Semiconductor News 20251122

TOC

Main News

  1. NVIDIA’s Strong Quarterly Results and the AI Bubble Deb ate NVIDIA’s recent quarterly results were strong and boosted the market, easing some AI bubble concerns. However, the AI bubble debate persists on Wall Street, with warnings issued about volatile investor sentiment and growing AI-related debt risk. In particular, the cycle of NVIDIA-generated funds being used to purchase NVIDIA chips again is a growing concern as the bubble expands, contributing to stock market volatility.
  2. 10-Year Ban on Purchasing Chinese Chip Manufacturing Equipment for U.S. CHIPS Act Recipients The U.S. government is taking steps to prohibit companies that receive subsidies under the CHIPS Act from purchasing chip manufacturing equipment made in China for 10 years. The tightened regulations are intended to ensure U.S. technological competitiveness and supply chain security. U.S. lawmakers are considering the possibility of enacting this 10-year ban into law, with some exceptions, to address national security concerns.
  3. Intel Dismisses Trade Secret Lawsuit Concerning Former TSMC Executives, but Investigation Continues in Taiwan Intel has dismissed a lawsuit concerning the improper acquisition of trade secrets allegedly involving former TSMC executives. Separately, however, the investigation into the matter by Taiwanese authorities continues, with Intel CEO Lip Boo Tan strongly denying allegations that the company obtained confidential TSMC information from the former executives, sparking debate within the industry regarding competition and technology protection among companies.
  4. Foxconn and OpenAI AI Hardware Alliance and Production Expansion Foxconn has formed an alliance with OpenAI and is rapidly expanding its AI hardware production. Through this partnership, Foxconn’s AI server rack production has reached a massive 1,000 server racks per week. In addition, Foxconn is pushing forward with the development of a US$1.4 billion NVIDIA GPU cluster, strengthening its position as a supplier of high-performance hardware for the AI era.
  5. Samsung Electronics to Maintain Co-CEO Structure in 2026 and Strengthen Strategy for the AI Era Samsung Electronics has decided to maintain its co-CEO structure (dual CEO structure) in its management restructuring in 2026. This is a measure to strengthen the leadership of Digital Transformation (DX) and Advanced Technology Institute (SAIT) for the AI era and to increase the speed of execution of business strategies. In addition, the appointment of a world-class scholar as the head of R&D demonstrates the company’s commitment to accelerating technological innovation.
  6. NVIDIA ‘s Shift to LPDDR Causes Supply Battle in AI and Mobile Sectors NVIDIA’s increasing use of LPDDR (Low-Power Double Data Rate) memory in its products for AI servers is causing a fierce battle between the AI sector and the mobile sector for LPDDR This shift to LPDDR is causing a fierce battle between the AI sector and the mobile sector for the supply of LPDDR. This shift to LPDDR is intended to enable AI chips to achieve higher performance and lower power consumption at the same time, which could impact production plans for 2026 and cause sustained strain on the entire memory supply chain.
  7. GlobalFoundries (GF) to Acquire AMF and Strengthen Silicon Photonics Business GlobalFoundries (GF) has announced plans to acquire Advanced Micro Fabrication (AMF), a specialized foundry in Singapore, to strengthen its silicon photonics business. With this strategy, GF aims to increase its annual silicon photonics revenue to US$1 billion. This technology is essential in data centers and high-speed optical communications in the age of AI, and GF aims to accelerate its leadership.
  8. With TSMC in its sights , Samsung sets wafer production target by 2026 Samsung expects to reach a production capacity of 21,000 wafers (advanced process) by 2026, putting TSMC in its sights in the foundry market. This is a specific strategic goal to increase competitiveness, especially in the advanced process area including 2nm technology, to increase orders from major customers such as Qualcomm, and to expand its share of the global foundry market.
  9. Japanese Government Adds 1 Trillion Yen to Total Support for Rap idus The Japanese government has decided to provide an additional 1 trillion yen as part of its policy of support for Rapidus, which aims to domestically produce next-generation semiconductors. This will bring the cumulative total of government support for Rapidus to 2.9 trillion yen. This massive investment represents a strong national strategy for Japan to regain its international semiconductor competitiveness and ensure its independence in strategic technology areas.
