Semiconductor News 20250924

TOC

Main News

1. NVIDIA and OpenAI form strategic alliance to build AI data center worth up to 15 trillion yen

NVIDIA and OpenAI have formed a strategic alliance and announced plans to invest up to 15 trillion yen ($100 billion) to build a massive AI data center. The plan includes integration of NVIDIA’s Vera Rubin AI platform, and NVIDIA has promised that despite the massive deal, GPU supply will not be affected and that all customers will be given top priority. This is one of the largest investments ever made in AI computing infrastructure and demonstrates NVIDIA’s commitment to reinvesting in its leading position in AI.

2. TSMC Increases N3P Prices by 20% Ahead of 2nm Era to Expand Foundry Market Dominance

TSMC is reportedly raising the price of its N3P process by 20% before the next generation 2nm era arrives, putting pressure on customers such as Qualcomm and MediaTek TSMC is further expanding its dominance in the foundry market, while Samsung is losing ground Samsung is losing ground. The CEO of Yole Group also stated that TSMC is leading the AI era in a major supply chain transformation, and that 15 companies, including Intel, AMD, and MediaTek, are among the first customers to adopt the 2nm process.

3.Samsung struggles with HBM4 yield; SK Hynix leads memory race

Samsung is reportedly struggling with HBM4 yield (yield), while SK Hynix is leading the high-bandwith memory (HBM) competition. Currently, Samsung is rushing to supply HBM3E to Nvidia, and the results of the Wafer Acceptance Test (WAT) are critically important for the supply to be realized. In contrast, SK Hynix is launching its M15 pilot line to produce 1 billion DRAMs to meet the surge in HBM demand from major tech companies.

4. NVIDIA and Intel Strengthen Strategic Alliance, Jointly Develop AI Superchip

NVIDIA is reportedly investing $5 billion in Intel to strengthen its alliance with Intel and jointly develop AI superchips; Intel joining Nvidia’s NVLink camp is described as having a significant impact on AI chip design, and the partnership is expected to boost long-term demand for ABF substrates. It is also suggested that this strong alliance will be a factor in further widening the technology gap between the U.S. and China.

5. Tesla Hires Semiconductor Talent for 2nm Samsung Collaboration and AI6 Chip Enhancement

Tesla is reportedly actively hiring experts in the field of semiconductor design in order to strengthen its in-house developed AI6 chip and to promote collaboration with Samsung in the 2nm process. This indicates that Tesla is accelerating its in-house manufacturing strategy by securing cutting-edge semiconductor technology in the areas of automated driving and AI computing.

6. MediaTek Considers U.S. Production at TSMC Arizona to Avoid Tariffs and Secure Customers

MediaTek is reportedly considering U.S. production at TSMC’s Arizona plant to secure customers while avoiding future tariff impacts. In addition, MediaTek’s new flagship chip Dimensity 9500, a significant upgrade to the ARM Mali-G1 Ultra, offers more FP32 computing power than the Xbox Series S and is targeted at the Apple A19 Pro to expand market share.

7. iPhone 17 Demand Surges; Apple Sees Opportunity to Capture Over 300 Million Users

Demand for the iPhone 17 is surging in the marketplace, and T-Mobile has achieved its largest iPhone weekend ever with the iPhone 17. for Apple, this represents a significant This is a huge business opportunity for Apple. Meanwhile, some iPhone 17 and 17 Pro users have reported Wi-Fi issues that appear to be caused by the iOS 26 update.

8. SK Hynix starts operation of M15 pilot line to produce 1 billion DRAMs to meet HBM demand

SK Hynix has reportedly launched its M15 pilot line for 1 billion DRAM production to meet the surge in demand for High Bandwidth Memory (HBM) from major tech companies. The company is following in the footsteps of Micron and Samsung in negotiating price adjustments with customers, a move that will increase its supply capacity and price dominance in the AI-era memory market.

Intel changes iGPU driver support structure for 11th-14th generation Core processors

Intel has announced that it has separated the built-in graphics (iGPU) drivers for its 11th through 14th generation Core processors into a separate lineage. This confirms that gaming support for these processor graphics will be discontinued on the first day of launch (Day 0). This indicates that Intel is focusing resources on new GPU products (such as Arc) and has revised its support strategy for traditional integrated graphics.

10. advanced packaging and photoelectric integration will be the focus of technology in the AI era

