TOC
Main News
- TSMC has extended its market lead in the 2nm process, and Google has decided to follow major smartphone chip makers in adopting 2nm chips. This shows that TSMC is establishing its dominance in the “2.0” era of global chip foundries.
- Samsung is shifting its strategy to focus on yield over speed at the 2nm and 4nm nodes, and Qualcomm is also reportedly working on a prototype Snapdragon 8 Elite Gen 2 “Kaanapali S” using Samsung’s 2nm GAA process.
- While ASML is focusing on high-NA EUV, major chipmakers such as Intel, TSMC, and Samsung are delaying its large-scale adoption due to cost and risk. This highlights the challenges in adopting next-generation lithography technologies.
- Marc Benioff, CEO of Salesforce, stated that AI is now responsible for 50% of its operations and that the company is cutting 1,000 jobs while focusing on promoting its AI products. This is a concrete example of the impact of AI on the workforce and the company’s strategy.
- Microsoft’s ambitions to break NVIDIA’s AI dominance are faltering, with the first in-house AI chips reportedly lagging behind with disappointing performance. This is indicative of the stiff competition and development difficulties in the AI chip market.
- SK Hynix has unveiled its first 16-layer HBM4, which will be used in AI chips in 2026. This is an important step in the evolution of high-performance AI memory.
- The shortage of legacy memory supplies has allowed chipmakers to profit from a six-fold price spike; DRAM spot prices have doubled in just one month, possibly due in part to the observed end of production in China.
- TSMC reportedly expects a 10-year boom from the humanoid sector, supported by chips from NVIDIA Jetson and Tesla. This suggests that this could be a major new growth driver for the semiconductor industry.
- AI innovations have the potential to dramatically increase the planet’s power consumption, which is projected to be 10 times the current level in five years. President Trump is also expected to sign an Executive Order to secure additional power supplies for AI in the United States.
- Continental, a major automotive components manufacturer, has established a semiconductor division as part of its in-house chip development efforts. It has also established a new organization, AESS, to design and verify in-vehicle semiconductors.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Jun 27, 06:59 | サムスン、ノード競争のペースを落とす：2nm、4nmでは歩留まりを速度より重視 | Samsung slows the node race: yield over speed at 2nm, 4nm | https://www.digitimes.com/news/a20250626PD234/samsung-2nm-samsung-foundry-4nm-roadmap.html |
| Jun 27, 17:04 | 米国と日本がEUV能力を拡充する中、韓国は半導体分野で逆風に直面 | As US and Japan expand EUV capabilities, South Korea faces semiconductor setback | https://www.digitimes.com/news/a20250627PD236/ic-manufacturing-euv-equipment-south-korea-japan-usa.html |
| Jun 27, 11:48 | 台湾、中央地域の製造近代化をリードするためにマイクロンを起用 | Taiwan enlists Micron to lead central region manufacturing upgrade | https://www.digitimes.com/news/a20250627PD222/micron-taiwan-government-manufacturing.html |
| Jun 27, 11:03 | TSMCが全てを制する：Google、主要スマートフォン用チップメーカーに続き2nmを採用 | TSMC takes all: Google follows major smartphone chipmakers in embracing 2nm | https://www.digitimes.com/news/a20250627PD214/2nm-tsmc-google-smartphone-market.html |
| Jun 27, 09:30 | 台湾のチップメーカー、Aptosの崩壊後にインドの半導体野心への警戒を強化 | Taiwan chipmakers’ caution on India’s semiconductor ambitions heightens after Aptos collapse | https://www.digitimes.com/news/a20250627PD202/bankruptcy-aptos-technology-chipmakers-subsidiary-tmc.html |
| Jun 27, 15:29 | BizLink、新拠点と現地生産でAIハードウェア好況に備える | BizLink positions for AI hardware upswing with new sites, localized output | https://www.digitimes.com/news/a20250627PD223/bizlink-hpc-demand-production-localization.html |
