TOC
Main News
- TSMC Sets New Sales Record in October, Driven by AI Demand TSMC set a new record for sales in October, buoyed by strong AI demand, and the CEO is confident that this momentum will continue. Meanwhile, detailed analysis behind this record sales performance suggests that even if year-over-year growth is declining, it does not imply immediate weakness; AI-centric demand is a strong driver of the company’s continued growth.
- NAND Prices Double in Six Months, Memory Supply Shortage Predicted to Prolong Rapidly rising NAND flash memory prices have doubled in the past six months, and Phison’s CEO predicts that this NAND supply shortage could be prolonged over the next several years. NOR flash prices have also skyrocketed in the Chinese market, and memory module makers expect this trend of supply shortages and price spikes to continue through 2026.
- ASML Says Chip Equipment Demand Has Yet to Rise Despite AI Boom ASML, a leading semiconductor equipment company, has announced that overall demand for chip manufacturing equipment has yet to see a serious uptick despite the spread of the global AI boom ASML, meanwhile, moving to shift its strategy in China and is stepping up cooperation in advanced semiconductor technology, including the completion of its Hwaseong campus in South Korea.
- TSMC Plans 12 New Factories in Taiwan to Address 2nm Supply Tightness TSMC is reportedly planning 12 new advanced process and packaging factories in Taiwan to address the tight supply of 2nm processes in the market. It is also reported that TSMC’s CoWoS capacity is so tight that some U.S. AI chipmakers may have to rely on Powertech for manufacturing through 2027.
- Intel CTO and Head of AI Moves to OpenAI, CEO Directly Leads AI Strategy Intel’s CTO and Head of AI has left the company after only seven months in the position to move to competitor OpenAI. As a result, Intel’s CEO, Lip Boo Tan, has taken direct control of the company’s AI strategy and has taken over the promotion of AI-related activities. This move is indicative of the intensity of the battle within the industry for top talent in the AI field.
- AI Drives Shift to Memory-Centric Computing, Redefines Supply Chain Developments in AI technology are fundamentally rethinking traditional semiconductor design and accelerating the shift to a memory-centric computing structure. This paradigm shift is driving a redefinition of the entire semiconductor supply chain through technologies such as HBM. In addition, major companies such as SK Hynix, Samsung, and SanDisk are focusing on HBF (High Bandwidth Flash) as the next generation memory battleground.
- GlobalFoundries Licenses TSMC’s GaN Technology to Expand U.S. Production GlobalFoundries has signed an agreement to license its GaN (Gallium Nitride) technology from TSMC. The licensing, which specifically covers 650V and 80V GaN technology, supports GlobalFoundries’ strategy to expand production in the US. Some analysts have speculated that this move may be a sign that foundry giant TSMC is pulling out of certain technology areas.
- YMTC Adds Third Plant in Wuhan, Aims to Become a Top 4 Memory Company in the World by 2027 China’s YMTC (Changjiang Memory) is reportedly planning to add a third plant in Wuhan to further expand its production capacity. The company has set an ambitious goal of becoming one of the top four memory companies in the world by 2027, and is working to strengthen its production system.
- SoftBank G Sells NVIDIA Shares for $5.83 Billion SoftBank Group announced that it has sold its holdings of NVIDIA shares for $5.83 billion (approximately 870 billion yen). This massive sale of AI-related shares is a notable move in the U.S. tech stock market amid whispers of “overbought” sentiment toward AI stocks in the market.
- China Combines San ctions and Waivers Against Nexperia, Launches New Supply Chain Strategy The Chinese government is developing a new supply chain strategy that combines sanctions and waivers against the Dutch semiconductor company Nexperia. Dutch officials are planning a visit to China to discuss this complex issue, and the Chinese Minister of Commerce insists that the Dutch side is responsible for the problems with Ansei Semiconductor (the former name of Nexperia).
