{"id":68497,"date":"2026-07-21T13:59:22","date_gmt":"2026-07-21T05:59:22","guid":{"rendered":"https:\/\/naipnews.naipo.com\/?p=68497"},"modified":"2026-07-21T15:17:49","modified_gmt":"2026-07-21T07:17:49","slug":"%e3%83%a0%e3%83%bc%e3%82%a2%e3%81%ae%e6%b3%95%e5%89%87%e3%81%ae%e7%a9%b6%e6%a5%b5%e3%81%ae%e8%a7%a3%e6%b1%ba%e7%ad%96%ef%bc%81%e3%80%8c%e4%b8%b8%e3%81%8b%e3%82%89%e5%9b%9b%e8%a7%92%e3%80%8d%e3%81%8b","status":"publish","type":"post","link":"https:\/\/naipnews.naipo.com\/ja\/68497\/","title":{"rendered":"\u30e0\u30fc\u30a2\u306e\u6cd5\u5247\u306e\u7a76\u6975\u306e\u89e3\u6c7a\u7b56\uff01\u300c\u4e38\u304b\u3089\u56db\u89d2\u300d\u304b\u3089\u30ac\u30e9\u30b9\u57fa\u677f\u307e\u3067\u3001\u7570\u7a2e\u7d71\u5408\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306f\u3069\u306e\u3088\u3046\u306b\u30c1\u30c3\u30d7\u306e\u65b0\u305f\u306a\u6226\u5c40\u3092\u5dfb\u304d\u8d77\u3053\u3059\u306e\u304b\uff1f"},"content":{"rendered":"<p><strong>\u674e\u6dd1\u84ee \u2571 \u5317\u7f8e\u667a\u6a29\u30cb\u30e5\u30fc\u30b9\u7de8\u96c6\u90e8<\/strong><\/p>\n<blockquote><p>\u30e0\u30fc\u30a2\u306e\u6cd5\u5247\uff08Moore&#8217;s Law\uff09\u304c\u7269\u7406\u7684\u30b9\u30b1\u30fc\u30eb\u306e\u5fae\u7d30\u5316\u3068\u7d4c\u6e08\u7684\u52b9\u7387\u6027\u306e\u4e21\u9762\u3067\u4e8c\u91cd\u306e\u9650\u754c\u306b\u76f4\u9762\u3059\u308b\u4e2d\u3001\u5f93\u6765\u306e\u5358\u4e00\u30c1\u30c3\u30d7\uff08\u30e2\u30ce\u30ea\u30b7\u30c3\u30af\uff09\u8a2d\u8a08\u30d1\u30bf\u30fc\u30f3\u306e\u307f\u3067\u306f\u3001\u6f14\u7b97\u6027\u80fd\u306e\u6307\u6570\u95a2\u6570\u7684\u306a\u6210\u9577\u3092\u652f\u3048\u308b\u3053\u3068\u304c\u96e3\u3057\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u6587\u8108\u306b\u304a\u3044\u3066\u3001\u534a\u5c0e\u4f53\u7523\u696d\u306e\u6280\u8853\u7684\u4e3b\u5c0e\u529b\u306f\u524d\u5de5\u7a0b\u306e\u30d7\u30ed\u30bb\u30b9\u5fae\u7d30\u5316\u304b\u3089\u3001\u5f8c\u5de5\u7a0b\u306e\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08Advanced Packaging\uff09\u304a\u3088\u3073\u7570\u7a2e\u7d71\u5408\uff08Heterogeneous Integration\uff09\u6280\u8853\u3078\u3068\u6b63\u5f0f\u306b\u79fb\u884c\u3057\u307e\u3057\u305f\u3002\u7570\u7a2e\u7d71\u5408\u306f\u3001\u7570\u306a\u308b\u30d7\u30ed\u30bb\u30b9\u30ce\u30fc\u30c9\u3001\u7570\u306a\u308b\u6750\u8cea\uff08\u30b7\u30ea\u30b3\u30f3\u3001\u30d2\u5316\u30ac\u30ea\u30a6\u30e0\u3001\u30ea\u30f3\u5316\u30a4\u30f3\u30b8\u30a6\u30e0\u306a\u3069\uff09\u3001\u304a\u3088\u3073\u7570\u306a\u308b\u6a5f\u80fd\u3092\u6301\u3064\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\uff08Chiplets\uff09\u3092\u5358\u4e00\u306e\u30d1\u30c3\u30b1\u30fc\u30b8\u5185\u306b\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u30b7\u30b9\u30c6\u30e0\u30ec\u30d9\u30eb\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\uff08System-Level Innovation\uff09\u3092\u5b9f\u73fe\u3057\u3001\u534a\u5c0e\u4f53\u7523\u696d\u30c1\u30a7\u30fc\u30f3\u306e\u4fa1\u5024\u69cb\u9020\u3092\u5168\u9762\u7684\u306b\u518d\u5b9a\u7fa9\u3057\u3066\u3044\u307e\u3059\u3002<\/p><\/blockquote>\n<div id=\"ez-toc-container\" 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href=\"https:\/\/naipnews.naipo.com\/ja\/68497\/#%E7%B4%B0%E5%88%86%E5%8C%96%E3%82%A2%E3%83%97%E3%83%AA%E3%82%B1%E3%83%BC%E3%82%B7%E3%83%A7%E3%83%B3%E5%B8%82%E5%A0%B4%E4%B8%80%EF%BC%9A5G%E9%AB%98%E5%91%A8%E6%B3%A2%EF%BC%88RF%EF%BC%89%E3%81%A8%E9%80%9A%E4%BF%A1%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%83%AC%E3%83%99%E3%83%AB%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E3%83%B3%E3%82%B0%EF%BC%88SiP%EF%BC%89\" title=\"\u7d30\u5206\u5316\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5e02\u5834\u4e00\uff1a5G\u9ad8\u5468\u6ce2\uff08RF\uff09\u3068\u901a\u4fe1\u30b7\u30b9\u30c6\u30e0\u30ec\u30d9\u30eb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08SiP\uff09\">\u7d30\u5206\u5316\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5e02\u5834\u4e00\uff1a5G\u9ad8\u5468\u6ce2\uff08RF\uff09\u3068\u901a\u4fe1\u30b7\u30b9\u30c6\u30e0\u30ec\u30d9\u30eb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08SiP\uff09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/naipnews.naipo.com\/ja\/68497\/#%E7%B4%B0%E5%88%86%E5%8C%96%E3%82%A2%E3%83%97%E3%83%AA%E3%82%B1%E3%83%BC%E3%82%B7%E3%83%A7%E3%83%B3%E5%B8%82%E5%A0%B4%E4%BA%8C%EF%BC%9A%E5%85%B1%E5%90%8C%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E5%85%89%EF%BC%88CPO%EF%BC%89%E3%81%A8%E3%83%8F%E3%82%A4%E3%82%A8%E3%83%B3%E3%83%89%E5%85%89%E9%9B%BB%E9%9B%86%E7%A9%8D%E5%9B%9E%E8%B7%AF%EF%BC%88PIC%EF%BC%89\" title=\"\u7d30\u5206\u5316\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5e02\u5834\u4e8c\uff1a\u5171\u540c\u30d1\u30c3\u30b1\u30fc\u30b8\u5149\uff08CPO\uff09\u3068\u30cf\u30a4\u30a8\u30f3\u30c9\u5149\u96fb\u96c6\u7a4d\u56de\u8def\uff08PIC\uff09\">\u7d30\u5206\u5316\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5e02\u5834\u4e8c\uff1a\u5171\u540c\u30d1\u30c3\u30b1\u30fc\u30b8\u5149\uff08CPO\uff09\u3068\u30cf\u30a4\u30a8\u30f3\u30c9\u5149\u96fb\u96c6\u7a4d\u56de\u8def\uff08PIC\uff09<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/naipnews.naipo.com\/ja\/68497\/#%E5%85%88%E9%80%B2%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E3%83%B3%E3%82%B0%E3%81%AE%E3%82%B0%E3%83%AD%E3%83%BC%E3%83%90%E3%83%AB%E7%89%B9%E8%A8%B1%E6%A6%82%E8%A6%81%E3%81%A8%E7%9F%A5%E7%9A%84%E8%B2%A1%E7%94%A3%E6%A8%A9%E3%81%AE%E5%9C%B0%E6%94%BF%E5%AD%A6%E7%9A%84%E7%AB%B6%E5%90%88\" title=\"\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u7279\u8a31\u6982\u8981\u3068\u77e5\u7684\u8ca1\u7523\u6a29\u306e\u5730\u653f\u5b66\u7684\u7af6\u5408\">\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u7279\u8a31\u6982\u8981\u3068\u77e5\u7684\u8ca1\u7523\u6a29\u306e\u5730\u653f\u5b66\u7684\u7af6\u5408<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/naipnews.naipo.com\/ja\/68497\/#3%E5%A4%A7%E5%8D%8A%E5%B0%8E%E4%BD%93%E8%A6%87%E4%B8%BB%E3%81%AE%E5%85%88%E9%80%B2%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E3%83%B3%E3%82%B0%E7%89%B9%E8%A8%B1%E7%AB%B6%E4%BA%89%E5%8A%9B\" title=\"3\u5927\u534a\u5c0e\u4f53\u8987\u4e3b\u306e\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u7279\u8a31\u7af6\u4e89\u529b\">3\u5927\u534a\u5c0e\u4f53\u8987\u4e3b\u306e\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u7279\u8a31\u7af6\u4e89\u529b<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/naipnews.naipo.com\/ja\/68497\/#%E3%83%8F%E3%82%A4%E3%83%96%E3%83%AA%E3%83%83%E3%83%89%E3%83%9C%E3%83%B3%E3%83%87%E3%82%A3%E3%83%B3%E3%82%B0%E3%80%81CPO%E3%81%8A%E3%82%88%E3%81%B3FOPLP%E3%81%AE%E7%89%B9%E8%A8%B1%E8%A8%B4%E8%A8%9F%E3%81%A8%E3%83%A9%E3%82%A4%E3%82%BB%E3%83%B3%E3%82%B9%E5%8B%95%E5%90%91\" title=\"\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u3001CPO\u304a\u3088\u3073FOPLP\u306e\u7279\u8a31\u8a34\u8a1f\u3068\u30e9\u30a4\u30bb\u30f3\u30b9\u52d5\u5411\">\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u3001CPO\u304a\u3088\u3073FOPLP\u306e\u7279\u8a31\u8a34\u8a1f\u3068\u30e9\u30a4\u30bb\u30f3\u30b9\u52d5\u5411<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/naipnews.naipo.com\/ja\/68497\/#%E4%B8%BB%E8%A6%81%E3%81%AA%E6%94%BE%E7%86%B1%E7%89%B9%E8%A8%B1%E3%81%AE%E8%A7%A3%E6%9E%90%E3%80%81%E6%9D%90%E6%96%99%E3%81%AE%E3%83%9C%E3%83%88%E3%83%AB%E3%83%8D%E3%83%83%E3%82%AF%E3%81%A8%E5%8F%B0%E6%B9%BE%E3%83%AD%E3%83%BC%E3%82%AB%E3%83%AB%E8%A8%AD%E5%82%99%E3%83%BB%E6%9D%90%E6%96%99%E3%81%AE%E3%83%93%E3%82%B8%E3%83%8D%E3%82%B9%E3%83%81%E3%83%A3%E3%83%B3%E3%82%B9\" title=\"\u4e3b\u8981\u306a\u653e\u71b1\u7279\u8a31\u306e\u89e3\u6790\u3001\u6750\u6599\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3068\u53f0\u6e7e\u30ed\u30fc\u30ab\u30eb\u8a2d\u5099\u30fb\u6750\u6599\u306e\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\">\u4e3b\u8981\u306a\u653e\u71b1\u7279\u8a31\u306e\u89e3\u6790\u3001\u6750\u6599\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3068\u53f0\u6e7e\u30ed\u30fc\u30ab\u30eb\u8a2d\u5099\u30fb\u6750\u6599\u306e\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/naipnews.naipo.com\/ja\/68497\/#3D%E7%A9%8D%E5%B1%A4%E6%A5%B5%E9%99%90%E7%86%B1%E6%8B%A1%E6%95%A3%E3%81%A8%E5%BF%9C%E5%8A%9B%E5%88%B6%E5%BE%A1%E7%89%B9%E8%A8%B1\" title=\"3D\u7a4d\u5c64\u6975\u9650\u71b1\u62e1\u6563\u3068\u5fdc\u529b\u5236\u5fa1\u7279\u8a31\">3D\u7a4d\u5c64\u6975\u9650\u71b1\u62e1\u6563\u3068\u5fdc\u529b\u5236\u5fa1\u7279\u8a31<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/naipnews.naipo.com\/ja\/68497\/#%E5%8F%B0%E6%B9%BE%E3%83%AD%E3%83%BC%E3%82%AB%E3%83%AB%E5%8D%8A%E5%B0%8E%E4%BD%93%E8%A8%AD%E5%82%99%E3%83%BB%E3%83%86%E3%82%B9%E3%83%88%E3%83%BB%E6%9D%90%E6%96%99%E3%82%B5%E3%83%97%E3%83%A9%E3%82%A4%E3%83%81%E3%82%A7%E3%83%BC%E3%83%B3%E3%81%AE%E6%88%90%E9%95%B7%E7%B4%85%E5%88%A9%EF%BC%88%E6%88%90%E9%95%B7%E3%81%AE%E6%81%A9%E6%81%B5%EF%BC%89\" title=\"\u53f0\u6e7e\u30ed\u30fc\u30ab\u30eb\u534a\u5c0e\u4f53\u8a2d\u5099\u30fb\u30c6\u30b9\u30c8\u30fb\u6750\u6599\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u6210\u9577\u7d05\u5229\uff08\u6210\u9577\u306e\u6069\u6075\uff09\">\u53f0\u6e7e\u30ed\u30fc\u30ab\u30eb\u534a\u5c0e\u4f53\u8a2d\u5099\u30fb\u30c6\u30b9\u30c8\u30fb\u6750\u6599\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u6210\u9577\u7d05\u5229\uff08\u6210\u9577\u306e\u6069\u6075\uff09<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/naipnews.naipo.com\/ja\/68497\/#%E5%85%88%E9%80%B2%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E3%83%B3%E3%82%B0%E3%81%AE%E3%82%B0%E3%83%AD%E3%83%BC%E3%83%90%E3%83%AB%E3%81%AA%E7%AB%B6%E4%BA%89%E3%81%A8%E5%A4%9A%E5%9B%BD%E7%B1%8D%E5%B1%95%E9%96%8B\" title=\"\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u7af6\u4e89\u3068\u591a\u56fd\u7c4d\u5c55\u958b\">\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u7af6\u4e89\u3068\u591a\u56fd\u7c4d\u5c55\u958b<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/naipnews.naipo.com\/ja\/68497\/#%E7%B7%8F%E6%8B%AC%E3%81%A8%E9%95%B7%E6%9C%9F%E7%9A%84%E7%99%BA%E5%B1%95%E3%83%88%E3%83%AC%E3%83%B3%E3%83%89\" title=\"\u7dcf\u62ec\u3068\u9577\u671f\u7684\u767a\u5c55\u30c8\u30ec\u30f3\u30c9\">\u7dcf\u62ec\u3068\u9577\u671f\u7684\u767a\u5c55\u30c8\u30ec\u30f3\u30c9<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"%E7%95%B0%E7%A8%AE%E7%B5%B1%E5%90%88%E5%85%88%E9%80%B2%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E3%83%B3%E3%82%B0%E3%81%AE%E6%A0%B8%E5%BF%83%E6%8A%80%E8%A1%93%E3%81%AE%E9%80%B2%E5%8C%96%E3%81%A8%E3%83%97%E3%83%A9%E3%83%83%E3%83%88%E3%83%95%E3%82%A9%E3%83%BC%E3%83%A0%E3%81%AE%E9%9D%A9%E6%96%B0\"><\/span><strong>\u7570\u7a2e\u7d71\u5408\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u6838\u5fc3\u6280\u8853\u306e\u9032\u5316\u3068\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u9769\u65b0<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"25D%E3%81%A83D%E5%9E%82%E7%9B%B4%E7%A9%8D%E5%B1%A4%E6%8A%80%E8%A1%93%E3%81%AE%E6%8A%80%E8%A1%93%E7%9A%84%E4%BA%A4%E5%B7%AE\"><\/span><strong>2.5D<\/strong><strong>\u3068<\/strong><strong>3D<\/strong><strong>\u5782\u76f4\u7a4d\u5c64\u6280\u8853\u306e\u6280\u8853\u7684\u4ea4\u5dee<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u7570\u7a2e\u7d71\u5408\u306e\u6838\u5fc3\u306f\u3001\u9ad8\u5bc6\u5ea6\u3001\u4f4e\u9045\u5ef6\u3001\u304b\u3064\u4f4e\u6d88\u8cbb\u96fb\u529b\u306e\u30c1\u30c3\u30d7\u9593\u76f8\u4e92\u63a5\u7d9a\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u306b\u3042\u308a\u307e\u3059\u3002TSMC\uff08\u53f0\u7a4d\u96fb\uff09\u3001\u30a4\u30f3\u30c6\u30eb\uff08Intel\uff09\