åå°äœå ¬è¡šãããæŽå¯
SMTè£ çœ®åžå Žãè£ çœ®ã¿ã€ãå¥ïŒå®è£ è£ çœ®ãã¹ã¯ãªãŒã³å°å·è£ çœ®ãæ€æ»è£ 眮ãã¯ãã ä»ãè£ çœ®ããã®ä»ïŒãã³ã³ããŒãã³ãå¥ïŒSMTãã·ã³ããã£ãŒããŒãããºã«ãã³ã³ãã¢ããã®ä»ïŒãèªååã¬ãã«å¥ïŒæåè£ çœ®ãåèªåè£ çœ®ãå šèªåè£ çœ®ïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒå®¶é»ãèªåè»ã黿°éä¿¡ãèªç©ºå®å®ããã³é²è¡ãå»ççšé»åæ©åšãç£æ¥çšé»åæ©åšããšãã«ã®ãŒããã³é»åã·ã¹ãã ïŒããšã³ããŠãŒã¶ãŒå¥ (é»åæ©åšè£œé ãµãŒãã¹ãOEMããã®ä»)ãå°çå¥ (åç±³ãã©ãã³ã¢ã¡ãªã«ããšãŒããããã¢ãžã¢å€ªå¹³æŽãäžæ±ãã¢ããªã«)... ãã£ãšèŠã
Spintronicsã¯ãé»åã®äŸµå ¥ã¹ãã³ãç ç©¶ããããã«ãåºäœç¶æ è£ çœ®ã§äœ¿çšãããã¹ãã³ããŒã¹ã®é»ååæè¡ã§ãã é»åãšã¯å¯Ÿç §çã«ãã¹ãã³ãã¯ãããžãŒã¯é»åã®ã¹ãã³ã䜿çšããŠãããããã«é¢é£ããç£æ°ç¬éãå©çšããŸãã Spintronicsã®æè¡ã¯ãããŒããã©ã€ããã»ã³ãµãŒãããžã¿ã«é»åæ©åšã§æçšã§ãã驿°ãæããŠããŸãã ããã«ãé«ããŒã¿è»¢éé床ã倧容éã¹ãã¬ãŒãžå®¹éãããã³ä»è éã®åŠçèœåã®åŒ·åãªã©ã®ã¹ãã³ãããã¯ã¹ã®ç¹åŸŽã¯ãã¹ãã³ãããã¯ã¹åžå Žã®æé·ãä¿é²ããŠããŸãã Spintronicsã®æè¡ã¯ç£æ°RAM (MRAM)ãå°å ¥ããŸããã MRAMã¯ãå°æ¥ã®åŸæ¥ã®RAMãšæ¯èŒããŠé«ãæ¡... ãã£ãšèŠã
AIåå°äœåžå Žããããã¿ã€ãå¥ïŒã°ã©ãã£ãã¯ã¹ããã»ãã·ã³ã°ãŠãããïŒGPUïŒãç¹å®çšéåãéç©åè·¯ïŒASIC/TPUïŒãAIæé©åCPUããã³APUããšããžAI NPUããã³SoCããã£ãŒã«ãããã°ã©ããã«ã²ãŒãã¢ã¬ã€ïŒFPGAïŒãé«åž¯åå¹ ã¡ã¢ãªããã³AIã¡ã¢ãªãAIãããã¯ãŒãã³ã°ããã³ã€ã³ã¿ãŒã³ãã¯ããããïŒãæ©èœå¥ïŒAIãã¬ãŒãã³ã°ãAIæšè«ïŒãå±éå¥ (ããŒã¿ã»ã³ã¿ãŒãšã¯ã©ãŠãAIããšããžãšãªã³ããã€ã¹AI)ããšã³ããŠãŒã¶ãŒå¥(ã¯ã©ãŠããšãã€ããŒã¹ã±ãŒã«ããŒã¿ã»ã³ã¿ãŒããšã³ã¿ãŒãã©ã€ãºITãšãã€ããã©ãŒãã³ã¹ã³ã³ãã¥ãŒãã£ã³ã°ãå®¶åºçšé»å補åãèªåè»ãšã¢ããªãã£ãç£æ¥ãªãŒãã¡ãŒã·ã§ã³... ãã£ãšèŠã
