Semiconductor News 20250909

TOC

Main News

  1. Samsung Considers Purchasing New ASML High NA EUV to Close the Gap in 2nm Race with TSMC Samsung is reportedly considering purchasing ASML’s latest High NA EUV lithography equipment in anticipation of increased competition from Taiwan’s TSMC in the development of cutting-edge 2nm process technology. This may accelerate Samsung’s move to establish a technological edge in next-generation semiconductor manufacturing and expand its share of the foundry market. This move demonstrates the intensity of the competition for technological innovation in the semiconductor industry.
  2. Exclusive: Broadcom Wins $10 Billion ASIC Order; Apple and xAI Next Targets Broadcom has reportedly secured a major order for application-specific integrated circuits (ASICs) worth $10 billion. In addition, Apple and Elon Musk’s AI startup, xAI, are reportedly on the horizon as the next major customers. The orders highlight the rapid growth of the AI and custom chip market and demonstrate Broadcom’s major role in this area.
  3. Samsung and SK Hynix to Show Large-Scale Presence at SEMICON 2025 and Launch Taiwan Supply Chain Off ensive Samsung and SK Hynix to Show Large-Scale Presence at SEMICON Taiwan 2025, Aiming to Expand Influence in Taiwan Semiconductor Supply Chain The event is the first of its kind in Taiwan, and is the largest of its kind in the world. This is seen as part of a strategy by the major memory manufacturers to deepen their ties with the Taiwanese semiconductor ecosystem, strengthen technology cooperation, and increase their competitiveness in the Asia-Pacific region.
  4. NVIDIA CFO Denies Own AI Chip Competition, Suggests $5 Billion in H20 China Revenue and “Gigawatt-class” Demand for Next-Generation Vera Rubin Chips NVIDIA’s CFO, while suggesting that the company has no intention of entering the custom AI chip development race, said it expects $5 billion in revenue from H20 chips for the China market from H20 chips for the Chinese market, while suggesting that NVIDIA does not intend to enter the custom AI chip development race. He also suggested that there is huge “gigawatt-scale” demand for the next generation Vera Rubin chip, underscoring the exponential growth of the AI semiconductor market and NVIDIA’s continued dominance in it.
  5. U.S. Considering Whether to Implement Annual Chinese Chip Supply Approval for Samsung and SK Hynix The U.S. government is reportedly considering moving the current indefinite approval for Samsung and SK Hynix to supply semiconductor manufacturing equipment to their factories in China to an annual licensing system. If implemented, this change could create uncertainty for both companies’ operations in China and have a significant impact on the international semiconductor supply chain.
  6. Reportedly, Samsung Resumes Construction of Pyeongtaek P5 to Accelerate HBM4 Mass Production Plan Samsung has reportedly resumed construction of its Pyeongtaek P5 plant in South Korea to accelerate its high-bandwidth memory (HBM4) mass production plan. The move is in response to rapidly growing demand for HBM in AI and high-performance computing applications and demonstrates Samsung’s strategy to strengthen its leadership in the next-generation memory market.
  7. Semicon Taiwan 2025 Sets New Records with Focus on AI, Advanced Packaging, and Memory SEMICON Taiwan 2025 is set to set new records with AI, advanced packaging, and memory technologies as key themes. The event will feature speakers from the CEOs of Infineon and NXP, and will highlight the importance of Taiwan’s supply chain from a European perspective. This is a sign that the semiconductor industry is undergoing an AI-driven transformation, underscoring the growing focus on advanced technologies.
  8. China’s AI Accelerator Industry Cannot Exist Without Access to Foreign HBM; Domestic Firms Rely Heavily on Pre-Export Controlled Invent ory China’s AI accelerator industry cannot exist without access to foreign-made high bandwidth memory (HBM), and domestic firms rely heavily on HBM inventory secured before tighter US export control regulations were They reportedly rely heavily on HBM inventory. This situation highlights the challenges China faces in becoming self-sufficient in the AI semiconductor sector and illustrates the vulnerability of the international supply chain.
  9. Qualcomm CEO: “Scale Beyond Smartphones” Personal AI Devices Qualcomm’s CEO has indicated that the market for personal AI devices will surpass smartphones in the future. This points to new growth opportunities for semiconductor manufacturers as they anticipate that advances in AI technology will create new device categories and penetrate deeper into consumers’ daily lives.
