Today’s semiconductor news was a day of vividly intertwined geopolitical risks surrounding the supply chain and the massive capital flows associated with the explosive expansion of AI infrastructure. Astronomical investments for next-generation hegemony have been made one after another, including Elon Musk’s “U.S. version of TSMC” concept with a total investment of 2,000 trillion yen and SK Hynix’s plan to secure 100 trillion won of funding. In addition, the announcement of Arm’s own “AGI CPU” has also greatly shaken up the power structure of the AI chip market. At the same time, physical and structural challenges that could hinder the industry’s speed of growth have been highlighted, such as concerns over power component supply shortages following Micron’s factory expansion, ASML’s strike, and TSMC’s data leakage incident.
TOC
Main News
- Elon Musk Announces “TERAFAB” Semiconductor Plant Concept, which will be “American Version of TSMC”
Elon Musk has announced his own semiconductor plant concept, TERAFAB. The total investment is estimated to be on the order of 2,000 trillion yen. This is an ambitious move that has the potential to fundamentally change the structure of the global semiconductor supply chain. - Arm Announces In-house AGI CPU Using TSMC’s 3nm Process
Semiconductor design giant Arm has announced its in-house silicon product, the AGI CPU, manufactured using TSMC’s state-of-the-art 3nm process. The data center-oriented chip promises to deliver up to twice the performance of x86 processors for customers such as Meta. Targeting the rapidly growing demand for agent-based AI, TSMC is making a major shift in its business model from providing design licenses to manufacturing and supplying its own chips. - Micron’s Expansion in Singapore May Cause Global Transformer Shortage
Memory giant Micron’s plans to rapidly expand its Singapore base may cause a global shortage of transformers, which are essential for power infrastructure. The huge demand for electricity to meet the increased production of memory for AI infrastructure is putting pressure on the supply chain for related components, and there are fears that this could result in severe delays for AI data center construction projects around the world. - Samsung Electronics’ 2nm Process Yield Surpasses 60%, Improves 3x in Six Months
Samsung Electronics’ cutting-edge 2nm process wafer yield has surpassed the 60% barrier and rapidly tripled in the past six months. The company is overcoming manufacturing challenges in miniaturization technology and is gaining a strong competitive edge in the battle for next-generation process supremacy with competing foundries such as TSMC. Stabilization of yield is an important milestone in our efforts to win customers and establish a mass production system. - Denso Proposes Acquisition of ROHM to Strengthen Automotive and Power Semiconductors
It has been reported that Denso, a member of the Toyota Motor Corporation group, has proposed an acquisition of ROHM, a major Japanese semiconductor manufacturer. The acquisition is aimed at strengthening ROHM’s in-vehicle semiconductor and power control technologies, demand for which is rapidly increasing with the spread of electric vehicles and automated driving. This move is a strategic move to facilitate a major reorganization in the Japanese power semiconductor industry and to build a stable supply chain. - SK H ynix Aims to Secure 100 Trillion Won in Net Cash for AI Investment
SK Hynix has set a goal of securing 100 trillion won in net cash to support long-term investments. It is also considering an ADR listing in the U.S. market in late 2026 and expanding investment in EUV lithography equipment. In order to respond to the explosively accelerating demand for AI and the competition in the development of next-generation memory, the company is rushing to increase its ability to raise funds in the global market and build a solid financial foundation to support its massive capital investments. - Taiwan Plans to Amend National Security Laws Following TSMC Data Leak
Following a data leakage incident allegedly involving a former senior vice president of TSMC, Taiwan authorities are planning to amend national security laws. Taiwan, which dominates the manufacturing of the world’s most advanced semiconductors, considers the outflow of important technology outside the country to be a serious security threat. As geopolitical tensions over technological hegemony rise, there is an urgent need to strengthen the legal framework and monitoring system to protect core intellectual property. - ASML Employees Go on Strike to Protest 1,700 Job Cuts
At ASML, the largest semiconductor lithography equipment manufacturer, employees have gone on strike to protest planned job cuts of 1,700 workers. Fluctuations in global semiconductor demand and a wave of industry restructuring are affecting the employment environment at the top equipment manufacturer, which boasts high profitability. The labor-management conflict at the company, which holds the bottleneck for advanced semiconductor manufacturing, is a cause for concern as it could cause delays in future equipment production and delivery schedules. - STMicroelectronics Builds Supply Chain for China through Alliance with Huahong
Semiconductor giant STMicroelectronics is promoting the construction of a “Made in China for China” supply chain through a strategic alliance with Chinese foundry Huahong. Amid the growing risk of supply chain fragmentation due to the U.S.-China conflict, this localization strategy aims to strengthen the local production system in China, the world’s largest semiconductor market, to ensure a stable supply of microcontroller products and other products and to expand market share. - Samsung has started production at its GaN foundry and is also preparing SiC samples.