With the growing demands of AI and HPC (High Performance Computing), advanced packaging technologies are becoming increasingly important, and 12-inch SiC substrates are poised for a two-step introduction to CoWoS packaging. Advanced packaging was also shown to be a major focus at the SEMI event, as optoelectronic fusion startups invested by NVIDIA and TSMC are developing the technology with the goal of starting volume production in 2027. This move to integrate optical technology into chips aims to dramatically improve data transfer efficiency.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Sep 23, 10:5312インチSiC基板、CoWoSパッケージングへの二段階導入へ向け準備万全12-inch SiC substrates poised for two-phase entry onto CoWoS packaginghttps://www.digitimes.com/news/a20250923PD213/sic-packaging-12-inch-cowos-tsmc.html
Sep 23, 15:36Hanwha Semitech、OSAT競争でFoxconnおよびASEを誘う模様Hanwha Semitech reportedly courts Foxconn, ASE in OSAT racehttps://www.digitimes.com/news/a20250923PD221/hanwha-foxconn-ase-taiwan-2025.html
Sep 23, 11:46解説:なぜIntelはAMDの盟友からNvidiaのパートナーへと変貌を遂げたのか?Commentary: How did Intel go from AMD ally to Nvidia partner?https://www.digitimes.com/news/a20250922PD228/intel-nvidia-amd-2025-ceo.html
Sep 23, 08:50Cadence幹部によると、インドが先進ノードチップ設計のリーダーとして台頭しているIndia emerges as advanced-node chip design leader, says Cadence exechttps://www.digitimes.com/news/a20250922VL202/design-cadence-manufacturing-talent-investment.html
Sep 23, 06:57中国に対する政策的封じ込めの緩和でDDR5の価格懸念が薄れる中、台湾のDDR4供給は完売China policy containment eases DDR5 price fears as Taiwan’s DDR4 supply sells outhttps://www.digitimes.com/news/a20250919PD209/ddr5-ddr4-dram-policy-price.html
Sep 23, 17:04Samsung、HBM4の歩留まりで苦戦、一方でSK Hynixがメモリ競争をリードSamsung reportedly struggles with HBM4 yields as SK Hynix leads memory racehttps://www.digitimes.com/news/a20250923PD223/samsung-hbm4-sk-hynix-nvidia-dram.html
Sep 23, 14:59Tesla、AI6チップ強化および2nm Samsungとの協業を推進するため、半導体人材を採用中と報じられるTesla reportedly recruiting semiconductor talent to boost AI6 chip and 2nm Samsung collaborationhttps://www.digitimes.com/news/a20250923PD225/tesla-samsung-2nm-development-production.html
Sep 23, 11:52Samsung、NvidiaへのHBM3E供給に急ぎ、WAT結果が鍵となるSamsung races to supply Nvidia with HBM3E, WAT results crucialhttps://www.digitimes.com/news/a20250922PD235/samsung-nvidia-hbm3e-development-hbm4.html
Sep 23, 11:50Nvidia-Intel同盟がABF基板の長期需要を押し上げるNvidia-Intel alliance to boost long-term demand for ABF substrateshttps://www.digitimes.com/news/a20250923PD215/nvidia-intel-demand-partnership-pc.html
Sep 23, 11:47解説:IntelがNvidiaのNVLink陣営に加わる理由と、それがAIチップに与える影響Commentary: Why Intel is joining Nvidia’s NVLink camp and what it means for AI chipshttps://www.digitimes.com/news/a20250919PD211/intel-nvidia-chips-tsmc-ifs.html
Sep 23, 11:45TSMC、ファウンドリ市場での優位を拡大;一方、Samsungは地盤を失うTSMC extends lead in foundry market as Samsung loses groundhttps://www.digitimes.com/news/a20250923PD212/tsmc-samsung-market-market-share-semiconductor-industry.html
Sep 23, 08:51Yole Group CEOインタビュー(パート1):サプライチェーンの大変革の中、TSMCがAI時代を牽引Yole Group CEO interview (Part 1): TSMC dominates AI era as supply chain dynamics undergo massive shiftshttps://www.digitimes.com/news/a20250922PD220/supply-chain-tsmc-yole-ceo-manufacturing.html
Sep 23, 08:51中国のNew Vision Micro、ディスプレイ不振後、AIコンピュート分野で救済策を模索China’s New Vision Micro seeks lifeline in AI compute after display slidehttps://www.digitimes.com/news/a20250922VL201/display-shanghai-chips-2023-profit.html
Sep 23, 06:57Nvidia-Intel同盟が米中の技術格差を一層拡大Nvidia-Intel alliance deepens US-China tech dividehttps://www.digitimes.com/news/a20250919PD218/nvidia-intel-investment-government-design.html
Sep 23, 06:56Episil、複合半導体市場の底打ちを背景に、第4四半期の反発を狙いSiCとGaNに注力Episil bets on SiC and GaN for Q4 rebound as compound semiconductor market bottoms outhttps://www.digitimes.com/news/a20250918PD217/episil-sic-gan-market-silicon.html
wccftech
2025-09-24iPhone 17 Pro Maxのアルミ製ボディは、Galaxy S25 Ultraのチタン合金と比較して落下試験に耐えるが、角への衝撃には弱いiPhone 17 Pro Max’s Aluminum Build Holds Up Well To Drops Against Galaxy S25 Ultra’s Titanium Alloy, But Is Susceptible To Corner Impactshttps://wccftech.com/iphone-17-pro-max-aluminum-vs-galaxy-s25-ultra-titanium-alloy-six-drop-tests/
