TOC
Main News
- TSMC ‘s Strong Performance and Strategic Expansion TSMC reported significant profit growth in the second quarter of 2025, driven by demand for 3nm and 5nm chips; raised its 2025 USD revenue growth forecast to 30%, achieved $1 trillion market cap, and is accelerating production of its second Arizona plant.
- Lifting of NVIDIA’s H20 Export Restrictions and Complications of U.S.-China AI Competition The U.S. has lifted its ban on NVIDIA’s H20 AI chip exports to China to counter Huawei’s influence, and sales have resumed in China. However, NVIDIA’s CEO noted that despite the resumption of sales, uncertainty remains high in the Chinese market.
- Intel’s Strategic Shift and Organizational Restructuring Intel held its first major event in Phoenix, Arizona, to clarify its competitive stance with TSMC. The company is in the midst of a major workforce reduction, including four R&D sites in the U.S., and is in the process of reorganizing its organization.
- ASML ‘s Strong Performance and Future Uncertainty ASML shipped its first High-NA EUV equipment and had strong sales in the second quarter of 2025, but warned that geopolitical risks could stall growth in 2026, causing concern in the market.
- Samsung’s End of Legal Issues and Foundry Challenges Samsung’s Lee Jae-yong’s nine-year legal battle has ended with an acquittal, which is expected to be an opportunity for the company to make another breakthrough. Meanwhile, former employees accuse the company of discriminating against foundry workers, pointing to potential business losses.
- Japan’ s Move to Revive Semiconductor Industry Japan is aiming to revive its semiconductor industry, and Fujifilm is planning a significant increase in sales of semiconductor back-end process materials. The success of 2-nano-semiconductors by Rapidus is considered key to Japan’s revival, and momentum is building to strengthen the supply network.
- AI Demand Driving Strong Semiconductor Market Demand for AI is a strong driver of the market, with TSMC supporting strong performance and AMD announcing the launch of new AI processors. Countries are also focusing on this area, with South Korea expanding overseas demonstration of domestically produced AI semiconductors.
- U .S.-China Trade Friction and Taiwan’s Security Concerns U.S. Section 232 tariffs have strained U.S.-Taiwan relations, and Taiwan is aiming for U.S. tariffs below 25% due to its strategic importance. At the same time, Taiwan’s chip industry has been targeted by China-related hackers, and geopolitical tensions are affecting the supply chain.
- Synopsys Completes Acquisition of Ansys and Reorganizes EDA Market Synopsys has completed its $35 billion acquisition of simulation specialist Ansys, subject to Chinese regulatory approval. This will expand the company’s addressable market and strengthen its position in the electronic design automation (EDA) market.
- Supply Shortages and Price Increases in DRAM and NAND Flash Markets In the DRAM market, the phase-out of DDR4 has been delayed due to supply shortages, and NAND flash prices are scheduled to increase in the third quarter The supply shortage of NAND flash is expected to continue until 2026, affecting the market.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Jul 17, 14:39 | TSMC、3nmおよび5nmチップの堅調な需要により2025年第2四半期の利益が60.7％急増 | TSMC 2Q25 profit surges 60.7% on robust demand for 3nm, 5nm chips | https://www.digitimes.com/news/a20250717VL205/tsmc-profit-3nm-5nm-demand.html |
| Jul 17, 17:13 | ASML、初のHigh-NA EUV装置を出荷；TSMCやSamsungが控える中、Intelが先行 | ASML ships first High-NA EUV tool; Intel takes lead as TSMC, Samsung hold back | https://www.digitimes.com/news/a20250717VL206/asml-tsmc-intel-high-na-euv-samsung.html |
| Jul 17, 16:14 | 先進パッケージングのブームがASEおよびKYECを牽引、変化する半導体市場を乗り越える | Advanced packaging boom propels ASE, KYEC through shifting semiconductor landscape | https://www.digitimes.com/news/a20250717PD236/advanced-packaging-ase-kyec-revenue-taiwan.html |
| Jul 17, 10:43 | 中国のチップエリート、EV向け計算飽和を受けADASへ転換 | China’s chip elite pivots to ADAS amid EV compute saturation | https://www.digitimes.com/news/a20250716PD245/adas-vehicle-talent-autonomous-driving-automotive.html |
