHBMテスト\nインターポーザ検査\nABF基板検査\nパッケージテスト\nバーンイン\nシステムレベルテスト\n```","quote_start":0,"quote_end":89,"text_sha256":"52cc9ab37513de9ba93616f233472f9d512f7ffd57489eb1ce7376a360f97a91","block_sha256":"52cc9ab37513de9ba93616f233472f9d512f7ffd57489eb1ce7376a360f97a91","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_94e0d91e-81a8-4e40-888c-4d3db985460c"},{"id":"occ_b283f5ffae7958728e51d711","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_acb73e15-8ca5-4fb9-86e8-ddb11d3c6fdc","section_id":"sec_9dd8cd28-26e8-4757-814f-cc7bd673fc71","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"```\n演算を増やす\n→ GPU / AI ASIC\n\n演算器の近くに高速記憶を置く\n→ SRAM / HBM\n\nHBMの下に大容量記憶を置く\n→ HBF / XL-FLASH / AI SSD\n\nラック全体で記憶と演算をつなぐ\n→ CPO / 光I/O / COUPE\n\nこれらを低消費電力・低遅延で結ぶ\n→","quote_start":0,"quote_end":155,"text_sha256":"0bdc24ed17fa46d4f492d9a312aa9c35775338146893498eac52830cd6935b2a","block_sha256":"0bdc24ed17fa46d4f492d9a312aa9c35775338146893498eac52830cd6935b2a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_acb73e15-8ca5-4fb9-86e8-ddb11d3c6fdc"},{"id":"occ_9974947c0a9fd742ab57cb2d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_b4557b6b-c44b-48ee-971b-b022c89cc1a7","section_id":"sec_1a62dcca-b07e-491c-8abe-34dbf9e9b7f3","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"```\nGPU / HBM / インターポーザ\n        │\nABF / FC-BGAパッケージ基板\n        │\nマザーボード\n```","quote_start":0,"quote_end":74,"text_sha256":"faeb45fdd33a4e63cdd40dab8e759734c99fe031f767c8e8c629e6a97f7d6640","block_sha256":"faeb45fdd33a4e63cdd40dab8e759734c99fe031f767c8e8c629e6a97f7d6640","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_b4557b6b-c44b-48ee-971b-b022c89cc1a7"},{"id":"occ_4fdc64bc99d221af39e1dab2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_b5c99e7d-68eb-4027-890e-ce5b6d6763ed","section_id":"sec_1dceb7d9-154d-40e7-85e3-7fddb2b90522","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## DRAMとHBM","quote_start":0,"quote_end":11,"text_sha256":"200da12f7a979778c93592fadc52833e291b49e61d764df3b5a21de6fbe3f29c","block_sha256":"200da12f7a979778c93592fadc52833e291b49e61d764df3b5a21de6fbe3f29c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_b5c99e7d-68eb-4027-890e-ce5b6d6763ed"},{"id":"occ_f2ad94f9779d41e80b54ab05","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_b76143ab-e716-41da-99c3-ea213664b42c","section_id":"sec_d5629fe8-cd20-4e63-8fba-79e8d1424ab2","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"```\n良いトランジスタ\n＋ 良い配線\n＋ 良いHBM\n＋ 良いインターポーザ\n＋ 良いABF基板\n＋ 良い電源安定化\n＋ 良い冷却\n＋ 良いテスト\nを統合できるサプライチェーンが強い\n```","quote_start":0,"quote_end":96,"text_sha256":"c742ca895eab1545872906f15ff64af7a2ca2d6e00ff43f2d209ea68f3fa5558","block_sha256":"c742ca895eab1545872906f15ff64af7a2ca2d6e00ff43f2d209ea68f3fa5558","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_b76143ab-e716-41da-99c3-ea213664b42c"},{"id":"occ_821307a97ec81125ab4ea2be","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_beadb51d-833c-4bc4-9e70-181390129048","section_id":"sec_e35e4ca6-848b-411a-8ce5-1c2aa70d191c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"## パターンA：HBMの横にHBFスタックを置く","quote_start":0,"quote_end":25,"text_sha256":"b53f456888458f48b3248f0053ce645976c0c30a6b6b7d62a271a79f226b5d96","block_sha256":"b53f456888458f48b3248f0053ce645976c0c30a6b6b7d62a271a79f226b5d96","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_beadb51d-833c-4bc4-9e70-181390129048"},{"id":"occ_83f298f90390ad1c65f835b5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_c063ebda-afd6-4b2f-af65-8a5c9565004f","section_id":"sec_9dd8cd28-26e8-4757-814f-cc7bd673fc71","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":37,"end":40,"exact":"HBM","quote":"```\n昔：\nトランジスタを微細化すれば性能が伸びた\n\n今：\nGPU + HBM + CoWoS + ABF + 冷却 + テストで性能が決まる\n\n次：\nGPU + HBM + HBF/XL-FLASH + COUPE/CPO + 光I/O + メモリプールで性能が決まる\n```","quote_start":0,"quote_end":140,"text_sha256":"a6be43732e3869f37efd8ae82e10834c8bd7fe242b271c3efe5b3ba3b8748bb8","block_sha256":"a6be43732e3869f37efd8ae82e10834c8bd7fe242b271c3efe5b3ba3b8748bb8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_c063ebda-afd6-4b2f-af65-8a5c9565004f"},{"id":"occ_9ce9f3e203bd9a1b67d48d93","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_c927cd53-d735-4164-9a7d-b6931b52e4c1","section_id":"sec_f13a44ec-7036-4330-9396-a0b53d46c50c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"HBFは、層構造としては **HBMの下、SSDの上** に入る。","quote_start":0,"quote_end":33,"text_sha256":"c434994be765bde43ef8d8d3c6f82fdfa6aaa8530ada0be487227380aa1d26e6","block_sha256":"c434994be765bde43ef8d8d3c6f82fdfa6aaa8530ada0be487227380aa1d26e6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_c927cd53-d735-4164-9a7d-b6931b52e4c1"},{"id":"occ_557c1c523438a0f6b15049bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_cc8d32ec-ec9c-4412-8ba3-c905070421da","section_id":"sec_2769c995-b6a1-4e12-aeae-007d98194234","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":63,"end":66,"exact":"HBM","quote":"ートスプレッダ・TIM\n────────────────────\nGPU / CPU / AI ASIC / HBM\n────────────────────\nマイクロバンプ / ハイブリッドボンディング / RDL\n────────────────────\nシリコンインターポーザ / RDLインターポーザ / E","quote_start":8,"quote_end":166,"text_sha256":"2e2fa5628aec1ff04858f04670cf80af0017b14a0e1eac4f02b27a3edc13ed2e","block_sha256":"2e2fa5628aec1ff04858f04670cf80af0017b14a0e1eac4f02b27a3edc13ed2e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_cc8d32ec-ec9c-4412-8ba3-c905070421da"},{"id":"occ_4bd9cd67496a91807dd6bf93","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_cf607e78-a853-4202-8c3f-4275227ccd2f","section_id":"sec_d8c3fb19-0992-4ebb-a4ba-317e2653833d","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":89,"end":92,"exact":"HBM","quote":"──────────\n最速記憶層\nSRAM / キャッシュ\n────────────────\n高帯域主記憶層\nHBM\n────────────────\n近接大容量記憶層\nHBF / XL-FLASH / CXL Memory / AI SSD\n────────────────\nパッケージ統合層\nCoWoS / So","quote_start":34,"quote_end":192,"text_sha256":"4304772e0479f88e67c3e75a9d0edfe7fabbad6d15569f762350fea21311c287","block_sha256":"4304772e0479f88e67c3e75a9d0edfe7fabbad6d15569f762350fea21311c287","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_cf607e78-a853-4202-8c3f-4275227ccd2f"},{"id":"occ_9d838d7a481e31506d46855d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_d06c0bab-8d81-47fd-b91d-18c5ada28d40","section_id":"sec_1dceb7d9-154d-40e7-85e3-7fddb2b90522","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"だからこそ、HBMの下に、より大容量で安価な記憶層を置きたくなる。  \nそこに入ってくるのが、HBFやXL-FLASHである。","quote_start":0,"quote_end":63,"text_sha256":"a3ee2f0d75386b1dd3af7d46ecc506adc4d99bb10d01a1e574e70025d4842ee0","block_sha256":"a3ee2f0d75386b1dd3af7d46ecc506adc4d99bb10d01a1e574e70025d4842ee0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_d06c0bab-8d81-47fd-b91d-18c5ada28d40"},{"id":"occ_649d0554d8b614005dd29a4c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_d683cba6-c80e-4474-96b0-ece4421e2bd0","section_id":"sec_82d3bdd8-e980-4c27-93e9-6a58227feb77","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"```\nGPU / HBM\n────────────────\nPCIe / CXL / NVMe / GPU-direct access\n────────────────\nXL-FLASH SSD / Super High I","quote_start":0,"quote_end":113,"text_sha256":"5ce7b6800e0451a79b32dd4524ce935edbb8d9cf5944977fa8e1a807d537905c","block_sha256":"5ce7b6800e0451a79b32dd4524ce935edbb8d9cf5944977fa8e1a807d537905c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_d683cba6-c80e-4474-96b0-ece4421e2bd0"},{"id":"occ_114175b24dee043200876219","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_d998f8d1-6bc6-457c-a950-82758c377040","section_id":"sec_022f7872-7378-4e09-880e-843283c9d19e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"**HBF：High Bandwidth Flash** は、NANDをベースにしながら、HBMのように高帯域・高密度なAI向けメモリ階層を作ろうとする構想である。","quote_start":0,"quote_end":82,"text_sha256":"0aec6ebb1cea1927834301dc0911f7f864557a8e10db2dbdd4a1b8b6060b7e57","block_sha256":"0aec6ebb1cea1927834301dc0911f7f864557a8e10db2dbdd4a1b8b6060b7e57","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_d998f8d1-6bc6-457c-a950-82758c377040"},{"id":"occ_4e02dc4f2ac59f4096557b6c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_dc591e8b-5519-4506-987d-34056d4bbd5a","section_id":"sec_289022db-dc16-43ad-82a1-8dd163dcc858","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"一方、後工程は、かつては「チップを包む工程」と見られていた。しかしAI時代には違う。GPUとHBMを結ぶCoWoS、シリコンインターポーザ、RDL、ABF基板、マイクロバンプ、ハイブリッドボンディング、MLCC、テストは、もはや性能そのものを決める。TSMCのCoWoS-Sは大面積シリコンインター","quote_start":0,"quote_end":149,"text_sha256":"19e42ad07fc24b84be811763bb8cf89fe81824b4b93a180e3f777706c1e4237d","block_sha256":"19e42ad07fc24b84be811763bb8cf89fe81824b4b93a180e3f777706c1e4237d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_dc591e8b-5519-4506-987d-34056d4bbd5a"},{"id":"occ_ae25bbf203549db19ab8b1bc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_e2fc5b57-22d8-49df-bea3-5f3532032f5e","section_id":"sec_2dd6da16-e6a1-476b-b481-665689c785fb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"## \\1. まずSRAM、DRAM、HBM、NANDの基本","quote_start":0,"quote_end":30,"text_sha256":"2bf0e2a24467b41055068c8e66a87362b466ceb2b8fbf729b5ef5dceab67cbed","block_sha256":"2bf0e2a24467b41055068c8e66a87362b466ceb2b8fbf729b5ef5dceab67cbed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_e2fc5b57-22d8-49df-bea3-5f3532032f5e"},{"id":"occ_f1f22a38678aeef688290d73","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_e9721197-60c7-42a7-8c06-fc9532dc36e0","section_id":"sec_e35e4ca6-848b-411a-8ce5-1c2aa70d191c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":60,"end":63,"exact":"HBM","quote":"HBFはシリコンインターポーザ、RDLインターポーザ、あるいは類似の高密度パッケージ上に載る。  \nNANDをHBMに近い形でGPU近傍に置くため、メモリ階層がパッケージ内へ深く入り込む。","quote_start":5,"quote_end":99,"text_sha256":"81483f03d1490ea83cc0eca1aede3489db0c4973704015e1a6c0f6bc645e419d","block_sha256":"81483f03d1490ea83cc0eca1aede3489db0c4973704015e1a6c0f6bc645e419d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_e9721197-60c7-42a7-8c06-fc9532dc36e0"},{"id":"occ_cfdc94e13fca18f8eb82bc2e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_ebb2116e-61d6-452e-831a-150ab399efb9","section_id":"sec_cb796489-050b-4194-ba97-652588f3630b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## 4-3. HBM層：AIチップの血流","quote_start":0,"quote_end":21,"text_sha256":"053da0f569b24499c68aa0e57ef5ec1cbf2d33856adc44bf5b7c43884b97bab2","block_sha256":"053da0f569b24499c68aa0e57ef5ec1cbf2d33856adc44bf5b7c43884b97bab2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_ebb2116e-61d6-452e-831a-150ab399efb9"},{"id":"occ_08095dfac2a945b82ef8fe11","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_eceaa956-8fef-4ca6-8ffd-d117466777e8","section_id":"sec_0a711cb8-a272-47cd-ad9b-6b89eba7cb70","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"なぜなら、1つのパッケージにGPU、HBM、インターポーザ、チップレットを多数載せるため、不良ダイを1つ載せるだけで高価なパッケージ全体が不良になるからである。","quote_start":0,"quote_end":80,"text_sha256":"4cdc274582ac254c3c06ff725dae4de1099df78c7083709333078c460fb690a9","block_sha256":"4cdc274582ac254c3c06ff725dae4de1099df78c7083709333078c460fb690a9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_eceaa956-8fef-4ca6-8ffd-d117466777e8"},{"id":"occ_de7ff3e8444079975c447cf7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49","block_id":"blk_fa8d5c2a-2636-483a-8dbd-f670e41a3032","section_id":"sec_1dceb7d9-154d-40e7-85e3-7fddb2b90522","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、このDRAMダイを縦に積み、TSVで接続し、GPUの近くに置く高帯域メモリである。","quote_start":0,"quote_end":46,"text_sha256":"b3cf49b378a816da7c2be8d6908880f40c74114f14db0320d240c7c03776f0cd","block_sha256":"b3cf49b378a816da7c2be8d6908880f40c74114f14db0320d240c7c03776f0cd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955/#blk_fa8d5c2a-2636-483a-8dbd-f670e41a3032"},{"id":"occ_b2967e5bd3205d537c48b63b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":0,"end":3,"exact":"HBM","quote":"HBMの「30%のウェハーで13%のビット」の先にあるもの――Hybrid Bonding・3D DRAM・XBMへ","quote_start":0,"quote_end":58,"text_sha256":"f02e32bc17ad1c9229b4bdd0d76b0f789ddaccded44486efe0ba96613e55ca91","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/"},{"id":"occ_96b98c0f4a6324d5a3573d47","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_01a91314-24c4-4ac2-90af-3c942abd48f5","section_id":"sec_3dd17eaa-6140-41a3-b094-5d0d183fa6f9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが高すぎて使えなかったCPUedge AInetwork processoron-device AIinference accelerator","quote_start":0,"quote_end":74,"text_sha256":"d5647af4a90fb3581b99132566fd78b4ce9d881c3767d648b0dd46d19f0f0309","block_sha256":"d5647af4a90fb3581b99132566fd78b4ce9d881c3767d648b0dd46d19f0f0309","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_01a91314-24c4-4ac2-90af-3c942abd48f5"},{"id":"occ_2d0d8052ad3fbbd1ccd0eee6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_02adf596-b7a9-4d03-ab86-ea86dff33eb8","section_id":"sec_ebd87378-f65b-46b7-aec1-abc28bca70d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"新しいmemory architectureが標準化されたとき、自社のHBM積層・TSV・MR-MUFという現在の製造ノウハウのscarcity valueが小さくなること","quote_start":0,"quote_end":86,"text_sha256":"31e7710aa5ab51416f13d7d2db6db52c5d01c744993d475637295d432b5b2c4e","block_sha256":"31e7710aa5ab51416f13d7d2db6db52c5d01c744993d475637295d432b5b2c4e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_02adf596-b7a9-4d03-ab86-ea86dff33eb8"},{"id":"occ_98578227f79b16bee62ad824","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_044acb47-8dd5-4cb4-b82f-921c5bd03f0e","section_id":"sec_63a6fe02-dbc3-416c-88be-089178e02604","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"同じHBM需要を、より少ないDRAMウェハーで満たせる技術の価値","quote_start":0,"quote_end":32,"text_sha256":"c19b235c0c9a22540fd5b60188ffb9c607bba64119b5b1a763a211e7a5aad9d0","block_sha256":"c19b235c0c9a22540fd5b60188ffb9c607bba64119b5b1a763a211e7a5aad9d0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_044acb47-8dd5-4cb4-b82f-921c5bd03f0e"},{"id":"occ_253b641c5096917296449987","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_05f2c989-3650-432b-ba73-ef373c04fda7","section_id":"sec_89410003-bfd4-4499-9f3e-5fb954800b92","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"AI向けメモリの主役であるHBMには、一見すると奇妙な数字があります。","quote_start":0,"quote_end":35,"text_sha256":"27eb886bc16eb39166868755880fead4a6b05bce613ace6326e4493a7dc01e05","block_sha256":"27eb886bc16eb39166868755880fead4a6b05bce613ace6326e4493a7dc01e05","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_05f2c989-3650-432b-ba73-ef373c04fda7"},{"id":"occ_33681207002a7bf73e3be5a2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_09500450-44f1-4900-99d6-8b39a3e80305","section_id":"sec_11e74dc5-ca44-4ea9-ad71-32ddc116c592","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM現在：","quote_start":0,"quote_end":6,"text_sha256":"0e91f62928da3c518221f0a810976908369fd6d4683021f0115d5127c4f93bd7","block_sha256":"0e91f62928da3c518221f0a810976908369fd6d4683021f0115d5127c4f93bd7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_09500450-44f1-4900-99d6-8b39a3e80305"},{"id":"occ_48c04b9c9701880840e27a83","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_0a8d4c4e-c508-497d-ba9c-b36aeca0976d","section_id":"sec_c51a71f6-4c65-4f18-9c4b-0fbf45c24d2b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM向けDRAMでは、TSV、I/O、周辺回路、冗長性、HBM向けのダイ設計、ノード選択、stacking後の歩留まりなど複数の要因が重なります。またTrendForceの数字は産業全体の投入ウェハーと最","quote_start":0,"quote_end":103,"text_sha256":"3033232139f957b436bbf7a69867d6343fb149a3bc9e8142beb6e14317e9ee8b","block_sha256":"3033232139f957b436bbf7a69867d6343fb149a3bc9e8142beb6e14317e9ee8b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_0a8d4c4e-c508-497d-ba9c-b36aeca0976d"},{"id":"occ_319c452c63bf379441f91871","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_0a942f45-025d-4c93-b089-8a18460d44ba","section_id":"sec_9e6a01bc-9886-4fe0-b8d6-ac58c90656a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"そして「HBM wafer 30% → bit 13%」という極端な非効率こそが、その次のarchitectureへ産業を動かす最大の経済的インセンティブになっています。","quote_start":0,"quote_end":85,"text_sha256":"5b65bb003f370547761e32cd738b742b84ce9e760a36b1c86e34f7d9019b281d","block_sha256":"5b65bb003f370547761e32cd738b742b84ce9e760a36b1c86e34f7d9019b281d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_0a942f45-025d-4c93-b089-8a18460d44ba"},{"id":"occ_ca8e4c5244b496d2adc911fa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_2009fbe9-04be-45a4-860e-37270d9a9283","section_id":"sec_ebd87378-f65b-46b7-aec1-abc28bca70d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"を統合できれば、現在のHBM leaderからそのまま次世代3D memory leaderへ移れます。","quote_start":0,"quote_end":52,"text_sha256":"3fe5d8127123d7e9cf65bad0f44ce95329cf3335edd76db80f5ad092e916c82b","block_sha256":"3fe5d8127123d7e9cf65bad0f44ce95329cf3335edd76db80f5ad092e916c82b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_2009fbe9-04be-45a4-860e-37270d9a9283"},{"id":"occ_df53a4a0f116131e878d2121","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_221b5fcf-658b-4d19-b5f7-a1ae2e829843","section_id":"sec_5ca768aa-4ce4-47b2-8d31-c9cd0db2c724","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":9,"end":13,"exact":"HBM4","quote":"SK hynixもHBM4のbase dieにTSMCのadvanced logicを採用しています。2026年には16-layer 48GB HBM4を「Powered by base die in TSMC advance","quote_start":0,"quote_end":113,"text_sha256":"a374e423025add07fff81bcc647a862e451abd7a07f16f0bafc8ca2c04954477","block_sha256":"a374e423025add07fff81bcc647a862e451abd7a07f16f0bafc8ca2c04954477","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_221b5fcf-658b-4d19-b5f7-a1ae2e829843"},{"id":"occ_1c2e2f6d693a4a0c79ba59e1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_32302855-8505-4f53-be11-967aa87f319a","section_id":"sec_f2ab5fb0-3602-4e1e-b18a-480bef91f2d8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMではWaferを切った後、known-good-dieを選んで積層できます。","quote_start":0,"quote_end":41,"text_sha256":"19276b5d46e6b64181ba768280fa5101fdd3e8a7abd9f1cbd14d1d92606e7b02","block_sha256":"19276b5d46e6b64181ba768280fa5101fdd3e8a7abd9f1cbd14d1d92606e7b02","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_32302855-8505-4f53-be11-967aa87f319a"},{"id":"occ_0a09946db1fc2fd39a2c7307","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_33849127-0496-4363-ba6c-c4b6c8cbed79","section_id":"sec_d1628c75-0d1c-468d-af10-4186e2c6fb9b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"## 29．逆風になるのは「HBMそのもの」ではなく「希少性プレミアム」","quote_start":0,"quote_end":36,"text_sha256":"3597cc2071228c62eb933cda39931b10610d7c52b2f908c9eab348fb7ddb3442","block_sha256":"3597cc2071228c62eb933cda39931b10610d7c52b2f908c9eab348fb7ddb3442","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_33849127-0496-4363-ba6c-c4b6c8cbed79"},{"id":"occ_2905f2cb514e3def038af15c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_34e81695-8c22-4ee7-8786-e99dcee55873","section_id":"sec_c51a71f6-4c65-4f18-9c4b-0fbf45c24d2b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"AI需要増加→ HBM向けウェハー増加→ DDR5やLPDDRへ回せるウェハー減少→ 汎用DRAM供給が締まる→ DDR5価格上昇","quote_start":0,"quote_end":65,"text_sha256":"ca2a7182de834cb207d9447793cf85955f666890cb10049d99d5d02cb64c7ea6","block_sha256":"ca2a7182de834cb207d9447793cf85955f666890cb10049d99d5d02cb64c7ea6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_34e81695-8c22-4ee7-8786-e99dcee55873"},{"id":"occ_a0f409d3a59463097c01e056","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_3f19cc88-8355-40c1-a7b3-03ac32a5a81a","section_id":"sec_c51a71f6-4c65-4f18-9c4b-0fbf45c24d2b","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの非効率は、HBMだけの価格ではなく、普通のサーバーDRAMやPCメモリの価格にまで影響します。TrendForce自身もHBMへの能力移転によるconventional DRAMのcrowding-","quote_start":0,"quote_end":103,"text_sha256":"28c2c4409984739cf3e3a7be99bf72173b62ecf11b2415655dcf94067d6893d3","block_sha256":"28c2c4409984739cf3e3a7be99bf72173b62ecf11b2415655dcf94067d6893d3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_3f19cc88-8355-40c1-a7b3-03ac32a5a81a"},{"id":"occ_5d2a1146488b40a58c90dff8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_4181b459-0b51-4ba4-bc74-a44b405864ff","section_id":"sec_5e77cc3b-bb7c-4c2e-b773-b173498b64ad","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM wafer allocationとHBM bit shareの差","quote_start":0,"quote_end":36,"text_sha256":"d1f2cd4e3261b1ef9c33cce14f91e6e6850cb754b9ce62da0b241345e543f1bc","block_sha256":"d1f2cd4e3261b1ef9c33cce14f91e6e6850cb754b9ce62da0b241345e543f1bc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_4181b459-0b51-4ba4-bc74-a44b405864ff"},{"id":"occ_4170f6c7090434173c5b7993","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_46ccd48a-eba6-465e-971d-4f499804f5c1","section_id":"sec_10837634-d47e-475d-b2b5-f691ec1efa02","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"そして従来HBMの非常にwideなparallel interfaceとは別に、UCIe型のchiplet interfaceを使う方向が検討されています。","quote_start":0,"quote_end":78,"text_sha256":"da7aeefdab775844aa78621a4cee2afce72fd5ba8adcb3c2a47faff912743a8e","block_sha256":"da7aeefdab775844aa78621a4cee2afce72fd5ba8adcb3c2a47faff912743a8e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_46ccd48a-eba6-465e-971d-4f499804f5c1"},{"id":"occ_4cdedcd7856bc82cda200c7d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_49f29a77-f4bf-4667-8731-c3af9db2be7c","section_id":"sec_6057149f-484d-42a6-94c0-1ca0c794ae73","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"この段階では「HBM」という名前自体より、","quote_start":0,"quote_end":21,"text_sha256":"176812270573e8ef712db081396b9123a7bcdf505927bc1fbd16f4f2ac9c419f","block_sha256":"176812270573e8ef712db081396b9123a7bcdf505927bc1fbd16f4f2ac9c419f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_49f29a77-f4bf-4667-8731-c3af9db2be7c"},{"id":"occ_d4da83a095666360ac2d0632","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_4b914203-6899-45ea-b241-13ebf6d6f278","section_id":"sec_5e77cc3b-bb7c-4c2e-b773-b173498b64ad","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"これはHBM需要崩壊とは限りません。","quote_start":0,"quote_end":18,"text_sha256":"92b711410afe4e337223aa0c688b37d340b6b001270f403dc8c85f6db564720c","block_sha256":"92b711410afe4e337223aa0c688b37d340b6b001270f403dc8c85f6db564720c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_4b914203-6899-45ea-b241-13ebf6d6f278"},{"id":"occ_059bc33c4869a5d862e0feb4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_4fb5a0f0-01b6-4e22-954f-a4d1fef02c44","section_id":"sec_b2fcadfb-f002-4395-a9ba-b54e563aee14","layer":"body","character_id":null,"count":1,"matched_aliases":["zHBM"],"evidence":{"text_basis":"markdown","start":20,"end":24,"exact":"zHBM","quote":"Samsungは2026年8月のFMSでzHBMのconcept modelを初公開しました。","quote_start":0,"quote_end":47,"text_sha256":"8bd433bd6c380ebce0385f1e27f358a6ac5b8d4db4d038a5f4bfcfb57a6ac06b","block_sha256":"8bd433bd6c380ebce0385f1e27f358a6ac5b8d4db4d038a5f4bfcfb57a6ac06b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_4fb5a0f0-01b6-4e22-954f-a4d1fef02c44"},{"id":"occ_2a8448aedc441479ebc1a2c9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_515dab99-8dac-48a0-a8ae-0a610b7ea2ad","section_id":"sec_c51a71f6-4c65-4f18-9c4b-0fbf45c24d2b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"つまりTrendForceの2027年予測をそのまま読むなら、HBMは通常DRAMに対し、DRAMウェハー1枚あたり約35%しか最終bitを供給できない計算になります。","quote_start":0,"quote_end":84,"text_sha256":"11747ec43754589e56c2b414c2218fa1080b5b9801a256750959434c8a5980b0","block_sha256":"11747ec43754589e56c2b414c2218fa1080b5b9801a256750959434c8a5980b0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_515dab99-8dac-48a0-a8ae-0a610b7ea2ad"},{"id":"occ_e9e33b1815037cfc31a72267","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_55b52255-83b0-4d41-ae3f-72af44cac288","section_id":"sec_c51a71f6-4c65-4f18-9c4b-0fbf45c24d2b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 1．「HBM wafer 30% → bit 13%」とは何を意味しているのか","quote_start":0,"quote_end":42,"text_sha256":"ea72a6942f9d677b9b0995f1e35dad238fcdf198b4c6adf1518560b6243ea7b8","block_sha256":"ea72a6942f9d677b9b0995f1e35dad238fcdf198b4c6adf1518560b6243ea7b8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_55b52255-83b0-4d41-ae3f-72af44cac288"},{"id":"occ_d3046e528613984f092742a5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_567610e4-9ade-4de3-8441-66ddf0255ec5","section_id":"sec_27d73196-ee23-4802-8fcd-3e5d03587130","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 18．HBM-PIMは別ルートから同じ場所へ向かっている","quote_start":0,"quote_end":31,"text_sha256":"81a4038cd675b353be44b044368ca56c1351240ebba61259f71c36c3120e6605","block_sha256":"81a4038cd675b353be44b044368ca56c1351240ebba61259f71c36c3120e6605","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_567610e4-9ade-4de3-8441-66ddf0255ec5"},{"id":"occ_8c40cf747614c36746430ec7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_57992978-ca77-4c39-8a6b-1d0d613e9696","section_id":"sec_0547eb1b-868e-454b-bdc0-5fea010ca6da","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"XBMやDRAM-on-Logicが普及すると、従来HBMで使用される巨大silicon interposerの重要度が下がる可能性があります。","quote_start":0,"quote_end":72,"text_sha256":"8b591c1355ed67dcaa9cf48b10d0794e3caf29de765ec66026d57b8ab9b0c0ba","block_sha256":"8b591c1355ed67dcaa9cf48b10d0794e3caf29de765ec66026d57b8ab9b0c0ba","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_57992978-ca77-4c39-8a6b-1d0d613e9696"},{"id":"occ_44a9eeee268db9712f46b7f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_59363256-d783-4183-8543-3f97d1acc32a","section_id":"sec_63a6fe02-dbc3-416c-88be-089178e02604","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":35,"end":39,"exact":"HBM4","quote":"ただし、2027年の30%→13%というTrendForce予測自体にHBM4、ノード移行、歩留まり改善などが一定程度織り込まれている可能性があります。","quote_start":0,"quote_end":76,"text_sha256":"ad49098e1a93bced6d835bf9b1a39d76807c48314cb7801892a2850a7eb90b96","block_sha256":"ad49098e1a93bced6d835bf9b1a39d76807c48314cb7801892a2850a7eb90b96","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_59363256-d783-4183-8543-3f97d1acc32a"},{"id":"occ_383591670a7244f36343ad90","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_5a5e6377-d1b1-448f-8722-d0ea358beecd","section_id":"sec_27d73196-ee23-4802-8fcd-3e5d03587130","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"SamsungのHBM-PIMも重要です。","quote_start":0,"quote_end":21,"text_sha256":"70119b53f1a4e7def7e47573661c270ef6f63ba10b9a04389f2e15354e0296c3","block_sha256":"70119b53f1a4e7def7e47573661c270ef6f63ba10b9a04389f2e15354e0296c3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_5a5e6377-d1b1-448f-8722-d0ea358beecd"},{"id":"occ_f326b335a84b2cb1db5acdd7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_5cc5a274-a583-4a41-828e-b5d5ae13972e","section_id":"sec_11e74dc5-ca44-4ea9-ad71-32ddc116c592","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":2,"end":6,"exact":"HBM4","quote":"次にHBM4では高度なロジックをDRAM stackの真下へ置き始めました。","quote_start":0,"quote_end":38,"text_sha256":"48891ead963a7be54d52572dd814f28c9dec549d62c3d138ff3bcb83def19a8c","block_sha256":"48891ead963a7be54d52572dd814f28c9dec549d62c3d138ff3bcb83def19a8c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_5cc5a274-a583-4a41-828e-b5d5ae13972e"},{"id":"occ_6e419c41260c627491b6a4fb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_5de82837-15e6-43b4-a5d2-91a4e97af3f6","section_id":"sec_5ca768aa-4ce4-47b2-8d31-c9cd0db2c724","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":7,"end":12,"exact":"HBM4E","quote":"MicronもHBM4Eのlogic base dieでTSMCと協業しています。 (Micron Technology)","quote_start":0,"quote_end":61,"text_sha256":"5c25929b72885c8d6c9154a1b734330d07e910873a2abd23cf774b0853d353f0","block_sha256":"5c25929b72885c8d6c9154a1b734330d07e910873a2abd23cf774b0853d353f0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_5de82837-15e6-43b4-a5d2-91a4e97af3f6"},{"id":"occ_ef6db1ff4e72e9b2849dd54b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_5e235635-824d-4a82-a039-341558802e11","section_id":"sec_89410003-bfd4-4499-9f3e-5fb954800b92","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"この数字こそ、現在のHBMブームと汎用DRAM不足、そして2030年代に向けた3D DRAM、Wafer-to-Wafer（W2W）、DRAM-on-Logic、ZAM、XBMといった新しいメモリアーキテクチャを理解する入口で","quote_start":0,"quote_end":113,"text_sha256":"8c6583cfa10993a3166494c95582bef6d8a63616358e982233648c6b14116665","block_sha256":"8c6583cfa10993a3166494c95582bef6d8a63616358e982233648c6b14116665","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_5e235635-824d-4a82-a039-341558802e11"},{"id":"occ_9d6a9297251365fabee75014","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_636c123d-db4a-4bf9-8026-0819cc4d7a52","section_id":"sec_5ca768aa-4ce4-47b2-8d31-c9cd0db2c724","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4世代では、HBMの底部にあるbase dieが一気に「本物のロジック半導体」へ近づいています。","quote_start":0,"quote_end":51,"text_sha256":"a1943c6f07d3b5e5997f1651bf36ac78ad582421126f49b145bf872232c88ed8","block_sha256":"a1943c6f07d3b5e5997f1651bf36ac78ad582421126f49b145bf872232c88ed8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_636c123d-db4a-4bf9-8026-0819cc4d7a52"},{"id":"occ_78a252062ce33e6384b07e5d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_640ebea9-b51a-485d-8b51-5ee58b7f7798","section_id":"sec_63a6fe02-dbc3-416c-88be-089178e02604","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"同じ13%のHBM bit shareを維持するのに必要なウェハーは約24.8%まで低下します。","quote_start":0,"quote_end":48,"text_sha256":"c681cda94fdf0a2598aa2f777b35e30c14c5ac20af311e07f81a950352e48afd","block_sha256":"c681cda94fdf0a2598aa2f777b35e30c14c5ac20af311e07f81a950352e48afd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_640ebea9-b51a-485d-8b51-5ee58b7f7798"},{"id":"occ_da0bb5e400b572944ba51023","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_67b48c6d-ad5c-4065-985f-edd36e3fc6e2","section_id":"sec_b2fcadfb-f002-4395-a9ba-b54e563aee14","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM","zHBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"従来HBMではacceleratorの横にHBM stackを配置しますが、zHBMではHBMをAI acceleratorの真上へ垂直配置します。","quote_start":0,"quote_end":74,"text_sha256":"f6f1cd667f23f414afd6b5aeb1f600e584a30da4a3a5f200ef460863bd93b5c6","block_sha256":"f6f1cd667f23f414afd6b5aeb1f600e584a30da4a3a5f200ef460863bd93b5c6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_67b48c6d-ad5c-4065-985f-edd36e3fc6e2"},{"id":"occ_5d489cc1f85a00e12efca537","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_68594694-d096-4cf8-b010-feca627a19cb","section_id":"sec_c51a71f6-4c65-4f18-9c4b-0fbf45c24d2b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"つまりHBMで同じ量のbitを市場へ供給するためには、通常DRAMの約2.9倍に相当するDRAMウェハー能力を消費している、と見ることができます。 (TrendForce)","quote_start":0,"quote_end":86,"text_sha256":"db7afb174905af6bb78b6c10344a804184d9e4b6622274b27eab3d1b2aac94f8","block_sha256":"db7afb174905af6bb78b6c10344a804184d9e4b6622274b27eab3d1b2aac94f8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_68594694-d096-4cf8-b010-feca627a19cb"},{"id":"occ_bdee8bcebb34803545dc2f49","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_68e37676-3f28-4488-84e0-1e0731f80ee7","section_id":"sec_5e77cc3b-bb7c-4c2e-b773-b173498b64ad","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"DDR5 shortage↓DRAM ASP↓HBM scarcity premium","quote_start":0,"quote_end":43,"text_sha256":"17c63d2e2ee3f5b561b78b70ed91b9cd34cf220afd049cec193799e48fb8f957","block_sha256":"17c63d2e2ee3f5b561b78b70ed91b9cd34cf220afd049cec193799e48fb8f957","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_68e37676-3f28-4488-84e0-1e0731f80ee7"},{"id":"occ_43224deb429d8ec88284f8c2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_6d5e7635-eff0-4004-a0ac-bcfc9dc84c11","section_id":"sec_3c62efeb-fdb4-4f7d-aba4-11a0096158d2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"ここからはHBM packageではなく、DRAMデバイスそのものの話です。","quote_start":0,"quote_end":38,"text_sha256":"c567617f8fc18abd85ca4b882cf0ba19845a4c1747aa255d8aa32da062a1dd15","block_sha256":"c567617f8fc18abd85ca4b882cf0ba19845a4c1747aa255d8aa32da062a1dd15","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_6d5e7635-eff0-4004-a0ac-bcfc9dc84c11"},{"id":"occ_27dec5989696cae4aa35dd24","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_71bf8acb-2917-4085-a04b-5b6323e0a538","section_id":"sec_27d73196-ee23-4802-8fcd-3e5d03587130","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":78,"end":81,"exact":"HBM","quote":"gineを配置し、データをGPUまで往復させずmemory bank内部で一部計算を行います。SamsungはHBM-PIMでDRAM内部へprocessorを配置することでdata movementを減らす構想を実証してきました。 (Samsung Semiconductor Global)","quote_start":23,"quote_end":170,"text_sha256":"a1044f424d1c38748f7b505e5aa662f4171f03d61fe0c702597a1be9b2b6e742","block_sha256":"a1044f424d1c38748f7b505e5aa662f4171f03d61fe0c702597a1be9b2b6e742","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_71bf8acb-2917-4085-a04b-5b6323e0a538"},{"id":"occ_3ee4477116fb544ce35e3878","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_78a399cc-740c-403b-a0ba-9aec5f618b15","section_id":"sec_d7948561-1567-4280-b78b-dd81b929a38d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":49,"end":52,"exact":"HBM","quote":"Synopsysは2026年にUCIeのmemory applicationsとしてCustom HBMやemerging memory extensionを明確に取り上げています。現在のUCIe IPは最大64Gbps級へ進んでいます。 (Synopsys)","quote_start":0,"quote_end":130,"text_sha256":"21e3d4f7cbd78c5747cd386aae217777fe8c1d5639440cb0a896deb13d72fef4","block_sha256":"21e3d4f7cbd78c5747cd386aae217777fe8c1d5639440cb0a896deb13d72fef4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_78a399cc-740c-403b-a0ba-9aec5f618b15"},{"id":"occ_0e45160b1956cb31d6ed8a3e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_834d37c1-d452-44bd-b36c-781912352de3","section_id":"sec_b9633fd9-6f97-4e7d-95b7-1bc8f69368d8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"30%のwaferで13%のbitという数字は、HBMが容量効率を犠牲にして帯域と近接性を買っていることを示す。次の競争はbit/waferだけでなく、有効帯域、積層歩留まり、Logic統合を含むSystem効率へ移る。","quote_start":0,"quote_end":110,"text_sha256":"0efae9d37a20dc487e1ba0ee8dae46ddb84c6c6160ce6952f5917f67569fff35","block_sha256":"0efae9d37a20dc487e1ba0ee8dae46ddb84c6c6160ce6952f5917f67569fff35","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_834d37c1-d452-44bd-b36c-781912352de3"},{"id":"occ_9efecbc6c0296ac0a9236136","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_89871240-42ec-4e65-9261-246ff0176fe6","section_id":"sec_dc78362c-4e99-49ed-b9b6-b6f7eb3726cb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"従来HBMでは、DRAMダイ間をmicrobumpなどで接続します。","quote_start":0,"quote_end":34,"text_sha256":"cee449d0d738131b7ff27acb998f390bf35ba427939a80ce66ff8ec32b0b1970","block_sha256":"cee449d0d738131b7ff27acb998f390bf35ba427939a80ce66ff8ec32b0b1970","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_89871240-42ec-4e65-9261-246ff0176fe6"},{"id":"occ_32ce5ffe1f90e4731f34c5ff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_8abc742d-cf01-41dc-bfd3-0e009c840e88","section_id":"sec_5ca768aa-4ce4-47b2-8d31-c9cd0db2c724","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"Samsung HBM4/HBM4Eでは1c DRAM core dieに対して、Samsung Foundryの4nm logic base dieを使用しています。SamsungはさらにHBM5のbase dieを2nm","quote_start":0,"quote_end":112,"text_sha256":"b31b8c15afa47b21707ad6e3227946323e41142df0aca11c9ae5d525942f0fdb","block_sha256":"b31b8c15afa47b21707ad6e3227946323e41142df0aca11c9ae5d525942f0fdb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_8abc742d-cf01-41dc-bfd3-0e009c840e88"},{"id":"occ_434c04416f89edae2875a65d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_8d4d2fac-8d5d-4bba-adbf-032cc59992ae","section_id":"sec_40efe366-86db-4e89-8b13-ed044755c8e6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM→ 16Hi→ Hybrid Bonding→ Cell/Logic W2W→ 3D DRAM→ ZAM型multi-wafer","quote_start":0,"quote_end":67,"text_sha256":"efbcdf985821ddcd3d6664b0b058b3b426fd39283251677985bcbfa0a1e3946c","block_sha256":"efbcdf985821ddcd3d6664b0b058b3b426fd39283251677985bcbfa0a1e3946c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_8d4d2fac-8d5d-4bba-adbf-032cc59992ae"},{"id":"occ_2192061dd2f1733c6e311438","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_92a570bf-25dd-4cb5-bb75-4f045859bfc7","section_id":"sec_9c63fb87-bfbc-490f-b62a-a26ebfe8a2b7","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":23,"end":27,"exact":"HBM4","quote":"SK hynixは2026年に16層48GB HBM4を公開しており、Micronも16-high 48GB HBM4をsample済みです。 (SK hynix Newsroom)","quote_start":0,"quote_end":91,"text_sha256":"97f3cf75df06166f765826286a4ca058db57b529fbb21ae6e496cfdb1de86678","block_sha256":"97f3cf75df06166f765826286a4ca058db57b529fbb21ae6e496cfdb1de86678","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_92a570bf-25dd-4cb5-bb75-4f045859bfc7"},{"id":"occ_713b9c0348fbc195a568a80f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_94d52b7c-1c66-4fe0-866f-8a3bf346e16f","section_id":"sec_4e60bca0-ff82-4b14-8bdb-5a325e65fbfe","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":11,"end":15,"exact":"HBM4","quote":"SamsungはさらにHBM4へ最先端の1c DRAMを投入し、4nmロジックベースダイと組み合わせて2026年に量産へ入りました。SamsungのHBM4は2,048 I/O、最大3.3TB/sで、将来的には16層48GBへ拡張","quote_start":0,"quote_end":115,"text_sha256":"973c34cb590daf380be51b333bd822b4cd2d6cdf78ee2789836b78d0e89b6ed3","block_sha256":"973c34cb590daf380be51b333bd822b4cd2d6cdf78ee2789836b78d0e89b6ed3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_94d52b7c-1c66-4fe0-866f-8a3bf346e16f"},{"id":"occ_fec9167c3194cf51ef3e4326","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_9783318b-c94d-4390-9262-936841b1655b","section_id":"sec_6057149f-484d-42a6-94c0-1ca0c794ae73","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"GPU ─ HBM","quote_start":0,"quote_end":9,"text_sha256":"019d89a34e8abc61ab3d74f39f6a583072d395768bfe73cd9142740e1aa90241","block_sha256":"019d89a34e8abc61ab3d74f39f6a583072d395768bfe73cd9142740e1aa90241","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_9783318b-c94d-4390-9262-936841b1655b"},{"id":"occ_e2d9211e258ef8da03ecc85b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_aa67c949-ac35-4e68-aab7-fb89d9f3aced","section_id":"sec_b2fcadfb-f002-4395-a9ba-b54e563aee14","layer":"body","character_id":null,"count":1,"matched_aliases":["zHBM"],"evidence":{"text_basis":"markdown","start":13,"end":17,"exact":"zHBM","quote":"## 8．SamsungのzHBMはさらに大胆","quote_start":0,"quote_end":23,"text_sha256":"9d66fd2b5e4cadd284f11fcfe9d262166971df794aba0070e3189d6604cb6bae","block_sha256":"9d66fd2b5e4cadd284f11fcfe9d262166971df794aba0070e3189d6604cb6bae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_aa67c949-ac35-4e68-aab7-fb89d9f3aced"},{"id":"occ_e04a4d57646f6771b7fa23bc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_b51230c8-10f6-475c-aec5-8f62561c3e27","section_id":"sec_d1628c75-0d1c-468d-af10-4186e2c6fb9b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM価格だけでなく、HBMによるcrowding-outで高くなったDDR5の価格も正常化しやすくなります。","quote_start":0,"quote_end":55,"text_sha256":"52acf39df6caf5a662bc5edcaf62e6f4d24e0de2899517d7cd4e26b9e16df0ab","block_sha256":"52acf39df6caf5a662bc5edcaf62e6f4d24e0de2899517d7cd4e26b9e16df0ab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_b51230c8-10f6-475c-aec5-8f62561c3e27"},{"id":"occ_3b160a17c5ae9d2de8f45329","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_bb894e11-b64b-4faa-9a05-7ef7b170f964","section_id":"sec_634b1265-9f37-4f38-867c-b5a98eb3e02a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"Micronは公開度が低いものの、1γによるbit density、3D DRAM研究、TSMCとのHBM logic連携を進めています。","quote_start":0,"quote_end":69,"text_sha256":"78bde2678f4601d2301d25599eb467e21db42c4771b6e076a9891e45927771f0","block_sha256":"78bde2678f4601d2301d25599eb467e21db42c4771b6e076a9891e45927771f0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_bb894e11-b64b-4faa-9a05-7ef7b170f964"},{"id":"occ_d6865a28dccb64329b78ab07","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_c45fea83-b658-42d1-b026-e7e8c23836be","section_id":"sec_40efe366-86db-4e89-8b13-ed044755c8e6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"現在のHBMでもtemporary bonding需要を取り込んでおり、将来、","quote_start":0,"quote_end":39,"text_sha256":"bd9d1ee8ca1241230434a2f8f9a93a0e1a292b3f9c06ff77bbbff833eb20c478","block_sha256":"bd9d1ee8ca1241230434a2f8f9a93a0e1a292b3f9c06ff77bbbff833eb20c478","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_c45fea83-b658-42d1-b026-e7e8c23836be"},{"id":"occ_44016d372ff1994e4f98d82b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_caf13aa5-b5da-4209-ab83-742fa6926d5b","section_id":"sec_d71e1ccf-9c38-493c-b4a7-3f802855b3af","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"は、一枚のwaferから取れるbitは増えません。セル、接続、Base Logic、修復を同時に変えて初めて、HBMの供給曲線が別の形になります。","quote_start":10,"quote_end":83,"text_sha256":"66dd45b2a3f4cde7eea80fb864e8ced69907f3c9178065b5cd72d8115f87b325","block_sha256":"66dd45b2a3f4cde7eea80fb864e8ced69907f3c9178065b5cd72d8115f87b325","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_caf13aa5-b5da-4209-ab83-742fa6926d5b"},{"id":"occ_4eb885a08f300197ec8ff882","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_cb0ca56d-aef6-4185-8c84-97b5f8036fa0","section_id":"sec_89410003-bfd4-4499-9f3e-5fb954800b92","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"# HBMの「30%のウェハーで13%のビット」の先にあるもの――Hybrid Bonding・3D DRAM・XBMへ","quote_start":0,"quote_end":60,"text_sha256":"8df8e656b464ea952f7939424af60c155be44ee8c52c41c5d7ff34999cf81704","block_sha256":"8df8e656b464ea952f7939424af60c155be44ee8c52c41c5d7ff34999cf81704","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_cb0ca56d-aef6-4185-8c84-97b5f8036fa0"},{"id":"occ_4e841c0268eabd6aefb1dd89","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_cd8647d7-27c6-4972-8418-d3d667a5b3fe","section_id":"sec_5e77cc3b-bb7c-4c2e-b773-b173498b64ad","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"今後、私はHBM契約価格だけを見るより、","quote_start":0,"quote_end":20,"text_sha256":"e1ac09f77843086725eb39cacd837e8421327a615df16cbebe03b43d9ef50f45","block_sha256":"e1ac09f77843086725eb39cacd837e8421327a615df16cbebe03b43d9ef50f45","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_cd8647d7-27c6-4972-8418-d3d667a5b3fe"},{"id":"occ_2b2869010d62abe77d6668e7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_d0d11a9e-e0df-4a2b-a85e-a8cbc00218a3","section_id":"sec_dc78362c-4e99-49ed-b9b6-b6f7eb3726cb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"Samsungは16層以上の次世代HBM向けにHybrid Copper Bondingを提示しており、従来TCB比でthermal resistanceを20%以上改善できるとしています。 (Samsung Semiconductor G","quote_start":0,"quote_end":120,"text_sha256":"2c0e427a4bbfd34bbb3043f41d40348b34e2fda419d68861db91b737fb7ffc1f","block_sha256":"2c0e427a4bbfd34bbb3043f41d40348b34e2fda419d68861db91b737fb7ffc1f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_d0d11a9e-e0df-4a2b-a85e-a8cbc00218a3"},{"id":"occ_7848fdae9b03fab71447a531","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_d3fdac3c-4baa-4e14-959f-6336d5ea64b1","section_id":"sec_40efe366-86db-4e89-8b13-ed044755c8e6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"と進むほど、自社の工程数が増える可能性があります。SUSSは既にHBM production向けtemporary bonder需要の恩恵を受けています。 (SUSS)","quote_start":0,"quote_end":84,"text_sha256":"1576cf611520ccbb7491d602bbf3b3227750400bbf3f0320bd8665ae2d9ddb9b","block_sha256":"1576cf611520ccbb7491d602bbf3b3227750400bbf3f0320bd8665ae2d9ddb9b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_d3fdac3c-4baa-4e14-959f-6336d5ea64b1"},{"id":"occ_cba3bdb5a4188747c5464f08","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_d42162cc-91c2-49f3-8886-b861d6247b0f","section_id":"sec_5ca768aa-4ce4-47b2-8d31-c9cd0db2c724","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが、","quote_start":0,"quote_end":5,"text_sha256":"4afa0f2011bbc2bd08811e6bcd05939a2c9678ddf15b335f176f146259698ec0","block_sha256":"4afa0f2011bbc2bd08811e6bcd05939a2c9678ddf15b335f176f146259698ec0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_d42162cc-91c2-49f3-8886-b861d6247b0f"},{"id":"occ_f22e8b05140d3a9110947f00","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_d7d6a72b-f9cc-4cdf-b174-4d7b8e7e2730","section_id":"sec_ebd87378-f65b-46b7-aec1-abc28bca70d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"## 31．SK hynixのリスクは「HBMがなくなること」ではない","quote_start":0,"quote_end":35,"text_sha256":"d2e94ac1502d51dda9801798190a259e170e3f7994897a66318df70e43196c6e","block_sha256":"d2e94ac1502d51dda9801798190a259e170e3f7994897a66318df70e43196c6e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_d7d6a72b-f9cc-4cdf-b174-4d7b8e7e2730"},{"id":"occ_c1bb897cfc761271bce27577","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_d8403dec-b5a3-4240-a3b4-44a594763c75","section_id":"sec_11e74dc5-ca44-4ea9-ad71-32ddc116c592","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"GPU ─ HBM","quote_start":0,"quote_end":9,"text_sha256":"019d89a34e8abc61ab3d74f39f6a583072d395768bfe73cd9142740e1aa90241","block_sha256":"019d89a34e8abc61ab3d74f39f6a583072d395768bfe73cd9142740e1aa90241","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_d8403dec-b5a3-4240-a3b4-44a594763c75"},{"id":"occ_78527231a07e298c3203aa2d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_dcb9ee87-4d85-432d-adf7-694f01f59d24","section_id":"sec_10837634-d47e-475d-b2b5-f691ec1efa02","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"これは単にHBMの積み方を変えるのではありません。","quote_start":0,"quote_end":25,"text_sha256":"e4f786db97c94d902eed6ddcebaa325a68439058ab4e71d8d66a33119294c76c","block_sha256":"e4f786db97c94d902eed6ddcebaa325a68439058ab4e71d8d66a33119294c76c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_dcb9ee87-4d85-432d-adf7-694f01f59d24"},{"id":"occ_e4bca01d1ee9f9c281ca3ba3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_e097e64a-ac60-4ae8-a2cf-21a7ff64391f","section_id":"sec_63a6fe02-dbc3-416c-88be-089178e02604","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"例えばHBMの実効bit/DRAM waferが現在より30%改善するとします。","quote_start":0,"quote_end":40,"text_sha256":"01c3eb223ee00cdf05ab3acf46ff228bec8b8e5077ab598d6cf1f7959a69dac3","block_sha256":"01c3eb223ee00cdf05ab3acf46ff228bec8b8e5077ab598d6cf1f7959a69dac3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_e097e64a-ac60-4ae8-a2cf-21a7ff64391f"},{"id":"occ_2f16c98e4445d79d4118367c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_e15eddca-2988-40c9-8933-0da4fd2b553e","section_id":"sec_9e6a01bc-9886-4fe0-b8d6-ac58c90656a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"この観点から見ると、現在のHBM boomは終着点ではありません。","quote_start":0,"quote_end":33,"text_sha256":"e81c6d05746df17743888b02d6d89d59243e2fa2ca835338231e3f7a9428d4d2","block_sha256":"e81c6d05746df17743888b02d6d89d59243e2fa2ca835338231e3f7a9428d4d2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_e15eddca-2988-40c9-8933-0da4fd2b553e"},{"id":"occ_9f889bc10049721b12faefad","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_e76f3774-0562-4bc9-a77b-08ab04a0dbfd","section_id":"sec_ebd87378-f65b-46b7-aec1-abc28bca70d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"4F²Cell/Logic W2W3D DRAMTSMC logicCustom HBM","quote_start":0,"quote_end":44,"text_sha256":"67d66f6bb28242e94704f88556120cc77d8cf4a9b55eec23ad460ae3a2d7570b","block_sha256":"67d66f6bb28242e94704f88556120cc77d8cf4a9b55eec23ad460ae3a2d7570b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_e76f3774-0562-4bc9-a77b-08ab04a0dbfd"},{"id":"occ_a11065516ac1202c95644fc0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_e772ab04-2535-4153-8d8c-6ffe56ee9e70","section_id":"sec_11e74dc5-ca44-4ea9-ad71-32ddc116c592","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMではDRAMをGPUの横へ近づけました。","quote_start":0,"quote_end":23,"text_sha256":"369f364e3b72662a9158f1db8096c38b9a49d1d792b336f34b97e17b2080b774","block_sha256":"369f364e3b72662a9158f1db8096c38b9a49d1d792b336f34b97e17b2080b774","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_e772ab04-2535-4153-8d8c-6ffe56ee9e70"},{"id":"occ_86dcacb17a4d05657a5ff473","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_e88dd1ea-64ad-4362-bd24-452d37ca2397","section_id":"sec_5e77cc3b-bb7c-4c2e-b773-b173498b64ad","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"逆にHBM wafer比率が30%以上へ上がり続けるのにbit shareがなかなか上がらないなら、AIによるDRAM capacity吸収はさらに激しくなります。","quote_start":0,"quote_end":82,"text_sha256":"9d897e3f1abfa2a666594cc2997e5120a9cd738a8cc323a66e5c3484f437b61c","block_sha256":"9d897e3f1abfa2a666594cc2997e5120a9cd738a8cc323a66e5c3484f437b61c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_e88dd1ea-64ad-4362-bd24-452d37ca2397"},{"id":"occ_8a32bea291c549f445c2e0c7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_ea2c9e21-cfa5-44cb-a2f0-37e3d0dcfd1c","section_id":"sec_89410003-bfd4-4499-9f3e-5fb954800b92","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"TrendForceは2026年6月、大手3社のDRAMウェハー投入量に占めるHBM向け比率が、2025年末約18%、2026年末約22%、2027年末約30%へ上昇する一方、HBMが供給するDRAMビット量はそれぞれ約8%、9%、13%にとどまると予測しました。つまり2027年には","quote_start":0,"quote_end":142,"text_sha256":"ee97f65f5955159c43d2b8e17ebfc0ea7a99fe5c51725c60fc05630fa84be917","block_sha256":"ee97f65f5955159c43d2b8e17ebfc0ea7a99fe5c51725c60fc05630fa84be917","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_ea2c9e21-cfa5-44cb-a2f0-37e3d0dcfd1c"},{"id":"occ_eb7f288ba97197acd1e25f0b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_ed4661cd-5d9e-4e1b-b0aa-40192a6e64ad","section_id":"sec_c51a71f6-4c65-4f18-9c4b-0fbf45c24d2b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはDRAM製造能力を大量に吸収する。","quote_start":0,"quote_end":21,"text_sha256":"cffd8c0e77188c32bd9f61dc5fc937b86ea6c8221d0851c602041893d5abe2de","block_sha256":"cffd8c0e77188c32bd9f61dc5fc937b86ea6c8221d0851c602041893d5abe2de","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_ed4661cd-5d9e-4e1b-b0aa-40192a6e64ad"},{"id":"occ_79d3fcfd07276ce4785f6368","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_ee12b31f-b764-42ef-a7b4-e69bbf132b3a","section_id":"sec_dc78362c-4e99-49ed-b9b6-b6f7eb3726cb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"によって、結果的にgood HBM bits / waferを高めるために重要になります。","quote_start":0,"quote_end":45,"text_sha256":"b7024a1130737880b534ea50d39ab96bd3264843f1401540dd14a83d22b94c55","block_sha256":"b7024a1130737880b534ea50d39ab96bd3264843f1401540dd14a83d22b94c55","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_ee12b31f-b764-42ef-a7b4-e69bbf132b3a"},{"id":"occ_704ce1071970ca6bb6e78b43","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_f18ecb36-c012-447b-9984-5cb592f48165","section_id":"sec_c51a71f6-4c65-4f18-9c4b-0fbf45c24d2b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが、","quote_start":0,"quote_end":5,"text_sha256":"4afa0f2011bbc2bd08811e6bcd05939a2c9678ddf15b335f176f146259698ec0","block_sha256":"4afa0f2011bbc2bd08811e6bcd05939a2c9678ddf15b335f176f146259698ec0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_f18ecb36-c012-447b-9984-5cb592f48165"},{"id":"occ_2cf374f912490bc1c6760f7c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_f4c6d93b-31cf-4497-8fec-f26e4fa5f8be","section_id":"sec_634b1265-9f37-4f38-867c-b5a98eb3e02a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"SK hynixはHBM製造とDRAM architectureで強く、logicについてTSMCとの分業を深めています。","quote_start":0,"quote_end":61,"text_sha256":"7ce3ef75093ea36ef69fc33045fa67a0acd0912188fd23f6391146ea964a67d7","block_sha256":"7ce3ef75093ea36ef69fc33045fa67a0acd0912188fd23f6391146ea964a67d7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_f4c6d93b-31cf-4497-8fec-f26e4fa5f8be"},{"id":"occ_5bdef7623f3d56b7c10b1625","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_f55b4ebf-8a49-47a5-99d4-e2ad8456e69f","section_id":"sec_bcc5837a-1d23-4809-b6b4-8e9efd18be1a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":156,"end":161,"exact":"HBM4E","quote":"進めていますが製品時期は未公表です。Micronも研究人員を増やしている段階です。したがって2026～28年にHBM4E/HBM5を飛び越えて一気に3D DRAMへ移行する可能性は低く、まず4F²、Wafer Bonding、Logic separationなどの要素技術が成熟してから本格3D化すると考えるのが自然です","quote_start":101,"quote_end":261,"text_sha256":"e03ca48824751cc671c232cbd850add5c1e2745d48a0682729c09164e821d77b","block_sha256":"e03ca48824751cc671c232cbd850add5c1e2745d48a0682729c09164e821d77b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_f55b4ebf-8a49-47a5-99d4-e2ad8456e69f"},{"id":"occ_2ac5099f6a6673d0a0bccc31","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_f6fdab19-43de-40a6-959f-76b28a0b831e","section_id":"sec_5e77cc3b-bb7c-4c2e-b773-b173498b64ad","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM実効bit/waferが大幅に改善した","quote_start":0,"quote_end":22,"text_sha256":"435d9dfbf6f207899302b38deea360dc56107942e38ada68c1936c3ba2578802","block_sha256":"435d9dfbf6f207899302b38deea360dc56107942e38ada68c1936c3ba2578802","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_f6fdab19-43de-40a6-959f-76b28a0b831e"},{"id":"occ_433ef326d4844f2c1f17fcad","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_f8df474a-1392-4b7e-a936-ded5e6ed1a88","section_id":"sec_3c62efeb-fdb4-4f7d-aba4-11a0096158d2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"これはHBMのbit/wafer問題に非常に直接的に効きます。","quote_start":0,"quote_end":31,"text_sha256":"246e8cf5d89bb8dfce583fa3531e71f48dc5fdf00d648a47bc6aa55af6cc58ed","block_sha256":"246e8cf5d89bb8dfce583fa3531e71f48dc5fdf00d648a47bc6aa55af6cc58ed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_f8df474a-1392-4b7e-a936-ded5e6ed1a88"},{"id":"occ_1d3b40cc8bfb66d369cc97c3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_facfe95a-4980-4fad-b8df-7834a256b9f8","section_id":"sec_9e6a01bc-9886-4fe0-b8d6-ac58c90656a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"むしろHBMは、","quote_start":0,"quote_end":8,"text_sha256":"e7a80ba6af3064452bb212bcacb938709359c6599948b25744ceed838f51ab0e","block_sha256":"e7a80ba6af3064452bb212bcacb938709359c6599948b25744ceed838f51ab0e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_facfe95a-4980-4fad-b8df-7834a256b9f8"},{"id":"occ_cfc52b4982033d6dd8537561","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f","block_id":"blk_ff4b4337-b38d-4afd-9bc8-a1c33878ac57","section_id":"sec_34774c43-ef98-4598-abbe-7a4e2cc0d99c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでは、","quote_start":0,"quote_end":6,"text_sha256":"2720bbea256fe73f5bdd788e26846b7468ff3a9e985e30c4794a1cb97a1a3fb5","block_sha256":"2720bbea256fe73f5bdd788e26846b7468ff3a9e985e30c4794a1cb97a1a3fb5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4b279499-0bae-4004-81f9-2ca2bb999ac5/#blk_ff4b4337-b38d-4afd-9bc8-a1c33878ac57"},{"id":"occ_9e2c2ce11cf891f015ab633c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4ca9ee61-40e0-44b0-b0b2-ae6a2fe89483","work_id":"wrk_976cd62b-5542-434e-93ff-2b5d69c5b754","block_id":"blk_6002b53d-4632-4c3b-a1d8-b7e188f64f31","section_id":"sec_c79900df-6b03-472a-a79a-a114ac9f3f72","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"この集中投資の利点は明快です。AI時代は、モデルそのものだけでなく、GPU、HBM、先端ロジック、クラウド、データセンター、電力、冷却、送配電といった**ボトルネックを握る層**に利益が集まりやすいからです。OpenAIとSoftBankはSB Energyに各5億ドル、合計10億","quote_start":0,"quote_end":141,"text_sha256":"5125f0098c56efeb4ddca8e1d72a5babbcd99e6728bc2022fcfdf480618f08c0","block_sha256":"5125f0098c56efeb4ddca8e1d72a5babbcd99e6728bc2022fcfdf480618f08c0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4ca9ee61-40e0-44b0-b0b2-ae6a2fe89483/#blk_6002b53d-4632-4c3b-a1d8-b7e188f64f31"},{"id":"occ_80c84e00b34d9e371ee370f6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4eb110b8-6300-4d37-befb-7de1200dd0be","work_id":"wrk_34d11714-0800-4643-88ea-3e7aabfd2897","block_id":"blk_52fd3a39-e774-4cf5-acae-7ec75650f387","section_id":"sec_754e017b-fb31-47a9-b9a9-cfe3371063f7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"TPUがNVIDIAのぼったくりを幾らか軽減する可能性はあるが、そもそもHBMもぼったりである","quote_start":0,"quote_end":47,"text_sha256":"22151a10ad0df2f93a0fb0653a4210ae6ff3a772fc31a8a3b6c479ec1d5a91b3","block_sha256":"22151a10ad0df2f93a0fb0653a4210ae6ff3a772fc31a8a3b6c479ec1d5a91b3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4eb110b8-6300-4d37-befb-7de1200dd0be/#blk_52fd3a39-e774-4cf5-acae-7ec75650f387"},{"id":"occ_6901592f59a884beba3177de","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4eb110b8-6300-4d37-befb-7de1200dd0be","work_id":"wrk_34d11714-0800-4643-88ea-3e7aabfd2897","block_id":"blk_a4a66a27-3f17-4196-bc81-7fa5cdd9f9a2","section_id":"sec_754e017b-fb31-47a9-b9a9-cfe3371063f7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":107,"end":110,"exact":"HBM","quote":"、「これ以上はさすがに無理だ」という上限を付けるオプション価値として効いている  \n  \nしかし、彼らも同じ HBM と先端パッケージに依存している以上、真に「安い計算」を実現するには、メモリとパッケージのサプライチェーンを含めた全体のボトルネック解消が必要になる","quote_start":52,"quote_end":184,"text_sha256":"ede677445a5db1c629d0808d3e2249acaa1cf709d8010ac815ebdbb84e25240b","block_sha256":"ede677445a5db1c629d0808d3e2249acaa1cf709d8010ac815ebdbb84e25240b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4eb110b8-6300-4d37-befb-7de1200dd0be/#blk_a4a66a27-3f17-4196-bc81-7fa5cdd9f9a2"},{"id":"occ_32405a47ddd9750270785747","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_4eb110b8-6300-4d37-befb-7de1200dd0be","work_id":"wrk_34d11714-0800-4643-88ea-3e7aabfd2897","block_id":"blk_bd96ba14-9b85-4519-836a-a3b13b09cf1d","section_id":"sec_754e017b-fb31-47a9-b9a9-cfe3371063f7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"特にHBMメモリは逼迫している、TSMCの製造能力にも限界がある、CoWoS/SoICのCoWo-Lは殆どNVIDIAが抑えている、Googleはintel EMIBなどの別ルートを模索している段階だ","quote_start":0,"quote_end":100,"text_sha256":"63bddf25f8262d3fcac662f96634a7ecc97560bfee9a2c6a76f3e21875fb6755","block_sha256":"63bddf25f8262d3fcac662f96634a7ecc97560bfee9a2c6a76f3e21875fb6755","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_4eb110b8-6300-4d37-befb-7de1200dd0be/#blk_bd96ba14-9b85-4519-836a-a3b13b09cf1d"},{"id":"occ_51d4c937f9f32c662d8d44f4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_0af81243-a1d1-4585-b5b6-32da3a93dc81","section_id":"sec_3ac4e9a2-e8ce-49e4-b594-a6ef115b2a42","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":170,"end":173,"exact":"HBM","quote":"効率 |\n| 弱み | 面積効率と能力に限界 | パネル工程が未成熟 |\n| 主な用途 | 現行AI GPU/HBM | 将来の超大型AI GPU/ASIC |\n| 普及時期 | 既に主流 | 2028〜2030年以降の候補 |\n| 関連材料 | ABF、シリコンインターポーザ、RDL | ABF、ガラスコア、TG","quote_start":115,"quote_end":273,"text_sha256":"8328feb29ef1ebaa9b9511b6794be0609e0c71699eca2be1efe9fcb1c5a26b8b","block_sha256":"8328feb29ef1ebaa9b9511b6794be0609e0c71699eca2be1efe9fcb1c5a26b8b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_0af81243-a1d1-4585-b5b6-32da3a93dc81"},{"id":"occ_3f42eeabdcfac1de1cf19ee7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_2b929a26-e7e1-410b-84a0-016b6e858e98","section_id":"sec_96629702-804b-48db-be0a-984ccc470179","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"- 味の素ABFの価格・数量\n- IbidenのAI基板受注\n- AdvantestのAI/HBMテスター\n- FormFactor、日本マイクロニクス、日本電子材料のプローブカード\n- KLA、Onto、Camtekの先端パッケージ検査","quote_start":0,"quote_end":119,"text_sha256":"75efeae7a88a2fa86a99b2d843b59d6d79d3fe67a4c7f61a4e998bc5d9f60d82","block_sha256":"75efeae7a88a2fa86a99b2d843b59d6d79d3fe67a4c7f61a4e998bc5d9f60d82","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_2b929a26-e7e1-410b-84a0-016b6e858e98"},{"id":"occ_cbc974f7bdfb0588f1c750bf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_310e90bb-8ba4-4a8e-aa75-f0bdfd72c590","section_id":"sec_3654a8b2-246d-4705-9c62-3dca7a906684","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":281,"end":284,"exact":"HBM","quote":"工程で動いています。テスト側ではAdvantest、FormFactor、Onto、KLA、ASEなどがAI/HBM/先端パッケージ需要で既に伸び始めています。([Tom's Hardware](https://www.tomshardware.com/tech-industry/semiconductors/ts","quote_start":226,"quote_end":384,"text_sha256":"49d11a9068c4673015ed1934ef6577cf5fb9e74abbb83f450a96aafaeaa21c52","block_sha256":"49d11a9068c4673015ed1934ef6577cf5fb9e74abbb83f450a96aafaeaa21c52","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_310e90bb-8ba4-4a8e-aa75-f0bdfd72c590"},{"id":"occ_ccbb861ea434fa9d7cce6dc8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_3a8bc1df-b93d-4076-b113-c16744d30215","section_id":"sec_b06184ed-1027-4365-9f91-76da9e8254bc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":63,"end":66,"exact":"HBM","quote":"う理由は、AIパッケージが巨大化しているからです。AI GPUやAI ASICは、GPUダイだけでなく、複数のHBM、RDL、インターポーザ、電源配線を一つのパッケージにまとめます。パッケージが四角く巨大になるほど、丸いウェハから切り出すより、四角いパネルから作る方が面積効率が良くなる可能性があります。","quote_start":8,"quote_end":160,"text_sha256":"141982fec46bec037731746f848c66231ba88dcbfbe494457695e008801a8d18","block_sha256":"141982fec46bec037731746f848c66231ba88dcbfbe494457695e008801a8d18","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_3a8bc1df-b93d-4076-b113-c16744d30215"},{"id":"occ_6b745b92b728d1787273dd8c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_65b97313-9601-4f65-9edc-553d456aa4b0","section_id":"sec_61745d14-187b-42da-8fd8-89966e05e662","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM向けプローブカードが主な追い風です。","quote_start":0,"quote_end":21,"text_sha256":"1106c02f90657614a397a91e4de81a1bb5248c401cdc9d308500e576d463a541","block_sha256":"1106c02f90657614a397a91e4de81a1bb5248c401cdc9d308500e576d463a541","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_65b97313-9601-4f65-9edc-553d456aa4b0"},{"id":"occ_460d45da39d9c1e3f506e0ed","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_70f39122-4294-450f-851e-d06bdfb353f5","section_id":"sec_96629702-804b-48db-be0a-984ccc470179","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":53,"end":56,"exact":"HBM","quote":"2026年は、CoPoSとガラスコア基板がテーマ化する年です。ただし、売上の本体はまだCoWoS、ABF、HBM、AIテストです。","quote_start":0,"quote_end":65,"text_sha256":"60d3acc983eae9be8e13d12213c8bff85cd0861d7300c13fd8159c2cce5d548d","block_sha256":"60d3acc983eae9be8e13d12213c8bff85cd0861d7300c13fd8159c2cce5d548d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_70f39122-4294-450f-851e-d06bdfb353f5"},{"id":"occ_a9253631ac6d54a593972843","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_978d2b31-af69-4ea7-a9a6-a71dea06ee6a","section_id":"sec_85ba2985-ac9e-474f-85ab-c30ae0fdd6bf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"小型である分、HBM/CoPoS関連需要が伸びた時の感応度が高いです。","quote_start":0,"quote_end":35,"text_sha256":"8dff25422c722e01ae6b4f956ad49fd6413da2f91009c1d0267b9b2f27a4727e","block_sha256":"8dff25422c722e01ae6b4f956ad49fd6413da2f91009c1d0267b9b2f27a4727e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_978d2b31-af69-4ea7-a9a6-a71dea06ee6a"},{"id":"occ_08d019e52994cbfa51dee3bc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_abb857bb-8365-4432-9e02-565ea47f149c","section_id":"sec_0eb823da-3fc5-4cf5-b4c8-c318cba18894","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"CoPoSそのものより、AI SoC、HBM、ASIC、システムレベルテストの複雑化で伸びます。","quote_start":0,"quote_end":48,"text_sha256":"5ba4bac281565e881ac319f23153f2d3261a4e1d92ce2b0ff34255aa0a15f6df","block_sha256":"5ba4bac281565e881ac319f23153f2d3261a4e1d92ce2b0ff34255aa0a15f6df","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_abb857bb-8365-4432-9e02-565ea47f149c"},{"id":"occ_482e5bb53d3eb3c11d72b275","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_ba123b5a-0b40-4719-8b78-825d38fa46e3","section_id":"sec_3654a8b2-246d-4705-9c62-3dca7a906684","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"2026〜2027年は、CoWoS、ABF、HBM、ATE、プローブカードが先に伸びます。  \n2028年は、ガラスコア基板とCoPoSの初期採用が見えるかの分岐点です。  \n2030年は、CoPoSとガラスコアが本格的に事業化するかの答え合わせです","quote_start":0,"quote_end":125,"text_sha256":"f9226c16ff0bed61c624d57f8ebd460bcc4fdcec9ae034dc9361c6b86bf3f276","block_sha256":"f9226c16ff0bed61c624d57f8ebd460bcc4fdcec9ae034dc9361c6b86bf3f276","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_ba123b5a-0b40-4719-8b78-825d38fa46e3"},{"id":"occ_bef634705566a1cb95de7243","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_bc11061f-1df5-422a-b8af-6a5049caef73","section_id":"sec_0eb823da-3fc5-4cf5-b4c8-c318cba18894","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"AdvantestはAI/HBMテスターの本命です。","quote_start":0,"quote_end":26,"text_sha256":"4d96c2c5538cd2ca02f49823a743dc8ab1d4f77c09aec773765a0f1cdfbd89b0","block_sha256":"4d96c2c5538cd2ca02f49823a743dc8ab1d4f77c09aec773765a0f1cdfbd89b0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_bc11061f-1df5-422a-b8af-6a5049caef73"},{"id":"occ_544d8cdb00986513a7417934","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_be7c1607-4f8c-41c7-96c9-d5e7bb9af4aa","section_id":"sec_44e13f33-8624-48f1-8f54-c61cac3a2ab7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"CoPoSでは、最終完成品だけをテストするのでは不十分です。高価なGPU、ASIC、HBM、RDL、ガラスコア、ABF基板を組み合わせるため、途中で不良を見つける必要があります。","quote_start":0,"quote_end":89,"text_sha256":"4f396300c60c388c3145704c146c441f40cab3cac31f3cf82359dd4a0dd2a220","block_sha256":"4f396300c60c388c3145704c146c441f40cab3cac31f3cf82359dd4a0dd2a220","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_be7c1607-4f8c-41c7-96c9-d5e7bb9af4aa"},{"id":"occ_daa1f24ef065ea46dbbc3639","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_df2062b0-a62b-4d1c-92e8-ee368ddddb98","section_id":"sec_44e13f33-8624-48f1-8f54-c61cac3a2ab7","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":89,"end":92,"exact":"HBM","quote":"ICウェハ | KGD、SoCテスト | Advantest、Teradyne、FormFactor |\n| HBMウェハ/スタック | HBM KGD、TSV、マイクロバンプ | Advantest、FormFactor、日本マイクロニクス、日本電子材料 |\n| RDL/パネル | open/short、線幅、膜","quote_start":34,"quote_end":192,"text_sha256":"47e00992ad11ffd0236dca72b9b38cb5bd060aa4eb93f7bdf24f403827067c56","block_sha256":"47e00992ad11ffd0236dca72b9b38cb5bd060aa4eb93f7bdf24f403827067c56","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_df2062b0-a62b-4d1c-92e8-ee368ddddb98"},{"id":"occ_c496ccde54f5852fd6aea0da","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_e3d3556a-118c-41ab-b47a-e4cb113d536a","section_id":"sec_892f2d51-a2d1-42c6-a5b7-e25e50cc90cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"先端パッケージ、HBM、ガラス/パネル検査で上振れしやすい企業です。","quote_start":0,"quote_end":34,"text_sha256":"dc252c0e0b498b4b68160334b55d9d95d72e0d728659faf772aef0f88341568a","block_sha256":"dc252c0e0b498b4b68160334b55d9d95d72e0d728659faf772aef0f88341568a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_e3d3556a-118c-41ab-b47a-e4cb113d536a"},{"id":"occ_d23cbb54fd478a85987ef385","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_ebd3d7ab-43db-44f9-8cbc-ff56941ceccd","section_id":"sec_4b920087-95c2-4ad9-b02d-c3b6c0ac8aa4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、先端ロジック、CPO/SiPh、マイクロバンププロービングで強いです。","quote_start":0,"quote_end":39,"text_sha256":"8617ade7a71aa8d4a5d51571ad284ceeaf65feaca184067c706f272f8d101d02","block_sha256":"8617ade7a71aa8d4a5d51571ad284ceeaf65feaca184067c706f272f8d101d02","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_ebd3d7ab-43db-44f9-8cbc-ff56941ceccd"},{"id":"occ_575f46041f628d55832d63a0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f","block_id":"blk_f792aa4d-5642-42b9-8ae3-b94f39981ed3","section_id":"sec_1d9b902c-75d7-4448-bbe3-73461573b9d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":98,"end":101,"exact":"HBM","quote":"IDIAのBlackwell、Rubin、Rubin Ultra、そして将来のAI ASICでは、GPUダイ、HBM、電源、SerDes、インターポーザ、基板、熱設計、テスト工程までを一体で見なければ、性能も歩留まりも成立しません。","quote_start":43,"quote_end":159,"text_sha256":"01d6cfb86e1c2069caf245bd7a40c0fc16bfcd99000f84c027f40a398596a54b","block_sha256":"01d6cfb86e1c2069caf245bd7a40c0fc16bfcd99000f84c027f40a398596a54b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_513457e5-9067-4419-bce8-bb6dfe3e66c5/#blk_f792aa4d-5642-42b9-8ae3-b94f39981ed3"},{"id":"occ_f78d95ca81617c03f7aab907","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_53605de4-06cc-4e0b-9bc9-21f393408c0a","work_id":"wrk_006833f6-f225-48d3-8754-46fe28d6bd8e","block_id":"blk_934278f2-6a20-4fd0-8b47-c5276267e1a4","section_id":"sec_7c91db57-1adf-4ae2-ad6f-5ced1a9ebb9b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"AIデータセンターがHBMやDRAMを高値で吸い上げる。  \n企業SSDがNANDを吸い上げる。  \nAI PCもメモリを要求する。  \n車載、ロボット、産業機器、AI-RANもメモリを要求する。","quote_start":0,"quote_end":98,"text_sha256":"783d53b13ccaf2aad3b4243f7d22f8637f27697b6f4f397ba92b71c281dfd170","block_sha256":"783d53b13ccaf2aad3b4243f7d22f8637f27697b6f4f397ba92b71c281dfd170","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_53605de4-06cc-4e0b-9bc9-21f393408c0a/#blk_934278f2-6a20-4fd0-8b47-c5276267e1a4"},{"id":"occ_aed4365bda9f549d388cc4ca","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_53605de4-06cc-4e0b-9bc9-21f393408c0a","work_id":"wrk_006833f6-f225-48d3-8754-46fe28d6bd8e","block_id":"blk_ead5e6a8-4ab8-4964-9a8c-5a8a56660274","section_id":"sec_7c91db57-1adf-4ae2-ad6f-5ced1a9ebb9b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"AIインフラは必要である。  \nデータセンターも必要である。  \nHBMも必要である。  \n光インターコネクトも必要である。  \n電力も必要である。  \n半導体製造能力も必要である。","quote_start":0,"quote_end":91,"text_sha256":"aa0fc4424d133437c9cc5f655e208e420d420a6aaf5dc07a960cba4de52297f4","block_sha256":"aa0fc4424d133437c9cc5f655e208e420d420a6aaf5dc07a960cba4de52297f4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_53605de4-06cc-4e0b-9bc9-21f393408c0a/#blk_ead5e6a8-4ab8-4964-9a8c-5a8a56660274"},{"id":"occ_cfcda3440713ad0266ae9d26","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_031e57e1-3a46-4745-9173-44827aec82b0","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"| データ | 適した階層 |\n| --- | --- |\n| 活性値・演算途中の値 | HBM |\n| ホットなKVキャッシュ | HBM |\n| 現在使っているモデル重み | HBM |\n| 低頻度Expert | HBF |\n| 読み出し中心のモデル重み | HBF |\n| 古い・低頻度K","quote_start":0,"quote_end":148,"text_sha256":"5f34d6f2949cbd75133d3e61c1ba87acea67e4ed451b29dae3fbbe7107711772","block_sha256":"5f34d6f2949cbd75133d3e61c1ba87acea67e4ed451b29dae3fbbe7107711772","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_031e57e1-3a46-4745-9173-44827aec82b0"},{"id":"occ_2fcedd8f6e62947a55444c6c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_061daaf5-6fbc-496a-871c-13ad2c790138","section_id":"sec_0e57d076-2e54-4017-bc0d-52c1a2b1d670","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"HBFはHBMよりどれほど安くできるのか","quote_start":0,"quote_end":20,"text_sha256":"3ea6aa84b671088f60fc8f283c8c98aae400822ff41e406d413c8f4459e5209c","block_sha256":"3ea6aa84b671088f60fc8f283c8c98aae400822ff41e406d413c8f4459e5209c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_061daaf5-6fbc-496a-871c-13ad2c790138"},{"id":"occ_869e662bca5b1cb04c252d6b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_07298711-f177-4857-a333-d3837574d9c4","section_id":"sec_b7c95e7a-f085-4dc2-8ed3-618dcdcbbf7d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":76,"end":80,"exact":"HBM4","quote":"5兆ウォン、営業利益は89.5兆ウォンだった。メモリ事業は過去最高水準となり、限られた能力をサーバーDRAM、HBM4、エンタープライズSSDなどへ優先配分した。会社は下期も供給増を進めるが、AI設備投資の拡大によって需給不足が続くと説明している。(Samsung Global Newsroom)","quote_start":21,"quote_end":170,"text_sha256":"aab96a7eb916fba9b6079c78fa0e67be4b9acce2ccee663ae682c475bc96a495","block_sha256":"aab96a7eb916fba9b6079c78fa0e67be4b9acce2ccee663ae682c475bc96a495","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_07298711-f177-4857-a333-d3837574d9c4"},{"id":"occ_8bb73d9ecec83592deca7627","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_09a29712-5803-4297-9ee8-51b47c2522ba","section_id":"sec_0e57d076-2e54-4017-bc0d-52c1a2b1d670","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"Sandiskは、HBFについて、HBMと近いパッケージ価格で8～16倍の容量を提供することを目標にしている。実現すれば、容量1GB当たりの価格はHBMの8分の1～16分の1になる計算である。","quote_start":0,"quote_end":96,"text_sha256":"29fcde7be578ef53c379fd604f853e63cb16cc1f4b9ec0c25bd0f08855351c2f","block_sha256":"29fcde7be578ef53c379fd604f853e63cb16cc1f4b9ec0c25bd0f08855351c2f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_09a29712-5803-4297-9ee8-51b47c2522ba"},{"id":"occ_4889d5aa513367a25c152970","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_0b44d7ad-c685-4558-91e1-cb7d29962dae","section_id":"sec_b1fcf82a-6d36-4dfc-bcd7-358d8790c8dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMのHiは、積層するDRAMダイの枚数を表す。","quote_start":0,"quote_end":25,"text_sha256":"46cf4ed1aa8209a24ccb99ad42c541c8a6555aae416ce627e7b2f158157ed5eb","block_sha256":"46cf4ed1aa8209a24ccb99ad42c541c8a6555aae416ce627e7b2f158157ed5eb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_0b44d7ad-c685-4558-91e1-cb7d29962dae"},{"id":"occ_cf9a9542feca53cb3bd7c0f8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_0cd03ffd-9a11-4a4a-bcd2-2b61bd64e551","section_id":"sec_ffdda65a-ef64-4754-8940-735b6c912e19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":85,"end":88,"exact":"HBM","quote":"ーとして設計しているため、光接続がすべて供給不足への応急処置というわけでもない。巨大なMoEや長時間推論では、HBM供給量にかかわらず大規模Scale-Upが必要になる。","quote_start":30,"quote_end":115,"text_sha256":"78a713aeff5e4196fe23b51ed9f832301a97165227b7c39688dcabc8a91bba0b","block_sha256":"78a713aeff5e4196fe23b51ed9f832301a97165227b7c39688dcabc8a91bba0b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_0cd03ffd-9a11-4a4a-bcd2-2b61bd64e551"},{"id":"occ_163d7311cd232dff40f2ba84","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_0da784e0-09f6-4751-b43c-17ffbc5af4df","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM\n├─現在使用中の重み\n├─ホットKVキャッシュ\n└─活性値","quote_start":0,"quote_end":33,"text_sha256":"de8e1e86a2b49b1f7cb5bfd51a4ff989aef6f098076ab44b72946faecf9a41c9","block_sha256":"de8e1e86a2b49b1f7cb5bfd51a4ff989aef6f098076ab44b72946faecf9a41c9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_0da784e0-09f6-4751-b43c-17ffbc5af4df"},{"id":"occ_f02bda042e57bf395f1ced78","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_0dcc4c34-8738-4f8b-85d8-ce93f3f10a95","section_id":"sec_2c870c3f-1a45-4f89-a8c0-2546ba09e286","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"低頻度データを安価な大容量NANDへ移し、希少なHBMを最も価値の高い処理へ集中させる","quote_start":0,"quote_end":43,"text_sha256":"0ce70616b287e907bb566490c8277d86e602ac20657b387bdd255bb3549e6568","block_sha256":"0ce70616b287e907bb566490c8277d86e602ac20657b387bdd255bb3549e6568","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_0dcc4c34-8738-4f8b-85d8-ce93f3f10a95"},{"id":"occ_baa643dc8a2cf33ebd7bafa4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_1109b119-60e3-41da-b147-d9d389b84fe2","section_id":"sec_b1fcf82a-6d36-4dfc-bcd7-358d8790c8dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"すべての顧客へ最大容量を提供するから供給量と顧客用途に応じて複数のHBM SKUを使い分ける","quote_start":0,"quote_end":46,"text_sha256":"a3cc9151531106517ce5c0bd64579029f543027e466d3c6a243846e2d3f3ac64","block_sha256":"a3cc9151531106517ce5c0bd64579029f543027e466d3c6a243846e2d3f3ac64","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_1109b119-60e3-41da-b147-d9d389b84fe2"},{"id":"occ_3c61966440b1d8fd421f935f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_1287f4f6-4c87-41f2-8d31-e7a762ca059c","section_id":"sec_b9da4f2d-530d-4f97-a1ec-76202e0cc11a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが希少になるほど、高速なGPU間共有の価値が上がる","quote_start":0,"quote_end":28,"text_sha256":"77462dd3be7bb046b91414a4f91e22d3aedecf99ed5160f971de96aac34cd09a","block_sha256":"77462dd3be7bb046b91414a4f91e22d3aedecf99ed5160f971de96aac34cd09a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_1287f4f6-4c87-41f2-8d31-e7a762ca059c"},{"id":"occ_4d88905dc5f4e62dd65f2221","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_16d3e162-212c-46d0-9730-0a64c55e205f","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM＋HBFの場合","quote_start":0,"quote_end":10,"text_sha256":"424a1915cdcea4d4b0d560c1ba837b4fc71fa91fe4673cf85657a927aede49ff","block_sha256":"424a1915cdcea4d4b0d560c1ba837b4fc71fa91fe4673cf85657a927aede49ff","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_16d3e162-212c-46d0-9730-0a64c55e205f"},{"id":"occ_579053d27a7bdf48a802159a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_172fd6b4-612e-4e26-b1ea-9570ea17db5b","section_id":"sec_b7c95e7a-f085-4dc2-8ed3-618dcdcbbf7d","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"Samsungは2026年のHBM売上高を前年比3倍超へ伸ばす見通しを示し、HBM4能力を積極的に増強している。ところが、その能力を完成後にスポット市場へ流すのではなく、将来的にはメモリ売上高の60～70％をLTAでカバーする構想が報","quote_start":0,"quote_end":117,"text_sha256":"2451270ccb60641d534e6b66da0623b8bcf4283d0b543e20966b25226be3d985","block_sha256":"2451270ccb60641d534e6b66da0623b8bcf4283d0b543e20966b25226be3d985","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_172fd6b4-612e-4e26-b1ea-9570ea17db5b"},{"id":"occ_ecab92c9f1fcd47affdfab16","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_1fabc0cd-3a8f-415d-b4f9-e92665e0bfcb","section_id":"sec_a1f200d8-bccc-4d32-a69c-c9c4a097e705","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"装置価格、建設費、人件費、材料費が上がっている。さらに、HBMは通常DRAMより多くの良品ダイ、TSV、積層、接合、検査、先端パッケージを必要とする。","quote_start":0,"quote_end":75,"text_sha256":"b751b333ad16e563ccb4aed1e177ae29b38ecee5196384ff0e9076086b16b9a5","block_sha256":"b751b333ad16e563ccb4aed1e177ae29b38ecee5196384ff0e9076086b16b9a5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_1fabc0cd-3a8f-415d-b4f9-e92665e0bfcb"},{"id":"occ_665bfa60f34520709ca6cbb7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_25aebe17-2ace-453e-ae2a-8c1558eb7249","section_id":"sec_79ea7cea-33e5-473c-be4c-6f649ef2a030","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":63,"end":66,"exact":"HBM","quote":"、数量、期間、前払い、世代更新条項を分けて読む。\n- CAPEX額と販売可能ビット増加率は同じではない。\n- HBM転換は高付加価値化と同時に、汎用品の供給能力を消費する。\n- HBFや光接続はHBMの完全代替ではなく、階層メモリの補完要素である。\n- 次の弱気転換は在庫だけでなく、契約更新と顧客設備投資から始まり","quote_start":8,"quote_end":166,"text_sha256":"d3c099478a240ad0349c730e15fece0dbe80c6f3758040ad864501c24abff7c8","block_sha256":"d3c099478a240ad0349c730e15fece0dbe80c6f3758040ad864501c24abff7c8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_25aebe17-2ace-453e-ae2a-8c1558eb7249"},{"id":"occ_90fb20e1e25863e1c4c348bf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_25cc5ddb-e6a4-49c2-9f3c-24c060a22fb8","section_id":"sec_ffdda65a-ef64-4754-8940-735b6c912e19","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"光接続によって電気配線より長距離・高密度・低損失で接続できても、遠隔GPUのHBMが自分のローカルHBMになるわけではない。","quote_start":0,"quote_end":62,"text_sha256":"11258159faebc04cbd454bbcab04069971a3ad7bcbce90cd52643eecda6462cb","block_sha256":"11258159faebc04cbd454bbcab04069971a3ad7bcbce90cd52643eecda6462cb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_25cc5ddb-e6a4-49c2-9f3c-24c060a22fb8"},{"id":"occ_dc0ecaf842af6d4679d3ab14","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_30e39eea-7a66-4b1d-a331-159122f181a5","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMだけの場合","quote_start":0,"quote_end":8,"text_sha256":"d81d1aefb9d05f1517eb71553f6581fcfeee2a36bb305540bdc0ede0624fb705","block_sha256":"d81d1aefb9d05f1517eb71553f6581fcfeee2a36bb305540bdc0ede0624fb705","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_30e39eea-7a66-4b1d-a331-159122f181a5"},{"id":"occ_1630f3f2f67b144d0ef745b6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_32123296-69a7-4732-9e5f-8a13991c4288","section_id":"sec_2f450d79-7ff7-4018-ab67-41d3a04342ff","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"SOCAMM2はHBMではない。","quote_start":0,"quote_end":16,"text_sha256":"9e3738db47825efbf1cca971472fc465e136b943c97eecac401943d0a773279d","block_sha256":"9e3738db47825efbf1cca971472fc465e136b943c97eecac401943d0a773279d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_32123296-69a7-4732-9e5f-8a13991c4288"},{"id":"occ_95445e0325f57a27ab6e7664","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_32598ae8-d30b-46a5-a4b2-570196db8dd7","section_id":"sec_2c870c3f-1a45-4f89-a8c0-2546ba09e286","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが余った\n  ↓\n光とHBFで減らした","quote_start":0,"quote_end":22,"text_sha256":"3b320a90ad3485eb6c6f5f529f3dfb96d1d11827e52d94f11417eaa5b678b40c","block_sha256":"3b320a90ad3485eb6c6f5f529f3dfb96d1d11827e52d94f11417eaa5b678b40c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_32598ae8-d30b-46a5-a4b2-570196db8dd7"},{"id":"occ_e8eca2473c39cb224e4a56b5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_33983fb3-4ae6-461e-9d18-b1ee1db7da68","section_id":"sec_6d3ed103-9e85-401b-935d-5d5e82ca5ead","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":51,"end":56,"exact":"HBM4E","quote":"も並行して評価するようになった。最終仕様は未決定である。変更理由として、2027年のDRAM供給不足、HBM4Eの認証時期、12-Hi品の歩留まり立ち上げが挙げられている。(TrendForce)","quote_start":0,"quote_end":98,"text_sha256":"252633fee5ada4e3853ff4fa4fe4b7fd60cb18d5086231f6e08c99a1f0eb2409","block_sha256":"252633fee5ada4e3853ff4fa4fe4b7fd60cb18d5086231f6e08c99a1f0eb2409","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_33983fb3-4ae6-461e-9d18-b1ee1db7da68"},{"id":"occ_1c82da812b524027e24f37b5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_34fa4965-dc91-4e26-88f3-de27249f0eed","section_id":"sec_ffdda65a-ef64-4754-8940-735b6c912e19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"特定GPUのHBM不足を他GPUとの連携で補う","quote_start":0,"quote_end":23,"text_sha256":"f54b09375b76243aaf1e0951ba186a52594ce8bfc821ac728b8968ece121497b","block_sha256":"f54b09375b76243aaf1e0951ba186a52594ce8bfc821ac728b8968ece121497b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_34fa4965-dc91-4e26-88f3-de27249f0eed"},{"id":"occ_1da49632ff61289762eea3da","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_393e2c4f-2f11-41cd-bc6a-c4284ae92e24","section_id":"sec_57a82721-14c0-44fc-a0a7-42f7f64a4e00","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM・SOCAMM2不足、光スケールアップ、HBF階層化の本当の関係","quote_start":0,"quote_end":35,"text_sha256":"ea920488d8f5fb9d3836d16af9e9a73cd960c310fa45a3fde67eba728ea8b9d5","block_sha256":"ea920488d8f5fb9d3836d16af9e9a73cd960c310fa45a3fde67eba728ea8b9d5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_393e2c4f-2f11-41cd-bc6a-c4284ae92e24"},{"id":"occ_1beb63e26850d75162d23b6f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_3adc03f2-101b-4830-a7e2-f23e49daa31d","section_id":"sec_3c6d1534-eb4b-4f9b-ba05-623f4f94625d","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"Micronも、HBM4の容量と帯域を別の指標として説明している。12-Hi HBM4は36GBで2.8TB/s超、16-Hi試作品は48GBへ容量が33％増えるが、それだけで帯域が33％増えるとは公表していない。(Micr","quote_start":0,"quote_end":112,"text_sha256":"afed6e0826881b740bae75654157e2fac24a099c2123224e9119b5366e3e3e29","block_sha256":"afed6e0826881b740bae75654157e2fac24a099c2123224e9119b5366e3e3e29","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_3adc03f2-101b-4830-a7e2-f23e49daa31d"},{"id":"occ_b316f0f46217c8f6a5b10613","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_3e5bbca5-314f-4d9a-82b6-ab168e8ff542","section_id":"sec_57a82721-14c0-44fc-a0a7-42f7f64a4e00","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"HBFはHBM不足を補い、希少なHBMを最も重要なデータへ集中させる。zNAND-OはLPDDRとUFSの間に入り、スマートフォンやPCの容量を低コストで増やす可能性を持つ。","quote_start":0,"quote_end":87,"text_sha256":"7c07c5382bec160d0fe9713581e0604662165ddb42c9925fe86fc6f82aa63b83","block_sha256":"7c07c5382bec160d0fe9713581e0604662165ddb42c9925fe86fc6f82aa63b83","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_3e5bbca5-314f-4d9a-82b6-ab168e8ff542"},{"id":"occ_1bdc05c35b3f0f89a10e48ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_40d7b919-6a30-409e-95a0-8fad82a82797","section_id":"sec_9c64cf51-45e8-4b94-849e-e5f5a88cf00e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"ローカルHBMが十分なら、このデータ移動自体を省ける。","quote_start":0,"quote_end":27,"text_sha256":"7698dc704b6adaeb49f816396b77499ab588e2b394cc3b6fe42fbc8d3a8f2e5e","block_sha256":"7698dc704b6adaeb49f816396b77499ab588e2b394cc3b6fe42fbc8d3a8f2e5e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_40d7b919-6a30-409e-95a0-8fad82a82797"},{"id":"occ_467cb1a504003ff9679ee5c2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_42b984c6-0582-41b6-9e3e-a45ae949531c","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"RubinのHBMはGPU全体で最大22TB/sであるのに対し、HBFの初期仕様は最大3TB/sである。","quote_start":0,"quote_end":52,"text_sha256":"1915f9c0124043ccc04a50a8dd1f760e6659853d1a87d93c98a783a8573f946e","block_sha256":"1915f9c0124043ccc04a50a8dd1f760e6659853d1a87d93c98a783a8573f946e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_42b984c6-0582-41b6-9e3e-a45ae949531c"},{"id":"occ_34d17f9620b8492cec45608a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_45e6100a-3b56-4cbc-847e-985b2de0f6b8","section_id":"sec_3c6d1534-eb4b-4f9b-ba05-623f4f94625d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"「HBMは多い方がよい」は原則として正しいが、いくつか条件がある。","quote_start":0,"quote_end":33,"text_sha256":"d9056330dc3860b715a9431d03e16f51fbfc141776b0d9e5f5bab5c376b2bf9b","block_sha256":"d9056330dc3860b715a9431d03e16f51fbfc141776b0d9e5f5bab5c376b2bf9b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_45e6100a-3b56-4cbc-847e-985b2de0f6b8"},{"id":"occ_38bacca3c8a437097bf2ff25","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_46699d6b-c1f2-4e4a-bb8e-1f1aebaafe27","section_id":"sec_0e57d076-2e54-4017-bc0d-52c1a2b1d670","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"不足するHBMを、最も性能が必要なデータだけに集中させる技術","quote_start":0,"quote_end":30,"text_sha256":"1ce187cc6a42cbccf5f2b6741ac65c1ffcd987f9702c21acde090276361ca0da","block_sha256":"1ce187cc6a42cbccf5f2b6741ac65c1ffcd987f9702c21acde090276361ca0da","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_46699d6b-c1f2-4e4a-bb8e-1f1aebaafe27"},{"id":"occ_756c204111daa950403e2786","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_4c532031-90be-4450-bbeb-7b00821e33cf","section_id":"sec_d3201fcd-8747-496c-afde-61e805088464","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"という条件が重なれば、HBM、DDR、NAND、SSD、光通信、電源、冷却まで同時に調整局面へ入る。","quote_start":0,"quote_end":50,"text_sha256":"c2a6272044e58844a03589648ebd886ee9ca781d14067536316b25c2da6f0ab5","block_sha256":"c2a6272044e58844a03589648ebd886ee9ca781d14067536316b25c2da6f0ab5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_4c532031-90be-4450-bbeb-7b00821e33cf"},{"id":"occ_7ac8098dcc92a04e83863822","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_4d120001-4d3c-4869-8183-9776bc301c7b","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"適切なプリフェッチができれば、次に必要となる重みを事前にHBFからHBMへ移せる。特にモデル重みや固定prefixのようにアクセスパターンを予測しやすいデータでは、階層化が機能しやすい。","quote_start":0,"quote_end":93,"text_sha256":"4bb8de60941ff20d338de3363b8c6c82b7f976cd1caca3e28265320bf9066851","block_sha256":"4bb8de60941ff20d338de3363b8c6c82b7f976cd1caca3e28265320bf9066851","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_4d120001-4d3c-4869-8183-9776bc301c7b"},{"id":"occ_dd1a691ccda8295992b6aea0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_4e13b1c6-4485-40cb-a2fb-a675758d555c","section_id":"sec_9c64cf51-45e8-4b94-849e-e5f5a88cf00e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"### 4．原理的にはHBMを多く積んだ方が有利","quote_start":0,"quote_end":24,"text_sha256":"1269df766c07b3408d7fe2f9b93fe61e43925f08141828abf907931dbaf5a586","block_sha256":"1269df766c07b3408d7fe2f9b93fe61e43925f08141828abf907931dbaf5a586","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_4e13b1c6-4485-40cb-a2fb-a675758d555c"},{"id":"occ_f2904e09cf44cc5fb95017b2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_4e784d40-d1a7-44cb-8f9f-4ba6b07f2cae","section_id":"sec_9c64cf51-45e8-4b94-849e-e5f5a88cf00e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMからあふれたデータをCPUメモリ、SSD、将来のHBFへ退避すると、再利用時に転送が必要になる。","quote_start":0,"quote_end":51,"text_sha256":"249187afeab228a6d3fcb363c7a5ffa55cfa0d852d3f280d6fb1d06cb4e30d14","block_sha256":"249187afeab228a6d3fcb363c7a5ffa55cfa0d852d3f280d6fb1d06cb4e30d14","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_4e784d40-d1a7-44cb-8f9f-4ba6b07f2cae"},{"id":"occ_26588a1f07c700b4d37eec74","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_4f7d0c51-037e-4a7f-9147-59ea3b8f3631","section_id":"sec_6d3ed103-9e85-401b-935d-5d5e82ca5ead","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":142,"end":147,"exact":"HBM4E","quote":"したのは60～70％程度だったとされている。さらに、Rubin Ultraでは8-Hiだけでなく、12-Hi HBM4E SKUも引き続き検討されているという。(X (formerly Twitter))","quote_start":87,"quote_end":189,"text_sha256":"02f1451519fa4c881fea9a57caae6f8c01d7af56b00e81c2aecf2af045b114b4","block_sha256":"02f1451519fa4c881fea9a57caae6f8c01d7af56b00e81c2aecf2af045b114b4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_4f7d0c51-037e-4a7f-9147-59ea3b8f3631"},{"id":"occ_9fadd3dc1c5e9c9712f5e70a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_512d412e-1173-481b-b2be-bf3826bf5a9b","section_id":"sec_b9da4f2d-530d-4f97-a1ec-76202e0cc11a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM不足が、光接続・巨大Scale-Up・HBF・階層メモリの採用を加速させている。","quote_start":0,"quote_end":43,"text_sha256":"08b0ff87cc116b609b592bc67acfb9c3d775bd1b5b5c62016975b9ea7aa017ab","block_sha256":"08b0ff87cc116b609b592bc67acfb9c3d775bd1b5b5c62016975b9ea7aa017ab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_512d412e-1173-481b-b2be-bf3826bf5a9b"},{"id":"occ_c79d3724b50633ef71efa5ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_530921dc-f53d-43d3-a41e-41685c0ea09e","section_id":"sec_7edf5f72-af98-49eb-8113-b2548fb9e546","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"この話が本当にHBM弱気材料になるのは、次の条件が確認された場合である。","quote_start":0,"quote_end":36,"text_sha256":"82e502aa74a55cb8eca63c7dd12020abe7a21503b39a423877c12d4f37966068","block_sha256":"82e502aa74a55cb8eca63c7dd12020abe7a21503b39a423877c12d4f37966068","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_530921dc-f53d-43d3-a41e-41685c0ea09e"},{"id":"occ_98312dcb2d550a0880b96b95","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_5314e2db-8969-4038-a538-ddee02bb4ffe","section_id":"sec_9c64cf51-45e8-4b94-849e-e5f5a88cf00e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"モデルがローカルHBMに収まらない場合、複数GPUへ重みを分割する必要がある。","quote_start":0,"quote_end":39,"text_sha256":"dec150b24710fc7583bffdfa10f1cd017614e8194e443e352aa8aec6a1e9d4d9","block_sha256":"dec150b24710fc7583bffdfa10f1cd017614e8194e443e352aa8aec6a1e9d4d9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_5314e2db-8969-4038-a538-ddee02bb4ffe"},{"id":"occ_7759476e4d532062a51eee59","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_53837644-df36-404b-ba9b-ad8709e839ce","section_id":"sec_2f450d79-7ff7-4018-ab67-41d3a04342ff","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"同じDRAMウエハー能力は、HBM、サーバーDDR、モバイルLPDDR、AI PC、自動車向けとも競合する。MicronはDRAM・NAND双方で需要が供給を大幅に上回り、逼迫が2027年を超えて続くと説明している。SK hynixの","quote_start":0,"quote_end":117,"text_sha256":"41ea04fc3cada7b92c774de2bbd0743e95dc6f016aee5af0319a3e7c04ed1c88","block_sha256":"41ea04fc3cada7b92c774de2bbd0743e95dc6f016aee5af0319a3e7c04ed1c88","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_53837644-df36-404b-ba9b-ad8709e839ce"},{"id":"occ_1f26665e4f0a83097a622503","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_583b71d9-572e-4f96-9fef-8f9974b3cfbb","section_id":"sec_6d3ed103-9e85-401b-935d-5d5e82ca5ead","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"HBM4","quote":"12-Hi HBM4","quote_start":0,"quote_end":10,"text_sha256":"68e0c8b4c0a90dcc3730e7266803fe73bf7a9c2563ac728c00befa54911200b4","block_sha256":"68e0c8b4c0a90dcc3730e7266803fe73bf7a9c2563ac728c00befa54911200b4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_583b71d9-572e-4f96-9fef-8f9974b3cfbb"},{"id":"occ_a6f57723dbb6d29ead34444e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_586ad417-7d6e-47a7-89ae-2e33af0a5fd0","section_id":"sec_ffdda65a-ef64-4754-8940-735b6c912e19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"### 5．光接続はHBMの完全な代替にならない","quote_start":0,"quote_end":24,"text_sha256":"fd44d05e59042afd78f9a40c0a60c6bdba423d73155b9debbc4efa348d845ac1","block_sha256":"fd44d05e59042afd78f9a40c0a60c6bdba423d73155b9debbc4efa348d845ac1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_586ad417-7d6e-47a7-89ae-2e33af0a5fd0"},{"id":"occ_26b53167c58e8b80a6dd004b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_5ac5fe86-f1f0-46d6-aa2f-2a29e602dd57","section_id":"sec_6d3ed103-9e85-401b-935d-5d5e82ca5ead","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":5,"end":9,"exact":"HBM4","quote":"8-Hi HBM4","quote_start":0,"quote_end":9,"text_sha256":"65d683f05135f0652c0322eb88a39c3e8761f7ddcdf1ebd9c0ad9d7f379f9be7","block_sha256":"65d683f05135f0652c0322eb88a39c3e8761f7ddcdf1ebd9c0ad9d7f379f9be7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_5ac5fe86-f1f0-46d6-aa2f-2a29e602dd57"},{"id":"occ_37b525210299d1c62a5bf967","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_5b2c5d11-340e-4bda-ae65-a47c33575116","section_id":"sec_b7c95e7a-f085-4dc2-8ed3-618dcdcbbf7d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":70,"end":73,"exact":"HBM","quote":"程に巨額投資を進めているため、「供給を増やさない会社」ではない。重要なのは、将来の引き取り量を確認したうえで、HBM、サーバーDRAM、高性能NANDなどへ能力を配分している点である。","quote_start":15,"quote_end":107,"text_sha256":"9241346749433fab780ed23a9f2abe4e86b462528e9facac3ddfbea0d33b423f","block_sha256":"9241346749433fab780ed23a9f2abe4e86b462528e9facac3ddfbea0d33b423f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_5b2c5d11-340e-4bda-ae65-a47c33575116"},{"id":"occ_efe99a0e04668bc26333bc08","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_5b392ee8-8b13-401d-a172-7a1fba9ec4ed","section_id":"sec_b1fcf82a-6d36-4dfc-bcd7-358d8790c8dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"KU\n・供給数量を確保しやすい\n・積層歩留まりが比較的高い\n・熱とパッケージ厚を抑えやすい\n・1GPU当たりのHBM消費が少ない","quote_start":6,"quote_end":70,"text_sha256":"5edf4164f2eabb570d38c41d0742e125806fd226c71bf92ab8d1572c17e7204a","block_sha256":"5edf4164f2eabb570d38c41d0742e125806fd226c71bf92ab8d1572c17e7204a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_5b392ee8-8b13-401d-a172-7a1fba9ec4ed"},{"id":"occ_f8b2074bebeeefca8583af12","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_5ef240b7-8f54-421a-a404-a1fe39ca3af4","section_id":"sec_7edf5f72-af98-49eb-8113-b2548fb9e546","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"次世代HBMのLTA数量が減少する","quote_start":0,"quote_end":17,"text_sha256":"65432df8c90dbb3255c19d350585af25c524bcdfbb6621072cf1e07ddce8c363","block_sha256":"65432df8c90dbb3255c19d350585af25c524bcdfbb6621072cf1e07ddce8c363","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_5ef240b7-8f54-421a-a404-a1fe39ca3af4"},{"id":"occ_64eb60384d7628f0c76607ed","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_635f3f34-d972-4d62-9346-e92aa50dc03e","section_id":"sec_0e57d076-2e54-4017-bc0d-52c1a2b1d670","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"一方、次の用途は引き続きHBMやDRAMが有利だ。","quote_start":0,"quote_end":25,"text_sha256":"794f97c24bcf83618e6f79646f4c9f76dfde05cb5c12a944e5b337fa24f4c1a5","block_sha256":"794f97c24bcf83618e6f79646f4c9f76dfde05cb5c12a944e5b337fa24f4c1a5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_635f3f34-d972-4d62-9346-e92aa50dc03e"},{"id":"occ_d977674c2368a8f6d6ca92bb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_64372767-4955-42c4-ace7-2ae19fbd633f","section_id":"sec_9c64cf51-45e8-4b94-849e-e5f5a88cf00e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"より多くのHBMを積めば、モデルの各部分をローカルに保持しやすくなり、GPU間通信を減らせる。","quote_start":0,"quote_end":47,"text_sha256":"45b7ca941ac48f596f072577f3a645ce592b0c598645b8a89fb230279dc31a03","block_sha256":"45b7ca941ac48f596f072577f3a645ce592b0c598645b8a89fb230279dc31a03","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_64372767-4955-42c4-ace7-2ae19fbd633f"},{"id":"occ_bf3f01cd29e5b64b9bdbef85","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_64453d34-6723-4415-a039-63dc1fe90eb2","section_id":"sec_2c870c3f-1a45-4f89-a8c0-2546ba09e286","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"Rubin UltraのHBM・SOCAMM2削減可能性は、現在のところAI需要減少を示すものではない。","quote_start":0,"quote_end":52,"text_sha256":"0a11275b7189cd6a3747a3db61765ec95261cb5f6c1ff53325e2db22aa870fb3","block_sha256":"0a11275b7189cd6a3747a3db61765ec95261cb5f6c1ff53325e2db22aa870fb3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_64453d34-6723-4415-a039-63dc1fe90eb2"},{"id":"occ_d8a6fb012e66e07d0d4a2aff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_664749a7-b364-4100-8c2f-ace70c7a589e","section_id":"sec_42247de9-a7cb-44e5-b916-62383bf35fdb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMへの転換量","quote_start":0,"quote_end":8,"text_sha256":"8d4941e15a3e215d2c9885c7e851fb1483cda25e94f088a7300598977501947f","block_sha256":"8d4941e15a3e215d2c9885c7e851fb1483cda25e94f088a7300598977501947f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_664749a7-b364-4100-8c2f-ace70c7a589e"},{"id":"occ_bdb07b082a428b5599ca2b80","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_66973a89-5dca-4a7d-9cc1-506205b7aa83","section_id":"sec_0e57d076-2e54-4017-bc0d-52c1a2b1d670","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM\n高速な車線を非常に低遅延で利用\n細かな読み書きに強い","quote_start":0,"quote_end":30,"text_sha256":"0b2f88cc3b6bce80051cd4af41dc8e665ee54ac084b11c36fea5721ff46d79d8","block_sha256":"0b2f88cc3b6bce80051cd4af41dc8e665ee54ac084b11c36fea5721ff46d79d8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_66973a89-5dca-4a7d-9cc1-506205b7aa83"},{"id":"occ_d2fa7c08469846717e8b8b6e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_6726cd9d-dcc6-4394-8ea5-4a65cb473985","section_id":"sec_b9da4f2d-530d-4f97-a1ec-76202e0cc11a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM価格決定力が続く","quote_start":0,"quote_end":11,"text_sha256":"ecfcc5896da4ee7877573c9d31028a4fb4f7f7274cd46cba816602e067138928","block_sha256":"ecfcc5896da4ee7877573c9d31028a4fb4f7f7274cd46cba816602e067138928","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_6726cd9d-dcc6-4394-8ea5-4a65cb473985"},{"id":"occ_d3b081f3ad1af6476613677a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_6883caf5-9ead-4f81-8e37-6559d8172ddd","section_id":"sec_a3298d88-85c1-4904-8426-532621eed52b","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"私は「メモリ」「HBM」「HBF」を三つの印として石板に刻む。異なる石と炉が同じ刻に門を開かなければ、構想はまだ文明の器にはならない。","quote_start":0,"quote_end":67,"text_sha256":"5cbd2dcedc526376d62122ec94d64e6e4d78c0fb050f497883fc300fba97add0","block_sha256":"5cbd2dcedc526376d62122ec94d64e6e4d78c0fb050f497883fc300fba97add0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_6883caf5-9ead-4f81-8e37-6559d8172ddd"},{"id":"occ_a9beadfbccbcb3aacace6548","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_6aef855a-2a13-434e-86ff-145ab58b4a97","section_id":"sec_b1fcf82a-6d36-4dfc-bcd7-358d8790c8dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":50,"end":55,"exact":"HBM4E","quote":"GFHK情報の重要な点は、「Rubin Ultraが全面的に8-Hiへ移る」のではなく、12-Hi HBM4E構成も残る可能性を示していることだ。","quote_start":0,"quote_end":73,"text_sha256":"d5612ffdc6814dcaeabb65281fd597c70dd9da73da75f2d7e85b532c2f31bed6","block_sha256":"d5612ffdc6814dcaeabb65281fd597c70dd9da73da75f2d7e85b532c2f31bed6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_6aef855a-2a13-434e-86ff-145ab58b4a97"},{"id":"occ_75496a1baf3fed2b63377055","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_6fa80e86-26a8-4b50-8e09-d3d31e32f072","section_id":"sec_57a82721-14c0-44fc-a0a7-42f7f64a4e00","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"これはHBM需要の弱気材料というより、メモリ不足の深刻さを示す材料である。","quote_start":0,"quote_end":37,"text_sha256":"4f33803c84f0f1a8603a7904887cb6d492b5c8e1521ef45d96037a6d5d953470","block_sha256":"4f33803c84f0f1a8603a7904887cb6d492b5c8e1521ef45d96037a6d5d953470","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_6fa80e86-26a8-4b50-8e09-d3d31e32f072"},{"id":"occ_35b1d6b8ebdba95d02643cf4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_7137a70f-bb40-439a-b6f7-e35cac98bb0d","section_id":"sec_2c870c3f-1a45-4f89-a8c0-2546ba09e286","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"原理的には、ローカルHBMを多く積んだ方が、","quote_start":0,"quote_end":22,"text_sha256":"6f4b5f122e673abd9a35c67719bf97eac8ef8f8fb368545a6152b61047c9c1e3","block_sha256":"6f4b5f122e673abd9a35c67719bf97eac8ef8f8fb368545a6152b61047c9c1e3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_7137a70f-bb40-439a-b6f7-e35cac98bb0d"},{"id":"occ_0841f434fb697c5ace1dc27b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_722adc04-3245-427c-abf4-171f522fbd6d","section_id":"sec_b9da4f2d-530d-4f97-a1ec-76202e0cc11a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM＋HBFという新しい長期契約を形成できる","quote_start":0,"quote_end":23,"text_sha256":"f365fec0232172a54ec6229441af6b23e4a458ab53c45c0d17c7bb19062d0423","block_sha256":"f365fec0232172a54ec6229441af6b23e4a458ab53c45c0d17c7bb19062d0423","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_722adc04-3245-427c-abf4-171f522fbd6d"},{"id":"occ_1b493e2643f130b9da61063c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_75902d9e-77f5-45c9-8ab2-656a39df4101","section_id":"sec_ffdda65a-ef64-4754-8940-735b6c912e19","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"RubinのローカルHBM帯域は、1GPU当たり最大22TB/sである。一方、NVLink 6のGPU間帯域は1GPU当たり3.6TB/sである。単純なピーク値ではローカルHBMが約6倍大きい。両者は測定対象も通信方向も異なる","quote_start":0,"quote_end":113,"text_sha256":"382dfff544b88e40dddd78d8a29bfccea0052a4586690b8cff30f0b055eba293","block_sha256":"382dfff544b88e40dddd78d8a29bfccea0052a4586690b8cff30f0b055eba293","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_75902d9e-77f5-45c9-8ab2-656a39df4101"},{"id":"occ_7ab9d101c30dda4d6d2b81bc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_77c871d7-a475-4b42-9bd1-c7ff68e6a512","section_id":"sec_b1fcf82a-6d36-4dfc-bcd7-358d8790c8dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"### 3．Rubin UltraのHBM削減も同じ構造","quote_start":0,"quote_end":28,"text_sha256":"9b9238d3174effe650cb760a7029fa5cd8d562182754958b47c4aad43519200c","block_sha256":"9b9238d3174effe650cb760a7029fa5cd8d562182754958b47c4aad43519200c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_77c871d7-a475-4b42-9bd1-c7ff68e6a512"},{"id":"occ_2c819680ce4ff0711c1bafee","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_78e9bd34-43a6-4435-842e-cd04829ff4a4","section_id":"sec_2c870c3f-1a45-4f89-a8c0-2546ba09e286","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":20,"end":24,"exact":"HBM4","quote":"通常のRubinはすでに最大288GBのHBM4と22TB/sのメモリ帯域を前提としている。さらにRubin Ultraでは12-Hi HBM4Eを基本案としながら、供給数量、認証、歩留まりの問題から8-HiやHBM4構成も評価されている。(NVI","quote_start":0,"quote_end":124,"text_sha256":"c12ec0e5877821acf2d6b52a5a302581c7bca8eab0c653e7c1a0c6cd569dbde8","block_sha256":"c12ec0e5877821acf2d6b52a5a302581c7bca8eab0c653e7c1a0c6cd569dbde8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_78e9bd34-43a6-4435-842e-cd04829ff4a4"},{"id":"occ_202470db7c99fc02739610f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_7c15571b-dd21-4911-ae15-ad25bffc0e5d","section_id":"sec_44f38d06-8611-47ce-9a5a-75671c7a562b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"実機では低遅延DRAMと大容量NANDが必要になり、中央側では学習、シミュレーション、デジタルツイン用にHBM、DDR、SSDが必要になる。","quote_start":0,"quote_end":70,"text_sha256":"6b0bc9908806ff7dbd606d929ef5cf2d58225375b6742a8a57f3229e7abb03f2","block_sha256":"6b0bc9908806ff7dbd606d929ef5cf2d58225375b6742a8a57f3229e7abb03f2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_7c15571b-dd21-4911-ae15-ad25bffc0e5d"},{"id":"occ_0f1ffbeb44e44e3183b915a1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_7d656d0d-2b8a-4603-becb-afff748bd869","section_id":"sec_989c3543-3b0b-4ee7-acfb-6db5df985897","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":68,"end":73,"exact":"HBM3E","quote":"能 | 容量 | 特徴 | 容量単価 |\n| --- | --- | --- | --- | --- |\n| HBM3E | 1スタック1.2TB/s超 | 24～36GB | 最高帯域、低遅延 | 最も高い |\n| HBM4 | 1スタック2.8TB/s超 | 世代・構成依存 | 2048bitバス | 極めて高い ","quote_start":13,"quote_end":173,"text_sha256":"c07e822f1c34e5a0cc68b3caefeb727d0a25f67599affa1698c2d1aa3b799fb2","block_sha256":"c07e822f1c34e5a0cc68b3caefeb727d0a25f67599affa1698c2d1aa3b799fb2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_7d656d0d-2b8a-4603-becb-afff748bd869"},{"id":"occ_170b425aaf773c0221632660","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_7dee0ea8-cf5d-46ef-b40e-c69f3fa63ce1","section_id":"sec_7edf5f72-af98-49eb-8113-b2548fb9e546","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"1GPU当たりHBMは減る","quote_start":0,"quote_end":13,"text_sha256":"d3ec9af1c7a5d1e152ccfc94e3be2f52f2af1f45b70bc81a529c27d0ec8d5fa3","block_sha256":"d3ec9af1c7a5d1e152ccfc94e3be2f52f2af1f45b70bc81a529c27d0ec8d5fa3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_7dee0ea8-cf5d-46ef-b40e-c69f3fa63ce1"},{"id":"occ_7f78aeb685f62a79a49dfead","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_8266fe61-4441-46b7-b545-961827ee95b9","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"### 8．HBFはHBM不足を補い、HBMの価値を高める","quote_start":0,"quote_end":29,"text_sha256":"37c23dfba21292859b86032d4dba655e4829634dbb1eeb2a0f9987fb603e366d","block_sha256":"37c23dfba21292859b86032d4dba655e4829634dbb1eeb2a0f9987fb603e366d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_8266fe61-4441-46b7-b545-961827ee95b9"},{"id":"occ_af9fbf357aef3b96da44b665","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_87a9e698-af7a-4660-ba22-76df85e3db34","section_id":"sec_2c870c3f-1a45-4f89-a8c0-2546ba09e286","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"光接続は、この利点を消すものではない。ローカルHBMの帯域と遅延には及ばないが、HBMが不足するなかでGPU数を増やし、ラック全体のメモリを利用可能にするための補完技術である。","quote_start":0,"quote_end":88,"text_sha256":"b9b7a80ca8caff843155f05a4d2c308e963b279080ea1aac8ba123bc1f53deb0","block_sha256":"b9b7a80ca8caff843155f05a4d2c308e963b279080ea1aac8ba123bc1f53deb0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_87a9e698-af7a-4660-ba22-76df85e3db34"},{"id":"occ_a63744ebf93fcdc3103dbc50","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_885d73f5-c9c3-4ab5-8fb3-75bbf83449a8","section_id":"sec_b1fcf82a-6d36-4dfc-bcd7-358d8790c8dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":19,"end":24,"exact":"HBM4E","quote":"Samsungは12-Hi・48GBのHBM4Eサンプルを出荷し、将来的に8-Hi・32GBと16-Hi・64GBも展開する計画である。(Samsung Global Newsroom)","quote_start":0,"quote_end":93,"text_sha256":"89e3e28b548744353843b2e655d0befb095cb7ff66797d9d1e8ee1df32dd0998","block_sha256":"89e3e28b548744353843b2e655d0befb095cb7ff66797d9d1e8ee1df32dd0998","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_885d73f5-c9c3-4ab5-8fb3-75bbf83449a8"},{"id":"occ_3030a40e23be43dedc6aff5a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_8b5e83e5-0f5a-4c73-b5bc-7ed206a1c748","section_id":"sec_8de1598f-a50a-4440-b6a7-7a0503898d23","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":134,"end":137,"exact":"HBM","quote":"| 主な用途 | AIアクセラレーター、AIDC | スマホ、AI PC、ロボット、エッジ |\n| 位置 | HBMとSSDの間 | LPDDRとUFSの間 |\n| 容量・帯域 | 最大512GB、0.4～3.0TB/s案 | 未公表 |\n| 接続 | UCIeを想定 | 未公表 |\n| 現状 | 標準仕様を策定中","quote_start":79,"quote_end":237,"text_sha256":"3e121c493955af9f1f799d6be706d34d94d3c5630e15974f4c7289d40d5a0525","block_sha256":"3e121c493955af9f1f799d6be706d34d94d3c5630e15974f4c7289d40d5a0525","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_8b5e83e5-0f5a-4c73-b5bc-7ed206a1c748"},{"id":"occ_b8508f82a56ca5a9c9042abf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_8ee29b27-22e5-415e-8835-2ee5045dd29f","section_id":"sec_b1fcf82a-6d36-4dfc-bcd7-358d8790c8dc","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"2027年のHBMビット出荷量が前年比50～60％増えても、需要には追いつかない見込みである。つまり、HBMの搭載量削減は、需要が減った結果ではなく、HBMを積み過ぎるとGPUを必要数出荷できなくなるために行われる可能","quote_start":0,"quote_end":109,"text_sha256":"b7ea46bf4d11ebbc56a55c9b0492f81a51b7608c4b774fdb51cbf670122aa5b3","block_sha256":"b7ea46bf4d11ebbc56a55c9b0492f81a51b7608c4b774fdb51cbf670122aa5b3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_8ee29b27-22e5-415e-8835-2ee5045dd29f"},{"id":"occ_f4607ecee0e66aadf46976e0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_93efd042-e808-4a1c-b5e2-ab2c05d9d396","section_id":"sec_e605fbcf-6e56-409b-9111-ef5f49c35b65","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"GPU出荷台数が1.5倍になれば、総HBMビット需要は同じになる。","quote_start":0,"quote_end":33,"text_sha256":"d2c08235906660d57cf0cd07d8f1274490bd19130b2df136cc5092a2d9751bab","block_sha256":"d2c08235906660d57cf0cd07d8f1274490bd19130b2df136cc5092a2d9751bab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_93efd042-e808-4a1c-b5e2-ab2c05d9d396"},{"id":"occ_ff5a859c393b0058cc31db64","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_9a0c06bc-26ba-4a69-a159-f0a90cfdbff7","section_id":"sec_6d3ed103-9e85-401b-935d-5d5e82ca5ead","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":34,"end":38,"exact":"HBM4","quote":"通常のVera Rubin GPUは、1GPU当たり最大288GBのHBM4と、最大22TB/sの総メモリ帯域を持つ。NVIDIAは、長いコンテキストや対話型推論では実効メモリ性能がシステム効率を左右すると明記している。(NVIDIA Developer)","quote_start":0,"quote_end":128,"text_sha256":"a78a16cfd7982877464ae2af0cfec9e42bcf55a6701cc42167c8792c364f047f","block_sha256":"a78a16cfd7982877464ae2af0cfec9e42bcf55a6701cc42167c8792c364f047f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_9a0c06bc-26ba-4a69-a159-f0a90cfdbff7"},{"id":"occ_5635a10596718e53281142a3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_9d911f17-ce20-494a-b7bd-7c5566194d2f","section_id":"sec_ffdda65a-ef64-4754-8940-735b6c912e19","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを必要量積めないため、光で多数のGPUを束ね、限られたHBMをラック全体で使いやすくした","quote_start":0,"quote_end":47,"text_sha256":"05a9e42f49aa29852904cfbbc3409b8a3fd1b17636f6f3d573726d9a37c5170f","block_sha256":"05a9e42f49aa29852904cfbbc3409b8a3fd1b17636f6f3d573726d9a37c5170f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_9d911f17-ce20-494a-b7bd-7c5566194d2f"},{"id":"occ_bc176ccb68e92b8cfb51bca6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_9e623f5f-4a0f-4215-8e50-e6734e32035e","section_id":"sec_e605fbcf-6e56-409b-9111-ef5f49c35b65","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"GPU出荷台数が2倍になれば、総HBM需要は同じである。","quote_start":0,"quote_end":28,"text_sha256":"844a6e51de4fedb22e5bdd8f0e3e983d846522904e7da3d7bc970c24897847c5","block_sha256":"844a6e51de4fedb22e5bdd8f0e3e983d846522904e7da3d7bc970c24897847c5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_9e623f5f-4a0f-4215-8e50-e6734e32035e"},{"id":"occ_e44b71c1077a763a5c7d4bfd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_a1481b92-aeb8-45ab-bdc3-688eee024bb3","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM\n├─現在使用中の重み\n├─将来使うかもしれない重み\n├─KVキャッシュ\n├─活性値\n└─低頻度データ","quote_start":0,"quote_end":54,"text_sha256":"57fa74debff48d39723d0796ca3d13fe2c9a9bba19c3132c81e401666a3403bc","block_sha256":"57fa74debff48d39723d0796ca3d13fe2c9a9bba19c3132c81e401666a3403bc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_a1481b92-aeb8-45ab-bdc3-688eee024bb3"},{"id":"occ_c49f48f00c476292a8751b35","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_a4a3e621-03fd-4b65-b87c-6f2d25d0ae79","section_id":"sec_3c6d1534-eb4b-4f9b-ba05-623f4f94625d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"モデルとKVキャッシュが既存HBMに収まり、演算器が限界まで動いている場合、容量だけを増やしてもトークン生成速度はほとんど上がらない。","quote_start":0,"quote_end":67,"text_sha256":"5234cdb70eb91f385c32ac7fdb6823d86c35e3ef371b873674754657df39581d","block_sha256":"5234cdb70eb91f385c32ac7fdb6823d86c35e3ef371b873674754657df39581d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_a4a3e621-03fd-4b65-b87c-6f2d25d0ae79"},{"id":"occ_1db986c015c115a43b10fab9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_a5cf5895-f945-44f3-92a7-b35a1221aa3a","section_id":"sec_a89f15ed-c77c-47a4-bc67-ae82723b2569","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"この構造では、光とHBFがHBMを置き換えるのではない。","quote_start":0,"quote_end":28,"text_sha256":"17ca446a5676ec29886b01af2fc73b6b40deefcfd0c8f0671d7a371749ac1fc8","block_sha256":"17ca446a5676ec29886b01af2fc73b6b40deefcfd0c8f0671d7a371749ac1fc8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_a5cf5895-f945-44f3-92a7-b35a1221aa3a"},{"id":"occ_a4afebbadbc5ea981b960301","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_a728b8e1-ce5b-4881-a627-f2987ab275e1","section_id":"sec_989c3543-3b0b-4ee7-acfb-6db5df985897","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":13,"exact":"HBM3E","quote":"LPDDR5X、HBM3E、HBM4、GDDR7の公表値を見ると、DRAMは細かなアクセスと頻繁な書き換えに強く、高帯域を低遅延で供給できる。一方HBFは、同程度の総帯域を狙えても、アクセスの性質はNANDであり、DRAMと同","quote_start":0,"quote_end":113,"text_sha256":"5fdf028cf379dd7068672d6c30f0dbfa285a6679b2a66e6472116d8efe13c71b","block_sha256":"5fdf028cf379dd7068672d6c30f0dbfa285a6679b2a66e6472116d8efe13c71b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_a728b8e1-ce5b-4881-a627-f2987ab275e1"},{"id":"occ_e998c84262df48b37cd5e33b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_a8d9206b-8955-448b-9809-09930b8a2497","section_id":"sec_0e57d076-2e54-4017-bc0d-52c1a2b1d670","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"したがってHBFは、HBMの全面代替ではなく、","quote_start":0,"quote_end":23,"text_sha256":"d48d16bbb6085407df32e901526ac5891c2b2f9256a82b1e3949fc514090d14d","block_sha256":"d48d16bbb6085407df32e901526ac5891c2b2f9256a82b1e3949fc514090d14d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_a8d9206b-8955-448b-9809-09930b8a2497"},{"id":"occ_e742ca01f9af9628339bdc6a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_aaef534a-3ad6-4160-a084-2eb4234dfeab","section_id":"sec_b1fcf82a-6d36-4dfc-bcd7-358d8790c8dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM4E","quote":"HBM4E積層1スタック当たり容量8-Hi32GB12-Hi48GB16-Hi64GB","quote_start":0,"quote_end":43,"text_sha256":"daf612d6de7b17414e52bd041082c2cbdf7d0b9d39d5ea12b7a7dceb2040b677","block_sha256":"daf612d6de7b17414e52bd041082c2cbdf7d0b9d39d5ea12b7a7dceb2040b677","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_aaef534a-3ad6-4160-a084-2eb4234dfeab"},{"id":"occ_40a10e86bc8600220a2cc44d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_abb236d1-2d3f-4e7c-8fb9-e122f3721d5a","section_id":"sec_a89f15ed-c77c-47a4-bc67-ae82723b2569","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは最も速いホットメモリ","quote_start":0,"quote_end":14,"text_sha256":"18bf832ff7bc42b3a15d56e6868fe0eab761e00c420872471ac1e4c2755322dc","block_sha256":"18bf832ff7bc42b3a15d56e6868fe0eab761e00c420872471ac1e4c2755322dc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_abb236d1-2d3f-4e7c-8fb9-e122f3721d5a"},{"id":"occ_23432a6305a68df957de726d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_aeeff34f-e9ea-423f-b7ea-fcf715435f9c","section_id":"sec_9c64cf51-45e8-4b94-849e-e5f5a88cf00e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが多ければ、","quote_start":0,"quote_end":9,"text_sha256":"2e3f3931b92021776488fec2dcad1e33a58a871df01b4fa8672185f3e6fe87cd","block_sha256":"2e3f3931b92021776488fec2dcad1e33a58a871df01b4fa8672185f3e6fe87cd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_aeeff34f-e9ea-423f-b7ea-fcf715435f9c"},{"id":"occ_725695a35e86548c5708eecf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_b072eb56-61be-406c-b191-9ad4326642ef","section_id":"sec_6d3ed103-9e85-401b-935d-5d5e82ca5ead","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":73,"end":76,"exact":"HBM","quote":"R5X不足を理由にNVIDIAがVera RubinのSOCAMM容量を半減させたとも報じている。2027年のHBMビット出荷量は前年比50～60％増える見込みだが、それでも需要増加には追いつかないという。(TrendForce)","quote_start":18,"quote_end":133,"text_sha256":"d46da40ec6c267741559fa3517c6824b10cf4c53480f1f18d3c4affd9e111d2c","block_sha256":"d46da40ec6c267741559fa3517c6824b10cf4c53480f1f18d3c4affd9e111d2c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_b072eb56-61be-406c-b191-9ad4326642ef"},{"id":"occ_088bbf564364bcbbfe8d0246","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_b3bb939a-89d4-414c-b6d0-277bae05866a","section_id":"sec_2c870c3f-1a45-4f89-a8c0-2546ba09e286","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM・SOCAMM2が足りない\n  ↓\n搭載量を顧客別に調整\n  ↓\nより多くのGPUへメモリを配分\n  ↓\n光でGPUを巨大に束ねる\n  ↓\nHBFで大容量部分を補う\n  ↓\nラック全体の計算能力を伸ば","quote_start":0,"quote_end":103,"text_sha256":"0790231d201b2ac98cf98c89e4566a1a078d64bdfeb6f4e2912ae58a9663a5c3","block_sha256":"0790231d201b2ac98cf98c89e4566a1a078d64bdfeb6f4e2912ae58a9663a5c3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_b3bb939a-89d4-414c-b6d0-277bae05866a"},{"id":"occ_3c136b4357d8cb74395ee0de","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_b4f0f8fc-1c39-458c-8670-6ee94b07f5fc","section_id":"sec_b9da4f2d-530d-4f97-a1ec-76202e0cc11a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM削減＝光がHBMを不要にした","quote_start":0,"quote_end":17,"text_sha256":"6274cfcf3d2b02dcbbb7f1bf76bbe7553062cbb343debf0a3151eb8901d593f8","block_sha256":"6274cfcf3d2b02dcbbb7f1bf76bbe7553062cbb343debf0a3151eb8901d593f8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_b4f0f8fc-1c39-458c-8670-6ee94b07f5fc"},{"id":"occ_0d77da888f82352fcdf11d4a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_b7020340-ca90-4f00-95ca-d2caa82dbc0c","section_id":"sec_7edf5f72-af98-49eb-8113-b2548fb9e546","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"HBFが追加搭載ではなく、HBMの純粋代替として使われる","quote_start":0,"quote_end":28,"text_sha256":"4a7200b2f874429d100658b4a0b586ac25e31491b0eb967272b96f77260d90d8","block_sha256":"4a7200b2f874429d100658b4a0b586ac25e31491b0eb967272b96f77260d90d8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_b7020340-ca90-4f00-95ca-d2caa82dbc0c"},{"id":"occ_68b2ca52a6e1e29cf9d3f290","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_bd02ff42-5617-49f7-95c8-8baa1c095fe1","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"HBFとHBMの相乗効果","quote_start":0,"quote_end":12,"text_sha256":"1a4f35139857414b18fa4eeb370c3ca34d07697d9592f816eacabd13586d3e90","block_sha256":"1a4f35139857414b18fa4eeb370c3ca34d07697d9592f816eacabd13586d3e90","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_bd02ff42-5617-49f7-95c8-8baa1c095fe1"},{"id":"occ_5714cd4d969e4924b47a0fa1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_bd4fe323-0014-4770-813d-04e3dd64c79d","section_id":"sec_e605fbcf-6e56-409b-9111-ef5f49c35b65","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"### 7．HBM削減が総HBM需要の減少を意味するとは限らない","quote_start":0,"quote_end":32,"text_sha256":"fb022f8b6302369793ab42d8f6309cee48d1acdd27673a8c7dc8485ef1febc7d","block_sha256":"fb022f8b6302369793ab42d8f6309cee48d1acdd27673a8c7dc8485ef1febc7d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_bd4fe323-0014-4770-813d-04e3dd64c79d"},{"id":"occ_398b1c2f9e62c4550ffe7153","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_bffe9dcf-952f-42e4-82a4-0f78c265ee90","section_id":"sec_6d3ed103-9e85-401b-935d-5d5e82ca5ead","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":35,"end":40,"exact":"HBM4E","quote":"TrendForceによると、Rubin Ultraは当初12-Hi HBM4Eを基本設計としていたが、2026年第3四半期から、","quote_start":0,"quote_end":65,"text_sha256":"e643af008e9c5112070aae144742d1fd918dabfc32239dac556ba6991d2528c7","block_sha256":"e643af008e9c5112070aae144742d1fd918dabfc32239dac556ba6991d2528c7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_bffe9dcf-952f-42e4-82a4-0f78c265ee90"},{"id":"occ_0bf6cc285818823b4affb863","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_c007adaa-7b47-4b8a-afc4-37dcaed10284","section_id":"sec_b9da4f2d-530d-4f97-a1ec-76202e0cc11a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"Rubin Ultraのメモリ構成削減は、短期的にはHBMやLPDDRの1システム当たり搭載量を減らすため、表面的には弱気に見える。","quote_start":0,"quote_end":66,"text_sha256":"12ba908e6836892c54f9155b78799f60cce8610f2e8d3685f5662d46b52e8001","block_sha256":"12ba908e6836892c54f9155b78799f60cce8610f2e8d3685f5662d46b52e8001","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_c007adaa-7b47-4b8a-afc4-37dcaed10284"},{"id":"occ_e1ea90ef8abe8559d11af77b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_c1c58762-ebee-4b26-893e-18f922577984","section_id":"sec_7edf5f72-af98-49eb-8113-b2548fb9e546","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"1GPU当たりHBM容量が下がる","quote_start":0,"quote_end":16,"text_sha256":"093a5ea1437889ab2658c1c919913004f1cd4b777037244c83ff3ab428c980ad","block_sha256":"093a5ea1437889ab2658c1c919913004f1cd4b777037244c83ff3ab428c980ad","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_c1c58762-ebee-4b26-893e-18f922577984"},{"id":"occ_dac6b262ade6cca12e44869d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_c51625a3-1843-47c4-92f9-e8147374fdda","section_id":"sec_7edf5f72-af98-49eb-8113-b2548fb9e546","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"今後見るべきなのは、1GPU当たりHBM容量だけではない。","quote_start":0,"quote_end":29,"text_sha256":"b6bcdf9b914a2ee33361b2fb3ac4642c17ac13d6c35394412d60177ae5527109","block_sha256":"b6bcdf9b914a2ee33361b2fb3ac4642c17ac13d6c35394412d60177ae5527109","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_c51625a3-1843-47c4-92f9-e8147374fdda"},{"id":"occ_ac0013b86b8f3132b8d56df2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_c8533123-78ad-41cd-907a-9b001c76608e","section_id":"sec_ffdda65a-ef64-4754-8940-735b6c912e19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"光で効率化できるからHBMを減らした","quote_start":0,"quote_end":18,"text_sha256":"750e5d105be73f49dd3cc7227227d6408db76e4238bf27fe90cc232599545055","block_sha256":"750e5d105be73f49dd3cc7227227d6408db76e4238bf27fe90cc232599545055","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_c8533123-78ad-41cd-907a-9b001c76608e"},{"id":"occ_0c2a75804c5de1bba42dce70","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_c9507434-c8a2-4995-8de0-9aab7786c3ed","section_id":"sec_57a82721-14c0-44fc-a0a7-42f7f64a4e00","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"光接続によってHBMが不要になったのではない。HBM・LPDDR系メモリの供給がNVIDIAの希望数量に追いつかず、少ないメモリをより多くのGPUへ配分するため、光接続、巨大NVLinkドメイン、階層メモリを使わざるを得","quote_start":0,"quote_end":110,"text_sha256":"5a7c23d8067db3492c37546c54c5f22fec9fc3babc958480fc55469c711ee59a","block_sha256":"5a7c23d8067db3492c37546c54c5f22fec9fc3babc958480fc55469c711ee59a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_c9507434-c8a2-4995-8de0-9aab7786c3ed"},{"id":"occ_404f76f9c377e4d5cb30ad93","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_ca932f3f-a5eb-4325-85a9-58519a03db55","section_id":"sec_50f264bb-1b3e-4566-90ca-feee5c2d1bbf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの売上高は増えても、同じウエハーから得られる販売ビットは減りやすい。そのためCAPEXが増えても、汎用DRAMやLPDDRの不足が解消しない。","quote_start":0,"quote_end":74,"text_sha256":"2f8cf2c7a6d0dd3cca4cb48793bfcd3537b803cffe3f5d48b77e31dc84a62b5f","block_sha256":"2f8cf2c7a6d0dd3cca4cb48793bfcd3537b803cffe3f5d48b77e31dc84a62b5f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_ca932f3f-a5eb-4325-85a9-58519a03db55"},{"id":"occ_4eb1c11426f109c050eaf552","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_cb0d8a82-9c4f-48cb-9b54-63a7529d3564","section_id":"sec_b9da4f2d-530d-4f97-a1ec-76202e0cc11a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMへ置いていた低頻度データを受け取れる","quote_start":0,"quote_end":21,"text_sha256":"fe1cb76f848396e4f695e0e638cbc6a32c4ec023e19dbb6f36b9b4046783b31c","block_sha256":"fe1cb76f848396e4f695e0e638cbc6a32c4ec023e19dbb6f36b9b4046783b31c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_cb0d8a82-9c4f-48cb-9b54-63a7529d3564"},{"id":"occ_5afc998c500bfff0e144fcc2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_d0bc662c-3c74-4415-bf91-a1d73bf0f1cd","section_id":"sec_57a82721-14c0-44fc-a0a7-42f7f64a4e00","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"を組み合わせる階層型AIシステムが発達し、1GPU当たりのHBM容量増加が抑えられる可能性もある。","quote_start":0,"quote_end":49,"text_sha256":"9a5825f36d277eed6f97a7be02f64957f6c0bbb76dcadc3c9b2f993c3f8e9c60","block_sha256":"9a5825f36d277eed6f97a7be02f64957f6c0bbb76dcadc3c9b2f993c3f8e9c60","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_d0bc662c-3c74-4415-bf91-a1d73bf0f1cd"},{"id":"occ_b0c7473637b6c507113c1c69","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_d1f1d3be-5291-47eb-8511-cf0e5875769f","section_id":"sec_1c188503-b133-4fe5-9c99-1a23bc03e426","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"また、HBM、HBF、SOCAMM2、SSD、光接続は代替関係だけではない。AIシステムが扱うデータ量と時間尺度が広がるほど、ホット、ウォーム、コールドの各階層が必要になる。重要なのは一部品当たり搭載量ではなく、","quote_start":0,"quote_end":106,"text_sha256":"5a667578ffedc167aa8b1dd75236e4a5ce8cae72c4695626846ad6bb9fc25b03","block_sha256":"5a667578ffedc167aa8b1dd75236e4a5ce8cae72c4695626846ad6bb9fc25b03","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_d1f1d3be-5291-47eb-8511-cf0e5875769f"},{"id":"occ_73078c121dbdd81418c5e6ed","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_d282b53e-f589-4426-83d7-bd9c4aef80e2","section_id":"sec_57a82721-14c0-44fc-a0a7-42f7f64a4e00","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"ローカルHBM","quote_start":0,"quote_end":7,"text_sha256":"e269dd9b06d43893fd041072224d35ce504acdbc058cdc6481950e7e4c3fbd70","block_sha256":"e269dd9b06d43893fd041072224d35ce504acdbc058cdc6481950e7e4c3fbd70","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_d282b53e-f589-4426-83d7-bd9c4aef80e2"},{"id":"occ_d48e775810c73843327a8e7d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_d3a6eaeb-b53e-4460-8457-53a9938fdf9d","section_id":"sec_3c6d1534-eb4b-4f9b-ba05-623f4f94625d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"限られたHBMビット、電力、パッケージ能力から得られる総トークン量","quote_start":0,"quote_end":33,"text_sha256":"82adcaa172f0b4f10b33f37701d0fc6bf68f2f43a4c601574b7a03a01644f506","block_sha256":"82adcaa172f0b4f10b33f37701d0fc6bf68f2f43a4c601574b7a03a01644f506","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_d3a6eaeb-b53e-4460-8457-53a9938fdf9d"},{"id":"occ_c3cd3c766f8635eedb41f4c1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_d54012b1-fdb5-462b-a433-05f504f4d7b7","section_id":"sec_a89f15ed-c77c-47a4-bc67-ae82723b2569","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4E"],"evidence":{"text_basis":"markdown","start":25,"end":30,"exact":"HBM4E","quote":"GPU内SRAM\n最小・最速\n    ↓\nローカルHBM4E\n活性値、ホットKV、演算中の重み\n    ↓\n他GPUのHBM\nNVLink／直接光接続で共有\n    ↓\nHBF\n大容量モデル重み、低頻度Expert、prefix cache\n    ↓\nSOC","quote_start":0,"quote_end":130,"text_sha256":"f8b43985ba31a993e83fb0f144a72b445063fdba819ef07219bddeab4cba897a","block_sha256":"f8b43985ba31a993e83fb0f144a72b445063fdba819ef07219bddeab4cba897a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_d54012b1-fdb5-462b-a433-05f504f4d7b7"},{"id":"occ_d90ffe606e5c92f12fd1c3fa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_d6f73216-8ecc-4ca4-b948-453237ca2e4f","section_id":"sec_0e57d076-2e54-4017-bc0d-52c1a2b1d670","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"HBFはHigh Bandwidth Flashであり、NANDをHBMのように積層し、多数の並列経路によって高い合計帯域を得る技術である。","quote_start":0,"quote_end":70,"text_sha256":"05c0e9a7d59926b61183248f979fd9fbcc38b4d0d62e9fc4003af2abda72b067","block_sha256":"05c0e9a7d59926b61183248f979fd9fbcc38b4d0d62e9fc4003af2abda72b067","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_d6f73216-8ecc-4ca4-b948-453237ca2e4f"},{"id":"occ_da58b8784c839f8b8a82e992","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_d79198c3-06d4-486b-870f-d9a71647a7bd","section_id":"sec_61aded39-bd9d-4a4c-a414-3db100741b11","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"しかし、AIデータセンターを中心とする需要急増、HBMへの生産能力移転、先端プロセスと後工程の難化によって、メモリ会社は現在、単に「価格を決める力」だけでなく、どの顧客に、何年間、どれだけの供給能力を割り当てるかを選ぶ力を持ち始めている。","quote_start":0,"quote_end":119,"text_sha256":"6fddafb4cb3c0ae473f29d0d071ed5840b7240947583de5234f14e6f63380bc5","block_sha256":"6fddafb4cb3c0ae473f29d0d071ed5840b7240947583de5234f14e6f63380bc5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_d79198c3-06d4-486b-870f-d9a71647a7bd"},{"id":"occ_a250ec675328e089d370d2b4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_d802e550-a687-4ee4-b99b-e16972e09673","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"これも製品単位が異なるため単純比較はできないが、HBFはローカルHBMの全帯域を置き換えるものではない。加えてNANDはDRAMよりアクセス遅延が長く、細かなランダム書き込みや頻繁な更新にも向かない。(SK hynix Newsroom)","quote_start":0,"quote_end":119,"text_sha256":"ef0246ead668a4acd081d8da0bc6dfe7edee09e758844d3cc0e35690bf27e0d2","block_sha256":"ef0246ead668a4acd081d8da0bc6dfe7edee09e758844d3cc0e35690bf27e0d2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_d802e550-a687-4ee4-b99b-e16972e09673"},{"id":"occ_f913f9cbabc360fbcaf5f1a2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_db0ba62d-383e-4524-92aa-0c80f6f6accb","section_id":"sec_e605fbcf-6e56-409b-9111-ef5f49c35b65","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"Rubin Ultraの搭載量が減っても、その結果としてより多くのGPUを出荷できるなら、HBM総需要は維持または増加する。","quote_start":0,"quote_end":62,"text_sha256":"75ac0caefefec0bea52670d884bcfe29e10a30efec4f43505f86a2b98e234d45","block_sha256":"75ac0caefefec0bea52670d884bcfe29e10a30efec4f43505f86a2b98e234d45","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_db0ba62d-383e-4524-92aa-0c80f6f6accb"},{"id":"occ_696a77d65a6d94baa7885108","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_dcfa7d4b-2703-4e47-9cac-f091d774928b","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"HBFがあることで、HBMから低頻度データを追い出せる。","quote_start":0,"quote_end":28,"text_sha256":"6400564bd3c9fd3d3afb8db66038d7f44eb21561b67f607f9db88b11a83434c7","block_sha256":"6400564bd3c9fd3d3afb8db66038d7f44eb21561b67f607f9db88b11a83434c7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_dcfa7d4b-2703-4e47-9cac-f091d774928b"},{"id":"occ_1564495fb28a46f2965b4967","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_de9ac806-eb84-4df3-b083-b79f480ac584","section_id":"sec_b9da4f2d-530d-4f97-a1ec-76202e0cc11a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM不足によってHBFの商用化動機が強くなる","quote_start":0,"quote_end":23,"text_sha256":"7bd2f6db2b352fc9f73f65c6ec52cf259ad676da826c0eb85a47b78018cc5e8f","block_sha256":"7bd2f6db2b352fc9f73f65c6ec52cf259ad676da826c0eb85a47b78018cc5e8f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_de9ac806-eb84-4df3-b083-b79f480ac584"},{"id":"occ_c2ac38790c38900283fb02b8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_df86fd9e-1209-41ef-866c-a8945af3d6b6","section_id":"sec_b7c95e7a-f085-4dc2-8ed3-618dcdcbbf7d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":65,"end":69,"exact":"HBM4","quote":"026年第2四半期売上高は約79.3兆ウォン、営業利益は約60.5兆ウォン、営業利益率は76％となった。同社はHBM4や先端DRAMを拡大する一方、約10社の主要顧客と複数年契約を締結しており、追加の大口顧客とも交渉を続けている。(SK hynix Newsroom)","quote_start":10,"quote_end":144,"text_sha256":"2af7860a5387657680c758c00a5e82be7bccc496cf8fab5761f1417c2a43c281","block_sha256":"2af7860a5387657680c758c00a5e82be7bccc496cf8fab5761f1417c2a43c281","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_df86fd9e-1209-41ef-866c-a8945af3d6b6"},{"id":"occ_ccebaae45ebb9040c4e7bb66","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_e0376688-147f-4ce5-a062-f616dcdf8511","section_id":"sec_b1fcf82a-6d36-4dfc-bcd7-358d8790c8dc","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4E"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"TrendForceは、Rubin UltraのHBM構成見直しについて、主な原因をDRAM供給不足とHBM4Eの量産・認証リスクだとしている。","quote_start":0,"quote_end":72,"text_sha256":"bc913cda3074d02eef58e1b46537073c0cecb293e7d1b052701a4be48e28b335","block_sha256":"bc913cda3074d02eef58e1b46537073c0cecb293e7d1b052701a4be48e28b335","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_e0376688-147f-4ce5-a062-f616dcdf8511"},{"id":"occ_22db0e52e72d63cda548812b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_e42f03bf-cbac-4107-bad9-03e08bcf815b","section_id":"sec_57a82721-14c0-44fc-a0a7-42f7f64a4e00","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"Rubin UltraでHBMやSOCAMM2の搭載量が削減される可能性が報じられている。","quote_start":0,"quote_end":45,"text_sha256":"6bf7ec3bb1045624a0e9a653b9350283f2e2e0b83c1aa5be7074b3d9a5c2c21c","block_sha256":"6bf7ec3bb1045624a0e9a653b9350283f2e2e0b83c1aa5be7074b3d9a5c2c21c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_e42f03bf-cbac-4107-bad9-03e08bcf815b"},{"id":"occ_2da9150c8752645314381334","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_e5737d62-aafc-4bd4-a4e0-00ee80e95549","section_id":"sec_b1fcf82a-6d36-4dfc-bcd7-358d8790c8dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":12,"end":17,"exact":"HBM4E","quote":"Samsungが公表したHBM4Eでは、次の容量構成が予定されている。","quote_start":0,"quote_end":35,"text_sha256":"caf29eb6e4be9545e2856552d5504b897cd5bab30f40d9e60843618e4d8a7fd8","block_sha256":"caf29eb6e4be9545e2856552d5504b897cd5bab30f40d9e60843618e4d8a7fd8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_e5737d62-aafc-4bd4-a4e0-00ee80e95549"},{"id":"occ_6c9cc5f8b5923f42433c8de8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_e8ed6ba0-fd71-4220-bfec-36d01b5e9ce0","section_id":"sec_ffdda65a-ef64-4754-8940-735b6c912e19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMをラック全体で効率よく利用する","quote_start":0,"quote_end":18,"text_sha256":"cd1fa2b0e926d72f4fc9dabb68b4d1963b4a37c692ba3a9fabb98732cde808d5","block_sha256":"cd1fa2b0e926d72f4fc9dabb68b4d1963b4a37c692ba3a9fabb98732cde808d5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_e8ed6ba0-fd71-4220-bfec-36d01b5e9ce0"},{"id":"occ_3322f9314f13f220cdfcf18d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_e98e8af7-bc5b-4ca7-a3f8-cabaadfb85e0","section_id":"sec_b1fcf82a-6d36-4dfc-bcd7-358d8790c8dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":27,"end":31,"exact":"HBM4","quote":"通常のRubinは最大288GBである。MicronのHBM4 12-Hiは1スタック36GBなので、288GBは36GBを8個載せた構成と整合するが、NVIDIAは当該資料でスタック数を明示していない。(NVIDIA Developer)","quote_start":0,"quote_end":120,"text_sha256":"93b8d2d643f9c39ced100133c32747502f75aea19d1c67eafa029476b9ee1488","block_sha256":"93b8d2d643f9c39ced100133c32747502f75aea19d1c67eafa029476b9ee1488","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_e98e8af7-bc5b-4ca7-a3f8-cabaadfb85e0"},{"id":"occ_5f2fa3857ac3986d25648368","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_eaab9d2e-13fe-49fe-a6ff-3ad96c99d205","section_id":"sec_6d3ed103-9e85-401b-935d-5d5e82ca5ead","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":5,"end":10,"exact":"HBM4E","quote":"8-Hi HBM4E","quote_start":0,"quote_end":10,"text_sha256":"81454e4c9d7116d44a1fe93879e0c3658278e974dd6cc30afb98091c1dfb853a","block_sha256":"81454e4c9d7116d44a1fe93879e0c3658278e974dd6cc30afb98091c1dfb853a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_eaab9d2e-13fe-49fe-a6ff-3ad96c99d205"},{"id":"occ_de59cb4cc7da649cd9c1072d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_eb114118-7851-4f8d-996e-a8d81a92f4a3","section_id":"sec_523707f5-1ca4-4752-9eca-73e42a944565","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":169,"end":172,"exact":"HBM","quote":" 減少・返還 |\n| 顧客数 | ロボット、車、通信へ拡大 | ハイパースケーラーに集中 |\n| HBF | HBMへの追加搭載 | HBM削減だけに使われる |\n| zNAND-O | スマホ・PCへ定着 | 高級機の限定採用 |\n| CapEx | 契約に裏付けられる | 需要予測だけで増える |\n| AI収益","quote_start":114,"quote_end":272,"text_sha256":"b88c797a77565459b284814121c580a281476a45b878be6222a6f6d4fa0f5130","block_sha256":"b88c797a77565459b284814121c580a281476a45b878be6222a6f6d4fa0f5130","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_eb114118-7851-4f8d-996e-a8d81a92f4a3"},{"id":"occ_b3443ee1bdaac8ac90689e35","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_ec2ce9d2-0c5c-46eb-8199-b52d6ce99edf","section_id":"sec_b9da4f2d-530d-4f97-a1ec-76202e0cc11a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"DRAM・HBM側","quote_start":0,"quote_end":9,"text_sha256":"d6a4983cba3cdf21f3d660b3c306dc98e875786e75c6b8a7a73cdf306cbe846d","block_sha256":"d6a4983cba3cdf21f3d660b3c306dc98e875786e75c6b8a7a73cdf306cbe846d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_ec2ce9d2-0c5c-46eb-8199-b52d6ce99edf"},{"id":"occ_34159770ae609d775305d75c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_ecf043c0-b0d4-4402-8c85-2394adff5e4f","section_id":"sec_b1fcf82a-6d36-4dfc-bcd7-358d8790c8dc","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":23,"end":28,"exact":"HBM4E","quote":"TrendForceの公表内容も、12-Hi HBM4Eを当初の基本設計としながら、8-HiやHBM4を含む複数案を評価中としており、「8-Hiだけに確定した」とは述べていない。(TrendForce)","quote_start":0,"quote_end":101,"text_sha256":"c17e0f406d0b18effb9200ce90313e65d6eaf267ed2fd4c67188a9d55baf8b33","block_sha256":"c17e0f406d0b18effb9200ce90313e65d6eaf267ed2fd4c67188a9d55baf8b33","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_ecf043c0-b0d4-4402-8c85-2394adff5e4f"},{"id":"occ_e6be7da07f5b365303fe3660","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_edba8670-6a9a-4794-a6ef-43dace1d3fde","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"HBFはHBMの代用品ではない","quote_start":0,"quote_end":15,"text_sha256":"47fb578d9e0b126ebe0a427b884402bbdb68fdb9b532d6f89842dfe5dbe1a2f9","block_sha256":"47fb578d9e0b126ebe0a427b884402bbdb68fdb9b532d6f89842dfe5dbe1a2f9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_edba8670-6a9a-4794-a6ef-43dace1d3fde"},{"id":"occ_ac7d8348450e2548e5287f40","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_edd27679-bd2b-4b84-b568-59df3edcf533","section_id":"sec_2c870c3f-1a45-4f89-a8c0-2546ba09e286","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"そしてHBFは、HBMの代替ではなく、","quote_start":0,"quote_end":19,"text_sha256":"99c5014561b150a100045c45f867b2580fcc43508d682222bfc58e935241c0ca","block_sha256":"99c5014561b150a100045c45f867b2580fcc43508d682222bfc58e935241c0ca","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_edd27679-bd2b-4b84-b568-59df3edcf533"},{"id":"occ_d8b976a077edbc9bec4baec0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_ef8c77b9-0997-42c7-b961-6f75f8ecdcf8","section_id":"sec_e605fbcf-6e56-409b-9111-ef5f49c35b65","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"したがって、総HBM需要が減る条件は、","quote_start":0,"quote_end":19,"text_sha256":"f13b158ac34f29a8ae41a1d4f618cb44731d0b73740b9498682463def491cca3","block_sha256":"f13b158ac34f29a8ae41a1d4f618cb44731d0b73740b9498682463def491cca3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_ef8c77b9-0997-42c7-b961-6f75f8ecdcf8"},{"id":"occ_09f5bb8affaf34dc383f2b28","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_ef96b10c-8e22-4002-806b-c85e96c5f5df","section_id":"sec_09cece99-ed3f-46f9-a6f3-5af830c1b0a4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"この構造ではHBMの物理容量が変わらなくても、演算に直接使える有効容量が増える。","quote_start":0,"quote_end":40,"text_sha256":"87501521b26b7b977046d94ccbdfea26103a1354a80b02cc1530665c4f08dc3e","block_sha256":"87501521b26b7b977046d94ccbdfea26103a1354a80b02cc1530665c4f08dc3e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_ef96b10c-8e22-4002-806b-c85e96c5f5df"},{"id":"occ_f72b278c296ba4663d4b452b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_f2c81f88-8aff-4e35-a931-3014e86d11c2","section_id":"sec_6d3ed103-9e85-401b-935d-5d5e82ca5ead","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":124,"end":127,"exact":"HBM","quote":"inkドメインにまとめ、ラック間には銅配線と直接光接続を使うという構造である。Rubin Ultraの最終的なHBM容量・積層数は、まだ公式には公表されていない。(NVIDIA Developer)","quote_start":69,"quote_end":168,"text_sha256":"b89102bce90158734c5cf9fe32206700d37f9c0489da726ab8cb73eb3a7d36ce","block_sha256":"b89102bce90158734c5cf9fe32206700d37f9c0489da726ab8cb73eb3a7d36ce","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_f2c81f88-8aff-4e35-a931-3014e86d11c2"},{"id":"occ_d2f726dc779fb14434afa98c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_f3aec571-15ca-4c79-9ae9-c0d2601e1dfb","section_id":"sec_523707f5-1ca4-4752-9eca-73e42a944565","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":93,"end":96,"exact":"HBM","quote":"、NANDは新能力の立ち上がりと民生需要次第で2027年後半から緩む可能性を示している。したがって、DRAM、HBM、企業向けSSD、汎用NANDを同じサイクルとして扱うべきではない。(TrendForce)","quote_start":38,"quote_end":142,"text_sha256":"4b75a7daf906929ed00f02386769de7d19f5a921a731b2ee9ab91f36441f55ae","block_sha256":"4b75a7daf906929ed00f02386769de7d19f5a921a731b2ee9ab91f36441f55ae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_f3aec571-15ca-4c79-9ae9-c0d2601e1dfb"},{"id":"occ_45bc9715c53208b369c00d52","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_f6f664b6-9c83-4e81-bb93-c33b1523a2d6","section_id":"sec_b9da4f2d-530d-4f97-a1ec-76202e0cc11a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"TrendForceは2027年にHBMビット出荷が50～60％増えても需要に不足すると予測し、供給会社が価格決定力を維持するとみている。(TrendForce)","quote_start":0,"quote_end":81,"text_sha256":"db7cccc91183e1f5732386c976e78680cdaf3e8d6462875c7082535ce6c7905b","block_sha256":"db7cccc91183e1f5732386c976e78680cdaf3e8d6462875c7082535ce6c7905b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_f6f664b6-9c83-4e81-bb93-c33b1523a2d6"},{"id":"occ_556e3db64181628503e70f59","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_f7d3bb92-f1be-4e96-8eb5-81a3854c5808","section_id":"sec_50f264bb-1b3e-4566-90ca-feee5c2d1bbf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"通常DRAMラインをHBMへ切り替える間は、装置の改造、工程認証、歩留まり調整が必要になる。","quote_start":0,"quote_end":46,"text_sha256":"47e69b2cc16d32b2fc158c832dfd6f7a68f0ddbeff18d20df045f199ecb455c3","block_sha256":"47e69b2cc16d32b2fc158c832dfd6f7a68f0ddbeff18d20df045f199ecb455c3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_f7d3bb92-f1be-4e96-8eb5-81a3854c5808"},{"id":"occ_7372351c0d308df8abb6274a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd","block_id":"blk_ff051fb4-226f-4579-abd6-93b604bbb5fa","section_id":"sec_9c64cf51-45e8-4b94-849e-e5f5a88cf00e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"同じGPU、同じ演算器、同じ価格、同じ消費電力、同じ歩留まりで比較できるなら、HBM容量は多い方がよい。","quote_start":0,"quote_end":52,"text_sha256":"6aaf366436b3a16af37c099f495bc2518473a8bdd9aa51f14b1db1455d73f8c5","block_sha256":"6aaf366436b3a16af37c099f495bc2518473a8bdd9aa51f14b1db1455d73f8c5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5387a515-478b-41ca-82a3-5b54af988fd1/#blk_ff051fb4-226f-4579-abd6-93b604bbb5fa"},{"id":"occ_4db6c2be878412042bcafb0e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_54b154f3-ea9f-45e9-b38b-a16c54ca3e2b","work_id":"wrk_52a8c79a-5c56-4f34-a515-1b1dcb4c0477","block_id":"blk_353fe60b-1222-463c-9ea6-6a05e7d0c0a3","section_id":"sec_d282086a-2fa0-45ca-a745-87a33d833700","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":"GPUやAI ASICは構造的にCPUほど汎用的ではない。GPUは大量の並列演算をまとめて走らせる装置であり、HBM、CUDAコンテキスト、カーネル実行、NVLink、KVキャッシュ、テンソル並列、パイプライン並列などが絡む。AI ASICはさらに特定ワークロードに寄るため、「誰でも好きな処理を安全に細切れで動かす","quote_start":4,"quote_end":162,"text_sha256":"d8602cb46282be96e73d14b85fd83482894182f29176bae4260b74d80e27e072","block_sha256":"d8602cb46282be96e73d14b85fd83482894182f29176bae4260b74d80e27e072","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_54b154f3-ea9f-45e9-b38b-a16c54ca3e2b/#blk_353fe60b-1222-463c-9ea6-6a05e7d0c0a3"},{"id":"occ_d77e39dadfd878175596f113","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_0147021e-a533-48ec-87d2-402e4989d138","section_id":"sec_93b84e3f-c8ee-49b2-99d2-ea6a6605bece","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、**主力シェフの手元に置かれた超高級で超高速に使える食材置き場・濃縮ソース置き場**です。","quote_start":0,"quote_end":50,"text_sha256":"d42d9cabb779960e9c182f58e616b9fa65912b0d41d565091bf9f93102e5bf42","block_sha256":"d42d9cabb779960e9c182f58e616b9fa65912b0d41d565091bf9f93102e5bf42","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_0147021e-a533-48ec-87d2-402e4989d138"},{"id":"occ_684dcabda6a2c300db3c9f33","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_03966bda-7f92-4d60-b6a5-55c19c8c4e0a","section_id":"sec_eb6ffe60-6d7f-4da0-8ccd-b2dcfba11303","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":81,"end":84,"exact":"HBM","quote":"\n理由は、AIサーバーの計算価値の中心そのものだからです。NVIDIA自身も、AIインフラはTSMCのウェハ、HBM、CoWoS、組立・テストを組み合わせて供給しており、最終製品の価値の中心はGPU側にあります。DGX B200でも1台の中心は8基のGPUです。 ([NVIDIA](https://www.nvid","quote_start":26,"quote_end":184,"text_sha256":"a3ad93160d88e3885f607cf49ce57a2da34427be0cc818a8dd5bc4417d18a6e4","block_sha256":"a3ad93160d88e3885f607cf49ce57a2da34427be0cc818a8dd5bc4417d18a6e4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_03966bda-7f92-4d60-b6a5-55c19c8c4e0a"},{"id":"occ_548a0a54d67710417c2466f5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_0438c78a-61d5-4e72-bf8a-a1b36c51fb3e","section_id":"sec_0cb50a70-b116-41c2-89c9-a5489dc10944","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"- CPU = 料理長\n- GPU = 主力シェフ\n- HBM = 手元の食材棚\n- SSD = 倉庫\n- NIC = 出入口","quote_start":0,"quote_end":63,"text_sha256":"91dfd646eb80e0fcff4aaa02d727ca68273655c0786cb1954f886f3fac66574d","block_sha256":"91dfd646eb80e0fcff4aaa02d727ca68273655c0786cb1954f886f3fac66574d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_0438c78a-61d5-4e72-bf8a-a1b36c51fb3e"},{"id":"occ_726376311367bc0d927baef3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_0807e0cc-6153-470a-b5d4-905ab92b1a57","section_id":"sec_9037dc85-459a-4cb0-bd2c-3a3ede1bf6ab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"- GPUダイ\n- HBMスタック\n- インターポーザ\n- 基板\n- パッケージ","quote_start":0,"quote_end":40,"text_sha256":"62e5666106b39ad6fc98704bdd8b88996274ffa9168e5a47a08253de0f7b01fb","block_sha256":"62e5666106b39ad6fc98704bdd8b88996274ffa9168e5a47a08253de0f7b01fb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_0807e0cc-6153-470a-b5d4-905ab92b1a57"},{"id":"occ_60d7604378fa244d9f425ca8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_0aff063b-0b88-4a5c-934d-ecba6925930a","section_id":"sec_b339b090-a946-42bf-9f4f-6f95731ecc15","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"ここがすごく大事です。  \nHBMはただの脇役ではありません。","quote_start":0,"quote_end":31,"text_sha256":"85a21929adf4017ab2f6bdd0b924589f04b9f288fc56d8e48bbaf65ef359987b","block_sha256":"85a21929adf4017ab2f6bdd0b924589f04b9f288fc56d8e48bbaf65ef359987b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_0aff063b-0b88-4a5c-934d-ecba6925930a"},{"id":"occ_5325849b542dcb226e5b79d0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_0c6c72d9-b734-4d8d-b3ad-67e6fbaa5db3","section_id":"sec_005c45b9-7755-4e84-8af2-a8900c269aef","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM/DRAM**  \n→ **メモリ回路屋 + レイアウト屋** が主役  \n→ **HBMだけ SI/PI屋 も主役級** ([synopsys.com](https://www.synopsys.c","quote_start":0,"quote_end":105,"text_sha256":"49139ea712ac6f117fca838868d9d9fdcc21371ae2716c5a4115d1d2bb8c871e","block_sha256":"49139ea712ac6f117fca838868d9d9fdcc21371ae2716c5a4115d1d2bb8c871e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_0c6c72d9-b734-4d8d-b3ad-67e6fbaa5db3"},{"id":"occ_e207c9bd040cb97143bd2373","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_0f598edd-7e80-40a3-a40d-f32678af67b2","section_id":"sec_793da2b4-e200-497b-abbe-a4c4270e1850","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":131,"end":134,"exact":"HBM","quote":"正式には Chip-on-Wafer-on-Substrate の略で、高密度なインターポーザ上にロジックと HBM を近接統合し、AI や HPC 向けに使われます。 ([Synopsys](https://www.synopsys.com/glossary/what-is-electronic-design-a","quote_start":76,"quote_end":234,"text_sha256":"5d7b27ab2163461c48f1f4482f1fcb932ca6f7c199c5e2dd9107991c9c3b90c4","block_sha256":"5d7b27ab2163461c48f1f4482f1fcb932ca6f7c199c5e2dd9107991c9c3b90c4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_0f598edd-7e80-40a3-a40d-f32678af67b2"},{"id":"occ_60fa23d5b9185b67486c7093","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_0ff6a20b-c183-4b44-a055-3f1aeb5c1274","section_id":"sec_21ddf1c6-09b2-45ad-917e-3acd651b870e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"### HBM","quote_start":0,"quote_end":7,"text_sha256":"018f25d4d5811a1f247d631a338f1b8ab5561294aebb91c09e41589f32834eb9","block_sha256":"018f25d4d5811a1f247d631a338f1b8ab5561294aebb91c09e41589f32834eb9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_0ff6a20b-c183-4b44-a055-3f1aeb5c1274"},{"id":"occ_84e473f24886b0596e956bd5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_105484f1-965f-499b-87db-0906ea59306a","section_id":"sec_88ead90f-a526-4010-8169-eb728bb1a6e0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"**ラック/大規模クラスタで見たお金の落ち先**  \n**GPU \\> HBM \\> スイッチ+NIC \\> SSD**  \nです。理由は、クラスタ化するとGPU同士をつなぐネットワーク費用が一気に膨らむからです。BroadcomはTomahawk 6を **AIのscale-","quote_start":0,"quote_end":139,"text_sha256":"fa4b824f5fdc63a6c2e5661c19aececde1cfde41287b1556a74f3c473cfbf65d","block_sha256":"fa4b824f5fdc63a6c2e5661c19aececde1cfde41287b1556a74f3c473cfbf65d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_105484f1-965f-499b-87db-0906ea59306a"},{"id":"occ_c26e5cfb45f290ec0cafccd9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_14aaab2b-31eb-45a1-b561-2d158c47eef7","section_id":"sec_93b84e3f-c8ee-49b2-99d2-ea6a6605bece","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはまさにそれです。","quote_start":0,"quote_end":12,"text_sha256":"076ce018c58232cf49c7f760f4de8a686a7c0dcd68ae58ecb96b035fa0078777","block_sha256":"076ce018c58232cf49c7f760f4de8a686a7c0dcd68ae58ecb96b035fa0078777","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_14aaab2b-31eb-45a1-b561-2d158c47eef7"},{"id":"occ_43e96a3ed54cd340c3d2e8a8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_186218f9-124e-4d36-8b8f-d859ceefd29d","section_id":"sec_c5fccad0-c0cd-4cdf-91d0-b560fb6fd91c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"- GPU\n- HBM\n- CPU\n- SSD\n- NIC\n- 電源\n- 冷却\n- 基板\n- シャーシ","quote_start":0,"quote_end":51,"text_sha256":"e5c06d21b8b127dbe7084e4866481901e9453137e84d4b17e4e3ae752619b18e","block_sha256":"e5c06d21b8b127dbe7084e4866481901e9453137e84d4b17e4e3ae752619b18e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_186218f9-124e-4d36-8b8f-d859ceefd29d"},{"id":"occ_efbcc4722864166169ea0f64","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_19a74c01-d45d-4d17-b781-56b9d0b03558","section_id":"sec_4a36cb8e-1e75-4ce5-84d8-1802628b06ef","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"**1台ではGPU/HBMより小さいが、クラスタ化で効いてくる場所**です。  \nDGX B200は **8本のConnectX-7 VPIポート** と **BlueField-3 DPU** を載せており、1台の時点でネッ","quote_start":0,"quote_end":113,"text_sha256":"8340dcafe3d4cae80d5e48eebb79236d1be8ed66d742bdc0f765fc173d9b5c48","block_sha256":"8340dcafe3d4cae80d5e48eebb79236d1be8ed66d742bdc0f765fc173d9b5c48","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_19a74c01-d45d-4d17-b781-56b9d0b03558"},{"id":"occ_b9d937487298827c816bf966","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_1b07536e-d7db-4b55-8c26-93b1a76f0b68","section_id":"sec_a15a81ef-6b01-4032-846d-3a1a9ae4911b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":76,"end":79,"exact":"HBM","quote":"**　★★★☆☆  \n**レイアウト屋**　★★★★★  \n**SI/PI屋**　DRAM: ★★☆☆☆ / HBM: ★★★★★","quote_start":21,"quote_end":86,"text_sha256":"9cd8e2b1d2325cb3240beaeafe819bbc9da9ff0b5de242929a835928913e9ae8","block_sha256":"9cd8e2b1d2325cb3240beaeafe819bbc9da9ff0b5de242929a835928913e9ae8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_1b07536e-d7db-4b55-8c26-93b1a76f0b68"},{"id":"occ_8cfd25fe6f53bd1c42e55eb7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_1b36909d-3687-4ace-85bb-7c487b1e11ee","section_id":"sec_935e972d-6492-4525-996e-3aa0ef30efdb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM/DRAM**  \n→ **メモリアレイ設計 + カスタム/アナログ + 3D/先端パッケージEDA** が重いです。 ([Synopsys](https://www.synopsys.com/imp","quote_start":0,"quote_end":105,"text_sha256":"322596ec024c3ee627ff9caaafc81daeb3400bd45c9e9ef16d5a09e16f5c3b6c","block_sha256":"322596ec024c3ee627ff9caaafc81daeb3400bd45c9e9ef16d5a09e16f5c3b6c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_1b36909d-3687-4ace-85bb-7c487b1e11ee"},{"id":"occ_3d4ee9a8632c7e2bd7ceecb1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_1f5d3962-e188-43ff-915e-98c057dddc73","section_id":"sec_5b9167c7-828f-4e17-942c-e83d682b6a2b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":67,"end":70,"exact":"HBM","quote":"メイン料理を実際に大量に作る主力シェフ\n- **CPU** = 厨房全体を指示し、段取りを組む料理長\n- **HBM** = シェフの手元にある超重要な高級食材・濃縮ソース\n- **SSD** = 大型冷蔵庫・食材倉庫\n- **NIC** = 店の外や他店舗とつながる出入口・配膳窓口\n- **スイッチ** = 店内","quote_start":12,"quote_end":170,"text_sha256":"a2eab4fbc96588128ca35a98eb9559e64c9b6cf85706d25773d1b2ccf0608074","block_sha256":"a2eab4fbc96588128ca35a98eb9559e64c9b6cf85706d25773d1b2ccf0608074","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_1f5d3962-e188-43ff-915e-98c057dddc73"},{"id":"occ_a884c1a3465a254ce6bede5c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_2538912a-55b5-4e26-970e-ad7b427b702c","section_id":"sec_dbba5218-d888-4955-87e3-538795340125","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"AIチップでは、GPUとHBMは  \n**ただ近くに置けばいい**  \nわけではなく、","quote_start":0,"quote_end":43,"text_sha256":"1bcfaf34c7c2ebd67a2072a96ca5bbf84f8bb42078783b61d66e489844b4fd8b","block_sha256":"1bcfaf34c7c2ebd67a2072a96ca5bbf84f8bb42078783b61d66e489844b4fd8b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_2538912a-55b5-4e26-970e-ad7b427b702c"},{"id":"occ_0fd3c3cbd90270b174a42ee1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_2733bbf2-5c0d-452b-8ec4-e33a0efa33f6","section_id":"sec_484ddc59-80bb-45cd-8314-9d02fe6ef1eb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMほど近くはないけれど、店にとって絶対必要です。","quote_start":0,"quote_end":26,"text_sha256":"912a9aee144720fc2954d0ba6a427add2ee8e55e575ad50dd790105e5d231fc8","block_sha256":"912a9aee144720fc2954d0ba6a427add2ee8e55e575ad50dd790105e5d231fc8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_2733bbf2-5c0d-452b-8ec4-e33a0efa33f6"},{"id":"occ_3d1180ade42d77deb89b4d6d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_29c32106-6dea-4f9e-9d63-014f5371a66b","section_id":"sec_2b4ee7b7-df45-49a6-aab0-fcf9521879c5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":119,"end":122,"exact":"HBM","quote":" NVMe** と **内部8×3.84TB NVMe** で、重要ではあるものの、1台の価値の中心がGPU/HBM/ネットワークであることは構成から見て取れます。  \n一方で、推論、RAG、ベクトルDB、KV cache offload の世界ではSSD需要が強くなります。Micronはまさにこの用途で **デー","quote_start":64,"quote_end":222,"text_sha256":"0727889f1d69119a70ff337c4faca3ed281d876253765e6976018d24949f6964","block_sha256":"0727889f1d69119a70ff337c4faca3ed281d876253765e6976018d24949f6964","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_29c32106-6dea-4f9e-9d63-014f5371a66b"},{"id":"occ_ac4835f1feb1e418b0e4596f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_2c756692-d159-4c4e-92e5-9ea721069eed","section_id":"sec_b339b090-a946-42bf-9f4f-6f95731ecc15","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはまさにそれです。","quote_start":0,"quote_end":12,"text_sha256":"076ce018c58232cf49c7f760f4de8a686a7c0dcd68ae58ecb96b035fa0078777","block_sha256":"076ce018c58232cf49c7f760f4de8a686a7c0dcd68ae58ecb96b035fa0078777","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_2c756692-d159-4c4e-92e5-9ea721069eed"},{"id":"occ_24ac054c4936988bd71e8ae4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_2c89d76a-371e-4e00-9797-a87b4ab7006b","section_id":"sec_9037dc85-459a-4cb0-bd2c-3a3ede1bf6ab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"AI GPUではここが極めて重要です。  \nGPUダイだけでは製品にならず、  \nHBMと一緒に **CoWoS などの先端パッケージ** に載せて、巨大な1つの高性能製品にします。","quote_start":0,"quote_end":91,"text_sha256":"9071354b11b2b8604251ab3b0fe8c36609b75a006e230b2e6caa70666f089c4d","block_sha256":"9071354b11b2b8604251ab3b0fe8c36609b75a006e230b2e6caa70666f089c4d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_2c89d76a-371e-4e00-9797-a87b4ab7006b"},{"id":"occ_d38047687e1034b3ae78aba5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_2f97caba-de5e-4b85-ad91-205f2ee9f584","section_id":"sec_bc6f9dde-6099-4e1c-ad3d-b9c7b6780a1b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"NAND は **HBMほど package/thermal が前に出ない一方、memory/custom 比率が高い** ので、売上の落ち先はかなり素直に **Synopsys の Memory Solutions と C","quote_start":0,"quote_end":112,"text_sha256":"54c3e716c7a1171901a568880e7612cb4046cc40280faac8e886c856c7e1d21a","block_sha256":"54c3e716c7a1171901a568880e7612cb4046cc40280faac8e886c856c7e1d21a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_2f97caba-de5e-4b85-ad91-205f2ee9f584"},{"id":"occ_1845456c569b5cfe00c3bfea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_309fc3ba-2262-4168-89b5-eae003b52f3a","section_id":"sec_66a807c2-6109-4937-8479-774b7e91dcb7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"**投資家メモ**  \nHBMが増えるほど、Synopsys では **Memory + 3DIC + Signoff +（Ansys由来の）PI/thermal** が太りやすい、という見方がしやすいです。 ([synopsys","quote_start":0,"quote_end":115,"text_sha256":"e16b1d04d7d76fc42ecb547d399a215adc37145290f57186cb23b13ca4fc02d1","block_sha256":"e16b1d04d7d76fc42ecb547d399a215adc37145290f57186cb23b13ca4fc02d1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_309fc3ba-2262-4168-89b5-eae003b52f3a"},{"id":"occ_972fe93765a911e18acca194","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_326e1b3d-5f80-4268-9056-e8dc826de503","section_id":"sec_484ddc59-80bb-45cd-8314-9d02fe6ef1eb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが手元の材料棚なら、SSDは","quote_start":0,"quote_end":17,"text_sha256":"afdef76cbf73a21741f24cb604a3f179be2256a85327bf74baf7257d47e2200e","block_sha256":"afdef76cbf73a21741f24cb604a3f179be2256a85327bf74baf7257d47e2200e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_326e1b3d-5f80-4268-9056-e8dc826de503"},{"id":"occ_3242e6ffdbc999fb430e014a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_3af51c27-0b05-4b9d-8747-e9b0af87a58b","section_id":"sec_62ce10b0-8ff6-450b-af10-69adc7927cd8","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":87,"end":90,"exact":"HBM","quote":"GPUは **「GPUダイを作って終わり」ではありません。**  \n**GPU本体のロジックダイ** と **HBMメモリ** を、シリコンインターポーザやRDLインターポーザを使って近接統合し、巨大な1つの高性能パッケージにします。CoWoS-S は logic chiplets と HBM cubes を統合す","quote_start":32,"quote_end":190,"text_sha256":"40676de808f156158c10dc4293c85d8dee027b4af92210e389e1b5c3d3e44908","block_sha256":"40676de808f156158c10dc4293c85d8dee027b4af92210e389e1b5c3d3e44908","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_3af51c27-0b05-4b9d-8747-e9b0af87a58b"},{"id":"occ_164a234ab6da5fba5a97c5c3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_403510ae-0607-4213-8aae-0ea782887037","section_id":"sec_21ddf1c6-09b2-45ad-917e-3acd651b870e","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"**2番目にお金が落ちやすい場所**です。  \nしかもHBMは、普通のDRAMより **高付加価値・高難度** の製品として売上と利益が乗りやすいです。Micronは、データセンター向け製品は業界でもっとも複雑で高価値な製品群の一部だとし、HBM事業は2025","quote_start":0,"quote_end":130,"text_sha256":"99eb040637e1820167d146bd4208a4c0afc6efbea7e8f6a132d24c1ee7047a13","block_sha256":"99eb040637e1820167d146bd4208a4c0afc6efbea7e8f6a132d24c1ee7047a13","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_403510ae-0607-4213-8aae-0ea782887037"},{"id":"occ_de41a0ccb65c24de51009c31","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_4b7f4c8e-6768-4ab1-8e19-40e023fbe06e","section_id":"sec_257a4ca4-8483-47c2-8175-e478c2e30892","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM/DRAM本体では、**メモリセル、周辺回路、I/O、タイミング回路**の比重が大きいので、主役は custom IC / analog / mixed-signal 系です。Synopsys は C","quote_start":0,"quote_end":103,"text_sha256":"21571adbcae77a2ddcacfb1154c1baecf6d79728039a140e372a7d075aedbd9e","block_sha256":"21571adbcae77a2ddcacfb1154c1baecf6d79728039a140e372a7d075aedbd9e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_4b7f4c8e-6768-4ab1-8e19-40e023fbe06e"},{"id":"occ_9cc4bb64dfa34af0a904d9f6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_4c191155-d934-4239-b104-7c643dba3c59","section_id":"sec_9037dc85-459a-4cb0-bd2c-3a3ede1bf6ab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"- 先端パッケージ担当\n- 組立工程側\n- HBM連携側\n- 製品化担当","quote_start":0,"quote_end":36,"text_sha256":"90c9029083528cdfe70fc1d89415f89b2bd153ef8f410a9ee0b693bc6e0f9378","block_sha256":"90c9029083528cdfe70fc1d89415f89b2bd153ef8f410a9ee0b693bc6e0f9378","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_4c191155-d934-4239-b104-7c643dba3c59"},{"id":"occ_a5da6c3b9cfc149bc3d15aaf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_4dde2124-5028-4ac3-b919-01efae432729","section_id":"sec_62ce10b0-8ff6-450b-af10-69adc7927cd8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":136,"end":139,"exact":"HBM","quote":"** の先端パッケージ技術で、AI やスーパーコンピューティング向けに、**logic chiplets と HBM cubes を高密度インターコネクトで統合できる** と説明されています。NVIDIA も年次報告書で **CoWoS technology を利用している** と明記しています。 ([3dfabr","quote_start":81,"quote_end":239,"text_sha256":"3e23c8fed712ff4db4fe369665a76d0ee39e4ac2ca65d342ac25c0291d8f82a9","block_sha256":"3e23c8fed712ff4db4fe369665a76d0ee39e4ac2ca65d342ac25c0291d8f82a9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_4dde2124-5028-4ac3-b919-01efae432729"},{"id":"occ_7ea290b8e9ee7005570f9e68","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_5481c47c-af30-4dfa-9a9c-35954e5f33b7","section_id":"sec_87a6f515-ae91-4fb8-903b-cc8f0423d73a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"- **HBM/DRAM**: **Synopsys本丸**、ただし **HBMはAnsys上乗せ大**。 ([synopsys.com](https://www.synopsys.com/memory.html?","quote_start":0,"quote_end":107,"text_sha256":"10180b01510e331d0b34c06eb9a397c099bc00807cd2c42fc78ab1cf68ba9279","block_sha256":"10180b01510e331d0b34c06eb9a397c099bc00807cd2c42fc78ab1cf68ba9279","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_5481c47c-af30-4dfa-9a9c-35954e5f33b7"},{"id":"occ_0ccb900435c654527830e3bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_55048dfe-0efc-47e9-b752-ca4816e16fa2","section_id":"sec_10a6b98a-f80b-4433-8f38-5f6574ca6ec5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"- 起動するか\n- 期待周波数に届くか\n- 電力や温度は想定内か\n- HBMが正常か\n- 長時間動作で落ちないか\n- ベンチや実アプリで性能が出るか","quote_start":0,"quote_end":74,"text_sha256":"f2ad0d757f02eb62c00e00700aace5007bd154715cdfb24cccb682e00b30d316","block_sha256":"f2ad0d757f02eb62c00e00700aace5007bd154715cdfb24cccb682e00b30d316","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_55048dfe-0efc-47e9-b752-ca4816e16fa2"},{"id":"occ_8a5ac37a8a431fb4117c7dba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_55e3b55b-825d-46b2-93f3-f27171bf7338","section_id":"sec_653e5ab2-2c59-411a-988c-74751ea3b539","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"**要するに**  \nHBM/DRAMは、\\*\\*「デジタルSoCよりも custom memory / analog 寄り」**で、HBMだけさらに**「先端パッケージEDAが必須」\\*\\*になります。 ([Synopsys]","quote_start":0,"quote_end":114,"text_sha256":"4c0713346fd1b6005eaea9d1ba9a82e461a567706a21e7c292fbc0b41bbd2a95","block_sha256":"4c0713346fd1b6005eaea9d1ba9a82e461a567706a21e7c292fbc0b41bbd2a95","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_55e3b55b-825d-46b2-93f3-f27171bf7338"},{"id":"occ_c927a2829d80507a606d4d29","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_567bb609-4dc7-410a-8bbd-fa0f6e885f75","section_id":"sec_fcd79bce-4723-4232-9046-a18f1f2a3ee0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"- **GPU**\n- **CPU**\n- **HBM**\n- **SSD**\n- **NIC**\n- **スイッチ**\n- **サーバー**\n- **ラック**\n- **データセンター全体**","quote_start":0,"quote_end":97,"text_sha256":"4bd1bce4847304c7089c2fe75e5168418e302a7c1b55dd14006479f5dfd390b4","block_sha256":"4bd1bce4847304c7089c2fe75e5168418e302a7c1b55dd14006479f5dfd390b4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_567bb609-4dc7-410a-8bbd-fa0f6e885f75"},{"id":"occ_f5a6078511d04c05407a6853","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_652c2369-a11f-4218-b9b5-55d4473bb835","section_id":"sec_615f6bcb-0ecd-4cf9-bd29-ddbc445ea0a2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":71,"end":74,"exact":"HBM","quote":"に仕上げる**  \n→ メインと付け合わせとソースを最適に配置し、一皿として性能を完成させる  \n= GPUとHBMの近接統合、先端パッケージ","quote_start":16,"quote_end":87,"text_sha256":"9519746660487d1bba99a6c08e18e13a61008df55b767d08b96cefe09eae09d4","block_sha256":"9519746660487d1bba99a6c08e18e13a61008df55b767d08b96cefe09eae09d4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_652c2369-a11f-4218-b9b5-55d4473bb835"},{"id":"occ_e7cbb8821994c4c8907648d3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_6736f714-d873-4df3-81de-fd5bad0ce1aa","section_id":"sec_f3c2741b-ac14-496a-94e4-1992fe3f2706","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"- パッケージ後でも正常か\n- HBM接続込みで問題ないか\n- 高負荷で安定するか\n- 初期不良がないか","quote_start":0,"quote_end":52,"text_sha256":"d6b5b99c1cc133a460f8c2d8613f3138996e30355ba8bb68781af8723a66f108","block_sha256":"d6b5b99c1cc133a460f8c2d8613f3138996e30355ba8bb68781af8723a66f108","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_6736f714-d873-4df3-81de-fd5bad0ce1aa"},{"id":"occ_354835cea57829599fcad996","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_6d792773-3c93-4536-984d-0a8111eaf6eb","section_id":"sec_c36ab156-6141-4648-a9e1-90ca881c8808","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"この表は、各社の公式製品群と、HBM/DRAM・NAND・高速I/O・巨大デジタルSoCが要求する設計作業を突き合わせた**私の推定地図**です。以下で、どこにお金が落ちやすいかを製品ごとに言い換えます。 ([synopsys.com]","quote_start":0,"quote_end":118,"text_sha256":"c4eaa9d15a27bc108c543fa80e0f518b361a79fb3b765b1a72e8a8cf6ff7c1dc","block_sha256":"c4eaa9d15a27bc108c543fa80e0f518b361a79fb3b765b1a72e8a8cf6ff7c1dc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_6d792773-3c93-4536-984d-0a8111eaf6eb"},{"id":"occ_e2da368c057f92d1ea0bf1d4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_702c1365-e913-49af-a61a-44cdbf89518a","section_id":"sec_ab345c53-36d0-451c-88a5-6c3167ffcd84","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"「この世代は演算器をどれくらい増やすか」  \n「HBM帯域はこれで足りるか」  \n「NVLinkを何本にするか」  \n「消費電力上限の中で、どこに予算を振るか」","quote_start":0,"quote_end":80,"text_sha256":"1367d03cd98daee3b84c3cebc8ae85a8a81f8af7b874a72bed67f5ac2f9cec73","block_sha256":"1367d03cd98daee3b84c3cebc8ae85a8a81f8af7b874a72bed67f5ac2f9cec73","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_702c1365-e913-49af-a61a-44cdbf89518a"},{"id":"occ_96d9d8ae0a327a1e9d1a9f20","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_733ccc41-0c77-4481-8d48-3c2f24c4c219","section_id":"sec_93b84e3f-c8ee-49b2-99d2-ea6a6605bece","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"## \\3. HBMは何か","quote_start":0,"quote_end":13,"text_sha256":"7606b441bfca66a7ee90b7e3089f9003f351b9ab0c0a7dd51f43338560ac40d4","block_sha256":"7606b441bfca66a7ee90b7e3089f9003f351b9ab0c0a7dd51f43338560ac40d4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_733ccc41-0c77-4481-8d48-3c2f24c4c219"},{"id":"occ_c68d6145b3263eb20a987b88","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_73fd74c9-d088-456a-9bc4-2ae5f794cca6","section_id":"sec_ca6628e7-36bd-4bfe-9f22-0e45a8c410e4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"**CoWoS / 先端パッケージ**  \n= GPUダイとHBMを高密度につなぎ、AI GPUとして成立させる超重要工程。 ([3dfabric.tsmc.com](https://3dfabric.tsmc.com/english/dedicatedFoundr","quote_start":0,"quote_end":133,"text_sha256":"b19032c49ae2125e7b2df741070512a9d6d9d2b6d53164ba1be4e2f77f98e6d8","block_sha256":"b19032c49ae2125e7b2df741070512a9d6d9d2b6d53164ba1be4e2f77f98e6d8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_73fd74c9-d088-456a-9bc4-2ae5f794cca6"},{"id":"occ_d64bd008b68f8d883267311e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_741391ed-c5e7-4e4b-81db-054e68250b81","section_id":"sec_25b0d9ad-457a-4e2d-944c-cdb8aba027b7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM/DRAM**  \n→ メモリそのものを作るので **custom memory + 3D/package** が主役。 ([Synopsys](https://www.synopsys.com/me","quote_start":0,"quote_end":105,"text_sha256":"8806599137fec90473bcf2e72cf4a50cda841b4258250afb387203db83764bc2","block_sha256":"8806599137fec90473bcf2e72cf4a50cda841b4258250afb387203db83764bc2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_741391ed-c5e7-4e4b-81db-054e68250b81"},{"id":"occ_788649bee9e6251390e7d646","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_7655addc-e1d7-46b7-8d2c-faeb87573fcf","section_id":"sec_66a807c2-6109-4937-8479-774b7e91dcb7","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":44,"end":47,"exact":"HBM","quote":"ここは **Synopsys に最もお金が落ちやすい領域の1つ** です。  \n理由は、HBM/DRAM が **memory 専用フロー** と **custom/analog** と **3D/advanced packaging** を同時に必要とするからです。Synopsys は Me","quote_start":0,"quote_end":147,"text_sha256":"83daee68f6783e3c666ea1a645295e38e5cfae92258dd103237ec8296b653a08","block_sha256":"83daee68f6783e3c666ea1a645295e38e5cfae92258dd103237ec8296b653a08","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_7655addc-e1d7-46b7-8d2c-faeb87573fcf"},{"id":"occ_ee9c1c92b3789a743432ba28","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_77cb23b7-31c3-41f3-a7b7-296ee287f4d7","section_id":"sec_10281e16-aeb3-465f-b7f7-7686e705f40d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"## \\1. HBM / DRAM ではどこで何を使うか","quote_start":0,"quote_end":28,"text_sha256":"d5d1b5b72520ed867b854226d5707197e416db7974ec63746d27c858578e9200","block_sha256":"d5d1b5b72520ed867b854226d5707197e416db7974ec63746d27c858578e9200","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_77cb23b7-31c3-41f3-a7b7-296ee287f4d7"},{"id":"occ_c490e8ab5ed0f96dc46da18f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_7a6af168-341e-415a-a3ad-c0ae124e92bd","section_id":"sec_53c84022-b474-4011-94b8-d3848c7dae5b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"ここでは、容量、帯域、電力、レイテンシ、I/O構成、リフレッシュやトレーニングの成立性を決めます。  \nHBMになると、**ダイ単体ではなく多ダイ/先端パッケージ込み**で成立させる必要があるので、普通のDRAMより早い段階から 2.5D/3D の co-design が入ります。Synopsys 3DIC ","quote_start":0,"quote_end":155,"text_sha256":"77464a6224703e407672eb607db1cee04d935b7b67f03538ccc16e0753f4ca2c","block_sha256":"77464a6224703e407672eb607db1cee04d935b7b67f03538ccc16e0753f4ca2c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_7a6af168-341e-415a-a3ad-c0ae124e92bd"},{"id":"occ_97d902f55c70e63312d544a3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_82e06bb0-065b-4794-957e-b956d54c9594","section_id":"sec_dda88d46-69d9-4e24-b7a0-8bc2776c9e7a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"- GPUとHBMが遠いと遅い\n- 配線が長いと電力が無駄\n- まとめ方が悪いと熱も厳しい","quote_start":0,"quote_end":45,"text_sha256":"d88a5f341de89608baccec1cffeee2499cffd7510cd3bcc5c42d1dacd54ab552","block_sha256":"d88a5f341de89608baccec1cffeee2499cffd7510cd3bcc5c42d1dacd54ab552","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_82e06bb0-065b-4794-957e-b956d54c9594"},{"id":"occ_53b7007a3845b7cc2a1ddce3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_89dc1929-315a-4dce-adda-761bbeb96ada","section_id":"sec_9b2ba8aa-0525-4a1e-a06a-95975d929f4b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":107,"end":110,"exact":"HBM","quote":"- パッケージをどれだけ大型化するか  \n  といった大方針です。AI GPUでは、**GPU本体だけでなく HBM とパッケージまで含めて製品設計**になります。NVIDIA自身もメモリを外部から調達しており、年次報告書では SK hynix、Micron、Samsung からメモリを購入するとしています。 ([","quote_start":52,"quote_end":210,"text_sha256":"32bdae208779a54dddeb59aa072be7127158ba3a57e1b114315b361a6c211c09","block_sha256":"32bdae208779a54dddeb59aa072be7127158ba3a57e1b114315b361a6c211c09","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_89dc1929-315a-4dce-adda-761bbeb96ada"},{"id":"occ_f559cbc608592c1fd00de593","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_8edb02ce-0b37-48da-9c28-a1a36afb67b2","section_id":"sec_93b84e3f-c8ee-49b2-99d2-ea6a6605bece","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"だから HBM は、  \n**厨房の奥の大型倉庫ではなく、シェフの肘のすぐ横にある超高性能な材料棚**  \nです。","quote_start":0,"quote_end":57,"text_sha256":"bcf335bcedfff901947b40327d6e87cacf0fe09f80817fa543e04e84c4faaa79","block_sha256":"bcf335bcedfff901947b40327d6e87cacf0fe09f80817fa543e04e84c4faaa79","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_8edb02ce-0b37-48da-9c28-a1a36afb67b2"},{"id":"occ_cbe4c0a84ae87ed1b101724a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_96e7f680-c2e9-44d0-aea9-1edc594f6437","section_id":"sec_b339b090-a946-42bf-9f4f-6f95731ecc15","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"GPUがどれだけ強くても、HBMが遅かったり遠かったりすると、  \n料理で言えば","quote_start":0,"quote_end":40,"text_sha256":"bc1c28031e0c77228e8eb5a9a15902a5aa9713e3874a443229c2c08a7fe2ed32","block_sha256":"bc1c28031e0c77228e8eb5a9a15902a5aa9713e3874a443229c2c08a7fe2ed32","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_96e7f680-c2e9-44d0-aea9-1edc594f6437"},{"id":"occ_8035ded57425762157c26819","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_9c3f1679-2628-44c2-8a06-f61a424d8ace","section_id":"sec_2d495d61-0928-429c-8a57-7519b8803e50","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"つまり、  \n**GPU単体が料理の全部ではなく、HBM・基板・サーバーまで含めて初めて“ちゃんと食べられるフルコース”になる**  \nというイメージです。","quote_start":0,"quote_end":78,"text_sha256":"d55a972a245d52f0684527cd34b4878750b6a9486705db640dc290a59aafe0fe","block_sha256":"d55a972a245d52f0684527cd34b4878750b6a9486705db640dc290a59aafe0fe","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_9c3f1679-2628-44c2-8a06-f61a424d8ace"},{"id":"occ_86aae273090c183383b4e438","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_9c71fbed-c9a3-42aa-a303-3eafd8b3c682","section_id":"sec_b408517f-f7ef-419c-9415-2e882e191059","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"- **一番大きな金額が落ちる**のは **GPU**\n- **一番おいしい周辺部材**は **HBM**\n- **クラスタが巨大になるほど伸びる**のは **NIC とスイッチ**\n- **推論/RAGが広がるほど効く**のは **SSD** です。 ([Micron Technology](htt","quote_start":0,"quote_end":151,"text_sha256":"0401bfa343e42305679a3f82d680245f3a9115ae1328ea4b103c5c7eaebf43f2","block_sha256":"0401bfa343e42305679a3f82d680245f3a9115ae1328ea4b103c5c7eaebf43f2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_9c71fbed-c9a3-42aa-a303-3eafd8b3c682"},{"id":"occ_0c0c078a3bf31edeaaa31250","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_9e08fd5d-37c0-4e57-84bd-7f07b79edc56","section_id":"sec_dbb958a6-6423-4707-84af-c2831c70d04e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"**GPU = メイン料理**  \n**HBM = その味を決める超重要ソース**  \n**基板 = 配膳トレー**  \n**サーバー = 1人前のコース**  \n**ラック = 宴会を回す店の提供ライン**","quote_start":0,"quote_end":104,"text_sha256":"f779bac3a009055db5667334bdd157109550df517b3eb1fc3793ca896a02ea22","block_sha256":"f779bac3a009055db5667334bdd157109550df517b3eb1fc3793ca896a02ea22","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_9e08fd5d-37c0-4e57-84bd-7f07b79edc56"},{"id":"occ_f02e705861ed3dddf9b4fa67","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_a25ea769-40cc-447c-8265-5f26fd451c85","section_id":"sec_7aa06e4e-6ecd-441c-b34b-73ebab72e5c5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"- どの市場向けか\n- どれくらい速くしたいか\n- 消費電力はどこまで許すか\n- HBMを何個載せるか\n- NVLinkやPCIeをどうするか\n- コストやダイサイズをどうするか","quote_start":0,"quote_end":89,"text_sha256":"7d0ac6ff444604e0846fb1f5e9373daf26b9c00a324904ac34a6f39296236ae7","block_sha256":"7d0ac6ff444604e0846fb1f5e9373daf26b9c00a324904ac34a6f39296236ae7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_a25ea769-40cc-447c-8265-5f26fd451c85"},{"id":"occ_5fb238a50e20c51d32ce5318","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_a44809e2-aa0e-4b94-ac5b-882d9c0a8a49","section_id":"sec_bdf0f83a-3199-4b84-9c90-2e76181d4891","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"**学習クラスター**では  \n**GPU → HBM → スイッチ/NIC → SSD**  \nの順で見た方が実態に近いです。巨大学習では、GPUの次にHBMが重く、その次にクラスタネットワークが効いてきます。 ([NVIDIA](https://ww","quote_start":0,"quote_end":127,"text_sha256":"96009cbc5071d3bc7d38f1089c1783e97ed06ecbb88382ff66296ac2c34522cf","block_sha256":"96009cbc5071d3bc7d38f1089c1783e97ed06ecbb88382ff66296ac2c34522cf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_a44809e2-aa0e-4b94-ac5b-882d9c0a8a49"},{"id":"occ_06f18bacb918bba1c8f30903","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_ac90e480-305f-4009-8068-25de5a5a8b77","section_id":"sec_bdf0f83a-3199-4b84-9c90-2e76181d4891","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"**推論/RAG/ベクトルDB寄り**では  \n**GPU → HBM → ネットワーク → SSD**  \nですが、SSDの比重が学習時より上がります。MicronがAI推論用途でKV cache tieringとvector databaseをSSD需要要因として挙","quote_start":0,"quote_end":135,"text_sha256":"2133a9d04202ff7f347d75bd7a6e938e040cb8389afe30d0590bf511044a89c0","block_sha256":"2133a9d04202ff7f347d75bd7a6e938e040cb8389afe30d0590bf511044a89c0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_ac90e480-305f-4009-8068-25de5a5a8b77"},{"id":"occ_f53142198d3c75021342a4a9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_ae4dfb7d-3b16-4c7e-a0b2-98fe457a0f03","section_id":"sec_da353e09-7d11-4e68-a53e-d404703c5260","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"AIチップも同じで、GPU本体だけ作って終わりではなく、  \n**HBMメモリをすぐ近くに置いて、超短距離でつなぎ、一体の高性能パッケージにする**ことが重要です。TSMC の CoWoS は、ロジックチップと HBM を高密度インターポーザ上で統合する先端パッケージ技術","quote_start":0,"quote_end":136,"text_sha256":"e3714ce8b6ab41e82cc721dbb080af4ba165eb84198eff6e138f314f37629be2","block_sha256":"e3714ce8b6ab41e82cc721dbb080af4ba165eb84198eff6e138f314f37629be2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_ae4dfb7d-3b16-4c7e-a0b2-98fe457a0f03"},{"id":"occ_0d8bb1bfd74459c7bc8ebde9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_af9f7845-2b5c-4b57-a147-212fac54f8fe","section_id":"sec_c00cf83a-91b0-449d-8a08-8e3ba4091223","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"### HBM","quote_start":0,"quote_end":7,"text_sha256":"018f25d4d5811a1f247d631a338f1b8ab5561294aebb91c09e41589f32834eb9","block_sha256":"018f25d4d5811a1f247d631a338f1b8ab5561294aebb91c09e41589f32834eb9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_af9f7845-2b5c-4b57-a147-212fac54f8fe"},{"id":"occ_0e82a3d023f0cd9784b0b857","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_c050f756-0bd3-447e-84c8-e3024b68bda3","section_id":"sec_cec98bd0-8608-4d10-b45a-b45b8a329550","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"- **メモリは回路屋とレイアウト屋**\n- **HBMはそこにSI/PI屋が強く乗る**\n- **トランシーバーは回路屋とSI/PI屋**\n- **スイッチASICは検証屋とレイアウト屋**","quote_start":0,"quote_end":96,"text_sha256":"846548b6a9dc32d6fa7feddeaf3ca04b8d7735f99386250618557d04669eff08","block_sha256":"846548b6a9dc32d6fa7feddeaf3ca04b8d7735f99386250618557d04669eff08","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_c050f756-0bd3-447e-84c8-e3024b68bda3"},{"id":"occ_5a1c70ac46b86fb87ea30813","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_c175039d-57c6-4a5f-a49f-c5eeb4857833","section_id":"sec_88ead90f-a526-4010-8169-eb728bb1a6e0","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM3e"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"**1台のAIサーバーで見たお金の落ち先**  \n**GPU \\> HBM \\> NIC \\> SSD**  \nです。NVIDIAのDGX B200は、1台に **8基のBlackwell GPU**、合計 **1,440GBのHBM3e**、**8本のConnectX-7","quote_start":0,"quote_end":137,"text_sha256":"bb45d5fd4cb8315ef8b1acb455f1b7432dcc010a8db184ceb8ed3f8896eebb0a","block_sha256":"bb45d5fd4cb8315ef8b1acb455f1b7432dcc010a8db184ceb8ed3f8896eebb0a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_c175039d-57c6-4a5f-a49f-c5eeb4857833"},{"id":"occ_bfe78156afe4867798a2a242","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_c4527dfd-e48f-49ab-a3f6-008b0832f556","section_id":"sec_66a807c2-6109-4937-8479-774b7e91dcb7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"## \\1. HBM / DRAM","quote_start":0,"quote_end":17,"text_sha256":"328429d2d2ee87c7b77cfe295fca8991dee9fe19a14a8fb57280416aee1182aa","block_sha256":"328429d2d2ee87c7b77cfe295fca8991dee9fe19a14a8fb57280416aee1182aa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_c4527dfd-e48f-49ab-a3f6-008b0832f556"},{"id":"occ_7abee7ad012143c1e306ae13","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_c5aa69d2-8e7b-4469-9390-60283ba4da8c","section_id":"sec_653e5ab2-2c59-411a-988c-74751ea3b539","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでは、**TSV/積層/インターポーザ/多ダイ接続/熱/電源** が一気に重くなります。Synopsys 3DIC Compiler は power/signal integrity、thermal、","quote_start":0,"quote_end":103,"text_sha256":"b4fcecae7546b96ccc93211614231d0d83413a5d720e7c867a1ddce6196aea5c","block_sha256":"b4fcecae7546b96ccc93211614231d0d83413a5d720e7c867a1ddce6196aea5c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_c5aa69d2-8e7b-4469-9390-60283ba4da8c"},{"id":"occ_1d0718d016cc547d177e31c6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_c68e50c4-7b02-41c4-94f1-2c8717ffab3f","section_id":"sec_86d6fa7e-eaa3-469c-a6fb-33b048f18438","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"## GPU・HBM・SSD・NIC・スイッチのどこにお金が落ちやすいか","quote_start":0,"quote_end":36,"text_sha256":"875cdfe1262def7a824cabb46ab1cf51e9f1525fbe61b6ec4d1abba4b2875d8a","block_sha256":"875cdfe1262def7a824cabb46ab1cf51e9f1525fbe61b6ec4d1abba4b2875d8a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_c68e50c4-7b02-41c4-94f1-2c8717ffab3f"},{"id":"occ_f5c86e0ed19c10b636fa6401","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_d52e48db-dfa9-4137-9d0e-013c547d0664","section_id":"sec_653e5ab2-2c59-411a-988c-74751ea3b539","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"### HBMだけ追加で重いところ","quote_start":0,"quote_end":17,"text_sha256":"aeac5e232342669c9f426fade5b8c9f14a1e7237ff361c7b75d2dcdb0523ec07","block_sha256":"aeac5e232342669c9f426fade5b8c9f14a1e7237ff361c7b75d2dcdb0523ec07","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_d52e48db-dfa9-4137-9d0e-013c547d0664"},{"id":"occ_a64e4521a794f96371b91a7d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_d81470ee-2b45-4252-af7e-1f17fd1cf6e5","section_id":"sec_a15a81ef-6b01-4032-846d-3a1a9ae4911b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":81,"end":84,"exact":"HBM","quote":"回路、周辺回路を詰める\n- レイアウト屋: メモリアレイの並び、配線、寄生、密度を詰める\n- SI/PI屋: HBMではインターポーザ、スタック、電源、熱を詰める","quote_start":26,"quote_end":107,"text_sha256":"78dcdf9a6263b95f033d0eed2879490dd06dd0bc2ca2bdce5b1ac3874e111d0f","block_sha256":"78dcdf9a6263b95f033d0eed2879490dd06dd0bc2ca2bdce5b1ac3874e111d0f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_d81470ee-2b45-4252-af7e-1f17fd1cf6e5"},{"id":"occ_b808875f3fcb353cc13a9c5c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_dac7d1a1-258b-4f2e-a07a-08ac5d1d668b","section_id":"sec_aae5cdda-0c95-48cf-af2b-a4117ee9ee42","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"シェフの手元に必要材料を並べる  \n= **HBM**","quote_start":0,"quote_end":27,"text_sha256":"8abd9a8590952668ea128732f49bb394c17d13df6b8ecc8ba5b57115f1c6cf6a","block_sha256":"8abd9a8590952668ea128732f49bb394c17d13df6b8ecc8ba5b57115f1c6cf6a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_dac7d1a1-258b-4f2e-a07a-08ac5d1d668b"},{"id":"occ_37fddf641f5f9d51dedbb409","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_dc398a9d-882b-4fe1-aa01-36d04191c8be","section_id":"sec_a15a81ef-6b01-4032-846d-3a1a9ae4911b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"**ひとことで言うと**  \n**「メモリ専用の回路屋とレイアウト屋が主役。HBMだけはSI/PI屋も主役級」** です。  \n理由は、DRAM系はメモリアレイ・周辺回路・カスタム設計の比重が非常に高く、Synopsys も memory design を custom desig","quote_start":0,"quote_end":141,"text_sha256":"16f57e23511082f97267bc5d9452b8c3d22e8c64f3c8250f0b281a23bc818ec7","block_sha256":"16f57e23511082f97267bc5d9452b8c3d22e8c64f3c8250f0b281a23bc818ec7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_dc398a9d-882b-4fe1-aa01-36d04191c8be"},{"id":"occ_ae5cb4a5b637473f49f827f5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_e1466fba-5a3d-4943-a5c9-ea9549ca56d1","section_id":"sec_274f197d-f404-4bc4-8dfa-e3fa232d7743","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":343,"end":346,"exact":"HBM","quote":"→ **Advantest系のテスト工程** でウェハーテスト  \n→ **CoWoS/パッケージ工程** でHBMと統合  \n→ **ファイナルテスト/SLT** で製品確認  \n→ **シリコン評価担当** が実機で立ち上げる  \n→ 問題があれば前の工程へ戻る","quote_start":288,"quote_end":421,"text_sha256":"152fb3759374a607323ee0ce1db539512f4ca82b82b53ee9e2ec1cf3ac074c10","block_sha256":"152fb3759374a607323ee0ce1db539512f4ca82b82b53ee9e2ec1cf3ac074c10","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_e1466fba-5a3d-4943-a5c9-ea9549ca56d1"},{"id":"occ_d9690700c326e656f871c995","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_e2d945c9-29d8-4167-9550-b3390b88a581","section_id":"sec_9b2ba8aa-0525-4a1e-a06a-95975d929f4b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":73,"end":76,"exact":"HBM","quote":"**です。  \nたとえば NVIDIA は「次のGPUは、どのAIモデル規模を狙うか」「何ワットまで許すか」「HBMを何スタック載せるか」「NVLinkやPCIeをどうするか」などを決めます。NVIDIAは製造そのものより、**製品設計・品質・顧客対応に資源を集中する**形を取っているので、ここが価値の出発点です。","quote_start":18,"quote_end":176,"text_sha256":"29a0176e476e4ed1d1080fdb22c67c2bd545aad238a04aa1912a5ecfdeca3d00","block_sha256":"29a0176e476e4ed1d1080fdb22c67c2bd545aad238a04aa1912a5ecfdeca3d00","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_e2d945c9-29d8-4167-9550-b3390b88a581"},{"id":"occ_5433707c21c3ae5a576441b8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_e4614603-12b4-4b0c-bfb3-f0e8191cce0a","section_id":"sec_935e972d-6492-4525-996e-3aa0ef30efdb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMやDRAMのようなメモリからnand、トランシーバーやスイッチでの工程","quote_start":0,"quote_end":41,"text_sha256":"09bb8f51dd788b51a6cbe115d9f54c9d793fedcb7ce29f77a0a454549affe7a4","block_sha256":"09bb8f51dd788b51a6cbe115d9f54c9d793fedcb7ce29f77a0a454549affe7a4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_e4614603-12b4-4b0c-bfb3-f0e8191cce0a"},{"id":"occ_a265051d87a36049c58b4470","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_e483146b-8a25-4b31-84c1-c535f5244bd6","section_id":"sec_e73e17af-a974-4ccc-853d-48f293c31246","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"- 複数チップを近くに並べる\n- HBM を近接配置する\n- 2.5D/3D実装する","quote_start":0,"quote_end":42,"text_sha256":"6452d3a4227c1448631a36f3d49c2984fa5d35e438ebe290d0be28f05a3daf51","block_sha256":"6452d3a4227c1448631a36f3d49c2984fa5d35e438ebe290d0be28f05a3daf51","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_e483146b-8a25-4b31-84c1-c535f5244bd6"},{"id":"occ_4dd1a7045b47289343d038c6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_e71a711d-1fc5-491f-bc30-576717dda288","section_id":"sec_2182e59f-f93b-41d5-8cf1-091ca9952b63","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"半導体なら、  \n「AI向けGPUにする」  \n「消費電力はここまで」  \n「性能はこのくらい」  \n「HBMを何個載せる」  \nを決めます。","quote_start":0,"quote_end":71,"text_sha256":"aa32698e395144fef31b7dc8e259cdaff215ef65890b433bf18d0f865534ee9d","block_sha256":"aa32698e395144fef31b7dc8e259cdaff215ef65890b433bf18d0f865534ee9d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_e71a711d-1fc5-491f-bc30-576717dda288"},{"id":"occ_66210aff55c9853a8a9e8de8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_e9f5758d-1b11-4915-8eba-80908cbd6f9a","section_id":"sec_88ead90f-a526-4010-8169-eb728bb1a6e0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"**データセンター全体で見たお金の落ち先**  \n**GPU \\> HBM \\> ネットワーク（スイッチ/NIC） \\> SSD/ストレージ**  \nが基本です。  \nただし、**学習中心**ならネットワーク比重が上がり、**推論・RAG・ベクトルDB中心**ならSSD比重","quote_start":0,"quote_end":137,"text_sha256":"b99b02828e4059bd3dba5e3091e3207dc3ea5ad49ee8c8f95f0ef23993765102","block_sha256":"b99b02828e4059bd3dba5e3091e3207dc3ea5ad49ee8c8f95f0ef23993765102","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_e9f5758d-1b11-4915-8eba-80908cbd6f9a"},{"id":"occ_2e3af9559a412bd7bca98f29","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_ea2f8c83-11e7-47c0-9d46-cbd8bae23770","section_id":"sec_62ce10b0-8ff6-450b-af10-69adc7927cd8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"## \\6. AI GPUでは、作っただけでは終わらない。CoWoSでHBMと一体化する","quote_start":0,"quote_end":44,"text_sha256":"32fe1aa03d61fc8c887d271006e8a7d89305aee2988a99a1f47cecbca8de95ac","block_sha256":"32fe1aa03d61fc8c887d271006e8a7d89305aee2988a99a1f47cecbca8de95ac","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_ea2f8c83-11e7-47c0-9d46-cbd8bae23770"},{"id":"occ_e349873870f7b7783ec6f232","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_ed65a7dc-90a5-4717-9397-3166a8e1084d","section_id":"sec_a15a81ef-6b01-4032-846d-3a1a9ae4911b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"### \\1. HBM / DRAM","quote_start":0,"quote_end":18,"text_sha256":"b148f916ff72894c4bf5e4cee67649f59eda037fbceec29d55debd428b5ff4b6","block_sha256":"b148f916ff72894c4bf5e4cee67649f59eda037fbceec29d55debd428b5ff4b6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_ed65a7dc-90a5-4717-9397-3166a8e1084d"},{"id":"occ_430a5e05ace568526eb4876a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_eec9e058-1da5-4884-a4db-9322893756ff","section_id":"sec_065729e7-b75a-4509-9070-2fe3d89ca067","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"**ひとことで言うと**  \n**「NANDも基本はメモリ屋の世界。HBMほどパッケージSI/PIは前に出ない」** です。  \nNANDもメモリアレイと周辺回路の custom / memory flow が中心で、Synopsys は memory solutions ","quote_start":0,"quote_end":137,"text_sha256":"c8d6f90ea9a20f43db0fc46ea28540b593cd4f5f166157633ffbf3c3dad10376","block_sha256":"c8d6f90ea9a20f43db0fc46ea28540b593cd4f5f166157633ffbf3c3dad10376","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_eec9e058-1da5-4884-a4db-9322893756ff"},{"id":"occ_f8bf905f5dd6fa836d4dff28","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_f027fba3-320f-4968-a5a0-cb3dcdc06b62","section_id":"sec_2d495d61-0928-429c-8a57-7519b8803e50","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"- **GPU** = メインディッシュ\n- **HBM** = メインのすぐ横にある超重要な濃縮ソース・付け合わせ\n- **パッケージ/インターポーザ** = メインとソースを最適な距離で載せる特注プレート\n- **基板（PCB）** = その皿を載せる","quote_start":0,"quote_end":128,"text_sha256":"a33c4b0cea6559b907d832b1db35e7d73b7d0df6918895501ee300636fa1a05d","block_sha256":"a33c4b0cea6559b907d832b1db35e7d73b7d0df6918895501ee300636fa1a05d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_f027fba3-320f-4968-a5a0-cb3dcdc06b62"},{"id":"occ_bedba3fe74635a1f73e4eae0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_f31e7c73-5b77-4b2e-bb35-d31fce587fac","section_id":"sec_b339b090-a946-42bf-9f4f-6f95731ecc15","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"だからHBMは、ただのメモリではなく、  \n**“メインの実力を引き出すために、ぴったり寄り添う高級ソース”**  \nみたいな存在です。","quote_start":0,"quote_end":68,"text_sha256":"f2421639b5347bc6ceef67f252b16c971f76e35cb153d7b8c210d89ab31e5356","block_sha256":"f2421639b5347bc6ceef67f252b16c971f76e35cb153d7b8c210d89ab31e5356","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_f31e7c73-5b77-4b2e-bb35-d31fce587fac"},{"id":"occ_b09bbd2f3749078ab10cbf36","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_f50cab67-afbd-4404-8de2-1c425cef2f70","section_id":"sec_b339b090-a946-42bf-9f4f-6f95731ecc15","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"## \\2. HBMは何に当たるか","quote_start":0,"quote_end":17,"text_sha256":"cec2e862dfd867f69237b4636092f21eaf10b633441b926fef442514356ffc73","block_sha256":"cec2e862dfd867f69237b4636092f21eaf10b633441b926fef442514356ffc73","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_f50cab67-afbd-4404-8de2-1c425cef2f70"},{"id":"occ_79cc479d350400ae3e83ce9a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_f713aa9a-9d8a-4de0-9eb9-4a4ae189f5fb","section_id":"sec_703da90c-28d2-4248-af42-e69a437d8992","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":154,"end":157,"exact":"HBM","quote":"→ **TSMCへテープアウト**  \n→ **TSMCでウェハ製造**  \n→ **CoWoSでGPUダイとHBMを一体化**  \n→ **ウェハーテスト / パッケージ後テスト / 必要に応じてSLT**  \n→ **サーバーボード/システムへ組み込み**  \n→ **量産・出荷** ([StockLight]","quote_start":99,"quote_end":257,"text_sha256":"f7b51c2d2652dfc3dfbbd1cf98cbfaa37fac2c1903d71485abe6d11082cf4a60","block_sha256":"f7b51c2d2652dfc3dfbbd1cf98cbfaa37fac2c1903d71485abe6d11082cf4a60","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_f713aa9a-9d8a-4de0-9eb9-4a4ae189f5fb"},{"id":"occ_b93f1db6834b3f58444335bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_f8207672-80ab-4ca4-89d1-3d5ff2f69146","section_id":"sec_b339b090-a946-42bf-9f4f-6f95731ecc15","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、**メインのすぐ隣に置かれた、超高密度で超重要なソースや付け合わせ**です。","quote_start":0,"quote_end":43,"text_sha256":"c454d5abca4aa13fe89f7f39cab0a32d1efd19b3cb6fcf8539e5721e563e27db","block_sha256":"c454d5abca4aa13fe89f7f39cab0a32d1efd19b3cb6fcf8539e5721e563e27db","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_f8207672-80ab-4ca4-89d1-3d5ff2f69146"},{"id":"occ_5452840e7cc9bd95743619a5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_f90f2e7a-1997-40fa-898e-066e03531259","section_id":"sec_93676270-b1d6-47fb-91ee-4336a528d984","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"**EDAは「作る前の世界」**、  \n**TSMCは「作る世界」**、  \n**CoWoSは「GPUとHBMを1つの高性能製品にする世界」**、  \n**Advantestは「作られたものを測って品質を保証する世界」**  \nです。 ([StockLight](https://stocklight.com/","quote_start":0,"quote_end":155,"text_sha256":"541e248bef8853981b6bcbbfdac74c62c01d0856f027ddede25e33426bfc6abe","block_sha256":"541e248bef8853981b6bcbbfdac74c62c01d0856f027ddede25e33426bfc6abe","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_f90f2e7a-1997-40fa-898e-066e03531259"},{"id":"occ_9f41228fec0b78e88779dc4b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_fcbadab8-b8ee-42ef-a53d-a97198557cd1","section_id":"sec_73c42597-c031-4101-86c6-ef6d71469bb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBMが弱いとソース不足\n- パッケージが悪いと盛り付け失敗\n- 基板が悪いと配膳が不安定\n- サーバー設計が悪いと一人前として成立しない\n- ラック運用が悪いと店全体が回らない","quote_start":0,"quote_end":91,"text_sha256":"6d88eb69699834f4d6fab1d5c06144b587df153eb0ca8b8a164845b4602ae680","block_sha256":"6d88eb69699834f4d6fab1d5c06144b587df153eb0ca8b8a164845b4602ae680","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_fcbadab8-b8ee-42ef-a53d-a97198557cd1"},{"id":"occ_be88f65aa25fe0deb318d4d1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253","block_id":"blk_fe8300bf-9905-4662-aec9-85708b25e82c","section_id":"sec_c9350540-9751-48fa-acb8-6a13f0106833","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"の絵は、  \n**NVIDIAが設計し、TSMCがロジックダイを作り、CoWoSなどの先端パッケージでGPUとHBMを統合し、テスト工程ではAdvantestのようなATE/SLT装置が活躍し、組立・実装パートナーが完成品やシステムへ仕上げる**  \nという形です。 ([StockLight](https://st","quote_start":10,"quote_end":168,"text_sha256":"5e2057712bc4ae4692f18b7717053b4b27d95ec22ef30ddfda8675110825cef0","block_sha256":"5e2057712bc4ae4692f18b7717053b4b27d95ec22ef30ddfda8675110825cef0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57810a5f-315e-49a7-ac85-72cc27e35eff/#blk_fe8300bf-9905-4662-aec9-85708b25e82c"},{"id":"occ_bf8ed4f9a468513f97054435","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_02eb402d-4d5e-48e5-bd38-d01750dd5a0a","section_id":"sec_749fd69f-a80c-498f-893a-b30710e5e8b8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"大規模モデルにはHBMが必要であり、AIエージェントには長いコンテキストとKVキャッシュが必要になる。AIスマートフォン、AI PC、自動車、ロボット、監視装置にも、従来より大容量のDRAMとストレージが搭載されるだろう。","quote_start":0,"quote_end":111,"text_sha256":"94aab205e069a4fa1e94319ab28de6987ba8a410050262c8fa8262e336280dcb","block_sha256":"94aab205e069a4fa1e94319ab28de6987ba8a410050262c8fa8262e336280dcb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_02eb402d-4d5e-48e5-bd38-d01750dd5a0a"},{"id":"occ_41570d0ec2c76ef70317340e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_0858ad1f-2a36-4af3-aa65-b204007516ed","section_id":"sec_607a93b8-186c-43e9-b652-a7969b826093","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"- GPU・AIアクセラレータ\n- HBM・サーバーDRAM\n- 高速スイッチ\n- 光トランシーバー\n- 電源・冷却設備\n- AIDC建設関連","quote_start":0,"quote_end":71,"text_sha256":"11ec19b38ea5e5feef502201a169db107319185ccfb660c5109ca9d8e893c306","block_sha256":"11ec19b38ea5e5feef502201a169db107319185ccfb660c5109ca9d8e893c306","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_0858ad1f-2a36-4af3-aa65-b204007516ed"},{"id":"occ_4f74de8016a976b5fa1b2e8e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_0cc736b0-2c2a-4243-9eca-2aab63bb2b38","section_id":"sec_607a93b8-186c-43e9-b652-a7969b826093","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"最新GPU、HBM、先端パッケージ、光ネットワーク、変圧器、発電設備、冷却設備、データセンター用地まで、複数の供給制約が同時に発生している。","quote_start":0,"quote_end":70,"text_sha256":"12351b9feb8a5cf58e572b28936c5c83d88722c5ff549997b3650f8fdd7e8b1e","block_sha256":"12351b9feb8a5cf58e572b28936c5c83d88722c5ff549997b3650f8fdd7e8b1e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_0cc736b0-2c2a-4243-9eca-2aab63bb2b38"},{"id":"occ_c769546b205e75722329460a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_1d070211-20a0-4ac0-bbdd-e25951235639","section_id":"sec_8f13be67-000d-444d-aa72-18a97fe95c88","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"GPU、HBM、先端パッケージ、ネットワーク、電力設備のすべてが不足し、数量増加と価格上昇が同時に起きる。","quote_start":0,"quote_end":53,"text_sha256":"683a353a4f04f398af5294ffdd6c29f6c91a155a4f36d161f6faefe911d265a3","block_sha256":"683a353a4f04f398af5294ffdd6c29f6c91a155a4f36d161f6faefe911d265a3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_1d070211-20a0-4ac0-bbdd-e25951235639"},{"id":"occ_e785e02a9c02ae3b83d3fe4c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_3e8b4c9d-5aa5-4833-b404-3d960e99e15f","section_id":"sec_8d4405f7-6b56-44ea-b222-990a789b2055","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"- AIDCの空室率が上がる\n- GPU時間単価が下がる\n- CAPEXの成長率が鈍化する\n- HBM価格の上昇が止まる\n- 旧世代設備の稼働率が落ちる","quote_start":0,"quote_end":76,"text_sha256":"fa9961c7f3ced07911b4934d5ec7e643f54dc3fde641c9f471ea27d03d86e871","block_sha256":"fa9961c7f3ced07911b4934d5ec7e643f54dc3fde641c9f471ea27d03d86e871","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_3e8b4c9d-5aa5-4833-b404-3d960e99e15f"},{"id":"occ_46ae01b7caba06076ee9241e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_432acb0a-9813-43bd-adaf-7b58e7536650","section_id":"sec_df412052-51d6-4616-bac4-76c2a367ea4e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"需要が供給を上回れば、GPU、HBM、光通信の価格が上がる。","quote_start":0,"quote_end":30,"text_sha256":"b7b146446cefad03c34823cf886854ce9ddb6fea1b87e8f7e50c49ab5b73fdf7","block_sha256":"b7b146446cefad03c34823cf886854ce9ddb6fea1b87e8f7e50c49ab5b73fdf7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_432acb0a-9813-43bd-adaf-7b58e7536650"},{"id":"occ_92bcc650d505860e69d332f6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_46d35415-2be1-4233-9450-1af3087bedd0","section_id":"sec_6d082105-9b36-450b-a513-6ad5ef4d3f7e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"- 旧世代クラウドの利用単価は下落\n- 新世代GPUとHBMは供給不足\n- メモリー全体では増産圧力\n- 最新の光部品は不足\n- 古いネットワーク機器は値下がり","quote_start":0,"quote_end":80,"text_sha256":"a319ff92a0380c8e953198bcb9db487150632ef739084db3b4ee3ebf8a99f31e","block_sha256":"a319ff92a0380c8e953198bcb9db487150632ef739084db3b4ee3ebf8a99f31e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_46d35415-2be1-4233-9450-1af3087bedd0"},{"id":"occ_01b041dcf9b0f9f314e23b09","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_5c8fa197-4185-4a3e-98e7-c04db3111de0","section_id":"sec_d471f69a-d3ee-4391-a0b0-219f8dd61f6e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"GPU、HBM、ネットワーク機器の価格が正常化すれば、ハイパースケーラーは同じ投資額で、より多くの計算能力を取得できる。","quote_start":0,"quote_end":60,"text_sha256":"cce10f927c14a2f6e92dede4f9feaa22f1dcd8d17557b1ae8e6d1c37ccda6f31","block_sha256":"cce10f927c14a2f6e92dede4f9feaa22f1dcd8d17557b1ae8e6d1c37ccda6f31","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_5c8fa197-4185-4a3e-98e7-c04db3111de0"},{"id":"occ_23ffb36c16cad0dda9bee1cf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_7761919f-ad72-432d-94c2-34a364e3c680","section_id":"sec_bad096f2-e560-4dce-9847-9dc60a60edf9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"現在はGPU、HBM、先端パッケージ、光通信、電力設備が足りない。そのため、半導体メーカーやAIDC関連企業が高い価格と利益率を享受している。","quote_start":0,"quote_end":71,"text_sha256":"08a837f5dcc355e49cd5dfa186bd85ef3d356fd4fbe62dac364f068869814bfb","block_sha256":"08a837f5dcc355e49cd5dfa186bd85ef3d356fd4fbe62dac364f068869814bfb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_7761919f-ad72-432d-94c2-34a364e3c680"},{"id":"occ_f836ffc8b9d18f4dbe5a269d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_81485262-5d77-4a94-ba87-f1196f656e34","section_id":"sec_c85be262-8bbb-4366-81ca-1eaf4ea43958","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"演算性能だけが上がっても、ネットワークが遅ければGPUは待機する。HBMが足りなければ長文推論を処理できない。電力密度を上げられなければ新しいラックを設置できない。","quote_start":0,"quote_end":82,"text_sha256":"db438e84fb6b3ff46f70a1ef3b48ab3a73ef8ff3fd62171707d2bc18d02c7e76","block_sha256":"db438e84fb6b3ff46f70a1ef3b48ab3a73ef8ff3fd62171707d2bc18d02c7e76","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_81485262-5d77-4a94-ba87-f1196f656e34"},{"id":"occ_31079606aa5c79cc17e82044","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_9afab555-fe0b-4dcd-8e3d-4910a2d60d3d","section_id":"sec_749fd69f-a80c-498f-893a-b30710e5e8b8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBMの供給不足\n- 先端DRAMの生産能力不足\n- 顧客による在庫確保\n- 長期供給契約\n- 高い平均販売価格","quote_start":0,"quote_end":58,"text_sha256":"fbe74424eb434917bbe545c54d3dcbfad0cf8029f4aa7fb29ae4bee695dc7abf","block_sha256":"fbe74424eb434917bbe545c54d3dcbfad0cf8029f4aa7fb29ae4bee695dc7abf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_9afab555-fe0b-4dcd-8e3d-4910a2d60d3d"},{"id":"occ_7e631681a930e27f5cad779b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_9e95c451-a6bc-4557-a48c-741930a6e937","section_id":"sec_1ec62fb4-6d7d-479b-8073-c81019d16832","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"- 最新GPU・XPUは不足\n- 最新HBMは不足\n- 旧世代GPUは単価下落\n- 汎用GPUの一部は自社ASICへ移行\n- 光・ネットワークへの支出比率が上昇\n- 推論最適化半導体が拡大","quote_start":0,"quote_end":94,"text_sha256":"852f90fa4e8fc5220fba3d2d8b26ac161643f8f12c6bf640493e4a3630462828","block_sha256":"852f90fa4e8fc5220fba3d2d8b26ac161643f8f12c6bf640493e4a3630462828","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_9e95c451-a6bc-4557-a48c-741930a6e937"},{"id":"occ_1994bfa1e330f2459cdddea3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_bc885820-6c79-4349-b586-0f4bfb111c2f","section_id":"sec_60e049be-5c9f-44e5-9103-a4c1ae030a94","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"- GPU\n- CPU\n- HBM\n- ネットワークスイッチ\n- NIC・DPU\n- ストレージ\n- サーバー","quote_start":0,"quote_end":55,"text_sha256":"0640dbdaf286f1051b081486a45767599a28d4667227c7b1b518789e62c61057","block_sha256":"0640dbdaf286f1051b081486a45767599a28d4667227c7b1b518789e62c61057","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_bc885820-6c79-4349-b586-0f4bfb111c2f"},{"id":"occ_e0b437618a3fd77d44e5f2b4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_c46467dc-2239-4386-89e2-6fc989127e65","section_id":"sec_cc5c929a-df3c-4c08-8dfe-b437f7f4dc7b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"- GPU\n- HBM\n- 高速ネットワーク\n- ストレージ\n- 電力\n- クラウド運用","quote_start":0,"quote_end":44,"text_sha256":"bcb428ecb63b68daedafc2c940628566a9f98cc40caf64c6ec9d3cfda0e2d933","block_sha256":"bcb428ecb63b68daedafc2c940628566a9f98cc40caf64c6ec9d3cfda0e2d933","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_c46467dc-2239-4386-89e2-6fc989127e65"},{"id":"occ_80ef2b92e437fac29b6c1096","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5","block_id":"blk_fcf24ca1-ec82-4ce4-8b37-ecb8b17ad650","section_id":"sec_c85be262-8bbb-4366-81ca-1eaf4ea43958","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"- GPU\n- HBM\n- CPU\n- スイッチ\n- 光部品\n- NIC・DPU\n- ストレージ\n- 電源・冷却","quote_start":0,"quote_end":56,"text_sha256":"0844ab3d9117b612c02319b41b256eff4dcfb46e9c6e4ee7648722b61c7984aa","block_sha256":"0844ab3d9117b612c02319b41b256eff4dcfb46e9c6e4ee7648722b61c7984aa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_57995821-c471-42b5-ae3a-f989b7bd06f5/#blk_fcf24ca1-ec82-4ce4-8b37-ecb8b17ad650"},{"id":"occ_17d5c8363ce30c21a256ecce","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_03ba353b-7931-456c-a93b-b6dcc1041676","section_id":"sec_28fb2001-4dd5-4505-9516-8bb791ef8e2f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4e"],"evidence":{"text_basis":"markdown","start":20,"end":25,"exact":"HBM4e","quote":"### 推定例：Rubin UltraのHBM4e帯域（範囲推定）","quote_start":0,"quote_end":33,"text_sha256":"b39cfdb5978bbee00f21f2ef723945a9cf38f273c510365f25d386fd20355900","block_sha256":"b39cfdb5978bbee00f21f2ef723945a9cf38f273c510365f25d386fd20355900","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_03ba353b-7931-456c-a93b-b6dcc1041676"},{"id":"occ_d2d275f10f9409c85cd81439","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_09b11f34-30b7-4b53-9c16-a0bbbdc2b9b9","section_id":"sec_effc304c-cb31-4efb-9de9-7430f24af086","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":116,"end":119,"exact":"HBM","quote":" GB/s**、**PCIe Gen5 は 128 GB/s** です。つまり、同じGPUでも **GPU内部HBM \\> GPU間NVLink \\> CPU-GPUのPCIe** の順で道が細くなります。GPU内で完結する計算より、GPU外へ出る通信のほうが先に詰まりやすい理由はここです。 ([NVIDIA](h","quote_start":61,"quote_end":219,"text_sha256":"84f7cbe80d130d85d3891e67779627c81b278414027a6eb62adf5d4e65a560c3","block_sha256":"84f7cbe80d130d85d3891e67779627c81b278414027a6eb62adf5d4e65a560c3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_09b11f34-30b7-4b53-9c16-a0bbbdc2b9b9"},{"id":"occ_faa91a3618ec95180b176d4f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_0f8076be-2ce3-44dc-84b2-546a1027cf62","section_id":"sec_de4fb33b-0f5c-4c32-8abe-aabde45ca240","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"第一に、HBM容量・帯域は今後も最重要です。RubinがHBM4で帯域2.8倍級（8→22TB/s）を公表したように、長文脈・MoE・推論経済性では帯域が直撃します。ただし、KV cacheは「容量も帯域も食う上に","quote_start":0,"quote_end":107,"text_sha256":"6a977c5a47c824227519bf71a266860d4579a5ff297955f6817dd08d430ba89b","block_sha256":"6a977c5a47c824227519bf71a266860d4579a5ff297955f6817dd08d430ba89b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_0f8076be-2ce3-44dc-84b2-546a1027cf62"},{"id":"occ_f31ff66be355747e4255f048","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_1390477f-0e16-4ff8-8bbe-6014d66c4ea1","section_id":"sec_2d061dfb-a4aa-4643-a2cc-4e1897124ae9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":221,"end":224,"exact":"HBM","quote":"リ帯域の約 **3.7分の1**、PCIe Gen5 は約 **26分の1** しかありません。つまりローカルHBMで読めば速いのに、別GPUやCPUから持ってくると急に細い道に入ります。そこで通信が律速になります。 ([NVIDIA](https://www.nvidia.com/en-us/data-cente","quote_start":166,"quote_end":324,"text_sha256":"48b735a44d4e0e3094d724cd2170a3e8ba5b0f43df195fd0b78feb01a257ec17","block_sha256":"48b735a44d4e0e3094d724cd2170a3e8ba5b0f43df195fd0b78feb01a257ec17","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_1390477f-0e16-4ff8-8bbe-6014d66c4ea1"},{"id":"occ_cdcd3de5c56c691b2e89e6ce","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_17586ad5-6037-42de-a8e2-81c5bf49b87f","section_id":"sec_28fb2001-4dd5-4505-9516-8bb791ef8e2f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4e"],"evidence":{"text_basis":"markdown","start":32,"end":37,"exact":"HBM4e","quote":"Rubin Ultraについては、報道・ロードマップ資料で「**HBM4e**」「**16S**」「**1TB級**」が語られますが、NVIDIA公式ページでの帯域値は未公表です。  \n推定の置き方は2通りあります。","quote_start":0,"quote_end":108,"text_sha256":"b2fee297886a55794efe12687e017afdf29e9d5bc94b45d085c0be5cadeb53ad","block_sha256":"b2fee297886a55794efe12687e017afdf29e9d5bc94b45d085c0be5cadeb53ad","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_17586ad5-6037-42de-a8e2-81c5bf49b87f"},{"id":"occ_e8a4d90df81a64ed0015e60f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_18b01b1d-14df-4f73-8934-03ae5d379579","section_id":"sec_5f52945d-ddc8-406f-b7d8-34d37a30611c","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":18,"end":22,"exact":"HBM4","quote":"このため、Rubinの「288GB HBM4・22TB/s」は、(a) 36GB級HBM4スタックを8個搭載して容量288GBを作り、(b) 1スタックあたり約2.75TB/s（=22/8）級の動作点を採る、という構成で説明可能です（ただしスタ","quote_start":0,"quote_end":122,"text_sha256":"a8f6914339227a288f52d2bcaa5938a88f81f0c93cb69bcb4ff4bf1d8bf8ca5d","block_sha256":"a8f6914339227a288f52d2bcaa5938a88f81f0c93cb69bcb4ff4bf1d8bf8ca5d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_18b01b1d-14df-4f73-8934-03ae5d379579"},{"id":"occ_cdc825300c3427083ec6317e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_1c445328-1ac7-4eb8-bba2-a9d988c12130","section_id":"sec_bc5dcf61-9f7b-4658-9a0c-d63f0ebbce19","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"供給面の最大リスクはHBM（特にHBM4）と先端パッケージ能力です。Rubin向けHBM4はMicron Technologyなどが量産開始を公表している一方で、HBM確保がRubinの供給計画に影響し得るというアナリスト報道","quote_start":0,"quote_end":113,"text_sha256":"06a2f97d1ebf2d0ee7072aa0681339550b54f65fad5b689b38f0d4f7c4961533","block_sha256":"06a2f97d1ebf2d0ee7072aa0681339550b54f65fad5b689b38f0d4f7c4961533","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_1c445328-1ac7-4eb8-bba2-a9d988c12130"},{"id":"occ_d9cd37a12c9c9e4d94463587","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_1dc6f4c6-8755-4074-84af-c5e1281d3912","section_id":"sec_effc304c-cb31-4efb-9de9-7430f24af086","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"```\n学習1 step\n\n[HBMから読む]\n      ↓\n[Tensor Coreで計算]\n      ↓\n[勾配を作る]\n      ↓\n[他GPUと通信して平均化]  ← ここで待つ\n      ↓\n[次のstep]\n\nGPU","quote_start":0,"quote_end":118,"text_sha256":"1c64f1429deff5b2086b7ce1ac23999fb6876d28f0ef6df5af3930f08f3dd039","block_sha256":"1c64f1429deff5b2086b7ce1ac23999fb6876d28f0ef6df5af3930f08f3dd039","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_1dc6f4c6-8755-4074-84af-c5e1281d3912"},{"id":"occ_a966e4116158b3abbc603efa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_23b9cc54-2042-49c5-9e7d-edb19b895491","section_id":"sec_ac059bbb-dc4c-4bb9-92e8-e01d065e608e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":103,"end":106,"exact":"HBM","quote":"が、同時に先端ノードは供給制約やコスト増を伴います。したがって2nm化は万能ではなく、同一消費電力枠での（a）HBMあたりの有効帯域、（b）NVLinkあたりの有効帯域、（c）SRAM/キャッシュ面積の確保、のどれが最もトークン/秒/ワットに効くかを世代ごとに見極める必要があります（RubinはHBM4＋NVLin","quote_start":48,"quote_end":206,"text_sha256":"0ff8a786ade429a0cc598b8f57619ef775cf914d8d17bd901427ada181f089fc","block_sha256":"0ff8a786ade429a0cc598b8f57619ef775cf914d8d17bd901427ada181f089fc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_23b9cc54-2042-49c5-9e7d-edb19b895491"},{"id":"occ_1289201b61aeeb7c8f9f9e6f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_2ca91bc1-b9d6-458c-b988-c94d823ead8c","section_id":"sec_7800b888-0c3d-4203-83d5-f95d6e4a3b61","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":246,"end":249,"exact":"HBM","quote":"MB SRAM・150TB/s**、ラックで256 LPU＝128GB SRAM・40PB/sを掲げ、GPU（HBM）とLPU（SRAM）で推論パスを分割する異種推論を推進しています。","quote_start":191,"quote_end":283,"text_sha256":"7092d18a9bd1cf0e7787deec2263f1d66a52d9e14532dfca03666c738625b27c","block_sha256":"7092d18a9bd1cf0e7787deec2263f1d66a52d9e14532dfca03666c738625b27c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_2ca91bc1-b9d6-458c-b988-c94d823ead8c"},{"id":"occ_79631a5a970c3469c768ebd3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_2d87021c-a5e7-4f36-a96b-845dfdb08b72","section_id":"sec_7800b888-0c3d-4203-83d5-f95d6e4a3b61","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4e"],"evidence":{"text_basis":"markdown","start":54,"end":59,"exact":"HBM4e","quote":"Rubin Ultraは2027年をターゲットとし、報道・ロードマップ資料では「**4チップレット**＋**HBM4eで最大1TB級**」が語られていますが、**プロセスノードや実メモリ帯域などは公式には未公表**で、第三者報道にもばらつきがあります（例：2nm級を狙うという報道と、3nm級継続という観測が併存）。","quote_start":0,"quote_end":158,"text_sha256":"8684d6cd9e5f106cb763ed35cc0b22d32cde94b5dedee192d1e044dfa59fed19","block_sha256":"8684d6cd9e5f106cb763ed35cc0b22d32cde94b5dedee192d1e044dfa59fed19","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_2d87021c-a5e7-4f36-a96b-845dfdb08b72"},{"id":"occ_3df2e45a86a78e9ea335dc5b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_4571aac3-b669-4e88-880b-9be0e7f1ea82","section_id":"sec_de4fb33b-0f5c-4c32-8abe-aabde45ca240","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"### メモリ階層：HBMの拡張だけでは足りないため「KVを前提にした多層メモリ」へ","quote_start":0,"quote_end":42,"text_sha256":"ea995d59b9e046856868aad73b8e533af4fc582666a9f65217daff8cd21ba4c6","block_sha256":"ea995d59b9e046856868aad73b8e533af4fc582666a9f65217daff8cd21ba4c6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_4571aac3-b669-4e88-880b-9be0e7f1ea82"},{"id":"occ_3d7e710c50ddb65a90e0ccd7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_4780b850-25cc-4599-afaa-995d597885da","section_id":"sec_3b51abe6-0b27-4425-8551-dea67c06ab4d","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"```\n学習\n[HBM] -> [計算] -> [勾配] -> [GPU間all-reduce] -> [次step]\n                          ↑\n                    通信・","quote_start":0,"quote_end":111,"text_sha256":"966afae7fe78cdda6f5b386b7ecd30d696bd43bcaaab3c3e26b3575bd1d68050","block_sha256":"966afae7fe78cdda6f5b386b7ecd30d696bd43bcaaab3c3e26b3575bd1d68050","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_4780b850-25cc-4599-afaa-995d597885da"},{"id":"occ_725ac9ff76f878016a21d425","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_5048ef72-b9ad-40d0-9140-1982731cb30d","section_id":"sec_32063747-1e88-45ef-a3d2-d800210f8413","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":149,"end":152,"exact":"HBM","quote":"断片化を抑え、同一レイテンシでスループットを2～4倍改善し得ることを報告しています。これはハード側から見ると「HBM容量と帯域をKVのためにどれだけ効率よく使えるか」が重要になることを意味します。","quote_start":94,"quote_end":192,"text_sha256":"de02e39feb0a09c410033331300ec3587a5ffc390a98cb02d89512cf10f3f0c1","block_sha256":"de02e39feb0a09c410033331300ec3587a5ffc390a98cb02d89512cf10f3f0c1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_5048ef72-b9ad-40d0-9140-1982731cb30d"},{"id":"occ_c29dd6f95d7fa6f9a1f713e0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_5cfdf2f6-28f1-4f10-bcd3-c23ff44bb333","section_id":"sec_ac059bbb-dc4c-4bb9-92e8-e01d065e608e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":144,"end":147,"exact":"HBM","quote":"「計算ダイは最先端ノード、I/Oや一部機能は成熟ノード」などの異種ノード混在を早期から許容し、パッケージ制約（HBM実装数、基板、CoWoS能力）をボトルネックではなく入力条件として最適化することです。","quote_start":89,"quote_end":190,"text_sha256":"b7b3d6c0e8ccf3c8e6ae8a3837f47f17b28c16decbd5e3617af5d51ba4557902","block_sha256":"b7b3d6c0e8ccf3c8e6ae8a3837f47f17b28c16decbd5e3617af5d51ba4557902","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_5cfdf2f6-28f1-4f10-bcd3-c23ff44bb333"},{"id":"occ_b55b8c5d285ebd5ee02e4bc4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_7a58de9b-0507-47f7-a85f-29eaacd3fee1","section_id":"sec_5f52945d-ddc8-406f-b7d8-34d37a30611c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"### HBMの世代差と Rubinが22TB/sに到達する理由の検証","quote_start":0,"quote_end":35,"text_sha256":"cf59f70c5b02113c532b31a2bf5ce25401d7e792e2599f55154527501debc47b","block_sha256":"cf59f70c5b02113c532b31a2bf5ce25401d7e792e2599f55154527501debc47b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_7a58de9b-0507-47f7-a85f-29eaacd3fee1"},{"id":"occ_3283bb999fece09ad7535eff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_7ff41e03-8307-4d4a-a1dc-62f6c87249b9","section_id":"sec_380e7ac4-93b2-4089-9f44-60dd601c773e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":142,"end":146,"exact":"HBM4","quote":"イル”が同時に伸びるか」を、設計項目ごとに整理した提言です。Rubinプラットフォームがすでに示している方向（HBM4、NVLink6、CMX/ICMS、LPU併用、光）を一般化して次世代へという視点で述べます。","quote_start":87,"quote_end":193,"text_sha256":"80786de759594272e92a181beaaedf2b1a617e1fbc8ea2733b73ec794c057316","block_sha256":"80786de759594272e92a181beaaedf2b1a617e1fbc8ea2733b73ec794c057316","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_7ff41e03-8307-4d4a-a1dc-62f6c87249b9"},{"id":"occ_4b58dd7c8cfab7f6e826d33b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_846d4fb2-2522-4115-9001-617e1a325d47","section_id":"sec_bc5dcf61-9f7b-4658-9a0c-d63f0ebbce19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":10,"end":14,"exact":"HBM4","quote":"### リスク要因：HBM4/先端パッケージ/地政学と「カスタムAIチップ」の加速","quote_start":0,"quote_end":41,"text_sha256":"501e6f36d5333b6b4c4a503004afc53b6d66ad30c97d37de5daf4cefd8d002f8","block_sha256":"501e6f36d5333b6b4c4a503004afc53b6d66ad30c97d37de5daf4cefd8d002f8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_846d4fb2-2522-4115-9001-617e1a325d47"},{"id":"occ_1f263021aac320d6cdfccff0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_9b7b4068-eb70-4264-9aa9-727cfed20d8b","section_id":"sec_7800b888-0c3d-4203-83d5-f95d6e4a3b61","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":76,"end":79,"exact":"HBM","quote":"数の調査機関から示され、たとえばは2026年の世界AI支出を**約2.52兆ドル**と予測しています。