| Jun 27, 14:51 | ルネサス、EV市場の後退を受け200億ドルの収益目標を延期し、パワーチップ計画を縮小 | Renesas delays US$20 billion revenue goal, scales back power chip plans after EV setback | https://www.digitimes.com/news/a20250627PD212/renesas-revenue-sic-business-competition.html |
| Jun 27, 14:45 | 台湾経済部が承認、Yageoによる芝浦買収；買収提案期間は3度延長 | Yageo’s acquisition of Shibaura approved by Taiwan’s MOEA; takeover bid period extended three times | https://www.digitimes.com/news/a20250627PD228/yageo-acquisition-moea-2025.html |
| Jun 27, 12:14 | ASML、高NA EUVに賭ける。一方、Intel、TSMC、Samsungはコストとリスクから大規模採用を遅らせる | ASML bets on High-NA EUV as Intel, TSMC, Samsung delay mass adoption over cost and risk | https://www.digitimes.com/news/a20250627PD211/asml-high-na-euv-intel-samsung-tsmc.html |
| Jun 27, 10:59 | チップメーカー、レガシーメモリ不足による6倍の価格高騰で利益を上げる | Chip makers cash in on sixfold price surge from legacy memory shortage | https://www.digitimes.com/news/a20250627PD217/nand-flash-chips-nand-samsung-mlc.html |
| Jun 27, 10:30 | SKハイニックス、16層HBM4を初披露し、2026年のAIチップ向けに活用予定 | SK Hynix debuts 16-layer HBM4, set to power AI chips in 2026 | https://www.digitimes.com/news/a20250626PD238/sk-hynix-hbm4-hpe-2025-2026.html |
| Jun 27, 09:28 | 供給不足が深刻化する中、AI大手が日本の日東紡からの調達を固め、T-Glass争奪戦が激化 | Race for T-Glass heats up as AI giants lock in supply from Japan’s Nittobo amid mounting shortages | https://www.digitimes.com/news/a20250625PD217/fiberglass-cloth-japan-nvidia-amd.html |
| Jun 27, 06:56 | グローバルなチップファウンドリーが『2.0』時代に突入する中、TSMCがリードを拡大 | TSMC expands its lead as global chip foundries enter ‘2.0’ era | https://www.digitimes.com/news/a20250626VL207/tsmc-manufacturing-packaging-market-samsung.html |
| Jun 27, 06:55 | IntelliEPI、InPに注力してAIブームを捉え、テキサスの補助金支援を受けた新工場拡大を開始 | IntelliEPI taps AI boom with InP focus, kicks off new fab expansion backed by Texas subsidies | https://www.digitimes.com/news/a20250625PD227/intelliepi-subsidies-texas-expansion-semiconductors.html |
| wccftech | |||
| 2025-06-28 | AIがトラフィックを奪う中、Googleは広告、アンケート、マイクロペイメントを通じて出版社が収益を得られるよう、オファーウォールを開始 | As AI Drains Traffic, Google Debuts Offerwall To Help Publishers Earn Through Ads, Surveys, And Micropayments | https://wccftech.com/as-ai-drains-traffic-google-debuts-offerwall-to-help-publishers-earn-through-ads-surveys-and-micropayments-giving-more-control-to-audience-in-accessing-content/ |
| 2025-06-28 | AT&Tの新たな大規模人員削減により、今後数ヶ月でアラバマ州の何十人もの従業員が職を失う見通し | A New Round Of AT&T Layoffs Will See Dozens Of Alabama Employees Lose Their Jobs In The Months Ahead | https://wccftech.com/a-new-round-of-att-layoffs-will-see-dozens-of-alabama-employees-lose-their-jobs-in-the-months-ahead/ |
| 2025-06-28 | リーカーによると、Appleの次期iPad ProはGalaxy Tab S10 Ultraのような超薄型ベゼルを備え、最新ディスプレイ技術でノッチを完全に撤廃する可能性がある | Apple’s Next iPad Pro Could Boast Ultra-Thin Bezels Like Galaxy Tab S10 Ultra, As Leaker Claims Apple Will Eliminate The Notch Entirely Using Advanced New Display Technology | https://wccftech.com/oled-ipad-pro-bezels-as-thin-as-samsung-tablet/ |
| 2025-06-28 | ベニオフ氏によると、Salesforceでは業務の50％をAIが担っており、同社はAI製品推進に注力する一方で1,000人の削減を実施している | AI Now Does 50 Percent Of The Work At Salesforce, Claims Benioff – Company Cuts 1,000 Jobs While Ramping Up Hiring For Its AI Product Push | https://wccftech.com/ai-now-does-50-percent-of-the-work-at-salesforce-claims-benioff-company-cuts-1000-jobs-while-ramping-up-hiring-for-its-ai-product-push/ |
| 2025-06-28 | Samsungは7月のGalaxy Unpackedイベントで初のトライフォールドスマートフォンを披露し観客を驚かせる可能性があるが、噂では正式発売は今年後半とされている | Samsung Could Surprise The Audience During Its Galaxy Unpacked Event In July By Unveiling Its First Tri-Fold Smartphone, But A Rumor Claims It Will Officially Release Later In The Year | https://wccftech.com/samsung-tri-fold-smartphone-may-make-an-appearance-during-galaxy-unpacked/ |