u3001\u30b5\u30e0\u30b9\u30f3\uff08Samsung\uff09\u306e3\u5927\u5de8\u982d\u306f\u30012.5D\u304a\u3088\u30733D\u69cb\u9020\u306e\u7814\u7a76\u958b\u767a\u306b\u304a\u3044\u3066\u3001\u9ad8\u5ea6\u306b\u5206\u5316\u3057\u3064\u3064\u3082\u76f8\u4e92\u306b\u4ea4\u5dee\u3059\u308b\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u3068\u9032\u5316\u3055\u305b\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\n<p>3D\u5782\u76f4\u7a4d\u5c64\u306e\u9818\u57df\u306b\u304a\u3044\u3066\u3001TSMC\u306eSoIC\uff08System-on-Integrated-Chips\uff09\u6280\u8853\u306f\u3001\u65b0\u4e16\u4ee3\u306e3D\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u727d\u5f15\u3057\u3001\u5358\u4e00\u30c1\u30c3\u30d7\u306b\u304a\u3051\u308b\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u5bc6\u5ea6\u3001\u4fe1\u53f7\u4f1d\u9054\u52b9\u7387\u3001\u306a\u3089\u3073\u306b\u6d88\u8cbb\u96fb\u529b\u3068\u653e\u71b1\u3068\u3044\u30463\u5927\u7269\u7406\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u7a81\u7834\u3059\u308b\u552f\u4e00\u306e\u89e3\u6c7a\u7b56\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u5f93\u6765\u306e2.5D\u6c34\u5e73\u914d\u7f6e\u6280\u8853\u3067\u306f\u71b1\u306e\u84c4\u7a4d\u3084\u96fb\u529b\u640d\u5931\u304c\u767a\u751f\u3057\u3001\u30ec\u30c1\u30af\u30eb\uff08Reticle\uff09\u9762\u7a4d\u306e\u5236\u9650\u306b\u3088\u308a\u7121\u9650\u306e\u6c34\u5e73\u62e1\u5f35\u304c\u3067\u304d\u306a\u3044\u306e\u306b\u5bfe\u3057\u30013D\u5782\u76f4\u7a4d\u5c64\u306f\u30c1\u30c3\u30d7\u9593\u306e\u4f1d\u9054\u8ddd\u96e2\u3092\u5927\u5e45\u306b\u77ed\u7e2e\u3067\u304d\u308b\u305f\u3081\u3001\u6975\u9650\u306e\u6f14\u7b97\u6027\u80fd\u3068\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u6bd4\u3092\u8ffd\u6c42\u3059\u308bAI\u30b5\u30fc\u30d0\u30fc\u306b\u3068\u3063\u3066\u5fc5\u7136\u306e\u9078\u629e\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u30c8\u30ec\u30f3\u30c9\u306b\u5f8c\u62bc\u3057\u3055\u308c\u3001AMD\uff08\u8d85\u5fae\u534a\u5c0e\u4f53\uff09\u306f\u3044\u3061\u65e9\u304fMI300\u30b7\u30ea\u30fc\u30ba\u306e\u30b5\u30fc\u30d0\u30fc\u5411\u3051\u30c1\u30c3\u30d7\u306b\u672c\u6280\u8853\u3092\u5c0e\u5165\u3057\u307e\u3057\u305f\u3002NVIDIA\uff08\u8f1d\u9054\uff09\u306fRubin Ultra\u304a\u3088\u3073Feynman\u4e16\u4ee3\u3067\u5168\u9762\u7684\u306b\u8ffd\u968f\u3059\u308b\u4e88\u5b9a\u3067\u3042\u308a\u3001Apple\uff08\u30a2\u30c3\u30d7\u30eb\uff09\u3082\u5f37\u529b\u306a\u30a8\u30c3\u30b8AI\uff08Edge AI\uff09\u9700\u8981\u3092\u652f\u3048\u308b\u305f\u3081\u306b\u3001\u81ea\u793e\u306eM\u30b7\u30ea\u30fc\u30ba\u30c1\u30c3\u30d7\u306b\u3053\u306e3D\u7a4d\u5c64\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u5c0e\u5165\u3059\u308b\u8a08\u753b\u3092\u7acb\u3066\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001TSMC\u306eSoIC\u6708\u7523\u80fd\u529b\u306f\u30012026\u5e74\u304b\u30892028\u5e74\u306e\u9593\u306b\u3001\u5f93\u6765\u306e1.6\u4e07\u679a\u304b\u30897.8\u4e07\u679a\u3078\u3068\u5927\u5e45\u306b\u62e1\u5927\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002<\/p>\n<p>\u30b7\u30b9\u30c6\u30e0\u30ec\u30d9\u30eb\u306e\u8a2d\u8a08\u3068\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u307e\u305f\u3050\u5354\u8abf\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u89e3\u6c7a\u3059\u308b\u305f\u3081\u3001\u56fd\u969b\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u6750\u6599\u5354\u4f1a\uff08SEMI\uff09\u306fSEMICON Taiwan 2025\u306b\u304a\u3044\u3066\u300cSEMI 3DIC \u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u88fd\u9020\u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\uff08SEMI 3DICAMA\uff09\u300d\u3092\u6b63\u5f0f\u306b\u767a\u8db3\u3055\u305b\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u7523\u696d\u754c\u306e\u5354\u529b\u3092\u3064\u306a\u304e\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5f37\u976d\u6027\u3092\u5f37\u5316\u3057\u3001UCIe\uff08Universal Chiplet Interconnect Express\uff09\u3084ODSA\u306a\u3069\u306e\u65e2\u5b58\u898f\u683c\u306e\u5c0e\u5165\u3092\u63a8\u9032\u3059\u308b\u3053\u3068\u3067\u30013D\u7a4d\u5c64\u6280\u8853\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u5546\u696d\u5316\u3068\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3092\u52a0\u901f\u3055\u305b\u308b\u3053\u3068\u3092\u76ee\u7684\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E3%83%8F%E3%82%A4%E3%83%96%E3%83%AA%E3%83%83%E3%83%89%E3%83%9C%E3%83%B3%E3%83%87%E3%82%A3%E3%83%B3%E3%82%B0%EF%BC%88Hybrid_Bonding%EF%BC%89%E3%81%AE%E5%95%86%E7%94%A8%E5%8C%96%E3%83%97%E3%83%AD%E3%82%BB%E3%82%B9%E3%81%A8%E7%89%A9%E7%90%86%E7%9A%84%E9%99%90%E7%95%8C\"><\/span><strong>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\uff08<\/strong><strong>Hybrid Bonding<\/strong><strong>\uff09\u306e\u5546\u7528\u5316\u30d7\u30ed\u30bb\u30b9\u3068\u7269\u7406\u7684\u9650\u754c<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>3D\u7a4d\u5c64\u306e\u30c1\u30c3\u30d7\u9593\u30d4\u30c3\u30c1\uff08Pitch\uff09\u304c10\u30de\u30a4\u30af\u30ed\u30e1\u30fc\u30c8\u30eb\u4ee5\u4e0b\u306b\u7e2e\u5c0f\u3059\u308b\u3068\u3001\u5f93\u6765\u306e\u30de\u30a4\u30af\u30ed\u30d0\u30f3\u30d7\uff08Microbump\uff09\u6280\u8853\u306f\u5bc4\u751f\u5bb9\u91cf\u306e\u5927\u304d\u3055\u3001\u9ad8\u3044\u71b1\u62b5\u6297\u3001\u5171\u6676\u306f\u3093\u3060\u63a5\u5408\u6642\u306e\u5927\u304d\u306a\u5fdc\u529b\u3068\u3044\u3063\u305f\u5236\u9650\u306b\u76f4\u9762\u3057\u3001\u7269\u7406\u7684\u9650\u754c\u306b\u9054\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\uff08Hybrid Bonding\uff09\u6280\u8853\u304c\u53f0\u982d\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u6280\u8853\u306f\u3001\u9285\u5bfe\u9285\uff08Metal-to-Metal\uff09\u304a\u3088\u3073\u8a98\u96fb\u4f53\u5bfe\u8a98\u96fb\u4f53\uff08Dielectric-to-Dielectric\uff09\u3092\u76f4\u63a5\u30d0\u30f3\u30d7\u30ec\u30b9\uff08Bumpless\uff09\u3067\u539f\u5b50\u30ec\u30d9\u30eb\u63a5\u5408\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u6975\u5fae\u7d30\u30d4\u30c3\u30c1\u306e\u76f8\u4e92\u63a5\u7d9a\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002<\/p>\n<p>\u5546\u696d\u751f\u7523\u306e\u9762\u3067\u306f\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u306f\u73fe\u5728\u3001\u6280\u8853\u6210\u719f\u5ea6\u30ec\u30d9\u30eb9\uff08TRL 9\uff09\u306b\u9054\u3057\u3066\u304a\u308a\u30019\u30de\u30a4\u30af\u30ed\u30e1\u30fc\u30c8\u30eb\u30d4\u30c3\u30c1\u3067\u306e\u5927\u898f\u6a21\u306a\u5546\u696d\u91cf\u7523\u304c\u5b9f\u73fe\u3057\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001AMD\u304c\u63a1\u7528\u3059\u308b\u7b2c2\u4e16\u4ee33D V-Cache\u6280\u8853\u306f\u3001Face-to-Back\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u3092\u901a\u3058\u3066\u30017\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306eSRAM\u30925\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306e\u30ed\u30b8\u30c3\u30af\u30c0\u30a4\u4e0a\u306b\u76f4\u63a5\u7a4d\u5c64\u3057\u3001\u5f93\u6765\u306e\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e10\u500d\u306b\u9054\u3059\u308b\u5e2f\u57df\u5e45\u5bc6\u5ea6\u306e\u5411\u4e0a\u3092\u5b9f\u73fe\u3057\u307e\u3057\u305f\u3002\u73fe\u5728\u3001\u4e16\u754c\u306e\u7814\u7a76\u958b\u767a\u76ee\u6a19\u306f2\u301c5\u30de\u30a4\u30af\u30ed\u30e1\u30fc\u30c8\u30eb\u3001\u3055\u3089\u306b\u306f\u30b5\u30d6\u30df\u30af\u30ed\u30f3\u7d1a\uff08Submicron\u3001\u3059\u306a\u308f\u30610.1\u301c1\u03bcm\u306e\u9593\uff09\u306e\u8d85\u5fae\u7d30\u30d4\u30c3\u30c1\u306b\u636e\u3048\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u6280\u8853\u306f\u52a0\u5de5\u7cbe\u5ea6\u3001\u30af\u30ea\u30fc\u30f3\u5ea6\u3001\u5e7e\u4f55\u5b66\u7684\u5e73\u5766\u5ea6\u306b\u304a\u3044\u3066\u524d\u5de5\u7a0b\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u57fa\u6e96\u306b\u6e96\u305a\u308b\u3053\u3068\u3092\u8981\u6c42\u3059\u308b\u305f\u3081\u3001\u524d\u5de5\u7a0b\u306e\u88fd\u9020\u80fd\u529b\u3092\u6301\u3064\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\uff08TSMC\u3001\u30a4\u30f3\u30c6\u30eb\u3001\u30b5\u30e0\u30b9\u30f3\uff09\u304c\u7d76\u5bfe\u7684\u306a\u512a\u52e2\u3092\u5360\u3081\u3066\u304a\u308a\u3001\u5f93\u6765\u306e\u5f8c\u5de5\u7a0bOSAT\uff08\u534a\u5c0e\u4f53\u7d44\u7acb\u30fb\u30c6\u30b9\u30c8\u53d7\u8a17\uff09\u4f01\u696d\u306f\u30af\u30ea\u30fc\u30f3\u30eb\u30fc\u30e0\u306e\u7b49\u7d1a\u3084\u9ad8\u7cbe\u5bc6\u8a2d\u5099\u3078\u306e\u6295\u8cc7\u969c\u58c1\u306b\u3088\u308a\u3001\u6975\u3081\u3066\u9ad8\u3044\u6280\u8853\u306e\u58c1\u306b\u76f4\u9762\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E3%83%95%E3%82%A1%E3%83%B3%E3%82%A2%E3%82%A6%E3%83%88%E5%9E%8B%E3%83%91%E3%83%8D%E3%83%AB%E3%83%AC%E3%83%99%E3%83%AB%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E3%83%B3%E3%82%B0%EF%BC%88FOPLP%EF%BC%89%E3%81%A8%E3%82%AC%E3%83%A9%E3%82%B9%E5%9F%BA%E6%9D%BF%EF%BC%88GCS%EF%BC%89%E3%81%AE%E6%8A%80%E8%A1%93%E5%A4%89%E9%9D%A9\"><\/span><strong>\u30d5\u30a1\u30f3\u30a2\u30a6\u30c8\u578b\u30d1\u30cd\u30eb\u30ec\u30d9\u30eb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08<\/strong><strong>FOPLP<\/strong><strong>\uff09\u3068\u30ac\u30e9\u30b9\u57fa\u677f\uff08<\/strong><strong>GCS<\/strong><strong>\uff09\u306e\u6280\u8853\u5909\u9769<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>AI\u30c1\u30c3\u30d7\u306e\u5358\u4e00\u30d1\u30c3\u30b1\u30fc\u30b8\u9762\u7a4d\u304c\u62e1\u5927\u3057\u7d9a\u3051\u308b\u4e2d\u3001\u5f93\u6765\u306e\u30a6\u30a8\u30cf\u30ec\u30d9\u30eb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08FOWLP\uff09\u306f12\u30a4\u30f3\u30c1\u5186\u5f62\u30a6\u30a8\u30cf\u306e\u5e7e\u4f55\u5b66\u7684\u5f62\u72b6\u306b\u3088\u308b\u5236\u7d04\u304b\u3089\u3001\u9762\u7a4d\u5229\u7528\u7387\u304c62%\u301c65%\u306b\u3068\u3069\u307e\u308a\u3001\u5916\u5468\u90e8\u306e\u6750\u6599\u306b\u591a\u304f\u306e\u7121\u99c4\u304c\u751f\u3058\u3066\u3044\u307e\u3057\u305f\u3002\u3053\u306e\u5236\u7d04\u3092\u89e3\u6c7a\u3059\u308b\u305f\u3081\u306b\u767b\u5834\u3057\u305f\u306e\u304c\u3001\u30d5\u30a1\u30f3\u30a2\u30a6\u30c8\u578b\u30d1\u30cd\u30eb\u30ec\u30d9\u30eb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08FOPLP\uff09\u6280\u8853\u3067\u3059\u3002FOPLP\u306f\u3001\u5186\u5f62\u30a6\u30a8\u30cf\u306e\u4ee3\u308f\u308a\u306b\u5927\u30b5\u30a4\u30ba\u306e\u77e9\u5f62\u30d1\u30cd\u30eb\uff08515 \u00d7 510\u30df\u30ea\u30e1\u30fc\u30c8\u30eb\u4ee5\u4e0a\u306a\u3069\uff09\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u6750\u6599\u5229\u7528\u7387\u309290%\u301c95%\u3078\u3068\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u3001\u540c\u3058\u8a2d\u5099\u6295\u8cc7\u306e\u4e0b\u3067\u751f\u7523\u91cf\u30923.7\u500d\u306b\u5f15\u304d\u4e0a\u3052\u3001\u500b\u5225\u30d1\u30c3\u30b1\u30fc\u30b8\u306e\u30b3\u30b9\u30c8\u309220%\u301c40%\u9855\u8457\u306b\u524a\u6e1b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>FOPLP\u306e\u30b3\u30b9\u30c8\u304a\u3088\u3073\u5927\u9762\u7a4d\u7d71\u5408\u306b\u304a\u3051\u308b\u512a\u4f4d\u6027\u306f\u9855\u8457\u3067\u3042\u308b\u3082\u306e\u306e\u3001\u5927\u30b5\u30a4\u30ba\u6709\u6a5f\u30d1\u30cd\u30eb\u306f\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\u4e2d\u306b\u6975\u3081\u3066\u53cd\u308a\uff08Warpage\uff09\u304c\u767a\u751f\u3057\u3084\u3059\u304f\u3001\u307e\u305f\u6709\u6a5f\u6750\u8cea\u306e\u6a5f\u68b0\u7684\u30fb\u71b1\u7684\u6027\u8cea\u304c\u4e0d\u5b89\u5b9a\u3067\u3042\u308b\u305f\u3081\u3001\u518d\u914d\u7dda\u5c64\uff08RDL\uff09\u306e\u5fae\u7d30\u306a\u7dda\u5e45\/\u7dda\u9593\uff08Line\/Space\uff09\u306e\u5fae\u7d30\u5316\u3092\u5236\u9650\u3057\u307e\u3059\u3002\u73fe\u5728\u3001\u5f93\u6765\u306eABF\u57fa\u677f\u306eI\/O\u30d4\u30c3\u30c1\u306f\u901a\u5e38130\u30de\u30a4\u30af\u30ed\u30e1\u30fc\u30c8\u30eb\u4ee5\u4e0a\u3067\u3059\u304c\u3001\u9ad8\u5bc6\u5ea6RDL\u30d7\u30ed\u30bb\u30b9\u3067\u306f\u7dda\u5e45\/\u7dda\u9593\u30922\u30de\u30a4\u30af\u30ed\u30e1\u30fc\u30c8\u30eb\u4ee5\u4e0b\u306b\u5727\u7e2e\u3059\u308b\u3053\u3068\u304c\u8981\u6c42\u3055\u308c\u3001\u3053\u308c\u306f\u5c01\u6b62\u6750\uff08EMC\uff09\u306e\u71b1\u81a8\u5f35\u4fc2\u6570\uff08\u71b1\u81a8\u5f35\u7387\u3001CTE\uff09\u306e\u6574\u5408\u6027\u306b\u5bfe\u3057\u3066\u53b3\u3057\u3044\u6311\u6226\u3092\u7a81\u304d\u3064\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u7269\u7406\u7684\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u89e3\u6c7a\u3059\u308b\u305f\u3081\u3001\u30ac\u30e9\u30b9\u30b3\u30a2\u57fa\u677f\uff08Glass