TOC
Main News
- AMD and OpenAI’s Multi-Billion Dollar Alliance Accelerates AI Competition AMD and OpenAI have announced a multi-billion dollar strategic deal. The partnership is AMD’s answer to the Nvidia-Intel alliance and is analyzed to bring significant benefits to both AMD and OpenAI. OpenAI, in particular, is in a situation where it is betting a huge investment on building its infrastructure. The deal is also expected to have a positive impact on TSMC and Taiwanese ODM vendors.
- TSMC Accelerates 2nm Process Prototyping, Begins Evaluation of 1.4nm TSMC is accelerating its next-generation chip production plans, and has begun prototype production of its 2nm process at its Kaohsiung plant ahead of schedule. In addition, the cutting-edge A14 (1.4nm) process is also reportedly under evaluation in Taiwan for introduction in 2028. 2nm technology could be introduced at the Arizona plant next year, and TSMC has finished etching its first 2nm silicon at Fab 22.
- NVIDIA-Intel x86 CPU Deal Raises Operational Concerns for PC Brands The potential x86 CPU partnership between NVIDIA and Intel has raised concerns among PC brands. **Acer’s CEO stressed that the collaboration could cause “operational headaches “** for PC makers. The move has been touted as one of the factors that could significantly change the balance of power in the semiconductor industry.
- Amkor Begins Construction of Advanced Packaging Facility in Arizona to Strengthen U.S. Supply Chain Amkor, a leading semiconductor packaging company, has begun construction of an advanced packaging facility in Arizona to fill a critical void in the U.S. semiconductor supply chain. This is in conjunction with the U.S. move to accelerate domestic chip production (on-shoring), increasing the importance of the U.S. base in the back-end of the manufacturing process.
- Tight AI Demand Drives Up Prices of Memory Chips and PCB Materials Large-scale investments in AI infrastructure and rising demand are driving up prices of memory chips in the semiconductor market. Tight supply is also pushing up PCB (printed circuit board) material prices. Taiwanese PCB makers are projected to achieve record production in the first half of 2025, with annual growth of 12%, as the AI boom impacts the broader supply chain.
- Japan to Expand Export Restrictions on Dual-Use Technology from October 9 The Japanese government plans to expand and apply export restrictions on dual-use technology that may be diverted to military use from October 9. The restrictions include items related to machine tools and semiconductor manufacturing, and are an important trade control measure to address international security concerns.
- TSMC Faces Infrastructure Shortage in Taiwan (5-Deficiency Problem), Hindering Growth TSMC, a global leader in semiconductor manufacturing, is facing a “5-Deficiency Problem “** in Taiwan, its main manufacturing base, in terms of water, power, and human resources. There are concerns that this lack of infrastructure could be a long-term drag on the company’s cutting-edge chip production and future growth.
- NVIDIA and Fujitsu Collaborate to Build AI Infrastructure NVIDIA and Fujitsu announced today that they will collaborate to build an AI infrastructure. This collaboration aims to provide AI infrastructure in a form that integrates not only semiconductors as hardware but also software, a strategy that will promote technological innovation and market expansion in the AI ecosystem.
- Texas Instruments Plans Layoffs as Old 150mm Facility Closes Texas Instruments (TI) plans to cut approximately 400 jobs in the United States this December as it closes its old 150mm chip facility. The north Texas facility is expected to cut 183 jobs, an example of the structural changes in the industry as semiconductor companies shift their focus from older generation production lines to the latest technologies.
- Alibaba La unches New AI Chipand Directly Challenges Nvidia Chinese technology giant Alibaba has announced a new AI chip in a direct challenge to market-dominant Nvidia. This is indicative of a global trend where hyperscalers with huge AI infrastructures are stepping up internal custom AI chip development to improve cost efficiency and optimize for their own needs.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Oct 7, 12:37 | Armのレネ・ハースCEOが、ジェンスン・フアンと働いていた頃のNvidiaによるIntelチップサポートからの大胆な撤退を回想 | Arm CEO Rene Haas recalls Nvidia’s bold exit from Intel chip support during his time working with Jensen Huang | https://www.digitimes.com/news/a20251007PD215/arm-ceo-nvidia-jensen-huang-intel.html |