Samsung Electronics has reportedly started foundry production of GaN, which is attracting attention as a next-generation power semiconductor. In addition, the company is also preparing SiC semiconductor samples. As highly efficient power management is required for electric vehicles, quick chargers, AI data centers, etc., the company is expanding its manufacturing portfolio from existing silicon-based semiconductors to compound semiconductors to capture new market demand.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Mar 25, 08:12 | 報道によると、サムスンがGaNファウンドリーでの生産を開始し、SiCサンプルの準備も進めている。 | Samsung reportedly set to begin GaN foundry production, prepare SiC samples | https://www.digitimes.com/news/a20260323VL203/samsung-production-gan-sic-semiconductor-foundry.html |
| Mar 25, 17:21 | マイクロンのシンガポール拡大計画が、世界的なトランスフォーマー不足を引き起こし、AIデータセンターの遅延を招く可能性がある。 | Micron’s Singapore expansion could trigger global transformer shortage and delay AI data centers | https://www.digitimes.com/news/a20260325PD205/micron-singapore-expansion-data-center-demand-2026.html |
| Mar 25, 16:23 | TSMCを超えて：コーリー・ファンがAIエキスポで台湾の巨大な3兆ドル規模のテックエコシステムを明かす。 | Beyond TSMC: Colley Hwang reveals Taiwan’s massive US$3 trillion tech ecosystem at AI Expo | https://www.digitimes.com/news/a20260325VL212/ai-expo-colley-hwang-tsmc-ai-taiwan.html |
| Mar 25, 11:35 | ARM、AGI CPUがエージェント型AI需要を狙う中でのチップへのシフトを擁護。 | Arm defends shift into chips as AGI CPU targets agentic AI demand | https://www.digitimes.com/news/a20260325VL205/arm-cpu-agi-chips-demand.html |
| Mar 25, 11:09 | 解説：台湾のチップ人材の流れが変化する様相－SMICとTerafabからの教訓。 | Commentary: How Taiwan’s chip talent flow is shifting—lessons from SMIC and Terafab | https://www.digitimes.com/news/a20260325PD214/semiconductors-talent-smic-tesla-taiwan.html |
| Mar 25, 17:50 | Yesiang、再生型フィルターとCaaSサブスクリプションを先駆け、2026年に二桁成長を目指す。 | Yesiang pioneers regenerative filters and CaaS subscription, eyes double-digit growth in 2026 | https://www.digitimes.com/news/a20260324PD220/2026-growth-revenue-advanced-process-wafer.html |
| Mar 25, 16:55 | ASML従業員、1,700人の人員削減に抗議しストライキを実施。 | ASML employees stage walkout against 1,700 job cuts | https://www.digitimes.com/news/a20260325PD236/asml-labor-layoffs-2026.html |
| Mar 25, 15:57 | デンソー、車載およびパワーコントロール強化のためRohmの買収を提案。 | Denso proposes acquisition of Rohm to strengthen automotive and power control | https://www.digitimes.com/news/a20260325PD235/denso-rohm-acquisition-automotive-power-semiconductors.html |
| Mar 25, 15:25 | サムスンの2nmウエハー歩留まりが60％を突破、半年で3倍に拡大。 | Samsung’s 2nm yield surpasses 60%, tripling in 6-month span | https://www.digitimes.com/news/a20260325PD232/samsung-2nm-wafer-manufacturing.html |
| Mar 25, 12:32 | TSMCの元上級副社長関与のデータ漏洩を受け、台湾が国家安全法の改正を計画。 | Taiwan plans national security law revisions after TSMC data breach involving former SVP | https://www.digitimes.com/news/a20260325PD221/tsmc-data-security-legal-taiwan.html |
