TOC
Main News
- TSMC Posts Record October Sales and Licenses GaN Technology to GF TSMC posted record sales for October 2025. In addition, the company has signed an agreement with GlobalFoundries (GF) to license its GaN (Gallium Nitride) technology. The agreement covers 650V and 80V GaN technology and is being analyzed as a move by TSMC to exit the field and help GF expand production in the US.
- SK Hynix Aims for Over 70% Profitability in General-Purpose DRAM Amid Tight Supply SK Hynix may achieve an operating margin of over 70% in the general-purpose DRAM (non-HBM) segment amid continued tight supply conditions in the market, according to reports. The company also aims to strengthen its HBM production capacity in 2025. Tight supply conditions and high pricing are contributing to the company’s record profitability.
- Surging Demand for AI Chips Drives Record Sales for Major IC Distributors Leading IC distributors WT Microelectronics and WPG (Dalian Daidai) have set a new record for sales in October 2025 as a result of significantly higher demand for AI chips. This record performance validates that the AI-related semiconductor ecosystem continues to show strong growth at the downstream distributor level as well.
- ASML Strengthens Ties with Samsung and SK Hynix with Opening of South Korean Campus ASML, a leading semiconductor equipment manufacturer, has officially opened a new campus in Hwaseong, South Korea. This initiative is aimed at deepening ASML’s relationship with key Korean customers Samsung and SK Hynix and strengthening cooperation in the area of advanced semiconductor technology.
- Samsung Retires Vice Chairman, Major Management Reshuffle, Forms 100-Year History Recording TF Samsung has executed a major management reshuffle following the retirement of its Vice Chairman. The company has also formed a task force to record its 100-year history, which is attracting attention as it may include a new vision and direction for “New Samsung” promoted by Chairman Lee Jae-yong.
- AMD Releases Next-Generation CPU Roadmap, Zen 7 Confirmed for the First Time AMD has released its latest CPU product roadmap, confirming plans for the previously undisclosed Zen 7 for the first time. This gives an overview of the next-generation lineup, including Zen 6, which is scheduled to arrive in 2026, and positions Zen 7 as a true technological leap forward in the future.
- Anthropic Plans Massive $50 Billion Investment in U.S. AI Infrastructure Leading AI company Anthropic has announced plans to make a massive investment in U.S. AI infrastructure totaling $50 billion. This investment will accelerate the development of the infrastructure necessary for the development and operation of AI technology and represents the intensifying competition in the U.S. in the field of AI.
- DRAM Spot Prices Exceed Module Prices, Signaling a Surge in the Memory Market The latest development in memory spot prices is that the spot price of DRAM chips is now exceeding the price of finished module products, suggesting that a further surge in market prices is imminent. Correspondingly, ChipMOS has returned to profitability due to the recovery in memory demand.
- AMD’s AI Chips Drive Data Center Revenues, Expected to Reach $100 Billion in 5 Years AMD’s AI chips are the primary driver of revenues in the data center sector, and are expected to expand at an impressive 60% compound annual growth rate (CAGR) over the next five years, reaching $100 billion in revenue. This forecast is based on the fact that AI is expected to become a key driver of AMD’s data center revenue. This forecast demonstrates that AI is at the core of AMD’s long-term growth strategy.
