Semiconductor News 20250510

TOC

Main News

  1. TSMC’s April sales reached a record high, and the company’s year-to-date sales have been strong as well. This is mainly driven by strong demand for advanced products for AI.
  2. Global semiconductor sales are recovering and achieved a significant increase in the first quarter of 2025 compared to the same period last year.
  3. Intel has signed a significant agreement with Microsoft for the 18A process. This signals a major development in Intel’s foundry business.
  4. As the technology separation between the U.S. and China continues, China’s semiconductor industry is strengthening its move toward domestic production. In particular, Chinese companies are making inroads in the field of chip inspection equipment, and SMIC may be seeking to expand its use of Chinese-made equipment.
  5. Chiplet technology is gaining attention, and major global semiconductor companies are investing in the future of modular chips.
  6. Taiwan and Japan have formed a strategic alliance in the field of semiconductors, aiming to strengthen their global chip supply network.
  7. A new type of 3D X-DRAM has been announced and has the potential to significantly increase the bit density of DRAM in the future.
  8. NVIDIA is preparing a new AI GPU model (H20) with adjusted specifications to comply with U.S. export regulations, and its launch is rumored.
  9. Apple is developing dedicated chips for its products. This includes chips for glasses, the latest Macs, and AI servers.
  10. The shortage of chips is becoming more serious in some parts of the Chinese market, which is affecting the performance of related companies.

News List

投稿日日本語タイトル原語タイトル記事URL
WCCFtech
May 9, 15:28TSMC、4月の収益が115.5億米ドルで記録更新、今年累計売上高は330億米ドルを突破TSMC sets April revenue record at US$11.55 billion; YTD tops US$33 billionhttps://www.digitimes.com/news/a20250509VL209/tsmc-revenue-fab-2025-taiwan.html
May 9, 16:12為替と価格圧力の影響でFlexiumは打撃を受け、2025年第1四半期に損失を計上Exchange rate and price pressure hit Flexium, resulting in 1Q25 losshttps://www.digitimes.com/news/a20250509PD221/flexium-flexible-pcb-capacity-exchange-rate-2025.html
May 9, 15:50WT Microelectronics、2025年第2四半期の半導体市場回復に伴い、米国の関税影響は最小限にとどまると予測WT Microelectronics sees minimal impact from US tariffs as semiconductor market rebounds in 2Q25https://www.digitimes.com/news/a20250509PD217/wt-ic-distributor-market-growth-2025.html
May 9, 14:51日本のデンソーとローム、EVおよび自動運転向けチップ開発のためアライアンス締結Japan’s Denso, Rohm forge chip alliance targeting EVs and autonomous drivinghttps://www.digitimes.com/news/a20250509PD227/denso-rohm-alliance-automotive-semiconductors.html
May 9, 14:41グローバルな半導体大手がモジュール型チップの未来に投資する中、チップレット技術が着実に普及Chiplets technology gains ground as global semiconductor giants invest in modular chip futurehttps://www.digitimes.com/news/a20250509PD214/chiplet-startup-soc-technology.html
May 9, 15:59Raydium、AMOLEDおよびIT需要の後押しで2025年第2四半期の見通しは安定、関税不確実性を乗り切るRaydium navigates tariff fog with stable 2Q outlook, bolstered by AMOLED and IT demandhttps://www.digitimes.com/news/a20250508PD233/raydium-revenue-amoled-ddi-demand-2025.html
May 9, 14:12台湾と日本、グローバルなチップ供給網強化に向けた戦略的半導体提携を締結Taiwan and Japan forge strategic semiconductor alliance to bolster global chip supply chainhttps://www.digitimes.com/news/a20250508PD213/taiwan-alliance-chip-supply-competition-supply-chain.html
May 9, 14:10Innostar、先進的なパッケージング推進によりAIチップのテスト需要急増を狙うInnostar targets AI chip testing surge with advanced packaging pushhttps://www.digitimes.com/news/a20250508PD211/innostar-ai-chip-equipment-testing-packaging.html
May 9, 13:59米中のテック分離が進む中、中国企業が先進的なチップ検査装置の分野で道を切り拓くAs US-China tech decoupling deepens, Chinese firm breaks ground in advanced chip inspection equipmenthttps://www.digitimes.com/news/a20250509PD220/inspection-equipment-technology-wafer-e-beam.html
May 9, 13:57地政学的要因が台湾の上流半導体材料に対する堅調な需要を促進Geopolitics fuel hard demand for Taiwan’s upstream semiconductor materialshttps://www.digitimes.com/news/a20250509PD208/daxin-materials-demand-taiwan-business.html
