【速報解説：メモリ価格高騰】不足はいつまで続く？ 鍵を握る実需／来年の需給バランス 変化に注目／シリコンサイクルの現在地 DRAM・HBM／マイクロン決算の見方／サムスンHBMの存在感と競争過熱

━━━━━━━━━━━━━━━━━━━━ ▼【Listen while commuting/traveling】The PIVOT app is convenient • Background playback (listen even when the screen is closed) • Download function (play offline) • Audio playback (learn by listening only) All free | Download here ↓ https://pivot.go.link/?adj_t=21aypqkm... ━━━━━━━━━━━━━━━━━━━━ Earn miles with each viewing and apply for rewards such as book vouchers. ▼ Click here for this month's benefits: https://pivotmedia.co.jp/app/mile/ben... ▼ [Understand in 5 minutes] Click here for the "Article" and "AI Summary" of this video: https://pivotmedia.co.jp/launch_app?p... Recording Date June 29, 2026, 12:30 PM Guest Satoshi Oyama | CEO of Grossberg After graduating from Keio University Graduate School, he joined Tokyo Electron in 1985. After working as an analyst at a foreign securities firm, he moved to Fujitsu. He was involved in management strategy for the semiconductor division. He was in charge of analysis in the industrial electronics field at IHS Markit. Since 2017, he has been exclusively with Grossberg LLC. Table of Contents 00:00 Digest 00:41 Will Memory Prices Continue to Rise? 05:45 The Silicon Cycle Is Not Over 11:22 General-Purpose DRAM vs HBM 19:13 Semiconductors: Geopolitics on the Supply Side 29:23 Japan's Semiconductor Strategy Thumbnail Photo: iStock MC Sakiko Nojima Related Videos    • 【速報解説・NVIDIA決算】最高益の構造と次の戦略／AIエージェント向け「Vera...      • 【速報・キオクシア急騰のワケ】NVIDIAも期待する新製品／NAND需要の実態とリス...   #semiconductors #AI #memory #siliconcycle #Micron #HBM #DRAM #Kioxia #Samsung #geopolitics #pivot