Semiconductor News 20250926

TOC

Main News

  1. Intel and Apple Explore Negotiations for Pot ential Investment Intel is reportedly in early talks with Apple about a potential investment in an effort to revive its foundry division. The negotiations are seen as key to Intel strengthening its foundry business, a move that follows the precedent of NVIDIA’s $5 billion deal for Intel (reminiscent of Microsoft’s 1997 bailout of Apple).
  2. TSMC Accelerates Advanced Node Development and Reorganizes Arizona Leadership TSMC is rapidly advancing Fab 25 to establish a high-volume A14 node by 2028, with construction of a 1.4nm fab scheduled to begin in the Central Taiwan Science Park in Q4 2025. In addition, the company is also reorganizing the leadership of its Arizona fab as it strengthens its succession structure. In addition, TSMC plans to work with EDA partners to leverage AI to improve the energy efficiency of chip designs by 10x.
  3. NVIDIA Invests $5 Billion in Intel to Form AI Superchip Alliance NVIDIA has invested $5 billion in Intel to form the AI Superchip Alliance to jointly develop AI superchips. This major deal is a testament to the importance of strategic alliances in the semiconductor industry, and is argued to be reminiscent of Microsoft’s past investment in Apple as a major move toward Intel’s resurgence.
  4. Intel to Raise Prices of Older CPUs by More Than 10% Intel will reportedly raise prices of older CPUs (especially Raptor Lake chips and 13th generation CPUs) by more than 10% in the fourth quarter of 2025 due to a lack of demand for AI PCs. This is seen as a strategic adjustment to address the changing demand in the market and to ensure the profitability of older generation products.
  5. Qualcomm Significantly Enhances AI Performance with Next-Generation Snapdragon Chips Qualcomm has significantly enhanced AI performance with the introduction of the Snapdragon 8 Elite Gen 5 and Snapdragon X2 Elite Extreme. In particular, the Snapdragon X2 Elite Extreme uses a System in Package (SiP) memory configuration similar to Apple’s integrated RAM architecture to ensure high bandwidth. mobile CPU, but has also been shown to consume more power than the A19 Pro.
  6. Micron and TSMC Partner to Develop HBM4E Memory Micron has partnered with TSMC to develop the next generation of high bandwidth memory (HBM4E), which is expected to be available in 2027. This represents an acceleration of competition and technological cooperation in the high-performance memory market as demand for AI chips grows.
  7. SK hynix to Double its EUV Equipment Fleet by 2027 SK hynix plans to double its EUV (Extreme Ultraviolet) lithography equipment fleet by 2027, potentially making it the third largest EUV-owning company in the world, according to reports. This is an indication of SK hynix’s aggressive investment stance to establish a technological edge in advanced memory manufacturing such as DRAM and HBM.
  8. Taiwan in Diplomatic Conflict Over Chip Export Restrictions to South Africa In a rare diplomatic confrontation, Taiwan has taken steps to restrict chip exports to South Africa, but has postponed the imposition of these export restrictions following a request for consultations from South Africa. This highlights the current situation in which Taiwan’s semiconductor supply capacity has become an important bargaining chip in international politics and diplomacy.
  9. Alibaba Intensifies Conflict with Huawei in Establishing AI Chip Ecosystem Alibaba has set out to establish its own AI chip ecosystem, intensifying its conflict with Huawei in this area. This suggests that competition for leadership in the design and packaging of AI technology within China is intensifying.
  10. AI Boom Pushes Global Unicorn Companies’ Combined Market Capital ization to $1.4 Trillion The AI boom has driven the estimated combined market capitalization of the world’s “hectocorns” (private companies with a valuation of $100 billion or more) to $1.4 trillion, with OpenAI leading the market. Increased demand for AI is also driving sales growth in general-purpose servers and enterprise SSDs, which is significantly boosting the semiconductor equipment sector’s share price.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Sep 25, 13:58TSMC、後継体制強化の動きの中、アリゾナのリーダーシップを再編TSMC reshuffles Arizona leadership as executive succession accelerateshttps://www.digitimes.com/news/a20250925PD235/tsmc-arizona-ceo-supply-chain-fab.html
