{"id":1937,"date":"2026-04-30T14:31:52","date_gmt":"2026-04-30T06:31:52","guid":{"rendered":"https:\/\/jeez-semicon.com\/?p=1937"},"modified":"2026-04-30T15:01:51","modified_gmt":"2026-04-30T07:01:51","slug":"cmp-materials-market-trends-outlook-2025-2030","status":"publish","type":"post","link":"https:\/\/jeez-semicon.com\/ja\/blog\/cmp-materials-market-trends-outlook-2025-2030\/","title":{"rendered":"CMP\u6750\u6599\u5e02\u5834\uff1a\u52d5\u5411\u3068\u5c55\u671b 2025-2030"},"content":{"rendered":"<!-- JEEZ | Cluster 7: CMP Materials Market: Trends & Outlook 2025\u20132030 -->\n<style>\n.jz*,.jz *::before,.jz *::after{box-sizing:border-box;margin:0;padding:0}\n.jz{font-family:'Segoe UI',Arial,sans-serif;font-size:16px;line-height:1.8;color:#1a1a2e;max-width:900px;margin:0 auto}\n.jz-hero{background:linear-gradient(135deg,#0f2544 0%,#1a4a8a 55%,#0e7c86 100%);border-radius:12px;padding:56px 44px;margin-bottom:44px;position:relative;overflow:hidden}\n.jz-hero::before{content:'';position:absolute;top:-60px;right:-60px;width:260px;height:260px;border-radius:50%;background:rgba(255,255,255,.05)}\n.jz-hero-label{display:inline-block;background:rgba(255,255,255,.15);color:#a8d8ea;font-size:12px;font-weight:600;letter-spacing:.12em;text-transform:uppercase;padding:5px 14px;border-radius:20px;margin-bottom:18px}\n.jz-hero h1{font-size:2.2em;font-weight:800;color:#fff;line-height:1.25;margin-bottom:16px;position:relative;z-index:1}\n.jz-hero p{font-size:1.02em;color:#c8dff0;max-width:640px;position:relative;z-index:1}\n.jz-hero-meta{margin-top:24px;display:flex;gap:20px;flex-wrap:wrap;position:relative;z-index:1}\n.jz-hero-meta span{font-size:13px;color:#a8c8e8}\n.jz-toc{background:#f0f6ff;border-left:4px solid #1a4a8a;border-radius:0 10px 10px 0;padding:26px 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p:last-child{margin-bottom:0}\n.jz-stats{display:grid;grid-template-columns:repeat(auto-fit,minmax(170px,1fr));gap:14px;margin:28px 0}\n.jz-stat{background:#fff;border:1px solid #dce8f8;border-radius:10px;padding:20px;text-align:center;box-shadow:0 2px 8px rgba(26,74,138,.06)}\n.jz-stat .n{font-size:1.9em;font-weight:800;color:#1a4a8a;line-height:1.1}\n.jz-stat .l{font-size:.8em;color:#556;margin-top:5px;line-height:1.4}\n.jz-grid2{display:grid;grid-template-columns:1fr 1fr;gap:18px;margin:26px 0}\n@media(max-width:640px){.jz-grid2{grid-template-columns:1fr}}\n.jz-card{background:#fff;border:1px solid #dce8f8;border-radius:10px;padding:20px;box-shadow:0 2px 8px rgba(26,74,138,.05)}\n.jz-card h4{margin-top:0}\n.jz-card ul{padding-left:16px}\n.jz-card li{font-size:.91em;color:#334;margin-bottom:5px}\n.jz-table-wrap{overflow-x:auto;margin:26px 0}\n.jz-table{width:100%;border-collapse:collapse;font-size:.91em}\n.jz-table thead tr{background:linear-gradient(90deg,#0f2544,#1a4a8a);color:#fff}\n.jz-table th{padding:12px 14px;text-align:left;font-weight:600;white-space:nowrap}\n.jz-table td{padding:10px 14px;border-bottom:1px solid #e4edf8;color:#334;vertical-align:top}\n.jz-table tbody tr:nth-child(even){background:#f5f9ff}\n.jz-table tbody tr:hover{background:#ebf3ff}\n.jz-fact{border-left:4px solid #0e7c86;padding:14px 20px;background:#f0fffe;border-radius:0 8px 8px 0;margin:22px 0;font-size:1em;color:#0f3a3a;font-style:italic}\n.jz-fact strong{font-style:normal;color:#064444}\n.jz-trend-card{background:#fff;border-left:4px solid #1a4a8a;border-radius:0 10px 10px 0;padding:18px 22px;margin:16px 0;box-shadow:0 2px 8px rgba(26,74,138,.05)}\n.jz-trend-card h4{margin-top:0;color:#0f2544}\n.jz-trend-card p{margin-bottom:0;font-size:.93em}\n.jz-risk-card{background:#fff;border-left:4px solid #c04040;border-radius:0 10px 10px 0;padding:18px 22px;margin:16px 0;box-shadow:0 2px 8px rgba(180,40,40,.05)}\n.jz-risk-card h4{margin-top:0;color:#8a1010}\n.jz-risk-card p{margin-bottom:0;font-size:.93em}\n.jz-cta{background:linear-gradient(135deg,#0f2544 0%,#1a4a8a 60%,#0e7c86 100%);border-radius:12px;padding:44px 36px;text-align:center;margin:56px 0 36px;position:relative;overflow:hidden}\n.jz-cta h2{font-size:1.6em;color:#fff;border:none;margin:0 0 12px;position:relative;z-index:1}\n.jz-cta p{color:#c8dff0;margin-bottom:24px;position:relative;z-index:1}\n.jz-btn{display:inline-block;background:#fff;color:#0f2544;font-weight:700;font-size:.93em;padding:12px 30px;border-radius:50px;text-decoration:none;transition:all .25s;position:relative;z-index:1;box-shadow:0 4px 14px rgba(0,0,0,.18)}\n.jz-btn:hover{background:#a8d8ea;color:#0f2544;transform:translateY(-1px)}\n.jz-btn-sec{display:inline-block;background:rgba(255,255,255,.12);color:#e8f4ff;font-weight:600;font-size:.88em;padding:10px 24px;border-radius:50px;text-decoration:none;transition:all .25s;position:relative;z-index:1;border:1px solid rgba(255,255,255,.3);margin-left:12px}\n.jz-btn-sec:hover{background:rgba(255,255,255,.22);color:#fff}\n.jz-tags{display:flex;flex-wrap:wrap;gap:7px;margin:20px 0}\n.jz-tag{background:#e8f2ff;color:#1a4a8a;font-size:.77em;font-weight:600;padding:4px 11px;border-radius:20px;border:1px solid #c0d8f5}\n.jz-divider{border:none;border-top:1px solid #e0ebff;margin:38px 0}\n.jz-pillar-link{display:inline-flex;align-items:center;gap:8px;background:#e8f2ff;border:1px solid #b8d5f5;border-radius:8px;padding:10px 18px;text-decoration:none;color:#1a4a8a;font-size:.9em;font-weight:600;margin:10px 0 24px;transition:all .2s}\n.jz-pillar-link:hover{background:#d0e8ff;border-color:#1a4a8a}\n<\/style>\n\n<div class=\"jz\">\n<div class=\"jz-hero\">\n  <div class=\"jz-hero-label\">JEEZ \u30de\u30fc\u30b1\u30c3\u30c8\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30b9 - CMP\u696d\u754c<\/div>\n  <p>\u4e16\u754c\u306eCMP\u6d88\u8017\u54c1\u306e\u9700\u8981\u4fc3\u9032\u8981\u56e0\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u306e\u6210\u9577\u4e88\u6e2c\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5909\u9769\u3001\u5730\u653f\u5b66\u7684\u30ea\u30b9\u30af\u30012030\u5e74\u307e\u3067\u306e\u696d\u754c\u3092\u5b9a\u7fa9\u3059\u308b\u6280\u8853\u30b7\u30d5\u30c8\u3092\u7db2\u7f85\u3057\u305f\u5305\u62ec\u7684\u306a\u5e02\u5834\u5206\u6790\u3002.