TOC
Main News
- Samsung Foundry wins orders from Nintendo and aims for additional orders from Sony and AMD. This marks an unusual loss for TSMC, which missed out on an order for a SoC for the Nintendo Switch 2. Samsung is looking for a breakthrough in its foundry business and to increase orders from other major players.
- NVIDIA’s Q1 results exceeded market expectations, sending its stock price soaring in after-hours trading. However, the company’s profit growth rate for the February-April period was only 30%, and some reports indicate that the company has yet to record its highest profit in two years.NVIDIA’s performance is being watched as an indicator of trends in the AI market.
- NVIDIA warned that it could struggle to compete in the Chinese AI market if regulations continue, increasing the risk of business closures. This suggests the magnitude of the impact that technology regulations between the U.S. and China will have on NVIDIA’s important markets.
- Reports indicate that if the U.S. implements a 25% semiconductor tariff, there is a risk of GDP loss of $1.4 trillion over 10 years. The AI and auto industries are expected to be particularly affected, and Trump’s move to introduce tariffs will likely pose the biggest challenge to U.S. companies.
- TSMC plans to open its first European design center in Munich by Q3 2025 to focus on the AI and automotive sectors. This is part of TSMC’s global strategy, driven by Europe’s thirst for technological sovereignty, to strengthen its AI chip design.
- Samsung is rushing to supply HBM3E memory for NVIDIA, but faces a certification barrier. This illustrates the challenges in the supply chain for HBM memory, which is essential for high-performance AI chips.
- Details about the Nintendo Switch 2 are slowly being revealed. The setup menu has been revealed, but only the basic theme is available, and the Day 1 update may be required for initial units. In addition, the Switch 2 version of Pokemon Legends Z-A will have improved graphics and frame rate and is scheduled for release on October 16.
- Intel suggests that its next-generation Lunar Lake SoC will be faster than Qualcomm’s Snapdragon X Elite in AI performance. Intel is also preparing the next generation of gaming GPUs by adding four new “Battlemage” GPU identifiers for Linux. In addition, there is information about “Diamond Rapids” Xeons with huge LGA9324 sockets supporting up to 700W.
- ASRock’s motherboard team believes that the AMD Ryzen 9000 series’ failure problems are caused by excessive PBO settings. However, it has also been pointed out that the actual problem may be more deep-seated.
- China is accelerating the development of domestic manufacturing equipment with the goal of becoming self-sufficient in the semiconductor sector. With AMEC building more than 20 manufacturing equipment, China has become a leader in global semiconductor equipment investment. There is also a flurry of IPO filings in Hong Kong by domestic semiconductor companies.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| May 28, 14:56 | サムスンファウンドリー、突破口を開く：任天堂を確保し、ソニーとAMDからの受注を狙う | Samsung Foundry breaks through: eyes Sony and AMD orders after securing Nintendo | https://www.digitimes.com/news/a20250528PD228/samsung-nintendo-amd-sony-samsung-foundry.html |
| May 28, 16:39 | サムスン、NVIDIA向けHBM3Eメモリの供給を急ぐも、認証の壁に直面 | Samsung races to deliver HBM3E memory to Nvidia but faces certification hurdles | https://www.digitimes.com/news/a20250528PD236/samsung-nvidia-hbm3e-certification-2025.html |
| May 28, 15:56 | 中国のAMEC、20以上の半導体製造装置の構築に急ぎ、米国技術依存からの脱却を狙う | China’s AMEC races to build 20+ chipmaking tools in bid to shed US tech ties | https://www.digitimes.com/news/a20250528PD226/amec-equipment-revenue-2024-supply-chain.html |
| May 28, 15:32 | ハンミのエンジニア、3070万ドルのTCB受注で紛争が解決し、SKハイニックスに復帰 | Hanmi engineers return to SK Hynix after US$30.7 million TCB order resolves dispute | https://www.digitimes.com/news/a20250528PD213/sk-hynix-hanmi-supply-chain-equipment-production.html |
| May 28, 15:26 | ファーウェイ、中国版メルクを結成：珠海コーナーストーンが半導体製造資材を確保 | Huawei assembles China’s Merck: Zhuhai Cornerstone to secure chipmaking materials | https://www.digitimes.com/news/a20250528PD235/huawei-materials-production-equipment-asia.html |
