TOC
Main News
- President Trump’s Semiconductor Tariffs and Exemptions President Trump has announced plans to impose a 100% tariff on semiconductors manufactured outside the United States. However, chips produced in the U.S. will be exempt, and major companies such as Apple and Nvidia are expected to be exempt. This is reportedly a strong pressure for the semiconductor supply chain to return to the country, while at the same time increasing the risk of a second chip shortage. The Philippine industry has expressed deep concern.
- Resignation Request to Intel CEO and Response President Trump demanded that Intel CEO Rip Bu Tan resign, citing his ties to China and the technology transfer issue. In response, CEO Tan brushed off the resignation request in a letter to his staff, reaffirming that he has acted under the highest legal and ethical standards and his commitment to the U.S. semiconductor industry. He also denied rumors of a conflict with the Board of Directors.
- OpenAI Deploys GPT-5to All ChatGPT Users OpenAI has launched GPT-5, which Sam Altman hails as “the best model ever for writing, coding, and human-level reasoning,” for all ChatGPT users. This is an important milestone in the evolution of generative AI technology and is expected to have broad user impact.
- Tesla’s Dojo Supercomputer Project Partially Abandoned Tesla is reportedly partially reviewing its Dojo supercomputer project, which was initially considered “ambitious”. The plan was reportedly abandoned after Peter Bannon, the project director, launched his own AI startup and took a key team with him. Meanwhile, orders from Tesla are reportedly revitalizing Samsung’s Taylor plant.
- NVIDIA’s H20 AI Chip Gets Go-ahead for China Exports NVIDIA’s H20 AI chip has reportedly received the **”go-ahead “** from the Trump administration for exports to China following Jensen’s visit to the White House**. This is an important development for NVIDIA, as it suggests that exports will be allowed for some AI-related products amid the ongoing technology trade war between the U.S. and China.
- Sony PlayStation’s Business Transition from Hardware to Platform Sony executives have confirmed that the PlayStation business is transitioning from a hardware-centric to a platform business. This represents a major strategic shift in PlayStation’s business model that could impact future developments in the gaming industry. It is also reported that PS4 support will end by 2026 and the PS5 generation will begin in earnest.
- TSMC’s 2nm Technology Information Leakage Issue and the Importance of Confidentiality Management Although the reported leakage of information on TSMC’s advanced 2nm chip technology has been the subject of a national security investigation, the current situation is considered to be “not serious. On the other hand, the importance of confidential information management in the semiconductor industry has been highlighted once again, and related companies and countries remain vigilant.
- Taiwanese Firms Investigated for Extraction of Technical Talent to Chinese Firms Taiwanese authorities are reportedly investigating more than a dozen Chinese companies on suspicion of illegally extracting local talent. This is part of ongoing attempts by Chinese companies to acquire Taiwanese technical know-how and is indicative of the growing problem of talent outflow in semiconductors and other high-tech fields.
- China’s Ambition and Track Record for FoundryDominance China is pursuing its goal of becoming the world’s number one foundry by 2030 , with SMIC and Huahong Semiconductor reporting strong utilization rates in the second quarter of 2025, and domestic technology advancements such as Oriental Materials’ development of core components of lithography machines have been certified by SMIC, and there have also been advancements in domestic technology.