| Oct 7, 13:59 | 上流の基板およびリードフレーム価格の高騰がICパッケージングコストを圧迫 | Upstream substrate and leadframe price hikes pressure IC packaging costs | https://www.digitimes.com/news/a20251007PD220/ic-packaging-leadframe-price-cwtc-2025.html |
| Oct 7, 12:00 | 日本、10月9日からデュアルユース技術の輸出規制を拡大へ | Japan to expand export controls on dual-use technologies from October 9 | https://www.digitimes.com/news/a20251007VL205/japan-exports-equipment-military-testing-2025.html |
| Oct 7, 11:59 | 米国がチップの国内生産を加速する中、台湾のシリコンシールドが危機に瀕する | Taiwan’s silicon shield under siege as US accelerates chip onshoring | https://www.digitimes.com/news/a20251007PD212/taiwan-production-packaging-security-cost.html |
| Oct 7, 11:43 | インドのSilizium CircuitsがGaAs 5Gフロントエンドチップを開発、RFローカライズが進展 | India’s Silizium Circuits develops GaAs 5G front-end chip as RF localization advances | https://www.digitimes.com/news/a20251006VL200/silizium-circuits-5g-gaas-design-india-startup.html |
| Oct 7, 10:57 | HuaweiのAscend 910CにTSMCとSamsungのコンポーネントが依然として発見される | TSMC, Samsung components still found in Huawei’s Ascend 910C | https://www.digitimes.com/news/a20251005PD200/huawei-ascend-tsmc-techinsights-samsung.html |
| Oct 7, 10:54 | 中国のSiC産業、MetaのARサプライチェーンで高価値の出口を見つける | China’s SiC industry finds high-value exit in Meta’s AR supply chain | https://www.digitimes.com/news/a20251007PD206/12-inch-sic-supply-chain-meta-smart-glasses.html |
| Oct 7, 10:00 | 週刊ニュースまとめ：IntelとTSMCがアリゾナに数十億ドルを投資。メモリチップ価格が高騰、HanmiはMicronをサポートするためシンガポールへ拡大 | Weekly news roundup: Intel and TSMC pour billions into Arizona; Memory chip prices soar, Hanmi expands to Singapore to support Micron | https://www.digitimes.com/news/a20251007VL204/digitimes-asia-weekly-news-roundup-arizona-tsmc-micron-hanmi.html |
| Oct 7, 08:40 | ライバルからパートナーへ：AMDはいかにしてNvidia-Intel提携への答えを見つけたか | From rival to partner: how AMD found its answer to the Nvidia-Intel pact | https://www.digitimes.com/news/a20251007PD200/amd-openai-partnership-alliance-ai-chip.html |
| Oct 7, 06:51 | Chang Wah Technology、2026年からLEDリードフレームの大幅な値上げを発表 | Chang Wah Technology announces significant price hike for LED lead frames from 2026 | https://www.digitimes.com/news/a20251003PD221/cwtc-growth-2026-price-ic-packaging.html |
| Oct 7, 06:49 | AI需要が供給逼迫の中でPCB材料価格を押し上げる | AI demand drives PCB material prices up amid supply strain | https://www.digitimes.com/news/a20251003PD239/pcb-demand-market-inflation-outlook.html |
| Oct 7, 06:49 | 台湾のPCB、2025年上半期に記録的な生産量を達成、TPCAは年間12%の成長を予測 | Taiwan PCB posts record 1H25 output, TPCA projects 12% annual growth | https://www.digitimes.com/news/a20251003PD242/pcb-tpca-growth-taiwan-2025.html |
| Oct 7, 06:47 | MetaがAIチップ推進のためRivos買収交渉中と報じられる | Meta said to be in talks to buy Rivos in AI chip push | https://www.digitimes.com/news/a20251002PD216/meta-risc-v-google-ic-design-aws.html |
| wccftech | |||
| 2025-10-08 | Google Pixelスマートフォン、米国連邦機関（戦争省を含む）での使用が認可される | Google Pixel Phones Now Authorized For Use Within US Federal Agencies, Including The Department Of War | https://wccftech.com/google-pixel-phones-now-authorized-for-use-within-us-federal-agencies-including-the-department-of-war/ |
| 2025-10-08 | 『ARC Raiders』GeForce RTX 50シリーズバンドルが利用可能に。DLSS 4とRTXGIをサポート | ARC Raiders GeForce RTX 50 Series Bundle Now Available; Game Supports DLSS 4 & RTXGI | https://wccftech.com/arc-raiders-geforce-rtx-50-series-bundle-available-game-supports-dlss4-rtxgi/ |
| 2025-10-08 | MSI RTX 5090が2度融解。MSIの黄色のチップアダプターでコネクタが溶けるとの報告 | MSI RTX 5090 Melts Twice; User Reports Connector Melting With MSI’s Yellow Tip Adapter | https://wccftech.com/msi-rtx-5090-melts-twice-user-reports-connector-melting-with-msis-yellow-tip-adapter/ |
| 2025-10-08 | 『EA Sports FC 26』が売上1000万本を突破したと報じられる | EA Sports FC 26 Has Reportedly Hit 10 Million Copies Sold | https://wccftech.com/ea-sports-fc-26-reportedly-hits-10-million-copies-sold/ |
| 2025-10-08 | 幸運な購入者が「ウォルマートジャックポット」を引き当て、NVIDIA GeForce RTX 5090をわずか1,400ドルで入手 | A Lucky Buyer Has Managed to Hit a ‘Walmart Jackpot’, Snagging NVIDIA’s GeForce RTX 5090 For Just $1,400 | https://wccftech.com/a-lucky-buyer-has-managed-to-hit-a-walmart-jackpot-snagging-nvidia-rtx-5090-for-just-1400/ |
