TOC
Main News
- NVIDIA ‘s AI Server Manufacturing Model Change: Moving Away from ODM Dependence NVIDIA is changing its traditional ODM (original design and manufacturing) shipping model by adopting a new strategy of centralizing the AI server assembly process in conjunction with specific manufacturers. With this strategy, NVIDIA is transitioning to in-house server production, and the role of OEMs and ODM manufacturers is expected to become secondary. This move is intended to strengthen NVIDIA’s direct control over the supply chain in AI infrastructure.
- NAND Giants to Continue Production Cuts Despite Price Spikes, Considering 20-30% Price Increase in 2026 NAND flash memory giants will reportedly cut production in the second half of 2025, despite the steep price increases in the market. Samsung, in particular, is considering the possibility of raising NAND prices by 20% to 30% in 2026, indicating a severe supply crunch in the memory market and a prolonged trend of higher prices as a result.
- HBM4E to account for 40% of the market in 2027: Samsung and SK hy nix accelerate development HBM4E, the next generation of high-speed memory, is expected to reach approximately 40% of the HBM market share in 2027. The competition for next-generation memory in the AI and HPC (High Performance Computing) fields is intensifying.
- SMIC’s Production Capacity Reallocated to Huawei: China’s Semiconductor Shortage and Government Intervention Amid the growing shortage of semiconductor chips in China, the Beijing government has reportedly intervened, reallocating some of foundry giant SMIC’s production capacity to Huawei. This measure indicates China’s strategic move to become more self-sufficient in the semiconductor supply chain by prioritizing Huawei, which has difficulty procuring high-performance chips due to U.S. sanctions.
- Samsung Aims to Turn Around Foundry Division by 2027: Tesla Orders and U.S. Factory Expansion Key Samsung Electronics has set a goal of turning around its foundry (semiconductor contract manufacturing) division by 2027. A key factor in achieving this goal is the acquisition of orders from Tesla and plans to increase production capacity at its U.S. plant, and Samsung is making major investments to increase its competitiveness in the foundry business.
- Microsoft Accelerates AI Chip Development by Acquiring IP Licenses from OpenAI Microsoft is accelerating the development of its own AI chips by acquiring intellectual property (IP) licenses from key partner OpenAI. This strategy is intended to reduce dependence on external suppliers, such as NVIDIA, while securing a competitive advantage in the AI market and pushing forward the building of an autonomous AI infrastructure.
- Infineon Targets €1.5 Billion in AI Power Revenues in FY2026 on the Back of Rapidly Growing Data Center Demand Infineon announced today that it aims to achieve €1.5 billion in revenues from its AI power business in FY2026 by focusing on power management solutions for rapidly growing data centers, especially AI servers. Infineon announced that it aims to achieve revenue of 1.5 billion euros from its AI Power business in FY2026, focusing on power management solutions for rapidly growing data centers, especially AI servers. The company sees growth in the semiconductor market, driven by AI demand, as a key revenue opportunity, despite currency headwinds.
- Baidu Announces “Kunlun” AI Chip Roadmap: M100 and M300 Coming in 2026-2027 Chinese search giant Baidu has released a roadmap for its Kunlun series of in-house developed AI chips. This includes the M100 and M300 AI processors due to arrive in 2026 and 2027, demonstrating China’s strong commitment to domestic production and self-sufficiency in AI technology.
- GlobalFoundries Raises Q4 2025 Outlook on Solid Automotive and Data Center Demand GlobalFoundries (GF), a foundry company, has raised its fourth quarter 2025 The company has upwardly revised its outlook for the fourth quarter of 2025 due to strong demand for automotive and data center semiconductors. This confirms the steady growth in demand for GF’s focus on “essential technologies” in sectors outside the AI boom.