| May 28, 17:40 | フォックスコン、次世代光学・AI相互接続向けのマイクロLED技術でNTUとKAUSTを起用 | Foxconn taps NTU, KAUST in μ-LED leap for next-gen optical and AI interconnects | https://www.digitimes.com/news/a20250527PD240/foxconn-ntu-demand-data-hhri.html |
| May 28, 17:37 | 台湾、中国のダンピングに対抗するため、‘共通価値’を掲げた半導体連合を構築へ | Taiwan to build chip alliance with ‘share values’ to counter China dumping | https://www.digitimes.com/news/a20250526PD203/taiwan-supply-chain-industrial-security.html |
| May 28, 16:48 | フレキシウム、経営陣刷新とAI・ロボティクスに集中した戦略で新たな成長路線を描く | Flexium charts new growth path with leadership reshuffle, strategic focus on AI and robotics | https://www.digitimes.com/news/a20250528PD234/flexium-robotics-chairman-kaohsiung-electronics.html |
| May 28, 15:19 | トランプ、iPhoneやEU輸入品に新たな関税を脅かし、アップルとの緊張を高める | Trump threatens new tariffs on iPhones and EU imports, raising tensions with Apple | https://www.digitimes.com/news/a20250527PD208/apple-iphone-manufacturing-donald-trump-tariffs.html |
| May 28, 15:17 | ヤジーオ会長、2025年下半期の見通しに楽観的、芝浦買収へのコミットメントを再確認 | Yageo chairman optimistic about 2H25 outlook, reaffirms commitment to Shibaura acquisition | https://www.digitimes.com/news/a20250528PD223/yageo-chairman-outlook-acquisition-2025.html |
| May 28, 14:33 | 米国の半導体関税、米企業にとって最大の課題となる；トランプは撤退する可能性が高い | US chip tariffs pose biggest challenge to American firms; Trump likely to back down | https://www.digitimes.com/news/a20250528PD208/tsmc-semiconductor-industry-tariffs-supply-chain-equipment.html |
| May 28, 12:44 | CMMT、高付加価値製品と半導体分野拡大の二本柱戦略を追求 | CMMT pursues dual strategy: high-value products and semiconductor expansion | https://www.digitimes.com/news/a20250528PD214/cmmt-automotive-semiconductors-expansion-2025.html |
| May 28, 11:10 | オムニビジョン再生：ウィル・セミコンダクター、CIS市場でソニーとサムスンを狙う | OmniVision reborn: Will Semiconductor targets Sony, Samsung in CIS showdown | https://www.digitimes.com/news/a20250528PD210/omnivision-technologies-will-semi-cis-ipo-market.html |
| May 28, 10:34 | 小米、独自開発のXringがフラッグシップ製品を支え、その後他製品へ展開すると発表 | Self-developed Xring will power flagship products before expanding to other products, said Xiaomi | https://www.digitimes.com/news/a20250528VL205/xiaomi-xring-soc-chips-flagship-2025.html |
| May 28, 08:59 | TSMC、ヨーロッパの技術主権への渇望を背景にAIチップ強化のためミュンヘンを活用 | TSMC taps Munich for AI chip push as Europe craves tech sovereignty | https://www.digitimes.com/news/a20250528VL201/tsmc-design-2025-europe-chips.html |
| May 28, 06:53 | 欧州のスタートアップ、環境配慮型製造ソリューションでアジアの半導体業界に挑む | European startups target Asian chip industry with green manufacturing solutions | https://www.digitimes.com/news/a20250527VL203/manufacturing-uk-water-taiwan-semiconductor-industry.html |
| wccftech | |||
| 2025-05-29 | NVIDIAの株価が時間外取引で5.5%急上昇、同社が第1四半期の収益予想を上回る | NVIDIA Stock Skyrockets By 5.5% In After Hours As Firm Beats Q1 Revenue Estimates | https://wccftech.com/nvidia-stock-skyrockets-by-5-5-in-after-hours-as-firm-beats-q1-revenue-estimate/ |
| 2025-05-29 | Nintendo Switch 2のセットアップおよびシステム設定メニューが公開、依然として基本の白と黒のテーマのみ | Nintendo Switch 2 Setup And System Settings Menu Revealed, Still Only Includes Basic White And Black Themes | https://wccftech.com/nintendo-switch-2-setup-and-system-settings-menu-revealed-still-only-includes-basic-white-and-black-themes/ |
| 2025-05-29 | Microsoft、モバイル端末向けにゲーム用Copilotベータ版を開始 | Microsoft Launches Copilot for Gaming Beta on Mobile Devices | https://wccftech.com/microsoft-launches-copilot-for-gaming-beta-on-mobile-devices/ |
| 2025-05-29 | NVIDIA、規制が続くと中国のAI市場で競争に苦戦し、事業閉鎖のリスクが高まると警告 | NVIDIA Warns It May Struggle to Compete in China’s AI Market if Restrictions Persist, Raising Risk of a Business Foreclosure | https://wccftech.com/nvidia-says-that-they-can-no-longer-compete-in-chinese-ai-markets/ |
| 2025-05-29 | Seasonic、より安全な16ピン「12V-2×6」ケーブルと、6つの16ピンコネクタを搭載した3200W PRIME、改良版OptiSinkデザインを採用したPSUを発表 | Seasonic Unveils Safer 16-Pin “12V-2×6” Cables, 3200W PRIME With Six 16-Pin Connectors, Improved OptiSink Design For PSUs | https://wccftech.com/seasonic-safer-16-pin-12v-2×6-cables-3200w-prime-psu-six-16-pin-connectors-improved-optisink-design/ |
| 2025-05-29 | Appleの新たな年ベース命名戦略の一環として、iOS 19は他のアップデートとともにiOS 26に改名され、利用者や開発者の混乱を軽減 | iOS 19 Will Be Renamed To iOS 26 Alongside Other Updates, As Part Of Apple’s New Year-Based Naming Strategy, Making It Less Confusing For Customers And Developers | https://wccftech.com/ios-19-will-be-renamed-to-ios-26/ |