| 2025-10-08 | 『Destiny 2』のSteamプレイヤー数が、今後の『スター・ウォーズ』拡張版を前に過去最低を記録 | Destiny 2’s Player Count on Steam Hit A Record Low Ahead of Coming Star Wars Expansion | https://wccftech.com/destiny-2-player-count-steam-record-low-ahead-of-star-wars-expansion-bungie/ |
| 2025-10-08 | Appleの最新ビデオ広告、長年のBSODエラーに悩まされるWindows搭載コンピューターを揶揄 | Apple’s latest Video Ad Takes A Dig At Windows-Powered Computers That Get Afflicted By The Age-Old BSOD Errors | https://wccftech.com/apple-ad-massive-bsod-outage-on-windows-computers/ |
| 2025-10-08 | Yacht Club Games、『Mina the Hollower』を延期。「大幅な遅延ではない」とし、新たな発売日は未定 | Yacht Club Games Delays Mina the Hollower, Says It’s Not “A Major Delay,” No New Release Date Given | https://wccftech.com/mina-the-hollower-delayed-yacht-club-games/ |
| 2025-10-08 | スマートフォンSoCの主要コンポーネントが、長期にわたる「二桁パーセンテージの不足」に直面 | A Key Component For Smartphone SoCs Now Faces Prolonged “Double-Digit Percentage Shortage” | https://wccftech.com/a-key-component-for-smartphone-socs-now-faces-prolonged-double-digit-percentage-shortage/ |
| 2025-10-08 | Xbox Game Passの値上げ、既存の全加入者には影響しないと報じられる | Xbox Game Pass Price Increase Reportedly Won’t Affect Every Existing Subscriber | https://wccftech.com/xbox-game-pass-price-increase-won-t-affect-every-existing-user/ |
| 2025-10-07 | 任天堂が新作アニメーション短編「Close to You」を説明なしで公開、ピクミンを示唆する憶測も | Nintendo Debuts New Animated Short “Close to You” with No Explanation, Speculation Points to Pikmin Tease | https://wccftech.com/nintendo-close-to-you-short-pikmin-super-mario-galaxy-movie-tease-speculation/ |
| 2025-10-07 | Xiaomi 17 Pro Max、iPhone 17 Pro Maxより55%大きいバッテリーを搭載しても、新しいバッテリーテストで5分しかリードできない | Xiaomi 17 Pro Max Needs A 55 Percent Bigger Battery Than The iPhone 17 Pro Max Just To Have A 5-Minute Lead In New Battery Test | https://wccftech.com/iphon-17-pro-max-unrivaled-efficiency-in-new-battery-test/ |
| 2025-10-07 | AMDのCEO、Intelとの提携の可能性について微妙な立場。TSMCへのコミットメントを強調しつつ、完全な拒否は避ける | AMD’s CEO Walks a Fine Line on Potential Intel Partnership, Highlighting TSMC Commitment While Avoiding an Outright Rejection | https://wccftech.com/amd-ceo-walks-a-fine-line-on-potential-intel-partnership/ |
| 2025-10-07 | 盗難iPhone1台が、Appleの「探す」機能を通じてイギリスの携帯電話4万台を中国に密輸するギャングを暴く | One Stolen iPhone Exposed A Gang Behind Smuggling 40,000 UK Phones To China Through Apple’s Find My Feature | https://wccftech.com/find-my-tracks-40000-stolen-iphones-uk-china/ |
| 2025-10-07 | 『Vampire Survivors』、今秋PCとコンソールで4人オンライン協力プレイを追加 | Vampire Survivors Adds Four-Player Online Co-Op on PC and Consoles This Autumn | https://wccftech.com/vampire-survivors-four-player-online-co-op-consoles-pc-this-autumn/ |
| 2025-10-07 | 『ドラゴンクエスト I+II HD-2D リメイク』東京ゲームショウ2025プレビュー | Dragon Quest I+II HD-2D Remake Tokyo Game Show 2025 Preview | https://wccftech.com/dragon-quest-iii-hd-2d-remake-tokyo-game-show-2025-preview/ |
| 2025-10-07 | Battlefield StudiosとEA、『Battlefield 6』での海戦の到来を示唆 | Battlefield Studios and EA Tease that Naval Warfare is On the Horizon for Battlefield 6 | https://wccftech.com/battlefield-studios-ea-tease-naval-warfare-on-the-horizon-battlefield-6/ |
| 2025-10-07 | ASRock X870 Taichi Creatorマザーボードレビュー：デュアルUSB4、デュアルGen5x16、デュアルGen5 M.2、デュアルLAN、堅牢なVRM設計、全て319ドル | ASRock X870 Taichi Creator Motherboard Review: Dual USB4, Dual Gen5x16, Dual Gen5 M.2, Dual LAN, Strong VRM Design, All For $319 | https://wccftech.com/review/asrock-x870-taichi-creator-motherboard-review-dual-usb4-dual-gen5x16-dual-gen5-m-2-dual-lan-strong-vrm-design-all-for-319/ |
| 2025-10-07 | M5 MacBook Proモデル、現行14インチM4版の在庫減少に伴い予想より早く登場か | M5 MacBook Pro Models To Arrive Sooner Than Expected As Stock Dwindles For Current 14-Inch M4 Version | https://wccftech.com/m5-macbook-pro-launch-soon-as-stock-dwindles/ |
| 2025-10-07 | 『サイレントヒル2 リメイク』がPlayStation Plus Extraに登場するとの噂 | Silent Hill 2 Remake Rumored to Be Coming to PlayStation Plus Extra | https://wccftech.com/silent-hill-2-remake-rumored-coming-ps-plus-extra/ |
| 2025-10-07 | AppleのM5 ProおよびM5 Max、CPUとGPUブロックを分離した新チップ設計を共有し、ユニークな構成を可能にするとの噂。通常のM5とは同時に登場しない可能性も | Apple’s M5 Pro & M5 Max Rumored To Share New Chip Design With Separate CPU, GPU Blocks, Allowing For Unique Configurations, May Not Arrive With Regular M5 | https://wccftech.com/apple-m5-pro-and-m5-max-new-chip-design-with-separate-cpu-and-gpu-blocks/ |