åå°äœææåžå ŽããŠã§ãææå¥ïŒã·ãªã³ã³ãçåã±ã€çŽ ãã¬ãªãŠã ãçŽ ãçªåã¬ãªãŠã ããªã³åã€ã³ãžãŠã ïŒã補é ããã»ã¹å¥ïŒãŠã§ã補é ããªãœã°ã©ãã£ãŒããšããã³ã°ãèžçãããã±ãŒãžã³ã°ããã³çµç«ïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒããžãã¯ããã³ãã€ã¯ãããã»ããµãã¡ã¢ãªããã€ã¹ãã¢ããã°éç©åè·¯ããã£ã¹ã¯ãªãŒãããã€ã¹ããã¯ãŒåå°äœããã®ä»ïŒããšã³ããŠãŒã¶ãŒå¥ïŒå®¶é»è£œåã èªåè»ã黿°éä¿¡ãããŒã¿ã»ã³ã¿ãŒãç£æ¥çšé»åæ©åšããã®ä»ïŒãå°çå¥ïŒåç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«ïŒ... ãã£ãšèŠã
ç¹æ®ãã©ã³ã¹ã¯ããããã¯ãŒã¯ããã¢ããªã±ãŒã·ã§ã³ã¬ãã«ãŸã§ã®é»å§ãäžæãããããã黿µãæå€§ã«ããããšãã§ããŸãã ç¹å¥ãªå€å§åšã®ç¯å²ã¯èª¿æŽããæŽæµåšå€å§åšãACã¢ãŒã¯çã®å€å§åšãACã¢ãŒã¯çãDCã¢ãŒã¯çã®å€å§åšããã³å€§ãããã©ã€ã/ã³ã³ããŒã¿ãŒã®å€å§åšã®ããã®ã·ãªãŒãºååçãå«ãã§ããŸãã ãããã®å€å§åšã¯ååŠè¬åãèªåè»ããªã€ã«åã³ã¬ã¹å·¥æ¥ãéŒéäŒæ¥ããã³ä»ã®ã®ãããªããŸããŸãªäŒæ¥ã§äœ¿çšãããŸããæ¥çã®ããŸããŸãªè£œé ããã»ã¹ã«å¿ èŠãªé«é»åéèŠã®å¢å ã¯ãç¹å¥ãªå€å§åšåžå Žã®æé·ãä¿é²ãã倧ããªèŠå ã§ã ç¹æ®å€å§åšåžå Žã®æé·ã«èµ·å ããäž»èŠãªèŠå ã¯ãæ²¹ãã¬ã¹ãéå±ããªã©ã®æ¥çã®é«é»åéèŠãå¢å ã... ãã£ãšèŠã
ASICèšèšãµãŒãã¹åžå ŽããµãŒãã¹ã¿ã€ãå¥ïŒããã³ããšã³ãèšèšãããã¯ãšã³ãèšèšãç©çèšèšãèšèšæ€èšŒããã®ä»ïŒãèšèšã¿ã€ãå¥ïŒãã«ã«ã¹ã¿ã èšèšãã»ãã«ã¹ã¿ã èšèšãASICèšèšå€æŽãã·ã¹ãã ãªã³ãããèšèšïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒå®¶é»ã黿°éä¿¡ãèªåè»ãç£æ¥çšé»åæ©åšããã«ã¹ã±ã¢ãšã¬ã¯ãããã¯ã¹ãèªç©ºå®å®ããã³é²è¡ïŒããšã³ããŠãŒã¶ãŒå¥ïŒåå°äœäŒæ¥ãçžæå ãã©ã³ãè£œé æ¥è ãã¯ã©ãŠããµãŒãã¹ãããã€ããŒãèªåè»ïŒ ã¡ãŒã«ãŒãç£æ¥æè¡äŒæ¥ããã¡ãã¬ã¹åå°äœäŒæ¥ïŒãå°çå¥ïŒåç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«ïŒ... ãã£ãšèŠã
