Today’s semiconductor news is a vivid mix of dramatic market growth driven by explosive AI demand and the resulting severe tightening of supply networks. Micron tripled its sales on surging demand for memory for AI, and the global semiconductor market is booming, surpassing $830 billion. In addition, the battle for AI supremacy between giant companies is accelerating, with Nvidia’s resumption of H200 production for China and AMD CEO Lisa Su’s visit to Korea to expand cooperation with Samsung. On the other hand, concerns about a large-scale strike at Samsung Electronics and a warning by the chairman of SK Group that memory supply shortages will be prolonged until 2030 highlight the vulnerability of the supply chain behind the rapid growth of the industry.
Main News
- Nvidia Resumes Production with Approval and Orders Received for H200 for China
Nvidia has received marketing approval and orders for its H200 AI chip, developed for the Chinese market, and has resumed supply chain production. This is a strategic move to capture the huge Chinese demand for AI while complying with U.S. export restrictions. The resumption of production is expected to reignite the building of AI infrastructure in China, which is expected to have a significant positive impact on Nvidia’s global revenue base and overall supply chain.
- AMD CEO Lisa Su Visits Korea to Expand Collaboration with Samsung and Others on AI Memory
AMD CEO Lisa Su is making a serious push into the Korean market, expanding strategic collaboration with Samsung Electronics on next-generation AI memory solutions. Having secured Samsung’s adoption of HBM4 technology, AMD is now looking to partner with Naver next, and in order to cut Nvidia out of its monopoly in the AI chip market, AMD is working closely with its strong memory partners to strongly promote the creation of an ecosystem for next-generation AI infrastructure.
- Fears of a massive strike at Samsung Electronics, concern about the impact on the global supply chain.
The risk of a large-scale general strike at Samsung Electronics is increasing, raising concerns that it could have a serious impact on global semiconductor production and supply chains. With geopolitical risks such as tensions in the Middle East overlapping with other geopolitical risks, a production slowdown due to internal political issues at a major company could be fatal to the recovering semiconductor market and to the stable supply of cutting-edge memory such as HBM for AI.
- SK Group Chairman Warns of Memory Semiconductor Supply Shortage to Continue through 2030
SK Group’s Chairman has expressed his grim outlook that the current severe supply shortage of memory chips may linger until 2030, mainly due to the fact that production capacity expansion is not keeping pace with the explosive data processing and storage demand for building AI infrastructures. The memory market super-cycle, driven by the global AI boom, has entered a new phase of supply constraints in the medium to long term, forcing the entire industry to change its strategy.
- Micron’s Quarterly Sales Triple, Demand for Memory for AI Grows Rapidly
Micron Technology’s December-February sales jumped threefold over the same period last year, the company announced today. The rapid spread of generative AI has led to an explosion in demand for high-bandwidth memory and high-capacity storage for data centers, which has been a strong driver of earnings. In anticipation of further growth in demand, companies are rapidly putting in place systems to increase production of cutting-edge memory.
- TFLN, the next-generation material for photoelectric fusion, to be mass-produced; China dominates wafers
As the move toward mass production of thin-film lithium niobate (TFLN), a core component in optoelectronic fusion, which is expected to become the next-generation high-speed data transmission technology, it has been reported that Chinese companies are dominating the production of its wafers. control of the materials supply chain will have a major impact on the future battle for technological supremacy in the development of the world’s telecommunications infrastructure and AI hardware.
- Nvidia and Groq Partner on AI Inference, Ripples in Startup Market
Nvidia has partnered with Groq, which has strengths in AI inference chips, and is reportedly preparing Groq’s AI chips for the Chinese market. The collaboration in AI inference, which also includes Samsung in the form of signing wafers, is said to have been completed. This move by Nvidia, which has a dominant market share, to team up with a promising startup could be the “beginning of the end” for other AI chip startups, intensifying the competition for survival and attracting industry attention.
- Global semiconductor market size to surpass $830 billion by 2025.
The size of the global semiconductor market in 2025 has surpassed $830 billion, recording strong growth, as the proliferation of AI technology and the digitization of industry drive the overall market. To meet this enormous demand, chip makers in various countries are investing heavily in expanding production facilities and developing next-generation processes, and the data confirms that the semiconductor industry is becoming ever more important as a growth engine for the global economy.
- Adata’s Profit Surges on Memory Supply Shortages and Price Spikes
Taiwanese memory module giant Adata has posted a record profit surge on the back of a global memory supply glut and sharply rising prices, as a shift in production to HBMs in response to AI demand has put pressure on general-purpose memory supplies, and rising prices in the spot market are giving distribution and module makers like the company a directly boosting earnings. The strong seller’s market in the semiconductor market has become entrenched, benefiting the performance of related companies.