| 2025-10-07 | 『NINJA GAIDEN 4』東京ゲームショウ2025ハンズオンプレビュー | NINJA GAIDEN 4 Tokyo Game Show 2025 Hands-On Preview | https://wccftech.com/ninja-gaiden-4-tokyo-game-show-2025-hands-on-preview/ |
| 2025-10-07 | 『New World』のホラーがテーマの「Nighthaven」シーズンが非常に良く、プレイヤーはMMORPGに再び熱中 | New World’s Horror-Themed ‘Nighthaven’ Season Looks So Good It Has Players Eager to Dive Back into the MMORPG | https://wccftech.com/new-world-horror-themed-nighthaven-looks-good-players-eager-dive-back/ |
| 2025-10-07 | TSMCの次世代チップ生産計画が浮上。2nmは来年にもアリゾナに、A14 (1.4nm) は2028年に台湾で登場予定 | TSMC’s Plans For Next-Gen Chip Production Surfaces Up; 2nm To Arrive In Arizona As Soon As Next Year, A14 (1.4nm) Slated For 2028 in Taiwan | https://wccftech.com/tsmc-plans-for-next-gen-chip-production-surfaces-up/ |
| 2025-10-07 | xAI、2026年末までに「素晴らしい」フルスケールAI生成ゲームをリリースするとマスク氏が発言 | xAI Will Release a ‘Great’ Full-Scale AI Generated Game by Late 2026, Says Musk | https://wccftech.com/xai-will-release-great-full-scale-ai-generated-game-late-2026-musk/ |
| 2025-10-07 | UFS 5.0が完成間近、スマートフォン向けの「AI需要に応える」ため最大10.8GB/sの驚異的な性能向上を実現へ | UFS 5.0 Is Nearing Completion, Will Deliver Astounding Performance Gains Of Up To 10.8GB/s To ‘Meet AI Demands’ For Smartphones | https://wccftech.com/ufs-5-0-jedec-announced-nearing-completion/ |
| 2025-10-07 | Google Pixel 10 Pro XL、『原神』でパフォーマンスが低下。Tensor G5チップはゲーミングの失敗作と判明 | Google Pixel 10 Pro XL Chokes On Genshin Impact, Tensor G5 Chip Exposed As A Gaming Disaster | https://wccftech.com/pixel-10-pro-xl-tensor-g5-gaming-disaster/ |
| 2025-10-07 | Bungieの『Marathon』は健在、NDA付きクローズド技術テストの募集を開始 | Bungie’s Marathon Is Not Dead, NDA’d Closed Technical Test Sign Ups Now Open | https://wccftech.com/bungie-marathon-not-dead-closed-technical-test-sign-ups-open/ |
| 2025-10-07 | Apple、バグ修正とパフォーマンス改善を含むiOS 26.1、iPadOS 26.1、macOS Tahoe 26.1 Beta 2をリリース | Apple iOS 26.1, iPadOS 26.1, and macOS Tahoe 26.1 Beta 2 With Bug Fixes and Performance Improvements | https://wccftech.com/apple-releases-ios-26-1-ipados-26-1-macos-tahoe-beta-2/ |
| 2025-10-07 | 『Crimson Desert』の新たなゲームプレイが公開され、迫力あるボス戦が特徴 | New Crimson Desert Gameplay Revealed, Features Bombastic Boss Fight | https://wccftech.com/crimson-desert-gameplay-features-bombastic-boss-fight/ |
| 2025-10-07 | PS5 Proは技術的にパストレーシングが可能だと『War Thunder』開発者が発言（Switch 2開発キットはまだ入手できず） | PS5 Pro Can Technically Do Path Tracing, Says War Thunder Dev (Who Still Didn’t Get Nintendo Switch 2 Devkits) | https://wccftech.com/ps5-pro-can-technically-do-path-tracing-war-thunder-dev-didnt-get-switch-2-devkit/ |
| 2025-10-07 | 『アサシン クリード ミラージュ：記憶の谷』無料DLCが公開、2025年11月登場 | Assassin’s Creed Mirage: Valley of Memory Free DLC Revealed, Arrives November 2025 | https://wccftech.com/assassins-creed-mirage-valley-of-memory-free-dlc-release-date-reveal-november/ |
| 2025-10-07 | NVIDIA-Intel間のx86 CPU取引、PCブランドに「運用上の問題」を引き起こすとAcer CEOが指摘 | NVIDIA-Intel Deal Around x86 CPUs Will Cause “Operational Headaches” For PC Brands; Acer CEO Highlights a Unique Angle | https://wccftech.com/nvidia-intel-deal-around-x86-cpus-will-prove-to-cause-operational-headaches-for-pc-brands/ |
| 2025-10-07 | 『Battlefield 6』PS5パッケージ版、ディスクに完全なゲームが収録されており追加ダウンロード不要と報じられる | Battlefield 6 PS5 Retail Version Reportedly Has Full Game On Disk, No Additional Download Required | https://wccftech.com/battlefield-6-ps5-retail-full-game-on-disk-no-download/ |
| 2025-10-07 | 『サイレントヒル2 リメイク』のDLCおよびXbox版の発表は、映画の公開と関連しているとの噂 | Silent Hill 2 Remake DLC, Xbox Versions Announcement Rumored To Be Tied With Movie’s Release | https://wccftech.com/silent-hill-2-remake-dlc-xbox-versions-announcement-rumored-to-be-tied-with-movies-release/ |
| 日経 Tech Foresight | |||
| 2025-10-08 | 富士フイルム、後工程にも研磨剤 TSMCなどが大口か | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0707F0X01C25A0000000 | |
| 2025-10-08 | NVIDIAと富士通、AI基盤構築へ 半導体やソフト融合 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0705H0X01C25A0000000 | |
| 2025-10-07 | 量子計算機、半導体型の夜明け 技術進化で量産視野に | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC038C90T01C25A0000000 | |
| マイナビニュース テックプラス | |||
| 2025-10-08 | Infineonが目指す車載分野でのRISC-V活用、日本でもオープンな連携を模索 | https://news.mynavi.jp/techplus/article/20251008-3525799/ | |
| 2025-10-07 | アドバンテストとNVIDIAが協業、機械学習の活用でテスト工程の効率を向上へ | https://news.mynavi.jp/techplus/article/20251007-3524946/ | |
