Semiconductor News 20250707

TOC

Main News

  1. Apple and Xiaomi Aim for Self-Sufficiency in 5 G Modems Apple and Xiaomi are moving toward self-sufficiency in 5G modems, which have long been dominated by a few companies. This could lead to a major shift in the existing modem market power structure.
  2. China ‘s “Big Tech” Telecom Operators Accelerate Overseas Expansion , Spending Billions of Dollars on AI Infrastructure Alibaba, Huawei, Tencent, and other major Chinese telecom companies are accelerating their overseas expansion by investing billions of dollars to develop global AI infrastructure. This will have a significant impact on global AI technology development and market competition.
  3. Nvidia’s First Desktop PC Chip, Grace Blackwell, Coming This Month Nvidia’s first chip for desktop PCs will be available this month, preceded by Asus with its Ascend GX10 Grace Blackwell desktop platform. This marks a new development in the AI and high-performance computing market.
  4. NVIDIA RTX 5090 Slows Performance by 25% or More Due to Lack of PCIe Bandwidth NVIDIA’s RTX 5090 graphics card was found to record a significant performance drop of 25% or more, especially in rendering tasks, when PCIe bandwidth is not fully available. This suggests the importance of system configuration for users to achieve optimal performance.
  5. Windows 11 Surpasses Windows 10 to Become the Most Dominant Operating System Microsoft’s Windows 11 has finally surpassed Windows 10 to become the most popular operating system. This is an important milestone that marks a change in OS trends in the PC market.
  6. Intel “Diamond Rapids ” Xeon CPUs to feature up to 192 cores and 500W T DP Intel’s next-generation Xeon CPUs, “Diamond Rapids,” will feature up to 192 P-cores and 500W TDP (thermal design power). This implies significant performance gains in the data center and high-performance computing arena.
  7. Tariff Revisions May Increase Nintendo Switch 2 Prices It has been noted that tariff revisions in the U.S. may lead to an increase in the price of the upcoming Nintendo Switch 2. This is important information for consumers and may affect the pricing strategy for the new product.
  8. TSMC Arizona Male Engineer Files Lawsuit for Workplace Harassment A male TSMC Arizona engineer has filed a lawsuit for harassment, alleging that he was “spanked” by a co-worker at work. This news story highlights workplace environment and employee protection issues at a major semiconductor company.
  9. South Korea’s Semiconductor Industry Faces Competitiveness Decline Due to Labor Shortage The South Korean semiconductor industry is facing a serious labor shortage, and there are reported concerns that this will reduce the country’s semiconductor production capacity and competitiveness in the global market. Securing human resources has become a major issue.