| 2025-06-28 | MicrosoftがNVIDIAのAI支配を打破しようとする野望は揺らいでおり、初の自社製AIチップが期待外れの性能で遅延している | Microsoft’s Ambitions to Overthrow NVIDIA’s AI Dominance Are Faltering, as First In-House AI Chip Is Delayed With Subpar Performance Expectations | https://wccftech.com/microsoft-ambitions-to-overthrow-nvidia-ai-dominance-are-faltering-as-first-in-house-ai-chip-is-delayed/ |
| 2025-06-28 | Delta Forceは今年8月にPS5とXbox Series X/S向けに登場し、シーズンブレイクアップデートは7月に実施される | Delta Force Arrives On PS5 And Xbox Series X/S This August, Season Break Update Arrives In July | https://wccftech.com/delta-force-arrives-on-ps5-and-xbox-series-x-s-this-august-season-break-update-arrives-in-july/ |
| 2025-06-28 | NVIDIAは中国で他地域より早くGeForce RTX 5050を発売するという噂がある | NVIDIA Rumored To Launch GeForce RTX 5050 Earlier In China Than Other Parts Of The World | https://wccftech.com/nvidia-rumored-to-launch-geforce-rtx-5050-earlier-in-china-than-other-parts-of-the-world/ |
| 2025-06-28 | Resident Evil Requiemは、カプコンが『ファンが見たい・遊びたいものではない』と気づく前に、オープンワールドとして開発が始まった | Resident Evil Requiem Started As An Open-World Game Before Capcom “Realized It Wasn’t What Fans Wanted To See Or Play” | https://wccftech.com/resident-evil-requiem-started-as-an-open-world-game-before-capcom-realized-it-wasnt-what-fans-wanted-to-see-or-play/ |
| 2025-06-28 | GeForce RTX 5050がFurMarkでのベンチマークで、Radeon RX 6600Mより処理速度は劣るものの、最大2.9GHzまでブースト可能である | GeForce RTX 5050 Benchmarked On FurMark: Slower Than Radeon RX 6600M But Can Boost Up To 2.9 GHz | https://wccftech.com/geforce-rtx-5050-benchmarked-on-furmark/ |
| 2025-06-27 | GLP-1系減量薬オゼンピックが、オーストラリアで男性にとって自慢の種となっていると報じられている | The GLP-1 Weight Loss Drug Ozempic Is Reportedly Giving Men A Lot To Brag About, Down Under | https://wccftech.com/the-glp-1-weight-loss-drug-ozempic-is-reportedly-giving-men-a-lot-to-brag-about-down-under/ |
| 2025-06-27 | Randy Pitchford氏によると、Borderlands 4は5年以上にわたり大幅割引やサブスクリプションサービス対象とはならない | Borderlands 4 Won’t Get a Deep Discount or Hit Subscription Services for Over Five Years, Randy Pitchford Says | https://wccftech.com/borderlands-4-wont-get-a-deep-discount-or-hit-subscription-services-for-over-five-years-randy-pitchford-says/ |
| 2025-06-27 | Pearl Abyssは今年のGamescomで、プレイ可能なデモを通じてCrimson Desertを再登場させる | Pearl Abyss Is Bringing Crimson Desert Back To Gamescom With Another Playable Demo At This Year’s Event | https://wccftech.com/pearl-abyss-is-bringing-crimson-desert-back-to-gamescom-with-another-playable-demo-at-this-years-event/ |
| 2025-06-27 | DayZ Badlandsの拡張パックが発表され、2026年に新たな砂漠環境、感染者の変種などが追加される | DayZ Badlands Expansion Announced, Adds New Desert Environment, Infected Variants, And More In 2026 | https://wccftech.com/dayz-badlands-expansion-announced-adds-new-desert-environment-infected-variants-and-more-in-2026/ |
| 2025-06-27 | XiaomiのXRING 02は、スマートフォンやタブレットのみならず、自動車など他の用途への採用も評価中。ただし、TSMCの新リソグラフィ技術が利用されるかは未定 | Xiaomi XRING 02 Rumored To Be Under Evaluation For Not Just Smartphones And Tablets, But Also Cars And Other Applications; No Word If TSMC’s Newer Lithography Can Be Utilized | https://wccftech.com/xiaomi-xring-02-under-evaluation-for-use-in-phones-tablets-cars-and-more/ |
| 2025-06-27 | The CUBE Q&A：Mundfishがダンジョン風のエリア、ダイナミックなイベント、定期的なポストローンチサポートを確認 | The CUBE Q&A – Mundfish Confirms Dungeon-Like Zones, Dynamic Events, and Regular Post-Launch Support | https://wccftech.com/the-cube-qa-mundfish-confirms-dungeon-like-zones-dynamic-events-and-regular-post-launch-support/ |
| 2025-06-27 | 報道によると、トランプ大統領は米国内のAI向け追加電力供給を確保するための大統領令に署名する見通し | President Trump To Sign Executive Orders To Create Additional AI Electricity Supply In US – Report | https://wccftech.com/president-trump-to-sign-executive-orders-to-create-additional-ai-electricity-supply-in-us-report/ |
| 2025-06-27 | Nintendo Switch 2のグラフィックスMODテスト動画が、史上最悪とされるARKの性能改善の幅を示している | Nintendo Switch 2 Graphics Mods Test Video Highlights How Much the System Can Improve ARK, One of the Worst Switch Ports Ever | https://wccftech.com/nintendo-switch-2-graphics-mods-test/ |