2025-09-24Walmartでの最高のGeForce RTX 50シリーズのお得情報:GPU、デスクトップ、ラップトップが史上最低価格Here Are The Best GeForce RTX 50 Series Deals On Walmart; GPUs, Desktops, And Laptops At The Lowest Prices Everhttps://wccftech.com/here-are-the-best-geforce-rtx-50-series-deals-on-walmart/
2025-09-24Intel Arc GPUドライバが、XeSS MFGの『マルチフレーム生成』技術の可能性を示唆Intel Arc GPU Drivers Hint At Possible XeSS MFG “Multi-Frame Generation” Techhttps://wccftech.com/intel-arc-gpu-drivers-hint-at-possible-xess-mfg-multi-frame-generation-tech/
2025-09-24iPhone 17および17 ProユーザーがWi‑Fi問題を報告、iOS 26アップデートが原因と見られるiPhone 17 And 17 Pro Users Report Wi-Fi Issues, With iOS 26 Update Likely To Blamehttps://wccftech.com/iphone-17-and-pro-users-report-wi-fi-issues-with-ios-26-update-likely-to-blame/
2025-09-24NetEaseがMarvel Rivalsの新マップ『K’un-Lun: Heart of Heaven』を発表、今週登場予定NetEase Debuts Marvel Rivals New K’un-Lun: Heart of Heaven Map Arriving This Weekhttps://wccftech.com/marvel-rivals-new-kun-lun-heart-of-heaven-map/
2025-09-24Ubisoftが『Avatar: Frontiers of Pandora – From the Ashes』拡張パックを発表、2025年12月登場Ubisoft Debuts Avatar: Frontiers of Pandora – From the Ashes Expansion, Arriving December 2025https://wccftech.com/avatar-frontiers-of-pandora-from-the-ashes-expansion-december-release-ubisoft/
2025-09-24iPhone 17の需要急増により、過去4年間アップグレードされていない約3億1500万台へのアプローチが可能にiPhone 17’s Demand Surge Gives Apple An Opportunity To Target Around 315 Million Devices That Have Not Been Upgraded In Four Yearshttps://wccftech.com/iphone-17-demand-surge-creates-opportunity-to-target-potentially-315-million-users/
2025-09-24Intel、第11~14世代プロセッサの内蔵グラフィックスは発売初日のゲームサポートを終了Intel Confirms 11th To 14th Gen Processor Graphics Will No Longer Offer Day 0 Game Supporthttps://wccftech.com/intel-confirms-11th-to-14th-gen-processor-graphics-will-no-longer-offer-day-0-game-support/
2025-09-24Dying Light: The BeastがSteamで100万本以上を売り上げ(DL2ユーザーは除く)Dying Light: The Beast Sells Over 1M on Steam (Not Counting DL2 Users)https://wccftech.com/dying-light-the-beast-sells-over-1-million-steam/
2025-09-24ドラゴンクエストI&II HD‐2Dリメイク、新トレーラーで新コンテンツを公開Dragon Quest I & II HD-2D Remake Shows Off New Content in New Trailerhttps://wccftech.com/dragon-quest-i-ii-hd-2d-remake-shows-off-new-content-in-new-trailer/
2025-09-24Painkiller Revival、10月後半に若干遅延。新たなローグライクモードのゲームプレイトレーラー公開Painkiller Revival Gets Slightly Delayed Deeper Into October, New Rougelike Mode Gameplay Trailer Revealedhttps://wccftech.com/painkiller-revival-slightly-delayed-new-rougelike-mode-gameplay-trailer/
2025-09-24IntelはハイエンドデスクトップGPUからの撤退を見せず、『最先端』技術推進のための新求人を掲載Intel Isn’t Backing Down From High-End Desktop GPUs Yet, Posting a New Job Opening to Advance “Cutting-Edge” Technologyhttps://wccftech.com/intel-isnt-backing-down-from-high-end-desktop-gpus/
2025-09-24Dimensity 9500、ARM Mali-G1 Ultraの大幅アップグレードにより、Xbox Series Sを上回るFP32演算能力を発揮Dimensity 9500 Has Higher FP32 Compute Power Than An Xbox Series S Console, Thanks To The Massive ARM Mali-G1 Ultra Upgradehttps://wccftech.com/dimensity-9500-higher-fp32-computer-power-than-xbox-series-s/
2025-09-24Starbreeze、月額5ドルでほぼ全DLCにアクセス可能なPayday 2サブスクリプションを開始Starbreeze Introduces a Payday 2 Subscription That Lets You Access (Almost) Every DLC for $5/Monthhttps://wccftech.com/starbreeze-introduces-a-payday-2-subscription-that-lets-you-access-almost-every-dlc-for-5-month/
2025-09-23T‑Mobile、iPhone 17で史上最大のiPhoneウィークエンドを達成し、Appleとキャリア双方に大きな快挙T-Mobile Just Hit Its Biggest iPhone Weekend Ever With iPhone 17, Marking A Huge Win For Both Apple And The Carrierhttps://wccftech.com/t-mobile-just-hit-its-biggest-iphone-weekend-ever-with-iphone-17-marking-a-huge-win-for-both-apple-and-the-carrier/
2025-09-23Origin CodeがVORTEX DDR5を発表。大容量DDR5キットとアクティブなトリプルファン冷却を搭載Origin Code Introduces VORTEX DDR5, Featuring High Capacity DDR5 Kits Coupled With Active Triple-Fan Coolinghttps://wccftech.com/origin-code-introduces-vortex-ddr5-featuring-high-capacity-ddr5-kits/
2025-09-23Appleは革新していないわけではない? iOS 26でメッセージに投票機能が追加Who Says Apple Does Not Innovate? iOS 26 Now Allows You To Add Polls To Your Messageshttps://wccftech.com/who-says-apple-does-not-innovate-ios-26-now-allows-you-to-add-polls-to-your-messages/
