{"id":10511,"date":"2025-07-11T16:07:36","date_gmt":"2025-07-11T08:07:36","guid":{"rendered":"https:\/\/ai-stack.ai\/?p=10511"},"modified":"2025-07-11T16:25:22","modified_gmt":"2025-07-11T08:25:22","slug":"asic-vs-gpu","status":"publish","type":"post","link":"https:\/\/ai-stack.ai\/ja\/asic-vs-gpu","title":{"rendered":"ASIC\u30c1\u30c3\u30d7\u3068\u306f\uff1fGPU\u3068\u306e\u9055\u3044\u3068\u5fdc\u7528\u30b7\u30ca\u30ea\u30aa\u306e\u8a73\u7d30\u89e3\u8aac"},"content":{"rendered":"\n

\u30c7\u30b8\u30bf\u30eb\u6642\u4ee3\u306e\u6ce2\u306e\u4e2d\u3067\u3001\u8a08\u7b97\u80fd\u529b\u306f\u6280\u8853\u9032\u6b69\u3092\u63a8\u9032\u3059\u308b\u4e2d\u6838\u30a8\u30f3\u30b8\u30f3\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002ASIC\u30c1\u30c3\u30d7\u3068GPU\u306f\u30012\u3064\u306e\u4e3b\u8981\u306a\u8a08\u7b97\u6280\u8853\u3068\u3057\u3066\u3001\u305d\u308c\u305e\u308c\u7279\u5b9a\u306e\u5206\u91ce\u3067\u72ec\u81ea\u306e\u512a\u4f4d\u6027\u3092\u793a\u3057\u3066\u3044\u307e\u3059<\/strong>\u3002\u6700\u65b0\u306e\u5e02\u5834\u30c7\u30fc\u30bf\u306b\u3088\u308b\u3068\u30012025\u5e74\u306e\u4e16\u754c\u534a\u5c0e\u4f53\u5e02\u5834\u306f6,970\u5104\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u304a\u308a<\/a>\u3001AI\u95a2\u9023\u30c1\u30c3\u30d7\u304c\u5927\u5e45\u306a\u6210\u9577\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002\u672c\u8a18\u4e8b\u3067\u306f\u3001ASIC\u3068GPU\u306e\u6280\u8853\u7684\u9055\u3044\u3001\u6027\u80fd\u7279\u6027\u3001\u5fdc\u7528\u30b7\u30ca\u30ea\u30aa\u3092\u8a73\u3057\u304f\u5206\u6790\u3057\u3001\u6697\u53f7\u901a\u8ca8\u30de\u30a4\u30cb\u30f3\u30b0\u3001AI\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306a\u3069\u306e\u5206\u91ce\u3067\u306e\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u9078\u629e\u306b\u5c02\u9580\u7684\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

ASIC\u5bfeGPU\u30af\u30a4\u30c3\u30af\u6bd4\u8f03<\/strong><\/p>\n\n\n\n

\u7279\u5fb4<\/strong><\/td>ASIC<\/strong><\/td>GPU<\/strong><\/td><\/tr>
\u8a2d\u8a08\u76ee\u7684<\/td>\u5358\u4e00\u30bf\u30b9\u30af\u6700\u9069\u5316<\/td>\u6c4e\u7528\u4e26\u5217\u8a08\u7b97<\/td><\/tr>
\u6027\u80fd<\/td>\u7279\u5b9a\u30bf\u30b9\u30af\u306e\u6975\u81f4\u6027\u80fd<\/td>\u30de\u30eb\u30c1\u30bf\u30b9\u30af\u306e\u30d0\u30e9\u30f3\u30b9\u6027\u80fd<\/td><\/tr>
\u6d88\u8cbb\u96fb\u529b<\/td>\u6975\u3081\u3066\u4f4e\u3044\uff08\u6700\u9069\u5316\u5f8c\uff09<\/td>\u4e2d\u301c\u9ad8<\/td><\/tr>
\u30b3\u30b9\u30c8<\/td>\u9ad8\u3044\u521d\u671f\u6295\u8cc7<\/td>\u9069\u5ea6<\/td><\/tr>
\u67d4\u8edf\u6027<\/td>\u56fa\u5b9a\u6a5f\u80fd<\/td>\u9ad8\u5ea6\u306b\u30d7\u30ed\u30b0\u30e9\u30de\u30d6\u30eb<\/td><\/tr>
\u4e3b\u306a\u7528\u9014<\/td>\u30de\u30a4\u30cb\u30f3\u30b0\/AI\u63a8\u8ad6\/\u30cd\u30c3\u30c8\u30ef\u30fc\u30af<\/td>\u30b2\u30fc\u30e0\/AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\/\u79d1\u5b66\u8a08\u7b97<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

ASIC\u30c1\u30c3\u30d7\uff1a\u5c02\u7528\u8a08\u7b97\u306e\u7a76\u6975\u6027\u80fd<\/strong><\/h2>\n\n\n\n

ASIC\u306e\u6280\u8853\u7684\u672c\u8cea\u3092\u7406\u89e3\u3059\u308b<\/strong><\/h3>\n\n\n\n

ASIC\uff08Application-Specific Integrated Circuit\u3001\u7279\u5b9a\u7528\u9014\u5411\u3051\u96c6\u7a4d\u56de\u8def\uff09\u306f\u3001\u7279\u5b9a\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5411\u3051\u306b\u8a2d\u8a08\u3055\u308c\u305f\u30c1\u30c3\u30d7\u3067\u3059\u3002\u6c4e\u7528\u30d7\u30ed\u30bb\u30c3\u30b5\u3068\u306f\u7570\u306a\u308a\u3001ASIC\u306f\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u30ec\u30d9\u30eb\u3067\u4e8b\u524d\u5b9a\u7fa9\u3055\u308c\u305f\u547d\u4ee4\u30bb\u30c3\u30c8\u3092\u5b9f\u884c\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a<\/strong>\uff08Wikipedia – Application-specific integrated circuit<\/a>\uff09\u3001\u3053\u306e\u5c02\u9580\u6027\u304c\u6bd4\u985e\u306e\u306a\u3044\u6027\u80fd\u4e0a\u306e\u5229\u70b9\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u6280\u8853\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u89b3\u70b9\u304b\u3089\u3001ASIC\u306f\u6570\u767e\u4e07\u304b\u3089\u6570\u5341\u5104\u306e\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u3092\u542b\u307f\u3001\u7279\u5b9a\u306e\u30bf\u30b9\u30af\u3092\u5bfe\u8c61\u3068\u3057\u305f\u56de\u8def\u3092\u5f62\u6210\u3057\u3066\u3044\u307e\u3059\u3002\u30b3\u30a2\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306b\u306f\u3001\u8ad6\u7406\u30b2\u30fc\u30c8\uff08AND\u3001OR\u3001NOT\u306a\u3069\u306e\u57fa\u672c\u6f14\u7b97\u3092\u5b9f\u884c\uff09\u3001\u30e1\u30e2\u30ea\u30e2\u30b8\u30e5\u30fc\u30eb\uff08\u9759\u7684\u307e\u305f\u306f\u52d5\u7684\u30e1\u30e2\u30ea\uff09\u3001\u9ad8\u901f\u76f8\u4e92\u63a5\u7d9a\u30b7\u30b9\u30c6\u30e0\u304c\u542b\u307e\u308c\u307e\u3059\uff08Supermicro – What Is an ASIC?<\/a>\uff09\u3002\u3053\u306e\u5c02\u7528\u8a2d\u8a08\u306b\u3088\u308a\u3001ASIC\u306f\u30bf\u30fc\u30b2\u30c3\u30c8\u30bf\u30b9\u30af\u306e\u6027\u80fd\u3067\u6c4e\u7528\u30d7\u30ed\u30bb\u30c3\u30b5\u3092\u5927\u5e45\u306b\u4e0a\u56de\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

ASIC\u306e\u4e3b\u8981\u306a\u6280\u8853\u7684\u7279\u5fb4<\/strong><\/h3>\n\n\n\n

ASIC\u30c1\u30c3\u30d7\u306e\u6280\u8853\u7684\u5229\u70b9\u306f\u4e3b\u306b4\u3064\u306e\u5074\u9762\u306b\u73fe\u308c\u3066\u3044\u307e\u3059\u3002\u7b2c\u4e00\u306b\u6975\u81f4\u306e\u8a08\u7b97\u6027\u80fd<\/strong>\u3067\u3059\u3002\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u30de\u30a4\u30cb\u30f3\u30b0\u3092\u4f8b\u306b\u3068\u308b\u3068\u3001\u6700\u65b0\u306eBitmain Antminer S21 XP Hydro<\/a>\u306f\u3001\u308f\u305a\u304b5,676W\u306e\u6d88\u8cbb\u96fb\u529b\u3067473 TH\/s\u306e\u30cf\u30c3\u30b7\u30e5\u30ec\u30fc\u30c8\u3092\u9054\u6210\u3057\u300112 J\/TH\u306e\u52b9\u7387\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u6027\u80fd\u306f\u3001\u3069\u306e\u6c4e\u7528\u30d7\u30ed\u30bb\u30c3\u30b5\u3067\u3082\u9054\u6210\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n\n\n\n