| 2025-06-27 | Appleのコードベースから未発売のオーディオ製品が発見され、AirPods Pro 3が新たな健康機能と向上した音質で登場する可能性を示唆 | An Unreleased Audio Product Has Been Discovered In Apple’s Codebase, Hinting At AirPods Pro 3 Launch With New Health Features And Upgraded Audio Experience | https://wccftech.com/unreleased-audio-apple-device-spotted-in-codebase/ |
| 2025-06-27 | Atomic Heart 2は拡張されたRPG要素と、ダイナミックな天候・時間変化が楽しめる、はるかに広大な世界を持つ | Atomic Heart 2 Has an Expanded RPG Layer and a Much Larger World with Dynamic Weather and Time | https://wccftech.com/atomic-heart-2-has-an-expanded-rpg-layer-and-a-much-larger-world-with-dynamic-weather-and-time/ |
| 2025-06-27 | Samsungの新型XRヘッドセットは、3,800 PPIの鮮明なOLEDoSディスプレイでApple Vision Proを凌駕する可能性があるが、視野の狭さが最大の難点かもしれない | Samsung’s Upcoming XR Headset Could Beat Apple Vision Pro With Sharper 3,800 PPI OLEDoS Displays, But A Smaller Field Of View Might Be Its Biggest Drawback | https://wccftech.com/samsung-headset-display-better-than-vision-pro/ |
| 2025-06-27 | Microsoftの象徴的な「ブルースクリーン・オブ・デス」に別れを告げ、よりシンプルで全体が黒い新仕様に置き換えられる | Say Goodbye to Microsoft’s Iconic “Blue Screen of Death”; It’s Being Replaced by a More Simpler, All-Black Alternative | https://wccftech.com/say-goodbye-to-microsoft-iconic-blue-screen-of-death/ |
| 2025-06-27 | Lutnick氏によると、米中貿易協定は『締結済み』だが、NVIDIAの中国向けAI GPUの行方は不透明である | US-China Trade Deal “Signed and Sealed,” Says Lutnick, But Fate Of NVIDIA’s China AI GPUs Unclear | https://wccftech.com/us-china-trade-deal-signed-and-sealed-says-lutnick-but-fate-of-nvidias-china-ai-gpus-unclear/ |
| 2025-06-27 | RTGI ReShadeシェーダーがこれまでで最大のアップデートを受け、作者によればReSTIR GIを凌駕する性能を発揮している | RTGI ReShade Shader Receives Its ‘Biggest Update Yet’, Outperforming ReSTIR GI According to Its Author | https://wccftech.com/rtgi-reshade-shader-receives-its-biggest-update-yet-outperforming-restir-gi-according-to-its-author/ |
| 2025-06-27 | Monster Hunter Wildsのタイトルアップデート2では、NVIDIA DLSS 4、マルチフレーム生成、PC向けのAMD FSR 4サポートなどが追加される | Monster Hunter Wilds Title Update 2 Will Introduce NVIDIA DLSS 4, Multi Frame Generation, AMD FSR 4 Support on PC and More | https://wccftech.com/monster-hunter-wilds-title-update-2-nvidia-dlss-4-amd-fsr-4/ |
| 2025-06-27 | The Outer Worlds 2では、リスペックが許可されず、選択が真に影響を及ぼさない | The Outer Worlds 2 Won’t Let You Respec to Make Choices Truly Matter | https://wccftech.com/the-outer-worlds-2-wont-let-you-respec-to-make-choices-truly-matter/ |
| 2025-06-27 | Qualcommは『Kaanapali』のコードネームの下、2種類のSnapdragon 8 Elite Gen 2を開発中で、『Kaanapali S』はSamsungの2nm GAAプロセスを用いた試作段階にある | Qualcomm Is Reportedly Developing Two Snapdragon 8 Elite Gen 2 Versions Under The Codename ‘Kaanapali,’ With ‘Kaanapali S’ Currently Under Trial Production Using Samsung’s 2nm GAA Process | https://wccftech.com/qualcomm-making-two-snapdragon-8-elite-gen-2-socs-one-with-samsung-2nm-gaa-node/ |
| 2025-06-27 | FBCによると、Firebreakは100万人のプレイヤーを突破したが、Remedyはまだ多くの課題が残っていると認識している | FBC: Firebreak Has Surpassed 1 Million Players, Though Remedy Knows There’s a Lot of Work to Do | https://wccftech.com/fbc-firebreak-has-surpassed-1-million-players-though-remedy-knows-theres-a-lot-of-work-to-do/ |
| 2025-06-27 | Appleは、iPhone 17シリーズに先進AI機能と折りたたみ型フラッグシップが欠けたため販売が伸び悩んだとして、2026年のiPhone 18で高い成長が期待される | Apple To Witness A Higher Growth With iPhone 18 Launch In 2026, As Advanced AI Capabilities And A Foldable Flagship Are Elements Missing From The iPhone 17 Series, Resulting In Fewer Sales | https://wccftech.com/iphone-18-to-drive-higher-sales-momentum-thanks-to-foldable-launch-and-ai-capabilities/ |
| 2025-06-27 | Fatsharkが誇るところによると、Darktide Arbites DLCは成功を収めた | Darktide Arbites DLC Was a Success, Boasts Fatshark | https://wccftech.com/darktide-arbites-dlc-was-a-success-boasts-fatshark/ |
| 2025-06-27 | Monster Hunter Wildsの無料タイトルアップデート2が月曜日に登場、ハント対象にラギアクルスとセレジオスが追加される | Monster Hunter Wilds Free Title Update 2 Arrives On Monday, Adds Lagiacrus And Seregios To The Hunt | https://wccftech.com/monster-hunter-wilds-free-title-update-2-arrives-on-monday-adds-lagiacrus-and-seregios-to-the-hunt/ |