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Nov 11, 17:19 | TSMCの10月記録の背後にある真相：前年比低下率が弱さを意味しない理由 | Behind TSMC’s October record: Why a lower YoY rate doesn’t signal weakness | https://www.digitimes.com/news/a20251111VL207/tsmc-revenue-growth-2025.html |
| Nov 11, 17:00 | Powerlogic、堅調なGPU需要を背景に2025年第4四半期の大幅成長を見込む | Powerlogic eyes strong 4Q25 growth on robust GPU demand | https://www.digitimes.com/news/a20251111PD246/powerlogic-gpu-gaming-demand-growth-2025.html |
| Nov 11, 16:47 | ソニー、円安、イメージセンサー好調、そして『鬼滅の刃』の恩恵で年間業績予想を上方修正 | Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall | https://www.digitimes.com/news/a20251111PD248/sony-operating-profit-cis-gaming-2025.html |
| Nov 11, 15:29 | Astera Labs、スイッチチップを出荷し、新たな規格でAIサーバー市場での影響力を拡大 | Astera Labs ships switch chips, expands AI server influence with new standards | https://www.digitimes.com/news/a20251110PD233/astera-labs-ai-server-switch-chips-transmission.html |
| Nov 11, 15:02 | YMTC、武漢に3号工場を増設し、2027年までに世界トップ4のメモリ企業を目指す | YMTC expands Wuhan production with third fab, targets global top-four memory ranking by 2027 | https://www.digitimes.com/news/a20251111PD242/ymtc-2027-production-plant-expansion.html |
| Nov 11, 14:37 | サムスン、テキサスでの拡大が米国新半導体エコシステムの形成を促す | Samsung’s Texas expansion spurs formation of a new US semiconductor ecosystem | https://www.digitimes.com/news/a20251111PD224/samsung-texas-semiconductor-foundry-expansion-materials.html |
| Nov 11, 14:28 | ベトナム初のウェハファブ、2026年稼働予定でグローバルな半導体供給網への進出を加速 | Vietnam’s first wafer fab set for 2026 launch, accelerating push into global chip supply chain | https://www.digitimes.com/news/a20251111VL201/2026-chip-supply-manufacturing-development-online.html |
| Nov 11, 13:55 | インテルCEOが直接経営に着手、元AI責任者がOpenAIに参加 | Intel CEO takes direct control as former AI chief joins OpenAI | https://www.digitimes.com/news/a20251111PD235/intel-openai-ceo-technology-data-center.html |
| Nov 11, 12:20 | 競争を超えて：台湾と韓国がアジアの次なる半導体大国を築けるか？ | Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower? | https://www.digitimes.com/news/a20251111PD211/chairman-taiwan-digitimes-supply-chain-alliance.html |
| Nov 11, 11:59 | オランダ当局者が中国訪問計画を立て、Nexperia危機に対する3つの可能な展開を示す | Three possible outcomes of Dutch officials’ planned visit to China to discuss Nexperia crisis | https://www.digitimes.com/news/a20251111PD221/nexperia-china-netherlands-government-eu.html |
| Nov 11, 11:47 | GlobalFoundries、TSMCとのGaN技術ライセンス契約締結で米国生産を拡大 | GlobalFoundries signs GaN tech licensing deal with TSMC to expand US production | https://www.digitimes.com/news/a20251111VL202/globalfoundries-gan-technology-tsmc-licensing.html |
| 日経 Tech Foresight | |||