  10. NVIDIA Orders $144 Million Worth of Memory Chips from Samsung for Blackwell B40 AI GPU for China – Reportedly NVIDIA has ordered $144 million worth of memory chips from Samsung for the Blackwell B40 AI GPU for the Chinese market. worth of memory chips from Samsung for the Blackwell B40 AI GPU for the Chinese market. This indicates NVIDIA’s reliance on Samsung’s memory technology in the production of AI chips for certain markets, underscoring the cooperation between the two companies and the large demand for AI semiconductors in the Chinese market.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Sep 8サムスン、新型ASML High NA EUV購入を検討しTSMCとの2nmレースで差を縮めるSamsung weighs new ASML High NA EUV purchases to narrow gap with TSMC in 2nm racehttps://www.digitimes.com/news/a20250908PD217/samsung-tsmc-euv-competition-2nm.html
Sep 8独占:ブロードコムが100億ドル規模のASIC受注を獲得、AppleとxAIが次のターゲットにExclusive: Broadcom secures US$10B ASIC win, Apple and xAI next in linehttps://www.digitimes.com/news/a20250908PD221/broadcom-asic-earnings-openai-guidance.html
Sep 8サムスンとSKハイニックスがセミコン2025で大規模な存在感を示し、台湾サプライチェーン攻略に乗り出すSamsung, SK Hynix deploy heavyweight presence at Semicon 2025 to crack Taiwan supply chainhttps://www.digitimes.com/news/a20250908PD218/2025-samsung-semicon-taiwan-2025-sk-hynix-supply-chain-taiwan.html
Sep 8SEMICON TaiwanでインフィニオンとNXPのCEOが登壇、欧州が捉える台湾サプライチェーンの実情を浮き彫りにSEMICON Taiwan to feature Infineon and NXP CEO, highlighting Europe’s view on Taiwanese supply chainhttps://www.digitimes.com/news/a20250908PD200/semicon-taiwan-2025-infineon-nxp-europe-semiconductors-supply-chain.html
Sep 8中国トップ15半導体装置メーカーランキング:R&D投資で競争が刷新、ナウラが首位に浮上Ranking China’s top 15 chip-equipment makers: Naura leads as R&D investment reshapes competitionhttps://www.digitimes.com/news/a20250908PD201/equipment-beijing-2025-amec-shanghai.html
Sep 9, 06:24TSMCの新任資材管理副社長、2025 SCM Forumで初登壇TSMC’s new materials management VP to debut at 2025 SCM Forumhttps://www.digitimes.com/news/a20250908PD220/tsmc-materials-management-2025.html
Sep 9, 06:24サムスンのExynos復活、クアルコムのモバイルチップ支配に挑戦Samsung’s Exynos comeback aims for Qualcomm’s mobile chip dominancehttps://www.digitimes.com/news/a20250908PD224/samsung-exynos-qualcomm-flagship-galaxy.html
Sep 9, 06:21中国のJFSemi、国産レーザー技術で12インチSiCウエハーの壁を突破China’s JFSemi cracks 12-inch SiC wafer barrier with homegrown laser technologyhttps://www.digitimes.com/news/a20250908PD230/china-sic-silicon-wafer-12-inch-laser.html
Sep 8米国、サムスンおよびSKハイニックス向けの中国チップ供給承認を毎年実施するか検討中US weighs annual China chip supply approvals for Samsung, SK Hynixhttps://www.digitimes.com/news/a20250908VL202/samsung-exports-sk-hynix-shipments-chipmakers.html
Sep 8AI計算能力が世界の光エレクトロニクスを刷新:5,000社が深圳に集結、CIOEとSEMI-eが開催AI computing power reshapes global optoelectronics: 5,000 companies converge in Shenzhen for CIOE and SEMI-e showshttps://www.digitimes.com/news/a20250908PD206/shenzhen-photonics-communications-ic-optoelectronics.html
Sep 8コラム:インテルのファウスト的取引、独立性を犠牲にして生存を図るCommentary: Intel’s Faustian bargain trades independence for survivalhttps://www.digitimes.com/news/a20250903PD238/intel-government-business.html
Sep 8報道によると、サムスンがピョンテクP5の建設再開でHBM4大量生産計画を加速Samsung reportedly resumes construction on Pyeongtaek P5 to advance HBM4 mass production planshttps://www.digitimes.com/news/a20250908PD223/samsung-hbm4-production-plant-hbm.html
Sep 8ASMLの躍進とインテルの衰退が、リソグラフィー戦争を巡る新刊で改めて語られるASML’s rise and Intel’s decline retold in new book on lithography battleshttps://www.digitimes.com/news/a20250908VL201/asml-euv-technology-dutch-intel.html
Sep 8Semicon Taiwan 2025、AI、先進パッケージング、メモリに注目し新記録を樹立Semicon Taiwan 2025 sets new records, focusing on AI, advanced packaging, and memoryhttps://www.digitimes.com/news/a20250908PD212/taiwan-2025-ceo-packaging-taipei.html
Sep 8台湾、北京の成熟ノード拡大に対抗し中国に代わるチップ戦略を打ち出すTaiwan plots China-alternative chip strategy in response to Beijing’s mature-node expansionhttps://www.digitimes.com/news/a20250908PD213/taiwan-2026-production-chips-design.html
Sep 8Skytech、自社開発のPLP装置の受注を獲得、OSAT企業がCoPoSを採用Skytech secures orders for self-developed PLP equipment as OSAT firms adopt CoPoShttps://www.digitimes.com/news/a20250908PD216/equipment-skytech-2025-tsmc-osat.html