- AI Demand Driving Semiconductor Market Growth and Investment Competition The semiconductor market continues to recover on the back of surging AI demand, and competition for AI-related investment is intensifying.Winbond is signaling the beginning of a DRAM growth cycle that will last two years due to tight DDR4 supply, and AI-related revenue growth is forecasted as motherboards for AI servers begin mass production. AI-related revenue growth is forecasted, including the start of volume production of motherboards for AI servers.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Aug 8 | トランプの100％半導体関税が、米国での2回目のチップ不足リスクを高める | Trump’s 100% semiconductor tariff risks second US chip shortage | https://www.digitimes.com/news/a20250808PD220/donald-trump-chip-shortage-semiconductors-taiwan-chips.html |
| Aug 8 | トランプ計画により輸入チップに100％の関税が課される見通し、ただしAppleとNvidiaは除外される | Imported chips to face 100% tariff under Trump plan; Apple, Nvidia to be exempt | https://www.digitimes.com/news/a20250808PD205/donald-trump-tariffs-chipmakers-manufacturing-apple-nvidia.html |
| Aug 8 | SMICは2025年第2四半期の業績がまちまちであると報告し、景気刺激策の追い風が薄れる中、控えめな成長を予想している | SMIC reports mixed 2Q25 results, forecasts modest growth as stimulus boost fades | https://www.digitimes.com/news/a20250808VL200/smic-revenue-growth-capacity-2025.html |
| Aug 8 | トランプ氏と上院が、中国との関係および技術移転問題を理由にIntel CEOを標的にする | Trump and Senate target Intel CEO over China ties, tech transfer controversy | https://www.digitimes.com/news/a20250807PD236/intel-ceo.html |
| Aug 8 | GlobalWafersとAppleが新たなパートナーシップを結ぶ | GlobalWafers and Apple form new partnership | https://www.digitimes.com/news/a20250807PD242/globalwafers-apple-partnership-manufacturing.html |
| Aug 9, 04:11 | テスラの注文がサムスン・テイラー工場を活性化、OCIは半導体グレードのリン酸生産を拡大する | Tesla orders boost Samsung’s Taylor plant; OCI expands semiconductor-grade phosphoric acid production | https://www.digitimes.com/news/a20250807PD230/samsung-production-materials-plant-tesla.html |
| Aug 9, 04:11 | Dynamicのタイ工場が2025年第4四半期からAIサーバーマザーボードの量産を開始、2026年までにAI関連収益が全体の20%に達すると予測される | Dynamic’s Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026 | https://www.digitimes.com/news/a20250806PD207/dynamic-pcb-revenue-plant-2026.html |
| Aug 9, 04:07 | Winbond、DDR4供給の逼迫を受けて2年間続くDRAM成長サイクルの始まりを示す | Winbond signals start of 2-year DRAM growth cycle as DDR4 supply tightens | https://www.digitimes.com/news/a20250807PD229/ddr4-winbond-growth-dram-revenue.html |
| Aug 9, 04:06 | 輸出の抜け穴を塞ぐために米国がチップ追跡を検討する中、Nvidiaが非難を浴びる | Nvidia under fire as US eyes chip tracking to close export loopholes | https://www.digitimes.com/news/a20250807PD240/nvidia-us-china-trade-war-government-chips-security.html |
| Aug 8 | Intel CEO、スタッフへの書簡でトランプの辞任要求を一蹴 | Intel CEO rebuffs Trump resignation call in staff letter | https://www.digitimes.com/news/a20250808PD239/intel-donald-trump-ceo-manufacturing.html |
| Aug 8 | サムスン、7年ぶりにZ-NANDを再導入し、AIの処理速度を15倍に向上 | Samsung revives Z-NAND after 7 years to supercharge AI with 15x speed gains | https://www.digitimes.com/news/a20250808VL210/samsung-3d-nand-technology-ai.html |
| Aug 8 | 国家安全保障調査中にTSMCの2nm技術が漏洩したが、現状は深刻ではない | TSMC 2nm leaks under national security probe; situation is non-critical for now | https://www.digitimes.com/news/a20250808PD238/tsmc-cybersecurity-2nm-nstc-investigation.html |
| Aug 8 | IntelはGPU中心の手法を覆し、CEOのTanがAIに注力した改革を推進 | Intel breaks from GPU-centric playbook as CEO Tan charts AI-focused overhaul | https://www.digitimes.com/news/a20250805PD215/intel-gpu-software-ai-asic.html |
| Aug 8 | TSMC支援のVisEra、薄型オプティクスと新たな生産能力を活かし、CIS分野での成長チャンスを狙う | TSMC-backed VisEra moves to capture CIS upside with thin-form optics, new capacity | https://www.digitimes.com/news/a20250808PD230/visera-cis-cmos-component-supplier-capacity.html |
| Aug 8 | 中国企業、台湾の技術人材の不正な引き抜き疑惑で調査を受ける | Chinese companies investigated for illegal poaching of Taiwanese tech talent | https://www.digitimes.com/news/a20250808PD229/taiwan-china-talent-investigation.html |
| Aug 8 | M31、為替損で赤字に転落し、2025年下半期にサブ5nmおよびEVチップの成長を期待している | M31 swings to loss on FX hit, bets on sub-5nm and EV chip growth in 2H25 | https://www.digitimes.com/news/a20250807PD212/m31-loss-ip-growth-revenue.html |
