Semiconductor News 20250526

TOC

Main News

  1. Nvidia is reportedly developing a low-cost AI chip for China. This is to circumvent U.S. export restrictions and may cut prices by 30% by not using TSMC’s CoWoS or HBM. The new chip is expected to be the Nvidia RTX PRO 6000D (B40) Blackwell GPU, the successor to the H20 accelerator, which is banned in China.
  2. TSMC ‘s advanced packaging is growing rapidly, fueled by Apple’s WMCM and AI-related orders from the Middle East, and reports that TSMC will invest 2.2 trillion yen.
  3. Samsung aims to replace silicon interposers with glass by 2028. By doing so, the company aims to gain faster AI chips, lower manufacturing costs, and an edge in the semiconductor arena.
  4. Following the divestiture of Samsung BioLogics, there is growing discussion about a possible spin-off of Samsung Electronics’ foundry business.
  5. There is a lot of activity regarding U.S. tariffs and trade policy. It has been reported that President Trump may sue President Trump over the 50 %関税賦課を7月9日まで延期する一方、カリフォルニア州司法長官はAppleを標的とした25%iPhone tariff attempt on the EU. In response to these tariff shocks, companies are beginning to redesign their supply chains using AI. The U.S. is also urging South Korea to eliminate non-tariff barriers.
  6. In China’s domestic semiconductor industry, domestic production and M&A are progressing. A wave of restructuring in the semiconductor industry is underway, with Haiguang Information absorbing Zhongke Akebono, and there are moves by A-share semiconductor giants to list their shares in Hong Kong.
  7. Global chip sales rose 18.8% in the first quarter of 2025. By region, Intel and AMD exports to Russia fell sharply, but local companies said supply continued, while major Korean chip equipment makers saw significant profit growth due to higher demand in China.
  8. AI technology is evolving and applications are expanding. Innatera’s Pulsar, a neuromorphic RISC-V MCU manufactured by TSMC for edge AI, is now available, and a liquid-cooled high-density GPU rack solution will be on display at COMPUTEX 2025. In Korea, the construction of AI systems to support judicial rulings has begun, and the issue of AI power consumption is being discussed.
  9. There are major developments in Apple-related products and operating systems. tvOS and watchOS will undergo a major redesign at WWDC 2025, incorporating visionOS-inspired UI designs. xiaomi has entered the 3nm competition, but this is not a showdown with Apple. It has stated that it is not. Also, as noted above, Apple is reportedly subject to possible U.S. tariff issues.
  10. India is focusing on the semiconductor sector. Silicon collaboration with Taiwan and ambitions in the area of OSAT (back-end process services) are reported, and Trymax Semiconductor has achieved 500 process chamber installations in the Asian region.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
May 26, 11:00InnateraのPulsar:エッジAI時代向け、TSMC製造の初のニューロモルフィックRISC-V MCUInnatera’s Pulsar: first neuromorphic RISC-V MCU, TSMC-fabbed for edge AI erahttps://www.digitimes.com/news/a20250522VL211/innatera-risc-v-mcu-edge-ai-dutch-development.html