| Mar 25, 12:11 | 華虹との提携により、STマイクロエレクトロニクスが『中国向け中国製』のサプライチェーンを構築。 | With Hua Hong partnership, STMicro builds ‘China for China’ supply chain | https://www.digitimes.com/news/a20260325PD210/stmicroelectronics-controller-ic-manufacturing-partnership-supply-chain.html |
| Mar 25, 12:04 | Tescan、半導体投資先として台湾と韓国を狙う。 | Tescan targets Taiwan and South Korea for semiconductor investment | https://www.digitimes.com/news/a20260324PD208/equipment-investment-taiwan-supplier-market.html |
| Mar 25, 10:49 | 分析：クアルコム、アジア事業の再編により台湾の戦略的重みを強化。 | Analysis: Qualcomm restructures Asia operations, giving Taiwan greater strategic weight | https://www.digitimes.com/news/a20260325PD207/qualcomm-taiwan-asia-6g-data.html |
| Mar 25, 10:15 | ブロードコム、光通信サプライチェーンの供給力問題が2027年までに緩和すると予測。 | Broadcom expects optical communication supply chain capacity issues to ease by 2027 | https://www.digitimes.com/news/a20260325PD209/broadcom-optical-communications-supply-chain-capacity-2026.html |
| Mar 25, 09:53 | TSMCの上級副社長ローラ・ホ氏、引退へ、Acerの独立取締役に就任予定。 | TSMC SVP Lora Ho to retire, set to join Acer as independent director | https://www.digitimes.com/news/a20260324PD231/tsmc-acer-taiwan-2026.html |
| Mar 25, 09:35 | SKハイニックス、AI需要の加速を背景に米国上場の可能性を模索し、EUV投資を拡大。 | SK Hynix files for potential US listing and ramps EUV investment as AI demand accelerates | https://www.digitimes.com/news/a20260325VL200/sk-hynix-stock-market-euv-investment-manufacturing.html |
| 日経 Tech Foresight | |||
| マイナビニュース テックプラス | |||
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| 2026-03-25 | Armが自社製CPUシリコン製品「AGI CPU」を発表、AIデータセンター向けに提供 | https://news.mynavi.jp/techplus/article/20260325-4257656/ | |
| 2026-03-25 | 吉川明日論の半導体放談 第366回 推論処理の計算力にリソースをシフトするAI各社 | https://news.mynavi.jp/techplus/article/semicon-366/ | |
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| TrendForce | |||
| 2026-03-25 | アリババ、AIエージェント向けRISC-V XuanTie C950 CPUを発表 5nmチップはTSMC製と報じられる | Alibaba Unveils RISC-V XuanTie C950 CPU for AI Agents, 5nm Chip Reportedly Made by TSMC | https://www.trendforce.com/news/2026/03/25/news-alibaba-unveils-risc-v-xuantie-c950-cpu-for-ai-agents-5nm-chip-reportedly-made-by-tsmc/ |
| 2026-03-25 | SKハイニックス、長期投資支援のための純現金100兆ウォン以上の確保を目指す ADRも2026年後半に検討 | SK hynix Aims to Secure ₩100T+ in Net Cash to Support Long-Term Investment; ADR Eyed for 2H26 | https://www.trendforce.com/news/2026/03/25/news-sk-hynix-aims-to-secure-%e2%82%a9100t-in-net-cash-to-support-long-term-investment-adr-eyed-for-2h26/ |
| 2026-03-25 | [インサイツ] メモリスポット価格更新：3月契約の堅持によりDRAMスポット勢い抑制、DDR4が最も弱い | [Insights] Memory Spot Price Update: DRAM Spot Momentum Constrained as March Contracts Hold, DDR4 Weakest | https://www.trendforce.com/news/2026/03/25/insights-memory-spot-price-update-dram-spot-momentum-constrained-as-march-contracts-hold-ddr4-weakest/ |