| 2025-05-29 | AOC、初の4K@240Hz QD-OLEDゲーミングモニターを初公開 ― 他のQD-OLEDモデルと併せ、AGON PRO AG276UZDを発表 | AOC Debuts Its First 4K@240Hz QD-OLED Gaming Monitor: Launches AGON PRO AG276UZD Alongside Several Other QD-OLED Models | https://wccftech.com/aoc-launches-agon-pro-ag276uzd/ |
| 2025-05-29 | iOS 19により、Appleは長年要望された機能として、iPhoneからAndroid端末へeSIMをワイヤレスで転送するサポートを導入する可能性 | With iOS 19, Apple May Introduce Support For Wirelessly Transferring eSIMs From iPhones To Android Devices, A Long-Requested Feature For Seamless Switching | https://wccftech.com/with-ios-19-apple-may-introduce-support-for-wirelessly-transferring-esims-from-iphones-to-android-devices/ |
| 2025-05-29 | Snapdragon 8 Elite Leading Editionは、向上したCPUクロックスピードにより、Black Myth: Wukong実行時に快適なフレームレートを実現するも、UE5の問題を回避できず | Snapdragon 8 Elite Leading Edition With Increased CPU Clock Speeds Can Achieve Highly Playable Framerates When Running Black Myth: Wukong With Some Upscaling, But It Cannot Outrun UE5’s Pitfalls | https://wccftech.com/snapdragon-8-elite-leading-edition-running-black-myth-wukong-at-decent-framerate/ |
| 2025-05-29 | 新たな報道で、EAが『ブラックパンサーゲーム』を中止しCliffhanger Gamesを閉鎖したことが明らかに | New Report Reveals EA Canceled Black Panther Game And Shut Down Cliffhanger Games | https://wccftech.com/new-report-reveals-ea-canceled-black-panther-game-and-shut-down-cliffhanger-games/ |
| 2025-05-29 | T-Mobile、T-Lifeアプリを通じてiPhoneの画面を無断で録画し、プライバシーや透明性に関する懸念と企業の疑わしい意図を引き起こす | T-Mobile Silently Screen Records Through Its T-Life App An iPhones Without Permission, Raising Privacy Concerns, Questionable Company Intentions, And Ongoing Transparency Issues | https://wccftech.com/t-mibile-is-silently-screen-recording-iphons-through-t-life-app/ |
| 2025-05-29 | Don’t Nod Published『The Lonesome Guild』の新ゲームプレイトレーラーを公開、デモはSteamで配信中 | Don’t Nod Published The Lonesome Guild Gets New Gameplay Trailer, Demo Now On Steam | https://wccftech.com/dont-nod-published-the-lonesome-guild-gets-new-gameplay-trailer-demo-now-on-steam/ |
| 2025-05-29 | Future Fundのゲイリー・ブラック、テスラ株の評価が根本と乖離しているとの信念を理由に全保有株を売却 | Future Fund’s Gary Black Sells All Of His Remaining Tesla Shares While Citing His Conviction That Tesla’s Valuation “Has Become Disconnected From Underlying Fundamentals” | https://wccftech.com/future-funds-gary-black-sells-all-of-his-remaining-tesla-shares-while-citing-his-conviction-that-teslas-valuation-has-become-disconnected-from-underlying-fundamentals/ |
| 2025-05-29 | Summer Game Fest、今年のショーケースにおいて記録的な60以上のパートナーを迎える | Summer Game Fest Has “Record-Setting” 60+ Partners For This Year’s Showcase | https://wccftech.com/summer-game-fest-has-record-setting-60-partners-for-this-years-showcase/ |
| 2025-05-29 | Cyberpunk 2は前制作段階にあり、Phantom Libertyは1,000万本以上、The Witcher 3は6,000万本以上を売り上げた | Cyberpunk 2 Is in Pre-Production; Phantom Liberty Has Sold 10+ Million Units, The Witcher 3 60+ Million | https://wccftech.com/cyberpunk-2-is-in-pre-production-phantom-liberty-has-sold-10-million-units-the-witcher-3-60-million/ |
| 2025-05-29 | Intel、Lunar Lake SoCで競合を圧倒し、QualcommのSnapdragon X Elite SKUより速いAIパフォーマンスを実現 | Intel Manages To Decimate Competition With Its Lunar Lake SoCs, Bringing Faster AI Performance Compared To Qualcomm’s Snapdragon X Elite SKUs | https://wccftech.com/intel-manages-to-decimate-competition-with-its-lunar-lake-socs/ |
| 2025-05-29 | Kunitsu-Gami: Path of the Goddess ― Otherworldly Venturesによるハンズオンプレビュー『An Endless Night』 | Kunitsu-Gami: Path of the Goddess Otherworldly Ventures Hands-On Preview – An Endless Night | https://wccftech.com/kunitsu-gami-path-of-the-goddess-otherworldly-ventures-hands-on-preview-an-endless-night/ |
| 2025-05-28 | 『ペルソナ4 リメイク』がスパイダーマンによって示唆される | Persona 4 Remake Seemingly Confirmed By Spider-Man | https://wccftech.com/persona-4-remake-seemingly-confirmed-by-spider-man/ |
| 2025-05-28 | NVIDIA DLSS 4の新『ハイパフォーマンス』モードが、パフォーマンスモードよりも高いFPSを実現しつつ、画質への影響を最小限に抑える | NVIDIA DLSS 4 New “High Performance” Mode Delivers Higher FPS Than Performance Mode With Minimal Impact on Image Quality | https://wccftech.com/nvidia-dlss-4-new-high-performance-mode/ |
