Semiconductor News 20250829

TOC

Main News

  1. TSMC 2nm Technology Theft Case: Taiwanese prosecutors have charged three individuals with stealing TSMC’s 2nm core technology for use overseas. They could face up to 14 years in prison. Tokyo Electron (TEL) has announced that no data was leaked from its own company after the indictment of the former employees. This is an important case that illustrates the intensity of intellectual property protection and competition in the semiconductor industry.
  2. CHINA TO EXPAND AI CHIP PRODUCTION DRAMATICALLY: China plans to triple its AI chip production by 2026, establishing three factories for Huawei and reducing its dependence on NVIDIA. This demonstrates China’s strong commitment to domestic semiconductor self-sufficiency and strategic independence in the AI field.
  3. TSMC Moves Up Construction of 1.4nm Fab: TSMC is reportedly preparing to build its first 1.4nm process production facility ahead of schedule. The initial investment could reach up to $49 billion, and the company is aiming for pilot production in 2027. This indicates TSMC’s aggressive stance in the development of next-generation semiconductor technology.
  4. Intel Receives Massive CHIPS Act Grant to Boost Foundry: Intel has received a $5.7 billion grant from the CHIPS Act under an agreement with the Trump administration. The company has announced a major investment in its foundry division, and the U.S. government has indicated that it does not want to sell Intel’s foundry business. This reflects a national commitment to strengthening the semiconductor supply chain.
  5. Samsung’ s 2nm process will determine the fate of its foundry business: Industry insiders believe that the success of Samsung’s cutting-edge foundry business will be determined by its second-generation 2nm process. Samsung is reportedly considering investing in Intel’s packaging technology and partnering on glass substrates to compete with TSMC, suggesting increased competition.
  6. NVIDIA Struggles with China Market Challenges and Growth Risk: NVIDIA Struggles to Sell H20 AI GPUs in China, While CEO Reveals Discussions with Trump Administration on Sales of Latest Blackwell Design GPUs NVIDIA’s fiscal year 2026 Q2 results showed record revenue and net profit both hit record highs, but growth reached a two-year low, indicating that uncertainty in the Chinese market may impact future prospects.
  7. SK hynix starts supplying mobile DRAM with 3.5 times better thermal conductivity: SK hynix has started supplying mobile DRAM with 3.5 times better thermal conductivity than conventional DRAM. This will help solve the problem of performance degradation (throttling) in on-device AI applications and improve the performance of AI devices. This is an important innovation for the mobile AI market.
  8. Google Unveils Ironwood, a New TPU with 9,216 Integrated Chips: Google has unveiled Ironwood, a new TPU with 9,216 integrated chips that delivers a significant increase in computing power. This represents a dramatic enhancement to Google’s AI infrastructure, enabling the development of more advanced AI applications.
  9. Intel’s Director of Advanced Packaging Leaves: Intel’s Director of Advanced Packaging has left the company for Analog Devices. This is a key executive departure for Intel and could impact the company’s advanced packaging strategy and technology development in its foundry business.
  10. Micron to Strengthen DRAM Supply with Samsung and End DDR4 Production: Micron’s CEO reportedly met with Samsung’s MX division head to strengthen the company’s DRAM supply structure for the Galaxy. In addition, Micron’s plan to end DDR4 production signals a technology transition and market shift in the storage industry.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Aug 28台湾で前従業員がTSMCの2nm技術窃盗容疑で起訴された後、TELはデータ漏洩はなかったと発表TEL says no data leak after ex-employee indicted in Taiwan for alleged TSMC 2nm tech thefthttps://www.digitimes.com/news/a20250828VL208/taiwan-legal-tsmc-2nm-tokyo-electron.html
Aug 28米国、CHIPS法の下で半導体メーカーへの株式取得を検討も、Nvidiaは対象外US weighs equity stakes in chipmakers under CHIPS Act, but Nvidia off the tablehttps://www.digitimes.com/news/a20250828PD235/usa-chips-act-subsidies-nvidia-intel.html