| 2025-06-27 | CapcomはPragmataのゲームプレイに本格的に挑み、今年のGamescom 2025でプレイヤーが体験できる機会を提供する | Capcom Dives Into Pragmata Gameplay, Which Players Will Get To Try At Gamescom 2025 | https://wccftech.com/capcom-dives-into-pragmata-gameplay-which-players-will-get-to-try-at-gamescom-2025/ |
| 2025-06-27 | Capcomは、Resident Evil Requiemでプレイヤーをラクーンシティへと誘うべく、第一・第三人称両スタイルのゲームプレイの一端を公開した | Capcom Shows Off Brief Look At First And Third-Person Gameplay As Resident Evil Requiem Takes Players Back To Raccoon City | https://wccftech.com/capcom-shows-off-brief-look-at-first-and-third-person-gameplay-as-resident-evil-requiem-takes-players-back-to-raccoon-city/ |
| 2025-06-27 | iPhone 17 Airのスクリーンプロテクターが、フロントカメラの位置が左側であることを示し、目撃者は洗練されたデザインが内部構造の再編を迫ると指摘する | iPhone 17 Air Screen Protector Shows The Front-Facing Camera’s Position Is To The Left Side; Tipster Claims That The Flagship’s Sleek Design Will Force An Internal Components Restructure | https://wccftech.com/iphone-17-air-front-facing-camera-position-is-to-the-left-tipster-explains-why/ |
| 2025-06-27 | Xiaomiは初の自社製Xring O1チップを搭載したタブレット「Pad 7S Pro 12.5」を発表。120W充電、大容量バッテリー、フラッグシップ並みの効率と性能を実現 | Xiaomi Unveils Pad 7S Pro 12.5, Its First Tablet With In-House Xring O1 Chip, 120W Charging, Bigger Battery, And Flagship-Level Efficiency And Performance | https://wccftech.com/xiaomi-unveils-pad-7s-pro-12-5-its-first-tablet-with-in-house-xring-o1-chip-120w-charging-bigger-battery-and-flagship-level-efficiency-and-performance/ |
| 日経 Tech Foresight | |||
| 2025-06-27 | NVIDIA、AIデータセンターで800V構想 SiCやGaNに出番 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC264IO0W5A620C2000000 | |
| 2025-06-27 | 広大、高輝度なSi量子ドットLED ペロブスカイト系並み | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC2303Y0T20C25A6000000 | |
| マイナビニュース テックプラス | |||
| 2025-06-27 | コンチネンタル、車載半導体の設計・検証を行う新組織「AESS」を設立 | https://news.mynavi.jp/techplus/article/20250627-3365122/ | |
| 2025-06-27 | ギガフォトンが九州事務所を竣工、九州地域でのサービスキャパシティを3倍に拡大 | https://news.mynavi.jp/techplus/article/20250627-3365047/ | |
| 2025-06-27 | レゾナック、次世代の先端パッケージ向け光剥離プロセスで米PulseForgeと提携 | https://news.mynavi.jp/techplus/article/20250627-3365000/ | |
| 2025-06-27 | ITF World 2025 第3回 欧州が団結して2nm超の試作ラインを構築へ、imecが推進するNanoICプロジェクト | https://news.mynavi.jp/techplus/article/itfworld2025-3/ | |
| TrendForce | |||
| 2025-06-27 | Intelがソウルで開催した初の海外ファウンドリー・コネクトがSKハイニックスのHBMに注目を集める | Intel’s First Overseas Foundry Connect in Seoul Sparks SK hynix HBM Buzz | https://www.trendforce.com/news/2025/06/27/news-intels-first-overseas-foundry-connect-in-seoul-sparks-sk-hynix-hbm-buzz/ |
| 2025-06-27 | TSMC、NVIDIA JetsonとTesla製チップを背景にヒューマノイド分野で10年にわたる好景気を狙う | TSMC Reportedly Eyes 10-Year Boom from Humanoids, Backed by NVIDIA Jetson and Tesla’s Chips | https://www.trendforce.com/news/2025/06/27/news-tsmc-reportedly-eyes-10-year-boom-from-humanoids-backed-by-nvidia-jetson-and-teslas-ai-chips/ |
| 2025-06-27 | ルネサス、Wolfspeedの影響で2500億円の打撃を受けた後、2030年の売上目標を5年延期する | Renesas Reportedly Pushes 2030 Sales Goal Back 5 Years After JPY250B Hit from Wolfspeed Fallout | https://www.trendforce.com/news/2025/06/27/news-renesas-reportedly-pushes-2030-sales-goal-back-5-years-after-jpy250b-hit-from-wolfspeed-fallout/ |
| 2025-06-27 | コンチネンタル、社内製チップ開発の一環として半導体部門を設立 | Continental Establishes Semiconductor Division, a Step for in-House Chip Development | https://www.trendforce.com/news/2025/06/27/news-continental-establishes-semiconductor-division-a-step-for-in-house-chip-development/ |
| 2025-06-27 | 世界規模のファブ拡大は、MicronのHBM需要急増に追いつけるか？ 米国、日本、インドからのタイムライン更新 | Can Global Fab Expansion Keep Up with Micron’s HBM Surge? Timeline Update from U.S., Japan & India | https://www.trendforce.com/news/2025/06/27/news-can-global-fab-expansion-keep-up-with-microns-hbm-surge-timeline-update-from-u-s-japan-india/ |