<\/p>\n  <div class=\"jz-hero-meta\">\n    <span>2026\u5e744\u6708\u66f4\u65b0<\/span>\n    <span>\u8aad\u66f8\u6642\u9593\uff1a\uff5e20\u5206<\/span>\n    <span>\u270d\ufe0f JEEZ\u30c6\u30af\u30cb\u30ab\u30eb\u7de8\u96c6\u90e8<\/span>\n  <\/div>\n<\/div>\n\n<a class=\"jz-pillar-link\" href=\"https:\/\/jeez-semicon.com\/ja\/blog\/What-Are-CMP-Materials-Complete-Guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">\u2190 CMP\u30de\u30c6\u30ea\u30a2\u30eb\u306b\u623b\u308b\uff1a\u5b8c\u5168\u30ac\u30a4\u30c9<\/a>\n\n<nav class=\"jz-toc\" aria-label=\"\u76ee\u6b21\">\n  <div class=\"jz-toc-title\">\u76ee\u6b21<\/div>\n  <ol>\n    <li><a href=\"#mkt-size\">\u5e02\u5834\u898f\u6a21\u3068\u904e\u53bb\u306e\u6210\u9577<\/a><\/li>\n    <li><a href=\"#drivers\">2025-2030\u5e74\u306e\u4e3b\u8981\u9700\u8981\u30c9\u30e9\u30a4\u30d0\u30fc<\/a><\/li>\n    <li><a href=\"#segments\">\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u6210\u9577\u5206\u6790<\/a><\/li>\n    <li><a href=\"#ai-hbm\">AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u3068HBM\uff1a\u5f53\u9762\u306e\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u306e\u4e3b\u6d41\u3068\u306a\u308b<\/a><\/li>\n    <li><a href=\"#advanced-logic\">\u30a2\u30c9\u30d0\u30f3\u30b9\u30c9\u30fb\u30ed\u30b8\u30c3\u30af\u30fb\u30ce\u30fc\u30c9\u30fb\u30e9\u30f3\u30d7<\/a><\/li>\n    <li><a href=\"#memory\">\u30e1\u30e2\u30ea\u30bb\u30b0\u30e1\u30f3\u30c8DRAM\u3068NAND\u306e\u52d5\u5411<\/a><\/li>\n    <li><a href=\"#power\">\u30d1\u30ef\u30fc\u3001RF\u3001\u8eca\u8f09\u7528\u534a\u5c0e\u4f53<\/a><\/li>\n    <li><a href=\"#supply-chain\">\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5909\u9769\u3068\u5730\u653f\u5b66<\/a><\/li>\n    <li><a href=\"#ceria-risk\">\u30bb\u30ea\u30a2\u306e\u4f9b\u7d66\u30ea\u30b9\u30af\uff1a\u7279\u6b8a\u306a\u30b1\u30fc\u30b9<\/a><\/li>\n    <li><a href=\"#innovation\">\u65b0\u305f\u306a\u6d88\u8017\u54c1\u30ab\u30c6\u30b4\u30ea\u30fc\u3092\u727d\u5f15\u3059\u308b\u6280\u8853\u9769\u65b0<\/a><\/li>\n    <li><a href=\"#forecast\">\u5e02\u5834\u4e88\u6e2c\u30b5\u30de\u30ea\u30fc 2026-2030<\/a><\/li>\n    <li><a href=\"#faq\">\u3088\u304f\u3042\u308b\u3054\u8cea\u554f<\/a><\/li>\n  <\/ol>\n<\/nav>\n\n<section id=\"mkt-size\">\n  <h2>1.\u5e02\u5834\u898f\u6a21\u3068\u904e\u53bb\u306e\u6210\u9577<\/h2>\n  <p>\u4e16\u754c\u306eCMP\u6d88\u8017\u54c1\u5e02\u5834\uff08CMP\u30b9\u30e9\u30ea\u30fc\u3001\u7422\u78e8\u30d1\u30c3\u30c9\u3001\u30d1\u30c3\u30c9\u30b3\u30f3\u30c7\u30a3\u30b7\u30e7\u30ca\u3092\u542b\u3080\uff09\u306f\u30012018\u5e74\u306e\u7d04$42\u5104\u30c9\u30eb\u304b\u30892026\u5e74\u306b\u306f\u63a8\u5b9a$92\u5104\u30c9\u30eb\u306b\u6210\u9577\u3057\u3001\u3053\u306e\u9593\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\u306f\u7d0410%\u3067\u3042\u308b\u3002\u3053\u306e\u6210\u9577\u306f\u3001\u540c\u671f\u9593\u306b\u304a\u3051\u308b\u534a\u5c0e\u4f53\u8a2d\u5099\u6295\u8cc7\u5168\u4f53\u3092\u5927\u304d\u304f\u4e0a\u56de\u3063\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u3001\u30c7\u30d0\u30a4\u30b9\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u304c\u30d7\u30ec\u30fc\u30ca\u30fc\u304b\u30893D\u306b\u79fb\u884c\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u5148\u7aef\u30ce\u30fc\u30c9\u30d7\u30ed\u30bb\u30b9\u30d5\u30ed\u30fc\u306eCMP\u5f37\u5ea6\u304c\u9ad8\u307e\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u53cd\u6620\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n  <div class=\"jz-stats\">\n    <div class=\"jz-stat\"><div class=\"n\">$9.2B<\/div><div class=\"l\">CMP\u6d88\u8017\u54c1\u306e\u4e16\u754c\u5e02\u5834\u898f\u6a21\u4e88\u6e2c\u30012026\u5e74<\/div><\/div>\n    <div class=\"jz-stat\"><div class=\"n\">~$14B<\/div><div class=\"l\">2030\u5e74\u306e\u5e02\u5834\u898f\u6a21\u4e88\u6e2c\uff08JEEZ\u63a8\u5b9a\u3001\u5e74\u5e73\u5747\u6210\u9577\u7387\uff5e8%\uff09<\/div><\/div>\n    <div class=\"jz-stat\"><div class=\"n\">~60%<\/div><div class=\"l\">CMP\u6d88\u8017\u54c1\u5e02\u5834\u5168\u4f53\u306b\u5360\u3081\u308b\u30b9\u30e9\u30ea\u30fc\u306e\u30b7\u30a7\u30a2<\/div><\/div>\n    <div class=\"jz-stat\"><div class=\"n\">~30%<\/div><div class=\"l\">\u30dd\u30ea\u30c3\u30b7\u30f3\u30b0\u30d1\u30c3\u30c9\u306e\u30b7\u30a7\u30a2<\/div><\/div>\n  <\/div>\n\n  <p>\u534a\u5c0e\u4f53\u7523\u696d\u304c\u5e83\u7bc4\u306a\u5728\u5eab\u8abf\u6574\u30b5\u30a4\u30af\u30eb\u306b\u5165\u308a\u3001\u7279\u306b\u30e1\u30e2\u30ea\u30fc\u5de5\u5834\u306e\u7a3c\u50cd\u7387\u304c\u4f4e\u4e0b\u3057\u305f\u305f\u3081\u3001\u5e02\u5834\u306f2023\u5e74\u306b\u5faa\u74b0\u7684\u306a\u8abf\u6574\u3092\u7d4c\u9a13\u3057\u305f\u30022024\u5e74\u4ee5\u964d\u306e\u56de\u5fa9\u306f\u6025\u6fc0\u3067\u3001\u6210\u719f\u30ce\u30fc\u30c9\u3068\u30e1\u30e2\u30ea\u5e02\u5834\u304c\u6b63\u5e38\u5316\u3059\u308b\u9593\u306b\u3082\u3001AI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u306b\u3088\u3063\u3066\u6700\u5148\u7aef\u30ed\u30b8\u30c3\u30af\u5de5\u5834\u306f\u30d5\u30eb\u7a3c\u50cd\u306b\u8fd1\u3044\u7a3c\u50cd\u7387\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u3002.<\/p>\n<\/section>\n\n<hr class=\"jz-divider\"\/>\n\n<section id=\"drivers\">\n  <h2>2.2025-2030\u5e74\u306e\u4e3b\u8981\u9700\u8981\u30c9\u30e9\u30a4\u30d0\u30fc<\/h2>\n\n  <div class=\"jz-trend-card\">\n    <h4>AI\u3068\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30a4\u30f3\u30d5\u30e9 \ud83e\udd16 AI\u3068\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30a4\u30f3\u30d5\u30e9<\/h4>\n    <p>\u5927\u898f\u6a21\u306a\u8a00\u8a9e\u30e2\u30c7\u30eb\u3001\u30de\u30eb\u30c1\u30e2\u30fc\u30c0\u30ebAI\u30b7\u30b9\u30c6\u30e0\u3001\u304a\u3088\u3073AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u5411\u3051\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u304a\u3088\u3073\u63a8\u8ad6\u9700\u8981\u306b\u3088\u308a\u3001\u6700\u5148\u7aef\u306eGPU\u304a\u3088\u3073\u30ab\u30b9\u30bf\u30e0ASIC\u30d5\u30a1\u30d6\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3078\u306e\u6295\u8cc7\u304c\u304b\u3064\u3066\u306a\u3044\u307b\u3069\u9032\u3093\u3067\u3044\u307e\u3059\u3002H100\/B200\u30af\u30e9\u30b9\u306e\u5404GPU\u30c0\u30a4\u306f\u3001\u518d\u914d\u7dda\u5c64\uff08RDL\uff09\u5f62\u6210\u3068TSV\u5e73\u5766\u5316\u306e\u305f\u3081\u306e\u5e83\u7bc4\u306aCMP\u5de5\u7a0b\u3092\u4f34\u3046\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3092\u5fc5\u8981\u3068\u3059\u308b\u3002AI\u306f\u30012025\uff5e2028\u5e74\u306b\u304a\u3051\u308bCMP\u6d88\u8017\u54c1\u306e\u552f\u4e00\u6700\u5927\u306e\u9700\u8981\u5897\u52a0\u8981\u56e0\u3067\u3042\u308b\u3002.<\/p>\n  <\/div>\n\n  <div class=\"jz-trend-card\">\n    <h4>\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30683D-IC<\/h4>\n    <p>CoWoS\u3001SoIC\u3001Foveros\u3001\u304a\u3088\u3073\u3053\u308c\u3089\u306b\u76f8\u5f53\u3059\u308b\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\u306f\u3001\u30b7\u30ea\u30b3\u30f3\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u3084\u30a6\u30a7\u30fc\u30cf\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u3092\u901a\u3058\u3066\u8907\u6570\u306e\u30c0\u30a4\u3092\u7d71\u5408\u3057\u3001\u305d\u308c\u305e\u308c\u306b\u8907\u6570\u306eCMP\u5de5\u7a0b\u3092\u5fc5\u8981\u3068\u3057\u307e\u3059\u3002AI\u30c1\u30c3\u30d7\u306f\u3001\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u30fc\u306e\u5fae\u7d30\u5316\u3067\u306f\u306a\u304f\uff08\u3042\u308b\u3044\u306f\u305d\u308c\u306b\u52a0\u3048\u3066\uff09\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u306b\u3088\u3063\u3066\u5fae\u7d30\u5316\u304c\u9032\u3080\u305f\u3081\u3001\u6700\u7d42\u88fd\u54c1\u30c1\u30c3\u30d7\u3042\u305f\u308a\u306eCMP\u5de5\u7a0b\u6570\u306f\u6025\u901f\u306b\u5897\u52a0\u3057\u307e\u3059\u3002\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0CMP\u3060\u3051\u3067\u3082\u30012029\u5e74\u307e\u3067\u306b$4\u5104\uff5e6\u5104\u306e\u30b5\u30d6\u30de\u30fc\u30b1\u30c3\u30c8\u306b\u306a\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u308b\u3002.