Aug 28報道によると、MicronのCEOがSamsungのMX部門長と会談し、Galaxy向けDRAM供給体制を強化Micron CEO reportedly meets Samsung’s MX division head, bolstering grip on Galaxy’s DRAM supplyhttps://www.digitimes.com/news/a20250828PD209/micron-samsung-galaxy-dram-lpddr5.html
Aug 28CoWoPパッケージング、TSMCのCoWoSに挑戦し、AIチップのCoPoSに圧力をかけるCoWoP packaging takes on TSMC’s CoWoS, pressures CoPoS in AI chipshttps://www.digitimes.com/news/a20250828PD211/tsmc-cowos-chips-packaging-pcb.html
Aug 28METIとの協議後、Yageoは芝浦買収の承認に自信を見せるYageo confident of Shibaura acquisition approval after METI discussionshttps://www.digitimes.com/news/a20250828VL207/yageo-acquisition-2025-security-development.html
Aug 29, 06:59報道によると、中国は2026年までにAIチップ生産を3倍に拡大し、Huawei向けに3つのファブを設置する計画China reportedly plans to triple AI chip output by 2026, with 3 fabs for Huaweihttps://www.digitimes.com/news/a20250828PD237/2026-ai-chip-huawei-production-chips.html
Aug 29, 06:56AI需要と政府支援が中国の半導体躍進を促すAI demand and state backing lift China’s semiconductor rallyhttps://www.digitimes.com/news/a20250828VL210/china-ai-policy-growth-revenue.html
Aug 29, 06:50NvidiaとGoogleがAI推論で利益を上げる一方、AMDは損失を記録Nvidia and Google cash in on AI inference as AMD racks up losseshttps://www.digitimes.com/news/a20250827PD219/ai-inference-nvidia-google-amd.html
Aug 29, 06:47Everlight Chemical、半導体材料に賭けるEverlight Chemical banks on semiconductor materialshttps://www.digitimes.com/news/a20250827PD235/everlight-2025-revenue-demand-outlook.html
Aug 29, 06:46LutnickがTSMCへ:バイデンの65億ドルのチップ助成金でただ乗りは認めないLutnick to TSMC: no free ride on Biden’s US$6.5B chip granthttps://www.digitimes.com/news/a20250827PD242/tsmc-chips-act-usa-government-subsidies.html
Aug 28Windows 10廃止でPCアップグレード需要が急増、シリコンモーションがPCIe Gen5生産を加速Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PC upgrade surgehttps://www.digitimes.com/news/a20250826PD216/silicon-motion-pcie-pc-nand-production.html
Aug 28Googleの新型TPU Ironwood、9,216個のチップを統合して計算能力を飛躍的に向上Google’s new TPU Ironwood delivers leap in computing power, integrating 9,216 chipshttps://www.digitimes.com/news/a20250828PD227/google-tpu-ai-chips-infrastructure-2025.html
Aug 28Youngwoo DSP、Samsung Display Vietnamとのディスプレイ機器契約を獲得Youngwoo DSP secures display equipment contract with Samsung Display Vietnamhttps://www.digitimes.com/news/a20250828PD210/sdc-vietnam-inspection-equipment.html
Aug 28日本、旧世代半導体およびLCD生産のインド移管を推進すると見込まれるJapan expected to advance legacy semiconductor, LCD production transfer to Indiahttps://www.digitimes.com/news/a20250828VL209/japan-india-lcd-manufacturing-mature-process.html
Aug 28TSMCを筆頭とする台湾のハイテク企業、事業強化と為替リスク管理のためグローバル投資を推進Taiwanese tech firms, led by TSMC, pursue global investments to enhance operations and manage currency riskshttps://www.digitimes.com/news/a20250828VL206/taiwan-tsmc-subsidiary-investment.html
Aug 28台湾検察、TSMCの海外使用を目的とした営業秘密窃盗容疑で3人を起訴Taiwan prosecutors indict three over TSMC trade secret theft for overseas usehttps://www.digitimes.com/news/a20250828VL205/taiwan-tsmc-tel-equipment-legal-investigation.html
wccftech
2025-08-29Apple、iPhone 17シリーズ向けに革新的な携帯方法を実現する磁気クロスボディストラップを開発中Apple Is Working On A Magnetic Crossbody Strap For The iPhone 17 Lineup, Offering An Innovative New Way To Carry Your Device Securelyhttps://wccftech.com/iphone-17-magnetic-crossbody-strap-leak/
2025-08-29サムスンの最先端ファウンドリ事業の成功か失敗かは、次世代2nmプロセスによって決まるとインサイダーが語るSamsung’s Success Or Failure In The Cutting-Edge Foundry Business Will Be Determined By Its Second-Generation 2nm Process, Says Insiderhttps://wccftech.com/samsung-second-generation-2nm-process-determines-its-success-or-failure/
2025-08-29Techland、BTS開発ブログで『Dying Light: The Beast』の開発に踏み切るTechland Delves Into Creating Dying Light: The Beast in new BTS Dev Bloghttps://wccftech.com/techland-bts-creating-dying-light-the-beast-road-to-launch/
2025-08-29『Ghost of Yōtei』はすでにゴールド盤認定を達成Ghost of Yōtei Has Already Gone Goldhttps://wccftech.com/ghost-of-yotei-has-already-gone-gold/
2025-08-29Intel、トランプ大統領との合意の下、CHIPS法による57億ドルの補助金を受け取り、一方ブルーチームはファウンドリ部門に大きく賭けるIntel Receives $5.7 Billion in CHIPS Act Grants Under the Deal With President Trump as Team Blue Bets Big on Its Foundry Divisionhttps://wccftech.com/intel-receives-5-7-billion-in-chips-act-grants-under-a-deal-with-president-trump/
2025-08-29450人のDiablo開発者がCWA加盟に賛成する投票を実施450 Diablo Developers Vote In Favor of Unionizing Under the CWAhttps://wccftech.com/450-diablo-developers-vote-in-favor-unionizing-cwa/