| 2025-10-07 | TI、マスクレス・デジタル・リソグラフィ装置向けDMD「DLP991UUV」を発表 | https://news.mynavi.jp/techplus/article/20251007-3524824/ | |
| 2025-10-07 | サムコが豪アデレード大から原子層エッチング装置(ALE)を受注 海外メディア報道 | https://news.mynavi.jp/techplus/article/20251007-3524768/ | |
| 2025-10-07 | imecと豪Dirag、シリコンベースの量子コンピューティング構築の可能性を報告 | https://news.mynavi.jp/techplus/article/20251007-3524440/ | |
| TrendForce | |||
| 2025-10-07 | [洞察] 10月初旬のパネル価格：需要低迷でノートPCパネルは小幅な下落を予測 | [Insights] Panel Prices in Early October: Notebook Panels Projected to Fall Slightly amid Soft Demand | https://www.trendforce.com/news/2025/10/07/insights-panel-prices-in-early-october-notebook-panels-projected-to-fall-slightly-amid-soft-demand/ |
| 2025-10-07 | 韓国メーカーが次世代HBMツールを推進する中、ハイブリッドボンダー市場は2028年までに20億ドルに達する可能性 | Hybrid Bonder Market Could Hit $2B by 2028 as Korean Makers Push Next-Gen HBM Tools | https://www.trendforce.com/news/2025/10/07/news-hybrid-bonder-equipment-market-reportedly-near-2b-by-2028-as-korean-makers-race-to-next-gen-hbm-tools/ |
| 2025-10-07 | テキサス・インスツルメンツ、150mmチップ施設閉鎖に伴い、今年12月に米国で400人の人員削減を計画 | Texas Instruments’ U.S. Layoffs Reportedly to Hit 400 This December Amid Closure of 150mm Chip Facilities | https://www.trendforce.com/news/2025/10/07/news-texas-instruments-u-s-layoffs-reportedly-to-hit-400-this-december-amid-closure-of-150mm-chip-facilities/ |
| 2025-10-07 | TSMC高雄工場、2nm試作生産を前倒しで開始、A14も評価中と報じられる | TSMC Kaohsiung Fab Hits 2nm Trial Production Ahead of Schedule, A14 Reportedly Under Evaluation | https://www.trendforce.com/news/2025/10/07/news-tsmc-kaohsiung-fab-hits-2nm-trial-production-ahead-of-schedule-a14-reportedly-under-evaluation/ |
| 2025-10-07 | OpenAIの数十億ドル規模のAMD取引を分析：両社、TSMC、台湾ODMにとって大きな利益 | OpenAI’s Multi-Billion AMD Deal Unpacked: Big Gains for Both, Along with TSMC and Taiwan’s ODMs | https://www.trendforce.com/news/2025/10/07/news-openais-multi-billion-amd-deal-unpacked-a-win-for-both-sides-along-with-tsmc-and-taiwanese-odms/ |
| Semiconductor Digest | |||
| 1 hour ago | SEMICON West 2025：米国半導体産業の新時代 | SEMICON West 2025: A New Era for the U.S. Semiconductor Industry | https://www.semiconductor-digest.com/semicon-west-2025-a-new-era-for-the-u-s-semiconductor-industry/ |
| 3 hours ago | Digital Dynamics、SEMICON Westで次世代融合制御モジュールを発表 | Digital Dynamics Unveils Next-Gen Fusion Control Modules at SEMICON West | https://www.semiconductor-digest.com/digital-dynamics-unveils-next-gen-fusion-control-modules-at-semicon-west/ |
| 5 hours ago | ClassOne Technology、新しい300mm Solstice Maxプラットフォームを発表 | ClassOne Technology Launches New 300mm Solstice Max Platform | https://www.semiconductor-digest.com/classone-technology-expands-solstice-single-wafer-portfolio-with-new-300mm-solstice-max-platform-for-advanced-packaging-metallization/ |
| 5 hours ago | ショーデイリー 2025 — 初日 | Show Daily 2025 — Day One | https://www.semiconductor-digest.com/show-daily-2025-day-one/ |
| 5 hours ago | IBM、Spyreアクセラレーターの商用提供を開始 | IBM Introduces the Spyre Accelerator for Commercial Availability | https://www.semiconductor-digest.com/ibm-introduces-the-spyre-accelerator-for-commercial-availability/ |
| 5 hours ago | 大規模な歩留まり向上：Fabtex Yield Optimizerが高量生産プロセスを改善 | Driving Yield at Scale: Fabtex Yield Optimizer Improves Processes for High-Volume Manufacturing | https://www.semiconductor-digest.com/driving-yield-at-scale-fabtex-yield-optimizer-improves-processes-for-high-volume-manufacturing/ |
| 5 hours ago | SecureFoundry、Hyper-Beam Array (HBA) リソグラフィシステムでチップ製造を再定義 | SecureFoundry Redefines Chipmaking with Hyper-Beam Array (HBA) Lithography System | https://www.semiconductor-digest.com/securefoundry-redefines-chipmaking-with-hyper-beam-array-hba-lithography-system/ |
| 5 hours ago | Applied Materials、AI性能を大幅に向上させる次世代チップ製造製品を発表 | Applied Materials Unveils Next-Gen Chipmaking Products to Supercharge AI Performance | https://www.semiconductor-digest.com/applied-materials-unveils-next-gen-chipmaking-products-to-supercharge-ai-performance/ |
| 日本経済新聞 | |||
| 2025-10-08 | NY株ハイライト AIブームに循環物色の様相、最高値圏も変わらぬ強気 | https://www.nikkei.com/article/DGXZQOFL07CY60X01C25A0000000/ | |
| 2025-10-08 | NYダウ、続落し91ドル安 過熱感を警戒 | https://www.nikkei.com/article/DGXZQOFL0800S0Y5A001C2000000/ | |
| 2025-10-08 | 米国株、ダウ続落し91ドル安 過熱感を警戒 ハイテク株に売り | https://www.nikkei.com/article/DGXZQOFL07CY30X01C25A0000000/ | |