é«åºŠãªICåºæ¿åžå Žãåºæ¿ã¿ã€ãå¥ïŒããªãããããããŒã«ã°ãªããã¢ã¬ã€åºæ¿ãããªããããããããã¹ã±ãŒã«ããã±ãŒãžåºæ¿ããã¡ã€ã³ãããããŒã«ã°ãªããã¢ã¬ã€åºæ¿ããã®ä»ïŒãæè¡ã¿ã€ãå¥ïŒé«å¯åºŠçžäºæ¥ç¶åºæ¿ããã«ãã¢ãããã£ã«ã åºæ¿ãã³ã¢ã¬ã¹åºæ¿ãçµã¿èŸŒã¿ã³ã³ããŒãã³ãåºæ¿ãã¬ã©ã¹ã³ã¢åºæ¿ïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒå®¶é»ã ãã€ããã©ãŒãã³ã¹ ã³ã³ãã¥ãŒãã£ã³ã°ãããŒã¿ã»ã³ã¿ãŒãšäººå·¥ç¥èœãèªåè»ãšã¬ã¯ãããã¯ã¹ã黿°éä¿¡ãšãããã¯ãŒãã³ã°ãç£æ¥çšãšã¬ã¯ãããã¯ã¹)ãå°åå¥ (åç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«)... ãã£ãšèŠã
AIåå°äœåžå Žããããã¿ã€ãå¥ïŒã°ã©ãã£ãã¯ã¹ããã»ãã·ã³ã°ãŠããããç¹å®çšéåãéç©åè·¯ãäžå€®åŠçãŠãããããã£ãŒã«ãããã°ã©ããã«ã²ãŒãã¢ã¬ã€ããã®ä»ïŒãã¢ãŒããã¯ãã£ã¿ã€ãå¥ïŒGPUããŒã¹ãASICããŒã¹ãFPGAããŒã¹ããã¥ãŒãã¢ãŒãã£ãã¯ïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒçæäººå·¥ç¥èœãèªç¶èšèªåŠçãã³ã³ãã¥ãŒã¿ããžã§ã³ãèªåŸã·ã¹ãã ããããã£ã¯ã¹ãäºæž¬åæïŒããšã³ãå¥ ãŠãŒã¶ãŒ (ã¯ã©ãŠã ãµãŒãã¹ ãããã€ããŒãå®¶é»ã¡ãŒã«ãŒãèªåè»ã¡ãŒã«ãŒãç£æ¥äŒæ¥ãå»çæ©é¢)ãå°çå¥ (åç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«)... ãã£ãšèŠã
ã¹ããŒããªè¡£æãã¹ããŒããªç¹ç©ãé»åç¹ç©ããŸãã¯ã¹ããŒããªè¡£é¡ãšããŠç¥ãããŠããã¹ããŒããªçå°ã¯ãLEDsã黿± ãéç©åè·¯ãã³ã³ãã¯ã¿ãŒã®ãããªããžã¿ã« ã³ã³ããŒãã³ããããŠé»åæ©åšã身ã«ã€ããä»å ããã䟡å€ãæäŸããããã«åã蟌ãŸããã¿ã€ãã®çå°ã§ãã ã¹ããŒããªçå°ã¯çŸçããã³æ§èœã®é«ãããšããŠåé¡ããããšãã§ããŸãã ã³ããã³ãããªãšã¹ãã«ããã€ãã³ãã±ãã©ãŒãªã©ãããŸããŸãªçŽ æããäœãããŠããŸãã ãŸãããã€ãªãŒãã倪éœé»æ± ããã©ã³ãžã¹ã¿ãå°äœãæµæåšãªã©ã®é»æ°äŒå°æ§ãåããç¹ç©ã®éçºã«æ³šåããŠããŸãã ã¹ããŒããªç¹ç©ã¯ãŸãã¹ããŒããªææãã«ãã»ã«åãããçžå€åææãé»åã»ã³ãµãŒã圢ã®... ãã£ãšèŠã