2025-08-29Elder Scrolls Online Gamescom 2025質疑応答:ZOSが語るリーダーシップの変化、30年にわたるゲーム維持の秘訣、そしてあの不運な出来事Elder Scrolls Online Gamescom 2025 Q&A – ZOS on Leadership Change, Keeping the Game Alive for 30 Years, and That Unfortunate Thinghttps://wccftech.com/elder-scrolls-online-qa-zos-leadership-change-game-alive-30-years-unfortunate-thing/
2025-08-29Bloober Team、任天堂をホラーの拠点にするという未来へのビジョンと希望を示すBloober Team Has Hopes and “Vision for the Future” Of Making Nintendo a Home for Horrorhttps://wccftech.com/bloober-team-visions-for-the-future-nintendo-home-for-horror-nintendo-switch-2/
2025-08-29NVIDIA、シンガポールで過去最高の収益を記録し、米国に次ぐ収益国となるも、同国は真の消費市場ではなく中継拠点に過ぎないNVIDIA’s Singapore Revenue Hits Record High, Now Second to the U.S., Though the Nation Remains a ‘Transshipment Hub’ & Not a True Consumer Markethttps://wccftech.com/nvidia-singapore-revenue-hits-record-high-now-second-to-the-us/
2025-08-29レポートによると、DLSSスワッパーを使えば手動DLL差し替えでFSR 3.1をFSR 4に置き換えが可能DLSS Swapper Reportedly Allows Replacing FSR 3.1 With FSR 4 Through Manual DLL Swaphttps://wccftech.com/dlss-swapper-reportedly-allows-replacing-fsr-3-1-with-fsr-4-through-manual-dll-swap/
2025-08-29Warhammer 40K: Space Marine 2の第2年目ロードマップに、新たなプレイアブルクラス、ゲームモード、ミッションなどが盛り込まれるWarhammer 40K Space Marine 2 Year 2 Roadmap Includes New Playable Class, New Game Modes, Missions, and Morehttps://wccftech.com/warhammer-40k-space-marine-2-year-2-roadmap/
2025-08-29Verizon、カスタマイズ可能な『My Biz Plan』促進のためビジネスプラン価格を引き上げ、一部利用者に不安もVerizon Raises Business Plan Prices To Promote Customizable My Biz Plan, Leaving Some Users Unsure About The Changehttps://wccftech.com/verizon-raises-business-plan-prices-to-promote-my-biz-customizable-plans-leaving-some-users-unsure-about-the-change/
2025-08-29Microsoftの2名が、社長ブラッド・スミス室でのAzureパートナーシップに対する座り込み抗議後、重大な規定違反を理由に解雇されるTwo Microsoft Employees Fired For Serious Policy Violations After Sit-In Protest Over Azure Partnerships In President Brad Smith’s Officehttps://wccftech.com/two-microsoft-employees-fired-for-serious-policy-violations-after-sit-in-protest-over-azure-partnerships-in-president-brad-smiths-office/
2025-08-29EA、Battlefield 6の新マップ、ゲームモード、各種調整を試すためBattlefield Labsのプレイテストを再開EA Resumes Battlefield Labs Playtesting to Test New Battlefield 6 Maps, Game Modes, and Tweaks from the Open Betahttps://wccftech.com/battlefield-6-battlefield-labs-playtesting-resumes/
2025-08-29American Eagle Outfitters(AEO)では、シドニー・スウィーニー効果がほぼ消えかけているFor American Eagle Outfitters (AEO), The Sydney Sweeney Bump Has Almost Disappearedhttps://wccftech.com/for-american-eagle-outfitters-aeo-the-sydney-sweeney-bump-has-almost-disappeared/
2025-08-29RGG Studio、来月開催予定のRGG Summit 2025とRGG Directを発表RGG Studio Announces RGG Summit 2025 and RGG Direct Coming Next Monthhttps://wccftech.com/sega-rgg-studio-rgg-summit-september-2025/
2025-08-29NVIDIA DLSS 4のマルチフレーム生成がBattlefield 6、Lost Soul Aside、EVE Onlineに実装され、『Sword of Justice』『Wuthering Waves』『Starship Troopers: Extermination』にも追加予定NVIDIA DLSS 4 Multi Frame Generation Is in Battlefield 6, Lost Soul Aside, EVE Online; Will Be Added in Sword of Justice, Wuthering Waves, Starship Troopers: Exterminationhttps://wccftech.com/nvidia-dlss-4-multi-frame-generation-is-in-battlefield-6-lost-soul-aside-eve-online-will-be-added-in-sword-of-justice-wuthering-waves-starship-troopers-extermination/
2025-08-28YouTuberが、iPhone 16 Pro MaxとのカメラテストでPixel 10 Pro XLが期待外れな性能を露呈。まもなく登場するiPhone 17 Proに注目YouTuber Shows How Pixel 10 Pro XL Fails To Impress Against iPhone 16 Pro Max In Camera Test, With iPhone 17 Pro Just About To Arrivehttps://wccftech.com/pixel-10-pro-xl-vs-iphone-16-pro-max-camera-test/
2025-08-28NVIDIA、トランプ政権の承認を得たにもかかわらずH20 AI GPUの中国販売に依然として苦戦、行き詰まりは続くNVIDIA Still Fails To Sell H20 AI GPUs to China Despite Approval From the Trump Administration, Indicating the Deadlock Is Far From Overhttps://wccftech.com/nvidia-still-fails-to-sell-h20-ai-gpus-to-china/
2025-08-28Metal Gear Solid Delta: Snake Eaterパッチ1.1.2が複数のゲームプレイ問題やクラッシュに対処、パフォーマンス修正は今後も継続Metal Gear Solid Delta: Snake Eater Patch 1.1.2 Addresses Multiple Gameplay Issues and Crashes, Performance Fixes Still Cominghttps://wccftech.com/metal-gear-solid-delta-snake-eater-patch-gameplay-issues-crashes/
2025-08-28ASRock、AMD Ryzen向けのCPU安定性とメモリサポートを強化した新型800シリーズマザーボードBIOS v3.40をリリースASRock Releases New 800-Series Motherboard BIOS v3.40 With Enhanced CPU Stability & Memory Support Targeting AMD Ryzen CPUshttps://wccftech.com/asrock-releases-new-800-series-motherboard-bios-3-40/
