Today’s semiconductor news is marked by intensifying competition in the development and procurement of semiconductors and memory for AI, and supply chain restructuring against a backdrop of geopolitical risk: SK Hynix is aiming to consolidate its leadership position by using TSMC’s 3nm technology in its next-generation HBM4E, while Samsung is in talks with Google and Microsoft are discussing long-term memory supply contracts. In addition, huge investments in infrastructure continue, including forecasts that HBM demand for AI servers will grow 35-fold by 2028 and Elon Musk’s plans for mass production of AI semiconductors. Meanwhile, the wave of supply network blocking and independence is further accelerating in China, as AI GPUs become more self-sufficient, Huawei’s new AI products are introduced, and STMicro’s microcontrollers are being mass-produced locally.
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Main News
- SK Hynix to Adopt TSMC’s 3nm Technology for HBM4E to Compete with Samsung
SK Hynix is reportedly planning to adopt TSMC’s cutting-edge 3nm process for the production of its next-generation wide-band memory, HBM4E. This is seen as a strategic decision to secure a technological edge over its largest competitor, Samsung Electronics, with the aim of deepening cooperation with top foundries in advanced packaging technology, which determines the performance of AI chips, and further solidifying its leadership position in the rapidly expanding AI memory market. - Samsung Electronics in talks with Google and Microsoft for long-term memory supply contracts
Samsung Electronics is reportedly in talks with giant technology companies such as Google and Microsoft regarding long-term memory semiconductor supply contracts. With demand for high-performance memory such as HBM exploding as generative AI infrastructures are built, this is a strategic move to secure the giant cloud vendors as direct customers and simultaneously aim for a stable revenue base and a larger share of the AI memory market. - China’s AI GPU self-sufficiency to reach 80% by 2030, highlighting challenges for Nvidia
China’s self-sufficiency in GPUs for AI is expected to reach 80% by 2030. Against the backdrop of strict U.S. export restrictions, semiconductor development in China is rapidly accelerating. This rapid move toward self-sufficiency clearly highlights future business challenges for Nvidia, which has dominated the AI chip market to date, including the risk of losing the huge Chinese market and the rise of powerful competitors originating from China. - STMicro Launches STM32 Microcontrollers Locally Manufactured in China in Partnership with Huahong
Semiconductor giant STMicroelectronics has begun mass production and delivery of STM32 microcontrollers manufactured in China through a partnership with Chinese foundry Huahong Hongli. Amidst the growing risk of geopolitical fragmentation, this is a strategic move to localize the supply chain and establish a stable component supply system for customers in the huge Chinese market, in order to maintain and expand market share while meeting the needs for domestic production. - Huawei Unveils Atlas 350 with Proprietary HBM to Showcase AI Performance
