[{"data":1,"prerenderedAt":381},["ShallowReactive",2],{"content-/2026-06-07-diary":3,"related-/2026-06-07-diary":328,"all-pages-for-dir":379,"og-image-/2026-06-07-diary":380},{"id":4,"title":5,"body":6,"category":311,"description":312,"extension":313,"meta":314,"navigation":267,"path":315,"project_name":316,"published":317,"publishedAt":318,"seo":319,"stem":320,"tags":321,"todo":326,"unpublished":317,"updatedAt":326,"__hash__":327},"pages/2026-06/2026-06-07/diary-2026-06-07.md","2026年6月7日の開発日記 - Micron個別ページを地図とキャパで仕上げる",{"type":7,"value":8,"toc":298},"minimark",[9,14,18,22,29,32,37,45,51,82,93,96,99,232,234,237,251,253,256,282,284,287],[10,11,13],"h1",{"id":12},"_2026年6月7日の開発日記","2026年6月7日の開発日記",[15,16,17],"p",{},"日曜日。米国市場は休場で決算系の流入はゼロ。代わりに、前から温めていた「メモリーメーカー個別特集ページ」の第一弾として Micron ページを一気に組み上げた。地図 → Fab詳細 → レイアウト変更 → 暦月併記まで、午後の数時間で着地。",[19,20,21],"h2",{"id":21},"今日のタイムライン",[15,23,24],{},[25,26],"img",{"alt":27,"src":28},"タイムライン","/2026-06/2026-06-07/timeline-2026-06-07.png",[19,30,31],{"id":31},"今日やったこと",[33,34,36],"h3",{"id":35},"_1-micron-個別ページの新設memory-makersmicron","1. Micron 個別ページの新設（memory-makers/micron）",[15,38,39,40,44],{},"既存の ",[41,42,43],"code",{},"/memory-makers/dram-fab-capacity"," は情報密度が高いが、Boise や Manassas や広島が地理的にどこにあるかは文字だけだと頭に入らない。Micron / SK Hynix / Samsung は個別特集を切ったほうが腹落ちする、という判断で第一弾を着工した。",[15,46,47],{},[48,49,50],"strong",{},"主な成果:",[52,53,54,61,67,73,76,79],"ul",{},[55,56,57,60],"li",{},[41,58,59],{},"app/data/memory-makers/micronFabs.ts"," 新設（各Fabの所在・稼働年・KWPM時系列）",[55,62,63,66],{},[41,64,65],{},"app/components/memory-makers/FactoryLocationMap.vue"," 新設（SVG手描きの地域地図）",[55,68,69,72],{},[41,70,71],{},"app/pages/memory-makers/micron.vue"," 新設（USA / Japan / Taiwan の3地域カード）",[55,74,75],{},"Fab別の月間キャパシティ推移を5マイルストーンのバー表示で詳細化",[55,77,78],{},"レイアウトを 3カラム → 上下積み に組み替えてマップを広く取れるように修正",[55,80,81],{},"CY/FY 混同防止のため、各時点に暦月（例: 2024/9-11）を併記しセクション冒頭に注記を追加",[15,83,84,87,88],{},[48,85,86],{},"詳細:"," ",[89,90,92],"a",{"href":91},"/micron-fab-page-with-capacity-map","Micron個別ページを作った（工場マップ＋月間キャパシティ詳細）",[94,95],"hr",{},[19,97,98],{"id":98},"今日の試行錯誤",[100,101,102,124],"table",{},[103,104,105],"thead",{},[106,107,108,112,115,118,121],"tr",{},[109,110,111],"th",{},"#",[109,113,114],{},"テーマ",[109,116,117],{},"試したこと",[109,119,120],{},"結果",[109,122,123],{},"気づき",[125,126,127,145,162,179,215],"tbody",{},[106,128,129,133,136,139,142],{},[130,131,132],"td",{},"1",[130,134,135],{},"工場マップの描画",[130,137,138],{},"外部地図ライブラリ vs SVG手描き",[130,140,141],{},"SVG手描きを採用",[130,143,144],{},"3地域だけなら手描きパスで十分軽い。