- Dashengda Invests 550 Million Yuan in Core-Pupil Semiconductor, a High-Performance GPU Developer
China’s Da Shengda has announced a major investment of RMB 550 million (approximately 22.98% stake) in Core Pupil Semiconductor, a developer of high-performance graphics processors (GPUs). With the availability of high-performance AI chips becoming more difficult due to strict U.S. export restrictions, China is accelerating its investment of funds to develop its own GPUs and build a complete supply chain in the country. This move demonstrates a strong national and industrial commitment to China’s high-tech independence.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Mar 18, 10:43 | Nvidia、中国でH200の承認と受注を獲得し、サプライチェーンの生産を再開 | Nvidia secures approvals and orders for H200 in China, restarts supply chain production | https://www.digitimes.com/news/a20260318PD213/nvidia-2026-gtc-supply-chain-production.html |
| Mar 18, 16:45 | AMDのリサ・スー、韓国市場に本格進出：SamsungのHBM4が完成、次はNaverへ | AMD’s Lisa Su courts Korea: Samsung HBM4 sealed, Naver next | https://www.digitimes.com/news/a20260318VL217/amd-samsung-naver-ceo-lisa-su.html |
| Mar 18, 14:51 | ウェハーに刻まれたサイン：Samsung、Nvidia、GroqがAI推論で連携を完遂 | The signature on the wafer: Samsung, Nvidia, and Groq close loop on AI inference | https://www.digitimes.com/news/a20260318VL214/samsung-groq-wafer-nvidia-gtc-2026.html |
| Mar 18, 12:33 | Nvidia GTC 2026：メモリ、電力、導入の課題がAIインフラの形を変える | Nvidia GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure | https://www.digitimes.com/news/a20260318PD226/infrastructure-gtc-demand-hardware-efficiency.html |
| Mar 18, 09:18 | 分析：NvidiaのGroqとの契約はAIチップスタートアップの終焉を意味するのか？ | Analysis: Is Nvidia’s Groq deal the endgame for AI chip startups? | https://www.digitimes.com/news/a20260318PD208/nvidia-groq-2026-ai-chip-gtc.html |
| Mar 18, 16:06 | Nvidia、チップメーカーと提携し産業用ロボティクスを推進 | Nvidia partners with chipmakers to advance industrial robotics | https://www.digitimes.com/news/a20260318PD236/nvidia-robotics-chipmakers-industrial-control-2026.html |
| Mar 18, 15:55 | Rohm、パワー半導体のパッケージングと自動車供給の新興拠点としてインドに注目 | Rohm eyes India as emerging hub for power semiconductor packaging and automotive supply | https://www.digitimes.com/news/a20260317VL222/rohm-india-partnership-power-semiconductors-packaging-automotive.html |
| Mar 18, 15:01 | 報道によると、Nvidia、Groq製AIチップを中国市場向けに準備中 | Nvidia reportedly preparing Groq AI chips for the Chinese market | https://www.digitimes.com/news/a20260318VL215/chips-nvidia-groq-market-ai-inference.html |
| Mar 18, 12:27 | Adata、供給不足とメモリ価格高騰に伴い利益急増 | Adata profits soar on memory price rally amid supply crunch | https://www.digitimes.com/news/a20260318PD221/adata-price-demand-profit-samsung.html |
| Mar 18, 11:32 | 報道によると、ロシア、x86制裁回避のためLoongsonに舵を切る | Russia reportedly turns to Loongson to escape x86 sanctions | https://www.digitimes.com/news/a20260318PD212/russia-loongson-x86-cpu-ic.html |
| Mar 18, 10:59 | 報道によると、Tata Semiconductorのトップがファブ拡張の最中に退任 | Tata Semiconductor head reportedly steps down amid fab build-out | https://www.digitimes.com/news/a20260318VL200/fab-president-2025-manufacturing.html |