| Jul 17, 09:02 | アリゾナ州を越えて：TSMCの次なる大きな賭けは台湾の農村部にある可能性 | Beyond Arizona: TSMC’s next big bet may be in rural Taiwan | https://www.digitimes.com/news/a20250717PD200/taiwan-tsmc-expansion-production-fab.html |
| Jul 17, 17:10 | 関税および通貨救済を背景に、TSMCが2025年の米ドル収益成長予測を30％に引き上げ | TSMC raises 2025 US dollar revenue growth forecast to 30% amid tariff and currency relief | https://www.digitimes.com/news/a20250717PD240/growth-2025-revenue-tsmc-forecast.html |
| Jul 17, 15:29 | セクション232関税が米国と台湾の関係を危うくするリスク | Section 232 tariffs risk jeopardizing US-Taiwan relations | https://www.digitimes.com/news/a20250717PD230/taiwan-government-usa-tariffs.html |
| Jul 17, 14:46 | 9年にわたる法廷闘争の終結：韓国最高裁、サムスンの李在鎔を無罪に | The end to nine-year legal saga: South Korea’s top Court acquits Samsung’s Lee Jae-Yong | https://www.digitimes.com/news/a20250717PD232/samsung-legal-merger-supreme-chairman.html |
| Jul 17, 12:36 | 中国、新たな上海研究拠点でRISC-Vのローカリゼーションを加速 | China accelerates RISC-V localization with new Shanghai research hub | https://www.digitimes.com/news/a20250717PD228/risc-v-shanghai-software-development.html |
| Jul 17, 12:34 | 台湾、戦略的重要性を理由に25％未満の米国関税を目指す | Taiwan pushes for sub-25% US tariff, citing strong strategic contributions | https://www.digitimes.com/news/a20250717PD227/taiwan-usa-tariffs-policy.html |
| Jul 17, 11:48 | インドのGIFTシティ、台湾のチップメーカーや金融機関を誘致し金融ハブとして成長 | India’s GIFT City attracts Taiwanese chipmaker, banks as financial hub grows | https://www.digitimes.com/news/a20250716VL209/india-chipmakers-manufacturing-taiwan-investment.html |
| Jul 17, 11:29 | 韓国のチップメーカー、供給不足を背景にDDR4の段階廃止を遅らせると報道 | South Korean chipmakers reportedly delay DDR4 phase-out amid supply crunch | https://www.digitimes.com/news/a20250717PD203/ddr4-dram-production-samsung-ddr5.html |
| Jul 17, 11:11 | Nvidia CEO、米中貿易および輸出政策への影響を否定 | Nvidia CEO disclaims US-China trade and export policy influence | https://www.digitimes.com/news/a20250717PD218/nvidia-policy-market-ceo-ban.html |
| Jul 17, 11:07 | 中国でH20が再稼働 — IC設計企業とクラウドAIチップメーカーが安堵 | H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief | https://www.digitimes.com/news/a20250717PD214/nvidia-ic-design-cloud-ai-chipmakers-chips.html |
| Jul 17, 10:55 | Nvidiaのジェンセン・ファン、AI、中国の技術影響、そして個人的な技術好みについて語る | Nvidia’s Jensen Huang discusses AI, China’s tech influence, and personal tech preferences | https://www.digitimes.com/news/a20250717PD217/nvidia-jensen-huang-china-ai-technology.html |
| Jul 17, 10:37 | 売上再開にもかかわらず、中国でのH20再稼働には依然として不透明感があるとジェンセン・ファンは指摘 | Uncertainty still clouds H20 relaunch in China despite resumed sales, says Jensen Huang | https://www.digitimes.com/news/a20250717PD215/nvidia-jensen-huang-chips-sales-china-export-restrictions-huawei.html |
| wccftech | |||
| 2025-07-18 | ASRock PGO32UFS 32インチ 4K OLEDゲーミングモニター：1000ドル未満で手に入るUS製OLEDの魅力、ゲーマーに最適、デュアルモード4K 240Hz＆FHD 480Hz | ASRock PGO32UFS 32″ 4K OLED Gaming Monitor: Sub-$1000 US OLED Goodness Is Perfect For Gamers, Dual Mode 4K 240Hz & FHD 480Hz | https://wccftech.com/review/asrock-pgo32ufs-32-4k-240hz-woled-gaming-monitor-review-sub-1000-us-oled-goodness/ |
| 2025-07-18 | NASA、静かなソニックブームをテストするため超音速ジェット機の飛行準備を進める | NASA Gears Up To Fly Supersonic Jet To Test Quiet Sonic Booms | https://wccftech.com/nasa-gears-up-to-fly-supersonic-jet-to-test-quiet-sonic-booms/ |
| 2025-07-18 | 元陸軍兵士、AT&Tクラウドハック、大規模な通話データ流出、そして高官を狙った50万ドルの恐喝未遂容疑で有罪を認める | Ex-Army Soldier Pleads Guilty To AT&T Cloud Hack, Massive Call Data Breach, And $500K Extortion Threat Targeting High-Level Government Officials | https://wccftech.com/ex-army-soldier-pleads-guilty-to-att-cloud-hack-massive-call-data-breach-and-500k-extortion-threat-targeting-high-level-government-officials/ |
| 2025-07-18 | OXS Storm A2レビュー：悪くはないが高価 | OXS Storm A2 Review: Decent But Pricey | https://wccftech.com/review/oxs-storm-a2-review/ |
| 2025-07-18 | Tripwire Interactive、新作『Killing Floor 3』のトレーラーを来週発売前に公開 | Tripwire Interactive Debuts New Killing Floor 3 Trailer Ahead Of Launch Next Week | https://wccftech.com/killing-floor-3-tripwire-interactive-launch-trailer/ |