| Semiconductor Digest | |||
| 3 hours ago | ウェハーレンズがX線ビームのサイズを3,400倍以上変える | Wafer Lens Changes X-ray Beam Size By More than 3,400 Times | https://www.semiconductor-digest.com/wafer-lens-changes-x-ray-beam-size-by-more-than-3400-times/ |
| 4 hours ago | SEMIは、AIの影響で先進チップ製造能力が2028年までに69％成長すると予測 | SEMI Forecasts 69% Growth in Advanced Chipmaking Capacity Through 2028 Due to AI | https://www.semiconductor-digest.com/semi-forecasts-69-growth-in-advanced-chipmaking-capacity-through-2028-due-to-ai/ |
| 4 hours ago | Gigaphoton、九州でフィールドサービス能力を3倍に拡大 | Gigaphoton Triples its Field Service Capacity in Kyushu | https://www.semiconductor-digest.com/gigaphoton-triples-its-field-service-capacity-in-kyushu/ |
| 日本経済新聞 | |||
| 2025-06-28 | S&P500最高値も酔えないアルコール関連株 | https://www.nikkei.com/article/DGXZQOFL27E540X20C25A6000000/ | |
| 2025-06-28 | S&P500とナスダック最高値 突出する米企業利益、マネー回帰 | https://www.nikkei.com/article/DGXZQOGN27E5V0X20C25A6000000/ | |
| 2025-06-28 | JIC、滋賀の製薬に100億円出資 中堅企業投資に参入 | https://www.nikkei.com/article/DGXZQOUB200Q00Q5A620C2000000/ | |
| 2025-06-28 | 孫正義氏、後継候補「グループ内で競争」 ソフトバンクG株主総会 | https://www.nikkei.com/article/DGXZQOUC138Q30T10C25A6000000/ | |
| 2025-06-28 | DRAMスポット価格、1カ月で2倍に急騰 中国に生産終了の観測 | https://www.nikkei.com/article/DGXZQOUB208NE0Q5A620C2000000/ | |
| 2025-06-28 | （人事・エレクトロニクス）東芝デバイス&ストレージ | https://www.nikkei.com/article/DGKKZO89673000X20C25A6TJR000/ | |
| 2025-06-28 | 東京エレクトロン役員「粗利率、最高続く」 関税影響は限定的 | https://www.nikkei.com/article/DGXZQOUC185Y90Y5A610C2000000/ | |
| 2025-06-28 | トヨタグループ、持ち合い株1.2兆円売却 豊田織機非公開化で加速 | https://www.nikkei.com/article/DGXZQOFD255H40V20C25A6000000/ | |
| 2025-06-28 | 台湾ドル、対円で33年ぶり5円台に上昇 半導体株高が追い風 | https://www.nikkei.com/article/DGXZQOUB275AD0X20C25A6000000/ | |
| 2025-06-28 | P1哨戒機の稼働低調、エンジン不具合や部品不足 装備品輸出に影 | https://www.nikkei.com/article/DGXZQOUD243860U5A620C2000000/ | |
| ダイヤモンドオンライン | |||
| Jun 27 21:00 | ニコンは大幅減益、キヤノン・富士フイルム・HOYAは過去最高…何が明暗を分けたのか？ | https://diamond.jp/articles/-/367169 | |
| Jun 26 20:50 | エヌビディアのクラウド進出、IT大手に脅威 | https://diamond.jp/articles/-/367463 | |
| Jun 26 20:05 | トーマツ所属の公認会計士「監査報酬獲得額」実名＆実額ランキング【333人】監査法人“王者”の最新序列とは？《再配信》 | https://diamond.jp/articles/-/367062 | |
| Tom’s Hardware | |||
| 2025-06-27 21:52 | 再利用可能なバッテリーのみで駆動される2,000 GPU搭載のデータセンターが始動 | 2,000-GPU data center launches powered exclusively by reusable batteries | https://www.tomshardware.com/tech-industry/2-000-gpu-data-center-launches-powered-exclusively-by-reusable-batteries-12-megawatt-storage-system-built-on-hundreds-of-repurposed-ev-batteries |
| 2025-06-27 20:32 | Microsoft、Windows 11で伝説のブルースクリーン・オブ・デスを黒いバージョンに刷新 | Microsoft replaces the iconic blue screen of death with a black version in Windows 11 | https://www.tomshardware.com/software/windows/windows-blue-screen-of-death-axed-after-40-years-but-bsod-still-remains-will-be-replaced-by-new-black-windows-11-unexpected-restart-screen |
| TechPowerup | |||
| 2025-06-27T19:46:59+00:00 | AVerMedia CamStream 4K レビュー | AVerMedia CamStream 4K Review | https://www.techpowerup.com/review/avermedia-camstream-4k/ |
| 2025-06-27T18:52:58+00:00 | デスクトップゲーミング市場でAMDの3D V-Cacheに挑戦すると噂されるIntel Nova Lake CPU | Some Intel Nova Lake CPUs Rumored to Challenge AMD’s 3D V-Cache in Desktop Gaming | https://www.techpowerup.com/338414/some-intel-nova-lake-cpus-rumored-to-challenge-amds-3d-v-cache-in-desktop-gaming |
| 2025-06-27T17:17:28+00:00 | GoDeal24の大規模ミッドイヤーセール到来：正規ソフトウェアが驚きの価格で | GoDeal24 Big Mid-Year Sale is Here: Great Prices on Genuine Software | https://www.techpowerup.com/338406/godeal24-big-mid-year-sale-is-here-great-prices-on-genuine-software |
| 2025-06-27T15:41:58+00:00 | Windows 11、青い画面を廃止し『ブラックスクリーン・オブ・デス』を採用 | Windows 11 Retires Blue in Favor of the Black Screen of Death | https://www.techpowerup.com/338410/windows-11-retires-blue-in-favor-of-the-black-screen-of-death |