2025-09-23PlayStation State of Playが9月24日に帰ってくる―35分の最新情報と発表付きPlayStation State of Play Returns September 24 With 35 Minutes Of Updates and Revealshttps://wccftech.com/playstation-state-of-play-returns-on-september-24-with-35-minutes-of-updates-and-reveals/
2025-09-23小島プロダクションとNiantic Spatialが提携、新たなAR体験でストーリーテリングの限界に挑戦Kojima Productions and Niantic Spatial Are Partnering to “Push the Boundaries” of Storytelling with a New AR Experiencehttps://wccftech.com/kojima-productions-and-niantic-spatial-are-partnering-to-push-the-boundaries-of-storytelling-with-a-new-ar-experience/
2025-09-23NVIDIA DLSS 4のマルチフレーム生成機能が、ANANTAとJurassic World Evolution 3で採用決定NVIDIA DLSS 4 Multi Frame Generation Confirmed for ANANTA and Jurassic World Evolution 3https://wccftech.com/nvidia-dlss-4-multi-frame-generation-ananta-jurassic-world-evolution-3/
2025-09-23T‑Mobile、反発と従業員の圧力にもかかわらず、すべての取引をT‑Lifeアプリ経由にする締切を2026年に延期T-Mobile Pushes 2026 Deadline For All Transactions Via T-Life App, Despite Growing Backlash And Employee Pressurehttps://wccftech.com/t-mobile-pushes-2026-deadline-for-all-transactions-via-t-life-app-despite-growing-backlash-and-employee-pressure/
2025-09-23Appleの20周年記念iPhoneは一世代遅れに―Galaxy S26 Ultra以降、SamsungのCOE技術を採用予定Apple To Be A Whole Generation Behind For Its 20th Anniversary iPhone, Will Feature Samsung’s COE Technology After Galaxy S26 Ultrahttps://wccftech.com/apple-20th-anniversary-iphone-samsung-coe-oled-display/
2025-09-23WUCHANG: Fallen Feathersパッチ1.6、PC向けに大幅なVRAM最適化と性能向上を実施WUCHANG: Fallen Feathers Patch 1.6 Introduces Significant VRAM Optimization, Performance Improvements on PChttps://wccftech.com/wuchang-fallen-feathers-patch-1-6-vram-performance-visuals-improvements/
2025-09-23『Mafia: The Old Country』の女優によると、新たなMafiaゲームがグリーンライト決定New Mafia Game Has Been Greenlit, According to Mafia: The Old Country Actresshttps://wccftech.com/new-mafia-game-greenlit-mafia-the-old-country-actress/
2025-09-23ASRock製の驚異の180Hz、27インチIPSモニターがついに100ドル以下にThis Incredible 180Hz 27-Inch IPS Monitor From ASRock Just Went Under $100https://wccftech.com/this-incredible-180hz-27-inch-ips-monitor-from-asrock-just-went-under-100/
2025-09-23ANANTA、新たなTGS 2025トレーラーでアニメ風GTAのような世界観を披露ANANTA Really Looks Like Anime GTA in New Gameplay Trailer from TGS 2025https://wccftech.com/ananta-really-looks-like-anime-gta-gameplay-trailer/
2025-09-23もしAppleラインアップにiPhone 17 Pro miniが加わったら? 最新コンセプトがiPhone 17 Proと並ぶ姿を公開How Would An iPhone 17 Pro mini Look If It Was A Part Of Apple’s Lineup? Here Is The Latest Concept Placed Next To An iPhone 17 Prohttps://wccftech.com/how-an-iphone-17-pro-mini-looks-next-to-an-iphone-17-pro/
2025-09-23Palworld: Palfarmは、オンライン協力プレイが可能な農業ゲームのスピンオフPalworld: Palfarm Is a Farming Game Spin-off with Online Co-Ophttps://wccftech.com/palworld-palfarm-farming-game-spin-off/
2025-09-23小島プロダクション、新ODおよびDeath Stranding Mosquitoの新トレーラーを公開。PHYSINTの小規模アップデートも発表Kojima Unveils New Trailers for OD and Death Stranding Mosquito, Small Update on PHYSINThttps://wccftech.com/kojima-unveils-trailers-od-death-stranding-mosquito-physint/
2025-09-23GigabyteのZ890 AORUS TachyonでDDR5メモリのOC新記録達成―13,000 MT/s超え、JEDEC規格の約2.7倍の速度New DDR5 Memory OC Record Achieved, Over 13,000 MT/s on Gigabyte’s Z890 AORUS Tachyon, 2.7x Bump Over JEDEC Speedshttps://wccftech.com/ddr5-memory-oc-record-13000-mtps-gigabyte-z890-aorus-tachyon-ice/
2025-09-23調査会社CEOによると、AppleのC1X 5Gモデムは生性能ではまだQualcomm製に劣るが、バッテリー面での有利さが指摘されるApple’s C1X 5G Modem Is Not ‘Good As Qualcomm’s Yet’ In Raw Performance, Says Research Firm CEO, But Mentions Battery Advantagehttps://wccftech.com/apple-c1x-not-as-fast-as-qualcomm-5g-modems-says-research-firm-ceo/
2025-09-23マンチェスター・ユナイテッドのファンは、SOCOMとPSPのおかげでクラブの成功に感謝Manchester United Fans Have SOCOM and the PSP to Thank as Part of the Club’s Previous Successhttps://wccftech.com/manchester-united-fans-have-socom-and-the-psp-to-thank-as-part-of-clubs-success/
2025-09-23GeForce RTX 5060は置いておき、RTX 5060 Ti 8GBは309ドルに下落;RTX 5080もMSRP以下にSkip The GeForce RTX 5060 For The RTX 5060 Ti 8GB, Which Has Dropped To Just $309; RTX 5080 Also Dropped Below MSRPhttps://wccftech.com/rtx-5060-ti-8-gb-dropped-to-309-on-newegg/