- Dutch Delegation to Visit China to Discuss Issues Over Ansei Semiconductor After the Chinese Ministry of Commerce urged the Dutch side to offer a substantial solution to the issue of Ansei Semiconductor (Nexperia), a Dutch government delegation will reportedly visit China early next week to discuss a solution to this issue. The Chinese side has expressed its willingness to show good faith to the Netherlands, and attention is focused on the future of the geopolitical semiconductor trade issue.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Nov 13, 06:43 | インドのKaynes Semiconがパワーから先進パッケージングまでのOSATロードマップを示す | India’s Kaynes Semicon outlines OSAT roadmap from power to advanced packaging | https://www.digitimes.com/news/a20251111VL208/packaging-semicon-roadmap-osat-optics.html |
| Nov 13, 17:03 | サムスン、テスラの注文と米国工場の増強により、2027年までにファウンドリ部門を黒字化へ | Samsung aims to make foundry unit profitable by 2027, banking on Tesla orders and US fab ramp-up | https://www.digitimes.com/news/a20251112PD219/samsung-semiconductor-foundry-business-tesla-fab-2027.html |
| Nov 13, 15:38 | 北京が介入か？中国の半導体不足悪化を受けSMICの生産能力がHuaweiに再配分される | Beijing steps in? SMIC capacity reallocated to Huawei as China’s chip shortage worsens | https://www.digitimes.com/news/a20251113PD242/chips-beijing-huawei-smic-capacity.html |
| Nov 13, 10:44 | TSMCとインテルがAI主導のエコシステムを拡大する中、アリゾナが新たな米国のチップ拠点として台頭 | Arizona emerges as a new US chip hub as TSMC and Intel expand AI-driven ecosystem | https://www.digitimes.com/news/a20251113PD213/tsmc-intel-arizona-semiconductors-fab.html |
| Nov 13, 08:53 | イーロン・マスクの秘密の工場計画：新米国チップ工場は2026年の立ち上げを目指す | Elon Musk’s secret fab plan: new US chip plant targets 2026 ramp | https://www.digitimes.com/news/a20251113PD202/elon-musk-production-wafer-tesla-spacex.html |
| Nov 13, 16:57 | 台湾の材料供給業者、AIと半導体ブームを背景に記録的な収益を達成 | Taiwan’s materials suppliers ride AI and semiconductor boom into record revenue | https://www.digitimes.com/news/a20251111PD218/taiwan-materials-demand-niching-wahlee-topco-cwe.html |
| Nov 13, 16:36 | Hiwin、半導体とロボティクスを牽引とした2026年の成長を見込む | Hiwin eyes 2026 growth driven by semiconductor and robotics | https://www.digitimes.com/news/a20251112PD234/robotics-growth-2026-component-demand.html |
| Nov 13, 16:00 | WPG、グローバル拡大と物流リーダーシップを加速するために再編を実施 | WPG restructures to accelerate global expansion and lead in logistics | https://www.digitimes.com/news/a20251113PD241/wpg-logistics-wpi-business-subsidiary.html |
| Nov 13, 14:49 | マイクロソフト、OpenAIの知的財産ライセンス取得でAIチップ開発を加速 | Microsoft speeds up AI chip development with OpenAI IP licensing | https://www.digitimes.com/news/a20251113PD240/microsoft-openai-licensing-ai-chip-development.html |
| Nov 13, 11:55 | GlobalFoundries、堅調な自動車およびデータセンター需要を背景に2025年第4四半期の見通しを引き上げ | GlobalFoundries raises 4Q25 outlook on strong auto, data center demand | https://www.digitimes.com/news/a20251113PD232/globalfoundries-data-center-demand-revenue-growth.html |