wccftech
2025-09-09ディレクティブ8020 Gamescom ハンズオンプレビュー – アンソロジーに新たな1ページをDirective 8020 Gamescom Hands-On Previews – A New Page in the Anthologyhttps://wccftech.com/directive-8020-gamescom-hands-on-previews-a-new-page-in-the-anthology/
2025-09-09NVIDIA CFO、独自のAIチップ競争を否定、50億ドルのH20中国収益と次世代ヴェラ・ルービンチップの「ギガワット級」需要を示唆NVIDIA CFO Rejects Custom AI Chip Competition And Hints At $5 Billion H20 China Revenue & “Gigawatts” Of Next Gen Vera Rubin Chip Demandhttps://wccftech.com/nvidia-cfo-rejects-custom-ai-chip-competition-and-hints-at-5-billion-h20-china-revenue-gigawatts-of-next-gen-vera-rubin-chip-demand/
2025-09-09AMD 25.9.1ドライバー、FSR 3.1 “DX12″ゲームでFSR 4をサポート、対応タイトル数が85タイトル以上に拡大、Radeon GPU向けの修正と改善も実施AMD 25.9.1 Driver Enables FSR 4 In FSR 3.1 “DX12” Games, Expanding The List To 85+ Titles, Several Fixes & Improvements For Radeon GPUshttps://wccftech.com/amd-fsr-4-enabled-in-fsr-3-1-titles-over-85-games-new-radeon-gpu-driver/
2025-09-09OpenAIのAIアニメーション長編『Critterz』、GPT-5、DALL-E、そして人間の創造性を融合しハリウッドに衝撃を与える狙いで2026年カンヌ挑戦OpenAI’s AI-Animated Feature Critterz Aims For Cannes 2026, Blending GPT-5, DALL-E, And Human Creativity To Shake Up Hollywoodhttps://wccftech.com/openais-ai-animated-feature-critterz-aims-for-cannes-2026-blending-gpt-5-dall-e-and-human-creativity-to-shake-up-hollywood/
2025-09-09スペースXの170億ドル規模のStarlink契約、リサーチ会社によると全てはAppleとiPhoneに関するものSpaceX’s Massive $17 Billion Starlink Deal Is All About Apple And The iPhone, Says Research Firmhttps://wccftech.com/spacexs-massive-17-billion-starlink-deal-is-all-about-apple-and-the-iphone-says-research-firm/
2025-09-09AppleのiPhone 17『驚愕』イベントをどのデバイスでもライブ視聴する方法How To Watch Apple’s iPhone 17 ‘Awe Dropping’ Event Live On Any Devicehttps://wccftech.com/how-to-watch-iphone-17-event-live-any-device/
2025-09-09Human Head Studiosがキャンセルした『Prey 2』のさらなるゲームプレイ映像がオンラインで流出More Gameplay Footage of Human Head Studios Cancelled Prey 2 Leaks Onlinehttps://wccftech.com/more-gameplay-footage-cancelled-prey-2-human-head-studios-leak/
2025-09-09キアヌ・リーブス、『サイバーパンク2077』続編でジョニー・シルバーハンドを「絶対に」演じる意向Keanu Reeves Would “Absolutely” Play Johnny Silverhand in the Cyberpunk 2077 Sequelhttps://wccftech.com/keanu-reeves-absolutely-play-johnny-silverhand-cyberpunk-2077-sequel/
2025-09-09T-MobileのT-Lifeアプリによる積極的なデジタル展開、激化するプレッシャーの中で従業員を失い、顧客を苛立たせるリスクに直面T-Mobile’s Aggressive Digital Push With T-Life App Risks Losing Employees and Frustrating Customers Amid Growing Pressurehttps://wccftech.com/t-mobiles-aggressive-all-digital-push-with-t-life-app-risks-losing-employees-and-frustrating-customers-amid-growing-pressure/
2025-09-09AppleのiPhone 17発表イベントでiPad Proが10周年、M5 iPad Proの発表への期待が高まるiPad Pro Turns 10 At Apple’s iPhone 17 Launch Event, Raising Expectations For A Possible M5 iPad Pro Announcementhttps://wccftech.com/ipad-pro-10-years-m5-launch-iphone-17-event/
2025-09-09量子コンピューティングにより、驚異の8,790億ドル相当のビットコインが獲得可能に—その理由とはQuantum Computing Could Leave A Shocking $879 Billion Of Bitcoin Up For Grabs – Here’s How!https://wccftech.com/quantum-computing-could-leave-a-shocking-879-billion-of-bitcoin-up-for-grabs-heres-how/
2025-09-09Intel、”BIG” Battlemage BMG-G31 GPUを準備:パッケージが確認され、Arc B770カードの近日登場を示唆Intel Preps “BIG” Battlemage BMG-G31 GPU: Packaging Spotted, Indicating Arc B770 Card Arrival Soonhttps://wccftech.com/intel-arc-battlemage-bmg-g31-b770-gpu-packaging-spotted/
2025-09-09『Ready or Not』、コンソールでの販売台数が300万台を突破Ready or Not Has Surpassed 3 Million Units Sold on Consoleshttps://wccftech.com/ready-or-not-surpassed-3-million-units-consoles/
2025-09-09Nintendo、改造されたSwitchコンソールを販売するオンラインストアに対し200万ドルの和解金を獲得Nintendo Wins $2 Million Settlement Against Online Store Modded Hardware For Selling Modified Switch Consoleshttps://wccftech.com/nintendo-wins-2-million-settlement-against-modded-hardware-modchip-seller/
2025-09-09AppleのiPhone 17漏洩情報、マグネティックデザインのクロスボディストラップを示唆—新型TechWovenケースとシームレスに連携Apple’s iPhone 17 Leak Teases Crossbody Strap With Magnetic Design, Made To Pair Seamlessly With New TechWoven Caseshttps://wccftech.com/apples-iphone-17-leak-teases-crossbody-strap-with-magnetic-design-made-to-pair-seamlessly-with-new-techwoven-cases/