| 2025-07-18 | IntelのRaptor Lake CPUのクラッシュが、ヨーロッパの猛暑とともに再び話題に。Firefoxボットによるクラッシュ報告受付が無効化 | Intel’s Raptor Lake CPU Crashes Start to Resurface With Growing “Summer Heat” In Europe, Firefox Bot Filing Crash Reports Gets Disabled | https://wccftech.com/intel-raptor-lake-cpu-crashes-start-to-resurface-with-summer-heat-in-europe/ |
| 2025-07-18 | 『Civilization VI』全DLC付きがEpic Games Storeで無料 | Civilization VI With All Its DLC Is Free On The Epic Games Store | https://wccftech.com/civilization-vi-all-dlc-free-on-epic-games-store/ |
| 2025-07-18 | 新作『Mortal Kombat II』映画の予告編、10月公開前にジョニー・ケイジの活躍を描く | New Mortal Kombat II Movie Trailer Shows Johnny Cage In Action Ahead Of October Debut | https://wccftech.com/mortal-kombat-2-movie-trailer-debut/ |
| 2025-07-18 | Waymo、オースティンでロボタクシーのカバーエリアを倍増、テスラを大きく凌駕 | Waymo Just Doubled Its Robotaxi Coverage Area In Austin, Leaving Tesla Far Behind | https://wccftech.com/waymo-just-doubled-its-robotaxi-coverage-area-in-austin-leaving-tesla-far-behind/ |
| 2025-07-18 | KRAFTON、Subnautica 2を意図的に妨害し、2億5,000万ドルのボーナス支払いを回避した疑い（更新） | KRAFTON Allegedly Sabotaged Subnautica 2 To Delay It and Avoid Paying the $250 Million Bonus to Unknown Worlds [Updated] | https://wccftech.com/krafton-allegedly-sabotaged-subnautica-2-to-delay-avoid-paying-250-million-bonus/ |
| 2025-07-18 | AMD、Radeon AI PRO R9700およびThreadripper PRO 9000 WX-Seriesの公式発売日を7月23日と発表 | AMD Announces 23rd July As The Official Launch Date For Radeon AI PRO R9700 And Threadripper PRO 9000 WX-Series | https://wccftech.com/amd-announces-23rd-july-as-the-official-launch-date-for-radeon-ai-pro-r9700-and-threadripper-pro-9000-wx-series/ |
| 2025-07-18 | 『RoboCop: Rogue City』― Unfinished Business、Humanity、DREADZONEなどがGeForce NOWに追加 | RoboCop: Rogue City – Unfinished Business, Humanity, DREADZONE, And More Added To GeForce NOW | https://wccftech.com/robocop-rogue-city-humanity-geforce-now/ |
| 2025-07-17 | Netflix、実写『アサシンクリード』テレビシリーズを正式に決定 | Assassin’s Creed Live Action TV Series Officially Greenlit By Netflix | https://wccftech.com/assassins-creed-live-action-tv-series-officially-greenlit-by-netflix/ |
| 2025-07-17 | 任天堂、”Hail Mary”戦術を駆使してPalworld開発者に対する訴訟を維持しようと試みると報じられる | Nintendo Is Reportedly Trying “Hail Mary” Tactics To Make Its Lawsuit Against Palworld Makers Stick | https://wccftech.com/nintendo-reportedly-doing-everything-to-make-lawsuit-against-palworld-stick/ |
| 2025-07-17 | 『Oblivion Remastered』の開発元Virtuos、欧州・アジアで約280人が影響を受ける大規模解雇を確認 | Oblivion Remastered Developer Virtuos Confirms Mass Layoffs, Nearly 280 Staff Impacted Across Europe And Asia | https://wccftech.com/oblivion-remastered-developer-virtuos-confirms-mass-layoffs/ |
| 2025-07-17 | 米国の北京向け輸出規制強化の中、台湾の半導体業界が中国関連ハッカーに狙われていると報じられる | Taiwan’s Chip Industry Reportedly Targeted by China-Linked Hackers Amid Rising U.S. Export Restrictions on Beijing | https://wccftech.com/taiwan-chip-industry-reportedly-targeted-by-china-linked-hackers/ |
| 2025-07-17 | 『Dune: Awakening』と『Rematch』、マーク・ストロング主演で2025年6月のグローバル収益トップ10ゲームにランクイン（Newzoo調べ） | Dune: Awakening And Rematch Mark Strong Launches As Both Enter June 2025’s Top 10 Games By Revenue Per Global Firm Newzoo | https://wccftech.com/dune-awakening-rematch-newzoo-june-2025/ |
| 2025-07-17 | HSBCによれば、OpenAIは150億ドルの約束をしているにもかかわらず、CoreWeave（CRWV）への大幅な資金前貸しは行っていない | OpenAI Has Not Extended A “Material Cash Advance” To CoreWeave (CRWV) Despite Providing A $15 Billion Commitment, Claims HSBC | https://wccftech.com/openai-has-not-extended-a-material-cash-advance-to-coreweave-crwv-despite-providing-a-15-billion-commitment-claims-hsbc/ |
| 2025-07-17 | AMD Ryzen Threadripper 9980Xの初期ベンチマーク、前モデルより最大16%優れたマルチコア性能を明らかに | AMD Ryzen Threadripper 9980X Early Benchmarks Reveal Up To 16% Better Multi-Core Performance Than Its Predecessor | https://wccftech.com/amd-ryzen-threadripper-9980x-early-benchmarks-reveal-up-to-16-better-multi-core-performance-than-its-predecessor/ |
| 2025-07-17 | PlayStation 6、コストを上げずに高度なレイトレーシングと機械学習対応のために24GB RAM搭載の可能性 | PlayStation 6 Likely to Feature 24 GB RAM for Advanced Ray Tracing and Machine Learning Without Raising Costs | https://wccftech.com/playstation-6-likely-24gb-ram/ |
| 2025-07-17 | IntelのNova Lake-AX、最大48個のXe3コアを搭載するとの噂も、発売は未定 | Intel’s Nova Lake-AX Rumoredly Brings Up To 48 Xe3 Cores But Launch Is Not Guaranteed | https://wccftech.com/intels-nova-lake-ax-rumoredly-brings-up-to-48-xe3-cores-but-launch-is-not-guaranteed/ |