  10. EU Maintains Policy of Full Enforcement of AI Laws Until Next Year with No Grace Period The European Union (EU) has maintained its policy of full enforcement of AI laws and plans to do so until next year with no grace period. This is expected to have a significant impact on the global regulatory landscape for AI development and use.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Jul 6, 21:18後れを取って始動:AppleとXiaomi、長年独占された5Gモデムの自給自足を目指すFrom behind the curve: Apple and Xiaomi chase long-dominated 5G modem self-reliancehttps://www.digitimes.com/news/a20250702PD213/apple-5g-xiaomi-baseband-modem.html
Jul 6, 21:18ヤマハ発動機、半導体装置需要を取り込むためにロボティクス部門を新設Yamaha Motor launches robotics division to tap semiconductor equipment demandhttps://www.digitimes.com/news/a20250702PD214/yamaha-equipment-demand-robotics-revenue.html
Jul 6, 21:15日立、AIによる効率化推進で半導体の持続可能性を目指すHitachi targets semiconductor sustainability with AI-driven efficiency pushhttps://www.digitimes.com/news/a20250702VL206/hitachi-efficiency-semiconductor-industry-infrastructure-renewable-energy.html
wccftech
2025-07-07GALAX GeForce RTX 5090 D、3650 MHzのGPUオーバークロックと36 GbpsのGDDR7スピードで驚愕の世界記録を樹立GALAX GeForce RTX 5090 D Sets Insane World Records With 3650 MHz GPU Overclock & 36 Gbps GDDR7 Speedshttps://wccftech.com/galax-geforce-rtx-5090-d-sets-insane-world-records-3650-mhz-gpu-overclock-36-gbps-gddr7/
2025-07-07CPU-Z、最新RDNA 4、RTX 50シリーズGPUおよび複数のAMD CPUファミリーへの対応を追加CPU-Z Adds Support For Latest RDNA 4, RTX 50 Series GPUs, And Multiple AMD CPU Familieshttps://wccftech.com/cpu-z-2-16-adds-support-for-rx-9060-xt-and-rtx-5050/
2025-07-06Dying Light: The Beast ― テックランドによるゾンビシリーズ新章に関する全情報Dying Light: The Beast – Everything We Know About Techland’s New Chapter in the Zombie Serieshttps://wccftech.com/roundup/dying-light-the-beast-everything-we-know-about-techlands-new-chapter-in-the-zombie-series/
2025-07-06Amazonプライムデー早期セールでRyzen 5 9600Xがわずか165ドルに:さらに多くのRyzen CPUが大幅ディスカウントで登場Get Ryzen 5 9600X For Just $165 On Amazon Prime Day Early Deal: More Ryzen CPUs Listed With Great Discountshttps://wccftech.com/get-ryzen-5-9600x-for-just-165-on-amazon-prime-day-early-deal/
2025-07-06NVIDIA RTX 5090、完全なPCIe帯域が確保できない場合、レンダリング作業で顕著な性能低下を含め、25%以上のパフォーマンス低下を記録NVIDIA RTX 5090 Loses Over 25% Performance Without Full PCIe Bandwidth, With Noticeable Losses in Rendering Workloadshttps://wccftech.com/nvidia-rtx-5090-loses-over-25-performance-without-full-pcie-bandwidth-with-noticeable-losses-in-rendering-workloads/
2025-07-06MSI Afterburner、Radeon RX 9000 GPUの「非公式」サポートを実装;また、データベースに「今後の」RTX 50シリーズGPUも追加MSI Afterburner Gets “Unofficial” Support For Radeon RX 9000 GPUs; Also Gets “Future” RTX 50 Series GPUs In The Databasehttps://wccftech.com/msi-afterburner-gets-unofficial-support-for-radeon-rx-9000-gpus/
2025-07-06TSMCアリゾナの男性技術者、同僚がデスク上に吊るされたゴム製チキンを発見する中で「お尻を叩かれた」と主張、訴訟提起TSMC Arizona’s Male Technician “Patted On The Buttocks” While Colleague Found Rubber Chicken Hanging Over His Desk, Alleges Lawsuithttps://wccftech.com/tsmc-arizonas-male-technician-patted-on-the-buttocks-while-colleague-found-rubber-chicken-hanging-over-his-desk-alleges-lawsuit/