\u7b2c\u4e8c\u306b\u512a\u308c\u305f\u96fb\u529b\u52b9\u7387<\/strong>\u3067\u3059\u3002\u540c\u3058\u30bf\u30b9\u30af\u3092\u5b9f\u884c\u3059\u308b\u6c4e\u7528\u30d7\u30ed\u30bb\u30c3\u30b5\u3068\u6bd4\u8f03\u3057\u3066\u3001ASIC\u306e\u6d88\u8cbb\u96fb\u529b\u306f70%\u4ee5\u4e0a\u524a\u6e1b\u3067\u304d\u307e\u3059\u3002AI\u63a8\u8ad6\u30b7\u30ca\u30ea\u30aa\u3067\u306f\u3001Google TPU v5<\/a>\u306f\u6c4e\u7528GPU\u3068\u6bd4\u8f03\u3057\u3066\u5358\u4f4d\u8a08\u7b97\u30b3\u30b9\u30c8\u309270%\u524a\u6e1b\u3057\u3001Amazon Trainium 3\u306e\u6d88\u8cbb\u96fb\u529b\u306f\u6c4e\u7528GPU\u306e\u308f\u305a\u304b3\u5206\u306e1\u3067\u3059\u3002<\/p>\n\n\n\n

\u7b2c\u4e09\u306b\u30b3\u30b9\u30c8\u512a\u4f4d\u6027<\/strong>\u3067\u3059\u3002ASIC\u521d\u671f\u958b\u767a\u30b3\u30b9\u30c8\u306f\u9ad8\u984d\u3067\u3059\u304c\uff087nm\u30d7\u30ed\u30bb\u30b9\u306e\u8a2d\u8a08\u30b3\u30b9\u30c8\u306f\u7d045,000\u4e07\u30c9\u30eb<\/a>\uff09\u3001\u5927\u91cf\u751f\u7523\u5f8c\u306f\u9650\u754c\u30b3\u30b9\u30c8\u304c\u5927\u5e45\u306b\u4f4e\u4e0b\u3057\u307e\u3059\u3002Google TPU v4\u306e\u51fa\u8377\u91cf\u304c10\u4e07\u500b\u304b\u3089100\u4e07\u500b\u306b\u5897\u52a0\u3059\u308b\u3068\u3001\u4fa1\u683c\u306f3,800\u30c9\u30eb\u304b\u30891,200\u30c9\u30eb\u306b\u4e0b\u304c\u308a\u300170%\u306e\u524a\u6e1b\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u6700\u5f8c\u306b\u5c0f\u578b\u5316\u306e\u5229\u70b9<\/strong>\u3067\u3059\u3002\u5c02\u7528\u8a2d\u8a08\u306b\u3088\u308a\u3001ASIC\u306f\u3088\u308a\u5c0f\u3055\u306a\u30c1\u30c3\u30d7\u9762\u7a4d\u5185\u3067\u3088\u308a\u9ad8\u3044\u8a08\u7b97\u5bc6\u5ea6\u3092\u5b9f\u73fe\u3067\u304d\u3001\u3053\u308c\u306f\u30b9\u30da\u30fc\u30b9\u304c\u5236\u9650\u3055\u308c\u305f\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u3068\u3063\u3066\u7279\u306b\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n

ASIC\u306e\u4e3b\u8981\u306a\u5fdc\u7528\u5206\u91ce<\/strong><\/h3>\n\n\n\n

\u6697\u53f7\u901a\u8ca8\u30de\u30a4\u30cb\u30f3\u30b0\u306e\u5206\u91ce\u3067\u306f\u3001ASIC\u304c\u7d76\u5bfe\u7684\u306b\u4e3b\u6d41\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u30022024\u5e74\u306e\u30c8\u30c3\u30d7\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u30de\u30a4\u30cb\u30f3\u30b0\u6a5f\u5668\u306e\u52b9\u7387\u306f12-15 J\/TH\u306b\u9054\u3057<\/strong>\uff08Hashrate Index – Top 10 Bitcoin Mining ASIC Machines<\/a>\uff09\u30012016\u5e74\u3068\u6bd4\u8f03\u3057\u30668\u500d\u4ee5\u4e0a\u6539\u5584\u3057\u3066\u3044\u307e\u3059\u3002Bitmain\u306f\u4e16\u754c\u5e02\u5834\u30b7\u30a7\u30a2\u306e82%\u3092\u5360\u3081\u3066\u304a\u308a<\/a>\u3001Antminer\u30b7\u30ea\u30fc\u30ba\u304c\u696d\u754c\u306e\u767a\u5c55\u3092\u30ea\u30fc\u30c9\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

ASIC\u30de\u30a4\u30ca\u30fc\u6027\u80fd\u6bd4\u8f03<\/strong><\/p>\n\n\n\n

\u30e2\u30c7\u30eb<\/strong><\/td>\u30cf\u30c3\u30b7\u30e5\u30ec\u30fc\u30c8\uff08TH\/s\uff09<\/strong><\/td>\u6d88\u8cbb\u96fb\u529b\uff08W\uff09<\/strong><\/td>\u52b9\u7387\uff08J\/TH\uff09<\/strong><\/td><\/tr>
Antminer S21 XP<\/td>473<\/td>5,676<\/td>12.0<\/td><\/tr>
Antminer S21 Pro<\/td>234<\/td>3,510<\/td>15.0<\/td><\/tr>
MicroBT M50S++<\/td>298<\/td>5,066<\/td>17.0<\/td><\/tr>
Canaan A1466<\/td>195<\/td>3,420<\/td>17.5<\/td><\/tr>
MicroBT M50S<\/td>126<\/td>3,276<\/td>26.0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Antminer S21 XP\u306e473 TH\/s\u304b\u3089MicroBT M50S\u306e126 TH\/s\u307e\u3067\u3001\u3053\u308c\u3089\u306e\u30c7\u30d0\u30a4\u30b9\u306f\u7279\u5b9a\u5206\u91ce\u3067\u306eASIC\u306e\u5727\u5012\u7684\u306a\u512a\u4f4d\u6027\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u63a8\u8ad6\u306e\u9ad8\u901f\u5316\u306f\u3001ASIC\u306e\u3082\u3046\u4e00\u3064\u306e\u91cd\u8981\u306a\u6226\u5834\u3067\u3059\u3002IDC\u306f\u30012024\u5e74\u304b\u30892026\u5e74\u306e\u9593\u306b\u3001\u63a8\u8ad6\u30b7\u30ca\u30ea\u30aa\u3067\u306eASIC\u306e\u30b7\u30a7\u30a2\u304c15%\u304b\u308940%\u306b\u6210\u9577\u3057\u3001\u6700\u7d42\u7684\u306b\u63a8\u8ad6\u5e02\u5834\u306e80%\u3092\u5360\u3081\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u63a8\u8ad6\u5e02\u5834ASIC\u30b7\u30a7\u30a2\u30c8\u30ec\u30f3\u30c9<\/strong><\/p>\n\n\n\n

\u5e74<\/strong><\/td>ASIC\u5e02\u5834\u30b7\u30a7\u30a2<\/strong><\/td>\u524d\u5e74\u6bd4\u6210\u9577\u7387<\/strong><\/td><\/tr>
2024<\/td>15%<\/td>–<\/td><\/tr>
2025<\/td>25%<\/td>+67%<\/td><\/tr>
2026<\/td>40%<\/td>+60%<\/td><\/tr>
2030<\/td>80%\uff08\u4e88\u6e2c\uff09<\/td>+100%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Google\u306eTPU v6\uff08Trillium\uff09\u306fv5e\u306b\u6bd4\u3079\u30664.7\u500d\u306e\u6027\u80fd\u5411\u4e0a\u3092\u5b9f\u73fe\u3057\u3001\u307e\u3082\u306a\u304f\u30ea\u30ea\u30fc\u30b9\u3055\u308c\u308bTPU v7\uff08Ironwood\uff09\u306f\u63a8\u8ad6\u5c02\u7528\u306b\u6700\u9069\u5316\u3055\u308c\u3066\u304a\u308a\u3001AI\u5206\u91ce\u3067\u306eASIC\u306e\u5de8\u5927\u306a\u53ef\u80fd\u6027\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u6a5f\u5668\u3067\u306f\u3001ASIC\u306f\u9ad8\u901f\u30d1\u30b1\u30c3\u30c8\u8ee2\u9001\u3001\u30c7\u30a3\u30fc\u30d7\u30d1\u30b1\u30c3\u30c8\u30a4\u30f3\u30b9\u30da\u30af\u30b7\u30e7\u30f3\u3001\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u7ba1\u7406\u306a\u3069\u306e\u30b3\u30a2\u6a5f\u80fd\u3092\u51e6\u7406\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u51e6\u7406\u6027\u80fd\u6bd4\u8f03<\/strong><\/p>\n\n\n\n

\u51e6\u7406\u30bf\u30a4\u30d7<\/strong><\/td>ASIC\u30ec\u30a4\u30c6\u30f3\u30b7<\/strong><\/td>GPU\u30ec\u30a4\u30c6\u30f3\u30b7<\/strong><\/td>ASIC\u512a\u4f4d\u6027<\/strong><\/td><\/tr>
\u30d1\u30b1\u30c3\u30c8\u8ee2\u9001<\/td>2\u03bcs<\/td>100\u03bcs+<\/td>50\u500d<\/td><\/tr>
\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30c6\u30fc\u30d6\u30eb\u691c\u7d22<\/td><1\u03bcs<\/td>50\u03bcs+<\/td>50\u500d+<\/td><\/tr>
\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u30b7\u30a7\u30fc\u30d4\u30f3\u30b0<\/td>5\u03bcs<\/td>200\u03bcs+<\/td>40\u500d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