May 26, 10:52AppleのWMCMに後押しされ、中東のAI発注でTSMCの先進パッケージングが急成長TSMC’s advanced packaging booms on Middle East AI orders, boost by Apple’s WMCMhttps://www.digitimes.com/news/a20250526PD209/tsmc-packaging-apple-middle-east-demand.html
May 26, 10:43Nvidia、米国の輸出規制を回避するため中国向け低コストAIチップを開発中と報じられるNvidia reportedly develops new lower-cost AI chip for China to skirt US export curbshttps://www.digitimes.com/news/a20250526VL203/nvidia-ai-chip-launch-gpu-blackwell.html
May 26, 10:12週間ニュースまとめ:Huaweiの5G優位、DeepSeekのLLM進出、TSMCのパッケージング格差Weekly news roundup: Huawei’s 5G lead, DeepSeek’s LLM moves, and TSMC’s packaging gaphttps://www.digitimes.com/news/a20250526VL201/digitimes-asia-weekly-news-roundup-huawei-nvidia-deepseek-tsmc-packaging.html
May 26, 07:14Xiaomi、3nm競争に参入も、雷軍はこれをAppleとの対決とは見なさないXiaomi enters 3nm race, but Lei Jun says it’s no Apple showdownhttps://www.digitimes.com/news/a20250523PD219/xiaomi-3nm-apple-chips-4g.html
May 26, 07:07Xiaomi、3nm XRing O1のブレイクスルーでMediaTekに挑むXiaomi takes aim at MediaTek with 3nm XRing O1 breakthroughhttps://www.digitimes.com/news/a20250523VL203/xiaomi-xring-soc-3nm-mediatek.html
May 26, 07:07インド関連まとめ:台湾・インド間のシリコン連携と世界の半導体チェスボードIndia roundup: Taiwan-India silicon ties and the global chip chessboardhttps://www.digitimes.com/news/a20250523VL204/foxconn-india-inventec-silicon-taiwan-tsmc.html
May 26, 07:04ベトナムの躍進:Meiko、3億5100万ドルの拡大投資でAppleからの依存解消を支援Vietnam rising: Meiko fuels Apple’s decoupling with $351m expansionhttps://www.digitimes.com/news/a20250522PD211/capex-supply-chain-apple-expansion-production.html
wccftech
2025-05-26Star Citizenの開発者が『現行/次世代コンソール』向けに採用を実施中Star Citizen Developer Is Hiring for ‘Current/Next-Gen Consoles’https://wccftech.com/star-citizen-developer-is-hiring-for-current-next-gen-consoles/
2025-05-25WWDC 2025で、tvOSとwatchOSが透明なUI、visionOSに着想を得た要素、そしてAppleプラットフォーム全体で統一されたデザイン言語を特色とする大規模な再設計を受けるtvOS and watchOS To Receive Major Redesign At WWDC 2025 Featuring Transparent UI, visionOS-Inspired Elements, And A Unified Design Language Across Apple Platformshttps://wccftech.com/tvos-watchos-major-changes-at-wwdc-event-like-ios/
2025-05-25Samsung、2028年までにシリコンをガラス製インターポーザーに置き換え、より高速なAIチップ、低コストな製造、半導体分野での先行優位を狙うSamsung To Replace Silicon With Glass Interposers By 2028, Aiming For Faster AI Chips, Cheaper Manufacturing, And An Edge In Semiconductor Innovationhttps://wccftech.com/samsung-transitions-to-silicon-interposers-from-glass-2028/
2025-05-25Marathonにおけるマーケティング計画無しの噂が、潜在的な遅延を示唆Marathon Rumor of No Marketing Plans Suggests Potential Delayhttps://wccftech.com/marathon-rumor-of-no-marketing-plans-suggests-potential-delay/
2025-05-25カリフォルニア州司法長官が、Appleを標的にする可能性のある25%のiPhone関税を試みたとして、米国大統領ドナルド・トランプを訴える可能性California Attorney General May Take U.S. President Donald Trump To Court Over Potentially Singling Out Apple By Attempting To Charge The Company 25 Percent In iPhone Tariffshttps://wccftech.com/california-attorney-general-could-sue-donald-trump-over-25-percent-iphone-tariffs/
2025-05-25Intel、エントリーレベル「Core Ultra 200」ワークステーション向けデスクトップ及びラップトップCPUを発表Intel Announces Entry-Level “Core Ultra 200” Workstation Desktop And Laptop CPUshttps://wccftech.com/intel-entry-level-workstation-desktops-laptops-core-ultra-200-arrow-lake-cpus/
