TOC
Main News
- SK Hynix Raises HBM4 Prices by 70% SK Hynix has reportedly raised HBM4 prices by as much as 70%. This is believed to be due to the company leveraging its dominant position in the HBM market and charging a hefty premium for early deliveries, a move that suggests the company’s dominance in the high-bandwidth memory market against the backdrop of rising demand for AI chips.
- TSMC to Fully Operate 2nm Fabs by 2026, but Production Increase Will Provide “No Relief” to Customers TSMC plans to fully operate its four 2nm manufacturing plants by 2026, producing 60,000 wafers per month. However, this production increase will reportedly not provide “relief” to customers from the tight supply situation, suggesting that supply shortages of leading-edge semiconductors may continue.
- Samsung Foundry Utilization Rate Recovers, Driven by AI Chip Demand and Tesla Contract s Samsung’s foundry utilization rate is recovering due to demand for AI chips and new order growth. In particular, the large Tesla contract is expected to be a major driver of that growth. This is an important sign that major foundries are benefiting from the growth in the AI and automotive sectors.
- Nvidia H20 GPUs Caught in US Commerce Department Export License Delinquency Nvidia’s H20 GPUs are reportedly caught in the worst export license delinquency in the US Commerce Department in 30 years. This leaves billions of dollars worth of GPUs and other products in limbo and could have a major impact on Nvidia’s AI chip supply strategy.
- ASE Increases Capital Investment to US$5.5 Billion in 2025 Due to AI Demand Semiconductor packaging giant ASE announced that it will increase its capital investment to US$5.5 billion in 2025, as AI-related demand is placing a heavy strain on its advanced packaging lines. This reflects the current situation where advanced packaging has become a bottleneck in AI chip manufacturing and requires major investment to eliminate the bottleneck.
- AMD Could Be Major Threat to NVIDIA’s AI Dominance / Ryzen 9000 Zen 5 CPU Announced AMD could reportedly be the next major threat to NVIDIA’s longstanding dominance of the AI market. In particular, sales of the Radeon RX 9070 XT have been so strong that they have nearly matched the sales of the entire RTX 50 series at major German retailers, and they are also preparing a new 3D V-Cache-powered Ryzen 9000 “Zen 5” desktop CPU.
- NVIDIA Plans to Reduce RT X 50 Series Prices in China NVIDIA reportedly plans to reduce RTX 50 series prices this month due to poor sales in the Chinese market. This indicates that the company may be facing weak demand and competitive pressure in certain regions and consumer GPU markets, in contrast to the growing global demand for AI chips.
- TSMC to Fully Focus on AI and Advanced Packaging Technologies from GaN TSMC is reportedly reducing its focus on gallium nitride (GaN) technology and shifting entirely to artificial intelligence (AI) and advanced packaging technologies. This is a strategic shift that suggests that the world’s largest foundry company has a clear focus on next-generation technologies, as advanced packaging becomes essential in improving the performance and miniaturization of AI chips.
- South Korea’s July Semiconductor Exports Hit Record High , Driven by HBM and DDR5 Demand South Korea’s semiconductor exports hit a record high in July with a 31.6% y/y increase. This significant growth was driven by strong demand for high bandwidth memory (HBM) and DDR5 memory, indicating a solid recovery in the global semiconductor market, especially in the AI-related memory sector.
- Zhejiang University Develops Ne uron-like Supercomputer Resembling Monkey Brain Zhejiang University has successfully developed a neuron-like supercomputer that resembles the monkey brain. This represents an advance in next-generation computing technology that mimics the structure and function of the human brain for more efficient and powerful AI computation, and is expected to be an important breakthrough in AI and brain-type chip research.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Aug 4 | 需要増加を背景に、NvidiaがSiPhモジュールテスト用の新たな新竹拠点を模索していると報じられる | Nvidia reportedly seeks new Hsinchu site for SiPh module testing amid growing demand | https://www.digitimes.com/news/a20250804PD216/nvidia-siph-taiwan-testing-demand.html |