TCAM\uff08\u4e09\u5143\u9023\u60f3\u30e1\u30e2\u30ea\uff09\u6280\u8853\u3092\u4f7f\u7528\u3059\u308bASIC\u306f\u3001\u308f\u305a\u304b2\u30de\u30a4\u30af\u30ed\u79d2\u306e\u30ec\u30a4\u30c6\u30f3\u30b7\u3067\u30e9\u30a4\u30f3\u30ec\u30fc\u30c8\u51e6\u7406\u3092\u5b9f\u73fe\u3057\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u52b9\u7387\u7684\u306a\u52d5\u4f5c\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u30025G\u57fa\u5730\u5c40\u306e\u30d9\u30fc\u30b9\u30d0\u30f3\u30c9\u51e6\u7406ASIC\u3082\u3001\u7279\u5b9a\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3067\u306e\u96fb\u529b\u6700\u9069\u5316\u306e\u5229\u70b9\u3092\u540c\u69d8\u306b\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

GPU\uff1a\u4e26\u5217\u8a08\u7b97\u306e\u4e07\u80fd\u9078\u624b<\/strong><\/h2>\n\n\n\n

GPU\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u72ec\u81ea\u306e\u5229\u70b9<\/strong><\/h3>\n\n\n\n

GPU\uff08Graphics Processing Unit\u3001\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u51e6\u7406\u88c5\u7f6e\uff09\u306f\u3001\u6570\u5343\u306e\u8a08\u7b97\u30b3\u30a2\u3092\u542b\u3080\u5927\u898f\u6a21\u4e26\u5217\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u8a2d\u8a08\u3092\u63a1\u7528\u3057\u3066\u3044\u307e\u3059\u3002NVIDIA RTX 4090<\/a>\u3092\u4f8b\u306b\u3068\u308b\u3068\u300116,384\u500b\u306eCUDA\u30b3\u30a2\u3092\u6301\u3061\u3001\u5927\u91cf\u306e\u4e26\u5217\u30bf\u30b9\u30af\u3092\u540c\u6642\u306b\u51e6\u7406\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u3088\u308a\u3001GPU\u306f\u8907\u96d1\u306a\u8a08\u7b97\u3068\u591a\u69d8\u306a\u30bf\u30b9\u30af\u3092\u51e6\u7406\u3059\u308b\u306e\u306b\u7406\u60f3\u7684\u306b\u306a\u308a\u307e\u3059<\/strong>\u3002<\/p>\n\n\n\n

\u73fe\u4ee3\u306eGPU\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306f\u9032\u5316\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002NVIDIA\u306eAda Lovelace\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306fTSMC 4N\u30d7\u30ed\u30bb\u30b9\u3092\u4f7f\u7528\u3057\u3001763\u5104\u500b\u306e\u30c8\u30e9\u30f3\u30b8\u30b9\u30bf\u3092\u7d71\u5408\u3057\u3001\u7b2c3\u4e16\u4ee3RT\u30b3\u30a2\u3068\u7b2c4\u4e16\u4ee3Tensor\u30b3\u30a2\u3092\u642d\u8f09\u3057\u3066\u3044\u307e\u3059\u3002AMD\u306eRDNA 3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306f\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u8a2d\u8a08\u3092\u5148\u99c6\u7684\u306b\u63a1\u7528\u3057\u3001RDNA 2\u3068\u6bd4\u8f03\u3057\u3066\u30ef\u30c3\u30c8\u3042\u305f\u308a\u306e\u6027\u80fd\u309250%\u5411\u4e0a\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u9769\u65b0\u306b\u3088\u308a\u3001GPU\u306f\u6c4e\u7528\u6027\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u5c02\u9580\u7684\u306a\u8a08\u7b97\u80fd\u529b\u3092\u7d99\u7d9a\u7684\u306b\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n

GPU\u306e\u67d4\u8edf\u306a\u30d7\u30ed\u30b0\u30e9\u30de\u30d3\u30ea\u30c6\u30a3\u306f\u3001\u305d\u306e\u30b3\u30a2\u5229\u70b9\u306e1\u3064\u3067\u3059\u3002CUDA\u3084OpenCL\u306a\u3069\u306e\u30d7\u30ed\u30b0\u30e9\u30df\u30f3\u30b0\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3053\u3068\u3067\u3001\u958b\u767a\u8005\u306f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u4f7f\u7528\u3057\u3066GPU\u6a5f\u80fd\u3092\u5b9a\u7fa9\u3067\u304d\u3001\u9032\u5316\u3059\u308b\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u8981\u4ef6\u3078\u306e\u9069\u5fdc\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u3055\u3089\u306b\u3001GPU\u306f\u6975\u3081\u3066\u9ad8\u3044\u30e1\u30e2\u30ea\u5e2f\u57df\u5e45\u3092\u6301\u3063\u3066\u3044\u307e\u3059 – NVIDIA H100<\/a>\u306fHBM3\u30e1\u30e2\u30ea\u3092\u642d\u8f09\u3057\u3001\u6700\u59273.35 TB\/s\u306e\u5e2f\u57df\u5e45\u3092\u63d0\u4f9b\u3057\u3001\u5927\u898f\u6a21\u30e2\u30c7\u30eb\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u5f37\u529b\u306a\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

GPU\u306e\u6280\u8853\u4ed5\u69d8\u3068\u6027\u80fd<\/strong><\/h3>\n\n\n\n

\u30b2\u30fc\u30e0\u3068\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u30ec\u30f3\u30c0\u30ea\u30f3\u30b0\u3067\u306f\u3001GPU\u306f\u5f37\u529b\u306a\u80fd\u529b\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002RTX 4090\u306f4K\u89e3\u50cf\u5ea6\u3067\u5e73\u5747116 FPS\u3092\u9054\u6210<\/strong>\uff08Tom’s Hardware – GPU benchmarks hierarchy<\/a>\uff09\u3057\u3001\u307e\u3082\u306a\u304f\u30ea\u30ea\u30fc\u30b9\u3055\u308c\u308bRTX 5090\u306fRTX 4090\u3088\u308a24%\u9ad8\u901f\u3067\u3001144 FPS\u306b\u9054\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

GPU\u30b2\u30fc\u30df\u30f3\u30b0\u6027\u80fd\u6bd4\u8f03\uff084K\u89e3\u50cf\u5ea6\uff09<\/strong><\/p>\n\n\n\n

GPU\u30e2\u30c7\u30eb<\/strong><\/td>\u5e73\u5747FPS<\/strong><\/td>RTX 4090\u6bd4<\/strong><\/td><\/tr>
RTX 5090<\/td>144 FPS<\/td>+24%<\/td><\/tr>
RTX 4090<\/td>116 FPS<\/td>\u57fa\u6e96<\/td><\/tr>
RX 7900 XTX<\/td>95 FPS<\/td>-18%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u30ec\u30a4\u30c8\u30ec\u30fc\u30b7\u30f3\u30b0\u6027\u80fd\u3067\u306f\u3001RTX 5090\u306f\u524d\u4e16\u4ee3\u3088\u308a27%\u5411\u4e0a\u3057\u3001DLSS 4\u6280\u8853\u306f\u6700\u59274\u500d\u306e\u6027\u80fd\u5411\u4e0a\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002AMD\u306eRX 7900 XTX\u306f\u3001\u7d76\u5bfe\u6027\u80fd\u3067\u306f\u308f\u305a\u304b\u306b\u52a3\u308a\u307e\u3059\u304c\u300195 FPS\u3067\u4f9d\u7136\u3068\u3057\u3066\u5370\u8c61\u7684\u306a\u7d50\u679c\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306f\u3001GPU\u306e\u3082\u3046\u4e00\u3064\u306e\u91cd\u8981\u306a\u5fdc\u7528\u5206\u91ce\u3067\u3059\u300280GB HBM3\u30e1\u30e2\u30ea\u3092\u642d\u8f09\u3057\u305fNVIDIA H100\u306f\u30013.35 TB\/s\u306e\u30e1\u30e2\u30ea\u5e2f\u57df\u5e45\u306b\u9054\u3057\u3001\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3067A100\u3088\u308a4\u500d\u9ad8\u901f\u3067\u3059\u3002<\/p>\n\n\n\n

GPU AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u6027\u80fd\u6bd4\u8f03<\/strong><\/p>\n\n\n\n

GPU\u30e2\u30c7\u30eb<\/strong><\/td>\u30e1\u30e2\u30ea<\/strong><\/td>\u5e2f\u57df\u5e45<\/strong><\/td>\u76f8\u5bfe\u6027\u80fd<\/strong><\/td><\/tr>
H100<\/td>80GB HBM3<\/td>3.35 TB\/s<\/td>4.0\u500d<\/td><\/tr>
A100<\/td>80GB HBM2e<\/td>2.0 TB\/s<\/td>1.0\u500d<\/td><\/tr>
RTX 4090<\/td>24GB GDDR6X<\/td>1.0 TB\/s<\/td>0.6\u500d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