| wccftech | |||
| 2025-08-09 | NVIDIAのH20 AIチップ、ジェンセン氏のホワイトハウス訪問後にトランプ政権から中国輸出の「ゴーサイン」を得たと報じられる | NVIDIA’s H20 AI Chips Reportedly See ‘Green Light’ From Trump Administration for Export to China After Jensen’s Recent Visit to The White House | https://wccftech.com/nvidia-h20-ai-chips-reportedly-gets-the-green-light-from-the-trump-administration-for-export-to-china/ |
| 2025-08-09 | TeamGroup X2 MAX 2TBポータブルSSDレビュー ― USBスティックで驚異的な高速性能を実現 | TeamGroup X2 MAX 2TB Portable SSD Review – Blazing Fast Speeds On a USB Stick | https://wccftech.com/review/teamgroup-x2-max-2tb-portable-ssd-review/ |
| 2025-08-09 | IntelのCEOリップ・ブー・タン、トランプ大統領の主張に応え、米国半導体産業への取り組みを再確認するとともに、取締役会との対立疑惑を払拭 | Intel’s CEO Lip-Bu Tan Responds to Claims Made By President Trump, Reaffirms Commitment to the U.S. Chip Industry & Clears Up the Rumors of Conflict with The Board | https://wccftech.com/intel-ceo-lip-bu-tan-responds-to-claims-made-by-president-trump/ |
| 2025-08-09 | AMD、RX 9000 GPU向けにML搭載のFSR Redstoneを発表 ― 優れた映像とパフォーマンスを実現、今年後半にリリース予定、FSR 3.1.4で初期サポート | AMD Announces ML-Powered FSR Redstone To Deliver Superior Visuals And Performance On RX 9000 GPUs; Will Be Released Later This Year As Early Support Added In FSR 3.1.4 | https://wccftech.com/amd-announces-ml-powered-fsr-redstone/ |
| 2025-08-09 | PS4サポートが2026年までに終了する中、ついに本格的なPlayStation 5世代が始まるかもしれない | The PlayStation 5 Generation May Finally Be Starting for Real as PS4 Support Is Set to Wind Down by 2026 | https://wccftech.com/the-playstation-5-generation-may-finally-be-starting-for-real-as-ps4-support-is-set-to-wind-down-by-2026/ |
| 2025-08-09 | 実際に来週北京で人型ロボットのオリンピックが開催され、500台以上のロボットがバスケットボールや格闘競技で対決 | There’s Actually an Olympics for Humanoid Robots Happening in Beijing Next Week, With Over 500 Robots Competing in Various Sports Events, Including Basketball and Fighting Competitions | https://wccftech.com/there-actually-an-olympics-for-humanoid-robots-happening-in-beijing-next-week/ |
| 2025-08-09 | 『Batman: Arkham Knight』、新HDテクスチャパックによって引き続き視覚的に魅力的なゲーム体験を提供 | Batman: Arkham Knight Continues to Be A Visually Stunning Game With New HD Texture Pack | https://wccftech.com/batman-arkham-knight-hd-texture-pack/ |
| 2025-08-08 | Intel Arc Alchemistグラフィックスカードを搭載した構成で『Battlefield 6』のクラッシュ報告が相次ぎ、Intelが調査に着手 | Battlefield 6 Crashing Reports Emerge With Configurations Using Intel Arc Alchemist Graphics Cards; Intel Starts Investigations | https://wccftech.com/battlefield-6-crashing-reports-emerge-with-configurations-using-intel-arc-alchemist-graphics-cards/ |
| 2025-08-08 | 『Disciples: Domination』、ダークファンタジーターン制ストラテジーRPGフランチャイズの新作が2026年に登場 | Disciples: Domination Is a New Installment in the Dark Fantasy Turn Based Strategy RPG Franchise, Will Debut in 2026 | https://wccftech.com/disciples-domination-is-a-new-installment-in-the-dark-fantasy-turn-based-strategy-rpg-franchise-will-debut-in-2026/ |
| 2025-08-08 | Intel、Arc B380を準備中と報じられ、Linuxカーネルに新たなBattlemage PCI IDを追加 | Intel Is Reportedly Preparing Arc B380; Adds New Battlemage PCI ID to Linux Kernel | https://wccftech.com/intel-is-reportedly-preparing-arc-b380-adds-new-battlemage-pci-id-to-linux-kernel/ |
| 2025-08-08 | Take-TwoのCEOは『Mafia: The Old Country』を『素晴らしいプレミアムタイトル』と評価し、2026年の『Judas』をほのめかす | Take-Two CEO Says Mafia: The Old Country Is a ‘Wonderful Premium Title’, Seems to Confirm Judas for 2026 | https://wccftech.com/take-two-ceo-says-mafia-the-old-country-is-a-wonderful-premium-title-seems-to-confirm-judas-for-2026/ |
| 2025-08-08 | AMD Ryzen CPUのデュアルX3Dチップレット搭載モデルは偽造で実際には存在しないとの報道 | AMD Ryzen CPU With Dual X3D Chiplets Is Reportedly Fake And Doesn’t Exist | https://wccftech.com/amd-ryzen-cpu-with-dual-x3d-chiplets-is-reportedly-fake-and-doesnt-exist/ |
