Semiconductor News 20250607

TOC

Main News

  1. NVIDIA domination of the AI chip market and the rise of ASICs: In Q1 2025, NVIDIA has a 92% share of the AIB GPU market, with ASICs challenging its dominance; Huawei’s Ascend 910C is having difficulty entering the market due to overheating issues and lock-in to NVIDIA’s CUDA ecosystem Huawei’s Ascend 910C has difficulty entering the market due to overheating issues and a lock-in to NVIDIA’s CUDA ecosystem.
  2. TSMC and Samsung Investments and Geopolitical Pressure: TSMC’s additional $100 billion investment has prompted the Trump administration to increase pressure on Samsung.
  3. GlobalFoundries ‘ Major Manufacturing Expansion: GlobalFoundries is planning a major expansion of its chip plant in Dresden with an investment of €1.1 billion, and is also investing $16 billion in manufacturing and advanced packaging in the United States.
  4. S . Korean Government Support for Semiconductor Industry: South Korea’s new president has announced a technology vision to provide 9 trillion won of semiconductor support to Samsung and SK Hynix. This demonstrates the government’s commitment to strengthening the domestic industry.
  5. Global Semiconductor Equipment Market Growth: In the first quarter of 2025, global semiconductor equipment shipments reached $32.05 billion, up 21% from the same period last year, indicating solid growth in the semiconductor industry.
  6. Intel’s High Margin Target for New Products: Intel is targeting at least 50% profit margins on all new products as it works its way out of economic difficulty. This is a strategic move by the company to improve profitability.
  7. China’s Hidden Use of ChatGPT: OpenAI has revealed that China has been covertly using ChatGPT to spread propaganda, manipulate social media engagement, and target journalists and politicians in AI-driven influence campaigns.
  8. Samsung Accelerating LPDDR6 RAM Development: Samsung aims to accelerate development of LPDDR6 RAM in the second half of 2025 to gain an edge over Chinese manufacturers, and Qualcomm will be one of the first adopters of this technology.
  9. Kioxia Increases NAND Flash Production for AI Data Centers: Kioxia plans to double its production over the next five years to boost NAND flash supply for AI data centers. This demonstrates the impact of AI demand on memory production.
  10. U.S. Export Restrictions and China’s Position in Chip Competition: The U.S. Secretary of Commerce said China is lagging far behind in the chip race because U.S. export restrictions are slowing Beijing’s progress. This highlights the ongoing technological competition and trade restrictions.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Jun 6, 10:30AIチップ戦争:ASICの台頭がNvidiaの覇権に挑戦、TSMCがすべてを握るThe AI chip wars: ASIC uprising challenges Nvidia’s crown as TSMC takes allhttps://www.digitimes.com/news/a20250606PD217/nvidia-asic-tsmc-ai-gpu-market.html
Jun 6, 16:01HuaweiはNvidiaの支配を打破できるか? 2つの主要課題がAscend 910Cの進出を妨げるCan Huawei break Nvidia’s hold? 2 key issues undercut Ascend 910C pushhttps://www.digitimes.com/news/a20250606PD237/huawei-nvidia-ascend-cuda-adoption.html
Jun 6, 13:58GlobalFoundries、Dresdenのチップ工場に11億ユーロの投資で大規模拡張を計画GlobalFoundries plans major expansion of Dresden chip fab with EUR1.1 billion investmenthttps://www.digitimes.com/news/a20250606PD236/globalfoundries-europe-germany-wafer-fab-expansion.html
Jun 6, 11:33TSMCの追加1000億ドル投資が、トランプ政権にSamsungへの圧力強化を促すTSMC’s additional US$100B investment prompts Trump administration to intensify pressure on Samsunghttps://www.digitimes.com/news/a20250606PD225/tsmc-samsung-usa-chips-act-investment-2025.html
Jun 6, 11:00GaN-on-SiC技術が、米中の軍事レーダー競争を加速させるGaN-on-SiC technology fuels US-China military radar racehttps://www.digitimes.com/news/a20250606PD226/gan-sic-materials-military-competition-technology.html
