Today’s semiconductor news clearly shows the explosive growth of the semiconductor market, driven by AI investments and geopolitical supply chain realignment. The entire industry is entering a strong growth cycle, with U.S. Bank predicting a $2 trillion semiconductor market in 2030 and Samsung experiencing a dramatic surge in profits due to soaring memory prices. There has also been a change in the framework for stable supply, with Samsung and SK hynix steering long-term contracts with giant tech companies. On the other hand, challenges such as restrictions on technological hegemony and human bottlenecks are deeply highlighted by the tightening of U.S. restrictions on DUV equipment exports to China and reports of a shortage of 300,000 semiconductor human resources in China.
TOC
Main News
- Samsung Profits Surge on Soaring Memory Prices, P4 Fab nearing completion
Samsung’s profits are surging on the back of soaring prices in the memory market, with the semiconductor chip division driving more than 90 percent of the company’s revenue, it has been revealed. The company’s P4 fab is nearing completion, which is expected to further expand its next-generation 1c DRAM production capacity. Driven by strong AI demand, the company is further solidifying its production system and revenue base as the leading manufacturer in the memory market. - Samsung and SK hy nix Convert to Long-Term Memory Contracts with Major Tech Firms
It has been reported that Samsung and SK hynix are restructuring the framework of their memory supply contracts, which were previously concluded on an annual basis, to long-term supply contracts of three to five years with giant technology companies.AI With the urgent need to secure stable supplies of high-performance memory for infrastructure construction, suppliers are also steering their strategies toward long-term profit stability. Meanwhile, Kioxia has also expressed confidence in its dividend, backed by the stability of its business. - Memory Shortages Continue, DDR5 Prices to Rise up to 50 Percent in Q2
As DDR4 and NAND flash supply shortages continue, Taiwanese module maker Transcend reported that it expects DDR5 prices to rise 40 to 50 percent in the second quarter. TrendForce forecasts also indicate that memory prices will continue to soar, with module maker executives noting that average selling prices have jumped up to five times The overheated demand for AI has led to tight market supply and demand and intense price increases. - U.S. Bank Upgrades Semiconductor Market Forecast to $2 Trillion by 2030
A U.S. investment bank has significantly raised its forecast for the global semiconductor market, predicting that the market size will reach $2 trillion by 2030. This is due to an explosion in structural demand for high-performance computing resources and high-capacity memory, driven by the rapid spread of generative AI and the expansion of automated driving and IoT devices. This massive market growth forecast is a powerful driver to further accelerate vigorous investment and innovation in the overall semiconductor ecosystem. - Global Semiconductor Equipment Orders for 2025 Reach $135 B illion, Up 15 Percent from Previous Year