- China ‘s SMIC Limits Production Output as AI Chip Shortage Grows As the shortage of AI chips grows in China, Chinese foundry giant SMIC (Zhongcor International) is reportedly limiting its AI chip-related production output. This measure indicates that international restrictions on the supply of high-performance AI chips are straining China’s domestic manufacturing capacity.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Nov 12, 16:38 | SamsungとTSMCが8インチチップ生産を縮小したとの報道でDB HiTekが好調 | DB HiTek gains as Samsung and TSMC reportedly scale back 8-inch chip output | https://www.digitimes.com/news/a20251112VL203/samsung-tsmc-12-inch-market-demand.html |
| Nov 12, 15:06 | 供給逼迫の中、SKハイニックスが70％のDRAM利益率を目指す | SK Hynix targets 70% DRAM profit margin amid supply crunch | https://www.digitimes.com/news/a20251112PD242/dram-sk-hynix-hbm-2025-production.html |
| Nov 12, 11:11 | TSMCの米国進出が静かな二社のサプライヤーに実を結ぶ | TSMC’s US bet pays off for two quiet suppliers | https://www.digitimes.com/news/a20251112PD210/tsmc-arizona-chang-chun-investment-materials.html |
| Nov 12, 10:59 | CXMTとTeslaのチップ計画が韓国の半導体優位に挑戦 | CXMT and Tesla’s chip plans challenge South Korea’s semiconductor lead | https://www.digitimes.com/news/a20251112PD207/cxmt-tesla-semiconductor-industry-wafer-hbm.html |
| Nov 12, 08:48 | TSMC、次世代技術向けに工場転用する中で旧設備をVISへ譲渡 | TSMC offloads older tools to VIS as it repurposes fabs for next-gen tech | https://www.digitimes.com/news/a20251112PD201/tsmc-taiwan-fab-equipment-business.html |
| Nov 12, 16:48 | Samsung副会長の退任が大規模な経営陣刷新を引き起こす | Samsung vice chair exit triggers major leadership overhaul | https://www.digitimes.com/news/a20251112PD215/samsung-personnel-business.html |
| Nov 12, 16:27 | 半導体事業の急成長でGlobal PMXが2025年第3四半期に黒字転換 | Global PMX turns profit in 3Q25 as semiconductor business surges | https://www.digitimes.com/news/a20251111PD209/global-pmx-business-2025-revenue-plant.html |
| Nov 12, 15:22 | Samsung平沢P4、1コアDRAM生産に切り替え | Samsung Pyeongtaek P4 shifts to 1c DRAM production | https://www.digitimes.com/news/a20251111PD232/samsung-dram-production-investment-nvidia.html |
| Nov 12, 14:58 | 需要の高まりと製品ミックスの変化でAEMが再び黒字に転じる | AEM swings back to profit on strong demand and product mix shift | https://www.digitimes.com/news/a20251111PD226/fccl-flexible-pcb-demand-profit.html |
| Nov 12, 14:50 | AMD、最新製品ロードマップを公開し、Zen 7が初登場 | AMD’s latest product roadmap revealed, Zen 7 debuts | https://www.digitimes.com/news/a20251112PD237/amd-roadmap-gpu-cpu-launch.html |
| Nov 12, 12:01 | リャンユー・メタルズ、タングステンとコバルト価格の新高値で2025年第3四半期の利益が6倍に急上昇 | Lianyou Metals’ 3Q25 profit soars sixfold as tungsten and cobalt prices hit new highs | https://www.digitimes.com/news/a20251112PD229.html |
| Nov 12, 12:01 | WT MicroelectronicsとWPG、AIチップ需要の急増で10月の売上高が過去最高を記録 | WT Microelectronics and WPG post record October revenue on soaring AI chip demand | https://www.digitimes.com/news/a20251112PD233/ic-distributor-demand-wpg-wt-supreme-edom-technology-taiwan.html |