| 2025-10-08 | 経営者8割、国の風力目標実現を疑問視 原発新増設は8割支持 | https://www.nikkei.com/article/DGXZQOUC266CS0W5A920C2000000/ | |
| 2025-10-08 | キオクシア、プライム基準適合へ前進 株価急騰で大株主の売却進む | https://www.nikkei.com/article/DGXZQOTG03CVM0T01C25A0000000/ | |
| 2025-10-08 | OpenAIがAMD出資、インフラ計200兆円投資で賭け 市場過熱に拍車 | https://www.nikkei.com/article/DGXZQOGN06CAQ0W5A001C2000000/ | |
| 2025-10-08 | 自民党新総裁で「日本株に上昇余地」、米市場関係者の見方 | https://www.nikkei.com/article/DGXZQOGN06C3X0W5A001C2000000/ | |
| 2025-10-08 | 独走TSMC、台湾で水・人材など「5欠問題」に直面 成長の足かせに | https://www.nikkei.com/article/DGXZQOGM19A5A0Z10C25A9000000/ | |
| 2025-10-08 | 空売り比率の低下一服 | https://www.nikkei.com/article/DGKKZO91804220X01C25A0DTC000/ | |
| 2025-10-08 | 太陽石油の山本社長「SAF、ファーストクラス乗客からコスト負担を」 | https://www.nikkei.com/article/DGXZQOUC145Z70U5A810C2000000/ | |
| ダイヤモンドオンライン | |||
| Oct 7 21:22 | 「日銀が大株主」の企業ランキング2025【上位10社】9位ファストリ、1位は？ | https://diamond.jp/articles/-/374398 | |
| Oct 7 20:50 | 経営の神髄は「人間集団の運営」にあり――“財界四天王”櫻田武と電電公社総裁・真藤恒の熱き対談 | https://diamond.jp/articles/-/374352 | |
| Oct 7 20:30 | 後発だったAMD、AI半導体戦争でいかに躍進したか | https://diamond.jp/articles/-/374379 | |
| Oct 7 20:22 | 「日銀が大株主」の企業ランキング2025【上位100社・完全版】含み益48兆円、10％以上保有は71社 | https://diamond.jp/articles/-/374397 | |
| Oct 6 20:40 | アルトマン氏が世界行脚、AIインフラの飽くなき需要見越し | https://diamond.jp/articles/-/374304 | |
| Oct 6 12:00 | 「100円から未来を買えるって最高！」半導体・AIに気軽に乗れる“最先端投資信託” | https://diamond.jp/articles/-/374039 | |
| Oct 5 20:00 | 米経済「悲観論」が後退した“2つの理由”、トランプ関税リスクが収まりつつあるワケ | https://diamond.jp/articles/-/374073 | |
| Tom’s Hardware | |||
| 2025-10-07 21:55 | Microsoft、Windows 11のローカルアカウント設定を厳格化 | Microsoft clamping down on Windows 11 local account setup | https://www.tomshardware.com/software/windows/microsoft-clamping-down-on-windows-11-local-account-setup-latest-insider-build-removes-local-only-commands-skipping-microsoft-account-sign-in-will-crash-setup-process |
| 2025-10-07 21:43 | テキサス・インスツルメンツ、テキサス州北部の施設で183人を削減する見込みと報道 | Texas Instruments to cut 183 positions in its North Texas facilities, claims report | https://www.tomshardware.com/tech-industry/texas-instruments-to-cut-183-positions-in-its-north-texas-facilities-claims-report-about-400-employees-in-total-expected-to-be-laid-off-due-to-closure-of-older-plants |
| 2025-10-07 21:18 | アムコー、アリゾナ州に高度パッケージング拠点を着工、米国の半導体サプライチェーンの重要なギャップを埋める | Amkor breaks ground on Arizona advanced packaging campus, plugging critical gap in US semiconductor supply chain | https://www.tomshardware.com/tech-industry/semiconductors/amkor-breaks-ground-on-arizona-advanced-packaging-campus |
| 2025-10-07 19:46 | ASUS、50万ドルのROG Astral RTX 5090Dがどのように作られたかを明かす | Asus reveals how $500,000 ROG Astral RTX 5090D was made | https://www.tomshardware.com/pc-components/gpus/asus-reveals-how-usd500-000-rog-astral-rtx-5090d-was-made-worlds-most-expensive-gpu-is-hewn-from-5kg-of-pure-gold |
| 2025-10-07 05:37 | 3DPrintopia 2025：東海岸最大の3Dプリンティングイベントで、フィラメント、折りたたみ式プリンター、そして楽しさ | 3DPrintopia 2025: filament, folding printers, and fun at the East Coast’s largest 3D printing event | https://www.tomshardware.com/3d-printing/3dprintopia-2025-filament-folding-printers-and-fun-at-the-east-coasts-largest-3d-printing-event |
| 2025-10-07 03:09 | 任天堂、数十万本のゲームを盗んだベテランSwitch海賊に対し450万ドルの支払いを求める | Nintendo seeking $4.5 million against veteran Switch pirate who stole hundreds of thousands of games | https://www.tomshardware.com/video-games/nintendo/nintendo-asks-for-usd4-5-million-default-judgment-against-ex-reddit-mod-accused-of-pirating-thousands-of-games-archbox-allegedly-asked-for-donations-for-faster-access-to-his-stolen-library |
| 2025-10-07 02:22 | Microsoft、Xboxハードウェアは健在と表明 – AMD搭載の次世代コンソールへのコミットメントを再確認 | Microsoft says Xbox hardware isn’t going anywhere – company reaffirms commitment to AMD-powered next-gen console | https://www.tomshardware.com/video-games/xbox/microsoft-says-xbox-hardware-isnt-going-anywhere-company-reaffirms-commitment-to-amd-powered-next-gen-console |
| 2025-10-06 23:57 | IntelのPanther Lakeラインナップ、完全仕様のXe3 iGPUを搭載した新ブランド「Core Ultra X」SKUを特徴とする見込み | Intel’s Panther Lake lineup tipped to feature new “Core Ultra X” -branded SKUs with fully spec’d Xe3 iGPUs | https://www.tomshardware.com/pc-components/cpus/intels-upcoming-panther-lake-family-will-reportedly-feature-new-core-ultra-x-branding-for-fully-specd-igpu-configs-core-ultra-7-and-9-processors-tipped-to-feature-12-xe3-gpu-cores |