2025-09-09C1モデム搭載のiPhone 17 Air、ネットワークにより性能が分かれ一部で高速だが、別のネットワークでは安定性とバッテリー寿命を重視iPhone 17 Air With C1 Modem Shows Mixed Performance, Faster On Some Networks But Prioritizes Stability And Battery Life On Othershttps://wccftech.com/iphone-17-air-c1-modem-performance-battery/
2025-09-08PlayStation 6、発売時に取り外し可能なディスクドライブを搭載する可能性が報告されるPlayStation 6 Will Reportedly Have A Detachable Disc Drive At Launchhttps://wccftech.com/playstation-6-reportedly-have-detachable-disc-drive-at-launch-ps6/
2025-09-08UBS、噂のApple-Google AI提携は「いつ」かの問題であり「もし」ではないと見込むUBS Thinks The Rumored Apple-Google AI Tie-Up Is Likely A Question Of When And Not Ifhttps://wccftech.com/ubs-thinks-the-rumored-apple-google-ai-tie-up-is-likely-a-question-of-when-and-not-if/
2025-09-08Apple、AirPods Pro 3のモデルを2種類発売予定と報じられる:2025年に標準モデル、2026年にプレミアムなジェスチャーコントロール版を投入Apple Reportedly Launching Two AirPods Pro 3 Models: Standard Version In 2025 And Premium Gesture-Control Variant In 2026https://wccftech.com/apple-reportedly-launching-two-airpods-pro-3-models-standard-version-in-2025-and-premium-gesture-control-variant-in-2026/
2025-09-08Samsung、AppleとTeslaでの最近の成功を受け、xAI初のAIチップに関する主要注文を狙うSamsung Is Reportedly Eyeing Key Orders for xAI’s First AI Chip, After Recent Success With Apple and Teslahttps://wccftech.com/samsung-is-eyeing-key-orders-for-xai-first-ai-chip-after-success-with-apple-and-tesla/
2025-09-08OneXPlayer X1 Airハンドヘルド、Intel Lunar Lake搭載モデルが発売開始、価格は1,000ドル未満、ONEXGPU Lite eGPUエンクロージャー(RX 7600M XT & USB5対応)も公開OneXPlayer X1 Air Handheld With Intel Lunar Lake Launched, Starting at < $1000 US, ONEXGPU Lite eGPU Enclosure With RX 7600M XT & USB5 Unveiledhttps://wccftech.com/onexplayer-x1-air-handheld-intel-lunar-lake-1000-usd-onexgpu-lite-egpu-rx-7600m-xt-usb5/
2025-09-08MachineGames、別のWolfensteinゲームを計画中―「語るべき物語がある」MachineGames Has Plans For Another Wolfenstein Game, “We Have A Story To Tell”https://wccftech.com/machinegames-plans-for-third-wolfenstein-bj-blazkowicz-game-trilogy/
2025-09-08Intel Panther Lake、Samsungラップトップに間もなく展開へ、NBD出荷マニフェストを公開Intel Panther Lake Nears Deployment In Samsung Laptops, Reveals NBD Shipment Manifesthttps://wccftech.com/intel-panther-lake-nears-deployment-in-samsung-laptops-reveals-nbd-shipment-manifest/
2025-09-08中国のAIアクセラレーター業界、外国製HBMへのアクセスなしでは成り立たず、国内企業は輸出前管理在庫に大きく依存China’s AI Accelerator Industry Is ‘Nothing’ Without Access to Foreign HBM, as Domestic Firms Heavily Rely on Pre-Export Control Stockpileshttps://wccftech.com/chinas-ai-accelerator-industry-is-nothing-without-access-to-foreign-hbm/
2025-09-08QuantumScape (QS)、ドゥカティのオートバイで実施した固体電池のライブデモにより投資家を驚愕QuantumScape (QS) Shocks Investors With A Live Demo Of Its Solid-State Batteries In A Ducati Motorcyclehttps://wccftech.com/quantumscape-qs-shocks-investors-with-a-live-demo-of-its-solid-state-batteries-in-a-ducati-motorcycle/
2025-09-08iPhone 17のバッテリー容量が流出、SIMトレイとeSIMの違いが明らかに、Pro Maxがついに5,000mAhを突破iPhone 17 Battery Capacities Leaked, Revealing SIM Tray vs eSIM Differences, With Pro Max Finally Surpassing 5,000 mAhhttps://wccftech.com/iphone-17-battery-capacity-sim-esim-leak/
2025-09-08Edge of Memories Gamescom ハンズオンプレビュー―『Visions of Mana』ではないが、良い意味での違いEdge of Memories Gamescom Hands-On Preview – Not Visions of Mana, But in a Good Wayhttps://wccftech.com/edge-of-memories-gamescom-hands-on-preview-not-visions-of-mana-but-in-a-good-way/
2025-09-08SpaceX、EchoStarに85億ドル相当の株式を支払い、圧倒的に優れた次世代Starlink衛星を公開SpaceX To Pay A Whopping $8.5 Billion In Stock To EchoStar As It Unveils Vastly Superior Starlink Next Gen Satelliteshttps://wccftech.com/spacex-to-pay-a-whopping-8-5-billion-in-stock-to-echostar-as-it-unveils-vastly-superior-starlink-next-gen-satellites/
2025-09-08SpotifyがAppleのApp Store支配から脱却するため、約10年にわたって奮闘した経緯とはHere’s How Spotify Struggled For Nearly A Decade To Escape Apple’s App Store Chokeholdhttps://wccftech.com/heres-how-spotify-struggled-for-nearly-a-decade-to-escape-apples-app-store-chokehold/
2025-09-08Metal Gear Solid Delta: Snake Eater、新たな比較がパチスロ風カットシーンの意外な高品質さを浮き彫りにMetal Gear Solid Delta: Snake Eater New Comparisons Highlight Surprisingly Good Quality of Pachislot Cutsceneshttps://wccftech.com/metal-gear-solid-delta-snake-eater-new-comparisons-quality-pachislot/