Jun 6, 14:00GokeがSMIC設立のNSIを掌握し、BAWフィルターおよびMEMSファウンダリ技術への進出を図るGoke takes control of SMIC-founded NSI in push into BAW filters, MEMS foundry techhttps://www.digitimes.com/news/a20250606VL209/manufacturing-smic-acquisition.html
Jun 6, 11:08メモリモジュールメーカーGoldkeyがIPO承認を受け、2025年下半期の急成長を見込むMemory module maker Goldkey approved for IPO, eyes strong growth in 2H25https://www.digitimes.com/news/a20250606PD205/memory-growth-ipo-2025-tse.html
Jun 6, 11:01Broadcomが、堅調なAI主導の需要とVMWareの後押しにより、力強い収益成長を報告Broadcom reports strong earnings growth on robust AI-driven demand and VMWare boosthttps://www.digitimes.com/news/a20250606VL200/broadcom-revenue-demand-growth-2025.html
Jun 6, 10:59BroadcomはAIの勢いが持続すると見込み、2026会計年度までの成長を目指すBroadcom sees sustained AI momentum, eyes continued growth through fiscal 2026https://www.digitimes.com/news/a20250606VL204/broadcom-growth-2026-performance-2025.html
Jun 6, 10:58韓国の新大統領の技術ビジョン:SamsungとSK Hynixに9兆ウォン規模の半導体支援をSouth Korea’s new presidential tech vision: KRW9 trillion semiconductor boost for Samsung and SK Hynixhttps://www.digitimes.com/news/a20250606PD219/sk-hynix-samsung-semiconductors-development.html
Jun 6, 06:562025年、DRAM価格は下がらない見込み;Team GroupはエッジAIの機会を積極的に取り入れるDRAM prices unlikely to drop in 2025; Team Group embraces edge AI opportunitieshttps://www.digitimes.com/news/a20250604PD207/dram-2025-team-group-ddr4-production.html
Jun 6, 06:55ArmのZena CSSが、自動車用チップの開発期間を1年短縮Arm’s Zena CSS shaves a year off auto chip developmenthttps://www.digitimes.com/news/a20250605VL209/arm-development-automotive-vehicle-software.html
Jun 6, 06:54インドが、台湾に倣ったチップ研究開発拠点の設立で国内エコシステムを活性化させようとするIndia eyes Taiwan-inspired chip R&D hub to jumpstart domestic ecosystemhttps://www.digitimes.com/news/a20250604VL201/cleanroom-itri-taiwan-development.html
wccftech
2025-06-07ARC Raiders、2025年10月にPS5、Xbox Series X/S、PC向けに登場ARC Raiders Arrives On PS5, Xbox Series X/S, And PC In October 2025https://wccftech.com/arc-raiders-arrives-on-ps5-xbox-series-x-s-and-pc-in-october-2025/
2025-06-07Dying Light: The Beast、8月22日に発売Dying Light: The Beast Launches on August 22https://wccftech.com/dying-light-the-beast-launches-on-august-22/
2025-06-07Game of Thrones: War for Westeros、2026年発売の高品質PC向けRTSゲームGame of Thrones: War for Westeros Is a Premium PC RTS Due in 2026https://wccftech.com/game-of-thrones-war-for-westeros-is-a-premium-pc-rts-due-in-2026/
2025-06-07The CUBE、Atomic Heartの世界観を舞台にしたMMORPGシューターThe CUBE Is an MMORPG Shooter Set in the Atomic Heart Universehttps://wccftech.com/the-cube-is-an-mmorpg-shooter-set-in-the-atomic-heart-universe/
2025-06-07Atomic Heart II発表、PCおよびコンソール向けに登場Atomic Heart II Announced, Coming To PC And Consoleshttps://wccftech.com/atomic-heart-ii-announced-coming-to-pc-and-consoles/
2025-06-07Onimusha Way of the Swordの新トレーラーがゲームプレイの新たな魅力を紹介Onimusha Way of the Sword New Trailer Provides New Look At Gameplayhttps://wccftech.com/onimusha-way-of-the-sword-new-trailer-provides-new-look-at-gameplay/
2025-06-07Samsung、Galaxy Watchシリーズで睡眠時無呼吸症候群検出のグローバルアクセスを拡大、より多くのユーザーが呼吸の乱れを監視して睡眠健康を向上Samsung Expands Global Access To Sleep Apnea Detection On Galaxy Watch Series, Enabling More Users To Monitor Breathing Irregularities And Improve Sleep Healthhttps://wccftech.com/samsung-expands-global-access-to-sleep-apnea-detection-on-galaxy-watch-series-enabling-more-users-to-monitor-breathing-irregularities-and-improve-sleep-health/
2025-06-07Code Vein II、2026年にPCおよびコンソール向けで発売予定と発表Code Vein II Announced For a 2026 Release on PC and Consoleshttps://wccftech.com/code-vein-ii-announced-with-new-cinematic-trailer-launches-in-2026-on-pc-and-consoles/
2025-06-07Mortal Shell 2明らかに、2026年にPS5、Xbox Series X/S、PC向けに登場Mortal Shell 2 Revealed, Coming To PS5, Xbox Series X/S, And PC In 2026https://wccftech.com/mortal-shell-2-revealed-coming-to-ps5-xbox-series-x-s-and-pc-in-2026/
2025-06-07SpaceX、Flight 9からわずか10日足らずでStarshipフライト10用ロケットを予想外に発進SpaceX Surprisingly Fires Up Rocket For Starship Flight 10 Less Than 10 Days After Flight 9!https://wccftech.com/spacex-surprisingly-fires-up-rocket-for-starship-flight-10-less-than-10-days-after-flight-9/