PyTorch\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3067\u306f\u3001A100\u306fGPU\u3042\u305f\u308a\u6bce\u79d24,550\u30c8\u30fc\u30af\u30f3\u3092\u51e6\u7406\u3067\u304d\uff08Granite 7B\u30e2\u30c7\u30eb\uff09\u3001\u81ea\u52d5\u6df7\u5408\u7cbe\u5ea6\uff08AMP\uff09\u6280\u8853\u306b\u3088\u308a\u6027\u80fd\u306f\u307b\u307c\u500d\u5897\u3057\u307e\u3059\u3002\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u30b0\u30ec\u30fc\u30c9\u306eRTX 4090\u306f\u300124GB GDDR6X\u30e1\u30e2\u30ea\u30681.0 TB\/s\u5e2f\u57df\u5e45\u3057\u304b\u3042\u308a\u307e\u305b\u3093\u304c\u3001AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3067\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30ebA100\u306e60%\u306e\u6027\u80fd\u3092\u9054\u6210\u3057\u3001\u512a\u308c\u305f\u4fa1\u5024\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u6c4e\u7528\u8a08\u7b97\uff08GPGPU\uff09\u3067\u306f\u3001H100\u306eDPX\u547d\u4ee4\u306f\u975eAI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b7\u500d\u306e\u9ad8\u901f\u5316\u3092\u63d0\u4f9b\u3057\u3001FP64\u7cbe\u5ea6\u8a08\u7b97\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u79d1\u5b66\u8a08\u7b97\u3067\u512a\u308c\u305f\u6027\u80fd\u3092\u767a\u63ee\u3057\u307e\u3059\u3002\u30de\u30eb\u30c1\u30a4\u30f3\u30b9\u30bf\u30f3\u30b9GPU\uff08MIG\uff09\u6280\u8853\u306b\u3088\u308a\u3001\u5358\u4e00\u306eGPU\u3092\u8907\u6570\u306e\u72ec\u7acb\u3057\u305f\u30a4\u30f3\u30b9\u30bf\u30f3\u30b9\u306b\u5206\u5272\u3067\u304d\u3001\u30ea\u30bd\u30fc\u30b9\u5229\u7528\u7387\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002<\/p>\n\n\n\n

GPU\u306e\u591a\u69d8\u306a\u5fdc\u7528\u30b7\u30ca\u30ea\u30aa<\/strong><\/h3>\n\n\n\n

GPU\u306e\u5fdc\u7528\u306f\u6975\u3081\u3066\u5e83\u7bc4\u56f2\u3067\u3059\u3002\u30b3\u30f3\u30c6\u30f3\u30c4\u4f5c\u6210\u3067\u306f\u3001GPU\u306f\u30d3\u30c7\u30aa\u7de8\u96c6\u30013D\u30ec\u30f3\u30c0\u30ea\u30f3\u30b0\u3001\u30a8\u30d5\u30a7\u30af\u30c8\u51e6\u7406\u3092\u9ad8\u901f\u5316\u3057\u307e\u3059\u3002\u79d1\u5b66\u7814\u7a76\u3067\u306f\u3001GPU\u306f\u5206\u5b50\u52d5\u529b\u5b66\u30b7\u30df\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u6c17\u5019\u30e2\u30c7\u30ea\u30f3\u30b0\u3001\u30b2\u30ce\u30e0\u89e3\u6790\u306b\u4f7f\u7528\u3055\u308c\u307e\u3059\u3002\u91d1\u878d\u3067\u306f\u3001GPU\u306f\u30ea\u30b9\u30af\u5206\u6790\u3068\u9ad8\u983b\u5ea6\u53d6\u5f15\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u3092\u9ad8\u901f\u5316\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u6697\u53f7\u901a\u8ca8\u30de\u30a4\u30cb\u30f3\u30b0\u306f\u3082\u306f\u3084GPU\u306e\u4e3b\u8981\u306a\u7528\u9014\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u7279\u5b9a\u306eASIC\u8010\u6027\u30b3\u30a4\u30f3\u3067\u306f\u4f9d\u7136\u3068\u3057\u3066\u5229\u70b9\u304c\u3042\u308a\u307e\u3059\u3002RTX 4090\u306f140 MH\/s\u306eEthash\u30cf\u30c3\u30b7\u30e5\u30ec\u30fc\u30c8\u3092\u9054\u6210\u3067\u304d<\/a>\u3001RX 7900 XTX\u306fEquihash\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u3067\u512a\u308c\u305f\u6027\u80fd\u3092\u767a\u63ee\u3057\u3001Kaspa\u3001Ergo\u3001Ravencoin\u306a\u3069\u306e\u30b3\u30a4\u30f3\u306e\u30de\u30a4\u30cb\u30f3\u30b0\u306b\u9069\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

ASIC\u3068GPU\u306e\u8a73\u7d30\u306a\u6bd4\u8f03\u5206\u6790<\/strong><\/h2>\n\n\n\n

ASIC\u5bfeGPU\u6027\u80fd\u6307\u6a19\u6bd4\u8f03<\/strong><\/p>\n\n\n\n

\u6307\u6a19<\/strong><\/td>ASIC<\/strong><\/td>GPU<\/strong><\/td>\u512a\u4f4d\u6027<\/strong><\/td><\/tr>
\u5358\u4e00\u30bf\u30b9\u30af\u6027\u80fd<\/td>100%<\/td>10-20%<\/td>ASIC<\/td><\/tr>
\u96fb\u529b\u52b9\u7387<\/td>90%<\/td>30%<\/td>ASIC<\/td><\/tr>
\u958b\u767a\u30b3\u30b9\u30c8<\/td>$50M+<\/td>$0<\/td>GPU<\/td><\/tr>
\u67d4\u8edf\u6027<\/td>\u6975\u3081\u3066\u4f4e\u3044<\/td>\u6975\u3081\u3066\u9ad8\u3044<\/td>GPU<\/td><\/tr>
\u5bff\u547d<\/td>2-3\u5e74<\/td>4-6\u5e74<\/td>GPU<\/td><\/tr>
\u5fdc\u7528\u7bc4\u56f2<\/td>\u5358\u4e00<\/td>\u5e83\u7bc4<\/td>GPU<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u6027\u80fd\u3068\u6d88\u8cbb\u96fb\u529b\u306e\u5b9a\u91cf\u7684\u6bd4\u8f03<\/strong><\/h3>\n\n\n\n

\u7279\u5b9a\u30bf\u30b9\u30af\u306e\u6027\u80fd\u6bd4\u8f03\u3067\u306f\u3001ASIC\u306f\u5727\u5012\u7684\u306a\u512a\u4f4d\u6027\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u30de\u30a4\u30cb\u30f3\u30b0\u3067\u306f\u3001ASIC\u306e\u30ef\u30c3\u30c8\u3042\u305f\u308a\u306e\u30cf\u30c3\u30b7\u30e5\u30ec\u30fc\u30c8\u306fGPU\u306e200\u4e07\u500d\u4ee5\u4e0a\u3067\u3059<\/strong>\uff08Bitdeer – ASIC vs GPU Comparison<\/a>\uff09\u3002<\/p>\n\n\n\n

\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u30de\u30a4\u30cb\u30f3\u30b0\u6027\u80fd\u6bd4\u8f03<\/strong><\/p>\n\n\n\n

\u6a5f\u5668<\/strong><\/td>\u30cf\u30c3\u30b7\u30e5\u30ec\u30fc\u30c8<\/strong><\/td>\u6d88\u8cbb\u96fb\u529b<\/strong><\/td>\u52b9\u7387\uff08TH\/s per kW\uff09<\/strong><\/td><\/tr>
ASIC\uff08S19 Pro\uff09<\/td>110 TH\/s<\/td>3,250W<\/td>33.8<\/td><\/tr>
GPU\uff0820x 4090\uff09<\/td><0.1 TH\/s<\/td>9,000W<\/td>0.00001<\/td><\/tr>
\u6027\u80fd\u5dee<\/td>1,100\u500d<\/td>0.36\u500d<\/td>3,380,000\u500d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Antminer S19 Pro\u3092\u4f8b\u306b\u3068\u308b\u3068\u30013,250W\u306e\u6d88\u8cbb\u96fb\u529b\u3067110 TH\/s\u306e\u30cf\u30c3\u30b7\u30e5\u30ec\u30fc\u30c8\u3092\u751f\u6210\u3057\u30011\u30ad\u30ed\u30ef\u30c3\u30c8\u3042\u305f\u308a33.8 TH\/s\u306e\u52b9\u7387\u306b\u76f8\u5f53\u3057\u307e\u3059\u3002\u5bfe\u7167\u7684\u306b\u300120\u679a\u306eRTX 4090\uff08\u7dcf\u96fb\u529b9,000W\uff09\u3092\u4f7f\u7528\u3057\u3066\u3082\u3001\u30cf\u30c3\u30b7\u30e5\u30ec\u30fc\u30c8\u306f0.1 TH\/s\u672a\u6e80\u3067\u3001\u52b9\u7387\u306f\u308f\u305a\u304b1\u30ad\u30ed\u30ef\u30c3\u30c8\u3042\u305f\u308a0.00001 TH\/s\u3067\u3059\u3002<\/p>\n\n\n\n