Core Substrate, GCS\uff09\u6280\u8853\u304c\u696d\u754c\u306e\u7a76\u6975\u306e\u30b2\u30fc\u30e0\u30c1\u30a7\u30f3\u30b8\u30e3\u30fc\u3068\u306a\u308a\u3064\u3064\u3042\u308a\u307e\u3059\u3002\u30ac\u30e9\u30b9\u306f\u512a\u308c\u305f\u96fb\u6c17\u4fe1\u53f7\u4f1d\u9054\u7279\u6027\u3001\u4f4e\u3044\u8a98\u96fb\u640d\u5931\u3001\u9ad8\u3044\u6a5f\u68b0\u7684\u5f37\u5ea6\u3068\u71b1\u7684\u5b89\u5b9a\u6027\u3092\u5099\u3048\u3066\u304a\u308a\u3001\u5927\u9762\u7a4d\u30fb\u9ad8\u5bc6\u5ea6\u306e\u30d1\u30cd\u30eb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u652f\u6301\u3057\u3001\u9ad8\u5468\u6ce2\u30fb\u9ad8\u901f\u304b\u3064\u5927\u96fb\u529b\u306e\u6f14\u7b97\u9700\u8981\u3092\u6e80\u305f\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>TSMC\u306f2028\u5e74\u4ee5\u964d\u306e\u5927\u578bAI\u30c1\u30c3\u30d7\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u9700\u8981\u3092\u898b\u636e\u3048\u3001\u3059\u3067\u306b\u6b21\u4e16\u4ee3\u306e\u300c\u4e38\u304b\u3089\u56db\u89d2\u3078\u300d\u79fb\u884c\u3059\u308b\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\u300cCoPoS\uff08Chip on Panel on Substrate\uff09\u300d\u306e\u5e03\u77f3\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002CoPoS\u306e\u7b2c1\u4e16\u4ee3\u306f\u6709\u6a5f\u518d\u914d\u7dda\u5c64\u307e\u305f\u306f\u5de8\u5927\u306a\u30b7\u30ea\u30b3\u30f3\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u3092\u63a1\u7528\u3059\u308b\u4e88\u5b9a\u3067\u3059\u304c\u3001\u7b2c2\u4e16\u4ee3\u306e\u6c7a\u5b9a\u6253\u3068\u306a\u308b\u6280\u8853\u3068\u3057\u3066\u306f\u30ac\u30e9\u30b9\u57fa\u677f\u304c\u5168\u9762\u7684\u306b\u5c0e\u5165\u3055\u308c\u308b\u3053\u3068\u304c\u78ba\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u30ac\u30e9\u30b9\u57fa\u677f\u304a\u3088\u3073FOPLP\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u304a\u3044\u3066\u3001\u65e5\u672c\u306e\u30a4\u30d3\u30c7\u30f3\uff08Ibiden\uff09\u3068\u7fa4\u5275\u5149\u96fb\uff08Innolux\uff09\u306fTSMC\u3068\u5171\u540c\u6280\u8853\u691c\u8a3c\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002\u7fa4\u5275\u5149\u96fb\u306f\u300c\u4e8c\u8ecc\u9053\u8ee2\u63db\uff08More than Panel\uff09\u300d\u3092\u63a8\u9032\u3057\u3001\u65e7\u5f0f\u306e\u30d1\u30cd\u30eb\u751f\u7523\u30e9\u30a4\u30f3\u3092FOPLP\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u304a\u3088\u3073\u5149\u901a\u4fe1\u6280\u8853\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u3068\u6539\u9020\u3057\u3001TGV\uff08\u30ac\u30e9\u30b9\u8cab\u901a\u96fb\u6975\uff09\u6280\u8853\u3078\u306e\u53c2\u5165\u306b\u6210\u529f\u3057\u307e\u3057\u305f\u3002\u305d\u306e\u30d7\u30ed\u30bb\u30b9\u306f\u30a4\u30d3\u30c7\u30f3\u306e\u57fa\u5e95\u51e6\u7406\u6280\u8853\u3068\u565b\u307f\u5408\u3044\u3001TSMC\u306e\u30ac\u30e9\u30b9\u30b3\u30a2\u57fa\u677f\u306e\u5e03\u77f3\u3068\u9ad8\u5ea6\u306b\u547c\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u4e2d\u56fd\u5927\u9678\u306e\u30d1\u30cd\u30eb\u5927\u624b\u3067\u3042\u308b\u4eac\u6771\u65b9\uff08BOE\uff09\u3001\u83ef\u661f\u5149\u96fb\u3001\u5929\u99ac\u3082FOPLP\u751f\u7523\u30e9\u30a4\u30f3\u3092\u7a4d\u6975\u7684\u306b\u8a08\u753b\u3057\u3066\u304a\u308a\u3001\u4eac\u6771\u65b9\u3068\u7dad\u4fe1\u8afe\uff08Visionox\uff09\u3082\u30ac\u30e9\u30b9\u30ad\u30e3\u30ea\u30a2\u4f9b\u7d66\u3092\u6838\u5fc3\u3068\u3057\u305f\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5206\u91ce\u3078\u306e\u53c2\u5165\u6a5f\u4f1a\u3092\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E3%82%B0%E3%83%AD%E3%83%BC%E3%83%90%E3%83%AB%E5%B8%82%E5%A0%B4%E3%81%AE%E9%9C%80%E7%B5%A6%E6%A0%BC%E5%B7%AE%E3%80%81%E6%A0%B8%E5%BF%83%E3%83%87%E3%83%BC%E3%82%BF%E3%81%A8%E8%A9%B3%E7%B4%B0%E3%82%A2%E3%83%97%E3%83%AA%E3%82%B1%E3%83%BC%E3%82%B7%E3%83%A7%E3%83%B3\"><\/span><strong>\u30b0\u30ed\u30fc\u30d0\u30eb\u5e02\u5834\u306e\u9700\u7d66\u683c\u5dee\u3001\u6838\u5fc3\u30c7\u30fc\u30bf\u3068\u8a73\u7d30\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"%E5%85%88%E9%80%B2%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E3%83%B3%E3%82%B0%E5%B8%82%E5%A0%B4%E5%85%A8%E4%BD%93%E3%81%AE%E8%A6%8F%E6%A8%A1%E3%81%A8%E3%83%8F%E3%82%A4%E3%82%A8%E3%83%B3%E3%83%89%E7%94%9F%E7%94%A3%E8%83%BD%E5%8A%9B%E3%81%AE%E9%9C%80%E7%B5%A6%E4%B8%8D%E4%B8%80%E8%87%B4\"><\/span><strong>\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5e02\u5834\u5168\u4f53\u306e\u898f\u6a21\u3068\u30cf\u30a4\u30a8\u30f3\u30c9\u751f\u7523\u80fd\u529b\u306e\u9700\u7d66\u4e0d\u4e00\u81f4<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u30b0\u30ed\u30fc\u30d0\u30eb\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5e02\u5834\u306f\u3001AI\u6f14\u7b97\u80fd\u529b\u9700\u8981\u306b\u727d\u5f15\u3055\u308c\u308b\u300c\u9ec4\u91d1\u5468\u671f\u300d\u306b\u3042\u308a\u307e\u3059\u3002\u5404\u6a5f\u95a2\u306e\u6700\u65b0\u30c7\u30fc\u30bf\u306b\u3088\u308b\u3068\u3001\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u7d71\u8a08\u7bc4\u56f2\u306e\u5b9a\u7fa9\u306b\u306f\u9055\u3044\u304c\u3042\u308b\u3082\u306e\u306e\u3001\u30cf\u30a4\u30a8\u30f3\u30c9\u306e2.5D\/3D\u304a\u3088\u3073\u30d1\u30cd\u30eb\u30ec\u30d9\u30eb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u8d85\u9ad8\u901f\u6210\u9577\u306b\u3064\u3044\u3066\u306f\u5408\u610f\u304c\u5f62\u6210\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u88681\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u304a\u3088\u3073\u7d30\u5206\u5316\u5e02\u5834\u306e\u898f\u6a21\u3068\u4e88\u6e2c\u30c7\u30fc\u30bf\u3092\u307e\u3068\u3081\u305f\u3082\u306e\u3067\u3059\u3002<\/p>\n<table>\n<thead>\n<tr>\n<td><strong>\u7814\u7a76\u6a5f\u95a2\u3068\u7d71\u8a08\u7bc4\u56f2<\/strong><\/td>\n<td><strong>2025<\/strong><strong>\u5e74\u306e\u5e02\u5834\u898f\u6a21<\/strong><\/td>\n<td><strong>2026<\/strong><strong>\u5e74\u306e\u4e88\u6e2c\u7523\u51fa\u984d<\/strong><\/td>\n<td><strong>2030\/2031\/2033<\/strong><strong>\u5e74\u306e\u4e88\u6e2c<\/strong><\/td>\n<td><strong>\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09<\/strong><\/td>\n<td><strong>\u4e3b\u8981\u306a\u63a8\u9032\u529b\u3068\u69cb\u9020\u7684\u7279\u5fb4<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Yole Group<\/strong><\/p>\n<p>\uff08\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5e02\u5834\u76e3\u8996\uff09<\/td>\n<td>540\u5104\u30c9\u30eb<\/td>\n<td>\u7206\u767a\u7684\u6210\u9577\u304c\u7d99\u7d9a<\/td>\n<td>2031\u5e74\uff1a&gt; 1,000\u5104\u30c9\u30eb<\/td>\n<td>12.4% (2025-2031)<\/td>\n<td>2.5D\/3D\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u4e3b\u5c0e\u3001AI\/HPC\u304c\u4e3b\u8981\u306a\u9700\u8981\u52d5\u80fd<\/td>\n<\/tr>\n<tr>\n<td><strong>Grand View Research<\/strong><\/p>\n<p>\uff08\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5168\u4f53\u5e02\u5834\uff09<\/td>\n<td>417\u5104\u30c9\u30eb<\/td>\n<td>439\u5104\u30c9\u30eb<\/td>\n<td>2033\u5e74\uff1a660\u5104\u30c9\u30eb<\/td>\n<td>6.0% (2026-2033)<\/td>\n<td>\u30d5\u30ea\u30c3\u30d7\u30c1\u30c3\u30d7\u30d1\u30c3\u30b1\u30fc\u30b8\uff0838.7%\uff09\u3068\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u96fb\u5b50\uff0851.4%\uff09\u304c\u4e3b\u5c0e\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c43.5%\u3092\u5360\u3081\u308b<\/td>\n<\/tr>\n<tr>\n<td><strong>\u7fa3\u667a\u8aee\u8a62 (Sigmaintell)<\/strong><\/p>\n<p>\uff08\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u7523\u696d\u898f\u6a21\uff09<\/td>\n<td>&#8211;<\/td>\n<td>587\u5104\u30c9\u30eb<\/td>\n<td>2025-2027\u5e74 \u751f\u7523\u80fd\u529b\u62e1\u5f35<\/td>\n<td>2025-2027\u5e74 \u751f\u7523\u80fd\u529bCAGR\uff1a77%<\/td>\n<td>2027\u5e74\u5f8c\u534a\u306b\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u9700\u7d66\u30d0\u30e9\u30f3\u30b9\u70b9\u306b\u9054\u3059\u308b\u898b\u8fbc\u307f<\/td>\n<\/tr>\n<tr>\n<td><strong>Yole Group<\/strong><\/p>\n<p>\uff08\u30d1\u30cd\u30eb\u30ec\u30d9\u30eb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0 PLP\u5c02\u9805\uff09<\/td>\n<td>3\u5104\u30c9\u30eb<\/td>\n<td>\u6bb5\u968e\u7684\u306b\u91cf\u7523\u5316<\/td>\n<td>2031\u5e74\uff1a\u7d0430\u5104\u30c9\u30eb<\/td>\n<td>&gt; 40.0% (2025-2031)<\/td>\n<td>UHD FO\/2.5D\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u3001TSMC CoPoS\u304a\u3088\u3073\u8d85\u5927\u578b\u30c1\u30c3\u30d7\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong><em>\u8868<\/em><em>1. <\/em><em>\u30b0\u30ed\u30fc\u30d0\u30eb\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u304a\u3088\u3073\u7d30\u5206\u5316\u5e02\u5834\u306e\u898f\u6a21\u3068\u4e88\u6e2c\u30c7\u30fc\u30bf\uff1b\u60c5\u5831\u6e90\uff1a\u5404\u793e\u767a\u8868\u3001\u5317\u7c73\u667a\u6a29\u5831<\/em><em> \/ <\/em><em>\u674e\u6dd1\u84ee \u6574\u7406\u4f5c\u6210<\/em><\/strong><\/p>\n<p>\u73fe\u5728\u3001\u30cf\u30a4\u30a8\u30f3\u30c9AI\u30c1\u30c3\u30d7\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08TSMC\u306eCoWoS\u306a\u3069\uff09\u306e\u4e0d\u8db3\u306f\u3001\u524d\u5de5\u7a0b\u306e3\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u30d7\u30ed\u30bb\u30b9\u3088\u308a\u3082\u5e0c\u5c11\u306a\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u9700\u7d66\u306e\u4e0d\u4e00\u81f4\u306f2027\u5e74\u4e0a\u534a\u671f\u307e\u3067\u7d9a\u304f\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002NVIDIA\u306f\u5f37\u529b\u306a\u8cc7\u91d1\u529b\u3092\u80cc\u666f\u306b\u3001\u30d7\u30ec\u30df\u30a2\u30e0\u652f\u6255\u3044\u3092\u7d4c\u3066TSMC\u306eCoWoS\u751f\u7523\u80fd\u529b\u306e63%\u3092\u78ba\u4fdd\u3057\u3066\u304a\u308a\u3001Apple\u3001AMD\u3001Broadcom\uff08\u535a\u901a\uff09\u3001\u304a\u3088\u3073\u4e8c\u756a\u624b\u306e\u30c1\u30c3\u30d7\u8a2d\u8a08\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u4f01\u696d\u306f\u6b8b\u308a\u306e\u751f\u7523\u80fd\u529b\u3092\u4e89\u3046\u3053\u3068\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3001\u5341\u5206\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u751f\u7523\u80fd\u529b\u3092\u78ba\u4fdd\u3067\u304d\u306a\u304b\u3063\u305fASIC\u30c1\u30c3\u30d7\u4f01\u696d\u3084AI\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u306f\u3001\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff08\u4f01\u696d\u4fa1\u5024\u8a55\u4fa1\uff09\u306e\u5f15\u304d\u4e0b\u3052\u3084\u53d7\u6ce8\u524a\u6e1b\u306e\u4e0d\u5229\u76ca\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u4e00\u65b9\u3001\u30a4\u30f3\u30c6\u30eb\u306eEMIB\u3084ASE\uff08\u65e5\u6708\u5149\uff09\u306a\u3069\u306e\u4ee3\u66ff\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30c1\u30e3\u30cd\u30eb\u306b\u9806\u8abf\u306b\u53c2\