| Nov 12, 11:41 | 中国のチップ装置メーカーが2025年第3四半期にばらつく業績を示す中、Piotechが成長を牽引 | Piotech leads growth as Chinese chip equipment makers post mixed 3Q25 results | https://www.digitimes.com/news/a20251111VL204/equipment-growth-revenue-2025-sales.html |
| Nov 12, 11:17 | メモリ需要の回復でChipMOSが黒字に戻り、会長は2026年の大きな成長を見込む | ChipMOS returns to profit as memory demand rebounds; chairman sees strong 2026 ahead | https://www.digitimes.com/news/a20251112PD224/chipmos-memory-packaging-and-testing-profit-demand-2026.html |
| Nov 12, 11:06 | パワーマネジメントチップブームを背景に、DB HiTekが2025年第3四半期で力強い成長を遂げる | DB HiTek rides power management chip boom to strong 3Q25 growth | https://www.digitimes.com/news/a20251112PD211/db-hitek-revenue-demand-2025.html |
| Nov 12, 10:43 | ASML、SamsungとSKハイニックスとの関係強化を狙い韓国にキャンパスを開設 | ASML opens South Korea campus to deepen Samsung, SK Hynix ties | https://www.digitimes.com/news/a20251112PD221/asml-samsung-sk-hynix-ceo-investment.html |
| 日経 Tech Foresight | |||
| 2025-11-13 | メタレンズ設計 台湾新興、米国の車載赤外カメラに照準 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC125XI0S5A111C2000000 | |
| 2025-11-13 | 【特許】京都電機器、半導体エッチング精度を高める電源 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC115G40R11C25A1000000 | |
| 2025-11-13 | 東京科学大、低電圧でデータ保つSRAM 待機電力93%減 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC072CC0X01C25A1000000 | |
| 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 | |
| マイナビニュース テックプラス | |||
| 2025-11-12 | STMicroelectronics、次世代AIデータセンターの800V化に向けた電源ソリューションを発表 | https://news.mynavi.jp/techplus/article/20251112-3658064/ | |
| 2025-11-12 | 三菱ガス化学が半導体パッケージ用BT材の生産能力を倍増、タイ工場の能力増強が完了 | https://news.mynavi.jp/techplus/article/20251112-3657969/ | |
| 2025-11-12 | SK keyfoundry、2026年からのSiCパワー半導体ファウンドリサービスの提供を計画 | https://news.mynavi.jp/techplus/article/20251112-3657908/ | |
| 2025-11-12 | 田中貴金属、ロジウムを活用したプローブカード向けプローブピン材料を開発 | https://news.mynavi.jp/techplus/article/20251112-3657849/ | |
| 2025-11-12 | ルネサス、サーバ用DDR5メモリモジュール向け第6世代レジスタードクロックドライバを発売 | https://news.mynavi.jp/techplus/article/20251112-3657758/ | |
| 2025-11-12 | TSMCの2025年10月売上高が過去最高を更新、撤退のGaN技術をGFにライセンス | https://news.mynavi.jp/techplus/article/20251112-3657417/ | |
| 2025-11-12 | 交互制御方式採用のHブリッジ型昇降圧コンバータ、その理論/長所と帯域幅の最適化方法を解き明かす | https://news.mynavi.jp/techplus/article/20251112-3650311/ | |
| TrendForce | |||
| 2025-11-12 | 中国が広がるAIチップ不足に直面する中、SMICが生産出力を制限していると報じられる | SMIC Reportedly Rations Output as China Faces Widening AI Chip Crunch | https://www.trendforce.com/news/2025/11/12/news-smic-reportedly-rations-output-as-china-faces-widening-ai-chip-crunch/ |
| 2025-11-12 | 供給逼迫の中、SKハイニックスが汎用DRAMで70%以上の営業利益率を達成する可能性があると報じられる | SK hynix Reportedly Poised for Over 70% Operating Margin for General-Purpose DRAM amid Tight Supply | https://www.trendforce.com/news/2025/11/12/news-sk-hynix-reportedly-poised-for-over-70-operating-margin-for-general-purpose-dram-amid-tight-supply/ |