| 2025-07-17 | Nintendo Switch 2、Fortniteプレイ時にiPhone 16 Pro MaxのA18 Proを上回るフレームレートを実現も、ドッキング時は動的解像度と400%以上の消費電力に依存 | Nintendo Switch 2 Delivers Better Framerates Against iPhone 16 Pro Max’s A18 Pro When Running Fortnite, But Relies On Dynamic Resolution And More Than A 400 Percent Power Draw When Docked | https://wccftech.com/switch-2-vs-a18-pro-fortnite-graphics-and-framerate-comparison/ |
| 2025-07-17 | 『The Elder Scrolls』シリーズの父、ジュリアン・ルフェイが末期疾患のため業界を退く | The Father of The Elder Scrolls Series, Julian LeFay, Is Leaving The Industry Due to Terminal Illness | https://wccftech.com/the-father-of-the-elder-scrolls-series-julian-lefay-is-leaving-the-industry-due-to-terminal-illness/ |
| 2025-07-17 | Intel、次世代Razer Lake CPU後にPコアとEコアを一体化した『統合コア』アーキテクチャを導入する計画と報じられる | Intel Reportedly Plans to Bring a “Unified Core” Architecture After Next-Gen Razer Lake CPUs; Combining P-Cores & E-Cores in One Package | https://wccftech.com/intel-reportedly-plans-to-bring-a-unified-core-architecture-after-razer-lake-cpu/ |
| 2025-07-17 | WUCHANG: Fallen Feathers、最終PCシステム要件が公開；RTX 2070、RX 5700、Arc A750推奨、ただしDLSSとFSR有効時のみ | WUCHANG: Fallen Feathers Final PC System Requirements Revealed; RTX 2070, RX 5700, Arc A750 Recommended, but Only With DLSS and FSR Enabled | https://wccftech.com/wuchang-fallen-feathers-final-pc-requirements-dlss-fsr/ |
| 2025-07-17 | Lian-Liの次世代PCIe 5.0/6.0対応GPU用ライザーカーブルが発見、インターフェースはほとんど変わらず | Lian-Li’s Next-Gen PCIe 5.0/6.0 Riser Cable For GPUs Spotted; Minimal Differences In Interface | https://wccftech.com/lian-lis-next-gen-pcie-5-0-6-0-riser-cable-for-gpus-spotted-minimal-differences-in-interface/ |
| 2025-07-17 | AMD、静かにエントリーレベルのZen 5ベース Ryzen AI 5 330 APUを発売、4コア構成を採用 | AMD Silently Launches Entry-Level Zen 5-Based Ryzen AI 5 330 APU, Featuring A Quad-Core Configuration | https://wccftech.com/amd-silently-launches-ryzen-ai-5-330-ap/ |
| 2025-07-17 | Apple、ついにiPhone 17 Proに反射防止・傷に強いディスプレイを採用。Galaxy S25 Ultraの優れた画面に匹敵する耐久性と屋外視認性を実現 | Apple Is Finally Bringing Anti-Reflective, Scratch-Resistant Display To iPhone 17 Pro Models, Rivaling Galaxy S25 Ultra’s Stunning Screen With Enhanced Durability And Seamless Outdoor Visibility | https://wccftech.com/apple-is-finally-bringing-anti-reflective-scratch-resistant-display-to-iphone-17-pro-models-rivaling-galaxy-s25-ultras-stunning-screen-with-enhanced-durability-and-seamless-outdoor-visibili/ |
| 2025-07-17 | Appleの最新特許、将来のApple WatchおよびiPhone向けに待機時に見えなくなるシームレスディスプレイカメラを示唆―FaceTimeに最適 | Apple’s Latest Patent Points To Seamless Display Cameras On Future Apple Watch And iPhone – Invisible When Idle, Perfect For FaceTime | https://wccftech.com/apples-latest-patent-points-to-seamless-display-cameras-on-future-apple-watch-and-iphone/ |
| 2025-07-17 | NVIDIAのH20 AIチップ禁止措置が、Huaweiの中国および海外での影響力拡大に対抗するため解除されたと報じられ、米国の覇権が脅かされる | NVIDIA’s H20 AI Chip Ban Was Reportedly Lifted to Counter Huawei’s Rising Influence in China and Beyond, Threatening U.S. Dominance | https://wccftech.com/nvidia-h20-ai-chip-ban-was-lifted-to-counter-huawei-rising-influence-in-china/ |
| 2025-07-17 | 元Samsung従業員、ファウンドリーワーカーに対する『差別』を非難。専門家は、この慣行が続けば同社はさらなるビジネス損失の可能性を警告 | Former Samsung Employees Decry “Discrimination” For Foundry Workers; Expert Warns Firm Could Lose More Business If Practices Continue | https://wccftech.com/former-samsung-employees-decry-discrimination-for-foundry-workers-expert-warns-firm-could-lose-more-business-if-practices-continue/ |
| 2025-07-17 | Intel、初めてアリゾナ州フェニックスで主要イベントを開催し、TSMCとの競争意図を示す | Intel’s Next Major Event to Be Held in Phoenix, Arizona For The First Time, Signaling Its Intent to Compete With TSMC | https://wccftech.com/intel-next-major-event-to-be-held-in-phoenix-arizona-for-the-first-time/ |
| 2025-07-17 | EA Sports FC 26のゲームプレイ映像と発売日が明らかに。新トレーラーではシリーズの主要問題の解決が謳われる | EA Sports FC 26 Gameplay, Release Date Revealed With A New Trailer Claiming FC 26 Fixes Key Problems Players Have With The Series | https://wccftech.com/ea-sports-fc-26-release-date-gameplay-reveal/ |