May 9, 13:52台湾、ソブリン・ウェルス・ファンドの設立を検討するも、議論が一致しないTaiwan debates sovereign wealth fund establishment, but lacks consensushttps://www.digitimes.com/news/a20250509PD200/taiwan-government-investment.html
May 9, 12:45台湾、AI時代に向けた耐性強化を目指し、新たな4年間のサイバーセキュリティプログラムを発表Taiwan unveils new 4-year cybersecurity program to strengthen resilience in AI erahttps://www.digitimes.com/news/a20250509PD201/taiwan-ai-cybersecurity-moda.html
May 9, 12:08WT Microelectronics、欧米の景気回復とAI需要の後押しで2025年第2四半期の回復を見込むWT Microelectronics projects 2Q25 rebound on Western recovery, AI-fueled demandhttps://www.digitimes.com/news/a20250508PD234/wt-demand-recovery-revenue-europe.html
May 9, 11:56SMIC、歩留まりの課題が影響する中、中国製装置の使用拡大を模索している可能性があるSMIC may be expanding use of Chinese equipment as yield challenges weigh on outlookhttps://www.digitimes.com/news/a20250509VL206/smic-equipment-revenue-production-guidance.html
May 9, 11:16中国のチップ不足が深刻化:華虹が88%急落、約50社が損失を計上China’s chip crunch deepens: Hua Hong drops 88% as nearly 50 firms post losseshttps://www.digitimes.com/news/a20250509VL204/hua-hong-semiconductor-china-chipmakers-earnings-profit-2025.html
May 9, 11:02Apple、メガネ、最新Mac、AIサーバー向けの専用チップを開発中Apple developing specialized chips for glasses, new Macs, and AI servershttps://www.digitimes.com/news/a20250509VL203/apple-chips-silicon-design-meta.html
DIGITIMES
2025-05-10Gearbox、『Risk Of Rain 2』の新エクスパンションを発表、PAX East 2025で『Borderlands 4』のさらなる詳細も公開Gearbox Announces New Risk Of Rain 2 Expansion And Digs Into More Borderlands 4 Details At PAX East 2025https://wccftech.com/gearbox-announces-new-risk-of-rain-2-expansion-and-digs-into-more-details-on-borderlands-4-at-pax-east-2025/
2025-05-10Blizzardの『Overwatch 2』チームが労働組合を結成、Blizzardで二件目の全面的な労働組合The Overwatch 2 Team At Blizzard Just Unionized, The Second Wall-To-Wall Union At Blizzardhttps://wccftech.com/the-overwatch-2-team-at-blizzard-just-unionized-the-second-wall-to-wall-union-at-blizzard/
2025-05-10DellがGeForce RTX 5060搭載のAlienware 16と16X Auroraゲーミングノートパソコンを発表Dell Unveils Alienware 16 And 16X Aurora Gaming Laptops Powered By GeForce RTX 5060 Graphics Cardhttps://wccftech.com/dell-unveils-rtx-5060-powered-alienware-16-and-16x-aurora-gaming-laptops/
2025-05-10PCゲーマーも兼ねるAmazonプライム会員に朗報、PowerColor Hellhound RX 9070が再び699.99ドルで入手可能にAmazon Prime Members Who Also Double As PC Gamers Will Have The Treat Of A Lifetime, Because The PowerColor Hellhound RX 9070 Is Once Again Available For $699.99https://wccftech.com/amazon-prime-members-can-get-rx-9070-for-699-99-on-amazon/
2025-05-10SpaceXのスターシップ第9便打上げ日が公式発表で再浮上!SpaceX’s Starship Flight 9 Launch Date Surfaces Again In Official Notice!https://wccftech.com/spacexs-starship-flight-9-launch-date-surfaces-again-in-official-notice/
2025-05-10DOOM: The Dark Ages レビュー ― 悪魔たちが潜む場所DOOM: The Dark Ages Review – It’s Where my Demons Hidehttps://wccftech.com/review/doom-the-dark-ages-review/
2025-05-10任天堂、『マリオカート ワールド』でAI生成画像が使用されたという憶測を否定Nintendo Shuts Down Speculation That AI-Generated Images Were Used In Mario Kart Worldhttps://wccftech.com/nintendo-shuts-down-speculation-that-ai-generated-images-were-used-in-mario-kart-world/
2025-05-10Gothicリメイク、コミュニティの意見を反映したデモアップデートを実施Gothic Remake Gets Demo Update Following Community’s Feedbackhttps://wccftech.com/gothic-remake-gets-demo-update-following-communitys-feedback/
2025-05-10スイスの小売業者、ACER Nitro Radeon RX 9060 XT Editionsを掲載 ― 8GBモデルが566ドルSwiss Retailer Lists ACER Nitro Radeon RX 9060 XT Editions: 8GB Card Priced At $566https://wccftech.com/swiss-retailer-lists-acer-nitro-radeon-rx-9060-xt-editions-8gb-card-priced-at-566/
2025-05-10Dune: Awakeningの大規模ベータウィークエンドが開始、Funcomがサーバーの負荷耐性を保証Dune: Awakening Large-Scale Beta Weekend Now Live, Funcom Reassures Players Its Servers Can Handle “Heavy Loads”https://wccftech.com/dune-awakening-large-scale-beta-weekend-now-live-funcom-reassures-players-its-servers-can-handle-heavy-loads/
2025-05-10中国半導体大手SMIC、関税の影響で動揺も、2025年には70億ドルを投じてさらなるチップ製造を計画Chinese Chip Giant SMIC Shaken By Tariffs But Still Plans To Spend $7 Billion In 2025 To Make More Chipshttps://wccftech.com/chinese-chip-giant-smic-shaken-by-tariffs-but-still-plans-to-spend-7-billion-in-2025-to-make-more-chips/