ライブラリ導入のコストの方が大きい",[106,146,147,150,153,156,159],{},[130,148,149],{},"2",[130,151,152],{},"地域カードのレイアウト",[130,154,155],{},"3カラム並列 → 1カラム（左マップ／右内容） → 上下（上マップ／下Fab詳細）",[130,157,158],{},"上下に着地",[130,160,161],{},"マップを大きく見せたいときは横より縦に取った方がいい。Fabカードも視線が下に流れる",[106,163,164,167,170,173,176],{},[130,165,166],{},"3",[130,168,169],{},"Fab別キャパ表示の粒度",[130,171,172],{},"Q1〜Q4の総量だけ → 5マイルストーン（基準＋4ステップ）に拡張",[130,174,175],{},"5マイルストーン採用",[130,177,178],{},"「いつ何が動いて月間KWPMがこう増える」が一目で読める。前回比とコメント欄が効く",[106,180,181,184,187,201,208],{},[130,182,183],{},"4",[130,185,186],{},"四半期キーの暦月変換",[130,188,189,192,193,196,197,200],{},[41,190,191],{},"quarter.slice(5)"," で ",[41,194,195],{},"\"FY2025Q1\""," → ",[41,198,199],{},"\"Q1\""," を取ろうとした",[130,202,203,204,207],{},"失敗（",[41,205,206],{},"\"1\""," が返って辞書ミス）",[130,209,210,211,214],{},"画面に出る前に気付けない種類のバグ。暦月欄が空白で発覚。",[41,212,213],{},"slice(6)"," で修正",[106,216,217,220,223,226,229],{},[130,218,219],{},"5",[130,221,222],{},"CY/FY 混同対策",[130,224,225],{},"会計四半期表記のまま vs 暦月併記＋注記",[130,227,228],{},"暦月併記を採用",[130,230,231],{},"Micron は FY が暦年とズレる。読者の頭で変換させると事故る",[94,233],{},[19,235,236],{"id":236},"今日の学び",[52,238,239,242,245,248],{},[55,240,241],{},"総量ページと特集ページは役割分担できる。総量は横比較、特集は地理＋詳細",[55,243,244],{},"マップは横より縦に大きく取った方が読みやすい。3カラムから上下に組み替えた方が早く決まった",[55,246,247],{},"暦月併記は決算系コンテンツでは必須レベル。FYのズレを読者に押し付けない",[55,249,250],{},"画面に出ない種類のバグ（slice の桁ずれで空文字になる）は、空欄が出るUIを先に確認することで早めに拾える",[94,252],{},[19,254,255],{"id":255},"明日やること",[52,257,260,270,276],{"className":258},[259],"contains-task-list",[55,261,264,269],{"className":262},[263],"task-list-item",[265,266],"input",{"disabled":267,"type":268},true,"checkbox"," SK Hynix 個別ページ（M14, M16, 無錫など）",[55,271,273,275],{"className":272},[263],[265,274],{"disabled":267,"type":268}," Samsung 個別ページ（華城, 平沢, Xi'an など）",[55,277,279,281],{"className":278},[263],[265,280],{"disabled":267,"type":268}," 3社のFabを同じ世界地図に重ねる比較ビュー",[94,283],{},[19,285,286],{"id":286},"関連記事",[52,288,289,293],{},[55,290,291],{},[89,292,92],{"href":91},[55,294,295],{},[89,296,297],{"href":43},"DRAM Fab Capacity（総量ページ）",{"title":299,"searchDepth":300,"depth":300,"links":301},"",2,[302,303,307,308,309,310],{"id":21,"depth":300,"text":21},{"id":31,"depth":300,"text":31,"children":304},[305],{"id":35,"depth":306,"text":36},3,{"id":98,"depth":300,"text":98},{"id":236,"depth":300,"text":236},{"id":255,"depth":300,"text":255},{"id":286,"depth":300,"text":286},"diary","memory-makers配下にMicron特集ページを新設。USA/Japan/Taiwanの工場をSVG地図で描き、Fab別の月間キャパシティを5マイルストーンで可視化。