| Mar 18, 10:42 | 情報筋によると、Apple、コスト削減のためMacBook NeoにMediaTek製Wi-Fiチップを採用 | Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources | https://www.digitimes.com/news/a20260318PD216/apple-mediatek-macbook-chips-revenue.html |
| Mar 18, 08:01 | インドのAgnit Semiconductors、通信・電力向けGaNチップ商業化のため260万ドルを調達 | India’s Agnit Semiconductors raises US$2.6 million to commercialise GaN chips for telecom and power | https://www.digitimes.com/news/a20260317VL205/production-gan-telecom-gallium-infrastructure.html |
| Mar 18, 07:58 | 独占：CSPおよび製造業者が拡大より値上げを選択する中、AIサーバのサプライチェーンが潜在的な行き詰まりに陥る | Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion | https://www.digitimes.com/news/a20260316PD224/ai-server-supply-chain-expansion-price-capacity.html |
| Mar 18, 07:57 | Dreame、5種類のチップ展開計画：本日はロボット用チップ、明日は軌道上のAIデータセンター用チップ | Dreame rollout plan for five chips: chips for robots today, AI data centers in orbit tomorrow | https://www.digitimes.com/news/a20260316PD231/chips-data-shanghai-startup-robotics.html |
| Mar 18, 07:56 | AIブームが、信頼できる電力を求めるデータセンターの需要でChangs Ascendingを急成長させる | AI boom lifts Changs Ascending as data centers seek reliable power | https://www.digitimes.com/news/a20260316PD237/data-manufacturing-demand-2025-ups.html |
| 日経 Tech Foresight | |||
| 2026-03-19 | 光電融合の次世代材料「TFLN」量産へ 中国がウエハー独占 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC184ZG0Y6A310C2000000 | |
| 2026-03-19 | 東北大、量子ドット電圧をAIで調整 計算機の大規模化へ | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC1604Q0W6A310C2000000 | |
| 2026-03-18 | 東大など、液滴で2D半導体折り畳み 超電導発現に有効か | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC136410T10C26A3000000 | |
| マイナビニュース テックプラス | |||
| 2026-03-18 | AMDとSamsung、次世代AIインフラ支援に向けた戦略的協業を拡大 | https://news.mynavi.jp/techplus/article/20260318-4233458/ | |
| 2026-03-18 | 大阪公大など、シリコン半導体基板上での鉛フリー圧電体の性能向上を実現 | https://news.mynavi.jp/techplus/article/20260318-4233302/ | |
| 2026-03-18 | エッジでのAIとワイヤレスニーズに1チップで対応、NXPの「i.MX 93W」を読み解く | https://news.mynavi.jp/techplus/article/20260318-4233305/ | |
| 2026-03-18 | imec、DNAデータストレージの実用化に向けて「Atlas Data Storage」と協業 | https://news.mynavi.jp/techplus/article/20260318-4232069/ | |
| TrendForce | |||
| 2026-03-18 | メモリ大手、戦略転換：サムスンが供給安定を狙い、3〜5年契約を検討と報じられる | Memory Giant Shifts Strategy: Samsung Reportedly Eyes 3–5 Year Contracts to Stabilize Supply | https://www.trendforce.com/news/2026/03/18/news-memory-giant-shifts-strategy-samsung-reportedly-eyes-3-5-year-contracts-to-stabilize-supply/ |
| 2026-03-18 | 【インサイト】メモリスポット価格更新：サムスンの3月DDR4供給凍結を受け、DRAMスポット取引が一時停止 | [Insights] Memory Spot Price Update: DRAM Spots Pause Amid Samsung’s March DDR4 Freeze | https://www.trendforce.com/news/2026/03/18/insights-memory-spot-price-update-dram-spots-pause-amid-samsungs-march-ddr4-freeze/ |
| 2026-03-18 | サムスン、HBM5向けに2nm製ベースダイおよび1ダイDRAM用HBM5Eを検討；HBM4の出力が50％を超える見通し | Samsung Reportedly Eyes 2nm Base Die for HBM5, 1d DRAM HBM5E; HBM4 to Exceed 50% of Output | https://www.trendforce.com/news/2026/03/18/news-samsung-reportedly-eyes-2nm-base-die-for-hbm5-1d-dram-for-hbm5e-hbm4-to-exceed-50-of-output/ |