SEMI reported that global semiconductor equipment orders for 2025 reached $135 billion, up 15 percent from the previous year, driven by investment in cutting-edge processes for AI semiconductors and high-density memory. In addition, government subsidies aimed at strengthening supply chains have also been a driving force. The business environment remains extremely favorable for equipment manufacturers as they continue to build new manufacturing facilities and expand production capacity worldwide. - U.S . Proposes Bill to Tighten Export Controls on DUV Equipment for China
The U.S. government has proposed new legislation that would further tighten restrictions on the export of chip manufacturing equipment to China. This time, not only state-of-the-art EUV lithography equipment, but also general-purpose DUV equipment is included as a target, with the clear aim of slowing the transition of SMIC and other Chinese semiconductor manufacturers to more advanced manufacturing processes. The conflict over technological hegemony between the U.S. and China is becoming more intense, and the global semiconductor supply chain is determined to be fragmented. - Cyient Acquires Majority Stake in Kinetic for India-Led Power IC Expansion
Cyient Semiconductors announced today that it has entered into an agreement to acquire a majority stake in Kinetic Technologies for $85 million. This strategic acquisition is intended to significantly accelerate the company’s expansion in the Indian-dominated power IC market. Amidst the ongoing geopolitical supply chain realignment, Indian semiconductor companies are increasing their presence in the design and manufacturing ecosystem through aggressive investments and mergers and acquisitions. - CXMT IPO Delay Eases DRAM Supply Risks and Supports Price Cycle
Chinese DRAM maker CXMT’s initial public offering has reportedly been delayed. The delay of the IPO is expected to put the brakes on the company’s massive capacity expansion plans, thus easing the risk of oversupply in the global DRAM market. This is being viewed favorably by the market as a supportive factor for major manufacturers, such as Samsung, to maintain the current strong price increase cycle. - SMIC Founder Says China’s Semiconductor Industry Faces Serious Talent Shortage of 300,000
The founder of SMIC has strongly warned that China’s semiconductor industry is currently facing a serious shortage of professional talent numbering approximately 300,000. China, which is rapidly building a self-sustaining domestic ecosystem and supply chain in response to U.S. export restrictions, has not been able to keep up with the training of high-level engineers who are responsible for chip design and manufacturing sites. The depletion of human resources, in contrast to the enormous investment of capital, has become a major bottleneck to growth. - Applied Materials Announces GAA Deposition Equipment for 2-nanoprocess
Applied Materials, a leading semiconductor equipment manufacturer, today announced two new deposition systems for the formation of GAA, the next-generation transistor structure for 2-nanoprocess and beyond. With the physical limits of miniaturization looming, this breakthrough technology is designed to improve the performance and yield of next-generation chips using three-dimensional structures. cutting-edge equipment ecosystem is playing an important role in the race to develop technologies to achieve extreme performance, such as AI semiconductors.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Apr 9, 11:27 | なぜ世界中のチップメーカーはTSMC認定サプライチェーンに参加したいのか | Why global chipmakers want to join TSMC’s certified supply chain | https://www.digitimes.com/news/a20260409PD217/tsmc-supply-chain-management-samsung.html |