2025-09-23B850/X870EマザーボードとRyzen 9800X3Dのセット購入で100ドル以上節約、これらのNeweggバンドルは見逃せないBuy A B850/X870E Motherboard With Ryzen 9800X3D And Save Over $100; These Newegg Bundles Will Be Hard To Pass Uphttps://wccftech.com/save-over-100-with-these-newegg-ryzen-9800x3d-motherboard-bundles/
2025-09-23OpenAIがNVIDIAのVera Rubin AIプラットフォームとの統合を発表、NVIDIAは驚異の1000億ドル投資を表明OpenAI Announces Integration of NVIDIA’s Vera Rubin AI Platform, NVIDIA Announces Investing a Whopping $100 Billionhttps://wccftech.com/openai-becomes-one-of-the-first-to-announce-integration-of-nvidia-vera-rubin/
日経 Tech Foresight
2025-09-24【特許】東芝、ペロブスカイト太陽電池の変換効率向上https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC126V40S5A910C2000000
2025-09-24NVIDIAやTSMCが投資 光電融合新興、節目の27年量産へhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC224QF0S5A920C2000000
2025-09-24世界半導体売上高、7月 中国3位転落で広がる米との差https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC222N20S5A920C2000000
マイナビニュース テックプラス
TrendForce
2025-09-23報道によれば、OpenAIがAppleのサプライヤーLuxshareと提携し、AIハードウェアの共同開発を進め、2026~2027年に発売予定OpenAI Reportedly Partners with Apple Supplier Luxshare for AI Hardware, Launch Slated for 2026–2027https://www.trendforce.com/news/2025/09/23/news-openai-reportedly-partners-with-apple-supplier-luxshare-for-ai-hardware-launch-slated-for-2026-2027/
2025-09-23報道によれば、TSMCが2nm時代に先立ちN3Pの価格を20%引き上げ、QualcommとMediaTekに圧力をかけているTSMC Reportedly Raising N3P Prices 20% Ahead of 2nm Era, Pressuring Qualcomm and MediaTekhttps://www.trendforce.com/news/2025/09/23/news-tsmc-reportedly-raising-n3p-prices-20-ahead-of-2nm-era-pressuring-qualcomm-and-mediatek/
2025-09-23報道によれば、MediaTekがTSMCとの協力で米国生産を視野に入れており、Dimensity 9500がApple A19 Proを狙っているMediaTek Reportedly Eyes U.S. Production with TSMC; Dimensity 9500 Targets Apple A19 Prohttps://www.trendforce.com/news/2025/09/23/news-mediatek-reportedly-eyes-u-s-production-with-tsmc-dimensity-9500-targets-apple-a19-pro/
2025-09-23報道によれば、SK hynixがMicronおよびSamsungに続き、顧客との価格調整交渉を進めているSK hynix Reportedly Negotiates Price Adjustments with Customers Following Micron, Samsunghttps://www.trendforce.com/news/2025/09/23/news-sk-hynix-reportedly-negotiates-price-adjustments-with-customers-following-micron-and-samsung/
2025-09-23報道によれば、SK hynixが大手テック企業のHBM需要急増を背景に、10億個DRAM生産向けのM15パイロットラインを立ち上げたSK hynix Reportedly Launches M15 Pilot Line for 1b DRAM Production Amid Big Tech HBM Surgehttps://www.trendforce.com/news/2025/09/23/news-sk-hynix-reportedly-launches-m15-pilot-line-for-1b-dram-production-amid-big-tech-hbm-surge/
Semiconductor Digest
22 minutes ago半導体の権威によるeBeamイニシアティブ調査が、今年のフォトマスク市場の継続的成長を予測eBeam Initiative Survey of Semiconductor Luminaries Predicts Continued Growth in Photomask Market This Yearhttps://www.semiconductor-digest.com/ebeam-initiative-survey-of-semiconductor-luminaries-predicts-continued-growth-in-photomask-market-this-year/
30 minutes agoSTARLightプロジェクト、300mmウェハ上での次世代シリコンフォトニクス分野を牽引する欧州コンソーシアムに選出STARLight Project Chosen as the European Consortium to Take Lead in Next-Gen Silicon Photonics on 300mm Wafershttps://www.semiconductor-digest.com/starlight-project-chosen-as-the-european-consortium-to-take-lead-in-next-gen-silicon-photonics-on-300mm-wafers/
36 minutes agoEUV Tech、シンガポールに初の国際オフィスを開設しグローバル展開を拡大EUV Tech Expands Global Footprint with Opening of First International Office in Singaporehttps://www.semiconductor-digest.com/euv-tech-expands-global-footprint-with-opening-of-first-international-office-in-singapore/
日本経済新聞
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ダイヤモンドオンライン
Tom’s Hardware
2025-09-23 21:27Nvidiaは、1000億ドル規模のOpenAI契約がGPU供給に影響を及ぼさないと約束Nvidia promises its $100 billion OpenAI deal won’t impact GPU supplyhttps://www.tomshardware.com/tech-industry/nvidia-promises-its-usd100-billion-openai-deal-wont-impact-gpu-supply-we-will-continue-to-make-every-customer-a-top-priority
2025-09-23 19:43レノボ、Legion Go 2の一部予約をキャンセルし、その他は膨大な需要により延期Lenovo cancels some Legion Go 2 pre-orders, delays others due to massive demandhttps://www.tomshardware.com/video-games/handheld-gaming/lenovo-cancels-some-legion-go-2-pre-orders-delays-others-due-to-massive-demand-says-it-cant-ship-handheld-consoles-in-a-timely-manner