| 2025-07-17 | Yves Guillemotの息子とChristophe DerennesがUbisoftの新Tencent子会社の共同CEOに就任 | Yves Guillemot’s Son And Christophe Derennes Named Co-CEOs Of New Tencent Subsidiary At Ubisoft | https://wccftech.com/ubisoft-name-yves-guillemot-son-christophe-derennes-co-ceos-tencent-subsidiary/ |
| 2025-07-17 | Google、8月20日のMade By Google 2025イベントで新Pixel 10ラインナップ、Pixel Watch 4、Tensor G5チップを発表予定 | Google Will Announce The New Pixel 10 Lineup, Pixel Watch 4, And Tensor G5 Chip At Made By Google 2025 Event On August 20 | https://wccftech.com/google-will-announce-the-new-pixel-10-lineup-pixel-watch-4-and-tensor-g5-chip-at-made-by-google-2025-event-on-august-20/ |
| 日経 Tech Foresight | |||
| 2025-07-18 | 光電融合、Microsoftやブロードコムが熱弁 国際展示会 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC174SB0X10C25A7000000 | |
| 2025-07-18 | 名大など、低毒の発光量子ドット 生体イメージングに | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC141P20U5A710C2000000 | |
| 2025-07-17 | 富士フイルム、半導体後工程の材料狙う 売上高9倍へ | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC166ZC0W5A710C2000000 | |
| マイナビニュース テックプラス | |||
| 2025-07-18 | SynopsysによるAnsysの買収が完了、対応可能な市場規模が約310億ドルに拡大 | https://news.mynavi.jp/techplus/article/20250718-3382507/ | |
| 2025-07-17 | 狙われる台湾半導体業界、中国系スパイ攻撃グループの活動が活発化 Proofpointが確認 | https://news.mynavi.jp/techplus/article/20250717-3382132/ | |
| 2025-07-17 | ロームと村田製作所、EVトラックを活用した共同輸送を開始 | https://news.mynavi.jp/techplus/article/20250717-3382116/ | |
| 2025-07-17 | PCI Express 7.0の技術的な詳細の一部をPCI-SIGが公開 | https://news.mynavi.jp/techplus/article/20250717-3382067/ | |
| 2025-07-17 | インテルが米国4カ所の拠点で5000人規模の人員削減 – 研究開発の中心も対象 | https://news.mynavi.jp/techplus/article/20250717-3382063/ | |
| 2025-07-17 | ASMLの2025年第2四半期売上高は前年同期比23％増の77億ユーロと好調も2026年は不透明 | https://news.mynavi.jp/techplus/article/20250717-3381882/ | |
| 2025-07-17 | 2024年のMEMS市場は前年比5％増の154億ドル、売上高トップ30に日本勢は4社がランクイン Yole調べ | https://news.mynavi.jp/techplus/article/20250717-3381398/ | |
| TrendForce | |||
| 2025-07-17 | TSMC、第2のアリゾナ工場の生産を加速；日本およびドイツの増産スケジュールは未公表 | TSMC Accelerates 2nd Arizona Fab Production; Ramp-Up Schedules for Japan, Germany Undisclosed | https://www.trendforce.com/news/2025/07/17/news-tsmc-accelerates-2nd-arizona-fab-production-ramp-up-schedules-for-japan-germany-undisclosed/ |
| 2025-07-17 | TSMC、2025年の売上成長率を30％に引き上げ、為替逆風の中で四半期比8％の米ドル収益成長を見込む | TSMC Raises 2025 Sales Growth to 30%, Forecasts 8% QoQ USD Revenue Growth amid Exchange Headwinds | https://www.trendforce.com/news/2025/07/17/news-tsmc-raises-2025-sales-growth-to-30-forecasts-8-qoq-usd-revenue-growth-amid-exchange-headwinds/ |
| 2025-07-17 | 台湾ドル高にもかかわらず、TSMCは記録的な第2四半期利益とEPS NT$15.36を報告 | TSMC Reports Record Q2 Profit, EPS at NT$15.36 Despite Strong Taiwan Dollar | https://www.trendforce.com/news/2025/07/17/news-tsmc-reports-record-q2-profit-eps-at-nt15-36-despite-strong-taiwan-dollar/ |
| 2025-07-17 | 報道によると、NANDフラッシュは第3四半期に値上げ予定、供給不足は2026年まで続く見通し | NAND Flash Price Hikes Reportedly Set for Q3, with Supply Shortage Likely Stretching Into 2026 | https://www.trendforce.com/news/2025/07/17/news-nand-flash-price-hikes-reportedly-set-for-q3-with-supply-shortage-likely-stretching-into-2026/ |
| 2025-07-17 | トランプ、インドネシアに19％の関税を導入、台湾のFoxconn・Pegatronに優位性を付与 | Trump Sets 19% Tariff on Indonesia, Giving Edge to Taiwan’s Foxconn, Pegatron | https://www.trendforce.com/news/2025/07/17/news-trump-sets-19-tariff-on-indonesia-giving-edge-to-taiwans-foxconn-pegatron/ |
| Semiconductor Digest | |||
| 4 hours ago | TECHCETプロジェクト：石英加工部品市場、2025年に向けて弾力性を示す | TECHCET Projects Quartz Fabricated Parts Market Shows Resilience Entering 2025 | https://www.semiconductor-digest.com/techcet-projects-quartz-fabricated-parts-market-shows-resilience-entering-2025/ |
| 4 hours ago | Microchip、Delta Electronicsとパートナーシップ契約を締結 | Microchip Enters into Partnership Agreement with Delta Electronics | https://www.semiconductor-digest.com/microchip-enters-into-partnership-agreement-with-delta-electronics/ |
| 4 hours ago | iDEALのSuperQテクノロジー、生産段階に突入 | iDEAL’s SuperQ Technology Powers into Production | https://www.semiconductor-digest.com/ideals-superq-technology-powers-into-production/ |
| 4 hours ago | Q.ANT、フォトニックプロセッシングで未来のコンピューティングを変革すべく6200万ユーロを調達 | Q.ANT Raises €62 Million to Transform the Future of Computing with Photonic Processing | https://www.semiconductor-digest.com/q-ant-raises-e62-million-to-transform-the-future-of-computing-with-photonic-processing/ |