| 2026-03-18 | NVIDIAのルービンウルトラおよびファインマンがTSMCのSoIC強化に寄与と報じられる；Besi、Applied Materials、TELも恩恵を受ける見通し | NVIDIA Rubin Ultra and Feynman Reportedly to Boost TSMC SoIC; Besi, Applied Materials, TEL to Benefit | https://www.trendforce.com/news/2026/03/18/news-nvidia-rubin-ultra-and-feynman-reportedly-to-boost-tsmc-soic-besi-applied-materials-tel-to-benefit/ |
| 2026-03-18 | NVIDIAの中国向けLPUs、最速で5月に発売か；H200の生産が再開 | NVIDIA’s China-Ready LPUs Could Launch as Early as May; H200 Production Restarts | https://www.trendforce.com/news/2026/03/18/news-nvidias-china-ready-lpus-could-launch-as-early-as-may-h200-production-restarts/ |
| Semiconductor Digest | |||
| 38 minutes ago | SamsungとAMD、新世代AIメモリソリューションに関する戦略的協力を拡大 | Samsung and AMD Expand Strategic Collaboration on Next-Generation AI Memory Solutions | https://www.semiconductor-digest.com/samsung-and-amd-expand-strategic-collaboration-on-next-generation-ai-memory-solutions/ |
| 41 minutes ago | CEA‑Leti、IRPS 2026でマイクロエレクトロニクス信頼性における統合専門技術を披露 | CEA‑Leti to Showcase Integrated Expertise In Microelectronics Reliability at IRPS 2026 | https://www.semiconductor-digest.com/cea-leti-to-showcase-integrated-expertise-in-microelectronics-reliability-at-irps-2026/ |
| 46 minutes ago | 2025年、半導体市場が8300億ドルを突破 | Semiconductor Market Surpasses $830B in 2025 | https://www.semiconductor-digest.com/semiconductor-market-surpasses-830b-in-2025/ |
| 2 hours ago | Omdia：パネルメーカー、第一四半期のファブ稼働率を82%に引き上げ、見通しは第二四半期中盤から軟化 | Omdia: Panel Makers Raise Q1 Fab Utilization Rate to 82%, Outlook Softens From Mid-Q2 | https://www.semiconductor-digest.com/omdia-panel-makers-raise-q1-fab-utilization-rate-to-82-outlook-softens-from-mid-q2/ |
| 日本経済新聞 | |||
| 2026-03-19 | マイクロン、12〜2月売上高3倍に AI向けメモリー需要が急拡大 | https://www.nikkei.com/article/DGXZQOGN18COK0Y6A310C2000000/ | |
| 2026-03-19 | NVIDIA、ロッキードやパランティアと蜜月 AI軍事転用が招くリスク | https://www.nikkei.com/article/DGXZQOGN094PB0Z00C26A3000000/ | |
| 2026-03-19 | 四国化成が食にアクセル、陸上養殖のエビ販売へ 新事業開拓で基盤強化 | https://www.nikkei.com/article/DGXZQOCC05AP60V00C26A3000000/ | |
| 2026-03-19 | リックス、先端半導体の「洗濯機」量産へ AI特需にらむ | https://www.nikkei.com/article/DGXZQOJC105IZ0Q6A310C2000000/ | |
| 2026-03-19 | 村田機械が倉庫向けマテハン拡販 搬送効率7割高めた新システム投入 | https://www.nikkei.com/article/DGXZQOUF043XU0U6A200C2000000/ | |
| 2026-03-19 | スピンオフ税制優遇に「新事業」要件廃止 4月、レゾナックが申請 | https://www.nikkei.com/article/DGXZQOUB271A70X21C25A2000000/ | |
| 2026-03-19 | OpenClawにNVIDIAファン氏熱狂 PC動かすAI、大流行で中国も警戒 | https://www.nikkei.com/article/DGXZQOGN185290Y6A310C2000000/ | |
| 2026-03-19 | ドイツ株18日 反落、公益や化学に売り 仏株は小幅下落 | https://www.nikkei.com/article/DGXZQOFL18BCO0Y6A310C2000000/ | |
| 2026-03-19 | （人事・機械）平田機工 | https://www.nikkei.com/article/DGKKZO95095870Y6A310C2TJR000/ | |
| 2026-03-19 | （人事・素材・エネルギー）住友化学 | https://www.nikkei.com/article/DGKKZO95095650Y6A310C2TJR000/ | |
| ダイヤモンドオンライン | |||
| Mar 18 20:30 | 急成長エヌビディアと赤字転落インテル、データで見る半導体新旧王者の「明暗」 | https://diamond.jp/articles/-/385791 | |
| Mar 18 19:30 | 中東情勢で日本株が世界株に劣後、急落の真因と反発局面の「有望セクター」5業種 | https://diamond.jp/articles/-/386160 | |
| Mar 18 02:00 | ホルムズ海峡封鎖で国際サプライチェーンはどうなる？ | https://diamond.jp/articles/-/386092 | |
| Mar 17 19:55 | 【独自】デンソーの買収提案強行で“ローム争奪戦”が勃発！「ローム・東芝・三菱電機連合」浮上で激化するパワー半導体再編劇 | https://diamond.jp/articles/-/385993 | |