2025-05-25Sony、伝説的PS Vitaハンドヘルドの後継機について協議中―AMDとSamsungのコンボ搭載の可能性もSony’s Successor to the “Iconic” PS Vita Handheld Is Currently Under Discussion & Could Feature an AMD+Samsung Combohttps://wccftech.com/sony-sucessor-ps-vita-under-discussion/
2025-05-25NVIDIA、今年中国向け次世代「Blackwell」チップで最大100億ドルの収益獲得の可能性―価格は6,500~8,000ドルNVIDIA Could Earn Up To $10 Billion From Its Next “Blackwell” Chip For China This Year, Priced at Just $6,500-$8,000https://wccftech.com/nvidia-earn-10-billion-from-next-blackwell-chip-for-china/
日経 Tech Foresight
2025-05-26「AIがコード改良」「TSMC、2.2兆円投資」 海外動向https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC237X10T20C25A5000000
2025-05-26半導体装置、米中で駆け込み需要「収束」 好調一転もhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC227IJ0S5A520C2000000
マイナビニュース テックプラス
TrendForce
2025-05-26インテルとAMDのロシア向け輸入が90%急落、それでも現地企業はチップ供給が続いていると語るIntel and AMD Imports to Russia Plunge 90%, Yet Local Firms Say Chips Still Flowhttps://www.trendforce.com/news/2025/05/26/news-intel-and-amd-imports-to-russia-plunge-90-yet-local-firms-say-chips-still-flow/
2025-05-26報道によると、NVIDIAの新中国向けAIチップは30%の値下げを実現するため、TSMCのCoWoSとHBMを放棄しているNVIDIA’s New China AI Chip Reportedly Ditches TSMC’s CoWoS, HBM for 30% Price Cuthttps://www.trendforce.com/news/2025/05/26/news-nvidias-new-china-ai-chip-reportedly-ditches-tsmcs-cowos-hbm-for-30-price-cut/
2025-05-26韓国の主要チップ装置メーカー、パークシステムズとジュサンエンジニアリングが中国ブームを背景に第1四半期の利益を大幅に伸ばすTop South Korean Chip Tool Makers Park Systems and Jusung Engineering Q1 Profit Surge on China Boomhttps://www.trendforce.com/news/2025/05/26/news-top-south-korean-chip-tool-makers-park-systems-and-jusung-engineering-q1-profit-surge-on-china-boom/
2025-05-26サムスンバイオロジクスの事業分割がファウンドリのスピンオフを巻き起こす:潜在的なシナリオが明らかにSamsung BioLogics Split Sparks Foundry Spin-Off Buzz: Potential Scenarios Unveiledhttps://www.trendforce.com/news/2025/05/26/news-samsung-biologics-split-sparks-foundry-spin-off-buzz-potential-scenarios-unveiled/
Semiconductor Digest
日本経済新聞
2025-05-26日経平均株価続伸、午前終値168円高の3万7329円https://www.nikkei.com/article/DGXZQOFL260EZ0W5A520C2000000/
2025-05-26東証前引け 日経平均は続伸 300円高 米がEUへの50%関税「7月9日まで延期」でhttps://www.nikkei.com/article/DGXZQOFL261CZ0W5A520C2000000/
2025-05-26富士電機、最終減益https://www.nikkei.com/article/DGXZQOTG23BOH0T20C25A5000000/
2025-05-26ソフトバンクG株価続伸 孫会長が日米政府系ファンド構想報道https://www.nikkei.com/article/DGXZQOFL261590W5A520C2000000/
2025-05-26香港株寄り付き 反落、米関税の不透明感が重荷https://www.nikkei.com/article/DGXZQOFL261EI0W5A520C2000000/
2025-05-26東証10時 日経平均は上げ幅拡大 半導体株に先回り買いもhttps://www.nikkei.com/article/DGXZQOFL260W30W5A520C2000000/
2025-05-26東証寄り付き 日経平均は続伸 「米が対EU関税延期」報道https://www.nikkei.com/article/DGXZQOFL2605E0W5A520C2000000/
2025-05-26日経平均株価、欧米株安と円高が重荷(先読み株式相場)https://www.nikkei.com/article/DGXZQOFL251KU0V20C25A5000000/
2025-05-26渋谷工業、ペットボトル飲料革新の黒子 無菌充塡でアジア開拓https://www.nikkei.com/article/DGXZQOCC14B7Q0U5A510C2000000/
2025-05-26上場企業、25年3月期は4年連続最高益 銀行や電機など7割の業種が改善https://www.nikkei.com/article/DGXZQOTG1985M0Z10C25A5000000/
ダイヤモンドオンライン
May 26 03:002025年末までの「日経平均株価」の値動きを予測! 夏以降上昇して4万円台回復へ!?https://diamond.jp/articles/-/365290
Tom’s Hardware
