TOC
Main News
- CoWoS packaging demand at TSMC could reach extraordinary levels, causing massive disruption to the AI supply chain. This has tightened the supply of substrates and affected NAND prices.
- The rise of China’s semiconductor industry under U.S. sanctions is forcing Taiwan suppliers to change direction. CXMT, the largest memory manufacturer in Japan, will discontinue DDR4 and shift its focus to DDR5 and HBM3 production.
- Huawei announces its first HarmonyOS PC with 5nm Kirin X90 chip. This is positioned as a major step in improving China’s semiconductor self-sufficiency.
- China is reportedly developing a long-term technology independence plan as “China Manufacturing 2025” nears completion. Particular emphasis will be placed on promoting domestic production in key technology areas such as semiconductors.
- Global chip sales increased 18.8% in the first quarter of 2025. Although growth in the semiconductor market is slowing, demand recovery for smartphones is expected to begin in the second half of 2025, with AI demand supporting growth in the near term.
- AI PCs are becoming more affordable and could fuel PC market growth in 2025. It is expected that the increasing integration of AI functions will create new demand in the PC market.
- In response to the surge in NVIDIA’s stock price, the market has pointed out bubble concerns such as “don’t mess with it. On the other hand, the company is also reportedly planning to introduce a low-cost AI semiconductor for the Chinese market at a 30% lower price.
- Allegations that Asahi Kasei will cut its supply of PSPI, an essential material for advanced packaging, have raised concerns among major manufacturers such as TSMC and ASE. This implies potential problems in the semiconductor manufacturing supply chain.
- Progress is being made in the area of advanced packaging technology. imec demonstrates record low insertion loss with 300mm RF silicon interposer, and Deca begins high-density fan-out interposer production in North America in cooperation with IBM.
- Xiaomi plans to expand the application of its self-developed chipsets to non-flagship smartphones. In the future, the company intends to develop and launch its own 5G solution, like Apple.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| May 27, 15:27 | TSMCのCoWoSブームが基板供給を圧迫し、NAND価格に影響 | TSMC’s CoWoS boom squeezes substrates, stirs NAND pricing | https://www.digitimes.com/news/a20250527PD236/bt-substrate-cowos-nand-flash-controller-packaging.html |
| May 27, 15:55 | 米国制裁下で台頭する中国の半導体産業、台湾サプライヤーが方向転換 | China chip industry rises under US sanctions, Taiwan suppliers pivot | https://www.digitimes.com/news/a20250527PD223/us-china-trade-war-taiwan-ic-substrate-supply-chain-substrate.html |
| May 27, 14:52 | CXMT、政策後押しの転換でDDR4を廃止 その後DDR5増産の波が続く可能性 | CXMT to scrap DDR4 in policy-fueled pivot—DDR5 deluge may follow | https://www.digitimes.com/news/a20250527PD235/cxmt-ddr4-ddr5-dram-chips.html |
| May 27, 14:34 | Huawei初の5nm Kirin X90搭載HarmonyOS PC、中国の半導体自給大躍進を示す | Huawei’s first HarmonyOS PC with 5nm Kirin X90 chip marks China’s major leap in semiconductor self-sufficiency | https://www.digitimes.com/news/a20250526VL207/huawei-5nm-pc-harmonyos-kirin.html |
| May 27, 14:00 | トランプ2.0：台湾にとって福音か災いか？1～4月の貿易・生産データが示唆する | Trump 2.0: Boon or bane for Taiwan? January-April trade and output data offers some clues | https://www.digitimes.com/news/a20250527PD203/taiwan-exports-trump-2.0-ai-hpc-growth.html |
| May 27, 17:38 | Yageo、後継問題の中で会長の長女を取締役に任命 | Yageo taps chair’s eldest daughter as director amid succession speculation | https://www.digitimes.com/news/a20250527PD239/yageo-chairman-component-management-investment.html |
| May 27, 14:24 | FOCI、1.6T光モジュールの検証を推進 LPOとCPOの共存体制が前提 | FOCI advances 1.6T optical module validation as LPO and CPO poised to coexist | https://www.digitimes.com/news/a20250526PD222/cpo-foci-data-transmission-2025.html |