| 2025-06-27T15:08:52+00:00 | AMDとArmが差を広げる中、Intelのサーバーシェアが67%に低下 | Intel’s Server Share Slips to 67% as AMD and Arm Widen the Gap | https://www.techpowerup.com/338409/intels-server-share-slips-to-67-as-amd-and-arm-widen-the-gap |
| 2025-06-27T12:19:06+00:00 | MCHOSEとUnbox Therapy、初の共同ブランド『サイレントメカニカルキーボード UT98』を発売 | MCHOSE and Unbox Therapy Launch Their First Co-Brand Silent Mechanical Keyboard UT98 | https://www.techpowerup.com/338404/mchose-and-unbox-therapy-launch-their-first-co-brand-silent-mechanical-keyboard-ut98 |
| 2025-06-27T10:22:35+00:00 | Cooler Master、新型 NR200P V3 コンパクトケースシリーズを発売 | Cooler Master Launches the NR200P V3 Compact Case Series | https://www.techpowerup.com/338402/cooler-master-launches-the-nr200p-v3-compact-case-series |
| 2025-06-27T09:35:40+00:00 | LG Display、4世代目OLED技術搭載の究極ゲーミングOLEDパネルの量産を開始 | LG Display Begins Mass Production of Ultimate Gaming OLED Panel with 4th-Generation OLED Technology | https://www.techpowerup.com/338401/lg-display-begins-mass-production-of-ultimate-gaming-oled-panel-with-4th-generation-oled-technology |
| 2025-06-27T09:30:04+00:00 | Gigabyte、Intel Z890マザーボード向け革新的ウルトラターボモードで性能向上を発表 | Gigabyte Announces Revolutionary Ultra Turbo Mode Performance Boost for Intel Z890 Motherboards | https://www.techpowerup.com/338400/gigabyte-announces-revolutionary-ultra-turbo-mode-performance-boost-for-intel-z890-motherboards |
| 2025-06-27T07:56:00+00:00 | ASUS ROG Astral RTX 5090 BTF Edition、GC-HPWRコネクタ搭載で登場 | ASUS ROG Astral RTX 5090 BTF Edition Debuts with GC-HPWR Connector | https://www.techpowerup.com/338399/asus-rog-astral-rtx-5090-btf-edition-debuts-with-gc-hpwr-connector |
| 2025-06-27T07:03:55+00:00 | AMD Ryzen AI 9 HX 475 & 470『Gorgon Point』APUが出荷明細に登場 | AMD Ryzen AI 9 HX 475 & 470 “Gorgon Point” APUs Surface in Shipping Manifests | https://www.techpowerup.com/338398/amd-ryzen-ai-9-hx-475-470-gorgon-point-apus-surface-in-shipping-manifests |
| 2025-06-27T07:00:49+00:00 | TechPowerUpとID-Cooling、サマーギブアウェイを発表 | TechPowerUp and ID-Cooling Announce Summer Giveaway | https://www.techpowerup.com/338395/techpowerup-and-id-cooling-announce-summer-giveaway |
| 2025-06-27T06:31:42+00:00 | F2P JRPG『Persona5: The Phantom X』、ファンの不満を超えて発売数時間でフランチャイズチャート首位に | F2P JRPG Persona5: The Phantom X Tops Franchise Charts Hours After Launch Despite Fan Gripes | https://www.techpowerup.com/338397/f2p-jrpg-persona5-the-phantom-x-tops-franchise-charts-hours-after-launch-despite-fan-gripes |
| 2025-06-27T05:12:16+00:00 | 『The Expanse: Osiris Reborn』、壮大な宇宙戦闘から緻密な戦闘とRPG要素へとシフト | The Expanse: Osiris Reborn Will Trade Epic Space Battles for In-Depth Combat and RPG Mechanics | https://www.techpowerup.com/338394/the-expanse-osiris-reborn-will-trade-epic-space-battles-for-in-depth-combat-and-rpg-mechanics |
| EETimes Taiwan | |||
| 2025-06-27 | DeepSeekを超えて：コンピューティングアーキテクチャは継続的な進化が求められる | 超越DeepSeek：運算架構亟需持續進化 | https://www.eettaiwan.com/20250627nt31-beyond-deepseek-why-computing-must-evolve-to-adapt-to-innovation/ |
| 2025-06-27 | ツールからエージェントへ：エージェンティックAIが企業の革新と変革を支援 | 從工具到代理 Agentic AI助攻企業創新轉型 | https://www.eettaiwan.com/20250627nt11-agentic-ai-transforms-from-tool-to-partner-in-enterprise-innovation/ |
| 2025-06-27 | Micro LEDの応用シーンがさらに拡大 | Micro LED應用場景再拓展 | https://www.eettaiwan.com/20250627nt21-micro-led-application-expansion/ |
| EETimes Asia | |||
| EETimes India | |||
| ZDNET Korea | |||
| 2025-06-28 | [寄稿] 新政府、韓国ブロックチェーン産業に『機会の窓』を開くか | [기고] 새 정부, 한국 블록체인 산업 ‘기회의 창’ 열까 | https://www.zdnet.co.kr/20250628000722%22%20title=%22 |
| 2025-06-27 | 『AI革新 vs 地球滅亡』の岐路に立つ人類…5年後、電力消費が10倍に増加 | ‘AI 혁신 vs 지구 멸망’ 기로에 선 인류…5년 뒤 전력 소비 10배 증가 | https://www.zdnet.co.kr/20250627204634%22%20title=%22 |
| 2025-06-27 | 政府、SKTの侵害事故調査結果を来週発表 | 정부, SKT 침해사고 조사결과 다음주 발표 | https://www.zdnet.co.kr/20250627184828%22%20title=%22 |
| 2025-06-27 | ソルエム、1,197億ウォンのRCPS発行…『中長期成長を加速』 | 솔루엠, 1197억원 RCPS 발행…”중장기 성장 박차” | https://www.zdnet.co.kr/20250627181901%22%20title=%22 |