| Aug 4 | Samsungのファウンドリ稼働率が、AIチップ需要と受注拡大により回復していると報じられる | Samsung foundry utilization reportedly rebounds on AI chip demand and rising orders | https://www.digitimes.com/news/a20250804PD217/samsung-foundry-4nm-demand-production-2025.html |
| Aug 4 | 独占：Broadcom幹部がNvidiaのNVLink戦略とシリコンフォトニクスの将来について語る | Exclusive: Broadcom exec weighs in on Nvidia’s NVLink strategy and silicon photonics future | https://www.digitimes.com/news/a20250804PD222/broadcom-apac-siph-nvidia-chips.html |
| Aug 4 | インドのAIブーム、トランプ政権の規制緩和の下で依存リスクを隠す | India’s AI boom hides dependency risks under Trump deregulation | https://www.digitimes.com/news/a20250804VL203/infrastructure-growth-exports-policy-technology.html |
| Aug 4 | TSMC、関税よりも誰がまだ購入しているかに懸念を示す | TSMC worries less about tariffs, more about who’s still buying | https://www.digitimes.com/news/a20250804PD214/tsmc-usa-tariffs-demand-taiwan-2025.html |
| Aug 5, 06:31 | 台湾、セクション232のチップ関税圧力に直面 | Taiwan faces Section 232 chip tariff crunch | https://www.digitimes.com/news/a20250804PD237/investigation-taiwan-supply-chain-electronics-ic-design.html |
| Aug 5, 06:30 | Canon、20年ぶりの新ファブを建設し裏需要のブームを捉える | Canon builds first fab in 20 years to chase back-end boom | https://www.digitimes.com/news/a20250804PD241/canon-ic-manufacturing-equipment-packaging-plant.html |
| Aug 5, 06:28 | Softstar、Aliの買収で赤字解消と2026年までのAIチップ成長を狙う | Softstar’s acquisition of Ali aims to end losses and boost AI chip growth by 2026 | https://www.digitimes.com/news/a20250801PD203/ali-acquisition-growth-business-ic-design.html |
| Aug 5, 06:28 | Win Semiconductors、Wi-Fi 7の需要拡大と米国での強い受注により稼働率45%を記録 | Win Semiconductors sees 45% capacity utilization as Wi-Fi 7 drives growth and stronger US orders | https://www.digitimes.com/news/a20250801PD205/wi-fi-7-capacity-wafer-gaas-growth.html |
| Aug 5, 06:28 | トランプ政権の関税が台湾のPCB戦略を転換、米国向け中国からの輸出が急増 | Trump tariffs drive shift in Taiwan’s PCB strategy as exports from China to US jump | https://www.digitimes.com/news/a20250801PD208/exports-taiwan-donald-trump-supply-chain-manufacturing.html |
| Aug 4 | インド、Semicon India 2025に先立ち半導体の潜在能力を強調 | India highlights semiconductor potential ahead of Semicon India 2025 | https://www.digitimes.com/news/a20250804VL200/india-semiconductor-mission-semicon-investment-2025.html |
| Aug 4 | ASE、AI需要が先端パッケージングラインを圧迫する中、2025年の設備投資を55億米ドルに引き上げ | ASE raises 2025 capex to US$5.5B as AI strains advanced packaging lines | https://www.digitimes.com/news/a20250804PD239/ase-capex-packaging-testing-2025.html |
| Aug 4 | Ventec、2026年にタイ工場を開設し米国・アジアの自動車および航空宇宙市場に供給 | Ventec to launch Thailand factory in 2026 to serve US, Asia auto and aerospace markets | https://www.digitimes.com/news/a20250731PD232/ventec-ccl-automotive-aerospace-thailand-2026.html |
| Aug 4 | AIメガネの革命：中国のODMとPCBサプライヤーが新たなウェアラブル市場の機会を掴む | AI glasses revolution: Chinese ODMs and PCB suppliers seize new wearable opportunities | https://www.digitimes.com/news/a20250804PD233/wearable-2025-huawei-odm-xiaomi.html |
| Aug 4 | 主要なモバイルAPプロバイダー、関税前の需要急増を捉え、高級市場での成長を狙う | Major mobile AP providers ride early demand surge ahead of tariffs, eye high-end market for growth | https://www.digitimes.com/news/a20250804PD204/ap-demand-apple-mediatek-qualcomm.html |
| Aug 4 | 関税緩和を背景に、PCB企業が新興のASEAN製造拠点で事業拡大 | With tariffs easing, PCB firms boost footprint in emerging ASEAN manufacturing hubs | https://www.digitimes.com/news/a20250804PD202/taiwan-manufacturing-supply-chain-tariffs-asean.html |
| wccftech | |||
| 2025-08-05 | AMDはNVIDIAの長年のAI支配に次ぐ大きな脅威となるのか？最新戦略が同社をはるかに競争力のあるポジションへと導く可能性を徹底検証 | Is AMD the Next Major Threat to NVIDIA’s Long-Standing AI Dominance? A Deep Dive into How the Firm’s Recent Strategies Might Put It in a Much More Competitive Position | https://wccftech.com/is-amd-the-next-major-threat-to-nvidias-long-standing-ai-dominance/ |
| 2025-08-05 | Samsung Foundryは、巨大なTeslaとの取引を契機に年末に向けて大幅な成長を遂げ、稼働率が大きく上昇すると予測される | Samsung Foundry Expected to Witness Strong Growth Toward Year-End, Catalyzed by the Massive Tesla Deal, as the Firm Sees a Significant Rise in Operating Rates | https://wccftech.com/samsung-foundry-expected-to-witness-massive-growth-toward-year-end/ |