| Nov 13, 11:25 | Rebellions、シリコンバレーでの採用を通じて米国での展開を拡大し、北米法人を設立 | Rebellions expands US presence with Silicon Valley hires, launches North America entity | https://www.digitimes.com/news/a20251113VL208/silicon-valley-ai-chip-startup-expansion-business.html |
| Nov 13, 11:17 | Infineon、急増するデータセンター需要を背景にAIパワー成長に注力し、2026年度に15億ユーロの収益を目標 | Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand | https://www.digitimes.com/news/a20251113VL202/infineon-ai-server-data-center-revenue-growth-2026.html |
| Nov 13, 11:15 | Infineon、通貨逆風の中で2026年度の中程度の成長を予測 | Infineon forecasts moderate growth for fiscal 2026 amid currency headwinds | https://www.digitimes.com/news/a20251113VL201/growth-2026-infineon-recovery-demand.html |
| Nov 13, 10:52 | テスラ、韓国との提携を模索しバッテリー生産計画を推進 | Tesla seeks South Korea partnerships to launch battery production plan | https://www.digitimes.com/news/a20251113PD217/tesla-production-materials-vertical-integration-copper-foil.html |
| Nov 13, 10:45 | Tanaka、半導体検査用のロジウムプローブピン材料を開発 | Tanaka develops rhodium probe pin material for semiconductor testing | https://www.digitimes.com/news/a20251113VL207/testing-probe-industrial-supplier-inspection.html |
| Nov 13, 10:26 | Nvidia、特定メーカーと協力してAIサーバー組み立てを中央集約し、ODM出荷モデルを変更 | Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model | https://www.digitimes.com/news/a20251113PD201/nvidia-ai-server-odm-foxconn-production.html |
| 日経 Tech Foresight | |||
| 2025-11-14 | 世界半導体売上高、25年9月 台湾好調で700億ドル肉薄 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC131QT0T11C25A1000000 | |
| 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 | |
| マイナビニュース テックプラス | |||
| 2025-11-14 | IEDM 2025プレビュー 第1回 メインテーマは「FET誕生100周年:デバイス・イノべーションの未来を築く」 | https://news.mynavi.jp/techplus/article/iedm2025-1/ | |
| 2025-11-13 | オンチップモニタリング技術を提供するproteanTecsが日本オフィスを開設、世界で7拠点目 | https://news.mynavi.jp/techplus/article/20251113-3662379/ | |
| 2025-11-13 | SWCC、半導体検査用コンタクトプローブと車載ヒータ線事業をグループ会社のTOTOKUに移管・集約 | https://news.mynavi.jp/techplus/article/20251113-3662335/ | |
| 2025-11-13 | 信越化学の300mm GaNウェハベースのHEMTデバイスが650V耐圧を達成、imecが確認 | https://news.mynavi.jp/techplus/article/20251113-3662281/ | |
| 2025-11-13 | ST、IIoTでのエッジAIを手軽に実現する低g/高g/ジャイロの3 in 1モーションセンサを発表 | https://news.mynavi.jp/techplus/article/20251113-3662143/ | |
| 2025-11-13 | Microchip、自動車のゾーンアーキテクチャ向け10BASE-T1Sエンドポイントを発表 | https://news.mynavi.jp/techplus/article/20251113-3662059/ | |
| 2025-11-13 | Tower、シリコンフォトニクスやEICを融合できるCPOファウンドリ技術を発表 | https://news.mynavi.jp/techplus/article/20251113-3662017/ | |
| 2025-11-13 | 日本市場は重要市場、onsemiが目指す車載イメージセンサの未来の姿 | https://news.mynavi.jp/techplus/article/20251113-3658621/ | |
| TrendForce | |||
| 2025-11-13 | キオクシア、前年同期比62％減の四半期利益だが、記録的な2025年度第3四半期売上予測で底打ちを示す | Kioxia Quarterly Profit Tumbles 62% YoY, But Signals Bottom with Record 3QFY25 Sales Forecast | https://www.trendforce.com/news/2025/11/13/news-kioxia-quarterly-profit-tumbles-62-yoy-but-signals-bottom-with-record-3qfy25-sales-forecast/ |