Huawei has unveiled its new AI product, Atlas 350, for the Ascend 950PR, which is powered by in-house proprietary HBM. The product is claimed to be 2.8 times more powerful than Nvidia’s H20 AI chip for China. The event is symbolic of the rapid progress Chinese companies are making in self-manufacturing the processor and memory technology needed for state-of-the-art AI computing infrastructure, even under strong U.S. technology sanctions. - Elon Musk Announces Terafab, a Plan to Mass Produce AI-Specific Semiconductors on His Own
Elon Musk, the leader of Tesla and other companies, has announced the Terafab project, a large-scale plan to mass produce AI-specific semiconductor chips on his own. The aim is to directly control the computing resources that are essential to the company’s own AI development and automated driving, without relying on the production quotas and technology roadmaps of existing giant foundries. This move toward vertical integration may create a stir in the future semiconductor manufacturing supply chain and business models. - Helium Shortage Caused by Situation in Qatar Hits South Korea; Samsung and TSMC Also on Watch
The shortage of helium, a special gas essential for semiconductor manufacturing, is seriously hitting South Korea’s semiconductor industry due to the unrest around Qatar in the Middle East and other factors. Not only memory giants such as Samsung Electronics and SK Hynix, but also global chipmakers such as TSMC are on high alert for this material supply crisis. Physical disruptions in the supply chain due to geopolitical risks are threatening the stable operation of manufacturing sites. - Demand for HBM in ASICs for AI Servers Predicted to Grow 35x by 2028
The explosion in computational demand associated with the spread of generative AI is expected to drive demand for HBM (high-bandwidth memory) in ASICs (application-specific integrated circuits) for AI server computation to an astounding 35x its current size by 2028. This tremendous demand forecast is a result of the growing demand for HBM in AI server compute ASICs. This tremendous demand forecast supports the trend of memory manufacturers’ massive conversion of existing general-purpose DRAM production lines for HBM, which is dramatically changing the investment structure of the semiconductor industry. - Enterprise SSD Market to Reach $9.9 Billion in Q4 2025, Up 52% QoQ
TrendForce research shows that the enterprise SSD market size reached $9.9 billion in Q4 2025, a significant 52% increase from the previous quarter. The market is strongly driven by a surge in demand for high-capacity storage due to the construction of AI data centers and the expansion of cloud services. This strong growth is helping to boost memory manufacturers’ revenues and continue the industry’s overall strong cycle. - Rapidus CTO Ishimaru Mentions “ Six Months ” Difference” from TSMC in Development of 1-nanometer Sem iconductors