AI\u63a8\u8ad6\u30bf\u30b9\u30af\u3067\u306f\u3001ASIC\u306e\u5229\u70b9\u3082\u540c\u69d8\u306b\u660e\u767d\u3067\u3059\u3002\u30c6\u30b9\u30c8\u30c7\u30fc\u30bf\u306b\u3088\u308b\u3068\u3001\u5c02\u7528AI ASIC\u306f\u884c\u5217\u6f14\u7b97\u306a\u3069\u306e\u30b3\u30a2\u30bf\u30b9\u30af\u3067GPU\u3088\u308a50%\u52b9\u7387\u7684\u3067\u3001\u6d88\u8cbb\u96fb\u529b\u306f30%\u4f4e\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u6027\u80fd\u6bd4\u8f03<\/strong><\/p>\n\n\n\n

\u30bf\u30b9\u30af\u30bf\u30a4\u30d7<\/strong><\/td>ASIC\u512a\u4f4d\u6027<\/strong><\/td>GPU\u512a\u4f4d\u6027<\/strong><\/td>\u6700\u9069\u306a\u9078\u629e<\/strong><\/td><\/tr>
AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0<\/td>\u4f4e\u3044<\/td>\u6975\u3081\u3066\u9ad8\u3044<\/td>GPU<\/td><\/tr>
AI\u63a8\u8ad6<\/td>\u6975\u3081\u3066\u9ad8\u3044<\/td>\u4e2d\u7a0b\u5ea6<\/td>ASIC<\/td><\/tr>
\u30e2\u30c7\u30eb\u958b\u767a<\/td>\u306a\u3057<\/td>\u6975\u3081\u3066\u9ad8\u3044<\/td>GPU<\/td><\/tr>
\u30a8\u30c3\u30b8\u5c55\u958b<\/td>\u6975\u3081\u3066\u9ad8\u3044<\/td>\u4f4e\u3044<\/td>ASIC<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Groq\u306eLPU\u306f\u3001NVIDIA GPU\u3088\u308a10\u500d\u9ad8\u901f\u3067\u3042\u308a\u306a\u304c\u3089\u3001\u6d88\u8cbb\u96fb\u529b\u306f\u308f\u305a\u304b10\u5206\u306e1\u3067\u3042\u308b\u3068\u4e3b\u5f35\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u3057\u304b\u3057\u3001\u67d4\u8edf\u6027\u3092\u5fc5\u8981\u3068\u3059\u308b\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3067\u306f\u3001GPU\u306e\u5229\u70b9\u304c\u969b\u7acb\u3061\u307e\u3059\u3002GPU\u306f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3092\u901a\u3058\u3066\u65b0\u3057\u3044\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u3092\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u307e\u3059\u304c\u3001ASIC\u306f\u88fd\u9020\u5f8c\u306b\u6a5f\u80fd\u3092\u5909\u66f4\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u3053\u308c\u306b\u3088\u308a\u3001GPU\u306f\u7814\u7a76\u958b\u767a\u3001\u30d7\u30ed\u30c8\u30bf\u30a4\u30d4\u30f3\u30b0\u3001\u591a\u69d8\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3067\u3088\u308a\u6709\u5229\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u5305\u62ec\u7684\u306a\u30b3\u30b9\u30c8\u52b9\u679c\u5206\u6790<\/strong><\/h3>\n\n\n\n

ASIC\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\uff08TCO\uff09\u5206\u6790\u306f\u3001\u5927\u898f\u6a21\u3067\u5b89\u5b9a\u3057\u305f\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3067\u660e\u78ba\u306a\u5229\u70b9\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u521d\u671f\u6295\u8cc7\u306f\u9ad8\u984d\u3067\u3059\u304c\uff08\u30e6\u30cb\u30c3\u30c8\u3042\u305f\u308a5,000\u301c30,000\u30c9\u30eb\uff09\u30012\u301c3\u5e74\u306e\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u306b\u308f\u305f\u3063\u3066\u3001\u5358\u4f4d\u8a08\u7b97\u30b3\u30b9\u30c8\u306fGPU\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u4f4e\u304f\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001ASIC\u306f\u6025\u901f\u306a\u6e1b\u4fa1\u511f\u5374\u306e\u554f\u984c\u306b\u76f4\u9762\u3057\u3001\u65b0\u4e16\u4ee3\u304c\u767a\u58f2\u3055\u308c\u308b\u3068\u6a5f\u5668\u306e\u4fa1\u5024\u304c\u6025\u843d\u3057\u3001\u6b8b\u5b58\u4fa1\u5024\u306f\u6700\u5c0f\u9650\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u30b3\u30b9\u30c8\u3068\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u6bd4\u8f03<\/strong><\/p>\n\n\n\n

\u9805\u76ee<\/strong><\/td>ASIC<\/strong><\/td>GPU<\/strong><\/td><\/tr>
\u521d\u671f\u6295\u8cc7<\/td>$5,000-30,000<\/td>$1,700-2,000<\/td><\/tr>
\u5bff\u547d<\/td>2-3\u5e74<\/td>4-6\u5e74<\/td><\/tr>
\u6b8b\u5b58\u4fa1\u5024<\/td><10%<\/td>40-60%<\/td><\/tr>
ROI\u671f\u9593<\/td>12-18\u30f6\u6708<\/td>18-24\u30f6\u6708<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u7dcf\u6240\u6709\u30b3\u30b9\u30c8\u6bd4\u8f03<\/strong><\/p>\n\n\n\n

\u30b3\u30b9\u30c8\u30bf\u30a4\u30d7<\/strong><\/td>ASIC<\/strong><\/td>GPU<\/strong><\/td>\u512a\u4f4d\u6027<\/strong><\/td><\/tr>
\u521d\u671f\u30b3\u30b9\u30c8<\/td>\u6975\u3081\u3066\u9ad8\u3044<\/td>\u4f4e\u3044<\/td>GPU<\/td><\/tr>
\u904b\u7528\u30b3\u30b9\u30c8<\/td>\u4f4e\u3044<\/td>\u4e2d\u7a0b\u5ea6<\/td>ASIC<\/td><\/tr>
\u6e1b\u4fa1\u511f\u5374\u30b3\u30b9\u30c8<\/td>\u6975\u3081\u3066\u9ad8\u3044<\/td>\u4e2d\u7a0b\u5ea6<\/td>GPU<\/td><\/tr>
\u8ee2\u58f2\u4fa1\u5024<\/td>\u6975\u3081\u3066\u4f4e\u3044<\/td>\u9ad8\u3044<\/td>GPU<\/td><\/tr>
TCO\uff08\u5927\u898f\u6a21\uff09<\/td>\u4f4e\u3044<\/td>\u9ad8\u3044<\/td>ASIC<\/td><\/tr>
TCO\uff08\u5c0f\u898f\u6a21\uff09<\/td>\u9ad8\u3044<\/td>\u4f4e\u3044<\/td>GPU<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

GPU\u306e\u30b3\u30b9\u30c8\u69cb\u9020\u306f\u3088\u308a\u67d4\u8edf\u3067\u3059\u3002RTX 4090\u306a\u3069\u306e\u30cf\u30a4\u30a8\u30f3\u30c9GPU\u306f1,700\u301c2,000\u30c9\u30eb<\/strong>\u3001\u30df\u30c3\u30c9\u30ec\u30f3\u30b8\u88fd\u54c1\u306f500\u301c1,000\u30c9\u30eb\u3067\u3001\u826f\u597d\u306a\u4fa1\u5024\u4fdd\u6301\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002GPU\u306e\u6c4e\u7528\u6027\u306b\u3088\u308a\u3001\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u7d42\u4e86\u5f8c\u3082\u8ee2\u58f2\u307e\u305f\u306f\u518d\u5229\u7528\u304c\u53ef\u80fd\u3067\u30014\u301c6\u5e74\u306e\u5bff\u547d\u306fASIC\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u300140\u301c60%\u306e\u6b8b\u5b58\u4fa1\u5024\u3092\u7dad\u6301\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

ROI\u306e\u89b3\u70b9\u304b\u3089\u3001ASIC\u306f\u5b89\u5b9a\u3057\u305f\u5927\u898f\u6a21\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306712\u301c18\u30f6\u6708\u306eROI\u30b5\u30a4\u30af\u30eb\u3092\u6301\u3061\u3001GPU\u306f18\u301c24\u30f6\u6708\u3092\u5fc5\u8981\u3068\u3057\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30ea\u30b9\u30af\u8981\u56e0\u3092\u8003\u616e\u3059\u308b\u3068\u3001ASIC\u306e\u9ad8\u30ea\u30b9\u30af\u306fGPU\u306e\u4e2d\u7a0b\u5ea6\u306e\u30ea\u30b9\u30af\u3068\u9bae\u660e\u306a\u5bfe\u7167\u3092\u306a\u3057\u3066\u3044\u307e\u3059\u3002ASIC\u306f\u5927\u898f\u6a21\u306a\u9577\u671f\u904b\u7528\u3067\u30b3\u30b9\u30c8\u512a\u4f4d\u6027\u3092\u6301\u3061\u3001GPU\u306f\u5c0f\u898f\u6a21\u306a\u77ed\u671f\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u9069\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u6280\u8853\u958b\u767a\u30c8\u30ec\u30f3\u30c9\u306e\u6bd4\u8f03<\/strong><\/h3>\n\n\n\n

