Semiconductor News 20250507

TOC

Main News

  1. Samsung DS head rushes to Silicon Valley to secure memory and foundry orders for AI Amid growing demand for semiconductors for AI, the head of Samsung’s semiconductor division rushed to Silicon Valley, where major customers are concentrated, to secure AI memory and foundry (semiconductor contract manufacturing) customers. This is the first time that a Samsung semiconductor division head has traveled to Silicon Valley. This is indicative of the fierce competition in the semiconductor market in the age of AI and the strategic moves being made by major manufacturers.
  2. Former Samsung Employee Indicted in DRAM Technology Leak Case A former Samsung employee has been indicted for leaking DRAM technology information. This case illustrates how important it is to protect trade secrets and intellectual property amidst increasingly fierce technological competition in the semiconductor field.
  3. NVIDIA AI Chip-Related Regulations by the U.S. It has been reported that the U.S. may install a “kill switch” on chips or track them after sale as a measure to prevent NVIDIA AI chips from being smuggled into China. It is also reported that certain models (GeForce RTX 5090D) may be banned in China in the second quarter. This indicates that regulatory developments between the U.S. and China regarding AI technology are having a significant impact on the semiconductor market and companies’ business strategies.
  4. Nintendo’s Next-Generation Switch 2 and Rising Share Price The news is that market expectations for Nintendo’s next-generation game console, the Switch 2, are rising, and the share price is rising along with it. This indicates that Nintendo has a large presence in the global video game console market and that there is a high level of interest in its new product.
  5. Grand Theft Auto VI Announces Surprise Second Trailer News about the surprise second trailer announcement for the highly anticipated major game title Grand Theft Auto VI. This is a major topic of discussion for the global gaming community and an important event in the trends of the gaming industry.
  6. Intel’s Arrow Lake CPUs Officially Drop Significant Prices The news is that some models in Intel’s next-generation Arrow Lake series of CPUs (Core Ultra 7 265KF) have officially been significantly reduced in price. This may indicate a change in the competitive environment in the CPU market and Intel’s market strategy.
  7. Sluggish Intel, New CEO “Returns to Technology Management” to Learn from NVIDIA The news is that the new CEO of Intel, which is reportedly experiencing sluggish performance, is returning to its former technology-driven management policy and trying to learn from the success of NVIDIA, a leader in the field of AI. This is indicative of the changing power structure in the semiconductor industry and Intel’s efforts to turn things around.
  8. Ex-PlayStation President Says Game Prices on the Rise A former PlayStation president has said that game prices will rise in the future due to rising game development costs and player expectations. This is of interest to many gamers as it provides insight into the overall business model of the gaming industry and the pricing of games in the future.
  9. Next Battlefield Game Announced This Summer, New Release by April 2026 The next installment of the popular Battlefield FPS series will be announced this summer, with a new game and a new Skate game scheduled for release by April 2026. This represents a roadmap for major titles from leading game maker EA.
  10. Skype Ends 21 Years of Service The news is that Skype, the pioneering Internet calling service, is ending 21 years of service. This event marks a milestone in the history of communication tools and IT services.