| 2025-11-13 | HBM4Eが2027年市場の40％に達すると見られ、サムスンとSK hynixは2026年上半期の完了を目指すと報じられる | HBM4E Seen Hitting 40% of 2027 Market; Samsung, SK hynix Reportedly Aim for 1H26 Completion | https://www.trendforce.com/news/2025/11/13/news-hbm4e-seen-hitting-40-of-2027-market-samsung-sk-hynix-reportedly-aim-for-1h26-completion/ |
| 2025-11-13 | バイドゥ、昆侖ロードマップを発表し、M100およびM300のAIチップが2026～2027年に登場 | Baidu Rolls Out Kunlun Roadmap, M100 & M300 AI Chips Arrive 2026–2027 | https://www.trendforce.com/news/2025/11/13/news-baidu-rolls-out-kunlun-roadmap-m100-m300-ai-chips-arrive-2026-2027/ |
| 2025-11-13 | シノプシス、350億ドル規模のAnsys買収後、従業員を10％削減すると報じられる | Synopsys Reportedly to Slash 10% of Workforce After $35 Billion Ansys Acquisition | https://www.trendforce.com/news/2025/11/13/news-synopsys-reportedly-to-slash-10-of-workforce-after-35-billion-ansys-acquisition/ |
| 2025-11-13 | NAND大手、価格急騰を受け2025年下半期に生産量削減と報じられ、サムスンは2026年に20～30％の値上げを検討 | NAND Giants Reportedly Cut Output in 2H25 as Prices Surge; Samsung Mulls 20–30% Hike in 2026 | https://www.trendforce.com/news/2025/11/13/news-nand-giants-reportedly-cut-output-in-2h25-as-prices-surge-samsung-mulls-20-30-hike-in-2026/ |
| Semiconductor Digest | |||
| 48 minutes ago | 2026 IEEE/JSAP VLSI技術・回路シンポジウム、ワークショップ投稿募集を発表 | The 2026 IEEE/JSAP Symposium on VLSI Technology & Circuits Announces Call for Workshop Submissions | https://www.semiconductor-digest.com/the-2026-ieee-jsap-symposium-on-vlsi-technology-circuits-announces-call-for-workshop-submissions/ |
| 51 minutes ago | IonQ、AMD、Qualcomm VenturesがClassiqの戦略的増資ラウンドに参加 | IonQ, AMD and Qualcomm Ventures Join Classiq Strategic Up-Round | https://www.semiconductor-digest.com/ionq-amd-and-qualcomm-ventures-join-classiq-strategic-up-round/ |
| 2 hours ago | Micron、自動車向けUFS 4.1を出荷―高速、安全、信頼性でインテリジェントモビリティを実現 | Micron Ships Automotive UFS 4.1, Designed to Unlock Intelligent Mobility With Speed, Safety and Reliability | https://www.semiconductor-digest.com/micron-ships-automotive-ufs-4-1-designed-to-unlock-intelligent-mobility-with-speed-safety-and-reliability/ |
| 3 hours ago | 3D-Micromac、次世代レーザー試料調製プラットフォームを発表 | 3D-Micromac Introduces Next-Generation Laser Sample Preparation Platform | https://www.semiconductor-digest.com/3d-micromac-introduces-next-generation-laser-sample-preparation-platform-for-whole-semiconductor-wafer-and-system-level-failure-analysis/ |
| 3 hours ago | フォトリソグラフィ材料市場の成長 | Photolithography Materials Market Growth | https://www.semiconductor-digest.com/photolithography-materials-market-growth/ |
| 日本経済新聞 | |||
| 2025-11-14 | 米国株、ダウ反落し797ドル安 AI銘柄に売り ナスダックは2%安 | https://www.nikkei.com/article/DGXZQOFL13D9Z0T11C25A1000000/ | |
| 2025-11-14 | 長距離Wi-Fi普及へ村田製など部品量産 建機の遠隔管理や害獣監視 | https://www.nikkei.com/article/DGXZQOUF24BLG0U5A720C2000000/ | |