  10. China’s IC Design Boom to Reach US$100 Billion Milestone in 2025 China’s IC design industry continues to grow rapidly, and its market size is poised to reach the US$100 billion milestone in 2025. This boom is strongly supported by strong domestic demand in China and the government-led policy of domestic semiconductor production. This indicates that China has made strengthening its design capabilities in the semiconductor ecosystem a top priority.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Nov 21, 11:44Nvidia、LPDDRへのシフトでAIおよびモバイル分野で供給争奪戦を引き起こすNvidia shift to LPDDR triggers supply scramble across AI and mobile sectorshttps://www.digitimes.com/news/a20251121PD223/nvidia-mobile-ai-server-2026-production.html
Nov 21, 16:48米国、CHIPS法の受給者が中国製チップ製造装置を10年間購入することを禁止へUS moves to bar CHIPS Act recipients from purchasing Chinese chipmaking equipment for 10 yearshttps://www.digitimes.com/news/a20251121PD245/chips-act-subsidies-ic-manufacturing-equipment-security.html
Nov 21, 14:56Intel、台湾での捜査が続く中、元TSMC幹部に関する営業秘密訴訟を却下Intel dismisses trade-secret claims involving former TSMC executive as Taiwan probe continueshttps://www.digitimes.com/news/a20251121VL204/intel-tsmc-personnel-probe-taiwan.html
Nov 21, 12:23Nvidiaの好調な四半期決算が市場を持ち直させるも、AIバブルの疑問は残るNvidia’s strong quarter lifts markets, but the AI bubble question still lingershttps://www.digitimes.com/news/a20251121PD222/nvidia-jensen-huang-taiwan-earnings.html
Nov 21, 10:58Apple、iPhone 17の好調な販売に伴いA19チップの受注を拡大と報じられ、TSMCはそれに対応して生産を調整Apple reportedly boosts A19 chip orders amid strong iPhone 17 sales; TSMC adjusts production in responsehttps://www.digitimes.com/news/a20251121PD212/apple-iphone-sales-tsmc-production.html
Nov 21, 15:39台湾のファウンドリおよびテクノロジー製造は輸出急増の中、代替不可能な存在であるTaiwan foundry and tech manufacturing remains irreplaceable as exports surgehttps://www.digitimes.com/news/a20251121PD228/taiwan-moea-exports-manufacturing-2025.html
Nov 21, 15:37ホワイトハウス、GAIN AI法の阻止を目指し、NvidiaやAMDの輸出リスクを軽減White House seeks to block GAIN AI Act, easing Nvidia and AMD export riskshttps://www.digitimes.com/news/a20251121PD247/amd-nvidia-chips-chipmakers-cryptocurrency.html
Nov 21, 15:35TSMCを視野に、Samsungが2026年までに21,000枚のウェハーに達すると見られるTSMC in sight: Samsung seen hitting 21,000 wafers by 2026https://www.digitimes.com/news/a20251121PD240/samsung-2026-tsmc-2nm-qualcomm.html
Nov 21, 13:52オーディックス、希土類規制がVCM出荷に影響する中、AIテスト能力を拡大Audix expands AI testing capacity as rare earth controls hit VCM shipmentshttps://www.digitimes.com/news/a20251120PD223/audix-revenue-testing-capacity-manufacturing.html
Nov 21, 13:40Marvell、AIによる成長を背景にインドでの人材拡充を計画Marvell plans to expand India workforce amid AI-driven growthhttps://www.digitimes.com/news/a20251121VL203/marvell-workforce-growth-infrastructure-data.html
Nov 21, 13:30半導体ブームがCSPコンピュートの拡大とともに、WPGを2026年まで支えるSemiconductor boom sustains WPG through 2026 amid CSP compute buildouthttps://www.digitimes.com/news/a20251119PD239/wpg-2026-component-2025-demand.html