| 4 hours ago | Synopsys、Ansys買収を完了 | Synopsys Completes Acquisition of Ansys | https://www.semiconductor-digest.com/synopsys-completes-acquisition-of-ansys/ |
| 4 hours ago | Ayar Labs、リーダーシップ体制を強化しグローバル展開を拡大、高ボリュームコパッケージドオプティクスの加速に取り組む | Ayar Labs Strengthens Leadership Team and Expands Global Presence to Accelerate High Volume Co-Packaged Optics | https://www.semiconductor-digest.com/ayar-labs-strengthens-leadership-team-and-expands-global-presence-to-accelerate-high-volume-co-packaged-optics/ |
| 9 hours ago | 先進半導体材料特性評価向け分光技術 | Spectroscopy for Advanced Semiconductor Material Characterization | https://www.semiconductor-digest.com/spectroscopy-for-advanced-semiconductor-material-characterization/ |
| 9 hours ago | 手動から自動化へ：エージェントAIによるSECS/GEM仕様解釈のアプローチ | From Manual to Automation: An Agentic AI Approach to Interpreting SECS/GEM Specifications | https://www.semiconductor-digest.com/from-manual-to-automation-an-agentic-ai-approach-to-interpreting-secs-gem-specifications/ |
| 日本経済新聞 | |||
| 2025-07-18 | NY株ハイライト TSMC時価総額1兆ドル AI需要に勢い、関税には警戒も | https://www.nikkei.com/article/DGXZQOFL17DMB0X10C25A7000000/ | |
| 2025-07-18 | ラピダスの成否握る2ナノ半導体 編集者の視点 | https://www.nikkei.com/article/DGXZQODL175KQ0X10C25A7000000/ | |
| 2025-07-18 | NYダウ続伸 米経済指標が改善、S&P1週間ぶり最高値 | https://www.nikkei.com/article/DGXZQOFL1800N0Y5A710C2000000/ | |
| 2025-07-18 | NYダウ、続伸し229ドル高 米経済指標が改善、S&P1週間ぶり最高値 | https://www.nikkei.com/article/DGXZQOFL180330Y5A710C2000000/ | |
| 2025-07-18 | 米国株、ダウ続伸し229ドル高 米経済指標が改善、ナスダック連日最高値 | https://www.nikkei.com/article/DGXZQOFL17DM90X10C25A7000000/ | |
| 2025-07-18 | 米国株、ダウ続伸 米経済指標が改善 ハイテク株高も支え | https://www.nikkei.com/article/DGXZQOFL17DM80X10C25A7000000/ | |
| 2025-07-18 | 福島第1原発の廃炉に挑む 耐放射線カメラ開発の赤塚剛文さん | https://www.nikkei.com/article/DGXZQOUD16DI10W5A710C2000000/ | |
| 2025-07-18 | 福島･相馬に国内最大級の蓄電所 シンガポール企業､再エネ普及後押し | https://www.nikkei.com/article/DGXZQOCC309AP0Q5A630C2000000/ | |
| 2025-07-18 | オリオン機械の片桐新社長、半導体や電池向け産業機械で省電力化 | https://www.nikkei.com/article/DGXZQOCC0480Z0U5A700C2000000/ | |
| 2025-07-18 | 供給網、危機を好機と捉え直そう 長内厚氏 | https://www.nikkei.com/article/DGXZQOCD117100R10C25A7000000/ | |
| ダイヤモンドオンライン | |||
| Jul 17 22:00 | 日本の半導体はなぜサムスンに完敗したのか？理由を知れば納得するしかない… | https://diamond.jp/articles/-/367891 | |
| Jul 17 20:45 | トランプ氏とUAEの半導体合意、安全保障上の懸念から停滞 | https://diamond.jp/articles/-/368763 | |
| Jul 17 19:35 | 【人気特集】スーパー・コンビニ業界15社＆小売業界66社「3年後の予測年収」ランキング！セブン、イオン、ファストリ、百貨店はいくら？ | https://diamond.jp/articles/-/368239 | |
| Tom’s Hardware | |||
| 2025-07-17 21:10 | インテル、オレゴン州でさらなるレイオフを計画か ― 新たな報道では、撤退する事業が州にとって負担となりかねない | Intel allegedly planning more Oregon layoffs – new report says retreating operation could become a liability to the state | https://www.tomshardware.com/tech-industry/semiconductors/intel-allegedly-planning-more-oregon-layoffs-new-report-says-retreating-operation-could-become-a-liability-to-the-state |
| 2025-07-17 20:51 | Scale AI、Metaの140億ドルの投資から1か月後に200名の従業員を解雇 | Scale AI lays off 200 employees, one month after Meta’s $14 billion investment | https://www.tomshardware.com/tech-industry/artificial-intelligence/scale-ai-lays-off-200-employees-one-month-after-metas-usd14-billion-investment-says-it-scaled-up-too-quickly |
| 2025-07-17 20:40 | レトロレビュアー、著作権侵害で最長3年の懲役刑に処される可能性がある | Retro reviewer could face up to three years in jail over copyright | https://www.tomshardware.com/video-games/handheld-gaming/retro-reviewer-could-face-up-to-three-years-in-jail-over-copyright-italian-authorities-investigate-creator-for-advertising-anbernic-handheld-game-consoles |
| 2025-07-17 19:55 | Synopsys、中国の規制当局の承認を得て、350億ドルでシミュレーション専門企業Ansysを買収 | Synopsys acquires simulation specialist Ansys for $35 billion following Chinese regulator approval | https://www.tomshardware.com/tech-industry/semiconductors/synopsys-acquires-simulation-specialist-ansys-for-usd35-billion-following-chinese-regulator-approval-merger-to-power-end-to-end-design-platform |
| TechPowerup | |||
| 2025-07-17T18:30:11+00:00 | Razer Blade 16 (2025) レビュー – 薄型、軽量、パンチの効いた、効率的 | Razer Blade 16 (2025) Review – Thin, Light, Punchy, and Efficient | https://www.techpowerup.com/review/razer-blade-16-2025/ |