News List

投稿日日本語タイトル原語タイトル記事URL
WCCFtech
May 6, 06:45CXMT支援に関連するDRAMリーク事件で元サムスン社員が起訴されるFormer Samsung employee indicted in DRAM leak case aiding CXMThttps://www.digitimes.com/news/a20250505PD228/samsung-dram-cxmt-investment-technology.html
May 6, 06:45サムスンDS責任者、AI向けメモリとファウンドリ受注確保のためシリコンバレーに急行Samsung DS chief rushes to Silicon Valley to secure AI memory and foundry ordershttps://www.digitimes.com/news/a20250505PD231/samsung-silicon-valley-president-2025-dram.html
May 6, 01:49台湾ドルが2年ぶりの高値に上昇、中央銀行が米国の圧力主張を否定Taiwan dollar surges to two-year high, central bank refutes US pressure claimshttps://www.digitimes.com/news/a20250505VL202/taiwan-2024.html
DIGITIMES
2025-05-07EAは『Split Fiction』が約400万部売れた大成功の発売だったと発表EA Says Split Fiction Had “Hugely Successful Launch” With Almost 4 Million Copies Soldhttps://wccftech.com/ea-says-split-fiction-had-hugely-successful-launch-with-almost-4-million-copies-sold/
2025-05-07次期バトルフィールドゲームは今夏発表され、新作『Battlefield』と『Skate』は2026年4月までにリリース予定The Next Battlefield Game Will Be Revealed This Summer, New Battlefield And Skate Due To Release By April 2026https://wccftech.com/the-next-battlefield-game-will-be-revealed-this-summer-new-battlefield-and-skate-due-to-release-by-april-2026/
2025-05-07ダウンロード:Appleが最終テストと大幅な変更のために、開発者向けにiOS 18.5およびmacOS 15.5のRC版をリリースDownload: Apple Has Released iOS 18.5 And macOS 15.5 RC Versions To Developers For Final Testing And Major Changeshttps://wccftech.com/apple-releases-ios-18-5-and-macos-15-5-rc-builds/
2025-05-07『ファーマ・ブロ』マーティン・シュクレリが、FDAのCBER新責任者ヴィナイ・プラサッドを「常軌を逸している」と称し、製薬会社は「事業が破綻する」だろうと語る‘Pharma Bro’ Martin Shkreli Says The New Head Of FDA’s CBER, Vinay Prasad, Is “Nuts” And That Pharma Firms Are “Gonna Go Out Of Business”https://wccftech.com/pharma-bro-martin-shkreli-says-the-new-head-of-fdas-cber-vinay-prasad-is-nuts-and-that-pharma-firms-are-gonna-go-out-of-business/
2025-05-07Philips、最大390Hzのリフレッシュレートを誇るeスポーツ向け高速IPS搭載の25インチゲーミングモニター『Evnia』を発売Philips Launches ESports-Focused Fast IPS Evnia 25-Inch Gaming Monitor, Boasting Up To 390Hz Refresh Ratehttps://wccftech.com/philips-launches-evnia-25m2n5200u-390hz-gaming-monitor/
2025-05-07『Destiny 2: Edge Of Fate』が発表され、7月に発売。スターウォーズにインスパイアされた『Renegades』を含む次の3つの拡張も同時発表Destiny 2: Edge Of Fate Revealed, Launches In July, Next Three Expansions, Including The Star Wars-Inspired Renegades Expansion Also Announcedhttps://wccftech.com/destiny-2-edge-of-fate-revealed-launches-in-july-next-three-expansions-including-the-star-wars-inspired-renegades-expansion-also-announced/
2025-05-07ウォーレン・バフェット、ティム・クックがバークシャーのために自分では到底実現できなかった収益を上げたと認めるのは気恥ずかしく、その天才性を賞賛しティム以外にはAppleをここまで育てられなかったと述べるWarren Buffett Embarrassed To Admit Tim Cook Made More Money For Berkshire Than He Ever Could, Praises His Genius, Saying Nobody But Tim Could Have Developed Apple As He Hashttps://wccftech.com/warren-buffett-on-apple-ceo-tim-cook-performance/