| Apr 9, 12:00 | Samsung P4ファブ、完成に近づき1セルDRAM容量を拡大 | Samsung P4 fab nears completion, expanding 1c DRAM capacity | https://www.digitimes.com/news/a20260409PD216/samsung-equipment-dram-fab-2026.html |
| Apr 9, 10:42 | Cyient Semiconductors、Kinetic Technologiesに8500万ドルの過半数持分を取得し、インド主導のパワーIC拡大を加速 | Cyient Semiconductors closes US$85M majority stake in Kinetic Technologies, accelerating India-led power IC scale | https://www.digitimes.com/news/a20260409VL203/india-power-semiconductors-investment-silicon-design.html |
| Apr 9, 10:34 | CXMTのIPO遅延、DRAM供給リスクを緩和し価格サイクルを支援 | CXMT IPO delay eases DRAM supply risks, supports pricing cycle | https://www.digitimes.com/news/a20260408PD211/dram-cxmt-ipo-expansion-samsung.html |
| Apr 9, 10:26 | ChipX、マレーシア工場前にフォトニクスおよびパワーチップでAIデータセンター市場を狙う | ChipX targets AI data center market with photonics, power chips ahead of Malaysia fab | https://www.digitimes.com/news/a20260408VL214/photonics-startup-fab-data-center-silicon.html |
| Apr 9, 17:07 | ハプティックタッチパッドとAIビジョンチップがElanの2026年初頭の成長を牽引 | Haptic touchpads and AI vision chips propel Elan’s early 2026 growth | https://www.digitimes.com/news/a20260409PD250/elan-touchpad-ic-design-revenue-2026.html |
| Apr 9, 16:32 | モジュールメーカー幹部によると、メモリ不足が続き、平均販売価格が最大5倍に急上昇 | Memory shortage persists, ASPs surge up to fivefold, says module maker chief | https://www.digitimes.com/news/a20260409PD225/demand-transcend-ddr5-2026-ddr4.html |
| Apr 9, 16:07 | SamsungとSK Hynixは長期メモリ取引へ舵を切り、Kioxiaは配当に自信を示す | Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence | https://www.digitimes.com/news/a20260409VL214/memory-chips-price-samsung-sk-hynix-kioxia.html |
| Apr 9, 12:25 | AspeedとASMediaがIC設計業界のトップへ躍進 | Aspeed and ASMedia propelled to top IC design ranks | https://www.digitimes.com/news/a20260409PD228/aspeed-asmedia-ic-design-ai-chip-market.html |
| Apr 9, 11:42 | CPOはいつ本格量産に入るのか？ | When will CPO actually see mass production? | https://www.digitimes.com/news/a20260409PD219/cpo-technology-production-siph.html |
| Apr 9, 11:30 | Hon Precision、AIインフラ部品の需要急増を確認 | Hon Precision sees surging demand for AI infrastructure components | https://www.digitimes.com/news/a20260409PD200/demand-infrastructure-2026-revenue-shipments.html |
| Apr 9, 11:07 | GITEX AI Asiaがシンガポールでオープン、注目はインフラと展開へ移行 | GITEX AI Asia opens in Singapore as focus shifts to infrastructure, deployment | https://www.digitimes.com/news/a20260409VL208/gitex-2026-ai-infrastructure-data-center-singapore.html |
| Apr 9, 11:00 | Samsung、メモリ高騰で利益急増、収益の90%以上をチップが牽引 | Samsung profit jumps on memory rally, chips drive over 90% of earnings | https://www.digitimes.com/news/a20260408VL213/samsung-earnings-profit-dram-2026.html |
| Apr 9, 10:50 | Samsungファウンドリ、新たな2nm温度センサーIPを導入、チップの熱効率と面積効率を向上 | Samsung Foundry launches new 2nm temperature sensor IP to improve chip thermal and area efficiency | https://www.digitimes.com/news/a20260409PD226/samsung-foundry-temperature-screening-2nm-sensor-ip-efficiency.html |
| Apr 9, 10:35 | 中国は30万人の半導体人材不足に直面、SMIC創業者が警告 | China faces 300,000 semiconductor talent gap, warns SMIC founder | https://www.digitimes.com/news/a20260409PD222/china-semiconductor-industry-talent-training-policy.html |