2025-05-10任天堂、『無断使用』を理由にNintendo Switch 2が故障させられる可能性もNintendo Switch 2 Systems May Be Bricked By Nintendo Following “Unauthorized Use”https://wccftech.com/nintendo-switch-2-bricked-unatuthorized-use/
2025-05-10Acer Nitro Radeon RX 9060 XTが目撃 ― デュアルファン設計、3つのディスプレイ出力を搭載Acer Nitro Radeon RX 9060 XT Spotted: Dual Fan Design With Three Display Outputshttps://wccftech.com/acer-nitro-radeon-rx-9060-xt-spotted/
2025-05-10神谷英樹、再びCapcomらに『Devil May Cry』のリメイクを熱望していることを公言Hideki Kamiya Is Once Again Letting Capcom And Everyone Else Know That He Would “Love” To Remake Devil May Cryhttps://wccftech.com/hideki-kamiya-is-once-again-letting-capcom-and-everyone-else-know-that-he-would-love-to-remake-devil-may-cry/
2025-05-09DOOM: The Dark Ages PS5小売版は、全編ダウンロードが必要DOOM: The Dark Ages PlayStation 5 Retail Edition Requires Full Game Downloadhttps://wccftech.com/doom-the-dark-ages-retail-requires-full-download/
2025-05-09Appleの折りたたみiPhoneは、厳格な基準で製造されたSamsungディスプレイを採用 ― Galaxy Z Fold 7では未使用Apple’s Foldable iPhone To Feature A Samsung Display That Is Manufactured Only According To The Company’s Strict Standards; Has Not Been Used In The Galaxy Z Fold 7https://wccftech.com/apple-foldable-iphone-display-entirely-new-process-adopted-by-samsung/
2025-05-09Killing Floor 3、予期せぬ3月の遅延を経て7月発売に決定Killing Floor 3 Has A July Release Date After Unexpected March Delayhttps://wccftech.com/killing-floor-3-has-a-july-release-date-after-unexpected-march-delay/
2025-05-09AOC、新たなデュアルフレームゲーミングモニター『Gaming U27G4R』を発表 ― UHDとFHDモード、最大320Hzのリフレッシュレートを搭載AOC Launches Gaming U27G4R, A Dual-Frame Gaming Monitor, Offering UHD And FHD Modes With Up To 320 Hz Refresh Ratehttps://wccftech.com/aoc-launches-gaming-u27g4r-a-dual-frame-gaming-monitor/
2025-05-09堀井雄二が『クロノ・トリガー』のリメイクを検討中 ― 次回の『ドラゴンクエスト』は鳥山明の残したものを活用Chrono Trigger Remake Is Being Considered by Yuji Horii; Next Dragon Quest Will Use What Akira Toriyama Has Lefthttps://wccftech.com/chrono-trigger-remake-considered/
2025-05-09Xboxのマルチプラットフォーム戦略に、一部の出版社・開発者が困惑 ― Xbox版開発の必要性が感じられなくなっているXbox Multiplatform Strategy Is Leaving Some Publishers and Developers Baffled, with Some No Longer Seeing the Need to Develop Xbox Versions of Their Gameshttps://wccftech.com/xbox-multiplatform-strategy-publishers-baffled-no-xbox-versions/
2025-05-09Clair Obscur: Expedition 33、パッチ1.2.3でSteam Deck対応、ウルトラワイド解像度の改善と強力スキルの再調整を実施Clair Obscur: Expedition 33 Patch 1.2.3 Introduces Steam Deck, Ultrawide Resolutions Improvements, Rebalances Overpowered Skillhttps://wccftech.com/clair-obscur-expedition-33-patch-1-2-3/
2025-05-09任天堂、Nintendo Switch 1向けに新タイトルのサポートを継続予定Nintendo Switch 1 Will Continue To Be Supported with New Games by Nintendohttps://wccftech.com/nintendo-switch-1-will-continue-to-be-supported-with-new-games-by-nintendo/
2025-05-09Mafia: The Old Countryの動作環境(最小・推奨スペック)が公開Mafia: The Old Country Minimum and Recommended PC Requirements Revealedhttps://wccftech.com/mafia-the-old-country-minimum-and-recommended-pc-requirements-revealed/
2025-05-09NVIDIA、新たなH20 AI GPUモデルを噂 ― 米国の新輸出規制に伴い、さらに仕様が削減される模様NVIDIA Rumored To Release a New H20 AI GPU Model With Further “Cut-Down” Specifications, Complying With New US Export Controlshttps://wccftech.com/nvidia-to-release-a-new-h20-ai-gpu-model-with-further-cut-down-specifications/
2025-05-09Hogwarts Legacy、Nintendo Switch 2で1440pを実現 ― NVIDIA DLSSにも対応Hogwarts Legacy Runs at 1440p on the Nintendo Switch 2 with NVIDIA DLSS Supporthttps://wccftech.com/hogwarts-legacy-runs-at-1440p-on-the-nintendo-switch-2-with-nvidia-dlss-support/
2025-05-09HuaweiのKirin X90、チップスペックの一部と発売月がリーク ― 10コアCPUクラスター、ハイパースレッディングによる20スレッド対応、先進的なセキュリティなどHuawei’s Kirin X90 Partial Specifications & Launch Month Revealed By Tipster, 10-Core CPU Cluster With Support For 20 Threads Via Hyperthreading, Advanced Security & Morehttps://wccftech.com/huawei-kirin-x90-partial-specifications-and-launch-month-revealed-by-tipster/
2025-05-09Paradoxより『Europa Universalis V』が発表Europa Universalis V Announced by Paradoxhttps://wccftech.com/europa-universalis-v-announced-by-paradox/