\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u306e\u9032\u6b69\u306f\u3001\u4e21\u65b9\u306e\u30c1\u30c3\u30d7\u30bf\u30a4\u30d7\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u30022025\u5e74\u306f2nm\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u5c55\u958b\u306e\u91cd\u8981\u306a\u5e74\u306b\u306a\u308a\u307e\u3059<\/strong>\uff08Deloitte – 2025 semiconductor industry outlook<\/a>\uff09\u3001TSMC\u3068\u30b5\u30e0\u30b9\u30f3\u304c\u7a4d\u6975\u7684\u306b\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u534a\u5c0e\u4f53\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u9032\u5316\u30bf\u30a4\u30e0\u30e9\u30a4\u30f3<\/strong><\/p>\n\n\n\n

\u5e74<\/strong><\/td>\u6280\u8853\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3<\/strong><\/td>\u5e02\u5834\u3078\u306e\u5f71\u97ff<\/strong><\/td><\/tr>
2024<\/td>5nm\u6210\u719f\u751f\u7523<\/td>GPU\u5e02\u5834653\u5104\u30c9\u30eb\u306b\u5230\u9054<\/td><\/tr>
2025<\/td>3nm\u91cf\u7523\u30012nm\u8a66\u4f5c<\/td>CoWoS\u5bb9\u91cf\u304c66\u4e07\u30a6\u30a7\u30cf\u30fc\u306b\u500d\u5897<\/td><\/tr>
2026<\/td>2nm\u5546\u7528\u5316<\/td>AI ASIC\u5e02\u5834\u30b7\u30a7\u30a240%\u306b\u5230\u9054<\/td><\/tr>
2029<\/td>\u5148\u9032\u30d7\u30ed\u30bb\u30b9\u304c\u4e3b\u6d41<\/td>GPU\u5e02\u58342,742\u5104\u30c9\u30eb\u306b\u5230\u9054<\/td><\/tr>
2035<\/td>\u65b0\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u6642\u4ee3<\/td>\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u5e02\u58344,110\u5104\u30c9\u30eb\u306b\u5230\u9054<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

2024\u5e74\u306e5nm\u30d7\u30ed\u30bb\u30b9\u6210\u719f\u304b\u3089\u30012025\u5e74\u306e3nm\u91cf\u7523\u30682nm\u8a66\u4f5c\u3001\u305d\u3057\u30662026\u5e74\u306e2nm\u5546\u7528\u5316\u307e\u3067\u3001\u6280\u8853\u9032\u5316\u306e\u30da\u30fc\u30b9\u306f\u52a0\u901f\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002TSMC\u306eCoWoS\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u5bb9\u91cf\u306f33\u4e07\u304b\u308966\u4e07\u30a6\u30a7\u30cf\u30fc\u306b\u5897\u52a0\u3057\u307e\u3059<\/a>\u3001\u9ad8\u6027\u80fd\u30c1\u30c3\u30d7\u306b\u3088\u308a\u826f\u3044\u30b5\u30dd\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u5e02\u5834\u898f\u6a21\u4e88\u6e2c\uff08\u5358\u4f4d\uff1a10\u5104\u7c73\u30c9\u30eb\uff09<\/strong><\/p>\n\n\n\n

\u5e02\u5834\u30ab\u30c6\u30b4\u30ea\u30fc<\/strong><\/td>2024<\/strong><\/td>2029<\/strong><\/td>CAGR<\/strong><\/td><\/tr>
GPU\u5e02\u5834<\/td>65.3<\/td>274.2<\/td>33.2%<\/td><\/tr>
AI\u30c1\u30c3\u30d7<\/td>120.5<\/td>311.6<\/td>35.8%<\/td><\/tr>
\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8<\/td>15.2<\/td>411.0<\/td>48.3%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u5e02\u5834\u898f\u6a21\u306b\u95a2\u3057\u3066\u3001GPU\u5e02\u5834\u306f2024\u5e74\u306e653\u5104\u30c9\u30eb\u304b\u30892029\u5e74\u306e2,742\u5104\u30c9\u30eb\u306b\u6210\u9577\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3001CAGR\u306f33.2%\u3067\u3059\u3002AI\u30c1\u30c3\u30d7\u5e02\u5834\u306e\u6210\u9577\u306f\u3055\u3089\u306b\u6025\u901f\u3067\u30012029\u5e74\u307e\u3067\u306b3,116\u5104\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3001CAGR\u306f35.8%\u3067\u3059\u3002<\/p>\n\n\n\n

\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u6280\u8853\u306f\u30b2\u30fc\u30e0\u3092\u5909\u3048\u3066\u304a\u308a\u30012035\u5e74\u307e\u3067\u306b\u5e02\u5834\u898f\u6a21\u306f4,110\u5104\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3001CAGR\u306f48.3%\u3068\u9ad8\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u6280\u8853\u63a1\u7528\u30c8\u30ec\u30f3\u30c9<\/strong><\/p>\n\n\n\n

\u5e74<\/strong><\/td>\u5e02\u5834\u63a1\u7528\u7387<\/strong><\/td>\u4e88\u6e2c\u5e02\u5834\u898f\u6a21<\/strong><\/td><\/tr>
2024<\/td>10%<\/td>152\u5104\u30c9\u30eb<\/td><\/tr>
2026<\/td>25%<\/td>580\u5104\u30c9\u30eb<\/td><\/tr>
2029<\/td>50%<\/td>1,520\u5104\u30c9\u30eb<\/td><\/tr>
2035<\/td>85%<\/td>4,110\u5104\u30c9\u30eb<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u3053\u306e\u6280\u8853\u306b\u3088\u308a\u3001ASIC\u3068GPU\u306e\u4e21\u65b9\u304c\u30e2\u30b8\u30e5\u30e9\u30fc\u8a2d\u8a08\u3092\u5b9f\u73fe\u3057\u3001\u6b69\u7559\u307e\u308a\u3092\u6539\u5584\u3057\u3001\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3001\u88fd\u54c1\u30a4\u30c6\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u52a0\u901f\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n

AI\u5e02\u5834\u306e\u7206\u767a\u7684\u306a\u6210\u9577\u306f\u3001\u4e21\u65b9\u306e\u6280\u8853\u306e\u9032\u5316\u3092\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002AI\u63a8\u8ad6\u5e02\u5834\u3067\u306f\u3001ASIC\u306e\u30b7\u30a7\u30a2\u306f2024\u5e74\u306e15%\u304b\u30892026\u5e74\u306e40%\u306b\u6210\u9577\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001\u30a8\u30c3\u30b8\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3068IoT\u306f\u5c02\u7528\u30c1\u30c3\u30d7\u306b\u65b0\u3057\u3044\u6a5f\u4f1a\u3092\u3082\u305f\u3089\u3057\u3001\u91cf\u5b50\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u958b\u767a\u306f\u9577\u671f\u7684\u306b\u8a08\u7b97\u74b0\u5883\u5168\u4f53\u3092\u5909\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u9069\u5207\u306a\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u9078\u629e\u65b9\u6cd5<\/strong><\/h2>\n\n\n\n

\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30b7\u30ca\u30ea\u30aa\u6c7a\u5b9a\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af<\/strong><\/h3>\n\n\n\n

ASIC\u3068GPU\u306e\u3069\u3061\u3089\u3092\u9078\u629e\u3059\u308b\u304b\u306f\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u8981\u4ef6\u306e\u6b63\u78ba\u306a\u8a55\u4fa1\u306b\u304b\u304b\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n

\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30b7\u30ca\u30ea\u30aa\u9069\u5408\u6027\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0<\/strong><\/p>\n\n\n\n