| 2025-05-28 | SamsungによるNintendo向けSwitch 2 SoC契約がTSMCにとってまれな敗北を示し、AMDとSonyも提携を模索中 | Samsung’s Deal With Nintendo For Switch 2 SoC Marks a Rare Defeat for TSMC; AMD and Sony Now Eyeing Partnership Too | https://wccftech.com/samsung-deal-with-nintendo-for-switch-2-soc-marks-a-rare-defeat-for-tsmc/ |
| 2025-05-28 | Elden Ring Nightreignレビュー ― 『夜を制する』 | Elden Ring Nightreign Review – Conquering the Night | https://wccftech.com/review/elden-ring-nightreign-conquering-the-night/ |
| 2025-05-28 | Pokémon Legends Z-Aが、Nintendo Switch 2版でグラフィックとフレームレートの向上を実現し、10月16日に発売 | Pokémon Legends Z-A Launches On October 16 With “Improved Graphics And Frame Rates” For The Nintendo Switch 2 Version | https://wccftech.com/pokemon-legends-z-a-launches-on-october-16-with-improved-graphics-and-frame-rates-for-the-nintendo-switch-2-version/ |
| 2025-05-28 | Intel、LinuxのMesaグラフィックスドライバ向けに4種の新しい「Battlemage」GPUを発表 ― 次世代ゲーミングGPUの登場を示唆 | Intel Lists Four New “Battlemage” GPUs For Mesa Graphics Driver On Linux, Indicating Next-Gen Gaming GPUs Are On The Way | https://wccftech.com/intel-lists-four-battlemage-gpus-for-mesa-graphics-driver-on-linux/ |
| 2025-05-28 | Of Ash and Steel、ワールドオーバービュートレーラー公開とプレイテスト参加登録開始 | Of Ash and Steel Gets World Overview Trailer and Playtest Signup | https://wccftech.com/of-ash-and-steel-gets-world-overview-trailer-and-playtest-signup/ |
| 2025-05-28 | 初期のNintendo Switch 2は、初日アップデートがなければどのゲームもプレイできない | Early Nintendo Switch 2 Units Cannot Play Any Game Without Day 1 Update | https://wccftech.com/early-nintendo-switch-2-used-day-1-update/ |
| 2025-05-28 | AMD Radeon RX 9060 XT 16GB GPUのベンチマーク流出：VulkanおよびOpenCLテストでRX 7700 XTよりも低速 | AMD Radeon RX 9060 XT 16 GB GPU Benchmarks Leak: Slower Than RX 7700 XT In Vulkan & OpenCL Tests | https://wccftech.com/amd-radeon-rx-9060-xt-16-gb-gpu-benchmarks-leak-slower-rx-7700-xt-vulkan-opencl/ |
| 2025-05-28 | Dark Souls Re-RemasteredのビジュアルオーバーホールMOD新バージョンが、Firelink Shrineなどのエリアを大幅に改善 | Dark Souls Re-Remastered Visual Overhaul Mod New Version Significantly Improves Firelink Shrine and Other Locations | https://wccftech.com/dark-souls-re-remastered-mod-new-version/ |
| 2025-05-28 | AppleのベースiPhone 16が、より高級な『Pro』モデルを抑え、2025年第1四半期の世界ベストセラーに輝く ― 『Plus』モデルは10位 | Apple’s Base iPhone 16 Beats The Company’s More Premium ‘Pro’ Models By Securing Top Spot Of The World’s Best-Selling Smartphones List For Q1 2025; ‘Plus’ Variant Came In Tenth Place | https://wccftech.com/iphone-16-becomes-global-best-selling-smartphone-for-q1-2025/ |
| 2025-05-28 | Oblivion Remasteredの新MODが、新たな光源で帝国都市を夜間により美しく演出 | Oblivion Remastered New Mod Makes the Imperial City More Beautiful at Night With New Light Sources | https://wccftech.com/oblivion-remastered-mod-imperial-city-light/ |
| 2025-05-28 | ASRock、AMD Ryzen 9000シリーズの「Failure Fiasco」がPBO構成に起因すると主張するも、根本問題はさらに深刻な可能性 | ASRock Claims AMD Ryzen 9000 Series “Failure Fiasco” Is Linked to PBO Configurations, But the Actual Issue Might Run Much Deeper | https://wccftech.com/asrock-claim-ryzen-9000-series-failure-fiasco-linked-to-pbo-configurations/ |
| 2025-05-28 | Mario Kart World、リバーストラックモード搭載の可能性を新たな映像が示唆 | Mario Kart World May Feature a Reverse Track Mode, New Gameplay Footage Suggests | https://wccftech.com/mario-kart-world-reverse-track-mode/ |
| 2025-05-28 | MachineGames、未発表プロジェクトを中止した可能性 | MachineGames Might Have Canceled an Unannounced Project | https://wccftech.com/machinegames-might-have-canceled-an-unannounced-project/ |
| 2025-05-28 | Galaxy S26のレンズモジュールは『インクジェットプリンティング』プロセスにより、カメラハードウェアの薄型化と『Edge』モデルへの応用が可能に | Galaxy S26 Lens Modules Rumored To Undergo An ‘Inkjet Printing’ Process, Allowing Samsung To Make The Camera Hardware Thinner, While Also Applying It To Its ‘Edge’ Models | https://wccftech.com/galaxy-s26-series-camera-lens-inkjet-printing-process-to-become-thinner/ |
| 2025-05-28 | Meta、急速に進化するAI業界での競争力確保のため、AI部門をプロダクトチームとAGIチームに分割して開発と機能強化を加速 | Meta Splits Its AI Division Into Product And AGI Teams To Speed Up Development, Enhance Consumer Features, And Stay Competitive In The Rapidly Evolving AI Landscape | https://wccftech.com/meta-splits-its-ai-division-into-product-and-agi-teams-to-speed-up-development-enhance-consumer-features-and-stay-competitive-in-the-rapidly-evolving-ai-landscape/ |
| 2025-05-28 | The Last of Us シーズン2最終回、シーズン1に比して大幅な低迷を記録 | The Last of Us Season 2 Finale Sees Big Decline Over Season 1 | https://wccftech.com/the-last-of-us-season-2-finale-sees-big-decline-over-season-1/ |