| 2025-08-05 | Appleの18.8インチ折りたたみ式MacBook-iPadハイブリッドは2027年に延期、iPhone折りたたみ版は2026年発売を目指し、最終デザインとOSを巡って議論が巻き起こる | Apple’s 18.8-Inch Foldable MacBook-iPad Hybrid Delayed To 2027 As iPhone Fold Targets 2026, Sparking Debate Over Its Final Design And Operating System | https://wccftech.com/apple-18-8-inch-foldable-delayed-to-2027-iphone-fold-2026-launch/ |
| 2025-08-05 | 大手ドイツ小売店で、Radeon RX 9070 XTの売上がRTX 50シリーズ全体の売上にほぼ匹敵、16GB GPUの需要が8GBを大きく上回る | Radeon RX 9070 XT Sales Nearly Match The Entire RTX 50 Series GPUs Combined At A Big German Retailer; Demand For 16 GB GPUs Is Much Greater Than 8 GB GPUs | https://wccftech.com/radeon-rx-9070-xt-sales-nearly-match-the-entire-rtx-50-series-gpus-combined-at-a-big-german-retailer/ |
| 2025-08-05 | リークされたRadeon RX 9060の仕様は、XTバリアントと同じシェーダー数ながら、VRAMの速度が劣る | Radeon RX 9060 Leaked Specifications Include The Same Shader Count As On The XT Variant But Slower VRAM | https://wccftech.com/radeon-rx-9060-leaked-specifications-include-the-same-shader-count-as-on-the-xt-variant/ |
| 2025-08-05 | Samsungが最新モデルの予約記録を更新した直後、ロンドン・ヒースロー空港付近でGalaxy Z Fold 7とGalaxy Z Flip 7が1,000万ドル超の価値で盗難に遭う | Galaxy Z Fold 7 And Galaxy Z Flip 7 Units Worth More Than $10 Million Were Stolen Near London Heathrow Airport, Just Days After Samsung Broke Pre-Order Records For Its Latest Models | https://wccftech.com/galaxy-z-fold-7-and-galaxy-z-flip-7-worth-over-10-million-stolen/ |
| 2025-08-05 | Virtua Fighter 5 R.E.V.O. World StageがPlayStation 5およびXbox Series S|X向けに10月30日にデビュー決定 | Virtua Fighter 5 R.E.V.O. World Stage Set for October 30 Debut on PlayStation 5 and Xbox Series S|X | https://wccftech.com/virtua-fighter-5-revo-world-stage-october-5-debut/ |
| 2025-08-05 | SKハイニックス、独占市場を背景に先行納入で高プレミアムを付け、HBM4価格を70%引き上げると報じられる | SK Hynix Is Reportedly Raising HBM4 Prices by a Whopping 70%, Capitalizing on a ‘Monopolized Market’ by Charging a Hefty Premium for Early Delivery | https://wccftech.com/sk-hynix-is-reportedly-raising-hbm4-prices-by-a-whopping-70-capitalizing-on-a-monopolized-market/ |
| 2025-08-05 | Xbox Next Magnus APUが、システム全体のスケーリングに柔軟性を提供し、既製PCとの競合が激化する可能性を示唆 | Xbox Next Magnus APU Will Provide Flexibility for Scaling an Entire Stack of Systems That Will Likely Compete More With Pre-Built PCs Than the PlayStation 6 | https://wccftech.com/xbox-next-magnus-apu-flexibility-compete-pre-built-pcs/ |
| 2025-08-05 | ジム・クレイマー：「パラントを支えるためにフェイグマを売らなきゃいけないのか？」 | Jim Cramer: “Gotta Sell Your Figma To Prop Up Your Palantir, Right?” | https://wccftech.com/jim-cramer-gotta-sell-your-figma-to-prop-up-your-palantir-right/ |
| 2025-08-04 | 7月のメガハックの中心となったMicrosoft製ソフトウェアは、中国のサポートチームに依存していた | Microsoft Software At Center Of July’s Mega Hack Relied On Chinese Support Teams | https://wccftech.com/microsoft-software-at-center-of-julys-mega-hack-relied-on-chinese-support-teams/ |
| 2025-08-04 | iPhone 17 Airは極薄設計ながら、iPhone 17 Proの半分以下のバッテリーを搭載－Appleの薄型デザイン実現のための妥協を如実に示す | iPhone 17 Air Will Be So Thin It Packs A Battery Less Than Half The Size Of The iPhone 17 Pro – Clearly Showing The Compromises Apple Made To Achieve Its Ultra-Thin Design | https://wccftech.com/iphone-17-air-battery-half-size-design-compromises/ |
| 2025-08-04 | Stellar Blade 1.3.0 PCパッチが、フォトモードの改良、ゲームプレイ、カットシーン、及びAMD FSRの変更と修正を提供 | Stellar Blade 1.3.0 PC Patch Packs Photo Mode Improvements, Gameplay, Cutscenes and AMD FSR Changes and Fixes | https://wccftech.com/stellar-blade-1-3-0-pc-patch-amd-fsr/ |
| 2025-08-04 | AMDが新たに3D V-Cache搭載のRyzen 9000「Zen 5」デスクトップCPUを2種類発表－8コア96MBモデルと16コア192MBの「Dual X3D」 | AMD Readies Two New 3D V-Cache Ryzen 9000 “Zen 5” Desktop CPUs, 8 Core With 96 MB & 16 Core With 192 MB “Dual X3D” | https://wccftech.com/amd-readies-new-3d-v-cache-ryzen-9000-zen-5-desktop-cpus-8-core-96-mb-16-core-192-mb-dual-x3d/ |
| 2025-08-04 | Bolt GraphicsのZeus GPUが、ノートパソコングレードのメモリを使用しながら、レンダリング作業でNVIDIAのRTX 5090を10倍上回ると大胆に主張 | Bolt Graphics’ Zeus GPU Makes Bold Claim of Outperforming NVIDIA’s RTX 5090 by 10x in Rendering Workloads, That Too Using Laptop-Grade Memory | https://wccftech.com/bolt-graphics-zeus-gpu-makes-bold-claim-of-outperforming-rtx-5090-by-10x-in-rendering-workloads/ |