2025-09-23 05:57報道によると、MediaTekが米国でのチップ生産を検討中MediaTek reportedly mulling US chip productionhttps://www.tomshardware.com/tech-industry/semiconductors/mediatek-reportedly-mulling-us-chip-production-could-use-tsmcs-arizona-fab-to-avoid-tariff-fallout
2025-09-23 04:27NvidiaとOpenAI、1000億ドル規模の提携を結び、AIデータセンター向けに10ギガワットのNvidia製ハードウェアを供給Nvidia and OpenAI forge $100 billion alliance to deliver 10 gigawatts of Nvidia hardware for AI datacentershttps://www.tomshardware.com/tech-industry/nvidia-and-openai-forge-usd100-billion-alliance-to-deliver-10-gigawatts-of-nvidia-hardware-for-ai-datacenters
2025-09-23 04:15報道によると、Intel、AMD、MediaTekがTSMCの2nmプロセス採用の先行導入企業の一つであり、同社は新プロセス技術に対して15社の顧客が既に取引候補としていると語っているIntel, AMD, and MediaTek reportedly among TSMC’s 2nm early adopters – company said to have 15 customers lined up for new process techhttps://www.tomshardware.com/tech-industry/intel-amd-and-mediatek-reportedly-among-tsmcs-2nm-early-adopters-company-said-to-have-15-customers-lined-up-for-new-process-tech
TechPowerup
2025-09-23T20:20:35+00:00Silent Hill f パフォーマンスベンチマークレビュー – 30以上のGPUをテストSilent Hill f Performance Benchmark Review – 30+ GPUs Testedhttps://www.techpowerup.com/review/silent-hill-f-performance-benchmark/
2025-09-23T19:07:14+00:002XKOが公式に10月7日に発売、トーナメント開催と共に2,500ドルのスポンサー賞金を提供2XKO Officially Launches October 7 Alongside Tournaments with $2,500 Sponsored Prizeshttps://www.techpowerup.com/341270/2xko-officially-launches-october-7-alongside-tournaments-with-usd-2-500-sponsored-prizes
2025-09-23T18:56:45+00:00WDKeys、2025年秋のソフトウェアセールを開始WDKeys Intros Autumn 2025 Software Salehttps://www.techpowerup.com/341234/wdkeys-intros-autumn-2025-software-sale
2025-09-23T18:46:15+00:00Microsoft、シリコンにマイクロ流体チャネルを刻印し冷却性能を3倍向上Microsoft Etches Microfluidic Channels Into Silicon for 3x Better Coolinghttps://www.techpowerup.com/341271/microsoft-etches-microfluidic-channels-into-silicon-for-3x-better-cooling
2025-09-23T18:29:44+00:00InnoSiliconのFenghua No.3 GPUが112GB以上のHBMメモリ搭載で発売、CUDA対応を主張InnoSilicon’s Fenghua No.3 GPU Launches with 112GB+ HBM Memory and Claims to Support CUDAhttps://www.techpowerup.com/341268/innosilicons-fenghua-no-3-gpu-launches-with-112gb-hbm-memory-and-claims-to-support-cuda
2025-09-23T18:14:38+00:00Palworld開発者が再び賭けに出る:Palfarmでクリーチャー収集と居心地の良いゲームを融合Palworld Dev Once Again Tempts Fate With Palfarm, Blending Creature Collection and Cozy Gamehttps://www.techpowerup.com/341256/palworld-dev-once-again-tempts-fate-with-palfarm-blending-creature-collection-and-cozy-game
2025-09-23T18:04:49+00:00このPDFエディタは一生Acrobatの代替となるThis PDF Editor Can Replace Acrobat For Lifehttps://www.techpowerup.com/341211/this-pdf-editor-can-replace-acrobat-for-life
2025-09-23T17:55:00+00:00PXNがV10 UltraおよびV10 Pro直結ドライブバンドルを発表PXN Introduces the V10 Ultra and V10 Pro Direct Drive Bundleshttps://www.techpowerup.com/341267/pxn-introduces-the-v10-ultra-and-v10-pro-direct-drive-bundles
2025-09-23T17:47:59+00:00ベビーステップで、大胆に本日PCおよびPlayStation 5に進出Baby Steps, Boldly Striding onto PC and PlayStation 5 Todayhttps://www.techpowerup.com/341266/baby-steps-boldly-striding-onto-pc-and-playstation-5-today
2025-09-23T17:43:21+00:00Harman、プレミアムオーディオのリーダーシップ拡大のためSound Unitedの買収を完了Harman Completes Sound United Acquisition to Expand Premium Audio Leadershiphttps://www.techpowerup.com/341265/harman-completes-sound-united-acquisition-to-expand-premium-audio-leadership
2025-09-23T17:40:03+00:00Solidigm、次世代ファンレスサーバーデザイン向けの世界初コールドプレート冷却eSSDを発表Solidigm Intros World’s First Cold-Plate-Cooled eSSD for Next-Gen Fanless Server Designshttps://www.techpowerup.com/341264/solidigm-intros-worlds-first-cold-plate-cooled-essd-for-next-gen-fanless-server-designs
2025-09-23T17:24:15+00:00Sharp、新型MultiSync EおよびEAシリーズのデスクトップモニターを発売Sharp Launches New MultiSync E and EA Series Desktop Monitorshttps://www.techpowerup.com/341262/sharp-launches-new-multisync-e-and-ea-series-desktop-monitors
2025-09-23T17:21:20+00:00ハイエンドのIntel Arc GPU、Intelがエンジニア増員で新たな生命線を確保High-End Intel Arc GPUs See Another Lifeline as Intel Hires More Engineershttps://www.techpowerup.com/341263/high-end-intel-arc-gpus-see-another-lifeline-as-intel-hires-more-engineers
2025-09-23T17:05:37+00:00Icy Dock、MB307U-1VB USB4からU.2/U.3 SSDアダプターを発表Icy Dock Announces MB307U-1VB USB4 to U.2/U.3 SSD Adapterhttps://www.techpowerup.com/341260/icy-dock-announces-mb307u-1vb-usb4-to-u-2-u-3-ssd-adapter
