{"id":2770,"date":"2026-10-15T00:59:01","date_gmt":"2026-10-14T15:59:01","guid":{"rendered":"https:\/\/onepress.co.kr\/?post_type=briefing&#038;p=2770"},"modified":"2026-10-15T01:00:21","modified_gmt":"2026-10-14T16:00:21","slug":"2026-10-15-asml-capacity-ja","status":"publish","type":"briefing","link":"https:\/\/onepress.co.kr\/index.php\/briefing\/2026-10-15-asml-capacity-ja\/","title":{"rendered":"ASML\u3001\u56db\u534a\u671f\u58f2\u4e0a117\u5104\u30e6\u30fc\u30ed\u30002027\uff5e2028\u5e74\u306e\u4f9b\u7d66\u4e0d\u8db3\u3092\u4e88\u60f3"},"content":{"rendered":"<p><strong>2026-10-15 00:59:01 KST<\/strong><\/p>\n<p>ASML\u306f10\u670814\u65e5\u3001\u7b2c3\u56db\u534a\u671f\u306e\u58f2\u4e0a\u304c\u7d04117\u5104\u30e6\u30fc\u30ed\u3060\u3063\u305f\u3068\u767a\u8868\u3057\u3001\u73fe\u5728\u306e\u751f\u7523\u8a08\u753b\u3067\u306f2027\u5e74\u30682028\u5e74\u306e\u9867\u5ba2\u9700\u8981\u3092\u3059\u3079\u3066\u6e80\u305f\u305b\u306a\u3044\u3068\u4e88\u60f3\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u58f2\u4e0a\u306f\u7d42\u4e86\u3057\u305f\u56db\u534a\u671f\u306e\u5b9f\u7e3e\u3067\u3059\u304c\u3001\u4f9b\u7d66\u4e0d\u8db3\u306f\u4f1a\u793e\u306e\u898b\u901a\u3057\u3067\u3042\u308a\u3001AI\u6295\u8cc7\u306e\u62e1\u5927\u3084\u682a\u4fa1\u4e0a\u6607\u3092\u4fdd\u8a3c\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<h2>117\u5104\u30e6\u30fc\u30ed\u306b\u306f\u4f55\u304c\u542b\u307e\u308c\u308b\u306e\u304b<\/h2>\n<p>ASML\u306f\u534a\u5c0e\u4f53\u305d\u306e\u3082\u306e\u3092\u8ca9\u58f2\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u30c1\u30c3\u30d7\u306b\u5fae\u7d30\u306a\u56de\u8def\u306e\u6a21\u69d8\u3092\u4f5c\u308b\u88c5\u7f6e\u3068\u95a2\u9023\u30b5\u30fc\u30d3\u30b9\u3092\u4f9b\u7d66\u3057\u307e\u3059\u3002\u767a\u8868\u8868\u306e\u6b63\u78ba\u306a\u7d14\u58f2\u4e0a\u306f116\u51046200\u4e07\u30e6\u30fc\u30ed\u3067\u3001117\u5104\u306f\u4e38\u3081\u305f\u6570\u5b57\u3067\u3059\u3002\u7d14\u5229\u76ca\u306f49\u51046000\u4e07\u30e6\u30fc\u30ed\u3067\u3057\u305f\u3002\u58f2\u4e0a\u306b\u306f\u65b0\u88c5\u7f6e\u3060\u3051\u3067\u306a\u304f\u3001\u8a2d\u7f6e\u6e08\u307f\u88c5\u7f6e\u306e\u30b5\u30fc\u30d3\u30b9\u3084\u751f\u7523\u6027\u3092\u9ad8\u3081\u308b\u6539\u826f\u3082\u542b\u307e\u308c\u307e\u3059\u3002\u58f2\u4e0a\u306e\u4f38\u3073\u3092\u65b0\u88c5\u7f6e\u306e\u8ca9\u58f2\u53f0\u6570\u306e\u4f38\u3073\u3068\u540c\u3058\u5272\u5408\u3067\u89e3\u91c8\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n<h2>\u9867\u5ba2\u306e\u95a2\u5fc3\u306f\u306a\u305c\u751f\u7523\u8a08\u753b\u306b\u5f71\u97ff\u3059\u308b\u306e\u304b<\/h2>\n<p>\u4f1a\u793e\u306f\u3001AI\u6295\u8cc7\u306b\u5bfe\u3059\u308b\u9867\u5ba2\u306e\u898b\u901a\u3057\u304c\u77ed\u671f\u30fb\u4e2d\u671f\u306e\u88c5\u7f6e\u9700\u8981\u4e88\u6e2c\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u308b\u3068\u8aac\u660e\u3057\u307e\u3057\u305f\u3002\u4e00\u90e8\u306e\u9867\u5ba2\u306f2029\u5e74\u3001\u3055\u3089\u306b\u306f2030\u5e74\u306e\u6ce8\u6587\u306b\u3082\u95a2\u5fc3\