| 2025-11-14 | 半導体装置に「スーパーサイクル」論 AI需要で世界大手が強気見通し | https://www.nikkei.com/article/DGXZQOUC122NR0S5A111C2000000/ | |
| 2025-11-14 | SMCが一転2%減益に下方修正 26年3月期、日本や北米軟調で | https://www.nikkei.com/article/DGXZQOUB12BWW0S5A111C2000000/ | |
| 2025-11-14 | 世界の半導体販売額、9月は25%増 AI関連の需要強く | https://www.nikkei.com/article/DGXZQOUB05BNG0V01C25A1000000/ | |
| 2025-11-14 | 荏原、25年12月期純利益を上方修正 半導体関連が好調 | https://www.nikkei.com/article/DGXZQOUB136120T11C25A1000000/ | |
| 2025-11-14 | 日本株、海外勢が6週ぶりに売り越し 11月第1週 | https://www.nikkei.com/article/DGXZQOUB1360Q0T11C25A1000000/ | |
| 2025-11-14 | レゾナックの1〜9月純利益91%減 構造改革で減損、黒鉛電極低調 | https://www.nikkei.com/article/DGXZQOUB135QS0T11C25A1000000/ | |
| 2025-11-14 | 政府、26年夏までに地域金融強化へ戦略策定 経済対策の全容判明 | https://www.nikkei.com/article/DGXZQOUA132ST0T11C25A1000000/ | |
| 2025-11-14 | DICの1〜9月純利益2倍 値上げ奏功、株式売却益も | https://www.nikkei.com/article/DGXZQOUB132IL0T11C25A1000000/ | |
| ダイヤモンドオンライン | |||
| Nov 13 20:45 | AIブーム、危うさ増す市場心理 | https://diamond.jp/articles/-/377046 | |
| Nov 13 20:05 | 高市政権“強い経済”と実質賃金引き上げ実現の鍵、「危機管理投資」で企業行動を変えられるか | https://diamond.jp/articles/-/377021 | |
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| 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 | |
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| Tom’s Hardware | |||
| 2025-11-13 21:30 | ソニーが240Hz対応のPlayStation用ゲーミングモニターを発表 | Sony announces 240 Hz PlayStation gaming monitor | https://www.tomshardware.com/monitors/gaming-monitors/sony-announces-240-hz-playstation-gaming-monitor-qhd-monitor-features-built-in-dualsense-charging-hook-and-vrr-support-for-ps5 |
| 2025-11-13 21:00 | トップマイクロソフト幹部が、Windowsが「自律型OS」に進化すると自慢し、AIを巡る激しい反発を引き起こす | Top Microsoft exec’s boast about Windows ‘evolving into an agentic OS’ provokes furious backlash over AI | https://www.tomshardware.com/software/windows/top-microsoft-execs-boast-about-windows-evolving-into-an-agentic-os-provokes-furious-backlash |
| TechPowerup | |||
| 2025-11-13T19:09:06+00:00 | Baidu、M100 と M300 AIプロセッサを発表 | Baidu Announces M100 and M300 AI Processors | https://www.techpowerup.com/342896/baidu-announces-m100-and-m300-ai-processors |
| 2025-11-13T18:48:56+00:00 | SCUF Gaming、Oracle Red Bull Sim Racingとのコラボで最新のプロコントローラーを発表 | SCUF Gaming Unveils Latest Pro Controller in Oracle Red Bull Sim Racing Collaboration | https://www.techpowerup.com/342895/scuf-gaming-unveils-latest-pro-controller-in-oracle-red-bull-sim-racing-collaboration |
| 2025-11-13T18:46:43+00:00 | Windows 11 Pro をわずか10ドルでアップグレード（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 |
| 2025-11-13T18:44:29+00:00 | Micron、自動車向けUFS 4.1（G9 NAND搭載）を出荷開始 | Micron Ships Automotive UFS 4.1 Based on G9 NAND | https://www.techpowerup.com/342894/micron-ships-automotive-ufs-4-1-based-on-g9-nand |
| 2025-11-13T18:27:41+00:00 | AMD、最新のソフトウェア Adrenalin Edition 25.11.1 WHQL ドライバーをリリース | AMD Releases New Software Adrenalin Edition 25.11.1 WHQL Drivers | https://www.techpowerup.com/342893/amd-releases-new-software-adrenalin-edition-25-11-1-whql-drivers |