| Apr 9, 10:22 | Phison Electronics、AIによる需要急増を見込み、小売メモリの価格変動を軽視 | Phison Electronics sees AI-driven demand surge, downplays retail memory price swings | https://www.digitimes.com/news/a20260408PD240/phison-demand-revenue-retail-nand.html |
| 日経 Tech Foresight | |||
| 2026-04-10 | 次世代EUV順調、ASML「稼働率8割に」 日本は2030年ごろ | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0821E0Y6A400C2000000 | |
| マイナビニュース テックプラス | |||
| 2026-04-09 | 住友化学が大阪工場に先端半導体用フォトレジスト技術棟の新設へ、2027年度末完成予定 | https://news.mynavi.jp/techplus/article/20260409-4317532/ | |
| 2026-04-09 | 熊本県立大が2027年4月に「半導体学部(仮称)」を開設へ、国内外から16名の専門家を招聘予定 | https://news.mynavi.jp/techplus/article/20260409-4316669/ | |
| 2026-04-09 | インフィニオン、AIコンピューティングの次世代電源供給を支えるTLVR統合モジュールを発表 | https://news.mynavi.jp/techplus/article/20260409-4316513/ | |
| 2026-04-09 | アプライド マテリアルズ、2nmプロセス以降のGAAトランジスタ形成向け成膜装置2機種を発表 | https://news.mynavi.jp/techplus/article/20260409-4316363/ | |
| 2026-04-09 | IBM×Arm、エンタープライズコンピューティングで戦略的協業 | https://news.mynavi.jp/techplus/article/20260409-4316156/ | |
| 2026-04-09 | メモリ価格の高騰は2026年第2四半期も継続、DRAM6割/NAND7割上昇とTrendForceが予測 | https://news.mynavi.jp/techplus/article/20260409-4316104/ | |
| 2026-04-09 | 水晶発振器の臨界相互コンダクタンスに関する明確な真実 | https://news.mynavi.jp/techplus/article/20260409-4312374/ | |
| TrendForce | |||
| 2026-04-09 | サムスンの2nm Exynos 2700ベンチマークが報告され、Qualcommに対する効率面での優位性の可能性を示唆 | Samsung 2nm Exynos 2700 Benchmark Reportedly Surfaces, Signals Potential Efficiency Edge Over Qualcomm | https://www.trendforce.com/news/2026/04/09/news-samsung-2nm-exynos-2700-benchmark-reportedly-surfaces-suggesting-potential-efficiency-edge-over-qualcomm/ |
| 2026-04-09 | 台湾のモジュールメーカーTranscend、DDR5価格が第2四半期に40–50%上昇するとの報告 | Taiwanese module maker Transcend Reportedly Sees 40–50% DDR5 Price surge in Q2 | https://www.trendforce.com/news/2026/04/09/news-taiwanese-module-maker-transcend-reportedly-sees-40-50-ddr5-price-surge-in-q2-as-ddr4-nand-shortages-persist/ |
| 2026-04-09 | 米国、DUV装置を標的に中国向けチップ工具輸出規制を強化する提案―SMICらの先進プロセス進出を抑制狙い | U.S. Proposes to Tighten China Chip Tool Exports; Targets DUV to Slow SMIC and Peers’ Advanced Node Push | https://www.trendforce.com/news/2026/04/09/news-u-s-proposes-bill-to-tighten-china-chip-tool-exports-targeting-duv-tools-to-slow-smic-and-peers-advanced-node-ambitions/ |
| 2026-04-09 | 年間契約から3–5年の長期供給契約へ：SamsungとSK hynix、大手テック向けメモリ契約を再構築したと報道 | From Annual Deals to 3–5 Year LTAs: Samsung and SK hynix Reportedly Reset Big Tech Memory Contracts | https://www.trendforce.com/news/2026/04/09/news-from-annual-deals-to-3-5-year-ltas-samsung-and-sk-hynix-reportedly-reset-big-tech-memory-contracts/ |
| 2026-04-09 | Samsung、製品ラインナップ拡充のためGalaxy Z Fold 8と「Wide Fold」を計画中―潜在的な仕様も浮上 | Samsung Reportedly Plans Galaxy Z Fold 8 and “Wide Fold” to Expand Lineup; Potential Specs Emerge | https://www.trendforce.com/news/2026/04/09/news-samsung-reportedly-plans-galaxy-z-fold-8-and-wide-fold-to-expand-foldable-lineup-potential-key-specs-emerge/ |
| Semiconductor Digest | |||
| 5 hours ago | ソウルセミコンダクター、ベトナムでハイテク企業として認定 | Seoul Semiconductor Recognized as a High-Tech Enterprise in Vietnam | https://www.semiconductor-digest.com/seoul-semiconductor-recognized-as-a-high-tech-enterprise-in-vietnam/ |
| 6 hours ago | Blaize、Blaize AIサービスの提供開始計画を発表 | Blaize Announces Planned Launch of Blaize AI Services | https://www.semiconductor-digest.com/blaize-announces-planned-launch-of-blaize-ai-services/ |