| 2025-11-12 | 「伝説の半導体技術者」ラピダス考 日本再興へ提言 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC117K60R11C25A1000000 | |
| 2025-11-12 | 光学革命「メタレンズ」 半導体技術で薄く安く | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC116CN0R11C25A1000000 | |
| 2025-11-12 | 光電融合LIVE配信 視聴者質問に日本IBM堀部氏が追加回答 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC104ZD0Q5A111C2000000 | |
| 2025-11-11 | ラピダス小池社長の勝算、自前主義捨てた座組に 顧客は | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC106F60Q5A111C2000000 | |
| 2025-11-11 | 早大など、近赤外光も利用可能なペロブスカイト太陽電池 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0625X0W5A101C2000000 | |
| 2025-11-11 | ホンダとルネサス、SoC設計「爆速フロー」構築中 SDV用 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC101ID0Q5A111C2000000 | |
| マイナビニュース テックプラス | |||
| 2025-11-11 | 日本製鋼所、千葉県の柏の葉キャンパスエリアに半導体材料などを扱う研究所を開設へ | https://news.mynavi.jp/techplus/article/20251111-3654502/ | |
| 2025-11-11 | ソフトバンクG、NVIDIA株を58.3億ドルで売却 第2四半期決算公表 | https://news.mynavi.jp/techplus/article/20251111-3654263/ | |
| 2025-11-11 | AIは2026年に半導体/FPD業界をどのように推進するのか？ – TrendForceが予測 | https://news.mynavi.jp/techplus/article/20251111-3653379/ | |
| TrendForce | |||
| 2025-11-11 | GlobalFoundries、TSMCの650Vおよび80V GaN技術をライセンス供与――ファウンドリ大手の後退の兆し | GlobalFoundries Licenses TSMC’s 650V, 80V GaN Tech in Sign of Foundry Leader’s Retreat | https://www.trendforce.com/news/2025/11/11/news-globalfoundries-licenses-tsmcs-650v-80v-gan-tech-in-sign-of-foundry-leaders-retreat/ |
| 2025-11-11 | SKハイニックス、2026年下半期に321層QLC NANDを検討か；Solidigm IPOの将来は不透明 | SK hynix Reportedly Eyes 321-Layer QLC NAND in 2H26; Future of Solidigm IPO Uncertain | https://www.trendforce.com/news/2025/11/11/news-sk-hynix-reportedly-eyes-321-layer-qlc-nand-in-2h26-future-of-solidigm-ipo-uncertain/ |
| 2025-11-11 | インテルのCTO兼AI責任者がOpenAIへ移籍；CEOリップ・ブー・タンがAI戦略を引き継ぐ | Intel CTO and AI Chief Departs for OpenAI; CEO Lip-Bu Tan Steps In to Lead AI Push | https://www.trendforce.com/news/2025/11/11/news-intel-cto-and-ai-chief-departs-for-openai-ceo-lip-bu-tan-steps-in-to-lead-ai-push/ |
| 2025-11-11 | メモリ価格急騰：マクロニクスのNORフラッシュが2026年第1四半期に30%増加、サンディスクのNANDも11月に上昇 | Memory Price Surge: Macronix NOR Flash Reportedly +30% in 1Q26, SanDisk NAND Up in Nov. | https://www.trendforce.com/news/2025/11/11/news-memory-price-surge-taiwans-macronix-nor-flash-reportedly-30-in-1q26-sandisk-nand-up-in-nov/ |
| 2025-11-11 | SKハイニックス、サムスン、サンディスクがHBFに注目 ― メモリ分野の次の戦場 | SK hynix, Samsung, and SanDisk Bet on HBF — The Next Battleground in Memory Sector | https://www.trendforce.com/news/2025/11/11/news-sk-hynix-samsung-and-sandisk-bet-on-hbf-the-next-battleground-in-memory-sector/ |
| Semiconductor Digest | |||