u5165\u3067\u304d\u305f\u4f01\u696d\u306f\u3001\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u4fee\u5fa9\u306e\u6a5f\u4f1a\u3092\u5f97\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4f9b\u7d66\u306e\u6df1\u523b\u306a\u4e0d\u8db3\u3092\u53d7\u3051\u3001TSMC\u306eCoWoS\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u898b\u7a4d\u4fa1\u683c\u306f10%\u301c20%\u5f15\u304d\u4e0a\u3052\u3089\u308c\u3001\u7279\u6025\u30aa\u30fc\u30c0\u30fc\u3067\u306f20%\u301c30%\u306b\u9054\u3059\u308b\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002ABF\u57fa\u677f\u3001\u30b7\u30ea\u30b3\u30f3\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u3001\u304a\u3088\u3073\u30cf\u30a4\u30a8\u30f3\u30c9\u306e\u71b1\u754c\u9762\u6750\u6599\uff08TIM\uff09\u306e\u7d0d\u671f\u306f18\u301c24\u30f6\u6708\u306b\u9577\u671f\u5316\u3057\u3001\u56db\u534a\u671f\u3054\u3068\u306e\u4fa1\u683c\u4e0a\u6607\u5e45\u306f30%\u301c40%\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u3002HBM3E\u3068HBM4\u306e\u751f\u7523\u80fd\u529b\u3082\u3001\u4e16\u754c\u306e\u4e3b\u8981\u30e1\u30e2\u30ea\u5927\u624b\u306b\u3088\u3063\u30662027\u5e74\u5206\u307e\u3067\u307b\u307c\u6291\u3048\u3089\u308c\u3066\u304a\u308a\u3001\u30b9\u30dd\u30c3\u30c8\u5e02\u5834\u306f\u307b\u307c\u67af\u6e07\u3057\u3066\u3044\u308b\u305f\u3081\u3001HBM\u4fa1\u683c\u3082\u76f8\u5fdc\u306b15%\u301c20%\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E7%B4%B0%E5%88%86%E5%8C%96%E3%82%A2%E3%83%97%E3%83%AA%E3%82%B1%E3%83%BC%E3%82%B7%E3%83%A7%E3%83%B3%E5%B8%82%E5%A0%B4%E4%B8%80%EF%BC%9A5G%E9%AB%98%E5%91%A8%E6%B3%A2%EF%BC%88RF%EF%BC%89%E3%81%A8%E9%80%9A%E4%BF%A1%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%83%AC%E3%83%99%E3%83%AB%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E3%83%B3%E3%82%B0%EF%BC%88SiP%EF%BC%89\"><\/span><strong>\u7d30\u5206\u5316\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5e02\u5834\u4e00\uff1a<\/strong><strong>5G<\/strong><strong>\u9ad8\u5468\u6ce2\uff08<\/strong><strong>RF<\/strong><strong>\uff09\u3068\u901a\u4fe1\u30b7\u30b9\u30c6\u30e0\u30ec\u30d9\u30eb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08<\/strong><strong>SiP<\/strong><strong>\uff09<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>AI\u3084HPC\u306b\u52a0\u3048\u3066\u30015G\u304a\u3088\u3073\u30df\u30ea\u6ce2\uff08mmWave\uff09\u901a\u4fe1\u6280\u8853\u306e\u666e\u53ca\u3082\u3001\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306b\u5de8\u5927\u306a\u7d30\u5206\u5316\u5e02\u5834\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u307e\u3059\u3002Yole\u30c1\u30fc\u30e0\u306e\u5206\u6790\u306b\u3088\u308b\u3068\u3001\u4e16\u754c\u306e5G\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5e02\u5834\u306f2026\u5e74\u306b26\u5104\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u305d\u306e\u6838\u5fc3\u7684\u306a\u539f\u52d5\u529b\u306f\u9ad8\u5468\u6ce2\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u30e2\u30b8\u30e5\u30fc\u30eb\uff08RFFE\uff09\u3068\u30a2\u30f3\u30c6\u30ca\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08AiP\uff09\u6280\u8853\u306e\u6975\u9650\u306e\u7dfb\u5bc6\u5316\uff08Densification\uff09\u306b\u3042\u308a\u307e\u3059\u3002\u88682\u306f\u30015G\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u304a\u3088\u3073RF\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5e02\u5834\u306e\u7d30\u5206\u5316\u69cb\u9020\u306e\u4e88\u6e2c\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<table>\n<thead>\n<tr>\n<td><strong>\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u7d30\u5206\u5206\u91ce\u3068\u69cb\u9020\u90e8\u54c1<\/strong><\/td>\n<td><strong>2026<\/strong><strong>\u5e74\u5e02\u5834\u4e88\u6e2c\u7523\u51fa\u984d<\/strong><\/td>\n<td><strong>2020-2026<\/strong><strong>\u5e74 \u8907\u5408\u6210\u9577\u7387<\/strong><\/td>\n<td><strong>\u4e3b\u8981\u6280\u8853\u4ed5\u69d8\u3068\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u8ee2\u63db<\/strong><\/td>\n<td><strong>\u30ad\u30fc\u30d7\u30ec\u30a4\u30e4\u30fc\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u69cb\u9020<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>5G 6GHz<\/strong><strong>\u4ee5\u4e0b RFFEM<\/strong><\/td>\n<td>5G\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5168\u4f53\u306e67%\u3092\u5360\u3081\u308b<\/td>\n<td>\u5b89\u5b9a\u6210\u9577<\/td>\n<td>\u30de\u30eb\u30c1\u30c0\u30a4\u30fb\u30b7\u30b9\u30c6\u30e0\u30ec\u30d9\u30eb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08SiP\uff09\u3001\u6709\u6a5f\u30b3\u30a2\u30ec\u30b9\u57fa\u677f\u3092\u5229\u7528\u3057\u305f\u9ad8\u5bc6\u5ea6\u7d71\u5408<\/td>\n<td>RF\u30d5\u30a1\u30fc\u30b9\u30c8\u30af\u30e9\u30b9\u5927\u624b Qorvo\u3001Skyworks\u3001Broadcom\u3001\u6751\u7530\u88fd\u4f5c\u6240\uff08Murata\uff09<\/td>\n<\/tr>\n<tr>\n<td><strong>\u30e2\u30d0\u30a4\u30eb\u30df\u30ea\u6ce2<\/strong><strong> AiP<\/strong><strong>\u30e2\u30b8\u30e5\u30fc\u30eb<\/strong><\/td>\n<td>4.48\u5104\u30c9\u30eb<\/td>\n<td>40.0%<\/td>\n<td>\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30b7\u30a7\u30a2\u304c11%\u304b\u308917%\u3078\u5897\u52a0\u3001\u30df\u30ea\u6ce2\u30a2\u30f3\u30c6\u30ca\u3068RF\u30d5\u30ed\u30f3\u30c8\u30a8\u30f3\u30c9\u7d20\u5b50\u3092\u7d71\u5408<\/td>\n<td>Qualcomm\u304c\u7d76\u5bfe\u7684\u30ea\u30fc\u30c0\u30fc\uff08\u30b7\u30a7\u30a2\u534a\u5206\u8fd1\u304f\uff09\u3001Qorvo\u304c\u305d\u308c\u306b\u6b21\u3050<\/td>\n<\/tr>\n<tr>\n<td><strong>5G<\/strong><strong>\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u57fa\u677f<\/strong><\/td>\n<td>7.21\u5104\u30c9\u30eb<\/td>\n<td>35.0%<\/td>\n<td>\u30df\u30ea\u6ce2SiP\u3092\u652f\u6301\u3059\u308b\u305f\u3081\u3001\u4f4e\u640d\u5931\u57fa\u677f\uff08Low-loss substrate\uff09\u306e\u63a1\u7528\u304c\u5fc5\u9808<\/td>\n<td>\u30d5\u30a1\u30fc\u30b9\u30c8\u30af\u30e9\u30b9\u306e\u57fa\u677f\u30e1\u30fc\u30ab\u30fc\u3068OSAT\u696d\u8005\u304c\u5171\u540c\u3067\u638c\u63e1<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong><em>\u8868<\/em><em>2. 5G<\/em><em>\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u304a\u3088\u3073<\/em><em>RF<\/em><em>\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5e02\u5834\u7d30\u5206\u5316\u69cb\u9020\u4e88\u6e2c\uff1b\u60c5\u5831\u6e90\uff1a\u5404\u793e\u767a\u8868\u3001\u5317\u7c73\u667a\u6a29\u5831<\/em><em> \/ <\/em><em>\u674e\u6dd1\u84ee \u6574\u7406\u4f5c\u6210<\/em><\/strong><\/p>\n<p>5G\u30df\u30ea\u6ce2\u306e\u9ad8\u5468\u6ce2\u4f1d\u9001\u9700\u8981\u306e\u4e0b\u3067\u306f\u3001\u9ad8\u5468\u6ce2\u4fe1\u53f7\u304c\u5e72\u6e09\u3092\u53d7\u3051\u3084\u3059\u304f\u3001\u6e1b\u8870\u304c\u6975\u3081\u3066\u5927\u304d\u3044\u305f\u3081\u3001\u5f93\u6765\u306e\u5e73\u9762\u30e9\u30f3\u30c9\u683c\u5b50\u30a2\u30ec\u30a4\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08LGA SiP\uff09\u306f2018\u5e74\u4ee5\u964d\u3001\u4e21\u9762\u30dc\u30fc\u30eb\u683c\u5b50\u30a2\u30ec\u30a4\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff08Double-sided BGA SiP\uff09\u3078\u3068\u6bb5\u968e\u7684\u306b\u7f6e\u304d\u63db\u3048\u3089\u308c\u3001\u3055\u3089\u306b\u30d5\u30ea\u30c3\u30d7\u30c1\u30c3\u30d7\uff08Flip-Chip\uff09\u3084\u30d5\u30a1\u30f3\u30a2\u30a6\u30c8\uff08Fan-Out\uff09\u6280\u8853\u306b\u57fa\u3065\u304f\u65b0\u3057\u3044\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u304c\u5c0e\u5165\u3055\u308c\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a2\u30f3\u30c6\u30ca\u3068RF\u30c0\u30a4\u306e\u7269\u7406\u7684\u8ddd\u96e2\u3092\u7e2e\u3081\u3001\u5bc4\u751f\u640d\u5931\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E7%B4%B0%E5%88%86%E5%8C%96%E3%82%A2%E3%83%97%E3%83%AA%E3%82%B1%E3%83%BC%E3%82%B7%E3%83%A7%E3%83%B3%E5%B8%82%E5%A0%B4%E4%BA%8C%EF%BC%9A%E5%85%B1%E5%90%8C%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E5%85%89%EF%BC%88CPO%EF%BC%89%E3%81%A8%E3%83%8F%E3%82%A4%E3%82%A8%E3%83%B3%E3%83%89%E5%85%89%E9%9B%BB%E9%9B%86%E7%A9%8D%E5%9B%9E%E8%B7%AF%EF%BC%88PIC%EF%BC%89\"><\/span><strong>\u7d30\u5206\u5316\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5e02\u5834\u4e8c\uff1a\u5171\u540c\u30d1\u30c3\u30b1\u30fc\u30b8\u5149\uff08<\/strong><strong>CPO<\/strong><strong>\uff09\u3068\u30cf\u30a4\u30a8\u30f3\u30c9\u5149\u96fb\u96c6\u7a4d\u56de\u8def\uff08<\/strong><strong>PIC<\/strong><strong>\uff09<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>AI\u6f14\u7b97\u30af\u30e9\u30b9\u30bf\uff08Clusters\uff09\u306e\u6301\u7d9a\u7684\u306a\u62e1\u5f35\u306b\u3088\u308a\u3001\u5149\u901a\u4fe1\u306f\u30b5\u30fc\u30d0\u30fc\u30e9\u30c3\u30af\u306e\u5916\u90e8\u304b\u3089\u30d1\u30c3\u30b1\u30fc\u30b8\u306e\u5185\u90e8\u3078\u3068\u9032\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u5171\u540c\u30d1\u30c3\u30b1\u30fc\u30b8\u5149\uff08CPO\uff09\u306f\u3001\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3068\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u96c6\u7a4d\u56de\u8def\uff08PIC\uff09\u3092ASIC\u30ed\u30b8\u30c3\u30af\u30c1\u30c3\u30d7\u3068\u76f4\u63a5\u5171\u540c\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3057\u3001\u5f93\u6765\u306e\u9285\u6750\u8cea\u306ePCB\u914d\u7dda\u3092\u304a\u30d7\u30c6\u30a3\u30ab\u30eb\u30d5\u30a1\u30a4\u30d0\u30fc\uff08\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\uff09\u306b\u7f6e\u304d\u63db\u3048\u308b\u3053\u3068\u3067\u3001\u8d85\u5e83\u5e2f\u57df\u5e45\u3068\u8d85\u4f4e\u9045\u5ef6\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u4e88\u6e2c\u306b\u3088\u308b\u3068\u3001\u9ad8\u6027\u80fd\u306a\u5149\u76f8\u4e92\u63a5\u7d9a\u306b\u5bfe\u3059\u308bAI\u306e\u6e07\u671b\u306f\u3001\u5149\u901a\u4fe1\u5e02\u5834\u5168\u4f53\u3092\u5857\u308a\u66ff\u3048\u308b\u3053\u3068\u306b\u306a\u308a\u3001\u4e16\u754c\u306e\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u306f6\u5e74\u4ee5\u5185\u306b234\u5104\u30c9\u30eb\u304b\u30891,123\u5104\u30c9\u30eb\u3078\u3068\u7206\u767a\u7684\u306b\u5897\u52a0\u3059\u308b\u898b\u901a\u3057\u3067\u3059\u3002\u6280\u8853\u30eb\u30fc\u30c8\u306b\u304a\u3044\u3066\u306f\u3001\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\uff08Silicon