2025-06-07Chronicles: Medieval、Mount and Bladeに似た『ダイナミックな中世サンドボックスRPG』が来年アーリーアクセスで登場Chronicles: Medieval Is a Mount and Blade-Like ‘Dynamic Medieval Sandbox RPG’ Out Next Year in Early Accesshttps://wccftech.com/chronicles-medieval-is-a-mount-and-blade-like-dynamic-medieval-sandbox-rpg-out-next-year-in-early-access/
2025-06-07Amazon MGM StudioのMass Effect TVシリーズ、Star Trek: Beyondの脚本家Doug Jungをショーランナーに起用Amazon MGM Studio’s Mass Effect TV Series Taps Star Trek: Beyond Writer Doug Jung To Be The Showrunnerhttps://wccftech.com/amazon-mgm-studios-mass-effect-tv-series-taps-star-trek-beyond-writer-doug-jung-to-be-the-showrunner/
2025-06-07Nintendo Switch 2、ネイティブなキーボードとマウスサポートを搭載している模様Nintendo Switch 2 Seems To Have Native Keyboard And Mouse Supporthttps://wccftech.com/nintendo-switch-2-seems-to-have-native-keyboard-and-mouse-support/
2025-06-07iOS 26は、iOS 7以来最大のデザイン変更で『デジタルガラス』を搭載、Safariも大幅刷新されるが、アプリアイコンはほとんど変更されない見込みiOS 26 To Feature ‘Digital Glass’ In Its Biggest Redesign Since iOS 7, Major Safari Overhaul Expected, But App Icons Will Largely Remain Unchangedhttps://wccftech.com/ios-26-redesign-detailed-in-report-digital-glass-more/
2025-06-06OpenAI、チャットGPTを中国が秘密裏に利用し、プロパガンダの拡散、ソーシャルメディアのエンゲージメント操作、ジャーナリストや政治家を標的にしたAI駆使の影響力キャンペーンを展開したことを明らかにOpenAI Reveals China Covertly Used ChatGPT To Spread Propaganda, Manipulate Social Media Engagement, And Target Journalists And Politicians In A Coordinated AI-Powered Influence Campaignhttps://wccftech.com/openai-reveals-china-covertly-used-chatgpt-to-spread-propaganda-manipulate-social-media-engagement-and-target-journalists-and-politicians-in-a-coordinated-ai-powered-influence-campaign/
2025-06-06Apple、対象のApple Watchモデル限定でwatchOS 26の最大アップデートを発表へApple Will Announce Its Biggest watchOS 26 Update For Only These Apple Watch Modelshttps://wccftech.com/watchos-26-supported-apple-watch-models/
2025-06-06Intelの新製品は全て最低50%の利益率で発売されると製品CEOが語り、Team Blueは経済的苦境から脱却を試みるIntel’s New Products Will All Launch With At Least 50% Margins, Says Products CEO, As Team Blue Tries to Escape Economic Struggleshttps://wccftech.com/intel-new-products-will-all-launch-with-at-least-50-margins/
2025-06-06Lies Of P: Overtureの発売トレーラーがオンラインで流出、今週末にサプライズリリースへ[更新]Lies Of P: Overture Launch Trailer Seemingly Leaks Online, Will Be Shadow-Dropped This Weekend [Updated]https://wccftech.com/lies-of-p-overture-launch-trailer-seemingly-leaks-online-will-be-shadow-dropped-this-weekend/
2025-06-06Zelda: Tears of the Kingdom、レイトレーシングを搭載したモッドが新たな8K動画で驚異的な映像を披露Zelda: Tears of the Kingdom Modded With Ray Tracing Looks Stunning in New 8K Videohttps://wccftech.com/zelda-tears-of-the-kingdom-ray-tracing-8k/
2025-06-06Persona 4リメイク、今年のXbox Games Showcaseで発表されるとの噂Persona 4 Remake To Be Revealed During This Year’s Xbox Games Showcase – Rumorhttps://wccftech.com/persona-4-remake-revealed-xbox/
2025-06-06ARK、PS5 Pro向けパッチでPSSRサポート、UE5.5アップグレード、10周年記念を実施ARK Gets PS5 Pro Patch with PSSR Support, UE5.5 Upgrade, and 10-Year Anniversaryhttps://wccftech.com/ark-gets-ps5-pro-patch-with-pssr-support-ue5-5-upgrade-and-10-year-anniversary/
2025-06-06Samsung、2025年下半期にLPDDR6 RAMの開発を加速し中国メーカーに対して優位に立つ狙い、Qualcommがこの技術を最初に採用するトップ企業の一つにSamsung Is Accelerating Development Of LPDDR6 RAM In H2 2025 To Obtain A Lead Against Chinese Manufacturers, Qualcomm Will Be One Of The First Top Adopt This Technologyhttps://wccftech.com/samsung-accelerating-lpddr6-ram-development-in-h2-2025/
2025-06-06Apple、2024年のグローバルApp Store調査を公開し、世界経済に1.3兆ドルを貢献、取引の90%には手数料を取らなかったと主張Apple Shares 2024 Global App Store Study, Claiming It Has Contributed $1.3 Trillion To The World Economy, While Collecting 0 Percent Commission From 90 Percent Of The Amounthttps://wccftech.com/apple-shares-2024-app-store-study-contributing-1-3-trillion-to-global-economy/