Nov 21, 12:45住友化学、台湾の半導体洗浄剤メーカーを買収予定Sumitomo Chemical to acquire Taiwanese semiconductor cleaning agent makerhttps://www.digitimes.com/news/a20251121PD211/sumitomo-chemical-acquisition-ic-manufacturing-taiwan.html
Nov 21, 12:43中国のIC設計ブーム、2025年に1000億米ドルの節目に向かうChina’s IC design surge heads for US$100bn milestone in 2025https://www.digitimes.com/news/a20251121PD227/china-ic-design-growth-demand-2025-semiconductors.html
Nov 21, 12:06Samsung Electronics、2026年の経営陣再編で共同CEO体制を維持Samsung Electronics maintains dual-CEO structure in 2026 executive reshufflehttps://www.digitimes.com/news/a20251121PD236/samsung-2026-mobile-technology-ceo.html
Nov 21, 12:06WinWay、2026年までにアリゾナにICテスト工場を建設WinWay to build IC test factory in Arizona by 2026https://www.digitimes.com/news/a20251121PD210/ic-2026-arizona-manufacturing-probe-card.html
Nov 21, 12:01Nvidiaが米国のパッケージング能力拡大を推進する中、ASEとSPILに注目が集まるASE and SPIL draw attention as Nvidia pushes for expanded US packaging capacityhttps://www.digitimes.com/news/a20251121PD214/nvidia-ase-packaging-spil-capacity.html
日経 Tech Foresight
2025-11-21TSMC熊本工場、巨大な水処理施設に初潜入 PFASにも言及https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC202LE0Q5A121C2000000
マイナビニュース テックプラス
2025-11-21分子素子実現へ迫る一歩 – 科学大が固体酸化物中で有機分子に配線を実現https://news.mynavi.jp/techplus/article/20251121-3698779/
2025-11-21TEL、熱処理・枚葉成膜装置の製造と物流を担う子会社の東北新拠点が竣工https://news.mynavi.jp/techplus/article/20251121-3698621/
2025-11-21AMD、宇宙向けSoCに熱性能向上の新パッケージ 最大15年飛行可能にhttps://news.mynavi.jp/techplus/article/20251121-3698450/
2025-11-21ST、フィジカルAI開発を加速させるマイコン用学習済みAIモデルライブラリを発表https://news.mynavi.jp/techplus/article/20251121-3697985/
2025-11-21GFがシリコンフォトニクス事業を強化、シンガポールの専業ファウンドリAMFを買収https://news.mynavi.jp/techplus/article/20251121-3697743/
2025-11-21SMICの2025年第3四半期の売上高は前年同期比9.7%増、中国政府の半導体国産化政策が追い風https://news.mynavi.jp/techplus/article/20251121-3697031/
2025-11-21ADEKAがEUV向けMOR用金属化合物のプラント新設を決定、投資額は32億円https://news.mynavi.jp/techplus/article/20251121-3696949/
2025-11-21ST、車載用電子ヒューズ保護機能搭載のハイサイド・スイッチ・コントローラを発表https://news.mynavi.jp/techplus/article/20251121-3696830/
2025-11-21FPGAがもたらすAI時代の革新、AlteraのCEOが示す成長ロードマップhttps://news.mynavi.jp/techplus/article/20251121-3694370/
TrendForce
2025-11-21インテルCEOリップ・ブー・タン氏、元TSMC幹部が企業秘密を持ち込んだとの疑惑を否定Intel CEO Lip-Bu Tan Denies Allegations That Former TSMC Exec Brought Trade Secrets Inhttps://www.trendforce.com/news/2025/11/21/news-intel-ceo-lip-bu-tan-denies-allegations-that-former-tsmc-exec-brought-trade-secrets-in/
2025-11-21インテルの二面戦略:18Aの歩留まりが月間7%上昇、14Aが定義段階に突入Intel’s Two-Front Push: 18A Yields Reportedly Rise 7% Monthly, 14A Enters Definition Stagehttps://www.trendforce.com/news/2025/11/21/news-intels-two-front-push-18a-yields-reportedly-rise-7-monthly-14a-enters-definition-stage/
2025-11-21フォックスコン、OpenAIとAIハードウェアで提携;生産量が週に1,000サーバーラックに達するFoxconn Teams Up With OpenAI on AI Hardware; Output Hits 1,000 Server Racks a Weekhttps://www.trendforce.com/news/2025/11/21/news-foxconn-teams-up-with-openai-on-ai-hardware-output-hits-1000-server-racks-a-week/