| 2025-11-12 | [インサイト] メモリスポット価格最新情報：DRAMチップのスポット価格がモジュールを上回り、急騰の兆しが見られる | [Insights] Memory Spot Price Update: DRAM Chip Spot Prices Surpass Modules, Signaling Imminent Surge | https://www.trendforce.com/news/2025/11/12/insights-memory-spot-price-update-dram-chip-prices-surpass-module-prices-signaling-imminent-surge/ |
| 2025-11-12 | ASML、新たなファソンキャンパスを公開し、サムスンおよびSKハイニックスとの連携を強化 | ASML Unveils New Hwaseong Campus, Deepening Ties with Samsung and SK hynix | https://www.trendforce.com/news/2025/11/12/news-asml-unveils-new-hwaseong-campus-deepening-ties-with-samsung-and-sk-hynix/ |
| 2025-11-12 | AMDのAIチップがデータセンターの収益を牽引、今後5年で60%のCAGRで拡大し、1000億ドルに達すると期待される | AMD’s AI Chips Power Data Center Revenue: $100B Expected in 5 Years with 60% CAGR | https://www.trendforce.com/news/2025/11/12/news-amds-ai-chips-power-data-center-revenue-100b-expected-in-5-years-with-60-cagr/ |
| Semiconductor Digest | |||
| 2 hours ago | タワー・セミコンダクターが新しいCPOファウンドリー技術を発表 | Tower Semiconductor Announces New CPO Foundry Technology | https://www.semiconductor-digest.com/tower-semiconductor-announces-new-cpo-foundry-technology/ |
| 2 hours ago | SKキー・ファウンドリーがSiCベースの複合パワー半導体技術の開発を加速 | SK keyfoundry Accelerates Development of SiC-Based Compound Power Semiconductor Technology | https://www.semiconductor-digest.com/sk-keyfoundry-accelerates-development-of-sic-based-compound-power-semiconductor-technology/ |
| 2 hours ago | グラフェンベースの太陽電池が温度センサーに電力を供給 | Graphene-Based Solar Cells Used to Power Temperature Sensors | https://www.semiconductor-digest.com/graphene-based-solar-cells-used-to-power-temperature-sensors/ |
| 8 hours ago | ガラス越しに見る：急速なTGVの発展が厳密な分析を要求する理由 | Through the Glass: Why the Rapid Development of TGV Demands Rigorous Analysis | https://www.semiconductor-digest.com/through-the-glass-why-the-rapid-development-of-tgv-demands-rigorous-analysis/ |
| 日本経済新聞 | |||
| 2025-11-13 | AI相場「バブルにあらず」 米ウェドブッシュのアイブス氏 | https://www.nikkei.com/article/DGXZQOFL05CJETV01C25A1000000/ | |
| 2025-11-13 | NY株ハイライト ダウ最高値も細る物色 政府再開でもデータ不足の懸念 | https://www.nikkei.com/article/DGXZQOFL12D5Y0S5A111C2000000/ | |
| 2025-11-13 | 米国株、ダウ続伸し326ドル高 連日の最高値更新で4万8000ドル台乗せ | https://www.nikkei.com/article/DGXZQOFL12DAT0S5A111C2000000/ | |
| 2025-11-13 | 米国株15時、ダウ続伸し最高値上回る 米政府再開の期待で | https://www.nikkei.com/article/DGXZQOFL12DAO0S5A111C2000000/ | |
| 2025-11-13 | 「ポケモンGO」生みの親が語るスマホの次 眼鏡型の可能性と課題 | https://www.nikkei.com/article/DGXZQOCD10B5H0Q5A111C2000000/ | |
| 2025-11-13 | 九州「半導体特区」、法人税減免や農地転用促進を要望へ 開発支援も | https://www.nikkei.com/article/DGXZQOJC048JR0U5A101C2000000/ | |
| 2025-11-13 | 「卒業生採用」制度導入は7割、即戦力に期待 日経調査 | https://www.nikkei.com/article/DGXZQOUC247EF0U5A021C2000000/ | |
| 2025-11-13 | 北海道の自然で体験型観光「見るだけ」脱却へ IRにも注目 | https://www.nikkei.com/article/DGXZQOFC213EJ0R21C25A0000000/ | |