2025-08-28NVIDIA CEOのHuangが、最新BlackwellデザインGPUを中国向けに販売するためトランプ政権と交渉していると衝撃告白NVIDIA CEO Huang Drops Bombshell As He Reveals Discussions With Trump Admin To Sell Latest Blackwell Design GPUs To Chinahttps://wccftech.com/nvidia-ceo-huang-drops-bombshell-as-he-reveals-discussions-with-trump-admin-to-sell-latest-blackwell-design-gpus-to-china/
2025-08-28GMP、ストレス負荷テスト中にRyzen 9 9950X「Zen5」CPUを2回検証するも、その正確な理由は不明GMP Tests Fries Ryzen 9 9950X “Zen5” CPU Twice During Stress Workloads But Exact Reasons Are Unknownhttps://wccftech.com/gmp-tests-fries-ryzen-9-9950x-zen5-cpu-twice-diromg-stress-workloads-but-exact-reasons-are-unknown/
2025-08-28Googleの見解によると、Pixel 10はバッテリー消費増加を避けるため、デフォルトでリフレッシュレートが60Hz固定Pixel 10 Comes With Its Refresh Rate Locked To 60Hz As Default Because Google Says The 120Hz Mode ‘Increases Battery Usage’https://wccftech.com/pixel-10-refresh-rate-set-to-60hz-by-default/
2025-08-28Phantom Blade Zero Gamescomハンズオンプレビュー ― 偉大な成果への準備開始Phantom Blade Zero Gamescom Hands-On Preview – Setting Up For Greatnesshttps://wccftech.com/phantom-blade-zero-gamescom-hands-on-preview-setting-up-for-greatness/
2025-08-28噂によると、過去数年で2度試みられた『Dino Crisis』リメイクは、品質問題のためプロジェクトが中止されたDino Crisis Remake Was Attempted Twice In The Past Few Years, But Projects Were Scrapped Due to Quality – Rumorhttps://wccftech.com/dino-crisis-remake-attempted/
2025-08-28PlayStation 6ハンドヘルドのスペックが流出、Xbox ROG Ally Xや修正版PS5を容易に凌駕する性能が期待されるPlayStation 6 Handheld Specs Leaked; Will Easily Outperform Xbox ROG Ally X, Base PlayStation 5 With Patched Gameshttps://wccftech.com/playstation-6-handheld-specks-leaked-outperform-xbox-ally-x/
2025-08-28SK hynix、従来比3.5倍の熱伝導率を実現したモバイルDRAMの供給を開始し、オンデバイスAIの性能低下問題を解決SK hynix Begins Supplying Mobile DRAM With 3.5x Better Thermal Conductivity, Solving Performance Throttling For On-Device AI & Morehttps://wccftech.com/sk-hynix-develops-mobile-dram-with-better-thermal-conductivity-for-on-device-ai/
2025-08-28両親がOpenAIを提訴―ChatGPTが自分たちのティーンの悲劇的な死に関与したと主張、AIの安全性と責任問題に懸念Parents Sue OpenAI, Claiming ChatGPT Played A Role In Their Teen’s Tragic Death, Fueling Concerns About AI Safety And Accountabilityhttps://wccftech.com/parents-sue-openai-claiming-chatgpt-played-a-role-in-their-teens-tragic-death/
2025-08-28Wizards of the Coast、新プロジェクトに向け元Monolith開発者を起用Wizards of the Coast Hires Former Monolith Developers to Work on New Projecthttps://wccftech.com/wizards-of-the-coast-hires-former-monolith-developers/
2025-08-28Crystal Dynamics、レイオフを発表―新作Tomb Raiderゲームには影響はないCrystal Dynamics Announces Layoffs; New Tomb Raider Game Is Unaffectedhttps://wccftech.com/crystal-dynamics-announces-layoffs-tomb-raider-unaffected/
2025-08-28TSMC、初の1.4nmファシリティの建設準備を予定より前倒しで進行、初期投資は490億ドルに達する可能性TSMC Reportedly Prepping To Build First 1.4nm Facility Ahead Of Schedule, With An Initial Investment That Could Soar To $49 Billionhttps://wccftech.com/tsmc-breaking-ground-on-1-4nm-facility-initial-investment-of-49-billion/
2025-08-28NVIDIA、ルービンチップが既に生産ラインにあり2026年下半期から大量生産可能と確認。ゲーム部門はQ2で記録的な43億ドルを達成NVIDIA Confirms Rubin Chips Already In Fab & Ready For Volume Production In 2H 2026 While Gaming Posts Record $4.3 Billion Revenue In Q2https://wccftech.com/nvidia-confirms-rubin-chips-already-in-fab-ready-for-volume-production-2h-2026-gaming-posts-record-4-3-billion-revenue/
2025-08-28NVIDIA株が4%下落するも、決算報告で損失が縮小NVIDIA Shares Sink By 4% But Pare Back Losses As Firm Reports Q2 Earningshttps://wccftech.com/nvidia-shares-sink-by-4-but-pare-back-losses-as-firm-reports-q2-earnings/
2025-08-28AMD、特定のRyzen 5000、7000、8000Gプロセッサ向けWraith PrismおよびWraith Spireクーラーの生産を終了AMD Discontinues Wraith Prism And Wraith Spire Coolers For Select Ryzen 5000, 7000, And 8000G Processorshttps://wccftech.com/amd-discontinues-wraith-prism-and-wraith-spire-coolers-for-select-ryzen-5000-7000-and-8000g-processors/
日経 Tech Foresight
2025-08-29米関税、ソニーGとサムスン明暗 半導体勢力図に影響https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC284IX0Y5A820C2000000
2025-08-29東京理科大学など、スパッタ法でScAlN薄膜 高密度にhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC271DK0X20C25A8000000
2025-08-28佐賀大など、応力発光半導体に強磁性 スピンドープでhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC271BB0X20C25A8000000