2025-05-25 23:32マイクロソフトのスマートアプリコントロールはマルウェアをブロックし、PCのパフォーマンスへの影響が軽いMicrosoft’s Smart App Control blocks malware and has ‘lighter impact on your PC’s performance’https://www.tomshardware.com/software/antivirus/microsofts-smart-app-control-blocks-malware-and-has-lighter-impact-on-your-pcs-performance
2025-05-25 22:37ギャラリーがドイツで最も埃だらけで汚れたPCを展示Gallery showcases the dustiest, grimiest PCs in Germanyhttps://www.tomshardware.com/desktops/pc-building/gallery-showcases-the-dustiest-grimiest-pcs-in-germany-400-images-of-fascinating-horror-for-pc-diyers
2025-05-25 22:07報道によると、Nvidia RTX PRO 6000D (B40) ブラックウェルGPUは、中国で禁止されているH20アクセラレータに取って代わる予定Nvidia RTX PRO 6000D (B40) Blackwell GPUs reportedly set to supersede banned H20 accelerators in Chinahttps://www.tomshardware.com/pc-components/gpus/nvidia-rtx-pro-6000d-b40-blackwell-gpus-reportedly-set-to-supersede-banned-h20-accelerators-in-china
2025-05-25 21:30ゲイブ・ニューウェルのブレイン・コンピュータ・インターフェーススタートアップが、今年後半に初のチップを発表へGabe Newell’s brain-computer interface startup to reveal first chips later this yearhttps://www.tomshardware.com/peripherals/wearable-tech/gabe-newells-brain-computer-interface-startup-to-reveal-first-chips-later-this-year
2025-05-25 21:05マスク、Google検索のシェアが90%以下に低下したことについて、AIが検索を不要にすると主張Musk asserts AI will make search redundant in comment on Google Search share dipping below 90%https://www.tomshardware.com/tech-industry/artificial-intelligence/musk-asserts-ai-will-make-search-redundant-in-comment-on-google-search-share-dipping-below-90-percent
2025-05-25 01:03Nvidia、再起動時の画面が真っ白になる問題を解消するため、緊急のRTX 5060シリーズファームウェアをリリースNvidia releases emergency RTX 5060-series firmware to fix blank screens on reboothttps://www.tomshardware.com/pc-components/gpus/nvidia-releases-emergency-rtx-5060-series-firmware-to-fix-blank-screens-on-reboot
2025-05-25 01:26報道によると、Oracleは新しいOpenAIデータセンターのために、400億ドル相当のNvidia AI GPUを発注したOracle has reportedly placed an order for $40 billion in Nvidia AI GPUs for a new OpenAI data centerhttps://www.tomshardware.com/pc-components/gpus/oracle-has-reportedly-placed-an-order-for-usd40-billion-in-nvidia-ai-gpus-for-a-new-openai-data-center
2025-05-25 00:34IntelとAMDのロシア向け輸入は2024年に最大95%減少したが、現地企業はこれに反論Intel and AMD imports in Russia fell by up to 95% in 2024, but local companies disagreehttps://www.tomshardware.com/tech-industry/intel-and-amd-imports-in-russia-fell-by-up-to-95-percent-in-2024-but-local-companies-disagree
2025-05-24 22:45世界一大音量のメカニカルキーボードは、リレーと爆竹を使って音を出すThe world’s loudest mechanical keyboard features relays and firecrackers to make noisehttps://www.tomshardware.com/peripherals/mechanical-keyboards/the-worlds-loudest-mechanical-keyboard-features-relays-and-firecrackers-to-make-noise
TechPowerup
2025-05-25T13:46:05+00:00今週のゲーム情報 (第22週)This Week in Gaming (Week 22)https://www.techpowerup.com/337312/this-week-in-gaming-week-22
EETimes Taiwan
EETimes Asia
2025-05-262025年第1四半期、世界のチップ販売が18.8%増加Global Chip Sales Up 18.8% in 1Q 2025https://www.eetasia.com/global-chip-sales-up-18-8-in-1q-2025/
2025-05-26PEGATRON、COMPUTEX 2025で液体冷却式超高密度GPUラックソリューションを採用し、AIの未来を切り拓くPEGATRON Driving the Future of AI with Liquid-Cooled, Ultra High-Density GPU Rack Solutions at COMPUTEX 2025https://www.eetasia.com/pegatron-driving-the-future-of-ai-with-liquid-cooled-ultra-high-density-gpu-rack-solutions-at-computex-2025/