| TechPowerup | |||
| 2025-10-07T18:10:10+00:00 | ASUS ROG Strix X870E-H Gaming Wi-Fi レビュー | ASUS ROG Strix X870E-H Gaming Wi-Fi Review | https://www.techpowerup.com/review/asus-rog-strix-x870e-h-gaming-wi-fi/ |
| 2025-10-07T17:43:38+00:00 | Razer、ポケモンコレクションに新製品を追加 | Razer Expands Its Pokémon Collection with New Additions | https://www.techpowerup.com/341680/razer-expands-its-pok-mon-collection-with-new-additions |
| 2025-10-07T17:34:16+00:00 | NVIDIA、「ARC Raiders GeForce RTX 50シリーズバンドル」を発売 | NVIDIA ARC Raiders GeForce RTX 50 Series Bundle Available Now | https://www.techpowerup.com/341679/nvidia-arc-raiders-geforce-rtx-50-series-bundle-available-now |
| 2025-10-07T06:55:08+00:00 | Microsoft、Windows 11でのオンラインアカウントバイパスをブロック | Microsoft Blocks Online Account Bypass on Windows 11 | https://www.techpowerup.com/341656/microsoft-blocks-online-account-bypass-on-windows-11 |
| 2025-10-07T17:29:51+00:00 | AMD、産業用コンピューティングおよび自動化向けRyzen Embedded 9000シリーズを発表 | AMD Announces Ryzen Embedded 9000 Series for Industrial Computing and Automation | https://www.techpowerup.com/341678/amd-announces-ryzen-embedded-9000-series-for-industrial-computing-and-automation |
| 2025-10-07T17:26:12+00:00 | Point2 Technology、AIインターコネクト向けにプラスチック導波管を介したe-TubeラックスケールRF伝送をデモ | Point2 Technology Demos e-Tube Rack-Scale RF Transmission Over Plastic Waveguide for AI Interconnect | https://www.techpowerup.com/341677/point2-technology-demos-e-tube-rack-scale-rf-transmission-over-plastic-waveguide-for-ai-interconnect |
| 2025-10-07T13:42:50+00:00 | Qualcomm、Arduinoを買収へ | Qualcomm to Acquire Arduino | https://www.techpowerup.com/341673/qualcomm-to-acquire-arduino |
| 2025-10-07T13:33:36+00:00 | Applied Materials、次世代チップ製造製品を発表 | Applied Materials Unveils Next-Gen Chipmaking Products | https://www.techpowerup.com/341672/applied-materials-unveils-next-gen-chipmaking-products |
| 2025-10-07T13:13:14+00:00 | IBM、Spyreアクセラレーターを商用提供開始 | IBM Introduces the Spyre Accelerator for Commercial Availability | https://www.techpowerup.com/341671/ibm-introduces-the-spyre-accelerator-for-commercial-availability |
| 2025-10-07T12:01:50+00:00 | be quiet!、新PCケース「Light Base 500 LX」および「Light Base 500」を発売 | be quiet! Releases New Light Base 500 LX and Light Base 500 PC Cases | https://www.techpowerup.com/341669/be-quiet-releases-new-light-base-500-lx-and-light-base-500-pc-cases |
| 2025-10-07T11:49:59+00:00 | TDK、高性能ゲーミングギア向けTMRセンサーを発表 | TDK Announces New TMR Sensors for High-Performance Gaming Gear | https://www.techpowerup.com/341668/tdk-announces-new-tmr-sensors-for-high-performance-gaming-gear |
| 2025-10-07T10:57:02+00:00 | AMD、新製品「Solarflare X4低遅延イーサネットアダプター」を発表 | AMD Unveils New Solarflare X4 Low-Latency Ethernet Adapters | https://www.techpowerup.com/341666/amd-unveils-new-solarflare-x4-low-latency-ethernet-adapters |
| 2025-10-07T10:44:35+00:00 | 『アサシン クリード ミラージュ 記憶の谷』が11月18日に無料配信開始 | Assassin’s Creed Mirage Valley of Memory Launches for Free on November 18 | https://www.techpowerup.com/341665/assassins-creed-mirage-valley-of-memory-launches-for-free-on-november-18 |
| 2025-10-07T09:02:46+00:00 | TSMC、量産開始を控えFab 22で初の2nmシリコンをエッチング | TSMC Etches First 2 nm Silicon at Fab 22 as Volume Production Nears | https://www.techpowerup.com/341662/tsmc-etches-first-2-nm-silicon-at-fab-22-as-volume-production-nears |
| 2025-10-07T08:31:41+00:00 | MSI、バックコネクション対応の「GeForce RTX 5070 Ti 16G VENTUS 3X PZシリーズ」を発売 | MSI Launches New GeForce RTX 5070 Ti 16G VENTUS 3X PZ Series With Back-Connection | https://www.techpowerup.com/341661/msi-launches-new-geforce-rtx-5070-ti-16g-ventus-3x-pz-series-with-back-connection |
| 2025-10-07T08:23:49+00:00 | ASUS IoT、クラウドネイティブAIビジョンプラットフォーム「AISVision 365」を発表 | ASUS IoT Launches AISVision 365 Cloud-Native AI-vision Platform | https://www.techpowerup.com/341660/asus-iot-launches-aisvision-365-cloud-native-ai-vision-platform |
| 2025-10-07T08:18:30+00:00 | AAEON、NVIDIA Jetson Orin NXプラットフォームをベースとしたファンレス組み込みAIシステム「BOXER-8655AI」を発表 | AAEON Unveils BOXER-8655AI Fanless Embedded AI System Based on NVIDIA Jetson Orin NX Platform | https://www.techpowerup.com/341659/aaeon-unveils-boxer-8655ai-fanless-embedded-ai-system-based-on-nvidia-jetson-orin-nx-platform |