| Mar 17 19:40 | 電子部品・半導体業界「3年後の予測年収」62社ランキング【2026年版】1000万円超えは5社！東京エレクトロンが4位、1位は？ | https://diamond.jp/articles/-/386072 | |
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| Tom’s Hardware | |||
| 2026-03-18 20:10 | SKグループ会長、メモリーチップ不足は2030年まで続くと発言 | SK Group chairman says memory chip shortage will last until 2030 | https://www.tomshardware.com/pc-components/dram/sk-group-chairman-says-memory-chip-shortage-will-last-until-2030 |
| 2026-03-18 19:33 | 技術愛好家、96ドル相当の部品と3Dプリンターで肩装着型誘導ミサイルの試作機を作成 | Tech hobbyist makes shoulder-mounted guided missile prototype with $96 in parts and a 3D printer | https://www.tomshardware.com/3d-printing/tech-hobbyist-makes-shoulder-mounted-guided-missile-prototype-with-usd96-in-parts-and-a-3d-printer-diy-manpads-includes-wi-fi-guidance-ballistics-calculations-optional-camera-for-tracking |
| TechPowerup | |||
| 2026-03-18T18:32:21+00:00 | Imec、世界で最も先進的な高NA EUVシステムを受領 | Imec Receives the World’s Most Advanced High NA EUV System | https://www.techpowerup.com/347514/imec-receives-the-worlds-most-advanced-high-na-euv-system |
| 2026-03-18T18:04:07+00:00 | AMD「Medusa Point」APU、初期ベンチマークで半分のクロックスピードながら「Strix Point」と同等の成績を記録 | AMD “Medusa Point” APU Early Benchmarks Match “Strix Point” at Half the Clock Speed | https://www.techpowerup.com/347513/amd-medusa-point-apu-early-benchmarks-match-strix-point-at-half-the-clock-speed |
| 2026-03-18T17:48:18+00:00 | Microsoft 365の支払いをやめろ―最新Officeは140ドルで提供 | Stop Paying for Microsoft 365—The Newest Office is $140 | https://www.techpowerup.com/347296/stop-paying-for-microsoft-365-the-newest-office-is-usd-140 |
| 2026-03-18T09:23:35+00:00 | Intel、プリコンパイル済みシェーダーの提供により最大3倍速いゲーム起動を実現 | Intel Enables Precompiled Shader Delivery for Up to 3x Faster Game Loading Times | https://www.techpowerup.com/347496/intel-enables-precompiled-shader-delivery-for-up-to-3x-faster-game-loading-times |
| 2026-03-18T17:08:16+00:00 | Microsoft、反発を受けてWindows 11でのMicrosoft 365 Copilotアプリ自動インストールを中止 | Microsoft Won’t Auto-Install Microsoft 365 Copilot App on Windows 11 Anymore After Backlash | https://www.techpowerup.com/347511/microsoft-wont-auto-install-microsoft-365-copilot-app-on-windows-11-anymore-after-backlash |
| 2026-03-18T16:44:44+00:00 | Quantum Machines、NVIDIAおよびAMDと共にオープンアクセラレーションスタックを発表 | Quantum Machines Launches Open Acceleration Stack Alongside NVIDIA and AMD | https://www.techpowerup.com/347510/quantum-machines-launches-open-acceleration-stack-alongside-nvidia-and-amd |
| 2026-03-18T16:19:33+00:00 | Tuxedo、新型Gemini 17 Gen 4 17.3インチノートブックをAMD Ryzen 9 9955HX搭載で発表 | Tuxedo Intros Gemini 17 Gen 4 17.3-Inch Notebook with AMD Ryzen 9 9955HX | https://www.techpowerup.com/347508/tuxedo-intros-gemini-17-gen-4-17-3-inch-notebook-with-amd-ryzen-9-9955hx |
| 2026-03-18T16:15:47+00:00 | 8BitDo、N64用レトロワイヤレスレシーバーとクラシックグレー64 2.4GHzワイヤレスコントローラーを正式発売 | 8BitDo Officially Launches Retro Wireless Receiver for N64 Alongside Classic Grey 64 2.4 GHz Wireless Controller | https://www.techpowerup.com/347506/8bitdo-officially-launches-retro-wireless-receiver-for-n64-alongside-classic-grey-64-2-4-ghz-wireless-controller |
