[{"data":1,"prerenderedAt":29},["ShallowReactive",2],{"tag-articles-Vera CPU":3},[4,17],{"title":5,"description":6,"path":7,"tags":8,"publishedAt":15,"updatedAt":16},"NVDA関連3記事を1日で書いた - Vera CPU、CFOインタビュー、BofA目標株価","KISレポートのVera CPU $20B市場規模、Colette CFOインタビューとAppleの自社株買い比較、BofA Vivek AryaのNVDA $350レポート。3本のメイキング日記。","/nvda-articles-trilogy-making-2026-05-21",[9,10,11,12,13,14],"NVDA","SoCAMM2","Vera CPU","Apple","BofA","公開コンテンツ","2026-05-21T00:00:00.000Z",null,{"title":18,"description":19,"path":20,"tags":21,"publishedAt":15,"updatedAt":16},"NVIDIA Vera CPU向けSoCAMM需要は年間30bn Gb超：KISの計算式を日本語で因数分解","KISがNVIDIAのVera単体CPU市場をFY2027で $20bn と置き、SoCAMM需要を 30.72bn Gb と試算した。CY2026のSoCAMM供給能力 30bn Gb とほぼ同規模、NVL72分を加えると約 80bn Gb（スマホ向けLPDDR5の年間TAMにほぼ匹敵）に達する。計算式を日本語で因数分解し、Micron SoCAMM2モジュールの正体とあわせて整理する。","/socamm-vera-cpu-demand",[22,11,23,24,25,26,27,28],"NVIDIA","SoCAMM","LPDDR5","DRAM","Micron","半導体","KIS",1781076393188]