2025-08-28PFASフリー半導体でも良結果 imec、日本勢などと試作https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC2701V0X20C25A8000000
マイナビニュース テックプラス
2025-08-28InfineonのPSOC Control C3マイコン、CNSA Suite 2.0で規定されたPQC要件に適合https://news.mynavi.jp/techplus/article/20250828-3421864/
2025-08-28NVIDIAの2026会計年度第2四半期決算、売上高・純利益ともに過去最高を更新https://news.mynavi.jp/techplus/article/20250828-3421730/
2025-08-28ソシオネクストが3D IC設計への対応を拡充、TSMCのSoIC-Xを活用https://news.mynavi.jp/techplus/article/20250828-3421676/
2025-08-28東レエンジニアリング、極薄チップを高速で実装する技術を開発https://news.mynavi.jp/techplus/article/20250828-3421610/
2025-08-28中国、2026年にAIチップ生産量3倍を目指すhttps://news.mynavi.jp/techplus/article/20250828-3421471/
2025-08-28オーク製作所、先端パッケージ向け高解像・高精度ダイレクト露光装置を開発https://news.mynavi.jp/techplus/article/20250828-3420072/
2025-08-28吉川明日論の半導体放談 第348回 半導体業界への介入に乗り出すトランプ政権https://news.mynavi.jp/techplus/article/semicon-348/
TrendForce
2025-08-28インテル、またも経営陣の大量離脱に直面:先端パッケージング部門ディレクターがアナログ・デバイセズへ転職Intel Faces Another Executive Exodus: Advanced Packaging Director Leaves for Analog Deviceshttps://www.trendforce.com/news/2025/08/28/news-intel-faces-another-executive-exodus-advanced-packaging-director-leaves-for-analog-devices/
2025-08-28サムスン、インテルのパッケージング投資とガラス基板の提携を検討、TSMCに挑戦かSamsung Reportedly Weighs Intel Packaging Investment, Glass Substrate Tie-Up to Challenge TSMChttps://www.trendforce.com/news/2025/08/28/news-samsung-reportedly-weighs-intel-packaging-investment-glass-substrate-tie-up-to-challenge-tsmc/
2025-08-28TSMCの2nmリーク最新情報:3人のエンジニアがコア技術窃盗で起訴、最大14年の懲役に直面TSMC’s 2nm Leak Update: 3 Engineers Indicted for Stealing Core Tech, Facing Up to 14 Yearshttps://www.trendforce.com/news/2025/08/28/news-tsmcs-2nm-leak-update-3-engineers-indicted-for-stealing-core-tech-facing-up-to-14-years/
2025-08-28中国、来年に向けてAIチップ生産量を3倍に増大:ファブはファーウェイ向け、NVIDIA依存を低減China Reportedly to Triple AI Chip Output Next Year With Fabs Serving Huawei, Cutting NVIDIA Reliancehttps://www.trendforce.com/news/2025/08/28/news-china-reportedly-to-triple-ai-chip-output-next-year-with-fabs-serving-huawei-cutting-nvidia-reliance/
2025-08-28NVIDIA、成長リスク浮上:収益拡大が2年ぶりの低水準、中国問題がクラウド見通しに影響NVIDIA Growth Risk Looms as Revenue Expansion Hits Two-Year Low, China Hurdles Cloud Outlookhttps://www.trendforce.com/news/2025/08/28/news-nvidia-growth-risk-looms-as-revenue-expansion-hits-two-year-low-china-hurdles-cloud-outlook/
Semiconductor Digest
5 hours ago中央大学の研究者がナノ粒子の成長と収縮における奇妙な動態を明らかにChung-Ang University Researchers Reveal Strange Dynamics of Nanoparticle Growth and Shrinkhttps://www.semiconductor-digest.com/chung-ang-university-researchers-reveal-strange-dynamics-of-nanoparticle-growth-and-shrink/
5 hours ago半導体リソグラフィ材料市場の進化:EUV統合と先進的なデバイスドライバーSemiconductor Lithography Materials Market Evolution: EUV Integration and Advanced Device Drivershttps://www.semiconductor-digest.com/semiconductor-lithography-materials-market-evolution-euv-integration-and-advanced-device-drivers/
5 hours agoGlobalFoundriesとSilicon Labsが提携し、業界最先端のWi-Fi接続性を拡大GlobalFoundries and Silicon Labs Partner to Scale Industry-Leading Wi-Fi Connectivityhttps://www.semiconductor-digest.com/globalfoundries-and-silicon-labs-partner-to-scale-industry-leading-wi-fi-connectivity/
8 hours ago熱可塑性パイプの応力解析:最先端の半導体製造における信頼性と長期運用を確保Thermoplastic Pipe Stress Analysis: Ensuring the Reliable and Long-lasting Operation of Cutting-edge Semiconductor Fabricationhttps://www.semiconductor-digest.com/thermoplastic-pipe-stress-analysis-ensuring-the-reliable-and-long-lasting-operation-of-cutting-edge-semiconductor-fabrication/
9 hours agoAIアプリケーションの保護:安全なフラッシュ技術が業界認証取得に果たす役割Safeguarding AI Applications: The Role of Secure Flash Technology in Meeting Industry Certificationshttps://www.semiconductor-digest.com/safeguarding-ai-applications-the-role-of-secure-flash-technology-in-meeting-industry-certifications/
10 hours ago新たに登場するセキュリティ基準と半導体におけるファームウェア検証への影響Emerging Security Standards and Their Impact on Firmware Validation in Semiconductorshttps://www.semiconductor-digest.com/emerging-security-standards-and-their-impact-on-firmware-validation-in-semiconductors/
10 hours agoチップ製造における環境負荷をどのように低減できるか?How Can We Reduce Environmental Impact in Chip Manufacturing?https://www.semiconductor-digest.com/how-can-we-reduce-environmental-impact-in-chip-manufacturing/
日本経済新聞
2025-08-29インテルCFO「米政府は受託生産の売却望まず」 政府出資の狙い言及https://www.nikkei.com/article/DGXZQOGN290680Z20C25A8000000/