2025-05-09Apple、M3 Ultraの最大6倍のCPU・GPUコアを搭載するチップセットの開発に着手 ― M5以降、すでに3世代分のシリコン開発中との情報もApple Reportedly Working On A Chipset With Up To Six Times As Many CPU And GPU Cores As The M3 Ultra; Company Already Developing Three Silicon Generations After M5https://wccftech.com/apple-working-on-chipset-up-with-six-times-cpu-gpu-cores-as-m3-ultra/
2025-05-09Lenovo独自のSoC「SS1101」が同社のYoga Pad Pro 14.5で確認 ― 10コアCPUクラスターとARM Mali GPU、旧製造プロセスを採用Lenovo’s Custom SoC Called ‘SS1101’ Was Recently Spotted In The Company’s Yoga Pad Pro 14.5, Sporting A 10-core CPU Cluster And An ARM Mali GPU, Using An Older Manufacturing Processhttps://wccftech.com/lenovo-custom-soc-10-core-cpu-spotted-in-yoga-pad-pro-14-5/
2025-05-09Hangar 13、PAX Eastで『Mafia: The Old Country』のゲームプレイや物語などの詳細を深堀りHangar 13 Digs Into Mafia: The Old Country Gameplay, Narrative, And More At PAX Easthttps://wccftech.com/hangar-13-digs-into-mafia-the-old-country-gameplay-narrative-and-more-at-pax-east/
2025-05-09AMD Adrenalin 25.5.1ドライバー、8タイトルとRadeon RX 9070 GREへのFSR 4サポート、FidelityFX SDKもFSR 3.1.3からアップグレードAMD Adrenalin 25.5.1 Driver Adds FSR 4 Support To 8 New Games & Radeon RX 9070 GRE, FidelityFX SDK With Upgraded FSR 3.1.3https://wccftech.com/amd-adrenalin-25-5-1-driver-fsr-4-support-8-new-games-radeon-rx-9070-gre-fidelityfx-sdk-upgraded-fsr-3-1-3/
2025-05-09Google、検索エンジン対決で主導 ― ChatGPTの34倍、1.6兆の訪問者を集めるGoogle Attracts 1.6 Trillion Visitors Or 34x Compared To ChatGPT As It Dominates Search Engine Battlehttps://wccftech.com/google-attracts-1-6-trillion-visitors-or-34x-compared-to-chatgpt-as-it-dominates-search-engine-battle/
2025-05-09Alien: Rogue Incursion ― パート1: Evolved Editionが発表、VRヘッドセット不要Alien: Rogue Incursion – Part One: Evolved Edition Announced, No VR Headset Neededhttps://wccftech.com/alien-rogue-incursion-part-one-evolved-edition-announced-no-vr-headset-needed/
2025-05-09Titan Quest II、アーリーアクセス開始を2025年夏に延期Titan Quest II Delays Early Access Debut to Summer 2025https://wccftech.com/titan-quest-ii-delays-early-access-debut-to-summer-2025/
2025-05-09Intel、18Aプロセスに関しMicrosoftと「決定的契約」を締結 ― Google、NVIDIA他も採用を検討中Intel Secures “Decisive Contract” With Microsoft For Its 18A Process; Google, NVIDIA & Many Others Now In Line To Adopt The Nodehttps://wccftech.com/intel-secures-decisive-contract-with-microsoft-for-its-18a-process/
日経 Tech Foresight
2025-05-09京大など、SiCの単一スピン読み出し成功 量子素子にhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC236B60T20C25A4000000
2025-05-09ルネサス、電子設計覇権に一歩 新たな買収視野https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC072KX0X00C25A5000000
2025-05-09ソニーセミコン「ロボ民主化」 ソフトとセンサー強みhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC071WW0X00C25A5000000
マイナビニュース テックプラス
2025-05-09TSMCの2025年4月売上高は前値同月比48%増の3496億NTドル、4月単月の最高値を更新https://news.mynavi.jp/techplus/article/20250509-3287141/
2025-05-09ESOの超大型望遠鏡「ELT」向け補償光学システム、Vicorの電源モジュールを採用https://news.mynavi.jp/techplus/article/20250509-3286837/
2025-05-09Intel Foundry Direct Connect 第1回 Intelがファウンドリ事業への注力姿勢を表明、顧客第一主義への変革に挑むhttps://news.mynavi.jp/techplus/article/directconnect-1/
TrendForce
2025-05-09TSMCの4月の売上、関税急騰で記録更新したが通貨高騰が見通しを曇らせるTSMC’s April Sales Hit Record on Tariff Rush, but Currency Gains Cloud Outlookhttps://www.trendforce.com/news/2025/05/09/news-tsmcs-april-sales-hit-record-on-tariff-rush-but-currency-gains-cloud-outlook/
2025-05-09NVIDIA、H20向けに調整されたバージョンを準備中で7月発売予定NVIDIA Reportedly Prepares Toned-down Version for H20, Set for July Releasehttps://www.trendforce.com/news/2025/05/09/news-nvidia-reportedly-prepares-toned-down-version-for-h20-set-for-july-release/
2025-05-09Apple、2026年末までにスマートグラス用チップ、2027年までに初のAIサーバーチップを計画中Apple Reportedly Plans Smart Glasses Chip by Late 2026, First AI Server Chip by 2027https://www.trendforce.com/news/2025/05/09/news-apple-reportedly-plans-smart-glasses-chip-by-late-2026-first-ai-server-chip-by-2027/
2025-05-09SMIC、米国での収益シェアが第1四半期にほぼ13%に達するも、第2四半期に4~6%の売上減少の恐れを警告SMIC’s U.S. Revenue Share Climbs to Nearly 13% in Q1; Warns of 4–6% Q2 Sales Diphttps://www.trendforce.com/news/2025/05/09/news-smics-u-s-revenue-share-climbs-to-13-in-q1-warns-of-4-6-q2-sales-dip/