2025-06-06Black Myth Wukong、PC/PS5発売のちょうど1年後にXbox版リリース予定Black Myth Wukong Xbox Launch Scheduled for Exactly One Year After PC/PS5https://wccftech.com/black-myth-wukong-xbox-launch-scheduled-for-exactly-one-year-after-pc-ps5/
2025-06-06Appleの独自モデム開発計画がQualcommの数十億ドル規模の収益を脅かすが、同チップメーカーは自動車、IoT、その他新興市場への拡大に注力Apple’s Custom Modem Ambitions Threaten Qualcomm’s Multi-Billion Dollar Revenue, But The Chipmaker Focuses On Expanding Into Automotive, IoT, And Other Emerging Marketshttps://wccftech.com/apples-custom-modem-ambitions-threaten-qualcomms-multi-billion-dollar-revenue/
2025-06-06AppleのiPhone 17ラインナップは最新のQi 2.2ワイヤレス規格に対応し、50Wの充電が可能に、最新漏洩情報では新Magsafeモデルも確認されているApple’s iPhone 17 Lineup Might Support The Latest Qi 2.2 Wireless Standard, Bringing In 50W Of Charging, With New MagSafe Models Pictured In The Latest Leakhttps://wccftech.com/iphone-17-lineup-could-support-qi-2-2-bringing-50w-wireless-charging/
2025-06-06Epomaker TH85 ワイヤレスゲーミングキーボードレビュー – 頑丈でコンパクト、しかもコスパ良好な選択肢Epomaker TH85 Wireless Gaming Keyboard Review – Solid, Compact & a Budget-Friendly Optionhttps://wccftech.com/review/epomaker-th85-wireless-gaming-keyboard-review/
2025-06-06新たなCyberpunk 2077 DLCの噂が飛び交うRumors Abound of a New Cyberpunk 2077 DLChttps://wccftech.com/rumors-abound-of-a-new-cyberpunk-2077-dlc/
2025-06-06ArkaneのDeathloop、Epic Games Storeで1週間無料配信中Arkane’s Deathloop Is Free For A Week On The Epic Games Storehttps://wccftech.com/arkanes-deathloop-is-free-for-a-week-on-the-epic-games-store/
2025-06-06NVIDIA、2025年第1四半期のAIB GPU市場で92%のシェアを独占、AMDは8%、Intelは0%にNVIDIA Dominates AIB GPU Market With 92% Share In Q1 2025, AMD Drops To 8% & Intel To 0%https://wccftech.com/nvidia-dominates-aib-gpu-market-share-in-q1-2025-amd-intel-drop/
2025-06-06米商務長官ハワード・ラトニック、輸出規制で北京の進展を遅らせる中、中国はチップ争いで大きく後れを取っていると発言U.S. Commerce Secretary Howard Lutnick Says China Is Far Behind in the Chip Race As U.S. Export Controls Manage to Stall Beijing’s Progresshttps://wccftech.com/us-commerce-secretary-says-china-is-far-behind-in-the-chip-race/
2025-06-06XDefiantのプロデューサー、サーバー永久停止を受けてUbisoftとゲーム業界を離れるXDefiant Producer Leaves Ubisoft And The Game Industry After XDefiant Servers Shut Down For Goodhttps://wccftech.com/xdefiant-producer-leaves-ubisoft-and-game-industry-after-xdefiant-servers-shut-down/
2025-06-06トランプ、イーロン・マスクはTDSを持っているとし、TeslaのCEOはEV義務が撤廃されたことに不満を抱いているだけだと発言Trump Thinks Elon Musk Has TDS, Says The CEO Of Tesla Is Only Upset Because The EV Mandate Was Taken Awayhttps://wccftech.com/trump-says-hes-very-disappointed-in-elon-musk-says-the-ceo-of-tesla-is-only-upset-because-the-ev-mandate-was-taken-away-and-his-nasa-administrator-choice-was-rejected/
2025-06-06中国のテック大手は、過熱問題とNVIDIAのCUDAによる既存のエコシステムロックインのため、Huaweiのチップを購入していないChina’s Tech Titans Aren’t Buying Huawei Chips Due To Overheating Issues And NVIDIA’s Existing Ecosystem Lock-Ins Via CUDAhttps://wccftech.com/chinas-tech-titans-arent-buying-huawei-chips-due-to-overheating-issues-and-nvidias-existing-ecosystem-lock-ins-via-cuda/
2025-06-06AMD、Radeon RX 9060 XT対応のAdrenalin Edition 25.6.1をリリース、12以上のゲームにFSR 4サポートを追加AMD Rolls Out Adrenalin Edition 25.6.1 With Support For Radeon RX 9060 XT, Adds FSR 4 Support To Over A Dozen Gameshttps://wccftech.com/amd-rolls-out-adrenalin-edition-25-6-1/
日経 Tech Foresight
2025-06-06NVIDIA独壇場、インテルやAMDの影薄く 台湾IT見本市https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC055RG0V00C25A6000000
マイナビニュース テックプラス
2025-06-06東大 生研など、ゲートオールアラウンド型酸化物半導体トランジスタを開発https://news.mynavi.jp/techplus/article/20250606-3345911/
2025-06-062025年第1四半期の半導体製造装置市場は前年同期比21%増の320.5億ドル、SEMI調べhttps://news.mynavi.jp/techplus/article/20250606-3346754/
2025-06-06GF、米国での半導体製造と先端パッケージングの拡充に160億ドルを投資https://news.mynavi.jp/techplus/article/20250606-3346711/
2025-06-06注目集める「ガラス基板」とは何か。実用化のカギは?https://news.mynavi.jp/techplus/article/20250606-3346237/
2025-06-062025 IEEE Symposium on VLSI Technology & Circuitsプレビュー 第6回 バイオメディカル回路およびデジタル回路の注目論文https://news.mynavi.jp/techplus/article/vlsi2025-6/
TrendForce