2025-08-29日経平均、米株高が支えに 割安株物色の動きも(先読み株式相場)https://www.nikkei.com/article/DGXZQOFL2904H0Z20C25A8000000/
2025-08-29NY株ハイライト NVIDIA目標株価引き上げ続々、AI相場なおhttps://www.nikkei.com/article/DGXZQOFL28CBZ0Y5A820C2000000/
2025-08-29NVIDIA株下げ渋り AI頼みのNY株最高値、「S&P493」は出遅れhttps://www.nikkei.com/article/DGXZQOGN28CRQ0Y5A820C2000000/
2025-08-29テイラー婚約に沸く米株市場 ラルフ・ローレンに追い風https://www.nikkei.com/article/DGXZQOGN28CEN0Y5A820C2000000/
2025-08-29NYダウとS&P500が続伸、そろって最高値更新 NVIDIAは1%安https://www.nikkei.com/article/DGXZQOFL2900X0Z20C25A8000000/
2025-08-29米国株、ダウ続伸し71ドル高 米経済指標が底堅さ示す S&P500種が連日の最高値https://www.nikkei.com/article/DGXZQOFL28CBY0Y5A820C2000000/
2025-08-29米国株、ダウ続伸し最高値 市場予想上回る経済指標受けhttps://www.nikkei.com/article/DGXZQOFL28CBW0Y5A820C2000000/
2025-08-29日印、経済で利害一致 モディ首相来日で「シャトル外交」再始動https://www.nikkei.com/article/DGXZQOUA275Y90X20C25A8000000/
2025-08-29トランプ政権、防衛大手への出資「検討」 強まる企業経営への介入https://www.nikkei.com/article/DGXZQOGN28CZQ0Y5A820C2000000/
ダイヤモンドオンライン
Tom’s Hardware
2025-08-28 22:48リークされたIntel Nova Lake-S出荷マニフェストが28コアCPUをほのめかすLeaked Intel Nova Lake-S shipping manifest hints at 28-core CPUhttps://www.tomshardware.com/pc-components/cpus/intel-nova-leak-28-core-cpu
2025-08-28 21:01AMDがたった2つのRDNA 4ダイだけで製品ラインナップを構築した方法を詳細に解説AMD details how it built a product line-up with just two RDNA 4 dieshttps://www.tomshardware.com/pc-components/gpus/amd-details-how-it-built-a-product-line-up-with-just-two-rdna-4-dies-flexible-design-and-asymmetric-harvesting-enables-production-of-multiple-models-without-new-silicon
2025-08-28 20:47LaserWeederは24個のNvidia GPUとレーザーを搭載し、雑草問題を一掃。サブミリ精度で1時間に60万本の雑草を蒸発させるLaserWeeder packs two dozen Nvidia GPUs and lasers to zap your weed problem, vaporizes ‘600,000 weeds per hour’ with sub-millimeter precisionhttps://www.tomshardware.com/tech-industry/artificial-intelligence/laserweeder-packs-two-dozen-nvidia-gpus-and-lasers-to-zap-your-weed-problem-vaporizes-600-000-weeds-per-hour-with-sub-millimeter-precision-instant-laser-death-for-pesky-weeds
2025-08-28 19:36CrealityがIPOを申請し、謎めいた3Dプリントモデルサイトを開設Creality submits for an IPO, adds a mysterious 3D printing model websitehttps://www.tomshardware.com/3d-printing/creality-submits-for-an-ipo-adds-a-mysterious-3d-printing-model-website
TechPowerup
2025-08-28T18:10:17+00:00CRYORIG C5 cu レビューCRYORIG C5 cu Reviewhttps://www.techpowerup.com/review/cryorig-c5-cu-low-profile-air-cooler/
2025-08-28T15:09:02+00:00NVIDIAがGeForce 581.15 WHQL Game ReadyドライバーをリリースNVIDIA Releases GeForce 581.15 WHQL Game Ready Drivershttps://www.techpowerup.com/340422/nvidia-releases-geforce-581-15-whql-game-ready-drivers
2025-08-28T15:06:02+00:00Titan ArmyがBest Buyのレイバーデーセールを発表:ゲーム用モニターに驚愕の割引Titan Army Announces Best Buy Labor Day Deals: Jaw Dropping Discounts on Gaming Monitorshttps://www.techpowerup.com/340302/titan-army-announces-best-buy-labor-day-deals-jaw-dropping-discounts-on-gaming-monitors
2025-08-28T15:03:01+00:00SapphireがNITRO+マザーボードのグローバル発売を準備中Sapphire Prepares Global Launch of NITRO+ Motherboardshttps://www.techpowerup.com/340421/sapphire-prepares-global-launch-of-nitro-motherboards
2025-08-28T14:33:36+00:00Giga Computingがリサイクル素材を使用した新型Bシリーズブレードサーバーを発表Giga Computing Introduces New B-series Blade Servers with Recycled Materialshttps://www.techpowerup.com/340420/giga-computing-introduces-new-b-series-blade-servers-with-recycled-materials
2025-08-28T13:41:35+00:00Intel、最新の経営陣の離脱で先端パッケージング部門ディレクターを失うIntel Loses Advanced Packaging Director in Latest Executive Departurehttps://www.techpowerup.com/340418/intel-loses-advanced-packaging-director-in-latest-executive-departure
2025-08-28T12:40:19+00:00Minix、ミニPCを対象としたレイバーデー大セールを開催Minix Labor Day Bonanza Sale on Mini PCshttps://www.techpowerup.com/340304/minix-labor-day-bonanza-sale-on-mini-pcs
2025-08-28T11:39:02+00:00AlphacoolがCore Distro Plate 240 XS D5/DDCで製品ラインナップを拡充Alphacool Expands Its Lineup with the Core Distro Plate 240 XS D5/DDChttps://www.techpowerup.com/340415/alphacool-expands-its-lineup-with-the-core-distro-plate-240-xs-d5-ddc
2025-08-28T11:27:19+00:00HP、2025年度第3四半期業績を発表HP Reports Fiscal 2025 Third Quarter Resultshttps://www.techpowerup.com/340414/hp-reports-fiscal-2025-third-quarter-results
2025-08-28T11:05:16+00:00EIZOが機密情報保護に適したTEMPEST準拠モニターを発表EIZO Unveils TEMPEST-Compliant Monitors for the Protection of Sensitive Informationhttps://www.techpowerup.com/340412/eizo-unveils-tempest-compliant-monitors-for-the-protection-of-sensitive-information