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u305f\u3060\u3057\u95a2\u5fc3\u3068\u5951\u7d04\u6e08\u307f\u306e\u6ce8\u6587\u306f\u5225\u3067\u3059\u3002Reuters\u306f\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306e\u5897\u7523\u3068\u65e2\u5b58\u88c5\u7f6e\u306e\u6539\u826f\u3082\u8aac\u660e\u3057\u3066\u3044\u307e\u3059\u3002\u5de5\u5834\u3084\u8907\u96d1\u306a\u88c5\u7f6e\u306e\u4f9b\u7d66\u306b\u306f\u6642\u9593\u304c\u304b\u304b\u308a\u3001\u9700\u8981\u4e88\u6e2c\u306e\u5897\u52a0\u304c\u76f4\u3061\u306b\u540c\u3058\u91cf\u306e\u4f9b\u7d66\u5897\u52a0\u306b\u306a\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" class=\"wp-image-2762\" src=\"https:\/\/onepress.co.kr\/wp-content\/uploads\/2026\/10\/2026-10-15-asml-capacity-371ed33e5c5d6501.webp\" width=\"1672\" height=\"941\" alt=\"ASML\u3001\u56db\u534a\u671f\u58f2\u4e0a117\u5104\u30e6\u30fc\u30ed\u30002027\uff5e2028\u5e74\u306e\u4f9b\u7d66\u4e0d\u8db3\u3092\u4e88\u60f3\" loading=\"lazy\" srcset=\"https:\/\/onepress.co.kr\/wp-content\/uploads\/2026\/10\/2026-10-15-asml-capacity-371ed33e5c5d6501.webp 1672w, https:\/\/onepress.co.kr\/wp-content\/uploads\/2026\/10\/2026-10-15-asml-capacity-371ed33e5c5d6501-1024.webp 1024w, https:\/\/onepress.co.kr\/wp-content\/uploads\/2026\/10\/2026-10-15-asml-capacity-371ed33e5c5d6501-640.webp 640w\" sizes=\"auto, (max-width: 1672px) 100vw, 1672px\" \/><figcaption class=\"op-briefing-image-caption\">\u4e3b\u984c\u3092\u8aac\u660e\u3059\u308bAI\u751f\u6210\u753b\u50cf\u3067\u3059\u3002\u5b9f\u969b\u306e\u5199\u771f\u30fb\u89b3\u6e2c\u30fb\u4e88\u5831\u5730\u56f3\u3084\u5834\u9762\u30fb\u6570\u91cf\u30fb\u8a2d\u8a08\u306e\u6b63\u78ba\u306a\u518d\u73fe\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/figcaption><\/figure>\n<h2>\u307e\u3060\u78ba\u5b9a\u3057\u3066\u3044\u306a\u3044\u6570\u5b57\u306f\u4f55\u304b<\/h2>\n<p>\u901a\u5e74\u58f2\u4e0a\u306e\u4e88\u60f3\u306f440\u5104\uff5e450\u5104\u30e6\u30fc\u30ed\u3001\u7b2c4\u56db\u534a\u671f\u306f142\u5104\uff5e152\u5104\u30e6\u30fc\u30ed\u3067\u3059\u3002\u5b9f\u7e3e\u306b\u5c06\u6765\u306e\u56db\u534a\u671f\u306e\u4e88\u6e2c\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u898b\u901a\u3057\u3067\u3059\u3002\u4f1a\u793e\u306f2028\u5e74\u306e\u751f\u7523\u80fd\u529b\u3092\u3001\u4ee5\u524d\u8aac\u660e\u3057\u305f30%\u5897\u3088\u308a\u3055\u3089\u306b\u62e1\u5927\u3059\u308b\u65b9\u6cd5\u3092\u691c\u8a0e\u3057\u3066\u3044\u307e\u3059\u3002\u691c\u8a0e\u306f\u8ffd\u52a0\u751f\u7523\u91cf\u306e\u78ba\u7d04\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u9867\u5ba2\u306e\u6295\u8cc7\u3001\u90e8\u54c1\u4f9b\u7d66\u3001\u8f38\u51fa\u5236\u9650\u306a\u3069\u306b\u3088\u3063\u3066\u7d50\u679c\u306f\u5909\u308f\u308a\u5f97\u307e\u3059\u3002<\/p>\n<h2>\u6b21\u306e\u6c7a\u7b97\u3067\u306f\u4f55\u3092\u6bd4\u3079\u308b\u306e\u304b<\/h2>\n<p>\u88c5\u7f6e\u306e\u7d0d\u5165\u3001\u30b5\u30fc\u30d3\u30b9\u58f2\u4e0a\u3001\u9867\u5ba2\u306e\u95a2\u5fc3\u304c\u5b9f\u969b\u306e\u6ce8\u6587\u306b\u306a\u3063\u305f\u304b\u3001\u8ffd\u52