2025-11-21サムスン、二人CEO体制を復活し、AI時代に向けてDXとSAITのリーダーシップを強化Samsung Brings Back Dual-CEO System, Strengthens DX and SAIT Leadership for the AI Erahttps://www.trendforce.com/news/2025/11/21/news-samsung-brings-back-dual-ceo-system-strengthens-dx-and-sait-leadership-for-the-ai-era/
2025-11-21米議員、CHIPS法補助金での中国製チップツール購入を例外措置付きで10年禁止する可能性を検討US Lawmakers Could Eye 10-Year Ban on CHIPS Act Grants Buying Chinese Chip Tools, with Waivershttps://www.trendforce.com/news/2025/11/21/news-us-lawmakers-reportedly-eye-10-year-ban-on-chips-act-grants-buying-chinese-chip-tools-with-carve-outs/
Semiconductor Digest
4 hours agoVLSI専門家が業界主導のニューロモーフィック人材プール構築のためにInnatera社のスパイキングニューラルプロセッサーを選定VLSI EXPERT Selects Innatera Spiking Neural Processors to Build Industry-Led Neuromorphic Talent Poolhttps://www.semiconductor-digest.com/vlsi-expert-selects-innatera-spiking-neural-processors-to-build-industry-led-neuromorphic-talent-pool/
4 hours ago業界に強いシグナル:productronica 2025が前向きな業界動向を牽引Strong Signal for the Industry: productronica 2025 Drives Positive Industry Trendhttps://www.semiconductor-digest.com/strong-signal-for-the-industry-productronica-2025-drives-positive-industry-trend/
5 hours ago半導体スタートアップSophrosyne TechnologiesがBluehill.VCからシードラウンドで200万ドルを調達Semiconductor Startup Sophrosyne Technologies Raises $2M in Seed Round from Bluehill.VChttps://www.semiconductor-digest.com/semiconductor-startup-sophrosyne-technologies-raises-2m-in-seed-round-from-bluehill-vc/
5 hours agoLam Research、AI時代に向けた半導体業界のリーダーシップを加速するため、Silicon Forestへの投資を強化Lam Research Deepens Investment in Silicon Forest to Accelerate Semiconductor Industry Leadership in the AI Erahttps://www.semiconductor-digest.com/lam-research-deepens-investment-in-silicon-forest-to-accelerate-semiconductor-industry-leadership-in-the-ai-era/
22 hours ago密閉環境に電気信号を導入するにはどうすればよいか?How to Get Electrical Signals into a Hermetically Sealed Environment?https://www.semiconductor-digest.com/how-to-get-electrical-signals-into-a-hermetically-sealed-environment/
22 hours ago発見の10年:Heidelberg InstrumentsのMLA 150マスクレスアライナーが10周年を迎えるA Decade of Discovery: Heidelberg Instruments’ MLA 150 Maskless Aligner Turns 10https://www.semiconductor-digest.com/a-decade-of-discovery-heidelberg-instruments-mla-150-maskless-aligner-turns-10/
23 hours agoSEMI Europe、Owen Guyを学術界への影響賞受賞者として認定SEMI Europe Recognizes Owen Guy as the Academia Impact Award Recipienthttps://www.semiconductor-digest.com/semi-europe-recognizes-owen-guy-as-the-academia-impact-award-recipient/
23 hours agoSEMI Europe、先見性あるヨーロッパ型チップ法に向けた30の勧告を公表SEMI Europe Publishes 30 Recommendations for a Forward-Looking European Chips Acthttps://www.semiconductor-digest.com/semi-europe-publishes-30-recommendations-for-a-forward-looking-european-chips-act/
23 hours agoEuropean Chips Skills Academyが2025年のスキル戦略レポートを発表European Chips Skills Academy Publishes 2025 Skills Strategy Reporthttps://www.semiconductor-digest.com/european-chips-skills-academy-publishes-2025-skills-strategy-report/