| 6 hours ago | シーメンス、NVIDIA技術でAIチップ検証を兆サイクル規模に加速 | Siemens Accelerates AI Chip Verification to Trillion‑Cycle Scale with NVIDIA Technology | https://www.semiconductor-digest.com/siemens-accelerates-ai-chip-verification-to-trillion-cycle-scale-with-nvidia-technology/ |
| 7 hours ago | 統合可能な光学アイソレーターチップが量産化に向けて提供開始 | An Integratable Optical Isolator Chip Is Now Available for Mass Production | https://www.semiconductor-digest.com/an-integratable-optical-isolator-chip-is-now-available-for-mass-production/ |
| 24 hours ago | Everspin Technologies、国内MRAM製造能力を拡大 | Everspin Technologies Expands On-Shore MRAM Manufacturing Capacity | https://www.semiconductor-digest.com/everspin-technologies-expands-on-shore-mram-manufacturing-capacity/ |
| 24 hours ago | Kinetic Technologies、Cyient Semiconductorsとの過半数株式取得契約を締結 | Kinetic Technologies Finalizes Majority Stake Agreement with Cyient Semiconductors | https://www.semiconductor-digest.com/kinetic-technologies-finalizes-majority-stake-agreement-with-cyient-semiconductors/ |
| 24 hours ago | SEMI、2025年の世界半導体装置受注高が1,350億ドルに達し、前年比15%増と報告 | SEMI Reports Global Semiconductor Equipment Billings Reached $135 Billion in 2025, Up 15% Year-on-Year | https://www.semiconductor-digest.com/semi-reports-global-semiconductor-equipment-billings-reached-135-billion-in-2025-up-15-year-on-year/ |
| 日本経済新聞 | |||
| 2026-04-10 | 米国株、ダウ続伸し275ドル高 中東関連報道で、ナスダック7日続伸 | https://www.nikkei.com/article/DGXZQOFL09C6P0Z00C26A4000000/ | |
| 2026-04-10 | NYダウ、続伸し275ドル高 イスラエルとレバノンの和平協議報道で | https://www.nikkei.com/article/DGXZQOFL100160Q6A410C2000000/ | |
| 2026-04-10 | 米国株、ダウ続伸 イスラエルとレバノンの和平協議報道で | https://www.nikkei.com/article/DGXZQOFL09C6O0Z00C26A4000000/ | |
| 2026-04-10 | ホンダ、復権占う車両ソフト 開発リーダーの秘策は初代「NSX」 | https://www.nikkei.com/article/DGXZQOUC1603Q0W6A210C2000000/ | |
| 2026-04-10 | 化学株、ナフサ調達難で不透明感強く 野村証券の岡崎アナリスト | https://www.nikkei.com/article/DGXZQOUB089B70Y6A400C2000000/ | |
| 2026-04-10 | 変わるクルマの賞味期限、BYDは年200回機能更新 「鮮度」競う | https://www.nikkei.com/article/DGXZQOGM19A7U0Z10C26A3000000/ | |
| 2026-04-10 | 経済安全保障の現在地（1）グローバル化が生んだ概念 | https://www.nikkei.com/article/DGXZQOCD115DW0R10C26A3000000/ | |
| 2026-04-10 | 日台半導体議連が初面会 台湾の郭会長「中国除く供給網構築へ協力」 | https://www.nikkei.com/article/DGXZQOUA093CU0Z00C26A4000000/ | |
| 2026-04-10 | キヤノン・日東電工⋯ 続々登場「会長兼CEO」は院政か改革か | https://www.nikkei.com/article/DGXZQOUC312KU0R30C26A3000000/ | |
| 2026-04-10 | 日経平均終値413円安 停戦合意ほころび警戒、空売り買い戻し一巡 | https://www.nikkei.com/article/DGXZQOFL090KGTZ00C26A4000000/ | |
| ダイヤモンドオンライン | |||
| Apr 9 20:10 | スペースX、IPO前にテスラとの合併観測広がる | https://diamond.jp/articles/-/387828 | |
| Apr 9 19:55 | 造船力は国力そのもの！「物流・防衛」両面で重要産業なのに中国と韓国に圧倒された本当の理由、日本の産業政策は“お行儀が良すぎた” | https://diamond.jp/articles/-/387641 | |
| Apr 8 20:10 | 米国製ヒト型ロボット、中国技術に依存 | https://diamond.jp/articles/-/387748 | |
| Apr 7 20:00 | ラピダス社長が描く未来、月面に半導体工場 | https://diamond.jp/articles/-/387637 | |
| Apr 7 19:35 | 「絶対に買いだ！」倒産危機の東芝社債に海外ヘッジファンドが巨額投資を決断した3つの理由、儲け損ねた国内投資家との違いとは？ | https://diamond.jp/articles/-/387047 | |
| Tom’s Hardware | |||
| 2026-04-09 21:01 | 新たなリーク情報によると、IntelがLGA 1954ソケット向けの2レバー保持機構を開発中 | Intel developing two-lever retention mechanism for LGA 1954 socket, according to new leak | https://www.tomshardware.com/pc-components/cpus/intel-developing-two-lever-retention-mechanism-for-lga-1954-socket-according-to-new-leak-premium-nova-lake-s-motherboards-will-feature-2l-ilm-sockets |