2025-06-06SMICが戦略的な動きとして、寧波の株式を地元の半導体メーカーGoke Microに譲渡SMIC Offloads Ningbo Stake to Local Chipmaker Goke Micro in Strategic Movehttps://www.trendforce.com/news/2025/06/06/news-smic-offloads-ningbo-stake-to-local-chipmaker-goke-micro-in-strategic-move/
2025-06-06キオクシアは今後5年間で生産量を倍増し、AIデータセンター向けのNANDフラッシュ供給を強化する計画Kioxia Plans to Double Output in Five Years, Ramping Up NAND Flash for AI Data Centershttps://www.trendforce.com/news/2025/06/06/news-kioxia-plans-to-double-output-in-five-years-ramping-up-nand-flash-for-ai-data-centers/
2025-06-06インテルが利益確保のため、新製品に50%のマージンを要求していると報じられるIntel Reportedly Demands 50% Margins for New Products in Profitability Pushhttps://www.trendforce.com/news/2025/06/06/news-intel-reportedly-demands-50-margins-for-new-products-in-profitability-push/
2025-06-06米国、承認済みの米国運営者が管理する場合に、同盟国へのAIチップ輸出を近く認めると報じられるU.S. Reportedly to Allow AI Chip Exports to Allies If Run by Approved U.S. Operators Soonhttps://www.trendforce.com/news/2025/06/06/news-u-s-reportedly-to-allow-ai-chip-exports-to-allies-if-run-by-approved-u-s-operators-soon/
2025-06-06【インサイツ】6月初旬のパネル価格:在庫増加にもかかわらず、TVおよびMNTの価格は横ばい[Insights] Panel Prices in Early June: TV and MNT Prices Flat Amid Rising Inventorieshttps://www.trendforce.com/news/2025/06/06/insights-panel-prices-in-early-june-tv-and-mnt-prices-flat-amid-rising-inventories/
Semiconductor Digest
2 hours ago6月号の内容は?What’s in the June Issue?https://www.semiconductor-digest.com/whats-in-the-june-issue-4/
5 hours agoimecとゲント大学が完全統合型シングルチップ・マイクロ波フォトニクスシステムを発表imec and Ghent University Present a Fully-Integrated, Single-Chip Microwave Photonics Systemhttps://www.semiconductor-digest.com/imec-and-ghent-university-present-a-fully-integrated-single-chip-microwave-photonics-system/
2 hours ago6月号の内容は?What’s in the June Issue?https://www.semiconductor-digest.com/whats-in-the-june-issue-4/
5 hours agoTECHCET、金属化学製品に対する前向きな見通しを示すTECHCET Projects Positive Outlook for Metal Chemicalshttps://www.semiconductor-digest.com/techcet-projects-positive-outlook-for-metal-chemicals/
5 hours agoSEMI、2025年第1四半期の世界半導体装置受注高が前年同期比21%増加したと報告SEMI Reports Global Semiconductor Equipment Billings Increased 21% Year-Over-Year in Q1 2025https://www.semiconductor-digest.com/semi-reports-global-semiconductor-equipment-billings-increased-21-year-over-year-in-q1-2025/
5 hours agoGENESISプロジェクト、欧州の持続可能な半導体製造への移行を牽引するために開始GENESIS Project Launches to Lead Europe’s Transition To Sustainable Semiconductor Manufacturinghttps://www.semiconductor-digest.com/genesis-project-launches-to-lead-europes-transition-to-sustainable-semiconductor-manufacturing/
5 hours agoFAMESパイロットライン、FAMESアカデミーを開設FAMES Pilot Line Launches FAMES Academyhttps://www.semiconductor-digest.com/fames-pilot-line-launches-fames-academy/
日本経済新聞
2025-06-07米国株、ダウ反発し443ドル高 米労働市場を巡る懸念が後退 S&P500種は3カ月半ぶりに6000台回復https://www.nikkei.com/article/DGXZQOFL06DNP0W5A600C2000000/
2025-06-07ホンダが自前E2E、日産との協業に一線 稼げるHVに搭載https://www.nikkei.com/article/DGXZQOUC0469R0U5A600C2000000/
2025-06-07スパコン×量子で科学計算を加速 東京大学・理化学研究所などhttps://www.nikkei.com/article/DGXZQOSG034R30T00C25A6000000/
2025-06-07米中閣僚協議、9日にロンドンで開催 トランプ氏が表明https://www.nikkei.com/article/DGXZQOGN06DXQ0W5A600C2000000/
2025-06-07功を焦るトランプ氏、習氏に直談判 レアアース問題「なくなる」https://www.nikkei.com/article/DGXZQOGN05E450V00C25A6000000/
2025-06-07東電、膨らむ事故対応費 負担17兆円https://www.nikkei.com/article/DGKKZO89205900W5A600C2CM0000/
2025-06-07生成AI「抱き合わせ販売」など独禁法に触れる恐れ 公取委が報告書https://www.nikkei.com/article/DGXZQOUA05CKM0V00C25A6000000/
2025-06-07黒田篤郎・日本貿易保険社長の本棚 アジアの熱気を共有したいhttps://www.nikkei.com/article/DGXZQOCD237HK0T20C25A4000000/
2025-06-07最高値に迫る「ドルTOPIX」 世界的な金融緩和にらむhttps://www.nikkei.com/article/DGXZQOFL062BTTW5A600C2000000/
2025-06-07韓国の長期金利が高止まり 政策期待も財政悪化に懸念https://www.nikkei.com/article/DGXZQOUB0664W0W5A600C2000000/
ダイヤモンドオンライン
Jun 5 21:00まさか日本が鍵なんて…中国「レアアース禁輸」で窮地のアメリカが欲しがる「技術」とは?https://diamond.jp/articles/-/366174
Jun 5 20:15三井化学、石油化学事業の分社化は単なる切り離しではない!再編第2幕で見据える「大統合構想」とはhttps://diamond.jp/articles/-/366186
Tom’s Hardware