| 2025-11-13 | ホンダ8割増･トヨタ高水準維持、半導体特許の公開件数 中国勢に勢い | https://www.nikkei.com/article/DGXZQOUC2832Y0Y5A021C2000000/ | |
| 2025-11-13 | 3分でわかるコンビニ・スーパー 生活支える基盤、商品企画やITも | https://www.nikkei.com/article/DGXZQOUC062NM0W5A101C2000000/ | |
| ダイヤモンドオンライン | |||
| Nov 12 21:45 | 高市「成長戦略」はアベノミクスの“欠陥”も継承、重要なのは民間投資補助より基礎研究開発支援 | https://diamond.jp/articles/-/376975 | |
| Nov 12 20:00 | 日本株と主要国株「高値更新の10月」支えた金融緩和と積極財政、強気相場の持続性と“死角” | https://diamond.jp/articles/-/376956 | |
| Nov 12 19:55 | NTTデータグループ佐々木社長が激白、NTTによる完全子会社化の最大の狙いは「巨大M＆A」だ！GAFAMには対抗せず？AI戦略の全貌も開陳《再配信》 | https://diamond.jp/articles/-/376285 | |
| Nov 12 19:50 | エヌビディアが直面する最大の問題、巨大化し過ぎて驚異的成長はもう無理？ | https://diamond.jp/articles/-/376949 | |
| 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 | |
| Tom’s Hardware | |||
| 2025-11-12 21:30 | Tiny386エミュレータが小型マイクロコントローラをフル機能のi386パソコンに変える | Tiny386 emulator turns tiny microcontroller into a full i386 PC | https://www.tomshardware.com/video-games/retro-gaming/tiny386-emulator-turns-an-esp-s3-microcontroller-into-a-full-i386-pc-tiny-virtual-machine-can-boot-windows-95-and-linux |
| 2025-11-12 21:00 | 京セラがレーザーを用いた水中無線通信技術を開発し、5.2 Gbpsの通信速度を実現 | Kyocera develops wireless underwater communications tech that uses lasers to hit 5.2 Gbps | https://www.tomshardware.com/tech-industry/kyocera-develops-wireless-underwater-optical-communications-technology-uses-lasers-to-achieve-5-2-gbps-at-short-distances |
| 2025-11-12 20:57 | 中国が、ハッキングによりワシントンが130億ドル相当のビットコインを盗んだと非難 | China accuses Washington of stealing $13 billion worth of Bitcoin in alleged hack | https://www.tomshardware.com/tech-industry/cryptocurrency/china-accuses-washington-of-stealing-usd13-billion-worth-of-bitcoin-in-alleged-hack-127-272-tokens-seized-from-prince-group-after-owner-chen-zhi-was-indicted-for-wire-fraud-and-money-laundering-u-s-alleges |
| 2025-11-12 20:00 | HDゲーミングのパイオニアの20周年を控え、限定版Xbox 360ローンチコンソールの初画像が公開 | First images of exclusive Xbox 360 launch console shared ahead of HD-gaming pioneer’s 20th anniversary | https://www.tomshardware.com/video-games/xbox/first-images-of-xbox-360-project-leaders-launch-console-shared-ahead-of-hd-gaming-pioneers-20th-anniversary-major-nelson-admits-he-has-never-powered-on-launch-team-05-console |
| 2025-11-12 19:00 | AMDの旧型BulldozerおよびPiledriverプラットフォームに、2025年に新たなオープンソースファームウェアが搭載される | AMD’s ancient Bulldozer and Piledriver platforms getting new open source firmwares in 2025 | https://www.tomshardware.com/pc-components/cpus/amds-ancient-bulldozer-and-piledriver-platforms-getting-open-source-firmwares-in-2025-latest-update-delivers-15-second-boot-up-times-with-256gb-memory-setups |