Photonics\uff09\u304c\u3001\u9ad8\u3044\u5e2f\u57df\u5e45\u5bc6\u5ea6\u3001\u4f4e\u6d88\u8cbb\u96fb\u529b\u3092\u63d0\u4f9b\u3067\u304d\u3001\u524d\u5de5\u7a0b\u306eCMOS\u88fd\u9020\u8a2d\u5099\u3068\u4e92\u63db\u6027\u304c\u3042\u308b\u3068\u3044\u3046\u5f37\u307f\u304b\u3089\u3001\u6b21\u4e16\u4ee3\u306e\u5149\u76f8\u4e92\u63a5\u7d9a\u3092\u4e3b\u5c0e\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u53f0\u982d\u3057\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u3001\u696d\u754c\u306f\u30b7\u30f3\u30b0\u30eb\u30c1\u30e3\u30cd\u30eb400G\u306e\u30b3\u30a2\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u5411\u3051\u3066\u7a4d\u6975\u7684\u306b\u6e96\u5099\u3092\u9032\u3081\u308b\u3068\u540c\u6642\u306b\u3001\u8584\u819c\u30cb\u30aa\u30d6\u9178\u30ea\u30c1\u30a6\u30e0\uff08TFLN\uff09\u3001\u30ea\u30f3\u5316\u30a4\u30f3\u30b8\u30a6\u30e0\uff08InP\uff09\u3001\u7a92\u5316\u30b7\u30ea\u30b3\u30f3\uff08SiN\uff09\u3001\u6709\u6a5f\u5909\u8abf\u5668\u3001\u9ad8\u8a98\u96fb\u6027\u30c1\u30bf\u30f3\u9178\u30d0\u30ea\u30a6\u30e0\uff08BTO\uff09\u306a\u3069\u3092\u542b\u3080\u65b0\u4e16\u4ee3\u306e\u6750\u6599\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u958b\u767a\u3092\u4e26\u884c\u3057\u3066\u9032\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u306a\u304c\u3089\u3001CPO\u306e\u5927\u898f\u6a21\u306a\u5546\u696d\u91cf\u7523\u306f\u4f9d\u7136\u3068\u3057\u3066\u3001EML\u30ec\u30fc\u30b6\u30fc\u306e\u5bff\u547d\u3068\u9ad8\u6e29\u7d50\u5408\u52b9\u7387\u3001\u30cf\u30a4\u30a8\u30f3\u30c9\u306e\u30c7\u30b8\u30bf\u30eb\u4fe1\u53f7\u30d7\u30ed\u30bb\u30c3\u30b5\uff08DSP\uff09\u306e\u6d88\u8cbb\u96fb\u529b\u3001\u305d\u3057\u3066\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u96c6\u7a4d\u3068\u9ad8\u7cbe\u5ea6\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30fb\u30c6\u30b9\u30c8\u6280\u8853\u3068\u3044\u30463\u3064\u306e\u91cd\u8981\u306a\u6280\u8853\u7684\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u3088\u3063\u3066\u5236\u7d04\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E5%85%88%E9%80%B2%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E3%83%B3%E3%82%B0%E3%81%AE%E3%82%B0%E3%83%AD%E3%83%BC%E3%83%90%E3%83%AB%E7%89%B9%E8%A8%B1%E6%A6%82%E8%A6%81%E3%81%A8%E7%9F%A5%E7%9A%84%E8%B2%A1%E7%94%A3%E6%A8%A9%E3%81%AE%E5%9C%B0%E6%94%BF%E5%AD%A6%E7%9A%84%E7%AB%B6%E5%90%88\"><\/span><strong>\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u7279\u8a31\u6982\u8981\u3068\u77e5\u7684\u8ca1\u7523\u6a29\u306e\u5730\u653f\u5b66\u7684\u7af6\u5408<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"3%E5%A4%A7%E5%8D%8A%E5%B0%8E%E4%BD%93%E8%A6%87%E4%B8%BB%E3%81%AE%E5%85%88%E9%80%B2%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E3%83%B3%E3%82%B0%E7%89%B9%E8%A8%B1%E7%AB%B6%E4%BA%89%E5%8A%9B\"><\/span><strong>3<\/strong><strong>\u5927\u534a\u5c0e\u4f53\u8987\u4e3b\u306e\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u7279\u8a31\u7af6\u4e89\u529b<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306f\u3001\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u304c\u6280\u8853\u7279\u8a31\u306e\u5800\uff08Moat\uff09\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306e\u6df1\u6c34\u57df\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u7279\u8a31\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306e\u6700\u65b0\u7d71\u8a08\u306b\u3088\u308b\u3068\u3001TSMC\u3001\u30b5\u30e0\u30b9\u30f3\u3001\u30a4\u30f3\u30c6\u30eb\u306f\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30cf\u30a4\u30a8\u30f3\u30c9\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u9818\u57df\u306b\u304a\u3044\u3066\u3001\u7d76\u5bfe\u7684\u306a\u77e5\u7684\u8ca1\u7523\u6a29\u306e\u652f\u914d\u529b\u3092\u6709\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<ul>\n<li><strong>TSMC<\/strong><strong>\uff08\u53f0\u7a4d\u96fb\uff09<\/strong>\uff1a\u7279\u8a31\u4ef6\u6570\u3068\u5f15\u7528\u54c1\u8cea\u306e\u4e21\u65b9\u306b\u304a\u3044\u3066\u4e16\u754c\u9996\u4f4d\u3092\u5360\u3081\u3001\u6700\u9ad8\u88ab\u5f15\u7528\u54c1\u8cea\u30e9\u30f3\u30ad\u30f3\u30b0\u306e\u7279\u8a31\u30922,946\u4ef6\u4fdd\u6709\u3057\u3066\u3044\u307e\u3059\u3002\u540c\u793e\u306e\u6280\u8853\u7684\u5e03\u9663\u306f2.5D\/3D\u7d71\u5408\u3001\u9ad8\u5bc6\u5ea6\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u3001\u304a\u3088\u3073\u30d0\u30f3\u30d7\u30ec\u30b9\u30fb\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u306b\u9ad8\u5ea6\u306b\u96c6\u4e2d\u3057\u3066\u304a\u308a\u3001\u540c\u793e\u306eIntegrated Fan-Out\uff08InFO\uff09\u3084System-on-Integrated Chips\uff08SoIC\uff09\u6280\u8853\u306b\u3088\u3063\u3066\u96e3\u653b\u4e0d\u843d\u306e\u7279\u8a31\u7fa4\u3092\u5f62\u6210\u3057\u3066\u3044\u307e\u3059\u3002<\/li>\n<li><strong>\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\uff08<\/strong><strong>Samsung<\/strong><strong>\uff09<\/strong>\uff1a2,404\u4ef6\u306e\u9ad8\u5f15\u7528\u7279\u8a31\u3092\u4fdd\u6709\u3057\u3001\u7b2c2\u4f4d\u3001\u6280\u8853\u54c1\u8cea\u3067\u3082\u7b2c2\u4f4d\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u307e\u3059\u3002\u30b5\u30e0\u30b9\u30f3\u306f2015\u5e74\u4ee5\u964d\u3001\u9632\u5fa1\u3068\u653b\u52e2\u3092\u517c\u306d\u5099\u3048\u305f\u6226\u7565\u3092\u63a1\u308a\u3001FOPLP\u7279\u8a31\u30843D\u30e1\u30e2\u30ea\uff08HBM\uff09\u7a4d\u5c64\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u9818\u57df\u3067\u7279\u8a31\u51fa\u9858\u4ef6\u6570\u3092\u6025\u6fc0\u306b\u5897\u52a0\u3055\u305b\u3001TSMC\u3068\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u304a\u3088\u3073\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306b\u304a\u3051\u308b\u4e8c\u6b63\u9762\u4f5c\u6226\u3067\u5747\u8861\u3092\u5f97\u308b\u3053\u3068\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u3002<\/li>\n<li><strong>\u30a4\u30f3\u30c6\u30eb\uff08<\/strong><strong>Intel<\/strong><strong>\uff09<\/strong>\uff1a1,434\u4ef6\u306e\u9ad8\u5f15\u7528\u7279\u8a31\u3092\u4fdd\u6709\u3057\u3001\u54c1\u8cea\u306f\u7b2c3\u4f4d\u3067\u3059\u3002\u30a4\u30f3\u30c6\u30eb\u306fEMIB\u30b7\u30ea\u30b3\u30f3\u30d6\u30ea\u30c3\u30b8\u6280\u8853\u3068Foveros 3D\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u304a\u3044\u3066\u5148\u767a\u306e\u57fa\u790e\u7279\u8a31\u306e\u5f37\u307f\u3092\u6709\u3057\u3066\u3044\u307e\u3059\u3002\u8fd1\u5e74\u3001\u540c\u793e\u306e\u7279\u8a31\u306e\u4e3b\u529b\u306f\u30ac\u30e9\u30b9\u30b3\u30a2\u30ad\u30e3\u30ea\u30a2\uff08Glass Core\uff09\u3068TGV\uff08\u30ac\u30e9\u30b9\u8cab\u901a\u96fb\u6975\uff09\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\u3078\u3068\u79fb\u884c\u3057\u3066\u304a\u308a\u3001\u65b0\u6750\u6599\u306e\u5c0e\u5165\u6bb5\u968e\u3067\u306e\u4e3b\u5c0e\u6a29\u3092\u78ba\u7acb\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"%E3%83%8F%E3%82%A4%E3%83%96%E3%83%AA%E3%83%83%E3%83%89%E3%83%9C%E3%83%B3%E3%83%87%E3%82%A3%E3%83%B3%E3%82%B0%E3%80%81CPO%E3%81%8A%E3%82%88%E3%81%B3FOPLP%E3%81%AE%E7%89%B9%E8%A8%B1%E8%A8%B4%E8%A8%9F%E3%81%A8%E3%83%A9%E3%82%A4%E3%82%BB%E3%83%B3%E3%82%B9%E5%8B%95%E5%90%91\"><\/span><strong>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u3001<\/strong><strong>CPO<\/strong><strong>\u304a\u3088\u3073<\/strong><strong>FOPLP<\/strong><strong>\u306e\u7279\u8a31\u8a34\u8a1f\u3068\u30e9\u30a4\u30bb\u30f3\u30b9\u52d5\u5411<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u306e\u7279\u8a31\u5e03\u9663\u306f\u3001\u6975\u3081\u3066\u9ad8\u3044\u96c6\u4e2d\u5ea6\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u77e5\u7684\u8ca1\u7523\u5927\u624b\u306eAdeia\uff08\u65e7Xperi\uff09\u306f\u3001Direct Bond Interconnect\uff08DBI\u00ae\uff09\u306e\u6838\u5fc3\u7684\u306a\u57fa\u790e\u7279\u8a31\u3092\u4fdd\u6709\u3057\u3066\u304a\u308a\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u306e\u69cb\u9020\u8a2d\u8a08\u3001\u8868\u9762\u5e73\u5766\u5316\u3001\u71b1\u7ba1\u7406\uff08US11011494\uff09\u304a\u3088\u3073\u91d1\u5c5e\u539f\u5b50\u62e1\u6563\u9632\u6b62\u30e1\u30ab\u30cb\u30ba\u30e0\uff08US11031285\uff09\u3092\u30ab\u30d0\u30fc\u3057\u3066\u3044\u307e\u3059\u3002Adeia\u306f\u6975\u3081\u3066\u5f37\u786c\u306a\u77e5\u7684\u8ca1\u7523\u7dad\u6a29\u6226\u7565\u3092\u63a1\u3063\u3066\u304a\u308a\u3001\u540c\u793e\u306e\u534a\u5c0e\u4f53\u90e8\u9580\u306f2025\u5e74\u306b\u904e\u53bb\u6700\u9ad8\u306e4.434\u5104\u30c9\u30eb\u306e\u58f2\u4e0a\u9ad8\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u30bd\u30cb\u30fc\u3001\u9577\u6c5f\u30e1\u30e2\u30ea\uff08YMTC\uff09\u3001\u30de\u30a4\u30af\u30ed\u30f3\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306a\u3069\u306e\u5927\u624b\u3078\u306e\u6226\u7565\u7684\u306a\u7279\u8a31\u30e9\u30a4\u30bb\u30f3\u30b9\u4f9b\u4e0e\u306b\u9ad8\u5ea6\u306b\u4f9d\u5b58\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Adeia\u306f2025\u5e741\u6708\u3001\u30c6\u30ad\u30b5\u30b9\u5dde\u9023\u90a6\u5730\u88c1\u306b\u304a\u3044\u3066AMD\u306b\u5bfe\u3057\u3001\u8907\u6570\u306eCPU\/GPU\u30c1\u30c3\u30d7\u306b\u304a\u3044\u3066\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u95a2\u9023\u6280\u8853\u3092\u7121\u65ad\u3067\u4f7f\u7528\u3057\u305f\u3068\u3057\u3066\u30012\u4ef6\u306e\u91cd\u5927\u306a\u534a\u5c0e\u4f53\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u7279\u8a31\u4fb5\u5bb3\u8a34\u8a1f\u3092\u8d77\u3053\u3057\u307e\u3057\u305f\u3002\u672c\u4ef6\u306f\u6700\u7d42\u7684\u306b2026\u5e743\u6708\u3001\u4e21\u8005\u304c\u8907\u6570\u5e74\u306e\u6226\u7565\u7684\u6280\u8853\u30e9\u30a4\u30bb\u30f3\u30b9\u5951\u7d04\u3092\u7de0\u7d50\u3059\u308b\u3053\u3068\u3067\u548c\u89e3\u306b\u9054\u3057\u3001AMD\u306e\u8a34\u8a1f\u30ea\u30b9\u30af\u3068\u55b6\u696d\u30ea\u30b9\u30af\u3092\u89e3\u6d88\u3059\u308b\u3053\u3068\u306b\u6210\u529f\u3057\u307e\u3057\u305f\u304c\u3001\u30cf\u30a4\u30a8\u30f3\u30c9\u30c1\u30c3\u30d7\u8a2d\u8a08\u4f01\u696d\u306b\u3068\u3063\u3066\u57fa\u790e\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u7279\u8a31\u304c\u6301\u3064\u5b9f\u8cea\u7684\u306a\u727d\u5236\u529b\u3092\u6539\u3081\u3066\u8a3c\u660e\u3059\u308b\u3053\u3068\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u5171\u540c\u30d1\u30c3\u30b1\u30fc\u30b8\u5149\uff08CPO\uff09\u306e\u9818\u57df\u3067\u3082\u3001\u7279\u8a31\u7af6\u4e89\u306f\u540c\u69d8\u306b\u7570\u5e38\u306a\u6fc0\u3057\u3055\u3092\u898b\u305b\u3066\u3044\u307e\u3059\u30022020\u5e74\u4ee5\u964d\u3001\u4e16\u754c\u30671,300\u4ee5\u4e0a\u306e\u7279\u8a31\u30d5\u30a1\u30df\u30ea\u30fc\u3001\u5408\u8a084,000\u4ef6\u4ee5\u4e0a\u306e\u500b\u5225\u7279\u8a31\u304cCPO\u3092\u5de1\u3063\u3066\u51fa\u9858\u3055\u308c\u3066\u304a\u308a\u3001\u7c73\u56fd\u3001\u4e2d\u56fd\u3001\u6b27\u5dde\u304c\u4e3b\u8981\u306a\u7279\u8a31\u4fdd\u8b77\u56fd\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30a4\u30f3\u30c6\u30eb\u3001\u30b7\u30b9\u30b3\u3001\u30d5\u30a1\u30fc\u30a6\u30a7\u30a4\uff08\u83ef\u70ba\uff09\u3001Broadcom\u3001TSMC\u3001\u30ce\u30ad\u30a2\u306a\u3069\u306e\u5de8\u982d\u306f\u3001\u5149\u96fb\u7570\u7a2e\u76f8\u4e92\u63a5\u7d9a\u3001\u5149\u9001\u4fe1\u30a8\u30f3\u30b8\u30f3\u3001\u9ad8\u5468\u6ce2\u5149\u5909\u8abf\u69cb\u9020\u306b\u304a\u3044\u3066\u81a8\u5927\u306a\u7279\u8a31\u3092\u51fa\u9858\u3057\u3066\u304a\u308a\u3001\u65b0\u898f\u53c2\u5165\u4f01\u696d\u306e\u4e8b\u696d\u306e\u81ea\u7531\uff08FTO\uff09\u30b9\u30da\u30fc\u30b9\u3092\u5927\u5e45\u306b\u72ed\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u540c\u6642\u306b\u3001\u4e2d\u56fd\u306e\u534a\u5c0e\u4f53\u4f01\u696d\u306f\u5730\u653f\u5b66\u7684\u5236\u7d04\u306b\u76f4\u9762\u3059\u308b\u4e2d\u3001\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u56fd\u7523\u6f14\u7b97\u80fd\u529b\u306e\u81ea\u4e3b\u5316\uff08Self-Sufficiency\uff09\u3068\u6280\u8853\u7684\u7a81\u7834\u306e\u305f\u3081\u306e\u6700\u3082\u91cd\u8981\u306a\u30eb\u30fc\u30c8\u3068\u898b\u306a\u3057\u3066\u3044\u307e\u3059\u3002\u9577\u6c5f\u30e1\u30e2\u30ea\uff08YMTC\uff09\u3068\u6b66\u6f22\u65b0\u82af\uff08XMC\uff09\u306fXtacking\u00ae\u6280\u8853\u7279\u8a31\u3092\u983c\u308a\u306b\u30013D