<\/p>\n  <\/div>\n\n  <div class=\"jz-trend-card\">\n    <h4>\ud83d\udcbe HBM\u30e1\u30e2\u30ea\u62e1\u5f35<\/h4>\n    <p>\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff08HBM3E\u3001HBM4\uff09\u306e\u88fd\u9020\u306b\u306f\u3001\u5404\u30e1\u30e2\u30ea\u30fb\u30c0\u30a4\u5c64\u3054\u3068\u306b\u5e83\u7bc4\u306aCMP\u3092\u4f34\u3046\u30a6\u30a7\u30fc\u30cf\u30ec\u30d9\u30eb\u306e\u7a4d\u5c64\u304c\u5fc5\u8981\u3067\u3059\u3002\u8907\u6570\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u6e2c\u306b\u3088\u308b\u3068\u3001HBM\u5e02\u5834\u306f2027\u5e74\u307e\u3067\u5e74\u9593\u7d0440\uff5e50%\u3067\u6210\u9577\u3057\u3001AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306e\u9700\u8981\u306b\u5168\u9762\u7684\u306b\u727d\u5f15\u3055\u308c\u308b\u3002SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3001\u30b5\u30e0\u30b9\u30f3\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306f\u3044\u305a\u308c\u3082HBM\u306e\u751f\u7523\u80fd\u529b\u3092\u7a4d\u6975\u7684\u306b\u62e1\u5927\u3057\u3066\u304a\u308a\u3001\u5404\u30e1\u30e2\u30ea\u5de5\u5834\u306b\u304a\u3051\u308bCMP\u30b9\u30e9\u30ea\u30fc\u3068\u30d1\u30c3\u30c9\u306e\u6d88\u8cbb\u306b\u76f4\u63a5\u7684\u306a\u5f71\u97ff\u3092\u53ca\u307c\u3057\u3066\u3044\u308b\u3002.<\/p>\n  <\/div>\n\n  <div class=\"jz-trend-card\">\n    <h4>\u30d1\u30ef\u30fc\u534a\u5c0e\u4f53\u3068EV<\/h4>\n    <p>\u96fb\u6c17\u81ea\u52d5\u8eca\u306e\u666e\u53ca\u306b\u3088\u308a\u3001\u70ad\u5316\u30b1\u30a4\u7d20\uff08SiC\uff09\u30d1\u30ef\u30fc\u30c7\u30d0\u30a4\u30b9\u306e\u9700\u8981\u304c\u9ad8\u307e\u3063\u3066\u304a\u308a\u3001\u57fa\u677f\u3084\u30a8\u30d4\u5c64\u306e\u5e73\u5766\u5316\u306b\u306f\u7279\u6b8a\u306aCMP\u30b9\u30e9\u30ea\u30fc\u304c\u5fc5\u8981\u3068\u306a\u308b\u3002\u4e16\u754c\u306eSiC\u30d1\u30ef\u30fc\u30c7\u30d0\u30a4\u30b9\u5e02\u5834\u306f\u30012024\u5e74\u306e\u7d04$3\u5104\u30c9\u30eb\u304b\u30892030\u5e74\u306b\u306f$100\u5104\u30c9\u30eb\u8d85\u306b\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3001CMP\u6d88\u8017\u54c1\u306e\u9700\u8981\u3082\u305d\u308c\u306b\u6bd4\u4f8b\u3057\u3066\u62e1\u5927\u3059\u308b\u3002\u3053\u306e\u5206\u91ce\u3067\u306f\u4e3b\u306b\u30a2\u30eb\u30df\u30ca\u3068\u30b3\u30ed\u30a4\u30c0\u30eb\u30b7\u30ea\u30ab\u306e\u7814\u78e8\u6750\u304c\u4f7f\u7528\u3055\u308c\u3001200mm SiC\u30a6\u30a7\u30fc\u30cf\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u6295\u8cc7\u306b\u3088\u308b\u6069\u6075\u3092\u53d7\u3051\u3066\u3044\u308b\u3002.<\/p>\n  <\/div>\n\n  <div class=\"jz-trend-card\">\n    <h4>\ud83c\udf10 \u5730\u7406\u7684\u30d5\u30a1\u30d6\u306e\u62e1\u5927<\/h4>\n    <p>CHIPS\u6cd5\uff08\u7c73\u56fd\uff09\u3001\u6b27\u5ddeChips\u6cd5\u3001\u304a\u3088\u3073\u305d\u308c\u306b\u76f8\u5f53\u3059\u308b\u5404\u56fd\u306e\u534a\u5c0e\u4f53\u6295\u8cc7\u30d7\u30ed\u30b0\u30e9\u30e0\u306f\u3001\u7c73\u56fd\uff08TSMC\u30a2\u30ea\u30be\u30ca\u3001\u30b5\u30e0\u30b9\u30f3\u30c6\u30ad\u30b5\u30b9\u3001\u30a4\u30f3\u30c6\u30eb\u30aa\u30cf\u30a4\u30aa\uff09\u3001\u6b27\u5dde\uff08TSMC\u30c9\u30ec\u30b9\u30c7\u30f3\u3001\u30a4\u30f3\u30c6\u30eb\u30de\u30b0\u30c7\u30d6\u30eb\u30b0\uff09\u3001\u304a\u3088\u3073\u65e5\u672c\uff08\u30e9\u30d4\u30b9\u5317\u6d77\u9053\u3001TSMC\u718a\u672c\uff09\u306e\u5927\u898f\u6a21\u306a\u65b0\u5de5\u5834\u5efa\u8a2d\u306b\u8cc7\u91d1\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002\u5404\u65b0\u8a2d300mm\u5de5\u5834\u306f\u3001\u30d5\u30eb\u7a3c\u50cd\u6642\u306b\u5e74\u9593$5\uff5e1\u51045,000\u4e07\u30c9\u30eb\u306eCMP\u6d88\u8017\u54c1\u9700\u8981\u306e\u5897\u52a0\u3092\u610f\u5473\u3057\u3001\u5f93\u6765\u306e\u53f0\u6e7e\u3001\u97d3\u56fd\u3001\u65e5\u672c\u306e\u5de5\u5834\u306e\u4e2d\u5fc3\u5730\u4ee5\u5916\u306b\u6709\u610f\u7fa9\u306a\u65b0\u5e02\u5834\u3092\u5275\u51fa\u3059\u308b\u3002.<\/p>\n  <\/div>\n<\/section>\n\n<hr class=\"jz-divider\"\/>\n\n<section id=\"segments\">\n  <h2>3.\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u6210\u9577\u5206\u6790<\/h2>\n  <div class=\"jz-table-wrap\">\n    <table class=\"jz-table\">\n      <thead>\n        <tr><th>\u30bb\u30b0\u30e1\u30f3\u30c8<\/th><th>2024 \u5e02\u5834\u898f\u6a21\uff08\u63a8\u5b9a\uff09<\/th><th>2030\u5e74\u4e88\u60f3\uff08\u63a8\u5b9a\uff09<\/th><th>CAGR<\/th><th>\u4e3b\u306a\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc<\/th><\/tr>\n      <\/thead>\n      <tbody>\n        <tr><td><strong>CMP\u30b9\u30e9\u30ea\u30fc - \u9178\u5316\u7269\/STI<\/strong><\/td><td>$1.8B<\/td><td>$2.6B<\/td><td>~6%<\/td><td>\u5148\u9032\u30ce\u30fc\u30c9\u306e\u30b9\u30c6\u30c3\u30d7\u6570\u5897\u52a0\u3001GAA STI\u306e\u8907\u96d1\u3055<\/td><\/tr>\n        <tr><td><strong>CMP\u30b9\u30e9\u30ea\u30fc - \u9285\/\u30d0\u30ea\u30a2\u30fc<\/strong><\/td><td>$1.6B<\/td><td>$2.8B<\/td><td>~10%<\/td><td>\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0BEOL\u306e\u62e1\u5f35; HBM Cu CMP<\/td><\/tr>\n        <tr><td><strong>CMP\u30b9\u30e9\u30ea\u30fc - \u30bf\u30f3\u30b0\u30b9\u30c6\u30f3<\/strong><\/td><td>$0.7B<\/td><td>$0.8B<\/td><td>~3%<\/td><td>\u6210\u719f\u3057\u305f\u30ce\u30fc\u30c9\uff08\u7de9\u3084\u304b\u306a\u6210\u9577\uff09\uff1b\u524d\u7e01\u3067W\u304cCo\/Ru\u306b\u53d6\u3063\u3066\u4ee3\u308f\u3089\u308c\u308b<\/td><\/tr>\n        <tr><td><strong>CMP\u30b9\u30e9\u30ea\u30fc - \u30b3\u30d0\u30eb\u30c8\/\u30eb\u30c6\u30cb\u30a6\u30e0\/\u30e2\u30ea\u30d6\u30c7\u30f3 (\u65b0\u91d1\u5c5e)<\/strong><\/td><td>$0.2B<\/td><td>$1.0B<\/td><td>~30%<\/td><td>\u6700\u3082\u6025\u6210\u9577\u3057\u3066\u3044\u308b\u30bb\u30b0\u30e1\u30f3\u30c8\uff1b\u5148\u9032\u30ed\u30b8\u30c3\u30af\u30fb\u30e1\u30bf\u30eb\u9077\u79fb\u304c\u727d\u5f15<\/td><\/tr>\n        <tr><td><strong>CMP\u30dd\u30ea\u30c3\u30b7\u30f3\u30b0\u30fb\u30d1\u30c3\u30c9<\/strong><\/td><td>$2.2B<\/td><td>$3.4B<\/td><td>~7%<\/td><td>\u30b9\u30c6\u30c3\u30d7\u6570\u306e\u5897\u52a0\u3001\u9ad8\u5ea6\u306a\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30fb\u30d1\u30c3\u30c9\u306e\u9700\u8981<\/td><\/tr>\n        <tr><td><strong>\u30d1\u30c3\u30c9\u30fb\u30b3\u30f3\u30c7\u30a3\u30b7\u30e7\u30ca\u30fc<\/strong><\/td><td>$0.8B<\/td><td>$1.1B<\/td><td>~5%<\/td><td>\u30d1\u30c3\u30c9\u5e02\u5834\u306b\u6bd4\u4f8b\u3001CVD\u30c0\u30a4\u30e4\u30e2\u30f3\u30c9\u30c7\u30a3\u30b9\u30af\u306e\u30d7\u30ec\u30df\u30a2\u30e0\u6210\u9577<\/td><\/tr>\n        <tr><td><strong>SiC\/\u5316\u5408\u7269\u534a\u5c0e\u4f53<\/strong><\/td><td>$0.3B<\/td><td>$0.9B<\/td><td>~20%<\/td><td>EV\u30d1\u30ef\u30fc\u30c7\u30d0\u30a4\u30b9\u306e\u62e1\u5927\u3001SiC 200mm\u3078\u306e\u79fb\u884c<\/td><\/tr>\n      <\/tbody>\n    <\/table>\n  <\/div>\n<\/section>\n\n<hr