2025-06-06 21:41新型ニンテンドースイッチ2台に改ざんの疑いの兆候が見受けられるNew Nintendo Switch 2 units show potential signs of tamperinghttps://www.tomshardware.com/video-games/handheld-gaming/new-nintendo-switch-2-units-show-potential-signs-of-tampering-uk-customers-report-receiving-unsealed-products-from-multiple-retailers
TechPowerup
2025-06-06T15:45:39+00:00G-Wolves Hati-S Ultra 8K レビューG-Wolves Hati-S Ultra 8K Reviewhttps://www.techpowerup.com/review/g-wolves-hati-s-ultra-8k/
2025-06-06T15:37:44+00:00Digital EclipseがMortal Kombat: Legacy Kollectionを発表、今年後半に発売予定Digital Eclipse Unveils Mortal Kombat: Legacy Kollection, Launching Later This Yearhttps://www.techpowerup.com/337785/digital-eclipse-unveils-mortal-kombat-legacy-kollection-launching-later-this-year
2025-06-06T15:30:54+00:00GoDeal24 夏のソフトウェアセール:正規ソフトウェアがお得な価格でGoDeal24 Summer Software Sales: Sizzling Deals on Genuine Softwarehttps://www.techpowerup.com/337758/godeal24-summer-software-sales-sizzling-deals-on-genuine-software
2025-06-06T15:24:04+00:00CD Projekt RED、今後のCyberpunk 2077 v2.3パッチをほのめかす – 大規模DLCパックの可能性もCD Projekt RED Teases Upcoming Cyberpunk 2077 v2.3 Patch – Could be Substantial DLC Packhttps://www.techpowerup.com/337783/cd-projekt-red-teases-upcoming-cyberpunk-2077-v2-3-patch-could-be-substantial-dlc-pack
2025-06-06T15:12:31+00:00Lian Li、低価格のRGB冷却付きUNI FAN CLワイヤレスを発売Lian Li Launches Budget-Friendly RGB Cooling UNI FAN CL Wirelesshttps://www.techpowerup.com/337784/lian-li-launches-budget-friendly-rgb-cooling-uni-fan-cl-wireless
2025-06-06T14:40:57+00:00ASEの最先端半導体組立システム、AMDプロセッサで強化ASE’s State-of-the-Art Semiconductor Assembly System Bolstered by AMD Processorshttps://www.techpowerup.com/337782/ases-state-of-the-art-semiconductor-assembly-system-bolstered-by-amd-processors
2025-06-06T14:30:50+00:00NVIDIA GeForce RTX 5050 Max-Q/モバイルGPUがPC IDリストに登場NVIDIA GeForce RTX 5050 Max-Q/Mobile GPU Turns up in PC ID Listhttps://www.techpowerup.com/337781/nvidia-geforce-rtx-5050-max-q-mobile-gpu-turns-up-in-pc-id-list
2025-06-06T14:16:07+00:00Sapphire、NITRO+、PURE & PULSEシリーズのAMD Radeon RX 9060 XTグラフィックスカードを発表Sapphire Intros NITRO+, PURE & PULSE AMD Radeon RX 9060 XT Graphics Cards Serieshttps://www.techpowerup.com/337780/sapphire-intros-nitro-pure-pulse-amd-radeon-rx-9060-xt-graphics-cards-series
2025-06-06T13:53:30+00:00505 Games、Bloodstained: The Scarlet Engagementを発表 – 2026年の発売予定505 Games Announces Bloodstained: The Scarlet Engagement – Sets 2026 Release Windowhttps://www.techpowerup.com/337777/505-games-announces-bloodstained-the-scarlet-engagement-sets-2026-release-window
2025-06-06T13:49:05+00:00OWC、Aura Pro X2 SSDの4TBモデルを発売OWC Launches 4 TB Capacity of Its Aura Pro X2 SSDhttps://www.techpowerup.com/337776/owc-launches-4-tb-capacity-of-its-aura-pro-x2-ssd
2025-06-06T13:44:16+00:00Kuroutoshikou、お馴染みのデュアルファン搭載Radeon RX 9060 XTカードデザインを公開Kuroutoshikou Reveals Familiar Dual-fan Radeon RX 9060 XT Card Designhttps://www.techpowerup.com/337773/kuroutoshikou-reveals-familiar-dual-fan-radeon-rx-9060-xt-card-design
2025-06-06T13:39:31+00:00NVIDIAが市場シェアを拡大、AMDは後退、そしてIntelは最新のdGPUアップデートで姿を消すNVIDIA Grabs Market Share, AMD Loses Ground, and Intel Disappears in Latest dGPU Updatehttps://www.techpowerup.com/337775/nvidia-grabs-market-share-amd-loses-ground-and-intel-disappears-in-latest-dgpu-update
2025-06-06T13:17:33+00:00OnLogic、新型Helix 520シリーズ産業用コンピュータを発表OnLogic Announces New Helix 520 Series Industrial Computershttps://www.techpowerup.com/337772/onlogic-announces-new-helix-520-series-industrial-computers
2025-06-06T12:50:20+00:00NVIDIA Blackwell、最新のMLPerfトレーニング結果で画期的性能を実現NVIDIA Blackwell Delivers Breakthrough Performance in Latest MLPerf Training Resultshttps://www.techpowerup.com/337770/nvidia-blackwell-delivers-breakthrough-performance-in-latest-mlperf-training-results
2025-06-06T11:08:58+00:00GameSir、T7 Pro フローラル有線コントローラーを発売GameSir Launches the T7 Pro Floral Wired Controllerhttps://www.techpowerup.com/337766/gamesir-launches-the-t7-pro-floral-wired-controller