| 2026-03-25 | Arm、TSMC 3nmプロセスで初のAGI CPUを発表 Metaを含む顧客向けにx86と比べ最大2倍の性能を約束 | Arm Unveils First AGI CPU on TSMC 3nm; Meta Among Customers, Promising Up to 2× Performance vs. x86 | https://www.trendforce.com/news/2026/03/25/news-arm-unveils-first-agi-cpu-on-tsmc-3nm-meta-among-customers-promising-up-to-2x-performance-vs-x86/ |
| 2026-03-25 | チップ大手、台湾との連携を強化 Intel CEOタンがCOMPUTEXでヘッドライン、Qualcommも台湾の重要性を高める | Chip Giants Tighten Taiwan Links as Intel CEO Tan Headlines COMPUTEX, Qualcomm Elevates Taiwan | https://www.trendforce.com/news/2026/03/25/news-chip-giants-tighten-taiwan-links-as-intel-ceo-tan-headlines-computex-qualcomm-elevates-taiwan/ |
| Semiconductor Digest | |||
| 1 hour ago | SEMICON China 2026、AI時代と兆ドル規模の市場成長の中で戦略的機会を浮き彫りに | SEMICON China 2026 to Highlight Strategic Opportunities in the Era of AI and Trillion-Dollar Market Growth | https://www.semiconductor-digest.com/semicon-china-2026-to-highlight-strategic-opportunities-in-the-era-of-ai-and-trillion-dollar-market-growth/ |
| 2 hours ago | Agileo Automation、半導体装置OEM向けSEMI EDA導入促進のためにAgil’EDAを開始 | Agileo Automation Launches Agil’EDA to Accelerate SEMI EDA Adoption for Semiconductor Equipment OEMs | https://www.semiconductor-digest.com/agileo-automation-launches-agileda-to-accelerate-semi-eda-adoption-for-semiconductor-equipment-oems/ |
| 2 hours ago | シリコンナノスフェアを用いて、原子薄型半導体の光を増強しながら偏光性を保持 | Preserving Polarization While Boosting Light From Atomically Thin Semiconductors With Silicon Nanospheres | https://www.semiconductor-digest.com/preserving-polarization-while-boosting-light-from-atomically-thin-semiconductors-with-silicon-nanospheres/ |
| 2 hours ago | 金属錯体における『スピンフリップ』が、太陽電池の限界を超える飛躍に貢献する可能性 | ‘Spin-Flip’ in Metal Complexes Can Help Solar Cells Leap Beyond Limits | https://www.semiconductor-digest.com/spin-flip-in-metal-complexes-can-help-solar-cells-leap-beyond-limits/ |
| 3 hours ago | Hailo、ISC West 2026でインテリジェントセキュリティシステム向けの画期的エッジAIプロセッサを実証 | Hailo Demonstrates Groundbreaking Edge AI Processors for Intelligent Security Systems at ISC West 2026 | https://www.semiconductor-digest.com/hailo-demonstrates-groundbreaking-edge-ai-processors-for-intelligent-security-systems-at-isc-west-2026/ |
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| Tom’s Hardware | |||
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| TechPowerup | |||
| 2026-03-25T22:16:24+00:00 | 2026年5月から任天堂のファーストパーティ・デジタルエディションが物理版よりも安価に提供される | Nintendo First-Party Digital Editions Will Be Cheaper than Physical from May 2026 | https://www.techpowerup.com/347719/nintendo-first-party-digital-editions-will-be-cheaper-than-physical-from-may-2026 |
| 2026-03-25T20:14:21+00:00 | Maxsun、32GB搭載のArc Pro B70シリーズグラフィックスカードを発売 | Maxsun Launches 32 GB Arc Pro B70 Series Graphics Cards | https://www.techpowerup.com/347723/maxsun-launches-32-gb-arc-pro-b70-series-graphics-cards |
| 2026-03-25T19:15:10+00:00 | Edifier、HDMI eARC搭載のM90コンパクト100Wスピーカーを発売 | Edifier Releases M90 Compact 100 W Speakers with HDMI eARC | https://www.techpowerup.com/347722/edifier-releases-m90-compact-100-w-speakers-with-hdmi-earc |