| 2025-11-12 06:58 | AMDが新たなCPUロードマップを発表し、Zen 6は2026年に登場、初めてZen 7が確認される | AMD reveals new CPU roadmap with Zen 6 slated for 2026, confirms Zen 7 for the first-time | https://www.tomshardware.com/pc-components/cpus/amd-reveals-new-roadmap-for-its-ryzen-cpus-teasing-zen-7-as-the-true-next-generation-leap-with-2nm-lineup-confirms-2026-release-for-zen-6-coming-with-expanded-ai-features |
| TechPowerup | |||
| 2025-11-12T21:02:09+00:00 | ASUSTORがDrivestor Gen 2 AS1202TおよびAS1204T エントリーレベルNASモデルを発表 | ASUSTOR Introduces Drivestor Gen 2 AS1202T and AS1204T Entry-Level NAS Models | https://www.techpowerup.com/342872/asustor-introduces-drivestor-gen-2-as1202t-and-as1204t-entry-level-nas-models |
| 2025-11-12T19:33:48+00:00 | BackboneがPro Xboxエディション モバイルコントローラーを発売 | Backbone Launches Pro Xbox Edition Mobile Controller | https://www.techpowerup.com/342871/backbone-launches-pro-xbox-edition-mobile-controller |
| 2025-11-12T19:14:19+00:00 | わずか10ドルでWindows 11 Proにアップグレード（定価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 |
| 2025-11-12T18:54:49+00:00 | Unreal Engine 5.7がリリース 新たな手続き型コンテンツ生成などの機能を搭載 | Unreal Engine 5.7 Released With New Procedural Content Generation and More Features | https://www.techpowerup.com/342868/unreal-engine-5-7-released-with-new-procedural-content-generation-and-more-features |
| 2025-11-12T18:41:25+00:00 | ValveがSteam Machine、Steam Frame、Steam Controllerを発表 | Valve Announces Steam Machine, Steam Frame, and Steam Controller | https://www.techpowerup.com/342866/valve-announces-steam-machine-steam-frame-and-steam-controller |
| 2025-11-12T18:33:22+00:00 | NVIDIA DLSSがAssetto Corsa Rally、Call of Duty: Black Ops 7、Anno 117: Pax Romanaなどに対応 | NVIDIA DLSS Comes To Assetto Corsa Rally, Call of Duty: Black Ops 7, Anno 117: Pax Romana, and More | https://www.techpowerup.com/342867/nvidia-dlss-comes-to-assetto-corsa-rally-call-of-duty-black-ops-7-anno-117-pax-romana-and-more |
| 2025-11-12T18:10:13+00:00 | ASUS、DRAMおよびNANDの供給不足が続けばPC価格が上昇する可能性を警告 | ASUS Warns PC Prices Could Rise if DRAM and NAND Shortages Persist | https://www.techpowerup.com/342864/asus-warns-pc-prices-could-rise-if-dram-and-nand-shortages-persist |
| 2025-11-12T18:04:41+00:00 | Tachyumが発表：2nm Prodigyユニバーサルプロセッサ、AIラック効率の向上を狙う | Tachyum Intros 2 nm Prodigy Universal Procesor Targeting Improved AI Rack Efficiency | https://www.techpowerup.com/342863/tachyum-intros-2-nm-prodigy-universal-procesor-targeting-improved-ai-rack-efficiency |
| 2025-11-12T17:53:16+00:00 | Panmnesiaが業界初のPCIe 6.0/CXL 3.2ファブリックスイッチのサンプルを発表 | Panmnesia Samples Industry’s First PCIe 6.0/CXL 3.2 Fabric Switch | https://www.techpowerup.com/342862/panmnesia-samples-industrys-first-pcie-6-0-cxl-3-2-fabric-switch |
| 2025-11-12T17:43:13+00:00 | KIOXIAがEXCERIA BASIC M.2 2280 PCIe Gen4 x4 SSDシリーズを発表 | KIOXIA Introduces EXCERIA BASIC M.2 2280 PCIe Gen4 x4 SSD Series | https://www.techpowerup.com/342861/kioxia-introduces-exceria-basic-m-2-2280-pcie-gen4-x4-ssd-series |