| 2 hours ago | マンパワーグループとマリコパ・コミュニティカレッジが次世代の半導体および製造業労働力育成に向けた提携を発表 | ManpowerGroup and Maricopa Community Colleges Partner to Develop the Next-Generation Semiconductor and Manufacturing Workforce | https://www.semiconductor-digest.com/manpowergroup-and-maricopa-community-colleges-partner-to-develop-the-next-generation-semiconductor-and-manufacturing-workforce/ |
| 3 hours ago | Blaizeが拡張可能で省エネルギーなエッジAIソリューションを実現するためにArteris NoC IPを導入 | Blaize Deploys Arteris NoC IP to Power Scalable, Energy-Efficient Edge AI Solutions | https://www.semiconductor-digest.com/blaize-deploys-arteris-noc-ip-to-power-scalable-energy-efficient-edge-ai-solutions/ |
| 4 hours ago | Omdia：2026年までにディスプレイ需要が6％増加すると予測 | Omdia: Display Demand Expected to Grow 6% in Area by 2026 | https://www.semiconductor-digest.com/omdia-display-demand-expected-to-grow-6-in-area-by-2026/ |
| 4 hours ago | InnateraがODM顧客としてJoyaと契約を締結 | Innatera Signs Joya as ODM Customer | https://www.semiconductor-digest.com/innatera-signs-joya-as-odm-customer/ |
| 日本経済新聞 | |||
| 2025-11-12 | NY株ハイライト 消えないAI株買われすぎ論 ダウ最高値もエヌビディアは下落 | https://www.nikkei.com/article/DGXZQOFL11CD00R11C25A1000000/ | |
| 2025-11-12 | NYダウ、続伸し2週ぶり最高値 政府機関再開へ前進を好感 | https://www.nikkei.com/article/DGXZQOFL120050S5A111C2000000/ | |
| 2025-11-12 | 孫正義氏のNVIDIA株手じまい、米テック株に寒風 | https://www.nikkei.com/article/DGXZQOGN11D1E0R11C25A1000000/ | |
| 2025-11-12 | 米国株、ダウ続伸し559ドル高 2週ぶり最高値 政府機関の再開に向け前進 | https://www.nikkei.com/article/DGXZQOFL11D1J0R11C25A1000000/ | |
| 2025-11-12 | AI株なお上昇、中長期では割安株 野村証券の古川氏 | https://www.nikkei.com/article/DGXZQOUB108XR0Q5A111C2000000/ | |
| 2025-11-12 | 味の素の担当役員に聞く新卒選考「自分の言葉で自分らしく語って」 | https://www.nikkei.com/article/DGXZQOUC2880R0Y5A021C2000000/ | |
| 2025-11-12 | 鴻海が決算を発表 11月12日ビジネス主な予定 | https://www.nikkei.com/article/DGXZQOUC07BBF0X01C25A1000000/ | |
| 2025-11-12 | ソフトバンクG、OpenAIに賭ける成長 後藤CFO「最も強く期待」 | https://www.nikkei.com/article/DGXZQOUC06CEH0W5A101C2000000/ | |
| 2025-11-12 | オリックス、カタール投資庁と買収ファンド発表 中東マネー呼び込み | https://www.nikkei.com/article/DGXZQOUB114ZZ0R11C25A1000000/ | |
| 2025-11-12 | 東証大引け 日経平均は小反落 朝高後下落、アドテストに売り強まる | https://www.nikkei.com/article/DGXZQOFL113VJ0R11C25A1000000/ | |
| ダイヤモンドオンライン | |||
| Nov 10 21:00 | トヨタも恐れる「半導体ネクスペリア問題」…その裏で中国が着実に進めていた“国家戦略”とは？ | https://diamond.jp/articles/-/376774 | |
| Nov 9 20:05 | AIブームの株高は「バブル」なのか「今回は違う」のか、“本物のイノベーション”が招く熱狂の罠 | https://diamond.jp/articles/-/376554 | |
| Nov 8 22:50 | 「自分もやりがち…」投資で大損する人の“独りよがりな思考”がグサっとくる | https://diamond.jp/articles/-/374223 | |
| Tom’s Hardware | |||