| 2026-03-25T18:55:12+00:00 | SparkleがIntel Arc Pro B70およびIntel Arc Pro B65シリーズグラフィックスカードを発表 | Sparkle Announces Intel Arc Pro B70 and Intel Arc Pro B65 Series Graphics Cards | https://www.techpowerup.com/347721/sparkle-announces-intel-arc-pro-b70-and-intel-arc-pro-b65-series-graphics-cards |
| 2026-03-25T18:07:16+00:00 | CRKDがポケットサイズのATOM+キーチェーンコントローラーの進化版を発表 | CRKD Introduces the Next Evolution of Pocket-Sized ATOM+ Keychain Controller | https://www.techpowerup.com/347720/crkd-introduces-the-next-evolution-of-pocket-sized-atom-keychain-controller |
| 2026-03-25T17:40:20+00:00 | NVIDIA、ゲームのスタッタリング問題に対応するGeForce 596.02ホットフィックスベータドライバをリリース | NVIDIA Releases GeForce 596.02 Hotfix Beta Driver to Address Game Stuttering | https://www.techpowerup.com/347718/nvidia-releases-geforce-596-02-hotfix-beta-driver-to-address-game-stuttering |
| 2026-03-25T17:28:34+00:00 | Forza Horizon 6は、PCのシステム要件を緩和し、GTX 1650で1080p・60FPS、発売初日にSteam Deck対応を実現 | Forza Horizon 6 Gets Lax PC System Requirements—1080p, 60 FPS on GTX 1650 and Day-1 Steam Deck Support | https://www.techpowerup.com/347717/forza-horizon-6-gets-lax-pc-system-requirements-1080p-60-fps-on-gtx-1650-and-day-1-steam-deck-support |
| 2026-03-25T17:02:48+00:00 | NVIDIA DLSS 4がForza Horizon 6、Screamer、Subliminalに登場 | NVIDIA DLSS 4 Comes to Forza Horizon 6, Screamer & Subliminal | https://www.techpowerup.com/347716/nvidia-dlss-4-comes-to-forza-horizon-6-screamer-subliminal |
| 2026-03-25T16:47:01+00:00 | Iqunix、MQ80およびMagiシリーズのロープロファイルメカニカルキーボードにシェインスルーキーキャップのアップデートを計画 | Iqunix Plans Shine-Through Keycap Update for MQ80 and Magi-Series Low-Profile Mechanical Keyboard | https://www.techpowerup.com/347711/iqunix-plans-shine-through-keycap-update-for-mq80-and-magi-series-low-profile-mechanical-keyboard |
| 2026-03-25T16:27:46+00:00 | CRKDがULT PROワイヤレスゲーミングコントローラーを発表 | CRKD Announces ULT PRO Wireless Gaming Controller | https://www.techpowerup.com/347713/crkd-announces-ult-pro-wireless-gaming-controller |
| 2026-03-25T16:11:35+00:00 | Razerが2026年版Blade 16ゲーミングラップトップシリーズを発表 | Razer Introduces the 2026 Blade 16 Gaming Laptop Series | https://www.techpowerup.com/347712/razer-introduces-the-2026-blade-16-gaming-laptop-series |
| 2026-03-25T15:45:14+00:00 | Intel Arc Pro B70がNeweggに登場、発売は4月、価格は949.99ドル | Intel Arc Pro B70 Shows Up on Newegg With April Release Date and $949.99 Price | https://www.techpowerup.com/347710/intel-arc-pro-b70-shows-up-on-newegg-with-april-release-date-and-usd-949-99-price |
| EETimes Taiwan | |||
| 2026-03-25 | 2026年に最適な物流パートナーを選ぶための7つの基準 | 2026年選擇合適物流夥伴的七項標準 | https://www.eettaiwan.com/20260325nt61-seven-criteria-to-help-choose-the-right-logistics-partner-in-2026/ |
| 2026-03-25 | 車道から目的地へ：UWB駆動によるシームレスな屋内ナビゲーション | 從車道到目的地：由UWB驅動的無縫室內導航 | https://www.eettaiwan.com/20260325nt71-from-driveway-to-checkout-seamless-indoor-navigation-powered-by-uwb/ |