Sep 25, 15:10TSMCとEDAパートナー、AIを活用してチップ設計のエネルギー効率を10倍向上TSMC and EDA partners use AI to boost chip design energy efficiency tenfoldhttps://www.digitimes.com/news/a20250925PD233/tsmc-design-efficiency-eda-software.html
Sep 25, 15:10Micron、TSMCと提携しHBM4Eメモリの開発を進め、2027年発売を目指すMicron joins forces with TSMC for HBM4E memory, targeting 2027 launchhttps://www.digitimes.com/news/a20250925PD237/micron-tsmc-hbm4-2027-dram.html
Sep 25, 08:28リサーチインサイト:TSMC、『スリーアローズ』計画でAIチップ急増に伴う炭素排出削減に乗り出すResearch Insight:TSMC unveils ‘Three Arrows’ plan to curb carbon footprint amid AI chip surgehttps://www.digitimes.com/news/a20250924PD207/chips-ai-chip-demand-tsmc-production.html
Sep 25, 06:24中国、複数ルートでリソグラフィー技術の推進に乗り出すChina builds a multi-track lithography pushhttps://www.digitimes.com/news/a20250923VL207/duv-equipment-asml-semiconductors-nm.html
Sep 25, 13:41速報:南アフリカからの要請を受け、台湾が南アフリカ向けチップ輸出規制を延期Update: Taiwan delays South Africa chip export curbs after talks request by South Africahttps://www.digitimes.com/news/a20250925VL204/taiwan-south-africa-moea-beijing-taipei.html
Sep 25, 10:44独占:AI PC需要の不足を背景に、インテル、2025年第4四半期に旧型CPUの価格を10%以上引き上げExclusive: Intel raises prices of older CPUs by over 10% in 4Q25 amid AI PC demand shortfallhttps://www.digitimes.com/news/a20250925PD210/intel-pc-supply-chain-demand-ai-pc.html
Sep 25, 10:08アリババ、AIチップエコシステムの構築でファーウェイとの対立を激化Alibaba stakes out AI chip ecosystem, setting up a clash with Huaweihttps://www.digitimes.com/news/a20250925PD206/alibaba-huawei-ai-chip-design-packaging.html
Sep 25, 09:40C.C. Wei、新たなエリートネットワークで台湾の半導体覇権を牽引するため元TSMC幹部と会談C.C. Wei meets ex-TSMC chiefs in new elite network driving Taiwan’s chip dominancehttps://www.digitimes.com/news/a20250924VL210/tsmc-taiwan-chairman-honor-staff.html
Sep 25, 09:25メモリ不足がBT基板の受注を押し上げ、2025年第4四半期の成長勢いを加速Memory shortage drives BT substrate orders, boosting 4Q25 growth momentumhttps://www.digitimes.com/news/a20250924PD226/bt-substrate-growth-market-price-kinsus.html
Sep 25, 09:22クアルコム、Snapdragon 8 Elite Gen 5とSnapdragon X2 Elite Extremeを発表、AI性能を大幅強化Qualcomm unveils Snapdragon 8 Elite Gen 5 and Snapdragon X2 Elite Extreme with major AI performance gainshttps://www.digitimes.com/news/a20250925PD209/qualcomm-snapdragon-performance-flagship-npu.html
Sep 25, 08:42論説:Nvidiaの50億ドル規模のインテル取引が、1997年のマイクロソフトによるアップル救済を思い起こさせるCommentary: Nvidia’s US$5B Intel deal revives memories of Microsoft’s 1997 Apple lifelinehttps://www.digitimes.com/news/a20250924PD211/intel-nvidia-apple-microsoft-investment.html
Sep 25, 08:31市場の深刻な課題を背景に、アップルCEOが日本を訪問Apple CEO visits Japan amid critical challenges in the markethttps://www.digitimes.com/news/a20250924PD235/apple-ceo-market-tim-cook-cis.html
Sep 25, 08:23インテルとアップル、半導体業界の再生を狙い潜在的な投資について初期交渉中と報じられるIntel, Apple reportedly in early talks over potential investments as chipmaker seeks revivalhttps://www.digitimes.com/news/a20250925VL200/intel-apple-bloomberg-investment-manufacturing.html
Sep 25, 06:19台湾、珍しい外交対立の中で南アフリカ向けチップ輸出を制限Taiwan curbs chip exports to South Africa in rare diplomatic clashhttps://www.digitimes.com/news/a20250924VL211/taiwan-south-africa-exports-chips-security.html
Sep 25, 06:16サムスン、DRAM価格を記録的高水準に押し上げ、SKハイニックスは生産拡大、一方でCXMTはDDR5で苦戦Samsung pushes DRAM to record highs, SK Hynix scales up, CXMT struggles on DDR5https://www.digitimes.com/news/a20250924PD233/samsung-dram-sk-hynix-ddr5-cxmt.html
wccftech
2025-09-26Developer Splash Damageは、Tencentの所有から離れ、プライベートエクイティ投資家に買収されましたDeveloper Splash Damage No Longer Owned by Tencent, Acquired by Private Equity Investorshttps://wccftech.com/developer-splash-damage-no-longer-owned-by-tencent-acquired-by-private-equity-investors/
2025-09-26Doug Bowserは、アメリカ任天堂社長を退任し、Devon Pritchardが後任に就任しますDoug Bowser Is Retiring as Nintendo of America President, Will Be Replaced by Devon Pritchardhttps://wccftech.com/doug-bowser-retiring-as-nintendo-of-america-president-replaced-by-devon-pritchard/
2025-09-26Intelは、Arrow LakeデスクトップCPUがゲーム性能対価格比でAMDのRyzen 9000を上回ることをゲーマーに訴え、Core Ultra 7 265Kは9800X3Dと比較されていますIntel Tries To Convince Gamers That Arrow Lake Desktop CPUs Have Better Value Than AMD’s Ryzen 9000 In Gaming Perf/$, Core Ultra 7 265K Compared To 9800X3Dhttps://wccftech.com/intel-arrow-lake-vs-amd-ryzen-9000-gaming-performance-value-official-comparison/
2025-09-26最新報道によれば、Costcoは米国と英国でのXboxコンソール販売を停止した模様ですNew Reports Seemingly Confirm Costco Has Stopped Selling Xbox Consoles in the US and UKhttps://wccftech.com/reports-confirm-costco-has-stopped-selling-xbox-series-consoles-in-us-uk/