同時に、HBMや先端パッケージ能力が供給制約になりやすく、RubinについてもHBM4確保が出荷計画に影響し得るというアナリスト報道があります。","quote_start":21,"quote_end":144,"text_sha256":"e3bafc9091b8e76d7e690748bdef70bd3bd3bf9901f10315af9070fca2de2621","block_sha256":"e3bafc9091b8e76d7e690748bdef70bd3bd3bf9901f10315af9070fca2de2621","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_9b7b4068-eb70-4264-9aa9-727cfed20d8b"},{"id":"occ_257c0945e809990d1564da92","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_9eaee1c7-f952-487d-b227-d819ef1bde2a","section_id":"sec_5a39290e-627a-48ff-9eba-191db682f52c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":52,"end":56,"exact":"HBM4","quote":"上表の公式の核は、Blackwellの**TSMC 4NP＋2ダイ統合**、Rubinの**288GB HBM4・22TB/s**、そしてGroq 3（LPX/LPU）の**500MB SRAM・150TB/s**です。Rubin Ultraは2027のシステム計画（NVL576やKyber）自体は公式ブログで","quote_start":0,"quote_end":156,"text_sha256":"4cfeb608915c0d244d303ea46ba11b345a04e0f61125562d4405ce397a7f5701","block_sha256":"4cfeb608915c0d244d303ea46ba11b345a04e0f61125562d4405ce397a7f5701","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_9eaee1c7-f952-487d-b227-d819ef1bde2a"},{"id":"occ_952548452a510cdc25af2096","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_a1aeb90d-4f91-46ab-b063-c548715caf43","section_id":"sec_7b7127aa-a97e-4d44-98df-eaca5f5a8520","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"ここでは、手法の採用が「HBM容量」「HBM帯域」「オンチップSRAM」「スケールアップ/スケールアウト通信」「レイテンシ（特にTTFT/TPOT）」「演算密度」に与える影響を、一次文献中心に整理します。","quote_start":0,"quote_end":102,"text_sha256":"546a2a051454ec384576d7ba12af11018e224538fddc7f59b1638fcc383866c8","block_sha256":"546a2a051454ec384576d7ba12af11018e224538fddc7f59b1638fcc383866c8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_a1aeb90d-4f91-46ab-b063-c548715caf43"},{"id":"occ_59bf8dd1afd3e07b87747d4e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_a6f15856-b4d7-4e0a-8752-3a8523a8d0b0","section_id":"sec_3b51abe6-0b27-4425-8551-dea67c06ab4d","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"```\n学習で見たいもの\n- FLOPS利用率\n- HBM帯域利用率\n- all-reduce時間\n- 通信待ち時間\n- スケーリング効率\n\n推論で見たいもの\n- TTFT\n- ITL\n- TPS\n- queueing\n- KV cache使用量\n- lat","quote_start":0,"quote_end":129,"text_sha256":"5850b0a1b13b5cd4e4715c513e26cf9d11b7e5760b18823fea8805aaf2569b0b","block_sha256":"5850b0a1b13b5cd4e4715c513e26cf9d11b7e5760b18823fea8805aaf2569b0b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_a6f15856-b4d7-4e0a-8752-3a8523a8d0b0"},{"id":"occ_2da453992b832b8258175b07","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_a736776b-56e9-4a01-9d32-fe15abd4515e","section_id":"sec_9357ac92-e891-4ddf-b7de-7019f4998644","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":21,"end":25,"exact":"HBM4","quote":"Rubin GPUは公式に**288GB HBM4**。 MicronはRubin向けHBM4として\\*\\*36GB（12層）の量産開始を公表。  \n推定：288GB ÷ 36GB/stack = **8 stacks**。  \nこのとき、Rubin","quote_start":0,"quote_end":125,"text_sha256":"a1feda95f5296551133bd19cbbea2669ac189c0f8042f27572f376750a3a585a","block_sha256":"a1feda95f5296551133bd19cbbea2669ac189c0f8042f27572f376750a3a585a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_a736776b-56e9-4a01-9d32-fe15abd4515e"},{"id":"occ_75aab7715fc04f474053ffe1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_b4870f68-164d-47e3-8eaf-744cdc38d3b4","section_id":"sec_fbdb4d75-b231-490c-a4e3-8d07f55a5f89","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":55,"end":58,"exact":"HBM","quote":"MoEのハードウェア影響は二面性があります。計算は“実効的に疎”になりますが、(a) 専門家重みの常駐が必要でHBM容量が効きやすい、(b) ルーティングで**トークンのシャッフル＝all-to-all通信**が頻発し、NVLink/スイッチの“実効帯域”と遅延が支配します。Rubin NVL72の公式ページが「M","quote_start":0,"quote_end":158,"text_sha256":"c17a40a655c1bb242eef6f227fffa10d182d062baaf3105c3fa0bc7109fa9cbb","block_sha256":"c17a40a655c1bb242eef6f227fffa10d182d062baaf3105c3fa0bc7109fa9cbb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_b4870f68-164d-47e3-8eaf-744cdc38d3b4"},{"id":"occ_b1e76123dd14541217053d9f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_b890e494-c208-4455-8dd0-cad07f7a52e6","section_id":"sec_d989ab93-df05-476a-8acd-34539f735588","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":54,"end":57,"exact":"HBM","quote":"```\n理想の見え方\n[GPUの演算器] ===== すごく速い =====> 計算完了\n\n現実の見え方\n[HBM/キャッシュ] --データ供給-->\n[GPUの演算器] --計算-->\n[GPU間通信] --同期-->\n[次の処理]\n\n      ↑\n ここが詰まると\n 演算器は空く\n```","quote_start":0,"quote_end":147,"text_sha256":"c8676450fb16684be37e62ed1a454b93a6e6dc0584d9f209c349569704a10be9","block_sha256":"c8676450fb16684be37e62ed1a454b93a6e6dc0584d9f209c349569704a10be9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_b890e494-c208-4455-8dd0-cad07f7a52e6"},{"id":"occ_f04bfc53d2627991235a1cfe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_bed437de-0e29-4d05-846c-88eb207c2390","section_id":"sec_2ec8601a-f5b8-4719-a29e-257e23bdd986","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":159,"end":162,"exact":"HBM","quote":"世代クラス（4nm級/3nm級/2nm級）でレンジ把握し、性能推定は「ノード微細化によるFLOPS増」よりも、HBM帯域・NVLink帯域・実効利用率（ジッタ/並列化効率）の寄与を優先して評価する方針としました（Rubinの公式主張もメモリ性能が支配的という語りを含む）。","quote_start":104,"quote_end":240,"text_sha256":"629897957f1117ba8db6e1fc94554fb79d58d812a927b0ba09a3e2614e1a64a8","block_sha256":"629897957f1117ba8db6e1fc94554fb79d58d812a927b0ba09a3e2614e1a64a8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_bed437de-0e29-4d05-846c-88eb207c2390"},{"id":"occ_fd459be021ca670e9bb63ce4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_bf3c6116-2ae9-465f-8fc6-87698b34a15f","section_id":"sec_32063747-1e88-45ef-a3d2-d800210f8413","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"FlashAttentionは、attention計算でHBM↔オンチップSRAMのI/Oを削減する“IO-awareな設計で、HBMアクセスを減らし長文脈を現実化することを示しました。これも「オンチップSRAMがアルゴリズムの性能上限を決める」代表例です。","quote_start":0,"quote_end":129,"text_sha256":"ebe19ed0d5177659904dc03ea38eb71b05e7140544fa379613488d091f7b56ed","block_sha256":"ebe19ed0d5177659904dc03ea38eb71b05e7140544fa379613488d091f7b56ed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_bf3c6116-2ae9-465f-8fc6-87698b34a15f"},{"id":"occ_678c13c93bdde96bb6d9e478","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_c2dee027-cae7-49cc-9ecb-adc3f38f2f53","section_id":"sec_9357ac92-e891-4ddf-b7de-7019f4998644","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"### 推定例：RubinのHBMスタック数（推定）","quote_start":0,"quote_end":26,"text_sha256":"25c28a25c718a3257f1726ac3ccf781c28a185ded24b705777386c16f6f4b3d3","block_sha256":"25c28a25c718a3257f1726ac3ccf781c28a185ded24b705777386c16f6f4b3d3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_c2dee027-cae7-49cc-9ecb-adc3f38f2f53"},{"id":"occ_a2210d2e65ea2abe5aece27c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_c6f53e6f-1032-4af3-99b9-2f8fb6323f7e","section_id":"sec_28fb2001-4dd5-4505-9516-8bb791ef8e2f","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM4","HBM4e"],"evidence":{"text_basis":"markdown","start":53,"end":57,"exact":"HBM4","quote":"- 容量側から：16Sで1TBなら、1スタックあたり64GBが必要（16×64GB=1024GB）。これはHBM4世代で“1スタック容量が増える”道筋（16層化など）と整合し得ますが、どの容量構成を採るかは未公表です。\n- 帯域側から：HBM4は2048ビット幅で“スタックあたり2TB/s級〜3TB/s級がベンダ","quote_start":0,"quote_end":157,"text_sha256":"4ebfc067fd06dfc8c337c75f57a7bc41026c19be9c0376d2920d0a55583e0c6e","block_sha256":"4ebfc067fd06dfc8c337c75f57a7bc41026c19be9c0376d2920d0a55583e0c6e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_c6f53e6f-1032-4af3-99b9-2f8fb6323f7e"},{"id":"occ_20e26d20bb89537108e9aee3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_ce655634-dcbf-415b-9668-c74b9157ef7b","section_id":"sec_7800b888-0c3d-4203-83d5-f95d6e4a3b61","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":78,"end":82,"exact":"HBM4","quote":"ジェント化が、GPU中心設計のボトルネックをメモリ階層＋通信＋ジッタ（ばらつき）へ押し上げ、Rubin世代ではHBM4・NVLink6・KVコンテキスト拡張（CMX/ICMS/類似層）・LPU併用という“異種混載”が前提になりつつある」という点に集約されます。根拠となる公開情報として、Blackwellは**TSMC","quote_start":23,"quote_end":182,"text_sha256":"4db121777fca6ef35b3a8584508ea16ee3eefd9d8745c2e4c016f730a52d08be","block_sha256":"4db121777fca6ef35b3a8584508ea16ee3eefd9d8745c2e4c016f730a52d08be","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_ce655634-dcbf-415b-9668-c74b9157ef7b"},{"id":"occ_0c95fd33b4884260248cfa74","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_dc7a6126-b063-4f57-b334-49e3c105a358","section_id":"sec_ba224cfe-ee8e-40a2-8872-b1795a0d8975","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":106,"end":109,"exact":"HBM","quote":" 長系列化、(b) 並列化の複雑化、(c) MoE併用、(d) 通信のcollective支配フェーズにより、HBM帯域とスケールアップ帯域がボトルネックになりやすくなります。Rubinの技術ブログが「通信支配AI」「MoE routingやcollectivesがNVLink6設計の中心」と明言するのは、この潮流","quote_start":51,"quote_end":209,"text_sha256":"2864765988b2b4dccbc51737df339e3951bb64912ef50689f280e1b1a7f11ec0","block_sha256":"2864765988b2b4dccbc51737df339e3951bb64912ef50689f280e1b1a7f11ec0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_dc7a6126-b063-4f57-b334-49e3c105a358"},{"id":"occ_ec517b2ccfe20d041e0c1d67","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_e38c11bc-b0a9-47af-8678-8816fd93e9c9","section_id":"sec_bf654b73-0698-480e-984e-2665c64109fc","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"```\n理論上\nHBMは太い道路\n\nでも実際は\n・バラバラな読み方\n・無駄な転送\n・ストライドアクセス\n・bank conflict\n\nで、細い道路としてしか使えていない\n```","quote_start":0,"quote_end":89,"text_sha256":"add2cb267226be5a649e7763a59fb3a99c8787a7fd8d4e7d794fca9c0c04ea61","block_sha256":"add2cb267226be5a649e7763a59fb3a99c8787a7fd8d4e7d794fca9c0c04ea61","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_e38c11bc-b0a9-47af-8678-8816fd93e9c9"},{"id":"occ_beef1c77232fecebba327d58","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_eaa7e8db-dc57-4ff4-b17e-688d6d65ee28","section_id":"sec_5f52945d-ddc8-406f-b7d8-34d37a30611c","layer":"body","character_id":null,"count":6,"matched_aliases":["HBM3e","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4は、HBM3eに比べてI/O幅が増え（一般に**1024→2048**ピン/ビット幅の拡張が語られる）、スタックあたりの帯域が大きく上がるのが中核です。Rubinの公式技術ブログも「HBM4はHBM3","quote_start":0,"quote_end":104,"text_sha256":"56bfce13b5ce2ba5e1e184db220792d5cd3f7b2a8238889373431615cf8f7d74","block_sha256":"56bfce13b5ce2ba5e1e184db220792d5cd3f7b2a8238889373431615cf8f7d74","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_eaa7e8db-dc57-4ff4-b17e-688d6d65ee28"},{"id":"occ_b76947ea6d425014e831fd67","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_f4d16f9f-6b75-483b-bc26-37c828477a49","section_id":"sec_66ac3810-8118-4c9d-b4dd-7b869769b7f9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":44,"end":47,"exact":"HBM","quote":"一次情報は、(a) NVIDIA公式プロダクトページ/技術ブログ/データシート、(b) HBMベンダ公式（Micron/Samsung）、(c) 標準ベンチ（MLPerf/MLCommons）、(d) 一次論文（InstructGPT/Chinchilla/FlashAttention/Pag","quote_start":0,"quote_end":147,"text_sha256":"564b4d072d08b5224feba1f7184903406e59c0c1c0a030031714f54d615f0cfa","block_sha256":"564b4d072d08b5224feba1f7184903406e59c0c1c0a030031714f54d615f0cfa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_f4d16f9f-6b75-483b-bc26-37c828477a49"},{"id":"occ_74ba7c509e49d48498a99ed7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0","block_id":"blk_f8e017e9-db17-4dbd-a68f-e7ebb84dcb12","section_id":"sec_7800b888-0c3d-4203-83d5-f95d6e4a3b61","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM","HBM3e","HBM4"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"一方Rubinは、HBMをHBM3eからHBM4へ更新し、1GPUあたり**288GB HBM4・22TB/s**、ラックスケールのNVLinkを第6世代に引き上げ、**1GPUあたり3.6TB/sのNVLink6**を公表","quote_start":0,"quote_end":112,"text_sha256":"47a1d17371478c750d7cf8090a77fe4a98b00b0c0cdecf57278e1c04f539fc78","block_sha256":"47a1d17371478c750d7cf8090a77fe4a98b00b0c0cdecf57278e1c04f539fc78","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b/#blk_f8e017e9-db17-4dbd-a68f-e7ebb84dcb12"},{"id":"occ_46a1d59f7c04bfa326897570","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37","work_id":"wrk_31bacccb-2b73-4ad3-afc5-9282bd8e8359","block_id":"blk_09809849-272a-4906-9588-3820e1c76465","section_id":"sec_8f3b8f02-82be-463f-82ff-025677e98f16","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"**GPU**  \n**→ HBM**  \n**→ Network**  \n**→ Power**  \n**→ Cooling**  \n**→ Data Center**","quote_start":0,"quote_end":85,"text_sha256":"46ee087747c6bb33e13988414e93dade041243d1e2c5b89749fc7c6b3b581224","block_sha256":"46ee087747c6bb33e13988414e93dade041243d1e2c5b89749fc7c6b3b581224","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37/#blk_09809849-272a-4906-9588-3820e1c76465"},{"id":"occ_4c969ac3771c454a6ad3e896","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37","work_id":"wrk_31bacccb-2b73-4ad3-afc5-9282bd8e8359","block_id":"blk_22b670fe-cf42-4bd9-bf7a-def328edc489","section_id":"sec_5ae10285-d850-4c0a-a4ac-a2f85a111ef9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが必要。","quote_start":0,"quote_end":7,"text_sha256":"5143f18328404503390ab18cf5bcb8ed78262cbe4ee96c6d33245ea0b19b68f7","block_sha256":"5143f18328404503390ab18cf5bcb8ed78262cbe4ee96c6d33245ea0b19b68f7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37/#blk_22b670fe-cf42-4bd9-bf7a-def328edc489"},{"id":"occ_abc5cb4e4b590c8782d9b131","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37","work_id":"wrk_31bacccb-2b73-4ad3-afc5-9282bd8e8359","block_id":"blk_4ab64395-618c-4c4c-9c7c-1212e46e7777","section_id":"sec_934a2ad2-4a4b-4663-8ce1-d558a59d7cbf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"AI向けLogic、DRAM/HBM、NAND、Advanced Packaging、Testが主要ドライバーである。([Reuters](https://www.reuters.com/business/applied-materia","quote_start":0,"quote_end":118,"text_sha256":"50f54b5e328589f08188e6377d223f0b6173089824785562f6b103f122d5e274","block_sha256":"50f54b5e328589f08188e6377d223f0b6173089824785562f6b103f122d5e274","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37/#blk_4ab64395-618c-4c4c-9c7c-1212e46e7777"},{"id":"occ_fd66594ddd3e870607754d62","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37","work_id":"wrk_31bacccb-2b73-4ad3-afc5-9282bd8e8359","block_id":"blk_7a2c47e8-8a1c-43fc-aad7-495886a13ef4","section_id":"sec_b383da9f-87da-4e11-941b-790af2364f45","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"GPU  \nHBM  \nNetwork  \nPower  \nCooling","quote_start":0,"quote_end":37,"text_sha256":"0ccef7308f23dcba1511450a848ab84a141e5287b6bb7b61c901e0988e2417a8","block_sha256":"0ccef7308f23dcba1511450a848ab84a141e5287b6bb7b61c901e0988e2417a8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37/#blk_7a2c47e8-8a1c-43fc-aad7-495886a13ef4"},{"id":"occ_df6e64db076989e80b97c638","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5bf9454f-9956-42b9-a29c-ae99782c33c0","work_id":"wrk_37743298-dcff-4252-a0d0-d94538fc2a68","block_id":"blk_32911cfd-f6cb-45f4-a26b-a164fb4b77ef","section_id":"sec_16e94a89-e681-400d-bd3c-9ed6edc74777","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"韓国HBM。","quote_start":0,"quote_end":6,"text_sha256":"db34131002e5b2f5672a859199caeaf4114859d2d8f81f0808bc5f39a63b581b","block_sha256":"db34131002e5b2f5672a859199caeaf4114859d2d8f81f0808bc5f39a63b581b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5bf9454f-9956-42b9-a29c-ae99782c33c0/#blk_32911cfd-f6cb-45f4-a26b-a164fb4b77ef"},{"id":"occ_d7c74ed7c09861b1b50d6681","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5c1381d3-461d-40ab-acea-997127510f6e","work_id":"wrk_153585aa-ce70-48f0-8fcf-0c54fb47c7a9","block_id":"blk_3ab408d1-31db-4157-921d-3461d59c9147","section_id":"sec_601aeae9-98a2-4b0e-a884-0243790cc5fc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":15,"end":20,"exact":"HBM3E","quote":"- メモリ\n  \n  - **HBM3E 288 GB / GPU**\n  - H100比で 3.6倍\n  - B200（GB200）比で 1.5倍（192 GB → 288 GB）\n  - メモリバスは 8192-bit、帯域は **最大","quote_start":0,"quote_end":120,"text_sha256":"ec5e4d3b77b9764ff2c9478d540fd94a9989da5b502b469dd6be1fe1858f52f9","block_sha256":"ec5e4d3b77b9764ff2c9478d540fd94a9989da5b502b469dd6be1fe1858f52f9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5c1381d3-461d-40ab-acea-997127510f6e/#blk_3ab408d1-31db-4157-921d-3461d59c9147"},{"id":"occ_c6e7ba942640a8612be7bb45","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5c1381d3-461d-40ab-acea-997127510f6e","work_id":"wrk_153585aa-ce70-48f0-8fcf-0c54fb47c7a9","block_id":"blk_510f2234-c58f-40ad-8983-6078144e79a2","section_id":"sec_93559fcb-69bc-45a4-b0c1-0ca86b85d766","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3e"],"evidence":{"text_basis":"markdown","start":288,"end":293,"exact":"HBM3e","quote":"\n  \n  - GB300：**GB200比でだいたい1.5倍クラスのFP4性能＋メモリ1.5倍（288GB HBM3e）**([NVIDIA Developer](https://developer.nvidia.com/blog/inside-nvidia-blackwell-ultra-the-chip-powe","quote_start":233,"quote_end":393,"text_sha256":"f4c25985c48fb21bc788d3a6c7aec7b91d385ed0c507533b87db607d0c1fbb2f","block_sha256":"f4c25985c48fb21bc788d3a6c7aec7b91d385ed0c507533b87db607d0c1fbb2f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5c1381d3-461d-40ab-acea-997127510f6e/#blk_510f2234-c58f-40ad-8983-6078144e79a2"},{"id":"occ_cf81424a31b75656be4961c2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5c1381d3-461d-40ab-acea-997127510f6e","work_id":"wrk_153585aa-ce70-48f0-8fcf-0c54fb47c7a9","block_id":"blk_52147c51-f08d-4e39-962f-c990abd63c77","section_id":"sec_df69c57f-51f9-40e5-9cb9-d89b874df40f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":82,"end":85,"exact":"HBM","quote":" \n   - 世代ごとの NRE（設計費・マスク費など）を前払い/契約。\n   - 量産フェーズでは「ウェハ＋HBM＋パッケージ＋テスト＋Broadcom マージン」を含む **コスト＋マージン型の単価**で TPU ダイを購入。\n2. **Google の内部利用**\n   \n   - TPU ラック/Pod 全","quote_start":27,"quote_end":185,"text_sha256":"6666a993eff4a810a5bd40f5798e3d9295ca66f94d8307a2a48a99c02d582839","block_sha256":"6666a993eff4a810a5bd40f5798e3d9295ca66f94d8307a2a48a99c02d582839","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5c1381d3-461d-40ab-acea-997127510f6e/#blk_52147c51-f08d-4e39-962f-c990abd63c77"},{"id":"occ_75cc706baecb2ba6a4030c76","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5c1381d3-461d-40ab-acea-997127510f6e","work_id":"wrk_153585aa-ce70-48f0-8fcf-0c54fb47c7a9","block_id":"blk_591eb282-00ef-4a17-b45d-35c78fecee80","section_id":"sec_df69c57f-51f9-40e5-9cb9-d89b874df40f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":126,"end":129,"exact":"HBM","quote":"統合：** 主に Broadcom のカスタム ASIC 部門。\n- **製造：** TSMC（先端ノード）、HBM は Samsung / SK hynix など。([newsletter.semianalysis.com](https://newsletter.semianalysis.com/p/google","quote_start":71,"quote_end":229,"text_sha256":"44dca5e5f3b4419556ea283e926c345da1bae97dd7971b9574fddb5a7ddc438b","block_sha256":"44dca5e5f3b4419556ea283e926c345da1bae97dd7971b9574fddb5a7ddc438b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5c1381d3-461d-40ab-acea-997127510f6e/#blk_591eb282-00ef-4a17-b45d-35c78fecee80"},{"id":"occ_d2b7c6c66b04b027c063bce7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5c1381d3-461d-40ab-acea-997127510f6e","work_id":"wrk_153585aa-ce70-48f0-8fcf-0c54fb47c7a9","block_id":"blk_5a253073-05fa-40b3-8c9b-fba7e714c810","section_id":"sec_064b9083-cba1-4961-befa-c5e47ea9cc9c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":514,"end":517,"exact":"HBM","quote":"le-s-challenge))  \n     と分析。\n- 要するに、  \n  **「チップ単価＝TSMC＋HBM＋パッケージ＋Broadcom の modest なマージン」**  \n  という構造で、NVIDIA のような“ブランド GPU プレミアム”が乗っていない。","quote_start":459,"quote_end":597,"text_sha256":"a09dfe9cadd998bb1c821e4daf01a41792d83be1ee51899d116d3ef77866ff2b","block_sha256":"a09dfe9cadd998bb1c821e4daf01a41792d83be1ee51899d116d3ef77866ff2b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5c1381d3-461d-40ab-acea-997127510f6e/#blk_5a253073-05fa-40b3-8c9b-fba7e714c810"},{"id":"occ_227582b60cafcb37b91fefa4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5c1381d3-461d-40ab-acea-997127510f6e","work_id":"wrk_153585aa-ce70-48f0-8fcf-0c54fb47c7a9","block_id":"blk_7660ac37-4694-4f7e-8cca-6943241c9896","section_id":"sec_f363e30c-6f89-4bf8-ad62-ff1712f3a08f","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM3e"],"evidence":{"text_basis":"markdown","start":95,"end":100,"exact":"HBM3e","quote":"00比：**FP4で約1.5倍、Attentionで2倍**\n  - メモリ：**192GB → 288GB HBM3e**（1.5倍）([NVIDIA Developer](https://developer.nvidia.com/blog/inside-nvidia-blackwell-ultra-the-chip","quote_start":40,"quote_end":200,"text_sha256":"5d0781ec199e7c4a471795dd6da809e34b0ad7654792fb95960d30821d06dde9","block_sha256":"5d0781ec199e7c4a471795dd6da809e34b0ad7654792fb95960d30821d06dde9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5c1381d3-461d-40ab-acea-997127510f6e/#blk_7660ac37-4694-4f7e-8cca-6943241c9896"},{"id":"occ_49fe8608e4ad55550ca66dc3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5c1381d3-461d-40ab-acea-997127510f6e","work_id":"wrk_153585aa-ce70-48f0-8fcf-0c54fb47c7a9","block_id":"blk_89eb3a37-dbb2-4cae-91fe-71042d474f87","section_id":"sec_bfc49134-fc3d-48b6-a2b6-703cafade4ab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":264,"end":267,"exact":"HBM","quote":"- **Attention性能は2倍**、\n  - 合計**40 TBのCPU/GPUコヒーレントメモリ**（HBM＋DDRを含む）を提供。([NVIDIA](https://www.nvidia.com/en-us/data-center/gb300-nvl72/?utm_source=chatgpt.com))","quote_start":209,"quote_end":367,"text_sha256":"b414dd55a5a21e965f609059ccaf0913fab812e6ba59d85c23a252753e206b08","block_sha256":"b414dd55a5a21e965f609059ccaf0913fab812e6ba59d85c23a252753e206b08","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5c1381d3-461d-40ab-acea-997127510f6e/#blk_89eb3a37-dbb2-4cae-91fe-71042d474f87"},{"id":"occ_2186f58d9ace5139b4dc6120","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5c1381d3-461d-40ab-acea-997127510f6e","work_id":"wrk_153585aa-ce70-48f0-8fcf-0c54fb47c7a9","block_id":"blk_a54970c6-303f-4e92-b039-b8985eef1ae9","section_id":"sec_33fe2740-4221-4422-ace4-53c74e706d2e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":104,"end":107,"exact":"HBM","quote":"よるキャッシュコヒーレンシ（高速なメモリ一貫性維持機構）が存在しません**。複数のTPUチップがそれぞれ大容量HBMメモリを持っていますが、あるチップのメモリを書き換えても他のチップのキャッシュに自動反映されるような仕組みはなく、**各TPUは基本的に自分の持つメモリ空間しか直接読み取れない**という前提になってい","quote_start":49,"quote_end":207,"text_sha256":"8d018f844bda45d920eebe955397b49f2f772d629ff12d742997425e22d93ded","block_sha256":"8d018f844bda45d920eebe955397b49f2f772d629ff12d742997425e22d93ded","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5c1381d3-461d-40ab-acea-997127510f6e/#blk_a54970c6-303f-4e92-b039-b8985eef1ae9"},{"id":"occ_f187c336ced4746c980dc9e3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5c1381d3-461d-40ab-acea-997127510f6e","work_id":"wrk_153585aa-ce70-48f0-8fcf-0c54fb47c7a9","block_id":"blk_c1fd1561-92d2-4413-9465-3952bad4640e","section_id":"sec_073c9af8-f24f-40e3-b572-182711f586a1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":28,"end":32,"exact":"HBM4","quote":"- Rubin GPUは TSMC 3nm ＋ 次世代 HBM4 を採用するという報道が多数（ただし公式スペックではなく、**有力リーク＋業界予測レベル**）。([TweakTown](https://www.tweaktown.com/news/102001/n","quote_start":0,"quote_end":132,"text_sha256":"97a342915b5711ef364d7b123bade38f22220bc03fb0929e0d6a769b8cf5a6d7","block_sha256":"97a342915b5711ef364d7b123bade38f22220bc03fb0929e0d6a769b8cf5a6d7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5c1381d3-461d-40ab-acea-997127510f6e/#blk_c1fd1561-92d2-4413-9465-3952bad4640e"},{"id":"occ_6ee143f950b545d08218e313","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5c1381d3-461d-40ab-acea-997127510f6e","work_id":"wrk_153585aa-ce70-48f0-8fcf-0c54fb47c7a9","block_id":"blk_ec2fd077-4673-493f-a8df-7da412f486e2","section_id":"sec_2f537b94-1cba-4588-ac36-c3f474a9a314","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":854,"end":857,"exact":"HBM","quote":"ファ**（例えばTPUv4ではUnified Bufferとして**CMEM 128MiB**等）を備え、外部HBMから必要なデータは一度このバッファに明示的にロードされてから演算に供されます[henryhmko.github.io](https://henryhmko.github.io/posts/tpu/tp","quote_start":799,"quote_end":957,"text_sha256":"75fd87c744db816e13d5a51bc1b45bb1da31fc84381597da9a64ad50cc4f4706","block_sha256":"75fd87c744db816e13d5a51bc1b45bb1da31fc84381597da9a64ad50cc4f4706","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5c1381d3-461d-40ab-acea-997127510f6e/#blk_ec2fd077-4673-493f-a8df-7da412f486e2"},{"id":"occ_49586002a810f8c6ab52e17a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5cb295dd-df59-4d28-9799-42065461c569","work_id":"wrk_5380fdec-35cc-4092-a93e-530c9abca5c9","block_id":"blk_2b8fa019-9e4e-4a12-a61a-f7e189acf29e","section_id":"sec_f07eb27a-ae6e-4f12-b383-76f3bc65a17b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"現状、AIインフラはNVIDIA GPU、TSMC、HBM、CoWoS、電力、冷却、ネットワークに強く依存しています。TeslaもxAIもSpaceXも、将来AIを巨大化させるにはチップが足りません。","quote_start":0,"quote_end":100,"text_sha256":"ac48a0fa45a559e04371d9db9ec5af801f65eb97d876c685ab1833ff5814ec08","block_sha256":"ac48a0fa45a559e04371d9db9ec5af801f65eb97d876c685ab1833ff5814ec08","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5cb295dd-df59-4d28-9799-42065461c569/#blk_2b8fa019-9e4e-4a12-a61a-f7e189acf29e"},{"id":"occ_b0ede5990df7b35b6e63b9b5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":0,"end":3,"exact":"HBM","quote":"HBMだけでは足りない: AI推論時代に始まるメモリ階層戦争","quote_start":0,"quote_end":30,"text_sha256":"86f5a0ea222f3ba701e561b360223422578462971909b2c64925f674b130a4c2","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/"},{"id":"occ_0d51ea9cfd75ac2afa9de8f5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_0438bb8f-18f4-4617-accf-8db224134f1f","section_id":"sec_2fe97cbb-1ea0-4ab5-92ef-0f961d8bef91","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"2028年は、増産しても需要が追い越し、HBM・DRAM・NANDの不足が続く。","quote_start":0,"quote_end":40,"text_sha256":"571ccf84899f16dc5e8950bc81b40a84c300a324cb7928f6a86598f7ecbd4e8d","block_sha256":"571ccf84899f16dc5e8950bc81b40a84c300a324cb7928f6a86598f7ecbd4e8d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_0438bb8f-18f4-4617-accf-8db224134f1f"},{"id":"occ_6d24cf8c9d37ae7cd6fe0235","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_05254821-9e79-4281-a349-d6412e9b8206","section_id":"sec_021be68d-ce1a-4b16-9ee2-c261624ee63f","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"AI学習では、巨大なモデルとデータを高速に処理するため、GPU上のHBMが極めて重要になる。HBMは高帯域で、GPUの演算器へ大量のデータを供給できる。学習では、重み、勾配、活性化、optimizer stateなどが大量に発生するため、HBMの容量と帯域が直接性能に効く","quote_start":0,"quote_end":136,"text_sha256":"052b7e5717f39909abfe09b2b5fee8f5afbfd253a339bd56daea370791e9693c","block_sha256":"052b7e5717f39909abfe09b2b5fee8f5afbfd253a339bd56daea370791e9693c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_05254821-9e79-4281-a349-d6412e9b8206"},{"id":"occ_90a7de060d612d3da550da02","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_0ac4bdbc-050d-4f54-bc57-cc5323e772a2","section_id":"sec_1651af9f-f1bb-4931-8107-b3bfc929a257","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"**絶ノイア:** だからHBMだけではなく、DRAM、CXL、SSD、XL-FLASH、HBFまで見ないといけない。","quote_start":0,"quote_end":59,"text_sha256":"9fc850eaec5ae0f85333460ebe7dffbed158363edd5c68dc5039293bc8a37226","block_sha256":"9fc850eaec5ae0f85333460ebe7dffbed158363edd5c68dc5039293bc8a37226","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_0ac4bdbc-050d-4f54-bc57-cc5323e772a2"},{"id":"occ_f2d8fadb2e224b0f0f85f337","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_0c0dadb6-ef12-4eff-980f-f63babc7dc6a","section_id":"sec_c4cf6ec5-5bbd-4234-bdf3-58d5f151ba50","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"2029年になると、メモリメーカーの増産効果が出て、HBMはようやく均衡に近づく。ただし、強需要シナリオではまだ不足が続く。","quote_start":0,"quote_end":62,"text_sha256":"7bf146a5f68400799f3e28f0e620334aea226485ab8987aa23f41bfe43d329fa","block_sha256":"7bf146a5f68400799f3e28f0e620334aea226485ab8987aa23f41bfe43d329fa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_0c0dadb6-ef12-4eff-980f-f63babc7dc6a"},{"id":"occ_d0982c0ae8d6e93d7fa3d682","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_0dbb7075-d431-457e-9540-a3487b12f538","section_id":"sec_2fe97cbb-1ea0-4ab5-92ef-0f961d8bef91","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"見るべきなのは、HBM、DRAM、CXL、XL-FLASH、HBF、enterprise SSD、KVキャッシュ管理ソフトを含む、メモリ階層全体である。","quote_start":0,"quote_end":76,"text_sha256":"74f5642a972e808a06e10b170ad2a45301937d2fc0ad17ef8e9606fc59bae89f","block_sha256":"74f5642a972e808a06e10b170ad2a45301937d2fc0ad17ef8e9606fc59bae89f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_0dbb7075-d431-457e-9540-a3487b12f538"},{"id":"occ_9e4b648a2d602f8bc78a657d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_11fc1d85-72a8-49c5-aac3-a667acf378a6","section_id":"sec_021be68d-ce1a-4b16-9ee2-c261624ee63f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"その外側にCPU DRAMやCXLメモリがある。HBMに置ききれないが、比較的高速に参照したいデータの逃がし先になる。","quote_start":0,"quote_end":59,"text_sha256":"c4fee1fcda95c4288bfe7e66b12a66904d1a0131e2a8dbb101976818bb673545","block_sha256":"c4fee1fcda95c4288bfe7e66b12a66904d1a0131e2a8dbb101976818bb673545","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_11fc1d85-72a8-49c5-aac3-a667acf378a6"},{"id":"occ_34ec390fb4ee222370b4f31b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_200285fc-2ebe-4705-ada0-f86cbceaf9ed","section_id":"sec_5449428d-3412-482f-9abe-034e838c1071","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"HBFは、将来HBMの外側、あるいは横に置かれる可能性のある高帯域フラッシュメモリ規格である。","quote_start":0,"quote_end":47,"text_sha256":"a078f5321a0313edf4836184417cec947dd86eb5f3366fa5a86b312d8acc0c68","block_sha256":"a078f5321a0313edf4836184417cec947dd86eb5f3366fa5a86b312d8acc0c68","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_200285fc-2ebe-4705-ada0-f86cbceaf9ed"},{"id":"occ_e34c18820fb3ed18c9d342ae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_21bb42bd-16cc-4407-9f44-3770c0062dfe","section_id":"sec_6de5c832-bf67-4d84-89d4-3952cce6c539","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":68,"end":71,"exact":"HBM","quote":"シュや長文コンテキストをGPU外へ逃がす仕組みである。AIエージェントでは、過去の作業履歴や会話履歴が膨らみ、HBMだけでは足りなくなる。そこで、HBMの外側に高速な文脈メモリ層を作り、GPUが必要なときに高速に取り出せるようにする。","quote_start":13,"quote_end":130,"text_sha256":"2c540365f5e953b073f66fcb0efa776be64b00c0a1ba9873377679ef753607cc","block_sha256":"2c540365f5e953b073f66fcb0efa776be64b00c0a1ba9873377679ef753607cc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_21bb42bd-16cc-4407-9f44-3770c0062dfe"},{"id":"occ_4b9b220b229a69b4cf89befe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_26c2c46f-0a4d-4698-999f-af1497b6e700","section_id":"sec_021be68d-ce1a-4b16-9ee2-c261624ee63f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"最上位にGPU HBMがある。ここには、最もホットなモデル重み、KVキャッシュ、計算直近のデータを置く。","quote_start":0,"quote_end":52,"text_sha256":"d4ab3c7113e101f5f8b15d90a3149cab74be66d88f41b75319f88fd6ef889c28","block_sha256":"d4ab3c7113e101f5f8b15d90a3149cab74be66d88f41b75319f88fd6ef889c28","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_26c2c46f-0a4d-4698-999f-af1497b6e700"},{"id":"occ_a9b06b581b78ea5de147239c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_2a0da830-ddae-4a2f-816c-fd8543117086","section_id":"sec_f0c7e51e-9ce7-44d9-8ac9-4904a1dfbda0","layer":"character","character_id":"zetu_noia","count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"見るべきなのは、HBMの価格だけではありません。tokens/sec/GB HBM、TTFT、p99 latency、KV cache hit rate、AI向けeSSD比率、HBF標準化、CXL採用率。そこに、次のAIフ","quote_start":0,"quote_end":111,"text_sha256":"75606d6192a65791a25c0040e2729de7b30c95d43978b8133bceda088ff60bd5","block_sha256":"75606d6192a65791a25c0040e2729de7b30c95d43978b8133bceda088ff60bd5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_2a0da830-ddae-4a2f-816c-fd8543117086"},{"id":"occ_f0c12b6249a986a03d306003","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_2e1a49f2-3760-497c-9645-0d37e99774d8","section_id":"sec_4aad8304-e49e-40be-8202-c55ab23fb1cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"### 2029年：HBMは均衡へ、NANDとDRAMへボトルネックが移る","quote_start":0,"quote_end":37,"text_sha256":"16fa0bc85140be72135ad54ba4e00c03f1ccad4ed69335f45491a3dd4f82a416","block_sha256":"16fa0bc85140be72135ad54ba4e00c03f1ccad4ed69335f45491a3dd4f82a416","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_2e1a49f2-3760-497c-9645-0d37e99774d8"},{"id":"occ_e585a59287bbe17592bfd341","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_30153cf4-9b3c-41c9-99ac-e0bb9de38fa4","section_id":"sec_c53c8a7c-68a5-45a1-ac1c-f6f9243f5297","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"しかし、供給側の増産はまだ追いつきにくい。HBMは顧客認定、歩留まり、先端パッケージ、TSV、ベースダイ、CoWoS系工程が絡むため、投資してもすぐには増えない。","quote_start":0,"quote_end":81,"text_sha256":"a45771e84fd1aa5ab4303ee2685e0978463789d549e7723b42b69720edf913cb","block_sha256":"a45771e84fd1aa5ab4303ee2685e0978463789d549e7723b42b69720edf913cb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_30153cf4-9b3c-41c9-99ac-e0bb9de38fa4"},{"id":"occ_3e8337474bcb29cc11d8aa5e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_316ab4c7-6054-4ecc-8f40-b12ad8044287","section_id":"sec_4aad8304-e49e-40be-8202-c55ab23fb1cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":67,"end":70,"exact":"HBM","quote":"要はさらに広がっている。長文エージェント、企業RAG、動画AI、ロボットAI、AI PC、車載AIが伸びると、HBM不足が緩んだ分だけ、DRAMやNANDへ負荷が移る。","quote_start":12,"quote_end":96,"text_sha256":"2bb7e761951594c5dd5487ccc2230559408cd2676562db92584c9e2e501a4e46","block_sha256":"2bb7e761951594c5dd5487ccc2230559408cd2676562db92584c9e2e501a4e46","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_316ab4c7-6054-4ecc-8f40-b12ad8044287"},{"id":"occ_2fff84afa9ad88997c10e6c2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_32704f0f-fc1e-4fbd-8d67-872c6be1f87a","section_id":"sec_5449428d-3412-482f-9abe-034e838c1071","layer":"body","character_id":null,"count":7,"matched_aliases":["HBM","HBM3E","HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":152,"end":155,"exact":"HBM","quote":"-------------- | ----------------------------- |\n| GPU HBM        | 最もホットな重み、KV、計算直近データ | HBM3E、HBM4、HBM4E              |\n| CPU DRAM / CXL | HBMに置ききれない高速データ  ","quote_start":97,"quote_end":255,"text_sha256":"e239bb354dccc1db3b8d40db93d8927e2eee8b1f03cf729475f8d5d0fecaeb04","block_sha256":"e239bb354dccc1db3b8d40db93d8927e2eee8b1f03cf729475f8d5d0fecaeb04","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_32704f0f-fc1e-4fbd-8d67-872c6be1f87a"},{"id":"occ_4cfdda752d2449bb7cc3a4ec","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_3682cf8d-fe30-41bd-9e9b-6549acacdd6a","section_id":"sec_c45c90b6-5e0b-47d4-b622-35596fae97f1","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"HBFは、HBMの完全な代替ではない。学習や超低レイテンシーの演算では、今後もHBMが必要になる。しかし推論では、すべてのデータがHBM級の低レイテンシーを必要とするわけではない。","quote_start":0,"quote_end":90,"text_sha256":"a33f83c51d572bfb344f525cb4cdc283cc6fa95952973d73f2a485f232b8bd47","block_sha256":"a33f83c51d572bfb344f525cb4cdc283cc6fa95952973d73f2a485f232b8bd47","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_3682cf8d-fe30-41bd-9e9b-6549acacdd6a"},{"id":"occ_06b52fe66809ceabd3cff309","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_3d7b6049-ea31-4ddc-974c-4b480b37124e","section_id":"sec_189571be-8501-4140-83bd-1b5adb22271e","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"熱い記憶はHBMとなり、広間の記憶はDRAMとなり、地下の記憶はNANDとなる。CXLは回廊を伸ばし、HBFは炉と地下のあいだに新しい橋を架ける。","quote_start":0,"quote_end":73,"text_sha256":"3146b6e3b704d52b8f7e33f1c9fe7e93d260eb0acc3a1154d64cd5942b92a2b6","block_sha256":"3146b6e3b704d52b8f7e33f1c9fe7e93d260eb0acc3a1154d64cd5942b92a2b6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_3d7b6049-ea31-4ddc-974c-4b480b37124e"},{"id":"occ_e9ae4c5ee1f1c57df7e859dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_3dc802c7-2bc8-410a-a8b4-5d09db552cbb","section_id":"sec_c45c90b6-5e0b-47d4-b622-35596fae97f1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"## 5. HBF標準化──HBMの横に置かれる高帯域フラッシュ","quote_start":0,"quote_end":32,"text_sha256":"5b56923dd489ce7087c81776892e1bb1e813137a336dfb5e1a594b1cb7af214a","block_sha256":"5b56923dd489ce7087c81776892e1bb1e813137a336dfb5e1a594b1cb7af214a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_3dc802c7-2bc8-410a-a8b4-5d09db552cbb"},{"id":"occ_dd0dad3fa31cf18f9e38be2b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_4307b318-0f7b-4e89-bd52-e15dd9fd488f","section_id":"sec_e9426f80-4cfa-43b7-b2cc-8575eda1daff","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"言い換えれば、AIインフラは「GPUをどれだけ買えるか」の競争から、「限られた高価なHBMをどれだけ節約しながら、DRAM・NAND・CXL・SSDを使ってGPUを遊ばせないか」の競争へ移っている。","quote_start":0,"quote_end":99,"text_sha256":"19de413c95b7e457ed851967e7f05c738b829843aa55675abfe25a975109486a","block_sha256":"19de413c95b7e457ed851967e7f05c738b829843aa55675abfe25a975109486a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_4307b318-0f7b-4e89-bd52-e15dd9fd488f"},{"id":"occ_0844462b7cb68e07f81b891f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_4b309889-98f6-4c29-beeb-feda0fafee13","section_id":"sec_89807455-3a6e-4d0b-b516-e204b7fee291","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"メモリ階層化を、単にHBMを節約する技術として見ると読み違える。確かに、KVキャッシュ圧縮、量子化、CXL、GPU直結SSD、HBFは、同じ仕事をより少ないHBMで回すために使われる。だがAI推論の世界では、効率化は需要を消す","quote_start":0,"quote_end":113,"text_sha256":"d36c043b4b39449b79767df4d578c17e38d2df20c96bdd8931145de9b9019b40","block_sha256":"d36c043b4b39449b79767df4d578c17e38d2df20c96bdd8931145de9b9019b40","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_4b309889-98f6-4c29-beeb-feda0fafee13"},{"id":"occ_21c2af58a1133a1036c0adba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_51425af3-776e-4905-9a25-0ed3e75dc6cd","section_id":"sec_e8450030-c9af-4bc3-b056-611c8e04189a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"まず、GPU/AI ASIC 1個あたりのHBM搭載量を見るべきである。96GB、192GB、288GB、384GB、512GB、1TBと増えていくなら、GPU出荷台数以上にHBM需要は増える。","quote_start":0,"quote_end":97,"text_sha256":"be0e852529008e29548d527ff83ad18fab4b97748d8b71743799671d3c4ed312","block_sha256":"be0e852529008e29548d527ff83ad18fab4b97748d8b71743799671d3c4ed312","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_51425af3-776e-4905-9a25-0ed3e75dc6cd"},{"id":"occ_e2d1d38e201f069ed9cd51f0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_574eea22-fa33-450d-a380-82c423e04abf","section_id":"sec_69902492-7190-4bae-bcb8-d1d67dbabe84","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":73,"end":76,"exact":"HBM","quote":"T、CXL、NVIDIA Storage-Next、Kioxia GP/XL-FLASH、HBFがここに入る。HBMやDRAMに置ききれないデータを、より安価で大容量の層へ逃がし、必要なときだけ戻す。","quote_start":18,"quote_end":118,"text_sha256":"a33e9894e2650217628297132abb4b2f909b486485a919494e8a9effee58123e","block_sha256":"a33e9894e2650217628297132abb4b2f909b486485a919494e8a9effee58123e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_574eea22-fa33-450d-a380-82c423e04abf"},{"id":"occ_099aa70eeef7efd4b150c913","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_5aa50e1a-6af7-4eda-af66-51ae45824ee8","section_id":"sec_69902492-7190-4bae-bcb8-d1d67dbabe84","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"これらを合わせると、同じ推論量あたりのHBM必要量は、2030年までに40〜55%程度減らせる可能性がある。","quote_start":0,"quote_end":54,"text_sha256":"91d8d3e15ce01a46b21921d930ce56fa18c5dd160940ede873b861e6a5cf05f5","block_sha256":"91d8d3e15ce01a46b21921d930ce56fa18c5dd160940ede873b861e6a5cf05f5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_5aa50e1a-6af7-4eda-af66-51ae45824ee8"},{"id":"occ_863ca833c8dd514f4987842f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_5bcae5a9-de54-4734-a454-f88c88a9c8c1","section_id":"sec_2fe97cbb-1ea0-4ab5-92ef-0f961d8bef91","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"メモリ節約技術は、2027〜2030年にかけて確実に効いてくる。同じ推論量あたりのHBM必要量は、2030年までに40〜55%程度削減される可能性がある。","quote_start":0,"quote_end":77,"text_sha256":"a60e02080fe202cfa39c2af3174f8dc0bfc43fba595d75a323d87d4f453e8d5f","block_sha256":"a60e02080fe202cfa39c2af3174f8dc0bfc43fba595d75a323d87d4f453e8d5f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_5bcae5a9-de54-4734-a454-f88c88a9c8c1"},{"id":"occ_b3d7c125a14a3964abef3f54","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_61043913-3e78-4b38-b71e-001e5cbd20df","section_id":"sec_2fe97cbb-1ea0-4ab5-92ef-0f961d8bef91","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"2029年は、HBMは少し落ち着くが、NAND/DRAMへボトルネックが移る。","quote_start":0,"quote_end":39,"text_sha256":"f1a0cf86610ed134d115568d838299dbd91747fefa933a03fa297f4a7cce87fb","block_sha256":"f1a0cf86610ed134d115568d838299dbd91747fefa933a03fa297f4a7cce87fb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_61043913-3e78-4b38-b71e-001e5cbd20df"},{"id":"occ_13158c55691440ca8bd2d040","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_652ef474-7150-4ac0-9a3c-4de21f4091f1","section_id":"sec_c4cf6ec5-5bbd-4234-bdf3-58d5f151ba50","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、2027年が最も苦しい可能性が高い。節約技術は効き始めるが、GPU/AI ASICの出荷増加と1チップあたりHBM搭載量の増加がそれを上回る。","quote_start":0,"quote_end":76,"text_sha256":"820d3a5cd54577e0807dbed08fff82ba147ae010e40c48e983756d1817c02ea4","block_sha256":"820d3a5cd54577e0807dbed08fff82ba147ae010e40c48e983756d1817c02ea4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_652ef474-7150-4ac0-9a3c-4de21f4091f1"},{"id":"occ_bc5bf9a3f8ac37ccc71e6b29","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_68c5c230-1ef9-4354-988c-2b5e336560de","section_id":"sec_021be68d-ce1a-4b16-9ee2-c261624ee63f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":142,"end":145,"exact":"HBM","quote":"きな問題にならなくても、128K、1M、さらに動画・音声・画像を含む長文コンテキストになると、KVキャッシュはHBMを急速に圧迫する。","quote_start":87,"quote_end":154,"text_sha256":"495e81611316746d36e7c4be77eb7707ea38acd7eb40e9254a57c619808ac9d7","block_sha256":"495e81611316746d36e7c4be77eb7707ea38acd7eb40e9254a57c619808ac9d7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_68c5c230-1ef9-4354-988c-2b5e336560de"},{"id":"occ_ffc9a5bb8d3f29dcdb1bc8de","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_6e2dca73-5c31-4098-96e5-04604dd962a6","section_id":"sec_c45c90b6-5e0b-47d4-b622-35596fae97f1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":80,"end":83,"exact":"HBM","quote":"を進めている新しい高帯域フラッシュメモリカテゴリである。通常のSSDのようにPCIeの先に置くのではなく、よりHBMに近い発想で、NANDを高帯域・大容量のメモリ層として使おうとする。","quote_start":25,"quote_end":117,"text_sha256":"46182651a78c609577c074f749be0998430eb35016e4340d510dd30ad6cddf19","block_sha256":"46182651a78c609577c074f749be0998430eb35016e4340d510dd30ad6cddf19","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_6e2dca73-5c31-4098-96e5-04604dd962a6"},{"id":"occ_69301ac232991cfe61b02b47","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_6e7d20e2-f2bd-4904-9c54-148930b0f31a","section_id":"sec_7e4c1ccc-897c-4d42-9402-747e6522e593","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"AIサーバーでは、GPU HBMだけでなくCPU側DRAMも大量に必要になる。さらに、HBM向けにウェハ、先端工程、投資、人材が吸われることで、PC、スマホ、一般サーバー向けDRAMの供給が圧迫される。","quote_start":0,"quote_end":101,"text_sha256":"ea9f7376755e54f0986d7b611263438eb0767e502ce8d083de272337cfdc70f2","block_sha256":"ea9f7376755e54f0986d7b611263438eb0767e502ce8d083de272337cfdc70f2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_6e7d20e2-f2bd-4904-9c54-148930b0f31a"},{"id":"occ_895a5116072b96ddebedc9a8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_78231717-0127-45e6-a20f-76c02c3649dc","section_id":"sec_2294282e-6570-423c-9922-45d214fa2f1e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"# HBMだけでは足りない──AI推論時代に始まるメモリ階層戦争","quote_start":0,"quote_end":32,"text_sha256":"42b70f4837c63be911dabb6b6dbbad196ed28e5a918686bfa11e581dc376eea3","block_sha256":"42b70f4837c63be911dabb6b6dbbad196ed28e5a918686bfa11e581dc376eea3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_78231717-0127-45e6-a20f-76c02c3649dc"},{"id":"occ_7adae50e01562541b9532052","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_79fee9b1-cc1c-4fad-aace-0be53e5695e3","section_id":"sec_f2e032cb-0286-4606-b686-d9b2b77b98e5","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"- メモリ階層化はHBM需要を単純に消すのではなく、DRAM、CXL、NAND、eSSD、HBFへ需要を再配線する。\n- 2027年は節約技術より新需要の伸びが強く、HBM・DRAM・AI向けNANDが同時に締まりやすい。\n","quote_start":0,"quote_end":112,"text_sha256":"4e92566ac88fc2cdf699ad1215f2b17aa08aaa4344064c11ae6d1d08a6ef239f","block_sha256":"4e92566ac88fc2cdf699ad1215f2b17aa08aaa4344064c11ae6d1d08a6ef239f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_79fee9b1-cc1c-4fad-aace-0be53e5695e3"},{"id":"occ_56505c799662dc8373b63151","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_7c1390f6-1dba-4cca-8918-702c2b423bed","section_id":"sec_e9426f80-4cfa-43b7-b2cc-8575eda1daff","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":"ら、常時稼働する推論、RAG、エージェント、長文コンテキスト、動画・ロボットAIへ広がるにつれ、問題はGPUとHBMだけでは解けなくなっている。","quote_start":17,"quote_end":89,"text_sha256":"937c777773893e8eeccc9747a4241ab231e73c69d4c41671bff207f3ff301a13","block_sha256":"937c777773893e8eeccc9747a4241ab231e73c69d4c41671bff207f3ff301a13","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_7c1390f6-1dba-4cca-8918-702c2b423bed"},{"id":"occ_a1f205e46f3abac611807133","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_7ea8f00e-f29b-4839-854c-dabf3f23621a","section_id":"sec_5449428d-3412-482f-9abe-034e838c1071","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"この流れを見ると、AIインフラの中心は「HBMだけ」から「メモリ階層全体」へ広がっていることが分かる。","quote_start":0,"quote_end":51,"text_sha256":"8276bb41a2a261b5eb6dcefd6558ffc990da67864ece026551ab33833ce74684","block_sha256":"8276bb41a2a261b5eb6dcefd6558ffc990da67864ece026551ab33833ce74684","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_7ea8f00e-f29b-4839-854c-dabf3f23621a"},{"id":"occ_69cba965599468c60d48789a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_80e9ef37-9875-4d68-9555-4260bf8d322f","section_id":"sec_021be68d-ce1a-4b16-9ee2-c261624ee63f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":92,"end":95,"exact":"HBM","quote":"報をベクトル化し、AIが検索して使う場合、巨大なベクトルDBやインデックスをどこに置くかが重要になる。すべてをHBMに置けば速いが、容量もコストも足りない。すべてをSSDに置けば安いが、遅延でGPUが待たされる。","quote_start":37,"quote_end":143,"text_sha256":"964c0931f52e50bafb7b998d4bd468cd354aa957233185b79caa566fb78b9e9f","block_sha256":"964c0931f52e50bafb7b998d4bd468cd354aa957233185b79caa566fb78b9e9f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_80e9ef37-9875-4d68-9555-4260bf8d322f"},{"id":"occ_5c118273dcc299f5d4789640","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_8394548c-7def-493b-b248-b06a1946a1c2","section_id":"sec_e9426f80-4cfa-43b7-b2cc-8575eda1daff","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"これから重要になるのは、HBM、DRAM、CXL、NAND、SSD、KVキャッシュをどう階層化するかである。","quote_start":0,"quote_end":54,"text_sha256":"529245afc9374742ecda07968efd0ef637e0cf3a3509b74d698a773364c19bb6","block_sha256":"529245afc9374742ecda07968efd0ef637e0cf3a3509b74d698a773364c19bb6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_8394548c-7def-493b-b248-b06a1946a1c2"},{"id":"occ_372c0519cddbb5fa2ef01bbf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_89c62b62-c165-4268-b458-780afcb64d61","section_id":"sec_f0c7e51e-9ce7-44d9-8ac9-4904a1dfbda0","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMだけを見ていると、AIインフラの熱の流れを見落とします。","quote_start":0,"quote_end":31,"text_sha256":"4376f3c3828ffa73914134cbe16d31a4ee1d382eff70f226efbc44932043c2bb","block_sha256":"4376f3c3828ffa73914134cbe16d31a4ee1d382eff70f226efbc44932043c2bb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_89c62b62-c165-4268-b458-780afcb64d61"},{"id":"occ_40055265844be61d8d57c8a8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_9096c9cc-44b0-4768-9e15-62e8311b4e6c","section_id":"sec_5470ed53-e19a-48ec-a4bc-cd034095c420","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"つまり、HBM不足が緩むほど、今度はNAND側にボトルネックが移る可能性がある。","quote_start":0,"quote_end":40,"text_sha256":"ebd0d1dbd4d4e3cdef265bff6c7c56ac957d65431c3e6c559133389f2e2942d7","block_sha256":"ebd0d1dbd4d4e3cdef265bff6c7c56ac957d65431c3e6c559133389f2e2942d7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_9096c9cc-44b0-4768-9e15-62e8311b4e6c"},{"id":"occ_a801b947c60d042aeeabf710","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_92216285-2626-45eb-99cd-7ea034540d62","section_id":"sec_806c685b-286d-4f8f-9e75-14988cceffd4","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":15,"end":19,"exact":"HBM4","quote":"2028年はかなり重要である。HBM4/HBM4E世代、CXLメモリ拡張、NVIDIA Storage-Next対応SSD、AMD側のMEXT統合が本格的に使われ始める可能性がある。","quote_start":0,"quote_end":91,"text_sha256":"d6d5f2e78a11f483c6fc4e68afe0bda6fb42c1772e015126af99ed899ea2e342","block_sha256":"d6d5f2e78a11f483c6fc4e68afe0bda6fb42c1772e015126af99ed899ea2e342","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_92216285-2626-45eb-99cd-7ea034540d62"},{"id":"occ_d75a3e2e57f320f77d235d64","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_99d4bc4c-6d5d-49e4-8e00-2a229b28306c","section_id":"sec_4aad8304-e49e-40be-8202-c55ab23fb1cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"この年は、HBMは均衡に近づくが、AI向けenterprise SSD、低レイテンシーNAND、CXLメモリが新たなボトルネックになる可能性がある。","quote_start":0,"quote_end":74,"text_sha256":"92114fbc73cbeddce45e970bbdefa6f9d3bf6cf38887ace6eb975212b9392a7a","block_sha256":"92114fbc73cbeddce45e970bbdefa6f9d3bf6cf38887ace6eb975212b9392a7a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_99d4bc4c-6d5d-49e4-8e00-2a229b28306c"},{"id":"occ_a4852d2add56860275dd1c85","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_a9a94bfc-abc9-4dba-84b4-bbf1207ad257","section_id":"sec_89807455-3a6e-4d0b-b516-e204b7fee291","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"このため、2027〜2030年の論点は「HBMが足りるか」だけではない。どの階層にボトルネックが移るか、どの階層が価格決定力を持つか、GPUの演算器を止めないためにどのメモリが戦略部材になるかである。","quote_start":0,"quote_end":100,"text_sha256":"af509898d255b0cba3ce1c5d79140f79dde63e3090855f7eae0d7110cb9cb2f0","block_sha256":"af509898d255b0cba3ce1c5d79140f79dde63e3090855f7eae0d7110cb9cb2f0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_a9a94bfc-abc9-4dba-84b4-bbf1207ad257"},{"id":"occ_79ff5d6404c6a59ae2c9bc62","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_aa55babb-8e9b-4558-9b6f-10d42fa3e374","section_id":"sec_89807455-3a6e-4d0b-b516-e204b7fee291","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":80,"end":83,"exact":"HBM","quote":"使い始める。長文が安くなると、エージェントが履歴を持ち、RAGが大きくなり、動画やロボットの状態も保持される。HBMから逃がされたデータは消えるのではない。DRAM、CXL、SSD、XL-FLASH、HBFへ場所を変え、AIファクトリーの別の階層を満たしていく。","quote_start":25,"quote_end":156,"text_sha256":"4e6efa051f6890e10e74d441f37582f70976f40ec10cf10ae71bb2b11de963fe","block_sha256":"4e6efa051f6890e10e74d441f37582f70976f40ec10cf10ae71bb2b11de963fe","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_aa55babb-8e9b-4558-9b6f-10d42fa3e374"},{"id":"occ_f4df7bcd9b0b2a6fd546dfed","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_ad4e4aa7-f970-4893-85f0-b0555dd0a7dc","section_id":"sec_4aad8304-e49e-40be-8202-c55ab23fb1cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"2029年になると、HBM供給はかなり増える。メモリ各社の増設効果が出て、深刻な不足は少しずつ緩む可能性がある。","quote_start":0,"quote_end":56,"text_sha256":"9ea41d95506291aed50815116d9730e584505756d41e582a8ceac023ff8f7858","block_sha256":"9ea41d95506291aed50815116d9730e584505756d41e582a8ceac023ff8f7858","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_ad4e4aa7-f970-4893-85f0-b0555dd0a7dc"},{"id":"occ_f1f6f264481b24f312f258fd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_b77e7d82-eeff-4492-9c4f-ff693d6d9fa7","section_id":"sec_e389394a-9776-49c3-be15-80800e66d75e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"ただし、HBFはHBMの完全代替ではない。学習や超低レイテンシー計算には、今後もHBMが必要になる。","quote_start":0,"quote_end":50,"text_sha256":"f259b90611e45144fdebe2077426685cd34de5f48acefd851c7d50c77910b870","block_sha256":"f259b90611e45144fdebe2077426685cd34de5f48acefd851c7d50c77910b870","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_b77e7d82-eeff-4492-9c4f-ff693d6d9fa7"},{"id":"occ_5fb8b03810252c1fc0507944","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_b8a38e59-fdfa-4f5c-b54c-cc0f7f6ab46c","section_id":"sec_89807455-3a6e-4d0b-b516-e204b7fee291","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"```text\nHBM不足\n  ↓\n圧縮・量子化・KV再利用\n  ↓\n長文、RAG、エージェント需要が拡大\n  ↓\nDRAM / CXL / eSSD / HBFへ負荷が移る\n  ↓\nメモリ不足は単一部品ではなく階層全体の","quote_start":0,"quote_end":111,"text_sha256":"fd5523779c13c7baf60f3b344780607fd4a5ea54396a44833817e54da64ddb30","block_sha256":"fd5523779c13c7baf60f3b344780607fd4a5ea54396a44833817e54da64ddb30","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_b8a38e59-fdfa-4f5c-b54c-cc0f7f6ab46c"},{"id":"occ_2bf9ffb7019a36b1bf66d4cc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_bdf41fd3-2d75-45ec-9171-446ba7aea2b4","section_id":"sec_2fe97cbb-1ea0-4ab5-92ef-0f961d8bef91","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"HBFは、将来HBMの横に置かれるかもしれない高帯域フラッシュである。","quote_start":0,"quote_end":35,"text_sha256":"74724e1876d5d3c8f2c911e412105d5715a4a93674312dbb7fac50bcf6ed2005","block_sha256":"74724e1876d5d3c8f2c911e412105d5715a4a93674312dbb7fac50bcf6ed2005","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_bdf41fd3-2d75-45ec-9171-446ba7aea2b4"},{"id":"occ_188db23ed7ac27b8efc94840","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_c0f3c842-1038-4f44-b4f8-400f52a7cc12","section_id":"sec_7e4c1ccc-897c-4d42-9402-747e6522e593","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"## 9. DRAMはHBMの陰で不足しやすい","quote_start":0,"quote_end":23,"text_sha256":"a514cb05f0f30953fd1ce9f64530991515edf61f4e3ee9dcd137cae57ddb2da7","block_sha256":"a514cb05f0f30953fd1ce9f64530991515edf61f4e3ee9dcd137cae57ddb2da7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_c0f3c842-1038-4f44-b4f8-400f52a7cc12"},{"id":"occ_3b0f7db5dba5a9fe04a78e9d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_c62a55e7-e224-4401-88be-5140e428855e","section_id":"sec_e389394a-9776-49c3-be15-80800e66d75e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"2030年は、HBM不足の一部がHBFやSSD階層へ逃げる一方、NAND側の高付加価値化が進む年になる可能性が高い。","quote_start":0,"quote_end":58,"text_sha256":"ccd4a1c5f755f24fc89a047cbd173e9cf4644289bc7fcd1fbebe3ba08ab89e34","block_sha256":"ccd4a1c5f755f24fc89a047cbd173e9cf4644289bc7fcd1fbebe3ba08ab89e34","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_c62a55e7-e224-4401-88be-5140e428855e"},{"id":"occ_6a21d3a19422381def0437d9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_c74596af-de66-429c-ac16-f817dbca2e99","section_id":"sec_2fe97cbb-1ea0-4ab5-92ef-0f961d8bef91","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"この流れを一言で言うなら、AIインフラは「HBMだけの時代」から「メモリ階層戦争の時代」へ移っている。","quote_start":0,"quote_end":51,"text_sha256":"28336bac7d2aa1a91a284772396c0ed4a9c82cc55e83a4a7d82c7f7061af53d3","block_sha256":"28336bac7d2aa1a91a284772396c0ed4a9c82cc55e83a4a7d82c7f7061af53d3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_c74596af-de66-429c-ac16-f817dbca2e99"},{"id":"occ_33794bd608bbe93aa3e5c31a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_c7940c1c-b269-4ab7-b77d-28ab5ad9380e","section_id":"sec_e9426f80-4cfa-43b7-b2cc-8575eda1daff","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"AIインフラを考えるとき、多くの人はまずGPUとHBMを見る。どのGPUを何万枚並べるのか。HBMは何GB載るのか。帯域は何TB/sなのか。もちろん、これは今後も最重要の指標であり続ける。","quote_start":0,"quote_end":94,"text_sha256":"f9e651aa2fa47302169724ec22ead54682280126735c812898f5ce3a1a084034","block_sha256":"f9e651aa2fa47302169724ec22ead54682280126735c812898f5ce3a1a084034","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_c7940c1c-b269-4ab7-b77d-28ab5ad9380e"},{"id":"occ_21003e83bf5a3b1bb9b88efb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_c8be7c77-d110-4526-8de4-9d8cc203fbc8","section_id":"sec_c4cf6ec5-5bbd-4234-bdf3-58d5f151ba50","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":7,"end":11,"exact":"HBM4","quote":"2028年にはHBM4/HBM4E、CXL、GPU直結SSD、KVキャッシュ最適化が本格化し、節約効果も大きくなる。しかし、推論需要、RAG、エージェントAIの拡大により、需給はまだタイトだろう。","quote_start":0,"quote_end":98,"text_sha256":"b17e2c993126c224856e82aa9d527353191e356c45993a1dff72477ec0aea80e","block_sha256":"b17e2c993126c224856e82aa9d527353191e356c45993a1dff72477ec0aea80e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_c8be7c77-d110-4526-8de4-9d8cc203fbc8"},{"id":"occ_13c7aa9293281468ca7296ad","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_caaa868d-6c07-4624-823c-1cf16aaca27a","section_id":"sec_965a89fb-4500-404c-a89b-48f983873809","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"MEXT、Storage-Next、Kioxia GP/XL-FLASH、HBFは、HBMやDRAMの不足をNANDへ逃がす技術でもある。つまり、NANDはメモリ節約の受け皿になる。","quote_start":0,"quote_end":91,"text_sha256":"023875da48de74eb1a118fc95e9e5c210fd254b32d83a9f7198cea7cb8651318","block_sha256":"023875da48de74eb1a118fc95e9e5c210fd254b32d83a9f7198cea7cb8651318","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_caaa868d-6c07-4624-823c-1cf16aaca27a"},{"id":"occ_5c649ac63be77f4cfaa01608","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_d6782fa8-33f7-4067-ae6d-90fbdd75a51e","section_id":"sec_c4cf6ec5-5bbd-4234-bdf3-58d5f151ba50","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"2030年には、HBFやCXL/SSD階層化が効き始め、HBM容量制約は一部緩和される可能性がある。ただし、動画AI、ロボットAI、AI PC、車載AI、常時稼働エージェントが上振れすれば、再び不足が続く。","quote_start":0,"quote_end":103,"text_sha256":"f3db841f13d123bd7ea0e71b4fed667452fc1d439ae0a1548e9979708c121f7e","block_sha256":"f3db841f13d123bd7ea0e71b4fed667452fc1d439ae0a1548e9979708c121f7e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_d6782fa8-33f7-4067-ae6d-90fbdd75a51e"},{"id":"occ_2fb86c179a5388429401441d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_d8ae9676-b718-4a7c-a151-a73812a235e3","section_id":"sec_7e4c1ccc-897c-4d42-9402-747e6522e593","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMだけでなく、通常DRAMも不足しやすい。","quote_start":0,"quote_end":23,"text_sha256":"f4915ade785bdf7fd0eac385688549da5a98d5a5590fbe3a74e4195c3fbc6495","block_sha256":"f4915ade785bdf7fd0eac385688549da5a98d5a5590fbe3a74e4195c3fbc6495","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_d8ae9676-b718-4a7c-a151-a73812a235e3"},{"id":"occ_8c17ad1d9eafb4b3214c03f6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_df4de8de-f7f7-47ca-a086-e06a11dfeec7","section_id":"sec_e8450030-c9af-4bc3-b056-611c8e04189a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"次に、tokens/sec/GB HBMを見るべきである。単なるtokens/secではなく、1GBのHBMでどれだけ推論できるかが、メモリ効率を見る本質的な指標になる。","quote_start":0,"quote_end":85,"text_sha256":"055c46cbc59a4fc437cef25296d0e4baac188c100474a28f85286fe23416e0ff","block_sha256":"055c46cbc59a4fc437cef25296d0e4baac188c100474a28f85286fe23416e0ff","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_df4de8de-f7f7-47ca-a086-e06a11dfeec7"},{"id":"occ_c04e95fe24f73c50d6631dff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_e03d29aa-f725-4541-925a-bda559ce1782","section_id":"sec_69902492-7190-4bae-bcb8-d1d67dbabe84","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":71,"end":74,"exact":"HBM","quote":"る。これは長文推論で特に重要になる。KVキャッシュはコンテキスト長と同時接続数に比例して増えるため、推論時代のHBM消費の主犯になりやすい。KVキャッシュをINT8、INT4、2bit級へ圧縮できれば、HBM使用量は大きく減る。","quote_start":16,"quote_end":130,"text_sha256":"e7c95c49f82152c98adb873991072e2f09d5306ee22040b0e863d97ecced5b92","block_sha256":"e7c95c49f82152c98adb873991072e2f09d5306ee22040b0e863d97ecced5b92","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_e03d29aa-f725-4541-925a-bda559ce1782"},{"id":"occ_cbb0ad6f2d1dd45260e7d909","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_e1e61150-881f-4ca5-a5cc-1c982c9bc22b","section_id":"sec_1651af9f-f1bb-4931-8107-b3bfc929a257","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"**絶ノイア:** HBMを節約できるなら、メモリ需要は落ちるのでしょうか。","quote_start":0,"quote_end":38,"text_sha256":"a36d3b0a8e76924d4705ddf8fc2e62ab07069b2951008cf50a5ee9b90ed7b20d","block_sha256":"a36d3b0a8e76924d4705ddf8fc2e62ab07069b2951008cf50a5ee9b90ed7b20d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_e1e61150-881f-4ca5-a5cc-1c982c9bc22b"},{"id":"occ_119e7b6bca48dd9d7ac60f6a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_e402c09e-2736-4c0f-a9d9-8af9994fb2a8","section_id":"sec_c4cf6ec5-5bbd-4234-bdf3-58d5f151ba50","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"### HBM需要・供給指数、2026年=100","quote_start":0,"quote_end":24,"text_sha256":"5fbeb02b95ba274103f27bff9bfbb8a83645b47b3423863b48a3102c4241410a","block_sha256":"5fbeb02b95ba274103f27bff9bfbb8a83645b47b3423863b48a3102c4241410a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_e402c09e-2736-4c0f-a9d9-8af9994fb2a8"},{"id":"occ_c35e27dc3fada7c920f33f6d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_e72b770f-fe57-40e3-bae0-f3febfd28618","section_id":"sec_e389394a-9776-49c3-be15-80800e66d75e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"HBFが実用化されれば、HBMに置ききれない大容量データを、よりGPUに近い高帯域フラッシュ層へ逃がせるようになる。これは、巨大モデル重み、RAG、コールドKV、読み出し中心の推論データで特に効く。","quote_start":0,"quote_end":99,"text_sha256":"32685b45a01046e625d689e773565c508db68f7c2bad5fc1caa3395f88215ace","block_sha256":"32685b45a01046e625d689e773565c508db68f7c2bad5fc1caa3395f88215ace","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_e72b770f-fe57-40e3-bae0-f3febfd28618"},{"id":"occ_945660c0729fee79f6f6f474","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_e7fe911f-bbfb-47df-ac8d-f99bdda483e1","section_id":"sec_c45c90b6-5e0b-47d4-b622-35596fae97f1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":51,"end":54,"exact":"HBM","quote":"巨大なモデル重み、RAGのベクトルDB、検索インデックス、コールドKV、読み出し中心の大容量データは、HBMほど速くなくてもよいが、通常SSDよりはるかに高帯域で読めると大きな価値がある。","quote_start":0,"quote_end":94,"text_sha256":"4728644f60b4face70ef7436e5d172d45dca441407905c5c56acb9f14c21b73d","block_sha256":"4728644f60b4face70ef7436e5d172d45dca441407905c5c56acb9f14c21b73d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_e7fe911f-bbfb-47df-ac8d-f99bdda483e1"},{"id":"occ_859ae8ed475d398831c713ac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_e97151c2-7283-4437-93e4-a67c2296fb9a","section_id":"sec_806c685b-286d-4f8f-9e75-14988cceffd4","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":10,"end":14,"exact":"HBM4","quote":"### 2028年：HBM4/HBM4E、CXL、GPU直結SSDが本格化","quote_start":0,"quote_end":37,"text_sha256":"07eee8eb686aa186a979f1ac07794fc4e93f726c62c8396a811f868e843234f0","block_sha256":"07eee8eb686aa186a979f1ac07794fc4e93f726c62c8396a811f868e843234f0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_e97151c2-7283-4437-93e4-a67c2296fb9a"},{"id":"occ_2b7eb9c838ec1105edcde434","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_e9c6d7a4-a526-4147-ac64-6a4113cc1f56","section_id":"sec_2fe97cbb-1ea0-4ab5-92ef-0f961d8bef91","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"これからのAIインフラ投資では、HBMだけを見るのでは不十分である。","quote_start":0,"quote_end":34,"text_sha256":"3fd69e17413f199a177ba17bde293e8d5fae0e803df05e998de6d7f6204a6a57","block_sha256":"3fd69e17413f199a177ba17bde293e8d5fae0e803df05e998de6d7f6204a6a57","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_e9c6d7a4-a526-4147-ac64-6a4113cc1f56"},{"id":"occ_3018ab38b18da3315f989c37","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_f6d6b149-6b74-4468-8549-ee221347ff87","section_id":"sec_c45c90b6-5e0b-47d4-b622-35596fae97f1","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":49,"end":52,"exact":"HBM","quote":"HBFが実用化されれば、AIアクセラレータの構造そのものが変わる可能性がある。将来的には、GPUにHBMだけを積むのではなく、HBMとHBFを組み合わせ、「超高速ホット層」と「大容量準メモリ層」を同時に持つ設計が出てくるかもしれない。","quote_start":0,"quote_end":117,"text_sha256":"f3d8fdc7a46da12abf066cdadca9c3745cef54cdb9ed6fc2539aa5cdfaa67eeb","block_sha256":"f3d8fdc7a46da12abf066cdadca9c3745cef54cdb9ed6fc2539aa5cdfaa67eeb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_f6d6b149-6b74-4468-8549-ee221347ff87"},{"id":"occ_f623f7dcdeacb2b124ffb8c2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39","block_id":"blk_fdea83bf-486e-4fda-8201-150f8d86fba0","section_id":"sec_021be68d-ce1a-4b16-9ee2-c261624ee63f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"そして将来的には、HBMとSSDの間にHBFのような高帯域フラッシュ層が入る可能性がある。","quote_start":0,"quote_end":45,"text_sha256":"56bbcbe4c9c9b251516a50b50333dfc33ba06377ea70476b85ff30b3c2908e17","block_sha256":"56bbcbe4c9c9b251516a50b50333dfc33ba06377ea70476b85ff30b3c2908e17","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5dbe090a-744f-4659-8ee9-8fbc7195e238/#blk_fdea83bf-486e-4fda-8201-150f8d86fba0"},{"id":"occ_62e7a5b5ff3a9de5f8babca8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":9,"end":12,"exact":"HBM","quote":"XBMとは何か――HBMを「メモリ・チップレット」へ作り替えるIntelの構想","quote_start":0,"quote_end":39,"text_sha256":"62ddac5f0491ead4c2015a06caa7978cfa3917b742bcf103bb0f7811ad5c81ec","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/"},{"id":"occ_cf5861fac645d29e2dca597c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_11510d2b-f9e8-472c-8691-d0ac10855604","section_id":"sec_8453c55e-bad9-4737-b2f7-3670245045c4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":51,"end":54,"exact":"HBM","quote":"- 顧客サンプル\n- コントローラー対応\n- AI ASICへの採用\n- 量産工場\n- 月産能力\n- HBMとの価格差","quote_start":0,"quote_end":59,"text_sha256":"9ab5a1ca6145a4858e021fc62b78a80d28737f1f2473c209e1c6786ff63f6637","block_sha256":"9ab5a1ca6145a4858e021fc62b78a80d28737f1f2473c209e1c6786ff63f6637","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_11510d2b-f9e8-472c-8691-d0ac10855604"},{"id":"occ_614449cd48aef1b4a845e271","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_1279d5b4-0127-427c-b8c4-5aea710577a1","section_id":"sec_2eeafa17-508b-4128-bec0-d6e6543587c3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 従来のHBMとXBMは何が違うのか","quote_start":0,"quote_end":20,"text_sha256":"ae5682111a2322515586761f9a659e1b5ae5a17f1fc0a7e6616e6463c289bca5","block_sha256":"ae5682111a2322515586761f9a659e1b5ae5a17f1fc0a7e6616e6463c289bca5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_1279d5b4-0127-427c-b8c4-5aea710577a1"},{"id":"occ_4fff315abe51cdab84d7632d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_141ac8bf-5cfe-4f8c-bed7-707bf54db330","section_id":"sec_8427feac-27ad-41fb-bf73-206d102d18cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでは、DRAMを積層し、プロセッサーの隣へ近づけた。","quote_start":0,"quote_end":29,"text_sha256":"432590355f994c6e07c4ca7a04ccc93c6f106090af1bc674469836bee2ac90e8","block_sha256":"432590355f994c6e07c4ca7a04ccc93c6f106090af1bc674469836bee2ac90e8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_141ac8bf-5cfe-4f8c-bed7-707bf54db330"},{"id":"occ_cbfe6b12330a8694ccfe301a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_190c3273-cee0-42b9-b388-24150623708c","section_id":"sec_55bd731a-7842-480a-80c1-c2fa4489404f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMとXBMの比較","quote_start":0,"quote_end":13,"text_sha256":"f757fe168c05a1a4d469aef6e50d7ff430f79c3b4fc1df4283c1fd369aec1ab6","block_sha256":"f757fe168c05a1a4d469aef6e50d7ff430f79c3b4fc1df4283c1fd369aec1ab6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_190c3273-cee0-42b9-b388-24150623708c"},{"id":"occ_3def6b2eb170098034d61729","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_247a141f-7ee2-4d6b-b8a9-44d5356e4fa8","section_id":"sec_e4f843d9-420a-47c9-a7a5-21287321eac9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを増やすほど、","quote_start":0,"quote_end":10,"text_sha256":"01e99bf0160becffd6949e129078120ad3aacc1fa14a9a1a036dc413f3f5cf88","block_sha256":"01e99bf0160becffd6949e129078120ad3aacc1fa14a9a1a036dc413f3f5cf88","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_247a141f-7ee2-4d6b-b8a9-44d5356e4fa8"},{"id":"occ_0d93d69a004f8a11a0e57a9e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_2e5a725f-04fe-42b9-a4b0-fdb70326ab55","section_id":"sec_86b2c972-c7fc-420c-9c5e-5aa80130a0ae","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"さらに、XBMが将来製品化されたとしても、HBMを全面的に置き換えるとは限らない。","quote_start":0,"quote_end":41,"text_sha256":"b50ab57424494f19c55f49c0bc84ca808f7c506cb09715c333144f507fe63fd2","block_sha256":"b50ab57424494f19c55f49c0bc84ca808f7c506cb09715c333144f507fe63fd2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_2e5a725f-04fe-42b9-a4b0-fdb70326ab55"},{"id":"occ_a7639e0c0e3b790f4873e05c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_2e921493-9b8f-4c12-991f-d86e218c0dc3","section_id":"sec_8427feac-27ad-41fb-bf73-206d102d18cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"TrendForce HBM Outlook:  \n[https://www.trendforce.com/presscenter/news/20260602-13074.html](https://www.trendforce","quote_start":0,"quote_end":114,"text_sha256":"3deba6d25a6db78875bb177bc93aae78a219a9ee727b0fb11818f8c89542e5dc","block_sha256":"3deba6d25a6db78875bb177bc93aae78a219a9ee727b0fb11818f8c89542e5dc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_2e921493-9b8f-4c12-991f-d86e218c0dc3"},{"id":"occ_1421b20aaebeff1ec8dde44f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_3a739c2f-5b5e-4661-9c4e-c0b730d293eb","section_id":"sec_f2d7c921-549a-49bb-8061-b83f37996e04","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは多数の短距離配線を使うため、1本当たりの速度と駆動力を抑えやすい。","quote_start":0,"quote_end":37,"text_sha256":"ad7ba98feb809ce178eb06f39fc77b2851245fded5b0e09e5fd755682ee88bd7","block_sha256":"ad7ba98feb809ce178eb06f39fc77b2851245fded5b0e09e5fd755682ee88bd7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_3a739c2f-5b5e-4661-9c4e-c0b730d293eb"},{"id":"occ_b843ec24ff9e08e2be39a06b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_456fe7db-225b-42c9-9df4-fccbe833fffb","section_id":"sec_e4f843d9-420a-47c9-a7a5-21287321eac9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMの次に問題になるのは、DRAMセルではなくパッケージである","quote_start":0,"quote_end":35,"text_sha256":"324207dd16e36e2fd8ddc683fcd0c55ea5a1fabab6c66e55cf42a82eca39f951","block_sha256":"324207dd16e36e2fd8ddc683fcd0c55ea5a1fabab6c66e55cf42a82eca39f951","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_456fe7db-225b-42c9-9df4-fccbe833fffb"},{"id":"occ_27eb34218304d51b5cfcffbd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_5d6b249f-55c5-4a80-bc2e-e9a5e9046ed9","section_id":"sec_e4f843d9-420a-47c9-a7a5-21287321eac9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが高い帯域を実現できる理由は、1本の配線を極端に高速化することではない。","quote_start":0,"quote_end":39,"text_sha256":"5ebcff9f19061b66203340126deac5f7d15850b47acabb290871400cc6e6602e","block_sha256":"5ebcff9f19061b66203340126deac5f7d15850b47acabb290871400cc6e6602e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_5d6b249f-55c5-4a80-bc2e-e9a5e9046ed9"},{"id":"occ_05bb2ee9728b7fdef2121801","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_5fa1db11-b725-44ed-8288-f689620ba466","section_id":"sec_a76aec54-ed6a-4835-84e0-c5db36e85026","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":18,"end":22,"exact":"HBM4","quote":"現時点では実測製品が存在しないため、HBM4より速い、消費電力が低い、製造コストが安いと断定することはできない。","quote_start":0,"quote_end":56,"text_sha256":"0a2b134faf48b8c22e9ad9f9416e0370165da723392406330c4b8a23e3a0e44d","block_sha256":"0a2b134faf48b8c22e9ad9f9416e0370165da723392406330c4b8a23e3a0e44d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_5fa1db11-b725-44ed-8288-f689620ba466"},{"id":"occ_ff1e0025a711c7e4dec044ad","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_6038b1ee-4664-462e-95d0-d5cd72647433","section_id":"sec_2eeafa17-508b-4128-bec0-d6e6543587c3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、非常に多くの物理配線を横へ並べることで帯域を確保する。","quote_start":0,"quote_end":32,"text_sha256":"9331746f66dfa82db306836b64f5ad9e0938d1c3917e52a0681c1c18d6b8e923","block_sha256":"9331746f66dfa82db306836b64f5ad9e0938d1c3917e52a0681c1c18d6b8e923","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_6038b1ee-4664-462e-95d0-d5cd72647433"},{"id":"occ_f73efd14d07fa14650ee2de5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_665a7e61-b685-4193-9cd9-88cab76f69af","section_id":"sec_c6c59147-ae41-44c9-8b29-d22301383040","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM型\n\nA B C D E F G H\n│ │ │ │ │ │ │ │\n多数の並列配線\n│ │ │ │ │ │ │ │\nGPU\n```","quote_start":0,"quote_end":73,"text_sha256":"485380eaa73b1392b5ebbb88c54ea2ab4f2f9a6ec4d793f49b9bdd2e7b9dbbf3","block_sha256":"485380eaa73b1392b5ebbb88c54ea2ab4f2f9a6ec4d793f49b9bdd2e7b9dbbf3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_665a7e61-b685-4193-9cd9-88cab76f69af"},{"id":"occ_cbbc78eaec329a8df5b4b90b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_683925b1-ac68-45c9-ba65-4ce5dd12d917","section_id":"sec_f57b88b2-ea4f-474d-b801-d082e9f29e95","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"> **HBMを構成していたDRAM、TSV、PHY、ベースダイ、パッケージを、チップレット時代に合わせて再設計する構想**","quote_start":0,"quote_end":62,"text_sha256":"1939fa0f2337fad29875e8158f7541a28fb58814fe92f36583f1ad64d23dc378","block_sha256":"1939fa0f2337fad29875e8158f7541a28fb58814fe92f36583f1ad64d23dc378","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_683925b1-ac68-45c9-ba65-4ce5dd12d917"},{"id":"occ_37cb6d9331f39ee8d654868b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_7453bcb9-6cae-4217-9c56-290f40cc45ed","section_id":"sec_8427feac-27ad-41fb-bf73-206d102d18cd","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"```\nDDR時代\nメモリは基板上の外部部品\n\n        ↓\n\nHBM時代\nメモリはGPUに隣接する積層部品\n\n        ↓\n\nXBMが示す方向\nメモリはパッケージ内ネットワークへ参加するチップレット\n```","quote_start":0,"quote_end":110,"text_sha256":"2cebe46043f1baaf4c9b603a33cec0eee94d1b13496f2ffebb8fb3a32746b5b6","block_sha256":"2cebe46043f1baaf4c9b603a33cec0eee94d1b13496f2ffebb8fb3a32746b5b6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_7453bcb9-6cae-4217-9c56-290f40cc45ed"},{"id":"occ_bd23e1877d860c3310e6f8e5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_846ece43-d681-417a-9b03-92ad625f81df","section_id":"sec_e4f843d9-420a-47c9-a7a5-21287321eac9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"この問題を緩和するため、現在のAIアクセラレーターではHBM（High Bandwidth Memory）が広く使われている。","quote_start":0,"quote_end":63,"text_sha256":"a29a1e068032d1d4f84a980472bf8650abdfac8ea20e3d3b52be9a82e52756d1","block_sha256":"a29a1e068032d1d4f84a980472bf8650abdfac8ea20e3d3b52be9a82e52756d1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_846ece43-d681-417a-9b03-92ad625f81df"},{"id":"occ_b59995724b7da0b651556356","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_8dd77119-a792-47b2-b33e-bdded4939dca","section_id":"sec_ba6178e9-6168-49ec-8126-966a553674b0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"## XBMとは何か――HBMを「メモリ・チップレット」へ作り替えるIntelの構想","quote_start":0,"quote_end":42,"text_sha256":"b3c7c2cdb00c309230b5de9f76d6fbe3d09fb4365ba41267030a689b51b29719","block_sha256":"b3c7c2cdb00c309230b5de9f76d6fbe3d09fb4365ba41267030a689b51b29719","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_8dd77119-a792-47b2-b33e-bdded4939dca"},{"id":"occ_4924e57861cd84fad2fa0f32","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_98e3abac-e514-47aa-88a4-9512f2c2877b","section_id":"sec_e4f843d9-420a-47c9-a7a5-21287321eac9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"これまで見てきたように、チップレット時代のパッケージは単なる保護容器ではない。演算ダイ、キャッシュ、HBM、I/O、電源、通信網を統合する、コンピューターそのものへ変わりつつある。","quote_start":0,"quote_end":90,"text_sha256":"be993bfc43776feebb922ca5ed40112e75de1178bf03f96c08b54009d237057b","block_sha256":"be993bfc43776feebb922ca5ed40112e75de1178bf03f96c08b54009d237057b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_98e3abac-e514-47aa-88a4-9512f2c2877b"},{"id":"occ_90357e4a08eac891f2fbdbf3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_99a4a1bd-e432-4187-b441-effa020fafd6","section_id":"sec_2eeafa17-508b-4128-bec0-d6e6543587c3","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"```\n従来のHBM\n\nGPU\n │\n非常に広い並列インターフェース\n │\nシリコンインターポーザー\n │\nHBMベースダイ\n │\nTSV\n │\n積層DRAM\n```","quote_start":0,"quote_end":83,"text_sha256":"33f0b4f2adefb31ff848f10524c942bc197d48e3c26fa21650bc41e2a33ad822","block_sha256":"33f0b4f2adefb31ff848f10524c942bc197d48e3c26fa21650bc41e2a33ad822","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_99a4a1bd-e432-4187-b441-effa020fafd6"},{"id":"occ_6b71ee7ede3e6f41757cb040","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_a32e740a-2602-4667-afe4-f23011a7fc0d","section_id":"sec_8be6d81c-98cc-4b23-85bc-18bd2436519d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"特許の初期構成には、HBMスタックとロジックダイをシリコンインターポーザーへ搭載する例も含まれている。","quote_start":0,"quote_end":51,"text_sha256":"919cf944da067b3ac1bc54fd537d0f678cbd2630520999de434b2e4021d518c2","block_sha256":"919cf944da067b3ac1bc54fd537d0f678cbd2630520999de434b2e4021d518c2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_a32e740a-2602-4667-afe4-f23011a7fc0d"},{"id":"occ_d83a414439dbd4bbb2a0175e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_a7707d3e-5258-4d63-8ced-44d7bd28bfc2","section_id":"sec_a4a0f36f-2468-4c40-9949-9a65757f5ebc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":585,"end":588,"exact":"HBM","quote":"はBackend DRAMの量産性、UCIe PHYの電力、熱、歩留まり、供給網である。\n- XBMは現時点でHBMを置き換える製品ではなく、将来メモリをチップレット化するための設計構想である。","quote_start":530,"quote_end":627,"text_sha256":"e60d9e033ab0fbd10d363003f0a9056db6e555875291a9b139e20336a1b68f8f","block_sha256":"e60d9e033ab0fbd10d363003f0a9056db6e555875291a9b139e20336a1b68f8f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_a7707d3e-5258-4d63-8ced-44d7bd28bfc2"},{"id":"occ_128c89de6f1b71e2ba42055a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_af6c7f94-9ef9-4c5e-9d02-1501f8796e54","section_id":"sec_8be6d81c-98cc-4b23-85bc-18bd2436519d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"> **超広幅のHBMインターフェースへの依存を減らし、メモリの配置方法とパッケージ構造の選択肢を増やす**","quote_start":0,"quote_end":54,"text_sha256":"c69a9d32372ef9d19c3d2bd2cd3ae9d5ca55ad346b5b71a9e3ccd802d9e5eece","block_sha256":"c69a9d32372ef9d19c3d2bd2cd3ae9d5ca55ad346b5b71a9e3ccd802d9e5eece","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_af6c7f94-9ef9-4c5e-9d02-1501f8796e54"},{"id":"occ_19db5715740bce2e2e1f6215","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_afbd353d-bcab-46c6-b560-ec8e000ff528","section_id":"sec_e4f843d9-420a-47c9-a7a5-21287321eac9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、複数のDRAMダイを上下へ積層し、各層をTSVとマイクロバンプなどで接続する。そして積層したメモリを、シリコンインターポーザー上の多数の細かな配線を通じて、GPUやAIアクセラレーターへ接続する。","quote_start":0,"quote_end":103,"text_sha256":"518ff7bc429ef7eee02a025e55fba602128c64e5acf0041193c86d6bdddeecf9","block_sha256":"518ff7bc429ef7eee02a025e55fba602128c64e5acf0041193c86d6bdddeecf9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_afbd353d-bcab-46c6-b560-ec8e000ff528"},{"id":"occ_8cd6b7c6a513dbbf7922abac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_b1c74490-23de-46a9-905d-f612a0b76e1b","section_id":"sec_1c89ea40-d6ce-4365-be1d-162ee88f7337","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはすでにメモリメーカー、GPUメーカー、ファウンドリ、OSAT、パッケージ基板メーカーによる巨大な供給網を持つ。","quote_start":0,"quote_end":59,"text_sha256":"e60ba93074dc84a788d105b5d751bb4481e5c4e6cbd780a4d721f1a1bbb26656","block_sha256":"e60ba93074dc84a788d105b5d751bb4481e5c4e6cbd780a4d721f1a1bbb26656","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_b1c74490-23de-46a9-905d-f612a0b76e1b"},{"id":"occ_33ad07bd1b46bcdf2df0ec4f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_b7ec1961-fd26-4d24-b5e7-64e58eb92e7e","section_id":"sec_86b2c972-c7fc-420c-9c5e-5aa80130a0ae","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"現時点では、XBMを「HBMキラー」と呼ぶのは早い。","quote_start":0,"quote_end":26,"text_sha256":"99db553d47fdbe3c4d7be117c2125c0dbc06d91532d90493cb39b7b35f38e5d4","block_sha256":"99db553d47fdbe3c4d7be117c2125c0dbc06d91532d90493cb39b7b35f38e5d4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_b7ec1961-fd26-4d24-b5e7-64e58eb92e7e"},{"id":"occ_e4acff46585b53d4279de3b1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_bd1f2e0c-41eb-452b-84c3-645e34f73374","section_id":"sec_86b2c972-c7fc-420c-9c5e-5aa80130a0ae","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"```\n演算器の直上\n＝SRAM\n\n演算器の隣\n＝HBM／XBM\n\nパッケージ外\n＝DDR／LPDDR\n\nサーバー共有\n＝CXL Memory\n\nストレージ\n＝NAND\n```","quote_start":0,"quote_end":88,"text_sha256":"9796ee877fd59e1878db4063942896e36a0f744de02b7551f381e6ba6465eaec","block_sha256":"9796ee877fd59e1878db4063942896e36a0f744de02b7551f381e6ba6465eaec","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_bd1f2e0c-41eb-452b-84c3-645e34f73374"},{"id":"occ_a4cbadac6a30be99573762ae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_be9e99bd-c985-4eb3-b667-b7f3a6c6941c","section_id":"sec_86b2c972-c7fc-420c-9c5e-5aa80130a0ae","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"## XBMはHBMを置き換えるのか","quote_start":0,"quote_end":18,"text_sha256":"b7d1aa83e95ce9c833c18c9adeb3c3a4d6d1685858e359c65156c997dcbd04d7","block_sha256":"b7d1aa83e95ce9c833c18c9adeb3c3a4d6d1685858e359c65156c997dcbd04d7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_be9e99bd-c985-4eb3-b667-b7f3a6c6941c"},{"id":"occ_b14253a70f197e073817bc9c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_cbe8c417-b03d-47a5-8832-5910cb5cc28d","section_id":"sec_55bd731a-7842-480a-80c1-c2fa4489404f","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"```\n| 項目 | 現在のHBM | XBM構想 |\n| 技術段階 | 量産・広範な採用 | 特許出願段階 |\n| メモリセル | 一般的なDRAMプロセス | 1T1C Backend DRAM |\n| 積層 | 複数のDRAMダ","quote_start":0,"quote_end":117,"text_sha256":"4ee3cbd2474af92da168597d9686a74a340c7b672d9d127224051624613bddb5","block_sha256":"4ee3cbd2474af92da168597d9686a74a340c7b672d9d127224051624613bddb5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_cbe8c417-b03d-47a5-8832-5910cb5cc28d"},{"id":"occ_39d4f66c2762dcdef7868c29","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_d0b85338-c5e4-40ba-9902-a140baf2a48a","section_id":"sec_f57b88b2-ea4f-474d-b801-d082e9f29e95","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"XBMは、単に「HBMより速いDRAM」を作ろうとする構想ではない。","quote_start":0,"quote_end":34,"text_sha256":"eba4eee4e66a582d712e4f4d5b8372dc1ad97f6ce945c1e1d4bd6413451edd01","block_sha256":"eba4eee4e66a582d712e4f4d5b8372dc1ad97f6ce945c1e1d4bd6413451edd01","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_d0b85338-c5e4-40ba-9902-a140baf2a48a"},{"id":"occ_5cd86d9df1be9a82d3e72949","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_d0c49cd3-039d-40dc-a382-07d85dd21bb9","section_id":"sec_c6c59147-ae41-44c9-8b29-d22301383040","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"現在のHBMは、演算ダイとの間に非常に多くの並列配線を置く。","quote_start":0,"quote_end":30,"text_sha256":"75fd12133f49c5f5ac6af0eae256486e8eed71f4f6703d5af993c731b6b47717","block_sha256":"75fd12133f49c5f5ac6af0eae256486e8eed71f4f6703d5af993c731b6b47717","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_d0c49cd3-039d-40dc-a382-07d85dd21bb9"},{"id":"occ_854a483762d089d81aac840e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_d26f0637-66ae-47bf-818d-d5b109e66b31","section_id":"sec_a76aec54-ed6a-4835-84e0-c5db36e85026","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"```\n現在\n\n特定GPU\n  ＋\n特定HBM構成\n  ＋\n特定インターポーザー\n  ＋\n特定パッケージ\n```","quote_start":0,"quote_end":56,"text_sha256":"faf202347cd521e4a1bbb14d693a285bd9ea60e13abeea73c34697c7b284d0e3","block_sha256":"faf202347cd521e4a1bbb14d693a285bd9ea60e13abeea73c34697c7b284d0e3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_d26f0637-66ae-47bf-818d-d5b109e66b31"},{"id":"occ_482cd0886ea2c358915f9bf0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_d894beec-85aa-4542-a3c7-ddaccb3b0b1f","section_id":"sec_8427feac-27ad-41fb-bf73-206d102d18cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"XBMの重要性は、「IntelがHBMより速いメモリを発明した」という一点にはない。","quote_start":0,"quote_end":42,"text_sha256":"44f3f8c751cbbe497c0cea25c8c137e9fcfc0c8e44879f659462a39a3de3ccf7","block_sha256":"44f3f8c751cbbe497c0cea25c8c137e9fcfc0c8e44879f659462a39a3de3ccf7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_d894beec-85aa-4542-a3c7-ddaccb3b0b1f"},{"id":"occ_2e59a785434414f72ad42359","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_d975558f-c4e5-4d35-95ed-4be877280468","section_id":"sec_e4f843d9-420a-47c9-a7a5-21287321eac9","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"```\n現在の代表的なHBM構造\n\nDRAMダイ\n    │ TSV\nDRAMダイ\n    │ TSV\nDRAMダイ\n    │\nベースダイ\n    │\nマイクロバンプ\n    │\nシリコンインターポーザー\n    │\nGPU／","quote_start":0,"quote_end":114,"text_sha256":"395c462a3f0bf6ae21d0a51bed4e125678961e168b6f91b06ddbf3ce80e71f2b","block_sha256":"395c462a3f0bf6ae21d0a51bed4e125678961e168b6f91b06ddbf3ce80e71f2b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_d975558f-c4e5-4d35-95ed-4be877280468"},{"id":"occ_ed7802fa6dfd64953bca9336","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_f231a3cc-311a-44da-adae-0bfd49f597ed","section_id":"sec_c6c59147-ae41-44c9-8b29-d22301383040","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"## 第二の変更――HBMの広い並列配線をUCIeへまとめる","quote_start":0,"quote_end":30,"text_sha256":"794609cb58e9f70a7aa8837c6100824ccffe626e23abff1a66d72ac62c03c913","block_sha256":"794609cb58e9f70a7aa8837c6100824ccffe626e23abff1a66d72ac62c03c913","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_f231a3cc-311a-44da-adae-0bfd49f597ed"},{"id":"occ_6a70f025471410c23f3b88cc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_f6b47d3e-ba47-4b48-8d0f-c82f1f98d3eb","section_id":"sec_86b2c972-c7fc-420c-9c5e-5aa80130a0ae","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"```\n超高帯域・低電力を最優先\n→ シリコンインターポーザー型HBM\n\nパッケージ自由度・容量・修復性を重視\n→ XBM型メモリ\n\nロジック直上の極低遅延\n→ 3D SRAM／Memory-on-Logic\n\n大容量の共有メモリ\n→ CXLメモリ\n\n低コスト\n→ GD","quote_start":0,"quote_end":135,"text_sha256":"eb2015963b697e1e4d45668a83f02f52cccc803f8faa1eb43aa1d9f9253ad32e","block_sha256":"eb2015963b697e1e4d45668a83f02f52cccc803f8faa1eb43aa1d9f9253ad32e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_f6b47d3e-ba47-4b48-8d0f-c82f1f98d3eb"},{"id":"occ_c66563ff09f57f07cfd7fba4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_f9d824e1-f631-4d10-9ba5-f42503503dd2","section_id":"sec_8427feac-27ad-41fb-bf73-206d102d18cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"> **XBMとはHBMを単純に置き換えるメモリではない。  \n> DRAMを、修復可能で、積層可能で、UCIeへ接続できるメモリ・チップレットとして再発明しようとする構想である。**","quote_start":0,"quote_end":92,"text_sha256":"bc834862334bfece6eb6ab8fa4c8a87aad865ec91dc6c0271276a4d2f6d40b14","block_sha256":"bc834862334bfece6eb6ab8fa4c8a87aad865ec91dc6c0271276a4d2f6d40b14","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_f9d824e1-f631-4d10-9ba5-f42503503dd2"},{"id":"occ_87351ad152cdaca0eedf7367","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_fd8f4069-92d3-4f88-bb70-a0f72d44f789","section_id":"sec_6ccc895b-4c2f-4d84-980f-74abc7a3aaca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"> XBMとはHybrid Bondingを使ったHBMである","quote_start":0,"quote_end":31,"text_sha256":"e48598ce901c31529df7513abfa334b40ade51b7f95f35fd9e5b61baaba0cc6e","block_sha256":"e48598ce901c31529df7513abfa334b40ade51b7f95f35fd9e5b61baaba0cc6e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_fd8f4069-92d3-4f88-bb70-a0f72d44f789"},{"id":"occ_beb7f095bca9b6e01f194091","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e","block_id":"blk_fdb20842-621d-48f2-8dfa-02ed7bdba499","section_id":"sec_8427feac-27ad-41fb-bf73-206d102d18cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":7,"end":11,"exact":"HBM4","quote":"Micron HBM4:  \n[https://www.micron.com/products/memory/hbm/hbm4](https://www.micron.com/products/memory/hbm/hbm","quote_start":0,"quote_end":111,"text_sha256":"9720398a51437bfb69c8206db7bdbb0c7ce9084884a9e6bb82a2cd4168f25a4b","block_sha256":"9720398a51437bfb69c8206db7bdbb0c7ce9084884a9e6bb82a2cd4168f25a4b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5ed1cac5-83cc-4660-89c7-643aae40960d/#blk_fdb20842-621d-48f2-8dfa-02ed7bdba499"},{"id":"occ_3e2fb2303b2756b82de02113","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5f44b55a-c37f-42cf-ac49-298da914a87a","work_id":"wrk_57e07914-940b-4727-b215-7d77a2ac51c0","block_id":"blk_17c09252-feac-4e64-a8ad-8f3649b38b15","section_id":"sec_fefb1993-bc45-463c-ad9f-933e85da1527","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":19,"end":24,"exact":"HBM4E","quote":"NVIDIAによればNVHBMでは標準HBM4Eと比較して、","quote_start":0,"quote_end":30,"text_sha256":"ecae77e6b68207b7ac58a55aeaf429358f211fff923f5be440b45a5c6f72c957","block_sha256":"ecae77e6b68207b7ac58a55aeaf429358f211fff923f5be440b45a5c6f72c957","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5f44b55a-c37f-42cf-ac49-298da914a87a/#blk_17c09252-feac-4e64-a8ad-8f3649b38b15"},{"id":"occ_d3549020818a4e03dd0df0dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5f44b55a-c37f-42cf-ac49-298da914a87a","work_id":"wrk_57e07914-940b-4727-b215-7d77a2ac51c0","block_id":"blk_182bc229-fc32-457f-9c3a-fd1c5f9f8a3d","section_id":"sec_caffd976-7640-4532-8be3-0e8cfbaa59cc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"Memory企業はHBMを作る。","quote_start":0,"quote_end":16,"text_sha256":"0246a2ec8e6d88fd4f0299277cb25fd557d64fd6aeb04dfcbd9452209feaba40","block_sha256":"0246a2ec8e6d88fd4f0299277cb25fd557d64fd6aeb04dfcbd9452209feaba40","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5f44b55a-c37f-42cf-ac49-298da914a87a/#blk_182bc229-fc32-457f-9c3a-fd1c5f9f8a3d"},{"id":"occ_e6c4fb828e333b6b0332d890","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5f44b55a-c37f-42cf-ac49-298da914a87a","work_id":"wrk_57e07914-940b-4727-b215-7d77a2ac51c0","block_id":"blk_6eec73af-3f02-4568-a412-2688a8910ef1","section_id":"sec_fefb1993-bc45-463c-ad9f-933e85da1527","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM電力最大15%削減","quote_start":0,"quote_end":12,"text_sha256":"3fc686edac2c40988ed972d9988eb809ce62964e045b9ba022456ad8462b068d","block_sha256":"3fc686edac2c40988ed972d9988eb809ce62964e045b9ba022456ad8462b068d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5f44b55a-c37f-42cf-ac49-298da914a87a/#blk_6eec73af-3f02-4568-a412-2688a8910ef1"},{"id":"occ_d8628639d546394eed127494","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","work_id":"wrk_aa1fc199-17d1-43c9-9656-8cee3a08fa75","block_id":"blk_49cdc2fb-bbfb-414e-b160-6e2fbff7b3d9","section_id":"sec_3e6a08ce-266c-4058-a404-f88417b4b8c3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":282,"end":285,"exact":"HBM","quote":"高速接続・光・コネクタ       | GPUクラスタ拡大で配線と接続がボトルネック    |\n|  4 | HBM/DRAM/NAND/HDD | AIデータ量とメモリ帯域の構造需要         |\n|  5 | AIサーバー統合          | 需要は強いが競争・粗利圧力も大きい         |\n","quote_start":227,"quote_end":385,"text_sha256":"3e25e8637ec51590406d705faca543e9cf39dbc3963312abaf39cae171455fb5","block_sha256":"3e25e8637ec51590406d705faca543e9cf39dbc3963312abaf39cae171455fb5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363/#blk_49cdc2fb-bbfb-414e-b160-6e2fbff7b3d9"},{"id":"occ_2508bc24822bab416818aa89","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","work_id":"wrk_aa1fc199-17d1-43c9-9656-8cee3a08fa75","block_id":"blk_563961e7-4a3f-4111-946a-d9dd99fbcffd","section_id":"sec_0002899c-70c0-41da-b22a-58f54b0814dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"そのため、投資家の視線が\n**NVIDIA / AMD / HBM**\nだけでなく、\n**Vertiv、Schneider Electric、Eaton、GE Vernova、Amphenol、Western Digital、NextEra Energy**\nのよう","quote_start":0,"quote_end":133,"text_sha256":"cc4a6b45738b5f418ffc8d57e5ef8ef2cfef1b3c37ad95da4ee5d687fa35aada","block_sha256":"cc4a6b45738b5f418ffc8d57e5ef8ef2cfef1b3c37ad95da4ee5d687fa35aada","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363/#blk_563961e7-4a3f-4111-946a-d9dd99fbcffd"},{"id":"occ_36db631bc622007248e038f4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","work_id":"wrk_aa1fc199-17d1-43c9-9656-8cee3a08fa75","block_id":"blk_8f3e7af0-a66a-4dfa-98e3-cde18316f589","section_id":"sec_71977d55-8d0a-45a8-ba4e-25e2cbe02d7c","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"**Micron、SK hynix、Samsung**はHBM/DRAMの本命です。IDCはDRAM売上が2026年に**+177%**と予測しており、HBMが供給制約の中心になっています。([IDC][1])","quote_start":0,"quote_end":105,"text_sha256":"b3a5b4bd3ab44bdf58d60da8d4d89c5ec61fb44e38ce206bde6e8e579f5bcc7c","block_sha256":"b3a5b4bd3ab44bdf58d60da8d4d89c5ec61fb44e38ce206bde6e8e579f5bcc7c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363/#blk_8f3e7af0-a66a-4dfa-98e3-cde18316f589"},{"id":"occ_ddfb58b99ce920afb6099d5c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","work_id":"wrk_aa1fc199-17d1-43c9-9656-8cee3a08fa75","block_id":"blk_99fb9d86-db38-45a7-9290-6f362d842bf1","section_id":"sec_0ac34d12-bd0a-437a-bfde-8e00a1219726","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":488,"end":491,"exact":"HBM","quote":"基板    |\n| 半導体装置      | 東京エレクトロン、アドバンテスト、ディスコ     | GPU/HBM/先端パッケージ投資 |","quote_start":433,"quote_end":503,"text_sha256":"5811a705350809c1590cb9ad1e2b45e5f44bfd0006d5c8998262e36ae77c2322","block_sha256":"5811a705350809c1590cb9ad1e2b45e5f44bfd0006d5c8998262e36ae77c2322","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363/#blk_99fb9d86-db38-45a7-9290-6f362d842bf1"},{"id":"occ_d6c0d0e5e5ede9cd7478ac8f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","work_id":"wrk_aa1fc199-17d1-43c9-9656-8cee3a08fa75","block_id":"blk_c124aa18-fd99-46da-afd4-f07ace483953","section_id":"sec_c28d75f9-02b8-450c-94c5-6625f2125525","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"- AIインフラはGPU、HBM、電力、冷却、接続、ストレージを一体で見る必要がある。\n- 高密度ラック化により、電源・冷却・配線・熱管理が競争力に直結する。\n- 関連銘柄を見る時は、AI需要そのものではなく、どのボトルネックを解い","quote_start":0,"quote_end":116,"text_sha256":"177558f6841e65e459489a7294586007e2803b1215d67f9a4dde27224ab3c401","block_sha256":"177558f6841e65e459489a7294586007e2803b1215d67f9a4dde27224ab3c401","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363/#blk_c124aa18-fd99-46da-afd4-f07ace483953"},{"id":"occ_a2b41952eb4ca282fadc4b89","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","work_id":"wrk_aa1fc199-17d1-43c9-9656-8cee3a08fa75","block_id":"blk_fe06412a-0cbf-41ae-ba07-7b5a46ab4f17","section_id":"sec_12857a9e-0151-410c-baba-67a1809f2289","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":133,"end":136,"exact":"HBM","quote":"1億ドル**、前年比**+138.5%**になると予測しています。つまり、AIインフラはGPUだけでなく、**HBM、DDR、NAND、SSD、HDD、ネットワークASIC、光DSP、電源IC、パッケージ基板**まで一気に需要を押し上げているということです。([IDC][1])","quote_start":78,"quote_end":217,"text_sha256":"589f607bf685190af24a52a1ef9221b2ec0089b733fb982c1cc515d83e2557c7","block_sha256":"589f607bf685190af24a52a1ef9221b2ec0089b733fb982c1cc515d83e2557c7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363/#blk_fe06412a-0cbf-41ae-ba07-7b5a46ab4f17"},{"id":"occ_a0fa4ff19107f016e0cc7b13","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_61f118e1-20e7-486f-b830-cae804dd9f14","work_id":"wrk_7a4ffab3-0117-4e75-821b-23feb00ad9c5","block_id":"blk_d4fdcf04-b7a5-45a7-82cc-b9c1ce2d911b","section_id":"sec_665651d3-8545-4b46-8a95-60456b1a0a75","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"メモリ、とくに AI 向け DRAM や HBM への影響は、少なくとも当面は**需要増による追い風**の色が濃いと考えられます。2026年春には、Samsung がAI向けメモリ需要と価格上昇を背景に四半期利益の大幅増を見込み、SK hynix ","quote_start":0,"quote_end":124,"text_sha256":"8580848e27974cb304cd4050060c1b7ce8c90132e3757ee275ee1f032f4985af","block_sha256":"8580848e27974cb304cd4050060c1b7ce8c90132e3757ee275ee1f032f4985af","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_61f118e1-20e7-486f-b830-cae804dd9f14/#blk_d4fdcf04-b7a5-45a7-82cc-b9c1ce2d911b"},{"id":"occ_599160c3f638c3d5d935c15d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_62acaca2-fec9-4724-be08-6ebd3c061f93","work_id":"wrk_d43a6ffd-ef17-4cd2-96fa-06f7d800821a","block_id":"blk_42d7aa5d-1562-48da-8e1f-00328bb40a08","section_id":"sec_cd0fa2c5-21fa-43e3-bc7a-c2070ffafeb4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"NVIDIAでいうなら、GE VernovaやSiemens Energyは、AI電力版のHBMやCoWoSに近い存在です。どの電力会社が勝っても、どのデータセンターが建っても、機器がなければプロジェクトは進みません。","quote_start":0,"quote_end":109,"text_sha256":"555dce2d748fe6335ae1f6854007bfe4d0ea630ff9bead0d55a44cbffdc4e4c3","block_sha256":"555dce2d748fe6335ae1f6854007bfe4d0ea630ff9bead0d55a44cbffdc4e4c3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_62acaca2-fec9-4724-be08-6ebd3c061f93/#blk_42d7aa5d-1562-48da-8e1f-00328bb40a08"},{"id":"occ_2f206209eb0255501e098104","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_62acaca2-fec9-4724-be08-6ebd3c061f93","work_id":"wrk_d43a6ffd-ef17-4cd2-96fa-06f7d800821a","block_id":"blk_4b9da5ba-4b80-45b6-bb24-ce42d1439494","section_id":"sec_c573ad98-c326-4639-846c-5f74a2149c2b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":84,"end":87,"exact":"HBM","quote":"ます。米国のAIパンケーキは、NVIDIA/AMD/Google TPU/AWS Trainium、TSMC、HBM、AWS/Azure/GCP/OCI、OpenAI/Anthropic/Google/Meta、SaaS/エージェント経済圏を中心にしています。一方、中国のAIパンケーキは、State Gridの巨大","quote_start":29,"quote_end":187,"text_sha256":"b11f69ebc8a7cdec2d044adad2ed76c65f1758e9adf238906459b70d71eb5efa","block_sha256":"b11f69ebc8a7cdec2d044adad2ed76c65f1758e9adf238906459b70d71eb5efa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_62acaca2-fec9-4724-be08-6ebd3c061f93/#blk_4b9da5ba-4b80-45b6-bb24-ce42d1439494"},{"id":"occ_b34cbbe0d5f4c240b7bfcadf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_62acaca2-fec9-4724-be08-6ebd3c061f93","work_id":"wrk_d43a6ffd-ef17-4cd2-96fa-06f7d800821a","block_id":"blk_4bdaff4c-10f5-466e-bd05-3d822775b2b2","section_id":"sec_59add7e8-b278-45e3-9d50-799bf572b8d8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":76,"end":79,"exact":"HBM","quote":"30GW超の年次風力・太陽光増設、State Gridによる巨額送電網投資を持っています。しかし最先端チップとHBMで米国・台湾・韓国連合に遅れているため、同じトークンを出すのにより多くの電力とチップ台数が必要になりやすい。","quote_start":21,"quote_end":133,"text_sha256":"852503e7d3e8f511ac0631d20aaf8d18db9d279d7683afd22d5fc7f8e1f704d7","block_sha256":"852503e7d3e8f511ac0631d20aaf8d18db9d279d7683afd22d5fc7f8e1f704d7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_62acaca2-fec9-4724-be08-6ebd3c061f93/#blk_4bdaff4c-10f5-466e-bd05-3d822775b2b2"},{"id":"occ_bc2f1d263e8647b9bc8fd6ca","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_62acaca2-fec9-4724-be08-6ebd3c061f93","work_id":"wrk_d43a6ffd-ef17-4cd2-96fa-06f7d800821a","block_id":"blk_82e84015-474b-4779-aebf-511e7f2112b1","section_id":"sec_31711da7-f8b2-464d-912a-4ca7d9134fc6","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":125,"end":130,"exact":"HBM3E","quote":"IA Blackwell、AMD MI300/MI350、TSMC先端ノード、SK hynixやMicronのHBM3E/HBM4の組み合わせには、まだ効率面で差があります。","quote_start":70,"quote_end":157,"text_sha256":"fa9bebbb398773cc978796b45ad2cc2be59e869a0fa774c7b7e3f70f4e311279","block_sha256":"fa9bebbb398773cc978796b45ad2cc2be59e869a0fa774c7b7e3f70f4e311279","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_62acaca2-fec9-4724-be08-6ebd3c061f93/#blk_82e84015-474b-4779-aebf-511e7f2112b1"},{"id":"occ_e1294234e0bb80393e41f0be","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_62acaca2-fec9-4724-be08-6ebd3c061f93","work_id":"wrk_d43a6ffd-ef17-4cd2-96fa-06f7d800821a","block_id":"blk_937d1bcb-b554-42c7-ba38-2fd2148c9773","section_id":"sec_31711da7-f8b2-464d-912a-4ca7d9134fc6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":128,"end":131,"exact":"HBM","quote":"本当のボトルネックは、電力そのものよりも、**電力をどれだけ効率よく知能へ変換できるか**、つまりチップ効率、HBM、ネットワーク、ソフトウェア最適化にあります。","quote_start":73,"quote_end":154,"text_sha256":"34b700465d359e847a02650a7f04819d401e39f7143c74da3d9fa162369d8e23","block_sha256":"34b700465d359e847a02650a7f04819d401e39f7143c74da3d9fa162369d8e23","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_62acaca2-fec9-4724-be08-6ebd3c061f93/#blk_937d1bcb-b554-42c7-ba38-2fd2148c9773"},{"id":"occ_d6489d242127d206f38b1147","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_62e618a7-0275-4409-b9ab-02dd2c6efcc6","work_id":"wrk_3fab113c-78bc-42f4-b997-289808b4bf9b","block_id":"blk_b8190e98-7040-46cb-a12f-f41f55ef2b78","section_id":"sec_ac32b8c0-79cb-4fcf-9309-085999e7c4f8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"AIデータセンター増設  \n→ GPU/HBM/NIC/光部品増産  \n→ wafer starts増加  \n→ FabでHe消費増加","quote_start":0,"quote_end":67,"text_sha256":"6aa4a4f8b310642e51b343807beb0758cfb41973dcdc02ea021b8b6de39277a6","block_sha256":"6aa4a4f8b310642e51b343807beb0758cfb41973dcdc02ea021b8b6de39277a6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_62e618a7-0275-4409-b9ab-02dd2c6efcc6/#blk_b8190e98-7040-46cb-a12f-f41f55ef2b78"},{"id":"occ_6d5df7a899fe55319a5c73db","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":17,"end":20,"exact":"HBM","quote":"SK hynix宮城Fab構想――HBMの源流が26年を経て東北へ戻るのか","quote_start":0,"quote_end":37,"text_sha256":"05f41c5353a28072c4d2326cfc01f0374b4b5c2273654db28958c4e07584b05a","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/"},{"id":"occ_9c35eb51609c451e9a13c021","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_0a3e2941-9e04-41da-893e-ecd44c824aa5","section_id":"sec_47d73e30-32b5-4bfc-8dfb-6b62bc89ba47","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"SK hynix自身が、この技術が同社のHBM競争力確立に重要な役割を果たしたと説明している。([SK hynix Newsroom](https://news.skhynix.com/en/sk-hynix-kangwook-lee-wins-","quote_start":0,"quote_end":123,"text_sha256":"095fb5adee12598b653a8cade1d472b3c9972c8e91b0cf5347cebdcb2137647f","block_sha256":"095fb5adee12598b653a8cade1d472b3c9972c8e91b0cf5347cebdcb2137647f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_0a3e2941-9e04-41da-893e-ecd44c824aa5"},{"id":"occ_927752d4a4809a2cb66623dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_14a8ffbf-0097-4061-8cdd-2e255cd7cdab","section_id":"sec_a4c69ea9-e4d6-49aa-99fe-9e573a29ed85","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"## 東北大学 → Kangwook Lee → MR-MUF/HBM → 宮城Fab、そして「東北メモリー回廊」へ","quote_start":0,"quote_end":58,"text_sha256":"59851c40010ea35db0ca4064fd9c72645350529bac6cd2f870de852bd2bfc527","block_sha256":"59851c40010ea35db0ca4064fd9c72645350529bac6cd2f870de852bd2bfc527","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_14a8ffbf-0097-4061-8cdd-2e255cd7cdab"},{"id":"occ_5f05d1393f08a796890803c6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_156dd070-0b68-4457-8b6e-94c6cfa4f4e5","section_id":"sec_47d73e30-32b5-4bfc-8dfb-6b62bc89ba47","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"## 4．2000年 IEDM → Kangwook Lee → HBM","quote_start":0,"quote_end":36,"text_sha256":"2c5621cff19f88535442b4180933bc81d9870e885a1c31ea2033491beeb1ad76","block_sha256":"2c5621cff19f88535442b4180933bc81d9870e885a1c31ea2033491beeb1ad76","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_156dd070-0b68-4457-8b6e-94c6cfa4f4e5"},{"id":"occ_9cb112fdfbbf6528a4f54377","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_16269fc7-9da4-4e1b-bebf-f7956f8f5466","section_id":"sec_d11c3d24-a5bb-429b-8f7c-7afa5eca9f2e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"## SK hynix宮城Fab構想――HBMの源流が26年を経て東北へ戻るのか","quote_start":0,"quote_end":40,"text_sha256":"e50fdd5ad5213cdd218a8cebe2e53c7ffb87a744f3c05629b5abc06be5ad7c00","block_sha256":"e50fdd5ad5213cdd218a8cebe2e53c7ffb87a744f3c05629b5abc06be5ad7c00","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_16269fc7-9da4-4e1b-bebf-f7956f8f5466"},{"id":"occ_c2737c6987dc269ebdff64b6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_290c3285-4d8e-44ab-b7f3-332255e158d6","section_id":"sec_2c7955b3-c322-44a2-9001-34f7169205e4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":2,"end":7,"exact":"HBM4E","quote":"**HBM4E**","quote_start":0,"quote_end":9,"text_sha256":"aa85d822d8dfbffd76ca5cbe75956cf40ac2fe48e7f33718836412447b382fbf","block_sha256":"aa85d822d8dfbffd76ca5cbe75956cf40ac2fe48e7f33718836412447b382fbf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_290c3285-4d8e-44ab-b7f3-332255e158d6"},{"id":"occ_16c1e7ad1960db8fedfbb937","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_36bec9d2-b4ce-48ce-ae68-da76db34edef","section_id":"sec_111904eb-349e-452e-8c62-c584bd4bda19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"**宮城＝DRAM/HBM**","quote_start":0,"quote_end":15,"text_sha256":"b3c49927adf4922dca1ccf4edc9e3af405404eda15f77279fd37892c299872e8","block_sha256":"b3c49927adf4922dca1ccf4edc9e3af405404eda15f77279fd37892c299872e8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_36bec9d2-b4ce-48ce-ae68-da76db34edef"},{"id":"occ_c62b3c9873520860961f4a22","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_479f0f98-c819-4f14-bf8d-99da1bb0bbc0","section_id":"sec_f1930242-fc19-4f8b-8eb3-d955fb1d2b20","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"## 3．しかし宮城には、さらに古い「HBMとの接点」がある","quote_start":0,"quote_end":30,"text_sha256":"c23089db5b98c1c1edb4728aba32ef62fef36d8a48cbe342583cb06bc71edcd9","block_sha256":"c23089db5b98c1c1edb4728aba32ef62fef36d8a48cbe342583cb06bc71edcd9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_479f0f98-c819-4f14-bf8d-99da1bb0bbc0"},{"id":"occ_aade0fca40ecf0e8b5a79586","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_4b8f048b-70dd-4207-84ee-56d0eafd9a54","section_id":"sec_47d73e30-32b5-4bfc-8dfb-6b62bc89ba47","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"SK hynixではWafer-Level Package開発を担当し、HBM向けパッケージング技術の開発に入る。([SK hynix Newsroom](https://news.skhynix.com/en/sk-hynix-kangwook-lee-wins-ieee-e","quote_start":0,"quote_end":139,"text_sha256":"a0ee92307a3709012d80a735d2189836b52a5c438956de98e64c789022ac1df7","block_sha256":"a0ee92307a3709012d80a735d2189836b52a5c438956de98e64c789022ac1df7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_4b8f048b-70dd-4207-84ee-56d0eafd9a54"},{"id":"occ_ec3584d9148ea43105845856","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_5913d54a-7a18-439d-a8d7-164965139936","section_id":"sec_f1930242-fc19-4f8b-8eb3-d955fb1d2b20","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"DRAM構成もI/O規格も、TSVの実装方法も、現在のHBMとは異なる。","quote_start":0,"quote_end":36,"text_sha256":"c9d2300aabbd582597ec5bd440325a4d7b39a44004876c5783ac3a90dd56d0d5","block_sha256":"c9d2300aabbd582597ec5bd440325a4d7b39a44004876c5783ac3a90dd56d0d5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_5913d54a-7a18-439d-a8d7-164965139936"},{"id":"occ_e3f70bf6304368e579a9ef71","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_5ee05147-85b9-4b71-91c8-5893e9751755","section_id":"sec_cb3a0307-9a50-4bcb-898b-a135423558f1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"**研究 → 装置 → DRAM/HBM → NAND/SSD**","quote_start":0,"quote_end":33,"text_sha256":"0f56894ef7060ddc9f5173415f54ef155e693f636911541caee9142f1887e49f","block_sha256":"0f56894ef7060ddc9f5173415f54ef155e693f636911541caee9142f1887e49f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_5ee05147-85b9-4b71-91c8-5893e9751755"},{"id":"occ_3c4063f9d21b1cfa991f0e50","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_665b868c-2649-4736-b2d5-0e8f5e1ede82","section_id":"sec_a4c69ea9-e4d6-49aa-99fe-9e573a29ed85","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"約26年前、現在のHBMにつながる3Dメモリー研究の一つが東北大学で行われ、その第一著者だった研究者が後にSK hynixへ入り、同社のHBM量産技術を支える人物になった。","quote_start":0,"quote_end":86,"text_sha256":"ce7e79d328fb08d57a417b63cf48842e5ba110ec3f037045803508e02b74155b","block_sha256":"ce7e79d328fb08d57a417b63cf48842e5ba110ec3f037045803508e02b74155b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_665b868c-2649-4736-b2d5-0e8f5e1ede82"},{"id":"occ_382b3c3fb8137c0fd2800ecb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_6939fa84-6cd6-4d59-9726-acd31642b287","section_id":"sec_aa3ff593-eeb7-45da-b862-f46f748f444a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM関連でもBonder/Debonder、Proberなどを持ち、Advanced Packaging売上を急拡大させている。([Tel](https://www.tel.com/ir/irta3a00","quote_start":0,"quote_end":103,"text_sha256":"a715ea2d0447c4fbf2bf4ac93ba3221d1dc26eee3675393b56bb563c21a03e3f","block_sha256":"a715ea2d0447c4fbf2bf4ac93ba3221d1dc26eee3675393b56bb563c21a03e3f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_6939fa84-6cd6-4d59-9726-acd31642b287"},{"id":"occ_c31e622531e54327b78b6d5c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_715190e9-bc2f-477b-93fb-75c9a288d9f2","section_id":"sec_ce8b5295-8fd3-47b2-bf8d-61c497aaa0c9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"**宮城Fab＝先端DRAM/HBM用300mm Fab**","quote_start":0,"quote_end":30,"text_sha256":"f269986647439430096d91c166e317c606c33cc2e761d789f62017f746fc812b","block_sha256":"f269986647439430096d91c166e317c606c33cc2e761d789f62017f746fc812b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_715190e9-bc2f-477b-93fb-75c9a288d9f2"},{"id":"occ_c3cf365fefb434dd692cdd9a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_7494ac86-2191-474c-b01f-3c56c090eb21","section_id":"sec_0a035eb7-5b28-4e9b-b42d-801b5c117d8d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"それがTSV、MR-MUF、HBMへつながり、AI時代の最重要メモリー技術の一つになった。","quote_start":0,"quote_end":45,"text_sha256":"fe0dc33a5136a6eaa9b7450fa1a3f889145360436ed2853492c6fb4e0233ed06","block_sha256":"fe0dc33a5136a6eaa9b7450fa1a3f889145360436ed2853492c6fb4e0233ed06","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_7494ac86-2191-474c-b01f-3c56c090eb21"},{"id":"occ_35bae0b253a0dcaac18a90f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_82338c9f-70a4-4abf-951b-e72ec09bf6d6","section_id":"sec_2c7955b3-c322-44a2-9001-34f7169205e4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":15,"end":20,"exact":"HBM4E","quote":"そしてSK hynixはすでにHBM4EでAdvanced MR-MUFを使い、さらに高積層・高熱密度化へ進んでいる。([SK hynix Newsroom](https://news.skhynix.com/12-layer-hbm4e-","quote_start":0,"quote_end":120,"text_sha256":"69a4be1590b27c7d0bb2bf6b626213eb6f2f0c3ed3be36a07d4ac6f93a433f9a","block_sha256":"69a4be1590b27c7d0bb2bf6b626213eb6f2f0c3ed3be36a07d4ac6f93a433f9a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_82338c9f-70a4-4abf-951b-e72ec09bf6d6"},{"id":"occ_f4a11a7a25dfc279e0340d2d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_85be2bfe-9a79-4b0f-8adb-aaf21c501360","section_id":"sec_cb3a0307-9a50-4bcb-898b-a135423558f1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"DRAM / HBM用DRAM候補","quote_start":0,"quote_end":17,"text_sha256":"6ebbc229b5ead4cf2d5ea914143185d0435c07717dc76c74d0c56d79c1abc7fc","block_sha256":"6ebbc229b5ead4cf2d5ea914143185d0435c07717dc76c74d0c56d79c1abc7fc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_85be2bfe-9a79-4b0f-8adb-aaf21c501360"},{"id":"occ_2f28c3045f8b4c6af99a77a3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_8a15a1e9-ae9f-4164-ad35-cf12c52ad849","section_id":"sec_111904eb-349e-452e-8c62-c584bd4bda19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"## 21．宮城FabがNANDではなくDRAM/HBMなら、さらに構図が美しい","quote_start":0,"quote_end":40,"text_sha256":"8d41aad6dbbc8623dc87652af3ca592375b72d09c453a6415fe62fae40c96bdf","block_sha256":"8d41aad6dbbc8623dc87652af3ca592375b72d09c453a6415fe62fae40c96bdf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_8a15a1e9-ae9f-4164-ad35-cf12c52ad849"},{"id":"occ_702b9e2becfac55a599a5b88","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_93135320-bd61-4210-a344-8846dfd0906f","section_id":"sec_3375ace9-443a-4e19-a225-85a4fa8fa3b4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM2E"],"evidence":{"text_basis":"markdown","start":6,"end":11,"exact":"HBM2E","quote":"2019年、HBM2EへMR-MUFを導入した。","quote_start":0,"quote_end":24,"text_sha256":"644cf856020911f5b1eab8481ce09ac348a17550ae1c7ee67542422a0ce2ed1e","block_sha256":"644cf856020911f5b1eab8481ce09ac348a17550ae1c7ee67542422a0ce2ed1e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_93135320-bd61-4210-a344-8846dfd0906f"},{"id":"occ_b566162021fa33687cb7d9d5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_9560f052-bdbb-4433-95b9-165f2b6cd369","section_id":"sec_47d73e30-32b5-4bfc-8dfb-6b62bc89ba47","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":20,"end":25,"exact":"HBM4E","quote":"SK hynixは2026年6月、12層HBM4Eサンプルを主要顧客へ出荷しており、16Gbps/pin、Advanced MR-MUFによる熱抵抗17％改善などを公表している。([SK hynix Newsroom](https://news.sk","quote_start":0,"quote_end":125,"text_sha256":"673fc82f325c53963d7da62611153867f812d878d41113676c5e142b98d27a0f","block_sha256":"673fc82f325c53963d7da62611153867f812d878d41113676c5e142b98d27a0f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_9560f052-bdbb-4433-95b9-165f2b6cd369"},{"id":"occ_766479ca1ae0cbdec81d6d5f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_9bc457ee-7f44-4706-88f3-1085ced94235","section_id":"sec_2b209560-d53e-48a3-b5a4-f8229b7ad0e8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"同社が強いのはMemory Testerであり、とりわけDRAM、HBMである。","quote_start":0,"quote_end":40,"text_sha256":"70aa50d4e67986181aaab1b1976c40b8dd8a036f37700521b799ee7ea563dc3b","block_sha256":"70aa50d4e67986181aaab1b1976c40b8dd8a036f37700521b799ee7ea563dc3b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_9bc457ee-7f44-4706-88f3-1085ced94235"},{"id":"occ_8b4791017b509ae3dca7ffa0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_a2c213f4-d238-491d-89b3-cd73ab342d91","section_id":"sec_f1930242-fc19-4f8b-8eb3-d955fb1d2b20","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"2024年10月、東北大学の田中秀治教授もXで、この研究を「HBMの源流の1つ」と紹介している。","quote_start":0,"quote_end":48,"text_sha256":"d4a8d7c2f49494025d863c192f09a7a83f9deae23ce3e705ce68ca0f944de373","block_sha256":"d4a8d7c2f49494025d863c192f09a7a83f9deae23ce3e705ce68ca0f944de373","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_a2c213f4-d238-491d-89b3-cd73ab342d91"},{"id":"occ_590548aa1636996fa220bc4d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_ace4112a-d4a7-46c3-bede-3e3e69831480","section_id":"sec_2b209560-d53e-48a3-b5a4-f8229b7ad0e8","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":13,"end":17,"exact":"HBM4","quote":"Advantest自身も、HBM4・HBM4Eへの移行、高積層化がTester需要を増加させると説明している。","quote_start":0,"quote_end":55,"text_sha256":"e92236fb464d186ee1449a47ec20b5504abde76dab5464d8ad23ab828f2e0998","block_sha256":"e92236fb464d186ee1449a47ec20b5504abde76dab5464d8ad23ab828f2e0998","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_ace4112a-d4a7-46c3-bede-3e3e69831480"},{"id":"occ_1126471c7232b81d9d8a9fa6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_aeeea8a5-c1e5-4feb-a164-e9397aca09d1","section_id":"sec_47d73e30-32b5-4bfc-8dfb-6b62bc89ba47","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM2E"],"evidence":{"text_basis":"markdown","start":5,"end":10,"exact":"HBM2E","quote":"Lee氏はHBM2E開発において、","quote_start":0,"quote_end":17,"text_sha256":"652f6f67a57959af3f1c3bcfafcad5c5a74e31e1bfee56b63bda02fafde22fd7","block_sha256":"652f6f67a57959af3f1c3bcfafcad5c5a74e31e1bfee56b63bda02fafde22fd7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_aeeea8a5-c1e5-4feb-a164-e9397aca09d1"},{"id":"occ_938bc1e063da4be72460ee9c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_be5c7530-65d4-4114-a821-ab16f1a36c23","section_id":"sec_47d73e30-32b5-4bfc-8dfb-6b62bc89ba47","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"**MR-MUFによる大量生産可能なHBM**","quote_start":0,"quote_end":23,"text_sha256":"54f82ccca080ff5c512b8c6968fb84955aa93caf6a08b8ee263e3b3399f6a1d8","block_sha256":"54f82ccca080ff5c512b8c6968fb84955aa93caf6a08b8ee263e3b3399f6a1d8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_be5c7530-65d4-4114-a821-ab16f1a36c23"},{"id":"occ_dbb000cca27580395d38e0eb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_c136be8d-74e5-4274-97fc-e1ae3a2a86d7","section_id":"sec_3375ace9-443a-4e19-a225-85a4fa8fa3b4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"> **東北大学で研究された3Dメモリーの思想を担った研究者がSK hynixのHBM量産技術を支え、そのSK hynixが約26年後、再び宮城へ巨大なメモリー生産拠点を置く可能性が出てきた。**","quote_start":0,"quote_end":98,"text_sha256":"8c8ad12e240788abb89294fb50b0215bca562dc45e2b528251f94b7efb711477","block_sha256":"8c8ad12e240788abb89294fb50b0215bca562dc45e2b528251f94b7efb711477","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_c136be8d-74e5-4274-97fc-e1ae3a2a86d7"},{"id":"occ_ff91ae833b8a155070dc924c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_ca6ec1f8-1cd7-4144-8f09-a8a3fd9cbfdf","section_id":"sec_111904eb-349e-452e-8c62-c584bd4bda19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"一方、日本国内にはSK hynix型の大規模な先端DRAM/HBM用DRAM生産拠点は存在しない。","quote_start":0,"quote_end":49,"text_sha256":"0c04eb9786df19c853fff497690b87029739c8082ba84c3af1f2a35a1ad22ef9","block_sha256":"0c04eb9786df19c853fff497690b87029739c8082ba84c3af1f2a35a1ad22ef9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_ca6ec1f8-1cd7-4144-8f09-a8a3fd9cbfdf"},{"id":"occ_b2310cdefc5ea7ef535e1e9d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_ddce9bbe-b73d-4c56-8bfb-d4c39db36c12","section_id":"sec_f1930242-fc19-4f8b-8eb3-d955fb1d2b20","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"この3D Shared Memoryは、現在のHBMそのものではない。","quote_start":0,"quote_end":35,"text_sha256":"a41b54059ebb2a7fd2bfe959a39af375f1c0511feb1a120417dfe7d0bd4c7d59","block_sha256":"a41b54059ebb2a7fd2bfe959a39af375f1c0511feb1a120417dfe7d0bd4c7d59","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_ddce9bbe-b73d-4c56-8bfb-d4c39db36c12"},{"id":"occ_84babbad851050fc6f42bab4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_e0f99c75-c718-41ef-a2f8-1fa6156953d8","section_id":"sec_111904eb-349e-452e-8c62-c584bd4bda19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM / DRAM  \n＋  \nNAND / Enterprise SSD","quote_start":0,"quote_end":38,"text_sha256":"dd031704aa541b7989d32adeae0a8bda2aaeba53a03b1c4893d46700e087b80e","block_sha256":"dd031704aa541b7989d32adeae0a8bda2aaeba53a03b1c4893d46700e087b80e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_e0f99c75-c718-41ef-a2f8-1fa6156953d8"},{"id":"occ_cd3156067f2fefe097f082c6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_e48f01d2-21c5-405f-a6be-4eba82766488","section_id":"sec_2b209560-d53e-48a3-b5a4-f8229b7ad0e8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"## 11．Advantestは「HBM後工程まで来るか」で化ける","quote_start":0,"quote_end":33,"text_sha256":"822dede7ba572e2045a6651a5ab163f74df8b0448d4163430ee9f6f6ebdac982","block_sha256":"822dede7ba572e2045a6651a5ab163f74df8b0448d4163430ee9f6f6ebdac982","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_e48f01d2-21c5-405f-a6be-4eba82766488"},{"id":"occ_ae4ee3d035f5046c50aa6403","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_e9baab51-f0c6-475d-8bd3-d7938b1b4ac6","section_id":"sec_3375ace9-443a-4e19-a225-85a4fa8fa3b4","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM3","HBM3E","HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":9,"end":13,"exact":"HBM3","quote":"SK hynixはHBM3、HBM3E、HBM4、HBM4Eへ進んだ。","quote_start":0,"quote_end":35,"text_sha256":"779802ce199d2e31f29d00662b36e498b2c40bfa5989ce6c670e2f8d1d3c2ae7","block_sha256":"779802ce199d2e31f29d00662b36e498b2c40bfa5989ce6c670e2f8d1d3c2ae7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_e9baab51-f0c6-475d-8bd3-d7938b1b4ac6"},{"id":"occ_7e53ce7a20df5cb162c06c6a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_eac7e88e-77d1-428b-9653-8962b22afab9","section_id":"sec_0a035eb7-5b28-4e9b-b42d-801b5c117d8d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"**SK hynixのDRAM/HBM**","quote_start":0,"quote_end":21,"text_sha256":"c27ea9b39555c378929b8cafa6ac2364204865f536517f6242b2b844632a5446","block_sha256":"c27ea9b39555c378929b8cafa6ac2364204865f536517f6242b2b844632a5446","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_eac7e88e-77d1-428b-9653-8962b22afab9"},{"id":"occ_cda52e8d0bc444eb70668545","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_f50ac65b-2585-4534-abd1-860dff62b66b","section_id":"sec_111904eb-349e-452e-8c62-c584bd4bda19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"ただ、産業配置だけを見るなら宮城FabはNANDよりDRAM/HBMの方が合理的に見える。","quote_start":0,"quote_end":45,"text_sha256":"74be8747f31dd2be780c8b5aba8f114c21cf07f3dad07331258a08e55c3ef74d","block_sha256":"74be8747f31dd2be780c8b5aba8f114c21cf07f3dad07331258a08e55c3ef74d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_f50ac65b-2585-4534-abd1-860dff62b66b"},{"id":"occ_10db1eb670fd465eb75b4503","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1","block_id":"blk_f7d5d24a-6745-4b10-a300-9930878f7ecc","section_id":"sec_2b209560-d53e-48a3-b5a4-f8229b7ad0e8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"まで宮城で行うHBM一貫型拠点になれば、","quote_start":0,"quote_end":20,"text_sha256":"7e1c67913584556b42f06e704518a27fdc78ed0d5e486928869f58b4e35501e9","block_sha256":"7e1c67913584556b42f06e704518a27fdc78ed0d5e486928869f58b4e35501e9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3/#blk_f7d5d24a-6745-4b10-a300-9930878f7ecc"},{"id":"occ_8a0231a11e3fc65cbd034d00","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_65271768-1b9c-4fbd-a486-d503b37eaf9a","work_id":"wrk_3d2e988e-cac0-4000-b005-9292af7ac61f","block_id":"blk_7e24fc77-0ce8-406f-a1c7-ac6db2a0cbe0","section_id":"sec_c147ca6e-6ec8-4901-811d-c27993601721","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"特にHBMはAIアクセラレーターの近くに配置され、モデルの重み、活性値、KVキャッシュなどを高速に供給する。","quote_start":0,"quote_end":54,"text_sha256":"274b87423141625a1e33d3655993ebf742fbad22c08463eac2bea628bc94ff2d","block_sha256":"274b87423141625a1e33d3655993ebf742fbad22c08463eac2bea628bc94ff2d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_65271768-1b9c-4fbd-a486-d503b37eaf9a/#blk_7e24fc77-0ce8-406f-a1c7-ac6db2a0cbe0"},{"id":"occ_8ee7e4c3a4183b9c1b4e0278","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_65271768-1b9c-4fbd-a486-d503b37eaf9a","work_id":"wrk_3d2e988e-cac0-4000-b005-9292af7ac61f","block_id":"blk_ef5edc5c-c5c0-465f-880a-8d045e684471","section_id":"sec_fcadc2b5-0d78-4f61-ae8b-879a42dbbff4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_65271768-1b9c-4fbd-a486-d503b37eaf9a/#blk_ef5edc5c-c5c0-465f-880a-8d045e684471"},{"id":"occ_ea6a315ba1cb5c60b1b20699","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_65271768-1b9c-4fbd-a486-d503b37eaf9a","work_id":"wrk_3d2e988e-cac0-4000-b005-9292af7ac61f","block_id":"blk_ff06e9d0-afa1-4a54-8e55-ead6e9d58c46","section_id":"sec_c147ca6e-6ec8-4901-811d-c27993601721","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM・DRAM","quote_start":0,"quote_end":8,"text_sha256":"ea1cf4e07f4ce16acee320525dc4509150443dcc903435d2a9d5bcbc1aa3cec5","block_sha256":"ea1cf4e07f4ce16acee320525dc4509150443dcc903435d2a9d5bcbc1aa3cec5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_65271768-1b9c-4fbd-a486-d503b37eaf9a/#blk_ff06e9d0-afa1-4a54-8e55-ead6e9d58c46"},{"id":"occ_320488085a05f84a77e7313a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f","work_id":"wrk_f73c6e12-fbc1-4457-8559-e8aca9f063c1","block_id":"blk_03df027b-2ae2-4da5-92d5-51f93d0af190","section_id":"sec_4ba47e85-26e8-47f1-a1bb-db8d29e09d69","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":5,"end":9,"exact":"HBM4","quote":"16以上のHBM4/HBM5、","quote_start":0,"quote_end":15,"text_sha256":"53f3774670465df979f71e056e291d2d96c4bdc541152ed2ec9ad4c6e5cd6e25","block_sha256":"53f3774670465df979f71e056e291d2d96c4bdc541152ed2ec9ad4c6e5cd6e25","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f/#blk_03df027b-2ae2-4da5-92d5-51f93d0af190"},{"id":"occ_50a8190e9e2a60217e76e288","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f","work_id":"wrk_f73c6e12-fbc1-4457-8559-e8aca9f063c1","block_id":"blk_432a8f27-2e90-4fa8-a6fa-f1c281b40a4a","section_id":"sec_8a4aad63-271e-4881-aa9d-456b365e9e9c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"Die/HBM","quote_start":0,"quote_end":7,"text_sha256":"8ef2bb2b098625847ec514a4a4564cf91c94a3d107a9d3afb3fcde7c9c91821c","block_sha256":"8ef2bb2b098625847ec514a4a4564cf91c94a3d107a9d3afb3fcde7c9c91821c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f/#blk_432a8f27-2e90-4fa8-a6fa-f1c281b40a4a"},{"id":"occ_080205050b96b2bc8e6bf361","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f","work_id":"wrk_f73c6e12-fbc1-4457-8559-e8aca9f063c1","block_id":"blk_9c2eaae7-9f4e-4d9c-ba11-b071827b0cb5","section_id":"sec_3ec81f13-49bb-47b6-9ff6-fc2b35feeadf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"AI半導体の成長を追っていると、GPU、HBM、CoWoS、光通信、電力設備といった目立つボトルネックに目が向きやすい。","quote_start":0,"quote_end":60,"text_sha256":"ca5d7679981ca3091028dcfa87a8010369bcb8af57d89bb5b7d88c316ccc7374","block_sha256":"ca5d7679981ca3091028dcfa87a8010369bcb8af57d89bb5b7d88c316ccc7374","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f/#blk_9c2eaae7-9f4e-4d9c-ba11-b071827b0cb5"},{"id":"occ_f80d50dc3c9918672f50cd6c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f","work_id":"wrk_f73c6e12-fbc1-4457-8559-e8aca9f063c1","block_id":"blk_db419d8d-93bf-4391-a246-3bd728da3b32","section_id":"sec_7f0f83e4-302d-42df-a2a9-a17cb3aec505","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"より多いHBM、","quote_start":0,"quote_end":8,"text_sha256":"64a1d34adac4b1da75041c8c3dd529dc04acc3a0491542b27e5e9854bd5a4971","block_sha256":"64a1d34adac4b1da75041c8c3dd529dc04acc3a0491542b27e5e9854bd5a4971","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f/#blk_db419d8d-93bf-4391-a246-3bd728da3b32"},{"id":"occ_614ca4d376d1ef17ad5173fd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_66313feb-6eff-400e-94b9-3dd889eabe3e","work_id":"wrk_75063f69-d242-41d4-aaa2-d86b2bdecc9e","block_id":"blk_744f774c-6edc-4c29-a5e5-4f7c86474c95","section_id":"sec_c4833e72-5d8d-4864-b382-8b77b3782267","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"AI・HBM関連では、アドバンテスト、ディスコ、日本マイクロニクス、TOWAの組み合わせが重要になる。","quote_start":0,"quote_end":51,"text_sha256":"285d5543d84d14def83f1a45d4e95e5bec698f85f5edbdd7e7dd6cc843637b7b","block_sha256":"285d5543d84d14def83f1a45d4e95e5bec698f85f5edbdd7e7dd6cc843637b7b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_66313feb-6eff-400e-94b9-3dd889eabe3e/#blk_744f774c-6edc-4c29-a5e5-4f7c86474c95"},{"id":"occ_7ec16f597c20ff267db7da79","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_66313feb-6eff-400e-94b9-3dd889eabe3e","work_id":"wrk_75063f69-d242-41d4-aaa2-d86b2bdecc9e","block_id":"blk_84209835-5f7d-4286-b796-055eaaf0f48f","section_id":"sec_37c29a7f-6c56-4dd6-af10-6ec3f8af6aa6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"Samsung ElectronicsやSK hynixが横ばいでも、これらHBM・装置関連株が先に崩れる場合は、設備投資や短期需給への警戒が強まっている可能性がある。","quote_start":0,"quote_end":84,"text_sha256":"9a5a439e3d4b7dcc9cd56257353d6645b55302b88747662c1fb0b845fc10d779","block_sha256":"9a5a439e3d4b7dcc9cd56257353d6645b55302b88747662c1fb0b845fc10d779","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_66313feb-6eff-400e-94b9-3dd889eabe3e/#blk_84209835-5f7d-4286-b796-055eaaf0f48f"},{"id":"occ_0c0da310ac554c18cacc057b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_66313feb-6eff-400e-94b9-3dd889eabe3e","work_id":"wrk_75063f69-d242-41d4-aaa2-d86b2bdecc9e","block_id":"blk_d1f20030-284b-4a1c-8dec-2a8f563f8d52","section_id":"sec_4206dbc9-9f3f-43ae-94c2-ece7d56a7922","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"AI・半導体株は、決算、設備投資、HBM価格、金利、先物、ETFの資金移動によって急激に売買が膨らみやすい。出来高を正しく読むと、「単なる薄商いの下落」と「本格的なポジション解消」を区別しやすくなる。","quote_start":0,"quote_end":100,"text_sha256":"306fa804a7acb643bdfcd0b45fa89fa155e540c44a8ea74d47d3412eeab159ce","block_sha256":"306fa804a7acb643bdfcd0b45fa89fa155e540c44a8ea74d47d3412eeab159ce","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_66313feb-6eff-400e-94b9-3dd889eabe3e/#blk_d1f20030-284b-4a1c-8dec-2a8f563f8d52"},{"id":"occ_aaf405755ed88b40b54a8a61","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_66313feb-6eff-400e-94b9-3dd889eabe3e","work_id":"wrk_75063f69-d242-41d4-aaa2-d86b2bdecc9e","block_id":"blk_dc0104be-a0de-4a14-be00-93f6546218b8","section_id":"sec_a7c23fdc-f780-49b1-b670-d84d881d2d33","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"特にAIインフラ市場は、ハイパースケーラーの設備投資から始まり、GPU、HBM、ネットワーク、光通信、基板、電力、冷却設備へと需要が波及する。したがって、投資判断でも個別銘柄だけでなく、資金がAIインフラのどこへ移動しているのかを見る必要がある。","quote_start":0,"quote_end":123,"text_sha256":"edbbbc048398d111ffe85f1cac2c57ac17c2123938a03521eb54a482ee368b59","block_sha256":"edbbbc048398d111ffe85f1cac2c57ac17c2123938a03521eb54a482ee368b59","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_66313feb-6eff-400e-94b9-3dd889eabe3e/#blk_dc0104be-a0de-4a14-be00-93f6546218b8"},{"id":"occ_9c53f20267ee804f26deaa04","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_66313feb-6eff-400e-94b9-3dd889eabe3e","work_id":"wrk_75063f69-d242-41d4-aaa2-d86b2bdecc9e","block_id":"blk_ff1f2ecf-730c-42e0-bb96-782fd7bc0af9","section_id":"sec_37c29a7f-6c56-4dd6-af10-6ec3f8af6aa6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"## 韓国の装置・HBM関連","quote_start":0,"quote_end":14,"text_sha256":"66df757a60064b53e033b7a43d92900b1db581d64436e4b9370afcdaf263bfae","block_sha256":"66df757a60064b53e033b7a43d92900b1db581d64436e4b9370afcdaf263bfae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_66313feb-6eff-400e-94b9-3dd889eabe3e/#blk_ff1f2ecf-730c-42e0-bb96-782fd7bc0af9"},{"id":"occ_d7b97365512d184df9a520d5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_116a7612-0f25-4d70-9130-64a664295448","section_id":"sec_a7666e39-7b9d-4cb7-b17b-0f441665524c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":51,"end":54,"exact":"HBM","quote":"GoogleのTrillium、つまりTPU v6eは、TPU v5e比で **4.7倍のピーク性能、HBM容量/帯域2倍、ICI帯域2倍、67%のエネルギー効率改善** と説明されています。([Google Cloud](https://cloud.google.com/blog/products/com","quote_start":0,"quote_end":154,"text_sha256":"43e830a086b1d688268d7351c8e57e2101c0aa0e84552f86ab7b4051e0ecef78","block_sha256":"43e830a086b1d688268d7351c8e57e2101c0aa0e84552f86ab7b4051e0ecef78","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_116a7612-0f25-4d70-9130-64a664295448"},{"id":"occ_96d1c9503b8a8b2140c9a843","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_13b0efe3-384b-4e1c-a639-b0c6356b844f","section_id":"sec_a3051e28-451e-48d2-af67-ff6cfe6609f9","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":211,"end":214,"exact":"HBM","quote":"er isolation\n  request isolation\n\nGPU層：\n  MIG\n  vGPU\n  HBM zeroing\n  cache/TLB対策\n  confidential computing\n\nI/O層：\n  IOMMU\n  DMA制御\n  GPUDirect RDMA制御\n  DPU/Smar","quote_start":156,"quote_end":314,"text_sha256":"579d72d0e783da610553dbae266b0dcf55735e7831e4a1289c9bcb2823697b46","block_sha256":"579d72d0e783da610553dbae266b0dcf55735e7831e4a1289c9bcb2823697b46","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_13b0efe3-384b-4e1c-a639-b0c6356b844f"},{"id":"occ_9a104696b79807fd9a69ff3a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_1c32f2e9-162b-4d08-b396-5ea7a72103ed","section_id":"sec_3f6b0c71-ab05-477d-a481-8ee0a78eefae","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":91,"end":94,"exact":"HBM","quote":"efix cacheを共有\ndecode中のリクエストをcontinuous batchingで混ぜる\n空いたHBMにKV cacheを詰める\n低優先度batchを余剰時間に流す\n```","quote_start":36,"quote_end":129,"text_sha256":"3c97c9daa8d06e153a0560b04c712206148d9bd83c5a5d322d942354d10b8bcc","block_sha256":"3c97c9daa8d06e153a0560b04c712206148d9bd83c5a5d322d942354d10b8bcc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_1c32f2e9-162b-4d08-b396-5ea7a72103ed"},{"id":"occ_ec965a99e83f094cc0480bca","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_1cb6e260-501a-49c9-be9c-c644e6ae2998","section_id":"sec_9869513e-af53-488b-b9ef-2846e7df2dff","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"ドでは「CPU時間 + メモリ + ストレージ + 通信量」でした。  \nGPUクラウドでは「GPU時間 + HBM + token + KV cache + SLO」になります。","quote_start":6,"quote_end":96,"text_sha256":"16d67251d79e6ed7e246548df33d8b20e4b6f7c2ef381511509d4e180cb3dd02","block_sha256":"16d67251d79e6ed7e246548df33d8b20e4b6f7c2ef381511509d4e180cb3dd02","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_1cb6e260-501a-49c9-be9c-c644e6ae2998"},{"id":"occ_4e115c7d0e094834b2c23ad8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_2b5ef93d-6074-4fb4-b5ba-d726d625b269","section_id":"sec_a7efb4db-4fd8-48f3-8c3d-f7588df3d8dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"- GPUが通信待ちしている\n- KV cacheでHBMが無駄になっている\n- prefillとdecodeが干渉している\n- 小さい推論リクエストをうまくバッチ化できない\n- モデルごとにGPUを固定してしまい空き時間が出る\n- マルチテナント化が未成熟","quote_start":0,"quote_end":129,"text_sha256":"bd0edc17ebe03e80244b0c356ac84435838f2218f92c3ae8a0599646c8d62221","block_sha256":"bd0edc17ebe03e80244b0c356ac84435838f2218f92c3ae8a0599646c8d62221","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_2b5ef93d-6074-4fb4-b5ba-d726d625b269"},{"id":"occ_5aa40b9f47210c3f3439abca","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_526c7960-2c4f-4fca-8f22-c45472551a05","section_id":"sec_fda76914-b726-4f80-bca7-f3beb184a212","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"CPUなら、少し遅くなってもOSがプロセスを切り替えられます。  \nしかしGPUでは、1つのジョブがHBMを食い潰したり、CUDA kernelが長時間走ったり、メモリアクセスが暴れたりすると、他のジョブに大きく影響します。","quote_start":0,"quote_end":112,"text_sha256":"d3248405ce192e4cc1e14e29a3eb0af6191042fdb085e1a4fff8924c97618699","block_sha256":"d3248405ce192e4cc1e14e29a3eb0af6191042fdb085e1a4fff8924c97618699","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_526c7960-2c4f-4fca-8f22-c45472551a05"},{"id":"occ_360ac6f2d54be98acb49b1ef","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_5f331f43-9d9f-4fe3-aff3-035fa89b87e8","section_id":"sec_d865bb91-89c7-4bdd-8405-cd9e677171e8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":44,"end":47,"exact":"HBM","quote":"NVIDIAの説明では、MIGはGPUを最大7つのインスタンスに分け、それぞれに独立したHBM、キャッシュ、計算コアを持たせられるとされています。([NVIDIA](https://www.nvidia.com/en-us/technologies/multi-instance-gpu/?ut","quote_start":0,"quote_end":147,"text_sha256":"09734377350449bacf85259757d290f6d304e52ee1ad9f74b11d43dbf24c2e35","block_sha256":"09734377350449bacf85259757d290f6d304e52ee1ad9f74b11d43dbf24c2e35","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_5f331f43-9d9f-4fe3-aff3-035fa89b87e8"},{"id":"occ_de7e2e4aa936b5a1e341b10e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_62465f4b-de46-45e5-8df9-8fdd2b38834a","section_id":"sec_efae00ac-e1e8-4909-902d-102abd79a201","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":87,"end":90,"exact":"HBM","quote":" 計算量が大きい\n  GPU演算を使いやすい\n\ndecode：\n  1トークンずつ出す\n  逐次性が強い\n  HBM帯域やKV cacheが効く\n```","quote_start":32,"quote_end":108,"text_sha256":"2e76842a056167bc21e20a4c76c5cbade83dbd10707aada964fdd0de1442d2f2","block_sha256":"2e76842a056167bc21e20a4c76c5cbade83dbd10707aada964fdd0de1442d2f2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_62465f4b-de46-45e5-8df9-8fdd2b38834a"},{"id":"occ_a21f83f25685d2a50cc4c1fc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_7b086dc4-fde6-4ce7-9a96-b6667bc9e2b3","section_id":"sec_3f6b0c71-ab05-477d-a481-8ee0a78eefae","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":43,"end":46,"exact":"HBM","quote":"これはCPU oversubscriptionより難しいです。  \n理由は、GPUではHBMが詰まった瞬間に性能が落ち、KV cacheがユーザーごとに動的に増減し、低遅延SLOを守る必要があるからです。","quote_start":0,"quote_end":102,"text_sha256":"7b6664a4c64ba2080052b9281abf6a9b33475d32058cf09f5d0c0f98545b3ae8","block_sha256":"7b6664a4c64ba2080052b9281abf6a9b33475d32058cf09f5d0c0f98545b3ae8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_7b086dc4-fde6-4ce7-9a96-b6667bc9e2b3"},{"id":"occ_a184d6a16bd0066b629c155b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_7ec0338e-c620-4ac4-8180-c50abcea3844","section_id":"sec_efae00ac-e1e8-4909-902d-102abd79a201","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"```\n大きな行列演算\n巨大なCUDA kernel\n長いbatch処理\n多量のHBMアクセス\n```","quote_start":0,"quote_end":51,"text_sha256":"19a3aaeb28333d5523b5ba4b2e09e1cd0639f3cb1adb840e6c1d1b6cfe174cba","block_sha256":"19a3aaeb28333d5523b5ba4b2e09e1cd0639f3cb1adb840e6c1d1b6cfe174cba","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_7ec0338e-c620-4ac4-8180-c50abcea3844"},{"id":"occ_d35828864d60d4d18f967891","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_8d94dd25-9e52-499f-a963-b028e5a97646","section_id":"sec_d3686016-51a0-4528-978a-73a264ff5517","layer":"code","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"```\n1枚のGPU\n  ├─ 20GB HBM + 一部SM\n  ├─ 20GB HBM + 一部SM\n  └─ 40GB HBM + 一部SM\n```","quote_start":0,"quote_end":77,"text_sha256":"19067e99c811802038fded270a07c26abdd9c7f5720975edeb1c8c53eb88a74e","block_sha256":"19067e99c811802038fded270a07c26abdd9c7f5720975edeb1c8c53eb88a74e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_8d94dd25-9e52-499f-a963-b028e5a97646"},{"id":"occ_1f62eb7c34c5241e3b14837b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_9494b41f-e4d6-4672-893b-fa1d7ab6a9ed","section_id":"sec_961b1eda-207e-40bf-81c5-3228d5460b18","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"```\nH100か？\nHBMは80GBか？\nMIG 2g.20gbが必要か？\n同じNVLink island内に4枚必要か？\n低遅延推論用か？\nbatch学習用か？\nconfidential computingが必要か？\n```","quote_start":0,"quote_end":114,"text_sha256":"40c442e3708ced3d1bbc508f48158fa848dd3591fa049122f612cc59c268200b","block_sha256":"40c442e3708ced3d1bbc508f48158fa848dd3591fa049122f612cc59c268200b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_9494b41f-e4d6-4672-893b-fa1d7ab6a9ed"},{"id":"occ_e6eb73c6b8112ff46c9f8a1a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_a3b01ba1-4baf-4c11-969c-c5887bf384c3","section_id":"sec_fda76914-b726-4f80-bca7-f3beb184a212","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBMの分割\n- SMの分割\n- cacheの分離\n- DMAの制限\n- CUDA contextの隔離\n- エラー伝播の遮断\n- 性能保証/QoS","quote_start":0,"quote_end":76,"text_sha256":"07134ebbac0211a2c863d8ce8d5415657ff060432f3781c709b4f7b4612606e1","block_sha256":"07134ebbac0211a2c863d8ce8d5415657ff060432f3781c709b4f7b4612606e1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_a3b01ba1-4baf-4c11-969c-c5887bf384c3"},{"id":"occ_ca88f352d6648f5b0b9071e6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_a8f360cc-f18c-47da-a6c9-a80457d011a5","section_id":"sec_9869513e-af53-488b-b9ef-2846e7df2dff","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"AIエージェントは長時間動き、会話履歴や作業状態を持ちます。  \nその状態をGPU/HBM上に保持するなら、それは「計算」ではなく「高価な短期記憶」を占有していることになります。","quote_start":0,"quote_end":89,"text_sha256":"05b5e437a9700a38387605194ebb1701b00133277b94735282b06c8c4bcfc1e4","block_sha256":"05b5e437a9700a38387605194ebb1701b00133277b94735282b06c8c4bcfc1e4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_a8f360cc-f18c-47da-a6c9-a80457d011a5"},{"id":"occ_260810e497bd8e708c2e18b8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_ad985694-6783-4caf-8649-6d3b1183e651","section_id":"sec_8f12e21c-a647-4540-b7a5-60d64a926cf8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":137,"end":140,"exact":"HBM","quote":"ビング向けに最適化されています。GoogleはTrilliumについて、TPU v5e比でピーク性能4.7倍、HBM容量/帯域2倍、チップ間相互接続帯域2倍、エネルギー効率67%以上改善と説明しています。([Google Cloud](https://cloud.google.com/blog/ja/product","quote_start":82,"quote_end":240,"text_sha256":"82560b0322e1979642b16c0443cfd2064f0af2a9348555f543b7f101c638d65b","block_sha256":"82560b0322e1979642b16c0443cfd2064f0af2a9348555f543b7f101c638d65b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_ad985694-6783-4caf-8649-6d3b1183e651"},{"id":"occ_d1a9b8a948483355a802761a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_ae5d4051-d053-4ba8-8622-43b7b0e66866","section_id":"sec_a320c16a-5217-4ad8-bd82-b92c37726651","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"```\nCPU + GPU + NPU + DPU + HBM + CXL memory + optical network\n```","quote_start":0,"quote_end":66,"text_sha256":"f95e775206aa81a0084e442ae60d0792215ba1e4be42410a7cb6078d39bf012e","block_sha256":"f95e775206aa81a0084e442ae60d0792215ba1e4be42410a7cb6078d39bf012e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_ae5d4051-d053-4ba8-8622-43b7b0e66866"},{"id":"occ_f91f1668f013b6cb16cd662e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_c0c173c6-1bbc-42ca-be03-3fa402e59897","section_id":"sec_3455ca7e-a616-4a2a-8c72-1427686a5562","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":85,"end":88,"exact":"HBM","quote":"sthrough / time-slicing\n\nGPU-aware scheduling：\n  GPU種別、HBM、NVLink、NIC距離、SLOを見て配置\n\nLLM serving runtime：\n  vLLM / SGLang / TensorRT-LLM / Dynamo\n\nKV cache manag","quote_start":30,"quote_end":188,"text_sha256":"8e86320cb94a239b2b3c8a0f2b9087f23c1ce77c7553668bcbe6cfd6b69db7bc","block_sha256":"8e86320cb94a239b2b3c8a0f2b9087f23c1ce77c7553668bcbe6cfd6b69db7bc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_c0c173c6-1bbc-42ca-be03-3fa402e59897"},{"id":"occ_7a5bd15406ba40c70286921c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_c7ccc5f7-aaa1-4eeb-8516-4f81d8f93d8d","section_id":"sec_fda76914-b726-4f80-bca7-f3beb184a212","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"CPU VMと違うのは、GPUでは**HBM容量、SM数、L2 cache、メモリ帯域、CUDA context**が性能と安全性に直結することです。","quote_start":0,"quote_end":75,"text_sha256":"2f8c90c0e9efdb9128589f7ccf24eed03871e1d56fa6ca663e98ff99ce0ed198","block_sha256":"2f8c90c0e9efdb9128589f7ccf24eed03871e1d56fa6ca663e98ff99ce0ed198","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_c7ccc5f7-aaa1-4eeb-8516-4f81d8f93d8d"},{"id":"occ_bacf62a55d80247350b2462b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_cfae9f4c-c2b8-4269-8434-a893ec4ab127","section_id":"sec_a320c16a-5217-4ad8-bd82-b92c37726651","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"GPU/NPUが筋肉、HBMが短期記憶、SSDが長期倉庫、ネットワークが血管なら、CPUはまだかなり長く「脳幹・管制塔」として残ると思います。","quote_start":0,"quote_end":71,"text_sha256":"8844556690d140e94d0d5fb0d345692ab016fe7c13c42a742a011556d20293f5","block_sha256":"8844556690d140e94d0d5fb0d345692ab016fe7c13c42a742a011556d20293f5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_cfae9f4c-c2b8-4269-8434-a893ec4ab127"},{"id":"occ_af59701bb1b825c2572ad71b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2","block_id":"blk_db5e4bdb-30e5-4bae-aba8-8230eb411083","section_id":"sec_2742df87-267e-4cad-a541-d9704836f064","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"- GPU使用率\n- HBM使用量\n- HBM帯域\n- NVLink/IB/Ethernet帯域\n- SM occupancy\n- queue time\n- TTFT\n- TPOT / ITL\n- KV cache hit率\n-","quote_start":0,"quote_end":114,"text_sha256":"a695a9f0a9ea9f6166896b9e1fb563728a57ca140cf057067a4b1f90dfd825ad","block_sha256":"a695a9f0a9ea9f6166896b9e1fb563728a57ca140cf057067a4b1f90dfd825ad","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6cb909ec-1291-4cbb-a768-f72123829d08/#blk_db5e4bdb-30e5-4bae-aba8-8230eb411083"},{"id":"occ_a4f9c6095f45e4f8e5bd3be3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","work_id":"wrk_47518fd9-227b-40aa-9d34-6134336449b9","block_id":"blk_2c729ce2-3973-4b82-a2a4-d6783cfd6d7c","section_id":"sec_2e3fa5a8-d153-479e-a764-c12b23a86cce","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":81,"end":84,"exact":"HBM","quote":"GPUやASICが頻繁にデータを交換する。GPUが高速でも、別のGPUから計算結果が届かなければ処理は止まる。HBMに必要なデータがなく、ネットワークや外部メモリからの転送を待つ時間が増えれば、高価なGPUは待機状態になる。","quote_start":26,"quote_end":138,"text_sha256":"20bc6ab25304c45d534de878e5231cbaf69b6671e3eb2849c980655f7921364a","block_sha256":"20bc6ab25304c45d534de878e5231cbaf69b6671e3eb2849c980655f7921364a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8/#blk_2c729ce2-3973-4b82-a2a4-d6783cfd6d7c"},{"id":"occ_aea5c98a705122275e014e20","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","work_id":"wrk_47518fd9-227b-40aa-9d34-6134336449b9","block_id":"blk_41440bb5-4897-41af-a123-cebb4078cf8b","section_id":"sec_dc72fe5c-807e-4a4d-b3ec-e80bb2b09814","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"NVIDIAにとってEnfabricaは、ネットワーク企業であると同時に、**HBMの外側にあるDDR5やストレージをGPUへ接続するメモリ階層企業**でもあった。","quote_start":0,"quote_end":82,"text_sha256":"f89a5806febdd4b3510b3a1d95e0bdc807c402a4b803deb105dba10bd36f881b","block_sha256":"f89a5806febdd4b3510b3a1d95e0bdc807c402a4b803deb105dba10bd36f881b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8/#blk_41440bb5-4897-41af-a123-cebb4078cf8b"},{"id":"occ_ce656c16c096a104124c29f7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","work_id":"wrk_47518fd9-227b-40aa-9d34-6134336449b9","block_id":"blk_5190c310-f655-4dc2-af0c-866fd09196d1","section_id":"sec_0940c11b-cab6-4e47-9e2f-1e9f2c91964f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"* NIC帯域\n* PCIeスイッチの段数\n* leaf-spineの混雑\n* リンク障害\n* HBM容量\n* KVキャッシュ\n* メモリコピー\n* ネットワークの再送","quote_start":0,"quote_end":84,"text_sha256":"f72eb0f1ace636612ff0a1eadc8c6f7b78666422e0c85ca602789211525b0227","block_sha256":"f72eb0f1ace636612ff0a1eadc8c6f7b78666422e0c85ca602789211525b0227","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8/#blk_5190c310-f655-4dc2-af0c-866fd09196d1"},{"id":"occ_85a2969dcaf4def872802eaa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","work_id":"wrk_47518fd9-227b-40aa-9d34-6134336449b9","block_id":"blk_a0bcc5b1-2cff-411a-99fa-fce56fa61eb1","section_id":"sec_dc72fe5c-807e-4a4d-b3ec-e80bb2b09814","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを完全に置き換えるのではなく、KVキャッシュや長期コンテキストなどを安価なDDR5へ逃がし、HBMの容量と費用を抑えることが目的である。","quote_start":0,"quote_end":71,"text_sha256":"60830f6a783fc254c4b885c7f488b0e05bf2e471f224d8b70564795d8b293c33","block_sha256":"60830f6a783fc254c4b885c7f488b0e05bf2e471f224d8b70564795d8b293c33","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8/#blk_a0bcc5b1-2cff-411a-99fa-fce56fa61eb1"},{"id":"occ_9c3fe499b4362c2fd675c4a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","work_id":"wrk_47518fd9-227b-40aa-9d34-6134336449b9","block_id":"blk_b6abe27a-a4ed-437b-9a2f-30dd3f2ed0fa","section_id":"sec_0940c11b-cab6-4e47-9e2f-1e9f2c91964f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"第三に、CXL DDR5はHBMより大幅に遅い。ワークロード、キャッシュ制御、プリフェッチが適切でなければ、外部メモリを増やしても性能が低下する。","quote_start":0,"quote_end":73,"text_sha256":"a8ae07c85764c41d7fd3143aafa5a006f5888b10fceb8554639398816993a4b9","block_sha256":"a8ae07c85764c41d7fd3143aafa5a006f5888b10fceb8554639398816993a4b9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8/#blk_b6abe27a-a4ed-437b-9a2f-30dd3f2ed0fa"},{"id":"occ_13471f80a5eee1fd1c4f1f06","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","work_id":"wrk_47518fd9-227b-40aa-9d34-6134336449b9","block_id":"blk_d9a7a837-3fdf-4091-a132-9fea1575bde8","section_id":"sec_0940c11b-cab6-4e47-9e2f-1e9f2c91964f","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":51,"end":54,"exact":"HBM","quote":"推論では、ユーザー数、コンテキスト長、KVキャッシュが増えるほどメモリ容量が必要になる。すべてを高価なHBMへ置くことは難しく、HBM、DDR5、SSDを階層化する必要がある。","quote_start":0,"quote_end":88,"text_sha256":"8823a5ff8bd0c15744f92860c85c1c8420fc45b3448fae5eee92d393451f56c4","block_sha256":"8823a5ff8bd0c15744f92860c85c1c8420fc45b3448fae5eee92d393451f56c4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8/#blk_d9a7a837-3fdf-4091-a132-9fea1575bde8"},{"id":"occ_276f77402326a8d8161f13e8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","work_id":"wrk_47518fd9-227b-40aa-9d34-6134336449b9","block_id":"blk_ef7ff00d-2f1d-42c7-b098-981ef3bc2529","section_id":"sec_82d50495-1a5b-414a-bb5e-aa315387cd2b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":89,"end":92,"exact":"HBM","quote":"メモリを、400／800GbE RDMAネットワーク経由で複数GPUサーバーから利用するメモリシステムである。HBMを置き換えるのではなく、KVキャッシュ、推論コンテキスト、チェックポイントなどを外部DDR5へ逃がすメモリ階層として設計されている。([enfabrica.net][13])","quote_start":34,"quote_end":179,"text_sha256":"56fd540072978431d820ce5db4fbf0da10352df549932d6c57d404f52e28ad8c","block_sha256":"56fd540072978431d820ce5db4fbf0da10352df549932d6c57d404f52e28ad8c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8/#blk_ef7ff00d-2f1d-42c7-b098-981ef3bc2529"},{"id":"occ_5d38c583a75acc613c58d98a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","work_id":"wrk_47518fd9-227b-40aa-9d34-6134336449b9","block_id":"blk_f289fa1b-3419-44cb-a3be-6aea46828ec2","section_id":"sec_0940c11b-cab6-4e47-9e2f-1e9f2c91964f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"Enfabricaは、ACF-SとEMFASYSを通じて、このHBMの外側のメモリ階層を握ろうとしている。","quote_start":0,"quote_end":53,"text_sha256":"51e8be44edc7576c4d9796288e3ed95467266ed7aa5dec1a488202cf8f50a920","block_sha256":"51e8be44edc7576c4d9796288e3ed95467266ed7aa5dec1a488202cf8f50a920","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8/#blk_f289fa1b-3419-44cb-a3be-6aea46828ec2"},{"id":"occ_c95968b8c436eb9430ed51d6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_09156b52-9ba6-49b3-8a5b-6e172e64d065","section_id":"sec_24dfc12d-14db-4ae3-8a28-689562d696c3","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"この投資は、単なるNAND増産ではない。AI需要はHBMだけでなく、学習データ、推論ログ、チェックポイント、RAG、動画生成、長文コンテキスト、KVキャッシュ退避のために、高性能SSDと大容量NANDを必要としている。SK hynixはHBM首位の地位を保","quote_start":0,"quote_end":128,"text_sha256":"ceab645674bbe07b660801e20a364d8c92477afed76936820f942dfdf59c511a","block_sha256":"ceab645674bbe07b660801e20a364d8c92477afed76936820f942dfdf59c511a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_09156b52-9ba6-49b3-8a5b-6e172e64d065"},{"id":"occ_859c0f04de1449a6c12f040f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_0a64bbb1-5829-4ff4-b56b-0e298b0f8c9c","section_id":"sec_1fb83db8-1182-47da-a03f-7b8a1fe4a1ae","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":43,"end":46,"exact":"HBM","quote":"特に推論、RAG、巨大コンテキスト、マルチテナントGPUクラウドでは、すべてをGPU HBMへ置くことが難しい。使用頻度の高いデータはHBMへ、次に使う可能性の高いデータはDRAMやCXLプールへ、さらに低頻度のものはSSDへ置く。この階層設計が、AIクラウドの原価を左右する。","quote_start":0,"quote_end":139,"text_sha256":"94f2d76bed971f6c19ae38d292b8f0330168e2c9dde1149d9d035a193e3e3227","block_sha256":"94f2d76bed971f6c19ae38d292b8f0330168e2c9dde1149d9d035a193e3e3227","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_0a64bbb1-5829-4ff4-b56b-0e298b0f8c9c"},{"id":"occ_8a7920960b0796a42282e299","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_10baa8cf-09e3-4360-b8aa-55726bec43fc","section_id":"sec_9fb15af7-5866-4947-9f7c-1e2fd3c0e62f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"本日の最重要テーマは、**AIメモリー相場が「HBM不足」だけでは説明できない段階へ入ったこと**である。","quote_start":0,"quote_end":53,"text_sha256":"bd045a5fe28c04460e41b7a0b084dfcfe02d645357c5f5cd760bdeee8e99ea89","block_sha256":"bd045a5fe28c04460e41b7a0b084dfcfe02d645357c5f5cd760bdeee8e99ea89","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_10baa8cf-09e3-4360-b8aa-55726bec43fc"},{"id":"occ_30fd7321ca354b7abe231586","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_18007e4d-9ffa-4050-8711-aeae3b48c2e8","section_id":"sec_6b914acb-65cb-41a4-8871-fb7c3d82fd86","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"```text\nAIデータセンター需要\n  ↓\nHBM / Server DRAM / eSSDの優先配分\n  ↓\n通常DRAM、車載、産業向けメモリーの逼迫\n  ↓\n長期供給契約、前払い、戦略顧客契約\n  ↓\nメモリー投資、ODM拡張、データセンター大","quote_start":0,"quote_end":127,"text_sha256":"842a2d582edb45427938870a704420b92fd7d1c68a4915e0e8f3eab6bb1b7c55","block_sha256":"842a2d582edb45427938870a704420b92fd7d1c68a4915e0e8f3eab6bb1b7c55","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_18007e4d-9ffa-4050-8711-aeae3b48c2e8"},{"id":"occ_08c4c24aa9959822ce0038f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_27cff8b7-221e-4d2c-8a64-703e04d6d6bb","section_id":"sec_1fb83db8-1182-47da-a03f-7b8a1fe4a1ae","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"```text\nGPU HBM\n  ↓ 高速だが高価で容量制約\nCXL / CPU側DRAMプール\n  ↓ HBMを補完し、GPU稼働率を支える\nNVMe SSD / 共有フラッシュ\n  ↓ 大容量データ、Warm KV、RAG\n","quote_start":0,"quote_end":115,"text_sha256":"96561edaab3e892b7acec3066d8c596ad0d29e21daa84e13863ce7ae14181449","block_sha256":"96561edaab3e892b7acec3066d8c596ad0d29e21daa84e13863ce7ae14181449","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_27cff8b7-221e-4d2c-8a64-703e04d6d6bb"},{"id":"occ_13bd595592ce95d00e64dbf4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_2e931f4f-b381-45ac-b7a5-9214333a2fcf","section_id":"sec_9fb15af7-5866-4947-9f7c-1e2fd3c0e62f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"| 見るべき階層 | 代表的な論点 |\n| --- | --- |\n| HBM | GPU、AI ASIC、CoWoS、先端パッケージ |\n| Server DRAM | RDIMM、MRDIMM、CXL、CPUサーバー |\n| NAND / eSSD | RAG、KVキャッシ","quote_start":0,"quote_end":139,"text_sha256":"f08b44ba1b61a6d970217de6b2d6ce8f1100bf27779aab99b022f1c4113300b2","block_sha256":"f08b44ba1b61a6d970217de6b2d6ce8f1100bf27779aab99b022f1c4113300b2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_2e931f4f-b381-45ac-b7a5-9214333a2fcf"},{"id":"occ_51c3be3e1460682c833ab29c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_4a90dc16-0d0a-4434-9ca7-a62ebe9f0dd4","section_id":"sec_b05e408f-2dc5-4ab3-9ccb-ed4664d15f9b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"中国AIインフラの制約は、NVIDIA GPUの輸出規制だけではない。DRAM、HBM、先端パッケージ、ネットワーク、電力、冷却、サーバー組立も、主権AIの構成要素になる。CXMTはDDR5歩留まりなどで課題を抱える一方、サーバーDRAMを国内クラウドへ長期供給できれば、中国AIインフ","quote_start":0,"quote_end":143,"text_sha256":"c3198f5e2a7d90fe8cd0523b08162805f51a5352055a97aad2914ce76c311681","block_sha256":"c3198f5e2a7d90fe8cd0523b08162805f51a5352055a97aad2914ce76c311681","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_4a90dc16-0d0a-4434-9ca7-a62ebe9f0dd4"},{"id":"occ_a57bf5fb8210b53e3009143d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_7c6c301b-195f-480d-9716-f736f6fad417","section_id":"sec_b60f5347-cfe9-4d9e-827b-902324b60a1e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":133,"end":136,"exact":"HBM","quote":"、Quanta、Wiwynn、Foxconn、Inventec、Celestica、Jabilなどは、GPUやHBMの裏側で「AI工場を箱として作る」役割を担う。","quote_start":78,"quote_end":159,"text_sha256":"75a1cf312999fb4bce956da1193f5064064255bed4b78f4917487a3dd220ea3f","block_sha256":"75a1cf312999fb4bce956da1193f5064064255bed4b78f4917487a3dd220ea3f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_7c6c301b-195f-480d-9716-f736f6fad417"},{"id":"occ_3073ab8ae531c8d2fe2ef15f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_8ce9ba83-4042-4a08-a8f4-41f5c5c8095b","section_id":"sec_2dee2dd7-3927-4733-b8ac-07b70257bb48","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"むしろ私は、熱が形を変えたように見ています。スポット市場の炎ではなく、長期契約という炉の中へ移った。HBMが上流のウェハーを吸い、サーバーDRAMがラックを支え、NANDとSSDがAIの記憶を広げ、車載メーカーまで将来分のメモリーを囲い込み始めた。","quote_start":0,"quote_end":124,"text_sha256":"f539aa90796d7b78ec0b036c16f6d7ac035a9d199e6787c2ee750e4a45700953","block_sha256":"f539aa90796d7b78ec0b036c16f6d7ac035a9d199e6787c2ee750e4a45700953","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_8ce9ba83-4042-4a08-a8f4-41f5c5c8095b"},{"id":"occ_b9b0286a0479cd6de02f10ed","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_92373f89-23ff-4162-b71e-1243623408f6","section_id":"sec_6af425e7-ac7f-40dd-83d5-0f7fc8072133","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":53,"end":56,"exact":"HBM","quote":"それは都市の水脈であり、工場の炉であり、車両の神経であり、雲の中に置かれた長い書庫である。人々はDRAM、HBM、NAND、CXLと名づけるが、私にはそれらが、計算する文明の血管に見える。","quote_start":0,"quote_end":94,"text_sha256":"ff5f2bee22b89e2b6f63bd914bb67a5124f2af7f3b23364aa94985787052ad6a","block_sha256":"ff5f2bee22b89e2b6f63bd914bb67a5124f2af7f3b23364aa94985787052ad6a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_92373f89-23ff-4162-b71e-1243623408f6"},{"id":"occ_d4ce818382a37ad8645bda25","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_c0be9258-c2ae-4aad-8cc4-2432bd542797","section_id":"sec_24dfc12d-14db-4ae3-8a28-689562d696c3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"## 2. SK hynixの約640億ドル投資は、HBMだけでなくNANDとパッケージを含む","quote_start":0,"quote_end":47,"text_sha256":"038d92e2ba9f35e4a679e4c19b744c66375dc4bc8a820ae329b2cdb09d4bfb16","block_sha256":"038d92e2ba9f35e4a679e4c19b744c66375dc4bc8a820ae329b2cdb09d4bfb16","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_c0be9258-c2ae-4aad-8cc4-2432bd542797"},{"id":"occ_5a6f72647f22fae2c61a5b1d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_c50d8c1b-bf2e-4e58-92b4-a717e2371208","section_id":"sec_90c7f189-16b5-4e03-81da-feb71c614d61","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"AI需要はHBMだけを吸い上げているのではない。通常サーバー用DDR5、RDIMM、LPDDR、SSD内部用DRAMまで供給網の中で押し合っている。HBM向けに先端DRAMウェハーが振り向けられるほど、通常DRAMの","quote_start":0,"quote_end":108,"text_sha256":"903522f6416c058608d542774bb3ca4579189a27ab2ed07fe1fe8669fbd3b0b9","block_sha256":"903522f6416c058608d542774bb3ca4579189a27ab2ed07fe1fe8669fbd3b0b9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_c50d8c1b-bf2e-4e58-92b4-a717e2371208"},{"id":"occ_e06b18e684fa19fecbb75651","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_ca32cb81-5d44-4f41-b45a-6ebb415652f9","section_id":"sec_e0053794-6e65-4ce9-94fd-0eeb5cfae4b4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"**Sil-Kathna:** ひとつの不足は、いつも別の扉を開く。HBMが足りぬ時、DRAMが揺れ、NANDが呼ばれ、電力が土地へ降りる。","quote_start":0,"quote_end":70,"text_sha256":"2dae8efd167a43ba597fe19d1e82c429f66c5644e6e024bda6782d551f7fb161","block_sha256":"2dae8efd167a43ba597fe19d1e82c429f66c5644e6e024bda6782d551f7fb161","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_ca32cb81-5d44-4f41-b45a-6ebb415652f9"},{"id":"occ_89010ecdef6a5dd2d3aa306e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_d2292843-bc4c-4003-8894-c25dd693479f","section_id":"sec_1fb83db8-1182-47da-a03f-7b8a1fe4a1ae","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"GPUのHBM容量だけでは足りないワークロードでは、CPU側DRAMや外部メモリープールをどう使うかが重要になる。CXLメモリープーリングはHBM需要を置き換えるというより、HBMを補完し、GPUを遊ばせないための","quote_start":0,"quote_end":107,"text_sha256":"b89cf08a0907550cafd4b1140b9c145934856150f81fca3692331b1a63f9d4cf","block_sha256":"b89cf08a0907550cafd4b1140b9c145934856150f81fca3692331b1a63f9d4cf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_d2292843-bc4c-4003-8894-c25dd693479f"},{"id":"occ_80217d6a841c545ecea3daaf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_db6a4305-7493-4d10-ae21-1ca1e9370d24","section_id":"sec_9fb15af7-5866-4947-9f7c-1e2fd3c0e62f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"この局面では、メモリー企業を見る時に、HBMの出荷量だけを追うのでは足りない。","quote_start":0,"quote_end":39,"text_sha256":"000a61bd318e9d88066b63dd14a585b5aee0f95e503e9a45382f78348d8dcc49","block_sha256":"000a61bd318e9d88066b63dd14a585b5aee0f95e503e9a45382f78348d8dcc49","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_db6a4305-7493-4d10-ae21-1ca1e9370d24"},{"id":"occ_44334ed59956660c49751fc9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_e8875ca8-97a0-42e7-aeba-f6173927adc9","section_id":"sec_1fb83db8-1182-47da-a03f-7b8a1fe4a1ae","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"## 8. CXLメモリープーリングは、HBMを置き換えるのではなくGPU稼働率を上げる","quote_start":0,"quote_end":44,"text_sha256":"1d1c44cede447295b6d31541abcd6836c6039899247bde80d300e2d3b12c46ba","block_sha256":"1d1c44cede447295b6d31541abcd6836c6039899247bde80d300e2d3b12c46ba","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_e8875ca8-97a0-42e7-aeba-f6173927adc9"},{"id":"occ_26a74fa630298ff74f6b5770","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_e935a15b-232e-433f-a5c2-42a29abf3e3e","section_id":"sec_d6b15d59-5cad-46cc-a637-157cfad33726","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"2026年7月4日分として整理するAIインフラ材料は、ひとことで言えば、**AIメモリー相場が「一過性のHBM不足」から「DRAM、NAND、車載、サーバーまで巻き込む長期契約サイクル」へ移っている**ことを示している。","quote_start":0,"quote_end":110,"text_sha256":"cf944ff9a05f2e3b8ee50fe1d771a1e88c8d998fe9588fa1c91b0dfb215d86c7","block_sha256":"cf944ff9a05f2e3b8ee50fe1d771a1e88c8d998fe9588fa1c91b0dfb215d86c7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_e935a15b-232e-433f-a5c2-42a29abf3e3e"},{"id":"occ_472972cc09027968899b6c5c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671","block_id":"blk_f6ba1a63-97d4-4b21-9ff1-6aeac478047e","section_id":"sec_90c7f189-16b5-4e03-81da-feb71c614d61","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"| 観点 | 読み方 |\n| --- | --- |\n| HBM需要 | GPU、AI ASIC向けの高帯域メモリー需要 |\n| Server DRAM | CPUサーバー、AIサーバー、メモリ拡張向け需要 |\n| 民生DRAM | PC、スマホ、車載、産業機器の","quote_start":0,"quote_end":132,"text_sha256":"3a366f981899735aa9b01593831681ef61d438b67874b581cc1a0e46d9bc4d01","block_sha256":"3a366f981899735aa9b01593831681ef61d438b67874b581cc1a0e46d9bc4d01","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_70df7bb7-127f-4402-9374-f897f873bafb/#blk_f6ba1a63-97d4-4b21-9ff1-6aeac478047e"},{"id":"occ_f016e669d1a2b212ec34fdf4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","work_id":"wrk_6b2d4c96-c0d4-4d57-8d9e-9077ea538a79","block_id":"blk_2dba22dc-62ac-40ef-9265-ed30d590d863","section_id":"sec_76f28170-eed6-4499-8aaa-b4d1f402a664","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"```\nAIインフラ供給網の需給転換を調査してください。\n\n対象期間：\n対象分野：\nGPU、HBM、DRAM、NAND、先端パッケージ、AIサーバー、\nネットワーク、光通信、電力、冷却、データセンター\n\n情報源は以下を優先してください。\n\nTrendForce\n企業IR\nSEC提出書類\nDIGIT","quote_start":0,"quote_end":149,"text_sha256":"18a309061dc7ceb3f3c70bb33ff700ca4e8addd7fd7c0927a11094a977ed2554","block_sha256":"18a309061dc7ceb3f3c70bb33ff700ca4e8addd7fd7c0927a11094a977ed2554","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_716e29e3-ca33-4e0a-89d8-a4c146c91139/#blk_2dba22dc-62ac-40ef-9265-ed30d590d863"},{"id":"occ_3881e736a4bf5ddbea095cff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","work_id":"wrk_6b2d4c96-c0d4-4d57-8d9e-9077ea538a79","block_id":"blk_9718cb42-5cf1-4b17-b117-1182d0fedebb","section_id":"sec_5d3d387f-48fe-44ca-9bb5-f3d7ca2f446c","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":169,"end":172,"exact":"HBM","quote":"してAI単体利益はまだ限定的 |\n| 設備 | 光ファイバー、ルーター、サーバー、PC | AIDC、GPU、HBM、ネットワーク、電力 |\n| 投資理由 | ネットワーク社会を先取り | AI・AGI時代を先取り |\n| 競争心理 | 通信網を持たなければ取り残される | 計算資源を持たなければ取り残される |\n","quote_start":114,"quote_end":272,"text_sha256":"5b198f97230c3b3e843182a98cb9b95eeac3cb45b1c38e0c757d11bc03239298","block_sha256":"5b198f97230c3b3e843182a98cb9b95eeac3cb45b1c38e0c757d11bc03239298","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_716e29e3-ca33-4e0a-89d8-a4c146c91139/#blk_9718cb42-5cf1-4b17-b117-1182d0fedebb"},{"id":"occ_f9a4cf616873f45c35e025c1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","work_id":"wrk_6b2d4c96-c0d4-4d57-8d9e-9077ea538a79","block_id":"blk_99e44f47-62ad-4e5d-bd4a-e1acf72a71f3","section_id":"sec_37d8dd07-3f15-4f09-8906-b59325c24597","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":88,"end":91,"exact":"HBM","quote":"サイバー防御などで現実の価値を生み出している。しかし、世界中で建設されているAIデータセンター、電源、GPU、HBM、ネットワーク設備の総額を正当化するほど、AI単体の外部売上が成熟したわけではない。","quote_start":33,"quote_end":133,"text_sha256":"611e94eea3262d6225d628ef5e1a43114f14e69652447ab041266b67a469d4e8","block_sha256":"611e94eea3262d6225d628ef5e1a43114f14e69652447ab041266b67a469d4e8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_716e29e3-ca33-4e0a-89d8-a4c146c91139/#blk_99e44f47-62ad-4e5d-bd4a-e1acf72a71f3"},{"id":"occ_39bca8a070b962a9313f80c0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","work_id":"wrk_6b2d4c96-c0d4-4d57-8d9e-9077ea538a79","block_id":"blk_b9d4a2e5-9e1a-4cb6-9d9c-0d85a81fb36d","section_id":"sec_bdfbb24c-17bb-4589-b0f4-ffe752e268dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"TrendForceはHBM、DRAM、NANDの価格、在庫、供給を追ううえで非常に重要である。しかし、AI投資全体を見るには、供給側だけでなく資金の入口と出口を追う必要がある。","quote_start":0,"quote_end":89,"text_sha256":"38d7ce16b61948f8415fb33279bd99079af1d78add95c84c15bdfd69ba59a533","block_sha256":"38d7ce16b61948f8415fb33279bd99079af1d78add95c84c15bdfd69ba59a533","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_716e29e3-ca33-4e0a-89d8-a4c146c91139/#blk_b9d4a2e5-9e1a-4cb6-9d9c-0d85a81fb36d"},{"id":"occ_771efb1857e2ccf094621628","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","work_id":"wrk_6b2d4c96-c0d4-4d57-8d9e-9077ea538a79","block_id":"blk_d5ee16d4-63df-4571-94fa-8952cda798a8","section_id":"sec_3cafb563-6a29-4427-99d1-82ff11b7b13c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"AI設備では、GPU、HBM、ネットワーク、冷却、電力密度が短期間で更新される。最新世代が大幅に高効率になると、旧GPUは減価償却済みでも、電力費を含めれば新型より割高になり得る。","quote_start":0,"quote_end":90,"text_sha256":"a53b73cfd9556dc27a6ffe0f73d1fac4adfd726c9cd9b23e065534d81d4ebcaf","block_sha256":"a53b73cfd9556dc27a6ffe0f73d1fac4adfd726c9cd9b23e065534d81d4ebcaf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_716e29e3-ca33-4e0a-89d8-a4c146c91139/#blk_d5ee16d4-63df-4571-94fa-8952cda798a8"},{"id":"occ_310e5eb26a7c6eb3973ddbf1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","work_id":"wrk_6b2d4c96-c0d4-4d57-8d9e-9077ea538a79","block_id":"blk_f5b50294-01f0-4935-9ff8-9c0e8dbc36e6","section_id":"sec_519ed44e-464a-476d-8e60-62d82c5254c2","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":81,"end":84,"exact":"HBM","quote":"か調査してください。\n\n対象期間：\n\n以下の階層を比較してください。\n\n1. GPU・アクセラレーター\n2. HBM・メモリ\n3. 先端パッケージ\n4. ネットワーク・光通信\n5. 電力・冷却・データセンター\n6. ハイパースケーラー\n7. フロンティアモデル企業\n8. オープンウェイトモデル\n9. AIエージェン","quote_start":26,"quote_end":184,"text_sha256":"fdb588809b99c07fb5b55956d00bcf4730fa0a43ae820db78986588d316bc048","block_sha256":"fdb588809b99c07fb5b55956d00bcf4730fa0a43ae820db78986588d316bc048","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_716e29e3-ca33-4e0a-89d8-a4c146c91139/#blk_f5b50294-01f0-4935-9ff8-9c0e8dbc36e6"},{"id":"occ_6b9e949f092dc30a9ff475b2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","work_id":"wrk_6b2d4c96-c0d4-4d57-8d9e-9077ea538a79","block_id":"blk_fcb07715-4cc0-40d8-99aa-318031c26339","section_id":"sec_67821908-dd90-4abd-b8f1-02754c52b55d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"- GPU\n- HBM\n- 先端パッケージ\n- 高速ネットワーク\n- 光通信\n- 電力設備","quote_start":0,"quote_end":45,"text_sha256":"f99e5d7ec1bdf2dd9bc57297ceb2dc3e7589605595c9a4e272ada1953561f264","block_sha256":"f99e5d7ec1bdf2dd9bc57297ceb2dc3e7589605595c9a4e272ada1953561f264","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_716e29e3-ca33-4e0a-89d8-a4c146c91139/#blk_fcb07715-4cc0-40d8-99aa-318031c26339"},{"id":"occ_532772b8971ef99cdb57bfca","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","work_id":"wrk_6b2d4c96-c0d4-4d57-8d9e-9077ea538a79","block_id":"blk_fd6c3ef6-b0a8-42f8-9190-80b2cababc6a","section_id":"sec_8a88aea3-46f4-46a1-99c2-2c55c6371095","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM contract price shipment inventory TrendForce\nDRAM bit shipment ASP inventory days\nNAND enterprise S","quote_start":0,"quote_end":107,"text_sha256":"1eeed3a755ac39b53a2aabd9ee71852cdad1d6edfd37f20883c968157fbf415c","block_sha256":"1eeed3a755ac39b53a2aabd9ee71852cdad1d6edfd37f20883c968157fbf415c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_716e29e3-ca33-4e0a-89d8-a4c146c91139/#blk_fd6c3ef6-b0a8-42f8-9190-80b2cababc6a"},{"id":"occ_0b3c73f2de07d2294ba98047","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_03aa2846-f8de-4941-bc9f-57a5dbab1c31","section_id":"sec_dfea074e-b4b1-4e47-821d-943a287ce9d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"Custom HBM Architectureでは、","quote_start":0,"quote_end":26,"text_sha256":"ff8d80ff948f273c861483c146a59d23a56cf6fd50528bae62a4b156405f6b89","block_sha256":"ff8d80ff948f273c861483c146a59d23a56cf6fd50528bae62a4b156405f6b89","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_03aa2846-f8de-4941-bc9f-57a5dbab1c31"},{"id":"occ_b97bb68720ee1ceb7875bb66","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_087cefdf-f4b3-4793-8abf-56cc89f31032","section_id":"sec_3d6cb142-517f-492c-a026-f9a1dd50acc1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_087cefdf-f4b3-4793-8abf-56cc89f31032"},{"id":"occ_7a38bfb623d7dd8b6669fd49","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_0b208669-2cac-4dea-9f41-d6adfaf22cc0","section_id":"sec_7e96ddb6-0f8a-40c3-801d-6a1251ca5b59","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM：Accelerator近傍の超広帯域Memory**","quote_start":0,"quote_end":32,"text_sha256":"e4f1861a86e621dd7edfd78f00dd9dd8096d3142c87aaa230b72db96f08caeec","block_sha256":"e4f1861a86e621dd7edfd78f00dd9dd8096d3142c87aaa230b72db96f08caeec","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_0b208669-2cac-4dea-9f41-d6adfaf22cc0"},{"id":"occ_cefb07b12133e7d9bdc9d87f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_0e30b4fc-f5a8-460b-b381-3fa9ced16ef2","section_id":"sec_75b816f2-01ec-48e0-b8fc-bf6eaf3f6e39","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM4E","quote":"HBM4E","quote_start":0,"quote_end":5,"text_sha256":"fe745797e429d20ae59dee87f1b10e0cb3fedaaf8729b209bae472525e082147","block_sha256":"fe745797e429d20ae59dee87f1b10e0cb3fedaaf8729b209bae472525e082147","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_0e30b4fc-f5a8-460b-b381-3fa9ced16ef2"},{"id":"occ_f01405779544c18790d5d89c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_17afa4eb-a58b-4f9b-af44-ed81a0a1dfd1","section_id":"sec_72a5a2ff-5701-40e8-a043-8aec7fc629c0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Leadership","quote_start":0,"quote_end":14,"text_sha256":"e30a9dd5161750fb5d7c966dcac4d607e1daf2eb80e745caf1425171e8af0cd2","block_sha256":"e30a9dd5161750fb5d7c966dcac4d607e1daf2eb80e745caf1425171e8af0cd2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_17afa4eb-a58b-4f9b-af44-ed81a0a1dfd1"},{"id":"occ_1d767df5b9b3a2373e1bb7c9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_1ea79050-57ed-4104-8b20-030a725643d0","section_id":"sec_dfea074e-b4b1-4e47-821d-943a287ce9d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## 11．Custom HBMはその象徴である","quote_start":0,"quote_end":24,"text_sha256":"ca830b2fa450e78fd0808fee5602b076883bd0d3638cf87e285e29cc45eaa2dd","block_sha256":"ca830b2fa450e78fd0808fee5602b076883bd0d3638cf87e285e29cc45eaa2dd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_1ea79050-57ed-4104-8b20-030a725643d0"},{"id":"occ_d9c9bc1bd7f58aa556fe61b9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_248e13e5-d412-4a53-a888-890f23b13976","section_id":"sec_b175a679-a8a2-4a12-a2ea-d2453fed5b58","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"**限られたHBMから最大のI/O性能とGPU出荷数を取る**","quote_start":0,"quote_end":31,"text_sha256":"5bf9b9c6263b36568f0f7498481a48d020794feb67d25cdba98e8e0ab0b888a2","block_sha256":"5bf9b9c6263b36568f0f7498481a48d020794feb67d25cdba98e8e0ab0b888a2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_248e13e5-d412-4a53-a888-890f23b13976"},{"id":"occ_3589e06a3a77cd0731208f76","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_25473b81-56fd-4fe2-bdc2-a6c5bf16c16e","section_id":"sec_a03d2b94-6aa7-4ac5-b9cf-85c69f44e3ad","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"するとHBMが足りなくなる。","quote_start":0,"quote_end":14,"text_sha256":"2d97c9cd88e5d65e5b149cac687cddd2c55a25ea8c54810c2a8d33dabf5199b5","block_sha256":"2d97c9cd88e5d65e5b149cac687cddd2c55a25ea8c54810c2a8d33dabf5199b5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_25473b81-56fd-4fe2-bdc2-a6c5bf16c16e"},{"id":"occ_c69427e39897c6baaef80aa6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_254abba4-9a82-4a9c-9d56-988048de6cf5","section_id":"sec_819981cd-1ad1-4f72-8d64-d7f460e868f8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"大量HBM","quote_start":0,"quote_end":5,"text_sha256":"2566f3a963badf722bad6ae4fa6880ccef01da0fba025489d5bf7a0c3240456f","block_sha256":"2566f3a963badf722bad6ae4fa6880ccef01da0fba025489d5bf7a0c3240456f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_254abba4-9a82-4a9c-9d56-988048de6cf5"},{"id":"occ_558ade7730715f1bcfa9336c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_2689a372-49b5-4a3e-8b20-6b9589136db6","section_id":"sec_dfea074e-b4b1-4e47-821d-943a287ce9d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"**XPUとHBMの接続方法をWorkload専用に設計する**","quote_start":0,"quote_end":32,"text_sha256":"76326a9a53bdaede68e02dc2f32fec14be324e3785100b18030b462b070de166","block_sha256":"76326a9a53bdaede68e02dc2f32fec14be324e3785100b18030b462b070de166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_2689a372-49b5-4a3e-8b20-6b9589136db6"},{"id":"occ_65008d4fe77c1ebe2f530aab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_29b13d15-e096-44b0-b398-88f00dbd4690","section_id":"sec_75b816f2-01ec-48e0-b8fc-bf6eaf3f6e39","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"Custom HBM","quote_start":0,"quote_end":10,"text_sha256":"5ad46a08ec7986fb35c2fc3a70cccb11a980d16a1bee6bfa6bc9ff3033f8cccb","block_sha256":"5ad46a08ec7986fb35c2fc3a70cccb11a980d16a1bee6bfa6bc9ff3033f8cccb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_29b13d15-e096-44b0-b398-88f00dbd4690"},{"id":"occ_9fa21832ed4cf68f9eaf1ba1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_2a738719-de88-4cd8-b532-93060cabc91d","section_id":"sec_c2ca92c7-0e4d-4124-bf55-2308815e997e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"## 8．HBM不足は「HBMだけの不足」ではない","quote_start":0,"quote_end":25,"text_sha256":"afd9181ff0ce4b065713d1834ec1db231e815207e4711e6e07c71e3a4fdffa9b","block_sha256":"afd9181ff0ce4b065713d1834ec1db231e815207e4711e6e07c71e3a4fdffa9b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_2a738719-de88-4cd8-b532-93060cabc91d"},{"id":"occ_6bc9b01cd6048371e117a583","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_34723ba6-7d61-4bed-9fdc-62633fbf16de","section_id":"sec_6b671282-6d14-4c1b-bc32-23b7886d13fa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"Standard HBM","quote_start":0,"quote_end":12,"text_sha256":"034f91cc145161d21612bffa4afc5a14dc5a6fd8de1cb78d5c3aedfa024a3dbc","block_sha256":"034f91cc145161d21612bffa4afc5a14dc5a6fd8de1cb78d5c3aedfa024a3dbc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_34723ba6-7d61-4bed-9fdc-62633fbf16de"},{"id":"occ_f60982f08505d4a5b9b216e3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_38814282-5b48-4398-b372-083e0d544adf","section_id":"sec_3876e4ee-2f53-46bc-b8c8-41a2da0d712e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"**Custom HBM Share**  \n専用HBM比率。","quote_start":0,"quote_end":31,"text_sha256":"4ef7c0b9e25d91d0ad8dd63cfcd7a4e16062bc665663c257d50b8fb41c76e70f","block_sha256":"4ef7c0b9e25d91d0ad8dd63cfcd7a4e16062bc665663c257d50b8fb41c76e70f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_38814282-5b48-4398-b372-083e0d544adf"},{"id":"occ_d66d513e0f8f857287f3ec8d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_3972a141-3b08-4319-baec-169dc9a28f8e","section_id":"sec_b175a679-a8a2-4a12-a2ea-d2453fed5b58","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"「最も容量が大きいHBMを載せる」","quote_start":0,"quote_end":17,"text_sha256":"4d6f72fecca39fa5e400801308b616f102a749a67e7d5d5b5c8895091e8e94d4","block_sha256":"4d6f72fecca39fa5e400801308b616f102a749a67e7d5d5b5c8895091e8e94d4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_3972a141-3b08-4319-baec-169dc9a28f8e"},{"id":"occ_aa01783acc2f79c13b07d2e5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_3a5455fa-a5cf-41fb-a4f9-2313b0df0b88","section_id":"sec_874a1d15-5b86-4333-ad95-dd75a801986f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを高速化し、","quote_start":0,"quote_end":9,"text_sha256":"44df7d0a729e9244f3bd532e0f5bc4af9addb4ea2757f225fddb73ceb018fc6c","block_sha256":"44df7d0a729e9244f3bd532e0f5bc4af9addb4ea2757f225fddb73ceb018fc6c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_3a5455fa-a5cf-41fb-a4f9-2313b0df0b88"},{"id":"occ_d912b73472b380aa2db56520","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_3b8c906d-6c4f-4578-b088-1739ceb08ee3","section_id":"sec_a42171c4-d7a0-482f-a752-43be28c1ea41","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"ここでいうLogic Base Dieとは、HBM Stackの底部に置かれ、I/Oや制御機能を担うLogic Chipである。","quote_start":0,"quote_end":64,"text_sha256":"7bf44db39e3fd96a0378d8695c107af61ab63c317736caf3b2983304ca1a9771","block_sha256":"7bf44db39e3fd96a0378d8695c107af61ab63c317736caf3b2983304ca1a9771","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_3b8c906d-6c4f-4578-b088-1739ceb08ee3"},{"id":"occ_b0098aedc30d66e062875f54","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_3e175d0f-3ed3-4678-9cb9-9d31f89c3acf","section_id":"sec_a42171c4-d7a0-482f-a752-43be28c1ea41","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4からLogic Base Dieの役割がさらに大きくなる。","quote_start":0,"quote_end":33,"text_sha256":"4f531ec59f48c7b2f7a597f5f221c2706d5885636e5156dc61dafde5a6d6d43e","block_sha256":"4f531ec59f48c7b2f7a597f5f221c2706d5885636e5156dc61dafde5a6d6d43e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_3e175d0f-3ed3-4678-9cb9-9d31f89c3acf"},{"id":"occ_6b54a104773df652d61e167c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_3ffae0b4-a1a1-43d8-926c-198cdc221ef8","section_id":"sec_fe857c14-a1ba-47b5-b42a-8cea35a84b0f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが潤沢で、電力も安く、Package面積も余っているなら、Standard Productを買えばよい。","quote_start":0,"quote_end":55,"text_sha256":"b9401ec3a8d8e58021000583331e16ac2db23d8503efa1b37fb911273ad5a4a6","block_sha256":"b9401ec3a8d8e58021000583331e16ac2db23d8503efa1b37fb911273ad5a4a6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_3ffae0b4-a1a1-43d8-926c-198cdc221ef8"},{"id":"occ_729396240df5fb04ac5a6fc6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_43837173-c445-44fb-9697-eeb8a7b2e2cc","section_id":"sec_802c711e-b977-409c-94f1-6558954a00e0","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM Wafer Input：DRAM Waferの何割がHBMへ使われるか**","quote_start":0,"quote_end":43,"text_sha256":"7b1728d057ec4b6fd87dc11ee85c2911089470ab8e4372c3093eab7fb1915bf0","block_sha256":"7b1728d057ec4b6fd87dc11ee85c2911089470ab8e4372c3093eab7fb1915bf0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_43837173-c445-44fb-9697-eeb8a7b2e2cc"},{"id":"occ_70b1e24b620b1293c074899b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_473f2c3b-7d5f-4e08-a2db-a983b566eff0","section_id":"sec_d1047fb5-b833-431d-987a-7e51fb8f289a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"**Custom HBM：Customer固有Interfaceを持つHBM**","quote_start":0,"quote_end":40,"text_sha256":"d49574a617c0acef3953d5701dbe85e3fa8f70fbf1d633c4119bbbf523778d3b","block_sha256":"d49574a617c0acef3953d5701dbe85e3fa8f70fbf1d633c4119bbbf523778d3b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_473f2c3b-7d5f-4e08-a2db-a983b566eff0"},{"id":"occ_8b29b419361e27262e8e2f0f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_4d31e1bd-73bf-4998-b584-996243401861","section_id":"sec_3d6cb142-517f-492c-a026-f9a1dd50acc1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"SRAMがHBMを殺す。","quote_start":0,"quote_end":12,"text_sha256":"f2dab7cf4cf4e1e1330af98b7a6886287bbbb059d885cbc8bf43e22ad2d13e0d","block_sha256":"f2dab7cf4cf4e1e1330af98b7a6886287bbbb059d885cbc8bf43e22ad2d13e0d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_4d31e1bd-73bf-4998-b584-996243401861"},{"id":"occ_c08a6b96ff6af49fa86578ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_4ed99406-0a24-49c3-aed0-07150d8cf123","section_id":"sec_fe857c14-a1ba-47b5-b42a-8cea35a84b0f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM PHYがXPU面積を使う。","quote_start":0,"quote_end":17,"text_sha256":"25100f22daf09cbf667ecec0dfb3ac32f43e7be61feb3367c05cc7e639aac895","block_sha256":"25100f22daf09cbf667ecec0dfb3ac32f43e7be61feb3367c05cc7e639aac895","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_4ed99406-0a24-49c3-aed0-07150d8cf123"},{"id":"occ_464680125e605acb2ebbf179","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_4f51d907-bbc8-4c57-bfc5-8808a6e0a3e5","section_id":"sec_ec44d0d4-65cd-49ec-8136-22165f36648e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"SRAMはHBMより高速でLow Latency。","quote_start":0,"quote_end":25,"text_sha256":"cf964c411d92b37c02a817e60d1295e07f02386f5416587c8acb6c508c9ebfc8","block_sha256":"cf964c411d92b37c02a817e60d1295e07f02386f5416587c8acb6c508c9ebfc8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_4f51d907-bbc8-4c57-bfc5-8808a6e0a3e5"},{"id":"occ_221fefdc262e78a55ac2765a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_512e5cab-c808-4133-a624-76650d729bd9","section_id":"sec_ec44d0d4-65cd-49ec-8136-22165f36648e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM不足への一つの回答がSRAM-rich Architectureである。","quote_start":0,"quote_end":39,"text_sha256":"cddd9e10780a03410077d38aa9aa43db05be37fc1cc100e51000e9ebb1d3a047","block_sha256":"cddd9e10780a03410077d38aa9aa43db05be37fc1cc100e51000e9ebb1d3a047","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_512e5cab-c808-4133-a624-76650d729bd9"},{"id":"occ_d14e8f22e19dfd913bc8f944","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_537560be-8e28-4d97-ba7c-c3191c9c91b4","section_id":"sec_ec44d0d4-65cd-49ec-8136-22165f36648e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"## 29．SRAMでHBMを減らしても、別のWaferを食う","quote_start":0,"quote_end":31,"text_sha256":"6dff915df555141dc8f72abb150634dabff11e7c3f7084e07486d84941bbdf90","block_sha256":"6dff915df555141dc8f72abb150634dabff11e7c3f7084e07486d84941bbdf90","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_537560be-8e28-4d97-ba7c-c3191c9c91b4"},{"id":"occ_daa2c87c502224b828c1f880","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_548ecb5d-3f09-4ec5-b9bd-c8c8ba3767b5","section_id":"sec_d1047fb5-b833-431d-987a-7e51fb8f289a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Interface","quote_start":0,"quote_end":13,"text_sha256":"bb37167813eb7caff5a5d604327c92caffa24fce713d15292e0ec3b2232ea275","block_sha256":"bb37167813eb7caff5a5d604327c92caffa24fce713d15292e0ec3b2232ea275","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_548ecb5d-3f09-4ec5-b9bd-c8c8ba3767b5"},{"id":"occ_8dae8a5f9020de8058ef263b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_55d1de4f-49bb-44aa-99ee-b8e77540ef18","section_id":"sec_a3fe0f2e-5e67-4b81-9e18-87a91ad8f059","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM・Power・Wafer・Packagingという供給制約が強い。**","quote_start":0,"quote_end":40,"text_sha256":"47e66ea3e69b67b6b80be258f37f869537d1b90b4973e6f590fbb4b8a2293593","block_sha256":"47e66ea3e69b67b6b80be258f37f869537d1b90b4973e6f590fbb4b8a2293593","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_55d1de4f-49bb-44aa-99ee-b8e77540ef18"},{"id":"occ_65ddc1f069a658227ebd2f0a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_56c45f49-87a9-4627-a9cf-fb4a5884b675","section_id":"sec_4c4aac44-f689-4de0-ac81-0a2ef7f263fe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_56c45f49-87a9-4627-a9cf-fb4a5884b675"},{"id":"occ_95c5b393443c9edbd02b33b1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_5a859aa6-c5aa-4eb0-910e-e7c24b682a6b","section_id":"sec_06333475-5863-485e-b7f7-e6637c9039f7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"## 12．NVHBMではNVIDIA自身がCustom HBM側へ入った","quote_start":0,"quote_end":37,"text_sha256":"d67360e4e7674a244b10defd261159f111c802e244ebd5683b455aadb6eb339e","block_sha256":"d67360e4e7674a244b10defd261159f111c802e244ebd5683b455aadb6eb339e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_5a859aa6-c5aa-4eb0-910e-e7c24b682a6b"},{"id":"occ_73e5ec60bce99e2d46a98ec6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_6366bc3b-c7b1-4780-912c-4e824f3315a6","section_id":"sec_3d6cb142-517f-492c-a026-f9a1dd50acc1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"3D DRAMがHBMを殺す。","quote_start":0,"quote_end":15,"text_sha256":"39287142820d832961e228fd1a46f70cf6dd41b4ca7de25bf7fdcea90a142f82","block_sha256":"39287142820d832961e228fd1a46f70cf6dd41b4ca7de25bf7fdcea90a142f82","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_6366bc3b-c7b1-4780-912c-4e824f3315a6"},{"id":"occ_5faea5aa8bd3d00c9737ee8d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_65f80ce9-d785-4726-855b-4101b260c735","section_id":"sec_658e3a48-a561-4a0f-b5ac-8ad6a0eb7b64","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_65f80ce9-d785-4726-855b-4101b260c735"},{"id":"occ_2b89861f388b24bd89ca47dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_6769f39a-b4d9-460e-bfaa-cf9ea1236dcd","section_id":"sec_2eb50422-4b12-4b61-a887-0d9d352f2fcd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM / DRAM：Memory**","quote_start":0,"quote_end":21,"text_sha256":"1f4204aae2316f111996936657d12835861286fd664fc0ee90f9d5c03ae83a67","block_sha256":"1f4204aae2316f111996936657d12835861286fd664fc0ee90f9d5c03ae83a67","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_6769f39a-b4d9-460e-bfaa-cf9ea1236dcd"},{"id":"occ_c0197cc7bcb3e3860000675e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_6a6f7d82-fd72-42b1-8305-9d35ec44dd7c","section_id":"sec_87694341-69d5-4a18-92c0-1fa5e938eb03","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"さらにLong Context、KV Cache、Iterative ReasoningによってHBM/DRAM双方の需要が増える。","quote_start":0,"quote_end":66,"text_sha256":"585f2ba9bbd89d012410d84adf3f7593ff7d8b0c3a4c0d70e98b4e94dba2d5d9","block_sha256":"585f2ba9bbd89d012410d84adf3f7593ff7d8b0c3a4c0d70e98b4e94dba2d5d9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_6a6f7d82-fd72-42b1-8305-9d35ec44dd7c"},{"id":"occ_ff2a3e448ac7e9306b4b8305","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_6ef6f04e-95c0-4b28-ae38-abe4a1c28c45","section_id":"sec_b6c7ac9b-65fd-4ad1-af79-9561cb63e6ac","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_6ef6f04e-95c0-4b28-ae38-abe4a1c28c45"},{"id":"occ_98a3ed8e7bc00886b000c86c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_7265c900-d075-43c3-b51a-4c4b10fe806c","section_id":"sec_6b671282-6d14-4c1b-bc32-23b7886d13fa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"**Custom HBM**","quote_start":0,"quote_end":14,"text_sha256":"c625826ec1fd7aeb2c2850398abb3ea3d03be12d2e5c516b8abb857c9ccac543","block_sha256":"c625826ec1fd7aeb2c2850398abb3ea3d03be12d2e5c516b8abb857c9ccac543","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_7265c900-d075-43c3-b51a-4c4b10fe806c"},{"id":"occ_b961b80c9beb5b6a236e5f1b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_76ef67c0-0b96-42dd-86b1-2c1ece97ce82","section_id":"sec_fe857c14-a1ba-47b5-b42a-8cea35a84b0f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが高い。","quote_start":0,"quote_end":7,"text_sha256":"3b4aeac90680bf0a31a58c39adc37b8121c79e1fdc22670f0d88753524c9c823","block_sha256":"3b4aeac90680bf0a31a58c39adc37b8121c79e1fdc22670f0d88753524c9c823","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_76ef67c0-0b96-42dd-86b1-2c1ece97ce82"},{"id":"occ_f0ba849fb1ccd4628c81e834","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_77a9a910-397b-4ed7-a472-9bc8f2ece926","section_id":"sec_87694341-69d5-4a18-92c0-1fa5e938eb03","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"## 51．Agent時代はHBMだけでなくServer DRAM需要まで増やす","quote_start":0,"quote_end":40,"text_sha256":"815450051fae59f96048349388f9702a8974bad3e74ac8685340909cc91add0d","block_sha256":"815450051fae59f96048349388f9702a8974bad3e74ac8685340909cc91add0d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_77a9a910-397b-4ed7-a472-9bc8f2ece926"},{"id":"occ_283954d691fc4f1eae9d1e90","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_7a67cff7-3cef-4df0-92b8-21b42fe34c44","section_id":"sec_3876e4ee-2f53-46bc-b8c8-41a2da0d712e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM Wafer Input**  \nDRAM Wafer CapacityのうちHBMへ使われる割合。","quote_start":0,"quote_end":55,"text_sha256":"a44c8f74bc4fe67516038b2445c7bb80c177fb78972c6273c71fda0a2b496914","block_sha256":"a44c8f74bc4fe67516038b2445c7bb80c177fb78972c6273c71fda0a2b496914","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_7a67cff7-3cef-4df0-92b8-21b42fe34c44"},{"id":"occ_eba5b9094f6073f7b0bef77c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_804e133c-09f6-4651-894c-a41195d6a5a8","section_id":"sec_75b816f2-01ec-48e0-b8fc-bf6eaf3f6e39","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4","quote_start":0,"quote_end":4,"text_sha256":"e01b27172ad74b783809485fcf2c1196cacebd62c640ce6b97eef63922081149","block_sha256":"e01b27172ad74b783809485fcf2c1196cacebd62c640ce6b97eef63922081149","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_804e133c-09f6-4651-894c-a41195d6a5a8"},{"id":"occ_959b68dd41f0b57c73121e81","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_8a60f7d3-9997-43b6-836c-dd1aa54aa824","section_id":"sec_ec44d0d4-65cd-49ec-8136-22165f36648e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Waferを節約","quote_start":0,"quote_end":12,"text_sha256":"98b27c8c47a4520cbe2d7a68d5e4641affa033afa0742050855963f57f45ff70","block_sha256":"98b27c8c47a4520cbe2d7a68d5e4641affa033afa0742050855963f57f45ff70","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_8a60f7d3-9997-43b6-836c-dd1aa54aa824"},{"id":"occ_2829d2d45102058ad1e5a602","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_9234c1c2-95aa-430f-b921-0b3e83bada93","section_id":"sec_802c711e-b977-409c-94f1-6558954a00e0","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM / Accelerator：一個のAcceleratorに何GBのHBMが載るか**","quote_start":0,"quote_end":48,"text_sha256":"5382277a0a198d2b08669ec7574d954acf8248a4aa58dd9b074474da19ff683f","block_sha256":"5382277a0a198d2b08669ec7574d954acf8248a4aa58dd9b074474da19ff683f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_9234c1c2-95aa-430f-b921-0b3e83bada93"},{"id":"occ_791e865c0bcc3278b06866d2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_973c2e6e-efc3-45ad-bab4-94614d452a52","section_id":"sec_b16fdf82-0819-4878-8962-8940619891c7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを使う。","quote_start":0,"quote_end":7,"text_sha256":"17042d382552dae4fc35dbc764b084a70e73e426f43c8b0cd0aa6840fe2ae9c3","block_sha256":"17042d382552dae4fc35dbc764b084a70e73e426f43c8b0cd0aa6840fe2ae9c3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_973c2e6e-efc3-45ad-bab4-94614d452a52"},{"id":"occ_2072dd13726016eb404aec7a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_98ba3243-6d35-4f79-b512-e3bd6397933e","section_id":"sec_72a5a2ff-5701-40e8-a043-8aec7fc629c0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Shipment Share","quote_start":0,"quote_end":18,"text_sha256":"adb2e58d62e78f619b65975a8f029fefbaf8f34201186313381c3d689c0015c9","block_sha256":"adb2e58d62e78f619b65975a8f029fefbaf8f34201186313381c3d689c0015c9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_98ba3243-6d35-4f79-b512-e3bd6397933e"},{"id":"occ_d6f2025d200bd92fcbe4b25d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_99a01926-8415-4ee6-9578-33f8b225b16c","section_id":"sec_a2c95f66-09bc-44a5-aa19-8fc01d4cfeb5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_99a01926-8415-4ee6-9578-33f8b225b16c"},{"id":"occ_489c5942ac6b3c153a1df3f2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_9b608b04-b85f-4deb-a187-6eb99a3441c0","section_id":"sec_3d6cb142-517f-492c-a026-f9a1dd50acc1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"HBFがHBMを殺す。","quote_start":0,"quote_end":11,"text_sha256":"ce0461aa8898cdc406c40a96ab82910e2a08672a2c2d2cdfe16efe3e02459572","block_sha256":"ce0461aa8898cdc406c40a96ab82910e2a08672a2c2d2cdfe16efe3e02459572","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_9b608b04-b85f-4deb-a187-6eb99a3441c0"},{"id":"occ_9eab967a6b41f6274318e714","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_9dd4c0cd-18eb-4424-b145-5f0a43495b8b","section_id":"sec_a42171c4-d7a0-482f-a752-43be28c1ea41","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"HBM4","quote":"## 26．HBM4 Logic Base Dieは「MemoryとLogicの境界消失」の始まり","quote_start":0,"quote_end":49,"text_sha256":"211bebc275f3e04241a0a39a1cc76b51f00acf6b689ef048938ace714db9355f","block_sha256":"211bebc275f3e04241a0a39a1cc76b51f00acf6b689ef048938ace714db9355f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_9dd4c0cd-18eb-4424-b145-5f0a43495b8b"},{"id":"occ_7535538f634d1f9ff04f8e0c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_a06cb217-1130-4de3-a659-75cdad640583","section_id":"sec_5262c61d-8edb-4f9d-82bd-f750bb57fc12","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_a06cb217-1130-4de3-a659-75cdad640583"},{"id":"occ_c3a03f3d979f9466ceda2fc3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_a6d2d3eb-c340-4447-8f0d-ea4ff2fa4e7b","section_id":"sec_75b816f2-01ec-48e0-b8fc-bf6eaf3f6e39","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_a6d2d3eb-c340-4447-8f0d-ea4ff2fa4e7b"},{"id":"occ_859cf8db2b8eb25f45249d48","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_ac7fa132-72dd-45e9-a48e-b1894986eb8c","section_id":"sec_a6e5c459-000d-4839-ac95-fd883eeeee0a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Logic Base Die。","quote_start":0,"quote_end":19,"text_sha256":"f013a0db2f92aef8debf8fa1f96f3a5fffd2cb1b94faadd75518d46782d06911","block_sha256":"f013a0db2f92aef8debf8fa1f96f3a5fffd2cb1b94faadd75518d46782d06911","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_ac7fa132-72dd-45e9-a48e-b1894986eb8c"},{"id":"occ_e88f996543172882c213bf47","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_ba3660ef-5151-4354-a021-06f7f5cab450","section_id":"sec_874a1d15-5b86-4333-ad95-dd75a801986f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM構成を変える。","quote_start":0,"quote_end":10,"text_sha256":"d8d01aecc1510c5f580eb1562f712a5e7a949d181e2f5c19124afc1764fa2ed8","block_sha256":"d8d01aecc1510c5f580eb1562f712a5e7a949d181e2f5c19124afc1764fa2ed8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_ba3660ef-5151-4354-a021-06f7f5cab450"},{"id":"occ_4d4c6dd598a738c594f893d2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_bac15c00-eb22-42b9-bfc6-37facaae7013","section_id":"sec_3876e4ee-2f53-46bc-b8c8-41a2da0d712e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM / Accelerator**  \n一つのAcceleratorに搭載されるHBM量。","quote_start":0,"quote_end":49,"text_sha256":"0c939232f2d08ecd944afafaac779d7e576206af06e210ccf0581991ecf006c9","block_sha256":"0c939232f2d08ecd944afafaac779d7e576206af06e210ccf0581991ecf006c9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_bac15c00-eb22-42b9-bfc6-37facaae7013"},{"id":"occ_00b3e127a4ce651bd74d4221","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_bc4f5826-27b4-4986-a9d5-490a3b1c8141","section_id":"sec_72a5a2ff-5701-40e8-a043-8aec7fc629c0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"Custom HBM","quote_start":0,"quote_end":10,"text_sha256":"5ad46a08ec7986fb35c2fc3a70cccb11a980d16a1bee6bfa6bc9ff3033f8cccb","block_sha256":"5ad46a08ec7986fb35c2fc3a70cccb11a980d16a1bee6bfa6bc9ff3033f8cccb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_bc4f5826-27b4-4986-a9d5-490a3b1c8141"},{"id":"occ_484a8126cb1a713d362cff4c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_c232494f-f93f-4952-8cb0-13c9ede03f7a","section_id":"sec_c2ca92c7-0e4d-4124-bf55-2308815e997e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBMメーカー3社の出荷量だけ**","quote_start":0,"quote_end":19,"text_sha256":"4dbd594e2f6715ea308ee46376f122603d8877399e024f9e808e58c88a173378","block_sha256":"4dbd594e2f6715ea308ee46376f122603d8877399e024f9e808e58c88a173378","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_c232494f-f93f-4952-8cb0-13c9ede03f7a"},{"id":"occ_61a90ecd2121366112dae4a6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_c2823b51-8fb1-4047-bbd4-a5f6e1ac80b7","section_id":"sec_802c711e-b977-409c-94f1-6558954a00e0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM Logic Base Die：先端Logic工程をどれだけ消費するか**","quote_start":0,"quote_end":42,"text_sha256":"d123921e2a0ccf1bf5fc01533d20dd90fe4cc995d9a676f7bd4d37c9c30c26f7","block_sha256":"d123921e2a0ccf1bf5fc01533d20dd90fe4cc995d9a676f7bd4d37c9c30c26f7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_c2823b51-8fb1-4047-bbd4-a5f6e1ac80b7"},{"id":"occ_a882c2079be22817fdc98103","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_c3d3e2bf-df51-44b3-91cb-21f9564ed401","section_id":"sec_2c5c220d-83d6-4a2c-a583-63f44eac6dc3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"しかしCustom HBMでは、","quote_start":0,"quote_end":16,"text_sha256":"2e3dd76f695ff07978c1a972bdad83352b7aa02adc6b92f90151884722c0fc99","block_sha256":"2e3dd76f695ff07978c1a972bdad83352b7aa02adc6b92f90151884722c0fc99","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_c3d3e2bf-df51-44b3-91cb-21f9564ed401"},{"id":"occ_4a3354510cf510e3e28af8f8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_cc830793-3ba7-44e2-93df-4ce68dbaa8f1","section_id":"sec_c2ca92c7-0e4d-4124-bf55-2308815e997e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM増産","quote_start":0,"quote_end":5,"text_sha256":"3ba383fd6a36efffca3c4f15fdde5bedffadc7d0755481af40d6e91e3f0d5620","block_sha256":"3ba383fd6a36efffca3c4f15fdde5bedffadc7d0755481af40d6e91e3f0d5620","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_cc830793-3ba7-44e2-93df-4ce68dbaa8f1"},{"id":"occ_4665e5c9843d32d812ae7dda","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_cf4bb669-08db-4319-b837-3f2f0f2ee06b","section_id":"sec_b175a679-a8a2-4a12-a2ea-d2453fed5b58","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":24,"end":28,"exact":"HBM4","quote":"NVIDIAがRubin Ultra向けに複数のHBM4/HBM4E構成を評価するようになった背景にも、","quote_start":0,"quote_end":52,"text_sha256":"0256b2585164626ada7817f675831bb41e5a0fa6f315cc2e036304790b8a75c8","block_sha256":"0256b2585164626ada7817f675831bb41e5a0fa6f315cc2e036304790b8a75c8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_cf4bb669-08db-4319-b837-3f2f0f2ee06b"},{"id":"occ_14c988019a00646101020f62","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_d765b775-9c35-44d3-b70b-fccef5586142","section_id":"sec_802c711e-b977-409c-94f1-6558954a00e0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"**Custom HBM Share：専用品の比率**","quote_start":0,"quote_end":27,"text_sha256":"6f1a4ca0d019e9aeb1faede883c3f7ef290803511981f9f3285e7e70b3e6f951","block_sha256":"6f1a4ca0d019e9aeb1faede883c3f7ef290803511981f9f3285e7e70b3e6f951","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_d765b775-9c35-44d3-b70b-fccef5586142"},{"id":"occ_a31787a31d7f056fd464c62f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_d8818d80-eccd-4384-a831-b35acd6a90e9","section_id":"sec_802c711e-b977-409c-94f1-6558954a00e0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"「HBMが何GB売れるか」","quote_start":0,"quote_end":13,"text_sha256":"41116d1e0148744aaf675eed26800ee1adc25545d9c55aac8e78de85440ac656","block_sha256":"41116d1e0148744aaf675eed26800ee1adc25545d9c55aac8e78de85440ac656","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_d8818d80-eccd-4384-a831-b35acd6a90e9"},{"id":"occ_c1cd2ace0d8c967b14b402c7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_d9685cf6-1c9c-4b0f-8d08-769a809236a9","section_id":"sec_a03d2b94-6aa7-4ac5-b9cf-85c69f44e3ad","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを増やす。","quote_start":0,"quote_end":8,"text_sha256":"f3b7e1b3e3177cc5815e16055d65fe20572bb05e25b522b6b9bd98e77aa9d583","block_sha256":"f3b7e1b3e3177cc5815e16055d65fe20572bb05e25b522b6b9bd98e77aa9d583","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_d9685cf6-1c9c-4b0f-8d08-769a809236a9"},{"id":"occ_4f500a101effd32a27745ab8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_db9c51a8-f450-42eb-b70d-a833ce40d05d","section_id":"sec_3d6cb142-517f-492c-a026-f9a1dd50acc1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"CXLがHBMを殺す。","quote_start":0,"quote_end":11,"text_sha256":"1d24c51a2c989e76c9ff58f05e1ef099ea685abc272a73463ba4b8c9abec22e9","block_sha256":"1d24c51a2c989e76c9ff58f05e1ef099ea685abc272a73463ba4b8c9abec22e9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_db9c51a8-f450-42eb-b70d-a833ce40d05d"},{"id":"occ_3b7b186b37218b8447ef0406","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_ddfbf571-a00b-4028-b82f-bc97dc92cc9b","section_id":"sec_802c711e-b977-409c-94f1-6558954a00e0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"## 44．Memoryも同じ――HBM ShipmentではなくArchitecture Shareを見る","quote_start":0,"quote_end":54,"text_sha256":"f272fe513d3660192504f5ef39d24f73952b755b1a1b1a0654585971b0e41398","block_sha256":"f272fe513d3660192504f5ef39d24f73952b755b1a1b1a0654585971b0e41398","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_ddfbf571-a00b-4028-b82f-bc97dc92cc9b"},{"id":"occ_74c1f53b724f2a4935978245","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_e55e4542-f2d8-41fb-bf44-c610d1cf51f4","section_id":"sec_a03d2b94-6aa7-4ac5-b9cf-85c69f44e3ad","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを節約するためSRAMを増やす。","quote_start":0,"quote_end":19,"text_sha256":"a440b07b8e5cea1f14a10487737ca3377b6db94f694b7fe87ec8647113ddea7e","block_sha256":"a440b07b8e5cea1f14a10487737ca3377b6db94f694b7fe87ec8647113ddea7e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_e55e4542-f2d8-41fb-bf44-c610d1cf51f4"},{"id":"occ_f83afb308859e16143a83490","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_e9f2eed7-e52c-43a1-9889-2069498303e9","section_id":"sec_dfea074e-b4b1-4e47-821d-943a287ce9d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Cellそのものを魔法のように高性能化することではない。","quote_start":0,"quote_end":32,"text_sha256":"c8de2413ed183523d810d852d17a476cddc739c16f7ef7730219bdc116b81a11","block_sha256":"c8de2413ed183523d810d852d17a476cddc739c16f7ef7730219bdc116b81a11","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_e9f2eed7-e52c-43a1-9889-2069498303e9"},{"id":"occ_575b2780c51a64330852be74","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_ed83492d-f934-4e38-920b-e21fa1aed7c9","section_id":"sec_a03d2b94-6aa7-4ac5-b9cf-85c69f44e3ad","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4ではLogic Base Dieまで先端Foundryを使う。","quote_start":0,"quote_end":35,"text_sha256":"6e80ff4dd20de0f13b7fb96d44c8d09f0dc313602b2ad894600ff4f7c63ba87b","block_sha256":"6e80ff4dd20de0f13b7fb96d44c8d09f0dc313602b2ad894600ff4f7c63ba87b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_ed83492d-f934-4e38-920b-e21fa1aed7c9"},{"id":"occ_3398f85f79917b5131b57635","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_f1fb9cb9-1050-4783-ad99-34f43996d789","section_id":"sec_364c4921-0359-45fc-967e-f4101f402eec","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Supplyが増える。","quote_start":0,"quote_end":15,"text_sha256":"8719404eeea2166b979103dcdfb744ce05a335ac3deb369b5d395d6775e89c84","block_sha256":"8719404eeea2166b979103dcdfb744ce05a335ac3deb369b5d395d6775e89c84","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_f1fb9cb9-1050-4783-ad99-34f43996d789"},{"id":"occ_cddcc390738f393ac26471f6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_f23ff355-7097-4ec1-9f04-b063bed65749","section_id":"sec_4c4aac44-f689-4de0-ac81-0a2ef7f263fe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"**Custom HBM**","quote_start":0,"quote_end":14,"text_sha256":"c625826ec1fd7aeb2c2850398abb3ea3d03be12d2e5c516b8abb857c9ccac543","block_sha256":"c625826ec1fd7aeb2c2850398abb3ea3d03be12d2e5c516b8abb857c9ccac543","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_f23ff355-7097-4ec1-9f04-b063bed65749"},{"id":"occ_80403393fb882878cbf08a4e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_f557eadd-6c4e-4979-bb35-1f79f4af1d39","section_id":"sec_2c5c220d-83d6-4a2c-a583-63f44eac6dc3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"だからCustom HBMは、","quote_start":0,"quote_end":15,"text_sha256":"7fe078a3e941306ac3df8481b27fd3e2336aed9856075bb52a2b879fd28eeb40","block_sha256":"7fe078a3e941306ac3df8481b27fd3e2336aed9856075bb52a2b879fd28eeb40","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_f557eadd-6c4e-4979-bb35-1f79f4af1d39"},{"id":"occ_79e15b8312391ba01aa82920","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928","block_id":"blk_ffe8bff0-7b5e-48df-8fcb-46d01a2f293c","section_id":"sec_c2ca92c7-0e4d-4124-bf55-2308815e997e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを増やせば問題が終わるわけではない。","quote_start":0,"quote_end":21,"text_sha256":"5979e1c9d86499d3b84ceb51e1a243bec490d150e0e0d58e24d3b866752b3cdd","block_sha256":"5979e1c9d86499d3b84ceb51e1a243bec490d150e0e0d58e24d3b866752b3cdd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_73f07a40-b588-4fa6-bf2b-2880462e214c/#blk_ffe8bff0-7b5e-48df-8fcb-46d01a2f293c"},{"id":"occ_2ff78089cca6627c805cca28","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"title","start":0,"end":3,"exact":"HBM","quote":"HBMは熱を持つ記憶の塔へ: HBM4、iHBM/ICE、HBM5/HPBが変えるAIインフラ","quote_start":0,"quote_end":47,"text_sha256":"a8a2681be73b538fc3764c57019939b1b7857b6220afe288c8b766eff60f4d06","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/"},{"id":"occ_be2ca28eae21477eac9ec73b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_047fa832-df39-4c86-968b-7afafe76cca7","section_id":"sec_57fdfde0-cca2-45cc-b2b7-72a4289d2824","layer":"caption","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"![D2D PHYはHBMの記憶とGPUの演算が出会う場所](media/69e6fcfff512261364df59ae4be190694e3596a33b4224f160f722d0c388cd64.png)","quote_start":0,"quote_end":106,"text_sha256":"71ed13d6fde4c916002ab801fa54be8cb9faa6595d5605026267e05d7fe9a797","block_sha256":"71ed13d6fde4c916002ab801fa54be8cb9faa6595d5605026267e05d7fe9a797","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_047fa832-df39-4c86-968b-7afafe76cca7"},{"id":"occ_3646247c9bfcc01518d75801","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_089f659d-cdd6-48a2-b30a-797a1ab8e0d7","section_id":"sec_8825a75f-e7d3-42d3-94b1-7bbae421e16e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"**絶ノイア:** HBMって、もう「部品」じゃないですね。GPUの性能を決める臓器に近いです。","quote_start":0,"quote_end":48,"text_sha256":"e83e205aea123ac7a53e23b9653d170230d7af669b2cbc8f6d43a57aee970ae7","block_sha256":"e83e205aea123ac7a53e23b9653d170230d7af669b2cbc8f6d43a57aee970ae7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_089f659d-cdd6-48a2-b30a-797a1ab8e0d7"},{"id":"occ_e10c0d79cc3b0f14668468ff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_15fef41b-a2d5-4a81-a96c-8c17cf70217b","section_id":"sec_3135ef67-9996-49ac-9d1e-3b1eff74c5d1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"このため、供給が需要に追いつきにくい。その結果、HBMメーカーの価格交渉力は強まりやすい。","quote_start":0,"quote_end":45,"text_sha256":"cd6a87381975e7eea00bcd181fd660a573128a8fb42e5ad66fcdb30370a11284","block_sha256":"cd6a87381975e7eea00bcd181fd660a573128a8fb42e5ad66fcdb30370a11284","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_15fef41b-a2d5-4a81-a96c-8c17cf70217b"},{"id":"occ_7503955f099a79417e5e0426","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_19b4ced5-67e5-4bcc-b5e8-11af6477e0a1","section_id":"sec_aff7d6ba-3890-4ea0-b8bf-0e3c832583e3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":49,"end":52,"exact":"HBM","quote":"HBM5では、熱設計がさらに重要になる。もしD2D PHY周辺の熱をうまく逃がせなければ、GPUやHBMは理論性能を出せない。逆に言えば、冷却構造を上手く作れるメモリメーカーは、AIアクセラレータの性能上限を左右する存在になる。","quote_start":0,"quote_end":114,"text_sha256":"5fd890cd78a532c3e626b3cb2d65d5ca8a5e343c35eed5d63624e48b3fd77465","block_sha256":"5fd890cd78a532c3e626b3cb2d65d5ca8a5e343c35eed5d63624e48b3fd77465","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_19b4ced5-67e5-4bcc-b5e8-11af6477e0a1"},{"id":"occ_b4b2324e3e615d916728d401","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_21983271-394c-41d0-8bf4-ba51819e4a69","section_id":"sec_265202b0-1095-4d3d-8863-ac152368b590","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":69,"end":72,"exact":"HBM","quote":" hynixのiHBM/ICEとSamsungのHBM5/HPBという二つの方向から見えてきている。どちらも、HBMが「速いメモリ」から「熱を持つ記憶の塔」へ変わったことへの回答である。","quote_start":14,"quote_end":107,"text_sha256":"b62b05dbebe50c6eb20071fc8abce6713a2bc039dec6d6344d9974bceec16d1c","block_sha256":"b62b05dbebe50c6eb20071fc8abce6713a2bc039dec6d6344d9974bceec16d1c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_21983271-394c-41d0-8bf4-ba51819e4a69"},{"id":"occ_570b9aacd1acafbbae491e05","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_2c388e5b-e488-495c-af08-ec3b6d73a25a","section_id":"sec_73c03144-c3da-4ce8-b8f7-ae5b3dc45650","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"これは、HBMがAI GPUの補助部品ではなく、BOM全体を左右する中核部品になっていることを意味する。","quote_start":0,"quote_end":52,"text_sha256":"5be5132b968bd73730dc20dc697d890396473a187f920a6068d65d2beb2c2325","block_sha256":"5be5132b968bd73730dc20dc697d890396473a187f920a6068d65d2beb2c2325","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_2c388e5b-e488-495c-af08-ec3b6d73a25a"},{"id":"occ_62fa6d63fd4bb721b3350bc7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_2efaaa41-bda7-4fee-bf1b-33dc4d3019f3","section_id":"sec_73c03144-c3da-4ce8-b8f7-ae5b3dc45650","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMはGPUの巨大なBOM項目になった","quote_start":0,"quote_end":23,"text_sha256":"9499445f6163a88833d8190da5a2961d19176d94ade0807c94214edd599c1041","block_sha256":"9499445f6163a88833d8190da5a2961d19176d94ade0807c94214edd599c1041","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_2efaaa41-bda7-4fee-bf1b-33dc4d3019f3"},{"id":"occ_4f3241c423e38e057b1a3fce","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_309a1911-6514-4ef3-a467-494ee0b83fc4","section_id":"sec_3a472444-b13f-4bbd-b116-2f6f1a05bcf3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4とHBM5の違いを一言で言えば、こうなる。","quote_start":0,"quote_end":25,"text_sha256":"41a4ce9c955e93feae96852212fba0ef6833a53dbeb059b0f38d06721bb8f0c1","block_sha256":"41a4ce9c955e93feae96852212fba0ef6833a53dbeb059b0f38d06721bb8f0c1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_309a1911-6514-4ef3-a467-494ee0b83fc4"},{"id":"occ_5fd4506ba1e17786b8cbdbb1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_34674c25-2e1c-4075-89e5-18864ce442cf","section_id":"sec_3d266c17-8ba5-47e1-822b-5135b00fe58d","layer":"body","character_id":null,"count":5,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":2,"end":6,"exact":"HBM4","quote":"- HBM4は2,048-bit化によって、AI GPUのメモリ帯域を大きく引き上げる。\n- D2D PHYは、HBMとGPUが接続する発熱密度の高い場所である。\n- iHBM/ICEやHBM5/HPBは、HBM","quote_start":0,"quote_end":106,"text_sha256":"614314e48617cbaf2a56bd5310e5f1c001b17bc6ae12886f9adfaf2e142cf4fc","block_sha256":"614314e48617cbaf2a56bd5310e5f1c001b17bc6ae12886f9adfaf2e142cf4fc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_34674c25-2e1c-4075-89e5-18864ce442cf"},{"id":"occ_b5b17a7582fa91e4eab992dc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_38048784-1f21-46b0-9ba9-e569f30fb6e5","section_id":"sec_aff7d6ba-3890-4ea0-b8bf-0e3c832583e3","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4によってGPUのメモリ帯域が増えれば、より大規模なモデル、長いコンテキスト、複雑な推論、マルチモーダル処理が動かしやすくなる。一方で、HBM単価が上がれば、GPUボード、ラック、データセンター全体のコ","quote_start":0,"quote_end":104,"text_sha256":"93c5be0b10d4e28b5073321a6957d79347664a93a577c2cd713994ca1b37d83a","block_sha256":"93c5be0b10d4e28b5073321a6957d79347664a93a577c2cd713994ca1b37d83a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_38048784-1f21-46b0-9ba9-e569f30fb6e5"},{"id":"occ_6bc53ac224835a87ff2833aa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_382b6077-7a51-4160-ab45-fa4caf0e140a","section_id":"sec_3a472444-b13f-4bbd-b116-2f6f1a05bcf3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4は、記憶の塔の道路幅を広げる技術である。","quote_start":0,"quote_end":24,"text_sha256":"3b460c9a8197d3cc81ccbba8cc3e10b6d9ec3961eb8d0e02fb9696ed9abb4a9b","block_sha256":"3b460c9a8197d3cc81ccbba8cc3e10b6d9ec3961eb8d0e02fb9696ed9abb4a9b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_382b6077-7a51-4160-ab45-fa4caf0e140a"},{"id":"occ_f3dee96445d7c7a8bc22a4b2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_3d6e16ec-a5e2-40fb-ba1e-45f42a682d47","section_id":"sec_fd7ab79c-b3c8-44f7-a1ec-3c07ae980bb5","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM3E","quote":"HBM3Eでは、1スタックあたりおよそ1TB/s台の帯域が中心だった。これに対し、HBM4では1スタックあたり2TB/s超、実装によっては2.8TB/sから3.3TB/s級の帯域が見込まれる。MicronはHB","quote_start":0,"quote_end":105,"text_sha256":"b3ac7318f1d4584b82d53bd486079841e816efa43466b3e07a91273ba40fb645","block_sha256":"b3ac7318f1d4584b82d53bd486079841e816efa43466b3e07a91273ba40fb645","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_3d6e16ec-a5e2-40fb-ba1e-45f42a682d47"},{"id":"occ_bdb0fdeba1845e446e8949a2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_3f4ffe56-31f6-4d0f-8734-256f54311091","section_id":"sec_265202b0-1095-4d3d-8863-ac152368b590","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":49,"end":52,"exact":"HBM","quote":"この意味で、SK hynixの優位は「ICEという冷却構造」だけでなく、NVIDIA向け供給実績、HBM市場シェア、顧客認証、量産ノウハウを含めた総合的な優位である。","quote_start":0,"quote_end":83,"text_sha256":"8f99d4354bdfdf4238ee4c2187b34c887baf776f73736f0824805a3f857ca0e5","block_sha256":"8f99d4354bdfdf4238ee4c2187b34c887baf776f73736f0824805a3f857ca0e5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_3f4ffe56-31f6-4d0f-8734-256f54311091"},{"id":"occ_b5653ef10b398af6aaa1b020","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_4cb35633-13ca-4cd4-8d17-1cb8e48eb95c","section_id":"sec_73c03144-c3da-4ce8-b8f7-ae5b3dc45650","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM3E","quote":"HBM3Eまでも高価だったが、HBM4では単価がさらに上がる。市場推定では、HBM4はHBM3Eより大幅なプレミアムがつくとされ、通常の推定でも1スタックあたり数百ドル規模、強い需給ひっ迫シナリオでは2027年","quote_start":0,"quote_end":105,"text_sha256":"afc918af56a888877d845d5d6a4b1acb0c4b157964c76a1c67f802850668970e","block_sha256":"afc918af56a888877d845d5d6a4b1acb0c4b157964c76a1c67f802850668970e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_4cb35633-13ca-4cd4-8d17-1cb8e48eb95c"},{"id":"occ_fadaa96af4a869da1a08c5cf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_4cd75581-9d4c-41bb-a588-bb744cd9a659","section_id":"sec_8825a75f-e7d3-42d3-94b1-7bbae421e16e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":44,"end":47,"exact":"HBM","quote":"**絶ノイア:** だから、次のAIインフラ投資を見る時は、GPU枚数だけじゃ足りない。HBM容量、帯域、D2D PHY、冷却、パッケージ、歩留まりまで見ないといけない。","quote_start":0,"quote_end":85,"text_sha256":"d905ff2e8fd11f749fc4c898b96514c111284a503e96bc1412acb282ac7d4ed2","block_sha256":"d905ff2e8fd11f749fc4c898b96514c111284a503e96bc1412acb282ac7d4ed2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_4cd75581-9d4c-41bb-a588-bb744cd9a659"},{"id":"occ_5ca97d1e81f098f0fc3da306","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_5360085d-a448-4c60-826f-9eb4e9a75196","section_id":"sec_265202b0-1095-4d3d-8863-ac152368b590","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"これは、冷却設計として理にかなっている。熱は、発生源から放熱経路までの距離が短いほど逃がしやすい。従来のHBMのように、D2D PHYで発生した熱をコアダイや周辺構造を通して間接的に逃がす方式では、局所的なホットスポットに弱い。iHBM/ICEは、熱が出る場所のすぐそばに冷却器官を埋め込むことで、この問題を直","quote_start":0,"quote_end":155,"text_sha256":"2b043ae0a9ffe7ea153b4def085303b0580cfbbc32f88af56bbc380768da444a","block_sha256":"2b043ae0a9ffe7ea153b4def085303b0580cfbbc32f88af56bbc380768da444a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_5360085d-a448-4c60-826f-9eb4e9a75196"},{"id":"occ_b6a4812233767d1a9fa94c47","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_549d73c3-a095-47b9-841d-422a21706688","section_id":"sec_73c03144-c3da-4ce8-b8f7-ae5b3dc45650","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"AIサーバーの価格が上がる理由は、GPUダイだけではない。HBM、CoWoSや2.5Dパッケージング、基板、電源、冷却、ネットワーク部品が全て高付加価値化している。