{"id":497,"date":"2026-05-24T20:05:38","date_gmt":"2026-05-24T11:05:38","guid":{"rendered":"https:\/\/blackfire.work\/invest\/?p=497"},"modified":"2026-05-24T20:05:40","modified_gmt":"2026-05-24T11:05:40","slug":"%e4%b8%ad%e8%8f%af%e8%a3%bddram%e3%83%bbnand%e3%81%8c%e4%be%a1%e6%a0%bc%e7%a0%b4%e5%a3%8a%e3%82%92%e5%bc%95%e3%81%8d%e8%b5%b7%e3%81%93%e3%81%99%ef%bc%9f%e5%8d%8a%e5%b0%8e%e4%bd%93%e7%9b%b8%e5%a0%b4","status":"publish","type":"post","link":"https:\/\/blackfire.work\/invest\/?p=497","title":{"rendered":"\u4e2d\u83ef\u88fdDRAM\u30fbNAND\u304c\u4fa1\u683c\u7834\u58ca\u3092\u5f15\u304d\u8d77\u3053\u3059\uff1f\u534a\u5c0e\u4f53\u76f8\u5834\u3092\u4e2d\u56fd\u304c\u7d42\u308f\u3089\u305b\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u4ef6"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">THIS IS THE CHART THAT KEEPS ME UP AT NIGHT<br><br>Not because I enjoy being bearish<br><br>Because I&#39;ve studied enough market history to know what happens next<br><br>In 2000 Cisco was the most important infrastructure company on earth<br><br>Everyone knew the internet would change everything. They\u2026 <a href=\"https:\/\/t.co\/jFr5q06kKJ\">pic.twitter.com\/jFr5q06kKJ<\/a><\/p>&mdash; bee\ud83d\udc1d (@0xbeehive) <a href=\"https:\/\/twitter.com\/0xbeehive\/status\/2058163458256818603?ref_src=twsrc%5Etfw\">May 23, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u56fd\u306fDRAM\uff08\u7279\u306bCXMT\u3092\u4e2d\u5fc3\u306b\uff09\u3068\u30e1\u30e2\u30ea\u5168\u4f53\u306e\u751f\u7523\u80fd\u529b\u3092\u7a4d\u6975\u7684\u306b\u62e1\u5927\u3057\u3066\u304a\u308a\u3001AI\u9700\u8981\u306e\u9ad8\u307e\u308a\u3092\u80cc\u666f\u306b\u6c4e\u7528DRAM\u304b\u3089HBM\uff08\u9ad8\u5e2f\u57df\u30e1\u30e2\u30ea\uff09\u306e\u3088\u3046\u306aAI\u5411\u3051\u88fd\u54c1\u3078\u306e\u30b7\u30d5\u30c8\u3082\u9032\u3081\u3066\u3044\u307e\u3059\u30021120<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u4e3b\u306a\u30dd\u30a4\u30f3\u30c8<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CXMT\uff08\u9577\u946b\u5b58\u5132\u6280\u8853\u3001\u4e2d\u56fd\u6700\u5927\u306eDRAM\u30e1\u30fc\u30ab\u30fc\uff09<\/strong>\u00a0\u304c\u4e2d\u5fc3\u3067\u3059\u30022024\u5e74\u521d\u982d\u306e\u6708\u752310\u4e07\u30a6\u30a7\u30cf\u304b\u30892025\u5e74\u672b\u306b\u306f\u7d0429\u4e07\u30a6\u30a7\u30cf\u3078\u307b\u307c3\u500d\u306b\u62e1\u5927\u30022025\u5e74\u306e\u58f2\u4e0a\u306f\u524d\u5e74\u6bd4130%\u5897\u306e\u7d0480\u5104\u30c9\u30eb\u898f\u6a21\u306b\u9054\u3057\u3001\u30b0\u30ed\u30fc\u30d0\u30ebDRAM\u30b7\u30a7\u30a2\u30925-15%\u7a0b\u5ea6\u307e\u3067\u4f38\u3070\u3057\u3066\u3044\u307e\u3059\uff08\u63a8\u5b9a\u5024\u306b\u3088\u308b\uff09\u30021626<\/li>\n\n\n\n<li><strong>YMTC\uff08\u9577\u6c5f\u5b58\u5132\uff09<\/strong>\u00a0\u3082NAND\u30d5\u30e9\u30c3\u30b7\u30e5\u3092\u4e2d\u5fc3\u306b\u62e1\u5927\u3057\u3066\u304a\u308a\u3001\u4e2d\u56fd\u5168\u4f53\u306e\u30e1\u30e2\u30ea\u751f\u7523\u80fd\u529b\u304c2026\u5e74\u306b\u5927\u5e45\u5897\u52a0\u306e\u898b\u8fbc\u307f\u3067\u3059\u3002UBS\u306a\u3069\u306e\u5206\u6790\u3067\u306f\u3001\u4e2d\u56fd\u306e\u8ffd\u52a0\u30a6\u30a7\u30cf\u5bb9\u91cf\u304c\u670812-14\u4e07\u679a\u898f\u6a21\u306b\u306a\u308b\u3068\u3055\u308c\u3066\u3044\u307e\u3059\u300216<\/li>\n\n\n\n<li><strong>AI\u5411\u3051\uff08HBM\u306a\u3069\uff09<\/strong>\uff1aCXMT\u306fHBM3\u306e\u30b5\u30f3\u30d7\u30eb\u4f9b\u7d66\uff08Huawei\u5411\u3051\u306a\u3069\uff09\u3092\u958b\u59cb\u3057\u30012026\u5e74\u672b\u301c\u91cf\u7523\u76ee\u6a19\u3092\u63b2\u3052\u3066\u3044\u307e\u3059\u3002\u4e00\u90e8\u751f\u7523\u3092HBM3\u306b\u632f\u308a\u5411\u3051\u308b\u8a08\u753b\u3082\u3042\u308a\uff08\u4f8b: 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class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">BREAKING: Memory prices could COLLAPSE as China rapidly floods the market with DRAM and NAND chips.<br><br>China&#39;s CXMT RAM is selling for $150, while the global average price is around $300 to $400.<br><br>Chinese memory giants CXMT and YMTC are aggressively ramping production, threatening\u2026 <a href=\"https:\/\/t.co\/YZXraknjJC\">pic.twitter.com\/YZXraknjJC<\/a><\/p>&mdash; Bull Theory (@BullTheoryio) <a href=\"https:\/\/twitter.com\/BullTheoryio\/status\/2058128464151281896?ref_src=twsrc%5Etfw\">May 23, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<p 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