| 日経 Tech Foresight | |||
| 2025-05-29 | トランプ関税、牧野フライス価格転嫁 ファナック慎重 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC286OK0Y5A520C2000000 | |
| 2025-05-29 | 先端AIでテスラと差異化、チューリング 都内公道へ | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC282KC0Y5A520C2000000 | |
| 2025-05-29 | 電中研、常温付近の小さな温度変化で熱電発電 IoTに | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC261ZQ0W5A520C2000000 | |
| 2025-05-29 | 【特許】ジェイテック、ウエハー加工のプラズマCVM改善 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC261WU0W5A520C2000000 | |
| 2025-05-28 | チューリング、半導体・EV凍結 自動運転に集中 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC273EW0X20C25A5000000 | |
| マイナビニュース テックプラス | |||
| 2025-05-28 | エア・ウォーター、熊本県大津町に半導体関連事業のグループ複合拠点を開所 | https://news.mynavi.jp/techplus/article/20250528-3339066/ | |
| 2025-05-28 | スピントンネルFET実現へ、阪大などがpn接合で室温スピン伝導を初観測 | https://news.mynavi.jp/techplus/article/20250528-3339016/ | |
| 2025-05-28 | インフィニオン、トレンチベースのSiCスーパージャンクション製品を発表 | https://news.mynavi.jp/techplus/article/20250528-3338866/ | |
| TrendForce | |||
| 2025-05-28 | UMCは中東進出にこだわらず、インテルの12nmプロジェクトを必勝プロジェクトと位置付け、詳細を発表 | UMC Shrugs Off Middle East Expansion; Calls Intel’s 12nm Project a Must-Win with More Details | https://www.trendforce.com/news/2025/05/28/news-umc-shrugs-off-middle-east-expansion-calls-intels-12nm-project-a-must-win-with-more-details/ |
| 2025-05-28 | 米国、25%の半導体関税により10年で1.4兆ドルのGDP損失リスク、特にAIと自動車産業が大打撃に | U.S. Reportedly Risks $1.4T GDP Loss in 10 Years from 25% Chip Tariffs, with AI and Auto Hit Hard | https://www.trendforce.com/news/2025/05/28/news-u-s-reportedly-risks-1-4t-gdp-loss-in-10-years-from-25-chip-tariffs-with-ai-and-auto-hit-hard/ |
| 2025-05-28 | [インサイト] メモリスポット価格最新情報：DDR5の上昇トレンドは鈍化し、DRAMの価格引き上げは第3四半期に穏やかに | [Insights] Memory Spot Price Update: DDR5 Uptrend Slows; DRAM Price Hikes to Moderate in Q3 | https://www.trendforce.com/news/2025/05/28/insights-memory-spot-price-update-ddr5-uptrend-slows-dram-price-hikes-to-moderate-in-q3/ |
| 2025-05-28 | TSMC、2025年第3四半期までにミュンヘンに欧州初のデザインセンターを設立、AIと自動車分野に注力 | TSMC to Open First European Design Center in Munich by Q3 2025, Focusing on AI and Automotive | https://www.trendforce.com/news/2025/05/28/news-tsmc-to-open-first-european-design-center-in-munich-by-q3-2025-focusing-on-ai-and-automotive/ |
| 2025-05-28 | NVIDIAの決算プレビュー：H20の影響、新たな中国向けGPU、GB200/300シリーズの推進 | NVIDIA’s Earnings Preview: H20 Fallout Impact, New China GPU, and GB200/300 Push | https://www.trendforce.com/news/2025/05/28/news-nvidias-earnings-preview-h20-fallout-impact-new-china-gpu-and-gb200300-push/ |
| Semiconductor Digest | |||
| 3 hours ago | AIは重要な通信用チップの設計をより簡単にできるか？ | Can AI Make Critical Communications Chips Easier to Design? | https://www.semiconductor-digest.com/can-ai-make-critical-communications-chips-easier-to-design/ |
| 4 hours ago | 北東マイクロエレクトロニクス連合が、マイクロエレクトロニクス商業化促進のための第3回PROPEL資金調達機会を開始 | Northeast Microelectronics Coalition Launches Third PROPEL Funding Opportunity to Advance Microelectronics Commercialization | https://www.semiconductor-digest.com/northeast-microelectronics-coalition-launches-third-propel-funding-opportunity-to-advance-microelectronics-commercialization/ |
| 4 hours ago | 2025年に石英部品市場の成長が見込まれる | Quartz Parts Market Expected to Grow In 2025 | https://www.semiconductor-digest.com/quartz-parts-market-expected-to-grow-in-2025/ |
| 日本経済新聞 | |||
| 2025-05-29 | NVIDIA株、時間外で一時6%高 市場予想上回る業績で | https://www.nikkei.com/article/DGXZQOGN28E9K0Y5A520C2000000/ | |
| 2025-05-29 | NYダウ反落、244ドル安 NVIDIA決算前に持ち高調整 | https://www.nikkei.com/article/DGXZQOFL2901A0Z20C25A5000000/ | |
| 2025-05-29 | NVIDIA、2〜4月3割増益止まり 2年ぶり最高益更新できず | https://www.nikkei.com/article/DGXZQOGN2740U0X20C25A5000000/ | |
| 2025-05-29 | 米国株、ダウ反落し244ドル安 エヌビディア決算控え様子見 ナスダック反落 | https://www.nikkei.com/article/DGXZQOFL290100Z20C25A5000000/ | |
| 2025-05-29 | 米国株、ダウ反落 エヌビディア決算前に持ち高調整 | https://www.nikkei.com/article/DGXZQOFL28E6G0Y5A520C2000000/ | |
| 2025-05-29 | 日本の半導体、再興なるか？ 技術者育成に国も乗り出す | https://www.nikkei.com/article/DGXZQOUC133JA0T10C25A5000000/ | |
| 2025-05-29 | クールビズ20年、暑さが呼ぶ商機 青山商事はTシャツ売上高8倍 | https://www.nikkei.com/article/DGXZQOUC20C4E0Q5A520C2000000/ | |
| 2025-05-29 | サンリオのROE49%に、海外で「キティ」けん引 首位は西武HD | https://www.nikkei.com/article/DGXZQOTG2253W0S5A520C2000000/ | |