2025-05-09新世代3D X-DRAMが発表、DRAMのビット密度を10倍に向上させることを目指すNew-Generation of 3D X-DRAM Unveiled: Aiming to Boost DRAM Bit Density by 10xhttps://www.trendforce.com/news/2025/05/09/news-new-generation-of-3d-x-dram-unveiled-aiming-to-boost-dram-bit-density-by-10x/
Semiconductor Digest
4 hours ago2025年第1四半期、世界の半導体売上高が2024年第1四半期比で18.8%増加Global Semiconductor Sales Increase 18.8% in Q1 2025 Compared to Q1 2024https://www.semiconductor-digest.com/global-semiconductor-sales-increase-18-8-in-q1-2025-compared-to-q1-2024/
4 hours agoNEO Semiconductor、画期的な1T1Cおよび3T0C構成のIGZOベース3D X-DRAM技術を発表NEO Semiconductor Unveils Breakthrough 1T1C and 3T0C IGZO-Based 3D X-DRAM Technologyhttps://www.semiconductor-digest.com/neo-semiconductor-unveils-breakthrough-1t1c-and-3t0c-igzo-based-3d-x-dram-technology/
4 hours agoSEMI、米国CHIPS法に基づく重要半導体サプライヤーの税額控除対象範囲を明確にする新法案を歓迎SEMI Applauds New Bill to Clarify Tax Credit Eligibility for Critical Semiconductor Suppliers Under U.S. CHIPS Acthttps://www.semiconductor-digest.com/semi-applauds-new-bill-to-clarify-tax-credit-eligibility-for-critical-semiconductor-suppliers-under-u-s-chips-act/
4 hours agoキオクシア、IEEEコーポレートイノベーション賞を受賞Kioxia Receives IEEE Corporate Innovation Awardhttps://www.semiconductor-digest.com/kioxia-receives-ieee-corporate-innovation-award/
9 hours ago機械学習が半導体の運用プロセスをどのように改善しているかHow Machine Learning Is Improving Semiconductor Operationshttps://www.semiconductor-digest.com/how-machine-learning-is-improving-semiconductor-operations/
日本経済新聞
2025-05-10トランプ氏、対中関税「80%」で先手 10日から米中協議https://www.nikkei.com/article/DGXZQOGM097LT0Z00C25A5000000/
2025-05-10忍び寄る電力不足の足音 銀行は安定供給支えられるかhttps://www.nikkei.com/article/DGXZQOUB08AJZ0Y5A500C2000000/
2025-05-10NVIDIA、中国向け低性能AI半導体を設計 ロイター報道https://www.nikkei.com/article/DGXZQOGN09E1F0Z00C25A5000000/
2025-05-10ワークマン、29年に台湾で常設店 機能性衣料で東南ア進出の足掛かりにhttps://www.nikkei.com/article/DGXZQOUC076NW0X00C25A5000000/
2025-05-10TSMC、4月売上高が最高 AI向け先端品好調で48.1%増https://www.nikkei.com/article/DGXZQOGM095OO0Z00C25A5000000/
2025-05-10ミネベアミツミ純利益は最大19%増 26年3月期、軸受けが堅調https://www.nikkei.com/article/DGXZQOTG0757Z0X00C25A5000000/
2025-05-10中国半導体大手2社、2ケタ増収 政府の国産購入指導https://www.nikkei.com/article/DGXZQOGM094HG0Z00C25A5000000/
2025-05-10瀬戸際の国産EV電池、日産とトヨタが断念・延期 経済安保に打撃https://www.nikkei.com/article/DGXZQOUC094830Z00C25A5000000/
2025-05-10製薬大手、「米国シフト」24兆円投資 関税回避も欧州に空洞化懸念https://www.nikkei.com/article/DGXZQOGR052OD0V00C25A5000000/
2025-05-10SCREENの26年3月期、純利益12%減 米関税影響が重荷https://www.nikkei.com/article/DGXZQOUF0824B0Y5A500C2000000/
ダイヤモンドオンライン
May 9 20:10日本郵船CFOが激白、トランプ関税は海運業界の追い風にも・第一ゼミナールに2年連続の株主提案・デクセリアルズ社長が「今の株価は割安だ」と断言https://diamond.jp/articles/-/364527
May 8 21:00【西日本】主要国立大「就職先企業・団体」ランキング2024最新版!阪大で圏外からトップに急浮上した意外な企業は?https://diamond.jp/articles/-/364356
May 8 21:00【西日本】主要国立大「就職先企業・団体」ランキング2024最新版【全20位・完全版】https://diamond.jp/articles/-/364343
May 8 19:55世界シェア首位の化学材料を持つデクセリアルズ社長が「今の株価は割安だ」と断言!将来を“予見”する製品開発術と売上高1.5倍に向けた次の成長領域を徹底解説https://diamond.jp/articles/-/364484
Tom’s Hardware
2025-05-09 22:00HuaweiのKirin X90は、同社にとって『Apple Silicon』の瞬間となるかもしれないHuawei’s Kirin X90 may be the company’s “Apple Silicon” momenthttps://www.tomshardware.com/pc-components/cpus/huaweis-kirin-x90-may-be-the-companys-apple-silicon-moment-matebook-pro-2025-features-in-house-hardware-and-software
2025-05-09 20:20NvidiaのRTX 5060は、チップメーカーがレビュアーにプレス用ドライバーを提供しないことを選んだため、レビューなしで発売されるNvidia’s RTX 5060 will launch without reviews since chipmaker opts not to supply press drivers to reviewershttps://www.tomshardware.com/pc-components/gpus/nvidias-rtx-5060-will-launch-without-reviews-since-chipmaker-opts-not-to-supply-press-drivers-to-reviewers
TechPowerup
2025-05-09T17:30:03+00:00DOOM: ザ・ダークエイジズ パフォーマンスベンチマークレビュー ― 40台のGPUをテストDOOM: The Dark Ages Performance Benchmark Review – 40 GPUs Testedhttps://www.techpowerup.com/review/doom-the-dark-ages-performance-benchmark/
2025-05-09T17:07:08+00:00流出したベンチマーク結果が示す、NVIDIAのGB10 ARMスーパーシップの可能性NVIDIA’s GB10 Arm Superchip Looks Promising in Leaked Benchmark Resultshttps://www.techpowerup.com/336586/nvidias-gb10-arm-superchip-looks-promising-in-leaked-benchmark-results
2025-05-09T16:35:57+00:00KeysOffの母の日セール:正規ソフトウェアが大幅割引KeysOff Mother’s Day Sale: Big Discounts on Genuine Softwarehttps://www.techpowerup.com/336573/keysoff-mothers-day-sale-big-discounts-on-genuine-software