| 2025-11-12T17:38:42+00:00 | Lexarが2TB GOLDおよびSILVER CFexpress 4.0 Type Aカードを発売 | Lexar Launches 2 TB GOLD and SILVER CFexpress 4.0 Type A Cards | https://www.techpowerup.com/342859/lexar-launches-2-tb-gold-and-silver-cfexpress-4-0-type-a-cards |
| 2025-11-12T17:31:59+00:00 | NVIDIAが全てのMLPerf Training v5.1ベンチマークで1位に | NVIDIA Wins Every MLPerf Training v5.1 Benchmark | https://www.techpowerup.com/342860/nvidia-wins-every-mlperf-training-v5-1-benchmark |
| 2025-11-12T16:30:36+00:00 | NVIDIA GeForce RTX 5070 Ti、初めて定価以下に | NVIDIA GeForce RTX 5070 Ti Dips Below MSRP for the First Time | https://www.techpowerup.com/342857/nvidia-geforce-rtx-5070-ti-dips-below-msrp-for-the-first-time |
| 2025-11-12T16:02:26+00:00 | Anthropicが米国AIインフラに500億ドルを投資 | Anthropic Invests $50 Billion in American AI Infrastructure | https://www.techpowerup.com/342856/anthropic-invests-usd-50-billion-in-american-ai-infrastructure |
| EETimes Taiwan | |||
| 2025-11-12 | 超えるムーアの法則 AIとHPCが奏でる半導体新時代 | 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/ |
| 2025-11-12 | 電子軟水器DIY：硬水を改良する革新的な設計 | 電子軟水器DIY：改造硬水的創新設計 | https://www.eettaiwan.com/20251112ta51-electronic-water-softener-design-ideas-to-transform-hard-water/ |
| 2025-11-12 | ムーアの後半戦：3D ICとCPOで計算能力成長の新たな曲線を描く | 摩爾後半場 以3D IC與CPO打開算力成長新曲線 | https://www.eettaiwan.com/20251112nt11-charting-the-next-compute-growth-curve-with-3d-ic-and-cpo/ |
| 2025-11-12 | 2025年、世界のノートパソコンパネル出荷量は4%成長と予測される | 2025年全球筆電面板出貨量預計成長4% | https://www.eettaiwan.com/20251112nt21-2025-global-notebook-panel-shipments/ |
| 2025-11-11 | LPDDR6：性能、消費電力、安全性のバランス | 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 | GPUは限界か？ 専用推論アーキテクチャがAI計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レイアウトで半橋GaNドライバーの性能を向上させる方法 | 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% | 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/ |
| EETimes Asia | |||
| 2025-11-12 | 2025年第3四半期、世界のテレビ出荷台数が前年同期比5%減少 | Global TV Shipments Down 5% YoY in 3Q 2025 | https://www.eetasia.com/global-tv-shipments-down-5-yoy-in-3q-2025/ |
| 2025-11-12 | SolarEdgeとInfineonがAIデータセンター向け次世代SSTで協力 | SolarEdge and Infineon Collaborate on Next-Gen SST for AI Datacenters | https://www.eetasia.com/solaredge-and-infineon-collaborate-on-next-gen-sst-for-ai-datacenters/ |
| 2025-11-12 | サブミリメートルヒートパイプでチップ冷却を実現 | Sub-Millimeter Heat Pipe Targets Chip Cooling | https://www.eetasia.com/sub-millimeter-heat-pipe-targets-chip-cooling/ |
| 2025-11-11 | MEETの非接触式メーターが、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：強力な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%以上成長させる | 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のGaNフライバックコンバーターは、設計をシンプルにし、耳障りなノイズを抑制 | 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 SoCを統合し、マルチプロトコルの無線接続を実現 | 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、バッテリーの健康状態モニタリングを向上させる | NXP BMS Chipset Helps Improves Battery Health Monitoring | https://www.eetasia.com/nxp-bms-chipset-helps-improves-battery-health-monitoring/ |