| 2025-05-29 | 「脳バレー」に集う天才たち リビングで挑む創造的破壊 | https://www.nikkei.com/article/DGXZQOGN232L90T20C25A5000000/ | |
| 2025-05-29 | ドイツ株28日 反落、貿易問題に警戒根強く 自動車には買い | https://www.nikkei.com/article/DGXZQOFL28CS30Y5A520C2000000/ | |
| ダイヤモンドオンライン | |||
| May 28 20:35 | 中国が築いた対米「要塞」、先端分野で急成長 | https://diamond.jp/articles/-/365706 | |
| May 28 20:22 | 【財閥系化学3社対決】三井化学が3期連続で利益未達でも三菱ケミ・住友より市場評価が高い理由、PBR1倍超えに欠かせない「もう一段のリストラ」とは？ | https://diamond.jp/articles/-/365690 | |
| May 27 20:25 | フジテレビ日枝氏のような“影の絶対支配者”がここにもいる！元ダルトンの投資ファンド代表が「世界的技術企業」に異例の公開提言 | https://diamond.jp/articles/-/365633 | |
| May 27 20:15 | JX金属社長が「元親会社のENEOSが当社の株を持つメリットはない」と断言！上場後のM＆A戦略も解説 | https://diamond.jp/articles/-/365609 | |
| Tom’s Hardware | |||
| 2025-05-28 21:52 | インテルのLGA9324に関するリークで、最大700W対応のDiamond Rapids Xeon向け9,324ピン搭載の巨大CPUソケットが明らかに | Intel LGA9324 leak reveals colossal CPU socket with 9,324 pins for up to 700W Diamond Rapids Xeons | https://www.tomshardware.com/pc-components/cpus/intel-lga9324-leak-reveals-colossal-cpu-socket-with-9-324-pins-for-up-to-700w-diamond-rapids-xeons |
| 2025-05-28 21:49 | Lian Liが200mmのPCIe 5.0ライザーカーブルを発売、180度から90度への角度コネクタで簡単取り付けを実現 | Lian Li releases 200 mm PCIe 5.0 riser cable, uses 180- to 90-degree angled connector for easy installs | https://www.tomshardware.com/pc-components/gpus/lian-li-releases-200-mm-pcie-5-0-riser-cable-uses-180-to-90-degree-angled-connector-for-easy-installs |
| 2025-05-28 20:02 | NvidiaがAIサーバーラックをメガワット規模に強化、電力供給を5倍以上に増加 | Nvidia to boost AI server racks to megawatt scale, increasing power delivery by five times or more | https://www.tomshardware.com/tech-industry/nvidia-to-boost-ai-server-racks-to-megawatt-scale-increasing-power-delivery-by-five-times-or-more |
| TechPowerup | |||
| 2025-05-28T18:58:16+00:00 | Phylina S480 Max レビュー | Phylina S480 Max Review | https://www.techpowerup.com/review/phylina-s480-max/ |
| 2025-05-28T18:17:49+00:00 | Saber Interactive、World War Z VR の発売を8月12日に発表 | Saber Interactive Announces World War Z VR – Launching on August 12 | https://www.techpowerup.com/337419/saber-interactive-announces-world-war-z-vr-launching-on-august-12 |
| 2025-05-28T18:04:25+00:00 | Xiaomi、独自のチップセット設計が非フラッグシップモバイル端末に搭載される可能性を示唆 | Xiaomi Envisions Proprietary Chipset Designs Being Deployed in non-Flagship Mobile Devices | https://www.techpowerup.com/337418/xiaomi-envisions-proprietary-chipset-designs-being-deployed-in-non-flagship-mobile-devices |
| 2025-05-28T17:12:49+00:00 | AMD、Enosemiを買収 ― AIシステム向けのコパッケージド・オプティクス革新を加速 | AMD Acquires Enosemi – Taking Steps to Accelerate Co-Packaged Optics Innovation for AI Systems | https://www.techpowerup.com/337417/amd-acquires-enosemi-taking-steps-to-accelerate-co-packaged-optics-innovation-for-ai-systems |
| 2025-05-28T17:04:23+00:00 | ASRockのマザーボードチーム、過度なPBO設定がRyzen 9000 CPUに損害を与えたと主張 | ASRock Motherboard Team Believes That Overly Fierce PBO Settings Have Damaged Ryzen 9000 CPUs | https://www.techpowerup.com/337416/asrock-motherboard-team-believes-that-overly-fierce-pbo-settings-have-damaged-ryzen-9000-cpus |
| 2025-05-28T16:20:18+00:00 | Rainbow Six Siege XのUXディレクター、アクセシビリティ機能について語る | Rainbow Six Siege X’s UX Director Talks About Accessibility Features | https://www.techpowerup.com/337415/rainbow-six-siege-xs-ux-director-talks-about-accessibility-features |
| 2025-05-28T16:15:45+00:00 | NVIDIA、1MWのAIラックを駆動するために800Vパワーインフラの導入を計画 | NVIDIA Plans 800 V Power Infrastructure to Drive 1 MW AI Racks | https://www.techpowerup.com/337414/nvidia-plans-800-v-power-infrastructure-to-drive-1-mw-ai-racks |
| 2025-05-28T16:08:01+00:00 | Intel Mesaドライバー、未発表のArc Xe2「Battlemage」GPU識別子を追加して更新 | Intel Mesa Driver Updated with Unannounced Arc Xe2 “Battlemage” GPU Identifiers | https://www.techpowerup.com/337413/intel-mesa-driver-updated-with-unannounced-arc-xe2-battlemage-gpu-identifiers |
| 2025-05-28T15:35:07+00:00 | PowerColorのRX 9070 XT Red Devil Special Edition、磁気式の交換可能なバックプレートを搭載 | PowerColor’s RX 9070 XT Red Devil Special Edition Features Magnetic Swappable Backplates | https://www.techpowerup.com/337412/powercolors-rx-9070-xt-red-devil-special-edition-features-magnetic-swappable-backplates |
| 2025-05-28T15:11:33+00:00 | Microsoftの『Copilot for Gaming』ベータトライアル、モバイルプラットフォームで提供開始 | Microsoft’s “Copilot for Gaming” Beta Trial Available Now on Mobile Platforms | https://www.techpowerup.com/337411/microsofts-copilot-for-gaming-beta-trial-available-now-on-mobile-platforms |