NAND\u306e\u9ad8\u898f\u683c\u7a4d\u5c64\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u7279\u8a31\u9818\u57df\u3067\u56fd\u969b\u7684\u306a\u7af6\u4e89\u529b\u3092\u6709\u3057\u3066\u3044\u307e\u3059\u3002\u901a\u5bcc\u5fae\u96fb\u3001\u9577\u96fb\u79d1\u6280\uff08JCET\uff09\u3001\u83ef\u5929\u79d1\u6280\u3001\u6c9b\u9813\u79d1\u6280\u3001\u6d77\u592a\u534a\u5c0e\u4f53\u306a\u3069\u306e\u4e2d\u56fd\u5927\u9678\u306eOSAT\u5927\u624b\u3082\u3001\u9ad8\u5bc6\u5ea6HBM\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3084\u5927\u9762\u7a4d2.5D\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u6280\u8853\u306b\u304a\u3044\u3066\u9632\u5fa1\u578b\u7279\u8a31\u7fa4\u3092\u69cb\u7bc9\u3057\u3001\u56fd\u7523AI\u30c1\u30c3\u30d7\u306e\u73fe\u5730\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u9700\u8981\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E4%B8%BB%E8%A6%81%E3%81%AA%E6%94%BE%E7%86%B1%E7%89%B9%E8%A8%B1%E3%81%AE%E8%A7%A3%E6%9E%90%E3%80%81%E6%9D%90%E6%96%99%E3%81%AE%E3%83%9C%E3%83%88%E3%83%AB%E3%83%8D%E3%83%83%E3%82%AF%E3%81%A8%E5%8F%B0%E6%B9%BE%E3%83%AD%E3%83%BC%E3%82%AB%E3%83%AB%E8%A8%AD%E5%82%99%E3%83%BB%E6%9D%90%E6%96%99%E3%81%AE%E3%83%93%E3%82%B8%E3%83%8D%E3%82%B9%E3%83%81%E3%83%A3%E3%83%B3%E3%82%B9\"><\/span><strong>\u4e3b\u8981\u306a\u653e\u71b1\u7279\u8a31\u306e\u89e3\u6790\u3001\u6750\u6599\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3068\u53f0\u6e7e\u30ed\u30fc\u30ab\u30eb\u8a2d\u5099\u30fb\u6750\u6599\u306e\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"3D%E7%A9%8D%E5%B1%A4%E6%A5%B5%E9%99%90%E7%86%B1%E6%8B%A1%E6%95%A3%E3%81%A8%E5%BF%9C%E5%8A%9B%E5%88%B6%E5%BE%A1%E7%89%B9%E8%A8%B1\"><\/span><strong>3D<\/strong><strong>\u7a4d\u5c64\u6975\u9650\u71b1\u62e1\u6563\u3068\u5fdc\u529b\u5236\u5fa1\u7279\u8a31<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>3D\u306e\u9ad8\u5bc6\u5ea6\u7a4d\u5c64\u304a\u3088\u3073\u30de\u30eb\u30c1\u30c1\u30c3\u30d7\u7570\u7a2e\u7d71\u5408\u306b\u304a\u3044\u3066\u3001\u71b1\u6e90\u304c\u9ad8\u5ea6\u306b\u91cd\u306a\u308a\u5408\u3046\u305f\u3081\u3001\u71b1\u6d41\u5bc6\u5ea6\uff08Heat Flux\uff09\u306f\u3057\u3070\u3057\u3070300 W\/cm\u00b2\u3092\u8d85\u3048\u307e\u3059\u3002\u71b1\u306e\u84c4\u7a4d\u306b\u3088\u308b\u7d20\u5b50\u306e\u6545\u969c\u3084\u71b1\u5909\u5f62\u306b\u3088\u308b\u53cd\u308a\u3092\u9632\u3050\u305f\u3081\u3001TSMC\u306f\u8fd1\u5e74\u3001\u4e00\u9023\u306e\u30cf\u30a4\u30a8\u30f3\u30c9\u306e\u7269\u7406\u7684\u653e\u71b1\u304a\u3088\u3073\u5fdc\u529b\u88dc\u511f\u306b\u95a2\u3059\u308b\u7279\u8a31\u3092\u96c6\u4e2d\u7684\u306b\u767a\u8868\u3057\u3066\u304a\u308a\u3001\u524d\u5de5\u7a0b\u306e\u8a2d\u8a08\u6bb5\u968e\u304b\u3089\u71b1\u7ba1\u7406\u3092\u7d71\u5408\u3059\u308b\u6226\u7565\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<ul>\n<li><strong>\u30de\u30eb\u30c1<\/strong><strong>TIM<\/strong><strong>\u30d1\u30fc\u30c6\u30a3\u30b7\u30e7\u30f3\u3068\u65b9\u5411\u6027\u653e\u71b1\uff08<\/strong><strong>US20240363474<\/strong><strong>\uff09<\/strong>\uff1a\u30b7\u30b9\u30c6\u30e0\u30d1\u30c3\u30b1\u30fc\u30b8\u5185\u90e8\u306b\u65b9\u5411\u6027\u3092\u6301\u3064\u9ad8\u71b1\u4f1d\u5c0e\u6750\u6599\uff08Thermal Interface Material, TIM\uff09\u306e\u7d4c\u8def\u3092\u8a2d\u8a08\u3059\u308b\u3053\u3068\u3067\u3001\u9ad8\u6d88\u8cbb\u96fb\u529b\u30c0\u30a4\uff08GPU\u30b3\u30a2\u306a\u3069\uff09\u306e\u653e\u71b1\u7d4c\u8def\u3068\u4f4e\u6d88\u8cbb\u96fb\u529b\u9818\u57df\uff08\u30e1\u30e2\u30ea\u306a\u3069\uff09\u3092\u71b1\u9694\u96e2\u3057\u3001\u30de\u30eb\u30c1\u30c1\u30c3\u30d7\u5185\u90e8\u306b\u304a\u3051\u308b\u71b1\u306e\u6c34\u5e73\u62e1\u6563\u3092\u5927\u5e45\u306b\u6291\u5236\u3057\u3001\u7570\u7a2e\u6750\u6599\u306e\u4e0d\u5747\u7b49\u306a\u81a8\u5f35\u306b\u3088\u3063\u3066\u751f\u3058\u308b\u305b\u3093\u65ad\u5fdc\u529b\u3092\u6e1b\u5c11\u3055\u305b\u307e\u3059\u3002<\/li>\n<li><strong>\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u57fa<\/strong><strong>TIM<\/strong><strong>\u306e\u6a5f\u68b0\u7684\u4fdd\u8b77\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\uff08<\/strong><strong>US20250309071<\/strong><strong>\uff09<\/strong>\uff1a\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8\u306e\u3088\u3046\u306b\u5e73\u9762\u65b9\u5411\u306e\u71b1\u4f1d\u5c0e\u7387\u304c\u6975\u3081\u3066\u9ad8\u3044\u3082\u306e\u306e\u3001\u6975\u3081\u3066\u8106\u5f31\u3067\u5bc6\u7740\u6027\u304c\u4f4e\u3044\u6750\u6599\u306b\u5bfe\u3057\u3066\u3001TSMC\u306f\u9ad8\u7cbe\u5ea6\u306a\u30b9\u30da\u30fc\u30b5\u30fc\u30d5\u30ec\u30fc\u30e0\u69cb\u9020\uff08Spacer Frame\uff09\u3092\u8a2d\u8a08\u3057\u307e\u3057\u305f\u3002\u30b0\u30e9\u30d5\u30a1\u30a4\u30c8TIM\u3092\u6a5f\u68b0\u7684\u306b\u5305\u307f\u8fbc\u3093\u3067\u5782\u76f4\u306b\u5727\u7e2e\u3057\u3001\u9577\u671f\u306e\u51b7\u71b1\u30b5\u30a4\u30af\u30eb\u306e\u5fdc\u529b\u81a8\u5f35\u306b\u3088\u308b\u5fae\u7d30\u306a\u4e80\u88c2\u3084\u5265\u96e2\u3092\u9632\u6b62\u3057\u307e\u3059\u3002<\/li>\n<li><strong>Gap-filling<\/strong><strong>\u5fdc\u529b\u5236\u5fa1\u3068\u53cd\u308a\u9632\u6b62\u69cb\u9020\uff08<\/strong><strong>US12249566<\/strong><strong>\uff09<\/strong>\uff1a\u7279\u5b9a\u306e\u5f3e\u6027\u7387\u3068\u71b1\u4f1d\u5c0e\u7387\u3092\u6301\u3064\u975e\u5c0e\u96fb\u6027\u30d5\u30a3\u30e9\u30fc\u6750\u6599\u30923D\u30c1\u30c3\u30d7\u306e\u9593\u9699\u306b\u5145\u586b\u3057\u3001\u786c\u5316\u30d7\u30ed\u30bb\u30b9\u4e2d\u306e\u6b8b\u7559\u5fdc\u529b\uff08Residual Stress\uff09\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u3067\u3001\u30b7\u30ea\u30b3\u30f3\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u306e\u53cd\u308a\u3092\u6e1b\u5c11\u3055\u305b\u307e\u3059\u3002<\/li>\n<li><strong>\u5f37\u5316\u578b\u652f\u6301\u57fa\u677f\uff08<\/strong><strong>US20250266318<\/strong><strong>\uff09<\/strong>\uff1a\u30c1\u30c3\u30d7\u306e\u5916\u5468\u3092\u6a5f\u68b0\u7684\u652f\u6301\u3068\u4e0a\u65b9\u3078\u306e\u9ad8\u3044\u71b1\u4f1d\u5c0e\u6a5f\u80fd\u3092\u517c\u306d\u5099\u3048\u305f\u91d1\u5c5e\u5316\u30ad\u30e3\u30ea\u30a2\u69cb\u9020\u3067\u8986\u3044\u3001\u30c0\u30df\u30fc\u30c1\u30c3\u30d7\uff08Virtual Chips\uff09\u3084\u975e\u5bfe\u79f0\u306e\u6750\u6599\u7d44\u307f\u5408\u308f\u305b\u3068\u9023\u643a\u3057\u3066\u3001\u30d1\u30c3\u30b1\u30fc\u30b8\u5168\u4f53\u306e\u5fdc\u529b\u52d5\u7684\u30d0\u30e9\u30f3\u30b9\u3092\u9054\u6210\u3057\u307e\u3059\u3002<\/li>\n<li><strong>\u524d\u5de5\u7a0b\u76f8\u4e92\u63a5\u7d9a\u71b1\u30a4\u30f3\u30d5\u30e9\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\uff08<\/strong><strong>US20250300149<\/strong><strong>\uff09<\/strong>\uff1a\u8584\u5316\u3055\u308c\u305f\u30ad\u30e3\u30ea\u30a2\u30a6\u30a8\u30cf\u3092\u30a2\u30e9\u30a4\u30e1\u30f3\u30c8\u3057\u305f\u30c0\u30df\u30fc\u30e1\u30bf\u30eb\u30d1\u30c3\u30c9\uff08Virtual Pads\uff09\u3092\u5229\u7528\u3057\u3001\u4e0b\u5c64\u30c1\u30c3\u30d7\u306b\u84c4\u7a4d\u3057\u305f\u71b1\u3092\u524d\u5de5\u7a0b\u306e\u91d1\u5c5e\u76f8\u4e92\u63a5\u7d9a\u914d\u7dda\u3092\u901a\u3058\u3066\u76f4\u63a5\u4e0a\u306e\u9ad8\u52b9\u7387\u653e\u71b1\u677f\u3078\u3068\u6392\u51fa\u3057\u3001\u5782\u76f4\u65b9\u5411\u306e\u653e\u71b1\u7d4c\u8def\u3092\u77ed\u7e2e\u3057\u307e\u3059\u3002<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"%E5%8F%B0%E6%B9%BE%E3%83%AD%E3%83%BC%E3%82%AB%E3%83%AB%E5%8D%8A%E5%B0%8E%E4%BD%93%E8%A8%AD%E5%82%99%E3%83%BB%E3%83%86%E3%82%B9%E3%83%88%E3%83%BB%E6%9D%90%E6%96%99%E3%82%B5%E3%83%97%E3%83%A9%E3%82%A4%E3%83%81%E3%82%A7%E3%83%BC%E3%83%B3%E3%81%AE%E6%88%90%E9%95%B7%E7%B4%85%E5%88%A9%EF%BC%88%E6%88%90%E9%95%B7%E3%81%AE%E6%81%A9%E6%81%B5%EF%BC%89\"><\/span><strong>\u53f0\u6e7e\u30ed\u30fc\u30ab\u30eb\u534a\u5c0e\u4f53\u8a2d\u5099\u30fb\u30c6\u30b9\u30c8\u30fb\u6750\u6599\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u6210\u9577\u7d05\u5229\uff08\u6210\u9577\u306e\u6069\u6075\uff09<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>TSMC\u306e\u8a2d\u5099\u6295\u8cc7\u304c2026\u5e74\u306b520\u5104\u301c560\u5104\u30c9\u30eb\u3078\u3068\u5927\u5e45\u306b\u8df3\u306d\u4e0a\u304c\u308b\u80cc\u666f\u306b\u304a\u3044\u3066\u3001\u30cf\u30a4\u30a8\u30f3\u30c9\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u8a2d\u5099\u3001\u7279\u6b8a\u30c6\u30b9\u30c8\u3001\u304a\u3088\u3073\u6750\u6599\u306e\u56fd\u7523\u5316\uff08\u73fe\u5730\u5316\uff09\u306f\u3001\u53f0\u6e7e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u3068\u3063\u3066\u6700\u5f37\u306e\u89e6\u5a92\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u88683\u306f\u3001TSMC\u306eCoWoS \/ SoIC\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u304a\u3088\u3073\u6b21\u4e16\u4ee3CoPoS\u6280\u8853\u306b\u304a\u3051\u308b\u3001\u53f0\u6e7e\u30ed\u30fc\u30ab\u30eb\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u4e3b\u8981\u306a\u53d7\u76ca\u9298\u67c4\u3068\u6838\u5fc3\u6280\u8853\u306e\u8a73\u7d30\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<table>\n<thead>\n<tr>\n<td><strong>\u4f01\u696d\u540d<\/strong><\/td>\n<td><strong>\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306e\u6838\u5fc3\u7684\u4f4d\u7f6e<\/strong><\/td>\n<td><strong>\u6838\u5fc3\u88fd\u54c1\u3068\u53d7\u76ca\u7406\u7531<\/strong><\/td>\n<td><strong>\u53d7\u6ce8\u306e\u898b\u901a\u3057\u3068\u9577\u671f\u7684\u52d5\u5411<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>\u5f18\u5851 (Grand Plastic)<\/strong><\/td>\n<td>CoWoS \/ SoIC \u524d\u5de5\u7a0b\u30a6\u30a7\u30c3\u30c8\u30d7\u30ed\u30bb\u30b9<\/td>\n<td>\u9178\u6d17\u6d44\u88c5\u7f6e\u304a\u3088\u3073\u30b7\u30f3\u30b0\u30eb\u30a6\u30a8\u30cf\u56de\u8ee2\u6d17\u6d44\u88c5\u7f6e\u3002\u30a6\u30a8\u30cf\u524d\u5de5\u7a0b\u3068\u30cf\u30a4\u30a8\u30f3\u30c9\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6d17\u6d44\u5e02\u5834\u3067\u6975\u3081\u3066\u9ad8\u3044\u30b7\u30a7\u30a2\u3092\u6301\u3061\u3001TSMC\u306e\u6a19\u6e96\u7684\u306a\u5897\u7523\u8a2d\u5099\u3002<\/td>\n<td>\u53d7\u6ce8\u306e\u898b\u901a\u3057\u304c\u6975\u3081\u3066\u9ad8\u304f\u3001\u9ad8\u3044\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30d7\u30ec\u30df\u30a2\u30e0\u3092\u4eab\u53d7\u3002<\/td>\n<\/tr>\n<tr>\n<td><strong>\u8f9b\u8018 (Scientech)<\/strong><\/td>\n<td>CoWoS \/ SoIC \u524d\u5de5\u7a0b\u30a6\u30a7\u30c3\u30c8\u30d7\u30ed\u30bb\u30b9\u304a\u3088\u3073\u4ee3\u7406\u5e97<\/td>\n<td>\u5f18\u5851\u3068\u30a6\u30a7\u30c3\u30c8\u30d7\u30ed\u30bb\u30b9\u6d17\u6d44\u5e02\u5834\u306e\u30b7\u30a7\u30a2\u3092\u5206\u3051\u5408\u3046\u3068\u540c\u6642\u306b\u3001\u8907\u6570\u306e\u6d77\u5916\u88fd\u30cf\u30a4\u30a8\u30f3\u30c9\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u524d\u5de5\u7a0b\u8a2d\u5099\u306e\u4ee3\u7406\u5e97\u696d\u52d9\u3092\u884c\u3046\u3002<\/td>\n<td>\u53d7\u6ce8\u306e\u898b\u901a\u3057\u306f2027\u5e74\u307e\u3067\u7740\u5b9f\u306b\u78ba\u4fdd\u3055\u308c\u3066\u3044\u308b\u3002<\/td>\n<\/tr>\n<tr>\n<td><strong>\u842c\u6f64 (Allring Tech)<\/strong><\/td>\n<td>CoWoS \u5f8c\u5de5\u7a0b\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3001\u8cbc\u308a\u5408\u308f\u305b\u304a\u3088\u3073\u691c\u67fb<\/td>\n<td>\u5f8c\u5de5\u7a0b\u306e\u30c7\u30a3\u30b9\u30da\u30f3\u30b5\u30fc\uff08Dispensing\uff09\u304a\u3088\u3073\u81ea\u52d5\u5149\u5b66\u691c\u67fb\uff08AOI\uff09\u88c5\u7f6e\u3092\u4e3b\u8ef8\u3068\u3059\u308b\u3002\u5f8c\u5de5\u7a0b\u30c7\u30a3\u30b9\u30da\u30f3\u30b9\u3068\u8cbc\u308a\u5408\u308f\u305b\u88c5\u7f6e\u306e\u9700\u8981\u306f\u3001AI\u30c1\u30c3\u30d7\u306e\u51fa\u8377\u91cf\u306b\u6bd4\u4f8b\u3057\u3066\u6025\u5897\u3057\u3066\u3044\u308b\u3002<\/td>\n<td>Blackwell\u306a\u3069\u306e\u30de\u30eb\u30c1\u30c0\u30a4\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u51fa\u8377\u306e\u6ce2\u3092\u53d7\u3051\u3001\u58f2\u4e0a\u306e\u5f3e\u529b\u6027\u304c\u6975\u3081\u3066\u5927\u304d\u3044\u3002<\/td>\n<\/tr>\n<tr>\n<td><strong>\u5747\u83ef (GPM)<\/strong><\/td>\n<td>2.5D\/3D \u3068 CoPoS \u30c1\u30c3\u30d7\u30d4\u30c3\u30ad\u30f3\u30b0\u30fb\u30b9\u30bf\u30c3\u30ad\u30f3\u30b0<\/td>\n<td>\u8d85\u9ad8\u7cbe\u5ea6\u30c1\u30c3\u30d7\u30d4\u30c3\u30ab\u30fc\uff08Die Picker\uff09\u3084\u30c0\u30a4\u30dc\u30f3\u30c0\u30fc\uff08Die