å ã€ã³ã¿ãŒã³ãã¯ãåžå Žã補åå¥ïŒã±ãŒãã«ã¢ã»ã³ããªãã³ãã¯ã¿ãå ãã©ã³ã·ãŒããŒãèªç±ç©ºéå ããã¡ã€ããŒããã³å°æ³¢è·¯ãã·ãªã³ã³ãã©ããã¯ã¹ïŒãã€ã³ã¿ãŒã³ãã¯ãã¬ãã«å¥ïŒã¡ããããã³é·è·é¢å ã€ã³ã¿ãŒã³ãã¯ããããŒãããŒããŒãããã³ã©ãã¯ã¬ãã«å ã€ã³ã¿ãŒã³ãã¯ãããããããã³ããŒãã¬ãã«å ã€ã³ã¿ãŒã³ãã¯ãïŒããã¡ã€ããŒã¢ãŒãå¥ïŒã·ã³ã°ã«ã¢ãŒããã¡ã€ããŒããã«ãã¢ãŒããã¡ã€ããŒïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒããŒã¿éä¿¡ã黿°éä¿¡ïŒã è·é¢ (10 ããã¡ãŒãã«æªæºã11 ïœ 100 ããã¡ãŒãã«ã100 ããã¡ãŒãã«ä»¥äž)ãå°çå¥ (åç±³ãã©ãã³ã¢ã¡ãªã«ããšãŒããããã¢ãžã¢å€ªå¹³æŽãäžæ±ãã¢ããªã«)... ãã£ãšèŠã
åå°äœãšããã³ã°è£ 眮åžå Žããšããã³ã°ã¿ã€ãå¥ïŒãã©ã€ãšããã³ã°ããŠã§ãããšããã³ã°ïŒã次å å¥ïŒ3Dã2.5Dã2DïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒããžãã¯ããã³ã¡ã¢ãªãMEMSããã¯ãŒããã€ã¹ããã®ä»ïŒãå°åå¥ïŒåç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«ïŒ... ãã£ãšèŠã
çåã±ã€çŽ åå°äœåžå Žãã³ã³ããŒãã³ãå¥ïŒçåã±ã€çŽ MOSFETãã·ã§ããããŒãã€ãªãŒããæ¥åé»ç广ãã©ã³ãžã¹ã¿ããã€ããŒã©æ¥åãã©ã³ãžã¹ã¿ããã¯ãŒã¢ãžã¥ãŒã«ãéç©åè·¯ïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒèªåè»ããšãã«ã®ãŒããã³é»åãç£æ¥çšãå®¶åºçšé»å補åãèªç©ºå®å®ããã³é²è¡ã黿°éä¿¡ïŒããšã³ããŠãŒã¶ãŒå¥ïŒèªåè»OEMã¡ãŒã«ãŒãç£æ¥æ©åšã¡ãŒã«ãŒããšãã«ã®ãŒäŒç€Ÿãå®¶é»ã¡ãŒã«ãŒã黿°éä¿¡äŒç€Ÿããã®ä»ïŒã å°ç (åç±³ãã©ãã³ã¢ã¡ãªã«ããšãŒããããã¢ãžã¢å€ªå¹³æŽãäžæ±ãã¢ããªã«)... ãã£ãšèŠã