2025-05-09T16:04:46+00:00GEEEKがRhinoオープンエアフレームケースシリーズを発売GEEEK Launches the Rhino Open Air Frame Cases Serieshttps://www.techpowerup.com/336584/geeek-launches-the-rhino-open-air-frame-cases-series
2025-05-09T12:28:28+00:00Swissbit、iShield Key 2ハードウェア認証器を発表Swissbit Intros iShield Key 2 Hardware Authenticatorhttps://www.techpowerup.com/336582/swissbit-intros-ishield-key-2-hardware-authenticator
2025-05-09T12:22:41+00:00Biwin、Computex 2025で業界トップクラスのストレージソリューションを披露Biwin to Showcase Industry-Leading Storage Solutions at Computex 2025https://www.techpowerup.com/336581/biwin-to-showcase-industry-leading-storage-solutions-at-computex-2025
2025-05-09T12:18:26+00:0056ドルのフルコーディングパッケージは永久に続かないThis $56 Full Coding Package Won’t Be Around Foreverhttps://www.techpowerup.com/336557/this-usd-56-full-coding-package-wont-be-around-forever
2025-05-09T12:14:10+00:00Tripwire Interactive、Killing Floor 3のグローバル発売日を7月24日に発表Tripwire Interactive Announces July 24 Global Launch Date for Killing Floor 3https://www.techpowerup.com/336580/tripwire-interactive-announces-july-24-global-launch-date-for-killing-floor-3
2025-05-09T11:49:45+00:00Turtle Beach Corporation、2025年第1四半期の売上高、調整後EBITDA、粗利益率の増加を発表Turtle Beach Corporation Announces Growth in Revenue, Adjusted EBITDA and Gross Margins in First Quarter 2025 Resultshttps://www.techpowerup.com/336579/turtle-beach-corporation-announces-growth-in-revenue-adjusted-ebitda-and-gross-margins-in-first-quarter-2025-results
2025-05-09T11:23:28+00:00YUNZIIがQL75 レトロタイプライターメカニカルキーボードを発売YUNZII Launches Its QL75 Retro Typewriter Mechanical Keyboardhttps://www.techpowerup.com/336578/yunzii-launches-its-ql75-retro-typewriter-mechanical-keyboard
2025-05-09T10:05:28+00:00Biostar、エッジコンピューティング向けEdgeComp MS-J6412 IPCを発売Biostar Launches EdgeComp MS-J6412 IPC for Edge Computing Applicationshttps://www.techpowerup.com/336576/biostar-launches-edgecomp-ms-j6412-ipc-for-edge-computing-applications
2025-05-09T09:52:25+00:00Gigabyte X870 / B850 Aorus Stealth IceがRC PC構築体験に新たな時代を切り拓くGigabyte X870 / B850 Aorus Stealth Ice Pioneering a New Era of RC PC Building Experiencehttps://www.techpowerup.com/336575/gigabyte-x870-b850-aorus-stealth-ice-pioneering-a-new-era-of-rc-pc-building-experience
2025-05-09T08:29:27+00:00ADATA、2025年のレッドドットデザイン賞を4部門で受賞ADATA Wins Four 2025 Red Dot Design Awardshttps://www.techpowerup.com/336572/adata-wins-four-2025-red-dot-design-awards
2025-05-09T08:14:39+00:00Noctua、NH-D15 G2専用 オフセットLGA1851マウンティングバーを発売Noctua Releases NH-D15 G2 Specific Offset LGA1851 Mounting Barshttps://www.techpowerup.com/336571/noctua-releases-nh-d15-g2-specific-offset-lga1851-mounting-bars
EETimes Taiwan
2025-05-09中国のレアアース管理規制が、来年のチップ産業の発展に影響を及ぼす恐れ中國稀土管制恐將影響明年晶片產業發展https://www.eettaiwan.com/20250509nt61-china-s-rare-earth-controls-may-impact-chip-industry-by-2026/
2025-05-09スタック式負荷アーキテクチャの改良堆疊負載架構的改良https://www.eettaiwan.com/20250509ta31-improvements-in-the-stacked-load-architecture/
2025-05-092025年、台湾の半導体産出額は新台湾ドルで5.45兆に達する2025年台灣半導體產值達新台幣5.45兆元https://www.eettaiwan.com/20250509nt21-2025-taiwan-s-semiconductor-output-value/
2025-05-08インダストリー5.0:ヒューマンマシン協働と無線技術の緊密な融合工業5.0:人機協作與無線技術的深度融合https://www.eettaiwan.com/20250508nt31-industry-5-0-human-centric-fueled-by-wireless/
2025-05-08先進DCCプラットフォームが二輪車の走行体験を一新先進DCC平台改變兩輪車騎行體驗https://www.eettaiwan.com/20250508nt71-advanced-digital-connected-cluster-transforms-the-two-wheeler-riding-experience/
2025-05-08あなたのブラウザは、ネット攻撃の入り口になっていませんか?你的瀏覽器是不是網路攻擊的破口?https://www.eettaiwan.com/20250508nt21-is-the-browser-a-vulnerability-for-network-attacks/
2025-05-08Secutech 2025で、AIとサイバーセキュリティ技術が注目を集めるAI與資安技術亮相Secutech 2025https://www.eettaiwan.com/20250508nt22-ai-and-cybersecurity-technologies-take-center-stage-at-secutech-2025/
2025-05-07高圧・高周波の応用が主流となる中、ワイドバンドギャップ半導体は今なお多くの課題を抱える高壓/高頻應用大勢所趨 寬能隙半導體任重道遠https://www.eettaiwan.com/20250507nt11-wbg-semiconductors-have-an-important-role-to-play/
2025-05-07DeepSeekの登場後、なぜAIチップがより売れるのか?為何DeepSeek出現後AI晶片更暢銷?https://www.eettaiwan.com/20250507nt61-why-are-ai-chips-more-popular-after-the-emergence-of-deepseek/