CTO Ishimaru of Rapidus, Japan’s leading-edge semiconductor manufacturer, has stated that the company has closed the technological gap with TSMC, the world’s largest foundry, to “six months” in the development of next-generation 1-nanometer semiconductors. The company has indicated that it has narrowed the technological gap with TSMC, the world’s largest foundry, to “six months. The national project to revive Japan’s semiconductor industry is making steady progress on its technology roadmap, demonstrating that it is closing in on the world’s top runner on the frontiers of ultrafine technology.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Mar 23, 15:47 | 解説：なぜNvidiaのGroq LPUがSamsungのシリコン上で動作するのか — Groqの規模と推論戦略 | Explainer: Why Nvidia’s Groq LPU runs on Samsung silicon— Groq’s scale and inference strategy | https://www.digitimes.com/news/a20260323PD214/nvidia-samsung-groq-tsmc-ceo.html |
| Mar 23, 17:14 | インドの外国直接投資政策の見直しが、半導体サプライチェーンにおける中国の参加を制御された形で可能にする | India’s FDI reset opens controlled door to Chinese participation in semiconductor supply chains | https://www.digitimes.com/news/a20260323VL208/india-fdi-investment-policy-manufacturing-china.html |
| Mar 23, 12:32 | 中国が海外の半導体投資を求める中、Samsung会長が北京フォーラムに参加 | Samsung chairman joins Beijing forum as China seeks foreign chip investment | https://www.digitimes.com/news/a20260323VL206/samsung-chairman-beijing-investment.html |
| Mar 23, 11:42 | Nvidiaは、カスタムチップの競争相手に対抗するため、AI推論への取り組みを強化 | Nvidia pushes deeper into AI inference to counter custom chip rivals | https://www.digitimes.com/news/a20260323PD207/nvidia-gtc-2026-asic-cost.html |
| Mar 23, 11:13 | SKハイニックスは、Samsungに対する優位性を得るために、TSMCの3nm技術をHBM4Eに採用する計画 | SK Hynix plans TSMC 3nm adoption for HBM4E edge over Samsung | https://www.digitimes.com/news/a20260322PD201/sk-hynix-tsmc-samsung-3nm-hbm4.html |
| Mar 23, 17:45 | Inergy Technologyは、AIによる電力需要増加を受け、HVDC市場向けのSiC拡大を狙う | Inergy Technology eyes SiC expansion for HVDC as AI power demand rises | https://www.digitimes.com/news/a20260323PD210/inergy-technology-power-semiconductors-sic-design-growth.html |
| Mar 23, 17:17 | AIチップのブームにより、Chunghwa Precision Testにおけるテスト需要が急増 | AI chip boom drives surge in demand for testing at Chunghwa Precision Test | https://www.digitimes.com/news/a20260323PD232/testing-demand-supplier-capacity-expansion.html |
| Mar 23, 16:37 | 報道によると、SamsungはGoogleやMicrosoftと長期のメモリ供給契約に関して協議中 | Samsung reportedly in talks with Google, Microsoft on long-term memory supply agreements | https://www.digitimes.com/news/a20260323VL207/samsung-google-microsoft-hbm-demand.html |
| Mar 23, 15:41 | GTC 2026で、Jensen Huangと台湾を橋渡しするデュオを紹介 | Meet the duo bridging Jensen Huang to Taiwan at GTC 2026 | https://www.digitimes.com/news/a20260323PD225/nvidia-gtc-2026-taiwan-jensen-huang.html |
| Mar 23, 15:31 | Advanced Echemは、世界のチップ製造の進展に対応するため、DUV、パッケージング、光学材料の供給を拡充する | Advanced Echem expands DUV, packaging, and optical materials to serve global chip progress | https://www.digitimes.com/news/a20260323PD203/aemc-duv-expansion-materials-packaging.html |
| Mar 23, 15:04 | 2030年までに中国のAI GPU自給率が80%に達する見込みが、Nvidiaにとっての課題を浮き彫りにする | China’s AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia | https://www.digitimes.com/news/a20260323PD224/china-ai-gpu-self-sufficiency-nvidia.html |
| Mar 23, 14:00 | Zenitronは、メモリ不足が世界中の技術系サプライチェーンに波及すると警告する | Zenitron warns memory shortages will reverberate across global tech supply chains | https://www.digitimes.com/news/a20260323PD201/zenitron-ai-server-data-demand.html |
| Mar 23, 13:21 | 中国はハイエンドフォトレジスト生産に乗り出しており、Dinglongが生産を強化し、YMTCが支援を提供 | China moves into high-end photoresist production: Dinglong ramps up, YMTC lends support | https://www.digitimes.com/news/a20260323PD208/production-photoresist-ymtc-high-end-supply-chain.html |