| 2025-08-08 | 『Battlefield 6 Beta』の新比較動画が、Battlefield 2042に比べ大幅な破壊メカニクスと物理演算の改善およびPC・コンソールでの堅実なパフォーマンスを強調 | Battlefield 6 Beta New Comparison Video Highlights Significant Destruction Mechanics and Physics Improvements Over Battlefield 2042, Rock Solid Performance on PC and Consoles | https://wccftech.com/battlefield-6-destruction-improvements-battlefield-2042/ |
| 2025-08-08 | Intel CEOリップ・ブー・タンは、米国製造の安全性を主張し社の半導体製造事業を守るために取締役会長フランク・イヤリーと対決したと報じられる | Intel CEO Lip Bu Tan Fought Chairman Frank Yeary To Save Firm’s Chip Manufacturing Business As He Argued For US Manufacturing Security, Says Report | https://wccftech.com/intel-ceo-lip-bu-tan-fought-chairman-frank-yeary-to-save-firms-chip-manufacturing-business-as-he-argued-for-us-manufacturing-security-says-report/ |
| 2025-08-08 | 台湾、地元人材の不正引き抜き疑惑で中国企業12社以上を捜査中 | Taiwan Is Now Investigating Over A Dozen China-Based Companies For Illicitly Poaching Local Talent | https://wccftech.com/taiwan-is-now-investigating-over-a-dozen-china-based-companies-for-illicitly-poaching-local-talent/ |
| 2025-08-08 | 小島秀夫のPhysintは、まだ概念段階に留まっている | Hideo Kojima’s Physint Is Still In The Conceptual Phase | https://wccftech.com/hideo-kojimas-physint-conceptual-phase/ |
| 2025-08-08 | 『Ninja Gaiden 4』が1時間の驚異的な新ゲームプレイを公開、Team NinjaがPlatinumGamesとの提携を説明 | Ninja Gaiden 4 Gets 1 Hour of Stunning New Gameplay; Team Ninja Explains Partnership with PlatinumGames | https://wccftech.com/ninja-gaiden-4-1-hour-new-gameplay-team-ninja-explains-partnership/ |
| 2025-08-08 | PlayStation、ライブサービス推進が順調でないと認めつつ、改善に努めると宣言 | PlayStation Admits Its Live Service Push Isn’t Going Smoothly, But Vows to Do Better | https://wccftech.com/playstation-admits-live-service-push-isnt-going-smoothly/ |
| 2025-08-08 | Teslaは、プロジェクト責任者ピーター・バノンが自身のAIスタートアップを起ち上げコアチームを引き抜いた結果、『野心的な』Dojoスーパーコンピュータ計画を断念したと報じられている | Tesla Has Reportedly Abandoned Its ‘Ambitious’ Dojo Supercomputer Plans as Project Head Peter Bannon Spins Out His Own AI Startup, Taking the Core Team With Him | https://wccftech.com/tesla-has-reportedly-abandoned-its-ambitious-dojo-supercomputer-project/ |
| 2025-08-08 | Nightdive Studiosおよびid Softwareが、PCとコンソール向けに『Heretic+Hexen』という2つの名作FPSのリマスター・コレクションを突如リリース | Nightdive Studios and id Software Shadow Dropped Heretic+Hexen, a Remaster Collection of the Two Magic FPS Classics on PC and Consoles | https://wccftech.com/heretic-hexen-remaster-nightdive-studios-id-software-quakecon-2025/ |
| 2025-08-08 | Apple初代Mac Proは20周年達成まであと1年あるが、かつてのようなアップグレードオプションはなくなったものの、タワーフォームファクターは今なお使用されている | Apple’s First Mac Pro Still Has A Year Remaining Before It Completes Its 20-Year Anniversary, But The Tower Form Factor Is Still Adopted To This Day, Even If It No Longer Offers The Same Upgrade Options | https://wccftech.com/first-mac-pro-is-now-19-years-old/ |
| 2025-08-08 | 小島秀夫のXboxホラーゲーム『OD』は、Microsoftでの複数プロジェクトキャンセルにもかかわらず開発が続行中 | Hideo Kojima’s Xbox Horror Game OD Is Still in Development Amid Multiple Project Cancellations at Microsoft | https://wccftech.com/hideo-kojima-od-xbox-horror-game-still-in-development/ |
| 2025-08-08 | Google Pixel 10の魅力的なインディゴ色リークは、伝統的なブルーに現代的なエッジを加え、永遠の魅力と大胆な現代美学を見事に調和させている | Google Pixel 10’s Striking Indigo Color Leak Channels The Iconic Really Blue Shade With A Contemporary Edge, Merging Timeless Charm And Bold Modern Aesthetics Seamlessly | https://wccftech.com/google-pixel-10s-striking-indigo-color-leak-channels-the-iconic-really-blue-shade/ |
| 2025-08-08 | Appleは、Apple IntelligenceがOpenAIやGoogleと分け合うためには、まず内部のリーダーシップと構造的問題を解決する必要がある | Apple Must Resolve Internal Leadership And Structural Issues Before Apple Intelligence Can Compete With AI Giants Like OpenAI And Google | https://wccftech.com/internal-issues-threaten-apple-intelligence-progress-talent-exits/ |
| 2025-08-08 | OpenAIが全てのChatGPTユーザー向けにGPT-5をリリース、サム・アルトマンはそれを執筆、コーディング、人間レベルの推論において最高のモデルと賞賛 | OpenAI Rolls Out GPT-5 To All ChatGPT Users As Sam Altman Hails It The Best Model Ever For Writing, Coding, And Human-Level Reasoning | https://wccftech.com/openai-rolls-out-gpt-5-to-all-chatgpt-users-as-sam-altman-hails-it-the-best-model-ever/ |