Bonder\uff09\u3092\u5c02\u9580\u3068\u3057\u30012.5D\/3D\u306e\u6c34\u5e73\u30fb\u5782\u76f4\u65b9\u5411\u306b\u304a\u3051\u308b\u9ad8\u7cbe\u5ea6\u306e\u7cbe\u5bc6\u30a2\u30e9\u30a4\u30e1\u30f3\u30c8\u3068\u7a4d\u5c64\u3092\u62c5\u3046\u3002<\/td>\n<td>\u96e3\u6613\u5ea6\u306e\u9ad8\u3044\u7cbe\u5bc6\u30d4\u30c3\u30ad\u30f3\u30b0\u304a\u3088\u3073\u30c0\u30a4\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u306e\u6838\u5fc3\u6280\u8853\u3092\u638c\u63e1\u3057\u3066\u3044\u308b\u3002<\/td>\n<\/tr>\n<tr>\n<td><strong>\u5747\u8c6a (GPM)<\/strong><\/td>\n<td>\u30b7\u30b9\u30c6\u30e0\u5316\u691c\u67fb\u3068\u81ea\u52d5\u642c\u9001<\/td>\n<td>\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3051\u308bAOI\u304a\u3088\u3073\u9ad8\u7cbe\u5bc6\u81ea\u52d5\u5316\u30a6\u30a8\u30cf\u642c\u9001\u30b7\u30b9\u30c6\u30e0\u3092\u63d0\u4f9b\u3002G2C\u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\uff08\u5747\u8c6a\u3001\u5747\u83ef\u3001\u5fd7\u8056\uff09\u306e\u30b0\u30eb\u30fc\u30d7\u6226\u306e\u5f37\u307f\u3092\u6d3b\u304b\u3057\u3001\u30e9\u30a4\u30f3\u4e00\u62ec\u306e\u5927\u578b\u6848\u4ef6\u3092\u7372\u5f97\u3002<\/td>\n<td>TSMC\u5de5\u5834\u306e\u30b9\u30de\u30fc\u30c8\u81ea\u52d5\u5316\u30b7\u30b9\u30c6\u30e0\u306b\u5168\u9762\u7684\u306b\u53c2\u5165\u3002<\/td>\n<\/tr>\n<tr>\n<td><strong>\u81f4\u8302 (Chroma)<\/strong><\/td>\n<td>\u30cf\u30a4\u30a8\u30f3\u30c9\u30b7\u30b9\u30c6\u30e0\u30ec\u30d9\u30eb\u30c6\u30b9\u30c8\uff08SLT\uff09\u3068\u71b1\u7279\u6027\u30c6\u30b9\u30c8<\/td>\n<td>CoWoS\u304a\u3088\u3073\u6b21\u4e16\u4ee3CoPoS\u65b9\u5f62\u30d1\u30cd\u30eb\u9ad8\u5bc6\u5ea6\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306b\u6c42\u3081\u3089\u308c\u308b\u30cf\u30a4\u30a8\u30f3\u30c9\u96fb\u6c17\u7279\u6027\u304a\u3088\u3073\u52d5\u7684\u71b1\u62b5\u6297\u30c6\u30b9\u30c8\u30b7\u30b9\u30c6\u30e0\u3092\u63d0\u4f9b\u3057\u3001\u9ad8\u30ef\u30c3\u30c8\u6570\u30c1\u30c3\u30d7\u306e\u51fa\u8377\u30c6\u30b9\u30c8\u57fa\u6e96\u3092\u6e80\u305f\u3059\u3002<\/td>\n<td>AI\u30c1\u30c3\u30d7\u306e\u30cf\u30a4\u30a8\u30f3\u30c9\u30c6\u30b9\u30c8\u96e3\u5ea6\u306e\u4e0a\u6607\u306b\u4f34\u3046\u5358\u4fa1\u4e0a\u6607\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3002<\/td>\n<\/tr>\n<tr>\n<td><strong>\u5370\u80fd\u79d1\u6280 (Innoox)<\/strong><\/td>\n<td>\u52a0\u5727\u8131\u6ce1\u3068\u53cd\u308a\u5909\u5f62\u5236\u5fa1<\/td>\n<td>\u7279\u6b8a\u306a\u9ad8\u5727\u8131\u6ce1\u88c5\u7f6e\uff08Vacuum Baking \/ Pressure Oven\uff09\u3092\u63d0\u4f9b\u3057\u3001\u96e3\u6613\u5ea6\u306e\u9ad8\u30443D\u7a4d\u5c64\u3084\u5927\u9762\u7a4dCoPoS\u6709\u6a5f\/\u30ac\u30e9\u30b9\u30d1\u30cd\u30eb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306b\u304a\u3044\u3066\u5fae\u5c0f\u306a\u30dc\u30a4\u30c9\u3084\u6c17\u6ce1\u306e\u6392\u9664\u3092\u5236\u5fa1\u3059\u308b\u3002<\/td>\n<td>3D\u7a4d\u5c64\u306e\u53cd\u308a\u5909\u5f62\u5236\u5fa1\u3068\u6b69\u7559\u307e\u308a\u5411\u4e0a\u306e\u89e3\u6c7a\u306b\u304a\u3051\u308b\u96a0\u308c\u305f\u529f\u52b4\u8005\u3002<\/td>\n<\/tr>\n<tr>\n<td><strong>\u74b0\u7403\u6676 (GlobalWafers)<\/strong><\/td>\n<td>CoPoS\u5c02\u7528\u65b9\u5f62\u30b7\u30ea\u30b3\u30f3\u30a6\u30a8\u30cf\u6750\u6599<\/td>\n<td>CoPoS\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u5fc5\u8981\u306a\u65b9\u5f62\u30b7\u30ea\u30b3\u30f3\u30a6\u30a8\u30cf\u652f\u6301\u30ad\u30e3\u30ea\u30a2\u3092\u7a4d\u6975\u7684\u306b\u958b\u767a\u4e2d\u3067\u3042\u308a\u30012026\u5e74\u7b2c4\u56db\u534a\u671f\u304b\u3089\u5c11\u91cf\u51fa\u8377\u3092\u958b\u59cb\u3059\u308b\u4e88\u5b9a\u3002<\/td>\n<td>TSMC\u306e\u540c\u7b49\u8a8d\u8a3c\u3092\u53d6\u5f97\u3057\u3066\u3044\u308b3\u793e\u76ee\u306e\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u306f\u307e\u3060\u5b58\u5728\u3057\u306a\u3044\u3002<\/td>\n<\/tr>\n<tr>\n<td><strong>\u5408\u6676 (Sino-American Silicon)<\/strong><\/td>\n<td>CoPoS\u5c02\u7528\u65b9\u5f62\u30b7\u30ea\u30b3\u30f3\u30a6\u30a8\u30cf\u6750\u6599<\/td>\n<td>310mm x 310mm\u306e\u65b9\u5f62\u30b7\u30ea\u30b3\u30f3\u30a6\u30a8\u30cf\u3092\u7a4d\u6975\u7684\u306b\u958b\u767a\u3057\u3001\u30c1\u30c3\u30d7\u7d44\u307f\u7acb\u3066\u6642\u306b\u5e73\u5766\u5ea6\u304c\u6975\u3081\u3066\u512a\u308c\u305f\u4f4e\u71b1\u5909\u5f62\u652f\u6301\u57fa\u677f\u3092\u63d0\u4f9b\u3002\u4e8c\u6797\u65b0\u5de5\u5834\u7a3c\u50cd\u5f8c\u306b\u672c\u683c\u7684\u306b\u51fa\u8377\u62e1\u5927\u4e88\u5b9a\u3002<\/td>\n<td>\u8a2d\u5099\u30e1\u30fc\u30ab\u30fc\u3068\u5354\u529b\u3057\u3066\u3001\u65b9\u5f62\u30b7\u30ea\u30b3\u30f3\u30a6\u30a8\u30cf\u306e\u7814\u524a\u6280\u8853\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u6253\u7834\u3057\u3066\u3044\u308b\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong><em>\u8868<\/em><em>3. TSMC CoWoS \/ SoIC<\/em><em>\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u304a\u3088\u3073\u6b21\u4e16\u4ee3<\/em><em>CoPoS<\/em><em>\u6280\u8853\u306b\u304a\u3051\u308b\u53f0\u6e7e\u30ed\u30fc\u30ab\u30eb\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u4e3b\u8981\u53d7\u76ca\u30ea\u30b9\u30c8\uff1b\u60c5\u5831\u6e90\uff1a\u5404\u793e\u767a\u8868\u3001\u5317\u7c73\u667a\u6a29\u5831<\/em><em> \/ <\/em><em>\u674e\u6dd1\u84ee \u6574\u7406\u4f5c\u6210<\/em><\/strong><\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E5%85%88%E9%80%B2%E3%83%91%E3%83%83%E3%82%B1%E3%83%BC%E3%82%B8%E3%83%B3%E3%82%B0%E3%81%AE%E3%82%B0%E3%83%AD%E3%83%BC%E3%83%90%E3%83%AB%E3%81%AA%E7%AB%B6%E4%BA%89%E3%81%A8%E5%A4%9A%E5%9B%BD%E7%B1%8D%E5%B1%95%E9%96%8B\"><\/span><strong>\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u7af6\u4e89\u3068\u591a\u56fd\u7c4d\u5c55\u958b<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u6ce8\u76ee\u3059\u3079\u304d\u306f\u3001\u5730\u653f\u5b66\u7684\u30ea\u30b9\u30af\u306e\u4e0d\u78ba\u5b9f\u6027\u3068\u5404\u56fd\u306b\u304a\u3051\u308b\u534a\u5c0e\u4f53\u88fd\u9020\u30ed\u30fc\u30ab\u30e9\u30a4\u30ba\uff08\u73fe\u5730\u5316\uff09\u306e\u7fa9\u52d9\u5316\u8981\u8acb\u306b\u76f4\u9762\u3057\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u5927\u624b\u306e\u6d77\u5916\u9032\u51fa\u6226\u7565\u304c\u5358\u306a\u308b\u300c\u30a6\u30a8\u30cf\u88fd\u9020\u300d\u304b\u3089\u300c\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u300d\u3078\u3068\u5ef6\u4f38\u3057\u3066\u3044\u308b\u70b9\u3067\u3059\u3002<\/p>\n<p>TSMC\u306e\u7c73\u56fd\u30a2\u30ea\u30be\u30ca\u5dde\u306b\u304a\u3051\u308b\u62e1\u5f35\u8a08\u753b\u306f\u3001\u5f53\u521d\u767a\u8868\u3055\u308c\u305f\u8907\u6570\u30d5\u30a7\u30fc\u30ba\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30e9\u30a4\u30f3\u306b\u52a0\u3048\u3001\u6b63\u5f0f\u306b8\u3064\u306e\u30a6\u30a8\u30cf\u88fd\u9020\u5de5\u5834\u30684\u3064\u306e\u30cf\u30a4\u30a8\u30f3\u30c9\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5de5\u5834\u3092\u542b\u3080\u5de8\u5927\u306a\u62e0\u70b9\u3078\u3068\u62e1\u5927\u3055\u308c\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u73fe\u5730\u306e\u7c73\u56fd\u30c6\u30c3\u30af\u5927\u624b\uff08Apple\u3001NVIDIA\u3001Microsoft\u3001Amazon\u306a\u3069\uff09\u306b\u5bfe\u3057\u3001\u30ef\u30f3\u30b9\u30c8\u30c3\u30d7\u306e\u524d\u5de5\u7a0b\u30fb\u5f8c\u5de5\u7a0b\u73fe\u5730\u751f\u7523\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u76ee\u7684\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u540c\u6642\u306b\u3001\u30a4\u30f3\u30c6\u30eb\u3082\u7c73\u56fd\u306e\u30cb\u30e5\u30fc\u30e1\u30ad\u30b7\u30b3\u5dde\u3001\u30de\u30ec\u30fc\u30b7\u30a2\u306e\u30b1\u30c0\uff08Kulim\uff09\u304a\u3088\u3073\u30da\u30ca\u30f3\u306b\u30cf\u30a4\u30a8\u30f3\u30c9\u306eEMIB\u304a\u3088\u3073Foveros 3D\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u751f\u7523\u30e9\u30a4\u30f3\u3092\u69cb\u7bc9\u3057\u3066\u304a\u308a\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u5316\u3057\u305f\u5f8c\u5de5\u7a0b\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u62e0\u70b9\u3092\u5229\u7528\u3057\u3066\u3001TSMC\u306e\u751f\u7523\u80fd\u529b\u72ec\u5360\u306b\u5bfe\u6297\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u65b0\u8208\u56fd\u3084\u65b0\u8208\u5730\u57df\u3082\u3001\u3053\u306e\u7af6\u4e89\u306b\u304a\u3044\u3066\u5e03\u77f3\u3092\u52a0\u901f\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u65e5\u672c\u306eRapidus\uff08\u30e9\u30d4\u30c0\u30b9\uff09\u306f2026\u5e74\u306b1.4\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u524d\u5de5\u7a0b\u30d7\u30ed\u30bb\u30b9\u306e\u7814\u7a76\u958b\u767a\u3092\u5168\u9762\u7684\u306b\u8d77\u52d5\u3057\u3001\u540c\u6642\u306b\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u4ed8\u5e2f\u8a08\u753b\u3082\u9032\u3081\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u4e00\u65b9\u3001\u30b5\u30e0\u30b9\u30f3\u306f\u6b69\u7559\u307e\u308a\u306e\u6539\u5584\u306b\u304a\u3044\u3066\u91cd\u5927\u306a\u7a81\u7834\u53e3\u3092\u958b\u304d\u30012\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u524d\u5de5\u7a0b\u306e\u6b69\u7559\u307e\u308a\u304c\u534a\u5e74\u4ee5\u5185\u306b3\u500d\u306b\u6025\u4e0a\u6607\u3057\u306660%\u3092\u7a81\u7834\u3057\u305f\u3053\u3068\u3067\u3001\u305d\u306e\u5f8c\u306e2.5D I-Cube\u304a\u3088\u30733D\u7a4d\u5c64\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u767a\u5c55\u306b\u5411\u3051\u305f\u5805\u5b9f\u306a\u88fd\u9020\u57fa\u76e4\u3092\u7bc9\u304d\u307e\u3057\u305f\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E7%B7%8F%E6%8B%AC%E3%81%A8%E9%95%B7%E6%9C%9F%E7%9A%84%E7%99%BA%E5%B1%95%E3%83%88%E3%83%AC%E3%83%B3%E3%83%89\"><\/span><strong>\u7dcf\u62ec\u3068\u9577\u671f\u7684\u767a\u5c55\u30c8\u30ec\u30f3\u30c9<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u534a\u5c0e\u4f53\u7570\u8cea\u7d71\u5408\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u6280\u8853\u3001\u5e02\u5834\u3001\u304a\u3088\u3073\u7279\u8a31\u51fa\u9858\u306b\u304a\u3051\u308b\u6700\u65b0\u306e\u52d5\u5411\u8ffd\u8de1\u304b\u3089\u3001\u7b46\u8005\u306f\u4ee5\u4e0b\u306e3\u3064\u306e\u9577\u671f\u767a\u5c55\u30c8\u30ec\u30f3\u30c9\u3092\u5c0e\u304d\u51fa\u3057\u307e\u3057\u305f\u3002<\/p>\n<ol>\n<li><strong>\u300c\u4e38\u304b\u3089\u56db\u89d2\u300d\u306e\u5149\u96fb\u7d71\u5408\u65b0\u6642\u4ee3\u306e\u5230\u6765\u304c\u6280\u8853\u7684\u30c8\u30ec\u30f3\u30c9\u3067\u3042\u308b\u3002<\/strong> TSMC\u306eSoIC\u3092\u306f\u3058\u3081\u3068\u3059\u308b3D\u5782\u76f4\u7a4d\u5c64\u306f\u3001\u4eca\u5f8c\u6570\u5e74\u3067\u8fc5\u901f\u306b1.6\u4e07\u679a\u304b\u30897.8\u4e07\u679a\u3078\u3068\u62e1\u5927\u3057\u30012028\u5e74\u4ee5\u964d\u306e\u8d85\u5927\u578b\u30c1\u30c3\u30d7\u306f\u6b63\u5f0f\u306b\u30ac\u30e9\u30b9\u30b3\u30a2\u57fa\u677f\uff08GCS\uff09\u304a\u3088\u3073TGV\u3092\u6280\u8853\u306e\u6838\u5fc3\u3068\u3059\u308bCoPoS\u30d1\u30cd\u30eb\u30ec\u30d9\u30eb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306e\u6642\u4ee3\u306b\u7a81\u5165\u3057\u307e\u3059\u3002\u540c\u6642\u306b\u3001CPO\u6280\u8853\u306fAI\u6f14\u7b97\u80fd\u529b\u306e\u4ea4\u63db\u5e2f\u57df\u5e45\u306e\u7206\u767a\u306b\u4f34\u3044\u3001\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4e0a\u3067\u5b9f\u8cea\u7684\u306a\u5546\u696d\u91cf\u7523\u3092\u9054\u6210\u3057\u3001\u9285\u76f8\u4e92\u63a5\u7d9a\u304b\u3089\u5149\u76f8\u4e92\u63a5\u7d9a\u3078\u306e\u9769\u547d\u7684\u306a\u8df3\u8e8d\u3092\u727d\u5f15\u3057\u307e\u3059\u3002<\/li>\n<li><strong>\u5e02\u5834\u5074\u306f\u4f9d\u7136\u3068\u3057\u3066\u6bd4\u8f03\u7684\u9577\u3044\u30b5\u30a4\u30af\u30eb\u306e\u751f\u7523\u80fd\u529b\u304a\u3088\u3073\u91cd\u8981\u6750\u6599\u306e\u9700\u7d66\u4e0d\u5747\u8861\u72b6\u614b\u306b\u7f6e\u304b\u308c\u3001\u8ee2\u63db\u70b9\u306f<\/strong><strong>2027<\/strong><strong>\u5e74\u5f8c\u534a\u306b\u306a\u3063\u3066\u3088\u3046\u3084\u304f\u8a2a