2025-09-08『Hollow Knight: Silksong』のこれらのModは、難易度を崩さずにゲームをより楽しくするThese Hollow Knight: Silksong Mods Make The Game More Fun Without Breaking Challengehttps://wccftech.com/hollow-knight-silksong-mods-enjoyable-challenge/
2025-09-08Apple、2025年にiPhone 17シリーズを1億台大量生産すると推定、主に大型の『Pro Max』がその大半を占める見通しApple Estimated To Mass Produce 100 Million Units Of The iPhone 17 Series In 2025, Larger ‘Pro Max’ To Make Up The Bulk Of The Figurehttps://wccftech.com/iphone-17-2025-production-estimates-said-to-said-100-million-units/
2025-09-08公式発表:『Vampire: The Masquerade – Bloodlines 2』のPC要求スペックは非常に手頃The Official Vampire: The Masquerade – Bloodlines 2 PC Requirements Are Quite Accessiblehttps://wccftech.com/vampire-the-masquerade-bloodlines-2-pc-requirements-accessible/
2025-09-08NVIDIA、China向けBlackwell B40 AI GPU用にSamsungから1.44億ドル相当のメモリーチップを発注—との報告NVIDIA Orders $144 Million Of Memory Chips From Samsung For China-Specific Blackwell B40 AI GPU – Reporthttps://wccftech.com/nvidia-orders-144-million-of-memory-chips-from-samsung-for-china-specific-blackwell-b40-ai-gpu-report/
2025-09-08元Bethesda重役が語る、サブスクリプションサービスはコンテンツ制作者に適切な報酬を与えていないとし、元Xbox重役も同感Subscription Services Aren’t Properly Rewarding Content Makers, Says Ex Bethesda Executive, and Former Xbox Executive Agreeshttps://wccftech.com/subscription-services-arent-rewarding-content-makers/
日経 Tech Foresight
2025-09-09クアルコム、データセンター照準 買収・サウジの狙いhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC086I20Y5A900C2000000
2025-09-08クアルコムCEO、次の大市場「ロボットとフィジカルAI」https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC044NJ0U5A900C2000000
2025-09-0825年のCIO/CTOオブ・ザ・イヤー選出 日経クロステックhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0376J0T00C25A9000000
2025-09-08クアルコムCEO「スマホ超える規模」 パーソナルAI端末https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC054L50V00C25A9000000
2025-09-08【特許】レゾナック、SiCエピウエハーの不良を低減https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC051HF0V00C25A9000000
2025-09-08「量子チップ接続新手法」「人型ロボ強化」 海外動向https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0513B0V00C25A9000000
マイナビニュース テックプラス
2025-09-08“コーヒーカップとトラベルマグの違いが判る”新dToFセンサ ams OSRAMhttps://news.mynavi.jp/techplus/article/20250908-3434628/
2025-09-08車載を中心にUWBチップセットの市場拡大を狙うQorvo、重要市場に位置づけられる日本https://news.mynavi.jp/techplus/article/20250908-3442486/
2025-09-08ローム、エレクトロニクス技術発展に向けた2026年度開始の研究テーマ公募を開始https://news.mynavi.jp/techplus/article/20250908-3442447/
TrendForce
2025-09-08報道によれば、米国はサムスンおよびSK hynixの中国工場向け輸出に関し、年間サイトライセンスの導入を検討している。U.S. Reportedly Mulls Annual Site License on Exports to Samsung, SK hynix China Fabshttps://www.trendforce.com/news/2025/09/08/news-u-s-reportedly-mulls-annual-site-license-on-exports-to-samsung-sk-hynix-china-fabs/
2025-09-08クアルコムがインテルの能力を疑問視し、チームブルーのファウンドリ野望を損なっていると報じられる。Qualcomm Questions Intel’s Adequacy, Undermining Team Blue’s Foundry Ambitionshttps://www.trendforce.com/news/2025/09/08/news-qualcomm-reportedly-questions-intels-adequacy-undermining-team-blues-foundry-ambitions/
2025-09-08報道によれば、NVIDIAは中国市場向けRTX PRO 6000DのGDDR7供給を倍増するためにサムスンを起用した。NVIDIA Reportedly Taps Samsung to Double GDDR7 Supply for China-Targeted RTX PRO 6000Dhttps://www.trendforce.com/news/2025/09/08/news-nvidia-reportedly-taps-samsung-to-double-gddr7-supply-for-china-targeted-rtx-pro-6000d/
2025-09-08報道によれば、テスラは自社製チップ計画を前進させ、イーロン・マスクはAI5の設計レビューを高く評価している。Tesla Reportedly Advances In-House Chip Plans as Musk Hails AI5 Design Reviewhttps://www.trendforce.com/news/2025/09/08/news-tesla-reportedly-advances-in-house-chip-plans-as-musk-hails-ai5-design-review/
2025-09-08報道によれば、Apple Watch Ultraは画期的な供給勝利の一環として、5Gモデムに台湾のMediaTekを採用した。Apple Watch Ultra Reportedly Chooses Taiwan’s MediaTek for 5G Modems in Landmark Supply Winhttps://www.trendforce.com/news/2025/09/08/news-apple-watch-ultra-reportedly-chooses-taiwans-mediatek-for-5g-modems-in-landmark-supply-win/
Semiconductor Digest
4 hours agoDGISTチームが超高解像度量子ドットディスプレイ向け『Direct Photolithography』のコア技術を開発Team at DGIST Develops Core Tech of “Direct Photolithography” for Ultra-High-Resolution Quantum Dot Displayshttps://www.semiconductor-digest.com/team-at-dgist-develops-core-tech-of-direct-photolithography-for-ultra-high-resolution-quantum-dot-displays/