| 2025-05-28T15:02:47+00:00 | Acer Nitro AIラップトップ、GeForce RTX 5050モバイルGPU仕様で確認 | Acer Nitro AI Laptops Spotted with GeForce RTX 5050 Mobile GPU Specs | https://www.techpowerup.com/337406/acer-nitro-ai-laptops-spotted-with-geforce-rtx-5050-mobile-gpu-specs |
| 2025-05-28T15:02:02+00:00 | Pwnage、Zenblade V2ハール効果ゲーミングキーボードを発売 | Pwnage Launches Zenblade V2 Hall Effect Gaming Keyboards | https://www.techpowerup.com/337410/pwnage-launches-zenblade-v2-hall-effect-gaming-keyboards |
| 2025-05-28T14:57:11+00:00 | Intel『Diamond Rapids』Xeon、9,324ピンLGA9324ソケットで初登場 | Intel “Diamond Rapids” Xeon to Debut on 9,324-Pin LGA9324 Socket | https://www.techpowerup.com/337409/intel-diamond-rapids-xeon-to-debut-on-9-324-pin-lga9324-socket |
| 2025-05-28T14:54:04+00:00 | Boxelware、SteamでAquapark Tycoonの初デモ版を発表 ― 海賊も登場！ | Boxelware Launches First Demo of Aquapark Tycoon on Steam – With Pirates Aboard! | https://www.techpowerup.com/337408/boxelware-launches-first-demo-of-aquapark-tycoon-on-steam-with-pirates-aboard |
| 2025-05-28T14:45:51+00:00 | NACON、Revosim RS Pure Bundleを発売し、本格的なシムレーシングラインナップを公開 | NACON Launches Revosim RS Pure Bundle, Reveals Full Sim Racing Lineup | https://www.techpowerup.com/337407/nacon-launches-revosim-rs-pure-bundle-reveals-full-sim-racing-lineup |
| 2025-05-28T14:30:13+00:00 | HPE、Aruba Networkingの有線および無線ポートフォリオを拡大 | HPE Expands Its Aruba Networking Wired and Wireless Portfolio | https://www.techpowerup.com/337405/hpe-expands-its-aruba-networking-wired-and-wireless-portfolio |
| 2025-05-28T14:17:56+00:00 | F1 25発売前に、EAが最新のグラフィックスドライバー更新を推奨 | In Advance of F1 25’s Launch, EA Recommends Latest Graphics Driver Updates | https://www.techpowerup.com/337403/in-advance-of-f1-25s-launch-ea-recommends-latest-graphics-driver-updates |
| 2025-05-28T14:07:09+00:00 | Yeston、Radeon RX 9060 XT Game Ace 16GBモデルを発表 | Yeston Reveals Radeon RX 9060 XT Game Ace 16 GB Model | https://www.techpowerup.com/337402/yeston-reveals-radeon-rx-9060-xt-game-ace-16-gb-model |
| 2025-05-28T13:24:17+00:00 | NVIDIA BlackwellがAI工場の中心に ― Dell Technologies製 | NVIDIA Blackwell a Focal Point in AI Factories; As Built by Dell Technologies | https://www.techpowerup.com/337401/nvidia-blackwell-a-focal-point-in-ai-factories-as-built-by-dell-technologies |
| 2025-05-28T12:32:36+00:00 | DDR5の価格上昇傾向が緩和、2025年第3四半期にはDRAM全体の価格が下落へ | DDR5 Price Uptrend Weakens, Overall DRAM Prices to Cool Down in Q3 2025 | https://www.techpowerup.com/337398/ddr5-price-uptrend-weakens-overall-dram-prices-to-cool-down-in-q3-2025 |
| 2025-05-28T11:25:42+00:00 | Inno3D、GeForce RTX 5090およびRTX 5080 Frostbite Proグラフィックスカードを発表 | Inno3D Intros GeForce RTX 5090 and RTX 5080 Frostbite Pro Graphics Cards | https://www.techpowerup.com/337396/inno3d-intros-geforce-rtx-5090-and-rtx-5080-frostbite-pro-graphics-cards |
| 2025-05-28T11:17:41+00:00 | AGON by AOC、新型UHD 240Hz QD-OLED AGON PRO AG276UZDモニターを発表 | AGON by AOC Unveils New UHD 240 Hz QD-OLED AGON PRO AG276UZD Monitor | https://www.techpowerup.com/337395/agon-by-aoc-unveils-new-uhd-240-hz-qd-oled-agon-pro-ag276uzd-monitor |
| 2025-05-28T08:10:13+00:00 | D-Link、新型DBRルーター＆アクセスポイントを発表 | D-Link Unveils the New DBR Router & Access Point | https://www.techpowerup.com/337394/d-link-unveils-the-new-dbr-router-access-point |
| EETimes Taiwan | |||
| 2025-05-28 | RISC-V、創設から15周年を迎え、全世界で急速に普及 | RISC-V 成立滿 15 週年 全球快速普及 | https://www.eettaiwan.com/20250528nt61-risc-v-turns-15-with-fast-global-adoption/ |
| 2025-05-28 | スマート電子錠が家主に安心をもたらす | 智慧電子鎖讓屋主安心 | https://www.eettaiwan.com/20250528ta71-smart-locks-bring-peace-of-mind-to-homeowners/ |
| 2025-05-28 | HBM4新規格が製造の敷居を引き上げ、プレミアム率は30%以上 | HBM4新規格拉高製造門檻 溢價幅度逾30% | https://www.eettaiwan.com/20250528nt21-new-hbm4-specifications-raise-manufacturing-threshold/ |
| 2025-05-27 | GaN技術を活用してモータードライブを革新 | 利用GaN技術革新馬達驅動 | https://www.eettaiwan.com/20250527ta31-revolutionizing-motor-drives-with-gan-technology-the-need-for-a-new-packaging-system/ |
| 2025-05-27 | IOWNが華々しく登場、NTTが中華電信と共に国際共同パフォーマンス | IOWN粉墨登場 NTT攜手中華電信跨國共演 | https://www.eettaiwan.com/20250527nt11-ntt-and-cht-jointly-perform-together-by-iown-technology/ |