2025-07-06AMDの64コア Ryzen Threadripper 9980X、PassMarkで旧フラッグシップのWXシリーズ96コア Threadripper PRO 7995WXを上回る性能を発揮AMD’s 64-Core Ryzen Threadripper 9980X Beats The Former Flagship WX Series 96-Core Threadripper PRO 7995WX In PassMarkhttps://wccftech.com/ryzen-threadripper-9980x-benchmarked-in-passmark/
2025-07-06NVIDIA、Unreal Engine 5.6向けのDLSS 4プラグインを公式リリースNVIDIA Officially Releases DLSS 4 Plugin For Unreal Engine 5.6https://wccftech.com/nvidia-officially-releases-dlss-4-plugin-for-unreal-engine-5-6/
2025-07-06中国の「ビッグテック」通信事業者が海外展開を加速;アリババ、ファーウェイ、テンセントが世界規模のAIインフラ整備に数十億ドルを投じるChina’s “Big Tech” CSPs Are Accelerating Their Overseas Expansion; Alibaba, Huawei & Tencent To Spend Billions On Global AI Infrastructurehttps://wccftech.com/china-big-tech-csp-are-accelerating-their-overseas-expansion/
日経 Tech Foresight
2025-07-07【特許】東大発ガイアニクス、高品質なエピ膜形成方法https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0246L0S5A700C2000000
2025-07-07「Google系のロボAI」「量子ビット新製法」 海外動向https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC042PF0U5A700C2000000
マイナビニュース テックプラス
TrendForce
Semiconductor Digest
日本経済新聞
2025-07-07今日の株価材料(新聞など、5〜7日)日産自、鴻海とEV生産協議https://www.nikkei.com/article/DGXZQOFL053J00V00C25A7000000/
2025-07-07洋食器のノリタケ、半導体部材開発に照準 特許出願2.5倍で新事業https://www.nikkei.com/article/DGXZQOFD17AOS0X10C25A6000000/
2025-07-07日鉄会長、日本の製造業を守る決意 「敗者にならないために投資」https://www.nikkei.com/article/DGXZQOUC046Q60U5A700C2000000/
2025-07-07JDI会長「全ての責任は私に」 株主に陳謝、新体制始動も道険しhttps://www.nikkei.com/article/DGXZQOUC025KL0S5A700C2000000/
2025-07-07猶予期限直前の「トランプ関税」 どの国・モノに何%?https://www.nikkei.com/article/DGXZQOCB1832E0Y5A410C2000000/
2025-07-07日経平均株価、年末4万5000円 三菱UFJアセットの中山晶平氏https://www.nikkei.com/article/DGXZQOUB028LD0S5A700C2000000/
2025-07-07国内社債発行が過去最大 4~6月4.9兆円、ソフトバンクGなど大型起債https://www.nikkei.com/article/DGXZQOUB26DRW0W5A620C2000000/
2025-07-07日韓国交正常化60年、新たな次元へ 両国の識者に聞くhttps://www.nikkei.com/article/DGXZQOCD021300S5A700C2000000/
2025-07-06車関税の長期化、身構える「城下町」 広島の部品会社は中国で商談https://www.nikkei.com/article/DGXZQOCC036A70T00C25A7000000/
ダイヤモンドオンライン
Jul 6 21:05【超保存版】“99%の悩み”に解決策を示すChatGPT「神プロンプト」ベスト1https://diamond.jp/articles/-/367658
Jul 6 20:10東大・京大・難関国立大の新卒者を多く採用している企業ランキング【300社】7位マッキンゼー、4位NTT、1位は?大学別内訳も公開https://diamond.jp/articles/-/367973
Tom’s Hardware
2025-07-06 21:56ハッカーによるRCE脆弱性の悪用でゲームが混乱した疑いを受け、ActivisionがCall of Duty: WWIIをオフラインにActivision takes Call of Duty: WWII offline after hackers apparently disrupted the game with RCE exploitshttps://www.tomshardware.com/video-games/pc-gaming/activision-takes-call-of-duty-wwii-offline-after-hackers-apparently-disrupted-the-game-with-rce-exploits-malicious-code-wreaks-havoc-on-pc-gamers-as-bad-actors-take-complete-control-of-your-computer
2025-07-06 21:00FolderDrive USB-Cフラッシュストレージがコンピュータのフォルダアイコンを物理世界に再現 ― 逆スキュオモルフィズムFolderDrive USB-C flash storage drags computer folder icon into the physical world – Skeuomorphism in reversehttps://www.tomshardware.com/pc-components/usb-flash-drives/folderdrive-usb-c-flash-storage-drags-computer-folder-icon-into-the-physical-world-skeuomorphism-in-reverse