| 2026-03-18T15:23:45+00:00 | Intelのマレーシア先端パッケージング複合施設、今年後半に稼働開始予定 | Intel Advanced Packaging Complex in Malaysia to Go Live Later This Year | https://www.techpowerup.com/347504/intel-advanced-packaging-complex-in-malaysia-to-go-live-later-this-year |
| 2026-03-18T15:01:13+00:00 | EK、新型EK-Pro GPUウォーターブロックをNVIDIA RTX PRO 6000 Blackwell Server EditionおよびMAX-Q向けに発売 | EK Releases New EK-Pro GPU Water Block for NVIDIA RTX PRO 6000 Blackwell Server Edition and MAX-Q | https://www.techpowerup.com/347503/ek-releases-new-ek-pro-gpu-water-block-for-nvidia-rtx-pro-6000-blackwell-server-edition-and-max-q |
| EETimes Taiwan | |||
| 2026-03-18 | 台湾が未来を拓く：チップからシステムへの産業アップグレードの道 | 台灣打造未來：從晶片到系統的產業升級之路 | https://www.eettaiwan.com/20260318nt01-taiwan-builds-the-future/ |
| 2026-03-18 | AI基盤の光インターコネクトへの加速 Lightmatterが新製品を一斉発表 | 加速AI基礎設施邁向光互連 Lightmatter新品齊發 | https://www.eettaiwan.com/20260318nt11-driving-ai-infrastructure-toward-optical-interconnection/ |
| 2026-03-18 | メモリ価格上昇、スマートフォンのBOMコスト構造に影響 | 記憶體價格上漲 智慧型手機BOM成本結構受影響 | https://www.eettaiwan.com/20260318nt21-the-cost-structure-of-smartphone-bom-is-affected/ |
| 2026-03-18 | 2026スマートシティ展：台南が推進するAIガバナンスとロボットの垣根を越えた応用 | 2026智慧城市展：台南推動AI治理與機器人跨域應用 | https://www.eettaiwan.com/20260318nt22-tainan-showcases-ai-innovation-and-robotic-ecosystems/ |
| 2026-03-17 | AI革命に参加しませんか？ 今すぐGTC 2026に申し込み、世界と共に変革を牽引する革新的技術を掌握しましょう！ | 想一起成為AI革命的參與者？ 立即報名GTC 2026，與全球同步掌握驅動變革的劃時代技術！ | https://www.eettaiwan.com/20260317nt41-nvidia/ |
| 2026-03-17 | マルチダイ熱管理における幾何学的課題 | 多晶粒熱管理中的幾何挑戰 | https://www.eettaiwan.com/20260317nt31-geometry-challenges-in-multidie-thermal-management/ |
| 2026-03-17 | AIと先端製程需要が牽引 三大サイエンスパークの2025年売上高が5.8兆元に達する | AI與先進製程需求帶動 三大科學園區2025年營收達5.8兆元 | https://www.eettaiwan.com/20260317nt11-ai-chips-advanced-nodes-boost-taiwan-science-parks-revenue/ |
| 2026-03-17 | CPUおよびメモリ価格の上昇圧力で、第一四半期のノートパソコン出荷が14.8%減に | 承受CPU、記憶體價格雙漲壓力 第一季筆電出貨季減14.8% | https://www.eettaiwan.com/20260317nt21-2026-q1-nb-shipments/ |
| EETimes Asia | |||
| 2026-03-18 | Mythic社、次世代の超低消費電力アナログ処理ユニットに向けSSTテックを採用 | Mythic Taps SST Tech for Its Next-gen Ultra-Low-Power Analog Processing Units | https://www.eetasia.com/mythic-taps-sst-tech-for-its-next-gen-ultra-low-power-analog-processing-units/ |
| 2026-03-18 | インド、C2Sの下で半導体人材育成に向け大きく前進 | India Making Significant Progress Toward Semiconductor Workforce Development Under C2S | https://www.eetasia.com/india-making-significant-progress-toward-semiconductor-workforce-development-under-c2s/ |
| 2026-03-18 | シーメンス、Questa OneにおけるAgentic AIでIC設計と検証を加速 | Siemens Accelerates IC Design and Verification with Agentic AI in Questa One | https://www.eetasia.com/siemens-accelerates-ic-design-and-verification-with-agentic-ai-in-questa-one/ |
| 2026-03-18 | Frost & Sullivan：2030年までに1.25〜1.35兆ドル規模の市場機会を形成するトップ50技術 | Frost & Sullivan: Top 50 Tech Set to Shape $1.25-$1.35T Market Opportunity by 2030 | https://www.eetasia.com/frost-sullivan-top-50-tech-set-to-shape-1-25-1-35t-market-opportunity-by-2030/ |
| 2026-03-18 | Cadence と NVIDIA、Agentic AIチップおよびシステム設計ソリューションを加速するため協力関係を拡大 | Cadence and NVIDIA Expand Collaboration to Accelerate Agentic AI Chip and System Design Solutions | https://www.eetasia.com/cadence-and-nvidia-expand-collaboration-to-accelerate-agentic-ai-chip-and-system-design-solutions/ |