| 2025-11-11 22:25 | Micron、ニューヨークの半導体工場建設を5年延期、一方アイダホ州の第2工場建設は加速 | Micron delays New York fabs by five years, but accelerates second fab in Idaho | https://www.tomshardware.com/pc-components/dram/microns-new-york-chipmaking-fabs-by-five-years-but-accelerates-second-fab-in-idaho-and-reallocates-chips-act-funding |
| 2025-11-11 21:56 | AMD Ryzen 5 7500X3D、Micro Centerの事前組み立てPCに初搭載 | AMD Ryzen 5 7500X3D debuts in Micro Center pre-built PC | https://www.tomshardware.com/pc-components/cpus/amd-ryzen-5-7500x3d-debuts-in-micro-center-pre-built-pc-affordable-gaming-cpu-seemingly-exclusive-to-retailer-for-now |
| 2025-11-11 21:47 | IntelのCTO兼AI責任者、わずか7ヶ月で離職しOpenAIに合流 | Intel’s CTO and AI chief leaves for OpenAI after just seven months in role | https://www.tomshardware.com/tech-industry/intels-cto-and-ai-chief-leaves-for-openai-after-just-seven-months-in-role-follows-another-ai-data-center-exec-out-the-door-lip-bu-tan-to-take-up-the-slack |
| 2025-11-11 21:44 | ベテラン開発者の最新コンピュータは、カスタムベンチマークにおいて最古機と比べ20万倍高速 | Veteran dev’s newest computer is ‘200,000 times’ faster than his oldest in custom benchmarks | https://www.tomshardware.com/pc-components/cpus/veteran-devs-newest-computer-is-200-000-times-faster-than-his-oldest-in-custom-benchmarks-single-thread-dhrystone-performance-charted-across-25-systems-released-between-1976-and-2023 |
| TechPowerup | |||
| 2025-11-11T21:45:13+00:00 | AMD、『Instinct MI400』をNVIDIAのVera Rubinに対抗させ、MI500は2027年に登場予定 | AMD Positions Instinct MI400 Against NVIDIA Vera Rubin, MI500 Coming in 2027 | https://www.techpowerup.com/342826/amd-positions-instinct-mi400-against-nvidia-vera-rubin-mi500-coming-in-2027 |
| 2025-11-11T20:01:50+00:00 | Windows 11の11月アップデートで、再設計されたスタートメニューとバッテリーアイコンが登場 | Windows 11 November Update Brings Redesigned Start Menu and Battery Icon | https://www.techpowerup.com/342821/windows-11-november-update-brings-redesigned-start-menu-and-battery-icon |
| 2025-11-11T19:47:23+00:00 | Windows 11 Proへのアップグレードがたった10ドルで可能（定価は199ドル） | Upgrade to Windows 11 Pro for Just $10 (MSRP $199) | https://www.techpowerup.com/342760/upgrade-to-windows-11-pro-for-just-usd-10-msrp-usd-199 |
| 2025-11-11T19:32:55+00:00 | AMD、効率性向上と新しいAI機能を搭載したZen 6（2 nm）およびZen 7を正式発表 | AMD Confirms Zen 6 (2 nm) and Zen 7 with Efficiency Upgrades and New AI Features | https://www.techpowerup.com/342820/amd-confirms-zen-6-2-nm-and-zen-7-with-efficiency-upgrades-and-new-ai-features |
| 2025-11-11T18:14:29+00:00 | Bungieの抽出型シューターマラソン、数ヶ月の遅延を受け新たな発売日が決定 | Bungie Extraction Shooter Marathon Gets New Release Date After Months-Long Delay | https://www.techpowerup.com/342816/bungie-extraction-shooter-marathon-gets-new-release-date-after-months-long-delay |