2025-05-07初めの通話から最後の別れまで、Skypeが21年間にわたる『世界を繋ぐ旅』に終止符を打つFrom First Calls To Final Goodbyes, Skype Ends Its Journey After 21 Years 0f Connecting The Worldhttps://wccftech.com/from-first-calls-to-final-goodbyes-skype-ends-its-journey-after-21-years-0f-connecting-the-world/
2025-05-07IntelのArrow Lake CPUが正式に大幅値下げ、Core Ultra 7 265KFが284ドルにIntel Arrow Lake CPUs See Significant Price Cuts Officially, Core Ultra 7 265KF Drops Down To $284https://wccftech.com/intel-arrow-lake-cpus-significant-price-cuts-core-ultra-7-265kf-drops-284-usd/
2025-05-07EA、今月ヨーロッパ、北米、アジアで『Battlefield Labs』のプレイテスト参加者を増やす予定EA Will Add More Players To Battlefield Labs Playtesting This Month Across Europe, North America, And Asiahttps://wccftech.com/ea-will-add-more-players-to-battlefield-labs-playtesting-this-month-across-europe-north-america-and-asia/
2025-05-07Realmeが、シリコンカーボン技術で実現した巨大バッテリー搭載の『GT 10,000mAh』というコンセプトスマートフォンを発表――その他の仕様は中程度Realme Has A Concept Smartphone Called The GT 10,000mAh, With The Massive Cell Made Possible Thanks To Silicon-Carbon Technology; Other Specifications Are Mid-Tier At Besthttps://wccftech.com/realm-gt-10000mah-concept-smartphone-featuring-a-hefty-battery/
2025-05-07Nintendo Switch 2でCyberpunk 2077を動作させるのは大掛かりな作業ではなかったが、快適にプレイさせるのは難しかったGetting Cyberpunk 2077 to Run on Nintendo Switch 2 Did Not Require a Gigantic Effort, but Making It to Play Well Was a Challengehttps://wccftech.com/cyberpunk-2077-nintendo-switch-2-run-effort-play-well/
2025-05-06AMD Radeon RX 9060 XTが発売前に小売店に掲載、GigabyteのRX 9060 XT 16GBモデルが一時的に出現AMD Radeon RX 9060 XT Gets Listed On A Retailer Ahead Of Launch; Gigabyte RX 9060 XT 16GB Model Appears For Briefhttps://wccftech.com/gigabyte-rx-9060-xt-16gb-listed-on-a-brazilian-retailer/
2025-05-06『ファイナルファンタジーVII リメイク』のディレクターが、リメイク三部作全体がSwitch 2に登場するかもしれないとほのめかすFinal Fantasy VII Remake Director Hints The Entire Remake Trilogy Could Be Coming To Switch 2https://wccftech.com/final-fantasy-vii-remake-director-hints-the-entire-remake-trilogy-could-be-coming-to-switch-2/
2025-05-06Grand Theft Auto VI、Rockstarが初情報と美麗な画像を公開し、サプライズの第2トレーラーを発表Grand Theft Auto VI Gets Surprise Second Trailer as Rockstar Shares First Info and Many Gorgeous Imageshttps://wccftech.com/grand-theft-auto-vi-gets-surprise-second-trailer-as-rockstar-shares-first-info-and-many-gorgeous-images/
2025-05-06米国は、NVIDIAのAIチップの中国密輸に対し『キルスイッチ』の搭載と販売後のGPU追跡で対策する可能性があるThe US Could Tackle NVIDIA AI Chip Smuggling To China By Integrating a “Kill Switch” & Tracking GPUs After They Are Soldhttps://wccftech.com/the-us-could-tackle-nvidia-chip-smuggling-by-integrating-a-kill-switch/
2025-05-06Call Of Duty: Black Ops 6のPS5バンドルが近日発売予定と報じられるCall Of Duty: Black Ops 6 PS5 Bundles Are Reportedly Coming Soonhttps://wccftech.com/call-of-duty-black-ops-6-ps5-bundles-are-reportedly-coming-soon/