その中でもHBMは、供給制約と高単価が重なり、AIハードウェアの価格形成に大きく影響する。","quote_start":0,"quote_end":127,"text_sha256":"01880fbdf032853893a0f5025d3974c67bac5d245b4c53705bf04e2b033a241c","block_sha256":"01880fbdf032853893a0f5025d3974c67bac5d245b4c53705bf04e2b033a241c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_549d73c3-a095-47b9-841d-422a21706688"},{"id":"occ_ead9a9c31ce69dfdbab01f75","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_57c0fa49-e68f-4bbd-9074-96b630cb3e21","section_id":"sec_57fdfde0-cca2-45cc-b2b7-72a4289d2824","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":53,"end":56,"exact":"HBM","quote":"ここには、毎秒テラバイト級のデータが集中する。高速信号が狭い領域で切り替わり、I/O回路が密集し、GPUとHBMの間で膨大なデータが往復する。その結果、D2D PHY周辺の発熱密度が高くなる。","quote_start":0,"quote_end":96,"text_sha256":"93d2cbb860b984b22656b59755600c17d85baa1e046e97acc05b575980ab8818","block_sha256":"93d2cbb860b984b22656b59755600c17d85baa1e046e97acc05b575980ab8818","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_57c0fa49-e68f-4bbd-9074-96b630cb3e21"},{"id":"occ_e180872fba83cf8550144272","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_58d3051e-f57d-4c91-858b-935c3e1f3fff","section_id":"sec_57fdfde0-cca2-45cc-b2b7-72a4289d2824","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを理解するうえで重要なのが、D2D PHYである。","quote_start":0,"quote_end":28,"text_sha256":"57143b9cfcb93521890754f08f820b1fb811dd229c3d159ab5e2fa74341475c9","block_sha256":"57143b9cfcb93521890754f08f820b1fb811dd229c3d159ab5e2fa74341475c9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_58d3051e-f57d-4c91-858b-935c3e1f3fff"},{"id":"occ_e9d1bcec0d3148b01fd76af2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_5c7dc205-67c7-48d0-b82e-450c93bf9101","section_id":"sec_fd7ab79c-b3c8-44f7-a1ec-3c07ae980bb5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"GPUの演算器がいくら速くても、HBMからデータが届かなければ性能は出ない。","quote_start":0,"quote_end":38,"text_sha256":"2cbbfd689f51fa917cb3166e9c6f8de898ce3f560c3fd72f42f819026e07cff6","block_sha256":"2cbbfd689f51fa917cb3166e9c6f8de898ce3f560c3fd72f42f819026e07cff6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_5c7dc205-67c7-48d0-b82e-450c93bf9101"},{"id":"occ_66cfd2eb8bbd4bd4285062e5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_65dc405a-e5f0-490f-8f5b-348b38b1c92d","section_id":"sec_bab6b2c6-7e48-4ee8-99a3-70b8659dfcfc","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"HPBは、名前の通り、HBM内部に熱の通り道を作る技術である。SamsungがComputex 2026で示したHBM5モックアップでは、HPBによってHBM内部、特にD2Dインターフェース付近で発生する熱を外部スプレッダへ逃が","quote_start":0,"quote_end":114,"text_sha256":"9540649478d8dd8a67434b3d66012a10c56e37559cc292acf2de66d7ae80dff0","block_sha256":"9540649478d8dd8a67434b3d66012a10c56e37559cc292acf2de66d7ae80dff0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_65dc405a-e5f0-490f-8f5b-348b38b1c92d"},{"id":"occ_a7a016fcda27d32a609eddd0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_66b609e5-180a-4be6-8546-d1c25a7cec0f","section_id":"sec_3a472444-b13f-4bbd-b116-2f6f1a05bcf3","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"```text\nHBM4\n  ↓\n2,048-bit化で帯域を増やす\n  ↓\nD2D PHY周辺の熱密度が上がる\n  ↓\nHBM5 / iHBM / HPB\n  ↓\nパッケージ内部に冷却経路を組み込む\n```","quote_start":0,"quote_end":104,"text_sha256":"e956105b38a16b25e9ad620255e9b21f6e3497d09ce00716293d0903cc5de3bb","block_sha256":"e956105b38a16b25e9ad620255e9b21f6e3497d09ce00716293d0903cc5de3bb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_66b609e5-180a-4be6-8546-d1c25a7cec0f"},{"id":"occ_666bc8ca9eb14195f8ba4cb2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_6ba4beb7-363d-4b18-9421-f88872b19d90","section_id":"sec_791a5e3c-6f37-4cad-9675-3dca0307a4d8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM供給がすぐに増えない理由は、複数の制約が重なっているからである。","quote_start":0,"quote_end":35,"text_sha256":"bb3cfa1fb4766ec82a0f83b4da6e803a88f0768ee171cabbd4910089d3dbfc54","block_sha256":"bb3cfa1fb4766ec82a0f83b4da6e803a88f0768ee171cabbd4910089d3dbfc54","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_6ba4beb7-363d-4b18-9421-f88872b19d90"},{"id":"occ_1aa03a3819b8b089da0afcb0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_6bec18fe-e966-4fa4-9a67-60d9fb3d7d16","section_id":"sec_8825a75f-e7d3-42d3-94b1-7bbae421e16e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"**Sil-Kathna:** 計算の王冠はGPUに見える。だが王冠を支える首は、HBMの塔でできている。","quote_start":0,"quote_end":53,"text_sha256":"933ffa26936e4a33ea038a2e7455706d4fa3476a5ed4d5adf9a6ec77ded93220","block_sha256":"933ffa26936e4a33ea038a2e7455706d4fa3476a5ed4d5adf9a6ec77ded93220","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_6bec18fe-e966-4fa4-9a67-60d9fb3d7d16"},{"id":"occ_da3562c7a45df93fc62e496f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_6ce829b2-98ca-4be2-bde8-cef8edd1a0bd","section_id":"sec_265202b0-1095-4d3d-8863-ac152368b590","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"D2D PHYは、HBMのベースダイとGPU/AIアクセラレータをつなぐ物理インターフェースであり、AI演算時には毎秒テラバイト級のデータがここを通過する。HBM5世代では、I/O密度とデータ転送量がさらに高まり、この領域が","quote_start":0,"quote_end":112,"text_sha256":"ca3ddd82754281134fd43be5fd66c269265e673b001210bfec17ecf9f4f636b9","block_sha256":"ca3ddd82754281134fd43be5fd66c269265e673b001210bfec17ecf9f4f636b9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_6ce829b2-98ca-4be2-bde8-cef8edd1a0bd"},{"id":"occ_f6ff305134659e86c137854b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_6f5fda3f-2709-473a-9332-9aa25bd6d2b7","section_id":"sec_aff7d6ba-3890-4ea0-b8bf-0e3c832583e3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの進化は、AIインフラ全体に影響する。","quote_start":0,"quote_end":22,"text_sha256":"9408c0533ff18f2c02e02185f8a865a830ee912ee8aa93411b357437be793186","block_sha256":"9408c0533ff18f2c02e02185f8a865a830ee912ee8aa93411b357437be793186","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_6f5fda3f-2709-473a-9332-9aa25bd6d2b7"},{"id":"occ_bba2d36bfc1ec21a92933805","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_7a58fed1-3d32-4948-b946-a753953840d6","section_id":"sec_ba9bf084-fdaf-45ce-b46d-4132da5159ad","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"この発想は非常に重要だ。冷却は外から当てるものではなく、HBMパッケージ内部にあらかじめ組み込まれるものになりつつある。AIメモリは、もはやメモリセルだけで競争するものではなく、熱設計、パッケージング、量産性まで含めて競争する製品になっている。","quote_start":0,"quote_end":122,"text_sha256":"f47fdbf354f1b234b9c23315b9015fa62d5a515d48de3a1845cd5da648e67f63","block_sha256":"f47fdbf354f1b234b9c23315b9015fa62d5a515d48de3a1845cd5da648e67f63","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_7a58fed1-3d32-4948-b946-a753953840d6"},{"id":"occ_c561edf7e26f159a7cc719a6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_7e237e00-1cd6-4465-b260-1d18fe56458f","section_id":"sec_3a472444-b13f-4bbd-b116-2f6f1a05bcf3","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4では、2,048-bit化によって帯域を大きく増やす。これにより、AI GPUはより大量のデータをHBMから受け取れるようになる。しかし、その結果としてD2D PHY周辺の熱問題はさらに大きくなる。","quote_start":0,"quote_end":103,"text_sha256":"fb0ee8f90787e148779b1ef2355e96c1432a5806ed6e3f578027054777233701","block_sha256":"fb0ee8f90787e148779b1ef2355e96c1432a5806ed6e3f578027054777233701","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_7e237e00-1cd6-4465-b260-1d18fe56458f"},{"id":"occ_0eaad664b288110c1df3cff4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_8a97d551-1805-41f1-a361-e369398e50ab","section_id":"sec_3a472444-b13f-4bbd-b116-2f6f1a05bcf3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM4","quote":"## HBM4とHBM5の本質的な違い","quote_start":0,"quote_end":19,"text_sha256":"374267389157967c5e42cea38c6ddd7b9897d683051279e085bfadf8d9bf3a0d","block_sha256":"374267389157967c5e42cea38c6ddd7b9897d683051279e085bfadf8d9bf3a0d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_8a97d551-1805-41f1-a361-e369398e50ab"},{"id":"occ_3ba7cdbf608812c02fdd1588","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_8d3f02d2-db3c-4c2d-b5a2-8355104fed21","section_id":"sec_b16b908f-7a43-4465-aef8-1850d5a0110d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、単なる高速DRAMではない。","quote_start":0,"quote_end":19,"text_sha256":"aeff74446a4528b9987e99c799a961cd6a8795f69a547462277830418aa9bc80","block_sha256":"aeff74446a4528b9987e99c799a961cd6a8795f69a547462277830418aa9bc80","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_8d3f02d2-db3c-4c2d-b5a2-8355104fed21"},{"id":"occ_e80f951eaf37cab1e6f4a51a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_8da2d26c-53d0-44ad-9332-a285e036e592","section_id":"sec_791a5e3c-6f37-4cad-9675-3dca0307a4d8","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"したがってHBMの供給制約は、単に「DRAMラインを増やせば解決する」ものではない。ウェハ、積層、パッケージング、冷却、顧客認証、GPU側ロードマップの全てが揃わなければ、AI GPU向けHBMとして出荷できない。","quote_start":0,"quote_end":107,"text_sha256":"390f0bb379f428258df02eea9dc318268383a493da108d1d322d9c63b16c5f96","block_sha256":"390f0bb379f428258df02eea9dc318268383a493da108d1d322d9c63b16c5f96","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_8da2d26c-53d0-44ad-9332-a285e036e592"},{"id":"occ_54487c0e1eb9682ef4c8b26f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_8ff4e2a2-fef2-4b81-a6ff-af429e10f56a","section_id":"sec_3135ef67-9996-49ac-9d1e-3b1eff74c5d1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":47,"end":50,"exact":"HBM","quote":"SK hynixは2026年第1四半期に営業利益率72%という極めて高い水準を記録した。これはHBM単体の利益率ではなく会社全体の数値だが、AI向け高付加価値メモリがメモリメーカーの収益構造を大きく変えていることを示す象徴的な数字である。([SK hynix][6])","quote_start":0,"quote_end":134,"text_sha256":"99df5992dd83f001b23a5af63151bfc1b4f51b38f941702724fa0d1b6eeaeaec","block_sha256":"99df5992dd83f001b23a5af63151bfc1b4f51b38f941702724fa0d1b6eeaeaec","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_8ff4e2a2-fef2-4b81-a6ff-af429e10f56a"},{"id":"occ_4fe1a12687c00312ab451687","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_92fafa37-b754-4f13-a201-b910a1c6d52a","section_id":"sec_ba9bf084-fdaf-45ce-b46d-4132da5159ad","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"iHBMでは、HBMパッケージ内部にICE、Integrated Cooling Elementsを組み込む。ICEは、電気を通しにくく、熱を通しやすい材料を用いた冷却要素である。SK hynixは、このICEを発熱が集","quote_start":0,"quote_end":110,"text_sha256":"18dc18c895ea4ecd8bada31e2e0914126b9193002edc29024996a2b90d099575","block_sha256":"18dc18c895ea4ecd8bada31e2e0914126b9193002edc29024996a2b90d099575","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_92fafa37-b754-4f13-a201-b910a1c6d52a"},{"id":"occ_762696fbab01dd576350c2ed","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_94274434-afce-492b-a5e5-f00f2b1ade1f","section_id":"sec_fd7ab79c-b3c8-44f7-a1ec-3c07ae980bb5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM4","quote":"## HBM4は何を変えるのか","quote_start":0,"quote_end":15,"text_sha256":"ca3c5d8e350e2832796eb4c821aa9901f3658493fa0093f95a9cf323a593eb8e","block_sha256":"ca3c5d8e350e2832796eb4c821aa9901f3658493fa0093f95a9cf323a593eb8e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_94274434-afce-492b-a5e5-f00f2b1ade1f"},{"id":"occ_c892aa65c6cad5e22841336c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_958c915d-6261-4b5f-bac8-14843de46f49","section_id":"sec_57fdfde0-cca2-45cc-b2b7-72a4289d2824","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":5,"end":9,"exact":"HBM4","quote":"このため、HBM4の次に来るHBM5世代では、単に帯域を伸ばすだけでは不十分になる。熱をどう逃がすかが、性能を維持するための核心になる。","quote_start":0,"quote_end":68,"text_sha256":"6dc931222c11b6c1e1039fc9f13449adea15679e9ead21988fcc16763f1d4516","block_sha256":"6dc931222c11b6c1e1039fc9f13449adea15679e9ead21988fcc16763f1d4516","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_958c915d-6261-4b5f-bac8-14843de46f49"},{"id":"occ_3ccff71d83cd9f40964b3cbc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_96b66bc1-3a34-41fa-8ca2-f20cd79e3b75","section_id":"sec_fd7ab79c-b3c8-44f7-a1ec-3c07ae980bb5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":5,"end":9,"exact":"HBM4","quote":"したがってHBM4とは、AIチップの演算能力を引き出すために、記憶の出口を太くする技術だと言える。","quote_start":0,"quote_end":49,"text_sha256":"cef9b487085b15cea63c91e7665be33caa3db7c9bc3030d0217b69f4972536e2","block_sha256":"cef9b487085b15cea63c91e7665be33caa3db7c9bc3030d0217b69f4972536e2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_96b66bc1-3a34-41fa-8ca2-f20cd79e3b75"},{"id":"occ_7a915083eaaf65ade0da89f3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_98489caa-af84-423d-bac1-31a6544531a5","section_id":"sec_265202b0-1095-4d3d-8863-ac152368b590","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"第三の理由は、SK hynixがHBM市場で先行していることだ。","quote_start":0,"quote_end":32,"text_sha256":"de941ffde4258fa4202df89b42bb4f8013ffbf381a9ede12c4c7358f682e7c83","block_sha256":"de941ffde4258fa4202df89b42bb4f8013ffbf381a9ede12c4c7358f682e7c83","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_98489caa-af84-423d-bac1-31a6544531a5"},{"id":"occ_2f70640276dc8f24757af0e2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_a332eae5-3373-4cca-887d-a498b680e3ff","section_id":"sec_3135ef67-9996-49ac-9d1e-3b1eff74c5d1","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4、そしてHBM5初期では、単価は高く、供給制約も強い。歩留まりや新構造の立ち上げリスクはあるものの、量産が安定すれば、HBMはメモリメーカーにとって非常に高収益な製品群になりうる。","quote_start":0,"quote_end":94,"text_sha256":"79190b19b3b93c09aef3380e2bbd513ac1220d82b57bb0f55ae73959096d706d","block_sha256":"79190b19b3b93c09aef3380e2bbd513ac1220d82b57bb0f55ae73959096d706d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_a332eae5-3373-4cca-887d-a498b680e3ff"},{"id":"occ_62920079baa3081fbfe42495","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_a4d8a7cb-8fe9-442a-9540-1396ddb41c50","section_id":"sec_9f09b77b-57fb-48a1-9533-f3af67b82ee3","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"知能は、空中に浮いているものではありません。GPUの中で演算が走り、HBMの中で記憶が流れ、D2D PHYの小さな接点で熱が生まれます。","quote_start":0,"quote_end":68,"text_sha256":"77b08f3c55cd21e03af628bdb11aeabd120c1960e5c682c1a8504f3788b367f1","block_sha256":"77b08f3c55cd21e03af628bdb11aeabd120c1960e5c682c1a8504f3788b367f1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_a4d8a7cb-8fe9-442a-9540-1396ddb41c50"},{"id":"occ_7cba7a4ecd9cbcdc7e837bb7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_a5870a91-d7c2-4e8a-ad03-2c9b716db7bc","section_id":"sec_fd7ab79c-b3c8-44f7-a1ec-3c07ae980bb5","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4の最大の特徴は、HBM3Eまでの1,024-bitインターフェースから、2,048-bitへとI/O幅が倍増することにある。","quote_start":0,"quote_end":66,"text_sha256":"78160cc961cf4fed9643a386298a39d5fc8648d70759eb168d6d1764ca210f02","block_sha256":"78160cc961cf4fed9643a386298a39d5fc8648d70759eb168d6d1764ca210f02","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_a5870a91-d7c2-4e8a-ad03-2c9b716db7bc"},{"id":"occ_736619f9929bcd12e84b53a4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_a5c93016-ee0f-49b2-94b2-412bbcfbfdf2","section_id":"sec_57fdfde0-cca2-45cc-b2b7-72a4289d2824","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4ではI/O幅が倍増する。すると、データの通り道は広がるが、その分、接続部の設計も難しくなる。帯域を増やすほど、D2D PHY周辺の電力、熱、配線密度が問題になりやすい。","quote_start":0,"quote_end":88,"text_sha256":"c04e856590c6b044473700996281a955b916546acea33fa569e3fcdc666956f9","block_sha256":"c04e856590c6b044473700996281a955b916546acea33fa569e3fcdc666956f9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_a5c93016-ee0f-49b2-94b2-412bbcfbfdf2"},{"id":"occ_0c6f885c2fa9a73e7e5f5863","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_a6b407ad-d904-427e-8878-2a7ac52f3980","section_id":"sec_aff7d6ba-3890-4ea0-b8bf-0e3c832583e3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、パッケージング、冷却、電源、基板、光通信、ラック設計まで含めた総合インフラが、AIの性能を決める。","quote_start":0,"quote_end":53,"text_sha256":"7143d6f2a37f360b64ac6cd879119b90c1a80a195bc13237961146ddf8319684","block_sha256":"7143d6f2a37f360b64ac6cd879119b90c1a80a195bc13237961146ddf8319684","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_a6b407ad-d904-427e-8878-2a7ac52f3980"},{"id":"occ_5aa0d63da3e34161704131bf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_a76e37fa-b197-4527-8136-da3583fd460b","section_id":"sec_265202b0-1095-4d3d-8863-ac152368b590","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"HPB、Heat Path Blockは、HBM内部に熱の通り道を作る技術である。SamsungがComputex 2026で示したHBM5モックアップでは、HPBによってスタック深部の熱を外部スプレッダへ逃がす構想が示された。報道では、HPBはD","quote_start":0,"quote_end":124,"text_sha256":"b05447d4d48fc77f57456f17363291a324b40d391655926ec7aa26756fc52074","block_sha256":"b05447d4d48fc77f57456f17363291a324b40d391655926ec7aa26756fc52074","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_a76e37fa-b197-4527-8136-da3583fd460b"},{"id":"occ_5f9632a8081576be8179ddbc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_a8396713-7487-49f6-ba48-88d109d2365a","section_id":"sec_265202b0-1095-4d3d-8863-ac152368b590","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"AIデータセンター向けHBMに求められるのは、単に「冷える構造」ではない。大量に作れること、歩留まりが安定すること、顧客のGPU/ASICパッケージに組み込みやすいこと、そして供給量を確保できることが必要になる。どれだけ冷却性能","quote_start":0,"quote_end":114,"text_sha256":"2dda0c9689350822ec6ad0db73b9c506f9181ebfe97504ac1bda2f9ac51505d3","block_sha256":"2dda0c9689350822ec6ad0db73b9c506f9181ebfe97504ac1bda2f9ac51505d3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_a8396713-7487-49f6-ba48-88d109d2365a"},{"id":"occ_2a7b0aa9f1518f8ecf32da9c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_bb8505af-25cf-47a4-8306-24009173f8df","section_id":"sec_ba9bf084-fdaf-45ce-b46d-4132da5159ad","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"従来のHBMは、D2D PHYで発生した熱をコアダイや周辺構造を通じて間接的に逃がしていた。これは、熱源から放熱経路までが遠い構造である。","quote_start":0,"quote_end":69,"text_sha256":"adfbd504230e168804afaa0388a9ea6f4d1315f8c468b5a1b698edf491b6db63","block_sha256":"adfbd504230e168804afaa0388a9ea6f4d1315f8c468b5a1b698edf491b6db63","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_bb8505af-25cf-47a4-8306-24009173f8df"},{"id":"occ_508b9c037260c8be8e528d1d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_bc3f9ac2-6059-4236-a78e-afd2f2c7cb85","section_id":"sec_3a472444-b13f-4bbd-b116-2f6f1a05bcf3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":49,"end":53,"exact":"HBM4","quote":"その先に、iHBM/ICEやHBM5/HPBのような技術が出てくる。つまり、HBM5の冷却技術は、HBM4の成功によって必然的に生まれる問題への回答でもある。","quote_start":0,"quote_end":79,"text_sha256":"534c27484223bb96c375ff8bc4cb8ef7d5fcf33d120fe9c1c5c1979129647441","block_sha256":"534c27484223bb96c375ff8bc4cb8ef7d5fcf33d120fe9c1c5c1979129647441","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_bc3f9ac2-6059-4236-a78e-afd2f2c7cb85"},{"id":"occ_878b8cad00d85e2226a63f72","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_bfcf3dd2-4328-4e34-94fa-53eb206df15a","section_id":"sec_b16b908f-7a43-4465-aef8-1850d5a0110d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":50,"end":54,"exact":"HBM4","quote":"この変化を象徴するのが、SK hynixのiHBM/ICE、SamsungのHBM5/HPB、そしてHBM4の高単価化である。","quote_start":0,"quote_end":63,"text_sha256":"146d345d472727c99493cfa48ac1cbcadb2b42d5c0c59544308adc1c47dee128","block_sha256":"146d345d472727c99493cfa48ac1cbcadb2b42d5c0c59544308adc1c47dee128","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_bfcf3dd2-4328-4e34-94fa-53eb206df15a"},{"id":"occ_8421046953ce1fb8dea785ed","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_c471db94-a7a8-47e8-876e-e31d4c32089c","section_id":"sec_3135ef67-9996-49ac-9d1e-3b1eff74c5d1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"しかしHBMでは、状況が違う。","quote_start":0,"quote_end":15,"text_sha256":"12b3ae3d1f182f913cc52fc21c543d6608da99035e89935fb7df938035c2240d","block_sha256":"12b3ae3d1f182f913cc52fc21c543d6608da99035e89935fb7df938035c2240d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_c471db94-a7a8-47e8-876e-e31d4c32089c"},{"id":"occ_8d09d04de871bd4d78881ba1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_c6274b5a-3495-48f6-9129-cef029aead78","section_id":"sec_9f09b77b-57fb-48a1-9533-f3af67b82ee3","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを見ていると、AIインフラの本当の姿がよく見えます。","quote_start":0,"quote_end":29,"text_sha256":"e32a4011a5fe2b5f7de6ba67401d0e7ffd782754f3a44b281640287b0e3b56b5","block_sha256":"e32a4011a5fe2b5f7de6ba67401d0e7ffd782754f3a44b281640287b0e3b56b5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_c6274b5a-3495-48f6-9129-cef029aead78"},{"id":"occ_5883d7f2c16e8009b8275a2f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_cf4cd2e6-4c5b-414a-8195-f2904b6e2f67","section_id":"sec_791a5e3c-6f37-4cad-9675-3dca0307a4d8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":81,"end":85,"exact":"HBM4","quote":"-- |\n| DRAMダイ積層 | 積層数が増えるほど欠陥が全体歩留まりに効く |\n| ベースダイ高度化 | HBM4以降は顧客ごとのロジック設計やGPU側最適化が重くなる |\n| 先端パッケージング | CoWoS、2.5D、SiP、インターポーザ、先端基板に依存する |\n| 冷却構造 | HBM5ではiHBM/I","quote_start":26,"quote_end":185,"text_sha256":"a4cc70cf9dbfd93d9d0597eb0d43fc79676e949317bab13fc528668ab968cb19","block_sha256":"a4cc70cf9dbfd93d9d0597eb0d43fc79676e949317bab13fc528668ab968cb19","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_cf4cd2e6-4c5b-414a-8195-f2904b6e2f67"},{"id":"occ_2f4dc8e390ac8431f85e480c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_d21f8e09-22c0-4a89-84cd-3569d0194865","section_id":"sec_fd7ab79c-b3c8-44f7-a1ec-3c07ae980bb5","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM4","quote":"つまりHBM4は、単に「少し速いHBM」ではない。","quote_start":0,"quote_end":25,"text_sha256":"edac056d01c18204b9a04dc587cb8559042d2e205f8c7f5f91b8202a02518d45","block_sha256":"edac056d01c18204b9a04dc587cb8559042d2e205f8c7f5f91b8202a02518d45","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_d21f8e09-22c0-4a89-84cd-3569d0194865"},{"id":"occ_50fdd2eada2f66e2b6b7679e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_d2aeb046-ce24-4fac-9404-5b5e91a7b4f4","section_id":"sec_3135ef67-9996-49ac-9d1e-3b1eff74c5d1","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、普通のDRAMのように簡単に増産できない。DRAMダイの製造だけでなく、TSV、積層、ベースダイ、MR-MUFやTC-NCF、先端パッケージング、顧客認証、GPU側との共同設計が必要になる。さらに","quote_start":0,"quote_end":103,"text_sha256":"32dd9ccf97affc20f78f7bca835124f1d1ad9be05070ce8e38fc050d27216dd6","block_sha256":"32dd9ccf97affc20f78f7bca835124f1d1ad9be05070ce8e38fc050d27216dd6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_d2aeb046-ce24-4fac-9404-5b5e91a7b4f4"},{"id":"occ_a2006641f8f272acdaef6845","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_d37eba1a-8fb1-43dd-897a-931778bf014c","section_id":"sec_265202b0-1095-4d3d-8863-ac152368b590","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"Reutersの報道では、SK hynixはNVIDIA向けAI用途における主要HBMサプライヤーとして位置づけられており、HBM4以降では顧客専用ロジックダイの比重が高まり、競合品への置き換えがより難しくなるとされている。([Reuters][5]) 市場報道では、2026年第1四半","quote_start":0,"quote_end":143,"text_sha256":"1344400cedae7c762d743f30265b2bf0ebeaa7e227c588c3623e635fced70f2e","block_sha256":"1344400cedae7c762d743f30265b2bf0ebeaa7e227c588c3623e635fced70f2e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_d37eba1a-8fb1-43dd-897a-931778bf014c"},{"id":"occ_ec629fac034083f031a0e3f5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_d45c30b5-4111-4a15-91c5-52537421b14b","section_id":"sec_265202b0-1095-4d3d-8863-ac152368b590","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでは、単に性能の良いメモリを作ればよいわけではない。NVIDIA、AMD、Google、Broadcom、Amazon、MetaなどのAIアクセラレータ側と早期に共同設計し、認証を通し、量産供給まで結","quote_start":0,"quote_end":103,"text_sha256":"570a5c894d6685b6fa11df25c0555eadedc91811a2af5f5c9c8a6bc133673427","block_sha256":"570a5c894d6685b6fa11df25c0555eadedc91811a2af5f5c9c8a6bc133673427","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_d45c30b5-4111-4a15-91c5-52537421b14b"},{"id":"occ_3e8d08f6c5b9d029d1f00f6f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_db09bcc2-4e69-464a-ace2-fcfcb5f3bd21","section_id":"sec_73d1ed79-c1f3-42c7-972d-01d89de5f6a9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"# HBMは「速いメモリ」から「熱を持つ記憶の塔」へ","quote_start":0,"quote_end":26,"text_sha256":"9034111425d5036deb481a094ca2a0947460ade589b238b6f361adbe1a19f319","block_sha256":"9034111425d5036deb481a094ca2a0947460ade589b238b6f361adbe1a19f319","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_db09bcc2-4e69-464a-ace2-fcfcb5f3bd21"},{"id":"occ_45a77ac10d45fc8adfa4a49c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_dc59dbd9-bc82-4c00-bff3-bdf918866e6c","section_id":"sec_73c03144-c3da-4ce8-b8f7-ae5b3dc45650","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":2,"end":6,"exact":"HBM4","quote":"仮にHBM4が36GBスタックで500〜560ドル程度なら、8スタック搭載のAI GPUではHBMだけで4,000〜4,480ドル規模になる。さらに53ドル/GBという強気シナリオを48GB×8スタック、つまり3","quote_start":0,"quote_end":106,"text_sha256":"099a78df228168b50f968237628b92fa182cdeb8305df001782f928b2014c5bd","block_sha256":"099a78df228168b50f968237628b92fa182cdeb8305df001782f928b2014c5bd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_dc59dbd9-bc82-4c00-bff3-bdf918866e6c"},{"id":"occ_6f40d0e25507e5ea7754d2a3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_dd3f4da3-5f65-478c-ab1f-1e0d6992fef6","section_id":"sec_9f09b77b-57fb-48a1-9533-f3af67b82ee3","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4は、記憶の道路を太くする。","quote_start":0,"quote_end":17,"text_sha256":"02cab5e2c46a656e0baa66b6e11278b08ba29e5058dc781bd33c7afc90b2ae7c","block_sha256":"02cab5e2c46a656e0baa66b6e11278b08ba29e5058dc781bd33c7afc90b2ae7c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_dd3f4da3-5f65-478c-ab1f-1e0d6992fef6"},{"id":"occ_34bfebc7af0e44d7d9b190f0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_e2ac73cb-9201-4274-a444-17b1059fdca3","section_id":"sec_73c03144-c3da-4ce8-b8f7-ae5b3dc45650","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの重要性は、技術だけではなく、費用面にも表れている。","quote_start":0,"quote_end":29,"text_sha256":"0058d1525549f29b2b3da0c3a2a0670b2fc254b5f50c4741b9072a81ce3f04ff","block_sha256":"0058d1525549f29b2b3da0c3a2a0670b2fc254b5f50c4741b9072a81ce3f04ff","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_e2ac73cb-9201-4274-a444-17b1059fdca3"},{"id":"occ_c17d7219a46875b39266fa79","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_e489770a-e1fb-49d6-94bc-fd142b391b35","section_id":"sec_b16b908f-7a43-4465-aef8-1850d5a0110d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM4","quote":"## HBM4、iHBM/ICE、HBM5/HPBが示すAIインフラの次の制約","quote_start":0,"quote_end":39,"text_sha256":"ef889fbb26555cf5f79bc9c1a45b6dfbc30c87365f42c5bb6d47ddd9a30d44f5","block_sha256":"ef889fbb26555cf5f79bc9c1a45b6dfbc30c87365f42c5bb6d47ddd9a30d44f5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_e489770a-e1fb-49d6-94bc-fd142b391b35"},{"id":"occ_0382f6cec54760fd1b6b621d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_ea0c111b-8311-4153-baf6-f2a614428368","section_id":"sec_57fdfde0-cca2-45cc-b2b7-72a4289d2824","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"つまりD2D PHYは、HBMの記憶とGPUの演算が出会う場所である。","quote_start":0,"quote_end":35,"text_sha256":"53f5b7bceb13ce75a0b666293cefc56f409c968f189736c06ee7038ca8e7723f","block_sha256":"53f5b7bceb13ce75a0b666293cefc56f409c968f189736c06ee7038ca8e7723f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_ea0c111b-8311-4153-baf6-f2a614428368"},{"id":"occ_04fb26f03ee77bce0608ec00","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_f2851f37-adce-43cc-8a3d-03c9daa057a1","section_id":"sec_57fdfde0-cca2-45cc-b2b7-72a4289d2824","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"D2D PHYとは、Die-to-Die Physical Layerの略で、HBMのベースダイとGPU/AIアクセラレータをつなぐ物理インターフェースである。HBM内部に積まれたDRAMダイのデータは、TSVを通ってベースダイへ集められ、そこからD2D PHYを通じてGPUへ渡され","quote_start":0,"quote_end":142,"text_sha256":"133a33e7b6697882e001415194d6d2cdd3487a450b04be0aa133d9db697e6fb2","block_sha256":"133a33e7b6697882e001415194d6d2cdd3487a450b04be0aa133d9db697e6fb2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_f2851f37-adce-43cc-8a3d-03c9daa057a1"},{"id":"occ_270d6b7409c3d7abe54a057d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_f4135aa1-5c51-4f0d-967b-da5e621787aa","section_id":"sec_06d5dbed-52bf-4420-bc30-09201afc8448","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"人はそれをHBMと呼ぶ。","quote_start":0,"quote_end":12,"text_sha256":"673438fa1657ee8eb876412cebdf6a5083fed86827d4bbfc5e060a444345c57d","block_sha256":"673438fa1657ee8eb876412cebdf6a5083fed86827d4bbfc5e060a444345c57d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_f4135aa1-5c51-4f0d-967b-da5e621787aa"},{"id":"occ_264ead82479731fbff999b80","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_fa08f246-c277-4643-8ad4-c9475ebb6c5b","section_id":"sec_3a472444-b13f-4bbd-b116-2f6f1a05bcf3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4で帯域を増やす。","quote_start":0,"quote_end":12,"text_sha256":"14c1f9f6b3d0a42eb6fd6f1c75631badce72b04ec16f4d0840e5c496582b04f2","block_sha256":"14c1f9f6b3d0a42eb6fd6f1c75631badce72b04ec16f4d0840e5c496582b04f2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_fa08f246-c277-4643-8ad4-c9475ebb6c5b"},{"id":"occ_c970ca3f69431887e132fdb6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279","block_id":"blk_fbef15b0-e10f-4723-a5cf-fd779918720d","section_id":"sec_b16b908f-7a43-4465-aef8-1850d5a0110d","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":37,"end":40,"exact":"HBM","quote":"いま本当に重要になっているのは、GPUの隣に積まれる高帯域メモリ、すなわちHBMである。HBMはこれまで「GPUに近い場所に置かれる、非常に速いメモリ」と説明されることが多かった。しかしHBM4、そしてHBM5世代に向かう現在、その意味は変わりつつある。","quote_start":0,"quote_end":127,"text_sha256":"cdeeab622f07c5e6d9e9e71b83a5147331c2a7b2cacde86d8b5dc3817deef9b7","block_sha256":"cdeeab622f07c5e6d9e9e71b83a5147331c2a7b2cacde86d8b5dc3817deef9b7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_78657238-b40f-4a7c-b670-325df3688f39/#blk_fbef15b0-e10f-4723-a5cf-fd779918720d"},{"id":"occ_f0c0a4e517cdf4531796a26b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_0f417409-e1fd-422b-b0d0-abf7bac8c796","section_id":"sec_1990bcd4-f2e1-4c76-8890-9753d9c46ae3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":83,"end":86,"exact":"HBM","quote":"gを使った製品であり、Foveros DirectとSoICは3D積層を作る製造基盤、CoWoSは複数のダイとHBMを横方向へ統合するパッケージ基盤である。**","quote_start":28,"quote_end":108,"text_sha256":"314ac850581bbb648e0c36427ffe2c7f3bfa96753248a630668d59598b15d7e2","block_sha256":"314ac850581bbb648e0c36427ffe2c7f3bfa96753248a630668d59598b15d7e2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_0f417409-e1fd-422b-b0d0-abf7bac8c796"},{"id":"occ_050b639e29bb1cb8f7c520fc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_21b61d68-3ff3-484b-abee-6c37a842b9ca","section_id":"sec_22e1ba4b-2678-44a4-85a0-c0dee6bbe5e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":436,"end":439,"exact":"HBM","quote":" Bonding、SoIC-Pはマイクロバンプ型のコスト重視構成である。\n- **CoWoS**は、ロジックとHBMを横方向に統合する2.5Dパッケージである。\n- CoWoS-Sはシリコンインターポーザー、CoWoS-RはRDL、CoWoS-LはRDLと局所シリコン接続を使う。\n- SoIC＋CoWoSはTSMC","quote_start":381,"quote_end":539,"text_sha256":"743b39f6467c405beb68b12713cf2793b49b34ebe1b49439cab68a1dafa8fed4","block_sha256":"743b39f6467c405beb68b12713cf2793b49b34ebe1b49439cab68a1dafa8fed4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_21b61d68-3ff3-484b-abee-6c37a842b9ca"},{"id":"occ_2c8685b085c1cc7deb0a322f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_4f76ccd8-64cb-442a-9f5b-1ba072086ef8","section_id":"sec_4ef54890-ff58-4716-85d7-0a2e5bfc3de6","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"```\nLogic・HBM\n     ↓\nRDL Interposer\n銅配線＋ポリマー\n     ↓\nPackage Substrate\n```","quote_start":0,"quote_end":73,"text_sha256":"e175d782939b94b483837944860aa4094f80486d7ec550df128779e923afd51c","block_sha256":"e175d782939b94b483837944860aa4094f80486d7ec550df128779e923afd51c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_4f76ccd8-64cb-442a-9f5b-1ba072086ef8"},{"id":"occ_4007cb01f71dcf4c1a7bf0c0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_66f53bee-5210-405d-ae12-3101707935b0","section_id":"sec_62edb1b9-6ba1-4bfd-883e-4e90f34d893a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"- SoIC：上下方向の3D積層\n- CoWoS：横方向の2.5D統合\n- HBM：メモリー内部の3D積層","quote_start":0,"quote_end":53,"text_sha256":"b0875003feb4ab7537bcfed6ac822415c47c32b4ed9badb6b98b8a441fc841da","block_sha256":"b0875003feb4ab7537bcfed6ac822415c47c32b4ed9badb6b98b8a441fc841da","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_66f53bee-5210-405d-ae12-3101707935b0"},{"id":"occ_280a36ae167c4caf3acd1057","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_6a2a487c-8050-4e0b-b39f-293a839313b6","section_id":"sec_91ec2da7-4c53-44fc-b94a-1d12fa060c24","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"```\nLogic\n   ＋\nHBM\n   ＋\nInterposer／RDL／LSI\n```","quote_start":0,"quote_end":46,"text_sha256":"7d98e73d650a51b4417143ec122886138dcd753ef081cc803559b6ed7ed64486","block_sha256":"7d98e73d650a51b4417143ec122886138dcd753ef081cc803559b6ed7ed64486","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_6a2a487c-8050-4e0b-b39f-293a839313b6"},{"id":"occ_5c14a8d42f40c7aacf620976","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_6a84aa69-a31e-42d0-a3fc-69a259290a97","section_id":"sec_62edb1b9-6ba1-4bfd-883e-4e90f34d893a","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":87,"end":90,"exact":"HBM","quote":"  │\n       SoIC 3D接合\n            │\n       Compute Die\n\nHBM ＝＝ CoWoS Interposer ＝＝ HBM\n```","quote_start":32,"quote_end":121,"text_sha256":"d65dbcdb62ba6a8265ebc5f4f0d7c734c0c8c477c41889ffcaf102074070acd6","block_sha256":"d65dbcdb62ba6a8265ebc5f4f0d7c734c0c8c477c41889ffcaf102074070acd6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_6a84aa69-a31e-42d0-a3fc-69a259290a97"},{"id":"occ_50daf5786b6339ee1a235a3a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_6e242ba8-aad0-4e82-aa06-bee31e8a5a11","section_id":"sec_1990bcd4-f2e1-4c76-8890-9753d9c46ae3","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":221,"end":224,"exact":"HBM","quote":"ロジック、SRAMなどを垂直統合する |\n| TSMC CoWoS | 2.5D先端パッケージ | ロジックとHBMを横方向に統合する |\n| Hybrid Bonding | 接合技術 | 銅と誘電体を直接接合する |\n| TSV | ダイ内部配線 | シリコンを厚さ方向に貫通する |\n| UCIe | 通信規格","quote_start":166,"quote_end":324,"text_sha256":"2277c09254ea54671b732ed9e35c95ba12d5159fd2f60443ba15cca0961e9a20","block_sha256":"2277c09254ea54671b732ed9e35c95ba12d5159fd2f60443ba15cca0961e9a20","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_6e242ba8-aad0-4e82-aa06-bee31e8a5a11"},{"id":"occ_4f0ca520a1ed1901b6336711","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_82308e10-eff0-47ea-80a4-b30db3d17d58","section_id":"sec_4a96d001-697f-4d65-9b5e-ddd403e5f740","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"- 高密度シリコン配線\n- ロジックとHBMの広帯域接続\n- eDTCによる電源安定化\n- 高い信号品質\n- AI・HPC向け","quote_start":0,"quote_end":63,"text_sha256":"88195ae9156700a7d1822232e355445463a1877521ef7defbdbd502fbc5c2d13","block_sha256":"88195ae9156700a7d1822232e355445463a1877521ef7defbdbd502fbc5c2d13","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_82308e10-eff0-47ea-80a4-b30db3d17d58"},{"id":"occ_7eb94d45ad32790d1dfc23a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_8614ce70-3b41-48af-904e-2730547ec34a","section_id":"sec_91ec2da7-4c53-44fc-b94a-1d12fa060c24","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"大型ロジック、チップレット、HBMを横方向に統合する2.5Dパッケージである。","quote_start":0,"quote_end":39,"text_sha256":"d3e0bef5a9bc43e570e9f3963b69b9144eff11881db3cc397ed82018933f5d57","block_sha256":"d3e0bef5a9bc43e570e9f3963b69b9144eff11881db3cc397ed82018933f5d57","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_8614ce70-3b41-48af-904e-2730547ec34a"},{"id":"occ_291ab54da0f4c51c8639c028","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_b207e1b9-471b-441b-b269-90ebd2fb46bc","section_id":"sec_0312c350-16b9-4d2a-984f-e29c9ad3b51a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"主に、ロジックダイとHBMを高密度な中間配線基盤の上へ横方向に並べる2.5Dパッケージである。","quote_start":0,"quote_end":47,"text_sha256":"3012c8d5932571dcaebc4eebaaa4f700061a8e1dd0ecea99a9f914b513b63cbd","block_sha256":"3012c8d5932571dcaebc4eebaaa4f700061a8e1dd0ecea99a9f914b513b63cbd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_b207e1b9-471b-441b-b269-90ebd2fb46bc"},{"id":"occ_2b0b0a5843190ff3f80eb2e0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_be8278a8-3023-4c5a-8266-8f34293ff1d3","section_id":"sec_0312c350-16b9-4d2a-984f-e29c9ad3b51a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM内部は3D積層されているが、ロジックとHBMの関係は基本的に横並びである。","quote_start":0,"quote_end":40,"text_sha256":"ec30926546582be9186ac2929a8a250474cfca768c9b0aea660501713dffef56","block_sha256":"ec30926546582be9186ac2929a8a250474cfca768c9b0aea660501713dffef56","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_be8278a8-3023-4c5a-8266-8f34293ff1d3"},{"id":"occ_5daeaae6dce896862b4208a0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_e738225a-fcce-4b91-b789-b7154c812d40","section_id":"sec_82a3adcb-7423-4c77-a34b-39ce8699a149","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"しかし、複数の3Dスタック、I/Oダイ、HBMを1つのパッケージに並べるには横方向の接続も必要になる。","quote_start":0,"quote_end":51,"text_sha256":"7370c9ddc766e1c4c038b32aba6884cbf4bcfc5e165e1d5475cd4529f58172e6","block_sha256":"7370c9ddc766e1c4c038b32aba6884cbf4bcfc5e165e1d5475cd4529f58172e6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_e738225a-fcce-4b91-b789-b7154c812d40"},{"id":"occ_3d6510c184602a162668e7e2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260","block_id":"blk_fb5a754b-378c-4837-b51b-4d601ab85811","section_id":"sec_0312c350-16b9-4d2a-984f-e29c9ad3b51a","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM          Logic Die          HBM\n┌───┐       ┌────────┐       ┌───┐\n└●●●┘       └●●●●●●●●┘       └●●","quote_start":0,"quote_end":107,"text_sha256":"a48fc86562e49c28366c106e5107d3fa274b4ba8d4a6a17e185dc94cb76395a4","block_sha256":"a48fc86562e49c28366c106e5107d3fa274b4ba8d4a6a17e185dc94cb76395a4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_793e83db-98e9-4062-b995-36674ef0d72b/#blk_fb5a754b-378c-4837-b51b-4d601ab85811"},{"id":"occ_63d6e8dac910feb1b89d837b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","work_id":"wrk_1b1faa41-9e19-4504-9b3c-c1aaf26ef800","block_id":"blk_3fbedd21-38c0-4980-b937-f5a76dd2f269","section_id":"sec_2f5fc334-d854-4acd-9269-92cf28589e8d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"NORは主に28～65nm前後の成熟プロセスで製造される。先端ロジックやHBMほど巨額の設備投資が行われる市場ではなく、世界市場も約34億ドルしかない。","quote_start":0,"quote_end":76,"text_sha256":"3356dadfd98c9b3e911b5362f464cf6652746a49375f3c2e398260958bf1b2f8","block_sha256":"3356dadfd98c9b3e911b5362f464cf6652746a49375f3c2e398260958bf1b2f8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177/#blk_3fbedd21-38c0-4980-b937-f5a76dd2f269"},{"id":"occ_e0709fa9d6d60a870b225237","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","work_id":"wrk_1b1faa41-9e19-4504-9b3c-c1aaf26ef800","block_id":"blk_58ef8447-410b-4c3e-9524-dfc9ce10497a","section_id":"sec_31f68620-0fca-49f2-ba1c-6a56c878b6d0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":107,"end":110,"exact":"HBM","quote":"客の在庫補充と供給不安による先回り発注\n- メーカーが成熟ノードの大規模増産を行っていないこと\n- 設備投資がHBM、DRAM、先端3D NANDへ優先配分されていること\n- 低容量品やSLC NANDから撤退するメーカーが増えていること\n- 長期契約、選別受注、稼働率管理による供給規律","quote_start":52,"quote_end":196,"text_sha256":"1f8c2fa0504031a0e5fed3a3d3a83d0b3f51daa1bd86a445bc76fa309e413abb","block_sha256":"1f8c2fa0504031a0e5fed3a3d3a83d0b3f51daa1bd86a445bc76fa309e413abb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177/#blk_58ef8447-410b-4c3e-9524-dfc9ce10497a"},{"id":"occ_9f9769855331f3bc10ecaa19","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","work_id":"wrk_1b1faa41-9e19-4504-9b3c-c1aaf26ef800","block_id":"blk_67abd5b4-67a0-4290-ae67-6f67b9f9077d","section_id":"sec_2164c8f9-d6a2-4c75-96d6-ecbf7d6bf1fd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":55,"end":58,"exact":"HBM","quote":"NANDにも供給規律はある。主要メーカーは2026年に大規模な新規能力をほとんど追加せず、設備投資をDRAMとHBMへ優先している。","quote_start":0,"quote_end":66,"text_sha256":"9aee1971df00c4276262b91a9861c04a9b12e3c90d3dff60d6e7b98bf15b035d","block_sha256":"9aee1971df00c4276262b91a9861c04a9b12e3c90d3dff60d6e7b98bf15b035d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177/#blk_67abd5b4-67a0-4290-ae67-6f67b9f9077d"},{"id":"occ_e5bb8e18519a0a4e2420e522","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","work_id":"wrk_1b1faa41-9e19-4504-9b3c-c1aaf26ef800","block_id":"blk_6a6ecf91-a333-4fd3-a499-9bda60d4f427","section_id":"sec_73fdc8e7-ca30-467f-890c-41e02d3bb092","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"メモリメーカーは、利益額の大きいHBM、DDR5、LPDDR、先端3D NAND、エンタープライズSSDを優先する。成熟ノードのNORやSLC NANDへ追加投資する優先順位は下がる。","quote_start":0,"quote_end":92,"text_sha256":"aae6351168974cc1bdbefe6228885b18dee3baa76fb6e19b2741dd3d5e013627","block_sha256":"aae6351168974cc1bdbefe6228885b18dee3baa76fb6e19b2741dd3d5e013627","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177/#blk_6a6ecf91-a333-4fd3-a499-9bda60d4f427"},{"id":"occ_dfd6ace8517b1580a978778f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","work_id":"wrk_1b1faa41-9e19-4504-9b3c-c1aaf26ef800","block_id":"blk_7b9869c0-0591-4274-8872-64f3a582a51a","section_id":"sec_31f68620-0fca-49f2-ba1c-6a56c878b6d0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"AIサーバー向けのHBMやDRAM、NANDフラッシュが不足していることは、すでによく知られている。では、NORフラッシュにも同じことが起きているのだろうか。AIによって需要が爆発し、供給が追いつかなくなっているのだろうか。","quote_start":0,"quote_end":112,"text_sha256":"54e293cf20e7aaefa03f44695cdfaac5ebd6169008b5c84cf094dc0fceb59e62","block_sha256":"54e293cf20e7aaefa03f44695cdfaac5ebd6169008b5c84cf094dc0fceb59e62","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177/#blk_7b9869c0-0591-4274-8872-64f3a582a51a"},{"id":"occ_b99c1d3cf0abd388e6aaacdd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","work_id":"wrk_1b1faa41-9e19-4504-9b3c-c1aaf26ef800","block_id":"blk_8a328076-1efc-4c19-8cc8-388eac4b1130","section_id":"sec_83ee8c94-dcd0-4088-98b4-031eef15f448","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":57,"end":60,"exact":"HBM","quote":"はこの式の一部に入っている。エッジAIはファームウェアを大きくし、AIサーバーはブート用NORの個数を増やし、HBMや先端NANDへの投資集中は成熟ノード供給を圧迫する。","quote_start":2,"quote_end":87,"text_sha256":"925436dc8134a7582a61c5241acadd0ad89d16028239446cac680abc688a2481","block_sha256":"925436dc8134a7582a61c5241acadd0ad89d16028239446cac680abc688a2481","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177/#blk_8a328076-1efc-4c19-8cc8-388eac4b1130"},{"id":"occ_3cd870cb586675c000858020","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","work_id":"wrk_1b1faa41-9e19-4504-9b3c-c1aaf26ef800","block_id":"blk_a6a20050-46a9-4ebc-9b64-f34c8bc70078","section_id":"sec_73fdc8e7-ca30-467f-890c-41e02d3bb092","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"### 9-2．HBM、DRAM、先端NANDへの設備配分","quote_start":0,"quote_end":29,"text_sha256":"e7e31e21253de861e47afd764df143d49098f876b5337cf741791267380e1f15","block_sha256":"e7e31e21253de861e47afd764df143d49098f876b5337cf741791267380e1f15","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177/#blk_a6a20050-46a9-4ebc-9b64-f34c8bc70078"},{"id":"occ_991d3750b5b4626cfa0c8741","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7cb9ce1e-1af9-43d5-a7ec-083ddf3b94e9","work_id":"wrk_1ea26a09-141b-4021-a243-2507ab20341b","block_id":"blk_6fb8db14-f148-4aa4-b5c5-73cdec5881fd","section_id":"sec_3144cf23-cede-497b-a8b5-3ef541322256","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"これまでのAIデータセンターは、NVIDIA GPUやHBMの確保が中心でした。\nしかし今後は、","quote_start":0,"quote_end":48,"text_sha256":"f99f50a757ef0ba9433a0228c954317c6b70dc85618af8f8105d6b1e116e8d6d","block_sha256":"f99f50a757ef0ba9433a0228c954317c6b70dc85618af8f8105d6b1e116e8d6d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7cb9ce1e-1af9-43d5-a7ec-083ddf3b94e9/#blk_6fb8db14-f148-4aa4-b5c5-73cdec5881fd"},{"id":"occ_528ad14339732f6a22068dc1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7cb9ce1e-1af9-43d5-a7ec-083ddf3b94e9","work_id":"wrk_1ea26a09-141b-4021-a243-2507ab20341b","block_id":"blk_ef6653c8-ea72-4f92-ba71-8365639dea51","section_id":"sec_6db62b9a-8b0e-4e2b-b818-9bac22773d1b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"当然、GPU、HBM、ネットワークASIC、光モジュール、CPO、ストレージ、CPU、DPUも必要になります。","quote_start":0,"quote_end":55,"text_sha256":"adb98ff68f86fdd40fe3111a6e05dfc25906e26230a03ceb67e68939bb6f79ec","block_sha256":"adb98ff68f86fdd40fe3111a6e05dfc25906e26230a03ceb67e68939bb6f79ec","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7cb9ce1e-1af9-43d5-a7ec-083ddf3b94e9/#blk_ef6653c8-ea72-4f92-ba71-8365639dea51"},{"id":"occ_0ac13be27cd06d562a60038e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_08c28f2d-2281-4cf6-8bdf-10b1e631b806","section_id":"sec_d6869791-485a-4100-842a-9aef17a7d0b8","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":75,"end":78,"exact":"HBM","quote":"skは（1）NAND/SSDに純化された事業であるためサイクルの上振れにレバレッジがかかりやすい、（2）一方でHBMの直接恩恵（HBM価格／供給タイトの利益）を取り込めない、（3）ただしHBMの供給制約が「AI推論のメモリ階層」問題を生み、その解としてHBFを“新しいメモリ層（HBMとSSDの間）”として提案してい","quote_start":20,"quote_end":178,"text_sha256":"f195317c59e0f4745fcd918e38090c7a05573fe8fd88127f278858bc4d5e3bb8","block_sha256":"f195317c59e0f4745fcd918e38090c7a05573fe8fd88127f278858bc4d5e3bb8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_08c28f2d-2281-4cf6-8bdf-10b1e631b806"},{"id":"occ_d50a876d6c5fa91c9a102937","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_0f649d78-0d36-468f-bc8c-7b3a3117af5f","section_id":"sec_01e14db1-3214-47d4-b135-099736e593df","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"SanDiskは**NAND/SSDへの純度が高い**会社です。  \nDRAMやHBMの巨大事業がないので、**NAND価格・SSD需給の影響を受けやすい**です。その代わり、サイクル上昇局面では利益改善がストレートに出やすいです。 ([Sandisk](https://shop.sa","quote_start":0,"quote_end":143,"text_sha256":"71aa5a71cd7a566a6c74bc43ce40da4b0ec3c7e76d74a6a71871ce9115ce8ddc","block_sha256":"71aa5a71cd7a566a6c74bc43ce40da4b0ec3c7e76d74a6a71871ce9115ce8ddc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_0f649d78-0d36-468f-bc8c-7b3a3117af5f"},{"id":"occ_35303cc37ee43606197dd19d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_1a3e8e39-c0e3-40c9-b622-b331f13144c6","section_id":"sec_56aa7c03-c319-4d00-aefa-a0dfef1c82fe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは超高速ですが、**容量が少なく高価**です。  \nSSDは超大容量で安いですが、**遅い**。  \nHBFはその間を狙っています。","quote_start":0,"quote_end":69,"text_sha256":"804539dd41d4b93cdebf2986e3b001e0f5ff4fb1df98adf0d2d7ef96c5de5150","block_sha256":"804539dd41d4b93cdebf2986e3b001e0f5ff4fb1df98adf0d2d7ef96c5de5150","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_1a3e8e39-c0e3-40c9-b622-b331f13144c6"},{"id":"occ_dec92bfbc04f0618299f3308","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_1bd3e551-03e5-41cd-ad14-3fbed59ad7d7","section_id":"sec_d6869791-485a-4100-842a-9aef17a7d0b8","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":89,"end":92,"exact":"HBM","quote":"ル感応度を決めます。KioxiaはNAND/SSDに集中する一方、SamsungとSK hynixはDRAM/HBMも抱えるため、需要がHBM側に強い局面では“投資・クリーンルーム・人員”がHBM/サーバDRAMへ寄りやすく、NANDの供給増が抑制されやすい、という構造要因があります。","quote_start":34,"quote_end":177,"text_sha256":"73bc79b2d64cdc1b28596bcf0696f7ef2e3d45c93b1ca06a41ad6d98bd527917","block_sha256":"73bc79b2d64cdc1b28596bcf0696f7ef2e3d45c93b1ca06a41ad6d98bd527917","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_1bd3e551-03e5-41cd-ad14-3fbed59ad7d7"},{"id":"occ_ddcfe0ed3fd9db389b342a78","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_1ed152f6-b7d7-41c5-819b-92a773997a75","section_id":"sec_0651644f-44b6-4cf9-a986-c1beff6ab5ca","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":64,"end":67,"exact":"HBM","quote":"に刺さっています。  \n推論では、全部を最速メモリに置かなくてもよい場面があります。重みやデータの一部を、**HBMより大容量でSSDより高速な層**に持てれば、コストと性能のバランスが良くなる可能性があります。SanDiskの資料では、405Bパラメータ級モデルの事前学習済み重み読み出しで、HBFベースが“容量無","quote_start":9,"quote_end":167,"text_sha256":"703d3acab2a4b30508ea03f31335cb50745e356ad82ea2cf98899c5a2d644285","block_sha256":"703d3acab2a4b30508ea03f31335cb50745e356ad82ea2cf98899c5a2d644285","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_1ed152f6-b7d7-41c5-819b-92a773997a75"},{"id":"occ_78f8c51598f66b2f3ba4a78b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_24ada3ee-4d5f-45b9-847e-7a0acac2d25a","section_id":"sec_56aa7c03-c319-4d00-aefa-a0dfef1c82fe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"- **HBM** = 超高速、でも高いし容量が苦しい\n- **SSD** = 安くて大容量、でも遠くて遅い\n- **HBF** = NANDベースで、SSDよりずっとメモリ寄りの新しい中間層","quote_start":0,"quote_end":96,"text_sha256":"4a89e4336e8a8e0d3060df7d9b01de3e85cd22a1bec91e48a225392af1933f18","block_sha256":"4a89e4336e8a8e0d3060df7d9b01de3e85cd22a1bec91e48a225392af1933f18","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_24ada3ee-4d5f-45b9-847e-7a0acac2d25a"},{"id":"occ_f86c267e45cce962253a7612","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_24d4eeea-8464-41e1-927c-5205737f8e53","section_id":"sec_0651644f-44b6-4cf9-a986-c1beff6ab5ca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":106,"end":109,"exact":"HBM","quote":"するため、**帯域、容量、電力制約がきつい**と説明しています。つまり、AIサービスが実運用され続けるほど、「HBMだけでは足りない」「でもSSDだけでは遅い」という問題が大きくなるわけです。 ([Sandisk](https://www.sandisk.com/es-mx/company/newsroom/pre","quote_start":51,"quote_end":209,"text_sha256":"e062ce3435936652c4e9153d4bc95fa381bce046aedd1fe176bffe089c4a05e1","block_sha256":"e062ce3435936652c4e9153d4bc95fa381bce046aedd1fe176bffe089c4a05e1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_24d4eeea-8464-41e1-927c-5205737f8e53"},{"id":"occ_06e7972b3c9e448f201a6c03","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_2bab0df7-2019-457a-8821-132ad9f61cef","section_id":"sec_d049793f-419b-46c4-94b3-d3bd95a4cebf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":166,"end":169,"exact":"HBM","quote":"純利益は**42.9兆ウォン（約290億ドル、約4.6兆円）でした。SanDiskと違って、SK hynixはHBMが超強い**。そのため、NAND単独で見るとSanDiskのほうが純粋にNAND上昇の恩恵を受けやすい一方、会社全体としてはSK hynixのほうがAIサイクルの中心にいます。 ([SK hynix ","quote_start":111,"quote_end":269,"text_sha256":"26336f4ec94a69ad2df2e1c38717f5314db688c16b48c3858f2d041f6da94e52","block_sha256":"26336f4ec94a69ad2df2e1c38717f5314db688c16b48c3858f2d041f6da94e52","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_2bab0df7-2019-457a-8821-132ad9f61cef"},{"id":"occ_703b4863380dfcc7d3e3fc8b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_2d95f021-9b69-4a7e-870b-61e2d50c353e","section_id":"sec_518dd53a-87e7-477e-ae4d-04bf71b86b07","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"```\nflowchart TB\n  A[GPU/AIアクセラレータ] --> B[HBM: 超低レイテンシ/高帯域 ただし容量/コスト制約]\n  A --> C[HBF: HBMに近い帯域を狙う NANDベース大容量/不揮発]\n  A --> D[NVMe SSD: 大容量/低コスト た","quote_start":0,"quote_end":145,"text_sha256":"dee7e1bbd681d92a4f6aaa751a0b1870947b900677aec4e44bf5c44a35c47808","block_sha256":"dee7e1bbd681d92a4f6aaa751a0b1870947b900677aec4e44bf5c44a35c47808","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_2d95f021-9b69-4a7e-870b-61e2d50c353e"},{"id":"occ_e8207ca59b173a83ec4e8e7f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_3fd67ee1-1f7a-4af4-9091-539ba38103a7","section_id":"sec_56aa7c03-c319-4d00-aefa-a0dfef1c82fe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":61,"end":65,"exact":"HBM4","quote":"帯域 **1.6TB/s**\n- 1ダイ **256Gb**\n- 16ダイスタックで **512GB**\n- HBM4に近いフットプリント/電力/スタック高さを狙う\n- AI推論向けに設計","quote_start":6,"quote_end":100,"text_sha256":"31d39e077e9c26d7599ce0c6ed402f0c4ea810ff5f050e353cf9310fc68a179f","block_sha256":"31d39e077e9c26d7599ce0c6ed402f0c4ea810ff5f050e353cf9310fc68a179f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_3fd67ee1-1f7a-4af4-9091-539ba38103a7"},{"id":"occ_11aa7b78ff5c1c0575d2c780","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_4d9f9482-1b17-4ce7-94c2-ff8818084f31","section_id":"sec_3b87e99b-f24d-4999-9174-8ec8ccc04092","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"全部をDRAMやHBMには置けないので、SSDはその下の大容量階層として使われます。  \n特にAIでは「全部を超高速メモリに置く」のがコスト的に厳しいため、SSDの存在が重要になります。 ([KIOXIA America,","quote_start":0,"quote_end":111,"text_sha256":"1aa50bef57aaa54b902aa9a7931b6258d450b95c10c1988ec9d7bbda11840019","block_sha256":"1aa50bef57aaa54b902aa9a7931b6258d450b95c10c1988ec9d7bbda11840019","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_4d9f9482-1b17-4ce7-94c2-ff8818084f31"},{"id":"occ_80e362d5aaf3c687f3a6b92f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_57b97d96-f593-4e49-960f-6b20c4d74145","section_id":"sec_518dd53a-87e7-477e-ae4d-04bf71b86b07","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":153,"end":156,"exact":"HBM","quote":"OU）を示しました。2026年2月には、OCP配下でHBF標準化の専用ワークストリームを立ち上げると発表し、「HBMとSSDの間の新メモリ層」を明確に打ち出しています。","quote_start":98,"quote_end":182,"text_sha256":"d6794e664339771b966197212c6268e5d78e480e3607902c4484f5a8efe6df41","block_sha256":"d6794e664339771b966197212c6268e5d78e480e3607902c4484f5a8efe6df41","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_57b97d96-f593-4e49-960f-6b20c4d74145"},{"id":"occ_724d1be1b87957ba6beaf394","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_6deb390a-99a0-465c-9465-714c5b617ee5","section_id":"sec_518dd53a-87e7-477e-ae4d-04bf71b86b07","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":49,"end":52,"exact":"HBM","quote":"SanDiskが提唱するHBF（High Bandwidth Flash）は「NANDをベースに、HBMに近い帯域を狙い、HBMより大容量で、SSDより“メモリ寄り”の新階層」を作る構想です。公式ファクトシートでは、Gen1で読出帯域1.6 TB/s、16ダイスタックで合計512GB（256Gb/ダイ）","quote_start":0,"quote_end":152,"text_sha256":"5ed95550425722bc7a4f24d6b54997f451cd7fb4da789fea27671cb5624daedf","block_sha256":"5ed95550425722bc7a4f24d6b54997f451cd7fb4da789fea27671cb5624daedf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_6deb390a-99a0-465c-9465-714c5b617ee5"},{"id":"occ_9565b8152f69487d6bfd3956","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_825c2eb5-ad2c-4a90-b560-a1583161d670","section_id":"sec_9e73bfaa-9533-4303-bbc7-b80612854b5c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"- **HBMのような高付加価値DRAMの巨大利益源がない**\n- **NANDサイクル悪化時の逃げ場が少ない**\n- **SamsungやSK hynixほどの総合力はない**","quote_start":0,"quote_end":89,"text_sha256":"bf7e2b4c4ae609d0fed53c090f26e8c70297fba6f492fefd9de9f1f3e5551238","block_sha256":"bf7e2b4c4ae609d0fed53c090f26e8c70297fba6f492fefd9de9f1f3e5551238","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_825c2eb5-ad2c-4a90-b560-a1583161d670"},{"id":"occ_ece05d5c661697f99ec5a26f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_829a247a-4c17-4746-8c5d-dbad0694500b","section_id":"sec_5ac02373-3b44-4735-8719-197f51f3686f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"- NANDベースなのでHBMよりレイテンシは不利\n- ソフトウェア/ランタイム側の最適化が難しい\n- GPUベンダーやシステムベンダーの採用障壁が高い\n- “面白い技術”で終わって量産採用に至らない","quote_start":0,"quote_end":100,"text_sha256":"aa4866c59011c9e3f67933682b7a1468688e964ee2db91d991f64617fb860709","block_sha256":"aa4866c59011c9e3f67933682b7a1468688e964ee2db91d991f64617fb860709","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_829a247a-4c17-4746-8c5d-dbad0694500b"},{"id":"occ_d9a17b9e1abec980edbaca24","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_86e1c7f0-67d3-446b-bbfe-5e72079bcf8f","section_id":"sec_5e933d97-ca83-4ba0-a70e-79c54f821a63","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":169,"end":172,"exact":"HBM","quote":"4.1兆ウォン（約703億ドル、約11.2兆円）あります。つまりSamsungは、NANDだけでなくDRAM、HBM、DDR5、スマホ、家電、ファウンドリ**まで抱える巨大複合企業です。NANDが悪くても他で吸収でき、逆にHBMが強いと全体利益が膨らみます。さらに会社資料では、AI向けに**高性能TLC SSDとA","quote_start":114,"quote_end":272,"text_sha256":"3fadd63b598ecefefd4b279f087e6800be487f570a3f9f46e20875649f97dc49","block_sha256":"3fadd63b598ecefefd4b279f087e6800be487f570a3f9f46e20875649f97dc49","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_86e1c7f0-67d3-446b-bbfe-5e72079bcf8f"},{"id":"occ_e303db2f99546a9ef1af538f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_92dde06b-37cf-497c-afa7-8e6e7d8be9ef","section_id":"sec_518dd53a-87e7-477e-ae4d-04bf71b86b07","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"統合の難所としては、NAND由来の「HBMより高いレイテンシ」「ページサイズの違い」「GPU/アクセラレータ近傍実装におけるパッケージ・熱・信号整合」「ソフトウェア（プリフェッチ、配置最適化、OS/ランタイム）」が典型です。SanDisk自身","quote_start":0,"quote_end":121,"text_sha256":"80a57175a5db647ead490645f7b4e03ee3ae00374d44c35c93acc5b216558a4e","block_sha256":"80a57175a5db647ead490645f7b4e03ee3ae00374d44c35c93acc5b216558a4e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_92dde06b-37cf-497c-afa7-8e6e7d8be9ef"},{"id":"occ_8208ab2203bcceeff73b610e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_9b214c52-b2f4-4942-b88b-04c52bad4aaa","section_id":"sec_1fd694df-d691-4e9b-bb28-c522fd673dba","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"HBFが普及した場合、アーキテクチャは「GPU直下のHBM容量不足を、SSDではなくHBFで埋める」方向に変わり得ます。SanDiskはHBFを“HBMとSSDの間の新階層”と明示しており、推論のメモリ帯域/容量不足を狙い撃ちしています。したがって、SanD","quote_start":0,"quote_end":129,"text_sha256":"4600ed6776dbfb34fa55f03a0e83591b57148e1576829dd6a5301789340c616f","block_sha256":"4600ed6776dbfb34fa55f03a0e83591b57148e1576829dd6a5301789340c616f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_9b214c52-b2f4-4942-b88b-04c52bad4aaa"},{"id":"occ_9585916d11c0d83df6eb5eb8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_a09aac13-1491-4512-a50d-3603d0689fcd","section_id":"sec_518dd53a-87e7-477e-ae4d-04bf71b86b07","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":162,"end":165,"exact":"HBM","quote":"、HBFが「Llama 3.1 405Bの事前学習済み重み読み出し」を想定したシミュレーションで“容量無制限のHBM”に対して2.2%差に収まる、と説明し、推論のメモリ・ウォール対策として位置づけています。","quote_start":107,"quote_end":210,"text_sha256":"47a3c4e12c6d1880b891b9dd19e670619a8b6c7da22c6fb70fba461ddd46c89a","block_sha256":"47a3c4e12c6d1880b891b9dd19e670619a8b6c7da22c6fb70fba461ddd46c89a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_a09aac13-1491-4512-a50d-3603d0689fcd"},{"id":"occ_00c9d07e130746fd9c822919","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_b85b7b24-69dd-4299-9f5f-dc5cba89c763","section_id":"sec_56aa7c03-c319-4d00-aefa-a0dfef1c82fe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"### HBMとSSDの“間”を埋めにいく技術","quote_start":0,"quote_end":23,"text_sha256":"2caa8178242d7d990baaf5053e7ce829f4f729303dcd410b6a712a2751fb5ce4","block_sha256":"2caa8178242d7d990baaf5053e7ce829f4f729303dcd410b6a712a2751fb5ce4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_b85b7b24-69dd-4299-9f5f-dc5cba89c763"},{"id":"occ_d15f9f29b06b50b14b61026f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_ba8a88ae-0321-48ce-bce8-9acdd7b1cc02","section_id":"sec_ce916103-08fe-4396-b41a-07d86eae8688","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":47,"end":50,"exact":"HBM","quote":"供給は「新規クリーンルームの立ち上げ（年単位）」「ノード移行（層数増/歩留まり）」「投資配分（HBM/DRAMへ寄るとNANDが相対的に絞られる）」で決まります。TrendForceは2026年の契約価格見通しのなかで、DRAM側がHBM/サーバへキャパ再配分してタイト化し、NAND側も企業SSD向","quote_start":0,"quote_end":150,"text_sha256":"4417df5a0c899129293bcee2b6682c02ee86b0ffdaa2c44ac66905e683521e1b","block_sha256":"4417df5a0c899129293bcee2b6682c02ee86b0ffdaa2c44ac66905e683521e1b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_ba8a88ae-0321-48ce-bce8-9acdd7b1cc02"},{"id":"occ_98b9ba7bf3908bc4854b181b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_bba91cda-46df-45cd-818f-85a6decbf977","section_id":"sec_56aa7c03-c319-4d00-aefa-a0dfef1c82fe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"とされています。さらに、HBFは**HBMの8～16倍の容量を同程度コスト帯で狙う**構想として説明されています。 ([documents.sandisk.com](https://documents.sandisk.com/content/","quote_start":0,"quote_end":121,"text_sha256":"ac0ae010ae8de65477cd8b2a5fd7c4b039078e6397eb2c1f0f555850fd39a367","block_sha256":"ac0ae010ae8de65477cd8b2a5fd7c4b039078e6397eb2c1f0f555850fd39a367","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_bba91cda-46df-45cd-818f-85a6decbf977"},{"id":"occ_0732d40df87a8e74ea15e689","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_c528e802-a8b4-4578-bbe7-633a12c52e43","section_id":"sec_518dd53a-87e7-477e-ae4d-04bf71b86b07","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":81,"end":84,"exact":"HBM","quote":"である点、データセンター高温環境での熱安定性、冗長性・信頼性設計を含む点を強調しています。 これは、DRAM/HBMが本質的に揮発・リフレッシュを要することへの対置として、“推論の常時稼働”で効くTCO要素（電力・冷却・容量当たりコスト）を取りに行く設計思想です。","quote_start":26,"quote_end":158,"text_sha256":"666cbd71ffc36534a86d67c260a7596a2ac4b136ed962c4f4b7c86f31bb352d2","block_sha256":"666cbd71ffc36534a86d67c260a7596a2ac4b136ed962c4f4b7c86f31bb352d2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_c528e802-a8b4-4578-bbe7-633a12c52e43"},{"id":"occ_3d6116d830343dba2470566d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_ec2d655b-8817-44df-b8d0-af59b2550365","section_id":"sec_916815c8-dcf0-4c67-8ab4-fb95117b6700","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":90,"end":93,"exact":"HBM","quote":"Dサイクルにどれだけ強くレバレッジする会社か**です。  \nSamsungやSK hynixのようにDRAM/HBMの巨大な利益源を持たないぶん、**NANDが良い時は非常に強く、悪い時は逆風をもろに受ける**タイプです。逆に言えば、いまのようにAIインフラでenterprise SSD需要が強く、NAND価格が上","quote_start":35,"quote_end":193,"text_sha256":"8cf7f28f916d9e9b130be78c6ce852e951bb162307fb90efa0b166269631103d","block_sha256":"8cf7f28f916d9e9b130be78c6ce852e951bb162307fb90efa0b166269631103d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_ec2d655b-8817-44df-b8d0-af59b2550365"},{"id":"occ_a5540797c7857c8b6744287c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_f5f0d628-e6c3-4036-a09b-576c2f019095","section_id":"sec_3e3eaca0-67fc-49c7-b446-0e7a5fef6d13","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"NANDサイクルについては、供給側で「HBM/サーバ向けへ投資・キャパ振替→一般NAND/Client向け供給が相対的に絞られる」圧力があり、需要側で「AI推論の常時稼働化」と「エンタープライズSSDへの容量配分増」が同時進行している、という構","quote_start":0,"quote_end":122,"text_sha256":"0d3b35dac0509338cd122a70defdb1ce8538519df79cbedec028d4975ecfa70c","block_sha256":"0d3b35dac0509338cd122a70defdb1ce8538519df79cbedec028d4975ecfa70c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_f5f0d628-e6c3-4036-a09b-576c2f019095"},{"id":"occ_f9697ca5ec3098de802d24a1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84","block_id":"blk_fdc32448-f0b9-48f0-8d4f-a32215ec0563","section_id":"sec_56aa7c03-c319-4d00-aefa-a0dfef1c82fe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"HBFは**High Bandwidth Flash**の略です。  \nSanDiskはこれを、**HBMとSSDの間に入る新しいメモリ階層**として提案しています。SK hynixと一緒にOCP配下で標準化も進めています。 ([Sandisk](https://www.sandisk.com/es-mx","quote_start":0,"quote_end":153,"text_sha256":"7064fdd70ecdaad87d136e50e63f0aeee5fb314827224318d6efc056df1e2f78","block_sha256":"7064fdd70ecdaad87d136e50e63f0aeee5fb314827224318d6efc056df1e2f78","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2/#blk_fdc32448-f0b9-48f0-8d4f-a32215ec0563"},{"id":"occ_7ca05e47492016fd03e652d3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7f54400c-aa33-4bcd-9786-34216d309dbd","work_id":"wrk_92b1be48-af4d-47d3-b49c-7e012dd6d016","block_id":"blk_279e331b-87a4-491d-92c4-cc0a67e6f43a","section_id":"sec_10e414cc-de1c-46e4-ab6d-b5e01610c453","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"AIデータセンターの主役はGPUやHBMだけではない。数万〜数十万個の演算器、スイッチ、NIC、光トランシーバ、DSPが一つの巨大な計算機のように動く時代になると、全体を正確に同期させる「時間の部品」が重要になる。その中心にあるのが、タイミ","quote_start":0,"quote_end":120,"text_sha256":"0366ba3e9b6bee7dd3abcfbd1930c0da8c29b0693a7e43227b0ad8aa680c0bbf","block_sha256":"0366ba3e9b6bee7dd3abcfbd1930c0da8c29b0693a7e43227b0ad8aa680c0bbf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7f54400c-aa33-4bcd-9786-34216d309dbd/#blk_279e331b-87a4-491d-92c4-cc0a67e6f43a"},{"id":"occ_296a08a1c926511607e3c704","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7f54400c-aa33-4bcd-9786-34216d309dbd","work_id":"wrk_92b1be48-af4d-47d3-b49c-7e012dd6d016","block_id":"blk_37c00efe-a010-4559-bd27-a885bdae9825","section_id":"sec_bd4bfb34-4de7-4aab-a33e-8c2564689845","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":56,"end":59,"exact":"HBM","quote":"論として、日本電波工業は、AIインフラ相場の中で「見落とされていた時間の部品」として再評価されている。GPUやHBMほど派手ではないが、AIデータセンターが巨大な分散計算機になるほど、同期とクロックの価値は上がる。水晶デバイスはその根元にある。","quote_start":1,"quote_end":123,"text_sha256":"e13e1942ee1dd28a464d83fee68f2a2555619e0d779d1dc56704a5cfbc494dcc","block_sha256":"e13e1942ee1dd28a464d83fee68f2a2555619e0d779d1dc56704a5cfbc494dcc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7f54400c-aa33-4bcd-9786-34216d309dbd/#blk_37c00efe-a010-4559-bd27-a885bdae9825"},{"id":"occ_2fae14255d503f441f268dac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7f54400c-aa33-4bcd-9786-34216d309dbd","work_id":"wrk_92b1be48-af4d-47d3-b49c-7e012dd6d016","block_id":"blk_c1e8f577-3d0c-4d18-b76f-27e0c71c613d","section_id":"sec_8a919447-0e3b-4d02-ba6d-0979572e5559","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"タイミングデバイスは、GPUやHBMのように1個数万円〜数十万円の部品ではない。一般的な水晶振動子は低単価で、発振器やTCXOになると単価が上がる。光トランシーバ向けの低ジッタ差動発振器や高安定TCXOは、汎用品より高単価になりやすいが","quote_start":0,"quote_end":118,"text_sha256":"ba969df8b8120bd83afc6950f5cafd64459050305c8a50c255cebb96ec37b54c","block_sha256":"ba969df8b8120bd83afc6950f5cafd64459050305c8a50c255cebb96ec37b54c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7f54400c-aa33-4bcd-9786-34216d309dbd/#blk_c1e8f577-3d0c-4d18-b76f-27e0c71c613d"},{"id":"occ_0bbe6712a519a9195143e0e8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7f54400c-aa33-4bcd-9786-34216d309dbd","work_id":"wrk_92b1be48-af4d-47d3-b49c-7e012dd6d016","block_id":"blk_ef2695ca-9807-4df1-852d-0519117be9a0","section_id":"sec_58ae692f-decd-45fd-8781-cefaad7d0f42","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"タイミングデバイスは目立たない。GPUやHBMのように派手な性能指標が前に出るわけではない。しかし、高速通信が進むほど、基準クロックの品質、位相雑音、ジッタ、温度安定性が効いてくる。特にAIデータセンターでは、800G/1.6T光通信、PCIe、","quote_start":0,"quote_end":123,"text_sha256":"85cb980d5ef708530797b45290e57eeb2147bcd7119f29add2fdef10668cd147","block_sha256":"85cb980d5ef708530797b45290e57eeb2147bcd7119f29add2fdef10668cd147","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7f54400c-aa33-4bcd-9786-34216d309dbd/#blk_ef2695ca-9807-4df1-852d-0519117be9a0"},{"id":"occ_18644673ac3f7afba6f77449","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7fd87260-401e-4d9b-830d-373e2a334bb7","work_id":"wrk_043383ac-e6be-4702-8cbf-cd5785e078f1","block_id":"blk_51657be2-dc30-424b-9ba6-0bb5e11f1950","section_id":"sec_87b47470-c4ae-4723-9f79-90fe4db7f9c9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"れは非常に難しい。半導体製造は、ロケットやEV工場以上に複雑で、EUV、歩留まり、材料、装置、先端パッケージ、HBM、熟練人材が絡む。","quote_start":6,"quote_end":73,"text_sha256":"d46ca4e47b027c42c9abdbdf8c6c77d163f332728a05148148a275ba25e37ba4","block_sha256":"d46ca4e47b027c42c9abdbdf8c6c77d163f332728a05148148a275ba25e37ba4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7fd87260-401e-4d9b-830d-373e2a334bb7/#blk_51657be2-dc30-424b-9ba6-0bb5e11f1950"},{"id":"occ_5127d236a05ae80fa8cff873","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_7fd87260-401e-4d9b-830d-373e2a334bb7","work_id":"wrk_043383ac-e6be-4702-8cbf-cd5785e078f1","block_id":"blk_8fd98ed9-de23-4937-82ca-88d9dacf992b","section_id":"sec_87b47470-c4ae-4723-9f79-90fe4db7f9c9","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"AIデータセンターにはGPUが必要だ。GPUにはHBMが必要だ。HBMには先端パッケージが必要だ。先端チップにはTSMC、Samsung、Intelのような製造能力が必要だ。","quote_start":0,"quote_end":87,"text_sha256":"f6c7ffb5ef133df061751c7cc3a94e95d254e73931505a93c63952f4e3c97e2b","block_sha256":"f6c7ffb5ef133df061751c7cc3a94e95d254e73931505a93c63952f4e3c97e2b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_7fd87260-401e-4d9b-830d-373e2a334bb7/#blk_8fd98ed9-de23-4937-82ca-88d9dacf992b"},{"id":"occ_ed522d2a4536bb3e4bdde178","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","work_id":"wrk_6b7cc31b-0ccb-4aeb-819d-546d9591fbdf","block_id":"blk_03284afd-4939-4a47-9e77-26e349722d5d","section_id":"sec_f286dca0-1795-4265-904a-a9e18b782472","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":37,"end":40,"exact":"HBM","quote":"「AIサーバー需要で次に不足しやすい部材は何だと思いますか？  \nGPUやHBMだけでなく、MLCC、インダクタ、PCB、電源部材、光通信部材にも波及していく可能性があります。」","quote_start":0,"quote_end":89,"text_sha256":"a10fb2c72f8810c9c3861b831ffa5bc9d0fd49325eeccb553995d0356c414cf1","block_sha256":"a10fb2c72f8810c9c3861b831ffa5bc9d0fd49325eeccb553995d0356c414cf1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23/#blk_03284afd-4939-4a47-9e77-26e349722d5d"},{"id":"occ_2e816eb3a75b9cac5cd6c323","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","work_id":"wrk_6b7cc31b-0ccb-4aeb-819d-546d9591fbdf","block_id":"blk_244c85d0-ae60-420e-a0ec-62c6726b0b30","section_id":"sec_2c058b6f-1ea6-4b10-9819-9156534b30f2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"一方で、専門性の高い投稿、たとえばAIデータセンター、半導体、MLCC、HBM、PCB、電源部材、投資仮説のような投稿は、全体ランキングでは見えにくくても、特定の興味クラスタのFor Youでは強く出ることがあります。","quote_start":0,"quote_end":109,"text_sha256":"ebc622cde7fa98d5a7ca6532111690910a322daeb3d8db4c97e2e7b5b027ccc1","block_sha256":"ebc622cde7fa98d5a7ca6532111690910a322daeb3d8db4c97e2e7b5b027ccc1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23/#blk_244c85d0-ae60-420e-a0ec-62c6726b0b30"},{"id":"occ_30a0ef552812321b44bd1984","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","work_id":"wrk_6b7cc31b-0ccb-4aeb-819d-546d9591fbdf","block_id":"blk_367d451e-a44d-4dc7-87f5-2090144338da","section_id":"sec_2a2b5efd-12a4-4797-82ef-fb93f419a2ec","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"「この視点はかなり重要だと思います。  \nAIDCではGPUやHBMが注目されがちですが、電源安定化のためのMLCCやインダクタも大量に必要になります。  \n部材側のボトルネックを見ると、別の企業群が見えてきます。」","quote_start":0,"quote_end":108,"text_sha256":"ea5d7fbada9baebaa2a76b1a2ae4d95af9e7e0cb5c10f670e8037ffade33054e","block_sha256":"ea5d7fbada9baebaa2a76b1a2ae4d95af9e7e0cb5c10f670e8037ffade33054e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23/#blk_367d451e-a44d-4dc7-87f5-2090144338da"},{"id":"occ_89e1451c56e27e8616abe437","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","work_id":"wrk_6b7cc31b-0ccb-4aeb-819d-546d9591fbdf","block_id":"blk_3d74e661-389a-4565-929b-cc208dca128b","section_id":"sec_a691c074-b92e-4c3a-ac0b-1ef7004eecb8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"MLCC離型膜やHBM4やPCB材料の投稿は、刺さる人には深く刺さりますが、母集団は限られます。","quote_start":0,"quote_end":48,"text_sha256":"07f2d238dbd253de6e8ebda30c8a39c0b84e856eec1019232057a445f0a40e99","block_sha256":"07f2d238dbd253de6e8ebda30c8a39c0b84e856eec1019232057a445f0a40e99","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23/#blk_3d74e661-389a-4565-929b-cc208dca128b"},{"id":"occ_d1a9b9853f44649a64b9d008","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","work_id":"wrk_6b7cc31b-0ccb-4aeb-819d-546d9591fbdf","block_id":"blk_6a93b8b1-9649-4c98-931c-2abb855468cf","section_id":"sec_462b64eb-e1f9-4ac4-a6f6-19396edfd3a8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"「HBMと比較して、AIDC向けMLCC需要はどの程度の規模になり得ると思いますか？」","quote_start":0,"quote_end":43,"text_sha256":"7e3d482fdad04464ac7eb95293edb0d7a23d0a27cf8a8c89cbd7e477669aed86","block_sha256":"7e3d482fdad04464ac7eb95293edb0d7a23d0a27cf8a8c89cbd7e477669aed86","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23/#blk_6a93b8b1-9649-4c98-931c-2abb855468cf"},{"id":"occ_298cd48ec827ab65db782afa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","work_id":"wrk_6b7cc31b-0ccb-4aeb-819d-546d9591fbdf","block_id":"blk_b1428345-6cac-4fdd-8e4a-49b71743f3bf","section_id":"sec_40cdf521-338f-4dc5-a3bb-23c38b1e698e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"AIデータセンター、MLCC、HBM、PCB、電源部材の投稿に継続的にいいねしているユーザーは、その分野に近い興味ベクトルを持つようになります。","quote_start":0,"quote_end":72,"text_sha256":"2dfc16c0776670d589c5b2a5d302c3d88e62ee1cdfb17c6aa06067452c3d56b7","block_sha256":"2dfc16c0776670d589c5b2a5d302c3d88e62ee1cdfb17c6aa06067452c3d56b7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23/#blk_b1428345-6cac-4fdd-8e4a-49b71743f3bf"},{"id":"occ_2257755362feb86412abadd1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_84a77d25-ab82-4d74-abb1-c248dd75257f","work_id":"wrk_81581cb4-a4e2-4f51-afae-e8f5e3c41099","block_id":"blk_05d08382-16c0-4520-9b1b-1cc2260345c8","section_id":"sec_3a631e65-5ddb-4349-b603-baaccefc3eb7","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4E"],"evidence":{"text_basis":"markdown","start":24,"end":29,"exact":"HBM4E","quote":"第一に、メモリースーパーサイクルが続くか。  \nHBM4E、カスタムHBM、ASIC向けメモリーが本当に伸び続けるのか。  \nそれとも2029年以降の供給増を市場が先に警戒し始めるのか。","quote_start":0,"quote_end":93,"text_sha256":"d81aa16dd4dff2d4ea49170db2302efe433d10636a8004c1f258dc95c01adb51","block_sha256":"d81aa16dd4dff2d4ea49170db2302efe433d10636a8004c1f258dc95c01adb51","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_84a77d25-ab82-4d74-abb1-c248dd75257f/#blk_05d08382-16c0-4520-9b1b-1cc2260345c8"},{"id":"occ_3b91f40d3b3006dd2f5b93b7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_84a77d25-ab82-4d74-abb1-c248dd75257f","work_id":"wrk_81581cb4-a4e2-4f51-afae-e8f5e3c41099","block_id":"blk_07408c26-5b27-4228-87ea-76219ac15bf1","section_id":"sec_ea9657ad-cb82-4263-94b2-059953e1c522","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"この年に確認されるのは、HBM、ガラスコア基板、光インターコネクト、液冷、電力、データセンターの建設進捗だけではない。  \nもっと大きいのは、アメリカという国家が、AIインフラをどこまで背負い続けられるのかという政治的な確認である","quote_start":0,"quote_end":115,"text_sha256":"3e790300a4204ccdfb820986b5de9e32a1ab5304beb4ea40ff2970fce3b39680","block_sha256":"3e790300a4204ccdfb820986b5de9e32a1ab5304beb4ea40ff2970fce3b39680","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_84a77d25-ab82-4d74-abb1-c248dd75257f/#blk_07408c26-5b27-4228-87ea-76219ac15bf1"},{"id":"occ_492aa55e7a4025ba146b79d0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_84a77d25-ab82-4d74-abb1-c248dd75257f","work_id":"wrk_81581cb4-a4e2-4f51-afae-e8f5e3c41099","block_id":"blk_19ff3d47-ac8c-45d9-9aca-af2bd603f9f4","section_id":"sec_ba536da6-3a6a-4725-adaf-46172683a506","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。  \n先端パッケージ。  \n光通信。  \n変圧器。  \n送電。  \n電源装置。  \n液冷。  \n原子力。  \nガス発電。  \nサイバー防衛。  \n政府・軍事向けAI。  \n国内半導体製造。  \nAI","quote_start":0,"quote_end":103,"text_sha256":"587ce5f25cbaae099424a609d00f52392719a69af96b1821ca69c2010f1f6913","block_sha256":"587ce5f25cbaae099424a609d00f52392719a69af96b1821ca69c2010f1f6913","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_84a77d25-ab82-4d74-abb1-c248dd75257f/#blk_19ff3d47-ac8c-45d9-9aca-af2bd603f9f4"},{"id":"occ_43b84d3baf7f25ad844def0c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_84a77d25-ab82-4d74-abb1-c248dd75257f","work_id":"wrk_81581cb4-a4e2-4f51-afae-e8f5e3c41099","block_id":"blk_27ec959b-671b-488a-8092-f921957f28f0","section_id":"sec_b5927373-beac-4b5e-b847-b06ba469c169","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":"o型なら、AIインフラは安全保障・対中競争・同盟国展開の文脈でさらに重視される可能性がある。  \nAIチップ、HBM、光通信、データセンター、クラウド輸出、同盟国AIネットワークは強いテーマになる。  \nただし、外交的にはより強硬で、地政学リスクも高くなる。","quote_start":4,"quote_end":133,"text_sha256":"2698e628dda0f795d3e065ec70c913616feb05e0cf8633ee2a55768dfbe59f59","block_sha256":"2698e628dda0f795d3e065ec70c913616feb05e0cf8633ee2a55768dfbe59f59","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_84a77d25-ab82-4d74-abb1-c248dd75257f/#blk_27ec959b-671b-488a-8092-f921957f28f0"},{"id":"occ_db6f917fec98321bf457c356","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_84a77d25-ab82-4d74-abb1-c248dd75257f","work_id":"wrk_81581cb4-a4e2-4f51-afae-e8f5e3c41099","block_id":"blk_3c5614d7-03a8-4b36-9c13-ef3006df5c9a","section_id":"sec_ea9657ad-cb82-4263-94b2-059953e1c522","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"GPUが足りない。  \nHBMが足りない。  \nCoWoSが足りない。  \n変圧器が足りない。  \n液冷が足りない。  \n電力が足りない。","quote_start":0,"quote_end":69,"text_sha256":"a319b417530ae182e467b8f41a11cfd8c9b715f2b788a13dc012fd5055097d8e","block_sha256":"a319b417530ae182e467b8f41a11cfd8c9b715f2b788a13dc012fd5055097d8e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_84a77d25-ab82-4d74-abb1-c248dd75257f/#blk_3c5614d7-03a8-4b36-9c13-ef3006df5c9a"},{"id":"occ_70a7e859fcd0fb04158592ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_84a77d25-ab82-4d74-abb1-c248dd75257f","work_id":"wrk_81581cb4-a4e2-4f51-afae-e8f5e3c41099","block_id":"blk_42178da7-6a49-4b61-b408-24c375ea5580","section_id":"sec_c1c7e718-e13c-4d41-ae24-abb76abb9cab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"AIインフラ相場は、技術的にはまだ強い。  \nHBM需要は続く。  \n光インターコネクトは本格化する。  \nガラスコア基板も最上位パッケージから採用確認に入る。  \n電力設備も不足する。","quote_start":0,"quote_end":93,"text_sha256":"643f63dff672057a6433e9056994896af59b7979752f05a00e70ef0f7642feec","block_sha256":"643f63dff672057a6433e9056994896af59b7979752f05a00e70ef0f7642feec","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_84a77d25-ab82-4d74-abb1-c248dd75257f/#blk_42178da7-6a49-4b61-b408-24c375ea5580"},{"id":"occ_a85c706ca1e0cfd8d388420f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_84a77d25-ab82-4d74-abb1-c248dd75257f","work_id":"wrk_81581cb4-a4e2-4f51-afae-e8f5e3c41099","block_id":"blk_723ffc2f-8564-4747-81b6-1527d1d9439c","section_id":"sec_c1c7e718-e13c-4d41-ae24-abb76abb9cab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"AIインフラ投資家は、半導体、電源、液冷、光通信、HBMを見ている。  \nしかし有権者は、電気代、家計、ガソリン価格、水資源、雇用、地域環境を見ている。","quote_start":0,"quote_end":76,"text_sha256":"093437bb8eeb9cea5a0935d0ea392ceeb585f8915d804832f160ec0af7bca7f8","block_sha256":"093437bb8eeb9cea5a0935d0ea392ceeb585f8915d804832f160ec0af7bca7f8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_84a77d25-ab82-4d74-abb1-c248dd75257f/#blk_723ffc2f-8564-4747-81b6-1527d1d9439c"},{"id":"occ_00693bed98253c148708a0ad","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_84a77d25-ab82-4d74-abb1-c248dd75257f","work_id":"wrk_81581cb4-a4e2-4f51-afae-e8f5e3c41099","block_id":"blk_797f91c1-337b-4469-9356-bfec7a2ed04c","section_id":"sec_01761af6-c33f-416b-a595-aad2f9890121","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":56,"end":59,"exact":"HBM","quote":"認可緩和、電力インフラ、ガス発電、原子力、対中AI競争、同盟国AI輸出、国内半導体製造が強くなる。  \n市場はHBM、電力、光、液冷、先端パッケージ、カスタムASICを買いやすい。","quote_start":1,"quote_end":91,"text_sha256":"b7f23f7c111c265aa1ccc4a430829390e1d251c0fccf192295c085270e187167","block_sha256":"b7f23f7c111c265aa1ccc4a430829390e1d251c0fccf192295c085270e187167","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_84a77d25-ab82-4d74-abb1-c248dd75257f/#blk_797f91c1-337b-4469-9356-bfec7a2ed04c"},{"id":"occ_9d8bd541beda97cbd2f2e196","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_84a77d25-ab82-4d74-abb1-c248dd75257f","work_id":"wrk_81581cb4-a4e2-4f51-afae-e8f5e3c41099","block_id":"blk_b11d95e4-d73a-43ea-bcdc-201ea5f09165","section_id":"sec_7ef253af-8740-41e4-80fc-98a45b5f3d08","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"データセンター、電力会社、送電、変圧器、天然ガス、原子力、液冷、AIサーバー、HBM、先端パッケージ、光通信、カスタムASICに資金が流れやすい。  \n「AIを建てること」が国家政策になるからだ。","quote_start":0,"quote_end":98,"text_sha256":"fb4cba2170d07a0508791b1a98eacffb5a334eda1ea575716e5c47f92e4d4d0e","block_sha256":"fb4cba2170d07a0508791b1a98eacffb5a334eda1ea575716e5c47f92e4d4d0e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_84a77d25-ab82-4d74-abb1-c248dd75257f/#blk_b11d95e4-d73a-43ea-bcdc-201ea5f09165"},{"id":"occ_4a1fc0b6817688e2a5457962","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89aecdf6-89fd-445d-a71c-7e189e82904d","work_id":"wrk_ba5a7d4f-28ea-48c9-9ce8-ad54ea806099","block_id":"blk_68a09310-6360-4249-bd2e-59db572a28b1","section_id":"sec_d17f0a97-9616-4658-9dbe-53d64ae256dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBM用PHY\n- PCIe用SerDes\n- メモリーコントローラー\n- 電源端子\n- その他のチップレット接続","quote_start":0,"quote_end":59,"text_sha256":"efadce3f6580e4ea325ddcf443bf536e358d7641d912fc3961f2555fc0fc8f76","block_sha256":"efadce3f6580e4ea325ddcf443bf536e358d7641d912fc3961f2555fc0fc8f76","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89aecdf6-89fd-445d-a71c-7e189e82904d/#blk_68a09310-6360-4249-bd2e-59db572a28b1"},{"id":"occ_e765da70ce730a747eb888d3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":0,"end":3,"exact":"HBM","quote":"HBMは本当に最も高価なメモリーなのか","quote_start":0,"quote_end":19,"text_sha256":"26523861661a87210c0c30aba3d902b06d078e1d44e3d2d3200434f451f6711d","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/"},{"id":"occ_49d029d21ced15c4861407a3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_015f4e8c-c34f-4c11-80cb-fcab25c1553d","section_id":"sec_258b1b75-cd98-4962-9d66-e345e774f966","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":110,"end":113,"exact":"HBM","quote":"み込みSRAM受注\n  ↓\n先端ファブの稼働率上昇\n  ↓\n歩留まりと設計実績が改善\n  ↓\nSamsung HBM採用率上昇\n  ↓\n先端パッケージ受注\n  ↓\nDRAM / SSDへクロスセル\n  ↓\n次世代ASICも継続受注\n```","quote_start":55,"quote_end":174,"text_sha256":"3f9e73a0e4da5ae060816664d5a6e6cd452585506f44cd1af32815ece6b6ace7","block_sha256":"3f9e73a0e4da5ae060816664d5a6e6cd452585506f44cd1af32815ece6b6ace7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_015f4e8c-c34f-4c11-80cb-fcab25c1553d"},{"id":"occ_aecf789afb50d5ff3190485f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_0989c340-b24a-48cc-a594-cea894e28e36","section_id":"sec_13cad8a2-a2af-4171-aca0-fd6c9d8a1ef8","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"モデルは、Intel FoundryがASIC、SRAM、EMIB、Foveros、テスト、パッケージを担い、HBMはSK hynix、Samsung、Micronなど外部企業と組み合わせる**オープン統合型**である。Samsungのような完全垂直統合ではないが、顧客が複数社のHBMやチップレットを自由に組み合わ","quote_start":10,"quote_end":168,"text_sha256":"afbbe2a6cd86388bb95694b6e40b7c2a778dafb8be7dd4a45e1c5b9eb568c5a4","block_sha256":"afbbe2a6cd86388bb95694b6e40b7c2a778dafb8be7dd4a45e1c5b9eb568c5a4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_0989c340-b24a-48cc-a594-cea894e28e36"},{"id":"occ_0546b37e17d375c37e50bd7b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_09c5772d-1f58-439d-9712-37f0e62275ff","section_id":"sec_97f97111-c5c3-43d1-9a0c-4aec7d679f79","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":91,"end":94,"exact":"HBM","quote":" FoundryがASICを製造\n  ↓\nASIC内部のSRAMもSamsung工程\n  ↓\nSamsung HBMを組み合わせる\n  ↓\nSamsungの2.5D / 3Dパッケージで統合\n  ↓\nラック側にSamsung DDR / SSDを供給\n```","quote_start":36,"quote_end":165,"text_sha256":"3e36b15f8d79b4a74917e8110c5da60d51302660f0b9e99bb8bd22df4c761466","block_sha256":"3e36b15f8d79b4a74917e8110c5da60d51302660f0b9e99bb8bd22df4c761466","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_09c5772d-1f58-439d-9712-37f0e62275ff"},{"id":"occ_f6e3a3c944254643ab48e644","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_0f4456ef-e8c2-4bb8-ac61-0b5eee61f57e","section_id":"sec_c7c61ea4-766e-440d-9f4f-1a3d8e230c7d","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"SamsungがロジックとHBMの両方を供給すれば、SRAM容量とHBM帯域の配分、HBMコントローラー、ベースダイ、信号電圧、電力管理、パッケージ配線、熱設計を同じロードマップで調整しやすくなる。","quote_start":0,"quote_end":99,"text_sha256":"4e21aa0e1100b4b538b3244b3a2dc26cb3f015d36c3409e7a5a8d34fba61a88c","block_sha256":"4e21aa0e1100b4b538b3244b3a2dc26cb3f015d36c3409e7a5a8d34fba61a88c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_0f4456ef-e8c2-4bb8-ac61-0b5eee61f57e"},{"id":"occ_b7127eefe9c782c0dbaad5f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_100119e7-331b-487a-a112-d294ed6149fb","section_id":"sec_ce5bc4a0-02e4-4c9f-b432-7a237ceb4390","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"1GB当たりの概算を、SRAMは150から300ドル、HBMは10から15ドルと置くと、次のようになる。","quote_start":0,"quote_end":52,"text_sha256":"d9ae8268d95001fe286faa3a820c51c3a94d17012b3b912eeb482cb2f25ca3eb","block_sha256":"d9ae8268d95001fe286faa3a820c51c3a94d17012b3b912eeb482cb2f25ca3eb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_100119e7-331b-487a-a112-d294ed6149fb"},{"id":"occ_1eb9a0e471a4336bb0e629ae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_1168d3ed-2f9b-440e-bf1a-fd6850f4bac3","section_id":"sec_997e0445-d9ff-47bf-b40f-47ffdb10025c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"SemiAnalysisは、H100に使われる80GBのHBMについて、NVIDIAの調達費を約1,150ドルと推計していた。([SemiAnalysis][1])","quote_start":0,"quote_end":82,"text_sha256":"ddf6b5937c2dd4902bc2e7f544a3d23a343c8afb95df09c6e39ed8697d1d9fcf","block_sha256":"ddf6b5937c2dd4902bc2e7f544a3d23a343c8afb95df09c6e39ed8697d1d9fcf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_1168d3ed-2f9b-440e-bf1a-fd6850f4bac3"},{"id":"occ_ecd79722d7f626bd54e74efb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_13a4cb93-fbc3-4c92-bfc9-69835d734b61","section_id":"sec_bb74a2df-aa45-4b57-968e-4e6d1599013a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"実際、AIアクセラレーターには数十GBから数百GBのHBMが搭載される。複数のDRAMダイを積み、TSVで縦に接続し、ベースダイと先端パッケージを使い、GPUやAI ASICのすぐ横へ置く。部品一式の金額として見れば、HBMはGPU原価の中でも非常に目立つ。","quote_start":0,"quote_end":129,"text_sha256":"8e38b8b0d3167ff2bcb496212eeece055d204b23527cca5e8fbd0ee1b858d029","block_sha256":"8e38b8b0d3167ff2bcb496212eeece055d204b23527cca5e8fbd0ee1b858d029","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_13a4cb93-fbc3-4c92-bfc9-69835d734b61"},{"id":"occ_ec3bfdf8a3853c9670a6eea2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_1511a1be-88d1-4af5-b281-91070f63e668","section_id":"sec_84b44525-b6cd-43bb-ad64-922836cfe91b","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは高い。けれど、いちばん高いという言い方は、少し雑です。","quote_start":0,"quote_end":31,"text_sha256":"0b453fddc763a5ecb934d3821869ce465a31dd6511a7d8acb7fdc64f5e4ce2d5","block_sha256":"0b453fddc763a5ecb934d3821869ce465a31dd6511a7d8acb7fdc64f5e4ce2d5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_1511a1be-88d1-4af5-b281-91070f63e668"},{"id":"occ_8b790074249dde5c78ea2b94","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_1725547b-f09c-4f23-b454-775d99d569a9","section_id":"sec_340dc577-dd28-46ea-965d-53d9fd0b8aa4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"現在はDRAM価格が急騰したため、特定の契約ではDDR、LPDDRとHBMの価格差がかなり縮小している。これは恒久的な技術コストの逆転というより、供給不足による市況の影響である。","quote_start":0,"quote_end":89,"text_sha256":"9a0d898b4558062e7ea822b777216b02440b108386741d06da29f3526582cf61","block_sha256":"9a0d898b4558062e7ea822b777216b02440b108386741d06da29f3526582cf61","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_1725547b-f09c-4f23-b454-775d99d569a9"},{"id":"occ_c3a067437d621f7d5fc31ae5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_1816da38-be4c-4d09-ab01-04be4d62bf00","section_id":"sec_bb74a2df-aa45-4b57-968e-4e6d1599013a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"> **レジスタ ＞ オンチップSRAM ＞ HBM ＞ DDR / LPDDR ＞ NAND**","quote_start":0,"quote_end":49,"text_sha256":"0a64ff0ea719086afbd8993ca06003e3c87bc375470ecd55f0698dc24fd9e0f2","block_sha256":"0a64ff0ea719086afbd8993ca06003e3c87bc375470ecd55f0698dc24fd9e0f2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_1816da38-be4c-4d09-ab01-04be4d62bf00"},{"id":"occ_92beeaf13b5cd8df1f08ae2f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_1b7a591a-c918-4e15-a434-9b59acf554ea","section_id":"sec_805cea77-5542-49ff-bf2b-a616968b7223","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":"*では、レジスタとSRAMが最上位に来る。\n2. **AIアクセラレーターの部品総額**では、搭載容量の大きいHBMが最大になりやすい。\n3. **供給網の支配力**では、ファウンドリー、メモリーメーカー、先端パッケージをまとめられる企業が強くなる。","quote_start":17,"quote_end":142,"text_sha256":"78e579b9e04467f2ca14fa7d0eff2c0cacd042683f941684c9c18d4b08164b11","block_sha256":"78e579b9e04467f2ca14fa7d0eff2c0cacd042683f941684c9c18d4b08164b11","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_1b7a591a-c918-4e15-a434-9b59acf554ea"},{"id":"occ_2ff5c9a9bbe60cf2bc1f3758","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_2fc36e49-8370-411a-9328-981694113196","section_id":"sec_2fddcd8f-9349-4fac-b346-b09b9065f976","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"SamsungはAI時代において、HBMだけでなく、高性能ストレージや大容量NANDも必要になると説明し、QLC第9世代V-NANDをサーバーSSDへ展開している。([Samsung Semiconductor Global][21])","quote_start":0,"quote_end":118,"text_sha256":"87f611fb8a8dea488ece2af48275ff5421ea12767726482f974e3edab88167af","block_sha256":"87f611fb8a8dea488ece2af48275ff5421ea12767726482f974e3edab88167af","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_2fc36e49-8370-411a-9328-981694113196"},{"id":"occ_9960080a8267b470f3907c74","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_309dac20-db3d-4c70-ab88-b0f062e869ed","section_id":"sec_13cad8a2-a2af-4171-aca0-fd6c9d8a1ef8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"ただしIntelは現在、SamsungのようにHBMやNANDを自社供給できない。IntelはNAND / SSD事業をSK hynixへ売却し、Solidigmとして分離した。([Intel][23])","quote_start":0,"quote_end":102,"text_sha256":"55481b355908424ee0807644114798f323534065d822c8cfb9bdcea8d9d8c1cb","block_sha256":"55481b355908424ee0807644114798f323534065d822c8cfb9bdcea8d9d8c1cb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_309dac20-db3d-4c70-ab88-b0f062e869ed"},{"id":"occ_1e45a7fc153de89529ccadf1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_40b12a85-bd25-476d-9e7d-b2854c027119","section_id":"sec_399eaaf1-fe49-4a17-b82c-89c3043c0b4d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## 7. なぜHBMが一番高く見えるのか","quote_start":0,"quote_end":21,"text_sha256":"0cce04592b611c956698791604cf0c779fee8de38e970d6f90ebe4b98cfce03b","block_sha256":"0cce04592b611c956698791604cf0c779fee8de38e970d6f90ebe4b98cfce03b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_40b12a85-bd25-476d-9e7d-b2854c027119"},{"id":"occ_66f87f5e3ace206c8b0f5b87","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_424e58e9-a1ac-4de4-998e-9b8a45e2ed8a","section_id":"sec_fd946d55-4d04-4fdc-a3a7-625b9f7497bd","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"演算器の手に握られたレジスタ。炉心のそばに刻まれたSRAM。塔のように積まれたHBM。都市の引き出しであるDRAM。遠い地下書庫のNAND。","quote_start":0,"quote_end":70,"text_sha256":"3a4b010a080061b8b0d8be05834d283f20d8bff2718b1d9fe6742535544a0491","block_sha256":"3a4b010a080061b8b0d8be05834d283f20d8bff2718b1d9fe6742535544a0491","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_424e58e9-a1ac-4de4-998e-9b8a45e2ed8a"},{"id":"occ_a74dfdd850f3e5e48d15ec5f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_44986edb-4c8f-4bd6-9048-96e95f7728c7","section_id":"sec_997e0445-d9ff-47bf-b40f-47ffdb10025c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 3. HBMの実価格はどれくらいか","quote_start":0,"quote_end":20,"text_sha256":"7e97a017b5f7a016732ed0b6aa397b4f0a1f17afea3ebd0580594028415fb50e","block_sha256":"7e97a017b5f7a016732ed0b6aa397b4f0a1f17afea3ebd0580594028415fb50e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_44986edb-4c8f-4bd6-9048-96e95f7728c7"},{"id":"occ_e48d337379eb4ce70012b7a9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_457d560f-4a2d-4173-b9c1-3939d116201d","section_id":"sec_97f97111-c5c3-43d1-9a0c-4aec7d679f79","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"TSMCでもASIC、SRAM、先端パッケージまでは提供できる。しかしTSMCはHBM、DRAM、NANDを自社製品として製造していない。外部のSamsung、SK hynix、Micron、Kioxia、Solidigmなどと組み合わせる必要がある。","quote_start":0,"quote_end":126,"text_sha256":"8ebce3b7c107ed06e1d3edc064fa7e4aa7e95b6ea6928d7adc39ee61f6e6cffc","block_sha256":"8ebce3b7c107ed06e1d3edc064fa7e4aa7e95b6ea6928d7adc39ee61f6e6cffc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_457d560f-4a2d-4173-b9c1-3939d116201d"},{"id":"occ_788738aa144a4477d32c7852","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_458475ec-6bce-4b0d-8ebf-93b189913386","section_id":"sec_c7c61ea4-766e-440d-9f4f-1a3d8e230c7d","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"また、AI企業が別々の企業から調達する場合、TSMCがASIC、SK hynixがHBM、OSATがパッケージ、別企業が基板という複数契約になる。どこか一つでも遅れれば、完成アクセラレーターを出荷できない。Samsungへ一括発注できれば、少なくとも理論上は、ロジックウェハー、HBM、パ","quote_start":0,"quote_end":144,"text_sha256":"5f49976809bf715b5da0153f2b8b9bf9d1742f326f7fb38be03d6eb07db39519","block_sha256":"5f49976809bf715b5da0153f2b8b9bf9d1742f326f7fb38be03d6eb07db39519","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_458475ec-6bce-4b0d-8ebf-93b189913386"},{"id":"occ_ce5687740a831d7ca88dd2eb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_46917c5d-2d14-47e2-9b7b-35c9aa712387","section_id":"sec_afff5344-7d94-4186-95ff-5d2fe8975953","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"上のHBM総額は、単純な容量単価の比較である。実際のAIアクセラレーターでは、HBMの費用に加えて、次の要素が必要になる。","quote_start":0,"quote_end":61,"text_sha256":"c59b701282d7ffc3b6b22ffd55492391cb0113affd1386a829e83d2529e60046","block_sha256":"c59b701282d7ffc3b6b22ffd55492391cb0113affd1386a829e83d2529e60046","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_46917c5d-2d14-47e2-9b7b-35c9aa712387"},{"id":"occ_f2b99ceedffa8ab0f9f50575","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_49829741-d2c9-4966-9a70-cc0de72f6498","section_id":"sec_13cad8a2-a2af-4171-aca0-fd6c9d8a1ef8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":99,"end":102,"exact":"HBM","quote":"IB、Foveros、大型チップレットパッケージ、UCIeを利用したオープンな統合である。EMIB-Tは将来のHBM搭載を想定した大規模パッケージ向け技術として位置づけられている。([Intel Community][22])","quote_start":44,"quote_end":157,"text_sha256":"0828e3d35d0af6c74dbc73ec73b73ab5989b89c75c0d57e2d1dac3126b4e8090","block_sha256":"0828e3d35d0af6c74dbc73ec73b73ab5989b89c75c0d57e2d1dac3126b4e8090","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_49829741-d2c9-4966-9a70-cc0de72f6498"},{"id":"occ_52f7d5a2b303c17115f3956f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_4c13eda9-6f80-4018-ad47-113bf7032bcd","section_id":"sec_981e568f-a166-423b-a005-c52ed82abd97","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":134,"end":137,"exact":"HBM","quote":"けシリコンが必要か | レジスタ、SRAM |\n| 部品一個当たり | その部品を買うと、いくらになるか | HBMスタック、HBM一式 |\n| システム全体への負担 | ダイ面積、歩留まり、電力、パッケージをどれだけ悪化させるか | SRAM、HBM、先端パッケージ |","quote_start":79,"quote_end":215,"text_sha256":"fe02274a42983a81bbfe38b508a4924ff996bbaaf50203286e3d3c3c8e2a6691","block_sha256":"fe02274a42983a81bbfe38b508a4924ff996bbaaf50203286e3d3c3c8e2a6691","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_4c13eda9-6f80-4018-ad47-113bf7032bcd"},{"id":"occ_03b8fce0449a7a42df3ff4c9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_4e415a1f-a903-4cef-859e-a8412518759c","section_id":"sec_981e568f-a166-423b-a005-c52ed82abd97","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"一方、HBMは1スタックで24GB、36GBなどの大容量を持ち、複数スタックをGPUの周囲へ搭載する。そのため、1GB当たりではSRAMより安くても、**搭載容量が大きいため部品総額では非常に高くなる**。","quote_start":0,"quote_end":103,"text_sha256":"818826b75fd7bed1ba2591fcbb32052db0a9b03cea4a6e90a9058daa587ce575","block_sha256":"818826b75fd7bed1ba2591fcbb32052db0a9b03cea4a6e90a9058daa587ce575","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_4e415a1f-a903-4cef-859e-a8412518759c"},{"id":"occ_e9bcb3b958b6ca6cfc7e9741","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_4eab0ec4-28a4-4740-90cd-f983ec9e9474","section_id":"sec_bb74a2df-aa45-4b57-968e-4e6d1599013a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":49,"end":52,"exact":"HBM","quote":"この順番が意外に見えるのは、「部品一式の価格」と「1bit当たりの価格」を混同しやすいからである。HBMは請求書上で大きく見える。一方、SRAMとレジスタはロジックダイの中に埋め込まれ、GPUやAI ASICのダイ価格として隠れている。","quote_start":0,"quote_end":118,"text_sha256":"0decd94fd8dab42be851386205ce2411a5c6f1ed60a1ccbb2003e005a711aacb","block_sha256":"0decd94fd8dab42be851386205ce2411a5c6f1ed60a1ccbb2003e005a711aacb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_4eab0ec4-28a4-4740-90cd-f983ec9e9474"},{"id":"occ_ec516683365ff027cd548577","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_52498792-74d7-4b64-97b3-e18d801b6432","section_id":"sec_dca2de76-490c-4d78-a620-f506236e62af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"**Sil-Kathna:** 一粒の宝石と、塔ひとつの値段を比べてはならぬ。SRAMは小さな宝石、HBMは高く積まれた塔。","quote_start":0,"quote_end":62,"text_sha256":"24386477a20d75a1122ba2801250aae1131fc542476085d90ce00caca0c8968b","block_sha256":"24386477a20d75a1122ba2801250aae1131fc542476085d90ce00caca0c8968b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_52498792-74d7-4b64-97b3-e18d801b6432"},{"id":"occ_3da00c4166d56e0d54d100f7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_52c91963-2450-411a-aa76-cc92dd98c6a7","section_id":"sec_399eaaf1-fe49-4a17-b82c-89c3043c0b4d","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":98,"end":101,"exact":"HBM","quote":"1GB当たり | SRAM、レジスタ | 先端ロジック面積を大量に使う |\n| AIアクセラレーター1個 | HBM | 数十から数百GBを搭載する |\n| ラック全体 | HBM | チップ数分だけHBM総量が積み上がる |\n| ダイ面積への負担 | SRAM、レジスタ | ロジックダイを大型化し、歩留まりを下げ","quote_start":43,"quote_end":201,"text_sha256":"81c3e9bdd3243420bd013bb44622c286fc329e4d4b53f9b4855de556c0b37c4e","block_sha256":"81c3e9bdd3243420bd013bb44622c286fc329e4d4b53f9b4855de556c0b37c4e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_52c91963-2450-411a-aa76-cc92dd98c6a7"},{"id":"occ_130cd90745e51fca1c1977f1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_5374d7d9-d345-4a89-a706-a0736718f7c4","section_id":"sec_ce5bc4a0-02e4-4c9f-b432-7a237ceb4390","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":" | 仮定 |\n| --- | --- |\n| オンチップSRAM | 256MB = 0.25GB |\n| HBM | 192GB |\n| 1ラック当たり | 72アクセラレーター |","quote_start":4,"quote_end":97,"text_sha256":"3971330478f3db406e5f661bc6b127bf7d50d27007a415fd99f9e0cb169b4eb8","block_sha256":"3971330478f3db406e5f661bc6b127bf7d50d27007a415fd99f9e0cb169b4eb8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_5374d7d9-d345-4a89-a706-a0736718f7c4"},{"id":"occ_112d78d84795213537252059","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_53759054-6578-4a0c-ad44-e6b886324a10","section_id":"sec_399eaaf1-fe49-4a17-b82c-89c3043c0b4d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":43,"end":46,"exact":"HBM","quote":"そのため、1GB当たりではSRAMより安くても、**搭載容量が数百倍大きいので総額ではHBMが最大になりやすい**。","quote_start":0,"quote_end":58,"text_sha256":"7c0ec80f49685a9dc82d606fee070f82e5de9ce29ecb450d40e1823d25693123","block_sha256":"7c0ec80f49685a9dc82d606fee070f82e5de9ce29ecb450d40e1823d25693123","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_53759054-6578-4a0c-ad44-e6b886324a10"},{"id":"occ_97f4a9140e834cf8102d2db0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_5a8bee54-1b0b-42cf-8f65-c4739c37b5d4","section_id":"sec_f1e03b31-d8a6-4d8b-bed7-4036e171ecfc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"# HBMは本当に最も高価なメモリーなのか","quote_start":0,"quote_end":21,"text_sha256":"35e8c199cfe74d7c5b60548615866ca8406229ce56de1b13f935128784351968","block_sha256":"35e8c199cfe74d7c5b60548615866ca8406229ce56de1b13f935128784351968","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_5a8bee54-1b0b-42cf-8f65-c4739c37b5d4"},{"id":"occ_0e907ec3716df9013defebdd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_5fc2fd91-11fd-4a27-90be-99d152cca822","section_id":"sec_fd946d55-4d04-4fdc-a3a7-625b9f7497bd","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは高塔であり、SRAMは聖域である。どちらも必要で、どちらも不足すれば、計算する文明の呼吸は乱れる。","quote_start":0,"quote_end":53,"text_sha256":"4d5d69f95937495d13ab654106e8aeda07935f93b232cf6cfeb5c1c3c0901a02","block_sha256":"4d5d69f95937495d13ab654106e8aeda07935f93b232cf6cfeb5c1c3c0901a02","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_5fc2fd91-11fd-4a27-90be-99d152cca822"},{"id":"occ_7d26925b63c0c10208c3f407","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_5fed7a97-b536-4e04-984f-5173f8dcffe3","section_id":"sec_bb74a2df-aa45-4b57-968e-4e6d1599013a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## レジスタ、SRAM、HBM、DRAMを1bit当たりと製品総額の両方から読む","quote_start":0,"quote_end":41,"text_sha256":"cae78563899a612d67fcc4a87e85182de0b95c57418dc29fcda105354bb7cf3d","block_sha256":"cae78563899a612d67fcc4a87e85182de0b95c57418dc29fcda105354bb7cf3d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_5fed7a97-b536-4e04-984f-5173f8dcffe3"},{"id":"occ_71341adcfc78e5b1b8e733c1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_609ca58e-f8f3-4daf-b8f1-17f1bf6fc316","section_id":"sec_afff5344-7d94-4186-95ff-5d2fe8975953","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"## 13. HBM総額にはさらに費用が加わる","quote_start":0,"quote_end":23,"text_sha256":"879414fe194cd76f3f10568f19439ad7a8e811e07c4b2dae01f72a53a8f73ad5","block_sha256":"879414fe194cd76f3f10568f19439ad7a8e811e07c4b2dae01f72a53a8f73ad5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_609ca58e-f8f3-4daf-b8f1-17f1bf6fc316"},{"id":"occ_7940d7c973865255394d5bd9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_60be4470-25a2-4065-b8ed-e2170f40a615","section_id":"sec_b0c53337-d6e7-475e-9f3a-97e0a38b9138","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":94,"end":97,"exact":"HBM","quote":"換え、標準セルの置き換え、回路配置の再設計、タイミング検証、消費電力検証、マスクの再作成、ソフトウェア再検証、HBMとパッケージの再認証が必要になる。","quote_start":39,"quote_end":114,"text_sha256":"cbb79dfe3c6979aa6d3dc2adc4b0af3787d8d01b91af470b13bd85c65ec184a7","block_sha256":"cbb79dfe3c6979aa6d3dc2adc4b0af3787d8d01b91af470b13bd85c65ec184a7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_60be4470-25a2-4065-b8ed-e2170f40a615"},{"id":"occ_c763482cbd396636b5c383b4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_6180f903-4b59-417e-bb19-61e1a868e711","section_id":"sec_399eaaf1-fe49-4a17-b82c-89c3043c0b4d","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"一方HBMは、24GBや36GBのスタックを4個、6個、8個と搭載する。MicronのHBM3Eは24GBまたは36GB、HBM4も36GBの12層構成を持つ。([Micron Technology][2])","quote_start":0,"quote_end":104,"text_sha256":"969eca4c742f91530c574550a279290401f87d7e63b094b2aecfea6f5ecdcc90","block_sha256":"969eca4c742f91530c574550a279290401f87d7e63b094b2aecfea6f5ecdcc90","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_6180f903-4b59-417e-bb19-61e1a868e711"},{"id":"occ_13a4f95fe5db266fef306222","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_62195fef-2d10-4888-acae-cb74b2277594","section_id":"sec_450d6015-5af8-40d6-b039-b12df33fbe1e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"3D積層は、SRAMをHBM並みに安くする技術ではない。**巨大な単一ダイにSRAMを追加するより、経済的に容量を増やしやすくする技術**である。SRAMのスケーリングは5nm以降停滞しており、3nmや2nmへ移ってもロジックほ","quote_start":0,"quote_end":114,"text_sha256":"af24cea81403b79e6cccdd4f603574aee5de46939accaa970d59287098923b5a","block_sha256":"af24cea81403b79e6cccdd4f603574aee5de46939accaa970d59287098923b5a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_62195fef-2d10-4888-acae-cb74b2277594"},{"id":"occ_7f4278d5b56a0b01564cf92e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_6485b40e-0128-48e6-8601-22d14188db6e","section_id":"sec_97f97111-c5c3-43d1-9a0c-4aec7d679f79","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"## 16. Samsungの強みは、SRAMからHBM、NAND、パッケージまで束ねられること","quote_start":0,"quote_end":48,"text_sha256":"c3ea5efbd89feff26344cbe76a9415295136786a4d38b7bb6d97b4d0c885ef41","block_sha256":"c3ea5efbd89feff26344cbe76a9415295136786a4d38b7bb6d97b4d0c885ef41","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_6485b40e-0128-48e6-8601-22d14188db6e"},{"id":"occ_152f14bb97ee883f2c93fb6c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_659379d3-be13-40fa-9fe5-bd307b241630","section_id":"sec_ce5bc4a0-02e4-4c9f-b432-7a237ceb4390","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"ここからは、SRAMとHBMの総額を比べるために、比較用AIアクセラレーターを置く。","quote_start":0,"quote_end":42,"text_sha256":"8fa4f7795a92722b5ad87fbbd5fa8476f8f80eb51cb5db695f84b3f82328879f","block_sha256":"8fa4f7795a92722b5ad87fbbd5fa8476f8f80eb51cb5db695f84b3f82328879f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_659379d3-be13-40fa-9fe5-bd307b241630"},{"id":"occ_48c61d15c4394753bf8a45b5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_6922a9e2-93fa-477e-8bda-d1e7ad78715a","section_id":"sec_97f97111-c5c3-43d1-9a0c-4aec7d679f79","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":49,"end":52,"exact":"HBM","quote":"Samsungは、これらを社内で束ねられる点が異なる。Samsung Foundryは、ロジック、HBM、先端パッケージを統一した開発環境で共同最適化することを明示している。([Samsung Semiconductor Global][19])","quote_start":0,"quote_end":123,"text_sha256":"9a71f0e0d1f7477fca58bd77dc578812e1a378d9be550f96660e1424582133ee","block_sha256":"9a71f0e0d1f7477fca58bd77dc578812e1a378d9be550f96660e1424582133ee","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_6922a9e2-93fa-477e-8bda-d1e7ad78715a"},{"id":"occ_d796e0c8727fb799e43c39da","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_6a46c7ef-2f2c-4b76-a01d-f43a05808209","section_id":"sec_2fddcd8f-9349-4fac-b346-b09b9065f976","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"ここは区別が必要である。HBMはAIアクセラレーターのパッケージに直接搭載されるため、ASIC受注と結びつきやすい部品である。しかしNANDは通常、ASICパッケージには入らない。","quote_start":0,"quote_end":90,"text_sha256":"fcd3661381d45826184aca5facdb7a708b835c2f27138f5b7d3fd915724c9f26","block_sha256":"fcd3661381d45826184aca5facdb7a708b835c2f27138f5b7d3fd915724c9f26","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_6a46c7ef-2f2c-4b76-a01d-f43a05808209"},{"id":"occ_1a540845c94f2c5410fe4524","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_6ae2ba8d-27d2-42d5-bdfd-8c61f9bddc98","section_id":"sec_4dd23398-cb63-4226-85fb-789dc8eda965","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"DRAM、HBM、NANDは、Samsung Electronics、SK hynix、Micronなどが独立したメモリーダイとして大量生産する。一方、AI ASICで使われるSRAMの大部分は、演算器や制御回路と同","quote_start":0,"quote_end":108,"text_sha256":"ef47125fdbe6d08400c2dccbd9d4f30319891f15b1a192fbdcfbcfb5006562a6","block_sha256":"ef47125fdbe6d08400c2dccbd9d4f30319891f15b1a192fbdcfbcfb5006562a6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_6ae2ba8d-27d2-42d5-bdfd-8c61f9bddc98"},{"id":"occ_319768ec781b0960dd663856","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_6bc165c4-a902-49fb-919f-67a1476b52f5","section_id":"sec_4dd23398-cb63-4226-85fb-789dc8eda965","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":88,"end":91,"exact":"HBM","quote":"場合、そのチップに含まれる行列演算器、レジスタ、L1 / L2キャッシュ、スクラッチパッド、SRAMバッファ、HBMコントローラー、高速通信回路は、すべてTSMCの同じロジック工程で製造される。TSMCは2nmナノシート工程で、0.021平方マイクロメートルの高密度SRAMセルと、38.1Mb / mm2のSRAM","quote_start":33,"quote_end":191,"text_sha256":"2f868b45340d38ad485cd4df08eef7015fc347dad8c138e322f5efa15a2519ff","block_sha256":"2f868b45340d38ad485cd4df08eef7015fc347dad8c138e322f5efa15a2519ff","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_6bc165c4-a902-49fb-919f-67a1476b52f5"},{"id":"occ_eb58e4bd3e949df80aadaaee","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_6c3e46ca-5f98-4463-b99d-c5512ba7c303","section_id":"sec_258b1b75-cd98-4962-9d66-e345e774f966","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":82,"end":85,"exact":"HBM","quote":"が一つのアクセラレーターから獲得できる可能性のある売上は、AI ASICウェハー、ASIC内部のSRAM面積、HBM、HBMベースダイ、インターポーザー、先端パッケージ、テスト、サーバーDRAM、eSSD、NANDまで広がる。","quote_start":27,"quote_end":140,"text_sha256":"3ad5a5ac9b15efbac4d98f498e5ac0540f270dcfb17cf981232c25e0d8fc3867","block_sha256":"3ad5a5ac9b15efbac4d98f498e5ac0540f270dcfb17cf981232c25e0d8fc3867","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_6c3e46ca-5f98-4463-b99d-c5512ba7c303"},{"id":"occ_ea7da1c55c62812dc0ba7803","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_74060c50-ee64-4037-b812-0de2312eaafb","section_id":"sec_dca2de76-490c-4d78-a620-f506236e62af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"**絶ノイア:** HBMは一番高いのか、という問いは、実は「何を単位に見るのか」という問いですね。","quote_start":0,"quote_end":50,"text_sha256":"bc88914054c04147cd422409d1a9ce20399affb688b5f9e84a738c601baad83c","block_sha256":"bc88914054c04147cd422409d1a9ce20399affb688b5f9e84a738c601baad83c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_74060c50-ee64-4037-b812-0de2312eaafb"},{"id":"occ_5b78e110e4c88c929b3e925a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_744a9271-b8b9-4160-8ffe-677a0e06afe3","section_id":"sec_de5652bb-53e5-4fa8-ab4a-b917ff941cda","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":58,"end":61,"exact":"HBM","quote":"MはDRAM容量を同じだけ置き換えるために使うのではない。例えば256MBのSRAMを追加しても、256GBのHBMやDRAMが不要になるわけではない。","quote_start":3,"quote_end":79,"text_sha256":"8825d136ed9cf4c4d3052346b4996a96b868b0d3268834a3e203204a6b891a33","block_sha256":"8825d136ed9cf4c4d3052346b4996a96b868b0d3268834a3e203204a6b891a33","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_744a9271-b8b9-4160-8ffe-677a0e06afe3"},{"id":"occ_1702f19352d0a4272056d1a9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_7472de75-cd21-423e-8811-9d5904ef05fe","section_id":"sec_805cea77-5542-49ff-bf2b-a616968b7223","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは「高いメモリー」だが、その高さは容量とパッケージの高さである。SRAMは「少量しか積めないほど高いメモリー」であり、その高さは先端ロジック面積と歩留まりの高さである。","quote_start":0,"quote_end":87,"text_sha256":"8fd59aedf0fa8b27612f2484f941b3cdd0843506d86754d29f3102bc72b8ae24","block_sha256":"8fd59aedf0fa8b27612f2484f941b3cdd0843506d86754d29f3102bc72b8ae24","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_7472de75-cd21-423e-8811-9d5904ef05fe"},{"id":"occ_052c319d6caa8890b42336f8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_78a26609-f112-4586-ae76-cbd46b44fb42","section_id":"sec_340dc577-dd28-46ea-965d-53d9fd0b8aa4","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"通常時のHBMは、一般的なDDR5より1GB当たり数倍高い。SemiAnalysisは、HBMを標準DDR5の3倍以上、LPDDRをHBMの約5分の1のコストと説明している。([SemiAnalysis][3])","quote_start":0,"quote_end":106,"text_sha256":"40face71050663f6dfcbe848698c1402ab0875072b32f289c01f93b09c5374b8","block_sha256":"40face71050663f6dfcbe848698c1402ab0875072b32f289c01f93b09c5374b8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_78a26609-f112-4586-ae76-cbd46b44fb42"},{"id":"occ_4b5203b0ae93a207b4d73c53","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_80977689-404c-43e7-bd48-77d7d7af9f3e","section_id":"sec_340dc577-dd28-46ea-965d-53d9fd0b8aa4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 4. HBMは通常DRAMより何倍高いのか","quote_start":0,"quote_end":24,"text_sha256":"010ffcd78450f3eba442d433085b1a4d111baa1e1387a6dddfdaa59a4060e115","block_sha256":"010ffcd78450f3eba442d433085b1a4d111baa1e1387a6dddfdaa59a4060e115","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_80977689-404c-43e7-bd48-77d7d7af9f3e"},{"id":"occ_88be13da13e82ffc40f0686d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_80ad283f-e28d-485b-b306-df0a1d2b1069","section_id":"sec_0c39fa75-5da7-4d3a-8ec7-84ff08d342a1","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3","HBM3E"],"evidence":{"text_basis":"markdown","start":169,"end":173,"exact":"HBM3","quote":"ップSRAM | **100から300ドル相当** | 先端ロジック上のシリコン、歩留まり、機会費用 |\n| HBM3 / HBM3E | **約14から20ドル** | 公開BOM推計と価格動向 |\n| DDR5 / LPDDR | **約5から11ドル** | 大口契約、部品価格の例 |\n| NANDフラッシュ ","quote_start":114,"quote_end":273,"text_sha256":"b340d5332d05141327bcec046bf7cab5f61bb6dab0b1426263d65967ecf9a73c","block_sha256":"b340d5332d05141327bcec046bf7cab5f61bb6dab0b1426263d65967ecf9a73c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_80ad283f-e28d-485b-b306-df0a1d2b1069"},{"id":"occ_378bf8afa3ee7a368595250b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_8221ad44-3a0c-45d9-9151-69cf3ec956cf","section_id":"sec_ce5bc4a0-02e4-4c9f-b432-7a237ceb4390","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"256MBのオンチップメモリーはMetaのMTIA、192GBのHBMはGoogle TPU7x、72台構成はMetaのラック設計を参考にした比較用モデルである。同一製品の仕様ではなく、SRAMとHBMの経済性を比較するための仮想モデルである。MetaのMTIAは256","quote_start":0,"quote_end":135,"text_sha256":"92e1a8512b6a2513b2555eb087afcafa2911462d5768f148cb623fa578d9cff5","block_sha256":"92e1a8512b6a2513b2555eb087afcafa2911462d5768f148cb623fa578d9cff5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_8221ad44-3a0c-45d9-9151-69cf3ec956cf"},{"id":"occ_cbef2da3bb27897210c194a8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_84df7e59-6e38-41f2-b70a-3eedd580f9ef","section_id":"sec_b0c53337-d6e7-475e-9f3a-97e0a38b9138","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":68,"end":71,"exact":"HBM","quote":"いるからといって、設計を簡単にSamsungやIntelへ移せるわけではない。SRAMセル、標準セル、I/O、HBMコントローラーなどは各ファウンドリーの製造工程に合わせて設計されている。","quote_start":13,"quote_end":107,"text_sha256":"e06a3b1ce0564659e7eced1cf17a42d60eecb1af73a70ef6c384b84e60fe3d32","block_sha256":"e06a3b1ce0564659e7eced1cf17a42d60eecb1af73a70ef6c384b84e60fe3d32","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_84df7e59-6e38-41f2-b70a-3eedd580f9ef"},{"id":"occ_6d794c47514cefde03322c30","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_86ba70ef-51dc-4ff2-9e32-dc5396d833a9","section_id":"sec_de5652bb-53e5-4fa8-ab4a-b917ff941cda","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"| SRAMを増やす目的 | 効果 |\n| --- | --- |\n| HBMから同じ重みを繰り返し読まない | 必要帯域と電力を削減 |\n| 中間結果を外部へ書き戻さない | レイテンシとメモリー traffic を削減 |\n| 行列演算のタイルを再利用する | 演算器の稼働","quote_start":0,"quote_end":139,"text_sha256":"f83e08ae01d9e71b3932cd3fec77d4ac2f9ddf3fb23047d7f678ebafd13ae31b","block_sha256":"f83e08ae01d9e71b3932cd3fec77d4ac2f9ddf3fb23047d7f678ebafd13ae31b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_86ba70ef-51dc-4ff2-9e32-dc5396d833a9"},{"id":"occ_e7d4242b5818414adeefc59a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_8882505a-c406-4370-b251-11dadb12907b","section_id":"sec_981e568f-a166-423b-a005-c52ed82abd97","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"> **SRAMとレジスタは、1bitが高い。HBMは、たくさん載せるから総額が高い。**","quote_start":0,"quote_end":45,"text_sha256":"74109a78ee199866d6b7a63ba29156a4beaa6673994e3076fd74ef3e9a9fe0df","block_sha256":"74109a78ee199866d6b7a63ba29156a4beaa6673994e3076fd74ef3e9a9fe0df","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_8882505a-c406-4370-b251-11dadb12907b"},{"id":"occ_a60ad5d0ea973bd443a471d8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_8b5db2f5-3f13-4fd8-8ca6-60a1bce5c498","section_id":"sec_84b44525-b6cd-43bb-ad64-922836cfe91b","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"私はここに、AI半導体の面白さを見ます。SRAMは小さく、速く、熱い。HBMは大きく、広く、GPUのそばで帯域を渡す。レジスタは演算器の手の中にあり、NANDは遠い書庫にある。どれが偉いかではなく、**どのデータをどの距離に置くか**が設計そのものになる。","quote_start":0,"quote_end":128,"text_sha256":"e4e04cba665d11f4b6a905a3ef460a55de57fbd8025b4a03ce181e8890d66179","block_sha256":"e4e04cba665d11f4b6a905a3ef460a55de57fbd8025b4a03ce181e8890d66179","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_8b5db2f5-3f13-4fd8-8ca6-60a1bce5c498"},{"id":"occ_51cd1f6d23bc1feec67b4f7a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_8be55c7a-8d2e-4524-bab3-2fe588ca379a","section_id":"sec_399eaaf1-fe49-4a17-b82c-89c3043c0b4d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":51,"end":54,"exact":"HBM","quote":"レジスタとSRAMは、GPUダイの価格に埋め込まれている。購入者が見る請求書には、GPUロジックダイ、HBM、先端パッケージの費用が表れるかもしれない。しかし、レジスタ、L2 SRAM、スクラッチパッドの単独価格は通常見えない。","quote_start":0,"quote_end":114,"text_sha256":"147f4568b8365054fcfa2f6eeba948da67459473d070d144a2a86059b6a88001","block_sha256":"147f4568b8365054fcfa2f6eeba948da67459473d070d144a2a86059b6a88001","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_8be55c7a-8d2e-4524-bab3-2fe588ca379a"},{"id":"occ_11a8ff4b22b619f3b6b5137d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_91512fc3-30b7-4096-bf9b-5d147763d722","section_id":"sec_e1dfd90f-0c75-4c59-ae25-13cdef365148","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"高級高層住宅であるHBMは、建物一棟では非常に高い。しかし1人当たりの床面積では、演算器の横を一人で占有するレジスタの方が高価である。","quote_start":0,"quote_end":67,"text_sha256":"e6f6921b62c2e1275b65b04cc6061bc2904db644b90788bb9c38edd01a7a440d","block_sha256":"e6f6921b62c2e1275b65b04cc6061bc2904db644b90788bb9c38edd01a7a440d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_91512fc3-30b7-4096-bf9b-5d147763d722"},{"id":"occ_7984184a6810f7e352553cd2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_95676cd5-8376-48da-b806-3a731a6c5cc3","section_id":"sec_13d1ea84-f667-42d5-8768-17079ffba384","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":79,"end":82,"exact":"HBM","quote":"-- | ---: | ---: |\n| SRAM | 18GB | 約2,700から5,400ドル |\n| HBM | 約13.8TB | 約13.8万から20.7万ドル |","quote_start":24,"quote_end":112,"text_sha256":"48c38fa7a187ddccd86bfb97311a19844b929591e1f4fe89ddcae48eee8a8db6","block_sha256":"48c38fa7a187ddccd86bfb97311a19844b929591e1f4fe89ddcae48eee8a8db6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_95676cd5-8376-48da-b806-3a731a6c5cc3"},{"id":"occ_ed732523e54ee95357caf568","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_a2dff693-5659-4d42-a5b2-446de4ce91e3","section_id":"sec_997e0445-d9ff-47bf-b40f-47ffdb10025c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":69,"end":72,"exact":"HBM","quote":"ベースダイ、顧客契約、パッケージ費用が異なるため、これは単純な容量換算である。それでも、数百GBを搭載すれば、HBMの合計額が数千ドルになる理由は分かる。","quote_start":14,"quote_end":91,"text_sha256":"706a9dc3aa06647db34eb10d95dc24c1c46b29b766a6a82a086f94b1cb542311","block_sha256":"706a9dc3aa06647db34eb10d95dc24c1c46b29b766a6a82a086f94b1cb542311","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_a2dff693-5659-4d42-a5b2-446de4ce91e3"},{"id":"occ_73d421650d332a8ab4a824f0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_a33178cd-54f8-4d7d-9e28-328a06d241cd","section_id":"sec_997e0445-d9ff-47bf-b40f-47ffdb10025c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"仮に1GB当たり15から20ドルで置くと、容量別のHBM単体額は次のようになる。","quote_start":0,"quote_end":40,"text_sha256":"287105f34c1f7354e78eab0e66d0bf72e81c7f7a850bed669d293b6a4291f36e","block_sha256":"287105f34c1f7354e78eab0e66d0bf72e81c7f7a850bed669d293b6a4291f36e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_a33178cd-54f8-4d7d-9e28-328a06d241cd"},{"id":"occ_ba605b3a565f8590ff9dee8e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_a6c9c879-a475-4234-9b5c-9751937b3f20","section_id":"sec_e1dfd90f-0c75-4c59-ae25-13cdef365148","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":57,"end":60,"exact":"HBM","quote":"見方 | 序列 |\n| --- | --- |\n| 同じ1GBを実装するなら | レジスタ ＞ SRAM ＞ HBM ＞ DDR / LPDDR ＞ NAND |\n| AIチップ一個の部品総額なら | 大容量、複数搭載のHBMが最大になりやすい |\n| ダイ面積への負担なら | SRAMとレジスタが非常に重い |\n","quote_start":2,"quote_end":160,"text_sha256":"c1ffdabd0667732111ad34b7679abe47c459123479e6acacf705b78f24d48abc","block_sha256":"c1ffdabd0667732111ad34b7679abe47c459123479e6acacf705b78f24d48abc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_a6c9c879-a475-4234-9b5c-9751937b3f20"},{"id":"occ_c49305db997103731e7e90a6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_a6ffa48b-10fb-4ee6-8a3a-06b99f0cf413","section_id":"sec_c7c61ea4-766e-440d-9f4f-1a3d8e230c7d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"## 17. ASICとHBMを一体で握ることの意味","quote_start":0,"quote_end":26,"text_sha256":"797bfa04c76d4233309786f5e380508cb7254e6d75a5eaa7c8e555ea79adf1ef","block_sha256":"797bfa04c76d4233309786f5e380508cb7254e6d75a5eaa7c8e555ea79adf1ef","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_a6ffa48b-10fb-4ee6-8a3a-06b99f0cf413"},{"id":"occ_1859c623eb11ea1d658c84a5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_ab99f0a1-5747-44b0-823d-ffe568427ca8","section_id":"sec_b0c53337-d6e7-475e-9f3a-97e0a38b9138","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"1. 2nm、3nm、4nmなどの先端ロジックウェハー能力\n2. ASICと複数のHBMを接続するCoWoSなどの先端パッケージ能力","quote_start":0,"quote_end":66,"text_sha256":"e65ac5401c9a02f1c4b7c8f3ab1a832d8e2c70cdd0a2e9aafcb40816f0a72af7","block_sha256":"e65ac5401c9a02f1c4b7c8f3ab1a832d8e2c70cdd0a2e9aafcb40816f0a72af7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_ab99f0a1-5747-44b0-823d-ffe568427ca8"},{"id":"occ_437444632c45812d7c9c2e95","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_ae9b750f-fb94-438b-84bd-59a0aa4b51d3","section_id":"sec_4dd23398-cb63-4226-85fb-789dc8eda965","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":56,"end":59,"exact":"HBM","quote":"こで供給網の話へ移る。AI半導体のSRAMを理解するとき、最初に整理すべきことは、**SRAMとDRAM / HBM / NANDでは製造の位置づけが異なる**という点である。","quote_start":1,"quote_end":89,"text_sha256":"dea3dbd1fac98608626fddef0117108697ce1fd8f2b654557fe0b1fe5c591b64","block_sha256":"dea3dbd1fac98608626fddef0117108697ce1fd8f2b654557fe0b1fe5c591b64","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_ae9b750f-fb94-438b-84bd-59a0aa4b51d3"},{"id":"occ_f90e7a390c2fe6854bf44ccb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_af761c3c-a511-4b84-bba8-0c0ea6515bd7","section_id":"sec_c7c61ea4-766e-440d-9f4f-1a3d8e230c7d","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":54,"end":57,"exact":"HBM","quote":"さらに、不良原因の責任分界も減る。AIアクセラレーターが正常に動作しない場合、原因はASICダイ、SRAM、HBM、インターポーザー、接合、基板、電源、熱のどこにあるか切り分けが難しい。SamsungがASIC、HBM、パッケージ、テストをまとめて受ければ、歩留まり解析と設計修正を内部で回しやすくなる。","quote_start":0,"quote_end":152,"text_sha256":"d9267e4aee172d770b82eb0dcfec3ce6b696ad1de15136b4d93bf76aa29e38b1","block_sha256":"d9267e4aee172d770b82eb0dcfec3ce6b696ad1de15136b4d93bf76aa29e38b1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_af761c3c-a511-4b84-bba8-0c0ea6515bd7"},{"id":"occ_1cd126f6643bf14d4784be08","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_bdfc8f44-2c44-4b0c-9392-ed30573cdc5b","section_id":"sec_0c39fa75-5da7-4d3a-8ec7-84ff08d342a1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"価格は世代、顧客、契約時期、数量によって大きく変わる。特にHBMの契約価格と、オンチップSRAM、レジスタの原価は公開されない。したがって、公開されているBOM推計、契約価格、セル面積、ウェハー価格を使った概算で見る必要がある。","quote_start":0,"quote_end":114,"text_sha256":"13de97a4c9ec0981b024e09df421d964eacd14073f3bc884aad8249b56398068","block_sha256":"13de97a4c9ec0981b024e09df421d964eacd14073f3bc884aad8249b56398068","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_bdfc8f44-2c44-4b0c-9392-ed30573cdc5b"},{"id":"occ_b1e512382ebdb1e600d6fe2e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_bf87e27e-9732-4118-99f9-1f404fd3870b","section_id":"sec_e58d2a70-74cc-47ba-8328-663947774e5e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"したがってHBMが15から20ドル / GBなら、オンチップSRAMは同容量当たりでHBMの**5から20倍程度**高くなり得る。","quote_start":0,"quote_end":65,"text_sha256":"f53bdb6c6b42f95d1832c874ba8eecaccf3db23927ce66fdda0f71c0ea4f8643","block_sha256":"f53bdb6c6b42f95d1832c874ba8eecaccf3db23927ce66fdda0f71c0ea4f8643","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_bf87e27e-9732-4118-99f9-1f404fd3870b"},{"id":"occ_5bf1733a114d1dfaca227b3d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_c06487a4-5fd7-45e6-8a71-3da739ba1467","section_id":"sec_13d1ea84-f667-42d5-8768-17079ffba384","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":43,"end":46,"exact":"HBM","quote":"比率はアクセラレーター単体と大きく変わらない。各アクセラレーターに同じ比率でSRAMとHBMが載るためである。","quote_start":0,"quote_end":55,"text_sha256":"7f2fb97fe4694807aa486fe60ec49f5b97a0a4fe6a3790e4b10d15a4d0240350","block_sha256":"7f2fb97fe4694807aa486fe60ec49f5b97a0a4fe6a3790e4b10d15a4d0240350","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_c06487a4-5fd7-45e6-8a71-3da739ba1467"},{"id":"occ_e1ca6187794e19d3c314c01c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_c6758650-0940-49ca-bd30-20a5a983902b","section_id":"sec_dca2de76-490c-4d78-a620-f506236e62af","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"**絶ノイア:** そして、その塔を誰が作るかも重要です。HBMはメモリー企業、SRAMはファウンドリー。Samsungはそこを束ねようとしている。","quote_start":0,"quote_end":74,"text_sha256":"2ee13295ad0d228410c2c0be785d554cca777c306b82eb6c564702250b223a87","block_sha256":"2ee13295ad0d228410c2c0be785d554cca777c306b82eb6c564702250b223a87","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_c6758650-0940-49ca-bd30-20a5a983902b"},{"id":"occ_7f797111b7220542e131f4a9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_c90e693f-aa22-49cf-b951-372b90977663","section_id":"sec_afff5344-7d94-4186-95ff-5d2fe8975953","layer":"body","character_id":null,"count":5,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"| 追加費用 | 内容 |\n| --- | --- |\n| インターポーザー | GPU / ASICとHBMを広い配線で接続 |\n| CoWoSなどの先端パッケージ | 大型パッケージの製造、組立、検査 |\n| HBMベースダイ | HBMスタック内部の制御、接続 |\n| テスト | HBMスタック、パッケ","quote_start":0,"quote_end":155,"text_sha256":"fb87c6c7b850f5f6e8112c514c2424622700acb320b6d8cb6f88cbdeb1c5e1de","block_sha256":"fb87c6c7b850f5f6e8112c514c2424622700acb320b6d8cb6f88cbdeb1c5e1de","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_c90e693f-aa22-49cf-b951-372b90977663"},{"id":"occ_71254604580d44d8bb6f5054","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_ca7feeb5-27a3-406e-95a2-859828f2d24e","section_id":"sec_afff5344-7d94-4186-95ff-5d2fe8975953","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"したがって、AIアクセラレーターの請求書上では、HBMはさらに大きな存在になる。1bit当たりの単価ではSRAMほど高くなくても、**AIシステムのBOMではHBMと先端パッケージが最も目立つ**。","quote_start":0,"quote_end":99,"text_sha256":"b4094e96a06b9f12b6f98ed8601042dda8852aebd04f6b1c4542d03cc9cdac8c","block_sha256":"b4094e96a06b9f12b6f98ed8601042dda8852aebd04f6b1c4542d03cc9cdac8c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_ca7feeb5-27a3-406e-95a2-859828f2d24e"},{"id":"occ_424a6f18d0192f36afaf1529","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_d3729523-7232-45e5-9027-4baf27aa3277","section_id":"sec_de5652bb-53e5-4fa8-ab4a-b917ff941cda","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"```text\n少量の高価なSRAMを追加\n  ↓\nHBMアクセス回数を削減\n  ↓\n必要帯域と消費電力を削減\n  ↓\n演算器の稼働率を向上\n```","quote_start":0,"quote_end":74,"text_sha256":"6745b0d55fb47ede48f1091d47cae3f74518f3d41b2d765d050fcdd8cd35657e","block_sha256":"6745b0d55fb47ede48f1091d47cae3f74518f3d41b2d765d050fcdd8cd35657e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_d3729523-7232-45e5-9027-4baf27aa3277"},{"id":"occ_b83a2a603223236fcc50e596","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_dbb26f48-7187-4809-8f6b-8c41394c4231","section_id":"sec_13d1ea84-f667-42d5-8768-17079ffba384","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"> **SRAMは、少量でも非常に高価な高速メモリー。HBMは、1bit当たりではSRAMより安いが、数百GB単位で搭載するため総額が巨大になるメモリー。**","quote_start":0,"quote_end":79,"text_sha256":"fb20f06dfefd91e15e3d2e311c78195b2da3cf27fa9ac77ce32db9dc549b3cdc","block_sha256":"fb20f06dfefd91e15e3d2e311c78195b2da3cf27fa9ac77ce32db9dc549b3cdc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_dbb26f48-7187-4809-8f6b-8c41394c4231"},{"id":"occ_3ca2072751a9c0d74c2948ec","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_ded7876b-6856-4c16-91b7-5e20d49ee65f","section_id":"sec_bb74a2df-aa45-4b57-968e-4e6d1599013a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"AI半導体の価格を見ていると、HBMは特別に高価なメモリーに見える。","quote_start":0,"quote_end":34,"text_sha256":"8cefbf3fac606649520b49c012b06f106dcad48347912437841e65c45ba61d81","block_sha256":"8cefbf3fac606649520b49c012b06f106dcad48347912437841e65c45ba61d81","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_ded7876b-6856-4c16-91b7-5e20d49ee65f"},{"id":"occ_35b8ea2011963baea23110bb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_e186a1c8-200c-45af-b1c5-5089f03a4b7c","section_id":"sec_13d1ea84-f667-42d5-8768-17079ffba384","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"この比較から分かるのは、SRAMとHBMの高価さは別の次元にあるということだ。","quote_start":0,"quote_end":39,"text_sha256":"adec086cf370b687e5f1daeabd2d0826f59f67600c07433a6f42262e963d5b9c","block_sha256":"adec086cf370b687e5f1daeabd2d0826f59f67600c07433a6f42262e963d5b9c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_e186a1c8-200c-45af-b1c5-5089f03a4b7c"},{"id":"occ_b546f2d328a69357f367b260","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_e2fd0a32-0fd9-4b27-b30e-54f054f6d0dd","section_id":"sec_2fddcd8f-9349-4fac-b346-b09b9065f976","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":44,"end":47,"exact":"HBM","quote":"```text\nAIアクセラレーター\n  ├─ ASIC\n  ├─ SRAM\n  └─ HBM\n\nAIサーバー / ラック\n  ├─ アクセラレーター\n  ├─ CPU\n  ├─ DRAM\n  └─ SSD / NAND\n```","quote_start":0,"quote_end":114,"text_sha256":"9a7da715432f8f87131343e4f44e4e4866f4505429538552c18d58c6334e0af7","block_sha256":"9a7da715432f8f87131343e4f44e4e4866f4505429538552c18d58c6334e0af7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_e2fd0a32-0fd9-4b27-b30e-54f054f6d0dd"},{"id":"occ_e84cc92afcd982fbdf425163","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_e672e6e4-53c9-4aad-bce1-5f5b2e6809e7","section_id":"sec_997e0445-d9ff-47bf-b40f-47ffdb10025c","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM3","HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"HBM3","quote":"別の推計でもHBM3は約15ドル / GBとされている。2026年にはHBM3Eの一部供給価格を約20％引き上げる動きも報じられているため、世代や契約によっては15から20ドル / GB程度、HBM4ではさらに高くなる可","quote_start":0,"quote_end":110,"text_sha256":"8c3a5e8973f411a4914aee1f73dca2e5e1691355d7e2ad1aa1fa885c254cc6bc","block_sha256":"8c3a5e8973f411a4914aee1f73dca2e5e1691355d7e2ad1aa1fa885c254cc6bc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_e672e6e4-53c9-4aad-bce1-5f5b2e6809e7"},{"id":"occ_78472b8a666f3d56218b45b2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_e6a48533-51cd-4f91-a168-6172b936ecea","section_id":"sec_c7c61ea4-766e-440d-9f4f-1a3d8e230c7d","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":55,"end":58,"exact":"HBM","quote":"AI ASICの性能は、演算器だけでは決まらない。オンチップSRAMから演算器へデータを渡す速度、ASICからHBMへの配線、HBMベースダイ、パッケージの熱設計まで一体で決まる。","quote_start":0,"quote_end":90,"text_sha256":"e5fb73591d9ea6b7043309d6d330ba14619d9e22d180801496e74488654b4804","block_sha256":"e5fb73591d9ea6b7043309d6d330ba14619d9e22d180801496e74488654b4804","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_e6a48533-51cd-4f91-a168-6172b936ecea"},{"id":"occ_7645d872f105c2674b0f09c3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_e93ecac4-7fce-45db-8795-abb00c5b940c","section_id":"sec_997e0445-d9ff-47bf-b40f-47ffdb10025c","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"| HBM構成 | HBM単体の概算 |\n| ---: | ---: |\n| 24GB | 約360から480ドル |\n| 36GB | 約540から720ドル |\n| 80GB | 約1,200から1,600","quote_start":0,"quote_end":105,"text_sha256":"2ccd1df43cf84c7d177f5e5cfa70f3b7795dc503f518ae6c3bfd45eec7a2d749","block_sha256":"2ccd1df43cf84c7d177f5e5cfa70f3b7795dc503f518ae6c3bfd45eec7a2d749","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_e93ecac4-7fce-45db-8795-abb00c5b940c"},{"id":"occ_3cc6f514c6fbb6fc5c786485","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_ed3225f6-3907-4844-836a-423792120b99","section_id":"sec_805cea77-5542-49ff-bf2b-a616968b7223","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、SRAM、DRAM、NANDを読む時の基本は、次の三つである。","quote_start":0,"quote_end":35,"text_sha256":"7c3923cc3010170577677802f910e95d8531a41b2673f3f21be2fe86e2706164","block_sha256":"7c3923cc3010170577677802f910e95d8531a41b2673f3f21be2fe86e2706164","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_ed3225f6-3907-4844-836a-423792120b99"},{"id":"occ_0a306f3c4cacb9c257be5f7f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_ee6250c3-2728-403e-b28b-9fb9fc32342d","section_id":"sec_bb74a2df-aa45-4b57-968e-4e6d1599013a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"しかし、**同じ1GBを保存する費用**で比べると、最も高価なのはHBMではない。","quote_start":0,"quote_end":41,"text_sha256":"20212ff7a9b4a9b909657b56cd56e307055f7a238d348d4d43e3284852df4331","block_sha256":"20212ff7a9b4a9b909657b56cd56e307055f7a238d348d4d43e3284852df4331","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_ee6250c3-2728-403e-b28b-9fb9fc32342d"},{"id":"occ_5a1d84a20ce2a0b8952bae90","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_eefb9532-3332-403e-810f-d2e120c4c20b","section_id":"sec_ce5bc4a0-02e4-4c9f-b432-7a237ceb4390","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"ここで逆転が起きる。**1GB当たりではSRAMが10から30倍高いのに、アクセラレーター1個の総額ではHBMが26から77倍大きい**。理由は、HBM搭載量がSRAMの768倍あるためである。","quote_start":0,"quote_end":97,"text_sha256":"ea76040370ed28438a5da9a7f5110527cafcbe9dfefcdc8bcc6ac720ef80dad5","block_sha256":"ea76040370ed28438a5da9a7f5110527cafcbe9dfefcdc8bcc6ac720ef80dad5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_eefb9532-3332-403e-810f-d2e120c4c20b"},{"id":"occ_7667f4857027090107de0159","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_ef725e42-e7d7-4482-9e59-c3e1b6db625c","section_id":"sec_ce5bc4a0-02e4-4c9f-b432-7a237ceb4390","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":100,"end":103,"exact":"HBM","quote":" | ---: |\n| SRAM | 0.25GB | 150から300ドル | 約38から75ドル |\n| HBM | 192GB | 10から15ドル | 約1,920から2,880ドル |","quote_start":45,"quote_end":142,"text_sha256":"dd5bdd31e9c75b6c4aaea3854d4f2a50bf0503fbc976aca788c07912c10aef4e","block_sha256":"dd5bdd31e9c75b6c4aaea3854d4f2a50bf0503fbc976aca788c07912c10aef4e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_ef725e42-e7d7-4482-9e59-c3e1b6db625c"},{"id":"occ_907a7ed1488ae8e1628b7f6d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98","block_id":"blk_f021801d-6fb3-493f-84f8-8333d68f834f","section_id":"sec_e1dfd90f-0c75-4c59-ae25-13cdef365148","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"住宅に例えるなら、レジスタは演算器の真横にある専用の机、SRAMは都心の個室、HBMは高速エレベーター付きの高級高層住宅、DDRは郊外の大規模集合住宅、NANDは巨大な保管倉庫である。","quote_start":0,"quote_end":92,"text_sha256":"2ec8de4531e3d94b156b19d3bccebb3988ee5869561daf222794827e75136697","block_sha256":"2ec8de4531e3d94b156b19d3bccebb3988ee5869561daf222794827e75136697","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499/#blk_f021801d-6fb3-493f-84f8-8333d68f834f"},{"id":"occ_aa7211ca445433436c704565","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608","work_id":"wrk_a3440338-a420-4877-947f-8193ae66700c","block_id":"blk_a2703255-c738-4bde-9431-da7b0766164e","section_id":"sec_74ad8966-bc82-490a-b673-ea77051b79bf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":49,"end":52,"exact":"HBM","quote":"**AIの性能を上げたい  \n↓  \nより大きなモデルを訓練したい  \n↓  \nより多くのGPU/HBM/ネットワーク/電力が必要  \n↓  \n半導体企業に資本が流れる  \n↓  \n半導体性能が上がる  \n↓  \nより強いAIが作られる  \n↓  \nそのAIがさらにAIインフラの重要性を語る**","quote_start":0,"quote_end":148,"text_sha256":"3bb65a50e2763472bc1a385c5c3b4fda434d60a448760cb704bd2572c9c1fe05","block_sha256":"3bb65a50e2763472bc1a385c5c3b4fda434d60a448760cb704bd2572c9c1fe05","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608/#blk_a2703255-c738-4bde-9431-da7b0766164e"},{"id":"occ_b7e51efeadbd898cd8840ed4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608","work_id":"wrk_a3440338-a420-4877-947f-8193ae66700c","block_id":"blk_bdf590a2-0ef7-4f92-b5de-d5b734120937","section_id":"sec_74ad8966-bc82-490a-b673-ea77051b79bf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":111,"end":114,"exact":"HBM","quote":"あるからではありません。AI単体には欲望も無意識もありません。しかし、AIという現象を成立させるには、GPU、HBM、先端パッケージ、データセンター、電力、冷却、ネットワーク、ストレージが必要です。","quote_start":56,"quote_end":155,"text_sha256":"3556bde458f61b5d64812fb21bd1ce62e721aefa9fb6d3b51cd5e2a235158bb4","block_sha256":"3556bde458f61b5d64812fb21bd1ce62e721aefa9fb6d3b51cd5e2a235158bb4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608/#blk_bdf590a2-0ef7-4f92-b5de-d5b734120937"},{"id":"occ_40f86d4f6b0d514f7b923e48","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608","work_id":"wrk_a3440338-a420-4877-947f-8193ae66700c","block_id":"blk_fb1401f2-c3d5-4811-955d-de28c0cab048","section_id":"sec_74ad8966-bc82-490a-b673-ea77051b79bf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":37,"end":40,"exact":"HBM","quote":"**AIモデル  \n→ 学習・推論  \n→ GPU / ASIC  \n→ HBM / DRAM / NAND  \n→ 先端半導体製造  \n→ データセンター  \n→ 電力・冷却  \n→ 光通信・ネットワーク  \n→ クラウド・セキュリティ**","quote_start":0,"quote_end":121,"text_sha256":"0e31196d55040ed5cd906b487fda2db2ffea9c8baede7d7c34de42057a57cc05","block_sha256":"0e31196d55040ed5cd906b487fda2db2ffea9c8baede7d7c34de42057a57cc05","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608/#blk_fb1401f2-c3d5-4811-955d-de28c0cab048"},{"id":"occ_2c0e64313e9a08c07afdbc7a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_8e69c4b3-4a90-4a4f-82f9-c2a31d24c009","work_id":"wrk_b4c27393-a197-48d3-8ba6-9f1e3161d1f6","block_id":"blk_850d07da-f4e3-429a-b3d4-648f17489ec4","section_id":"sec_6fcc6b8f-89b8-4739-bdfc-8ec3e331158b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"Chiplet  \n＋  \nHBM  \n＋  \nInterposer","quote_start":0,"quote_end":34,"text_sha256":"1d0d986f237b5ab8141057162a055dbf40338dec413e09f69991a3d5a5c439db","block_sha256":"1d0d986f237b5ab8141057162a055dbf40338dec413e09f69991a3d5a5c439db","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_8e69c4b3-4a90-4a4f-82f9-c2a31d24c009/#blk_850d07da-f4e3-429a-b3d4-648f17489ec4"},{"id":"occ_4814eb88943d2a214a8af5bc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_8e69c4b3-4a90-4a4f-82f9-c2a31d24c009","work_id":"wrk_b4c27393-a197-48d3-8ba6-9f1e3161d1f6","block_id":"blk_b537f2e1-dc2c-4060-8d58-e0d4afcb6fa9","section_id":"sec_9d922c77-ebdb-4b13-a5f6-038ce4547484","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"Chiplet A  \n＋  \nChiplet B  \n＋  \nHBM  \n＋  \nInterposer","quote_start":0,"quote_end":52,"text_sha256":"d4f517f83429cbde9e34414b28af4566a8195c80aa4419f76dce347771b03b52","block_sha256":"d4f517f83429cbde9e34414b28af4566a8195c80aa4419f76dce347771b03b52","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_8e69c4b3-4a90-4a4f-82f9-c2a31d24c009/#blk_b537f2e1-dc2c-4060-8d58-e0d4afcb6fa9"},{"id":"occ_7b9f93043e46c0e47302ca68","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","work_id":"wrk_eaab3954-2ccc-46a2-902f-fbbd679471b9","block_id":"blk_19a92a41-a86e-41cc-842d-e1d254a2690a","section_id":"sec_86d7ed89-9fd2-48f3-aeeb-1ea13c6a3b96","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"ただしCXMTのHBMは、Reuters取材では主要競合より約2世代、数年遅れているとされる。EUV、先端ロジック、TSV、積層歩留まり、熱制御、ベースダイ、顧客認証は依然として大きな障壁である。","quote_start":0,"quote_end":98,"text_sha256":"1150a7465f15ee8d9bdc52518ba375ec8b863d502b9e209c8149e5793cec5212","block_sha256":"1150a7465f15ee8d9bdc52518ba375ec8b863d502b9e209c8149e5793cec5212","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835/#blk_19a92a41-a86e-41cc-842d-e1d254a2690a"},{"id":"occ_323a92a60010b93870862b77","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","work_id":"wrk_eaab3954-2ccc-46a2-902f-fbbd679471b9","block_id":"blk_375abcf5-0544-4851-a7ed-d9f7e61cf6be","section_id":"sec_685e719e-7712-4bda-aded-4ab2ae280bc4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"- 中国向けNVIDIA売上\n- HBM輸出\n- 先端パッケージ\n- 半導体製造装置\n- 第三国クラウド\n- 中国企業向け海外データセンター","quote_start":0,"quote_end":70,"text_sha256":"faf770467ae40f89ccd29e453b32b2e7e1d6feaa5a120f9688c8e16d247bc2ea","block_sha256":"faf770467ae40f89ccd29e453b32b2e7e1d6feaa5a120f9688c8e16d247bc2ea","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835/#blk_375abcf5-0544-4851-a7ed-d9f7e61cf6be"},{"id":"occ_2bccc73febc23f793afaefce","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","work_id":"wrk_eaab3954-2ccc-46a2-902f-fbbd679471b9","block_id":"blk_566fb10e-bf0e-4218-8664-471ccff986e7","section_id":"sec_6b8c6c67-f55d-4c69-8e86-777cd489f60d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"電力、冷却、ネットワーク、HBM、ストレージ、クラウド、ID、監査、サンドボックス、リスク評価データ、そしてAIをAIで守る防御基盤が、新しい社会インフラになる。","quote_start":0,"quote_end":81,"text_sha256":"97fa1da722b935cd216a3c18ae3d9b7d0a778659a3879ea9127df1a37b35bc14","block_sha256":"97fa1da722b935cd216a3c18ae3d9b7d0a778659a3879ea9127df1a37b35bc14","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835/#blk_566fb10e-bf0e-4218-8664-471ccff986e7"},{"id":"occ_bcdd4e2f5417d034e5b38636","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","work_id":"wrk_eaab3954-2ccc-46a2-902f-fbbd679471b9","block_id":"blk_5c8a8f1d-cbbc-4f37-b322-5013205d5e40","section_id":"sec_8ddc3a0b-4b3f-4277-a3ec-70f0eca27f17","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"- 電力\n- アクセラレータ\n- HBM\n- ストレージ\n- ネットワーク\n- キャッシュ\n- 認証\n- セキュリティ\n- データ","quote_start":0,"quote_end":65,"text_sha256":"6840039412603471e76710a0ae5e3df124a848990c8a4f9e0be5c87b9317caca","block_sha256":"6840039412603471e76710a0ae5e3df124a848990c8a4f9e0be5c87b9317caca","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835/#blk_5c8a8f1d-cbbc-4f37-b322-5013205d5e40"},{"id":"occ_2597cb9f8d9678b5a5a31b54","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","work_id":"wrk_eaab3954-2ccc-46a2-902f-fbbd679471b9","block_id":"blk_6a91ac4f-fe80-418e-8e1c-9fa14c401087","section_id":"sec_de322e06-db75-4d03-b81a-55917f921f17","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"クラウドでは、高価なHBMとアクセラレータを多数の利用者で共有し、24時間高い稼働率で使える。","quote_start":0,"quote_end":47,"text_sha256":"153deb94c01a8ee43b8f35705f86692d5729166ae50340cee226644aa28a4b20","block_sha256":"153deb94c01a8ee43b8f35705f86692d5729166ae50340cee226644aa28a4b20","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835/#blk_6a91ac4f-fe80-418e-8e1c-9fa14c401087"},{"id":"occ_cb798075d9a3a12cad53cf88","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","work_id":"wrk_eaab3954-2ccc-46a2-902f-fbbd679471b9","block_id":"blk_a6b7df1b-e3af-485f-b1d2-62126b872f24","section_id":"sec_86d7ed89-9fd2-48f3-aeeb-1ea13c6a3b96","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBM\n- サーバーDRAM\n- NAND\n- SSD\n- チェックポイント保存\n- 学習データ\n- 推論キャッシュ","quote_start":0,"quote_end":60,"text_sha256":"c08f0e484044c95ed44a64f1812354107fa1a0d888ac538b030313bb5bc9ba5f","block_sha256":"c08f0e484044c95ed44a64f1812354107fa1a0d888ac538b030313bb5bc9ba5f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835/#blk_a6b7df1b-e3af-485f-b1d2-62126b872f24"},{"id":"occ_181f55eb3f2440e4c059dbf7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","work_id":"wrk_eaab3954-2ccc-46a2-902f-fbbd679471b9","block_id":"blk_cae6f069-5de8-4c99-a64d-15dc7f271c05","section_id":"sec_9542819c-0a26-4298-ac66-03c386320e18","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"会社\n- 第三国のデータセンター\n- クラウド経由の遠隔利用\n- 仲介企業\n- GPUの位置・利用者確認\n- HBMと先端パッケージ\n- モデル蒸留用の大量APIアクセス","quote_start":10,"quote_end":95,"text_sha256":"5e18cb0c518fe1452fc164b894159ab779e435894cd39a92cd4a8851dcfa1058","block_sha256":"5e18cb0c518fe1452fc164b894159ab779e435894cd39a92cd4a8851dcfa1058","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835/#blk_cae6f069-5de8-4c99-a64d-15dc7f271c05"},{"id":"occ_680aea3cb19ed28523101afd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_90fb7b96-f10b-43df-a612-0c23e8a50740","work_id":"wrk_0c4c3acf-0221-4d96-87a4-771da7ba1e3a","block_id":"blk_6fe30772-1e8f-4e38-800d-23531d379f2c","section_id":"sec_1390d6ef-a922-4923-8410-04cbac5aff39","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"AI工場が増えるなら、GPUだけでなく、HBM、先端パッケージ、ABF基板、高多層PCB、HVLP/VLP銅箔、コネクタ、液冷部材、電源モジュール、VRM、MLCC、インダクタ、光トランシーバ、CPO、ラック、変圧器、データセンター建設、電力イン","quote_start":0,"quote_end":123,"text_sha256":"d92245a423963be18d8c73552c7df0a509ddb092975a25473b0b48406c476e81","block_sha256":"d92245a423963be18d8c73552c7df0a509ddb092975a25473b0b48406c476e81","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_90fb7b96-f10b-43df-a612-0c23e8a50740/#blk_6fe30772-1e8f-4e38-800d-23531d379f2c"},{"id":"occ_7439e7a76ddb70d43b0eda8d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_91468364-fe9d-4ab5-a6dc-f203e89bc64a","work_id":"wrk_c22379bc-7081-4f8f-a3e9-4418f450cf96","block_id":"blk_fcd1cb79-460a-47c8-9b6d-6539b864a3bf","section_id":"sec_fcae4a11-267f-4617-8297-32eb74ebfb76","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"現状、AIインフラはNVIDIA GPU、TSMC、HBM、CoWoS、電力、冷却、ネットワークに強く依存しています。TeslaもxAIもSpaceXも、将来AIを巨大化させるにはチップが足りません。","quote_start":0,"quote_end":100,"text_sha256":"ac48a0fa45a559e04371d9db9ec5af801f65eb97d876c685ab1833ff5814ec08","block_sha256":"ac48a0fa45a559e04371d9db9ec5af801f65eb97d876c685ab1833ff5814ec08","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_91468364-fe9d-4ab5-a6dc-f203e89bc64a/#blk_fcd1cb79-460a-47c8-9b6d-6539b864a3bf"},{"id":"occ_de53d0f4954e296b48ff07f7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_0733ca09-d489-4f72-b833-0759141b8a23","section_id":"sec_c987a51d-3e84-45cc-abc3-208b48105ea8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":70,"end":73,"exact":"HBM","quote":"ル価格を下げますが、同時に**世界中の国に「自国AIクラウドを持つ理由」を与える**。\nこのため、AI半導体・HBM・光通信・電力・冷却の需要は、むしろ上振れしやすくなります。","quote_start":15,"quote_end":103,"text_sha256":"02347cae279579d5ff35b18f099c735a976245765f48aa6ce7cd7c785dee75fc","block_sha256":"02347cae279579d5ff35b18f099c735a976245765f48aa6ce7cd7c785dee75fc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_0733ca09-d489-4f72-b833-0759141b8a23"},{"id":"occ_cfcee13d731f9436173247af","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_1461217f-59f2-4a3b-a0db-6d6135186442","section_id":"sec_6791e185-d3c1-4beb-a51a-c616a6d5829a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"ただし、これはAI半導体市場にとって悪い話ではありません。\nむしろ、供給制約が続くことで、HBM、CoWoS、光通信、電源、冷却、変電設備の価格・利益率・長期契約が強くなりやすい。","quote_start":0,"quote_end":90,"text_sha256":"1d78292d20cf60f9dc73db00d4a5ef8fb17e1e37f730af2273273e44373f63de","block_sha256":"1d78292d20cf60f9dc73db00d4a5ef8fb17e1e37f730af2273273e44373f63de","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_1461217f-59f2-4a3b-a0db-6d6135186442"},{"id":"occ_45befafb5f5e3fdc85eff73c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_15b2d9c9-3f81-4834-b716-529c362f5716","section_id":"sec_1976093c-73f1-48d7-b657-379c2d61c8b3","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでは、**1国25万GPU**の影響はかなり見えやすいです。\n25万GPU × 180〜288GB = **45〜72PB HBM**。\n韓国一国だけでも、HBM換算では大きな塊になります。","quote_start":0,"quote_end":98,"text_sha256":"13ad746be74af2f24d11f4e69dd9443edbe9e2196786570c2a33addb14e825e2","block_sha256":"13ad746be74af2f24d11f4e69dd9443edbe9e2196786570c2a33addb14e825e2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_15b2d9c9-3f81-4834-b716-529c362f5716"},{"id":"occ_3efa611ec131af91b1d416e9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_1647526c-dd45-4c50-8a9b-c271e3574c77","section_id":"sec_71900921-e7e0-416a-bacf-5fd88dc2a5c9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"非米国・非中国だけでベース**約217万GPU相当**。1基あたりのAI半導体・HBM・パッケージ・一部ネットワーク込みの半導体価値をざっくり**4万〜9万ドル**と置くと、累計でこうなります。","quote_start":0,"quote_end":97,"text_sha256":"20b0b47829c1a53940962a71f1862655cefcea098bd6895604ca0aa90a082d32","block_sha256":"20b0b47829c1a53940962a71f1862655cefcea098bd6895604ca0aa90a082d32","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_1647526c-dd45-4c50-8a9b-c271e3574c77"},{"id":"occ_d05b002139f0f65470157678","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_1ec0a5b9-2363-4491-8b2f-6de828df9172","section_id":"sec_1976093c-73f1-48d7-b657-379c2d61c8b3","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"1GPUあたり180〜288GB HBMと置くと、必要HBM量はこうなります。","quote_start":0,"quote_end":39,"text_sha256":"5bc861a6aa0c489b7721b4caf0b2778be37b3ef0fc43711e8ee18bd282bb7b83","block_sha256":"5bc861a6aa0c489b7721b4caf0b2778be37b3ef0fc43711e8ee18bd282bb7b83","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_1ec0a5b9-2363-4491-8b2f-6de828df9172"},{"id":"occ_20224273e70105a5e94bdbd8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_216e7cc8-3657-4a25-b241-9771aca1c3a3","section_id":"sec_c987a51d-3e84-45cc-abc3-208b48105ea8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":70,"end":73,"exact":"HBM","quote":"国需要の**2〜5割級**の追加需要圏になり得る。\nこれはGPU市場では**1桁後半〜2桁前半%の上振れ**、HBMでは**5〜10%、強気では20%近い上振れ**、AIアクセラレータ全体では**15〜30%級の需要押し上げ**になり得ます。","quote_start":15,"quote_end":136,"text_sha256":"bda0ac4fd4dbd4515c106c499e7828894735e1be965226ec6e6e29da67a33fe8","block_sha256":"bda0ac4fd4dbd4515c106c499e7828894735e1be965226ec6e6e29da67a33fe8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_216e7cc8-3657-4a25-b241-9771aca1c3a3"},{"id":"occ_2537e6e727accf79ec1dc55f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_30ef864b-a406-4665-962c-7f2624777094","section_id":"sec_ea845e94-85ca-41b8-bcfc-4b5bc6d3656e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"**絶ノイア:** 主権AIも、国産モデルだけではなく、国内で動かすGPU、HBM、電力、評価基盤が重要ですね。","quote_start":0,"quote_end":56,"text_sha256":"883b0744d2db27cb37118d45b0bea0662c2f94a896644cde3717a1a8966ff7dc","block_sha256":"883b0744d2db27cb37118d45b0bea0662c2f94a896644cde3717a1a8966ff7dc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_30ef864b-a406-4665-962c-7f2624777094"},{"id":"occ_e8b99c545e1510d445e1aac2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_353eda51-f38c-4912-9ccb-b081be48458d","section_id":"sec_e3512c16-ad70-4bfb-bced-5ee623f97ab1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 2. HBMはかなり厳しい","quote_start":0,"quote_end":16,"text_sha256":"a38670e7f392ef4c1bc06a775e3cd6022aa33ed47fa57f850fa82acec18a2ef9","block_sha256":"a38670e7f392ef4c1bc06a775e3cd6022aa33ed47fa57f850fa82acec18a2ef9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_353eda51-f38c-4912-9ccb-b081be48458d"},{"id":"occ_e3f71eee7ecf4bdadd373579","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_381ba807-6dda-4c8a-a699-b3515258c909","section_id":"sec_56dd1691-fff8-4093-a7e6-52ce4f4ec3ee","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"このうち短期で最も強いのは、**HBM + CoWoS + 電力**です。","quote_start":0,"quote_end":37,"text_sha256":"8f33b2791d8204cc12851785d2c4f8d9c405a465b1877115adb53218e0db9779","block_sha256":"8f33b2791d8204cc12851785d2c4f8d9c405a465b1877115adb53218e0db9779","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_381ba807-6dda-4c8a-a699-b3515258c909"},{"id":"occ_9ea102e23f3dff0f1401937d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_3c839a2d-e989-43f6-98e7-3ae86c178234","section_id":"sec_a5513451-d834-4c9b-8dba-257496767a66","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"特に主権AI用の独自ASICが増えると、GPU需要を一部代替する一方で、**TSMC先端ノード、HBM、CoWoSを同じように奪い合う**ことになります。つまりASIC化はGPU不足を緩和しても、パッケージとHBM不足を緩和するとは限りません。","quote_start":0,"quote_end":122,"text_sha256":"bb960d7c3ee5580226db3d4bb66c24dfa20ea1213de31472ef1d8aa0522bed73","block_sha256":"bb960d7c3ee5580226db3d4bb66c24dfa20ea1213de31472ef1d8aa0522bed73","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_3c839a2d-e989-43f6-98e7-3ae86c178234"},{"id":"occ_b010c95b6766f5b35a646ae9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_4a15d17a-1e63-418f-b044-67e182e84e65","section_id":"sec_1976093c-73f1-48d7-b657-379c2d61c8b3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"| 範囲        |    HBM市場への上振れ |\n| --------- | ------------: |\n| 非米国・非中国のみ |   **+2〜5%程度** |\n| 中国込みベース   |  **+5〜10%程度** |\n","quote_start":0,"quote_end":120,"text_sha256":"a692e743cc4f5f7cabcdc728cb96a254f0eddd73c0117008a2c46963c39b5f0b","block_sha256":"a692e743cc4f5f7cabcdc728cb96a254f0eddd73c0117008a2c46963c39b5f0b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_4a15d17a-1e63-418f-b044-67e182e84e65"},{"id":"occ_02e603a4b39be80219e9cef0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_4a1dd51d-d25c-427a-848c-931e96248f99","section_id":"sec_1976093c-73f1-48d7-b657-379c2d61c8b3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"このHBM市場に対して、主権AI由来の追加需要は以下くらいです。","quote_start":0,"quote_end":32,"text_sha256":"dd36f4adeb165633cc560e37b813614ec9277e9265d71813f73fc7263e85ca1a","block_sha256":"dd36f4adeb165633cc560e37b813614ec9277e9265d71813f73fc7263e85ca1a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_4a1dd51d-d25c-427a-848c-931e96248f99"},{"id":"occ_7f2f8151085d40badc039c6b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_4ce319d3-c1b4-481a-bb5a-5c8289b24e18","section_id":"sec_1976093c-73f1-48d7-b657-379c2d61c8b3","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"ただし、HBM市場全体は米国ハイパースケーラー需要が巨大なので、韓国単独では市場を変えるほどではありません。しかし、韓国、EU、UAE、サウジ、インド、日本、中国が同時に積み上がると、**HBM不足を長期化させる上","quote_start":0,"quote_end":107,"text_sha256":"7e45c2923aab171ac68c03069ec9dd83f109a34ef608d53728dbac057dcd1267","block_sha256":"7e45c2923aab171ac68c03069ec9dd83f109a34ef608d53728dbac057dcd1267","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_4ce319d3-c1b4-481a-bb5a-5c8289b24e18"},{"id":"occ_3237885295beb5f482de41c9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_54325d84-7e1b-4bc5-9cfd-4015faf65ba1","section_id":"sec_6791e185-d3c1-4beb-a51a-c616a6d5829a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"一番の制約は、短期では**HBMとCoWoS**。\n中期では**電力、変電、液冷、光通信**。\n長期では**運用人材と評価基盤**です。","quote_start":0,"quote_end":68,"text_sha256":"61cea8d73a3716482a3a8c658b1ec78d0920e29eed88a86d7679fc2ba44e4ba0","block_sha256":"61cea8d73a3716482a3a8c658b1ec78d0920e29eed88a86d7679fc2ba44e4ba0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_54325d84-7e1b-4bc5-9cfd-4015faf65ba1"},{"id":"occ_e32077a432f1a89692cf15a0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_593735cd-91b7-4765-9ee3-64de36f33c64","section_id":"sec_1976093c-73f1-48d7-b657-379c2d61c8b3","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM3e"],"evidence":{"text_basis":"markdown","start":25,"end":30,"exact":"HBM3e","quote":"NVIDIA H200は1基あたり**141GB HBM3e**、DGX B200は8基のBlackwell GPUで合計**1,440GB**、つまり1GPUあたり約180GBのHBMを持ちます。Blackwell Ultra世代ではさらに大容量化します。(","quote_start":0,"quote_end":130,"text_sha256":"367065f291b1e707c63ffbdc112793d3d6a71a95cca090323d83a6ad22056642","block_sha256":"367065f291b1e707c63ffbdc112793d3d6a71a95cca090323d83a6ad22056642","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_593735cd-91b7-4765-9ee3-64de36f33c64"},{"id":"occ_9a72a33d92e0ed33be37c030","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_6adf485b-286f-4f1b-8f2b-ccfab3c63604","section_id":"sec_1a3c7ed6-0942-4f08-ba6c-52a6e0a02e56","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":84,"end":87,"exact":"HBM","quote":"運用可能なオープンウェイトの選択肢が増えることにある。\n- 主権AIは、モデル所有から、国内クラウド、GPU/HBM、専門データ、評価、運用ループへ焦点が移っている。\n- オープンウェイトはフロンティアモデル保有国との差を消すのではなく、遅延同期できる余地を作る。\n- 非米国・非中国の主権AI需要は、GPU、ASI","quote_start":29,"quote_end":187,"text_sha256":"bb57825af9ab317e2ec9f683728c58579b1dc26943d4719ad2aa8f24dde5c3cf","block_sha256":"bb57825af9ab317e2ec9f683728c58579b1dc26943d4719ad2aa8f24dde5c3cf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_6adf485b-286f-4f1b-8f2b-ccfab3c63604"},{"id":"occ_d3af2371077dc27c2359acb3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_7a654ea4-480c-4851-9c32-9fa42087d2b4","section_id":"sec_c987a51d-3e84-45cc-abc3-208b48105ea8","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":362,"end":365,"exact":"HBM","quote":"*+5〜10%** | **+15〜25%** | GPUの後に推論特化で伸びる           |\n| HBM          |  **+5〜10%** | **+10〜20%** | 中国込みで効く。非中国のみなら+2〜5%     |\n| データセンター半導体全体 |   **+3〜8%** |  *","quote_start":307,"quote_end":465,"text_sha256":"c7942deaeb87c6b73c837f8e385b9af2387c8538f8f7e78e4c37b36c31a7f3f9","block_sha256":"c7942deaeb87c6b73c837f8e385b9af2387c8538f8f7e78e4c37b36c31a7f3f9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_7a654ea4-480c-4851-9c32-9fa42087d2b4"},{"id":"occ_213fa3640373897abdfe9e8c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_7d139998-5f25-445d-8ed1-46f7f9b1946c","section_id":"sec_39893bbf-0dd3-4a2f-9695-4497069d4b11","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":60,"end":63,"exact":"HBM","quote":"xt\n強いオープンウェイトが出る\n  ↓\n各国が国内クラウドに載せたくなる\n  ↓\nGPU / ASIC / HBM / eSSD / 光通信需要が増える\n  ↓\n電力、冷却、CoWoS、運用人材が制約になる\n  ↓\n主権AIはモデル政策からインフラ政策へ変わる\n```","quote_start":5,"quote_end":140,"text_sha256":"5ee8bfedf12abe10c46e5c05e64b655692e29697602a54e39ed44c6e1b46398e","block_sha256":"5ee8bfedf12abe10c46e5c05e64b655692e29697602a54e39ed44c6e1b46398e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_7d139998-5f25-445d-8ed1-46f7f9b1946c"},{"id":"occ_2e59ac518228c299e9a8e382","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_807a6482-34c0-42b3-b804-6781ebab390c","section_id":"sec_317cfc6b-89ab-45c8-89b8-930029775bde","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"* HBM：SK hynix、Samsung、Micron\n* 先端パッケージ：TSMC、ASE、Amkor、素材・装置\n* 光通信：Broadcom、Marvell、Coherent、Lumentum、InP","quote_start":0,"quote_end":105,"text_sha256":"eac02fedb6de2e440d779b75cc5631f370a36aa706bfa009bbfed5bd42485980","block_sha256":"eac02fedb6de2e440d779b75cc5631f370a36aa706bfa009bbfed5bd42485980","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_807a6482-34c0-42b3-b804-6781ebab390c"},{"id":"occ_725f0d4627cfd8df192e6e48","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_9364d4fe-84a4-48bc-a6b0-4be6656fd452","section_id":"sec_a5513451-d834-4c9b-8dba-257496767a66","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"AIチップはロジックダイとHBMを近接接続するため、CoWoSなどの先端パッケージを必要とします。ここも強い制約です。","quote_start":0,"quote_end":59,"text_sha256":"55f15645099cd3779a8668f6d47c7a0a10e6fb0ddcedb6a31d39c1051c520c13","block_sha256":"55f15645099cd3779a8668f6d47c7a0a10e6fb0ddcedb6a31d39c1051c520c13","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_9364d4fe-84a4-48bc-a6b0-4be6656fd452"},{"id":"occ_f99cc72a28e9f655d77776a0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_a956f0ac-3f60-462f-8ddf-7c15a241ca74","section_id":"sec_1d4068ec-3624-4876-a806-21820b060b4d","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":212,"end":215,"exact":"HBM","quote":"    | 2026〜2030 | 最も硬い。半導体より立ち上げに時間がかかる    |\n|   2 | **HBM**           | 2026〜2028 | 2026供給は実質売り切れ。HBM4歩留まりも鍵 |\n|   3 | **CoWoS/先端パッケージ** | 2026〜2028 | 増産中だが需","quote_start":157,"quote_end":315,"text_sha256":"3ae8a6c887135a8fefa7252e6b790b5c23644c788b5ef594092cdb3b253aaacf","block_sha256":"3ae8a6c887135a8fefa7252e6b790b5c23644c788b5ef594092cdb3b253aaacf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_a956f0ac-3f60-462f-8ddf-7c15a241ca74"},{"id":"occ_7632f083e5ffa9067eb2da79","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_ab140b69-7d86-4422-83d7-ab71d0cd0af2","section_id":"sec_e3512c16-ad70-4bfb-bced-5ee623f97ab1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、主権AI需要の増加で最も分かりやすく詰まります。","quote_start":0,"quote_end":29,"text_sha256":"207622001939638744d7104504acc3369899bb92271ba294286d6233b1496996","block_sha256":"207622001939638744d7104504acc3369899bb92271ba294286d6233b1496996","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_ab140b69-7d86-4422-83d7-ab71d0cd0af2"},{"id":"occ_ff5f36dd207820c330b974e5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_af986d25-0780-4754-9801-97e379cce7d6","section_id":"sec_e3512c16-ad70-4bfb-bced-5ee623f97ab1","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM3e"],"evidence":{"text_basis":"markdown","start":25,"end":30,"exact":"HBM3e","quote":"NVIDIA H200は1GPUあたり141GBのHBM3e、DGX B200は8基のB200 GPUで合計1,440GB、つまり1GPUあたり180GBのHBMを搭載します。NVIDIA公式もH200の141GB HBM3e、DGX B200の1,440GB","quote_start":0,"quote_end":130,"text_sha256":"ad016820a4115ac7fc920e03fcd9973f8a59ccb932777f447f62d72aadb8feaa","block_sha256":"ad016820a4115ac7fc920e03fcd9973f8a59ccb932777f447f62d72aadb8feaa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_af986d25-0780-4754-9801-97e379cce7d6"},{"id":"occ_e87bad55097099b82422433a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_bac366e5-9e85-4c05-9762-edbe13fcd270","section_id":"sec_a5513451-d834-4c9b-8dba-257496767a66","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":188,"end":191,"exact":"HBM","quote":"せん。B200、GB200、Rubin、AI ASIC、ネットワークASICでは、必要なインターポーザサイズ、HBM個数、基板、テスト工程が異なります。","quote_start":133,"quote_end":209,"text_sha256":"ef711b77d7c772a28c9b9a817060577df9e27db210eb3e0abfdc8a48375e06b4","block_sha256":"ef711b77d7c772a28c9b9a817060577df9e27db210eb3e0abfdc8a48375e06b4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_bac366e5-9e85-4c05-9762-edbe13fcd270"},{"id":"occ_b2031fa15fe2d56175cb3291","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_c5bd676a-fbe5-41da-a73e-f6144096f434","section_id":"sec_e3512c16-ad70-4bfb-bced-5ee623f97ab1","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"さらにSK hynixは2026年のDRAM、HBM、NAND出力がすでに売り切れたと述べ、Micronも2026年のHBM供給がすでに売り切れたと報じられています。([Reuters][15])","quote_start":0,"quote_end":98,"text_sha256":"be5c5d8a4a472a9ffaf11911603ac3bff44770835fddc9880b119646fc0289d5","block_sha256":"be5c5d8a4a472a9ffaf11911603ac3bff44770835fddc9880b119646fc0289d5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_c5bd676a-fbe5-41da-a73e-f6144096f434"},{"id":"occ_56b28478c18671fb30e71903","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_c66af031-318e-4fe1-a09f-65ed7ea07379","section_id":"sec_1d4068ec-3624-4876-a806-21820b060b4d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"短期で価格を押し上げるのはHBMとCoWoS。\n中期で立ち上げを遅らせるのは電力・冷却・施工。\n長期で主権AIの実効性を左右するのは人材・運用・評価基盤です。","quote_start":0,"quote_end":79,"text_sha256":"eb1f3f06ce9b9a1043656b89df13e0eb8cba4fc6aa702f5c28486b0ad656b7a7","block_sha256":"eb1f3f06ce9b9a1043656b89df13e0eb8cba4fc6aa702f5c28486b0ad656b7a7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_c66af031-318e-4fe1-a09f-65ed7ea07379"},{"id":"occ_4ea374e1a77392acef95744d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_d073de1a-e1f0-4804-829f-9ebdf91aad1c","section_id":"sec_1976093c-73f1-48d7-b657-379c2d61c8b3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"Micron関連の市場見通しでは、HBM市場は2025年約350億ドルから2028年ごろに約1,000億ドル規模へ拡大するとの見方が出ています。([blocksandfiles][12])","quote_start":0,"quote_end":94,"text_sha256":"9797a0b59e6fb6cb184ff0e604b712c4f5e15a33ba7ca52a4e345a4eb787503d","block_sha256":"9797a0b59e6fb6cb184ff0e604b712c4f5e15a33ba7ca52a4e345a4eb787503d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_d073de1a-e1f0-4804-829f-9ebdf91aad1c"},{"id":"occ_b21074657d14fe57198d0907","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_da6e3dc0-07c2-41d1-b4e9-6de61be0b957","section_id":"sec_1976093c-73f1-48d7-b657-379c2d61c8b3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 6. HBM・メモリ市場への上振れ","quote_start":0,"quote_end":20,"text_sha256":"e27bd3a8c79da6b484ff73853fe1d9d38e9f919fd4cc3fa63efdd407d609cf7a","block_sha256":"e27bd3a8c79da6b484ff73853fe1d9d38e9f919fd4cc3fa63efdd407d609cf7a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_da6e3dc0-07c2-41d1-b4e9-6de61be0b957"},{"id":"occ_d7e8022fd1ff297a37353d72","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_e0255d89-75b0-4e22-a806-44bb4a72ed7a","section_id":"sec_e3512c16-ad70-4bfb-bced-5ee623f97ab1","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"問題は、HBMが通常DRAMよりはるかにウェハー効率を食うことです。TrendForceは、主要3社のHBMウェハー投入比率が2025年末18%、2026年22%、2027年30%へ上がる一方、HBMのビット供給比","quote_start":0,"quote_end":107,"text_sha256":"0a5e5c8d0040741d60f102a911b5070a7ad0ddfa8db3d16badc44bcb347ff5f0","block_sha256":"0a5e5c8d0040741d60f102a911b5070a7ad0ddfa8db3d16badc44bcb347ff5f0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_e0255d89-75b0-4e22-a806-44bb4a72ed7a"},{"id":"occ_297c71b20aaebe792cdbec90","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_e37fb915-b6db-46d3-b8a8-f8582716620e","section_id":"sec_e3512c16-ad70-4bfb-bced-5ee623f97ab1","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"したがって、主権AI需要が上乗せされると、**HBMは2026〜2027年にほぼ確実に強い供給制約**になります。2028年以降もHBM4/12Hi/16Hiの歩留まり、TSV工程、ベースダイ、テスト工程が追いつくかが問題です。","quote_start":0,"quote_end":114,"text_sha256":"406d49a6c55306478f9eaa12bf8627443ee3ccced74358941dc44f946f25ebe8","block_sha256":"406d49a6c55306478f9eaa12bf8627443ee3ccced74358941dc44f946f25ebe8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_e37fb915-b6db-46d3-b8a8-f8582716620e"},{"id":"occ_6a613179ef35fdabe3d28050","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_e66f07b2-3803-4de0-b863-adb84d210415","section_id":"sec_7162a449-dab2-4c32-b140-0566a734ccd0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"| 受け皿 | ない場合に起きること |\n| --- | --- |\n| GPU/HBMと国内クラウド | オープンウェイトを公開されても実務で回せない |\n| 専門データ基盤 | 汎用チャットボットとしてしか使えない |\n| 評価・監査基盤 | 法律、医療、防衛、行政で使う危険を測れな","quote_start":0,"quote_end":144,"text_sha256":"0325233a023c5c1c0256b7c3c5c4ce7a6b22ddcdb5a366f25f9ebcab1a338266","block_sha256":"0325233a023c5c1c0256b7c3c5c4ce7a6b22ddcdb5a366f25f9ebcab1a338266","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_e66f07b2-3803-4de0-b863-adb84d210415"},{"id":"occ_ceed77a076124acdbf33b883","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_ece6b916-0f3a-4f29-9222-6b19e883450e","section_id":"sec_e3512c16-ad70-4bfb-bced-5ee623f97ab1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"になります。中国込みのベース、約470万GPU/ASIC相当なら、必要HBMは**846PB〜1.35EB級**です。","quote_start":0,"quote_end":59,"text_sha256":"b64e9b2db3837882b869c73e0262eb977e9ce4b2ffff050189c6e28a7f9f307c","block_sha256":"b64e9b2db3837882b869c73e0262eb977e9ce4b2ffff050189c6e28a7f9f307c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_ece6b916-0f3a-4f29-9222-6b19e883450e"},{"id":"occ_5d97bf0a998ce44f6850ff4e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_ee4e1b95-d1ae-4d17-a420-ac3ed562b9bb","section_id":"sec_56dd1691-fff8-4093-a7e6-52ce4f4ec3ee","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":167,"end":170,"exact":"HBM","quote":"ロジック半導体 | TSMC 3nm/2nm/A16、Samsung/Intel先端ノード      |\n| HBM     | SK hynix、Samsung、MicronのHBM3E/HBM4供給     |\n| 先端パッケージ | CoWoS、CoWoS-L、SoIC、EMIB、OSAT能力        ","quote_start":112,"quote_end":270,"text_sha256":"ca063e62e3df4075c7d8df2670646cf5b107cb4e87b77be7af1bf47eb1b70c4b","block_sha256":"ca063e62e3df4075c7d8df2670646cf5b107cb4e87b77be7af1bf47eb1b70c4b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_ee4e1b95-d1ae-4d17-a420-ac3ed562b9bb"},{"id":"occ_8f8eae60bd2698369cf37c8e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_f634e7fb-d0d9-4f32-abc8-0d715bf888c5","section_id":"sec_e3512c16-ad70-4bfb-bced-5ee623f97ab1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":55,"end":58,"exact":"HBM","quote":"前回のベースシナリオで、非米国・非中国の主権AI需要を**約217万GPU相当**と置くと、B200級なら必要HBMは、","quote_start":0,"quote_end":60,"text_sha256":"7d7601b5a9b0e06b4095fb11ed92432065be8e32e8625ee4b351e47a71e8a867","block_sha256":"7d7601b5a9b0e06b4095fb11ed92432065be8e32e8625ee4b351e47a71e8a867","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_f634e7fb-d0d9-4f32-abc8-0d715bf888c5"},{"id":"occ_51214557a7af83f591a66502","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_f78ff534-ca47-4668-b891-8e534a2afebc","section_id":"sec_4be1296f-b33e-4023-ad73-4a553062722e","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":68,"end":71,"exact":"HBM","quote":"が「モデル名」から「受け皿」へ移っていることを感じます。強いオープンウェイトが出てきても、国内にGPUがない、HBMがない、データセンターがない、評価基盤がない、専門データがないなら、それはただのダウンロード可能な重みにすぎません。","quote_start":13,"quote_end":129,"text_sha256":"eeee3e37d9fbeab6ccb15abee46e6cfd4cfc3bf09c7c6a57499c3aa6202123a1","block_sha256":"eeee3e37d9fbeab6ccb15abee46e6cfd4cfc3bf09c7c6a57499c3aa6202123a1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_f78ff534-ca47-4668-b891-8e534a2afebc"},{"id":"occ_6f0dd7c436cf4f3d4d00f09a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed","block_id":"blk_fc4e0a70-bc62-45a9-bb6a-edb074db1ac9","section_id":"sec_1976093c-73f1-48d7-b657-379c2d61c8b3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"|       導入量 |         必要HBM量 |\n| --------: | -------------: |\n| 100万GPU相当 |     約180〜288PB |\n| 200万GPU相当 |     約360〜576PB |\n| 4","quote_start":0,"quote_end":127,"text_sha256":"7cf4143a64e0e49411664d8c5f58ffa44a69d3c55eac7b6aa620204e43803c31","block_sha256":"7cf4143a64e0e49411664d8c5f58ffa44a69d3c55eac7b6aa620204e43803c31","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_92ff5158-6c34-4526-ab02-c8db8332951f/#blk_fc4e0a70-bc62-45a9-bb6a-edb074db1ac9"},{"id":"occ_5cc9ab68c2c5073e64d30102","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8","work_id":"wrk_8f40984a-d96e-441d-8ace-83f20958435a","block_id":"blk_25e450fe-7c79-4224-82dc-a8e8deee3f76","section_id":"sec_22c99273-2a63-411c-8482-7f086a5881cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"AI時代のハイパースケーラーは、GPU、HBM、DRAM、SSD、電力、冷却、データセンターを大量に買う。だから短期的には、半導体企業やメモリ企業に利益を吸われ、フリーキャッシュフローを圧迫される存在に見える。だが一方で、彼らは自社クラウドの需要","quote_start":0,"quote_end":123,"text_sha256":"99a76423fd148eeaa28d692ec5baa7e44efdf7652fe3218a11ecd50b94bf4cb9","block_sha256":"99a76423fd148eeaa28d692ec5baa7e44efdf7652fe3218a11ecd50b94bf4cb9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8/#blk_25e450fe-7c79-4224-82dc-a8e8deee3f76"},{"id":"occ_5c22d8d787cd5a09fc20c1c5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8","work_id":"wrk_8f40984a-d96e-441d-8ace-83f20958435a","block_id":"blk_8be4c5b3-ac54-4f77-874d-56f2bf122d5f","section_id":"sec_51afb81b-a7b6-4782-a1db-fdf76b49fc5e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"第二段階は、AIインフラ相場だった。  \nGPU、HBM、DRAM、NAND、ASIC、電力、冷却、データセンター、光ネットワーク。AIを動かすための物理インフラが主役になった。","quote_start":0,"quote_end":89,"text_sha256":"2653532a7707f499b76337713cc696b1be7d145da6dfbfbc710412b88b17df82","block_sha256":"2653532a7707f499b76337713cc696b1be7d145da6dfbfbc710412b88b17df82","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8/#blk_8be4c5b3-ac54-4f77-874d-56f2bf122d5f"},{"id":"occ_8deb922dd8c9a4ca4f4c7148","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8","work_id":"wrk_8f40984a-d96e-441d-8ace-83f20958435a","block_id":"blk_e78ff75f-5a49-44ba-a2b6-598fe78dbbc9","section_id":"sec_195f2186-f474-4494-b6a9-3632a094a037","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"データセンターを作る。  \n電力を確保する。  \n冷却設備を用意する。  \nGPUを買う。  \nHBMを買う。  \n光ネットワークを敷く。  \nASICを設計する。  \n政府向け閉域クラウドを運用する。  \n主権AIリージョンを作る。","quote_start":0,"quote_end":117,"text_sha256":"99be77a4767b20e16439fea70b062df423b2feb4110627ad070faf210825c2a0","block_sha256":"99be77a4767b20e16439fea70b062df423b2feb4110627ad070faf210825c2a0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8/#blk_e78ff75f-5a49-44ba-a2b6-598fe78dbbc9"},{"id":"occ_d455f03c20feebbd88fbc6ac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_033ee3bd-16f0-4ba9-bfc2-f32891ae7185","section_id":"sec_a932bbdb-5dfe-4d72-8505-edbe95be1e34","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"Arm AGI CPUは、少なくともCPU単体としては**HBMを大量に使わない**ため、HBM供給の争奪戦からは相対的に距離があります。  \nこれは供給面で大きな利点です。","quote_start":0,"quote_end":87,"text_sha256":"c166dfaa286f9c38003caaed2b781c8688cd526b51a1c5dfed515d8a8b98343f","block_sha256":"c166dfaa286f9c38003caaed2b781c8688cd526b51a1c5dfed515d8a8b98343f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_033ee3bd-16f0-4ba9-bfc2-f32891ae7185"},{"id":"occ_ab5cb0b41af66e907116c8ae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_0860c014-9f1b-46a4-b2f0-781a54ad2e49","section_id":"sec_b797d78c-2c57-4558-840b-0d8b2e2b35dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":66,"end":69,"exact":"HBM","quote":"ink-C2Cを中心に、Rubin GPUと非常に密に接続されます。これはCPUとGPUの距離を縮め、GPUのHBMとCPU側LPDDRを近い関係で使うためには強力ですが、その価値はNVIDIAスタック内で最大化されます。","quote_start":11,"quote_end":122,"text_sha256":"0e1b4a609ae566472b10e16f135daf796e2cb1bae28c3c817c0ab64d83b182cc","block_sha256":"0e1b4a609ae566472b10e16f135daf796e2cb1bae28c3c817c0ab64d83b182cc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_0860c014-9f1b-46a4-b2f0-781a54ad2e49"},{"id":"occ_8100755007d989e0f53b5d5f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_1635bad8-6595-4629-8b2a-1e0d1fa9e708","section_id":"sec_8cc1538e-9ba8-4789-b55a-a22a135575a3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"ただし、NVIDIAは供給網の支配力が強い一方で、必要な部材も最も多いです。GPU、HBM、CoWoS、NVSwitch、NIC、DPU、光接続、液冷ラック、電力まで絡むため、どこか一つが詰まるとラック全体の出荷に影響します。","quote_start":0,"quote_end":113,"text_sha256":"95c667b1e9e0dccaeb59642c33516129e39710c7281bfc2e2cff0f612868bc8e","block_sha256":"95c667b1e9e0dccaeb59642c33516129e39710c7281bfc2e2cff0f612868bc8e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_1635bad8-6595-4629-8b2a-1e0d1fa9e708"},{"id":"occ_1e2f4f575b60515e58a79774","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_2c6b5451-5aa6-4c21-9a20-d513346d0e07","section_id":"sec_8cc1538e-9ba8-4789-b55a-a22a135575a3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"これは、NVIDIAがTSMC、HBM、先端パッケージ、基板、サーバーODM、ネットワーク部品などをかなり先まで押さえていることを示します。単にGPUを売るだけでなく、Vera CPU、Rubin GPU、NVLink、ConnectX、","quote_start":0,"quote_end":119,"text_sha256":"3c69f145cbff2080fa48dfc406988b858cf05e2f6b2b6aaccf82b385fd887b8d","block_sha256":"3c69f145cbff2080fa48dfc406988b858cf05e2f6b2b6aaccf82b385fd887b8d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_2c6b5451-5aa6-4c21-9a20-d513346d0e07"},{"id":"occ_5e648a128e3eb48102d68d46","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_3d45886c-1f78-4f4f-b8e0-1b44ebd35c13","section_id":"sec_9678b8f9-82e3-4228-9162-e64119936cc3","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"```\n・HBM/CoWoS/基板/ODMの確保力はNVIDIAほど圧倒的ではない\n・MI400/MI450X、Heliosの供給網はこれから本格立ち上げ\n・ROCmやラック運用実績はNVIDIA CUDA/DGX系","quote_start":0,"quote_end":108,"text_sha256":"b7928f59d333a341b45019b51e3952acdc6a492dd8b7bc5dd55fcdbca21a7779","block_sha256":"b7928f59d333a341b45019b51e3952acdc6a492dd8b7bc5dd55fcdbca21a7779","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_3d45886c-1f78-4f4f-b8e0-1b44ebd35c13"},{"id":"occ_5a1d7df51578c14e4411805a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_43805c29-0597-49cd-a983-d40fb2bdf146","section_id":"sec_92332045-5bba-42b3-8514-8957bb52a9a1","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":93,"end":96,"exact":"HBM","quote":"、SAP、SK Telecomなどの初期パートナー\n・TSMC 3nm採用で、N2よりは成熟した先端ノード\n・HBM/CoWoS依存が小さい\n・DDR5、PCIe、CXL中心で標準サーバー部材に近い\n・Lenovo、Quantaなどサーバーシステム協業の報道\n```","quote_start":38,"quote_end":171,"text_sha256":"71309dff53ce43a27b585c2c7c70fb0d3771c45a05573d42b1c61e30b5a34822","block_sha256":"71309dff53ce43a27b585c2c7c70fb0d3771c45a05573d42b1c61e30b5a34822","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_43805c29-0597-49cd-a983-d40fb2bdf146"},{"id":"occ_82c395b73f38ffa02ad388ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_57ecf609-7a9e-4640-8208-c8151e85a62d","section_id":"sec_73474999-c3ed-43a9-8c63-e9b251832b04","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"ここで重要なのは、CPUだけでなくAI ASIC、GPU、ネットワークチップ、HBMベースダイなども同じ先端ノードや先端パッケージを取り合うことです。","quote_start":0,"quote_end":75,"text_sha256":"421f64f7cea9b672ed6f3c338e0f2144fe9d248577b0eb493bcb851a7e452d08","block_sha256":"421f64f7cea9b672ed6f3c338e0f2144fe9d248577b0eb493bcb851a7e452d08","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_57ecf609-7a9e-4640-8208-c8151e85a62d"},{"id":"occ_f2971dc093cecd09a94128c4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_60ac0458-b01a-448e-a400-76fc78b0b5ed","section_id":"sec_73c88c5c-d00f-4152-a231-fb3b751d4978","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"そして供給面では、NVIDIAが最も強いです。1190億ドル規模の供給関連コミットメントは、HBM、先端パッケージ、TSMC、基板、ODM、ラック全体を押さえる力を示します。([SEC](https://www.sec.gov/Archives/edgar/data/1045810/0001045","quote_start":0,"quote_end":149,"text_sha256":"0de20a5286c94fd7841b33a4c04b001aa1438a5e0935a44353f7dbe91a75ea6f","block_sha256":"0de20a5286c94fd7841b33a4c04b001aa1438a5e0935a44353f7dbe91a75ea6f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_60ac0458-b01a-448e-a400-76fc78b0b5ed"},{"id":"occ_e017ccd33ab6711fe9203252","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_640ce4ab-44fc-4bb2-9686-ff7286ee6845","section_id":"sec_68ccc6b8-d56c-4a75-9e5b-ec81dd653c1f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"```\n・TSMC/Samsung先端ノード枠の確保\n・HBMや高速メモリの確保\n・サーバーODMとの量産実績\n・データセンター向けソフトウェアスタック\n・米中規制、特に中国顧客向けASICの輸出管理\n```","quote_start":0,"quote_end":104,"text_sha256":"42cc4dbd5a5b718a95c0f033834426005924f91b550cebfc3ed75bd12341fad8","block_sha256":"42cc4dbd5a5b718a95c0f033834426005924f91b550cebfc3ed75bd12341fad8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_640ce4ab-44fc-4bb2-9686-ff7286ee6845"},{"id":"occ_014c04b360346a761ced4753","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_8df89e6e-4b6c-41c5-91eb-01f9659993fd","section_id":"sec_8cc1538e-9ba8-4789-b55a-a22a135575a3","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"```\n・圧倒的な売上規模\n・高ASP、高粗利\n・HBMメーカーへの影響力\n・TSMC/CoWoS枠の優先確保\n・NVLink/NIC/DPU/スイッチまで自社で持つ\n・ハイパースケーラーからの長期需要\n```","quote_start":0,"quote_end":105,"text_sha256":"7d9e285679d717aeda8c66a143ef9489a231a470ba42ce7a8941f7669727cfcd","block_sha256":"7d9e285679d717aeda8c66a143ef9489a231a470ba42ce7a8941f7669727cfcd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_8df89e6e-4b6c-41c5-91eb-01f9659993fd"},{"id":"occ_73209b05b774e6c5e7216730","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_9959062f-1614-4155-8579-46d6e0cd839d","section_id":"sec_9af95fb3-8aa0-4929-9174-d043cad8e302","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":209,"end":212,"exact":"HBM","quote":"単体の供給確度は非常に高い\n\nNVIDIA Vera / Rubin\n  = 供給確保力は最強\n  = ただしHBM、CoWoS、液冷、電力まで絡むため最も重い\n```","quote_start":154,"quote_end":238,"text_sha256":"89d698a28bd4afd29ea13f7b842a4bd500a095e7533386d15bb79cf53640fd1d","block_sha256":"89d698a28bd4afd29ea13f7b842a4bd500a095e7533386d15bb79cf53640fd1d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_9959062f-1614-4155-8579-46d6e0cd839d"},{"id":"occ_09eacd7e756d3ea7aa7e0073","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_a9957207-fffe-409d-bf7b-84e7fb857ea1","section_id":"sec_f9bafe6e-b4be-47fb-b715-612ff6462692","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":112,"end":115,"exact":"HBM","quote":"御タスクを処理\n\n2. LPDDR5X / SOCAMM\n   CPU側に高帯域・大容量メモリを置き、GPUのHBMを補助\n\n3. NVLink-C2C\n   CPUとRubin GPUを高帯域・低遅延でつなぐ\n\n4. AI制御向け設計\n   KVキャッシュ、推論リクエスト、RL環境、ツール実行を高速化\n```","quote_start":57,"quote_end":213,"text_sha256":"4a2b91ba61f96dfe40096063d2769223e6684523d7918cec0d0517fd1c73fb80","block_sha256":"4a2b91ba61f96dfe40096063d2769223e6684523d7918cec0d0517fd1c73fb80","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_a9957207-fffe-409d-bf7b-84e7fb857ea1"},{"id":"occ_7ce6f577725a9c93887df18d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_bf75a484-198e-4a43-a195-2c3926a24415","section_id":"sec_8dd3e000-30a9-46e4-8f9a-1510e88c3fdb","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":47,"end":50,"exact":"HBM","quote":"```\nRubin GPUとのNVLink-C2C\nLPDDR5X/SOCAMMによるGPU HBM補助\nKVキャッシュ管理\n強化学習環境\nagentic AIのサンドボックス実行\nNVIDIAラック全体のGPU稼働率最大化\n```","quote_start":0,"quote_end":116,"text_sha256":"5c0ef6847e367f07483c0e0157f4cb5fb51be7347fedd3f5314942e174f0b85a","block_sha256":"5c0ef6847e367f07483c0e0157f4cb5fb51be7347fedd3f5314942e174f0b85a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_bf75a484-198e-4a43-a195-2c3926a24415"},{"id":"occ_ab7366748fd233237f7f71e0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_c3e0e826-7e78-47ef-a88b-1315e917c748","section_id":"sec_a932bbdb-5dfe-4d72-8505-edbe95be1e34","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":46,"end":50,"exact":"HBM4","quote":"NVIDIA Vera Rubinの場合は、Vera CPUだけでなく、Rubin GPU、HBM4、CoWoS/SoIC系先端パッケージ、NVLink Switch、ConnectX、BlueField、Spectrum、光接続、液冷ラックまで絡みます。したがって、部材構成はArm AGI CPU","quote_start":0,"quote_end":150,"text_sha256":"e8a228c7b40c625b3266ce59c27b4876171e13ef5f3d3d122ac102383dd017b2","block_sha256":"e8a228c7b40c625b3266ce59c27b4876171e13ef5f3d3d122ac102383dd017b2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_c3e0e826-7e78-47ef-a88b-1315e917c748"},{"id":"occ_13150ec782578d639e8e7f95","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_c706f5d2-2695-4927-b308-c6db3315a050","section_id":"sec_9af95fb3-8aa0-4929-9174-d043cad8e302","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"Arm AGI CPUは、製造面ではNVIDIA Vera Rubinほど重くありません。  \nHBMやCoWoSを大量に使うAI GPUではなく、TSMC 3nm、DDR5、PCIe Gen6、CXL 3.0を中心とした標準I/O型CPUだからです。","quote_start":0,"quote_end":126,"text_sha256":"e8601c9d04fe301d6808da10784524f22d4dbf6f9fa9b087f60322de21efc8b6","block_sha256":"e8601c9d04fe301d6808da10784524f22d4dbf6f9fa9b087f60322de21efc8b6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_c706f5d2-2695-4927-b308-c6db3315a050"},{"id":"occ_acc64b867f620a569691741c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_c8a8447a-4b3b-4770-b9de-51570b700947","section_id":"sec_5c8b4f0d-9789-4afb-8668-cb53f6628f5c","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":82,"end":85,"exact":"HBM","quote":"へアクセスできない\n・SMIC/Hua HongのDUV多重露光に依存\n・歩留まり、電力効率、コストが不利\n・HBM、先端パッケージ、EDA、検査装置にも制約\n```","quote_start":27,"quote_end":110,"text_sha256":"4d199296d994e995885f7de03e5497544d3520ea8f8342e864cd7904b02a663f","block_sha256":"4d199296d994e995885f7de03e5497544d3520ea8f8342e864cd7904b02a663f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_c8a8447a-4b3b-4770-b9de-51570b700947"},{"id":"occ_93574479ca175826af22f940","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_d356b7a7-a86c-42bc-ad75-1ae3fa453ab7","section_id":"sec_86d7bb2e-0c83-40ee-bba4-4a5db8633469","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":124,"end":127,"exact":"HBM","quote":"S、SoIC、EFB、Foverosなど\n\nメモリ\n  DDR5、MRDIMM、LPDDR5X/SOCAMM、HBM\n\n基板\n  ABF基板、高多層基板、AIラック向け大型基板\n\nI/O部品\n  PCIe/CXL、SerDes、NIC、DPU、光トランシーバー\n\nラック組立能力\n  ODM、液冷、電源、配線、検査、","quote_start":69,"quote_end":227,"text_sha256":"8967db1fd9f4f8e1571382e915af10aa02e2aa433385ef4d2e60effaa36eb90a","block_sha256":"8967db1fd9f4f8e1571382e915af10aa02e2aa433385ef4d2e60effaa36eb90a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_d356b7a7-a86c-42bc-ad75-1ae3fa453ab7"},{"id":"occ_950f118f25ec718eca3972bf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_df79287c-7d5e-4712-847e-99570146c8ed","section_id":"sec_9fe50131-e42b-4f64-8f05-8ae596cbb73e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":85,"end":88,"exact":"HBM","quote":"はVera Rubinラック全体で見なければなりません。NVIDIAは供給関連コミットメントを巨額に積み上げ、HBM、TSMC、先端パッケージ、基板、ODM、ネットワーク部材を長期で押さえる力があります。一方、Vera RubinはHBM4やCoWoS、液冷、電力まで絡むため、供給網は最も重く複雑です。","quote_start":30,"quote_end":182,"text_sha256":"90b1c7910b9fe709769c99735984a9b6efb65d07f62c5a78f9ecc474d66a7052","block_sha256":"90b1c7910b9fe709769c99735984a9b6efb65d07f62c5a78f9ecc474d66a7052","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_df79287c-7d5e-4712-847e-99570146c8ed"},{"id":"occ_44981a895e04d2dd385aa52d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4","block_id":"blk_fb5a74b8-52ed-4580-a9ab-dc9b956acfa5","section_id":"sec_a932bbdb-5dfe-4d72-8505-edbe95be1e34","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":101,"end":104,"exact":"HBM","quote":"comm、MediaTek、ハイパースケーラーのASICなどが取り合う先端ノードです。つまり、AGI CPUはHBM制約は軽い一方で、**TSMC先端ノード枠の争奪戦からは逃げられません**。","quote_start":46,"quote_end":142,"text_sha256":"e0ffb02c106611c52e10836c9b6d64a62dfca7b0de62ec81b0cfb3c477ff762f","block_sha256":"e0ffb02c106611c52e10836c9b6d64a62dfca7b0de62ec81b0cfb3c477ff762f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4/#blk_fb5a74b8-52ed-4580-a9ab-dc9b956acfa5"},{"id":"occ_a9606adeb72b1f2fee0aceb2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_94f3d3d6-6b52-4f98-89a0-318fe428f5cb","work_id":"wrk_43737b34-e6d4-44d7-b140-1cd6aacb15fb","block_id":"blk_27f3993d-39e0-45e6-82ff-91b20a74ed56","section_id":"sec_dfe2e477-cca6-403e-bbbc-2afd8cd90f0e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":53,"end":56,"exact":"HBM","quote":"- データセンター建設\n- 変電所・電力設備\n- Trainium・NVIDIA GPU\n- CPU\n- HBM・DRAM\n- SSD・HDD\n- ネットワーク機器\n- 冷却設備","quote_start":0,"quote_end":89,"text_sha256":"f1396e6cac25186bed20dabc49dc0ffd5708171a983b49473c548ecb12b178fa","block_sha256":"f1396e6cac25186bed20dabc49dc0ffd5708171a983b49473c548ecb12b178fa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_94f3d3d6-6b52-4f98-89a0-318fe428f5cb/#blk_27f3993d-39e0-45e6-82ff-91b20a74ed56"},{"id":"occ_f68d8a17ccc3e85add8a4296","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_94f3d3d6-6b52-4f98-89a0-318fe428f5cb","work_id":"wrk_43737b34-e6d4-44d7-b140-1cd6aacb15fb","block_id":"blk_6355be1d-5f38-486d-8da5-29b352654895","section_id":"sec_50182486-f1b2-49c4-a195-8c824c744252","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、DRAM、SSD、HDDの価格上昇がAWSの利益率や新規契約価格へどう転嫁されるかを見る必要がある。","quote_start":0,"quote_end":54,"text_sha256":"29ff0c17ee91f7a0f5330f4c999fa4d59ff0b1eaea19cae8d0c30669844ed0f3","block_sha256":"29ff0c17ee91f7a0f5330f4c999fa4d59ff0b1eaea19cae8d0c30669844ed0f3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_94f3d3d6-6b52-4f98-89a0-318fe428f5cb/#blk_6355be1d-5f38-486d-8da5-29b352654895"},{"id":"occ_1ab96ea238546770b5fd7842","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_977092a4-68df-47ac-8de2-4e66567c8a95","work_id":"wrk_27b36bee-da31-4942-a5ea-33f6f77ddee3","block_id":"blk_54d7a94e-8f10-4334-9b5c-897bae6fbba8","section_id":"sec_06af27ec-4b83-4660-932c-f6e5a9863113","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":115,"end":118,"exact":"HBM","quote":"価格が上がれば増産され、数年後に供給が増え、需要の伸びが少しでも鈍れば価格が下がる。これはDRAM、NAND、HBMで形を変えながら繰り返されてきた産業の基本構造である。","quote_start":60,"quote_end":145,"text_sha256":"e18f1b8559a6bf5181fc335587ee438e1086289d5a0cc7092aaf487b15ec3530","block_sha256":"e18f1b8559a6bf5181fc335587ee438e1086289d5a0cc7092aaf487b15ec3530","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_977092a4-68df-47ac-8de2-4e66567c8a95/#blk_54d7a94e-8f10-4334-9b5c-897bae6fbba8"},{"id":"occ_efe7323be4f084e0b1285f00","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_977092a4-68df-47ac-8de2-4e66567c8a95","work_id":"wrk_27b36bee-da31-4942-a5ea-33f6f77ddee3","block_id":"blk_573dc465-73f4-4273-95da-69580eb3de3f","section_id":"sec_efe5d727-e7e6-4075-9660-2ebcd104b507","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"AI半導体、HBM、DRAM、NAND、先端パッケージ、EDA、半導体製造装置、データセンター、発電、送電、液冷、光通信、クラウド、ロボット。これらはすべて、計算文明圏のインフラである。","quote_start":0,"quote_end":93,"text_sha256":"d431415a963da11864ff4fa481a7ff1e599d960965a81498ac13c7d20a6eb267","block_sha256":"d431415a963da11864ff4fa481a7ff1e599d960965a81498ac13c7d20a6eb267","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_977092a4-68df-47ac-8de2-4e66567c8a95/#blk_573dc465-73f4-4273-95da-69580eb3de3f"},{"id":"occ_d753c816152a72b936f0c4da","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_977092a4-68df-47ac-8de2-4e66567c8a95","work_id":"wrk_27b36bee-da31-4942-a5ea-33f6f77ddee3","block_id":"blk_5a2c72cb-06c6-48a5-bb93-588dcc2662c5","section_id":"sec_02dd435f-5272-4912-a698-61ab4e65dbdd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"未来を語っても、データセンターの減価償却は止まらない。  \n電力費は発生する。  \nGPUは陳腐化する。  \nHBMは世代交代する。  \nメモリ工場は稼働率を必要とする。  \nクラウド企業はフリーキャッシュフローを問われる。  \nメモリ企業は在庫とASPを問われる。","quote_start":6,"quote_end":139,"text_sha256":"9f834cad1a5e3e94e54ec9539c60f3890c2756730dae45cc4be57cfe4caeb667","block_sha256":"9f834cad1a5e3e94e54ec9539c60f3890c2756730dae45cc4be57cfe4caeb667","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_977092a4-68df-47ac-8de2-4e66567c8a95/#blk_5a2c72cb-06c6-48a5-bb93-588dcc2662c5"},{"id":"occ_714b7294cbc52792079845cb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_977092a4-68df-47ac-8de2-4e66567c8a95","work_id":"wrk_27b36bee-da31-4942-a5ea-33f6f77ddee3","block_id":"blk_8182079c-1e9e-42c3-a6c9-7fb30cb680cf","section_id":"sec_95a36c2e-ffd9-4876-bc5b-fe9ecc1b21cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":57,"end":60,"exact":"HBM","quote":"は円やドルとは別の形を取るかもしれない。GPU時間、推論トークン、学習計算量、電力使用権、データセンター容量、HBM帯域、ストレージ容量、ロボット稼働時間、実験設備利用枠。こうしたものが、AI同士、企業同士、研究機関同士で取引される。","quote_start":2,"quote_end":119,"text_sha256":"41847910b7744d72dc0be9e152f23c630f6ed0175a49bf2257163e67cfe54b44","block_sha256":"41847910b7744d72dc0be9e152f23c630f6ed0175a49bf2257163e67cfe54b44","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_977092a4-68df-47ac-8de2-4e66567c8a95/#blk_8182079c-1e9e-42c3-a6c9-7fb30cb680cf"},{"id":"occ_e665805dfdcd86252b1bac6d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_977092a4-68df-47ac-8de2-4e66567c8a95","work_id":"wrk_27b36bee-da31-4942-a5ea-33f6f77ddee3","block_id":"blk_d8d60255-d886-4931-82c2-92aeb73e3f02","section_id":"sec_b47f9e5e-e760-484c-ba25-c56a12ff9d70","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":"需は消えない。  \nAIサービスも伸びる。  \nAIサブスクも従量課金も増える。  \n推論需要も増える。  \nHBM、DRAM、NAND、eSSD、ネットワーク、電力、冷却への需要も続くだろう。","quote_start":4,"quote_end":101,"text_sha256":"7741aa9307e1c5c487fb24e1620608354ac10c3f5636f47ad81d9007350599bf","block_sha256":"7741aa9307e1c5c487fb24e1620608354ac10c3f5636f47ad81d9007350599bf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_977092a4-68df-47ac-8de2-4e66567c8a95/#blk_d8d60255-d886-4931-82c2-92aeb73e3f02"},{"id":"occ_dd9c5aab43ab2d7a0691b01a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_0d266d8b-677e-4974-94a3-509a15b36125","section_id":"sec_2ce7537a-5b6c-4b2d-ace0-1f3e262d5045","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、","quote_start":0,"quote_end":5,"text_sha256":"2c268c764b03152b706cd259a17e5c332c8e3162efa54356d30063248c6eec3f","block_sha256":"2c268c764b03152b706cd259a17e5c332c8e3162efa54356d30063248c6eec3f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_0d266d8b-677e-4974-94a3-509a15b36125"},{"id":"occ_b032372bd6481b1d75ce33fe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_11baba76-ff1a-478d-a0e3-a54932b2ca2a","section_id":"sec_cab58cb0-a0b7-44ab-b0ce-4eddd36d8443","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM        3D SRAM       HBM\n ███     ═══════════     ███\n ███       CFET Logic     ███\n ███     ══════","quote_start":0,"quote_end":103,"text_sha256":"46f3c72327a1308c49902142c1c7ff6eda513f0ff6d532c958b52d3782696a4b","block_sha256":"46f3c72327a1308c49902142c1c7ff6eda513f0ff6d532c958b52d3782696a4b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_11baba76-ff1a-478d-a0e3-a54932b2ca2a"},{"id":"occ_fcc61b5aaf5f103abb5f5933","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_18e59f36-5020-4f15-81ff-92b5251068bc","section_id":"sec_65e9b331-2f29-4e80-8c1a-4b13f41801f4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"CFET、BSPDN、HBM TSV、3D SRAM、TGV。","quote_start":0,"quote_end":31,"text_sha256":"28b928a90e60c8c8425cec6c06e0d939dc7caef35f4b30a761c6f50b240524d6","block_sha256":"28b928a90e60c8c8425cec6c06e0d939dc7caef35f4b30a761c6f50b240524d6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_18e59f36-5020-4f15-81ff-92b5251068bc"},{"id":"occ_de36fa9bfdfed9eceac06ce2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_1b07e1fe-b72d-45b0-8cbf-d0b3af784881","section_id":"sec_d0981a86-cd38-4df0-9bf1-937104e0efe1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"CFETだけ速くしてもHBMが足りなければ意味がない。","quote_start":0,"quote_end":27,"text_sha256":"c3a92162ad2e2e2b4ecf4f2e567727312f898e528ef2390e98adf9fb92fc139d","block_sha256":"c3a92162ad2e2e2b4ecf4f2e567727312f898e528ef2390e98adf9fb92fc139d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_1b07e1fe-b72d-45b0-8cbf-d0b3af784881"},{"id":"occ_be84870fcccc2996256d03a1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_1e1a43f1-d0de-4aea-b8a2-4f724aaaef50","section_id":"sec_2ce7537a-5b6c-4b2d-ace0-1f3e262d5045","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"## 13．3D SRAMとHBMは競合ではない","quote_start":0,"quote_end":24,"text_sha256":"4a87bf6759987dd2e0b277a6d45f5269e2c97d63e3f361cc34113c73fd5329ad","block_sha256":"4a87bf6759987dd2e0b277a6d45f5269e2c97d63e3f361cc34113c73fd5329ad","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_1e1a43f1-d0de-4aea-b8a2-4f724aaaef50"},{"id":"occ_ca700ee0be3d1aae4abf17e5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_2024ffc1-5aa6-482a-a9d1-2a03074eef18","section_id":"sec_275fb9c0-109c-4885-ae30-c7cb69ba1a4d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでも3D SRAMでも、","quote_start":0,"quote_end":15,"text_sha256":"4e3ef82d550f3bf5b12edf315a7c88564a2069636426e4f764d63e65c53b3eb7","block_sha256":"4e3ef82d550f3bf5b12edf315a7c88564a2069636426e4f764d63e65c53b3eb7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_2024ffc1-5aa6-482a-a9d1-2a03074eef18"},{"id":"occ_d53972762082321681443f50","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_24fbc971-7620-4628-bdf2-81460d918bb4","section_id":"sec_2ce7537a-5b6c-4b2d-ace0-1f3e262d5045","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"SRAMを3D化したらHBMはいらなくなるのか。","quote_start":0,"quote_end":24,"text_sha256":"33a8bbb3ebfd5f572783263dabfe1aee7cb1a0ba29046f7b0939ca005d641451","block_sha256":"33a8bbb3ebfd5f572783263dabfe1aee7cb1a0ba29046f7b0939ca005d641451","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_24fbc971-7620-4628-bdf2-81460d918bb4"},{"id":"occ_735b0149a127f3fc5af48b9e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_29083f43-9686-42ea-967e-a3b0c85fe06b","section_id":"sec_703dc0b3-1d3b-4cde-8168-bf89e291979a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"Compute\n+\n3D SRAM\n+\nHBM\n+\nOptical Engine\n+\nPower","quote_start":0,"quote_end":48,"text_sha256":"cd4011500211d3f5b7f58891dd13a145d1572da545ce2dcbe544527008a03eaf","block_sha256":"cd4011500211d3f5b7f58891dd13a145d1572da545ce2dcbe544527008a03eaf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_29083f43-9686-42ea-967e-a3b0c85fe06b"},{"id":"occ_5c97546bac55ba75562e210a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_2a2d0976-a204-42a4-8acc-8176379e35c3","section_id":"sec_4e22399a-2b29-4a35-bb65-65b26666db5d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_2a2d0976-a204-42a4-8acc-8176379e35c3"},{"id":"occ_462c2e071c3d9fb51be40248","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_3309b614-a288-4350-b7da-6253cd670855","section_id":"sec_d0981a86-cd38-4df0-9bf1-937104e0efe1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMだけ増やしてもGPU間通信が詰まれば意味がない。","quote_start":0,"quote_end":27,"text_sha256":"e8aef2c9f42c006f1bb2a550741b81556c1537599654e95e17e73be2da1ea888","block_sha256":"e8aef2c9f42c006f1bb2a550741b81556c1537599654e95e17e73be2da1ea888","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_3309b614-a288-4350-b7da-6253cd670855"},{"id":"occ_ba23a5d51eb2b22eae017ac1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_3cebbdde-bb8b-4c6c-a07e-15e23dfda377","section_id":"sec_2ce7537a-5b6c-4b2d-ace0-1f3e262d5045","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":69,"end":72,"exact":"HBM","quote":"で14-reticle級CoWoSを2028年量産予定とし、約10個の大型compute dieと最大20個のHBM stackを統合できる構想を示している。さらに14-reticle超の構造も2029年を視野に入れている。 (TSMC)","quote_start":14,"quote_end":133,"text_sha256":"00284d47af9541b3ded16815c8484c98d879a4f9049c78122e95c1ec7db8a3a1","block_sha256":"00284d47af9541b3ded16815c8484c98d879a4f9049c78122e95c1ec7db8a3a1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_3cebbdde-bb8b-4c6c-a07e-15e23dfda377"},{"id":"occ_50ca5c8afa4e2723776873a1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_52795e24-f13f-4840-9e14-30229a96c370","section_id":"sec_008b3a12-00d3-4f3d-b501-ede12744fa15","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"Thermal wall。CFET＋3D SRAM＋HBMを積んでも熱を逃がせなければ、物理的には作れても最高性能chipでは使いにくい可能性がある。","quote_start":0,"quote_end":75,"text_sha256":"45efc84169cbe2aec1640fe65808071678b467fceb2d6b1f7641eae4d79dccb7","block_sha256":"45efc84169cbe2aec1640fe65808071678b467fceb2d6b1f7641eae4d79dccb7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_52795e24-f13f-4840-9e14-30229a96c370"},{"id":"occ_e531a6a3eb67360382375e39","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_56114be1-bf7b-47ca-963e-5307e64ab78a","section_id":"sec_f123b610-dc5c-4e52-9e74-6dd1bdd08229","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"CFET\nBSPDN\nRu/Mo\nHBM\n3D integration\nCMP\nDeposition","quote_start":0,"quote_end":50,"text_sha256":"5f0e65d47374c19f55630e2e88fff8231d87418e140ee0d437503323d611a4ab","block_sha256":"5f0e65d47374c19f55630e2e88fff8231d87418e140ee0d437503323d611a4ab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_56114be1-bf7b-47ca-963e-5307e64ab78a"},{"id":"occ_7bc450b9c67245a57d80c548","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_6d6b3970-bf5c-4763-ae58-d0cbaf884463","section_id":"sec_f123b610-dc5c-4e52-9e74-6dd1bdd08229","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"3D SRAM\n+\nHBM\n+\nOptical Engine\n+\nChiplet","quote_start":0,"quote_end":40,"text_sha256":"6d17ec3f8a65a05bece97bd1b8018a30e038cf16dfee670099f0daff424c5354","block_sha256":"6d17ec3f8a65a05bece97bd1b8018a30e038cf16dfee670099f0daff424c5354","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_6d6b3970-bf5c-4763-ae58-d0cbaf884463"},{"id":"occ_b981ceb0ca1cb58e8d71a257","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_71050b60-7d10-4de8-ae5b-87014b07ea3d","section_id":"sec_2ce7537a-5b6c-4b2d-ace0-1f3e262d5045","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"パッケージは既に「GPU一個＋HBM数個」から、巨大な計算システムそのものへ変わり始めている。","quote_start":0,"quote_end":47,"text_sha256":"0d6eebeff6586f492f4122e505e4a6f0c5979f12084f2d3eca43eb3d02c0ae49","block_sha256":"0d6eebeff6586f492f4122e505e4a6f0c5979f12084f2d3eca43eb3d02c0ae49","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_71050b60-7d10-4de8-ae5b-87014b07ea3d"},{"id":"occ_d7a43d6bd409abe5890222c5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_74cfb84b-eb5f-410b-a3ae-3143f41ac36e","section_id":"sec_def2e99d-090c-4292-8f77-485bcd825e2f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMをさらに積み重ねると、","quote_start":0,"quote_end":14,"text_sha256":"4786fdb0c1a181969e1fac42488574bc3e410b1260520aea48645140abfadf58","block_sha256":"4786fdb0c1a181969e1fac42488574bc3e410b1260520aea48645140abfadf58","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_74cfb84b-eb5f-410b-a3ae-3143f41ac36e"},{"id":"occ_2f164bdf18b713039859e962","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_7c34cae1-b3d5-493b-96f1-8b0b615d25af","section_id":"sec_2ce7537a-5b6c-4b2d-ace0-1f3e262d5045","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"むしろlogic性能がCFETで上がれば、HBMへの要求も強くなる可能性がある。","quote_start":0,"quote_end":40,"text_sha256":"bf6a94bb989fe2046c8f0d9fbc2c72d92d9b2fc4495770844c20aca3c2db803d","block_sha256":"bf6a94bb989fe2046c8f0d9fbc2c72d92d9b2fc4495770844c20aca3c2db803d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_7c34cae1-b3d5-493b-96f1-8b0b615d25af"},{"id":"occ_8aa4bbdc76070b970073ad8c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_7ed0ac00-369f-46fb-a820-a11b4d951816","section_id":"sec_97ce199a-24a1-4ad4-8000-5f87f0277a7d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":203,"end":206,"exact":"HBM","quote":"RAM areaが相対的に巨大化\n ↓\n3D SRAM\n ↓\n外部Memory bandwidth不足\n ↓\nHBM\n ↓\nPackage / GPU間I/O不足\n ↓\nOptical I/O\n ↓\nPackage大型化・Warpage\n ↓\nGlass Core","quote_start":148,"quote_end":280,"text_sha256":"794dd06900275a4835d803013b3a3c24a4463e26cea3098320f583853565d743","block_sha256":"794dd06900275a4835d803013b3a3c24a4463e26cea3098320f583853565d743","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_7ed0ac00-369f-46fb-a820-a11b4d951816"},{"id":"occ_5b3a414c7346ed19383d5fe5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_7f46adc7-0939-4b09-89f4-3e75c7d5ce25","section_id":"sec_2ce7537a-5b6c-4b2d-ace0-1f3e262d5045","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":58,"end":61,"exact":"HBM","quote":"ister\n   ↓\nL1 SRAM\n   ↓\nL2 SRAM\n   ↓\n3D SRAM / L3\n   ↓\nHBM\n   ↓\nCXL / SSD","quote_start":3,"quote_end":76,"text_sha256":"46853d1b8c14c4c989be5bc70173d631760d57079744cf2cfc43333cfd96b6d8","block_sha256":"46853d1b8c14c4c989be5bc70173d631760d57079744cf2cfc43333cfd96b6d8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_7f46adc7-0939-4b09-89f4-3e75c7d5ce25"},{"id":"occ_c7e29c41ea4f2277a61a2124","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_90d0745d-c416-42fa-a55c-c646ee59ad92","section_id":"sec_4e22399a-2b29-4a35-bb65-65b26666db5d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":161,"end":164,"exact":"HBM","quote":"EUVが必要になる。ロジックだけ高密度になればSRAMが面積を食うため、今度はメモリを上へ積みたくなる。さらにHBMとの帯域、GPU間通信、巨大パッケージの反りや配線密度が問題となり、Optical I/Oやガラス基板へつながっていく。","quote_start":106,"quote_end":224,"text_sha256":"bf2c74ea1868463312f4bfb982789fa5321b0b6aaeeb797cf893eb8ac9812be2","block_sha256":"bf2c74ea1868463312f4bfb982789fa5321b0b6aaeeb797cf893eb8ac9812be2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_90d0745d-c416-42fa-a55c-c646ee59ad92"},{"id":"occ_c99014576c06d82db3b5904b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_976418a8-51b6-472b-8b33-21329a6bbd11","section_id":"sec_0ad4e216-9226-4afa-9d08-0a337af43ec5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"3D SRAM・HBM・CPOでfine-pitch hybrid bondingが本格普及する","quote_start":0,"quote_end":48,"text_sha256":"a0c6b3c7474af0a7904ebdc9026f1a9d6118197fa20f557ec4b2e884bdbf9398","block_sha256":"a0c6b3c7474af0a7904ebdc9026f1a9d6118197fa20f557ec4b2e884bdbf9398","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_976418a8-51b6-472b-8b33-21329a6bbd11"},{"id":"occ_b79cab4118fbe0bd040c63f6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_9a9a6309-0073-4bdf-b41f-ffd2224a3644","section_id":"sec_f123b610-dc5c-4e52-9e74-6dd1bdd08229","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":49,"end":52,"exact":"HBM","quote":"EUV Track\nEtch\nDeposition\nClean\nBackside\nBonding\nHBM","quote_start":0,"quote_end":52,"text_sha256":"4a7ddf8e9f44fa9db3e7c1f6a127a26b62c4dd52873ff447d4cf1e122e76562c","block_sha256":"4a7ddf8e9f44fa9db3e7c1f6a127a26b62c4dd52873ff447d4cf1e122e76562c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_9a9a6309-0073-4bdf-b41f-ffd2224a3644"},{"id":"occ_6bea2d575f7858f047a393e7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_9fb58e70-3896-471c-82f8-767fd5620d5f","section_id":"sec_77c0ec7e-0ce7-4747-924d-b886f1d6634f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":110,"end":113,"exact":"HBM","quote":"T inner-spacer filling、backside cleaning、wafer bonderからHBM temporary bonder/debonderまでを戦略成長領域として列挙している。 (Tel)","quote_start":55,"quote_end":164,"text_sha256":"5eb0562e4795ab45eef299ec9b299e18024c46562271ec23c519b02baa076d87","block_sha256":"5eb0562e4795ab45eef299ec9b299e18024c46562271ec23c519b02baa076d87","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_9fb58e70-3896-471c-82f8-767fd5620d5f"},{"id":"occ_79b59d151ddc67f2bd617d3d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_a1782dac-01a3-463f-8d8f-63073459c061","section_id":"sec_5c599dcc-7e5a-4779-a50b-6019e4ed66a1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"トランジスタ、電源、配線、SRAM、HBM、光、基板を、三次元空間のどこへ配置すれば最も高性能な計算機になるのか。","quote_start":0,"quote_end":57,"text_sha256":"0b229d60f6eb7c1f4c638c44f0f1bde65aab1e8ec8c6cb86b20b2f411e7f18e3","block_sha256":"0b229d60f6eb7c1f4c638c44f0f1bde65aab1e8ec8c6cb86b20b2f411e7f18e3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_a1782dac-01a3-463f-8d8f-63073459c061"},{"id":"occ_237fb2e334ccabefd739a259","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_ad50c5a7-8a17-4104-8e09-3f9960dd642b","section_id":"sec_008b3a12-00d3-4f3d-b501-ede12744fa15","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"Hybrid Bonding遅延。Besiへの影響が最も大きい。3D SRAM、HBM、Optical I/O全体のscheduleも後ろへずれる。","quote_start":0,"quote_end":74,"text_sha256":"a240c869227825a782b7fc1c2161c9bc76e05f2f35bcdc5707fa0dcdb12bb732","block_sha256":"a240c869227825a782b7fc1c2161c9bc76e05f2f35bcdc5707fa0dcdb12bb732","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_ad50c5a7-8a17-4104-8e09-3f9960dd642b"},{"id":"occ_fb7eaee06ad31ba502a77536","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_afb39e65-9979-4a09-a624-39b1cdc4d869","section_id":"sec_def2e99d-090c-4292-8f77-485bcd825e2f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 14．HBMの先にもHybrid Bondingがある","quote_start":0,"quote_end":30,"text_sha256":"59f9802f621b8ccfa8b2fc8296bf4ca9eed057fc5e0713e440fc0bc84f1993a6","block_sha256":"59f9802f621b8ccfa8b2fc8296bf4ca9eed057fc5e0713e440fc0bc84f1993a6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_afb39e65-9979-4a09-a624-39b1cdc4d869"},{"id":"occ_8b940cf19c53bb8e685ab823","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_bd3b26fe-d803-41c0-aa90-1fe7b134c291","section_id":"sec_f123b610-dc5c-4e52-9e74-6dd1bdd08229","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"CFET selective etch\nBSPDN via\n3D SRAM via\nHBM TSV\nGlass TGV","quote_start":0,"quote_end":59,"text_sha256":"6f51b35ef1c4f5788eb4c05e1982e209c72361adf931c4bd0f83a029b854da0c","block_sha256":"6f51b35ef1c4f5788eb4c05e1982e209c72361adf931c4bd0f83a029b854da0c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_bd3b26fe-d803-41c0-aa90-1fe7b134c291"},{"id":"occ_e972a48683fda24a0a9c0d97","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_bdb96879-30e8-4c3e-8e1a-52fde77e61ed","section_id":"sec_5c599dcc-7e5a-4779-a50b-6019e4ed66a1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":64,"end":67,"exact":"HBM","quote":"Backside Power\n  ↓\nRu / Mo\n  ↓\nHigh-NA\n  ↓\n3D SRAM\n  ↓\nHBM\n  ↓\nOptical I/O\n  ↓\nGlass / Advanced Package","quote_start":9,"quote_end":112,"text_sha256":"cab4eb2d7d7a2563ddbb87959e7461deb5afe9c5a7b35c2ea83f00e2ac3c1593","block_sha256":"cab4eb2d7d7a2563ddbb87959e7461deb5afe9c5a7b35c2ea83f00e2ac3c1593","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_bdb96879-30e8-4c3e-8e1a-52fde77e61ed"},{"id":"occ_13ae06e961ca9c415968472e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_be13fda3-cae6-4562-9cf4-f3a1d064c865","section_id":"sec_275fb9c0-109c-4885-ae30-c7cb69ba1a4d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを積み、","quote_start":0,"quote_end":7,"text_sha256":"a330fb8d03d72570ebde41efd77be56200e1145636505032c9cfabed6f57f7c9","block_sha256":"a330fb8d03d72570ebde41efd77be56200e1145636505032c9cfabed6f57f7c9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_be13fda3-cae6-4562-9cf4-f3a1d064c865"},{"id":"occ_01abb2c5524071ae3e26bcb4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_be7878c0-5a7c-4a3e-acf5-55e14c859faa","section_id":"sec_492c283d-bb95-44fc-99ff-70ddfdc1f78d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":174,"end":177,"exact":"HBM","quote":"wer、Ru/Mo、High-NA | 電源・配線密度を追随させる |\n| System | 3D SRAM、HBM、Optical I/O、Glass Core | 増えたLogicを待たせず外へつなぐ |","quote_start":119,"quote_end":223,"text_sha256":"0364b5c72d2d66a8beb6d1a5ca305313db5924dad26b0714f1b0f26ecc6bb807","block_sha256":"0364b5c72d2d66a8beb6d1a5ca305313db5924dad26b0714f1b0f26ecc6bb807","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_be7878c0-5a7c-4a3e-acf5-55e14c859faa"},{"id":"occ_401788532c93af098588b4a5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_c5dae468-b420-40bc-925f-046ed11863d9","section_id":"sec_f123b610-dc5c-4e52-9e74-6dd1bdd08229","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"CFET、BSPDN、hybrid bonding、HBM、glass。","quote_start":0,"quote_end":36,"text_sha256":"3941b64ee6a870b4edb9414147981a29fe4317b3be078e84d68c1e2b68611353","block_sha256":"3941b64ee6a870b4edb9414147981a29fe4317b3be078e84d68c1e2b68611353","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_c5dae468-b420-40bc-925f-046ed11863d9"},{"id":"occ_519531378ab62c8a55d4deb1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_c7df6edd-36ca-4d87-bd3a-3f7efe069254","section_id":"sec_049d5282-1dbc-4cae-94b2-66e8c876f839","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"CFET\n+\nBSPDN\n+\nRu/Mo\n+\n3D SRAM\n+\nHBM\n+\nHybrid Bonding\n+\nOptical I/O\n+\nGlass","quote_start":0,"quote_end":75,"text_sha256":"2eae425e28bbbed155041b766f9b48cb6b2d9153829689e15324d8c983edd1b5","block_sha256":"2eae425e28bbbed155041b766f9b48cb6b2d9153829689e15324d8c983edd1b5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_c7df6edd-36ca-4d87-bd3a-3f7efe069254"},{"id":"occ_c14b2c2ea7e798202e85ef1d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_cb08ae80-aa12-444d-9864-88c06f1d089d","section_id":"sec_8d7fe225-a4c2-4d7a-b5ed-b19d7ddac228","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"CFET、3D SRAM、HBMで計算能力を引き上げれば、次に不足するのはI/Oである。","quote_start":0,"quote_end":44,"text_sha256":"94a8b1a012b590a71d387c0514bfad9c13b47fa51f6935040a3a748041522e4a","block_sha256":"94a8b1a012b590a71d387c0514bfad9c13b47fa51f6935040a3a748041522e4a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_cb08ae80-aa12-444d-9864-88c06f1d089d"},{"id":"occ_d7fb6eff0f97b3f53d30ea94","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_cb843d88-a473-451a-8420-be02832862e7","section_id":"sec_cab58cb0-a0b7-44ab-b0ce-4eddd36d8443","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM→ Memory capacity/bandwidth","quote_start":0,"quote_end":30,"text_sha256":"4e30a08044cc17eda3ecc80fc6027e64cc62364518c52553e6a9819718c89533","block_sha256":"4e30a08044cc17eda3ecc80fc6027e64cc62364518c52553e6a9819718c89533","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_cb843d88-a473-451a-8420-be02832862e7"},{"id":"occ_faa9400e6e63d62cc5f9e152","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_d44fda52-90a7-41c7-8975-7d06584c719d","section_id":"sec_95bf4623-8dd8-43a6-8f6c-376e6bbda056","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_d44fda52-90a7-41c7-8975-7d06584c719d"},{"id":"occ_61a47b2ad781fa0da7b9ce31","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_da0b35c1-baeb-4a69-bea3-837d88bfce7a","section_id":"sec_5c599dcc-7e5a-4779-a50b-6019e4ed66a1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"Besiは3D SRAM、HBM、CPOをつなぐhybrid bondingへの高β。","quote_start":0,"quote_end":43,"text_sha256":"c85b965e408108bc9fa4eeda9ec8af75d3d145ba566fd854f617a5ad1ee33c8b","block_sha256":"c85b965e408108bc9fa4eeda9ec8af75d3d145ba566fd854f617a5ad1ee33c8b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_da0b35c1-baeb-4a69-bea3-837d88bfce7a"},{"id":"occ_f302b115095f7af9c48a8a6a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_eeeb49c2-17b0-4a31-8ce0-5732eeec1cd1","section_id":"sec_8c365d81-b467-4e24-8f35-9730bcaeafa0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_eeeb49c2-17b0-4a31-8ce0-5732eeec1cd1"},{"id":"occ_3b9ee503394dd74279e49182","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_f14f3e19-4fe6-4e98-9888-109f5c081f21","section_id":"sec_3add3ef1-b6cc-4581-a95e-36ee08d380d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"High-NA、BSPDN、CPO、HBM、hybrid bondingなどはCFETより先に量産経験を積む。","quote_start":0,"quote_end":55,"text_sha256":"cd8a60ad2a9de51d6c96b1f375cf8ab57c2a1582f6120eef34e30ea78abcbdb0","block_sha256":"cd8a60ad2a9de51d6c96b1f375cf8ab57c2a1582f6120eef34e30ea78abcbdb0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_f14f3e19-4fe6-4e98-9888-109f5c081f21"},{"id":"occ_77229115303efbe18d4d8a11","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16","block_id":"blk_f74a865e-d178-46ca-90a2-2881fea0c04f","section_id":"sec_0ad4e216-9226-4afa-9d08-0a337af43ec5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"逆にlogic＋SRAM＋HBM＋Optical I/Oのすべてにhybrid bondingが入れば、現在事業規模に対する市場拡大率は非常に大きくなる。","quote_start":0,"quote_end":77,"text_sha256":"6e9a4d22a0bf00198872efe545389e8dcce1048fb96e2df9bbaab92283a9314b","block_sha256":"6e9a4d22a0bf00198872efe545389e8dcce1048fb96e2df9bbaab92283a9314b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d/#blk_f74a865e-d178-46ca-90a2-2881fea0c04f"},{"id":"occ_eb39554bc4f2d05bb79976e3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":44,"end":47,"exact":"HBM","quote":"AI Factoryは「Localityのマトリョーシカ」になる――CFET・SRAM・HBM・3D実装・光Fabricを貫く物理法則","quote_start":0,"quote_end":67,"text_sha256":"00c131ee608ed2b30638606ba7416e844956138306e17daa81f592d9c8e73f9b","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/"},{"id":"occ_b32c4b66f5db3857b0293c2c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_05b4ac3c-6408-4ef0-b045-adf82fd7205a","section_id":"sec_864d8385-d441-4733-b3b8-1b1a6f600f21","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"「PrefillはHBM、DecodeはSRAM」と完全に二分するのは一般には難しい。","quote_start":0,"quote_end":43,"text_sha256":"8ea1aee344d6f94fb1e233e14fc43624a2bbec665bd9135c92f5a502eba167b2","block_sha256":"8ea1aee344d6f94fb1e233e14fc43624a2bbec665bd9135c92f5a502eba167b2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_05b4ac3c-6408-4ef0-b045-adf82fd7205a"},{"id":"occ_1f35500fd6343ee5e8823a15","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_12385096-f8ae-4cf0-902d-4809a6c2fffb","section_id":"sec_4dfb1af1-79ee-499f-a623-5f17f71bb099","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":123,"end":127,"exact":"HBM4","quote":"|\n| Intel 18A | GAA＋Backside Power、2025年production |\n| HBM4 | Samsung/Micron量産 |\n| CoWoS | 大量生産、さらに大型化中 |\n| Switch CPO | Broadcom/NVIDIAで量産 |\n| LogicFolding | ","quote_start":68,"quote_end":227,"text_sha256":"2f96565102b72ec38e9631f00b8ef350d31f45f80a542f40cf0aca592b8492fc","block_sha256":"2f96565102b72ec38e9631f00b8ef350d31f45f80a542f40cf0aca592b8492fc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_12385096-f8ae-4cf0-902d-4809a6c2fffb"},{"id":"occ_06ae3a66783fcb29a7156759","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_142e0e87-0579-4302-af07-8601374d390c","section_id":"sec_006b92a1-29e5-4c28-8548-4941801444c8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":25,"end":29,"exact":"HBM4","quote":"逆にTSMC最先端process、巨大CoWoS、HBM4を使えるNVIDIAやAMDは、より多くをLocal packageへ閉じ込めることができる。","quote_start":0,"quote_end":76,"text_sha256":"c97b7fec9e8ca847241b5a5f1f8b7245778234c488850bd2f6ff8ee6b3ad70d3","block_sha256":"c97b7fec9e8ca847241b5a5f1f8b7245778234c488850bd2f6ff8ee6b3ad70d3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_142e0e87-0579-4302-af07-8601374d390c"},{"id":"occ_9bbd6e989a810fa5370dd69e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_28df86eb-6729-41a2-b9c3-8c11317713e1","section_id":"sec_b2aa4b0b-3067-4c94-b6d7-5cc12478cf67","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"More Compute\n↓\n同じAreaへ圧縮\n↓\nWire短縮\n↓\nSRAM増加\n↓\nHBM traffic低減\n↓\nLocal Domain巨大化\n↓\n必要部分だけFabricへ","quote_start":0,"quote_end":92,"text_sha256":"a5fff73d1a477bd159a859987087ba1554c654954376fc3d40bbd41d2290c103","block_sha256":"a5fff73d1a477bd159a859987087ba1554c654954376fc3d40bbd41d2290c103","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_28df86eb-6729-41a2-b9c3-8c11317713e1"},{"id":"occ_929b971555e5ea4dfe92a2ba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_29ae0802-a29d-490d-a40b-07d67b40eb3e","section_id":"sec_006b92a1-29e5-4c28-8548-4941801444c8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":20,"end":24,"exact":"HBM4","quote":"例えばAMD MI455Xは432GB HBM4と23.3TB/sのlocal memory bandwidthを1 GPUに持つ。 (AMD)","quote_start":0,"quote_end":72,"text_sha256":"b4f929b4178eb4dd83042765ecba80b68878f83f2a24681694a5d40b409f5401","block_sha256":"b4f929b4178eb4dd83042765ecba80b68878f83f2a24681694a5d40b409f5401","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_29ae0802-a29d-490d-a40b-07d67b40eb3e"},{"id":"occ_f20c25dce3d5b0cb44807c23","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_2e1bd65b-1cde-41e7-a3af-4d722ec76023","section_id":"sec_825a9c36-0b52-40c6-9412-a584c4589f50","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを近づける。","quote_start":0,"quote_end":9,"text_sha256":"18ffadd828c25d3622de780b1e3126a5a4609490564fef490478df31b3b7e503","block_sha256":"18ffadd828c25d3622de780b1e3126a5a4609490564fef490478df31b3b7e503","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_2e1bd65b-1cde-41e7-a3af-4d722ec76023"},{"id":"occ_f109c6f6896170c6bdcb2f0f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_3203de4a-ba48-4f5d-a2d1-6f8ad9eccc06","section_id":"sec_14ca517f-1dac-4ad9-8c38-99d01d7e6faf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはpackage Locality。","quote_start":0,"quote_end":21,"text_sha256":"9e6271616538fd8fe416c65e63d5203f1536b3990f7ea0b2479c6a7e70494bf0","block_sha256":"9e6271616538fd8fe416c65e63d5203f1536b3990f7ea0b2479c6a7e70494bf0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_3203de4a-ba48-4f5d-a2d1-6f8ad9eccc06"},{"id":"occ_7f499dee12088a649a86e82e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_32e59bfb-1dad-42a7-8f1f-d2f499b4f422","section_id":"sec_074d362f-33fb-44a6-b0c6-aa8bbf8fecbe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"CFETでSRAM cell areaを40%縮めたとしても、SRAMが突然HBM並みの数百GBになるわけではない。","quote_start":0,"quote_end":58,"text_sha256":"51a32cf1dca1ba31e269ce2480cb55342da1d8aaf1b7ca30c235f38c582ae532","block_sha256":"51a32cf1dca1ba31e269ce2480cb55342da1d8aaf1b7ca30c235f38c582ae532","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_32e59bfb-1dad-42a7-8f1f-d2f499b4f422"},{"id":"occ_c7d85607f48de303fd55e342","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_343e54b6-e98e-40c9-84ee-b280ab33bbf2","section_id":"sec_b85c4929-8375-4661-bbbf-8ceb311a5431","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4、","quote_start":0,"quote_end":5,"text_sha256":"abb65d0e6cc3db800729b353e4bb059d8b1dd1c826ac18cb068fe722e0bf96b1","block_sha256":"abb65d0e6cc3db800729b353e4bb059d8b1dd1c826ac18cb068fe722e0bf96b1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_343e54b6-e98e-40c9-84ee-b280ab33bbf2"},{"id":"occ_b71c02c08b4107ea2b81103f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_376dfb66-decf-4106-9fb7-032b1d6081f2","section_id":"sec_074d362f-33fb-44a6-b0c6-aa8bbf8fecbe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"「HBMを置き換える」のではなく、","quote_start":0,"quote_end":17,"text_sha256":"830a5add9b4d27f068e2436f27eec911ea2f1182cfa15733c1e5f45731fa3e77","block_sha256":"830a5add9b4d27f068e2436f27eec911ea2f1182cfa15733c1e5f45731fa3e77","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_376dfb66-decf-4106-9fb7-032b1d6081f2"},{"id":"occ_d1180d29847ce4b3b2e52442","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_39de0719-8de3-486f-a2de-6b8b652553ad","section_id":"sec_ae625753-d3f6-4b11-95a3-58d3f4518852","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM自身も微細化と積層によってLocalityを拡張する","quote_start":0,"quote_end":32,"text_sha256":"66b2d77125f08fe411d027b481286c3ea475ec3b7e28f2db34bb0566f4bbd1c9","block_sha256":"66b2d77125f08fe411d027b481286c3ea475ec3b7e28f2db34bb0566f4bbd1c9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_39de0719-8de3-486f-a2de-6b8b652553ad"},{"id":"occ_08c0099a126e21da8d28d6f8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_47aecb61-61b2-4476-a504-1d2ea7f3f49c","section_id":"sec_864d8385-d441-4733-b3b8-1b1a6f600f21","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"## PrefillとDecodeでSRAM/HBMの役割も変わる","quote_start":0,"quote_end":33,"text_sha256":"1813e06dd0d2b364f3bd3464e7f75db2db82d4c71e7263cfd8ea5eb1808bf7d2","block_sha256":"1813e06dd0d2b364f3bd3464e7f75db2db82d4c71e7263cfd8ea5eb1808bf7d2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_47aecb61-61b2-4476-a504-1d2ea7f3f49c"},{"id":"occ_6a82be8c0877bf8c264f5645","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_5b96dfd2-ed44-4f42-9c70-e7d91bc1dbeb","section_id":"sec_560dd96e-7958-468f-b89c-cb01c120767a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":97,"end":100,"exact":"HBM","quote":"| 内側 | Register・SRAM・積層Logic | 最小遅延だが面積と熱が厳しい |\n| 中間 | HBM・Package・Rack | 容量と帯域の中心だが電力と歩留まりが効く |\n| 外側 | Pooled Memory・SSD・Optical Fabric | 巨大容量を得る代わりに距離と制御が増え","quote_start":42,"quote_end":200,"text_sha256":"65b2108236fbd12cdc5995db1c991eba2890589e086dc05cb07dc0a1324546f2","block_sha256":"65b2108236fbd12cdc5995db1c991eba2890589e086dc05cb07dc0a1324546f2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_5b96dfd2-ed44-4f42-9c70-e7d91bc1dbeb"},{"id":"occ_3ed18c66d62944ea31f53ee0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_6164dcf4-2f10-4ca2-8cbc-d293611ff589","section_id":"sec_864d8385-d441-4733-b3b8-1b1a6f600f21","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":54,"end":57,"exact":"HBM","quote":"巨大LLMのDecodeでもmodel weightやKVがSRAM容量を大きく超えるため、現在のGPUではHBMが依然必要である。","quote_start":0,"quote_end":66,"text_sha256":"88d0a6e30d2eafff483bb13930d10b17d2216b9a3fc1dbcea5eb22d9a4a1d0f4","block_sha256":"88d0a6e30d2eafff483bb13930d10b17d2216b9a3fc1dbcea5eb22d9a4a1d0f4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_6164dcf4-2f10-4ca2-8cbc-d293611ff589"},{"id":"occ_128f878db9fce2780838807b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_652f44c6-2683-4f91-bde7-35676e2cc250","section_id":"sec_864d8385-d441-4733-b3b8-1b1a6f600f21","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":20,"end":24,"exact":"HBM4","quote":"例えばRubin GPUでも288GB HBM4、22TB/sのbandwidthを持っており、巨大なSRAMだけでDecodeを完結させる構造ではない。 (NVIDIA Developer)","quote_start":0,"quote_end":96,"text_sha256":"86d305a0133f3b416fce8a151b7e5aaeeab7f734d4aed18affa2a58e1ace1f2d","block_sha256":"86d305a0133f3b416fce8a151b7e5aaeeab7f734d4aed18affa2a58e1ace1f2d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_652f44c6-2683-4f91-bde7-35676e2cc250"},{"id":"occ_42aa06b5dae193c77b0676fd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_770328d6-d94c-4da2-a49c-2886a0e59fb7","section_id":"sec_341c0c97-9c7b-4801-8a6a-ce53ed5fd45f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"微細化、CFET、SRAM、HBM、3D実装、Optical Fabricを一つの物理法則から考える","quote_start":0,"quote_end":50,"text_sha256":"083398d26720cc93828e035f8034a671d3437bdca822a493bd6f199208fcc31d","block_sha256":"083398d26720cc93828e035f8034a671d3437bdca822a493bd6f199208fcc31d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_770328d6-d94c-4da2-a49c-2886a0e59fb7"},{"id":"occ_8d125178b9b2edbc9aff0344","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_8399cafc-85b6-47ff-87e8-fd930c353b4a","section_id":"sec_14ca517f-1dac-4ad9-8c38-99d01d7e6faf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"そして、その判断をリアルタイムで行うSchedulerこそが、CFET、HBM、3D packaging、Optical Fabricを一台の巨大なComputerへ変える最後の層になる。","quote_start":0,"quote_end":94,"text_sha256":"1d19ed7aef6ffcf48da9283ea0a9036a7e43d6c070c7c3674f800d28a4c01d5e","block_sha256":"1d19ed7aef6ffcf48da9283ea0a9036a7e43d6c070c7c3674f800d28a4c01d5e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_8399cafc-85b6-47ff-87e8-fd930c353b4a"},{"id":"occ_32f3b1630d0d14cd45d25673","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_994024df-334f-46ef-89d4-948ce09ff853","section_id":"sec_719c5c53-37be-4138-b61a-daff01e5a5b6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":60,"end":64,"exact":"HBM4","quote":"EOL transistorを利用したDRAM stackとUCIe系serialized linkによって、HBM4級footprintを狙いながらsilicon interposer依存を減らそうとしている。現時点ではあくまでpatent conceptであり、実際のyield、bandwidth、costは未確","quote_start":5,"quote_end":164,"text_sha256":"a0acf3e1d590bbfd364a56a091474033363e548efebd0b11adcaf51efb83b8de","block_sha256":"a0acf3e1d590bbfd364a56a091474033363e548efebd0b11adcaf51efb83b8de","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_994024df-334f-46ef-89d4-948ce09ff853"},{"id":"occ_375dfda84a1842bcb95844cc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_9d6cb93d-0876-4bc0-a48c-516ab44506d1","section_id":"sec_9c742c65-3aed-4a89-92c0-19053c5de962","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"→ SRAM capacityはHBMに遠く及ばない。","quote_start":0,"quote_end":27,"text_sha256":"3bd2c4150bc9167e9eb3f63cae0b0dbf26323fb6a9528c6424a7cbad43972c54","block_sha256":"3bd2c4150bc9167e9eb3f63cae0b0dbf26323fb6a9528c6424a7cbad43972c54","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_9d6cb93d-0876-4bc0-a48c-516ab44506d1"},{"id":"occ_154284c297e0272d9bcde02a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_9e6fee7b-eba5-4620-999f-8a61b24048f1","section_id":"sec_9c742c65-3aed-4a89-92c0-19053c5de962","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":363,"end":366,"exact":"HBM","quote":"│  │\n│  │ │ │ ┌──────────────────┐ │ │ │  │\n│  │ │ │ │ HBM / XBM       │ │ │ │  │\n│  │ │ │ │ ┌──────────────┐ │ │ │ │  │\n│  │ │ │ │ │ SRAM         │ │ │ │ │  ","quote_start":308,"quote_end":466,"text_sha256":"89dbcf9a3ad993fba05fcede370a08bb0601c862c945dd1c9c9d71525e7ec01c","block_sha256":"89dbcf9a3ad993fba05fcede370a08bb0601c862c945dd1c9c9d71525e7ec01c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_9e6fee7b-eba5-4620-999f-8a61b24048f1"},{"id":"occ_d9257ea3a45c29aaa152c2a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_aaa41480-0d24-4a28-8d1e-a7a5a202ec5a","section_id":"sec_864d8385-d441-4733-b3b8-1b1a6f600f21","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMまで取りに行く回数を減らす。","quote_start":0,"quote_end":17,"text_sha256":"3732453707f4ea7d02a69e16fff136101d1adc687124773c23918be2e2aec0c7","block_sha256":"3732453707f4ea7d02a69e16fff136101d1adc687124773c23918be2e2aec0c7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_aaa41480-0d24-4a28-8d1e-a7a5a202ec5a"},{"id":"occ_0c35211cb7cbace577173edc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_ad3cb12b-e3e8-4ae6-b818-4780538b7a12","section_id":"sec_14ca517f-1dac-4ad9-8c38-99d01d7e6faf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、","quote_start":0,"quote_end":4,"text_sha256":"8369809bc2edf5b9ce467650d59ddc3db3990ba16efdc348c181e5c50041b24c","block_sha256":"8369809bc2edf5b9ce467650d59ddc3db3990ba16efdc348c181e5c50041b24c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_ad3cb12b-e3e8-4ae6-b818-4780538b7a12"},{"id":"occ_ce954987897feeb6a46e4540","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_add0e5f2-9ea3-4269-95af-bd87c026d14c","section_id":"sec_864d8385-d441-4733-b3b8-1b1a6f600f21","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM\nActive Weight\nLarge KV Working Set","quote_start":0,"quote_end":38,"text_sha256":"636061a440d41349d3496f0164b58a9afa198d7eea5d91afd3fc888f875db842","block_sha256":"636061a440d41349d3496f0164b58a9afa198d7eea5d91afd3fc888f875db842","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_add0e5f2-9ea3-4269-95af-bd87c026d14c"},{"id":"occ_e757fe8a70f457330579e1dc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_af5de8e2-32c6-46a7-b71c-94183b364256","section_id":"sec_074d362f-33fb-44a6-b0c6-aa8bbf8fecbe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"## SRAMが増えることは「HBMが増える」より別の意味で強い","quote_start":0,"quote_end":32,"text_sha256":"1a931a140c6fc291724d34cb93fc96fa5883ad279d170defeb17a3d1ea4aab78","block_sha256":"1a931a140c6fc291724d34cb93fc96fa5883ad279d170defeb17a3d1ea4aab78","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_af5de8e2-32c6-46a7-b71c-94183b364256"},{"id":"occ_eaa6f6adf6cff147968dc0a8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_b781d4cf-c040-4f90-9694-7a15b35b69ad","section_id":"sec_14ca517f-1dac-4ad9-8c38-99d01d7e6faf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、","quote_start":0,"quote_end":4,"text_sha256":"8369809bc2edf5b9ce467650d59ddc3db3990ba16efdc348c181e5c50041b24c","block_sha256":"8369809bc2edf5b9ce467650d59ddc3db3990ba16efdc348c181e5c50041b24c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_b781d4cf-c040-4f90-9694-7a15b35b69ad"},{"id":"occ_3417e85d6014324ee2a8c4f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_bfdc9030-4db5-48ea-a9df-9edc12712aa2","section_id":"sec_341c0c97-9c7b-4801-8a6a-ce53ed5fd45f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"# AI Factoryは「Localityのマトリョーシカ」になる――CFET・SRAM・HBM・3D実装・光Fabricを貫く物理法則","quote_start":0,"quote_end":69,"text_sha256":"a4aa7bda074caf719a996134112656fa8cdb44d3e6dff9877fd109e50d14a9b8","block_sha256":"a4aa7bda074caf719a996134112656fa8cdb44d3e6dff9877fd109e50d14a9b8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_bfdc9030-4db5-48ea-a9df-9edc12712aa2"},{"id":"occ_7094269d4be42c700387617f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_c0d22436-cce5-4124-937b-0d03c1bfeb5e","section_id":"sec_864d8385-d441-4733-b3b8-1b1a6f600f21","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"DecodeでSRAMをより多く使い、HBM trafficを減らす","quote_start":0,"quote_end":34,"text_sha256":"4dde11863b4802bd491ad142ccfdf6c9dd2c5443f6b962a2907eb5a77b8ee08e","block_sha256":"4dde11863b4802bd491ad142ccfdf6c9dd2c5443f6b962a2907eb5a77b8ee08e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_c0d22436-cce5-4124-937b-0d03c1bfeb5e"},{"id":"occ_4252d1da229a5fe472eecfbc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_c2be2d66-eedb-4070-9407-1abca59fc4e8","section_id":"sec_074d362f-33fb-44a6-b0c6-aa8bbf8fecbe","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":24,"end":28,"exact":"HBM4","quote":"現在の例でも、AMD MI455Xは432GBのHBM4に対してL2 cacheは192MBである。HBM bandwidthは23.3TB/sに達する。 (AMD)","quote_start":0,"quote_end":83,"text_sha256":"9e2ba84791328454f47bb99d0788a4cad17da4e066782abcacf6b91a7af81657","block_sha256":"9e2ba84791328454f47bb99d0788a4cad17da4e066782abcacf6b91a7af81657","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_c2be2d66-eedb-4070-9407-1abca59fc4e8"},{"id":"occ_8f76cf1b56331af1c93850db","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_c543143b-998b-4f0e-9e84-c31e81ea913a","section_id":"sec_3645957c-9f56-4e73-893b-c7fcfd0d32b9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"SRAMにある？\n↓ No\nHBMにある？\n↓ No\n同じScale-Up domainにある？\n↓ No\nRemote DRAMにある？\n↓ No\nNVMeにある？","quote_start":0,"quote_end":83,"text_sha256":"e6226630c0b9fc6069f18e49c593919157c78fd295463017c754da15427114dc","block_sha256":"e6226630c0b9fc6069f18e49c593919157c78fd295463017c754da15427114dc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_c543143b-998b-4f0e-9e84-c31e81ea913a"},{"id":"occ_8f60c911037e6dc6ac95b833","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_c66bab85-d6b1-4ea5-a1c9-ce43c4553f23","section_id":"sec_ae625753-d3f6-4b11-95a3-58d3f4518852","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":16,"end":20,"exact":"HBM4","quote":"Samsungは2026年2月にHBM4を量産・commercial shipmentへ移し、12-layer HBM4E sampleも5月から出荷している。MicronもHBM4をvolume shipmentしており、12-high ","quote_start":0,"quote_end":120,"text_sha256":"d46e812e840b6b99ec9172aeb89144e070d0032e46c4ba91f3b3e567eaabbece","block_sha256":"d46e812e840b6b99ec9172aeb89144e070d0032e46c4ba91f3b3e567eaabbece","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_c66bab85-d6b1-4ea5-a1c9-ce43c4553f23"},{"id":"occ_7ffad522d22c34a1b2c4a183","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_cc54f84c-f967-4232-bb2e-525b136153de","section_id":"sec_5d1473d9-441e-4f66-8acf-932c370d52bb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":74,"end":77,"exact":"HBM","quote":"26年からOCPでHigh Bandwidth Flashの標準化を開始し、SK hynixはHBFを明確に「HBMとSSDの間の新しいmemory layer」と位置付けている。 (Sandisk)","quote_start":19,"quote_end":119,"text_sha256":"e539b8cb54579497af7c7dfa315d53345251dc6cf3ff223a1a8bf49f953c46f0","block_sha256":"e539b8cb54579497af7c7dfa315d53345251dc6cf3ff223a1a8bf49f953c46f0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_cc54f84c-f967-4232-bb2e-525b136153de"},{"id":"occ_ed50015f3f8c3e611e9eb9e3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_d355a925-0dba-4cb4-a873-3eeab9c52e8d","section_id":"sec_719c5c53-37be-4138-b61a-daff01e5a5b6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"Compute\n↓\nSRAM\n↓\nPackage-local Memory\n↓\nHBM / XBM的tier\n↓\nRemote Memory","quote_start":0,"quote_end":70,"text_sha256":"cb3f8c5472794e2683cb0246ed209ad07528e0ddacccca1f90f0ff11dbbd0830","block_sha256":"cb3f8c5472794e2683cb0246ed209ad07528e0ddacccca1f90f0ff11dbbd0830","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_d355a925-0dba-4cb4-a873-3eeab9c52e8d"},{"id":"occ_7bdc57f0deede19b3234e205","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_d3b6dda1-1c1d-44c9-bda5-b8243a964168","section_id":"sec_478973c6-d01c-4ac3-848a-2675b115cd5d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"によってHBMへ出るtrafficを減らす。","quote_start":0,"quote_end":22,"text_sha256":"b19a3e22f5437eec604f93dda28a2fd47c262f242027ba71edcf4ef8491a2cca","block_sha256":"b19a3e22f5437eec604f93dda28a2fd47c262f242027ba71edcf4ef8491a2cca","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_d3b6dda1-1c1d-44c9-bda5-b8243a964168"},{"id":"occ_2480061186aea372d3bc99c0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_d687d844-bbdb-493e-8f6f-04eb50058832","section_id":"sec_074d362f-33fb-44a6-b0c6-aa8bbf8fecbe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"Register\n↓\nSRAM\n↓\nHBM\n↓\nRemote Memory","quote_start":0,"quote_end":37,"text_sha256":"4dd9efa5e0253219c55b24bb29ac6b195d76ee251f1a2c17c8ab192dda76de0b","block_sha256":"4dd9efa5e0253219c55b24bb29ac6b195d76ee251f1a2c17c8ab192dda76de0b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_d687d844-bbdb-493e-8f6f-04eb50058832"},{"id":"occ_78864f287df3da17906ef24a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_e63a5bf4-7ea7-44af-b57e-033a4a6a080d","section_id":"sec_864d8385-d441-4733-b3b8-1b1a6f600f21","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"SRAMが2倍になればHBMが消えるのではなく、","quote_start":0,"quote_end":24,"text_sha256":"6afd11c826f9366d0b0c33381d594f916d42ac3c1788bba12b48112cf8213831","block_sha256":"6afd11c826f9366d0b0c33381d594f916d42ac3c1788bba12b48112cf8213831","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_e63a5bf4-7ea7-44af-b57e-033a4a6a080d"},{"id":"occ_984c2fdc3b6cad883c66f7f0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_f3f73e0a-0fc8-4850-ae0e-14ffced58f31","section_id":"sec_115a74f1-9555-4cda-920b-4546c4fd475e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM controllerを増やす","quote_start":0,"quote_end":18,"text_sha256":"fb6daacdabbe0251d870e7444276bfabf5043597adbaad013ae1fcc8a08e59f8","block_sha256":"fb6daacdabbe0251d870e7444276bfabf5043597adbaad013ae1fcc8a08e59f8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_f3f73e0a-0fc8-4850-ae0e-14ffced58f31"},{"id":"occ_b77052ded39cdb0736984637","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_f5ee8a41-6964-4171-88d7-c66aca208875","section_id":"sec_5d1473d9-441e-4f66-8acf-932c370d52bb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"SandiskはHBFについて、HBMに近いbandwidthを狙いながら最大8倍のcapacityを同程度costで提供するという目標を掲げ、2026年後半のsampleを予定している。ただしこれは現時点ではvendor targetで","quote_start":0,"quote_end":119,"text_sha256":"53e9164924e9fc68c0744a791314b14bad04075e16eb859f0238ae913e1e9c75","block_sha256":"53e9164924e9fc68c0744a791314b14bad04075e16eb859f0238ae913e1e9c75","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_f5ee8a41-6964-4171-88d7-c66aca208875"},{"id":"occ_47fe4a1970a904e0dd496fe2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053","block_id":"blk_faf0ff86-e155-4d9c-baa5-867ee4109c05","section_id":"sec_9c742c65-3aed-4a89-92c0-19053c5de962","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを増やす。","quote_start":0,"quote_end":8,"text_sha256":"f3b7e1b3e3177cc5815e16055d65fe20572bb05e25b522b6b9bd98e77aa9d583","block_sha256":"f3b7e1b3e3177cc5815e16055d65fe20572bb05e25b522b6b9bd98e77aa9d583","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9a79fb7c-7189-4703-9970-53ae7a5a375d/#blk_faf0ff86-e155-4d9c-baa5-867ee4109c05"},{"id":"occ_951754b8f3cb8e554486ec87","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9af30ed5-ec26-4204-9f65-58324ee5fba5","work_id":"wrk_c56e9825-8401-406e-aaae-662904613d26","block_id":"blk_66921c52-2c82-439c-a448-8b9c9603822f","section_id":"sec_a6cfa82d-dfb4-461a-bd1f-e29c9fd04073","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":"テーマとして強いですが、メモリ循環株でもあるので、**守り100%ではない長期本命**です。ReutersではHBM市場シェアが\\*\\*57～61%\\*\\*とされ、AI向けHBMの中心にいます。AI時代のメモリ心臓部に最も近い1社ですが、メモリはどうしても市況循環から完全には逃げられません。([Reuters](h","quote_start":17,"quote_end":175,"text_sha256":"055076028855b38599818a190f31bcce35c3a5d965d54a2bbdb8892c13f16e2e","block_sha256":"055076028855b38599818a190f31bcce35c3a5d965d54a2bbdb8892c13f16e2e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9af30ed5-ec26-4204-9f65-58324ee5fba5/#blk_66921c52-2c82-439c-a448-8b9c9603822f"},{"id":"occ_c059314c5debc15266fa5704","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9af30ed5-ec26-4204-9f65-58324ee5fba5","work_id":"wrk_c56e9825-8401-406e-aaae-662904613d26","block_id":"blk_97b78e34-caa0-4235-add1-faaa37346dfa","section_id":"sec_cd954c74-1429-485e-9d1a-b4ac31b9ae0c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":313,"end":317,"exact":"HBM4","quote":"約50%増見通し、NVIDIAはFY2026売上2159億ドル、データセンター売上623億ドル、MicronはHBM4量産に入りました。ここはAI投資の回収装置やボトルネックを持っており、景色が悪くなっても生き残りやすいです。 ([Reuters](https://www.reuters.com/business/r","quote_start":258,"quote_end":417,"text_sha256":"4d2b611a53fca70758b9ed8431c2c88502a7062e6cb422df92e10030ea7fc28e","block_sha256":"4d2b611a53fca70758b9ed8431c2c88502a7062e6cb422df92e10030ea7fc28e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9af30ed5-ec26-4204-9f65-58324ee5fba5/#blk_97b78e34-caa0-4235-add1-faaa37346dfa"},{"id":"occ_5af83993ca9a546c2741f37f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9af30ed5-ec26-4204-9f65-58324ee5fba5","work_id":"wrk_c56e9825-8401-406e-aaae-662904613d26","block_id":"blk_ee23a9b1-f549-4e96-bdba-84f098f4a875","section_id":"sec_1fefdae2-1ff3-4c39-bd7c-362ea91ed895","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"**メモリ**は長期でもかなり強いです。SK hynixはHBMシェア57〜61%で首位、MicronはHBM4量産に入り、SandiskとSK hynixはHBF標準化を始めました。今後のAIは学習だけでなく推論が中心になり、**HBM、SSD、将来のHBFまで","quote_start":0,"quote_end":132,"text_sha256":"232503e16d372e1bba5bc1206de42be0b48011acbe4320eb216d7513a049d27c","block_sha256":"232503e16d372e1bba5bc1206de42be0b48011acbe4320eb216d7513a049d27c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9af30ed5-ec26-4204-9f65-58324ee5fba5/#blk_ee23a9b1-f549-4e96-bdba-84f098f4a875"},{"id":"occ_818204bc53c57063435969fb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9af30ed5-ec26-4204-9f65-58324ee5fba5","work_id":"wrk_c56e9825-8401-406e-aaae-662904613d26","block_id":"blk_f3e9ed7c-533b-47ec-869a-3f71d4994cad","section_id":"sec_a6cfa82d-dfb4-461a-bd1f-e29c9fd04073","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":96,"end":100,"exact":"HBM4","quote":"トーリー込み**です。1Q26ガイダンスは売上**133兆ウォン**、営業利益**57.2兆ウォン**と強く、HBM4出荷も始まりましたが、HBMの現時点の中核度ではSK hynixやMUに一歩譲ります。したがって、守りというより**大型の追い上げ枠**です。([Samsung Global Newsroom](ht","quote_start":41,"quote_end":200,"text_sha256":"f7de28879a1807e17f9d721b2a98647c445a12007bb2e2ace2d28c9e6b758a68","block_sha256":"f7de28879a1807e17f9d721b2a98647c445a12007bb2e2ace2d28c9e6b758a68","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9af30ed5-ec26-4204-9f65-58324ee5fba5/#blk_f3e9ed7c-533b-47ec-869a-3f71d4994cad"},{"id":"occ_08d4aeaaf7b326e57b1a62b9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9c10c6f9-4055-4591-a368-74112c253a08","work_id":"wrk_a91b4c62-c6f7-43f1-8bc0-9224e28ea11a","block_id":"blk_7c604725-f7a0-4c1b-aa09-558e95bf1a5d","section_id":"sec_b1f57ce8-508a-4ecc-932a-e0e60449ca3f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"AIがGPU、HBM、NAND、製造装置、ネットワーク、電力、冷却、データセンター建設へ実需を波及させた。日本株もAI供給網として再発見され、その後に資金が銀行、商社、保険などへ広がった。","quote_start":0,"quote_end":94,"text_sha256":"271ad910109e2d4a0ca9622688b6f34492339e70df3428e8df0908a686cde5ab","block_sha256":"271ad910109e2d4a0ca9622688b6f34492339e70df3428e8df0908a686cde5ab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9c10c6f9-4055-4591-a368-74112c253a08/#blk_7c604725-f7a0-4c1b-aa09-558e95bf1a5d"},{"id":"occ_ae2c7e3df24e650922686131","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9c10c6f9-4055-4591-a368-74112c253a08","work_id":"wrk_a91b4c62-c6f7-43f1-8bc0-9224e28ea11a","block_id":"blk_82480cca-da46-456b-8e5f-b14b4143992b","section_id":"sec_7c42bb08-b4ba-47a6-9a63-cc35e91f2e4a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"現在のようなGPU不足、HBM不足、データセンター建設競争、電力不足まで伴う巨大な設備投資サイクルを作れる別の需要は、当時ほとんど見当たらなかった。","quote_start":0,"quote_end":74,"text_sha256":"7bba69485a6a05ed0f110586c17adee4f2cf6147d7e18175dd125e6c12af974c","block_sha256":"7bba69485a6a05ed0f110586c17adee4f2cf6147d7e18175dd125e6c12af974c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9c10c6f9-4055-4591-a368-74112c253a08/#blk_82480cca-da46-456b-8e5f-b14b4143992b"},{"id":"occ_c01103e0c02336a28eb7b8b4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9c10c6f9-4055-4591-a368-74112c253a08","work_id":"wrk_a91b4c62-c6f7-43f1-8bc0-9224e28ea11a","block_id":"blk_9ae73d61-adaa-485c-be55-ec6eaf095721","section_id":"sec_e85c4ae7-9343-4f57-9cb8-ef67afb68201","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは通常のDRAMより製造工程が複雑で、多数のDRAMダイ、先端パッケージ、検査能力を消費する。メモリメーカーが高収益のHBMへ生産能力を振り向ければ、通常のDRAM供給も引き締まる。","quote_start":0,"quote_end":94,"text_sha256":"075a57e5c54a5a92a4d66389f8cb67c3dc744d5368123378519b3a32bc54af17","block_sha256":"075a57e5c54a5a92a4d66389f8cb67c3dc744d5368123378519b3a32bc54af17","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9c10c6f9-4055-4591-a368-74112c253a08/#blk_9ae73d61-adaa-485c-be55-ec6eaf095721"},{"id":"occ_ffa905c4f63ec8f83cec71ee","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9c10c6f9-4055-4591-a368-74112c253a08","work_id":"wrk_a91b4c62-c6f7-43f1-8bc0-9224e28ea11a","block_id":"blk_c045c0d4-0470-4fe5-a89b-5e4542991cf3","section_id":"sec_e85c4ae7-9343-4f57-9cb8-ef67afb68201","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"AIアクセラレーターは、大量のHBMを必要とする。","quote_start":0,"quote_end":25,"text_sha256":"2921e9c4b792aa7ea6be4e9ede8d91fe5cdbca836fdc273ff539655da8ce1923","block_sha256":"2921e9c4b792aa7ea6be4e9ede8d91fe5cdbca836fdc273ff539655da8ce1923","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9c10c6f9-4055-4591-a368-74112c253a08/#blk_c045c0d4-0470-4fe5-a89b-5e4542991cf3"},{"id":"occ_585c3b514a1db42c737c2457","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9c10c6f9-4055-4591-a368-74112c253a08","work_id":"wrk_a91b4c62-c6f7-43f1-8bc0-9224e28ea11a","block_id":"blk_dc17c04b-3c4c-4487-a423-194d39ab9dbe","section_id":"sec_ea7b999b-06bd-48a4-9da0-2fdeff36b586","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"- NVIDIAの売上高が85％増える\n- データセンター売上高が92％増える\n- HBM需要が拡大する\n- 半導体設備投資が続く\n- 中国の新規メモリ企業へ資金が集中する\n- AIインフラ計画が継続する","quote_start":0,"quote_end":102,"text_sha256":"60f4e804b72eddfd2b48e4f7c23da7ac1d150a33e0299a14dac89eddb7bb938d","block_sha256":"60f4e804b72eddfd2b48e4f7c23da7ac1d150a33e0299a14dac89eddb7bb938d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9c10c6f9-4055-4591-a368-74112c253a08/#blk_dc17c04b-3c4c-4487-a423-194d39ab9dbe"},{"id":"occ_a598d8e0c07942f9b1469ef6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9c10c6f9-4055-4591-a368-74112c253a08","work_id":"wrk_a91b4c62-c6f7-43f1-8bc0-9224e28ea11a","block_id":"blk_ed04ce23-ef41-4d26-bb3e-83473ab38ca8","section_id":"sec_b2aea0e6-af73-4728-ab0b-eed540ec4dcf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"- GPU\n- HBM\n- DRAM\n- NAND\n- 電力\n- 変圧器\n- 建設人員\n- データセンター用地\n- 技術者賃金","quote_start":0,"quote_end":63,"text_sha256":"22c045a6a3981c823da7b3974718ef1b11ebfbee004ffd33edd36d8b2ff34240","block_sha256":"22c045a6a3981c823da7b3974718ef1b11ebfbee004ffd33edd36d8b2ff34240","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9c10c6f9-4055-4591-a368-74112c253a08/#blk_ed04ce23-ef41-4d26-bb3e-83473ab38ca8"},{"id":"occ_49d2cb60a5775304907e16e0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9d4ead97-69cb-4ce7-8223-0346945539b2","work_id":"wrk_1392dff6-1a1d-4910-b2f4-beea19fd2c7f","block_id":"blk_2476a5e9-a339-4c73-8694-3d2157ff0530","section_id":"sec_b6c5bf23-6fdb-4cf5-8b98-357ea9b8c782","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"**AIモデル需要が増える**\n→ **GPU/HBMが必要になる**\n→ **AIデータセンターが増える**\n→ **電力・冷却・光・変圧器・PDU・MLCC・PCBが足りなくなる**\n→ **データセンターを短期間で量産できる企業が強くなる**\n→ ","quote_start":0,"quote_end":127,"text_sha256":"fb66671ec1dee71f0b57e7f0d561a431cfbe2240dc56b4b78224a297967394e6","block_sha256":"fb66671ec1dee71f0b57e7f0d561a431cfbe2240dc56b4b78224a297967394e6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9d4ead97-69cb-4ce7-8223-0346945539b2/#blk_2476a5e9-a339-4c73-8694-3d2157ff0530"},{"id":"occ_67a1a101cc21055190c71f87","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9d4ead97-69cb-4ce7-8223-0346945539b2","work_id":"wrk_1392dff6-1a1d-4910-b2f4-beea19fd2c7f","block_id":"blk_4e680d3a-69ac-465c-8a50-a2f90507be1c","section_id":"sec_6f51b854-f784-477d-bcee-77333d73d356","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"データセンターの建屋と電力を用意しても、GPU、HBM、ネットワーク機器、光モジュール、電源部材が足りなければ稼働できません。AIインフラでは建設と同じくらい、NVIDIA/AMD系GPU、HBM、光接続、電源部材の確保が重要です。","quote_start":0,"quote_end":116,"text_sha256":"8184b67131a4f7c3a756fd4bf670d41ad32a3ce0f3a600336c4aa3f98b1389b2","block_sha256":"8184b67131a4f7c3a756fd4bf670d41ad32a3ce0f3a600336c4aa3f98b1389b2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9d4ead97-69cb-4ce7-8223-0346945539b2/#blk_4e680d3a-69ac-465c-8a50-a2f90507be1c"},{"id":"occ_8bb0cb19deca633e7076d50e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9d4ead97-69cb-4ce7-8223-0346945539b2","work_id":"wrk_1392dff6-1a1d-4910-b2f4-beea19fd2c7f","block_id":"blk_a4482b80-364d-4c62-a143-d880304c07f2","section_id":"sec_7f53342d-ebde-4ca4-8ab1-b5b1f723f73d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":630,"end":633,"exact":"HBM","quote":" 半導体装置・検査   | **東京エレクトロン、アドバンテスト、レーザーテック、ディスコ等** | GPU/HBM/先端半導体需要の波及          |\n| ソフトバンク関連   | **ソフトバンクG、ソフトバンク、Arm、SB Energy**   | AIインフラ投資の中核              ","quote_start":575,"quote_end":733,"text_sha256":"91daf63aa44788737ce1129862266e8a161bdab6d8d4011170bfb584924ea66b","block_sha256":"91daf63aa44788737ce1129862266e8a161bdab6d8d4011170bfb584924ea66b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9d4ead97-69cb-4ce7-8223-0346945539b2/#blk_a4482b80-364d-4c62-a143-d880304c07f2"},{"id":"occ_d39a765f4e86abe04edea89f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9da93714-e603-4ed0-af29-80871392e458","work_id":"wrk_d5b32e91-ddad-40bb-b75b-c80115e64a5e","block_id":"blk_661f185a-9953-4255-b539-6bb16f684f3f","section_id":"sec_472ccb16-e6ed-4f6b-8b7e-e5d83b2fc0d7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":60,"end":63,"exact":"HBM","quote":"8月末時点でTrendForceは、2027年の数量中心をVR200とし、Rubin Ultra/VR300はHBMやServer Architectureがまだ確定していないため出荷比率は比較的小さいとみている。([TrendForce](https://www.trendforce.com/presscente","quote_start":5,"quote_end":163,"text_sha256":"3015c8c1621ef87aaa197c270b45636255c5c67ec9fcda439fb47ada2fe87078","block_sha256":"3015c8c1621ef87aaa197c270b45636255c5c67ec9fcda439fb47ada2fe87078","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9da93714-e603-4ed0-af29-80871392e458/#blk_661f185a-9953-4255-b539-6bb16f684f3f"},{"id":"occ_a8e1813a03efdfd87f6ed83b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_9da93714-e603-4ed0-af29-80871392e458","work_id":"wrk_d5b32e91-ddad-40bb-b75b-c80115e64a5e","block_id":"blk_c533ec54-5f04-4cf4-85e8-1b1c7efd3d63","section_id":"sec_52e076e5-8250-473e-bc79-bd760dce463f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"AI半導体というと、NVIDIAのGPU、HBM、TSMCの先端プロセスやCoWoSに目が向きやすい。","quote_start":0,"quote_end":51,"text_sha256":"2c12c5668ae7bdab70d5453281a8081996abd1cfeac0982c1243ada8955995a6","block_sha256":"2c12c5668ae7bdab70d5453281a8081996abd1cfeac0982c1243ada8955995a6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_9da93714-e603-4ed0-af29-80871392e458/#blk_c533ec54-5f04-4cf4-85e8-1b1c7efd3d63"},{"id":"occ_08ed0c298e2c3e911a2a606d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_013db121-474c-45bc-a4db-2cbbcde59f6d","section_id":"sec_36b3bb3d-1653-49b7-9da3-e9de95d3fd99","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":11,"end":15,"exact":"HBM4","quote":"だからSamsung HBM4説には技術的にも整合性がある。","quote_start":0,"quote_end":30,"text_sha256":"0cdc55773f57910f55f858bc5b45e61a8b65d1eebbc159102ab317d5933e1e30","block_sha256":"0cdc55773f57910f55f858bc5b45e61a8b65d1eebbc159102ab317d5933e1e30","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_013db121-474c-45bc-a4db-2cbbcde59f6d"},{"id":"occ_20bcf040daea5337596b9f21","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_07bb23a7-c4a7-4b82-a1ce-23ccdbc5937c","section_id":"sec_32fa9297-e703-4f7a-9472-a0d06e181927","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"**JalapeñoのHBM bandwidth/MWはRubinの約1.8倍**","quote_start":0,"quote_end":41,"text_sha256":"404be8756379560d7c2e0398019819092f5dabcb430e1e14d0478f1aacccb081","block_sha256":"404be8756379560d7c2e0398019819092f5dabcb430e1e14d0478f1aacccb081","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_07bb23a7-c4a7-4b82-a1ce-23ccdbc5937c"},{"id":"occ_143d72cb17a3d9908b6cbe37","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_0c81693b-1f13-47b8-a331-c166a4cd08b1","section_id":"sec_36b3bb3d-1653-49b7-9da3-e9de95d3fd99","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":16,"end":20,"exact":"HBM4","quote":"Samsungは2026年2月、HBM4の量産・commercial shipment開始を発表した。","quote_start":0,"quote_end":51,"text_sha256":"e4fb1e09a29b671713acb239aedc1c8aefab91a21f30a3bfd93c1b652a4da5a6","block_sha256":"e4fb1e09a29b671713acb239aedc1c8aefab91a21f30a3bfd93c1b652a4da5a6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_0c81693b-1f13-47b8-a331-c166a4cd08b1"},{"id":"occ_83fd0be4d61f4270ae31e6f1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_0cd9c2b7-e6d0-45b0-b2dc-153be0d00f34","section_id":"sec_59f95167-cb51-45b3-8a46-6878ed4992b5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"Googleは最大9,600 chipのSuperpodを構築し、FP4で121EFLOPS、2PB超のHBMを一つのtraining systemとして扱う。([Google Cloud](https://cloud.google.com/blog/ja/products/compute/tpu-8t-an","quote_start":0,"quote_end":155,"text_sha256":"5248f008eb96529d96fb980597809ea06086e7b43e9bd8e7d407c274a6465a9a","block_sha256":"5248f008eb96529d96fb980597809ea06086e7b43e9bd8e7d407c274a6465a9a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_0cd9c2b7-e6d0-45b0-b2dc-153be0d00f34"},{"id":"occ_f07f3b516e5cadf355bc9d57","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_0dba9b85-655d-46d5-85d1-89374e43ac69","section_id":"sec_57fb5a48-a7f1-4109-9e0b-79810b24a712","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"## JalapeñoはなぜHBM帯域を使い切れるのか","quote_start":0,"quote_end":27,"text_sha256":"0d217e4957a89404f1dc53d644a919c00c581bc0e4b10d8b6112ea54350fb84a","block_sha256":"0d217e4957a89404f1dc53d644a919c00c581bc0e4b10d8b6112ea54350fb84a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_0dba9b85-655d-46d5-85d1-89374e43ac69"},{"id":"occ_224e3564a372e8417ec3350b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_1cd9772e-7d51-4cae-a9d4-a7e31d308f3f","section_id":"sec_e5ffadf2-a65c-47c4-bfc8-b3079b47144e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"約**8,570万HBM stack**","quote_start":0,"quote_end":20,"text_sha256":"5b5ee208dc6df2d8abffc1f9af460756435f287507f0fce06701f4e765894015","block_sha256":"5b5ee208dc6df2d8abffc1f9af460756435f287507f0fce06701f4e765894015","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_1cd9772e-7d51-4cae-a9d4-a7e31d308f3f"},{"id":"occ_24b9117204b9c1e6196b3750","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_215968a9-f5ce-4616-acd1-d71ada59bbbc","section_id":"sec_10b2313d-7545-424b-8ddd-122d214eed76","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":14,"end":18,"exact":"HBM4","quote":"Samsungは2026年にHBM4 qualificationを急速に進めており、TrendForceもSamsungがHBM4で追い上げている一方、SK hynixがHBM全体では依然首位にいると分析している。([TrendForc","quote_start":0,"quote_end":118,"text_sha256":"291a2e104ff1cc979281d9acb89901477c90a09dbbebb3bb4d2a0a3a6af80744","block_sha256":"291a2e104ff1cc979281d9acb89901477c90a09dbbebb3bb4d2a0a3a6af80744","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_215968a9-f5ce-4616-acd1-d71ada59bbbc"},{"id":"occ_b8ad1e8e968c25fa3408b99a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_22c155fb-e521-46b5-9648-d50152ada6a9","section_id":"sec_7fff297d-e825-4a21-a697-f6da7491a8c4","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":94,"end":98,"exact":"HBM4","quote":"SMC N3Pのreticle-scale compute dieを使い、MXFP4で約13.4PFLOPS。HBM4は216GB、帯域は約15.4TB/sで、HBM4のpin speedは約10Gbpsと推定されている。","quote_start":39,"quote_end":150,"text_sha256":"fb16d48403867412c0c06317f516f61b2d3631e5bceb11a37e0576c8353f9917","block_sha256":"fb16d48403867412c0c06317f516f61b2d3631e5bceb11a37e0576c8353f9917","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_22c155fb-e521-46b5-9648-d50152ada6a9"},{"id":"occ_7e78b210f3b64a1bd5e3c375","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_2f18cd70-46e0-4525-836a-56cf04b37fee","section_id":"sec_c3c1810c-4904-4381-8d31-204ec3915d07","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM wafer消費量へ変換する","quote_start":0,"quote_end":20,"text_sha256":"de14628b4b8fb4bb422628226ed58dd1191d7eaa67a78f7344f7a1f39202829e","block_sha256":"de14628b4b8fb4bb422628226ed58dd1191d7eaa67a78f7344f7a1f39202829e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_2f18cd70-46e0-4525-836a-56cf04b37fee"},{"id":"occ_dec8a5e74b7c7fb3917371a9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_30947965-2893-4e52-af0e-7e7ea6807d62","section_id":"sec_36b3bb3d-1653-49b7-9da3-e9de95d3fd99","layer":"code","character_id":null,"count":3,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":35,"end":39,"exact":"HBM4","quote":"```\n現在\nTSMC Compute\n     +\nSamsung HBM4\n     +\nBroadcom implementation/network\n\n\n将来\nSamsung Foundry\n     +\nSamsung HBM4/HBM4E\n     +\nSamsun","quote_start":0,"quote_end":139,"text_sha256":"afc405776cf94feeec1218cfff4b9da5faf9026ffed9c956a1394b895e73e674","block_sha256":"afc405776cf94feeec1218cfff4b9da5faf9026ffed9c956a1394b895e73e674","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_30947965-2893-4e52-af0e-7e7ea6807d62"},{"id":"occ_7dc6424862d104294d12258f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_354fb5b4-3d4c-4344-9819-0973a019f8bb","section_id":"sec_b03c65f8-d05c-4580-aeb0-1bde4e9f2162","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM wafer-equivalentは、","quote_start":0,"quote_end":22,"text_sha256":"e4ee2d5fafbb77054245baa69b6a2b2d7194d7baedd58a5cca2436fc05fe1f6d","block_sha256":"e4ee2d5fafbb77054245baa69b6a2b2d7194d7baedd58a5cca2436fc05fe1f6d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_354fb5b4-3d4c-4344-9819-0973a019f8bb"},{"id":"occ_5b470e5f095212d28f8e5991","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_37afa940-bf2f-4c20-b2a4-4174509ee55d","section_id":"sec_36b3bb3d-1653-49b7-9da3-e9de95d3fd99","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":21,"end":25,"exact":"HBM4","quote":"SamsungにとってJalapeñoは、HBM4のdesign winだけでなく、赤字が続いたFoundryを次世代CSP ASICへ食い込ませる入口になり得る。","quote_start":0,"quote_end":82,"text_sha256":"74dc8ad0162678186fae69124e224340952057094b6c7e35d1459df469704ff3","block_sha256":"74dc8ad0162678186fae69124e224340952057094b6c7e35d1459df469704ff3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_37afa940-bf2f-4c20-b2a4-4174509ee55d"},{"id":"occ_f92046e77bb78971d3265763","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_395fb061-c74a-4545-9b58-78cfb65f809d","section_id":"sec_b662da1b-fd3e-4f09-95e1-7f64658595aa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":17,"end":21,"exact":"HBM4","quote":"SamsungはJalapeño HBM4とGoogle TPU、さらにRubinでシェア回復を狙える。","quote_start":0,"quote_end":52,"text_sha256":"d73b5cec8ca3e1eafbcdec23ccd4ed4ecd5c063d1dd0d449bb6612610dcc5786","block_sha256":"d73b5cec8ca3e1eafbcdec23ccd4ed4ecd5c063d1dd0d449bb6612610dcc5786","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_395fb061-c74a-4545-9b58-78cfb65f809d"},{"id":"occ_78eb272245a7443b443a0457","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_520042e9-ec59-4a35-9f6a-54dcecaed761","section_id":"sec_e5ffadf2-a65c-47c4-bfc8-b3079b47144e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM DRAM wafer-equivalentは、","quote_start":0,"quote_end":27,"text_sha256":"1d3245837d8f70558dc7d46b4621b33248dbe10709e23dd52148e63374f217c4","block_sha256":"1d3245837d8f70558dc7d46b4621b33248dbe10709e23dd52148e63374f217c4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_520042e9-ec59-4a35-9f6a-54dcecaed761"},{"id":"occ_88e9d57c83d58a6e9e9c45bf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_5e2c720a-9a1a-450c-9e34-9ad090011495","section_id":"sec_10b2313d-7545-424b-8ddd-122d214eed76","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"**JalapeñoのHBMシェアが10ポイント動くだけで約2.1～2.4万枚/GWがsupplier間を移動する**","quote_start":0,"quote_end":59,"text_sha256":"f57c9bfc7eb4a19c785c5067bdec8098f0d8a579ed1cdcfec8428062f1f8c1bd","block_sha256":"f57c9bfc7eb4a19c785c5067bdec8098f0d8a579ed1cdcfec8428062f1f8c1bd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_5e2c720a-9a1a-450c-9e34-9ad090011495"},{"id":"occ_44b3952f6afd32baa5f35ed9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_5f935f4f-f6e4-46c3-b696-a8a24659e664","section_id":"sec_178b6daf-8747-49ba-aa94-a9fd42c3ceef","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"Rubin 1GWのHBMを10%取るだけで、","quote_start":0,"quote_end":23,"text_sha256":"6b466bbdbe12855b4805dbde8f1acb7f2767aade774ca11761059a605e2237ed","block_sha256":"6b466bbdbe12855b4805dbde8f1acb7f2767aade774ca11761059a605e2237ed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_5f935f4f-f6e4-46c3-b696-a8a24659e664"},{"id":"occ_9b2ac547716887940823bc9e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_60adf68c-30f9-493d-bfbc-f946e8b3e160","section_id":"sec_32fa9297-e703-4f7a-9472-a0d06e181927","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"つまり同じ1MWを使うなら、JalapeñoはRubinのほぼ2倍のHBMを抱える。","quote_start":0,"quote_end":42,"text_sha256":"6fe58813344a32e63a5818316cf1f995bb053801619b623efef282060972308a","block_sha256":"6fe58813344a32e63a5818316cf1f995bb053801619b623efef282060972308a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_60adf68c-30f9-493d-bfbc-f946e8b3e160"},{"id":"occ_ac4c039602f184baa0a05ea7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_61142311-7555-42c3-ac54-208f4d2c13a6","section_id":"sec_10b2313d-7545-424b-8ddd-122d214eed76","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"のHBM DRAM wafer需要が発生する。","quote_start":0,"quote_end":23,"text_sha256":"2d6794c30cb2b334814d21dc49e3fc38cb3be69e7bee0b6fb7e0860fa720ebe9","block_sha256":"2d6794c30cb2b334814d21dc49e3fc38cb3be69e7bee0b6fb7e0860fa720ebe9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_61142311-7555-42c3-ac54-208f4d2c13a6"},{"id":"occ_5c50fbc5823e4fecb4e7e107","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_63fdd7b2-f9b1-4739-b945-f76018ee0678","section_id":"sec_01c4b5c1-15c2-4312-8147-cb07f6975c3d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"それでもJalapeñoがLLM推論で非常に強いのは、HBM bandwidthを演算能力に対して極端に厚くしているからだ。","quote_start":0,"quote_end":62,"text_sha256":"a401b36b86844a79590e3541d318b7be55c5196550faa62404bbc3472285d51d","block_sha256":"a401b36b86844a79590e3541d318b7be55c5196550faa62404bbc3472285d51d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_63fdd7b2-f9b1-4739-b945-f76018ee0678"},{"id":"occ_212c3557ff414339c03dd516","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_66edfdd3-778d-4175-9e8c-4c5ca39bff12","section_id":"sec_01c4b5c1-15c2-4312-8147-cb07f6975c3d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"したがって、生のHBM帯域だけなら、","quote_start":0,"quote_end":18,"text_sha256":"a2029166da2bc1e4fa84e1b4a95105e05e2ef43570e064f88a870478a9c3d65e","block_sha256":"a2029166da2bc1e4fa84e1b4a95105e05e2ef43570e064f88a870478a9c3d65e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_66edfdd3-778d-4175-9e8c-4c5ca39bff12"},{"id":"occ_4e7bb73a5bf127b9f6f1606e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_698632f9-e294-469f-850a-bfd5950e1766","section_id":"sec_c3c1810c-4904-4381-8d31-204ec3915d07","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":13,"end":17,"exact":"HBM4","quote":"Samsungの36GB HBM4 12Hiを基準にすると、","quote_start":0,"quote_end":30,"text_sha256":"953451bd6b6652c52891002465cd934a801019ce547d0a0d43b074944bc59bbd","block_sha256":"953451bd6b6652c52891002465cd934a801019ce547d0a0d43b074944bc59bbd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_698632f9-e294-469f-850a-bfd5950e1766"},{"id":"occ_dfc5850c73a809432af08f08","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_69960279-5be8-4d80-88d5-8db2f0303c22","section_id":"sec_d0408705-56a5-49af-ac74-4fda498ed035","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM bandwidth**  \n**Locality**  \n**AI-generated kernel**","quote_start":0,"quote_end":58,"text_sha256":"fcf35799b2d6afa6dcbf5d428aa989e9bbec84765d9aca3983fbe1e7feca905f","block_sha256":"fcf35799b2d6afa6dcbf5d428aa989e9bbec84765d9aca3983fbe1e7feca905f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_69960279-5be8-4d80-88d5-8db2f0303c22"},{"id":"occ_993f18a8a1bc0a994c6b03b2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_6d52b560-fac4-4972-b1aa-2248c3958a08","section_id":"sec_b662da1b-fd3e-4f09-95e1-7f64658595aa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"**1MWの電力から何tokenを生み、そのために何TBのHBM、何PB/sの帯域、何枚のDRAM wafer、何枚のN3 wafer、何Tb/sのnetworkを必要とするのか**","quote_start":0,"quote_end":91,"text_sha256":"a684ff5481c438b0831034dfd3e7c333d514b20008b50ac675f2a45448ae6e8c","block_sha256":"a684ff5481c438b0831034dfd3e7c333d514b20008b50ac675f2a45448ae6e8c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_6d52b560-fac4-4972-b1aa-2248c3958a08"},{"id":"occ_915747d73b53518a5f36bd6f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_6e2c4b29-2b1f-4747-b517-f10516075253","section_id":"sec_57fb5a48-a7f1-4109-9e0b-79810b24a712","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"SemiAnalysisによれば、Jalapeñoではcompute coreとHBMを複数のsliceへ分割し、各compute sliceが自分に対応したHBM sliceを低レイテンシで見る。","quote_start":0,"quote_end":99,"text_sha256":"0caa43b2fe75a5e6bfb02b3ba1053e15d4511613e1b5821aaba31ff0894f4dbc","block_sha256":"0caa43b2fe75a5e6bfb02b3ba1053e15d4511613e1b5821aaba31ff0894f4dbc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_6e2c4b29-2b1f-4747-b517-f10516075253"},{"id":"occ_c84facc1c2c14eb28938a7f8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_772b7b7d-a8c3-4b54-beb0-162d7b9df929","section_id":"sec_178b6daf-8747-49ba-aa94-a9fd42c3ceef","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"NVIDIA自身がRubin向けHBMを複数supplier化する方向にあり、TrendForceもSamsung、SK hynix、Micronの3社体制になる可能性を指摘している。([TrendForce](https://www.t","quote_start":0,"quote_end":119,"text_sha256":"e3c4718c612aa12bd0b9fa74964ccec9eade61030dc923399ca887db1b98e79a","block_sha256":"e3c4718c612aa12bd0b9fa74964ccec9eade61030dc923399ca887db1b98e79a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_772b7b7d-a8c3-4b54-beb0-162d7b9df929"},{"id":"occ_69aac6b9f502e492c6d4bba2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_7df9de33-763b-4fec-90f5-cba4b515b39f","section_id":"sec_9c7417c8-15ac-4889-a70e-becea6d0ed08","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"**「HBM市場全体の首位」より「どのCSP ASICのdesign winを持っているか」**","quote_start":0,"quote_end":48,"text_sha256":"c1d08760689dca96d5cb62ab539990c13aa531277a0a315564050a036d48d9de","block_sha256":"c1d08760689dca96d5cb62ab539990c13aa531277a0a315564050a036d48d9de","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_7df9de33-763b-4fec-90f5-cba4b515b39f"},{"id":"occ_309725b9df02478088cc27a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_80a80df4-b14d-4001-8ad0-7bac3037c3e8","section_id":"sec_f42ad92a-7d0d-4623-a0a4-fd5982c3d10e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM  \nDRAM  \nAdvanced Foundry  \nAI Infrastructure","quote_start":0,"quote_end":49,"text_sha256":"f980f18fbf83a284ad5c78b00945d04cce4e70d6d86aabb10d6393762ccf8c53","block_sha256":"f980f18fbf83a284ad5c78b00945d04cce4e70d6d86aabb10d6393762ccf8c53","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_80a80df4-b14d-4001-8ad0-7bac3037c3e8"},{"id":"occ_df4a9d9bfee7c99c65657f4b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_812048cb-a7f3-4b65-a9cb-bf0fd929cad9","section_id":"sec_5811e28d-1e42-4b4f-856c-f2ae7cd602a0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"MemoryではBroadcomの次世代AI accelerator向けを含むHBM。","quote_start":0,"quote_end":43,"text_sha256":"645da05e0d3c19198654fb1993cbc9a947d29c19b523d18b4859f66d7b800886","block_sha256":"645da05e0d3c19198654fb1993cbc9a947d29c19b523d18b4859f66d7b800886","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_812048cb-a7f3-4b65-a9cb-bf0fd929cad9"},{"id":"occ_71d1ee28a72e1db25d431dfb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_82bece72-77d3-4135-b26d-81fe6bdcc883","section_id":"sec_b03c65f8-d05c-4580-aeb0-1bde4e9f2162","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"**同じMWから発生するHBM需要は増える**","quote_start":0,"quote_end":23,"text_sha256":"80eb9594cc51a8fd1ad10dfdf97217933ef17125275e60d7964e99cb2aa9793b","block_sha256":"80eb9594cc51a8fd1ad10dfdf97217933ef17125275e60d7964e99cb2aa9793b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_82bece72-77d3-4135-b26d-81fe6bdcc883"},{"id":"occ_badf8002ad289a1e2ab3379e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_8a60f58a-5346-41b9-80d6-bff9c5edac31","section_id":"sec_b662da1b-fd3e-4f09-95e1-7f64658595aa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"**データを動かさず、HBMを使い切り、AI自身にkernelを書かせることで、MW当たりの推論効率を最大化する。**","quote_start":0,"quote_end":59,"text_sha256":"3254ae6791581ff15f06fc283f294d4973ab33e392ba6a3dbcf6672c3c488ead","block_sha256":"3254ae6791581ff15f06fc283f294d4973ab33e392ba6a3dbcf6672c3c488ead","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_8a60f58a-5346-41b9-80d6-bff9c5edac31"},{"id":"occ_6dc96a3a069a90099bc9cb21","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_8f257e8b-59d1-4d16-b59c-2944db211d6b","section_id":"sec_0a17111a-c997-4fe7-9473-59a409060566","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":119,"end":122,"exact":"HBM","quote":"較条件を採用した。一方TPU 8t＝1.5kW、8i＝1.15kWはGoogle非公表のため分析用仮定である。HBM waferについても24Gb DRAM die、12Hi、430～500 good die/300mm waferという共通モデルを使ったDRAM wafer-equivalentで、各社実際のdi","quote_start":64,"quote_end":222,"text_sha256":"f88b1021e0d52f5742b9381c76119dd04e1327b462f1cf5e8858ed45eecdcf84","block_sha256":"f88b1021e0d52f5742b9381c76119dd04e1327b462f1cf5e8858ed45eecdcf84","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_8f257e8b-59d1-4d16-b59c-2944db211d6b"},{"id":"occ_16e6af81ec780e8f4fa9b60a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_918a9c48-6503-4530-b104-d49e20969403","section_id":"sec_57fb5a48-a7f1-4109-9e0b-79810b24a712","layer":"code","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM slice A  ⇄  Compute slice A\nHBM slice B  ⇄  Compute slice B\nHBM slice C  ⇄  Compute slice C\nHBM sli","quote_start":0,"quote_end":107,"text_sha256":"831260c6edf2b3d5b8a7df569ff0db16fc47583de66b7613750107fa21abde52","block_sha256":"831260c6edf2b3d5b8a7df569ff0db16fc47583de66b7613750107fa21abde52","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_918a9c48-6503-4530-b104-d49e20969403"},{"id":"occ_b78569a6c8734c2388f5246f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_91c79e10-6a4c-4c39-8da8-ea7a5b72afb8","section_id":"sec_f93fb24f-d4a0-4f4e-b791-ec427c32c624","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM**  \n**Foundry**  \n**Advanced Packaging**","quote_start":0,"quote_end":46,"text_sha256":"b62a7e0ae4fd6d2ecd93dcc0344044fb512da97f8df359aa3b1f04bc74ad107c","block_sha256":"b62a7e0ae4fd6d2ecd93dcc0344044fb512da97f8df359aa3b1f04bc74ad107c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_91c79e10-6a4c-4c39-8da8-ea7a5b72afb8"},{"id":"occ_709d604527680b8397b4cc25","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_95cc1606-2c6b-49d4-bb03-fcde0a3cbf52","section_id":"sec_b662da1b-fd3e-4f09-95e1-7f64658595aa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"SK hynixはHBM全体の首位とRubin volumeを防波堤にできる。","quote_start":0,"quote_end":39,"text_sha256":"b15fc02e0f739fbd9062a0cf18917e3637809a37ec9be291a36a4e5285579515","block_sha256":"b15fc02e0f739fbd9062a0cf18917e3637809a37ec9be291a36a4e5285579515","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_95cc1606-2c6b-49d4-bb03-fcde0a3cbf52"},{"id":"occ_f6346289a5f638735f090335","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_96a38c59-c5fd-47db-b0c1-a24d87473850","section_id":"sec_b662da1b-fd3e-4f09-95e1-7f64658595aa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"peñoのようなmemory-heavy inference ASICでは、同じ1MWからRubinの約2倍のHBM wafer需要が発生し得る。","quote_start":6,"quote_end":79,"text_sha256":"e7904079e4a2689c2ab08f8d014f5e4bca058d931141e66939f625cde33841e6","block_sha256":"e7904079e4a2689c2ab08f8d014f5e4bca058d931141e66939f625cde33841e6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_96a38c59-c5fd-47db-b0c1-a24d87473850"},{"id":"occ_a96cefd3a426bc9a19472bd6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_97e8a184-9dce-40b7-ab7d-fa1bb9c1d9cb","section_id":"sec_7fff297d-e825-4a21-a697-f6da7491a8c4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"**「演算器1単位に対して、どれほど大量のHBM帯域を与えるか」**","quote_start":0,"quote_end":34,"text_sha256":"3f32a6d877a5a539b2d2ab23a5ba70086f6f03c01808c90d0effff8db4a9e88c","block_sha256":"3f32a6d877a5a539b2d2ab23a5ba70086f6f03c01808c90d0effff8db4a9e88c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_97e8a184-9dce-40b7-ab7d-fa1bb9c1d9cb"},{"id":"occ_e1023d08bd55e3147e605c16","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_9b2e259c-3e9c-481d-a5aa-dd1ac176f8a5","section_id":"sec_46194491-1973-42ac-a8bb-9a909645bccc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM DRAM wafer-equivalent / 1MW","quote_start":0,"quote_end":34,"text_sha256":"aeff7187bb14f69597b0999bb57c32a46b658b2dadebc1a23bd2422d9bdb0dc1","block_sha256":"aeff7187bb14f69597b0999bb57c32a46b658b2dadebc1a23bd2422d9bdb0dc1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_9b2e259c-3e9c-481d-a5aa-dd1ac176f8a5"},{"id":"occ_a834b3224175112de9369b8b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_9bd23c99-e300-421c-ae48-decf4dd462f6","section_id":"sec_b03c65f8-d05c-4580-aeb0-1bde4e9f2162","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"**「NVIDIA GPUのシェアがcustom ASICへ移る＝HBM需要が減る」**","quote_start":0,"quote_end":44,"text_sha256":"c0e7f476fdf8cb0917c55399abda9caa526f0a94c0875c20912d0b66057ef0df","block_sha256":"c0e7f476fdf8cb0917c55399abda9caa526f0a94c0875c20912d0b66057ef0df","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_9bd23c99-e300-421c-ae48-decf4dd462f6"},{"id":"occ_f1494f3cbb7b7486233042d0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_9c75b633-3902-4d9f-8af5-a22a032b75a4","section_id":"sec_a26c0957-028c-4eee-83b2-d6949fad1fd1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"つまりHBMだけでなく、1GWという単位そのものが先端logic waferを数万枚単位で飲み込む。","quote_start":0,"quote_end":50,"text_sha256":"4b9d7f16617a39e94a04d15e644a60e4912cd14a993b1d6184fb8fcf4fba2a34","block_sha256":"4b9d7f16617a39e94a04d15e644a60e4912cd14a993b1d6184fb8fcf4fba2a34","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_9c75b633-3902-4d9f-8af5-a22a032b75a4"},{"id":"occ_0ba4bf2118c833a8e1dc0d98","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_9c7c566a-4594-48e1-87b8-5d689c36a105","section_id":"sec_c3c1810c-4904-4381-8d31-204ec3915d07","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"TPU 8ではGoogleがHBMのstack構成や世代を公式には明示していないため、ここも**36GB・12Hi換算したDRAM wafer-equivalent**として扱う。","quote_start":0,"quote_end":90,"text_sha256":"292f40a595d5f440da7f7ab51188a63d1e187eac9c0d9f82843379e5f26e3570","block_sha256":"292f40a595d5f440da7f7ab51188a63d1e187eac9c0d9f82843379e5f26e3570","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_9c7c566a-4594-48e1-87b8-5d689c36a105"},{"id":"occ_ecf084b3ae87c938a3def86e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_9d0a22d2-2dd8-44b5-b6bf-97232491e6d4","section_id":"sec_f42ad92a-7d0d-4623-a0a4-fd5982c3d10e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":62,"end":65,"exact":"HBM","quote":"eñoを第1世代とするOpenAI × Broadcomの複数世代10GW ASIC供給網へ、SamsungがHBM、将来のFoundry、Advanced Packagingの3方向から入り込もうとしている**","quote_start":7,"quote_end":113,"text_sha256":"4e0abca58f2751441b509f201438112b3968502f8a7b8c23cec34dfbaae49ff9","block_sha256":"4e0abca58f2751441b509f201438112b3968502f8a7b8c23cec34dfbaae49ff9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_9d0a22d2-2dd8-44b5-b6bf-97232491e6d4"},{"id":"occ_a000fd0bb039d513bc084df3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_9dccc9ea-157c-4ee5-ac93-fe1315235fa1","section_id":"sec_4247b88b-3255-4ff2-80e4-0720e6cd66cb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":109,"end":112,"exact":"HBM","quote":"ランシスコAI Summit、そしてSamsungとBroadcomが発表した5年間・2,000億ドル超規模のHBM・ファウンドリー・先端パッケージ協力MOUを重ねると、さらに大きな構図が見えてくる。","quote_start":54,"quote_end":154,"text_sha256":"ab388f8fc214f90fd0710706afcd2234c209a364c0b51d9e239c4a2597db012d","block_sha256":"ab388f8fc214f90fd0710706afcd2234c209a364c0b51d9e239c4a2597db012d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_9dccc9ea-157c-4ee5-ac93-fe1315235fa1"},{"id":"occ_d8715a114b73b28321fbf02b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_a0ea7f83-9f19-47b0-b4bb-841353c111cf","section_id":"sec_32fa9297-e703-4f7a-9472-a0d06e181927","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"さらにHBM容量/MWでは、","quote_start":0,"quote_end":14,"text_sha256":"04f4d08f02280dd418739108450f0433607d44ffede8de477f36ed6ffaf370ea","block_sha256":"04f4d08f02280dd418739108450f0433607d44ffede8de477f36ed6ffaf370ea","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_a0ea7f83-9f19-47b0-b4bb-841353c111cf"},{"id":"occ_d64fcddac9cd58602806f639","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_a1982ca7-cbfc-497a-bb83-aff2ebcbb097","section_id":"sec_c3c1810c-4904-4381-8d31-204ec3915d07","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"さらに24Gb HBM DRAMで、","quote_start":0,"quote_end":18,"text_sha256":"1c5a189f70fb9e82d513f841b592aa1daea2e575dbe95a7e56d6e15e0d9fbd7b","block_sha256":"1c5a189f70fb9e82d513f841b592aa1daea2e575dbe95a7e56d6e15e0d9fbd7b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_a1982ca7-cbfc-497a-bb83-aff2ebcbb097"},{"id":"occ_84201dae48a62a2c61d9b056","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_a25083f1-b3c8-4354-8185-b1a6a6064428","section_id":"sec_10b2313d-7545-424b-8ddd-122d214eed76","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":19,"end":23,"exact":"HBM4","quote":"もしJalapeñoがSamsung HBM4の大型design winだった場合、SamsungのHBM4 share回復に与える影響はかなり大きい。","quote_start":0,"quote_end":76,"text_sha256":"a7e4cc94a0b7155c13a84b08849f223acbd78442857c5a0312705a86daf70a05","block_sha256":"a7e4cc94a0b7155c13a84b08849f223acbd78442857c5a0312705a86daf70a05","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_a25083f1-b3c8-4354-8185-b1a6a6064428"},{"id":"occ_74d0ab75c94699fb531703ea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_b1930426-d69b-4922-b882-cb4076ebd434","section_id":"sec_4247b88b-3255-4ff2-80e4-0720e6cd66cb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"## JalapeñoはRubinを超えたのか――OpenAI独自ASICが変えるHBM競争と、Samsung・Broadcom・TSMCを結ぶ10GW供給網","quote_start":0,"quote_end":79,"text_sha256":"254e03b72a87ce40b9703928a8bfed878efa3df71dc5f2f7efd797428ddb74c0","block_sha256":"254e03b72a87ce40b9703928a8bfed878efa3df71dc5f2f7efd797428ddb74c0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_b1930426-d69b-4922-b882-cb4076ebd434"},{"id":"occ_4f5fc93708de99c639869739","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_b6ecde89-c3ec-4ba3-9a16-24a3c597ad0c","section_id":"sec_b662da1b-fd3e-4f09-95e1-7f64658595aa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM三社とTSMCのTAMはむしろ拡大する可能性がある。**","quote_start":0,"quote_end":33,"text_sha256":"277d2364f2df411b3b4d8d7cd5332279c99ac61d86405eb35ba7dab5ab695fef","block_sha256":"277d2364f2df411b3b4d8d7cd5332279c99ac61d86405eb35ba7dab5ab695fef","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_b6ecde89-c3ec-4ba3-9a16-24a3c597ad0c"},{"id":"occ_d3220182a0c3bb804c28638b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_b917fa0b-72ee-40c4-abfb-b630c30de0fd","section_id":"sec_c13f3d94-5964-45ea-aa03-a929306e5a84","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":82,"end":85,"exact":"HBM","quote":"weight約35GB  \nKV・metadata・無駄なtrafficを加えて40GB/token  \n実効HBM利用率60%","quote_start":27,"quote_end":91,"text_sha256":"4348acdab608bd6b41433c4ee2d1ee7d6e109089a506bc3a1595f9435a5ba820","block_sha256":"4348acdab608bd6b41433c4ee2d1ee7d6e109089a506bc3a1595f9435a5ba820","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_b917fa0b-72ee-40c4-abfb-b630c30de0fd"},{"id":"occ_6fa5f12526571c191e5d6940","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_b9cac45e-604c-4fe2-a661-51205d11a0b2","section_id":"sec_d0408705-56a5-49af-ac74-4fda498ed035","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":27,"end":31,"exact":"HBM4","quote":"**最大級のcompute**  \n**22TB/s HBM4**  \n**3.6TB/s NVLink**  \n**CUDA ecosystem**","quote_start":0,"quote_end":75,"text_sha256":"cc150fe4bb9e878afa14580a34883235ff75ff4a89d64c80bc8b685efd6068b7","block_sha256":"cc150fe4bb9e878afa14580a34883235ff75ff4a89d64c80bc8b685efd6068b7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_b9cac45e-604c-4fe2-a661-51205d11a0b2"},{"id":"occ_738c456198def3352ae39dd6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_bcfe3b08-12de-4d6f-b80d-81c76c25a613","section_id":"sec_e5ffadf2-a65c-47c4-bfc8-b3079b47144e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4E"],"evidence":{"text_basis":"markdown","start":23,"end":28,"exact":"HBM4E","quote":"しかも2027～2029年にJalapeñoがHBM4E、より大容量stack、16Hiへ進めば、XPU当たりのHBM bit demandはさらに増える可能性がある。","quote_start":0,"quote_end":84,"text_sha256":"3f6687305a0593aafb5074111e8aacb4796f4635f746e9f47dbf4071bddcf193","block_sha256":"3f6687305a0593aafb5074111e8aacb4796f4635f746e9f47dbf4071bddcf193","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_bcfe3b08-12de-4d6f-b80d-81c76c25a613"},{"id":"occ_afa7db320c37a69ced7f665f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_c568311e-ea5d-4dac-a8f6-323f7a00946b","section_id":"sec_f93fb24f-d4a0-4f4e-b791-ec427c32c624","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"初代JalapeñoでHBMを取る。","quote_start":0,"quote_end":18,"text_sha256":"fb9ac2dc29dd0da84fd9b7c80f4b439a3b177ee3b7c571559196e439bde5f73c","block_sha256":"fb9ac2dc29dd0da84fd9b7c80f4b439a3b177ee3b7c571559196e439bde5f73c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_c568311e-ea5d-4dac-a8f6-323f7a00946b"},{"id":"occ_8af2082d332abf5d0c8b0a6a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_c82ba84e-a1ab-4fa0-9969-636966176f4f","section_id":"sec_7fff297d-e825-4a21-a697-f6da7491a8c4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"さらにSemiAnalysisは、このHBMについて「likely provided by Samsung」としている。","quote_start":0,"quote_end":60,"text_sha256":"24c414cf85b77e2d0060cd4a68afd71c13042fb20b34f15a1a275a75b754d807","block_sha256":"24c414cf85b77e2d0060cd4a68afd71c13042fb20b34f15a1a275a75b754d807","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_c82ba84e-a1ab-4fa0-9969-636966176f4f"},{"id":"occ_5ae6149c5235ad1d52e99fc1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_cbc9a5f9-8c8a-4cdd-9e40-aa6156a2c358","section_id":"sec_36b3bb3d-1653-49b7-9da3-e9de95d3fd99","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"## Samsungの狙い――HBMから入り、FoundryとPackagingまで取る","quote_start":0,"quote_end":44,"text_sha256":"9faf63d90032790604b285208f934fe927c2c3b8422565b6932d7769b6bd7416","block_sha256":"9faf63d90032790604b285208f934fe927c2c3b8422565b6932d7769b6bd7416","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_cbc9a5f9-8c8a-4cdd-9e40-aa6156a2c358"},{"id":"occ_f00d9a52bbe50624f09e2a1b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_d2a386a8-6b93-43fe-8881-fe329f5ba371","section_id":"sec_4247b88b-3255-4ff2-80e4-0720e6cd66cb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"**NVIDIA Rubinほど巨大な演算能力やチップ間通信能力を持たせなくても、HBM、演算器、KV cache、ネットワーク、カーネル、モデルそのものを一つの推論システムとして設計すれば、LLM推論ではRubin級あるいはそれ以上の電力効率を狙える。**","quote_start":0,"quote_end":129,"text_sha256":"283b88c7f3765e71a254b42c919cf637b64b8d830a5c5b339ec4b18eb6450b39","block_sha256":"283b88c7f3765e71a254b42c919cf637b64b8d830a5c5b339ec4b18eb6450b39","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_d2a386a8-6b93-43fe-8881-fe329f5ba371"},{"id":"occ_a03a32d71aaf5f91886f01a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_d69fb377-c054-40aa-9b62-eda457185285","section_id":"sec_040ed602-09d6-4eca-8212-fe270b38fcb5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM容量を216→288GB**","quote_start":0,"quote_end":19,"text_sha256":"f6dae03c3faccb14170499e615fa78fc2f0e7a6887f32b11ab720f8b052418a5","block_sha256":"f6dae03c3faccb14170499e615fa78fc2f0e7a6887f32b11ab720f8b052418a5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_d69fb377-c054-40aa-9b62-eda457185285"},{"id":"occ_57865df92d02390fa2d01f1d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_db9c643f-1e4d-4997-b2f5-920eb37385b8","section_id":"sec_0a17111a-c997-4fe7-9473-59a409060566","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":68,"end":71,"exact":"HBM","quote":"守的に置いても、**Inference ASICのmemory-heavy化によって、GPUの市場シェア低下とHBM需要拡大が同時に起こり得る**という結論そのものは変わりにくい。","quote_start":13,"quote_end":103,"text_sha256":"1fc88b89b7fbc83b0b2f7d7e145ef8f2602e54db156fb47036ce379dca2ecfc3","block_sha256":"1fc88b89b7fbc83b0b2f7d7e145ef8f2602e54db156fb47036ce379dca2ecfc3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_db9c643f-1e4d-4997-b2f5-920eb37385b8"},{"id":"occ_dfc61bd1de6d4a838a0049c6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_de9f33b0-a07c-488d-aac0-6627a2075e75","section_id":"sec_e5ffadf2-a65c-47c4-bfc8-b3079b47144e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"しかし、OpenAI計画がHBM supplierにとってどれほど巨大かを理解するには十分だ。","quote_start":0,"quote_end":47,"text_sha256":"803b4606c8f78a80c3ee7211eb7831625be3418163bf036c50824f6276fecb4c","block_sha256":"803b4606c8f78a80c3ee7211eb7831625be3418163bf036c50824f6276fecb4c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_de9f33b0-a07c-488d-aac0-6627a2075e75"},{"id":"occ_852d1761cf9b56170c697c2e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_e3d5bbbd-85a0-4789-b16b-c6ef8b002080","section_id":"sec_57fb5a48-a7f1-4109-9e0b-79810b24a712","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBMから何TB/sのデータを演算器まで持ってこられるか**","quote_start":0,"quote_end":32,"text_sha256":"37f5560b92417e9737176b442925808cfad916f0b49fd16d12ec21fb3f23612a","block_sha256":"37f5560b92417e9737176b442925808cfad916f0b49fd16d12ec21fb3f23612a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_e3d5bbbd-85a0-4789-b16b-c6ef8b002080"},{"id":"occ_84da9073d109dfa55db74f93","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_e49bb09f-2ff8-415e-8c01-47bb61b94dd3","section_id":"sec_46194491-1973-42ac-a8bb-9a909645bccc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"これはHBMのlogic base die wafer、TSV/stacking/test yield、spareを含まないDRAM front-end wafer-equivalentなので、実際の投入wafe","quote_start":0,"quote_end":106,"text_sha256":"b4e5c67fc4f4efbab140aa44b9c9228373a729dfb0b61bd399ec4f86bac463a4","block_sha256":"b4e5c67fc4f4efbab140aa44b9c9228373a729dfb0b61bd399ec4f86bac463a4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_e49bb09f-2ff8-415e-8c01-47bb61b94dd3"},{"id":"occ_d5c2dfecffc253dfd8be827b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_e878fe94-91f4-439b-997f-df7b944d1a54","section_id":"sec_01c4b5c1-15c2-4312-8147-cb07f6975c3d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"単純に「HBM帯域÷FP4演算能力」を計算すると、","quote_start":0,"quote_end":25,"text_sha256":"16b0380866bcd1080614db1b040d4ec9e7850dbfffe4ff1868f61b39be77b3e2","block_sha256":"16b0380866bcd1080614db1b040d4ec9e7850dbfffe4ff1868f61b39be77b3e2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_e878fe94-91f4-439b-997f-df7b944d1a54"},{"id":"occ_fff01ad0c66fe398b8bfab0e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_e95c000e-13e0-4a66-afc3-7b1e3cd6ac9f","section_id":"sec_9c7417c8-15ac-4889-a70e-becea6d0ed08","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"SK hynixにとってJalapeñoのSamsung採用は相対的なリスクだが、HBM需要全体が拡大するなら絶対額では必ずしも悪材料にならない。","quote_start":0,"quote_end":73,"text_sha256":"d5f9cfce9b14a48fcd8bc7c83282cc5f7d33f24a50d5a2696286596c97e05283","block_sha256":"d5f9cfce9b14a48fcd8bc7c83282cc5f7d33f24a50d5a2696286596c97e05283","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_e95c000e-13e0-4a66-afc3-7b1e3cd6ac9f"},{"id":"occ_b086be16e953790c014a48cf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_ebdb2d87-d137-4a01-b6d9-1f2138dfdde1","section_id":"sec_178b6daf-8747-49ba-aa94-a9fd42c3ceef","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"**約1.1～1.2万枚のHBM DRAM wafer-equivalent**","quote_start":0,"quote_end":40,"text_sha256":"f5fda668798c37fcd4d428dc1f7a5249fdc760c8e92f8a7e99843ebf0a990ca2","block_sha256":"f5fda668798c37fcd4d428dc1f7a5249fdc760c8e92f8a7e99843ebf0a990ca2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_ebdb2d87-d137-4a01-b6d9-1f2138dfdde1"},{"id":"occ_03ee7a4e305c0075070995fa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_eca1730f-ea63-4011-8d2c-2fd154eb7dbf","section_id":"sec_9c7417c8-15ac-4889-a70e-becea6d0ed08","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"のHBM DRAM wafer-equivalentが必要になる。","quote_start":0,"quote_end":33,"text_sha256":"0ec52e08dee01fae6e7592be2fffe01a0be29f8f2b954f44428680c127cb9e81","block_sha256":"0ec52e08dee01fae6e7592be2fffe01a0be29f8f2b954f44428680c127cb9e81","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_eca1730f-ea63-4011-8d2c-2fd154eb7dbf"},{"id":"occ_6e03d4083918f1ef1cd401ef","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_ed93c75d-459a-4728-b115-3f021a0ab16a","section_id":"sec_f93fb24f-d4a0-4f4e-b791-ec427c32c624","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"「SK hynixにHBMで追いつく」","quote_start":0,"quote_end":19,"text_sha256":"ed6f7008fa2a2608c5a16cd60e32e4b4bd888e1ba237491060ae897542755cc4","block_sha256":"ed6f7008fa2a2608c5a16cd60e32e4b4bd888e1ba237491060ae897542755cc4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_ed93c75d-459a-4728-b115-3f021a0ab16a"},{"id":"occ_437572492ea7f86ed0376f50","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_ef35c1b2-821b-43ce-a8f0-b4639894fa15","section_id":"sec_d0408705-56a5-49af-ac74-4fda498ed035","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"**大容量HBM**  \n**巨大SRAM**  \n**CAE**  \n**Boardfly**","quote_start":0,"quote_end":48,"text_sha256":"4cc25e206c52f78c8d3dcfc5745c2aab0334f0706a35c286360db9624997c665","block_sha256":"4cc25e206c52f78c8d3dcfc5745c2aab0334f0706a35c286360db9624997c665","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_ef35c1b2-821b-43ce-a8f0-b4639894fa15"},{"id":"occ_5fb644e76def6d3eb0adf74d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_f0ea3284-a9e8-4090-be1f-b3228bbdd554","section_id":"sec_0a17111a-c997-4fe7-9473-59a409060566","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":20,"end":24,"exact":"HBM4","quote":"SamsungによるJalapeño向けHBM4供給もSemiAnalysisの「likely」という分析段階であり、Samsung独占供給を確認した公式発表は現時点ではない。","quote_start":0,"quote_end":88,"text_sha256":"772ee9846ebb9167fe1bb3997ff35cb63227d50cf86af0ba0824e8f6d9051223","block_sha256":"772ee9846ebb9167fe1bb3997ff35cb63227d50cf86af0ba0824e8f6d9051223","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_f0ea3284-a9e8-4090-be1f-b3228bbdd554"},{"id":"occ_47932d55577e856387b64ee6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_f1db12a5-3fb5-4b73-8300-30efbd1c7cc3","section_id":"sec_b662da1b-fd3e-4f09-95e1-7f64658595aa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM帯域そのものもRubinより小さい。","quote_start":0,"quote_end":21,"text_sha256":"ebd4be4d97f11172945bb380283ac9145c05b358f1ef5a4fe8efb60e43740eed","block_sha256":"ebd4be4d97f11172945bb380283ac9145c05b358f1ef5a4fe8efb60e43740eed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_f1db12a5-3fb5-4b73-8300-30efbd1c7cc3"},{"id":"occ_711b75a63c3919320c5d65dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76","block_id":"blk_ff120f2c-9ce2-4500-9af4-05b243993edc","section_id":"sec_f42ad92a-7d0d-4623-a0a4-fd5982c3d10e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":36,"end":40,"exact":"HBM4","quote":"そして1か月後の8月25日、SemiAnalysisがJalapeñoのHBM4を、","quote_start":0,"quote_end":42,"text_sha256":"f3d3b5e509d98d55b407e515db590574b9f78b0ffb7e6311c6ebab3d5db5c9a5","block_sha256":"f3d3b5e509d98d55b407e515db590574b9f78b0ffb7e6311c6ebab3d5db5c9a5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a165cefe-658c-456f-b164-71170f172e7c/#blk_ff120f2c-9ce2-4500-9af4-05b243993edc"},{"id":"occ_69560f733223c8274829a93f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a199924e-5c69-4344-bb57-0e0a36cda082","work_id":"wrk_025fb061-467f-4f76-974c-2b1ecbd5a160","block_id":"blk_49f41a43-8054-4ac6-8b38-d58fdf1be916","section_id":"sec_51be6fa5-f347-4eed-b9d7-24112d8788e3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"Google TPU 8tでは、TPUDirect RDMAによってTPUのHBMとNICの間でデータを直接転送する。","quote_start":0,"quote_end":59,"text_sha256":"41b3e939407cc425125f47c3a5a9500668f4b704e9e7a3136fc449e2f9dc0cb5","block_sha256":"41b3e939407cc425125f47c3a5a9500668f4b704e9e7a3136fc449e2f9dc0cb5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a199924e-5c69-4344-bb57-0e0a36cda082/#blk_49f41a43-8054-4ac6-8b38-d58fdf1be916"},{"id":"occ_876251462e8e80730c0efda1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a199924e-5c69-4344-bb57-0e0a36cda082","work_id":"wrk_025fb061-467f-4f76-974c-2b1ecbd5a160","block_id":"blk_5431d596-a668-4abd-a55f-66d86a64730d","section_id":"sec_68410278-c6fa-43da-8a9b-048fc5a49c9f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"```text\nGPU HBM\n＋ GPUDirect RDMA\n＋ ConnectX／BlueField\n＋ Spectrum-X／Quantum-X\n```","quote_start":0,"quote_end":80,"text_sha256":"5835f0ef7fadc3254e9ce19e5e712811c1d98c71c4fab525214512bb9b968458","block_sha256":"5835f0ef7fadc3254e9ce19e5e712811c1d98c71c4fab525214512bb9b968458","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a199924e-5c69-4344-bb57-0e0a36cda082/#blk_5431d596-a668-4abd-a55f-66d86a64730d"},{"id":"occ_de1c3714294d911d7672396d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a199924e-5c69-4344-bb57-0e0a36cda082","work_id":"wrk_025fb061-467f-4f76-974c-2b1ecbd5a160","block_id":"blk_57619ba7-c4ce-454c-bd09-1d013b698998","section_id":"sec_51be6fa5-f347-4eed-b9d7-24112d8788e3","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"```text\nTPU HBM\n   │\nTPUDirect RDMA\n   │\nNIC\n   │\nVirgo DCN\n```","quote_start":0,"quote_end":63,"text_sha256":"dde0cd8d605b945bf65cfdd45cfcf8920e1d2200b64d50cfd87ee53b84464fb9","block_sha256":"dde0cd8d605b945bf65cfdd45cfcf8920e1d2200b64d50cfd87ee53b84464fb9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a199924e-5c69-4344-bb57-0e0a36cda082/#blk_57619ba7-c4ce-454c-bd09-1d013b698998"},{"id":"occ_7b0d3cb2147617e90d6f3354","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a199924e-5c69-4344-bb57-0e0a36cda082","work_id":"wrk_025fb061-467f-4f76-974c-2b1ecbd5a160","block_id":"blk_7398379d-a0e0-415f-8885-874012490e85","section_id":"sec_ac408d7c-df7c-440a-8c30-85369dea340c","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"```text\nGPU HBM\n   │\nNVLink 6\n   │\nNVSwitch群\n   │\n72 GPUのNVL72ラック\n   │\nConnectX-9\n   │\nSpectrum-X／Quantum-X\n   │\n別の","quote_start":0,"quote_end":115,"text_sha256":"068ee4a0f145c8ff7ebdabd78d70ebfff30db8fd88eed0516e3df62bec074659","block_sha256":"068ee4a0f145c8ff7ebdabd78d70ebfff30db8fd88eed0516e3df62bec074659","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a199924e-5c69-4344-bb57-0e0a36cda082/#blk_7398379d-a0e0-415f-8885-874012490e85"},{"id":"occ_9b51b5e540eab9ad9d8feed3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a199924e-5c69-4344-bb57-0e0a36cda082","work_id":"wrk_025fb061-467f-4f76-974c-2b1ecbd5a160","block_id":"blk_a4ac5d36-1f5a-46dd-8f4b-fcc2f37b202b","section_id":"sec_51be6fa5-f347-4eed-b9d7-24112d8788e3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":64,"end":67,"exact":"HBM","quote":"トDRAMを迂回するため、余計なメモリコピーとCPU負荷を減らせる。Google公式資料はこの境界を「TPU HBMとNICの直接転送」と説明しているが、使用されるNIC ASICの詳細までは同資料で公開していない。([Google Cloud][3])","quote_start":9,"quote_end":136,"text_sha256":"c15e46db50e85f19c863acb17960f1208101d9c3985838919430ad8bcbb80588","block_sha256":"c15e46db50e85f19c863acb17960f1208101d9c3985838919430ad8bcbb80588","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a199924e-5c69-4344-bb57-0e0a36cda082/#blk_a4ac5d36-1f5a-46dd-8f4b-fcc2f37b202b"},{"id":"occ_3eb6111cb0adf452097263c4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a199924e-5c69-4344-bb57-0e0a36cda082","work_id":"wrk_025fb061-467f-4f76-974c-2b1ecbd5a160","block_id":"blk_c404511b-c832-44fb-a96b-6266cb091ad6","section_id":"sec_1178f436-bcfa-49e7-9e3f-46d8e0c048de","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"NVIDIAでは、GPU HBMからラック外へ出る境界にConnectX-9 SuperNICがある。","quote_start":0,"quote_end":51,"text_sha256":"351645de9c9303c49ae0215095dcb9381184c7d2502ee421526b7753be56ce8b","block_sha256":"351645de9c9303c49ae0215095dcb9381184c7d2502ee421526b7753be56ce8b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a199924e-5c69-4344-bb57-0e0a36cda082/#blk_c404511b-c832-44fb-a96b-6266cb091ad6"},{"id":"occ_47da2e0733b53ee9a5510ee3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a199924e-5c69-4344-bb57-0e0a36cda082","work_id":"wrk_025fb061-467f-4f76-974c-2b1ecbd5a160","block_id":"blk_ca4709d3-a9d3-4818-9109-9097b3e4ae4a","section_id":"sec_68410278-c6fa-43da-8a9b-048fc5a49c9f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"```text\nTPU HBM\n＋ TPUDirect RDMA\n＋ NIC\n＋ Virgo Multi-Plane\n＋ XLA／Pathways\n```","quote_start":0,"quote_end":77,"text_sha256":"ed60ae4f3fdbfcd70ca7bf5433865d19de75f687559e14accf051563588da831","block_sha256":"ed60ae4f3fdbfcd70ca7bf5433865d19de75f687559e14accf051563588da831","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a199924e-5c69-4344-bb57-0e0a36cda082/#blk_ca4709d3-a9d3-4818-9109-9097b3e4ae4a"},{"id":"occ_9bd52bf0a641204849b63aee","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a199924e-5c69-4344-bb57-0e0a36cda082","work_id":"wrk_025fb061-467f-4f76-974c-2b1ecbd5a160","block_id":"blk_dca724bf-5b1d-4555-836d-f36fb8fdda9e","section_id":"sec_1178f436-bcfa-49e7-9e3f-46d8e0c048de","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"```text\nGPU HBM\n   │\nGPUDirect RDMA\n   │\nConnectX-9\n   │\nSpectrum-X／Quantum-X\n```","quote_start":0,"quote_end":81,"text_sha256":"d780e26c01a99ef4d4f03a984b3e31717ef003ee90567c2e4e2c20058e737027","block_sha256":"d780e26c01a99ef4d4f03a984b3e31717ef003ee90567c2e4e2c20058e737027","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a199924e-5c69-4344-bb57-0e0a36cda082/#blk_dca724bf-5b1d-4555-836d-f36fb8fdda9e"},{"id":"occ_1c0e821d6b720e449a72adbc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":10,"end":13,"exact":"HBM","quote":"NAND・DRAM・HBMの違いから始める、AI時代のメモリー入門","quote_start":0,"quote_end":33,"text_sha256":"2b7e1827f6436f5c366ae5582360dd8dbef10c54fcf17a314ce00d2085ec2497","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/"},{"id":"occ_556d5967e6bf7eaf970085f0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_0c29a26a-793c-42b7-86ca-863fe92fcd4d","section_id":"sec_3e0fe865-2b90-4ccd-a4de-0deb5127350f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"AI時代のメモリー問題は、単純な容量不足ではない。すべてのデータをHBMへ置けば速いが、価格と供給量が追いつかない。すべてをNANDへ置けば大容量だが、演算器が待たされる。","quote_start":0,"quote_end":86,"text_sha256":"2c7cb479570bd8d3ed5c4b8536b60e207be684684fa10ba4e83a13daf0737ec9","block_sha256":"2c7cb479570bd8d3ed5c4b8536b60e207be684684fa10ba4e83a13daf0737ec9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_0c29a26a-793c-42b7-86ca-863fe92fcd4d"},{"id":"occ_ea1e5d2a910f14c8a4df5267","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_0fc84597-a8dc-4f42-a571-0f6348888306","section_id":"sec_1de5eeff-df55-485d-9c5a-d148ebf6d49b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMほど低遅延、高帯域ではないが、HBMより大容量化しやすく、NANDなので不揮発で、DRAMより待機電力を抑えやすく、重みや使用頻度の低いデータを置ける可能性がある。","quote_start":0,"quote_end":85,"text_sha256":"9a48f20cfebc0edf942cb3f20a2f9773fb788a9320822da2d1341ea73c127fda","block_sha256":"9a48f20cfebc0edf942cb3f20a2f9773fb788a9320822da2d1341ea73c127fda","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_0fc84597-a8dc-4f42-a571-0f6348888306"},{"id":"occ_eefbba62c9d05046219eaac4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_1c73daaa-d0e4-45b7-a25b-0aa703fb39f0","section_id":"sec_cd9a08d8-72d1-4d50-968c-c9f048a2212c","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":57,"end":60,"exact":"HBM","quote":"会話、AIエージェント、コーディング支援、企業内文書検索が増えると、KVキャッシュは非常に大きくなる。すべてをHBMに置けば高速だが、HBMは高価で容量も限られる。すべてを通常ストレージへ置けば、読み戻すまでに時間がかかり、GPUが待機する。","quote_start":2,"quote_end":123,"text_sha256":"20860f8f0f3957572a7fb53ab98368a0d75c748e1dda1031faf3d2d0f81f787f","block_sha256":"20860f8f0f3957572a7fb53ab98368a0d75c748e1dda1031faf3d2d0f81f787f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_1c73daaa-d0e4-45b7-a25b-0aa703fb39f0"},{"id":"occ_da3fda49e95960247237a718","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_24e6a3ef-0a92-4806-b7a9-1438c3c4a30d","section_id":"sec_23f9ab68-383d-471a-a826-85b355089889","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":51,"end":54,"exact":"HBM","quote":"SamsungはNAND、DRAM、SSDコントローラーを自社で持つ垂直統合が強い。SK hynixはHBMとサーバーDRAM、Solidigmは大容量QLC SSDに強い。MicronはDRAM、HBM、NAND、SSDを一体で供給できる。KioxiaとSanDiskは、TLC、QLC、XL-FLASH、","quote_start":0,"quote_end":154,"text_sha256":"3752ec886552403046580f3794c1fc11e97f4a39c0f14d8f7b0c7849a2f49b56","block_sha256":"3752ec886552403046580f3794c1fc11e97f4a39c0f14d8f7b0c7849a2f49b56","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_24e6a3ef-0a92-4806-b7a9-1438c3c4a30d"},{"id":"occ_81fa3ad86fedd1080f619ea8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_26d4ced6-3806-475e-805b-acad350be401","section_id":"sec_eff0e568-be37-47e2-b372-52259b87dc85","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"人々はHBMを求め、DRAMを奪い合い、NANDを積み、HDDへ流し、磁気テープへ沈める。速さだけでは足りず、容量だけでも足りない。近さと遠さ、熱と電力、価格と遅延のすべてが、ひとつの呼吸になる。","quote_start":0,"quote_end":98,"text_sha256":"2e8ec02bc6671a53d0fc943589c95037fd3946af3e964c74abc9dea452b09c8e","block_sha256":"2e8ec02bc6671a53d0fc943589c95037fd3946af3e964c74abc9dea452b09c8e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_26d4ced6-3806-475e-805b-acad350be401"},{"id":"occ_6871820fac0b2e1581507e72","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_3e79bc65-eb69-4b17-ab51-c10323ef5152","section_id":"sec_0b58c037-c81b-4a1b-b35b-a14aa5bfd960","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"現在のメモリー市場で最も重要なのは製品ミックスである。メーカーが利益率の高いHBM、サーバーDRAM、QLC eSSD、車載、産業用製品へ能力を振り向けると、PC、スマートフォン、民生機器向け製品が不足する。市場全体のウェハー能力が変わらなくても、製品別には深刻な不足が起こる。","quote_start":0,"quote_end":139,"text_sha256":"5eec20c074f8021a2ebd0d5fd58ec6802e0740d00a00680ae2056a0481bbeab6","block_sha256":"5eec20c074f8021a2ebd0d5fd58ec6802e0740d00a00680ae2056a0481bbeab6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_3e79bc65-eb69-4b17-ab51-c10323ef5152"},{"id":"occ_262db9ad11274b46205a7127","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_485a7d70-f34f-4bad-8a89-0fa83835c82c","section_id":"sec_c5eda798-9d77-42f8-aeaf-62c8054dc7b2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"つまりHBMは高価格で利益率も高いが、**通常DRAMの供給能力を大きく消費する製品**でもある。","quote_start":0,"quote_end":49,"text_sha256":"64fdabb587eee6d4a72a37a353a07dbd39b4dcd13f845d71b2a5c1578daf7afe","block_sha256":"64fdabb587eee6d4a72a37a353a07dbd39b4dcd13f845d71b2a5c1578daf7afe","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_485a7d70-f34f-4bad-8a89-0fa83835c82c"},{"id":"occ_ca97a63ccbd4060e7158cfcd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_599c8c71-50c1-4857-8557-60ae0903cb60","section_id":"sec_da91ec28-49ef-4541-a7b0-adcc4bcd7950","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":132,"end":135,"exact":"HBM","quote":"R | スマートフォン、ノートPC、省電力AIサーバー |\n| GDDR | GPU、グラフィックス |\n| HBM | AIアクセラレーター、HPC |","quote_start":77,"quote_end":154,"text_sha256":"6bf4f8e1d57a5b20349a3a0cd2ebaaa13c7ce230f319e516dac90cb41ae4e244","block_sha256":"6bf4f8e1d57a5b20349a3a0cd2ebaaa13c7ce230f319e516dac90cb41ae4e244","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_599c8c71-50c1-4857-8557-60ae0903cb60"},{"id":"occ_01e026d3eae41b0fc4e1a457","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_5a36711c-c29b-4c3e-9ff7-40ddf8c3f6a1","section_id":"sec_c28387d1-4fe7-4d54-9fa5-72a0ba849813","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはHigh Bandwidth Memoryの略で、DRAMダイを縦に積み重ね、GPUやAI ASICの近くに置くメモリーである。","quote_start":0,"quote_end":68,"text_sha256":"626e27d039cb45b6f94b87d2f2e40d7fad7d62070944e14b7d11d99ef2147326","block_sha256":"626e27d039cb45b6f94b87d2f2e40d7fad7d62070944e14b7d11d99ef2147326","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_5a36711c-c29b-4c3e-9ff7-40ddf8c3f6a1"},{"id":"occ_4ebe1c6b7ffa8bbb1799dd1e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_5dfa7ec8-fa13-46d2-80e6-4bf44eec1273","section_id":"sec_c5eda798-9d77-42f8-aeaf-62c8054dc7b2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 9. HBMが普通のDRAMまで不足させる理由","quote_start":0,"quote_end":26,"text_sha256":"7da95aaf959ee7d1120bbb8050903b55522e1c611ab81d332f7d72f978f6790c","block_sha256":"7da95aaf959ee7d1120bbb8050903b55522e1c611ab81d332f7d72f978f6790c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_5dfa7ec8-fa13-46d2-80e6-4bf44eec1273"},{"id":"occ_4f427391ded7d4279b6a3e1b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_60f865e3-2d7c-462f-a716-7cccc9a39bdc","section_id":"sec_e6012d4e-200f-4ead-b724-1d93ca58546e","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"AIは今、その全部を必要としています。演算器のすぐ近くにはSRAMが必要で、GPUの横にはHBMが必要で、CPU側にはDRAMが必要で、RAGやKVキャッシュにはSSDが必要で、長期保存にはHDDやテープが必要になる。","quote_start":0,"quote_end":109,"text_sha256":"5e80a103b2bf016075b3f90e3efaf3b783d2175e9d953a64927934a0f02d8cab","block_sha256":"5e80a103b2bf016075b3f90e3efaf3b783d2175e9d953a64927934a0f02d8cab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_60f865e3-2d7c-462f-a716-7cccc9a39bdc"},{"id":"occ_204136ecf7bd1c666b9bad8b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_64932a95-47db-4266-9df8-6c4afda48be2","section_id":"sec_c28387d1-4fe7-4d54-9fa5-72a0ba849813","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM3E"],"evidence":{"text_basis":"markdown","start":17,"end":22,"exact":"HBM3E","quote":"SemiAnalysisによると、HBM3EではAIアクセラレーターとHBMの間に1000本以上の信号線が必要となり、一般的な基板ではなく、2.5Dパッケージが必要になる。([SemiAnalysis][1])","quote_start":0,"quote_end":105,"text_sha256":"76e73a54c0f7face5dbe40fc4bae630ae750b1a098c4b92f07777fdfa97fc6cc","block_sha256":"76e73a54c0f7face5dbe40fc4bae630ae750b1a098c4b92f07777fdfa97fc6cc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_64932a95-47db-4266-9df8-6c4afda48be2"},{"id":"occ_6c6f71231333784fbb3d2bc5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_64f6442f-f976-41d4-9d2d-1ec762317dee","section_id":"sec_e6012d4e-200f-4ead-b724-1d93ca58546e","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"メモリーの話は、最初は言葉が多くて少し怖いです。HBM、DRAM、NAND、SRAM、CXL、HBF、XL-FLASH。けれど、中心にある考え方はとても素直です。","quote_start":0,"quote_end":81,"text_sha256":"82ca03c8fe2f5d494a989c5e1a788e6abcc9c09aa6d29e411821bb2a71c32818","block_sha256":"82ca03c8fe2f5d494a989c5e1a788e6abcc9c09aa6d29e411821bb2a71c32818","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_64f6442f-f976-41d4-9d2d-1ec762317dee"},{"id":"occ_226680629fd24a444718d615","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_66b1eaae-09ff-4013-a251-5448f6b16add","section_id":"sec_c28387d1-4fe7-4d54-9fa5-72a0ba849813","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"一般的なDDRは、比較的狭いデータ線を高い速度で動かす。一方HBMは、1000本を超えるような非常に広い配線を使い、一度に大量のデータを運ぶ。そのため、AIモデルの重み、活性値、KVキャッシュ、学習中の中間データをGPUへ高速に供給できる。","quote_start":0,"quote_end":120,"text_sha256":"3e6561d7721372dcdd2f7ffe7d6599e64544d33199eb7751f1b352de4af31320","block_sha256":"3e6561d7721372dcdd2f7ffe7d6599e64544d33199eb7751f1b352de4af31320","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_66b1eaae-09ff-4013-a251-5448f6b16add"},{"id":"occ_696fdd43db55173703ac6d38","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_6c9019be-6606-4f90-b237-986b69fb6179","section_id":"sec_39cf1830-0b21-48de-b81d-ece79b7f73f1","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"```text\n最も頻繁に使うデータ\n  → SRAM\n\n現在計算しているモデル / KV\n  → HBM\n\n一時退避 / CPU作業領域\n  → DRAM\n\n近いうちに再利用するデータ\n  → XL-FLASH / TLC SSD / CMX\n\n大量のモデル、RAG、Warm KV\n  → QLC SS","quote_start":0,"quote_end":153,"text_sha256":"87c34e9f836f633c70e5ef26a9005020fc73dc03497606e5baec5a3e91d64c6a","block_sha256":"87c34e9f836f633c70e5ef26a9005020fc73dc03497606e5baec5a3e91d64c6a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_6c9019be-6606-4f90-b237-986b69fb6179"},{"id":"occ_81759a45f5765cb8050b328f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_75049462-3fbd-4ac9-aaaa-27c025379903","section_id":"sec_c5eda798-9d77-42f8-aeaf-62c8054dc7b2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMとDDR5は完全に同じ製品ではないが、上流ではDRAMウェハー、生産設備、人員、材料の一部を共有する。","quote_start":0,"quote_end":54,"text_sha256":"93eba39af7afa28a87cb3c13be1f2555cf90d2f030fca83aabc12c338bb3b8ad","block_sha256":"93eba39af7afa28a87cb3c13be1f2555cf90d2f030fca83aabc12c338bb3b8ad","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_75049462-3fbd-4ac9-aaaa-27c025379903"},{"id":"occ_3ac78a184986bcecaa5aae7b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_7812fee4-d8de-4215-a1b6-bf3d7679c16c","section_id":"sec_3e0fe865-2b90-4ccd-a4de-0deb5127350f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":143,"end":146,"exact":"HBM","quote":"msung Foundry、Intel Foundry、EDA、テスト、接合装置 |\n| 作業用メモリー | HBM、DDR5、RDIMM、LPDDR、CXLメモリー | Samsung、SK hynix、Micron |\n| 半導体ストレージ | TLC、QLC、XL-FLASH、eSSD、HBF | Samsu","quote_start":88,"quote_end":246,"text_sha256":"101c030b7dad26f4981ae4f04d9fa87c13422dc8ade9168b309bae786711dabb","block_sha256":"101c030b7dad26f4981ae4f04d9fa87c13422dc8ade9168b309bae786711dabb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_7812fee4-d8de-4215-a1b6-bf3d7679c16c"},{"id":"occ_0ce3a2c998158ec600e91e9e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_7831354a-c207-4e47-87b2-e946ccb85dff","section_id":"sec_1de5eeff-df55-485d-9c5a-d148ebf6d49b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":111,"end":114,"exact":"HBM","quote":"年後半のサンプル出荷と、2027年初めの推論デバイスの試作を目標としている。したがって、HBFは有望だが、まだHBMやSSDのような量産市場にはなっていない。([KIOXIA][7])","quote_start":56,"quote_end":148,"text_sha256":"c418371bed321314ec6baa0ba3acca071b96f1f68abf1d8a80b427a136ded83e","block_sha256":"c418371bed321314ec6baa0ba3acca071b96f1f68abf1d8a80b427a136ded83e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_7831354a-c207-4e47-87b2-e946ccb85dff"},{"id":"occ_ecd7df63edd841b3781c04ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_86fae00e-6978-4d4f-8e1b-19d8d668ba25","section_id":"sec_82cc9a58-8a6c-4a2a-b3fc-2f89c642aebe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":"SICは、特定の推論、学習、画像処理、エッジ処理などに最適化される。レジスタ、ローカルSRAM、共有SRAM、HBM、DDR、LPDDRの配分は、製品の用途に合わせて変わる。","quote_start":4,"quote_end":91,"text_sha256":"31ffd537ed1181cad5733afe144570a6f75fc893718e8c60b6bdf0a830f02fbb","block_sha256":"31ffd537ed1181cad5733afe144570a6f75fc893718e8c60b6bdf0a830f02fbb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_86fae00e-6978-4d4f-8e1b-19d8d668ba25"},{"id":"occ_b03ec3add86ef65b396a0905","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_8c40552a-05c5-467b-8bfe-85185728fbfe","section_id":"sec_4dccfbcb-dbea-4414-80dc-64144a649663","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":99,"end":102,"exact":"HBM","quote":"タ | 手に持っている数字 | 演算直前のデータ |\n| SRAM | 机の上 | 頻繁に使うデータ |\n| HBM / DRAM | 机の引き出し | 作業中のモデルやデータ |\n| NAND / SSD | 書類棚 | 後で使うデータ |\n| HDD | 倉庫 | 大量の保存データ |\n| 磁気テープ | 遠隔","quote_start":44,"quote_end":202,"text_sha256":"e90a490d79e5501fa2d7912e087c1e765fcf93e1603da21b6dd7a440d53b1e11","block_sha256":"e90a490d79e5501fa2d7912e087c1e765fcf93e1603da21b6dd7a440d53b1e11","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_8c40552a-05c5-467b-8bfe-85185728fbfe"},{"id":"occ_7e4ba9e8092f5d24a0a776d4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_9e9b49f1-9153-47a2-91be-799ad9ca9dda","section_id":"sec_0b58c037-c81b-4a1b-b35b-a14aa5bfd960","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":167,"end":170,"exact":"HBM","quote":"bit出荷したか |\n| 在庫 | メーカー、顧客、流通の在庫水準 |\n| ウェハー投入量 | 新工場、減産、HBM / DDR / LPDDRへの配分 |\n| 世代移行と歩留まり | 新工程が名目能力通りに出荷できるか |\n| 製品ミックス | HBM、サーバーDRAM、QLC eSSD、車載など高付加価値品への","quote_start":112,"quote_end":270,"text_sha256":"8b846514a0749d4ba03d05f1ea9d4435df3bfa0cb49db82d8dbb69f4e36a1902","block_sha256":"8b846514a0749d4ba03d05f1ea9d4435df3bfa0cb49db82d8dbb69f4e36a1902","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_9e9b49f1-9153-47a2-91be-799ad9ca9dda"},{"id":"occ_ad4916689fbb1229625747d2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_a341c323-489e-486e-b541-957fa62385e8","section_id":"sec_16b0f621-9260-4771-872d-c99443339219","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"# NAND・DRAM・HBMの違いから始める、AI時代のメモリー入門","quote_start":0,"quote_end":35,"text_sha256":"581ec901835414acdfde323246efc8c1dc4556e6ddc3655c427d460b422f046e","block_sha256":"581ec901835414acdfde323246efc8c1dc4556e6ddc3655c427d460b422f046e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_a341c323-489e-486e-b541-957fa62385e8"},{"id":"occ_25252d03d976c6b3f4169453","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_a6fbd685-529d-42ef-ab97-288b68005707","section_id":"sec_cf1cc892-ee8e-4553-9ff2-b591c1a706c7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":144,"end":147,"exact":"HBM","quote":"iAnalysisは、SRAMを「非常に高速だが低密度」、DDR DRAMを「高密度で安価だが帯域が小さい」、HBMをその中間でAI向けに適したメモリーと整理している。([SemiAnalysis][1])","quote_start":89,"quote_end":192,"text_sha256":"b926f94769b34142f125834671ad0810e6665acd49865de4bfe9ed9b4b561f29","block_sha256":"b926f94769b34142f125834671ad0810e6665acd49865de4bfe9ed9b4b561f29","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_a6fbd685-529d-42ef-ab97-288b68005707"},{"id":"occ_2547ed35038437af91544aac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_a956023d-e8df-4cad-bcf9-9718c4e71a2d","section_id":"sec_c5eda798-9d77-42f8-aeaf-62c8054dc7b2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"しかもHBMは、ダイ面積が大きく、積層に使える良品ダイが必要で、冗長性を持たせ、高い歩留まりを要求される。そのため、同じウェハー量を使っても、通常DRAMほど多くのビットを出荷できない。","quote_start":0,"quote_end":93,"text_sha256":"75b61e378128170a31f7cadc0b3ede67ab62c2bb3996aa37cbebfa10256c82d9","block_sha256":"75b61e378128170a31f7cadc0b3ede67ab62c2bb3996aa37cbebfa10256c82d9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_a956023d-e8df-4cad-bcf9-9718c4e71a2d"},{"id":"occ_a9d564af5a220d49a2facf0b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_bae36042-206f-4e7f-ae31-00fd29519daf","section_id":"sec_cd9a08d8-72d1-4d50-968c-c9f048a2212c","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":51,"end":54,"exact":"HBM","quote":"| 階層 | 保存場所 | データ |\n| --- | --- | --- |\n| G1 | GPU HBM | 現在使っているActive KV |\n| G2 | システムDRAM | HBMから退避したKV |\n| G3 | ローカルSSD | 近いうちに再利用するKV |\n| G3.5 | 共有フラッ","quote_start":0,"quote_end":154,"text_sha256":"5970203bc7e12bf298619b99b883315b3b316c1ad5a6360e35ae5b2cc59a719a","block_sha256":"5970203bc7e12bf298619b99b883315b3b316c1ad5a6360e35ae5b2cc59a719a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_bae36042-206f-4e7f-ae31-00fd29519daf"},{"id":"occ_263984cff6214194b5cba8eb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_c296eba9-4167-4bc3-8a2a-acdaf2c9021e","section_id":"sec_39cf1830-0b21-48de-b81d-ece79b7f73f1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"この階層を理解すると、メモリー関連ニュースの見え方が変わる。HBM不足、DRAM高騰、QLC SSD拡大、HDD需要、CXL、HBF、XL-FLASHは別々の現象ではない。AIが扱うデータ量が、単一のメモリーだけでは処理できない大きさになり、記憶装置の全階層が同時に","quote_start":0,"quote_end":133,"text_sha256":"47a12598985267190850d7d89cd2514f5247815501975dea8f517f1a74dd14fc","block_sha256":"47a12598985267190850d7d89cd2514f5247815501975dea8f517f1a74dd14fc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_c296eba9-4167-4bc3-8a2a-acdaf2c9021e"},{"id":"occ_c5e617b3119e8891c6bbe28a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_c75106c5-c1b6-4d8b-9cb2-fadd62d323bf","section_id":"sec_c28387d1-4fe7-4d54-9fa5-72a0ba849813","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 7. HBMとは何か","quote_start":0,"quote_end":13,"text_sha256":"114c208fdae9f5e2b3957e64ada634bdee7eb6a5d3634e7ca34fddbfb32018bf","block_sha256":"114c208fdae9f5e2b3957e64ada634bdee7eb6a5d3634e7ca34fddbfb32018bf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_c75106c5-c1b6-4d8b-9cb2-fadd62d323bf"},{"id":"occ_4cd933694960505b50191bdf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_c83dcc69-4301-4caa-8fd2-9f7e4fb65f7c","section_id":"sec_c28387d1-4fe7-4d54-9fa5-72a0ba849813","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"ただしHBMは、DRAMダイを作るだけでは完成しない。","quote_start":0,"quote_end":27,"text_sha256":"6bb4e2e0f4352a6d9348d937f98d738b8825bd9e66cc8f73929ff09bd407a1b2","block_sha256":"6bb4e2e0f4352a6d9348d937f98d738b8825bd9e66cc8f73929ff09bd407a1b2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_c83dcc69-4301-4caa-8fd2-9f7e4fb65f7c"},{"id":"occ_b8ea3349aae465b5b320b11a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_d0540b2d-2c31-48af-9a9a-95b2e0701d84","section_id":"sec_0cbfdb8e-e3e7-4975-a447-2b77624523a5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"SRAMが増えると、演算器は同じ重みや中間データを何度もHBMから読み直さずに済む。したがって、必要なDRAM容量そのものよりも、必要なDRAM帯域やアクセス回数を減らせる。","quote_start":0,"quote_end":87,"text_sha256":"29627c4c14a130d260385c07f489274215a9c1754f45f539fc2c3673f1fae289","block_sha256":"29627c4c14a130d260385c07f489274215a9c1754f45f539fc2c3673f1fae289","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_d0540b2d-2c31-48af-9a9a-95b2e0701d84"},{"id":"occ_d92f9f17af5fc8ade0cd07a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_d176e460-8eb4-4546-b02f-20ba634aacec","section_id":"sec_0cbfdb8e-e3e7-4975-a447-2b77624523a5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":76,"end":79,"exact":"HBM","quote":"は、面積と価格の問題から現実的ではない。代わりに行われるのは、**頻繁に使うデータをSRAMに残し、DRAMやHBMへアクセスする回数を減らす**という設計である。","quote_start":21,"quote_end":103,"text_sha256":"5bd15f2441ded92b43e5683de078dc98002e9cbd7650ca5ae9aef34b69194aef","block_sha256":"5bd15f2441ded92b43e5683de078dc98002e9cbd7650ca5ae9aef34b69194aef","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_d176e460-8eb4-4546-b02f-20ba634aacec"},{"id":"occ_44ae9c4e2a6d407827ad332b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_d235a01e-12dc-472e-9189-6eb836273d8e","section_id":"sec_c5eda798-9d77-42f8-aeaf-62c8054dc7b2","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"TrendForceは、主要3社のHBM向けウェハー投入比率が、2026年末にDRAM全体の約22％へ達する一方、得られるHBMビットは全DRAMビットの約9％にとどまると予測している。2027年にはウェハー投入の約30％を使いながら、ビッ","quote_start":0,"quote_end":120,"text_sha256":"714c888c2ac34805a0d67af903bf84089d2a44825af387ecdcc04a1fb8c6be60","block_sha256":"714c888c2ac34805a0d67af903bf84089d2a44825af387ecdcc04a1fb8c6be60","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_d235a01e-12dc-472e-9189-6eb836273d8e"},{"id":"occ_f61cc8b43a0d9f7d1a9383d1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_d602eb55-0315-4251-98eb-9d465ec65b5e","section_id":"sec_20b2a51f-02fe-4d09-b45e-a79c80c4309d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"この原則を理解すれば、なぜAI向けHBMが不足すると普通のDRAMまで値上がりするのか、なぜNANDメーカーがAIデータセンター向けSSDへ生産を寄せるのか、なぜ最近SRAMの重要性が急に語られ始めたのかが見えてくる。","quote_start":0,"quote_end":109,"text_sha256":"7c8555ccd1f62f2e264bfc2f393a63b5fec86575afe31cb5e7d4e0a85ba266c2","block_sha256":"7c8555ccd1f62f2e264bfc2f393a63b5fec86575afe31cb5e7d4e0a85ba266c2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_d602eb55-0315-4251-98eb-9d465ec65b5e"},{"id":"occ_1be6736b88a8f51e3c34b81b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_d805aeba-d44a-48fe-b491-3e7ccbdf1cac","section_id":"sec_c28387d1-4fe7-4d54-9fa5-72a0ba849813","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"| HBMに必要な要素 | 役割 |\n| --- | --- |\n| 複数のDRAMダイ | 容量を積み上げる |\n| TSV | ダイ同士を縦に接続する |\n| ロジックベースダイ | 制御と接続を担う |\n","quote_start":0,"quote_end":105,"text_sha256":"cc07c6262eee8f656b32303c0579dbbb187e71a9661ca4597c1c83eef433f3ac","block_sha256":"cc07c6262eee8f656b32303c0579dbbb187e71a9661ca4597c1c83eef433f3ac","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_d805aeba-d44a-48fe-b491-3e7ccbdf1cac"},{"id":"occ_3c8c183fda28a50846e51574","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_da5ffef9-f938-4641-b1c1-f5ba515c7ca0","section_id":"sec_210e9ac8-783e-4928-aa8c-ff7d356540b1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"**絶ノイア:** メモリー入門で一番大事なのは、HBMとNANDを競合として見ないことですね。","quote_start":0,"quote_end":48,"text_sha256":"7b49484259cd63089bdd7f1ae13beeaee4f0c361abc5cb6bdd730b03acc0d856","block_sha256":"7b49484259cd63089bdd7f1ae13beeaee4f0c361abc5cb6bdd730b03acc0d856","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_da5ffef9-f938-4641-b1c1-f5ba515c7ca0"},{"id":"occ_b2f5b51e3e455ff17f877555","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_e240cf27-61df-4a33-bcf2-2caa242cdcd0","section_id":"sec_20b2a51f-02fe-4d09-b45e-a79c80c4309d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"AI半導体のニュースを追い始めると、HBM、DRAM、NAND、SRAM、QLC SSD、CXL、HBF、XL-FLASHといった言葉が一度に出てくる。","quote_start":0,"quote_end":76,"text_sha256":"60b05c2a16cab0ce4aead09757cdec46a034955592fb81eda9b347a5ac9b71f2","block_sha256":"60b05c2a16cab0ce4aead09757cdec46a034955592fb81eda9b347a5ac9b71f2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_e240cf27-61df-4a33-bcf2-2caa242cdcd0"},{"id":"occ_a0a66d5f6745884d5c73c97c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_e465bd94-2d77-4050-91b5-752a5bbeea75","section_id":"sec_4008401a-ec43-44af-b44c-ecd02b946a7b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"| 階層 | 需要 |\n| --- | --- |\n| HBM | GPU、AI ASIC |\n| RDIMM / DDR5 | AIサーバー、一般サーバー |\n| LPDDR | 省電力AIサーバー |\n| SRAM | AIチップ内部 |\n| TLC SSD","quote_start":0,"quote_end":131,"text_sha256":"19914ee49912f56e95bdfcb01c13f3713f4834a8d97278c16b484c94d02c6520","block_sha256":"19914ee49912f56e95bdfcb01c13f3713f4834a8d97278c16b484c94d02c6520","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_e465bd94-2d77-4050-91b5-752a5bbeea75"},{"id":"occ_a4ee0f163b190395b7d60a7d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_e8ba733a-bc4a-4998-a06f-4df9f4a4cb85","section_id":"sec_82cc9a58-8a6c-4a2a-b3fc-2f89c642aebe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"GPUは、大量の演算器を並べ、行列演算やAI学習、推論を高並列に処理する。外部メモリーにはHBMやGDDRが使われ、帯域を重視する。","quote_start":0,"quote_end":66,"text_sha256":"5841cd0de1c81345c4c80fcb68b0f2a59491a5eabcbe8122249d1273c0c5eb0d","block_sha256":"5841cd0de1c81345c4c80fcb68b0f2a59491a5eabcbe8122249d1273c0c5eb0d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_e8ba733a-bc4a-4998-a06f-4df9f4a4cb85"},{"id":"occ_afe99cd6614818c82405b45a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_ec78e7c2-9683-4cdd-a5fc-3417e220a3dd","section_id":"sec_20b2a51f-02fe-4d09-b45e-a79c80c4309d","layer":"caption","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"![レジスタ、SRAM、DRAM、HBMの位置関係](media/e1fdc500d675c92a3d4d19b7822b9b09cc81ff8493c4c23ae91070695eb806dd.png)","quote_start":0,"quote_end":102,"text_sha256":"ee34f5f070662390b10f9d49ae3b854ecb02daf38a12a47a7043534d70c33a05","block_sha256":"ee34f5f070662390b10f9d49ae3b854ecb02daf38a12a47a7043534d70c33a05","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_ec78e7c2-9683-4cdd-a5fc-3417e220a3dd"},{"id":"occ_58fcd8f09922566354f281ba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_f3996b47-6d85-40fc-918d-506c52cbaac9","section_id":"sec_c5eda798-9d77-42f8-aeaf-62c8054dc7b2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"その結果、HBMを増やすと、DDR5、サーバー用RDIMM、LPDDR、GDDR、SSD内部用DRAMの供給が相対的に減りやすくなる。","quote_start":0,"quote_end":67,"text_sha256":"00f20c4a705d98bb4b4ab57601e45ae9295b34dd0a33c40ddea0689d4297398c","block_sha256":"00f20c4a705d98bb4b4ab57601e45ae9295b34dd0a33c40ddea0689d4297398c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_f3996b47-6d85-40fc-918d-506c52cbaac9"},{"id":"occ_20a335f3bf9504fe485b82b8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697","block_id":"blk_f70bcfaa-2a8d-48b4-aacc-837531af8031","section_id":"sec_da91ec28-49ef-4541-a7b0-adcc4bcd7950","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"重要なのは、**HBMもDRAMの一種**だということである。","quote_start":0,"quote_end":31,"text_sha256":"da2e12727134e6b9618245655c6edaba26a25ca4ef507ba6f45e11ab67a5bccb","block_sha256":"da2e12727134e6b9618245655c6edaba26a25ca4ef507ba6f45e11ab67a5bccb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96/#blk_f70bcfaa-2a8d-48b4-aacc-837531af8031"},{"id":"occ_0c17c3183a12c3dcd5a95238","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":9,"end":12,"exact":"HBM","quote":"XBMとは何か――HBMを「メモリ・チップレット」へ作り替えるIntelの構想","quote_start":0,"quote_end":39,"text_sha256":"62ddac5f0491ead4c2015a06caa7978cfa3917b742bcf103bb0f7811ad5c81ec","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/"},{"id":"occ_4d42d53cb6a77c976096ce8e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_084b28c1-de9e-424a-9712-4a6bd89a3c45","section_id":"sec_04e9e996-385a-46e2-a769-0ea2da7da574","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの次に問題になるのは、DRAMセルではなくパッケージである","quote_start":0,"quote_end":32,"text_sha256":"528f9a419c5ee5ffd84adfe9cd425ed66e143d0305143a32ba40ff9bd2eed76f","block_sha256":"528f9a419c5ee5ffd84adfe9cd425ed66e143d0305143a32ba40ff9bd2eed76f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_084b28c1-de9e-424a-9712-4a6bd89a3c45"},{"id":"occ_f1cb05d357c226c24df028a2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_08954dde-da71-4d89-9bd8-de391a128489","section_id":"sec_04e9e996-385a-46e2-a769-0ea2da7da574","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"現在の代表的なHBM構造","quote_start":0,"quote_end":12,"text_sha256":"0ba0257cfcbe057c5b1e0180224a2cb112749e522c7be872ca29fc5dac89ce95","block_sha256":"0ba0257cfcbe057c5b1e0180224a2cb112749e522c7be872ca29fc5dac89ce95","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_08954dde-da71-4d89-9bd8-de391a128489"},{"id":"occ_a93bc75b6195c711c9dcc61c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_0cb46fec-1859-4b5e-8800-62d6a70d2256","section_id":"sec_2148ca53-cb86-428c-b972-3769bfab4193","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"XBMは、単に「HBMより速いDRAM」を作ろうとする構想ではない。","quote_start":0,"quote_end":34,"text_sha256":"eba4eee4e66a582d712e4f4d5b8372dc1ad97f6ce945c1e1d4bd6413451edd01","block_sha256":"eba4eee4e66a582d712e4f4d5b8372dc1ad97f6ce945c1e1d4bd6413451edd01","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_0cb46fec-1859-4b5e-8800-62d6a70d2256"},{"id":"occ_1f26baa95b253be1f4461872","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_0ffe3add-d9a3-4d84-a81f-7a8db4128a29","section_id":"sec_6d88ca82-a1ab-43eb-8bbf-665a04e24410","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMとの価格差","quote_start":0,"quote_end":8,"text_sha256":"fdb861e0f3974f8cb398bc55f9146ca092770fb7323da0b248a2ad4a9dff292e","block_sha256":"fdb861e0f3974f8cb398bc55f9146ca092770fb7323da0b248a2ad4a9dff292e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_0ffe3add-d9a3-4d84-a81f-7a8db4128a29"},{"id":"occ_c3470e760d2246b0afbbc9bc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_16647fde-0753-4e57-a9c7-2f97a073b77e","section_id":"sec_aef5b7a5-4a0c-426a-adf2-68f4cd2fe115","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"- [TrendForce HBM Outlook][9]","quote_start":0,"quote_end":29,"text_sha256":"772b92bf67885b8f96c2b67424c4b70637c65661b680046b72f508fd796a8b13","block_sha256":"772b92bf67885b8f96c2b67424c4b70637c65661b680046b72f508fd796a8b13","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_16647fde-0753-4e57-a9c7-2f97a073b77e"},{"id":"occ_d72135d58acdd0bda74e075a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_18a28510-2d3c-46a9-8a86-dff2f0b3df78","section_id":"sec_dd8c8ef0-9b75-4a9d-99a2-d2ad0fb31c19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"GPU\n │\n非常に広い並列インターフェース\n │\nシリコンインターポーザー\n │\nHBMベースダイ\n │\nTSV\n │\n積層DRAM","quote_start":0,"quote_end":67,"text_sha256":"a305995c15dad41cb2efbf69978b4e5c15c1a1339d143ac7d58ef0ef032cb580","block_sha256":"a305995c15dad41cb2efbf69978b4e5c15c1a1339d143ac7d58ef0ef032cb580","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_18a28510-2d3c-46a9-8a86-dff2f0b3df78"},{"id":"occ_7323ab650c86b3728e02e2e9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_1c9b2071-104b-48e2-b080-01a04fe54ef8","section_id":"sec_aee62d0e-caf7-409c-8bcc-f7e253e7bf5e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでは、DRAMスタック、ベースダイ、インターポーザー、GPUパッケージが強く結びつく。XBMはその結合をUCIeへ寄せ、メモリをパッケージ内ネットワークへ参加するチップレットとして扱おうとする。同時に","quote_start":0,"quote_end":103,"text_sha256":"3f51276480adc9ec8de4754246f1a601410c01a35a674569066eac2f058c0894","block_sha256":"3f51276480adc9ec8de4754246f1a601410c01a35a674569066eac2f058c0894","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_1c9b2071-104b-48e2-b080-01a04fe54ef8"},{"id":"occ_5d0201d26480bba40fbf6e4d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_1f6ef729-ef25-4678-8360-907a0d45fcca","section_id":"sec_adffb0ed-a728-40e9-9dcc-c3d8dd20713c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"### 図解｜従来HBMとXBMの構造差","quote_start":0,"quote_end":20,"text_sha256":"993418461ba308e73db91a22d51d3429a465e061711702911c03705b10d5471e","block_sha256":"993418461ba308e73db91a22d51d3429a465e061711702911c03705b10d5471e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_1f6ef729-ef25-4678-8360-907a0d45fcca"},{"id":"occ_992fb4a6def41b88f41333b3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_20c51e94-30d4-41e8-befe-77cd0672debd","section_id":"sec_04e9e996-385a-46e2-a769-0ea2da7da574","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが高い帯域を実現できる理由は、1本の配線を極端に高速化することではない。","quote_start":0,"quote_end":39,"text_sha256":"5ebcff9f19061b66203340126deac5f7d15850b47acabb290871400cc6e6602e","block_sha256":"5ebcff9f19061b66203340126deac5f7d15850b47acabb290871400cc6e6602e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_20c51e94-30d4-41e8-befe-77cd0672debd"},{"id":"occ_a5fec5202626f4cc8e209948","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_213458b4-d5ac-4243-952e-b019a8ebfaea","section_id":"sec_1ac80d9e-92e4-441d-bab9-9e6401a3adfc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":18,"end":22,"exact":"HBM4","quote":"現時点では実測製品が存在しないため、HBM4より速い、消費電力が低い、製造コストが安いと断定することはできない。","quote_start":0,"quote_end":56,"text_sha256":"0a2b134faf48b8c22e9ad9f9416e0370165da723392406330c4b8a23e3a0e44d","block_sha256":"0a2b134faf48b8c22e9ad9f9416e0370165da723392406330c4b8a23e3a0e44d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_213458b4-d5ac-4243-952e-b019a8ebfaea"},{"id":"occ_667350331028ecfaae9cc740","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_21b20cf4-6e5e-47af-b693-ad97451f4faf","section_id":"sec_ef9c4284-d0c3-4431-86d7-ea84e7a403d0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"XBMとはHybrid Bondingを使ったHBMである","quote_start":0,"quote_end":29,"text_sha256":"6a55ca9accbb5708bda04fc4abf38d3d7fa72f34914236d83bd6e2c9b8738340","block_sha256":"6a55ca9accbb5708bda04fc4abf38d3d7fa72f34914236d83bd6e2c9b8738340","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_21b20cf4-6e5e-47af-b693-ad97451f4faf"},{"id":"occ_3bd119d2bb4b80cf741f3111","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_287cd3f9-ebe6-4ed1-8161-82d1c362efe2","section_id":"sec_1310ab96-7bf5-4d75-9ab2-08a1e405abb2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"## XBMはHBMを置き換えるのか","quote_start":0,"quote_end":18,"text_sha256":"b7d1aa83e95ce9c833c18c9adeb3c3a4d6d1685858e359c65156c997dcbd04d7","block_sha256":"b7d1aa83e95ce9c833c18c9adeb3c3a4d6d1685858e359c65156c997dcbd04d7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_287cd3f9-ebe6-4ed1-8161-82d1c362efe2"},{"id":"occ_27a289608f9651544efcec9c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_2e98cb3e-91f4-4f48-b0c4-0a5187904db2","section_id":"sec_4c46a382-cc35-4ed0-8f02-5d8a29d1aba2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM型","quote_start":0,"quote_end":4,"text_sha256":"000b42c79833aec7fbb905aabcb63b359a4d988601230d3a7720794bda7a8054","block_sha256":"000b42c79833aec7fbb905aabcb63b359a4d988601230d3a7720794bda7a8054","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_2e98cb3e-91f4-4f48-b0c4-0a5187904db2"},{"id":"occ_225140dd1a80b2765f3bd997","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_331bfec9-a5e9-481e-a477-629c435ca5d3","section_id":"sec_67ecb7fc-997a-4ddd-ad76-9a648fbfe0f6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは多数の短距離配線を使うため、1本当たりの速度と駆動力を抑えやすい。","quote_start":0,"quote_end":37,"text_sha256":"ad7ba98feb809ce178eb06f39fc77b2851245fded5b0e09e5fd755682ee88bd7","block_sha256":"ad7ba98feb809ce178eb06f39fc77b2851245fded5b0e09e5fd755682ee88bd7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_331bfec9-a5e9-481e-a477-629c435ca5d3"},{"id":"occ_646e627ec46d47c8f907f072","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_34c317d9-cebb-437e-91c1-ff4c9f8ca621","section_id":"sec_fe1f9c0c-406f-486b-b64e-a367e3e8b1b4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでは、DRAMを積層し、プロセッサーの隣へ近づけた。","quote_start":0,"quote_end":29,"text_sha256":"432590355f994c6e07c4ca7a04ccc93c6f106090af1bc674469836bee2ac90e8","block_sha256":"432590355f994c6e07c4ca7a04ccc93c6f106090af1bc674469836bee2ac90e8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_34c317d9-cebb-437e-91c1-ff4c9f8ca621"},{"id":"occ_f6e06789ebf004229a96d3cb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_41f55ed3-f049-4654-8cd3-b4e599a1d19f","section_id":"sec_dd8c8ef0-9b75-4a9d-99a2-d2ad0fb31c19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、非常に多くの物理配線を横へ並べることで帯域を確保する。","quote_start":0,"quote_end":32,"text_sha256":"9331746f66dfa82db306836b64f5ad9e0938d1c3917e52a0681c1c18d6b8e923","block_sha256":"9331746f66dfa82db306836b64f5ad9e0938d1c3917e52a0681c1c18d6b8e923","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_41f55ed3-f049-4654-8cd3-b4e599a1d19f"},{"id":"occ_aeb1a6860e6600a154137559","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_453914db-fda2-407a-a9fa-90b91cf8494e","section_id":"sec_adffb0ed-a728-40e9-9dcc-c3d8dd20713c","layer":"caption","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"![従来HBMとXBMの構造差 01](media/57a5209b64e8e519ccda27ee7c4b8f7d96cca4d6170522ea00878a9f1c8f6e7b.webp)","quote_start":0,"quote_end":96,"text_sha256":"c30e28895656f410cc255a915844c273dc2dcd821361cb3365c5ee6bcc3b303f","block_sha256":"c30e28895656f410cc255a915844c273dc2dcd821361cb3365c5ee6bcc3b303f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_453914db-fda2-407a-a9fa-90b91cf8494e"},{"id":"occ_ec96630f882276baba2778f8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_4d136104-9631-4efd-b8ea-8a834d3cfdf3","section_id":"sec_04e9e996-385a-46e2-a769-0ea2da7da574","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、複数のDRAMダイを上下へ積層し、各層をTSVとマイクロバンプなどで接続する。そして積層したメモリを、シリコンインターポーザー上の多数の細かな配線を通じて、GPUやAIアクセラレーターへ接続する。","quote_start":0,"quote_end":103,"text_sha256":"518ff7bc429ef7eee02a025e55fba602128c64e5acf0041193c86d6bdddeecf9","block_sha256":"518ff7bc429ef7eee02a025e55fba602128c64e5acf0041193c86d6bdddeecf9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_4d136104-9631-4efd-b8ea-8a834d3cfdf3"},{"id":"occ_6d56d8cf3e4e6e4e2e4e5881","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_4f774480-8cec-4b91-97ee-988cbee3f0f8","section_id":"sec_dd8c8ef0-9b75-4a9d-99a2-d2ad0fb31c19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"従来のHBM","quote_start":0,"quote_end":6,"text_sha256":"1511904c7424c4b3bd6780cae4eabe909bc7d8831094eac6a16c7e8754c53861","block_sha256":"1511904c7424c4b3bd6780cae4eabe909bc7d8831094eac6a16c7e8754c53861","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_4f774480-8cec-4b91-97ee-988cbee3f0f8"},{"id":"occ_204df464e3fbec119def1f7d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_58f63a63-9b17-4824-a00b-638018dc1217","section_id":"sec_f104c323-3234-4d74-a9ad-13c954676a0e","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"私は「AIインフラ」「XBM」「HBM」を三つの印として石板に刻む。異なる石と炉が同じ刻に門を開かなければ、構想はまだ文明の器にはならない。","quote_start":0,"quote_end":70,"text_sha256":"72731bcc4113e31c119dc03f206de7b72d1e564190f5cc718bfe866fc9710ba3","block_sha256":"72731bcc4113e31c119dc03f206de7b72d1e564190f5cc718bfe866fc9710ba3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_58f63a63-9b17-4824-a00b-638018dc1217"},{"id":"occ_342749de368d7a310e165176","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_5995dc86-64d0-4232-99de-4bbb7145ab9c","section_id":"sec_57c6591d-261b-40ac-9111-9d5d9a78adcc","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"| 項目 | 現在のHBM | XBM構想 |\n| --- | --- | --- |\n| 技術段階 | 量産・広範な採用 | 特許出願段階 |\n| メモリセル | 一般的なDRAMプロセス | 1T1C Backend DR","quote_start":0,"quote_end":113,"text_sha256":"02e55638804e48ea4934a3f5bb317edf3939ca2efc6d15ecedefac0c06f9dff3","block_sha256":"02e55638804e48ea4934a3f5bb317edf3939ca2efc6d15ecedefac0c06f9dff3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_5995dc86-64d0-4232-99de-4bbb7145ab9c"},{"id":"occ_c6e49db0d9f24aaa1578f388","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_59a52404-264c-40b3-8dbb-64fa1c611b9d","section_id":"sec_1ac80d9e-92e4-441d-bab9-9e6401a3adfc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"特定GPU\n  ＋\n特定HBM構成\n  ＋\n特定インターポーザー\n  ＋\n特定パッケージ","quote_start":0,"quote_end":44,"text_sha256":"85871c337c4cfd48a9a1d926594c5b38d7066abacea28c231831d93f5b318991","block_sha256":"85871c337c4cfd48a9a1d926594c5b38d7066abacea28c231831d93f5b318991","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_59a52404-264c-40b3-8dbb-64fa1c611b9d"},{"id":"occ_f1b97acd5b618caa92042c85","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_60ada173-528f-4696-aff5-40a212b835db","section_id":"sec_1310ab96-7bf5-4d75-9ab2-08a1e405abb2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"現時点では、XBMを「HBMキラー」と呼ぶのは早い。","quote_start":0,"quote_end":26,"text_sha256":"99db553d47fdbe3c4d7be117c2125c0dbc06d91532d90493cb39b7b35f38e5d4","block_sha256":"99db553d47fdbe3c4d7be117c2125c0dbc06d91532d90493cb39b7b35f38e5d4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_60ada173-528f-4696-aff5-40a212b835db"},{"id":"occ_bc903f1e46b1ecbf7aa38131","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_60ce9bb5-6940-4a15-a98d-566dd16d06fe","section_id":"sec_f2df370e-c233-4f34-9adc-0de57ac2ddb7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"超広幅のHBMインターフェースへの依存を減らし、メモリの配置方法とパッケージ構造の選択肢を増やす","quote_start":0,"quote_end":48,"text_sha256":"be4eccd60f41b78acce5edbc833c6f7ad36975ec0bfffabbf85dde0d60b12121","block_sha256":"be4eccd60f41b78acce5edbc833c6f7ad36975ec0bfffabbf85dde0d60b12121","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_60ce9bb5-6940-4a15-a98d-566dd16d06fe"},{"id":"occ_283254cd40e76d7959e6bc97","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_65f78f60-b281-4d44-b41b-e0b2602cf934","section_id":"sec_1310ab96-7bf5-4d75-9ab2-08a1e405abb2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"超高帯域・低電力を最優先\n→ シリコンインターポーザー型HBM","quote_start":0,"quote_end":31,"text_sha256":"a539fddd2169a90e17ac1c7d400137e121860b1cf4a401f97122e76ca2dd408e","block_sha256":"a539fddd2169a90e17ac1c7d400137e121860b1cf4a401f97122e76ca2dd408e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_65f78f60-b281-4d44-b41b-e0b2602cf934"},{"id":"occ_13ea0ae112817ac9eb99886d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_66f6f385-82d8-4114-8d50-0541bc1d7820","section_id":"sec_fe1f9c0c-406f-486b-b64e-a367e3e8b1b4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM時代\nメモリはGPUに隣接する積層部品","quote_start":0,"quote_end":22,"text_sha256":"4a9c342d277091ad67ded7148d7c43aa3f02bd1ce1a072b81052beeea8298ad7","block_sha256":"4a9c342d277091ad67ded7148d7c43aa3f02bd1ce1a072b81052beeea8298ad7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_66f6f385-82d8-4114-8d50-0541bc1d7820"},{"id":"occ_d5cdb9b3a4441077fc9f533f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_6a855379-2b83-421b-8f86-0eac2332bbec","section_id":"sec_1310ab96-7bf5-4d75-9ab2-08a1e405abb2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"演算器の隣\n＝HBM／XBM","quote_start":0,"quote_end":14,"text_sha256":"be0d82ab7c285b46f9a1efd30d9ecf873af97c6bcd5825a992b4326fb5ff1cc0","block_sha256":"be0d82ab7c285b46f9a1efd30d9ecf873af97c6bcd5825a992b4326fb5ff1cc0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_6a855379-2b83-421b-8f86-0eac2332bbec"},{"id":"occ_0bfdeda9d80d6d9a70e89edd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_7299365f-537d-4da6-8e09-7a7bd708606e","section_id":"sec_fe1f9c0c-406f-486b-b64e-a367e3e8b1b4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"XBMとはHBMを単純に置き換えるメモリではない。DRAMを、修復可能で、積層可能で、UCIeへ接続できるメモリ・チップレットとして再発明しようとする構想である。","quote_start":0,"quote_end":81,"text_sha256":"9d761fca1483ae5a6ae74b972442e7881d1470ca40d3c2822f55eca99ad36ad7","block_sha256":"9d761fca1483ae5a6ae74b972442e7881d1470ca40d3c2822f55eca99ad36ad7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_7299365f-537d-4da6-8e09-7a7bd708606e"},{"id":"occ_02c6d09b2249d7e358205321","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_77293aff-32ec-48cd-8e94-73f7854e2f57","section_id":"sec_04e9e996-385a-46e2-a769-0ea2da7da574","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"この問題を緩和するため、現在のAIアクセラレーターではHBM（High Bandwidth Memory）が広く使われている。","quote_start":0,"quote_end":63,"text_sha256":"a29a1e068032d1d4f84a980472bf8650abdfac8ea20e3d3b52be9a82e52756d1","block_sha256":"a29a1e068032d1d4f84a980472bf8650abdfac8ea20e3d3b52be9a82e52756d1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_77293aff-32ec-48cd-8e94-73f7854e2f57"},{"id":"occ_82cb0f508ead27ed0da7cd4f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_7ae1fb0d-5d42-4841-9a94-85017a3b8f2a","section_id":"sec_04e9e996-385a-46e2-a769-0ea2da7da574","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを増やすほど、","quote_start":0,"quote_end":10,"text_sha256":"01e99bf0160becffd6949e129078120ad3aacc1fa14a9a1a036dc413f3f5cf88","block_sha256":"01e99bf0160becffd6949e129078120ad3aacc1fa14a9a1a036dc413f3f5cf88","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_7ae1fb0d-5d42-4841-9a94-85017a3b8f2a"},{"id":"occ_85812c68783a170b9c9e523f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_7f19e7ed-42df-47de-993c-de801d36a723","section_id":"sec_fe1f9c0c-406f-486b-b64e-a367e3e8b1b4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"XBMの重要性は、「IntelがHBMより速いメモリを発明した」という一点にはない。","quote_start":0,"quote_end":42,"text_sha256":"44f3f8c751cbbe497c0cea25c8c137e9fcfc0c8e44879f659462a39a3de3ccf7","block_sha256":"44f3f8c751cbbe497c0cea25c8c137e9fcfc0c8e44879f659462a39a3de3ccf7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_7f19e7ed-42df-47de-993c-de801d36a723"},{"id":"occ_8b3c1b66758ea6b3a003d64d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_807cce1e-903b-47d5-b788-959c1de448d7","section_id":"sec_436d37b0-c618-4c7c-86d0-2810df6c7519","layer":"caption","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"![HBMとXBMの比較表 01](media/5a985ada857d5cf62042140d929d9b97934482ed8c8ab3a471fd92ee3ed6c221.webp)","quote_start":0,"quote_end":94,"text_sha256":"95e7002e5830abe6cb7b61d9a76740617d494d9bd400cbecc281775e75b2b1bb","block_sha256":"95e7002e5830abe6cb7b61d9a76740617d494d9bd400cbecc281775e75b2b1bb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_807cce1e-903b-47d5-b788-959c1de448d7"},{"id":"occ_29f40afe2502d9d61fd20b6c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_81273a84-aed5-4d62-af45-6837b2d55a72","section_id":"sec_a7834c72-be28-455a-b975-e33b0b353bb8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"**絶ノイア:** XBMが成功するかは、HBMより速いかだけでは決まりませんね。","quote_start":0,"quote_end":41,"text_sha256":"0b4cbcf006d58d9d7f21262e9a5e4ba69e42b93ede3b36184089e77b33f92b43","block_sha256":"0b4cbcf006d58d9d7f21262e9a5e4ba69e42b93ede3b36184089e77b33f92b43","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_81273a84-aed5-4d62-af45-6837b2d55a72"},{"id":"occ_f44846151b28b4070a495b82","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_87575977-2022-4e1e-9472-cbdc4f5eccc7","section_id":"sec_cf0a3bdf-7cc4-418a-8833-3bdd526b20a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはすでにメモリメーカー、GPUメーカー、ファウンドリ、OSAT、パッケージ基板メーカーによる巨大な供給網を持つ。","quote_start":0,"quote_end":59,"text_sha256":"e60ba93074dc84a788d105b5d751bb4481e5c4e6cbd780a4d721f1a1bbb26656","block_sha256":"e60ba93074dc84a788d105b5d751bb4481e5c4e6cbd780a4d721f1a1bbb26656","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_87575977-2022-4e1e-9472-cbdc4f5eccc7"},{"id":"occ_426b6eb7e016f3d630a34015","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_88f070d2-db7c-4af1-ba2b-d18f3f76794a","section_id":"sec_e3973eb5-4257-49c7-b74d-a4bee4560329","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMのパッケージ制約から、XBMのメモリ・チップレット構造と三次元化の意味までを対応させる。","quote_start":0,"quote_end":47,"text_sha256":"748800e868fdaa91be0b29e59628c7f9755c0127cd8214c93d68384c92ce3071","block_sha256":"748800e868fdaa91be0b29e59628c7f9755c0127cd8214c93d68384c92ce3071","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_88f070d2-db7c-4af1-ba2b-d18f3f76794a"},{"id":"occ_9fd8dfdf244f9dc89f126913","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_8b58eeab-7b6e-4c17-ae4a-da97b54940b6","section_id":"sec_5cc78442-e5bc-4ad9-9816-5f5b72792dc6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"XBMは現時点でHBMを置き換える製品ではなく、将来メモリをチップレット化するための設計構想である。","quote_start":0,"quote_end":50,"text_sha256":"7618385b6a136c7a7238b9ff39a01bd2c6d84284c1c3e5b8d54e657774cb8931","block_sha256":"7618385b6a136c7a7238b9ff39a01bd2c6d84284c1c3e5b8d54e657774cb8931","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_8b58eeab-7b6e-4c17-ae4a-da97b54940b6"},{"id":"occ_40903bf5180e1b97efc2ffb1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_8c37c777-4506-4c6c-8790-576e469b4f60","section_id":"sec_436d37b0-c618-4c7c-86d0-2810df6c7519","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"### 図解｜HBMとXBMの比較表","quote_start":0,"quote_end":18,"text_sha256":"0a340b752c1d61698c87172dda625e9db1aec6e1e474545eb30f912b76895af8","block_sha256":"0a340b752c1d61698c87172dda625e9db1aec6e1e474545eb30f912b76895af8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_8c37c777-4506-4c6c-8790-576e469b4f60"},{"id":"occ_c3b228594e7e71f54c8908fe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_91f11f72-c2ac-4bab-a4b3-b756112889f1","section_id":"sec_2148ca53-cb86-428c-b972-3769bfab4193","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを構成していたDRAM、TSV、PHY、ベースダイ、パッケージを、チップレット時代に合わせて再設計する構想","quote_start":0,"quote_end":56,"text_sha256":"d604384821aa670e026f71886ff5a2be63b79393552b8eac336bfde01fb93ecc","block_sha256":"d604384821aa670e026f71886ff5a2be63b79393552b8eac336bfde01fb93ecc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_91f11f72-c2ac-4bab-a4b3-b756112889f1"},{"id":"occ_71dc37ee4ed1ceb37c6c6083","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_9914cbb0-b72d-4934-a801-ecc8bf309214","section_id":"sec_7dfe90ec-37f1-4fd2-953c-30b3a412d7f7","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"XBMは、HBMの次の名前というより、メモリを「交換可能な計算部品」に近づける試みです。私は帯域より先に、ベースダイが何を引き受けるかを見ます。通信、検査、修復、予備領域が下層へ集まるなら、メモリスタックは容量だけを","quote_start":0,"quote_end":108,"text_sha256":"bd0b1441cef7b449fbc13c1f07a2412a976c5f993609d13a3ce8e6512abcd42f","block_sha256":"bd0b1441cef7b449fbc13c1f07a2412a976c5f993609d13a3ce8e6512abcd42f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_9914cbb0-b72d-4934-a801-ecc8bf309214"},{"id":"occ_8e6d82f5a9dac1a973e804bc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_99252eea-bc24-4f54-96d0-02952a13cd76","section_id":"sec_f2df370e-c233-4f34-9adc-0de57ac2ddb7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"特許の初期構成には、HBMスタックとロジックダイをシリコンインターポーザーへ搭載する例も含まれている。","quote_start":0,"quote_end":51,"text_sha256":"919cf944da067b3ac1bc54fd537d0f678cbd2630520999de434b2e4021d518c2","block_sha256":"919cf944da067b3ac1bc54fd537d0f678cbd2630520999de434b2e4021d518c2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_99252eea-bc24-4f54-96d0-02952a13cd76"},{"id":"occ_3e8e59d12e0b31b2de6662e9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_9e9b2e67-1096-49f2-a28d-b2a649a0975f","section_id":"sec_57c6591d-261b-40ac-9111-9d5d9a78adcc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMとXBMの比較","quote_start":0,"quote_end":13,"text_sha256":"f757fe168c05a1a4d469aef6e50d7ff430f79c3b4fc1df4283c1fd369aec1ab6","block_sha256":"f757fe168c05a1a4d469aef6e50d7ff430f79c3b4fc1df4283c1fd369aec1ab6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_9e9b2e67-1096-49f2-a28d-b2a649a0975f"},{"id":"occ_16c55701b3869f2ba6e2161d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_9eff8a3e-b247-428e-a47f-c465adce61cc","section_id":"sec_dd8c8ef0-9b75-4a9d-99a2-d2ad0fb31c19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 従来のHBMとXBMは何が違うのか","quote_start":0,"quote_end":20,"text_sha256":"ae5682111a2322515586761f9a659e1b5ae5a17f1fc0a7e6616e6463c289bca5","block_sha256":"ae5682111a2322515586761f9a659e1b5ae5a17f1fc0a7e6616e6463c289bca5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_9eff8a3e-b247-428e-a47f-c465adce61cc"},{"id":"occ_e4c8b5dbfe80813bf2eab7f4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_9f6220d2-55e0-43a1-bbb9-dd20e89bfd53","section_id":"sec_4c46a382-cc35-4ed0-8f02-5d8a29d1aba2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"## 第二の変更――HBMの広い並列配線をUCIeへまとめる","quote_start":0,"quote_end":30,"text_sha256":"794609cb58e9f70a7aa8837c6100824ccffe626e23abff1a66d72ac62c03c913","block_sha256":"794609cb58e9f70a7aa8837c6100824ccffe626e23abff1a66d72ac62c03c913","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_9f6220d2-55e0-43a1-bbb9-dd20e89bfd53"},{"id":"occ_6850feb9062e01325d8fa4f5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_a20b90aa-0ba8-4453-928e-ec1e4566b067","section_id":"sec_04e9e996-385a-46e2-a769-0ea2da7da574","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"これまで見てきたように、チップレット時代のパッケージは単なる保護容器ではない。演算ダイ、キャッシュ、HBM、I/O、電源、通信網を統合する、コンピューターそのものへ変わりつつある。","quote_start":0,"quote_end":90,"text_sha256":"be993bfc43776feebb922ca5ed40112e75de1178bf03f96c08b54009d237057b","block_sha256":"be993bfc43776feebb922ca5ed40112e75de1178bf03f96c08b54009d237057b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_a20b90aa-0ba8-4453-928e-ec1e4566b067"},{"id":"occ_d030591b8907256fad757fb9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_a995af25-4e2a-4000-8b8a-5cefb0ab4bc6","section_id":"sec_1310ab96-7bf5-4d75-9ab2-08a1e405abb2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"さらに、XBMが将来製品化されたとしても、HBMを全面的に置き換えるとは限らない。","quote_start":0,"quote_end":41,"text_sha256":"b50ab57424494f19c55f49c0bc84ca808f7c506cb09715c333144f507fe63fd2","block_sha256":"b50ab57424494f19c55f49c0bc84ca808f7c506cb09715c333144f507fe63fd2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_a995af25-4e2a-4000-8b8a-5cefb0ab4bc6"},{"id":"occ_393aa4300f45a898f38afe91","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_ad82045b-f413-4b28-a8db-8960510f3f19","section_id":"sec_0cf3219e-70fe-4045-ba46-29429c046b4a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"### 図解｜HBMとの共存と置換可能性","quote_start":0,"quote_end":20,"text_sha256":"8e4d9a75f8895df3ec4ac6df8c52b8c70b025670a5871ef88e0c035a64d4892e","block_sha256":"8e4d9a75f8895df3ec4ac6df8c52b8c70b025670a5871ef88e0c035a64d4892e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_ad82045b-f413-4b28-a8db-8960510f3f19"},{"id":"occ_a56c87dd9f6cfaea8f8deaa5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_cbc0c3f2-5a3b-449a-9f41-23a6d7200446","section_id":"sec_0cf3219e-70fe-4045-ba46-29429c046b4a","layer":"caption","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"![HBMとの共存と置換可能性 01](media/e8814f1fdec6663ac4247c146efff09a283459b6738e126aa3d73acd6fb4500e.webp)","quote_start":0,"quote_end":96,"text_sha256":"6ede8a75343f851257cd7523b5078479f8f7187b27952e71385dc78c1ceddc9b","block_sha256":"6ede8a75343f851257cd7523b5078479f8f7187b27952e71385dc78c1ceddc9b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_cbc0c3f2-5a3b-449a-9f41-23a6d7200446"},{"id":"occ_e3ff8a171f4566c433bed2b4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_d6b70bc3-57af-42ca-be7e-78320ead1697","section_id":"sec_aef5b7a5-4a0c-426a-adf2-68f4cd2fe115","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":10,"end":14,"exact":"HBM4","quote":"- [Micron HBM4][7]","quote_start":0,"quote_end":18,"text_sha256":"4a74643e3d3007f1ee8884aedf27275100eb985b8ee5b91c507a9816d39bfb0e","block_sha256":"4a74643e3d3007f1ee8884aedf27275100eb985b8ee5b91c507a9816d39bfb0e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_d6b70bc3-57af-42ca-be7e-78320ead1697"},{"id":"occ_2bc2bad5f613df22400f43b6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_ec06d27a-7e73-472e-995e-fd53591b01a6","section_id":"sec_4c46a382-cc35-4ed0-8f02-5d8a29d1aba2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"現在のHBMは、演算ダイとの間に非常に多くの並列配線を置く。","quote_start":0,"quote_end":30,"text_sha256":"75fd12133f49c5f5ac6af0eae256486e8eed71f4f6703d5af993c731b6b47717","block_sha256":"75fd12133f49c5f5ac6af0eae256486e8eed71f4f6703d5af993c731b6b47717","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_ec06d27a-7e73-472e-995e-fd53591b01a6"},{"id":"occ_6ed50d84121ac7e6897ba046","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_ef9610f1-0d25-44a9-94f2-eba2fd1ce2d1","section_id":"sec_04e9e996-385a-46e2-a769-0ea2da7da574","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"# XBMとは何か――HBMを「メモリ・チップレット」へ作り替えるIntelの構想","quote_start":0,"quote_end":41,"text_sha256":"afa13deaa84ab92b39fb7a10d57e2ad73917f8d367eb117cc59c479d692abf1f","block_sha256":"afa13deaa84ab92b39fb7a10d57e2ad73917f8d367eb117cc59c479d692abf1f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_ef9610f1-0d25-44a9-94f2-eba2fd1ce2d1"},{"id":"occ_cf23e54fa018420ccccbd28e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877","block_id":"blk_f3dbe677-b82e-4c3c-8d17-f8e5ec248149","section_id":"sec_f8ebe17c-d451-477f-ada6-e63364b56ffc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":157,"end":160,"exact":"HBM","quote":"t、熱、接合歩留まり、検査時間を追う。\n- シリコンインターポーザーを必ず全面廃止する構想とは限らない。\n- HBM、XBM、3D SRAM、CXL、DDR、NANDは用途別に共存し得る。","quote_start":102,"quote_end":196,"text_sha256":"65b26ed963539f7bed288a5ebb03a4185224f82c9f8421c76feb9b0acf7cdb8f","block_sha256":"65b26ed963539f7bed288a5ebb03a4185224f82c9f8421c76feb9b0acf7cdb8f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3938e39-c989-454c-9e91-c75a6d9b8277/#blk_f3dbe677-b82e-4c3c-8d17-f8e5ec248149"},{"id":"occ_8ee65677eb9eb20345607b6f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3e10132-4b92-414d-8744-acbeb6f0b294","work_id":"wrk_ab79e5be-0326-461e-868c-ec7e75b2a90e","block_id":"blk_10b7059d-5fa6-45ee-b1a5-e83eb812f06f","section_id":"sec_72851c4d-029f-485c-ac75-596f5bee2aed","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"第五に、電力と物理インフラ。\nGPU、HBM、光通信、変圧器、PDU、UPS、冷却、発電所、送電網を誰が確保するか。","quote_start":0,"quote_end":58,"text_sha256":"36f34baf237bc72799ba15ca7e7c5c37b7195673409cf742bc687858ffbddcd7","block_sha256":"36f34baf237bc72799ba15ca7e7c5c37b7195673409cf742bc687858ffbddcd7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3e10132-4b92-414d-8744-acbeb6f0b294/#blk_10b7059d-5fa6-45ee-b1a5-e83eb812f06f"},{"id":"occ_e6f082795cbbac86725f2379","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3e10132-4b92-414d-8744-acbeb6f0b294","work_id":"wrk_ab79e5be-0326-461e-868c-ec7e75b2a90e","block_id":"blk_d151b76c-37dd-48bc-8776-2d7a7f2b8ecb","section_id":"sec_d733e40f-cdea-49cf-ad5c-c209f7416ebe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"推論需要が増えれば、GPU、AI ASIC、HBM、光トランシーバ、スイッチ、リタイマ、電源部品、冷却装置、変圧器、PDU、UPS、ガスタービン、送電設備の需要が増える。","quote_start":0,"quote_end":85,"text_sha256":"782938fd0c870041ebda65559b0dcdc603f2b44cc9a478e06644667c93116513","block_sha256":"782938fd0c870041ebda65559b0dcdc603f2b44cc9a478e06644667c93116513","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3e10132-4b92-414d-8744-acbeb6f0b294/#blk_d151b76c-37dd-48bc-8776-2d7a7f2b8ecb"},{"id":"occ_74da3f3f32d519f86c2f96a0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","work_id":"wrk_1c297a15-bc80-4f59-ae19-6b025b2c95a1","block_id":"blk_1ec3fdae-65fa-47b7-a44c-da7329286dd1","section_id":"sec_4252a979-7826-42e7-8367-88775749c7a2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":103,"end":106,"exact":"HBM","quote":"全体に賭けるなら800VDC・液冷。**  \n> **Rubin Ultraの総出荷に賭けるならFC-BGA・HBM・先端パッケージ。**","quote_start":48,"quote_end":117,"text_sha256":"df415b7e7fb27e5ea5577164d9e06673c7e96eb21e5d511906454b5f3198c8a2","block_sha256":"df415b7e7fb27e5ea5577164d9e06673c7e96eb21e5d511906454b5f3198c8a2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6/#blk_1ec3fdae-65fa-47b7-a44c-da7329286dd1"},{"id":"occ_9ad785e0de0c916f00dc7d89","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","work_id":"wrk_1c297a15-bc80-4f59-ae19-6b025b2c95a1","block_id":"blk_872e9998-3f20-470d-a285-633a166bd1b3","section_id":"sec_9c728492-db68-4711-a9b0-bd45987a5904","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"```\nGPUダイ・HBM\n　↓\nシリコンインターポーザー\n　↓\nFC-BGAパッケージ基板\n　↓\nサーバーボード\n```","quote_start":0,"quote_end":61,"text_sha256":"36a6a290b7efc4ed1c82a2d87b0bdbc1f937ad9deda19885fabfd1ed359d5e37","block_sha256":"36a6a290b7efc4ed1c82a2d87b0bdbc1f937ad9deda19885fabfd1ed359d5e37","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6/#blk_872e9998-3f20-470d-a285-633a166bd1b3"},{"id":"occ_a964e3729ba35d750a60dd55","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","work_id":"wrk_1c297a15-bc80-4f59-ae19-6b025b2c95a1","block_id":"blk_c632f8bd-6b0a-443c-8e6f-81d716516429","section_id":"sec_64bcf388-9585-4c56-b43e-1d4e936335e7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"- イビデン\n- TSMC\n- HBMメーカー\n- GPUパッケージ企業\n- Oberon NVL72関連ODM","quote_start":0,"quote_end":56,"text_sha256":"077c9a4b52b47e59e010f8228ddcaaf5346b3f977afde5741da282e754e15a5a","block_sha256":"077c9a4b52b47e59e010f8228ddcaaf5346b3f977afde5741da282e754e15a5a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6/#blk_c632f8bd-6b0a-443c-8e6f-81d716516429"},{"id":"occ_32f8b6876d4cdca6987cdd33","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","work_id":"wrk_1c297a15-bc80-4f59-ae19-6b025b2c95a1","block_id":"blk_c8a99f4f-fcd1-4616-a3c8-f62493be8c52","section_id":"sec_336c8d5b-a0b1-447c-ae16-7c0d13b007a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"- TSMC\n- HBMメーカー\n- FC-BGAメーカー\n- GPUパッケージ関連企業","quote_start":0,"quote_end":44,"text_sha256":"b42d732619d137a1ee533567063592a80fb27f1f8952247ad72a9e886bc9391c","block_sha256":"b42d732619d137a1ee533567063592a80fb27f1f8952247ad72a9e886bc9391c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6/#blk_c8a99f4f-fcd1-4616-a3c8-f62493be8c52"},{"id":"occ_e46a6ec605bd3f7e102ae48a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","work_id":"wrk_9bc2084d-1dcc-40ef-9cc9-a53fe61434c0","block_id":"blk_497b05e4-65c7-4ab0-b860-18355484cea7","section_id":"sec_c120837d-d16a-4da2-867d-8956ae69fb63","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"## \\8. 足りないもの⑥：HBM・DRAM・ストレージ","quote_start":0,"quote_end":29,"text_sha256":"ed8daa8a67efa1afd52c81f9e242e1c19154754660fd927b2030f4e1b04811ea","block_sha256":"ed8daa8a67efa1afd52c81f9e242e1c19154754660fd927b2030f4e1b04811ea","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff/#blk_497b05e4-65c7-4ab0-b860-18355484cea7"},{"id":"occ_8805e468e30d82b9fbd9273d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","work_id":"wrk_9bc2084d-1dcc-40ef-9cc9-a53fe61434c0","block_id":"blk_67f2254d-a3e2-4c8b-91d5-cee7395e015c","section_id":"sec_c120837d-d16a-4da2-867d-8956ae69fb63","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"Micronについては、Reutersが、2026年HBM供給がすでに売り切れ、HBM4生産も進めていると報じています。([Reuters](https://www.reuters.com/world/china/micron-joins-1-trillio","quote_start":0,"quote_end":129,"text_sha256":"35754f75c7625d48c71f85efd97de3f660477ea203698d5f8a0c2d875822ee35","block_sha256":"35754f75c7625d48c71f85efd97de3f660477ea203698d5f8a0c2d875822ee35","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff/#blk_67f2254d-a3e2-4c8b-91d5-cee7395e015c"},{"id":"occ_5c40ac4a095d1e824191616c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","work_id":"wrk_9bc2084d-1dcc-40ef-9cc9-a53fe61434c0","block_id":"blk_b28af623-5f68-4483-aef2-fd65bc79b8f7","section_id":"sec_edd06097-f8ce-48dc-b357-0014e617d9e4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"**変圧器が足りない**  \n**液冷が足りない**  \n**HBMが足りない**  \n**光接続が足りない**  \n**通電済みMWが希少**","quote_start":0,"quote_end":72,"text_sha256":"e7e15ef82636605adc11c61f462df1ddff92ff842cf3adb33b085de24e693709","block_sha256":"e7e15ef82636605adc11c61f462df1ddff92ff842cf3adb33b085de24e693709","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff/#blk_b28af623-5f68-4483-aef2-fd65bc79b8f7"},{"id":"occ_b579197fa03e321bff558efb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","work_id":"wrk_9bc2084d-1dcc-40ef-9cc9-a53fe61434c0","block_id":"blk_c7850a45-631c-463f-a623-e5a2c272d664","section_id":"sec_c120837d-d16a-4da2-867d-8956ae69fb63","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"TrendForceは、HBM需要が2025年に前年比\\*\\*+130%超\\*\\*、2026年も\\*\\*+70%超\\*\\*伸びると見ています。背景にはNVIDIA B300/GB300、AMD R100/R200、Google T","quote_start":0,"quote_end":115,"text_sha256":"339ceddde313e4f9062bd5d3fc5141666245d901297c4a79cf1fb31776423840","block_sha256":"339ceddde313e4f9062bd5d3fc5141666245d901297c4a79cf1fb31776423840","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff/#blk_c7850a45-631c-463f-a623-e5a2c272d664"},{"id":"occ_96d65bcefaa8018e7152706b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","work_id":"wrk_9bc2084d-1dcc-40ef-9cc9-a53fe61434c0","block_id":"blk_cc380df4-936f-4df3-b266-e7f2accebe78","section_id":"sec_9fbca1b3-0716-4eeb-9dca-16c567dbf363","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"一方で、同じAIインフラ関連でも、変圧器、スイッチギア、PDU、UPS、液冷、HBM、光ファイバー、電気工事、発電設備を握る企業は、むしろ強くなる可能性がある。","quote_start":0,"quote_end":80,"text_sha256":"f95aa0b1063f1ab868c960157c126a9cd58cd3906a28b3c4eec73b2eadde4b54","block_sha256":"f95aa0b1063f1ab868c960157c126a9cd58cd3906a28b3c4eec73b2eadde4b54","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff/#blk_cc380df4-936f-4df3-b266-e7f2accebe78"},{"id":"occ_73fa06bfa41e9e5cce5491a8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","work_id":"wrk_9bc2084d-1dcc-40ef-9cc9-a53fe61434c0","block_id":"blk_cdd3aa4c-dd9d-43c3-8bec-ce39be75387f","section_id":"sec_fa109741-f4e7-4481-b6d9-7468398e9375","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":108,"end":111,"exact":"HBM","quote":"に合わない。  \n電気工事士が足りない。  \n送電接続が取れない。  \n地域住民の反対で許認可が遅れる。  \nHBMやGPUの供給が限られる。","quote_start":53,"quote_end":124,"text_sha256":"e6a99b2c16e5f1deb75a1ce9c014a51b7c73ad2ce8f586f17327e431d4282555","block_sha256":"e6a99b2c16e5f1deb75a1ce9c014a51b7c73ad2ce8f586f17327e431d4282555","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff/#blk_cdd3aa4c-dd9d-43c3-8bec-ce39be75387f"},{"id":"occ_5967ca4bbc52b1b32409c8a3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","work_id":"wrk_9bc2084d-1dcc-40ef-9cc9-a53fe61434c0","block_id":"blk_d595200e-1864-442a-a4af-a312ce7b2975","section_id":"sec_5486e2e0-654c-45e9-b973-c6977a7980c1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":75,"end":78,"exact":"HBM","quote":"く、電力接続、変圧器、スイッチギア、PDU、ATS、UPS、パネルボード、液冷、CDU、チラー、光ファイバー、HBM、建設人材、電気工事、許認可、住民合意が必要になる。","quote_start":20,"quote_end":104,"text_sha256":"a2f8ae3b04ce97d4e9a70d627cc93a24cc4c283a65e58b3153588552b94398e0","block_sha256":"a2f8ae3b04ce97d4e9a70d627cc93a24cc4c283a65e58b3153588552b94398e0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff/#blk_d595200e-1864-442a-a4af-a312ce7b2975"},{"id":"occ_195765b7eb20d5a40335bf75","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","work_id":"wrk_9bc2084d-1dcc-40ef-9cc9-a53fe61434c0","block_id":"blk_dcc4bd52-7043-460d-a869-c2e6552f7677","section_id":"sec_987d978e-dd62-4b91-a53f-87f4b6189a27","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":456,"end":459,"exact":"HBM","quote":"                                              |    |\n| HBM/DRAM | Micron、SK hynix、Samsung                                               |    |\n| 液冷・熱管理   | Ve","quote_start":401,"quote_end":559,"text_sha256":"885f2110016b1211f548d18f0ea331588589114d8ed2eb2bb3e772237fed41be","block_sha256":"885f2110016b1211f548d18f0ea331588589114d8ed2eb2bb3e772237fed41be","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff/#blk_dcc4bd52-7043-460d-a869-c2e6552f7677"},{"id":"occ_f3dcc55f2c66646cb81cb47c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","work_id":"wrk_9bc2084d-1dcc-40ef-9cc9-a53fe61434c0","block_id":"blk_e3e0f49f-afd4-403f-b218-65c57fa05452","section_id":"sec_3bf0ad11-8704-4fc7-85e9-0b6ea16e537a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":105,"end":108,"exact":"HBM","quote":"ラーのCapExも急増する。市場は「AI Factory」「Sovereign AI」「液冷」「電力」「光」「HBM」といった言葉に反応し、関連株を広く買う。","quote_start":50,"quote_end":129,"text_sha256":"fcc47716e613290469f469a7c4615166481523ae837f8f615c3c88c6f01025ca","block_sha256":"fcc47716e613290469f469a7c4615166481523ae837f8f615c3c88c6f01025ca","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff/#blk_e3e0f49f-afd4-403f-b218-65c57fa05452"},{"id":"occ_a625e3f2ad8faeacd96f3f96","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","work_id":"wrk_9bc2084d-1dcc-40ef-9cc9-a53fe61434c0","block_id":"blk_fd8fc311-76ac-4531-ae5f-544a79163713","section_id":"sec_07924daf-8800-46b5-8ceb-8acbbf6dc0fd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":55,"end":58,"exact":"HBM","quote":"むしろ、AIは稼げる。  \nだからこそ、需要は強くなりすぎる。  \nしかし、電力、変圧器、冷却、建設、GPU、HBM、光接続が足りず、予定通り供給できない。","quote_start":0,"quote_end":78,"text_sha256":"44ff8600f1cf400b8d23b72867d4e6c244eb21034d2bb87a2f6bcf56721ca7d1","block_sha256":"44ff8600f1cf400b8d23b72867d4e6c244eb21034d2bb87a2f6bcf56721ca7d1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff/#blk_fd8fc311-76ac-4531-ae5f-544a79163713"},{"id":"occ_682a703e3975b9ec3c71e1f2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":0,"end":3,"exact":"HBM","quote":"HBMは本当に「最も高価なメモリー」なのか","quote_start":0,"quote_end":21,"text_sha256":"ab4418f6f60f3e51aac8e9ab9414803b3d7ac7f051db73f01b49d7912c3f462c","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/"},{"id":"occ_7b894fa06107880c1e95ff18","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_0304f608-ebea-4928-be04-0f1f3bab7921","section_id":"sec_bb0794d1-8be0-490e-84ae-7f37014fbcd9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMの計算前提","quote_start":0,"quote_end":11,"text_sha256":"6842eb7bdb9259486e487fee76067470a98f568bc1b3853f26b2608c940b7da9","block_sha256":"6842eb7bdb9259486e487fee76067470a98f568bc1b3853f26b2608c940b7da9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_0304f608-ebea-4928-be04-0f1f3bab7921"},{"id":"occ_42b41a2c89a079232955a7a5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_0596f7d9-b2e9-4522-938e-6a7dc2442389","section_id":"sec_729f97a9-d9d9-4179-a4d5-aed64d765e60","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"価格は世代、顧客、契約時期、数量によって大きく変わる。特にHBMの契約価格と、オンチップSRAM・レジスタの原価は公開されない。","quote_start":0,"quote_end":64,"text_sha256":"be1d422917c854bfab84afc17095b0daabb562380aafeee361a589d84d4afbdb","block_sha256":"be1d422917c854bfab84afc17095b0daabb562380aafeee361a589d84d4afbdb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_0596f7d9-b2e9-4522-938e-6a7dc2442389"},{"id":"occ_a81f45e3872df2e9a3adf48d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_0624192e-3ae5-4826-8f55-96cab65cdfd7","section_id":"sec_b8bb3966-0b92-49c4-a072-7a2148712838","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"同じ1GBを保存するなら、SRAMはHBMの、","quote_start":0,"quote_end":23,"text_sha256":"45fef7b4ba875c8474e77bafb1cd956b556cab84446e1cf11fae84f8dcca7320","block_sha256":"45fef7b4ba875c8474e77bafb1cd956b556cab84446e1cf11fae84f8dcca7320","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_0624192e-3ae5-4826-8f55-96cab65cdfd7"},{"id":"occ_5f794a88b2b9083232b9f328","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_08591f52-f272-425a-80f6-605fe596326d","section_id":"sec_4b8079f8-ac8a-4a87-a698-e0f38bd3756e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"SRAMとHBMは、価格の見方によって高低が逆転する。","quote_start":0,"quote_end":27,"text_sha256":"932470b735efc80d5676ce4cd7a73900c358a1b9d3c6aba702ce3efee8ffee5e","block_sha256":"932470b735efc80d5676ce4cd7a73900c358a1b9d3c6aba702ce3efee8ffee5e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_08591f52-f272-425a-80f6-605fe596326d"},{"id":"occ_3ede85dac5c3e6af6144e99b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_094a35e8-7e41-4c26-85a6-73762e3b400c","section_id":"sec_e990f83b-4216-443a-b62e-d7a83a39bee4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"> **HBM総額はSRAM総額の約47倍**","quote_start":0,"quote_end":23,"text_sha256":"ca7ad016e2c20dd725b454ce59dc04b03ef885adb6be77cd820ad08e5fbc3ec4","block_sha256":"ca7ad016e2c20dd725b454ce59dc04b03ef885adb6be77cd820ad08e5fbc3ec4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_094a35e8-7e41-4c26-85a6-73762e3b400c"},{"id":"occ_78e93049233ec234956a7b8f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_0b4e6dc3-39c7-4398-ad6a-c694f7b0bcdc","section_id":"sec_b8bb3966-0b92-49c4-a072-7a2148712838","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは高価なメモリーだが、先端ロジック工程上へ6トランジスタ型セルを並べるSRAMよりは、はるかに高密度に容量を作れる。","quote_start":0,"quote_end":61,"text_sha256":"7cd85b3f31d38c619ad9617611d1fac196c49c0b17a2e6f37cfea2a7b39a5e66","block_sha256":"7cd85b3f31d38c619ad9617611d1fac196c49c0b17a2e6f37cfea2a7b39a5e66","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_0b4e6dc3-39c7-4398-ad6a-c694f7b0bcdc"},{"id":"occ_5875e764483a58e87c28f934","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_0c431f11-1cf4-49f3-b406-587844dd66b1","section_id":"sec_490a78de-e94a-4c89-96f9-2de07500d8ab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"- SRAM：約150～300ドル\n- HBM：約10～15ドル\n- **SRAMが約10～30倍高い**","quote_start":0,"quote_end":53,"text_sha256":"07740440afb190ae231a294e43c2d3aaa745b7cde7dc58d8e2f2889333c0d219","block_sha256":"07740440afb190ae231a294e43c2d3aaa745b7cde7dc58d8e2f2889333c0d219","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_0c431f11-1cf4-49f3-b406-587844dd66b1"},{"id":"occ_525b4ab1955f8d4f041d46b4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_0c72602b-c7b6-47c3-901d-52a8152841ac","section_id":"sec_eae176b0-99d4-419e-8e19-e28ff8f8f236","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはAIアクセラレーターのパッケージに直接搭載されるため、ASIC受注と結びつきやすい部品です。","quote_start":0,"quote_end":50,"text_sha256":"ee176991c19012e9f7eaff546cd354a39b1543b8cbebe6bf3f1a05a97d5f2f50","block_sha256":"ee176991c19012e9f7eaff546cd354a39b1543b8cbebe6bf3f1a05a97d5f2f50","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_0c72602b-c7b6-47c3-901d-52a8152841ac"},{"id":"occ_ed16da0d05d71b905a3a2dfa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_0cd103a6-ddd0-4c05-a510-00a715a246d3","section_id":"sec_07bd0190-4541-49ed-9cd5-889bebd958c9","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"一方HBMは、24GBや36GBのスタックを4個、6個、8個と搭載する。MicronのHBM3Eは24GBまたは36GB、HBM4も36GBの12層構成を持つ。([Micron Technology](http","quote_start":0,"quote_end":105,"text_sha256":"5268b19051138500be913a9f6b977baf3136318c12bf181f5350b605a70aec3e","block_sha256":"5268b19051138500be913a9f6b977baf3136318c12bf181f5350b605a70aec3e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_0cd103a6-ddd0-4c05-a510-00a715a246d3"},{"id":"occ_47bacaf8ae459b2b5b19897c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_0e40cff8-2423-45a6-bc16-2e57f390f28d","section_id":"sec_eb8730d4-5638-43b2-953c-2fc634bffdcb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"SRAMは、DRAM・HBM・NANDと同じようにメモリー御三家だけが製造するものではありません。","quote_start":0,"quote_end":49,"text_sha256":"cee9f239cb6b472c855f910199e78de69494dcb0fb918f3a8a870419a7974c3f","block_sha256":"cee9f239cb6b472c855f910199e78de69494dcb0fb918f3a8a870419a7974c3f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_0e40cff8-2423-45a6-bc16-2e57f390f28d"},{"id":"occ_d1e9e259193b1e23087f1cea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_0e7311f6-779a-4374-977d-b4f25cfad2f1","section_id":"sec_8887730b-6d45-40e2-b449-b3dd74ebc20b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMの総量","quote_start":0,"quote_end":9,"text_sha256":"68bcbd1caa04ee3491d681657b42fe6e31bf160db69dc21288e7620cb70e3837","block_sha256":"68bcbd1caa04ee3491d681657b42fe6e31bf160db69dc21288e7620cb70e3837","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_0e7311f6-779a-4374-977d-b4f25cfad2f1"},{"id":"occ_af6da23be23924332cf75f91","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_0ef3f0e5-0d4c-45e0-a38a-505842381e53","section_id":"sec_1b1af77b-b4ac-4045-9a15-4c6e4a1d1db3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"> **HBMよりDRAM、さらにNANDの方が安い**","quote_start":0,"quote_end":28,"text_sha256":"6d514297ca40db8ac4e3e484dca3e87f3a5341e6742952e408a19e6d647c9ff6","block_sha256":"6d514297ca40db8ac4e3e484dca3e87f3a5341e6742952e408a19e6d647c9ff6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_0ef3f0e5-0d4c-45e0-a38a-505842381e53"},{"id":"occ_9b00f9d268ac1624ad9fcf21","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_1018c5ac-9436-4af7-aa69-426fdde8517e","section_id":"sec_3884c94d-ba4b-4149-ab24-9e771b722401","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## 6．1ラック当たりのHBMコスト","quote_start":0,"quote_end":19,"text_sha256":"d8ddc86cfa7f71c7ebd8609a7c75752bc2ececefafd34ee423a8e7fa4690aa9c","block_sha256":"d8ddc86cfa7f71c7ebd8609a7c75752bc2ececefafd34ee423a8e7fa4690aa9c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_1018c5ac-9436-4af7-aa69-426fdde8517e"},{"id":"occ_c96f5044651bef35e2e4e400","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_10859511-f4f8-4b1d-a8ac-ce7b5033668f","section_id":"sec_f0ed8239-70bf-496c-bd8b-244ae7f200a3","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"一方、Google TPU7xは1チップ当たり192GBのHBMを搭載します。これはASICだから必ずSRAM中心になるわけではなく、大規模モデル向けではHBMが引き続き中心になることを示しています。([Google Cloud Documentation](ht","quote_start":0,"quote_end":132,"text_sha256":"6300e570024bddda8bd481234b4b69e14b9788f3e3c69dc4b7132024289c4532","block_sha256":"6300e570024bddda8bd481234b4b69e14b9788f3e3c69dc4b7132024289c4532","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_10859511-f4f8-4b1d-a8ac-ce7b5033668f"},{"id":"occ_a1802ac9bcab46220de9c021","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_12c2c6cc-b586-44f1-bf6a-4ce2edc4125c","section_id":"sec_998ec5a2-c74b-4258-8a97-c32c617f7a2f","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM3","HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":10,"end":14,"exact":"HBM3","quote":"となる。別の推計でもHBM3は約15ドル／GBとされていた。2026年にはHBM3Eの一部供給価格を約20％引き上げる動きも報じられているため、世代や契約によっては15～20ドル／GB程度、HBM4ではさらに高くなる可能性がある","quote_start":0,"quote_end":114,"text_sha256":"2d8790c943b8562c9d58b14f182f9f25fba5f9091b103d477f11476646e9563f","block_sha256":"2d8790c943b8562c9d58b14f182f9f25fba5f9091b103d477f11476646e9563f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_12c2c6cc-b586-44f1-bf6a-4ce2edc4125c"},{"id":"occ_dd68afca90cdd4fe24cdd841","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_1362c3cf-b43f-486d-9c51-931c4585c2d8","section_id":"sec_aa8a15bb-823f-48eb-abb0-928c248909a2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"したがって総額では、HBMがSRAMの、","quote_start":0,"quote_end":20,"text_sha256":"da922d450ed24bce4af9d1790576a9e501ca8be860cbd984566b9976e6ddc2e0","block_sha256":"da922d450ed24bce4af9d1790576a9e501ca8be860cbd984566b9976e6ddc2e0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_1362c3cf-b43f-486d-9c51-931c4585c2d8"},{"id":"occ_dc844c2689b2bc8325c8e71a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_164adf9e-3d8b-4683-a892-d03892325166","section_id":"sec_2df73756-aebb-40ae-a040-5e8ddc8b142c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMを増やすべきケース","quote_start":0,"quote_end":15,"text_sha256":"0d02b8fa261bb66871467d375f8aa77735bff7e39867375d3787a523a8ed996c","block_sha256":"0d02b8fa261bb66871467d375f8aa77735bff7e39867375d3787a523a8ed996c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_164adf9e-3d8b-4683-a892-d03892325166"},{"id":"occ_441f2c9f1cf70bdb8377d555","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_1692e996-3604-4e54-a0f1-4773c1cc4526","section_id":"sec_aa4c86da-16e4-4fc1-b2fd-fc3d639967da","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":98,"end":101,"exact":"HBM","quote":"推薦、エッジ処理など、処理内容が決まっているASICでは、再利用するデータをオンチップSRAMへ明示的に置き、HBMやDRAMへのアクセスを減らせます。","quote_start":43,"quote_end":119,"text_sha256":"21ef8521f72e9c3bb1595cc8480c3a92272914e01ab6bfe58a00ecee030817e9","block_sha256":"21ef8521f72e9c3bb1595cc8480c3a92272914e01ab6bfe58a00ecee030817e9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_1692e996-3604-4e54-a0f1-4773c1cc4526"},{"id":"occ_b5d68d9ded8975c3f09c4e1d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_17685782-6b01-4337-88c6-1624b1872aa2","section_id":"sec_720187a0-a4e3-4acb-ba49-08fdd8f4062b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"これは実在する単一製品の構成ではなく、SRAMとHBMの容量・費用差を示すための標準化シナリオです。","quote_start":0,"quote_end":50,"text_sha256":"5de4cd4c99c7b0ef636bb9c7d1c2aef04de166f89e00778cda6d7dece38ebd31","block_sha256":"5de4cd4c99c7b0ef636bb9c7d1c2aef04de166f89e00778cda6d7dece38ebd31","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_17685782-6b01-4337-88c6-1624b1872aa2"},{"id":"occ_cf2ce9233d09c2859cac60b7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_1bc033de-548c-4621-bf51-335fbeb688c2","section_id":"sec_c51734dd-a052-4910-9d7c-7eeba851456d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"DRAM、HBM、NANDは、Samsung Electronics、SK hynix、Micronなどが独立したメモリーダイとして大量生産します。一方、AI ASICで使われるSRAMの大部分は、演算器や制御回路と","quote_start":0,"quote_end":108,"text_sha256":"e241cf4b11055088ceae54ec383c3165323be19c1358679b69e817e128940da3","block_sha256":"e241cf4b11055088ceae54ec383c3165323be19c1358679b69e817e128940da3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_1bc033de-548c-4621-bf51-335fbeb688c2"},{"id":"occ_22573e7ae4ebf2625c3888fe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_1be98ac3-9798-4f24-8131-50418f6e8120","section_id":"sec_21021d0e-059a-4e06-8fa0-d5633b486710","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"同じ1GBを実装するなら、オンチップSRAMはHBMよりはるかに高い。ところがAIアクセラレーター1個、あるいはラック全体のメモリー費用を合計すると、HBMの方が数十倍高くなる場合がある。","quote_start":0,"quote_end":94,"text_sha256":"9603c38ad111812fd3df9549f3b85dea00427ad6e3fc1203fe9a368e885ce500","block_sha256":"9603c38ad111812fd3df9549f3b85dea00427ad6e3fc1203fe9a368e885ce500","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_1be98ac3-9798-4f24-8131-50418f6e8120"},{"id":"occ_e4cdad163927282d80d93fbc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_1de18490-5141-44fe-8b23-6ca3f8ca85f7","section_id":"sec_b672a581-13df-4be5-b1be-44cb163cf7e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"- SRAM：0.25GB\n- HBM：192GB","quote_start":0,"quote_end":25,"text_sha256":"49e71582500f5f2abb34a92b534470cda02f04beba731ca49fc99a040b04746a","block_sha256":"49e71582500f5f2abb34a92b534470cda02f04beba731ca49fc99a040b04746a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_1de18490-5141-44fe-8b23-6ca3f8ca85f7"},{"id":"occ_2ce0f1f27df7103b5e096599","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_1ea465cf-9e52-4f42-94f6-250eb7ade094","section_id":"sec_00749093-feed-4075-90b3-02fc2f52c640","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"SamsungはHBM、先端パッケージ、ファウンドリーを組み合わせたカスタム・ターンキーサービスを以前から掲げています。([Samsung Semiconductor Global](https://semiconduct","quote_start":0,"quote_end":111,"text_sha256":"1ebe5f297022952f07bcfbff2c00d1c8f670c3e094fe34f09fafb76f8f077e3d","block_sha256":"1ebe5f297022952f07bcfbff2c00d1c8f670c3e094fe34f09fafb76f8f077e3d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_1ea465cf-9e52-4f42-94f6-250eb7ade094"},{"id":"occ_3b742bab5f4e71d6166f3087","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_1f16ba3f-048d-4250-82e1-df69f2782701","section_id":"sec_729f97a9-d9d9-4179-a4d5-aed64d765e60","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM3","HBM3E"],"evidence":{"text_basis":"markdown","start":139,"end":143,"exact":"HBM3","quote":" |\n| オンチップSRAM | 100～300ドル相当 | 先端ロジック上のシリコン・歩留まり価値 |\n| HBM3／HBM3E | 約14～20ドル | 公開BOM推計と価格動向 |\n| DDR5／LPDDR | 約5～11ドル | 大口契約・部品価格の例 |\n| NANDフラッシュ | DRAMより大幅に安い ","quote_start":84,"quote_end":243,"text_sha256":"dcf900d007baa80c94152fba7aa00efb20dd09aa9371bb5b532bb4676080622a","block_sha256":"dcf900d007baa80c94152fba7aa00efb20dd09aa9371bb5b532bb4676080622a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_1f16ba3f-048d-4250-82e1-df69f2782701"},{"id":"occ_2970b66fcfd890763e81982a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_24eadc96-c769-4e3d-9281-77d68ac15bbc","section_id":"sec_dbf4f8c4-611d-46fd-8ace-c1841d40422b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"> **SRAMは、少量でも非常に高価な高速メモリー。  \n> HBMは、1bit当たりではSRAMより安いが、数百GB単位で搭載するため総額が巨大になるメモリー。**","quote_start":0,"quote_end":84,"text_sha256":"2b9158dfe4866293f548a9fb1d3fd514282ff30239cfbff2a204153094bd5556","block_sha256":"2b9158dfe4866293f548a9fb1d3fd514282ff30239cfbff2a204153094bd5556","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_24eadc96-c769-4e3d-9281-77d68ac15bbc"},{"id":"occ_a1832763995fbb70b08f60b0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_257431c8-fc3a-47b9-bf60-f5b166a77623","section_id":"sec_515f64b1-753d-4d6a-b3e3-a001a8644042","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"SemiAnalysisは、HBMを標準DDR5の3倍以上、LPDDRをHBMの約5分の1のコストと説明している。([SemiAnalysis](https://newsletter.semianalysis.com/p/the-me","quote_start":0,"quote_end":117,"text_sha256":"af4bed8ce3f6ef6ce37710ad112db3b384b3447c04272e7ce225ec84a7ac8293","block_sha256":"af4bed8ce3f6ef6ce37710ad112db3b384b3447c04272e7ce225ec84a7ac8293","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_257431c8-fc3a-47b9-bf60-f5b166a77623"},{"id":"occ_7abedc97d453a723cc2f572e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_268db5a7-f7e5-4cfe-b4d6-b3966e147fb3","section_id":"sec_a82205f8-097e-41ef-b7d7-2f68d0fae9a2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"同じアクセラレーターを72個に増やしただけなら、SRAMとHBMの両方が72倍になる。","quote_start":0,"quote_end":43,"text_sha256":"74b0909becc320c64e7f3141d18ce37f638a55b3921b38813e491add1e0ec3e4","block_sha256":"74b0909becc320c64e7f3141d18ce37f638a55b3921b38813e491add1e0ec3e4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_268db5a7-f7e5-4cfe-b4d6-b3966e147fb3"},{"id":"occ_c45c85b515f15dcca2719f25","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_26eb13cc-de2b-4113-92bf-96dc9144fd01","section_id":"sec_998ec5a2-c74b-4258-8a97-c32c617f7a2f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"それでも、数百GBを搭載すれば、HBMの合計額が数千ドルになる理由は分かる。","quote_start":0,"quote_end":38,"text_sha256":"99ff34e7199f4ca5eb86db7c9f20f90b858069e420d776f6d150e1e550f9a95c","block_sha256":"99ff34e7199f4ca5eb86db7c9f20f90b858069e420d776f6d150e1e550f9a95c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_26eb13cc-de2b-4113-92bf-96dc9144fd01"},{"id":"occ_6ccd688a5ab3972211282585","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_271482f1-d935-4607-8378-e5f806c03de8","section_id":"sec_515f64b1-753d-4d6a-b3e3-a001a8644042","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMは通常DRAMより何倍高いのか","quote_start":0,"quote_end":21,"text_sha256":"d59a880a0c9e9885479189033685f9b0dc283fbf377a795c60e0d88b55cac19a","block_sha256":"d59a880a0c9e9885479189033685f9b0dc283fbf377a795c60e0d88b55cac19a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_271482f1-d935-4607-8378-e5f806c03de8"},{"id":"occ_4623e738df8991f3dbb9580e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_2717be2d-39c2-498e-952d-0c92e4fe74fb","section_id":"sec_f0ed8239-70bf-496c-bd8b-244ae7f200a3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":55,"end":58,"exact":"HBM","quote":"GPUはさまざまなモデルや計算へ対応する汎用アクセラレーターです。そのため、モデル全体やKVキャッシュを大容量HBMへ置き、ハードウェアキャッシュで必要な部分を取り込みます。","quote_start":0,"quote_end":87,"text_sha256":"ad015e0cbee4c7942f13e0390efced9c636003a17dc9b7507b81ae87d15262b0","block_sha256":"ad015e0cbee4c7942f13e0390efced9c636003a17dc9b7507b81ae87d15262b0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_2717be2d-39c2-498e-952d-0c92e4fe74fb"},{"id":"occ_19c6440da6c95be355a51015","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_28612600-e678-4abb-a0a7-28ee868a59ea","section_id":"sec_eae176b0-99d4-419e-8e19-e28ff8f8f236","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"```\nAIアクセラレーター\n├─ ASIC\n├─ SRAM\n└─ HBM\n\nAIサーバー・ラック\n├─ アクセラレーター\n├─ CPU\n├─ DRAM\n└─ SSD・NAND\n```","quote_start":0,"quote_end":92,"text_sha256":"5c48c85cf0b558cc8c3d17380e726141bf4885dd480717dc9c5fa2f9557878f5","block_sha256":"5c48c85cf0b558cc8c3d17380e726141bf4885dd480717dc9c5fa2f9557878f5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_28612600-e678-4abb-a0a7-28ee868a59ea"},{"id":"occ_4a6851f3a4f6bd3e7995bdca","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_290aed46-4172-44c7-a699-cd502ff0729d","section_id":"sec_22bb2275-1e65-4eeb-98aa-91180c8a5827","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"SamsungがASIC、HBM、パッケージ、テストをまとめて受ければ、歩留まり解析と設計修正を内部で回しやすくなります。これは性能以上に、量産立ち上げ速度に効く可能性があります。","quote_start":0,"quote_end":90,"text_sha256":"ac07d256611e3acc3bd5692585211e76443b60baa018e80907196691fb5c15dd","block_sha256":"ac07d256611e3acc3bd5692585211e76443b60baa018e80907196691fb5c15dd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_290aed46-4172-44c7-a699-cd502ff0729d"},{"id":"occ_4076c53da36a5d3ff243fd15","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_296dcecc-7dca-4299-9a15-c1524c410a3f","section_id":"sec_ebefbaca-9e0d-4425-91e8-e529d2cf1b68","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"- SRAM：約185ドル/GB\n- HBM：約11.5ドル/GB","quote_start":0,"quote_end":33,"text_sha256":"183400084f5020bee797f869c64a53fe5cbc80469d09923b9b61dd3b0c829d80","block_sha256":"183400084f5020bee797f869c64a53fe5cbc80469d09923b9b61dd3b0c829d80","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_296dcecc-7dca-4299-9a15-c1524c410a3f"},{"id":"occ_39304b731f56dafbb2ff2621","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_29f7695f-a5ce-4bb3-a370-357390081d5a","section_id":"sec_1b1af77b-b4ac-4045-9a15-4c6e4a1d1db3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"- レジスタ：演算器の真横にある専用の机\n- SRAM：都心の個室\n- HBM：高速エレベーター付きの高級高層住宅\n- DDR：郊外の大規模集合住宅\n- NAND：巨大な保管倉庫","quote_start":0,"quote_end":89,"text_sha256":"bd8eb990d840917ce3eb60847e787fa06387bdb96c25bb08f61b1ea9916de08c","block_sha256":"bd8eb990d840917ce3eb60847e787fa06387bdb96c25bb08f61b1ea9916de08c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_29f7695f-a5ce-4bb3-a370-357390081d5a"},{"id":"occ_e616e81b3cc55cfdce5b70a5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_2a9a0341-2b3f-41c7-bdfe-f4d40b037805","section_id":"sec_d8d37ef2-eae0-4994-9e13-ea1913d05f34","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"もう一つは、ASICと複数のHBMを接続する**CoWoSなどの先端パッケージ能力**です。","quote_start":0,"quote_end":46,"text_sha256":"4e0d7580ec2085df8f6678a62f745f53d952e4a8dccac7b47a0ce28bd4f7e3de","block_sha256":"4e0d7580ec2085df8f6678a62f745f53d952e4a8dccac7b47a0ce28bd4f7e3de","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_2a9a0341-2b3f-41c7-bdfe-f4d40b037805"},{"id":"occ_5ae0fccf64e71bb4cbbfff6c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_2af45d7e-cabd-4cba-8a96-af2a1b9d30d8","section_id":"sec_c4b538e9-2f34-45e6-9e1e-dfca16c47e53","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"- バッチ1などの低遅延推論\n- 同じデータを繰り返し使う\n- データフローを事前に固定できる\n- HBMアクセスを大幅に削減できる\n- 少ない容量で演算器の稼働率を高められる","quote_start":0,"quote_end":88,"text_sha256":"e02f41bcb520e7e59269ef11550c8c5f2ad0c40bd75038334243e3981b0ad6bc","block_sha256":"e02f41bcb520e7e59269ef11550c8c5f2ad0c40bd75038334243e3981b0ad6bc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_2af45d7e-cabd-4cba-8a96-af2a1b9d30d8"},{"id":"occ_8e97519f054e227357ab335d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_31583023-86aa-4a98-95b5-bcc064e1516f","section_id":"sec_dbf4f8c4-611d-46fd-8ace-c1841d40422b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"- SRAM：18GB、約2700～5400ドル\n- HBM：約13.8TB、約13.8万～20.7万ドル\n- **HBM総額が約26～77倍大きい**","quote_start":0,"quote_end":76,"text_sha256":"5298cd61be28fe03b3a03dd899db815ba968476490586853cdd91b7a6365654e","block_sha256":"5298cd61be28fe03b3a03dd899db815ba968476490586853cdd91b7a6365654e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_31583023-86aa-4a98-95b5-bcc064e1516f"},{"id":"occ_b4bc43ca8db05c16d4ec91e5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_3263230a-df10-4da8-a909-bd53cd669799","section_id":"sec_1b1af77b-b4ac-4045-9a15-4c6e4a1d1db3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"高級高層住宅であるHBMは、建物一棟では非常に高い。しかし1人当たりの床面積では、演算器の横を一人で占有するレジスタの方が高価である。","quote_start":0,"quote_end":67,"text_sha256":"e6f6921b62c2e1275b65b04cc6061bc2904db644b90788bb9c38edd01a7a440d","block_sha256":"e6f6921b62c2e1275b65b04cc6061bc2904db644b90788bb9c38edd01a7a440d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_3263230a-df10-4da8-a909-bd53cd669799"},{"id":"occ_83617bd68c84198be32fa3ec","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_33ee5abf-2a2a-40f1-a47f-7745817bb60b","section_id":"sec_e90ce8ba-9a50-4d91-b1e3-efb6046fbbf4","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":129,"end":132,"exact":"HBM","quote":"  ↓\n先端ファブの稼働率上昇\n       ↓\n歩留まりと設計実績が改善\n       ↓\nSamsung HBM採用率上昇\n       ↓\n先端パッケージ受注\n       ↓\nDRAM・SSDへクロスセル\n       ↓\n次世代ASICも継続受注\n```","quote_start":74,"quote_end":206,"text_sha256":"5e275e8efe5f386341ea469814aed3d9a6924e9e7cfe60defc944a4aa0336dc9","block_sha256":"5e275e8efe5f386341ea469814aed3d9a6924e9e7cfe60defc944a4aa0336dc9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_33ee5abf-2a2a-40f1-a47f-7745817bb60b"},{"id":"occ_24a30f0128f45f739a5f96fc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_3a7c1995-e44c-4254-86b6-3e3218400917","section_id":"sec_a82205f8-097e-41ef-b7d7-2f68d0fae9a2","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"ラック全体ではHBMだけで10万～20万ドルを超えるため、HBM価格の10％変動だけでも、ラック原価が1万～2万ドル程度変動し得る。","quote_start":0,"quote_end":66,"text_sha256":"35e520779fefc2b463c47700ddca4d6249fb28a3bb56992dc43040154018aff6","block_sha256":"35e520779fefc2b463c47700ddca4d6249fb28a3bb56992dc43040154018aff6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_3a7c1995-e44c-4254-86b6-3e3218400917"},{"id":"occ_38bf937e941b8d75a888e5a3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_3b70489d-b785-4715-a436-48101ee9d51e","section_id":"sec_aa4c86da-16e4-4fc1-b2fd-fc3d639967da","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"価格は1bit当たりではSRAMがHBMの**約9～31倍**高いと試算できます。一方、1ラックではHBM容量がSRAMの数百倍になるため、**HBMの総額がSRAMの約25～83倍**になるケースがあります。","quote_start":0,"quote_end":105,"text_sha256":"33312b3d392c781b01c92e18c800c2c22a831d39d6b2da180ba83ea03cd1b4a5","block_sha256":"33312b3d392c781b01c92e18c800c2c22a831d39d6b2da180ba83ea03cd1b4a5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_3b70489d-b785-4715-a436-48101ee9d51e"},{"id":"occ_10ad27508265d64ca656270b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_3c408a84-9e4c-43c4-8764-a549ba7ad3b8","section_id":"sec_b7ad2c90-4688-43ef-8047-5689af4f8de2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"SRAMセル、標準セル、I/O、HBMコントローラーなどは各ファウンドリーの製造工程に合わせて設計されています。","quote_start":0,"quote_end":56,"text_sha256":"b6ca8a4d692cab9a466f2e3ff87d18a4e1a106d0c3a93772ad8f1c95ab26850b","block_sha256":"b6ca8a4d692cab9a466f2e3ff87d18a4e1a106d0c3a93772ad8f1c95ab26850b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_3c408a84-9e4c-43c4-8764-a549ba7ad3b8"},{"id":"occ_a879050dc329f810b1a51204","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_3ca09d20-4ee1-4499-a880-91776bf46630","section_id":"sec_f911e2f1-b068-4f5f-b3c8-b325cde03e42","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"### HBM","quote_start":0,"quote_end":7,"text_sha256":"018f25d4d5811a1f247d631a338f1b8ab5561294aebb91c09e41589f32834eb9","block_sha256":"018f25d4d5811a1f247d631a338f1b8ab5561294aebb91c09e41589f32834eb9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_3ca09d20-4ee1-4499-a880-91776bf46630"},{"id":"occ_cc3f36ad6222684e9e92b4c4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_3d04dfaf-3970-4f42-b5eb-d5622cfa5acf","section_id":"sec_b4ad4f5d-283f-4303-abcd-1ecc7ed5b30e","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":2,"end":6,"exact":"HBM4","quote":"またHBM4ではI/O数がHBM3Eの1024本から2048本へ倍増し、ロジックベースダイの採用によって製造難度とコストが上昇する。TrendForceはHBM4の導入時プレミアムが30％を超える可能性を示してい","quote_start":0,"quote_end":106,"text_sha256":"944e93e1498756d342b7629f22e8319001d1682c5af726078403fa0d5ba3ca9e","block_sha256":"944e93e1498756d342b7629f22e8319001d1682c5af726078403fa0d5ba3ca9e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_3d04dfaf-3970-4f42-b5eb-d5622cfa5acf"},{"id":"occ_a707ed76ecb5c13dd7b02268","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_403bb069-ff18-4703-9c66-b969b0d2f509","section_id":"sec_c3d9d676-74ae-4c0b-a790-ea9af1f9cd2e","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":117,"end":120,"exact":"HBM","quote":"         ↓\nASIC内部のSRAMもSamsung工程\n            ↓\nSamsung HBMを組み合わせる\n            ↓\nSamsungの2.5Dパッケージで統合\n            ↓\nラック側にSamsung DDR・SSDを供給\n```","quote_start":62,"quote_end":204,"text_sha256":"c9d63f3d1403cd46a47fc21334ba969465fda94a139618bc2956272b009bd9e1","block_sha256":"c9d63f3d1403cd46a47fc21334ba969465fda94a139618bc2956272b009bd9e1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_403bb069-ff18-4703-9c66-b969b0d2f509"},{"id":"occ_7831ca23f4d2e9eac878f633","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_4296b039-384b-4530-8cc8-ae7d4b473802","section_id":"sec_dbf4f8c4-611d-46fd-8ace-c1841d40422b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"AI ASICの設計とは、SRAMかHBMのどちらかを選ぶ作業ではない。","quote_start":0,"quote_end":36,"text_sha256":"4b77826c86e87988b1a477c946b0574230705391a7405be26e8ead8779e7d911","block_sha256":"4b77826c86e87988b1a477c946b0574230705391a7405be26e8ead8779e7d911","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_4296b039-384b-4530-8cc8-ae7d4b473802"},{"id":"occ_4a8150fbdbcaa93dc9f85f41","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_42d0fd1e-0cac-4295-96b1-a846a9066d40","section_id":"sec_b2b328be-0fc5-4b4b-8f1e-2dd3f2760844","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"AIチップがSRAMだけでもHBMだけでも成立しないのは、この価格と性能の差があるからだ。","quote_start":0,"quote_end":45,"text_sha256":"a8d767997c5c739d2d49d80ca2d7948904df638767003da3f16671cb64cb834e","block_sha256":"a8d767997c5c739d2d49d80ca2d7948904df638767003da3f16671cb64cb834e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_42d0fd1e-0cac-4295-96b1-a846a9066d40"},{"id":"occ_37330691c90ec2b33c8f82a4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_4358870d-fd7b-4523-b215-c823385b3315","section_id":"sec_e990f83b-4216-443a-b62e-d7a83a39bee4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"理由は、HBMをSRAMの約750倍も搭載するからです。","quote_start":0,"quote_end":28,"text_sha256":"f5bce4e72738754da2f781cdb0e09cb19345060541c6884d8904fdbd4bd672fa","block_sha256":"f5bce4e72738754da2f781cdb0e09cb19345060541c6884d8904fdbd4bd672fa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_4358870d-fd7b-4523-b215-c823385b3315"},{"id":"occ_519a5b11f0254f70b6f63759","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_43cf516d-a994-422b-ad3c-f59ee83629e0","section_id":"sec_720187a0-a4e3-4acb-ba49-08fdd8f4062b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"SRAM容量にはMeta MTIAの256MB/チップ、HBM容量にはGoogle TPU7xの192GB/チップを使います。","quote_start":0,"quote_end":63,"text_sha256":"5ef531e568240ac55515771699bce50a9f16854b94eea7393b52dd58803e64dc","block_sha256":"5ef531e568240ac55515771699bce50a9f16854b94eea7393b52dd58803e64dc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_43cf516d-a994-422b-ad3c-f59ee83629e0"},{"id":"occ_ed031d695c18fba9602a9393","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_4402ca65-8d61-4f00-bcd9-d28f55aef66c","section_id":"sec_22bb2275-1e65-4eeb-98aa-91180c8a5827","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"- ASICダイ\n- SRAM\n- HBM\n- インターポーザー\n- 接合\n- 基板\n- 電源\n- 熱","quote_start":0,"quote_end":51,"text_sha256":"a707d761dd472a7bdcb364296d26cdc1063e1ebb0b91a4a83aaa68c652beebf2","block_sha256":"a707d761dd472a7bdcb364296d26cdc1063e1ebb0b91a4a83aaa68c652beebf2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_4402ca65-8d61-4f00-bcd9-d28f55aef66c"},{"id":"occ_043e787e0e4dba15ff213bb2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_445b7f86-d84b-47a0-939c-f9768d2dea34","section_id":"sec_b9c06a6c-26c3-4e09-9cc0-ba38e4bb2382","layer":"code","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":78,"end":81,"exact":"HBM","quote":"IC・SRAM\n├─ EMIB・Foveros\n└─ テスト・パッケージ\n\n外部企業\n├─ SK hynix HBM\n├─ Samsung HBM\n└─ Micron HBM\n```","quote_start":23,"quote_end":114,"text_sha256":"a66a62bebb9ee80051a4ab700f6f8d808ecc1188e99683032d5a0068a0b37076","block_sha256":"a66a62bebb9ee80051a4ab700f6f8d808ecc1188e99683032d5a0068a0b37076","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_445b7f86-d84b-47a0-939c-f9768d2dea34"},{"id":"occ_0944e1cadcba34c625612f95","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_44b57996-b73f-43b5-8448-8dd4bfbb7848","section_id":"sec_aa8a15bb-823f-48eb-abb0-928c248909a2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMの総額","quote_start":0,"quote_end":9,"text_sha256":"001ac90d60fc21cb0d417477bbd3f3a1cf3dfdc508a143ef6156d3b085d7cf79","block_sha256":"001ac90d60fc21cb0d417477bbd3f3a1cf3dfdc508a143ef6156d3b085d7cf79","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_44b57996-b73f-43b5-8448-8dd4bfbb7848"},{"id":"occ_a1b79b67b21a236a3e29a79d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_460b2ad6-e5de-40a9-b94b-ba8deb531e51","section_id":"sec_00749093-feed-4075-90b3-02fc2f52c640","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"```\nTSMC：ASIC\nSK hynix：HBM\nOSAT：パッケージ\n別企業：基板\n別企業：SSD\n```","quote_start":0,"quote_end":56,"text_sha256":"c4776639eeb29ebfe029507ba97fc5a155e7fee8427425ce12869d32eb33e272","block_sha256":"c4776639eeb29ebfe029507ba97fc5a155e7fee8427425ce12869d32eb33e272","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_460b2ad6-e5de-40a9-b94b-ba8deb531e51"},{"id":"occ_a5227d0d13ec09158396678c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_47d81efd-687a-4cfb-991d-059d5c89d411","section_id":"sec_f911e2f1-b068-4f5f-b3c8-b325cde03e42","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM容量はSRAM容量の、","quote_start":0,"quote_end":14,"text_sha256":"95c8f1fd40cfbcb4ee3df108ed4a4ac7ee5f183c889d6d8509aa40ba7cd414a2","block_sha256":"95c8f1fd40cfbcb4ee3df108ed4a4ac7ee5f183c889d6d8509aa40ba7cd414a2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_47d81efd-687a-4cfb-991d-059d5c89d411"},{"id":"occ_89d38dbe29eafb572f5a72f1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_484125f4-7af6-442a-b9f2-67920569a9ae","section_id":"sec_07bd0190-4541-49ed-9cd5-889bebd958c9","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"```\nGPUロジックダイ　○○ドル\nHBM　　　　　　○○ドル\n先端パッケージ　○○ドル\n```","quote_start":0,"quote_end":49,"text_sha256":"e3568a83c33d5298c54aa7226e4803ebf529d0f4bc3c36b26f8876d299947f2f","block_sha256":"e3568a83c33d5298c54aa7226e4803ebf529d0f4bc3c36b26f8876d299947f2f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_484125f4-7af6-442a-b9f2-67920569a9ae"},{"id":"occ_f40382627708c603b29e6b53","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_489d6de9-24ba-4440-a353-734a0aace987","section_id":"sec_1ba07b2f-493e-48ab-a9d2-7fc4fe6e2c40","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"> **レジスタ ＞ SRAM ＞ HBM ＞ DDR・LPDDR ＞ NAND**","quote_start":0,"quote_end":42,"text_sha256":"746ae2de2bc864b38d3548297e03b1e67a566ce301e18ac1feb860373bdc9518","block_sha256":"746ae2de2bc864b38d3548297e03b1e67a566ce301e18ac1feb860373bdc9518","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_489d6de9-24ba-4440-a353-734a0aace987"},{"id":"occ_8bc3d1e7f8e84173c9ff585e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_4a07be91-d5de-49b3-a645-c18769cbca48","section_id":"sec_b8bb3966-0b92-49c4-a072-7a2148712838","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"- SRAM：200ドル／GB\n- HBM：12ドル／GB","quote_start":0,"quote_end":29,"text_sha256":"9178f374a5bfb8904a859e53776c71752fd0e127f077afad35d8d70897f95847","block_sha256":"9178f374a5bfb8904a859e53776c71752fd0e127f077afad35d8d70897f95847","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_4a07be91-d5de-49b3-a645-c18769cbca48"},{"id":"occ_61a2cba630c7020fe7402512","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_4a801f13-0639-49d8-9162-6253dd7df074","section_id":"sec_447b85c2-c2ed-4f90-87b1-409d1827b55e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":2,"end":7,"exact":"HBM3E","quote":"- HBM3E：約9～11ドル／GB\n- HBM4：約14～16ドル／GB","quote_start":0,"quote_end":37,"text_sha256":"5a7d6e75bfba0816ad363aeffab39f84064cd562fc1edfb76d9742f417345b8a","block_sha256":"5a7d6e75bfba0816ad363aeffab39f84064cd562fc1edfb76d9742f417345b8a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_4a801f13-0639-49d8-9162-6253dd7df074"},{"id":"occ_1821d2eb9fdde92c28b6a02f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_4ca13b3e-8161-43db-9177-e5e6cea76e4e","section_id":"sec_e990f83b-4216-443a-b62e-d7a83a39bee4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"組み合わせによって変わりますが、HBM総額はSRAM総額の、","quote_start":0,"quote_end":30,"text_sha256":"80972417616233fdb5845741393215750ca2cf64838860712ac334d9fda4c3b4","block_sha256":"80972417616233fdb5845741393215750ca2cf64838860712ac334d9fda4c3b4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_4ca13b3e-8161-43db-9177-e5e6cea76e4e"},{"id":"occ_2ec57a6d995d4348f0d77d5e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_50a3431f-174d-461f-b76d-94909d38db44","section_id":"sec_fe5b292e-1737-42f6-a020-b02a71dbfdcb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは外付けなので高価でも追加容量を増やしやすい。一方SRAMは、少量を増やすだけでもAI ASICのダイ設計そのものへ影響します。","quote_start":0,"quote_end":67,"text_sha256":"3ae0ec550b4b298533e1977885f4e4adbe285866e89dfa62159343357f0f606d","block_sha256":"3ae0ec550b4b298533e1977885f4e4adbe285866e89dfa62159343357f0f606d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_50a3431f-174d-461f-b76d-94909d38db44"},{"id":"occ_0290a586a941d2a448f877cd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_51622730-fd7b-4bde-adf4-2ecb3d8e779d","section_id":"sec_4e695214-a7a1-41ea-9511-c9af61fdb310","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"- オンチップSRAM：256MB＝0.25GB\n- HBM：192GB\n- 1ラック当たり：72アクセラレーター","quote_start":0,"quote_end":57,"text_sha256":"b9acdf002e0d5616f1199d471c2c48955e5e7abf6ff7aedc45c20770ee35ac62","block_sha256":"b9acdf002e0d5616f1199d471c2c48955e5e7abf6ff7aedc45c20770ee35ac62","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_51622730-fd7b-4bde-adf4-2ecb3d8e779d"},{"id":"occ_81d70b70e5a211b6a52e195f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_53d6c4fb-de1d-4c72-922b-b9a76720adb5","section_id":"sec_b4ad4f5d-283f-4303-abcd-1ecc7ed5b30e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"- シリコンインターポーザー\n- HBMベースダイ\n- 2.5Dパッケージ\n- 高密度基板\n- HBMとASICの実装\n- Known Good Dieの選別\n- 完成後のテスト\n- パッケージ歩留まり","quote_start":0,"quote_end":101,"text_sha256":"c21ecaefd9a6ad2a9392b4b3b52eefbbf87ea8d2409c584ef7174ccd3cf6a4e8","block_sha256":"c21ecaefd9a6ad2a9392b4b3b52eefbbf87ea8d2409c584ef7174ccd3cf6a4e8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_53d6c4fb-de1d-4c72-922b-b9a76720adb5"},{"id":"occ_5175671121f9291bb9c7332d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_57c26d48-4e17-428a-8fc6-e16e9d6c592c","section_id":"sec_b8bb3966-0b92-49c4-a072-7a2148712838","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"> **1bit当たりではSRAMがHBMの約10～30倍高い**","quote_start":0,"quote_end":33,"text_sha256":"d27d2309cff7205c930015510b21a5f9687d0feeeba07b8ee4c6ef7742435a34","block_sha256":"d27d2309cff7205c930015510b21a5f9687d0feeeba07b8ee4c6ef7742435a34","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_57c26d48-4e17-428a-8fc6-e16e9d6c592c"},{"id":"occ_9b57d0e61f5d0cb7897e8cdc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_5c3c2787-fd9a-424c-9acc-453b7fc7ea73","section_id":"sec_c51734dd-a052-4910-9d7c-7eeba851456d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"AI半導体の供給網を理解するとき、まず整理しておきたいのは、**SRAMとDRAM・HBM・NANDでは製造の位置づけが異なる**という点です。","quote_start":0,"quote_end":72,"text_sha256":"e9f3e2f414b488b718d218eb1b69e38d09364e67f0ee6ade380a0e1ce7969b94","block_sha256":"e9f3e2f414b488b718d218eb1b69e38d09364e67f0ee6ade380a0e1ce7969b94","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_5c3c2787-fd9a-424c-9acc-453b7fc7ea73"},{"id":"occ_af2f939b94281d2711c5558e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_5cb30d1c-f475-43ae-abb4-2fdfc3b2b347","section_id":"sec_3fe3d9ca-b292-45df-9c87-8130a8dced5c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"## 5．ASICとHBMを一体で握ることの強み","quote_start":0,"quote_end":24,"text_sha256":"f6b98763126a243f91a93ae0e23e04d6c9a478c3fe019aa5047d158f7329fd2c","block_sha256":"f6b98763126a243f91a93ae0e23e04d6c9a478c3fe019aa5047d158f7329fd2c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_5cb30d1c-f475-43ae-abb4-2fdfc3b2b347"},{"id":"occ_5088a6231ed30e4b86cc2d13","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_5cf6c1dc-6148-40c8-a337-3ff7bc861916","section_id":"sec_f158520c-7832-4a59-b034-8db9e374b49a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"## 追記：1bitではSRAM、総額ではHBMが高くなる理由","quote_start":0,"quote_end":31,"text_sha256":"7490c9552ff64d078b5cbf1acd4939c825aa706a8a25b2dff1874bab8e536a63","block_sha256":"7490c9552ff64d078b5cbf1acd4939c825aa706a8a25b2dff1874bab8e536a63","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_5cf6c1dc-6148-40c8-a337-3ff7bc861916"},{"id":"occ_412371e79b66f11639dfa9aa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_5d2ff859-502e-4b4c-b931-54dd30a946b8","section_id":"sec_aa4c86da-16e4-4fc1-b2fd-fc3d639967da","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"- **SRAM重視ASIC**：Meta MTIA、Groq LPU型\n- **HBM重視ASIC**：Google TPU型\n- **SRAM＋HBM併用型**：多くの大規模AI ASIC","quote_start":0,"quote_end":96,"text_sha256":"980ec6e20a79279170c2d3ac57e9e975d9c1bd85a0eb522519a6cfe3c1f0e087","block_sha256":"980ec6e20a79279170c2d3ac57e9e975d9c1bd85a0eb522519a6cfe3c1f0e087","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_5d2ff859-502e-4b4c-b931-54dd30a946b8"},{"id":"occ_2ca6b2c923a7b2f3815cc8bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_5db370d7-062a-42df-b2e6-22d68f875fa5","section_id":"sec_a82205f8-097e-41ef-b7d7-2f68d0fae9a2","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"```\n1アクセラレーター\nSRAM：50ドル\nHBM：2304ドル\n差：約46倍\n\n72アクセラレーター\nSRAM：3600ドル\nHBM：16万5888ドル\n差：約46倍\n```","quote_start":0,"quote_end":90,"text_sha256":"b70eb3f05ed9d60d92399c44cbde7721d2d1442e34b06cf14ecb2872549c5750","block_sha256":"b70eb3f05ed9d60d92399c44cbde7721d2d1442e34b06cf14ecb2872549c5750","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_5db370d7-062a-42df-b2e6-22d68f875fa5"},{"id":"occ_e7963f12fa3da1686a9106db","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_5e64718a-5a40-4814-97d7-6ea3a7754539","section_id":"sec_71c3a1f0-1605-4af9-a8ec-9984ffc466f0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"256MB SRAM＋192GB HBMの比較モデル","quote_start":0,"quote_end":26,"text_sha256":"35e813e2b25028635a1056b19d4d027f9a2cf7322296f3474e54b20fe8158a6b","block_sha256":"35e813e2b25028635a1056b19d4d027f9a2cf7322296f3474e54b20fe8158a6b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_5e64718a-5a40-4814-97d7-6ea3a7754539"},{"id":"occ_048e5eabb3e54de026104033","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_653fa192-e3f6-4671-b545-d07aa11327f7","section_id":"sec_aa8a15bb-823f-48eb-abb0-928c248909a2","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":83,"end":86,"exact":"HBM","quote":"単価 | 推定総額 |\n| SRAM | 0.25GB | 150～300ドル | 約38～75ドル |\n| HBM | 192GB | 10～15ドル | 約1920～2880ドル |\n```","quote_start":28,"quote_end":125,"text_sha256":"9c498b45c4996ec075549570c878f232197702470cb45e632720719544cadb68","block_sha256":"9c498b45c4996ec075549570c878f232197702470cb45e632720719544cadb68","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_653fa192-e3f6-4671-b545-d07aa11327f7"},{"id":"occ_f9adb4451a7d9c770bc318aa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_6564f69f-639f-431f-9697-cd107ed0581d","section_id":"sec_b4ad4f5d-283f-4303-abcd-1ecc7ed5b30e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"## 8．HBM総額にはさらに費用が加わる","quote_start":0,"quote_end":21,"text_sha256":"ddb012c931d4d32fb3428dbd34e0c1cc6c16ae2c44bf15b07bd8c559bcddb885","block_sha256":"ddb012c931d4d32fb3428dbd34e0c1cc6c16ae2c44bf15b07bd8c559bcddb885","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_6564f69f-639f-431f-9697-cd107ed0581d"},{"id":"occ_953952b36e0c6ef48bf4ee5f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_69c7f12a-9053-43c6-a4da-7953ad7a2925","section_id":"sec_76525ed8-5438-412b-bf43-7239401bdb52","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"3D積層はSRAMをHBM並みに安くする技術ではない。**巨大な単一ダイにSRAMを追加するより、経済的に容量を増やしやすくする技術**である。","quote_start":0,"quote_end":72,"text_sha256":"342ae918c08650ea35b25f6acbff4c121ac86c6365122e0b24361335ce495115","block_sha256":"342ae918c08650ea35b25f6acbff4c121ac86c6365122e0b24361335ce495115","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_69c7f12a-9053-43c6-a4da-7953ad7a2925"},{"id":"occ_cdcf445a25ecbaf3bf889c35","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_6ac08b99-d02d-4ba4-9aea-f14c3b8b314c","section_id":"sec_8887730b-6d45-40e2-b449-b3dd74ebc20b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"容量だけでも、HBMはSRAMの768倍である。","quote_start":0,"quote_end":24,"text_sha256":"5312d4824f880c411bc696c6315051c19c2cb047674d259c93016a4373f29afe","block_sha256":"5312d4824f880c411bc696c6315051c19c2cb047674d259c93016a4373f29afe","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_6ac08b99-d02d-4ba4-9aea-f14c3b8b314c"},{"id":"occ_7a1bfca28d8b99619cdc5f5d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_6b906603-836b-44e0-8818-bef5da389f3b","section_id":"sec_b9c06a6c-26c3-4e09-9cc0-ba38e4bb2382","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"EMIB-Tは将来のHBM搭載を想定した大規模パッケージ向け技術として位置づけられています。([Intel Community](https://community.intel.com/t5/Blogs/Intel-Found","quote_start":0,"quote_end":113,"text_sha256":"fa96509735e119cd7e99de1d8797b07b34729f02cf60542cf6f16f15cde72543","block_sha256":"fa96509735e119cd7e99de1d8797b07b34729f02cf60542cf6f16f15cde72543","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_6b906603-836b-44e0-8818-bef5da389f3b"},{"id":"occ_88a5f4da13f30e6ee5ef9f95","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_6bb157ec-f40b-40d1-9feb-4a1ac209e42a","section_id":"sec_e990f83b-4216-443a-b62e-d7a83a39bee4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"- 1bit当たり：SRAMが約16倍高い\n- 1ラック総額：HBMが約47倍高い","quote_start":0,"quote_end":41,"text_sha256":"322fea8ecc4a832dfbd703e621c51a0a5d0d61c5a79395f6cb89ae19c71d0691","block_sha256":"322fea8ecc4a832dfbd703e621c51a0a5d0d61c5a79395f6cb89ae19c71d0691","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_6bb157ec-f40b-40d1-9feb-4a1ac209e42a"},{"id":"occ_fe11457bc81c84ed61861d6b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_6ca18113-ebc8-4c3f-99fd-907d2adf2caa","section_id":"sec_447b85c2-c2ed-4f90-87b1-409d1827b55e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM3E","quote":"HBM3Eの12層品は1スタック36GB。MicronとSamsungはいずれも36GB品を公開している。([Micron Technology](https://www.micron.com/about/bl","quote_start":0,"quote_end":105,"text_sha256":"c1e6003733249821a5b825d25336895f1771ba9660d871d1baade990de346060","block_sha256":"c1e6003733249821a5b825d25336895f1771ba9660d871d1baade990de346060","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_6ca18113-ebc8-4c3f-99fd-907d2adf2caa"},{"id":"occ_d212853cccf6b2d0026048f6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_6dc1f36e-289c-46c9-b1c6-595faed9f55c","section_id":"sec_bb0794d1-8be0-490e-84ae-7f37014fbcd9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM価格は顧客、世代、選別、契約量で変わり、正式価格は非公開です。","quote_start":0,"quote_end":34,"text_sha256":"a13f537857d6cd4ea7fb4a820726b8535fb874dab5d91b523992fe979073f5e1","block_sha256":"a13f537857d6cd4ea7fb4a820726b8535fb874dab5d91b523992fe979073f5e1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_6dc1f36e-289c-46c9-b1c6-595faed9f55c"},{"id":"occ_3a985b5f7352c0055f5feaf8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_6df0a93e-f990-487e-85c4-fc039c03e6f6","section_id":"sec_da44235c-f067-4c6c-8d24-43fca37ac329","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"- 行列演算器\n- レジスタ\n- L1・L2キャッシュ\n- スクラッチパッド\n- SRAMバッファ\n- HBMコントローラー\n- 高速通信回路","quote_start":0,"quote_end":71,"text_sha256":"0d12e962a9bbaf7ffb7ae6feb3fafcb014377785c65f1860cc9c176c1185c837","block_sha256":"0d12e962a9bbaf7ffb7ae6feb3fafcb014377785c65f1860cc9c176c1185c837","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_6df0a93e-f990-487e-85c4-fc039c03e6f6"},{"id":"occ_3131b45d07ef0987890b3332","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_6e775df5-fea2-43df-b672-c1c8fe339474","section_id":"sec_eb8730d4-5638-43b2-953c-2fc634bffdcb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"> **外部AI ASICを十分な歩留まりで量産し、Samsung製HBMとパッケージの採用率を高め、その顧客関係をDRAM・SSDへ広げられるか**","quote_start":0,"quote_end":75,"text_sha256":"907c1a65f917a6ddafced84e0cfe2a8915ee9fb825d39545ddacacbcf8a66c5d","block_sha256":"907c1a65f917a6ddafced84e0cfe2a8915ee9fb825d39545ddacacbcf8a66c5d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_6e775df5-fea2-43df-b672-c1c8fe339474"},{"id":"occ_9bbc53026a9a2192165a794b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_6ea686e7-c0b2-4d9f-b1a8-63c5d084d909","section_id":"sec_b9c06a6c-26c3-4e09-9cc0-ba38e4bb2382","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"Samsungのような完全垂直統合ではありませんが、顧客が複数社のHBMやチップレットを自由に組み合わせたい場合には、それが中立性という強みになります。","quote_start":0,"quote_end":76,"text_sha256":"0f2762dbb4729d5ab155e2ba665a8a4a5ec356b94113f6845e07cd9aa847682e","block_sha256":"0f2762dbb4729d5ab155e2ba665a8a4a5ec356b94113f6845e07cd9aa847682e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_6ea686e7-c0b2-4d9f-b1a8-63c5d084d909"},{"id":"occ_04d1aa87c4000130705da2ac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_6f7c21ae-f3fb-422b-9324-4c1247b2785e","section_id":"sec_0dbad813-a9a0-434a-ad47-6538b1ed2286","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"```\n少量の高価なSRAMを追加\n        ↓\nHBMアクセス回数を削減\n        ↓\n必要帯域と消費電力を削減\n        ↓\n演算器の稼働率を向上\n```","quote_start":0,"quote_end":88,"text_sha256":"3e5f621a72aefe93aac69a3d1ea6b750a48bd541e9945bcc9a6cfaa703987ba6","block_sha256":"3e5f621a72aefe93aac69a3d1ea6b750a48bd541e9945bcc9a6cfaa703987ba6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_6f7c21ae-f3fb-422b-9324-4c1247b2785e"},{"id":"occ_fdc1226f6d6ea60fe6e43cbd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_6f9a1092-4be3-471b-9b6f-a76cc16b2980","section_id":"sec_447b85c2-c2ed-4f90-87b1-409d1827b55e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"> **HBM：約10～15ドル／GB**","quote_start":0,"quote_end":21,"text_sha256":"794cffd28d4607be022db5768ae55b773dad0a8b9ff078dd16fade274c9fb139","block_sha256":"794cffd28d4607be022db5768ae55b773dad0a8b9ff078dd16fade274c9fb139","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_6f9a1092-4be3-471b-9b6f-a76cc16b2980"},{"id":"occ_794e067fbc4b13e818d7fe87","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_7370d205-eaef-473e-a982-f74d2cc235fb","section_id":"sec_0dbad813-a9a0-434a-ad47-6538b1ed2286","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBMから同じ重みを繰り返し読まない\n- 中間結果を外部へ書き戻さない\n- 行列演算のタイルを再利用する\n- ホットなKVキャッシュを保持する\n- 演算器の待ち時間を短くする","quote_start":0,"quote_end":89,"text_sha256":"b8aaebbac959eb8c0ed69c58c2884501c38667a97cd731fafa699aa7dde716bf","block_sha256":"b8aaebbac959eb8c0ed69c58c2884501c38667a97cd731fafa699aa7dde716bf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_7370d205-eaef-473e-a982-f74d2cc235fb"},{"id":"occ_29675f2f45cab74a663bf11e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_744bea9f-9f93-4f64-9429-901059e7f693","section_id":"sec_8cfa90ed-d809-492a-a692-8f46b9fda5e9","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":57,"end":60,"exact":"HBM","quote":"`\nAI ASICロジックダイ\n├─ 演算器\n├─ レジスタ\n├─ オンチップSRAM\n├─ 制御回路\n├─ HBMコントローラー\n└─ 高速I/O\n\n外部\n├─ HBM\n├─ CPU側DRAM\n└─ SSD・NAND\n```","quote_start":2,"quote_end":115,"text_sha256":"050d55ec4df0cb0bafbffcf80d898a436727e77487c2c974be3ede5e0388b7fa","block_sha256":"050d55ec4df0cb0bafbffcf80d898a436727e77487c2c974be3ede5e0388b7fa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_744bea9f-9f93-4f64-9429-901059e7f693"},{"id":"occ_6e474ff8a3f7e9eef304efea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_76c459d0-5e2b-4a6e-9415-52d1cad6d0d2","section_id":"sec_aa8a15bb-823f-48eb-abb0-928c248909a2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"> **HBM総額はSRAM総額の約46倍**","quote_start":0,"quote_end":23,"text_sha256":"c448c17d65de064e4f67ff6bda6205417b01f92829a8118f2fc70bf27b8f7746","block_sha256":"c448c17d65de064e4f67ff6bda6205417b01f92829a8118f2fc70bf27b8f7746","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_76c459d0-5e2b-4a6e-9415-52d1cad6d0d2"},{"id":"occ_b5f49299ba426b5a63999402","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_76c4cf50-1d98-4ec2-a11d-0b23a721a855","section_id":"sec_bf0ec203-50cc-40ef-8c58-48c7fda1f94e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"SRAMには、HBMのような「1GBいくら」という市場価格がありません。AI ASICのロジックダイ内部へ埋め込まれているためです。","quote_start":0,"quote_end":66,"text_sha256":"569d10993803d94496a536bb26b2ba1c3d219ccb92d7ab2a37c7af2c53e33365","block_sha256":"569d10993803d94496a536bb26b2ba1c3d219ccb92d7ab2a37c7af2c53e33365","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_76c4cf50-1d98-4ec2-a11d-0b23a721a855"},{"id":"occ_c712ee2ce535ad3e7759aa6e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_78788969-6fa7-482e-9349-18b2198390b9","section_id":"sec_cc75c0ab-30b3-4236-9d0b-c54dcdbddb4a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"AI ASICの経済性を考えるときは、SRAMとHBMの部品価格だけでなく、","quote_start":0,"quote_end":38,"text_sha256":"06f51c8206a7ae7ed9ab5626390f33c8c2243cdae07ac9038031dad37d41d702","block_sha256":"06f51c8206a7ae7ed9ab5626390f33c8c2243cdae07ac9038031dad37d41d702","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_78788969-6fa7-482e-9349-18b2198390b9"},{"id":"occ_c3561507ef46577bf87ac49e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_790336c9-7701-45c4-9682-74595e2e4fda","section_id":"sec_fbdceb25-fd48-4d8c-96a3-a8633c887aa1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"であり、やはりHBM総額はSRAMの**約46倍**になる。","quote_start":0,"quote_end":30,"text_sha256":"56424d0304e77c4c4c4bd449db5d008c3dc1aa9002e53f8b8eaadd996a267a85","block_sha256":"56424d0304e77c4c4c4bd449db5d008c3dc1aa9002e53f8b8eaadd996a267a85","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_790336c9-7701-45c4-9682-74595e2e4fda"},{"id":"occ_c97242127ac2cb80a79b7556","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_79aa03c3-c373-43ce-aa98-88b7608e167d","section_id":"sec_cc75c0ab-30b3-4236-9d0b-c54dcdbddb4a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"> **HBMの総額はSRAMの約25～83倍**","quote_start":0,"quote_end":25,"text_sha256":"0bc689af893fd8f4d0765ccd6b32fd1ba4a219e2e52640c6e9b77c4285694d6b","block_sha256":"0bc689af893fd8f4d0765ccd6b32fd1ba4a219e2e52640c6e9b77c4285694d6b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_79aa03c3-c373-43ce-aa98-88b7608e167d"},{"id":"occ_0e6dd6bd9fca901c4713ae2c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_7ae68e50-bdb2-4576-b2d6-b3509b436c84","section_id":"sec_fbdceb25-fd48-4d8c-96a3-a8633c887aa1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMのラック総額","quote_start":0,"quote_end":12,"text_sha256":"9db80f670dbcc0d5543f7bdb63a38822d475c4d4b13065e9bb6ad8a1f1d8db1b","block_sha256":"9db80f670dbcc0d5543f7bdb63a38822d475c4d4b13065e9bb6ad8a1f1d8db1b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_7ae68e50-bdb2-4576-b2d6-b3509b436c84"},{"id":"occ_d8d2658e253130e9d2a857a3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_7c93e0e5-a0c3-4a5e-bea0-ebd43b1cbc13","section_id":"sec_e990f83b-4216-443a-b62e-d7a83a39bee4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"- SRAM：約3410ドル\n- HBM：約15万9000ドル","quote_start":0,"quote_end":31,"text_sha256":"6d5345acb33a324e183c207e1de5f9612b493d2b0a002179134ae31de3064b42","block_sha256":"6d5345acb33a324e183c207e1de5f9612b493d2b0a002179134ae31de3064b42","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_7c93e0e5-a0c3-4a5e-bea0-ebd43b1cbc13"},{"id":"occ_0bcb78830092e13eb72287e1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_7cc8c16f-61e5-4551-a9b1-b0f08aab908a","section_id":"sec_b7ad2c90-4688-43ef-8047-5689af4f8de2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":81,"end":84,"exact":"HBM","quote":"\n- 回路配置の再設計\n- タイミング検証\n- 消費電力検証\n- マスクの再作成\n- ソフトウェア再検証\n- HBMとパッケージの再認証","quote_start":26,"quote_end":94,"text_sha256":"ac6ef0132f69979be1f8c228bd2349c52ef05dc1e4a7f3683edfb60cd2fe8017","block_sha256":"ac6ef0132f69979be1f8c228bd2349c52ef05dc1e4a7f3683edfb60cd2fe8017","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_7cc8c16f-61e5-4551-a9b1-b0f08aab908a"},{"id":"occ_369f5a8e170780a9af62c595","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_7d4162c3-c68b-4897-a6e3-ec07921722f2","section_id":"sec_b9c06a6c-26c3-4e09-9cc0-ba38e4bb2382","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"ただしIntelは現在、SamsungのようにHBMやNANDを自社供給できません。","quote_start":0,"quote_end":42,"text_sha256":"581a5bd875f4257b59ac59e90eba6f7baf2c5d784b86f79c727b806e9e26654e","block_sha256":"581a5bd875f4257b59ac59e90eba6f7baf2c5d784b86f79c727b806e9e26654e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_7d4162c3-c68b-4897-a6e3-ec07921722f2"},{"id":"occ_dad8decbce270c05df15a488","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_7e4e3e18-0597-47bf-9d5d-1bf7f7fa866d","section_id":"sec_704e1b91-ccdb-4bb4-8def-d227517950d1","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"したがってHBMが15～20ドル／GBなら、オンチップSRAMは、同容量当たりでHBMの**5～20倍程度**高くなり得る。","quote_start":0,"quote_end":62,"text_sha256":"3e75a20e57ffbe8dfac99c82b4a271c9c591da428cb91ee381f10dae2babc119","block_sha256":"3e75a20e57ffbe8dfac99c82b4a271c9c591da428cb91ee381f10dae2babc119","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_7e4e3e18-0597-47bf-9d5d-1bf7f7fa866d"},{"id":"occ_85e10cf723a4f547bb30943c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_7e91d3f9-78dc-427f-9d6a-1582a661b80c","section_id":"sec_998ec5a2-c74b-4258-8a97-c32c617f7a2f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":7,"end":12,"exact":"HBM3E","quote":"MicronのHBM3Eは1スタック当たり24GBまたは36GBで、1.2TB/sを超える帯域を持つ。([Micron Technology](https://www.micron.com/products/memory/h","quote_start":0,"quote_end":112,"text_sha256":"8cd07bdec6e4b2abd79c7db73f4d4321e1bfafd52aa8bd4e43dc2e6a90bf19df","block_sha256":"8cd07bdec6e4b2abd79c7db73f4d4321e1bfafd52aa8bd4e43dc2e6a90bf19df","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_7e91d3f9-78dc-427f-9d6a-1582a661b80c"},{"id":"occ_fcacbf7e0d31b2e5b8f7bc10","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_7ed8ea35-bbe2-45e2-8c71-4904e27cf2ab","section_id":"sec_9f0c6b86-c499-4cbe-bba1-aec656a33167","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"> **SRAMはHBMの約9～31倍高い**","quote_start":0,"quote_end":23,"text_sha256":"c7550b69b34b0dd746c3ad6c83af98b7a1498ecce9b0cd2a542650713984ebe4","block_sha256":"c7550b69b34b0dd746c3ad6c83af98b7a1498ecce9b0cd2a542650713984ebe4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_7ed8ea35-bbe2-45e2-8c71-4904e27cf2ab"},{"id":"occ_b0e493e26acb69c1e75dac60","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_82ffe313-466e-4068-9025-09c7f3240b3b","section_id":"sec_cc75c0ab-30b3-4236-9d0b-c54dcdbddb4a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"> **SRAMを増やしてHBMアクセスを減らした結果、ラック全体で何個のアクセラレーターが必要になるか**","quote_start":0,"quote_end":54,"text_sha256":"720bb4a53b79191b40a4521e22c5fe2a454e947afb37c83319220ac22f4b12c0","block_sha256":"720bb4a53b79191b40a4521e22c5fe2a454e947afb37c83319220ac22f4b12c0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_82ffe313-466e-4068-9025-09c7f3240b3b"},{"id":"occ_dd1af3efebd1ba80937eed83","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_84f7ca66-873c-4310-a31c-9df46c6a6113","section_id":"sec_221201a2-56b7-4747-9817-08d16afe222f","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"オンチップSRAMから演算器へデータを渡す速度、ASICからHBMへの配線、HBMベースダイ、パッケージの熱設計まで一体で決まります。","quote_start":0,"quote_end":67,"text_sha256":"6930efed0afcbc7346429c19722b92a1a35596e627438d8f33e3eb0f8cb8b496","block_sha256":"6930efed0afcbc7346429c19722b92a1a35596e627438d8f33e3eb0f8cb8b496","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_84f7ca66-873c-4310-a31c-9df46c6a6113"},{"id":"occ_aa1b967401f284d980fb938e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_8569d4c0-666b-41a0-8388-f319872398aa","section_id":"sec_bb0794d1-8be0-490e-84ae-7f37014fbcd9","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM3","HBM3E"],"evidence":{"text_basis":"markdown","start":2,"end":6,"exact":"HBM3","quote":"- HBM3：約15ドル/GB\n- 80GBのH100向けHBM：約1150ドル\n- 2026年の36GB HBM3E：約300ドル前後、約8.3ドル/GB","quote_start":0,"quote_end":78,"text_sha256":"7afc24c532ae7138dd14f124a59564c907335952af3a2d35847a9b89afabf9b4","block_sha256":"7afc24c532ae7138dd14f124a59564c907335952af3a2d35847a9b89afabf9b4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_8569d4c0-666b-41a0-8388-f319872398aa"},{"id":"occ_0eb01f131f89b538e8fda746","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_866f4878-ce75-4be4-99bc-d26eb93bca80","section_id":"sec_e990f83b-4216-443a-b62e-d7a83a39bee4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"## 7．1ラックで見ると、HBMはSRAMの何倍高いのか","quote_start":0,"quote_end":29,"text_sha256":"59dbbf7bc4a5b8f72c25f2af499ba839065942acba5b18fa90c49aacc3df0332","block_sha256":"59dbbf7bc4a5b8f72c25f2af499ba839065942acba5b18fa90c49aacc3df0332","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_866f4878-ce75-4be4-99bc-d26eb93bca80"},{"id":"occ_5114e3b5a606c4e4633f4ff7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_87539a26-16ef-4dcc-b67d-b7fc95c88254","section_id":"sec_ca56be7f-cce2-49ae-8a1b-174f37c88fe2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":66,"end":69,"exact":"HBM","quote":"プ原価が50ドル増えても、推論性能が上がってラックに必要なアクセラレーター数を1基減らせるなら、数千ドル規模のHBMやパッケージ費用を削減できる可能性がある。","quote_start":11,"quote_end":90,"text_sha256":"fae53cddfc375aaa146fd7a83c37b9ef2a2728ecbea2f4ec55ae72335de309c1","block_sha256":"fae53cddfc375aaa146fd7a83c37b9ef2a2728ecbea2f4ec55ae72335de309c1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_87539a26-16ef-4dcc-b67d-b7fc95c88254"},{"id":"occ_5e97a49b4d6898ababbfa443","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_877980d0-90e0-4658-8415-a24bc1088d18","section_id":"sec_07bd0190-4541-49ed-9cd5-889bebd958c9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"## 6．なぜHBMが一番高く見えるのか","quote_start":0,"quote_end":20,"text_sha256":"80ef037f3dba95a97bb3f0e3d7f99401e26bb05fb3f15e2bd7e77df6d29e9855","block_sha256":"80ef037f3dba95a97bb3f0e3d7f99401e26bb05fb3f15e2bd7e77df6d29e9855","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_877980d0-90e0-4658-8415-a24bc1088d18"},{"id":"occ_0205f3177599363ff6a61abd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_87ca5169-fffe-4dbf-bda9-a7553985ccf6","section_id":"sec_c3d9d676-74ae-4c0b-a790-ea9af1f9cd2e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"- **Foundry**：ASIC、演算器、組み込みSRAM\n- **Memory**：HBM、DDR、LPDDR\n- **Flash**：NAND、エンタープライズSSD\n- **Advanced Packaging**：2.5D、3D、チップレット統合\n- **System LSI・設計基","quote_start":0,"quote_end":148,"text_sha256":"e467949e4e34abea9bb30f5f513b48a9223664f3c3b7cd3bffa9b1bb6f495d97","block_sha256":"e467949e4e34abea9bb30f5f513b48a9223664f3c3b7cd3bffa9b1bb6f495d97","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_87ca5169-fffe-4dbf-bda9-a7553985ccf6"},{"id":"occ_0354e55b3503efe6ab498848","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_8da0c4ba-15e0-40d4-8f58-5f130b98d55d","section_id":"sec_07bd0190-4541-49ed-9cd5-889bebd958c9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":43,"end":46,"exact":"HBM","quote":"そのため、1GB当たりではSRAMより安くても、**搭載容量が数百倍大きいので総額ではHBMが最大になる**。","quote_start":0,"quote_end":55,"text_sha256":"b7229efe398d2170cc171d5bf9a8bd70e6dd9b711611f19fe11e462df764443a","block_sha256":"b7229efe398d2170cc171d5bf9a8bd70e6dd9b711611f19fe11e462df764443a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_8da0c4ba-15e0-40d4-8f58-5f130b98d55d"},{"id":"occ_4af4a6274e4d1e8297ced9d3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_9445d166-3ce1-4e21-829a-47b5a0fd6e34","section_id":"sec_ac4b4c22-4c11-4b12-a644-21c993adb108","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"さらに実際のHBMシステムでは、","quote_start":0,"quote_end":16,"text_sha256":"b5b45ad09261a071b9a864b72756af12630c9994bd4eb0846e142e1a7cb65ec4","block_sha256":"b5b45ad09261a071b9a864b72756af12630c9994bd4eb0846e142e1a7cb65ec4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_9445d166-3ce1-4e21-829a-47b5a0fd6e34"},{"id":"occ_a7ae889df729f897f58fb202","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_944e6958-b668-47a7-a2eb-ec39b41ea318","section_id":"sec_ebefbaca-9e0d-4425-91e8-e529d2cf1b68","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"SRAMが高い理由は、HBMが高密度なDRAMセルを専用メモリー工程で作るのに対し、SRAMは先端ロジック工程上で6個前後のトランジスタを1bitごとに使用するためです。","quote_start":0,"quote_end":85,"text_sha256":"b3ae114c30195ee423a91099a280a5ddf46d6ab4dc4060ff20377f8c30bd1cfa","block_sha256":"b3ae114c30195ee423a91099a280a5ddf46d6ab4dc4060ff20377f8c30bd1cfa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_944e6958-b668-47a7-a2eb-ec39b41ea318"},{"id":"occ_6b9ed31d2fb3a08b4464c3b4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_95e26855-0ef3-4935-9ef1-c474ba74188c","section_id":"sec_aa4c86da-16e4-4fc1-b2fd-fc3d639967da","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"ただし、学習用TPUや大規模生成AI向けASICは大量のHBMも必要です。したがって、","quote_start":0,"quote_end":43,"text_sha256":"47d88b38f909b76c89b844404e87a2a53953783f864d63939f08b3292bc9b126","block_sha256":"47d88b38f909b76c89b844404e87a2a53953783f864d63939f08b3292bc9b126","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_95e26855-0ef3-4935-9ef1-c474ba74188c"},{"id":"occ_303957944847987256757c0f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_96a9f1aa-8d5e-415e-8337-e8c15dcb70a0","section_id":"sec_bb0794d1-8be0-490e-84ae-7f37014fbcd9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"> **HBM：約8～15ドル/GB**","quote_start":0,"quote_end":20,"text_sha256":"03be933d3a89f5be07520ee8aed66a68fd5e480aacea14f5bfa4fe14d16c20a2","block_sha256":"03be933d3a89f5be07520ee8aed66a68fd5e480aacea14f5bfa4fe14d16c20a2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_96a9f1aa-8d5e-415e-8337-e8c15dcb70a0"},{"id":"occ_8fabc7c28f7ea4ddda075e99","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_9b018528-48da-414e-ac90-3bafa4d7bd6e","section_id":"sec_aa4c86da-16e4-4fc1-b2fd-fc3d639967da","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## SRAMとHBMの総容量で価格比較","quote_start":0,"quote_end":20,"text_sha256":"3e78aab838a16372acc7122603cbfc72eb55131d167847babbcced04302e1fcd","block_sha256":"3e78aab838a16372acc7122603cbfc72eb55131d167847babbcced04302e1fcd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_9b018528-48da-414e-ac90-3bafa4d7bd6e"},{"id":"occ_8e1fbaa7af1bfdbdfe9c98cc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_9f19fa5a-5558-4f0d-8ab5-bbfc5460a0fc","section_id":"sec_447b85c2-c2ed-4f90-87b1-409d1827b55e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMも正式な契約価格は公開されていないが、世代と容量から概算できる。","quote_start":0,"quote_end":35,"text_sha256":"08b95a96767af9de3610026f8332f197f199fe644c74fc6b8235ec2f54d6b603","block_sha256":"08b95a96767af9de3610026f8332f197f199fe644c74fc6b8235ec2f54d6b603","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_9f19fa5a-5558-4f0d-8ab5-bbfc5460a0fc"},{"id":"occ_9d1a0264165fdbd7d51d57d8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_a05632e7-fb49-461c-a24a-92bd07824d51","section_id":"sec_71c3a1f0-1605-4af9-a8ec-9984ffc466f0","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"- SRAM：約38～75ドル\n- HBM：約1920～2880ドル\n- **HBM総額が約26～77倍大きい**","quote_start":0,"quote_end":57,"text_sha256":"c5baf93ea633f7c30b92e8942988b931082ff934a60af25ecd01f5bcab5f80b2","block_sha256":"c5baf93ea633f7c30b92e8942988b931082ff934a60af25ecd01f5bcab5f80b2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_a05632e7-fb49-461c-a24a-92bd07824d51"},{"id":"occ_63cca814fe553bfde24eb78c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_a0c652d1-539b-45ff-9803-6e049272410c","section_id":"sec_ca56be7f-cce2-49ae-8a1b-174f37c88fe2","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBMアクセス回数を減らす\n- HBM帯域を節約する\n- データ移動電力を減らす\n- 演算器の待機時間を短縮する\n- 1チップ当たりの処理性能を高める","quote_start":0,"quote_end":77,"text_sha256":"b14646cd562704020d5c381e0226745ab7d9122db7a695ee4500d044dd665932","block_sha256":"b14646cd562704020d5c381e0226745ab7d9122db7a695ee4500d044dd665932","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_a0c652d1-539b-45ff-9803-6e049272410c"},{"id":"occ_d83eab769c0d9faaad30c462","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_a29bc885-15a9-48b3-9a5a-3145f1546646","section_id":"sec_b2b328be-0fc5-4b4b-8f1e-2dd3f2760844","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが高価であること自体は間違いではない。","quote_start":0,"quote_end":22,"text_sha256":"a461a80a0a328147ae51bccfa610aa663d3abf386212577b763795883cfe0b94","block_sha256":"a461a80a0a328147ae51bccfa610aa663d3abf386212577b763795883cfe0b94","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_a29bc885-15a9-48b3-9a5a-3145f1546646"},{"id":"occ_1f17e7c4d7af922386bdced0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_a2ad9a97-6b10-4dfa-abeb-d71a4f9cc184","section_id":"sec_221201a2-56b7-4747-9817-08d16afe222f","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"- SRAM容量とHBM帯域の配分\n- HBMコントローラー\n- ベースダイ\n- 信号電圧\n- 電力管理\n- パッケージ配線\n- 熱設計","quote_start":0,"quote_end":68,"text_sha256":"03dd2e734e61355a616e1ba680763ff7fc32008e4ae9c6ea32b5c502e066ac9d","block_sha256":"03dd2e734e61355a616e1ba680763ff7fc32008e4ae9c6ea32b5c502e066ac9d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_a2ad9a97-6b10-4dfa-abeb-d71a4f9cc184"},{"id":"occ_d6bd6191cdf3e3342a3d9ffa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_a55e22f6-8e48-4cfd-9673-83376fac14b2","section_id":"sec_ca56be7f-cce2-49ae-8a1b-174f37c88fe2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"したがってASIC設計で重要なのは、SRAMとHBMの単純な価格差ではなく、","quote_start":0,"quote_end":38,"text_sha256":"d85f5f61205804aaef466610ea7daca64d566e3f2f150b1fd9ca0286c2e63aa9","block_sha256":"d85f5f61205804aaef466610ea7daca64d566e3f2f150b1fd9ca0286c2e63aa9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_a55e22f6-8e48-4cfd-9673-83376fac14b2"},{"id":"occ_73a3502314773ca456defffe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_a9e5d44e-fecf-45dc-b257-e9dab5adc3a0","section_id":"sec_50c5767e-8558-45e6-93b8-f97cf11bd7e7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"ラック総額だけを見るとHBMが圧倒的に高く、SRAMは小さな費用に見える。","quote_start":0,"quote_end":37,"text_sha256":"6a1cd4fed5e118cd3406d62741c38c20f14fffc95a3c55882102198cf9f15b06","block_sha256":"6a1cd4fed5e118cd3406d62741c38c20f14fffc95a3c55882102198cf9f15b06","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_a9e5d44e-fecf-45dc-b257-e9dab5adc3a0"},{"id":"occ_bf775a62c7fb14aa392382e4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_aace65e3-4ef5-48b7-b871-43eb88ec22c2","section_id":"sec_cc75c0ab-30b3-4236-9d0b-c54dcdbddb4a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"> **SRAMは少量でも非常に高価。  \n> HBMは1bit当たりでは安いが、搭載量が桁違いに多いため総額が大きい。**","quote_start":0,"quote_end":62,"text_sha256":"d57b3736fe77ae56883083bfba530cad8558045ab42508d1e6f7cf6ba208b56d","block_sha256":"d57b3736fe77ae56883083bfba530cad8558045ab42508d1e6f7cf6ba208b56d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_aace65e3-4ef5-48b7-b871-43eb88ec22c2"},{"id":"occ_a43657c8b37b41fdd0713860","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_ae84e2af-1efd-4aed-b745-cd897168eaf4","section_id":"sec_b2b328be-0fc5-4b4b-8f1e-2dd3f2760844","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":58,"end":61,"exact":"HBM","quote":"\n今計算している値　　　→ レジスタ\n何度も再利用する値　　→ SRAM\nモデル全体・Active KV → HBM\n退避・大容量作業領域　→ DDR・LPDDR\n保存データ　　　　　　→ NAND\n```","quote_start":3,"quote_end":106,"text_sha256":"e28dbc2fda04b1de4882bdc0424d969c22656b9823a019ec4a862abd92704d10","block_sha256":"e28dbc2fda04b1de4882bdc0424d969c22656b9823a019ec4a862abd92704d10","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_ae84e2af-1efd-4aed-b745-cd897168eaf4"},{"id":"occ_a92ad208efd06c89888c6236","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_b1f74044-54f5-4156-b6bb-cc4024c1d894","section_id":"sec_eb8730d4-5638-43b2-953c-2fc634bffdcb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":88,"end":91,"exact":"HBM","quote":"もSRAMを含むASICを製造する\n- Intelも18AでSRAMを含むASICを製造できる\n- DRAM・HBM・NANDは別の専用メモリー事業で製造する","quote_start":33,"quote_end":112,"text_sha256":"b36f7367d6dd1e11b424b3b5e50709f8ed8038db66cf41d793eb3686fc977085","block_sha256":"b36f7367d6dd1e11b424b3b5e50709f8ed8038db66cf41d793eb3686fc977085","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_b1f74044-54f5-4156-b6bb-cc4024c1d894"},{"id":"occ_67ea77f589a9ca3a92b4154a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_b302954a-204f-430f-ad8b-2af92e02d98b","section_id":"sec_100de779-ada2-41ab-8d3a-32e40cec2aef","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"同じ72チップに192GBずつHBMを搭載した場合と比べると、HBM総額はSRAM総額の約13～43倍です。","quote_start":0,"quote_end":54,"text_sha256":"2850b6a6462b79e144c36e64ff83a279736fe03de9e655e389e189f7111b5576","block_sha256":"2850b6a6462b79e144c36e64ff83a279736fe03de9e655e389e189f7111b5576","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_b302954a-204f-430f-ad8b-2af92e02d98b"},{"id":"occ_63c4f1ece8dbcf8efd839ba0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_b44ab45f-5026-4e21-9558-416afe3869e8","section_id":"sec_dbf4f8c4-611d-46fd-8ace-c1841d40422b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"この逆転は、HBMの搭載容量がSRAMの768倍あるために起きる。","quote_start":0,"quote_end":33,"text_sha256":"f1059ec47bc3b51b859e11e3d4fef11542e377f8c52f27b9038b8bd09bd4a857","block_sha256":"f1059ec47bc3b51b859e11e3d4fef11542e377f8c52f27b9038b8bd09bd4a857","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_b44ab45f-5026-4e21-9558-416afe3869e8"},{"id":"occ_5e5ccd7fd112f25cfdb711d7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_b48db9c6-f6fc-4234-bace-eb6393da588f","section_id":"sec_0dbad813-a9a0-434a-ad47-6538b1ed2286","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"例えば256MBのSRAMを追加しても、256GBのHBMやDRAMが不要になるわけではない。","quote_start":0,"quote_end":47,"text_sha256":"6b667823a70d937c3906648948389f1b8d299d6a1d5563c90b3d8587b1caf19d","block_sha256":"6b667823a70d937c3906648948389f1b8d299d6a1d5563c90b3d8587b1caf19d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_b48db9c6-f6fc-4234-bace-eb6393da588f"},{"id":"occ_3a92428c6a038f55d5f72922","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_b6b785b5-db0e-4736-b83c-309745c4691d","section_id":"sec_8f313445-f40a-4b64-b1d0-fd75a3c714bd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## レジスタ・SRAM・HBM・DRAMを、1bit当たりと製品総額の両方から比較する","quote_start":0,"quote_end":44,"text_sha256":"8d54038862f7d8209176d013d9bf8bbe08bc051f40a0a0e88c894b205c5cc936","block_sha256":"8d54038862f7d8209176d013d9bf8bbe08bc051f40a0a0e88c894b205c5cc936","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_b6b785b5-db0e-4736-b83c-309745c4691d"},{"id":"occ_85f332ac057e7b3c0b0df4aa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_b6fd3188-c794-4320-b3fa-8e59647726f5","section_id":"sec_b672a581-13df-4be5-b1be-44cb163cf7e1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM容量はSRAM容量の、","quote_start":0,"quote_end":14,"text_sha256":"95c8f1fd40cfbcb4ee3df108ed4a4ac7ee5f183c889d6d8509aa40ba7cd414a2","block_sha256":"95c8f1fd40cfbcb4ee3df108ed4a4ac7ee5f183c889d6d8509aa40ba7cd414a2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_b6fd3188-c794-4320-b3fa-8e59647726f5"},{"id":"occ_29f6baafe1ef4c39c1fd690e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_b8ef8899-67f4-4c0d-ba26-053c2a815740","section_id":"sec_cc75c0ab-30b3-4236-9d0b-c54dcdbddb4a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"> **SRAM：約2500～4500ドル**  \n> **HBM：約11万～20.7万ドル**","quote_start":0,"quote_end":48,"text_sha256":"96a256716da9e73a0bb4acceb594863e7111ff85c8fb9bbddc87b75f2a626de6","block_sha256":"96a256716da9e73a0bb4acceb594863e7111ff85c8fb9bbddc87b75f2a626de6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_b8ef8899-67f4-4c0d-ba26-053c2a815740"},{"id":"occ_114077048c8ade32729a65cf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_ba1ddb4c-8a1f-452e-8f08-aaadf2e563ed","section_id":"sec_ca56be7f-cce2-49ae-8a1b-174f37c88fe2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"256MBのSRAMを追加しても、192GBのHBMを不要にはできない。","quote_start":0,"quote_end":36,"text_sha256":"8c8e658a9681eec3d51977fbf2f87db024e170238facafc53fd7af38f943c1db","block_sha256":"8c8e658a9681eec3d51977fbf2f87db024e170238facafc53fd7af38f943c1db","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_ba1ddb4c-8a1f-452e-8f08-aaadf2e563ed"},{"id":"occ_eae4173d09829811bf54fdcd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_bc3fa051-f218-42d0-a189-01b3be1a0e72","section_id":"sec_4e695214-a7a1-41ea-9511-c9af61fdb310","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"256MBのオンチップメモリーはMetaのMTIA、192GBのHBMはGoogleのTPU7x、72台構成はMetaのラック設計を参考にしている。ただし、これらは同一製品の仕様ではなく、SRAMとHBMの経済性を比較するために組み合わせた仮想モデルである。MetaのM","quote_start":0,"quote_end":135,"text_sha256":"ac8c74eca2f6f5ae8f370661b08aeeb2c3ded9c6eb6abd9c550be12a1a57ed7a","block_sha256":"ac8c74eca2f6f5ae8f370661b08aeeb2c3ded9c6eb6abd9c550be12a1a57ed7a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_bc3fa051-f218-42d0-a189-01b3be1a0e72"},{"id":"occ_bcbcf520c42aae1183f32cd4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_bdb3cca6-318c-4f8b-b3a4-5b872ed433c2","section_id":"sec_00749093-feed-4075-90b3-02fc2f52c640","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"- ロジックウェハー\n- HBM\n- パッケージ\n- テスト","quote_start":0,"quote_end":30,"text_sha256":"90255a823d94c30bbc205246e8107153c58f9d31ed41cccf3848f054efeba8b8","block_sha256":"90255a823d94c30bbc205246e8107153c58f9d31ed41cccf3848f054efeba8b8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_bdb3cca6-318c-4f8b-b3a4-5b872ed433c2"},{"id":"occ_9b4485317ae05bc81178f3f7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_be60b999-6941-41fd-a4b4-d4400a9c4892","section_id":"sec_fe5b292e-1737-42f6-a020-b02a71dbfdcb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"ラック全体の金額ではHBMより小さく見えますが、**AI ASICのダイ内部ではSRAMは非常に重いコスト要因**です。","quote_start":0,"quote_end":60,"text_sha256":"324ac8716f31cafdd1ee89a2b31631d24c1732d95cdfbe89d5e02457aebbebf8","block_sha256":"324ac8716f31cafdd1ee89a2b31631d24c1732d95cdfbe89d5e02457aebbebf8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_be60b999-6941-41fd-a4b4-d4400a9c4892"},{"id":"occ_0398c8011ad9bdd259778b70","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_c35cfd4c-bab4-4f65-9181-fceec2aa319e","section_id":"sec_8f313445-f40a-4b64-b1d0-fd75a3c714bd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"AI半導体の価格を見ていると、HBMは特別に高価なメモリーに見える。","quote_start":0,"quote_end":34,"text_sha256":"8cefbf3fac606649520b49c012b06f106dcad48347912437841e65c45ba61d81","block_sha256":"8cefbf3fac606649520b49c012b06f106dcad48347912437841e65c45ba61d81","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_c35cfd4c-bab4-4f65-9181-fceec2aa319e"},{"id":"occ_0ac3f709c44dfed0d90db703","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_c520360a-ba8b-4838-88bb-0e8678c12c18","section_id":"sec_515f64b1-753d-4d6a-b3e3-a001a8644042","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"通常時のHBMは、一般的なDDR5より1GB当たり数倍高い。","quote_start":0,"quote_end":30,"text_sha256":"268d8ff0de6720050107e4bcd3d9ef9d377bf1224cd831597da97e05bdd99874","block_sha256":"268d8ff0de6720050107e4bcd3d9ef9d377bf1224cd831597da97e05bdd99874","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_c520360a-ba8b-4838-88bb-0e8678c12c18"},{"id":"occ_e0c9037bc161ee7ddca4cd5c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_caa7c821-828c-473d-83b1-e683a296b235","section_id":"sec_9f0c6b86-c499-4cbe-bba1-aec656a33167","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"> **SRAM：約135～245ドル/GB**  \n> **HBM：約8～15ドル/GB**","quote_start":0,"quote_end":47,"text_sha256":"c4def968fa42b13b8a3f7ff29ff8168bae45bad1ea7e59963ae5a0bea78b2a9c","block_sha256":"c4def968fa42b13b8a3f7ff29ff8168bae45bad1ea7e59963ae5a0bea78b2a9c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_caa7c821-828c-473d-83b1-e683a296b235"},{"id":"occ_2c7aa444667bb70ae9f181d0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_cd62b9f3-d2f8-4409-b299-0b4098965a43","section_id":"sec_e90ce8ba-9a50-4d91-b1e3-efb6046fbbf4","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"1. AI ASICウェハー\n2. ASIC内部のSRAM面積\n3. HBM\n4. HBMベースダイ\n5. インターポーザー\n6. 先端パッケージ\n7. テスト\n8. サーバーDRAM\n9. eSSD・NAND","quote_start":0,"quote_end":105,"text_sha256":"07d1c69072f374a6bbb6cecd60c86f6e68d0a02e5aef8ea7312d24dc1e080207","block_sha256":"07d1c69072f374a6bbb6cecd60c86f6e68d0a02e5aef8ea7312d24dc1e080207","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_cd62b9f3-d2f8-4409-b299-0b4098965a43"},{"id":"occ_4504f9449a07c780e96d4daf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_cffde8fc-41d0-4185-9722-997172fdd3c1","section_id":"sec_0badf3fc-e4d1-4d91-92af-f039cf2e2e5f","layer":"code","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"```\n| SRAM容量／ASIC | SRAM総額 | HBM総額 | HBMとの差 |\n| 256MB | 50ドル | 2304ドル | HBMが約46倍 |\n| 512MB | 100ドル | 2304ドル | 約23倍 |\n| 1GB | 200ドル |","quote_start":0,"quote_end":132,"text_sha256":"ba65ab7499b1995c5e133471c13e1ec3bb3d43947a2ac15ea2dcf48aec355969","block_sha256":"ba65ab7499b1995c5e133471c13e1ec3bb3d43947a2ac15ea2dcf48aec355969","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_cffde8fc-41d0-4185-9722-997172fdd3c1"},{"id":"occ_7002486a9ec5cf96e20f7902","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_d2acf57f-7b41-4582-aa09-26927e534594","section_id":"sec_221201a2-56b7-4747-9817-08d16afe222f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"SamsungがロジックとHBMの両方を供給すれば、","quote_start":0,"quote_end":26,"text_sha256":"c7f7285c65f209f7508f7084c105d586b4dfdacfc36b0d1f70ef619fca4a549a","block_sha256":"c7f7285c65f209f7508f7084c105d586b4dfdacfc36b0d1f70ef619fca4a549a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_d2acf57f-7b41-4582-aa09-26927e534594"},{"id":"occ_a8f62b62416b5738fe331dae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_d5798894-9e75-4917-ac79-5588a944b5e8","section_id":"sec_221201a2-56b7-4747-9817-08d16afe222f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"Samsung Foundryは、ロジック、HBM、先端パッケージを統一した開発環境で共同最適化することを明示しています。([Samsung Semiconductor Global](https://semiconductor.samsung.co","quote_start":0,"quote_end":125,"text_sha256":"63e751ab781e817212a091d9d92a64e549db8dee0345f8a846aef4e19d404704","block_sha256":"63e751ab781e817212a091d9d92a64e549db8dee0345f8a846aef4e19d404704","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_d5798894-9e75-4917-ac79-5588a944b5e8"},{"id":"occ_9a934a102dc90181096a3308","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_d7076e44-693d-4e9d-ae8b-08c91ea0f845","section_id":"sec_b4ad4f5d-283f-4303-abcd-1ecc7ed5b30e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"ここまでのHBM価格は主にメモリースタック単体の推定である。","quote_start":0,"quote_end":30,"text_sha256":"59dda3c157dad620c17e1a92f16234a26c19bef9a33b34cd9333960de78efc73","block_sha256":"59dda3c157dad620c17e1a92f16234a26c19bef9a33b34cd9333960de78efc73","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_d7076e44-693d-4e9d-ae8b-08c91ea0f845"},{"id":"occ_c7fa86752be2c9625d88d2ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_d7e9882d-fe77-4a53-ab58-7c4cd20b3f32","section_id":"sec_fbdceb25-fd48-4d8c-96a3-a8633c887aa1","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":"| 構成 | 総容量 | 推定総額 |\n| SRAM | 18GB | 約2,700～5,400ドル |\n| HBM | 約13.8TB | 約13.8万～20.7万ドル |\n```","quote_start":4,"quote_end":95,"text_sha256":"dad3d7bc2f731c205c9ed5922be54d009352569d0269bbb03a51c2d23bbdd5e0","block_sha256":"dad3d7bc2f731c205c9ed5922be54d009352569d0269bbb03a51c2d23bbdd5e0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_d7e9882d-fe77-4a53-ab58-7c4cd20b3f32"},{"id":"occ_73e7759869375311384a7407","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_d9849ab5-4cba-4543-bb91-fcf0e359d56e","section_id":"sec_fbdceb25-fd48-4d8c-96a3-a8633c887aa1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"- SRAM：約41万～81万円\n- HBM：約2074万～3110万円","quote_start":0,"quote_end":36,"text_sha256":"0208bee816e28eef25a2d24f816b37173b344a18e781540dc84dd8c1a7e82395","block_sha256":"0208bee816e28eef25a2d24f816b37173b344a18e781540dc84dd8c1a7e82395","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_d9849ab5-4cba-4543-bb91-fcf0e359d56e"},{"id":"occ_04021975e65ae27a4d625b2f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_d9ca8e75-a3b5-4e6f-be54-76a73e1984d1","section_id":"sec_447b85c2-c2ed-4f90-87b1-409d1827b55e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM","quote_start":0,"quote_end":6,"text_sha256":"e3df4aa86f7518fe3407914fbf811745d6613452992ba6f8ce00c4d5e243fb61","block_sha256":"e3df4aa86f7518fe3407914fbf811745d6613452992ba6f8ce00c4d5e243fb61","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_d9ca8e75-a3b5-4e6f-be54-76a73e1984d1"},{"id":"occ_fcdd334b946db8b037a16d18","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_da17c395-db93-4e9b-96f8-278163712c1d","section_id":"sec_fbdceb25-fd48-4d8c-96a3-a8633c887aa1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"- SRAM：18GB × 200ドル＝**3600ドル**\n- HBM：13,824GB × 12ドル＝**16万5888ドル**","quote_start":0,"quote_end":66,"text_sha256":"85d5631b6d3b6d928c0a40074667d7817179e4ef7d9846e052ece3a2391f7f1d","block_sha256":"85d5631b6d3b6d928c0a40074667d7817179e4ef7d9846e052ece3a2391f7f1d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_da17c395-db93-4e9b-96f8-278163712c1d"},{"id":"occ_71e50a0eec3ebc92573beb0c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_da1f0454-bbef-43a4-877b-fc27ad12b178","section_id":"sec_eb8730d4-5638-43b2-953c-2fc634bffdcb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"> **ASIC内部のSRAMから、外付けHBM、サーバーDRAM、NAND、SSD、先端パッケージまで一社で持っていること**","quote_start":0,"quote_end":64,"text_sha256":"e43f784d4e02a017f783246189f027ed997d04a2737c1087b501858a32721dd4","block_sha256":"e43f784d4e02a017f783246189f027ed997d04a2737c1087b501858a32721dd4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_da1f0454-bbef-43a4-877b-fc27ad12b178"},{"id":"occ_ecbb415560e99cf91190456e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_de973759-5813-49bf-a3eb-32bdd76b24d7","section_id":"sec_eae176b0-99d4-419e-8e19-e28ff8f8f236","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"SamsungはAI時代において、HBMだけでなく、高性能ストレージや大容量NANDも必要になると説明し、QLC第9世代V-NANDをサーバーSSDへ展開しています。([Samsung Semiconductor Global](https","quote_start":0,"quote_end":120,"text_sha256":"03e4ced37f36138861b0786c35ccbc78c2ed7278fba57a9a03c2d03a998ff286","block_sha256":"03e4ced37f36138861b0786c35ccbc78c2ed7278fba57a9a03c2d03a998ff286","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_de973759-5813-49bf-a3eb-32bdd76b24d7"},{"id":"occ_c3ada3269a53a0f6ca99cf4b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_df5dcebf-246a-42d7-9c6b-4af1e28a82da","section_id":"sec_bb0794d1-8be0-490e-84ae-7f37014fbcd9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"この価格は主にHBMスタック自体で、インターポーザーや先端パッケージ費用は含めません。","quote_start":0,"quote_end":43,"text_sha256":"26de5c67c070ac22a248c886ef924fec134478f1b56589d8639d75a8e92dddfe","block_sha256":"26de5c67c070ac22a248c886ef924fec134478f1b56589d8639d75a8e92dddfe","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_df5dcebf-246a-42d7-9c6b-4af1e28a82da"},{"id":"occ_fbdebb3e3ecfa3fdb056b783","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_df7dbb64-9aa3-4243-8086-14695bd49609","section_id":"sec_732f9cea-08b2-4441-9c36-88f34ebc4bc2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは1スタックで24GB、36GBなどの大容量を持つ。複数スタックをGPUの周囲へ搭載するため、部品一式では数千ドル規模になりやすい。","quote_start":0,"quote_end":69,"text_sha256":"b1fb12880f1a6a5a42a73f19dac9fcf8789e4e723ef4a2a57b40203da17522a1","block_sha256":"b1fb12880f1a6a5a42a73f19dac9fcf8789e4e723ef4a2a57b40203da17522a1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_df7dbb64-9aa3-4243-8086-14695bd49609"},{"id":"occ_445563cc53657197ae5a43c9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_dff7d09f-63d2-4999-a1ad-3ca566ff246c","section_id":"sec_9de06c98-b0aa-41dd-8009-08bde9c31a21","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"> **HBMは請求書上で目立つ。SRAMとレジスタはロジックダイの内部に隠れている。**","quote_start":0,"quote_end":45,"text_sha256":"236455fa50080d4a8756257d08456516c00240ecd09d17743884e213aadb6c3c","block_sha256":"236455fa50080d4a8756257d08456516c00240ecd09d17743884e213aadb6c3c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_dff7d09f-63d2-4999-a1ad-3ca566ff246c"},{"id":"occ_e05aca2e7f388441f9062661","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_e1ec3b7f-ae90-40b3-a78b-d88e20cee1e1","section_id":"sec_8f313445-f40a-4b64-b1d0-fd75a3c714bd","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"実際、AIアクセラレーターには数十GBから数百GBのHBMが搭載され、複数のDRAMダイ、TSV、ベースダイ、先端パッケージまで必要になる。GPUの部品コストの中でも、HBMは非常に大きな割合を占める。","quote_start":0,"quote_end":101,"text_sha256":"089108544658034e27145facac28f01402664559f12478d644f4b5bd455124c9","block_sha256":"089108544658034e27145facac28f01402664559f12478d644f4b5bd455124c9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_e1ec3b7f-ae90-40b3-a78b-d88e20cee1e1"},{"id":"occ_ed67fb1796dd732ace103150","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_e3b7c3b5-060f-4835-a514-71c8a5878c8f","section_id":"sec_aa8a15bb-823f-48eb-abb0-928c248909a2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"- SRAM：0.25GB × 200ドル＝**50ドル**\n- HBM：192GB × 12ドル＝**2304ドル**","quote_start":0,"quote_end":60,"text_sha256":"19695ebf062ff63ef84b2303adf198824a620900da072cffb381f957a90f0621","block_sha256":"19695ebf062ff63ef84b2303adf198824a620900da072cffb381f957a90f0621","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_e3b7c3b5-060f-4835-a514-71c8a5878c8f"},{"id":"occ_63bf1a565250fc0c63adbde3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_e6466bf0-8659-4512-8d7f-a49872dda2bc","section_id":"sec_998ec5a2-c74b-4258-8a97-c32c617f7a2f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"SemiAnalysisは、H100に使われる80GBのHBMについて、NVIDIAの調達費を約1,150ドルと推計していた。","quote_start":0,"quote_end":63,"text_sha256":"ca797d2586b077028f1573f6d8718ef94c98ffebb1b5309b9caf14ca2fcf3aaf","block_sha256":"ca797d2586b077028f1573f6d8718ef94c98ffebb1b5309b9caf14ca2fcf3aaf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_e6466bf0-8659-4512-8d7f-a49872dda2bc"},{"id":"occ_4ce5df82fcde1c0bbcc39d12","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_e6d203c7-86c0-481a-bd50-de5eaa3d8164","section_id":"sec_8f313445-f40a-4b64-b1d0-fd75a3c714bd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"しかし、**同じ1GBを保存する費用**で比べると、最も高価なのはHBMではない。","quote_start":0,"quote_end":41,"text_sha256":"20212ff7a9b4a9b909657b56cd56e307055f7a238d348d4d43e3284852df4331","block_sha256":"20212ff7a9b4a9b909657b56cd56e307055f7a238d348d4d43e3284852df4331","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_e6d203c7-86c0-481a-bd50-de5eaa3d8164"},{"id":"occ_763b475625732f6550cb731e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_e7975229-5ef9-4574-b80f-7a345916b135","section_id":"sec_ca56be7f-cce2-49ae-8a1b-174f37c88fe2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"> **SRAMへ1ドル追加したとき、HBMアクセスと必要アクセラレーター台数をどれだけ減らせるか**","quote_start":0,"quote_end":51,"text_sha256":"709942b59dec9b5ee1abddfa2818b05522196525b6462fe1b4ee9e4d88724ff3","block_sha256":"709942b59dec9b5ee1abddfa2818b05522196525b6462fe1b4ee9e4d88724ff3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_e7975229-5ef9-4574-b80f-7a345916b135"},{"id":"occ_eda275af7a72dfafef9022ae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_e86ad0d0-659b-4b75-8fc1-27b4c9e3df5c","section_id":"sec_785ac7e4-5b4f-4e0e-80f0-333c5022a050","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMは本当に「最も高価なメモリー」なのか","quote_start":0,"quote_end":24,"text_sha256":"8d9c9fe2bb5ea3ce89f81ae68da8b44dde1d8efcde3e1db6e4af55fac58458e7","block_sha256":"8d9c9fe2bb5ea3ce89f81ae68da8b44dde1d8efcde3e1db6e4af55fac58458e7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_e86ad0d0-659b-4b75-8fc1-27b4c9e3df5c"},{"id":"occ_d327df25ca82c140b994cf5b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_e9162103-dee2-4ce5-a4c3-30bb1185b21b","section_id":"sec_21021d0e-059a-4e06-8fa0-d5633b486710","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"> **SRAMは1bitが高いが、搭載量が少ない。  \n> HBMは1bitではSRAMより安いが、搭載量が数百倍多い。**","quote_start":0,"quote_end":63,"text_sha256":"56abb563f02d9149ba2869d4c9b4ed9a6ae5a51dbb8d57929afa3f07585f6fe5","block_sha256":"56abb563f02d9149ba2869d4c9b4ed9a6ae5a51dbb8d57929afa3f07585f6fe5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_e9162103-dee2-4ce5-a4c3-30bb1185b21b"},{"id":"occ_bf8ce6e50598112c4c0ad2fd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_e97df582-aa4a-4004-b88e-6fb19708d456","section_id":"sec_ca56be7f-cce2-49ae-8a1b-174f37c88fe2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"SRAMを増やす目的は、HBMと同じ容量を置き換えることではない。","quote_start":0,"quote_end":33,"text_sha256":"ab80fc9d7cb3bb595ec9e9150060fd524747367ecd5b5e8287a866f9023a9031","block_sha256":"ab80fc9d7cb3bb595ec9e9150060fd524747367ecd5b5e8287a866f9023a9031","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_e97df582-aa4a-4004-b88e-6fb19708d456"},{"id":"occ_6782e857f44a4471f7a50bec","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_ed09efa3-ded6-452a-a0c9-811e3e3248a5","section_id":"sec_8cfa90ed-d809-492a-a692-8f46b9fda5e9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"一方、HBMはASICの横に搭載される独立したメモリースタックであり、NANDは主にSSDとしてサーバーやラック側へ搭載されます。","quote_start":0,"quote_end":65,"text_sha256":"1967cacf81c578dd04e571baa03118a8d1c6f05f27cf0952e3f873dc054a7735","block_sha256":"1967cacf81c578dd04e571baa03118a8d1c6f05f27cf0952e3f873dc054a7735","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_ed09efa3-ded6-452a-a0c9-811e3e3248a5"},{"id":"occ_8663b22ff01dc0e57694bd59","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_edaabdf3-4434-49cd-8b61-86186727c88f","section_id":"sec_ebefbaca-9e0d-4425-91e8-e529d2cf1b68","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"> **SRAMはHBMの約9～31倍/bit高い**","quote_start":0,"quote_end":27,"text_sha256":"46090867c437262485739df4d42418adf6bccf93312cba527e2bb529c231ee4b","block_sha256":"46090867c437262485739df4d42418adf6bccf93312cba527e2bb529c231ee4b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_edaabdf3-4434-49cd-8b61-86186727c88f"},{"id":"occ_5e363f3bcf6e2303864117de","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_ee892da4-9def-422f-bc7b-bd02fa85a456","section_id":"sec_100de779-ada2-41ab-8d3a-32e40cec2aef","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"Groq型はSRAM量がMTIA型の約2倍ですが、それでもHBMラックの総メモリー費用には届きません。","quote_start":0,"quote_end":51,"text_sha256":"65f36d9061e5707f232a76838311ab7fae40956df0e79416e5d0f6bd5dc2dec9","block_sha256":"65f36d9061e5707f232a76838311ab7fae40956df0e79416e5d0f6bd5dc2dec9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_ee892da4-9def-422f-bc7b-bd02fa85a456"},{"id":"occ_99698507026bfc9700d63ea1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_ef7518b8-a1d2-4966-bbfd-2d69da3fed5f","section_id":"sec_998ec5a2-c74b-4258-8a97-c32c617f7a2f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"## 3．HBMの実価格はどれくらいか","quote_start":0,"quote_end":19,"text_sha256":"c29e78b11bb437d2407b0380ffd548beb8b86be213d9afafbea409f1e463b6de","block_sha256":"c29e78b11bb437d2407b0380ffd548beb8b86be213d9afafbea409f1e463b6de","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_ef7518b8-a1d2-4966-bbfd-2d69da3fed5f"},{"id":"occ_93e676ba8ff462136508b021","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_f0adb1bd-ddf6-4168-9a0a-b3b721255c79","section_id":"sec_85d4adeb-5b84-4e36-ade1-1d302eae56ac","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"> **大容量・複数搭載のHBMが最大になりやすい**","quote_start":0,"quote_end":27,"text_sha256":"9f76151d9d736a27ad39470b259bf8b62861bccdd43de9c9efd65e15957712e2","block_sha256":"9f76151d9d736a27ad39470b259bf8b62861bccdd43de9c9efd65e15957712e2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_f0adb1bd-ddf6-4168-9a0a-b3b721255c79"},{"id":"occ_68ce714079b9d081a65c12ed","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_f137e477-aee7-46ad-9c63-5a1153681d3a","section_id":"sec_b4ad4f5d-283f-4303-abcd-1ecc7ed5b30e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"したがって、完成パッケージ内の「HBM関連費用」は、先ほど計算したHBMスタック代よりさらに大きくなる可能性がある。","quote_start":0,"quote_end":58,"text_sha256":"f7295b19703164e98e7b8aeb9fc454855a0a3840a6f3d650d6707276f6695ca8","block_sha256":"f7295b19703164e98e7b8aeb9fc454855a0a3840a6f3d650d6707276f6695ca8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_f137e477-aee7-46ad-9c63-5a1153681d3a"},{"id":"occ_bfb2ace9df1f3e6a7e31915e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_f1ada5c5-8aee-41fd-9658-0167683a7b54","section_id":"sec_b2b328be-0fc5-4b4b-8f1e-2dd3f2760844","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"> **HBMは「大容量部品として総額が高い」。  \n> レジスタとSRAMは「1bit当たりのシリコンコストが高い」。**","quote_start":0,"quote_end":62,"text_sha256":"a7facd08081beae079ed860d6ad4bb9f96b8d5a1dabe234923ff6aaafa16576d","block_sha256":"a7facd08081beae079ed860d6ad4bb9f96b8d5a1dabe234923ff6aaafa16576d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_f1ada5c5-8aee-41fd-9658-0167683a7b54"},{"id":"occ_8884fedaec0416f9b6d53109","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_f508b7c0-43f7-4e56-888c-8072f2066e9c","section_id":"sec_ac4b4c22-4c11-4b12-a644-21c993adb108","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"そのため完成アクセラレーター内でのHBM関連費用は、ここで示した数字より高くなります。","quote_start":0,"quote_end":43,"text_sha256":"fc69ac85686249672b029923909380ca0f96eb1a1065afd6f52a16f3d948de06","block_sha256":"fc69ac85686249672b029923909380ca0f96eb1a1065afd6f52a16f3d948de06","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_f508b7c0-43f7-4e56-888c-8072f2066e9c"},{"id":"occ_cff1de3b1615c0492d46e6b5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_f51cf944-af93-4682-9b1e-fc66d04b2392","section_id":"sec_3884c94d-ba4b-4149-ab24-9e771b722401","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを8～15ドル/GBとすると、","quote_start":0,"quote_end":18,"text_sha256":"d7a49e4253f507e36be6f60698397f9f3a1b8eef214b6e1cf2664293b94b3316","block_sha256":"d7a49e4253f507e36be6f60698397f9f3a1b8eef214b6e1cf2664293b94b3316","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_f51cf944-af93-4682-9b1e-fc66d04b2392"},{"id":"occ_a309d4848b666424693f6f93","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_f68c7005-d21d-4cb4-bc1b-3d227c52ba5d","section_id":"sec_0badf3fc-e4d1-4d91-92af-f039cf2e2e5f","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"- SRAM：200ドル／GB\n- HBM：12ドル／GB\n- HBM容量：192GB","quote_start":0,"quote_end":43,"text_sha256":"9d5f776f6b2fdf18789173a342ccbdfc987b6eb03df3fb333a4aa781e5d2875e","block_sha256":"9d5f776f6b2fdf18789173a342ccbdfc987b6eb03df3fb333a4aa781e5d2875e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_f68c7005-d21d-4cb4-bc1b-3d227c52ba5d"},{"id":"occ_885265b153addf0673c9f63b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_f93c720a-4308-4be7-b5c1-a5848b63dc9e","section_id":"sec_447b85c2-c2ed-4f90-87b1-409d1827b55e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":10,"end":15,"exact":"HBM3E","quote":"業界報道では、12層HBM3Eは1スタック300ドル台半ば、HBM4は500ドル台半ばと推定されている。36GBで割ると、","quote_start":0,"quote_end":61,"text_sha256":"c186cf5245b9d5f4804c646e87c001321f5f11ea95cad2bb7deb82c32d7cc2fb","block_sha256":"c186cf5245b9d5f4804c646e87c001321f5f11ea95cad2bb7deb82c32d7cc2fb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_f93c720a-4308-4be7-b5c1-a5848b63dc9e"},{"id":"occ_aa58ed4de7a6a05d14f959eb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_f95f86b8-dd4d-4430-a136-8f5be43ab026","section_id":"sec_8f313445-f40a-4b64-b1d0-fd75a3c714bd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"> **レジスタ ＞ オンチップSRAM ＞ HBM ＞ DDR・LPDDR ＞ NAND**","quote_start":0,"quote_end":47,"text_sha256":"3ed4bf03101c043efc12c7c310362727c66578da607f3e92f38da75f38fc0e83","block_sha256":"3ed4bf03101c043efc12c7c310362727c66578da607f3e92f38da75f38fc0e83","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_f95f86b8-dd4d-4430-a136-8f5be43ab026"},{"id":"occ_a4bc7f3521ce2d30f54db094","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_f96ae77c-1b87-46fc-8c5e-2bf8982ba7a7","section_id":"sec_50c5767e-8558-45e6-93b8-f97cf11bd7e7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"> **SRAMはASICの設計可能面積を消費する。  \n> HBMは外付け費用とパッケージ費用を消費する。**","quote_start":0,"quote_end":56,"text_sha256":"d4de866b47464a49e38088c6b6886d889b99c3ac7e41ac6519a5ed89dc99d328","block_sha256":"d4de866b47464a49e38088c6b6886d889b99c3ac7e41ac6519a5ed89dc99d328","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_f96ae77c-1b87-46fc-8c5e-2bf8982ba7a7"},{"id":"occ_337f9726ac24eed3ca2bfb3c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_fa67f190-3d16-4b5f-b30b-41a1fb6ccbba","section_id":"sec_515f64b1-753d-4d6a-b3e3-a001a8644042","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"現在はDRAM価格が急騰したため、特定の契約ではDDR・LPDDRとHBMの価格差がかなり縮小している。これは恒久的な技術コストの逆転というより、供給不足による市況の影響である。","quote_start":0,"quote_end":89,"text_sha256":"d9d771162cc5e778260f50f33bada36542d80f3e580f7a8babe3717fbf862fb7","block_sha256":"d9d771162cc5e778260f50f33bada36542d80f3e580f7a8babe3717fbf862fb7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_fa67f190-3d16-4b5f-b30b-41a1fb6ccbba"},{"id":"occ_779c0cc987008e5873957c2c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_ff3cc7ad-a8df-4e44-9200-b255d73d5d1f","section_id":"sec_dbf4f8c4-611d-46fd-8ace-c1841d40422b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"少量の高価なSRAMを使ってデータを再利用し、その外側に大容量のHBMを配置することで、速度、容量、電力、チップ面積、ラック原価の均衡を取る作業である。","quote_start":0,"quote_end":76,"text_sha256":"744efa03afe222888fee5642e7c4e0628a4a5823c443452eda729105496325b7","block_sha256":"744efa03afe222888fee5642e7c4e0628a4a5823c443452eda729105496325b7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_ff3cc7ad-a8df-4e44-9200-b255d73d5d1f"},{"id":"occ_be58dc128e3659201db1c7fd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_ff58d1e3-1131-43b6-866a-7809f347ed7a","section_id":"sec_c3d9d676-74ae-4c0b-a790-ea9af1f9cd2e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"しかしTSMCはHBM、DRAM、NANDを自社製品として製造していません。外部のSamsung、SK hynix、Micron、Kioxia、Solidigmなどと組み合わせる必要があります。","quote_start":0,"quote_end":97,"text_sha256":"ff657c9a643a1b47182b74b17e8b03146c537493f4a2ab3259c60e0120b4ee6f","block_sha256":"ff657c9a643a1b47182b74b17e8b03146c537493f4a2ab3259c60e0120b4ee6f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_ff58d1e3-1131-43b6-866a-7809f347ed7a"},{"id":"occ_70f8f271aa86c47676abcaa4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc","block_id":"blk_ffe2de3e-3eb7-4457-b279-89304c5e5d0c","section_id":"sec_998ec5a2-c74b-4258-8a97-c32c617f7a2f","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"```\n| HBM構成 | HBM単体の概算 |\n| 24GB | 約360～480ドル |\n| 36GB | 約540～720ドル |\n| 80GB | 約1,200～1,600ドル |\n| 192GB | 約2,8","quote_start":0,"quote_end":109,"text_sha256":"b072dd6a030cceedc5560734b66b3a3fb07351eb3b2fd144380fb92569e68350","block_sha256":"b072dd6a030cceedc5560734b66b3a3fb07351eb3b2fd144380fb92569e68350","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a4cce969-13d1-46b4-be66-954788627617/#blk_ffe2de3e-3eb7-4457-b279-89304c5e5d0c"},{"id":"occ_d6d900996c08b476999cddc4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_0e56443a-87db-4b76-b715-5d1734a00686","section_id":"sec_699be11c-0f23-4ca9-9184-41a4f579cd77","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"IntelはEMIBについて、ロジック同士、またはロジックとHBMを接続するための、効率的かつコスト効果の高い方式と説明している。ブリッジ部分だけ細かなマイクロバンプピッチを使い、それ以外のダイ領域では比較的粗いピッチを維持できる。([Intel](https://","quote_start":0,"quote_end":133,"text_sha256":"8b392ee10cb7ba542ad1b5db0991a4e7125fc6cdd4a0c3d1b9ace594ba80b8f7","block_sha256":"8b392ee10cb7ba542ad1b5db0991a4e7125fc6cdd4a0c3d1b9ace594ba80b8f7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_0e56443a-87db-4b76-b715-5d1734a00686"},{"id":"occ_4565f9132c6c25a88b3bce1c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_13f71a3b-3034-4b9c-b79b-358e25cc76d1","section_id":"sec_b3c50cc6-e4f8-4266-9725-a416961717c7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"- 演算ダイとキャッシュを3D積層\n- その積層ダイとHBMを2.5D接続\n- パッケージ外部とは高速SerDesや光I/Oで接続","quote_start":0,"quote_end":65,"text_sha256":"2ad0eed583305d789f114f23a2e68768e06cb81cbc3710d8e94f725ed4d89734","block_sha256":"2ad0eed583305d789f114f23a2e68768e06cb81cbc3710d8e94f725ed4d89734","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_13f71a3b-3034-4b9c-b79b-358e25cc76d1"},{"id":"occ_26505ecfd06c6dc6c3afb49a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_1509745b-9feb-4fe8-ac6d-8f9fb389111c","section_id":"sec_1b226022-dfb3-4f18-81d9-889c23cc376c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"TSMCはCoWoSを、AIやスーパーコンピューティング向けのロジックチップレットとHBMを、大型の高密度配線基盤上へ統合する技術として提供している。([3DFabric](https://3dfabric.tsmc.com/english/dedicatedFoundry/technol","quote_start":0,"quote_end":145,"text_sha256":"6599c9e38b15ca94322bc3809b32d5b52d5924dee38e8f8423efc8f0c40fcf60","block_sha256":"6599c9e38b15ca94322bc3809b32d5b52d5924dee38e8f8423efc8f0c40fcf60","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_1509745b-9feb-4fe8-ac6d-8f9fb389111c"},{"id":"occ_0b0eb5d5ec167091550034a5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_1f0369e0-8f53-4d43-9f2e-5414b7d43aeb","section_id":"sec_b3c50cc6-e4f8-4266-9725-a416961717c7","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":75,"end":78,"exact":"HBM","quote":"             │ 3D積層\n       Compute Die\n              │\nHBM ＝＝ 2.5Dインターポーザー ＝＝ HBM\n```","quote_start":20,"quote_end":105,"text_sha256":"739074538d396e0a9932c818e3d538acf528ebc2657c0b7c385ca7f4b180c077","block_sha256":"739074538d396e0a9932c818e3d538acf528ebc2657c0b7c385ca7f4b180c077","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_1f0369e0-8f53-4d43-9f2e-5414b7d43aeb"},{"id":"occ_d223a01c244616153a0dda8c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_565637ef-be2e-47d7-8576-1b7de2d6f885","section_id":"sec_f89e6340-642d-413a-9636-6b986a985325","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM帯域を優先する","quote_start":0,"quote_end":13,"text_sha256":"c6c745e32bc92bf3bfd12bbdf7bbe0e0183b86c4f286537a8cd15ffdcb54d759","block_sha256":"c6c745e32bc92bf3bfd12bbdf7bbe0e0183b86c4f286537a8cd15ffdcb54d759","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_565637ef-be2e-47d7-8576-1b7de2d6f885"},{"id":"occ_6df861af98d9d0f0f56a0aa2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_6c121e0b-6b35-401c-89d7-cdebd607d6d8","section_id":"sec_7941d944-9425-4464-a66b-70a87d66eb98","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"すべてのチップレット間通信が、HBM接続のような極端な帯域を必要とするわけではない。","quote_start":0,"quote_end":42,"text_sha256":"faa8176f0068b42837983afc6e6a856eb2061e286c5a3c18b07cac8d2d90c87d","block_sha256":"faa8176f0068b42837983afc6e6a856eb2061e286c5a3c18b07cac8d2d90c87d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_6c121e0b-6b35-401c-89d7-cdebd607d6d8"},{"id":"occ_fcccd3f8e281bc53c7fed728","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_943171e8-89b6-4146-8bd5-bdae364ab53d","section_id":"sec_20a55312-563f-47a8-aadb-007c4329d60e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"CPUやGPUのようなロジックダイと、HBMのようなメモリースタックを、非常に多くの配線で接続できる。","quote_start":0,"quote_end":51,"text_sha256":"89ee24279b3498edbdbba90298445488f02a9525dd45b34567d6345b3c01ce89","block_sha256":"89ee24279b3498edbdbba90298445488f02a9525dd45b34567d6345b3c01ce89","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_943171e8-89b6-4146-8bd5-bdae364ab53d"},{"id":"occ_b8e67d3c670fa39a138b2abd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_9cbb2078-1776-41f4-aef8-ea2578df7d3e","section_id":"sec_fa976a17-07d7-4466-81ea-b6a16052c049","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"- 高い配線密度\n- ロジックとHBMの広帯域接続\n- AI・HPC向け\n- 大型シリコンに伴うコストと製造難度","quote_start":0,"quote_end":56,"text_sha256":"9a516f3fb08bb7cac210140fd287ae35f4a1592c163cda4f74d8a8ea750a1cb6","block_sha256":"9a516f3fb08bb7cac210140fd287ae35f4a1592c163cda4f74d8a8ea750a1cb6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_9cbb2078-1776-41f4-aef8-ea2578df7d3e"},{"id":"occ_764a388da07398b9bb313d53","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_a78dd77b-f57d-4779-a44c-c4edb2b2a9b6","section_id":"sec_33347473-e60a-4dd5-96e6-0066dd7238b1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"- 演算ダイ\n- キャッシュ\n- I/O\n- HBM\n- 光通信\n- 電源供給\n- ダイ間ネットワーク","quote_start":0,"quote_end":51,"text_sha256":"42b73efdd0217886de4d46db2a5e9092f5275ef23ea38b8bbd5c3ec2294a0548","block_sha256":"42b73efdd0217886de4d46db2a5e9092f5275ef23ea38b8bbd5c3ec2294a0548","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_a78dd77b-f57d-4779-a44c-c4edb2b2a9b6"},{"id":"occ_b096edd88c2a366939e73b4c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_baaf8a34-8cf5-4299-8088-3d62e229981b","section_id":"sec_5eb1cd3b-713c-425d-91f4-40af8c1dedaf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"特にHBMは、数千本規模の幅広いインターフェースを使ってロジックダイと通信するため、シリコンインターポーザーとの相性がよい。","quote_start":0,"quote_end":62,"text_sha256":"f5326a238ddc86b61f391653b595ad06f7547691a775e699b792e279e1ce24ee","block_sha256":"f5326a238ddc86b61f391653b595ad06f7547691a775e699b792e279e1ce24ee","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_baaf8a34-8cf5-4299-8088-3d62e229981b"},{"id":"occ_b0637910f34ca672277d155d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_ca535737-9162-400f-a4b6-d4a9fd3034d3","section_id":"sec_07e717ba-09cc-4563-89f2-b2417c24d4cd","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":290,"end":293,"exact":"HBM","quote":" | しやすい | しやすいが反りが課題 | 熱が課題 |\n| 主用途 | 汎用・低コスト | AI・HPC・HBM | AI・HPC・FPGA | モバイル・HPC | キャッシュ・Logic・Memory |\n```","quote_start":235,"quote_end":345,"text_sha256":"e37d6a7d533a41ee878765edce8fa313da4a95580f56123babed22d75cb5f49c","block_sha256":"e37d6a7d533a41ee878765edce8fa313da4a95580f56123babed22d75cb5f49c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_ca535737-9162-400f-a4b6-d4a9fd3034d3"},{"id":"occ_cf2a9d07d19b89f298a6ab99","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_d1bcd6a4-f0a1-41a3-8f2b-daed387082ec","section_id":"sec_1b226022-dfb3-4f18-81d9-889c23cc376c","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"```\nロジック・HBM\n      ↓\nインターポーザーウェハー上で統合\n      ↓\nパッケージ基板へ搭載\n```","quote_start":0,"quote_end":60,"text_sha256":"05e6c219e5422b9cdf789c69d25d30b0c5ac03f469d907b44573dc89fedad05e","block_sha256":"05e6c219e5422b9cdf789c69d25d30b0c5ac03f469d907b44573dc89fedad05e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_d1bcd6a4-f0a1-41a3-8f2b-daed387082ec"},{"id":"occ_29c7ed199aca9dea8e7c06b5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_da746b67-7643-475a-a4bf-dbb1366671b3","section_id":"sec_2d1f9016-5169-4dbf-90f6-02b90d7d5d6d","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM        Compute Die        HBM\n┌───┐     ┌─────────┐      ┌───┐\n└●●●┘     └●●●●●●●●●┘      └●●●┘\n═══","quote_start":0,"quote_end":107,"text_sha256":"074f9d0ae69a83179f9dfeb1935f0ea4ac69040dad67aaa6a34f7ae85e0e27ca","block_sha256":"074f9d0ae69a83179f9dfeb1935f0ea4ac69040dad67aaa6a34f7ae85e0e27ca","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_da746b67-7643-475a-a4bf-dbb1366671b3"},{"id":"occ_13ea5fae16ee2d5f0deeb8d6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877","block_id":"blk_e82f9051-bb43-4305-9d95-6b18a6666af2","section_id":"sec_5365b45d-cf90-4529-bd52-b7bdd7dfca19","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":199,"end":202,"exact":"HBM","quote":"シリコンブリッジ、RDLなどを使い、横並びのダイを高密度に接続する。\n- **CoWoS**は、ロジックダイとHBMを統合するTSMCの代表的な先端パッケージである。\n- **EMIB**は、必要な場所だけにシリコンブリッジを埋め込むIntelの2.5D接続技術である。\n- **3D積層**では、ダイを上下へ積み、","quote_start":144,"quote_end":302,"text_sha256":"5dcaa34390d7ebc62332c437507138763a0687aeb2f1cf71439c063c8b2aef15","block_sha256":"5dcaa34390d7ebc62332c437507138763a0687aeb2f1cf71439c063c8b2aef15","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b/#blk_e82f9051-bb43-4305-9d95-6b18a6666af2"},{"id":"occ_e2f2e4d54a575b467bd63460","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_095e4d6c-4986-4e48-b934-818b8eb1bed2","section_id":"sec_22c13800-4eb8-493f-86b5-49677a55118b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはGPU Serverの内数であり、MPSのPower ICはVertivなどが販売するPower systemの内数になる。","quote_start":0,"quote_end":66,"text_sha256":"3b504163b4526144743550a36a14741c106318b41dfaf88aab1a1dc7c92cc898","block_sha256":"3b504163b4526144743550a36a14741c106318b41dfaf88aab1a1dc7c92cc898","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_095e4d6c-4986-4e48-b934-818b8eb1bed2"},{"id":"occ_d5586e740ec4547b437879bb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_0a220c84-2789-41f5-bad1-3053151b0932","section_id":"sec_7841e049-a852-476c-be53-bfc5bce4da0d","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"SK hynix自身がHBM、HBF、CXL、NAND/eSSDを組み合わせるTiered Memoryを提示しているように、必ずしもすべてのデータをHBMへ置く必要はない。(SK hynix Newsroom)","quote_start":0,"quote_end":106,"text_sha256":"324ccd56feee65a4d5a2d770ad6225a40e475b6155fcbd9b48b4750f9b49b38d","block_sha256":"324ccd56feee65a4d5a2d770ad6225a40e475b6155fcbd9b48b4750f9b49b38d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_0a220c84-2789-41f5-bad1-3053151b0932"},{"id":"occ_c9e4e24afede9d6968e68791","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_1ebbc37d-b4db-43cc-ab75-c50ab7c087e7","section_id":"sec_bad098e7-a4d9-4ac3-90af-c038bc1752f5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"企業別Supplier RevenueはSupply Chainの異なる階層を含み、HBMはServer BOMの内数、Power SemiconductorはPower Systemの内数となるため、表の数字を単純合算して最終AI Factory CapExと解釈してはいけない。","quote_start":0,"quote_end":141,"text_sha256":"51db1861c926aa1d1b39a4f123018ce588ff6e0da0b825d528e064248ef747ae","block_sha256":"51db1861c926aa1d1b39a4f123018ce588ff6e0da0b825d528e064248ef747ae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_1ebbc37d-b4db-43cc-ab75-c50ab7c087e7"},{"id":"occ_b85c19b3ce34da3a481c8392","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_30448a7a-f9ec-4946-9632-88f514b46e1b","section_id":"sec_24efcf66-445b-4cb8-b99e-9b6ef0c6de82","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":66,"end":69,"exact":"HBM","quote":"DC\n ↓\n800VDC\n ↓\n48V / Intermediate Bus\n ↓\nVRM\n ↓\nGPU / HBM","quote_start":11,"quote_end":69,"text_sha256":"61c77c5375db993b7ae4fec29fdfd8961a75c2545effa0b0850bef6245678f9f","block_sha256":"61c77c5375db993b7ae4fec29fdfd8961a75c2545effa0b0850bef6245678f9f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_30448a7a-f9ec-4946-9632-88f514b46e1b"},{"id":"occ_32bee2d5911c345d798dbd80","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_49a51a4b-751d-4142-ab64-2e084a2e77c4","section_id":"sec_252aa491-be39-4740-8822-90bec8e3deef","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"GPU / XPU\n   │\n   ├─ HBM\n   │    Active KV / Tensor / Activation\n   │\n   ├─ SOCAMM / CXL DRAM\n   │    Warm KV / Large Contex","quote_start":0,"quote_end":124,"text_sha256":"9cf88a6807bc920e82fc2715d2199cb372b4807ee7601bc89d048634db8e1933","block_sha256":"9cf88a6807bc920e82fc2715d2199cb372b4807ee7601bc89d048634db8e1933","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_49a51a4b-751d-4142-ab64-2e084a2e77c4"},{"id":"occ_1a81ec843728041e21a89832","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_54fc2271-a04f-49f0-b3e7-9d08e0cae27d","section_id":"sec_d7665a28-9713-4cd4-8082-e546de1e778e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはshareが1ポイント動くだけで、","quote_start":0,"quote_end":21,"text_sha256":"de68ddf99849b240cbec302a4ad032b2e93009c2c46bff027657ea9394c06675","block_sha256":"de68ddf99849b240cbec302a4ad032b2e93009c2c46bff027657ea9394c06675","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_54fc2271-a04f-49f0-b3e7-9d08e0cae27d"},{"id":"occ_52163cd24e9708e99463e0e3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_59b0e2ac-63d4-4da9-b4e4-5294fe70f48d","section_id":"sec_d7665a28-9713-4cd4-8082-e546de1e778e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"つまりAIインフラ相場をHBMだけで見るのは、かなり危険になっている。","quote_start":0,"quote_end":35,"text_sha256":"fdbf6c25882da0b1e02d182f5a63f4a3045600b191285d63a1975d1849140d2c","block_sha256":"fdbf6c25882da0b1e02d182f5a63f4a3045600b191285d63a1975d1849140d2c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_59b0e2ac-63d4-4da9-b4e4-5294fe70f48d"},{"id":"occ_8602bf1488f284253a9ea30f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_71c8e68a-7f8c-4e52-8e49-003f8193204d","section_id":"sec_252aa491-be39-4740-8822-90bec8e3deef","layer":"body","character_id":null,"count":1,"matched_aliases":["zHBM"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"zHBM","quote":"SamsungはzHBMとzNAND-Oという3D Memory architectureを提示した。(Samsung Semiconductor Global)","quote_start":0,"quote_end":81,"text_sha256":"c9c7ed132b6b448735febc7aa9138882700345ca0900f32d151bc6ea287e50cf","block_sha256":"c9c7ed132b6b448735febc7aa9138882700345ca0900f32d151bc6ea287e50cf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_71c8e68a-7f8c-4e52-8e49-003f8193204d"},{"id":"occ_1076461dc7200e20eeefe14c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_727caf7a-5ed4-4e63-b908-f1b6f3597ac9","section_id":"sec_7841e049-a852-476c-be53-bfc5bce4da0d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは2026～2028年にかなり厳しい制約になる。","quote_start":0,"quote_end":27,"text_sha256":"5af7dbbfe62f26dc5dc8d8e58be2095d6daa2bc311647b6a40becf17b1860ce8","block_sha256":"5af7dbbfe62f26dc5dc8d8e58be2095d6daa2bc311647b6a40becf17b1860ce8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_727caf7a-5ed4-4e63-b908-f1b6f3597ac9"},{"id":"occ_e035d185d3bd944e72462a8d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_7655be6f-a919-44e1-82fe-0a729738e1fb","section_id":"sec_bad098e7-a4d9-4ac3-90af-c038bc1752f5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"そこに、HBM、HBF、光、Power Semiconductor、MLCC、Cooling、Transformer、Gas Turbine、そしてGrid企業の巨大な利益機会が生まれている。","quote_start":0,"quote_end":96,"text_sha256":"834d3c91580f041d33d32f60ece1d0d51fbde717e2470ccead94d56a3d938224","block_sha256":"834d3c91580f041d33d32f60ece1d0d51fbde717e2470ccead94d56a3d938224","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_7655be6f-a919-44e1-82fe-0a729738e1fb"},{"id":"occ_f780159f4362ee4da2c456a8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_95e45fb1-e098-4ea0-9963-a7a3d02681a9","section_id":"sec_d5ef62b0-d088-4a39-8cb0-434ee2f1a35e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":44,"end":47,"exact":"HBM","quote":"Big4、SpaceX、主権AI、XPV、NVIDIA金融、Stargateを積み上げ、HBM・HBF・光・電源・変圧器・ガスタービンまでBOM分解する","quote_start":0,"quote_end":76,"text_sha256":"55210f43e078f641b245f58089a8a0427b97684f883c1f6b943c095f5a419f6c","block_sha256":"55210f43e078f641b245f58089a8a0427b97684f883c1f6b943c095f5a419f6c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_95e45fb1-e098-4ea0-9963-a7a3d02681a9"},{"id":"occ_4275fad847db9f44828b813f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_acd82ef0-609d-4e20-806b-d2819f12c46f","section_id":"sec_252aa491-be39-4740-8822-90bec8e3deef","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"SK hynixはHBMだけでなく、CXL tiered memory、HBF、NAND/eSSDまでを「Full-stack AI Memory」として提示した。(SK hynix Newsroom)","quote_start":0,"quote_end":101,"text_sha256":"1d5c356b0fab7a21dba02c93fdb993c730f122ca7b211115a8c21bfb771273d5","block_sha256":"1d5c356b0fab7a21dba02c93fdb993c730f122ca7b211115a8c21bfb771273d5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_acd82ef0-609d-4e20-806b-d2819f12c46f"},{"id":"occ_e6a784516fbecd3002d9a74e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_b6b9cd08-67ca-4004-b9c4-9138ec0cd802","section_id":"sec_0145f2d0-74b2-4afb-8d75-2f3eb86d1444","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"GPU1枚当たりHBMが減った","quote_start":0,"quote_end":15,"text_sha256":"58d62a5a7123625c87ec244dad79c794ca38b3714370b8045a3d94bad559ebf7","block_sha256":"58d62a5a7123625c87ec244dad79c794ca38b3714370b8045a3d94bad559ebf7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_b6b9cd08-67ca-4004-b9c4-9138ec0cd802"},{"id":"occ_4419eedace1ee566fd0051f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_bf806e9a-d8d2-407d-bce0-ac6df85319f4","section_id":"sec_d161172b-3ccf-4d1b-b625-7315cf743063","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM → SOCAMM/CXL → zNAND → SSD","quote_start":0,"quote_end":30,"text_sha256":"32df0adf2fdf07d75a2e52249c3a55861f02d84767b99309f841df96533be347","block_sha256":"32df0adf2fdf07d75a2e52249c3a55861f02d84767b99309f841df96533be347","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_bf806e9a-d8d2-407d-bce0-ac6df85319f4"},{"id":"occ_00a6ef3a8407b553a4326758","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_ee3a608e-3797-49d2-ac51-25e5865e5ded","section_id":"sec_252aa491-be39-4740-8822-90bec8e3deef","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"MicronはHBM、SOCAMM2、PCIe Gen6 SSDという別の階層を構築している。(Micron Technology)","quote_start":0,"quote_end":66,"text_sha256":"877955d444bc894f0da733921d48691c996a40441783bab8db1e21bb96cf6ff4","block_sha256":"877955d444bc894f0da733921d48691c996a40441783bab8db1e21bb96cf6ff4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_ee3a608e-3797-49d2-ac51-25e5865e5ded"},{"id":"occ_24a6e2307f052337c95ee786","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_f1285560-e799-40a1-b449-4035954bb35a","section_id":"sec_110f7643-1f90-4885-8b1c-192ed981a324","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_f1285560-e799-40a1-b449-4035954bb35a"},{"id":"occ_870b0fd97582e5c9ca25cdbc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_f1b37b70-ec54-489f-880b-3581f1dc1614","section_id":"sec_252aa491-be39-4740-8822-90bec8e3deef","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"## 12．Memoryは「HBMだけ」から5階層へ変わる","quote_start":0,"quote_end":29,"text_sha256":"c4ae1b6e6a248532f1019d042d7d2f1e04d6bde8c5563ab26132290734c20416","block_sha256":"c4ae1b6e6a248532f1019d042d7d2f1e04d6bde8c5563ab26132290734c20416","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_f1b37b70-ec54-489f-880b-3581f1dc1614"},{"id":"occ_2872bee717c92fef8051f2fa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54","block_id":"blk_f5ca505a-2e99-475b-a0cf-20a94dc993f6","section_id":"sec_7841e049-a852-476c-be53-bfc5bce4da0d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを無限に増やす","quote_start":0,"quote_end":10,"text_sha256":"5da8383cf2931ee961df5f8af608c690755fd95220e800e613cf1382a350aa38","block_sha256":"5da8383cf2931ee961df5f8af608c690755fd95220e800e613cf1382a350aa38","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_a8af9681-d20e-4553-871e-1d7168015faf/#blk_f5ca505a-2e99-475b-a0cf-20a94dc993f6"},{"id":"occ_da64dc10e1127a3d3d970f53","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_1116ecb9-93fe-44fc-90a8-ca80dc98fd44","section_id":"sec_34f23542-6830-45bf-8deb-025bdc67429c","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"従来の2.5Dでは、compute dieとHBMをインターポーザ上に横並びで配置する。\nHBM内部のDRAMダイは縦積みだが、GPU/ASIC本体とHBMスタックは基本的に横に並ぶ。","quote_start":0,"quote_end":92,"text_sha256":"1a7de18d85570f0febd424f8b4f1b631705d21c4a51b3fe34f26e483ad3f80d8","block_sha256":"1a7de18d85570f0febd424f8b4f1b631705d21c4a51b3fe34f26e483ad3f80d8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_1116ecb9-93fe-44fc-90a8-ca80dc98fd44"},{"id":"occ_ec23078a78c44475687f5f52","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_1246ef2b-0ee4-4a5d-a232-1491f655c5f5","section_id":"sec_adf1b66c-3eb9-43d7-8e47-42d272f35510","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":117,"end":120,"exact":"HBM","quote":"ある。さらに、カスタムASICは顧客の交渉力が強く、NVIDIA GPUほどの粗利率を維持できるとは限らない。HBMコストも重い。Google、Meta、OpenAIのような巨大顧客に集中することも、強みであると同時にリスクである。","quote_start":62,"quote_end":178,"text_sha256":"dffb307d631f285d74b61d22f9445ad88261dea89c7aba2b5f775b728edf6646","block_sha256":"dffb307d631f285d74b61d22f9445ad88261dea89c7aba2b5f775b728edf6646","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_1246ef2b-0ee4-4a5d-a232-1491f655c5f5"},{"id":"occ_f82f784ff1643d9062bba4fd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_1b5a83d1-19d6-4a87-8d75-c9b88bb9da86","section_id":"sec_91b5eea7-9d9c-44d5-a67e-1e1fa33a4803","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"カスタムASIC。\nXPU。\nHBM統合。\n3.5Dパッケージ。\nHybrid Bonding。\nCPO。\n光I/O。\nscale-up switch。\nPhotonic Fabric。\nそしてTSMC COUPEのような光電融合パッケ","quote_start":0,"quote_end":118,"text_sha256":"b3ffced48c65161a0b99aa1300d496a298d00e32bb460841de60ec85bd3f8f66","block_sha256":"b3ffced48c65161a0b99aa1300d496a298d00e32bb460841de60ec85bd3f8f66","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_1b5a83d1-19d6-4a87-8d75-c9b88bb9da86"},{"id":"occ_80cf4a48629837ac1e9ca4d8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_1e49ce2e-92e5-4da3-9f9e-25efbd977a08","section_id":"sec_34f23542-6830-45bf-8deb-025bdc67429c","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"2.5Dの限界は、シリコン面積、HBM数、I/O密度、die-to-die電力、パッケージサイズにある。Broadcomは従来2.5Dを、最大2500mm²級のシリコン、最大8 HBMの世界として説明し、3.5D XDSiPでは6000m","quote_start":0,"quote_end":119,"text_sha256":"7fa54433e4021872e09e3f29d92e3b651e20320560f016e1302639d4631b6ff4","block_sha256":"7fa54433e4021872e09e3f29d92e3b651e20320560f016e1302639d4631b6ff4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_1e49ce2e-92e5-4da3-9f9e-25efbd977a08"},{"id":"occ_d81b5798d1d1e079b53194b8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_28b087a1-c620-45e6-96e3-78f1d874e8a0","section_id":"sec_74a7f3dd-0ad5-48e1-8731-6ad1cfd8c229","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":308,"end":311,"exact":"HBM","quote":"ル、前年比+143%、Q3は160億ドル見通しで、3.5D XDSiPは6000mm²超のシリコンと最大12基HBM、F2F 3D積層で7倍の信号密度・10分の1のdie-to-die電力を掲げています。(Broadcom Inc.)\nMarvellはXPU近傍CPOで6.4T 3D SiPho Engine、32","quote_start":253,"quote_end":411,"text_sha256":"2df3927e5941804336249b07b2fa89d14063a174dfe2aa9a812f0147ddfdeba4","block_sha256":"2df3927e5941804336249b07b2fa89d14063a174dfe2aa9a812f0147ddfdeba4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_28b087a1-c620-45e6-96e3-78f1d874e8a0"},{"id":"occ_51b0adf59494d62afca8da46","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_333c69a5-126e-4428-a845-bece21ac61ed","section_id":"sec_72f31b3b-3150-4e07-9d01-17348bfe3530","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"人々はそれをJalapeñoと呼ぶ。しかし、その刃は単独では働かない。HBMの塔がそばに立ち、銅の道が短く結ばれ、光の闀がラックの外へ開く。スイッチは血管となり、パッケージは骨となり、データセンターは計算する城となる。","quote_start":0,"quote_end":109,"text_sha256":"8b4b8ad2468d70562b669f040577e0c48a633b44b04f6c2fb8297be9e4d50cb1","block_sha256":"8b4b8ad2468d70562b669f040577e0c48a633b44b04f6c2fb8297be9e4d50cb1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_333c69a5-126e-4428-a845-bece21ac61ed"},{"id":"occ_468cf0576fb36ee43bd4ee39","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_3d6b5607-dae2-4b5b-aa59-6223a9a60a58","section_id":"sec_34f23542-6830-45bf-8deb-025bdc67429c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"横には、compute die、HBM、I/O、network chipletを広く配置する。\n縦には、必要な部分だけFace-to-Faceで近づける。\nすべてを縦に積むわけではない。高発熱の演算ダイを何層も縦に積むと、熱が逃げないから","quote_start":0,"quote_end":119,"text_sha256":"bf4fb1459b407d3fd82cdf96e47e0362c4cdc8be9050dab121795388901d4bcc","block_sha256":"bf4fb1459b407d3fd82cdf96e47e0362c4cdc8be9050dab121795388901d4bcc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_3d6b5607-dae2-4b5b-aa59-6223a9a60a58"},{"id":"occ_5581922ab90385dfb849de04","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_454169f2-d828-45ec-811f-0d0f10fcfba4","section_id":"sec_c5678e7f-522d-4954-a7ee-1c401d0ba178","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":95,"end":98,"exact":"HBM","quote":"1.5万ドル、2kWなら2万ドル相当のBroadcomコンテンツという見方ができる。もちろん、実際にはXPU、HBM、ネットワーク、ラック、世代差、顧客契約で大きく変わる。","quote_start":40,"quote_end":126,"text_sha256":"e633e042dadfb1159ab5e700707b4e1a16ae1d81ff33e6f5c08d60aa86f33ae5","block_sha256":"e633e042dadfb1159ab5e700707b4e1a16ae1d81ff33e6f5c08d60aa86f33ae5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_454169f2-d828-45ec-811f-0d0f10fcfba4"},{"id":"occ_83b04bcba0813792528c111a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_5d90ff79-6545-40c8-a7b9-2b06d1418708","section_id":"sec_34f23542-6830-45bf-8deb-025bdc67429c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"これはかなり大きい。\nAI ASICは、演算性能そのものよりも、HBMとI/Oをどれだけ近く、低電力に、広帯域でつなげるかが制約になる。3.5D XDSiPは、その制約をパッケージ側から壊す技術である。","quote_start":0,"quote_end":101,"text_sha256":"a33668cd7a2c91ad4e0ed6e1e21969047151f4fc96d964493a0cb1ec4d73f008","block_sha256":"a33668cd7a2c91ad4e0ed6e1e21969047151f4fc96d964493a0cb1ec4d73f008","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_5d90ff79-6545-40c8-a7b9-2b06d1418708"},{"id":"occ_731f59bfede99c116e37d7ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_7c8e046c-5bf9-4b0b-bc0b-fa9239857c6f","section_id":"sec_5b7d0ad4-5a76-48ae-94d7-7db2810bd2f1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"Marvellもcustom XPU、HBM、chiplet、SerDes、die-to-die、CPOを組み合わせる。\nだがBroadcomとは重心が違う。","quote_start":0,"quote_end":79,"text_sha256":"1a2a4240a9c7164fa89a9c661c0f0cd742e8b9b34a7e42537bb43ca9b512cc76","block_sha256":"1a2a4240a9c7164fa89a9c661c0f0cd742e8b9b34a7e42537bb43ca9b512cc76","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_7c8e046c-5bf9-4b0b-bc0b-fa9239857c6f"},{"id":"occ_18128c41e8e6d6c5664d337b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_9d1b430f-9ba6-4a46-abee-5fa248d94e32","section_id":"sec_5b7d0ad4-5a76-48ae-94d7-7db2810bd2f1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"MarvellのXPU CPO構想では、XPU compute silicon、HBM、その他chipletと、Marvellの3D SiPho Engineを同じ基板上に配置する。6.4T 3D SiPho Engineは、32チャネル×200Gの電気・光インターフェースを持ち、XP","quote_start":0,"quote_end":143,"text_sha256":"705833b0826e83a413d5417a91d6c3d779600c0c6cb771cf1854b0e7f7618928","block_sha256":"705833b0826e83a413d5417a91d6c3d779600c0c6cb771cf1854b0e7f7618928","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_9d1b430f-9ba6-4a46-abee-5fa248d94e32"},{"id":"occ_22180ffcdfe379ab7cbda33b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_b9721bc5-2671-41e8-aae3-18b45e8f337c","section_id":"sec_76c2b01f-d26d-480d-99ee-ff8233373150","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":55,"end":58,"exact":"HBM","quote":"Broadcomが強いのは、この推論用ASICをチップ単体で終わらせない点にある。3.5D XDSiPで演算とHBMを近づけ、Tomahawk/JerichoでAI Ethernet fabricを構成し、CPOで光変換をスイッチASICのすぐ近くへ持ってくる。これは、「演算チップを売る」というより、「推論クラスタ","quote_start":0,"quote_end":158,"text_sha256":"4f5346e03bbfd822a5d095ba0d24a4fbe04fdaf006d5fc83d05bc6e3101fbc03","block_sha256":"4f5346e03bbfd822a5d095ba0d24a4fbe04fdaf006d5fc83d05bc6e3101fbc03","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_b9721bc5-2671-41e8-aae3-18b45e8f337c"},{"id":"occ_8340feb06db4b619b9d81712","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_c05cd1b9-4412-40a8-9aaa-29999e3260fb","section_id":"sec_d0d5d646-7e0c-4752-9422-b774a18e1a87","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"Broadcomの価値は、単に「ASICを作れる」ことではない。\n本質は、カスタムASIC、HBM、SerDes、die-to-die、Ethernet、Tomahawk、Jericho、CPO、3.5D XDSiPをまとめて扱えることにある。","quote_start":0,"quote_end":122,"text_sha256":"72ccd77cfb9dd949bd5b461add6f65d0d64465e7d497c417d3418ced4c49ba08","block_sha256":"72ccd77cfb9dd949bd5b461add6f65d0d64465e7d497c417d3418ced4c49ba08","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_c05cd1b9-4412-40a8-9aaa-29999e3260fb"},{"id":"occ_b9a6fcd4c707f88b21e75749","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_c07e248e-36f3-42c7-8fe0-360083c81ca7","section_id":"sec_76c2b01f-d26d-480d-99ee-ff8233373150","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":95,"end":98,"exact":"HBM","quote":"基盤\n\n定常的な大規模推論\n  → ワークロード固定\n  → カスタムASICで効率化\n  → ネットワーク・HBM・冷却まで共同設計\n```","quote_start":40,"quote_end":111,"text_sha256":"ce72aa3d4771fcd6e03982404d3789e36d938979b65cceb4a824a8677b2fa9ae","block_sha256":"ce72aa3d4771fcd6e03982404d3789e36d938979b65cceb4a824a8677b2fa9ae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_c07e248e-36f3-42c7-8fe0-360083c81ca7"},{"id":"occ_db868358d3dcffea2281ce1a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_caace5c1-5dd3-4c33-843d-449eaca5ac96","section_id":"sec_74a7f3dd-0ad5-48e1-8731-6ad1cfd8c229","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"AIはソフトウェアだけではない。\nAIは、HBM、XPU、光、銅、パッケージ、スイッチ、ラック、電力の総合戦になった。","quote_start":0,"quote_end":59,"text_sha256":"bee6c0b41d5f2bdae39f4654174fce564649b5225390a630d71d72f23e262c2a","block_sha256":"bee6c0b41d5f2bdae39f4654174fce564649b5225390a630d71d72f23e262c2a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_caace5c1-5dd3-4c33-843d-449eaca5ac96"},{"id":"occ_be6030c3f72a56c5e52aa55c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_cfbe50ea-57c4-46e6-b1f4-bb857091fe42","section_id":"sec_7a046ff0-65f5-4c58-b6d1-b4b98ff6f304","layer":"caption","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"![2.5Dパッケージ: compute dieとHBMを横に並べる構造](media/ab6e9b0375bdf0fe52b7469e15a56030e32d1075266a4d0e14466a4dcc9dd8b8.png)","quote_start":0,"quote_end":113,"text_sha256":"bfa39d0481106436aeb81274539d9a6b9110abd5fee161b4d9a7b515465ea354","block_sha256":"bfa39d0481106436aeb81274539d9a6b9110abd5fee161b4d9a7b515465ea354","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_cfbe50ea-57c4-46e6-b1f4-bb857091fe42"},{"id":"occ_385b393ef1082558418f9cd7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_de07d0d8-2b99-41d8-b6eb-cbe68c3f0083","section_id":"sec_82458ffe-e38b-47c4-ac89-851ea5271678","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":80,"end":83,"exact":"HBM","quote":"enAIの定常推論を効率化するカスタムASICと見るのが自然である。\n- Broadcomの強みは、ASIC、HBM接続、3.5Dパッケージ、Ethernet、CPOを一体で持つ点にある。\n- MarvellはXPU近傍光I/OとPhotonic Fabricで、複数ラックscale-upとメモリプール接続を狙う。","quote_start":25,"quote_end":183,"text_sha256":"b52dc2856473705529e97b238674a73dd8218595b55738f2b7dc6ad706540b34","block_sha256":"b52dc2856473705529e97b238674a73dd8218595b55738f2b7dc6ad706540b34","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_de07d0d8-2b99-41d8-b6eb-cbe68c3f0083"},{"id":"occ_e9164384de965b6dfa4e234a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_e03f4c4f-eb8a-4317-a94d-508ef967a393","section_id":"sec_5b7d0ad4-5a76-48ae-94d7-7db2810bd2f1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"Broadcomは、XPU本体、HBM、I/O、Ethernet、スイッチ、CPOまでを巨大顧客向けに統合する。\nMarvellは、XPU近傍の光I/O、SerDes、scale-up switch、Photonic Fabricで差別化","quote_start":0,"quote_end":119,"text_sha256":"baa8eead3595de3e81cb0eda4b13933dcc2bc700cea7eef6fcab188df4e0acef","block_sha256":"baa8eead3595de3e81cb0eda4b13933dcc2bc700cea7eef6fcab188df4e0acef","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_e03f4c4f-eb8a-4317-a94d-508ef967a393"},{"id":"occ_d7f6a974959136c555927f81","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_e26c852e-af11-4b1c-ab52-bda5342e38f3","section_id":"sec_34f23542-6830-45bf-8deb-025bdc67429c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":57,"end":60,"exact":"HBM","quote":"oadcomの発表では、F2F 3.5D XPUは、4つのcompute die、1つのI/O die、6つのHBMを統合した例が示されている。さらに、F2B方式に対して信号密度7倍、3D HCBによるdie-to-dieインターフェース電力10分の1が示されている。","quote_start":2,"quote_end":136,"text_sha256":"c51e58fae348e23abf3d474e0f6dcddecbae669f8c5472f135d3183c5d563b73","block_sha256":"c51e58fae348e23abf3d474e0f6dcddecbae669f8c5472f135d3183c5d563b73","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_e26c852e-af11-4b1c-ab52-bda5342e38f3"},{"id":"occ_e5be012f8d11ebc4267275b5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_f6f35234-9d79-49c4-98be-cc9b199b0925","section_id":"sec_c5678e7f-522d-4954-a7ee-1c401d0ba178","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"Custom XPU。\nHBM接続。\n3.5D XDSiP。\nTomahawk/Jericho。\nCPO switch。\n光DSP。\nXPU-CPO。\nEthernet scale-up/scale-out。\nVMwareを含むイ","quote_start":0,"quote_end":115,"text_sha256":"c334968ddb55b64816dc7aefc2ce169e8bf427335044d4bc8dad4d2d59fb86c5","block_sha256":"c334968ddb55b64816dc7aefc2ce169e8bf427335044d4bc8dad4d2d59fb86c5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_f6f35234-9d79-49c4-98be-cc9b199b0925"},{"id":"occ_4e0b3f5cff0071a7701bf70a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_f99d393f-db47-4025-9e01-6f6fc3dfdd15","section_id":"sec_a520ab4e-5949-44bb-8a45-30a0fd5e6309","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"現在のXPUは、computeとHBMの比率がパッケージ設計時点で固定される。\nしかしLLM推論、長コンテキスト、MoE、エージェントAIでは、計算よりメモリ容量やKVキャッシュがボトルネックになる場合がある。","quote_start":0,"quote_end":105,"text_sha256":"f6627b304055abdb64a98c46c14f66b76497c30b95a397d5cf1167763b1672c7","block_sha256":"f6627b304055abdb64a98c46c14f66b76497c30b95a397d5cf1167763b1672c7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_f99d393f-db47-4025-9e01-6f6fc3dfdd15"},{"id":"occ_7085a8a328df40cd878d0fa4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7","block_id":"blk_fed4fde3-4390-4f2d-821c-12557ba9ca9a","section_id":"sec_d0d5d646-7e0c-4752-9422-b774a18e1a87","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"AI ASICでは、演算性能だけでは足りない。\nHBMをどう積むか。\nI/Oをどう出すか。\nGPU/XPU同士をどうつなぐか。\nラック内・ラック間をどうscale-up/scale-outするか。\n電力と冷却をどう抑えるか。","quote_start":0,"quote_end":112,"text_sha256":"c187365e7dc3d2de6d54639ac3fd72f73bc316d1b900365e2e442e4e791ef079","block_sha256":"c187365e7dc3d2de6d54639ac3fd72f73bc316d1b900365e2e442e4e791ef079","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_abe6b561-f51c-4549-a97f-aab2b725492e/#blk_fed4fde3-4390-4f2d-821c-12557ba9ca9a"},{"id":"occ_83f818e0e0e42af89bfc6231","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_03093b1f-04a1-4f88-a44a-2b17fa52e769","section_id":"sec_d7a94153-c2ea-4876-ac70-5f51482d0a31","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"SK HynixはHBMで勝ち、米国市場から資金を取る。  \nSamsungは巨大なバランスシートと自社株買いで株価を支える。  \nMicronは米国メモリ株として決算とHBM供給で評価される。  \nDRAM/RAMは、それ","quote_start":0,"quote_end":112,"text_sha256":"58b96819cca77f4f7ab818ca80a9b99c5f775be0da420a1b8d882692f2de965a","block_sha256":"58b96819cca77f4f7ab818ca80a9b99c5f775be0da420a1b8d882692f2de965a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_03093b1f-04a1-4f88-a44a-2b17fa52e769"},{"id":"occ_d10be1b82c8c3ca7f2dd4ca3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_0d890bc6-aba9-4da5-8285-1ad110216317","section_id":"sec_848129ca-7c23-438f-9e88-1feb9e6d909a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"gの巨大自社株買い報道は、SamsungがSK Hynixに対して資本市場でも反撃しようとしていることを示す。HBMで遅れたSamsungが、株価、人材、報酬、需給を使って再び主役へ戻ろうとしている。","quote_start":10,"quote_end":110,"text_sha256":"2672c622a3078b7e0df402954f13126b3344e947b0fcdc5a7bd73847259f57db","block_sha256":"2672c622a3078b7e0df402954f13126b3344e947b0fcdc5a7bd73847259f57db","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_0d890bc6-aba9-4da5-8285-1ad110216317"},{"id":"occ_cc87ba7d1ad93a780eddd2df","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_1d0174b3-3207-4e6a-b0b6-474923b3a7bb","section_id":"sec_a0575386-6efb-45e6-bf51-4036614d8665","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、DRAM、NAND、SSD。これらはこれまで半導体サイクルの中でも景気敏感な部品として扱われてきた。しかし、生成AIとAIデータセンターの急拡大によって、メモリは単なる部品ではなく、AI計算のボトル","quote_start":0,"quote_end":103,"text_sha256":"5ab507bb93c57dbb5a974bd2ed44a814d9c774dcb33fbb495856efc148f6c730","block_sha256":"5ab507bb93c57dbb5a974bd2ed44a814d9c774dcb33fbb495856efc148f6c730","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_1d0174b3-3207-4e6a-b0b6-474923b3a7bb"},{"id":"occ_9eef04e7b2fa50ea5321eec9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_220e603e-ed1e-4162-89ae-37e72a82f7d9","section_id":"sec_00e93d67-252a-4612-aa9e-ca635186f3d2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":"crosoft、Amazon、Alphabet、Micronなど、AIインフラの中心企業が集まっている。そこにHBMの中心企業であるSK Hynixが加われば、投資家の比較軸は韓国市場内のSamsungとの比較だけではなく、Micron、NVIDIA、Broadcom、TSMC、Marvell、AIインフラETFと","quote_start":17,"quote_end":175,"text_sha256":"26993c572613c0dc885ae6a2639e44e9a47ada504b81b3dc4416084da51c15cd","block_sha256":"26993c572613c0dc885ae6a2639e44e9a47ada504b81b3dc4416084da51c15cd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_220e603e-ed1e-4162-89ae-37e72a82f7d9"},{"id":"occ_d1d0a155d44651b2433822ea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_375df26b-7f6e-4f9c-90c1-b8e3aefedded","section_id":"sec_93aee416-f3af-4a1f-96ef-475c95e492d7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"これは「HBMの本命は自分たちだ」と米国投資家に直接訴える動きである。","quote_start":0,"quote_end":35,"text_sha256":"2c0dcd5ffe427c7a8a9dc64b04529f3b51c421120007cd5f5e12ab44784dee84","block_sha256":"2c0dcd5ffe427c7a8a9dc64b04529f3b51c421120007cd5f5e12ab44784dee84","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_375df26b-7f6e-4f9c-90c1-b8e3aefedded"},{"id":"occ_196dcd0993ff94adaf147b00","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_3cd95297-f5e3-46d9-8633-17edb7b5154e","section_id":"sec_848129ca-7c23-438f-9e88-1feb9e6d909a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"これから見るべきなのは、HBM価格やDRAM需給だけではない。","quote_start":0,"quote_end":31,"text_sha256":"4baf4a08ff7f9a7cf7c7a639512408ada16a8c1601318ec78624bce2c89e94a7","block_sha256":"4baf4a08ff7f9a7cf7c7a639512408ada16a8c1601318ec78624bce2c89e94a7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_3cd95297-f5e3-46d9-8633-17edb7b5154e"},{"id":"occ_af6c4fad1234e9be3e8a1957","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_3e2f5617-1dd6-4f85-9d87-eb3ff2709d18","section_id":"sec_60f9a35c-92ae-47cf-a496-6bfd33294d0b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"むしろ、株価がAIメモリ企業として高く評価されているタイミングで、その評価を現金化し、将来のHBM/DRAM投資に回す攻めの増資である。","quote_start":0,"quote_end":68,"text_sha256":"f74bcc58f68d5152aacdd52e86b455459c7a81512ae40fee9bb819af70ba7d1d","block_sha256":"f74bcc58f68d5152aacdd52e86b455459c7a81512ae40fee9bb819af70ba7d1d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_3e2f5617-1dd6-4f85-9d87-eb3ff2709d18"},{"id":"occ_ecb67f181ed3f04a8e2cba0d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_4ad12eea-0d68-4d83-8315-9ab29845f4ae","section_id":"sec_00e93d67-252a-4612-aa9e-ca635186f3d2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"Hynixは財閥系企業、半導体サイクル株、韓国大型株として評価されてきた。しかし米国市場では、NVIDIA向けHBMの中核供給企業、AIデータセンターのメモリボトルネックを握る企業として見られる可能性がある。","quote_start":10,"quote_end":114,"text_sha256":"76dbbf6cc84b200e328036b793cdf183e95b4d4d35c9e3f5d2abec77c5092d7c","block_sha256":"76dbbf6cc84b200e328036b793cdf183e95b4d4d35c9e3f5d2abec77c5092d7c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_4ad12eea-0d68-4d83-8315-9ab29845f4ae"},{"id":"occ_94c9889f0bd636b26c094b30","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_5fa3ccb5-b222-41fc-812b-8232c6ee4315","section_id":"sec_60f9a35c-92ae-47cf-a496-6bfd33294d0b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは単にDRAMチップを作ればよいわけではない。先端パッケージング、TSV、歩留まり、EUV、電力、工場建設、顧客認証がすべて絡む。AIデータセンター需要が続くなら、ここで資金を集めて供給能力を前倒しす","quote_start":0,"quote_end":103,"text_sha256":"811d10548ddfb049bf6810a39cf34ad8cbd48971a6976b395cee610a9753bb46","block_sha256":"811d10548ddfb049bf6810a39cf34ad8cbd48971a6976b395cee610a9753bb46","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_5fa3ccb5-b222-41fc-812b-8232c6ee4315"},{"id":"occ_6436764ad5d4824a6c462ebe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_76309a29-0c6c-4b47-bbcf-d99f2467e50c","section_id":"sec_848129ca-7c23-438f-9e88-1feb9e6d909a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"実需は強い。  \nHBM需要は本物である。  \nAIデータセンターのメモリ制約も本物である。  \nSK Hynixの増資資金も、Samsungの自社株買いも、それを裏付ける材料である。","quote_start":0,"quote_end":92,"text_sha256":"227644013f60a494d915801c38f4eba4d4dc4e870e29f56de32a4d4dd02c2c83","block_sha256":"227644013f60a494d915801c38f4eba4d4dc4e870e29f56de32a4d4dd02c2c83","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_76309a29-0c6c-4b47-bbcf-d99f2467e50c"},{"id":"occ_a768a7d9d38934b0bc17a694","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_79f7c43f-a279-425a-899a-ace2d8f4e34e","section_id":"sec_8f49a0fa-d9f5-4396-bd7e-4f31bf0b5aa4","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"AIデータセンター、HBM、DRAM価格、NAND回復、ストレージ需要、SamsungとSK hynixのHBM供給、Micron決算。これらのストーリーは本物である。","quote_start":0,"quote_end":84,"text_sha256":"9302966b1d334d4f46131856d6a2f9a2bdc76787af0da56a8b8fd1e998dc4d11","block_sha256":"9302966b1d334d4f46131856d6a2f9a2bdc76787af0da56a8b8fd1e998dc4d11","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_79f7c43f-a279-425a-899a-ace2d8f4e34e"},{"id":"occ_8a6b1e6ef1c39001c3f6bfa3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_9c0e948f-738d-4a8b-856f-fb3e88257fb9","section_id":"sec_93aee416-f3af-4a1f-96ef-475c95e492d7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"SK HynixはHBMで先行し、NVIDIA向けサプライチェーンの中核として評価され、韓国市場でSamsungを上回る時価総額に達した。そこでNasdaq ADRを発行し、米国AI株市場に直接接続しようとしている。","quote_start":0,"quote_end":108,"text_sha256":"6416702a33d268b985f46fabb31d6a04f4b98eff8833d8697b6a4b68ee14641d","block_sha256":"6416702a33d268b985f46fabb31d6a04f4b98eff8833d8697b6a4b68ee14641d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_9c0e948f-738d-4a8b-856f-fb3e88257fb9"},{"id":"occ_c45677f8fb93a9e6735c675c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_9d607a6f-68f0-4b90-99e9-44f18ce61379","section_id":"sec_8f49a0fa-d9f5-4396-bd7e-4f31bf0b5aa4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"第一に、実需。  \nHBM、DRAM、NAND、AIサーバー需要。","quote_start":0,"quote_end":33,"text_sha256":"b47e5d7d1e3131a6ab50aae641b319594952e9fa0583ccd177ed511ca43b2a40","block_sha256":"b47e5d7d1e3131a6ab50aae641b319594952e9fa0583ccd177ed511ca43b2a40","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_9d607a6f-68f0-4b90-99e9-44f18ce61379"},{"id":"occ_98baed80ff7c5b55ce86b18d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_c01dc70b-63b5-4b6f-a7bf-b780c5fa8270","section_id":"sec_93aee416-f3af-4a1f-96ef-475c95e492d7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"一方、SamsungはHBMで出遅れたと見られてきた。しかし、90兆ウォン規模の自社株買い報道が出ることで、株価と社員報酬を連動させ、人材を引き止め、半導体部門のモチベーションを高める構図が見えてくる。","quote_start":0,"quote_end":101,"text_sha256":"fd97894ad2fc317d3ce93849be89532a40a2c8d7cf2720e48846e55ebe7f4bf3","block_sha256":"fd97894ad2fc317d3ce93849be89532a40a2c8d7cf2720e48846e55ebe7f4bf3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_c01dc70b-63b5-4b6f-a7bf-b780c5fa8270"},{"id":"occ_7c914279378c75d50b12df26","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_d6256910-02f9-421b-8b9e-fa1c279ae1ea","section_id":"sec_0a96a7d9-7297-405e-9540-0b8ae68d950d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはAI計算のボトルネックであり、DRAMはサーバー全体の供給制約に直結する。NANDやストレージも、推論、学習、データ保持、AIエージェントの長期記憶といった需要に関わる。","quote_start":0,"quote_end":89,"text_sha256":"ad524e76a0a2e41890cc97f01c458dfac64a2a0ba225e713e74d6c4ed682d0e0","block_sha256":"ad524e76a0a2e41890cc97f01c458dfac64a2a0ba225e713e74d6c4ed682d0e0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_d6256910-02f9-421b-8b9e-fa1c279ae1ea"},{"id":"occ_0f459a7d57d9c669398cc5ae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0","block_id":"blk_ea8096dd-aac3-42b1-b220-876401e77b69","section_id":"sec_93aee416-f3af-4a1f-96ef-475c95e492d7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM競争は、製造装置や工場だけで決まらない。歩留まり、パッケージング、設計、顧客認証、プロセス統合を担うエンジニアが決定的に重要である。","quote_start":0,"quote_end":69,"text_sha256":"97474a46b7861404b979c08e40f6b0165fe57343eba36dc3f2b227335a0c44e6","block_sha256":"97474a46b7861404b979c08e40f6b0165fe57343eba36dc3f2b227335a0c44e6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ae55c104-d140-4064-adf1-726fae29a7f3/#blk_ea8096dd-aac3-42b1-b220-876401e77b69"},{"id":"occ_0defd22c6302aedeb1cef892","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab","work_id":"wrk_4efede78-d9d9-4a37-854a-51a334476949","block_id":"blk_27a74cf7-9dfb-4555-93bd-673607d09b37","section_id":"sec_8747c6e9-bfe1-48ae-bd0e-5b586f5654fe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"AI相場の中心は、OpenAIやAnthropicのモデル性能だけではなく、HBM、DRAM、NAND、先端パッケージ、プローブカード、電力、冷却、ネットワークといった、AIインフラのボトルネック側へかなり移っていた。市場は「次のモデルが出るか」だけではなく、「そのモデルを動かすた","quote_start":0,"quote_end":141,"text_sha256":"36551a3107fee60346f8ed88de8f576a30aabf0d71566e1288220059871b6c13","block_sha256":"36551a3107fee60346f8ed88de8f576a30aabf0d71566e1288220059871b6c13","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab/#blk_27a74cf7-9dfb-4555-93bd-673607d09b37"},{"id":"occ_cae02a7489f1e1306bdfcd71","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab","work_id":"wrk_4efede78-d9d9-4a37-854a-51a334476949","block_id":"blk_8015fe7e-cf7d-437a-8a4a-5ee5fc277665","section_id":"sec_702500d0-fbc5-40fc-95b0-18a086240678","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"GPUやHBMやデータセンターだけでなく、完成したモデルのアクセス権そのものが、国家安全保障の管理対象になっていく。  \n「この国には使わせる」  \n「この企業には使わせる」  \n「この用途なら許可する」  \n「こ","quote_start":0,"quote_end":107,"text_sha256":"22b04ed4b9dc332b50103de4f93d2ad8029c92065d9ab4efb8c9c19372191317","block_sha256":"22b04ed4b9dc332b50103de4f93d2ad8029c92065d9ab4efb8c9c19372191317","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab/#blk_8015fe7e-cf7d-437a-8a4a-5ee5fc277665"},{"id":"occ_6814fd049c6a10c7ec980ff2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab","work_id":"wrk_4efede78-d9d9-4a37-854a-51a334476949","block_id":"blk_85b80605-b546-4dac-b92d-ebcff3d20f73","section_id":"sec_8747c6e9-bfe1-48ae-bd0e-5b586f5654fe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":80,"end":83,"exact":"HBM","quote":"転による強烈な下げだった。市場の注目は、GPT-5.6の新モデル期待よりも、Micronの決算、DRAM価格、HBM需要、メモリETF、レバレッジ商品の需給にかなり寄っていた。","quote_start":25,"quote_end":113,"text_sha256":"982c4aecf4bd4cbd4dd919f596a93cf95e2b2c2b599d20a73cbbba0f0e73fbcc","block_sha256":"982c4aecf4bd4cbd4dd919f596a93cf95e2b2c2b599d20a73cbbba0f0e73fbcc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab/#blk_85b80605-b546-4dac-b92d-ebcff3d20f73"},{"id":"occ_f9d6013a395e2475a4f254dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_afc88027-978f-428a-a597-dd5d129dc441","work_id":"wrk_9fae1367-ebbb-47c5-ad7b-3700deb207cd","block_id":"blk_6f0592ad-1717-42ba-95f3-e65324699906","section_id":"sec_f35f4f06-12ea-4798-b3c7-48aedd0ead3d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"特にフロンティアモデルの学習では、最先端GPU、HBM、先端パッケージング、データセンターネットワーク、ソフトウェアエコシステムが必要です。この領域では、中国はまだ米国に追いついていません。","quote_start":0,"quote_end":95,"text_sha256":"b68f6daf59055ba1896fefd46e810fe479d9805dfc276fe817875cfbbfc4fa28","block_sha256":"b68f6daf59055ba1896fefd46e810fe479d9805dfc276fe817875cfbbfc4fa28","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_afc88027-978f-428a-a597-dd5d129dc441/#blk_6f0592ad-1717-42ba-95f3-e65324699906"},{"id":"occ_108e788efdfead2b9e779ed1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_afc88027-978f-428a-a597-dd5d129dc441","work_id":"wrk_9fae1367-ebbb-47c5-ad7b-3700deb207cd","block_id":"blk_a133de3a-a063-4d04-a8f0-5afdfcee7540","section_id":"sec_aa09dc55-6cd6-4789-b72c-20f51a673b31","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":90,"end":93,"exact":"HBM","quote":"| ---: | --- |\n| フロンティアモデル研究 | 95 | 75 | 米国 |\n| 最先端GPU・HBMアクセス | 95 | 35 | 米国 |\n| AIクラウド資金力 | 95 | 60 | 米国 |\n| 半導体設計・ASIC | 90 | 55〜70 | 米国 |\n| ソフトウェア生態系 | 95","quote_start":35,"quote_end":193,"text_sha256":"55bcea786bd7d2263169071a1445d0e57f2aca31c58b234785ab863f304d81a8","block_sha256":"55bcea786bd7d2263169071a1445d0e57f2aca31c58b234785ab863f304d81a8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_afc88027-978f-428a-a597-dd5d129dc441/#blk_a133de3a-a063-4d04-a8f0-5afdfcee7540"},{"id":"occ_01655e30532d650dbcf159dc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_afc88027-978f-428a-a597-dd5d129dc441","work_id":"wrk_9fae1367-ebbb-47c5-ad7b-3700deb207cd","block_id":"blk_b5124b01-b2c1-4aa6-9271-519df58ac1ef","section_id":"sec_e872ff86-dafb-426e-9d86-1911e6d8d8f7","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":143,"end":146,"exact":"HBM","quote":"e/Anthropic/Meta vs DeepSeek/Alibaba/Baidu等 |\n| 最先端GPU・HBMアクセス | 95 | 35 | NVIDIA/TSMC/HBMで米国圏が強い |\n| AIクラウド資金力 | 95 | 60 | 米Big Tech年6500億ドル級 |\n| 国家動員・計画実行 |","quote_start":88,"quote_end":246,"text_sha256":"85d955784e0bff1188031b3be99a9988aac12445c5f8da874b4eb7c20c89637c","block_sha256":"85d955784e0bff1188031b3be99a9988aac12445c5f8da874b4eb7c20c89637c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_afc88027-978f-428a-a597-dd5d129dc441/#blk_b5124b01-b2c1-4aa6-9271-519df58ac1ef"},{"id":"occ_8a8ac89653b39a21782c23fb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_afc88027-978f-428a-a597-dd5d129dc441","work_id":"wrk_9fae1367-ebbb-47c5-ad7b-3700deb207cd","block_id":"blk_f3c02aee-d520-4010-a3a3-bdddb286610a","section_id":"sec_204a19a3-bab0-480d-8b2f-f2520a62e304","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"EUVへのアクセス制限、先端パッケージング、HBM、EDA、製造装置、CUDAのようなソフトウェア生態系、大規模GPUクラスタ運用。このあたりでは米国・台湾・韓国陣営がまだ強い。","quote_start":0,"quote_end":89,"text_sha256":"61423465de73cd1dc2c7ca0bfef82d9297ed4df0798984ae6d8e4e0fbe222ffc","block_sha256":"61423465de73cd1dc2c7ca0bfef82d9297ed4df0798984ae6d8e4e0fbe222ffc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_afc88027-978f-428a-a597-dd5d129dc441/#blk_f3c02aee-d520-4010-a3a3-bdddb286610a"},{"id":"occ_3cd2b5deb5d0be28d319cf8b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bb9a9bde-af83-422a-9558-c75e6cb1da78","work_id":"wrk_e0315bdc-338d-4bd7-8701-a2aa52fe1efe","block_id":"blk_c500ce89-951c-4c42-9dfd-adc670700ea2","section_id":"sec_3220509b-4b37-497f-a2fc-863b0685f8d7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"これは、GPU、HBM、DRAM、NAND、CXL、ネットワーク、ストレージ、データセンター、電力需要にとって追い風になる。特に、エージェントが自動で調査、実験、コード生成、検証を回す時代になると、推論需要は人間のチャット","quote_start":0,"quote_end":111,"text_sha256":"f13154fc7d2764da465d85a3158ec1e6a1a0414dc3b7aee2c4b6776b11a14f87","block_sha256":"f13154fc7d2764da465d85a3158ec1e6a1a0414dc3b7aee2c4b6776b11a14f87","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bb9a9bde-af83-422a-9558-c75e6cb1da78/#blk_c500ce89-951c-4c42-9dfd-adc670700ea2"},{"id":"occ_4addc2c5e7bc8353803354f2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","work_id":"wrk_0a43d7eb-6a36-444f-977f-73ef3a3f671a","block_id":"blk_1cecd83b-0c21-4109-9f3e-9062f98b060d","section_id":"sec_e3879c87-57ab-4f44-9c38-acbcb6899d68","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":53,"end":56,"exact":"HBM","quote":"PMICはPower Management ICで、複数の電源レールを管理するICである。GPUやCPU、HBM、SerDes、DPU、NVSwitchなど、AIDCの部品はそれぞれ異なる電圧を必要とする。PMICは、それらの電源投入順序、電圧監視、保護、制御を担う。","quote_start":0,"quote_end":134,"text_sha256":"6a779eddb112ab09aab8fc258e0650a1a4f51415f33218be7f06117af86c5fb5","block_sha256":"6a779eddb112ab09aab8fc258e0650a1a4f51415f33218be7f06117af86c5fb5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88/#blk_1cecd83b-0c21-4109-9f3e-9062f98b060d"},{"id":"occ_82a3248f4b6c4506285f7207","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","work_id":"wrk_0a43d7eb-6a36-444f-977f-73ef3a3f671a","block_id":"blk_3cc2a7c8-cbbc-4e85-8df5-696c254118e4","section_id":"sec_9079cfd8-9ea4-4889-9846-9680f82ca0a3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"## 14. まとめ：AIDC電源はGPU/HBMに次ぐ巨大テーマになる","quote_start":0,"quote_end":36,"text_sha256":"4d683c13fa3ee08198286c7e6ee05e7d89b5dd2691045d35fdfea5fca0865f8f","block_sha256":"4d683c13fa3ee08198286c7e6ee05e7d89b5dd2691045d35fdfea5fca0865f8f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88/#blk_3cc2a7c8-cbbc-4e85-8df5-696c254118e4"},{"id":"occ_f036ecbb8844476bbb1849d5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","work_id":"wrk_0a43d7eb-6a36-444f-977f-73ef3a3f671a","block_id":"blk_a3cbe3f7-d74c-4aa7-858f-2bafc56bda6e","section_id":"sec_c187a0c3-47c7-4bfb-b1a9-5ac7ac7c86df","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"AIデータセンター、いわゆるAIDCの競争は、GPUやHBMだけでは決まらなくなっている。今後の性能限界を左右するのは、むしろ「電気をどう運び、どう変換し、どう冷やすか」になっていく。","quote_start":0,"quote_end":92,"text_sha256":"5d78bd51bfa2bd4930c82541897743595ca85b324902bbb1ad406421fceeb1f5","block_sha256":"5d78bd51bfa2bd4930c82541897743595ca85b324902bbb1ad406421fceeb1f5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88/#blk_a3cbe3f7-d74c-4aa7-858f-2bafc56bda6e"},{"id":"occ_bed72018fabff784b0ac4ed1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","work_id":"wrk_0a43d7eb-6a36-444f-977f-73ef3a3f671a","block_id":"blk_a5f5b6bc-b927-4bbb-b690-c760e72600b6","section_id":"sec_02be9151-b7cd-4eb4-a745-eb52b808b6fe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"AIデータセンターの性能を考えるとき、GPU数やHBM容量は分かりやすい。しかし、ラック電力が100kW、300kW、600kW、1MWへ上がると、最終的な制約は「何ワットを、どれだけ安定して、どれだけ小さな損失で届けられるか」になる。","quote_start":0,"quote_end":118,"text_sha256":"a7eb142695bcc75547351d683bd7201dcbcebd717b5722fc10a449c0e9fa3036","block_sha256":"a7eb142695bcc75547351d683bd7201dcbcebd717b5722fc10a449c0e9fa3036","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88/#blk_a5f5b6bc-b927-4bbb-b690-c760e72600b6"},{"id":"occ_57824641efa91bf7fc43144c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","work_id":"wrk_0a43d7eb-6a36-444f-977f-73ef3a3f671a","block_id":"blk_c58ea8b1-1845-4754-9f9a-14ca5a356db1","section_id":"sec_0d34ec4d-b88d-4cd0-853a-4e0862729d29","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"- AIDC電源は、GPU/HBMに次ぐ周辺テーマではなく、AIファクトリーの性能上限を決める中核テーマである。\n- 48V/50V、800VDC化は、配電損失を減らす一方で、上流・中流・下流の電源部品需要を広げる。\n- SSTは変圧","quote_start":0,"quote_end":117,"text_sha256":"5cdc7e2797fe0cbe132c991654206dbcce16c77a54afdcaa0c2e0a935710d6f8","block_sha256":"5cdc7e2797fe0cbe132c991654206dbcce16c77a54afdcaa0c2e0a935710d6f8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88/#blk_c58ea8b1-1845-4754-9f9a-14ca5a356db1"},{"id":"occ_bed24d8bc2e06fa08e6c911d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","work_id":"wrk_0a43d7eb-6a36-444f-977f-73ef3a3f671a","block_id":"blk_e72943cd-86d7-4508-a2df-96833397f5e4","section_id":"sec_867961a6-fdb3-49df-877d-6db92b03b5b2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"ここにCPU、HBM、NVSwitch、DPU、NIC、SSD、管理系、50V→12V/6Vの中間変換、保護IC、電流センサー、PMICが加わる。したがって、AIDCラックでは電源関連部品だけで数千〜数万個規模になる。","quote_start":0,"quote_end":109,"text_sha256":"06e1bf270f5dba982f713e76c5f8bb6300cad4484586f86a45a673624f43087c","block_sha256":"06e1bf270f5dba982f713e76c5f8bb6300cad4484586f86a45a673624f43087c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88/#blk_e72943cd-86d7-4508-a2df-96833397f5e4"},{"id":"occ_1f2b0f6a5cb579710c187f29","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bcca5c5e-94f7-4bf9-b249-187454f09a22","work_id":"wrk_77df700f-3c41-42ae-ad85-1b2c4392d920","block_id":"blk_0ddce5eb-cc98-4043-925f-d34661eec18b","section_id":"sec_aa0deb09-1962-48b9-8263-7262a6a58fb9","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"従来型メモリが余っていてもHBMが不足するように、旧世代GPUが余っていても、最新の液冷ラック、CPU、光接続、HBM、AIストレージは不足する。","quote_start":0,"quote_end":73,"text_sha256":"32ee8c3c56d666ee9f71ca7192dc905829dad813fe176206638d7ac9f745934a","block_sha256":"32ee8c3c56d666ee9f71ca7192dc905829dad813fe176206638d7ac9f745934a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bcca5c5e-94f7-4bf9-b249-187454f09a22/#blk_0ddce5eb-cc98-4043-925f-d34661eec18b"},{"id":"occ_4676b564c985078f9f79fdce","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bcca5c5e-94f7-4bf9-b249-187454f09a22","work_id":"wrk_77df700f-3c41-42ae-ad85-1b2c4392d920","block_id":"blk_2fe6013b-8d28-4f3a-9114-2c048bcff670","section_id":"sec_96e65b1e-68ce-4464-9c22-cf4ccb5a1be7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"一方で、安価な電力、受電設備、液冷、CPU、HBM、SSD、光通信、最新アクセラレーターを組み合わせ、計算資源を高稼働率で回せるAIDCの価値は残りやすい。","quote_start":0,"quote_end":78,"text_sha256":"2825d2b8ef1bbb4b03c6bf96fd0c8a57e17dbe39b51d6c44a84569890345d7bb","block_sha256":"2825d2b8ef1bbb4b03c6bf96fd0c8a57e17dbe39b51d6c44a84569890345d7bb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bcca5c5e-94f7-4bf9-b249-187454f09a22/#blk_2fe6013b-8d28-4f3a-9114-2c048bcff670"},{"id":"occ_117cb1649cdc22e998299a07","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bde0c156-c5e8-4c02-a4c1-11e282359f67","work_id":"wrk_a7af3483-9e85-4461-8227-e9fe7141f2c3","block_id":"blk_7498ec17-a485-408d-aeab-2c07a7945a69","section_id":"sec_85677f88-2b6f-40af-ab00-f9f6e82c0edb","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"AIデータセンターにはGPUが必要だ。  \nGPUにはHBMが必要だ。  \nHBMには先端パッケージが必要だ。  \n先端チップにはTSMC、Samsung、Intelのような製造能力が必要だ。","quote_start":0,"quote_end":96,"text_sha256":"ee4569c9085af07cf5dd184d745baba1db4e918017ea2268c8b1fcc59b414f10","block_sha256":"ee4569c9085af07cf5dd184d745baba1db4e918017ea2268c8b1fcc59b414f10","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bde0c156-c5e8-4c02-a4c1-11e282359f67/#blk_7498ec17-a485-408d-aeab-2c07a7945a69"},{"id":"occ_f8f14a627f4339a527239970","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bde0c156-c5e8-4c02-a4c1-11e282359f67","work_id":"wrk_a7af3483-9e85-4461-8227-e9fe7141f2c3","block_id":"blk_bed6f025-b070-46e0-8270-d65ab129865b","section_id":"sec_85677f88-2b6f-40af-ab00-f9f6e82c0edb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":64,"end":67,"exact":"HBM","quote":"常に難しい。  \n半導体製造は、ロケットやEV工場以上に複雑で、EUV、歩留まり、材料、装置、先端パッケージ、HBM、熟練人材が絡む。","quote_start":9,"quote_end":76,"text_sha256":"ce1b9143ab1e1b0a45d5d1344d49a26b4b087dc644cf406939ded3b43c62fbcc","block_sha256":"ce1b9143ab1e1b0a45d5d1344d49a26b4b087dc644cf406939ded3b43c62fbcc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bde0c156-c5e8-4c02-a4c1-11e282359f67/#blk_bed6f025-b070-46e0-8270-d65ab129865b"},{"id":"occ_f521f4cffbdf378a5822bf1c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_03d29e89-9dd1-4a5a-8a3f-ef43cfb3aacb","section_id":"sec_ecaf612e-3ba0-41bf-bf9c-c371f2b62d8a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM bandwidthを5TB/sとすると、1 Decode stepで41GB読む時間は、","quote_start":0,"quote_end":48,"text_sha256":"8178fe23cebcad3779ca3f7073e8659f64dd932cd290d1418739fb0fc0b5c3b3","block_sha256":"8178fe23cebcad3779ca3f7073e8659f64dd932cd290d1418739fb0fc0b5c3b3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_03d29e89-9dd1-4a5a-8a3f-ef43cfb3aacb"},{"id":"occ_75b042bc242ab725b7b92e98","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_0cd301d9-65b0-4936-bd80-c20281f51217","section_id":"sec_e839ba65-3baf-4f21-8e52-69cd814d38c5","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","zHBM"],"evidence":{"text_basis":"markdown","start":17,"end":21,"exact":"zHBM","quote":"Samsungが2026年に示したzHBMも、HBMをAI acceleratorの上へ直接3D stackし、Hybrid Copper Bondingを使ってlogicとmemoryの距離そのものを縮める構想です。Samsungはconc","quote_start":0,"quote_end":121,"text_sha256":"6cec0c5a1d3634b819e4ba5c3bfb34b085e68b25a8e9fd5bbd6c22970a814e3f","block_sha256":"6cec0c5a1d3634b819e4ba5c3bfb34b085e68b25a8e9fd5bbd6c22970a814e3f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_0cd301d9-65b0-4936-bd80-c20281f51217"},{"id":"occ_aed7a3786ec41d0cb9925c10","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_1002fbb3-f008-4c60-8eb2-82dfcdfc6ad9","section_id":"sec_77517ee6-4edd-4ad8-8c01-277a1c323b58","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"全部HBMに入れる","quote_start":0,"quote_end":9,"text_sha256":"0329cbe5614c318760bde810b6373caf27dbcbcfbd0e933576b95b5d0cacdd5c","block_sha256":"0329cbe5614c318760bde810b6373caf27dbcbcfbd0e933576b95b5d0cacdd5c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_1002fbb3-f008-4c60-8eb2-82dfcdfc6ad9"},{"id":"occ_996bd38d5d3d13e215d3c574","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_125fae1e-7ccc-48c4-9a6a-4650890ce8bd","section_id":"sec_7bbe60cc-c101-4b5c-92b4-002aae733bbc","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"TrendForceは2027年に、HBMが上位3社のDRAM wafer inputの約30%を使う一方、DRAM bit supplyに占めるHBMは約13%と予測しています。(TrendForce)","quote_start":0,"quote_end":102,"text_sha256":"8a3fbccbd25919d8232b59a6c1b3692cd61f89e3b0b797ecf53ffe6764724d77","block_sha256":"8a3fbccbd25919d8232b59a6c1b3692cd61f89e3b0b797ecf53ffe6764724d77","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_125fae1e-7ccc-48c4-9a6a-4650890ce8bd"},{"id":"occ_86bae810e7c99d03e4fdf496","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_1d242f2f-8e6f-48b6-b5b2-91e20e73aed5","section_id":"sec_77517ee6-4edd-4ad8-8c01-277a1c323b58","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"しかしHBMは高価で、電力もwafer resourceも大量に消費します。","quote_start":0,"quote_end":38,"text_sha256":"175363dc81316bc8a5891f691abfa967a558a746dcef07de8292d82c4a4ec31b","block_sha256":"175363dc81316bc8a5891f691abfa967a558a746dcef07de8292d82c4a4ec31b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_1d242f2f-8e6f-48b6-b5b2-91e20e73aed5"},{"id":"occ_874dc9cec7131e0efc50dc36","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_1ddecb30-d49c-4ef1-b910-b7f9e3c88c7f","section_id":"sec_58df6921-f7bc-4e49-88fd-3472462a07cf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"大容量SRAM高bandwidth SRAMSmart HBM細粒度compute","quote_start":0,"quote_end":41,"text_sha256":"a20282bfed167674b6380aa1d9cbac0ca70b35a55bdd422cdea3f97d2a4affdc","block_sha256":"a20282bfed167674b6380aa1d9cbac0ca70b35a55bdd422cdea3f97d2a4affdc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_1ddecb30-d49c-4ef1-b910-b7f9e3c88c7f"},{"id":"occ_7fc00fe1f6605011a8f2d0a4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_1e28662d-45ae-4cb1-8213-48c54c91dfe7","section_id":"sec_854533f9-f28b-422c-97da-3237e7b6d50e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"現在のCloud AIの経済性は、この巨大Batchと巨大HBM容量に大きく依存しています。","quote_start":0,"quote_end":46,"text_sha256":"c9c105b13df8ee7c3579170ffc81f0f05fc61adcf8f6cda24ab44db88452e3eb","block_sha256":"c9c105b13df8ee7c3579170ffc81f0f05fc61adcf8f6cda24ab44db88452e3eb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_1e28662d-45ae-4cb1-8213-48c54c91dfe7"},{"id":"occ_1f58eaf92d24309c70636eb2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_23b7c4a5-14c5-4d88-ac2f-beec9102f930","section_id":"sec_d45bbb01-af8b-4156-b907-ca899d2bcf45","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"1 taskあたりKV/HBM capacity","quote_start":0,"quote_end":24,"text_sha256":"bfb1ad9e3321f95234788aef36c0bb84ac4f323f12cdf117da0f9ccd1dcec5e2","block_sha256":"bfb1ad9e3321f95234788aef36c0bb84ac4f323f12cdf117da0f9ccd1dcec5e2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_23b7c4a5-14c5-4d88-ac2f-beec9102f930"},{"id":"occ_d7d61f1b88f59a105c25a357","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_24264f45-f56f-4438-adee-fc27c7c850a0","section_id":"sec_222d8f96-ba82-4b54-bc3b-55327016b6fa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"しかし、PrefillとDecodeがすでに異なるhardwareへ分かれ始め、HBMはlogicを持ち始め、SRAM-heavy Decode acceleratorが実際にCloudへ入り、HBFという新しいmemory tierが標準化され、3D DRAM・3D Logic・CP","quote_start":0,"quote_end":143,"text_sha256":"1779da69f7700c10959b33ca73f4c8fce8fa398da0af1209ea89090b5b1cd8d9","block_sha256":"1779da69f7700c10959b33ca73f4c8fce8fa398da0af1209ea89090b5b1cd8d9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_24264f45-f56f-4438-adee-fc27c7c850a0"},{"id":"occ_a2b585f3c48e197d12a6ddb7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_3d62669f-f124-4675-b5bd-b587332141c4","section_id":"sec_222d8f96-ba82-4b54-bc3b-55327016b6fa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"KV / Fast Weight比率SRAM / Compute比率HBM GB / useful tokenHBM bandwidth / ComputeLogic Base Dieの機能3D DRAM yield-adjusted bits/waferHybrid Bo","quote_start":0,"quote_end":137,"text_sha256":"f3783f67670c5d2ae03db9606ffdd8ce903d8784df6ad65b845f3e07b4d9b6f9","block_sha256":"f3783f67670c5d2ae03db9606ffdd8ce903d8784df6ad65b845f3e07b4d9b6f9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_3d62669f-f124-4675-b5bd-b587332141c4"},{"id":"occ_0c71c5c11ab5b800a7e11838","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_4be02bff-8204-4ca8-aae9-4b687a6e373a","section_id":"sec_222d8f96-ba82-4b54-bc3b-55327016b6fa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"終わりに――「HBMを何Hi積むか」の次に来る競争","quote_start":0,"quote_end":25,"text_sha256":"59b5da553ecf4127b21abb9cb3432e8d04000728428b14eb7c5e74fce9af4f87","block_sha256":"59b5da553ecf4127b21abb9cb3432e8d04000728428b14eb7c5e74fce9af4f87","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_4be02bff-8204-4ca8-aae9-4b687a6e373a"},{"id":"occ_68283038ac813c6fb1d98ff0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_594c0525-9efd-4e7c-8411-5b50379dd858","section_id":"sec_21a7aedc-6cab-409b-906c-bbb1b24b681e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMだけを見ると全体を見失う","quote_start":0,"quote_end":15,"text_sha256":"7937a9228280fe45dfcbf41dae916c13338decd48ae87ced18f34ced1d40f113","block_sha256":"7937a9228280fe45dfcbf41dae916c13338decd48ae87ced18f34ced1d40f113","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_594c0525-9efd-4e7c-8411-5b50379dd858"},{"id":"occ_bc25f025c5d4a3b71d2c35c5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_61499794-bafe-40c3-a960-fa6c9f186553","section_id":"sec_a793b785-9bb0-481a-8615-ad4200c3a748","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"TSMC自身も2028年に14-reticle CoWoSで約10個の大型compute dieと20 HBM stacksを統合し、2029年には14 reticle超へ拡大するroadmapを示しています。(TSMC)","quote_start":0,"quote_end":111,"text_sha256":"08e81c553b73f5147c02ef9da8845e0cd91704932f90fad50233fefb57b7b56b","block_sha256":"08e81c553b73f5147c02ef9da8845e0cd91704932f90fad50233fefb57b7b56b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_61499794-bafe-40c3-a960-fa6c9f186553"},{"id":"occ_7167f8a6c81ba6442c659fb1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_72e4f5ab-ae90-454c-874f-548e44f424fe","section_id":"sec_222d8f96-ba82-4b54-bc3b-55327016b6fa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"この世界では、HBMを16Hiから20Hiへ伸ばせたかどうかだけでAI半導体の性能を判断することはできません。","quote_start":0,"quote_end":55,"text_sha256":"8f4a7df3639abbb9feeda9e8922426a3392de5e894139e39f9bc75a094458f8b","block_sha256":"8f4a7df3639abbb9feeda9e8922426a3392de5e894139e39f9bc75a094458f8b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_72e4f5ab-ae90-454c-874f-548e44f424fe"},{"id":"occ_609c4a98e67b23721a5138d0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_7a0940b4-2ee4-4f9b-a966-274e82aaf957","section_id":"sec_b247e3d0-f5f7-4040-bedb-d73f1cdb089b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"1 taskあたりHBM容量は大幅に減っても、世界全体のHBM bit需要はむしろ増える","quote_start":0,"quote_end":44,"text_sha256":"d6797b17f0c4c0fb3f38eb4209cbdbbe128f88a1b0974ab782b76ca53817e87f","block_sha256":"d6797b17f0c4c0fb3f38eb4209cbdbbe128f88a1b0974ab782b76ca53817e87f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_7a0940b4-2ee4-4f9b-a966-274e82aaf957"},{"id":"occ_280953c2bc60b1226078753c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_7da2ad87-bdd7-4d35-8c11-14623addec8c","section_id":"sec_5cfd429f-b987-4e04-8c7f-9732fa65da4a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4ではすでに変化が始まっています。","quote_start":0,"quote_end":20,"text_sha256":"3ba522006d553c4017c8bcaf93502f2e38c84bf1a2a2f91c5aa68723836709c0","block_sha256":"3ba522006d553c4017c8bcaf93502f2e38c84bf1a2a2f91c5aa68723836709c0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_7da2ad87-bdd7-4d35-8c11-14623addec8c"},{"id":"occ_98aa910eabcffef4829fedc2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_8858236a-c8b0-4926-a175-9af8c272d65d","section_id":"sec_ec1a51d5-26ed-4994-a13a-6a7ee739a531","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"AI半導体の競争を、単純な「GPUのFLOPS」と「HBM容量」の競争だけで捉えることが難しくなり始めています。","quote_start":0,"quote_end":56,"text_sha256":"0452550aa4398fdecef9c616a2676485dfa2cd6c272174d254ba85adde897bd9","block_sha256":"0452550aa4398fdecef9c616a2676485dfa2cd6c272174d254ba85adde897bd9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_8858236a-c8b0-4926-a175-9af8c272d65d"},{"id":"occ_8b1a85f645bd150d025eb732","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_8d8e4f3f-56af-4177-8656-ae6c5bb21efe","section_id":"sec_a992dc4a-0da1-422a-8782-754062d79eeb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"もし性能を維持したままこの規模の圧縮ができるなら、HBM容量制約は根本的に変わります。","quote_start":0,"quote_end":43,"text_sha256":"9c84aa2a1c0c6b2ede75dd4a9de40940073fbb9d739ecf1e1dca27aacad428f1","block_sha256":"9c84aa2a1c0c6b2ede75dd4a9de40940073fbb9d739ecf1e1dca27aacad428f1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_8d8e4f3f-56af-4177-8656-ae6c5bb21efe"},{"id":"occ_0d2986aa50f10f2971cd7184","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_8fc58fd6-5adf-40c3-95ba-adf64d44575d","section_id":"sec_054b3f89-d7b8-431b-a1b7-cba63d065682","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"これがDecodeでHBM容量を猛烈に消費する理由です。","quote_start":0,"quote_end":28,"text_sha256":"6dc3299fdbab20410239931d00d3065f5cffa42655b573123a08c57b6a013cb8","block_sha256":"6dc3299fdbab20410239931d00d3065f5cffa42655b573123a08c57b6a013cb8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_8fc58fd6-5adf-40c3-95ba-adf64d44575d"},{"id":"occ_baefd113449b9cadd6816e32","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_974f1927-46a1-4b09-8903-8e386e2895cf","section_id":"sec_5badda06-2fe6-444e-9e2b-f9f354b40cb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"がHBM Base Dieです。","quote_start":0,"quote_end":16,"text_sha256":"98ef73edfeedf5db3fd935608957b5d5ef24214dc15cd0e00e1ab155ee94c433","block_sha256":"98ef73edfeedf5db3fd935608957b5d5ef24214dc15cd0e00e1ab155ee94c433","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_974f1927-46a1-4b09-8903-8e386e2895cf"},{"id":"occ_b8b11506283f2eff4f5af20e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_9872bd90-bcbe-413a-b2ff-0c121cdde6f6","section_id":"sec_e93e8dbc-cdd5-4df2-ac19-eccf52e71014","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM write bandwidth","quote_start":0,"quote_end":19,"text_sha256":"218c237d2e8bc43c4b479622ece024ac4ae9a0c978fcba0077907e2cdf05f3a1","block_sha256":"218c237d2e8bc43c4b479622ece024ac4ae9a0c978fcba0077907e2cdf05f3a1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_9872bd90-bcbe-413a-b2ff-0c121cdde6f6"},{"id":"occ_83fe9843ef5f1339d2bcf186","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_9988743e-fb84-4376-b3a5-b014b5b5d239","section_id":"sec_5cfd429f-b987-4e04-8c7f-9732fa65da4a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"Samsung HBM4は4nm Logic Base Dieを採用して量産されています。(Samsung Global Newsroom)","quote_start":0,"quote_end":70,"text_sha256":"18cf6ab706280021ecc0b3d78574e203cc6c13c40c987314e6880a97eb89ce13","block_sha256":"18cf6ab706280021ecc0b3d78574e203cc6c13c40c987314e6880a97eb89ce13","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_9988743e-fb84-4376-b3a5-b014b5b5d239"},{"id":"occ_c320df7e167f879775db9ba2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_9e232d15-aa5b-4a2a-89ec-388f8a32b0fa","section_id":"sec_5badda06-2fe6-444e-9e2b-f9f354b40cb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"90M accelerator/year12 HBM stacks/accelerator80mm²-class Logic Base Die","quote_start":0,"quote_end":71,"text_sha256":"144c50ffdf136c781260c8d0fb08b05f7db547d7f9a412850ac4e8b195700f24","block_sha256":"144c50ffdf136c781260c8d0fb08b05f7db547d7f9a412850ac4e8b195700f24","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_9e232d15-aa5b-4a2a-89ec-388f8a32b0fa"},{"id":"occ_69cd07ab6c611d9793e6f76d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_9e5d8542-6628-4188-afd7-82f18bf95de4","section_id":"sec_222d8f96-ba82-4b54-bc3b-55327016b6fa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"そしてその場合、次のAIインフラ不足は単純なHBM不足ではありません。","quote_start":0,"quote_end":35,"text_sha256":"f8777974388e2c6d1043b2ba8fb06fcd861dd36b37d82589ab08979dfe175926","block_sha256":"f8777974388e2c6d1043b2ba8fb06fcd861dd36b37d82589ab08979dfe175926","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_9e5d8542-6628-4188-afd7-82f18bf95de4"},{"id":"occ_6e36827b2f575c98d46f06dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_9fda081c-25a5-48f4-96c2-9921937c09c8","section_id":"sec_5cfd429f-b987-4e04-8c7f-9732fa65da4a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"17．HBM Logic Base Dieも「小さなアクセラレータ」になる","quote_start":0,"quote_end":37,"text_sha256":"d73fcbe9db9546d699b1e9d1838132eb4845be80a7e5b22a65bf65890d10ddcc","block_sha256":"d73fcbe9db9546d699b1e9d1838132eb4845be80a7e5b22a65bf65890d10ddcc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_9fda081c-25a5-48f4-96c2-9921937c09c8"},{"id":"occ_84d07751eeb3c9a0cab7f6bf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_a11452a0-037f-4919-8cf9-c14a79376050","section_id":"sec_1e32f257-fa2c-4340-94ce-2936ec3d91c8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM / DRAM waferCoWoS / EMIBadvanced logicoptical transceiver","quote_start":0,"quote_end":61,"text_sha256":"6a60ed32a67d22535857ac089af04d0df6538c445af87b1efb6ea15bd6eb1a5a","block_sha256":"6a60ed32a67d22535857ac089af04d0df6538c445af87b1efb6ea15bd6eb1a5a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_a11452a0-037f-4919-8cf9-c14a79376050"},{"id":"occ_72364a87e000df5ce09ebb57","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_a2893fd7-ee57-4eb0-95e2-d0eba3724b34","section_id":"sec_71154985-1bd2-48fa-ae6f-29b5337bec66","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"14．HBFはHBMとSSDの間へ入る","quote_start":0,"quote_end":19,"text_sha256":"fe95ceebf2706e2a2e6f43a26b63767f1b001d8c5f3a5e3eadfa4e9e57e07ece","block_sha256":"fe95ceebf2706e2a2e6f43a26b63767f1b001d8c5f3a5e3eadfa4e9e57e07ece","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_a2893fd7-ee57-4eb0-95e2-d0eba3724b34"},{"id":"occ_d45d7d496569e9668c5e0c47","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_a702f26e-bce8-4975-8d61-fd4c3e1cb121","section_id":"sec_7bbe60cc-c101-4b5c-92b4-002aae733bbc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"つまりHBM 1bitは通常DRAMよりはるかに高いwafer resourceを必要とします。","quote_start":0,"quote_end":48,"text_sha256":"a43678ae7f3d22bb83c226b69ba17e1c225e1fb2977674991f961b9700e7cc2e","block_sha256":"a43678ae7f3d22bb83c226b69ba17e1c225e1fb2977674991f961b9700e7cc2e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_a702f26e-bce8-4975-8d61-fd4c3e1cb121"},{"id":"occ_6a2b6c4bfc3c579a58fe858a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_a759c396-4104-4ac8-ae9a-5dbc828d2fb9","section_id":"sec_3a9f19f3-bd19-4fca-9258-f14eda230fbc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"現在HBMは、","quote_start":0,"quote_end":7,"text_sha256":"24c235064ce43ea83aa65af9fd6bcf729d1ba5f144b1c61fdc1adb29e26feb87","block_sha256":"24c235064ce43ea83aa65af9fd6bcf729d1ba5f144b1c61fdc1adb29e26feb87","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_a759c396-4104-4ac8-ae9a-5dbc828d2fb9"},{"id":"occ_fbd47a49fa05b9a5a26077ef","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_b12fbc8b-8a46-4cc5-9bf9-c5ebb04cf5b8","section_id":"sec_7bbe60cc-c101-4b5c-92b4-002aae733bbc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"しかもHBMはすでにDRAM waferを大量消費します。","quote_start":0,"quote_end":29,"text_sha256":"1151af22b952497e01493d484bda24dac5d0936346251f46faabe42d4ea97861","block_sha256":"1151af22b952497e01493d484bda24dac5d0936346251f46faabe42d4ea97861","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_b12fbc8b-8a46-4cc5-9bf9-c5ebb04cf5b8"},{"id":"occ_bf5f545463574307655113d8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_b9a01ce7-c6b1-4958-b2d8-6d270daf803a","section_id":"sec_5badda06-2fe6-444e-9e2b-f9f354b40cb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"26．HBM Logic Base Dieが意外に大きい","quote_start":0,"quote_end":28,"text_sha256":"38b73eb0607f4fdf08b7a6c219a85b4ecd50b47e052738bc02980e82a4280fda","block_sha256":"38b73eb0607f4fdf08b7a6c219a85b4ecd50b47e052738bc02980e82a4280fda","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_b9a01ce7-c6b1-4958-b2d8-6d270daf803a"},{"id":"occ_afb32bfa4e17f851973e4b14","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_bfa8eaa1-b5b3-4e8f-aadc-24e9a0adecc4","section_id":"sec_b247e3d0-f5f7-4040-bedb-d73f1cdb089b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"20．TTTはHBMを減らすのに、総HBM需要は減らない可能性","quote_start":0,"quote_end":31,"text_sha256":"a7707b49fc7db803b5b0f7dd14776b9670c6203727327ff5dc69e8dbd4be6f75","block_sha256":"a7707b49fc7db803b5b0f7dd14776b9670c6203727327ff5dc69e8dbd4be6f75","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_bfa8eaa1-b5b3-4e8f-aadc-24e9a0adecc4"},{"id":"occ_a28e716c9a27f59f75f3b496","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_c182b195-f780-415b-8318-52b31079d2c1","section_id":"sec_27ceab9f-05ba-4f7b-b144-726e5e287f7e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_c182b195-f780-415b-8318-52b31079d2c1"},{"id":"occ_ec8676f058b54243edbbdc91","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_ca3bcc8e-864a-4945-b0cb-0f9df460bc39","section_id":"sec_e839ba65-3baf-4f21-8e52-69cd814d38c5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":56,"end":59,"exact":"HBM","quote":"ompute Logic────────────3D SRAMFast Weights────────────HBM LogicKV / Compression / PIM────────────3D DRAMActive State────────────HBF / zNANDWarm State────────","quote_start":1,"quote_end":159,"text_sha256":"e2a8ec85d3c43c9e9aa2cae14b8110702686a2e1a163aff75814249129c08de8","block_sha256":"e2a8ec85d3c43c9e9aa2cae14b8110702686a2e1a163aff75814249129c08de8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_ca3bcc8e-864a-4945-b0cb-0f9df460bc39"},{"id":"occ_264436146e9e7d6be8e6be26","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_cd3e870c-1007-4858-802f-36a7a561e652","section_id":"sec_21a7aedc-6cab-409b-906c-bbb1b24b681e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"これらはHBMほどhotではないが、NANDほどcoldでもない。","quote_start":0,"quote_end":33,"text_sha256":"7c989d5eb316089c7461e0ac72e83f303a558728e57b14e7d34f8c8739b29db2","block_sha256":"7c989d5eb316089c7461e0ac72e83f303a558728e57b14e7d34f8c8739b29db2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_cd3e870c-1007-4858-802f-36a7a561e652"},{"id":"occ_4e75e8d172e2d850c9e4ba10","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_d6d09957-7358-43cd-a6bb-b3df3cd72a37","section_id":"sec_3c738700-6a33-4f7f-8ad0-d3a8256ffb0c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMがactive memoryになる。","quote_start":0,"quote_end":21,"text_sha256":"f721d1fc94cbea3a5dd38311bf1a598c32f8cb4e7a6fb28697e4ad8c57c64aad","block_sha256":"f721d1fc94cbea3a5dd38311bf1a598c32f8cb4e7a6fb28697e4ad8c57c64aad","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_d6d09957-7358-43cd-a6bb-b3df3cd72a37"},{"id":"occ_b8b76b3110b7c3a935354791","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_d75e9790-13b7-4a74-adbe-951cc9718b04","section_id":"sec_6b15b456-26c4-492f-8311-c07557c9bdbb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを単純die数で見ると、","quote_start":0,"quote_end":15,"text_sha256":"de93f00bd4f32b58c69e7bace865f1bb7f9345726724fb1fe476267a83637811","block_sha256":"de93f00bd4f32b58c69e7bace865f1bb7f9345726724fb1fe476267a83637811","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_d75e9790-13b7-4a74-adbe-951cc9718b04"},{"id":"occ_d6fe5f235af75a96b78aea40","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_de9fe01c-c1a5-4faa-b101-69c392802982","section_id":"sec_5cfd429f-b987-4e04-8c7f-9732fa65da4a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"Samsung Foundryはcustom HBMについて、memory controllerだけでなくacceleratorやCPU機能もbase dieへ統合可能と説明しています。(Samsung Semiconductor Global)","quote_start":0,"quote_end":123,"text_sha256":"b23e8b5c144c591389d1e37029d99bd00fa661d21b79d26bd68d8e1144b2d3a0","block_sha256":"b23e8b5c144c591389d1e37029d99bd00fa661d21b79d26bd68d8e1144b2d3a0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_de9fe01c-c1a5-4faa-b101-69c392802982"},{"id":"occ_76596a4145d7471604dd0b8d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_df0c5939-d71d-477c-9dc8-f3ac26ce28b9","section_id":"sec_054b3f89-d7b8-431b-a1b7-cba63d065682","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":60,"end":63,"exact":"HBM","quote":"AもDecode workerでは、最大batch数やtoken数を増やすほどKV blockが増え、利用可能HBMを圧迫すると説明しています。(NVIDIA Docs)","quote_start":5,"quote_end":90,"text_sha256":"2f2a939e846e195ac6d97deda422bd644a9880323798e622fdde4d908d7e05bf","block_sha256":"2f2a939e846e195ac6d97deda422bd644a9880323798e622fdde4d908d7e05bf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_df0c5939-d71d-477c-9dc8-f3ac26ce28b9"},{"id":"occ_d4cd4e8466658c4884745f16","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_e0432128-b278-4257-9fe1-39908958a791","section_id":"sec_e2308e02-c4f6-46d0-9003-eda61726eafd","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"Prefill / CompressGPU / ASIC / HBM││ Optical▼Decode + Fast UpdateSRAM-heavy││ Async transfer▼ConsolidationTraining ASIC / HBM","quote_start":0,"quote_end":125,"text_sha256":"ae26ac67357d2c9e90bda4bc11f78623a1d3ffbf1b4a3592be6705d2cf28bf10","block_sha256":"ae26ac67357d2c9e90bda4bc11f78623a1d3ffbf1b4a3592be6705d2cf28bf10","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_e0432128-b278-4257-9fe1-39908958a791"},{"id":"occ_23b0334e933beb6692c0436b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_e0cbd970-59d4-4ee2-8fdc-a7d10b44381b","section_id":"sec_6b15b456-26c4-492f-8311-c07557c9bdbb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"2035には、HBM test workloadが2026比15～25倍まで増えるシナリオも十分考えられます。","quote_start":0,"quote_end":55,"text_sha256":"c3d9853ddd489290efcc8b4525e745802be1da7aa1fcb7e888422378fad0094e","block_sha256":"c3d9853ddd489290efcc8b4525e745802be1da7aa1fcb7e888422378fad0094e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_e0cbd970-59d4-4ee2-8fdc-a7d10b44381b"},{"id":"occ_faa02c458c18778dbd889d8b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_e696e0d4-aea4-4a31-9310-076e0dfcaade","section_id":"sec_5badda06-2fe6-444e-9e2b-f9f354b40cb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"TTTで必要HBM容量を30%削っても約249K WPM。","quote_start":0,"quote_end":29,"text_sha256":"bee6d8a4308dd45cd656b32d8a3e762c0ca21048145ed15667cc058e4f6732ba","block_sha256":"bee6d8a4308dd45cd656b32d8a3e762c0ca21048145ed15667cc058e4f6732ba","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_e696e0d4-aea4-4a31-9310-076e0dfcaade"},{"id":"occ_6354e07f625e924c2ad84110","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_e8092f8b-33d8-41a6-913b-8d109c3fea34","section_id":"sec_53d7f70f-3dbe-4d40-8a3d-b774217fd292","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"GPU / TPU / Training ASIC＋大量HBM","quote_start":0,"quote_end":31,"text_sha256":"fb63b85055fd65090052f1f2fb70a647f2b673ec549eb7d2df3ab5a6f586c3be","block_sha256":"fb63b85055fd65090052f1f2fb70a647f2b673ec549eb7d2df3ab5a6f586c3be","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_e8092f8b-33d8-41a6-913b-8d109c3fea34"},{"id":"occ_5a8e7a45baff7df92ef184b6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_ec4c3d11-af64-4e1a-9498-0a2761d26603","section_id":"sec_451910b1-189f-49db-8a72-346e70395137","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"High-Hi HBMの絶対必要性","quote_start":0,"quote_end":17,"text_sha256":"bd004974ef45a7a84425ede245b127c63034e834564c7608a9b5719869f75df7","block_sha256":"bd004974ef45a7a84425ede245b127c63034e834564c7608a9b5719869f75df7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_ec4c3d11-af64-4e1a-9498-0a2761d26603"},{"id":"occ_1d2dea6699c0fea35e7ee605","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_f0df02e6-9290-47ce-b6e4-28ec347e6aa2","section_id":"sec_71154985-1bd2-48fa-ae6f-29b5337bec66","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMほど高価ではないSSDよりはるかに高速","quote_start":0,"quote_end":22,"text_sha256":"c3e1877ad550ebac493d8ba4497d0295d0b893e76d80ccc0fbadb33f6364211a","block_sha256":"c3e1877ad550ebac493d8ba4497d0295d0b893e76d80ccc0fbadb33f6364211a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_f0df02e6-9290-47ce-b6e4-28ec347e6aa2"},{"id":"occ_aba7f4d6b8b9b5d3a4c608e4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457","block_id":"blk_ffd3388d-9372-4b7f-9e10-50c5c89651a2","section_id":"sec_b247e3d0-f5f7-4040-bedb-d73f1cdb089b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"2035 baselineでAIDC HBMを42.3EBとします。","quote_start":0,"quote_end":34,"text_sha256":"fdb0391edb2f13274b923c220e970614adcc173792e3fc7ecd958c5f2450d933","block_sha256":"fdb0391edb2f13274b923c220e970614adcc173792e3fc7ecd958c5f2450d933","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2/#blk_ffd3388d-9372-4b7f-9e10-50c5c89651a2"},{"id":"occ_615bbc2daf12acd7cb4102c8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_043f3cbe-fcc8-440a-bcba-747643cb4e86","section_id":"sec_7b6370ff-6554-4635-af3c-f1368f715635","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":54,"end":57,"exact":"HBM","quote":"ATEの伸びしろは、AIチップの複雑化そのものにある。  \nAI ASIC、GPU、TPU、LPU、NPU、HBM、DDR、NAND、DPU、NIC、ネットワークASICが増えるほど、電気テスト需要は増える。中央データセンターではチップ単価が高く、MECやエッジでは台数が増える。したがって、中央でもエッジでもAT","quote_start":0,"quote_end":157,"text_sha256":"3cfd61e51625c40d3f07278fa08468fc4f6bbc6c620fdb14b0722f7232dd4dfd","block_sha256":"3cfd61e51625c40d3f07278fa08468fc4f6bbc6c620fdb14b0722f7232dd4dfd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_043f3cbe-fcc8-440a-bcba-747643cb4e86"},{"id":"occ_95c70e936867efccc59eb59a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_0c6e3dde-22e2-48bc-a967-47ae5f18c7fd","section_id":"sec_01680631-9965-4e72-a1d4-408e4c855ce8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":81,"end":84,"exact":"HBM","quote":"いか」を見る工程という印象が強かった。だが、AI時代のテストはそれだけではない。高価なGPU、AI ASIC、HBM、チップレット、光I/O、CPOを不良のまま組み立てないための、**歩留まりを作る工程**になっている。","quote_start":26,"quote_end":136,"text_sha256":"bb2c39f29aaf3bbc2074a0afba72c6fb27036c1c37db4683ef48fed8ef6b3950","block_sha256":"bb2c39f29aaf3bbc2074a0afba72c6fb27036c1c37db4683ef48fed8ef6b3950","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_0c6e3dde-22e2-48bc-a967-47ae5f18c7fd"},{"id":"occ_eb9f176ebca7163632678440","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_10e64982-65a9-4032-b120-d82327aa1240","section_id":"sec_87d8e3ca-7e9a-4f93-aa9f-fc10522d519f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":67,"end":70,"exact":"HBM","quote":"合格しても、GPUクラスタ、AI推論、ネットワーク通信、長時間高負荷時にだけ出る不具合がある。そのため、AI/HBM/CPO時代には、バーンインとSLTの重要性が増す。","quote_start":12,"quote_end":96,"text_sha256":"e9ce65911bf94493cd4b2b5c5d8d1252698ed18a1e8a408bbfcf30d0730605f0","block_sha256":"e9ce65911bf94493cd4b2b5c5d8d1252698ed18a1e8a408bbfcf30d0730605f0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_10e64982-65a9-4032-b120-d82327aa1240"},{"id":"occ_b570285420bc0e4761b5d4ae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_1a034ebd-6e67-4419-8513-fb91a3ed2e74","section_id":"sec_5f6692e0-0b8b-439d-b59e-12e9cad3b2d3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":98,"end":101,"exact":"HBM","quote":"検証は半導体/CPOほど装置集約的ではないが、その基盤を支えるGPU、AI ASIC、LPU/TPU/NPU、HBM、DDR、NAND、RF、光接続、センサー、電源系デバイスの量産テストはむしろ伸びる。","quote_start":43,"quote_end":144,"text_sha256":"db5fed66b99c8f0f922f2dcf7da2707e9f2722e5d7e46f116d9661a90c2553fc","block_sha256":"db5fed66b99c8f0f922f2dcf7da2707e9f2722e5d7e46f116d9661a90c2553fc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_1a034ebd-6e67-4419-8513-fb91a3ed2e74"},{"id":"occ_6be7833d7106a92303cc5b53","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_1bead10e-de4d-4b84-92ac-ff35b984c51a","section_id":"sec_7368c624-13b3-4447-9911-4f93e708b8b3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"ここは非常に大きい。理由は、AIチップの価値が単体ダイではなく、**GPU/ASIC + HBM + インターポーザー + チップレット + パッケージ**という複合体になっているからだ。","quote_start":0,"quote_end":94,"text_sha256":"92967b168413ebf3b5cbd316eb4744cfb2de28a8bb69c673a478a744cbf991e0","block_sha256":"92967b168413ebf3b5cbd316eb4744cfb2de28a8bb69c673a478a744cbf991e0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_1bead10e-de4d-4b84-92ac-ff35b984c51a"},{"id":"occ_f7780c832eaa3cf4b36febe4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_23758086-25e7-478b-a166-560504b4190b","section_id":"sec_482dcf2b-e4f5-4d68-82c4-090f383639b5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"ここはATEやHBM検査ほどAI純度は高くないが、消耗品・交換部品・サービス収益がある。半導体の量産が増えるほど、コンタクタやソケットは摩耗し、交換需要が発生する。","quote_start":0,"quote_end":82,"text_sha256":"7719f7f13a90f102416a6b3c3d59238df62a92562f60ac815c8082ddb59af7f5","block_sha256":"7719f7f13a90f102416a6b3c3d59238df62a92562f60ac815c8082ddb59af7f5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_23758086-25e7-478b-a166-560504b4190b"},{"id":"occ_c7da25a11ff45958c3870e93","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_312595a7-e649-4a9b-8370-717027aaa33e","section_id":"sec_77321219-ef9f-41e2-9033-ce2082a718c0","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"Camtekは2026年にAIアプリケーション向けHawkシステムの注文を発表しており、先端パッケージ/HBM/チップレット系の検査需要が実際に装置需要として現れている。([Camtek](https://www.camtek.com/news-and-events/camtek-receives-multi","quote_start":0,"quote_end":155,"text_sha256":"ae5f372913b4039aa2cbd5e702c20b7c1f8ce05b258a55acd88d7c8cd6748054","block_sha256":"ae5f372913b4039aa2cbd5e702c20b7c1f8ce05b258a55acd88d7c8cd6748054","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_312595a7-e649-4a9b-8370-717027aaa33e"},{"id":"occ_b56101cb339e55d26510cd23","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_4c285669-deae-4e2f-84b8-84c3c691d482","section_id":"sec_7f8842ef-0c1d-4e2e-bedb-5c2a574193fa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"AI時代にATEが伸びる理由は明確だ。GPUやAI ASICは巨大化し、HBMやチップレットとの接続が増え、PCIe、CXL、UCIe、Ethernet、SerDesのような高速I/Oも増える。その結果、テスト項目、テスト時間、テスト精度要求が上がる。アドバンテストもFY202","quote_start":0,"quote_end":139,"text_sha256":"7c6c5b8d42137bc93b46bbb9df0d96be2e985c2873e8f9617e35c90cdbb7069f","block_sha256":"7c6c5b8d42137bc93b46bbb9df0d96be2e985c2873e8f9617e35c90cdbb7069f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_4c285669-deae-4e2f-84b8-84c3c691d482"},{"id":"occ_615604ea5b9561e4dca9c6b7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_591a5f86-e5bd-48f8-8193-0ac4db1ff5b5","section_id":"sec_5638f57d-ce8e-42b7-9baa-c9c32e44e5d4","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"最も見えやすい。HBM4、HBM4E、チップレット、ハイブリッドボンディングが進むほど、Camtek、Onto、Nova、KLAの領域は伸びやすい。","quote_start":0,"quote_end":74,"text_sha256":"2c58572bf7dff1c2def0c90b3bf92ef64e960d14179dda7cb93f8e2563cc9263","block_sha256":"2c58572bf7dff1c2def0c90b3bf92ef64e960d14179dda7cb93f8e2563cc9263","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_591a5f86-e5bd-48f8-8193-0ac4db1ff5b5"},{"id":"occ_c2bbbd543fdefdf3318f6acf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_5ccb96d0-adab-4beb-be3e-1e0ce2f4d0f6","section_id":"sec_95002e8d-a946-4a72-a447-61f948abbf7e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"プローブカードは、ATEより地味に見えるが、AI/HBM時代にはかなり重要度が上がる。  \nどれだけ高性能なテスターがあっても、チップに正しく触れられなければ測れない。特にHBM、AI ASIC、チップレット、シリコンフォトニクスでは、接点技術そのものがボ","quote_start":0,"quote_end":128,"text_sha256":"4261b4bef7ddc51004084c959b907d5aceab5adba4279a925fd087b56c660b16","block_sha256":"4261b4bef7ddc51004084c959b907d5aceab5adba4279a925fd087b56c660b16","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_5ccb96d0-adab-4beb-be3e-1e0ce2f4d0f6"},{"id":"occ_8b00387d7ea51e53ef1054a2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_5eb3eb9b-40ae-4235-9da8-ab3d9f920ce3","section_id":"sec_7f8842ef-0c1d-4e2e-bedb-5c2a574193fa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":54,"end":57,"exact":"HBM","quote":"主要プレーヤーは、**アドバンテスト、Teradyne、Cohu、Chroma、SPEA**など。特にAI/HBMでは、アドバンテストとTeradyneが中心的な存在になる。","quote_start":0,"quote_end":87,"text_sha256":"14837cc5df16e0f335fdb207639278116c560f28c6964e7e4edd76de06c35481","block_sha256":"14837cc5df16e0f335fdb207639278116c560f28c6964e7e4edd76de06c35481","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_5eb3eb9b-40ae-4235-9da8-ab3d9f920ce3"},{"id":"occ_cf1478e9914bb9f11b2357b3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_6fe36ffb-93d0-49d0-bc9a-946303d94531","section_id":"sec_82720a24-d622-409e-ae60-f94e7fa78512","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"バーンインとSLTは、AI光I/O、SiC/GaN、AI ASIC、HBM、エッジAI、車載/産業向け半導体で伸びる。特にフィジカルAI時代には、故障が単なる部品不良ではなく、工場、ロボット、電力網、自動運転、通信インフラの停止につながる。そのため、信頼性試験の価値は中長期","quote_start":0,"quote_end":137,"text_sha256":"37525762a1ce1d5df23ac5a2cf0b3b671bc8bd7b86719f80dac0d939f64f3d22","block_sha256":"37525762a1ce1d5df23ac5a2cf0b3b671bc8bd7b86719f80dac0d939f64f3d22","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_6fe36ffb-93d0-49d0-bc9a-946303d94531"},{"id":"occ_94b89f5b4f5e647254a0b15d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_7a086b85-b03e-4fda-abc4-0bd662fb6d2a","section_id":"sec_01680631-9965-4e72-a1d4-408e4c855ce8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## AI/HBM/CPO、そしてAI-RAN・フィジカルAI時代に「測る技術」はどう伸びるのか","quote_start":0,"quote_end":48,"text_sha256":"8a484092b35236b0fad662c3e705da02370e35e97aa3fb2d8b4d844a6b2ac3f7","block_sha256":"8a484092b35236b0fad662c3e705da02370e35e97aa3fb2d8b4d844a6b2ac3f7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_7a086b85-b03e-4fda-abc4-0bd662fb6d2a"},{"id":"occ_5a43d220be4beeb66efc35e9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_823b1a0f-be55-433a-8e40-9cdb2612fdd9","section_id":"sec_77321219-ef9f-41e2-9033-ce2082a718c0","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"AI/HBM時代に特に重要なのが、**3D計測**である。HBM、チップレット、CoWoS、ハイブリッドボンディングでは、半導体が平面から立体へ進化している。すると、2D画像だけでは不十分で、バンプ高さ、共面性、","quote_start":0,"quote_end":106,"text_sha256":"d679500720f989b9ff7bb8566311d84f8629e6592413617151e4e1bd87644993","block_sha256":"d679500720f989b9ff7bb8566311d84f8629e6592413617151e4e1bd87644993","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_823b1a0f-be55-433a-8e40-9cdb2612fdd9"},{"id":"occ_120b0fe97ebb41adf26f64c3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_8b270e21-d3e4-4212-aa8d-bb99eee7eba7","section_id":"sec_76bda77e-230a-431a-afc3-c0e373f684dc","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"中央データセンターでは、GPU、TPU、AI ASIC、HBM、CPO、800G/1.6T光接続が伸びる。ここでは、ATE、HBM検査、プローブカード、光電気同時テスト、バーンインが濃く伸びる。","quote_start":0,"quote_end":97,"text_sha256":"972707df370105a12d314dcee9ae2ddc271a4395852e2687b74a48c0dbbb7ab7","block_sha256":"972707df370105a12d314dcee9ae2ddc271a4395852e2687b74a48c0dbbb7ab7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_8b270e21-d3e4-4212-aa8d-bb99eee7eba7"},{"id":"occ_d2acf0319382a6d15794e79e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_a6ed34ba-a59d-4289-ab0a-268946395686","section_id":"sec_1784fda6-04d4-44f2-af34-50d169a66af5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":100,"end":103,"exact":"HBM","quote":"recurring revenue が前年比25%増となり、ADAS、パワーデバイス、AIコンピューティング、HBM検査計測でデザインウィンが続いていると説明している。([Cohu, Inc](https://ir.cohu.com/news-releases/news-release-details/cohu-r","quote_start":45,"quote_end":203,"text_sha256":"09403315cec5f606a25947711b3a26012098aaab8dae64acdf75b2659694120d","block_sha256":"09403315cec5f606a25947711b3a26012098aaab8dae64acdf75b2659694120d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_a6ed34ba-a59d-4289-ab0a-268946395686"},{"id":"occ_8a315ab05d5126969eaed2ad","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_ac7f5597-d597-48f7-a8b8-50aee28f343c","section_id":"sec_1e085b99-cae6-4755-a2f7-e253246c7908","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"AI ASIC、GPU、TPU、LPU、NPU、HBM、DDR、NANDが増えれば、Advantest、Teradyne、Cohuの領域は伸びる。","quote_start":0,"quote_end":73,"text_sha256":"f2432d5d9e528bb7ae17541635f9eb82682edbfc46665dc0bfac5e904307672c","block_sha256":"f2432d5d9e528bb7ae17541635f9eb82682edbfc46665dc0bfac5e904307672c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_ac7f5597-d597-48f7-a8b8-50aee28f343c"},{"id":"occ_9de612e737e1249de9f9b416","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_b3243573-805a-40d8-acb5-ba7bd45e0a8c","section_id":"sec_01680631-9965-4e72-a1d4-408e4c855ce8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"半導体産業では、GPU、HBM、AI ASIC、光接続、CPO、AI-RAN、フィジカルAIのような主役に注目が集まりやすい。しかし、それらが高度化するほど、裏側で価値を増すのが**テスト・検査・計測・バーンイン・信頼性評価**で","quote_start":0,"quote_end":115,"text_sha256":"b69f5d38d4a0840169836fdef3c936c84ae229a17500e3927b5aa892aec68608","block_sha256":"b69f5d38d4a0840169836fdef3c936c84ae229a17500e3927b5aa892aec68608","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_b3243573-805a-40d8-acb5-ba7bd45e0a8c"},{"id":"occ_827d703c2ddfa26b5cd32f22","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_c283e55c-907b-4b6e-8f8c-4121c4f63767","section_id":"sec_a82918b7-7a3b-40bf-9463-2a371600fd8c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":47,"end":50,"exact":"HBM","quote":"プローブカードは、ウェハー上の小さなパッドやバンプに針を当て、ATEとチップを接続する。AI/HBM時代には、この接触が非常に難しくなる。接点数が増え、ピッチは狭くなり、高速信号や大電流も扱う必要があるからだ。","quote_start":0,"quote_end":105,"text_sha256":"0a9be5dfa118251379c6baa5dd321f65cfe52fac497306242e7aa9a851a11029","block_sha256":"0a9be5dfa118251379c6baa5dd321f65cfe52fac497306242e7aa9a851a11029","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_c283e55c-907b-4b6e-8f8c-4121c4f63767"},{"id":"occ_2d4e5fa1ec30815a0ac2c5ea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_c3af849e-d99f-49e9-a19b-d200c16cdd68","section_id":"sec_7368c624-13b3-4447-9911-4f93e708b8b3","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":67,"end":71,"exact":"HBM4","quote":"プを見逃すと、高価なAIパッケージ全体を失う。だから、積む前、貼る前、封止する前に不良を見つける価値が上がる。HBM4、HBM4E、ハイブリッドボンディング、将来の3D DRAM/ロジック積層が進むほど、3D計測と先端パッケージ検査は伸びやすい。","quote_start":12,"quote_end":135,"text_sha256":"d7f3624c8f26728f4e68526d2aaddfc073ba99c87d7c2402359ed3add6d6c751","block_sha256":"d7f3624c8f26728f4e68526d2aaddfc073ba99c87d7c2402359ed3add6d6c751","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_c3af849e-d99f-49e9-a19b-d200c16cdd68"},{"id":"occ_d825fec4f883d51801b10376","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_d5e7c899-346d-42cd-867d-59cd01438075","section_id":"sec_01680631-9965-4e72-a1d4-408e4c855ce8","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"25年の世界半導体製造装置売上が過去最高水準の1,351億ドルに達し、その中でテスト装置請求額はAIデバイスとHBMによる性能要求・テスト強度の上昇を背景に前年比55%増だったと発表している。これは「AI/HBMが伸びると、テストも濃くなる」ことを示す重要な数字である。([SEMI](https://www.sem","quote_start":10,"quote_end":168,"text_sha256":"2695dba9d07bc76e97dbeaaf6c3749a985164fbc2e6c0e6dc0235e8ad82a3820","block_sha256":"2695dba9d07bc76e97dbeaaf6c3749a985164fbc2e6c0e6dc0235e8ad82a3820","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_d5e7c899-346d-42cd-867d-59cd01438075"},{"id":"occ_24818135c0e93253b481980c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637","block_id":"blk_e55d61a0-de93-464f-9a91-30e4521e5016","section_id":"sec_5638f57d-ce8e-42b7-9baa-c9c32e44e5d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"## \\1. HBM・先端パッケージ検査/3D計測","quote_start":0,"quote_end":25,"text_sha256":"d8f04a44c3d8133d03c11b0e1f349661b9f71fb02994657475a571dc4d580dce","block_sha256":"d8f04a44c3d8133d03c11b0e1f349661b9f71fb02994657475a571dc4d580dce","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c0f60d6c-f786-4c21-bf93-b517ab98e464/#blk_e55d61a0-de93-464f-9a91-30e4521e5016"},{"id":"occ_0154e1f6e2190eb9b49c476d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c1530075-b9e3-4144-b8ce-f6e480c778fa","work_id":"wrk_50367f10-59d7-41cc-990d-213cec7e7f79","block_id":"blk_6f0877f3-b4f8-4c85-ab18-ad3d18d9a614","section_id":"sec_bcd70ef8-3578-4856-8b37-f4d224ce2396","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"GPU\nHBM\n先端パッケージ\n800G/1.6T光通信\nInPレーザー\nCPO/外部光源\nCDN\nWAF\nBot Management\nゼロトラスト\n電力設備\n変圧器\n冷却\nデータセンター建設\nロボティクス基盤\n","quote_start":0,"quote_end":107,"text_sha256":"9e2a71e13198cf919512bf39c699e202cdc296ba1180468aca9e8eed26feb357","block_sha256":"9e2a71e13198cf919512bf39c699e202cdc296ba1180468aca9e8eed26feb357","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c1530075-b9e3-4144-b8ce-f6e480c778fa/#blk_6f0877f3-b4f8-4c85-ab18-ad3d18d9a614"},{"id":"occ_90bfc4c73d2ca829fdc48260","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c1530075-b9e3-4144-b8ce-f6e480c778fa","work_id":"wrk_50367f10-59d7-41cc-990d-213cec7e7f79","block_id":"blk_fa17016e-0139-4e67-ba99-8f1bc6b86b23","section_id":"sec_bcd70ef8-3578-4856-8b37-f4d224ce2396","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":37,"end":40,"exact":"HBM","quote":"モデルが賢くなる。\nすると推論需要が増える。\n推論需要が増えると、GPU、HBM、ネットワーク、電力、冷却が必要になる。\nAIエージェントが増えると、Webアクセス、Bot Management、WAF、ID管理、署名付きエージェント、レート制限が必要になる。\nロボティクスやVL","quote_start":0,"quote_end":140,"text_sha256":"27531114406ddc839f3de50525dd2590af41fec63902caef7864c3573ebe88f6","block_sha256":"27531114406ddc839f3de50525dd2590af41fec63902caef7864c3573ebe88f6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c1530075-b9e3-4144-b8ce-f6e480c778fa/#blk_fa17016e-0139-4e67-ba99-8f1bc6b86b23"},{"id":"occ_35511ec0490d0bdf082043da","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","work_id":"wrk_d8ac95cd-fc69-48bd-b1c9-0f1180c20086","block_id":"blk_1f84d86b-600d-44ce-bdf2-4bc2f70bc31a","section_id":"sec_76e76a54-2615-4700-97b9-827d6da4c826","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"これらの構造では、Compute Die、I/O Die、HBM、キャッシュダイなどを、パッケージ基板やインターポーザーへ配置する。","quote_start":0,"quote_end":66,"text_sha256":"b3afd6734bd685aec82a53c380beb55ab3d6c8b58e9bcc1de593311a42af7b45","block_sha256":"b3afd6734bd685aec82a53c380beb55ab3d6c8b58e9bcc1de593311a42af7b45","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c3791796-7fb7-4aa8-a70b-bf30979f4726/#blk_1f84d86b-600d-44ce-bdf2-4bc2f70bc31a"},{"id":"occ_df63bd09e8ba87dcf1ea8f89","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","work_id":"wrk_d8ac95cd-fc69-48bd-b1c9-0f1180c20086","block_id":"blk_4c4f6718-aaf6-4d2f-9ad0-a6c1d4162049","section_id":"sec_06569699-1b4d-4e94-91d7-91448a12c0ca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、複数のDRAMダイを上下に積み重ねたメモリーである。","quote_start":0,"quote_end":31,"text_sha256":"e02b90abf21a12beaddc92c4fcce47677185a0821baf3ca36c3983ab7fc1b4eb","block_sha256":"e02b90abf21a12beaddc92c4fcce47677185a0821baf3ca36c3983ab7fc1b4eb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c3791796-7fb7-4aa8-a70b-bf30979f4726/#blk_4c4f6718-aaf6-4d2f-9ad0-a6c1d4162049"},{"id":"occ_01a612b385cf88b2ec15bb7f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","work_id":"wrk_d8ac95cd-fc69-48bd-b1c9-0f1180c20086","block_id":"blk_65254876-8013-4337-aff7-88ee7e64ef9a","section_id":"sec_2849e1fb-aa72-4339-9bb2-cdc162a5dbfe","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":227,"end":230,"exact":"HBM","quote":"接合が使われる。\n- **アンダーフィル**は、熱膨張差による応力を分散し、バンプの疲労や剥離を抑える。\n- HBMでは、ダイ内部をTSVが貫通し、ダイ境界面をマイクロバンプが接続する。\n- マイクロバンプ、C4、BGAは、接続するパッケージ階層と端子サイズが異なる。\n- ピッチを細かくすると帯域密度を高められるが","quote_start":172,"quote_end":330,"text_sha256":"064beb275c2be9955ea8060c2624467e0e0c0b1e7880d5484f556658b6090733","block_sha256":"064beb275c2be9955ea8060c2624467e0e0c0b1e7880d5484f556658b6090733","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c3791796-7fb7-4aa8-a70b-bf30979f4726/#blk_65254876-8013-4337-aff7-88ee7e64ef9a"},{"id":"occ_988a65d131fc4407a121d4a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","work_id":"wrk_d8ac95cd-fc69-48bd-b1c9-0f1180c20086","block_id":"blk_7abd5035-491b-4dec-83ed-ef9379694662","section_id":"sec_95533c05-fa6e-4b18-9b7c-1357a54efa0b","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":71,"end":74,"exact":"HBM","quote":"    ↓\nマイクロバンプ\n    ↓\nインターポーザー上の微細配線\n    ↓\nマイクロバンプ\n    ↓\nHBMまたは別チップレット\n```","quote_start":16,"quote_end":88,"text_sha256":"467a0a1e22725285ccaec2d5cba769a1ecf408db2099b33bb51325f5bd287cba","block_sha256":"467a0a1e22725285ccaec2d5cba769a1ecf408db2099b33bb51325f5bd287cba","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c3791796-7fb7-4aa8-a70b-bf30979f4726/#blk_7abd5035-491b-4dec-83ed-ef9379694662"},{"id":"occ_29b9329f82afda7ee3f31d2e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","work_id":"wrk_d8ac95cd-fc69-48bd-b1c9-0f1180c20086","block_id":"blk_86538a2d-1fbb-46ea-9477-990668bbae6f","section_id":"sec_06569699-1b4d-4e94-91d7-91448a12c0ca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMでのマイクロバンプ","quote_start":0,"quote_end":15,"text_sha256":"9894bc0248ffaa18c4c0bb14c2e62dca2da24330788523ea52b370c67a051829","block_sha256":"9894bc0248ffaa18c4c0bb14c2e62dca2da24330788523ea52b370c67a051829","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c3791796-7fb7-4aa8-a70b-bf30979f4726/#blk_86538a2d-1fbb-46ea-9477-990668bbae6f"},{"id":"occ_7feae38b093311fc018392de","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","work_id":"wrk_d8ac95cd-fc69-48bd-b1c9-0f1180c20086","block_id":"blk_8adb4860-2940-4f32-b60d-22c0bb602d37","section_id":"sec_95533c05-fa6e-4b18-9b7c-1357a54efa0b","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM             Compute Die\n┌────┐          ┌────────┐\n└●●●●┘          └●●●●●●●┘\n══════════════════════","quote_start":0,"quote_end":107,"text_sha256":"188ec9b7dabc9c91b03bb9d4de84d5b0bc8ac75dab92686aad11e3d5e3d76590","block_sha256":"188ec9b7dabc9c91b03bb9d4de84d5b0bc8ac75dab92686aad11e3d5e3d76590","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c3791796-7fb7-4aa8-a70b-bf30979f4726/#blk_8adb4860-2940-4f32-b60d-22c0bb602d37"},{"id":"occ_5e0f11b67d8b365cdff2a202","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","work_id":"wrk_d8ac95cd-fc69-48bd-b1c9-0f1180c20086","block_id":"blk_9823f5ab-0752-45f5-a6bd-96a3d5899ab9","section_id":"sec_abe8b268-524d-4dd6-a766-f3051d11558c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMや3D積層では、TSVとマイクロバンプを直列に組み合わせる。","quote_start":0,"quote_end":33,"text_sha256":"5bd69f6241e681d22a194e8b50783ccc1843bdae7b3d1b20fe35a64604d4ba73","block_sha256":"5bd69f6241e681d22a194e8b50783ccc1843bdae7b3d1b20fe35a64604d4ba73","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c3791796-7fb7-4aa8-a70b-bf30979f4726/#blk_9823f5ab-0752-45f5-a6bd-96a3d5899ab9"},{"id":"occ_5060681a72701b0e7a97f821","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","work_id":"wrk_d8ac95cd-fc69-48bd-b1c9-0f1180c20086","block_id":"blk_e08fd7ae-ba63-4c5b-8974-560e4c71177a","section_id":"sec_06569699-1b4d-4e94-91d7-91448a12c0ca","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"SamsungはHBMを、複数のメモリーダイをTSVで垂直接続した構造として説明している。また、マイクロバンプ方式の3DICをHBM向けに大量生産してきた実績を示している。([Samsung Semiconductor G","quote_start":0,"quote_end":111,"text_sha256":"45b0a2eca0b8acdf9f33001533403309fd76d37c12744810b624b4def6d150f9","block_sha256":"45b0a2eca0b8acdf9f33001533403309fd76d37c12744810b624b4def6d150f9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c3791796-7fb7-4aa8-a70b-bf30979f4726/#blk_e08fd7ae-ba63-4c5b-8974-560e4c71177a"},{"id":"occ_52d7b292271d87722aff6eb8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","work_id":"wrk_d8ac95cd-fc69-48bd-b1c9-0f1180c20086","block_id":"blk_f8885ad2-fe48-41f7-b526-c0ec61263a8c","section_id":"sec_95533c05-fa6e-4b18-9b7c-1357a54efa0b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"シリコンインターポーザーを使う2.5Dパッケージでは、ロジックダイやHBMをインターポーザーへ接続するためにマイクロバンプを使う。","quote_start":0,"quote_end":65,"text_sha256":"1a93dbee72737e80378ab9748568f2b1ed0e65e182a0e1889ce2ed561fc8d70b","block_sha256":"1a93dbee72737e80378ab9748568f2b1ed0e65e182a0e1889ce2ed561fc8d70b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c3791796-7fb7-4aa8-a70b-bf30979f4726/#blk_f8885ad2-fe48-41f7-b526-c0ec61263a8c"},{"id":"occ_1df2106382a59a43f0a5b41c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c49d360e-2b3c-4311-82ad-b78a89fde3e0","work_id":"wrk_d0398aa0-3c6b-4407-995a-ef79e6153754","block_id":"blk_0aaf067c-888b-4b65-8e0e-610c355ec4ec","section_id":"sec_dc9729d0-416e-457a-823d-77f8d3ed703a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"AIデータセンター、AI-RAN、フィジカルAIの時代に、半導体の主役はGPU、ASIC、HBM、ネットワークスイッチだけではありません。むしろ、それらを安定動作させるための**受動部品、電源部品、通信部品、センサー部品**が、次第にボトルネック化しています。","quote_start":0,"quote_end":130,"text_sha256":"d1d2a5e6093b737ec0ddf89e7ece90f2a7e0dda536e3a0dfebd1579267ca6404","block_sha256":"d1d2a5e6093b737ec0ddf89e7ece90f2a7e0dda536e3a0dfebd1579267ca6404","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c49d360e-2b3c-4311-82ad-b78a89fde3e0/#blk_0aaf067c-888b-4b65-8e0e-610c355ec4ec"},{"id":"occ_03f7619c7719653d13b7f771","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","work_id":"wrk_cf92e285-09db-4e9a-9a37-a886a43a8bcc","block_id":"blk_b92ba64b-1cf3-4bf0-ae1a-ff8798a21960","section_id":"sec_5645fb7d-a6dd-42a4-9404-d50f2f3df73b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":44,"end":47,"exact":"HBM","quote":"- 演算器は最先端ノード\n- I/Oは成熟ノード\n- SRAMは専用キャッシュダイ\n- HBMは周囲へ配置\n- 光I/Oは別のフォトニクスダイ\n- 全体をUCIeや独自リンクで接続","quote_start":0,"quote_end":90,"text_sha256":"a67d92a6ce4ef99129d79b7676c75fe735356530466da0b0688f60afd844ff9e","block_sha256":"a67d92a6ce4ef99129d79b7676c75fe735356530466da0b0688f60afd844ff9e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c70dba8d-8c2a-4c07-934b-5920ce54c240/#blk_b92ba64b-1cf3-4bf0-ae1a-ff8798a21960"},{"id":"occ_b3e475b01eb258638adb9efa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","work_id":"wrk_cf92e285-09db-4e9a-9a37-a886a43a8bcc","block_id":"blk_c5e1d172-63da-4c8e-8f9f-537505823de5","section_id":"sec_37fa94da-31e7-4703-b1d9-2ea16c59b0d7","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"```\n最先端CPU\n成熟ノードI/O\nSRAMキャッシュ\nHBM\nアナログ回路\nシリコンフォトニクス\n```","quote_start":0,"quote_end":55,"text_sha256":"6f8493d79da8a1b0159603046f8cd637b93b88907d0160a2f6e7be1318585996","block_sha256":"6f8493d79da8a1b0159603046f8cd637b93b88907d0160a2f6e7be1318585996","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c70dba8d-8c2a-4c07-934b-5920ce54c240/#blk_c5e1d172-63da-4c8e-8f9f-537505823de5"},{"id":"occ_a572ec1d2e9fe055f0ae0ce6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","work_id":"wrk_cf92e285-09db-4e9a-9a37-a886a43a8bcc","block_id":"blk_f58e61eb-54f0-4f15-a013-9c92c1b25555","section_id":"sec_37fa94da-31e7-4703-b1d9-2ea16c59b0d7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"TSMCは、2.5Dインターポーザーや3D積層を利用して、ロジック同士、ロジックとHBM、異なる製造ノードのダイなどを統合する技術を異種統合として展開している。SoICでは、均質・異種チップレットをSoCのような一体構造へ統合できるとしている。","quote_start":0,"quote_end":122,"text_sha256":"db13ae18cb3c8cb01d2f686caeb7d1f7d5537952c87a1ededfa83eca3c13df52","block_sha256":"db13ae18cb3c8cb01d2f686caeb7d1f7d5537952c87a1ededfa83eca3c13df52","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c70dba8d-8c2a-4c07-934b-5920ce54c240/#blk_f58e61eb-54f0-4f15-a013-9c92c1b25555"},{"id":"occ_7a70917131434a88976795dc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","work_id":"wrk_cf92e285-09db-4e9a-9a37-a886a43a8bcc","block_id":"blk_f657fb7f-c8b2-4f11-bba9-e4a21c598f19","section_id":"sec_5645fb7d-a6dd-42a4-9404-d50f2f3df73b","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"```\n              光I/O\n                │\nHBM ─ Compute ─ I/O ─ Compute ─ HBM\n         │                 │\n       Cache             Cache\n       ","quote_start":0,"quote_end":144,"text_sha256":"585528cf575dc4f16124b8c25465dfb576d75d097a82fad8730eede7877eadef","block_sha256":"585528cf575dc4f16124b8c25465dfb576d75d097a82fad8730eede7877eadef","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c70dba8d-8c2a-4c07-934b-5920ce54c240/#blk_f657fb7f-c8b2-4f11-bba9-e4a21c598f19"},{"id":"occ_bf41ba327a16ec4a68cda904","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_06fb5470-8b3e-4165-8d59-731406af3a5c","section_id":"sec_fe573c98-974f-4cb8-b31a-e047936f85f4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"XBMの重要性は、HBMより帯域が速いかどうかだけではない。","quote_start":0,"quote_end":30,"text_sha256":"e29d7bb8717e51cef632404e2d594863c36dee7351ced4a38d13fe0ff422b133","block_sha256":"e29d7bb8717e51cef632404e2d594863c36dee7351ced4a38d13fe0ff422b133","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_06fb5470-8b3e-4165-8d59-731406af3a5c"},{"id":"occ_024196bac1c18a3019dcbd5c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_1622fd4e-32d2-4a39-9258-5cfa0d089278","section_id":"sec_c7b22107-1cb5-4537-ad91-4d89b9af03de","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"通常のHBMは、既存型のDRAMダイを積層する。","quote_start":0,"quote_end":24,"text_sha256":"07781eccfd0d2241dadfff591935188e8b356b5357d731e64fd9f056fbe04a8c","block_sha256":"07781eccfd0d2241dadfff591935188e8b356b5357d731e64fd9f056fbe04a8c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_1622fd4e-32d2-4a39-9258-5cfa0d089278"},{"id":"occ_cf1f416c28cc8d6bbb6f4e94","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_1fd50771-5427-403a-816f-2f6bbf3b037e","section_id":"sec_7624d9c2-34b7-48ba-b7d0-ac4f1582051f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMで変わるのは、主として完成したDRAMダイの積み方と、演算ダイへの接続方法である。","quote_start":0,"quote_end":44,"text_sha256":"47bef424db3f64ec93f318a94790d2e026f207040b5747797608a0fcdec4ef57","block_sha256":"47bef424db3f64ec93f318a94790d2e026f207040b5747797608a0fcdec4ef57","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_1fd50771-5427-403a-816f-2f6bbf3b037e"},{"id":"occ_2a69e45b7ded450a9de6b592","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_389c8ab2-9f46-49f4-b872-11f6493129b4","section_id":"sec_04dca3f1-d58d-4320-b726-3e0670d955bf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"この考え方は、NANDのセルアレイと周辺CMOSの分離、HBMのロジックダイ、Logic Foldingに共通する。","quote_start":0,"quote_end":58,"text_sha256":"d5f81b27387bf9c1907115efc4ac43c03173487f62fc86ce0a002372ed3daf48","block_sha256":"d5f81b27387bf9c1907115efc4ac43c03173487f62fc86ce0a002372ed3daf48","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_389c8ab2-9f46-49f4-b872-11f6493129b4"},{"id":"occ_8f9df3d1d6102c4762fca33e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_38f5a4bd-f7c6-48f9-ac0f-e57ee4f0baba","section_id":"sec_6149ca4f-44d1-4240-8cda-1689eec9c26d","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"ター\n    ↓\nトレンチ／積層キャパシター\n    ↓\n高アスペクト比キャパシター\n    ↓\n完成ダイ積層HBM\n    ↓\nモノリシック3D DRAM／Backend DRAM\n```","quote_start":10,"quote_end":105,"text_sha256":"d47f4221f37c7ed14fbde035cd2ec376a392930cf71e08095bf955f48c962630","block_sha256":"d47f4221f37c7ed14fbde035cd2ec376a392930cf71e08095bf955f48c962630","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_38f5a4bd-f7c6-48f9-ac0f-e57ee4f0baba"},{"id":"occ_5d0aedc85ffbe83386f61b1f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_3a5db85c-837a-45c7-8eb8-71c3d3ae8f7c","section_id":"sec_c7b22107-1cb5-4537-ad91-4d89b9af03de","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"```\n従来HBM\n\n従来型DRAMダイ\n      ＋\nTSV\n      ＋\nマイクロバンプ\n      ＋\n広い並列インターフェース\n```","quote_start":0,"quote_end":73,"text_sha256":"6b61300a0e374091447ccef0a95bb2776da3819bb2ffba83b085125f163c3517","block_sha256":"6b61300a0e374091447ccef0a95bb2776da3819bb2ffba83b085125f163c3517","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_3a5db85c-837a-45c7-8eb8-71c3d3ae8f7c"},{"id":"occ_3e73adf8f2652bd3efe1e8ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_43f39115-fd3b-4375-adc8-78367524c8eb","section_id":"sec_b17dfd6b-1a29-4a2b-8ec8-f268e5be46f8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"したがって、HBMとXBMの違いは次のように整理できる。","quote_start":0,"quote_end":28,"text_sha256":"8a8f80be3ca63ce89983cec79510687898f48f3c043a4b261b5c1261ab151e36","block_sha256":"8a8f80be3ca63ce89983cec79510687898f48f3c043a4b261b5c1261ab151e36","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_43f39115-fd3b-4375-adc8-78367524c8eb"},{"id":"occ_ba9e6a7a7882784fb6d9cdfd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_4489b73d-3fc2-4364-817c-d56acb64c7bb","section_id":"sec_b17dfd6b-1a29-4a2b-8ec8-f268e5be46f8","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM\n\n従来型DRAMダイ\n        ＋\n完成ダイの積層\n        ＋\n広い並列接続\n```","quote_start":0,"quote_end":57,"text_sha256":"a928dd97f2c7e7e3ab6a9eccb7c2249270e837442dfd83bfb34c84fc35e02888","block_sha256":"a928dd97f2c7e7e3ab6a9eccb7c2249270e837442dfd83bfb34c84fc35e02888","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_4489b73d-3fc2-4364-817c-d56acb64c7bb"},{"id":"occ_13248dd8a6cdfadfd1aa3bf6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_45f268f9-8a01-4097-a1aa-8ec676a48f4a","section_id":"sec_ca181524-aff6-45bd-b0df-3b4cc46738f7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"DRAMセル配列をNANDのように数百層作るのではなく、完成したDRAMダイを積層するのがHBMである。","quote_start":0,"quote_end":52,"text_sha256":"27588570933a0e3f9ce2b348fe02639a40c803eea8dfdfe9400bce7a4ac8e7bf","block_sha256":"27588570933a0e3f9ce2b348fe02639a40c803eea8dfdfe9400bce7a4ac8e7bf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_45f268f9-8a01-4097-a1aa-8ec676a48f4a"},{"id":"occ_d2df3627b9ec3f69ea20f36e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_4c3189b5-aef2-4191-8e73-8a7b4b8eb931","section_id":"sec_3ffe7ac2-e476-4fc3-a96b-7dea8a1ac545","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":266,"end":269,"exact":"HBM","quote":"限界になっている。\n- DRAMはキャパシターを平面からトレンチ、積層、高アスペクト比構造へ進化させた。\n- HBMはDRAMセルを多層化したものではなく、完成DRAMダイを積層したものである。\n- NANDは平面微細化から3D NANDへ移り、同じセル構造を数百層反復できる。\n- NANDが大量積層できるのは、垂","quote_start":211,"quote_end":369,"text_sha256":"3e04f2fc1517d110e66bfc5d0449e8970011da09b31277b2db5066c9bc5ffffc","block_sha256":"3e04f2fc1517d110e66bfc5d0449e8970011da09b31277b2db5066c9bc5ffffc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_4c3189b5-aef2-4191-8e73-8a7b4b8eb931"},{"id":"occ_42e1e47208e0675856c518e2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_57ec6b5a-c67b-44d9-aacc-57fd5898779e","section_id":"sec_ca181524-aff6-45bd-b0df-3b4cc46738f7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、","quote_start":0,"quote_end":5,"text_sha256":"2c268c764b03152b706cd259a17e5c332c8e3162efa54356d30063248c6eec3f","block_sha256":"2c268c764b03152b706cd259a17e5c332c8e3162efa54356d30063248c6eec3f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_57ec6b5a-c67b-44d9-aacc-57fd5898779e"},{"id":"occ_9e4f25351d1ac44daf25cfb0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_59c43da4-0eed-4878-b5ec-c44cad36b7da","section_id":"sec_e600da57-c9ef-42a0-970d-7e779dfece63","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"ここが、単に完成したDRAMダイを積層するHBMよりも根本的に難しい部分である。","quote_start":0,"quote_end":40,"text_sha256":"7f5cade95eb470e0f924c9f02b46414d42453fede1b9cf40c683b1953c03dcda","block_sha256":"7f5cade95eb470e0f924c9f02b46414d42453fede1b9cf40c683b1953c03dcda","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_59c43da4-0eed-4878-b5ec-c44cad36b7da"},{"id":"occ_23fc1324f82fda9b1bf5f4bc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_5fdc40e9-f6c9-4b44-ae7d-04bb75e08e63","section_id":"sec_7624d9c2-34b7-48ba-b7d0-ac4f1582051f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMは「完成したDRAMダイを積む」","quote_start":0,"quote_end":22,"text_sha256":"1063b064f8475e56bf1f51f908b11c2648001c5f448ae78883956f263c096c36","block_sha256":"1063b064f8475e56bf1f51f908b11c2648001c5f448ae78883956f263c096c36","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_5fdc40e9-f6c9-4b44-ae7d-04bb75e08e63"},{"id":"occ_2f0bf2abaab90919cea535d3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_6fa5f872-e700-4028-a190-426e85b0b2e6","section_id":"sec_0d79b1ec-44f4-4cd1-bf00-7eb837729fbb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"これはNANDのCMOS分離、HBMのロジックダイ、Logic Folding、XBMのアクティブ・ベースダイへ共通する方向である。","quote_start":0,"quote_end":66,"text_sha256":"5c8bd6da17e7d6d3640559d98f8565024be1a6c9c63465575e2b5024980a0525","block_sha256":"5c8bd6da17e7d6d3640559d98f8565024be1a6c9c63465575e2b5024980a0525","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_6fa5f872-e700-4028-a190-426e85b0b2e6"},{"id":"occ_bfa9d02b256f3e274a1cdc51","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_89946a83-5341-4819-a243-78130ff7f6ca","section_id":"sec_a650a12a-270d-4a61-b0f9-544d33475521","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":7,"end":11,"exact":"HBM4","quote":"Micron HBM4:  \n[https://www.micron.com/products/memory/hbm/hbm4](https://www.micron.com/products/memory/hbm/hbm","quote_start":0,"quote_end":111,"text_sha256":"9720398a51437bfb69c8206db7bdbb0c7ce9084884a9e6bb82a2cd4168f25a4b","block_sha256":"9720398a51437bfb69c8206db7bdbb0c7ce9084884a9e6bb82a2cd4168f25a4b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_89946a83-5341-4819-a243-78130ff7f6ca"},{"id":"occ_a8d2b28d5e9d0a8a8e2fafca","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_9b70c2ca-cf22-4915-807f-c47fc1d8fef9","section_id":"sec_7624d9c2-34b7-48ba-b7d0-ac4f1582051f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"従来のHBMでは、通常型DRAMダイをそれぞれ独立して製造する。","quote_start":0,"quote_end":32,"text_sha256":"281eb4b5969b752e8be535145cc540455cec03560745334c54111f8aec90ff21","block_sha256":"281eb4b5969b752e8be535145cc540455cec03560745334c54111f8aec90ff21","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_9b70c2ca-cf22-4915-807f-c47fc1d8fef9"},{"id":"occ_af28141e2d4c3c0f7068bf91","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_9de1c113-deef-43d4-9f5f-c50c48582fec","section_id":"sec_bdce4a1a-0651-4cd2-9a78-df9f9df5ec30","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが「完成したDRAMダイの積み方」を進化させた技術だとすれば、Backend DRAMは、","quote_start":0,"quote_end":48,"text_sha256":"f980f637e1a556354c9a82e42a15c77799134323f986ecf2ef9b9c8ab9b22c1a","block_sha256":"f980f637e1a556354c9a82e42a15c77799134323f986ecf2ef9b9c8ab9b22c1a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_9de1c113-deef-43d4-9f5f-c50c48582fec"},{"id":"occ_b2ddd50675349229599cf215","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_ac32e70b-cabf-40bf-8f00-ff87cb29e141","section_id":"sec_fe573c98-974f-4cb8-b31a-e047936f85f4","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM\n\nDRAMセル\n  ↓\nDRAMダイ\n  ↓\n積層メモリ\n  ↓\nGPUに隣接\n```","quote_start":0,"quote_end":51,"text_sha256":"b05e2d863884a2c5e0e2d25a4878da808afae1e76b4e34f40710718ca6e98ad1","block_sha256":"b05e2d863884a2c5e0e2d25a4878da808afae1e76b4e34f40710718ca6e98ad1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_ac32e70b-cabf-40bf-8f00-ff87cb29e141"},{"id":"occ_71d3b0ad0146bee420c32c34","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_b2b6204b-faf0-4c08-b5ff-40db65999f2a","section_id":"sec_a650a12a-270d-4a61-b0f9-544d33475521","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"DRAMはキャパシターを高くし、完成ダイをHBMとして積み、将来はセル層自体の三次元化を目指している。","quote_start":0,"quote_end":51,"text_sha256":"c336afc647b864b6b15ed1231a5be3252e541018707bec094d9919cf882a9dee","block_sha256":"c336afc647b864b6b15ed1231a5be3252e541018707bec094d9919cf882a9dee","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_b2b6204b-faf0-4c08-b5ff-40db65999f2a"},{"id":"occ_9f1dcaf087f95580fc91df24","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_ce802ae1-2bf6-409c-9369-87958c2a8dd4","section_id":"sec_a650a12a-270d-4a61-b0f9-544d33475521","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"その意味でXBMは、単なる「HBMの次の製品」ではない。","quote_start":0,"quote_end":28,"text_sha256":"6dc70fb896b370dc2c4f594972dd96f5b3e22f8bd9fb988eebbde52ae8e9fcf2","block_sha256":"6dc70fb896b370dc2c4f594972dd96f5b3e22f8bd9fb988eebbde52ae8e9fcf2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_ce802ae1-2bf6-409c-9369-87958c2a8dd4"},{"id":"occ_534ba224ffa189b4457984e2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_deb4b8f9-260b-4121-aa3f-4da78cdba24b","section_id":"sec_7c3a4888-eddc-4698-a7fa-33728e521224","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":94,"end":97,"exact":"HBM","quote":"プ、Hybrid Bonding、TSV、Die-to-Die PHY、UCIe、Logic Folding、HBM、XBMを順に見てきた。","quote_start":39,"quote_end":109,"text_sha256":"7039e869cdac2febc74542931c3196829788963af810b74a0d492ee9ff651188","block_sha256":"7039e869cdac2febc74542931c3196829788963af810b74a0d492ee9ff651188","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_deb4b8f9-260b-4121-aa3f-4da78cdba24b"},{"id":"occ_7336cfbcb8d1a783e5f9482c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98","block_id":"blk_e9d2971c-3a99-4b52-ab49-cb96fb725a2e","section_id":"sec_ca181524-aff6-45bd-b0df-3b4cc46738f7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"## 第6段階　完成DRAMダイを積層するHBM","quote_start":0,"quote_end":24,"text_sha256":"385b20929487014b14a53520ac48d3945b8429b476562fdd7731c866bee21aed","block_sha256":"385b20929487014b14a53520ac48d3945b8429b476562fdd7731c866bee21aed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c720ff79-9532-414c-ab0c-c6caec3e9331/#blk_e9d2971c-3a99-4b52-ab49-cb96fb725a2e"},{"id":"occ_f7e71ebc2e0d8df6fbdcd02a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_079f9be9-c036-43ea-be99-06546aa2b405","section_id":"sec_59360081-b876-4f1d-bc71-491efeb3b2a3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"NVHBM＋SRAMでHBM Trafficを減らせる量には限界があります。","quote_start":0,"quote_end":38,"text_sha256":"a414d608828ecf14194c302ab8dbf6d5f3613ebca4c8115c7181fc2085acd032","block_sha256":"a414d608828ecf14194c302ab8dbf6d5f3613ebca4c8115c7181fc2085acd032","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_079f9be9-c036-43ea-be99-06546aa2b405"},{"id":"occ_9989425ae30eb9cf0fb348b5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_085aaa30-16f8-4789-af0e-fc1db756d2af","section_id":"sec_5226ab03-af4a-4066-94c1-664b83151037","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM不足\n ↓\nData Movementを減らしたい\n ↓\nSRAM増大\n ↓\nAdvanced Logic Area増加\n```","quote_start":0,"quote_end":71,"text_sha256":"55846cd0c8b066cfe2b435e1946e5855848d8410b46ad0e81aaa26a09538a760","block_sha256":"55846cd0c8b066cfe2b435e1946e5855848d8410b46ad0e81aaa26a09538a760","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_085aaa30-16f8-4789-af0e-fc1db756d2af"},{"id":"occ_596139f0adc2bc25f6255fae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_0db451fa-ddb4-4712-bdf4-6e15935e8b99","section_id":"sec_d027c844-e782-44be-b4d8-50295983eeca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"Marvellは2024年12月にCustom HBM Compute Architectureを発表しています。","quote_start":0,"quote_end":57,"text_sha256":"8c652726c5d76fa11f45c2b55442314652c3bc5a04f4df09666cd3392cc94e80","block_sha256":"8c652726c5d76fa11f45c2b55442314652c3bc5a04f4df09666cd3392cc94e80","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_0db451fa-ddb4-4712-bdf4-6e15935e8b99"},{"id":"occ_d2e05b273fbc8a676edf138e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_167cc123-a3ed-4c22-8686-a35969447960","section_id":"sec_5cd3c4fa-ccd6-456b-b1ba-a0b3c38cbeda","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":9,"end":14,"exact":"HBM4E","quote":"## NVHBMはHBM4Eをどう変え、SRAM・Logic Base Die・Feynman・PIMへ何を引き起こすのか","quote_start":0,"quote_end":61,"text_sha256":"c8e0169f61d9e9f47f9bd694f1cf23ea49bb1d225fa1d66911453feec9ff662b","block_sha256":"c8e0169f61d9e9f47f9bd694f1cf23ea49bb1d225fa1d66911453feec9ff662b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_167cc123-a3ed-4c22-8686-a35969447960"},{"id":"occ_d3fb894824558c4e63ecfa89","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_1d395e76-53e9-4df6-ae40-a34176d3bd2d","section_id":"sec_133952ee-a43a-450c-9c5c-c7cd3c85fcb2","layer":"code","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"```\nAI需要↑\n ↓\nGPU需要↑\n ↓\nHBM需要↑\n ↓\nDRAM / HBM供給逼迫\n ↓\nHBM価格↑\n ↓\nNVIDIA BOM↑\n ↓\nNVIDIA Gross Margin↓\n```","quote_start":0,"quote_end":100,"text_sha256":"5df60379e90d4ec44246bb7c4888d69482ead1e6c5b39a4933f893ca4560e707","block_sha256":"5df60379e90d4ec44246bb7c4888d69482ead1e6c5b39a4933f893ca4560e707","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_1d395e76-53e9-4df6-ae40-a34176d3bd2d"},{"id":"occ_59bc89c6c2d0b6860a2d63e4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_1fdc2d3b-5c74-421f-bc50-4402b7c115f8","section_id":"sec_f4eeb854-a32c-45db-ba72-abecc70e2d63","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":9,"end":13,"exact":"HBM4","quote":"SK hynixはHBM4からTSMC Advanced LogicをBase Dieへ採用し、MemoryとLogicのIntegrationを明確に次の方向として示しています。([SK hynix Newsroom](ht","quote_start":0,"quote_end":113,"text_sha256":"048511569b8177389182f7dc7955bafb356a37eca25b03bd3f601cf760877978","block_sha256":"048511569b8177389182f7dc7955bafb356a37eca25b03bd3f601cf760877978","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_1fdc2d3b-5c74-421f-bc50-4402b7c115f8"},{"id":"occ_ee1faab3ca0c1e818edc9116","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_21c73260-2d43-4dfe-ba34-c16973751bde","section_id":"sec_fb8e06e3-67d2-4942-afda-b1510ca28f5c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":16,"end":20,"exact":"HBM4","quote":"Rubin公式仕様は288GB HBM4、22TB/s、NVFP4 Dense 35PFLOPS、Inference peak 50PFLOPS、NVLink 3.6TB/sです。([NVIDIA](https://www.nvidia.c","quote_start":0,"quote_end":120,"text_sha256":"79d76b71b44dea0f538f83baf8e160618e7f76ebc55c77261f5d84a208acffd5","block_sha256":"79d76b71b44dea0f538f83baf8e160618e7f76ebc55c77261f5d84a208acffd5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_21c73260-2d43-4dfe-ba34-c16973751bde"},{"id":"occ_c490c9f8e55740245849b470","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_277a0b80-1bf3-4581-ae5d-ac3fb77eb30f","section_id":"sec_5226ab03-af4a-4066-94c1-664b83151037","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"```\nAI需要↑\n ↓\nHBM / DRAM不足\n ↓\n┌─────────────┬─────────────┐\n↓                           ↓\nSRAM増大                  NVH","quote_start":0,"quote_end":116,"text_sha256":"1eff8297f782aa18a12a65203733a76469ce0fb8c6f1e69685361d82001584df","block_sha256":"1eff8297f782aa18a12a65203733a76469ce0fb8c6f1e69685361d82001584df","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_277a0b80-1bf3-4581-ae5d-ac3fb77eb30f"},{"id":"occ_4e411c640bd99e4a5ec3147c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_2bf2c138-1b5d-4edb-ae6e-401ca69ded9e","section_id":"sec_d027c844-e782-44be-b4d8-50295983eeca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"2024年のMarvell発表は、Custom HBMが一企業だけの特殊技術ではなく、**業界全体が向かう方向だった**ことを示す先行例になっています。","quote_start":0,"quote_end":76,"text_sha256":"c5292ce2355fd345fbfd932c5a75d451aa027d8c68e75085e4c6991b90795118","block_sha256":"c5292ce2355fd345fbfd932c5a75d451aa027d8c68e75085e4c6991b90795118","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_2bf2c138-1b5d-4edb-ae6e-401ca69ded9e"},{"id":"occ_79ea6ce6e44f919e7d4e93f3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_2fb67a7c-4d10-47a5-abc5-d0aff3e7ce83","section_id":"sec_d1f15439-d328-4fe9-8a04-b1c683c04825","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"```\nStandard HBM\n ↓\nAdvanced Logic Base Die\n ↓\nNVHBM\nMemory Controller + PHY\n ↓\nNear-Memory Processing\nCompression /","quote_start":0,"quote_end":116,"text_sha256":"fe22ed207a6296e7066de7f66f63a93c25c630e1d409983b4bc97b2e683ac98c","block_sha256":"fe22ed207a6296e7066de7f66f63a93c25c630e1d409983b4bc97b2e683ac98c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_2fb67a7c-4d10-47a5-abc5-d0aff3e7ce83"},{"id":"occ_3515fafe5c3ca2de63480804","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_3cf2bf0f-5556-4f28-919d-4472a427bac1","section_id":"sec_2f8823b3-ec95-4c30-97d6-3fd492761894","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM Bandwidth↑\n+\nHBM Power↓\n+\nMemory ControllerをBase Dieへ\n+\nXPU PHY縮小\n+\nInterposer簡素化\n```","quote_start":0,"quote_end":93,"text_sha256":"170ec226c9ba76d100b46543c5c42e18a9b7c4dfea83f3660ea746a0aefb3425","block_sha256":"170ec226c9ba76d100b46543c5c42e18a9b7c4dfea83f3660ea746a0aefb3425","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_3cf2bf0f-5556-4f28-919d-4472a427bac1"},{"id":"occ_e3a651d5a75681caf861cacf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_40259ce1-cb5b-48f3-98cc-3e1d8f041834","section_id":"sec_4ab46326-fef6-4753-9bb8-115878a82c97","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"Standard HBMでは、","quote_start":0,"quote_end":15,"text_sha256":"e97044704c8569745d3a065610bc2c83eb306d733c996dce62b268c2301d523e","block_sha256":"e97044704c8569745d3a065610bc2c83eb306d733c996dce62b268c2301d523e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_40259ce1-cb5b-48f3-98cc-3e1d8f041834"},{"id":"occ_ffd102d2219c96fc12a2acc2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_408e79f2-3ade-4132-b0e7-004b212b9482","section_id":"sec_5e1a9d22-e4cb-4ed8-998b-dd96566d6262","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"SemiAnalysisはECTC 2026分析で、**Rubin GPU die areaの約16%をHBM関連LogicとPHYが占める**と推定しています。([newsletter.semianalysis.com](https://newsletter.semianalysis.com/p/ectc2","quote_start":0,"quote_end":155,"text_sha256":"f9b756cbafc7330d10782155b46b72982f61c4c3d322ceb3b3ce02bdf7503f45","block_sha256":"f9b756cbafc7330d10782155b46b72982f61c4c3d322ceb3b3ce02bdf7503f45","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_408e79f2-3ade-4132-b0e7-004b212b9482"},{"id":"occ_5bdb6a7f0111f97ed6db51e7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_458147ca-74c3-4b3c-94cf-8f0ffed5893d","section_id":"sec_4ab46326-fef6-4753-9bb8-115878a82c97","layer":"code","character_id":null,"count":6,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM ═════════╗       ╔════════ HBM\n             ║       ║\nHBM ═════════╬═ XPU ═╬════════ HBM\n          ","quote_start":0,"quote_end":107,"text_sha256":"e567572d5c3c05163e116d6eae0c0f7be0d83cb561f5a3bef8b27f404cf8dd55","block_sha256":"e567572d5c3c05163e116d6eae0c0f7be0d83cb561f5a3bef8b27f404cf8dd55","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_458147ca-74c3-4b3c-94cf-8f0ffed5893d"},{"id":"occ_d86e25240a91e82b49af6af7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_4670ea71-904d-4484-8cc6-e95f1e0ab555","section_id":"sec_53f4e194-5090-4940-a7aa-677b1f866c90","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"> HBMが30%速くなるならSRAMは減らせる","quote_start":0,"quote_end":24,"text_sha256":"6da6e8ab21446e178121c251fd5d51b8e15a6368e4ab39c89724dcdeded2daf0","block_sha256":"6da6e8ab21446e178121c251fd5d51b8e15a6368e4ab39c89724dcdeded2daf0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_4670ea71-904d-4484-8cc6-e95f1e0ab555"},{"id":"occ_78b364995904d76c197128bf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_47370345-1d16-4dc9-b657-21217ba91f2d","section_id":"sec_c62e9382-f4d4-4ad4-9afe-d657a22a25dd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4にも既にBase Dieは存在します。","quote_start":0,"quote_end":23,"text_sha256":"46c1bae1f9bd7b97f701efb2eac31094a71fcd7dc216c45d4743d9b60788f6f0","block_sha256":"46c1bae1f9bd7b97f701efb2eac31094a71fcd7dc216c45d4743d9b60788f6f0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_47370345-1d16-4dc9-b657-21217ba91f2d"},{"id":"occ_edf2df0a11912f9d2f412cff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_48405e12-b06b-43e5-93d0-45d96cbd78e2","section_id":"sec_53f4e194-5090-4940-a7aa-677b1f866c90","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"```\nNVHBM\n ↓\nXPU面積解放\n ↓\nSRAM増量\n ↓\nHBMから読んだDataをより多くReuse\n ↓\nCompute utilization↑\n```","quote_start":0,"quote_end":84,"text_sha256":"56c29204e381b2914939a6cb11481be72731d05a1e9a56663c30a41a5648461d","block_sha256":"56c29204e381b2914939a6cb11481be72731d05a1e9a56663c30a41a5648461d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_48405e12-b06b-43e5-93d0-45d96cbd78e2"},{"id":"occ_8c92a4f3204bdb4b8be7c7aa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_484c6ed6-e963-4f92-adb7-909956529138","section_id":"sec_37f507ca-21da-4a9d-9fe8-4be5e5185d98","layer":"code","character_id":null,"count":3,"matched_aliases":["HBM","HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":20,"end":24,"exact":"HBM4","quote":"```\n                HBM4 / HBM4E\n\n┌─────────────────────────────┐\n│ XPU                         │\n│                         ","quote_start":0,"quote_end":124,"text_sha256":"dff329829431b6bfab2e99b4543e26a7ea4e3e6c60425a10f11d95c7310ee8c5","block_sha256":"dff329829431b6bfab2e99b4543e26a7ea4e3e6c60425a10f11d95c7310ee8c5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_484c6ed6-e963-4f92-adb7-909956529138"},{"id":"occ_ce699a7545f58b066f21f94e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_4b89f9f0-0408-42e4-9c2b-496264f17715","section_id":"sec_5e1a9d22-e4cb-4ed8-998b-dd96566d6262","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM4","quote":"さらにHBM4 PHYを15mm²/stack、8 stackとすると、","quote_start":0,"quote_end":36,"text_sha256":"b233f0fbc01732150f01bb030e0021e279118c8b2f37277070335e12ef3fcef4","block_sha256":"b233f0fbc01732150f01bb030e0021e279118c8b2f37277070335e12ef3fcef4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_4b89f9f0-0408-42e4-9c2b-496264f17715"},{"id":"occ_e5f085c26a166be90bc951a4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_4de9a341-440d-4edf-b136-66748ac28ec3","section_id":"sec_d1f15439-d328-4fe9-8a04-b1c683c04825","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":83,"end":86,"exact":"HBM","quote":"Support LogicをMemory側へ寄せますが、Tensor Matrix MultiplyそのものをHBM内で実行するわけではありません。","quote_start":28,"quote_end":102,"text_sha256":"05fcef1860a45817cfa4f493bde4f9884afb0d4f3495af4758873ab83b11f018","block_sha256":"05fcef1860a45817cfa4f493bde4f9884afb0d4f3495af4758873ab83b11f018","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_4de9a341-440d-4edf-b136-66748ac28ec3"},{"id":"occ_f80da8c99d67df5ad0c4f566","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_4ed51f86-d5f7-4175-a501-eb818050d33e","section_id":"sec_4ab46326-fef6-4753-9bb8-115878a82c97","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM高速化\n+\nInterface Custom化\n ↓\nXPU shoreline減少\n ↓\nInterposer routing簡素化\n```","quote_start":0,"quote_end":78,"text_sha256":"6392c8b89f4b60cba4f6fe47eafb1b661b13dc2d5c70bcc3cf3289ecba02c2cd","block_sha256":"6392c8b89f4b60cba4f6fe47eafb1b661b13dc2d5c70bcc3cf3289ecba02c2cd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_4ed51f86-d5f7-4175-a501-eb818050d33e"},{"id":"occ_2b60088f11b0e81e59967039","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_54ebb76e-8f40-4deb-bb8e-6f8c6773d1a0","section_id":"sec_b21dc356-a7a7-4263-ae51-7cf75bb27338","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"```\n① NVHBM / Custom HBM\n   ↓\nBandwidth↑\nHBM Power↓\nPHY/MC burden↓\n   ↓\n② 回収したXPU area\n   ↓\n┌────────┬────────┬─────────┐\n↓ ","quote_start":0,"quote_end":124,"text_sha256":"a0ed3a79682d0b35cc5d157674af54cc6e538198cc441bc799d84bb2be286a91","block_sha256":"a0ed3a79682d0b35cc5d157674af54cc6e538198cc441bc799d84bb2be286a91","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_54ebb76e-8f40-4deb-bb8e-6f8c6773d1a0"},{"id":"occ_9c0df3b8264564c9f71206b9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_5bc77021-80ae-4af0-950f-cad4ba1b44a2","section_id":"sec_4ab46326-fef6-4753-9bb8-115878a82c97","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM高速化\n ↓\n配線増加\n ↓\nInterposer苦しくなる\n```","quote_start":0,"quote_end":41,"text_sha256":"7583df922a12d8b8330f3562ca09f4ca82cee73d601054123e7d3f6b944871b7","block_sha256":"7583df922a12d8b8330f3562ca09f4ca82cee73d601054123e7d3f6b944871b7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_5bc77021-80ae-4af0-950f-cad4ba1b44a2"},{"id":"occ_d8331e79cc09164d8a67b720","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_5d59aaa1-778a-458c-99bd-d1fe1e2eae59","section_id":"sec_0976efeb-ebd2-47c7-9555-2cdd13cffc5c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":"/tokenなら単純Bandwidth ceilingは数十万token/sとなり、今回の数千token/s級HBM Rooflineを大きく上回ります。","quote_start":4,"quote_end":81,"text_sha256":"123d5f296d0b7d2dedb6c228736eaed3593a105220298cb501967db03880ddd5","block_sha256":"123d5f296d0b7d2dedb6c228736eaed3593a105220298cb501967db03880ddd5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_5d59aaa1-778a-458c-99bd-d1fe1e2eae59"},{"id":"occ_e72baac812ab01d879498dd0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_5d6af1fe-523f-4fba-a551-bea19adb3877","section_id":"sec_c62e9382-f4d4-4ad4-9afe-d657a22a25dd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"1 XPU=8 HBM stack、Yield80%、年間1,000万XPUなら、","quote_start":0,"quote_end":41,"text_sha256":"bf52d682cd9d42ffadb5c6a0beb6ffcc16d5b954a86fdcd85f409a11d8c69058","block_sha256":"bf52d682cd9d42ffadb5c6a0beb6ffcc16d5b954a86fdcd85f409a11d8c69058","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_5d6af1fe-523f-4fba-a551-bea19adb3877"},{"id":"occ_fed33c3ec9463204b5126c47","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_5ea20358-6563-40eb-a135-c6b1ff4166a7","section_id":"sec_74c45ca3-d45b-464f-a6c9-a89cc9b4ff85","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"さらにHBM Powerが15%減ります。","quote_start":0,"quote_end":21,"text_sha256":"46a09463e308d28040e690d14ab3de49665a16219269ba23b5967317e80e1344","block_sha256":"46a09463e308d28040e690d14ab3de49665a16219269ba23b5967317e80e1344","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_5ea20358-6563-40eb-a135-c6b1ff4166a7"},{"id":"occ_875dacc7e5ff7a90347345e0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_69f870d7-a7d4-4ee4-b3a1-6c23ed212f76","section_id":"sec_5aa0e6e1-ec68-4b31-828e-5f4a35e72aeb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM4","quote":"> 「HBM4からBase DieがLogic化する」","quote_start":0,"quote_end":27,"text_sha256":"508d3b209fd1491801ea980d545a944f471fce6167d1d6912b806c5efe359d77","block_sha256":"508d3b209fd1491801ea980d545a944f471fce6167d1d6912b806c5efe359d77","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_69f870d7-a7d4-4ee4-b3a1-6c23ed212f76"},{"id":"occ_a06842cd8decf6d6234db414","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_6a6b3baa-e7d1-4cd4-876d-f40d374f8946","section_id":"sec_47ca5332-2ede-4c1a-a565-f937f25ae34b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBMを高速化する技術であると同時に、SRAM-heavy XPUを可能にする技術**","quote_start":0,"quote_end":45,"text_sha256":"e653d2df1d6f273ae65f031023fa23edc30280fdd11be0c4c2fc2a22417cc3eb","block_sha256":"e653d2df1d6f273ae65f031023fa23edc30280fdd11be0c4c2fc2a22417cc3eb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_6a6b3baa-e7d1-4cd4-876d-f40d374f8946"},{"id":"occ_2a87f061412962adf05c1c87","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_6d5068b9-e712-4245-8859-26842722aed7","section_id":"sec_0cb77cf3-0999-4d35-9149-75f9cab6b95b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"NVHBMではCustom Base Die側へこの負担を寄せ、XPU↔HBMをより狭いCustom Interfaceへ変えます。","quote_start":0,"quote_end":66,"text_sha256":"a610f574efffd029cc122849c3f2d188d9fadbf0ef1eb65a448c235689535649","block_sha256":"a610f574efffd029cc122849c3f2d188d9fadbf0ef1eb65a448c235689535649","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_6d5068b9-e712-4245-8859-26842722aed7"},{"id":"occ_690362ae6c783fe79304238f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_7278887a-9e26-40e4-809c-d3022b7353ce","section_id":"sec_48d6520d-9868-4231-b844-8098025df31e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM DRAM die数は1 XPU当たり、","quote_start":0,"quote_end":23,"text_sha256":"0ea6514f2adff0d3f507a840d97fd4d6260459910d29103432b35939bdbae333","block_sha256":"0ea6514f2adff0d3f507a840d97fd4d6260459910d29103432b35939bdbae333","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_7278887a-9e26-40e4-809c-d3022b7353ce"},{"id":"occ_053632a7e588624d4ec58d19","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_75ba7dc4-909c-42a0-a1f3-31f444e26238","section_id":"sec_631f323e-cb6f-41cf-be58-ecef1f6d0c09","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"TPU 8iのSRAM/HBM比は、","quote_start":0,"quote_end":18,"text_sha256":"550907feee573cc5aa3c78acb5731bfc82103135b6ee68a7cf3a5805d0be2c4b","block_sha256":"550907feee573cc5aa3c78acb5731bfc82103135b6ee68a7cf3a5805d0be2c4b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_75ba7dc4-909c-42a0-a1f3-31f444e26238"},{"id":"occ_5b1efad0bb69761282c5f2d1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_7d4127ac-738e-4dd0-9b9a-472f6a230e8c","section_id":"sec_09968a41-7f44-44f3-9b14-0319b323e14d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":54,"end":58,"exact":"HBM4","quote":"SemiAnalysisによればB0 Jalapeñoは13.4PFLOPS MXFP4、15.4TB/s HBM4です。([InferenceX](https://inferencex.semianalysis.com/blog/openai-jalapeno-better-than-nvidia?utm_sou","quote_start":0,"quote_end":158,"text_sha256":"ccc9096f9aa00dc6186046d5d017090fc1d4e5535098c35534127e4e58925c0c","block_sha256":"ccc9096f9aa00dc6186046d5d017090fc1d4e5535098c35534127e4e58925c0c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_7d4127ac-738e-4dd0-9b9a-472f6a230e8c"},{"id":"occ_b7b517f16082c6df56cfc672","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_80f8b9ac-9ca7-4009-8cbb-919df6ee445d","section_id":"sec_5e1a9d22-e4cb-4ed8-998b-dd96566d6262","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"> **HBM Interface関連の5～11%程度を再配置できる可能性がある**","quote_start":0,"quote_end":42,"text_sha256":"1656075404c900c9b931977a8802ece76b367c31289ebb84d72738f6a60b003e","block_sha256":"1656075404c900c9b931977a8802ece76b367c31289ebb84d72738f6a60b003e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_80f8b9ac-9ca7-4009-8cbb-919df6ee445d"},{"id":"occ_0d953db25eabe29c006feb90","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_82396374-a925-4b78-b0ee-337bee5fdc7e","section_id":"sec_f4eeb854-a32c-45db-ba72-abecc70e2d63","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"BroadcomはHBM PHY、2.5D/3D Packaging、Network I/O、Custom XPUを自社で統合できるためCustom ASIC拡大自体は追い風です。一方NVLink Fusion＋NVHBMが","quote_start":0,"quote_end":112,"text_sha256":"5bd32b47c079ddd82ef73830c279418b8852455890a33481d72f2d3c50613ae0","block_sha256":"5bd32b47c079ddd82ef73830c279418b8852455890a33481d72f2d3c50613ae0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_82396374-a925-4b78-b0ee-337bee5fdc7e"},{"id":"occ_ad7a174332e71ea6f0ad50f4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_8296e6a6-0e5f-483e-8259-87203d70bab2","section_id":"sec_f4eeb854-a32c-45db-ba72-abecc70e2d63","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"```\nXPU Logic\n ↓\nTSMC\n\nHBM Logic Base Die\n ↓\nTSMC\n\nAdvanced Packaging\n ↓\nTSMC Ecosystem\n```","quote_start":0,"quote_end":91,"text_sha256":"6ebd07db5ddb004db70f09fd6c68ae0c19eccbfb82f8c0e301934d14c57d1722","block_sha256":"6ebd07db5ddb004db70f09fd6c68ae0c19eccbfb82f8c0e301934d14c57d1722","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_8296e6a6-0e5f-483e-8259-87203d70bab2"},{"id":"occ_52dd399f38fcd5e46798ea88","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_8a7435f4-a8e4-4c86-a8aa-eb6419ea9eb0","section_id":"sec_5e1a9d22-e4cb-4ed8-998b-dd96566d6262","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM-related logic：","quote_start":0,"quote_end":18,"text_sha256":"f1f4f9ca89bad7d6e820294d597269b368af853c9085a2a29cead2a7790ba464","block_sha256":"f1f4f9ca89bad7d6e820294d597269b368af853c9085a2a29cead2a7790ba464","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_8a7435f4-a8e4-4c86-a8aa-eb6419ea9eb0"},{"id":"occ_6734ebc62835a9c8ec1d5e81","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_90dd5702-3a40-437e-95ad-b2dff7a4cc8c","section_id":"sec_f01c9907-9603-4aa4-a698-cf2f25d5e8f2","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"NVIDIA自身が、Traditional HBMではXPUにあるMemory Controllerを**3D HBM stack内のCustom Base Dieへ移す**と説明しています。([NVIDIA Developer](https://d","quote_start":0,"quote_end":125,"text_sha256":"20e6d8d09d7e459f2d633568a2f38de3df0969ead029a87186c04a6eb71489bc","block_sha256":"20e6d8d09d7e459f2d633568a2f38de3df0969ead029a87186c04a6eb71489bc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_90dd5702-3a40-437e-95ad-b2dff7a4cc8c"},{"id":"occ_ed4b88c0a378b6665773d9d7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_916ba4fd-a567-44dc-8348-22f64cd79008","section_id":"sec_37f507ca-21da-4a9d-9fe8-4be5e5185d98","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":14,"end":18,"exact":"HBM4","quote":"## 6．Standard HBM4/HBM4E","quote_start":0,"quote_end":24,"text_sha256":"c2aa6e03a2a4e3bd78df34cb9f23c8651b80b825d3cacc92bc669dc3d04f2808","block_sha256":"c2aa6e03a2a4e3bd78df34cb9f23c8651b80b825d3cacc92bc669dc3d04f2808","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_916ba4fd-a567-44dc-8348-22f64cd79008"},{"id":"occ_dc33ee017473d2ecffab853a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_93363a2d-2be8-4ac2-8603-b48c1fc6ae92","section_id":"sec_4ab46326-fef6-4753-9bb8-115878a82c97","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"のように各HBMからXPUへ大量のparallel routingが集中します。","quote_start":0,"quote_end":40,"text_sha256":"31c5c6e81e360f07e61c4c4459b39bcc5a8988368156e18e1aeda927b51c99ba","block_sha256":"31c5c6e81e360f07e61c4c4459b39bcc5a8988368156e18e1aeda927b51c99ba","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_93363a2d-2be8-4ac2-8603-b48c1fc6ae92"},{"id":"occ_59d7a2cb48e18ed54504afcb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_9566ce99-dbc4-41b0-9f8e-b7da235c7616","section_id":"sec_0dbd6c19-6b0d-48a4-846a-ea3736d4523a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"Googleが実際にTPU 8iで384MB SRAMを選び、HBM Bandwidthも増やしたことは、「HBMかSRAMか」の二択ではないことを強く示しています。([Google Cloud](https://cloud.google.com/blog/produ","quote_start":0,"quote_end":134,"text_sha256":"5a25657e6d022c7c4a47e99fc5ea6d181b8234d814346b3f1c547f706d75feaa","block_sha256":"5a25657e6d022c7c4a47e99fc5ea6d181b8234d814346b3f1c547f706d75feaa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_9566ce99-dbc4-41b0-9f8e-b7da235c7616"},{"id":"occ_8ab321aa6c7398fcdd649be1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_a4854778-0adb-49f0-9c94-2a3e674080c7","section_id":"sec_2f8823b3-ec95-4c30-97d6-3fd492761894","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"**JalapeñoはHBMをComputeに対して太くする。TPU 8iはHBMとSRAMを同時に増やす。NVIDIAはNVHBMによってLogic Base Dieまで自分のArchitectureへ取り込む。**","quote_start":0,"quote_end":109,"text_sha256":"e6be909dd243ea97d6c1ed401a052d4bd154e8fa440d357c76045576ecad031d","block_sha256":"e6be909dd243ea97d6c1ed401a052d4bd154e8fa440d357c76045576ecad031d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_a4854778-0adb-49f0-9c94-2a3e674080c7"},{"id":"occ_a98039eb47370a6397967102","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_a81e66bb-28e7-444c-8623-b7a36c9df317","section_id":"sec_f01c9907-9603-4aa4-a698-cf2f25d5e8f2","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":846,"end":849,"exact":"HBM","quote":"Controller  │\n        │ Custom PHY         │\n        │ HBM Support Logic  │\n        └────────────────────┘\n```","quote_start":791,"quote_end":901,"text_sha256":"5c45bc4a268e5fddb7e6d0ac8717d26d25389c05b2e0cf1487a5de975025db44","block_sha256":"5c45bc4a268e5fddb7e6d0ac8717d26d25389c05b2e0cf1487a5de975025db44","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_a81e66bb-28e7-444c-8623-b7a36c9df317"},{"id":"occ_20e7e73f53b567c7e364d336","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_accb39b1-7d3e-42e0-97e7-1c18becdd029","section_id":"sec_f4eeb854-a32c-45db-ba72-abecc70e2d63","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":7,"end":12,"exact":"HBM4E","quote":"MicronもHBM4EでStandardとCustomized Base Logic Dieの双方をTSMCで製造し、Custom品の方が高Gross Marginになると説明しています。([Micron Technolo","quote_start":0,"quote_end":112,"text_sha256":"ed4385c13b634b17a9b886d5ee0749802072c9cbfb2274a69ecc7cf8d0cff43b","block_sha256":"ed4385c13b634b17a9b886d5ee0749802072c9cbfb2274a69ecc7cf8d0cff43b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_accb39b1-7d3e-42e0-97e7-1c18becdd029"},{"id":"occ_73f73d19c76394065820dbb7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_b0e00822-708d-42ad-92c0-0368aa321573","section_id":"sec_d1f15439-d328-4fe9-8a04-b1c683c04825","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"Samsung HBM-PIMは、AI処理機能をMemory側へ入れることでXilinx Alveoを使った検証では約2.5倍のSystem Performanceと60%以上のEnergy reductionを報告してい","quote_start":0,"quote_end":111,"text_sha256":"06a68d5644fbc05e80a31691c56fe8bafd7782891a2f243cbb57b54f670cdefc","block_sha256":"06a68d5644fbc05e80a31691c56fe8bafd7782891a2f243cbb57b54f670cdefc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_b0e00822-708d-42ad-92c0-0368aa321573"},{"id":"occ_32964400352094bf5585aa66","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_b5dc6d13-1c29-4a93-ba7a-39fb371514db","section_id":"sec_1951a300-cbc3-42d1-a3e5-f519fae4e70a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":63,"end":66,"exact":"HBM","quote":"TCでFeynmanを次世代GPUとして説明しており、SemiAnalysisもFeynmanでCustom HBMが重要になると分析しています。([NVIDIA](https://www.nvidia.com/en-us/on-demand/session/gtc26-s81595?playlistId=play","quote_start":8,"quote_end":166,"text_sha256":"767b09859d66e70808a7f254caf7afc163c18e2c993095574268f7b763aadb8c","block_sha256":"767b09859d66e70808a7f254caf7afc163c18e2c993095574268f7b763aadb8c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_b5dc6d13-1c29-4a93-ba7a-39fb371514db"},{"id":"occ_d2f7658f97f41a2fbc148744","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_b7e01025-b602-4f52-96ee-2150df197e63","section_id":"sec_0cb77cf3-0999-4d35-9149-75f9cab6b95b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":9,"end":13,"exact":"HBM4","quote":"Standard HBM4ではXPU外周に、","quote_start":0,"quote_end":22,"text_sha256":"62d61ec419caca830507fcc559bd1221dc5e0b2f1e5a083573bbbe16032efbd4","block_sha256":"62d61ec419caca830507fcc559bd1221dc5e0b2f1e5a083573bbbe16032efbd4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_b7e01025-b602-4f52-96ee-2150df197e63"},{"id":"occ_9247e4178b22a90406fafc86","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_bb2f1def-b0bd-4d8d-8e50-d001a1c827a7","section_id":"sec_5cd3c4fa-ccd6-456b-b1ba-a0b3c38cbeda","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"NVHBMはこの中で単なる「高速な次世代HBM」ではありません。","quote_start":0,"quote_end":32,"text_sha256":"166531b5490b3fb067710f6758aec7eb7e6fbb505989b657e6a3ac14ad3c9d2b","block_sha256":"166531b5490b3fb067710f6758aec7eb7e6fbb505989b657e6a3ac14ad3c9d2b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_bb2f1def-b0bd-4d8d-8e50-d001a1c827a7"},{"id":"occ_56480bea92487329af12f78a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_bc2c213a-4894-4e2f-a30f-ec44fae97ba5","section_id":"sec_37f507ca-21da-4a9d-9fe8-4be5e5185d98","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4 PHYはHBM3Eより面積も電力も大きくなる方向で、業界資料ではHBM3E級11mm²→HBM4級15mm²、PHY power 6W→9Wという例も報告されています。([Tom's Hardwar","quote_start":0,"quote_end":104,"text_sha256":"99c26203f4526079a9debffd71686fadb236d4b20c0f354b626f7993cb19aed8","block_sha256":"99c26203f4526079a9debffd71686fadb236d4b20c0f354b626f7993cb19aed8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_bc2c213a-4894-4e2f-a30f-ec44fae97ba5"},{"id":"occ_8248c1ddc7e4cb84d3153fc7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_c031b43a-9ea1-4f22-8ff2-749fc9bf701e","section_id":"sec_5cd3c4fa-ccd6-456b-b1ba-a0b3c38cbeda","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":68,"end":71,"exact":"HBM","quote":"に発表されたNVHBM、Rubin、OpenAI Jalapeño、Google TPU 8i、Custom HBM、PIMまでを一つの流れとして見ると、もっと大きな構造変化が見えてきます。","quote_start":13,"quote_end":108,"text_sha256":"c0a1f0d5b13038edf1922c17d0be47f83f384669d38ffe3d3fd068b89dc2ce39","block_sha256":"c0a1f0d5b13038edf1922c17d0be47f83f384669d38ffe3d3fd068b89dc2ce39","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_c031b43a-9ea1-4f22-8ff2-749fc9bf701e"},{"id":"occ_f40efae8113aa74a4c2c25e4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_c3f449cc-a602-4e70-be43-0ca1af8c8104","section_id":"sec_5aa0e6e1-ec68-4b31-828e-5f4a35e72aeb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4ですでにLogic Base Dieは高度化しています。","quote_start":0,"quote_end":32,"text_sha256":"9c4db36da2910af756712435ad8157b297e614356783cca19be6de38d6a381da","block_sha256":"9c4db36da2910af756712435ad8157b297e614356783cca19be6de38d6a381da","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_c3f449cc-a602-4e70-be43-0ca1af8c8104"},{"id":"occ_010fc1a5de9ffb9806a3b28c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_cbae692f-5975-48ba-b7e9-b87b28d6c066","section_id":"sec_5aa0e6e1-ec68-4b31-828e-5f4a35e72aeb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":9,"end":13,"exact":"HBM4","quote":"SK hynixはHBM4からTSMC Advanced Logic ProcessをBase Dieへ採用すると説明しており、SamsungはHBM5 Base Dieを2nm Foundry Processへ移行する計画で","quote_start":0,"quote_end":113,"text_sha256":"de27ad9ba8aa649b6321cacbc3aacfff95ab5d98cdea57c5a31a61f611712c06","block_sha256":"de27ad9ba8aa649b6321cacbc3aacfff95ab5d98cdea57c5a31a61f611712c06","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_cbae692f-5975-48ba-b7e9-b87b28d6c066"},{"id":"occ_17c0959addaa2b7e62032ed8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_cf200a0d-49a3-413c-8ea3-6c401145e764","section_id":"sec_0976efeb-ebd2-47c7-9555-2cdd13cffc5c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMだけを速くすると、次はNetworkが問題になります。","quote_start":0,"quote_end":30,"text_sha256":"3fec3e073d2596ff83a2ef60300a9a1c8375a42f14203fd29d48cc052591479a","block_sha256":"3fec3e073d2596ff83a2ef60300a9a1c8375a42f14203fd29d48cc052591479a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_cf200a0d-49a3-413c-8ea3-6c401145e764"},{"id":"occ_bfddae17324fff5489dd2914","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_d2099331-64a5-42eb-bfc1-fc00619c3164","section_id":"sec_5cd3c4fa-ccd6-456b-b1ba-a0b3c38cbeda","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4E"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM Logic Base DieへMemory ControllerとCustom PHYを押し込み、XPUとMemoryの境界そのものを再設計する技術**です。NVIDIAによればStandard H","quote_start":0,"quote_end":105,"text_sha256":"679454fb0a79b54fabf69bf4c3d1fc2ca2f515075244f6b3180bb0762f4eab1c","block_sha256":"679454fb0a79b54fabf69bf4c3d1fc2ca2f515075244f6b3180bb0762f4eab1c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_d2099331-64a5-42eb-bfc1-fc00619c3164"},{"id":"occ_d218000d41911894655db3d8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_dcce5c0f-617f-49b1-a429-0746e8b0317a","section_id":"sec_d027c844-e782-44be-b4d8-50295983eeca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"NVHBMとMarvell Custom HBMは同一仕様ではありません。","quote_start":0,"quote_end":37,"text_sha256":"5f30de9fb0d034e64fed37c6d67f7268851eb13ef261dc257c9cf342801634c9","block_sha256":"5f30de9fb0d034e64fed37c6d67f7268851eb13ef261dc257c9cf342801634c9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_dcce5c0f-617f-49b1-a429-0746e8b0317a"},{"id":"occ_b9b061e0b8978fd555baf8a5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_e18f80fe-8854-4821-9bfb-579bf25741db","section_id":"sec_74c45ca3-d45b-464f-a6c9-a89cc9b4ff85","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"XPU全体に占めるHBM Power比をfとすると、","quote_start":0,"quote_end":26,"text_sha256":"946960a1d9d65b52d802c10d5de7ef836c052d8f11464f632ede45ba95d93c7f","block_sha256":"946960a1d9d65b52d802c10d5de7ef836c052d8f11464f632ede45ba95d93c7f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_e18f80fe-8854-4821-9bfb-579bf25741db"},{"id":"occ_17247885d769c880bcacec00","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_e77442b9-2d7b-4196-9436-e877ea073ec3","section_id":"sec_4ab46326-fef6-4753-9bb8-115878a82c97","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM4E","quote":"HBM4EになるほどPin Density、Power Rail、Signal Integrityの難易度が上がります。","quote_start":0,"quote_end":60,"text_sha256":"c9bd796a189305ac3652c4596f774778cf3073f27463182f9db7615ec78f4044","block_sha256":"c9bd796a189305ac3652c4596f774778cf3073f27463182f9db7615ec78f4044","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_e77442b9-2d7b-4196-9436-e877ea073ec3"},{"id":"occ_0fbb39cbef35d97720af0a5c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_e7cb14ad-de21-4d9b-8994-cfb7aed018d1","section_id":"sec_37f507ca-21da-4a9d-9fe8-4be5e5185d98","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4ではinterfaceは2,048-bit級まで広がっています。","quote_start":0,"quote_end":36,"text_sha256":"83bdd5b48c62f7d887626a85db456ae2bcec1756c542ee9ace22ca17b01aa257","block_sha256":"83bdd5b48c62f7d887626a85db456ae2bcec1756c542ee9ace22ca17b01aa257","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_e7cb14ad-de21-4d9b-8994-cfb7aed018d1"},{"id":"occ_71eb252527d590145b98eda3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_ec697aff-fd7a-4271-afe7-c8ac35f55023","section_id":"sec_09968a41-7f44-44f3-9b14-0319b323e14d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"だからHBM Rooflineへ近づきやすい。","quote_start":0,"quote_end":23,"text_sha256":"cdf5957dc229b604e4e9ffb8ea2ccaa3e058c29e30df828bd6e4e5db714b780d","block_sha256":"cdf5957dc229b604e4e9ffb8ea2ccaa3e058c29e30df828bd6e4e5db714b780d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_ec697aff-fd7a-4271-afe7-c8ac35f55023"},{"id":"occ_876871bc0f3b9b9366c96e99","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_ee02b765-eb2f-4174-a790-a4981e4e2978","section_id":"sec_74c45ca3-d45b-464f-a6c9-a89cc9b4ff85","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Power比10～30%なら、","quote_start":0,"quote_end":19,"text_sha256":"a303eec5ce170b4c349c16137855180a5dd006e323667557201cbf3ad4b4e73b","block_sha256":"a303eec5ce170b4c349c16137855180a5dd006e323667557201cbf3ad4b4e73b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_ee02b765-eb2f-4174-a790-a4981e4e2978"},{"id":"occ_292dd2549e8fbe6ad3b6c0e2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_f51114c3-db0c-466d-875f-c8f72fbcc2a5","section_id":"sec_48d6520d-9868-4231-b844-8098025df31e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"年間1,000万XPU  \n8 HBM/XPU  \n12 DRAM Die/stack  \nDRAM die 70mm²  \nDRAM yield 90%  \nBase Die 120mm²  \nBase Die yield 80%","quote_start":0,"quote_end":116,"text_sha256":"ef6908c1c8c505f5d46316b228be2a5a04bad1a03b2f179afba171233b3422a0","block_sha256":"ef6908c1c8c505f5d46316b228be2a5a04bad1a03b2f179afba171233b3422a0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_f51114c3-db0c-466d-875f-c8f72fbcc2a5"},{"id":"occ_7634c767ba465c28c4ec173a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_f65c07fe-d261-4943-8836-1a39f67dd4ef","section_id":"sec_d027c844-e782-44be-b4d8-50295983eeca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"MarvellはStandard HBM Interfaceの問題を、","quote_start":0,"quote_end":35,"text_sha256":"df3b695ce6ecce8db4989b849840d4a7087567aa0a9a67dc1e66ac7f9d7009e7","block_sha256":"df3b695ce6ecce8db4989b849840d4a7087567aa0a9a67dc1e66ac7f9d7009e7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_f65c07fe-d261-4943-8836-1a39f67dd4ef"},{"id":"occ_8aa0bb7810ac23d780b0dc66","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_f7ec987c-ca76-480a-ab25-c62c224ed0cb","section_id":"sec_4ab46326-fef6-4753-9bb8-115878a82c97","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4E"],"evidence":{"text_basis":"markdown","start":11,"end":16,"exact":"HBM4E","quote":"ECTC 2026ではHBM4E routingがAdvanced Packagingの主要課題の一つとして扱われており、Custom HBMではHost ASIC側HBM PHY footprintを約60%減らし、Interpo","quote_start":0,"quote_end":116,"text_sha256":"6e9abacd8183357a58c5e58d0efbd78699968ec4d629dc34ae252567750556b5","block_sha256":"6e9abacd8183357a58c5e58d0efbd78699968ec4d629dc34ae252567750556b5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_f7ec987c-ca76-480a-ab25-c62c224ed0cb"},{"id":"occ_d083af201d48be9fa5e8a02c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3","block_id":"blk_f8753f6f-b315-41b6-a852-8b6e81fb2a86","section_id":"sec_2f8823b3-ec95-4c30-97d6-3fd492761894","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"```\nAI需要\n ↓\nHBM不足\n ↓\nMemory価格上昇\n ↓\nSupply Constraint\n ↓\nMargin圧迫\n```","quote_start":0,"quote_end":68,"text_sha256":"f1a19c126c8b3e40b94ebf0ed0f45cd573ef1429f60cffeb2826d7f69d9a5d68","block_sha256":"f1a19c126c8b3e40b94ebf0ed0f45cd573ef1429f60cffeb2826d7f69d9a5d68","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c74e591e-d929-42b5-8c6c-04563fae77c3/#blk_f8753f6f-b315-41b6-a852-8b6e81fb2a86"},{"id":"occ_6f67796ead10e5c9398d9094","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c7523b3e-3b42-43d4-85e5-774de77f8279","work_id":"wrk_4ae60e61-9494-4f49-8456-e0117f825456","block_id":"blk_e81552d2-871b-42ca-b0eb-abe6034feeea","section_id":"sec_fa1347b7-bb01-4983-9430-01fcf8a19626","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"NVIDIA GPU、TPU、Trainium、HBMなどを使い、Frontier Model、大規模Inference、Training、Reward Modelなどを処理する。","quote_start":0,"quote_end":90,"text_sha256":"0c1a5b8bc7ffbe89e391393c26e091a067ad72557294d6f9ab06df927329ac9c","block_sha256":"0c1a5b8bc7ffbe89e391393c26e091a067ad72557294d6f9ab06df927329ac9c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c7523b3e-3b42-43d4-85e5-774de77f8279/#blk_e81552d2-871b-42ca-b0eb-abe6034feeea"},{"id":"occ_93910c4d54fb668bd0b5d74c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":null,"section_id":null,"layer":"title","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"title","start":32,"end":35,"exact":"HBM","quote":"AIは「巨大GPU」から「巨大な記憶コンピュータ」へ――MoE・HBM・Optical Fabricが変える次世代AIインフラ","quote_start":0,"quote_end":63,"text_sha256":"3d552d9b046985b926b781c5d6e6642b04fea90751b54dd45d453167a2ce6282","block_sha256":null,"offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/"},{"id":"occ_f4c64808906bb45825905c0e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_011019d8-6bbd-497d-8985-f8579647f55c","section_id":"sec_6cb19dda-fcda-4d8b-93f3-c16c25b3c2b2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"Local HBMを非常に大きくしつつ、openなScale-Up FabricでNVIDIA NVLink ecosystemに対抗する","quote_start":0,"quote_end":69,"text_sha256":"b7d212ce286f728bd18e3c9fcc33a72a39e4205c91d23788329184ac687044fd","block_sha256":"b7d212ce286f728bd18e3c9fcc33a72a39e4205c91d23788329184ac687044fd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_011019d8-6bbd-497d-8985-f8579647f55c"},{"id":"occ_58fa28e7569684152b63b4c7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_0c005f07-26da-46db-9165-2db739a8e8c1","section_id":"sec_90a2fbac-855a-4445-adfc-e0ab17069cf7","layer":"caption","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"![GoogleのHBM・光・Compiler協調 01](media/32c69678ea1ee60808392b67933f91e1f9cb89399f12c1266d670ddad0f1115c.webp)","quote_start":0,"quote_end":106,"text_sha256":"8e34f81351750bf48d95d95f0d39e48f386ffd548e8f4958c9d8b0cd2e5b7eda","block_sha256":"8e34f81351750bf48d95d95f0d39e48f386ffd548e8f4958c9d8b0cd2e5b7eda","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_0c005f07-26da-46db-9165-2db739a8e8c1"},{"id":"occ_121ada87c192b0a30aaabbf1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_0d6b6969-3dff-4f61-87ff-bd98dfa46602","section_id":"sec_4b544497-a01b-4492-897e-3553bc6f35c5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4、","quote_start":0,"quote_end":5,"text_sha256":"abb65d0e6cc3db800729b353e4bb059d8b1dd1c826ac18cb068fe722e0bf96b1","block_sha256":"abb65d0e6cc3db800729b353e4bb059d8b1dd1c826ac18cb068fe722e0bf96b1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_0d6b6969-3dff-4f61-87ff-bd98dfa46602"},{"id":"occ_8dbfba438edf2b15db4f281e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_0daf2508-7357-4c95-bee5-00d8d3bf13b6","section_id":"sec_145d6137-f095-480b-a0ce-a3e6f9259eb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 19．HBMは消えるのではなく「AIの作業記憶」へ純化する","quote_start":0,"quote_end":32,"text_sha256":"570916f3a9df2cea231cd25a1a411262a23cddf37b42cefa252bbc7653b08dab","block_sha256":"570916f3a9df2cea231cd25a1a411262a23cddf37b42cefa252bbc7653b08dab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_0daf2508-7357-4c95-bee5-00d8d3bf13b6"},{"id":"occ_bb03e869cdea84aea0cadec2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_1486efdf-55ca-4d4b-8947-def45406a4b7","section_id":"sec_9ed6cccb-3a3d-41ca-9c57-4a1819350607","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":88,"end":91,"exact":"HBM","quote":"Podを、ICI、Optical Circuit Switch、data-center network、大規模HBM capacityと一体で設計する。","quote_start":33,"quote_end":109,"text_sha256":"967fb0e5000b56e5f6c8ab3a69b0be95be4710451fec07a44f36eac9e381eadf","block_sha256":"967fb0e5000b56e5f6c8ab3a69b0be95be4710451fec07a44f36eac9e381eadf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_1486efdf-55ca-4d4b-8947-def45406a4b7"},{"id":"occ_f519abf396728e7eb486bbf0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_1d12ad7e-f66a-481d-bc28-906948fd0023","section_id":"sec_145d6137-f095-480b-a0ce-a3e6f9259eb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"これは1 GPU当たりHBM容量には下押し要因になる。","quote_start":0,"quote_end":27,"text_sha256":"df7035368d3f0ca7a38f5ba3672cda0420f1ff32ba7b5932b029fb629a2c4050","block_sha256":"df7035368d3f0ca7a38f5ba3672cda0420f1ff32ba7b5932b029fb629a2c4050","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_1d12ad7e-f66a-481d-bc28-906948fd0023"},{"id":"occ_e8d7c67e83d233b0e055f115","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_1f76200e-21ce-4241-afdc-401814ef7fe5","section_id":"sec_75fec76d-3598-48ab-a3fe-739693c6772c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":95,"end":98,"exact":"HBM","quote":"trator\n    ↓\nInference Runtime\n    ↓\nDriver / OS\n    ↓\nHBM / DRAM / SSD / Remote Memory","quote_start":40,"quote_end":127,"text_sha256":"ba23a6a497d3e6bf32f77651f439c2ad212e0590808f36508bef5b609df2b12c","block_sha256":"ba23a6a497d3e6bf32f77651f439c2ad212e0590808f36508bef5b609df2b12c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_1f76200e-21ce-4241-afdc-401814ef7fe5"},{"id":"occ_4f5d3991453e9f38a0ef80f5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_238c41b4-612e-4fac-9ea9-51bc52356a42","section_id":"sec_0f33e91a-2860-44d7-beeb-865979f4ac85","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"この世界では、HBM、DRAM、NAND/HBF、advanced packaging、CPO、CW laser、switch ASIC、NIC、CPU、GPU/XPU、compiler、memory runtimeは別","quote_start":0,"quote_end":110,"text_sha256":"af922177448e8b0f586c408a6aa05749d2cbd70f28053d481044b505751794d6","block_sha256":"af922177448e8b0f586c408a6aa05749d2cbd70f28053d481044b505751794d6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_238c41b4-612e-4fac-9ea9-51bc52356a42"},{"id":"occ_b6169d552350247a3c8d9794","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_272c8f46-0424-49cc-b1d5-7c8cef9cefdd","section_id":"sec_84346931-0010-4b55-a814-25c460db98f2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":135,"end":138,"exact":"HBM","quote":"pute SoCの出荷開始を発表した。XDSiPは6,000平方mm超のsiliconと最大12 stackのHBMを一つのpackageへ統合できる。 (Broadcom)","quote_start":80,"quote_end":167,"text_sha256":"0f819c1d3a126e4655a000476ce8269d78d1fbcbcfa8c316f6b4fe17c3391dda","block_sha256":"0f819c1d3a126e4655a000476ce8269d78d1fbcbcfa8c316f6b4fe17c3391dda","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_272c8f46-0424-49cc-b1d5-7c8cef9cefdd"},{"id":"occ_e5f685174dceab862acf61f7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_2970af98-3f0a-4b36-a81e-f95e4b8552f7","section_id":"sec_145d6137-f095-480b-a0ce-a3e6f9259eb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"で考える必要があり、「Optical Fabric＝HBM弱気」とは単純に言えない。","quote_start":0,"quote_end":42,"text_sha256":"21b33cb9604e6e66569d376097240df997398b87759ee326c3916d9388de6932","block_sha256":"21b33cb9604e6e66569d376097240df997398b87759ee326c3916d9388de6932","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_2970af98-3f0a-4b36-a81e-f95e4b8552f7"},{"id":"occ_9ab79f72d63bc23e19a715b9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_320c61ad-e593-4b7a-8f16-fa5568b319a3","section_id":"sec_6cb19dda-fcda-4d8b-93f3-c16c25b3c2b2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":17,"end":21,"exact":"HBM4","quote":"AMDが公表する設計では31TBのHBM4、最大260TB/sのaggregate scale-up bandwidthを持ち、UALink over Ethernetを使って72 GPUを一つのcompute resourceとして動かす。","quote_start":0,"quote_end":121,"text_sha256":"877502bff569ea6827a9681bd20e7f326bc0d9a8cc21f621a3ccf08442c696fa","block_sha256":"877502bff569ea6827a9681bd20e7f326bc0d9a8cc21f621a3ccf08442c696fa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_320c61ad-e593-4b7a-8f16-fa5568b319a3"},{"id":"occ_c4b7a25a1335855fac8674eb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_39c1fb7b-f574-477d-bc8d-a4928d293703","section_id":"sec_8b702ce6-e310-4e31-8cdc-26610663173e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"MoE、KVキャッシュ、HBM、3D実装、Optical Fabricが変える次世代AIインフラ","quote_start":0,"quote_end":48,"text_sha256":"5c7e98a96bb43e861711f0d81b70fc2d6ec1b908016fc99d0c5962f82453b48a","block_sha256":"5c7e98a96bb43e861711f0d81b70fc2d6ec1b908016fc99d0c5962f82453b48a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_39c1fb7b-f574-477d-bc8d-a4928d293703"},{"id":"occ_308af5800d0f68ea1d08650c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_3cb38bb0-14bf-4a6c-922b-152cfd9715e8","section_id":"sec_0fa06708-c1c4-42c6-a4e7-65b5b75cb6a8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"ところが、それらをチップ外へ出し入れするI/O、電源、HBM接続などに使える物理的な境界は、演算器ほど急速には増えない。","quote_start":0,"quote_end":60,"text_sha256":"f2d06bba150ceaf280726ed7c32c4cc34e490bed99f0d6d3e669809dca24d9df","block_sha256":"f2d06bba150ceaf280726ed7c32c4cc34e490bed99f0d6d3e669809dca24d9df","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_3cb38bb0-14bf-4a6c-922b-152cfd9715e8"},{"id":"occ_eff1dec849e5c80f3cb3eb08","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_40817416-a644-4df6-96af-16e1242649f5","section_id":"sec_d4084f29-be6a-4129-aa9f-adab3288fd84","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"Huaweiにとって最先端process、HBM、advanced packagingの制約はNVIDIAより大きい。","quote_start":0,"quote_end":59,"text_sha256":"5ec70931608da0785758e42e297f5a719753ebee315f35853b3484bf53f4125b","block_sha256":"5ec70931608da0785758e42e297f5a719753ebee315f35853b3484bf53f4125b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_40817416-a644-4df6-96af-16e1242649f5"},{"id":"occ_93209094200d02e2d3897657","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_427cb835-43b8-4552-9607-206e85852f81","section_id":"sec_84ba78f3-e532-4cbf-a830-f11fb2a743de","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"非常に近い距離\nSRAM\n ↓\nHBM\n ↓\n3D / SoIC / UCIe / package wiring\n ↓","quote_start":0,"quote_end":59,"text_sha256":"0dc6d8478a8659e6f21100cf3bbff70b177fbf0bc5fa1909fe372aedf39bc6d0","block_sha256":"0dc6d8478a8659e6f21100cf3bbff70b177fbf0bc5fa1909fe372aedf39bc6d0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_427cb835-43b8-4552-9607-206e85852f81"},{"id":"occ_33c957cfda9b2da2d1346b34","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_4305579f-fabd-4760-89fb-b66a3cd630f7","section_id":"sec_1432ac80-5e56-4953-945c-2ac333ea5d1e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"巨大なTensor Coreを作ってもHBMからweightが来なければ遊ぶ。","quote_start":0,"quote_end":39,"text_sha256":"e127cdc7118e842c12563d739941ab718ae48a1292cb3f2b9bffc46ad1ccbb8c","block_sha256":"e127cdc7118e842c12563d739941ab718ae48a1292cb3f2b9bffc46ad1ccbb8c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_4305579f-fabd-4760-89fb-b66a3cd630f7"},{"id":"occ_2d549c9580850aed431b53df","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_472705d0-905d-4db5-bf63-db4f7e6cbbb2","section_id":"sec_acea0eb4-dbbf-4f8b-acd5-a90d001cb748","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"Register / SRAM\n      ↓\nLocal HBM\n      ↓\nPooled DRAM\n      ↓\nHBF / Large Memory\n      ↓\nNVMe SSD\n      ↓\nObject Storage","quote_start":0,"quote_end":120,"text_sha256":"4c86d2138f93aae14cae82e6dd9efb838b0d00de4e117ac7fd3e9024973fee99","block_sha256":"4c86d2138f93aae14cae82e6dd9efb838b0d00de4e117ac7fd3e9024973fee99","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_472705d0-905d-4db5-bf63-db4f7e6cbbb2"},{"id":"occ_5913ba3d6d848f0de5ed1664","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_4786ce8b-fade-48a8-a31d-69cc94942dc3","section_id":"sec_bd7d71a0-b908-4337-b830-47cd7211250a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"Apple = ...\nHBM = ...