| 2026-03-18 | IoTの新時代の準備はできていますか？ | Are You Ready for the New Era of the IoT? | https://www.eetasia.com/are-you-ready-for-the-new-era-of-the-iot/ |
| 2026-03-17 | Keysight、次世代光トランシーバ技術向けに設計された220GHz LCAを発表 | Keysight 220GHz LCA Designed for Next-Gen Optical Transceiver Technology | https://www.eetasia.com/keysight-220ghz-lca-designed-for-next-gen-optical-transceiver-technology/ |
| 2026-03-17 | TrendForce：世界のEVトラクションインバータ導入台数が2025年第4四半期に新高値を記録 | TrendForce: Global EV Traction Inverter Installations Reach New Highs in 4Q25 | https://www.eetasia.com/trendforce-global-ev-traction-inverter-installations-reach-new-highs-in-4q25/ |
| 2026-03-17 | ST、シリコンフォトニクスプラットフォームの量産を開始 | ST Commences Volume Production of Silicon Photonics Platform | https://www.eetasia.com/st-commences-volume-production-of-silicon-photonics-platform/ |
| EETimes India | |||
| 2026-03-18 | インド、C2Sの下で半導体人材育成で大きな進展を遂げる | India Making Significant Progress Toward Semiconductor Workforce Development Under C2S | https://www.eetindia.co.in/india-making-significant-progress-toward-semiconductor-workforce-development-under-c2s/ |
| 2026-03-18 | Mythic、次世代の超低消費電力アナログ処理ユニットにSST Techを採用 | Mythic Taps SST Tech for Its Next-gen Ultra-Low-Power Analog Processing Units | https://www.eetindia.co.in/mythic-taps-sst-tech-for-its-next-gen-ultra-low-power-analog-processing-units/ |
| 2026-03-17 | Dr. Alok Jain、Cadence Indiaのマネージングディレクターに任命 | Dr. Alok Jain Appointed Managing Director of Cadence India | https://www.eetindia.co.in/dr-alok-jain-appointed-managing-director-of-cadence-india/ |
| ZDNET Korea | |||
| 2026-03-19 | 超低価格掃除機・アイロン…イマート 5K PRICEラインナップ拡大 | 초저가 청소기·다리미…이마트 5K PRICE 라인업 확대 | https://www.zdnet.co.kr/20260318163647%22%20title=%22 |
| 2026-03-18 | イーエルピー 「IT第8世代機器、サムスンD・BOEに続きビジョンオックス・CSOTで受注」 | 이엘피 “IT 8세대 장비, 삼성D·BOE 이어 비전옥스·CSOT서 수주” | https://www.zdnet.co.kr/20260318233107%22%20title=%22 |
| 2026-03-18 | 韓国電力、パラグアイ送変電マスタープラン策定コンサルティング契約締結 | 한전, 파라과이 송변전 마스터플랜 수립 컨설팅 계약 체결 | https://www.zdnet.co.kr/20260318225703%22%20title=%22 |
| 2026-03-18 | ラ온シキュア、デジタル認証を大学から中高へ拡大 | 라온시큐어, 디지털인증 대학서 중고교로 확대 | https://www.zdnet.co.kr/20260318224230%22%20title=%22 |
| 2026-03-18 | 西部発電、職業高校生の安全確保のため教育庁・雇用庁と協力 | 서부발전, 직업계고 학생 안전 위해 교육청·고용청과 협력 | https://www.zdnet.co.kr/20260318224002%22%20title=%22 |
| 2026-03-18 | 中小企業550社選定、アマゾンなどグローバルプラットフォームへの入居支援 | 중기 550곳 선정 아마존 등 글로벌 플랫폼 입주 지원 | https://www.zdnet.co.kr/20260318223212%22%20title=%22 |
| 2026-03-18 | ナムドン発電、「非常経営TF」発足…不安定な対外環境を本格的に克服に乗り出す | 남동발전, ‘비상경영 TF’ 출범…불안정한 대외환경 본격 극복 나서 | https://www.zdnet.co.kr/20260318222020%22%20title=%22 |
| 2026-03-18 | 「337件の総合病院が保有する個人医療情報を希望先へ送信」 | “337개 종합병원 보유 개인 의료정보 원하는 곳으로 전송” | https://www.zdnet.co.kr/20260318221906%22%20title=%22 |
| 2026-03-18 | キュレクソ、‘キュービス・ジョイント’で欧州MDRを取得 | 큐렉소, ‘큐비스-조인트’ 유럽 MDR 획득 | https://www.zdnet.co.kr/20260318221702%22%20title=%22 |
| 2026-03-18 | 「チャットGPTよ、犬を助けてくれ」… AIで世界初のペット犬用がんワクチンを作った男 | “챗GPT야, 강아지 좀 살려줘”… AI로 세계 최초 반려견 암 백신 만든 남자 | https://www.zdnet.co.kr/20260318220956%22%20title=%22 |