2025-05-26ASPEEDの次世代SoCとスマートパトロールカメラが、テクノロジーの未来を切り拓くASPEED Next-Gen SoC and Smart Patrol Camera Shaping the Future of Technologyhttps://www.eetasia.com/aspeed-next-gen-soc-and-smart-patrol-camera-shaping-the-future-of-technology/
2025-05-26Computex 2025:Armが、クラウドからエッジまでAI向けのワットあたり性能を牽引するComputex 2025: Arm Champions Performance per Watt for AI—from Cloud to Edgehttps://www.eetasia.com/computex-2025-arm-champions-performance-per-watt-for-ai-from-cloud-to-edge/
EETimes India
2025-05-26Secafy、MentaのeFPGA IPをチップレットベースのIC設計向けにライセンス供与Secafy Licenses Menta’s eFPGA IP for Chiplet-based IC Designshttps://www.eetindia.co.in/secafy-licenses-mentas-efpga-ip-for-chiplet-based-ic-designs/
2025-05-26Trymax Semiconductor、アジアで500台のプロセスチャンバー設置を達成Trymax Semiconductor Achieves 500 Process Chamber Installations in Asiahttps://www.eetindia.co.in/trymax-semiconductor-achieves-500-process-chamber-installations-in-asia/
2025-05-26インドのOSAT野望を理解するUnderstanding India’s OSAT Ambitionshttps://www.eetindia.co.in/understanding-indias-osat-ambitions/
ZDNET Korea
2025-05-26[ユミのピック] イ・ジェミョンと会ったOpenAI、韓国進出が本格化…サムスン・SKとのAI協業議論が加速か[유미’s 픽] 이재명 만난 오픈AI, 韓 진출 본격화…삼성·SK와 AI 협업 논의 속도 붙나https://www.zdnet.co.kr/20250526115655%22%20title=%22
2025-05-26[現場] OpenAI 「韓国に支社設立…半導体からアプリまで完備の国」[현장] 오픈AI “한국에 지사 세운다…반도체부터 앱까지 다 갖춘 나라”https://www.zdnet.co.kr/20250526112627%22%20title=%22
2025-05-26国家遺産庁、‘首都圏国家政策事業発掘現場合同点検団’を運営국가유산청, ‘수도권 국가정책사업 발굴현장 합동점검단’ 운영https://www.zdnet.co.kr/20250526120046%22%20title=%22
2025-05-26ヌリホ5号機、6月から組み立て開始…4号機は8月末に仕上げ、11月打上げ누리호 5호기 6월부터 단 조립…4호기는 8월 말 마무리 11월 발사https://www.zdnet.co.kr/20250526102138%22%20title=%22
2025-05-26情報保護就職博覧会開催…科学技術情報通信部、27日に実施정보보호 취업박람회 열린다···과기정통부, 27일 개최https://www.zdnet.co.kr/20250526100348%22%20title=%22
2025-05-26ホソ大学、ホソメディアアートミュージアムを開館호서대학교, 호서미디어아트 뮤지엄 개관https://www.zdnet.co.kr/20250526114856%22%20title=%22
2025-05-26“AIが判決を支援」…大法院、超大型司法AIの構築に着手“AI가 판결 도와준다”…대법원, 초대형 사법 AI 구축 착수https://www.zdnet.co.kr/20250526114232%22%20title=%22
2025-05-26BPMG、エイデンラボスとタイのステーブルコインコンソーシアム共同参加でMOA締結비피엠지, 에이든랩스와 태국 스테이블코인 컨소시엄 공동 참여 MOA 체결https://www.zdnet.co.kr/20250526114243%22%20title=%22
2025-05-26トランプ発の関税ショックに…企業がAIで『サプライチェーン再設計』に乗り出す트럼프발 관세 쇼크에…기업들, AI로 ‘공급망 재설계’ 나선다https://www.zdnet.co.kr/20250526105754%22%20title=%22
2025-05-26[ZD eゲーム] 新月同行、ミステリアスなストーリーが光るサブカルチャー期待作[ZD e게임] 신월동행, 미스테리한 스토리 돋보이는 서브컬처 기대작https://www.zdnet.co.kr/20250526112943%22%20title=%22
2025-05-26“アメリカ人に愛された大型SUV」…フォルクスワーゲン、6000万ウォン台『アトラス』を発売“미국인이 사랑한 대형 SUV”…폭스바겐, 6천만원대 ‘아틀라스’ 출시https://www.zdnet.co.kr/20250526112830%22%20title=%22
2025-05-26ステラビジョン-タレス、パートナーとなり…『グローバル防衛市場攻略』を目指す스텔라비전-탈레스, 파트너 됐다….”글로벌 방산시장 공략”https://www.zdnet.co.kr/20250526112416%22%20title=%22
2025-05-26イ・ジュンソク「粉ミルク・結婚仲介のテレビ広告禁止は時代錯誤」이준석 “분유·혼인중개 방송광고 금지 시대착오적”https://www.zdnet.co.kr/20250526111509%22%20title=%22
2025-05-26トランプ「EUに50%関税を課す、7月9日まで猶予」트럼프 “EU 50% 관세 부과 7월 9일까지 유예”https://www.zdnet.co.kr/20250526110534%22%20title=%22
2025-05-26SKTのSIMカード交換、累計428万人…予約待ちが473万人に達するSKT 유심교체 누적 428만명…예약 대기 473만명https://www.zdnet.co.kr/20250526111626%22%20title=%22
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