24 hours agoEcolab、データセンター向け統合冷却プログラムを強化Ecolab Strengthens Integrated Cooling Program for Data Centershttps://www.semiconductor-digest.com/ecolab-strengthens-integrated-cooling-program-for-data-centers/
日本経済新聞
2025-11-22NYダウ493ドル高 利下げ期待支えも、AI不安拭えずNVIDIA1%安https://www.nikkei.com/article/DGXZQOFL2200L0S5A121C2000000/
2025-11-22米国株、ダウ大幅反発し493ドル高 12月の利下げ観測が押し上げhttps://www.nikkei.com/article/DGXZQOFL21DJA0R21C25A1000000/
2025-11-22トランプ政権、NVIDIA半導体「H200」の中国輸出許可を検討 米報道https://www.nikkei.com/article/DGXZQOGN21DQM0R21C25A1000000/
2025-11-22米国株15時、ダウ大幅反発 12月の利下げ観測が高まるhttps://www.nikkei.com/article/DGXZQOFL21DB40R21C25A1000000/
2025-11-2211月17〜21日 スタートアップ資金調達まとめ読みhttps://www.nikkei.com/article/DGXZQOUC21BRG0R21C25A1000000/
2025-11-22「鬼滅の刃」、世界で1000億円稼ぐ 日本アニメなぜ強いhttps://www.nikkei.com/article/DGXZQOUC18BCK0Y5A111C2000000/
2025-11-22中国、AIデータセンターも過剰投資か「稼働率30%」https://www.nikkei.com/article/DGXZQOFL20C9LTQ5A121C2000000/
2025-11-22米イーライ・リリー時価総額、一時1兆ドル 肥満症薬好調で製薬初https://www.nikkei.com/article/DGXZQOGN21DMH0R21C25A1000000/
2025-11-22ドイツ株21日 反落、防衛関連に売り 仏株は横ばい圏https://www.nikkei.com/article/DGXZQOFL21D5Z0R21C25A1000000/
2025-11-22政府のラピダス支援、1兆円上積み方針 累計2.9兆円にhttps://www.nikkei.com/article/DGXZQOUA218OG0R21C25A1000000/
ダイヤモンドオンライン
Nov 21 22:50【ノーベル物理学賞が証明】20世紀最大の天才アインシュタインが間違っていたこととは?https://diamond.jp/articles/-/377643
Nov 21 03:00日経平均5万円台でも「まだ安い」?プロ9人中7人が太鼓判を押す“上昇の理由”とは?https://diamond.jp/articles/-/377419
Nov 20 20:50エヌビディア売上高が過去最高、AIバブル懸念緩和 8-10月期https://diamond.jp/articles/-/377466
Nov 20 20:45米政治議論の混沌、強さか弱さか? 読者の回答https://diamond.jp/articles/-/377465
Nov 20 19:40中国経済は米中摩擦緩和で供給サイド主導の回復続くも、内需停滞とデフレ圧力が映す脆さhttps://diamond.jp/articles/-/377526
Nov 19 20:40エヌビディア決算と遅れた雇用統計、米経済の重要な手掛かりhttps://diamond.jp/articles/-/377472
Tom’s Hardware
2025-11-21 21:24ウォール街、投資家心理の不安定さで株価が下落する中、増大するAI債務リスクに警鐘Wall Street warns of rising AI debt risk as stocks slide on wobbly investor confidencehttps://www.tomshardware.com/tech-industry/wall-street-warns-of-rising-ai-debt-risk-as-stocks-slide-on-wobbly-investor-confidence-analysts-warn-of-systemic-risk-as-nvidia-share-price-creaks
2025-11-21 21:19AMDのLinuxカーネルパッチ、Instinct MI400シリーズGPUアクセラレーターの有効化を示唆AMD’s Linux kernel patches suggest enablement of Instinct MI400-series GPU acceleratorshttps://www.tomshardware.com/pc-components/gpus/amds-linux-kernel-patches-suggest-enablement-of-next-gen-instinct-mi400-series-ai-gpu-accelerators
2025-11-21 21:15報道によると、台湾が半導体輸出に対する300%の『厳しい』関税を回避する見通しTaiwan set to avoid ‘punishing’ 300% tariffs on semiconductor exports, says reporthttps://www.tomshardware.com/tech-industry/taiwan-set-to-avoid-punishing-300-percent-tariffs-on-semiconductor-exports-says-report-new-trade-deal-could-spur-usd400-billion-investment-commitment-from-island-nation
2025-11-21 21:00Microsoft、全Windowsゲーム用携帯機種にフルスクリーン体験を提供開始Microsoft opens Full Screen Experience to all Windows gaming handheldshttps://www.tomshardware.com/video-games/pc-gaming/microsoft-makes-full-screen-experience-available-to-all-windows-11-gaming-handhelds-highly-requested-feature-no-longer-exclusive-to-the-asus-rog-xbox-ally-x