2025-09-26DirectX AgilitySDKは、シェーダーコンパイルに伴うスタッターや長いロード時間を解消する先進的なシェーダーデリバリー機能を搭載していますDirectX AgilitySDK Brings Advanced Shader Delivery Feature That Eliminates Stutters & Longer Loading Times Associated With Shader Compilationhttps://wccftech.com/microsoft-tackles-shader-compilation-stutters-loading-with-directx-agilitysdk-advanced-shader-delivery/
2025-09-26Yooka-Replayleeは、Nintendo Switch 2で30FPSでしか動作しませんYooka-Replaylee Only Runs at 30FPS on Nintendo Switch 2https://wccftech.com/yooka-replaylee-only-runs-30fps-nintendo-switch-2/
2025-09-26The Witcher 3: Wild HuntのクロスプラットフォームModサポートは2026年に延期されましたThe Witcher 3: Wild Hunt Cross-Platform Mod Support Delayed Into 2026https://wccftech.com/the-witcher-3-wild-hunt-cross-platform-mod-support-delayed-to-2026/
2025-09-26Borderlands 4のアップデートにより、コンソール向けFOVスライダーの追加や安定性の向上などが行われましたBorderlands 4 Update Adds FOV Slider on Consoles, Stability Improvements, And Morehttps://wccftech.com/borderlands-4-update-adds-fov-slider-consoles-stability-improvements-more/
2025-09-26Battlefield 6のポータルゲームプレイがオンラインで公開され、エディターの拡張可能性が示されましたBattlefield 6 Portal Gameplay Appears Online, Shows Just How Far The Editor Can Be Pushedhttps://wccftech.com/battlefield-6-portal-mode-gameplay-ea-battlefield-studios/
2025-09-26私がどのようにしてiPhone 16 Pro Maxのバッテリー健康度を12か月後も98%に保ったかHow I Managed To Retain 98 Percent Battery Health On My iPhone 16 Pro Max After 12 Months Of Usehttps://wccftech.com/iphone-16-pro-max-98-percent-battery-health-after-12-months/
2025-09-26Google DeepMindは、ロボットが様々なタスクで推論、計画、学習できるようGemini Robotics 1.5とER 1.5を発表しましたGoogle DeepMind Unveils Gemini Robotics 1.5 And ER 1.5 To Help Robots Reason, Plan, And Learn Across Different Taskshttps://wccftech.com/google-deepmind-unveils-gemini-robotics-1-5-and-er-1-5-to-help-robots-reason-plan-and-learn-across-different-tasks/
2025-09-26Mecha Break、Baby Steps、Swornなど、10の新タイトルがGeForce NOWライブラリに加わることが発表されましたMecha Break, Baby Steps, Sworn, and More Among the 10 New Titles Joining GeForce NOW Libraryhttps://wccftech.com/mecha-break-baby-steps-sworn-join-geforce-now-library/
2025-09-26Rougeliteサバイバルゲーム『Let It Die: Inferno』が、GungHo Online Entertainmentから今年12月にリリースされますRougelite-Survival Game Let It Die: Inferno Arrives This December From GungHo Online Entertainmenthttps://wccftech.com/rougelite-survival-game-let-it-die-inferno-december-release-date-state-of-play/
2025-09-26One More Levelは、Valor Mortisのプレイテストを来月実施すると発表しましたOne More Level Announces Valor Mortis Playtest Coming Next Monthhttps://wccftech.com/one-more-level-valor-mortis-playtest-next-month/
2025-09-26中国のYMTCが、HBM不足に対抗するため、国内生産を通じてDRAM事業に参入しましたChina’s YMTC Is Now Tapping Into the DRAM Business, Producing It Domestically to Combat the HBM Shortage in the Regionhttps://wccftech.com/china-ymtc-is-now-tapping-into-the-dram-business/
2025-09-26新型PlayStation 5 Proのハードウェア改訂版が、今月ヨーロッパで発売されるとの噂ですNew PlayStation 5 Pro Hardware Revision is Rumored To Launch in Europe This Monthhttps://wccftech.com/new-playstation-5-pro-hardware-revision-is-rumored-to-launch-in-europe-this-month/
2025-09-25Metal Gear Solid Delta: Snake EaterのFox Huntマルチプレイヤーモードが、10月に実装される予定ですThe Fox Hunt Multiplayer Mode in Metal Gear Solid Delta: Snake Eater Arrives in Octoberhttps://wccftech.com/fox-hunt-multiplayer-mode-in-metal-gear-solid-delta-snake-eater-arrives-in-october/
2025-09-25VerizonがRedwood Cityでスタンドアロン5Gを開始し、高速・低遅延・次世代サポートを提供していますVerizon Launches Standalone 5G In Redwood City, Catching Up To T-Mobile With Faster Speeds, Lower Latency, And Next-Gen Supporthttps://wccftech.com/verizon-launches-standalone-5g-in-redwood-city-catching-up-to-t-mobile-with-faster-speeds-lower-latency-and-next-gen-support/
2025-09-25『Ghost of Yōtei』レビュー ― 17世紀の蝦夷における復讐の代償を探りますGhost of Yōtei Review – Exploring the Price of Vengeance in 17th-Century Ezohttps://wccftech.com/review/ghost-of-yotei-exploring-the-price-of-vengeance-in-17th-century-ezo/
2025-09-25Snapdragon 8 Elite Gen 5を搭載したOnePlus 15が、Delta Forceで165FPSを達成するなど、魅力的なゲーム性能を実現していますOnePlus 15 Powered By The Snapdragon 8 Elite Gen 5 Delivers Impressive Gaming Performance Including Reaching 165FPS In Delta Forcehttps://wccftech.com/oneplus-15-gaming-performance-analysis-with-snapdragon-8-elite-gen-5/
2025-09-25iOS 26.1のベータ版からサードパーティ製ウェアラブル機器のサポートが示唆され、近い将来Galaxy WatchがiPhoneと連携できる可能性がありますYou Could Soon Use Your Galaxy Watch With An iPhone, As iOS 26.1 Beta Hints At Third-Party Wearable Supporthttps://wccftech.com/galaxy-watch-iphone-support-ios-26-1/