| 2026-03-25 | メモリ価格が600%上昇 ブロードバンドルーターとセットトップボックスの供給に影響 | 記憶體價格上漲600% 寬頻路由器與機上盒供應受影響 | https://www.eettaiwan.com/20260325nt21-memory-prices-rise/ |
| 2026-03-24 | Apple『米国製造』のチップも依然として台湾の先進封装に依存 | Apple「美國製造」晶片仍依賴台灣先進封裝 | https://www.eettaiwan.com/20260324nt01-apple-s-first-made-in-u-s-chips-fall-short-of-claim/ |
| 2026-03-24 | 中東の硝煙の中で変わりゆく電子産業の状況 | 中東硝煙下的電子產業變局 | https://www.eettaiwan.com/20260324nt61-the-transformation-of-the-electronics-industry-amidst-the-middle-east-conflict/ |
| 2026-03-24 | 動力のボトルネックを突破する鍵―固体電池がヒューマノイドロボットの商用化を後押し | 成突破動力瓶頸關鍵 固態電池助人形機器人邁向商用化 | https://www.eettaiwan.com/20260324nt21-solid-state-batteries-are-key-to-the-commercialization-of-humanoid-robots/ |
| EETimes Asia | |||
| 2026-03-25 | SiemensのAIエージェントが半導体、3D IC、PCBシステムワークフロー全体で自動化を可能にする | Siemens AI Agent Enables Automation Across Semiconductor, 3D IC, PCB System Workflows | https://www.eetasia.com/siemens-ai-agent-enables-automation-across-semiconductor-3d-ic-pcb-system-workflows/ |
| 2026-03-25 | TrendForce：CSPが自社開発のASICを増やす中、NVIDIAがAIトレーニングおよび推論向けポートフォリオを強化 | TrendForce: As CSPs Increasingly Self-develop ASICs, NVIDIA Boosts Portfolio for AI Training, Inference | https://www.eetasia.com/trendforce-as-csps-increasingly-self-develop-asics-nvidia-boosts-portfolio-for-ai-training-inference/ |
| 2026-03-25 | Kulicke & Soffaがメモリ重視のインターコネクトポートフォリオを拡大 | Kulicke & Soffa Expands Memory-focused Interconnect Portfolio | https://www.eetasia.com/kulicke-soffa-expands-memory-focused-interconnect-portfolio/ |
| 2026-03-25 | SEMIFIVEが連続的なNPUプロジェクトの獲得によりAI ASIC市場を牽引 | SEMIFIVE Leads AI ASIC Market with Successive NPU Project Wins | https://www.eetasia.com/semifive-leads-ai-asic-market-with-successive-npu-project-wins/ |
| 2026-03-25 | ディープテックと精密製造がどのようにアジアの成長物語を形成するか | How Deep-Tech and Precision Manufacturing Will Shape Asia’s Growth Story | https://www.eetasia.com/how-deep-tech-and-precision-manufacturing-will-shape-asias-growth-story/ |
| 2026-03-24 | 5GとエッジAIの成長が5Gチップセット市場を2031年までに930億ドル超に押し上げる | 5G and Edge AI Growth to Drive 5G Chipset Market to Cross $93B by 2031 | https://www.eetasia.com/5g-and-edge-ai-growth-to-drive-5g-chipset-market-to-cross-93b-by-2031/ |
| 2026-03-24 | TIが新しいパワーモジュールにより、データセンターおよび電気自動車の電力密度を向上 | TI Advances Power Density in Data Centers, EVs with New Power Modules | https://www.eetasia.com/ti-advances-power-density-in-data-centers-evs-with-new-power-modules/ |
| 2026-03-24 | Analog Devicesが新たなタイ工場によりアジアでの存在感を強化 | Analog Devices Strengthens Presence in Asia with New Thailand Facility | https://www.eetasia.com/analog-devices-strengthens-presence-in-asia-with-new-thailand-facility/ |
| 2026-03-24 | Keysightが1.6Tのインターコネクト検証技術を強化 | Keysight Enhances 1.6T Interconnect Validation Tech | https://www.eetasia.com/keysight-enhances-1-6t-interconnect-validation-tech/ |
| EETimes India | |||