| 2025-08-04 | マスク氏の290億ドルの株式パッケージは、法廷闘争での敗北を要求している | Musk’s $29 billion Stock Package Requires Him To Lose Court Battle | https://wccftech.com/musks-29-billion-stock-package-requires-him-to-lose-court-battle/ |
| 2025-08-04 | Tesla取締役会が、多数の条件付きでイーロン・マスクに新たな290億ドル報酬パッケージを承認 | Tesla Board Grants Elon Musk A New $29 Billion Compensation Package With Lots Of Caveats | https://wccftech.com/tesla-board-grants-elon-musk-new-29-billion-compensation-package-amid-ongoing-legal-battles-and-shareholder-support/ |
| 2025-08-04 | 仁王3アルファデモのフィードバックレポートが、最終版でのゲームプレイ、ビジュアル、パフォーマンス向上の兆しを示す | Nioh 3 Alpha Demo Feedback Report Highlights Gameplay, Visual and Performance Improvements Coming in The Final Release | https://wccftech.com/nioh-3-visual-performance-improvements/ |
| 2025-08-04 | Skyblivionチーム、最終段階に突入－リリースは依然として2025年を予定 | Skyblivion Team Now on Its Final Stretch, Release Still Planned for 2025 | https://wccftech.com/skyblivion-team-now-on-its-final-stretch-release-still-planned-for-2025/ |
| 2025-08-04 | Bloodborneのエミュレーション改善により、RX 580など4GB VRAM搭載GPUで60FPSが実現 | Bloodborne Emulation Improvements Deliver 60 FPS on 4GB VRAM GPUs Like the RX 580 | https://wccftech.com/bloodborne-60-fps-4gb-vram-rx-580/ |
| 2025-08-04 | Nintendo Switch 2のファーストパーティタイトルは、エンジンの制約からNVIDIA DLSSを採用していない可能性が高い | Nintendo Switch 2 First-Party Games Are Not Using NVIDIA DLSS Likely Due to Engine Limitations | https://wccftech.com/nintendo-switch-2-first-party-nvidia-dlss-engine-limitations/ |
| 2025-08-04 | Apple、M4 iPad Proで採用中のタンドムOLED技術をiPhoneへの導入を模索－ただし実装は2028年以前には実現しない可能性も | Apple Is Reportedly Exploring Bringing Tandem OLED Technology To iPhones, The Same Displays Currently Used On The M4 iPad Pro Lineup; Implementation Might Not Happen Before 2028 | https://wccftech.com/apple-exploring-bringing-tandem-oled-to-iphones/ |
| 2025-08-04 | TSMC、来年4棟の2nm工場がフル稼働し月間60,000枚のウエハー生産へ－しかし増産は顧客への救済にはならない | TSMC Will Have Four 2nm Fabrication Plants Reportedly Working At Full Capacity Next Year, With A Combined Monthly Output Of 60,000 Wafers; Increased Production Will Not Bring Any Relief To Customers | https://wccftech.com/tsmc-will-have-four-2nm-plants-working-at-full-capacity-in-2026/ |
| 2025-08-04 | YouTuberがGalaxy Z Flip 7の耐久性を試すため過酷なテスト実施－外装は頑丈だが、内側ディスプレイは爪でも傷つくほど柔らかく、折りたたみ画面の弱点を浮き彫りに | YouTuber Tortures The Galaxy Z Flip 7 To Test Its Durability, Revealing A Strong Outer Build But A Soft Inner Display That Even Fingernails Can Scratch, Highlighting The Ongoing Weakness Of Foldable Screens | https://wccftech.com/samsung-galaxy-z-flip-7-durability-test-foldable-screen-damage/ |
| 2025-08-04 | 『Vogue』、8月号のAI生成Guess広告により、僅かな免責事項が透明性・倫理・ファッションの真実性への懸念を呼び起こし非難に直面 | Vogue Under Fire For AI-Generated Guess Ad In August Issue – Tiny Disclaimer Sparks Outrage Over Transparency, Ethics, And The Future Of Fashion Authenticity | https://wccftech.com/vogue-under-fire-for-ai-generated-guess-ad-in-august-issue-tiny-disclaimer-sparks-outrage-over-transparency-ethics-and-the-future-of-fashion-authenticity/ |
| 2025-08-04 | Metroid Prime 4は2025年後半発売予定－今月後半、トロントでプレイ可能に | Metroid Prime 4 Is Still Slated for Late 2025, Will Be Playable Later This Month in Toronto | https://wccftech.com/metroid-prime-4-still-slated-late-2025-playable-later-this-month/ |
| 2025-08-04 | 新作Virtua Fighterプロジェクトが、新たなトレーニングステージのトレーラーを公開 | New Virtua Fighter Project Gets Fresh Training Stage Trailer | https://wccftech.com/new-virtua-fighter-project-gets-fresh-trailer/ |
| 2025-08-04 | Appleの巨大なAI戦略－これが新時代を切り拓くのか、それとも厳格なエコシステムの亀裂を露呈するのか？ | Apple’s Big AI Bet: Will It Usher In A Bold New Era Or Expose The Cracks In Its Tightly Controlled Ecosystem? | https://wccftech.com/ai-is-ours-to-grab-says-tim-cook-in-rare-pep-talk-as-apple-drops-guard-and-goes-all-in-on-generative-intelligence/ |
| 2025-08-04 | Verizon、2025年9月からロイヤルティ割引を廃止－長年の顧客が高額請求に直面し、忠誠の価値に疑問を呈す | Verizon Axes Loyalty Discounts Starting September 2025, Sparking Backlash As Long-Time Customers Face Higher Bills And Question The Value Of Their Years Of Loyalty | https://wccftech.com/verizon-axes-loyalty-discounts-starting-september-2025-sparking-backlash-as-long-time-customers-face-higher-bills/ |
| 2025-08-04 | xAIが「MacroHard」の商標を出願、イーロン・マスクの最新AIベンチャーとしてMicrosoftへ一撃を狙う | xAI Has Actually Filed for the “MacroHard” Trademark, Positioning It as Elon Musk’s Latest AI Venture Which Is Expected to Take a Jab at Microsoft | https://wccftech.com/xai-has-actually-filed-for-the-macrohard-trademark-positioning-it-as-elon-musk-latest-ai-venture/ |