2025-06-06T11:04:35+00:00Baseus、Nomos NU1 12-in-1 エアースペースメイトドッキングステーションを発売Baseus Launches Nomos NU1 12-in-1 Air Spacemate 12-in-1 Docking Stationhttps://www.techpowerup.com/337765/baseus-launches-nomos-nu1-12-in-1-air-spacemate-12-in-1-docking-station
2025-06-06T11:00:47+00:00Hisense、M2 Proを発表 – 史上最小・最軽量・最も携帯性に優れた4KレーザーミニプロジェクターHisense Presents M2 Pro, Its Smallest, Lightest, and Most Portable 4K Laser Mini Projector Everhttps://www.techpowerup.com/337764/hisense-presents-m2-pro-its-smallest-lightest-and-most-portable-4k-laser-mini-projector-ever
2025-06-06T10:55:45+00:00AMD Radeon RX 9060 XT、iBUYPOWERゲーミングPCで利用可能にAMD Radeon RX 9060 XT Available on iBUYPOWER Gaming PCshttps://www.techpowerup.com/337763/amd-radeon-rx-9060-xt-available-on-ibuypower-gaming-pcs
2025-06-06T10:50:57+00:00Intel Arc GPU グラフィックスドライバー 101.6877ベータ版をリリースIntel Arc GPU Graphics Drivers 101.6877 Beta Releasedhttps://www.techpowerup.com/337762/intel-arc-gpu-graphics-drivers-101-6877-beta-released
2025-06-06T08:37:08+00:00Biostar、EdgeComp MS-N97産業用システムを発表Biostar Introduces the EdgeComp MS-N97 Industrial Systemhttps://www.techpowerup.com/337756/biostar-introduces-the-edgecomp-ms-n97-industrial-system
2025-06-06T08:30:04+00:00CoracerのAM5向けGPE-01グラフェンパッド、130 W/m·Kの伝導率を達成Coracer’s GPE-01 Graphene Pad for AM5 Achieves 130 W/m·K Conductivityhttps://www.techpowerup.com/337755/coracers-gpe-01-graphene-pad-for-am5-achieves-130-w-m-k-conductivity
2025-06-06T07:39:34+00:00Intel、生産前の全新製品に対して50%の粗利益率目標を設定Intel Sets 50% Gross Margin Goal for Every New Product Before Productionhttps://www.techpowerup.com/337754/intel-sets-50-gross-margin-goal-for-every-new-product-before-production
2025-06-06T07:06:51+00:00Synology、DiskStation DS425+を発表Synology Introduces the DiskStation DS425+https://www.techpowerup.com/337753/synology-introduces-the-diskstation-ds425
2025-06-06T06:59:26+00:00中型ディスプレイ需要の拡大がFMMフリーOLED技術に新たな機会を提供Growing Demand for Mid-Size Displays Opens New Opportunities for FMM-Free OLED Technologieshttps://www.techpowerup.com/337752/growing-demand-for-mid-size-displays-opens-new-opportunities-for-fmm-free-oled-technologies
2025-06-06T06:57:00+00:00ASUS、Prime MR120ケースファンを発表ASUS Announces Prime MR120 Case Fanshttps://www.techpowerup.com/337751/asus-announces-prime-mr120-case-fans
2025-06-06T06:51:57+00:00ASUS、Prime AP202 MicroATXコンピュータケースを発表ASUS Announces Prime AP202 MicroATX Computer Casehttps://www.techpowerup.com/337750/asus-announces-prime-ap202-microatx-computer-case
EETimes Taiwan
2025-06-06ミニウエハーファブの台頭:モジュール化設備が現地生産を促進迷你晶圓廠崛起 模組化設施推動在地製造https://www.eettaiwan.com/20250606nt31-coming-soon-low-cost-mini-fabs/
2025-06-0628nmチップ製造計画は『インド製造』戦略を補完できるのか?28nm晶片製造計畫能否補齊「印度製造」版圖?https://www.eettaiwan.com/20250606nt61-can-28nm-chips-complement-the-make-in-india-strategy/
2025-06-06地政学が推進するAIチップ自主化の波地緣政治推動AI晶片自主浪潮https://www.eettaiwan.com/20250606nt21-geopolitics-drives-the-wave-of-ai-chip-autonomy/
2025-06-05AIがRF設計と融合:カスタムLLMが知識の『民主化』を推進するのか?當AI遇上RF設計:客製LLM推動知識「民主化」?https://www.eettaiwan.com/20250605nt31-rf-sensing-tailored-llm-could-democratize-rf-expertise/
2025-06-05自動車アンテナ革命:革新が『アンテナファーム』問題を打破汽車天線革命:創新突破「天線農場」困境https://www.eettaiwan.com/20250605nt51-innovation-tackles-the-automobiles-antenna-farm-dilemma/
2025-06-05自動車産業の供給協力は相互利益の共生へ汽車產業供應合作將互利共生https://www.eettaiwan.com/20250605nt21-automotive-industry-supply-cooperation-will-be-mutually-beneficial/
EETimes Asia
2025-06-05Kearneyの2025年半導体業界レポート、AIと関税の影響を明らかにするKearney State of Semiconductors 2025 Report Highlights Impact of AI, Tariffshttps://www.eetasia.com/kearney-state-of-semiconductors-2025-report-highlights-impact-of-ai-tariffs/
2025-06-05GCTチップセットがIridium NTN直結サービスを統合GCT Chipsets Integrate Iridium NTN Direct Servicehttps://www.eetasia.com/gct-chipsets-integrate-iridium-ntn-direct-service/
2025-06-05GigaDeviceがシンガポールにグローバル本社を開設GigaDevice Opens Global HQ in Singaporehttps://www.eetasia.com/gigadevice-opens-global-hq-in-singapore/