2025-05-06Lynx Equityは、AMDの2025年第1四半期決算について「Intel同様、AMDのガイダンスと下半期のコメントが下方にサプライズをもたらすと予想」しているLynx Equity On AMD Q1 2025 Earnings: “Just As With Intel, We Expect AMD’s Guidance And 2H Commentary To Surprise To The Downside”https://wccftech.com/lynx-equity-on-amd-q1-2025-earnings-just-as-with-intel-we-expect-amds-guidance-and-2h-commentary-to-surprise-to-the-downside/
2025-05-06NVIDIAのミッドレンジGeForce RTX 5060 8GB、ノートPCモデルを含め5月19日までに正式発売予定NVIDIA’s Mid-Tier GeForce RTX 5060 8GB Is Set To Officially Launch By May 19, Including The Laptop Modelhttps://wccftech.com/nvidia-geforce-rtx-5060-is-set-to-launch-by-may-19/
2025-05-06NVIDIA DLSS 4のマルチフレーム生成機能が、『MechWarrior 5: Clans』および『New World: Aeternum』に間もなく実装されるNVIDIA DLSS 4 Multi Frame Generation Is Coming Soon to MechWarrior 5: Clans and New World: Aeternumhttps://wccftech.com/nvidia-dlss-4-multi-frame-generation-is-coming-soon-to-mechwarrior-5-clans-and-new-world-aeternum/
2025-05-06『Hordes of Hunger』早期アクセスのハンズオン-『あともう一波だけ』Hordes of Hunger Early Access Hands-On – Just One More Wavehttps://wccftech.com/hordes-of-hunger-early-access-hands-on-just-one-more-wave/
2025-05-06元PlayStation社長によると、製作コストやプレイヤーの期待からゲーム価格はいずれ上昇するが、リマスターやPC移植が新AAAタイトルの資金を支えているGame Prices Were Going to Rise Sooner or Later Due to Production Costs and Players’ Expectations, Says Former PlayStation President; Remasters and PC Ports Help Finance New AAA Gameshttps://wccftech.com/game-prices-rise-playstation-aaa/
2025-05-06ウォール街はPalantirの完璧な実行に魅了される一方、あるアナリストは「評価は無視できず無関係であってはならない」と主張し、別のアナリストは株価が一定範囲に留まると見ているWall Street Is In Love With Palantir’s Recent Flawless Execution, Yet One Analyst Asserts “Valuation Cannot And Should Not Be Irrelevant,” And Another Thinks The Stock Will Remain “Range-Bound”https://wccftech.com/wall-street-is-in-love-with-palantirs-recent-flawless-execution-yet-one-analyst-asserts-valuation-cannot-and-should-not-be-irrelevant-and-another-thinks-the-stock-will-remain-range-bound/
2025-05-06『Clair Obscur: Expedition 33』のディレクターは、Ubisoftでの仕事に飽きたため制作に着手し、これまでに200万本を売り上げたClair Obscur: Expedition 33 Director Started Working on the Game Because He Was Bored with His Job at Ubisoft; Game Has Now Sold 2 Million Copieshttps://wccftech.com/clair-obscur-expedition-33-director-bored-ubisoft/
2025-05-06Goldman Sachsは、Teslaの自動運転ソフトを「大したことはない」と評価し、中立のレーティングを維持Goldman Sachs Is ‘Meh’ On Tesla’s Self Driving Software As It Sticks With Neutral Ratinghttps://wccftech.com/goldman-sachs-is-meh-on-teslas-self-driving-software-as-it-sticks-with-neutral-rating/
2025-05-06米国の輸出規制発効を受け、GeForce RTX 5090Dが第2四半期に中国で禁止される可能性が報じられているGeForce RTX 5090D Is Reportedly Getting Banned In China In Q2 As US Export Restrictions Take Effecthttps://wccftech.com/geforce-rtx-5090d-is-reportedly-getting-banned-in-china-in-q2/
2025-05-06吉田修平氏が語る:『Ghost of Yōtei』は『ツシマ』以上の出来になるだろうGhost of Yōtei Will Be Even Better Than Tsushima, Says Shuhei Yoshidahttps://wccftech.com/ghost-of-yotei-will-be-even-better-than-tsushima-says-shuhei-yoshida/