2025-07-06 20:58AmazonがRyzen 7 7800X3Dの価格を大幅に引き下げ、現在わずか341ドルにAmazon slashes Ryzen 7 7800X3D price, now just $341https://www.tomshardware.com/pc-components/cpus/newegg-slashes-ryzen-7-7800x3d-price-now-just-usd369-with-a-free-1tb-ssd-last-gen-chip-is-a-stellar-deal-with-95-percent-of-the-gaming-performance-of-the-newer-model
2025-07-06 19:55Nvidia初のデスクトップPCチップが今月登場 ― AsusがAscend GX10 Grace Blackwellデスクトッププラットフォームで先行Nvidia’s first desktop PC chip lands this month – Asus leads with Ascend GX10 Grace Blackwell desktop platformhttps://www.tomshardware.com/tech-industry/artificial-intelligence/nvidias-first-desktop-pc-chip-lands-this-month-asus-leads-with-ascend-gx10-grace-blackwell-desktop-platform
2025-07-06 19:30関税改定により、Nintendo Switch 2の価格が上昇する可能性Nintendo Switch 2 prices might climb due to tariff changeshttps://www.tomshardware.com/video-games/nintendo/nintendo-switch-2-prices-might-climb-due-to-tariff-changes-us-hikes-vietnam-tariffs-to-20-percent-up-from-10-percent-when-the-console-launched
2025-07-06 03:01英国ロイヤルネイビー、新型軍艦にゲーミングPC満載の「eスポーツスイート」を搭載UK Royal Navy builds ‘esports suite’ loaded with gaming PCs onboard its newest warshiphttps://www.tomshardware.com/video-games/pc-gaming/uk-royal-navy-builds-esports-suite-loaded-with-gaming-pcs-onboard-its-newest-warship-eight-high-powered-pc-battle-stations-added-to-war-room
2025-07-06 02:56新型Xfinityルーターの動作検知機能がプライバシーへの懸念を呼び起こすNew Xfinity router motion-detecting feature stokes privacy fearshttps://www.tomshardware.com/networking/routers/new-xfinity-router-motion-detecting-feature-stokes-privacy-fears-feature-powered-by-wi-fi-signals
2025-07-06 02:00Starlink搭載のドローン型麻薬潜水艦、コロンビア海軍により迎撃されるStarlink-powered drone narco-sub intercepted by Colombian Navyhttps://www.tomshardware.com/tech-industry/starlink-powered-drone-narco-sub-intercepted-by-colombian-navy-boat-was-converted-into-a-drone-for-uncrewed-smuggling
TechPowerup
2025-07-06T17:59:40+00:00Rosewill、VSBシリーズ ATX 3.1 ブロンズ電源を発表:スマートな価値、必須の電力Rosewill Unleashes VSB Series ATX 3.1 Bronze Power Supplies: Smart Value, Essential Powerhttps://www.techpowerup.com/338672/rosewill-unleashes-vsb-series-atx-3-1-bronze-power-supplies-smart-value-essential-power
2025-07-06T17:15:11+00:00Windows 11、遂にWindows 10を抜いて最も支配的なオペレーティングシステムにWindows 11 Finally Overtakes Windows 10 as the Most Dominant Operating Systemhttps://www.techpowerup.com/338670/windows-11-finally-overtakes-windows-10-as-the-most-dominant-operating-system
2025-07-06T14:04:16+00:00Intel「Diamond Rapids」Xeon CPU、最大192のPコアと500W TDPを搭載予定Intel “Diamond Rapids” Xeon CPU to Feature up to 192 P-Cores and 500 W TDPhttps://www.techpowerup.com/338664/intel-diamond-rapids-xeon-cpu-to-feature-up-to-192-p-cores-and-500-w-tdp
2025-07-06T10:02:59+00:00今週のゲーム情報(ウィーク28)This Week in Gaming (Week 28)https://www.techpowerup.com/338660/this-week-in-gaming-week-28
EETimes Taiwan
EETimes Asia
EETimes India
ZDNET Korea
2025-07-07医薬品1兆ウォン以上生産『セルトリオン・ハンミ医薬・ジョングンダン』3社의약품 1조원 이상 생산 ‘셀트리온‧한미약품‧종근당’ 3개 기업https://www.zdnet.co.kr/20250630090208%22%20title=%22