2025-05-07アメリカの関税コストが消費者に転嫁される恐れ 2025年のテレビ出荷は前年比0.7%減少恐轉嫁美國關稅成本予消費者 2025年電視出貨年減0.7%https://www.eettaiwan.com/20250507nt21-2025-tv-shipment/
2025-05-07FortinetのOT向けセキュリティ運用プラットフォームが再アップグレードし、重要インフラの保護を強化Fortinet OT安全營運平台再升級,強化關鍵基礎設施防護https://www.eettaiwan.com/20250507nt41-fortinet/
2025-05-06ポスト量子暗号:未来の安全課題に挑む後量子密碼學:迎戰未來安全挑戰https://www.eettaiwan.com/20250506nt31-post-quantum-cryptography-moving-forward/
EETimes Asia
2025-05-09Microchip、新型低消費電力PIC16F17576マイコンをアナログ監視向けに発表Microchip Debuts Low-Power PIC16F17576 MCUs for Analog Monitoringhttps://www.eetasia.com/embeddednews-microchip-debuts-low-power-pic16f17576-mcus-for-analog-monitoring/
2025-05-082024年、世界のスマートフォン向けCMOSイメージセンサー出荷台数が前年比2%増加Worldwide Smartphone CMOS Image Sensor Shipments Up 2% YoY in 2024https://www.eetasia.com/worldwide-smartphone-cmos-image-sensor-shipments-up-2-yoy-in-2024/
2025-05-08Uviquity、シークレット状態から脱し、人に安全なフォトニック除菌用遠紫外線チップ技術を開発Uviquity Emerges from Stealth to Develop Far-UVC Chip Tech for Human-Safe Photonic Disinfectionhttps://www.eetasia.com/uviquity-emerges-from-stealth-to-develop-far-uvc-chip-tech-for-human-safe-photonic-disinfection/
2025-05-08Cadence AICP、物理的AIアプリケーションの推進を加速Cadence AICP Accelerates Physical AI Applicationshttps://www.eetasia.com/cadence-aicp-accelerates-physical-ai-applications/
2025-05-08TSMCのA14ノード、AI推進へTSMC’s A14 Node to Power AIhttps://www.eetasia.com/tsmcs-a14-node-to-power-ai/
2025-05-07FIC Global、光トランシーバ事業の拡大へFIC Global to Expand Optical Transceivers Businesshttps://www.eetasia.com/fic-global-to-expand-optical-transceivers-business/
2025-05-07TrendForce:自動化が鍵だが、米国のスマートファクトリー建設費は中国を大きく上回るTrendForce: Automation is Key, But U.S. Smart Factory Build-Out Costs Far Exceed China’shttps://www.eetasia.com/trendforce-automation-is-key-but-u-s-smart-factory-build-out-costs-far-exceed-chinas/
2025-05-07LG Innotek、FC-BGAに注目し、最先端のドリームファクトリーを公開LG Innotek Sets Sights on FC-BGA, Unveils State-of-the-art Dream Factoryhttps://www.eetasia.com/lg-innotek-sets-sights-on-fc-bga-unveils-state-of-the-art-dream-factory/
2025-05-07Intel、危機的局面に直面:財務リスク、レイオフ、ファウンドリへの野心Intel at Critical Juncture: Financial Risks, Layoffs, Foundry Ambitionshttps://www.eetasia.com/intel-at-critical-juncture-financial-risks-layoffs-foundry-ambitions/
2025-05-06SynopsysとIntel Foundry、エングストローム単位のチップ設計の進展に向け協力Synopsys and Intel Foundry Collaborate to Advance Angstrom-Scale Chip Designshttps://www.eetasia.com/synopsys-and-intel-foundry-collaborate-to-advance-angstrom-scale-chip-designs/
2025-05-06ETEI Electronics、香港に倉庫と出荷検査センターを設立ETEI Electronics Sets Up Warehouse, Shipping Inspection Center in Hong Konghttps://www.eetasia.com/etei-electronics-sets-up-warehouse-shipping-inspection-center-in-hong-kong/
2025-05-06Smiths Interconnect、次世代テストソケット『DaVinci Gen V』を発売Smiths Interconnect Launches ‘DaVinci Gen V’ Next-gen Test Sockethttps://www.eetasia.com/smiths-interconnect-launches-davinci-gen-v-next-gen-test-socket/
EETimes India
2025-05-06STの衛星測位受信機が自動車・産業用途向けの高精度位置測定を普及へST SatNav Receiver to Democratize Precise Positioning for Automotive, Industrial Applicationshttps://www.eetindia.co.in/st-satnav-receiver-to-democratize-precise-positioning-for-automotive-industrial-applications/
2025-05-06Wise-integrationがPCIM 2025でEV用OBC向けSiC 7kWデモボードを初披露Wise-integration to Debut SiC 7kW Demoboard for EV OBCs at PCIM 2025https://www.eetindia.co.in/wise-integration-to-debut-sic-7kw-demoboard-for-ev-obcs-at-pcim-2025/
2025-05-06OKIの124層PCB技術、次世代AI半導体試験装置をターゲットにOKI’s 124-Layer PCB Tech Targeted at Next-Gen AI Semiconductor Testing Equipmenthttps://www.eetindia.co.in/okis-124-layer-pcb-tech-targeted-at-next-gen-ai-semiconductor-testing-equipment/
2025-05-06DixonとInventec、インドでノートPCおよびネットワーキング製品製造のための合弁会社を設立Dixon and Inventec Set Up JV to Manufacture Notebook PC, Networking Products in Indiahttps://www.eetindia.co.in/dixon-and-inventec-set-up-jv-to-manufacture-notebook-pc-networking-products-in-india/
2025-05-05Valens SemiconductorとESWIN、中国市場向けMIPI A-PHYチップセットを共同開発Valens Semiconductor and ESWIN Collaborate to Bring MIPI A-PHY Chipsets for China Markethttps://www.eetindia.co.in/valens-semiconductor-and-eswin-collaborate-to-bring-mipi-a-phy-chipsets-for-china-market/