2025-05-06報道によれば、SamsungはiPhone 17シリーズ用Appleの12GB RAM注文の70%を担い、しかしこのアップグレードは『Pro』モデル限定となるSamsung To Reportedly Make Up 70 Percent Of Apple’s 12GB RAM Orders For The iPhone 17 Series, But The Report Claims That The Upgrade Will Be Exclusive To The ‘Pro’ Modelshttps://wccftech.com/samsung-to-make-up-apple-12gb-ram-70-percent-orders-for-iphone-17-pro-max/
2025-05-06South of Midnightのデベロッパーが、Microsoftが自社ゲームスタジオに生成AIの使用を義務付けていないことを確認Microsoft Doesn’t Mandate Generative AI Usage for Its Gaming Studios, Confirms South of Midnight Developerhttps://wccftech.com/microsoft-doesnt-mandate-generative-ai-usage-for-its-gaming-studios-confirms-south-of-midnight-developer/
2025-05-06GameStop Canadaが売却され、McFarlane Toysの共同オーナーStephen Tetraultに買収され、EB Games Canadaとして再始動するGameStop Canada Has Been Sold, Acquired By McFarlane Toys Co-Owner Stephen Tetrault, Will Re-Launch As EB Games Canadahttps://wccftech.com/gamestop-canada-has-been-sold-and-acquired-by-mcfarlane-toys-co-owner-stephen-tretrault-will-re-launch-as-eb-games-canada/
2025-05-06『Ecco The Dolphin』と『Ecco: The Tides Of Time』のリマスターおよび第3作となる新たなEccoゲームが発表Ecco The Dolphin And Ecco: The Tides Of Time Remasters And A New Third Ecco Game Announcedhttps://wccftech.com/ecco-the-dolphin-and-ecco-the-tides-of-time-remasters-and-a-new-third-ecco-game-announced/
2025-05-06BitcraftオンラインサンドボックスMMOが6月20日に早期アクセスでリリース、オープンソースで提供されるBitcraft Online Sandbox MMO to Launch on June 20 in Early Access, Will Be Open Sourcehttps://wccftech.com/bitcraft-online-sandbox-mmo-to-launch-on-june-20-in-early-access-will-be-open-source/
2025-05-06Gigabyte RTX 50シリーズGPUで熱ゲルの滑り問題が続発、同一日にさらに2件の事例が報告されるThermal Gel Slippage Problem Continues On Gigabyte RTX 50 Series GPUs, Two More Incidents Emerged In A Single Dayhttps://wccftech.com/thermal-gel-slippage-problem-continues-on-gigabyte-rtx-50-series-gpus/
2025-05-06NVIDIA CEOジェンセン・ハン氏の「Mega-Taiwan」訪問が再び実施、1兆ドル規模のディナー開催と台湾屋台料理体験が予定されるNVIDIA CEO Jensen Huang “Mega-Taiwan” Visit Returns; Expected To Host a “Trillion Dollar” Dinner & Roam Around To Experience Taiwan Street Foodhttps://wccftech.com/nvidia-ceo-jensen-huang-mega-taiwan-visit-return/
2025-05-06SpaceXのStarship Flight 9の打ち上げ日が、新たな通知で明らかになる可能性があるSpaceX’s Starship Flight 9 Lift Off Date Potentially Revealed In New Notice!https://wccftech.com/spacexs-starship-flight-9-lift-off-date-potentially-revealed-in-new-notice/
日経 Tech Foresight
2025-05-07「商用CMOSで量子素子」「細胞とAIが対話」 海外動向https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC2557N0V20C25A4000000
2025-05-07東京大学、半導体チップ内に微細水冷構造 AI処理向けhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC233MY0T20C25A4000000
2025-05-07【特許】信越化学系、エピ層剥離を防ぐウエハー接合法https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC211P00R20C25A4000000
2025-05-07東京エレクトロン、宮城に新開発棟 開発効率2倍https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC280Z20Y5A420C2000000
マイナビニュース テックプラス
TrendForce
Semiconductor Digest