| 2026-04-09 20:00 | 韓国政府、DRAM価格高騰に対し、市場と価格の監視を含む対策を実施へ | Korean government to take action over soaring DRAM prices, including monitoring markets and pricing | https://www.tomshardware.com/tech-industry/korean-government-to-take-action-over-soaring-dram-costs-including-monitoring-markets-and-pricing-internet-data-plans-to-be-restructured-and-recycled-pcs-to-be-distributed-to-vulnerable-groups |
| TechPowerup | |||
| 2026-04-09T20:38:21+00:00 | 元Crosswindとして知られていた海賊ゲーム『Windrose』、間もなくアーリーアクセスでリリース開始 | Pirate Game Windrose, Formerly Crosswind, Gets Imminent Early Access Release Date | https://www.techpowerup.com/348124/pirate-game-windrose-formerly-crosswind-gets-imminent-early-access-release-date |
| 2026-04-09T20:07:43+00:00 | ASUS ROG Xbox Ally、ゲームバーのゲームパッドカーソルを活用しデスクトップナビゲーションを改善 | ASUS ROG Xbox Ally Gets Improved Desktop Navigation via Game Bar’s Gamepad Cursor | https://www.techpowerup.com/348118/asus-rog-xbox-ally-gets-improved-desktop-navigation-via-game-bars-gamepad-cursor |
| 2026-04-09T20:05:14+00:00 | わずか16ドルで9台のデバイスにおいて広告とトラッカーをブロック可能 | Block Ads & Trackers Across 9 Devices for Just $16 | https://www.techpowerup.com/348104/block-ads-trackers-across-9-devices-for-just-usd-16 |
| 2026-04-09T20:02:45+00:00 | ASUS、GPUの電力安定性向上を目的としたROG Equalizer 12V-2×6ケーブルを発表 | ASUS Introduces ROG Equalizer 12V-2×6 Cable for GPU Power Stability | https://www.techpowerup.com/348123/asus-introduces-rog-equalizer-12v-2×6-cable-for-gpu-power-stability |
| 2026-04-09T18:41:16+00:00 | NVIDIA GeForce NOW、『Samson: A Tyndalston Story』およびその他のゲームが追加される | NVIDIA GeForce NOW Gets Samson: A Tyndalston Story and More Games | https://www.techpowerup.com/348121/nvidia-geforce-now-gets-samson-a-tyndalston-story-and-more-games |
| 2026-04-09T18:38:17+00:00 | ASUS、Prime GeForce RTX 5080 EVO OC Editionグラフィックスカードを披露 | ASUS Intros Prime GeForce RTX 5080 EVO OC Edition Graphics Card | https://www.techpowerup.com/348120/asus-intros-prime-geforce-rtx-5080-evo-oc-edition-graphics-card |
| 2026-04-09T17:43:02+00:00 | Intel Foundry、1枚の薄型チップ上でGaNとシリコン半導体を統合 | Intel Foundry Combines GaN and Silicon Semiconductors on a Single Thin Chip | https://www.techpowerup.com/348119/intel-foundry-combines-gan-and-silicon-semiconductors-on-a-single-thin-chip |
| 2026-04-09T17:28:28+00:00 | Thermalright、AMD Strix Halo搭載の2.6リットルミニPC『AI HydroNous R1』を発売 | Thermalright AI HydroNous R1 Launches As 2.6 L Mini PC Powered by AMD Strix Halo | https://www.techpowerup.com/348115/thermalright-ai-hydronous-r1-launches-as-2-6-l-mini-pc-powered-by-amd-strix-halo |
| 2026-04-09T16:23:18+00:00 | NVIDIA N1 Gaming SoC、128GB LPDDR5Xメモリ搭載のノートPCマザーボードに登場 | NVIDIA N1 Gaming SoC Surfaces on Laptop Motherboard with 128 GB LPDDR5X Memory | https://www.techpowerup.com/348117/nvidia-n1-gaming-soc-surfaces-on-laptop-motherboard-with-128-gb-lpddr5x-memory |
| 2026-04-09T15:33:58+00:00 | NVIDIA DLSS 4.5、ベータ版を終了し、War Thunder、Enlisted、Dawn of Defianceで正式に利用可能に | NVIDIA DLSS 4.5 Leaves Beta, Available Now In War Thunder, Enlisted & Dawn of Defiance | https://www.techpowerup.com/348116/nvidia-dlss-4-5-leaves-beta-available-now-in-war-thunder-enlisted-dawn-of-defiance |
| EETimes Taiwan | |||
| 2026-04-09 | インドAI影響力サミット：ITアウトソーシングから主権AIと半導体への転換 | 印度AI影響力峰會：從IT外包轉向主權AI與半導體 | https://www.eettaiwan.com/20260409nt61-india-ai-impact-summit-from-it-services-to-sovereign-ai-and-silicon/ |
| 2026-04-09 | 2026年に向けて：CPOは量産準備が整ったのか？ | 邁向2026年：CPO是否已準備好量產？ | https://www.eettaiwan.com/20260409nt51-where-cpo-technology-stands-in-2026/ |