2025-07-06FNSホールディングス-グローバルeが、Kファッションの『グローバル成長パートナー』に에프앤에스홀딩스-글로벌e, K패션 ‘글로벌 성장 파트너’ 됐다https://www.zdnet.co.kr/20250706234702%22%20title=%22
2025-07-06KTR、インドネシア国家標準庁とカーボンニュートラルに向けた協力KTR, 인도네시아 국가표준청과 탄소중립 협력https://www.zdnet.co.kr/20250706231244%22%20title=%22
2025-07-06昨年の国内医薬品生産は過去最高の32兆ウォン…バイオ医薬品で初の6兆ウォン台を記録지난해 국내 의약품 생산 역대 최고 32조원…바이오의약품 첫 6조원대 기록https://www.zdnet.co.kr/20250630090654%22%20title=%22
2025-07-06医療政策研究院、7日に非対面診療制度化の問題点を議論するフォーラムを開催의료정책연구원, 7일 비대면진료 제도화의 문제점 포럼 개최https://www.zdnet.co.kr/20250706224122%22%20title=%22
2025-07-06東西発電、タシュケントで『韓国・ウズベキスタン経済協力フォーラム』開催동서발전, 타슈켄트에서 ‘한-우즈벡 경제협력 포럼’ 개최https://www.zdnet.co.kr/20250706223609%22%20title=%22
2025-07-06環境部・金融委員会、カーボンニュートラルを前倒しするためグリーンファイナンス実務専門家を育成환경부·금융위, 탄소중립 앞당길 녹색금융 실무 전문가 양성https://www.zdnet.co.kr/20250706222632%22%20title=%22
2025-07-06[人事] 韓国環境公団[인사] 한국환경공단https://www.zdnet.co.kr/20250706214638%22%20title=%22
2025-07-06[セキュリティリーディング企業] センス톤「特許費用だけで月に3~4千万円を支出」[보안 리딩기업] 센스톤 “특허 비용만 월 3~4천만원 지출”https://www.zdnet.co.kr/20250706183041%22%20title=%22
2025-07-06内乱特検、ユン・ソクヨルの逮捕状請求…職権乱用などの容疑내란특검, 윤석열 구속영장 청구…직권남용 등 혐의https://www.zdnet.co.kr/20250706173949%22%20title=%22
2025-07-06マスク、「アメリカ党」創党宣言…「一党制国家で暮らしている」と鋭く指摘머스크, ‘아메리카당’ 창당 선언…”일당제 국가서 살고 있다” 저격https://www.zdnet.co.kr/20250706172410%22%20title=%22
2025-07-0614日以前にSKT加入で同等の補償は受けられず…違約金免除との応酬14일 이전 SKT 가입하면 똑같이 보상안…위약금 면제 맞불https://www.zdnet.co.kr/20250706170708%22%20title=%22
2025-07-06SKTが迎え入れたイ・ジョンヒョンCISOは誰?……スタートアップからサムスン、アマゾンでの豊富な経験SKT 영입 이종현 CISO는 누구?···스타트업부터 삼성·아마존 등 경험https://www.zdnet.co.kr/20250706163008%22%20title=%22
2025-07-06「講義を見ながら即購入」…教育市場を変革するユーチューブショッピング生態系“강의 보며 바로 구매”…교육 시장 바꾸는 ‘유튜브 쇼핑’ 생태계https://www.zdnet.co.kr/20250706103302%22%20title=%22
2025-07-06「映画F1『ブラッド・ピット』が乗ったあの車」…ベンツ、APXGPエディション公開“영화 F1 ‘브래드 피트’가 탄 그 차”…벤츠, APXGP 에디션 공개https://www.zdnet.co.kr/20250706141130%22%20title=%22
2025-07-06[ZDブリーフィング] サムスン・LG電子、2四半期業績の暫定値を発表…9日に米国の相互関税猶予終了[ZD브리핑] 삼성·LG전자 2분기 실적 잠정치 발표…9일 美 상호관세 유예 종료https://www.zdnet.co.kr/20250706135602%22%20title=%22
2025-07-06AI搭載の駐車ロボットが自らバレーパーキングを実施…現代自動車の技術力に世界が『ワオ』AI 입은 주차로봇이 스스로 발레파킹…현대차 기술력에 세계는 ‘와우’https://www.zdnet.co.kr/20250706135521%22%20title=%22
2025-07-06EU「AI法の猶予はなし」…来年まで全面施行方針を維持EU “AI법 유예 없다”…내년까지 전면 시행 방침 유지https://www.zdnet.co.kr/20250706131539%22%20title=%22
2025-07-06[科学技術現場] ハ・ジョンウ首席「科学者の研究没頭環境対策を整備中」[과기현장]하정우 수석 “과학자 연구 몰입환경 대책 마련 중”https://www.zdnet.co.kr/20250706132958%22%20title=%22
2025-07-06ルノーコリア、電気自動車セニック体験プログラム『リシンク・エレクトリック』を実施르노코리아, 전기차 세닉 체험 프로그램 ‘리씽크 일렉트릭’ 실시https://www.zdnet.co.kr/20250706131234%22%20title=%22
中央日報
2025-07-07『渡米』のウィソンラク実長「関税交渉は重要な局面…ルビオ氏と協議し、支援を期待」‘방미’ 위성락 실장 “관세협상 중요 국면…루비오와 협의, 도움 기대”https://www.joongang.co.kr/article/25349504
2025-07-07『AI義手』を身につけてピアノを弾く…障害者に自由をもたらした『中国 AIショック』[創刊企画―平和オデッセイ]'AI 의수' 끼고 피아노 친다…장애인에 자유 준 '中 AI쇼크' [창간기획-평화 오디세이]https://www.joongang.co.kr/article/25349497
2025-07-07『トランプ・レター』が目前に迫る…通商・外交の核心として、米国訪問に全力を注ぐ‘트럼프 레터’ 초읽기…통상·외교핵심 방미 총력전https://www.joongang.co.kr/article/25349486
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