2025-09-25ASRockは、Arkveld MonsterにインスパイアされたRadeon RX 9070 XT『Monster Hunter Wilds Edition』を発売しましたASRock Launches Radeon RX 9070 XT Monster Hunter Wilds Edition, Inspired By Arkveld Monsterhttps://wccftech.com/asrock-launches-radeon-rx-9070-xt-monster-hunter-wilds-edition-inspired-by-arkveld-monster/
2025-09-25Ninja Gaiden 4では、アクセシブルヒーローモードと、挑戦的なマスターニンジャモードが新たなトレーラーで公開されましたNinja Gaiden 4 Accessible Hero Mode, Challenging Master Ninja Mode Showcased In New Trailerhttps://wccftech.com/ninja-gaiden-4-accessible-hero-mode-challenging-master-ninja-mode-showcased-in-new-trailer/
2025-09-25Forza Horizon 6は、2026年にPCとXbox向けにリリースされる予定ですForza Horizon 6 Is Coming To PC, Xbox Consoles In 2026https://wccftech.com/forza-horizon-6-is-coming-to-pc-xbox-consoles-in-2026/
2025-09-25Nintendo Switch 2においては、カートリッジ制限を解消するためにゲームキー・カードが必須であると、FFVII Rebirthのディレクターが述べましたNintendo Switch 2 Game-Key Cards Are Necessary to Overcome Cartridge Limitations, FFVII Rebirth Director Sayshttps://wccftech.com/nintendo-switch-2-game-key-cards-are-necessary-to-overcome-cartridge-limitations-ffvii-rebirth-director-says/
2025-09-25Snapdragon X2 Elite Extremeのダイパッケージは、Appleの統合RAMアーキテクチャに類似したSiPメモリアレンジメントを採用し、高い帯域幅を確保していますSnapdragon X2 Elite Extreme Die Package Shows SiP Memory Arrangement Similar To Apple’s Unified RAM Architecture, Ensuring High Bandwidthhttps://wccftech.com/snapdragon-x2-elite-extreme-die-package-shows-sip-ram/
2025-09-25Snapdragon 8 Elite Gen 5は、マルチコアワークロードで最速のモバイルCPUとなりましたが、その性能を実現するためにA19 Proよりも61%多くの電力を消費していますSnapdragon 8 Elite Gen 5 Is Now The Fastest Mobile CPU In Multi-Core Workloads, But Consumes 61% More Power Than A19 Pro To Achieve Thishttps://wccftech.com/snapdragon-8-elite-gen-5-beats-a19-pro-to-become-fastest-mobile-cpu-in-multi-core-workloads/
2025-09-25報道によると、Intelの最速ゲーミングCPUであるRaptor Lakeシリーズが、10%の値上げによりさらに高価になる見通しですIntel’s Fastest Gaming CPUs Are About To Get More Expensive As Report Alleges 10% Price Hike on Raptor Lake Chipshttps://wccftech.com/intel-raptor-lake-13th-14th-gen-fastest-gaming-cpu-price-hike-10-percent-bump/
2025-09-25Sonyは、プラナー磁気ドライバーと内蔵マイクを備えたPulse Elevateワイヤレススピーカーを発表し、2026年の発売を予定していますSony Unveils Pulse Elevate Wireless Speakers with Planar Magnetic Drivers and Built-in Mic; Launch Set for 2026https://wccftech.com/sony-unveils-pulse-elvate-wireless-speakers-built-in-mic/
2025-09-25Code Vein IIは、2026年1月30日にPCおよびコンソール向けにデビューしますCode Vein II Set for January 30, 2026 Debut on PC and Consoleshttps://wccftech.com/code-vein-ii-set-january-30-2026-debut/
2025-09-25Crimson Desertは、遂に発売日が決定し、推奨スペックが引き下げられましたCrimson Desert Has a Release Date, at Long Last; Recommended Requirements Have Been Reducedhttps://wccftech.com/crimson-desert-has-release-date-recommended-requirements-reduced/
2025-09-25報道によると、NVIDIAに続いて、Intelもアップルとの大規模な取引を模索しており、ファウンドリ部門にとって大きな意味を持つ可能性がありますAfter NVIDIA, Intel Is Reportedly Looking To Partner Up With Apple In a Potential Deal That Might Be Huge For The Foundry Divisionhttps://wccftech.com/after-nvidia-intel-is-reportedly-looking-to-partner-up-with-apple/
2025-09-25Qualcommは、Snapdragon X2 EliteのCPU性能をIntelおよびAMDと比較し、同一電力条件下でシングルコア最大44%高速、マルチコアで75%高速、グラフィックスでは52%高速、さらにNPUは最大5.7倍高速であると主張しましたQualcomm Compares Snapdragon X2 Elite CPU Performance Against Intel & AMD, Claims Up To 44% Faster In Single, 75% Faster In Multi-Core, & 52% Faster In Graphics Tests At Same Power, Up To 5.7x Faster NPUhttps://wccftech.com/qualcomm-snapdragon-x2-elite-cpu-gpu-npu-performance-versus-intel-amd/
2025-09-25M5 Macの発売時期:Appleの次世代Macがいつ登場するかについてのスケジュールですM5 Mac Release Timeline: When Apple’s Upcoming Macs Are Expected To Arrivehttps://wccftech.com/m5-mac-release-schedule-2025-2026/
2025-09-25Alan Wake 2は10月のPS Plus Essentialゲームのヘッドライナーとなり、一方でThe Last of Us Part 2はPS Plus Extraカタログに加えられましたAlan Wake 2 Headlines October’s PS Plus Essential Games, While The Last of Us Part 2 Joins the PS Plus Extra Cataloghttps://wccftech.com/alan-wake-2-ps-plus-essential-october-the-last-of-us-part-2/
日経 Tech Foresight
2025-09-26東大、強誘電体酸化物でメモリスター 脳型チップにhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC182FH0Y5A910C2000000
2025-09-26アーム、AI推論性能5倍のスマホIP 販売戦略で主従逆転https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC251A70V20C25A9000000
2025-09-25ブロードコム躍進、次の一手は マーベル・AMDが追うhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC227D90S5A920C2000000
2025-09-25高知工科大など、鉄とマンガンで1D縞模様 微細配線にhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC174EP0X10C25A9000000
マイナビニュース テックプラス
2025-09-26ニコン、1時間あたり300枚以上のスループットを実現したArF露光装置「NSR-S333F」の受注を開始https://news.mynavi.jp/techplus/article/20250926-3486198/