| 2025-08-08 | Microsoftは、Avalanche Studioによるオープンワールド協力プレイゲーム『Contraband』の開発を停止した（更新情報あり） | Microsoft has Stopped Development on Avalanche Studio’s Open-World Co-Op Game Contraband [Updated] | https://wccftech.com/microsoft-reportedly-stopped-contraband-development-avalanche-studios/ |
| 2025-08-08 | かつて『栄光の』と称されたが、現在は必死のIntelの今後は？ トランプの反対、低迷する業績、TSMC買収の噂が浮上し、復活は容易ではないが不可能ではない | What’s Next for the Once-‘Glorified,’ Now Desperate Intel? Trump’s Opposition, Sluggish Business, and TSMC Acquisition Rumors Make a Comeback Much Harder, But Not Impossible | https://wccftech.com/whats-next-for-the-once-glorified-now-desperate-intel/ |
| 2025-08-08 | Sonyの幹部が、PlayStationがハードウェア事業からプラットフォーム事業へ移行していることを確認 | Sony Executive Confirms That PlayStation Is Moving Away from the Hardware Business Toward a Platform Business | https://wccftech.com/sony-executive-confirms-playstation-moving-platform-business/ |
| 2025-08-08 | 『Battlefield 6 Beta』がSteamでの同時接続プレイヤー数で、Battlefield 2042の史上最高記録を超え、30万人以上が同時にプレイ | The Battlefield 6 Beta has Surpassed Battlefield 2042’s Highest All-Time Concurrent Player Count on Steam with Over 300K Concurrent Players | https://wccftech.com/battlefield-6-beta-surpassed-battlefield-2042-all-time-concurrent-player-count-steam/ |
| 2025-08-08 | Raja KoduriがGPUビジネスに復帰、新スタートアップOxmiq Labsを発表し、世界クラスのGPUおよびAIアーキテクトによる合計500年の経験を結集 | Raja Koduri Is Back In The GPU Business, Unveils New Startup, Oxmiq Labs, Bringing 500 Years Of Combined Experience Via World-Class GPU & AI Architects | https://wccftech.com/raja-koduri-unveils-his-new-gpu-startup-oxmiq-labs/ |
| 2025-08-08 | Shuntによって改造されたエア冷却RTX 5090が3DMarkテストでトップランクを獲得、電力制限の引き上げがエア冷却での世界クラスのスコア達成に寄与 | Shunt Modded Air-Cooled RTX 5090 Achieves Top Rankings In 3DMark Tests; Power Limit Increase Helped Overclocker Achieve World-Class Scores Using Air Cooling | https://wccftech.com/shunt-modded-air-cooled-rtx-5090-achieves-top-rankings-in-3dmark-tests/ |
| 2025-08-08 | 『Metal Gear Solid V: The Phantom Pain』の新MODが、斬新な協力プレイモードを導入 | Metal Gear Solid V: The Phantom Pain New Mod Introduces a Cool Co-Op Mode | https://wccftech.com/metal-gear-solid-v-the-phantom-pain-co-op-mod/ |
| 日経 Tech Foresight | |||
| 2025-08-08 | 東芝、パワー半導体「最後は規模」 GaNも競争激しく | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC075QB0X00C25A8000000 | |
| 2025-08-08 | 【特許】ミコセラミックス、ウエハー支持材を長寿命に | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC041ZL0U5A800C2000000 | |
| マイナビニュース テックプラス | |||
| 2025-08-08 | サンディスクとSK hynix、HBFメモリテクノロジー仕様の標準化に向けて協業 | https://news.mynavi.jp/techplus/article/20250808-3401163/ | |
| 2025-08-08 | eSOLが京都マイクロコンピュータを子会社化、事業はそのまま継続 | https://news.mynavi.jp/techplus/article/20250808-3400984/ | |
| 2025-08-08 | AMDの2025年第2四半期決算は売上高が過去最高を記録も10四半期ぶりの営業赤字を計上 | https://news.mynavi.jp/techplus/article/20250808-3400966/ | |
| 2025-08-08 | 半導体に100%の関税、トランプ政権発表 米国の地政学的な狙いとは? | https://news.mynavi.jp/techplus/article/20250808-3400588/ | |
| 2025-08-08 | 吉川明日論の半導体放談 第347回 TSMCの魏哲家CEOがSIAのロバート・ノイス賞を受賞、米国半導体業界に受け入れられたTSMC | https://news.mynavi.jp/techplus/article/semicon-347/ | |
| TrendForce | |||
| 2025-08-08 | 台湾の南亞科技とEtronがNT$500Mの合弁会社を設立、エッジAI向けカスタムHBMを開発 | Taiwan’s Nanya Tech and Etron Form NT$500M JV to Develop Custom HBM for Edge AI | https://www.trendforce.com/news/2025/08/08/news-taiwans-nanya-tech-and-etron-form-nt500m-jv-to-develop-custom-hbm-for-edge-ai/ |
| 2025-08-08 | 2025年、中国の半導体合併推進が停滞、8件の取引が崩壊と報じられる | China’s Chip Merger Push Reportedly Stalls as 8 Deals Collapse in 2025 | https://www.trendforce.com/news/2025/08/08/news-chinas-chip-merger-push-reportedly-stalls-as-8-deals-collapse-in-2025/ |
| 2025-08-08 | SMICと華虹半導体、2025年第2四半期の稼働率が好調を報告；トランプ氏の関税影響は限定的と予想 | SMIC, Hua Hong Report Strong Q2 Utilization; Trump Tariff Impact Expected to Be Limited | https://www.trendforce.com/news/2025/08/08/news-smic-hua-hong-report-strong-q2-utilization-trump-tariff-impact-expected-to-be-limited/ |