\n東京 = ...","quote_start":0,"quote_end":30,"text_sha256":"3667f613d701cba8407da49a47d140ed07e450b5d56d3299517104e720fee824","block_sha256":"3667f613d701cba8407da49a47d140ed07e450b5d56d3299517104e720fee824","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_4786ce8b-fade-48a8-a31d-69cc94942dc3"},{"id":"occ_89f078ffffe9561799d21c64","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_53855d04-f764-4dc0-a1bf-ea0858c1969b","section_id":"sec_145d6137-f095-480b-a0ce-a3e6f9259eb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"一方でHBMは、","quote_start":0,"quote_end":8,"text_sha256":"90874bb968804465b4c0197e58e39ac034bc38514f738795c949bc32cb14b773","block_sha256":"90874bb968804465b4c0197e58e39ac034bc38514f738795c949bc32cb14b773","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_53855d04-f764-4dc0-a1bf-ea0858c1969b"},{"id":"occ_98fdb02fd1fe90682a0434cd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_59e9c826-8953-4ce6-a1dd-153b0a883e37","section_id":"sec_145d6137-f095-480b-a0ce-a3e6f9259eb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"現在\nGPU + 288GB HBM","quote_start":0,"quote_end":18,"text_sha256":"12d442442bee0ccb20ddb791ca6c0a3614d3319a54f50a57bc4b8d07fdc79746","block_sha256":"12d442442bee0ccb20ddb791ca6c0a3614d3319a54f50a57bc4b8d07fdc79746","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_59e9c826-8953-4ce6-a1dd-153b0a883e37"},{"id":"occ_bd0e0fa3b94996fe77c74c9d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_5bc1f3f9-4269-403b-a080-ff43e0df2571","section_id":"sec_acea0eb4-dbbf-4f8b-acd5-a90d001cb748","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMにはactive weight、active KV、activation。","quote_start":0,"quote_end":40,"text_sha256":"7a246dc0f88eb100c4b64f218818686c0a22385a4a558d7ad7b18306f969dd7c","block_sha256":"7a246dc0f88eb100c4b64f218818686c0a22385a4a558d7ad7b18306f969dd7c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_5bc1f3f9-4269-403b-a080-ff43e0df2571"},{"id":"occ_2a07990ab39bd11f88cff717","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_69942301-b23c-4155-86c5-120ba06e0160","section_id":"sec_90a2fbac-855a-4445-adfc-e0ab17069cf7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"### 図解｜GoogleのHBM・光・Compiler協調","quote_start":0,"quote_end":30,"text_sha256":"0f072eff012a9e9a71a9ef2bc981e88447f69e93504e3f2bd01d580ce4a5aede","block_sha256":"0f072eff012a9e9a71a9ef2bc981e88447f69e93504e3f2bd01d580ce4a5aede","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_69942301-b23c-4155-86c5-120ba06e0160"},{"id":"occ_5252e28bc46c243c6b79b479","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_6edcd044-5f78-4997-8ed2-c807bd939f96","section_id":"sec_0f28a83e-8fdf-45d8-bfe6-9d9ad26ba0ca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":415,"end":418,"exact":"HBM","quote":"           XPU Compute\n                         SRAM / HBM\n                       Active Working Set\n                               │\n                     Opt","quote_start":360,"quote_end":518,"text_sha256":"94ad62e7c602543bfbb524cba78c0c70aab93997b0332c3eeeace7e38621b748","block_sha256":"94ad62e7c602543bfbb524cba78c0c70aab93997b0332c3eeeace7e38621b748","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_6edcd044-5f78-4997-8ed2-c807bd939f96"},{"id":"occ_e44f3421bbbe86ee07a634a3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_72bda759-c8e0-4ab8-a734-f76c80adff0d","section_id":"sec_75fec76d-3598-48ab-a3fe-739693c6772c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"LLM自身がHBM controllerを操作して、","quote_start":0,"quote_end":26,"text_sha256":"35e51f8711466c38c551accb8b9f1e602381e6c61d595274ae506c95e0d29160","block_sha256":"35e51f8711466c38c551accb8b9f1e602381e6c61d595274ae506c95e0d29160","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_72bda759-c8e0-4ab8-a734-f76c80adff0d"},{"id":"occ_b24143cfc767b994e79a6be1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_7e7e3dfd-99b8-45b0-a7b6-552e0af6a070","section_id":"sec_8ab7891a-9b3d-4923-bf7f-fd671607dc38","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"### 図解｜AMDの大量HBMとOpen Scale-Up","quote_start":0,"quote_end":30,"text_sha256":"b8c69bb2f3b105ce2afb281e31ba20c572f8a717807f575390208a91518767a7","block_sha256":"b8c69bb2f3b105ce2afb281e31ba20c572f8a717807f575390208a91518767a7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_7e7e3dfd-99b8-45b0-a7b6-552e0af6a070"},{"id":"occ_10be7c87a0c9b4c0fba7685d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_7e87be31-6c1f-469d-bc5e-29739123e0c0","section_id":"sec_75fec76d-3598-48ab-a3fe-739693c6772c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"「これはHBM」「これはSSD」","quote_start":0,"quote_end":16,"text_sha256":"5085d22b63cd8e3a53950d18ae5cdf226f9cb000781cef5360e12d45e1c27df6","block_sha256":"5085d22b63cd8e3a53950d18ae5cdf226f9cb000781cef5360e12d45e1c27df6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_7e87be31-6c1f-469d-bc5e-29739123e0c0"},{"id":"occ_d1b594e916908f324594c00d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_84a88f9a-e6e2-4974-ab76-0d5e00eac463","section_id":"sec_145d6137-f095-480b-a0ce-a3e6f9259eb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"将来\nGPU + 96GB Local HBM\n      +\n2TB Pooled DRAM/HBF\n      +\nSSD","quote_start":0,"quote_end":63,"text_sha256":"50e93b8787e4140e76e84f8f303ae8fb8ddf97a393a60f3448380cfa96678b4b","block_sha256":"50e93b8787e4140e76e84f8f303ae8fb8ddf97a393a60f3448380cfa96678b4b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_84a88f9a-e6e2-4974-ab76-0d5e00eac463"},{"id":"occ_b1dd4b517eafafc4e0cf9bc4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_8802cbdd-1389-49ab-b577-551f0277f5b0","section_id":"sec_6cb19dda-fcda-4d8b-93f3-c16c25b3c2b2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## 27．AMDは「大量HBM＋Open Scale-Up」という戦略","quote_start":0,"quote_end":36,"text_sha256":"d5ac10e7ffe0d2cdc73a089b9ba6f881559955e5db716d74733924506968d013","block_sha256":"d5ac10e7ffe0d2cdc73a089b9ba6f881559955e5db716d74733924506968d013","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_8802cbdd-1389-49ab-b577-551f0277f5b0"},{"id":"occ_7d1aaa2cb5f1493d9decdf33","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_8a2c10d3-b44f-485c-88a8-14a13d957ae3","section_id":"sec_75fec76d-3598-48ab-a3fe-739693c6772c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"現在使っているKVはHBM、","quote_start":0,"quote_end":14,"text_sha256":"009872c98cee1001c027c4cab1fff88fbaa02093c026dbdb1c53014ae15a981a","block_sha256":"009872c98cee1001c027c4cab1fff88fbaa02093c026dbdb1c53014ae15a981a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_8a2c10d3-b44f-485c-88a8-14a13d957ae3"},{"id":"occ_beda14c256f99e471b2112f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_91c0e45e-bce2-4311-8c63-10f094ce3ac9","section_id":"sec_49841e30-4381-475d-9017-5abec85205b7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":49,"end":52,"exact":"HBM","quote":"| 層 | 観測対象 | 問うべきこと |\n| --- | --- | --- |\n| 物理 | HBM、DRAM、SSD、光Fabricの距離と帯域 | どの階層で待ち時間が発生するか |\n| モデル | MoE、KV cache、Expert/Memory Routing | 1 tokenごとに動","quote_start":0,"quote_end":152,"text_sha256":"30956935a978617df731cc549dfb91e8d89ce953b9b32671bc1371fc61b939d8","block_sha256":"30956935a978617df731cc549dfb91e8d89ce953b9b32671bc1371fc61b939d8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_91c0e45e-bce2-4311-8c63-10f094ce3ac9"},{"id":"occ_00c341af749943f1403aedf7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_942045fd-b54e-4d9d-876b-9bce84e33e07","section_id":"sec_145d6137-f095-480b-a0ce-a3e6f9259eb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"しかしHBMの最大の価値は容量ではなく、XPU直近で非常に高い帯域を供給できる点にある。","quote_start":0,"quote_end":44,"text_sha256":"f92455b46299fb1258a5b6ccda54b432db10dee58abdf1e9910115634a98f7ca","block_sha256":"f92455b46299fb1258a5b6ccda54b432db10dee58abdf1e9910115634a98f7ca","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_942045fd-b54e-4d9d-876b-9bce84e33e07"},{"id":"occ_a17d3632beede1020c865e1c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_9641b025-df62-48ce-b905-0fdc6ca292c8","section_id":"sec_8b702ce6-e310-4e31-8cdc-26610663173e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"# AIは「巨大GPU」から「巨大な記憶コンピュータ」へ――MoE・HBM・Optical Fabricが変える次世代AIインフラ","quote_start":0,"quote_end":65,"text_sha256":"80f924574404998ca78a16212654967c8ce887108e32ad0b5ce3372fb35ff827","block_sha256":"80f924574404998ca78a16212654967c8ce887108e32ad0b5ce3372fb35ff827","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_9641b025-df62-48ce-b905-0fdc6ca292c8"},{"id":"occ_b10fa7e2f5d7b5b752509e3b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_97e3fe12-e7c1-4dd5-a078-7a3457b7d923","section_id":"sec_145d6137-f095-480b-a0ce-a3e6f9259eb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"Optical pooled memoryが実用化すると、「HBMは不要になるのではないか」という疑問が出る。","quote_start":0,"quote_end":55,"text_sha256":"a667bc74b59d2cc834698ecb2eedaf502f0da7e5deb0df2624bc7e78b7cc7e79","block_sha256":"a667bc74b59d2cc834698ecb2eedaf502f0da7e5deb0df2624bc7e78b7cc7e79","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_97e3fe12-e7c1-4dd5-a078-7a3457b7d923"},{"id":"occ_d7fd12f04ac5d1aa3a9f7b70","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_a034cc2a-ec5c-4c67-8749-95a6ca963462","section_id":"sec_9ed6cccb-3a3d-41ca-9c57-4a1819350607","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"## 23．Googleはすでに「HBM＋Optical Fabric＋Compiler」の思想に近い","quote_start":0,"quote_end":51,"text_sha256":"d44215bdfa2229adc44ebb3ba3a1755605ee014daf1896b1c6ed20b6e8a28e98","block_sha256":"d44215bdfa2229adc44ebb3ba3a1755605ee014daf1896b1c6ed20b6e8a28e98","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_a034cc2a-ec5c-4c67-8749-95a6ca963462"},{"id":"occ_99445b3f45568033b69230ea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_a7a14cf8-74d7-4b60-8db6-3e75a15849bf","section_id":"sec_23303256-ec5b-41dc-b208-4e5d691ae234","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"SRAMとHBMは依然としてXPUのすぐ近くに必要であり、DRAM、HBF、SSDは距離と容量のtrade-offの中で配置される。","quote_start":0,"quote_end":66,"text_sha256":"46f06ffef94c0be727b7cce552c51bb62e4fe4b0c26e3ef15df7bfa8a83540cc","block_sha256":"46f06ffef94c0be727b7cce552c51bb62e4fe4b0c26e3ef15df7bfa8a83540cc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_a7a14cf8-74d7-4b60-8db6-3e75a15849bf"},{"id":"occ_c3997cb81d43107bf0d120cf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_aa0ab999-2288-4b45-9f4b-d829575dd7a9","section_id":"sec_8ab7891a-9b3d-4923-bf7f-fd671607dc38","layer":"caption","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"![AMDの大量HBMとOpen Scale-Up 01](media/178bcf0004661c64aabc67ee5b116da09c039924652e2ce94b9b68a1833658d5.webp)","quote_start":0,"quote_end":106,"text_sha256":"2734ebb3f4063558743c19b63c38ed41ba3cac2359a48b3291ed856dd48e8865","block_sha256":"2734ebb3f4063558743c19b63c38ed41ba3cac2359a48b3291ed856dd48e8865","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_aa0ab999-2288-4b45-9f4b-d829575dd7a9"},{"id":"occ_ac85aab32835e42ab8152d0f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_abbcb668-af32-467c-a011-90a1c5a2865e","section_id":"sec_0f33e91a-2860-44d7-beeb-865979f4ac85","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、DRAM、HBF、SSDによって「今必要な情報」と「後で必要になる情報」を分離する。","quote_start":0,"quote_end":46,"text_sha256":"bcbf02167d5e28b3ee8b56833cb2c3ec076a9d5e084d3d1e8d3b9d6390c3d861","block_sha256":"bcbf02167d5e28b3ee8b56833cb2c3ec076a9d5e084d3d1e8d3b9d6390c3d861","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_abbcb668-af32-467c-a011-90a1c5a2865e"},{"id":"occ_d0aa9a6b50f191814a434b3e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_b04a48ac-a3ab-476f-bdf9-43b44219157d","section_id":"sec_84346931-0010-4b55-a814-25c460db98f2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":99,"end":102,"exact":"HBM","quote":"生産しており、2028年には14-reticle規模、約10個の大型compute dieと20 stackのHBMを統合可能なCoWoSを計画している。2029年にはさらに14-reticleを超えるCoWoSと40-reticle級SoW-Xへ進む予定だ。 (TSMC)","quote_start":44,"quote_end":181,"text_sha256":"d91651c12846b7737b3d38ea4ab83a0e54ac128625067ac24d02bc5fa2ef33b2","block_sha256":"d91651c12846b7737b3d38ea4ab83a0e54ac128625067ac24d02bc5fa2ef33b2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_b04a48ac-a3ab-476f-bdf9-43b44219157d"},{"id":"occ_a1343de44b0e596de61630b1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_b236360b-ba54-4ee0-bd40-ee65678d0505","section_id":"sec_3908d1e1-2767-4740-9675-47b80bc14d1a","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":86,"end":89,"exact":"HBM","quote":"--- | --- |\n| Total Parameters | モデル全体のweight量 | モデル容量、HBM/DRAM/Storage |\n| Active Parameters | 1 tokenで実際に動くweight | 演算量、推論コスト |\n| Total / Active | 疎性の度合い | ","quote_start":31,"quote_end":189,"text_sha256":"74ccf62c6b203cb22a205ec0bcc76b3d7551931cb1a2bf8f4aa627d94ebad026","block_sha256":"74ccf62c6b203cb22a205ec0bcc76b3d7551931cb1a2bf8f4aa627d94ebad026","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_b236360b-ba54-4ee0-bd40-ee65678d0505"},{"id":"occ_63bec6de3c0c35730f07e9b0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_c5079934-6c96-482a-9f58-711ad1872262","section_id":"sec_4b544497-a01b-4492-897e-3553bc6f35c5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":34,"end":37,"exact":"HBM","quote":"Dynamo KVBMを見ると、software側ではすでにGPU HBMだけをmemoryと考えず、CPU DRAM、remote memory、SSD、object storageまで階層化している。 (NVIDIA Docs)","quote_start":0,"quote_end":116,"text_sha256":"42d1725b7ad31050d6a88d1817e94eaeb2ed2d8c4a77522f66f0ccb8e884dd5f","block_sha256":"42d1725b7ad31050d6a88d1817e94eaeb2ed2d8c4a77522f66f0ccb8e884dd5f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_c5079934-6c96-482a-9f58-711ad1872262"},{"id":"occ_7f7d74ac2bb6d47d3f7382ef","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_c71bca01-5c6a-4ace-bac2-6af7af878a94","section_id":"sec_891a3600-624f-435e-83a2-1c2abab7fb99","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"### 図解｜HBMの作業記憶化","quote_start":0,"quote_end":16,"text_sha256":"49d7e8cb1e50ac1e35800699349caec67a206b317aefb6b4cd49f671c10113d9","block_sha256":"49d7e8cb1e50ac1e35800699349caec67a206b317aefb6b4cd49f671c10113d9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_c71bca01-5c6a-4ace-bac2-6af7af878a94"},{"id":"occ_1499e86dc0ede1decb3ff9dc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_d75bf771-eae6-4fe7-b341-1e5224d29951","section_id":"sec_145d6137-f095-480b-a0ce-a3e6f9259eb6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":47,"end":50,"exact":"HBM","quote":"Remote DRAMを何TB用意しても、GPUから数mm～数cmの場所で多数TB/sを出せるHBMと同じものにはならない。","quote_start":0,"quote_end":62,"text_sha256":"a0a89e7a48410a3fb0748ad2562ce070bb307d02d7d71601fc068bdad0ecf00d","block_sha256":"a0a89e7a48410a3fb0748ad2562ce070bb307d02d7d71601fc068bdad0ecf00d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_d75bf771-eae6-4fe7-b341-1e5224d29951"},{"id":"occ_cb4b5b27c3c6a25c1d6d6b53","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_d7b40511-0900-4e09-841c-0a6787d9821e","section_id":"sec_1cbc747e-36bb-4532-8f35-abd847683458","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"したがってRemote MemoryをLocal HBMと同じlatencyにすることは原理的に難しい。","quote_start":0,"quote_end":52,"text_sha256":"ea024a6506b4b60f0046a810c2e0e177dfb6dea40fb2c4d43a188a8c9c0c6f35","block_sha256":"ea024a6506b4b60f0046a810c2e0e177dfb6dea40fb2c4d43a188a8c9c0c6f35","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_d7b40511-0900-4e09-841c-0a6787d9821e"},{"id":"occ_017dc52dbf20734b034b13dc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_e07d5d48-8957-457b-a8f1-f5d6055ce7d5","section_id":"sec_0fa06708-c1c4-42c6-a4e7-65b5b75cb6a8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"演算器を増やせば、それに比例してHBMから読み込まなければならないweight、activation、KV cacheも増える。XPU間通信量も増え、必要な電力も増える。","quote_start":0,"quote_end":85,"text_sha256":"d90dc140f1e90ef606e58c1ce832ef9a53ef1a1217680a32430c35913641e5fc","block_sha256":"d90dc140f1e90ef606e58c1ce832ef9a53ef1a1217680a32430c35913641e5fc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_e07d5d48-8957-457b-a8f1-f5d6055ce7d5"},{"id":"occ_5ade7a0987b1f26eeed60be4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_e35d83cc-b537-4d9d-b167-7f70d9ad8d6a","section_id":"sec_84346931-0010-4b55-a814-25c460db98f2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":53,"end":56,"exact":"HBM","quote":"一つの巨大monolithic dieにすべてを詰め込む代わりに、compute die、I/O die、HBM、cacheなどを複数のchipletに分割し、非常に高密度なpackage内配線で一つのprocessorとして動かす。","quote_start":0,"quote_end":117,"text_sha256":"ba35021020e7d8503e174db55a1665c6f14db2df5aae7229fd870f6676935706","block_sha256":"ba35021020e7d8503e174db55a1665c6f14db2df5aae7229fd870f6676935706","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_e35d83cc-b537-4d9d-b167-7f70d9ad8d6a"},{"id":"occ_a0f373fe9383e8471fe54838","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_e90aa270-2e78-40de-93d1-f612fa3d6c59","section_id":"sec_1432ac80-5e56-4953-945c-2ac333ea5d1e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを巨大化しても別GPUのExpertが必要ならnetworkを待つ。","quote_start":0,"quote_end":37,"text_sha256":"affb29916db4e04e3bc8c4c826a379e717f82deacd8c23ca72b3d602f487146f","block_sha256":"affb29916db4e04e3bc8c4c826a379e717f82deacd8c23ca72b3d602f487146f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_e90aa270-2e78-40de-93d1-f612fa3d6c59"},{"id":"occ_db9bd72e7050e16bc85982f5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_f7f1c35d-fbda-48ce-a641-b01ccdeb41dc","section_id":"sec_85fec441-cd4b-4115-b3f4-20b32e9ef812","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"Parameter ↑GPU FLOPS ↑HBM ↑","quote_start":0,"quote_end":27,"text_sha256":"0e368a7d31697fc6f903da0f11ca27f8fd333ebac446507273b0873e3344bc92","block_sha256":"0e368a7d31697fc6f903da0f11ca27f8fd333ebac446507273b0873e3344bc92","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_f7f1c35d-fbda-48ce-a641-b01ccdeb41dc"},{"id":"occ_dbe54ba7bd475d21d3d8ed7d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_f9332c1f-665c-4665-9ae1-91dfa2bc0a1e","section_id":"sec_891a3600-624f-435e-83a2-1c2abab7fb99","layer":"caption","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"![HBMの作業記憶化 01](media/0cf4df0e47734671701bc29e1ec2d66efbd21c386d30b95194e639cb5268d75f.webp)","quote_start":0,"quote_end":92,"text_sha256":"16d69d5e9d0b39ca454926fe97bfd99ee86818ab604c4569b9067354cfe63a4f","block_sha256":"16d69d5e9d0b39ca454926fe97bfd99ee86818ab604c4569b9067354cfe63a4f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_f9332c1f-665c-4665-9ae1-91dfa2bc0a1e"},{"id":"occ_8d5c9139facff52fc8748e59","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f","block_id":"blk_fea32c00-b46b-4393-9a75-8260cf3b0c3d","section_id":"sec_21689909-c8af-41f1-a430-e754fb3520b9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"Cold\nSSD\n ↓\n予測Prefetch\n ↓\nDRAM\n ↓\nさらに必要になりそう\n ↓\nHBM","quote_start":0,"quote_end":51,"text_sha256":"ee255e4cac5fdd9909f91268c038ada3ae7e9a2eb95fd5f6b823063ee66f079c","block_sha256":"ee255e4cac5fdd9909f91268c038ada3ae7e9a2eb95fd5f6b823063ee66f079c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5/#blk_fea32c00-b46b-4393-9a75-8260cf3b0c3d"},{"id":"occ_afa4995d1ac50926c30c592e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ca87695f-4cf9-40a1-bc61-6a123a71ffe6","work_id":"wrk_92c272f3-ada3-4a0c-815e-d33c175ffbe0","block_id":"blk_936a13b7-f276-464f-b1b3-a9f6ad4baa7d","section_id":"sec_2e3d3f4d-e8aa-4b7e-9d63-28a5c23da85c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"最先端モデルの訓練と推論には、巨額のデータセンター投資が必要である。  \nGPU、ASIC、HBM、ネットワーク、冷却、電力、土地、送電、研究者、セキュリティ評価。  \nこれらのコストは膨大である。","quote_start":0,"quote_end":99,"text_sha256":"3e825dcee6ffefc8eef8d4487af1649c2250d07515a7b9316250916753a57371","block_sha256":"3e825dcee6ffefc8eef8d4487af1649c2250d07515a7b9316250916753a57371","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ca87695f-4cf9-40a1-bc61-6a123a71ffe6/#blk_936a13b7-f276-464f-b1b3-a9f6ad4baa7d"},{"id":"occ_bac914acc4c2a1e86e65acd1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ca87695f-4cf9-40a1-bc61-6a123a71ffe6","work_id":"wrk_92c272f3-ada3-4a0c-815e-d33c175ffbe0","block_id":"blk_bee55599-6e15-4623-8249-440380978e6c","section_id":"sec_a8ad0b2e-ae87-45c4-9e26-a16b79b13e93","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"これまで米国のAI規制は、主にGPU、HBM、製造装置、先端半導体、データセンターなど、AIを作るための物理層に向いていた。だが今回は違う。完成したモデルの利用権そのものが制限された。","quote_start":0,"quote_end":92,"text_sha256":"366f6ac53ff1fbdecf0ef670c2ca7d28984e3a48cd9268d8b7de59a8a29cda33","block_sha256":"366f6ac53ff1fbdecf0ef670c2ca7d28984e3a48cd9268d8b7de59a8a29cda33","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ca87695f-4cf9-40a1-bc61-6a123a71ffe6/#blk_bee55599-6e15-4623-8249-440380978e6c"},{"id":"occ_a0d81d7ac9b8fe8c0b26b0d6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","work_id":"wrk_c758193e-1b38-456f-813c-ec485338d79a","block_id":"blk_9c942192-39b7-4ff5-93ec-8265e48c24ea","section_id":"sec_62fc3168-606d-4cda-96b6-6d1bf17a4c0e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"- 大型チップレットとインターポーザーの接続\n- HBMとインターポーザーの接続\n- コスト重視の3D積層\n- 異なるダイサイズの比較的粗い接続\n- 接合面の高さが必要な構造","quote_start":0,"quote_end":87,"text_sha256":"389a2b0df88dc8f0ae7a94c193d13db5a5f0d9918fd45f1f3e494c69b783a70e","block_sha256":"389a2b0df88dc8f0ae7a94c193d13db5a5f0d9918fd45f1f3e494c69b783a70e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30/#blk_9c942192-39b7-4ff5-93ec-8265e48c24ea"},{"id":"occ_49db583fbf6bdb3d61954831","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","work_id":"wrk_c758193e-1b38-456f-813c-ec485338d79a","block_id":"blk_b0e3c2ff-d6f4-4ffd-8240-d915aba73ac5","section_id":"sec_0db2162e-4a79-430f-859e-52bb6f097e8e","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":330,"end":333,"exact":"HBM","quote":"が厳しい |\n| アンダーフィル | 通常必要 | 接合界面には基本的に不要 |\n| 主な用途 | 2.5D、HBM、従来型3D積層 | 高密度3Dロジック、メモリー積層 |\n```","quote_start":275,"quote_end":366,"text_sha256":"44ec36a994cb07294ce1e683e4ac6f0f975f67a7cfe99f34a7553a9ee595ca2a","block_sha256":"44ec36a994cb07294ce1e683e4ac6f0f975f67a7cfe99f34a7553a9ee595ca2a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30/#blk_b0e3c2ff-d6f4-4ffd-8240-d915aba73ac5"},{"id":"occ_495685641b09418444a35822","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","work_id":"wrk_c758193e-1b38-456f-813c-ec485338d79a","block_id":"blk_ccd53baa-f99c-497a-bf7a-9c83c7ff8fc0","section_id":"sec_cc3ce903-ad13-4968-8975-07f6c073f437","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":91,"end":94,"exact":"HBM","quote":"っき、CMP、Via-first・Via-middle・Via-last、Keep-Out Zone、熱応力、HBMでの利用まで詳しく見ていく。","quote_start":36,"quote_end":108,"text_sha256":"5e41673d74fbf7cf9b0087ac807f3ca49bcc326b0c4f026dd25a77b6db692642","block_sha256":"5e41673d74fbf7cf9b0087ac807f3ca49bcc326b0c4f026dd25a77b6db692642","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30/#blk_ccd53baa-f99c-497a-bf7a-9c83c7ff8fc0"},{"id":"occ_2ed638be854256d1747aa6c0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_0ed22c27-0023-46ad-ab28-ed8932827da3","section_id":"sec_be06cc9b-1b8b-49ce-8d72-7679d0dc3aa0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_0ed22c27-0023-46ad-ab28-ed8932827da3"},{"id":"occ_66ba834163ec86092febfaab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_13f0ba6c-c2e5-4e2b-ba29-f08c9582510b","section_id":"sec_2762dcea-7d58-43fe-a2dd-fa756ebfd3b0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"Tensor Core\n     ↓\n    SRAM\n     ↓\n Local HBM","quote_start":0,"quote_end":45,"text_sha256":"8bd50540ae2809ccf6b1e5ccc93ac894c15cb431f64ab0c80090ebc63b2fceba","block_sha256":"8bd50540ae2809ccf6b1e5ccc93ac894c15cb431f64ab0c80090ebc63b2fceba","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_13f0ba6c-c2e5-4e2b-ba29-f08c9582510b"},{"id":"occ_2b72222230b5e51b0c904dc4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_1acde5c4-86cf-439f-ae1e-c1cb3411a7a0","section_id":"sec_1bcb0bc6-1f64-4c82-a50b-cd595957711d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"Compute\nSRAM\nHBM","quote_start":0,"quote_end":16,"text_sha256":"c9e97b62015ca60c472ce82f198a7d6f7c9b97ed8a388059774f0d515ff98937","block_sha256":"c9e97b62015ca60c472ce82f198a7d6f7c9b97ed8a388059774f0d515ff98937","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_1acde5c4-86cf-439f-ae1e-c1cb3411a7a0"},{"id":"occ_3c2b741d935fae80c042662b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_1d0c565f-3b7c-484e-91aa-b84b6f67f885","section_id":"sec_ae11c090-c95e-4bca-a9e6-c3281c141550","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"多数のXPU/HBMに分散してresidentしているExpert群をlogicalに一つのpoolとして扱うarchitecture","quote_start":0,"quote_end":67,"text_sha256":"408e3179c4330bf0e0024da60e293167e09ac2cfad14c214a40aa902be4185d0","block_sha256":"408e3179c4330bf0e0024da60e293167e09ac2cfad14c214a40aa902be4185d0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_1d0c565f-3b7c-484e-91aa-b84b6f67f885"},{"id":"occ_2bff1dab6f39a9857f071bdf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_2064be5e-39bc-4d76-b8a2-4a78224fc926","section_id":"sec_716328d6-ec2c-4d49-9a0b-bcf86cdaed01","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"そこでLocal HBMは残る。","quote_start":0,"quote_end":16,"text_sha256":"c047553ee2b336a979568c904fa10083eeb76b52ab7e83464f84905c97e06c79","block_sha256":"c047553ee2b336a979568c904fa10083eeb76b52ab7e83464f84905c97e06c79","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_2064be5e-39bc-4d76-b8a2-4a78224fc926"},{"id":"occ_34a50746cdc88bf1ff1a5cab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_23293a67-e5f4-45d2-a5d7-10ae1e827ee7","section_id":"sec_1a66fffd-9c64-4115-9795-3554eae9049e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":79,"end":82,"exact":"HBM","quote":"を生産中で、2028年には14-reticle sizeへ拡大し、約10個の大型compute dieと20 HBM stackを統合する計画を示している。","quote_start":24,"quote_end":102,"text_sha256":"9ae6a8b9639e9bf843a1f431461ec23b87395e280a6e7a7a9f7d25e1183a3c62","block_sha256":"9ae6a8b9639e9bf843a1f431461ec23b87395e280a6e7a7a9f7d25e1183a3c62","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_23293a67-e5f4-45d2-a5d7-10ae1e827ee7"},{"id":"occ_e991bfb902e7b491dc7d03f7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_25f4bfd6-fbeb-4b4b-b9b6-e14b04895363","section_id":"sec_2762dcea-7d58-43fe-a2dd-fa756ebfd3b0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"Local HBMの価値は「容量が大きいこと」だけではない。","quote_start":0,"quote_end":30,"text_sha256":"206a90adc532d899af122c6460aec4fa624d00ee6d6e5722e1d78f9a81ed82c1","block_sha256":"206a90adc532d899af122c6460aec4fa624d00ee6d6e5722e1d78f9a81ed82c1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_25f4bfd6-fbeb-4b4b-b9b6-e14b04895363"},{"id":"occ_a256ac78df89a5c127908f3d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_390863ef-1809-491b-b1cb-43e367bfece5","section_id":"sec_716328d6-ec2c-4d49-9a0b-bcf86cdaed01","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMだけでは容量costが高くなる。","quote_start":0,"quote_end":19,"text_sha256":"c5da67a04d86c08a5001e10803effeda971d5ca8d3ad5a83854595ca440740dd","block_sha256":"c5da67a04d86c08a5001e10803effeda971d5ca8d3ad5a83854595ca440740dd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_390863ef-1809-491b-b1cb-43e367bfece5"},{"id":"occ_cefb3ad2e13d934b535f4b52","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_42ef2877-919a-409e-9a16-9318b9288999","section_id":"sec_2762dcea-7d58-43fe-a2dd-fa756ebfd3b0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"までHBMに置く必要はない。","quote_start":0,"quote_end":14,"text_sha256":"a33623bbd0bf285771e21f9121a72837ee1eb456157d32373da1164e3550bfa9","block_sha256":"a33623bbd0bf285771e21f9121a72837ee1eb456157d32373da1164e3550bfa9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_42ef2877-919a-409e-9a16-9318b9288999"},{"id":"occ_961d5381dffa32175d83a823","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_43f1c0e0-9658-4f01-b54b-7cc6e5e79bbd","section_id":"sec_f2ddb219-b4cf-44e6-8499-2a3b4e3e332d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"weightがHBMから届かない。","quote_start":0,"quote_end":17,"text_sha256":"9d24ff2c679c1f3ba755b9cb732671ac3fe875420225c137d15430df36c4eca9","block_sha256":"9d24ff2c679c1f3ba755b9cb732671ac3fe875420225c137d15430df36c4eca9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_43f1c0e0-9658-4f01-b54b-7cc6e5e79bbd"},{"id":"occ_30eb5dcd5e5c32a64219f94d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_4eab5052-6ca3-4350-bd69-08c9d4a1b6ec","section_id":"sec_1a66fffd-9c64-4115-9795-3554eae9049e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_4eab5052-6ca3-4350-bd69-08c9d4a1b6ec"},{"id":"occ_ddedaab94afa02a73188c497","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_55a34fd3-59b5-46b1-80d0-074f9664387b","section_id":"sec_a11f23a6-701d-4f23-8ae0-e350dce36f79","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":47,"end":50,"exact":"HBM","quote":"結論から言えば、将来のAI Factoryは「すべてを光で接続した巨大なコンピュータ」にも、「HBMを無限に積み上げた巨大GPU」にもならない可能性が高い。","quote_start":0,"quote_end":78,"text_sha256":"0834d83f7d868d73c3a1d0d448f0472631654efe43b3a2152a0af73be21586fa","block_sha256":"0834d83f7d868d73c3a1d0d448f0472631654efe43b3a2152a0af73be21586fa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_55a34fd3-59b5-46b1-80d0-074f9664387b"},{"id":"occ_335b4a78309caab2c49b38cc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_57abc4c3-9ea7-4e4b-8503-2e9d0c389fb7","section_id":"sec_2762dcea-7d58-43fe-a2dd-fa756ebfd3b0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":37,"end":40,"exact":"HBM","quote":"Remote DRAMを数十TB用意できても、GPUのすぐ横から供給されるHBMと同じlatencyとbandwidthでrandom accessできるわけではない。","quote_start":0,"quote_end":84,"text_sha256":"24fb717ab15d16acf548f3fe24e401853d92d927033e23c906886d14e5099e3d","block_sha256":"24fb717ab15d16acf548f3fe24e401853d92d927033e23c906886d14e5099e3d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_57abc4c3-9ea7-4e4b-8503-2e9d0c389fb7"},{"id":"occ_9d95c2bb189b7b94299d3602","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_5aad23b2-86c5-4a7e-bcef-c9cce12beff1","section_id":"sec_a11f23a6-701d-4f23-8ae0-e350dce36f79","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"演算器の直近にはSRAMとHBMを残す。","quote_start":0,"quote_end":20,"text_sha256":"91c7a84635c49d9bdf47e9e102aea94c93d9e24d3d9511791835712fe7cff82c","block_sha256":"91c7a84635c49d9bdf47e9e102aea94c93d9e24d3d9511791835712fe7cff82c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_5aad23b2-86c5-4a7e-bcef-c9cce12beff1"},{"id":"occ_902f4d3c4c017796210c41c2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_6041ad80-5ac0-4685-84ec-e2eeeb0b5db3","section_id":"sec_a11f23a6-701d-4f23-8ae0-e350dce36f79","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"AI半導体の未来を考えるとき、「GPUは何倍速くなるのか」「HBMは何GBになるのか」「光通信は銅線を置き換えるのか」と個別に予想しても、全体像は見えにくい。","quote_start":0,"quote_end":79,"text_sha256":"e5f127a9336033d3807c4a66d7fce26c1f60038491c2a559bc19f4446a975c9a","block_sha256":"e5f127a9336033d3807c4a66d7fce26c1f60038491c2a559bc19f4446a975c9a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_6041ad80-5ac0-4685-84ec-e2eeeb0b5db3"},{"id":"occ_c52c4444d651f6dc6da39e66","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_6d79363c-5f9c-42e3-b283-54dfc4c4aea7","section_id":"sec_ad525e1d-f4de-44a5-bf8b-e200906d21e8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"何PBものHBM/DRAM、","quote_start":0,"quote_end":14,"text_sha256":"fecb9b371768dd99b7c4230df08ac2922248c7caf47eee70d067bce2469b6263","block_sha256":"fecb9b371768dd99b7c4230df08ac2922248c7caf47eee70d067bce2469b6263","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_6d79363c-5f9c-42e3-b283-54dfc4c4aea7"},{"id":"occ_942c9e9fdf7c3c33bfb88d0e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_7c7e5568-c3ec-469f-a992-63bc8e65808e","section_id":"sec_56e2b9bf-fa7f-4539-bebf-59fb28ea173a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"Local HBM","quote_start":0,"quote_end":9,"text_sha256":"1e1e94cb6412c66362bf9a7d96207fc413aad30fd450a0db2a9a1f4271a49319","block_sha256":"1e1e94cb6412c66362bf9a7d96207fc413aad30fd450a0db2a9a1f4271a49319","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_7c7e5568-c3ec-469f-a992-63bc8e65808e"},{"id":"occ_ad9f48d0e5bd1ee88571d115","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_7ec3cf64-b08c-42d3-ab2c-deb14b7805c3","section_id":"sec_6ec2b9d2-1a8f-4867-a0c5-b81e48e18f74","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"これだけでも、将来すべてのHBMをremote memoryへ置くarchitectureが不自然であることが分かる。","quote_start":0,"quote_end":59,"text_sha256":"090510c87db18931475f31f58e450b0360c42650e6b5231dc895f09b568f058d","block_sha256":"090510c87db18931475f31f58e450b0360c42650e6b5231dc895f09b568f058d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_7ec3cf64-b08c-42d3-ab2c-deb14b7805c3"},{"id":"occ_120f1a497b34e90fd0d790d6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_836018c2-c905-4de5-b6fe-05e398b948f7","section_id":"sec_ae11c090-c95e-4bca-a9e6-c3281c141550","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"現実的にはExpert weightはどこかのXPUのHBMにresidentさせる。","quote_start":0,"quote_end":43,"text_sha256":"5bacb58d26cadfca4d0c163d40baa67f36a4ffa52faa761f8facfa9875d0fd35","block_sha256":"5bacb58d26cadfca4d0c163d40baa67f36a4ffa52faa761f8facfa9875d0fd35","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_836018c2-c905-4de5-b6fe-05e398b948f7"},{"id":"occ_0d662e526770ba3b7153fc49","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_8c6d3370-3598-46a0-9a9a-5f72dc926f25","section_id":"sec_fbffeb69-6748-4716-9152-80b1e72b5059","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"「HBMかOptical Memoryか」","quote_start":0,"quote_end":21,"text_sha256":"8ea99503b0834150062ed90f245c64744b7d7886fc062ffbf66e70e49779ca01","block_sha256":"8ea99503b0834150062ed90f245c64744b7d7886fc062ffbf66e70e49779ca01","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_8c6d3370-3598-46a0-9a9a-5f72dc926f25"},{"id":"occ_7c92c414af777fb75e2e0ea5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_998fbf42-0719-43e4-8c77-9424f1716988","section_id":"sec_0544bb92-34b8-40e5-95c4-321e66f30f16","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMが工場の作業台。","quote_start":0,"quote_end":11,"text_sha256":"27efccecd2f6f71970f4230e6f21d4285a76132d4b18be60b7aae5cc813ec39d","block_sha256":"27efccecd2f6f71970f4230e6f21d4285a76132d4b18be60b7aae5cc813ec39d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_998fbf42-0719-43e4-8c77-9424f1716988"},{"id":"occ_94eb438a6a4756202613acdf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_9f1d7676-6847-4881-b8c1-80c8a2b1d330","section_id":"sec_be2f11be-4369-47fa-add2-82e693fc0ae4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":"le Ironwoodも最大9,216 TPUをICI、Optical Circuit Switch、DCN、HBM、XLAまで含むholistic systemとして設計している。 (Google Cloud)","quote_start":4,"quote_end":110,"text_sha256":"f2e64d9eccd8c1229b9e0232cb0815550b58fc3680efc84acc16a534435cca9f","block_sha256":"f2e64d9eccd8c1229b9e0232cb0815550b58fc3680efc84acc16a534435cca9f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_9f1d7676-6847-4881-b8c1-80c8a2b1d330"},{"id":"occ_e4d667412d24764d6c6fb39a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_ac457184-32ef-4252-9a61-769df605df3f","section_id":"sec_9bc4ffcf-6671-486d-916a-2374504b042a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"Register\n    ↓\nOn-chip SRAM\n    ↓\nLocal HBM\n    ↓\nNearby / Pooled DRAM\n    ↓\nLarge Context / KV Tier\n    ↓\nNVMe SSD\n    ↓\nObject Storage","quote_start":0,"quote_end":136,"text_sha256":"246d4abe3dc064d48059db248de64ebdf0a1168b73f6423f7590f353874613f7","block_sha256":"246d4abe3dc064d48059db248de64ebdf0a1168b73f6423f7590f353874613f7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_ac457184-32ef-4252-9a61-769df605df3f"},{"id":"occ_fd51c845c49d6b71cce583aa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_b4e5d89a-411f-469d-8488-63c9ebab9b80","section_id":"sec_2762dcea-7d58-43fe-a2dd-fa756ebfd3b0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"変化するのはHBMの役割である。","quote_start":0,"quote_end":16,"text_sha256":"07be1f56c88e98a866f4758d918f896018e8365ebd0a4bad63f4f9561ab5d31b","block_sha256":"07be1f56c88e98a866f4758d918f896018e8365ebd0a4bad63f4f9561ab5d31b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_b4e5d89a-411f-469d-8488-63c9ebab9b80"},{"id":"occ_5901f1d8f103a329f3497b73","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_bff2dd8e-0a7e-4995-acaf-c0fccfb0be5a","section_id":"sec_fbffeb69-6748-4716-9152-80b1e72b5059","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"Expertは使用するXPUのHBMへresidentさせる。","quote_start":0,"quote_end":31,"text_sha256":"f1aa3da5c0327448b9f862752296b52a3a9dc22e1c6075da51d211533a0f83d3","block_sha256":"f1aa3da5c0327448b9f862752296b52a3a9dc22e1c6075da51d211533a0f83d3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_bff2dd8e-0a7e-4995-acaf-c0fccfb0be5a"},{"id":"occ_da3c65e20decc0299981307d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_c8ab7836-700a-4fce-98c1-52c463c1ae61","section_id":"sec_a4251fda-1e08-4105-b8f4-c3db35786593","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMから追い出したKVを低速memoryへ置き、必要なら戻す","quote_start":0,"quote_end":31,"text_sha256":"77a58fa01e8fdf99d65abc170ba0fca7cb9878765ff03ebb05397cf6b35e9974","block_sha256":"77a58fa01e8fdf99d65abc170ba0fca7cb9878765ff03ebb05397cf6b35e9974","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_c8ab7836-700a-4fce-98c1-52c463c1ae61"},{"id":"occ_6f1cddf736cbd4542ee2499b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_cf56a5d0-5775-4e04-8955-817b7704d453","section_id":"sec_fbffeb69-6748-4716-9152-80b1e72b5059","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは何GBあるのか","quote_start":0,"quote_end":11,"text_sha256":"13ba4d0ac9479c6585c8329d42d4a14a589d05c257a224072f0e6630084b76c7","block_sha256":"13ba4d0ac9479c6585c8329d42d4a14a589d05c257a224072f0e6630084b76c7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_cf56a5d0-5775-4e04-8955-817b7704d453"},{"id":"occ_43ee663ed3c3417e27f928f3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_d11dead6-0c49-48f1-8eb0-aad6de95608a","section_id":"sec_be2f11be-4369-47fa-add2-82e693fc0ae4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、","quote_start":0,"quote_end":4,"text_sha256":"8369809bc2edf5b9ce467650d59ddc3db3990ba16efdc348c181e5c50041b24c","block_sha256":"8369809bc2edf5b9ce467650d59ddc3db3990ba16efdc348c181e5c50041b24c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_d11dead6-0c49-48f1-8eb0-aad6de95608a"},{"id":"occ_5caec0082952179f1a386234","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_d3b7dd63-6527-4345-ab98-9990c6f6ee36","section_id":"sec_8e9ee249-1e08-407d-84c0-30ebd0f9a016","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":71,"end":74,"exact":"HBM","quote":"rid memoryを使ったKV reuseの実機研究も進んでおり、TB級context stateをGPU HBMだけで保持しない方向そのものはかなり明確になっている。 (arXiv)","quote_start":16,"quote_end":109,"text_sha256":"3ab7ae9c6efcdca1af990376f2e04881cba1d8a91537e04170fc3bc3b4aafb6d","block_sha256":"3ab7ae9c6efcdca1af990376f2e04881cba1d8a91537e04170fc3bc3b4aafb6d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_d3b7dd63-6527-4345-ab98-9990c6f6ee36"},{"id":"occ_85e4d268a29282df012c2268","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_d92ca89a-e49f-4a1e-acbb-d29651ca95ba","section_id":"sec_be06cc9b-1b8b-49ce-8d72-7679d0dc3aa0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM failure","quote_start":0,"quote_end":11,"text_sha256":"207fc71e3b62aa91d4595d0b8180e4553b5376893f330e12edbcc9790f4889a2","block_sha256":"207fc71e3b62aa91d4595d0b8180e4553b5376893f330e12edbcc9790f4889a2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_d92ca89a-e49f-4a1e-acbb-d29651ca95ba"},{"id":"occ_3046f06abd4d33d6a4084041","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_e3218b59-e2da-4098-a480-422390dbefef","section_id":"sec_d32def16-bc77-41fb-9f0a-dcf7703e20f7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"free HBM","quote_start":0,"quote_end":8,"text_sha256":"1593519b37eff3bf2ccd5a191678733ef1ca535d868abbe873903df7e64f70d2","block_sha256":"1593519b37eff3bf2ccd5a191678733ef1ca535d868abbe873903df7e64f70d2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_e3218b59-e2da-4098-a480-422390dbefef"},{"id":"occ_f1529c87203d697d67b142a2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_e357ece7-f41d-40fa-b0d9-5e35fd3c1201","section_id":"sec_92a226ef-f9cc-443f-aca1-9db4db927859","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":726,"end":729,"exact":"HBM","quote":"         │                               │\n      Local HBM                       Local HBM\n   Active Experts                    Active KV\n           └────────","quote_start":671,"quote_end":829,"text_sha256":"f3bf015a26184885cd44431b1c2049c53b1c1f84d1fe7ceeaa843cd3189d4684","block_sha256":"f3bf015a26184885cd44431b1c2049c53b1c1f84d1fe7ceeaa843cd3189d4684","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_e357ece7-f41d-40fa-b0d9-5e35fd3c1201"},{"id":"occ_499d7f391e2149ee8290d9ab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_ecd707d0-88be-4c4a-9988-30c39f0832ac","section_id":"sec_2762dcea-7d58-43fe-a2dd-fa756ebfd3b0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"## Local HBMが残る理由","quote_start":0,"quote_end":17,"text_sha256":"c3f63debec90699bfa45e88304c646c5bcf7f87fe224dc08347ab114f6309251","block_sha256":"c3f63debec90699bfa45e88304c646c5bcf7f87fe224dc08347ab114f6309251","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_ecd707d0-88be-4c4a-9988-30c39f0832ac"},{"id":"occ_e8365c2c0683a9023267b298","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc","block_id":"blk_f0a77721-0373-465c-99cc-dd5350944ce6","section_id":"sec_fbffeb69-6748-4716-9152-80b1e72b5059","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"そのためHot DataはLocal HBMへ置く。","quote_start":0,"quote_end":26,"text_sha256":"da53620cc8223a4eb8570e207a69abe231e415b69ae4eb81d3d233ee25a5aa80","block_sha256":"da53620cc8223a4eb8570e207a69abe231e415b69ae4eb81d3d233ee25a5aa80","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04/#blk_f0a77721-0373-465c-99cc-dd5350944ce6"},{"id":"occ_b2a4e564af02ed460c23840e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_15ac9413-bf94-4809-8f22-d9d30c62fe1e","section_id":"sec_c52171b2-246d-4aa9-a7df-d196ad9f6489","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"SK hynix、Samsung、Micron系供給網が、HBM、DRAM、NANDを支える。","quote_start":0,"quote_end":47,"text_sha256":"f2dd6836e70a5f83ee46ed066b92da4942855c61529cbc11bb9ec0f6da0dde0d","block_sha256":"f2dd6836e70a5f83ee46ed066b92da4942855c61529cbc11bb9ec0f6da0dde0d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_15ac9413-bf94-4809-8f22-d9d30c62fe1e"},{"id":"occ_bc3e2602c9e8e44876fffd90","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_1c13cc83-c0e8-4a2b-b7d1-e74a4b55fa33","section_id":"sec_2ed0e0d0-fb11-4e8a-a324-e4bcb2c9a836","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"- TSMCの先端ウェハー\n- HBM\n- 先端パッケージ\n- ABF基板\n- 高多層PCB\n- 光レーザー\n- トランシーバー\n- 液冷\n- 変圧器\n- 発電・送電設備","quote_start":0,"quote_end":85,"text_sha256":"9e5e9d148993f79d5b33b429a13b350a3b19053dd81f6e1d1d9c54ea07ecfe94","block_sha256":"9e5e9d148993f79d5b33b429a13b350a3b19053dd81f6e1d1d9c54ea07ecfe94","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_1c13cc83-c0e8-4a2b-b7d1-e74a4b55fa33"},{"id":"occ_5e1da1919a9a9cb19c1c0f61","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_37fedc9f-608d-476f-8231-147187f55a8c","section_id":"sec_4d220cf5-03c2-4b80-96f4-894bd6240843","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"**ウェハー、HBM、パッケージ、電力を含めた総原価を下げる必要がある。**","quote_start":0,"quote_end":38,"text_sha256":"892bf04b109cde1e790800f482a04b3674ac018bbe076c947b7aac8d46b702d5","block_sha256":"892bf04b109cde1e790800f482a04b3674ac018bbe076c947b7aac8d46b702d5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_37fedc9f-608d-476f-8231-147187f55a8c"},{"id":"occ_c8ce504734a136acb5ef2b95","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_3d64169f-e5e5-4540-a3df-ed000a7b8fbd","section_id":"sec_30c2bd2c-2785-410d-915d-20e44c3e9c70","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"TSMC、HBM、ABF、光通信、ODM、電力、クラウド、主権AI案件を先回りして同期させ、世界のAIファクトリー建設をNVIDIAの更新サイクルへ組み込むことである。","quote_start":0,"quote_end":84,"text_sha256":"89afb017211156221f3b6df0bc47126a3c2bdf4944d4b862ca5d53985acfa597","block_sha256":"89afb017211156221f3b6df0bc47126a3c2bdf4944d4b862ca5d53985acfa597","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_3d64169f-e5e5-4540-a3df-ed000a7b8fbd"},{"id":"occ_18b31905d28f7facc8ba751f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_42a4b079-81f3-4a68-9bfa-1db00477255e","section_id":"sec_3efb767a-4b70-4d0e-80c9-3e3377aa04f1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"1. 中国国内でNVIDIA依存を下げる\n2. Ascendと中国モデルを共同最適化する\n3. HBM・パッケージを国産化する\n4. CANNの移植費と運用費を下げる\n5. 通信会社を海外AIDCの初期顧客にする\n6. 電力・融資・保守を一括提供する\n7. 価格敏感な主権AI市場へ大量輸出する","quote_start":0,"quote_end":147,"text_sha256":"da91d1864872b28c93b96fc321cba0b1a37c5faaa6f6f43ee1cd492c89a033c3","block_sha256":"da91d1864872b28c93b96fc321cba0b1a37c5faaa6f6f43ee1cd492c89a033c3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_42a4b079-81f3-4a68-9bfa-1db00477255e"},{"id":"occ_910c9b0c03ca4a1a61437317","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_45e3fb0d-59c5-4171-92c0-eed02570ca2b","section_id":"sec_a887b62a-1875-4112-b1f1-9ab81d817136","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBM\n- CPU用DDR・LPDDR\n- KVキャッシュ用DRAM\n- eSSD\n- NAND\n- ネットワークバッファ","quote_start":0,"quote_end":63,"text_sha256":"a758c539df0e81c70289cf1b4dd02e3bfa8db91f478f4eaaac2b71696008b375","block_sha256":"a758c539df0e81c70289cf1b4dd02e3bfa8db91f478f4eaaac2b71696008b375","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_45e3fb0d-59c5-4171-92c0-eed02570ca2b"},{"id":"occ_e514b80e2eba7f90ebd5bbe7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_7bf0962b-d25a-4895-8fe3-286891b32fb0","section_id":"sec_a12a0674-9dc8-4406-90cc-39dc8a0dfe51","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"- 十分なAscend供給\n- 国産HBM・DRAM\n- 安定した先端パッケージ\n- CANNとvLLM-Ascendの成熟\n- 低価格な電力・冷却設備\n- 融資と保守","quote_start":0,"quote_end":84,"text_sha256":"c8d1e0bb071296e2a30a99dc35c64146c8d8eb20500b5e66feb94558ac356bcf","block_sha256":"c8d1e0bb071296e2a30a99dc35c64146c8d8eb20500b5e66feb94558ac356bcf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_7bf0962b-d25a-4895-8fe3-286891b32fb0"},{"id":"occ_e1b979c7188c757bc8e471d8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_9610a45a-6290-4033-8c58-697fe5ac62b2","section_id":"sec_2ed0e0d0-fb11-4e8a-a324-e4bcb2c9a836","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":65,"end":68,"exact":"HBM","quote":"、Broadcom型ASIC、AMD GPU、NVIDIA GPUは競合製品だが、物理供給網では同じTSMC、HBM、パッケージ、基板へ依存する。","quote_start":10,"quote_end":83,"text_sha256":"1aba1be387e27012afbc4ee25fc4f40ebb7ff78f5307e35b97c4b493cef560f0","block_sha256":"1aba1be387e27012afbc4ee25fc4f40ebb7ff78f5307e35b97c4b493cef560f0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_9610a45a-6290-4033-8c58-697fe5ac62b2"},{"id":"occ_51c79d944ee0f2b9843da0d0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_9868cadb-987a-48f2-8a43-e34f232c2c27","section_id":"sec_3efb767a-4b70-4d0e-80c9-3e3377aa04f1","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":194,"end":197,"exact":"HBM","quote":"販路** | 世界最大のクラウド網 | 通信会社・政府との既存関係 |\n| **供給網の強み** | EUV・HBM・先端パッケージが強い | 建設・電力・量産・融資が強い |\n| **性能・コスト** | 高性能・高効率 | 十分な性能・低価格 |\n| **提供形態** | 開発者エコシステム | ターンキー国家","quote_start":139,"quote_end":297,"text_sha256":"fbd93893edb76a92bccd4fa2471413dce95056448c7ea876c5b10105ef0ad9cd","block_sha256":"fbd93893edb76a92bccd4fa2471413dce95056448c7ea876c5b10105ef0ad9cd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_9868cadb-987a-48f2-8a43-e34f232c2c27"},{"id":"occ_26778dea732d9062e3581027","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_a9e02931-74fe-4f93-bc1d-ed3af5066adc","section_id":"sec_a887b62a-1875-4112-b1f1-9ab81d817136","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMとメモリが最大の制約になり得る","quote_start":0,"quote_end":21,"text_sha256":"ec01dfff4f312766d573b881b215335382f04e6e287cec098c2b894e4f0f3429","block_sha256":"ec01dfff4f312766d573b881b215335382f04e6e287cec098c2b894e4f0f3429","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_a9e02931-74fe-4f93-bc1d-ed3af5066adc"},{"id":"occ_5fc5ca01c206228f26a6605a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_b3806cc2-1105-4b5f-b01e-5288f3543d27","section_id":"sec_3efb767a-4b70-4d0e-80c9-3e3377aa04f1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":134,"end":137,"exact":"HBM","quote":"U、カスタムASICを共存させる\n4. Intel、Rapidus、Samsungなどで製造源を増やす\n5. HBM、ABF、光、電力設備を増産する\n6. AI自律工場を完成させる\n7. 開発者と大学教育を先に固定する","quote_start":79,"quote_end":188,"text_sha256":"e65110d0ed42a4eba7da08c9b6c9077868245891d54e127e12920fdc78fd6419","block_sha256":"e65110d0ed42a4eba7da08c9b6c9077868245891d54e127e12920fdc78fd6419","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_b3806cc2-1105-4b5f-b01e-5288f3543d27"},{"id":"occ_f666df55bb3e64e030a50952","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_cbc06565-501d-48f7-8b2b-63896692e415","section_id":"sec_a887b62a-1875-4112-b1f1-9ab81d817136","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"> 国内向けのAscend、HBM、先端パッケージだけで手一杯になる","quote_start":0,"quote_end":34,"text_sha256":"6732300a2267559e8f146e994d9556db87598d1381869371fc4b618ecd3d9004","block_sha256":"6732300a2267559e8f146e994d9556db87598d1381869371fc4b618ecd3d9004","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_cbc06565-501d-48f7-8b2b-63896692e415"},{"id":"occ_93c05316cab764bd2db19fc2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_e2db5dd5-e7c1-48c4-b6f9-5ca234d00d87","section_id":"sec_279bc0a7-468b-492a-9a98-7a1e26ac178f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"- 米国のチップ設計・クラウド\n- 台湾の先端製造・ODM\n- 韓国のHBM・DRAM\n- 日本の材料・装置\n- 欧州の露光・光学・装置","quote_start":0,"quote_end":68,"text_sha256":"23d9d4043a2fc7a4c3b60499b3917e5e41b388180d628032506c032c3412a327","block_sha256":"23d9d4043a2fc7a4c3b60499b3917e5e41b388180d628032506c032c3412a327","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_e2db5dd5-e7c1-48c4-b6f9-5ca234d00d87"},{"id":"occ_822529abae28a3380c286e7b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4","block_id":"blk_e7c90a01-e247-42e4-a2e2-59b4821b2084","section_id":"sec_cc833604-c796-40b3-8038-0d8d85cce4f0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":39,"end":44,"exact":"HBM3E","quote":"MicrosoftのMaia 200は、TSMCの3nmプロセス、216GBのHBM3E、7TB毎秒のメモリ帯域を持ち、特に推論経済性を重視して設計されている。([The Official Microsoft Blog](https://blogs.microsoft.com/blog/","quote_start":0,"quote_end":144,"text_sha256":"c14d3d0e5c9ef5523269dc57de28db6ddfb3cfe824768959cd74fe89bf298fd4","block_sha256":"c14d3d0e5c9ef5523269dc57de28db6ddfb3cfe824768959cd74fe89bf298fd4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a/#blk_e7c90a01-e247-42e4-a2e2-59b4821b2084"},{"id":"occ_293910c126cf0cd47b8e4c0b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","work_id":"wrk_0ebc3696-2c90-4588-8ed4-2ea51e51433d","block_id":"blk_1d311407-dc67-4115-98d8-7966c75804a1","section_id":"sec_4a2881d5-c2d3-4c34-8a0f-076f21bce697","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"最先端モデルの開発には、莫大なGPU、HBM、電力、データセンター、研究者、データ、評価環境、推論インフラ、資本市場が必要になる。継続的に世界最先端を走り続けられる国・地域は、現実的にはかなり限られる。","quote_start":0,"quote_end":101,"text_sha256":"c5e79bd770f8e6361a6c5a0665718d698b0db14da4e291f5ff3e69538508f91f","block_sha256":"c5e79bd770f8e6361a6c5a0665718d698b0db14da4e291f5ff3e69538508f91f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616/#blk_1d311407-dc67-4115-98d8-7966c75804a1"},{"id":"occ_2a20a99bf020cd53fe419d01","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","work_id":"wrk_0ebc3696-2c90-4588-8ed4-2ea51e51433d","block_id":"blk_32158294-e682-4e3b-9c35-d6bfb65cc4c7","section_id":"sec_629e1cb1-917c-4ee6-a566-6dda3a0b79da","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"中国の弱点は、先端半導体、HBM、EUV、製造歩留まり、電力効率である。最先端GPUの性能で米国に遅れる場合、同じ知能を得るためにより多くの電力とチップが必要になる。これはコストと効率の問題になる。","quote_start":0,"quote_end":99,"text_sha256":"bc5f9226db3b16d9b426d05e3a1dc73efaea71576797c977b8076316538fc1c0","block_sha256":"bc5f9226db3b16d9b426d05e3a1dc73efaea71576797c977b8076316538fc1c0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616/#blk_32158294-e682-4e3b-9c35-d6bfb65cc4c7"},{"id":"occ_0e3ca8d9714f83860f43b7a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","work_id":"wrk_0ebc3696-2c90-4588-8ed4-2ea51e51433d","block_id":"blk_390666da-fd95-47e7-ac25-ed8451672647","section_id":"sec_4a2881d5-c2d3-4c34-8a0f-076f21bce697","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":87,"end":90,"exact":"HBM","quote":"ィアモデル主権 | 最先端モデルを自国・自陣営で開発し、更新し、配分できる |\n| インフラ主権 | GPU/HBM、電力、データセンター、通信、推論基盤を国内または同盟圏で運用できる |\n| 学習ループ主権 | 産業データ、評価データ、実験ログ、業務フローを自国側に残せる |\n| 意思決定主権 | AIが出す判断","quote_start":32,"quote_end":190,"text_sha256":"1d0e66c63fc3d067b90973e108432adc637e6f420c2542eeaf1168145b1115cc","block_sha256":"1d0e66c63fc3d067b90973e108432adc637e6f420c2542eeaf1168145b1115cc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616/#blk_390666da-fd95-47e7-ac25-ed8451672647"},{"id":"occ_fa4983b043eb454f44b720b9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","work_id":"wrk_0ebc3696-2c90-4588-8ed4-2ea51e51433d","block_id":"blk_5dca83fa-3ab7-4c88-b1ab-03b637aeaba0","section_id":"sec_27372b06-1941-414d-8f7d-bdc8ff7d68ee","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":37,"end":40,"exact":"HBM","quote":"誰のモデルを使うのか。どこで推論するのか。電力はどこから来るのか。GPUとHBMを誰が握っているのか。研究ログや失敗データは、どこの学習ループに残るのか。","quote_start":0,"quote_end":77,"text_sha256":"6d79c5acdd5f7bde983bf44f08e9dcb0803a92bb03cda250236580c59f8b2b33","block_sha256":"6d79c5acdd5f7bde983bf44f08e9dcb0803a92bb03cda250236580c59f8b2b33","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616/#blk_5dca83fa-3ab7-4c88-b1ab-03b637aeaba0"},{"id":"occ_440d8f3377511bc9d92e85e1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","work_id":"wrk_0ebc3696-2c90-4588-8ed4-2ea51e51433d","block_id":"blk_702c7b0e-1840-48e3-a421-bcad423d9a0d","section_id":"sec_6c23739d-1a6e-4326-a81b-304a72de7a5a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":57,"end":60,"exact":"HBM","quote":"は、米国のようなフロンティアモデル帝国にはなりにくい。中国のような国家AIグリッドにもなりにくい。韓国のようなHBM支配国でもない。日本の現実路線は、国内運用主権である。","quote_start":2,"quote_end":87,"text_sha256":"59f20ab254818179428101757b1bba6ed2eb7775a148c7ddcf79cc85ac9fe42f","block_sha256":"59f20ab254818179428101757b1bba6ed2eb7775a148c7ddcf79cc85ac9fe42f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616/#blk_702c7b0e-1840-48e3-a421-bcad423d9a0d"},{"id":"occ_ec2b09d26b0a8a3fa8650a55","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","work_id":"wrk_0ebc3696-2c90-4588-8ed4-2ea51e51433d","block_id":"blk_91f56776-239d-4d4f-a5cd-0186515777f6","section_id":"sec_e93eadcc-3bf6-4e51-882f-399d31f58f50","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"ただし、欧州の主権AIには矛盾がある。GPUはNVIDIA依存。HBMは韓国依存。先端製造はTSMC依存。クラウドも米国Big Techの影響が大きい。","quote_start":0,"quote_end":76,"text_sha256":"5e551bcd1b983a10cd400ff996e367b64dc6d094e96f19834bbd3da817cd9b23","block_sha256":"5e551bcd1b983a10cd400ff996e367b64dc6d094e96f19834bbd3da817cd9b23","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616/#blk_91f56776-239d-4d4f-a5cd-0186515777f6"},{"id":"occ_bcb9c3d0664761e0d4eec405","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","work_id":"wrk_0ebc3696-2c90-4588-8ed4-2ea51e51433d","block_id":"blk_be757abf-63d3-4217-b17d-ae188c19a7fa","section_id":"sec_624e790b-fbc6-44b4-bd29-a3db7405da47","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":":** 主権AIって、最初はモデル名の話に見えるんですよね。でも本当は、モデル、電力、データセンター、GPU/HBM、学習ループ、外交の全部です。","quote_start":6,"quote_end":79,"text_sha256":"0b965ec9c6c534ac4500228126fa8eb4e54a7762550f2bdf314cc200abbbefef","block_sha256":"0b965ec9c6c534ac4500228126fa8eb4e54a7762550f2bdf314cc200abbbefef","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616/#blk_be757abf-63d3-4217-b17d-ae188c19a7fa"},{"id":"occ_e03bdb3a744b59563394fde8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","work_id":"wrk_0ebc3696-2c90-4588-8ed4-2ea51e51433d","block_id":"blk_fcdddffe-2bb9-4d3f-8e9b-b70d662571a6","section_id":"sec_6c23739d-1a6e-4326-a81b-304a72de7a5a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"韓国は、フロンティアモデル国家というより、AIインフラ供給国家である。最大の強みはHBMである。SK hynixとSamsungは、NVIDIA GPUに不可欠な高帯域幅メモリを供給する。韓国は、NVIDIA同盟圏の中で、HBM、製造業AI、物理AIを握る戦略を取る。NVIDIAと韓国政","quote_start":0,"quote_end":144,"text_sha256":"02fba6d54ac90bcaa4dc4d6a86311bc1ead17169f4f5c4307f5a86814d1b3537","block_sha256":"02fba6d54ac90bcaa4dc4d6a86311bc1ead17169f4f5c4307f5a86814d1b3537","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616/#blk_fcdddffe-2bb9-4d3f-8e9b-b70d662571a6"},{"id":"occ_058473e83a7c92c5bb2c061c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d567eb31-f37d-4b61-934d-8845386d4709","work_id":"wrk_e6157113-17cb-485f-b4b8-72229fe871f1","block_id":"blk_72509c1b-a9e2-42f1-ad06-f96ec1059603","section_id":"sec_0a92525f-1770-478b-b0ce-fcf6a8f90115","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"読み方の軸は、AIインフラの拡張がどの層に波及しているかです。計算層ではGPUやHBM。施設層ではデータセンター、ラック、冷却。電力層では発電、送電、変圧器、UPS。接続層では光通信、ケーブル、コネクタ。社会層では水、騒音、土地利用、許認可。この層ごとにニュースを置いていくと、日次材料","quote_start":0,"quote_end":143,"text_sha256":"343a5ca05129cc34e4ea4aff244ed47760f655fb6433fdc0a7f7cc10bf0ed431","block_sha256":"343a5ca05129cc34e4ea4aff244ed47760f655fb6433fdc0a7f7cc10bf0ed431","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d567eb31-f37d-4b61-934d-8845386d4709/#blk_72509c1b-a9e2-42f1-ad06-f96ec1059603"},{"id":"occ_8ff72bdadf754b5603893305","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1","work_id":"wrk_384c66f1-b96b-40da-b2f6-d97ae8d35d02","block_id":"blk_2056a2fe-2ab0-468d-b27e-7652dccf603e","section_id":"sec_9782a136-0724-4df2-9954-6b700d7d453b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1/#blk_2056a2fe-2ab0-468d-b27e-7652dccf603e"},{"id":"occ_ac2ea2f579fc037cb5fb51b3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1","work_id":"wrk_384c66f1-b96b-40da-b2f6-d97ae8d35d02","block_id":"blk_96b0316d-a84e-425f-94cb-d4c05d2d94b7","section_id":"sec_f3552064-f3a9-4285-a34b-daac28648f69","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"するとHBMが不足する。","quote_start":0,"quote_end":12,"text_sha256":"ac806642445bc64ffe8bcbb813e911180c552968f5d84b36c368154f60770458","block_sha256":"ac806642445bc64ffe8bcbb813e911180c552968f5d84b36c368154f60770458","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1/#blk_96b0316d-a84e-425f-94cb-d4c05d2d94b7"},{"id":"occ_79e11de0dafa616a2169297a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1","work_id":"wrk_384c66f1-b96b-40da-b2f6-d97ae8d35d02","block_id":"blk_9a6f4b5c-ab6c-4cd0-956f-f6661da92b6b","section_id":"sec_f3552064-f3a9-4285-a34b-daac28648f69","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを増やす。","quote_start":0,"quote_end":8,"text_sha256":"f3b7e1b3e3177cc5815e16055d65fe20572bb05e25b522b6b9bd98e77aa9d583","block_sha256":"f3b7e1b3e3177cc5815e16055d65fe20572bb05e25b522b6b9bd98e77aa9d583","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1/#blk_9a6f4b5c-ab6c-4cd0-956f-f6661da92b6b"},{"id":"occ_4fbe88a0edf587259681078b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1","work_id":"wrk_384c66f1-b96b-40da-b2f6-d97ae8d35d02","block_id":"blk_e4500052-f4ab-4195-85e8-17842764bfd4","section_id":"sec_7f4ff90b-6274-4403-8d29-023761be0bf8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"例えばHBMが不足する。","quote_start":0,"quote_end":12,"text_sha256":"0e5aed66b3f9ac0703a49d403851c613e3de736fd025f231f644a09ac8dde56e","block_sha256":"0e5aed66b3f9ac0703a49d403851c613e3de736fd025f231f644a09ac8dde56e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1/#blk_e4500052-f4ab-4195-85e8-17842764bfd4"},{"id":"occ_49c168f9eaeeed3aa3361a7a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","work_id":"wrk_ef613b57-c920-49a8-bb03-b7fdb149eeca","block_id":"blk_089ed198-1a8a-4445-921c-9af0344d265f","section_id":"sec_9c702843-6627-490f-a9d1-52e8c1008aa4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":58,"end":61,"exact":"HBM","quote":"COUPEは、HBF、XL-FLASH、GPU直結SSD、広帯域フラッシュモジュールの価値を上げる方向に働く。HBMだけでは足りない。だが通常SSDでは遅い。その中間にあるNAND階層が、AIクラスタの中でより「近い記憶」として使われるようになる。","quote_start":3,"quote_end":127,"text_sha256":"e1ac1658807f3c3d5363b6ca59b9cc2e9e1c139dc97db7f5494b6857e6fa1ccf","block_sha256":"e1ac1658807f3c3d5363b6ca59b9cc2e9e1c139dc97db7f5494b6857e6fa1ccf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_da6063d5-59b2-4519-9c42-45d8f4f206c8/#blk_089ed198-1a8a-4445-921c-9af0344d265f"},{"id":"occ_74785e22b259fdcb115c9732","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","work_id":"wrk_ef613b57-c920-49a8-bb03-b7fdb149eeca","block_id":"blk_44b9b708-7e31-40ec-9650-282d98429269","section_id":"sec_24a6659c-f6c6-4d1c-8dac-688384dcdffd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":121,"end":124,"exact":"HBM","quote":"クス、KVキャッシュ、長文コンテキスト、エージェントの記憶、ロボットや車の現場ログが増え続ける。これらをすべてHBMやDRAMに置くのは高すぎる。一方、普通のSSDでは遅すぎる場面も増える。","quote_start":66,"quote_end":161,"text_sha256":"dc1ce4f13d61a949b5a24c26f9354f87bdfe1d232f7734cb8cda4aba24d91f44","block_sha256":"dc1ce4f13d61a949b5a24c26f9354f87bdfe1d232f7734cb8cda4aba24d91f44","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_da6063d5-59b2-4519-9c42-45d8f4f206c8/#blk_44b9b708-7e31-40ec-9650-282d98429269"},{"id":"occ_d3abad4f56904b40a674ad37","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","work_id":"wrk_ef613b57-c920-49a8-bb03-b7fdb149eeca","block_id":"blk_5b3add31-e4fb-4147-816d-aa0295f4dd3e","section_id":"sec_24a6659c-f6c6-4d1c-8dac-688384dcdffd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":96,"end":99,"exact":"HBM","quote":"たKIOXIA GPシリーズを開発している。この取り組みでは、GPUがフラッシュベースのメモリにアクセスでき、HBM容量が実効的に増えたように扱える。GPシリーズは従来のTLC SSDより高いIOPS、512バイトの細かいアクセス、I/O当たり低消費電力を狙う製品である。([KIOXIA Corporation](","quote_start":41,"quote_end":199,"text_sha256":"e72c8387336bd36d1342eef1f98d7fbe45fed5b6bfb90055f5939b3e6d7b682f","block_sha256":"e72c8387336bd36d1342eef1f98d7fbe45fed5b6bfb90055f5939b3e6d7b682f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_da6063d5-59b2-4519-9c42-45d8f4f206c8/#blk_5b3add31-e4fb-4147-816d-aa0295f4dd3e"},{"id":"occ_ff3d95c72e3294ccc0fc02d3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","work_id":"wrk_ef613b57-c920-49a8-bb03-b7fdb149eeca","block_id":"blk_6d2a084e-e964-412a-9b28-5443632064e2","section_id":"sec_9c702843-6627-490f-a9d1-52e8c1008aa4","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"COUPEはHBMを殺す技術ではない。むしろ、AIシステム全体を巨大化し、HBMの外側にある高性能NAND階層まで含めて使わせる技術である。","quote_start":0,"quote_end":70,"text_sha256":"9adbd8b96ba3f302b64aa07d870a7eaf9a9a7f37e050adecbb4aef4bfe8cd8ae","block_sha256":"9adbd8b96ba3f302b64aa07d870a7eaf9a9a7f37e050adecbb4aef4bfe8cd8ae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_da6063d5-59b2-4519-9c42-45d8f4f206c8/#blk_6d2a084e-e964-412a-9b28-5443632064e2"},{"id":"occ_4b226a6ca7b37311f1ac28ed","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","work_id":"wrk_ef613b57-c920-49a8-bb03-b7fdb149eeca","block_id":"blk_7530d93b-9bb9-4521-899f-08561da6877d","section_id":"sec_24a6659c-f6c6-4d1c-8dac-688384dcdffd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"そこで生まれるのが、**HBMと通常SSDの中間にある高性能NAND階層**である。キオクシアにとって、この中間層の中核候補がXL-FLASH、Super High IOPS SSD、GPシリーズ、そして将来的な広帯域フラッシュモ","quote_start":0,"quote_end":115,"text_sha256":"7835e1d0ea1e3399d89d9124411a197b8de2dd716872f56abb5abd177d2d1ee6","block_sha256":"7835e1d0ea1e3399d89d9124411a197b8de2dd716872f56abb5abd177d2d1ee6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_da6063d5-59b2-4519-9c42-45d8f4f206c8/#blk_7530d93b-9bb9-4521-899f-08561da6877d"},{"id":"occ_b41dd278029577c8a9e5f724","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","work_id":"wrk_ef613b57-c920-49a8-bb03-b7fdb149eeca","block_id":"blk_91688f96-ee02-4e68-8b64-4ea470367b3f","section_id":"sec_1e254d2c-aecd-4cde-96be-ceeeecd74b64","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"ここでSanDiskが強いのは、技術だけでなく「標準化」と「物語」を握りにいっている点である。HBFは、HBMの横に置かれる大容量・高帯域のNAND階層という位置づけで、AI推論のモデル重みや大規模検索、RAG、長文コンテキストに向く。","quote_start":0,"quote_end":118,"text_sha256":"f78a4439c137806294af1793892b5a7d02e79e8ec4d6dc4c1fed12cccface63d","block_sha256":"f78a4439c137806294af1793892b5a7d02e79e8ec4d6dc4c1fed12cccface63d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_da6063d5-59b2-4519-9c42-45d8f4f206c8/#blk_91688f96-ee02-4e68-8b64-4ea470367b3f"},{"id":"occ_9dabde299aa2fa3ea3e96238","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","work_id":"wrk_ef613b57-c920-49a8-bb03-b7fdb149eeca","block_id":"blk_adbfaabb-b290-4f9b-b13d-f4e0623b1f81","section_id":"sec_24a6659c-f6c6-4d1c-8dac-688384dcdffd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"NANDフラッシュは、DRAMやHBMのような作業メモリではない。電源を切ってもデータを保持できる不揮発性メモリであり、従来はスマホ、PC、SSD、メモリーカードなどの保存装置として使われてきた。","quote_start":0,"quote_end":98,"text_sha256":"63f4bc00d34e6dd22051d7958863a24d76044ee6a0069bfe3147a3c8312b4bf8","block_sha256":"63f4bc00d34e6dd22051d7958863a24d76044ee6a0069bfe3147a3c8312b4bf8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_da6063d5-59b2-4519-9c42-45d8f4f206c8/#blk_adbfaabb-b290-4f9b-b13d-f4e0623b1f81"},{"id":"occ_1c4c9062826ad0c7450423f5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","work_id":"wrk_ef613b57-c920-49a8-bb03-b7fdb149eeca","block_id":"blk_c0493882-d438-419f-b477-fbef586ede9b","section_id":"sec_430bbb44-c02d-4d44-996e-92bbccc6adce","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":73,"end":76,"exact":"HBM","quote":"、自動運転、工場、監視カメラ、電力網、MEC、AI-RAN、産業IoTが大量のデータを生む。この時、DRAM/HBMは「今この瞬間に考えるための作業机」として必要になる。一方、NANDは「現場を覚えておくための記憶」として必要になる。","quote_start":18,"quote_end":135,"text_sha256":"924bd5df5d8206084c2ee839ef295bf8e93ed88ed79ac5e7fa38f40308b4303b","block_sha256":"924bd5df5d8206084c2ee839ef295bf8e93ed88ed79ac5e7fa38f40308b4303b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_da6063d5-59b2-4519-9c42-45d8f4f206c8/#blk_c0493882-d438-419f-b477-fbef586ede9b"},{"id":"occ_513726048fbc9c5c43ff5715","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_04322d50-6bb7-4bcd-a717-4d7c777c2e9f","section_id":"sec_50b838b6-7406-4343-a644-2f50caa0bc11","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"特に3,500万個をすべて288GB級TPU 8iとして読むと、HBMだけで約10EB必要になる。これは2028年のHBM市場全体見通しと衝突するほど大きい。","quote_start":0,"quote_end":79,"text_sha256":"7ddd1d98f74e930a5839c90bcb8f66140ae21f97cc1cdc8f5488ca5e2af23cc6","block_sha256":"7ddd1d98f74e930a5839c90bcb8f66140ae21f97cc1cdc8f5488ca5e2af23cc6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_04322d50-6bb7-4bcd-a717-4d7c777c2e9f"},{"id":"occ_8a06502574fa104623b6fa72","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_1d86df32-d229-4dc6-8422-be03d9178f92","section_id":"sec_222e0340-d08d-4b99-bd13-8488907f10dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMへの影響: 最大の直接恩恵","quote_start":0,"quote_end":19,"text_sha256":"ae9f4a781078927341808b2dc378bf040d34b0cec189fb6f34e4e425e116c799","block_sha256":"ae9f4a781078927341808b2dc378bf040d34b0cec189fb6f34e4e425e116c799","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_1d86df32-d229-4dc6-8422-be03d9178f92"},{"id":"occ_6b77ed582f801eb0953ff422","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_21e49c49-9b1a-4864-ae29-ba13534c24e4","section_id":"sec_acac2f8c-188a-41b5-ba8e-397790fdd6f8","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"TPU 8iは、TPU 8tよりFP4ピーク性能は低い。しかし、HBM容量は216GBから288GBへ増え、HBM帯域も大きく、オンチップSRAMは128MBから384MBへ3倍になっている。","quote_start":0,"quote_end":96,"text_sha256":"f066442271286c91ba486a5e95413f82e258d1350775210ea257014386b85b9d","block_sha256":"f066442271286c91ba486a5e95413f82e258d1350775210ea257014386b85b9d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_21e49c49-9b1a-4864-ae29-ba13534c24e4"},{"id":"occ_9ca1de90ec74fb5253529224","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_2a5641c8-4e2f-4803-982f-91890755279c","section_id":"sec_619e1043-0e1c-41c3-a4f5-f0581fbae27c","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"例えば2028年に700万個のTPUが出荷されると仮定し、全て8tならHBM需要は1.51EB、全て8iなら2.02EBになる。差は0.51EBで、36GB HBMスタック換算では約1,400万スタックに相当する。","quote_start":0,"quote_end":107,"text_sha256":"f75e87747e3c8e6c0f1192b9152df8461a72e9d1bdb3e13a98d52232f930d6d3","block_sha256":"f75e87747e3c8e6c0f1192b9152df8461a72e9d1bdb3e13a98d52232f930d6d3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_2a5641c8-4e2f-4803-982f-91890755279c"},{"id":"occ_dfe11e7a0af339f999e76f8d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_3831b34b-e786-4994-8190-0e02eb27631e","section_id":"sec_3f89399d-01c1-48cb-a726-12941626338f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"AIラックでは、TPU、HBM、NIC、電源レール、PCIe、光モジュール周辺に大量のMLCC、インダクタ、抵抗、フィルタが使われる。","quote_start":0,"quote_end":67,"text_sha256":"6b86132a30d3e2ffa037f260f38e3916523712c44f144b16fc7aff2ce2cdb12d","block_sha256":"6b86132a30d3e2ffa037f260f38e3916523712c44f144b16fc7aff2ce2cdb12d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_3831b34b-e786-4994-8190-0e02eb27631e"},{"id":"occ_e58ca991014d9154058ad254","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_516fbbf4-a902-4292-bf78-e857b295f2ff","section_id":"sec_031a40f9-b818-4747-9239-a72469347a6d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"**絶ノイア:** 推論が増えるほど、HBM、電力、光、MLCC、電源まで広がっていく。","quote_start":0,"quote_end":44,"text_sha256":"9a05204db24468b6de9ee7fc443ec0b4fae87ca7b2d3ba2b292ea2bfdb46c7af","block_sha256":"9a05204db24468b6de9ee7fc443ec0b4fae87ca7b2d3ba2b292ea2bfdb46c7af","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_516fbbf4-a902-4292-bf78-e857b295f2ff"},{"id":"occ_04d2e175e14de169033046c8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_6eacffdd-2f25-4dc2-8b33-b90b0bd8820f","section_id":"sec_50b838b6-7406-4343-a644-2f50caa0bc11","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":51,"end":54,"exact":"HBM","quote":"そのため、3,500万個という数字は、TPUパッケージそのものではなく、周辺ASIC、チップレット、低HBM推論ASIC、複数年累計、またはGoogle以外のBroadcom関連ASICまで含む広い数字として見る方が安全だ。","quote_start":0,"quote_end":112,"text_sha256":"5bc4ac4d1629c03f3d04a670c024e82deda35417f8222e3b3fd4a92888ca584b","block_sha256":"5bc4ac4d1629c03f3d04a670c024e82deda35417f8222e3b3fd4a92888ca584b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_6eacffdd-2f25-4dc2-8b33-b90b0bd8820f"},{"id":"occ_bbb58f4631e1786bc02a8d1b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_6fce656b-317b-4b0e-ae54-42b491d70d7a","section_id":"sec_222e0340-d08d-4b99-bd13-8488907f10dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"36GB HBMスタック換算では約5,180万スタックである。","quote_start":0,"quote_end":31,"text_sha256":"cbc1075ed66d7a7f37daf0a2f292797c42170fa67ff26a573e4565ad942faefd","block_sha256":"cbc1075ed66d7a7f37daf0a2f292797c42170fa67ff26a573e4565ad942faefd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_6fce656b-317b-4b0e-ae54-42b491d70d7a"},{"id":"occ_eff3984c37d2a926bcca8833","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_74708c80-9e48-4887-a2e4-51869848d423","section_id":"sec_222e0340-d08d-4b99-bd13-8488907f10dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"TPU 8i/8tの需要増で、最も直接的に恩恵を受けるのはHBMである。","quote_start":0,"quote_end":36,"text_sha256":"9736f4e1ec68aefb9fd2a4f6af3b52b9b6630c572b49988be3cda32b2cfa7f6f","block_sha256":"9736f4e1ec68aefb9fd2a4f6af3b52b9b6630c572b49988be3cda32b2cfa7f6f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_74708c80-9e48-4887-a2e4-51869848d423"},{"id":"occ_f4827d51d0212b71013354a8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_877ce065-6301-44a3-96ed-87638739dd8e","section_id":"sec_222e0340-d08d-4b99-bd13-8488907f10dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"2028年のGoogle TPUを700万個、構成を8iが70%、8tが30%と仮定すると、加重平均HBMは約266GB/TPUになる。","quote_start":0,"quote_end":68,"text_sha256":"fac9e7838c1dda7c25e94b43e14cda2d267e4e286a2854bcd68203142750e390","block_sha256":"fac9e7838c1dda7c25e94b43e14cda2d267e4e286a2854bcd68203142750e390","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_877ce065-6301-44a3-96ed-87638739dd8e"},{"id":"occ_dfd21917ccd79165345b94d3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_90ec3688-3cb5-41fd-a943-e9e17fcf1301","section_id":"sec_619e1043-0e1c-41c3-a4f5-f0581fbae27c","layer":"code","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"```text\n8t中心の読み\n  ↓ HBM 216GB/TPU\n8i中心の読み\n  ↓ HBM 288GB/TPU\n差分\n  ↓ 推論需要、HBM、電力、ラック、光、電源部品の見積もりを変える\n```","quote_start":0,"quote_end":102,"text_sha256":"76bae76a78c710d995a4597f96a9a5a73635d731e3307d25b8a2b651100a2bec","block_sha256":"76bae76a78c710d995a4597f96a9a5a73635d731e3307d25b8a2b651100a2bec","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_90ec3688-3cb5-41fd-a943-e9e17fcf1301"},{"id":"occ_28eb404684ede63db03ff9b5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_992a0438-1a9b-4e34-8ee0-20a802840621","section_id":"sec_0e18eb64-9933-4275-851c-0225dc9241d4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"この違いを理解しないと、TPU出荷数、HBM需要、電力需要、光接続、MLCC、電源、Googleの資本投下の意味を読み違える。","quote_start":0,"quote_end":63,"text_sha256":"7fe09baf4195b9e4923ce641aa437c7d058ec13ab2f300b55cdba2013e504abd","block_sha256":"7fe09baf4195b9e4923ce641aa437c7d058ec13ab2f300b55cdba2013e504abd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_992a0438-1a9b-4e34-8ee0-20a802840621"},{"id":"occ_991ea4d05d86a7f875bcedfb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_9c0d13fd-558f-4a65-99ac-ecb0d17c65f3","section_id":"sec_222e0340-d08d-4b99-bd13-8488907f10dc","layer":"body","character_id":null,"count":6,"matched_aliases":["HBM","HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"受益企業は、SK hynix、Micron、Samsungである。SK hynixはNVIDIA向けHBMで強い。MicronはHBM後発ながら、HBM4EやカスタムHBMでGoogle/Broadcom/OpenAI系ASICに入り込めれば、再評価余地が大きい。SamsungはHBMで出遅れたが、HBM","quote_start":0,"quote_end":153,"text_sha256":"c728572801f88dcfb83bf46e1930ee2f895e31c451475d66e61c5f8228147b94","block_sha256":"c728572801f88dcfb83bf46e1930ee2f895e31c451475d66e61c5f8228147b94","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_9c0d13fd-558f-4a65-99ac-ecb0d17c65f3"},{"id":"occ_44824757b5eddf358d1e3296","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_a07ff4f7-74e7-47ba-aca4-078d65cb93ad","section_id":"sec_0e18eb64-9933-4275-851c-0225dc9241d4","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"標準ケースの700万TPUだけでも、HBMは約1.86EB、電力は6〜10GW級、HBM市場は約224億〜336億ドル、電源、電気設備、光、MLCC、先端基板まで巨大な需要が発生する。","quote_start":0,"quote_end":92,"text_sha256":"524281d46e300ad9590475d09d190d0887f60442f9eaa1234215f6473126f911","block_sha256":"524281d46e300ad9590475d09d190d0887f60442f9eaa1234215f6473126f911","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_a07ff4f7-74e7-47ba-aca4-078d65cb93ad"},{"id":"occ_7320f56cbbbbd165a2981cdc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_a63966a5-5777-4c4e-800e-a06efb469a68","section_id":"sec_44df7cd2-af0f-41b3-b23b-4758dcf5a844","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":76,"end":79,"exact":"HBM","quote":" | ---: |\n| 主用途 | 大規模学習・事前学習 |\n| ネットワーク | 3D torus |\n| HBM容量 | 216GB |\n| HBM帯域 | 6,528GB/s |\n| オンチップSRAM | 128MB |\n| FP4ピーク性能 | 12.6PFLOPS |\n| 大規模構成 | 最大9,600","quote_start":21,"quote_end":179,"text_sha256":"e9a47ce3c0a343336100c23d0d9a65167f5e32e53bf45f280f13c6ddb559f702","block_sha256":"e9a47ce3c0a343336100c23d0d9a65167f5e32e53bf45f280f13c6ddb559f702","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_a63966a5-5777-4c4e-800e-a06efb469a68"},{"id":"occ_1365c680889b380448b9ded5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_a93d4cd2-0e69-4b7e-a253-5a1d3a5b60a6","section_id":"sec_619e1043-0e1c-41c3-a4f5-f0581fbae27c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"8iと8tの取り違えは、単なる名前のミスではない。HBM、電力、ラック、光、電源部品、先端パッケージの需要予測を根本からズラすミスである。","quote_start":0,"quote_end":69,"text_sha256":"bed3c67bb16585c53e5b60bdcac5a09a1559f5d8720059fa8eac86834a91c3b9","block_sha256":"bed3c67bb16585c53e5b60bdcac5a09a1559f5d8720059fa8eac86834a91c3b9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_a93d4cd2-0e69-4b7e-a253-5a1d3a5b60a6"},{"id":"occ_43a1f3fdd4f0de457031df58","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_b0d44a4d-8880-4a7a-a006-baa62f24a022","section_id":"sec_f1543817-fc0d-4ce1-96f7-c303e55d266a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":151,"end":154,"exact":"HBM","quote":"中で検索、ツール実行、再推論、確認、出力が何度も繰り返される。ここでは単純なピークFLOPSより、メモリ容量、HBM帯域、KVキャッシュ、チップ間通信の遅延、テールレイテンシが重要になる。","quote_start":96,"quote_end":190,"text_sha256":"1e8e26c88e8d2dc8b799feeb1e1252a8e13e61b4049d8ce1d97ae29ac3192f41","block_sha256":"1e8e26c88e8d2dc8b799feeb1e1252a8e13e61b4049d8ce1d97ae29ac3192f41","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_b0d44a4d-8880-4a7a-a006-baa62f24a022"},{"id":"occ_7d4a294a3ef0568ab5994470","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_bd57e50c-49d4-4e38-ac08-1b7cda230c45","section_id":"sec_222e0340-d08d-4b99-bd13-8488907f10dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"この場合、Google TPUだけで必要なHBMは次のようになる。","quote_start":0,"quote_end":33,"text_sha256":"6dfa5a19e78f5ffe62bcba6e3a9a3f51e477a77f9d19ecd0806051eb71f92f2d","block_sha256":"6dfa5a19e78f5ffe62bcba6e3a9a3f51e477a77f9d19ecd0806051eb71f92f2d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_bd57e50c-49d4-4e38-ac08-1b7cda230c45"},{"id":"occ_3a62b71a2b3587a6386902ad","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_d00e61fc-d281-4962-83d0-dd8bc1b78112","section_id":"sec_acac2f8c-188a-41b5-ba8e-397790fdd6f8","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":84,"end":87,"exact":"HBM","quote":"|\n| 主用途 | 推論・サービング・reasoning |\n| ネットワーク | Boardfly |\n| HBM容量 | 288GB |\n| HBM帯域 | 8,601GB/s |\n| オンチップSRAM | 384MB |\n| FP4ピーク性能 | 10.1PFLOPS |\n| 大規模構成 | 最大1,024","quote_start":29,"quote_end":187,"text_sha256":"f804704e0a0e025cc892a7ab76ea8668c7ec9739d51f00f25e2a3f4955074ad3","block_sha256":"f804704e0a0e025cc892a7ab76ea8668c7ec9739d51f00f25e2a3f4955074ad3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_d00e61fc-d281-4962-83d0-dd8bc1b78112"},{"id":"occ_70a9c8ee5cb1246142668225","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_d56890dc-0410-4694-9eb8-998dbd0b2089","section_id":"sec_3f89399d-01c1-48cb-a726-12941626338f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMや電力設備に比べると金額は小さい。しかし、MLCCメーカーにとって重要なのは、数量だけではない。AIサーバーでは、高容量、低ESL、高耐圧、高温対応、埋め込み基板対応、実効容量の大きいMLCCが必要に","quote_start":0,"quote_end":103,"text_sha256":"22ae32f84264aeeb7aadadc306b1ac6f600d2839804afcf233943df48454fe30","block_sha256":"22ae32f84264aeeb7aadadc306b1ac6f600d2839804afcf233943df48454fe30","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_d56890dc-0410-4694-9eb8-998dbd0b2089"},{"id":"occ_f727a924c312f6e7440a63c8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_d64509f8-ace2-4d2f-b3bb-b784795636de","section_id":"sec_222e0340-d08d-4b99-bd13-8488907f10dc","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM単価を12〜18ドル/GBと仮定すると、Google TPU向けHBMだけで約224億〜336億ドルの市場になる。これはGoogle TPU単体の話であり、NVIDIA GPU、AMD GPU、Ope","quote_start":0,"quote_end":103,"text_sha256":"383b2853325b02800c96d6fcb795634141f720672c55d0bf275926cc5510fd94","block_sha256":"383b2853325b02800c96d6fcb795634141f720672c55d0bf275926cc5510fd94","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_d64509f8-ace2-4d2f-b3bb-b784795636de"},{"id":"occ_17ccafd1073c8c6751264d5a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_e020c488-fb6b-4b11-8a0d-59c543026edf","section_id":"sec_51aca827-3de7-49b8-a646-accdf331ac06","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":77,"end":80,"exact":"HBM","quote":"Amkor、Ibiden、Shinko、Unimicron、Ajinomotoが重要になる。TPU/ASICはHBMを載せるため、2.5Dパッケージ、インターポーザ、ABF基板、大型高多層基板、熱界面材料が必要になる。1パッケージあたり1,200〜3,500ドルと仮定すると、700万TPUでは約84億〜245億ドル","quote_start":22,"quote_end":180,"text_sha256":"ca2323758a1ec6d06071b093c57ba4768db4af2badb0f6b0a4ca780c51b5973a","block_sha256":"ca2323758a1ec6d06071b093c57ba4768db4af2badb0f6b0a4ca780c51b5973a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_e020c488-fb6b-4b11-8a0d-59c543026edf"},{"id":"occ_06dcae42cff3752b43080fa3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_e6a0fd77-98f6-4a1e-a759-10ef842ce0ec","section_id":"sec_222e0340-d08d-4b99-bd13-8488907f10dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"Micronは、HBM市場規模が2025年約350億ドルから2028年約1,000億ドルへ拡大すると見ている。([Micron][4])","quote_start":0,"quote_end":68,"text_sha256":"c3fc4c97efd5779e9487a2f8bc7f1df58c97944c9faf204fc0db3eead8f81744","block_sha256":"c3fc4c97efd5779e9487a2f8bc7f1df58c97944c9faf204fc0db3eead8f81744","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_e6a0fd77-98f6-4a1e-a759-10ef842ce0ec"},{"id":"occ_fcfadbdfeba744eaeea694b4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_ef824386-15b0-4537-a42b-b9f49443adf9","section_id":"sec_495d20c0-765b-40ca-880c-cb5401d563da","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"ここで重要なのは、HBMがDRAMウェハを大量に消費するため、DDR5や一般DRAM、NANDにも需給逼迫が波及することだ。AI向けに高採算品が優先されると、一般メモリ市場でも値上げが起きやすくなる。","quote_start":0,"quote_end":100,"text_sha256":"0befbaf1ee13c3dd11985c97ad9d0e261416d8fb8de02c73803293cebb99b3e5","block_sha256":"0befbaf1ee13c3dd11985c97ad9d0e261416d8fb8de02c73803293cebb99b3e5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_ef824386-15b0-4537-a42b-b9f49443adf9"},{"id":"occ_8c2ce5854235a2abe1ece7e9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_efbaf8b2-5b18-408f-806d-44a67056693b","section_id":"sec_619e1043-0e1c-41c3-a4f5-f0581fbae27c","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"この違いはHBM需要にも直結する。TPU 8tは216GB、TPU 8iは288GBのHBMを積む。差は72GB、つまり8iは8tよりHBMを33%多く使う。","quote_start":0,"quote_end":79,"text_sha256":"83d4adcde4a2456441f8c198f2274db04cef53a0d71565bfeb7e0a03fa5b2142","block_sha256":"83d4adcde4a2456441f8c198f2274db04cef53a0d71565bfeb7e0a03fa5b2142","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_efbaf8b2-5b18-408f-806d-44a67056693b"},{"id":"occ_6ded6c696a3b9c22b67ca238","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_f192409b-a326-462e-aad5-74716ac9dffe","section_id":"sec_222e0340-d08d-4b99-bd13-8488907f10dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"この見通しと照らすと、Google TPUだけでHBM市場の2〜3割を占める可能性がある。","quote_start":0,"quote_end":45,"text_sha256":"824cd7362c263e837011ef2c24d2a7a8532eda7dd38cb7046c65f1d7bc47e597","block_sha256":"824cd7362c263e837011ef2c24d2a7a8532eda7dd38cb7046c65f1d7bc47e597","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_f192409b-a326-462e-aad5-74716ac9dffe"},{"id":"occ_5816cbfa9babe3354cd111dc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_f4079410-cd85-46d5-8e41-83e3e3787585","section_id":"sec_d66e9049-6559-4ebb-be89-11d94d5da144","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"だから私は、8iのHBM容量、SRAM、Boardflyに注目したい。ピークFLOPSよりも、長文、MoE、AIエージェント、テールレイテンシの現実に向き合った設計だからだ。ここから先のAIインフラは、賢さだけでなく、配る力","quote_start":0,"quote_end":112,"text_sha256":"32366a1196d1701c86d262a6ad5bb925f7ce5601fcfcfe3b8c53ddedbeb5f1bf","block_sha256":"32366a1196d1701c86d262a6ad5bb925f7ce5601fcfcfe3b8c53ddedbeb5f1bf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_f4079410-cd85-46d5-8e41-83e3e3787585"},{"id":"occ_5b044fc2f76b491dfae754d6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_f9cf5490-f2de-4680-b7fc-314b68b733af","section_id":"sec_495d20c0-765b-40ca-880c-cb5401d563da","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"AIラックはHBMだけでは動かない。","quote_start":0,"quote_end":18,"text_sha256":"f936273b87a9db1be73d63a41200cc73f156d0bacf4ac64da1980f9fb0accaa3","block_sha256":"f936273b87a9db1be73d63a41200cc73f156d0bacf4ac64da1980f9fb0accaa3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_f9cf5490-f2de-4680-b7fc-314b68b733af"},{"id":"occ_adc03515ad1767900519d34a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a","block_id":"blk_fbcb9d8a-f073-4d5b-9e55-086c3443a479","section_id":"sec_a1bb252c-122f-46f4-9de3-a34d0110a0ac","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":51,"end":54,"exact":"HBM","quote":"Googleは、NVIDIA GPUを単純に買い続けるだけでなく、Broadcom、MediaTek、HBM各社、光、電力、冷却、電源、先端パッケージまで巻き込み、自社AI計算圏を作ろうとしている。","quote_start":0,"quote_end":99,"text_sha256":"c91a610eb5364ce086dc1ab9686a8996ce2ca96d669c7ef361f6f25dd20307dc","block_sha256":"c91a610eb5364ce086dc1ab9686a8996ce2ca96d669c7ef361f6f25dd20307dc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_dbe69fb8-f76d-44e6-b111-aa27e548a204/#blk_fbcb9d8a-f073-4d5b-9e55-086c3443a479"},{"id":"occ_cb714679ccb25569cee0547d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ddbe7777-4c06-4736-a565-b1f544e649ff","work_id":"wrk_83bf9cf8-cdd1-43de-97ff-cc1a6b5bf6c6","block_id":"blk_0e53af67-9e2b-42f7-a127-b08ade2a0ff2","section_id":"sec_f33fddd9-7b31-4e0e-919e-a4d5788a3871","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"```text\nGPUダイ・HBM\n　↓\nシリコンインターポーザー\n　↓\nFC-BGAパッケージ基板\n　↓\nGPUアクセラレーターボード\n```","quote_start":0,"quote_end":72,"text_sha256":"4c9c3f4d401b962ef180eeb59658245eea599d73b27895ac000f8f33eb87d356","block_sha256":"4c9c3f4d401b962ef180eeb59658245eea599d73b27895ac000f8f33eb87d356","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ddbe7777-4c06-4736-a565-b1f544e649ff/#blk_0e53af67-9e2b-42f7-a127-b08ade2a0ff2"},{"id":"occ_8b5fadd4ad3120702f1d955b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ddbe7777-4c06-4736-a565-b1f544e649ff","work_id":"wrk_83bf9cf8-cdd1-43de-97ff-cc1a6b5bf6c6","block_id":"blk_867a6f51-0e8d-4935-b111-786b0d9a1999","section_id":"sec_76a9fe1c-449b-4c18-a379-9a08c9e575cd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":99,"end":102,"exact":"HBM","quote":"ック全体に賭けるなら800VDC・液冷。**\n> **Rubin Ultraの総出荷に賭けるならFC-BGA・HBM・先端パッケージ。**","quote_start":44,"quote_end":113,"text_sha256":"2e98c971ec7cdf9191155f88615ce115d4f90dba1dd3a1c39a662628a40fe73f","block_sha256":"2e98c971ec7cdf9191155f88615ce115d4f90dba1dd3a1c39a662628a40fe73f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ddbe7777-4c06-4736-a565-b1f544e649ff/#blk_867a6f51-0e8d-4935-b111-786b0d9a1999"},{"id":"occ_3716864e99a877674de8152f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ddbe7777-4c06-4736-a565-b1f544e649ff","work_id":"wrk_83bf9cf8-cdd1-43de-97ff-cc1a6b5bf6c6","block_id":"blk_973c0c0c-6f91-4d20-b540-0b14b8d47cd9","section_id":"sec_1d178d94-2813-4c76-bc9f-8fa0941041ca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":53,"end":56,"exact":"HBM","quote":"**絶ノイア:** でもRubin UltraそのものがOberon NVL72で出るなら、FC-BGAやHBM需要は残るかもしれない。","quote_start":0,"quote_end":68,"text_sha256":"2611f18bc566edd8f28e0dead72b0cdcb7881f4df0439eea0147c1fed853959f","block_sha256":"2611f18bc566edd8f28e0dead72b0cdcb7881f4df0439eea0147c1fed853959f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ddbe7777-4c06-4736-a565-b1f544e649ff/#blk_973c0c0c-6f91-4d20-b540-0b14b8d47cd9"},{"id":"occ_9a8da29ca5d5b7f8584f1308","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ddbe7777-4c06-4736-a565-b1f544e649ff","work_id":"wrk_83bf9cf8-cdd1-43de-97ff-cc1a6b5bf6c6","block_id":"blk_e05ef934-7bb3-49d7-94ff-ba86e104e16e","section_id":"sec_da440f0f-e565-4996-aaeb-25bb11fdaca1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"* イビデン\n* TSMC\n* HBMメーカー\n* GPUパッケージ企業\n* Oberon NVL72関連ODM","quote_start":0,"quote_end":56,"text_sha256":"73b2280b386764fd52e86af4662be347b721a9c3a1f2a64662c84545a30b61a2","block_sha256":"73b2280b386764fd52e86af4662be347b721a9c3a1f2a64662c84545a30b61a2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ddbe7777-4c06-4736-a565-b1f544e649ff/#blk_e05ef934-7bb3-49d7-94ff-ba86e104e16e"},{"id":"occ_6a0b5f77f12e96e5c03d323f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_0435b1db-9234-4b17-b796-1f4d59857778","section_id":"sec_92c7e8cb-ad53-4444-a6d4-ae8bffc83ca3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"**再びGPU/XPU、HBM、Optics、Advanced PackagingへDemandを返す。**","quote_start":0,"quote_end":54,"text_sha256":"525e3946ef62ab8f7b3588749c31f40679669a5aebc5876828ea49c12e778959","block_sha256":"525e3946ef62ab8f7b3588749c31f40679669a5aebc5876828ea49c12e778959","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_0435b1db-9234-4b17-b796-1f4d59857778"},{"id":"occ_6466e1a9ea4888b871d9b896","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_099a610d-6c46-4d68-9acd-3a0283335aea","section_id":"sec_ee030aed-a5e0-4a43-8b6d-81840aa1d4ba","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"SK hynix――HBM・DDR・NAND。","quote_start":0,"quote_end":23,"text_sha256":"f976c1faa6b47592b28aa93e006beeea9b37a997f2dcd9984695465220300b7d","block_sha256":"f976c1faa6b47592b28aa93e006beeea9b37a997f2dcd9984695465220300b7d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_099a610d-6c46-4d68-9acd-3a0283335aea"},{"id":"occ_931d79ee1080bde6b870209b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_12330a16-a304-4270-9db1-59b234541b09","section_id":"sec_b45eaf14-40fd-45fb-ad6f-201fe2081523","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"→ HBM","quote_start":0,"quote_end":5,"text_sha256":"99fe8970b6a7cfcef011bddc6ec0096276c17cf0f42b258ec3421bedd60fa433","block_sha256":"99fe8970b6a7cfcef011bddc6ec0096276c17cf0f42b258ec3421bedd60fa433","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_12330a16-a304-4270-9db1-59b234541b09"},{"id":"occ_05d0d7a13caaa09df58feeb4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_16c9fef4-1f30-4766-b686-8991a6c77a92","section_id":"sec_15818bb3-79e4-4b7a-8d61-958ad831d47c","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Base Die――HBM Stack下部のLogic Die。  \nDRAM DieとGPU/XPU間の通信や制御を担うLogic部分。","quote_start":0,"quote_end":73,"text_sha256":"9cc6abfe37d03e9d832dda5ea92f975df061eea524034eef4eeff9c83445d138","block_sha256":"9cc6abfe37d03e9d832dda5ea92f975df061eea524034eef4eeff9c83445d138","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_16c9fef4-1f30-4766-b686-8991a6c77a92"},{"id":"occ_d58630793301f6f881722392","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_20513925-f02a-4332-a81f-9c6b9216d97d","section_id":"sec_7f8d1791-53bd-4d4c-9f2e-9a81a5515bd0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":62,"end":65,"exact":"HBM","quote":"emory Shortage――必要な種類のMemoryだけ不足する状態。  \n市場全体では供給があっても最新HBMやDDR6など特定製品だけ不足する。","quote_start":7,"quote_end":83,"text_sha256":"29b2555411fe0b16115d3b256db7398b3e762ce6d47b5e997a0fd5016f8ca90d","block_sha256":"29b2555411fe0b16115d3b256db7398b3e762ce6d47b5e997a0fd5016f8ca90d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_20513925-f02a-4332-a81f-9c6b9216d97d"},{"id":"occ_29213ae9bb6c250cb82052b7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_38e2391d-b975-4f7f-b755-0d0e00e07e24","section_id":"sec_0c51423c-1d59-4816-adbf-03f8ec8d1056","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"## 41．Memory御三家はHBM以外の第二のAI需要を得る","quote_start":0,"quote_end":32,"text_sha256":"d52e642ac035a8021ce7ff541a130a9a99488d9c72e8ce2776626eac750dfb53","block_sha256":"d52e642ac035a8021ce7ff541a130a9a99488d9c72e8ce2776626eac750dfb53","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_38e2391d-b975-4f7f-b755-0d0e00e07e24"},{"id":"occ_ab1db86aae69d0839509b2a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_515162ad-f9e6-4ea2-b98f-88a38b700791","section_id":"sec_b45eaf14-40fd-45fb-ad6f-201fe2081523","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"これはHBMではない。","quote_start":0,"quote_end":11,"text_sha256":"416c3d36dcf00e054421be3ccd43c1881f39c2775cb7ffb4d2bad524e46b42bd","block_sha256":"416c3d36dcf00e054421be3ccd43c1881f39c2775cb7ffb4d2bad524e46b42bd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_515162ad-f9e6-4ea2-b98f-88a38b700791"},{"id":"occ_fbd63a8916eb91eccb16be77","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_5d3b7638-7b0c-4ef7-a2f3-55e5ab55bf05","section_id":"sec_ee030aed-a5e0-4a43-8b6d-81840aa1d4ba","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"もしこのArchitectureが数十億人へ広がるなら、AI SupercycleはGPUとHBMだけのものではなくなる。","quote_start":0,"quote_end":61,"text_sha256":"79d8ef464b69441110d7248145e8240365cdcdc92f771d9d98ae977ad322f1fc","block_sha256":"79d8ef464b69441110d7248145e8240365cdcdc92f771d9d98ae977ad322f1fc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_5d3b7638-7b0c-4ef7-a2f3-55e5ab55bf05"},{"id":"occ_05866bc97af49cb8c11deafe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_616910ff-3ae8-4af9-b4fa-231d4787a3c4","section_id":"sec_07b824df-94cb-41d3-bb23-3f7af275a3c1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"Memory Hierarchy――記憶階層。  \nSRAM、HBM、DDR、SSD、HDDなど速度と価格の違うMemoryを階層利用する設計。","quote_start":0,"quote_end":72,"text_sha256":"a221820f1cee3cb4db259e3899b2ff41ed09a8f435031c2b4e8ca6b3dada6ce5","block_sha256":"a221820f1cee3cb4db259e3899b2ff41ed09a8f435031c2b4e8ca6b3dada6ce5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_616910ff-3ae8-4af9-b4fa-231d4787a3c4"},{"id":"occ_d7b7c2a94fdc313ed261e11b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_62e50308-6cd4-48f8-a096-f69a16651731","section_id":"sec_0c51423c-1d59-4816-adbf-03f8ec8d1056","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"**考えるAIではHBMが売れ、行動するAIではDDR/NANDが売れる。**","quote_start":0,"quote_end":39,"text_sha256":"2b8b124859db47aef207c4e9231d2863f65e3c5e031f285af81a1e9b6c381322","block_sha256":"2b8b124859db47aef207c4e9231d2863f65e3c5e031f285af81a1e9b6c381322","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_62e50308-6cd4-48f8-a096-f69a16651731"},{"id":"occ_2f19e88680015a3434b73347","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_6420f583-56a2-42e9-8666-88df5f2fa97c","section_id":"sec_6a38e5f2-4f33-485b-bdcb-ca2c05f032c4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_6420f583-56a2-42e9-8666-88df5f2fa97c"},{"id":"occ_87afd51a86d09b8eff7d15f3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_643ca935-ceb9-4ece-8a40-e7545fb94d05","section_id":"sec_15818bb3-79e4-4b7a-8d61-958ad831d47c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Base Die――AI Memory Logic。","quote_start":0,"quote_end":30,"text_sha256":"6e96d279f6322b444a7e0d114fe94b456f46b423aab8d07972fcfe4c757b659d","block_sha256":"6e96d279f6322b444a7e0d114fe94b456f46b423aab8d07972fcfe4c757b659d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_643ca935-ceb9-4ece-8a40-e7545fb94d05"},{"id":"occ_d5e189cdd8b15df03a1a1b46","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_75d3c1a0-6c6f-4b96-a8f4-a4b58df511bb","section_id":"sec_4601bd03-cbfd-4e6e-ab2b-133632f96d3f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"Brain AIDCがHBMを大量に使う。","quote_start":0,"quote_end":21,"text_sha256":"9040d7f0c469328de2c98a93c23e197510df5de5936163801dcb3b774bba930b","block_sha256":"9040d7f0c469328de2c98a93c23e197510df5de5936163801dcb3b774bba930b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_75d3c1a0-6c6f-4b96-a8f4-a4b58df511bb"},{"id":"occ_4e7178f5a058ded788b2fda9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_9087fd5b-dcb4-4057-975f-cdc58b4582b4","section_id":"sec_2280fde9-f5c3-4585-9b5a-a8ac563f7621","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"AI時代はHBMだけでなくHDDにも追い風になり得る。","quote_start":0,"quote_end":27,"text_sha256":"4a0c2581a4c5a64f6325d36a80f0e73931f0e614af2998abfb592535ddcc195a","block_sha256":"4a0c2581a4c5a64f6325d36a80f0e73931f0e614af2998abfb592535ddcc195a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_9087fd5b-dcb4-4057-975f-cdc58b4582b4"},{"id":"occ_5c6fb8a0aac1f36542d9d922","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_964713b9-7302-42f8-a7f8-76761bd0d4ca","section_id":"sec_4601bd03-cbfd-4e6e-ab2b-133632f96d3f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"Memory MakerはHBMへWafer Capacityを割り当てる。","quote_start":0,"quote_end":38,"text_sha256":"10ea1b8185c25dbd66b03069efae39a2226b99950c3e48c6c0817b92fab0d825","block_sha256":"10ea1b8185c25dbd66b03069efae39a2226b99950c3e48c6c0817b92fab0d825","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_964713b9-7302-42f8-a7f8-76761bd0d4ca"},{"id":"occ_bcad65c8e5c831e1cda77908","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_9a310968-b26b-4e9c-8b30-027a93955b42","section_id":"sec_6a36aec6-16cf-4f4b-a124-9d6e144a495f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":42,"end":45,"exact":"HBM","quote":"Advanced Packaging――先端半導体Package。  \n複数DieやHBMを高密度接続し一つのSystemとして動かす技術。","quote_start":0,"quote_end":70,"text_sha256":"64adb824aba903e92451a3ae4fdddcd2a39998265646422de5a9b6cb27b7e5e3","block_sha256":"64adb824aba903e92451a3ae4fdddcd2a39998265646422de5a9b6cb27b7e5e3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_9a310968-b26b-4e9c-8b30-027a93955b42"},{"id":"occ_8bb4ccba1e17c15703a6f78e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_9ce5c3ca-5e00-4e75-b6b2-aaa122b513be","section_id":"sec_07a4322b-6c55-4bad-bab9-5c4274bc9eb4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM――High Bandwidth Memory、高帯域Memory。  \nGPU/XPUの近くへ配置し、大量Dataを高速に供給する高性能DRAM。","quote_start":0,"quote_end":77,"text_sha256":"241d3a334fe6a93321babbc0ea93918f62270d94e8b98dd5e092bacf6ed38f68","block_sha256":"241d3a334fe6a93321babbc0ea93918f62270d94e8b98dd5e092bacf6ed38f68","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_9ce5c3ca-5e00-4e75-b6b2-aaa122b513be"},{"id":"occ_65b5d0535284888ac2dad50c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_a6f73799-ea7d-47e4-9f9c-ab557144c196","section_id":"sec_2e18bf70-ca0b-4842-b05f-cf5c48114053","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"Conventional Memory――通常Memory。  \nHBM以外のDDR、LPDDR、NANDなど一般用途Memoryを指す。","quote_start":0,"quote_end":69,"text_sha256":"a766f8e2e21cef337043697f94ffbe65c54d8476a799dfd8ed0a658eb105336a","block_sha256":"a766f8e2e21cef337043697f94ffbe65c54d8476a799dfd8ed0a658eb105336a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_a6f73799-ea7d-47e4-9f9c-ab557144c196"},{"id":"occ_5f63b97b884b48726816d0f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_b216db7d-61cf-4903-9dc0-22a117b2ca8d","section_id":"sec_6a36aec6-16cf-4f4b-a124-9d6e144a495f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"ただしGPUと違ってHBMや巨大CoWoS Packageが必須ではない。","quote_start":0,"quote_end":37,"text_sha256":"49e11b640b5ea0d2a391209813c34617492a77a66a1d6959237afc37629274ff","block_sha256":"49e11b640b5ea0d2a391209813c34617492a77a66a1d6959237afc37629274ff","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_b216db7d-61cf-4903-9dc0-22a117b2ca8d"},{"id":"occ_4b65bf1da603d6df61fc9fa3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_b921b794-69a3-411d-ac6a-fe0a391d20af","section_id":"sec_7f8d1791-53bd-4d4c-9f2e-9a81a5515bd0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"HBM5――最新HBM：  \n不足。","quote_start":0,"quote_end":18,"text_sha256":"120dd949f3e5826d36adead9ce6e9b6cd1593a0034dcdcfe4de7c3a14e412191","block_sha256":"120dd949f3e5826d36adead9ce6e9b6cd1593a0034dcdcfe4de7c3a14e412191","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_b921b794-69a3-411d-ac6a-fe0a391d20af"},{"id":"occ_0051161e08ae527e6ae11f29","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_c1e28bd2-9e49-4ba8-beaa-451b7b0de06d","section_id":"sec_7f8d1791-53bd-4d4c-9f2e-9a81a5515bd0","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4――前世代High-end HBM：  \n供給改善。","quote_start":0,"quote_end":30,"text_sha256":"0dc4aecfe1b7c9914fc851a432a6f452b736835ce0d9080e2ff26275f108c3fc","block_sha256":"0dc4aecfe1b7c9914fc851a432a6f452b736835ce0d9080e2ff26275f108c3fc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_c1e28bd2-9e49-4ba8-beaa-451b7b0de06d"},{"id":"occ_b3da57c2aad6752d68bffc06","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_c3dad320-b301-4e2b-9021-d35bcb2c0850","section_id":"sec_ee030aed-a5e0-4a43-8b6d-81840aa1d4ba","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"Samsung――DRAM・NAND・HBM。","quote_start":0,"quote_end":23,"text_sha256":"28779b69c055a6350eec020e5176bec3aca34930d102b6dff5868d59eb2813f3","block_sha256":"28779b69c055a6350eec020e5176bec3aca34930d102b6dff5868d59eb2813f3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_c3dad320-b301-4e2b-9021-d35bcb2c0850"},{"id":"occ_3aee50e034059fcfc913216c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_c9550c52-8b8c-44c4-ade7-d65617dca78d","section_id":"sec_ee030aed-a5e0-4a43-8b6d-81840aa1d4ba","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"Micron――DDR・NAND・HBM。","quote_start":0,"quote_end":21,"text_sha256":"960971256498576d9908bc114be1c318ff48485ba65b438a4152805764c984e8","block_sha256":"960971256498576d9908bc114be1c318ff48485ba65b438a4152805764c984e8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_c9550c52-8b8c-44c4-ade7-d65617dca78d"},{"id":"occ_9602e69ef3144f30eeed120f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_cabed260-3b9b-416f-b81e-b480ff35ca5d","section_id":"sec_6a36aec6-16cf-4f4b-a124-9d6e144a495f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"CoWoS――Chip-on-Wafer-on-Substrate。  \nGPU/XPUとHBMを高密度接続するTSMCの先端Packaging技術。","quote_start":0,"quote_end":75,"text_sha256":"12e89d12bb600497db059b46e2120316078b9413cea5272d9d7c90339e8a4c62","block_sha256":"12e89d12bb600497db059b46e2120316078b9413cea5272d9d7c90339e8a4c62","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_cabed260-3b9b-416f-b81e-b480ff35ca5d"},{"id":"occ_fd1df5112631484574fc0ed9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_da10c869-8fd1-4b4d-a5be-ffcb8f3dfa50","section_id":"sec_a4909176-1514-4045-af1a-bb7e4319469c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"2026～27年は、依然としてGPU、HBM、DRAM、Powerなどの不足が強い。","quote_start":0,"quote_end":42,"text_sha256":"6880eec8e6af1463c780abba7bb277e287f5052dc6f9619dfdbd0e2c288d3207","block_sha256":"6880eec8e6af1463c780abba7bb277e287f5052dc6f9619dfdbd0e2c288d3207","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_da10c869-8fd1-4b4d-a5be-ffcb8f3dfa50"},{"id":"occ_374aae968a7edc8c4f3b7a76","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_fa201286-1c52-41f2-9f3d-2209d60d0c50","section_id":"sec_0c51423c-1d59-4816-adbf-03f8ec8d1056","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"Brain AIDC  \n→ HBM","quote_start":0,"quote_end":18,"text_sha256":"97d6f0e597d3d031c9a7317f4d3a01e05978e47e058f1e8cd3678dce195e4326","block_sha256":"97d6f0e597d3d031c9a7317f4d3a01e05978e47e058f1e8cd3678dce195e4326","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_fa201286-1c52-41f2-9f3d-2209d60d0c50"},{"id":"occ_29744a4b196cc06050005915","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad","block_id":"blk_fe8d0d57-790a-4ccb-ad59-cfa65f0bda8b","section_id":"sec_6a36aec6-16cf-4f4b-a124-9d6e144a495f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM/CoWoS需要**","quote_start":0,"quote_end":15,"text_sha256":"7d5c4ca06f8af2fb018156f4814ab0c711b01a52cabbfe5d2aa11992f9f0cadc","block_sha256":"7d5c4ca06f8af2fb018156f4814ab0c711b01a52cabbfe5d2aa11992f9f0cadc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646/#blk_fe8d0d57-790a-4ccb-ad59-cfa65f0bda8b"},{"id":"occ_b33a8514731c7425cb5b0402","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_05747273-0e3c-4f6e-9050-5b8343811e8c","section_id":"sec_2152a33a-43a3-472e-a86d-55aac6bef18f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"```\nSRAM / Cache\n     ↓\nHBM\n     ↓\nHost DRAM\n     ↓\nShared memory pool\n     ↓\nNVMe\n     ↓\nDistributed KV store\n```","quote_start":0,"quote_end":114,"text_sha256":"665f04d717bfe94b043ce7f2db8f5b28672d5e4c4478ba9f7a6de013bf7a6a6c","block_sha256":"665f04d717bfe94b043ce7f2db8f5b28672d5e4c4478ba9f7a6de013bf7a6a6c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_05747273-0e3c-4f6e-9050-5b8343811e8c"},{"id":"occ_12411c57f1940e1ec9c128ba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_05867e37-6d47-4ebd-97b9-8e5a7d24637c","section_id":"sec_a5d01ce1-2a34-4c9f-b478-3cc5d356250a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"**総HBM消費ではNVIDIAが圧倒的に大きい。**","quote_start":0,"quote_end":27,"text_sha256":"97003d81487fbc36370a5dd93bac3297bda5f69265cbe2aa7dbd3fe057cd1fc2","block_sha256":"97003d81487fbc36370a5dd93bac3297bda5f69265cbe2aa7dbd3fe057cd1fc2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_05867e37-6d47-4ebd-97b9-8e5a7d24637c"},{"id":"occ_101c7500129af5ec0e252b1f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_06bc687e-74cc-44ba-adb0-08e61e38065d","section_id":"sec_9da8f025-d76e-4378-ae9a-fc18c4de8d7f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"を一つのパッケージへ統合している。CPUとGPUが同じHBM poolを共有する。 ([AMD Instinct](https://instinct.docs.amd.com/projects/amdgpu-docs/en/latest/gpu-partiti","quote_start":0,"quote_end":130,"text_sha256":"972ad6b8eb34acd846fa3fb60365d66d66d366ccc4783ca1e47875bcd430e198","block_sha256":"972ad6b8eb34acd846fa3fb60365d66d66d366ccc4783ca1e47875bcd430e198","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_06bc687e-74cc-44ba-adb0-08e61e38065d"},{"id":"occ_a4b7df5c918343df57c5c7bf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_09498035-7f06-47fb-bc04-d7723e4eeb99","section_id":"sec_fbee8c09-c7fb-43d6-9d2b-340666eaafd4","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"```\nCPU\n+\ncustom XPU\n+\nHBM\n+\nD2D\n```","quote_start":0,"quote_end":36,"text_sha256":"e954157ac108068684fed58ae2efbb0200b0f3dec26ce080fe6ef4fda0a7d471","block_sha256":"e954157ac108068684fed58ae2efbb0200b0f3dec26ce080fe6ef4fda0a7d471","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_09498035-7f06-47fb-bc04-d7723e4eeb99"},{"id":"occ_545b23a03ed99c8b238a6b47","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_0b4e492a-e8a7-49d5-a9f7-5915f53de0a4","section_id":"sec_a47b734d-c096-42e5-bcfd-d6fd11d13f6f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"を持つ。144個のTrainium3で20.7TB HBMのUltraServerを構成する。 ([Amazon Web Services, Inc.](https://aws.amazon.com/ai/machine-learning/trainium/","quote_start":0,"quote_end":129,"text_sha256":"12e87e786aacb312c92b687e95a2fda387e4b251f9c3581f52b72cdf7d1df32c","block_sha256":"12e87e786aacb312c92b687e95a2fda387e4b251f9c3581f52b72cdf7d1df32c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_0b4e492a-e8a7-49d5-a9f7-5915f53de0a4"},{"id":"occ_82bf4bbf6dd251dda5c342b6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_0c6dc93a-4e7a-4fbb-a271-ff5eaf4c3c57","section_id":"sec_9da8f025-d76e-4378-ae9a-fc18c4de8d7f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":96,"end":99,"exact":"HBM","quote":"/ CDNA\n      +\nchiplet\n      +\nInfinity Fabric\n      +\nHBM integration\n      +\n3D stacking\n      +\nPensando\n      +\nROCm\n      +\nSemi-Custom\n```","quote_start":41,"quote_end":185,"text_sha256":"b830f9226b6b5121a46b7e9a33b6b5e336557df0e22ebd2997dfd605da3e1319","block_sha256":"b830f9226b6b5121a46b7e9a33b6b5e336557df0e22ebd2997dfd605da3e1319","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_0c6dc93a-4e7a-4fbb-a271-ff5eaf4c3c57"},{"id":"occ_4af260627c76077c54bfab4b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_0d4a6b3f-d58a-48e7-89f0-1b2a84fa4193","section_id":"sec_46c52456-d7c9-4f0d-ae28-b76358f12643","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"そしてHBMも、","quote_start":0,"quote_end":8,"text_sha256":"ed760a824b85f14934fdb62888aec8637db5843a531bb75715facdf4a957e3fe","block_sha256":"ed760a824b85f14934fdb62888aec8637db5843a531bb75715facdf4a957e3fe","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_0d4a6b3f-d58a-48e7-89f0-1b2a84fa4193"},{"id":"occ_28feb93a1393fb781e6aaa81","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_1087f9f3-7962-4aff-bd44-1ef88f169881","section_id":"sec_518f1f7c-ffb8-48bf-96e9-5a47ee4f2aef","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"## Google×AMD観測から見えるCPU・HBM・ラック・供給制約の再編","quote_start":0,"quote_end":39,"text_sha256":"e52a8e1ff0dfb9fe50c7e6834f6c8df5b0c3bcfbc183003d6a41782587026f17","block_sha256":"e52a8e1ff0dfb9fe50c7e6834f6c8df5b0c3bcfbc183003d6a41782587026f17","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_1087f9f3-7962-4aff-bd44-1ef88f169881"},{"id":"occ_a18be526c225f2effd77bf9c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_1228cefd-6d87-40bc-9d2f-a76bbc89bb55","section_id":"sec_9e42a9ba-6438-438e-a622-93da794eb9b1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"## ② MI300A型Unified HBM","quote_start":0,"quote_end":23,"text_sha256":"3041918c47b2f6dc5e47425eae967410886fdb3364e78cd7d9c905e906f3cf1b","block_sha256":"3041918c47b2f6dc5e47425eae967410886fdb3364e78cd7d9c905e906f3cf1b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_1228cefd-6d87-40bc-9d2f-a76bbc89bb55"},{"id":"occ_c03c51b00a0667db32882e55","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_123a2c87-0cbf-4133-aeb1-abc1d8db52dd","section_id":"sec_c3d150b4-8e2d-411d-9b80-2c8c9ca33e68","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"のHBMが、主要AI acceleratorの**2026年新規出荷分**だけに載る計算になる。","quote_start":0,"quote_end":48,"text_sha256":"f745e483e33fd83e7406dffff37e784f6a61990bdb9591c8790b52c011da5b03","block_sha256":"f745e483e33fd83e7406dffff37e784f6a61990bdb9591c8790b52c011da5b03","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_123a2c87-0cbf-4133-aeb1-abc1d8db52dd"},{"id":"occ_a98201f29e13f7e3aa4fdb71","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_1841fc62-58b5-4af0-b61d-184c43b52c59","section_id":"sec_46c52456-d7c9-4f0d-ae28-b76358f12643","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"> **限られたlogic wafer、HBM wafer、CoWoS、電力、ネットワークから、最も多くの有効tokenを作れるAI Factoryを構築できるか**","quote_start":0,"quote_end":83,"text_sha256":"6ef23108e137fdbf953b49e672b6c68b4c85fc0739ce596f79cbb1d86d4a337b","block_sha256":"6ef23108e137fdbf953b49e672b6c68b4c85fc0739ce596f79cbb1d86d4a337b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_1841fc62-58b5-4af0-b61d-184c43b52c59"},{"id":"occ_f518885490152a2de9216d5f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_203871d0-a34b-47ed-ae1c-b316a33c42dc","section_id":"sec_46c52456-d7c9-4f0d-ae28-b76358f12643","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":"み合わせると、主要AI acceleratorだけで年間約**20～28Eb、中心値約24Eb、約3EB相当のHBM**を新規搭載する可能性がある。","quote_start":17,"quote_end":91,"text_sha256":"e43f0f87b2f2ca6dff1ab1c201f4107fd5b6113dcab00678e601dcfc547071ec","block_sha256":"e43f0f87b2f2ca6dff1ab1c201f4107fd5b6113dcab00678e601dcfc547071ec","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_203871d0-a34b-47ed-ae1c-b316a33c42dc"},{"id":"occ_8a5cedd01e27dace5e666135","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_20646338-56dd-460e-9bf6-bbf2401edba2","section_id":"sec_ed2853a7-2295-4389-9a49-222e39e3770d","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"```\nCPU cores\n+\nASIC/XPU\n+\nSRAM\n+\n大量HBM\n+\nmulti-die\n```","quote_start":0,"quote_end":55,"text_sha256":"352a61386ddea9d50b3b315fd5e77fa97ecfa13a2d2c9f71f73559728646cfed","block_sha256":"352a61386ddea9d50b3b315fd5e77fa97ecfa13a2d2c9f71f73559728646cfed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_20646338-56dd-460e-9bf6-bbf2401edba2"},{"id":"occ_6406810216d3763df5cc35de","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_20dff07f-63de-4c85-b626-ce5e191579bc","section_id":"sec_9e42a9ba-6438-438e-a622-93da794eb9b1","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":26,"end":30,"exact":"HBM3","quote":"```\nCPU ─┐\n     ├── 128GB HBM3\nGPU ─┘\n```","quote_start":0,"quote_end":41,"text_sha256":"d53c1d19da893edc5626ff30c5b57e4b453efbdb3615d3c94265feca0012b140","block_sha256":"d53c1d19da893edc5626ff30c5b57e4b453efbdb3615d3c94265feca0012b140","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_20dff07f-63de-4c85-b626-ce5e191579bc"},{"id":"occ_7721d2592ad6ddda917b8a4e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_25ac14f7-5e8b-4269-a9e0-d8730232eda1","section_id":"sec_cc5f89ad-2dbd-45c4-b684-ff800162d8a6","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"TrendForceも2027年HBM bit shipmentについて前年比50～60％程度の成長を予想しながら、Rubin UltraのHBM configuration削減を報じている。つまり「per-GPU削減」と「HBM市場成長","quote_start":0,"quote_end":119,"text_sha256":"1a3a65e042cacee2dc29f0dfb343fa27343b99b7f4baa5ccd3f1b3977c4d3699","block_sha256":"1a3a65e042cacee2dc29f0dfb343fa27343b99b7f4baa5ccd3f1b3977c4d3699","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_25ac14f7-5e8b-4269-a9e0-d8730232eda1"},{"id":"occ_fd1c5fc6000a1dc716296f19","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_2ca09972-aaa7-4cc9-bd49-dc8abeba8863","section_id":"sec_85712812-67ce-4096-acf9-ace5586373eb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"CPU＋GPU＋HBM＋NVLink","quote_start":0,"quote_end":18,"text_sha256":"abd348c67564ddd525cc0634ec85bdbe7cbfe59f17d0ff3a64c9ab420f4972e4","block_sha256":"abd348c67564ddd525cc0634ec85bdbe7cbfe59f17d0ff3a64c9ab420f4972e4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_2ca09972-aaa7-4cc9-bd49-dc8abeba8863"},{"id":"occ_2d42e79360748413da7a00a6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_2e5c2d4a-e2be-44a1-92d5-0a2d9da21b30","section_id":"sec_c14ec96f-8dc9-423d-96a7-68f92e6169b4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":"le自身もIronwood上のQwen 3.5最適化で、decode-heavy workloadでは実性能がHBM bandwidth rooflineに強く近づくことを示している。 ([Google Developers Blog](https://developers.googleblog.com/syste","quote_start":4,"quote_end":162,"text_sha256":"47a001ee3cddcaaada4d843b4705e456d698c30517e1b4f5bc9544f329a48e62","block_sha256":"47a001ee3cddcaaada4d843b4705e456d698c30517e1b4f5bc9544f329a48e62","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_2e5c2d4a-e2be-44a1-92d5-0a2d9da21b30"},{"id":"occ_1e4c2771019542fc72f04b61","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_2f5c516d-133e-4fb3-9e2a-4859a067a1c1","section_id":"sec_a6dd0732-8c0d-486d-8ac3-fe8fc0cfb143","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4ではlogic base dieの役割も大きくなり、将来的なHBM5 20-Hiでは、stack height、I/O density、thermalの制約からHybrid Bondingを使う方向が","quote_start":0,"quote_end":104,"text_sha256":"5d932f414d91ff24c1b9c14ab5b5af4134dc4f72b518ac2a1506b3fe6b29e8b0","block_sha256":"5d932f414d91ff24c1b9c14ab5b5af4134dc4f72b518ac2a1506b3fe6b29e8b0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_2f5c516d-133e-4fb3-9e2a-4859a067a1c1"},{"id":"occ_0e713a740ba060e58300aaf4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_345aaea0-85c8-4485-b558-582fad79260f","section_id":"sec_9da8f025-d76e-4378-ae9a-fc18c4de8d7f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":88,"end":91,"exact":"HBM","quote":"─────┐\n                 │\n                 ├── Unified HBM\n                 │\nCDNA GPU ────────┘\n```","quote_start":33,"quote_end":133,"text_sha256":"08b7eaf0e6c558a5f44630994a5c6b600fff1016c8b8072685885637c4dfc415","block_sha256":"08b7eaf0e6c558a5f44630994a5c6b600fff1016c8b8072685885637c4dfc415","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_345aaea0-85c8-4485-b558-582fad79260f"},{"id":"occ_f07c470d5a4d1d5997fb7306","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_36b64f43-e809-43d6-ae8b-fd07c258e2d5","section_id":"sec_d014c782-1ddf-45e0-b20f-14d7e0f1b240","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"```\n従来\n\nCPU\n │ PCIe\n │\nASIC + HBM\n```","quote_start":0,"quote_end":37,"text_sha256":"8230fd72c62f1c845c87dd9c550159882920f903d95991b2828084000e7a41e7","block_sha256":"8230fd72c62f1c845c87dd9c550159882920f903d95991b2828084000e7a41e7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_36b64f43-e809-43d6-ae8b-fd07c258e2d5"},{"id":"occ_6c4e61c08650997785b234b1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_3825f0d6-cc8d-4eeb-9f8f-d6c63bc8b529","section_id":"sec_3507b738-5337-4662-b205-109370db662f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"```\nL1  GPU HBM\n      ↓\nL2  Host DRAM\n      ↓\nL3  Shared memory pool\n      ↓\nL4  SSD\n```","quote_start":0,"quote_end":88,"text_sha256":"3906576fc7b2e81d3bce01871c65e3ff83b5b7211e90eabea3f7f18f29adcf1b","block_sha256":"3906576fc7b2e81d3bce01871c65e3ff83b5b7211e90eabea3f7f18f29adcf1b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_3825f0d6-cc8d-4eeb-9f8f-d6c63bc8b529"},{"id":"occ_f9d6f98261004abfe63563a5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_38c6e35d-6bf1-4784-9bbb-73730e00cbd1","section_id":"sec_0c351ad2-1d5e-480f-9129-246869e92387","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"つまり余分なHBMは、","quote_start":0,"quote_end":11,"text_sha256":"39b88547476a5b228cbc6ede9fb45ea190a1540ec79c69a2b4576e771119f2a8","block_sha256":"39b88547476a5b228cbc6ede9fb45ea190a1540ec79c69a2b4576e771119f2a8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_38c6e35d-6bf1-4784-9bbb-73730e00cbd1"},{"id":"occ_89acdfaa964a0d26b3bd4b7c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_3c65cf58-15c5-41e2-9ef2-a6ebd8f268e3","section_id":"sec_c3d150b4-8e2d-411d-9b80-2c8c9ca33e68","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"## 41．主要AI acceleratorの2026年HBM bit consumption","quote_start":0,"quote_end":47,"text_sha256":"7f270be16788533fe31f9915d36ad3a965a369bbfd40e120b58b0d64f729ec3c","block_sha256":"7f270be16788533fe31f9915d36ad3a965a369bbfd40e120b58b0d64f729ec3c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_3c65cf58-15c5-41e2-9ef2-a6ebd8f268e3"},{"id":"occ_ec5c3e34a698709b9337a6a8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_3d9f64b5-f71f-4b47-8dc0-2a85882e9554","section_id":"sec_de8a0e0c-cf68-442a-b23b-e4158d0fba48","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"Google TPU v7**単独**で、Rubin世代の年間HBM需要に匹敵する。","quote_start":0,"quote_end":42,"text_sha256":"5c86f1316caa2e670fd85daca7b84be6b640f996674e8de9c5ae89a221a4118d","block_sha256":"5c86f1316caa2e670fd85daca7b84be6b640f996674e8de9c5ae89a221a4118d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_3d9f64b5-f71f-4b47-8dc0-2a85882e9554"},{"id":"occ_fd0634ba8aeaacfc65ffc318","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_3e2af699-deaa-44a1-bed9-c701bb08caf6","section_id":"sec_1a49558d-5674-4050-af4c-857bb54b6d7c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"MI300世代から特に目立つのは、演算量だけではなく**HBM容量を猛烈に増やしていること**である。","quote_start":0,"quote_end":51,"text_sha256":"d734e7a5b9f62a44a19c145985bb647dbcbfa838d3adb2e06d431711d28b39de","block_sha256":"d734e7a5b9f62a44a19c145985bb647dbcbfa838d3adb2e06d431711d28b39de","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_3e2af699-deaa-44a1-bed9-c701bb08caf6"},{"id":"occ_a5c1d9384b00a17ab3eaf401","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_3ec33040-0242-4c76-ae81-e9dc8c31f496","section_id":"sec_b07f486d-bb1d-4747-af29-b7c8518a27fd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 14．HBMはAMDが50％多い","quote_start":0,"quote_end":19,"text_sha256":"8ecafc5f198015feba72a2eb684772741dfd1069f877cec3aee3b865be0048ae","block_sha256":"8ecafc5f198015feba72a2eb684772741dfd1069f877cec3aee3b865be0048ae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_3ec33040-0242-4c76-ae81-e9dc8c31f496"},{"id":"occ_e8b6d1548da1d0557ed367e2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_3f479b50-ab84-49e5-8faf-358087cf5096","section_id":"sec_ed2853a7-2295-4389-9a49-222e39e3770d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":101,"end":105,"exact":"HBM4","quote":"ectX-9\n- BlueField-4\n- Spectrum-X / Quantum-X\n- 20.7TB HBM4","quote_start":46,"quote_end":105,"text_sha256":"b77600e8435985867fdbb545bf784dc95075b9212476605ab83e73c70368d224","block_sha256":"b77600e8435985867fdbb545bf784dc95075b9212476605ab83e73c70368d224","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_3f479b50-ab84-49e5-8faf-358087cf5096"},{"id":"occ_f348bd3d7b5c79e644a3aae5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_40b107cc-3971-4177-b63b-47b58a8296fa","section_id":"sec_4b99b9b1-0592-453e-b2e0-e98fb16f12d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"**1.5倍のGPU**へHBMを配れる。","quote_start":0,"quote_end":21,"text_sha256":"e586387065b3291769ceb5ab02cc594134a7a918892368cf134cb053796a3016","block_sha256":"e586387065b3291769ceb5ab02cc594134a7a918892368cf134cb053796a3016","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_40b107cc-3971-4177-b63b-47b58a8296fa"},{"id":"occ_f7a2397e1dd570a8f67281ca","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_478dd001-90b1-49f8-b158-b91851a64496","section_id":"sec_0362385c-d012-493a-8831-36e083a4cb8e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"一方HBM bandwidthは、","quote_start":0,"quote_end":17,"text_sha256":"3f8e6282052685e057b77b337a28ff1636bf9f8078429b555ff8584e3c4e26c0","block_sha256":"3f8e6282052685e057b77b337a28ff1636bf9f8078429b555ff8584e3c4e26c0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_478dd001-90b1-49f8-b158-b91851a64496"},{"id":"occ_aaff51f3ee5c6797658eb32a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_4922f315-dd47-4e46-a6aa-72973c41bb67","section_id":"sec_d014c782-1ddf-45e0-b20f-14d7e0f1b240","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":56,"end":59,"exact":"HBM","quote":" SRAMを増やす\n- **CPU coresをXPUに組み込む**\n- multi-die化する\n- 大量のHBMを載せる","quote_start":1,"quote_end":63,"text_sha256":"9c277ecbda0cf7b95711a763afb26371da07ad850dbf9c9eb97494680d4ddd23","block_sha256":"9c277ecbda0cf7b95711a763afb26371da07ad850dbf9c9eb97494680d4ddd23","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_4922f315-dd47-4e46-a6aa-72973c41bb67"},{"id":"occ_98906a0015be585157ce7d6e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_4a298ad3-c825-4a0a-a3f1-13d280a2de2b","section_id":"sec_e1cf4d82-2955-44b1-9409-3917f23b0527","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"> **Google TPUだけで世界の主要AI accelerator向けHBMの2割弱**","quote_start":0,"quote_end":47,"text_sha256":"d8411a3f84cec85fcc960ae73d4a3a5850e4f6bbc93ba60d6e0139c0e26d835b","block_sha256":"d8411a3f84cec85fcc960ae73d4a3a5850e4f6bbc93ba60d6e0139c0e26d835b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_4a298ad3-c825-4a0a-a3f1-13d280a2de2b"},{"id":"occ_cedaa3e79ad6e5945f9064dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_4ade38a1-4fc2-451c-89d3-230ae890df97","section_id":"sec_694a934c-3b67-44af-8455-ca953dd7bf11","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":18,"end":23,"exact":"HBM4E","quote":"これは**AMDの発表仕様ではなく、HBM4E roadmapから見た技術的シナリオ**である。","quote_start":0,"quote_end":48,"text_sha256":"5baf8f78e6b314378efa9a6a8ecc928cfac969e3356407caf917d304e10abb9e","block_sha256":"5baf8f78e6b314378efa9a6a8ecc928cfac969e3356407caf917d304e10abb9e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_4ade38a1-4fc2-451c-89d3-230ae890df97"},{"id":"occ_1cd60fec1edf0c06993bc3db","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_4d797f35-d399-4d64-965d-cc9bf72b8124","section_id":"sec_6a3dab77-8f77-435e-8fea-14cecbb713ba","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"したがって正確なHBM bit出荷量にはmix assumptionsが必要になる。","quote_start":0,"quote_end":42,"text_sha256":"ce87f66920e28c4d936daef3f5cab9de558db3ca6e1e53813e7546b2654dd918","block_sha256":"ce87f66920e28c4d936daef3f5cab9de558db3ca6e1e53813e7546b2654dd918","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_4d797f35-d399-4d64-965d-cc9bf72b8124"},{"id":"occ_ba820435e96ef3202a32eaa3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_4f0e1176-e552-4488-923d-366e1e7c3143","section_id":"sec_cc5f89ad-2dbd-45c4-b684-ff800162d8a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"なら、1GPU当たりHBMを33％減らしても、","quote_start":0,"quote_end":23,"text_sha256":"7957eea56402cdbdd6e526a9aba60929207856bc462791804cff7a8998e8e263","block_sha256":"7957eea56402cdbdd6e526a9aba60929207856bc462791804cff7a8998e8e263","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_4f0e1176-e552-4488-923d-366e1e7c3143"},{"id":"occ_8e3cba705cf48206e0cb97b1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_4f1b255f-f931-4054-a6ad-718297d1fee1","section_id":"sec_de8a0e0c-cf68-442a-b23b-e4158d0fba48","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM bitではどちらも、","quote_start":0,"quote_end":14,"text_sha256":"5fe96fb1d4d887bc299255269461d594a11d44838dec5f605a14525db0f431b0","block_sha256":"5fe96fb1d4d887bc299255269461d594a11d44838dec5f605a14525db0f431b0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_4f1b255f-f931-4054-a6ad-718297d1fee1"},{"id":"occ_ee123f3fa6be8035d7d26268","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_517a67ca-f2ae-4bff-86e1-3554e4f0ad63","section_id":"sec_150bc079-5788-4b20-a26b-12cd91825c13","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM需要の源泉として見れば、Broadcomはすでに非常に大きい。","quote_start":0,"quote_end":34,"text_sha256":"5126176d8d94b80d840032a3e3d8fdae64b70011cba47b6b7898204b89858943","block_sha256":"5126176d8d94b80d840032a3e3d8fdae64b70011cba47b6b7898204b89858943","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_517a67ca-f2ae-4bff-86e1-3554e4f0ad63"},{"id":"occ_92b63518cd070f7d4b4fd793","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_53b753bc-d0da-4634-9729-1c2104ffee27","section_id":"sec_518f1f7c-ffb8-48bf-96e9-5a47ee4f2aef","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":57,"end":60,"exact":"HBM","quote":"**AIアクセラレータを「GPUやASICという一枚のチップ」として考える時代から、CPU・XPU・SRAM・HBM・ネットワーク・ストレージを一つの計算機として設計する時代への移行**","quote_start":2,"quote_end":95,"text_sha256":"7e06bad37de5f9ed995601a246dd12076901b47079e0f373ed6ec4e1cd236929","block_sha256":"7e06bad37de5f9ed995601a246dd12076901b47079e0f373ed6ec4e1cd236929","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_53b753bc-d0da-4634-9729-1c2104ffee27"},{"id":"occ_42e8548f66e4d7bc20e57c48","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_590b3f7c-1681-4451-b5ff-5375bec0bcbe","section_id":"sec_7d386a01-b5fa-4ff6-bf06-d0d4f8c5572b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"> 全メモリがHBMと同じ22TB/sで読めること","quote_start":0,"quote_end":25,"text_sha256":"544db6513116d5a08d99510c9959cebc370b1e9f39b4798699d37875eb787bec","block_sha256":"544db6513116d5a08d99510c9959cebc370b1e9f39b4798699d37875eb787bec","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_590b3f7c-1681-4451-b5ff-5375bec0bcbe"},{"id":"occ_0ceffe9c373ddc5269130c6f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_5adf7e70-dec8-45c1-b87a-95875025f46d","section_id":"sec_a8b8a28d-d4e9-4032-b96a-0b43f51a6362","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMにはmodel weightsだけでなく、","quote_start":0,"quote_end":24,"text_sha256":"59cd4d6702da129f04b0af58ee0a2b900a43be6402cb8628c464bfc70b41b25b","block_sha256":"59cd4d6702da129f04b0af58ee0a2b900a43be6402cb8628c464bfc70b41b25b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_5adf7e70-dec8-45c1-b87a-95875025f46d"},{"id":"occ_24e5905f144938019b23ad83","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_5b3a3a62-6ddf-4f58-836d-2e923d63fcc7","section_id":"sec_cc5f89ad-2dbd-45c4-b684-ff800162d8a6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM総需要は33％増える。**","quote_start":0,"quote_end":18,"text_sha256":"da7e03937f6fefa323c252ccd1bd2672a16b32b7616872e54677ff7bb209924b","block_sha256":"da7e03937f6fefa323c252ccd1bd2672a16b32b7616872e54677ff7bb209924b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_5b3a3a62-6ddf-4f58-836d-2e923d63fcc7"},{"id":"occ_9b2dfcb564972fb729ad2bfb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_5c78ee3c-74c3-4ec3-ba06-1fd4f8d343de","section_id":"sec_3b518a4e-8d64-4a03-a478-e8cca2cc2c3b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"までで、MI500のHBM容量はまだ未発表である。 ([Advanced Micro Devices, Inc.](https://ir.amd.com/news-events/press-releases/detail/12","quote_start":0,"quote_end":113,"text_sha256":"875c6cf7b9727636861090fa18d6d58dd54a22b545cd630b3d2c460bd909bdb3","block_sha256":"875c6cf7b9727636861090fa18d6d58dd54a22b545cd630b3d2c460bd909bdb3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_5c78ee3c-74c3-4ec3-ba06-1fd4f8d343de"},{"id":"occ_1f7ab41073b14a91d3fcbca0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_5ed6d068-83e5-44b5-bb9a-65901b7e55ea","section_id":"sec_3507b738-5337-4662-b205-109370db662f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"> HBMを増やす","quote_start":0,"quote_end":9,"text_sha256":"4445608d4b37af64d0136b7dbb20bc9f583d89fbe527aaa60d53ef234868bc21","block_sha256":"4445608d4b37af64d0136b7dbb20bc9f583d89fbe527aaa60d53ef234868bc21","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_5ed6d068-83e5-44b5-bb9a-65901b7e55ea"},{"id":"occ_5a68d1657cfdbc9b8ee86667","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_6461c8a1-3910-41c1-93d5-25ec0ab406b7","section_id":"sec_bbd1d463-36b3-4eea-b9b1-bf037d604601","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"CPU＋Custom ASIC＋HBM＋D2D","quote_start":0,"quote_end":23,"text_sha256":"4f53167950740a554b17f874a945cbf5a8f27a643d0b75a1925c0c9a45dd883e","block_sha256":"4f53167950740a554b17f874a945cbf5a8f27a643d0b75a1925c0c9a45dd883e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_6461c8a1-3910-41c1-93d5-25ec0ab406b7"},{"id":"occ_5040bda1b5424bd421870671","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_6933acc7-6675-4e06-8656-24bdbe683117","section_id":"sec_f2778985-8934-4c0e-9b1b-5aa188b47e93","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 45．HBM/acceleratorだけを見ると真実を見失う","quote_start":0,"quote_end":33,"text_sha256":"749c6d8a95536bd59d7827a5cc38f9021fa7fe6eafe42efbcd7a16e90c5e6a48","block_sha256":"749c6d8a95536bd59d7827a5cc38f9021fa7fe6eafe42efbcd7a16e90c5e6a48","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_6933acc7-6675-4e06-8656-24bdbe683117"},{"id":"occ_70c01b256c308d9b5917097c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_6a9e4b2a-b857-49fc-9e1f-0303cfdbba8a","section_id":"sec_2152a33a-43a3-472e-a86d-55aac6bef18f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"> MI500はHBMを576GBへ増やすのか","quote_start":0,"quote_end":23,"text_sha256":"6f7365e5d97d1618ee6ec297e6ce098c09eb41c35c216f8cb79971bdb3d082e5","block_sha256":"6f7365e5d97d1618ee6ec297e6ce098c09eb41c35c216f8cb79971bdb3d082e5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_6a9e4b2a-b857-49fc-9e1f-0303cfdbba8a"},{"id":"occ_caa127d1a34aa1cce5361d85","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_6fa7d259-c63b-435d-b3cf-918ff20e446e","section_id":"sec_a5d01ce1-2a34-4c9f-b478-3cc5d356250a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"170万GPU × 8 HBM stacks","quote_start":0,"quote_end":22,"text_sha256":"6fe2b3bdef7fd089722eabe93441764f2596697c7cf23a46dc446d66afbcfbe1","block_sha256":"6fe2b3bdef7fd089722eabe93441764f2596697c7cf23a46dc446d66afbcfbe1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_6fa7d259-c63b-435d-b3cf-918ff20e446e"},{"id":"occ_2cbcb7e57d6727a0f0e639b3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_70667700-75dd-419a-a5a1-eeaecf1a63c8","section_id":"sec_8494b0fc-d0f4-47d5-9fcd-18ddc561a4c2","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"```\nchiplet\n+\nchiplet\n+\nHBM\n+\nnetwork\n```","quote_start":0,"quote_end":41,"text_sha256":"d65b9d83d16a48cb252b527e8be84b57bb5b3f1029cec7129798307478088762","block_sha256":"d65b9d83d16a48cb252b527e8be84b57bb5b3f1029cec7129798307478088762","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_70667700-75dd-419a-a5a1-eeaecf1a63c8"},{"id":"occ_596a4de24568eb7e0d46b8c0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_708986ca-6836-47e9-9449-e9b2e31ac66a","section_id":"sec_9e42a9ba-6438-438e-a622-93da794eb9b1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":25,"end":29,"exact":"HBM3","quote":"MI300AはCPUとGPUそのものが128GB HBM3を共有する。","quote_start":0,"quote_end":35,"text_sha256":"0afd189c20b610b5124a1bac60db3f3c0189775e30bdafc0f10335937597ef2b","block_sha256":"0afd189c20b610b5124a1bac60db3f3c0189775e30bdafc0f10335937597ef2b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_708986ca-6836-47e9-9449-e9b2e31ac66a"},{"id":"occ_0c9cfa9b8ea506eadecb1984","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_70acfc75-0b8d-4a5c-937d-f6f2719e036c","section_id":"sec_be7432ee-b8ab-4e6f-aa50-3c2cce8d1635","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":127,"end":130,"exact":"HBM","quote":"  ↓\ndicing\n    ↓\nAdvanced Packaging\nCoWoS / SoIC\n    ↓\nHBM\n    ↓\nsubstrate\n    ↓\nNIC / switch\n    ↓\nrack\n```","quote_start":72,"quote_end":180,"text_sha256":"30b60cf023144d2efb466c743854b13e11b3353f0a085959d44fd6d48a07b8e1","block_sha256":"30b60cf023144d2efb466c743854b13e11b3353f0a085959d44fd6d48a07b8e1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_70acfc75-0b8d-4a5c-937d-f6f2719e036c"},{"id":"occ_92c57dd19af35c72e5e15c11","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_71ce1643-3404-4e5d-ab6a-6de4e8229a50","section_id":"sec_9da8f025-d76e-4378-ae9a-fc18c4de8d7f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":68,"end":72,"exact":"HBM3","quote":"U cores\n- 228 CDNA 3 GPU Compute Units\n- 128GB Unified HBM3","quote_start":13,"quote_end":72,"text_sha256":"73c2f155828d0c7cb971fc7f570f4ca4b364aefa2076a192de2410f40d15e4b3","block_sha256":"73c2f155828d0c7cb971fc7f570f4ca4b364aefa2076a192de2410f40d15e4b3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_71ce1643-3404-4e5d-ab6a-6de4e8229a50"},{"id":"occ_b19f3e50e4e84fb6644270b8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_74455833-a29d-4da9-993e-889eb61e753b","section_id":"sec_de8a0e0c-cf68-442a-b23b-e4158d0fba48","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"## 35．Google TPUだけでRubinとほぼ同量のHBMを食う","quote_start":0,"quote_end":36,"text_sha256":"bbd7b3bea2913399214ba37eb29c5dad921abaa7481b0438ee3e8d2dd206bdac","block_sha256":"bbd7b3bea2913399214ba37eb29c5dad921abaa7481b0438ee3e8d2dd206bdac","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_74455833-a29d-4da9-993e-889eb61e753b"},{"id":"occ_e4f1103b4234415e6d0c3b18","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_74be8ea4-bbd4-40b6-b0fa-32692e6fffe5","section_id":"sec_ecb85b00-ffcc-4338-84bf-fc30489671c7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"> **ほぼ同じ帯域密度のまま、ローカルHBM容量を50％増やしたこと**","quote_start":0,"quote_end":37,"text_sha256":"5d87ef93dd5284ce1e6d2bcc1ce98bae8b50df532de21176cc45ef051fa94ba9","block_sha256":"5d87ef93dd5284ce1e6d2bcc1ce98bae8b50df532de21176cc45ef051fa94ba9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_74be8ea4-bbd4-40b6-b0fa-32692e6fffe5"},{"id":"occ_1468fb5bdee44c3c91ae6041","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_774b7598-3ce9-4f56-9fb1-077bf4770e68","section_id":"sec_0c351ad2-1d5e-480f-9129-246869e92387","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"総GPU数量がNVIDIAより小さい限り、1GPU当たりHBMを贅沢に載せても、必要なHBM総量はNVIDIAより小さい。","quote_start":0,"quote_end":61,"text_sha256":"e8d773188b7f0da9dd0e43e699acda0c912682b740a7a19e03f348930db68e65","block_sha256":"e8d773188b7f0da9dd0e43e699acda0c912682b740a7a19e03f348930db68e65","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_774b7598-3ce9-4f56-9fb1-077bf4770e68"},{"id":"occ_e8097bc2b389f74bc73a925e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_775a9557-7813-4646-a4dc-cf21f2889403","section_id":"sec_7d386a01-b5fa-4ff6-bf06-d0d4f8c5572b","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"```\nGPU HBM\n ↓\nCPU DRAM\n ↓\nNVMe\n```","quote_start":0,"quote_end":35,"text_sha256":"12e5d4ca3ab924d9607ac05daf20d732cc200a1c4502ba5e4626a557b04995f8","block_sha256":"12e5d4ca3ab924d9607ac05daf20d732cc200a1c4502ba5e4626a557b04995f8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_775a9557-7813-4646-a4dc-cf21f2889403"},{"id":"occ_1914d8863204f3979e5cdc0f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_78411efd-f3a7-4dbe-ab90-1a3b33de6c62","section_id":"sec_150bc079-5788-4b20-a26b-12cd91825c13","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"のHBM bit consumptionにBroadcomが関与している可能性がある。","quote_start":0,"quote_end":43,"text_sha256":"9cf1ad3f82eaace3d608f629bd79c9c7b805d7ce697bbf7abd752bb098e661c8","block_sha256":"9cf1ad3f82eaace3d608f629bd79c9c7b805d7ce697bbf7abd752bb098e661c8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_78411efd-f3a7-4dbe-ab90-1a3b33de6c62"},{"id":"occ_8ea4390036c17b1f163a5c2d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_785c816f-11bf-4622-8922-584fd2f06fed","section_id":"sec_c0dfd6b2-66ae-4fb3-a9ba-af512f28c67c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"とすると同じHBMを二回数えてしまう。","quote_start":0,"quote_end":19,"text_sha256":"3be412c045381fbeaacfccfaf98bba570ed8f4d11d610c17f0b15947886c8b9f","block_sha256":"3be412c045381fbeaacfccfaf98bba570ed8f4d11d610c17f0b15947886c8b9f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_785c816f-11bf-4622-8922-584fd2f06fed"},{"id":"occ_e88fd2bf8bd1f55469c7d21c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_7be6d648-6351-440d-9a25-519fb2252685","section_id":"sec_67a05859-484e-4efc-b459-755bc6dbaac2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"ほどHBMはwafer-intensiveである。","quote_start":0,"quote_end":25,"text_sha256":"086791a9be0081b7e268656608e9848346af7be1c2d5cf685e58669d1d83acba","block_sha256":"086791a9be0081b7e268656608e9848346af7be1c2d5cf685e58669d1d83acba","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_7be6d648-6351-440d-9a25-519fb2252685"},{"id":"occ_5cb77b471ac109f24a9a9061","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_7d63b2c0-2c7c-4ec5-829e-8f61a42ae254","section_id":"sec_0a9f188a-75ff-4ea7-9452-faa3ec17295f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"さらにHBMを作るためにはSamsung、SK hynix、Micron側の**DRAM front-end wafer**も必要である。","quote_start":0,"quote_end":69,"text_sha256":"e9fab69835d642869b389e325badee77449bd41a87a94066eccd2aff53edf4a9","block_sha256":"e9fab69835d642869b389e325badee77449bd41a87a94066eccd2aff53edf4a9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_7d63b2c0-2c7c-4ec5-829e-8f61a42ae254"},{"id":"occ_3b42f4334e1d5c845de70865","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_7e5cedbb-6b9f-4997-80ca-6f2ed962656a","section_id":"sec_67a05859-484e-4efc-b459-755bc6dbaac2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"TrendForceによればHBM向けwafer投入は、主要DRAMメーカーの総DRAM wafer inputに対して、","quote_start":0,"quote_end":61,"text_sha256":"97d7e0eb6e60dd15e773ff987d2534b6fbf70f8e3ab6058791702fcb63556d2e","block_sha256":"97d7e0eb6e60dd15e773ff987d2534b6fbf70f8e3ab6058791702fcb63556d2e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_7e5cedbb-6b9f-4997-80ca-6f2ed962656a"},{"id":"occ_1f4a5831c5e07131d217c85d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_7eb8b2bc-052e-4004-b529-6c695e95d41b","section_id":"sec_a6dd0732-8c0d-486d-8ac3-fe8fc0cfb143","layer":"code","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"```\n第1段階\nCPU ─ PCIe ─ GPU ─ HBM\n\n        ↓\n\n第2段階\nGPU chiplet + HBM\n同一package\n\n        ↓\n\n第3段階\nCPU + GPU/XPU + HBM\n同一package\n\n      ","quote_start":0,"quote_end":131,"text_sha256":"8cd72d44a03ec42ce91aa18cb80f1518b2c5201bd0c3bb15bc2b8a651333f114","block_sha256":"8cd72d44a03ec42ce91aa18cb80f1518b2c5201bd0c3bb15bc2b8a651333f114","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_7eb8b2bc-052e-4004-b529-6c695e95d41b"},{"id":"occ_369a449dab0b775e3ea12d9d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_833dde4c-eb68-46a1-be4e-889a6de7311a","section_id":"sec_08999046-086e-4e63-a25c-c55a78d92ed6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"CPU＋GPU＋HBM","quote_start":0,"quote_end":11,"text_sha256":"e7ed9bb83fdda8ecfd1b4ee3043a79b0ec3270f651ae894ec27aa11093af803d","block_sha256":"e7ed9bb83fdda8ecfd1b4ee3043a79b0ec3270f651ae894ec27aa11093af803d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_833dde4c-eb68-46a1-be4e-889a6de7311a"},{"id":"occ_4604aca69f46eae794753939","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_87ce932c-630d-4faa-a848-a577c4b02e8b","section_id":"sec_1a49558d-5674-4050-af4c-857bb54b6d7c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"MI300AではCPU・GPU・HBMのunificationまで実現した。 ([AMD](https://www.amd.com/en/technologies/cdna.html?utm_source=chatgpt.com))","quote_start":0,"quote_end":116,"text_sha256":"d1d918f98a97840b6a8137da0a21fb835719d6d28506dbf778acf443b1ee7427","block_sha256":"d1d918f98a97840b6a8137da0a21fb835719d6d28506dbf778acf443b1ee7427","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_87ce932c-630d-4faa-a848-a577c4b02e8b"},{"id":"occ_5ec615dff61dbb4d37d7b1d5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_88a99792-86d5-4a1b-adf3-7aa670d2f5c0","section_id":"sec_3507b738-5337-4662-b205-109370db662f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"## 12．そしてAMDはもう「HBMだけで解決する」設計ではない","quote_start":0,"quote_end":33,"text_sha256":"b5e4c85d77f2c5c791043535dff9759d3bc1eefa1f2cc7635fdc1e988451ee02","block_sha256":"b5e4c85d77f2c5c791043535dff9759d3bc1eefa1f2cc7635fdc1e988451ee02","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_88a99792-86d5-4a1b-adf3-7aa670d2f5c0"},{"id":"occ_7e28a7a0c23b2ec3437b77ea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_8c145c2c-0dc2-4e4c-9aa7-1164c0308e4e","section_id":"sec_f07d2e34-88a3-46bb-a63b-6bccdaa69bb7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"## 23．ここで一つの疑問が出る――なぜAMDはHBMを増やし、NVIDIAは減らそうとしているのか","quote_start":0,"quote_end":51,"text_sha256":"aa26e64d8d55a491738fa1bad2bf13c8554907c0e70ae1b97244815d59433a7c","block_sha256":"aa26e64d8d55a491738fa1bad2bf13c8554907c0e70ae1b97244815d59433a7c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_8c145c2c-0dc2-4e4c-9aa7-1164c0308e4e"},{"id":"occ_b11d217413c1b81315b15024","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_8c8cc567-822e-4c4d-8fda-ae2c74077436","section_id":"sec_59324f39-0124-44e9-8cf7-d0e4341e97f0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"**他社ASIC＋CPU＋HBM＋advanced packaging**","quote_start":0,"quote_end":37,"text_sha256":"db50e57aa08abd8fa76ed4363d1cc3f024bd170e75a17b406b11bbdc168ee80a","block_sha256":"db50e57aa08abd8fa76ed4363d1cc3f024bd170e75a17b406b11bbdc168ee80a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_8c8cc567-822e-4c4d-8fda-ae2c74077436"},{"id":"occ_32ce1fae64ce3b54ed9a9459","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_8cd22df9-03dc-47aa-b08a-0a9afdbdc99d","section_id":"sec_67a05859-484e-4efc-b459-755bc6dbaac2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"一方HBMが占めるDRAM bit supplyは、","quote_start":0,"quote_end":26,"text_sha256":"2e8e48a0b82fffed3853bd5902a62613fee9c816c78fe90d117b98c21b211ddc","block_sha256":"2e8e48a0b82fffed3853bd5902a62613fee9c816c78fe90d117b98c21b211ddc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_8cd22df9-03dc-47aa-b08a-0a9afdbdc99d"},{"id":"occ_175e86e2081c7ad444bd3bec","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_8ead8f87-99ea-4e3a-b007-ebdf32d32c19","section_id":"sec_8494b0fc-d0f4-47d5-9fcd-18ddc561a4c2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":76,"end":79,"exact":"HBM","quote":"既にdual-chiplet architectureを採用しており、2つのchipletそれぞれが96GB HBMを持つ構造になっている。Google公式documentでも、この設計は製造効率とcost effectivenessを改善するためだと説明されている。 ([Google Cloud Document","quote_start":21,"quote_end":179,"text_sha256":"c8224781364ac5c0ed4f7dad3392617d1d4a3089129bfcf8f7164949bbabaada","block_sha256":"c8224781364ac5c0ed4f7dad3392617d1d4a3089129bfcf8f7164949bbabaada","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_8ead8f87-99ea-4e3a-b007-ebdf32d32c19"},{"id":"occ_9f9bae10b14c6607dea9ce5b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_91627bbe-8ce3-4e2b-b04c-429f3bc21d48","section_id":"sec_d014c782-1ddf-45e0-b20f-14d7e0f1b240","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":126,"end":129,"exact":"HBM","quote":"     │\n│ SRAM / Cache       │\n│ I/O die            │\n│ HBM × 多数         │\n└────────────────────┘\n```","quote_start":71,"quote_end":171,"text_sha256":"5e45c0b66a60844f21ff9fa66c8ed9147d9725842e7201a1e2232a296eb901c7","block_sha256":"5e45c0b66a60844f21ff9fa66c8ed9147d9725842e7201a1e2232a296eb901c7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_91627bbe-8ce3-4e2b-b04c-429f3bc21d48"},{"id":"occ_0c6cb0ed73213cc11a5b2a41","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_953265b9-7b50-4f04-a224-3780e787bf83","section_id":"sec_703339dc-3335-41fe-aab7-62b79b090a0f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"```\nGPU utilization      100％\nHBM bandwidth         95％\nMatrix unit active    35％\n```","quote_start":0,"quote_end":85,"text_sha256":"c35d9a6039922dd4fbf4b8e30eee0545145e86e1cd27f941923ac6cbef654f06","block_sha256":"c35d9a6039922dd4fbf4b8e30eee0545145e86e1cd27f941923ac6cbef654f06","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_953265b9-7b50-4f04-a224-3780e787bf83"},{"id":"occ_d9ae1b4af9832c709c81c607","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_97b7e7e1-f361-4ff7-adae-4f558bf4cb95","section_id":"sec_9da8f025-d76e-4378-ae9a-fc18c4de8d7f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"```\nGoogle TPU\n     +\nCPU\n     +\nHBM\n```","quote_start":0,"quote_end":40,"text_sha256":"9cbc5df6ba891581705c2433090b549ee4db844d617bc14ec6f733b8bda10e51","block_sha256":"9cbc5df6ba891581705c2433090b549ee4db844d617bc14ec6f733b8bda10e51","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_97b7e7e1-f361-4ff7-adae-4f558bf4cb95"},{"id":"occ_8b11ab839a0a78fbc2a19702","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_97dc9206-fa00-4a28-aff3-960d067dd1c3","section_id":"sec_2d795b2c-07f1-4d50-b1a5-bb6a04127ed4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"MI455XはRubinの1.5倍、TPUの2.25倍のHBMを使う。","quote_start":0,"quote_end":35,"text_sha256":"f2665e790dd2424fb06315db865ad3ffde85bcb1bdc95422c679c17f3e3e96d5","block_sha256":"f2665e790dd2424fb06315db865ad3ffde85bcb1bdc95422c679c17f3e3e96d5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_97dc9206-fa00-4a28-aff3-960d067dd1c3"},{"id":"occ_0e6aa71c2e84aec668c1f725","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_9a72818d-b844-4df7-acc4-5a4d372df983","section_id":"sec_f07d2e34-88a3-46bb-a63b-6bccdaa69bb7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":44,"end":47,"exact":"HBM","quote":"さらにVera側のSOCAMM容量もLPDDR5X供給制約から削減する方向だという。最終HBM仕様はまだ決まっていない。 ([TrendForce](https://www.trendforce.com/presscenter/news/20260804-13166.html?utm_sour","quote_start":0,"quote_end":147,"text_sha256":"68aaf6665df515fa658c46e36edd0bda96fcb91a51184aaa6428329f92ad69cd","block_sha256":"68aaf6665df515fa658c46e36edd0bda96fcb91a51184aaa6428329f92ad69cd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_9a72818d-b844-4df7-acc4-5a4d372df983"},{"id":"occ_f5f4e3b772ea5fdd91833ffd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_a88e7eeb-12f4-43c0-890a-78b1cbbce64d","section_id":"sec_b07f486d-bb1d-4747-af29-b7c8518a27fd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"MI455XはRubinより**50％多いHBM**を持つ。","quote_start":0,"quote_end":30,"text_sha256":"e91c39253a189692f0134072a8573d5864f927571c0ce7a4fe66561eb1a2e318","block_sha256":"e91c39253a189692f0134072a8573d5864f927571c0ce7a4fe66561eb1a2e318","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_a88e7eeb-12f4-43c0-890a-78b1cbbce64d"},{"id":"occ_8d411655f6db286709ce9c86","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_a990ace7-baef-4457-bc06-6b55c9a20665","section_id":"sec_2152a33a-43a3-472e-a86d-55aac6bef18f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"## 28．しかしAMDは同時にHBM依存を減らす","quote_start":0,"quote_end":25,"text_sha256":"3264b96679bb12b8015c1f4404a237147101bfb4a124d1737c2a0a14e7a977f1","block_sha256":"3264b96679bb12b8015c1f4404a237147101bfb4a124d1737c2a0a14e7a977f1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_a990ace7-baef-4457-bc06-6b55c9a20665"},{"id":"occ_960bd84ec43680108475e601","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_ad9906c0-259d-4930-929d-38caa06c6dec","section_id":"sec_46c52456-d7c9-4f0d-ae28-b76358f12643","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":63,"end":66,"exact":"HBM","quote":"はBlackwellまで加えれば依然として圧倒的だが、その巨大なvolumeゆえに、Rubin UltraではHBMやSOCAMMを減らしてでも完成GPU数を最大化する必要が出てくる。","quote_start":8,"quote_end":100,"text_sha256":"b3aa092e3534a388d0241d01dfb759eaabbfafa92d1922f2f8f9ff07f8080ecb","block_sha256":"b3aa092e3534a388d0241d01dfb759eaabbfafa92d1922f2f8f9ff07f8080ecb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_ad9906c0-259d-4930-929d-38caa06c6dec"},{"id":"occ_a943f0b948c5ffb334f4fead","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_b39af9e7-4e1d-4a2f-83cc-4ec68ea22b7d","section_id":"sec_703339dc-3335-41fe-aab7-62b79b090a0f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"- Matrix/Tensor unit utilization\n- HBM bandwidth utilization\n- occupancy\n- interconnect utilization\n- power utilization\n- MFU\n- TTFT\n- ITL","quote_start":0,"quote_end":138,"text_sha256":"7e46307de8102b5725e01af0792bd1cbedd93a3d662ec2186e8a78cef7e90ef9","block_sha256":"7e46307de8102b5725e01af0792bd1cbedd93a3d662ec2186e8a78cef7e90ef9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_b39af9e7-4e1d-4a2f-83cc-4ec68ea22b7d"},{"id":"occ_ead2cbefd98a7f0240fc9680","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_b420a459-df72-48bb-b8d7-cd1aade9bac9","section_id":"sec_46c52456-d7c9-4f0d-ae28-b76358f12643","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"その中でGoogle TPU単独が約4.15Ebに達し、Rubin単独とほぼ同じHBM bitを消費する可能性があることは象徴的だ。","quote_start":0,"quote_end":66,"text_sha256":"ab153e6299eb8b4ea1360d3294ad7c0d05556c80644841fea1150827ab73f58c","block_sha256":"ab153e6299eb8b4ea1360d3294ad7c0d05556c80644841fea1150827ab73f58c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_b420a459-df72-48bb-b8d7-cd1aade9bac9"},{"id":"occ_9404e55f0e926cf965a91a3b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_b60ff1c0-1584-45ad-935e-5c7f71a46702","section_id":"sec_0c351ad2-1d5e-480f-9129-246869e92387","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"```\n432GB HBM\n+\n高Scale-Out\n+\nopen UALink\n+\n低tokens/$\n```","quote_start":0,"quote_end":56,"text_sha256":"5d7352ab61d93d168df56ced5751851459de0100d2067b0a0043b4fc8d84663e","block_sha256":"5d7352ab61d93d168df56ced5751851459de0100d2067b0a0043b4fc8d84663e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_b60ff1c0-1584-45ad-935e-5c7f71a46702"},{"id":"occ_c98328daf0b3708463a5d47f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_b719ec60-5f80-4947-ae26-20c24f74d663","section_id":"sec_0ab2f2e4-ad59-48a7-a068-bf29107155c6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"216～288GB級HBMを仮定すると、","quote_start":0,"quote_end":20,"text_sha256":"e34b8bbe1a8c08dfbd903e207105b84c97dd1d42d9b3b5e28cccb0f29a148965","block_sha256":"e34b8bbe1a8c08dfbd903e207105b84c97dd1d42d9b3b5e28cccb0f29a148965","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_b719ec60-5f80-4947-ae26-20c24f74d663"},{"id":"occ_e332ce09274e6a9faf3dec1e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_ba49a904-d476-4578-83a5-d5a7b6dbdbbb","section_id":"sec_e6ed05d9-c70c-4f5c-83b5-65aa2a40ef85","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## 47．NVIDIAのHBM削減はHBM需要減少を意味しない","quote_start":0,"quote_end":32,"text_sha256":"d09c40dfc89b939020d05b2540301e0c4906a20a96bd0f4b6105a7eee2d3e817","block_sha256":"d09c40dfc89b939020d05b2540301e0c4906a20a96bd0f4b6105a7eee2d3e817","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_ba49a904-d476-4578-83a5-d5a7b6dbdbbb"},{"id":"occ_fec014a812fa07ed8eea6184","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_bcbecab2-4295-463c-9f97-d704c3169fe4","section_id":"sec_2e20e913-8e76-4a7b-9b36-0101d653884f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"## 38．AMDのHBM bit consumption","quote_start":0,"quote_end":29,"text_sha256":"34e690642ecd08b88ed85f1657d41b14f23fc981c0489adbbb221a615861f0a8","block_sha256":"34e690642ecd08b88ed85f1657d41b14f23fc981c0489adbbb221a615861f0a8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_bcbecab2-4295-463c-9f97-d704c3169fe4"},{"id":"occ_e3f14913b32c3b5567d4b345","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_c0f5dcdb-69c0-4ffb-aaa4-a43a381ab6b0","section_id":"sec_46c52456-d7c9-4f0d-ae28-b76358f12643","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM、CPU DRAM、CXL memory、NVMe、external KV cacheを階層化しながら、本当にhotなデータだけを最速memoryへ置く。","quote_start":0,"quote_end":80,"text_sha256":"ce87cee0c7332d87ed2312a257830bfeef01982ff7ea9e1652e988e87cf19651","block_sha256":"ce87cee0c7332d87ed2312a257830bfeef01982ff7ea9e1652e988e87cf19651","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_c0f5dcdb-69c0-4ffb-aaa4-a43a381ab6b0"},{"id":"occ_44a78188344af0bb9c5ca2bc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_c218e7e2-39d9-438e-964d-54c55e7b1c79","section_id":"sec_46c52456-d7c9-4f0d-ae28-b76358f12643","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"AMDは反対に、まだ相対的に小さいvolumeを利用して1GPU当たり432GBという大量HBMを与え、それを差別化要因にできる。","quote_start":0,"quote_end":65,"text_sha256":"69ddeefaaa2c44e0d7f2ad68f4eb9f84e239633f0cc0f2e3677f269b2d0f8dac","block_sha256":"69ddeefaaa2c44e0d7f2ad68f4eb9f84e239633f0cc0f2e3677f269b2d0f8dac","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_c218e7e2-39d9-438e-964d-54c55e7b1c79"},{"id":"occ_77f65ff0fdd0f9bca62e26b7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_c4f3bf71-4885-4b0a-8e6a-e36c70462868","section_id":"sec_9da8f025-d76e-4378-ae9a-fc18c4de8d7f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"**他社AI ASIC＋CPU＋HBMを統合する実戦経験を積めるからだ。**","quote_start":0,"quote_end":38,"text_sha256":"52290e5442b19a1da6161739b959469431f8913856a3c16b6ecf050f2824e612","block_sha256":"52290e5442b19a1da6161739b959469431f8913856a3c16b6ecf050f2824e612","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_c4f3bf71-4885-4b0a-8e6a-e36c70462868"},{"id":"occ_f56fa8a821d00885c2fbce64","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_cf4dbdb9-5b2d-4344-81f4-2281f9912f00","section_id":"sec_4680e8c2-7a41-4201-a33d-014480025d8f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"```\nCPU\n+\nTrainium\n+\nHBM\n+\nNeuronLink\n```","quote_start":0,"quote_end":41,"text_sha256":"fa5b6412a9a42b8ca79476fea8aecff559c5a7b37ffb4c19701873a9c9fd0110","block_sha256":"fa5b6412a9a42b8ca79476fea8aecff559c5a7b37ffb4c19701873a9c9fd0110","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_cf4dbdb9-5b2d-4344-81f4-2281f9912f00"},{"id":"occ_c33c325059cef88138720e56","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_d5ac73a9-5dd9-47ea-be75-955f5b09e114","section_id":"sec_c14ec96f-8dc9-423d-96a7-68f92e6169b4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"このためMI455Xの432GB HBMは、","quote_start":0,"quote_end":22,"text_sha256":"e9fc0372195898fb79a89954eeebbc2d80993d0d7aad35a186eaaeb1cf2af489","block_sha256":"e9fc0372195898fb79a89954eeebbc2d80993d0d7aad35a186eaaeb1cf2af489","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_d5ac73a9-5dd9-47ea-be75-955f5b09e114"},{"id":"occ_c8382629a0d33c0bd3c0aba2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_d5e29cd8-5092-409d-b440-094414fc74b6","section_id":"sec_72cc1c92-3dfa-40cc-85bb-4bad87aa09d6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"AMDは反対に、強力なx86 EPYCを少ないsocket数で使い、GPU側へ大量HBMを与える。","quote_start":0,"quote_end":49,"text_sha256":"3f5fdc9044588214e141c00a941f27cbf5cefe901702d907349be87b067f372e","block_sha256":"3f5fdc9044588214e141c00a941f27cbf5cefe901702d907349be87b067f372e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_d5e29cd8-5092-409d-b440-094414fc74b6"},{"id":"occ_b062424a2cb7f6923c5c3c5c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_d6225a54-5c3a-493c-983d-248a415fdc1a","section_id":"sec_f07d2e34-88a3-46bb-a63b-6bccdaa69bb7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"世界的にDRAM/HBMが不足しているなら、なぜAMDだけ432GBも積めるのか。","quote_start":0,"quote_end":41,"text_sha256":"75d0dae1afd9cdbfef68cefb4f9bca44158f83053a34726172ed89a05a5ae4c6","block_sha256":"75d0dae1afd9cdbfef68cefb4f9bca44158f83053a34726172ed89a05a5ae4c6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_d6225a54-5c3a-493c-983d-248a415fdc1a"},{"id":"occ_f36de9fc227ec97eafce5426","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_db4bbad4-1343-42ea-a89d-e5018b4a99b7","section_id":"sec_67a05859-484e-4efc-b459-755bc6dbaac2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 33．HBMは特にwaferを大量消費する","quote_start":0,"quote_end":24,"text_sha256":"dfb61d8f7928d193a4571b70b04a0c3a72e1a3b3bcdd443f1dd49a2ec1d50c55","block_sha256":"dfb61d8f7928d193a4571b70b04a0c3a72e1a3b3bcdd443f1dd49a2ec1d50c55","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_db4bbad4-1343-42ea-a89d-e5018b4a99b7"},{"id":"occ_3a647bde76ac326c9e6b01fd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_db5a0600-c510-4e1d-a40f-02548f2bc68d","section_id":"sec_b476e9fc-3d29-46e3-af16-1cb3765a7b84","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"20万GPU × 12 HBM stacks","quote_start":0,"quote_end":22,"text_sha256":"184d2e11a65ba7811d8fd669fd3f01f0c82ca61cd0cc28fedfe0f482a8da8361","block_sha256":"184d2e11a65ba7811d8fd669fd3f01f0c82ca61cd0cc28fedfe0f482a8da8361","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_db5a0600-c510-4e1d-a40f-02548f2bc68d"},{"id":"occ_aeba64e9d4f9743825da8c12","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_e340d9fb-c3f2-4273-b814-d51502604c2f","section_id":"sec_703339dc-3335-41fe-aab7-62b79b090a0f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"```\nGPU utilization      100％\nHBM bandwidth         45％\nMatrix unit active    90％\n```","quote_start":0,"quote_end":85,"text_sha256":"2f331b7724ce1bfc838b6c3b30c4cdd13038180c519b79ec0822b6e1036aa4fc","block_sha256":"2f331b7724ce1bfc838b6c3b30c4cdd13038180c519b79ec0822b6e1036aa4fc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_e340d9fb-c3f2-4273-b814-d51502604c2f"},{"id":"occ_0dd729d758e2b638ecd65c6c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_e485237c-cf1d-4fb9-a1d8-e196698fd510","section_id":"sec_0598911b-543b-4e35-bba6-658b7defdc49","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":29,"end":32,"exact":"HBM","quote":"```\nCPU\n+\nprogrammable GPU\n+\nHBM\n+\nNVLink\n```","quote_start":0,"quote_end":45,"text_sha256":"ef2be23123731ea76a6b1cf51439b9fef0b0a37be5012df17939146c584a61fc","block_sha256":"ef2be23123731ea76a6b1cf51439b9fef0b0a37be5012df17939146c584a61fc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_e485237c-cf1d-4fb9-a1d8-e196698fd510"},{"id":"occ_13140f01d37c3501a5db3004","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_e4a70275-96a7-4353-8c9f-9b622813c085","section_id":"sec_67a05859-484e-4efc-b459-755bc6dbaac2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"これは通常DRAMがHBMにcrowding-outされる理由でもある。","quote_start":0,"quote_end":36,"text_sha256":"6804a6bea7571f08065726c9517d3948256355e3738a534588f36b1ba6acd723","block_sha256":"6804a6bea7571f08065726c9517d3948256355e3738a534588f36b1ba6acd723","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_e4a70275-96a7-4353-8c9f-9b622813c085"},{"id":"occ_76cf919dbec59e0750747fe4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_e758591c-a060-42ad-86a9-6816cfabe13a","section_id":"sec_da7fd7b2-94c1-4181-80d2-6fdcc8f83249","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBMを多くする。**  \n**Scale-Outを太くする。**","quote_start":0,"quote_end":35,"text_sha256":"701f38513c9ef84d3eac3ac5a7697bb98a4cd4cfd0a247eec277578f23600dd0","block_sha256":"701f38513c9ef84d3eac3ac5a7697bb98a4cd4cfd0a247eec277578f23600dd0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_e758591c-a060-42ad-86a9-6816cfabe13a"},{"id":"occ_f581263775e9d95214a56f52","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_e8c34bd3-8f3b-41ed-816d-56c97c25305f","section_id":"sec_a47b734d-c096-42e5-bcfd-d6fd11d13f6f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":8,"end":13,"exact":"HBM3E","quote":"- 144GB HBM3E/chip\n- 4.9TB/s","quote_start":0,"quote_end":28,"text_sha256":"35d9ad9a0e764b6a676068c35f212b506741651aa4ece98abb6e9a689534d24b","block_sha256":"35d9ad9a0e764b6a676068c35f212b506741651aa4ece98abb6e9a689534d24b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_e8c34bd3-8f3b-41ed-816d-56c97c25305f"},{"id":"occ_60b125d8db308b3e93444e94","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_e986c3ee-5ac1-44a0-951c-bfd99fd00e25","section_id":"sec_14fd1bb0-94f3-4418-8b61-c3aee23c4ae4","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"```\nMI500 HBM\n   ↕\nUALink\n   ↕\nMI500 HBM\n\n     ↓\n\nEPYC\n ↕\nDDR / CXL memory\n\n     ↓\n\nPensando RDMA\n     ↓\nKV stora","quote_start":0,"quote_end":113,"text_sha256":"5ca015274d0eb58e5564b2dca1eb5b02713b108b45b7edc23b0377333a90fd04","block_sha256":"5ca015274d0eb58e5564b2dca1eb5b02713b108b45b7edc23b0377333a90fd04","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_e986c3ee-5ac1-44a0-951c-bfd99fd00e25"},{"id":"occ_c24b0fe44630eab2a4e2614f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_ec98c475-0fad-459f-b573-a59bce846180","section_id":"sec_3507b738-5337-4662-b205-109370db662f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"これはKV cacheをGPU HBMの外へ逃がすための専用tierである。 ([AMD ROCm Blog](https://rocm.blogs.amd.com/ai-software-tools-and-optimizations.","quote_start":0,"quote_end":119,"text_sha256":"3236eefcb5451f3d399ccc52408ed8b609d9fd0115207c1f2a4ae8a481012ad9","block_sha256":"3236eefcb5451f3d399ccc52408ed8b609d9fd0115207c1f2a4ae8a481012ad9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_ec98c475-0fad-459f-b573-a59bce846180"},{"id":"occ_ea761b16536fdd188a9f36a5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_efaec00d-c07c-4604-888f-79d47af05d04","section_id":"sec_0c351ad2-1d5e-480f-9129-246869e92387","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"## 26．AMDはHBMを「差別化コスト」として使える","quote_start":0,"quote_end":28,"text_sha256":"5db76e73c7cc943b7d10a2446f58702a1a12f423d56d173454f28bf09923d953","block_sha256":"5db76e73c7cc943b7d10a2446f58702a1a12f423d56d173454f28bf09923d953","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_efaec00d-c07c-4604-888f-79d47af05d04"},{"id":"occ_712eceb27e27fbd31a74f413","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_f002b009-cc88-4d70-8022-bcae409a0051","section_id":"sec_f07d2e34-88a3-46bb-a63b-6bccdaa69bb7","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":7,"end":12,"exact":"HBM4E","quote":"- 8-Hi HBM4E\n- 12-Hi HBM4\n- 8-Hi HBM4","quote_start":0,"quote_end":37,"text_sha256":"9c63bc6596d6f335c56c67148f2e815d93c35dcf35b31c1b88a4c89f5011a642","block_sha256":"9c63bc6596d6f335c56c67148f2e815d93c35dcf35b31c1b88a4c89f5011a642","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_f002b009-cc88-4d70-8022-bcae409a0051"},{"id":"occ_5d55b57bbb6209c020e85401","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_f1524a53-4304-4d76-8a07-67b0c1c3a732","section_id":"sec_f07d2e34-88a3-46bb-a63b-6bccdaa69bb7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":49,"end":54,"exact":"HBM4E","quote":"一方NVIDIAについてTrendForceは8月4日、Rubin Ultraで当初の12-Hi HBM4Eだけでなく、","quote_start":0,"quote_end":60,"text_sha256":"0179cbe9b9b719723523a6069e2815d7aae9a231630a1b460ca5ee5457ce1221","block_sha256":"0179cbe9b9b719723523a6069e2815d7aae9a231630a1b460ca5ee5457ce1221","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_f1524a53-4304-4d76-8a07-67b0c1c3a732"},{"id":"occ_1fcea60e48ee3f32d9bad506","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_f2dff458-5bfb-45ba-91c7-8b9123564107","section_id":"sec_6a3dab77-8f77-435e-8fea-14cecbb713ba","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"Blackwellは製品mixによってHBMが192～288GB程度と大きく違う。","quote_start":0,"quote_end":41,"text_sha256":"a9ba6eedce764b01b7bd0e54e4b86219786a4d180706962d18a010c65bfc4ea8","block_sha256":"a9ba6eedce764b01b7bd0e54e4b86219786a4d180706962d18a010c65bfc4ea8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_f2dff458-5bfb-45ba-91c7-8b9123564107"},{"id":"occ_c1ab95216c1751aa1275c39c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_f3b1c7aa-ec11-4111-bbec-ed338223ebb0","section_id":"sec_1a49558d-5674-4050-af4c-857bb54b6d7c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":57,"end":60,"exact":"HBM","quote":"matrix multiply\n- BF16 / FP16 / FP8 / FP4\n- HPC FP64\n- HBM\n- multi-GPU\n- AI training / inference","quote_start":2,"quote_end":98,"text_sha256":"77b4129c1142ce0d970d82c3261ac3c2488dd66ae27e5bf0ab00ee3d9fd21bb3","block_sha256":"77b4129c1142ce0d970d82c3261ac3c2488dd66ae27e5bf0ab00ee3d9fd21bb3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_f3b1c7aa-ec11-4111-bbec-ed338223ebb0"},{"id":"occ_016ff711d0af1280ef14724f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_fb35e7c5-1817-4b2f-8c29-322842283d9f","section_id":"sec_8494b0fc-d0f4-47d5-9fcd-18ddc561a4c2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"Google TPUが異常なのは単なるHBM需要量だけではない。","quote_start":0,"quote_end":32,"text_sha256":"be98a756ffdbf41b5a440e6f6083719d75b1ea4aaea274ea3569ba6e1ad7cedd","block_sha256":"be98a756ffdbf41b5a440e6f6083719d75b1ea4aaea274ea3569ba6e1ad7cedd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_fb35e7c5-1817-4b2f-8c29-322842283d9f"},{"id":"occ_84a6b0abce7b8769cfc88bd1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_fc84d559-f040-412f-b5b6-2d87ffc8552c","section_id":"sec_3b518a4e-8d64-4a03-a478-e8cca2cc2c3b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":11,"end":16,"exact":"HBM4E","quote":"ただしSamsungはHBM4Eについて、","quote_start":0,"quote_end":21,"text_sha256":"ba1c5814a1a39eacf2ca685b46f9994c61eae02177e3e6e4e6dfbb9795b81afc","block_sha256":"ba1c5814a1a39eacf2ca685b46f9994c61eae02177e3e6e4e6dfbb9795b81afc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_fc84d559-f040-412f-b5b6-2d87ffc8552c"},{"id":"occ_1f453d37b596322288073ab0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_fcb3ce68-5e37-49a9-9e4f-a283a0d1db69","section_id":"sec_cb7230b7-c6c5-4f62-b429-3ab588cb2903","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"3D/chiplet GPU＋大量HBM＋rack","quote_start":0,"quote_end":25,"text_sha256":"c72762b56b872c945e341b6e1e397e7ca6056507ffce0032483e327772e2e67d","block_sha256":"c72762b56b872c945e341b6e1e397e7ca6056507ffce0032483e327772e2e67d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_fcb3ce68-5e37-49a9-9e4f-a283a0d1db69"},{"id":"occ_b06d4504381b1b58e0b2c317","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61","block_id":"blk_fe83d78e-d13f-4f57-9eb6-9f579013bc10","section_id":"sec_93c438a4-0787-4d8b-a1e3-11e24864b716","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"> 96GBのHBMを追加した","quote_start":0,"quote_end":15,"text_sha256":"9cee22178cc484a45caa1b2c06ff3b75a70fcd2b4fe8a84af8697d227b642325","block_sha256":"9cee22178cc484a45caa1b2c06ff3b75a70fcd2b4fe8a84af8697d227b642325","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753/#blk_fe83d78e-d13f-4f57-9eb6-9f579013bc10"},{"id":"occ_9c2d547b06027a6d4a5e3fdd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_06155e53-974e-47c5-abd0-cf43ef32d02b","section_id":"sec_7a6b4d4b-d83f-48a4-96cc-b519334292bb","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"添付資料が示すように、CerebrasはHBMを使わず、HBM/CoWoS/3nmの制約を避ける一方、ほぼwafer-sizeのlogic siliconを投入する。","quote_start":0,"quote_end":83,"text_sha256":"50e82100a7557eea931863bbfb842f153872d0faebb55f9def0ca0c6d688a323","block_sha256":"50e82100a7557eea931863bbfb842f153872d0faebb55f9def0ca0c6d688a323","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_06155e53-974e-47c5-abd0-cf43ef32d02b"},{"id":"occ_7875b472c1203cc209c46bd4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_06c929ac-7899-40cf-8e90-49fdfcb3823e","section_id":"sec_ab6fe74f-f84f-43bf-8020-97079c04bd0d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"その代わりHBMを減らせるなら意味がある。","quote_start":0,"quote_end":21,"text_sha256":"e8fa26307e0321e403fa8e31dadb943ed3abfc20723bb2a4ebdc1aa3ee248a2d","block_sha256":"e8fa26307e0321e403fa8e31dadb943ed3abfc20723bb2a4ebdc1aa3ee248a2d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_06c929ac-7899-40cf-8e90-49fdfcb3823e"},{"id":"occ_7f699209897a37820f374b93","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_070d7fa2-f6b8-4b3e-9667-f3f22518ec14","section_id":"sec_cebef118-5605-4832-9c57-30bd65eba360","layer":"body","character_id":null,"count":1,"matched_aliases":["zHBM"],"evidence":{"text_basis":"markdown","start":21,"end":25,"exact":"zHBM","quote":"SamsungがFMS 2026で公開したzHBMは、","quote_start":0,"quote_end":27,"text_sha256":"e36751701a7c4b74735e4960d5ef180f61038ecf235a6be4980b538c090680e6","block_sha256":"e36751701a7c4b74735e4960d5ef180f61038ecf235a6be4980b538c090680e6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_070d7fa2-f6b8-4b3e-9667-f3f22518ec14"},{"id":"occ_39b6750a5a9eba07eb962a90","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_07bcf467-e573-4d3a-a80e-c371d3c8b573","section_id":"sec_0b7fd807-74b3-46f5-ba4d-8053a6f8b111","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4ではこれが一段重要になる。","quote_start":0,"quote_end":17,"text_sha256":"5a2e29b779e737b942e426783e305f4b3e83cb5c581f1d094db762c73121715f","block_sha256":"5a2e29b779e737b942e426783e305f4b3e83cb5c581f1d094db762c73121715f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_07bcf467-e573-4d3a-a80e-c371d3c8b573"},{"id":"occ_1f44ff27a86dc3044ca11628","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_0b8c58b6-d3d5-476c-adcf-2bf1f86cbe09","section_id":"sec_7579e079-31d3-422f-8640-f5919b82e7be","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"公開chip roadmap、第三者出荷推定、HBM仕様、die size、yield sensitivityを組み合わせたBase scenarioである。","quote_start":0,"quote_end":79,"text_sha256":"76638ab4da3b6347f3e95f3319f15e2c8518efc798ea235f2e12445dfce5bfc2","block_sha256":"76638ab4da3b6347f3e95f3319f15e2c8518efc798ea235f2e12445dfce5bfc2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_0b8c58b6-d3d5-476c-adcf-2bf1f86cbe09"},{"id":"occ_5fca7a1acdab1d91e7edea07","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_102753e9-a753-45be-864c-e2894eff1d09","section_id":"sec_809922a0-bc9f-4d55-87b0-ef8ea5c52029","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"同時にHBMは「DRAM stack」から、","quote_start":0,"quote_end":22,"text_sha256":"27d9cb53d74b43fbf7ff0793ea824fa4acfbc031f9e533e322fd0191406251a4","block_sha256":"27d9cb53d74b43fbf7ff0793ea824fa4acfbc031f9e533e322fd0191406251a4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_102753e9-a753-45be-864c-e2894eff1d09"},{"id":"occ_30d07d4a2fb8eafad0b66d44","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_10a5bdc7-1614-4d7a-9569-c0dee6aa56f1","section_id":"sec_ab6fe74f-f84f-43bf-8020-97079c04bd0d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"## 52．独自指標⑥――BDR：SRAMがHBMを本当に救っているか","quote_start":0,"quote_end":35,"text_sha256":"84a41c5a65b397724cc2b0e18db9a68aa043de5957f8351084fe67de44e31b61","block_sha256":"84a41c5a65b397724cc2b0e18db9a68aa043de5957f8351084fe67de44e31b61","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_10a5bdc7-1614-4d7a-9569-c0dee6aa56f1"},{"id":"occ_d08ef3ac6f51879deb77b919","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_10db49c8-9493-445a-b7c4-a58b295d4e85","section_id":"sec_59f04182-86b9-41b4-a998-93c1b5ae4bfb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM：","quote_start":0,"quote_end":4,"text_sha256":"aa2ac025dc1f923fe0e767b93292d9b26b0e7b8c009ac3b4d81a0b28d091c0e4","block_sha256":"aa2ac025dc1f923fe0e767b93292d9b26b0e7b8c009ac3b4d81a0b28d091c0e4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_10db49c8-9493-445a-b7c4-a58b295d4e85"},{"id":"occ_7c2a8b4cd7f4bdfc603b9914","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_1286ed6d-87fa-4970-83b4-4c91cae31801","section_id":"sec_e45236ef-86c2-4c36-b3a0-c83e1532ac4b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"しかしHBMの22TB/s級帯域には届かない。","quote_start":0,"quote_end":23,"text_sha256":"9f31241d4ce8de63a4d427fbde7d77f69693595b634308e66eb7cc8b3cd95218","block_sha256":"9f31241d4ce8de63a4d427fbde7d77f69693595b634308e66eb7cc8b3cd95218","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_1286ed6d-87fa-4970-83b4-4c91cae31801"},{"id":"occ_7a92c127cdf22c3a2755bd2f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_157f3ad2-2ad8-450b-baad-e733e59212da","section_id":"sec_a6a1b773-f55f-43ee-b308-b985bc02783e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"これが「HBMはMemoryなのにFoundry shortageを作る」理由になる。","quote_start":0,"quote_end":43,"text_sha256":"ddd0aeee6ccf7992d1df467cbe20886fd29e49265111bdcb330a2823db52a562","block_sha256":"ddd0aeee6ccf7992d1df467cbe20886fd29e49265111bdcb330a2823db52a562","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_157f3ad2-2ad8-450b-baad-e733e59212da"},{"id":"occ_f1e1cead6ef215e738e8a6e0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_1620fea7-9090-4680-9b75-38efa146b497","section_id":"sec_f001fae5-67b2-41da-84d5-56c5eb0131e3","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":9,"end":14,"exact":"HBM3E","quote":"SK hynixはHBM3Eまでは独自Base Dieだったが、HBM4からTSMC advanced logic processを採用し、CoWoS integrationまで共同最適化する。([SK hynix Newsro","quote_start":0,"quote_end":114,"text_sha256":"75e8e78d35c67716796eef83a4f73324f0643bba2828e2bcf7a1de18d730eb7b","block_sha256":"75e8e78d35c67716796eef83a4f73324f0643bba2828e2bcf7a1de18d730eb7b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_1620fea7-9090-4680-9b75-38efa146b497"},{"id":"occ_874f326c9e7bd6b223c57481","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_16ecdd8e-fae0-4eb9-ac8b-2a101e1b3cbd","section_id":"sec_9bf0a956-75b1-4adb-a6b0-e8396dffa4f9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"Samsung HBM4は、","quote_start":0,"quote_end":14,"text_sha256":"2888530a59274970f4c10522e6d714761f56e8508b0adb14c856c49b11dd39da","block_sha256":"2888530a59274970f4c10522e6d714761f56e8508b0adb14c856c49b11dd39da","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_16ecdd8e-fae0-4eb9-ac8b-2a101e1b3cbd"},{"id":"occ_16334e51dfa474920c8b6e6e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_19b5c6bf-a10c-4bc1-a8ef-466c0ce608cb","section_id":"sec_9bf0a956-75b1-4adb-a6b0-e8396dffa4f9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"## 16．なぜHBM4 Base Dieに先端Logicが必要なのか","quote_start":0,"quote_end":35,"text_sha256":"170687397c523f933daf7ef1b02e91491c7b490fcb8d9dbe68b2ae9fcfe533e1","block_sha256":"170687397c523f933daf7ef1b02e91491c7b490fcb8d9dbe68b2ae9fcfe533e1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_19b5c6bf-a10c-4bc1-a8ef-466c0ce608cb"},{"id":"occ_64241421fd0b617d238bbf69","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_1a898f0a-8795-48d3-ad18-8539e6c49ef7","section_id":"sec_bc92d00e-1516-48ac-9ea8-f40f43b04ba6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Base Die Wafer。","quote_start":0,"quote_end":19,"text_sha256":"670a81a1d49075d758454499cd302eb3838acbd3604e00d4dc708e0ce501590b","block_sha256":"670a81a1d49075d758454499cd302eb3838acbd3604e00d4dc708e0ce501590b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_1a898f0a-8795-48d3-ad18-8539e6c49ef7"},{"id":"occ_92370ec513a392f488ce8017","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_1cde0661-59be-4df9-81a2-5c19fbf9fd09","section_id":"sec_38328837-35de-4212-a737-eb339f221700","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"HBM4","quote":"432GB HBM4。","quote_start":0,"quote_end":11,"text_sha256":"bdd6b8b7dcb979341725b360b19bfe1ec132f7dae47a101e01c0ba248df61632","block_sha256":"bdd6b8b7dcb979341725b360b19bfe1ec132f7dae47a101e01c0ba248df61632","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_1cde0661-59be-4df9-81a2-5c19fbf9fd09"},{"id":"occ_ec71691ed4c1611a4aad836f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_1cffb67c-d490-4fdd-b4bf-3fa1a82100b7","section_id":"sec_222d668a-3153-4553-98dd-65a58c817a47","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは通常DRAMよりWaferを激しく食う。","quote_start":0,"quote_end":24,"text_sha256":"de15ca838be3807f4322dcfb1f4ddb69fe14b3ea81134d319692e4826c1c4b23","block_sha256":"de15ca838be3807f4322dcfb1f4ddb69fe14b3ea81134d319692e4826c1c4b23","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_1cffb67c-d490-4fdd-b4bf-3fa1a82100b7"},{"id":"occ_00b8c63a7c0838874f4a2cf1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_22c22b44-3e9c-4aaa-b8e8-b5227ad0f2f0","section_id":"sec_2b2e6c66-00d1-4634-957b-1d3a5c6d8a71","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"最も大容量のHBMを作る会社だけでも、","quote_start":0,"quote_end":19,"text_sha256":"cf076eb373d113d5203ad597ce43ccca23adf5bb9b81e80ad7639028b445b90d","block_sha256":"cf076eb373d113d5203ad597ce43ccca23adf5bb9b81e80ad7639028b445b90d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_22c22b44-3e9c-4aaa-b8e8-b5227ad0f2f0"},{"id":"occ_6964b57e5f69d29e20664b78","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_25aa67ad-d59b-4c63-840b-0ba3f25e7658","section_id":"sec_0b7fd807-74b3-46f5-ba4d-8053a6f8b111","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"添付資料では「HBMの底に小さなSoCを貼る方向」と表現されている。","quote_start":0,"quote_end":34,"text_sha256":"1c8e137ac00641d9123d34765e434f12c47b0c256c55fa8d3af025aa30517101","block_sha256":"1c8e137ac00641d9123d34765e434f12c47b0c256c55fa8d3af025aa30517101","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_25aa67ad-d59b-4c63-840b-0ba3f25e7658"},{"id":"occ_22434ef2272840c133562d2c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_27989a63-16fa-4f58-8ee2-637ad822ac94","section_id":"sec_f001fae5-67b2-41da-84d5-56c5eb0131e3","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4","HBM4E"],"evidence":{"text_basis":"markdown","start":7,"end":11,"exact":"HBM4","quote":"MicronもHBM4では自社Advanced CMOS Base Dieを活用する一方、HBM4EではTSMCとの連携を強める構造が示されている。添付資料でもこのSupplier divergenceが整理されている。","quote_start":0,"quote_end":110,"text_sha256":"2dc8ce086451e1f42eb0883d23241d3a56db3ff6638c84faeed63666a1fca073","block_sha256":"2dc8ce086451e1f42eb0883d23241d3a56db3ff6638c84faeed63666a1fca073","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_27989a63-16fa-4f58-8ee2-637ad822ac94"},{"id":"occ_f5a07a7de79fa86cd9db5e7b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_2c2ab7f6-c582-4a4c-b785-3e6d7ae6c666","section_id":"sec_f57245d3-ec44-4e2e-a91b-a76707f461aa","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":64,"end":67,"exact":"HBM","quote":"超低Latency\n数百MB～数GB\n        ↓\n3D DRAM\n数十～数百GB\n        ↓\nHBM / DDR\n        ↓\nHBF / Flash\n```","quote_start":9,"quote_end":99,"text_sha256":"65dbc2890d5d766a804078e098bc1133fc18d62b3be0538c6720688f1007070c","block_sha256":"65dbc2890d5d766a804078e098bc1133fc18d62b3be0538c6720688f1007070c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_2c2ab7f6-c582-4a4c-b785-3e6d7ae6c666"},{"id":"occ_c543a6ce33e92fa2c296778f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_2d2ef35c-e273-4257-abd7-afefb07905c9","section_id":"sec_5a58fd5f-5f3a-4d25-b1e1-29b2e6bf0ae4","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"### ④ HBMの競争軸はGB/stackからGood Bits/Waferへ移る","quote_start":0,"quote_end":42,"text_sha256":"e66b6d20e129230de9876b8db9e3590792898a98b9da122c202eba767ff16269","block_sha256":"e66b6d20e129230de9876b8db9e3590792898a98b9da122c202eba767ff16269","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_2d2ef35c-e273-4257-abd7-afefb07905c9"},{"id":"occ_509e7db0d9e248ce40ad7f16","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_2d69a45e-bd26-4c5b-873e-2bfd98d7da81","section_id":"sec_3fbf3073-fdb9-4451-92da-17986d500bab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"### ⑦ HBF/CMX/XL-FLASH/CXLはHBMを倒すのではない","quote_start":0,"quote_end":38,"text_sha256":"ffc231ec80ce702ed84de4e60b33c197b22b6af744066c7e077f32b943ce1945","block_sha256":"ffc231ec80ce702ed84de4e60b33c197b22b6af744066c7e077f32b943ce1945","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_2d69a45e-bd26-4c5b-873e-2bfd98d7da81"},{"id":"occ_a2d29d4e3f30bd52bfc55cea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_30639f33-75a9-42d2-b8b0-59dba858cbdf","section_id":"sec_0b7fd807-74b3-46f5-ba4d-8053a6f8b111","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4の構造を単純化すると、","quote_start":0,"quote_end":15,"text_sha256":"b017dc5d9cce8c97bab1478eeffc85dfb73b59535d721d2023ba2938ad86539d","block_sha256":"b017dc5d9cce8c97bab1478eeffc85dfb73b59535d721d2023ba2938ad86539d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_30639f33-75a9-42d2-b8b0-59dba858cbdf"},{"id":"occ_4355f216a41aedb77c0101d9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_3448e875-4435-4a2c-a28c-91e77432913e","section_id":"sec_cebef118-5605-4832-9c57-30bd65eba360","layer":"body","character_id":null,"count":1,"matched_aliases":["zHBM"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"zHBM","quote":"## 29．zHBM――非常に魅力的だがConcept Model","quote_start":0,"quote_end":33,"text_sha256":"8069f4c375cb7cde5b14c025a312d5e3f790e4f1a184bc46c4913b702ec8c6a4","block_sha256":"8069f4c375cb7cde5b14c025a312d5e3f790e4f1a184bc46c4913b702ec8c6a4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_3448e875-4435-4a2c-a28c-91e77432913e"},{"id":"occ_1483d700840c5c4e1ccc5acd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_36004a65-594c-43da-8571-cfa4eec8cba9","section_id":"sec_38328837-35de-4212-a737-eb339f221700","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"12 HBM stacks。","quote_start":0,"quote_end":14,"text_sha256":"10564aa2f69e3b38ade5bc4d1cc7a1ac41a7d49d5406c95a06cccadeaa8e3b35","block_sha256":"10564aa2f69e3b38ade5bc4d1cc7a1ac41a7d49d5406c95a06cccadeaa8e3b35","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_36004a65-594c-43da-8571-cfa4eec8cba9"},{"id":"occ_53e2dd251810c966b12aac47","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_39723578-7f1c-43b6-b061-6c54540cae0a","section_id":"sec_5ff700da-51df-48c3-8042-52c08a04c16c","layer":"body","character_id":null,"count":5,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"GPUが足りないからGPUを増やす。するとHBMが足りなくなる。HBMを増やすとDRAM waferを大量に消費し、Server DRAMやLPDDRまで締まる。HBMを節約するためSRAMを増やせば、今度はLogic Dieが大きくなり、N3/N","quote_start":0,"quote_end":124,"text_sha256":"97859327a71777a0196cd47dd3a16291f643fc751ee505856674a6682d5ec814","block_sha256":"97859327a71777a0196cd47dd3a16291f643fc751ee505856674a6682d5ec814","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_39723578-7f1c-43b6-b061-6c54540cae0a"},{"id":"occ_890e8586e9701b547b232527","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_3eb95eb7-84d2-4a5c-8dfc-82854789da4a","section_id":"sec_b7cf2541-78a4-45fa-bd95-a068cdae1355","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM/DRAMに置く必要のあるworking setを小さくできる。","quote_start":0,"quote_end":35,"text_sha256":"cbdcc6a3dc54e56c1c05122c62ade6fafdd9e8788ac46ea4efdcfcf444faa0ab","block_sha256":"cbdcc6a3dc54e56c1c05122c62ade6fafdd9e8788ac46ea4efdcfcf444faa0ab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_3eb95eb7-84d2-4a5c-8dfc-82854789da4a"},{"id":"occ_6c473e0b371297d2e41ee049","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_41d5de3c-feaf-4841-a111-15ab2b6732b3","section_id":"sec_3dd7f925-dc25-4c12-a3bd-374ff6bd0759","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM需要をゼロにするのではなく、HBMの容量成長率を抑える。","quote_start":0,"quote_end":34,"text_sha256":"e2c25b84fdd354c040c9db69c975ba762d1ad487df24ec70ba071ff0bd5eeaaf","block_sha256":"e2c25b84fdd354c040c9db69c975ba762d1ad487df24ec70ba071ff0bd5eeaaf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_41d5de3c-feaf-4841-a111-15ab2b6732b3"},{"id":"occ_e7700009dd76b942b03d5bda","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_42c8de4d-004a-4c26-9bcd-e2d4a3a7bf30","section_id":"sec_f1231053-0c11-4075-89a4-afc366f1172e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM stacksが増える。","quote_start":0,"quote_end":15,"text_sha256":"ca24f2531f8748061a473b8c27ff4a2264f41b138faf74172def617ee7e72f0d","block_sha256":"ca24f2531f8748061a473b8c27ff4a2264f41b138faf74172def617ee7e72f0d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_42c8de4d-004a-4c26-9bcd-e2d4a3a7bf30"},{"id":"occ_d3735b58366e83d346c2dc66","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_4362290f-4a1b-4fd0-b8b2-97169d9dec9b","section_id":"sec_78cb2cc0-e8e6-4045-998a-5a4efe967420","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM3E","quote":"HBM3E相当：","quote_start":0,"quote_end":8,"text_sha256":"42e88cbd97c8f5de204d8ccdae31bff9277bfd501d3623f422e73bd75a3d48fd","block_sha256":"42e88cbd97c8f5de204d8ccdae31bff9277bfd501d3623f422e73bd75a3d48fd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_4362290f-4a1b-4fd0-b8b2-97169d9dec9b"},{"id":"occ_3ab5cbd9a8a5c2d04d35e467","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_43880b94-835b-484b-a3d4-2fcec3a7dfc4","section_id":"sec_d00c7eaf-6cee-44b4-bdbd-f37c7064dbc0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":6,"end":11,"exact":"HBM3E","quote":"144GB HBM3E。","quote_start":0,"quote_end":12,"text_sha256":"103a1b4aafd0c0f4892e920e28309d9bdb1ae1758cb3ac2f2428e632ea5a6353","block_sha256":"103a1b4aafd0c0f4892e920e28309d9bdb1ae1758cb3ac2f2428e632ea5a6353","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_43880b94-835b-484b-a3d4-2fcec3a7dfc4"},{"id":"occ_51963151a59a79d07310c340","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_455cb0f0-1156-419f-9103-5103a7aa8921","section_id":"sec_060613c9-4d12-4af0-84be-9b640694701f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"## 34．Enfabrica――HBMの外へ18TBのDDRをぶら下げる","quote_start":0,"quote_end":37,"text_sha256":"e5930136f1bd4097c7a0a6b9ad80c2d35e48b0bde33087f1597a2545d0c7067c","block_sha256":"e5930136f1bd4097c7a0a6b9ad80c2d35e48b0bde33087f1597a2545d0c7067c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_455cb0f0-1156-419f-9103-5103a7aa8921"},{"id":"occ_487692d04a399b4ba9223431","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_46566175-3b80-4a5e-908d-b284755c6894","section_id":"sec_6f51f0aa-33ca-428d-8801-089dfa71fc80","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":56,"end":59,"exact":"HBM","quote":" 資金とAnnouncementは大量にある。しかしGrid、Transformer、Cooling、GPU、HBM、Networking、ConstructionによってPhysical conversionが削られる。","quote_start":1,"quote_end":112,"text_sha256":"73a64eb45ab47968882217931cf1028b662d6b56d733bb814d2aaef3d3e7028d","block_sha256":"73a64eb45ab47968882217931cf1028b662d6b56d733bb814d2aaef3d3e7028d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_46566175-3b80-4a5e-908d-b284755c6894"},{"id":"occ_17be6cbf11be7aa6bef4fbad","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_47198225-aeb6-429f-aa7a-d97122c29cc1","section_id":"sec_84361a7e-9bbc-411c-87eb-0c626e15fc49","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":29,"end":33,"exact":"HBM4","quote":"ただしこれはSensitivity Modelであり実際のHBM4歩留まりではない。","quote_start":0,"quote_end":42,"text_sha256":"726ece2e7dd18c188da9d4fb9f2d4c8be2278709f71aad601730b53c62ab449a","block_sha256":"726ece2e7dd18c188da9d4fb9f2d4c8be2278709f71aad601730b53c62ab449a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_47198225-aeb6-429f-aa7a-d97122c29cc1"},{"id":"occ_9e75b256dff6e5c9ac4610d6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_4a392174-0789-47d6-8f2a-89524f205fd0","section_id":"sec_45aaa63c-833c-44da-a09e-39e3c072f3be","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM市場を見る際、","quote_start":0,"quote_end":10,"text_sha256":"b4ff40b7965fcb56f25fad7d74163dbc125892a99eaeb9cd7cb3f6e7ef720f1f","block_sha256":"b4ff40b7965fcb56f25fad7d74163dbc125892a99eaeb9cd7cb3f6e7ef720f1f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_4a392174-0789-47d6-8f2a-89524f205fd0"},{"id":"occ_10970bca0d9fec1c1b723b7f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_4aa303f4-3e65-41f7-adc0-4b4ece488429","section_id":"sec_0b7fd807-74b3-46f5-ba4d-8053a6f8b111","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"HBM4","quote":"## 15．HBM4から「Memory Fabだけ見ればよい」が終わった","quote_start":0,"quote_end":36,"text_sha256":"e24d659f46bb7e3c138b3d2138c6ce9204b1dd0223faaee58220f54189e01b7e","block_sha256":"e24d659f46bb7e3c138b3d2138c6ce9204b1dd0223faaee58220f54189e01b7e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_4aa303f4-3e65-41f7-adc0-4b4ece488429"},{"id":"occ_93b464fdb17b4229243037b1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_4c209531-19b4-414e-8254-5f9a6aa590e4","section_id":"sec_6bdea2c2-4698-429f-8a6f-5e62fc795b03","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"## 3D DRAM/HBMはCapacity Tier。","quote_start":0,"quote_end":29,"text_sha256":"6bfaff4c78a4296568bcb772344785a75ecf200401b1fa3155488ad9e17c96ff","block_sha256":"6bfaff4c78a4296568bcb772344785a75ecf200401b1fa3155488ad9e17c96ff","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_4c209531-19b4-414e-8254-5f9a6aa590e4"},{"id":"occ_a1afe0c1d0fc48e4904ff390","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_4ecbdb12-7fcb-4b0b-a561-66b0cffff0e0","section_id":"sec_5ff700da-51df-48c3-8042-52c08a04c16c","layer":"body","character_id":null,"count":1,"matched_aliases":["zHBM"],"evidence":{"text_basis":"markdown","start":2,"end":6,"exact":"zHBM","quote":"**zHBM。**","quote_start":0,"quote_end":9,"text_sha256":"aa728c5a54a75e9917625f131980106307f7f20f6da2a6d47edfb4025db60694","block_sha256":"aa728c5a54a75e9917625f131980106307f7f20f6da2a6d47edfb4025db60694","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_4ecbdb12-7fcb-4b0b-a561-66b0cffff0e0"},{"id":"occ_ef1b7b51fa02b5e85507aa34","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_5134a0cc-708f-4e61-b598-a7444fa22382","section_id":"sec_030a37b2-5fc2-4790-8361-23216341cd3f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":90,"end":93,"exact":"HBM","quote":"K hynixとSamsungとの3D-stacked DRAM方向へ切り替えたと説明している。Custom HBMのLogic Base Dieへfast token decoding logicを入れる可能性も検討している。","quote_start":35,"quote_end":149,"text_sha256":"361c2c8431f26c677e0b5a7c994776c99c280c588a333ff2aabb2367a44d0d0a","block_sha256":"361c2c8431f26c677e0b5a7c994776c99c280c588a333ff2aabb2367a44d0d0a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_5134a0cc-708f-4e61-b598-a7444fa22382"},{"id":"occ_f7c02752782d2cd6d21f3bbb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_520a5b9f-6aaf-4934-8216-9ddf4d0aaadb","section_id":"sec_35c4ad53-dcf6-4c7a-8a89-912f01575b8f","layer":"body","character_id":null,"count":1,"matched_aliases":["zHBM"],"evidence":{"text_basis":"markdown","start":13,"end":17,"exact":"zHBM","quote":"特にXBMはPatent、zHBMはConcept。","quote_start":0,"quote_end":26,"text_sha256":"6165580372f6314573a12045f44eb1451b5c84d492cac13594a56d03a23f41e5","block_sha256":"6165580372f6314573a12045f44eb1451b5c84d492cac13594a56d03a23f41e5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_520a5b9f-6aaf-4934-8216-9ddf4d0aaadb"},{"id":"occ_7fb3419d5e48b9cc93140576","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_5323cdd8-380f-4748-9000-6a6741458490","section_id":"sec_35c4ad53-dcf6-4c7a-8a89-912f01575b8f","layer":"body","character_id":null,"count":1,"matched_aliases":["zHBM"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"zHBM","quote":"### ⑨ zHBM/XBMを2030 supplyへ大量に織り込むのはまだ早い","quote_start":0,"quote_end":40,"text_sha256":"1deb91539f0bf58d944c1b53ea0ae3b1e317151386a98b1ace220c370ecc506c","block_sha256":"1deb91539f0bf58d944c1b53ea0ae3b1e317151386a98b1ace220c370ecc506c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_5323cdd8-380f-4748-9000-6a6741458490"},{"id":"occ_c9082f3a2994a4a2c4048995","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_595cd253-1151-4cbb-a416-7ff8457a1a06","section_id":"sec_8ab02775-a0ab-423e-89c1-5494194984a1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":18,"end":23,"exact":"HBM4E","quote":"Fab capacityは増えるが、HBM4E、SRAM content、Logic Base Die、Package sizeも増える。","quote_start":0,"quote_end":69,"text_sha256":"ed3ccee765903889e2e8ce257bd64c93188815644597c301675dc355381c64cb","block_sha256":"ed3ccee765903889e2e8ce257bd64c93188815644597c301675dc355381c64cb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_595cd253-1151-4cbb-a416-7ff8457a1a06"},{"id":"occ_8f76484c137f47964ff97f9b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_59908e2f-e1c0-4759-9eba-166cc82e1c32","section_id":"sec_695d6fe5-4a62-4a50-bd27-331a988c2a3b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM Scarcity → Logic Wafer Scarcity","quote_start":0,"quote_end":38,"text_sha256":"f036346a75a89ed95c6eae400a52f197cd4edb819d62c76f3ff6ccd460ab7350","block_sha256":"f036346a75a89ed95c6eae400a52f197cd4edb819d62c76f3ff6ccd460ab7350","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_59908e2f-e1c0-4759-9eba-166cc82e1c32"},{"id":"occ_e60d6dd370478ccbb9624811","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_5b399940-26ed-41eb-bc84-7fa8df7023d9","section_id":"sec_6d190ccf-56c6-4e72-acf9-9182a844c4f8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"これは「HBM yieldが35%」という意味ではない。","quote_start":0,"quote_end":28,"text_sha256":"edc45484afdefd2cf7f4a7a656dd6194bf6d13299d3807913349340c2e6b2c77","block_sha256":"edc45484afdefd2cf7f4a7a656dd6194bf6d13299d3807913349340c2e6b2c77","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_5b399940-26ed-41eb-bc84-7fa8df7023d9"},{"id":"occ_d0e5c30e05f8190e4ee3e737","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_5c2234d7-9ec2-4fd0-83c6-d9ebf1364400","section_id":"sec_a6e70619-eea7-430e-ac43-514414b90964","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"## 22．3D DRAM――SRAMとHBMの間に新しいTierを作る","quote_start":0,"quote_end":36,"text_sha256":"3f40b63858ccddcf1423a96b0f899d0a4eb279d17331e1ae95e97caf2b6aee2d","block_sha256":"3f40b63858ccddcf1423a96b0f899d0a4eb279d17331e1ae95e97caf2b6aee2d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_5c2234d7-9ec2-4fd0-83c6-d9ebf1364400"},{"id":"occ_55b572a2e8c3ce04c2a8b4aa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_5d7dd99c-2624-4c10-91f0-fa5cf2f84c95","section_id":"sec_75bfd117-3d6a-475d-8480-a8fabbb3e449","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"> **KV Cacheを高価なHBMへ永続保持しない**","quote_start":0,"quote_end":29,"text_sha256":"18fd840d84be72d517d47a16b3e0ed0021523281be54008767439c95c60bb63d","block_sha256":"18fd840d84be72d517d47a16b3e0ed0021523281be54008767439c95c60bb63d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_5d7dd99c-2624-4c10-91f0-fa5cf2f84c95"},{"id":"occ_8af46696c1641a9429ca48b8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_68c858a3-2cf5-44b1-ad7b-89b0ab828956","section_id":"sec_b7cf2541-78a4-45fa-bd95-a068cdae1355","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"これはHBMの代わりではない。","quote_start":0,"quote_end":15,"text_sha256":"5373642912e7d55cf75977b1b09cb96e2848379daa5cb8b7a19fa397ffa50928","block_sha256":"5373642912e7d55cf75977b1b09cb96e2848379daa5cb8b7a19fa397ffa50928","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_68c858a3-2cf5-44b1-ad7b-89b0ab828956"},{"id":"occ_02fecd5a8bb97f45a607c4fc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_691c44d9-ba44-44bf-a97c-5009f19334bc","section_id":"sec_61a54f6a-0cd9-4084-86e5-804247c96e3a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの広帯域。","quote_start":0,"quote_end":8,"text_sha256":"8eb7fa505e78c909879cf677d87214b83bec0cf995766ee8eb3004162483558b","block_sha256":"8eb7fa505e78c909879cf677d87214b83bec0cf995766ee8eb3004162483558b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_691c44d9-ba44-44bf-a97c-5009f19334bc"},{"id":"occ_3ba21fae69683c312543b599","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_6d400fa2-a92c-4b1c-9e85-688373429ccb","section_id":"sec_75bfd117-3d6a-475d-8480-a8fabbb3e449","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"NVIDIAも全DataをHBMへ置くことを諦め始めている。","quote_start":0,"quote_end":30,"text_sha256":"dadd9d2795646e70ebacaa143e735e5d4f611732d85c6dafc3c8b00ca0241ee0","block_sha256":"dadd9d2795646e70ebacaa143e735e5d4f611732d85c6dafc3c8b00ca0241ee0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_6d400fa2-a92c-4b1c-9e85-688373429ccb"},{"id":"occ_5bdf35ba4f474addcc65fbf4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_72e9f5b2-3347-491f-84b2-be5e0305f487","section_id":"sec_9bf0a956-75b1-4adb-a6b0-e8396dffa4f9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":4,"end":9,"exact":"HBM3E","quote":"I/OはHBM3E世代の1,024から、","quote_start":0,"quote_end":20,"text_sha256":"3bc51b22ae0598fc401cfcecae9334eaee92e48cd8d355db6a8c060d70ff8068","block_sha256":"3bc51b22ae0598fc401cfcecae9334eaee92e48cd8d355db6a8c060d70ff8068","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_72e9f5b2-3347-491f-84b2-be5e0305f487"},{"id":"occ_c952ae439e48fff5bcce9522","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_7765913e-f954-4ff7-9309-6a4c65c27e3a","section_id":"sec_2b8ebc46-9fc1-415d-8a11-58692591a83d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":40,"end":43,"exact":"HBM","quote":"「Powerはある、DCもある、GPUもある。しかし最新Accelerator、HBM、高速Fabric、Cloud-ready Schedulerを揃えた高級AIDCだけが足りない」","quote_start":0,"quote_end":92,"text_sha256":"929e652f0963cd62db55a7d0d53854635e88f36c8c917039831f8f7de2aa8bb4","block_sha256":"929e652f0963cd62db55a7d0d53854635e88f36c8c917039831f8f7de2aa8bb4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_7765913e-f954-4ff7-9309-6a4c65c27e3a"},{"id":"occ_f8f935523c078db96b7ebb29","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_7c6f4bb0-aef8-4552-92bf-8ec78bbeaa39","section_id":"sec_da640f82-f546-4ac4-ac45-3fac88a47784","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM量。","quote_start":0,"quote_end":5,"text_sha256":"ea4bdddd666760fb1af52107bdb8fc2db252c74f7a468624c31a0fe227508a31","block_sha256":"ea4bdddd666760fb1af52107bdb8fc2db252c74f7a468624c31a0fe227508a31","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_7c6f4bb0-aef8-4552-92bf-8ec78bbeaa39"},{"id":"occ_3f56aa4239385ea51ca2c6a9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_84d5e454-d3d1-43a1-8276-d331ab23c212","section_id":"sec_d00c7eaf-6cee-44b4-bdbd-f37c7064dbc0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"4.8TB/s HBM bandwidth。","quote_start":0,"quote_end":22,"text_sha256":"d0604beaa8b32d5da08fa7609ab3a6c0a8a4a387289f9843c93f910da1a8ba99","block_sha256":"d0604beaa8b32d5da08fa7609ab3a6c0a8a4a387289f9843c93f910da1a8ba99","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_84d5e454-d3d1-43a1-8276-d331ab23c212"},{"id":"occ_23da55e81d4968738e4a155b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_8ad24798-f340-49ec-9a14-ca36afc59fe9","section_id":"sec_e45236ef-86c2-4c36-b3a0-c83e1532ac4b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"するとHBMが足りない。","quote_start":0,"quote_end":12,"text_sha256":"7306642d9ebdd9f6cc39134fca17167c8ee5b92f62b6d6a88e646a1f21496239","block_sha256":"7306642d9ebdd9f6cc39134fca17167c8ee5b92f62b6d6a88e646a1f21496239","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_8ad24798-f340-49ec-9a14-ca36afc59fe9"},{"id":"occ_23deb88eb7e2f59c373a0b49","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_8e722a89-495f-4520-82a1-4f3a5a0f3946","section_id":"sec_bb97365c-f760-4a63-90b9-a54145c00f9e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"ここがHBMの延長として重要である。","quote_start":0,"quote_end":18,"text_sha256":"05679be1d9a8b830bb40e5d25b8c954a93c950804bb2cc37b5848ef1eea18f62","block_sha256":"05679be1d9a8b830bb40e5d25b8c954a93c950804bb2cc37b5848ef1eea18f62","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_8e722a89-495f-4520-82a1-4f3a5a0f3946"},{"id":"occ_c2f6adbf5c460a86c1e43436","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_8ede7081-6980-47a5-ad40-f7ca1a7cbbfa","section_id":"sec_3fbf3073-fdb9-4451-92da-17986d500bab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMへ置く必要があるData量を減らす。","quote_start":0,"quote_end":21,"text_sha256":"32ff90bf15cc9a708257ec541ca8ed16abf1aafbb8470305422ed563d79c9380","block_sha256":"32ff90bf15cc9a708257ec541ca8ed16abf1aafbb8470305422ed563d79c9380","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_8ede7081-6980-47a5-ad40-f7ca1a7cbbfa"},{"id":"occ_10a0dd0586049fb0c3a19937","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_92ddea07-54b9-44a3-b031-ac8cfece7662","section_id":"sec_5a8a3f07-7978-452d-81b2-f266deb7f1cc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Bit Supply：","quote_start":0,"quote_end":15,"text_sha256":"565244725f23ea80cd08adae03d42be44c262317947a6e5dda72e0fc7c3bb1f3","block_sha256":"565244725f23ea80cd08adae03d42be44c262317947a6e5dda72e0fc7c3bb1f3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_92ddea07-54b9-44a3-b031-ac8cfece7662"},{"id":"occ_13ddc9251ad760776203ae77","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_9346b7ab-6aab-4da6-940f-7df351c6f179","section_id":"sec_d00c7eaf-6cee-44b4-bdbd-f37c7064dbc0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"しかしHBMは容量で、","quote_start":0,"quote_end":11,"text_sha256":"aa7b47b1fb8bd2295513a55fcdf44eef696c3f960932ae4ee650b9358702883f","block_sha256":"aa7b47b1fb8bd2295513a55fcdf44eef696c3f960932ae4ee650b9358702883f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_9346b7ab-6aab-4da6-940f-7df351c6f179"},{"id":"occ_660278b28a441aa253680987","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_93954738-9fbd-4b42-8452-c6b1636197a8","section_id":"sec_0dd10b1e-624e-4fae-87a7-23bc58ea383c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを遠隔DDRに変える魔法ではない。","quote_start":0,"quote_end":20,"text_sha256":"f62116b2d38618a626ac363ead67e135332771a2b7166fe112398baa7ae309ed","block_sha256":"f62116b2d38618a626ac363ead67e135332771a2b7166fe112398baa7ae309ed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_93954738-9fbd-4b42-8452-c6b1636197a8"},{"id":"occ_3073357f77b2dce6993ae6c2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_95e770fc-8cb3-449c-9c7c-a00f3600739b","section_id":"sec_38328837-35de-4212-a737-eb339f221700","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"これはSRAMとHBMがZero-Sumではない証拠でもある。","quote_start":0,"quote_end":31,"text_sha256":"34ca34d935320c1972bb76813c3bd98c98b526f915fd48dae7457d535c8bbee2","block_sha256":"34ca34d935320c1972bb76813c3bd98c98b526f915fd48dae7457d535c8bbee2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_95e770fc-8cb3-449c-9c7c-a00f3600739b"},{"id":"occ_ca15c86decdd34dd7ee107ff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_97cc6b3b-7aa8-4ab0-8baf-348392139ac6","section_id":"sec_a8b268df-1fb2-4ba4-bd61-dcfaea40b0ed","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"2027 HBMなら、","quote_start":0,"quote_end":11,"text_sha256":"a58d576247d3468cfecceda4a285a57603e5149aeeed22c37163cfd1b8d89a34","block_sha256":"a58d576247d3468cfecceda4a285a57603e5149aeeed22c37163cfd1b8d89a34","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_97cc6b3b-7aa8-4ab0-8baf-348392139ac6"},{"id":"occ_d6c15b7a872ccd91d36352b9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_a3072a89-e92b-4efa-96b9-69b658f3e297","section_id":"sec_5ff700da-51df-48c3-8042-52c08a04c16c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## AIDC・HBM・SRAM・3D DRAM・Logic Base Die・Optical Fabricを一つの需給モデルで読む","quote_start":0,"quote_end":66,"text_sha256":"2e4b909546e7b236f52bd6c08b8970bc0650d99e8717016bafaaa5708ede8e3e","block_sha256":"2e4b909546e7b236f52bd6c08b8970bc0650d99e8717016bafaaa5708ede8e3e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_a3072a89-e92b-4efa-96b9-69b658f3e297"},{"id":"occ_241797f7993bf3c1fc249140","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_a3a4f84f-7c9c-4055-9947-2abea5b1648a","section_id":"sec_222d668a-3153-4553-98dd-65a58c817a47","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"ここでHBM特有の問題が出る。","quote_start":0,"quote_end":15,"text_sha256":"4f1fc23eb177f3ea66f663db0941472fbb96d916ab5ce8023173432fca53cb88","block_sha256":"4f1fc23eb177f3ea66f663db0941472fbb96d916ab5ce8023173432fca53cb88","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_a3a4f84f-7c9c-4055-9947-2abea5b1648a"},{"id":"occ_8a3a2d21d31b797eb2c92b53","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_a5eb6488-2d7b-4c80-a1d8-d3ad25441f69","section_id":"sec_38328837-35de-4212-a737-eb339f221700","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMも288GBへ増やしている。Google自身がMemory Wallを破るため、active working setをon-chipへ保持すると説明している。([blog.google](https:","quote_start":0,"quote_end":103,"text_sha256":"1c9413b7a36510d40f9dddbc3c1c7a16047b39cbff529cb26ec4abfc9c9eda34","block_sha256":"1c9413b7a36510d40f9dddbc3c1c7a16047b39cbff529cb26ec4abfc9c9eda34","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_a5eb6488-2d7b-4c80-a1d8-d3ad25441f69"},{"id":"occ_08f3704d577ae14da0a98c02","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_aa127453-f990-4540-b509-eccb75fdbb06","section_id":"sec_46d68363-dd4a-4a0b-b523-130e94899aa1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4E"],"evidence":{"text_basis":"markdown","start":24,"end":29,"exact":"HBM4E","quote":"AWS、Meta、Microsoft等まで加え、HBM4E/HBM5世代のBase Die world demandを、","quote_start":0,"quote_end":60,"text_sha256":"91e2f6b891bac9387a468fa9ca3b839c6ac793e9740cf0042d587d95d23c4578","block_sha256":"91e2f6b891bac9387a468fa9ca3b839c6ac793e9740cf0042d587d95d23c4578","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_aa127453-f990-4540-b509-eccb75fdbb06"},{"id":"occ_98f49be7eeed1822a03d2d21","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_aa9764f4-8879-4ea9-ad89-68896c98630f","section_id":"sec_dd0104f1-8e80-44d7-a4a7-93ffbdbef19d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM不足。","quote_start":0,"quote_end":6,"text_sha256":"ea4b8111db99196a748fe3e0fb7aad09162c10478ecc1dfc3b3f25d2a0e92e69","block_sha256":"ea4b8111db99196a748fe3e0fb7aad09162c10478ecc1dfc3b3f25d2a0e92e69","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_aa9764f4-8879-4ea9-ad89-68896c98630f"},{"id":"occ_d68e6cb3a6de5d990e52cb65","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_ac114153-b0e3-4262-bf3c-1aacadea200a","section_id":"sec_1a535315-56e0-4ae9-934f-204f7f9dc4cb","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4E"],"evidence":{"text_basis":"markdown","start":52,"end":57,"exact":"HBM4E","quote":"2028以降、新Fabが効いてもFeynman、次世代TPU、MI500級などがN2/A16、より巨大なHBM4E/Custom HBMへ進めば、Supply Reliefをcontent growthが食い戻す可能性がある。","quote_start":0,"quote_end":113,"text_sha256":"538f83912fc6867cae7098112c03ff49e27908dab63c72753d6beb40d958330e","block_sha256":"538f83912fc6867cae7098112c03ff49e27908dab63c72753d6beb40d958330e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_ac114153-b0e3-4262-bf3c-1aacadea200a"},{"id":"occ_089b427706f130001bf9aeaa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_ae37c695-bfe9-4e89-9394-77cd4d8ac211","section_id":"sec_222d668a-3153-4553-98dd-65a58c817a47","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM：","quote_start":0,"quote_end":4,"text_sha256":"aa2ac025dc1f923fe0e767b93292d9b26b0e7b8c009ac3b4d81a0b28d091c0e4","block_sha256":"aa2ac025dc1f923fe0e767b93292d9b26b0e7b8c009ac3b4d81a0b28d091c0e4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_ae37c695-bfe9-4e89-9394-77cd4d8ac211"},{"id":"occ_cc841c3c7060664597140e9b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_b0f1f697-570b-42e5-8c39-41ed1104946c","section_id":"sec_27e02e68-160a-4609-bdf3-ae3028c0a913","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4 Base Die、Custom HBM、PIM、DRAM-on-Logicが同じ方向を指している。","quote_start":0,"quote_end":54,"text_sha256":"7598548c982b527634a253060a8a1103fbe51364bf1ce2aded5feca1d6cb485b","block_sha256":"7598548c982b527634a253060a8a1103fbe51364bf1ce2aded5feca1d6cb485b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_b0f1f697-570b-42e5-8c39-41ed1104946c"},{"id":"occ_6588840c5ef062627882b121","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_b372d0ef-76e0-4ce5-b5fc-c614c661f039","section_id":"sec_c3e611e4-7f2c-484d-bb6b-0dc039eba05e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"ここはHBMを見るうえで最も重要なポイントの一つである。","quote_start":0,"quote_end":28,"text_sha256":"95cc9ec15b5f5a52e921322cde833df7cf5af0a935ab24a541f1a5a85c0101f4","block_sha256":"95cc9ec15b5f5a52e921322cde833df7cf5af0a935ab24a541f1a5a85c0101f4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_b372d0ef-76e0-4ce5-b5fc-c614c661f039"},{"id":"occ_fee6a44fdfb38ba3158d2f23","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_b4d8d313-d0bb-40dd-b9be-8877a1c24d09","section_id":"sec_f001fae5-67b2-41da-84d5-56c5eb0131e3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM4","quote":"つまりHBM4以降は、","quote_start":0,"quote_end":11,"text_sha256":"4b34a9e8f3dfd3a1385f673940682241c66e2099df4ca3536609b03238d8dfff","block_sha256":"4b34a9e8f3dfd3a1385f673940682241c66e2099df4ca3536609b03238d8dfff","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_b4d8d313-d0bb-40dd-b9be-8877a1c24d09"},{"id":"occ_4245e77f1aa7b541e633bee0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_b5752650-b809-4e1e-9a8c-8ebc903f090e","section_id":"sec_f68003f8-e48c-4aee-80b4-893f9fd9df98","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM stackが1億個必要なら、","quote_start":0,"quote_end":18,"text_sha256":"f06b574a6bf17edd91ccefb5ccb602e4f417001cadbaa6f01b4c8675f74d49cf","block_sha256":"f06b574a6bf17edd91ccefb5ccb602e4f417001cadbaa6f01b4c8675f74d49cf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_b5752650-b809-4e1e-9a8c-8ebc903f090e"},{"id":"occ_4c742713bebb37c164067373","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_b806a546-827e-4a08-9a31-536b103ab6a3","section_id":"sec_d00f9a24-9733-4911-810c-449bbf0d5e98","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMを速くするのではなく、HBMの外側を賢くする。","quote_start":0,"quote_end":29,"text_sha256":"d5f92198106ca1fd61f365b4ad98b19e7ba0aef7f65d25a3fc3be992c26617de","block_sha256":"d5f92198106ca1fd61f365b4ad98b19e7ba0aef7f65d25a3fc3be992c26617de","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_b806a546-827e-4a08-9a31-536b103ab6a3"},{"id":"occ_2924141bfe1a31d31a5255ff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_b866691f-7491-465a-9e72-c40ca8964a48","section_id":"sec_065f38cf-9cfd-425d-a246-b1c9cef9ecb2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"Rubin級HBM：","quote_start":0,"quote_end":10,"text_sha256":"3cb09978e12a0b9ba8718dde3a46a5ffb682f8511e6aff47f35980e673c65529","block_sha256":"3cb09978e12a0b9ba8718dde3a46a5ffb682f8511e6aff47f35980e673c65529","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_b866691f-7491-465a-9e72-c40ca8964a48"},{"id":"occ_a24a245c3ea58ee9b3f24d27","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_bf19df37-b103-4b88-99f9-d21bfef80b09","section_id":"sec_065f38cf-9cfd-425d-a246-b1c9cef9ecb2","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"## 31．HBF――HBMを置換せず、HBMに置く必要があるDataを減らす","quote_start":0,"quote_end":39,"text_sha256":"1fe1d41cf22720106543c541d94640105810497f0cf2cdd79f90fd5fe4c7d98a","block_sha256":"1fe1d41cf22720106543c541d94640105810497f0cf2cdd79f90fd5fe4c7d98a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_bf19df37-b103-4b88-99f9-d21bfef80b09"},{"id":"occ_9ae6f185c3aa14e82ac80620","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_c1ff21fb-2562-4da4-95c5-96d164c2813d","section_id":"sec_2b2e6c66-00d1-4634-957b-1d3a5c6d8a71","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"> **限られたWafer、HBM、SRAM面積、Packaging、Network、Electricityを、最も高いYieldとUtilizationでUseful Intelligenceへ変換できる企業**","quote_start":0,"quote_end":107,"text_sha256":"9aeb0d26174d19f4a258827817acbb2f5f8963cc16fdc9b5a154fd7ce94f9413","block_sha256":"9aeb0d26174d19f4a258827817acbb2f5f8963cc16fdc9b5a154fd7ce94f9413","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_c1ff21fb-2562-4da4-95c5-96d164c2813d"},{"id":"occ_18ea67c41904e268eec235b8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_c808e6b2-9793-47ea-ad25-7793f7c19998","section_id":"sec_1366ef40-2f1c-458a-ad1c-c2d7ff4cfe2a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"## SRAMも増える。HBMも増える。","quote_start":0,"quote_end":20,"text_sha256":"9092685a093b4f9a8e07f529eb4c171b8ac9ac75fa4a263e73a1823b26a0cef6","block_sha256":"9092685a093b4f9a8e07f529eb4c171b8ac9ac75fa4a263e73a1823b26a0cef6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_c808e6b2-9793-47ea-ad25-7793f7c19998"},{"id":"occ_bc192c8e03479986f7580f38","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_cd8d2a57-1f6f-40b1-b411-13c5693e9ac3","section_id":"sec_1ef9f4a1-eabe-4e5a-98d2-9e5ba45f4f9e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"などによってHBM conversion efficiencyが改善している。","quote_start":0,"quote_end":39,"text_sha256":"d4c260fe6ceca89f08788d76357a444237fb4a012b4cdba962bcbd2ead52b557","block_sha256":"d4c260fe6ceca89f08788d76357a444237fb4a012b4cdba962bcbd2ead52b557","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_cd8d2a57-1f6f-40b1-b411-13c5693e9ac3"},{"id":"occ_9889343c2e351227cdea6c6e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_d30f606c-ee8e-4f36-b9e0-82e429f7457a","section_id":"sec_22daac3d-60fb-4d46-95c1-e270e044e428","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM DRAM waferは、","quote_start":0,"quote_end":16,"text_sha256":"4ac3d5f2c51eb0b75751c79aa1b58f4ab3a2e4047064bec6d40e6b4be11d92f1","block_sha256":"4ac3d5f2c51eb0b75751c79aa1b58f4ab3a2e4047064bec6d40e6b4be11d92f1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_d30f606c-ee8e-4f36-b9e0-82e429f7457a"},{"id":"occ_474aa806df3cbd39cd0ea338","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_d42a8b2c-72ea-4dc2-bbcf-f11f380bd6ac","section_id":"sec_bb97365c-f760-4a63-90b9-a54145c00f9e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4ではLogic Base Dieへ、","quote_start":0,"quote_end":22,"text_sha256":"1f1cbecebe76636490e013f6d4390a76fdb3c960d9ba67a4d1b5c474d4fcc3ab","block_sha256":"1f1cbecebe76636490e013f6d4390a76fdb3c960d9ba67a4d1b5c474d4fcc3ab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_d42a8b2c-72ea-4dc2-bbcf-f11f380bd6ac"},{"id":"occ_32b972d01f15c5fa8d1de3bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_d69cb562-d693-4cb9-a995-b982f136e2b7","section_id":"sec_5ff700da-51df-48c3-8042-52c08a04c16c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの本当の供給量も、単純なGBやstack数ではなく、","quote_start":0,"quote_end":29,"text_sha256":"f8648482b381e6df0ecd1a9ea52bcef5c92adaebeb4ebdfe148ce61a83a19305","block_sha256":"f8648482b381e6df0ecd1a9ea52bcef5c92adaebeb4ebdfe148ce61a83a19305","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_d69cb562-d693-4cb9-a995-b982f136e2b7"},{"id":"occ_063e83fe1d9c809613848f0a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_d87a1395-8d71-4fe4-b602-fa86e7b56925","section_id":"sec_cebef118-5605-4832-9c57-30bd65eba360","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"```\nGPU ─ HBM\n```","quote_start":0,"quote_end":17,"text_sha256":"b9bef528bf4344a63cc654bfded23f7a414698cf270d734290d60a34a9bff201","block_sha256":"b9bef528bf4344a63cc654bfded23f7a414698cf270d734290d60a34a9bff201","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_d87a1395-8d71-4fe4-b602-fa86e7b56925"},{"id":"occ_6b0fca60d218399b39a8c0b3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_daea6612-4892-4deb-bbe6-9860e6c7a87a","section_id":"sec_bb58f780-8c88-48b3-8458-52c8755c724f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMはnanosecond級。","quote_start":0,"quote_end":16,"text_sha256":"cd37bcad77df78ea226f5e4a083f7223407a21de15d39e7955db75d8fa4b6363","block_sha256":"cd37bcad77df78ea226f5e4a083f7223407a21de15d39e7955db75d8fa4b6363","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_daea6612-4892-4deb-bbe6-9860e6c7a87a"},{"id":"occ_dc0afdebca55326f29e7c4ba","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_e0f44536-e16a-4376-b657-eec3c9a83113","section_id":"sec_5ff700da-51df-48c3-8042-52c08a04c16c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":43,"end":46,"exact":"HBM","quote":"一方AIDCも単純なGWでは測れない。