2025-05-05TSMC、次世代A14プロセステクノロジーを発表TSMC Launches Next-Gen A14 Process Technologyhttps://www.eetindia.co.in/tsmc-launches-next-gen-a14-process-technology/
2025-05-05MeitY、電子部品製造スキーム向けガイドラインとポータルを開始MeitY Launches Guidelines and Portal for Electronics Component Manufacturing Schemehttps://www.eetindia.co.in/meity-launches-guidelines-and-portal-for-electronics-component-manufacturing-scheme/
2025-05-02半導体業界における制裁遵守が大きな課題にSanctions Compliance a Top Challenge for the Semiconductor Sectorhttps://www.eetindia.co.in/sanctions-compliance-a-top-challenge-for-the-semiconductor-sector/
2025-04-30ISA-95、産業自動化のゴールドスタンダードとして注目ISA-95 Gains Traction as the Gold Standard for Industrial Automationhttps://www.eetindia.co.in/isa-95-gains-traction-as-the-gold-standard-for-industrial-automation/
2025-04-28Nextchip、次世代ADASソリューション向けにCevaのNPU IPを採用Nextchip Taps Ceva NPU IP for Next-Gen ADAS Solutionshttps://www.eetindia.co.in/nextchip-taps-ceva-npu-ip-for-next-gen-adas-solutions/
ZDNET Korea
2025-05-10サムスン トライフォールドフォン、シリコンカーボンバッテリー搭載か?삼성 트리폴드폰, 실리콘 카본 배터리 탑재되나https://www.zdnet.co.kr/20250509171843%22%20title=%22
2025-05-10国힘、史上初の大統領候補交代…キムムンス候補選出取り消し국힘, 초유의 대선 후보 교체…김문수 후보 선출 취소https://www.zdnet.co.kr/20250510063419%22%20title=%22
2025-05-10「ルノー・グラン コレオス契約で、整備クーポン20万ウォン相当をプレゼント」“르노 그랑 콜레오스 계약하면 정비 쿠폰 20만원 상당 쏜다”https://www.zdnet.co.kr/20250510000041%22%20title=%22
2025-05-09ドリミ ロボット掃除機、国内オフライン攻略を加速드리미 로봇청소기, 국내 오프라인 공략 박차https://www.zdnet.co.kr/20250509232841%22%20title=%22
2025-05-09アイエル、第一四半期売上高255億ウォン「過去最高」아이엘, 1분기 매출액 255억원 ‘역대 최대’https://www.zdnet.co.kr/20250509232114%22%20title=%22
2025-05-09コジマ、顧客忠誠度大賞を8年連続で1位獲得코지마, 고객충성도 대상 8년 연속 1위https://www.zdnet.co.kr/20250509231618%22%20title=%22
2025-05-09LGエレクトロニクス、フイセン オブジェコレクション 除湿機新製品発売LG전자, 휘센 오브제컬렉션 제습기 신제품 출시https://www.zdnet.co.kr/20250509231141%22%20title=%22
2025-05-09KAI、HJ中工業と高速上陸艇の整備国産化で合意KAI, HJ중공업과 고속상륙정 정비 국산화 맞손https://www.zdnet.co.kr/20250509230145%22%20title=%22
2025-05-09AIの最終形態はヒューマノイドロボットか?…ディロイトが分析した結果AI 종착점은 휴머노이드 로봇?…딜로이트가 분석했더니https://www.zdnet.co.kr/20250509223652%22%20title=%22
2025-05-09[Q&AI] イーサリアム、1日で22%急騰…なぜ?[Q&AI] 이더리움 하루새 22% 급등… 왜?https://www.zdnet.co.kr/20250509223550%22%20title=%22
2025-05-09ウィミックス、DAXAに正式照会…「模範事例改正案、標的改正の疑い」위믹스, DAXA에 공식 질의…”모범사례 개정안, 표적 개정 의심”https://www.zdnet.co.kr/20250509195823%22%20title=%22
2025-05-09ウィバスブレイン、2年連続『輸出バウチャー事業』に選定…海外B2B市場に挑戦위버스브레인, 2년 연속 ‘수출 바우처 사업’ 선정…해외 B2B 공략https://www.zdnet.co.kr/20250509194008%22%20title=%22
2025-05-09クーパン、リビングバーゲン開催…ガヌダ、ジヌス、スリープ앤スリープが参加쿠팡, 리빙 할인전 진행…가누다·지누스·슬립앤슬립 참여https://www.zdnet.co.kr/20250509193906%22%20title=%22
2025-05-09フェイカーが登場…『SOOPアドベンチャー』第2弾ティザービデオ公開페이커 떴다…’SOOP 어드벤처’ 2차 티저 영상 공개https://www.zdnet.co.kr/20250509193529%22%20title=%22
2025-05-09ネイバー地図、個人向けにカスタマイズされた到着時間を案内네이버 지도, 개인 맞춤 도착 시간 알려준다https://www.zdnet.co.kr/20250509190941%22%20title=%22
2025-05-09ロッテエナジーミ티、在庫を使い切り『第2四半期から稼働率正常化』재고 소진 마친 롯데에너지머티 “2분기부터 가동률 정상화”https://www.zdnet.co.kr/20250509172151%22%20title=%22
2025-05-09サラミン コメイト-ウリ銀行、外国人向けプラットフォーム活性化に注力사람인 코메이트-우리은행, 외국인 플랫폼 활성화 힘 모은다https://www.zdnet.co.kr/20250509175702%22%20title=%22
2025-05-09コードトリー-AWS、全国大学生プログラミングコンテスト『2025 ACPC』開催코드트리-AWS, 전국 대학생 프로그래밍 경진대회 ‘2025 ACPC’ 개최https://www.zdnet.co.kr/20250509173713%22%20title=%22
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中央日報
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BAIDU
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昨天18:0116億元規模の半導体材料買収騒動 ― 白衣の騎士の大胆な賭けとその背後に潜む懸念16亿元半导体材料并购风云 白衣骑士的豪赌与隐忧https://baijiahao.baidu.com/s?id=1831636729972723921&wfr=spider&for=pc
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26分钟前安森美半導体は5月9日の取引額が4.82億ドルに達し、同日米国株式市場で第167位にランクされました安森美半导体5月9日成交额为4.82亿美元 在当日美股中排第167名https://stock.10jqka.com.cn/20250510/c668066810.shtml
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昨天16:10ハンセン指数は終値で0.4%上昇、ハンセンテクノロジー指数は0.93%下落。半導体株が大きく下落し、華虹が注目を集めています…恒生指数收盘涨0.4%,恒生科技指数跌0.93%。半导体股跌幅居前,华虹…https://baijiahao.baidu.com/s?id=1831629714544692125&wfr=spider&for=pc
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