| 2025-08-04 | Xbox Series S|Xは販売台数が3000万台未満だが、現在は黒字経営を達成 | Xbox Series S|X Have Sold Less Than 30 Million Units, Though They Are Profitable Now | https://wccftech.com/xbox-series-s-x-sold-less-30-million-units-profitable/ |
| 2025-08-04 | Samsungが37インチの大型Odyssey G7 G75Fゲームモニターを発表－VAパネル搭載で、4K解像度・165Hzリフレッシュレートを実現 | Samsung Launches Large 37-inch Odyssey G7 G75F Gaming Monitor Integrated With VA Panel; Boasts 4K Resolution At 165Hz Refresh Rate | https://wccftech.com/samsung-launches-large-37-inch-odyssey-g7-g75f-gaming-monitor-integrated-with-va-panel/ |
| 2025-08-04 | MSI Claw A8 / 8 AI+ハンドヘルド端末が、Ryzen Z2 Extreme搭載機とIntel Lunar Lake搭載機で相互にテストされ、AMDは17Wで優れたGPU性能と優秀な1%低下安定値を記録 | MSI Claw A8 / 8 AI+ Handhelds With Ryzen Z2 Extreme & Intel Lunar Lake Tested Against One Another; Better GPU Performance With Great 1% Lows on AMD at 17W | https://wccftech.com/msi-claw-a8-handheld-amd-ryzen-z2-extreme-intel-lunar-lake-tested-17-30w/ |
| 日経 Tech Foresight | |||
| 2025-08-05 | 理研など、室温でスピン閉鎖 シリコン量子ビット向け | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC315HH0R30C25A7000000 | |
| 2025-08-04 | 「AI視覚の弱点解明」「中国がEUVレジスト」 海外動向 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0138H0R00C25A8000000 | |
| 2025-08-04 | 【特許】TOPPANHD、絵柄入り太陽電池 建物外観と調和 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0122G0R00C25A8000000 | |
| 2025-08-04 | SKハイニックス幹部「HBMの顧客多様化」 実装で独走 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC310FZ0R30C25A7000000 | |
| マイナビニュース テックプラス | |||
| 2025-08-05 | TI、バッテリの駆動時間を最大30％延長できる1チップバッテリ残量計を発表 | https://news.mynavi.jp/techplus/article/20250805-3397381/ | |
| 2025-08-04 | 双日とJOGMECが豪州でのガリウム生産に向けた調査を開始、半導体材料として需要拡大 | https://news.mynavi.jp/techplus/article/20250804-3397264/ | |
| 2025-08-04 | エレファンテックがNEDO GX事業の量産化実証(DMPフェーズ)に採択、最大23億円が助成予定 | https://news.mynavi.jp/techplus/article/20250804-3396884/ | |
| 2025-08-04 | 京セラ、フルシールド構造採用の0.4mmピッチ基板対基板コネクタ製品を発売 | https://news.mynavi.jp/techplus/article/20250804-3396930/ | |
| 2025-08-04 | Infineon、中Innoscienceに対するGaN技術に関するドイツでの特許侵害訴訟で勝訴 | https://news.mynavi.jp/techplus/article/20250804-3396902/ | |
| 2025-08-04 | Nexperia、最大140Wの充電を可能とするUSB Type-C/USB-PDコントローラを発売 | https://news.mynavi.jp/techplus/article/20250804-3396869/ | |
| 2025-08-04 | スマホの復調で大手ファブレスのQualcommとMediaTekが増収増益、Armも増収 2025年第2四半期決算まとめ | https://news.mynavi.jp/techplus/article/20250804-3396856/ | |
| TrendForce | |||
| 2025-08-04 | NVIDIA、販売不振を背景に今月中国でRTX 50シリーズの価格引下げを計画していると報じられる | NVIDIA Reportedly Plans RTX 50 Series Price Cut in China This Month amid Weak Sales | https://www.trendforce.com/news/2025/08/04/news-nvidia-reportedly-plans-rtx-50-series-price-cut-in-china-this-month-amid-weak-sales/ |
| 2025-08-04 | Meta、Broadcomと提携し、次世代ASIC搭載AIサーバーにQuantaを起用すると報じられる | Meta Reportedly Teams Up with Broadcom, Taps Quanta for Next-Gen ASIC-powered AI servers | https://www.trendforce.com/news/2025/08/04/news-meta-reportedly-teams-up-with-broadcom-taps-quanta-for-next-gen-asic-powered-ai-servers/ |
| 2025-08-04 | NVIDIA、800V直流電源の中国唯一供給元としてInnoscienceを選定—GaN大手の実態に迫る | NVIDIA Picks Innoscience as Sole Chinese Supplier for 800 VDC Power—Unpacking the GaN Giant | https://www.trendforce.com/news/2025/08/04/news-nvidia-picks-innoscience-as-sole-chinese-supplier-for-800-vdc-power-unpacking-the-gan-giant/ |
| 2025-08-04 | Intelのチップパッケージングの専門家が、ガラス基板需要の後退の報道を受けてSamsungに移籍 | Intel’s Chip Packaging Expert Jumps to Samsung Amid Reported Glass Substrate Retreat | https://www.trendforce.com/news/2025/08/04/news-intels-chip-packaging-expert-jumps-to-samsung-amid-reported-glass-substrate-retreat/ |
| 2025-08-04 | 韓国、7月の半導体輸出が過去最高を記録―HBMとDDR5需要により前年比31.6%増 | South Korea Posts Record July Chip Exports, Up 31.6% YoY on HBM and DDR5 Demand | https://www.trendforce.com/news/2025/08/04/news-south-korea-posts-record-july-chip-exports-up-31-6-yoy-on-hbm-and-ddr5-demand/ |
| Semiconductor Digest | |||
| 4 hours ago | ジョージア工科大学、2000万ドル規模の国立AIスーパーコンピュータを建設 | Georgia Tech to Build $20M National AI Supercomputer | https://www.semiconductor-digest.com/georgia-tech-to-build-20m-national-ai-supercomputer/ |