| 2025-07-17T16:36:12+00:00 | AMD Radeon AI PRO R9700 GPU、7月23日に登場 | AMD Radeon AI PRO R9700 GPU Arrives on July 23rd | https://www.techpowerup.com/339030/amd-radeon-ai-pro-r9700-gpu-arrives-on-july-23rd |
| 2025-07-17T16:16:49+00:00 | AMD、公式の Ryzen Threadripper PRO 9000 WXシリーズの価格を発表 | AMD Announces Official Ryzen Threadripper PRO 9000 WX-Series Pricing | https://www.techpowerup.com/339029/amd-announces-official-ryzen-threadripper-pro-9000-wx-series-pricing |
| 2025-07-17T15:12:59+00:00 | VZR Audio、ハイファイ ゲーミングヘッドセット『VZR Model One MkII』を発表 | VZR Audio Reveals VZR Model One MkII Audiophile Gaming Headset | https://www.techpowerup.com/339028/vzr-audio-reveals-vzr-model-one-mkii-audiophile-gaming-headset |
| 2025-07-17T14:04:39+00:00 | Intel と ワイツマン研究所、スペキュレイティブデコーディングの進展で AI 処理を加速 | Intel and Weizmann Institute Speed AI with Speculative Decoding Advance | https://www.techpowerup.com/339027/intel-and-weizmann-institute-speed-ai-with-speculative-decoding-advance |
| 2025-07-17T13:13:16+00:00 | NVIDIA GeForce NOW に『RoboCop: Rogue City – Unfinished Business』他のゲームが追加 | NVIDIA GeForce NOW Gets RoboCop: Rogue City – Unfinished Business and More Games | https://www.techpowerup.com/339026/nvidia-geforce-now-gets-robocop-rogue-city-unfinished-business-and-more-games |
| 2025-07-17T13:04:44+00:00 | Turtle Beach、Nintendo Switch向け新型リマッチワイヤレスコントローラー『Donkey Kong』を発表 | Turtle Beach Reveals New Nintento Switch Rematch Wireless Controller: Donkey Kong | https://www.techpowerup.com/339025/turtle-beach-reveals-new-nintento-switch-rematch-wireless-controller-donkey-kong |
| 2025-07-17T12:52:14+00:00 | GravaStar と Yeston、Mercury Nova RX 9070 XT グラフィックスカードを発表 | GravaStar and Yeston Unveil the Mercury Nova RX 9070 XT Graphics Card | https://www.techpowerup.com/339024/gravastar-and-yeston-unveil-the-mercury-nova-rx-9070-xt-graphics-card |
| 2025-07-17T11:07:29+00:00 | Asustor、Seagate の30TB Ironwolf Proハードドライブをサポート | Asustor Adds Support for Seagate’s 30 TB Ironwolf Pro Hard Drives | https://www.techpowerup.com/339020/asustor-adds-support-for-seagates-30-tb-ironwolf-pro-hard-drives |
| 2025-07-17T11:07:08+00:00 | EIZO、17インチスクエアのFlexScan S1734モニターを発売 | EIZO Releases the FlexScan S1734 17-inch Square Monitor | https://www.techpowerup.com/339019/eizo-releases-the-flexscan-s1734-17-inch-square-monitor |
| 2025-07-17T10:51:54+00:00 | AMD Ryzen AI 5 330「Krackan Point 2」シリコン、1P+3Cコアを搭載 | AMD Ryzen AI 5 330 “Krackan Point 2” Silicon Has 1P+3C Cores | https://www.techpowerup.com/339018/amd-ryzen-ai-5-330-krackan-point-2-silicon-has-1p-3c-cores |
| 2025-07-17T08:06:24+00:00 | Intel「Nova Lake-AX」の仕様が明らかに：28個のCPUコア、48個のXe3 GPUコア、そしてLPDDR5X | Intel “Nova Lake-AX” Specifications Surface: 28 CPU Cores, 48 Xe3 GPU Cores, and LPDDR5X | https://www.techpowerup.com/339014/intel-nova-lake-ax-specifications-surface-28-cpu-cores-48-xe3-gpu-cores-and-lpddr5x |
| 2025-07-17T07:54:35+00:00 | TSMC、2025年第2四半期EPSがNT$15.36と報告 | TSMC Reports Second Quarter EPS of NT$15.36 | https://www.techpowerup.com/339013/tsmc-reports-second-quarter-eps-of-ntusd-15-36 |
| 2025-07-17T07:51:01+00:00 | Samsung と SK Hynix、予想外の需要増でDDR4メモリ廃止のスケジュールを延期 | Samsung and SK Hynix Delay DDR4 Memory Phase-out Amidst Unexpected Demand | https://www.techpowerup.com/339012/samsung-and-sk-hynix-delay-ddr4-memory-phase-out-amidst-unexpected-demand |
| 2025-07-17T07:10:01+00:00 | ASUS、コンパクトなデスクトップPC『ExpertCenter P500 SFF』を発表 | ASUS Announces ExpertCenter P500 SFF, a Compact Desktop PC | https://www.techpowerup.com/339010/asus-announces-expertcenter-p500-sff-a-compact-desktop-pc |
| EETimes Taiwan | |||
| 2025-07-17 | ヨーロッパ半導体産業に影響 ブロードコム、スペインでの工場建設を中止 | 影響歐洲半導體發展 博通取消西班牙工廠建設 | https://www.eettaiwan.com/20250717nt61-broadcom-cancels-spain-fab-impacting-europe-semiconductor-ambitions/ |
| 2025-07-17 | 使い捨て電子タバコを解体：リチウム電池と環境への懸念 | 拆解拋棄式電子煙：鋰電池與環境隱患 | https://www.eettaiwan.com/20250717nt51-disposable-vapes-unnecessary-excessive-waste-in-cylindrical-shapes/ |
| 2025-07-17 | マイクロソフトとOpenAIのAGI大賭け、ますます激化 | 微軟與OpenAI的AGI「豪賭」愈演愈烈 | https://www.eettaiwan.com/20250717nt62-microsoft-and-openai-s-agi-contract-battle/ |