| 2025-08-08 | トランプ氏、CEOリップ・ブー・タンの解任を要求 ― 米国製造業の対立とインテルの今後に注目 | Trump Demands CEO Lip-Bu Tan’s Ouster — Focus on U.S. Manufacturing Rift and Intel’s Future | https://www.trendforce.com/news/2025/08/08/news-trump-demands-ceo-lip-bu-tans-ouster-spotlight-on-u-s-manufacturing-rift-and-intels-next-steps/ |
| 2025-08-08 | Oriental Materials社のリソグラフィーマシンの社内開発核心部品、SMICによって認証される | Oriental Materials’ In-House Core Components of Lithographic Machine Validated by SMIC | https://www.trendforce.com/news/2025/08/08/news-oriental-materials-in-house-core-components-of-lithographic-machine-validated-by-smic/ |
| Semiconductor Digest | |||
| 6 hours ago | グローバルファウンドリーズ、Appleとの提携を拡大 | GlobalFoundries Expands Partnership with Apple | https://www.semiconductor-digest.com/globalfoundries-expands-partnership-with-apple/ |
| 6 hours ago | DEEPXとBaidu、AIエコシステムのパートナーシップを構築 | DEEPX and Baidu Form AI Ecosystem Partnership | https://www.semiconductor-digest.com/deepx-and-baidu-form-ai-ecosystem-partnership/ |
| 6 hours ago | 石黒浩教授、SEMICON Taiwan 2025にてヒューマノイドロボットが社会をどのように変革するかを語る | Prof. Hiroshi Ishiguro to Share How Humanoid Robotics Will Reshape Society at SEMICON Taiwan 2025 | https://www.semiconductor-digest.com/prof-hiroshi-ishiguro-to-share-how-humanoid-robotics-will-reshape-society-at-semicon-taiwan-2025/ |
| 7 hours ago | 二重機能有機分子、ディスプレイ技術と医療画像技術の進展に寄与する可能性 | Dual-Function Organic Molecule May Advance Display Technologies and Medical Imaging | https://www.semiconductor-digest.com/dual-function-organic-molecule-may-advance-display-technologies-and-medical-imaging/ |
| 7 hours ago | Sivers Semiconductors、CFOにHeine Thorsgaard氏の就任を発表 | Sivers Semiconductors Announces the Appointment of Heine Thorsgaard as CFO | https://www.semiconductor-digest.com/sivers-semiconductors-announces-the-appointment-of-heine-thorsgaard-as-cfo/ |
| 日本経済新聞 | |||
| 2025-08-09 | NYダウ、反発し206ドル高 ウクライナ停戦協議への期待が支え | https://www.nikkei.com/article/DGXZQOFL0900T0Z00C25A8000000/ | |
| 2025-08-09 | ｢AIの未来」予測する調査会社がAIリスクで株安 怠れない銘柄選別 | https://www.nikkei.com/article/DGXZQOFL08D8V0Y5A800C2000000/ | |
| 2025-08-09 | 米国株、ダウ反発し206ドル高 FRBの利下げ観測で ウクライナ停戦協議に期待 | https://www.nikkei.com/article/DGXZQOFL090150Z00C25A8000000/ | |
| 2025-08-09 | インテルCEO「過去の役割で誤情報」 トランプ氏の辞任要求で声明 | https://www.nikkei.com/article/DGXZQOGN08DDN0Y5A800C2000000/ | |
| 2025-08-09 | 技術がもたらす希望と危険 Nikkei Asia注目記事 | https://www.nikkei.com/article/DGXZQOCB285RN0Y5A720C2000000/ | |
| 2025-08-09 | テスラ、自動運転向けスパコンの開発チーム解散 米報道 | https://www.nikkei.com/article/DGXZQOGN08C3Z0Y5A800C2000000/ | |
| 2025-08-09 | インテル、「親中国CEO」が経営リスクに トランプ氏が辞任要求 | https://www.nikkei.com/article/DGXZQOGN07DOP0X00C25A8000000/ | |
| 2025-08-09 | 台湾の1〜7月輸出先、米国が26年ぶり首位 中国を逆転 | https://www.nikkei.com/article/DGXZQOGM07AXD0X00C25A8000000/ | |
| 2025-08-09 | 中国ヒト型ロボが急成長 モデル数で米国圧倒、EVの供給網が強みに | https://www.nikkei.com/article/DGXZQOGM05A6T0V00C25A8000000/ | |
| 2025-08-09 | 東レの純利益36%減 4〜6月、市況悪化で化学大手6社が減益 | https://www.nikkei.com/article/DGXZQOTG049QN0U5A800C2000000/ | |
| ダイヤモンドオンライン | |||
| Tom’s Hardware | |||
| 2025-08-09 00:02 | AMD FSR 3.1.4 アップデートで画像品質が向上、将来の開発者統合が容易に | AMD FSR 3.1.4 update improves image quality, eases future developer integrations | https://www.tomshardware.com/pc-components/gpus/amd-fsr-3-1-4-update-lays-a-redstone-foundation-new-version-improves-image-quality-eases-future-developer-integrations |
| 2025-08-08 23:30 | Microsoft、コンシューマー向け拡張セキュリティアップデートを利用する場合はローカルのWindows 10アカウントを許可しなくなりました | Microsoft no longer permits local Windows 10 accounts if you want Consumer Extended Security Updates | https://www.tomshardware.com/software/windows/microsoft-no-longer-permits-local-windows-10-accounts-if-you-want-consumer-extended-security-updates-support-beyond-eol-requires-a-microsoft-account-link-up-even-if-you-pay-usd30 |
| 2025-08-08 23:04 | インテルCEOリップ・ブー・タン、手紙でトランプの主張に反論：「私は常に最高の法的・倫理基準の下で行動してきました」 | Intel CEO Lip-Bu Tan responds to Trump allegations in letter: ‘I have always operated within the highest legal and ethical standards’ | https://www.tomshardware.com/pc-components/cpus/intel-ceo-lip-bu-tan-responds-to-trump-allegations-in-letter-i-have-always-operated-within-the-highest-legal-and-ethical-standards |