2025-09-26ルネサス、1GHz動作のMRAM搭載22nmプロセス32ビットマイコン「RA8T2」を発表https://news.mynavi.jp/techplus/article/20250926-3486300/
2025-09-26ロームとInfineonがSiCパワーデバイスのパッケージ共通化で協業、セカンドソース体制を構築へhttps://news.mynavi.jp/techplus/article/20250926-3486247/
2025-09-25CMOSセンサーのしくみ・技術のふしぎ 第3回 急成長する車載向けイメージセンサー市場で、ソニーが首位になれる理由https://news.mynavi.jp/techplus/article/Fundamentals-of-CMOS-Sensors-3/
2025-09-25Micronの2025会計年度第4四半期売上高は前年同期比46%と好調、2026会計年度第1四半期も強気見通しhttps://news.mynavi.jp/techplus/article/20250925-3484988/
2025-09-25中国勢が開発した液浸露光装置をSMICが評価か?、EUVも開発中 海外メディア報道https://news.mynavi.jp/techplus/article/20250925-3484844/
TrendForce
2025-09-25TSMCの1.4nmファブが中央台湾サイエンスパーク内で2025年第4四半期に着工予定と報じられるTSMC 1.4nm Fab in Central Taiwan Science Park Reportedly to Break Ground in 4Q25https://www.trendforce.com/news/2025/09/25/news-tsmc-1-4nm-fab-in-central-taiwan-science-park-reportedly-to-break-ground-in-4q25/
2025-09-25Intel、Appleとの投資交渉を模索中と報じられ、ファウンドリーが鍵と見なされるIntel Reportedly Explores Investment Talks With Apple, Foundry Seen as Keyhttps://www.trendforce.com/news/2025/09/25/news-intel-reportedly-explores-investment-talks-with-apple-foundry-seen-as-key/
2025-09-25AIブームにより、世界のヘクトコーン企業の推定合計時価総額が1.4兆ドルに押し上げられ、OpenAIが先導AI Boom Pushes Global Hectocorns Estimated Combined Valuation to $1.4T; OpenAI Leadshttps://www.trendforce.com/news/2025/09/25/news-ai-boom-pushes-global-hectocorns-estimated-combined-valuation-to-1-4t-openai-leads/
2025-09-25SK hynix、2027年までにEUV装置の保有台数を倍増し、世界第3位に浮上する可能性があると報じられるSK hynix Reportedly Doubling EUV Fleet by 2027, Potentially Set to Rank Third Globallyhttps://www.trendforce.com/news/2025/09/25/news-sk-hynix-reportedly-doubling-euv-fleet-by-2027-potentially-set-to-rank-third-globally/
Semiconductor Digest
4 hours agoE&Rは新設の米国子会社により北米における半導体市場での存在感を強化E&R Strengthens North American Semiconductor Presence with New U.S. Subsidiaryhttps://www.semiconductor-digest.com/er-strengthens-north-american-semiconductor-presence-with-new-u-s-subsidiary/
4 hours agoElevATE SemiconductorはHeather Kirkby氏を新会長に任命ElevATE Semiconductor Appoints Heather Kirkby as New Chairwomanhttps://www.semiconductor-digest.com/elevate-semiconductor-appoints-heather-kirkby-as-new-chairwoman/
4 hours agoCadenceはTSMCと提携し、AIフローとIPを利用してTSMCの先進ノードおよび3DFabric向けに次世代イノベーションを推進するCadence Partners with TSMC to Power Next-Generation Innovations Using AI Flows and IP for TSMC Advanced Nodes and 3DFabrichttps://www.semiconductor-digest.com/cadence-partners-with-tsmc-to-power-next-generation-innovations-using-ai-flows-and-ip-for-tsmc-advanced-nodes-and-3dfabric/
9 hours ago持続可能な設計:次世代チップの環境負荷を低減Sustainable by Design: Lowering the Environmental Cost of Next-gen Chipshttps://www.semiconductor-digest.com/sustainable-by-design-lowering-the-environmental-cost-of-next-gen-chips/
9 hours ago複合半導体製造を革新:エンドツーエンドの歩留まり管理の力Revolutionizing Compound Semiconductor Manufacturing: The Power of End-to-End Yield Managementhttps://www.semiconductor-digest.com/revolutionizing-compound-semiconductor-manufacturing-the-power-of-end-to-end-yield-management/
日本経済新聞
2025-09-26今日の株価材料(新聞など、26日)関西電、石油火力廃止へhttps://www.nikkei.com/article/DGXZQOFL2604O0W5A920C2000000/
2025-09-26強まるトランプ流「国家資本主義」、備えは十分かhttps://www.nikkei.com/article/DGXZQOGN25D1R0V20C25A9000000/
2025-09-26日系企業、タイで挑んだ「ものづくり≒人づくり」 現地工業大学の今https://www.nikkei.com/article/DGXZQOGS10B420Q5A910C2000000/
2025-09-26日本の半導体復活、高専の人材育成に期待 熊本は台湾の大学と連携https://www.nikkei.com/article/DGXZQOUC115130R10C25A9000000/
2025-09-26任天堂Switch2に挑む Microsoftやレノボも「携帯型ゲーム機」投入https://www.nikkei.com/article/DGXZQOUF2324P0T20C25A9000000/
2025-09-26Google、ロボット向けAIの判断力向上 ヒト型に一歩https://www.nikkei.com/article/DGXZQOGN259XV0V20C25A9000000/
2025-09-26億万投資家のグロース株選び 「決算またぎ」への強さも重視https://www.nikkei.com/article/DGXZQOUB197560Z10C25A9000000/
2025-09-26ボッシュ、自動車部品で新たに1万3000人削減 全従業員の3%https://www.nikkei.com/article/DGXZQOGR25CR10V20C25A9000000/
2025-09-26富士フイルム、「バイオ薬のTSMC」へ布石 米で最大級の受託工場始動https://www.nikkei.com/article/DGXZQOGN17CA00X10C25A9000000/
2025-09-26住友化学、成長分野の半導体材料で米国生産増強 石化は構造改革前進https://www.nikkei.com/article/DGXZQOUC19ARG0Z10C25A9000000/
ダイヤモンドオンライン
2025年9月26日エヌビディアがオープンAIに投資した「15兆円」が日本経済にトドメを刺したと言えるワケhttps://diamond.jp/articles/-/373435
Tom’s Hardware
2025-09-25 22:04SlimeMoldCrypt は、ねばねばした生きた有機体の絶えず変化する触手のネットワークを利用した、動的な生体暗号化エンジンを実現しているSlimeMoldCrypt relies on gloopy living organism’s ever-changing network of tendrils for its dynamic, biological, encryption enginehttps://www.tomshardware.com/tech-industry/cyber-security/slimemoldcrypt-relies-on-gloopy-living-organisms-ever-changing-network-of-tendrils-for-its-dynamic-biological-encryption-engine-inventor-claims-concept-is-resistant-to-decryption-even-by-quantum-machines