| 2025-10-07T07:26:28+00:00 | Samsung Odyssey G60Fモニター、1440p IPSパネルで350Hzのリフレッシュレートを実現 | Samsung Odyssey G60F Monitor Brings 350 Hz Refresh on 1440p IPS Panel | https://www.techpowerup.com/341658/samsung-odyssey-g60f-monitor-brings-350-hz-refresh-on-1440p-ips-panel |
| EETimes Taiwan | |||
| 2025-10-07 | 材料業者がインドの半導体パッケージング市場に注目 | 材料業者關注印度半導體封裝機會 | https://www.eettaiwan.com/20251007nt61-materials-firms-eye-india-s-semiconductor-packaging-opportunity/ |
| 2025-10-07 | 稲妻はどこから来るのか？ X線と電子アバランチがその謎に迫る | 閃電從何而來？ X射線與電子雪崩揭謎團 | https://www.eettaiwan.com/20251007ta51-what-initiates-lightning-there-s-a-new-and-likely-better-answer/ |
| 2025-10-07 | 【現地取材】AI新シリコンバレーの台頭―スマート大南方の着実な実現 | 【參訪直擊】AI新矽谷崛起—智慧大南方逐步落地 | https://www.eettaiwan.com/20251007nt11-intelligent-rainforest-program-to-fuel-southern-ai-transformation/ |
| 2025-10-07 | 『グローバル秩序、技術拡大』が描く2040年の世界四大未来シナリオ | 「全球秩序、科技擴張」構成2040年世界四大未來情境 | https://www.eettaiwan.com/20251007nt21-four-future-scenarios-for-the-world-in-2040/ |
| EETimes Asia | |||
| 2025-10-07 | QuickLogic、データセンターASIC向けのeFPGAハードIP契約を獲得 | QuickLogic Lands eFPGA Hard IP Contract for Datacenter ASIC | https://www.eetasia.com/quicklogic-lands-efpga-hard-ip-contract-for-datacenter-asic/ |
| 2025-10-07 | NovaのELIPSON、GAAプロセス向け標準ツールに選定 | Nova’s ELIPSON Selected as Tool of Record for GAA Processes | https://www.eetasia.com/novas-elipson-selected-as-tool-of-record-for-gaa-processes/ |
| 2025-10-07 | 2025年第2四半期、スマートフォン生産が4%増加 | Smartphone Production Up 4% in 2Q 2025 | https://www.eetasia.com/smartphone-production-up-4-in-2q-2025/ |
| 2025-10-07 | Alibaba、新たなAIチップでNvidiaに直接挑戦 | Alibaba Mounts Direct Challenge to Nvidia with New AI Chip | https://www.eetasia.com/alibaba-mounts-direct-challenge-to-nvidia-with-new-ai-chip/ |
| EETimes India | |||
| 2025-10-07 | Synopsys と TSMC、2Dおよび3D設計ソリューション実現のために連携 | Synopsys and TSMC Partner to Enable 2D, 3D Design Solutions | https://www.eetindia.co.in/synopsys-and-tsmc-partner-to-enable-2d-3d-design-solutions/ |
| 2025-10-07 | ASMPTが知能革命を推進する方法 | How ASMPT is Empowering the Intelligence Revolution | https://www.eetindia.co.in/how-asmpt-is-empowering-the-intelligence-revolution/ |
| ZDNET Korea | |||
| 2025-10-08 | 環境公団、国連環境計画（UNEP）とK-EPRの世界化を協議 | 환경공단, 유엔환경계획(UNEP)과 K-EPR 세계화 논의 | https://www.zdnet.co.kr/20251008001053%22%20title=%22 |
| 2025-10-07 | 気候部は、秋夕休暇中も安定した行政サービスの維持に全力を尽くす | 기후부, 추석 연휴에도 안정적 행정서비스 유지에 최선 | https://www.zdnet.co.kr/20251007235529%22%20title=%22 |
| 2025-10-07 | 産業団公、工業団地内の重要施設の安全点検を実施 | 산단공, 산업단지 내 중요 시설물 안전점검 실시 | https://www.zdnet.co.kr/20251007234605%22%20title=%22 |
| 2025-10-07 | 「個人情報の不安・煩わしさが解消…中古携帯市場の好循環を促す」 | “개인정보 불안·번거로움 끝…중고폰 시장 선순환 이끌 것” | https://www.zdnet.co.kr/20251007175237%22%20title=%22 |
| 2025-10-07 | ノーベル物理学賞、量子分野が出現…「量子コンピューティング、キュービット基盤の整備」 | 노벨 물리학상, 양자서 나와…”양자컴퓨팅 큐비트 기반 마련” | https://www.zdnet.co.kr/20251007194603%22%20title=%22 |
| 2025-10-07 | ランサムウェア『メドゥサ』がGoAnywhereの脆弱性を悪用し攻撃を試みる | 랜섬웨어 ‘메두사’, GoAnywhere 취약점 악용해 공격 시도 | https://www.zdnet.co.kr/20251007154546%22%20title=%22 |
| 2025-10-07 | 今年第3四半期のランサムウェア攻撃件数は5336件…2023年を超えた | 올해 3분기 랜섬웨어 공격 5336건…2023년 넘었다 | https://www.zdnet.co.kr/20251007143243%22%20title=%22 |
| 2025-10-07 | 医大定員増加政策も『保健成果』…福祉部の白書論争 | 의대 정원 증원 정책도 ‘보건성과’…복지부 백서 논란 | https://www.zdnet.co.kr/20251007145007%22%20title=%22 |
| 2025-10-07 | 「秋夕休暇中にOTT割引を利用してTファクトリーを訪れてください」 | “추석 연휴 OTT 할인받고 T팩토리 놀러오세요” | https://www.zdnet.co.kr/20251007141902%22%20title=%22 |
| 2025-10-07 | OTT独走の中、有料放送は『古い規制の枷』を解かねばならない | OTT 독주 속 유료방송, ‘낡은 규제 족쇄’ 풀어야 산다 | https://www.zdnet.co.kr/20251007123155%22%20title=%22 |
| 2025-10-07 | 『売却難航』のNXC物納株が政府に128億ウォンの配当をもたらした | ‘매각 난항’ NXC 물납주식, 정부에 배당금 128억원 안겼다 | https://www.zdnet.co.kr/20251007142056%22%20title=%22 |
| 2025-10-07 | 秋夕の後遺症が終わり…NaverはカリNマートで『リフレッシュウィーク』を実施 | 추석 후유증 끝…네이버, 컬리N마트서 ‘리프레시 위크’ 실시 | https://www.zdnet.co.kr/20251007135855%22%20title=%22 |
| 2025-10-07 | 退場防止医薬品『アルファアセトアミ노페ン錠』、25年連続で11ウォン | 퇴장방지의약품 ‘알파아세트아미노펜정’, 25년째 11원 | https://www.zdnet.co.kr/20251007140329%22%20title=%22 |
| 2025-10-07 | 海外と異なる『ディカフェイン』基準、政府が見直しに乗り出す | 해외와 다른 ‘디카페인’ 기준, 정부 개선 나서 | https://www.zdnet.co.kr/20251007133833%22%20title=%22 |
| 2025-10-07 | オラクルEBS脆弱性攻撃の可能性が浮上…迅速なパッチ適用を推奨 | 오라클 EBS 취약점 공격 가시화…빠른 패치 권고 | https://www.zdnet.co.kr/20251007114101%22%20title=%22 |
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| 中央日報 | |||
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| BAIDU |