| 4 hours ago | 積水化学、半導体製造の超純プロセス用途向けPFASフリー配管の実現に向けた進展を達成 | SEKISUI CHEMICAL Achieves Progress in Creating PFAS-Free Pipes for Ultrapure Process Applications in Semiconductor Manufacturing | https://www.semiconductor-digest.com/sekisui-chemical-achieves-progress-in-creating-pfas-free-pipes-for-ultrapure-process-applications-in-semiconductor-manufacturing/ |
| 5 hours ago | Everspin、ショーン・ドウハーティ氏を営業副社長に任命 | Everspin Appoints Sean Dougherty Vice President of Sales | https://www.semiconductor-digest.com/everspin-appoints-sean-dougherty-vice-president-of-sales/ |
| 5 hours ago | Teradyne、新世代メモリーテスター「マグナム7H」を発表 ～ 高帯域幅メモリデバイス向け | Teradyne Unveils Magnum 7H: The Next-Generation Memory Tester for High Bandwidth Memory Devices | https://www.semiconductor-digest.com/teradyne-unveils-magnum-7h-the-next-generation-memory-tester-for-high-bandwidth-memory-devices/ |
| 日本経済新聞 | |||
| 2025-08-05 | 日経平均株価、米株高が追い風（先読み株式相場） | https://www.nikkei.com/article/DGXZQOFL0485V0U5A800C2000000/ | |
| 2025-08-05 | 今日の株価材料（新聞など、5日）三菱UFJなど5大銀、4〜6月期純利益3年連続最高 | https://www.nikkei.com/article/DGXZQOFL0503K0V00C25A8000000/ | |
| 2025-08-05 | 米国株、ダウ反発し585ドル高 9月利下げ観測が支え ナスダックも反発 | https://www.nikkei.com/article/DGXZQOFL04CF30U5A800C2000000/ | |
| 2025-08-05 | 社会人転職こそ「インターン」にニーズ ミスマッチの不安解消 | https://www.nikkei.com/article/DGXZQOUD17C560X10C25A7000000/ | |
| 2025-08-05 | 萩原電気HD、費用10分の1でIoT基盤提供 IT企業の開発軽減 | https://www.nikkei.com/article/DGXZQOFD1894W0Y5A710C2000000/ | |
| 2025-08-05 | 韓国造船、中国追う切り札は外国人とロボ トランプ特需取り込み急ぐ | https://www.nikkei.com/article/DGXZQOGM118WM0R10C25A7000000/ | |
| 2025-08-05 | PC用メモリー価格2倍に 標準タイプが品薄、米中摩擦が促す世代交代 | https://www.nikkei.com/article/DGXZQOUB086300Y5A700C2000000/ | |
| 2025-08-05 | 東芝系ジャパンセミコンダクター、受託生産3割に 技術強い営業採用 | https://www.nikkei.com/article/DGXZQOJC31CJX0R30C25A7000000/ | |
| 2025-08-05 | 米テック、好決算でも9万人削減 AIで高まる技術者選別の荒波 | https://www.nikkei.com/article/DGXZQOGN080190Y5A700C2000000/ | |
| 2025-08-05 | 東芝など、次世代基盤「IOWN」使う量子暗号通信に成功 | https://www.nikkei.com/article/DGXZQOSG25AZ50V20C25A7000000/ | |
| ダイヤモンドオンライン | |||
| Aug 4 20:00 | 東電系送配電会社首脳が電力・デジタルの統合インフラは「設計が鍵」だと強調する理由、トヨタの“カイゼン”が好例 | https://diamond.jp/articles/-/369335 | |
| Aug 3 22:30 | 低空飛行の日の丸半導体に光明か？復活への鍵を握る「新しい戦争」とは【元米財務長官・サマーズ氏が示唆】 | https://diamond.jp/articles/-/369347 | |
| Aug 3 20:55 | トランプ氏の政府系ファンド構想、日本の5500億ドルが後押しか | https://diamond.jp/articles/-/369687 | |
| Tom’s Hardware | |||
| 2025-08-04 21:36 | Nvidia H20 GPU、30年ぶりに米商務省史上最悪の輸出ライセンス遅延に巻き込まれていると報じられる | Nvidia H20 GPUs reportedly caught up in U.S. Commerce Department’s worst export license backlog in 30 years | https://www.tomshardware.com/pc-components/gpus/nvidia-h20-gpus-reportedly-caught-up-in-u-s-commerce-departments-worst-export-license-backlog-in-30-years-billions-of-dollars-worth-of-gpus-and-other-products-in-limbo-due-to-staffing-cuts-communication-issues |
| 2025-08-04 21:23 | AWS、警告なしに10年分のユーザーデータを削除した結果、「デジタル処刑」と非難される | AWS accused of a ‘digital execution’ after it deleted 10 years of users’ data without warning | https://www.tomshardware.com/software/cloud-storage/aws-accused-of-a-digital-execution-after-it-deleted-10-years-of-users-data-without-warning-software-engineer-details-complete-digital-annihilation-at-the-hands-of-aws-admins-claims-false-excuses-given-for-account-deletion |
| TechPowerup | |||
| 2025-08-04T17:56:55+00:00 | Galax GeForce RTX 5070 EX Gamer のワンクリックOCレビュー | Galax GeForce RTX 5070 EX Gamer 1-Click OC Review | https://www.techpowerup.com/review/galax-geforce-rtx-5070-ex-oc/ |
| 2025-08-04T15:39:31+00:00 | GoldenmateがLiFePO4バッテリー搭載の次世代UPSシステムを発表 | Goldenmate Introduces Next-Gen UPS Systems with LiFePO4 Batteries | https://www.techpowerup.com/339584/goldenmate-introduces-next-gen-ups-systems-with-lifepo4-batteries |
| 2025-08-04T15:21:08+00:00 | 限定オファー：Babbel の完全な言語ライブラリが生涯使える | Exclusive Deal: Babbel’s Complete Language Library, Yours for Life | https://www.techpowerup.com/339577/exclusive-deal-babbels-complete-language-library-yours-for-life |
| 2025-08-04T15:02:45+00:00 | 『Return to Rapture』が再延期に、BioShock 4とリメイクが共に停滞中 | Return to Rapture Delayed Again: BioShock 4 and Remake Both Stalled | https://www.techpowerup.com/339581/return-to-rapture-delayed-again-bioshock-4-and-remake-both-stalled |