| 2025-11-11T17:41:59+00:00 | ZOTAC、米国市場に『Apocalypse RTX 5080』および『5070 Ti』グラフィックスカードを投入 | ZOTAC Brings Apocalypse RTX 5080 and 5070 Ti Graphics Cards to the U.S. Market | https://www.techpowerup.com/342815/zotac-brings-apocalypse-rtx-5080-and-5070-ti-graphics-cards-to-the-u-s-market |
| 2025-11-11T17:26:16+00:00 | GoDeal24のシングルズデー・ソフトウェアセール：年に一度の素晴らしいソフトウェアを手に入れるチャンス | GoDeal24 Singles Day Software Sale: Your Once a Year Chance to Grab Some Great Software! | https://www.techpowerup.com/342695/godeal24-singles-day-software-sale-your-once-a-year-chance-to-grab-some-great-software |
| 2025-11-11T17:10:32+00:00 | Sony PlayStation 5の全世界販売台数が8400万台を突破 | Sony PlayStation 5 Sales Surpass 84 Million Global Units | https://www.techpowerup.com/342814/sony-playstation-5-sales-surpass-84-million-global-units |
| EETimes Taiwan | |||
| 2025-11-11 | LPDDR6：パフォーマンス、消費電力、安全性のバランスの極意 | LPDDR6：效能、功耗與安全的平衡之道 | https://www.eettaiwan.com/20251111ta31-lpddr6-balance-performance-power-and-security/ |
| 2025-11-11 | ムーアの法則を超えて AIとHPCが奏でる半導体の新たな章 | 超越摩爾定律 AI與HPC共譜半導體新篇章 | https://www.eettaiwan.com/20251112nt31-globalfoundries-champions-essential-technologies-over-moores-law-ai-and-semiconductors-dance-a-quick-two-step-for-leti-and-st-the-fastest-way-to-edge-ai-is-through-the-memory-wa/ |
| 2025-11-11 | GPUは限界か？ 専用の推論アーキテクチャがAI演算の未来を再構築する | GPU走到盡頭？ 專用推論架構重塑AI運算未來 | https://www.eettaiwan.com/20251111nt51-purpose-built-ai-inference-architecture-reengineering-compute-design/ |
| 2025-11-11 | PCBレイアウトによるハーフブリッジGaNドライバー性能の向上法 | 如何以PCB佈局提升半橋GaN驅動器性能 | https://www.eettaiwan.com/20251111ta71-how-to-design-pcb-layout-for-highest-half-bridge-gan-driver-performance/ |
| 2025-11-11 | 世界の5Gスマートフォン普及率は平均71％に達する | 全球5G智慧型手機滲透率平均為71% | https://www.eettaiwan.com/20251111nt21-global-5g-smartphone-penetration-rate/ |
| 2025-11-10 | CANopenブートローダー：安全かつ統一されたファームウェア更新の実現 | CANopen開機載入程式：實現安全一致的韌體更新 | https://www.eettaiwan.com/20251110ta31-secure-and-harmonized-firmware-updates-with-the-canopen-bootloader/ |
| 2025-11-10 | LEDライトがうまく作動しない？ 分解して見る不調の謎 | LED燈不太對勁？ 拆解一窺黯淡之謎 | https://www.eettaiwan.com/20251110nt51-disassembling-a-led-based-light-that-s-not-acting-quite-right-right/ |
| 2025-11-10 | 高度な競争に挑む 技術の融合でドローン市場に新たな可能性を拓く | 迎向高階競爭 技術融合開啟無人機新藍海 | https://www.eettaiwan.com/202511xxnt11-tech-fusion-drives-new-drone-blue-ocean/ |
| 2025-11-10 | 2025年下半期、ウエハーファウンドリーの稼働率が予想を上回る | 2H25晶圓代工產能利用率優於預期 | https://www.eettaiwan.com/20251110nt21-2h25-wafer-foundry-capacity-utilization-rate/ |
| EETimes Asia | |||
| 2025-11-11 | MEETの非接触型メーターが、電圧と電流の測定を手軽に実現 | MEET’s Non-Contact Meter Offers Convenient Way of Voltage and Current Measurement | https://www.eetasia.com/meets-non-contact-meter-offers-convenient-way-of-voltage-and-current-measurement/ |