2025-09-25 19:52Sony は、プラナー磁気ドライバーを採用した PC ゲーマー向けの史上初のワイヤレスデスクトップスピーカーを発表しましたSony unveils first-ever wireless desktop speakers for PC gamers with planar magnetic drivershttps://www.tomshardware.com/speakers/sony-unveils-first-ever-wireless-desktop-speakers-for-pc-gamers-with-planar-magnetic-drivers-sleek-design-features-microphone-and-battery-also-work-with-mac-and-ps5
2025-09-25 19:48Intel は、人気絶頂の Raptor Lake チップの価格を引き上げると報じられていますIntel reportedly raising prices on ever-popular Raptor Lake chipshttps://www.tomshardware.com/pc-components/cpus/intel-reportedly-raising-prices-on-ever-popular-raptor-lake-chips-outdated-cpus-to-get-over-10-percent-price-hike-due-to-disinterest-in-ai-processors
2025-09-25 18:21Intel は、潜在的な投資先として Apple に目を向けたと報じられていますIntel taps Apple for potential investment, says reporthttps://www.tomshardware.com/pc-components/cpus/intel-taps-apple-for-potential-investment-says-report-companies-said-to-be-discussing-ways-to-work-together-more-closely
TechPowerup
2025-09-25T22:07:15+00:00VAXEE Zygen NP-01S エルゴワイヤレスレビューVAXEE Zygen NP-01S Ergo Wireless Reviewhttps://www.techpowerup.com/review/vaxee-zygen-np-01s-ergo-wireless/
2025-09-25T20:23:17+00:00Hades IIが実績、更新されたビジュアル、大規模なプレイヤー数急増とともに1.0を正式リリースHades II Officially Launches 1.0 With Achievements, Updated Visuals, and Massive Player-Count Spikehttps://www.techpowerup.com/341355/hades-ii-officially-launches-1-0-with-achievements-updated-visuals-and-massive-player-count-spike
2025-09-25T19:19:57+00:00本物のWindows&Officeライセンスキーを激安価格で購入!即時配送!Buy Genuine Windows & Office Keys at Rock-Bottom Prices! Instant Delivery!https://www.techpowerup.com/341234/buy-genuine-windows-office-keys-at-rock-bottom-prices-instant-delivery
2025-09-25T18:16:36+00:00IonQ、#AQ 64という記録的な量子パフォーマンスのマイルストーンを達成IonQ Achieves Record Breaking Quantum Performance Milestone of #AQ 64https://www.techpowerup.com/341357/ionq-achieves-record-breaking-quantum-performance-milestone-of-aq-64
2025-09-25T18:01:20+00:00MagStor、監視分野向けにLTO駆動のデータストレージシステムを発表MagStor Reveals LTO-Powered Data Storage Systems Targeting Surveillance Sectorhttps://www.techpowerup.com/341356/magstor-reveals-lto-powered-data-storage-systems-targeting-surveillance-sector
2025-09-25T17:22:23+00:00初期ベンチマークが示す印象的なSnapdragon 8 Elite Gen 5のゲーミング性能Early Benchmarks Reveal Impressive Snapdragon 8 Elite Gen 5 Gaming Performancehttps://www.techpowerup.com/341353/early-benchmarks-reveal-impressive-snapdragon-8-elite-gen-5-gaming-performance
2025-09-25T17:19:22+00:00このPDFエディタは生涯にわたってAcrobatの代替となり得るThis PDF Editor Can Replace Acrobat For Lifehttps://www.techpowerup.com/341211/this-pdf-editor-can-replace-acrobat-for-life
2025-09-25T17:16:21+00:00Yunzii、QL108 レトロタイプライタースタイルのメカニカルゲーミングキーボードを発売Yunzii Launches QL108 Retro Typewriter-Style Mechanical Gaming Keyboardhttps://www.techpowerup.com/341354/yunzii-launches-ql108-retro-typewriter-style-mechanical-gaming-keyboard
2025-09-25T16:01:06+00:00Icy Dock、M.2 NVMeからE1.S SSDへの変換を可能とするCP154コンセプトアダプターを発表Icy Dock Unveils CP154 Concept Adapter for M.2 NVMe to E1.S SSD Conversionhttps://www.techpowerup.com/341352/icy-dock-unveils-cp154-concept-adapter-for-m-2-nvme-to-e1-s-ssd-conversion
2025-09-25T15:47:11+00:00Forza Horizon 6、公式ローンチトレーラー公開と2026年発売日が明らかにForza Horizon 6 Gets Official Launch Trailer, 2026 Launch Datehttps://www.techpowerup.com/341349/forza-horizon-6-gets-official-launch-trailer-2026-launch-date
2025-09-25T15:31:09+00:00Intel、Core Ultra「Arrow Lake-S」の独自性能主張を更新し、AMDとの比較を示すIntel Updates First-Party Performance Claims of Core Ultra “Arrow Lake-S,” How They Stack Up Against AMDhttps://www.techpowerup.com/341351/intel-updates-first-party-performance-claims-of-core-ultra-arrow-lake-s-how-they-stack-up-against-amd
2025-09-25T15:08:19+00:00Microids、Agatha Christie『Death on the Nile』を発売Microids Launches Agatha Christie – Death on the Nilehttps://www.techpowerup.com/341350/microids-launches-agatha-christie-death-on-the-nile
2025-09-25T14:39:34+00:00TSMC、2028年までにA14ノード量産体制を構築すべくFab 25を急速推進TSMC Fast-Tracks Fab 25 to Ramp A14 Node by 2028https://www.techpowerup.com/341347/tsmc-fast-tracks-fab-25-to-ramp-a14-node-by-2028
2025-09-25T14:35:36+00:00HYTE、主役にFireflyを迎えた最新HoYoverseコラボレーションを発表HYTE Intros Its Latest HoYoverse Collaboration Starring Fireflyhttps://www.techpowerup.com/341346/hyte-intros-its-latest-hoyoverse-collaboration-starring-firefly