| 2025-08-04T13:39:37+00:00 | AMD、192MB L3キャッシュと200W TDP搭載の16コア Ryzen 9000X3D CPUを準備中 | AMD Readies 16-Core Ryzen 9000X3D CPU with 192 MB L3 Cache and 200 W TDP | https://www.techpowerup.com/339579/amd-readies-16-core-ryzen-9000x3d-cpu-with-192-mb-l3-cache-and-200-w-tdp |
| 2025-08-04T11:43:32+00:00 | Razer、シンガポールに最先端のAIセンターを開設し、AI投資を加速 | Razer Accelerates AI Investments With Flagship AI Center of Excellence in Singapore | https://www.techpowerup.com/339576/razer-accelerates-ai-investments-with-flagship-ai-center-of-excellence-in-singapore |
| 2025-08-04T11:36:36+00:00 | PXN が新型VDシリーズのダイレクトドライブベース、ステアリングホイール、そしてバンドルを発表 | PXN Unveils New VD Series Direct Drive Bases, Steering Wheels and Bundles | https://www.techpowerup.com/339575/pxn-unveils-new-vd-series-direct-drive-bases-steering-wheels-and-bundles |
| 2025-08-04T11:13:18+00:00 | Samsung Malaysia が37インチ4Kゲーミングモニター「Odyssey G7 G75F」を発売、40インチSKUも近日登場 | Samsung Malaysia Launches the Odyssey G7 G75F 37″ 4K Gaming Monitor, 40″ SKU Also Incoming | https://www.techpowerup.com/339574/samsung-malaysia-launches-the-odyssey-g7-g75f-37-4k-gaming-monitor-40-sku-also-incoming |
| 2025-08-04T11:02:38+00:00 | Intel Core 5 120および120F（6コア LGA1700プロセッサ）の価格が発表 | Intel Core 5 120 and 120F 6-core LGA1700 Processors Priced | https://www.techpowerup.com/339573/intel-core-5-120-and-120f-6-core-lga1700-processors-priced |
| 2025-08-04T10:53:17+00:00 | SilverStone、RM53-502 5Uワークステーションケースを発売 | SilverStone Launches RM53-502 5U Workstation Chassis | https://www.techpowerup.com/339572/silverstone-launches-rm53-502-5u-workstation-chassis |
| 2025-08-04T10:52:32+00:00 | ViewSonicがクリエイティブプロフェッショナル向けに新型120Hz ColorProモニターを発表 | ViewSonic Unveils New 120 Hz ColorPro Monitors for Creative Professionals | https://www.techpowerup.com/339571/viewsonic-unveils-new-120-hz-colorpro-monitors-for-creative-professionals |
| 2025-08-04T10:41:25+00:00 | TSMCは2026年までに2nmプラントを4箇所稼働させ、月間60,000枚のウェーハを生産予定 | TSMC Will Have Four 2 nm Plants by 2026, Producing 60,000 Wafers Per Month | https://www.techpowerup.com/339570/tsmc-will-have-four-2-nm-plants-by-2026-producing-60-000-wafers-per-month |
| 2025-08-04T10:34:45+00:00 | Raijintek、Arcadia 41 ミッドタワーケースを発表 | Raijintek Intros Arcadia 41 Mid-tower Chassis | https://www.techpowerup.com/339569/raijintek-intros-arcadia-41-mid-tower-chassis |
| 2025-08-04T10:27:57+00:00 | addlinkがTurbo Play Express MicroSD Expressカードを発売 | addlink Launches Turbo Play Express MicroSD Express Card | https://www.techpowerup.com/339568/addlink-launches-turbo-play-express-microsd-express-card |
| 2025-08-04T08:13:23+00:00 | Battlefield 6は3D V-Cache搭載のCPUに大きく依存し、9800X3Dがi9-14900Kを凌駕 | Battlefield 6 Heavily Favors CPUs with 3D V-Cache, 9800X3D Smokes i9-14900K | https://www.techpowerup.com/339564/battlefield-6-heavily-favors-cpus-with-3d-v-cache-9800x3d-smokes-i9-14900k |
| 2025-08-04T07:58:25+00:00 | MoreClockTool 2.0 が新UIと高度なAMD Radeon RX GPU制御機能を備えて登場 | MoreClockTool 2.0 Debuts with Redesigned UI and Advanced AMD Radeon RX GPU Controls | https://www.techpowerup.com/339562/moreclocktool-2-0-debuts-with-redesigned-ui-and-advanced-amd-radeon-rx-gpu-controls |
| 2025-08-04T07:34:33+00:00 | GoDeal24、2025年夏のソフトウェアセールが続行中。WindowsやOfficeの特価品が登場 | GoDeal24 Summer 2025 Software Sale Rolls On, Great Deals on Windows and Office | https://www.techpowerup.com/339496/godeal24-summer-2025-software-sale-rolls-on-great-deals-on-windows-and-office |
| 2025-08-04T07:10:41+00:00 | Bolt Graphics の Zeus GPU：開発キットが2026年に到着、ゲーム、HPC、CAD向け | Bolt Graphics’ Zeus GPU: Dev Kits Arrive 2026 for Gaming, HPC, and CAD | https://www.techpowerup.com/339561/bolt-graphics-zeus-gpu-dev-kits-arrive-2026-for-gaming-hpc-and-cad |
| 2025-08-04T06:22:16+00:00 | MSI Claw 8：Intel Lunar Lake と AMD Ryzen Z2 Extreme の対決 | MSI Claw 8: Intel Lunar Lake vs AMD Ryzen Z2 Extreme | https://www.techpowerup.com/339559/msi-claw-8-intel-lunar-lake-vs-amd-ryzen-z2-extreme |
| EETimes Taiwan | |||
| 2025-08-04 | GaNに別れを告げ、TSMCがAIと先進パッケージ技術に全面押注 | 揮別GaN 台積電全面押注AI與先進封裝 | https://www.eettaiwan.com/20250804nt01-tsmc-packs-up-gan-to-focus-on-advanced-packaging/ |
| 2025-08-04 | 見える健康：AIと光学技術が生体医療の革新を牽引 | 看得見的健康：AI與光學引領生醫創新 | https://www.eettaiwan.com/20250804nt51-electro-optics-afes-and-ai-enable-biomedical-sensing-innovations/ |