class=\"jz-divider\"\/>\n\n<section id=\"ai-hbm\">\n  <h2>4.AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u3068HBM\uff1a\u5f53\u9762\u306e\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u306e\u4e3b\u5f79<\/h2>\n  <p>2023\u5e74\u306b\u672c\u683c\u5316\u3057\u305fAI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u30b5\u30a4\u30af\u30eb\u306f\u3001\u5927\u898f\u6a21\u306a\u8a00\u8a9e\u30e2\u30c7\u30eb\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3068\u5c55\u958b\u306e\u6025\u901f\u306a\u30b9\u30b1\u30fc\u30ea\u30f3\u30b0\u306b\u727d\u5f15\u3055\u308c\u3001CMP\u6d88\u8017\u54c1\u5e02\u5834\u306b\u3001\u30a6\u30a7\u30fc\u30cf\u30b9\u30bf\u30fc\u30c8\u5168\u4f53\u306b\u5360\u3081\u308b\u5272\u5408\u306b\u6bd4\u3057\u3066\u4e0d\u91e3\u308a\u5408\u3044\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u308b\u3002\u3053\u306e\u4e0d\u5747\u8861\u306f\u3001AI\u30c1\u30c3\u30d7\u3068\u305d\u308c\u3089\u304c\u5fc5\u8981\u3068\u3059\u308bHBM\u30e1\u30e2\u30ea\u304c\u3001\u3069\u306e\u30d5\u30a1\u30d6\u3067\u3082\u88fd\u9020\u3055\u308c\u308b\u6700\u3082CMP\u96c6\u7d04\u7684\u306a\u88fd\u54c1\u306e\u3072\u3068\u3064\u3067\u3042\u308b\u3053\u3068\u304b\u3089\u751f\u3058\u3066\u3044\u308b\u3002.<\/p>\n\n  <h3>AI\u30c1\u30c3\u30d7\u306f\u306a\u305cCMP\u96c6\u7d04\u578b\u306a\u306e\u304b<\/h3>\n  <ul>\n    <li>\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30af\u30e9\u30b9GPU\uff08NVIDIA H100\u3001H200\u3001B200\uff1bAMD MI300X\uff09\u306f\u3001TSMC\u306eN4\u304a\u3088\u3073N3\u30ce\u30fc\u30c9\u3067\u88fd\u9020\u3055\u308c\u3001\u305d\u308c\u305e\u308c\u30a6\u30a7\u30cf\u30fc\u5f53\u305f\u308a50\u4ee5\u4e0a\u306eCMP\u5de5\u7a0b\u3092\u5fc5\u8981\u3068\u3059\u308b\u3002<\/li>\n    <li>\u5404GPU\u306fCoWoS\u30b7\u30ea\u30b3\u30f3\u30a4\u30f3\u30bf\u30fc\u30dd\u30fc\u30b6\u30fc\u306b\u30d1\u30c3\u30b1\u30fc\u30b8\u3055\u308c\u3001RDL\u3068\u30d0\u30f3\u30d7\u306e\u5e73\u5766\u5316\u306e\u305f\u3081\u306b5\uff5e10\u6bb5\u968e\u306eCMP\u5de5\u7a0b\u304c\u8ffd\u52a0\u3055\u308c\u308b\u3002<\/li>\n    <li>\u5404GPU\u30c0\u30a4\u3068\u30da\u30a2\u30ea\u30f3\u30b0\u3055\u308c\u305fHBM3E\u30b9\u30bf\u30c3\u30af\u306b\u306f\u30018\uff5e12\u500b\u306e\u30e1\u30e2\u30ea\u30fb\u30c0\u30a4\u5c64\u3054\u3068\u306b\u30a6\u30a7\u30fc\u30cf\u8584\u7247\u5316CMP\u3068\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u63a5\u5408\u8868\u9762\u51e6\u7406CMP\u304c\u5fc5\u8981<\/li>\n    <li>\u30ab\u30b9\u30bf\u30e0AI ASIC\uff08Google TPU\u3001Amazon Trainium\u3001Microsoft Maia\uff09\u306f\u3001\u540c\u7b49\u306e\u6700\u5148\u7aef\u30ce\u30fc\u30c9\u3067\u540c\u69d8\u306e\u30d7\u30ed\u30bb\u30b9\u30d5\u30ed\u30fc\u306b\u5f93\u3063\u3066\u3044\u308b\u3002<\/li>\n  <\/ul>\n\n  <div class=\"jz-fact\">\n    <strong>\u30de\u30fc\u30b1\u30c3\u30c8\u30a4\u30f3\u30d1\u30af\u30c8\u306e\u8a08\u7b97\uff1a<\/strong> \u5358\u4e00\u306eNVIDIA B200\u30b7\u30b9\u30c6\u30e0\u30e2\u30b8\u30e5\u30fc\u30eb\uff08\u8907\u6570\u306eGPU\u30c0\u30a4\u3068HBM\u30b9\u30bf\u30c3\u30af\u3092\u542b\u3080\uff09\u306f\u3001\u305d\u308c\u304c\u542b\u3080\u3059\u3079\u3066\u306e\u534a\u5c0e\u4f53\u30c0\u30a4\u306b\u308f\u305f\u3063\u3066\u5408\u8a08300\u301c400\u306eCMP\u30a6\u30a7\u30fc\u30cf\u30d1\u30b9\u3092\u5fc5\u8981\u3068\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u3001AI\u9700\u8981\u306b\u3088\u3063\u3066\u751f\u307f\u51fa\u3055\u308c\u308b\u5e74\u9593$40B\u8d85\u306eGPU\u534a\u5c0e\u4f53\u53ce\u76ca\u306f\u3001\u6700\u7d42\u88fd\u54c1\u53ce\u76ca1\u30c9\u30eb\u5f53\u305f\u308a\u3001\u3088\u308a\u5e83\u7bc4\u306a\u30c1\u30c3\u30d7\u5e02\u5834\u5e73\u5747\u3088\u308a\u30825\uff5e8\u500d\u96c6\u7d04\u7684\u306aCMP\u6d88\u8017\u54c1\u9700\u8981\u3092\u751f\u307f\u51fa\u3059\u3002.\n  <\/div>\n<\/section>\n\n<hr class=\"jz-divider\"\/>\n\n<section id=\"advanced-logic\">\n  <h2>5.\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30ed\u30b8\u30c3\u30af\u30fb\u30ce\u30fc\u30c9\u30fb\u30e9\u30f3\u30d7<\/h2>\n  <p>TSMC N3\u304a\u3088\u3073N2\uff08GAA\uff09\u3001\u30b5\u30e0\u30b9\u30f33GAE\u304a\u3088\u3073SF2\u3001\u30a4\u30f3\u30c6\u30eb18A\u304a\u3088\u307314A\u306e\u7acb\u3061\u4e0a\u304c\u308a\u306f\u3001\u73fe\u5728\u306e\u4f9b\u7d66\u57fa\u76e4\u306e\u5927\u534a\u304c\u6e80\u305f\u3059\u3053\u3068\u306e\u3067\u304d\u306a\u3044\u6027\u80fd\u4ed5\u69d8\u3092\u6301\u3064\u5148\u7aef\u30ce\u30fc\u30c9CMP\u6d88\u8017\u54c1\u306b\u5bfe\u3059\u308b\u6301\u7d9a\u7684\u306a\u9700\u8981\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u6027\u80fd\u30ae\u30e3\u30c3\u30d7\u304c\u3001\u8a8d\u5b9a\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u3002\u5404\u65b0\u30ce\u30fc\u30c9\u3067\u8a8d\u5b9a\u3092\u53d7\u3051\u305f\uff08\u307e\u305f\u306f\u73fe\u5728\u53d7\u3051\u3066\u3044\u308b\uff09\u30b9\u30e9\u30ea\u30fc\u304a\u3088\u3073\u30d1\u30c3\u30c9\u88fd\u54c1\u306f\u3054\u304f\u5c11\u6570\u3067\u3042\u308b\u305f\u3081\u3001\u7af6\u4e89\u529b\u304c\u5236\u9650\u3055\u308c\u3001\u6280\u8853\u529b\u306e\u3042\u308b\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u4fa1\u683c\u6c7a\u5b9a\u529b\u304c\u7dad\u6301\u3055\u308c\u3066\u3044\u308b\u3002.<\/p>\n  <p>GAA\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u306e\u79fb\u884c\u306f\u3001FinFET\u30d5\u30ed\u30fc\u306b\u306f\u5b58\u5728\u3057\u306a\u3044\u5168\u304f\u65b0\u3057\u3044CMP\u30b9\u30c6\u30c3\u30d7\uff08\u30ca\u30ce\u30b7\u30fc\u30c8\u306e\u9732\u51fa\u3001\u30a4\u30f3\u30ca\u30fc\u30b9\u30da\u30fc\u30b5\u30fcCMP\uff09\u3092\u5c0e\u5165\u3057\u3001\u307e\u3060\u5546\u696d\u7684\u306b\u6210\u719f\u3057\u3066\u3044\u306a\u3044\u65b0\u3057\u3044\u91d1\u5c5e\u5316\u5b66\u7269\u8cea\uff08Ru\u3001Mo\uff09\u3092\u5fc5\u8981\u3068\u3059\u308b\u305f\u3081\u3001CMP\u6d88\u8017\u54c1\u306b\u3068\u3063\u3066\u7279\u306b\u91cd\u8981\u3067\u3042\u308b\u3002\u3053\u306e\u305f\u3081\u3001\u6700\u5148\u7aef\u5e02\u5834\u3078\u306e\u53c2\u5165\u3092\u76ee\u6307\u3059\u6d88\u8017\u54c1\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u3068\u3063\u3066\u306f\u3001\u6570\u5e74\u306b\u308f\u305f\u308b\u7814\u7a76\u958b\u767a\u3068\u8a8d\u5b9a\u30b5\u30a4\u30af\u30eb\u304c\u5fc5\u8981\u3068\u306a\u308b\u3002.<\/p>\n<\/section>\n\n<hr class=\"jz-divider\"\/>\n\n<section id=\"memory\">\n  <h2>6.\u30e1\u30e2\u30ea\u30bb\u30b0\u30e1\u30f3\u30c8\uff1aDRAM\u3068NAND\u306e\u52d5\u5411<\/h2>\n  <p>\u30e1\u30e2\u30ea\u30bb\u30b0\u30e1\u30f3\u30c8\uff08DRAM\u30683D NAND\uff09\u306f\u3001CMP\u6d88\u8017\u54c1\u7dcf\u6d88\u8cbb\u91cf\u306e\u7d0435%\u3092\u5360\u3081\u308b\u3002\u3053\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u6210\u9577\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306f\u3001\u30ed\u30b8\u30c3\u30af\u3068\u306f\u7570\u306a\u308a\u307e\u3059\u3002\u30e1\u30e2\u30eaCMP\u306f\u3001\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30ed\u30b8\u30c3\u30af\u3088\u308a\u3082\u30a6\u30a7\u30fc\u30cf1\u679a\u5f53\u305f\u308a\u306e\u30b9\u30c6\u30c3\u30d7\u6570\u304c\u3084\u3084\u5c11\u306a\u3044\u3082\u306e\u306e\u3001\uff08\u30c7\u30fc\u30bf\u30b9\u30c8\u30ec\u30fc\u30b8\u968e\u5c64\u5168\u4f53\u306b\u304a\u3051\u308bAI\u95a2\u9023\u306e\u9700\u8981\u5897\u52a0\u306b\u3088\u308a\uff09\u30e1\u30e2\u30ea\u30a6\u30a7\u30fc\u30cf\u306e\u30b9\u30bf\u30fc\u30c8\u91cf\u304c\u975e\u5e38\u306b\u591a\u3044\u305f\u3081\u3001\u7d76\u5bfe\u9700\u8981\u304c\u975e\u5e38\u306b\u5927\u304d\u304f\u306a\u308a\u307e\u3059\u3002.