åå°äœèšæž¬è£ çœ®åžå Žãã¿ã€ãå¥ïŒå åŠã·ã¹ãã ãããŒã ã·ã¹ãã ïŒã次å å¥ïŒ2Dèšæž¬ããã³æ€æ»ã3Dèšæž¬ããã³æ€æ»ããã€ããªãã2Dããã³3Dã·ã¹ãã ïŒãæè¡ã¿ã€ãå¥ïŒãŠã§ãŒãæ€æ»ã·ã¹ãã ãèèèšæž¬ããã¹ã¯æ€æ»ã·ã¹ãã ãããã±ãŒãžæ€æ»ããã®ä»ïŒãããã»ã¹ããŒãå¥ïŒ7ããã¡ãŒãã«ä»¥äžã8ã14ããã¡ãŒãã«ã15ã28ããã¡ãŒãã«ã以äžïŒ 28 ããã¡ãŒãã«ïŒããã¡ã ã¿ã€ãå¥ïŒãã¡ãŠã³ããªãéç©ããã€ã¹ ã¡ãŒã«ãŒãã¡ã¢ãª ã¡ãŒã«ãŒãå€éšå§èšã®åå°äœçµç«ããã³ãã¹ãäŒç€ŸïŒãå°çå¥ïŒåç±³ãã©ãã³ã¢ã¡ãªã«ããšãŒããããã¢ãžã¢å€ªå¹³æŽãäžæ±ãããã³ã¢ããªã«ïŒ... ãã£ãšèŠã
AISGã®ã³ãã¯ã¿ãŒã¯ã¢ã³ãã ã€ã³ã¿ãŒãã§ã€ã¹æšæºã°ã«ãŒã(AISG)ã«ãã£ãŠæå®ãããæšæºã«åŸã£ãŠèšèšãããŠããããã«ãããªã³ã°ã®ã³ãã¯ã¿ãŒã§ãã AISGã¯ãããžã¿ã«ãªã¢ãŒãã³ã³ãããŒã«ã®ããã®æšæºãéçºããç¶æããç¡ç·æ¥çã§ã®ã¢ã³ããã©ã€ã³ããã€ã¹ã芳å¯ããŸãã AISGã³ãã¯ã¿ã«ã¯ããªã¹ãã©ã°(ãã³ã³ã³ã¿ã¯ã)ãšå¥³æ§ã¬ã»ãã¿ã¯ã«(ãœã±ããã³ã³ã¿ã¯ã)ãšãåŒã°ããã³ãã¯ã¿ãšãœã±ããã³ãã¯ã¿ã®2çš®é¡ããããŸãã AISGã®ã³ãã¯ã¿ãŒã¯æ¥ç¶ã®ããã®3ã€ãã8æ¥è§Šã12ãã14ã®æ¥è§ŠãåããŠããŸãã ãã ãã8æ¥ç¹ä»ãAISGã³ãã¯ã¿ã¯ãããã€ã¹ã§ããäžè¬çã«äœ¿çšãããŠããŸããAISGã³ãã¯... ãã£ãšèŠã
æ¯åã»ã³ãµãŒã¯æ¯åãã©ã³ã¹ãã¥ãŒãµãŒãšããŠç¥ãããæ¯åã黿°åçã®åºåã«å€æããŸãã ããŒã¿ãªãŒãã·ã³ã®æ¯åã¬ãã«ã枬å®ããã»ã³ãµã§ãã æ¯åã»ã³ãµãŒã¯æ©æ¢°éšåã§æ¬ é¥ãæ€åºããã®ã«äœ¿çšãããŠããŸãã æ¯åã»ã³ãµãŒã¯ãæ©æ¢°ã ãã§ãªããæ©æ¢°ã§åã人ã ãå·ã€ããããšãã§ããåšæ³¢æ°ãæ€åºããããšãã§ããã®ã§ãã»ãã¥ãªãã£ãæ¹åããã®ã«åœ¹ç«ã¡ãŸãã ãŸããæ©æ¢°ã®ç²ŸåºŠåäžã«ã圹ç«ã¡ãŸãã èŠå ã¯ä»ã®ããã®æ¯åã»ã³ãµãŒãåºå¥ããŸã ã»ã³ãµãŒ èªç¶ãªé »åºŠã匱ãŸãä¿æ°ããã³ã¹ã±ãŒã«ã®èŠå ãå«ãã§äžããã æ¯åã»ã³ãµãŒã®æ£ç¢ºãã®ã¬ãã«ã¯èªç¶ãªé »åºŠããã³åŒ±ãŸãä¿æ°ã«ãã£ãŠæ±ºå®ãããŸããæ¯åã»ã³ãµãŒãéžæããéã«èæ ®... ãã£ãšèŠã