レイアウトを3カラム→上下に組み替え、暦月併記まで仕上げた一日。","md",{},"/2026-06-07-diary","daily-log",false,"2026-06-07T00:00:00.000Z",{"title":5,"description":312},"2026-06/2026-06-07/diary-2026-06-07",[322,323,324,325],"日記","Micron","DRAM","memory-makers",null,"LJj3tfLOwt-rRPWFRtt1wCTDpkYZA_smyxFvBb4lSME",[329,335,348,359,371],{"title":92,"description":330,"path":91,"tags":331,"publishedAt":318,"updatedAt":326},"/memory-makers/micron を新規作成。USA / Japan / Taiwan の工場地図をSVGで描き、Fab別の月間キャパシティ推移を5マイルストーンで可視化した。3カラムから上下レイアウトへ作り直し、会計四半期に暦月併記を足すまでの過程をまとめる。",[323,324,325,332,333,334],"Vue","SVG","Nuxt",{"title":336,"description":337,"path":338,"tags":339,"publishedAt":347,"updatedAt":326},"2026年6月4日の開発日記 — memory-makers を半導体サプライチェーン観測ページに拡張、NVIDIA Vera/Kumo買収を整理、ビルド時間を計測","Foxconn 月次売上カードを起点に memory-makers を台湾ODM・ネットワーク陣営の観測ページに拡張し、Nanya Technology 追加とDRAM分類マトリックスまで一気に走った日。NVIDIA Vera CPU・Kumo AI買収を一次情報で整理し、Nuxtビルド時間を measure-deploy.ps1 でフェーズ別に計測、Dynamic Workflows を試運転した。","/2026-06-04-diary",[322,325,340,341,342,343,344,324,345,346],"NVIDIA","Vera","Kumo","Foxconn","Nanya","ビルド時間","Dynamic Workflows","2026-06-04T00:00:00.000Z",{"title":349,"description":350,"path":351,"tags":352,"publishedAt":358,"updatedAt":326},"2026年6月8日の開発日記 - Micron四半期セグメント、check-earnings全銘柄化、台湾旅行ガイド、税理士知識論","Micronのセグメント別売上を四半期で全部拾い直し、check-earningsの対象を29銘柄に拡張し、夏の台北旅行ガイドシリーズを立ち上げ、税理士の知識論記事の前に書籍データパイプラインを設計した1日のログ。","/2026-06-08-diary",[322,353,354,355,356,357],"micron","beat-monitoring","taiwan","tax","book-knowledge-base","2026-06-08T00:00:00.000Z",{"title":360,"description":361,"path":362,"tags":363,"publishedAt":358,"updatedAt":326},"Micron Q1 FY25（2024/12/18）— Q2ガイダンスが市場予想を売上 -11.9%・EPS -26.7% で大幅に下回った理由","ビートモニタリングで MU の履歴を4四半期遡って入れた中で、Q1 FY25（2024/12/18 発表）の Q2ガイダンスが売上 $7.90B（コンセンサス $8.97B、-11.9%）／EPS $1.43（コンセンサス $1.95、-26.7%）と大幅に下振れた理由を、当時のアナリスト・記者投稿から整理する。","/micron-q1-fy25-q2-guide-miss-explained",[353,364,354,365,366,367,368,369,370],"mu","earnings","guidance-miss","hbm","nand","dram","pc-inventory",{"title":372,"description":373,"path":374,"tags":375,"publishedAt":358,"updatedAt":326},"Micron セグメント別売上の四半期推移（FY24 Q1〜FY26 Q1）を /memory-makers/micron に追加","ビートモニタリングの MU 履歴を4四半期遡って入れたついでに、Micron のセグメント別売上を FY24 Q1 から FY26 Q1 まで SEC 10-Q から拾い直して、/memory-makers/micron にスタックバーチャートで載せた作業ログ。ポジションを持っている銘柄だけを別軸でまとめる前提の足回り。","/micron-quarterly-segment-revenue-chart",[353,364,325,376,354,377,378],"segment-revenue","x-search","stacked-bar-chart",[],"https://log.eurekapu.com/og/blog/2026-06-07-diary.png?v=2026-06-07T00%3A00%3A00.000Z&title=2026%E5%B9%B46%E6%9C%887%E6%97%A5%E3%81%AE%E9%96%8B%E7%99%BA%E6%97%A5%E8%A8%98%20-%20Micron%E5%80%8B%E5%88%A5%E3%83%9A%E3%83%BC%E3%82%B8%E3%82%92%E5%9C%B0%E5%9B%B3%E3%81%A8%E3%82%AD%E3%83%A3%E3%83%91%E3%81%A7%E4%BB%95%E4%B8%8A%E3%81%92%E3%82%8B&author=Kei%20Komatsu&sig=55bdd73eff9a203e",1781076211567]