2025-11-21 20:35Intel CEO、同社が元幹部からTSMCの機密情報を入手しているとの報道を否定Intel CEO rejects reports the company is obtaining TSMC secrets from former executivehttps://www.tomshardware.com/tech-industry/semiconductors/intel-ceo-rejects-reports-the-company-is-obtaining-tsmc-secrets-from-former-executive-taiwans-investigation-into-intels-controversial-recent-hire-continues
2025-11-21 20:30Nvidia GPUとHPEスーパーコンピュータを中国へ密輸したとして4人の米国人が起訴、最大200年の懲役に直面Four Americans charged with smuggling Nvidia GPUs and HPE supercomputers to China face up to 200 years in prisonhttps://www.tomshardware.com/pc-components/gpus/four-americans-charged-with-smuggling-nvidia-gpus-and-hpe-supercomputers-to-china-face-up-to-200-years-in-prison-usd3-89-million-worth-of-gear-smuggled-in-operation
TechPowerup
2025-11-21T22:32:59+00:002026年に『プリンス・オブ・ペルシャ ~時の砂』のリメイクが実現する兆しSigns Point to Prince of Persia: Sands of Time Remake in 2026https://www.techpowerup.com/343152/signs-point-to-prince-of-persia-sands-of-time-remake-in-2026
2025-11-21T21:29:30+00:00『アサシンクリード ブラックフラッグ』のリメイクが目前に迫るAssassin’s Creed Black Flag Remake Imminenthttps://www.techpowerup.com/343148/assassins-creed-black-flag-remake-imminent
2025-11-21T20:47:16+00:00マイクロソフト、パフォーマンス低下を解消するためにWindows 11のファイルエクスプローラーをプリロードMicrosoft Will Preload Windows 11 File Explorer to Fix Bad Performancehttps://www.techpowerup.com/343149/microsoft-will-preload-windows-11-file-explorer-to-fix-bad-performance
2025-11-21T17:17:25+00:00Dell、QualcommのディスクリートNPU搭載のPro Max 16 Plusノートパソコンを出荷Dell Ship Pro Max 16 Plus Laptops with Qualcomm’s Discrete NPUhttps://www.techpowerup.com/343143/dell-ship-pro-max-16-plus-laptops-with-qualcomms-discrete-npu
2025-11-21T16:38:45+00:00Seasonic、80 Plus Titanium認証の1,000WファンレスPSUを開発中Seasonic Developing 1,000 W Fanless PSU Rated 80 Plus Titaniumhttps://www.techpowerup.com/343141/seasonic-developing-1-000-w-fanless-psu-rated-80-plus-titanium
2025-11-21T16:38:33+00:00Nacon、Xboxコントローラー『Revolution X Unlimited』記念モデルを発売Nacon Launches Xbox Controller Revolution X Unlimited Anniversary Editionhttps://www.techpowerup.com/343142/nacon-launches-xbox-controller-revolution-x-unlimited-anniversary-edition
2025-11-21T16:25:09+00:00Foxconn、14億ドル規模のNVIDIA GPUクラスターを推進し、OpenAIとのハードウェアパートナーシップを強化Foxconn Advances $1.4B NVIDIA GPU Cluster, Deepens Hardware Partnership with OpenAIhttps://www.techpowerup.com/343139/foxconn-advances-usd-1-4b-nvidia-gpu-cluster-deepens-hardware-partnership-with-openai
2025-11-21T16:12:22+00:00AMD、『FidelityFX Super Resolution』を『FSR』という略称に改名AMD Rebrands “FidelityFX Super Resolution” to Its “FSR” Acronymhttps://www.techpowerup.com/343140/amd-rebrands-fidelityfx-super-resolution-to-its-fsr-acronym
EETimes Taiwan
2025-11-2110億ドルのシリコンフォトニクス収益を実現 GlobalFoundries、AMFを買収實現10億美元矽光子營收 GlobalFoundries收購AMFhttps://www.eettaiwan.com/20251121nt61-gf-targets-1-billion-silicon-photonics-revenue-with-amf-acquisition/