a0\u80fd\u529b\u306e\u8a08\u753b\u304c\u5177\u4f53\u5316\u3057\u305f\u304b\u3092\u5206\u3051\u3066\u898b\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u767a\u8868\u306b\u306f\u5c06\u6765\u306e\u8a18\u8ff0\u306e\u4e0d\u78ba\u5b9f\u6027\u3082\u3042\u308a\u307e\u3059\u3002\u4eca\u56de\u3001\u516c\u5f0f\u767a\u8868\u3078\u306e\u76f4\u63a5\u30a2\u30af\u30bb\u30b9\u306f403\u3067\u5236\u9650\u3055\u308c\u305f\u305f\u3081\u3001\u691c\u7d22\u30c4\u30fc\u30eb\u304c\u63d0\u4f9b\u3057\u305f\u516c\u5f0f\u672c\u6587\u3092Reuters\u306e\u5168\u6587\u3068\u7167\u5408\u3057\u307e\u3057\u305f\u3002\u6295\u8cc7\u898b\u901a\u3057\u5168\u4f53\u3084\u9867\u5ba2\u306e\u5168\u6ce8\u6587\u3092\u691c\u8a3c\u3057\u305f\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<h2>\u4e00\u6b21\u8cc7\u6599\u3068\u72ec\u7acb\u78ba\u8a8d<\/h2>\n<p>\u516c\u5f0f\u767a\u8868\uff1a\u5b9f\u7e3e\u3068\u4f9b\u7d66\u4e88\u6e2c\u3002\u76f4\u63a5\u63a5\u7d9a403\u306e\u305f\u3081\u691c\u7d22\u63d0\u4f9b\u672c\u6587\u3092\u7167\u5408: <a href=\"https:\/\/investor.asml.com\/news-releases\/news-release-details\/asml-reports-eu11.7-billion-total-net-sales-and-eu5.0-billion-net-income-q3-2026\" target=\"_blank\" rel=\"noopener noreferrer\">ASML: Q3 2026 release<\/a><\/p>\n<p>\u72ec\u7acb\u5831\u9053\uff1a\u6570\u5024\u3001\u9867\u5ba2\u6295\u8cc7\u3001\u53d6\u6750\u3001\u5897\u8a2d\u3002\u682a\u4fa1\u4e88\u60f3\u306f\u9664\u5916: <a href=\"https:\/\/live.euronext.com\/en\/financial-news\/chip-tool-giant-asml-nudges-outlook-ai-driven-demand-outruns-supply\" target=\"_blank\" rel=\"noopener noreferrer\">Reuters \/ Euronext<\/a><\/p>\n<h2>\u307b\u304b\u306e\u8a00\u8a9e\u3067\u8aad\u3080<\/h2>\n<p><a href=\"https:\/\/onepress.co.kr\/index.php\/briefing\/2026-10-15-asml-capacity-ko\/\">\ud55c\uad6d\uc5b4<\/a> \u00b7 <a href=\"https:\/\/onepress.co.kr\/index.php\/briefing\/2026-10-15-asml-capacity-en\/\">English<\/a> \u00b7 <a href=\"https:\/\/onepress.co.kr\/index.php\/briefing\/2026-10-15-asml-capacity-es\/\">Espa\u00f1ol<\/a> \u00b7 <a href=\"https:\/\/onepress.co.kr\/index.php\/briefing\/2026-10-15-asml-capacity-ja\/\">\u65e5\u672c\u8a9e<\/a> \u00b7 <a href=\"https:\/\/onepress.co.kr\/index.php\/briefing\/2026-10-15-asml-capacity-vi\/\">Ti\u1ebfng Vi\u1ec7t<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u904e\u53bb\u306e\u58f2\u4e0a\u3068\u5c06\u6765\u306e\u751f\u7523\u4e88\u6e2c\u306f\u533a\u5225\u304c\u5fc5\u8981\u3067\u3059\u3002\u9867\u5ba2\u306e\u95a2\u5fc3\u306f\u78ba\u5b9a\u6ce8\u6587\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n","protected":false},"featured_media":0,"template":"","meta":[],"class_list":["post-2770","briefing","type-briefing","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/briefing\/2770","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/briefing"}],"about":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/types\/briefing"}],"wp:attachment":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/media?parent=2770"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}