| 2025-08-08 21:58 | Google、Chromebook向けのSteamベータ版を2026年に終了 | Google to kill Steam for Chromebook beta in 2026 | https://www.tomshardware.com/software/chromeos/google-to-kill-steam-for-chromebook-beta-in-2026-installed-games-will-no-longer-be-available-to-play |
| 2025-08-08 21:54 | Silicon Motion、新デバイスを発表：PCIe 6.0 SSD、256 TBおよび512 TBドライブ、次世代16K LDPC | Silicon Motion announces new devices: PCIe 6.0 SSDs, 256 / 512 TB drives, and next-gen 16K LDPC | https://www.tomshardware.com/pc-components/ssds/silicon-motion-announces-new-devices-at-future-of-memory-and-storage-summit-2025-pcie-6-0-ssds-256-512-tb-drives-and-next-gen-16k-ldpc |
| TechPowerup | |||
| 2025-08-08T15:57:19+00:00 | Lenovo IdeaPad Slim 3 15AHP10 レビュー – 強力なCPUを搭載しながら完璧ではないデイリードライバー | Lenovo IdeaPad Slim 3 15AHP10 Review – The Imperfect Daily Driver with a Powerful CPU | https://www.techpowerup.com/review/lenovo-ideapad-slim-3-15ahp10/ |
| 2025-08-08T15:00:47+00:00 | マフィア: ザ・オールドカントリーが世界中で利用可能に | Mafia: The Old Country Now Available Worldwide | https://www.techpowerup.com/339757/mafia-the-old-country-now-available-worldwide |
| 2025-08-08T14:36:54+00:00 | 月額料金とおさらば—Microsoft Office for Life がたった 49.97 ドルで提供 | Ditch the Monthly 365 Fees—Microsoft Office for Life is Just $49.97 | https://www.techpowerup.com/339732/ditch-the-monthly-365-fees-microsoft-office-for-life-is-just-usd-49-97 |
| 2025-08-08T14:13:01+00:00 | Thermal Grizzly、正式に der8enchtable を発表 | Thermal Grizzly Officially Launches der8enchtable | https://www.techpowerup.com/339756/thermal-grizzly-officially-launches-der8enchtable |
| 2025-08-08T14:10:17+00:00 | Silicon Motion、初のコンシューマ向け PCIe 6.0 NVMe SSD コントローラーの詳細を公開 | Silicon Motion Details its First Consumer PCIe 6.0 NVMe SSD Controller | https://www.techpowerup.com/339755/silicon-motion-details-its-first-consumer-pcie-6-0-nvme-ssd-controller |
| 2025-08-08T13:59:17+00:00 | ASUS と Noctua、ASUS GeForce RTX 5080 Noctua エディション グラフィックスカードを発表 | ASUS and Noctua Announce ASUS GeForce RTX 5080 Noctua Edition Graphics Card | https://www.techpowerup.com/339754/asus-and-noctua-announce-asus-geforce-rtx-5080-noctua-edition-graphics-card |
| 2025-08-08T13:35:55+00:00 | Thermalright HR-10 PRO SSD ヒートシンクシリーズに ARGB デジタルディスプレイを搭載 | Thermalright HR-10 PRO SSD Heatsink Series Now Include ARGB Digital Display | https://www.techpowerup.com/339752/thermalright-hr-10-pro-ssd-heatsink-series-now-include-argb-digital-display |
| 2025-08-08T11:23:51+00:00 | FMS 2025: SK hynix、革新的テクノロジーショーケースで AI とストレージの未来を提示 | FMS 2025: SK hynix Presents Future of AI and Storage Through Innovative Tech Showcase | https://www.techpowerup.com/339750/fms-2025-sk-hynix-presents-future-of-ai-and-storage-through-innovative-tech-showcase |
| 2025-08-08T09:12:07+00:00 | G.SKILL DDR5 R-DIMM、Threadripper PRO 9985WX と共に DDR5-8400 CL38 256GB（8x32GB）のオーバークロックを実現 | G.SKILL DDR5 R-DIMM Achieves DDR5-8400 CL38 256GB (8x32GB) Overclock with Threadripper PRO 9985WX | https://www.techpowerup.com/339748/g-skill-ddr5-r-dimm-achieves-ddr5-8400-cl38-256gb-8x32gb-overclock-with-threadripper-pro-9985wx |
| 2025-08-08T08:19:22+00:00 | ASUS、AMD Ryzen AI 7 PRO 搭載の ExpertBook P3 を発表 | ASUS Announces ExpertBook P3 with AMD Ryzen AI 7 PRO | https://www.techpowerup.com/339747/asus-announces-expertbook-p3-with-amd-ryzen-ai-7-pro |
| EETimes Taiwan | |||
| 2025-08-08 | モジュラー設計によって消費財の修理性が向上 | 模組化設計提升消費性產品可維修性 | https://www.eettaiwan.com/20250808nt61-modular-design-resurrects-consumer-repairability/ |
| 2025-08-08 | 「ABC」技術がコンピューティングの未来を牽引 2025 VLSI Design/CADが華々しく登場 | 「ABC」技術驅動運算未來 2025 VLSI Design/CAD盛大登場 | https://www.eettaiwan.com/20250808nt11-abc-driven-computing-takes-center-stage-as-2025-vlsi-design-cad-kicks-off/ |
| 2025-08-08 | Computex 2025：どのようにして「AI Next」を実現するか？ | Computex 2025：如何實現「AI Next」？ | https://www.eettaiwan.com/20250808nt31-computex-2025-ai-next/ |