| 2025-06-27 | 2025インディクラフト、トップ70の開発会社を表彰…『インディーゲーム開発環境の支援を継続』 | 2025 인디크래프트, 톱70 개발사 시상…”인디 게임 개발 환경 지원 지속” | https://www.zdnet.co.kr/20250627180957%22%20title=%22 |
| 2025-06-27 | クムホ電機、パブロ航空と1,000台のドローン供給契約締結 | 금호전기, 파블로항공과 1천대 드론 공급계약 | https://www.zdnet.co.kr/20250627180200%22%20title=%22 |
| 2025-06-27 | 「超巨大AI、産業現場に投入される」…コティトゥマル、エージェンティックAI活用事例を公開 | “초거대 AI, 산업현장에 투입된다”…포티투마루, 에이전틱 AI 활용사례 공개 | https://www.zdnet.co.kr/20250627113649%22%20title=%22 |
| 2025-06-27 | 通信から金融まで…NIA、公共・民間の仮名情報統合の拡大を推進 | 통신부터 금융까지…NIA, 공공·민간 가명정보 결합 확산 | https://www.zdnet.co.kr/20250627172256%22%20title=%22 |
| 2025-06-27 | コウウェイ、シンセカイ タイムズスクエアに出店 | 코웨이, 신세계 타임스퀘어 입점 | https://www.zdnet.co.kr/20250627175343%22%20title=%22 |
| 2025-06-27 | 「パパジョンズ、8年6ヶ月で個人情報3,730万件が流出」 | “파파존스, 8년 6개월동안 개인정보 3730만건 유출” | https://www.zdnet.co.kr/20250627173757%22%20title=%22 |
| 2025-06-27 | ウィメイド、『ミルM』 中国攻略本格化…現地1万人を対象にテスト実施 | 위메이드, ‘미르M’ 中 공략 본격화…현지 1만명 대상 테스트 실시 | https://www.zdnet.co.kr/20250627161546%22%20title=%22 |
| 2025-06-27 | [現場] 『韓国型AI』育成本格化…「主役は民間、政府は主要支援者」 | [현장] ‘한국형 AI’ 양성 본격화…”주인공은 민간, 정부는 핵심 조력자” | https://www.zdnet.co.kr/20250627170834%22%20title=%22 |
| 2025-06-27 | [現場] 「なぜAIはいつも的外れな答えをするのか」…コックスウェイヴ、分析ツール『アライン』で勝負 | [현장] “AI는 왜 자꾸 엉뚱한 답을 할까”…콕스웨이브, 분석 툴 ‘얼라인’으로 승부수 | https://www.zdnet.co.kr/20250627165628%22%20title=%22 |
| 2025-06-27 | [人事] 韓国水力원자力 | [인사] 한국수력원자력 | https://www.zdnet.co.kr/20250627170146%22%20title=%22 |
| 2025-06-27 | HPE「複雑なITインフラ、AIエージェントで簡素化」 | HPE “복잡한 IT 인프라, AI 에이전트로 간소화” | https://www.zdnet.co.kr/20250627163754%22%20title=%22 |
| 2025-06-27 | 技術は到達、しかし市場は遅延…CXLジレンマ、なぜ？ | 기술은 도착, 시장은 지연…CXL 딜레마, 왜? | https://www.zdnet.co.kr/20250626154916%22%20title=%22 |
| 2025-06-27 | KTR、慶南TPと手を組み、慶南地域企業支援を先導 | KTR, 경남TP와 손잡고 경남 지역 기업 지원 앞장 | https://www.zdnet.co.kr/20250627164014%22%20title=%22 |
| 2025-06-27 | AWS、シンガポールに『イノベーションハブ』を開設…「アジア太平洋のAI・クラウド支援」 | AWS, 싱가포르에 ‘이노베이션 허브’ 개소…”아태 AI·클라우드 지원” | https://www.zdnet.co.kr/20250627162813%22%20title=%22 |
| 2025-06-27 | メタネットティ플랫フォーム、セミナー開催…AI・クラウドで業務革新 | 메타넷티플랫폼 세미나 개최…AI·클라우드로 업무 혁신 | https://www.zdnet.co.kr/20250627163609%22%20title=%22 |
| 2025-06-27 | [人事] 韓国ガス安全公社 | [인사] 한국가스안전공사 | https://www.zdnet.co.kr/20250627162914%22%20title=%22 |
| 中央日報 | |||
| 2025-06-28 | 金融資産が5400兆の時代、資産運用の『コンパス』を2万人が求める | 금융자산 5400조 시대, 재테크 '나침반' 2만명이 찾다 | https://www.joongang.co.kr/article/25347390 |
| 2025-06-28 | [アウトルック] 産業用電気料金だけが高騰する歪んだ現状、市場開放に解決の鍵あり | [outlook] 산업용만 비싸지는 기울어진 전기요금, 시장개방에 답있다 | https://www.joongang.co.kr/article/25347365 |
| 2025-06-28 | 金融資産が5400兆の時代、資産運用の『コンパス』を2万人が求める | 금융자산 5400조 시대, 재테크 ‘나침반’ 2만명이 찾다 | https://www.joongang.co.kr/article/25347363 |
| 2025-06-27 | 「聞いてみたら、明確な投資基準ができました」…『中央資産運用博覧会』で家族全員が経済を学ぶ | “듣고나니 명확한 투자기준 생겼어요”…‘중앙 재테크박람회’ 온 가족이 경제 공부 | https://www.joongang.co.kr/article/25347287 |
| 2025-06-27 | 韓国ドラマ産業への戦略的投資、今が『ゴールデンタイム』 [이용해 변호사의 엔터Law 이슈] | 한국 드라마 산업에 대한 전략적 투자, 지금이 ‘골든타임’ [이용해 변호사의 엔터Law 이슈] | https://www.joongang.co.kr/article/25347206 |
| 2025-06-27 | 中東記事、欧米側の立場に偏った報道…現地メディアの視点も取り入れるべき | 중동기사, 서방입장 위주 보도…현지언론 시각도 반영을 | https://www.joongang.co.kr/article/25347125 |
| BAIDU | |||
| 昨天19:21 | 四川天数智芯半導体科技有限公司が設立され、資本金は1億人民元 | 四川天数智芯半导体科技有限公司成立,注册资本10000万人民币 | https://baijiahao.baidu.com/s?id=1836081583394937765&wfr=spider&for=pc |
| 昨天16:31 | 半導体分野での新たなブレイクスルー：新声半導体のBAWフィルターの年間出荷台数が3億個を突破 | 半导体细分领域新突破:新声半导体 BAW 滤波器年出货超3亿颗 | https://baijiahao.baidu.com/s?id=1836070273753433581&wfr=spider&for=pc |
| 昨天13:54 | LG Innotekが次世代の高級半導体基板を構築 | LG Innotek打造下一代高端半导体基板 | https://baijiahao.baidu.com/s?id=1836060412276732389&wfr=spider&for=pc |
| 昨天19:44 | 禾芯半導体（武漢市）有限責任会社が設立され、資本金は500万元 | 禾芯半导体(武汉市)有限责任公司成立,注册资本500万人民币 | https://baijiahao.baidu.com/s?id=1836082838546461777&wfr=spider&for=pc |
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