| 2025-11-13T18:17:44+00:00 | NVIDIA、OEMの役割を二次的なものとし社内サーバー生産へ移行 | NVIDIA Moves to In-House Server Production, Leaving OEMs with a Secondary Role | https://www.techpowerup.com/342892/nvidia-moves-to-in-house-server-production-leaving-oems-with-a-secondary-role |
| 2025-11-13T18:07:52+00:00 | Intel Arc GPU グラフィックスドライバー 101.8250 Beta をリリース | Intel Arc GPU Graphics Drivers 101.8250 Beta Released | https://www.techpowerup.com/342891/intel-arc-gpu-graphics-drivers-101-8250-beta-released |
| 2025-11-13T17:57:46+00:00 | NVIDIA GeForce NOW、Black Ops 7、Anno 117: Pax Romana、Assetto Corsa Rally 他複数のゲームを追加 | NVIDIA GeForce NOW Gets Black Ops 7, Anno 117: Pax Romana, Assetto Corsa Rally, and More Games | https://www.techpowerup.com/342890/nvidia-geforce-now-gets-black-ops-7-anno-117-pax-romana-assetto-corsa-rally-and-more-games |
| 2025-11-13T16:23:52+00:00 | HPE、次世代Crayスーパーコンピューティングポートフォリオの最新追加製品を発表 | HPE Unveils Newest Additions to Its Next-Generation Cray Supercomputing Portfolio | https://www.techpowerup.com/342888/hpe-unveils-newest-additions-to-its-next-generation-cray-supercomputing-portfolio |
| 2025-11-13T15:54:13+00:00 | Lian Li、プラチナ認定のSX PSUシリーズを発表 | Lian Li Announces the Platinum Certified SX PSU Series | https://www.techpowerup.com/342887/lian-li-announces-the-platinum-certified-sx-psu-series |
| 2025-11-13T15:35:27+00:00 | Thermaltake、View 390 TG ミッドタワーチェイシスを発表 | Thermaltake Intros View 390 TG Mid-Tower Chassis | https://www.techpowerup.com/342886/thermaltake-intros-view-390-tg-mid-tower-chassis |
| EETimes Taiwan | |||
| 2025-11-13 | ラックスケールコンピューティングの台頭 専用接続技術が推進する AI Infrastructure 2.0 | 機架級運算崛起 專用連接技術推動AI Infrastructure 2.0 | https://www.eettaiwan.com/20251113nt11-rack-scale-computing-powers-ai-infrastructure-2-0/ |
| 2025-11-13 | GPUの調達とASICの研究開発推進 2026年のCSP設備投資は再び新高値を記録 | GPU採購與ASIC研發推助 2026年CSP資本支出續創新高 | https://www.eettaiwan.com/20251113nt21-2026-csp-capital-expenditure/ |
| 2025-11-13 | Rustで守る組み込みシステムのメモリ安全性 | 以Rust守護嵌入式系統的記憶體安全 | https://www.eettaiwan.com/20251113ta51-leveraging-rust-for-memory-safety-in-embedded-system-development/ |
| 2025-11-13 | ムーアの法則を超えて：新たな計算時代に備えた素材の再考が必要 | 超越摩爾定律：需重新思考新運算時代的材料 | https://www.eettaiwan.com/20251113nt31-beyond-moore-s-law-we-need-to-rethink-materials-for-the-new-computing-era/ |
| 2025-11-12 | ムーアの法則を超えて AIとHPCが紡ぐ半導体の新章 | 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/ |
| 2025-11-12 | 電子水軟化装置のDIY：硬水を変える革新的な設計 | 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で切り拓く新たな算力成長曲線 | 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%増加すると予測される | 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/ |
| EETimes Asia | |||
| 2025-11-13 | MetalenzとUMC、Polar IDの量産を開始 | Metalenz and UMC Commence Volume Production of Polar ID | https://www.eetasia.com/metalenz-and-umc-commence-volume-production-of-polar-id/ |