| 2026-04-09 | OLED設備投資比率、2030年に67%に達する | OLED設備投資佔比2030年將達67% | https://www.eettaiwan.com/20260409nt21-oled-equipment-investment-ratio/ |
| 2026-04-08 | SIMカードが「消失」：IoT接続におけるチップ一体化の傾向が形成される | SIM卡正「消失」 物聯網連接晶片化趨勢成形 | https://www.eettaiwan.com/20260408nt61-one-billion-cellular-iot-lpwan-connections/ |
| 2026-04-08 | AI波を迎え、中国の半導体IPの重点分野を解析 | 喜迎AI浪潮 解析中國半導體IP重點領域 | https://www.eettaiwan.com/20260408nt31-analysis-of-key-areas-of-china-s-semiconductor-ip/ |
| 2026-04-08 | スケールアップによる光インターコネクト開発が道を拓く：CPOの浸透率が年々向上する | Scale-Up光互連發展鋪路 CPO滲透率將逐年提升 | https://www.eettaiwan.com/20260408nt21-cpo-penetration-rate-increases/ |
| EETimes Asia | |||
| 2026-04-09 | NDS台湾、SEMICON SEA 2026でPLP向け統合ワープ制御ソリューションを展示 | NDS Taiwan to Showcase Integrated Warpage Control Solution for PLP at SEMICON SEA 2026 | https://www.eetasia.com/nds-taiwan-to-showcase-integrated-warpage-control-solution-for-plp-at-semicon-sea-2026/ |
| 2026-04-09 | ソウルセミコンダクター、ベトナムで「ハイテク企業」認定を取得 | Seoul Semiconductor Granted “High-Tech Enterprise” Certification in Vietnam | https://www.eetasia.com/seoul-semiconductor-granted-high-tech-enterprise-certification-in-vietnam/ |
| 2026-04-09 | SEMI：2025年、世界の半導体装置請求額が前年比15%増加 | SEMI: Global Semiconductor Equipment Billings Up 15% YoY in 2025 | https://www.eetasia.com/semi-global-semiconductor-equipment-billings-up-15-yoy-in-2025/ |
| 2026-04-09 | 材料革新と供給網の変化の中で進化するパワーモジュールパッケージング | Power Module Packaging Evolution Amid Material Innovation, Supply Chain Shifts | https://www.eetasia.com/power-module-packaging-evolution-amid-material-innovation-supply-chain-shifts/ |
| 2026-04-08 | MicrochipハイブリッドMCU、車載・EモビリティHMI用途を狙う | Microchip Hybrid MCU Targeted at Automotive, E-Mobility HMI Applications | https://www.eetasia.com/microchip-hybrid-mcu-targeted-at-automotive-e-mobility-hmi-applications/ |
| 2026-04-08 | Mouser Electronics、EITシリーズ第一弾を投入 | Mouser Electronics Drops First Installment of EIT Series | https://www.eetasia.com/mouser-electronics-drops-first-installment-of-eit-series/ |
| 2026-04-08 | Park Systems、新グローバル本社でナノメトロロジー分野のリーダーシップを確固たるものに | Park Systems Cements Leadership in Nanometrology with New Global HQ | https://www.eetasia.com/park-systems-cements-leadership-in-nanometrology-with-new-global-hq/ |
| 2026-04-08 | 世界の300mmファブ装置投資、2026年および2027年に二桁成長が予想される | Global 300mm Fab Equipment Spending to See Double-digit Growth in 2026, 2027 | https://www.eetasia.com/global-300mm-fab-equipment-spending-to-see-double-digit-growth-in-2026-2027/ |
| 2026-04-08 | 台湾の半導体覇権の内情 | Inside Taiwan’s Semiconductor Supremacy | https://www.eetasia.com/inside-taiwans-semiconductor-supremacy/ |
| EETimes India | |||
| 2026-04-08 | Arrow Electronicsがコンポーネント事業向けのオムニチャネルプラットフォームを開始 | Arrow Electronics Launches Omnichannel Platform for Components Business | https://www.eetindia.co.in/arrow-electronics-launches-omnichannel-platform-for-components-business/ |
| 2026-04-08 | Armが初のシリコン製品を発表、AIデータセンターをターゲットに | Arm’s First-ever Silicon Products Targeted at AI Data Centers | https://www.eetindia.co.in/arms-first-ever-silicon-products-targeted-at-ai-data-centers/ |
| ZDNET Korea | |||
| 2026-04-10 | 科学技術情報通信部、予定を前倒ししてCVD上半期試行実施 | 과기정통부, 일정 앞당겨 CVD 상반기 시범 실시 | https://www.zdnet.co.kr/20260410010339%22%20title=%22 |
| 2026-04-09 | ケイシー、SKハイニックスと『知能型ガス供給装置』の特許を共同出願 | 케이씨, SK하이닉스와 ‘지능형 가스 공급장치’ 특허 공동 출원 | https://www.zdnet.co.kr/20260409225057%22%20title=%22 |
| 2026-04-09 | ネットマーブル新作『ソル：インチャント』、完成度向上のため6月に発売延期 | 넷마블 신작 ‘솔: 인챈트’, 완성도 제고 위해 6월로 출시 연기 | https://www.zdnet.co.kr/20260409204942%22%20title=%22 |