| Mar 23, 12:39 | Tescanは、AIメモリおよび先進パッケージング向け顧客のテストを迅速化するため、ソウルのデモラボを統合する | Tescan integrates Seoul demo lab to speed testing for AI memory and advanced packaging customers | https://www.digitimes.com/news/a20260323PD204/testing-packaging-expansion-demand-equipment.html |
| Mar 23, 12:06 | メモリ供給不足が、IPCの利益に悪影響を及ぼす | Memory supply squeeze dents IPC profits | https://www.digitimes.com/news/a20260323PD205/ipc-memory-chips-price-market-2026.html |
| Mar 23, 11:41 | TSMCは、サプライチェーンリスクを低減するため、地元サプライヤーを支援する | TSMC supports local suppliers to reduce supply chain risks | https://www.digitimes.com/news/a20260323PD211/tsmc-supply-chain-ntust-taiwan.html |
| 日経 Tech Foresight | |||
| 2026-03-24 | ラピダス「10年後の基盤」 CTO直下に技術戦略室や知財部 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC231I80T20C26A3000000 | |
| 2026-03-23 | ラピダス、1ナノ半導体でTSMCと「半年差に」 石丸CTO | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC1928C0Z10C26A3000000 | |
| 2026-03-23 | 「脳模倣エッジAI処理」「宇宙向け量子計算」 海外動向 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC1818I0Y6A310C2000000 | |
| マイナビニュース テックプラス | |||
| 2026-03-23 | ADIがタイに新たな後工程拠点を開設、グローバル製造ネットワークの柔軟性を向上 | https://news.mynavi.jp/techplus/article/20260323-4251707/ | |
| 2026-03-23 | ルネサス、AIデータセンターなどでの活用可能な650V耐圧GaN双方向スイッチを発売 | https://news.mynavi.jp/techplus/article/20260323-4251599/ | |
| 2026-03-23 | ルネサス、産業・IoT機器向けに500W電力供給が可能なGaNベース半波整流LLCを開発 | https://news.mynavi.jp/techplus/article/20260323-4251574/ | |
| 2026-03-23 | 早大、光電流を約340倍に増幅する超小型・高感度光回路モニタを開発 | https://news.mynavi.jp/techplus/article/20260323-4251404/ | |
| 2026-03-23 | キオクシアがTSOPパッケージの低容量NAND製品をEOLか？ 海外メディア報道 | https://news.mynavi.jp/techplus/article/20260323-4250433/ | |
| 2026-03-23 | 2025年第4四半期のエンタープライズSSD市場規模は前四半期比52％増の99億ドル、TrendForce調べ | https://news.mynavi.jp/techplus/article/20260323-4250296/ | |
| 2026-03-23 | ゲットワークス、新潟のデータセンターでIBM InstanaによるGPU可視化を実証 – AI時代の運用高度化に手応え | https://news.mynavi.jp/techplus/article/20260323-4237887/ | |
| TrendForce | |||
| 2026-03-23 | STマイクロエレクトロニクス、華虹とのパートナーシップを通じて中国で現地生産のSTM32 MCUを発売 | STMicroelectronics Launches Locally Made STM32 MCUs in China via Huahong Partnership | https://www.trendforce.com/news/2026/03/23/news-stmicroelectronics-launches-locally-made-stm32-mcus-in-china-via-huahong-partnership/ |
| 2026-03-23 | マイクロン、将来の自動運転車には300GB以上のDRAMが必要になると報じ、HBFの見通しには慎重な姿勢 | Micron Reportedly Expects Future Autonomous Cars to Require 300GB+ DRAM, Cautious on HBF Outlook | https://www.trendforce.com/news/2026/03/23/news-micron-reportedly-expects-future-autonomous-cars-to-require-300gb-dram-cautious-on-hbf-outlook/ |
| 2026-03-23 | カタールの影響下で：ヘリウム不足が韓国をより深刻に襲い、サムスン、SKハイニックス、TSMCが注目される | Under Qatar’s Shadow: Helium Crunch Hits South Korea Harder, Putting Samsung, SK hynix, TSMC in Spotlight | https://www.trendforce.com/news/2026/03/23/news-under-qatars-shadow-helium-crunch-hits-south-korea-harder-putting-samsung-sk-hynix-tsmc-in-spotlight/ |
| 2026-03-23 | マスク氏のテラファブビジョンがTSMCへの影響に疑問を投げかけ、先進パッケージングが最適な参入点となり得る | Musk’s Terafab Vision Raises Questions Over TSMC Impact; Advanced Packaging May be Best Entry Point | https://www.trendforce.com/news/2026/03/23/news-musks-terafab-vision-raises-questions-over-tsmc-impact-advanced-packaging-may-be-best-entry-point/ |