5 hours agoSEALSQが半導体パーソナライゼーションセンター戦略を更新SEALSQ Updates on its Semiconductor Personalization Center Strategyhttps://www.semiconductor-digest.com/sealsq-updates-on-its-semiconductor-personalization-center-strategy/
5 hours agoACM Researchが中国の大手ロジックウエハーファブ顧客に初の高スループット・ウルトラリソグラフィKrFトラックシステムを納入ACM Research Delivered Its First High-Throughput Ultra Lith KrF Track System to a Leading Chinese Logic Wafer Fab Customerhttps://www.semiconductor-digest.com/acm-research-delivered-its-first-high-throughput-ultra-lith-krf-track-system-to-a-leading-chinese-logic-wafer-fab-customer/
5 hours agoEV Group、チップレット統合向けハイブリッドボンディングオーバーレイ制御でブレークスルーを達成EV Group Achieves Breakthrough in Hybrid Bonding Overlay Control for Chiplet Integrationhttps://www.semiconductor-digest.com/ev-group-achieves-breakthrough-in-hybrid-bonding-overlay-control-for-chiplet-integration/
5 hours agoAMDのリサ・スー氏、SEMICON West 2025で初のSEMIシリコンメダルを受賞AMD’s Lisa Su to Receive Inaugural SEMI Silicon Medal at SEMICON West 2025https://www.semiconductor-digest.com/amds-lisa-su-to-receive-inaugural-semi-silicon-medal-at-semicon-west-2025/
6 hours ago中国による希土類サプライチェーンにおける世界的支配China’s World Dominance in Rare Earths Supply Chainshttps://www.semiconductor-digest.com/chinas-world-dominance-in-rare-earths-supply-chains-2/
日本経済新聞
2025-09-09NYダウ反発114ドル高、利下げ観測が支え ナスダックは最高値https://www.nikkei.com/article/DGXZQOFL0900O0Z00C25A9000000/
2025-09-09現代自の拘束事件、米韓の外交問題に トランプ氏は他の外資にも警告https://www.nikkei.com/article/DGXZQOGN08BPH0Y5A900C2000000/
2025-09-09米国株、ダウ反発し114ドル高 利下げ観測が支え ナスダックは最高値https://www.nikkei.com/article/DGXZQOFL08C3L0Y5A900C2000000/
2025-09-09アマダ山梨貴昭社長、設備投資促進へ「顧客の考え方変える提案を」https://www.nikkei.com/article/DGXZQOUC025OZ0S5A900C2000000/
2025-09-09道経連 藤井裕会長「宇宙・MaaS・体験型観光…今こそシフトを」https://www.nikkei.com/article/DGXZQOFC0718R0X00C25A9000000/
2025-09-09トランプ政権の中国観、敵視か取引か 覇権争いは岐路にhttps://www.nikkei.com/article/DGXZQOGN070Z80X00C25A9000000/
2025-09-09町工場に自動化伝授 金属加工のSANMATSU、M&Aでも成長へhttps://www.nikkei.com/article/DGXZQOJC0259Q0S5A900C2000000/
2025-09-09トヨタ・日立が挑む無償ソフトへの貢献 「デジタル下手な国」返上をhttps://www.nikkei.com/article/DGXZQOCD03C8O0T00C25A9000000/
2025-09-09世界企業の増益額、米ワーナーが首位 映画「マインクラフト」好調https://www.nikkei.com/article/DGXZQOTG2681W0W5A820C2000000/
2025-09-09ミライアルの2〜10月、純利益50%減 半導体向けの回復鈍くhttps://www.nikkei.com/article/DGXZQOUC0872M0Y5A900C2000000/
ダイヤモンドオンライン
2025年9月9日 5:25アドバンテスト、レーザーテック、東京エレクトロン…半導体セクターは「4つの不安」を乗り越えられるか?業績・年収・株価飛躍のその後は…AI半導体ブームの賞味期限も予測!https://diamond.jp/articles/-/371364
Tom’s Hardware
2025-09-08 21:59AppleのMacBookには画面の角度を測定するセンサーが搭載されているApple MacBooks have a sensor that measures the angle of the screenhttps://www.tomshardware.com/software/developer-tools/engineer-taps-into-apples-hidden-lidanglesensor-api-to-create-a-creaky-door-simulator
2025-09-08 21:57ソフトウェアエンジニアによると、The Decisioninatorは「私の結婚を救った」と語っているThe Decisioninator ‘saved my marriage,’ says software engineerhttps://www.tomshardware.com/raspberry-pi/the-decisioninator-saved-my-marriage-says-software-engineer-raspberry-pi-powered-device-automates-restaurant-chore-date-night-and-movie-night-choices
2025-09-08 21:24アップグレード版Nvidia RTX 5090は、128GBのVRAMと13,000ドルの価格が付けられているUpgraded Nvidia RTX 5090 gets 128GB VRAM and $13,000 price taghttps://www.tomshardware.com/pc-components/gpus/upgraded-nvidia-rtx-5090-gets-128gb-vram-and-usd13-000-price-tag-super-limited-gpu-is-described-as-a-prototype
TechPowerup
2025-09-08T18:28:06+00:00ASUS ROG Strix OLED XG27ACDNG レビュー – プロゲーマーにも十分な性能ASUS ROG Strix OLED XG27ACDNG Review – Good Enough for Pro Gamershttps://www.techpowerup.com/review/asus-rog-strix-oled-xg27acdng/
2025-09-08T16:06:06+00:00中国のAIチップへの野望、HBMメモリ供給不足で制約を受けると報告書が指摘China’s AI Chip Ambitions Limited by HBM Memory Supply, Notes Reporthttps://www.techpowerup.com/340789/chinas-ai-chip-ambitions-limited-by-hbm-memory-supply-notes-report
2025-09-08T15:38:44+00:00わずか50ドルでライフタイムのGetflixサブスクリプションでグローバルストリーミングとVPNを解放Unlock Global Streaming and a VPN With a Lifetime Getflix Subscription for Just $50https://www.techpowerup.com/340707/unlock-global-streaming-and-a-vpn-with-a-lifetime-getflix-subscription-for-just-usd-50