2025-06-05Arrow ElectronicsがHederaカウンシルに参加Arrow Electronics Joins Hedera Councilhttps://www.eetasia.com/arrow-electronics-joins-hedera-council/
2025-06-05いよいよ、中国向けのEDAソフトウェア販売が始動Now, It’s EDA Software Sales to Chinahttps://www.eetasia.com/now-its-eda-software-sales-to-china/
EETimes India
ZDNET Korea
2025-06-07睡眠不足とストレスにさらされる韓国の青少年수면 부족과 스트레스 노출된 한국 청소년https://www.zdnet.co.kr/20250606115507%22%20title=%22
2025-06-06[訃報] 전인성前KT大관担当社長の父逝去[부음] 전인성 전 KT 대관 담당 사장 부친상https://www.zdnet.co.kr/20250606225144%22%20title=%22
2025-06-06데브시스터즈、クッキーランIP拡大で世界観を広げる데브시스터즈, 쿠키런 IP 확장으로 세계관 넓힌다https://www.zdnet.co.kr/20250606223347%22%20title=%22
2025-06-06ハイブロ、子どもたちと未来財団より感謝状を贈呈하이브로, 아이들과미래재단 감사패 수상https://www.zdnet.co.kr/20250606221035%22%20title=%22
2025-06-06ギャラクシーウォッチ『睡眠無呼吸機能』が欧州CE認証を取得갤럭시 워치 ‘수면 무호흡 기능’ 유럽 CE 승인https://www.zdnet.co.kr/20250606095657%22%20title=%22
2025-06-06大統領府、AI未来企画首席室設置…首席級財政企画補佐官新設대통령실, AI미래기획수석실 설치…수석급 재정기획보좌관 신설https://www.zdnet.co.kr/20250606165925%22%20title=%22
2025-06-06スイスチョコレートの光と影…『プレミアム』は堅調、『大量』は動揺스위스 초콜릿의 명암…’프리미엄’은 살고 ‘대량’은 흔들https://www.zdnet.co.kr/20250606153736%22%20title=%22
2025-06-06AI主権を目指す猛進…AWS・MS・グーグル、ソブリンクラウド投資戦争AI 주권 향한 질주…AWS·MS·구글, ‘소버린 클라우드’ 투자 전쟁https://www.zdnet.co.kr/20250606143434%22%20title=%22
2025-06-06テスラ・パランティアだけの技術ではない…『バーティカルAI』戦争に韓国も参戦테슬라·팔란티어만의 기술 아니다…’버티컬 AI’ 전쟁, 韓도 뛰어들었다https://www.zdnet.co.kr/20250606141857%22%20title=%22
2025-06-06クリーム、品切れ騒動『ラ부부キーホルダー』の取引量が4倍に↑크림, 품절 대란 ‘라부부 키링’ 거래량 4배↑https://www.zdnet.co.kr/20250606125752%22%20title=%22
2025-06-06アイスクリームエデュ、新聞のように読む歴史『큰별쌤 최태성의 한국사신문』を出版아이스크림에듀, 신문처럼 읽는 역사 ‘큰별쌤 최태성의 한국사신문’ 출간https://www.zdnet.co.kr/20250606125153%22%20title=%22
2025-06-06ウェブトゥーン不正流通対応協議会 「Kウェブトゥーン不正流通犯罪に対し厳罰を要求」웹툰불법유통대응협의체 “K웹툰 불법 유통 범죄 강력한 구형 촉구”https://www.zdnet.co.kr/20250606124349%22%20title=%22
2025-06-06カカオエンターテインメント・カカオ창작재단、インディアーティストのフェスティバルステージを支援카카오엔터·카카오창작재단, 인디 아티스트의 페스티벌 무대 지원https://www.zdnet.co.kr/20250606121619%22%20title=%22
2025-06-06ヨギヨ、ヨマート上半期決算前…「7日までベストセラー割引」요기요, 요마트 상반기 결산전…”7일까지 베스트셀러 할인”https://www.zdnet.co.kr/20250606120907%22%20title=%22
2025-06-06[1分健康] 増加する『乳がん』患者は早期発見と治療で管理可能[1분건강] 증가하는 ‘유방암’ 환자, 조기 발견과 치료로 관리 가능https://www.zdnet.co.kr/20250606115717%22%20title=%22
2025-06-06カスペルスキー 「ネットフリックスのアカウント563万件がハッカーに侵害される」카스퍼스키 “넷플릭스 계정 563만건 해커가 침해”https://www.zdnet.co.kr/20250606113625%22%20title=%22
2025-06-06ネイバー、旅行スーパウィーク開催…「航空券割引・ポイント還元」네이버, 여행 슈퍼위크 진행…”항공권 할인·포인트 적립”https://www.zdnet.co.kr/20250606112946%22%20title=%22
2025-06-06「ウォルマート」のショッピングカートは宙を舞う…『ウィング』と米国でドローン配送を拡大‘월마트’ 장바구니는 하늘로 다닌다…’윙’과 美서 드론 배송 확대https://www.zdnet.co.kr/20250606110431%22%20title=%22
2025-06-06“エヌビディア、退け”…MS、11ヶ月ぶりに史上最高値で時価総額首位を奪還“엔비디아 비켜”…MS, 11개월 만에 사상 최고가로 시총 1위 탈환https://www.zdnet.co.kr/20250606104752%22%20title=%22
2025-06-06韓国技術교육大学、2026~2028年GKS産学連携大学に選定한기대, ‘2026~2028년 GKS 산학협력 대학’ 선정https://www.zdnet.co.kr/20250606103706%22%20title=%22
中央日報
2025-06-07未来の韓国を引っ張る次世代の有望なリーダーたちが集結する미래 한국 이끌 차세대 유망주들 다 모인다https://www.joongang.co.kr/article/25341913
2025-06-07[社説]『実用的市場主義』―企業が躍進しなければ成功はありえない[사설] ‘실용적 시장주의’, 기업이 뛰게 해야 성공한다https://www.joongang.co.kr/article/25341895
2025-06-07[社説]『実用的市場主義』―企業が躍進しなければ成功はありえない[사설] ‘실용적 시장주의’, 기업이 뛰게 해야 성공한다https://www.joongang.co.kr/article/25341896
2025-06-07[サンデー・コラム] 韓米間の認識ギャップを縮小する接点を見いだす必要がある[선데이 칼럼] 한·미 간 인식의 갭 좁힐 접점 찾아내야https://www.joongang.co.kr/article/25341894
2025-06-07[エディタープリズム] 5年後の韓国経済[에디터 프리즘] 5년 뒤 한국 경제https://www.joongang.co.kr/article/25341892
2025-06-06米商務長官:「半導体法の補助金、投資額の4%以下は適正で、10%は多すぎる」美상무 “반도체법 보조금, 투자액 4% 이하 적절, 10%는 과하다”https://www.joongang.co.kr/article/25341816
BAIDU
昨天19:02SEMI:第1四半期の世界の半導体装置出荷額が前年同期比21%増加SEMI:一季度全球半导体设备出货金额同比增长21%https://baijiahao.baidu.com/s?id=1834177440191519646&wfr=spider&for=pc
昨天17:37SEMI:第1四半期の世界の半導体装置出荷額が前年同期比21%増加SEMI:一季度全球半导体设备出货金额同比增长21%https://baijiahao.baidu.com/s?id=1834171910474282870&wfr=spider&for=pc
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