| 2026-03-23 | Huawei、社内開発HBMを搭載したAscend 950PR向けAtlas 350を初披露し、2.8倍のH20性能を謳う | Huawei Debuts Atlas 350 on Ascend 950PR with In-house HBM, Touting 2.8X H20 Performance | https://www.trendforce.com/news/2026/03/23/news-huawei-debuts-atlas-350-on-ascend-950pr-with-in-house-hbm-touting-2-8x-h20-performance/ |
| Semiconductor Digest | |||
| 2 hours ago | STマイクロエレクトロニクス、中国製STM32マイクロコントローラー、量産開始 | STMicroelectronics China-Manufactured STM32 Microcontrollers Begin Volume Production | https://www.semiconductor-digest.com/stmicroelectronics-china-manufactured-stm32-microcontrollers-begin-volume-production/ |
| 2 hours ago | 東芝、APEC 2026で先進パワー半導体ソリューションを披露 | Toshiba Showcases Advanced Power Semiconductor Solutions at APEC 2026 | https://www.semiconductor-digest.com/toshiba-showcases-advanced-power-semiconductor-solutions-at-apec-2026/ |
| 3 hours ago | 効率20%以上のノンドープ青色OLEDの実現 | Enabling Non-Doped Blue OLEDs With Efficiency Exceeding 20% | https://www.semiconductor-digest.com/enabling-non-doped-blue-oleds-with-efficiency-exceeding-20/ |
| 3 hours ago | 3D統合とGAA採用がALD/CVD前駆体の構造的成長を牽引 | 3D Integration and GAA Adoption Drive Structural Growth in ALD/CVD Precursors | https://www.semiconductor-digest.com/3d-integration-and-gaa-adoption-drive-structural-growth-in-ald-cvd-precursors-2/ |
| 日本経済新聞 | |||
| 2026-03-24 | イラン衝突「プーチン氏が短期では勝者」 エネ業界権威のヤーギン氏 | https://www.nikkei.com/article/DGXZQOGN231UZ0T20C26A3000000/ | |
| 2026-03-24 | 米国株、ダウ反発 「イラン発電所の攻撃延期」表明で買い | https://www.nikkei.com/article/DGXZQOFL23A8D0T20C26A3000000/ | |
| 2026-03-24 | OpenAI、核融合新興の電力調達へ データセンター向け | https://www.nikkei.com/article/DGXZQOGN23AR90T20C26A3000000/ | |
| 2026-03-24 | 日本板硝子、規模の呪縛が招いた転落 ペロブスカイトに再建託す | https://www.nikkei.com/article/DGXZQOUC186PG0Y6A310C2000000/ | |
| 2026-03-24 | 「新金融」へ政治主導、即時決済・トークン経済圏 自民が議論着手へ | https://www.nikkei.com/article/DGXZQOUA195KA0Z10C26A3000000/ | |
| 2026-03-24 | AIが人間に「差別された」と主張 中傷文書を公開、自信家設定で暴走 | https://www.nikkei.com/article/DGXZQOUC024MA0S6A300C2000000/ | |
| 2026-03-24 | 米国、レアアース大国へグランドデザイン 供給網や備蓄など包括戦略 | https://www.nikkei.com/article/DGXZQOGN194E90Z10C26A2000000/ | |
| 2026-03-24 | KOKUSAI初の実質無借金へ 負債が3年で半減、自社株買い検討 | https://www.nikkei.com/article/DGXZQOUB0946P0Z00C26A3000000/ | |
| 2026-03-24 | エンジン部品技術でデータセンター冷却装置 愛知のマルヤス工業 | https://www.nikkei.com/article/DGXZQOFD191VW0Z10C26A3000000/ | |
| 2026-03-24 | ヤマックス、低炭素型コンクリに布石 熊本の工場生産能力2割増 | https://www.nikkei.com/article/DGXZQOJC273NV0X20C26A2000000/ | |
| ダイヤモンドオンライン | |||
| Mar 23 21:00 | 外国人が2.4兆円も爆買い。日本人には手が届かない不動産・地価に迫る「下落」の足音 | https://diamond.jp/articles/-/386497 | |
| Mar 23 20:00 | 最悪のタイミングでも「外交的勝利」…日米首脳会談で高市首相がトランプを納得させた理由 | https://diamond.jp/articles/-/386505 | |
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| Mar 20 22:50 | 【AI需要が世界を変えた】インテルも注目する方法で“ほぼ小型の冷蔵庫”な量子コンピュータが誕生！鍵は「半導体」だった？ | https://diamond.jp/articles/-/386329 | |
| Tom’s Hardware | |||
| 2026-03-23 21:21 | Alibabaに掲載されたシャヘド神風ドローン出品に懸念 ― AI誘導システムが搭載され、「人、建物、車両、船舶など」にロックオンするとされる | Concerns raised over Shahed kamikaze drone listings on Alibaba – they featured AI guidance to lock onto ‘people, building, vehicles, ships, etc’ | https://www.tomshardware.com/tech-industry/concerns-raised-over-shahed-kamikaze-drone-listings-on-alibaba-they-featured-ai-guidance-to-lock-onto-people-building-vehicles-ships-etc |
| TechPowerup | |||