2025-09-25T13:51:16+00:00Scythe、Mugen 6デュアルファン・ホワイトエディションCPUクーラーを発表Scythe Intros Mugen 6 Dual Fan White Edition CPU Coolerhttps://www.techpowerup.com/341344/scythe-intros-mugen-6-dual-fan-white-edition-cpu-cooler
2025-09-25T13:45:46+00:00Corsair、新型VANGUARD Pro 96およびVanguard 96ゲーミングキーボードを発売Corsair Launches New VANGUARD Pro 96 and Vanguard 96 Gaming Keyboardshttps://www.techpowerup.com/341342/corsair-launches-new-vanguard-pro-96-and-vanguard-96-gaming-keyboards
2025-09-25T13:07:45+00:00Intel、ファウンドリーパートナーシップ検討の中、Appleと投資交渉に着手Intel Approaches Apple for Investment Talks as Foundry Partnership Exploredhttps://www.techpowerup.com/341340/intel-approaches-apple-for-investment-talks-as-foundry-partnership-explored
2025-09-25T12:16:30+00:00Samsung Display、台北サミットでIT市場におけるOLED採用促進を発表Samsung Display Pushes OLED Adoption in IT Market at Taipei Summithttps://www.techpowerup.com/341337/samsung-display-pushes-oled-adoption-in-it-market-at-taipei-summit
2025-09-25T12:00:05+00:00Intel、13世代「Raptor Lake」CPUの価格を10%引き上げへIntel to Hike 13th Generation “Raptor Lake” CPU Pricing by 10%https://www.techpowerup.com/341338/intel-to-hike-13th-generation-raptor-lake-cpu-pricing-by-10
2025-09-25T11:41:34+00:00Avalue、高性能コンピューティングワークステーション HPS-GNRD4A を発売Avalue Launches HPS-GNRD4A High-Performance Computing Workstationhttps://www.techpowerup.com/341336/avalue-launches-hps-gnrd4a-high-performance-computing-workstation
2025-09-25T11:22:49+00:00Qualcomm Snapdragon X2 Elite Extreme、パッケージ内搭載のLPDDR5Xメモリと共に公開Qualcomm Snapdragon X2 Elite Extreme Pictured with On-Package LPDDR5X Memoryhttps://www.techpowerup.com/341335/qualcomm-snapdragon-x2-elite-extreme-pictured-with-on-package-lpddr5x-memory
2025-09-25T10:26:45+00:00Deus Exリマスター版、2026年2月5日に発売予定Deus Ex Remastered Coming on February 5, 2026https://www.techpowerup.com/341334/deus-ex-remastered-coming-on-february-5-2026
2025-09-25T10:16:02+00:00Cherry Xtrfy、アルミフレームとディスプレイ搭載の超高速ロー・プロファイルメカニカルゲーミングキーボードを発売Cherry Xtrfy Launches Ultra-Fast Low-Profile Mechanical Gaming Keyboard With Aluminum Frame and Displayhttps://www.techpowerup.com/341333/cherry-xtrfy-launches-ultra-fast-low-profile-mechanical-gaming-keyboard-with-aluminum-frame-and-display
2025-09-25T10:00:39+00:00Crimson Desert、新たなストーリートレーラー公開─3月19日発売Crimson Desert Gets New Story Trailer, Launching on March 19https://www.techpowerup.com/341332/crimson-desert-gets-new-story-trailer-launching-on-march-19
2025-09-25T09:48:24+00:00Sony、God of War 20周年記念限定版DualSenseワイヤレスコントローラーを準備中Sony Preparing God of War 20th Anniversary Limited Edition DualSense Wireless Controllerhttps://www.techpowerup.com/341331/sony-preparing-god-of-war-20th-anniversary-limited-edition-dualsense-wireless-controller
2025-09-25T08:52:02+00:00AMD、Radeon RX 7000/9000 GPUでPyTorchを利用可能に─WindowsとLinuxのプレビュー提供AMD Enables PyTorch on Radeon RX 7000/9000 GPUs with Windows and Linux Previewhttps://www.techpowerup.com/341329/amd-enables-pytorch-on-radeon-rx-7000-9000-gpus-with-windows-and-linux-preview
2025-09-25T08:51:51+00:00QLC製品への溢れる需要を背景に、2025年第4四半期にNANDフラッシュ価格が5~10%上昇NAND Flash Prices to Rise 5-10% in 4Q25, Driven by Spillover Demand for QLC Productshttps://www.techpowerup.com/341330/nand-flash-prices-to-rise-5-10-in-4q25-driven-by-spillover-demand-for-qlc-products
2025-09-25T08:33:28+00:00Raspberry Pi、新型Raspberry Pi 500+を200ドルで発表Raspberry Pi Unveils the new Raspberry Pi 500+ for $200https://www.techpowerup.com/341328/raspberry-pi-unveils-the-new-raspberry-pi-500-for-usd-200
2025-09-25T08:15:28+00:00Samsung、リアルなAI生産性評価ベンチマーク「TRUEBench」を発表─GPT-5がトップSamsung Introduces TRUEBench, Benchmark for Real-World AI Productivity – GPT-5 Leads the Packhttps://www.techpowerup.com/341327/samsung-introduces-truebench-benchmark-for-real-world-ai-productivity-gpt-5-leads-the-pack
2025-09-25T07:57:53+00:00ASRock、Capcomとタッグを組み、ASRock AMD Radeon RX 9070 XT MONSTER HUNTER WILDS EDITIONを発売ASRock Teams Up With Capcom for ASRock AMD Radeon RX 9070 XT MONSTER HUNTER WILDS EDITIONhttps://www.techpowerup.com/341326/asrock-teams-up-with-capcom-for-asrock-amd-radeon-rx-9070-xt-monster-hunter-wilds-edition
2025-09-25T07:48:05+00:00HighPoint Technologies、GPU-Direct NVMeストレージ向け初のハードウェアアーキテクチャ「Rocket 7638D」を発表HighPoint Technologies Introduces Rocket 7638D, Industry’s First Hardware Architecture for GPU-Direct NVMe Storagehttps://www.techpowerup.com/341324/highpoint-technologies-introduces-rocket-7638d-industrys-first-hardware-architecture-for-gpu-direct-nvme-storage
2025-09-25T07:38:11+00:00Alphacool、新型ES GeForce RTX 5090向けゲーミング1スロットGPUクーラーを発表Alphacool Unveils New ES GeForce RTX 5090 Gaming 1-Slot GPU Coolerhttps://www.techpowerup.com/341322/alphacool-unveils-new-es-geforce-rtx-5090-gaming-1-slot-gpu-cooler