\u308c\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u3002<\/strong> NVIDIA\u3084AMD\u306a\u3069\u306e\u5de8\u982d\u304c\u9ad8\u4fa1\u683c\u3067\u6700\u592763%\u306b\u9054\u3059\u308b\u30cf\u30a4\u30a8\u30f3\u30c9\u751f\u7523\u80fd\u529b\u3092\u78ba\u4fdd\u3059\u308b\u5236\u9650\u4e0b\u3067\u3001\u30a4\u30f3\u30c6\u30eb\u3084ASE\u306a\u3069\u306e\u4e8c\u756a\u624b\u306e\u30cf\u30a4\u30a8\u30f3\u30c9\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30c1\u30e3\u30cd\u30eb\u306f\u3001\u30aa\u30fc\u30d0\u30fc\u30d5\u30ed\u30fc\uff08\u6ea2\u308c\u51fa\u305f\uff09\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u3092\u53d6\u308a\u8fbc\u3080\u3079\u304f\u7a4d\u6975\u7684\u306b\u5897\u7523\u3092\u9032\u3081\u3066\u304a\u308a\u3001\u4e2d\u56fd\u5927\u9678\u306eOSAT\u696d\u8005\u3082HBM\u73fe\u5730\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u901a\u3058\u3066\u56fd\u7523\u81ea\u4e3b\u5316\u653f\u7b56\u306e\u6069\u6075\u3092\u53d7\u3051\u3001\u9ad8\u3044\u6210\u9577\u7a7a\u9593\u3092\u5f97\u3066\u3044\u307e\u3059\u3002<\/li>\n<li><strong>\u7279\u8a31\u8a34\u8a1f\u3068\u77e5\u7684\u8ca1\u7523\u6a29\u30e9\u30a4\u30bb\u30f3\u30b9\u306f\u3001\u53d7\u52d5\u7684\u306a\u9632\u5fa1\u304b\u3089\u3001\u7523\u696d\u306e\u5229\u76ca\u914d\u5206\u3084\u5e02\u5834\u53c2\u5165\u3092\u4e3b\u5c0e\u3059\u308b\u6226\u7565\u7684\u6b66\u5668\u3078\u3068\u9032\u5316\u3057\u3066\u3044\u308b\u3002<\/strong> Adeia\u3001TSMC\u3001\u30b5\u30e0\u30b9\u30f3\u3001\u30a4\u30f3\u30c6\u30eb\u306b\u4ee3\u8868\u3055\u308c\u308b\u7279\u8a31\u5927\u624b\u4f01\u696d\u306f\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u3001CPO\u3001\u304a\u3088\u3073\u30ac\u30e9\u30b9\u57fa\u677f\u306a\u3069\u306e\u4e3b\u8981\u306a\u7d30\u5206\u5206\u91ce\u306b\u304a\u3044\u3066\u3001\u7279\u8a31\u4fdd\u8b77\u7db2\u3092\u3055\u3089\u306b\u5f15\u304d\u7de0\u3081\u7d9a\u3051\u308b\u3067\u3057\u3087\u3046\u3002\u30c1\u30c3\u30d7\u8a2d\u8a08\u4f1a\u793e\u306f\u3001\u6975\u9650\u306e\u6f14\u7b97\u6027\u80fd\u3092\u8ffd\u6c42\u3059\u308b\u969b\u3001\u5e0c\u5c11\u306a\u5f8c\u5de5\u7a0b\u751f\u7523\u80fd\u529b\u3092\u7a4d\u6975\u7684\u306b\u78ba\u4fdd\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u5168\u9762\u7684\u306aFTO\uff08\u81ea\u7531\u904b\u55b6\uff09\u7279\u8a31\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4f53\u7cfb\u3092\u69cb\u7bc9\u3057\u3001\u6570\u5104\u30c9\u30eb\u306b\u4e0a\u308b\u7279\u8a31\u8a34\u8a1f\u306b\u9665\u308b\u3053\u3068\u3092\u907f\u3051\u308b\u3053\u3068\u3067\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u9577\u671f\u7684\u306a\u5b89\u5168\u3068\u5f37\u976d\u6027\u3092\u78ba\u4fdd\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002<\/li>\n<\/ol>\n<p><strong><em>\u7de8\u96c6\u90e8\u304b\u3089\u306e\u6ce8\u8a18\uff1a\u672c\u6587\u306e\u539f\u6587\u306f\u4e2d\u56fd\u8a9e\u3067\u3042\u308a\u3001Google Gemini AI\u306b\u3088\u3063\u3066\u7ffb\u8a33\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u7ffb\u8a33\u3068\u539f\u6587\u306b\u76f8\u9055\u304c\u3042\u308b\u5834\u5408\u306f\u3001\u539f\u6587\u3092\u512a\u5148\u3059\u308b\u3082\u306e\u3068\u3057\u307e\u3059\u3002\u539f\u6587\u306f\u3053\u3061\u3089\uff1a<a href=\"https:\/\/naipnews.naipo.com\/68309\/\" target=\"_blank\" rel=\"noopener\">\u6469\u723e\u5b9a\u5f8b\u7d42\u6975\u89e3\u6cd5\uff01\u5f9e\u300c\u5316\u5713\u70ba\u65b9\u300d\u5230\u73bb\u7483\u57fa\u677f\uff0c\u7570\u8cea\u6574\u5408\u5148\u9032\u5c01\u88dd\u5982\u4f55\u5f15\u7206\u6676\u7247\u65b0\u6230\u5c40<\/a><\/em><\/strong><\/p>\n<pre id=\"tw-target-text\" class=\"tw-data-text tw-text-large tw-ta\" dir=\"ltr\" tabindex=\"-1\" role=\"text\" data-placeholder=\"\u7ffb\u8b6f\" data-ved=\"2ahUKEwimreiSsdmVAxVEmq8BHTbNGR0Q3ewLegQIDBAV\" aria-label=\"\u8b6f\u6587\uff1a\u53c2\u8003\u6587\u732e\uff1a\"><span style=\"color: #0000ff;\"><strong><span class=\"Y2IQFc\" lang=\"ja\">\u53c2\u8003\u6587\u732e\uff1a<\/span><\/strong><\/span><\/pre>\n<ol>\n<li><a href=\"https:\/\/blog.fugle.tw\/post\/soic-industry-analysis-2\">2026 \u5e74\u5148\u9032\u5c01\u88dd\u7522\u696d\u6df1\u5ea6\u5831\u544a\uff1a\u53f0\u7a4d\u96fbSoIC \u5f15\u9818\u5168\u65b0\u4e16\u4ee33D \u5148\u9032\u5c01\u88dd\uff0c\u958b\u555f\u65b0\u4e00\u6ce2\u7b97\u529b\u9769\u547d<\/a>\uff1b\u5bcc\u679c\u6295\u7814\uff0c\u6700\u5f8c\u66f4\u65b0\u65e5\uff1a06.21<\/li>\n<li><a href=\"https:\/\/www.semi.org\/zh\/semicon_taiwan_2025_advanced_packaging\">AI \u8207 HPC \u7b49\u9ad8\u6548\u80fd\u61c9\u7528\u63a8\u52d5\u5c01\u88dd\u6280\u8853\u5347\u6eab\u30003DIC\u3001FOPLP\u3001Chiplet \u7b49\u570b\u969b\u8ad6\u58c7\u5099\u53d7\u95dc\u6ce8<\/a>\uff1bSEMI Taiwan\uff0c2025-07-03<\/li>\n<li><a href=\"https:\/\/www.semi.org\/zh\/semicon_taiwan_2025_advanced_packaging\">\u5148\u9032\u5c01\u88dd\u6280\u8853\u5d1b\u8d77 SEMICON Taiwan 2025 \u5f15\u9818\u5168\u7403\u5354\u4f5c\u958b\u555f\u7cfb\u7d71\u7d1a\u5275\u65b0<\/a>\uff1bSEMI Taiwan\uff0c2025-07-03<\/li>\n<li><a href=\"https:\/\/blog.wistock.ai\/practical-cases-experience-sharing\/foplp-advanced-packaging-concept-stocks-investment\/\">FOPLP \u662f\u4ec0\u9ebc\uff1f\u5148\u9032\u5c01\u88dd\u65b0\u4e16\u4ee3\u6982\u5ff5\u80a1\u9f8d\u982d\u6574\u7406\u8207\u6295\u8cc7\u8a55\u4f30\u6846\u67b6\uff082026\uff09<\/a>\uff1bWistock\uff0c2026\/05\/24<\/li>\n<li><a href=\"https:\/\/www.knowmade.com\/technology-news\/semiconductor-news\/semiconductor-packaging-news\/advanced-semiconductor-packaging-leading-patent-owners-and-new-entrants\/\">Advanced semiconductor packaging: leading patent owners and new entrants<\/a>\uff1bKnowMade\uff0cLast Virewed\uff1a2026\/07\/14<\/li>\n<li><a href=\"https:\/\/www.mirrormedia.mg\/external\/setn_1868687\">\u53f0\u7a4d\u96fb\u6cd5\u8aaa\u6703\u524d\u5915\u3000FOPLP\u5c01\u88dd10\u6a94<\/a>\uff1b\u93e1\u9031\u520a\uff0c07.08<\/li>\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=jVyqNxoZ5pw\">\u773a\u671b2026\u7cfb\u5217\uff5c\u9762\u677f\u7d1a\u5c01\u88dd\u767c\u5c55\u8207\u61c9\u7528\u8da8\u52e2-\u912d\u7dc1\u73b2 J1<\/a>\uff1bIEK\u7522\u696d\u60c5\u5831\u7db2\uff0cLast Virewed\uff1a2026\/07\/14<\/li>\n<li><a href=\"https:\/\/hao.cnyes.com\/post\/257901\">\u53f0\u7a4d\u96fb\u4e00\u4ee3CoPoS\u904e\u6e21\u54c1\u6216\u6709\u6a5fRDL\/\u5de8\u578b\u77fd\u7247\uff0c\u4e8c\u4ee3\u5fc5\u6bba\u8a08\u4e00\u5b9a\u662f\u73bb\u7483\u57fa\u677f\uff01\u7559\u7d66\u53f0\u7a4d\u96fb\u7684\u6642\u9593\u4e0d\u591a\u4e86<\/a>\uff1b\u9245\u4ea8\u865f\uff0c2026\/07\/07<\/li>\n<li><a href=\"https:\/\/smart.businessweekly.com.tw\/Reading\/IndepArticle.aspx?id=6022138\">\u53f0\u7a4d\u96fb\u5e03\u5c40CoPoS\uff0c\u300c3\u53f0\u5ee0\u300d\u6436\u5148\u5361\u4f4d\uff0cCoWoS\u64f4\u7522\u3001CoPoS\u9577\u7dda\u5546\u6a5f\u901a\u5403<\/a>\uff1bSmart\u81ea\u5b78\u7db2\uff0c2026-05-29<\/li>\n<li><a href=\"https:\/\/www.yolegroup.com\/product\/quarterly-monitor\/advanced-packaging-market-monitor\/\">Advanced packaging rose 3% in Q4 2025; Q1 2026 dips on seasonality, but AI and HPC demand keep the full-year outlook strong<\/a>.\uff1bcom\uff0cApr 2026<\/li>\n<li><a href=\"https:\/\/www.yolegroup.com\/product\/report\/panel-level-packaging-2026\/\">PLP market set to grow more than 40% CAGR to 2031, driven by UHD FO\/2.5D for AI, HPC, and chiplet architectures<\/a>.\uff1bcom\uff0cMAR 2026<\/li>\n<li><a href=\"https:\/\/www.grandviewresearch.com\/industry-analysis\/advanced-packaging-market-report\">Advanced Packaging Market (2026 \u2013 2033)<\/a>\uff1bGrand View Research\uff0cLast Virewed\uff1a2026\/07\/14<\/li>\n<li><a href=\"https:\/\/hao.cnyes.com\/post\/249444\">\u53f0\u7a4d\u96fb\u518d\u5ea6\u4e0a\u8abf2026~2027\u7684 CoWos \u7522\u80fd\u76ee\u6a19<\/a>\uff1b\u9245\u4ea8\u865f\uff0c2026\/05\/27<\/li>\n<li><a href=\"https:\/\/iknow.stpi.niar.org.tw\/post\/Read.aspx?PostID=17767\">Yole\uff1a5G\u5c01\u88dd\u5e02\u58342026\u5e74\u905426\u5104\u7f8e\u5143 \u5f9eRF\u6a21\u7d44\u5230AiP10<\/a>\uff1b\u79d1\u6280\u7522\u696d\u8cc7\u8a0a\u5ba4\uff0c2021\u5e745\u67084\u65e5<\/li>\n<li><a href=\"http:\/\/www.iccsz.com\/site\/cn\/News\/2026\/07\/08\/20260708023548472426.htm\">Yole\uff1a\u516d\u5e74\u8dc3\u81f31120\u4ebf\u7f8e\u5143 AI\u91cd\u5851\u5149\u6a21\u5757\u5e02\u573a<\/a>\uff1b\u8a0a\u77f3\u5149\u901a\u8a0a\u7db2\uff0c2026\/7\/8<\/li>\n<li><a href=\"https:\/\/www.globenewswire.com\/news-release\/2026\/02\/19\/3241254\/28124\/en\/co-packaged-optics-optical-interconnects-patent-landscape-analysis-report-2026-1-300-patent-families-analyzed-since-2020-with-global-filing-trends-leading-assignees-and-ip-newcomer.html\">Co-Packaged Optics &amp; Optical Interconnects Patent Landscape Analysis Report 2026: 1,300 Patent Families Analyzed Since 2020 with Global Filing Trends, Leading Assignees and IP Newcomers Identified<\/a>\uff1bGlobeNewswire\uff0cFebruary 19, 2026<\/li>\n<li><a href=\"https:\/\/patentworld.vercel.app\/chapters\/semiconductors\/\">Chapter 33\uff1aSemiconductors\uff0cThe silicon foundation of modern technology<\/a>\uff1bPatentWorld\uff1bLast Virewed\uff1a2026\/07\/14<\/li>\n<li><a href=\"https:\/\/www.bitget.com\/zh-TC\/stock\/nasdaq-adea\/what-is\">\u611b\u8fea\u4e9e (Adeia) \u80a1\u7968\u662f\u4ec0\u9ebc\uff1f<\/a>\uff1bBitget\uff0cLast Virewed\uff1a2026\/07\/14<\/li>\n<li><a href=\"https:\/\/en.eeworld.com.cn\/news\/manufacture\/eic718872.html\">How TSMC is reshaping thermal management for 2.5D\/3D advanced packaging in the HPC and AI era<\/a>\uff1bEEWORLD \uff0c2026-03-17<\/li>\n<li><a href=\"https:\/\/www.pocket.tw\/school\/report\/SCHOOL\/6990\/\">\u3010\u53f0\u7a4d\u96fb\u6cd5\u8aaa\u6703\u30112026\u8cc7\u672c\u652f\u51fa\u885d\u4e0a560\u5104\u7f8e\u5143\uff0c\u6709\u54ea\u4e9b\u6982\u5ff5\u80a1\u6703\u53d7\u60e0\uff1f<\/a>\uff1b\u53e3\u888b\u8b49\u5238\uff0c2026\/01\/15<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u674e\u6dd1\u84ee \u2571 \u5317\u7f8e\u667a\u6a29\u30cb\u30e5\u30fc\u30b9\u7de8\u96c6\u90e8 \u30e0\u30fc\u30a2\u306e\u6cd5\u5247\uff08Moore&#8217;s Law\uff09\u304c\u7269\u7406\u7684\u30b9\u30b1\u30fc\u30eb\u306e\u5fae\u7d30\u5316\u3068\u7d4c\u6e08\u7684\u52b9\u7387\u6027\u306e\u4e21\u9762\u3067\u4e8c\u91cd\u306e\u9650\u754c\u306b\u76f4\u9762\u3059\u308b\u4e2d\u3001\u5f93\u6765\u306e\u5358\u4e00\u30c1\u30c3\u30d7\uff08\u30e2\u30ce\u30ea\u30b7\u30c3\u30af\uff09\u8a2d\u8a08\u30d1\u30bf\u30fc\u30f3\u306e\u307f\u3067\u306f\u3001\u6f14\u7b97\u6027\u80fd\u306e [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":45687,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2839],"tags":[],"author_name1":[3003],"class_list":{"0":"post-68497","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-2839","8":"author_name1-3003"},"_links":{"self":[{"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/posts\/68497","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/comments?post=68497"}],"version-history":[{"count":2,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/posts\/68497\/revisions"}],"predecessor-version":[{"id":68499,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/posts\/68497\/revisions\/68499"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/media\/45687"}],"wp:attachment":[{"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/media?parent=68497"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/categories?post=68497"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/tags?post=68497"},{"taxonomy":"author_name1","embeddable":true,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/author_name1?post=68497"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}