| 2025-08-08 | 第3四半期のNANDフラッシュ契約価格は季ごとに5～10%上昇すると予測される | 預估第三季NAND Flash合約價季增5~10% | https://www.eettaiwan.com/20250808nt21-q3-nand-flash-contract-price-forecast/ |
| EETimes Asia | |||
| EETimes India | |||
| ZDNET Korea | |||
| 2025-08-09 | “ハーレーダビッドソンが800万円？”…エントリーモデルを発売するハーレー、売れるだろうか | “할리데이비슨이 800만원?”…엔트리급 모델 출시하는 할리, 잘 팔릴까 | https://www.zdnet.co.kr/20250808215431” title=” |
| 2025-08-09 | サムスン・アップルが注目する核心のOLED素材…SKトリケムも実用化を推進 | 삼성·애플이 주목하는 핵심 OLED 소재…SK트리켐도 상용화 추진 | https://www.zdnet.co.kr/20250808160529” title=” |
| 2025-08-09 | 太陽光反射板で小惑星を探す [宇宙へ行く] | 태양광 반사판으로 소행성 찾는다 [우주로 간다] | https://www.zdnet.co.kr/20250808171338” title=” |
| 2025-08-09 | ネイバーアプリの2番目のタブが「トゥデイ」に変わる…「関心事に基づく探索を強化」 | 네이버앱 두 번째 탭, ‘투데이’로 바뀐다…”관심사 기반 탐색 강화” | https://www.zdnet.co.kr/20250808183410” title=” |
| 2025-08-09 | プレミアムバーガーの全盛時代は終わり？…拡大に『赤信号』 | 프리미엄 버거 전성시대 끝?…확장에 ‘빨간불’ | https://www.zdnet.co.kr/20250808172342” title=” |
| 2025-08-09 | 中国チャイナモバイル、5G加入者5億9900万人を確保 | 中 차이나모바일, 5G 가입자 5억9900만명 확보 | https://www.zdnet.co.kr/20250809082220” title=” |
| 2025-08-09 | “AIが核兵器を制御するのは時間の問題” | “AI가 핵무기 통제하는 건 시간 문제” | https://www.zdnet.co.kr/20250809062909” title=” |
| 2025-08-09 | 国内格安携帯回線が1千万を突破 | 국내 알뜰폰 회선 1천만 넘었다 | https://www.zdnet.co.kr/20250809080657” title=” |
| 2025-08-09 | [訃報] キム・ミヨン 韓独社社長 父上逝去 | [부음] 김미연 한독 사장 부친상 | https://www.zdnet.co.kr/20250809080424” title=” |
| 2025-08-09 | 放送映像で2万1000時間の高品質AI学習用データを構築 | 방송영상으로 2만1000시간 고품질 AI 학습용 데이터 구축 | https://www.zdnet.co.kr/20250809074018” title=” |
| 2025-08-09 | “建設現場にもロボットが？”…’着々’とレンガを積むロボット登場 | “건설 현장에도 로봇이?”…’착착’ 벽돌 쌓는 로봇 등장 | https://www.zdnet.co.kr/20250808151715” title=” |
| 2025-08-08 | チャットGPTの影響で人々の話し方が変わっている…日常会話で『この単語』の使用が急増 | 챗GPT 때문에 사람들 말투 바뀌고 있다…일상 대화에서 ‘이 단어’ 사용 급증 | https://www.zdnet.co.kr/20250808211801” title=” |
| 2025-08-08 | ロッテケミカル 「景気の反転の兆しはまだ…収益性改善を継続的に推進」 | 롯데케미칼 “업황 반등 기미 아직…수익성 개선 지속 추진” | https://www.zdnet.co.kr/20250808183935” title=” |
| 2025-08-08 | ク・ヒョッチェ1次官 「量子がAIの電力消費・演算量の限界克服の鍵」 | 구혁채 1차관 “양자가 AI 전력소모·연산량 한계 극복 열쇠” | https://www.zdnet.co.kr/20250808201043” title=” |
| 2025-08-08 | 裁判所、ヨンポン硫酸取扱代理の仮処分を棄却…高麗亜鉛の勝訴 | 법원, 영풍 황산 취급대행 가처분 기각…고려아연 승소 | https://www.zdnet.co.kr/20250808193708” title=” |
| 2025-08-08 | ジーマーケット、スマイルペイ決済事業を分割…『スマイル페イ먼츠』設立 | 지마켓, 스마일페이 결제사업 분할…’스마일페이먼츠’ 설립 | https://www.zdnet.co.kr/20250808185058” title=” |
| 2025-08-08 | ヤンヤンサーフビーチに現れた『韓国タイヤ』…「タイヤチューブを借りてください」 | 양양 서피비치에 나타난 ‘한국타이어’…”타이어 튜브 빌려가세요” | https://www.zdnet.co.kr/20250808184631” title=” |
| 2025-08-08 | アイオンキュー・ディ웨이ヴ、2四半期の売上上昇にも関わらず株価が同時に下落…なぜ？ | 아이온큐·디웨이브, 2분기 매출 상승에도 주가 동반 하락…왜? | https://www.zdnet.co.kr/20250808154024” title=” |
| 2025-08-08 | ヨチョンNCC、倒産危機…ハンファ「DL側のワークアウトを強行」主張 | 여천NCC 부도 위기…한화 “DL 측 워크아웃 강행” 주장 | https://www.zdnet.co.kr/20250808180806” title=” |
| 中央日報 | |||
| 2025-08-09 | 亀裂が浮上するNVIDIA『AI GPU』の躍進…「AMD製品の性能、劣らない」 | 균열 생기는 엔비디아 ‘AI GPU’ 아성…“AMD 제품 성능, 밀리지 않아” | https://www.joongang.co.kr/article/25357814 |
| 2025-08-09 | 2030年世界1位を狙う…中国、『ファウンドリ覇権』を疾走 | 2030년 세계 1위 정조준…중국 ‘파운드리 패권’ 질주 | https://www.joongang.co.kr/article/25357813 |
| 2025-08-09 | 共産党政策の方向性を読む感覚が卓越、収益共有によって愛社心を育てる | 공산당 정책방향 읽는 감각 탁월, 수익 공유로 애사심 키워 | https://www.joongang.co.kr/article/25357771 |
| 2025-08-09 | M7、数十兆ウォン規模のAI投資競争…MS・メ타が『好調』、テスラが『不調』 | M7, 수십조원 AI 투자 경쟁…MS·메타 ‘맑음’ 테슬라 ‘흐림’ | https://www.joongang.co.kr/article/25357768 |
| BAIDU | |||
| 昨天17:35 | 100%の半導体関税を回避するには？米国商務長官が条件を提示 | 100%半导体关税如何避免?美商务部长列出条件 | https://baijiahao.baidu.com/s?id=1839880960354925103&wfr=spider&for=pc |
| 4小时前 | 半導体市場が回復を続け、複数のA株企業が半期決算で増収を予想 | 半导体市场继续复苏 多家A股公司半年报预增 | https://baijiahao.baidu.com/s?id=1839919964897565877&wfr=spider&for=pc |
| 昨天20:23 | 緑通科技：大摩半導体は半導体前工程用の量検査装置ソリューションのサプライヤー | 绿通科技:大摩半导体是半导体前道量检测设备解决方案供应商 | https://baijiahao.baidu.com/s?id=1839889942335844312&wfr=spider&for=pc |
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| 昨天23:30 | フィリピン業界は、米国が輸入半導体に対して100%の関税を課す計画に深い懸念を表明 | 菲律宾业界对美拟征收进口半导体100%关税深表担忧 | https://baijiahao.baidu.com/s?id=1839901783690295372&wfr=spider&for=pc |
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