<\/p>\n  <p>3D NAND\u306e\u5c64\u6570\u306f\u5897\u52a0\u306e\u4e00\u9014\u3092\u305f\u3069\u3063\u3066\u304a\u308a\uff082026\u5e74\u306b\u306f280\u5c64\u4ee5\u4e0a\u30012028\u5e74\u306b\u306f400\u5c64\u4ee5\u4e0a\u304c\u76ee\u6a19\uff09\u3001\u5c64\u6570\u304c\u5897\u52a0\u3059\u308b\u3054\u3068\u306b\u3001\u30ef\u30fc\u30c9\u30e9\u30a4\u30f3\u5e73\u5766\u5316\u30b9\u30c6\u30c3\u30d7\u306eCMP\u9700\u8981\u304c\u5897\u52a0\u3059\u308b\u3002\u3064\u307e\u308a\u3001200\u5c64\u304b\u3089300\u5c64\u3078\u306e\u79fb\u884c\u3067\u306f\u3001\u30a6\u30a7\u30fc\u30cf1\u679a\u5f53\u305f\u308a6\uff5e9\u30b9\u30c6\u30c3\u30d7\u306eCMP\u30b9\u30c6\u30c3\u30d7\u304c\u8ffd\u52a0\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u308b\u3002.<\/p>\n  <p>DRAM \u306f\u3001\u30b5\u30e0\u30b9\u30f3\u3001SK \u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3001\u30de\u30a4\u30af\u30ed\u30f3\u3067 EUV \u5bfe\u5fdc\u306e\u5fae\u7d30\u5316\u304c\u7d9a\u3044\u3066\u304a\u308a\u3001\u5404\u65b0\u4e16\u4ee3\u3067\u306f\u3001\u57cb \u3081\u8fbc\u307f\u30ef\u30fc\u30c9\u30e9\u30a4\u30f3\u3001\u30ad\u30e3\u30d1\u30b7\u30bf\u3001BEOL \u30e1\u30bf\u30eb\u306e\u5e73\u5766\u5316\u306b\u5bfe\u3059\u308b CMP \u8981\u4ef6\u304c\u53b3\u3057\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002DRAM\u306b\u304a\u3051\u308bGAA\u985e\u4f3c\u306e\u57cb\u3081\u8fbc\u307f\u30b2\u30fc\u30c8\u69cb\u9020\u3078\u306e\u79fb\u884c\u306f\u3001\u30ed\u30b8\u30c3\u30af\u3068\u540c\u69d8\u306e\u30b3\u30d0\u30eb\u30c8\u304a\u3088\u3073\u4ee3\u66ff\u91d1\u5c5e\u306eCMP\u8981\u4ef6\u3082\u5c0e\u5165\u3057\u307e\u3059\u3002.<\/p>\n<\/section>\n\n<hr class=\"jz-divider\"\/>\n\n<section id=\"power\">\n  <h2>7.\u30d1\u30ef\u30fc\u534a\u5c0e\u4f53\u3001RF\u534a\u5c0e\u4f53\u3001\u8eca\u8f09\u534a\u5c0e\u4f53<\/h2>\n  <p>\u6700\u5148\u7aef\u306e\u30ed\u30b8\u30c3\u30af\u3068\u30e1\u30e2\u30ea\u30fc\u5206\u91ce\u4ee5\u5916\u3067\u306f\u3001\u30d1\u30ef\u30fc\u534a\u5c0e\u4f53\u5e02\u5834\u304cCMP\u6750\u6599\u306b\u3068\u3063\u3066\u6700\u3082\u6025\u6210\u9577\u3057\u3066\u3044\u308b\u5fdc\u7528\u5206\u91ce\u3067\u3042\u308b\u3002EV\u306e\u666e\u53ca\u3001\u7523\u696d\u7528\u30e2\u30fc\u30bf\u30fc\u5236\u5fa1\u3001\u30b0\u30ea\u30c3\u30c9\u898f\u6a21\u306e\u96fb\u529b\u5909\u63db\u306b\u727d\u5f15\u3055\u308c\u3001\u70ad\u5316\u30b1\u30a4\u7d20\uff08SiC\uff09MOSFET\u306e\u9700\u8981\u306f\u5e74\u9593\u7d0425\uff5e30%\u3067\u6210\u9577\u3057\u3066\u304a\u308a\u3001\u534a\u5c0e\u4f53\u5e02\u5834\u5168\u4f53\u3092\u5927\u304d\u304f\u4e0a\u56de\u3063\u3066\u3044\u308b\u3002.<\/p>\n  <p>SiC\u30c7\u30d0\u30a4\u30b9\u306e\u88fd\u9020\u3067\u306f\u3001\u57fa\u677f\u5e73\u5766\u5316\uff08\u7279\u6b8a\u306a\u9ad8H\u30b3\u30ed\u30a4\u30c0\u30eb\u30b7\u30ea\u30ab\u307e\u305f\u306f\u30a2\u30eb\u30df\u30ca\u30b9\u30e9\u30ea\u30fc\u3092\u4f7f\u7528\uff09\u3001\u30a8\u30d4\u5c64\u5e73\u6ed1\u5316\u3001\u6d3b\u6027\u9818\u57df\u5e73\u5766\u5316\u306e\u305f\u3081\u306bCMP\u304c\u5fc5\u8981\u3068\u306a\u308b\u3002\u73fe\u5728\u3001\u5927\u624bSiC\u30c7\u30d0\u30a4\u30b9\u30e1\u30fc\u30ab\u30fc\u3067\u9032\u3081\u3089\u308c\u3066\u3044\u308b150mm\u30a6\u30a7\u30fc\u30cf\u304b\u3089200mm\u30a6\u30a7\u30fc\u30cf\u3078\u306e\u79fb\u884c\u306b\u3088\u308a\u30011\u30d5\u30a1\u30d6\u5f53\u305f\u308a\u306eCMP\u6d88\u8017\u54c1\u306e\u91cf\u306f\u5927\u5e45\u306b\u5897\u52a0\u3059\u308b\u3002JEEZ\u306e\u30a2\u30eb\u30df\u30ca\u304a\u3088\u3073\u7279\u6b8a\u30b3\u30ed\u30a4\u30c0\u30eb\u30b7\u30ea\u30ab\u88fd\u54c1\u30e9\u30a4\u30f3\u306f\u3001\u3053\u306e\u5e02\u5834\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u76f4\u63a5\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n  <p>CMP\u6750\u6599\u3068\u9ad8\u5ea6\u306a\u30ce\u30fc\u30c9\u306e\u8a73\u7d30\u306b\u3064\u3044\u3066\u306f\u3001\u4ee5\u4e0b\u306e\u8a73\u7d30\u8a18\u4e8b\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002 <a href=\"https:\/\/jeez-semicon.com\/ja\/blog\/CMP-Materials-for-Advanced-Nodes-(Below-14nm)\/\" target=\"_blank\" rel=\"noopener noreferrer\">\u5148\u9032\u30ce\u30fc\u30c9\u7528CMP\u6750\u6599<\/a>.<\/p>\n<\/section>\n\n<hr class=\"jz-divider\"\/>\n\n<section id=\"supply-chain\">\n  <h2>8.\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5909\u9769\u3068\u5730\u653f\u5b66<\/h2>\n  <p>CMP\u6d88\u8017\u54c1\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306f\u3001\u696d\u754c\u306e\u6b74\u53f2\u4e0a\u524d\u4f8b\u306e\u306a\u3044\u5730\u653f\u5b66\u7684\u306a\u529b\u306e\u53ce\u675f\u306b\u3088\u3063\u3066\u518d\u69cb\u7bc9\u3055\u308c\u3064\u3064\u3042\u308b\u30022026\u5e744\u6708\u73fe\u5728\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u529b\u5b66\u304c\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u5de5\u5834\u306e\u95a2\u4fc2\u3092\u7a4d\u6975\u7684\u306b\u5909\u5316\u3055\u305b\u3066\u3044\u308b\uff1a<\/p>\n\n  <div class=\"jz-risk-card\">\n    <h4>\u534a\u5c0e\u4f53\u6750\u6599\u306b\u95a2\u3059\u308b\u7c73\u56fd\u306e\u8f38\u51fa\u898f\u5236<\/h4>\n    <p>\u7c73\u56fd\u5546\u52d9\u7701\u7523\u696d\u5b89\u5168\u4fdd\u969c\u5c40\uff08BIS\uff09\u306f\u30012022\u5e74\u4ee5\u964d\u3001\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u304a\u3088\u3073\u6750\u6599\u306e\u8f38\u51fa\u898f\u5236\u3092\u6bb5\u968e\u7684\u306b\u5f37\u5316\u3057\u3066\u3044\u308b\u3002CMP\u30b9\u30e9\u30ea\u30fc\u3084\u30d1\u30c3\u30c9\u306f\u73fe\u5728\u3001\u307b\u3068\u3093\u3069\u306e\u5834\u5408\u3001\u76f4\u63a5\u7684\u306a\u8f38\u51fa\u8a31\u53ef\u8981\u4ef6\u306e\u5bfe\u8c61\u306b\u306f\u306a\u3063\u3066\u3044\u306a\u3044\u304c\u3001\u3088\u308a\u5e83\u7bc4\u306a\u534a\u5c0e\u4f53\u88fd\u9020\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u5bfe\u3059\u308b\u898f\u5236\u306f\u3001\u3069\u306e\u56fd\u306e\u3069\u306e\u5de5\u5834\u304c\u6700\u5148\u7aef\u306e\u6d88\u8017\u54c1\u3084\u30b5\u30fc\u30d3\u30b9\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u304b\u306b\u5f71\u97ff\u3059\u308b\u3002.