| 2026-04-09 | 石油最高価格制度施行4週間…「政策費用は負担可能な水準」 | 석유 최고가격제 시행 4주…”정책 비용 감당 가능 수준” | https://www.zdnet.co.kr/20260409201934%22%20title=%22 |
| 2026-04-09 | カーボンニュートラル燃料エコシステムロードマップ公開 | 탄소중립 연료 생태계 로드맵 공개 | https://www.zdnet.co.kr/20260409201812%22%20title=%22 |
| 2026-04-09 | アイスクリームメディア、AIを活用したシニアライフプラットフォームを構築 | 아이스크림미디어, AI 기반 시니어 라이프 플랫폼 만든다 | https://www.zdnet.co.kr/20260409191921%22%20title=%22 |
| 2026-04-09 | ザ・ピンク퐁コンパニー、シンガポール初の『ベビーサメ』キッズカフェオープン | 더핑크퐁컴퍼니, 싱가포르 첫 ‘아기상어’ 키즈카페 열어 | https://www.zdnet.co.kr/20260409191614%22%20title=%22 |
| 2026-04-09 | ハンファエアロ、風産および防衛部門の買収検討を中止 | 한화에어로, 풍산 방산 부문 인수 검토 중단 | https://www.zdnet.co.kr/20260409190758%22%20title=%22 |
| 2026-04-09 | 石油最高供給価格凍結…ガソリン1934ウォン、軽油1923ウォン | 석유 최고 공급가격 동결…휘발유 1934원·경유 1923원 | https://www.zdnet.co.kr/20260409184732%22%20title=%22 |
| 2026-04-09 | BOE、オクラク工業と合弁会社設立…素材の国産化の一環として | BOE, 오쿠라공업과 합작사 설립…소재 국산화 차원 | https://www.zdnet.co.kr/20260409184919%22%20title=%22 |
| 2026-04-09 | ハンジン、東京『K-ビューティーセレクトストア』物流担当 | 한진, 도쿄 ‘K-뷰티 셀렉트 스토어’ 물류 담당 | https://www.zdnet.co.kr/20260409185535%22%20title=%22 |
| 2026-04-09 | CJオリーブヨン、首都圏外に1240億ウォン投資…地域の若者の雇用も拡大へ | CJ올리브영, 비수도권에 1240억원 투자…지역 청년 일자리도 늘린다 | https://www.zdnet.co.kr/20260409183942%22%20title=%22 |
| 2026-04-09 | 「テスラが好調だから鉄槌」…電気自動車補助金改正に対し輸入車の不満が増加 | “테슬라 잘나가니 철퇴”…전기차 보조금 개편에 수입차 불만 ↑ | https://www.zdnet.co.kr/20260409181413%22%20title=%22 |
| 2026-04-09 | 「ライブコマース、自社モール・垂直市場でも好調…300万円を超える製品もあっさりと販売」 | “라이브커머스, 자사몰·버티컬에서도 잘된다…300만원 넘는 제품 판매도 훨훨” | https://www.zdnet.co.kr/20260409183827%22%20title=%22 |
| 2026-04-09 | イランがホルムズ海峡通行料をビットコインに変えた理由は | 이란, 호르무즈 통행료 비트코인으로 바꾼 이유는 | https://www.zdnet.co.kr/20260409183447%22%20title=%22 |
| 2026-04-09 | 文部省、韓国出版文化産業振興院の新任院長にキム・スンス元全州市長を任命 | 문체부, 한국출판문화산업진흥원 신임 원장에 김승수 前전주시장 임명 | https://www.zdnet.co.kr/20260409182827%22%20title=%22 |
| 2026-04-09 | 文部省、世宗学堂財団の新任理事長に歴史学者チョン・ウヨンを任命 | 문체부, 세종학당재단 신임 이사장에 역사학자 전우용 임명 | https://www.zdnet.co.kr/20260409182351%22%20title=%22 |
| 2026-04-09 | 文部省、『人工知能を活用した文化大国』セミナー開催…コンテンツ産業のAI転換の方向性を検討 | 문체부, ‘인공지능 기반 문화강국’ 세미나 개최…콘텐츠산업 AI 전환 방향 점검 | https://www.zdnet.co.kr/20260409181827%22%20title=%22 |
| 2026-04-09 | ニューノーマルソフト 「『やめろよ入ってこい』著作権侵害棄却…不正競争行為は控訴」 | 뉴노멀소프트 “‘그만쫌쳐들어와’ 저작권 침해 기각…부정경쟁행위는 항소” | https://www.zdnet.co.kr/20260409181117%22%20title=%22 |
| 2026-04-09 | 慢性疾患者を対象とした医療AX事業に着手…6件の課題を公募 | 만성질환자 대상 보건의료 AX 사업 착수…6개 과제 공모 | https://www.zdnet.co.kr/20260409180141%22%20title=%22 |
| 中央日報 | |||
| 2026-04-10 | [分譲フォーカス] 交通・教育・環境の三拍子そろった分譲価格制限が適用される大規模団地 | [분양 포커스] 교통·교육·환경 삼박자 갖춘 분양가상한제 적용 대단지 | https://www.joongang.co.kr/article/25419070 |
| 2026-04-10 | [分譲フォーカス] トラム駅近にトリプル学区…ドアン新都市の新規団地 | [분양 포커스] 트램 역세권에 트리플 학세권…도안신도시 신규 단지 | https://www.joongang.co.kr/article/25419074 |
| 2026-04-10 | 『ホームランよりも安打が多い』…海外の大口投資家の財布を開かせたKロングショートの名家 | “홈런보다 안타 여러 방”…해외 큰손 지갑 열게한 K롱숏 명가 | https://www.joongang.co.kr/article/25419062 |
| 2026-04-10 | 与党全南・光州予備選 ミンヒョンベ・キムヨンロク 最後のTV討論…ネガティブ攻防 | 與전남광주경선 민형배·김영록 마지막 TV토론…네거티브 공방 | https://www.joongang.co.kr/article/25419036 |
| 2026-04-10 | 国民の힘最高幹部の大混乱…ヤンヒャンジャ「異常な共謀」 キムジェウォン「イチョルウはダメ」 | 아수라장 국힘 최고위…양향자 “엽기 공모” 김재원 “이철우 안돼” | https://www.joongang.co.kr/article/25419020 |
| 2026-04-10 | [パクチョルファンのマーケットナウ] 石油という原料なしにエネルギー転換はありえない | [박철완의 마켓 나우] 석유라는 원료 없는 에너지 전환은 없다 | https://www.joongang.co.kr/article/25418998 |
| BAIDU | |||
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