| 2026-03-25 | Keysightが1.6Tインターコネクト検証技術を強化 | Keysight Enhances 1.6T Interconnect Validation Tech | https://www.eetindia.co.in/keysight-enhances-1-6t-interconnect-validation-tech/ |
| 2026-03-25 | Synopsysのソフトウェア定義ハードウェア支援検証がAIの普及を促進 | Synopsys Software-defined Hardware-assisted Verification Enables AI Proliferation | https://www.eetindia.co.in/synopsys-software-defined-hardware-assisted-verification-enables-ai-proliferation/ |
| 2026-03-25 | InfineonとZenergizeが、インドのエネルギー転換に向けたパワーエレクトロニクス技術の進展を推進するために提携 | Infineon and Zenergize Partner to Advance Power Electronics for India’s Energy Transition | https://www.eetindia.co.in/infineon-and-zenergize-partner-to-advance-power-electronics-for-indias-energy-transition/ |
| ZDNET Korea | |||
| 2026-03-26 | イーマート、2列のキンパを3980ウォンで提供 | 이마트, 두 줄 김밥 3980원에 선보인다 | https://www.zdnet.co.kr/20260325164452%22%20title=%22 |
| 2026-03-25 | [現場] AI時代、セキュリティ担当者は5年後にも生存できるのか？…50名余りが集まって討議 | [현장] AI시대, 보안 담당자들 5년후에도 생존?…50여명 모여 토의 | https://www.zdnet.co.kr/20260325224821%22%20title=%22 |
| 2026-03-25 | アートコリアラボ、『2026 AI＋技術融合オープンイノベーション』公募 | 아트코리아랩, ‘2026 AI+기술융합 오픈이노베이션’ 공모 | https://www.zdnet.co.kr/20260325220920%22%20title=%22 |
| 2026-03-25 | 「幸福経営CEO育成」…『幸福経営大学』19期生入学 | “행복경영 CEO 양성”…’행복한경영대학’ 19기 입학 | https://www.zdnet.co.kr/20260325213744%22%20title=%22 |
| 2026-03-25 | ケイサイン、パートナー向け『実務型暗号化技術ウェビナー』を開催 | 케이사인, 파트너 대상 ‘실무형 암호화 기술 웨비나’ 개최 | https://www.zdnet.co.kr/20260325212909%22%20title=%22 |
| 2026-03-25 | [人事] 産業通商部 | [인사] 산업통상부 | https://www.zdnet.co.kr/20260325204018%22%20title=%22 |
| 2026-03-25 | [カードニュース] 手のひらサイズのサバと高騰した価格の秘密 | [카드뉴스] 손바닥만 한 고등어와 비싸진 가격의 비밀 | https://www.zdnet.co.kr/20260325092753%22%20title=%22 |
| 2026-03-25 | インテリビックス、コスダック上場事前審査申請書を提出 | 인텔리빅스, 코스닥 상장 예비심사청구서 제출 | https://www.zdnet.co.kr/20260325194418%22%20title=%22 |
| 2026-03-25 | サラミン、ファンヒョンスン代表再任…ポートフォリオの多角化が奏功 | 사람인, 황현순 대표 재선임…포트폴리오 다각화 주효 | https://www.zdnet.co.kr/20260325184350%22%20title=%22 |
| 2026-03-25 | AIスタートアップ・マヌス、『脱中国』戦略は失敗するのか…「役員出国制限」 | AI 스타트업 마누스, ‘탈중국’ 전략 실패하나…”임원 출국 제한” | https://www.zdnet.co.kr/20260325183523%22%20title=%22 |
| 2026-03-25 | ネクソン メイプルワールド、新規ワールド『ピクトラモンスター』を正式に発売 | 넥슨 메이플월드, 신규 월드 ‘픽트라 몬스터’ 정식 출시 | https://www.zdnet.co.kr/20260325183430%22%20title=%22 |
| 2026-03-25 | LG、全事業所で車両の10部制を導入 | LG, 모든 사업장 차량 10부제 도입 | https://www.zdnet.co.kr/20260325182320%22%20title=%22 |
| 2026-03-25 | ジョイシティ、韓国歴史MMORPG『壬辰倭乱：朝鮮の反撃』の事前予約を開始 | 조이시티, 한국 역사 MMORPG ‘임진왜란: 조선의 반격’ 사전예약 실시 | https://www.zdnet.co.kr/20260325182132%22%20title=%22 |
| 2026-03-25 | 産業部、13校の特性化・マイスター高校を対象に、実務型輸出現場の専門家200名を育成 | 산업부, 13개 특성화·마이스터고 대상 실무형 수출 현장 전문가 200명 양성 | https://www.zdnet.co.kr/20260325182233%22%20title=%22 |
| 2026-03-25 | 米軍、イラン空爆にAIを投入…パランティアCTO「現代戦の転換点」 | 미군 이란 공습에 AI 투입…팔란티어 CTO “현대 전쟁 전환점” | https://www.zdnet.co.kr/20260325182114%22%20title=%22 |
| 2026-03-25 | ネットマーブル、ネットマーブルネオを100%子会社に組み入れ…二重上場の懸念を解消 | 넷마블, 넷마블네오 100% 자회사 편입…중복상장 우려 해소 | https://www.zdnet.co.kr/20260325175846%22%20title=%22 |