2025-09-23T16:45:18+00:00Microsoft、150の新パートナーシップでGame Passをさらに強化Microsoft Doubles Down on Game Pass With 150 New Partnershipshttps://www.techpowerup.com/341259/microsoft-doubles-down-on-game-pass-with-150-new-partnerships
2025-09-23T14:23:50+00:00SK Hynix、顧客価格調整を交渉しながら10億DRAMのパイロット生産を開始SK Hynix Begins 1b DRAM Pilot Production While Negotiating Customer Price Adjustmentshttps://www.techpowerup.com/341253/sk-hynix-begins-1b-dram-pilot-production-while-negotiating-customer-price-adjustments
2025-09-23T14:16:28+00:00MediaTek、顧客確保と関税回避のためTSMCアリゾナでの米国内生産を検討MediaTek Weighs U.S. Production at TSMC Arizona to Secure Customers and Avoid Tariffshttps://www.techpowerup.com/341255/mediatek-weighs-u-s-production-at-tsmc-arizona-to-secure-customers-and-avoid-tariffs
2025-09-23T13:14:10+00:00Corsair、全周囲パノラマガラス搭載のFrame 4500Xを発表Corsair Introduces the Frame 4500X with Wraparound Panoramic Glasshttps://www.techpowerup.com/341251/corsair-introduces-the-frame-4500x-with-wraparound-panoramic-glass
2025-09-23T11:32:23+00:00Bang & Olufsen、1世紀のデザインが凝縮された美しく着用可能なサウンド「Beo Grace」を発表Bang & Olufsen Crafts Beo Grace – A Century of Design Distilled Into Beautiful, Wearable Soundhttps://www.techpowerup.com/341248/bang-olufsen-crafts-beo-grace-a-century-of-design-distilled-into-beautiful-wearable-sound
2025-09-23T11:09:30+00:00Origin Code、アクティブトリプルファン冷却搭載の新型Vortex DDR5モジュールを発表Origin Code Announces New Vortex DDR5 Modules With Active Triple-Fan Coolerhttps://www.techpowerup.com/341247/origin-code-announces-new-vortex-ddr5-modules-with-active-triple-fan-cooler
2025-09-23T11:07:21+00:00Sennheiser、HD 500 BAMブームアームマイクを発売Sennheiser Launches HD 500 BAM Boom Arm Microphonehttps://www.techpowerup.com/341246/sennheiser-launches-hd-500-bam-boom-arm-microphone
2025-09-23T09:13:27+00:00Seagate、Acronisとの戦略的提携を締結Seagate Forges Strategic Alliance with Acronishttps://www.techpowerup.com/341245/seagate-forges-strategic-alliance-with-acronis
2025-09-23T09:10:21+00:00Logitech、新型Zone Wireless 2 ESおよびZone Wired 2オフィスヘッドセットを発表Logitech Introduces New Zone Wireless 2 ES and Zone Wired 2 Office Headsetshttps://www.techpowerup.com/341244/logitech-introduces-new-zone-wireless-2-es-and-zone-wired-2-office-headsets
2025-09-23T08:30:00+00:00新型DDR5メモリがCL68でDDR5-13020のOCレコードを樹立New DDR5 Memory OC Record Set at DDR5-13020 with CL68https://www.techpowerup.com/341243/new-ddr5-memory-oc-record-set-at-ddr5-13020-with-cl68
2025-09-23T07:43:57+00:00Microsoft、Windows-on-Arm利用の90%がネイティブアプリによると主張Microsoft Claims 90% of Windows-on-Arm Usage Happens on Native Appshttps://www.techpowerup.com/341241/microsoft-claims-90-of-windows-on-arm-usage-happens-on-native-apps
2025-09-22T13:25:55+00:00Intel、11~14世代Coreプロセッサ向けにiGPUドライバーを分離Intel Splits iGPU Drivers: 11th-14th Gen Core Processors Now on Separate Branchhttps://www.techpowerup.com/341221/intel-splits-igpu-drivers-11th-14th-gen-core-processors-now-on-separate-branch
EETimes Taiwan
2025-09-23AIの波に乗り、2025 EE前瞻技術大会が華々しく登場乘AI浪潮而起 2025 EE前瞻技術大會盛大登場https://www.eettaiwan.com/20250923nt11-ee-intelligent-techcon-2025-to-kick-off/
2025-09-23LEDヘッドライト:明るいかどうかが重要LED車頭燈:亮不亮有關係https://www.eettaiwan.com/20250923nt51-led-headlights-thank-goodness-for-the-bright-nes-s/
2025-09-23開発サイクルを加速し、新たなプラットフォームがモバイルAIの普及を促進加速開發週期 新平台提升行動裝置AI普及度https://www.eettaiwan.com/20250923nt11-new-platform-boosts-ai-adoption-on-mobile-devices/
2025-09-23第2四半期のNANDフラッシュ収益が季ごとに20%以上増加第二季NAND Flash營收季增逾20%https://www.eettaiwan.com/20250923nt21-q2-nand-flash-revenue/
2025-09-23SOT-MRAMの主要材料を突破し、台湾チームが高速省電力メモリを推進突破SOT-MRAM關鍵材料 台灣團隊推進高速省電記憶體https://www.eettaiwan.com/20250923nt22-taiwan-team-speeds-up-low-power-memory-with-sot-mram-breakthrough/
2025-09-22MCU向けAIの最適化為MCU最佳化AIhttps://www.eettaiwan.com/20250922nt31-optimizing-ai-for-microcontrollers/
2025-09-22FinFET技術の歩みと現状を探る瞭解FinFET技術的前世今生https://www.eettaiwan.com/20250922nt51-understanding-finfet-technology-a-comprehensive-guide/
2025-09-22『電網からチップへ』戦略で支援、AIと半導体が円滑なエネルギー転換を達成「從電網到晶片」策略助攻 AI與半導體順利能源轉型https://www.eettaiwan.com/20250922nt11-ai-and-the-semiconductor-industry-energy-transformation/