2025-09-08T15:11:22+00:00SiFiveの新RISC-V IP、スカラー・ベクター・マトリックス計算を融合し、遠隔IoTからデータセンターまでのAI処理を加速SiFive’s New RISC-V IP Combines Scalar, Vector and Matrix Compute to Accelerate AI from the Far Edge IoT to the Data Centerhttps://www.techpowerup.com/340788/sifives-new-risc-v-ip-combines-scalar-vector-and-matrix-compute-to-accelerate-ai-from-the-far-edge-iot-to-the-data-center
2025-09-08T14:48:10+00:00SonyのPlayStation 6、発売時に着脱可能なディスクドライブ搭載Sony’s PlayStation 6 to Offer Detachable Disc Drive at Launchhttps://www.techpowerup.com/340787/sonys-playstation-6-to-offer-detachable-disc-drive-at-launch
2025-09-08T14:31:09+00:00d-Matrix、スケールAI推論のための超低遅延を実現するJetStream I/Oアクセラレータを発表d-Matrix Announces JetStream I/O Accelerators Enabling Ultra-Low Latency for AI Inference at Scalehttps://www.techpowerup.com/340786/d-matrix-announces-jetstream-i-o-accelerators-enabling-ultra-low-latency-for-ai-inference-at-scale
2025-09-08T14:11:13+00:00My Arcade、Atari Gamestation Goを発売My Arcade Launches the Atari Gamestation Gohttps://www.techpowerup.com/340785/my-arcade-launches-the-atari-gamestation-go
2025-09-08T14:07:18+00:00Intelの14Aノード、ハイNA EUVの影響で18A以上のコストが見込まれるIntel 14A Node Expected to Cost More Than 18A, Driven by High-NA EUVhttps://www.techpowerup.com/340784/intel-14a-node-expected-to-cost-more-than-18a-driven-by-high-na-euv
2025-09-08T13:05:33+00:00Axelera AI、Metis M.2 MaxでエッジにおけるLLM処理を2倍に強化Axelera AI Boosts LLMs at the edge by 2x with the Metis M.2 Maxhttps://www.techpowerup.com/340782/axelera-ai-boosts-llms-at-the-edge-by-2x-with-the-metis-m-2-max
2025-09-08T12:48:02+00:00Akko、IFA 2025で『蛇の年』キーボードを発表し、グローバルなマグネティックスイッチ戦略を加速Akko Unveils Year of the Snake Keyboard at IFA 2025 and Accelerates Global Magnetic Switch Strategyhttps://www.techpowerup.com/340781/akko-unveils-year-of-the-snake-keyboard-at-ifa-2025-and-accelerates-global-magnetic-switch-strategy
2025-09-08T12:25:14+00:00Sarcina、次世代UCIe-A/Sチップレット相互接続技術を先駆けて開発Sarcina Pioneers Next-Generation UCIe-A/S Chiplet Interconnectshttps://www.techpowerup.com/340780/sarcina-pioneers-next-generation-ucie-a-s-chiplet-interconnects
2025-09-08T09:59:25+00:00AMD、Arm ISAがx86に対して効率面での優位性を持たないと主張AMD Claims Arm ISA Doesn’t Offer Efficiency Advantage Over x86https://www.techpowerup.com/340779/amd-claims-arm-isa-doesnt-offer-efficiency-advantage-over-x86
2025-09-08T09:46:06+00:00Samsung Display、IAA Mobility 2025でモビリティ向けOLEDリーダーシップを拡大Samsung Display Expands OLED Leadership into Mobility at IAA Mobility 2025https://www.techpowerup.com/340778/samsung-display-expands-oled-leadership-into-mobility-at-iaa-mobility-2025
2025-09-08T08:57:29+00:00AIおよびサーバー需要により、2025年第2四半期のエンタープライズSSD収益が12.7%増AI and General Server Demand Drive 2Q25 Enterprise SSD Revenue Up 12.7%https://www.techpowerup.com/340777/ai-and-general-server-demand-drive-2q25-enterprise-ssd-revenue-up-12-7
2025-09-08T08:52:15+00:00SilverStone、FHS120 24VおよびFHS80X 24V産業用ファンを発売SilverStone Launches FHS120 24V and FHS80X 24V Industrial Fanshttps://www.techpowerup.com/340776/silverstone-launches-fhs120-24v-and-fhs80x-24v-industrial-fans
2025-09-08T07:57:43+00:00AMD Ryzen 5 9500F、9月16日より各店舗で販売開始AMD Ryzen 5 9500F Arrives in Stores on September 16https://www.techpowerup.com/340773/amd-ryzen-5-9500f-arrives-in-stores-on-september-16
2025-09-08T07:33:00+00:00Raspberry Pi、70ドルで1TBのRaspberry Pi SSDを発売Raspberry Pi Launches Raspberry Pi SSD 1TB for $70https://www.techpowerup.com/340772/raspberry-pi-launches-raspberry-pi-ssd-1tb-for-usd-70
2025-09-08T07:28:58+00:00NVIDIA GeForce RTX 5090、128GBのVRAM容量にアップグレードNVIDIA GeForce RTX 5090 Gets 128 GB VRAM Capacity Modhttps://www.techpowerup.com/340771/nvidia-geforce-rtx-5090-gets-128-gb-vram-capacity-mod
EETimes Taiwan
2025-09-08車載映像の相互運用問題を解決 OpenGMSLオープン規格登場車用影像互通有解 OpenGMSL開放標準登場https://www.eettaiwan.com/20250908nt31-opengmsl-aims-to-overcome-automotive-video-interoperability-challenge/
2025-09-08双方向電流ミラーがEarly効果を克服 Wilson構造のさらなる進化雙向電流鏡克服Early效應 Wilson架構再進化https://www.eettaiwan.com/20250908nt51-a-two-way-wilson-current-mirror/
2025-09-08計算力とオープンソースが共に進む AMDがオープンAIエコシステムを推進算力與開源並進 AMD推動開放式AI生態系https://www.eettaiwan.com/20250908nt11-amd-drives-open-ai-ecosystem-through-compute-and-open-source/
2025-09-082025年はAI需要が独走 2026年は電子産業が低速成長に直面する恐れ2025年AI需求獨強 2026年電子產業恐面臨低速成長https://www.eettaiwan.com/20250908nt21-2026-electronics-industry-faces-slow-growth/