| 2025-08-04 | 米国の関税が施行、インドやベトナム製造業が恩恵を受けるのか？ | 美國關稅上路 印度/越南製造得利？ | https://www.eettaiwan.com/20250804nt61-will-indian-vietnamese-manufacturing-benefit-from-us-tariffs/ |
| 2025-08-04 | 世界の真無線Bluetoothイヤホン市場が成熟期に突入 | 全球真無線藍牙耳機市場邁入成熟期 | https://www.eettaiwan.com/20250804nt21-global-tws-market/ |
| EETimes Asia | |||
| 2025-08-04 | LPDDR4X供給の引き締めが価格上昇を招く | Tightening of LPDDR4X Supply Drives Up Prices | https://www.eetasia.com/tightening-of-lpddr4x-supply-drives-up-prices/ |
| 2025-08-04 | SEMI NBMC、生体センシングプラットフォーム推進のための提案を募集 | SEMI NBMC Seeks Proposals to Advance Biosensing Platforms | https://www.eetasia.com/semi-nbmc-seeks-proposals-to-advance-biosensing-platforms/ |
| 2025-08-04 | San’anとInariがLumiledsを買収する | San’an and Inari to Acquire Lumileds | https://www.eetasia.com/sanan-and-inari-to-acquire-lumileds/ |
| 2025-08-04 | FPGAの40周年を祝う | Celebrating 40 Years of the FPGA | https://www.eetasia.com/celebrating-40-years-of-the-fpga/ |
| EETimes India | |||
| 2025-08-04 | Sercomm、セルラーIoTワイヤレス接続強化のためにNordicを採用 | Sercomm Taps Nordic to Strengthen Cellular IoT Wireless Connectivity | https://www.eetindia.co.in/sercomm-taps-nordic-to-strengthen-cellular-iot-wireless-connectivity/ |
| 2025-08-04 | ルネサスMPU、高性能HMIシステム向けに設計 | Renesas MPU Targeted at High-performance HMI Systems | https://www.eetindia.co.in/renesas-mpu-targeted-at-high-performance-hmi-systems/ |
| 2025-08-04 | インドのスタートアップ、防衛用にハイパースペクトルおよび赤外線衛星に注目 | Indian Startup Sets Sights on Hyperspectral, Infrared Satellites for Defense | https://www.eetindia.co.in/indian-startup-sets-sight-on-hyperspectral-infrared-satellites-for-defense/ |
| ZDNET Korea | |||
| 2025-08-05 | [セキュリティリーディング企業] シクリオン「500万件以上の悪性アプリデータを保有」 | [보안 리딩기업] 시큐리온 “500만개 이상 악성 앱데이터 보유” | https://www.zdnet.co.kr/20250804205927” title=” |
| 2025-08-04 | エクスリアル、ARグラス「ワン 프로」予約販売 | 엑스리얼, AR 글래스 ‘원 프로’ 예약판매 | https://www.zdnet.co.kr/20250804213322” title=” |
| 2025-08-04 | ガーミン、睡眠支援型『インデックス睡眠モニター』発売 | 가민, 수면 돕는 ‘인덱스 수면 모니터’ 출시 | https://www.zdnet.co.kr/20250804212035” title=” |
| 2025-08-04 | [セキュリティリーディング企業] 티오리「国内最高？ 世界最高のハッカーが集まっています」 | [보안 리딩기업] 티오리 “국내 최고요? 세계최고 해커들이 모여있습니다” | https://www.zdnet.co.kr/20250804195952” title=” |
| 2025-08-04 | キム・ソンファン環境部長官「電気自動車補助金は乗用車の市場占有率が30%になるまで支援」 | 김성환 환경부 장관 “전기차 보조금 승용 기준 점유율 30% 될 때까지 지원” | https://www.zdnet.co.kr/20250804182845” title=” |
| 2025-08-04 | 『地域愛商品券』の国による支援義務化…ウェブ캐시、코나아이、ユラクルなどが恩恵を受ける見込み | ‘지역사랑상품권’ 국가 지원 의무화…웹케시·코나아이·유라클 등 수혜 전망 | https://www.zdnet.co.kr/20250804181320” title=” |
| 2025-08-04 | ロボット産業振興院、ヒューマノイド実証支援事業を公示 | 로봇산업진흥원, 휴머노이드 실증 지원사업 공고 | https://www.zdnet.co.kr/20250804181156” title=” |
| 2025-08-04 | 郵便局ショッピング、『毎日食卓お買い物サービス』開始 | 우체국쇼핑, ‘매일밥상 장보기 서비스’ 시작 | https://www.zdnet.co.kr/20250804173946” title=” |
| 2025-08-04 | EBS、初のオフライン・キャラクターショップ『EBSフレンズ』オープン | EBS, 첫 오프라인 캐릭터숍 ‘EBS 프렌즈’ 오픈 | https://www.zdnet.co.kr/20250804173457” title=” |
| 2025-08-04 | BIマトリックス、APECフォーラムでデータ分析AI技術を披露 | 비아이매트릭스, APEC 포럼서 데이터 분석 AI 기술 선보여 | https://www.zdnet.co.kr/20250804174715” title=” |
| 2025-08-04 | ディトニック、ISO 45001認証を取得 | 디토닉, ISO 45001 인증 획득 | https://www.zdnet.co.kr/20250804174614” title=” |
| 2025-08-04 | 「AIによる防衛設計」…イーズパーク、国産AI設計自動化プラットフォームの開発に着手 | “AI로 방산 설계”…이즈파크, ‘국산 AI 설계 자동화 플랫폼’ 개발 착수 | https://www.zdnet.co.kr/20250804174516” title=” |
| 2025-08-04 | KCC情報通信・CJオリーブネットワーク스、国防省との第二審にも勝利…上告の動向に注目 | KCC정보통신·CJ올리브네트웍스, 국방부와의 2심도 이겼다…상고 여부 촉각 | https://www.zdnet.co.kr/20250804171417” title=” |
| 2025-08-04 | [専門] APEC 2025 デジタル・AI大臣宣言文 | [전문] APEC 2025 디지털·AI 장관선언문 | https://www.zdnet.co.kr/20250804173114” title=” |
| 2025-08-04 | KISDI、『第4期AI倫理政策フォーラム』発足…23名の専門家を任命 | KISDI, ‘제4기 AI 윤리정책 포럼’ 발족…23인 전문가 위촉 | https://www.zdnet.co.kr/20250804172617” title=” |
| 2025-08-04 | CJ ENM、3日間の『KCON LA 2025』大イベントを締めくくる | CJ ENM, 3일간의 ‘KCON LA 2025’ 대장정 마무리 | https://www.zdnet.co.kr/20250804171128” title=” |
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| 中央日報 | |||
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| 2025-08-04 | 딥시크를輩出した 저장대、今回は猿の脳レベルのスーパーコンピュータを開発 | 딥시크 배출해 낸 저장대, 이번엔 원숭이 뇌 수준 슈퍼 컴퓨터 개발 | https://www.joongang.co.kr/article/25356675 |
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| BAIDU | |||
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