| 2025-11-13 | SK Keyfoundry、SiC技術強化のためSK Powertechを買収 | SK keyfoundry Acquires SK powertech to Strengthen SiC Technology Capabilities | https://www.eetasia.com/sk-keyfoundry-acquires-sk-powertech-to-strengthen-sic-technology-capabilities/ |
| 2025-11-13 | UL Solutions、日本に電動モーターエネルギー効率ラボを開設 | UL Solutions Opens Electric Motor Energy Efficiency Lab in Japan | https://www.eetasia.com/ul-solutions-opens-electric-motor-energy-efficiency-lab-in-japan/ |
| 2025-11-13 | VeriSiliconとGoogle、オープンソースのCoral NPU IPを共同で立ち上げ | VeriSilicon and Google Jointly Launch Open-Source Coral NPU IP | https://www.eetasia.com/verisilicon-and-google-jointly-launch-open-source-coral-npu-ip/ |
| 2025-11-13 | フィジカルAIの成功に不可欠な技術エコシステム | Technology Ecosystem Critical for Success of Physical AI | https://www.eetasia.com/technology-ecosystem-critical-for-success-of-physical-ai/ |
| 2025-11-12 | 2025年第3四半期、世界のテレビ出荷台数が前年比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、AIデータセンター向け次世代SSTで連携 | 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、チップ冷却を目指す | Sub-Millimeter Heat Pipe Targets Chip Cooling | https://www.eetasia.com/sub-millimeter-heat-pipe-targets-chip-cooling/ |
| EETimes India | |||
| 2025-11-12 | NXPのBMSチップセットがバッテリーの健康状態監視の向上に寄与 | 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を活用して組み込み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航空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ウェーハの開発で協力 | 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 | |||
| 2025-11-13 | クアルコム、次世代産業用プロセッサ『ドラゴンウィング IQ-X』を公開 | 퀄컴, 차세대 산업용 프로세서 ‘드래곤윙 IQ-X’ 공개 | https://www.zdnet.co.kr/20251113171157” title=” |
| 2025-11-13 | PCN、‘KMF 2025’に参加…「超低遅延XRクラウドコンピューティング技術、実証」 | PCN, ‘KMF 2025’ 참여…”초저지연 XR 클라우드 컴퓨팅 기술 실증” | https://www.zdnet.co.kr/20251113223523” title=” |
| 2025-11-13 | ラブルアップ、‘SC 2025’に参加…「AIインフラの未来を提示」 | 래블업, ‘SC 2025’ 참가…”AI 인프라 미래 제시” | https://www.zdnet.co.kr/20251113222452” title=” |
| 2025-11-13 | コスモロボティクス、幼児用リハビリテーションロボット医療機器認証 | 코스모로보틱스, 유아용 재활로봇 의료기기 인증 | https://www.zdnet.co.kr/20251113183326” title=” |
| 2025-11-13 | イ・ジェヨン・キム・ドングァン、UAEへ…AI・防衛産業などで協力を協議 | 이재용·김동관 UAE 간다…AI·방산 등 협력 논의 | https://www.zdnet.co.kr/20251113181211” title=” |
| 中央日報 | |||
| 2025-11-14 | DDR5を大量導入し、HBMの自給速度を向上…中国の動きが気になる | DDR5 쓸어담고 HBM 자급 속도 올린다…심상찮은 中 움직임 | https://www.joongang.co.kr/article/25382028 |
| 2025-11-14 | 「客がラムの価格を見て怒る」…メモリ大好況、電気街も非常事態 | “손님들 램 가격보고 화낼라”…메모리 초호황기, 전자상가도 ‘비상’ | https://www.joongang.co.kr/article/25382027 |
| 2025-11-14 | [カン・グァンウのイノベーション起業の道] エヌビディアGPUより5倍速いLPUで150兆ウォン市場を攻略 | [강광우의 혁신창업의 길] 엔비디아 GPU보다 5배 빠른 LPU로 150조원 시장 공략 | https://www.joongang.co.kr/article/25381985 |
| BAIDU | |||
| 昨天20:42 | 商務部が安世半導体問題に回答：オランダ側に早急な実質的解決策の提示を期待 | 商务部回应安世半导体问题:希望荷方尽快提出实质性方案 | https://baijiahao.baidu.com/s?id=1848679120455650305&wfr=spider&for=pc |
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