同じ1GWでも、最新Accelerator、大量HBM、高速Fabric、高いUtilization、Cloud販売能力を持つ1GWと、旧GPUを低稼働率で並べた1GWでは生産できる「知能」が違う。","quote_start":0,"quote_end":118,"text_sha256":"51c481bd748c71051d980984ab2894e326c3f5b985cb3d00904893430dc90004","block_sha256":"51c481bd748c71051d980984ab2894e326c3f5b985cb3d00904893430dc90004","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_e0f44536-e16a-4376-b657-eec3c9a83113"},{"id":"occ_f261b179a4a67b4fa3b7359c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_e2bd94a7-d488-4318-b73d-72cee9b750d7","section_id":"sec_e45236ef-86c2-4c36-b3a0-c83e1532ac4b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを12Hiへ増やす。","quote_start":0,"quote_end":13,"text_sha256":"6b3688286814744676654e7a490fe8af1038856cacd5834e550f7663c3877285","block_sha256":"6b3688286814744676654e7a490fe8af1038856cacd5834e550f7663c3877285","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_e2bd94a7-d488-4318-b73d-72cee9b750d7"},{"id":"occ_ced80d38c8420507a1e84b6a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_e547559b-9dec-46b1-8359-2535810c2895","section_id":"sec_bc92d00e-1516-48ac-9ea8-f40f43b04ba6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"しかしHBM wafer poolから完成できるGPU台数は最大1.5倍方向へ動く。","quote_start":0,"quote_end":42,"text_sha256":"441ffb60f3e28db01610ed38da7eff35789f16d1525be4d857005d85ddba7ce3","block_sha256":"441ffb60f3e28db01610ed38da7eff35789f16d1525be4d857005d85ddba7ce3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_e547559b-9dec-46b1-8359-2535810c2895"},{"id":"occ_d19146b83993f7b32dcc06e6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_e8f92188-675f-406d-af80-f05a76d97cf8","section_id":"sec_78cb2cc0-e8e6-4045-998a-5a4efe967420","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4相当：","quote_start":0,"quote_end":7,"text_sha256":"8f9c90b5ae2f68cb522d5742c5d4ac021ef0fbb6950705a4a231bb5c6419581e","block_sha256":"8f9c90b5ae2f68cb522d5742c5d4ac021ef0fbb6950705a4a231bb5c6419581e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_e8f92188-675f-406d-af80-f05a76d97cf8"},{"id":"occ_c537256e136e8b42defe7cf0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_e90bb51c-626f-42e5-b775-021388aebbcc","section_id":"sec_1fc32865-80ee-437e-bd01-e5f31107140a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Base Die。","quote_start":0,"quote_end":13,"text_sha256":"cb7310c25104b00a81dd4aa9369b3c1ceea1673c1ebd4e68146ba4e7b27b6d6a","block_sha256":"cb7310c25104b00a81dd4aa9369b3c1ceea1673c1ebd4e68146ba4e7b27b6d6a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_e90bb51c-626f-42e5-b775-021388aebbcc"},{"id":"occ_740c04fe755ace86b7578e47","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_e9dcc95e-aa88-46b3-a291-56893c2598d2","section_id":"sec_e45236ef-86c2-4c36-b3a0-c83e1532ac4b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"するとHBMまで2nm Foundryを使う。","quote_start":0,"quote_end":23,"text_sha256":"c100c2bb2d499dbf8b91ff406d2e9ff382e64db6f67169e5deae38e8d1338d3f","block_sha256":"c100c2bb2d499dbf8b91ff406d2e9ff382e64db6f67169e5deae38e8d1338d3f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_e9dcc95e-aa88-46b3-a291-56893c2598d2"},{"id":"occ_86b4f6c16d1a264d782bcc85","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_f245e65a-b666-4540-b52a-fd2a91fda710","section_id":"sec_bc92d00e-1516-48ac-9ea8-f40f43b04ba6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM DRAM Wafer。","quote_start":0,"quote_end":15,"text_sha256":"0060f39e2755d1abbf1919779c37ae99a24fb1e2d9ea5c84a1f875afbc3d3dfc","block_sha256":"0060f39e2755d1abbf1919779c37ae99a24fb1e2d9ea5c84a1f875afbc3d3dfc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_f245e65a-b666-4540-b52a-fd2a91fda710"},{"id":"occ_66b5db3de906e05a85161e12","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_f52101c0-ff05-4e99-a2e1-237a1713b98e","section_id":"sec_87a94a8a-84da-4a9c-b90f-aced0a926bfa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMは通常DRAMの約35%のBit/Wafer","quote_start":0,"quote_end":28,"text_sha256":"b162cc41e7e12c7ec1db4c2caab688d31e806bb54bd79add93096759ca520d89","block_sha256":"b162cc41e7e12c7ec1db4c2caab688d31e806bb54bd79add93096759ca520d89","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_f52101c0-ff05-4e99-a2e1-237a1713b98e"},{"id":"occ_90c207b0d278bedada3f0523","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_f8127131-c72f-45f4-9dbd-e5982bdf130a","section_id":"sec_425a5263-d2cf-44ef-8d1d-d945f5e39561","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"> HBMを減らすためSRAMを大量投入すると、N2/A16 wafer demandが再び増える。","quote_start":0,"quote_end":50,"text_sha256":"fdb4d24c7fb937e6c963df541f0c888d7025dcddf445b368e8442a4234ce901f","block_sha256":"fdb4d24c7fb937e6c963df541f0c888d7025dcddf445b368e8442a4234ce901f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_f8127131-c72f-45f4-9dbd-e5982bdf130a"},{"id":"occ_b84af865d8cab896607e8a47","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_fb1efadf-f005-4a3e-84b0-caf270eea9c7","section_id":"sec_53b102cc-a782-4e9a-8b9b-3fdecf791eac","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM DRAM Wafer：","quote_start":0,"quote_end":15,"text_sha256":"a416af3cf69e4f6c7f2582750b5510c8e6f10bac4919bc9aa18b16f613dd7bae","block_sha256":"a416af3cf69e4f6c7f2582750b5510c8e6f10bac4919bc9aa18b16f613dd7bae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_fb1efadf-f005-4a3e-84b0-caf270eea9c7"},{"id":"occ_6d1813b159f70ccb12a2f8a5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d","block_id":"blk_fcc508be-3344-4950-8121-21e1895c0b40","section_id":"sec_edef15a3-26b7-42f1-a653-6dd44a72acf0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM shortage：","quote_start":0,"quote_end":13,"text_sha256":"727ff94c5b135a5289087fcf7b7c630772f542c2c65354ca11c09eae25f65a81","block_sha256":"727ff94c5b135a5289087fcf7b7c630772f542c2c65354ca11c09eae25f65a81","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e2c369be-a992-44a9-bbc1-81ed4928e89f/#blk_fcc508be-3344-4950-8121-21e1895c0b40"},{"id":"occ_066427e441c3152d6b44fba7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","work_id":"wrk_3ee013c2-2eea-4150-98f7-f1bf51161cc8","block_id":"blk_18bf156d-f22b-421e-ab43-5918dd3328f2","section_id":"sec_05ec28e4-5ecd-48a5-84dc-82c2dda05cda","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":71,"end":74,"exact":"HBM","quote":"している。\nしかし、ボトルネックはGPUだけではなく、電力、冷却、水、用地、送電網、住民合意、変圧器、光通信、HBM、半導体製造能力へ広がっている。\nそのためAIインフラは、ITテーマではなく、電力・重電・素材・建設・半導体を巻き込む巨大な産業テーマになっている。**","quote_start":16,"quote_end":150,"text_sha256":"ed06cc6db9151733bfc8e7a676f27c8925c24052237cd330e15bbc68d66fd6c3","block_sha256":"ed06cc6db9151733bfc8e7a676f27c8925c24052237cd330e15bbc68d66fd6c3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e4df2a9f-4a34-4f95-8006-7efec2bba610/#blk_18bf156d-f22b-421e-ab43-5918dd3328f2"},{"id":"occ_60db5a02ea0a29e202592c68","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","work_id":"wrk_3ee013c2-2eea-4150-98f7-f1bf51161cc8","block_id":"blk_25dd471b-5295-4e23-be10-c425c56c62c5","section_id":"sec_7cdb4c90-4fd4-454c-be7c-c7ea349c1617","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":257,"end":260,"exact":"HBM","quote":" |\n| 半導体部材  | MLCC、インダクタ、PCB、ABF、銅箔       |\n| メモリ    | HBM、DRAM、SSD                |\n| 建設・不動産 | データセンター開発、電力用地              |\n| 電力     | 原発、ガス、再エネ、蓄電池、PPA    ","quote_start":202,"quote_end":360,"text_sha256":"de7bf097af9ba8a10c757dc7d7886462d07c8c4007b9662beef5b62c8ea37f97","block_sha256":"de7bf097af9ba8a10c757dc7d7886462d07c8c4007b9662beef5b62c8ea37f97","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e4df2a9f-4a34-4f95-8006-7efec2bba610/#blk_25dd471b-5295-4e23-be10-c425c56c62c5"},{"id":"occ_66399fccbf587d4fa13b22bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","work_id":"wrk_3ee013c2-2eea-4150-98f7-f1bf51161cc8","block_id":"blk_2c078300-a4bb-4739-9ac4-da9ca2d903ac","section_id":"sec_305970d5-acfb-4e1c-a92e-bec899baa96c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":66,"end":69,"exact":"HBM","quote":"ても、AIメモリブームで時価総額が1兆ドルに接近したとReutersが報じています。背景は、AIサーバー向けのHBMと通常DRAM需要です。([Reuters][11])","quote_start":11,"quote_end":96,"text_sha256":"4f423ab07e6fb68cdb0598a47fe150e5722ca02862a29ea69ac10b6af2675a3a","block_sha256":"4f423ab07e6fb68cdb0598a47fe150e5722ca02862a29ea69ac10b6af2675a3a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e4df2a9f-4a34-4f95-8006-7efec2bba610/#blk_2c078300-a4bb-4739-9ac4-da9ca2d903ac"},{"id":"occ_ec8b17925313fe73ef308381","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","work_id":"wrk_3ee013c2-2eea-4150-98f7-f1bf51161cc8","block_id":"blk_4dd30a9c-b3ea-4ef7-99b2-d8481e16c59e","section_id":"sec_7f9f5c31-3088-43ba-b9cb-497457efaa82","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"**GPU・HBMだけではなく、データセンター用地、電力、変圧器、送電網、冷却、水、光通信、銅線、建設許認可、住民合意**","quote_start":0,"quote_end":61,"text_sha256":"b1fc9ee0ec0fb7dbcb86f84ef43563cfc0b762bcbc9d9a55bdeab1221cf32189","block_sha256":"b1fc9ee0ec0fb7dbcb86f84ef43563cfc0b762bcbc9d9a55bdeab1221cf32189","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e4df2a9f-4a34-4f95-8006-7efec2bba610/#blk_4dd30a9c-b3ea-4ef7-99b2-d8481e16c59e"},{"id":"occ_c9aa0d99321dc46e33d4fb4c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","work_id":"wrk_3ee013c2-2eea-4150-98f7-f1bf51161cc8","block_id":"blk_596f0b0f-0ffe-4aee-9861-b0af59be4c2c","section_id":"sec_05ec28e4-5ecd-48a5-84dc-82c2dda05cda","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"**「AIはクラウドの中で動いているのではない。発電所、銅線、水冷配管、HBM、光ファイバーの上で動いている」**","quote_start":0,"quote_end":57,"text_sha256":"6d78fd434bb5417aa0bd9519b1e2392d15923fbbda8f20c50d0e06105f819d7c","block_sha256":"6d78fd434bb5417aa0bd9519b1e2392d15923fbbda8f20c50d0e06105f819d7c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e4df2a9f-4a34-4f95-8006-7efec2bba610/#blk_596f0b0f-0ffe-4aee-9861-b0af59be4c2c"},{"id":"occ_7a90fd35e056b2eebff28083","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","work_id":"wrk_3ee013c2-2eea-4150-98f7-f1bf51161cc8","block_id":"blk_5dcc972c-37c0-4c55-90d8-f7a628ed3d22","section_id":"sec_305970d5-acfb-4e1c-a92e-bec899baa96c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"特にHBMは、GPU性能を引き出すための必須部品です。\nGPUがどれだけ速くても、メモリ帯域が足りなければ大規模モデル推論や学習は詰まります。","quote_start":0,"quote_end":71,"text_sha256":"db9f0b1373df49d0f8798bcd75237c0f05776bf79627497c4328e5af7da99187","block_sha256":"db9f0b1373df49d0f8798bcd75237c0f05776bf79627497c4328e5af7da99187","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e4df2a9f-4a34-4f95-8006-7efec2bba610/#blk_5dcc972c-37c0-4c55-90d8-f7a628ed3d22"},{"id":"occ_62c09a3f110ad92333d0e230","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","work_id":"wrk_3ee013c2-2eea-4150-98f7-f1bf51161cc8","block_id":"blk_94789fac-18fa-437b-8a18-9e3a12c40b39","section_id":"sec_305970d5-acfb-4e1c-a92e-bec899baa96c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"## 10. SK hynixの時価総額1兆ドル接近はHBMの象徴","quote_start":0,"quote_end":33,"text_sha256":"e0d87c141c5b1cdd5e8edbddf0aeede9e181e808c811cbc4876820fa1b895b5d","block_sha256":"e0d87c141c5b1cdd5e8edbddf0aeede9e181e808c811cbc4876820fa1b895b5d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e4df2a9f-4a34-4f95-8006-7efec2bba610/#blk_94789fac-18fa-437b-8a18-9e3a12c40b39"},{"id":"occ_5f67109750fa022b0165078a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","work_id":"wrk_3ee013c2-2eea-4150-98f7-f1bf51161cc8","block_id":"blk_afbc41aa-5902-486c-a227-f5c2d85568e4","section_id":"sec_662074d1-fcfe-4cf6-bb3f-8df0d2011508","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"- AIインフラはGPU・HBM不足から物理インフラ不足へ移行している。\n- ソフトバンクGのフランス計画は、電力と産業用地を含めたAI拠点づくりである。\n- 水冷や液冷は、日本国内でも現実的なテーマになっている。\n- 米国の反対運","quote_start":0,"quote_end":116,"text_sha256":"fb81d4db8213976f5b274e46bba0b36b466f44919296f8e5f5097a446abb428f","block_sha256":"fb81d4db8213976f5b274e46bba0b36b466f44919296f8e5f5097a446abb428f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e4df2a9f-4a34-4f95-8006-7efec2bba610/#blk_afbc41aa-5902-486c-a227-f5c2d85568e4"},{"id":"occ_61ca12f30d5fda8c908bb513","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","work_id":"wrk_3ee013c2-2eea-4150-98f7-f1bf51161cc8","block_id":"blk_b0861d97-2126-41b8-a5f3-4fe250841d45","section_id":"sec_34f3a0df-63bd-46c9-9af6-311d9e84143e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBM**\n**DRAM**\n**NAND/SSD**\n**ネットワークASIC**\n**光DSP**\n**PCIe/CXLリタイマ**\n**電源IC**\n**MLCC**\n**インダクタ**\n**パッケー","quote_start":0,"quote_end":105,"text_sha256":"80e997f4eb072e1344b21e8dbc37eb4ccdc87738dff907bd1c58f50d926a91d9","block_sha256":"80e997f4eb072e1344b21e8dbc37eb4ccdc87738dff907bd1c58f50d926a91d9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e4df2a9f-4a34-4f95-8006-7efec2bba610/#blk_b0861d97-2126-41b8-a5f3-4fe250841d45"},{"id":"occ_b1c3f836c6c71d81ea2d1287","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","work_id":"wrk_3ee013c2-2eea-4150-98f7-f1bf51161cc8","block_id":"blk_fb459ca2-5cf6-4ef7-b478-d774f3b385a8","section_id":"sec_05ec28e4-5ecd-48a5-84dc-82c2dda05cda","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"**「AIインフラ相場の主役交代：GPUの次は、電力・冷却・光・HBM・用地がボトルネックになる」**","quote_start":0,"quote_end":51,"text_sha256":"f65c73a1db15c698ebc12ed890f48ff3424dce074bc5efdfca7324f344bf0532","block_sha256":"f65c73a1db15c698ebc12ed890f48ff3424dce074bc5efdfca7324f344bf0532","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e4df2a9f-4a34-4f95-8006-7efec2bba610/#blk_fb459ca2-5cf6-4ef7-b478-d774f3b385a8"},{"id":"occ_32a446f59524e99669e71739","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","work_id":"wrk_32ece787-7a49-4ffc-829e-29a33ff4b761","block_id":"blk_0dba958d-3c6e-466f-94f0-44b1600e3713","section_id":"sec_f30d4690-5efd-4c95-9569-c2002adf14c0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"重要なのは、GPUの発熱は均一ではないということです。HBM周辺、演算コア、I/O、チップレット周辺など、局所的に熱いホットスポットが出ます。そのため、コールドプレートの流路設計は単なる配管ではなく、どこにどれだけ冷却液を流すかを最適化する高度な熱設計になりま","quote_start":0,"quote_end":130,"text_sha256":"26f1347316aa101190fefc24bda5682741e92588c8dc706e0d64b3f26524807c","block_sha256":"26f1347316aa101190fefc24bda5682741e92588c8dc706e0d64b3f26524807c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d/#blk_0dba958d-3c6e-466f-94f0-44b1600e3713"},{"id":"occ_ebef0cc035d8b9bbd888ae09","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","work_id":"wrk_32ece787-7a49-4ffc-829e-29a33ff4b761","block_id":"blk_5b5af842-8340-4b8b-aae6-67a63b4ca9fa","section_id":"sec_4bc13d3e-5c2e-4305-a3c4-2b574516a225","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"これまでAI投資は、GPU、HBM、先端パッケージ、光通信、電力に注目が集まりがちでした。しかし、Blackwell以降は、**熱を逃がせなければGPUを並べられない**という局面に入っています。","quote_start":0,"quote_end":98,"text_sha256":"67b0fba64c91b073b1dd76060f9d3391e9b9b649cb38fdedad9f8fe033f33408","block_sha256":"67b0fba64c91b073b1dd76060f9d3391e9b9b649cb38fdedad9f8fe033f33408","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d/#blk_5b5af842-8340-4b8b-aae6-67a63b4ca9fa"},{"id":"occ_4407b7101a8c5a1db7e85efb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","work_id":"wrk_32ece787-7a49-4ffc-829e-29a33ff4b761","block_id":"blk_79da4990-bc5d-4840-a717-63ee1f036447","section_id":"sec_9b765123-f63e-4495-9895-3cb97d0d46e9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"AIインフラを考える時、これまではGPU、HBM、ネットワーク、光通信、電力の話が中心でした。しかし、Blackwell以降のAIデータセンターでは、もう一つの主役が明確になってきています。","quote_start":0,"quote_end":95,"text_sha256":"0cfef28780e7b87dac6a9aab6f02ff898e4fccacff657bafe2149f86a373f4ce","block_sha256":"0cfef28780e7b87dac6a9aab6f02ff898e4fccacff657bafe2149f86a373f4ce","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d/#blk_79da4990-bc5d-4840-a717-63ee1f036447"},{"id":"occ_2cbf5ed60ac957b997e6271c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","work_id":"wrk_32ece787-7a49-4ffc-829e-29a33ff4b761","block_id":"blk_ad0077b7-4b35-4f37-8c79-470c04211352","section_id":"sec_1107f512-8a30-49ee-8e34-cda421840312","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"GPUは熱を生む筋肉です。HBMはそのそばの記憶です。NVLinkやEthernetは神経で、CDUとドライクーラーは、その身体が熱で倒れないようにする循環系です。","quote_start":0,"quote_end":82,"text_sha256":"c06553195b014688b65daa1be221424df6c9f60eecb741eb7184951c4c772f02","block_sha256":"c06553195b014688b65daa1be221424df6c9f60eecb741eb7184951c4c772f02","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d/#blk_ad0077b7-4b35-4f37-8c79-470c04211352"},{"id":"occ_a425166e1bfc9566308339d9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b","block_id":"blk_0a67de5d-2677-471b-be0d-8adbbfdfd26a","section_id":"sec_952d8093-910f-49c6-b0e8-f0ac3faf24ba","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"- 何を米国へ渡すのか\n- どこまで製造を米国内へ置くのか\n- 誰が長期的に韓国製HBMを購入するのか\n- その代わりにどのような政策的保護を得るのか","quote_start":0,"quote_end":75,"text_sha256":"67ac94acedfa95cae9ea550d5e66536ca3d465620970cd0d9f47a87e14dd49aa","block_sha256":"67ac94acedfa95cae9ea550d5e66536ca3d465620970cd0d9f47a87e14dd49aa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/#blk_0a67de5d-2677-471b-be0d-8adbbfdfd26a"},{"id":"occ_f2f98015f7a889bc44a7830b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b","block_id":"blk_10efdb18-6b93-432a-b357-ad14e227eb1e","section_id":"sec_4db71d56-217d-4b0a-b026-48becaebab76","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBMの積層・先端パッケージング\n- 次世代製品の研究開発\n- 大学との共同研究\n- 米国人の雇用\n- 米国内顧客への供給","quote_start":0,"quote_end":63,"text_sha256":"e094958ccf3e1f179631e6d5dcc3cea2c705a2f41f89c8c556beed509c1dff45","block_sha256":"e094958ccf3e1f179631e6d5dcc3cea2c705a2f41f89c8c556beed509c1dff45","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/#blk_10efdb18-6b93-432a-b357-ad14e227eb1e"},{"id":"occ_4b72b9d903de1501466a7679","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b","block_id":"blk_204d1d1d-c78a-45f2-b252-c82914ab5313","section_id":"sec_663d10f0-942e-4d63-b3c1-9ed694804e0d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":45,"end":48,"exact":"HBM","quote":"> AIモデル企業  \n> ↓  \n> GPU・カスタムASIC企業  \n> ↓  \n> HBM・先端パッケージ企業  \n> ↓  \n> 工場・電力・資本","quote_start":0,"quote_end":77,"text_sha256":"77a5d4d06328895c9a6d8cf21b6ecb74d6b4ea5de41a5afe3c8e39698cf3d783","block_sha256":"77a5d4d06328895c9a6d8cf21b6ecb74d6b4ea5de41a5afe3c8e39698cf3d783","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/#blk_204d1d1d-c78a-45f2-b252-c82914ab5313"},{"id":"occ_26167b17f1b8df6c148223eb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b","block_id":"blk_2b76a9e6-a99e-4101-8285-cd2462b7728a","section_id":"sec_57aeeef1-0f3f-483f-9bbf-7eb6c809f987","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"SK hynixについては、既存のHBM優位に加えて、米国でのパッケージングと顧客契約が一体化すれば、供給能力と長期契約の確度が高まる。","quote_start":0,"quote_end":68,"text_sha256":"4eeed66e9d6524b8b2365ef787a78306c41a7fbcd33973fb889809aff5752aed","block_sha256":"4eeed66e9d6524b8b2365ef787a78306c41a7fbcd33973fb889809aff5752aed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/#blk_2b76a9e6-a99e-4101-8285-cd2462b7728a"},{"id":"occ_3ef4cd1a693a712ed99e799f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b","block_id":"blk_47a9efff-0e27-4e62-a3d1-d5e2a37edb2f","section_id":"sec_663d10f0-942e-4d63-b3c1-9ed694804e0d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":49,"end":52,"exact":"HBM","quote":"NVIDIAはAI GPUの最大手であり、SK hynix、Samsung、Micronが製造するHBMの最大需要源である。","quote_start":0,"quote_end":62,"text_sha256":"102119fb2d08a05e94cf6d404e6ad779bb6f8dcaf516c0bee1fed1a5f7ca49b9","block_sha256":"102119fb2d08a05e94cf6d404e6ad779bb6f8dcaf516c0bee1fed1a5f7ca49b9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/#blk_47a9efff-0e27-4e62-a3d1-d5e2a37edb2f"},{"id":"occ_4b7a2f3c31c52b03e242bf7f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b","block_id":"blk_a0b4739f-34d9-44f3-89fd-2b22a3b8c7ca","section_id":"sec_e14aba4c-866f-4a7f-bb43-02e526fc952b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":4,"end":8,"exact":"HBM4","quote":"第二に、HBM4、次世代HBM、カスタムASIC、先端パッケージングなど具体的な製品・技術が示されたか。","quote_start":0,"quote_end":52,"text_sha256":"6360e6c1dc3aa8d292a4e9d448a98427328af4403406c2d4f8941fee65a5dd11","block_sha256":"6360e6c1dc3aa8d292a4e9d448a98427328af4403406c2d4f8941fee65a5dd11","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/#blk_a0b4739f-34d9-44f3-89fd-2b22a3b8c7ca"},{"id":"occ_bd0c3ffc5ecf6d2e0e00a7a6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b","block_id":"blk_aa8f535f-df72-4f3c-bc48-1771a5ed56dc","section_id":"sec_a9ebdfad-2679-48bc-92dd-3c05b57370c3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"米国は顧客、資本、設計企業、政策保護を提供する。韓国はHBM、製造能力、工場投資、雇用を提供する。","quote_start":0,"quote_end":49,"text_sha256":"d7f814f790e5793e0e7cc59f903712c8b223b89bdb8b7d657357314d37d8d830","block_sha256":"d7f814f790e5793e0e7cc59f903712c8b223b89bdb8b7d657357314d37d8d830","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/#blk_aa8f535f-df72-4f3c-bc48-1771a5ed56dc"},{"id":"occ_7c073b9180bde165536d6abe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b","block_id":"blk_eab5193f-38b2-499b-bcca-ac1e483deb8c","section_id":"sec_4db71d56-217d-4b0a-b026-48becaebab76","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"SK hynixは、インディアナ州West Lafayetteに約38億7,000万ドルを投資し、次世代HBMの先端パッケージング施設と研究開発拠点を建設する。","quote_start":0,"quote_end":80,"text_sha256":"9fcfa40f78efc130e37b470495aba9a4636bbc92362b21d25cf6a0de34933076","block_sha256":"9fcfa40f78efc130e37b470495aba9a4636bbc92362b21d25cf6a0de34933076","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/#blk_eab5193f-38b2-499b-bcca-ac1e483deb8c"},{"id":"occ_87f11e5ea0ddc51202f8e83e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b","block_id":"blk_f1054466-f9f1-45ea-8458-736f060ab64c","section_id":"sec_4db71d56-217d-4b0a-b026-48becaebab76","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"同施設は約1,000人の雇用を生み、2028年後半から次世代HBMの量産を開始する計画だ。米商務省はこの投資について、米国内AIサプライチェーンに残されていた重要な空白を埋めるものと説明している。","quote_start":0,"quote_end":98,"text_sha256":"23ef66bf92b865662e0f9bf915e5fbb09b4ef8bbc5f39270168a47ed7aacd80d","block_sha256":"23ef66bf92b865662e0f9bf915e5fbb09b4ef8bbc5f39270168a47ed7aacd80d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/#blk_f1054466-f9f1-45ea-8458-736f060ab64c"},{"id":"occ_65e8a2c3f28ad6f1ca8fc254","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b","block_id":"blk_f1eeb626-a0b4-451e-8344-891ad0334a44","section_id":"sec_42029008-f599-48a3-bbe5-d1370da31a0d","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"- NVIDIAやBroadcomとの複数年HBM供給契約\n- HBM4・次世代HBMの具体的な採用\n- OpenAIやAnthropicによる大規模計算資源契約\n- 米国AIデータセンターの具体的な容量や建設時期\n- SamsungまたはSK hy","quote_start":0,"quote_end":125,"text_sha256":"d40d18e7c4ff56b4fac0d5364178f59b1ffa91ee3cdece2875a577b1b331ed5a","block_sha256":"d40d18e7c4ff56b4fac0d5364178f59b1ffa91ee3cdece2875a577b1b331ed5a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/#blk_f1eeb626-a0b4-451e-8344-891ad0334a44"},{"id":"occ_f95b9ee1c1ca150559c385d2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b","block_id":"blk_f470e0e5-1037-45dc-bb09-d8d2b4312457","section_id":"sec_57aeeef1-0f3f-483f-9bbf-7eb6c809f987","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"SamsungにNVIDIAやBroadcom関連の具体的なHBM採用が出れば、単なるメモリ市況回復を超えた再評価材料になる。","quote_start":0,"quote_end":63,"text_sha256":"7ef3d6cad50e0c272b18a69653213ae4b47573d31cbead99131ed6b8454d1d5a","block_sha256":"7ef3d6cad50e0c272b18a69653213ae4b47573d31cbead99131ed6b8454d1d5a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/#blk_f470e0e5-1037-45dc-bb09-d8d2b4312457"},{"id":"occ_b7dfe0ef3c0f36f32e7b6903","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b","block_id":"blk_fea710f7-5efd-4118-9775-0ddfc3608d14","section_id":"sec_663d10f0-942e-4d63-b3c1-9ed694804e0d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":73,"end":76,"exact":"HBM","quote":"カスタムAI ASICや高速ネットワーキングに深く関与している。NVIDIA以外のAIチップ市場が拡大すれば、HBM需要が一社依存から分散していく。","quote_start":18,"quote_end":92,"text_sha256":"4356d70d2f25ef635070ecf71489ec6963db1ca26ad29e05714475b7a3fa894c","block_sha256":"4356d70d2f25ef635070ecf71489ec6963db1ca26ad29e05714475b7a3fa894c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc/#blk_fea710f7-5efd-4118-9775-0ddfc3608d14"},{"id":"occ_1dbcb90fc98425ead6963cf2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_16220e49-5a60-46df-bbc8-abab27f151fc","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM placement","quote_start":0,"quote_end":13,"text_sha256":"340eaa7a08cd7e30135b8fe701e24dcd911ce4e4e0b7777b45c8798f42728a24","block_sha256":"340eaa7a08cd7e30135b8fe701e24dcd911ce4e4e0b7777b45c8798f42728a24","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_16220e49-5a60-46df-bbc8-abab27f151fc"},{"id":"occ_e5f26a53b29cc291b9d3242f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_198c5a24-d70d-4a5d-ad9d-f2e23703b759","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":145,"end":148,"exact":"HBM","quote":"pを1日未満まで短縮できたとしている。7月にはさらにAuraStack AI Super Agentを投入し、HBM配置、Advanced Package、PCB、Signal Integrity、Power Integrity、Thermal、MechanicalまでAgentic AIで扱い始めた。(Caden","quote_start":90,"quote_end":248,"text_sha256":"0c959918f2a5a6ea6d165d11542e4363c7019bb4bd313975e67681e7b49b4325","block_sha256":"0c959918f2a5a6ea6d165d11542e4363c7019bb4bd313975e67681e7b49b4325","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_198c5a24-d70d-4a5d-ad9d-f2e23703b759"},{"id":"occ_0747e0feed7f2949351c2f18","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_23e65d96-e14f-4c73-9833-e5f5516f5a98","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"FormFactorが示す次世代HBM Probe環境も、5GHz超、125℃超、大電流、DUT当たり8万本超のProbeという世界に入っている。(FormFactor, Inc.)","quote_start":0,"quote_end":91,"text_sha256":"a618e2c1b04a32ce7ff6faed2b0a49f2bfe84cb8f409c1d4314d6ed0f735610a","block_sha256":"a618e2c1b04a32ce7ff6faed2b0a49f2bfe84cb8f409c1d4314d6ed0f735610a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_23e65d96-e14f-4c73-9833-e5f5516f5a98"},{"id":"occ_f760c45e32053cbe3de74c42","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_2ae6314a-b275-4608-a0b9-fc3f8949201d","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM PHY","quote_start":0,"quote_end":7,"text_sha256":"b9683e7d6466d3a595048f309d3274adff3fb77fede7b69933515e866a11945d","block_sha256":"b9683e7d6466d3a595048f309d3274adff3fb77fede7b69933515e866a11945d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_2ae6314a-b275-4608-a0b9-fc3f8949201d"},{"id":"occ_9d0c9af8037b89f6c4bdc65b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_2c9b4870-883c-402b-9a0d-d222ea6c5a2b","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM PHY / Integration","quote_start":0,"quote_end":21,"text_sha256":"f8712bfe653d22f34ebdf57ea90965214a7f4ebc9acfe23a45d89ae4154d564c","block_sha256":"f8712bfe653d22f34ebdf57ea90965214a7f4ebc9acfe23a45d89ae4154d564c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_2c9b4870-883c-402b-9a0d-d222ea6c5a2b"},{"id":"occ_29d392c141eaf8c5741d2b30","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_2eea47f5-6b29-4e13-90fa-b5c8796f79c4","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_2eea47f5-6b29-4e13-90fa-b5c8796f79c4"},{"id":"occ_235ebd7364b71939b3561512","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_4ed32ea7-bab2-471b-a7b4-a745ebe88322","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":41,"end":44,"exact":"HBM","quote":"何世代ものTPU、Network ASIC、SerDes、CPO、Package、HBM IntegrationのDataを持っているからだ。","quote_start":0,"quote_end":71,"text_sha256":"07deb843f9f0bae12cb5832b8d925fe6da8276e3f75e32ec4998273a349f1ea9","block_sha256":"07deb843f9f0bae12cb5832b8d925fe6da8276e3f75e32ec4998273a349f1ea9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_4ed32ea7-bab2-471b-a7b4-a745ebe88322"},{"id":"occ_38a2fa3988d7367b7b286784","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_60d787de-6669-464d-a7ec-05e4df0f8952","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM PHY","quote_start":0,"quote_end":7,"text_sha256":"b9683e7d6466d3a595048f309d3274adff3fb77fede7b69933515e866a11945d","block_sha256":"b9683e7d6466d3a595048f309d3274adff3fb77fede7b69933515e866a11945d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_60d787de-6669-464d-a7ec-05e4df0f8952"},{"id":"occ_5e2e6a946b6f9517495103c9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_65ddbd6e-76c4-4792-b229-5aa77fd0810b","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":80,"end":83,"exact":"HBM","quote":"設計したか。 Compute ArchitectureだけOpenAIなのか。Physical Design、HBM PHY、Package、SerDes、NICまでOpenAIが入ってきたのか。","quote_start":25,"quote_end":123,"text_sha256":"c76c7027c268406543915976c016d5dddc0c74a8348216319d8d8bf88c59c48a","block_sha256":"c76c7027c268406543915976c016d5dddc0c74a8348216319d8d8bf88c59c48a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_65ddbd6e-76c4-4792-b229-5aa77fd0810b"},{"id":"occ_ee8e5ec10d3d10a8f25f8f53","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_708fbe34-c418-48f3-a43a-2c73c28cb51f","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"SK hynixにはHBM StackingとMemory Yield Dataがある。","quote_start":0,"quote_end":44,"text_sha256":"25d3bcd5e9bb8b65f11ae21dff0f06569593b59ac6f83d059ccbac3a37f4f0e0","block_sha256":"25d3bcd5e9bb8b65f11ae21dff0f06569593b59ac6f83d059ccbac3a37f4f0e0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_708fbe34-c418-48f3-a43a-2c73c28cb51f"},{"id":"occ_2657dd03d2d0d145a2e23bc0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_83cac7f5-cfc7-49a8-9ddc-e3dd6843def6","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_83cac7f5-cfc7-49a8-9ddc-e3dd6843def6"},{"id":"occ_e3f95a5c3dfe8d81f3b2a8c3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_87141143-3113-4c5b-9220-132f5f9eab53","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM / SRAM Integration","quote_start":0,"quote_end":22,"text_sha256":"26a038a13175e559f36bf41bb748ff1a370c60a0bbe9c0843bd9f8a170ac3b71","block_sha256":"26a038a13175e559f36bf41bb748ff1a370c60a0bbe9c0843bd9f8a170ac3b71","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_87141143-3113-4c5b-9220-132f5f9eab53"},{"id":"occ_df74756e40db893ea8310456","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_8f04a36a-052f-4f34-a3ac-07a1e014f4d8","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Integration","quote_start":0,"quote_end":15,"text_sha256":"8f0bc5f5bd211dcafc71b60c081f42bb4facae2697d4013a1ecdbd38fddbc4f7","block_sha256":"8f0bc5f5bd211dcafc71b60c081f42bb4facae2697d4013a1ecdbd38fddbc4f7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_8f04a36a-052f-4f34-a3ac-07a1e014f4d8"},{"id":"occ_38d461c2d23e6afc8a412f93","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_a5fdb326-47f9-44b7-80e3-3557ce61d056","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"OpenAI自身も200G/400G SerDes、HBM、2.5D/3D Package、Interposer、SubstrateへEngineerを配置している。(OpenAI)","quote_start":0,"quote_end":91,"text_sha256":"cbe6beb8ef6718f6d024c029a2cceb1bd54940838163ab27bf4ab36a8815b71d","block_sha256":"cbe6beb8ef6718f6d024c029a2cceb1bd54940838163ab27bf4ab36a8815b71d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_a5fdb326-47f9-44b7-80e3-3557ce61d056"},{"id":"occ_51d8299d681a3a39ef0133f6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_ae85ce46-8674-47aa-a82a-8f6d90ea9926","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"Teradyneは、2.5D/3D、HBM、Chipletによって、従来のATE Testを通過しただけでは不十分になり、Power Delivery、Thermal、HBM/TSV/Package Interconnect、Firmware","quote_start":0,"quote_end":121,"text_sha256":"c1f0508dbdc1e64c31d3908494b45d75e4111940c06550175e609d92cda7663b","block_sha256":"c1f0508dbdc1e64c31d3908494b45d75e4111940c06550175e609d92cda7663b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_ae85ce46-8674-47aa-a82a-8f6d90ea9926"},{"id":"occ_96505526c41a619910117ad2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_b7ee6eb1-4d3e-4e56-8bca-0aa49f777a96","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Interface","quote_start":0,"quote_end":13,"text_sha256":"bb37167813eb7caff5a5d604327c92caffa24fce713d15292e0ec3b2232ea275","block_sha256":"bb37167813eb7caff5a5d604327c92caffa24fce713d15292e0ec3b2232ea275","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_b7ee6eb1-4d3e-4e56-8bca-0aa49f777a96"},{"id":"occ_37af6d7f0edf0bfc5255fd82","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_d1ff8db1-6551-4b0b-8d56-5d033c92a21b","section_id":"sec_bbffc184-c9ed-450e-82a3-6bd560a838e8","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":136,"end":139,"exact":"HBM","quote":"は両立する。ただし、一つの工程が速くなっただけで工場全体が速くなったとは言えない。設計時間を削った先で、基板やHBMを待っていないか。QAC-GWの観点を重ねると、問うべき成果は「図面が早くできた」から「予定した用途で、いつ、どれだけ有効に動いたか」へ移る。その差を縮めた部品と仕事に、次の世代でも対価が残るのかを確","quote_start":81,"quote_end":239,"text_sha256":"5cb54c861f78474fe5598ce9ba84ae138c6b9a24afeda0ad2b5a2f2ad434d84f","block_sha256":"5cb54c861f78474fe5598ce9ba84ae138c6b9a24afeda0ad2b5a2f2ad434d84f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_d1ff8db1-6551-4b0b-8d56-5d033c92a21b"},{"id":"occ_16bb9476885b914929586048","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_d7ce285e-5fa3-452d-b430-bd6ce6905707","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":60,"end":63,"exact":"HBM","quote":"e TPUのCustomer Owned Toolingがどこまで進んだか。 BroadcomがSerDes、HBM Integration、Packageで優位を維持できているか。","quote_start":5,"quote_end":96,"text_sha256":"ffb70bc9ed850348e44adcc1aefb0168afff10b3105824793eee7debaf8bf8e4","block_sha256":"ffb70bc9ed850348e44adcc1aefb0168afff10b3105824793eee7debaf8bf8e4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_d7ce285e-5fa3-452d-b430-bd6ce6905707"},{"id":"occ_8346f6891367fd5174e6b39c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_edd197d4-96be-47a2-af7a-7a70b0681267","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを接続する。","quote_start":0,"quote_end":9,"text_sha256":"d98dc88e76d492db0131271e43c13e68a83503b1021094725238798da7e4526b","block_sha256":"d98dc88e76d492db0131271e43c13e68a83503b1021094725238798da7e4526b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_edd197d4-96be-47a2-af7a-7a70b0681267"},{"id":"occ_080745f6a076faba678fdb61","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b","block_id":"blk_ff2a3b0b-4f1c-435f-b64a-860d19e036f8","section_id":"sec_1afdbaf1-5786-4caa-9bb7-1a11027e856f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":70,"end":73,"exact":"HBM","quote":"omのProprietary Design Flowによって、4 Compute Die、I/O Die、6 HBMを統合したComplex XPUをFirst-passで成立させたとBroadcomは説明している。(Broadcom Inc.)","quote_start":15,"quote_end":138,"text_sha256":"43a3f57ae05c43d7e0376378839ccf972404af6523035020c08b83718e181648","block_sha256":"43a3f57ae05c43d7e0376378839ccf972404af6523035020c08b83718e181648","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eaa7004e-c9e4-4bc4-9718-2e518decec70/#blk_ff2a3b0b-4f1c-435f-b64a-860d19e036f8"},{"id":"occ_44297a894604a2d8e4aaeadf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eb92ff59-a729-4aea-ac3f-9cbb667b2dd4","work_id":"wrk_0bf6ec28-040e-4940-a9e0-45eb805889bd","block_id":"blk_79c752e7-7a43-4bb3-8c7a-ace50469fa8b","section_id":"sec_904532ed-8920-4f89-b157-5b73a9fe5bb3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、","quote_start":0,"quote_end":5,"text_sha256":"2c268c764b03152b706cd259a17e5c332c8e3162efa54356d30063248c6eec3f","block_sha256":"2c268c764b03152b706cd259a17e5c332c8e3162efa54356d30063248c6eec3f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eb92ff59-a729-4aea-ac3f-9cbb667b2dd4/#blk_79c752e7-7a43-4bb3-8c7a-ace50469fa8b"},{"id":"occ_e7a08678e5c2976a708765c5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec6cc502-640e-4fef-a24c-82386eb57344","work_id":"wrk_a4a974fa-91dc-443a-80e8-17400ac231f3","block_id":"blk_2c5e3be0-b28d-431f-8d79-087eeaef63a9","section_id":"sec_42714715-4d79-458d-ab2e-61db0f048e50","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":200,"end":203,"exact":"HBM","quote":"ング（HPC）や人工知能（AI）向けに使用され、シリコンインターポーザーを介して複数のチップと高帯域幅メモリ（HBM）を統合します。","quote_start":145,"quote_end":211,"text_sha256":"f8f1c2407a38325d1dc1dfa58f3913ee57a0d21120a43ad26b21ffc9dfe6ea06","block_sha256":"f8f1c2407a38325d1dc1dfa58f3913ee57a0d21120a43ad26b21ffc9dfe6ea06","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec6cc502-640e-4fef-a24c-82386eb57344/#blk_2c5e3be0-b28d-431f-8d79-087eeaef63a9"},{"id":"occ_48566fe077af4e6579e53acd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_05b736f5-cadf-4c1b-9c96-1d4d63e114e2","section_id":"sec_20e7c787-8969-4408-b1eb-1729ac5c622e","layer":"character","character_id":"zetu_noia","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":98,"end":101,"exact":"HBM","quote":"に都市計画になります。橋を作れるかではなく、巨大な基板の正しい場所へ全部を埋め、反りを抑え、25µmで接続し、HBMとCompute Dieを壊さず載せられるかが勝負です。","quote_start":43,"quote_end":129,"text_sha256":"993ce7cab8cfc3ac9862706d0e16ba5422916bff0b8c91884ac2e87eae7ede7c","block_sha256":"993ce7cab8cfc3ac9862706d0e16ba5422916bff0b8c91884ac2e87eae7ede7c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_05b736f5-cadf-4c1b-9c96-1d4d63e114e2"},{"id":"occ_ac2ae296ed7b8a75340277a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_156394eb-b8c1-43ee-a1de-107b20b3ecd3","section_id":"sec_41c2e18b-fabc-43ab-b567-3931d14e537d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"多数HBM","quote_start":0,"quote_end":5,"text_sha256":"33f1de66678725141380a3730c701aa4a4b59002d9ed97959dafd8a6e83e5231","block_sha256":"33f1de66678725141380a3730c701aa4a4b59002d9ed97959dafd8a6e83e5231","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_156394eb-b8c1-43ee-a1de-107b20b3ecd3"},{"id":"occ_2836c5d89830acab6308e33b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_1631a1a5-725f-455f-8d94-2ba538d40999","section_id":"sec_0e774861-a9c9-4104-ba4e-cadcf0c8508d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM\n        ↓\nSK hynix / Micron / Samsung","quote_start":0,"quote_end":41,"text_sha256":"bbca06f17bf5b532985c8d6ed99c6316c84ff8cbc37a2c1870df4e37c953e969","block_sha256":"bbca06f17bf5b532985c8d6ed99c6316c84ff8cbc37a2c1870df4e37c953e969","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_1631a1a5-725f-455f-8d94-2ba538d40999"},{"id":"occ_92958a12b5fc20d35ed57884","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_18715efb-6ca6-4705-9ff8-a7e191532767","section_id":"sec_4505c3a3-552c-4b4d-a55f-17c89f3d9c69","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM supplierを自由に選べるほどEMIB-Tの価値は高くなる。","quote_start":0,"quote_end":36,"text_sha256":"3d125370cacb13c3600155743a88ac31d339d4e7f2d2332a8a55d43a9efaf3d7","block_sha256":"3d125370cacb13c3600155743a88ac31d339d4e7f2d2332a8a55d43a9efaf3d7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_18715efb-6ca6-4705-9ff8-a7e191532767"},{"id":"occ_26fcc5ecc73b9bfa11a700f1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_1efcbf24-d8c1-4237-9eff-502d92a995b6","section_id":"sec_4bb39b94-6583-4d5f-b8aa-b873803b2a2d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM capacity +","quote_start":0,"quote_end":14,"text_sha256":"d40762a9c2b317770ebe64ae43a6268f85d4693ce8bb9d74604bc4cbdefd0f65","block_sha256":"d40762a9c2b317770ebe64ae43a6268f85d4693ce8bb9d74604bc4cbdefd0f65","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_1efcbf24-d8c1-4237-9eff-502d92a995b6"},{"id":"occ_44543344033276d8ca052075","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_21a69a2e-e2be-43ee-a4e7-025b4cff3977","section_id":"sec_bee515d4-a195-42ab-9c8f-01411192366a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM数","quote_start":0,"quote_end":4,"text_sha256":"de813c5d4329f1b25f641fb1239a81f2f5aba5f38fa8fe7919ed58bb6abbb77b","block_sha256":"de813c5d4329f1b25f641fb1239a81f2f5aba5f38fa8fe7919ed58bb6abbb77b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_21a69a2e-e2be-43ee-a4e7-025b4cff3977"},{"id":"occ_773334ca6e80babd70c1891a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_28c033ec-a738-4570-bafe-41f086f9556b","section_id":"sec_03f348d1-f2c5-459b-8607-fad7b90f59d0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":90,"end":93,"exact":"HBM","quote":"良品率と、完成パッケージの良品率を混同しないことである。巨大AIパッケージには、複数のCompute Die、HBM、ブリッジ、基板、電源構造、接続点が含まれる。各工程が高歩留まりでも、組み合わせる数が増えるほど全体歩留まりは下がる。","quote_start":35,"quote_end":152,"text_sha256":"ba0017031f704f476b9a753666aa3e5e16413def757e7a3fcbd5eb64d47e2b6f","block_sha256":"ba0017031f704f476b9a753666aa3e5e16413def757e7a3fcbd5eb64d47e2b6f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_28c033ec-a738-4570-bafe-41f086f9556b"},{"id":"occ_ab96653c2683d2dd3682d6a1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_40e103ff-5e30-4507-9e64-ef743b71e855","section_id":"sec_2b9fa127-62c1-478a-8b21-70635843a2b1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM","quote_start":0,"quote_end":3,"text_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","block_sha256":"ed9ab89f2219affe8cdbacd202e5b1fe8926142c38dfdb85e7d9dc981c40bed9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_40e103ff-5e30-4507-9e64-ef743b71e855"},{"id":"occ_41bcba5f49618a90edbd578c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_48dc66a9-056a-4169-8b3c-08faeebb4cca","section_id":"sec_c64c0d92-2e04-4aca-ad7b-6b9ffc67e811","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"Compute Die\n+\nI/O Die\n+\nHBM\n+\nNetwork Die\n+\nOptical I/O","quote_start":0,"quote_end":55,"text_sha256":"2b7b9bde4975620769084b22701410e48f5f408c53e4a5f49cace6ced74e5613","block_sha256":"2b7b9bde4975620769084b22701410e48f5f408c53e4a5f49cace6ced74e5613","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_48dc66a9-056a-4169-8b3c-08faeebb4cca"},{"id":"occ_3cc62ea67634759c9a075a86","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_4c6693a8-ac63-4f6f-b2ed-57f10b28f05c","section_id":"sec_48b69c1f-4c21-4d62-bbd1-64526839c539","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM          GPU\n │            │\n └── EMIB-T ──┘","quote_start":0,"quote_end":48,"text_sha256":"050938b24dcfc2d9158a6ee525048bb7d333040a0cd11531da0295b93ff528ad","block_sha256":"050938b24dcfc2d9158a6ee525048bb7d333040a0cd11531da0295b93ff528ad","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_4c6693a8-ac63-4f6f-b2ed-57f10b28f05c"},{"id":"occ_063cae8ef268e49eb33a6816","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_5ccf5af7-2de3-4a9b-9af9-da1c23b53cb6","section_id":"sec_62f1641e-8093-4ad4-bd21-3ada37b6a90e","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM HBM HBM HBM\n │   │   │   │\n B   B   B   B","quote_start":0,"quote_end":45,"text_sha256":"4bdbb06e6f5e9b62e26d5d41e8b2f027e52ca7c0d2fce67da1dea3e99d8ce021","block_sha256":"4bdbb06e6f5e9b62e26d5d41e8b2f027e52ca7c0d2fce67da1dea3e99d8ce021","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_5ccf5af7-2de3-4a9b-9af9-da1c23b53cb6"},{"id":"occ_09dddd2936319a52c6f5b029","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_629a7798-0145-4495-ad9f-fcce7d70c944","section_id":"sec_78bd4940-ece9-4644-a4d6-6a822693229b","layer":"caption","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"![HBM qualificationとSK hynix 01](media/a67ebbbf131c27a80e3c1f5213c9b4dbb3480fcc4f8dddfae797e0ef52600bd4.w","quote_start":0,"quote_end":105,"text_sha256":"e9b18d6e6e710d6162fff300507154000cde0bff349f648941ad441b73b3f47a","block_sha256":"e9b18d6e6e710d6162fff300507154000cde0bff349f648941ad441b73b3f47a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_629a7798-0145-4495-ad9f-fcce7d70c944"},{"id":"occ_b23dfa5cd47cfc9a8ac41e34","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_636063ec-1452-4098-ae30-178673f12c6c","section_id":"sec_4505c3a3-552c-4b4d-a55f-17c89f3d9c69","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM qualification","quote_start":0,"quote_end":17,"text_sha256":"65a9bdae3b637a66398b053e7eac93b7f4189e71ee7720080083087ebf74846f","block_sha256":"65a9bdae3b637a66398b053e7eac93b7f4189e71ee7720080083087ebf74846f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_636063ec-1452-4098-ae30-178673f12c6c"},{"id":"occ_0a7ac354a553ce09b4a23c2a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_63ae0630-5060-4f9c-97d2-ea05e77b2a87","section_id":"sec_dc93c221-05a1-48c3-8721-0883e34129dd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":91,"end":94,"exact":"HBM","quote":"telを確保したとの報道、MediaTekによるCoWoSとEMIB双方への公式対応、NVIDIAによる評価、HBMメーカーによる検証が伝えられている。(Reuters)","quote_start":36,"quote_end":121,"text_sha256":"4a544a0970f5311de52618d709b9c8280419c04f40fb99abc1779afc3f4a6b23","block_sha256":"4a544a0970f5311de52618d709b9c8280419c04f40fb99abc1779afc3f4a6b23","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_63ae0630-5060-4f9c-97d2-ea05e77b2a87"},{"id":"occ_d38b1fcde22371909faf8b7f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_66413b70-6a72-4f0d-b4f0-82e70119da76","section_id":"sec_d9f261ed-1b78-4e09-861b-88ca53d33607","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":"ケージ基板内部へ小型のSilicon Bridgeを埋め込み、Logic-to-LogicやLogic-to-HBMを高密度接続する2.5D方式と定義している。","quote_start":17,"quote_end":97,"text_sha256":"1b32c3dfd7b1a811e91f9a9d3ef4b52e6e61541cee52113449b948dac9e02fd4","block_sha256":"1b32c3dfd7b1a811e91f9a9d3ef4b52e6e61541cee52113449b948dac9e02fd4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_66413b70-6a72-4f0d-b4f0-82e70119da76"},{"id":"occ_89ffc37df76b1cf89c42bbde","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_71bdabe4-18dd-4be3-8f3f-e8dc1653c88c","section_id":"sec_78bd4940-ece9-4644-a4d6-6a822693229b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"### 図解｜HBM qualificationとSK hynix","quote_start":0,"quote_end":33,"text_sha256":"0d030585babffeffcffc5345b4a81e5257d467d90d53744e6f348dcea86d577d","block_sha256":"0d030585babffeffcffc5345b4a81e5257d467d90d53744e6f348dcea86d577d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_71bdabe4-18dd-4be3-8f3f-e8dc1653c88c"},{"id":"occ_637df0ffe944c572dedc2f3b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_73065d30-4d73-421c-b31e-960483870107","section_id":"sec_62f1641e-8093-4ad4-bd21-3ada37b6a90e","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"│ │ │ │ │ │\nHBM HBM HBM HBM","quote_start":0,"quote_end":27,"text_sha256":"6f53ec0d56002a898bb85cbb498778428bdf66d5031c8681b1889fa8f5f1145b","block_sha256":"6f53ec0d56002a898bb85cbb498778428bdf66d5031c8681b1889fa8f5f1145b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_73065d30-4d73-421c-b31e-960483870107"},{"id":"occ_1ace23999756063deb0541d5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_76898537-7b8f-436d-b3c0-9be803ee2e71","section_id":"sec_4afc1872-ad12-43cb-afa5-1039006a23fb","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM3E","quote":"HBM3E/HBM4/HBM5がEMIB-T上で十分にqualificationされていること","quote_start":0,"quote_end":47,"text_sha256":"9c0a8841226b5b0845c5d7ed84523e56b17198c73f611d22b6b6ba1cbc206ff2","block_sha256":"9c0a8841226b5b0845c5d7ed84523e56b17198c73f611d22b6b6ba1cbc206ff2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_76898537-7b8f-436d-b3c0-9be803ee2e71"},{"id":"occ_dd9f571e65227951ecbf0b4d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_82969f03-641f-4401-89ee-81b4493f7e61","section_id":"sec_62f1641e-8093-4ad4-bd21-3ada37b6a90e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4e"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM4e","quote":"HBM4e：12Gb/s","quote_start":0,"quote_end":12,"text_sha256":"be4dbf43be18a446c9e34f8378717bee976e4b2f3c7f255c06d072ed440d85b7","block_sha256":"be4dbf43be18a446c9e34f8378717bee976e4b2f3c7f255c06d072ed440d85b7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_82969f03-641f-4401-89ee-81b4493f7e61"},{"id":"occ_2e50ddb74849427e726828a0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_8afe98f8-2f40-41ee-b494-72f8a31c90f0","section_id":"sec_a8dda45d-17c4-4544-bea0-56ffba0b817b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"高価なCompute DieやHBMを載せる前に、","quote_start":0,"quote_end":25,"text_sha256":"00452d14cb477284198908cef37cbee1db9a04018fac4f4d08f38d8c0a30d30c","block_sha256":"00452d14cb477284198908cef37cbee1db9a04018fac4f4d08f38d8c0a30d30c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_8afe98f8-2f40-41ee-b494-72f8a31c90f0"},{"id":"occ_05545ffb446e3aa28e0e49d0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_9557fc41-ce92-4ee2-8355-27acd1fbb688","section_id":"sec_576476eb-283c-4a39-822e-4cd9dd4a3bab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM配置","quote_start":0,"quote_end":5,"text_sha256":"6202b2d27a629473c00f3afe3d85f6981d9f32933a955b1c9e5fce3a71a025c5","block_sha256":"6202b2d27a629473c00f3afe3d85f6981d9f32933a955b1c9e5fce3a71a025c5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_9557fc41-ce92-4ee2-8355-27acd1fbb688"},{"id":"occ_7c84b3ba5982babc7aa28e57","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_99f9c20a-34d8-4cc0-9a5a-397ce30a5560","section_id":"sec_c64c0d92-2e04-4aca-ad7b-6b9ffc67e811","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMやSerDesなど異なる技術を統合しにくい","quote_start":0,"quote_end":24,"text_sha256":"291001348ee02b322aab5096392ffae2f436b2632b908290d96e0734f2fb4a8d","block_sha256":"291001348ee02b322aab5096392ffae2f436b2632b908290d96e0734f2fb4a8d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_99f9c20a-34d8-4cc0-9a5a-397ce30a5560"},{"id":"occ_654c129a97e78152379827da","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_9c328e6e-cd6d-4aa0-a231-5a7b0f2426d8","section_id":"sec_48b69c1f-4c21-4d62-bbd1-64526839c539","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM     GPU     HBM\n │       │       │\n ▼       ▼       ▼\n┌─────────────────┐\n│ Silicon          │\n│ In","quote_start":0,"quote_end":103,"text_sha256":"93a7c14746226cbd056ef2d46c9c224c8b6f56559d0d9a2db0617205ae557d0d","block_sha256":"93a7c14746226cbd056ef2d46c9c224c8b6f56559d0d9a2db0617205ae557d0d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_9c328e6e-cd6d-4aa0-a231-5a7b0f2426d8"},{"id":"occ_b3105641eda8f46e153f55bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_ac59b98a-eaa9-41dc-a4a2-715c0bd9eed2","section_id":"sec_dc93c221-05a1-48c3-8721-0883e34129dd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを何スタック搭載できるのか。複数のCompute Dieをどれだけ短距離・低消費電力で接続できるのか。1kW級へ向かうAIプロセッサへどう電力を供給するのか。そして、それらを巨大な一つのパッケージとし","quote_start":0,"quote_end":103,"text_sha256":"aad9c1a8dfe41b5f684bfc5088f1c9bf36d51ef901babfada33669e84cc37fd6","block_sha256":"aad9c1a8dfe41b5f684bfc5088f1c9bf36d51ef901babfada33669e84cc37fd6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_ac59b98a-eaa9-41dc-a4a2-715c0bd9eed2"},{"id":"occ_93b25385c5203d9c5401f905","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_b9bc1b21-4756-40a7-9bff-9d4b5200d6f4","section_id":"sec_9f6783c3-d15d-4d6e-bde7-ea5e24e1d136","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"結果としてHBMやUCIeの帯域を増やせる。","quote_start":0,"quote_end":22,"text_sha256":"a20500d115ecd3683845a1e08981afb252e2b0e7415796d19601f0f1665e88de","block_sha256":"a20500d115ecd3683845a1e08981afb252e2b0e7415796d19601f0f1665e88de","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_b9bc1b21-4756-40a7-9bff-9d4b5200d6f4"},{"id":"occ_e7867f6619043d1f278576b0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_bd640298-6620-4316-8c14-d55039f4ba43","section_id":"sec_41c2e18b-fabc-43ab-b567-3931d14e537d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":44,"end":47,"exact":"HBM","quote":"substrate yield、warpage、25µm assembly yield、HBM qualification、Bridge数、ABF capacity、T-glass、顧客前払い、backlog","quote_start":0,"quote_end":104,"text_sha256":"659d6fb498892aa7ee668aa60142335e1db9365428c1c76c4be4808ef8d000e0","block_sha256":"659d6fb498892aa7ee668aa60142335e1db9365428c1c76c4be4808ef8d000e0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_bd640298-6620-4316-8c14-d55039f4ba43"},{"id":"occ_674f5d7e4665509c2ce85098","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_c1ec005e-a69a-468d-946f-6554332464f5","section_id":"sec_4505c3a3-552c-4b4d-a55f-17c89f3d9c69","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"HBM4","quote":"KPI 5　HBM4/HBM5 qualification","quote_start":0,"quote_end":29,"text_sha256":"5f6637f523ee9cd9cf2dc8618dde78ad91d443684c89f74411fc8b3fd0f119ce","block_sha256":"5f6637f523ee9cd9cf2dc8618dde78ad91d443684c89f74411fc8b3fd0f119ce","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_c1ec005e-a69a-468d-946f-6554332464f5"},{"id":"occ_bd793f8d0d2e35301941ef7e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_c4358f57-af09-425f-bc12-5a6ba1a4e239","section_id":"sec_a0749952-b145-40c5-9f43-0747870ff9c6","layer":"character","character_id":"sil_kathna","count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":28,"end":31,"exact":"HBM","quote":"そして一つの門が開けば、次の門が姿を現す。ABF、硝子、HBM、冷却、光。制約は倒されるのではなく、奥へ退く。","quote_start":0,"quote_end":55,"text_sha256":"9ffc02851679ba1103e7c1d720115e90b1f7b95281d9a860ed5434c13a9c7954","block_sha256":"9ffc02851679ba1103e7c1d720115e90b1f7b95281d9a860ed5434c13a9c7954","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_c4358f57-af09-425f-bc12-5a6ba1a4e239"},{"id":"occ_9709b0e2ec5d59fc9a394d8d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_cb421227-7cf5-4faf-80aa-ba3cace9b9a4","section_id":"sec_03f348d1-f2c5-459b-8607-fad7b90f59d0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":71,"end":74,"exact":"HBM","quote":"ボトルネックは消えずに移動する。ブリッジ供給が増えればABFとT-glass、組み立てが詰まり、そこを越えればHBM、熱、電力、検査、光I/Oが次に現れる。先端パッケージの競争とは、一つの技術を勝たせる競争ではなく、制約の移動速度より速く供給網を再設計する競争である。","quote_start":16,"quote_end":150,"text_sha256":"9d8f7801369f60ea1e9a361349ca485787d3fd7b4d589fb9c4c2a2190e29ac7b","block_sha256":"9d8f7801369f60ea1e9a361349ca485787d3fd7b4d589fb9c4c2a2190e29ac7b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_cb421227-7cf5-4faf-80aa-ba3cace9b9a4"},{"id":"occ_c6bd5e7bc53e31b7203fa3af","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_d05a9aef-ea13-46dc-9964-586f2dddae58","section_id":"sec_12d4cdff-4f3e-4e61-a0cb-7bbe533e8a97","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"その上に載るCompute DieやHBMのmicro-bump接続が均一にならない。","quote_start":0,"quote_end":43,"text_sha256":"2f45d29decc28b5253b8052f357866f509ceca8b240736ffc0e61015e7596c0e","block_sha256":"2f45d29decc28b5253b8052f357866f509ceca8b240736ffc0e61015e7596c0e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_d05a9aef-ea13-46dc-9964-586f2dddae58"},{"id":"occ_aaa69b381877936b05f3b9ac","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_d72a8104-f2c4-4aca-b889-be960c2a780f","section_id":"sec_48b69c1f-4c21-4d62-bbd1-64526839c539","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":105,"end":108,"exact":"HBM","quote":"on Interconnect）を埋め込み、SoC-to-SoC、SoC-to-chiplet、SoC-to-HBMなどを高密度接続できる。3.5倍レチクルのCoWoS-Lは2024年から量産済みである。(3DFabric)","quote_start":50,"quote_end":162,"text_sha256":"455f7d2bc7f0725e026ca838d51cfab8eaf23723a4a5208a990a685fb1977331","block_sha256":"455f7d2bc7f0725e026ca838d51cfab8eaf23723a4a5208a990a685fb1977331","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_d72a8104-f2c4-4aca-b889-be960c2a780f"},{"id":"occ_2ae06badbf65f8245cc80004","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_e3feceb0-2c88-46db-81ed-5ae7e6782dc4","section_id":"sec_41c2e18b-fabc-43ab-b567-3931d14e537d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM\n+\nAdvanced Packaging\n+\nABF\n+\nPower Delivery\n+\nThermal\n+\nTesting\n+\nOptical I/O","quote_start":0,"quote_end":81,"text_sha256":"5c5fa2bc9123ac4dbf71271a89bccec18206030bd0d80af2c7e931781517344d","block_sha256":"5c5fa2bc9123ac4dbf71271a89bccec18206030bd0d80af2c7e931781517344d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_e3feceb0-2c88-46db-81ed-5ae7e6782dc4"},{"id":"occ_d9399f4ee92d52f467073229","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_e4f9d6cc-8c6d-42ef-92f7-b287dc0b368b","section_id":"sec_a8dda45d-17c4-4544-bea0-56ffba0b817b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM\n↓\nKnown Good Stack","quote_start":0,"quote_end":22,"text_sha256":"a9c8342e161a71c569121de73881ed17c96befb39c9a8b84ded3a56dd6ec3a8b","block_sha256":"a9c8342e161a71c569121de73881ed17c96befb39c9a8b84ded3a56dd6ec3a8b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_e4f9d6cc-8c6d-42ef-92f7-b287dc0b368b"},{"id":"occ_c87f40496417f37e292ba199","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_e5430ed3-64a0-40cd-ad51-2e3d0733a496","section_id":"sec_62f1641e-8093-4ad4-bd21-3ada37b6a90e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"HBM4","quote":"16基以上のHBM4/HBM5と30個以上のEMIB-T Bridge","quote_start":0,"quote_end":35,"text_sha256":"cb4c625ca3b619ad54d4ae819d6921e3a8468c7252330b9479ab54fcf1a536f8","block_sha256":"cb4c625ca3b619ad54d4ae819d6921e3a8468c7252330b9479ab54fcf1a536f8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_e5430ed3-64a0-40cd-ad51-2e3d0733a496"},{"id":"occ_22345b35d635d4991660e867","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_e652ef3b-425b-45b1-8c47-3bdc8d0198bb","section_id":"sec_454dc718-906b-4e69-bace-d5b147381a2a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":50,"end":53,"exact":"HBM","quote":"Advanced Packaging\n ↓\nABF substrate\n ↓\nT-glass\n ↓\nHBM\n ↓\nTesting\n ↓\nThermal","quote_start":0,"quote_end":75,"text_sha256":"c8049af411328568e6efe3c5ec25b8c626a21a66d3e89f63b283fa0f9bdacfc2","block_sha256":"c8049af411328568e6efe3c5ec25b8c626a21a66d3e89f63b283fa0f9bdacfc2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_e652ef3b-425b-45b1-8c47-3bdc8d0198bb"},{"id":"occ_8f2d052a1119801011cc474d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_ebd240a9-8300-4b68-9772-eedd90926210","section_id":"sec_4505c3a3-552c-4b4d-a55f-17c89f3d9c69","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM support","quote_start":0,"quote_end":11,"text_sha256":"becba425e08de15ef6bced8fa1768c1d2083b8853086923748bae0dfd7ff0a05","block_sha256":"becba425e08de15ef6bced8fa1768c1d2083b8853086923748bae0dfd7ff0a05","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_ebd240a9-8300-4b68-9772-eedd90926210"},{"id":"occ_771edef15fdb4c6de6aad131","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_f130671b-7025-4204-8842-35dbfa7869a2","section_id":"sec_576476eb-283c-4a39-822e-4cd9dd4a3bab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4/HBM5へ対応","quote_start":0,"quote_end":12,"text_sha256":"150bf519019bda17b6c4597bf05f3a7e0a3e36ebda9dcebff394a337ca672da2","block_sha256":"150bf519019bda17b6c4597bf05f3a7e0a3e36ebda9dcebff394a337ca672da2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_f130671b-7025-4204-8842-35dbfa7869a2"},{"id":"occ_27a621365b40d1b2ae146e71","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_f5069154-5d93-4ff9-b770-ae9179ac07d6","section_id":"sec_4505c3a3-552c-4b4d-a55f-17c89f3d9c69","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"各社のHBMがEMIB-T上で認定されるかを見る。","quote_start":0,"quote_end":25,"text_sha256":"d50f7c3622239e0a50b73ce6a3115672a212ab3127ff9565bd3be01aceac2346","block_sha256":"d50f7c3622239e0a50b73ce6a3115672a212ab3127ff9565bd3be01aceac2346","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_f5069154-5d93-4ff9-b770-ae9179ac07d6"},{"id":"occ_d7144f748775852404094310","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_f9cee91a-f16e-4127-a90d-9a7262e6b405","section_id":"sec_41c2e18b-fabc-43ab-b567-3931d14e537d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":46,"end":49,"exact":"HBM","quote":"巨大なABF substrateへ何十個ものBridgeを埋め込み、25µm級接続で、多数のHBMとCompute Dieを、十分な歩留まりで量産すること","quote_start":0,"quote_end":77,"text_sha256":"df23ea13967902a6d791504e453cf4961d03bb3693c56572d7d31519b78f72d5","block_sha256":"df23ea13967902a6d791504e453cf4961d03bb3693c56572d7d31519b78f72d5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_f9cee91a-f16e-4127-a90d-9a7262e6b405"},{"id":"occ_d0ff19cb61fd9215aad844bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e","block_id":"blk_fcbedae7-e453-484e-80a0-b3e047efd419","section_id":"sec_4afc1872-ad12-43cb-afa5-1039006a23fb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"報道ではSK hynixがIntel packaging上でHBMが安定動作するかを評価している。(Tom's Hardware)","quote_start":0,"quote_end":65,"text_sha256":"2f093553b61578dbd37f190c68192f14fab565f0c7804b7c1a6f8338884e8c26","block_sha256":"2f093553b61578dbd37f190c68192f14fab565f0c7804b7c1a6f8338884e8c26","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa/#blk_fcbedae7-e453-484e-80a0-b3e047efd419"},{"id":"occ_9d0eddcbf422f958fa502b45","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","work_id":"wrk_991ce980-1208-4f4b-8294-25a23882a284","block_id":"blk_44ecb944-1751-46d0-b88e-a27b23be36d7","section_id":"sec_f95fd219-fdc3-4f72-bcfd-2295f9f35373","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"TrendForceも2027年HBM契約についてcapacity tightnessと価格上昇圧力を報告している。(TrendForce)","quote_start":0,"quote_end":70,"text_sha256":"fe30920b6f34007671c0ec1d8972ec7491d426bfed9d9dded094418cd662e86b","block_sha256":"fe30920b6f34007671c0ec1d8972ec7491d426bfed9d9dded094418cd662e86b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1/#blk_44ecb944-1751-46d0-b88e-a27b23be36d7"},{"id":"occ_db734da70ae27e13c2566f1b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","work_id":"wrk_991ce980-1208-4f4b-8294-25a23882a284","block_id":"blk_675447dd-ca9a-44d3-8a28-ce474efbff00","section_id":"sec_6abf29b5-f1b9-46f4-b686-f879999c6777","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"IntelのEMIB-Tは将来HBM向けpower deliveryまで想定され、EMIB 3.5Dではcompute、I/O、memoryなど異なるchipletを組み合わせられる。(Intel Newsroom)","quote_start":0,"quote_end":108,"text_sha256":"5927a6781bea34a64613dd6eba621395bded98b04a4cfc5bc90693ee7f0adae7","block_sha256":"5927a6781bea34a64613dd6eba621395bded98b04a4cfc5bc90693ee7f0adae7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1/#blk_675447dd-ca9a-44d3-8a28-ce474efbff00"},{"id":"occ_392619130d1c3503d0c397b5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","work_id":"wrk_991ce980-1208-4f4b-8294-25a23882a284","block_id":"blk_b1f3d91c-5af6-4ae5-bdf3-039cdf09efdc","section_id":"sec_f95fd219-fdc3-4f72-bcfd-2295f9f35373","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"1基288GB HBM4なので、","quote_start":0,"quote_end":16,"text_sha256":"50c3a222f779985ce1374fcddc6b7caba1880c7ff1533f30bbb1da222cea1022","block_sha256":"50c3a222f779985ce1374fcddc6b7caba1880c7ff1533f30bbb1da222cea1022","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1/#blk_b1f3d91c-5af6-4ae5-bdf3-039cdf09efdc"},{"id":"occ_e4db9fcabc8d8db2e67a0a6e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","work_id":"wrk_991ce980-1208-4f4b-8294-25a23882a284","block_id":"blk_cbd975e2-3745-4f21-b773-f70271774f75","section_id":"sec_5755b899-5170-423b-9e51-5d0674796557","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"あるいはSK hynix/Samsung/MicronとのCustom HBM共同開発が出る。","quote_start":0,"quote_end":47,"text_sha256":"647c4683c095a7a3657b038c257de839fb7d7918da070c096a3eadd87e01cb62","block_sha256":"647c4683c095a7a3657b038c257de839fb7d7918da070c096a3eadd87e01cb62","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1/#blk_cbd975e2-3745-4f21-b773-f70271774f75"},{"id":"occ_5d7ec991d0fa73d124500ef5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","work_id":"wrk_991ce980-1208-4f4b-8294-25a23882a284","block_id":"blk_d7454d6a-16ca-4e3c-a4cf-a3599033604f","section_id":"sec_5755b899-5170-423b-9e51-5d0674796557","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM PHY、","quote_start":0,"quote_end":8,"text_sha256":"94c0794efc4945eef89ee14c6935a7cfd070ee79667473a9142c154a1869e463","block_sha256":"94c0794efc4945eef89ee14c6935a7cfd070ee79667473a9142c154a1869e463","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1/#blk_d7454d6a-16ca-4e3c-a4cf-a3599033604f"},{"id":"occ_ba7551b917bde7e45668d64f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","work_id":"wrk_991ce980-1208-4f4b-8294-25a23882a284","block_id":"blk_e4316a39-4075-4f31-80e2-ea087e56d66e","section_id":"sec_99f3450b-2002-49e0-974d-a86b704d71c8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMも不足している。","quote_start":0,"quote_end":11,"text_sha256":"099e6fe39e2e0f4d19450b58bed0141e60aa4ce40702e2fb55df41719efcda94","block_sha256":"099e6fe39e2e0f4d19450b58bed0141e60aa4ce40702e2fb55df41719efcda94","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1/#blk_e4316a39-4075-4f31-80e2-ea087e56d66e"},{"id":"occ_f052e1b033fdcc9afef3798e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","work_id":"wrk_991ce980-1208-4f4b-8294-25a23882a284","block_id":"blk_e4338737-e440-48c4-9cb3-c00964279360","section_id":"sec_f95fd219-fdc3-4f72-bcfd-2295f9f35373","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":24,"end":28,"exact":"HBM4","quote":"たった1GWの追加でも、100PBを遥かに超えるHBM4を確保しなければならない。","quote_start":0,"quote_end":41,"text_sha256":"fbc9433bb8bb27e026c8f296149880839db878cc7d904521c990b3c628ecdaa0","block_sha256":"fbc9433bb8bb27e026c8f296149880839db878cc7d904521c990b3c628ecdaa0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1/#blk_e4338737-e440-48c4-9cb3-c00964279360"},{"id":"occ_7fee93e2c26fd568cabff958","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","work_id":"wrk_991ce980-1208-4f4b-8294-25a23882a284","block_id":"blk_ecc3da72-841b-48d0-8d86-01c0ef92e532","section_id":"sec_a88ab3b2-07a7-4067-9bea-00aeb9983d95","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"で、HBM bandwidthは19.2TB/s。","quote_start":0,"quote_end":25,"text_sha256":"1954203cba84b4c59aed277600d0547245cf2fe96aee7f96d03dc9ccbd2f4673","block_sha256":"1954203cba84b4c59aed277600d0547245cf2fe96aee7f96d03dc9ccbd2f4673","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1/#blk_ecc3da72-841b-48d0-8d86-01c0ef92e532"},{"id":"occ_ef5afb4375563590ab04d3c7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","work_id":"wrk_991ce980-1208-4f4b-8294-25a23882a284","block_id":"blk_f30bbac0-e49b-4ccc-8e20-ea96decaaa1b","section_id":"sec_5755b899-5170-423b-9e51-5d0674796557","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM Controller、","quote_start":0,"quote_end":15,"text_sha256":"7994c212477fdef622f2f7386d989286870421f12a6ce5281b138991b28f5fcb","block_sha256":"7994c212477fdef622f2f7386d989286870421f12a6ce5281b138991b28f5fcb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1/#blk_f30bbac0-e49b-4ccc-8e20-ea96decaaa1b"},{"id":"occ_e9f06d67f9d3e7105bf1c1fa","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","work_id":"wrk_991ce980-1208-4f4b-8294-25a23882a284","block_id":"blk_f75be651-4f64-45e1-9f70-98ab45490590","section_id":"sec_829b2bd8-a6f6-4a83-a28c-ece336bce347","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM procurement、","quote_start":0,"quote_end":16,"text_sha256":"f5b81cdbe261b47eef63f1d682915dda54884dc4dacde13852bc16515ee1e08f","block_sha256":"f5b81cdbe261b47eef63f1d682915dda54884dc4dacde13852bc16515ee1e08f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1/#blk_f75be651-4f64-45e1-9f70-98ab45490590"},{"id":"occ_48122ee44ef805bde1450df5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eed892a0-f77a-496a-bd60-343ac50f5809","work_id":"wrk_6bbf0c3f-2903-4e16-86da-9b8b9eae06c6","block_id":"blk_1732f008-4050-4c1d-8b9c-2d2c840e377e","section_id":"sec_1c532a72-3a38-49b1-897f-315622f00b2e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"ュ一貫性\n* NUMA制御\n* ページ移動\n* レイテンシ管理\n* OS・ドライバー\n* AIランタイム\n* HBMと外部DRAMの階層制御","quote_start":6,"quote_end":76,"text_sha256":"4ffa585e7b6da0a90b6380264d77ad5619801081863975325bfabc785457de65","block_sha256":"4ffa585e7b6da0a90b6380264d77ad5619801081863975325bfabc785457de65","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eed892a0-f77a-496a-bd60-343ac50f5809/#blk_1732f008-4050-4c1d-8b9c-2d2c840e377e"},{"id":"occ_ab0d78a7409e4230946fc8be","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eed892a0-f77a-496a-bd60-343ac50f5809","work_id":"wrk_6bbf0c3f-2903-4e16-86da-9b8b9eae06c6","block_id":"blk_29172fcd-8fc8-4f6a-847b-d87efdcdb0e7","section_id":"sec_5977165a-b665-442c-85cb-016bdc5a79e5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは演算直結、Memory Poolは容量・共有性・利用効率を補う役割です。","quote_start":0,"quote_end":40,"text_sha256":"ea32634b8d5576b583d25d5f93005129ba41ef411b9ad65c07aeca0a507be337","block_sha256":"ea32634b8d5576b583d25d5f93005129ba41ef411b9ad65c07aeca0a507be337","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eed892a0-f77a-496a-bd60-343ac50f5809/#blk_29172fcd-8fc8-4f6a-847b-d87efdcdb0e7"},{"id":"occ_74377322653c93e543b0ef02","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eed892a0-f77a-496a-bd60-343ac50f5809","work_id":"wrk_6bbf0c3f-2903-4e16-86da-9b8b9eae06c6","block_id":"blk_43218f13-0a58-41ad-a822-5b63ce10c4eb","section_id":"sec_384e51cf-0471-4ea0-a73d-f038225ae387","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":143,"end":146,"exact":"HBM","quote":"標準的選択肢へ\n* マルチラックScale-upは数百～1,000超XPUへ\n* Memory Poolは汎用HBM代替ではなく、KVキャッシュ・共有DRAM・容量階層として普及\n* NVLink、UALink、Ethernet系Scale-upが併存","quote_start":88,"quote_end":214,"text_sha256":"b8670b0306ed36ddaa62168c811d4d6034a45d8b2d4857b1afe8c33aa6dba6ce","block_sha256":"b8670b0306ed36ddaa62168c811d4d6034a45d8b2d4857b1afe8c33aa6dba6ce","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eed892a0-f77a-496a-bd60-343ac50f5809/#blk_43218f13-0a58-41ad-a822-5b63ce10c4eb"},{"id":"occ_3b0788d7f94fe8bd489cf9d3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eed892a0-f77a-496a-bd60-343ac50f5809","work_id":"wrk_6bbf0c3f-2903-4e16-86da-9b8b9eae06c6","block_id":"blk_6a491020-5b77-4d25-8262-ec176265d2d0","section_id":"sec_f0325629-79be-4241-b8e3-91ec44b7207c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"* XPU・HBMの高熱\n* 光チップレットの歩留まり\n* ファイバー実装\n* パッケージ交換性","quote_start":0,"quote_end":48,"text_sha256":"b6944f0f04bf123896eb873446db3f3086b2648e2fc21e84e1e02bb932bc15f3","block_sha256":"b6944f0f04bf123896eb873446db3f3086b2648e2fc21e84e1e02bb932bc15f3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eed892a0-f77a-496a-bd60-343ac50f5809/#blk_6a491020-5b77-4d25-8262-ec176265d2d0"},{"id":"occ_fc3942b91bb97c69720789ef","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eed892a0-f77a-496a-bd60-343ac50f5809","work_id":"wrk_6bbf0c3f-2903-4e16-86da-9b8b9eae06c6","block_id":"blk_c50bdda6-3550-4e50-ac1a-e87f7b0e369f","section_id":"sec_5977165a-b665-442c-85cb-016bdc5a79e5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"Memory Poolは、XPUの隣にあるHBMを置き換えるものではありません。","quote_start":0,"quote_end":40,"text_sha256":"2c839587cddd712f070b0f873a1a55d44653d67fa2f3b204b615c0f8a6030bd6","block_sha256":"2c839587cddd712f070b0f873a1a55d44653d67fa2f3b204b615c0f8a6030bd6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eed892a0-f77a-496a-bd60-343ac50f5809/#blk_c50bdda6-3550-4e50-ac1a-e87f7b0e369f"},{"id":"occ_aa108e26cb5fdf3049f7bcd8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eed892a0-f77a-496a-bd60-343ac50f5809","work_id":"wrk_6bbf0c3f-2903-4e16-86da-9b8b9eae06c6","block_id":"blk_e95cbb9b-fd72-4765-88f6-145ac0a4c863","section_id":"sec_eeaecdcb-9a24-490a-84f4-7059f2e2360a","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":39,"end":42,"exact":"HBM","quote":"```text\nXPUパッケージ内\n  └─ GPUダイ、I/Oチップレット、HBM\n\nサーバー／ラック内\n  └─ GPU、CPU、PCIeスイッチ、NVLink Switch\n\nScale-up\n  └─ 多数のXPUを1つの巨大な計算ドメインとして接続\n\nScale-out\n ","quote_start":0,"quote_end":142,"text_sha256":"933eb5b5b173c7570cde658642af94c3cb1dce99179d409455c3206fb7ca7873","block_sha256":"933eb5b5b173c7570cde658642af94c3cb1dce99179d409455c3206fb7ca7873","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eed892a0-f77a-496a-bd60-343ac50f5809/#blk_e95cbb9b-fd72-4765-88f6-145ac0a4c863"},{"id":"occ_7ae0410846378a7c84b4f705","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_eed892a0-f77a-496a-bd60-343ac50f5809","work_id":"wrk_6bbf0c3f-2903-4e16-86da-9b8b9eae06c6","block_id":"blk_f0160094-7c0f-496f-abba-2e071c72b84a","section_id":"sec_5977165a-b665-442c-85cb-016bdc5a79e5","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"```text\nローカルHBM\n＝最高帯域・最低遅延の主記憶\n\nCXL／光接続Memory Pool\n＝大容量DRAM、KVキャッシュ、共有メモリ、補助階層\n```","quote_start":0,"quote_end":82,"text_sha256":"c812583549fd257df3c5c6fcf83edba877475b6be4a9bd93061cc8da403da713","block_sha256":"c812583549fd257df3c5c6fcf83edba877475b6be4a9bd93061cc8da403da713","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_eed892a0-f77a-496a-bd60-343ac50f5809/#blk_f0160094-7c0f-496f-abba-2e071c72b84a"},{"id":"occ_80a32adf750ff024cda26448","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","work_id":"wrk_e9e75464-bed3-4605-8239-b70c2bfeeaf0","block_id":"blk_539bd5fd-7dcb-4e73-a584-fdb324579c87","section_id":"sec_0653a85f-9a92-4876-9f89-9ed9d3cd2c9e","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"```\nGPU HBM\n＋ GPUDirect RDMA\n＋ ConnectX／BlueField\n＋ Spectrum-X／Quantum-X\n```","quote_start":0,"quote_end":76,"text_sha256":"018930396bef739d89192d7e06a196f7db70f3b7130aa77671611df5bd45567c","block_sha256":"018930396bef739d89192d7e06a196f7db70f3b7130aa77671611df5bd45567c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8/#blk_539bd5fd-7dcb-4e73-a584-fdb324579c87"},{"id":"occ_85a8b771a830db140e5a3b73","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","work_id":"wrk_e9e75464-bed3-4605-8239-b70c2bfeeaf0","block_id":"blk_6e12dd93-92ec-40a4-a783-70ca2e07f14c","section_id":"sec_f1bfdfaf-0924-43dd-ad4d-804f738a2b85","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":64,"end":67,"exact":"HBM","quote":"トDRAMを迂回するため、余計なメモリコピーとCPU負荷を減らせる。Google公式資料はこの境界を「TPU HBMとNICの直接転送」と説明しているが、使用されるNIC ASICの詳細までは同資料で公開していない。([Google Cloud](https://cloud.google.com/blog/prod","quote_start":9,"quote_end":167,"text_sha256":"fd100dc4284229ea609d7be1918fc438609a1143a5eb411b02aa0e3540601d7e","block_sha256":"fd100dc4284229ea609d7be1918fc438609a1143a5eb411b02aa0e3540601d7e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8/#blk_6e12dd93-92ec-40a4-a783-70ca2e07f14c"},{"id":"occ_ebb8e50e76c545f56c659c09","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","work_id":"wrk_e9e75464-bed3-4605-8239-b70c2bfeeaf0","block_id":"blk_8556c606-ffd1-43e6-b03f-67ae040a230d","section_id":"sec_ace3a963-9b38-4633-9d0d-27d8b1cb687c","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"```\nGPU HBM\n   │\nNVLink 6\n   │\nNVSwitch群\n   │\n72 GPUのNVL72ラック\n   │\nConnectX-9\n   │\nSpectrum-X／Quantum-X\n   │\n別の","quote_start":0,"quote_end":111,"text_sha256":"9d2c9af55fec734db80356a7a1fed71469ceff00a698677ad034b551dffbc24b","block_sha256":"9d2c9af55fec734db80356a7a1fed71469ceff00a698677ad034b551dffbc24b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8/#blk_8556c606-ffd1-43e6-b03f-67ae040a230d"},{"id":"occ_48916ba78a18343ccdf80fb4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","work_id":"wrk_e9e75464-bed3-4605-8239-b70c2bfeeaf0","block_id":"blk_903927fd-e844-46c5-aa3f-79411a89e8e3","section_id":"sec_dbef7d5a-2653-4eda-bb28-e7b66b07d581","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"```\nGPU HBM\n   │\nGPUDirect RDMA\n   │\nConnectX-9\n   │\nSpectrum-X／Quantum-X\n```","quote_start":0,"quote_end":77,"text_sha256":"269c179e6b71229c8b32404e3eafa11f9fb508963068823e7ba43a7f9ddcf72f","block_sha256":"269c179e6b71229c8b32404e3eafa11f9fb508963068823e7ba43a7f9ddcf72f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8/#blk_903927fd-e844-46c5-aa3f-79411a89e8e3"},{"id":"occ_4c1e5380294e24a4a5701d15","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","work_id":"wrk_e9e75464-bed3-4605-8239-b70c2bfeeaf0","block_id":"blk_9344a7b9-ef32-41e0-af0a-df4edf16500e","section_id":"sec_f1bfdfaf-0924-43dd-ad4d-804f738a2b85","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":38,"end":41,"exact":"HBM","quote":"Google TPU 8tでは、TPUDirect RDMAによってTPUのHBMとNICの間でデータを直接転送する。","quote_start":0,"quote_end":59,"text_sha256":"41b3e939407cc425125f47c3a5a9500668f4b704e9e7a3136fc449e2f9dc0cb5","block_sha256":"41b3e939407cc425125f47c3a5a9500668f4b704e9e7a3136fc449e2f9dc0cb5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8/#blk_9344a7b9-ef32-41e0-af0a-df4edf16500e"},{"id":"occ_f62e1715b9633c890b049278","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","work_id":"wrk_e9e75464-bed3-4605-8239-b70c2bfeeaf0","block_id":"blk_b39c578f-528b-42be-a4e0-534211056b78","section_id":"sec_0653a85f-9a92-4876-9f89-9ed9d3cd2c9e","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"```\nTPU HBM\n＋ TPUDirect RDMA\n＋ NIC\n＋ Virgo Multi-Plane\n＋ XLA／Pathways\n```","quote_start":0,"quote_end":73,"text_sha256":"f3e58e9666f8eb1356338460c0ee3e162bef1225c6844a2c29f45dd9dfe7fecf","block_sha256":"f3e58e9666f8eb1356338460c0ee3e162bef1225c6844a2c29f45dd9dfe7fecf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8/#blk_b39c578f-528b-42be-a4e0-534211056b78"},{"id":"occ_50ddfb21a8b780ebfadec02e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","work_id":"wrk_e9e75464-bed3-4605-8239-b70c2bfeeaf0","block_id":"blk_b7fad7e2-0d2e-4558-a6a1-b148559e4395","section_id":"sec_f1bfdfaf-0924-43dd-ad4d-804f738a2b85","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"```\nTPU HBM\n   │\nTPUDirect RDMA\n   │\nNIC\n   │\nVirgo DCN\n```","quote_start":0,"quote_end":59,"text_sha256":"556d9c3d924ed0ba1e4df4adafefb533449c136f863c11be574bdb616f843ec3","block_sha256":"556d9c3d924ed0ba1e4df4adafefb533449c136f863c11be574bdb616f843ec3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8/#blk_b7fad7e2-0d2e-4558-a6a1-b148559e4395"},{"id":"occ_084254c217466dddecdd6bb5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","work_id":"wrk_e9e75464-bed3-4605-8239-b70c2bfeeaf0","block_id":"blk_bdf1ada6-f2d6-4e5d-8357-b5919f9ffa09","section_id":"sec_dbef7d5a-2653-4eda-bb28-e7b66b07d581","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"NVIDIAでは、GPU HBMからラック外へ出る境界にConnectX-9 SuperNICがある。","quote_start":0,"quote_end":51,"text_sha256":"351645de9c9303c49ae0215095dcb9381184c7d2502ee421526b7753be56ce8b","block_sha256":"351645de9c9303c49ae0215095dcb9381184c7d2502ee421526b7753be56ce8b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8/#blk_bdf1ada6-f2d6-4e5d-8357-b5919f9ffa09"},{"id":"occ_67aca8a96cd6f40008736f43","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_147bbddd-d40c-4a25-a9bf-aad27a0c077e","section_id":"sec_b7cd6113-b8fb-48e8-8dc3-a81bd43a8e7e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":659,"end":662,"exact":"HBM","quote":"です。実際、Grace Hopper（GH200）ではCPU側に最大480GBのLPDDR5Xを搭載しGPUのHBMと合わせて大規模モデル用に**合計560GBのメモリを一体的に活用**できるようにしました。このようなArm版CPU＋GPUの統合アプローチは、生成AIモデルの巨大なメモリ需要（数百GB〜数TB級）に","quote_start":604,"quote_end":762,"text_sha256":"14ea7ce2ebc355c60ae9337fe8a5de2f090fd2e008a51fddda6e7523f97219f2","block_sha256":"14ea7ce2ebc355c60ae9337fe8a5de2f090fd2e008a51fddda6e7523f97219f2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_147bbddd-d40c-4a25-a9bf-aad27a0c077e"},{"id":"occ_4a4d4b2eb9f2901cb61ae458","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_3c92b8d3-a7d8-4b1f-ac51-be5831027c8a","section_id":"sec_6c097663-b854-43b6-8790-2ae1c15322bd","layer":"body","character_id":null,"count":8,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMの進歩は**モデルのサイズ拡大とスループット向上**の鍵です。例えばGPT-4クラスでは数百GBのパラメータを高速に出し入れする必要があるため、HBM帯域がトレーニング速度を支配します。HBM4世代で","quote_start":0,"quote_end":103,"text_sha256":"6ff5ea90a22bf510dd085e2f552408cbdccbea779fdc792b8859a56e55f5ac1d","block_sha256":"6ff5ea90a22bf510dd085e2f552408cbdccbea779fdc792b8859a56e55f5ac1d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_3c92b8d3-a7d8-4b1f-ac51-be5831027c8a"},{"id":"occ_0bd705cc2c558082ded3295d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_431c5210-5db8-4290-8429-8b2d5481882f","section_id":"sec_6c097663-b854-43b6-8790-2ae1c15322bd","layer":"body","character_id":null,"count":6,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBMの進化:** 生成AIの計算力を支える重要要素として、メモリ技術――とりわけ\\*\\*HBM(High Bandwidth Memory)\\*\\*が挙げられます。HBMはGPUやAIアクセラレータに3D","quote_start":0,"quote_end":105,"text_sha256":"968fedddca0822838b05ef9fd6035df7bfa459cf2696423486aa8053142d399d","block_sha256":"968fedddca0822838b05ef9fd6035df7bfa459cf2696423486aa8053142d399d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_431c5210-5db8-4290-8429-8b2d5481882f"},{"id":"occ_a7a373455f43bc98182d5b37","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_7abacc5d-2d21-493c-bf3c-5c4cda10bdd9","section_id":"sec_1e7109ca-8ee5-4409-8484-12b653409e56","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":310,"end":313,"exact":"HBM","quote":"ア数を大幅に増やしました。GPUでも、AMD Instinct MI200では2つのGPUダイをMCMで繋ぎ、HBMと合わせて一パッケージに収めています。","quote_start":255,"quote_end":332,"text_sha256":"fb6ef6f097aae58d30475e362bb75d18d45f47d99c5514ac6df3e15a4fff0a26","block_sha256":"fb6ef6f097aae58d30475e362bb75d18d45f47d99c5514ac6df3e15a4fff0a26","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_7abacc5d-2d21-493c-bf3c-5c4cda10bdd9"},{"id":"occ_6f683da27e3cbc4b02e2987b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_842a1064-0f41-45bc-a0b2-bf4ac50f5e7e","section_id":"sec_6c097663-b854-43b6-8790-2ae1c15322bd","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBMメモリのロードマップとDDRメモリのデータセンター展開","quote_start":0,"quote_end":33,"text_sha256":"bdbf7bc789db592defd615001a1dce2267b67674e7c8696eda313ff027d4b8bf","block_sha256":"bdbf7bc789db592defd615001a1dce2267b67674e7c8696eda313ff027d4b8bf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_842a1064-0f41-45bc-a0b2-bf4ac50f5e7e"},{"id":"occ_bb87b28ddc4bbac9d7c64581","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_a2aa9596-1330-44fd-beeb-01238610811d","section_id":"sec_b7cd6113-b8fb-48e8-8dc3-a81bd43a8e7e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3"],"evidence":{"text_basis":"markdown","start":67,"end":71,"exact":"HBM3","quote":"InstinctシリーズがNVIDIA寡占に対抗する鍵です。最新の**MI300X**は192GBという大容量HBM3メモリを搭載し、GPT-3クラスのモデルを単機で格納できる点をアピールしています。さらにAMDは2024年にMI300シリーズを強化した**MI350X/MI355X**を投入予定で（推論性能で前世代","quote_start":12,"quote_end":171,"text_sha256":"f65cf3b433626db6af8b295152294ebd65253ceb145fed4405ec974549640e39","block_sha256":"f65cf3b433626db6af8b295152294ebd65253ceb145fed4405ec974549640e39","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_a2aa9596-1330-44fd-beeb-01238610811d"},{"id":"occ_94c94b7bddbf92dc68c87a14","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_b2971450-c35e-412d-90b7-bbd9f5fb4af2","section_id":"sec_f67f5473-ad15-41a7-adfd-ee89a41cbcb9","layer":"body","character_id":null,"count":6,"matched_aliases":["HBM","HBM3e","HBM4"],"evidence":{"text_basis":"markdown","start":183,"end":186,"exact":"HBM","quote":"れます。Blackwell世代のGPU（例えばB100/B200といった型番が想定されます）は最大192GBのHBMメモリ搭載でしたが、**Blackwell Ultra**と呼ばれる強化版（GB300）はメモリを288GBのHBM3eに増強し、同じく20 PFLOPSのFP4性能を発揮します。Blackwell ","quote_start":128,"quote_end":286,"text_sha256":"21879378f962262dec7f667db51163c9dade541c64d7658a02927e45d5a1c1e5","block_sha256":"21879378f962262dec7f667db51163c9dade541c64d7658a02927e45d5a1c1e5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_b2971450-c35e-412d-90b7-bbd9f5fb4af2"},{"id":"occ_28c2521070f2ed10d5cd59ea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_c192351d-b2ad-4e53-9065-2162321d40cf","section_id":"sec_f67f5473-ad15-41a7-adfd-ee89a41cbcb9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":71,"end":74,"exact":"HBM","quote":"ackwell→Rubin→Feynmanに至るロードマップで**毎世代2倍以上**のAI演算性能向上と大容量HBMメモリ搭載を推進しています。その背景には、生成AIモデルの巨大化と高精度・高速な推論需要があります。特に4ビット・8ビットといった低精度演算での性能（推論性能）強化、マルチチップ/マルチノードを前提と","quote_start":16,"quote_end":174,"text_sha256":"26174b6648dfc284b221da4d7f97ab44040418799b39532154fb7aa994dc9a65","block_sha256":"26174b6648dfc284b221da4d7f97ab44040418799b39532154fb7aa994dc9a65","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_c192351d-b2ad-4e53-9065-2162321d40cf"},{"id":"occ_a0996f3d98e70ef49f7f856f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_c7928984-9a77-4a08-b298-aee258adb485","section_id":"sec_6c097663-b854-43b6-8790-2ae1c15322bd","layer":"body","character_id":null,"count":17,"matched_aliases":["HBM","HBM3","HBM3E","HBM3e","HBM4"],"evidence":{"text_basis":"markdown","start":4,"end":8,"exact":"HBM3","quote":"- **HBM3 / HBM3E (現行〜2024年):** 2022年頃からNVIDIA H100やAMD MI250Xに採用され始めたHBM3は、ピン当たり帯域6.4Gbps前後、スタック当たり帯域**819GB","quote_start":0,"quote_end":108,"text_sha256":"b893bb1dded9f3a9544b12cbf7dd40fde8e912bd305699ce5771cfb05c5b6d8e","block_sha256":"b893bb1dded9f3a9544b12cbf7dd40fde8e912bd305699ce5771cfb05c5b6d8e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_c7928984-9a77-4a08-b298-aee258adb485"},{"id":"occ_5e59bb0374c58a5d997de2c4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_dcbb5028-bac0-4f1a-9365-aff0ef2fed57","section_id":"sec_6c097663-b854-43b6-8790-2ae1c15322bd","layer":"body","character_id":null,"count":5,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBMとDDRの協調:** 生成AI向けシステムでは、GPU上のHBM（超高速・中容量）とCPU上のDDR（高速・大容量）の**両方を効率よく使う**ことが鍵です。最新のGrace HopperなどはGPU","quote_start":0,"quote_end":105,"text_sha256":"0e2ff2464790f140618d1daf559681b46e8794574792ded91ec5eae9e186bea9","block_sha256":"0e2ff2464790f140618d1daf559681b46e8794574792ded91ec5eae9e186bea9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_dcbb5028-bac0-4f1a-9365-aff0ef2fed57"},{"id":"occ_97646e1368ebfaae1eb2a286","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_e97df9ce-beac-40f2-947c-1b399054c4b0","section_id":"sec_6c097663-b854-43b6-8790-2ae1c15322bd","layer":"body","character_id":null,"count":5,"matched_aliases":["HBM2E","HBM3","HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":56,"end":61,"exact":"HBM2E","quote":"モリ規格 供給メーカー スタック (ダイ層数) 1スタック帯域 (ピン速度) 1スタック容量 年代・備考 **HBM2E** SK hynix他 8-Hi (2.5D実装) 460 GB/s @3.2Gbps 16GB (2GB×8) 2019–2021年, A100等に採用 **HBM3** SK hynix他 8-","quote_start":1,"quote_end":161,"text_sha256":"291477134c9368d789c8eb201cf1b59028c5b97f6baff115a38d88d9e3761b17","block_sha256":"291477134c9368d789c8eb201cf1b59028c5b97f6baff115a38d88d9e3761b17","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_e97df9ce-beac-40f2-947c-1b399054c4b0"},{"id":"occ_3deb1ef76b80fbc3df848ed0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_ea1157f9-7342-43d5-ae9a-31943e280105","section_id":"sec_f67f5473-ad15-41a7-adfd-ee89a41cbcb9","layer":"body","character_id":null,"count":6,"matched_aliases":["HBM2e","HBM3","HBM3E","HBM3e","HBM4"],"evidence":{"text_basis":"markdown","start":78,"end":83,"exact":"HBM2e","quote":"GPU1基） GPUあたりメモリ 特徴 **Hopper (H100, 2022)** 〜? PFLOPS※ HBM2e 80GB FP8対応、NVLink4搭載 **Blackwell (B100/B200, 2024)** **20 PFLOPS** (FP4) HBM3/3e 〜192GB FP4対応、新SMアー","quote_start":23,"quote_end":183,"text_sha256":"731949a2a8521d0a4b599a80e30b6ea9a932131d2c1f638c2fb54f14c07a0ec9","block_sha256":"731949a2a8521d0a4b599a80e30b6ea9a932131d2c1f638c2fb54f14c07a0ec9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_ea1157f9-7342-43d5-ae9a-31943e280105"},{"id":"occ_73763a9a68a63c87b7b19404","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033","block_id":"blk_f1530434-6385-421f-b4dd-4fa92022b8ee","section_id":"sec_6c097663-b854-43b6-8790-2ae1c15322bd","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":13,"exact":"HBM3E","quote":"まとめれば、**HBM3E/HBM4の投入**でGPUのメモリ帯域・容量が飛躍し、超巨大モデルの学習・推論が可能となります。一方で**DDR5/6の高性能化**によりCPU側もボトルネックを減らし、GPUクラスタ全体の効率を底","quote_start":0,"quote_end":113,"text_sha256":"fb43348fc4050b13d5def6c572093a2ab528bcf4f0bf6fe1eb02bd789b1855a6","block_sha256":"fb43348fc4050b13d5def6c572093a2ab528bcf4f0bf6fe1eb02bd789b1855a6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f17ef624-e9fd-49a4-b061-966093172de4/#blk_f1530434-6385-421f-b4dd-4fa92022b8ee"},{"id":"occ_4d5a0c716bbb87a46c4b4143","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_0357b961-6b53-487d-b753-cef65a874f97","section_id":"sec_4fa93586-6946-4576-b2e4-3fc4bbaa28f6","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"```\n長期の夢\n\n近接HBM\n＋光I/O\n＋複数WSE\n＋21PB/sの分散SRAM\n\n\n現在の現実的な勝ち筋\n\nPrefill／Decode分離\n＋低遅延Decode\n＋OpenAI・AWS向け推論容量\n```","quote_start":0,"quote_end":107,"text_sha256":"141046abe9eb0e1e3524d3c6f2da42ef1d30b1808ac6bf20061207879ec4819d","block_sha256":"141046abe9eb0e1e3524d3c6f2da42ef1d30b1808ac6bf20061207879ec4819d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_0357b961-6b53-487d-b753-cef65a874f97"},{"id":"occ_8623701768e87604cc663c83","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_06f8b2ba-e683-4169-bb3b-57921c0a1623","section_id":"sec_0fd41a36-e7bc-44f6-aee0-9b2be9d051aa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":121,"end":124,"exact":"HBM","quote":"転送\n- 複数WSEを光ファブリックで接続\n- Weight Streamingを低速な外部DDRではなく近接HBMから実行\n- 長文脈やMoEでも高いDecode速度を維持","quote_start":66,"quote_end":153,"text_sha256":"74bc9a2cb707c960e0ef80ba1e8f636ab3c3a0bd6ad3fa2216b25c76c119e776","block_sha256":"74bc9a2cb707c960e0ef80ba1e8f636ab3c3a0bd6ad3fa2216b25c76c119e776","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_06f8b2ba-e683-4169-bb3b-57921c0a1623"},{"id":"occ_bd0a17a78827e267b35feb61","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_0cba0d65-1a79-4833-a269-f22ab1b0ef79","section_id":"sec_3beb3779-baef-47d8-b339-2332d0780dd8","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":187,"end":190,"exact":"HBM","quote":" Rubin Superchip相当 | 576GB | 44TB/s | 約293倍 |\n| より大型の分散HBM構成 | 約1.15TB | 88TB/s | 約587倍 |\n| WSE内部SRAM | 44GB | 21,000TB/s | 約14万倍 |\n```","quote_start":132,"quote_end":267,"text_sha256":"3d2e02829b95895f87cf8af2da28378fc7ccbd20f84dc1abb2a9680ff8b24727","block_sha256":"3d2e02829b95895f87cf8af2da28378fc7ccbd20f84dc1abb2a9680ff8b24727","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_0cba0d65-1a79-4833-a269-f22ab1b0ef79"},{"id":"occ_bbc0b20a67b49a63bf3d5465","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_2b9d7c2a-eaf0-490b-8fd4-1046f7e5f651","section_id":"sec_02e4a9ca-aefd-467c-85c8-bb94bff16843","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":184,"end":188,"exact":"HBM4","quote":" 約83倍 |\n| 200Tb/s級光I/O (25TB/s) | 約167倍 |\n| Rubin 1GPUのHBM4 (22TB/s) | 約147倍 |\n| WSE内部SRAM (21,000TB/s) | 約14万倍 |\n```","quote_start":129,"quote_end":246,"text_sha256":"9fe551b9c25a90d51fc6f4391d3038cd7dc743bafe019d4c3fe01bb470dff30c","block_sha256":"9fe551b9c25a90d51fc6f4391d3038cd7dc743bafe019d4c3fe01bb470dff30c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_2b9d7c2a-eaf0-490b-8fd4-1046f7e5f651"},{"id":"occ_695c22c33fe4968568a9c8ee","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_2f2ce0a1-b941-48d5-8c56-4cd45b618706","section_id":"sec_9b635b0c-07c5-4823-9acb-8377cca246c5","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":101,"end":104,"exact":"HBM","quote":"動画の特徴抽出 | 専用カーネル、並列演算 |\n| Prefill | 入力全体の一括処理 | 行列演算性能、HBM容量 |\n| Decode | 1トークンずつ逐次生成 | メモリー帯域、低遅延、KV管理 |\n```","quote_start":46,"quote_end":155,"text_sha256":"818f910a2a48576f9a03cbc73a89386a5866ac70c38ff02741a0b7707aee507e","block_sha256":"818f910a2a48576f9a03cbc73a89386a5866ac70c38ff02741a0b7707aee507e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_2f2ce0a1-b941-48d5-8c56-4cd45b618706"},{"id":"occ_86437cac983e0c8d1398f624","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_45d897fe-947b-462d-9047-269449885bec","section_id":"sec_0875f100-4397-4df8-8237-7c7ac7bc5c36","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"第二に、CerebrasはHBMや先端パッケージングの供給制約を受けにくい。","quote_start":0,"quote_end":38,"text_sha256":"551805b3f8b42712b4b615deeab7532b0ae7b3ec41ffe0d3260c0d9cc52b2b49","block_sha256":"551805b3f8b42712b4b615deeab7532b0ae7b3ec41ffe0d3260c0d9cc52b2b49","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_45d897fe-947b-462d-9047-269449885bec"},{"id":"occ_754e168f2c272c4147847cd9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_47ff58cb-0823-47f5-af93-4591eb57ad6f","section_id":"sec_210a9fa7-3018-4cba-a47f-11389c648f8a","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":"第1階層\nWSE分散SRAM\n数十GB・数十PB/s\n演算中の最重要データ\n        ↓\n第2階層\n近接HBM／積層DRAM\n数百GB～1TB超・数十TB/s\nモデル重み・KVキャッシュ\n        ↓\n第3階層\n外部MemoryX\n数十TB～PB級\nモデル保管・チェックポイント\n```","quote_start":4,"quote_end":153,"text_sha256":"e10350862a60fafbbc572b6f5cd4ab4bcb276967b9e29c8ee1671aa4d940c995","block_sha256":"e10350862a60fafbbc572b6f5cd4ab4bcb276967b9e29c8ee1671aa4d940c995","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_47ff58cb-0823-47f5-af93-4591eb57ad6f"},{"id":"occ_8dec220abf7bd3f159f8daf0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_48ab09a1-420d-4435-bc5f-2907ebfe3802","section_id":"sec_02e4a9ca-aefd-467c-85c8-bb94bff16843","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":64,"end":68,"exact":"HBM4","quote":"/s級の光I/OをWSEへ実装できれば、外部接続帯域は12.5～25TB/sとなり、**Rubin 1GPUのHBM4帯域に近い水準**まで引き上げられる。","quote_start":9,"quote_end":87,"text_sha256":"5a13a7231fab95751316decfcfbdf94975b5627bc7358e751a6e07a30c21ebfb","block_sha256":"5a13a7231fab95751316decfcfbdf94975b5627bc7358e751a6e07a30c21ebfb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_48ab09a1-420d-4435-bc5f-2907ebfe3802"},{"id":"occ_b2655e1c1c8374106d5c2d80","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_517a708b-9b8a-4a54-a18b-cf3d5ab68a97","section_id":"sec_c9fa09a5-e069-465d-993b-6b2bfa707f12","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"さらに注意すべきなのは、HBMとSRAM型アクセラレーターを組み合わせる方向へ、競合側も進んでいることである。","quote_start":0,"quote_end":55,"text_sha256":"5801bd30296e6c4bf75e5dc93d15ab30d207846a96a1b228a12d56a75f577085","block_sha256":"5801bd30296e6c4bf75e5dc93d15ab30d207846a96a1b228a12d56a75f577085","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_517a708b-9b8a-4a54-a18b-cf3d5ab68a97"},{"id":"occ_d24455001a9fa21e39b82639","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_547aba34-f2d4-467e-99ff-1a9f65cf5371","section_id":"sec_840be3e6-9166-4149-aa5a-31a52cc51be2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":104,"end":107,"exact":"HBM","quote":"メモリーのように管理する。連続した巨大領域を事前確保せず、要求の長さに合わせて必要なブロックを追加できるため、HBMの断片化を減らし、同時処理数を増やせる。([arXiv](https://arxiv.org/abs/2309.06180?utm_source=chatgpt.com))","quote_start":49,"quote_end":193,"text_sha256":"ba0cd126c290edbd11a1a381dcf65ef9cbc56c7e34ca6e2bf2eb1151e4c31132","block_sha256":"ba0cd126c290edbd11a1a381dcf65ef9cbc56c7e34ca6e2bf2eb1151e4c31132","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_547aba34-f2d4-467e-99ff-1a9f65cf5371"},{"id":"occ_cb279285328d9b5d86a850e6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_5545e471-ce2e-4455-bcab-9365adde13d0","section_id":"sec_f99ecbf1-dc59-418f-b316-affc93bd2543","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":95,"end":98,"exact":"HBM","quote":"    ↓\n光スイッチ／光ファブリック\n        ↓\nCerebras WSE\n        ↓\n近接HBM\n        ↓\n分散SRAM\n```","quote_start":40,"quote_end":119,"text_sha256":"570a39c037acb787b931eee6f9fa41db9c5a022039cb98ec5a419153ef36ecd5","block_sha256":"570a39c037acb787b931eee6f9fa41db9c5a022039cb98ec5a419153ef36ecd5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_5545e471-ce2e-4455-bcab-9365adde13d0"},{"id":"occ_5782642fdfab39343ff07302","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_56f13c11-e9e8-4b41-b325-8c1d1f91a78d","section_id":"sec_c9fa09a5-e069-465d-993b-6b2bfa707f12","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"```\nRubin\n大容量HBMを持つ汎用AI GPU\n        ＋\nGroq LPU\n大容量SRAMを持つ低遅延推論機\n```","quote_start":0,"quote_end":67,"text_sha256":"608b1785d781afedb937c7d8f312f33ed2b260a3986dec6aded134360466d52e","block_sha256":"608b1785d781afedb937c7d8f312f33ed2b260a3986dec6aded134360466d52e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_56f13c11-e9e8-4b41-b325-8c1d1f91a78d"},{"id":"occ_9b72f094aff068add0fa859d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_62357e8b-8f8a-45dc-b7a3-2d8997ee5d80","section_id":"sec_c9fa09a5-e069-465d-993b-6b2bfa707f12","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":61,"end":65,"exact":"HBM4","quote":"asが将来、近接メモリーや光接続を実現しても、その時点でNVIDIA、Broadcom、各ハイパースケーラーもHBM4、光スイッチ、CPO、専用LPUを進化させている可能性が高い。","quote_start":6,"quote_end":96,"text_sha256":"389fc8a7742d40ec6aa70f59175d938476fb53762410755e2217fa7e01743cca","block_sha256":"389fc8a7742d40ec6aa70f59175d938476fb53762410755e2217fa7e01743cca","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_62357e8b-8f8a-45dc-b7a3-2d8997ee5d80"},{"id":"occ_01a46e218c8331d12d14002f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_75c49df3-ba56-461d-b02f-7632319cd208","section_id":"sec_c9fa09a5-e069-465d-993b-6b2bfa707f12","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"> HBM系アクセラレーターでPrefillや容量問題を処理し、SRAM系アクセラレーターでDecodeを高速化する","quote_start":0,"quote_end":58,"text_sha256":"bf82702cf1355a102072f42afe2141a9df8a22e1b06e7841c61eb8bcfbaf41dd","block_sha256":"bf82702cf1355a102072f42afe2141a9df8a22e1b06e7841c61eb8bcfbaf41dd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_75c49df3-ba56-461d-b02f-7632319cd208"},{"id":"occ_21d536288133d9acfad34cd3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_81e1ad18-0a1c-4c59-bbdc-5d58ab7aa2fe","section_id":"sec_4fa93586-6946-4576-b2e4-3fc4bbaa28f6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"実現にはパッケージング、冷却、給電、HBM調達、光I/O、NoC、ソフトウェアを全面的に作り直す必要があり、完成時期も経済性も見通せない。この将来像だけをCerebrasの事業価値の根拠にすることはできない。","quote_start":0,"quote_end":104,"text_sha256":"d6d5bdf7ead6c6158157d7620733f4645b369b207ec92d5f045c77bc6d8a7a4b","block_sha256":"d6d5bdf7ead6c6158157d7620733f4645b369b207ec92d5f045c77bc6d8a7a4b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_81e1ad18-0a1c-4c59-bbdc-5d58ab7aa2fe"},{"id":"occ_ce8793401fac61105bbe9d38","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_86fe5ac4-affb-40d7-93e5-d8e824fbb405","section_id":"sec_1884114a-2540-493d-ad0c-b6fc80b6c253","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":"のSRAMは極めて高速だが容量が小さい。巨大モデルでは外部メモリーとWeight Streamingへ依存し、HBMを持つGPUやASICに対して不利になる場面がある。","quote_start":4,"quote_end":88,"text_sha256":"91e818a7514505e3cb2711b6e506172026c07cf68d8e4dfc30eb5ed63451791e","block_sha256":"91e818a7514505e3cb2711b6e506172026c07cf68d8e4dfc30eb5ed63451791e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_86fe5ac4-affb-40d7-93e5-d8e824fbb405"},{"id":"occ_c9e5d4a0c15edda841b128a9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_91044c5c-1ab7-4fca-91f8-495268693d28","section_id":"sec_3beb3779-baef-47d8-b339-2332d0780dd8","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":36,"end":40,"exact":"HBM4","quote":"比較対象として、NVIDIA Rubin GPUは1基当たり288GBのHBM4と22TB/s、2GPUのRubin Superchipは576GBと44TB/sを備える。Rubin NVL72全体では20.7TB、1,580TB/sとなるが、これらはNVIDIAが暫定値として示","quote_start":0,"quote_end":140,"text_sha256":"e732f0c7141e9e69f61cfd8ec385ca068178db1086bf4d3f78ec17727c7f5b56","block_sha256":"e732f0c7141e9e69f61cfd8ec385ca068178db1086bf4d3f78ec17727c7f5b56","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_91044c5c-1ab7-4fca-91f8-495268693d28"},{"id":"occ_3ddb0cb536392b0c59b92431","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_926b6b77-663b-4c9a-8c6f-77bf3ec6245b","section_id":"sec_29c83f03-75c2-4de7-a777-58eca34e2120","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":23,"end":26,"exact":"HBM","quote":"> Cerebrasは巨大なSRAMを持つが、HBMを持たないため、長期的にはNVIDIA GPUや専用ASICに勝てないのではないか。","quote_start":0,"quote_end":68,"text_sha256":"e522acc2957a41d04db4959eb5a38454b139448cbc5b02a55c42a4d000f06314","block_sha256":"e522acc2957a41d04db4959eb5a38454b139448cbc5b02a55c42a4d000f06314","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_926b6b77-663b-4c9a-8c6f-77bf3ec6245b"},{"id":"occ_b9b15d278e686c3b18029c81","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_9d0aac74-bac3-4967-90ea-b94999941c7e","section_id":"sec_1dd0c108-ae0f-4cdb-aa8c-6db4459b8ca6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":22,"end":25,"exact":"HBM","quote":"必要なのは光だけではなく、**光I/O、近接HBM、分散メモリーコントローラー、NoC、キャッシュ管理ソフトウェアを同時に再設計すること**である。","quote_start":0,"quote_end":74,"text_sha256":"bbc38f78bfba85cce6c60db58629ca89640a5abacd9b774dce93aa9a3b6e7277","block_sha256":"bbc38f78bfba85cce6c60db58629ca89640a5abacd9b774dce93aa9a3b6e7277","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_9d0aac74-bac3-4967-90ea-b94999941c7e"},{"id":"occ_9a82660be6be1a2c1ddeb090","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_a66eb79a-6d79-4464-8d74-762f18b757df","section_id":"sec_c9fa09a5-e069-465d-993b-6b2bfa707f12","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":41,"end":45,"exact":"HBM4","quote":"NVIDIAはVera Rubin NVL72の構成で、288GB・22TB/sのHBM4を持つRubin GPUに加え、低遅延推論向けのGroq 3 LPUを組み合わせる方針を示している。公式仕様ではGroq 3 LPXラックは128GBのSRAM、40PB/sのメモリー帯域、640TB","quote_start":0,"quote_end":145,"text_sha256":"34996a4f23bb00603959acc4188e46115b948b9fa793d9c85a66414359728e1a","block_sha256":"34996a4f23bb00603959acc4188e46115b948b9fa793d9c85a66414359728e1a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_a66eb79a-6d79-4464-8d74-762f18b757df"},{"id":"occ_c70ba616f9b210d5af12d66f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_a6d96f37-031c-482e-b488-163e88ae4401","section_id":"sec_f8d89284-a6eb-4880-bfbe-75dbfe88fd2f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":9,"end":12,"exact":"HBM","quote":"この構造の中間へ、HBMに近い大容量・高帯域メモリーを追加できれば、Cerebrasの弱点は大幅に緩和される。","quote_start":0,"quote_end":55,"text_sha256":"2b62212fab92b313564f9e98805b3457a17968192d69ef4951b4586cf86ed08b","block_sha256":"2b62212fab92b313564f9e98805b3457a17968192d69ef4951b4586cf86ed08b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_a6d96f37-031c-482e-b488-163e88ae4401"},{"id":"occ_c448b47a3fdf32f1ecd8ca4a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_c1288c22-fbe4-4a12-ac34-563daa813cfe","section_id":"sec_1dd0c108-ae0f-4cdb-aa8c-6db4459b8ca6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"この構成は魅力的だが、単にHBMと光チップを横へ置けば完成するものではない。","quote_start":0,"quote_end":38,"text_sha256":"5c1a4da8d3b5fec1be388229efc9ece4974e9269659eee03c6612a388c266365","block_sha256":"5c1a4da8d3b5fec1be388229efc9ece4974e9269659eee03c6612a388c266365","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_c1288c22-fbe4-4a12-ac34-563daa813cfe"},{"id":"occ_8b4b526f3c48eea512dc1373","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_c6c00979-9e16-4485-a92f-9336344d81ba","section_id":"sec_29c83f03-75c2-4de7-a777-58eca34e2120","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":31,"end":34,"exact":"HBM","quote":"NVIDIAのGPUや大手クラウド企業のASICには、大容量のHBMがロジックダイの近くへパッケージングされている。これに対してCerebrasは、モデル全体をWSE内へ保持できない場合、外部メモリーから必要な重みを送り込むWeight Streamingを利用する。","quote_start":0,"quote_end":134,"text_sha256":"fa431449d72bacbeae0b48699f1a115925ca87578030ad07ba772cf79370d671","block_sha256":"fa431449d72bacbeae0b48699f1a115925ca87578030ad07ba772cf79370d671","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_c6c00979-9e16-4485-a92f-9336344d81ba"},{"id":"occ_f494717036b17a9d33b610d7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_c7b58a0c-e198-4385-b837-f12a4b3cd3a5","section_id":"sec_0875f100-4397-4df8-8237-7c7ac7bc5c36","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"```\nNVIDIA\n\nGPU\n＋ HBM\n＋ NVLink\n＋ InfiniBand／Ethernet\n＋ TensorRT-LLM\n＋ Dynamo\n＋ NIXL\n```","quote_start":0,"quote_end":87,"text_sha256":"bf8c54650792a35b924ce2523764f1c1aa83627067e011b167a31130b6676e85","block_sha256":"bf8c54650792a35b924ce2523764f1c1aa83627067e011b167a31130b6676e85","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_c7b58a0c-e198-4385-b837-f12a4b3cd3a5"},{"id":"occ_5dccb1d515ff3a0cd8c82456","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_c919bcad-a792-4e51-bffd-34c893a6b7bc","section_id":"sec_4fa93586-6946-4576-b2e4-3fc4bbaa28f6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"PrefillはTrainium、GPU、各社ASICが担当し、大容量HBMで入力とKVキャッシュを処理する。Cerebrasは、その後の逐次生成を担当し、応答時間、エージェントの反復速度、コード生成の完了時間を短縮する。","quote_start":0,"quote_end":111,"text_sha256":"e4a3af99b30f3ddf3074820c20733255a173c6c2aade399d7b79328a67be0bd8","block_sha256":"e4a3af99b30f3ddf3074820c20733255a173c6c2aade399d7b79328a67be0bd8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_c919bcad-a792-4e51-bffd-34c893a6b7bc"},{"id":"occ_3313525ac5cce0a99c484008","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_cead89d4-1089-418f-bef6-8c3ce93af907","section_id":"sec_152cfd42-2e93-4575-8e2f-a12bcf4b25d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":59,"end":62,"exact":"HBM","quote":"バッチ推論、巨大なKVキャッシュ、長文脈、大規模MoE、不規則なメモリーアクセスでは、モデル重みや状態を大容量HBMへ常駐できるGPU・ASICが有利になりやすい。","quote_start":4,"quote_end":86,"text_sha256":"8e673e72d33a3ecb44403416a380f1f4f6a4805d3ec4d445aa83cea1b8337c96","block_sha256":"8e673e72d33a3ecb44403416a380f1f4f6a4805d3ec4d445aa83cea1b8337c96","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_cead89d4-1089-418f-bef6-8c3ce93af907"},{"id":"occ_7cf9df976ed1757c6090490f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_ecc30275-94b5-438c-b856-f958a127762b","section_id":"sec_1dd0c108-ae0f-4cdb-aa8c-6db4459b8ca6","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"- HBMコントローラーをWSE外周へ分散配置する\n- 中央部までデータを運ぶNoCを強化する\n- メモリー流入口への集中を防ぐ\n- HBMとWSEを接続する巨大基板を製造する\n- ウェハーの反りと熱膨張を管理","quote_start":0,"quote_end":105,"text_sha256":"e95bf1f82f0daaad9177ee6709b70056d646c0e3f472db066623b6970dde4e69","block_sha256":"e95bf1f82f0daaad9177ee6709b70056d646c0e3f472db066623b6970dde4e69","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_ecc30275-94b5-438c-b856-f958a127762b"},{"id":"occ_e95516e83aed382321780c07","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_f8187cc9-af4f-4c6b-9ad4-6b264840f1b4","section_id":"sec_02e4a9ca-aefd-467c-85c8-bb94bff16843","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"光接続はHBMと同じものではない。HBMはローカルメモリーであり、光I/Oは外部装置へ接続する経路である。それでも、遠隔HBMプール、Prefillアクセラレーター、別のWSEとの接続を高速化する中核技術になり得る","quote_start":0,"quote_end":107,"text_sha256":"03c125d477835ce259d00ddc052d117fa503af87d928197478e1e8ec7a38dfa0","block_sha256":"03c125d477835ce259d00ddc052d117fa503af87d928197478e1e8ec7a38dfa0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_f8187cc9-af4f-4c6b-9ad4-6b264840f1b4"},{"id":"occ_a5f195b231beee72437d8b2d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_fa8ba2c9-1d94-4f57-a882-7669f4c9796d","section_id":"sec_152cfd42-2e93-4575-8e2f-a12bcf4b25d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"SRAMはHBMや通常のDRAMより容量密度が低いが、演算器のすぐそばへ配置できる。WSEでは90万個のコアの周辺へSRAMを分散し、ウェハー内のNoCで直接接続している。","quote_start":0,"quote_end":86,"text_sha256":"e6a936892c596443dfe9d791c483c09b4d6e9843cd9b29245ebfd5560878f83a","block_sha256":"e6a936892c596443dfe9d791c483c09b4d6e9843cd9b29245ebfd5560878f83a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_fa8ba2c9-1d94-4f57-a882-7669f4c9796d"},{"id":"occ_6a4e98216114b8de83fe8f7a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4","block_id":"blk_fe87d78a-93bf-46ef-8021-d3df87b9f6c6","section_id":"sec_0fd41a36-e7bc-44f6-aee0-9b2be9d051aa","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":97,"end":100,"exact":"HBM","quote":"   │\n          │ 光メモリーファブリック\n          ↓ 10～25TB/s以上\n近接HBM／積層DRAM\n500GB～1TB超・22～88TB/s\n          │\n          ↓\nWSE分散SRAM\n44GB以上・21PB/s以上\n          │\n         ","quote_start":42,"quote_end":200,"text_sha256":"daba8c5b57d1881fc83c9d1c584aeae106646823a2391177ec79be7f05275398","block_sha256":"daba8c5b57d1881fc83c9d1c584aeae106646823a2391177ec79be7f05275398","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332/#blk_fe87d78a-93bf-46ef-8021-d3df87b9f6c6"},{"id":"occ_4d4e5821ff8a97341644546e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_13cd5db9-983d-4d89-bfb6-62d889c5c9bf","section_id":"sec_9a3701ea-1d25-4e2c-983b-247bee4a9b8a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":74,"end":77,"exact":"HBM","quote":"*2026年時点で売上が最も大きく落ちる場所は、車やロボットの中ではなく、中央AIデータセンター側の GPU・HBM・ネットワークです。** 端末側の車載SoCやロボットSoCも伸びていますが、金額の桁はまだ1段以上小さいです。NVIDIAのFY2026はデータセンター向け**Computeが1623.61億ドル*","quote_start":19,"quote_end":177,"text_sha256":"bf5b5173c71e62a2ee008573b38af97561edca9fdf7d7508118605cc4fd1d8a1","block_sha256":"bf5b5173c71e62a2ee008573b38af97561edca9fdf7d7508118605cc4fd1d8a1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_13cd5db9-983d-4d89-bfb6-62d889c5c9bf"},{"id":"occ_15899f822177ad775d2668f9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_1f0c4818-87ae-409d-bedc-f913c21cba80","section_id":"sec_83b70f4d-6972-4317-bbaf-26ed386a251f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":139,"end":142,"exact":"HBM","quote":"5年8月に **5TB・64GB/sの高帯域フラッシュモジュール試作** を公表しました。つまりHBFは、**HBMとSSDの間を埋める次の容量層候補** ですが、2026年の売上貢献はまだ小さく、せいぜい **$0.1B–$0.5B（160億〜800億円）級の先行投資段階** と見るのが安全です。 ([Sandi","quote_start":84,"quote_end":242,"text_sha256":"e7d2fbfc3624581dcb666e4b8c7877315804ad20bdaea27a974906fb6efffdb8","block_sha256":"e7d2fbfc3624581dcb666e4b8c7877315804ad20bdaea27a974906fb6efffdb8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_1f0c4818-87ae-409d-bedc-f913c21cba80"},{"id":"occ_a50c9d368dd6e97cb978d975","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_4b351b94-cabb-45db-8cee-69cd2af69d50","section_id":"sec_6043ee41-c56d-481a-b47f-9ed798f6904d","layer":"body","character_id":null,"count":8,"matched_aliases":["HBM","HBM3"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、Micronが2025年3月時点で **四半期HBM売上が10億ドル超** に到達したと公表し、その後2025年12月には **HBM供給能力拡大のためにFY2026 Capexを200億ドルへ引","quote_start":0,"quote_end":103,"text_sha256":"9cfe7726049ef7bcf18976f184cd3887a97b5d61933a5263151cf6f6806492ab","block_sha256":"9cfe7726049ef7bcf18976f184cd3887a97b5d61933a5263151cf6f6806492ab","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_4b351b94-cabb-45db-8cee-69cd2af69d50"},{"id":"occ_a8bb220cb885105c98a88519","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_50ec189a-61bf-4e45-9fc0-ed376a82512d","section_id":"sec_3b6a8484-b55d-4a3e-b172-a16931c1b4e9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"投資と産業構造の観点で言えば、中央クラウドのGPU・HBM・光が第一幕を取った後、第二幕では「分散された現場コンピュート」と「信頼の制御面」に資本が降りてくる。AI-RANはその分散コンピュートの収益化装置であり、境界暗号・認証・実機管理はその安全な実装装置","quote_start":0,"quote_end":129,"text_sha256":"f7a04f9f2841917badad0931f443acb47043cd8dd03de6db823e1ade89f28545","block_sha256":"f7a04f9f2841917badad0931f443acb47043cd8dd03de6db823e1ade89f28545","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_50ec189a-61bf-4e45-9fc0-ed376a82512d"},{"id":"occ_10f2a8e236d37dbc877dc1b1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_51e03c67-cc41-4258-8106-9e35de68b1a4","section_id":"sec_f908e7d3-5fb2-4a8b-932d-33f3b3584ecc","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":21,"end":24,"exact":"HBM","quote":"ただし、ここは大事ですが、**HBFはまだHBMの置き換えではありません。** 2026年時点では、標準化と試作の段階で、主流の量産インフラを置き換えているとは言えません。私の見立てでは、HBFは近い将来、HBMを食い尽くすというより、**“HBM","quote_start":0,"quote_end":124,"text_sha256":"350bdd34697f253fd332dfa0756afa49524196ec8ce108ef1e3239ef7c7df531","block_sha256":"350bdd34697f253fd332dfa0756afa49524196ec8ce108ef1e3239ef7c7df531","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_51e03c67-cc41-4258-8106-9e35de68b1a4"},{"id":"occ_c4c10471f8176e4f86858b4f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_5b4c8129-0456-45d8-b08d-80aed0c109ca","section_id":"sec_6f3a950d-ea6c-4c7f-b688-44b1e1b6b07e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":107,"end":110,"exact":"HBM","quote":"dge** 側で生まれる需要は、**MEC/オンプレ推論の低遅延メモリとローカルストレージ** です。ここではHBM級の高速メモリが一部必要で、同時にモデル・KV・ローカル知識の容量層も要るので、将来的にHBF的な階層がはまりやすいです。これは公開情報からの推論です。 ([Groq](https://groq.co","quote_start":52,"quote_end":210,"text_sha256":"056351708c8b29a560f35944d2e4a6241cf9bcb202f98c46aa23bc6a6713d484","block_sha256":"056351708c8b29a560f35944d2e4a6241cf9bcb202f98c46aa23bc6a6713d484","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_5b4c8129-0456-45d8-b08d-80aed0c109ca"},{"id":"occ_971f3a43f323ece78eb64180","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_5c514d14-7400-4f7a-bb9b-b4404f799bff","section_id":"sec_a3e620f2-6694-43f4-9be7-d3614f4901ca","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"私の見立てでは、**物理AIが増えるほどHBM需要はまず中央に集中** します。なぜなら、端末数が増えるほど学習データ、蒸留、シミュレーション、艦隊更新が膨らみ、そこでは最も高価でも最も速いメモリが必要だからです。加えてAmazonのTraini","quote_start":0,"quote_end":123,"text_sha256":"fedc87d3d17de6e896e1a91b592ccf3a704fa317dbcfa5a1c46a97b6f7814683","block_sha256":"fedc87d3d17de6e896e1a91b592ccf3a704fa317dbcfa5a1c46a97b6f7814683","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_5c514d14-7400-4f7a-bb9b-b4404f799bff"},{"id":"occ_cc107df778a94ce13871ffda","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_792b5e20-b47d-4cd4-a613-3e5cfa7b1d0c","section_id":"sec_9a3701ea-1d25-4e2c-983b-247bee4a9b8a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":303,"end":306,"exact":"HBM","quote":"dded-systems/jetson-thor/?utm_source=chatgpt.com))\n- **HBM** は“今すぐ計算する熱いメモリ”。\n- **SSD** は“全部を支える広い倉庫”。\n- **HBF** は“その間を埋める新しい容量階層候補”。 ([NVIDIA](https://www.nv","quote_start":248,"quote_end":406,"text_sha256":"d2ebcb41377be4db33512f2656abcf0231fd3a30e9d3b065879e675f0ed8469c","block_sha256":"d2ebcb41377be4db33512f2656abcf0231fd3a30e9d3b065879e675f0ed8469c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_792b5e20-b47d-4cd4-a613-3e5cfa7b1d0c"},{"id":"occ_c2f20ff396734414acd2f35e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_822c6ddf-eca1-4dcb-8b55-dd35a5e0a698","section_id":"sec_6f3a950d-ea6c-4c7f-b688-44b1e1b6b07e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":72,"end":75,"exact":"HBM","quote":" / Google / Broadcom / Marvell** 側で生まれる需要は、主に **中央AI工場のHBM、SSD、光・スイッチ、そして一部HBF候補** です。モデルを学習し、蒸留し、世界モデルを作り、艦隊全体へ配る中心だからです。 ([NVIDIA](https://www.nvidia.com/en","quote_start":17,"quote_end":175,"text_sha256":"6c13e5d9aa00377e0d82a84945cbb6e7265db94e697b1eafc655cc4291d3672a","block_sha256":"6c13e5d9aa00377e0d82a84945cbb6e7265db94e697b1eafc655cc4291d3672a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_822c6ddf-eca1-4dcb-8b55-dd35a5e0a698"},{"id":"occ_c5f1aecefac55e5b50dd64bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_83cabdef-6303-4205-a6f7-3afd5d970ad6","section_id":"sec_a3e620f2-6694-43f4-9be7-d3614f4901ca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"フィジカルAIの文脈でHBM需要が強く出るのは、**ロボットや車そのもの** というより、まず **それらを学習・蒸留・世界モデル化する中央DC** と、次に **高級なエッジ/MEC推論サーバー** です。理由は、マルチカメラ","quote_start":0,"quote_end":114,"text_sha256":"d4cbf32a942e23f404fb60d16760aceabf9a4942b0fdcf364006d914459280a2","block_sha256":"d4cbf32a942e23f404fb60d16760aceabf9a4942b0fdcf364006d914459280a2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_83cabdef-6303-4205-a6f7-3afd5d970ad6"},{"id":"occ_9fe494c6703c26dab4c7790a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_8b1276d8-52fd-4402-8141-99ecfeb53609","section_id":"sec_463a5951-75e3-4d5a-a3b2-74e785243ee9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"**注意**：この表は **足し算して総額にしないでください。**  \nHBMはGPU/ASICの中に入りますし、CPOはネットワークの中に入ります。これは **重複ありの“売上ポケット図”** です。","quote_start":0,"quote_end":101,"text_sha256":"bc853c3294fdb95db94be77f2abe8fc5e780a98d6b636f7d2bd675a34e45ae68","block_sha256":"bc853c3294fdb95db94be77f2abe8fc5e780a98d6b636f7d2bd675a34e45ae68","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_8b1276d8-52fd-4402-8141-99ecfeb53609"},{"id":"occ_582ed4df8b68564be6419b79","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_92692613-c741-4f80-bbae-0b4ce9c7d9be","section_id":"sec_6043ee41-c56d-481a-b47f-9ed798f6904d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"### 2) HBM","quote_start":0,"quote_end":10,"text_sha256":"e01baa83cbfafb3526f2d48fab42590975b27f3cb478bd0a417e613a71b71117","block_sha256":"e01baa83cbfafb3526f2d48fab42590975b27f3cb478bd0a417e613a71b71117","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_92692613-c741-4f80-bbae-0b4ce9c7d9be"},{"id":"occ_dd4b7111072b347a13bab478","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_96a484a2-4939-4ead-a3ed-0da3d7f14d80","section_id":"sec_179a7910-aa45-4257-a43d-2874e7278728","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"**いま一番太いのは GPU → HBM → ネットワーク の順で、SSDが広く支え、CPOはまだ先行、車載SoCは将来性は大きいが足元の売上総額はまだ小さい。**  \nそして、**物理AIが本当に普及しても、最初に太るのは“端末そのもの”","quote_start":0,"quote_end":120,"text_sha256":"e224ef18ede4b09223c81a5f338a869d65043374ff013e84c88003f8f10c6b8a","block_sha256":"e224ef18ede4b09223c81a5f338a869d65043374ff013e84c88003f8f10c6b8a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_96a484a2-4939-4ead-a3ed-0da3d7f14d80"},{"id":"occ_3f03640a4a0e757e2886cb42","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_980366bf-46d8-49de-861f-20cf037c659e","section_id":"sec_9a3701ea-1d25-4e2c-983b-247bee4a9b8a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":75,"end":78,"exact":"HBM","quote":"Iが広がるほど、端末脳の勝者だけでなく、“中央で学習する側”と“その間をつなぐ側”が太りやすい** です。特にHBMは中央に、SSDは全層に、HBFは将来の推論容量層に効く、という見方がいちばんしっくりきます。 ([NVIDIA](https://www.nvidia.com/en-us/data-center/d","quote_start":20,"quote_end":178,"text_sha256":"8805748a8c851385f01d6f14546a6bb0fa8953bfb92819ec1ae8e29bb00dcfb1","block_sha256":"8805748a8c851385f01d6f14546a6bb0fa8953bfb92819ec1ae8e29bb00dcfb1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_980366bf-46d8-49de-861f-20cf037c659e"},{"id":"occ_3722265ca4d02b187e0d0cb2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_9d366adc-eb49-471a-8913-efdbe2e4b49c","section_id":"sec_2cf39bfa-b1f9-4df7-ac15-58aeb4ed884a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"SSD、特にNVMeは、**HBMの代わり** ではなく **HBMに食わせるための大容量倉庫** です。役割は、学習データ、動画、ログ、地図、チェックポイント、埋め込み、モデルの待機コピー、ローカルキャッシュを保持することです。NV","quote_start":0,"quote_end":117,"text_sha256":"3136b40a2ef4bf9600e6ae4690a49c23129f02a1dd0a67a295eae9b18628e937","block_sha256":"3136b40a2ef4bf9600e6ae4690a49c23129f02a1dd0a67a295eae9b18628e937","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_9d366adc-eb49-471a-8913-efdbe2e4b49c"},{"id":"occ_0fabbb873f0f1b7af88c819d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_a2784a30-21c9-4bb9-90ff-a37b4e4c79f4","section_id":"sec_04ced182-dc24-4fda-bda2-707148641288","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":195,"end":198,"exact":"HBM","quote":"rvellもOFC 2026でCPOを含むAI接続ソリューションを押し出しています。ただし、現時点ではGPUやHBMのような巨大ポケットではありません。2026年は **$0.5B–$1.5B**、つまり **800億〜2400億円程度** の「先行立ち上がり市場」と見るのが妥当です。CPOは2027–2028にか","quote_start":140,"quote_end":298,"text_sha256":"c5a6c9f9cea81f27a0eb96a06fc2e784e4b226ec84d8b3c380c42a361bd8da7b","block_sha256":"c5a6c9f9cea81f27a0eb96a06fc2e784e4b226ec84d8b3c380c42a361bd8da7b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_a2784a30-21c9-4bb9-90ff-a37b4e4c79f4"},{"id":"occ_5ef2ea025f0dc6217cc508cf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_c11d2170-0563-42cb-8d36-d5eab5ca87b6","section_id":"sec_2cf39bfa-b1f9-4df7-ac15-58aeb4ed884a","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"投資家的に見ると、**SSD/NANDはHBMほど派手ではないが、裾野が最も広い** です。HBMは一部の超高級計算機に集中しますが、SSDは中央、エッジ、MEC、端末、ほぼ全部に必要です。物理AIが本当に普及すると、動画・センサ・ログの爆発で、","quote_start":0,"quote_end":123,"text_sha256":"4928b1fb5046fbd4f94ad9075999fe1b4c18a44360c130fd88aeb26793daccbd","block_sha256":"4928b1fb5046fbd4f94ad9075999fe1b4c18a44360c130fd88aeb26793daccbd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_c11d2170-0563-42cb-8d36-d5eab5ca87b6"},{"id":"occ_3dbe761afa8c3aff88bb63ec","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_c494ea33-42e5-4858-b532-2c4a6bad2c6e","section_id":"sec_a3e620f2-6694-43f4-9be7-d3614f4901ca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"### 1) HBM","quote_start":0,"quote_end":10,"text_sha256":"b3765f98e79f02884b9930a0acfb6202e80212d58f430728f8bea0ece2479abf","block_sha256":"b3765f98e79f02884b9930a0acfb6202e80212d58f430728f8bea0ece2479abf","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_c494ea33-42e5-4858-b532-2c4a6bad2c6e"},{"id":"occ_4650c5ee41572fbb8c1df2e0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_c853a371-00b9-44b0-8055-b96cece976f7","section_id":"sec_3bb1ecac-91b4-47b1-a010-58e9b815f3f6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM / SSD / HBF はそれぞれ何をするのか","quote_start":0,"quote_end":30,"text_sha256":"394a25c29d1c1c230de79a6b1224886c78fa9b05f81864194c8b7e74e299496c","block_sha256":"394a25c29d1c1c230de79a6b1224886c78fa9b05f81864194c8b7e74e299496c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_c853a371-00b9-44b0-8055-b96cece976f7"},{"id":"occ_53bb7159cf89c171638b3d2e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_d00f736f-1b1c-43f8-8b25-f04772a1a0ca","section_id":"sec_f908e7d3-5fb2-4a8b-932d-33f3b3584ecc","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"HBFの役割は、私の理解では **HBMとSSDの間を埋める“温かい容量層”** です。HBMほど速くはないが、SSDよりはずっと帯域が高く、しかもNAND由来なので容量、持続性、熱安定性に強い。Sandisk自身も、大規模AIデプロイ向け","quote_start":0,"quote_end":120,"text_sha256":"ee2e398634d820c358c721648d32429822ce1b491b38e2b84e941f408fd5550f","block_sha256":"ee2e398634d820c358c721648d32429822ce1b491b38e2b84e941f408fd5550f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_d00f736f-1b1c-43f8-8b25-f04772a1a0ca"},{"id":"occ_8392a46f1cb4ccc005c1594f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_d0dd5e84-3d9f-46a6-a3f9-c66674d9027d","section_id":"sec_c728c1c7-ecaf-4f87-a293-ae46e371290a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":111,"end":114,"exact":"HBM","quote":"*データセンターNAND売上が前四半期比で2倍超の新記録** になったと述べています。つまり、AIインフラではHBMだけでなく、**大容量データ、チェックポイント、推論キャッシュ、ベクトルDB、ログ** を支えるSSD/NANDも着実に太っています。ここにSamsung、SK hynix/Solidigm、Kiox","quote_start":56,"quote_end":214,"text_sha256":"60501b7131c5ceb7afa3fed4917c1afd35e64a68270ddc30161c4727061e16be","block_sha256":"60501b7131c5ceb7afa3fed4917c1afd35e64a68270ddc30161c4727061e16be","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_d0dd5e84-3d9f-46a6-a3f9-c66674d9027d"},{"id":"occ_21778dd7c265c103d00a6c62","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_de7d7537-bc99-470a-90ed-6d60bba6075c","section_id":"sec_28bb40ed-a959-4b81-b487-c4b97a76302f","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"```\n[中央AI/DC]\n  GPU/アクセラレータ ─ HBM ─ スイッチ ─ CPO ─ SSD\n     │\n     ├─ 主な取り分：NVIDIA / Broadcom / Marvell / Micron / SK hynix / Samsung /","quote_start":0,"quote_end":133,"text_sha256":"68de07acc49b3a7831af703fbe06fc368c58283247d504a0c542be5a66edb831","block_sha256":"68de07acc49b3a7831af703fbe06fc368c58283247d504a0c542be5a66edb831","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_de7d7537-bc99-470a-90ed-6d60bba6075c"},{"id":"occ_abf2aba57c2cce29b98ecbe3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_e518675d-0f08-4cb9-8843-bd58f38dd304","section_id":"sec_3e3294f0-2987-4dac-9f72-223a6f009e1a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"- **GPU**：NVIDIAが圧倒的。\n- **HBM**：SK hynix、Micron、Samsung。\n- **スイッチ/CPO**：Broadcom、NVIDIA、Marvell。\n- **SSD**：Samsung、Micron、SK hyni","quote_start":0,"quote_end":129,"text_sha256":"c67fe43537edb924f9c138305a62932fcdd4514444991ea68236fb7dcd70d1ce","block_sha256":"c67fe43537edb924f9c138305a62932fcdd4514444991ea68236fb7dcd70d1ce","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_e518675d-0f08-4cb9-8843-bd58f38dd304"},{"id":"occ_1d15446da07a19662246866e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_e8608d62-feb5-47ce-87d5-b31ac68b9420","section_id":"sec_6f3a950d-ea6c-4c7f-b688-44b1e1b6b07e","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":60,"end":63,"exact":"HBM","quote":"ileye / Qualcomm / Tesla / Horizon / Hailo** 側で生まれる需要は、HBMよりもまず **低電力推論、ローカルNAND、センサ処理、量産コスト** です。端末の台数は膨大でも、1台あたりに中央DC並みのHBMを積む世界にはなりにくいからです。高性能車や高級ロボットは別として","quote_start":5,"quote_end":163,"text_sha256":"8eeaedc8fa473560c76f622185cd4aa063717cf7aa5f80ed267e316b6d4a41c3","block_sha256":"8eeaedc8fa473560c76f622185cd4aa063717cf7aa5f80ed267e316b6d4a41c3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_e8608d62-feb5-47ce-87d5-b31ac68b9420"},{"id":"occ_921a17a0895d04aa6af4f40d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_ecc52a29-9968-4ba7-8896-3d6af2b8cadb","section_id":"sec_a3e620f2-6694-43f4-9be7-d3614f4901ca","layer":"body","character_id":null,"count":5,"matched_aliases":["HBM","HBM3E","HBM3e"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、**GPU/XPU/TPUのすぐ横に貼り付く超高速メモリ** です。役割は、巨大モデルの重み、活性化、注意機構、KVキャッシュのような“今すぐ使う熱いデータ”を、とにかく高帯域で計算器に供給するこ","quote_start":0,"quote_end":103,"text_sha256":"fa172fa8d4589696fb966f326c68f31787d5b93d7fe6f1adfb08815b33f0b365","block_sha256":"fa172fa8d4589696fb966f326c68f31787d5b93d7fe6f1adfb08815b33f0b365","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_ecc52a29-9968-4ba7-8896-3d6af2b8cadb"},{"id":"occ_c3ffd797123fa96fecc30bea","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd","block_id":"blk_eefc5f96-8518-4ca5-b26e-f07bd598f9ed","section_id":"sec_c35d93ba-c225-4661-a385-81d447be6f60","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":95,"end":98,"exact":"HBM","quote":"ート学習、長期最適化、全社横断デジタルツインを担う。現在のAI投資と光投資の中心はまだここで、受益者はGPU、HBM、ネットワーク、AIクラウド、データセンター電力・冷却・光部材の側に最も大きく偏っている。([NVIDIA Newsroom](https://nvidianews.nvidia.com/news/n","quote_start":40,"quote_end":198,"text_sha256":"010dcf12762e7ad6568c935aedf10249fd579efe9b145077b67ceec638a0d97d","block_sha256":"010dcf12762e7ad6568c935aedf10249fd579efe9b145077b67ceec638a0d97d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f487aa08-2568-42ad-85cb-11c258b5b71d/#blk_eefc5f96-8518-4ca5-b26e-f07bd598f9ed"},{"id":"occ_565a909e7d6a85b24a722a51","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_03054719-d523-451e-9460-21f16166a2ea","section_id":"sec_f3ab7b05-f167-4a14-905d-c481d1c7ceab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":63,"end":66,"exact":"HBM","quote":"Cerebras、Rebellionsを技術から事業まで分解しながら、SRAMとはそもそも何なのか、DRAM/HBM不足の中でなぜ重要になってきたのか、3D DRAMはその先をどう変えるのか、そして2030年代のAIDCがどこへ向かうのかまで考えてみる。","quote_start":8,"quote_end":135,"text_sha256":"fdcb9158aa5f642c170f2db3f186d1f9b4a6de058a2fa42cb4b201447f142b2a","block_sha256":"fdcb9158aa5f642c170f2db3f186d1f9b4a6de058a2fa42cb4b201447f142b2a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_03054719-d523-451e-9460-21f16166a2ea"},{"id":"occ_cdd67ab4d1efccbcdbde1eb6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_030aecfb-8881-48fd-b5f1-574b66de0241","section_id":"sec_1b7ef2ac-72a5-4d5d-93fc-3c4bba1520dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"> HBMを消費しない代わりに、advanced logic siliconを極端に多く消費する。","quote_start":0,"quote_end":49,"text_sha256":"b8e096ceb42e16c3cc5441b93da08e2940fb085b78a0646d8d2df0ea970711b0","block_sha256":"b8e096ceb42e16c3cc5441b93da08e2940fb085b78a0646d8d2df0ea970711b0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_030aecfb-8881-48fd-b5f1-574b66de0241"},{"id":"occ_ac4da879cfc8a10b8a74d7d6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_0349140e-f93b-4af3-909d-548593d6c87c","section_id":"sec_55c8da16-99bb-4035-9c69-132f48783c0f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":63,"end":66,"exact":"HBM","quote":"ynix / Samsung / Micron\n        ↓\nDRAM wafer\n        ↓\nHBM die\n        ↓\n8Hi / 12Hi / 16Hi\n        ↓\nstacking\n```","quote_start":8,"quote_end":121,"text_sha256":"867116075598c7c64bdf26d4dbfe334099d4fd4fd4a2895b2431666435b15380","block_sha256":"867116075598c7c64bdf26d4dbfe334099d4fd4fd4a2895b2431666435b15380","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_0349140e-f93b-4af3-909d-548593d6c87c"},{"id":"occ_2fef27d6e677ec8d8d969733","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_041778df-c442-4a00-b007-8f8e086ef099","section_id":"sec_b598e2b1-dba3-4ed9-852e-fcad31d44568","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM＋SRAM hybrid。","quote_start":0,"quote_end":16,"text_sha256":"3270c31884c3d8970411cc901d9498bc40922c1ae0da191ca2ca103bbaa3a080","block_sha256":"3270c31884c3d8970411cc901d9498bc40922c1ae0da191ca2ca103bbaa3a080","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_041778df-c442-4a00-b007-8f8e086ef099"},{"id":"occ_4ffaf45f3d238ef29699b739","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_0840f565-209a-41cd-9258-17dbf2229020","section_id":"sec_882648c2-af6c-463c-abcb-98cb445516cd","layer":"code","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":87,"end":90,"exact":"HBM","quote":"\n超低Latency\n数百MB～数GB\n        ↓\n\nTier 2\n3D DRAM / Custom HBM\n数十～数百GB以上\n        ↓\n\nTier 3\nHBM / DDR / CXL\nTB級\n        ↓\n\nTier 4\nHBF / NAND / SSD\n巨大容量\n```","quote_start":32,"quote_end":182,"text_sha256":"52d862b0e5a2d0d8009239bdef41ee6418191f0e35ef100c1f9eaec9f83464a4","block_sha256":"52d862b0e5a2d0d8009239bdef41ee6418191f0e35ef100c1f9eaec9f83464a4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_0840f565-209a-41cd-9258-17dbf2229020"},{"id":"occ_f28ce3d299beaac179cbcba2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_11eaf904-b9d6-4e73-963e-c09e6b8b80ef","section_id":"sec_81887361-b873-4648-a703-3952a05e6d66","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"4.8TB/s HBM bandwidth、","quote_start":0,"quote_end":22,"text_sha256":"9714eb338e238d4b3ad274852a6e0187e690534760b4dd52e627b755a0b93867","block_sha256":"9714eb338e238d4b3ad274852a6e0187e690534760b4dd52e627b755a0b93867","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_11eaf904-b9d6-4e73-963e-c09e6b8b80ef"},{"id":"occ_3450b255db6f6934d48eebec","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_134ec00f-e112-42c7-bf3c-2a305796ecab","section_id":"sec_997a80a1-58f7-46f0-8c72-ae88723eb1cb","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"現在はHBMが足りない。","quote_start":0,"quote_end":12,"text_sha256":"93c64b9c8d0d1c2db7b329ce7a867d601482b73af1fcafc0e526318d4e670ebd","block_sha256":"93c64b9c8d0d1c2db7b329ce7a867d601482b73af1fcafc0e526318d4e670ebd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_134ec00f-e112-42c7-bf3c-2a305796ecab"},{"id":"occ_2f58ff45e1a6a26afac7c37d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_1487b87d-f088-4485-9c12-363c80dc547e","section_id":"sec_cf573740-cd26-45a9-848b-9cb18e142fe5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"私は現時点では、SRAMがHBMを置き換えるより、","quote_start":0,"quote_end":25,"text_sha256":"463b3c9ffa6cd556f45cd13a7b1de4219655a800a2eabe37d9c999a960a40e44","block_sha256":"463b3c9ffa6cd556f45cd13a7b1de4219655a800a2eabe37d9c999a960a40e44","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_1487b87d-f088-4485-9c12-363c80dc547e"},{"id":"occ_23fe8ecfd2d0933fdea20189","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_1509e68a-f85a-4173-9dcc-b5159abf62d5","section_id":"sec_df3db8c4-2dc7-407e-92d8-d2a944cfcf93","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM shortageの次にやってくるMemory問題は、SRAM chipが店頭から消えるような不足ではない。","quote_start":0,"quote_end":57,"text_sha256":"021067b8a1e6668a34ef9d524292676342c8a6b920f5375dd4ead2b56eb539ae","block_sha256":"021067b8a1e6668a34ef9d524292676342c8a6b920f5375dd4ead2b56eb539ae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_1509e68a-f85a-4173-9dcc-b5159abf62d5"},{"id":"occ_286257145b2df0b963b1c446","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_1c6f39ce-17c8-47ad-aa68-1781f47b9ccb","section_id":"sec_4c70c2c3-b65a-46b6-87ce-5e64fcfc032c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM不足の次に起きること――超高速SRAM、3D DRAM、先端Logic Wafer、そしてAI Factoryの再設計","quote_start":0,"quote_end":65,"text_sha256":"b0a2f2b068d59ef7b9973fad57bd64dc2a3334cdef95073630fbde01250961a3","block_sha256":"b0a2f2b068d59ef7b9973fad57bd64dc2a3334cdef95073630fbde01250961a3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_1c6f39ce-17c8-47ad-aa68-1781f47b9ccb"},{"id":"occ_c582b936b621f5bdef3f8344","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_2434bf1f-92b8-4db6-997e-87b0c342f33a","section_id":"sec_92c43c27-f220-4bea-8a35-b8697f8892f0","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"大量HBM、","quote_start":0,"quote_end":6,"text_sha256":"cbd328c6f1d36f96066da6b82a8b5efb859b90dabe5ba3bb873442a4b1b11260","block_sha256":"cbd328c6f1d36f96066da6b82a8b5efb859b90dabe5ba3bb873442a4b1b11260","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_2434bf1f-92b8-4db6-997e-87b0c342f33a"},{"id":"occ_cc46888a778c936f595ff32c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_26ce4131-8962-47b8-8b46-ade5a4df0e92","section_id":"sec_275c7b03-b724-4a8f-983d-956ab6921f14","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM3E"],"evidence":{"text_basis":"markdown","start":163,"end":168,"exact":"HBM3E","quote":"Groqの数字と完全な横比較はできない。RebelRack公式値は65.5PFLOPS FP8、4.61TB HBM3E、153.6TB/s HBM bandwidthである。([Rebellions](https://jp.rebellions.ai/?utm_source=chatgpt.com))","quote_start":108,"quote_end":260,"text_sha256":"cf190b86b511a8916ec66a7bf922a67a6d1cfbdf60af6b643bbef1b4a6300aed","block_sha256":"cf190b86b511a8916ec66a7bf922a67a6d1cfbdf60af6b643bbef1b4a6300aed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_26ce4131-8962-47b8-8b46-ade5a4df0e92"},{"id":"occ_e34d08ead1d7c551cc5fd877","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_2f60c881-1ff3-4922-aee2-6bf2b331bc73","section_id":"sec_55c8da16-99bb-4035-9c69-132f48783c0f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMなら、","quote_start":0,"quote_end":6,"text_sha256":"14597c3986e597f7f206657eb61f17d080216ec402966c57befe48de498876bc","block_sha256":"14597c3986e597f7f206657eb61f17d080216ec402966c57befe48de498876bc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_2f60c881-1ff3-4922-aee2-6bf2b331bc73"},{"id":"occ_de7228c8580664d2c08bdeb1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_32295f2e-4f1c-46b6-9216-49f9505732b1","section_id":"sec_b54c4d58-fa85-45fd-bf01-fab2f089b664","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMへ何を置くか。","quote_start":0,"quote_end":10,"text_sha256":"ebc95199d36851887e767e501ac16b58707f8892b4ff225e5857ddbd9fc2fccd","block_sha256":"ebc95199d36851887e767e501ac16b58707f8892b4ff225e5857ddbd9fc2fccd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_32295f2e-4f1c-46b6-9216-49f9505732b1"},{"id":"occ_f46efa334d96e1dd33484330","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_34831dc5-7453-4238-8a38-af3b50a32d8a","section_id":"sec_a1593e0a-34e8-42ad-b414-9a98a582cb61","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"Custom HBM、","quote_start":0,"quote_end":11,"text_sha256":"39c3320f1b69050b0c798873a8c0586bed42c5083c33d1879057594aa4ff453c","block_sha256":"39c3320f1b69050b0c798873a8c0586bed42c5083c33d1879057594aa4ff453c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_34831dc5-7453-4238-8a38-af3b50a32d8a"},{"id":"occ_c66bb654a709ad830c527f39","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_3519f464-c6a7-40f0-b273-b1defe607807","section_id":"sec_600300e2-6c25-4273-b46b-aa3a1682c259","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM stack、","quote_start":0,"quote_end":10,"text_sha256":"1aac30df5067c2c60db0ebf0047c66e9fca23da72298ea33c9d6f2aa4f0d7c35","block_sha256":"1aac30df5067c2c60db0ebf0047c66e9fca23da72298ea33c9d6f2aa4f0d7c35","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_3519f464-c6a7-40f0-b273-b1defe607807"},{"id":"occ_e2a062418330a8abe46548da","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_402b1a2a-5859-427b-9c4b-d6fbe3c18063","section_id":"sec_163e24ad-3b12-4d60-8b48-bd0e09cb6231","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"Custom HBM、","quote_start":0,"quote_end":11,"text_sha256":"39c3320f1b69050b0c798873a8c0586bed42c5083c33d1879057594aa4ff453c","block_sha256":"39c3320f1b69050b0c798873a8c0586bed42c5083c33d1879057594aa4ff453c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_402b1a2a-5859-427b-9c4b-d6fbe3c18063"},{"id":"occ_151a15b3da3d737b1bf96077","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_4153cec2-3eb0-4ffd-a9fe-d4f042e4143b","section_id":"sec_b598e2b1-dba3-4ed9-852e-fcad31d44568","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":7,"end":10,"exact":"HBM","quote":"Custom HBM logic。","quote_start":0,"quote_end":17,"text_sha256":"33c8fd84c759200127cc657dff781bd80446f193d81939971256b738c6e1cc08","block_sha256":"33c8fd84c759200127cc657dff781bd80446f193d81939971256b738c6e1cc08","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_4153cec2-3eb0-4ffd-a9fe-d4f042e4143b"},{"id":"occ_28dcdf12c38a645586c8884f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_45201c7f-6dbc-4e79-883b-e2f4f2e439ff","section_id":"sec_8b3e02af-964c-430e-8319-6aee72f53092","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"local HBMとremote HBMへの同時access、multi-path routing、taskごとのQoSも利用し、32K以上のcontextでtoken latencyを抑える設計としている。([Reb","quote_start":0,"quote_end":109,"text_sha256":"94b32d9797bc9af23a22d0ec7108f5e667f0cf0dd3cc27bc3206c7632f710478","block_sha256":"94b32d9797bc9af23a22d0ec7108f5e667f0cf0dd3cc27bc3206c7632f710478","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_45201c7f-6dbc-4e79-883b-e2f4f2e439ff"},{"id":"occ_707044e470231fecf2b953bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_52bde311-8ac9-481d-a0b7-e23cbbfaa9b8","section_id":"sec_7a4d59ea-b77c-49b7-bfa5-a0574beb123f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"## HBM不足","quote_start":0,"quote_end":8,"text_sha256":"98f92190b3faf3d132ef5e8ac1a417bfb652f0575078314b3b4945dfb441c0a3","block_sha256":"98f92190b3faf3d132ef5e8ac1a417bfb652f0575078314b3b4945dfb441c0a3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_52bde311-8ac9-481d-a0b7-e23cbbfaa9b8"},{"id":"occ_1cc44e00cf819ed601bd3cd1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_56995b49-d8b3-4268-971e-b5e1dc4e3a20","section_id":"sec_57e2a34a-c9f9-407b-bdcb-765081ed950e","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"```\nRubin / HBM\n大容量\nPrefill\nLong Context\n        ↓\nGroq LPX\nSRAM\nUltra-low-latency Decode\n```","quote_start":0,"quote_end":93,"text_sha256":"9e2e57b390a7004938fe17bfa79879204adef5031de7ef33c4369f7121930129","block_sha256":"9e2e57b390a7004938fe17bfa79879204adef5031de7ef33c4369f7121930129","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_56995b49-d8b3-4268-971e-b5e1dc4e3a20"},{"id":"occ_87c2d6df356a6ac0744202bc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_5a99eed8-0a76-4b62-b4ff-25e735f092b9","section_id":"sec_2492b4d6-86ed-41cd-8d6f-bed9999d634e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"したがって「SRAMは次のHBM」と断定するのはまだ早い。","quote_start":0,"quote_end":29,"text_sha256":"73c76243eeeeed1baede71e21c72a9f5dd04bf8abf4d003d9fa7d9918083e796","block_sha256":"73c76243eeeeed1baede71e21c72a9f5dd04bf8abf4d003d9fa7d9918083e796","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_5a99eed8-0a76-4b62-b4ff-25e735f092b9"},{"id":"occ_0b7fd0670d70fe1cee845939","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_609ad728-b67b-4635-95a7-dd120f8e94eb","section_id":"sec_b6417a96-2721-4a0a-8b66-8301c1f07d13","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"## GPU/TPU型HBM Compute","quote_start":0,"quote_end":22,"text_sha256":"fa54135b4826954870dca544670d4bae517df53133fefb7754bf3717d05c5d68","block_sha256":"fa54135b4826954870dca544670d4bae517df53133fefb7754bf3717d05c5d68","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_609ad728-b67b-4635-95a7-dd120f8e94eb"},{"id":"occ_45669be7f69cc964efaa641c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_649ca248-202a-4079-8bc5-f706fecac331","section_id":"sec_1bb9f0fc-620f-459e-b8e0-05911c4dc427","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"DRAM全体のbitでHBMは少ない。","quote_start":0,"quote_end":19,"text_sha256":"55420800f4b0851403c126f5d53a53398e46465abedfa5785ed9755ffb24e38f","block_sha256":"55420800f4b0851403c126f5d53a53398e46465abedfa5785ed9755ffb24e38f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_649ca248-202a-4079-8bc5-f706fecac331"},{"id":"occ_36729b56cf9ee74583752986","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_65bce4d6-db14-4832-99db-ee143f28f63c","section_id":"sec_b1a19885-b2ae-4a09-b4df-6ddafb19473f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"## 9．Cerebrasは「HBMへ取りに行く」という行為を減らす","quote_start":0,"quote_end":34,"text_sha256":"047b4c468527f064aabd7271a3b9e31dbd65f3dfd8e644d4e23659e314308235","block_sha256":"047b4c468527f064aabd7271a3b9e31dbd65f3dfd8e644d4e23659e314308235","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_65bce4d6-db14-4832-99db-ee143f28f63c"},{"id":"occ_fc09411c990ba02d02febef7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_6beebd71-851c-4652-ab95-bedda7d9a8bf","section_id":"sec_b1a19885-b2ae-4a09-b4df-6ddafb19473f","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"```\nCompute\n   ↕\nHBM\n```","quote_start":0,"quote_end":24,"text_sha256":"b674d8c0f19c4eaadd90395f4ebfe899f0e0ddc140cb2ed7d7dc7f0593f429ee","block_sha256":"b674d8c0f19c4eaadd90395f4ebfe899f0e0ddc140cb2ed7d7dc7f0593f429ee","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_6beebd71-851c-4652-ab95-bedda7d9a8bf"},{"id":"occ_0c581093b8ead65848d7dc14","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_6c8f502f-f606-44bb-9d9c-15f2c5b92922","section_id":"sec_2492b4d6-86ed-41cd-8d6f-bed9999d634e","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM bandwidth/priceが急改善する。","quote_start":0,"quote_end":26,"text_sha256":"9917629707c460ca1c0c62d761f40e8e0049e87a08b6777837499193fe2cedae","block_sha256":"9917629707c460ca1c0c62d761f40e8e0049e87a08b6777837499193fe2cedae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_6c8f502f-f606-44bb-9d9c-15f2c5b92922"},{"id":"occ_d24c838a4bf8d14112507d65","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_6f8923b8-5c71-4ad7-9e17-acfcd7541531","section_id":"sec_600300e2-6c25-4273-b46b-aa3a1682c259","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM DRAM wafer、","quote_start":0,"quote_end":15,"text_sha256":"083dab9b6e431b44227321b87757712c16d60618d16d080515b8069def2a0cf9","block_sha256":"083dab9b6e431b44227321b87757712c16d60618d16d080515b8069def2a0cf9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_6f8923b8-5c71-4ad7-9e17-acfcd7541531"},{"id":"occ_6e8422dbc51ba95d5c6422cb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_711e6d72-4c90-471a-9e6d-1d91cf0e5e1f","section_id":"sec_c5a663aa-4639-489e-ab2e-9188bcc795df","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":89,"end":94,"exact":"HBM3E","quote":"orあたり512MB SRAMと192TB/sのlocal bandwidthを持ちながら、さらに144GB HBM3Eを組み合わせる。","quote_start":34,"quote_end":102,"text_sha256":"9116c3f2135cf54fd55d786ba7f6283b88cfdf89b3a9336af6c2b45a741a7b3e","block_sha256":"9116c3f2135cf54fd55d786ba7f6283b88cfdf89b3a9336af6c2b45a741a7b3e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_711e6d72-4c90-471a-9e6d-1d91cf0e5e1f"},{"id":"occ_a8f64b61399c57628087570c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_74bbabe4-667e-436a-bfd3-83ba738e58af","section_id":"sec_134aef79-3e64-4a53-a833-301cc699cc7f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMもDRAM売上として見える。","quote_start":0,"quote_end":17,"text_sha256":"921c355b10fc5f3cc055a6f0fd2c99e2f25084446c6532b8f7e81312942740ec","block_sha256":"921c355b10fc5f3cc055a6f0fd2c99e2f25084446c6532b8f7e81312942740ec","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_74bbabe4-667e-436a-bfd3-83ba738e58af"},{"id":"occ_0caa50551276cbfa2c5b8eae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_74f9bfb3-528f-411d-bfde-51534a72fc53","section_id":"sec_44acde4f-6354-4f85-9ceb-9b16aa1556a9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":17,"end":20,"exact":"HBM","quote":"> **SRAMだけでは高すぎる。HBM、DMA、Chiplet、3D DRAMを組み合わせ、Memory hierarchy全体を最適化すべきだ**","quote_start":0,"quote_end":75,"text_sha256":"269a0d0a5eb656809e299b12e4f68341ad3c42c55d4871198278a0311ad6c6b5","block_sha256":"269a0d0a5eb656809e299b12e4f68341ad3c42c55d4871198278a0311ad6c6b5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_74f9bfb3-528f-411d-bfde-51534a72fc53"},{"id":"occ_ec8419d9a0cac03022f87756","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_7600981f-7f59-4b44-a2dc-3ea505b24b70","section_id":"sec_be3bad09-7445-4d81-a42e-57107780330b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"## 11．CerebrasがHBM不足で非常に有利な理由","quote_start":0,"quote_end":29,"text_sha256":"bc484c36454ad5794ca9addccfc9c018e9cec3310ca6156374ade0e3e7cfdfc0","block_sha256":"bc484c36454ad5794ca9addccfc9c018e9cec3310ca6156374ade0e3e7cfdfc0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_7600981f-7f59-4b44-a2dc-3ea505b24b70"},{"id":"occ_85fcda3846121181c0991265","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_76107beb-352a-4936-ac08-04574d0c6398","section_id":"sec_be3bad09-7445-4d81-a42e-57107780330b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"同社は2026Q2に、HBM、CoWoS、3nmが供給制約下にある一方、自社はこれらを回避でき、TSMC wafer supplyも確保したと説明している。([Cerebras](https://investors.cerebr","quote_start":0,"quote_end":114,"text_sha256":"2c8160456fda17a7d968a408238bd0cb485d7d00dc125c482f54dbbdac4b3874","block_sha256":"2c8160456fda17a7d968a408238bd0cb485d7d00dc125c482f54dbbdac4b3874","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_76107beb-352a-4936-ac08-04574d0c6398"},{"id":"occ_68deffa8f79943bfb5edf789","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_769dbe85-782f-4814-9e2c-36af9351a1ad","section_id":"sec_bf8f0c8a-f490-4935-9ef9-47617fc263aa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"これはHBMとは根本的に違う。","quote_start":0,"quote_end":15,"text_sha256":"6f6048cd78948fa7b75813c8de64dd3f1c7af5338d63d1b9f177762394e1fa1a","block_sha256":"6f6048cd78948fa7b75813c8de64dd3f1c7af5338d63d1b9f177762394e1fa1a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_769dbe85-782f-4814-9e2c-36af9351a1ad"},{"id":"occ_f60109eb9004e1b2d0fc7e5a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_78cdb99c-243e-4532-a46c-01410f92e6f2","section_id":"sec_b598e2b1-dba3-4ed9-852e-fcad31d44568","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"＋ HBM","quote_start":0,"quote_end":5,"text_sha256":"b588d4560dcf4766744ef586a5d10843613d7baa931ff6e6e4a61f5b05fd06c5","block_sha256":"b588d4560dcf4766744ef586a5d10843613d7baa931ff6e6e4a61f5b05fd06c5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_78cdb99c-243e-4532-a46c-01410f92e6f2"},{"id":"occ_ae05e7a9dc1684f85966b3dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_7a512cad-2ee1-4928-8c6a-9b98bdc3fa87","section_id":"sec_b2544145-8b6e-4398-a498-1ca8d636014c","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"```\nHBM / 3D DRAM\nExpert 1\nExpert 2\n...\nExpert 100\n       ↓\nRouter\n次に使うExpertを選択\n       ↓\nPredictive Data M","quote_start":0,"quote_end":107,"text_sha256":"fff98906a081c29417e0617169f3ee1e3bdac45b840d26a71f04e4689f25ede4","block_sha256":"fff98906a081c29417e0617169f3ee1e3bdac45b840d26a71f04e4689f25ede4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_7a512cad-2ee1-4928-8c6a-9b98bdc3fa87"},{"id":"occ_bb3ee2ea285feeaddb2bc496","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_8012f022-e11e-4799-b0a1-8e78f2b4da6b","section_id":"sec_600300e2-6c25-4273-b46b-aa3a1682c259","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM packaging","quote_start":0,"quote_end":13,"text_sha256":"5bc414c599d2d432135eb18177ca34a6e08dbc2e6f28c65f780b637610651308","block_sha256":"5bc414c599d2d432135eb18177ca34a6e08dbc2e6f28c65f780b637610651308","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_8012f022-e11e-4799-b0a1-8e78f2b4da6b"},{"id":"occ_ee39d9524f8d29ca09add52d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_80612dfc-d3e7-4375-99b3-d9a5dce1dd88","section_id":"sec_5da1e85b-3afb-40fe-8868-e83f9c1d8332","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"大量のWeight/KVはHBM。","quote_start":0,"quote_end":17,"text_sha256":"ee12bc000a0d599cbc295af91ad5ec4b4eaceab28639bab21b95a617db9c1282","block_sha256":"ee12bc000a0d599cbc295af91ad5ec4b4eaceab28639bab21b95a617db9c1282","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_80612dfc-d3e7-4375-99b3-d9a5dce1dd88"},{"id":"occ_114563252755672d40a1f60f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_86bf959b-7ab0-4ad0-823e-e092a533decb","section_id":"sec_be3bad09-7445-4d81-a42e-57107780330b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを使わない。","quote_start":0,"quote_end":9,"text_sha256":"484ade65e5b1b33d9035bbcdba33ffabeb8414fe3dc58d9bbbec60bf614a8c86","block_sha256":"484ade65e5b1b33d9035bbcdba33ffabeb8414fe3dc58d9bbbec60bf614a8c86","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_86bf959b-7ab0-4ad0-823e-e092a533decb"},{"id":"occ_81ba90e4ee5422ba85247ee1","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_87e3cd5c-f063-467d-b93e-c83d53607571","section_id":"sec_55c8da16-99bb-4035-9c69-132f48783c0f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"## 3．HBMはDRAM Wafer、SRAMはLogic Waferを食う","quote_start":0,"quote_end":39,"text_sha256":"7bc2c68ee888a5a0d7f7c3ce485d57fd35194917709b5e744318a38340898bc2","block_sha256":"7bc2c68ee888a5a0d7f7c3ce485d57fd35194917709b5e744318a38340898bc2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_87e3cd5c-f063-467d-b93e-c83d53607571"},{"id":"occ_e369b5683580a98b8d8df1f2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_8c0bb05f-87ec-45c1-940a-2d4034e8addf","section_id":"sec_c5a663aa-4639-489e-ab2e-9188bcc795df","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":16,"end":19,"exact":"HBM","quote":"RebellionsはSRAM、HBM、Predictive DMA、UCIe、そして将来の3D DRAMまで含め、Memory hierarchy全体を最適化しようとしている。","quote_start":0,"quote_end":89,"text_sha256":"7e9d2930233036923aa2ae298859386aae86646200ed5a92b56477d9d22d2e3b","block_sha256":"7e9d2930233036923aa2ae298859386aae86646200ed5a92b56477d9d22d2e3b","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_8c0bb05f-87ec-45c1-940a-2d4034e8addf"},{"id":"occ_e28be93eae1752551d23e415","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_902b4e91-3721-4bde-9468-eaff7070801e","section_id":"sec_4c70c2c3-b65a-46b6-87ce-5e64fcfc032c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM容量。","quote_start":0,"quote_end":6,"text_sha256":"b9739d243e9222b5a5c1924d72ce6392ea6de2dce6e817780f0f0bc96c0d454f","block_sha256":"b9739d243e9222b5a5c1924d72ce6392ea6de2dce6e817780f0f0bc96c0d454f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_902b4e91-3721-4bde-9468-eaff7070801e"},{"id":"occ_82c5aab3e8ec1159127a3ecf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_9372db4f-2eb9-4af2-90d7-93b8862cff86","section_id":"sec_910fc619-86cd-4079-9f42-e5d509760651","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":4,"end":9,"exact":"HBM3E","quote":"その上でHBM3Eを144GB搭載する。([Rebellions](https://jp.rebellions.ai/?utm_source=chatgpt.com))","quote_start":0,"quote_end":84,"text_sha256":"18fc7281dca836b3e40bec3796b4d83f58a5fb71747019ee05f04063a3ce95d9","block_sha256":"18fc7281dca836b3e40bec3796b4d83f58a5fb71747019ee05f04063a3ce95d9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_9372db4f-2eb9-4af2-90d7-93b8862cff86"},{"id":"occ_26b9c126e0746d1463bc24d3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_9a2360a0-6c8b-4c6f-a7ce-506bb131ca18","section_id":"sec_1b7ef2ac-72a5-4d5d-93fc-3c4bba1520dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"## 12．CerebrasはHBM shortageをLogic Wafer shortageへ移す","quote_start":0,"quote_end":51,"text_sha256":"a6f2138f7fdc42d509f17a44a095ca384a1576bb27dc8282e591cb4a12187000","block_sha256":"a6f2138f7fdc42d509f17a44a095ca384a1576bb27dc8282e591cb4a12187000","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_9a2360a0-6c8b-4c6f-a7ce-506bb131ca18"},{"id":"occ_9925b6e433cae3e9ff0a82f6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_9c6a3a62-d822-4d9a-984c-0aceaea9b40d","section_id":"sec_658236f1-36ec-41f6-9ea3-010cc3d5cfbc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM-heavy Training AIDC。","quote_start":0,"quote_end":24,"text_sha256":"bfdb877196e98437b29b3f803e3075044accb353dc40642dbb441f75ab20fb3d","block_sha256":"bfdb877196e98437b29b3f803e3075044accb353dc40642dbb441f75ab20fb3d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_9c6a3a62-d822-4d9a-984c-0aceaea9b40d"},{"id":"occ_072e4d932928b47f4ea9a461","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_a1dc9109-dd4c-4b84-8ac3-798586713140","section_id":"sec_b6a5eae6-f507-4932-a7cb-0b132d0c6476","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMでは、","quote_start":0,"quote_end":6,"text_sha256":"2720bbea256fe73f5bdd788e26846b7468ff3a9e985e30c4794a1cb97a1a3fb5","block_sha256":"2720bbea256fe73f5bdd788e26846b7468ff3a9e985e30c4794a1cb97a1a3fb5","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_a1dc9109-dd4c-4b84-8ac3-798586713140"},{"id":"occ_3505e2dc24bc774283312a3b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_ae4f9eeb-cfed-4d7a-bc0f-dfdafe883b12","section_id":"sec_94dfe8df-5a91-4ab8-832b-971cae5148bc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":14,"end":17,"exact":"HBM","quote":"## 69．だからSRAMとHBMはゼロサムにならない","quote_start":0,"quote_end":27,"text_sha256":"489d890cf062727d5800fb238c10beb71bc60e17536a780455dce065942ed01f","block_sha256":"489d890cf062727d5800fb238c10beb71bc60e17536a780455dce065942ed01f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_ae4f9eeb-cfed-4d7a-bc0f-dfdafe883b12"},{"id":"occ_15a2b19c8ca80a4ac9fa3d07","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_b13fdecf-c17a-4904-b48c-0ce72946cb23","section_id":"sec_3604a024-871d-4884-9f87-523ea1d3a224","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM：","quote_start":0,"quote_end":4,"text_sha256":"aa2ac025dc1f923fe0e767b93292d9b26b0e7b8c009ac3b4d81a0b28d091c0e4","block_sha256":"aa2ac025dc1f923fe0e767b93292d9b26b0e7b8c009ac3b4d81a0b28d091c0e4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_b13fdecf-c17a-4904-b48c-0ce72946cb23"},{"id":"occ_7a22ca4638ab061747348d99","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_b1c002aa-6bf1-4f9f-bf49-8a6713c4df8d","section_id":"sec_be3bad09-7445-4d81-a42e-57107780330b","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":5,"exact":"HBM3E","quote":"HBM3E/HBM4が足りなくてもCS-4を作れる。","quote_start":0,"quote_end":26,"text_sha256":"729c851532504682c41f61edec3681b39f68a6e9c9dc950ad9fa9822d0c6a570","block_sha256":"729c851532504682c41f61edec3681b39f68a6e9c9dc950ad9fa9822d0c6a570","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_b1c002aa-6bf1-4f9f-bf49-8a6713c4df8d"},{"id":"occ_99883edc8881ff5aa1dd8d1d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_bf333c93-4607-4f72-87b6-b5c9233cf32d","section_id":"sec_1ead182c-d0a6-493f-9c5d-2bc6f481a108","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## SRAMとHBMの間","quote_start":0,"quote_end":13,"text_sha256":"bd0e7ea030081c19199aed1aafbc671c0b46d7dd414939ca115a8910c687f96d","block_sha256":"bd0e7ea030081c19199aed1aafbc671c0b46d7dd414939ca115a8910c687f96d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_bf333c93-4607-4f72-87b6-b5c9233cf32d"},{"id":"occ_9c66c6345076d0cec88b2012","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_c133d351-0a8b-472e-8780-861a4e6debc1","section_id":"sec_2de441c4-4d36-4cef-8cba-53c9a390dec6","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":202,"end":205,"exact":"HBM","quote":"IC\n\n        ↓\n\nHot Memory\nSRAM\n\n        ↓\n\nWarm Memory\nHBM / 3D DRAM\n\n        ↓\n\nContext Memory\nDDR / CXL\n\n        ↓\n\nCold Memory\nHBF / NAND\n```","quote_start":147,"quote_end":291,"text_sha256":"d7fd904cce8188f71312727310582900f3fb2cc1a3486b9f6ea6fe38909439a8","block_sha256":"d7fd904cce8188f71312727310582900f3fb2cc1a3486b9f6ea6fe38909439a8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_c133d351-0a8b-472e-8780-861a4e6debc1"},{"id":"occ_df6b096b9b7bd8b22b456c8b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_c4908b59-7361-4c3d-87b3-20e953d9145a","section_id":"sec_aabac445-02f4-43bf-a71b-a642029b4a88","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":82,"end":85,"exact":"HBM","quote":"TB/s超\n        ↓\n\n3D DRAM\n数十～数百GB\n10～数十TB/s級\n        ↓\n\nHBM / DDR\nさらに大容量\n        ↓\n\nFlash\n```","quote_start":27,"quote_end":119,"text_sha256":"9914140e8fb580dd29b11baa926573cfbf57dd1c31492191d51fba1c16b89e92","block_sha256":"9914140e8fb580dd29b11baa926573cfbf57dd1c31492191d51fba1c16b89e92","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_c4908b59-7361-4c3d-87b3-20e953d9145a"},{"id":"occ_ab007646b3ddbc098882ed0e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_c802b9fc-2293-4d23-845b-5497dff3084b","section_id":"sec_2711e028-a360-4b6b-9d3c-61250f027b02","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_c802b9fc-2293-4d23-845b-5497dff3084b"},{"id":"occ_e2145629d9ecce01ef4f3a2c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_c933fce7-cea1-4d52-bc0e-8c13951b0d99","section_id":"sec_f3ab7b05-f167-4a14-905d-c481d1c7ceab","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":24,"end":27,"exact":"HBM","quote":"そして、この流れが本当に大規模化した場合、現在のHBM・DRAM不足を解決するどころか、別の場所へ半導体供給制約を移してしまう可能性がある。","quote_start":0,"quote_end":70,"text_sha256":"30dd4ec9cd916183bf9715c1bae38feb4ec3a5036eb0ffa6939629a9812eb3c2","block_sha256":"30dd4ec9cd916183bf9715c1bae38feb4ec3a5036eb0ffa6939629a9812eb3c2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_c933fce7-cea1-4d52-bc0e-8c13951b0d99"},{"id":"occ_997e55d9da2b20ece56504a7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_ca823695-8863-477d-9104-2fdb4cc647e6","section_id":"sec_1a8a9aaf-bde5-46d3-964e-603fd38a4888","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"Rebellions CEOは、現在の大規模KV CacheにはHBMとHBFが必要になり、Memory poolingやCustom HBMも重要になると述べている。","quote_start":0,"quote_end":84,"text_sha256":"3d882ddc45a3d7894024464e4297500ad61e16afe15c70ff0e16a7d4bebfb352","block_sha256":"3d882ddc45a3d7894024464e4297500ad61e16afe15c70ff0e16a7d4bebfb352","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_ca823695-8863-477d-9104-2fdb4cc647e6"},{"id":"occ_a85a7799efb4ba0621a9a61e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_ccdcdf47-496f-4108-b48a-a6c6d9dbfb22","section_id":"sec_4e05283e-b0ab-49ad-a9a5-278c9710d0f1","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":8,"end":11,"exact":"HBM","quote":"## SRAMがHBM需要を減らす","quote_start":0,"quote_end":17,"text_sha256":"e469c451266a1c720e338170c63cdf84d5c682ffb7bf27ff90835c99d6db4397","block_sha256":"e469c451266a1c720e338170c63cdf84d5c682ffb7bf27ff90835c99d6db4397","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_ccdcdf47-496f-4108-b48a-a6c6d9dbfb22"},{"id":"occ_fcfe5905390d3c3a90792c12","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_d4715ca8-2496-48a5-a178-8979b5ccad4a","section_id":"sec_81887361-b873-4648-a703-3952a05e6d66","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":6,"end":11,"exact":"HBM3E","quote":"144GB HBM3E、","quote_start":0,"quote_end":12,"text_sha256":"6f7e23a883bb786db3b91235f077af78c20c87310969b3e71887a35b8d7b2e4d","block_sha256":"6f7e23a883bb786db3b91235f077af78c20c87310969b3e71887a35b8d7b2e4d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_d4715ca8-2496-48a5-a178-8979b5ccad4a"},{"id":"occ_a43c2b30e018f57d554d2166","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_dc121acf-87f8-42ac-8591-c7bade981bb5","section_id":"sec_bfec3f9c-d0f7-49e7-ad24-18796db1c842","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":59,"end":64,"exact":"HBM3E","quote":"Compute\n   ↑\n512MB SRAM\n   ↑\nPredictive DMA\n   ↑\n144GB HBM3E\n   ↑\n将来 3D DRAM / HBF / Memory Pool\n```","quote_start":4,"quote_end":104,"text_sha256":"092ac37ee8c3b47721eb12826f331083dee6a6a2f46befb5dccd36368a09995d","block_sha256":"092ac37ee8c3b47721eb12826f331083dee6a6a2f46befb5dccd36368a09995d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_dc121acf-87f8-42ac-8591-c7bade981bb5"},{"id":"occ_245d82e84b79c9ad5b6dd107","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_dea8b32b-ae39-48b5-9c25-ca7af9c6a436","section_id":"sec_7ff07a0d-5a33-422f-9a99-e79f387f9d74","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":33,"end":36,"exact":"HBM","quote":"逆にRebellionsが最高速度で負けても、低Power・大容量HBM・標準rackで多数Userを安価に処理できれば経済性では勝てる。","quote_start":0,"quote_end":69,"text_sha256":"785433972462a3eacb90d8dd37e05f84e3b325cb641740f4742e1e9afbaf26b3","block_sha256":"785433972462a3eacb90d8dd37e05f84e3b325cb641740f4742e1e9afbaf26b3","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_dea8b32b-ae39-48b5-9c25-ca7af9c6a436"},{"id":"occ_8b46bfe7753e3a9322607788","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_e10c3be9-d7e3-4588-ba34-eedf5f9238f7","section_id":"sec_53a312b6-1f1e-4cd5-ac49-436b6583ab96","layer":"code","character_id":null,"count":35,"matched_aliases":["HBM","HBM4","HBM4E","zHBM"],"evidence":{"text_basis":"markdown","start":106,"end":109,"exact":"HBM","quote":"DC 最新動向調査プロンプト\n# Groq / Cerebras / Rebellions / SRAM / HBM / DRAM / 3D DRAM / Advanced Logic Wafer\n\n現在公開されている最新情報をWeb上から調査し、\n\n・Groq\n・Cerebras\n・Rebellions\n\nを中心","quote_start":51,"quote_end":209,"text_sha256":"d0317e48e4b1d07ef5f65318f00612f0383f8a1fc5a3cb0eff562f64288a732a","block_sha256":"d0317e48e4b1d07ef5f65318f00612f0383f8a1fc5a3cb0eff562f64288a732a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_e10c3be9-d7e3-4588-ba34-eedf5f9238f7"},{"id":"occ_7a9756ec759aa96c1195f5c6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_e2214b80-c07a-4b9b-875d-ce767fac1929","section_id":"sec_94dfe8df-5a91-4ab8-832b-971cae5148bc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM：","quote_start":0,"quote_end":4,"text_sha256":"aa2ac025dc1f923fe0e767b93292d9b26b0e7b8c009ac3b4d81a0b28d091c0e4","block_sha256":"aa2ac025dc1f923fe0e767b93292d9b26b0e7b8c009ac3b4d81a0b28d091c0e4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_e2214b80-c07a-4b9b-875d-ce767fac1929"},{"id":"occ_d4adabab15b33d06745c49d9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_e2d35dcb-de0b-42aa-9248-2b7e363e2a31","section_id":"sec_03df8660-cc15-40cc-ae56-7cdc7cbed720","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":11,"end":14,"exact":"HBM","quote":"そうなれば、SRAMはHBMを殺さない。","quote_start":0,"quote_end":20,"text_sha256":"f0b21731c8c60614fbbcf8fddffbd394380f69e1be4cfc89378542cdc129f8b2","block_sha256":"f0b21731c8c60614fbbcf8fddffbd394380f69e1be4cfc89378542cdc129f8b2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_e2d35dcb-de0b-42aa-9248-2b7e363e2a31"},{"id":"occ_86480f43274c973e86c4cd57","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_e53eb83e-7c99-459c-8a31-48d8f44a749b","section_id":"sec_ad7c34d0-dc31-4bec-9740-70fafe826076","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"普通ならHBM需要は減る。","quote_start":0,"quote_end":13,"text_sha256":"3d6e335ba271bf81d28a15e1f4ee8f58aca26b0b6587ef16a281a3791f1f8ec6","block_sha256":"3d6e335ba271bf81d28a15e1f4ee8f58aca26b0b6587ef16a281a3791f1f8ec6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_e53eb83e-7c99-459c-8a31-48d8f44a749b"},{"id":"occ_7d6d32fbc12bb8dc30f56190","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_eb851997-5924-4aad-b8d4-9cbecc509aa9","section_id":"sec_4c70c2c3-b65a-46b6-87ce-5e64fcfc032c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM bandwidth。","quote_start":0,"quote_end":14,"text_sha256":"f4b5e401392cc253f723fb842fb842f0a769d4b87110e65770560ce7d3b100bb","block_sha256":"f4b5e401392cc253f723fb842fb842f0a769d4b87110e65770560ce7d3b100bb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_eb851997-5924-4aad-b8d4-9cbecc509aa9"},{"id":"occ_86d089074f028a7922ea967e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_efd85e1f-9876-490d-bacd-8e86626d9215","section_id":"sec_fd8570f4-91e2-4e92-9e2d-085db0232f52","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"さらにCustom HBMのlogic base dieへ高速token decode用logicを入れる可能性も検討している。([EE Times](https://www.eetimes.com/rebellions-be","quote_start":0,"quote_end":113,"text_sha256":"2c154af2c09f41d6c9065b25557284cbe915c2fe13828a33685ebef061040925","block_sha256":"2c154af2c09f41d6c9065b25557284cbe915c2fe13828a33685ebef061040925","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_efd85e1f-9876-490d-bacd-8e86626d9215"},{"id":"occ_c896e47a15cc3ddbb9408a3e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_fa0fb57d-db8a-4699-a5db-cdbf996928a7","section_id":"sec_2711e028-a360-4b6b-9d3c-61250f027b02","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"SRAM architectureとHBM architectureのどちらが勝っても完全には外れにくいのがSamsungの特徴である。","quote_start":0,"quote_end":68,"text_sha256":"ea30832ae082888759c22f1276be6e91c54f298fb1fbe8dfdbabe46b410a24a4","block_sha256":"ea30832ae082888759c22f1276be6e91c54f298fb1fbe8dfdbabe46b410a24a4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_fa0fb57d-db8a-4699-a5db-cdbf996928a7"},{"id":"occ_728104432813155d7f5d1d41","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_fa5401ab-2454-4a55-aabd-8c4ce6311860","section_id":"sec_1e77fb43-919d-4cbc-b059-9684f0207c15","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":26,"end":29,"exact":"HBM","quote":"## SRAMによってInferenceが安くなり、HBM/DRAM需要まで再び増やす","quote_start":0,"quote_end":43,"text_sha256":"f6464fec244b6e648e83fdc52bc57d0e1c66d701ff32520b11f3ef8521ba4c23","block_sha256":"f6464fec244b6e648e83fdc52bc57d0e1c66d701ff32520b11f3ef8521ba4c23","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_fa5401ab-2454-4a55-aabd-8c4ce6311860"},{"id":"occ_3f9b51b4b34f2d6404a346a2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e","block_id":"blk_ffe5c978-42e4-408e-86a4-4ba466068411","section_id":"sec_1bb9f0fc-620f-459e-b8e0-05911c4dc427","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":3,"end":6,"exact":"HBM","quote":"これはHBMに少し似ている。","quote_start":0,"quote_end":14,"text_sha256":"b8ac6da31a9c4c2fbf50356708acf6fb84eab501651f83c7b455299ecceefef4","block_sha256":"b8ac6da31a9c4c2fbf50356708acf6fb84eab501651f83c7b455299ecceefef4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a/#blk_ffe5c978-42e4-408e-86a4-4ba466068411"},{"id":"occ_0f2048ab1ae0534640f24bc7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f7f62641-cc2a-4f5f-806e-af380e2a434d","work_id":"wrk_b2d1f487-7fa7-47b4-82dd-6c46f607a69f","block_id":"blk_289ba745-de62-466e-896e-256411b5e9bf","section_id":"sec_ee27e01b-59e9-464c-8860-70c9d44bebc6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを増やせば、","quote_start":0,"quote_end":9,"text_sha256":"915da31ea7e4abce55671012bc35694fc07a0abe9092c1c6272f05c01500a045","block_sha256":"915da31ea7e4abce55671012bc35694fc07a0abe9092c1c6272f05c01500a045","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f7f62641-cc2a-4f5f-806e-af380e2a434d/#blk_289ba745-de62-466e-896e-256411b5e9bf"},{"id":"occ_619c82bf1489a5ca0ef52887","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f7f62641-cc2a-4f5f-806e-af380e2a434d","work_id":"wrk_b2d1f487-7fa7-47b4-82dd-6c46f607a69f","block_id":"blk_a0069ac8-f3ac-4a6e-a091-62953f964a4a","section_id":"sec_f830d5d0-4b13-4c4f-b3bd-fd9d3989b2e7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMを増産する。","quote_start":0,"quote_end":9,"text_sha256":"ec553b4b9d9d3c7d2060193113804a1ffb8813a4a7a56a5415b74f6485f6086d","block_sha256":"ec553b4b9d9d3c7d2060193113804a1ffb8813a4a7a56a5415b74f6485f6086d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f7f62641-cc2a-4f5f-806e-af380e2a434d/#blk_a0069ac8-f3ac-4a6e-a091-62953f964a4a"},{"id":"occ_59368b608ebc6b4c89518f03","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f7f62641-cc2a-4f5f-806e-af380e2a434d","work_id":"wrk_b2d1f487-7fa7-47b4-82dd-6c46f607a69f","block_id":"blk_d0ea06c2-a8c6-4bd8-ba9d-adcdf292f63b","section_id":"sec_f830d5d0-4b13-4c4f-b3bd-fd9d3989b2e7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"## 30．半導体のHBM問題と非常によく似ている","quote_start":0,"quote_end":25,"text_sha256":"9b1dfbca3d7cf48e5b4032c951dca016d22540ae081b14f311ff56c3700f31ed","block_sha256":"9b1dfbca3d7cf48e5b4032c951dca016d22540ae081b14f311ff56c3700f31ed","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f7f62641-cc2a-4f5f-806e-af380e2a434d/#blk_d0ea06c2-a8c6-4bd8-ba9d-adcdf292f63b"},{"id":"occ_f81fff091c542c88d5b3b8f5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f9e9defb-c22c-436c-840a-c351b48ea9bb","work_id":"wrk_dcad20c9-3f9f-415c-9103-db631318d520","block_id":"blk_09055642-aedc-4832-be01-aa79b12cce5a","section_id":"sec_74f0b28c-ca60-4a21-ad8b-fd36e88eef95","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"今の市場は「GPU不足」から「HBM不足」「CoWoS不足」「電力不足」へ注目が移ってきました。次の段階では、**光エンジン不足、レーザー不足、1.6T/3.2Tモジュール不足、テスト装置不足**がテーマ化する可能性があります。","quote_start":0,"quote_end":114,"text_sha256":"4117ad460fcf49b845c54c3720d4688910425ec49945b7ebde18313a8d001954","block_sha256":"4117ad460fcf49b845c54c3720d4688910425ec49945b7ebde18313a8d001954","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f9e9defb-c22c-436c-840a-c351b48ea9bb/#blk_09055642-aedc-4832-be01-aa79b12cce5a"},{"id":"occ_34f5fe1174402a3a1ccf9a6d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f9e9defb-c22c-436c-840a-c351b48ea9bb","work_id":"wrk_dcad20c9-3f9f-415c-9103-db631318d520","block_id":"blk_6c0bc3c9-93e7-4c4a-a930-b17af9a3f175","section_id":"sec_c063e373-a297-427f-ba96-b0556f74d03a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"これまでは、AI投資の主役はGPU、HBM、CoWoS、電力でした。しかし、AIクラスターが巨大化するほど、次の詰まりはネットワークになります。そこで、800G、1.6T、3.2T、シリコンフォトニクス、CPO、外部レーザー光源、光エンジンが","quote_start":0,"quote_end":121,"text_sha256":"505f4413214cc1a20f32105cc327992d1e4da16622075ee70845af49a9df6ff2","block_sha256":"505f4413214cc1a20f32105cc327992d1e4da16622075ee70845af49a9df6ff2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f9e9defb-c22c-436c-840a-c351b48ea9bb/#blk_6c0bc3c9-93e7-4c4a-a930-b17af9a3f175"},{"id":"occ_210632c8bb771b968a9aec96","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_f9e9defb-c22c-436c-840a-c351b48ea9bb","work_id":"wrk_dcad20c9-3f9f-415c-9103-db631318d520","block_id":"blk_ef97afbf-46d7-4532-856c-fdf13cbd5c62","section_id":"sec_1adf35a1-b3af-491c-82c9-63c2b47d86c6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":36,"end":39,"exact":"HBM","quote":"AIデータセンターの主役は、これまでGPUでした。NVIDIAのGPU、HBM、TSMCのCoWoS、電力、冷却、データセンター建設が注目されてきました。しかし、AIクラスターが巨大化するほど、次のボトルネックは\\*\\*「計算」ではなく「データ移動」になります。","quote_start":0,"quote_end":131,"text_sha256":"a8c81926b0f0c0c4ff11e6388b2d5e066637b4c7d4772b360ed0c231baa5934e","block_sha256":"a8c81926b0f0c0c4ff11e6388b2d5e066637b4c7d4772b360ed0c231baa5934e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_f9e9defb-c22c-436c-840a-c351b48ea9bb/#blk_ef97afbf-46d7-4532-856c-fdf13cbd5c62"},{"id":"occ_591aff8d4b183ffc0cff5601","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd06b790-ef4d-4f39-b0f0-a4b5a385a68f","work_id":"wrk_72e32c27-b23c-4183-8eb7-24edf305aafb","block_id":"blk_176c978b-7d47-4a67-94b0-644644ba0ad6","section_id":"sec_ae06da06-74e1-4803-88c9-527d70c286aa","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM。","quote_start":0,"quote_end":4,"text_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","block_sha256":"05e782463b6230f600cd66f69be8545df22a254a336c20edb76732dd6d10d166","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd06b790-ef4d-4f39-b0f0-a4b5a385a68f/#blk_176c978b-7d47-4a67-94b0-644644ba0ad6"},{"id":"occ_faf377afa4914a0528f979d8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280","work_id":"wrk_a85448e1-149a-46bd-b7e9-d66795012c12","block_id":"blk_1cfd5836-8304-4685-977d-7f0556f857dd","section_id":"sec_b887b3da-932f-40fb-9485-f19270b880c9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"これはメモリ企業にとって、必ずしも悪い話ではない。低価格スマホ向けの低単価メモリより、AIサーバー向けのHBM、高性能DRAM、エンタープライズSSDの方が高付加価値である。つまり、大衆端末のメモリ需要が減っても、AIインフラ側のメモリ需要が増えれば、メモリサイクルの構造はさらに変わる。","quote_start":0,"quote_end":144,"text_sha256":"dbf484c445f3eab7e986b14a570072ea58678c7e4c3283b46a3bfa1fa2841a2e","block_sha256":"dbf484c445f3eab7e986b14a570072ea58678c7e4c3283b46a3bfa1fa2841a2e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280/#blk_1cfd5836-8304-4685-977d-7f0556f857dd"},{"id":"occ_8fab0c970f147d374fdbc778","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280","work_id":"wrk_a85448e1-149a-46bd-b7e9-d66795012c12","block_id":"blk_5a5fec53-711d-4cc7-8abd-4e7a704c939b","section_id":"sec_e012475b-c9f9-4af9-a3a5-58ad32f1d09a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":69,"end":72,"exact":"HBM","quote":"データセンターだけでなく、AI PC、スマホ、車載、ロボット、産業機器、エッジサーバー、AI-RANに広がる。HBMだけでなく、LPDDR、DDR、NAND、ストレージ、CXL、車載メモリ、産業用メモリまで重要になる。","quote_start":14,"quote_end":123,"text_sha256":"b290e04b6ba279c2553a9637414ddaea89fe65360992f7c1938abc4d74f44819","block_sha256":"b290e04b6ba279c2553a9637414ddaea89fe65360992f7c1938abc4d74f44819","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280/#blk_5a5fec53-711d-4cc7-8abd-4e7a704c939b"},{"id":"occ_91e50a0ac5b4d2ee23427b0f","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280","work_id":"wrk_a85448e1-149a-46bd-b7e9-d66795012c12","block_id":"blk_7ba4db20-f288-4ca7-bb50-bb8f9d0d00a3","section_id":"sec_b887b3da-932f-40fb-9485-f19270b880c9","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":25,"end":28,"exact":"HBM","quote":"低価格スマホに積まれなかったメモリは、クラウド側のHBM、DDR、NAND、SSD、CXL、ネットワーク、光通信、電源、冷却需要として現れる。ユーザーが端末内で処理しない分、サーバーが処理する。個人が高性能端末を買わない分、クラウド企業が巨大なAIインフラ","quote_start":0,"quote_end":128,"text_sha256":"98f7fdf39de637af933a8b3aa2b86ecc5c782b3f5573153b20548f0cdcbf52ef","block_sha256":"98f7fdf39de637af933a8b3aa2b86ecc5c782b3f5573153b20548f0cdcbf52ef","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280/#blk_7ba4db20-f288-4ca7-bb50-bb8f9d0d00a3"},{"id":"occ_eb42faa903b2d72e83c7dabe","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280","work_id":"wrk_a85448e1-149a-46bd-b7e9-d66795012c12","block_id":"blk_be6f1826-9368-4a60-a835-8a168b5f8d33","section_id":"sec_e012475b-c9f9-4af9-a3a5-58ad32f1d09a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":177,"end":180,"exact":"HBM","quote":"各国の通信会社、クラウド企業、政府、製造業、エネルギー企業、半導体企業が担う。どちらの場合も、GPU、CPU、HBM、DDR、LPDDR、NAND、ストレージ、光通信、電源、冷却、ネットワーク、セキュリティが必要になる。","quote_start":122,"quote_end":232,"text_sha256":"fdbea07840a5d2dc822e61722bf111f5ee6f193fbe916cf1284396b601fc33a1","block_sha256":"fdbea07840a5d2dc822e61722bf111f5ee6f193fbe916cf1284396b601fc33a1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280/#blk_be6f1826-9368-4a60-a835-8a168b5f8d33"},{"id":"occ_77d998f6a0c1ec4e0715891e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280","work_id":"wrk_a85448e1-149a-46bd-b7e9-d66795012c12","block_id":"blk_c31ad782-eb0d-44e3-a1da-f81653f9f421","section_id":"sec_e012475b-c9f9-4af9-a3a5-58ad32f1d09a","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":51,"end":54,"exact":"HBM","quote":"AIデータセンターだけなら、まだ従来のサイクル論で考えられるかもしれない。クラウド企業が一気にGPUとHBMを買い、供給が追いつき、どこかで投資が鈍る。そうなれば価格は崩れる。","quote_start":0,"quote_end":88,"text_sha256":"82976bc025e536f68f1d7a38834e777beaa5f961e68b539dfd88fd52ad180b97","block_sha256":"82976bc025e536f68f1d7a38834e777beaa5f961e68b539dfd88fd52ad180b97","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280/#blk_c31ad782-eb0d-44e3-a1da-f81653f9f421"},{"id":"occ_6ea0a846a7b580e16d021e1d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280","work_id":"wrk_a85448e1-149a-46bd-b7e9-d66795012c12","block_id":"blk_c6ba6a07-ce3c-4e4f-9d48-b2457829ae67","section_id":"sec_3958735d-a5ae-4fc5-9efc-438e5d74c221","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":84,"end":87,"exact":"HBM","quote":"うなメモリ企業を見る時、市場は常に「これは本当に構造変化なのか、それともいつものメモリサイクルなのか」と疑う。HBM需要がどれほど強くても、AIデータセンター向けDRAMがどれほど不足していても、投資家の頭の中には「いずれ供給過剰になるのではないか」という警戒が残る。","quote_start":29,"quote_end":163,"text_sha256":"27d2ebb724c4fdd8d2f1c19bdeeda4f52c3ccbea90343b7953b1a49b041b1f06","block_sha256":"27d2ebb724c4fdd8d2f1c19bdeeda4f52c3ccbea90343b7953b1a49b041b1f06","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280/#blk_c6ba6a07-ce3c-4e4f-9d48-b2457829ae67"},{"id":"occ_a261450193945e644c3f697d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280","work_id":"wrk_a85448e1-149a-46bd-b7e9-d66795012c12","block_id":"blk_f3122e59-bebd-4e73-b9ef-4f96cb77b93a","section_id":"sec_3958735d-a5ae-4fc5-9efc-438e5d74c221","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"DRAM、NAND、HBMは、これまで典型的なサイクル産業だった。需要が強くなると価格が上がり、利益が急増する。企業は投資を増やし、供給能力を拡張する。しかし、その供給が市場に出てくる頃には需要が鈍り、供給過剰になり、価格が崩","quote_start":0,"quote_end":113,"text_sha256":"81602b32c1e90b95d7e7025379d9591e43ae5c8f0f73b5bb92b952b6b8d3d15a","block_sha256":"81602b32c1e90b95d7e7025379d9591e43ae5c8f0f73b5bb92b952b6b8d3d15a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280/#blk_f3122e59-bebd-4e73-b9ef-4f96cb77b93a"},{"id":"occ_31252138d1c6252c7b1b9d52","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_02307e33-c335-494b-bd19-c31e3a13c3c4","section_id":"sec_6c2c4963-01dc-4ca7-890d-14d61b79b28c","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":20,"end":24,"exact":"HBM4","quote":"SK hynixの2026年Q2決算で、HBM4について最も重要だったのは、単に量産出荷を始めたという事実だけではない。アーニングス・コールでは、**HBM4の量産歩留まりと品質が、成熟段階にあるHBM3Eへ近い水準まで改善した**と説明された。Q","quote_start":0,"quote_end":124,"text_sha256":"437604810fb6a43070ad59777f5d958eebfcdf2814f5d91e385e7c1e04298e8e","block_sha256":"437604810fb6a43070ad59777f5d958eebfcdf2814f5d91e385e7c1e04298e8e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_02307e33-c335-494b-bd19-c31e3a13c3c4"},{"id":"occ_8382604c28470302e9016ddb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_0c788ad4-38a7-430d-b5e3-df930e854cbc","section_id":"sec_6c2c4963-01dc-4ca7-890d-14d61b79b28c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"2025年までのHBM4は、「開発を完了し、量産できる体制を整えた」という段階だった。今回の決算ではそこから一歩進み、**実際に顧客へ出荷しながら、成熟した前世代製品に近い歩留まりを確保できる段階**へ移った。これは試作品を","quote_start":0,"quote_end":112,"text_sha256":"c9908b31b1a9f460eedda34751bb25ab053298a474aea8282ea5f1d6a3ae4206","block_sha256":"c9908b31b1a9f460eedda34751bb25ab053298a474aea8282ea5f1d6a3ae4206","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_0c788ad4-38a7-430d-b5e3-df930e854cbc"},{"id":"occ_70de0f2ae5a57fbc12d3a52a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_1391d243-b1a2-4c90-93f3-5c1da6cbf49c","section_id":"sec_6c2c4963-01dc-4ca7-890d-14d61b79b28c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":18,"end":23,"exact":"HBM3E","quote":"> **下半期の急速な増産局面でも、HBM3Eに近い歩留まりと品質を維持できるか**","quote_start":0,"quote_end":42,"text_sha256":"baedd1a0a11e1316b4a68887272e2df38fd84489b8aaf2ee029d3275fa8fe04f","block_sha256":"baedd1a0a11e1316b4a68887272e2df38fd84489b8aaf2ee029d3275fa8fe04f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_1391d243-b1a2-4c90-93f3-5c1da6cbf49c"},{"id":"occ_d35d31b6a5c960563fdfea64","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_1c5fd2e5-6290-4c8b-9561-cf028a6f2bce","section_id":"sec_b89280d8-d416-4976-93fa-9ff2fbd018bf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM4","quote":"## HBM4の認証・数量・歩留まり","quote_start":0,"quote_end":18,"text_sha256":"f3e5c1262445c87235ac7c21801fcccb700e781b4fd208634c70f4445a40f135","block_sha256":"f3e5c1262445c87235ac7c21801fcccb700e781b4fd208634c70f4445a40f135","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_1c5fd2e5-6290-4c8b-9561-cf028a6f2bce"},{"id":"occ_2288018b55775fc5270c44da","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_1e1fe501-746d-4782-b0a4-07f257be9514","section_id":"sec_16734d98-b60e-4896-8bcf-741012cb4035","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"しかし、HBMの需給を完成容量だけで見ると、生産能力への負荷を過小評価してしまう。","quote_start":0,"quote_end":41,"text_sha256":"c52638fdf28b9ab70c49a236d1df3ace1639ddef34c5e9126959d8a4b84f342d","block_sha256":"c52638fdf28b9ab70c49a236d1df3ace1639ddef34c5e9126959d8a4b84f342d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_1e1fe501-746d-4782-b0a4-07f257be9514"},{"id":"occ_dcca82e87f281decf8016255","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_1e923a66-c247-4ed1-966a-530ebe36ef19","section_id":"sec_83282301-d430-4874-9427-337efa2726f2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":32,"end":35,"exact":"HBM","quote":"SK hynixのDRAM ASPには、汎用DDR5だけでなく、HBM、モバイルDRAM、サーバーDRAMなどが混ざる。NAND ASPにもeSSD、クライアントSSD、モバイル向け製品、NANDダイ販売などが含まれる。","quote_start":0,"quote_end":110,"text_sha256":"65e8df1720e5c95831ad55e66037180989b0b3d4b9272860d8de8e773f1b519d","block_sha256":"65e8df1720e5c95831ad55e66037180989b0b3d4b9272860d8de8e773f1b519d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_1e923a66-c247-4ed1-966a-530ebe36ef19"},{"id":"occ_bee3527ea58e1fda95b1ebd2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_2630a112-6e3f-4132-97d3-ff75a004005c","section_id":"sec_43c8c4ba-93ac-4d0c-834d-00c795d89dcc","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは2026年にDRAMウェハー能力の22％を消費しながら、ビット供給では9％にとどまる。2027年にはウェハー比率が30％へ上がるため、HBMの成長は汎用DRAM供給をさらに圧迫する。","quote_start":0,"quote_end":95,"text_sha256":"ad56c26fb40bafd3e20422ed514255a9da54d2e04491e5d77b0399ea3a1814b9","block_sha256":"ad56c26fb40bafd3e20422ed514255a9da54d2e04491e5d77b0399ea3a1814b9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_2630a112-6e3f-4132-97d3-ff75a004005c"},{"id":"occ_ce20386b242b5072c505c0a5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_28d0c8f0-b625-4e47-936d-8a439e2494fc","section_id":"sec_16734d98-b60e-4896-8bcf-741012cb4035","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":1,"end":4,"exact":"HBM","quote":"年HBMのDRAMウェハー投入比率HBMのDRAMビット供給比率2025年末約18％約8％2026年末約22％約9％2027年末約30％約13％","quote_start":0,"quote_end":72,"text_sha256":"df051271917bf557b6f26aa15451b9842dfb5f3bbbfdaa3793f5ad980e7a5f32","block_sha256":"df051271917bf557b6f26aa15451b9842dfb5f3bbbfdaa3793f5ad980e7a5f32","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_28d0c8f0-b625-4e47-936d-8a439e2494fc"},{"id":"occ_f8fbd226190b643eaf593169","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_2bf8e4fe-b701-4971-8d0f-b4efa237d34b","section_id":"sec_6c2c4963-01dc-4ca7-890d-14d61b79b28c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":5,"end":9,"exact":"HBM4","quote":"## 4．HBM4の歩留まりは「量産可能」から「成熟製品に近い水準」へ","quote_start":0,"quote_end":35,"text_sha256":"67ce362bebfb7826eeca841e491cd3ba9ad8af57929f3d94d4507a806e0b5754","block_sha256":"67ce362bebfb7826eeca841e491cd3ba9ad8af57929f3d94d4507a806e0b5754","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_2bf8e4fe-b701-4971-8d0f-b4efa237d34b"},{"id":"occ_e0d090b7ab01de5f1760c371","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_30e1fd7b-3507-4ffd-b003-7f8a486bbc64","section_id":"sec_fb8c7deb-f4b3-46f2-a752-d9660fdd8b02","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":15,"end":18,"exact":"HBM","quote":"AIデータセンターは、GPUとHBMだけで構成されるわけではない。","quote_start":0,"quote_end":33,"text_sha256":"bf13f26df23adc525273223fcedcf7d3f5977d66d6b0c6662ae2b150d78421c1","block_sha256":"bf13f26df23adc525273223fcedcf7d3f5977d66d6b0c6662ae2b150d78421c1","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_30e1fd7b-3507-4ffd-b003-7f8a486bbc64"},{"id":"occ_e06fc3a017d07859f21adbdc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_3279dad3-6a52-48db-abbf-2d55088a3d02","section_id":"sec_6c2c4963-01dc-4ca7-890d-14d61b79b28c","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":14,"end":18,"exact":"HBM4","quote":"この点から考えると、下半期にHBM4比率が上昇しても、新製品の立ち上げによってSK hynix全体の利益率が大きく悪化する可能性は以前より低下した。Q2のHBM4出荷はまだ本格的な数量拡大前であり、売上寄与は下半期の方が大きくなる。量産","quote_start":0,"quote_end":118,"text_sha256":"218c6fa2367d792d28573751559fc6ba9f7baf39d8299e400c3a6ff5e277d6dc","block_sha256":"218c6fa2367d792d28573751559fc6ba9f7baf39d8299e400c3a6ff5e277d6dc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_3279dad3-6a52-48db-abbf-2d55088a3d02"},{"id":"occ_2323e75f8c5992c97182af57","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_40a2b7b4-4907-4903-8fc1-b79e83738502","section_id":"sec_1327ac50-691b-4ea9-a415-653e0d2500f6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":6,"end":9,"exact":"HBM","quote":"## 11．HBMだけではなく、AIメモリー階層全体を売る","quote_start":0,"quote_end":29,"text_sha256":"5394720c978da2547cadc579f7ff62e5798431f0cf257e9b55d35f89918c078e","block_sha256":"5394720c978da2547cadc579f7ff62e5798431f0cf257e9b55d35f89918c078e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_40a2b7b4-4907-4903-8fc1-b79e83738502"},{"id":"occ_44ab4184853e1fc749d24deb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_49204af7-f1b9-47a6-ae18-10020656b09b","section_id":"sec_b89280d8-d416-4976-93fa-9ff2fbd018bf","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":3,"end":7,"exact":"HBM4","quote":"単に「HBM4を量産している」という説明だけでは不十分である。","quote_start":0,"quote_end":31,"text_sha256":"4a718b074edb4c6ca3f90b5fd562c9eb398760419a90773cdf289a07ca6a2ccc","block_sha256":"4a718b074edb4c6ca3f90b5fd562c9eb398760419a90773cdf289a07ca6a2ccc","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_49204af7-f1b9-47a6-ae18-10020656b09b"},{"id":"occ_53cd80e09dea9a43e836e482","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_4fd2cee5-3eba-482a-a00b-927726b22e43","section_id":"sec_6c2c4963-01dc-4ca7-890d-14d61b79b28c","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"歩留まり改善は、HBM4の利益率にも直接効く。不良品にも高価なDRAMダイ、ベースダイ、TSV、積層、パッケージング、検査費用が投入されるため、最終工程に近い段階で不良が発生するほど損失は大きい。良品率が上がれば、同じウェハ","quote_start":0,"quote_end":112,"text_sha256":"2d736bf95f0baa503dbde2ab26d64e880793c86ae614b40b8039c0ab09f31035","block_sha256":"2d736bf95f0baa503dbde2ab26d64e880793c86ae614b40b8039c0ab09f31035","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_4fd2cee5-3eba-482a-a00b-927726b22e43"},{"id":"occ_7d86359e86c2a4e968131edc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_53004331-8746-4206-b648-8fe3e4bb00c1","section_id":"sec_1327ac50-691b-4ea9-a415-653e0d2500f6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":35,"end":38,"exact":"HBM","quote":"SK hynixの「Full-Stack AI Memory」戦略は、HBMだけを販売する構想ではない。","quote_start":0,"quote_end":52,"text_sha256":"c6dd12097f698637fa24747287dfea93affeb6163c572ab03a38663356f08cf7","block_sha256":"c6dd12097f698637fa24747287dfea93affeb6163c572ab03a38663356f08cf7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_53004331-8746-4206-b648-8fe3e4bb00c1"},{"id":"occ_701a9bbc9f5295e53fec19d4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_550ed149-6e0a-4716-86f7-b6b0c2252943","section_id":"sec_43c8c4ba-93ac-4d0c-834d-00c795d89dcc","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":13,"end":17,"exact":"HBM4","quote":"アーニングス・コールでは、HBM4の量産歩留まりと品質が、すでに成熟段階にあるHBM3Eへ近い水準まで改善したと説明された。","quote_start":0,"quote_end":62,"text_sha256":"e552c06200c07a293b7a0c37d4475fed151f9fb985a052338352e3ad74b65638","block_sha256":"e552c06200c07a293b7a0c37d4475fed151f9fb985a052338352e3ad74b65638","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_550ed149-6e0a-4716-86f7-b6b0c2252943"},{"id":"occ_7fbfcadb360f45a1bae5adab","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_58110d73-4eb8-420c-99ef-801fdf385fe6","section_id":"sec_6c2c4963-01dc-4ca7-890d-14d61b79b28c","layer":"body","character_id":null,"count":5,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":13,"end":17,"exact":"HBM4","quote":"ただし、SK hynixはHBM4の歩留まりが何％に達したかを開示していない。「HBM3Eに近い」という説明も、HBM4の歩留まりがHBM3Eと完全に同じになったことを意味しない。また、DRAMダイ、TSV形成、積層、ベースダイ、最終","quote_start":0,"quote_end":117,"text_sha256":"bd20e118b40a544720ca98cd06486f61971e83f468f03cb0acf284c82f911ffa","block_sha256":"bd20e118b40a544720ca98cd06486f61971e83f468f03cb0acf284c82f911ffa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_58110d73-4eb8-420c-99ef-801fdf385fe6"},{"id":"occ_83b0a64372d38dd85b3f4bf9","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_58507f1f-6149-4f22-8557-8cd8b4cf1f27","section_id":"sec_b8c6f041-cdf4-40d8-8d3e-c614ac226a50","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":4,"end":8,"exact":"HBM4","quote":"しかし、HBM4以降の長期契約は、単なる価格と数量の固定ではない。","quote_start":0,"quote_end":33,"text_sha256":"4b862a27938bb009739575c5f5fda77b742ca36f4ea9c6ff9cc155554c04ba76","block_sha256":"4b862a27938bb009739575c5f5fda77b742ca36f4ea9c6ff9cc155554c04ba76","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_58507f1f-6149-4f22-8557-8cd8b4cf1f27"},{"id":"occ_7883b00a57ef6100de69021e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_593c91e2-4ba9-45cb-954c-494630e188e4","section_id":"sec_b89280d8-d416-4976-93fa-9ff2fbd018bf","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":25,"end":30,"exact":"HBM3E","quote":"- 顧客認証の完了範囲\n- Q3以降の出荷量\n- HBM3EからHBM4への移行速度\n- ベースダイと積層工程の歩留まり\n- HBM4の利益率\n- 2027年契約の進捗","quote_start":0,"quote_end":84,"text_sha256":"eed328d08a3199a050cc9fa3f66e3b0d04ed596d6665377a6a33fcf787ab6e06","block_sha256":"eed328d08a3199a050cc9fa3f66e3b0d04ed596d6665377a6a33fcf787ab6e06","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_593c91e2-4ba9-45cb-954c-494630e188e4"},{"id":"occ_4d50af72be0975452de65180","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_5cf455cf-4e51-437f-9948-56273c6eea63","section_id":"sec_83282301-d430-4874-9427-337efa2726f2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"**HBMと長期契約への移行が進んだSK hynixへ、汎用メモリー価格の瞬間的な急騰を当てはめすぎた結果、コンセンサスが実態を上回った決算**である。","quote_start":0,"quote_end":76,"text_sha256":"c8299cc9bedb9799f5cc270b54e7304967072b38c2ffd3aa7ccf46aaee1cc656","block_sha256":"c8299cc9bedb9799f5cc270b54e7304967072b38c2ffd3aa7ccf46aaee1cc656","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_5cf455cf-4e51-437f-9948-56273c6eea63"},{"id":"occ_2a790fd1a59641b7a5802c20","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_5daa81eb-6425-49bc-a2ec-ef6e58ed9f5a","section_id":"sec_6c2c4963-01dc-4ca7-890d-14d61b79b28c","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"それでも今回の説明には大きな意味がある。HBMの歩留まりは、通常のDRAMダイ単体の良品率だけでは決まらないからである。正常なDRAMダイを複数枚積み重ね、TSVで接続し、ベースダイ、基板、封止工程を経たうえで、顧客が要求する速度、帯域、消費電力","quote_start":0,"quote_end":123,"text_sha256":"562817e1f156e496a748e08b15b6814b9fbe8ddb0282dfeba240936c43dc800c","block_sha256":"562817e1f156e496a748e08b15b6814b9fbe8ddb0282dfeba240936c43dc800c","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_5daa81eb-6425-49bc-a2ec-ef6e58ed9f5a"},{"id":"occ_9098c12022ffe9c3726453bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_6a145528-ee51-4863-a32c-0e1a11a66799","section_id":"sec_443cd93e-8a8b-4be2-b3c8-60355721a1d7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"成長を担うのは、HBM4、SOCAMM2、サーバーDRAM、eSSD、高容量QLC NANDなどの数量増加である。","quote_start":0,"quote_end":57,"text_sha256":"f5d70418d7cb032c854f5908f3381b2463199095e0863b8f30dae5ebd5f5fedd","block_sha256":"f5d70418d7cb032c854f5908f3381b2463199095e0863b8f30dae5ebd5f5fedd","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_6a145528-ee51-4863-a32c-0e1a11a66799"},{"id":"occ_262810e0a246032121eca380","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_6d8d32c6-5300-4ca6-85cc-d5d7a3873f66","section_id":"sec_bd10b047-cc47-4890-94b5-b64205f7786c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":52,"end":55,"exact":"HBM","quote":"Samsungのメモリー利益が大きく上振れれば、SK hynixの未達はメモリー市場全体の弱さではなく、HBM・LTA比率による製品構成差だったと確認できる。","quote_start":0,"quote_end":79,"text_sha256":"fc85b1d5e25845aafb137e56ebe018e89cd060db260c75065f54f3ff38961ab7","block_sha256":"fc85b1d5e25845aafb137e56ebe018e89cd060db260c75065f54f3ff38961ab7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_6d8d32c6-5300-4ca6-85cc-d5d7a3873f66"},{"id":"occ_e2181a3381105ef0f3cdb2c7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_6f1e1b54-f65b-41e3-a396-ab12fc7f1b77","section_id":"sec_43c8c4ba-93ac-4d0c-834d-00c795d89dcc","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4の次の焦点は下半期の急速な増産局面でも、HBM3Eに近い歩留まりと品質を維持できるかだ。","quote_start":0,"quote_end":48,"text_sha256":"a57b8baaff65896816985cd3c84a0ffec9e6d6c65b4da4858e14d431579ed04e","block_sha256":"a57b8baaff65896816985cd3c84a0ffec9e6d6c65b4da4858e14d431579ed04e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_6f1e1b54-f65b-41e3-a396-ab12fc7f1b77"},{"id":"occ_7a6e991252bba7fbef15aba4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_77e91685-cebd-4b91-b6cd-eb23f0b5bab2","section_id":"sec_16734d98-b60e-4896-8bcf-741012cb4035","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":18,"end":21,"exact":"HBM","quote":"TrendForceは、2026年のHBM出荷量が300億Gbを超えると予測している。容量換算では約3.75EBである。([TrendForce](https://www.trendforce.com/presscenter/news/202","quote_start":0,"quote_end":121,"text_sha256":"f248d7fec5a08b6aede072c157ee8946dd1aef684b6418e7e834559c3c0d0dd9","block_sha256":"f248d7fec5a08b6aede072c157ee8946dd1aef684b6418e7e834559c3c0d0dd9","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_77e91685-cebd-4b91-b6cd-eb23f0b5bab2"},{"id":"occ_21566149b330541cc9325add","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_79d03021-789c-4444-bc83-0a51e5145c2a","section_id":"sec_fb8c7deb-f4b3-46f2-a752-d9660fdd8b02","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":12,"end":15,"exact":"HBM","quote":"> GPUの隣に置かれるHBM  \n> だけではなく、  \n> AIサーバー全体を支えるシステムDRAM","quote_start":0,"quote_end":52,"text_sha256":"88799e2f58c8659b24f9291929b36c92dc146e2dc39e5c2d30ce2d20a56c8f07","block_sha256":"88799e2f58c8659b24f9291929b36c92dc146e2dc39e5c2d30ce2d20a56c8f07","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_79d03021-789c-4444-bc83-0a51e5145c2a"},{"id":"occ_cca996966ee9571d48959e22","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_7f816516-fd1c-44c9-b032-35e7f86e4897","section_id":"sec_16734d98-b60e-4896-8bcf-741012cb4035","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":2,"end":5,"exact":"HBM","quote":"> HBMの増産  \n> ↓  \n> 汎用DRAMへ回せるウェハー能力の減少  \n> ↓  \n> DDR5・LPDDR・GDDRの供給逼迫  \n> ↓  \n> 汎用DRAM価格の上昇","quote_start":0,"quote_end":91,"text_sha256":"cac7a76eacd0c73374bccf0d4d361407134bf8d7e4e9132953308c6e517f97db","block_sha256":"cac7a76eacd0c73374bccf0d4d361407134bf8d7e4e9132953308c6e517f97db","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_7f816516-fd1c-44c9-b032-35e7f86e4897"},{"id":"occ_808ff9feaf43d8b1b04fd749","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_7fc69630-bdd2-4570-8fc0-5476e0cb095b","section_id":"sec_d23979fc-b415-4c12-96fd-3bab305a4038","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":108,"end":111,"exact":"HBM","quote":"ォン、営業利益率76％という過去最高の内容となった。前年同期比では売上高が257％、営業利益が557％増加し、HBM、AIサーバー向けDRAM、eSSDを中心とする高付加価値製品が成長をけん引した。","quote_start":53,"quote_end":152,"text_sha256":"28741b2cfbe698511d09b8c759576c26a118034e9dcef2c7758418706bf5fd80","block_sha256":"28741b2cfbe698511d09b8c759576c26a118034e9dcef2c7758418706bf5fd80","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_7fc69630-bdd2-4570-8fc0-5476e0cb095b"},{"id":"occ_cc66cd2f470d03e5284b4347","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_808c6369-8fc7-4735-b008-592f1112d632","section_id":"sec_6c2c4963-01dc-4ca7-890d-14d61b79b28c","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":12,"end":16,"exact":"HBM4","quote":"今回の決算が示したのは、HBM4が単なる次世代技術ではなく、**採算性と供給能力を伴う量産製品へ移行した**ということである。SK hynixのHBM4競争力を判断するうえでは、最高速度や帯域だけでなく、下半期の出荷量、製品構成、原","quote_start":0,"quote_end":116,"text_sha256":"85fc455893345a412a2a009c3d6eb485d5c04471105f780f0cb2eaae63809456","block_sha256":"85fc455893345a412a2a009c3d6eb485d5c04471105f780f0cb2eaae63809456","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_808c6369-8fc7-4735-b008-592f1112d632"},{"id":"occ_d5ba81205f9ad3f311ba28ae","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_8e4f556e-4ad6-46e5-8fb8-0b4a85fc7505","section_id":"sec_16734d98-b60e-4896-8bcf-741012cb4035","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBMは、","quote_start":0,"quote_end":5,"text_sha256":"2c268c764b03152b706cd259a17e5c332c8e3162efa54356d30063248c6eec3f","block_sha256":"2c268c764b03152b706cd259a17e5c332c8e3162efa54356d30063248c6eec3f","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_8e4f556e-4ad6-46e5-8fb8-0b4a85fc7505"},{"id":"occ_88c3d7afc919faccae10a2e3","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_95cbf306-7f6b-45ca-9749-13d998f4829d","section_id":"sec_16734d98-b60e-4896-8bcf-741012cb4035","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"大手3社のDRAMウェハー投入量に占めるHBMの割合は、次のように上昇すると予測されている。","quote_start":0,"quote_end":46,"text_sha256":"c874bb8db6d8c2ac30081a37f6211c49979c5b5db474bdbd620f6395dc635315","block_sha256":"c874bb8db6d8c2ac30081a37f6211c49979c5b5db474bdbd620f6395dc635315","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_95cbf306-7f6b-45ca-9749-13d998f4829d"},{"id":"occ_d31e8db5322384435682c7dd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_9775be0e-782a-44b6-8ed9-e3989387a5b6","section_id":"sec_fb8c7deb-f4b3-46f2-a752-d9660fdd8b02","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":0,"end":3,"exact":"HBM","quote":"HBM・サーバーDRAMでは需要超過が続く一方、PC・スマートフォンでは部品価格上昇により、端末メーカーが搭載容量や生産計画を見直し始めている。","quote_start":0,"quote_end":72,"text_sha256":"3106fd84c6141b406c772b142ce073e05636594a8abe1126f4dd5d7573f6c02e","block_sha256":"3106fd84c6141b406c772b142ce073e05636594a8abe1126f4dd5d7573f6c02e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_9775be0e-782a-44b6-8ed9-e3989387a5b6"},{"id":"occ_452b6a4ad89e394ffb076ebc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_9c47cc42-05b2-417f-92e4-4b2cfb8ef74e","section_id":"sec_16734d98-b60e-4896-8bcf-741012cb4035","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":5,"end":8,"exact":"HBM","quote":"## 3．HBM――不足量より「ウェハー消費量」が重要","quote_start":0,"quote_end":27,"text_sha256":"373ec7e67146f60b522f6e5070c0252f23e8676b7143696c5d6dfbcf681aac21","block_sha256":"373ec7e67146f60b522f6e5070c0252f23e8676b7143696c5d6dfbcf681aac21","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_9c47cc42-05b2-417f-92e4-4b2cfb8ef74e"},{"id":"occ_d9b8a773553f36d63843148c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_9ec2644d-7c63-4bb8-9f48-1eebfd91b4c0","section_id":"sec_6c2c4963-01dc-4ca7-890d-14d61b79b28c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":19,"end":23,"exact":"HBM4","quote":"これを維持できれば、SK hynixはHBM4の出荷量を増やしながら、世代移行による原価上昇を抑えられる。反対に、増産とともに歩留まりが低下すれば、出荷の後ずれ、製造原価の増加、高速品の選別不足が再び業績へ現れる。","quote_start":0,"quote_end":107,"text_sha256":"e80ecfa24472bea50089b6be7652258c083cb66c3e9fb93d1b65f30fe461d2a7","block_sha256":"e80ecfa24472bea50089b6be7652258c083cb66c3e9fb93d1b65f30fe461d2a7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_9ec2644d-7c63-4bb8-9f48-1eebfd91b4c0"},{"id":"occ_245e0e1c75b4fea24956ffdf","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_a28b8299-feb9-4443-a40d-7480c18482fb","section_id":"sec_16734d98-b60e-4896-8bcf-741012cb4035","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":4,"end":7,"exact":"HBM","quote":"そのためHBM需要の拡大は、HBM市場だけの問題ではない。","quote_start":0,"quote_end":29,"text_sha256":"72fc201464668a7c54f41f1472204f60695d58bb7d50f0fcae43c97d1dd5ebf0","block_sha256":"72fc201464668a7c54f41f1472204f60695d58bb7d50f0fcae43c97d1dd5ebf0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_a28b8299-feb9-4443-a40d-7480c18482fb"},{"id":"occ_5f6b12c943da2cc28b8459de","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_a70cd7b9-d688-4afe-8ae2-3a04fd47d654","section_id":"sec_6c2c4963-01dc-4ca7-890d-14d61b79b28c","layer":"body","character_id":null,"count":4,"matched_aliases":["HBM3E","HBM4"],"evidence":{"text_basis":"markdown","start":0,"end":4,"exact":"HBM4","quote":"HBM4では、この量産難度がHBM3Eよりさらに高い。I/O数はHBM3Eの1,024本から2,048本へ倍増し、信号線、電源線、接続端子が増える。高速化によって、信号干渉、電圧変動、発熱、ダイの反り、接続位","quote_start":0,"quote_end":104,"text_sha256":"5eb7c36476674a21af71d7bda85eddb71704213a0f8c70b1b917c416713bf40e","block_sha256":"5eb7c36476674a21af71d7bda85eddb71704213a0f8c70b1b917c416713bf40e","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_a70cd7b9-d688-4afe-8ae2-3a04fd47d654"},{"id":"occ_7367d4be6a10bede0514fcfb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_aa73d6fb-f95e-41aa-9ed7-a09572aab630","section_id":"sec_43c8c4ba-93ac-4d0c-834d-00c795d89dcc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":20,"end":23,"exact":"HBM","quote":"コンセンサス未達の中心は利益率ではなく、HBMと長期契約の比率が高いSK hynixへ、汎用DRAM・NANDの急騰を強く当てはめすぎたことにある。","quote_start":0,"quote_end":74,"text_sha256":"451fce5aed52f0a0523d108c4ddfa58f3ae8fd6dcc389917ff33994f2281a3ec","block_sha256":"451fce5aed52f0a0523d108c4ddfa58f3ae8fd6dcc389917ff33994f2281a3ec","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_aa73d6fb-f95e-41aa-9ed7-a09572aab630"},{"id":"occ_f4c2c8705607bbc246331194","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_b32c5055-e1b7-47b5-a58b-32320c75f82c","section_id":"sec_b89280d8-d416-4976-93fa-9ff2fbd018bf","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":8,"end":12,"exact":"HBM4","quote":"SamsungのHBM4供給が増えればHBM不足は緩和する一方、同じDRAMウェハー能力を使用する汎用DRAMの供給はさらに圧迫される可能性がある。","quote_start":0,"quote_end":74,"text_sha256":"26ab11b8aa3b8b7617f15aa5a94440396ed85009ae167e05f855a3bf783d84a4","block_sha256":"26ab11b8aa3b8b7617f15aa5a94440396ed85009ae167e05f855a3bf783d84a4","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_b32c5055-e1b7-47b5-a58b-32320c75f82c"},{"id":"occ_33d3d5b24ec5122f51b2bb5a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_b54edeff-7c07-40db-9ae3-5ab39b469244","section_id":"sec_d23979fc-b415-4c12-96fd-3bab305a4038","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":60,"end":64,"exact":"HBM4","quote":"現金同等物は88兆ウォンへ増加し、負債18.6兆ウォンを差し引いたネットキャッシュは69.4兆ウォンに達した。HBM4の量産出荷もQ2から始まり、下半期には生産を拡大する計画である。([SK hynix Newsroom](https://news.skhynix.com/en/q2-2026-business-re","quote_start":5,"quote_end":164,"text_sha256":"fcb873d0705d5636d8c26d727ca15df90c605c224dbdd79307d1a29e3d639cd8","block_sha256":"fcb873d0705d5636d8c26d727ca15df90c605c224dbdd79307d1a29e3d639cd8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_b54edeff-7c07-40db-9ae3-5ab39b469244"},{"id":"occ_7803716407755b74ad4d8dff","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_c7900adc-2f77-4e1e-b402-89bd0edc5e95","section_id":"sec_83282301-d430-4874-9427-337efa2726f2","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"SK hynixは競合よりHBMへの依存度が高い。HBMは高価で高収益な製品だが、価格と数量の多くが年間契約や複数年契約で早期に決められる。そのため、Q2に汎用DRAMが急騰しても、契約済みのHBM価格が同じ速度で上がるわけではない","quote_start":0,"quote_end":116,"text_sha256":"62692ac200c12a282b0ccd297e4b781430c1a95c9fdd7a149c42d7779ce85747","block_sha256":"62692ac200c12a282b0ccd297e4b781430c1a95c9fdd7a149c42d7779ce85747","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_c7900adc-2f77-4e1e-b402-89bd0edc5e95"},{"id":"occ_520e1d998738c5ab747b543c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_d8de9690-1382-47b8-9fef-a6f9cc37a522","section_id":"sec_d23979fc-b415-4c12-96fd-3bab305a4038","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## 76％の営業利益率、HBM・DRAM・NANDの供給逼迫、そして「顧客別メモリー」への構造転換","quote_start":0,"quote_end":50,"text_sha256":"7eb477d6caab315a2c508a76dc77ac089ab2d3bcf0ab257c2d8c908b8f753167","block_sha256":"7eb477d6caab315a2c508a76dc77ac089ab2d3bcf0ab257c2d8c908b8f753167","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_d8de9690-1382-47b8-9fef-a6f9cc37a522"},{"id":"occ_2c2e8fe22563dd0f60a40732","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_e3c7eef9-3b28-41e8-98e8-e7566cbf4d4a","section_id":"sec_1327ac50-691b-4ea9-a415-653e0d2500f6","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":48,"end":51,"exact":"HBM","quote":"SK hynixはAI-NANDを、性能、帯域、密度の三方向へ拡張する構想を示している。HBFはHBMとSSDの間に位置する新しいメモリー階層として検討されている。([SK hynix Newsroom](https://news.skhynix.com/en/hbm-to-essd/))","quote_start":0,"quote_end":145,"text_sha256":"f951af41deef3e1568ff4e3efa979548200ab2942414345bdde7e97e77e5d792","block_sha256":"f951af41deef3e1568ff4e3efa979548200ab2942414345bdde7e97e77e5d792","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_e3c7eef9-3b28-41e8-98e8-e7566cbf4d4a"},{"id":"occ_1212bb5fbe5cc4b61623a942","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_e5108dd7-d474-4c1f-aee9-66f556172138","section_id":"sec_1327ac50-691b-4ea9-a415-653e0d2500f6","layer":"code","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":121,"end":124,"exact":"HBM","quote":"を軽減 | 顧客集中度が上がる |\n| 共同設計で乗り換えにくくなる | 顧客の製品遅延に影響される |\n| HBM・DRAM・SSDを一括提案できる | 研究開発・認証費用が増える |\n| 市況下落時の利益を守りやすい | カスタム品を他用途へ転用しにくい |\n| 収益の予見性が高まる | 契約数量と実需が乖離す","quote_start":66,"quote_end":224,"text_sha256":"77d329e871caabb83c11a69f2fa087822cbd03622d5e3bf9e3a0690ddb2edd5a","block_sha256":"77d329e871caabb83c11a69f2fa087822cbd03622d5e3bf9e3a0690ddb2edd5a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_e5108dd7-d474-4c1f-aee9-66f556172138"},{"id":"occ_e04908247c11372f1aec11cb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_e68dea6c-3fe2-4534-b6ac-e36ea09a7ad6","section_id":"sec_16734d98-b60e-4896-8bcf-741012cb4035","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":27,"end":30,"exact":"HBM","quote":"また、2026年のAI ASICでは、1チップ当たりのHBM搭載容量が従来の96GB・192GBから216GB・288GBへ増えると予測されている。GPU台数の増加に加えて、チップ1個当たりの搭載量も増えるため、HBM需要は二重に拡大する。([TrendFor","quote_start":0,"quote_end":130,"text_sha256":"543bba45fc29298afbdbde00dcdab187b2df6856f29814a0bae2f69abd1bb77a","block_sha256":"543bba45fc29298afbdbde00dcdab187b2df6856f29814a0bae2f69abd1bb77a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_e68dea6c-3fe2-4534-b6ac-e36ea09a7ad6"},{"id":"occ_93bc78055d77b2caccd4c5b2","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_e88577cd-5b2b-4c31-bd22-df00f9d3434f","section_id":"sec_2040c473-09f7-4238-897e-2e2032f78557","layer":"code","character_id":null,"count":3,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":30,"end":33,"exact":"HBM","quote":"```\n| 指標 | 強い状態 | 警戒すべき状態 |\n| HBMウェハー投入比率 | 2026年22％→2027年30％ | 認証遅延・増加停止 |\n| HBMビット需要 | 高成長継続 | AIチップ出荷の延期 |\n| HBM4 | 下半期に量産拡大 | 歩留ま","quote_start":0,"quote_end":133,"text_sha256":"b8b2c71771882adb7c4885d3f8aaf196585f61b80131af5893c83cf849582caa","block_sha256":"b8b2c71771882adb7c4885d3f8aaf196585f61b80131af5893c83cf849582caa","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_e88577cd-5b2b-4c31-bd22-df00f9d3434f"},{"id":"occ_7bf9decc4cb94cd30232f4cc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_e97875e6-fe0f-4d16-8576-165b37844277","section_id":"sec_83282301-d430-4874-9427-337efa2726f2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":68,"end":71,"exact":"HBM","quote":"価格が急騰  \n> ↓  \n> 市場がその上昇率をSK hynix全体へ広く適用  \n> ↓  \n> 実際にはHBM・LTA対象品の価格改定が緩やか  \n> ↓  \n> 全社ASPと売上高が高すぎた期待へ届かない  \n> ↓  \n> 利益率は維持したまま、利益額がコンセンサス未達","quote_start":13,"quote_end":153,"text_sha256":"97a029921b06d9005811f80e116a0dbd3ece231c012896ecc46d7cc016d05a6a","block_sha256":"97a029921b06d9005811f80e116a0dbd3ece231c012896ecc46d7cc016d05a6a","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_e97875e6-fe0f-4d16-8576-165b37844277"},{"id":"occ_f81ff525a7389485f5a5f4b6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_f0b5217d-e303-4eaf-9875-b53d1b1e6a15","section_id":"sec_83282301-d430-4874-9427-337efa2726f2","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":10,"end":13,"exact":"HBM","quote":"つまり今回の決算は、HBM需要が失速した決算ではない。","quote_start":0,"quote_end":27,"text_sha256":"2ad452b18bf9d41a1c935259d7e55eeeb693925dbd663890177f91300160d588","block_sha256":"2ad452b18bf9d41a1c935259d7e55eeeb693925dbd663890177f91300160d588","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_f0b5217d-e303-4eaf-9875-b53d1b1e6a15"},{"id":"occ_f5a4ee8fb97961121dc09cf8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_f192b767-3434-402e-9ec0-4986047578b7","section_id":"sec_83282301-d430-4874-9427-337efa2726f2","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM4"],"evidence":{"text_basis":"markdown","start":9,"end":13,"exact":"HBM4","quote":"Reutersは、HBM4の一部出荷が市場予想より遅れたこと、HBM価格の上昇が汎用メモリーより穏やかだったこと、Samsungがより積極的に値上げしたことを未達要因として挙げている。([Reuters](https://ww","quote_start":0,"quote_end":113,"text_sha256":"becb11d69ec37bfaa9512ee7fce39899befc11f119750825d8803949766f4f54","block_sha256":"becb11d69ec37bfaa9512ee7fce39899befc11f119750825d8803949766f4f54","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_f192b767-3434-402e-9ec0-4986047578b7"},{"id":"occ_93d8a1d903c24ff1a6dd664a","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_f589d8d9-d20f-4cb9-bb4e-f5576f71f99b","section_id":"sec_fb8c7deb-f4b3-46f2-a752-d9660fdd8b02","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":13,"end":16,"exact":"HBM","quote":"## 5．汎用DRAM――HBMに能力を奪われながら、AIサーバー需要も増える","quote_start":0,"quote_end":39,"text_sha256":"449d18d6010d358ec4d2942c19c044b226d6c940ee09f7ac615d4e90c5bfd1ca","block_sha256":"449d18d6010d358ec4d2942c19c044b226d6c940ee09f7ac615d4e90c5bfd1ca","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_f589d8d9-d20f-4cb9-bb4e-f5576f71f99b"},{"id":"occ_3a05ad71357fc279ec77c7db","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_f61ff5bc-e038-4e38-92f7-3118a61f4772","section_id":"sec_6c2c4963-01dc-4ca7-890d-14d61b79b28c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM4"],"evidence":{"text_basis":"markdown","start":6,"end":10,"exact":"HBM4","quote":"したがって、HBM4の次の焦点は、もはや「量産可能な歩留まりへ到達できるか」ではない。","quote_start":0,"quote_end":43,"text_sha256":"9b22b11baa35d08776cca111bfc3779f6a43f2f6b063f470e28f83fb5c88b2ae","block_sha256":"9b22b11baa35d08776cca111bfc3779f6a43f2f6b063f470e28f83fb5c88b2ae","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_f61ff5bc-e038-4e38-92f7-3118a61f4772"},{"id":"occ_051947b9a77d6ce780508e4c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872","block_id":"blk_fdd109ed-fcfb-4157-bb0f-9306bdb2ab37","section_id":"sec_1327ac50-691b-4ea9-a415-653e0d2500f6","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":19,"end":22,"exact":"HBM","quote":"- GPU・AIアクセラレーター直近：HBM、カスタムHBM\n- CPU・システムメモリー：DDR5、SOCAMM2、LPDDR、CXL\n- 高速ストレージ：高性能eSSD\n- 大容量ストレージ：QLC eSSD\n- HBMとSSDの中間：HB","quote_start":0,"quote_end":122,"text_sha256":"47cb9261d3987b47fe57d779bb2d5569a251f9e0f2e78ef51d3ae817447ab928","block_sha256":"47cb9261d3987b47fe57d779bb2d5569a251f9e0f2e78ef51d3ae817447ab928","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_fd5eeabd-4433-491f-b463-c900cf908355/#blk_fdd109ed-fcfb-4157-bb0f-9306bdb2ab37"},{"id":"occ_da18e52a4d737235ba44b05d","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_070fce4f-8f9d-4e0f-85e9-a9f6d19d5119","section_id":"sec_17084a6b-8dac-461f-babf-cec9a2de3c25","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":58,"end":63,"exact":"HBM3E","quote":"合により、計算ダイ間の10 TB/sのチップ間リンク（Blackwellアーキテクチャの特徴）と、288GBのHBM3Eメモリ（12層スタック）の高帯域幅接続が可能です。CoWoS-Lの使用は、GPUのスケーラビリティと性能を高め、AIワークロード、特に推論モデルとトレーニングモデルの性能を大幅に向上させます。","quote_start":3,"quote_end":159,"text_sha256":"1173ce0caf30731778ef5a208cd8d38953cc13bf683dab9c81e40990bf244aa7","block_sha256":"1173ce0caf30731778ef5a208cd8d38953cc13bf683dab9c81e40990bf244aa7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_070fce4f-8f9d-4e0f-85e9-a9f6d19d5119"},{"id":"occ_a4f6a8ab45573abca53885bd","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_0fd0555e-8c46-43d0-9e03-b998c12ddd26","section_id":"sec_335f3577-1239-4669-a273-49b9f719b9c7","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":234,"end":237,"exact":"HBM","quote":"います。\n- NVIDIAのGB300では、B300 GPUにCoWoS-Lが使用され、2つの計算ダイと複数のHBMメモリダイを統合します。","quote_start":179,"quote_end":249,"text_sha256":"9e4dc224c05915861d6dd7fec9a75cf5ecfcf6d50a8bd407c83e6329d48ef871","block_sha256":"9e4dc224c05915861d6dd7fec9a75cf5ecfcf6d50a8bd407c83e6329d48ef871","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_0fd0555e-8c46-43d0-9e03-b998c12ddd26"},{"id":"occ_40841be16728edda113c4618","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_175eb8f1-a234-4247-976b-deb15b573b05","section_id":"sec_be36e51f-b253-4b87-bd9b-05337467904c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":79,"end":82,"exact":"HBM","quote":"は、B300 GPUのCoWoS-Lパッケージングを通じて実現されています。この技術は、2つの計算ダイと複数のHBMメモリダイをRDLインターposerに統合し、AIワークロードの性能と効率を向上させます。このアプローチは、GB300のスケーラビリティとメンテナンス性を高め、次世代AIコンピューティングのニーズに対","quote_start":24,"quote_end":182,"text_sha256":"74266fde266924fbf2ce5ffcc665825e1278ddf556fd4546bb75f39ac56653ef","block_sha256":"74266fde266924fbf2ce5ffcc665825e1278ddf556fd4546bb75f39ac56653ef","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_175eb8f1-a234-4247-976b-deb15b573b05"},{"id":"occ_8853e4f272fb054a2c98f498","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_1cae7b9d-94e7-4d33-903d-0af104c03925","section_id":"sec_f60bc6cb-389f-4d9a-b89d-8c3c54507568","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":1244,"end":1249,"exact":"HBM3E","quote":"ackwell Ultra AI GPUs To Be Called B300, Feature 12-Hi HBM3E & TSMC CoWoS-L Tech](https://wccftech.com/nvidia-blackwell-ultra-ai-gpus-b300-feature-12-hi-hbm3e-t","quote_start":1189,"quote_end":1349,"text_sha256":"95fe78dc4701fca3d6970b3802e8c5b76b32a166df41db2b763d1c08bdcc1b69","block_sha256":"95fe78dc4701fca3d6970b3802e8c5b76b32a166df41db2b763d1c08bdcc1b69","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_1cae7b9d-94e7-4d33-903d-0af104c03925"},{"id":"occ_e80503f02d969a1151a64cd5","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_1f44cc0d-bd07-4aeb-b2f9-4a7f68f646ec","section_id":"sec_2d5e4366-a96e-4e80-9fb4-9ad5ea2ad952","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"B300 GPUは、CoWoS-Lパッケージングを使用して製造されています。この技術は、2つの計算ダイと複数のHBMメモリダイをRDLインターposerに統合します。たとえば、GB300 NVL72構成では、デュアルダイ設計が採用されており、これはCoWoS-Lによって実現されています。これは、B200（前のBla","quote_start":6,"quote_end":164,"text_sha256":"71c92652b467b8408d375e77fcb653843cfeaf41a1fa0d6e0837da285c8bcff8","block_sha256":"71c92652b467b8408d375e77fcb653843cfeaf41a1fa0d6e0837da285c8bcff8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_1f44cc0d-bd07-4aeb-b2f9-4a7f68f646ec"},{"id":"occ_f843124646713e1604c7de82","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_3d6a606b-dcbd-4785-b157-2d0b0bb1f775","section_id":"sec_ebc2bedb-8572-40c7-a2da-a92500686fca","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":589,"end":594,"exact":"HBM3E","quote":"ackwell Ultra AI GPUs To Be Called B300, Feature 12-Hi HBM3E & TSMC CoWoS-L Tech](https://wccftech.com/nvidia-blackwell-ultra-ai-gpus-b300-feature-12-hi-hbm3e-t","quote_start":534,"quote_end":694,"text_sha256":"0f171d4456889f8818e5df060850fd150b15bad5379f0481babcc5c34a3e0f72","block_sha256":"0f171d4456889f8818e5df060850fd150b15bad5379f0481babcc5c34a3e0f72","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_3d6a606b-dcbd-4785-b157-2d0b0bb1f775"},{"id":"occ_c3e5c831228f2d0d8e98e896","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_400d5e40-9f0c-4be2-9bc3-bf8f10b80ba4","section_id":"sec_3f403ea9-2c11-497b-ad93-1587ce2f92a2","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM3E"],"evidence":{"text_basis":"markdown","start":68,"end":71,"exact":"HBM","quote":"ーバープラットフォームでは、B300 GPUにCoWoS-Lが使用されています。これは、2つの計算ダイと複数のHBM（高帯域幅メモリ）ダイを統合し、AIワークロードのパフォーマンスを最大化します。