ããããªãŒã»ãã¬ãŒã¿ãŒåžå Žãæè¡å¥ïŒæ¹¿åŒããã»ã¹ã»ãã¬ãŒã¿ãŒã也åŒããã»ã¹ã»ãã¬ãŒã¿ãŒãäžç¹åžããã³é»ç玡糞ã»ãã¬ãŒã¿ãŒïŒãææã¿ã€ãå¥ïŒããªãšãã¬ã³PEãããªãããã¬ã³PPãPP PE PPå€å±€ãå é²ããªããŒããã®ä»ïŒãã³ãŒãã£ã³ã°ã¿ã€ãå¥ïŒæªã³ãŒãã£ã³ã°ã»ãã¬ãŒã¿ãŒãã»ã©ããã¯ã³ãŒãã£ã³ã°ã»ãã¬ãŒã¿ãŒãããªããŒã³ãŒãã£ã³ã°ã»ãã¬ãŒã¿ãŒãè€åã³ãŒãã£ã³ã°ã»ãã¬ãŒã¿ãŒïŒãåãå¥ïŒ9ïœ16ïŒ ãã¯ãã³ã9 ãã¯ãã³æªæºã16 ãã¯ãã³ä»¥äžïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒé»æ°èªåè»ããšãã«ã®ãŒè²¯èµã·ã¹ãã ãå®¶åºçšé»å補åãç£æ¥çšã¢ããªã±ãŒã·ã§ã³ïŒãæµéãã£ãã«å¥ïŒçŽæ¥è²©å£²ãéæ¥è²©å£²ïŒãå°åå¥ïŒåç±³ãã©ãã³... ãã£ãšèŠã
ã€ã³ã¿ãŒãã§ã€ã¹ IP åžå Žãæ¥ç¶æ§å¥ (æç·ãç¡ç·)ãéåºŠå¥ (é«éã€ã³ã¿ãŒãã§ã€ã¹ IPãäœéããã³äžéã€ã³ã¿ãŒãã§ã€ã¹ IP)ãã€ã³ã¿ãŒãã§ã€ã¹ ã¿ã€ãå¥ (PCIe ãš CXLãUCIe ãšãã€ããŒãã€ãUSB ãšã€ãŒãµããããDDR ãš LPDDRãHBMãMIPI ãšãã£ã¹ãã¬ã€ ã€ã³ã¿ãŒãã§ã€ã¹ããã®ä»)ãã¢ããªã±ãŒã·ã§ã³å¥ (ããŒã¿ã»ã³ã¿ãŒãš AI ã³ã³ãã¥ãŒãã£ã³ã°ãã³ã³ã·ã¥ãŒã ãšã¬ã¯ãããã¯ã¹ãèªåè»ãšã¬ã¯ãããã¯ã¹ãç£æ¥çšããã³ã¢ãã®ã€ã³ã¿ãŒãããã黿°éä¿¡ãèªç©ºå®å®ã é²è¡)ãå°çå¥ (åç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«)... ãã£ãšèŠã
ææ©ãšã¬ã¯ãããã¯ã¹åžå Žãææå¥ïŒææ©åå°äœãå°é»æ§ææãèªé»äœãåºæ¿ïŒãã¢ããªã±ãŒã·ã§ã³å¥ïŒãã£ã¹ãã¬ã€ãç §æã倪éœé»æ± ãã·ã¹ãã ã³ã³ããŒãã³ãïŒããšã³ããŠãŒã¶ãŒå¥ïŒå®¶é»ããã«ã¹ã±ã¢ãèªåè»ããšãã«ã®ãŒãèªç©ºå®å®ããã³é²è¡ããã®ä»ïŒãå°çå¥ïŒåç±³ããšãŒããããã¢ãžã¢å€ªå¹³æŽãã©ãã³ã¢ã¡ãªã«ãäžæ±ãã¢ããªã«ïŒ... ãã£ãšèŠã