2025-09-22台湾の従業員は、世界の同業他社よりもAIエージェントとの協力に前向き台灣員工比全球同業更願意與AI代理協作https://www.eettaiwan.com/20250922nt21-taiwanese-employees-are-more-willing-to-collaborate-with-ai-agents/
EETimes Asia
2025-09-23TrendForce:2030年までにARグラスの出荷台数が3200万台に達すると予測TrendForce: AR Glasses Shipments Forecast to Reach 32mn Units by 2030https://www.eetasia.com/trendforce-ar-glasses-shipments-forecast-to-reach-32mn-units-by-2030/
2025-09-23Gigaphotonが日本のムーンショットR&Dプログラムに参画、パルスレーザー堆積用エキシマレーザーを狙うGigaphoton Joins Japan’s Moonshot R&D Program, Targets Excimer Laser for Pulsed Laser Depositionhttps://www.eetasia.com/gigaphoton-joins-japans-moonshot-rd-program-targets-excimer-laser-for-pulsed-laser-deposition/
2025-09-23文脈認識型エッジAIセンサーが消費者向けエレクトロニクスを再定義するContext-aware Edge AI Sensors Will Redefine Consumer Electronicshttps://www.eetasia.com/context-aware-edge-ai-sensors-will-redefine-consumer-electronics/
2025-09-22Tektronixの最新DPOが超高性能テスト・計測分野で新たなベンチマークを打ち立てるTektronix’s Latest DPO Sets New Benchmark in Ultra-high-performance Test and Measurementhttps://www.eetasia.com/tektronixs-latest-dpo-sets-new-benchmark-in-ultra-high-performance-test-and-measurement/
2025-09-22STがフランスのPLPパイロットラインを活用し、次世代チップ製造技術を推進ST Advances Next-gen Chip Manufacturing Tech with PLP Pilot Line in Francehttps://www.eetasia.com/st-advances-next-gen-chip-manufacturing-tech-with-plp-pilot-line-in-france/
2025-09-22IQMがScientekと提携し、台湾での量子コンピューティング推進を図るIQM Partners with Scientek to Boost Quantum Computing in Taiwanhttps://www.eetasia.com/iqm-partners-with-scientek-to-boost-quantum-computing-in-taiwan/
2025-09-22MIPSが中国市場の成長を加速するため、アラン・リーを任命MIPS Appoints Alan Li to Accelerate China Growthhttps://www.eetasia.com/mips-appoints-alan-li-to-accelerate-china-growth/
2025-09-22NVIDIAがIntelに50億ドルの出資を行い、AIスーパー チップを共同開発NVIDIA Takes $5B Stake in Intel and Will Jointly Develop AI Superchipshttps://www.eetasia.com/nvidia-takes-5b-stake-in-intel-and-will-jointly-develop-ai-superchips/
EETimes India
2025-09-22三菱電機、コンパクトなパワー半導体モジュールのサンプル出荷へMitsubishi Electric to Ship Compact Power Semiconductor Modules Sampleshttps://www.eetindia.co.in/mitsubishi-electric-to-ship-compact-power-semiconductor-modules-samples/
2025-09-22SEMICON Taiwan 2025:先進パッケージングに注目SEMICON Taiwan 2025: Spotlight on Advanced Packaginghttps://www.eetindia.co.in/semicon-taiwan-2025-spotlight-on-advanced-packaging/
2025-09-22シンガポールのSixSense、Raytekと協力し台湾でスマート製造を加速Singapore’s SixSense Collaborates with Raytek to Accelerate Smart Manufacturing in Taiwanhttps://www.eetindia.co.in/singapores-sixsense-collaborates-with-raytek-to-accelerate-smart-manufacturing-in-taiwan/
2025-09-22Arm、バンガロールに新オフィスを開設Arm Inaugurates New Office in Bengaluruhttps://www.eetindia.co.in/arm-inaugurates-new-office-in-bengaluru/
ZDNET Korea
2025-09-24発売18周年を迎えたクアルコム・スナップドラゴン…部品を超えて『文化 아이콘』に출시 18주년 맞은 퀄컴 스냅드래곤…부품 넘어 ‘문화 아이콘’으로https://www.zdnet.co.kr/20250924053325%22%20title=%22
2025-09-23ハンファセミテック、EMO 2025で自動棚装置を披露한화세미텍, EMO 2025서 자동선반 장비 선봬https://www.zdnet.co.kr/20250923225259%22%20title=%22
2025-09-23ピオリンク、クラウドネイティブインフラとセキュリティ戦略を発表파이오링크, 클라우드 네이티브 인프라·보안 전략 발표https://www.zdnet.co.kr/20250923224619%22%20title=%22
2025-09-23金融当局、ビッサムとオーストラリア取引所のオーダーブック共有を調査금융당국, 빗썸-호주 거래소 오더북 공유 조사https://www.zdnet.co.kr/20250923220216%22%20title=%22
2025-09-23[体験] メタバースで実験用マウスの解剖…あまりにもリアルで自然と目が逸れる[체험] 메타버스로 실험용 쥐 해부…너무 생생해 저절로 눈 돌려https://www.zdnet.co.kr/20250923194955%22%20title=%22
2025-09-23「39秒ごとに1件のAIベースのサイバー攻撃が発生…AIで防がなければ」“39초마다 1건의 AI 기반 사이버 공격 발생…AI로 막아야”https://www.zdnet.co.kr/20250923201201%22%20title=%22
2025-09-23イ・スンヒョン ラウンシチュオ代表 「ウェブ・AI融合による超接続認証プラットフォーム企業への飛躍」이순형 라온시큐어 대표 “웹·AI 융합 초연결 인증 플랫폼 기업 도약”https://www.zdnet.co.kr/20250923152851%22%20title=%22
2025-09-23医師協会「研修医特例法の修正案は制度の逆行…即刻改善すべき」의사협회 “전공의 특별법 수정 대안은 제도 역행…즉각 개선해야”https://www.zdnet.co.kr/20250923183302%22%20title=%22
2025-09-23NHN、デザインアワード『IDEA 2025』で銀賞を受賞NHN, 디자인 어워드 ‘IDEA 2025’ 은상 수상https://www.zdnet.co.kr/20250923180118%22%20title=%22
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中央日報
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2025-09-24[中央시평] 金融の航路、中国の教訓と韓国の課題[중앙시평] 금융의 항로, 중국의 교훈과 한국의 과제https://www.joongang.co.kr/article/25369348
BAIDU
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