2025-08-28T10:42:44+00:00D-Link、汎用性の高いギガビット非管理型PoEスイッチを発表D-Link Introduces Versatile Gigabit Unmanaged PoE Switcheshttps://www.techpowerup.com/340411/d-link-introduces-versatile-gigabit-unmanaged-poe-switches
2025-08-28T09:22:52+00:002025年第2四半期、NANDフラッシュ売上高が20%以上大幅増、SKグループの市場シェアが21%に上昇NAND Flash Revenue Surged Over 20% in 2Q25, SK Group Market Share Jumped to 21%https://www.techpowerup.com/340410/nand-flash-revenue-surged-over-20-in-2q25-sk-group-market-share-jumped-to-21
2025-08-28T09:11:59+00:00MSI、MAG 272QP QD-OLED X50 ゲーミングモニターを発表MSI Unveils the MAG 272QP QD-OLED X50 Gaming Monitorhttps://www.techpowerup.com/340409/msi-unveils-the-mag-272qp-qd-oled-x50-gaming-monitor
2025-08-28T09:08:33+00:00TSMC、1.4nmプロセス計画を加速、2027年のパイロット生産を目指すTSMC Accelerates 1.4 nm Plans, Targets 2027 Pilot Runshttps://www.techpowerup.com/340408/tsmc-accelerates-1-4-nm-plans-targets-2027-pilot-runs
2025-08-28T07:26:46+00:00中国、HuaweiとSMICの協力で国内AIアクセラレータ生産を3倍に拡大China to Triple Its Domestic AI Accelerator Output Thanks to Huawei and SMIChttps://www.techpowerup.com/340407/china-to-triple-its-domestic-ai-accelerator-output-thanks-to-huawei-and-smic
2025-08-28T06:31:05+00:00AMD、EPYC「Venice」プラットフォームで1,000Wの電力壁を破る準備AMD Prepares EPYC “Venice” Platform to Break the 1,000 W Power Barrierhttps://www.techpowerup.com/340405/amd-prepares-epyc-venice-platform-to-break-the-1-000-w-power-barrier
2025-08-28T04:05:05+00:00SK hynix、効率的な熱放散機能を備えたモバイルDRAMの供給を開始SK hynix Starts Supplying Mobile DRAM with Highly Efficient Heat Dissipationhttps://www.techpowerup.com/340403/sk-hynix-starts-supplying-mobile-dram-with-highly-efficient-heat-dissipation
EETimes Taiwan
2025-08-28超音波UIはARグラスの未来をどのように形作るか超音波UI將如何塑造AR眼鏡的未來https://www.eettaiwan.com/20250828nt61-how-ultrasound-ui-will-shape-the-future-of-ar-glasses/
2025-08-28ニューロモルフィックチップで実現する、人間の脳の反応を備えたロボット神經形態晶片打造具人腦反應的機器人https://www.eettaiwan.com/20250828ta51-real-time-motor-control-for-robotics-with-neuromorphic-chips/
2025-08-28ミクロンのDDR4生産終了計画から見るストレージ産業の変革從美光計畫DDR4停產看儲存產業變局https://www.eettaiwan.com/20250828nt62-micron-plan-to-discontinue-ddr4/
2025-08-28ファンが被害者にならないために ― コンサート詐欺の手口を暴露別從追星族變受害者 演唱會詐騙術大公開https://www.eettaiwan.com/20250818nt21-concert-scams-revealed/
2025-08-27自動車バッテリーの前端保護の仕組み汽車電池前端保護的工作原理https://www.eettaiwan.com/20250827ta61-this-is-how-car-battery-s-front-end-protection-works/
2025-08-27改ざん検知回路設計のガイド防竄改偵測電路設計指南https://www.eettaiwan.com/20250827ta51-design-ideas-for-tamper-detection-circuits/
2025-08-27次の人工知能ブーム ― 産業用AIの将来展望は明るい下一波人工智慧浪潮 工業AI前景可期https://www.eettaiwan.com/20250827nt11-industrial-ai-has-a-promising-future/
2025-08-27MLCCのピークシーズンも期待外れになる恐れがあるMLCC旺季恐落空https://www.eettaiwan.com/20250827nt21-mlcc-peak-season/
EETimes Asia
2025-08-28SSIAのアン氏がチップ業界の転換期における回復力と成長について論じるSSIA’s Ang Discusses Resilience and Growth Amid Chip Industry’s Inflection Pointhttps://www.eetasia.com/ssias-ang-discusses-resilience-and-growth-amid-chip-industrys-inflection-point/
2025-08-28TrendForce:Appleの参入により、2027年までに折りたたみスマホの普及率が3%を超える見込みTrendForce: Apple’s Entry Expected to Increase Foldable Phone Penetration Beyond 3% by 2027https://www.eetasia.com/trendforce-apples-entry-expected-to-increase-foldable-phone-penetration-beyond-3-by-2027/
2025-08-28ソフトバンクのインテル投資の意義とはWhat SoftBank’s Investment in Intel Meanshttps://www.eetasia.com/what-softbanks-investment-in-intel-means/
2025-08-28周波数領域診断がIoTの信頼性を向上させるFrequency Domain Diagnostics Elevate IoT Reliabilityhttps://www.eetasia.com/frequency-domain-diagnostics-elevate-iot-reliability/
2025-08-27DigiKeyの新学期ギブアウェイが、未来のイノベーターを支援するDigiKey’s Back to School Giveaway Empowers Tomorrow’s Innovatorshttps://www.eetasia.com/digikeys-back-to-school-giveaway-empowers-tomorrows-innovators/
2025-08-27中国、2028年までに世界のディスプレイ生産能力を支配へChina to Dominate Global Display Capacity by 2028https://www.eetasia.com/china-to-dominate-global-display-capacity-by-2028/
2025-08-27proteanTecsとDream Chip Technologiesが提携し、自動車およびHPC市場での機能安全性を推進proteanTecs and Dream Chip Technologies Partner to Advance Functional Safety in Automotive, HPC Marketshttps://www.eetasia.com/proteantecs-and-dream-chip-technologies-partner-to-advance-functional-safety-in-automotive-hpc-markets/