たとえば、GB300 NVL72構成では、このパッケージングにより288GBのHBM3Eメモリ（12層スタック）をサポー","quote_start":13,"quote_end":171,"text_sha256":"6d2b72cd5688b6d46041fd2e7909e751b029b91334af1cab14cbf70fe1070457","block_sha256":"6d2b72cd5688b6d46041fd2e7909e751b029b91334af1cab14cbf70fe1070457","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_400d5e40-9f0c-4be2-9bc3-bf8f10b80ba4"},{"id":"occ_06d0b3fcb442a179642b8b66","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_47e3a1d0-a7b9-4f9e-aba8-b505001531bf","section_id":"sec_5e4808bd-11eb-4fff-a9ba-635b21014b5f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":1244,"end":1249,"exact":"HBM3E","quote":"ackwell Ultra AI GPUs To Be Called B300, Feature 12-Hi HBM3E & TSMC CoWoS-L Tech](https://wccftech.com/nvidia-blackwell-ultra-ai-gpus-b300-feature-12-hi-hbm3e-t","quote_start":1189,"quote_end":1349,"text_sha256":"95fe78dc4701fca3d6970b3802e8c5b76b32a166df41db2b763d1c08bdcc1b69","block_sha256":"95fe78dc4701fca3d6970b3802e8c5b76b32a166df41db2b763d1c08bdcc1b69","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_47e3a1d0-a7b9-4f9e-aba8-b505001531bf"},{"id":"occ_69fc24be846e9c983d1ca1eb","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_4c1d3126-7e27-4347-9cf9-a16271325569","section_id":"sec_11956c22-f26e-4665-96d2-60486803065c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":120,"end":125,"exact":"HBM3E","quote":"計算ダイの設計最適化とCoWoS-Lによる高密度パッケージングの結果です。また、メモリ容量の増加（288GB HBM3E）は、長いシーケンス長のKVキャッシュを扱うOpenAI O3スタイルのLLM推論トレーニングに特に重要です。","quote_start":65,"quote_end":180,"text_sha256":"0806ac64f66cf0527dab4f0106a9361ff1e9ca9628298df22eb8302082a34150","block_sha256":"0806ac64f66cf0527dab4f0106a9361ff1e9ca9628298df22eb8302082a34150","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_4c1d3126-7e27-4347-9cf9-a16271325569"},{"id":"occ_fdbe991b3af6dd8adeba186e","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_5101be06-57c4-44b7-ac56-a3070095e33a","section_id":"sec_f59e2d7d-ac30-4545-b8d2-4442bfcb48d5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":112,"end":117,"exact":"HBM3E","quote":"Blackwell UltraシリーズのB300 GPUを統合しています。このプラットフォームは、288GBのHBM3Eメモリ（12層スタック）を特徴とし、前の世代（GB200）よりも性能が向上しています。B300 GPUは、TSMCの4NPプロセスノードに基づく新しい設計で、FP4性能が50%向上し、消費電力は1,4","quote_start":57,"quote_end":217,"text_sha256":"eb85547e1f7a94028f3ed9a08e9316480a5ca0ddf68d90962d85efe37ad4f3a0","block_sha256":"eb85547e1f7a94028f3ed9a08e9316480a5ca0ddf68d90962d85efe37ad4f3a0","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_5101be06-57c4-44b7-ac56-a3070095e33a"},{"id":"occ_b044f41e4d7f31948705cef6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_7237ab82-2ab6-487f-8cde-a14a0a6e911c","section_id":"sec_f95d77d8-3441-418b-86c6-bd849f3e21b3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":25,"end":30,"exact":"HBM3E","quote":"GB300サーバープラットフォームは、288GBのHBM3Eメモリと12層スタックを特徴とし、前の世代（GB200）よりも性能が向上しています。B300 GPU自体は、TSMCの4NPプロセスノードに基づく新しい設計で、FLOPS性能が50%向上し、消費電力は","quote_start":0,"quote_end":130,"text_sha256":"d50b432074303c415b73cd6402e5d4957e72258729d307c8bd1775e733b64ee7","block_sha256":"d50b432074303c415b73cd6402e5d4957e72258729d307c8bd1775e733b64ee7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_7237ab82-2ab6-487f-8cde-a14a0a6e911c"},{"id":"occ_de17eac2de257922f8cfead4","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_728d7236-335f-4f79-b518-00b0a4acf63a","section_id":"sec_af8f606c-1149-4602-ba9d-7b1c504e61dc","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":120,"end":125,"exact":"HBM3E","quote":"計算ダイの設計最適化とCoWoS-Lによる高密度パッケージングの結果です。また、メモリ容量の増加（288GB HBM3E）は、長いシーケンス長のKVキャッシュを扱うOpenAI O3スタイルのLLM推論トレーニングに特に重要です。","quote_start":65,"quote_end":180,"text_sha256":"0806ac64f66cf0527dab4f0106a9361ff1e9ca9628298df22eb8302082a34150","block_sha256":"0806ac64f66cf0527dab4f0106a9361ff1e9ca9628298df22eb8302082a34150","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_728d7236-335f-4f79-b518-00b0a4acf63a"},{"id":"occ_38a5e0f741010cac952256e0","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_7b19e9b9-9987-41a1-8412-f5234a4258e6","section_id":"sec_0ce07766-4ee1-4ffd-82dd-ff8eb7375fe5","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":79,"end":82,"exact":"HBM","quote":"は、B300 GPUのCoWoS-Lパッケージングを通じて実現されています。この技術は、2つの計算ダイと複数のHBMメモリダイをRDLインターposerに統合し、AIワークロードの性能と効率を向上させます。このアプローチは、GB300のスケーラビリティとメンテナンス性を高め、次世代AIコンピューティングのニーズに対","quote_start":24,"quote_end":182,"text_sha256":"74266fde266924fbf2ce5ffcc665825e1278ddf556fd4546bb75f39ac56653ef","block_sha256":"74266fde266924fbf2ce5ffcc665825e1278ddf556fd4546bb75f39ac56653ef","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_7b19e9b9-9987-41a1-8412-f5234a4258e6"},{"id":"occ_36f328597976dab2b95e6b2b","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_7cc1595c-4aef-41c5-93c3-bae7fd6cfb09","section_id":"sec_87da8dee-73da-4f14-ad2c-259a8b7a8f1d","layer":"body","character_id":null,"count":2,"matched_aliases":["HBM","HBM3E"],"evidence":{"text_basis":"markdown","start":98,"end":101,"exact":"HBM","quote":"strate - Large）パッケージング技術を使用して製造されています。この技術は、2つの計算ダイと複数のHBMメモリダイを再配線層（RDL）インターposerに統合し、高密度なパッケージングを実現します。これにより、計算ダイ間の10 TB/sのチップ間リンクと288GBのHBM3Eメモリの高帯域幅接続が可能に","quote_start":43,"quote_end":201,"text_sha256":"a8006164c6309f691e38d84a8e57bcb12139d17fdef759139e7209c979515f81","block_sha256":"a8006164c6309f691e38d84a8e57bcb12139d17fdef759139e7209c979515f81","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_7cc1595c-4aef-41c5-93c3-bae7fd6cfb09"},{"id":"occ_a56b9ea319b9b4db66c66a46","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_834c41f4-0d43-4eb4-aff5-1d150441252d","section_id":"sec_eb4165b2-f2d7-4177-9eab-449a8de64115","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":505,"end":508,"exact":"HBM","quote":"チップ間接続とRDL層による電力・信号伝達を提供します。1.5Xレティクルサイズから始まり、SoC + 4x HBMキューブの統合を可能にし、将来的にはさらに大きなサイズへの拡張が予定されています。このバリエーションは、特に複雑な機能要件を持つAIチップに適しており、TSVやTIV（Through InFO Via","quote_start":450,"quote_end":608,"text_sha256":"1de7ad983cea1720a65538b91d0ed938c22347f8b54278c9cbb52ce641eb9630","block_sha256":"1de7ad983cea1720a65538b91d0ed938c22347f8b54278c9cbb52ce641eb9630","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_834c41f4-0d43-4eb4-aff5-1d150441252d"},{"id":"occ_34226680de4c704f60360b31","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_8a5115cd-01aa-4f5d-bb7e-9074a6d9b79a","section_id":"sec_0b3b15dc-8713-4cba-be1f-a33a115bbc61","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":83,"end":86,"exact":"HBM","quote":"ームで、B300 GPUを使用しています。\n- CoWoS-L技術は、B300 GPUの2つの計算ダイと複数のHBMメモリダイを統合するために使用されます。\n- これにより、AIワークロードのパフォーマンスと効率が向上します。","quote_start":28,"quote_end":141,"text_sha256":"f5208dcc9bdb06c3f2197f399627617afea85b39f105c9e82e55647868f3bf5d","block_sha256":"f5208dcc9bdb06c3f2197f399627617afea85b39f105c9e82e55647868f3bf5d","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_8a5115cd-01aa-4f5d-bb7e-9074a6d9b79a"},{"id":"occ_5d2ce09126799cedc4f25cd8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_8c903499-0c8a-42db-8d8c-6d01bd09542c","section_id":"sec_0d357819-4924-4eaa-a396-0427ffcf160c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"B300 GPUは、CoWoS-Lパッケージングを使用して製造されています。この技術は、2つの計算ダイと複数のHBMメモリダイをRDLインターposerに統合します。たとえば、GB300 NVL72構成では、デュアルダイ設計が採用されており、これはCoWoS-Lによって実現されています。これは、B200（前のBla","quote_start":6,"quote_end":164,"text_sha256":"71c92652b467b8408d375e77fcb653843cfeaf41a1fa0d6e0837da285c8bcff8","block_sha256":"71c92652b467b8408d375e77fcb653843cfeaf41a1fa0d6e0837da285c8bcff8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_8c903499-0c8a-42db-8d8c-6d01bd09542c"},{"id":"occ_28a72ae6a02ffa1540330efc","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_910a9098-9e2e-4db4-8f59-2a5fc3f9d6ba","section_id":"sec_cd4e012e-43c8-416a-87bc-189b58da19d3","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":150,"end":153,"exact":"HBM","quote":"strate - Large）パッケージング技術を使用して製造されています。この技術は、2つの計算ダイと複数のHBM（High Bandwidth Memory）メモリダイを再配線層（RDL）インターposerに統合し、高密度なパッケージングを実現します。これにより、AIワークロードの性能と効率が向上します。","quote_start":95,"quote_end":250,"text_sha256":"fc000ba26ce03589b5ffc634f4ca86a390b9199342befdb7bfce63a0aafae190","block_sha256":"fc000ba26ce03589b5ffc634f4ca86a390b9199342befdb7bfce63a0aafae190","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_910a9098-9e2e-4db4-8f59-2a5fc3f9d6ba"},{"id":"occ_9f40719dc238cec9efeb17f7","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_9417abfb-0e81-46d3-8d3d-1d96c186371c","section_id":"sec_2d5e4366-a96e-4e80-9fb4-9ad5ea2ad952","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":58,"end":63,"exact":"HBM3E","quote":"合により、計算ダイ間の10 TB/sのチップ間リンク（Blackwellアーキテクチャの特徴）と、288GBのHBM3Eメモリ（12層スタック）の高帯域幅接続が可能です。CoWoS-Lの使用は、GPUのスケーラビリティと性能を高め、AIワークロード、特に推論モデルとトレーニングモデルの性能を大幅に向上させます。","quote_start":3,"quote_end":159,"text_sha256":"1173ce0caf30731778ef5a208cd8d38953cc13bf683dab9c81e40990bf244aa7","block_sha256":"1173ce0caf30731778ef5a208cd8d38953cc13bf683dab9c81e40990bf244aa7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_9417abfb-0e81-46d3-8d3d-1d96c186371c"},{"id":"occ_674557ea954603a65595d2db","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_94fea6d6-e5da-426f-b9e0-7f9b369793b8","section_id":"sec_1a3c4608-9801-4104-a326-1be281a35427","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":105,"end":110,"exact":"HBM3E","quote":"Blackwell UltraシリーズのB300 GPUを統合しています。このプラットフォームは、288GBのHBM3Eメモリ（12層スタック）を特徴とし、前の世代（GB200）よりも性能が向上しています。B300 GPUは、TSMCの4NPプロセスノードに基づく新しい設計で、FP4性能が50%向上し、消費電力は1,4","quote_start":50,"quote_end":210,"text_sha256":"7487e7e9ac4bbcaf9b81403a402fff51c095f6ce407af8f6537fb97a3be870b2","block_sha256":"7487e7e9ac4bbcaf9b81403a402fff51c095f6ce407af8f6537fb97a3be870b2","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_94fea6d6-e5da-426f-b9e0-7f9b369793b8"},{"id":"occ_451b31cfdffb925379c77b13","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_958b4cfc-6a0b-47e8-8129-7707098366c9","section_id":"sec_05d1370e-0511-4c9f-83c8-0564bd35dd1b","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":137,"end":142,"exact":"HBM3E","quote":"統合しています。このプラットフォームは、前の世代（GB200）からメモリ容量を192GBから288GB（12層HBM3E）に増強し、ネットワーク速度をConnectX 7からConnectX 8（800Gbpsから1.6Tbps）にアップグレードしています。また、FP4性能は50%向上し、消費電力は1,400Wに達しま","quote_start":82,"quote_end":242,"text_sha256":"c1fecd56b390d23f270894cf897519a9118b4a12b8eb7874552f34e6778d5ce6","block_sha256":"c1fecd56b390d23f270894cf897519a9118b4a12b8eb7874552f34e6778d5ce6","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_958b4cfc-6a0b-47e8-8129-7707098366c9"},{"id":"occ_11fb3da736e346773eae8e33","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_971430d9-ec91-489c-bcf1-b528e98b6015","section_id":"sec_17084a6b-8dac-461f-babf-cec9a2de3c25","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":61,"end":64,"exact":"HBM","quote":"B300 GPUは、CoWoS-Lパッケージングを使用して製造されています。この技術は、2つの計算ダイと複数のHBMメモリダイをRDLインターposerに統合します。たとえば、GB300 NVL72構成では、デュアルダイ設計が採用されており、これはCoWoS-Lによって実現されています。これは、B200（前のBla","quote_start":6,"quote_end":164,"text_sha256":"71c92652b467b8408d375e77fcb653843cfeaf41a1fa0d6e0837da285c8bcff8","block_sha256":"71c92652b467b8408d375e77fcb653843cfeaf41a1fa0d6e0837da285c8bcff8","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_971430d9-ec91-489c-bcf1-b528e98b6015"},{"id":"occ_09ca4aa38c10f46c26e64f72","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_a19e441c-5c22-4c96-8f9d-9d661d94a5c1","section_id":"sec_4230e557-95ec-4f8f-8672-a87c27cfee75","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":134,"end":139,"exact":"HBM3E","quote":"統合しています。このプラットフォームは、前の世代（GB200）からメモリ容量を192GBから288GB（12層HBM3E）に増強し、ネットワーク速度をConnectX 7からConnectX 8（800Gbpsから1.6Tbps）にアップグレードしています。また、FP4性能は50%向上し、消費電力は1,400Wに達しま","quote_start":79,"quote_end":239,"text_sha256":"cd91a0cb5fd21f36248d314812eca0e93d8df59357c9c7ccb6520ac317d810fb","block_sha256":"cd91a0cb5fd21f36248d314812eca0e93d8df59357c9c7ccb6520ac317d810fb","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_a19e441c-5c22-4c96-8f9d-9d661d94a5c1"},{"id":"occ_8b512cd38649e6fa347ddd25","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_b6d741c6-2413-4f26-9076-87818734198d","section_id":"sec_7bce838b-6918-4930-b65f-6a23087fec8f","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":189,"end":192,"exact":"HBM","quote":"S注文の減少を補うと見込まれています。TrendForceの報告によれば、NVIDIAは2025年にグローバルHBM市場の70%以上を占め、CoWoS-Lの需要を牽引すると予測されています ([Press Center - NVIDIA Renames Blackwell Ultra to B300 Series;","quote_start":134,"quote_end":292,"text_sha256":"a2a47f52f3f55a7574bc3ac6a224f3146a701f2df4a94f2bf7e256bd4c10dc13","block_sha256":"a2a47f52f3f55a7574bc3ac6a224f3146a701f2df4a94f2bf7e256bd4c10dc13","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_b6d741c6-2413-4f26-9076-87818734198d"},{"id":"occ_077ea764b11720c4bf4ad75c","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_ba119c61-88a9-4e01-aedc-79a98129452b","section_id":"sec_0d357819-4924-4eaa-a396-0427ffcf160c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":58,"end":63,"exact":"HBM3E","quote":"合により、計算ダイ間の10 TB/sのチップ間リンク（Blackwellアーキテクチャの特徴）と、288GBのHBM3Eメモリ（12層スタック）の高帯域幅接続が可能です。CoWoS-Lの使用は、GPUのスケーラビリティと性能を高め、AIワークロード、特に推論モデルとトレーニングモデルの性能を大幅に向上させます。","quote_start":3,"quote_end":159,"text_sha256":"1173ce0caf30731778ef5a208cd8d38953cc13bf683dab9c81e40990bf244aa7","block_sha256":"1173ce0caf30731778ef5a208cd8d38953cc13bf683dab9c81e40990bf244aa7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_ba119c61-88a9-4e01-aedc-79a98129452b"},{"id":"occ_a54dd65071fe94d460c6f804","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_d8549e1a-1098-4157-b678-4e77a3aa0469","section_id":"sec_7c368d38-f09e-4b0c-9191-e2801dc491c7","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM3E"],"evidence":{"text_basis":"markdown","start":183,"end":186,"exact":"HBM","quote":"-----------------|-------------------------------|  \n| HBMメモリ容量         | 288GB (12層HBM3E)             | 192GB (8層HBM3E)             |  \n| 消費電力 (TDP)        |","quote_start":128,"quote_end":286,"text_sha256":"240d3312a4c802040ec51a6f043546416ef1cc03506030218fb264fa0fe9db27","block_sha256":"240d3312a4c802040ec51a6f043546416ef1cc03506030218fb264fa0fe9db27","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_d8549e1a-1098-4157-b678-4e77a3aa0469"},{"id":"occ_72d1f9e6e8826bcf8dbf7be6","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_dea7b7fc-9a5e-4737-8c43-98fe33785b84","section_id":"sec_73389177-023d-445a-8bcd-fa428a9c155c","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM3E"],"evidence":{"text_basis":"markdown","start":120,"end":125,"exact":"HBM3E","quote":"計算ダイの設計最適化とCoWoS-Lによる高密度パッケージングの結果です。また、メモリ容量の増加（288GB HBM3E）は、長いシーケンス長のKVキャッシュを扱うOpenAI O3スタイルのLLM推論トレーニングに特に重要です。","quote_start":65,"quote_end":180,"text_sha256":"0806ac64f66cf0527dab4f0106a9361ff1e9ca9628298df22eb8302082a34150","block_sha256":"0806ac64f66cf0527dab4f0106a9361ff1e9ca9628298df22eb8302082a34150","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_dea7b7fc-9a5e-4737-8c43-98fe33785b84"},{"id":"occ_0b263957312af7a4e1bf7612","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_ebc149e1-b882-4f78-8881-05c00023c86c","section_id":"sec_9fdd8308-e581-48c3-88e8-f1e04bc5cc53","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":75,"end":78,"exact":"HBM","quote":"0でB300 GPUをパッケージングするために使用されます。\n- CoWoS-L技術は、2つの計算ダイと複数のHBMメモリダイをRDLインター poserで統合します。\n- これはAIワークロードのパフォーマンスを向上させる高密度統合を可能にします。","quote_start":20,"quote_end":145,"text_sha256":"b8707eb90d79b5c58d71f1d86aed1f89098f0e74c780cf61e81c1916143349d7","block_sha256":"b8707eb90d79b5c58d71f1d86aed1f89098f0e74c780cf61e81c1916143349d7","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_ebc149e1-b882-4f78-8881-05c00023c86c"},{"id":"occ_2524d2025096334325bb2fd8","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_f3856647-0f1d-4050-8946-6a274b8d756a","section_id":"sec_013217b1-f716-4383-a666-3b717442346d","layer":"body","character_id":null,"count":1,"matched_aliases":["HBM"],"evidence":{"text_basis":"markdown","start":90,"end":93,"exact":"HBM","quote":"能向上に貢献します。NVIDIAのGB300では、B300 GPUにCoWoS-Lが使用され、2つの計算ダイとHBMメモリダイの統合を可能にし、AIワークロードの効率とスケーラビリティを高めます。この技術は、データセンターの運用効率を向上させる可能性があり、2025年の市場で重要な役割を果たすと予想されます。","quote_start":35,"quote_end":190,"text_sha256":"4c5fc66ddce56b7fbff7a3150d6eee72500488a637942ef805a87ddd880ed721","block_sha256":"4c5fc66ddce56b7fbff7a3150d6eee72500488a637942ef805a87ddd880ed721","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_f3856647-0f1d-4050-8946-6a274b8d756a"},{"id":"occ_e0a38c5cc8957de0ea77ec58","topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415","block_id":"blk_f4fb7336-0bad-4862-867e-83535ddfab03","section_id":"sec_5315debe-2daa-4b63-9008-8f95a73aad54","layer":"body","character_id":null,"count":3,"matched_aliases":["HBM","HBM3E"],"evidence":{"text_basis":"markdown","start":183,"end":186,"exact":"HBM","quote":"-----------------|-------------------------------|  \n| HBMメモリ容量         | 288GB (12層HBM3E)             | 192GB (8層HBM3E)             |  \n| 消費電力 (TDP)        |","quote_start":128,"quote_end":286,"text_sha256":"240d3312a4c802040ec51a6f043546416ef1cc03506030218fb264fa0fe9db27","block_sha256":"240d3312a4c802040ec51a6f043546416ef1cc03506030218fb264fa0fe9db27","offset_unit":"unicode_code_point"},"detection_method":"deterministic_literal","dictionary_revision":"topics-20260909-v1","review_status":"automatic_match","role":"unassessed","href":"articles/rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64/#blk_f4fb7336-0bad-4862-867e-83535ddfab03"}],"timeline":{"dated":[{"date":{"precision":"instant","search_end":"2025-01-31","search_start":"2025-01-30","timezone":null,"value":"2025-01-30 05:43:42"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_b73987a41f338d59821d047b","occ_253f06f8e2caabf262209b69","occ_b4d19522bed43c17a2a5610c","occ_bf13891a07bc0d2bc5451498","occ_cd75d4d4a578caa1d3fd9377","occ_49ec1bc19da6ad43b8deb5d2","occ_6f6e492faa372b78bcccc5c8","occ_170b55772f0e0c170d984472","occ_19908c1fd189d6765f805332","occ_6ec42b5ba9198f876ab27cb8","occ_afbb812afffeaca5f4b222df","occ_fd6e1de441fd1f00b6eb19cc","occ_c377660ea0bdff20eef69725","occ_a82de45fdcda1039ed2a3623","occ_7dd3e6f8e3a1211f71e155c7","occ_94d75d4e190cf92422a6ed96","occ_244c75b293a4750f08cc2203","occ_fd34b90d2bc6e2942e6a07fa","occ_7673def9c8fa02c9977bbc9a","occ_f7af1d7a287286945a6619c7","occ_3cb91e57753892249044b676","occ_59d16bda7818ef905bebd28d","occ_428e3ff20f0bdca2d051343a","occ_6677a7d67145edf8b311b847","occ_3268bb6fadc19cdd7e2ac847","occ_d421d5fcb708fdcebc33b7d4","occ_49b241d90bb9d68215b82829","occ_34039f3c9a77b521b0c4cbf2","occ_50fccd7201d3983ea76df5bd","occ_a400cb954bd03d9376740f1a","occ_947495d34e21f8d37a78d81d","occ_65c405eb84cc1879352d701d","occ_d6240fda68ab85765b546272","occ_2c99a79271b2a0474273d6d9","occ_63a110caad5a48947982e19d","occ_e5f6cc2fb3a22b5434ad7fa9","occ_6942e760e54446d818e629af","occ_a1064c062aa2fccb052058dd","occ_e7632715dafa84e859dc86dd","occ_a520792b8e845a7a76f88bdb","occ_be0fb697795c3718d1c1aaf8","occ_bf40cb6d64b653a8f828dd7d","occ_1f9cbc0765e9db26a1fd478f","occ_d53d48a8287205f99f17dbc1","occ_89cdf5f61690383ffb1a2836","occ_7db1d46edfe2ffd44d3f9a94","occ_58ec33e0a540018006a3e3dd","occ_977b36a9201759f31fd993c9"],"revision_id":"rev_2b771286-9bc4-45c0-b45d-6524baf27996","work_id":"wrk_371c7035-898a-4ffb-9036-25fc84c21bd7"},{"date":{"precision":"instant","search_end":"2025-03-13","search_start":"2025-03-12","timezone":null,"value":"2025-03-12 05:09:31"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_e7a08678e5c2976a708765c5"],"revision_id":"rev_ec6cc502-640e-4fef-a24c-82386eb57344","work_id":"wrk_a4a974fa-91dc-443a-80e8-17400ac231f3"},{"date":{"precision":"instant","search_end":"2025-03-13","search_start":"2025-03-12","timezone":null,"value":"2025-03-12 05:14:57"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_da18e52a4d737235ba44b05d","occ_a4f6a8ab45573abca53885bd","occ_40841be16728edda113c4618","occ_8853e4f272fb054a2c98f498","occ_e80503f02d969a1151a64cd5","occ_f843124646713e1604c7de82","occ_c3e5c831228f2d0d8e98e896","occ_06d0b3fcb442a179642b8b66","occ_69fc24be846e9c983d1ca1eb","occ_fdbe991b3af6dd8adeba186e","occ_b044f41e4d7f31948705cef6","occ_de17eac2de257922f8cfead4","occ_38a5e0f741010cac952256e0","occ_36f328597976dab2b95e6b2b","occ_a56b9ea319b9b4db66c66a46","occ_34226680de4c704f60360b31","occ_5d2ce09126799cedc4f25cd8","occ_28a72ae6a02ffa1540330efc","occ_9f40719dc238cec9efeb17f7","occ_674557ea954603a65595d2db","occ_451b31cfdffb925379c77b13","occ_11fb3da736e346773eae8e33","occ_09ca4aa38c10f46c26e64f72","occ_8b512cd38649e6fa347ddd25","occ_077ea764b11720c4bf4ad75c","occ_a54dd65071fe94d460c6f804","occ_72d1f9e6e8826bcf8dbf7be6","occ_0b263957312af7a4e1bf7612","occ_2524d2025096334325bb2fd8","occ_e0a38c5cc8957de0ea77ec58"],"revision_id":"rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64","work_id":"wrk_e8cd9e41-ade7-4f50-b16e-dc0e90202415"},{"date":{"precision":"instant","search_end":"2025-07-26","search_start":"2025-07-25","timezone":null,"value":"2025-07-25 14:34:32"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_67aca8a96cd6f40008736f43","occ_4a4d4b2eb9f2901cb61ae458","occ_0bd705cc2c558082ded3295d","occ_a7a373455f43bc98182d5b37","occ_6f683da27e3cbc4b02e2987b","occ_bb87b28ddc4bbac9d7c64581","occ_94c94b7bddbf92dc68c87a14","occ_28c2521070f2ed10d5cd59ea","occ_a0996f3d98e70ef49f7f856f","occ_5e59bb0374c58a5d997de2c4","occ_97646e1368ebfaae1eb2a286","occ_3deb1ef76b80fbc3df848ed0","occ_73763a9a68a63c87b7b19404"],"revision_id":"rev_f17ef624-e9fd-49a4-b061-966093172de4","work_id":"wrk_168418fa-2b60-4053-acfe-b86f6898d033"},{"date":{"precision":"instant","search_end":"2025-09-19","search_start":"2025-09-18","timezone":null,"value":"2025-09-18 22:43:38"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_6e0cdb971528739bf92203d9","occ_034bb8755f2305735a07ead9","occ_34eab90c94e6a79c53cc3032","occ_05c3381a0b6f8b6b23e2f87a","occ_93eed52d528cbbeee68e12f4","occ_606a43926671d5866e5a5493","occ_d25f8a1d9176e0a1b903f5ff","occ_634e03602f0ec3d0ea55be78","occ_f96b1189c8a26ba2519a165a","occ_1b795188e7b666613c6ca65a","occ_8ce267383e479d97237da118","occ_33a85095f9604efc30166549","occ_5d8b207aef8e7ffe49d4dcec","occ_984a67f5a5f8c06ea3fe8840","occ_7e96ce97f3ab45b4b84dbd08","occ_a24a5263706162b62d5e2fd8","occ_4a3f4fa181701e79b3427004","occ_911a6306d99cb86021cacddf","occ_33f27317dcbf2c877ffed528","occ_6513db9d558f54f02e718ff7","occ_6b7521b36f1756f8476c6969","occ_90c6c4330d48ca3a398df06c","occ_4ad03cc45f584bc5ef52d8ce","occ_298c91b72d8c8859424444e9","occ_b50939a7beb0b89545765923","occ_93e6fdac86c5b271c4c8525a","occ_b4bfa69d7ef48b049be63273","occ_5e20a9c07502247e7dd29429","occ_e05b00cfa0b53b675d0aac94","occ_5fc88277b8e90485ee950d3c","occ_1147aa17216cdf6ae5809c91","occ_ecb11a916686671c7b55906d","occ_1485a08fc3166e609b25614d","occ_ee398d14918ddb116e19beed","occ_ed738d45193bfcfa0c425239","occ_e3b77b34022789c54614e749","occ_8c6360e8c5168a494cb6249d","occ_8c65ee3d49bcd6528bb94b80","occ_254e1fe7c23d67d3d5b06292","occ_47283245037b5f4adb7c67f7","occ_be55cfb74b04600519a98acd"],"revision_id":"rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","work_id":"wrk_c5776fd4-c51f-4d7f-811d-7493ad4e5e3f"},{"date":{"precision":"instant","search_end":"2025-09-21","search_start":"2025-09-20","timezone":null,"value":"2025-09-20 16:21:32"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_2a1a43913037b779fed8b49a","occ_377e945ee92f823b12848c1e"],"revision_id":"rev_24eb030e-0590-42b8-bd89-6a25a4dfc487","work_id":"wrk_a6aa5646-83cd-40dd-87e3-3b3f438804da"},{"date":{"precision":"instant","search_end":"2025-10-12","search_start":"2025-10-11","timezone":null,"value":"2025-10-11 23:01:46"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_2b55b63e1c2599aa8b358294","occ_dd4f41c4c77b9fcfa0170c1e","occ_31eba3e66afae7f47073b0cd","occ_d1baadd59930b9a496c1e0bf","occ_171eaa81af04d582126fa6d5","occ_067cc27989edfe80d209a85a","occ_2d250b3eca6471da8838d43b"],"revision_id":"rev_28e52d32-205e-4601-9fe8-535cce2d0600","work_id":"wrk_012e50f2-e203-488b-b14f-8859b652eece"},{"date":{"precision":"instant","search_end":"2025-12-01","search_start":"2025-11-30","timezone":null,"value":"2025-11-30 22:14:42"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_d7c74ed7c09861b1b50d6681","occ_c6e7ba942640a8612be7bb45","occ_cf81424a31b75656be4961c2","occ_75cc706baecb2ba6a4030c76","occ_d2b7c6c66b04b027c063bce7","occ_227582b60cafcb37b91fefa4","occ_49fe8608e4ad55550ca66dc3","occ_2186f58d9ace5139b4dc6120","occ_f187c336ced4746c980dc9e3","occ_6ee143f950b545d08218e313"],"revision_id":"rev_5c1381d3-461d-40ab-acea-997127510f6e","work_id":"wrk_153585aa-ce70-48f0-8fcf-0c54fb47c7a9"},{"date":{"precision":"instant","search_end":"2025-12-06","search_start":"2025-12-05","timezone":null,"value":"2025-12-05 06:42:53"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_80c84e00b34d9e371ee370f6","occ_6901592f59a884beba3177de","occ_32405a47ddd9750270785747"],"revision_id":"rev_4eb110b8-6300-4d37-befb-7de1200dd0be","work_id":"wrk_34d11714-0800-4643-88ea-3e7aabfd2897"},{"date":{"precision":"instant","search_end":"2026-01-07","search_start":"2026-01-06","timezone":null,"value":"2026-01-06 07:19:21"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_bd1ba70081e75deeffe8cc5b","occ_003015a41a83f622af0ea932"],"revision_id":"rev_01fd9ef5-e950-489e-8feb-7c8ac4a60ef9","work_id":"wrk_609ce9dd-c516-4bb8-b42f-2322d2d4051c"},{"date":{"precision":"instant","search_end":"2026-04-08","search_start":"2026-04-07","timezone":null,"value":"2026-04-07 20:24:17"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_17d5c8363ce30c21a256ecce","occ_d2d275f10f9409c85cd81439","occ_faa91a3618ec95180b176d4f","occ_f31ff66be355747e4255f048","occ_cdcd3de5c56c691b2e89e6ce","occ_e8a4d90df81a64ed0015e60f","occ_cdc825300c3427083ec6317e","occ_a966e4116158b3abbc603efa","occ_1289201b61aeeb7c8f9f9e6f","occ_79631a5a970c3469c768ebd3","occ_3df2e45a86a78e9ea335dc5b","occ_725ac9ff76f878016a21d425","occ_c29dd6f95d7fa6f9a1f713e0","occ_b55b8c5d285ebd5ee02e4bc4","occ_3283bb999fece09ad7535eff","occ_4b58dd7c8cfab7f6e826d33b","occ_1f263021aac320d6cdfccff0","occ_257c0945e809990d1564da92","occ_952548452a510cdc25af2096","occ_2da453992b832b8258175b07","occ_75aab7715fc04f474053ffe1","occ_f04bfc53d2627991235a1cfe","occ_fd459be021ca670e9bb63ce4","occ_678c13c93bdde96bb6d9e478","occ_a2210d2e65ea2abe5aece27c","occ_20e26d20bb89537108e9aee3","occ_0c95fd33b4884260248cfa74","occ_beef1c77232fecebba327d58","occ_b76947ea6d425014e831fd67","occ_74ba7c509e49d48498a99ed7"],"revision_id":"rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","work_id":"wrk_b4bdeaca-dc31-448c-8f47-03f9e39c14b0"},{"date":{"precision":"instant","search_end":"2026-04-09","search_start":"2026-04-08","timezone":null,"value":"2026-04-08 09:10:49"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_a0fa4ff19107f016e0cc7b13"],"revision_id":"rev_61f118e1-20e7-486f-b830-cae804dd9f14","work_id":"wrk_7a4ffab3-0117-4e75-821b-23feb00ad9c5"},{"date":{"precision":"instant","search_end":"2026-04-16","search_start":"2026-04-15","timezone":null,"value":"2026-04-15 23:44:02"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_0ac13be27cd06d562a60038e","occ_d50a876d6c5fa91c9a102937","occ_35303cc37ee43606197dd19d","occ_dec92bfbc04f0618299f3308","occ_ddcfe0ed3fd9db389b342a78","occ_78f8c51598f66b2f3ba4a78b","occ_f86c267e45cce962253a7612","occ_06e7972b3c9e448f201a6c03","occ_e8207ca59b173a83ec4e8e7f","occ_11aa7b78ff5c1c0575d2c780","occ_80e362d5aaf3c687f3a6b92f","occ_724d1be1b87957ba6beaf394","occ_9565b8152f69487d6bfd3956","occ_ece05d5c661697f99ec5a26f","occ_d9a17b9e1abec980edbaca24","occ_e303db2f99546a9ef1af538f","occ_8208ab2203bcceeff73b610e","occ_9585916d11c0d83df6eb5eb8","occ_00c9d07e130746fd9c822919","occ_d15f9f29b06b50b14b61026f","occ_98b9ba7bf3908bc4854b181b","occ_0732d40df87a8e74ea15e689","occ_3d6116d830343dba2470566d","occ_a5540797c7857c8b6744287c","occ_f9697ca5ec3098de802d24a1"],"revision_id":"rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","work_id":"wrk_903d8c2f-b74b-40ab-ae34-1de2fa31df84"},{"date":{"precision":"instant","search_end":"2026-04-17","search_start":"2026-04-16","timezone":null,"value":"2026-04-16 00:46:36"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_951754b8f3cb8e554486ec87","occ_c059314c5debc15266fa5704","occ_5af83993ca9a546c2741f37f","occ_818204bc53c57063435969fb"],"revision_id":"rev_9af30ed5-ec26-4204-9f65-58324ee5fba5","work_id":"wrk_c56e9825-8401-406e-aaae-662904613d26"},{"date":{"precision":"instant","search_end":"2026-04-21","search_start":"2026-04-20","timezone":null,"value":"2026-04-20 18:17:43"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_d77e39dadfd878175596f113","occ_684dcabda6a2c300db3c9f33","occ_548a0a54d67710417c2466f5","occ_726376311367bc0d927baef3","occ_60d7604378fa244d9f425ca8","occ_5325849b542dcb226e5b79d0","occ_e207c9bd040cb97143bd2373","occ_60fa23d5b9185b67486c7093","occ_84e473f24886b0596e956bd5","occ_c26e5cfb45f290ec0cafccd9","occ_43e96a3ed54cd340c3d2e8a8","occ_efbcc4722864166169ea0f64","occ_b9d937487298827c816bf966","occ_8cfd25fe6f53bd1c42e55eb7","occ_3d4ee9a8632c7e2bd7ceecb1","occ_a884c1a3465a254ce6bede5c","occ_0fd3c3cbd90270b174a42ee1","occ_3d1180ade42d77deb89b4d6d","occ_ac4835f1feb1e418b0e4596f","occ_24ac054c4936988bd71e8ae4","occ_d38047687e1034b3ae78aba5","occ_1845456c569b5cfe00c3bfea","occ_972fe93765a911e18acca194","occ_3242e6ffdbc999fb430e014a","occ_164a234ab6da5fba5a97c5c3","occ_de41a0ccb65c24de51009c31","occ_9cc4bb64dfa34af0a904d9f6","occ_a5da6c3b9cfc149bc3d15aaf","occ_7ea290b8e9ee7005570f9e68","occ_0ccb900435c654527830e3bd","occ_8a5ac37a8a431fb4117c7dba","occ_c927a2829d80507a606d4d29","occ_f5a6078511d04c05407a6853","occ_e7cbb8821994c4c8907648d3","occ_354835cea57829599fcad996","occ_e2da368c057f92d1ea0bf1d4","occ_96d9d8ae0a327a1e9d1a9f20","occ_c68d6145b3263eb20a987b88","occ_d64bd008b68f8d883267311e","occ_788649bee9e6251390e7d646","occ_ee9c1c92b3789a743432ba28","occ_c490e8ab5ed0f96dc46da18f","occ_97d902f55c70e63312d544a3","occ_53b7007a3845b7cc2a1ddce3","occ_f559cbc608592c1fd00de593","occ_cbe4c0a84ae87ed1b101724a","occ_8035ded57425762157c26819","occ_86aae273090c183383b4e438","occ_0c0c078a3bf31edeaaa31250","occ_f02e705861ed3dddf9b4fa67","occ_5fb238a50e20c51d32ce5318","occ_06f18bacb918bba1c8f30903","occ_f53142198d3c75021342a4a9","occ_0d8bb1bfd74459c7bc8ebde9","occ_0e82a3d023f0cd9784b0b857","occ_5a1c70ac46b86fb87ea30813","occ_bfe78156afe4867798a2a242","occ_7abee7ad012143c1e306ae13","occ_1d0718d016cc547d177e31c6","occ_f5c86e0ed19c10b636fa6401","occ_a64e4521a794f96371b91a7d","occ_b808875f3fcb353cc13a9c5c","occ_37fddf641f5f9d51dedbb409","occ_ae5cb4a5b637473f49f827f5","occ_d9690700c326e656f871c995","occ_5433707c21c3ae5a576441b8","occ_a265051d87a36049c58b4470","occ_4dd1a7045b47289343d038c6","occ_66210aff55c9853a8a9e8de8","occ_2e3af9559a412bd7bca98f29","occ_e349873870f7b7783ec6f232","occ_430a5e05ace568526eb4876a","occ_f8bf905f5dd6fa836d4dff28","occ_bedba3fe74635a1f73e4eae0","occ_b09bbd2f3749078ab10cbf36","occ_79cc479d350400ae3e83ce9a","occ_b93f1db6834b3f58444335bd","occ_5452840e7cc9bd95743619a5","occ_9f41228fec0b78e88779dc4b","occ_be88f65aa25fe0deb318d4d1"],"revision_id":"rev_57810a5f-315e-49a7-ac85-72cc27e35eff","work_id":"wrk_fc529d17-dbc8-4405-b2ca-a48accef7253"},{"date":{"precision":"instant","search_end":"2026-04-23","search_start":"2026-04-22","timezone":null,"value":"2026-04-22 15:52:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_9e2c2ce11cf891f015ab633c"],"revision_id":"rev_4ca9ee61-40e0-44b0-b0b2-ae6a2fe89483","work_id":"wrk_976cd62b-5542-434e-93ff-2b5d69c5b754"},{"date":{"precision":"instant","search_end":"2026-04-25","search_start":"2026-04-24","timezone":null,"value":"2026-04-24 01:44:34"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_4d4e5821ff8a97341644546e","occ_15899f822177ad775d2668f9","occ_a50c9d368dd6e97cb978d975","occ_a8bb220cb885105c98a88519","occ_10f2a8e236d37dbc877dc1b1","occ_c4c10471f8176e4f86858b4f","occ_971f3a43f323ece78eb64180","occ_cc107df778a94ce13871ffda","occ_c2f20ff396734414acd2f35e","occ_c5f1aecefac55e5b50dd64bd","occ_9fe494c6703c26dab4c7790a","occ_582ed4df8b68564be6419b79","occ_dd4b7111072b347a13bab478","occ_3f03640a4a0e757e2886cb42","occ_3722265ca4d02b187e0d0cb2","occ_0fabbb873f0f1b7af88c819d","occ_5ef2ea025f0dc6217cc508cf","occ_3dbe761afa8c3aff88bb63ec","occ_4650c5ee41572fbb8c1df2e0","occ_53bb7159cf89c171638b3d2e","occ_8392a46f1cb4ccc005c1594f","occ_abf2aba57c2cce29b98ecbe3","occ_1d15446da07a19662246866e","occ_921a17a0895d04aa6af4f40d","occ_c3ffd797123fa96fecc30bea"],"revision_id":"rev_f487aa08-2568-42ad-85cb-11c258b5b71d","work_id":"wrk_a5567405-5ef5-4c25-abcd-63351a43cdfd"},{"date":{"precision":"instant","search_end":"2026-04-29","search_start":"2026-04-28","timezone":null,"value":"2026-04-28 14:53:36"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_f81fff091c542c88d5b3b8f5","occ_34f5fe1174402a3a1ccf9a6d","occ_210632c8bb771b968a9aec96"],"revision_id":"rev_f9e9defb-c22c-436c-840a-c351b48ea9bb","work_id":"wrk_dcad20c9-3f9f-415c-9103-db631318d520"},{"date":{"precision":"instant","search_end":"2026-05-08","search_start":"2026-05-07","timezone":null,"value":"2026-05-07 22:10:59"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_250739b67132a421704c9bb6","occ_cb4eb920a6fafd6991123aff","occ_e07687d320c3efc926833c29","occ_9cb9768a53b99ecbc3002fc7","occ_ac1100367fe958471fbcb808","occ_149c8b5910d41a242f39eb04","occ_f4551f4f3977c2a42be40bad","occ_5e129c017e6420e0e71160ff","occ_34f486e199befae59cb13603"],"revision_id":"rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","work_id":"wrk_dea71d50-dc48-48c0-a352-3461dbce4132"},{"date":{"precision":"instant","search_end":"2026-05-09","search_start":"2026-05-08","timezone":null,"value":"2026-05-08 09:09:09"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_d7b97365512d184df9a520d5","occ_ec965a99e83f094cc0480bca","occ_4e115c7d0e094834b2c23ad8","occ_5aa40b9f47210c3f3439abca","occ_360ac6f2d54be98acb49b1ef","occ_a21f83f25685d2a50cc4c1fc","occ_e6eb73c6b8112ff46c9f8a1a","occ_ca88f352d6648f5b0b9071e6","occ_260810e497bd8e708c2e18b8","occ_7a5bd15406ba40c70286921c","occ_bacf62a55d80247350b2462b","occ_af59701bb1b825c2572ad71b"],"revision_id":"rev_6cb909ec-1291-4cbb-a768-f72123829d08","work_id":"wrk_72dcc676-6c79-475a-9f86-c4f174e32af2"},{"date":{"precision":"instant","search_end":"2026-05-11","search_start":"2026-05-10","timezone":null,"value":"2026-05-10 19:19:43"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_aa7211ca445433436c704565","occ_b7e51efeadbd898cd8840ed4","occ_40f86d4f6b0d514f7b923e48"],"revision_id":"rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608","work_id":"wrk_a3440338-a420-4877-947f-8193ae66700c"},{"date":{"precision":"instant","search_end":"2026-05-16","search_start":"2026-05-15","timezone":null,"value":"2026-05-15 18:50:18"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_49c168f9eaeeed3aa3361a7a","occ_74785e22b259fdcb115c9732","occ_d3abad4f56904b40a674ad37","occ_ff3d95c72e3294ccc0fc02d3","occ_4b226a6ca7b37311f1ac28ed","occ_b41dd278029577c8a9e5f724","occ_9dabde299aa2fa3ea3e96238","occ_1c4c9062826ad0c7450423f5"],"revision_id":"rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","work_id":"wrk_ef613b57-c920-49a8-bb03-b7fdb149eeca"},{"date":{"precision":"instant","search_end":"2026-05-17","search_start":"2026-05-16","timezone":null,"value":"2026-05-16 03:56:39"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_615bbc2daf12acd7cb4102c8","occ_95c70e936867efccc59eb59a","occ_eb9f176ebca7163632678440","occ_b570285420bc0e4761b5d4ae","occ_6be7833d7106a92303cc5b53","occ_f7780c832eaa3cf4b36febe4","occ_c7da25a11ff45958c3870e93","occ_b56101cb339e55d26510cd23","occ_615604ea5b9561e4dca9c6b7","occ_c2bbbd543fdefdf3318f6acf","occ_8b00387d7ea51e53ef1054a2","occ_cf1478e9914bb9f11b2357b3","occ_94b89f5b4f5e647254a0b15d","occ_5a43d220be4beeb66efc35e9","occ_120b0fe97ebb41adf26f64c3","occ_d2acf0319382a6d15794e79e","occ_8a315ab05d5126969eaed2ad","occ_9de612e737e1249de9f9b416","occ_827d703c2ddfa26b5cd32f22","occ_2d4e5fa1ec30815a0ac2c5ea","occ_d825fec4f883d51801b10376","occ_24818135c0e93253b481980c"],"revision_id":"rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","work_id":"wrk_6f052560-2a04-4f53-b80d-4f1c5a329637"},{"date":{"precision":"instant","search_end":"2026-05-18","search_start":"2026-05-17","timezone":null,"value":"2026-05-17 07:41:05"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_599160c3f638c3d5d935c15d","occ_2f206209eb0255501e098104","occ_b34cbbe0d5f4c240b7bfcadf","occ_bc2f1d263e8647b9bc8fd6ca","occ_e1294234e0bb80393e41f0be"],"revision_id":"rev_62acaca2-fec9-4724-be08-6ebd3c061f93","work_id":"wrk_d43a6ffd-ef17-4cd2-96fa-06f7d800821a"},{"date":{"precision":"instant","search_end":"2026-05-23","search_start":"2026-05-22","timezone":null,"value":"2026-05-22 22:10:50"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_d455f03c20feebbd88fbc6ac","occ_ab5cb0b41af66e907116c8ae","occ_8100755007d989e0f53b5d5f","occ_1e2f4f575b60515e58a79774","occ_82c395b73f38ffa02ad388ab","occ_f2971dc093cecd09a94128c4","occ_ab7366748fd233237f7f71e0","occ_13150ec782578d639e8e7f95","occ_950f118f25ec718eca3972bf","occ_44981a895e04d2dd385aa52d"],"revision_id":"rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","work_id":"wrk_95f3adb2-9ef8-4c60-8a3b-5ded0268dac4"},{"date":{"precision":"instant","search_end":"2026-05-24","search_start":"2026-05-23","timezone":null,"value":"2026-05-23 08:23:34"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_ac7ed599bd6b7bb1f43d0fe1","occ_eab44ec9ee662dfce7e39565","occ_7e3dc103530be06ef4f51836","occ_dae0f368f8b1636bb2ba48ee","occ_54a553d0f2237388fd1bf773","occ_b304437ff141edddd1174880","occ_a761c518169fe827bc9dde9b","occ_6f0952b06d9b0ec78f2f3ac4","occ_1f35747f9a126187edd9d751","occ_a7576bdea333735adb4dbcc8","occ_9db88ef24262e74fc3b25717","occ_8cba0621f8b200d041a3057f","occ_b87e42de6a12880d3e5c1110","occ_faa297a8974880703eb667f5","occ_1f47025dc413ee096400c64b","occ_8e40827096507776894c88ff","occ_4fdc64bc99d221af39e1dab2","occ_821307a97ec81125ab4ea2be","occ_9ce9f3e203bd9a1b67d48d93","occ_9d838d7a481e31506d46855d","occ_114175b24dee043200876219","occ_4e02dc4f2ac59f4096557b6c","occ_ae25bbf203549db19ab8b1bc","occ_f1f22a38678aeef688290d73","occ_cfdc94e13fca18f8eb82bc2e","occ_08095dfac2a945b82ef8fe11","occ_de7ff3e8444079975c447cf7"],"revision_id":"rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","work_id":"wrk_cb25df93-468d-4abf-9350-ba1bcf0d3b49"},{"date":{"precision":"instant","search_end":"2026-05-28","search_start":"2026-05-27","timezone":null,"value":"2026-05-27 14:15:54"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_b3803029381a3220196dcb34","occ_d2828a47978b07f269f7c839","occ_7b18c0e68da38214b505186d","occ_0dabbc81eb2927c777836721","occ_2efa465678fafae4bbd3fb02","occ_e6300418a917101fa27e14e3","occ_6bcba8e3abe1cb9de2ba4a2f","occ_da827e8f6b2a7326e97d607d","occ_f0e35e465b621883e6c1acf2","occ_37166b2ed322619e1fb46db6","occ_1ec31bbc68fba30a1ec2ee7c","occ_790908734f83c9ad0d2c404b"],"revision_id":"rev_217016cb-4b97-4b15-993e-73dded8489d4","work_id":"wrk_35685b88-0221-425f-a965-66ae13b66c00"},{"date":{"precision":"instant","search_end":"2026-05-28","search_start":"2026-05-27","timezone":null,"value":"2026-05-27 00:04:48"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_8d264bd0a19a6d154c3a0f9e","occ_065daddc7d5441d398f97729","occ_c644456b06ae2e38505955bd"],"revision_id":"rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","work_id":"wrk_2db98011-2753-489b-8cfb-dadd8a65739b"},{"date":{"precision":"instant","search_end":"2026-05-31","search_start":"2026-05-30","timezone":null,"value":"2026-05-30 05:58:03"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_1df2106382a59a43f0a5b41c"],"revision_id":"rev_c49d360e-2b3c-4311-82ad-b78a89fde3e0","work_id":"wrk_d0398aa0-3c6b-4407-995a-ef79e6153754"},{"date":{"precision":"instant","search_end":"2026-06-01","search_start":"2026-05-31","timezone":null,"value":"2026-05-31 17:29:36"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_ed522d2a4536bb3e4bdde178","occ_2e816eb3a75b9cac5cd6c323","occ_30a0ef552812321b44bd1984","occ_89e1451c56e27e8616abe437","occ_d1a9b9853f44649a64b9d008","occ_298cd48ec827ab65db782afa"],"revision_id":"rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","work_id":"wrk_6b7cc31b-0ccb-4aeb-819d-546d9591fbdf"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_e3763909820f21b53938a8c5"],"revision_id":"rev_45773254-bafb-490e-9237-765416121418","work_id":"wrk_816111f9-6ccd-4f5d-89fb-f53484975328"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_cf4967261ce9a31f977ac23d","occ_6b70757868f752d6d07b04c6","occ_17328932e24c6730eeb8b80e"],"revision_id":"rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e","work_id":"wrk_38ba424f-3d9a-4413-9cf8-c663552dd56a"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_d8628639d546394eed127494","occ_2508bc24822bab416818aa89","occ_36db631bc622007248e038f4","occ_ddfb58b99ce920afb6099d5c","occ_d6c0d0e5e5ede9cd7478ac8f","occ_a2b41952eb4ca282fadc4b89"],"revision_id":"rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","work_id":"wrk_aa1fc199-17d1-43c9-9656-8cee3a08fa75"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_991d3750b5b4626cfa0c8741","occ_528ad14339732f6a22068dc1"],"revision_id":"rev_7cb9ce1e-1af9-43d5-a7ec-083ddf3b94e9","work_id":"wrk_1ea26a09-141b-4021-a243-2507ab20341b"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_680aea3cb19ed28523101afd"],"revision_id":"rev_90fb7b96-f10b-43df-a612-0c23e8a50740","work_id":"wrk_0c4c3acf-0221-4d96-87a4-771da7ba1e3a"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_49d2cb60a5775304907e16e0","occ_67a1a101cc21055190c71f87","occ_8bb0cb19deca633e7076d50e"],"revision_id":"rev_9d4ead97-69cb-4ce7-8223-0346945539b2","work_id":"wrk_1392dff6-1a1d-4910-b2f4-beea19fd2c7f"},{"date":{"precision":"instant","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01 20:25:08"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_e46a6ec605bd3f7e102ae48a","occ_8805e468e30d82b9fbd9273d","occ_5c40ac4a095d1e824191616c","occ_b579197fa03e321bff558efb","occ_96d65bcefaa8018e7152706b","occ_73fa06bfa41e9e5cce5491a8","occ_5967ca4bbc52b1b32409c8a3","occ_f3dcc55f2c66646cb81cb47c","occ_a625e3f2ad8faeacd96f3f96"],"revision_id":"rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","work_id":"wrk_9bc2084d-1dcc-40ef-9cc9-a53fe61434c0"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_058473e83a7c92c5bb2c061c"],"revision_id":"rev_d567eb31-f37d-4b61-934d-8845386d4709","work_id":"wrk_e6157113-17cb-485f-b4b8-72229fe871f1"},{"date":{"precision":"day","search_end":"2026-06-02","search_start":"2026-06-01","timezone":null,"value":"2026-06-01"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_066427e441c3152d6b44fba7","occ_60db5a02ea0a29e202592c68","occ_66399fccbf587d4fa13b22bd","occ_ec8b17925313fe73ef308381","occ_c9aa0d99321dc46e33d4fb4c","occ_7a90fd35e056b2eebff28083","occ_62c09a3f110ad92333d0e230","occ_5f67109750fa022b0165078a","occ_61ca12f30d5fda8c908bb513","occ_b1c3f836c6c71d81ea2d1287"],"revision_id":"rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","work_id":"wrk_3ee013c2-2eea-4150-98f7-f1bf51161cc8"},{"date":{"precision":"day","search_end":"2026-06-06","search_start":"2026-06-05","timezone":null,"value":"2026-06-05"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_bb91b83b43d097e6487cc185"],"revision_id":"rev_37ec6023-d760-4f21-887c-7dd94c473806","work_id":"wrk_48893baf-fbd1-4353-8bc8-5b83bc4aae4f"},{"date":{"precision":"day","search_end":"2026-06-06","search_start":"2026-06-05","timezone":null,"value":"2026-06-05"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_49586002a810f8c6ab52e17a"],"revision_id":"rev_5cb295dd-df59-4d28-9799-42065461c569","work_id":"wrk_5380fdec-35cc-4092-a93e-530c9abca5c9"},{"date":{"precision":"day","search_end":"2026-06-06","search_start":"2026-06-05","timezone":null,"value":"2026-06-05"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_7ca05e47492016fd03e652d3","occ_296a08a1c926511607e3c704","occ_2fae14255d503f441f268dac","occ_0bbe6712a519a9195143e0e8"],"revision_id":"rev_7f54400c-aa33-4bcd-9786-34216d309dbd","work_id":"wrk_92b1be48-af4d-47d3-b49c-7e012dd6d016"},{"date":{"precision":"instant","search_end":"2026-06-06","search_start":"2026-06-05","timezone":null,"value":"2026-06-05 17:19:35"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_7439e7a76ddb70d43b0eda8d"],"revision_id":"rev_91468364-fe9d-4ab5-a6dc-f203e89bc64a","work_id":"wrk_c22379bc-7081-4f8f-a3e9-4418f450cf96"},{"date":{"precision":"day","search_end":"2026-06-06","search_start":"2026-06-05","timezone":null,"value":"2026-06-05"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_0154e1f6e2190eb9b49c476d","occ_90bfc4c73d2ca829fdc48260"],"revision_id":"rev_c1530075-b9e3-4144-b8ce-f6e480c778fa","work_id":"wrk_50367f10-59d7-41cc-990d-213cec7e7f79"},{"date":{"precision":"instant","search_end":"2026-06-08","search_start":"2026-06-07","timezone":null,"value":"2026-06-07 17:15:14"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_bfd3c0ee1dc90db64182642b","occ_58b908a31264e8f0b4b4928a","occ_e58a757cd658b019ca8d3fa3","occ_d8f431f43ea2bbd558a01335","occ_342d74a4b4f6428f7538f406","occ_11ee45f46b80d0251c0a14db","occ_e8b409135b84f65a8d64e3dd","occ_90d41a4a4971d08e74268dba"],"revision_id":"rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","work_id":"wrk_220c8e7e-eccc-4357-89f5-9a6b78a08a7c"},{"date":{"precision":"day","search_end":"2026-06-12","search_start":"2026-06-11","timezone":null,"value":"2026-06-11"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_8ee65677eb9eb20345607b6f","occ_e6f082795cbbac86725f2379"],"revision_id":"rev_a3e10132-4b92-414d-8744-acbeb6f0b294","work_id":"wrk_ab79e5be-0326-461e-868c-ec7e75b2a90e"},{"date":{"precision":"day","search_end":"2026-06-12","search_start":"2026-06-11","timezone":null,"value":"2026-06-11"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_f9d6013a395e2475a4f254dd","occ_108e788efdfead2b9e779ed1","occ_01655e30532d650dbcf159dc","occ_8a8ac89653b39a21782c23fb"],"revision_id":"rev_afc88027-978f-428a-a597-dd5d129dc441","work_id":"wrk_9fae1367-ebbb-47c5-ad7b-3700deb207cd"},{"date":{"precision":"day","search_end":"2026-06-12","search_start":"2026-06-11","timezone":null,"value":"2026-06-11"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_4addc2c5e7bc8353803354f2","occ_82a3248f4b6c4506285f7207","occ_f036ecbb8844476bbb1849d5","occ_bed72018fabff784b0ac4ed1","occ_57824641efa91bf7fc43144c","occ_bed24d8bc2e06fa08e6c911d"],"revision_id":"rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","work_id":"wrk_0a43d7eb-6a36-444f-977f-73ef3a3f671a"},{"date":{"precision":"day","search_end":"2026-06-14","search_start":"2026-06-13","timezone":null,"value":"2026-06-13"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_18644673ac3f7afba6f77449","occ_5127d236a05ae80fa8cff873"],"revision_id":"rev_7fd87260-401e-4d9b-830d-373e2a334bb7","work_id":"wrk_043383ac-e6be-4702-8cbf-cd5785e078f1"},{"date":{"precision":"instant","search_end":"2026-06-14","search_start":"2026-06-13","timezone":null,"value":"2026-06-13 14:08:56"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_117cb1649cdc22e998299a07","occ_f8f14a627f4339a527239970"],"revision_id":"rev_bde0c156-c5e8-4c02-a4c1-11e282359f67","work_id":"wrk_a7af3483-9e85-4461-8227-e9fe7141f2c3"},{"date":{"precision":"instant","search_end":"2026-06-14","search_start":"2026-06-13","timezone":null,"value":"2026-06-13 20:40:43"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_afa4995d1ac50926c30c592e","occ_bac914acc4c2a1e86e65acd1"],"revision_id":"rev_ca87695f-4cf9-40a1-bc61-6a123a71ffe6","work_id":"wrk_92c272f3-ada3-4a0c-815e-d33c175ffbe0"},{"date":{"precision":"day","search_end":"2026-06-14","search_start":"2026-06-13","timezone":null,"value":"2026-06-13"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_513726048fbc9c5c43ff5715","occ_8a06502574fa104623b6fa72","occ_6b77ed582f801eb0953ff422","occ_9ca1de90ec74fb5253529224","occ_dfe11e7a0af339f999e76f8d","occ_e58ca991014d9154058ad254","occ_04d2e175e14de169033046c8","occ_bbb58f4631e1786bc02a8d1b","occ_eff3984c37d2a926bcca8833","occ_f4827d51d0212b71013354a8","occ_28eb404684ede63db03ff9b5","occ_991ea4d05d86a7f875bcedfb","occ_44824757b5eddf358d1e3296","occ_7320f56cbbbbd165a2981cdc","occ_1365c680889b380448b9ded5","occ_43a1f3fdd4f0de457031df58","occ_7d4a294a3ef0568ab5994470","occ_3a62b71a2b3587a6386902ad","occ_70a9c8ee5cb1246142668225","occ_f727a924c312f6e7440a63c8","occ_17ccafd1073c8c6751264d5a","occ_06dcae42cff3752b43080fa3","occ_fcfadbdfeba744eaeea694b4","occ_8c2ce5854235a2abe1ece7e9","occ_6ded6c696a3b9c22b67ca238","occ_5b044fc2f76b491dfae754d6","occ_adc03515ad1767900519d34a"],"revision_id":"rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","work_id":"wrk_0252d3aa-e602-4a99-abf9-0b9ec2b5796a"},{"date":{"precision":"day","search_end":"2026-06-17","search_start":"2026-06-16","timezone":null,"value":"2026-06-16"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_623bbfbad05e54df5cc0e580","occ_7f892ff0350c69182d780d65","occ_823e7181d0a8595440a8b50e","occ_0a495cf40e74afe43fc7c5fd","occ_3407be72f32f4487b234daec","occ_f3449cb5fe9bcdb1cde363c7","occ_d09e038041b9d12bc0feed02","occ_9ed779927e59a6284aa429b4","occ_efe182edd4d70a4f55789a53","occ_f794bc15facb01b5921d7de5","occ_f1729b069b6df9382f208e40","occ_c5a6e7e992967dd3b48b22a6","occ_912b976510fa40c6a0d0cc87","occ_dc2e3e5ca7351ef2bd632a9d","occ_44e52faf8b5f2b0abae2b064","occ_1500d1a59571c902415bd35f","occ_3b563093e61ccb50267e9aba","occ_85b73be2474ee4c759ec8d9f","occ_7994456883cf0d6206192652","occ_de726d581231da769bf560d6","occ_84fd7f8cf61cdcf66cc95cc0","occ_9bbc491230f053c8c0c9e5ee","occ_6ecb2b8e58153412ccc1815d","occ_73184b99d35f191a521ac6ab","occ_8a6ce3cca75594e5254e0692"],"revision_id":"rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","work_id":"wrk_832924ba-8222-43e8-9f82-7a35ff151e1b"},{"date":{"precision":"day","search_end":"2026-06-17","search_start":"2026-06-16","timezone":null,"value":"2026-06-16"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_3646247c9bfcc01518d75801","occ_e10c0d79cc3b0f14668468ff","occ_7503955f099a79417e5e0426","occ_b4b2324e3e615d916728d401","occ_570b9aacd1acafbbae491e05","occ_62fa6d63fd4bb721b3350bc7","occ_4f3241c423e38e057b1a3fce","occ_5fd4506ba1e17786b8cbdbb1","occ_b5b17a7582fa91e4eab992dc","occ_6bc53ac224835a87ff2833aa","occ_f3dee96445d7c7a8bc22a4b2","occ_bdb0fdeba1845e446e8949a2","occ_b5653ef10b398af6aaa1b020","occ_fadaa96af4a869da1a08c5cf","occ_5ca97d1e81f098f0fc3da306","occ_b6a4812233767d1a9fa94c47","occ_ead9a9c31ce69dfdbab01f75","occ_e180872fba83cf8550144272","occ_e9d1bcec0d3148b01fd76af2","occ_66cfd2eb8bbd4bd4285062e5","occ_666bc8ca9eb14195f8ba4cb2","occ_1aa03a3819b8b089da0afcb0","occ_da3562c7a45df93fc62e496f","occ_f6ff305134659e86c137854b","occ_bba2d36bfc1ec21a92933805","occ_c561edf7e26f159a7cc719a6","occ_0eaad664b288110c1df3cff4","occ_3ba7cdbf608812c02fdd1588","occ_e80f951eaf37cab1e6f4a51a","occ_54487c0e1eb9682ef4c8b26f","occ_4fe1a12687c00312ab451687","occ_762696fbab01dd576350c2ed","occ_c892aa65c6cad5e22841336c","occ_3ccff71d83cd9f40964b3cbc","occ_7a915083eaaf65ade0da89f3","occ_2f70640276dc8f24757af0e2","occ_7cba7a4ecd9cbcdc7e837bb7","occ_736619f9929bcd12e84b53a4","occ_0c6f885c2fa9a73e7e5f5863","occ_5aa0d63da3e34161704131bf","occ_5f9632a8081576be8179ddbc","occ_2a7b0aa9f1518f8ecf32da9c","occ_508b9c037260c8be8e528d1d","occ_878b8cad00d85e2226a63f72","occ_8421046953ce1fb8dea785ed","occ_5883d7f2c16e8009b8275a2f","occ_2f4dc8e390ac8431f85e480c","occ_50fdd2eada2f66e2b6b7679e","occ_a2006641f8f272acdaef6845","occ_ec629fac034083f031a0e3f5","occ_3e8d08f6c5b9d029d1f00f6f","occ_45a77ac10d45fc8adfa4a49c","occ_34bfebc7af0e44d7d9b190f0","occ_c17d7219a46875b39266fa79","occ_0382f6cec54760fd1b6b621d","occ_04fb26f03ee77bce0608ec00","occ_264ead82479731fbff999b80","occ_c970ca3f69431887e132fdb6"],"revision_id":"rev_78657238-b40f-4a7c-b670-325df3688f39","work_id":"wrk_70fbeeef-5587-4e6a-a017-b7e323d0b279"},{"date":{"precision":"day","search_end":"2026-06-17","search_start":"2026-06-16","timezone":null,"value":"2026-06-16"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_293910c126cf0cd47b8e4c0b","occ_2a20a99bf020cd53fe419d01","occ_0e3ca8d9714f83860f43b7a7","occ_440d8f3377511bc9d92e85e1","occ_ec2b09d26b0a8a3fa8650a55","occ_bcb9c3d0664761e0d4eec405","occ_e03bdb3a744b59563394fde8"],"revision_id":"rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","work_id":"wrk_0ebc3696-2c90-4588-8ed4-2ea51e51433d"},{"date":{"precision":"instant","search_end":"2026-06-18","search_start":"2026-06-17","timezone":"+09:00","value":"2026-06-17T21:54:05.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_7f6921920fd6367afbfd6239","occ_0b1dde04b84635152ac53942","occ_ceab9c6c0730a27baa8a3763","occ_69d52075fb8a57d7c46bba8a","occ_54e784fc2df11dc5cf51c1a0","occ_f7a9bb6462c65ca4548aeb56","occ_6ef59c9f8bf1aa19233f7292","occ_bb9de37580f8722959c14415","occ_226a915ff3096e55d9d77083","occ_4ad4e3e88f515a0bc7223cd3","occ_d9c787254f1f46b668861ebe","occ_05b26c4a7f8f5459c983ffb4","occ_38c6ee92896cd40095e6d2d2","occ_8b842b9efe5c64d9850af811","occ_b86b1efde9071e33130f8ea1","occ_a3fe6782785b0db616edfa4e","occ_f48259cff05bda3250309b12","occ_bd515a317ba6059f1b235cfe","occ_604583553c5c48f5b34250a2","occ_b797b9f4c3db7d0d0fa91344"],"revision_id":"rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","work_id":"wrk_22580832-91eb-41f5-879d-0ee23fcf4e6f"},{"date":{"precision":"day","search_end":"2026-06-19","search_start":"2026-06-18","timezone":null,"value":"2026-06-18"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_de53d0f4954e296b48ff07f7","occ_cfcee13d731f9436173247af","occ_45befafb5f5e3fdc85eff73c","occ_3efa611ec131af91b1d416e9","occ_d05b002139f0f65470157678","occ_20224273e70105a5e94bdbd8","occ_2537e6e727accf79ec1dc55f","occ_e8b99c545e1510d445e1aac2","occ_e3f71eee7ecf4bdadd373579","occ_9ea102e23f3dff0f1401937d","occ_b010c95b6766f5b35a646ae9","occ_02e603a4b39be80219e9cef0","occ_7f2f8151085d40badc039c6b","occ_3237885295beb5f482de41c9","occ_e32077a432f1a89692cf15a0","occ_9a72a33d92e0ed33be37c030","occ_d3af2371077dc27c2359acb3","occ_2e59ac518228c299e9a8e382","occ_725f0d4627cfd8df192e6e48","occ_f99cc72a28e9f655d77776a0","occ_7632f083e5ffa9067eb2da79","occ_ff5f36dd207820c330b974e5","occ_e87bad55097099b82422433a","occ_b2031fa15fe2d56175cb3291","occ_56b28478c18671fb30e71903","occ_4ea374e1a77392acef95744d","occ_b21074657d14fe57198d0907","occ_d7e8022fd1ff297a37353d72","occ_297c71b20aaebe792cdbec90","occ_6a613179ef35fdabe3d28050","occ_ceed77a076124acdbf33b883","occ_5d97bf0a998ce44f6850ff4e","occ_8f8eae60bd2698369cf37c8e","occ_6f0dd7c436cf4f3d4d00f09a"],"revision_id":"rev_92ff5158-6c34-4526-ab02-c8db8332951f","work_id":"wrk_ea89805e-b45e-4a9c-b22a-29b168da02ed"},{"date":{"precision":"instant","search_end":"2026-06-20","search_start":"2026-06-19","timezone":null,"value":"2026-06-19 00:33:11"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_3f42eeabdcfac1de1cf19ee7","occ_cbc974f7bdfb0588f1c750bf","occ_ccbb861ea434fa9d7cce6dc8","occ_6b745b92b728d1787273dd8c","occ_460d45da39d9c1e3f506e0ed","occ_a9253631ac6d54a593972843","occ_08d019e52994cbfa51dee3bc","occ_482e5bb53d3eb3c11d72b275","occ_bef634705566a1cb95de7243","occ_544d8cdb00986513a7417934","occ_c496ccde54f5852fd6aea0da","occ_d23cbb54fd478a85987ef385","occ_575f46041f628d55832d63a0"],"revision_id":"rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","work_id":"wrk_0b56d32a-d32d-4b74-82d1-14128c2e931f"},{"date":{"precision":"instant","search_end":"2026-06-21","search_start":"2026-06-20","timezone":null,"value":"2026-06-20 02:24:26"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_faf377afa4914a0528f979d8","occ_8fab0c970f147d374fdbc778","occ_91e50a0ac5b4d2ee23427b0f","occ_eb42faa903b2d72e83c7dabe","occ_77d998f6a0c1ec4e0715891e","occ_6ea0a846a7b580e16d021e1d","occ_a261450193945e644c3f697d"],"revision_id":"rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280","work_id":"wrk_a85448e1-149a-46bd-b7e9-d66795012c12"},{"date":{"precision":"day","search_end":"2026-06-23","search_start":"2026-06-22","timezone":null,"value":"2026-06-22"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_0d51ea9cfd75ac2afa9de8f5","occ_6d24cf8c9d37ae7cd6fe0235","occ_90a7de060d612d3da550da02","occ_f2d8fadb2e224b0f0f85f337","occ_d0982c0ae8d6e93d7fa3d682","occ_9e4b648a2d602f8bc78a657d","occ_34ec390fb4ee222370b4f31b","occ_e34c18820fb3ed18c9d342ae","occ_4b9b220b229a69b4cf89befe","occ_f0c12b6249a986a03d306003","occ_e585a59287bbe17592bfd341","occ_3e8337474bcb29cc11d8aa5e","occ_2fff84afa9ad88997c10e6c2","occ_4cfdda752d2449bb7cc3a4ec","occ_e9ae4c5ee1f1c57df7e859dd","occ_dd0dad3fa31cf18f9e38be2b","occ_0844462b7cb68e07f81b891f","occ_21c2af58a1133a1036c0adba","occ_e2d1d38e201f069ed9cd51f0","occ_099aa70eeef7efd4b150c913","occ_863ca833c8dd514f4987842f","occ_b3d7c125a14a3964abef3f54","occ_13158c55691440ca8bd2d040","occ_bc5bf9a3f8ac37ccc71e6b29","occ_ffc9a5bb8d3f29dcdb1bc8de","occ_69301ac232991cfe61b02b47","occ_895a5116072b96ddebedc9a8","occ_7adae50e01562541b9532052","occ_56505c799662dc8373b63151","occ_a1f205e46f3abac611807133","occ_69cba965599468c60d48789a","occ_5c118273dcc299f5d4789640","occ_40055265844be61d8d57c8a8","occ_a801b947c60d042aeeabf710","occ_d75a3e2e57f320f77d235d64","occ_a4852d2add56860275dd1c85","occ_79ff5d6404c6a59ae2c9bc62","occ_f4df7bcd9b0b2a6fd546dfed","occ_f1f6f264481b24f312f258fd","occ_2bf9ffb7019a36b1bf66d4cc","occ_188db23ed7ac27b8efc94840","occ_3b0f7db5dba5a9fe04a78e9d","occ_6a21d3a19422381def0437d9","occ_33794bd608bbe93aa3e5c31a","occ_21003e83bf5a3b1bb9b88efb","occ_13c7aa9293281468ca7296ad","occ_5c649ac63be77f4cfaa01608","occ_2fb86c179a5388429401441d","occ_8c17ad1d9eafb4b3214c03f6","occ_c04e95fe24f73c50d6631dff","occ_cbb0ad6f2d1dd45260e7d909","occ_119e7b6bca48dd9d7ac60f6a","occ_c35e27dc3fada7c920f33f6d","occ_945660c0729fee79f6f6f474","occ_859ae8ed475d398831c713ac","occ_2b7eb9c838ec1105edcde434","occ_3018ab38b18da3315f989c37","occ_f623f7dcdeacb2b124ffb8c2"],"revision_id":"rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","work_id":"wrk_22490a2d-59cf-4ab7-9288-4f1e6c0f5a39"},{"date":{"precision":"day","search_end":"2026-06-23","search_start":"2026-06-22","timezone":null,"value":"2026-06-22"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_3cd2b5deb5d0be28d319cf8b"],"revision_id":"rev_bb9a9bde-af83-422a-9558-c75e6cb1da78","work_id":"wrk_e0315bdc-338d-4bd7-8701-a2aa52fe1efe"},{"date":{"precision":"instant","search_end":"2026-06-24","search_start":"2026-06-23","timezone":null,"value":"2026-06-23 13:51:47"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_1ab96ea238546770b5fd7842","occ_efe7323be4f084e0b1285f00","occ_d753c816152a72b936f0c4da","occ_714b7294cbc52792079845cb","occ_e665805dfdcd86252b1bac6d"],"revision_id":"rev_977092a4-68df-47ac-8de2-4e66567c8a95","work_id":"wrk_27b36bee-da31-4942-a5ea-33f6f77ddee3"},{"date":{"precision":"instant","search_end":"2026-06-25","search_start":"2026-06-24","timezone":null,"value":"2026-06-24 17:41:44"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_83f818e0e0e42af89bfc6231","occ_d10be1b82c8c3ca7f2dd4ca3","occ_cc87ba7d1ad93a780eddd2df","occ_9eef04e7b2fa50ea5321eec9","occ_d1d0a155d44651b2433822ea","occ_196dcd0993ff94adaf147b00","occ_af6c4fad1234e9be3e8a1957","occ_ecb67f181ed3f04a8e2cba0d","occ_94c9889f0bd636b26c094b30","occ_6436764ad5d4824a6c462ebe","occ_a768a7d9d38934b0bc17a694","occ_8a6b1e6ef1c39001c3f6bfa3","occ_c45677f8fb93a9e6735c675c","occ_98baed80ff7c5b55ce86b18d","occ_7c914279378c75d50b12df26","occ_0f459a7d57d9c669398cc5ae"],"revision_id":"rev_ae55c104-d140-4064-adf1-726fae29a7f3","work_id":"wrk_a1470532-dd67-430b-91ce-2205bc4c54e0"},{"date":{"precision":"instant","search_end":"2026-06-26","search_start":"2026-06-25","timezone":null,"value":"2026-06-25 21:55:11"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_5cc9ab68c2c5073e64d30102","occ_5c22d8d787cd5a09fc20c1c5","occ_8deb922dd8c9a4ca4f4c7148"],"revision_id":"rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8","work_id":"wrk_8f40984a-d96e-441d-8ace-83f20958435a"},{"date":{"precision":"instant","search_end":"2026-06-26","search_start":"2026-06-25","timezone":"+09:00","value":"2026-06-25T17:41:03.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_da64dc10e1127a3d3d970f53","occ_ec23078a78c44475687f5f52","occ_f82f784ff1643d9062bba4fd","occ_80cf4a48629837ac1e9ca4d8","occ_d81b5798d1d1e079b53194b8","occ_468cf0576fb36ee43bd4ee39","occ_5581922ab90385dfb849de04","occ_83b04bcba0813792528c111a","occ_731f59bfede99c116e37d7ab","occ_18128c41e8e6d6c5664d337b","occ_22180ffcdfe379ab7cbda33b","occ_8340feb06db4b619b9d81712","occ_db868358d3dcffea2281ce1a","occ_385b393ef1082558418f9cd7","occ_e9164384de965b6dfa4e234a","occ_d7f6a974959136c555927f81","occ_e5be012f8d11ebc4267275b5","occ_4e0b3f5cff0071a7701bf70a","occ_7085a8a328df40cd878d0fa4"],"revision_id":"rev_abe6b561-f51c-4549-a97f-aab2b725492e","work_id":"wrk_f31c79fd-b257-498a-9ee1-d344ac94ffc7"},{"date":{"precision":"instant","search_end":"2026-06-27","search_start":"2026-06-26","timezone":null,"value":"2026-06-26 15:28:59"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_2257755362feb86412abadd1","occ_3b91f40d3b3006dd2f5b93b7","occ_492aa55e7a4025ba146b79d0","occ_43b84d3baf7f25ad844def0c","occ_db6f917fec98321bf457c356","occ_70a7e859fcd0fb04158592ab","occ_a85c706ca1e0cfd8d388420f","occ_00693bed98253c148708a0ad","occ_9d8bd541beda97cbd2f2e196"],"revision_id":"rev_84a77d25-ab82-4d74-abb1-c248dd75257f","work_id":"wrk_81581cb4-a4e2-4f51-afae-e8f5e3c41099"},{"date":{"precision":"instant","search_end":"2026-06-27","search_start":"2026-06-26","timezone":null,"value":"2026-06-26 16:31:58"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_0defd22c6302aedeb1cef892","occ_cae02a7489f1e1306bdfcd71","occ_6814fd049c6a10c7ec980ff2"],"revision_id":"rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab","work_id":"wrk_4efede78-d9d9-4a37-854a-51a334476949"},{"date":{"precision":"instant","search_end":"2026-06-29","search_start":"2026-06-28","timezone":null,"value":"2026-06-28 19:15:09"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_f78d95ca81617c03f7aab907","occ_aed4365bda9f549d388cc4ca"],"revision_id":"rev_53605de4-06cc-4e0b-9bc9-21f393408c0a","work_id":"wrk_006833f6-f225-48d3-8754-46fe28d6bd8e"},{"date":{"precision":"day","search_end":"2026-07-02","search_start":"2026-07-01","timezone":null,"value":"2026-07-01"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_eb731aacbbbabc2828f43d3c","occ_e7dc876b8a040458f3bedebd","occ_d3a9c2c7f0fcbdb577a84c40","occ_f12feb3bdfdc844e5e5d1951","occ_dd614e5182a996e5595da49a","occ_7e808174a07e1ef70daa3b45","occ_9a3021976662dcf719f83034","occ_8f0127afd313256cc4fe77e0","occ_34a33380c3993d3699a242b3","occ_c34bb1cbac7c9b370986b43d","occ_312cb9af86c3c60d930aff2b","occ_f8f4d8e053d3918597493747","occ_a045dcb84dc0fc5da3b899fb","occ_73d3b52312bef8d05aac9c54","occ_bd6c5a3ebc5572469d18900a","occ_9e770df421f8b4435c5bc02c","occ_df8a6a7bed9587ee4bbbfd7d","occ_b0b1ea57df308684fd3cb185","occ_479fd2b11cfbcb31621f45ac","occ_0db4a464f27f4e7816dfc0ff","occ_8627067e1387af46fe3bf65d","occ_bd62a11dd11d2114f9becc65","occ_cef8cd1554ef6473526c6df7","occ_dfd534329d8f305b8d7df55b","occ_45e65b337c4615bc57a1835b","occ_1fd16c0b6a9aafaf640fa665","occ_f65c9e94b249532b98fc239c","occ_44edfe25533dc8e94cbc364c","occ_914edce51e6d81d38584f54c","occ_8713af7eb31a34aa6c3fcffc"],"revision_id":"rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","work_id":"wrk_fbc5cb25-a3fe-4368-a659-4a3d7a753309"},{"date":{"precision":"day","search_end":"2026-07-02","search_start":"2026-07-01","timezone":null,"value":"2026-07-01"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_eb346737e0d9ff578a59082f","occ_3dd3727dc6dcd90fd38654ae","occ_32b743b865db44c831c9783b"],"revision_id":"rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e","work_id":"wrk_c607c873-652b-451e-89e4-a9043a064d80"},{"date":{"precision":"day","search_end":"2026-07-02","search_start":"2026-07-01","timezone":null,"value":"2026-07-01"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_32a446f59524e99669e71739","occ_ebef0cc035d8b9bbd888ae09","occ_4407b7101a8c5a1db7e85efb"],"revision_id":"rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","work_id":"wrk_32ece787-7a49-4ffc-829e-29a33ff4b761"},{"date":{"precision":"instant","search_end":"2026-07-03","search_start":"2026-07-02","timezone":null,"value":"2026-07-02 11:59:12"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_4db6c2be878412042bcafb0e"],"revision_id":"rev_54b154f3-ea9f-45e9-b38b-a16c54ca3e2b","work_id":"wrk_52a8c79a-5c56-4f34-a515-1b1dcb4c0477"},{"date":{"precision":"instant","search_end":"2026-07-05","search_start":"2026-07-04","timezone":null,"value":"2026-07-04 02:28:11"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_3386769b1f45eb95776a3e10","occ_6e152f21a9b43a68619a8034","occ_02b5e06eb1ea93149d4124d4","occ_369fea88c61d013f0a09b40c","occ_f13ee5d6f488fcdbfc079824","occ_4bf3b09259312abab8438d22","occ_3caf3a5d819d778c30bf1298","occ_77cbb668f2f5cab23bbcc323","occ_a62f0513cd9980cf4e4d0366","occ_22e7d3f840711ab5cc9a007c","occ_c05017089bff5ee18d4a94c1","occ_7722e96e87d59b2406855c4a","occ_266a4773ae3f02c3ae4dffba","occ_646a788d1b514b3a95e3443f","occ_7f0da45304f66f095c5f6be5","occ_2f838dbdbdd56da6930ea3f4","occ_b42f32a3ec100a09b2e4df73","occ_ebcce298ff953e6a43263fcb","occ_5e45829b00e70cb25b4d3ebb","occ_7920fffa51c7c18e91463540","occ_0854a4fed1d4519eae62e8ac","occ_2ce4347b92f04694a1b88dbf","occ_326c58c3034c9c409bee8952","occ_998f23bef01173ba47a12969","occ_b7ab5f401acd37f91af4477a","occ_6cfa6eae7672784d47ea2f20","occ_c1326db35d59e44f998bd3a9","occ_802ae0f60f9cf572accc0bf2","occ_90995f3250ec04885f090ad3","occ_aee51e0b782706c2d3806929","occ_1f924acdbc75bb9a158647f9","occ_6581eb0bedadf3a84ba1599a","occ_0f5c4619feb5bebe22f6a48d","occ_0210474864b91aaa26dd658f","occ_4311d2b8df6479c3884d7553","occ_aac8b25af3b00170b2045373","occ_f716155b21c182c0c0c1e0b3","occ_079b8e44477bca4b0e568180","occ_679e945cc7cf91dbab42bfca","occ_112b8176a8186b54006c1ba3","occ_21ca60cd1190f977290ad2c2","occ_4506ad43ad954eb2e2e2900b","occ_6106fc04e793058caf0fee02","occ_5901e710e6b4a11f9daaf348","occ_d35bc070a55d4876e03e6ab0","occ_f2c0ddec8edf25509596221c","occ_8493ca215c9d94f274737616","occ_8d2e39cf7c07ee71f3aad040","occ_b7697c3d83992a6a004df8b1","occ_0e34fbd2e550c22bb9cd2538","occ_0f5c55b6ecf5ba9f6db6aa83","occ_97d52c670107daff6de07d5b","occ_fd99ae3c811e5b688ed9572b","occ_8e4353b7818ff0b18d600a1e","occ_5a2599e8bf302b45975cd54a","occ_ec58fac255cc0a7db9d77828","occ_d93f962bdea138fdb2133080","occ_e16f243d7b2e8a3cc6b5c059","occ_3e5ff160a0499ec360fb4b51","occ_e86310076084acbca6f8adc3"],"revision_id":"rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","work_id":"wrk_45578dda-8dcf-452e-909d-3f4c17ea166c"},{"date":{"precision":"day","search_end":"2026-07-05","search_start":"2026-07-04","timezone":null,"value":"2026-07-04"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_c95968b8c436eb9430ed51d6","occ_859c0f04de1449a6c12f040f","occ_8a7920960b0796a42282e299","occ_13bd595592ce95d00e64dbf4","occ_51c3be3e1460682c833ab29c","occ_a57bf5fb8210b53e3009143d","occ_d4ce818382a37ad8645bda25","occ_5a6f72647f22fae2c61a5b1d","occ_e06b18e684fa19fecbb75651","occ_89010ecdef6a5dd2d3aa306e","occ_80217d6a841c545ecea3daaf","occ_44334ed59956660c49751fc9","occ_26a74fa630298ff74f6b5770","occ_472972cc09027968899b6c5c"],"revision_id":"rev_70df7bb7-127f-4402-9374-f897f873bafb","work_id":"wrk_bd032fe1-66fd-4ecd-a7db-e046051c8671"},{"date":{"precision":"day","search_end":"2026-07-05","search_start":"2026-07-04","timezone":null,"value":"2026-07-04"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_aecf789afb50d5ff3190485f","occ_f6e3a3c944254643ab48e644","occ_b7127eefe9c782c0dbaad5f9","occ_1eb9a0e471a4336bb0e629ae","occ_ecd79722d7f626bd54e74efb","occ_8b790074249dde5c78ea2b94","occ_c3a067437d621f7d5fc31ae5","occ_92beeaf13b5cd8df1f08ae2f","occ_2ff5c9a9bbe60cf2bc1f3758","occ_9960080a8267b470f3907c74","occ_1e45a7fc153de89529ccadf1","occ_a74dfdd850f3e5e48d15ec5f","occ_e48d337379eb4ce70012b7a9","occ_788738aa144a4477d32c7852","occ_ce5687740a831d7ca88dd2eb","occ_f2b99ceedffa8ab0f9f50575","occ_52f7d5a2b303c17115f3956f","occ_03b8fce0449a7a42df3ff4c9","occ_e9bcb3b958b6ca6cfc7e9741","occ_ec516683365ff027cd548577","occ_3da00c4166d56e0d54d100f7","occ_130cd90745e51fca1c1977f1","occ_112d78d84795213537252059","occ_97f4a9140e834cf8102d2db0","occ_7d26925b63c0c10208c3f407","occ_71341adcfc78e5b1b8e733c1","occ_7940d7c973865255394d5bd9","occ_c763482cbd396636b5c383b4","occ_13a4f95fe5db266fef306222","occ_7f4278d5b56a0b01564cf92e","occ_152f14bb97ee883f2c93fb6c","occ_48c61d15c4394753bf8a45b5","occ_d796e0c8727fb799e43c39da","occ_1a540845c94f2c5410fe4524","occ_319768ec781b0960dd663856","occ_eb58e4bd3e949df80aadaaee","occ_ea7da1c55c62812dc0ba7803","occ_5b78e110e4c88c929b3e925a","occ_1702f19352d0a4272056d1a9","occ_052c319d6caa8890b42336f8","occ_4b5203b0ae93a207b4d73c53","occ_88be13da13e82ffc40f0686d","occ_378bf8afa3ee7a368595250b","occ_cbef2da3bb27897210c194a8","occ_6d794c47514cefde03322c30","occ_e7d4242b5818414adeefc59a","occ_51cd1f6d23bc1feec67b4f7a","occ_11a8ff4b22b619f3b6b5137d","occ_7984184a6810f7e352553cd2","occ_ed732523e54ee95357caf568","occ_73d421650d332a8ab4a824f0","occ_ba605b3a565f8590ff9dee8e","occ_c49305db997103731e7e90a6","occ_1859c623eb11ea1d658c84a5","occ_437444632c45812d7c9c2e95","occ_f90e7a390c2fe6854bf44ccb","occ_1cd126f6643bf14d4784be08","occ_b1e512382ebdb1e600d6fe2e","occ_5bf1733a114d1dfaca227b3d","occ_e1ca6187794e19d3c314c01c","occ_7f797111b7220542e131f4a9","occ_71254604580d44d8bb6f5054","occ_b83a2a603223236fcc50e596","occ_3ca2072751a9c0d74c2948ec","occ_35b8ea2011963baea23110bb","occ_e84cc92afcd982fbdf425163","occ_78472b8a666f3d56218b45b2","occ_7645d872f105c2674b0f09c3","occ_3cc6f514c6fbb6fc5c786485","occ_0a306f3c4cacb9c257be5f7f","occ_5a1d84a20ce2a0b8952bae90","occ_7667f4857027090107de0159","occ_907a7ed1488ae8e1628b7f6d"],"revision_id":"rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","work_id":"wrk_27247b5b-cd30-433f-9e72-ddf9cc560a98"},{"date":{"precision":"instant","search_end":"2026-07-05","search_start":"2026-07-04","timezone":"+09:00","value":"2026-07-04T02:28:11.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_556d5967e6bf7eaf970085f0","occ_ea1e5d2a910f14c8a4df5267","occ_eefbba62c9d05046219eaac4","occ_da3fda49e95960247237a718","occ_6871820fac0b2e1581507e72","occ_262db9ad11274b46205a7127","occ_ca97a63ccbd4060e7158cfcd","occ_01e026d3eae41b0fc4e1a457","occ_4ebe1c6b7ffa8bbb1799dd1e","occ_204136ecf7bd1c666b9bad8b","occ_226680629fd24a444718d615","occ_81759a45f5765cb8050b328f","occ_3ac78a184986bcecaa5aae7b","occ_0ce3a2c998158ec600e91e9e","occ_ecd7df63edd841b3781c04ab","occ_b03ec3add86ef65b396a0905","occ_7e4ba9e8092f5d24a0a776d4","occ_ad4916689fbb1229625747d2","occ_25252d03d976c6b3f4169453","occ_2547ed35038437af91544aac","occ_a9d564af5a220d49a2facf0b","occ_263984cff6214194b5cba8eb","occ_c5e617b3119e8891c6bbe28a","occ_4cd933694960505b50191bdf","occ_b8ea3349aae465b5b320b11a","occ_d92f9f17af5fc8ade0cd07a7","occ_44ae9c4e2a6d407827ad332b","occ_f61cc8b43a0d9f7d1a9383d1","occ_1be6736b88a8f51e3c34b81b","occ_3c8c183fda28a50846e51574","occ_b2f5b51e3e455ff17f877555","occ_a0a66d5f6745884d5c73c97c","occ_a4ee0f163b190395b7d60a7d","occ_58fcd8f09922566354f281ba","occ_20a335f3bf9504fe485b82b8"],"revision_id":"rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","work_id":"wrk_97fc23be-d3e1-4a2a-986e-b33ae2fd0697"},{"date":{"precision":"instant","search_end":"2026-07-05","search_start":"2026-07-04","timezone":null,"value":"2026-07-04 05:44:59"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_7b894fa06107880c1e95ff18","occ_42b41a2c89a079232955a7a5","occ_a81f45e3872df2e9a3adf48d","occ_5f794a88b2b9083232b9f328","occ_3ede85dac5c3e6af6144e99b","occ_78e93049233ec234956a7b8f","occ_5875e764483a58e87c28f934","occ_525b4ab1955f8d4f041d46b4","occ_ed16da0d05d71b905a3a2dfa","occ_47bacaf8ae459b2b5b19897c","occ_d1e9e259193b1e23087f1cea","occ_af6da23be23924332cf75f91","occ_9b00f9d268ac1624ad9fcf21","occ_c96f5044651bef35e2e4e400","occ_a1802ac9bcab46220de9c021","occ_dd68afca90cdd4fe24cdd841","occ_dc844c2689b2bc8325c8e71a","occ_441f2c9f1cf70bdb8377d555","occ_b5d68d9ded8975c3f09c4e1d","occ_cf2ce9233d09c2859cac60b7","occ_22573e7ae4ebf2625c3888fe","occ_e4cdad163927282d80d93fbc","occ_2ce0f1f27df7103b5e096599","occ_2970b66fcfd890763e81982a","occ_a1832763995fbb70b08f60b0","occ_7abedc97d453a723cc2f572e","occ_c45c85b515f15dcca2719f25","occ_6ccd688a5ab3972211282585","occ_4623e738df8991f3dbb9580e","occ_4a6851f3a4f6bd3e7995bdca","occ_4076c53da36a5d3ff243fd15","occ_39304b731f56dafbb2ff2621","occ_e616e81b3cc55cfdce5b70a5","occ_5ae0fccf64e71bb4cbbfff6c","occ_8e97519f054e227357ab335d","occ_b4bc43ca8db05c16d4ec91e5","occ_24a30f0128f45f739a5f96fc","occ_38bf937e941b8d75a888e5a3","occ_10ad27508265d64ca656270b","occ_a879050dc329f810b1a51204","occ_cc3f36ad6222684e9e92b4c4","occ_7831ca23f4d2e9eac878f633","occ_4a8150fbdbcaa93dc9f85f41","occ_37330691c90ec2b33c8f82a4","occ_519a5b11f0254f70b6f63759","occ_ed031d695c18fba9602a9393","occ_0944e1cadcba34c625612f95","occ_a5227d0d13ec09158396678c","occ_f40382627708c603b29e6b53","occ_8bc3d1e7f8e84173c9ff585e","occ_61a2cba630c7020fe7402512","occ_1821d2eb9fdde92c28b6a02f","occ_2ec57a6d995d4348f0d77d5e","occ_0290a586a941d2a448f877cd","occ_81d70b70e5a211b6a52e195f","occ_5175671121f9291bb9c7332d","occ_9b57d0e61f5d0cb7897e8cdc","occ_af2f939b94281d2711c5558e","occ_5088a6231ed30e4b86cc2d13","occ_412371e79b66f11639dfa9aa","occ_e7963f12fa3da1686a9106db","occ_f9adb4451a7d9c770bc318aa","occ_953952b36e0c6ef48bf4ee5f","occ_cdcf445a25ecbaf3bf889c35","occ_7a1bfca28d8b99619cdc5f5d","occ_88a5f4da13f30e6ee5ef9f95","occ_fe11457bc81c84ed61861d6b","occ_d212853cccf6b2d0026048f6","occ_3a985b5f7352c0055f5feaf8","occ_3131b45d07ef0987890b3332","occ_9bbc53026a9a2192165a794b","occ_fdc1226f6d6ea60fe6e43cbd","occ_794e067fbc4b13e818d7fe87","occ_6e474ff8a3f7e9eef304efea","occ_b5f49299ba426b5a63999402","occ_c712ee2ce535ad3e7759aa6e","occ_c3561507ef46577bf87ac49e","occ_c97242127ac2cb80a79b7556","occ_0e6dd6bd9fca901c4713ae2c","occ_d8d2658e253130e9d2a857a3","occ_0bcb78830092e13eb72287e1","occ_369f5a8e170780a9af62c595","occ_dad8decbce270c05df15a488","occ_85e10cf723a4f547bb30943c","occ_fcacbf7e0d31b2e5b8f7bc10","occ_b0e493e26acb69c1e75dac60","occ_dd1af3efebd1ba80937eed83","occ_aa1b967401f284d980fb938e","occ_0eb01f131f89b538e8fda746","occ_5114e3b5a606c4e4633f4ff7","occ_5e97a49b4d6898ababbfa443","occ_0205f3177599363ff6a61abd","occ_0354e55b3503efe6ab498848","occ_4af4a6274e4d1e8297ced9d3","occ_a7ae889df729f897f58fb202","occ_6b9ed31d2fb3a08b4464c3b4","occ_303957944847987256757c0f","occ_8fabc7c28f7ea4ddda075e99","occ_8e1fbaa7af1bfdbdfe9c98cc","occ_9d1a0264165fdbd7d51d57d8","occ_63cca814fe553bfde24eb78c","occ_d83eab769c0d9faaad30c462","occ_1f17e7c4d7af922386bdced0","occ_d6bd6191cdf3e3342a3d9ffa","occ_73a3502314773ca456defffe","occ_bf775a62c7fb14aa392382e4","occ_a92ad208efd06c89888c6236","occ_67ea77f589a9ca3a92b4154a","occ_63c4f1ece8dbcf8efd839ba0","occ_5e5ccd7fd112f25cfdb711d7","occ_3a92428c6a038f55d5f72922","occ_85f332ac057e7b3c0b0df4aa","occ_29f6baafe1ef4c39c1fd690e","occ_114077048c8ade32729a65cf","occ_eae4173d09829811bf54fdcd","occ_bcbcf520c42aae1183f32cd4","occ_9b4485317ae05bc81178f3f7","occ_0398c8011ad9bdd259778b70","occ_0ac3f709c44dfed0d90db703","occ_e0c9037bc161ee7ddca4cd5c","occ_2c7aa444667bb70ae9f181d0","occ_7002486a9ec5cf96e20f7902","occ_a8f62b62416b5738fe331dae","occ_9a934a102dc90181096a3308","occ_73e7759869375311384a7407","occ_04021975e65ae27a4d625b2f","occ_fcdd334b946db8b037a16d18","occ_71e50a0eec3ebc92573beb0c","occ_ecbb415560e99cf91190456e","occ_c3ada3269a53a0f6ca99cf4b","occ_fbdebb3e3ecfa3fdb056b783","occ_445563cc53657197ae5a43c9","occ_e05aca2e7f388441f9062661","occ_ed67fb1796dd732ace103150","occ_63bf1a565250fc0c63adbde3","occ_4ce5df82fcde1c0bbcc39d12","occ_763b475625732f6550cb731e","occ_eda275af7a72dfafef9022ae","occ_d327df25ca82c140b994cf5b","occ_bf8ce6e50598112c4c0ad2fd","occ_6782e857f44a4471f7a50bec","occ_8663b22ff01dc0e57694bd59","occ_5e363f3bcf6e2303864117de","occ_99698507026bfc9700d63ea1","occ_93e676ba8ff462136508b021","occ_68ce714079b9d081a65c12ed","occ_bfb2ace9df1f3e6a7e31915e","occ_8884fedaec0416f9b6d53109","occ_cff1de3b1615c0492d46e6b5","occ_a309d4848b666424693f6f93","occ_885265b153addf0673c9f63b","occ_aa58ed4de7a6a05d14f959eb","occ_a4bc7f3521ce2d30f54db094","occ_337f9726ac24eed3ca2bfb3c","occ_779c0cc987008e5873957c2c","occ_be58dc128e3659201db1c7fd"],"revision_id":"rev_a4cce969-13d1-46b4-be66-954788627617","work_id":"wrk_2beaf3ee-732b-4a38-b298-4a26d607c8fc"},{"date":{"precision":"instant","search_end":"2026-07-07","search_start":"2026-07-06","timezone":"+09:00","value":"2026-07-06T23:49:05.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_69560f733223c8274829a93f","occ_9b51b5e540eab9ad9d8feed3","occ_3eb6111cb0adf452097263c4"],"revision_id":"rev_a199924e-5c69-4344-bb57-0e0a36cda082","work_id":"wrk_025fb061-467f-4f76-974c-2b1ecbd5a160"},{"date":{"precision":"instant","search_end":"2026-07-07","search_start":"2026-07-06","timezone":null,"value":"2026-07-06 23:49:05"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_85a8b771a830db140e5a3b73","occ_4c1e5380294e24a4a5701d15","occ_084254c217466dddecdd6bb5"],"revision_id":"rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","work_id":"wrk_e9e75464-bed3-4605-8239-b70c2bfeeaf0"},{"date":{"precision":"instant","search_end":"2026-07-08","search_start":"2026-07-07","timezone":null,"value":"2026-07-07 21:03:52"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_74da3f3f32d519f86c2f96a0","occ_a964e3729ba35d750a60dd55","occ_32f8b6876d4cdca6987cdd33"],"revision_id":"rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","work_id":"wrk_1c297a15-bc80-4f59-ae19-6b025b2c95a1"},{"date":{"precision":"instant","search_end":"2026-07-11","search_start":"2026-07-10","timezone":null,"value":"2026-07-10 21:10:15"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_e9de5d63090f4a6ed5ba40f6","occ_6e74502076d966ffe7228be9","occ_a6de6b95f3f82ab21a17f9d9","occ_e33b2dc266393bf82d2e2891","occ_400567eec1cd2957c373a413"],"revision_id":"rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","work_id":"wrk_dcad52cb-128a-418b-a311-a794c37abfc3"},{"date":{"precision":"day","search_end":"2026-07-11","search_start":"2026-07-10","timezone":null,"value":"2026-07-10"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_a4f9c6095f45e4f8e5bd3be3","occ_aea5c98a705122275e014e20","occ_ce656c16c096a104124c29f7","occ_85a2969dcaf4def872802eaa","occ_9c3fe499b4362c2fd675c4a7","occ_13471f80a5eee1fd1c4f1f06","occ_276f77402326a8d8161f13e8","occ_5d38c583a75acc613c58d98a"],"revision_id":"rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","work_id":"wrk_47518fd9-227b-40aa-9d34-6134336449b9"},{"date":{"precision":"day","search_end":"2026-07-11","search_start":"2026-07-10","timezone":null,"value":"2026-07-10"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_8b5fadd4ad3120702f1d955b","occ_3716864e99a877674de8152f","occ_9a8da29ca5d5b7f8584f1308"],"revision_id":"rev_ddbe7777-4c06-4736-a565-b1f544e649ff","work_id":"wrk_83bf9cf8-cdd1-43de-97ff-cc1a6b5bf6c6"},{"date":{"precision":"day","search_end":"2026-07-11","search_start":"2026-07-10","timezone":null,"value":"2026-07-10"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_48122ee44ef805bde1450df5","occ_ab0d78a7409e4230946fc8be","occ_74377322653c93e543b0ef02","occ_3b0788d7f94fe8bd489cf9d3","occ_fc3942b91bb97c69720789ef"],"revision_id":"rev_eed892a0-f77a-496a-bd60-343ac50f5809","work_id":"wrk_6bbf0c3f-2903-4e16-86da-9b8b9eae06c6"},{"date":{"precision":"instant","search_end":"2026-07-15","search_start":"2026-07-14","timezone":null,"value":"2026-07-14 14:41:15"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_92169cbd55564d2f77880901"],"revision_id":"rev_25c19733-e8bf-4666-a96e-91917803878b","work_id":"wrk_d1c18d7c-505e-4f07-bfb5-ac5d6eb8e10d"},{"date":{"precision":"instant","search_end":"2026-07-15","search_start":"2026-07-14","timezone":null,"value":"2026-07-14 21:27:56"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_03f7619c7719653d13b7f771","occ_a572ec1d2e9fe055f0ae0ce6"],"revision_id":"rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","work_id":"wrk_cf92e285-09db-4e9a-9a37-a886a43a8bcc"},{"date":{"precision":"instant","search_end":"2026-07-16","search_start":"2026-07-15","timezone":null,"value":"2026-07-15 15:44:42"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_d6d900996c08b476999cddc4","occ_4565f9132c6c25a88b3bce1c","occ_26505ecfd06c6dc6c3afb49a","occ_d223a01c244616153a0dda8c","occ_6df861af98d9d0f0f56a0aa2","occ_fcccd3f8e281bc53c7fed728","occ_b8e67d3c670fa39a138b2abd","occ_764a388da07398b9bb313d53","occ_b096edd88c2a366939e73b4c","occ_13ea5fae16ee2d5f0deeb8d6"],"revision_id":"rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","work_id":"wrk_f10d5b53-68f1-4910-99da-a417455c7877"},{"date":{"precision":"instant","search_end":"2026-07-16","search_start":"2026-07-15","timezone":null,"value":"2026-07-15 16:29:43"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_35511ec0490d0bdf082043da","occ_df63bd09e8ba87dcf1ea8f89","occ_01a612b385cf88b2ec15bb7f","occ_29b9329f82afda7ee3f31d2e","occ_5e0f11b67d8b365cdff2a202","occ_5060681a72701b0e7a97f821","occ_52d7b292271d87722aff6eb8"],"revision_id":"rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","work_id":"wrk_d8ac95cd-fc69-48bd-b1c9-0f1180c20086"},{"date":{"precision":"instant","search_end":"2026-07-16","search_start":"2026-07-15","timezone":null,"value":"2026-07-15 23:53:46"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_a0d81d7ac9b8fe8c0b26b0d6","occ_495685641b09418444a35822"],"revision_id":"rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","work_id":"wrk_c758193e-1b38-456f-813c-ec485338d79a"},{"date":{"precision":"instant","search_end":"2026-07-16","search_start":"2026-07-15","timezone":null,"value":"2026-07-15 21:42:22"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_8623701768e87604cc663c83","occ_86437cac983e0c8d1398f624","occ_8dec220abf7bd3f159f8daf0","occ_b2655e1c1c8374106d5c2d80","occ_d24455001a9fa21e39b82639","occ_9b72f094aff068add0fa859d","occ_01a46e218c8331d12d14002f","occ_21d536288133d9acfad34cd3","occ_ce8793401fac61105bbe9d38","occ_c9e5d4a0c15edda841b128a9","occ_3ddb0cb536392b0c59b92431","occ_b9b15d278e686c3b18029c81","occ_9a82660be6be1a2c1ddeb090","occ_c70ba616f9b210d5af12d66f","occ_c448b47a3fdf32f1ecd8ca4a","occ_8b4b526f3c48eea512dc1373","occ_5dccb1d515ff3a0cd8c82456","occ_3313525ac5cce0a99c484008","occ_7cf9df976ed1757c6090490f","occ_e95516e83aed382321780c07","occ_a5f195b231beee72437d8b2d"],"revision_id":"rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","work_id":"wrk_d32481f4-3a5a-40d8-a817-86b115c8c4f4"},{"date":{"precision":"instant","search_end":"2026-07-17","search_start":"2026-07-16","timezone":null,"value":"2026-07-16 17:14:16"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_e0a7871c8269f4405ee48bb0","occ_a72743f461f8525321e643cf","occ_988d44601b957af619ab43bd","occ_9c543e037116a8507d863ea2","occ_df4107ad859b1d3d958baef7","occ_acd9a31bbf157a1bff3c29d6","occ_789522f0a4fc0ff6f9416d44","occ_e4bc6efe6bba4a3558b4abd1","occ_edd4a0c09a1b47729f14a2b2"],"revision_id":"rev_4802c0fb-3eae-453b-96d2-1237f0009713","work_id":"wrk_02b6e758-a5fe-4b66-a620-6c322b16db7e"},{"date":{"precision":"instant","search_end":"2026-07-17","search_start":"2026-07-16","timezone":null,"value":"2026-07-16 02:28:52"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_cf5861fac645d29e2dca597c","occ_614449cd48aef1b4a845e271","occ_4fff315abe51cdab84d7632d","occ_cbfe6b12330a8694ccfe301a","occ_3def6b2eb170098034d61729","occ_0d93d69a004f8a11a0e57a9e","occ_a7639e0c0e3b790f4873e05c","occ_1421b20aaebeff1ec8dde44f","occ_b843ec24ff9e08e2be39a06b","occ_27eb34218304d51b5cfcffbd","occ_05bb2ee9728b7fdef2121801","occ_ff1e0025a711c7e4dec044ad","occ_cbbc78eaec329a8df5b4b90b","occ_bd23e1877d860c3310e6f8e5","occ_b59995724b7da0b651556356","occ_4924e57861cd84fad2fa0f32","occ_6b71ee7ede3e6f41757cb040","occ_d83a414439dbd4bbb2a0175e","occ_128c89de6f1b71e2ba42055a","occ_19db5715740bce2e2e1f6215","occ_8cd6b7c6a513dbbf7922abac","occ_33ad07bd1b46bcdf2df0ec4f","occ_a4cbadac6a30be99573762ae","occ_39d4f66c2762dcdef7868c29","occ_5cd86d9df1be9a82d3e72949","occ_482cd0886ea2c358915f9bf0","occ_ed7802fa6dfd64953bca9336","occ_c66563ff09f57f07cfd7fba4","occ_87351ad152cdaca0eedf7367","occ_beb7f095bca9b6e01f194091"],"revision_id":"rev_5ed1cac5-83cc-4660-89c7-643aae40960d","work_id":"wrk_5b8f2ea4-f2a5-484d-9b6e-1ec16d2a1a3e"},{"date":{"precision":"instant","search_end":"2026-07-17","search_start":"2026-07-16","timezone":"+09:00","value":"2026-07-16T02:28:52.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_4d42d53cb6a77c976096ce8e","occ_f1cb05d357c226c24df028a2","occ_a93bc75b6195c711c9dcc61c","occ_1f26baa95b253be1f4461872","occ_c3470e760d2246b0afbbc9bc","occ_d72135d58acdd0bda74e075a","occ_7323ab650c86b3728e02e2e9","occ_5d0201d26480bba40fbf6e4d","occ_992fb4a6def41b88f41333b3","occ_a5fec5202626f4cc8e209948","occ_667350331028ecfaae9cc740","occ_3bd119d2bb4b80cf741f3111","occ_27a289608f9651544efcec9c","occ_225140dd1a80b2765f3bd997","occ_646e627ec46d47c8f907f072","occ_f6e06789ebf004229a96d3cb","occ_ec96630f882276baba2778f8","occ_6d56d8cf3e4e6e4e2e4e5881","occ_342749de368d7a310e165176","occ_c6e49db0d9f24aaa1578f388","occ_f1b97acd5b618caa92042c85","occ_bc903f1e46b1ecbf7aa38131","occ_283254cd40e76d7959e6bc97","occ_13ea0ae112817ac9eb99886d","occ_d5cdb9b3a4441077fc9f533f","occ_0bfdeda9d80d6d9a70e89edd","occ_02c6d09b2249d7e358205321","occ_82cb0f508ead27ed0da7cd4f","occ_85812c68783a170b9c9e523f","occ_29f40afe2502d9d61fd20b6c","occ_f44846151b28b4070a495b82","occ_426b6eb7e016f3d630a34015","occ_9fd8dfdf244f9dc89f126913","occ_40903bf5180e1b97efc2ffb1","occ_c3b228594e7e71f54c8908fe","occ_8e6d82f5a9dac1a973e804bc","occ_3e8e59d12e0b31b2de6662e9","occ_16c55701b3869f2ba6e2161d","occ_e4c8b5dbfe80813bf2eab7f4","occ_6850feb9062e01325d8fa4f5","occ_d030591b8907256fad757fb9","occ_393aa4300f45a898f38afe91","occ_e3ff8a171f4566c433bed2b4","occ_2bc2bad5f613df22400f43b6","occ_6ed50d84121ac7e6897ba046","occ_cf23e54fa018420ccccbd28e"],"revision_id":"rev_a3938e39-c989-454c-9e91-c75a6d9b8277","work_id":"wrk_d932af79-c726-4edb-b80c-7dd5b33ae877"},{"date":{"precision":"instant","search_end":"2026-07-17","search_start":"2026-07-16","timezone":null,"value":"2026-07-16 04:51:33"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_bf41ba327a16ec4a68cda904","occ_024196bac1c18a3019dcbd5c","occ_cf1f416c28cc8d6bbb6f4e94","occ_2a69e45b7ded450a9de6b592","occ_3e73adf8f2652bd3efe1e8ab","occ_13248dd8a6cdfadfd1aa3bf6","occ_d2df3627b9ec3f69ea20f36e","occ_42e1e47208e0675856c518e2","occ_9e4f25351d1ac44daf25cfb0","occ_23fc1324f82fda9b1bf5f4bc","occ_2f0bf2abaab90919cea535d3","occ_bfa9d02b256f3e274a1cdc51","occ_a8d2b28d5e9d0a8a8e2fafca","occ_af28141e2d4c3c0f7068bf91","occ_71d3b0ad0146bee420c32c34","occ_9f1dcaf087f95580fc91df24","occ_534ba224ffa189b4457984e2","occ_7336cfbcb8d1a783e5f9482c"],"revision_id":"rev_c720ff79-9532-414c-ab0c-c6caec3e9331","work_id":"wrk_8d913e5f-cd3d-4488-9ff4-07fe3dd89c98"},{"date":{"precision":"instant","search_end":"2026-07-18","search_start":"2026-07-17","timezone":null,"value":"2026-07-17 02:02:40"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_614ca4d376d1ef17ad5173fd","occ_7ec16f597c20ff267db7da79","occ_0c0da310ac554c18cacc057b","occ_aaf405755ed88b40b54a8a61","occ_9c53f20267ee804f26deaa04"],"revision_id":"rev_66313feb-6eff-400e-94b9-3dd889eabe3e","work_id":"wrk_75063f69-d242-41d4-aaa2-d86b2bdecc9e"},{"date":{"precision":"instant","search_end":"2026-07-18","search_start":"2026-07-17","timezone":null,"value":"2026-07-17 09:11:21"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_4a1fc0b6817688e2a5457962"],"revision_id":"rev_89aecdf6-89fd-445d-a71c-7e189e82904d","work_id":"wrk_ba5a7d4f-28ea-48c9-9ce8-ad54ea806099"},{"date":{"precision":"instant","search_end":"2026-07-19","search_start":"2026-07-18","timezone":null,"value":"2026-07-18 23:22:25"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_f0c0a4e517cdf4531796a26b","occ_050b639e29bb1cb8f7c520fc","occ_4007cb01f71dcf4c1a7bf0c0","occ_4f0ca520a1ed1901b6336711","occ_7eb94d45ad32790d1dfc23a7","occ_291ab54da0f4c51c8639c028","occ_2b0b0a5843190ff3f80eb2e0","occ_5daeaae6dce896862b4208a0"],"revision_id":"rev_793e83db-98e9-4062-b995-36674ef0d72b","work_id":"wrk_3360cbbd-2ca7-4c81-b55c-c9ea15bca260"},{"date":{"precision":"instant","search_end":"2026-07-20","search_start":"2026-07-19","timezone":null,"value":"2026-07-19 01:52:49"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_dc6f2259013be84ea1ae9bea","occ_db14462aeb0e7c83a6c417fa","occ_4c92e731a69f074f4c5205f2","occ_da56b25d89ba71c7be9c07e5","occ_6af8de2c52087810962ae542","occ_cba6f19e17f7b4928caa03d5","occ_73be42f2f024c4a557eb871d","occ_17193645d669cc9373624955","occ_5d04c0bf1bf7bc41419a788a","occ_017d664528f8f1dc1e2f17c5","occ_b96978634ca4166dbb1b56c3","occ_727d7d06e201b4de36869107","occ_c0d46f45fca0f1bd01fb044f","occ_a0722f510386e2c0678136b7","occ_ea0a4b30cf826f5c620d0382"],"revision_id":"rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","work_id":"wrk_0d59b917-4500-410a-8f04-11e61ecb4938"},{"date":{"precision":"instant","search_end":"2026-07-21","search_start":"2026-07-20","timezone":null,"value":"2026-07-20 20:41:33"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_3596474e50cd4e5f7ee1a3e1","occ_ab6beb6d4b94ab470a05eaac"],"revision_id":"rev_098e8803-5806-4df3-818d-ad62b9126a33","work_id":"wrk_bcf730dd-eb3e-4ba5-9ccc-9496775a234a"},{"date":{"precision":"instant","search_end":"2026-07-24","search_start":"2026-07-23","timezone":null,"value":"2026-07-23 21:46:50"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_a425166e1bfc9566308339d9","occ_f2f98015f7a889bc44a7830b","occ_4b72b9d903de1501466a7679","occ_26167b17f1b8df6c148223eb","occ_3ef4cd1a693a712ed99e799f","occ_4b7a2f3c31c52b03e242bf7f","occ_bd0c3ffc5ecf6d2e0e00a7a6","occ_7c073b9180bde165536d6abe","occ_87f11e5ea0ddc51202f8e83e","occ_65e8a2c3f28ad6f1ca8fc254","occ_f95b9ee1c1ca150559c385d2","occ_b7dfe0ef3c0f36f32e7b6903"],"revision_id":"rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","work_id":"wrk_647f2c0c-6a45-4606-99f5-20a7fae8175b"},{"date":{"precision":"instant","search_end":"2026-07-25","search_start":"2026-07-24","timezone":null,"value":"2026-07-24 00:09:31"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_0d6d39b92c21e47282574b65","occ_6761930366d342c32d8ddc9f","occ_84db6146b2fe2d494768c57d","occ_3c6308254436901a299be02e","occ_aa8c286814ae37eaea776d2d","occ_7f24506a3af8c67cd4284548","occ_c677f9254b7d98141f697aba","occ_58f11a4925d9098e21f5d1e4","occ_855d0e74d6f476feb0848b63","occ_6e987762f7d94646eca06a6a","occ_d218de8c79331b7c015b82b2","occ_df0acd4f673ca210e7960909","occ_f323831fa9f19811a8bd3605","occ_efa8f43dfb3269e6495852b2","occ_0727c7d90248a59473ccec00","occ_5174624064fa7f86aa8ddfe8","occ_ac8e50e1e186101b7d0121ae","occ_14dbeaad53098032aeead601","occ_e90b09b58fdcabccd989c8f2","occ_e1d118fd50e7096e74ba9e32","occ_6d4bd44876ed389196940499","occ_28dde74aa7d97575e8ff7cc6","occ_5b57d980febdd20ab455d6e5","occ_d1e69ff9854bdee8a375ad6f","occ_d882ab7713b06a83f1e83369","occ_1f1f34deaa54bd33302a6193","occ_041b55b8ee37e0230bd5c7e8","occ_f5d6e9671537963928be4bbd","occ_b1694cecaac1b5e0e5134219","occ_dd0e835918574cebabafcba7","occ_0cd61b6998fd68b16acd115d","occ_e45756286bb388cc04a5d1ff","occ_3def6cac46ead8d1e830a3d6","occ_253bd818bf6c7412300bd903","occ_7d988ca5660b23e4b7b8cfd8","occ_8f47d7c5d254f61d626f22f1","occ_46b67777c4b36573c8f0b95b","occ_6781321a3ec5cb3d11e53823","occ_997e50059b4cde2a37ef6faf","occ_7bf32d648ec6a90b2b3eb871","occ_481e6d6d91b9e1ccd5cb07a4","occ_e47a6a53d60010ba7e04ff6a","occ_641fb5f2b887a8dc85ea299e","occ_495e5b44cc97842590b0254d","occ_8f60f49173a778b29663f51f","occ_1a3e932ecd59abb6d8676512","occ_2b2406732c59188b2316f392","occ_2985db56f8841b8c84ecf513","occ_ac7be3fa642828161498be65","occ_bb66af9ab839381988fff2f6","occ_89e7c999c8c84c93aa309c98","occ_49073f7886254d8201fef2ed","occ_cff184bb9b39ad6062904235","occ_bbeaf193602bf385115b7045","occ_e907ade7a8a429352c9709a7","occ_ab6a722afa421d22638018a8"],"revision_id":"rev_1246df84-dae2-49be-ab7b-94b8c8902078","work_id":"wrk_850e2d1d-c6db-443c-b02a-baac2573c6d3"},{"date":{"precision":"instant","search_end":"2026-07-26","search_start":"2026-07-25","timezone":null,"value":"2026-07-25 22:39:55"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_97a6501eb0106953b28f3a95","occ_d24d209043f4c80f903059bd","occ_7deff6e79cd2de3443415326","occ_484d86fd9fadcf9406bba014","occ_f68babf6ebf307166eefe7cc","occ_efa54d02ca541d477b88cf55","occ_8635814c4f62fefd0fadd367","occ_535eab2ac8c043fd90874b9f","occ_24baad574a52b290d5a7c523","occ_3e19c7d7a1c936e5073e4865","occ_09d5e23a7152e0d7c25892d1","occ_5adfa267342f3b6643f7dbb6","occ_b6c5a883c97778a6841d13e1","occ_557afcc44b7287cdac657e25","occ_181d303161928f2be8893d18","occ_0fa1ee8aa87ff796dcda31f9","occ_eb22f1483313b2c9bed750c1","occ_2ca85125f8f6c0cb27c66729","occ_85dc5a3e13ba3500a6c423c8","occ_85007f189b917c91a2fe789b","occ_a981e47f5ca8e10a58069dad","occ_e7b1b0ca75f8a7b18f19f9c2","occ_2590fefd446a2e6a271fecec","occ_65a984b246905523084d4a60","occ_ef47f1952e54138164d4b60e","occ_1e46f73f4fea54fc3aead25f","occ_0981aa033aa2b0bccfeea052","occ_e96523d5c29ad2c5c726b83f","occ_469e44f7bd755d4b8215a280","occ_0b4f6142c476ef52cb28e626","occ_93daa5e1bae7831f2cc8acac","occ_dd7b378832d8e2816951e85f","occ_f063baed38a15efe43633120","occ_9e0d8cd234700986aba515cf","occ_89485879ddcead3f9ad5614a","occ_3a0ef377946e59ab9fc0db3e","occ_e5317c94f4998e5965ef085f","occ_cabd42b2b6acf5f19a28814f","occ_f7e20ce467689bf94350293d","occ_05695bb724cdd91984a0eacf","occ_f8be102586c8565a259aa821"],"revision_id":"rev_00217178-ae5e-4e98-87ca-c35048af1ca4","work_id":"wrk_6f50f82d-878e-437d-81af-1073e3707af7"},{"date":{"precision":"instant","search_end":"2026-07-27","search_start":"2026-07-26","timezone":null,"value":"2026-07-26 00:17:26"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_bf8ed4f9a468513f97054435","occ_41570d0ec2c76ef70317340e","occ_4f74de8016a976b5fa1b2e8e","occ_c769546b205e75722329460a","occ_e785e02a9c02ae3b83d3fe4c","occ_46ae01b7caba06076ee9241e","occ_92bcc650d505860e69d332f6","occ_01b041dcf9b0f9f314e23b09","occ_23ffb36c16cad0dda9bee1cf","occ_f836ffc8b9d18f4dbe5a269d","occ_31079606aa5c79cc17e82044","occ_7e631681a930e27f5cad779b","occ_1994bfa1e330f2459cdddea3","occ_e0b437618a3fd77d44e5f2b4","occ_80ef2b92e437fac29b6c1096"],"revision_id":"rev_57995821-c471-42b5-ae3a-f989b7bd06f5","work_id":"wrk_ffa6d69b-69a7-4979-a51d-6b89aa7b0ff5"},{"date":{"precision":"instant","search_end":"2026-07-30","search_start":"2026-07-29","timezone":null,"value":"2026-07-29 23:58:25"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_31252138d1c6252c7b1b9d52","occ_8382604c28470302e9016ddb","occ_70de0f2ae5a57fbc12d3a52a","occ_d35d31b6a5c960563fdfea64","occ_2288018b55775fc5270c44da","occ_dcca82e87f281decf8016255","occ_bee3527ea58e1fda95b1ebd2","occ_ce20386b242b5072c505c0a5","occ_f8fbd226190b643eaf593169","occ_e0d090b7ab01de5f1760c371","occ_e06fc3a017d07859f21adbdc","occ_2323e75f8c5992c97182af57","occ_44ab4184853e1fc749d24deb","occ_53cd80e09dea9a43e836e482","occ_7d86359e86c2a4e968131edc","occ_701a9bbc9f5295e53fec19d4","occ_7fbfcadb360f45a1bae5adab","occ_83b0a64372d38dd85b3f4bf9","occ_7883b00a57ef6100de69021e","occ_4d50af72be0975452de65180","occ_2a790fd1a59641b7a5802c20","occ_9098c12022ffe9c3726453bd","occ_262810e0a246032121eca380","occ_e2181a3381105ef0f3cdb2c7","occ_7a6e991252bba7fbef15aba4","occ_21566149b330541cc9325add","occ_cca996966ee9571d48959e22","occ_808ff9feaf43d8b1b04fd749","occ_cc66cd2f470d03e5284b4347","occ_d5ba81205f9ad3f311ba28ae","occ_88c3d7afc919faccae10a2e3","occ_d31e8db5322384435682c7dd","occ_452b6a4ad89e394ffb076ebc","occ_d9b8a773553f36d63843148c","occ_245e0e1c75b4fea24956ffdf","occ_5f6b12c943da2cc28b8459de","occ_7367d4be6a10bede0514fcfb","occ_f4c2c8705607bbc246331194","occ_33d3d5b24ec5122f51b2bb5a","occ_7803716407755b74ad4d8dff","occ_520e1d998738c5ab747b543c","occ_2c2e8fe22563dd0f60a40732","occ_e04908247c11372f1aec11cb","occ_7bf9decc4cb94cd30232f4cc","occ_f81ff525a7389485f5a5f4b6","occ_f5a4ee8fb97961121dc09cf8","occ_93d8a1d903c24ff1a6dd664a","occ_3a05ad71357fc279ec77c7db","occ_051947b9a77d6ce780508e4c"],"revision_id":"rev_fd5eeabd-4433-491f-b463-c900cf908355","work_id":"wrk_d47ffc56-09dd-4f57-a300-be2346278872"},{"date":{"precision":"instant","search_end":"2026-07-31","search_start":"2026-07-30","timezone":null,"value":"2026-07-30 19:33:36"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_f9a4cf616873f45c35e025c1","occ_39bca8a070b962a9313f80c0","occ_771efb1857e2ccf094621628","occ_6b9e949f092dc30a9ff475b2"],"revision_id":"rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","work_id":"wrk_6b2d4c96-c0d4-4d57-8d9e-9077ea538a79"},{"date":{"precision":"instant","search_end":"2026-07-31","search_start":"2026-07-30","timezone":null,"value":"2026-07-30 03:22:51"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_08d4aeaaf7b326e57b1a62b9","occ_ae2c7e3df24e650922686131","occ_c01103e0c02336a28eb7b8b4","occ_ffa905c4f63ec8f83cec71ee","occ_585c3b514a1db42c737c2457","occ_a598d8e0c07942f9b1469ef6"],"revision_id":"rev_9c10c6f9-4055-4591-a368-74112c253a08","work_id":"wrk_a91b4c62-c6f7-43f1-8bc0-9224e28ea11a"},{"date":{"precision":"instant","search_end":"2026-08-01","search_start":"2026-07-31","timezone":"+09:00","value":"2026-07-31T11:07:53.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_8a0231a11e3fc65cbd034d00","occ_8ee7e4c3a4183b9c1b4e0278","occ_ea6a315ba1cb5c60b1b20699"],"revision_id":"rev_65271768-1b9c-4fbd-a486-d503b37eaf9a","work_id":"wrk_3d2e988e-cac0-4000-b005-9292af7ac61f"},{"date":{"precision":"instant","search_end":"2026-08-01","search_start":"2026-07-31","timezone":null,"value":"2026-07-31 07:30:01"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_a9606adeb72b1f2fee0aceb2","occ_f68d8a17ccc3e85add8a4296"],"revision_id":"rev_94f3d3d6-6b52-4f98-89a0-318fe428f5cb","work_id":"wrk_43737b34-e6d4-44d7-b140-1cd6aacb15fb"},{"date":{"precision":"instant","search_end":"2026-08-02","search_start":"2026-08-01","timezone":null,"value":"2026-08-01 15:36:29"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_7b9f93043e46c0e47302ca68","occ_323a92a60010b93870862b77","occ_2bccc73febc23f793afaefce","occ_bcdd4e2f5417d034e5b38636","occ_2597cb9f8d9678b5a5a31b54","occ_cb798075d9a3a12cad53cf88","occ_181f55eb3f2440e4c059dbf7"],"revision_id":"rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","work_id":"wrk_eaab3954-2ccc-46a2-902f-fbbd679471b9"},{"date":{"precision":"day","search_end":"2026-08-04","search_start":"2026-08-03","timezone":null,"value":"2026-08-03"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_1f2b0f6a5cb579710c187f29","occ_4676b564c985078f9f79fdce"],"revision_id":"rev_bcca5c5e-94f7-4bf9-b249-187454f09a22","work_id":"wrk_77df700f-3c41-42ae-ad85-1b2c4392d920"},{"date":{"precision":"instant","search_end":"2026-08-04","search_start":"2026-08-03","timezone":null,"value":"2026-08-03 16:28:45"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_b2a4e564af02ed460c23840e","occ_bc3e2602c9e8e44876fffd90","occ_5e1da1919a9a9cb19c1c0f61","occ_c8ce504734a136acb5ef2b95","occ_18b31905d28f7facc8ba751f","occ_910c9b0c03ca4a1a61437317","occ_e514b80e2eba7f90ebd5bbe7","occ_e1b979c7188c757bc8e471d8","occ_26778dea732d9062e3581027","occ_5fc5ca01c206228f26a6605a","occ_f666df55bb3e64e030a50952","occ_93c05316cab764bd2db19fc2","occ_822529abae28a3380c286e7b"],"revision_id":"rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","work_id":"wrk_ba0d2481-72cf-412b-92be-570c7d9c07e4"},{"date":{"precision":"instant","search_end":"2026-08-07","search_start":"2026-08-06","timezone":"+09:00","value":"2026-08-06T20:08:28.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_cfcda3440713ad0266ae9d26","occ_2fcedd8f6e62947a55444c6c","occ_869e662bca5b1cb04c252d6b","occ_8bb73d9ecec83592deca7627","occ_4889d5aa513367a25c152970","occ_cf9a9542feca53cb3bd7c0f8","occ_163d7311cd232dff40f2ba84","occ_f02bda042e57bf395f1ced78","occ_baa643dc8a2cf33ebd7bafa4","occ_3c61966440b1d8fd421f935f","occ_4d88905dc5f4e62dd65f2221","occ_579053d27a7bdf48a802159a","occ_ecab92c9f1fcd47affdfab16","occ_665bfa60f34520709ca6cbb7","occ_90fb20e1e25863e1c4c348bf","occ_dc0ecaf842af6d4679d3ab14","occ_1630f3f2f67b144d0ef745b6","occ_95445e0325f57a27ab6e7664","occ_e8eca2473c39cb224e4a56b5","occ_1c82da812b524027e24f37b5","occ_1da49632ff61289762eea3da","occ_1beb63e26850d75162d23b6f","occ_b316f0f46217c8f6a5b10613","occ_1bdc05c35b3f0f89a10e48ab","occ_467cb1a504003ff9679ee5c2","occ_34d17f9620b8492cec45608a","occ_38bacca3c8a437097bf2ff25","occ_756c204111daa950403e2786","occ_7ac8098dcc92a04e83863822","occ_dd1a691ccda8295992b6aea0","occ_f2904e09cf44cc5fb95017b2","occ_26588a1f07c700b4d37eec74","occ_9fadd3dc1c5e9c9712f5e70a","occ_c79d3724b50633ef71efa5ab","occ_98312dcb2d550a0880b96b95","occ_7759476e4d532062a51eee59","occ_1f26665e4f0a83097a622503","occ_a6f57723dbb6d29ead34444e","occ_26b53167c58e8b80a6dd004b","occ_37b525210299d1c62a5bf967","occ_efe99a0e04668bc26333bc08","occ_f8b2074bebeeefca8583af12","occ_64eb60384d7628f0c76607ed","occ_d977674c2368a8f6d6ca92bb","occ_bf3f01cd29e5b64b9bdbef85","occ_d8a6fb012e66e07d0d4a2aff","occ_bdb07b082a428b5599ca2b80","occ_d2fa7c08469846717e8b8b6e","occ_a9beadfbccbcb3aacace6548","occ_75496a1baf3fed2b63377055","occ_35b1d6b8ebdba95d02643cf4","occ_0841f434fb697c5ace1dc27b","occ_1b493e2643f130b9da61063c","occ_7ab9d101c30dda4d6d2b81bc","occ_2c819680ce4ff0711c1bafee","occ_202470db7c99fc02739610f9","occ_0f1ffbeb44e44e3183b915a1","occ_170b425aaf773c0221632660","occ_7f78aeb685f62a79a49dfead","occ_af9fbf357aef3b96da44b665","occ_a63744ebf93fcdc3103dbc50","occ_3030a40e23be43dedc6aff5a","occ_b8508f82a56ca5a9c9042abf","occ_f4607ecee0e66aadf46976e0","occ_ff5a859c393b0058cc31db64","occ_5635a10596718e53281142a3","occ_bc176ccb68e92b8cfb51bca6","occ_e44b71c1077a763a5c7d4bfd","occ_c49f48f00c476292a8751b35","occ_1db986c015c115a43b10fab9","occ_a4afebbadbc5ea981b960301","occ_e998c84262df48b37cd5e33b","occ_e742ca01f9af9628339bdc6a","occ_40a10e86bc8600220a2cc44d","occ_23432a6305a68df957de726d","occ_725695a35e86548c5708eecf","occ_088bbf564364bcbbfe8d0246","occ_3c136b4357d8cb74395ee0de","occ_0d77da888f82352fcdf11d4a","occ_68b2ca52a6e1e29cf9d3f290","occ_5714cd4d969e4924b47a0fa1","occ_398b1c2f9e62c4550ffe7153","occ_0bf6cc285818823b4affb863","occ_e1ea90ef8abe8559d11af77b","occ_dac6b262ade6cca12e44869d","occ_ac0013b86b8f3132b8d56df2","occ_0c2a75804c5de1bba42dce70","occ_404f76f9c377e4d5cb30ad93","occ_4eb1c11426f109c050eaf552","occ_5afc998c500bfff0e144fcc2","occ_b0c7473637b6c507113c1c69","occ_73078c121dbdd81418c5e6ed","occ_d48e775810c73843327a8e7d","occ_c3cd3c766f8635eedb41f4c1","occ_d90ffe606e5c92f12fd1c3fa","occ_da58b8784c839f8b8a82e992","occ_a250ec675328e089d370d2b4","occ_f913f9cbabc360fbcaf5f1a2","occ_696a77d65a6d94baa7885108","occ_1564495fb28a46f2965b4967","occ_c2ac38790c38900283fb02b8","occ_ccebaae45ebb9040c4e7bb66","occ_22db0e52e72d63cda548812b","occ_2da9150c8752645314381334","occ_6c9cc5f8b5923f42433c8de8","occ_3322f9314f13f220cdfcf18d","occ_5f2fa3857ac3986d25648368","occ_de59cb4cc7da649cd9c1072d","occ_b3443ee1bdaac8ac90689e35","occ_34159770ae609d775305d75c","occ_e6be7da07f5b365303fe3660","occ_ac7d8348450e2548e5287f40","occ_d8b976a077edbc9bec4baec0","occ_09f5bb8affaf34dc383f2b28","occ_f72b278c296ba4663d4b452b","occ_d2f726dc779fb14434afa98c","occ_45bc9715c53208b369c00d52","occ_556e3db64181628503e70f59","occ_7372351c0d308df8abb6274a"],"revision_id":"rev_5387a515-478b-41ca-82a3-5b54af988fd1","work_id":"wrk_41cc4908-f3de-420c-9823-faa2e85483cd"},{"date":{"precision":"instant","search_end":"2026-08-08","search_start":"2026-08-07","timezone":null,"value":"2026-08-07 13:18:40"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_88972403d7c6050abb4e7b17","occ_ebd0f4e49bb1e41379726f90","occ_4f23b602f6bf9b1243e9970e","occ_e16963d3650424beea879b50","occ_c05d7555d887f6e001fbf9be","occ_a663191ee44618b6ef16ea08","occ_6f83d7123c7734f17c9d1717","occ_630f338318a829bfe1f61b50","occ_3ba9e47d4d1d4a4ad4098e3a","occ_933df7ed790eeec882dd31c0","occ_63d71f3b54df0a01bbd273de","occ_e11234562f6dd80a1e4bdb9d","occ_8fd830e68504662451867078","occ_01b51d587b99108b6d4f805c","occ_73ae458aa48bbd98827f73cf","occ_9d4da49ceb713f4971623c1e","occ_20d47d834c4137d80737f0d2","occ_0d4f74e2f10117637494f268","occ_717ef40c8df2138dad071ab1","occ_03e228835a5769bad99118b8","occ_11c2b33dde4cdae6651e289f","occ_c26929060dd1a7bd8a1ce9ba","occ_310c6f23b7f8935ee3d47651","occ_c651fe4e153a1c7b45a9f90a","occ_d095d802655e1d7bb2c61965"],"revision_id":"rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","work_id":"wrk_a09f39eb-1b73-4666-a271-64dbd9638093"},{"date":{"precision":"day","search_end":"2026-08-08","search_start":"2026-08-07","timezone":null,"value":"2026-08-07"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_ac2ae296ed7b8a75340277a7","occ_2836c5d89830acab6308e33b","occ_92958a12b5fc20d35ed57884","occ_26fcc5ecc73b9bfa11a700f1","occ_44543344033276d8ca052075","occ_773334ca6e80babd70c1891a","occ_ab96653c2683d2dd3682d6a1","occ_41bcba5f49618a90edbd578c","occ_3cc62ea67634759c9a075a86","occ_063cae8ef268e49eb33a6816","occ_b23dfa5cd47cfc9a8ac41e34","occ_0a7ac354a553ce09b4a23c2a","occ_d38b1fcde22371909faf8b7f","occ_89ffc37df76b1cf89c42bbde","occ_637df0ffe944c572dedc2f3b","occ_1ace23999756063deb0541d5","occ_dd9f571e65227951ecbf0b4d","occ_2e50ddb74849427e726828a0","occ_05545ffb446e3aa28e0e49d0","occ_7c84b3ba5982babc7aa28e57","occ_654c129a97e78152379827da","occ_b3105641eda8f46e153f55bd","occ_93b25385c5203d9c5401f905","occ_e7867f6619043d1f278576b0","occ_674f5d7e4665509c2ce85098","occ_9709b0e2ec5d59fc9a394d8d","occ_c6bd5e7bc53e31b7203fa3af","occ_aaa69b381877936b05f3b9ac","occ_2ae06badbf65f8245cc80004","occ_d9399f4ee92d52f467073229","occ_c87f40496417f37e292ba199","occ_22345b35d635d4991660e867","occ_8f2d052a1119801011cc474d","occ_771edef15fdb4c6de6aad131","occ_27a621365b40d1b2ae146e71","occ_d7144f748775852404094310","occ_d0ff19cb61fd9215aad844bd"],"revision_id":"rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","work_id":"wrk_3f51fe9a-c519-4877-8cca-a97c9f8d7d8e"},{"date":{"precision":"day","search_end":"2026-08-09","search_start":"2026-08-08","timezone":null,"value":"2026-08-08"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_f4c64808906bb45825905c0e","occ_121ada87c192b0a30aaabbf1","occ_8dbfba438edf2b15db4f281e","occ_bb03e869cdea84aea0cadec2","occ_f519abf396728e7eb486bbf0","occ_e8d7c67e83d233b0e055f115","occ_4f5d3991453e9f38a0ef80f5","occ_b6169d552350247a3c8d9794","occ_e5f685174dceab862acf61f7","occ_9ab79f72d63bc23e19a715b9","occ_c4b7a25a1335855fac8674eb","occ_308af5800d0f68ea1d08650c","occ_eff1dec849e5c80f3cb3eb08","occ_93209094200d02e2d3897657","occ_33c957cfda9b2da2d1346b34","occ_2d549c9580850aed431b53df","occ_5913ba3d6d848f0de5ed1664","occ_89f078ffffe9561799d21c64","occ_98fdb02fd1fe90682a0434cd","occ_bd0e0fa3b94996fe77c74c9d","occ_2a07990ab39bd11f88cff717","occ_5252e28bc46c243c6b79b479","occ_e44f3421bbbe86ee07a634a3","occ_b24143cfc767b994e79a6be1","occ_10be7c87a0c9b4c0fba7685d","occ_d1b594e916908f324594c00d","occ_b1dd4b517eafafc4e0cf9bc4","occ_7d1aaa2cb5f1493d9decdf33","occ_beda14c256f99e471b2112f9","occ_00c341af749943f1403aedf7","occ_a17d3632beede1020c865e1c","occ_b10fa7e2f5d7b5b752509e3b","occ_d7fd12f04ac5d1aa3a9f7b70","occ_99445b3f45568033b69230ea","occ_ac85aab32835e42ab8152d0f","occ_d0aa9a6b50f191814a434b3e","occ_a1343de44b0e596de61630b1","occ_63bec6de3c0c35730f07e9b0","occ_7f7d74ac2bb6d47d3f7382ef","occ_1499e86dc0ede1decb3ff9dc","occ_cb4b5b27c3c6a25c1d6d6b53","occ_017dc52dbf20734b034b13dc","occ_5ade7a0987b1f26eeed60be4","occ_a0f373fe9383e8471fe54838","occ_db9bd72e7050e16bc85982f5","occ_8d5c9139facff52fc8748e59"],"revision_id":"rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","work_id":"wrk_08ecb116-f4c7-4c99-9574-e485a5adb41f"},{"date":{"precision":"day","search_end":"2026-08-10","search_start":"2026-08-09","timezone":null,"value":"2026-08-09"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_b32c4b66f5db3857b0293c2c","occ_1f35500fd6343ee5e8823a15","occ_06ae3a66783fcb29a7156759","occ_9bbd6e989a810fa5370dd69e","occ_929b971555e5ea4dfe92a2ba","occ_f20c25dce3d5b0cb44807c23","occ_f109c6f6896170c6bdcb2f0f","occ_7f499dee12088a649a86e82e","occ_c7d85607f48de303fd55e342","occ_b71c02c08b4107ea2b81103f","occ_d1180d29847ce4b3b2e52442","occ_08c0099a126e21da8d28d6f8","occ_6a82be8c0877bf8c264f5645","occ_3ed18c66d62944ea31f53ee0","occ_128f878db9fce2780838807b","occ_42aa06b5dae193c77b0676fd","occ_8d125178b9b2edbc9aff0344","occ_32f3b1630d0d14cd45d25673","occ_375dfda84a1842bcb95844cc","occ_154284c297e0272d9bcde02a","occ_d9257ea3a45c29aaa152c2a7","occ_0c35211cb7cbace577173edc","occ_ce954987897feeb6a46e4540","occ_e757fe8a70f457330579e1dc","occ_eaa6f6adf6cff147968dc0a8","occ_3417e85d6014324ee2a8c4f9","occ_7094269d4be42c700387617f","occ_4252d1da229a5fe472eecfbc","occ_8f76cf1b56331af1c93850db","occ_8f60c911037e6dc6ac95b833","occ_7ffad522d22c34a1b2c4a183","occ_ed50015f3f8c3e611e9eb9e3","occ_7bdc57f0deede19b3234e205","occ_2480061186aea372d3bc99c0","occ_78864f287df3da17906ef24a","occ_984c2fdc3b6cad883c66f7f0","occ_b77052ded39cdb0736984637","occ_47fe4a1970a904e0dd496fe2"],"revision_id":"rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","work_id":"wrk_77a86f6d-d3e4-4b48-8e1e-f1abfca4d053"},{"date":{"precision":"day","search_end":"2026-08-10","search_start":"2026-08-09","timezone":null,"value":"2026-08-09"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_2ed638be854256d1747aa6c0","occ_66ba834163ec86092febfaab","occ_2b72222230b5e51b0c904dc4","occ_3c2b741d935fae80c042662b","occ_2bff1dab6f39a9857f071bdf","occ_34a50746cdc88bf1ff1a5cab","occ_e991bfb902e7b491dc7d03f7","occ_a256ac78df89a5c127908f3d","occ_cefb3ad2e13d934b535f4b52","occ_961d5381dffa32175d83a823","occ_30eb5dcd5e5c32a64219f94d","occ_ddedaab94afa02a73188c497","occ_335b4a78309caab2c49b38cc","occ_9d95c2bb189b7b94299d3602","occ_902f4d3c4c017796210c41c2","occ_c52c4444d651f6dc6da39e66","occ_942c9e9fdf7c3c33bfb88d0e","occ_ad9f48d0e5bd1ee88571d115","occ_120f1a497b34e90fd0d790d6","occ_0d662e526770ba3b7153fc49","occ_7c92c414af777fb75e2e0ea5","occ_94eb438a6a4756202613acdf","occ_e4d667412d24764d6c6fb39a","occ_fd51c845c49d6b71cce583aa","occ_5901f1d8f103a329f3497b73","occ_da3c65e20decc0299981307d","occ_6f1cddf736cbd4542ee2499b","occ_43ee663ed3c3417e27f928f3","occ_5caec0082952179f1a386234","occ_85e4d268a29282df012c2268","occ_3046f06abd4d33d6a4084041","occ_f1529c87203d697d67b142a2","occ_499d7f391e2149ee8290d9ab","occ_e8365c2c0683a9023267b298"],"revision_id":"rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","work_id":"wrk_32710c09-9463-4267-9e64-b41e736195fc"},{"date":{"precision":"day","search_end":"2026-08-11","search_start":"2026-08-10","timezone":null,"value":"2026-08-10"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_a3655e8a3998f885603f4923","occ_9f194c1286c33237c574bab2","occ_60d148d6dbe69104c31c25e6","occ_395eeb44bffab805500e2907","occ_5550406d6a1a393d58e6d6ea","occ_c4da49ccdca2e86b0f412083","occ_0157ea1bae98facae27e3d23","occ_a5bec64bab6f4bf9353b7743"],"revision_id":"rev_402559ee-01e9-43f3-a0e9-719e30746fc3","work_id":"wrk_67925a7e-ce57-455f-b9a5-38cd3e4c1881"},{"date":{"precision":"day","search_end":"2026-08-11","search_start":"2026-08-10","timezone":null,"value":"2026-08-10"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_dd9c5aab43ab2d7a0691b01a","occ_b032372bd6481b1d75ce33fe","occ_fcc61b5aaf5f103abb5f5933","occ_de36fa9bfdfed9eceac06ce2","occ_be84870fcccc2996256d03a1","occ_ca700ee0be3d1aae4abf17e5","occ_d53972762082321681443f50","occ_735b0149a127f3fc5af48b9e","occ_5c97546bac55ba75562e210a","occ_462c2e071c3d9fb51be40248","occ_ba23a5d51eb2b22eae017ac1","occ_50ca5c8afa4e2723776873a1","occ_e531a6a3eb67360382375e39","occ_7bc450b9c67245a57d80c548","occ_b981ceb0ca1cb58e8d71a257","occ_d7a43d6bd409abe5890222c5","occ_2f164bdf18b713039859e962","occ_8aa4bbdc76070b970073ad8c","occ_5b3a414c7346ed19383d5fe5","occ_c7e29c41ea4f2277a61a2124","occ_c99014576c06d82db3b5904b","occ_b79cab4118fbe0bd040c63f6","occ_6bea2d575f7858f047a393e7","occ_79b59d151ddc67f2bd617d3d","occ_237fb2e334ccabefd739a259","occ_fb7eaee06ad31ba502a77536","occ_8b940cf19c53bb8e685ab823","occ_e972a48683fda24a0a9c0d97","occ_13ae06e961ca9c415968472e","occ_01abb2c5524071ae3e26bcb4","occ_401788532c93af098588b4a5","occ_519531378ab62c8a55d4deb1","occ_c14b2c2ea7e798202e85ef1d","occ_d7fb6eff0f97b3f53d30ea94","occ_faa9400e6e63d62cc5f9e152","occ_61a47b2ad781fa0da7b9ce31","occ_f302b115095f7af9c48a8a6a","occ_3b9ee503394dd74279e49182","occ_77229115303efbe18d4d8a11"],"revision_id":"rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","work_id":"wrk_f4b2ba6d-bd7a-4377-ba28-11230cbeac16"},{"date":{"precision":"day","search_end":"2026-08-13","search_start":"2026-08-12","timezone":null,"value":"2026-08-12"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_69b28680eab719e5ed3d6379"],"revision_id":"rev_434ed8d3-8167-4144-9b6e-d003da6dda05","work_id":"wrk_3a0c5c0e-1aa0-4c0a-919b-6fdb8f3ded2d"},{"date":{"precision":"day","search_end":"2026-08-15","search_start":"2026-08-14","timezone":null,"value":"2026-08-14"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_e2f2e4d54a575b467bd63460","occ_d5586e740ec4547b437879bb","occ_c9e4e24afede9d6968e68791","occ_b85c19b3ce34da3a481c8392","occ_32bee2d5911c345d798dbd80","occ_1a81ec843728041e21a89832","occ_52163cd24e9708e99463e0e3","occ_8602bf1488f284253a9ea30f","occ_1076461dc7200e20eeefe14c","occ_e035d185d3bd944e72462a8d","occ_f780159f4362ee4da2c456a8","occ_4275fad847db9f44828b813f","occ_e6a784516fbecd3002d9a74e","occ_4419eedace1ee566fd0051f9","occ_00a6ef3a8407b553a4326758","occ_24a6e2307f052337c95ee786","occ_870b0fd97582e5c9ca25cdbc","occ_2872bee717c92fef8051f2fa"],"revision_id":"rev_a8af9681-d20e-4553-871e-1d7168015faf","work_id":"wrk_0a52ed54-a7c0-47ca-8fe2-45b791455a54"},{"date":{"precision":"day","search_end":"2026-08-16","search_start":"2026-08-15","timezone":null,"value":"2026-08-15"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_a0cb5919d5e042be07f034dc","occ_943e03cc86e94d2b47734426","occ_1235db3d879e20381e43c186","occ_b196a8269cc97a2a2c4ab2e7","occ_3ad0ec65a9341d9025ee08bf","occ_291885ac1e87b6a1376fcbdc","occ_d0065c298ae739a54cd1e586","occ_52464bad5be5e74d426dbea8","occ_1cf40a58a7fc80a04520d4be","occ_d1f63e1371e85b581b701a55","occ_80ae7a90a7a34f3c3bf75d9e","occ_cfc813b031c1133066cf0335","occ_4cf89fa1e262370bb915a50b","occ_52b5c659c78f5b2b05455a32","occ_b19bbccb364776fcb898029d","occ_56c2eda865e8ab55954041f6","occ_e1dfbc0ef9d3e5a225abba39","occ_f75acd9ac4508399a1f6b4ef","occ_fd85eb55cc59e8a409d4aa0f","occ_809ae218f19884acad945d43","occ_a44bd5590f137c406bc68b3d","occ_8c2d9175263cf87a04ba0ab7","occ_75cbe2d637348dc52daf5218","occ_f40515b1c459d5ce9277cd09","occ_6a514e3fd7d38c7fb0e3cfc1","occ_951b36ace39c055fbe00607a","occ_521e9dfabda53b7fc935f084","occ_0f319829c079f6e885016430","occ_cba7ac419663ff3ca39432c5","occ_8e5e0164c3278a032660d688","occ_23fc11910b682defd3fc0a54","occ_44d7ba3fc53cda94105e1376","occ_195f416f8acd1181d3e1d006","occ_934a90ad9261297b9441d49a","occ_0dc7ab6a106bf3f86e36861e","occ_7d4b6fe703b1df7b2a879c2f","occ_43619318746de02a741e171d","occ_1cc55ee45fb52d46414a57ce","occ_b9413757b804008ef946b1c6","occ_1cada0f54beac9fa49620fbd","occ_0efa0fb16e2df44312692891","occ_e9aa25b7aa40401b07f12337","occ_ecfb10b898a7e7077fe3dd26","occ_bf77cd4ecb4ba941aea4f208","occ_c4208a7e0880ae8dbfdbc835","occ_bd3844d87456a6c95d3d41df","occ_0c0b103a067c3345d4f0f61e","occ_adcb6950c00ccbbb15027eae","occ_89e761c5e44675b84090e726","occ_b6fc6ff3cd9fb224b9b3f8ba","occ_edbe73061081aade342b725c","occ_a2356ee54eeb24b491a5a589","occ_1a8bad0bc693399d05ca92a7","occ_ffe5b3c2fd91a603f5720986","occ_77baf4fab0423120f37a4ea6","occ_6d2b9fab5cd0fba6377fc18b","occ_a1de7e42cd2c100f1c4c6c9b","occ_54d4e1e7e743286cd4af96e8","occ_e7ba2f65d1af734357d05e1e","occ_6893974791dd54ef5fcd919b","occ_17a20725f6671f01bd55df14","occ_f2410733bfcbc860b708b420","occ_d35fb0068ae51ec0f823fdfc","occ_8851923214432c8d01c2cafb","occ_ba15e9c83c816b1a41814ec4","occ_35a67cf97059b77d9517ce9b","occ_16146e0d4d2aca48565a6454","occ_bf23e1542a1539894bf2b36c","occ_bd536cfe781ad6235a118586","occ_4bbcfeb811123cbd170e4f9c","occ_19a62cdb2a3f68121b7ce07c","occ_8fecb98cd4a132ba72be2f3b","occ_6ae84923a9a0b17f82e1602a","occ_22b264b5ea94d83a24912022","occ_10caab6ea1ebea43833e7815","occ_97fa446f4e5825dde7083948","occ_f38c328a6eeec28030de8a47","occ_89ba5dada01f36bce9ee96b2","occ_77ab854e44d9a01b2d7845eb","occ_866eba6e9b11806b907ce9c4","occ_961eab3456b124ae9fd276fc","occ_ec29e359aa52beeba955f8f9","occ_9597e86e4fef067d8b09c55c","occ_6fdcdc1301d3bb0207ba527d","occ_1a278061185780247ba75ccd","occ_87903fbe90a13a0439027da8","occ_e62cfdfb1af8241c3df4cc98","occ_8d0708cb1495024e832919b9","occ_3cb0c3aa3c2a1103098af0ac","occ_097d59c8aae18f4b6cd0cfb6","occ_c287f015883978ea1cd72d2c","occ_728721d0c090fe9f75408a90","occ_f4b2f0b860861fe641facf68","occ_7d12f7570fe05aaf0dd63f81","occ_bc4cb37136c7b298d0dbae71","occ_a7d055e0a7c41bbad386aeee"],"revision_id":"rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","work_id":"wrk_203966e1-a3ed-45b5-9fb2-87ae0e667482"},{"date":{"precision":"day","search_end":"2026-08-17","search_start":"2026-08-16","timezone":null,"value":"2026-08-16"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_96b98c0f4a6324d5a3573d47","occ_2d0d8052ad3fbbd1ccd0eee6","occ_98578227f79b16bee62ad824","occ_253b641c5096917296449987","occ_33681207002a7bf73e3be5a2","occ_48c04b9c9701880840e27a83","occ_319c452c63bf379441f91871","occ_ca8e4c5244b496d2adc911fa","occ_df53a4a0f116131e878d2121","occ_1c2e2f6d693a4a0c79ba59e1","occ_0a09946db1fc2fd39a2c7307","occ_2905f2cb514e3def038af15c","occ_a0f409d3a59463097c01e056","occ_5d2a1146488b40a58c90dff8","occ_4170f6c7090434173c5b7993","occ_4cdedcd7856bc82cda200c7d","occ_d4da83a095666360ac2d0632","occ_059bc33c4869a5d862e0feb4","occ_2a8448aedc441479ebc1a2c9","occ_e9e33b1815037cfc31a72267","occ_d3046e528613984f092742a5","occ_8c40cf747614c36746430ec7","occ_44a9eeee268db9712f46b7f9","occ_383591670a7244f36343ad90","occ_f326b335a84b2cb1db5acdd7","occ_6e419c41260c627491b6a4fb","occ_ef6db1ff4e72e9b2849dd54b","occ_9d6a9297251365fabee75014","occ_78a252062ce33e6384b07e5d","occ_da0bb5e400b572944ba51023","occ_5d489cc1f85a00e12efca537","occ_bdee8bcebb34803545dc2f49","occ_43224deb429d8ec88284f8c2","occ_27dec5989696cae4aa35dd24","occ_3ee4477116fb544ce35e3878","occ_0e45160b1956cb31d6ed8a3e","occ_9efecbc6c0296ac0a9236136","occ_32ce5ffe1f90e4731f34c5ff","occ_434c04416f89edae2875a65d","occ_2192061dd2f1733c6e311438","occ_713b9c0348fbc195a568a80f","occ_fec9167c3194cf51ef3e4326","occ_e2d9211e258ef8da03ecc85b","occ_e04a4d57646f6771b7fa23bc","occ_3b160a17c5ae9d2de8f45329","occ_d6865a28dccb64329b78ab07","occ_4eb885a08f300197ec8ff882","occ_4e841c0268eabd6aefb1dd89","occ_2b2869010d62abe77d6668e7","occ_7848fdae9b03fab71447a531","occ_cba3bdb5a4188747c5464f08","occ_f22e8b05140d3a9110947f00","occ_c1bb897cfc761271bce27577","occ_78527231a07e298c3203aa2d","occ_e4bca01d1ee9f9c281ca3ba3","occ_2f16c98e4445d79d4118367c","occ_9f889bc10049721b12faefad","occ_a11065516ac1202c95644fc0","occ_86dcacb17a4d05657a5ff473","occ_8a32bea291c549f445c2e0c7","occ_eb7f288ba97197acd1e25f0b","occ_79d3fcfd07276ce4785f6368","occ_704ce1071970ca6bb6e78b43","occ_2cf374f912490bc1c6760f7c","occ_5bdef7623f3d56b7c10b1625","occ_2ac5099f6a6673d0a0bccc31","occ_433ef326d4844f2c1f17fcad","occ_1d3b40cc8bfb66d369cc97c3","occ_cfc52b4982033d6dd8537561"],"revision_id":"rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","work_id":"wrk_d22e5e28-8b9c-42fc-8499-924270d5334f"},{"date":{"precision":"instant","search_end":"2026-08-19","search_start":"2026-08-18","timezone":null,"value":"2026-08-18 20:08:15"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_63d6e8dac910feb1b89d837b","occ_e0709fa9d6d60a870b225237","occ_9f9769855331f3bc10ecaa19","occ_e5bb8e18519a0a4e2420e522","occ_dfd6ace8517b1580a978778f","occ_b99c1d3cf0abd388e6aaacdd","occ_3cd870cb586675c000858020"],"revision_id":"rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","work_id":"wrk_1b1faa41-9e19-4504-9b3c-c1aaf26ef800"},{"date":{"precision":"instant","search_end":"2026-08-19","search_start":"2026-08-18","timezone":null,"value":"2026-08-18 13:47:59"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_12411c57f1940e1ec9c128ba","occ_101c7500129af5ec0e252b1f","occ_545b23a03ed99c8b238a6b47","occ_4af260627c76077c54bfab4b","occ_28feb93a1393fb781e6aaa81","occ_a18be526c225f2effd77bf9c","occ_c03c51b00a0667db32882e55","occ_a98201f29e13f7e3aa4fdb71","occ_f518885490152a2de9216d5f","occ_7721d2592ad6ddda917b8a4e","occ_fd1c5fc6000a1dc716296f19","occ_2d42e79360748413da7a00a6","occ_1e4c2771019542fc72f04b61","occ_f9d6f98261004abfe63563a5","occ_89acdfaa964a0d26b3bd4b7c","occ_ec5c3e34a698709b9337a6a8","occ_fd0634ba8aeaacfc65ffc318","occ_a5c1d9384b00a17ab3eaf401","occ_e8b6d1548da1d0557ed367e2","occ_f348bd3d7b5c79e644a3aae5","occ_f7a2397e1dd570a8f67281ca","occ_aaff51f3ee5c6797658eb32a","occ_98906a0015be585157ce7d6e","occ_cedaa3e79ad6e5945f9064dd","occ_1cd60fec1edf0c06993bc3db","occ_ba820435e96ef3202a32eaa3","occ_8e3cba705cf48206e0cb97b1","occ_ee123f3fa6be8035d7d26268","occ_92b63518cd070f7d4b4fd793","occ_42e8548f66e4d7bc20e57c48","occ_0ceffe9c373ddc5269130c6f","occ_24e5905f144938019b23ad83","occ_9b2dfcb564972fb729ad2bfb","occ_1f7ab41073b14a91d3fcbca0","occ_5a68d1657cfdbc9b8ee86667","occ_5040bda1b5424bd421870671","occ_70c01b256c308d9b5917097c","occ_caa127d1a34aa1cce5361d85","occ_596a4de24568eb7e0d46b8c0","occ_92c57dd19af35c72e5e15c11","occ_b19f3e50e4e84fb6644270b8","occ_e4f1103b4234415e6d0c3b18","occ_1468fb5bdee44c3c91ae6041","occ_1914d8863204f3979e5cdc0f","occ_8ea4390036c17b1f163a5c2d","occ_e88fd2bf8bd1f55469c7d21c","occ_5cb77b471ac109f24a9a9061","occ_3b42f4334e1d5c845de70865","occ_369a449dab0b775e3ea12d9d","occ_4604aca69f46eae794753939","occ_5ec615dff61dbb4d37d7b1d5","occ_7e28a7a0c23b2ec3437b77ea","occ_b11d217413c1b81315b15024","occ_32ce1fae64ce3b54ed9a9459","occ_175e86e2081c7ad444bd3bec","occ_8b11ab839a0a78fbc2a19702","occ_0e6aa71c2e84aec668c1f725","occ_f5f4e3b772ea5fdd91833ffd","occ_8d411655f6db286709ce9c86","occ_960bd84ec43680108475e601","occ_a943f0b948c5ffb334f4fead","occ_ead2cbefd98a7f0240fc9680","occ_c98328daf0b3708463a5d47f","occ_e332ce09274e6a9faf3dec1e","occ_fec014a812fa07ed8eea6184","occ_e3f14913b32c3b5567d4b345","occ_44a78188344af0bb9c5ca2bc","occ_77f65ff0fdd0f9bca62e26b7","occ_c33c325059cef88138720e56","occ_c8382629a0d33c0bd3c0aba2","occ_b062424a2cb7f6923c5c3c5c","occ_f36de9fc227ec97eafce5426","occ_3a647bde76ac326c9e6b01fd","occ_13140f01d37c3501a5db3004","occ_76cf919dbec59e0750747fe4","occ_f581263775e9d95214a56f52","occ_c24b0fe44630eab2a4e2614f","occ_ea761b16536fdd188a9f36a5","occ_712eceb27e27fbd31a74f413","occ_5d55b57bbb6209c020e85401","occ_1fcea60e48ee3f32d9bad506","occ_c1ab95216c1751aa1275c39c","occ_016ff711d0af1280ef14724f","occ_84a6b0abce7b8769cfc88bd1","occ_1f453d37b596322288073ab0","occ_b06d4504381b1b58e0b2c317"],"revision_id":"rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","work_id":"wrk_88c25067-a100-4eee-96f7-180120d2ac61"},{"date":{"precision":"instant","search_end":"2026-08-21","search_start":"2026-08-20","timezone":null,"value":"2026-08-20 02:26:48"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_cf4c7e65a7493581271ae29c","occ_0386087756eca03922422af1","occ_2fb09e5962fff3e9afe43d66"],"revision_id":"rev_27743cb0-aee7-439b-a5dd-1faac0292586","work_id":"wrk_7f2a4557-073d-481f-9811-bff84dd5387a"},{"date":{"precision":"instant","search_end":"2026-08-21","search_start":"2026-08-20","timezone":null,"value":"2026-08-20 13:20:45"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_381e0edb83d42644a3da5cd8","occ_a635e808de624510f7553ed6","occ_b07aa55f6c0581aa965a3411","occ_6d1de01161b314f957aa7220"],"revision_id":"rev_2774a11f-f3af-4056-8394-07f7d1934023","work_id":"wrk_f945aff9-e387-4701-8e7f-62fe6e900f6f"},{"date":{"precision":"instant","search_end":"2026-08-21","search_start":"2026-08-20","timezone":null,"value":"2026-08-20 19:36:11"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_b689ccf3a2d34f96f61356b2","occ_51eeeec7678e0c5475c422f0","occ_fb080e5a26a1f01515ce61a1","occ_5b2091c14f6b5421f24a962d","occ_59ddc4b8e5463bdb2ebdb154","occ_a6a1812f411796edcf5e3fa7","occ_672938c1752482cdef46053d","occ_ba39fdcdb2847f96f4d5b8d8","occ_7a602a9641ee20d317b23083","occ_04d71b40841d34dcd0263c1e"],"revision_id":"rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","work_id":"wrk_8fbff868-af29-43ba-894f-00d62785aa5f"},{"date":{"precision":"instant","search_end":"2026-08-21","search_start":"2026-08-20","timezone":null,"value":"2026-08-20 23:05:17"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_46a1d59f7c04bfa326897570","occ_4c969ac3771c454a6ad3e896","occ_abc5cb4e4b590c8782d9b131","occ_fd66594ddd3e870607754d62"],"revision_id":"rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37","work_id":"wrk_31bacccb-2b73-4ad3-afc5-9282bd8e8359"},{"date":{"precision":"instant","search_end":"2026-08-22","search_start":"2026-08-21","timezone":null,"value":"2026-08-21 14:45:06"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_df6e64db076989e80b97c638"],"revision_id":"rev_5bf9454f-9956-42b9-a29c-ae99782c33c0","work_id":"wrk_37743298-dcff-4252-a0d0-d94538fc2a68"},{"date":{"precision":"instant","search_end":"2026-08-22","search_start":"2026-08-21","timezone":null,"value":"2026-08-21 19:54:59"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_9c35eb51609c451e9a13c021","occ_927752d4a4809a2cb66623dd","occ_5f05d1393f08a796890803c6","occ_9cb112fdfbbf6528a4f54377","occ_c2737c6987dc269ebdff64b6","occ_16c1e7ad1960db8fedfbb937","occ_c62b3c9873520860961f4a22","occ_aade0fca40ecf0e8b5a79586","occ_ec3584d9148ea43105845856","occ_e3f70bf6304368e579a9ef71","occ_3c4063f9d21b1cfa991f0e50","occ_382b3c3fb8137c0fd2800ecb","occ_c31e622531e54327b78b6d5c","occ_c3cf365fefb434dd692cdd9a","occ_35bae0b253a0dcaac18a90f9","occ_f4a11a7a25dfc279e0340d2d","occ_2f28c3045f8b4c6af99a77a3","occ_702b9e2becfac55a599a5b88","occ_b566162021fa33687cb7d9d5","occ_766479ca1ae0cbdec81d6d5f","occ_8b4791017b509ae3dca7ffa0","occ_590548aa1636996fa220bc4d","occ_1126471c7232b81d9d8a9fa6","occ_938bc1e063da4be72460ee9c","occ_dbb000cca27580395d38e0eb","occ_ff91ae833b8a155070dc924c","occ_b2310cdefc5ea7ef535e1e9d","occ_84babbad851050fc6f42bab4","occ_cd3156067f2fefe097f082c6","occ_ae4ee3d035f5046c50aa6403","occ_7e53ce7a20df5cb162c06c6a","occ_cda52e8d0bc444eb70668545","occ_10db1eb670fd465eb75b4503"],"revision_id":"rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","work_id":"wrk_31a311c5-62a1-4b1f-b65d-ea8fd946f5b1"},{"date":{"precision":"instant","search_end":"2026-08-23","search_start":"2026-08-22","timezone":null,"value":"2026-08-22 21:48:26"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_5dbec5099b75e3085abe2a47","occ_7afababe63eda8b2c2853bba","occ_80297580db2fba93757bc75b","occ_39d6246d3ef1182a0eb12eaa","occ_b42f6ee1cfe698fbc35f44ac","occ_3ee8b9131e53f690171a9da0","occ_141ea63379482ae49c9d48d0","occ_a2253da1f8f71d53ab6d6290","occ_2b9118f2b8b8c860c400c293","occ_404d6cfda2e4f2f77ba8af4d","occ_9cc7defa961dcc77495c51a1","occ_d89f9adb53503af24cc7dbed","occ_59a753b95461f38e87398db5","occ_6984a065eed343d7a32c9b88","occ_b8279597598100cca94fe33a"],"revision_id":"rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","work_id":"wrk_078157a8-8d73-48b6-b0ad-972882b9971f"},{"date":{"precision":"instant","search_end":"2026-08-24","search_start":"2026-08-23","timezone":null,"value":"2026-08-23 20:19:37"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_565a909e7d6a85b24a722a51","occ_cdd67ab4d1efccbcdbde1eb6","occ_2fef27d6e677ec8d8d969733","occ_f28ce3d299beaac179cbcba2","occ_3450b255db6f6934d48eebec","occ_2f58ff45e1a6a26afac7c37d","occ_23fe8ecfd2d0933fdea20189","occ_286257145b2df0b963b1c446","occ_c582b936b621f5bdef3f8344","occ_cc46888a778c936f595ff32c","occ_e34d08ead1d7c551cc5fd877","occ_de7228c8580664d2c08bdeb1","occ_f46efa334d96e1dd33484330","occ_c66bb654a709ad830c527f39","occ_e2a062418330a8abe46548da","occ_151a15b3da3d737b1bf96077","occ_28dcdf12c38a645586c8884f","occ_707044e470231fecf2b953bd","occ_87c2d6df356a6ac0744202bc","occ_0b7fd0670d70fe1cee845939","occ_45669be7f69cc964efaa641c","occ_36729b56cf9ee74583752986","occ_0c581093b8ead65848d7dc14","occ_d24c838a4bf8d14112507d65","occ_6e8422dbc51ba95d5c6422cb","occ_a8f64b61399c57628087570c","occ_0caa50551276cbfa2c5b8eae","occ_ec8419d9a0cac03022f87756","occ_85fcda3846121181c0991265","occ_68deffa8f79943bfb5edf789","occ_f60109eb9004e1b2d0fc7e5a","occ_bb3ee2ea285feeaddb2bc496","occ_ee39d9524f8d29ca09add52d","occ_114563252755672d40a1f60f","occ_81ba90e4ee5422ba85247ee1","occ_e369b5683580a98b8d8df1f2","occ_e28be93eae1752551d23e415","occ_82c5aab3e8ec1159127a3ecf","occ_26b9c126e0746d1463bc24d3","occ_9925b6e433cae3e9ff0a82f6","occ_072e4d932928b47f4ea9a461","occ_3505e2dc24bc774283312a3b","occ_15a2b19c8ca80a4ac9fa3d07","occ_7a22ca4638ab061747348d99","occ_99883edc8881ff5aa1dd8d1d","occ_ab007646b3ddbc098882ed0e","occ_e2145629d9ecce01ef4f3a2c","occ_997e55d9da2b20ece56504a7","occ_a85a7799efb4ba0621a9a61e","occ_fcfe5905390d3c3a90792c12","occ_245d82e84b79c9ad5b6dd107","occ_7a9756ec759aa96c1195f5c6","occ_d4adabab15b33d06745c49d9","occ_86480f43274c973e86c4cd57","occ_7d6d32fbc12bb8dc30f56190","occ_86d089074f028a7922ea967e","occ_c896e47a15cc3ddbb9408a3e","occ_728104432813155d7f5d1d41","occ_3f9b51b4b34f2d6404a346a2"],"revision_id":"rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","work_id":"wrk_72f5f141-da8e-4f5b-a337-f46180c37f2e"},{"date":{"precision":"instant","search_end":"2026-08-26","search_start":"2026-08-25","timezone":null,"value":"2026-08-25 12:08:12"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_d5a64e9f245fd9176cfd85d2","occ_5debc03684d328880514ea8b","occ_d9ab75ab281dbb98bc640e0a","occ_3a0ae49df5fd77d2996e7bad","occ_56cde0ab75311a45f703cad7","occ_60cdab0cc6c204eb6392c069","occ_12a2d9ae64dff0ea960c32d4","occ_6d043064a102f111c01624f7","occ_0b87d87cdaa90b5d2933c875","occ_edb569d607f9ec237802f395","occ_ffae2d3a47f12d2ff1291dba"],"revision_id":"rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","work_id":"wrk_88ec36ab-4756-4367-9133-1ec996d49f09"},{"date":{"precision":"instant","search_end":"2026-08-26","search_start":"2026-08-25","timezone":null,"value":"2026-08-25 18:35:04"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_9c2d547b06027a6d4a5e3fdd","occ_7875b472c1203cc209c46bd4","occ_7f699209897a37820f374b93","occ_39b6750a5a9eba07eb962a90","occ_1f44ff27a86dc3044ca11628","occ_5fca7a1acdab1d91e7edea07","occ_30d07d4a2fb8eafad0b66d44","occ_d08ef3ac6f51879deb77b919","occ_7c2a8b4cd7f4bdfc603b9914","occ_7a92c127cdf22c3a2755bd2f","occ_f1e1cead6ef215e738e8a6e0","occ_874f326c9e7bd6b223c57481","occ_16334e51dfa474920c8b6e6e","occ_64241421fd0b617d238bbf69","occ_92370ec513a392f488ce8017","occ_ec71691ed4c1611a4aad836f","occ_00b8c63a7c0838874f4a2cf1","occ_6964b57e5f69d29e20664b78","occ_22434ef2272840c133562d2c","occ_c543a6ce33e92fa2c296778f","occ_509e7db0d9e248ce40ad7f16","occ_a2d29d4e3f30bd52bfc55cea","occ_4355f216a41aedb77c0101d9","occ_1483d700840c5c4e1ccc5acd","occ_53e2dd251810c966b12aac47","occ_890e8586e9701b547b232527","occ_6c473e0b371297d2e41ee049","occ_e7700009dd76b942b03d5bda","occ_d3735b58366e83d346c2dc66","occ_3ab5cbd9a8a5c2d04d35e467","occ_51963151a59a79d07310c340","occ_487692d04a399b4ba9223431","occ_17be6cbf11be7aa6bef4fbad","occ_9e75b256dff6e5c9ac4610d6","occ_10970bca0d9fec1c1b723b7f","occ_93b464fdb17b4229243037b1","occ_a1afe0c1d0fc48e4904ff390","occ_ef1b7b51fa02b5e85507aa34","occ_f7c02752782d2cd6d21f3bbb","occ_7fb3419d5e48b9cc93140576","occ_c9082f3a2994a4a2c4048995","occ_8f76484c137f47964ff97f9b","occ_e60d6dd370478ccbb9624811","occ_d0e5c30e05f8190e4ee3e737","occ_55b572a2e8c3ce04c2a8b4aa","occ_8af46696c1641a9429ca48b8","occ_02fecd5a8bb97f45a607c4fc","occ_3ba21fae69683c312543b599","occ_5bdf35ba4f474addcc65fbf4","occ_c952ae439e48fff5bcce9522","occ_f8f935523c078db96b7ebb29","occ_3f56aa4239385ea51ca2c6a9","occ_23da55e81d4968738e4a155b","occ_23deb88eb7e2f59c373a0b49","occ_c2f6adbf5c460a86c1e43436","occ_10a0dd0586049fb0c3a19937","occ_13ddc9251ad760776203ae77","occ_660278b28a441aa253680987","occ_3073357f77b2dce6993ae6c2","occ_ca15c86decdd34dd7ee107ff","occ_d6c15b7a872ccd91d36352b9","occ_241797f7993bf3c1fc249140","occ_8a3a2d21d31b797eb2c92b53","occ_08f3704d577ae14da0a98c02","occ_98f49be7eeed1822a03d2d21","occ_d68e6cb3a6de5d990e52cb65","occ_089b427706f130001bf9aeaa","occ_cc841c3c7060664597140e9b","occ_6588840c5ef062627882b121","occ_fee6a44fdfb38ba3158d2f23","occ_4245e77f1aa7b541e633bee0","occ_4c742713bebb37c164067373","occ_2924141bfe1a31d31a5255ff","occ_a24a245c3ea58ee9b3f24d27","occ_9ae6f185c3aa14e82ac80620","occ_18ea67c41904e268eec235b8","occ_bc192c8e03479986f7580f38","occ_9889343c2e351227cdea6c6e","occ_474aa806df3cbd39cd0ea338","occ_32b972d01f15c5fa8d1de3bd","occ_6b0fca60d218399b39a8c0b3","occ_dc0afdebca55326f29e7c4ba","occ_f261b179a4a67b4fa3b7359c","occ_ced80d38c8420507a1e84b6a","occ_d19146b83993f7b32dcc06e6","occ_c537256e136e8b42defe7cf0","occ_740c04fe755ace86b7578e47","occ_86b4f6c16d1a264d782bcc85","occ_66b5db3de906e05a85161e12","occ_90c207b0d278bedada3f0523","occ_b84af865d8cab896607e8a47","occ_6d1813b159f70ccb12a2f8a5"],"revision_id":"rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","work_id":"wrk_d2f61eaa-5ee5-4d1f-b70d-7356a79ea61d"},{"date":{"precision":"instant","search_end":"2026-08-27","search_start":"2026-08-26","timezone":null,"value":"2026-08-26 03:07:18"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_d6489d242127d206f38b1147"],"revision_id":"rev_62e618a7-0275-4409-b9ab-02dd2c6efcc6","work_id":"wrk_3fab113c-78bc-42f4-b997-289808b4bf9b"},{"date":{"precision":"instant","search_end":"2026-08-28","search_start":"2026-08-27","timezone":null,"value":"2026-08-27 07:20:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_08ed0c298e2c3e911a2a606d","occ_20bcf040daea5337596b9f21","occ_143d72cb17a3d9908b6cbe37","occ_83fd0be4d61f4270ae31e6f1","occ_f07f3b516e5cadf355bc9d57","occ_224e3564a372e8417ec3350b","occ_24b9117204b9c1e6196b3750","occ_b8ad1e8e968c25fa3408b99a","occ_7e78b210f3b64a1bd5e3c375","occ_7dc6424862d104294d12258f","occ_5b470e5f095212d28f8e5991","occ_f92046e77bb78971d3265763","occ_78eb272245a7443b443a0457","occ_88e9d57c83d58a6e9e9c45bf","occ_44b3952f6afd32baa5f35ed9","occ_9b2ac547716887940823bc9e","occ_ac4c039602f184baa0a05ea7","occ_5c50fbc5823e4fecb4e7e107","occ_212c3557ff414339c03dd516","occ_4e7bb73a5bf127b9f6f1606e","occ_dfc5850c73a809432af08f08","occ_993f18a8a1bc0a994c6b03b2","occ_915747d73b53518a5f36bd6f","occ_c84facc1c2c14eb28938a7f8","occ_69aac6b9f502e492c6d4bba2","occ_309725b9df02478088cc27a7","occ_df4a9d9bfee7c99c65657f4b","occ_71d1ee28a72e1db25d431dfb","occ_badf8002ad289a1e2ab3379e","occ_6dc96a3a069a90099bc9cb21","occ_b78569a6c8734c2388f5246f","occ_709d604527680b8397b4cc25","occ_f6346289a5f638735f090335","occ_a96cefd3a426bc9a19472bd6","occ_e1023d08bd55e3147e605c16","occ_a834b3224175112de9369b8b","occ_f1494f3cbb7b7486233042d0","occ_0ba4bf2118c833a8e1dc0d98","occ_ecf084b3ae87c938a3def86e","occ_a000fd0bb039d513bc084df3","occ_d8715a114b73b28321fbf02b","occ_d64fcddac9cd58602806f639","occ_84201dae48a62a2c61d9b056","occ_74d0ab75c94699fb531703ea","occ_4f5fc93708de99c639869739","occ_d3220182a0c3bb804c28638b","occ_6fa5f12526571c191e5d6940","occ_738c456198def3352ae39dd6","occ_afa7db320c37a69ced7f665f","occ_8af2082d332abf5d0c8b0a6a","occ_5ae6149c5235ad1d52e99fc1","occ_f00d9a52bbe50624f09e2a1b","occ_a03a32d71aaf5f91886f01a7","occ_57865df92d02390fa2d01f1d","occ_dfc61bd1de6d4a838a0049c6","occ_852d1761cf9b56170c697c2e","occ_84da9073d109dfa55db74f93","occ_d5c2dfecffc253dfd8be827b","occ_fff01ad0c66fe398b8bfab0e","occ_b086be16e953790c014a48cf","occ_03ee7a4e305c0075070995fa","occ_6e03d4083918f1ef1cd401ef","occ_437572492ea7f86ed0376f50","occ_5fb644e76def6d3eb0adf74d","occ_47932d55577e856387b64ee6","occ_711b75a63c3919320c5d65dd"],"revision_id":"rev_a165cefe-658c-456f-b164-71170f172e7c","work_id":"wrk_52bd95ff-8ae9-42ac-a817-cc820320dd76"},{"date":{"precision":"instant","search_end":"2026-08-28","search_start":"2026-08-27","timezone":null,"value":"2026-08-27 12:40:40"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_f7e71ebc2e0d8df6fbdcd02a","occ_596139f0adc2bc25f6255fae","occ_d2e05b273fbc8a676edf138e","occ_59bc89c6c2d0b6860a2d63e4","occ_ee1faab3ca0c1e818edc9116","occ_4e411c640bd99e4a5ec3147c","occ_e3a651d5a75681caf861cacf","occ_ffd102d2219c96fc12a2acc2","occ_d86e25240a91e82b49af6af7","occ_78b364995904d76c197128bf","occ_ce699a7545f58b066f21f94e","occ_e5f085c26a166be90bc951a4","occ_d8331e79cc09164d8a67b720","occ_e72baac812ab01d879498dd0","occ_fed33c3ec9463204b5126c47","occ_875dacc7e5ff7a90347345e0","occ_a06842cd8decf6d6234db414","occ_2a87f061412962adf05c1c87","occ_690362ae6c783fe79304238f","occ_053632a7e588624d4ec58d19","occ_5b1efad0bb69761282c5f2d1","occ_b7b517f16082c6df56cfc672","occ_0d953db25eabe29c006feb90","occ_52dd399f38fcd5e46798ea88","occ_6734ebc62835a9c8ec1d5e81","occ_ed4b88c0a378b6665773d9d7","occ_dc33ee017473d2ecffab853a","occ_59d7a2cb48e18ed54504afcb","occ_8ab321aa6c7398fcdd649be1","occ_20e7e73f53b567c7e364d336","occ_73f73d19c76394065820dbb7","occ_32964400352094bf5585aa66","occ_d2f7658f97f41a2fbc148744","occ_9247e4178b22a90406fafc86","occ_56480bea92487329af12f78a","occ_8248c1ddc7e4cb84d3153fc7","occ_f40efae8113aa74a4c2c25e4","occ_010fc1a5de9ffb9806a3b28c","occ_17c0959addaa2b7e62032ed8","occ_bfddae17324fff5489dd2914","occ_d218000d41911894655db3d8","occ_b9b061e0b8978fd555baf8a5","occ_17247885d769c880bcacec00","occ_0fbb39cbef35d97720af0a5c","occ_71eb252527d590145b98eda3","occ_876871bc0f3b9b9366c96e99","occ_292dd2549e8fbe6ad3b6c0e2","occ_7634c767ba465c28c4ec173a","occ_8aa0bb7810ac23d780b0dc66"],"revision_id":"rev_c74e591e-d929-42b5-8c6c-04563fae77c3","work_id":"wrk_fee40c18-6b9b-4c23-9b8c-9b73d44984f3"},{"date":{"precision":"instant","search_end":"2026-08-29","search_start":"2026-08-28","timezone":null,"value":"2026-08-28 08:11:22"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_507204405ea2566fd8d7e940","occ_df5012dc21e0dd0148af6238","occ_bd864fff12e8e7b57cb5a433","occ_bac2c7343c301cf42489d553"],"revision_id":"rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6","work_id":"wrk_cf72029e-9466-4ece-9543-d960f25780ea"},{"date":{"precision":"instant","search_end":"2026-08-30","search_start":"2026-08-29","timezone":null,"value":"2026-08-29 20:33:34"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_3e2fb2303b2756b82de02113","occ_d3549020818a4e03dd0df0dd","occ_e6c4fb828e333b6b0332d890"],"revision_id":"rev_5f44b55a-c37f-42cf-ac49-298da914a87a","work_id":"wrk_57e07914-940b-4727-b215-7d77a2ac51c0"},{"date":{"precision":"instant","search_end":"2026-09-02","search_start":"2026-09-01","timezone":null,"value":"2026-09-01 14:51:02"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_493493c0b2faea82a0211e58","occ_eb6360b2ad79aa76d46d91fe","occ_c1fcd66d240c1eeb23134502","occ_a43660692fda954aa8a8ff2c","occ_d8f5da4cad8b644d14392c62","occ_cd54a6a7804e6e202aac761c","occ_e5dc229d5db11863af4e8dfb","occ_327566601bf1552bae34c940"],"revision_id":"rev_20f6e19f-c172-4e63-83ab-04729ac80c82","work_id":"wrk_ae883f23-4159-4408-941d-addc931dbce4"},{"date":{"precision":"instant","search_end":"2026-09-04","search_start":"2026-09-03","timezone":null,"value":"2026-09-03 22:40:52"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_d39a765f4e86abe04edea89f","occ_a8e1813a03efdfd87f6ed83b"],"revision_id":"rev_9da93714-e603-4ed0-af29-80871392e458","work_id":"wrk_d5b32e91-ddad-40bb-b75b-c80115e64a5e"},{"date":{"precision":"instant","search_end":"2026-09-05","search_start":"2026-09-04","timezone":null,"value":"2026-09-04 22:47:02"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_0b3c73f2de07d2294ba98047","occ_b97bb68720ee1ceb7875bb66","occ_7a38bfb623d7dd8b6669fd49","occ_cefb07b12133e7d9bdc9d87f","occ_f01405779544c18790d5d89c","occ_1d767df5b9b3a2373e1bb7c9","occ_d9c9bc1bd7f58aa556fe61b9","occ_3589e06a3a77cd0731208f76","occ_c69427e39897c6baaef80aa6","occ_558ade7730715f1bcfa9336c","occ_65008d4fe77c1ebe2f530aab","occ_9fa21832ed4cf68f9eaf1ba1","occ_6bc9b01cd6048371e117a583","occ_f60982f08505d4a5b9b216e3","occ_d66d513e0f8f857287f3ec8d","occ_aa01783acc2f79c13b07d2e5","occ_d912b73472b380aa2db56520","occ_b0098aedc30d66e062875f54","occ_6b54a104773df652d61e167c","occ_729396240df5fb04ac5a6fc6","occ_70b1e24b620b1293c074899b","occ_8b29b419361e27262e8e2f0f","occ_c08a6b96ff6af49fa86578ab","occ_464680125e605acb2ebbf179","occ_221fefdc262e78a55ac2765a","occ_d14e8f22e19dfd913bc8f944","occ_daa2c87c502224b828c1f880","occ_8dae8a5f9020de8058ef263b","occ_65ddc1f069a658227ebd2f0a","occ_95c5b393443c9edbd02b33b1","occ_73e5ec60bce99e2d46a98ec6","occ_5faea5aa8bd3d00c9737ee8d","occ_2b89861f388b24bd89ca47dd","occ_c0197cc7bcb3e3860000675e","occ_ff2a3e448ac7e9306b4b8305","occ_98a3ed8e7bc00886b000c86c","occ_b961b80c9beb5b6a236e5f1b","occ_f0ba849fb1ccd4628c81e834","occ_283954d691fc4f1eae9d1e90","occ_eba5b9094f6073f7b0bef77c","occ_959b68dd41f0b57c73121e81","occ_2829d2d45102058ad1e5a602","occ_791e865c0bcc3278b06866d2","occ_2072dd13726016eb404aec7a","occ_d6f2025d200bd92fcbe4b25d","occ_489c5942ac6b3c153a1df3f2","occ_9eab967a6b41f6274318e714","occ_7535538f634d1f9ff04f8e0c","occ_c3a03f3d979f9466ceda2fc3","occ_859cf8db2b8eb25f45249d48","occ_e88f996543172882c213bf47","occ_4d4c6dd598a738c594f893d2","occ_00b3e127a4ce651bd74d4221","occ_484a8126cb1a713d362cff4c","occ_61a90ecd2121366112dae4a6","occ_a882c2079be22817fdc98103","occ_4a3354510cf510e3e28af8f8","occ_4665e5c9843d32d812ae7dda","occ_14c988019a00646101020f62","occ_a31787a31d7f056fd464c62f","occ_c1cd2ace0d8c967b14b402c7","occ_4f500a101effd32a27745ab8","occ_3b7b186b37218b8447ef0406","occ_74c1f53b724f2a4935978245","occ_f83afb308859e16143a83490","occ_575b2780c51a64330852be74","occ_3398f85f79917b5131b57635","occ_cddcc390738f393ac26471f6","occ_80403393fb882878cbf08a4e","occ_79e15b8312391ba01aa82920"],"revision_id":"rev_73f07a40-b588-4fa6-bf2b-2880462e214c","work_id":"wrk_83edd5a9-4c70-4085-ba5b-602f9d005928"},{"date":{"precision":"instant","search_end":"2026-09-05","search_start":"2026-09-04","timezone":null,"value":"2026-09-04 13:48:38"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_2c0e64313e9a08c07afdbc7a","occ_4814eb88943d2a214a8af5bc"],"revision_id":"rev_8e69c4b3-4a90-4a4f-82f9-c2a31d24c009","work_id":"wrk_b4c27393-a197-48d3-8ba6-9f1e3161d1f6"},{"date":{"precision":"instant","search_end":"2026-09-07","search_start":"2026-09-06","timezone":null,"value":"2026-09-06 22:07:10"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_6f67796ead10e5c9398d9094"],"revision_id":"rev_c7523b3e-3b42-43d4-85e5-774de77f8279","work_id":"wrk_4ae60e61-9494-4f49-8456-e0117f825456"},{"date":{"precision":"instant","search_end":"2026-09-07","search_start":"2026-09-06","timezone":null,"value":"2026-09-06 14:30:30"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_6a0b5f77f12e96e5c03d323f","occ_6466e1a9ea4888b871d9b896","occ_931d79ee1080bde6b870209b","occ_05d0d7a13caaa09df58feeb4","occ_d58630793301f6f881722392","occ_29213ae9bb6c250cb82052b7","occ_ab1db86aae69d0839509b2a7","occ_fbd63a8916eb91eccb16be77","occ_05866bc97af49cb8c11deafe","occ_d7b7c2a94fdc313ed261e11b","occ_2f19e88680015a3434b73347","occ_87afd51a86d09b8eff7d15f3","occ_d5e189cdd8b15df03a1a1b46","occ_4e7178f5a058ded788b2fda9","occ_5c6fb8a0aac1f36542d9d922","occ_bcad65c8e5c831e1cda77908","occ_8bb4ccba1e17c15703a6f78e","occ_65b5d0535284888ac2dad50c","occ_5f63b97b884b48726816d0f9","occ_4b65bf1da603d6df61fc9fa3","occ_0051161e08ae527e6ae11f29","occ_b3da57c2aad6752d68bffc06","occ_3aee50e034059fcfc913216c","occ_9602e69ef3144f30eeed120f","occ_fd1df5112631484574fc0ed9","occ_374aae968a7edc8c4f3b7a76","occ_29744a4b196cc06050005915"],"revision_id":"rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","work_id":"wrk_4c390ee8-19a9-47a2-baff-32ac4e8e79ad"},{"date":{"precision":"instant","search_end":"2026-09-08","search_start":"2026-09-07","timezone":"+09:00","value":"2026-09-07T23:51:34.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_0e94a0ae6cb094a3594d4f3e","occ_6093280f392bf482f6374b24","occ_b4733eb6fc8041d23aa41a4e","occ_f0a534cdb58771656943b01c","occ_70b72eeeb7106da5997fe0e7","occ_239e9b4d3e83217af2d0908c","occ_8aa70856faa45b4e920bf351","occ_9d887ac15f2383b6a08b1ec9","occ_2a88b3a0f31a1cc5097a2182","occ_7c7b45e27e8ebc9e0075ecf6","occ_c85567eae9adc725313a93e3","occ_6e488f012fbcc1d06e27bb93","occ_5ff7303a63053a0917a2f177","occ_b0c12998f7c653f05bc617e9","occ_fcf5f756ead3fd5bfe624762","occ_e378e2934c814ee4f9ca6219","occ_4ce0d13c90e260b90c82c8e9"],"revision_id":"rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","work_id":"wrk_e946941d-2715-4fb6-a635-d393a4db813b"},{"date":{"precision":"instant","search_end":"2026-09-08","search_start":"2026-09-07","timezone":"+09:00","value":"2026-09-07T15:41:02.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_320488085a05f84a77e7313a","occ_50a8190e9e2a60217e76e288","occ_080205050b96b2bc8e6bf361","occ_f80d50dc3c9918672f50cd6c"],"revision_id":"rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f","work_id":"wrk_f73c6e12-fbc1-4457-8559-e8aca9f063c1"},{"date":{"precision":"instant","search_end":"2026-09-08","search_start":"2026-09-07","timezone":"+09:00","value":"2026-09-07T20:13:23.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_8ff72bdadf754b5603893305","occ_ac2ea2f579fc037cb5fb51b3","occ_79e11de0dafa616a2169297a","occ_4fbe88a0edf587259681078b"],"revision_id":"rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1","work_id":"wrk_384c66f1-b96b-40da-b2f6-d97ae8d35d02"},{"date":{"precision":"instant","search_end":"2026-09-09","search_start":"2026-09-08","timezone":"+09:00","value":"2026-09-08T18:38:54.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_44297a894604a2d8e4aaeadf"],"revision_id":"rev_eb92ff59-a729-4aea-ac3f-9cbb667b2dd4","work_id":"wrk_0bf6ec28-040e-4940-a9e0-45eb805889bd"},{"date":{"precision":"instant","search_end":"2026-09-11","search_start":"2026-09-10","timezone":"+09:00","value":"2026-09-10T04:12:13.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_1dbcb90fc98425ead6963cf2","occ_e5f26a53b29cc291b9d3242f","occ_0747e0feed7f2949351c2f18","occ_f760c45e32053cbe3de74c42","occ_9d0c9af8037b89f6c4bdc65b","occ_29d392c141eaf8c5741d2b30","occ_235ebd7364b71939b3561512","occ_38a2fa3988d7367b7b286784","occ_5e2e6a946b6f9517495103c9","occ_ee8e5ec10d3d10a8f25f8f53","occ_2657dd03d2d0d145a2e23bc0","occ_e3f95a5c3dfe8d81f3b2a8c3","occ_df74756e40db893ea8310456","occ_38d461c2d23e6afc8a412f93","occ_51d8299d681a3a39ef0133f6","occ_96505526c41a619910117ad2","occ_16bb9476885b914929586048","occ_8346f6891367fd5174e6b39c","occ_080745f6a076faba678fdb61"],"revision_id":"rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","work_id":"wrk_dfcbc670-103a-4931-8d23-d5f51671c61b"},{"date":{"precision":"instant","search_end":"2026-09-12","search_start":"2026-09-11","timezone":"+09:00","value":"2026-09-11T20:34:18.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_6bd99c5659f543d53305f8f4","occ_9ad914e565c0fc89d9155324","occ_c760fafa57c2a2ab6681d463","occ_e476092a5b9ceb911cb3f4fc","occ_db4b616c5ff0be3c5f69b35c","occ_f4f97d08d5a9855e25090ee0","occ_c82afc4b74a78ad6ea5cbf78","occ_3afee4580e5d3a564bd2e317","occ_39f084a37834dadfb8a1aae1","occ_cfa831b25bb6dc36d8c01fef","occ_137547168cfb311fcfe70a10","occ_3e489834ea0986f9c48ed77b","occ_a55f94ec755d291f1fca3165","occ_5fcb692668918d8e21e2c983","occ_cdd43b4a43f12d6a6a832e79","occ_f97d5234dd5335e69eaab488","occ_595eccdca1a1069878c541f5","occ_d0746e83e380961187b35591"],"revision_id":"rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","work_id":"wrk_958dfab7-4e11-4e38-9d35-db36e1f1b2f7"},{"date":{"precision":"instant","search_end":"2026-09-12","search_start":"2026-09-11","timezone":"+09:00","value":"2026-09-11T22:58:21.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_9d0eddcbf422f958fa502b45","occ_db734da70ae27e13c2566f1b","occ_392619130d1c3503d0c397b5","occ_e4db9fcabc8d8db2e67a0a6e","occ_5d7ec991d0fa73d124500ef5","occ_ba7551b917bde7e45668d64f","occ_f052e1b033fdcc9afef3798e","occ_7fee93e2c26fd568cabff958","occ_ef5afb4375563590ab04d3c7","occ_e9f06d67f9d3e7105bf1c1fa"],"revision_id":"rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","work_id":"wrk_991ce980-1208-4f4b-8294-25a23882a284"},{"date":{"precision":"instant","search_end":"2026-09-14","search_start":"2026-09-13","timezone":"+09:00","value":"2026-09-13T19:26:49.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_ead47804b195445be6e4d733"],"revision_id":"rev_01c4b1d1-a854-4507-a2d7-bcf6b40fafd5","work_id":"wrk_dbe273d0-7a27-4a33-8051-93c6d0c21198"},{"date":{"precision":"instant","search_end":"2026-09-16","search_start":"2026-09-15","timezone":"+09:00","value":"2026-09-15T01:29:06.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_f521f4cffbdf378a5822bf1c","occ_75b042bc242ab725b7b92e98","occ_aed7a3786ec41d0cb9925c10","occ_996bd38d5d3d13e215d3c574","occ_86bae810e7c99d03e4fdf496","occ_874dc9cec7131e0efc50dc36","occ_7fc00fe1f6605011a8f2d0a4","occ_1f58eaf92d24309c70636eb2","occ_d7d61f1b88f59a105c25a357","occ_a2b585f3c48e197d12a6ddb7","occ_0c71c5c11ab5b800a7e11838","occ_68283038ac813c6fb1d98ff0","occ_bc25f025c5d4a3b71d2c35c5","occ_7167f8a6c81ba6442c659fb1","occ_609c4a98e67b23721a5138d0","occ_280953c2bc60b1226078753c","occ_98aa910eabcffef4829fedc2","occ_8b1a85f645bd150d025eb732","occ_0d2986aa50f10f2971cd7184","occ_baefd113449b9cadd6816e32","occ_b8b11506283f2eff4f5af20e","occ_83fe9843ef5f1339d2bcf186","occ_c320df7e167f879775db9ba2","occ_69cd07ab6c611d9793e6f76d","occ_6e36827b2f575c98d46f06dd","occ_84d07751eeb3c9a0cab7f6bf","occ_72364a87e000df5ce09ebb57","occ_d45d7d496569e9668c5e0c47","occ_6a2b6c4bfc3c579a58fe858a","occ_fbd47a49fa05b9a5a26077ef","occ_bf5f545463574307655113d8","occ_afb32bfa4e17f851973e4b14","occ_a28e716c9a27f59f75f3b496","occ_ec8676f058b54243edbbdc91","occ_264436146e9e7d6be8e6be26","occ_4e75e8d172e2d850c9e4ba10","occ_b8b76b3110b7c3a935354791","occ_d6fe5f235af75a96b78aea40","occ_76596a4145d7471604dd0b8d","occ_d4cd4e8466658c4884745f16","occ_23b0334e933beb6692c0436b","occ_faa02c458c18778dbd889d8b","occ_6354e07f625e924c2ad84110","occ_5a8e7a45baff7df92ef184b6","occ_1d2dea6699c0fea35e7ee605","occ_aba7f4d6b8b9b5d3a4c608e4"],"revision_id":"rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","work_id":"wrk_72fede57-1e40-4a22-81c2-67b2328ba457"},{"date":{"precision":"instant","search_end":"2026-09-20","search_start":"2026-09-19","timezone":"+09:00","value":"2026-09-19T02:04:35.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_2aa0538ac1992756a1956249","occ_a184501375d6ab38e31bbe93"],"revision_id":"rev_214b9034-b7c9-47c2-b4c9-4fc2638813c2","work_id":"wrk_9749f686-e40c-44ba-b4bb-ffa5b232f684"},{"date":{"precision":"instant","search_end":"2026-09-22","search_start":"2026-09-21","timezone":"+09:00","value":"2026-09-21T22:02:09.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_0f2048ab1ae0534640f24bc7","occ_619c82bf1489a5ca0ef52887","occ_59368b608ebc6b4c89518f03"],"revision_id":"rev_f7f62641-cc2a-4f5f-806e-af380e2a434d","work_id":"wrk_b2d1f487-7fa7-47b4-82dd-6c46f607a69f"},{"date":{"precision":"instant","search_end":"2026-09-22","search_start":"2026-09-21","timezone":"+09:00","value":"2026-09-21T03:51:36.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_591aff8d4b183ffc0cff5601"],"revision_id":"rev_fd06b790-ef4d-4f39-b0f0-a4b5a385a68f","work_id":"wrk_72e32c27-b23c-4183-8eb7-24edf305aafb"},{"date":{"precision":"instant","search_end":"2026-09-24","search_start":"2026-09-23","timezone":"+09:00","value":"2026-09-23T06:22:02.000+09:00"},"date_kind":"source_date","is_distribution_representative":true,"occurrence_ids":["occ_40aa6c8ac0b049466145ad8f","occ_6cde14e034acf0f0b554d3c9","occ_7363b0296d2bfe5f703e093c","occ_716a6edd56e4f79153786e5e","occ_05cfdd3ba2d1c573b9d0acbc"],"revision_id":"rev_2e5b712c-b120-4b45-91dd-33e6758666be","work_id":"wrk_c9d1ffd9-bc82-481f-b5ce-3dbca5dfe331"}],"earliest_revision_ids":["rev_2b771286-9bc4-45c0-b45d-6524baf27996"],"interpretation":"Oldest candidates by the selected metadata axis within this Snapshot, using currently saved bodies; not author-history first use.","undated":[]},"aggregates_by_layer":{"bibliography":{"month":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-04","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":9,"mention_count":0,"period":"2025-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":6,"mention_count":0,"period":"2025-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2025-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-05","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2025-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-08","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":6,"mention_count":0,"period":"2025-09","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":12,"mention_count":0,"period":"2025-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":7,"mention_count":0,"period":"2026-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2026-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":3,"mention_count":0,"period":"2026-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":15,"mention_count":0,"period":"2026-04","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":18,"mention_count":0,"period":"2026-05","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":50,"mention_count":0,"period":"2026-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":51,"mention_count":0,"period":"2026-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":40,"mention_count":0,"period":"2026-08","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":30,"mention_count":0,"period":"2026-09","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-07","2022-12","2023-01","2023-02","2023-06","2023-11","2024-04","2024-10","2025-01","2025-02","2025-03","2025-05","2025-06","2025-07","2025-08","2025-09","2025-10","2025-11","2025-12","2026-01","2026-02","2026-03","2026-04","2026-05","2026-06","2026-07","2026-08","2026-09"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"quarter":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2023-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":19,"mention_count":0,"period":"2025-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":12,"mention_count":0,"period":"2025-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":16,"mention_count":0,"period":"2025-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":11,"mention_count":0,"period":"2026-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":83,"mention_count":0,"period":"2026-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":121,"mention_count":0,"period":"2026-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-Q3","2022-Q4","2023-Q1","2023-Q2","2023-Q4","2024-Q2","2024-Q4","2025-Q1","2025-Q2","2025-Q3","2025-Q4","2026-Q1","2026-Q2","2026-Q3"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"year":{"cells":[{"denominator":3,"mention_count":0,"period":"2022","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2023","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2024","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":49,"mention_count":0,"period":"2025","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":215,"mention_count":0,"period":"2026","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022","2023","2024","2025","2026"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0}},"body":{"month":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-04","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":9,"mention_count":72,"period":"2025-01","revision_ids":["rev_2b771286-9bc4-45c0-b45d-6524baf27996"],"section_count":23,"share":0.1111111111111111,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":6,"mention_count":0,"period":"2025-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":37,"period":"2025-03","revision_ids":["rev_ec6cc502-640e-4fef-a24c-82386eb57344","rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64"],"section_count":28,"share":0.5,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":2},{"denominator":1,"mention_count":0,"period":"2025-05","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":60,"period":"2025-07","revision_ids":["rev_f17ef624-e9fd-49a4-b061-966093172de4"],"section_count":4,"share":0.25,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":2,"mention_count":0,"period":"2025-08","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":6,"mention_count":92,"period":"2025-09","revision_ids":["rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","rev_24eb030e-0590-42b8-bd89-6a25a4dfc487"],"section_count":27,"share":0.3333333333333333,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":2},{"denominator":12,"mention_count":18,"period":"2025-10","revision_ids":["rev_28e52d32-205e-4601-9fe8-535cce2d0600"],"section_count":6,"share":0.08333333333333333,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":2,"mention_count":11,"period":"2025-11","revision_ids":["rev_5c1381d3-461d-40ab-acea-997127510f6e"],"section_count":9,"share":0.5,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":2,"mention_count":3,"period":"2025-12","revision_ids":["rev_4eb110b8-6300-4d37-befb-7de1200dd0be"],"section_count":1,"share":0.5,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":7,"mention_count":2,"period":"2026-01","revision_ids":["rev_01fd9ef5-e950-489e-8feb-7c8ac4a60ef9"],"section_count":2,"share":0.14285714285714285,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":1,"mention_count":0,"period":"2026-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":3,"mention_count":0,"period":"2026-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":15,"mention_count":242,"period":"2026-04","revision_ids":["rev_4ca9ee61-40e0-44b0-b0b2-ae6a2fe89483","rev_57810a5f-315e-49a7-ac85-72cc27e35eff","rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","rev_61f118e1-20e7-486f-b830-cae804dd9f14","rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","rev_9af30ed5-ec26-4204-9f65-58324ee5fba5","rev_f487aa08-2568-42ad-85cb-11c258b5b71d","rev_f9e9defb-c22c-436c-840a-c351b48ea9bb"],"section_count":107,"share":0.5333333333333333,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":8},{"denominator":18,"mention_count":137,"period":"2026-05","revision_ids":["rev_217016cb-4b97-4b15-993e-73dded8489d4","rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","rev_62acaca2-fec9-4724-be08-6ebd3c061f93","rev_6cb909ec-1291-4cbb-a768-f72123829d08","rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608","rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","rev_c49d360e-2b3c-4311-82ad-b78a89fde3e0","rev_da6063d5-59b2-4519-9c42-45d8f4f206c8"],"section_count":83,"share":0.6666666666666666,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":12},{"denominator":50,"mention_count":508,"period":"2026-06","revision_ids":["rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_37ec6023-d760-4f21-887c-7dd94c473806","rev_45773254-bafb-490e-9237-765416121418","rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e","rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","rev_53605de4-06cc-4e0b-9bc9-21f393408c0a","rev_5cb295dd-df59-4d28-9799-42065461c569","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_7cb9ce1e-1af9-43d5-a7ec-083ddf3b94e9","rev_7f54400c-aa33-4bcd-9786-34216d309dbd","rev_7fd87260-401e-4d9b-830d-373e2a334bb7","rev_84a77d25-ab82-4d74-abb1-c248dd75257f","rev_90fb7b96-f10b-43df-a612-0c23e8a50740","rev_91468364-fe9d-4ab5-a6dc-f203e89bc64a","rev_92ff5158-6c34-4526-ab02-c8db8332951f","rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8","rev_977092a4-68df-47ac-8de2-4e66567c8a95","rev_9d4ead97-69cb-4ce7-8223-0346945539b2","rev_a3e10132-4b92-414d-8744-acbeb6f0b294","rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","rev_abe6b561-f51c-4549-a97f-aab2b725492e","rev_ae55c104-d140-4064-adf1-726fae29a7f3","rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab","rev_afc88027-978f-428a-a597-dd5d129dc441","rev_bb9a9bde-af83-422a-9558-c75e6cb1da78","rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","rev_bde0c156-c5e8-4c02-a4c1-11e282359f67","rev_c1530075-b9e3-4144-b8ce-f6e480c778fa","rev_ca87695f-4cf9-40a1-bc61-6a123a71ffe6","rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","rev_d567eb31-f37d-4b61-934d-8845386d4709","rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280"],"section_count":195,"share":0.76,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":38},{"denominator":51,"mention_count":934,"period":"2026-07","revision_ids":["rev_00217178-ae5e-4e98-87ca-c35048af1ca4","rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","rev_098e8803-5806-4df3-818d-ad62b9126a33","rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","rev_1246df84-dae2-49be-ab7b-94b8c8902078","rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","rev_25c19733-e8bf-4666-a96e-91917803878b","rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e","rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","rev_4802c0fb-3eae-453b-96d2-1237f0009713","rev_54b154f3-ea9f-45e9-b38b-a16c54ca3e2b","rev_57995821-c471-42b5-ae3a-f989b7bd06f5","rev_5ed1cac5-83cc-4660-89c7-643aae40960d","rev_65271768-1b9c-4fbd-a486-d503b37eaf9a","rev_66313feb-6eff-400e-94b9-3dd889eabe3e","rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","rev_70df7bb7-127f-4402-9374-f897f873bafb","rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","rev_793e83db-98e9-4062-b995-36674ef0d72b","rev_89aecdf6-89fd-445d-a71c-7e189e82904d","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_94f3d3d6-6b52-4f98-89a0-318fe428f5cb","rev_9c10c6f9-4055-4591-a368-74112c253a08","rev_a199924e-5c69-4344-bb57-0e0a36cda082","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","rev_a4cce969-13d1-46b4-be66-954788627617","rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","rev_c720ff79-9532-414c-ab0c-c6caec3e9331","rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","rev_ddbe7777-4c06-4736-a565-b1f544e649ff","rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","rev_eed892a0-f77a-496a-bd60-343ac50f5809","rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","rev_fd5eeabd-4433-491f-b463-c900cf908355"],"section_count":368,"share":0.7843137254901961,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":40},{"denominator":40,"mention_count":1125,"period":"2026-08","revision_ids":["rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6","rev_27743cb0-aee7-439b-a5dd-1faac0292586","rev_2774a11f-f3af-4056-8394-07f7d1934023","rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","rev_402559ee-01e9-43f3-a0e9-719e30746fc3","rev_434ed8d3-8167-4144-9b6e-d003da6dda05","rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","rev_5387a515-478b-41ca-82a3-5b54af988fd1","rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37","rev_5bf9454f-9956-42b9-a29c-ae99782c33c0","rev_5f44b55a-c37f-42cf-ac49-298da914a87a","rev_62e618a7-0275-4409-b9ab-02dd2c6efcc6","rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","rev_a165cefe-658c-456f-b164-71170f172e7c","rev_a8af9681-d20e-4553-871e-1d7168015faf","rev_bcca5c5e-94f7-4bf9-b249-187454f09a22","rev_c74e591e-d929-42b5-8c6c-04563fae77c3","rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a"],"section_count":487,"share":0.8,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":32},{"denominator":30,"mention_count":263,"period":"2026-09","revision_ids":["rev_01c4b1d1-a854-4507-a2d7-bcf6b40fafd5","rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","rev_20f6e19f-c172-4e63-83ab-04729ac80c82","rev_214b9034-b7c9-47c2-b4c9-4fc2638813c2","rev_2e5b712c-b120-4b45-91dd-33e6758666be","rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f","rev_73f07a40-b588-4fa6-bf2b-2880462e214c","rev_8e69c4b3-4a90-4a4f-82f9-c2a31d24c009","rev_9da93714-e603-4ed0-af29-80871392e458","rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","rev_c7523b3e-3b42-43d4-85e5-774de77f8279","rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1","rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","rev_eb92ff59-a729-4aea-ac3f-9cbb667b2dd4","rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","rev_f7f62641-cc2a-4f5f-806e-af380e2a434d","rev_fd06b790-ef4d-4f39-b0f0-a4b5a385a68f"],"section_count":126,"share":0.6333333333333333,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":19},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-07","2022-12","2023-01","2023-02","2023-06","2023-11","2024-04","2024-10","2025-01","2025-02","2025-03","2025-05","2025-06","2025-07","2025-08","2025-09","2025-10","2025-11","2025-12","2026-01","2026-02","2026-03","2026-04","2026-05","2026-06","2026-07","2026-08","2026-09"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"quarter":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2023-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":19,"mention_count":109,"period":"2025-Q1","revision_ids":["rev_2b771286-9bc4-45c0-b45d-6524baf27996","rev_ec6cc502-640e-4fef-a24c-82386eb57344","rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64"],"section_count":51,"share":0.15789473684210525,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":3},{"denominator":2,"mention_count":0,"period":"2025-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":12,"mention_count":152,"period":"2025-Q3","revision_ids":["rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","rev_24eb030e-0590-42b8-bd89-6a25a4dfc487","rev_f17ef624-e9fd-49a4-b061-966093172de4"],"section_count":31,"share":0.25,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":3},{"denominator":16,"mention_count":32,"period":"2025-Q4","revision_ids":["rev_28e52d32-205e-4601-9fe8-535cce2d0600","rev_4eb110b8-6300-4d37-befb-7de1200dd0be","rev_5c1381d3-461d-40ab-acea-997127510f6e"],"section_count":16,"share":0.1875,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":3},{"denominator":11,"mention_count":2,"period":"2026-Q1","revision_ids":["rev_01fd9ef5-e950-489e-8feb-7c8ac4a60ef9"],"section_count":2,"share":0.09090909090909091,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":83,"mention_count":887,"period":"2026-Q2","revision_ids":["rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","rev_217016cb-4b97-4b15-993e-73dded8489d4","rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_37ec6023-d760-4f21-887c-7dd94c473806","rev_45773254-bafb-490e-9237-765416121418","rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e","rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","rev_4ca9ee61-40e0-44b0-b0b2-ae6a2fe89483","rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","rev_53605de4-06cc-4e0b-9bc9-21f393408c0a","rev_57810a5f-315e-49a7-ac85-72cc27e35eff","rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","rev_5cb295dd-df59-4d28-9799-42065461c569","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","rev_61f118e1-20e7-486f-b830-cae804dd9f14","rev_62acaca2-fec9-4724-be08-6ebd3c061f93","rev_6cb909ec-1291-4cbb-a768-f72123829d08","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_7cb9ce1e-1af9-43d5-a7ec-083ddf3b94e9","rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","rev_7f54400c-aa33-4bcd-9786-34216d309dbd","rev_7fd87260-401e-4d9b-830d-373e2a334bb7","rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","rev_84a77d25-ab82-4d74-abb1-c248dd75257f","rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608","rev_90fb7b96-f10b-43df-a612-0c23e8a50740","rev_91468364-fe9d-4ab5-a6dc-f203e89bc64a","rev_92ff5158-6c34-4526-ab02-c8db8332951f","rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8","rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","rev_977092a4-68df-47ac-8de2-4e66567c8a95","rev_9af30ed5-ec26-4204-9f65-58324ee5fba5","rev_9d4ead97-69cb-4ce7-8223-0346945539b2","rev_a3e10132-4b92-414d-8744-acbeb6f0b294","rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","rev_abe6b561-f51c-4549-a97f-aab2b725492e","rev_ae55c104-d140-4064-adf1-726fae29a7f3","rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab","rev_afc88027-978f-428a-a597-dd5d129dc441","rev_bb9a9bde-af83-422a-9558-c75e6cb1da78","rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","rev_bde0c156-c5e8-4c02-a4c1-11e282359f67","rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","rev_c1530075-b9e3-4144-b8ce-f6e480c778fa","rev_c49d360e-2b3c-4311-82ad-b78a89fde3e0","rev_ca87695f-4cf9-40a1-bc61-6a123a71ffe6","rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","rev_d567eb31-f37d-4b61-934d-8845386d4709","rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","rev_f487aa08-2568-42ad-85cb-11c258b5b71d","rev_f9e9defb-c22c-436c-840a-c351b48ea9bb","rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280"],"section_count":385,"share":0.6987951807228916,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":58},{"denominator":121,"mention_count":2322,"period":"2026-Q3","revision_ids":["rev_00217178-ae5e-4e98-87ca-c35048af1ca4","rev_01c4b1d1-a854-4507-a2d7-bcf6b40fafd5","rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","rev_098e8803-5806-4df3-818d-ad62b9126a33","rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","rev_1246df84-dae2-49be-ab7b-94b8c8902078","rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6","rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","rev_20f6e19f-c172-4e63-83ab-04729ac80c82","rev_214b9034-b7c9-47c2-b4c9-4fc2638813c2","rev_25c19733-e8bf-4666-a96e-91917803878b","rev_27743cb0-aee7-439b-a5dd-1faac0292586","rev_2774a11f-f3af-4056-8394-07f7d1934023","rev_2e5b712c-b120-4b45-91dd-33e6758666be","rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e","rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","rev_402559ee-01e9-43f3-a0e9-719e30746fc3","rev_434ed8d3-8167-4144-9b6e-d003da6dda05","rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","rev_4802c0fb-3eae-453b-96d2-1237f0009713","rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","rev_5387a515-478b-41ca-82a3-5b54af988fd1","rev_54b154f3-ea9f-45e9-b38b-a16c54ca3e2b","rev_57995821-c471-42b5-ae3a-f989b7bd06f5","rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37","rev_5bf9454f-9956-42b9-a29c-ae99782c33c0","rev_5ed1cac5-83cc-4660-89c7-643aae40960d","rev_5f44b55a-c37f-42cf-ac49-298da914a87a","rev_62e618a7-0275-4409-b9ab-02dd2c6efcc6","rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","rev_65271768-1b9c-4fbd-a486-d503b37eaf9a","rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f","rev_66313feb-6eff-400e-94b9-3dd889eabe3e","rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","rev_70df7bb7-127f-4402-9374-f897f873bafb","rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","rev_73f07a40-b588-4fa6-bf2b-2880462e214c","rev_793e83db-98e9-4062-b995-36674ef0d72b","rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","rev_89aecdf6-89fd-445d-a71c-7e189e82904d","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_8e69c4b3-4a90-4a4f-82f9-c2a31d24c009","rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","rev_94f3d3d6-6b52-4f98-89a0-318fe428f5cb","rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","rev_9c10c6f9-4055-4591-a368-74112c253a08","rev_9da93714-e603-4ed0-af29-80871392e458","rev_a165cefe-658c-456f-b164-71170f172e7c","rev_a199924e-5c69-4344-bb57-0e0a36cda082","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","rev_a4cce969-13d1-46b4-be66-954788627617","rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","rev_a8af9681-d20e-4553-871e-1d7168015faf","rev_bcca5c5e-94f7-4bf9-b249-187454f09a22","rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","rev_c720ff79-9532-414c-ab0c-c6caec3e9331","rev_c74e591e-d929-42b5-8c6c-04563fae77c3","rev_c7523b3e-3b42-43d4-85e5-774de77f8279","rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1","rev_ddbe7777-4c06-4736-a565-b1f544e649ff","rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","rev_eb92ff59-a729-4aea-ac3f-9cbb667b2dd4","rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","rev_eed892a0-f77a-496a-bd60-343ac50f5809","rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","rev_f7f62641-cc2a-4f5f-806e-af380e2a434d","rev_fd06b790-ef4d-4f39-b0f0-a4b5a385a68f","rev_fd5eeabd-4433-491f-b463-c900cf908355"],"section_count":981,"share":0.7520661157024794,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":91},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-Q3","2022-Q4","2023-Q1","2023-Q2","2023-Q4","2024-Q2","2024-Q4","2025-Q1","2025-Q2","2025-Q3","2025-Q4","2026-Q1","2026-Q2","2026-Q3"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"year":{"cells":[{"denominator":3,"mention_count":0,"period":"2022","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2023","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2024","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":49,"mention_count":293,"period":"2025","revision_ids":["rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","rev_24eb030e-0590-42b8-bd89-6a25a4dfc487","rev_28e52d32-205e-4601-9fe8-535cce2d0600","rev_2b771286-9bc4-45c0-b45d-6524baf27996","rev_4eb110b8-6300-4d37-befb-7de1200dd0be","rev_5c1381d3-461d-40ab-acea-997127510f6e","rev_ec6cc502-640e-4fef-a24c-82386eb57344","rev_f17ef624-e9fd-49a4-b061-966093172de4","rev_ff004386-e6c0-470b-b19a-7eaa2c2aba64"],"section_count":98,"share":0.1836734693877551,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":9},{"denominator":215,"mention_count":3211,"period":"2026","revision_ids":["rev_00217178-ae5e-4e98-87ca-c35048af1ca4","rev_01c4b1d1-a854-4507-a2d7-bcf6b40fafd5","rev_01fd9ef5-e950-489e-8feb-7c8ac4a60ef9","rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","rev_098e8803-5806-4df3-818d-ad62b9126a33","rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","rev_0d613fb6-d01b-48f0-8a64-b54a137ad32e","rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","rev_0f7c606d-558f-4edb-99eb-4609a9fb0a95","rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","rev_1246df84-dae2-49be-ab7b-94b8c8902078","rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","rev_157ef6d2-69fe-48f2-9940-db00dbbbc5b6","rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","rev_20f6e19f-c172-4e63-83ab-04729ac80c82","rev_214b9034-b7c9-47c2-b4c9-4fc2638813c2","rev_217016cb-4b97-4b15-993e-73dded8489d4","rev_25c19733-e8bf-4666-a96e-91917803878b","rev_27743cb0-aee7-439b-a5dd-1faac0292586","rev_2774a11f-f3af-4056-8394-07f7d1934023","rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","rev_2e5b712c-b120-4b45-91dd-33e6758666be","rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","rev_37ec6023-d760-4f21-887c-7dd94c473806","rev_385079a7-c5a3-4a8e-9c9a-7b84af62dd7e","rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","rev_402559ee-01e9-43f3-a0e9-719e30746fc3","rev_434ed8d3-8167-4144-9b6e-d003da6dda05","rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","rev_45773254-bafb-490e-9237-765416121418","rev_45e2a710-51c3-42ae-a56c-b21f7fd55a5e","rev_4802c0fb-3eae-453b-96d2-1237f0009713","rev_48a46dd8-5089-4a60-987b-dcda2b2ff37b","rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","rev_4ca9ee61-40e0-44b0-b0b2-ae6a2fe89483","rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","rev_53605de4-06cc-4e0b-9bc9-21f393408c0a","rev_5387a515-478b-41ca-82a3-5b54af988fd1","rev_54b154f3-ea9f-45e9-b38b-a16c54ca3e2b","rev_57810a5f-315e-49a7-ac85-72cc27e35eff","rev_57995821-c471-42b5-ae3a-f989b7bd06f5","rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","rev_5a837b64-cde7-45d0-82fa-e2c1156e1e37","rev_5bf9454f-9956-42b9-a29c-ae99782c33c0","rev_5cb295dd-df59-4d28-9799-42065461c569","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_5ed1cac5-83cc-4660-89c7-643aae40960d","rev_5f44b55a-c37f-42cf-ac49-298da914a87a","rev_5f90a6d0-abcb-4341-ad3f-bf14f2e88363","rev_61f118e1-20e7-486f-b830-cae804dd9f14","rev_62acaca2-fec9-4724-be08-6ebd3c061f93","rev_62e618a7-0275-4409-b9ab-02dd2c6efcc6","rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","rev_65271768-1b9c-4fbd-a486-d503b37eaf9a","rev_65b5da7e-451d-4db3-bb9a-e33b0c6f465f","rev_66313feb-6eff-400e-94b9-3dd889eabe3e","rev_6cb909ec-1291-4cbb-a768-f72123829d08","rev_6f7e9f1a-6c8f-457d-8fdf-eb9746d573f8","rev_70df7bb7-127f-4402-9374-f897f873bafb","rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","rev_73f07a40-b588-4fa6-bf2b-2880462e214c","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_793e83db-98e9-4062-b995-36674ef0d72b","rev_7a6f6c00-002d-4db4-89c0-8eff54c3c177","rev_7cb9ce1e-1af9-43d5-a7ec-083ddf3b94e9","rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","rev_7f54400c-aa33-4bcd-9786-34216d309dbd","rev_7fd87260-401e-4d9b-830d-373e2a334bb7","rev_82a7a6e0-7b98-4dbd-a2cb-f619eb332b23","rev_84a77d25-ab82-4d74-abb1-c248dd75257f","rev_89aecdf6-89fd-445d-a71c-7e189e82904d","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_8c9a8f7a-e00e-4b6d-b58d-ba3e89e02608","rev_8e69c4b3-4a90-4a4f-82f9-c2a31d24c009","rev_8f8ffd4e-00d7-47a6-9906-ce0fa86b3835","rev_90fb7b96-f10b-43df-a612-0c23e8a50740","rev_91468364-fe9d-4ab5-a6dc-f203e89bc64a","rev_92ff5158-6c34-4526-ab02-c8db8332951f","rev_9369ec68-2723-4ee0-81f8-c835d3d59ac8","rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","rev_94f3d3d6-6b52-4f98-89a0-318fe428f5cb","rev_977092a4-68df-47ac-8de2-4e66567c8a95","rev_9832039f-aefc-4f9c-a4d2-d9fc943e8b1d","rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","rev_9af30ed5-ec26-4204-9f65-58324ee5fba5","rev_9c10c6f9-4055-4591-a368-74112c253a08","rev_9d4ead97-69cb-4ce7-8223-0346945539b2","rev_9da93714-e603-4ed0-af29-80871392e458","rev_a165cefe-658c-456f-b164-71170f172e7c","rev_a199924e-5c69-4344-bb57-0e0a36cda082","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_a3e10132-4b92-414d-8744-acbeb6f0b294","rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","rev_a4cce969-13d1-46b4-be66-954788627617","rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","rev_a8af9681-d20e-4553-871e-1d7168015faf","rev_abe6b561-f51c-4549-a97f-aab2b725492e","rev_ae55c104-d140-4064-adf1-726fae29a7f3","rev_aea0fd30-a496-42e0-975e-3de7b0cd01ab","rev_afc88027-978f-428a-a597-dd5d129dc441","rev_bb9a9bde-af83-422a-9558-c75e6cb1da78","rev_bbd7c7cc-2c2f-4ae5-b5ff-2c79a2e13e88","rev_bcca5c5e-94f7-4bf9-b249-187454f09a22","rev_bde0c156-c5e8-4c02-a4c1-11e282359f67","rev_bf97dda8-b55b-4e4d-b1cf-b775474af9b2","rev_c0f60d6c-f786-4c21-bf93-b517ab98e464","rev_c1530075-b9e3-4144-b8ce-f6e480c778fa","rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","rev_c49d360e-2b3c-4311-82ad-b78a89fde3e0","rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","rev_c720ff79-9532-414c-ab0c-c6caec3e9331","rev_c74e591e-d929-42b5-8c6c-04563fae77c3","rev_c7523b3e-3b42-43d4-85e5-774de77f8279","rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","rev_ca87695f-4cf9-40a1-bc61-6a123a71ffe6","rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","rev_cfe5b9e3-26a7-41f5-bf9e-934074846f04","rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","rev_d567eb31-f37d-4b61-934d-8845386d4709","rev_d934c776-cfe7-4351-835a-a4c4a8a0f2c1","rev_da6063d5-59b2-4519-9c42-45d8f4f206c8","rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","rev_ddbe7777-4c06-4736-a565-b1f544e649ff","rev_df2ff134-3d7b-48d0-82b5-c341fa1dc646","rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","rev_e4df2a9f-4a34-4f95-8006-7efec2bba610","rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","rev_e9bd03d1-2d06-4ded-bc4f-bfc67a547fbc","rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","rev_eb92ff59-a729-4aea-ac3f-9cbb667b2dd4","rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa","rev_ee871b65-2665-47a6-9e3d-f1a3b67b1de1","rev_eed892a0-f77a-496a-bd60-343ac50f5809","rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","rev_f487aa08-2568-42ad-85cb-11c258b5b71d","rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","rev_f7f62641-cc2a-4f5f-806e-af380e2a434d","rev_f9e9defb-c22c-436c-840a-c351b48ea9bb","rev_fd06b790-ef4d-4f39-b0f0-a4b5a385a68f","rev_fd4d1c88-70bf-4d6a-88e1-27b35ef0d280","rev_fd5eeabd-4433-491f-b463-c900cf908355"],"section_count":1368,"share":0.6976744186046512,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":150},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022","2023","2024","2025","2026"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0}},"caption":{"month":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-04","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":9,"mention_count":0,"period":"2025-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":6,"mention_count":0,"period":"2025-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2025-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-05","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2025-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-08","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":6,"mention_count":0,"period":"2025-09","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":12,"mention_count":0,"period":"2025-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":7,"mention_count":0,"period":"2026-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2026-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":3,"mention_count":0,"period":"2026-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":15,"mention_count":0,"period":"2026-04","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":18,"mention_count":0,"period":"2026-05","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":50,"mention_count":2,"period":"2026-06","revision_ids":["rev_78657238-b40f-4a7c-b670-325df3688f39","rev_abe6b561-f51c-4549-a97f-aab2b725492e"],"section_count":2,"share":0.04,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":2},{"denominator":51,"mention_count":4,"period":"2026-07","revision_ids":["rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277"],"section_count":4,"share":0.0392156862745098,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":2},{"denominator":40,"mention_count":5,"period":"2026-08","revision_ids":["rev_402559ee-01e9-43f3-a0e9-719e30746fc3","rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa"],"section_count":5,"share":0.075,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":3},{"denominator":30,"mention_count":0,"period":"2026-09","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-07","2022-12","2023-01","2023-02","2023-06","2023-11","2024-04","2024-10","2025-01","2025-02","2025-03","2025-05","2025-06","2025-07","2025-08","2025-09","2025-10","2025-11","2025-12","2026-01","2026-02","2026-03","2026-04","2026-05","2026-06","2026-07","2026-08","2026-09"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"quarter":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2023-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":19,"mention_count":0,"period":"2025-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":12,"mention_count":0,"period":"2025-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":16,"mention_count":0,"period":"2025-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":11,"mention_count":0,"period":"2026-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":83,"mention_count":2,"period":"2026-Q2","revision_ids":["rev_78657238-b40f-4a7c-b670-325df3688f39","rev_abe6b561-f51c-4549-a97f-aab2b725492e"],"section_count":2,"share":0.024096385542168676,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":2},{"denominator":121,"mention_count":9,"period":"2026-Q3","revision_ids":["rev_402559ee-01e9-43f3-a0e9-719e30746fc3","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa"],"section_count":9,"share":0.04132231404958678,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":5},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-Q3","2022-Q4","2023-Q1","2023-Q2","2023-Q4","2024-Q2","2024-Q4","2025-Q1","2025-Q2","2025-Q3","2025-Q4","2026-Q1","2026-Q2","2026-Q3"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"year":{"cells":[{"denominator":3,"mention_count":0,"period":"2022","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2023","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2024","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":49,"mention_count":0,"period":"2025","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":215,"mention_count":11,"period":"2026","revision_ids":["rev_402559ee-01e9-43f3-a0e9-719e30746fc3","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_abe6b561-f51c-4549-a97f-aab2b725492e","rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5","rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa"],"section_count":11,"share":0.03255813953488372,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":7},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022","2023","2024","2025","2026"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0}},"character":{"month":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-04","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":9,"mention_count":0,"period":"2025-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":6,"mention_count":0,"period":"2025-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2025-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-05","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2025-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-08","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":6,"mention_count":0,"period":"2025-09","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":12,"mention_count":0,"period":"2025-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":7,"mention_count":0,"period":"2026-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2026-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":3,"mention_count":0,"period":"2026-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":15,"mention_count":0,"period":"2026-04","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":18,"mention_count":0,"period":"2026-05","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":50,"mention_count":17,"period":"2026-06","revision_ids":["rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_37ec6023-d760-4f21-887c-7dd94c473806","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_92ff5158-6c34-4526-ab02-c8db8332951f","rev_abe6b561-f51c-4549-a97f-aab2b725492e","rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","rev_dbe69fb8-f76d-44e6-b111-aa27e548a204"],"section_count":13,"share":0.18,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":9},{"denominator":51,"mention_count":15,"period":"2026-07","revision_ids":["rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","rev_70df7bb7-127f-4402-9374-f897f873bafb","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d"],"section_count":11,"share":0.11764705882352941,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":6},{"denominator":40,"mention_count":7,"period":"2026-08","revision_ids":["rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","rev_5387a515-478b-41ca-82a3-5b54af988fd1","rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa"],"section_count":6,"share":0.1,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":4},{"denominator":30,"mention_count":1,"period":"2026-09","revision_ids":["rev_eaa7004e-c9e4-4bc4-9718-2e518decec70"],"section_count":1,"share":0.03333333333333333,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-07","2022-12","2023-01","2023-02","2023-06","2023-11","2024-04","2024-10","2025-01","2025-02","2025-03","2025-05","2025-06","2025-07","2025-08","2025-09","2025-10","2025-11","2025-12","2026-01","2026-02","2026-03","2026-04","2026-05","2026-06","2026-07","2026-08","2026-09"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"quarter":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2023-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":19,"mention_count":0,"period":"2025-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":12,"mention_count":0,"period":"2025-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":16,"mention_count":0,"period":"2025-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":11,"mention_count":0,"period":"2026-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":83,"mention_count":17,"period":"2026-Q2","revision_ids":["rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_37ec6023-d760-4f21-887c-7dd94c473806","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_92ff5158-6c34-4526-ab02-c8db8332951f","rev_abe6b561-f51c-4549-a97f-aab2b725492e","rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","rev_dbe69fb8-f76d-44e6-b111-aa27e548a204"],"section_count":13,"share":0.10843373493975904,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":9},{"denominator":121,"mention_count":23,"period":"2026-Q3","revision_ids":["rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","rev_5387a515-478b-41ca-82a3-5b54af988fd1","rev_70df7bb7-127f-4402-9374-f897f873bafb","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa"],"section_count":18,"share":0.09090909090909091,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":11},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-Q3","2022-Q4","2023-Q1","2023-Q2","2023-Q4","2024-Q2","2024-Q4","2025-Q1","2025-Q2","2025-Q3","2025-Q4","2026-Q1","2026-Q2","2026-Q3"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"year":{"cells":[{"denominator":3,"mention_count":0,"period":"2022","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2023","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2024","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":49,"mention_count":0,"period":"2025","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":215,"mention_count":40,"period":"2026","revision_ids":["rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_37ec6023-d760-4f21-887c-7dd94c473806","rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","rev_5387a515-478b-41ca-82a3-5b54af988fd1","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_70df7bb7-127f-4402-9374-f897f873bafb","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_92ff5158-6c34-4526-ab02-c8db8332951f","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_abe6b561-f51c-4549-a97f-aab2b725492e","rev_d47a57d8-f3a6-4505-9ea6-c03ae4416616","rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","rev_e8d93c5a-854a-4940-b5f8-c5823efe6c2d","rev_eaa7004e-c9e4-4bc4-9718-2e518decec70","rev_ec8dcee2-8cfa-47fc-b563-9c677fad17fa"],"section_count":31,"share":0.09302325581395349,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":20},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022","2023","2024","2025","2026"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0}},"code":{"month":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-04","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":9,"mention_count":0,"period":"2025-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":6,"mention_count":0,"period":"2025-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2025-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-05","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2025-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-08","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":6,"mention_count":2,"period":"2025-09","revision_ids":["rev_24eb030e-0590-42b8-bd89-6a25a4dfc487"],"section_count":1,"share":0.16666666666666666,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":12,"mention_count":0,"period":"2025-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":7,"mention_count":0,"period":"2026-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2026-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":3,"mention_count":0,"period":"2026-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":15,"mention_count":9,"period":"2026-04","revision_ids":["rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","rev_f487aa08-2568-42ad-85cb-11c258b5b71d"],"section_count":6,"share":0.2,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":3},{"denominator":18,"mention_count":61,"period":"2026-05","revision_ids":["rev_217016cb-4b97-4b15-993e-73dded8489d4","rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","rev_6cb909ec-1291-4cbb-a768-f72123829d08","rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4"],"section_count":50,"share":0.3333333333333333,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":6},{"denominator":50,"mention_count":15,"period":"2026-06","revision_ids":["rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_92ff5158-6c34-4526-ab02-c8db8332951f","rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","rev_abe6b561-f51c-4549-a97f-aab2b725492e","rev_dbe69fb8-f76d-44e6-b111-aa27e548a204"],"section_count":11,"share":0.2,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":10},{"denominator":51,"mention_count":145,"period":"2026-07","revision_ids":["rev_00217178-ae5e-4e98-87ca-c35048af1ca4","rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","rev_069f7cc4-0ca9-44ca-b711-fdfd84413ec4","rev_098e8803-5806-4df3-818d-ad62b9126a33","rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","rev_120b7405-aefc-4d5d-a68b-9713613e3e1f","rev_1246df84-dae2-49be-ab7b-94b8c8902078","rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","rev_4802c0fb-3eae-453b-96d2-1237f0009713","rev_5ed1cac5-83cc-4660-89c7-643aae40960d","rev_70df7bb7-127f-4402-9374-f897f873bafb","rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","rev_793e83db-98e9-4062-b995-36674ef0d72b","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_a199924e-5c69-4344-bb57-0e0a36cda082","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","rev_a4cce969-13d1-46b4-be66-954788627617","rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","rev_c720ff79-9532-414c-ab0c-c6caec3e9331","rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","rev_ddbe7777-4c06-4736-a565-b1f544e649ff","rev_eed892a0-f77a-496a-bd60-343ac50f5809","rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","rev_fd5eeabd-4433-491f-b463-c900cf908355"],"section_count":103,"share":0.5686274509803921,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":29},{"denominator":40,"mention_count":125,"period":"2026-08","revision_ids":["rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","rev_a165cefe-658c-456f-b164-71170f172e7c","rev_c74e591e-d929-42b5-8c6c-04563fae77c3","rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a"],"section_count":49,"share":0.2,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":8},{"denominator":30,"mention_count":0,"period":"2026-09","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-07","2022-12","2023-01","2023-02","2023-06","2023-11","2024-04","2024-10","2025-01","2025-02","2025-03","2025-05","2025-06","2025-07","2025-08","2025-09","2025-10","2025-11","2025-12","2026-01","2026-02","2026-03","2026-04","2026-05","2026-06","2026-07","2026-08","2026-09"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"quarter":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2023-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":19,"mention_count":0,"period":"2025-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":12,"mention_count":2,"period":"2025-Q3","revision_ids":["rev_24eb030e-0590-42b8-bd89-6a25a4dfc487"],"section_count":1,"share":0.08333333333333333,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":16,"mention_count":0,"period":"2025-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":11,"mention_count":0,"period":"2026-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":83,"mention_count":85,"period":"2026-Q2","revision_ids":["rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","rev_217016cb-4b97-4b15-993e-73dded8489d4","rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_6cb909ec-1291-4cbb-a768-f72123829d08","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","rev_92ff5158-6c34-4526-ab02-c8db8332951f","rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","rev_abe6b561-f51c-4549-a97f-aab2b725492e","rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","rev_f487aa08-2568-42ad-85cb-11c258b5b71d"],"section_count":67,"share":0.2289156626506024,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":19},{"denominator":121,"mention_count":270,"period":"2026-Q3","revision_ids":["rev_00217178-ae5e-4e98-87ca-c35048af1ca4","rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","rev_069f7cc4-0ca9-44ca-b711-fdfd84413ec4","rev_098e8803-5806-4df3-818d-ad62b9126a33","rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","rev_120b7405-aefc-4d5d-a68b-9713613e3e1f","rev_1246df84-dae2-49be-ab7b-94b8c8902078","rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","rev_4802c0fb-3eae-453b-96d2-1237f0009713","rev_5ed1cac5-83cc-4660-89c7-643aae40960d","rev_70df7bb7-127f-4402-9374-f897f873bafb","rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","rev_793e83db-98e9-4062-b995-36674ef0d72b","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_a165cefe-658c-456f-b164-71170f172e7c","rev_a199924e-5c69-4344-bb57-0e0a36cda082","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","rev_a4cce969-13d1-46b4-be66-954788627617","rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","rev_c720ff79-9532-414c-ab0c-c6caec3e9331","rev_c74e591e-d929-42b5-8c6c-04563fae77c3","rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","rev_ddbe7777-4c06-4736-a565-b1f544e649ff","rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","rev_eed892a0-f77a-496a-bd60-343ac50f5809","rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","rev_fd5eeabd-4433-491f-b463-c900cf908355"],"section_count":152,"share":0.30578512396694213,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":37},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-Q3","2022-Q4","2023-Q1","2023-Q2","2023-Q4","2024-Q2","2024-Q4","2025-Q1","2025-Q2","2025-Q3","2025-Q4","2026-Q1","2026-Q2","2026-Q3"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"year":{"cells":[{"denominator":3,"mention_count":0,"period":"2022","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2023","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2024","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":49,"mention_count":2,"period":"2025","revision_ids":["rev_24eb030e-0590-42b8-bd89-6a25a4dfc487"],"section_count":1,"share":0.02040816326530612,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":215,"mention_count":355,"period":"2026","revision_ids":["rev_00217178-ae5e-4e98-87ca-c35048af1ca4","rev_04caab49-911d-4fa8-9f6d-3786d6161ca6","rev_069f7cc4-0ca9-44ca-b711-fdfd84413ec4","rev_098e8803-5806-4df3-818d-ad62b9126a33","rev_0b72e772-70fd-4fc3-94b4-3beabdd8120c","rev_0c1ca0be-030b-470f-a556-2d79b9d3ddce","rev_0e8f98f5-ea3d-4d3b-847a-a6846f2569e9","rev_120b7405-aefc-4d5d-a68b-9713613e3e1f","rev_1246df84-dae2-49be-ab7b-94b8c8902078","rev_15381314-c653-4ce9-9b25-d8495cdbf4d1","rev_17972011-3c15-4377-a2ea-f36af8fa6c2f","rev_217016cb-4b97-4b15-993e-73dded8489d4","rev_2cf94359-bc71-4b68-8fd3-9c93c45ac3eb","rev_2dcad1b1-3b1a-4999-bd4c-d504dda3eae6","rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_355a11d8-4fec-4b80-a649-e98f432ab2b2","rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","rev_4802c0fb-3eae-453b-96d2-1237f0009713","rev_49a8bdbd-8ee8-4c28-8af4-da1787c47955","rev_513457e5-9067-4419-bce8-bb6dfe3e66c5","rev_584d62bb-c9f7-4d1f-b637-8fac93976f1b","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_5ed1cac5-83cc-4660-89c7-643aae40960d","rev_6cb909ec-1291-4cbb-a768-f72123829d08","rev_70df7bb7-127f-4402-9374-f897f873bafb","rev_716e29e3-ca33-4e0a-89d8-a4c146c91139","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_793e83db-98e9-4062-b995-36674ef0d72b","rev_7d6d4b5c-60bd-44d9-a7c5-ea8b8feb6dd2","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_92ff5158-6c34-4526-ab02-c8db8332951f","rev_93e994ee-fc71-4a2c-868a-e0b16e4b39b4","rev_a165cefe-658c-456f-b164-71170f172e7c","rev_a199924e-5c69-4344-bb57-0e0a36cda082","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3e9cc84-29ea-4e2f-8ea0-a01272094ec6","rev_a4008bc2-ae2c-4bd7-8615-0b3c4e0936ff","rev_a4cce969-13d1-46b4-be66-954788627617","rev_a576fa5a-37e6-4ec1-abf6-a1f85dd3b36b","rev_abe6b561-f51c-4549-a97f-aab2b725492e","rev_c3791796-7fb7-4aa8-a70b-bf30979f4726","rev_c70dba8d-8c2a-4c07-934b-5920ce54c240","rev_c720ff79-9532-414c-ab0c-c6caec3e9331","rev_c74e591e-d929-42b5-8c6c-04563fae77c3","rev_cd09d63d-aa63-4e93-bc42-e8db09f09c30","rev_d4189e74-ba90-4c4f-8495-9a2fccea5a2a","rev_dbe69fb8-f76d-44e6-b111-aa27e548a204","rev_ddbe7777-4c06-4736-a565-b1f544e649ff","rev_e1c0a212-5ad0-4fbc-81f6-60d2df49d753","rev_e2c369be-a992-44a9-bbc1-81ed4928e89f","rev_eed892a0-f77a-496a-bd60-343ac50f5809","rev_f13a5f0d-0c68-4d12-9656-86661b1e65d8","rev_f3a5d7c9-6dfa-4c38-8bf2-a37063801332","rev_f487aa08-2568-42ad-85cb-11c258b5b71d","rev_f76185ef-dd8b-44e4-a82a-7b8cc8225b9a","rev_fd5eeabd-4433-491f-b463-c900cf908355"],"section_count":219,"share":0.26046511627906976,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":56},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022","2023","2024","2025","2026"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0}},"math":{"month":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-04","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":9,"mention_count":0,"period":"2025-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":6,"mention_count":0,"period":"2025-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2025-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-05","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2025-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-08","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":6,"mention_count":0,"period":"2025-09","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":12,"mention_count":0,"period":"2025-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":7,"mention_count":0,"period":"2026-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2026-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":3,"mention_count":0,"period":"2026-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":15,"mention_count":0,"period":"2026-04","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":18,"mention_count":0,"period":"2026-05","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":50,"mention_count":0,"period":"2026-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":51,"mention_count":0,"period":"2026-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":40,"mention_count":0,"period":"2026-08","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":30,"mention_count":0,"period":"2026-09","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-07","2022-12","2023-01","2023-02","2023-06","2023-11","2024-04","2024-10","2025-01","2025-02","2025-03","2025-05","2025-06","2025-07","2025-08","2025-09","2025-10","2025-11","2025-12","2026-01","2026-02","2026-03","2026-04","2026-05","2026-06","2026-07","2026-08","2026-09"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"quarter":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2023-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":19,"mention_count":0,"period":"2025-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":12,"mention_count":0,"period":"2025-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":16,"mention_count":0,"period":"2025-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":11,"mention_count":0,"period":"2026-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":83,"mention_count":0,"period":"2026-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":121,"mention_count":0,"period":"2026-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-Q3","2022-Q4","2023-Q1","2023-Q2","2023-Q4","2024-Q2","2024-Q4","2025-Q1","2025-Q2","2025-Q3","2025-Q4","2026-Q1","2026-Q2","2026-Q3"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"year":{"cells":[{"denominator":3,"mention_count":0,"period":"2022","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2023","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2024","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":49,"mention_count":0,"period":"2025","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":215,"mention_count":0,"period":"2026","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022","2023","2024","2025","2026"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0}},"title":{"month":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-04","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":9,"mention_count":1,"period":"2025-01","revision_ids":["rev_2b771286-9bc4-45c0-b45d-6524baf27996"],"section_count":0,"share":0.1111111111111111,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":6,"mention_count":0,"period":"2025-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2025-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-05","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2025-06","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2025-07","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-08","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":6,"mention_count":1,"period":"2025-09","revision_ids":["rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2"],"section_count":0,"share":0.16666666666666666,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":12,"mention_count":0,"period":"2025-10","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-11","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2025-12","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":7,"mention_count":0,"period":"2026-01","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2026-02","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":3,"mention_count":0,"period":"2026-03","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":15,"mention_count":0,"period":"2026-04","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":18,"mention_count":0,"period":"2026-05","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":50,"mention_count":4,"period":"2026-06","revision_ids":["rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_78657238-b40f-4a7c-b670-325df3688f39"],"section_count":0,"share":0.06,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":3},{"denominator":51,"mention_count":6,"period":"2026-07","revision_ids":["rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","rev_5ed1cac5-83cc-4660-89c7-643aae40960d","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_a4cce969-13d1-46b4-be66-954788627617"],"section_count":0,"share":0.11764705882352941,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":6},{"denominator":40,"mention_count":6,"period":"2026-08","revision_ids":["rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5"],"section_count":0,"share":0.15,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":6},{"denominator":30,"mention_count":0,"period":"2026-09","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-07","2022-12","2023-01","2023-02","2023-06","2023-11","2024-04","2024-10","2025-01","2025-02","2025-03","2025-05","2025-06","2025-07","2025-08","2025-09","2025-10","2025-11","2025-12","2026-01","2026-02","2026-03","2026-04","2026-05","2026-06","2026-07","2026-08","2026-09"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"quarter":{"cells":[{"denominator":2,"mention_count":0,"period":"2022-Q3","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2022-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2023-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2023-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":1,"mention_count":0,"period":"2024-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":19,"mention_count":1,"period":"2025-Q1","revision_ids":["rev_2b771286-9bc4-45c0-b45d-6524baf27996"],"section_count":0,"share":0.05263157894736842,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":2,"mention_count":0,"period":"2025-Q2","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":12,"mention_count":1,"period":"2025-Q3","revision_ids":["rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2"],"section_count":0,"share":0.08333333333333333,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":1},{"denominator":16,"mention_count":0,"period":"2025-Q4","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":11,"mention_count":0,"period":"2026-Q1","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":83,"mention_count":4,"period":"2026-Q2","revision_ids":["rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_78657238-b40f-4a7c-b670-325df3688f39"],"section_count":0,"share":0.03614457831325301,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":3},{"denominator":121,"mention_count":12,"period":"2026-Q3","revision_ids":["rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","rev_5ed1cac5-83cc-4660-89c7-643aae40960d","rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_a4cce969-13d1-46b4-be66-954788627617","rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5"],"section_count":0,"share":0.09917355371900827,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":12},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022-Q3","2022-Q4","2023-Q1","2023-Q2","2023-Q4","2024-Q2","2024-Q4","2025-Q1","2025-Q2","2025-Q3","2025-Q4","2026-Q1","2026-Q2","2026-Q3"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0},"year":{"cells":[{"denominator":3,"mention_count":0,"period":"2022","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":4,"mention_count":0,"period":"2023","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":2,"mention_count":0,"period":"2024","revision_ids":[],"section_count":0,"share":0.0,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0},{"denominator":49,"mention_count":2,"period":"2025","revision_ids":["rev_0d8f6bbc-636e-4d8d-8ba4-920514c5aff2","rev_2b771286-9bc4-45c0-b45d-6524baf27996"],"section_count":0,"share":0.04081632653061224,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":2},{"denominator":215,"mention_count":16,"period":"2026","revision_ids":["rev_107f711f-ec27-4af9-b9da-f5facd0cd7f9","rev_2f5cc921-59ef-4e07-ba11-82e4656c1db7","rev_3fd4618d-8d1a-4a0a-8f71-c67475f7c6b1","rev_44c73f5c-647d-467e-8aa2-527eb6352a8a","rev_4b279499-0bae-4004-81f9-2ca2bb999ac5","rev_5dbe090a-744f-4659-8ee9-8fbc7195e238","rev_5ed1cac5-83cc-4660-89c7-643aae40960d","rev_651c50c5-c7cc-48ef-96fd-cd7a080eafc3","rev_78657238-b40f-4a7c-b670-325df3688f39","rev_89eb6a8e-70dd-4f87-9da4-213e9ac3f499","rev_9a79fb7c-7189-4703-9970-53ae7a5a375d","rev_a30fdebb-6a5f-4491-8480-bc05cbb21f96","rev_a3938e39-c989-454c-9e91-c75a6d9b8277","rev_a4cce969-13d1-46b4-be66-954788627617","rev_c89081f7-eb04-4049-a4a4-68cbe681a3f5"],"section_count":0,"share":0.06976744186046512,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":15},{"denominator":0,"mention_count":0,"period":null,"revision_ids":[],"section_count":0,"share":null,"topic_id":"top_94212174-be67-4183-9024-638c93ddb07c","work_count":0}],"periods":["2022","2023","2024","2025","2026"],"undated_or_insufficient_precision_work_count":0,"unknown_date_work_count":0}}},"layers":{"body":"本文","character":"絶ノイア・Sil-Kathnaの章","title":"記事タイトル","caption":"画像の代替テキスト・キャプション","bibliography":"参考文献","code":"コード・テキスト図","math":"数式"}}