| 2025-11-11 | TrendForce：強固なCSPとクラウド需要が、2026年までにAIサーバー出荷台数を20％以上押し上げる | TrendForce: Strong CSP, Cloud Demand to Fuel Over 20% Growth in AI Server Shipments by 2026 | https://www.eetasia.com/trendforce-strong-csp-cloud-demand-to-fuel-over-20-growth-in-ai-server-shipments-by-2026/ |
| 2025-11-11 | ST社のGaNフライバックコンバーターが、設計を容易にし可聴ノイズを低減 | ST GaN Flyback Converters Simplify Design, Silence Audible Noise | https://www.eetasia.com/st-gan-flyback-converters-simplify-design-silence-audible-noise/ |
| 2025-11-11 | Seeed Studioの最新モジュールが、Nordic社のSoCを統合し複数プロトコル対応の無線接続を実現 | Seeed Studio’s Latest Modules Integrate Nordic SoCs for Multiprotocol Wireless Connectivity | https://www.eetasia.com/seeed-studios-latest-modules-integrate-nordic-socs-for-multiprotocol-wireless-connectivity/ |
| 2025-11-11 | NXPのBMSチップセットが、バッテリーの状態監視を向上させる | NXP BMS Chipset Helps Improves Battery Health Monitoring | https://www.eetasia.com/nxp-bms-chipset-helps-improves-battery-health-monitoring/ |
| 2025-11-11 | Bluetoothチャンネルサウンディングによる安全な距離測定：デジタルキーからIoTアプリケーションまで | Secure Ranging with Bluetooth Channel Sounding: From Digital Keys to IoT Applications | https://www.eetasia.com/secure-ranging-with-bluetooth-channel-sounding-from-digital-keys-to-iot-applications/ |
| 2025-11-10 | ドローンの革新 | Revolutionizing Drones | https://www.eetasia.com/revolutionizing-drones/ |
| 2025-11-10 | Samsungと住友、パッケージ基板用ガラスコアを対象とする合弁会社を設立 | Samsung and Sumitomo Set Up JV for Glass Core Used in Package Substrates | https://www.eetasia.com/samsung-and-sumitomo-set-up-jv-for-glass-core-used-in-package-substrates/ |
| 2025-11-10 | DeltaがNRFを買収し、半導体業界向けパワーソリューションポートフォリオを強化 | Delta to Acquire NRF to Strengthen Power Solutions Portfolio for Chip Industry | https://www.eetasia.com/delta-to-acquire-nrf-to-strengthen-power-solutions-portfolio-for-chip-industry/ |
| 2025-11-10 | CevaとMicrochipが、エッジデバイスやデータセンターにおけるAIアクセラレーションで連携 | Ceva and Microchip Collaborate on AI Acceleration Across Edge Devices, Datacenters | https://www.eetasia.com/ceva-and-microchip-collaborate-on-ai-acceleration-across-edge-devices-datacenters/ |
| EETimes India | |||
| 2025-11-10 | インドのハードウェア設計の飛躍：デザインサービスからシステムへ | India’s Hardware Design Leap: From Design Services to Systems | https://www.eetindia.co.in/indias-hardware-design-leap-from-design-services-to-systems/ |
| ZDNET Korea | |||
| 2025-11-12 | ASML、火星キャンパス竣工…先端半導体技術協力強化 | ASML, 화성캠퍼스 준공…첨단 반도체 기술 협력 강화 | https://www.zdnet.co.kr/20251111154514” title=” |
| 2025-11-11 | [セキュリティリーダー] キム・ヒョンゴン イナーバス代表「ログ管理 公共市場ナンバーワン」 | [보안리더] 김형곤 이너버스 대표 “로그 관리 공공시장 1위” | https://www.zdnet.co.kr/20251111203159” title=” |