2025-09-25T07:31:31+00:00APNX、画期的なX-Pand Flowデザインとパノラマ美学を備えたV2フラッグシップケースを発表APNX Unveils V2 Flagship Case with Breakthrough X-Pand Flow Design and Panoramic Aestheticshttps://www.techpowerup.com/341321/apnx-unveils-v2-flagship-case-with-breakthrough-x-pand-flow-design-and-panoramic-aesthetics
EETimes Taiwan
2025-09-25光子チップの革新がAI演算革命を巻き起こす光子晶片新創掀AI運算革命https://www.eettaiwan.com/20250925nt01-photonics-chipmakers-race-to-production/
2025-09-25車速および測速レーダー:スピード違反はどのように摘発されるのか車速與測速雷達:超速如何被抓包https://www.eettaiwan.com/20250925ta51-car-speed-and-radar-guns/
2025-09-25スマートグラスブーム到来、MEMSスピーカーが大きく恩恵を受ける智慧眼鏡風潮起 MEMS揚聲器獲益匪淺https://www.eettaiwan.com/20250925nt11-mems-speakers-benefit-from-smart-glasses/
2025-09-25ソーシャルエンジニアリング攻撃が日に日に横行する社交工程攻擊日益猖獗https://www.eettaiwan.com/20250925nt21-social-engineering-attacks-are-becoming-increasingly-rampant/
2025-09-24NvidiaがIntelと提携、AIスーパーチップ同盟が形成されるNvidia牽手Intel AI超級晶片同盟成形https://www.eettaiwan.com/20250924nt01-nvidia-puts-5bn-into-intel-and-will-jointly-develop-ai-superchips/
2025-09-24バイブレーションモーター:小型デバイスの触覚フィードバックの核心技術振動馬達:小型裝置觸覺回饋的核心技術https://www.eettaiwan.com/20250924ta51-vibration-motors-the-key-to-compact-haptic-solutions/
2025-09-24AIがデータセンターの構造変革を促進、CPOの時代到来AI促使資料中心架構轉變 CPO時來運轉https://www.eettaiwan.com/20250924nt11-cpo-has-a-promising-future/
2025-09-24CVE脆弱性の兆候が現れ、AIロボットとスマート車両のセキュリティ課題が浮上するCVE漏洞現端倪 AI機器人與智慧載具資安挑戰浮現https://www.eettaiwan.com/20250924nt21-security-challenges-of-ai-robots/
EETimes Asia
2025-09-25TrendForce:AIと汎用サーバー需要が2025年第2四半期の企業向けSSD売上成長を牽引TrendForce: AI and General Server Demand Fuel Enterprise SSD Revenue Growth in 2Q 2025https://www.eetasia.com/trendforce-ai-and-general-server-demand-fuel-enterprise-ssd-revenue-growth-in-2q-2025/
2025-09-25Lam Research、JSR/Inpriaと提携し半導体製造を促進Lam Research Partners with JSR/Inpria to Advance Semiconductor Manufacturinghttps://www.eetasia.com/lam-research-partners-with-jsr-inpria-to-advance-semiconductor-manufacturing/
2025-09-25GUCの2.5D/3D APTプラットフォーム、TSMCの3DFabricと先進プロセステクノロジーを活用GUC’s 2.5D/3D APT Platform Leverages TSMC’s 3DFabric and Advanced Process Technologieshttps://www.eetasia.com/gucs-2-5d-3d-apt-platform-leverages-tsmcs-3dfabric-and-advanced-process-technologies/
2025-09-25業界関係者、AIデータセンターの拡大に乗り出すIndustry Players Race to Scale Up the AI Data Centerhttps://www.eetasia.com/industry-players-race-to-scale-up-the-ai-data-center/
2025-09-24Smiths Interconnectテストソケットが主要高性能AIチッププロバイダーに採用されるSmiths Interconnect Test Sockets Selected by Leading High-performance AI Chip Providerhttps://www.eetasia.com/smiths-interconnect-test-sockets-selected-by-leading-high-performance-ai-chip-provider/
2025-09-245Gスマートフォン、2025年第2四半期にベトナムの携帯電話出荷半数を占める5G Smartphones Account for Half of Vietnam’s Phone Shipments in 2Q 2025https://www.eetasia.com/5g-smartphones-account-for-half-of-vietnams-phone-shipments-in-2q-2025/
2025-09-24Grinn、MediaTekとのパートナーシップを締結Grinn Inks Partnership with MediaTekhttps://www.eetasia.com/grinn-inks-partnership-with-mediatek/
2025-09-24Ceva、Yaron Galitzkyを起用しAI戦略とスマートエッジ革新を加速Ceva Taps Yaron Galitzky to Accelerate AI Strategy, Smart Edge Innovationhttps://www.eetasia.com/ceva-taps-yaron-galitzky-to-accelerate-ai-strategy-smart-edge-innovation/
2025-09-24EMASS、ステルス状態から脱却しエッジAI SoCを発表EMASS Emerges from Stealth with Edge AI SoChttps://www.eetasia.com/emass-emerges-from-stealth-with-edge-ai-soc/
2025-09-24IBMとAMD、量子中心のスーパーコンピューティングで協力IBM and AMD to Collaborate on Quantum-centric Supercomputinghttps://www.eetasia.com/ibm-and-amd-to-collaborate-on-quantum-centric-supercomputing/
EETimes India
2025-09-24IQM、台湾における量子コンピューティング強化のためScientekと提携IQM Partners with Scientek to Boost Quantum Computing in Taiwanhttps://www.eetindia.co.in/iqm-partners-with-scientek-to-boost-quantum-computing-in-taiwan/
2025-09-24ST、車載MCUの20年間供給を保証ST Ensures 20-year Availability of Automotive MCUshttps://www.eetindia.co.in/st-ensures-20-year-availability-of-automotive-mcus/
2025-09-24ルネサスMCUに静電容量式タッチ機能を搭載Renesas MCUs Now Feature Capacitive Touch Functionhttps://www.eetindia.co.in/renesas-mcus-now-feature-capacitive-touch-function/
2025-09-24Cyient SemiconductorsとAnora、ターンキーのテスト・検証ソリューション拡大で連携Cyient Semiconductors and Anora Collaborate on Expanding Turnkey Test, Validation Solutionshttps://www.eetindia.co.in/cyient-semiconductors-and-anora-collaborate-on-expanding-turnkey-test-validation-solutions/
ZDNET Korea
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