| 2025-05-27 | AI PCが低価格化に向かい、2025年のPC市場の成長を推進 | AI PC邁向平價化 驅動2025年PC市場成長 | https://www.eettaiwan.com/20250527nt21-ai-pc-price-parity-drives-pc-market-growth-in-2025/ |
| EETimes Asia | |||
| 2025-05-28 | IonQ と KISTI が、韓国の世界的量子競争における役割の加速を目指して協力 | IonQ and KISTI Collaborate to Accelerate South Korea’s Role in Global Quantum Race | https://www.eetasia.com/ionq-and-kisti-collaborate-to-accelerate-south-koreas-role-in-global-quantum-race/ |
| 2025-05-28 | SKハイニックスが321層NANDをベースとしたUFS 4.1ソリューションを開発 | SK hynix Develops UFS 4.1 Solution Based on 321-High NAND | https://www.eetasia.com/sk-hynix-develops-ufs-4-1-solution-based-on-321-high-nand/ |
| 2025-05-28 | NordicのセルラーIoTモジュールが日本のNTT DOCOMO LTE-Mネットワークで利用可能と認定 | Nordic’s Cellular IoT Module Validated for Use on NTT DOCOMO LTE-M Network in Japan | https://www.eetasia.com/nordics-cellular-iot-module-validated-for-use-on-ntt-docomo-lte-m-network-in-japan/ |
| 2025-05-28 | CXL 3.1 と PCIe 6.2 が計算効率を再定義 | CXL 3.1 and PCIe 6.2 Redefining Compute Efficiency | https://www.eetasia.com/cxl-3-1-and-pcie-6-2-redefining-compute-efficiency/ |
| 2025-05-27 | 2024年、世界のSiC基板収益が9%減少 | Global SiC Substrate Revenue Down 9% in 2024 | https://www.eetasia.com/global-sic-substrate-revenue-down-9-in-2024/ |
| 2025-05-27 | 業界ベテランのDr. David EmersonがWolfspeedのCOOに就任 | Industry Veteran Dr. David Emerson Appointed as COO of Wolfspeed | https://www.eetasia.com/industry-veteran-dr-david-emerson-appointed-as-coo-of-wolfspeed/ |
| 2025-05-27 | FocalPoint と STMicroelectronics が協力し、強化された自動車向けGNSSソリューションを提供 | FocalPoint and STMicroelectronics Collaborate to Deliver Enhanced Automotive GNSS Solution | https://www.eetasia.com/focalpoint-and-stmicroelectronics-collaborate-to-deliver-enhanced-automotive-gnss-solution/ |
| 2025-05-27 | 中国半導体市場の転換期 | China Semiconductor Market’s Pivotal Moment | https://www.eetasia.com/china-semiconductor-markets-pivotal-moment/ |
| EETimes India | |||
| 2025-05-28 | PEGATRONが液体冷却・超高密度GPUラックソリューションでCOMPUTEX 2025にてAIの未来を切り拓く | PEGATRON Driving the Future of AI with Liquid-Cooled, Ultra High-Density GPU Rack Solutions at COMPUTEX 2025 | https://www.eetindia.co.in/pegatron-driving-the-future-of-ai-with-liquid-cooled-ultra-high-density-gpu-rack-solutions-at-computex-2025/ |
| 2025-05-28 | ASPEEDの次世代SoCとスマートパトロールカメラがテクノロジーの未来を形作る | ASPEED Next-Gen SoC and Smart Patrol Camera Shaping the Future of Technology | https://www.eetindia.co.in/aspeed-next-gen-soc-and-smart-patrol-camera-shaping-the-future-of-technology/ |
| 2025-05-28 | STMicroelectronicsがシンガポールでの『Lab-in-Fab』共同研究により圧電MEMS技術を進化させる | STMicroelectronics Advances Piezoelectric MEMS Tech with “Lab-in-Fab” Collaboration in Singapore | https://www.eetindia.co.in/stmicroelectronics-advances-piezoelectric-mems-tech-with-lab-in-fab-collaboration-in-singapore/ |
| 2025-05-28 | Renesas、インドにおける新設・拡張された研究開発施設で存在感を強化 | Renesas Strengthens Presence in India with New and Expanded R&D Facilities | https://www.eetindia.co.in/renesas-strengthens-presence-in-india-with-new-and-expanded-rd-facilities/ |
| ZDNET Korea | |||
| 2025-05-29 | 第21回大統領選事前投票開始…「投票用紙の撮影・二重投票は禁止です」 | 21대 대선 사전 투표 시작…”투표 용지 촬영·이중 투표 안돼요” | https://www.zdnet.co.kr/20250528183056%22%20title=%22 |
| 2025-05-29 | “爽やかな夏をお過ごしください”…イーマート、果物・冷感寝具が割引販売 | “시원한 여름 보내세요”…이마트, 과일·냉감침구 할인 판매 | https://www.zdnet.co.kr/20250528234230%22%20title=%22 |
| 2025-05-28 | 놀유니버스、‘2025 韓国宿泊セールフェスタ’に参加 | 놀유니버스, ‘2025 대한민국 숙박세일 페스타’ 동참 | https://www.zdnet.co.kr/20250528233206%22%20title=%22 |
| 2025-05-28 | [ZD SW Today] 세이지 ビジョン、マシンビジョン分野で革新賞を受賞 他 | [ZD SW 투데이] 세이지 비전, 머신비전 분야 혁신상 수상 外 | https://www.zdnet.co.kr/20250528163916%22%20title=%22 |
| 2025-05-28 | 아이엘、天安第2工場完成…生産能力を10倍に拡大 | 아이엘, 천안 제2공장 준공…생산능력 10배 키운다 | https://www.zdnet.co.kr/20250528232651%22%20title=%22 |
| 2025-05-28 | 1日売上9億ウォン…ウィニックス、除湿機の販売で新記録 | 일매출 9억원…위닉스, 제습기 판매 신기록 | https://www.zdnet.co.kr/20250528231407%22%20title=%22 |
| 2025-05-28 | ハイエムソルテック、LGシステムエアコンの事前点検を拡大 | 하이엠솔루텍, LG시스템에어컨 사전점검 확대 | https://www.zdnet.co.kr/20250528230628%22%20title=%22 |
| 2025-05-28 | “日本進出、戦略的アプローチがカギ”…ディーエルジー、スタートアップ向けセミナー | “일본 진출, 전략적 접근이 답”···디엘지, 스타트업 대상 세미나 | https://www.zdnet.co.kr/20250528230508%22%20title=%22 |
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| 中央日報 | |||
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| BAIDU | |||
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