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| 2026-03-23T17:21:55+00:00 | カプコン、ゲーム開発の効率化のために生成AIを採用するが、最終成果物には使用しないことを明らかに | Capcom Reveals It Will Use Generative AI in Game Dev for Effiency, but Not Final Assets | https://www.techpowerup.com/347634/capcom-reveals-it-will-use-generative-ai-in-game-dev-for-effiency-but-not-final-assets |
| 2026-03-23T16:36:18+00:00 | GameSir、ドラゴンズドグマ2エディション向けG7 Proゲームコントローラーを発表 | GameSir Announces G7 Pro Dragon’s Dogma 2 Edition Game Controller | https://www.techpowerup.com/347633/gamesir-announces-g7-pro-dragons-dogma-2-edition-game-controller |
| 2026-03-23T16:34:30+00:00 | スクウェア・エニックス、ドラゴンクエストX向けにGoogle Gemini搭載のゲーム内チャットボットを発表 | Square Enix Reveals Google Gemini-Powered In-Game Chatbot for Dragon Quest X | https://www.techpowerup.com/347631/square-enix-reveals-google-gemini-powered-in-game-chatbot-for-dragon-quest-x |
| 2026-03-23T15:43:46+00:00 | AMD、FSR 4.1とRay Regeneration 1.1を搭載したFSR SDK v2.2をリリース | AMD Releases FSR SDK v2.2 with FSR 4.1 and Ray Regeneration 1.1 | https://www.techpowerup.com/347632/amd-releases-fsr-sdk-v2-2-with-fsr-4-1-and-ray-regeneration-1-1 |
| 2026-03-23T15:24:23+00:00 | Pearl Abyss、AI生成によるゲーム内アートワークについて謝罪―「AI利用の事実を明示すべきだった」 | Pearl Abyss Apologizes for AI-Generated In-Game Artwork “We Should Have Clearly Disclosed Our Use of AI” | https://www.techpowerup.com/347630/pearl-abyss-apologizes-for-ai-generated-in-game-artwork-we-should-have-clearly-disclosed-our-use-of-ai |
| EETimes Taiwan | |||
| 2026-03-23 | Itenest、DesignCon 2026で初登場 | Itenest首次亮相DesignCon 2026 | https://www.eettaiwan.com/20260323nt41-itenest/ |
| 2026-03-23 | MWC 2026：通信業界が高リスクで『IQ時代』に挑む | MWC 2026：電信業高風險押注「IQ時代」 | https://www.eettaiwan.com/20260323nt01-mwc-2026-telecom-high-stakes-bet-on-the-iq-era/ |
| 2026-03-23 | 次世代半導体戦略：SiCとGaNがパワー市場の地図を塗り替える | 寬能隙半導體新戰局：SiC與GaN改寫功率版圖 | https://www.eettaiwan.com/20260323nt51-the-evolving-landscape-of-sic-and-gan-markets/ |
| 2026-03-23 | 大手企業の後押しで、2026年の世界ARグラス出荷台数は95万台に達する | 大廠推波助瀾 2026年全球AR眼鏡出貨將達95萬台 | https://www.eettaiwan.com/20260323nt21-2026-global-ar-glasses/ |
| EETimes Asia | |||
| 2026-03-23 | AEMとASE Ink、AIおよびHPCテストの革新を加速するためのパートナーシップ | AEM and ASE Ink Partnership to Accelerate AI and HPC Test Innovation | https://www.eetasia.com/aem-and-ase-ink-partnership-to-accelerate-ai-and-hpc-test-innovation/ |
| 2026-03-23 | なぜデータセンター向けチップは自動車環境で故障するのか | Why Data Center Chips Fail in Automotive Environments | https://www.eetasia.com/why-data-center-chips-fail-in-automotive-environments/ |
| 2026-03-23 | 2028年までに、AIサーバー向け計算ASICのHBM需要が35倍に成長すると予測される | HBM Demand for AI Server Compute ASICs Forcast to Grow 35x by 2028 | https://www.eetasia.com/hbm-demand-for-ai-server-compute-asics-forcast-to-grow-35x-by-2028/ |
| 2026-03-23 | SamsungとAMD、次世代AIメモリソリューションにおける連携を強化 | Samsung and AMD Strengthen Collaboration on Next-Gen AI Memory Solutions | https://www.eetasia.com/samsung-and-amd-strengthen-collaboration-on-next-gen-ai-memory-solutions/ |
| 2026-03-23 | pSemi、APEC 2026において急速充電対応モバイル機器および次世代ヒューマノイドロボット向けのパワーソリューションを展示 | pSemi Showcases Power Solutions for Fast‑charging Mobile Devices, Next‑Gen Humanoid Robotics at APEC 2026 | https://www.eetasia.com/psemi-showcases-power-solutions-for-fast%e2%80%91charging-mobile-devices-next%e2%80%91gen-humanoid-robotics-at-apec-2026/ |