2025-11-21光に従い生きる:LIGの無電解めっき技術が次世代フレキシブルエレクトロニクスの発展を加速隨光而生:LIG無電鍍技術加速下一代軟性電子發展https://www.eettaiwan.com/20251121nt51-copper-on-demand-electroless-plating-on-laser-induced-graphene-for-flexible-hybrid-circuits/
2025-11-21AIが計算を革新 Arm、計算プラットフォームとエコシステムを継続的に強化AI正重塑運算 Arm持續強化運算平台與生態系https://www.eettaiwan.com/20251121nt11-arm-enhanced-computing-platform-and-ecosystem/
2025-11-21世界のOLEDモニター市場の構図が一新全球OLED監視器市場版圖改寫https://www.eettaiwan.com/20251121nt21-global-oled-monitor-market/
2025-11-20ヨーロッパの自動運転車への道:なぜ都市部の進展は遅れているのか?歐洲通往自駕駛車之路:為何城市進展落後?https://www.eettaiwan.com/20251120nt61-road-to-autonomous-vehicles-why-cities-are-lagging/
2025-11-20コンパイルは成功してもシステムが停止? 組み込みデバッグの隠れた危機編譯成功但系統失效? 嵌入式除錯隱藏危機https://www.eettaiwan.com/20251120ta51-when-compilers-pass-but-systems-fail-the-hidden-dangers-in-embedded-debugging/
2025-11-20接続、センシング、推論を強化 CevaがエッジAIエコシステムを構築強化連接、感知與推論 Ceva佈局邊緣AI生態系https://www.eettaiwan.com/20251120nt11-ceva-advances-edge-ai-ecosystem-with-connectivity-sensing-inference/
2025-11-202025年、スマートフォン用AP-SoCが51%先進プロセスのマイルストーンに到達2025年智慧型手機AP-SoC邁向51%先進製程里程碑https://www.eettaiwan.com/20251120nt21-2025-smartphone-ap-soc/
EETimes Asia
2025-11-20初心者から専門家へのソフトウェア定義ラジオガイドA Beginner-to-Expert Guide to Software Defined Radiohttps://www.eetasia.com/a-beginner-to-expert-guide-to-software-defined-radio/
2025-11-20供給の逼迫が先進メモリの価格上昇を促す見通しTightening Supply Expected to Fuel Advanced Memory Price Hikeshttps://www.eetasia.com/tightening-supply-expected-to-fuel-advanced-memory-price-hikes/
2025-11-20Wolfspeedの1200V SiCパワーモジュールが、電動モビリティ推進システムの新基準を実現Wolfspeed 1200V SiC Power Modules Enable New Standard for E-Mobility Propulsion Systemshttps://www.eetasia.com/wolfspeed-1200v-sic-power-modules-enable-new-standard-for-e-mobility-propulsion-systems/
2025-11-20Qualitas Semiconductorが、米国で4nm UCIeおよびPCIe Gen 6.0のIPライセンス契約を獲得Qualitas Semiconductor Bags 4nm UCIe, PCIe Gen 6.0 IP Licensing Agreement in the U.S.https://www.eetasia.com/qualitas-semiconductor-bags-4nm-ucie-pcie-gen-6-0-ip-licensing-agreement-in-the-u-s/
2025-11-20CXLコンソーシアムが最新仕様の発表で速度と帯域幅を強化CXL Consortium Ups Speed, Bandwidth in Latest Specs Releasehttps://www.eetasia.com/cxl-consortium-ups-speed-bandwidth-in-latest-specs-release/
2025-11-20GFはAMFの買収により、シリコンフォトニクス分野でのリーダーシップを加速するGF Accelerates Leadership in Silicon Photonics with AMF Acquisitionhttps://www.eetasia.com/gf-accelerates-leadership-in-silicon-photonics-with-amf-acquisition/
EETimes India
ZDNET Korea
2025-11-22[映像] 「工場長注目」…人のように手で道具を使うロボットが登場[영상] “공장장 주목”…사람처럼 손으로 도구 쓰는 로봇 나온다https://www.zdnet.co.kr/20251121161739%22%20title=%22
2025-11-22“前輪を持ち上げ後輪で走行”…自律バランス電動自転車に注目“앞바퀴 들고 뒷바퀴로 주행”…자율 균형 전기 자전거 주목https://www.zdnet.co.kr/20251121125850%22%20title=%22
2025-11-22来年発売が期待されるアップル製品5つ내년 출시 기대되는 애플 제품 5가지https://www.zdnet.co.kr/20251121151103%22%20title=%22
2025-11-21OTT『モア』サービス3周年…サムスンスマートTVアプリ公式対応OTT ‘모아’ 서비스 3주년…삼성 스마트TV 앱 공식 지원https://www.zdnet.co.kr/20251121211129%22%20title=%22