<\/p>\n  <\/div>\n\n  <div class=\"jz-risk-card\">\n    <h4>\u4e2d\u56fd\u56fd\u5185\u534a\u5c0e\u4f53\u6295\u8cc7<\/h4>\n    <p>\u4e2d\u56fd\u653f\u5e9c\u304c\u652f\u63f4\u3059\u308b\u534a\u5c0e\u4f53\u6295\u8cc7\u30d7\u30ed\u30b0\u30e9\u30e0\u306f\u3001\u56fd\u5185\u306eCMP\u6d88\u8017\u54c1\u751f\u7523\u80fd\u529b\u306e\u7a4d\u6975\u7684\u306a\u62e1\u5927\u306b\u8cc7\u91d1\u3092\u63d0\u4f9b\u3057\u3066\u304d\u305f\u3002\u4e2d\u56fd\u56fd\u5185\u306e\u30b9\u30e9\u30ea\u30fc\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u30d1\u30c3\u30c9\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u3001\u4e2d\u56fd\u306e\u534a\u5c0e\u4f53\u5de5\u5834\u3067\u6025\u901f\u306b\u8cc7\u683c\u3092\u7372\u5f97\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u3089\u306e\u9867\u5ba2\u306b\u304a\u3051\u308b\u56fd\u969b\u7684\u306a\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u5bfe\u5fdc\u53ef\u80fd\u306a\u5e02\u5834\u3092\u7e2e\u5c0f\u3059\u308b\u3068\u540c\u6642\u306b\u3001\u4e2d\u56fd\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304c\u6295\u8cc7\u3092\u6b63\u5f53\u5316\u3059\u308b\u305f\u3081\u306b\u56fd\u969b\u7684\u306a\u58f2\u4e0a\u3092\u6c42\u3081\u3066\u3044\u308b\u305f\u3081\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u5e02\u5834\u3067\u3088\u308a\u7af6\u4e89\u7684\u306a\u74b0\u5883\u3092\u4f5c\u308a\u51fa\u3057\u3066\u3044\u308b\u3002.<\/p>\n  <\/div>\n\n  <div class=\"jz-trend-card\">\n    <h4>CHIPS\u6cd5\u3068\u5730\u57df\u30d5\u30a1\u30d6\u5efa\u8a2d<\/h4>\n    <p>\u7c73\u56fd\u3001\u6b27\u5dde\u3001\u65e5\u672c\u3067\u306f\u3001\u56fd\u5bb6\u7684\u306a\u534a\u5c0e\u4f53\u5968\u52b1\u7b56\u306b\u57fa\u3065\u304f\u65b0\u30d5\u30a1\u30d6\u5efa\u8a2d\u306b\u3088\u308a\u3001\u3053\u308c\u307e\u3067\u53f0\u6e7e\u3001\u97d3\u56fd\u3001\u65e5\u672c\u306e\u30d5\u30a1\u30d6\u4e2d\u5fc3\u5730\u306b\u6bd4\u3079\u3066\u4f9b\u7d66\u304c\u4e0d\u8db3\u3057\u3066\u3044\u305f\u5730\u57df\u3067CMP\u6d88\u8017\u54c1\u306e\u9700\u8981\u304c\u751f\u3058\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u5730\u57df\u3067\u88fd\u9020\u307e\u305f\u306f\u8ca9\u58f2\u80fd\u529b\u3092\u6301\u3064\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3001\u3042\u308b\u3044\u306f\u305d\u308c\u3092\u8a2d\u7acb\u3059\u308b\u610f\u6b32\u306e\u3042\u308b\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u3001\u3053\u308c\u3089\u306e\u65b0\u3057\u3044\u30d5\u30a1\u30d6\u3067\u5148\u884c\u8005\u8cc7\u683c\u306e\u512a\u4f4d\u6027\u304b\u3089\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n  <\/div>\n\n  <div class=\"jz-trend-card\">\n    <h4>\u30c7\u30e5\u30a2\u30eb\u30bd\u30fc\u30b7\u30f3\u30b0\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u591a\u69d8\u5316<\/h4>\n    <p>\u5927\u624b\u30d5\u30a1\u30d6\u3067\u306f\u3001CMP\u6d88\u8017\u54c1\u306e\u8a8d\u5b9a\u30b5\u30d7\u30e9\u30a4\u30e4\u30ea\u30b9\u30c8\u3092\u8a08\u753b\u7684\u306b\u62e1\u5927\u3057\u3066\u304a\u308a\u3001COVID\u6642\u4ee3\u306e\u6df7\u4e71\u304c\u69cb\u9020\u7684\u8106\u5f31\u6027\u3068\u3057\u3066\u660e\u3089\u304b\u306b\u3057\u305f\u30b7\u30f3\u30b0\u30eb\u30bd\u30fc\u30b9\u4f9d\u5b58\u3092\u6e1b\u3089\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4ee5\u524d\u3067\u3042\u308c\u3070\u30c6\u30a3\u30a2\u30ef\u30f3\u30e1\u30fc\u30ab\u30fc\u3078\u306e\u4f9d\u5b58\u304c\u30c7\u30d5\u30a9\u30eb\u30c8\u3067\u3042\u3063\u305f\u30d5\u30a1\u30d6\u306b\u304a\u3044\u3066\u3001JEEZ\u3092\u542b\u3080\u4ee3\u66ff\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u8a8d\u5b9a\u6a5f\u4f1a\u304c\u5275\u51fa\u3055\u308c\u3064\u3064\u3042\u308b\u3002.<\/p>\n  <\/div>\n<\/section>\n\n<hr class=\"jz-divider\"\/>\n\n<section id=\"ceria-risk\">\n  <h2>9.\u30bb\u30ea\u30a2\u306e\u4f9b\u7d66\u30ea\u30b9\u30af\uff1a\u7279\u6b8a\u306a\u30b1\u30fc\u30b9<\/h2>\n  <p>STI\u3068\u9178\u5316\u7269CMP\u306e\u91cd\u8981\u306a\u7814\u78e8\u5264\u3067\u3042\u308b\u9178\u5316\u30bb\u30ea\u30a6\u30e0\uff08\u30bb\u30ea\u30a2\uff09\u306f\u3001\u5e02\u5834\u30ea\u30b9\u30af\u5206\u6790\u306b\u304a\u3044\u3066\u7279\u5225\u306a\u6ce8\u610f\u3092\u6255\u3046\u5fc5\u8981\u304c\u3042\u308b\u3002\u4e2d\u56fd\u306f\u4e16\u754c\u306e\u9178\u5316\u30bb\u30ea\u30a6\u30e0\u751f\u7523\u91cf\u306e\u7d0485-90%\u3092\u5360\u3081\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u5185\u30e2\u30f3\u30b4\u30eb\u306b\u96c6\u4e2d\u3059\u308b\u65bd\u8a2d\u3067\u306e\u30ec\u30a2\u30a2\u30fc\u30b9\u9271\u77f3\u52a0\u5de5\u306b\u7531\u6765\u3059\u308b\u3002\u3053\u306e\u5730\u7406\u7684\u306a\u96c6\u4e2d\u306f\u3001\u4ed6\u306eCMP\u539f\u6599\u3068\u306f\u7570\u306a\u308b\u69cb\u9020\u7684\u306a\u4f9b\u7d66\u30ea\u30b9\u30af\u3092\u751f\u307f\u51fa\u3057\u3001\u88fd\u9020\u5de5\u5834\u3068\u6d88\u8017\u54c1\u88fd\u9020\u696d\u8005\u306e\u4e21\u65b9\u304b\u3089\u6226\u7565\u7684\u306a\u6ce8\u76ee\u3092\u6d74\u3073\u3066\u3044\u308b\u3002.<\/p>\n  <p>\u73fe\u5728\u958b\u767a\u4e2d\u307e\u305f\u306f\u5c55\u958b\u4e2d\u306e\u7de9\u548c\u7b56\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n  <ul>\n    <li><strong>\u5408\u6210\u30bb\u30ea\u30a2\u306e\u751f\u7523<\/strong> \u4e2d\u56fd\u4ee5\u5916\u306e\u524d\u99c6\u4f53\uff08\u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2\u3001\u30d6\u30e9\u30b8\u30eb\u3001\u307e\u305f\u306f\u7c73\u56fd\u306e\u30ec\u30a2\u30a2\u30fc\u30b9\u4f9b\u7d66\u6e90\u304b\u3089\u306e\u5869\u5316\u30bb\u30ea\u30a6\u30e0\uff09\u304b\u3089\u5408\u6210\u3055\u308c\u308b\u9ad8\u7d14\u5ea6\u30bb\u30ea\u30a2\u306f\u3001\u8907\u6570\u306e\u30b9\u30e9\u30ea\u30fc\u4f01\u696d\u306b\u3088\u3063\u3066\u958b\u767a\u3055\u308c\u3066\u3044\u308b\u3002\u5358\u4fa1\u306f\u4e2d\u56fd\u7531\u6765\u306e\u30bb\u30ea\u30a2\u3088\u308a\u9ad8\u3044\u304c\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u72ec\u7acb\u6027\u306f\u5730\u653f\u5b66\u7684\u306a\u30ea\u30b9\u30af\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u88fd\u9020\u5de5\u5834\u306b\u8a55\u4fa1\u3055\u308c\u3066\u3044\u308b\u3002.<\/li>\n    <li><strong>\u30bb\u30ea\u30a2\u30d5\u30ea\u30fc\u306eSTI\u30b9\u30e9\u30ea\u30fc\u958b\u767a\uff1a<\/strong> \u3044\u304f\u3064\u304b\u306e\u5927\u624b\u30b9\u30e9\u30ea\u30fc\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u3001\u4e00\u90e8\u306eSTI\u7528\u9014\u3067\u30bb\u30ea\u30a2\u306b\u53d6\u3063\u3066\u4ee3\u308f\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u9ad8\u9078\u629e\u6027\u30b7\u30ea\u30ab\u30d9\u30fc\u30b9\u306e\u914d\u5408\u7269\u306b\u6295\u8cc7\u3057\u3066\u3044\u308b\u30022026\u5e74\u73fe\u5728\u30015nm\u4ee5\u4e0b\u306eSTI\u3067\u306f\u30bb\u30ea\u30a2\u3068\u306e\u6027\u80fd\u540c\u7b49\u6027\u306f\u5b8c\u5168\u306b\u306f\u5b9f\u8a3c\u3055\u308c\u3066\u3044\u306a\u3044\u304c\u3001\u9032\u5c55\u306f\u898b\u3089\u308c\u308b\u3002.<\/li>\n    <li><strong>\u6226\u7565\u7684\u306a\u5728\u5eab\u7a4d\u307f\u5897\u3057\uff1a<\/strong> \u4e00\u90e8\u306e\u5de5\u5834\u3084\u30b9\u30e9\u30ea\u30fc\u4f9b\u7d66\u696d\u8005\u306f\u3001\u77ed\u671f\u7684\u306a\u30ea\u30b9\u30af\u30d8\u30c3\u30b8\u3068\u3057\u30666-12\u30f6\u6708\u306e\u30bb\u30ea\u30a2\u539f\u6599\u5728\u5eab\u3092\u7dad\u6301\u3057\u3001\u4f9b\u7d66\u9014\u7d76\u306b\u5bfe\u3059\u308b\u4fdd\u967a\u3068\u3057\u3066\u904b\u8ee2\u8cc7\u672c\u30b3\u30b9\u30c8\u306e\u4e0a\u6607\u3092\u53d7\u3051\u5165\u308c\u3066\u3044\u308b\u3002.<\/li>\n  <\/ul>\n<\/section>\n\n<hr class=\"jz-divider\"\/>\n\n<section id=\"innovation\">\n  <h2>10.