| 2026-03-25 | ネクソンNYPC、戦略型プログラミング大会へ改編を予告…AI活用力に注目 | 넥슨 NYPC, 전략형 프로그래밍 대회로 개편 예고…AI 활용력 주목 | https://www.zdnet.co.kr/20260325181541%22%20title=%22 |
| 2026-03-25 | ネクソン、株主総会を通じてイジョンホン代表の再任を確定 | 넥슨, 주총 통해 이정헌 대표 연임 확정 | https://www.zdnet.co.kr/20260325180238%22%20title=%22 |
| 2026-03-25 | エスネットシステム、イナムジャク・キムヒョンウの各自代表体制を発足 | 에스넷시스템, 이남작·김형우 각자대표 체제 출범 | https://www.zdnet.co.kr/20260325180111%22%20title=%22 |
| 2026-03-25 | AI主導、3省庁が一堂に会す…「組織の仕切りを取り払った前代未聞の行事」 | AI 주도 3개 부처 한자리에…”조직 칸막이 허문 역대급 행사” | https://www.zdnet.co.kr/20260325175053%22%20title=%22 |
| 中央日報 | |||
| 2026-03-26 | 「サムスン工場誘致」「5万席ドーム球場」…途方もない公約を再び打ち出す理由 | “삼성공장 유치””5만석 돔구장”…황당공약 또 판치는 이유 | https://www.joongang.co.kr/article/25414899 |
| 2026-03-26 | 「もはや昔のような安定経営はできない、韓国でなければならない産業が必要だ」 | “이젠 과거처럼 안미경중 못해, 한국 아니면 안되는 산업 필요” | https://www.joongang.co.kr/article/25414874 |
| 2026-03-26 | 米国市場を狙うSKハイニックス…「AI投資用の現金100兆ウォンを目標とする」 | 미 증시 두드리는 SK하이닉스…“AI 투자용 현금 100조원 목표” | https://www.joongang.co.kr/article/25414852 |
| 2026-03-26 | クォンデヨン「堅実な金融システムが実体経済の衝撃を防ぐ」 | 권대영 “탄탄한 금융시스템, 실물 경제 충격 막을 것” | https://www.joongang.co.kr/article/25414853 |
| 2026-03-26 | ArmもAIチップ製造を宣言…「サムスン・ファウンドリでの生産も検討する」 | Arm도 AI칩 제조 선언…“삼성 파운드리 생산도 검토” | https://www.joongang.co.kr/article/25414850 |
| 2026-03-26 | ニューヨーク証券市場が上がればコスピも上がる？ もはやわからない | 뉴욕증시 오르면 코스피 오른다? 이젠 모른다 | https://www.joongang.co.kr/article/25414836 |
| BAIDU | |||
| 昨天20:48 | 上海最大規模の半導体展示会を直撃：中微、拓荆など国産半導体装置の大手が集中的に発表… | 直击上海最大规模半导体展:中微、拓荆等国产半导体设备龙头集中发… | https://baijiahao.baidu.com/s?id=1860638234728229556&wfr=spider&for=pc |
| 昨天22:16 | 米国株市場の異動｜半導体セクターが始値で上昇、米国のAMD（AMD.US）が5%以上上昇 | 美股异动|半导体板块盘初走强 美国超微公司(AMD.US)涨超5% | https://baijiahao.baidu.com/s?id=1860645943570261576&wfr=spider&for=pc |
| 昨天16:56 | SEMICONを直撃：華丞電子が主要な部品を通じて半導体産業の発展を支援 | 直击SEMICON,华丞电子以核心零部件助力半导体产业发展 | https://baijiahao.baidu.com/s?id=1860626404432496359&wfr=spider&for=pc |
| 昨天17:23 | 美畅股份：半導体材料の切断需要に対応し、専用のダイヤモンド工具を見事に開発… | 美畅股份:公司针对半导体材料的切割需求,成功研发出专用的金刚石… | https://baijiahao.baidu.com/s?id=1860625322615911707&wfr=spider&for=pc |
| 昨天19:44 | ダッソーシステムズ、SEMICON China 2026に出展：3D UNIV+RSESで半導体業界の加速を図る… | 达索系统亮相SEMICON China 2026 以3D UNIV+RSES 加速半导体行业… | https://baijiahao.baidu.com/s?id=1860634271137095349&wfr=spider&for=pc |
| 昨天18:54 | 東微半導、4.08億元で慧能泰半導体の株式支配権取得を目指す | 东微半导拟4.08亿元收购慧能泰半导体控股权 | http://www.eeo.com.cn/2026/0325/817935.shtml |
| 昨天16:30 | 株価評論｜全銘柄上昇！光ファイバー、電力、半導体が先頭 | 盘股论金|集体上涨!光纤、电力、半导体涨幅居前 | https://baijiahao.baidu.com/s?id=1860622009516932302&wfr=spider&for=pc |
| 昨天19:03 | イタリアの経済学者：半導体事業に携わるなら、中国へ来るべきだ | 意大利经济学家:如果你是做半导体的 你就来中国吧 | https://www.jwview.com/jingwei/html/m/03-25/664517.shtml |
| 昨天17:50 | 陝西源杰半導体テクノロジー股份有限公司、香港取引所への上場を申請 | 陕西源杰半导体科技股份有限公司递表港交所 | https://baijiahao.baidu.com/s?id=1860627225909635044&wfr=spider&for=pc |
| 昨天21:38 | 米国株半導体セクター、取引開始直後から上昇 | 美股半导体板块盘初走强 | https://baijiahao.baidu.com/s?id=1860641664167565960&wfr=spider&for=pc |