| 2025-11-11 | Bluetoothチャネルサウンディングによる安全なレンジング：デジタルキーからIoTアプリケーションまでを実現 | 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/ |
| EETimes India | |||
| 2025-11-12 | NXP BMSチップセットがバッテリーの健康状態監視の向上に貢献 | NXP BMS Chipset Helps Improves Battery Health Monitoring | https://www.eetindia.co.in/nxp-bms-chipset-helps-improves-battery-health-monitoring/ |
| 2025-11-12 | Analog DevicesがCodeFusion Studio 2.0で組み込みAI開発を加速 | Analog Devices Accelerates Embedded AI Development with CodeFusion Studio 2.0 | https://www.eetindia.co.in/analog-devices-accelerates-embedded-ai-development-with-codefusion-studio-2-0/ |
| 2025-11-12 | Mouserの最新EITテックシリーズが先進エアモビリティの未来を探る | Mouser’s Latest EIT Tech Series Explores Future of Advanced Air Mobility | https://www.eetindia.co.in/mousers-latest-eit-tech-series-explores-future-of-advanced-air-mobility/ |
| 2025-11-12 | L&T SemiconductorとHon YoungがSiCウェーハ開発で協力 | L&T Semiconductor and Hon Young Collaborating on SiC Wafer Development | https://www.eetindia.co.in/lt-semiconductor-and-hon-young-collaborating-on-sic-wafer-development/ |
| ZDNET Korea | |||
| 2025-11-12 | セナテクノロジー、サービスロボット事業の本格始動 | 세나테크놀로지, 서비스 로봇 사업 출사표 | https://www.zdnet.co.kr/20251112232409%22%20title=%22 |
| 2025-11-12 | ハンイル電機、AKEDAとアフリカ進出で手を組む | 한일전기, AKEDA와 아프리카 진출 맞손 | https://www.zdnet.co.kr/20251112231406%22%20title=%22 |
| 2025-11-12 | 科学技術情報通信部と中小企業庁、中小企業・小規模事業者のオンライン輸出拡大で協力 | 과기정통부-중기부, 중기·소상공인 온라인 수출 확대 협력 | https://www.zdnet.co.kr/20251112212406%22%20title=%22 |
| 2025-11-12 | アメリカで始まったAIリクルーティング革命、韓国のHRが見逃してはならないサイン | 미국서 시작된 AI 리크루팅 혁명, 한국 HR이 놓치면 안 되는 신호들 | https://www.zdnet.co.kr/20251112195920%22%20title=%22 |
| 2025-11-12 | 官公庁10人分の業務を担うAI秘書時代到来…公共機関が直ちに取り組むべき6つの事項 | 공무원 10명 몫 하는 AI 비서 시대 온다…공공기관이 당장 해야 할 6가지 | https://www.zdnet.co.kr/20251112193111%22%20title=%22 |
| 2025-11-12 | 最大のホワイトハッカー育成機関、財政難…運営主体がKISAに変更 | 최대 화이트해커 육성 기관 재정난…운영 주체 KISA로 변경 | https://www.zdnet.co.kr/20251112191057%22%20title=%22 |
| 2025-11-12 | エーアイヴ、SK AIサミット2025で分散型GPUインフラを公開 | 에이아이브, SK AI 서밋 2025서 분산형 GPU 인프라 공개 | https://www.zdnet.co.kr/20251112182459%22%20title=%22 |
| 2025-11-12 | HSヒョソンインフォ、ヒタチ・バンタラ・インデックスエンジンズとAIを活用したサイバー耐性強化 | HS효성인포, 히타치 밴타라·인덱스 엔진스와 AI 기반 사이버 복원력 강화 | https://www.zdnet.co.kr/20251112181918%22%20title=%22 |
| 2025-11-12 | 『エージェンティックAI、連携の完成』…『2025 韓国ITサービス学会秋季学術大会』終了 | “에이전틱AI, 연결의 완성”…’2025 한국IT서비스학회 추계학술대회’ 성료 | https://www.zdnet.co.kr/20251112181812%22%20title=%22 |
| 中央日報 | |||
| 2025-11-13 | [独占] サムスン、100年史を記録するためのTFを結成… イ・ジェヨンによるニューサムスン・ビジョンが盛り込まれるのか | [단독] 삼성 100년사 기록할 TF 꾸렸다…이재용 뉴삼성 비전 담길까 | https://www.joongang.co.kr/article/25381727 |
| BAIDU | |||
| 昨天17:19 | 華芯半導体が戦略的資金調達を獲得、本ラウンドは丛蓉キャピタル等が投資 | 华芯半导体获战略融资 本轮由丛蓉资本等投资 | https://baijiahao.baidu.com/s?id=1848581636880176295&wfr=spider&for=pc |
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