\u65b0\u305f\u306a\u6d88\u8017\u54c1\u30ab\u30c6\u30b4\u30ea\u30fc\u3092\u727d\u5f15\u3059\u308b\u6280\u8853\u9769\u65b0<\/h2>\n  <p>\u78ba\u7acb\u3055\u308c\u305fCMP\u30b9\u30e9\u30ea\u30fc\u304a\u3088\u3073\u7814\u78e8\u30d1\u30c3\u30c9\u5e02\u5834\u3060\u3051\u3067\u306a\u304f\u300114nm\u4ee5\u964d\u306e\u30d7\u30ed\u30bb\u30b9\u30ce\u30fc\u30c9\u306e\u8ab2\u984c\u306b\u5bfe\u5fdc\u3059\u308b\u65b0\u4e16\u4ee3\u306eCMP\u6750\u6599\u304a\u3088\u3073\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u304c\u53f0\u982d\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u65b0\u3057\u3044\u30ab\u30c6\u30b4\u30ea\u30fc\u306f\u3001\u6d88\u8017\u54c1\u696d\u754c\u306b\u3068\u3063\u3066\u3001\u77ed\u671f\u7684\u306a\u7814\u7a76\u958b\u767a\u6295\u8cc7\u306e\u6a5f\u4f1a\u3068\u9577\u671f\u7684\u306a\u5e02\u5834\u6210\u9577\u306e\u30d9\u30af\u30c8\u30eb\u306e\u4e21\u65b9\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n  <div class=\"jz-grid2\">\n    <div class=\"jz-card\">\n      <h4>\u30eb\u30c6\u30cb\u30a6\u30e0\u3068\u30e2\u30ea\u30d6\u30c7\u30f3\u306e\u30b9\u30e9\u30ea\u30fc<\/h4>\n      <ul>\n        <li>\u73fe\u5728\uff5e$2\u5104\u30c9\u30eb\u5e02\u5834\u30012030\u5e74\u306b\u306f$1B+\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u308b<\/li>\n        <li>CMP\u30b9\u30e9\u30ea\u30fc\u306eCAGR\u304c\u6700\u3082\u901f\u3044\uff08\u5e74\u9593\uff5e30%\uff09<\/li>\n        <li>TSMC\u3001\u30b5\u30e0\u30b9\u30f3\u3001\u30a4\u30f3\u30c6\u30eb\u306b\u304a\u3051\u308bGAA\u30b2\u30fc\u30c8\u30e1\u30bf\u30eb\u306e\u5909\u9077\u304c\u5f8c\u62bc\u3057<\/li>\n        <li>\u9069\u683c\u306a\u88fd\u54c1\u306e\u6570\u304c\u5c11\u306a\u3044\u3002<\/li>\n      <\/ul>\n    <\/div>\n    <div class=\"jz-card\">\n      <h4>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0CMP\u6d88\u8017\u54c1<\/h4>\n      <ul>\n        <li>2030\u5e74\u307e\u3067\u5e74\u5e73\u5747\u6210\u9577\u738725%\u3067\u6210\u9577\u3059\u308b\u30b5\u30d6\u30de\u30fc\u30b1\u30c3\u30c8<\/li>\n        <li>\u6975\u9650\u7d14\u5ea6\u4ed5\u69d8\u306e\u8d85\u9ad8\u7d14\u5ea6\u30ca\u30ce\u30b7\u30ea\u30ab\u30b9\u30e9\u30ea\u30fc<\/li>\n        <li>0.3nm\u4ee5\u4e0b\u306eRa\u8abf\u88fd\u7528\u30bd\u30d5\u30c8\u30d1\u30c3\u30c9\u30b7\u30b9\u30c6\u30e0<\/li>\n        <li>HBM\u30013D-IC\u30ed\u30b8\u30c3\u30af\u306e\u30b9\u30bf\u30c3\u30ad\u30f3\u30b0\u3001CMOS\u30a4\u30e1\u30fc\u30b8\u30bb\u30f3\u30b5\u30fc\u304c\u727d\u5f15<\/li>\n      <\/ul>\n    <\/div>\n    <div class=\"jz-card\">\n      <h4>SiC\u57fa\u677f CMP<\/h4>\n      <ul>\n        <li>~2024\u5e74\u306b\uff5e$3\u5104\u5186\u30012030\u5e74\u306b\u306f$9\u5104\u5186\u3068\u4e88\u60f3<\/li>\n        <li>200mm SiC\u3078\u306e\u79fb\u884c\u306b\u3088\u308a\u3001\u30a6\u30a7\u30cf\u30fc\u3042\u305f\u308a\u306e\u6d88\u8017\u54c1\u91cf\u304c\u500d\u5897<\/li>\n        <li>\u7279\u6b8a\u306a\u9ad8H\u30b7\u30ea\u30ab\u3068\u30b3\u30ed\u30a4\u30c9\u30a2\u30eb\u30df\u30ca\u30b9\u30e9\u30ea\u30fc<\/li>\n        <li>EV\u9700\u8981\u304c\u4e3b\u306a\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc<\/li>\n      <\/ul>\n    <\/div>\n    <div class=\"jz-card\">\n      <h4>\u96fb\u6c17\u5316\u5b66\u7684CMP (ECMP)<\/h4>\n      <ul>\n        <li>\u307e\u3060\u4e3b\u306b\u7814\u7a76\u304a\u3088\u3073\u521d\u671f\u306e\u8cc7\u683c\u8a8d\u5b9a\u6bb5\u968e\u306b\u3042\u308b<\/li>\n        <li>\u96fb\u6c17\u5316\u5b66\u7684\u6eb6\u89e3\u3068\u6700\u5c0f\u9650\u306e\u6a5f\u68b0\u7684\u78e8\u8017\u306e\u7d44\u307f\u5408\u308f\u305b<\/li>\n        <li>\u60f3\u5b9a\u3055\u308c\u308b\u7528\u9014\uff1a\u8d85\u4f4e\u8a98\u96fb\u7387\u30012\u6b21\u5143\u6750\u6599\u30011nm\u4ee5\u4e0b\u306e\u9664\u53bb\u5236\u5fa1<\/li>\n        <li>\u5546\u54c1\u5316\u306b\u5fc5\u8981\u306a\u30c4\u30fc\u30eb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u6d88\u8017\u54c1\u306e\u5171\u540c\u958b\u767a<\/li>\n      <\/ul>\n    <\/div>\n  <\/div>\n<\/section>\n\n<hr class=\"jz-divider\"\/>\n\n<section id=\"forecast\">\n  <h2>11.\u5e02\u5834\u4e88\u6e2c\u6982\u8981 2026-2030<\/h2>\n  <div class=\"jz-table-wrap\">\n    <table class=\"jz-table\">\n      <thead>\n        <tr><th>\u5e74<\/th><th>CMP\u5e02\u5834\u5168\u4f53\uff08\u63a8\u5b9a\uff09<\/th><th>\u30b9\u30e9\u30ea\u30fc<\/th><th>\u30d1\u30c3\u30c9<\/th><th>\u30b3\u30f3\u30c7\u30a3\u30b7\u30e7\u30ca\u30fc<\/th><th>\u4e3b\u8981\u5e02\u5834\u30a4\u30d9\u30f3\u30c8<\/th><\/tr>\n      <\/thead>\n      <tbody>\n        <tr><td><strong>2026<\/strong><\/td><td>$9.2B<\/td><td>$5.5B<\/td><td>$2.7B<\/td><td>$1.0B<\/td><td>\u30d4\u30fc\u30af\u6642\u306eAI GPU\u9700\u8981\u3001HBM3E\u306e\u80fd\u529b\u5897\u5f37\u3001GAA N3\u306e\u91cf\u7523<\/td><\/tr>\n        <tr><td><strong>2027<\/strong><\/td><td>$10.1B<\/td><td>$6.0B<\/td><td>$3.0B<\/td><td>$1.1B<\/td><td>N2\/18A\u306e\u7acb\u3061\u4e0a\u304c\u308a\u3001HBM4\u306e\u8a8d\u5b9a\u3001\u7c73\u56fd\/\u6b27\u5dde\u306e\u65b0\u30d5\u30a1\u30d6\u306e\u521d\u671f\u751f\u7523<\/td><\/tr>\n        <tr><td><strong>2028<\/strong><\/td><td>$11.2B<\/td><td>$6.7B<\/td><td>$3.3B<\/td><td>$1.2B<\/td><td>300\u5c64\u4ee5\u4e0a\u306e3D NAND\u3001Ru\/Mo\u30b9\u30e9\u30ea\u30fc\u306e\u5546\u696d\u5316\u3001SiC 200mm\u5bb9\u7a4d<\/td><\/tr>\n        <tr><td><strong>2029<\/strong><\/td><td>$12.4B<\/td><td>$7.5B<\/td><td>$3.6B<\/td><td>$1.3B<\/td><td>1.4nm\u30ce\u30fc\u30c9\u306e\u521d\u671f\u751f\u7523\uff1b\u88cf\u9762\u96fb\u529b\u4f9b\u7d66CMP\uff1b\u898f\u6a21\u3067\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30fb\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0<\/td><\/tr>\n        <tr><td><strong>2030<\/strong><\/td><td>$13.8B<\/td><td>$8.3B<\/td><td>$4.1B<\/td><td>$1.4B<\/td><td>\u6b21\u4e16\u4ee3AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3001\u5e45\u5e83\u3044GAA\u6210\u719f\u5ea6\u30012D\u6750\u6599\u7814\u7a76\u30d1\u30a4\u30ed\u30c3\u30c8<\/td><\/tr>\n      <\/tbody>\n    <\/table>\n  <\/div>\n  <p style=\"font-size:.85em;color:#778;\">\u4e88\u6e2c\u306f\u30012026\u5e744\u6708\u6642\u70b9\u306e\u696d\u754c\u30ec\u30dd\u30fc\u30c8\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3001\u793e\u5185\u5e02\u5834\u5206\u6790\u306b\u57fa\u3065\u304fJEEZ\u306e\u4e88\u6e2c\u3067\u3059\u3002\u5b9f\u969b\u306e\u696d\u7e3e\u306f\u3001\u30de\u30af\u30ed\u7684\u8981\u56e0\u3001\u6280\u8853\u7684\u8981\u56e0\u3001\u5730\u653f\u5b66\u7684\u8981\u56e0\u306a\u3069\u306b\u3088\u308a\u3001\u898b\u901a\u3057\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n<\/section>\n\n<hr class=\"jz-divider\"\/>\n\n<section id=\"faq\">\n  <h2>12.