| 2025-11-11 | DJI、農業用ドローン T70P 発売 | DJI, 농업용 드론 T70P 출시 | https://www.zdnet.co.kr/20251111224555” title=” |
| 2025-11-11 | AIリテラシー、‘みんなの力’で…公共・民間が手を携えて教育革新に乗り出す | AI 리터러시, ‘모두의 역량’으로…공공·민간 손잡고 교육 혁신 나선다 | https://www.zdnet.co.kr/20251111140031” title=” |
| 2025-11-11 | 板材成形の不良もAIで解決…自動車等の品質管理自動化が可能に | 판재성형 불량도 AI로 해결…자동차 등 품질관리 자동화 가능 | https://www.zdnet.co.kr/20251111181155” title=” |
| 2025-11-11 | ファーウェイを追放しようとするEU…一部加盟国の懸念、中国政府の反発 | 화웨이 내쫓으려는 EU…일부 회원국 우려, 中정부 반발 | https://www.zdnet.co.kr/20251111180708” title=” |
| 2025-11-11 | アイジネット、持続可能な成長のためのデジタルインフラ構築を推進 | 아이지넷, 지속 가능한 성장 위한 디지털 인프라 구축 추진 | https://www.zdnet.co.kr/20251111175459” title=” |
| 2025-11-11 | OCIホールディングス「非中国産太陽光プレミアム、来年から本格化」 | OCI홀딩스 “비중국산 태양광 프리미엄, 내년부터 본격화” | https://www.zdnet.co.kr/20251111174825” title=” |
| 中央日報 | |||
| 2025-11-12 | [ノートパソコンを開きながら] ジェンセン・ファンとイ・ゴンヒ | [노트북을 열며] 젠슨 황과 이건희 | https://www.joongang.co.kr/article/25381363 |
| 2025-11-12 | 「国内企業、来年の輸出増加率は1%にも届かない」 | “국내 기업 내년 수출 증가율 1%도 못 미칠 것” | https://www.joongang.co.kr/article/25381338 |
| 2025-11-12 | 「AIのグローバルなボトルネック現象、韓国が技術的突破口を見出す」 | “AI 글로벌 병목 현상, 한국이 기술적 돌파구 찾을 것” | https://www.joongang.co.kr/article/25381332 |
| BAIDU | |||
| 昨天16:33 | 第22回中国国際半導体博覧会が間もなく開催される | 第二十二届中国国际半导体博览会即将举行 | https://baijiahao.baidu.com/s?id=1848482182927216812&wfr=spider&for=pc |
| 昨天15:30 | 芯徳半導体がIPOに挑戦、封止・テスト分野に注力し、3年半で13億元の赤字を出す | 芯徳半导体冲击IPO,专注于封测领域,三年半亏损13亿元 | https://baijiahao.baidu.com/s?id=1848478836128996973&wfr=spider&for=pc |
| 昨天18:36 | 鸿日达：特度科技および鸿科同创と共同で持株子会社を設立し、半導体封装事業を展開予定… | 鸿日达:拟与特度科技、鸿科同创共设控股子公司 开展半导体封装… | https://www.nbd.com.cn/articles/2025-11-11/4138736.html |
| 昨天17:28 | 深圳国資が賭け、巨風半導体が数億元の資金調達を完了 | 深圳国资押注,巨风半导体完成数亿元融资 | https://baijiahao.baidu.com/s?id=1848485784154550173&wfr=spider&for=pc |
| 昨天21:41 | 商務部大臣王文涛：安世半導体の問題はオランダ側の責任である | 商务部部长王文涛:安世半导体问题责任在于荷方 | https://baijiahao.baidu.com/s?id=1848501640438476368&wfr=spider&for=pc |
| 昨天18:40 | 鸿日达：持株子会社を設立し、半導体封装のリードフレーム事業を手がける予定 | 鸿日达:拟设控股子公司 经营半导体封装引线框架业务 | https://baijiahao.baidu.com/s?id=1848490250621704251&wfr=spider&for=pc |
| 昨天18:54 | 瑞能半導(873928)：安徽瑞納半導体科技有限公司への株式投資を検討中 | 瑞能半导(873928):拟对安徽瑞纳半导体科技有限公司进行股权投资 | http://www.nbd.com.cn/articles/2025-11-11/4138776.html |
| 昨天14:01 | 孛璞半導体、上海国和からAラウンドの投資を受ける | 孛璞半导体获上海国和投资A轮投资 | https://baijiahao.baidu.com/s?id=1848502864261858429&wfr=spider&for=pc |
| 昨天 | 強一半導体は『一本の針』でファーウェイの投資を獲得し、IPO前夜に『兄弟会社』が巨額赤字を負担 | 强一半导体凭“一根针”获华为投资 IPO前夜“兄弟公司”扛下巨亏 | http://news.cnfol.com/chanyejingji/20251111/31785922.shtml |
| 昨天16:23 | 香港株式市場の終値｜3大指数が一斉に上昇、半導体株と金株は下落 | 港股收盘|三大指数集体收涨 半导体和黄金股走弱 | https://baijiahao.baidu.com/s?id=1848481566952514553&wfr=spider&for=pc |