2025-09-08「世界と共に、革新の出航」 SEMICON Taiwan 2025登場「世界同行 創新啟航」 SEMICON Taiwan 2025登場https://www.eettaiwan.com/20250908nt22-semicon-taiwan-2025-set-to-open-spotlighting-global-collaboration/
EETimes Asia
2025-09-08SEMICON Taiwan 2025、AI主導の産業変革に注目SEMICON Taiwan 2025 Puts Spotlight on AI-Driven Industry Shifthttps://www.eetasia.com/semicon-taiwan-2025-puts-spotlight-on-ai-driven-industry-shift/
2025-09-082025年第2四半期、世界のIC装置請求額が前年同期比24%増加Global IC Equipment Billings Up 24% YoY in 2Q 2025https://www.eetasia.com/global-ic-equipment-billings-up-24-yoy-in-2q-2025/
2025-09-08Nordic PMIC、小型用途向けに超低消費電力の精密燃料計測を実現Nordic PMIC Offers Ultra-low Power Precision Fuel Gauging for Compact Applicationshttps://www.eetasia.com/nordic-pmic-offers-ultra-low-power-precision-fuel-gauging-for-compact-applications/
2025-09-08DigiKey、Factory Tomorrowビデオシリーズのシーズン5を公開DigiKey Releases Season 5 of Factory Tomorrow Video Serieshttps://www.eetasia.com/digikey-releases-season-5-of-factory-tomorrow-video-series/
2025-09-08若手人材を育成するため、産業オートメーションの簡素化を推進Simplifying Industrial Automation to Encourage Young Talenthttps://www.eetasia.com/simplifying-industrial-automation-to-encourage-young-talent/
EETimes India
2025-09-08Semicon India 2025は、Aatmanirbharチップのロードマップを加速するスタートアップを紹介Semicon India 2025 Showcases Startups Accelerating Roadmap for Aatmanirbhar Chipshttps://www.eetindia.co.in/semicon-india-2025-showcases-startups-accelerating-roadmap-for-aatmanirbhar-chips/
ZDNET Korea
2025-09-09ガートナーが再認定したピュアストレージ、マジック・クアドラントで12年連続リーダー가트너가 또 인정한 퓨어스토리지, 매직 쿼드런트 12년 연속 리더https://www.zdnet.co.kr/20250909074313%22%20title=%22
2025-09-09カカオ、「オヌルコング」のテストを年末まで延長…参加型コマース実験に注目카카오, ‘오늘공구’ 연말까지 테스트 연장…참여형 커머스 실험 주목https://www.zdnet.co.kr/20250908231903%22%20title=%22
2025-09-08“釜山港、世界的スマート港へ” ロボット・AI技術の本格適用開始“부산항, 세계적 스마트 항만으로” 로봇·AI 기술 적용 본격화https://www.zdnet.co.kr/20250908233212%22%20title=%22
2025-09-08エスエ이엠티が国調達サイトにiPadの新製品を登録에스에이엠티, 나라장터에 아이패드 신제품 등록https://www.zdnet.co.kr/20250908232001%22%20title=%22
2025-09-08ドルビー、K-アーティストの創作支援돌비, K-아티스트 창작 지원https://www.zdnet.co.kr/20250908231624%22%20title=%22
2025-09-08ビ알랩、LG電子と睡眠に関する先行研究で提携비알랩, LG전자와 수면 선행연구 맞손https://www.zdnet.co.kr/20250908231203%22%20title=%22
2025-09-08フューチャープレイ、TIPsグローバル特化型オペレーターに選定퓨처플레이, 팁스 글로벌 특화형 운영사 선정https://www.zdnet.co.kr/20250908230731%22%20title=%22
2025-09-08ハウスクック、法人向け専門モールをオープン하우스쿡, 사업자용 전문몰 열어https://www.zdnet.co.kr/20250908230419%22%20title=%22
2025-09-08ネイバーブログがリニューアル…AIにより好みに合わせた投稿を表示네이버 블로그 개편…AI로 취향 맞춘 게시글 보여준다https://www.zdnet.co.kr/20250908222706%22%20title=%22
2025-09-088日に発足した国家AI戦略委員会に参加するセキュリティ専門家2人は誰か?8일 발족 국가AI전략위원회 참여 보안 전문가 2인 누구?https://www.zdnet.co.kr/20250908222811%22%20title=%22
2025-09-08“中国の電気自動車に対抗するには、競争するよりもむしろエコシステムに参加すべきだ”“中 전기차 꺾으려고 경쟁하기 보단 생태계 합류해야”https://www.zdnet.co.kr/20250908175843%22%20title=%22
2025-09-08ジグザグ、8月に過去最高の美容取引額を記録지그재그, 8월 역대 최대 뷰티 거래액 기록https://www.zdnet.co.kr/20250908213635%22%20title=%22
2025-09-08ワイレス、マンウォン市場で2号目のオフライン店舗を開設와이레스, 망원시장에 두 번째 오프라인 스토어 열어https://www.zdnet.co.kr/20250908212906%22%20title=%22
2025-09-08チャットGPTがなぜ嘘をつくのか…オープンAI「훈련-평가 방식이 문제」챗GPT가 왜 거짓말 하냐면…오픈AI “훈련-평가 방식이 문제”https://www.zdnet.co.kr/20250908213209%22%20title=%22
2025-09-083,000万ウォン台の中国電気自動車に対し…ドイツの完成車メーカーが技術力と価格で反撃に出る3천만원대 中 전기차에…독일 완성차, 기술력·가격으로 반격 나선다https://www.zdnet.co.kr/20250908195019%22%20title=%22
2025-09-08ビグル、ショートドラマ『しなければならないシェアハウ스 シーズン2』を11日に公開비글루, 숏드라마 ‘해야만 하는 쉐어하우스 시즌2’ 11일 공개https://www.zdnet.co.kr/20250908204002%22%20title=%22
2025-09-08ソフトスクエアード、産業AI EXPOで開発チーム運営モデルを紹介소프트스퀘어드, 산업AI EXPO서 개발팀 운영 모델 소개https://www.zdnet.co.kr/20250908203605%22%20title=%22
2025-09-08[現場] AIは『道具』ではなく『存在の在り方』…未来の主導権を握る生存戦略は?[현장] AI는 ‘도구’가 아닌 ‘존재 방식’…미래 주도권을 잡을 생존 전략은?https://www.zdnet.co.kr/20250908194746%22%20title=%22
2025-09-08アップル、23~24日に『スマート製造フォーラム』を開催애플, 23~24일 ‘스마트 제조 포럼’ 개최https://www.zdnet.co.kr/20250908191501%22%20title=%22
中央日報
2025-09-09[2025 イノベーション創業国家 大韓民国国際フォーラム] AI専用低消費電力半導体設計・開発[2025 혁신창업국가 대한민국 국제포럼] AI 전용 저전력 반도체 설계·개발https://www.joongang.co.kr/article/25365412
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BAIDU
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