\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3<\/strong><\/td>ASIC\u9069\u5408\u6027<\/strong><\/td>GPU\u9069\u5408\u6027<\/strong><\/td>\u63a8\u5968<\/strong><\/td><\/tr>
\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u30de\u30a4\u30cb\u30f3\u30b0<\/td>\u512a\u79c0<\/td>\u4e0d\u826f<\/td>ASIC<\/td><\/tr>
AI\u30e2\u30c7\u30eb\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0<\/td>\u4e0d\u826f<\/td>\u512a\u79c0<\/td>GPU<\/td><\/tr>
AI\u63a8\u8ad6\u30b5\u30fc\u30d3\u30b9<\/td>\u826f\u597d<\/td>\u666e\u901a<\/td>\u898f\u6a21\u306b\u3088\u308b<\/td><\/tr>
\u30b2\u30fc\u30e0\u30ec\u30f3\u30c0\u30ea\u30f3\u30b0<\/td>\u8a72\u5f53\u306a\u3057<\/td>\u512a\u79c0<\/td>GPU<\/td><\/tr>
\u79d1\u5b66\u8a08\u7b97<\/td>\u4e0d\u826f<\/td>\u826f\u597d<\/td>GPU<\/td><\/tr>
\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0<\/td>\u512a\u79c0<\/td>\u8a72\u5f53\u306a\u3057<\/td>ASIC<\/td><\/tr>
\u30d7\u30ed\u30c8\u30bf\u30a4\u30d7\u958b\u767a<\/td>\u8a72\u5f53\u306a\u3057<\/td>\u512a\u79c0<\/td>GPU<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u6c7a\u5b9a\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306e\u5b89\u5b9a\u6027\u8a55\u4fa1\u304b\u3089\u59cb\u3081\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u304c\u4e0d\u5b89\u5b9a\u307e\u305f\u306f\u958b\u767a\u4e2d\u306e\u5834\u5408\u3001GPU\u304c\u8ce2\u660e\u306a\u9078\u629e\u3067\u3059\u3002\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u304c\u5b89\u5b9a\u3057\u3066\u3044\u308b\u5834\u5408\u306f\u3001\u5c55\u958b\u898f\u6a21\u3092\u8a55\u4fa1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u898f\u6a21\u304c10,000\u30e6\u30cb\u30c3\u30c8\u672a\u6e80\u306e\u5834\u5408\u3001GPU\u306e\u67d4\u8edf\u6027\u306e\u5229\u70b9\u304c\u660e\u3089\u304b\u3067\u3059\u3002\u3053\u306e\u898f\u6a21\u3092\u8d85\u3048\u308b\u5834\u5408\u306f\u3001\u6027\u80fd\u306e\u91cd\u8981\u6027\u3092\u3055\u3089\u306b\u691c\u8a0e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u6027\u80fd\u304c\u6c7a\u5b9a\u7684\u306a\u8981\u56e0\u3067\u3042\u308b\u5834\u5408\u3001ASIC\u306f\u9593\u9055\u3044\u306a\u304f\u6700\u826f\u306e\u9078\u629e\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u6027\u80fd\u304c\u4e3b\u8981\u306a\u61f8\u5ff5\u4e8b\u9805\u3067\u306a\u3044\u5834\u5408\u306f\u3001\u30b3\u30b9\u30c8\u611f\u5ea6\u3092\u8a55\u4fa1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30b3\u30b9\u30c8\u306b\u654f\u611f\u306a\u30e6\u30fc\u30b6\u30fc\u306fGPU\u3092\u9078\u629e\u3059\u3079\u304d\u3067\u3001\u30b3\u30b9\u30c8\u611f\u5ea6\u304c\u4f4e\u3044\u30e6\u30fc\u30b6\u30fc\u306f\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u5c55\u958b\u3092\u691c\u8a0e\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n

\u5b89\u5b9a\u3057\u305f\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u3001\u5927\u898f\u6a21\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30af\u30ea\u30c6\u30a3\u30ab\u30eb\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u306f\u3001ASIC\u304c\u6700\u826f\u306e\u9078\u629e\u3067\u3059<\/strong>\u3002\u5178\u578b\u7684\u306a\u30b7\u30ca\u30ea\u30aa\u306b\u306f\u3001\u5927\u898f\u6a21\u306a\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u30de\u30a4\u30cb\u30f3\u30b0\u3001\u30af\u30e9\u30a6\u30c9AI\u63a8\u8ad6\u30b5\u30fc\u30d3\u30b9\u3001\u30ad\u30e3\u30ea\u30a2\u30b0\u30ec\u30fc\u30c9\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u6a5f\u5668\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u751f\u7523\u898f\u6a21\u304c10,000\u30e6\u30cb\u30c3\u30c8\u3092\u8d85\u3048\u3001\u9700\u8981\u304c\u5b89\u5b9a\u3057\u3066\u3044\u308b\u5834\u5408\u3001ASIC\u306e\u5229\u70b9\u304c\u6700\u3082\u9855\u8457\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

GPU\u306f\u3001\u8981\u4ef6\u304c\u5909\u5316\u3057\u3001\u958b\u767a\u30b5\u30a4\u30af\u30eb\u304c\u77ed\u304f\u3001\u898f\u6a21\u304c\u5c0f\u3055\u3044\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u9069\u3057\u3066\u3044\u307e\u3059\u3002AI\u7814\u7a76\u958b\u767a\u3001\u30b2\u30fc\u30e0\u3068\u30a8\u30f3\u30bf\u30fc\u30c6\u30a4\u30f3\u30e1\u30f3\u30c8\u3001\u79d1\u5b66\u8a08\u7b97\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u30d3\u30b8\u30e7\u30f3\u3067\u306f\u3001GPU\u306e\u67d4\u8edf\u6027\u304c\u5927\u304d\u306a\u4fa1\u5024\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u300210,000\u30e6\u30cb\u30c3\u30c8\u672a\u6e80\u306e\u5c55\u958b\u307e\u305f\u306f\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u304c\u9032\u5316\u3057\u3066\u3044\u308b\u5834\u5408\u3001GPU\u304c\u3088\u308a\u8ce2\u660e\u306a\u9078\u629e\u3067\u3059\u3002<\/p>\n\n\n\n

\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u4f01\u696d\u306e\u9078\u629e\u80a2\u306b\u306a\u308a\u3064\u3064\u3042\u308a\u307e\u3059\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306fGPU\u3068ASIC\u30af\u30e9\u30b9\u30bf\u30fc\u306e\u4e21\u65b9\u3092\u5c55\u958b\u3057\u3001\u958b\u767a\u3068\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306bGPU\u3001\u5927\u898f\u6a21\u63a8\u8ad6\u306bASIC\u3092\u4f7f\u7528\u3057\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u30b3\u30b9\u30c8\u3001\u67d4\u8edf\u6027\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u3068\u308a\u306a\u304c\u3089\u3001\u6280\u8853\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u5c06\u6765\u306e\u6280\u8853\u958b\u767a\u306e\u5c55\u671b<\/strong><\/h3>\n\n\n\n

\u5c06\u6765\u3092\u898b\u636e\u3048\u308b\u3068\u3001ASIC\u3068GPU\u306f\u305d\u308c\u305e\u308c\u306e\u512a\u4f4d\u6027\u306e\u3042\u308b\u5206\u91ce\u3067\u767a\u5c55\u3092\u7d9a\u3051\u308b\u3067\u3057\u3087\u3046\u30022030\u5e74\u307e\u3067\u306b\u3001\u534a\u5c0e\u4f53\u5e02\u5834\u306f1\u5146\u30c9\u30eb\u3092\u8d85\u3048\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059<\/strong>\u3002AI\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u7206\u767a\u7684\u306a\u5897\u52a0\u306f\u4e21\u65b9\u306e\u6280\u8853\u306e\u9769\u65b0\u3092\u63a8\u9032\u3057\u3001\u30a8\u30c3\u30b8\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3068IoT\u306f\u5c02\u7528\u30c1\u30c3\u30d7\u306b\u65b0\u3057\u3044\u6a5f\u4f1a\u3092\u3082\u305f\u3089\u3057\u3001\u91cf\u5b50\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u958b\u767a\u306f\u9577\u671f\u7684\u306b\u8a08\u7b97\u74b0\u5883\u3092\u6839\u672c\u7684\u306b\u5909\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u306f\u307e\u3059\u307e\u3059\u91cd\u8981\u306a\u8003\u616e\u4e8b\u9805\u306b\u306a\u308a\u307e\u3059\u3002\u8a08\u7b97\u9700\u8981\u306e\u6307\u6570\u95a2\u6570\u7684\u306a\u6210\u9577\u306b\u3088\u308a\u3001\u6d88\u8cbb\u96fb\u529b\u306e\u524a\u6e1b\u306f\u30b3\u30b9\u30c8\u3060\u3051\u3067\u306a\u304f\u6301\u7d9a\u53ef\u80fd\u6027\u306b\u3082\u95a2\u4fc2\u3057\u307e\u3059\u3002\u6b21\u4e16\u4ee3\u306eASIC\u3068GPU\u306f\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u3092\u30b3\u30a2\u8a2d\u8a08\u76ee\u6a19\u3068\u3057\u3066\u512a\u5148\u3057\u307e\u3059\u3002\u30a8\u30c3\u30b8AI\u5e02\u5834\u4e88\u6e2c<\/a>\u306b\u3088\u308b\u3068\u3001\u30a8\u30c3\u30b8\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u5e02\u5834\u306f2032\u5e74\u307e\u3067\u306b5,132\u5104\u30c9\u30eb\u306b\u9054\u3057\u3001\u3088\u308a\u591a\u304f\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u56fa\u6709\u306e\u6700\u9069\u5316\u3055\u308c\u305f\u30c1\u30c3\u30d7\u8a2d\u8a08\u3092\u63a8\u9032\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3068\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u5171\u540c\u8a2d\u8a08\u306e\u50be\u5411\u306f\u307e\u3059\u307e\u3059\u660e\u767d\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u518d\u69cb\u6210\u53ef\u80fd\u306a\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306f\u3001ASIC\u3068GPU\u306e\u5883\u754c\u7dda\u3092\u307c\u304b\u3057\u3066\u304a\u308a\u3001\u4e21\u65b9\u306e\u5229\u70b9\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u65b0\u3057\u3044\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u8a2d\u8a08\u30c4\u30fc\u30eb\u304c\u9032\u6b69\u3057\u3001\u30b3\u30b9\u30c8\u304c\u4f4e\u4e0b\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u306f\u3088\u308a\u666e\u53ca\u3059\u308b\u3067\u3057\u3087\u3046\u3002IDC\u306f\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059<\/a>\u3001AI\u4e3b\u5c0e\u306e\u534a\u5c0e\u4f53\u5e02\u5834\u306f2025\u5e74\u306b15%\u6210\u9577\u3057\u3001\u3053\u306e\u6210\u9577\u306b\u3088\u308a\u9769\u65b0\u7684\u306a\u30c1\u30c3\u30d7\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u304c\u5897\u52a0\u3057\u307e\u3059\u3002<\/p>\n\n\n\n