| May 27, 14:06 | Xiaomi、『カスタムシリコン』論争の中で自社開発と称するXRing O1 SoCを擁護 | Xiaomi defends XRing O1 SoC as in-house development amid ‘Custom Silicon’ controversy | https://www.digitimes.com/news/a20250527PD225/xiaomi-arm-soc-development-flagship.html |
| May 27, 10:25 | Topco、半導体反発に乗りウエハ出荷増とフォトレジスト需要の高騰で好調 | Topco rides semiconductor rebound as wafer shipments climb, photoresist demand heats up | https://www.digitimes.com/news/a20250527PD209/topco-wafer-materials-shipments-supplier.html |
| May 27, 09:45 | 中国、完成間近の『中国製造2025』を背景に長期技術自立計画を策定か | China reportedly drafts long-term tech self-reliance plan as ‘Made in China 2025’ nears completion | https://www.digitimes.com/news/a20250527VL201/china-beijing-manufacturing-industrial-2025.html |
| May 27, 07:06 | マレーシア、先進的なチップ設計に賭け2,700億米ドルの半導体野望を推進 | Malaysia bets on advanced chip design to power US$270 billion semiconductor ambition | https://www.digitimes.com/news/a20250526VL204/design-ic-design-government-manufacturing-talent.html |
| May 27, 06:58 | AIチップとCoWoS受注がHPIの業績見通しを堅調に支える | AI chips and CoWoS orders keep HPI’s outlook running hot | https://www.digitimes.com/news/a20250526PD226/ai-chip-demand-cowos-equipment-2025.html |
| wccftech | |||
| 2025-05-28 | Clair Obscur：Expedition 33のパブリッシャー、ゲーム業界では簡潔さこそが美徳であるべきと語る | Clair Obscur: Expedition 33 Publisher Says Brevity Should Be More of a Virtue in Gaming | https://wccftech.com/clair-obscur-expedition-33-publisher-says-brevity-should-be-more-of-a-virtue-in-gaming/ |
| 2025-05-28 | Kingmakers：中世を舞台にアサルトライフルと剣が激突する三人称アクションゲームが、今年10月に早期アクセスでスタート | Kingmakers, The Medieval-Based Third-Person Action Game That Pits Assault Rifles Against Swords Launches In Early Access This October | https://wccftech.com/kingmakers-the-medieval-based-third-person-action-game-that-pits-assault-rifles-against-swords-launches-in-early-access-this-october/ |
| 2025-05-28 | ダウンロード：ついにWhatsApp for iPad登場。初のネイティブ体験、iPadOSのマルチタスクと大画面サポートを実現 | Download: WhatsApp For iPad Finally Arrives, Bringing The First-Ever Native Experience With iPadOS Multitasking, And Larger Screen Support | https://wccftech.com/download-whatsapp-for-ipad-finally-arrives/ |
| 2025-05-28 | TSMCのCoWoSパッケージング需要が異常な水準に達し、AIサプライチェーンが大規模な混乱に見舞われる可能性 | AI Supply Chain Could Face a Massive Disruption As Demand For TSMC’s CoWoS Packaging Reaches To Unusual Levels | https://wccftech.com/ai-supply-chain-could-face-disruption-as-demand-for-tsmc-cowos-reaches-to-unusual-levels/ |
| 2025-05-28 | Xiaomiは将来的に非フラッグシップスマートフォン向けに独自チップセット展開を進め、Appleを追随する形で5Gソリューションを投入する計画 | Xiaomi Will Eventually Branch Out Its Custom Chipsets For Non-Flagship Smartphones, And Intends To Go Down Apple’s Path By Launching A 5G Solution | https://wccftech.com/xiaomi-to-bring-in-house-chipsets-to-non-flagship-phones-and-a-custom-5g-solution/ |
| 2025-05-28 | 発売33日後、Clair Obscur: Expedition 33の売上が330万本に達する | 33 Days After Launch, Clair Obscur: Expedition 33 Reaches 3.3 Million Copies Sold | https://wccftech.com/33-days-after-launch-clair-obscur-expedition-33-reaches-3-3-million-copies-sold/ |
| 2025-05-28 | 中国最大のメモリメーカーCXMT、DDR5およびHBM3生産に舵を切り、Samsung、SK Hynix他と直接競合へ | China’s Largest Memory Manufacturer CXMT To Pivot Towards DDR5 & HBM3 Production, Directly Competing With Samsung, SK Hynix & Others | https://wccftech.com/china-memory-manufacturer-cxmt-to-pivot-towards-ddr5-hbm3-production/ |
| 2025-05-28 | Piper Sandler、NVIDIAの重要なQ1’25決算を前に『最後のネガティブニュースの波』に警鐘を鳴らす | Piper Sandler Warns Of The “Last Wave Of Negative News” Ahead Of NVIDIA’s Pivotal Q1’25 Earnings | https://wccftech.com/piper-sandler-warns-of-the-last-wave-of-negative-news-ahead-of-nvidias-pivotal-q125-earnings/ |
| 2025-05-28 | F1 25、The Last Of Us Part II Remastered、AvowedらがNVIDIA DLSS 4 Multi Frame Genサポートを追加 | F1 25, The Last Of Us Part II Remastered, Avowed And More Add Support For NVIDIA DLSS 4 Multi Frame Gen | https://wccftech.com/f1-25-the-last-of-us-part-ii-remastered-avowed-and-more-add-support-for-nvidia-dlss-4-multi-frame-gen/ |