1 hour ago大口径MEMS変調器が高速・省エネルギーな光通信システムへの道を切り拓くLarge-Aperture MEMS Modulator Paves Way for High-Speed, Energy-Efficient Optical Communication Systemshttps://www.semiconductor-digest.com/large-aperture-mems-modulator-paves-way-for-high-speed-energy-efficient-optical-communication-systems/
1 hour agoセミクロン・ダンフォスが初のGAINS登録見習い卒業生を祝うSemikron Danfoss Celebrates its First GAINS Registered Apprenticeship Graduateshttps://www.semiconductor-digest.com/semikron-danfoss-celebrates-its-first-gains-registered-apprenticeship-graduates/
1 hour ago朝日化成マイクロデバイスがエネルギーハーベスティング向け新シリーズパワーマネジメントICを発表Asahi Kasei Microdevices Launches New Series of Power Management ICs for Energy Harvestinghttps://www.semiconductor-digest.com/asahi-kasei-microdevices-launches-new-series-of-power-management-ics-for-energy-harvesting/
2 hours agoTECHCETがリソグラフィ用材料の大規模開発を計画TECHCET Projects Big Development for Lithography Materialshttps://www.semiconductor-digest.com/techcet-projects-big-development-for-lithography-materials/
2 hours agoAlixLabsが革新的半導体製造技術に関する米国特許の許可通知を取得AlixLabs Secures Notice of Allowance for US Patent for Innovative Semiconductor Manufacturing Technologyhttps://www.semiconductor-digest.com/alixlabs-secures-notice-of-allowance-for-us-patent-for-innovative-semiconductor-manufacturing-technology/
日本経済新聞
2025-05-07低迷インテル、新CEO「技術経営に回帰」 後進NVIDIAに学ぶhttps://www.nikkei.com/article/DGXZQOGN061EX0W5A500C2000000/
2025-05-07阻まれたノーベル賞 日本の先端素材、EUが「健康懸念」https://www.nikkei.com/article/DGXZQOGR11CTF0R10C25A4000000/
2025-05-07任天堂、ベールを脱ぐSwitch2 高まる期待に株価上昇https://www.nikkei.com/article/DGXZQOUF01BXG0R00C25A5000000/
2025-05-07サントリーが水資源コンサル、車や半導体企業に 気候変動に備えhttps://www.nikkei.com/article/DGXZQOUC3029F0Q5A430C2000000/
2025-05-07ドイツ株6日 反落、関税に警戒根強く 財政政策に不透明感もhttps://www.nikkei.com/article/DGXZQOFL062VW0W5A500C2000000/
2025-05-07日米相互の「知」の投資が勝ち筋に 戸堂康之・早大教授https://www.nikkei.com/article/DGXZQOCB1184S0R10C25A4000000/
2025-05-07富士フイルム、インドへ半導体材料供給 脱中国にらみ新工場https://www.nikkei.com/article/DGXZQOUC307J50Q5A430C2000000/
2025-05-07半導体復活へ教訓を生かせ 垂井康夫氏https://www.nikkei.com/article/DGXZQOCD251HT0V20C25A3000000/
2025-05-06欧州市場の主要指標11時半 欧州株、下落 関税巡る懸念根強くhttps://www.nikkei.com/article/DGXZQOFL0623Y0W5A500C2000000/
2025-05-06シリコンアイランドや天神の歴史とは 九州をおさらいhttps://www.nikkei.com/article/DGXZQOJC022FP0S5A500C2000000/
ダイヤモンドオンライン
May 5 22:00「たった1ユーロってウソだろ…」日産がロシア撤退で“身ぐるみ剝がされた”ワケhttps://diamond.jp/articles/-/363644
May 5 21:00家電の失敗は繰り返さない…トヨタとダイムラーが「トラック連合」に踏み切った“切実な理由”とは?https://diamond.jp/articles/-/364250
May 4 22:00もはや「禁輸」レベルの衝撃…トランプ氏が「関税25%」にこだわる狙いとはhttps://diamond.jp/articles/-/363643
May 3 20:25トランプ関税で打撃でも日本は「高賃上げ継続」が必須な3つの理由https://diamond.jp/articles/-/364178
May 2 20:20コマツが3割減益見通し、なぜ米国に製造拠点があってもトランプ関税の影響を受けてしまうのかhttps://diamond.jp/articles/-/364249
May 1 23:30富士通「らくらくホン」の継承企業がなぜ破綻?年商800億円の裏の“危うい構造”とはhttps://diamond.jp/articles/-/363786
Apr 30 21:15トランプ“iPhone関税”の衝撃度、「半導体課税」はアメリカ経済の最重要部分を破壊https://diamond.jp/articles/-/364147
Apr 30 21:00トヨタ系列サプライヤー決算に見る右往左往ぶり、トランプ関税に株主代表訴訟リスクで「泣き面に蜂」https://diamond.jp/articles/-/364170
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