| 2026-03-18 | ジョンウィソン、昨年の年俸174億ウォン…個別報酬最高はホセ・ムニョス | 정의선, 작년 연봉 174억원…개별 보수 최고는 호세 무뇨스 | https://www.zdnet.co.kr/20260318210014%22%20title=%22 |
| 2026-03-18 | 韓国ドレイグループ、児童センターに家具を寄贈…新入社員が自ら製作 | 한국도레이그룹, 아동센터에 가구 기증…신입사원이 직접 제작 | https://www.zdnet.co.kr/20260318202550%22%20title=%22 |
| 2026-03-18 | 認証セキュリティ オクトコ、IAM・SSO先導企業ネッツと協力 | 인증 보안 옥타코, IAM·SSO 선도기업 넷츠와 협력 | https://www.zdnet.co.kr/20260318200113%22%20title=%22 |
| 2026-03-18 | 【フォト】ハンナムドンでスンジウォンを訪ねたリサ・ス AMD CEO | [포토] 한남동 승지원 찾은 리사 수 AMD CEO | https://www.zdnet.co.kr/20260318185543%22%20title=%22 |
| 2026-03-18 | リサ・ス、訪韓2日目に『キム・ソンフンと単独会談』…AMD-アップステージのAI同盟は拡大するか | 리사 수, 방한 이틀째 ‘김성훈과 단독 회동’…AMD-업스테이지 AI 동맹 커지나 | https://www.zdnet.co.kr/20260318185423%22%20title=%22 |
| 2026-03-18 | キムフェチェン、ハンスウォン社長 「スンプンパランの精神でグローバル原子力発電業界に君臨」 | 김회천 한수원 사장 “‘승풍파랑’ 정신으로 글로벌 원자력발전 업계 우뚝” | https://www.zdnet.co.kr/20260318185307%22%20title=%22 |
| 2026-03-18 | ベキョンフン副総理 「BTS公演の非常通信体制支援」 | 배경훈 부총리 “BTS 공연 비상통신체계 지원” | https://www.zdnet.co.kr/20260318172712%22%20title=%22 |
| 2026-03-18 | エヌビディア、AI-RANで1兆ドル市場を創出 | 엔비디아, AI-RAN으로 1조 달러 시장 창출 | https://www.zdnet.co.kr/20260318162015%22%20title=%22 |
| 2026-03-18 | 国立公園の訪問者、年間3兆5千億ウォンを消費…地域経済に活力 | 국립공원 탐방객 연간 3조5천억원 소비…지역경제 활력 | https://www.zdnet.co.kr/20260318183157%22%20title=%22 |
| 2026-03-18 | 新世界アイ앤Ｃ、2日連続で株価急騰…AIデータセンターの恩恵期待↑ | 신세계아이앤씨, 이틀 연속 주가 급등…AI 데이터센터 수혜 기대감↑ | https://www.zdnet.co.kr/20260318174810%22%20title=%22 |
| 中央日報 | |||
| 2026-03-19 | 袋がなければラーメンは作れない、ホルムズ封鎖が長引けば災いが訪れる | 봉지가 없어 라면 못 만든다, 호르무즈 봉쇄 길어지면 닥칠 일 | https://www.joongang.co.kr/article/25412925 |
| 2026-03-19 | [社説] 資本市場の育成は良いが、投機的取引の急増は危険信号 | [사설] 자본시장 육성 좋지만 투기성 거래 급증은 위험신호 | https://www.joongang.co.kr/article/25412911 |
| 2026-03-19 | [社説] 中東戦争最中に、サムスン電子による全面ストライキの予告 | [사설] 중동 전쟁 와중에 날아든 삼성전자 총파업 예고 | https://www.joongang.co.kr/article/25412910 |
| 2026-03-19 | 『祭り』サムスン電子の株主総会終了後、突如として全面ストライキのニュースが飛び込んできた | ‘축제’ 삼성전자 주총 끝나자…날아든 총파업 소식 | https://www.joongang.co.kr/article/25412887 |
| 2026-03-19 | 『エヌビディアへの対抗』AMD、この企業のトップがサムスンとネイバーにラブコール | ‘엔비디아 맞수’ AMD, 이 기업 수장이 삼성·네이버에 러브콜 | https://www.joongang.co.kr/article/25412880 |
| 2026-03-19 | 最大6630%の利益…チャ・ファ・ジョン伝説『花蕾投資法』 | 최대 6630% 벌었다…차·화·정 전설 ‘꽃봉오리투자법’ | https://www.joongang.co.kr/article/25412883 |
| BAIDU | |||
| 昨天21:37 | 大勝達：高性能グラフィックスプロセッサー企業・芯瞳半導体に5.5億元の投資を予定 | 大胜达:拟5.5亿元投资高性能图形处理器公司芯瞳半导体 | https://baijiahao.baidu.com/s?id=1860007298616494508&wfr=spider&for=pc |
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| 昨天21:48 | 大勝達：芯瞳半導体の22.98%の株式を5.5億元で取得予定 | 大胜达:拟5.5亿元取得芯瞳半导体22.98%股权 | https://baijiahao.baidu.com/s?id=1860007956943856647&wfr=spider&for=pc |
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| 昨天21:41 | 大勝達：取引完了後の芯瞳半導体の22.9831%株式を5.5億元で取得予定 | 大胜达:拟5.5亿元取得交易完成后芯瞳半导体22.9831%股权 | https://baijiahao.baidu.com/s?id=1860007548226441265&wfr=spider&for=pc |
| 昨天18:30 | 小米と高瓴が出資する半導体企業が上場直前に同業他社から訴訟を起こされた！フーリエ半導体『AI… | 小米、高瓴投的半导体公司,临上市被同行告了!傅里叶半导体“AI… | https://baijiahao.baidu.com/s?id=1859995531770102743&wfr=spider&for=pc |
| 昨天19:04 | サムスン電子、大規模ストライキが発生する恐れ 世界の半導体生産供給チェーンに影響懸念 | 三星电子或发生大规模罢工 恐波及全球半导体产供链 | https://baijiahao.baidu.com/s?id=1859997605907081042&wfr=spider&for=pc |