\u7d50\u8ad6\uff1a\u30b9\u30de\u30fc\u30c8\u306a\u9078\u629e\u3001\u672a\u6765\u306b\u52dd\u3064<\/strong><\/h2>\n\n\n\n

ASIC\u3068GPU\u306f2\u3064\u306e\u7570\u306a\u308b\u6280\u8853\u30d1\u30b9\u3092\u8868\u3057\u3001\u305d\u308c\u305e\u308c\u72ec\u81ea\u306e\u4fa1\u5024\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002ASIC\u306f\u6975\u9650\u306e\u6027\u80fd\u3068\u52b9\u7387\u3067\u7279\u5b9a\u306e\u5206\u91ce\u3092\u652f\u914d\u3057\u3001GPU\u306f\u67d4\u8edf\u6027\u3068\u6c4e\u7528\u6027\u3067\u5e45\u5e83\u3044\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u307e\u3059<\/strong>\u3002\u3053\u308c\u3089\u306e\u9055\u3044\u3092\u7406\u89e3\u3057\u3001\u5b9f\u969b\u306e\u30cb\u30fc\u30ba\u306b\u57fa\u3065\u3044\u3066\u9078\u629e\u3059\u308b\u3053\u3068\u304c\u3001\u30c7\u30b8\u30bf\u30eb\u6642\u4ee3\u306e\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u9375\u3067\u3059\u3002<\/p>\n\n\n\n

ASIC\u5bfeGPU\u30b3\u30a2\u512a\u4f4d\u6027\u6bd4\u8f03<\/strong><\/p>\n\n\n\n

\u7279\u5fb4<\/strong><\/td>ASIC<\/strong><\/td>GPU<\/strong><\/td>\u512a\u4f4d\u6027<\/strong><\/td><\/tr>
\u6027\u80fd<\/td>\u6975\u3081\u3066\u9ad8\u3044\uff08\u5358\u4e00\u30bf\u30b9\u30af\uff09<\/td>\u9ad8\u3044\uff08\u30de\u30eb\u30c1\u30bf\u30b9\u30af\uff09<\/td>ASIC<\/td><\/tr>
\u96fb\u529b\u52b9\u7387<\/td>\u512a\u79c0<\/td>\u666e\u901a<\/td>ASIC<\/td><\/tr>
\u67d4\u8edf\u6027<\/td>\u6975\u3081\u3066\u4f4e\u3044<\/td>\u6975\u3081\u3066\u9ad8\u3044<\/td>GPU<\/td><\/tr>
\u30b3\u30b9\u30c8\uff08\u5927\u898f\u6a21\uff09<\/td>\u4f4e\u3044<\/td>\u9ad8\u3044<\/td>ASIC<\/td><\/tr>
\u958b\u767a\u30b5\u30a4\u30af\u30eb<\/td>12-18\u30f6\u6708<\/td>\u5373\u6642<\/td>GPU<\/td><\/tr>
\u4fa1\u5024\u4fdd\u6301<\/td>\u4f4e\u3044<\/td>\u9ad8\u3044<\/td>GPU<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u4f01\u696d\u306e\u610f\u601d\u6c7a\u5b9a\u8005\u306b\u306f\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5b89\u5b9a\u6027\u3001\u898f\u6a21\u306e\u5927\u304d\u3055\u3001\u6280\u8853\u306e\u6210\u719f\u5ea6\u3001\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306e4\u3064\u306e\u5074\u9762\u304b\u3089\u5305\u62ec\u7684\u306a\u8a55\u4fa1\u3092\u884c\u3046\u3053\u3068\u3092\u304a\u52e7\u3081\u3057\u307e\u3059\u3002\u5927\u4f01\u696d\u306f\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u5c55\u958b\u6226\u7565\u3092\u691c\u8a0e\u3067\u304d\u3001\u4e2d\u5c0f\u4f01\u696d\u306fGPU\u304b\u3089\u59cb\u3081\u3066\u3001\u8981\u4ef6\u304c\u660e\u78ba\u306b\u306a\u3063\u305f\u5f8c\u306bASIC\u3092\u691c\u8a0e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u500b\u4eba\u30e6\u30fc\u30b6\u30fc\u3068\u7814\u7a76\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001GPU\u306f\u4f9d\u7136\u3068\u3057\u3066\u6700\u826f\u306e\u9078\u629e\u3067\u3042\u308a\u3001\u305d\u306e\u6c4e\u7528\u6027\u3068\u9ad8\u3044\u4fa1\u5024\u4fdd\u6301\u306f\u591a\u69d8\u306a\u30cb\u30fc\u30ba\u306b\u3088\u308a\u9069\u3057\u3066\u3044\u307e\u3059\u3002\u30de\u30a4\u30cb\u30f3\u30b0\u30d5\u30a1\u30fc\u30e0\u306fASIC\u306b\u7126\u70b9\u3092\u5f53\u3066\u3001\u7a76\u6975\u306e\u52b9\u7387\u3068\u898f\u6a21\u306e\u7d4c\u6e08\u3092\u8ffd\u6c42\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n

\u6700\u5927\u306e\u5358\u4e00\u30bf\u30b9\u30af\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u6700\u4f4e\u6d88\u8cbb\u96fb\u529b\u3001\u5927\u898f\u6a21\u5c55\u958b\uff0810,000\u30e6\u30cb\u30c3\u30c8\u4ee5\u4e0a\uff09\u3001\u307e\u305f\u306f\u5b89\u5b9a\u3057\u305f\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u51e6\u7406\u304c\u5fc5\u8981\u306a\u5834\u5408\u306f\u3001ASIC\u3092\u9078\u629e\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u591a\u6a5f\u80fd\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u983b\u7e41\u306a\u66f4\u65b0\u8981\u4ef6\u3001\u958b\u767a\/\u7814\u7a76\u76ee\u7684\u3001\u307e\u305f\u306f\u4e88\u7b97\u304c\u9650\u3089\u308c\u3066\u3044\u308b\u5834\u5408\u306f\u3001GPU\u3092\u9078\u629e\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u67d4\u8edf\u6027\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u53d6\u308b\u306b\u306f\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u7406\u60f3\u7684\u3067\u3059\u3002<\/p>\n\n\n\n

\u610f\u601d\u6c7a\u5b9a\u63a8\u5968\u30de\u30c8\u30ea\u30c3\u30af\u30b9<\/strong><\/p>\n\n\n\n

\u8981\u4ef6\u6761\u4ef6<\/strong><\/td>\u63a8\u5968\u9078\u629e<\/strong><\/td>\u7406\u7531<\/strong><\/td><\/tr>
\u5b89\u5b9a\u3057\u305f\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0 + \u5927\u898f\u6a21<\/td>ASIC<\/td>\u660e\u78ba\u306a\u6027\u80fd\u3068\u30b3\u30b9\u30c8\u306e\u5229\u70b9<\/td><\/tr>
\u53ef\u5909\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0 + \u5c0f\u898f\u6a21<\/td>GPU<\/td>\u67d4\u8edf\u6027\u3068\u30ea\u30b9\u30af\u7ba1\u7406<\/td><\/tr>
\u6027\u80fd\u512a\u5148 + \u5c02\u7528\u30bf\u30b9\u30af<\/td>ASIC<\/td>\u7a76\u6975\u306e\u6027\u80fd<\/td><\/tr>
\u67d4\u8edf\u6027\u512a\u5148 + \u30de\u30eb\u30c1\u30bf\u30b9\u30af<\/td>GPU<\/td>\u5e45\u5e83\u3044\u5fdc\u7528\u80fd\u529b<\/td><\/tr>
\u5341\u5206\u306a\u4e88\u7b97 + \u9577\u671f\u904b\u7528<\/td>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/td>\u69d8\u3005\u306a\u5229\u70b9\u306e\u30d0\u30e9\u30f3\u30b9<\/td><\/tr>
\u9650\u3089\u308c\u305f\u4e88\u7b97 + \u77ed\u671f\u30cb\u30fc\u30ba<\/td>GPU<\/td>\u521d\u671f\u6295\u8cc7\u306e\u524a\u6e1b<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u6280\u8853\u306e\u9032\u5316\u306f\u6b62\u307e\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u57fa\u672c\u539f\u5247\u306f\u5909\u308f\u308a\u307e\u305b\u3093\uff1a\u7d76\u5bfe\u7684\u306a\u512a\u52a3\u306f\u306a\u304f\u3001\u6700\u3082\u9069\u3057\u305f\u9078\u629e\u304c\u3042\u308b\u3060\u3051\u3067\u3059\u3002ASIC\u3068GPU\u306e\u6838\u5fc3\u7684\u306a\u9055\u3044\u3092\u7fd2\u5f97\u3057\u3001\u5b9f\u969b\u306e\u30cb\u30fc\u30ba\u306b\u57fa\u3065\u3044\u3066\u5408\u7406\u7684\u306a\u6c7a\u5b9a\u3092\u4e0b\u3059\u3053\u3068\u304c\u3001\u6025\u901f\u306b\u5909\u5316\u3059\u308b\u6280\u8853\u306e\u6ce2\u306e\u4e2d\u3067\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u9375\u3067\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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