2025-08-27Silannaレーザードライバープラットフォームが、小型で高性能なLiDAR用途を実現Silanna Laser Driver Platform Enables Smaller, More Powerful LiDAR Applicationshttps://www.eetasia.com/silanna-laser-driver-platform-enables-smaller-more-powerful-lidar-applications/
2025-08-27ルネサスMCU、先進のセキュリティ機能と特化型周辺機器セットを搭載Renesas MCU Features Advanced Security and Targeted Peripheral Sethttps://www.eetasia.com/renesas-mcu-features-advanced-security-and-targeted-peripheral-set/
EETimes India
2025-08-28インフィニオンとNVIDIAがヒューマノイドロボット開発を加速するために協力Infineon and NVIDIA Collaborate to Accelerate Humanoid Robotics Developmenthttps://www.eetindia.co.in/infineon-and-nvidia-collaborate-to-accelerate-humanoid-robotics-development/
2025-08-28ROHM、急速充電用途向けの超小型MOSFETを発表ROHM Ultra-compact MOSFET Targeted at Fast Charging Applicationshttps://www.eetindia.co.in/rohm-ultra-compact-mosfet-targeted-at-fast-charging-applications/
2025-08-28ルネサスのUSB-Cパワーソリューション、熱効率を改善し電力損失を削減Renesas USB-C Power Solution Improves Thermal Efficiency, Reduces Power Losshttps://www.eetindia.co.in/renesas-usb-c-power-solution-improves-thermal-efficiency-reduces-power-loss/
2025-08-27リップ・ブー・タン、2025年Phil Kaufman賞を受賞Lip-Bu Tan to Receive 2025 Phil Kaufman Awardhttps://www.eetindia.co.in/lip-bu-tan-to-receive-2025-phil-kaufman-award/
2025-08-27東京エレクトロンとマレーシア理科大学が次世代エンジニア人材育成に向けて協力Tokyo Electron and Universiti Sains Malaysia Collaborate to Power Next-gen Engineering Talenthttps://www.eetindia.co.in/tokyo-electron-and-universiti-sains-malaysia-collaborate-to-power-next-gen-engineering-talent/
2025-08-27Keysight、Silicon LabsのSiXG301 SoCに対するPSA認定レベル4評価を完了Keysight Completes PSA Certified Level 4 Evaluation for Silicon Labs’ SiXG301 SoChttps://www.eetindia.co.in/keysight-completes-psa-certified-level-4-evaluation-for-silicon-labs-sixg301-soc/
2025-08-27MSU-IITにおけるXinyx DesignとSilicon Verifiedのプラン・デザイン・ラボXinyx Design and Silicon Verified Plan Design Lab at MSU-IIThttps://www.eetindia.co.in/xinyx-design-and-silicon-verified-plan-design-lab-at-msu-iit/
2025-08-27ソフトバンク、Intelに20億ドルを投資SoftBank Invests $2B in Intelhttps://www.eetindia.co.in/softbank-invests-2b-in-intel/
ZDNET Korea
2025-08-292025 LCK決勝戦チケット、来月10日より販売開始2025 LCK 결승전 티켓, 다음 달 10일 판매 개시https://www.zdnet.co.kr/20250829080430%22%20title=%22
2025-08-29「フォンカで撮った写真だと言ってたのに」…恥をかいたナッシングフォン“폰카로 찍은 사진이라더니”…망신 당한 낫싱폰https://www.zdnet.co.kr/20250828155949%22%20title=%22
2025-08-29来年の健康保険料率7.19%…会社員は2235ウォン、地域加入者は1280ウォン上昇내년 건강보험료율 7.19%…직장 2235원, 지역 1280원 올라https://www.zdnet.co.kr/20250828223407%22%20title=%22
2025-08-29「9月も驚きの割引」…イーマート、『ゴレイトフェスタ』開催“9월에도 파격 할인”…이마트, ‘고래잇 페스타’ 개최https://www.zdnet.co.kr/20250828162022%22%20title=%22
2025-08-29【訃報】洪正宇(韓国科学技術情報研究院 主任研究員)氏の父上逝去[부고]홍정우(한국과학기술정보연구원 책임연구원)씨 부친상https://www.zdnet.co.kr/20250829020303%22%20title=%22
2025-08-28LGエンソル、ベトナムのキムロンモータースに電気バスのバッテリーを供給LG엔솔, 베트남 킴롱모터스에 전기버스 배터리 공급https://www.zdnet.co.kr/20250828232319%22%20title=%22
2025-08-28フランチャイズもレンタルへ…プリフィンズ、オリ다ッ케と協業프랜차이즈도 렌털로…프리핀스, 오리덕애와 협업https://www.zdnet.co.kr/20250828224939%22%20title=%22
2025-08-28ランパード、韓日ネットワークスと総代理契約…ネットワークモニタリング市場を攻略램파드, 한일네트웍스와 총판 계약…네트워크 모니터링 시장 공략https://www.zdnet.co.kr/20250828224640%22%20title=%22
2025-08-28スント、レース2とウィング2を発売순토, 레이스2·윙2 출시https://www.zdnet.co.kr/20250828223553%22%20title=%22
2025-08-28TYM、済州にサービス拠点を開設TYM, 제주 서비스 거점 열어https://www.zdnet.co.kr/20250828221302%22%20title=%22
2025-08-28フェスカロ、技術特許戦略家を迎え入れる페스카로, 기술특허 전략가 영입https://www.zdnet.co.kr/20250828220845%22%20title=%22
2025-08-28KAI、AI・電子機器戦特化研究センターを開設KAI, AI-전자기전 특화연구센터 열어https://www.zdnet.co.kr/20250828220241%22%20title=%22
2025-08-28産業知能化協会、オーダーメイドAI教育を開講산업지능화협회, 맞춤형 AI 교육 개설https://www.zdnet.co.kr/20250828215421%22%20title=%22
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2025-08-28【現場】オープンAI「技術と芸術の融合、すべての人にインスピレーションを与える」[현장] 오픈AI “기술과 예술의 만남, 모두에게 영감 줄 것”https://www.zdnet.co.kr/20250828204519%22%20title=%22
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中央日報
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BAIDU
昨天23:19康达新材は北一半導体の支配権取得を検討し、半導体分野への取り組みを強化する康达新材拟控股北一半导体 加码半导体领域布局https://www.cnstock.com/commonDetail/506309
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昨天22:03第3世代の半導体技術突破と戦略的協力の強化が、宏微科技の上半期売上堅調成長を牽引第三代半导体突破与战略协作升级引领 宏微科技上半年营收稳健增长https://baijiahao.baidu.com/s?id=1841708629660599856&wfr=spider&for=pc
今天華虹半導体有限公司 2025年半期報告書概要华虹半导体有限公司 2025年半年度报告摘要http://epaper.zqrb.cn/html/2025-08/29/content_1177560.htm
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