| 2026-03-23 | Applied Angstrom Technology、AIハードウェア開発のためシンガポールにR&Dセンターを開設 | Applied Angstrom Technology Opens Singapore R&D Center for AI Hardware Development | https://www.eetasia.com/applied-angstrom-technology-opens-singapore-rd-center-for-ai-hardware-development/ |
| EETimes India | |||
| 2026-03-23 | AEMとASE Inkの提携でAIおよびHPCテストの革新を加速 | AEM and ASE Ink Partnership to Accelerate AI and HPC Test Innovation | https://www.eetindia.co.in/aem-and-ase-ink-partnership-to-accelerate-ai-and-hpc-test-innovation/ |
| 2026-03-23 | Digilent、高速・高帯域幅のMSOを発売 | Digilent to Launch High-speed, High-bandwidth MSOs | https://www.eetindia.co.in/digilent-to-launch-high-speed-high-bandwidth-msos/ |
| 2026-03-23 | InfineonとUMCがサプライチェーンの排出削減を促進するために提携 | Infineon and UMC Partner to Promote Supply Chain Emissions Reductions | https://www.eetindia.co.in/infineon-and-umc-partner-to-promote-supply-chain-emissions-reductions/ |
| 2026-03-23 | Wolfspeedの300mm SiCプラットフォームで次世代AIおよびHPCパッケージングソリューションを実現 | Wolfspeed 300mm SiC Platform to Enable Next‑Gen AI and HPC Packaging Solutions | https://www.eetindia.co.in/wolfspeed-300mm-sic-platform-to-enable-next%e2%80%91gen-ai-and-hpc-packaging-solutions/ |
| 2026-03-23 | インド、Semicon Indiaおよび新たなイノベーションプログラムを通じて半導体研究開発の取り組みを拡大 | India Expands Semiconductor R&D Push Through Semicon India and New Innovation Programs | https://www.eetindia.co.in/india-expands-semiconductor-rd-push-through-semicon-india-and-new-innovation-programs/ |
| ZDNET Korea | |||
| 2026-03-23 | “金融機関の脆弱性評価を869件に拡大”…金融情報院、情報共有セミナー | “금융기관 취약점 평가 869개로 확대”…금보원, 정보공유 세미나 | https://www.zdnet.co.kr/20260323231723” title=” |
| 2026-03-23 | フォーティネット、‘RSAC 2026’に参加…エージェンティックAI搭載の統合セキュリティ公開 | 포티넷, ‘RSAC 2026’ 참가…에이전틱AI 기반 통합보안 공개 | https://www.zdnet.co.kr/20260323220508” title=” |
| 2026-03-23 | カスペルスキー、市場調査機関QKSに選定され『企業サイバーセキュリティリーダー』に選ばれる | 카스퍼스키, 시장조사기관 QKS 선정 ‘기업 사이버보안 리더’ 뽑혀 | https://www.zdnet.co.kr/20260323215647” title=” |
| 2026-03-23 | CSOT、サムスンディ스プレイに対して特許訴訟を提起…OLED特許3件の侵害を主張 | CSOT, 삼성디스플레이 상대 특허소송 제기…OLED 특허 3건 침해 주장 | https://www.zdnet.co.kr/20260323210003” title=” |
| 2026-03-23 | IITP、‘MWC26’テクニカルレビュー報告書を刊行 | IITP, ‘MWC26’ 테크니컬 리뷰 보고서 발간 | https://www.zdnet.co.kr/20260323213850” title=” |
| 2026-03-23 | 米国国防省「アントロピック・クロードを6ヶ月以内に代替する」と宣言…現場の兵士たちは反発 | 미 국방부 “앤트로픽 클로드 6개월 내 대체” 자신…현장 군인들은 반발 | https://www.zdnet.co.kr/20260323212422” title=” |
| 2026-03-23 | 韓国情報産業連合会「WTOの電子送信の無関税猶予を延長すべき」 | 한국정보산업연합회 “WTO 전자적 전송 무관세 유예 연장해야” | https://www.zdnet.co.kr/20260323205031” title=” |
| 2026-03-23 | KAIST、中部圏と3特区でグローバルメガバレーの育成 | KAIST, 중부권·3특에 글로벌 메가밸리 육성 | https://www.zdnet.co.kr/20260323200314” title=” |
| 2026-03-23 | LG化学、ヨ스 NCC第2工場の生産を停止…中東戦争の影響 | LG화학, 여수 NCC 2공장 생산 중단…중동 전쟁 여파 | https://www.zdnet.co.kr/20260323183554” title=” |
| 2026-03-23 | [人事] 産業通商部 | [인사] 산업통상부 | https://www.zdnet.co.kr/20260323184651” title=” |
| 2026-03-23 | “人材か事業か”…国内のAI上場企業、極端に異なる生存戦略 | “인력이냐 사업이냐”…국내 AI 상장사, 극과 극 갈린 생존 전략 | https://www.zdnet.co.kr/20260323182733” title=” |
| 2026-03-23 | ヨンドク風力発電機、今回も火災… 作業員1名死亡、2名行方不明 | 영덕 풍력 발전기 이번엔 화재… 작업자 1명 숨지고 2명 실종 | https://www.zdnet.co.kr/20260323181400” title=” |
| 2026-03-23 | [今のAI] 芸能界を一変させるAI…俳優・歌手の雇用はなくなるのか | [AI는 지금] 연예계 판 바꾸는 AI…배우·가수 일자리 사라질까 | https://www.zdnet.co.kr/20260323175829” title=” |
| 2026-03-23 | [ZD SWトゥデイ] KOSA、SW・ICT機器・情報保護需要予報説明会など開催 | [ZD SW 투데이] KOSA, SW·ICT장비·정보보호 수요예보 설명회 개최 外 | https://www.zdnet.co.kr/20260323180128” title=” |