\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n  <h3>2026\u5e74\u306eCMP\u30b9\u30e9\u30ea\u30fc\u5e02\u5834\u898f\u6a21\u306f\uff1f<\/h3>\n  <p>\u4e16\u754c\u306eCMP\u30b9\u30e9\u30ea\u30fc\u5e02\u5834\u306f2026\u5e74\u306b\u7d04$5\u5104\u3068\u63a8\u5b9a\u3055\u308c\u3001CMP\u6d88\u8017\u54c1\u5e02\u5834\u5168\u4f53\u306e\u7d0460%\u3092\u5360\u3081\u308b\u3002\u3053\u308c\u306b\u306f\u9178\u5316\u7269\/STI\u30b9\u30e9\u30ea\u30fc\u3001\u9285\u3068\u30d0\u30ea\u30a2\u30b9\u30e9\u30ea\u30fc\u3001\u30bf\u30f3\u30b0\u30b9\u30c6\u30f3\u30b9\u30e9\u30ea\u30fc\u3001\u6025\u6210\u9577\u3057\u3066\u3044\u308b\u5148\u7aef\u91d1\u5c5e\uff08Co\u3001Ru\u3001Mo\uff09\u30bb\u30b0\u30e1\u30f3\u30c8\u304c\u542b\u307e\u308c\u308b\u3002\u30b9\u30e9\u30ea\u30fc\u5e02\u5834\u306f\u30d1\u30c3\u30c9\u5e02\u5834\u3088\u308a\u3082\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u5148\u7aef\u30ce\u30fc\u30c9\u306b\u304a\u3051\u308b\u30a6\u30a7\u30fc\u30cf1\u679a\u5f53\u305f\u308a\u306e\u30b9\u30e9\u30ea\u30fc\u6d88\u8cbb\u91cf\u306e\u4e0d\u5747\u8861\u306a\u5897\u52a0\u306b\u3088\u308b\u3082\u306e\u3067\u3042\u308b\u3002.<\/p>\n\n  <h3>AI\u9700\u8981\u306fCMP\u6d88\u8017\u54c1\u5e02\u5834\u306b\u3069\u306e\u3088\u3046\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u308b\u304b\uff1f<\/h3>\n  <p>AI\u306f\u30012025-2028\u5e74\u306b\u304a\u3051\u308bCMP\u6d88\u8017\u54c1\u306e\u552f\u4e00\u6700\u5927\u306e\u9700\u8981\u5897\u52a0\u8981\u56e0\u3067\u3042\u308b\u3002AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30c1\u30c3\u30d7\u3068\u3001\u305d\u308c\u3089\u304c\u5fc5\u8981\u3068\u3059\u308bHBM\u30e1\u30e2\u30ea\u306f\u3001\u534a\u5c0e\u4f53\u88fd\u9020\u306b\u304a\u3044\u3066\u6700\u3082CMP\u96c6\u7d04\u7684\u306a\u88fd\u54c1\u306e1\u3064\u3067\u3042\u308a\u3001GPU\/\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e01\u3064\u3042\u305f\u308a\u3001\u69cb\u6210\u3059\u308b\u30c0\u30a4\u5168\u4f53\u3067\u7d2f\u7a4d300\uff5e400\u679a\u4ee5\u4e0a\u306eCMP\u30a6\u30a7\u30fc\u30cf\u30d1\u30b9\u304c\u5fc5\u8981\u3068\u306a\u308b\u3002AI\u30c1\u30c3\u30d7\u306e\u751f\u7523\u304c\u5c11\u6570\u306e\u6700\u5148\u7aef\u30d5\u30a1\u30d6\uff08\u4e3b\u306bTSMC\u3068\u30b5\u30e0\u30b9\u30f3\uff09\u306b\u96c6\u4e2d\u3057\u3066\u3044\u308b\u3053\u3068\u306f\u3001\u3053\u306e\u9700\u8981\u304c\u3053\u308c\u3089\u306e\u65bd\u8a2d\u306e\u6d88\u8017\u54c1\u6d88\u8cbb\u306b\u5373\u5ea7\u306b\u73fe\u308c\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002.<\/p>\n\n  <h3>CMP\u6d88\u8017\u54c1\u5e02\u5834\u304c\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3059\u308b\u306e\u306f\u3069\u306e\u5730\u57df\u304b\uff1f<\/h3>\n  <p>\u5e02\u5834\u306e\u7d76\u5bfe\u6210\u9577\u7387\u304c\u6700\u3082\u901f\u3044\u306e\u306f\u3001\u9ad8\u5bc6\u5ea6\u306e\u5148\u7aef\u30ce\u30fc\u30c9\u88fd\u9020\u304c\u96c6\u4e2d\u3057\u3066\u3044\u308b\u6771\u30a2\u30b8\u30a2\uff08\u53f0\u6e7e\u3001\u97d3\u56fd\u3001\u65e5\u672c\uff09\u306b\u5f15\u304d\u7d9a\u304d\u96c6\u4e2d\u3059\u308b\u3002CHIPS\u6cd5\u3084\u6b27\u5dde\u30c1\u30c3\u30d7\u30b9\u6cd5\u306e\u4e0b\u3067\u306e\u65b0\u3057\u3044\u5de5\u5834\u6295\u8cc7\u306b\u3088\u308a\u3001\u3053\u308c\u307e\u3067\u534a\u5c0e\u4f53\u88fd\u9020\u306e\u6bd4\u91cd\u304c\u4f4e\u304b\u3063\u305f\u5730\u57df\u306b\u5927\u898f\u6a21\u306a\u65b0\u3057\u3044\u30a6\u30a7\u30fc\u30cf\u751f\u7523\u80fd\u529b\u304c\u3082\u305f\u3089\u3055\u308c\u308b\u304b\u3089\u3067\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u65b0\u3057\u3044\u534a\u5c0e\u4f53\u5de5\u5834\u306f\u3001\u73fe\u5730\u3067CMP\u6d88\u8017\u54c1\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3092\u69cb\u7bc9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u3001\u5730\u57df\u7684\u306a\u30d7\u30ec\u30bc\u30f3\u30b9\u306b\u6295\u8cc7\u3059\u308b\u610f\u6b32\u306e\u3042\u308b\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u5148\u767a\u8cc7\u683c\u306e\u6a5f\u4f1a\u304c\u751f\u307e\u308c\u308b\u3002.<\/p>\n<\/section>\n\n<hr class=\"jz-divider\"\/>\n\n<div class=\"jz-tags\">\n  <span class=\"jz-tag\">CMP\u5e02\u5834 2026<\/span><span class=\"jz-tag\">CMP\u696d\u754c\u306e\u52d5\u5411<\/span><span class=\"jz-tag\">AI\u534a\u5c0e\u4f53<\/span>\n  <span class=\"jz-tag\">HBM CMP<\/span><span class=\"jz-tag\">3D-IC\u5e02\u5834<\/span><span class=\"jz-tag\">SiC\u5e02\u5834<\/span>\n  <span class=\"jz-tag\">CMP\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3<\/span><span class=\"jz-tag\">JEEZ<\/span>\n<\/div>\n\n<div class=\"jz-cta\">\n  <h2>CMP\u5e02\u5834\u306e\u52d5\u5411\u3092\u5148\u53d6\u308a<\/h2>\n  <p>JEEZ\u306fCMP\u6750\u6599\u306b\u95a2\u3059\u308b\u6280\u8853\u30fb\u5e02\u5834\u60c5\u5831\u3092\u5b9a\u671f\u7684\u306b\u767a\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001JEEZ\u306e\u88fd\u54c1\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u304c\u304a\u5ba2\u69d8\u306e\u30d5\u30a1\u30d6\u306e\u6280\u8853\u52d5\u5411\u3068\u3069\u306e\u3088\u3046\u306b\u5408\u81f4\u3059\u308b\u304b\u306b\u3064\u3044\u3066\u3082\u3054\u76f8\u8ac7\u304f\u3060\u3055\u3044\u3002.<\/p>\n  <a href=\"https:\/\/jeez-semicon.com\/ja\/contact\/\" target=\"_blank\" rel=\"noopener noreferrer\" class=\"jz-btn\">CMP\u6226\u7565\u306b\u3064\u3044\u3066\u8a71\u3057\u5408\u3046<\/a>\n  <a href=\"https:\/\/jeez-semicon.com\/ja\/blog\/What-Are-CMP-Materials-Complete-Guide\/\" target=\"_blank\" rel=\"noopener noreferrer\" class=\"jz-btn-sec\">\u2190 CMP\u30de\u30c6\u30ea\u30a2\u30eb\u5b8c\u5168\u30ac\u30a4\u30c9<\/a>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>JEEZ Market Intelligence - CMP\u7523\u696d \u4e16\u754c\u306eCMP\u6d88\u8017\u54c1\u306e\u9700\u8981\u4fc3\u9032\u8981\u56e0\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u6210\u9577\u4e88\u6e2c\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5909\u9769\u3001\u5730\u653f\u5b66\u7684\u30ea\u30b9\u30af\u3001\u4eca\u5f8c\u306e\u6280\u8853\u30b7\u30d5\u30c8\u3092\u7db2\u7f85\u3057\u305f\u5305\u62ec\u7684\u306a\u5e02\u5834\u5206\u6790\u3002<\/p>","protected":false},"author":1,"featured_media":1956,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[9,59],"tags":[],"class_list":["post-1937","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-industry"],"acf":[],"_links":{"self":[{"href":"https:\/\/jeez-semicon.com\/ja\/wp-json\/wp\/v2\/posts\/1937","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jeez-semicon.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jeez-semicon.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jeez-semicon.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jeez-semicon.com\/ja\/wp-json\/wp\/v2\/comments?post=1937"}],"version-history":[{"count":2,"href":"https:\/\/jeez-semicon.com\/ja\/wp-json\/wp\/v2\/posts\/1937\/revisions"}],"predecessor-version":[{"id":1939,"href":"https:\/\/jeez-semicon.com\/ja\/wp-json\/wp\/v2\/posts\/1937\/revisions\/1939"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/jeez-semicon.com\/ja\/wp-json\/wp\/v2\/media\/1956"}],"wp:attachment":[{"href":"https:\/\/jeez-semicon.com\/ja\/wp-json\/wp\/v2\/media?parent=1937"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jeez-semicon.com\/ja\/wp-json\/wp\/v2\/categories?post=1937"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jeez-semicon.com\/ja\/wp-json\/wp\/v2\/tags?post=1937"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}