2025-11-21[AIは今] 『AIバブル論』にも自分の道を行く…ソフトバンク・オープンAI、投資拡大で勝負手[AI는 지금] ‘AI 거품론’에도 내 갈 길 간다…소프트뱅크·오픈AI, 투자 확대 ‘승부수’https://www.zdnet.co.kr/20251121174240%22%20title=%22
2025-11-21[現場] 施行を目前にしたAI基本法…対応戦略は『人の介入・ガバナンス』[현장] 시행 앞둔 AI 기본법…대응 전략은 ‘사람 개입·거버넌스’https://www.zdnet.co.kr/20251121173254%22%20title=%22
2025-11-21韓国電力、エネルギー分野の情報セキュリティ協力強化…サイバーセキュリティ合同訓練한전, 에너지 분야 정보보안 협력 강화…사이버보안 합동훈련https://www.zdnet.co.kr/20251121180734%22%20title=%22
2025-11-21オラクル、AI投資拡大で財務リスク増大…CDS価格3倍に『急騰』오라클, AI 투자 확대로 재무 위험↑…CDS 가격 3배 ‘껑충’https://www.zdnet.co.kr/20251121171150%22%20title=%22
2025-11-21350年の伝統を誇るパリ・オペラとの協業…ネイバーウェブトゥーン、オリジナルウェブトゥーンを公開350년 전통 파리 오페라와 협업…네이버웹툰, 오리지널 웹툰 공개https://www.zdnet.co.kr/20251121095700%22%20title=%22
2025-11-21ソン・ホチョル代表、デゾンビズオンのAIエージェントを通じた医療革新のビジョンを示す송호철 대표, 더존비즈온 AI 에이전트 통한 의료 혁신 비전 알린다https://www.zdnet.co.kr/20251121175217%22%20title=%22
2025-11-21個人情報保護委員会、ブロックチェーン応用サービスの事前実態調査を実施개보위, 블록체인 응용서비스 사전 실태점검 한다https://www.zdnet.co.kr/20251121172759%22%20title=%22
2025-11-21非対面診療の法制化に反対…個人健康情報を企業が提供する医療民営化政策비대면진료 법제화 반대…개인건강정보 기업 제공하는 의료민영화 정책https://www.zdnet.co.kr/20251121171359%22%20title=%22
中央日報
2025-11-22消えない AIバブル論…寝て起きたら株式市場が揺れる안 꺼지는 AI 거품론…자고나면 증시 요동https://www.joongang.co.kr/article/25384162
2025-11-22ジョンヨンヒョン・ノテムン『ツートップ』…R&D責任者には世界的学者パクホングン전영현·노태문 ‘투톱’…R&D 수장에 글로벌 석학 박홍근https://www.joongang.co.kr/article/25384160
2025-11-22「AI開発にも特別延長労働を認めるべき」“AI 개발도 특별 연장근로 허용을”https://www.joongang.co.kr/article/25384150
2025-11-21エヌビディア資金で再びエヌビディア製チップを購入…拡大するAIバブル論の実態엔비디아 돈으로 다시 엔비디아 칩 산다…커지는 AI거품론 실체https://www.joongang.co.kr/article/25384063
BAIDU
昨天16:19格科半導体は資本増強により70億元に達し、増加率は約56%格科半导体增资至70亿元,增幅约56%https://baijiahao.baidu.com/s?id=1849387420686134673&wfr=spider&for=pc
1小时前华安CES半導体チップ業界指数発起型Cファンドの純資産価値が3.98%下落华安CES半导体芯片行业指数发起C净值下跌3.98%https://baijiahao.baidu.com/s?id=1849439548647340526&wfr=spider&for=pc
昨天17:01内地の半導体材料技術系スタートアップ企業が香港を拠点に事業を展開する内地半导体材料科技初创企业以香港为总部拓展业务https://baijiahao.baidu.com/s?id=1849390053677726021&wfr=spider&for=pc
1小时前嘉実中証半導体指数強化型発起Cファンドの純資産価値が4.12%下落嘉实中证半导体指数增强发起式C净值下跌4.12%https://baijiahao.baidu.com/s?id=1849440094878472918&wfr=spider&for=pc
1小时前博時半導体テーマ混合型Cファンドの純資産価値が4.47%下落博时半导体主题混合C净值下跌4.47%https://baijiahao.baidu.com/s?id=1849439500997766541&wfr=spider&for=pc
3小时前A株上場の167社の半導体企業は、前三四半期で純利益合計が前年同期比で約40%増加したA股167家半导体公司前三季度净利合计同比增长近四成https://baijiahao.baidu.com/s?id=1849432964646155182&wfr=spider&for=pc
昨天19:43A株包装のリーディングカンパニー、华源控股が半導体業界に進出し、3億元で全額出資の子会社を設立するA股包装龙头华源控股跨界半导体 3亿设全资子公司https://baijiahao.baidu.com/s?id=1849400120732456928&wfr=spider&for=pc
昨天19:03半導体分野への異業種買収が失敗に終わる中、梦天家居は迅速に半導体投資チームと提携した半导体跨界并购折戟,梦天家居“闪电”傍上半导体投资天团https://baijiahao.baidu.com/s?id=1849397857354327221&wfr=spider&for=pc
昨天19:48中联发展控股 (00264)は、龙腾半導体の株主から全株式(最大100%)の買収を計画している中联发展控股(00264)拟向龙腾半导体股东收购其最多100%股权https://baijiahao.baidu.com/s?id=1849402386942700576&wfr=spider&for=pc
昨天23:22米国株で異変、半導体株が全体的に下落し、納微半導体(NVTS.US)は4%以上下落した美股异动|半导体股普跌 纳微半导体(NVTS.US)跌逾4%https://baijiahao.baidu.com/s?id=1849415536288607321&wfr=spider&for=pc
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