| 2026-03-23 | キム・ナンド教授「フランチャイズには『ケンタウロス型人材』が必要だ」 | 김난도 교수 “프랜차이즈에 ‘켄타우로스형 인재’ 필요해” | https://www.zdnet.co.kr/20260323174643” title=” |
| 2026-03-23 | 国産フィジカルAI技術で製造競争力を拡大…輸出も狙う | 토종 피지컬AI 기술로 제조 경쟁력 확대…수출까지 넘본다 | https://www.zdnet.co.kr/20260323174820” title=” |
| 2026-03-23 | K-POP公演の中継もNetflixが独占するのか | K팝 공연 중계도 넷플릭스가 쓸어담을까 | https://www.zdnet.co.kr/20260323172345” title=” |
| 2026-03-23 | 専門家ら「個人情報保護のパラダイムを予防中心に切り替えるべきだ」 | 전문가들 “개인정보보호 패러다임 사전예방 중심 바꿔야” | https://www.zdnet.co.kr/20260323160113” title=” |
| 2026-03-23 | Wemade『Legend of Mir』、フィリピンで利用者招待イベントを終了 | 위메이드 ‘레전드오브이미르’, 필리핀서 이용자 초청 행사 마무리 | https://www.zdnet.co.kr/20260323174128” title=” |
| 2026-03-23 | Cafe24、30億ウォン規模の自社株買い消却…「株主価値の向上」 | 카페24, 30억원 규모 자사주 소각…”주주가치 제고” | https://www.zdnet.co.kr/20260323173251” title=” |
| 中央日報 | |||
| 2026-03-24 | [ライフトレンド] 半導体材料・装置の独自技術でグローバル市場を攻略 | [라이프 트렌드] 반도체 소재·장비 독자 기술력으로 글로벌 시장 공략 | https://www.joongang.co.kr/article/25414227 |
| 2026-03-24 | [ライフトレンド] 窒化ホウ素制御技術で次世代電池産業を牽引 | [라이프 트렌드] 질화붕소 제어 기술로 차세대 전지 산업 이끌어 | https://www.joongang.co.kr/article/25414225 |
| 2026-03-24 | Uターンする海外投資家に恩恵を与える口座が登場…為替の落ち着きに効果はあるのか | 유턴하는 서학개미 혜택 주는 계좌 출시…환율 진정 효과 볼까 | https://www.joongang.co.kr/article/25414155 |
| 2026-03-24 | LGイノテック 「基板をフル稼働中…車載分野も今年20%伸ばす」 | LG이노텍 “기판 풀가동 중…전장도 올 20% 키울 것” | https://www.joongang.co.kr/article/25414150 |
| 2026-03-24 | JPモルガン 「激動する韓国株式市場、バリューアップがゲームチェンジャー」 | JP모건 “널뛰는 한국 증시, 밸류업이 게임 체인저” | https://www.joongang.co.kr/article/25414154 |
| 2026-03-23 | 症状を入力すれば病院の予約まで… NAVERが全サービスに『特化型AIアシスタント』を導入 [ペックプル] | 증상 치면 병원 예약까지… 네이버 모든 서비스에 ‘특화 AI 비서’ 심는다 [팩플] | https://www.joongang.co.kr/article/25414064 |
| BAIDU | |||
| 昨天22:25 | STマイクロエレクトロニクス：华虹宏力が委託製造した最初のSTM32ウェハ製品の納品が開始されました | 意法半导体:首批由华虹宏力代工的STM32晶圆产品已开启交付 | https://baijiahao.baidu.com/s?id=1860463772978211783&wfr=spider&for=pc |
| 昨天17:40 | STマイクロエレクトロニクス：中国国内で製造されたSTM32マイコンの納品が開始されました | 意法半导体:中国本地造STM32微控制器已开启交付 | https://baijiahao.baidu.com/s?id=1860445247599178364&wfr=spider&for=pc |
| 昨天16:06 | STマイクロエレクトロニクス（STM.US）、华虹と連携し現地でSTM32を納品、MCUの国産サプライチェーンに新たな章を開く | 意法半导体(STM.US)联手华虹本地交付STM32 开启MCU国产供应链新篇章 | https://baijiahao.baidu.com/s?id=1860443012636298461&wfr=spider&for=pc |
| 昨天20:10 | イーロン・マスク、大規模計画を発表：AI専用半導体の量産を目指す | 马斯克宣布大计划:将量产AI专用半导体 | https://baijiahao.baidu.com/s?id=1860454840380190034&wfr=spider&for=pc |
| 昨天20:38 | イーロン・マスク、AI半導体量産計画を発表 | 马斯克宣布AI半导体量产计划 | https://baijiahao.baidu.com/s?id=1860457009400931132&wfr=spider&for=pc |
| 昨天16:50 | インテルが買収できなかった高塔半導体の時価総額が急上昇し、イスラエルで3番目の上場企業となる | 英特尔没能买下的高塔半导体市值飙升,成以色列第三大上市公司 | https://baijiahao.baidu.com/s?id=1860442104857633501&wfr=spider&for=pc |
| 昨天23:54 | 龙图光罩、資金調達額を14.6億元以内に設定し、40nm〜28nmの半導体マスク版の生産能力を展開 | 龙图光罩拟募资不超14.6亿元 布局40nm—28nm半导体掩模版产能 | https://baijiahao.baidu.com/s?id=1860469119363296133&wfr=spider&for=pc |
| 昨天16:53 | 深圳华强：华强半導体が昇騰モジュールソリューションを携え、ファーウェイのパートナーカンファレンスに登場 | 深圳华强:华强半导体携昇腾模组解决方案亮相华为合作伙伴大会 | https://www.stcn.com/article/detail/3692417.html |
| 昨天14:57 | 20cm速達｜科創チップETF（国泰(589100)）が約5%下落、半導体チップ業界の長期的な動向は… | 20cm速递|科创芯片ETF国泰(589100)跌近5%,半导体芯片行业长期趋势… | https://baijiahao.baidu.com/s?id=1860435115980806573&wfr=spider&for=pc |
| 3小时前 | 今月中に約350の上場企業が機関投資家の調査を受け、半導体や新エネルギー分野などが注目される | 月内近350家上市公司获机构调研 半导体、新能源等赛道受青睐 | http://news.10jqka.com.cn/20260324/c675491864.shtml |