| 2025-07-17 | 消費者の54%がAR眼鏡に興味を示す | 54%消費者對AR眼鏡有興趣 | https://www.eettaiwan.com/20250717nt21-54-percent-of-taiwanese-consumers-are-interested-in-ar-glasses/ |
| 2025-07-17 | チップとAIの二重エンジン駆動 国家科学委員会が産業イノベーションと予算配分を明らかに | 晶片×AI雙引擎驅動 國科會揭產業創新與預算佈局 | https://www.eettaiwan.com/20240717nt22-nstc-unveils-chip-ai-driven-industry-and-budget-strategy/ |
| EETimes Asia | |||
| 2025-07-17 | EE TimesのSilicon 100で注目を集める、最も有望なエレクトロニクス・半導体スタートアップ | World’s Most Promising Electronics, Semiconductor Startups on Spotlight at EE Times’ Silicon 100 | https://www.eetasia.com/worlds-most-promising-electronics-semiconductor-startups-on-spotlight-at-ee-times-silicon-100/ |
| 2025-07-17 | スマートホーム・ビルオートメーション分野で、業界間連携と標準化が必要 | Industry Collaboration, Standardization Needed in Smart Home, Building Automation | https://www.eetasia.com/industry-collaboration-standardization-needed-in-smart-home-building-automation/ |
| 2025-07-17 | iMQとPUFsecurity、量子トンネリングPUF技術を搭載したSQ7191セキュリティチップを発表 | iMQ and PUFsecurity Unveils SQ7191 Security Chip Featuring Quantum Tunneling PUF Technology | https://www.eetasia.com/imq-and-pufsecurity-unveils-sq7191-security-chip-featuring-quantum-tunneling-puf-technology/ |
| 2025-07-17 | proteanTecs、機械学習を用いたシリコンからシステムまでのテスト技術を公開 | proteanTecs Unveils ML-driven Silicon-to-system Testing | https://www.eetasia.com/proteantecs-unveils-ml-driven-silicon-to-system-testing/ |
| 2025-07-17 | シンガポールのA*STARとSiemensが、スマートかつ持続可能な製造ソリューションの発展に向けて協力 | Singapore’s A*STAR and Siemens Collaborating to Advance Smart, Sustainable Manufacturing Solutions | https://www.eetasia.com/singapores-astar-and-siemens-collaborating-to-advance-smart-sustainable-manufacturing-solutions/ |
| EETimes India | |||
| 2025-07-18 | 米下院、ステーブルコイン・デジタル資産規制法など『仮想資産3大法案』通過 | 美 하원, 스테이블코인·디지털자산 규제법 등 ‘가상자산 3대 법안’ 통과 | https://www.zdnet.co.kr/20250718061436%22%20title=%22 |
| 2025-07-17 | 놀인터파크투어、白頭山のトレイルランニング・トレッキングパッケージ発表 | 놀인터파크투어, 백두산 트레일러닝·트레킹 패키지 선봬 | https://www.zdnet.co.kr/20250717214457%22%20title=%22 |
| 2025-07-17 | 期待感高まる防衛産業・原子力・造船、独占せずに実利を確保するには | 기대감 커진 방산·원전·조선, 독박 아닌 실리 챙기려면 | https://www.zdnet.co.kr/20250717185924%22%20title=%22 |
| 2025-07-17 | キオスク利用の障壁を取り払う…科学技術情報通信部、規制緩和の通知と行政予告 | 키오스크 이용 장벽 허문다…과기정통부, 규제완화 고시 행정예고 | https://www.zdnet.co.kr/20250717203502%22%20title=%22 |
| 2025-07-17 | 科学技術情報通信部、5G特化ネットワークの融合サービスセミナーを連続開催 | 과기정통부, 5G 특화망 융합서비스 세미나 연속 개최 | https://www.zdnet.co.kr/20250717201904%22%20title=%22 |
| 2025-07-17 | 国産AI半導体の海外実証を2倍に拡大 | 국산 AI 반도체 해외실증 2배 늘린다 | https://www.zdnet.co.kr/20250717192516%22%20title=%22 |
| 2025-07-17 | [人事] 科学技術情報通信部 | [인사] 과학기술정보통신부 | https://www.zdnet.co.kr/20250717191636%22%20title=%22 |
| 2025-07-17 | 韓国ロボット融合研究所、国防ロボット学会との技術協力MOU締結 | 한국로봇융합연구원, 국방로봇학회와 기술협력 MOU | https://www.zdnet.co.kr/20250717182944%22%20title=%22 |
| 2025-07-17 | CJオンスタイル、21日まで『サマー・ホームトレーニングタイム』開催 | CJ온스타일, 21일까지 ‘썸머 홈트 타임’ 개최 | https://www.zdnet.co.kr/20250717181616%22%20title=%22 |
| 2025-07-17 | カフェ24 「ショッピングモールの手作業を削減し、戦略的業務に専念すべき時」 | 카페24 “쇼핑몰 수작업 줄이고 전략적 일에 집중할 때” | https://www.zdnet.co.kr/20250717180512%22%20title=%22 |
| 2025-07-17 | 単統法、22日に廃止…25%料金割引と補助金支給に | 단통법 22일 폐지…25% 요금할인받고 보조금도 받는다 | https://www.zdnet.co.kr/20250717171304%22%20title=%22 |
| 2025-07-17 | ロッテ創業者の長女シンヨンジャ、ロッテホールディングス・ショッピング株式を全量処分 | 롯데 창업주 장녀 신영자, 롯데지주·쇼핑 주식 전량 처분 | https://www.zdnet.co.kr/20250717174902%22%20title=%22 |
| 2025-07-17 | 新任国家遺産庁長官ホ・ミン「AI時代に合わせ役割再構築…Kヘリテージ・カルチャーの世界化を実現すべき」 | 허민 신임 국가유산청장 “AI 시대 맞아 역할 재정립…K헤리티지-컬처 세계화 이뤄야” | https://www.zdnet.co.kr/20250717175147%22%20title=%22 |
| 2025-07-17 | 푸라닭、ジョン・ジソンシェフと『일품깐풍』を発売 | 푸라닭, 정지선 셰프와 ‘일품깐풍’ 출시 | https://www.zdnet.co.kr/20250717172454%22%20title=%22 |
| 2025-07-17 | チンタオ、ソウルイラストレーションフェアにて『따오-ラク실』ブースを運営 | 칭따오, 서울일러스트레이션페어서 ‘따오-락실’ 부스 운영 | https://www.zdnet.co.kr/20250717172935%22%20title=%22 |
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| 中央日報 | |||
| 2025-07-18 | [分譲フォーカス] 国際学校誘致、SSM出店、半導体育成政策恩恵地域の価値急上昇 | [분양 포커스] 국제학교 유치, SSM 입점, 반도체 육성정책 수혜지역 가치 급부상 | https://www.joongang.co.kr/article/25352436 |
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| 2025-07-18 | 【社説】9年の司法リスクを脱したサムスン、再躍進の契機となるべきだ | [사설] 9년 사법 리스크 벗은 삼성, 재도약의 계기 돼야 | https://www.joongang.co.kr/article/25352402 |
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| BAIDU |