| 2025-05-27 | Build A Rocket Boy、新たなMindsEyeトレーラーを公開。新たなゲームプレイと発売後のロードマップ詳細を紹介 | Build A Rocket Boy Debuts New MindsEye Trailer, Showcases New Gameplay And Post-Launch Roadmap Details | https://wccftech.com/build-a-rocket-boy-debuts-new-mindseye-trailer-showcases-new-gameplay-and-post-launch-roadmap-details/ |
| 2025-05-27 | Guild Wars 2：Janthir Wilds最終アップデート『Absolution』が6月3日に配信開始 | Guild Wars 2: Janthir Wilds Final Update ‘Absolution’ Is Out on June 3 | https://wccftech.com/guild-wars-2-janthir-wilds-final-update-absolution-is-out-on-june-3/ |
| 2025-05-27 | Trump Media And Technology Group (DJT)、『馬鹿げた』『フェイクニュース』と否定した翌日に大規模な資金調達を実施 | Trump Media And Technology Group (DJT) Goes Ahead With A Significant Capital Raise Just A Day After Denying Such Reports As “Dumb” And “Fake News” | https://wccftech.com/trump-media-and-technology-group-djt-goes-ahead-with-a-significant-capital-raise-just-a-day-after-denying-such-reports-as-dumb-and-fake-news/ |
| 2025-05-27 | Deepcool、新フラッグシップ「Assassin VC Elite Dual-Tower White」―ベイパーチェンバー＆Spartacus 420mm AIO、2nd Gen AKシリーズ、LQ In Ultra、LCDバージョンを発表 | Deepcool Unveils Flagship Assassin VC Elite Dual-Tower White With Vapor Chamber & Spartacus 420mm AIO, 2nd Gen AK Series, LQ In Ultra & LCD Flavors | https://wccftech.com/deepcool-flagship-assassin-vc-elite-dual-tower-white-with-vapor-chamber-spartacus-420mm-aio-2nd-gen-ak-series-lq-ultra-lcd-flavors/ |
| 2025-05-27 | Physintは、人々が小島氏に新たなメタルギア風ゲームを求め続けた結果として生まれた | Physint Exists Because People Kept Asking Kojima for a New Metal Gear-Like Game | https://wccftech.com/physint-exists-because-people-kept-asking-kojima-for-a-new-metal-gear-like-game/ |
| 2025-05-27 | AMDのB650チップセットはB850チップセットへの移行に伴い製造中止となったが、在庫は数ヶ月間は入手可能 | AMD B650 Chipset Is Reportedly Discontinued In Favor Of B850 Chipset, But The Remaining Stock Will Be Available For A Few Months | https://wccftech.com/amd-b650-chipset-is-reportedly-discontinued-in-favor-of-b850-chipset/ |
| 2025-05-27 | KLEVV、新型CKD DDR5 CUDIMMと高性能DDR5メモリモジュール、さらに高速Gen5 SSDを披露 | KLEVV Shows off New CKD DDR5 CUDIMM, & High-End DDR5 Memory Modules Along with Fast Gen5 SSDs | https://wccftech.com/klevv-ckd-ddr5-cudimm-high-end-ddr5-memory-modules-fast-gen5-ssds/ |
| 2025-05-27 | PlayStation Days of Playセール、PS5 ProやCall of Duty: Black Ops 6のバンドルセールなど、米国・カナダで展開 | PlayStation Days of Play Deals Include PlayStation 5 Pro, Call of Duty: Black Ops 6 Bundle Deals In the US and Canada And More | https://wccftech.com/playstation-days-of-play-deals-include-playstation-5-pro-call-of-duty-black-ops-6-bundle-deals-in-the-us-and-canada-and-more/ |
| 2025-05-27 | Nintendo Switch 2向けの新たなリソースが先行の開発環境以降にリリースされ、OSは1CPUコア、2GB RAMのみを使用することを目指すという噂 | More Nintendo Switch 2 Resources Have Been Released Since Earlier Development Environment; Goal Is to Bring OS to Use Only 1 CPU Core, 2 GB RAM – Rumor | https://wccftech.com/more-nintendo-switch-2-resources-1-cpu-core-ram/ |
| 2025-05-27 | Monster Hunter Wilds、今後のアップデートで強化テクスチャストリーミングを実施予定。バージョン1.011で新コンテンツと改善点が詳細に紹介される | Monster Hunter Wilds Enhanced Texture Streaming Is Planned for Future Updates; Version 1.011 New Content and Improvements Detailed | https://wccftech.com/monster-hunter-wilds-enhanced-texture-streaming-1-011/ |
| 2025-05-27 | データセンター向けに80 PLUS『Ruby』認証が発表。効率は驚異の96.5%に到達可能 | 80 PLUS “Ruby” Certification Announced For Data Center: Efficiency Can Now Reach An Incredible 96.5% | https://wccftech.com/80-plus-ruby-certification-announced-for-data-center-efficiency-can-now-reach-an-incredible-96-5/ |
| 2025-05-27 | Nintendo Switch 2向けに『Lies of P』が発売されるとの噂 | Lies of P Rumored for Nintendo Switch 2 Launch | https://wccftech.com/lies-of-p-rumored-for-nintendo-switch-2-launch/ |
| 2025-05-27 | ドラゴンクエストI＆II HD-2Dリメイク、10月30日にリリース。Switch 2版も追加 | Dragon Quest I & II HD-2D Remake Is Out on October 30, Switch 2 Version Added | https://wccftech.com/dragon-quest-i-ii-hd-2d-remake-is-out-on-october-30-switch-2-version-added/ |
| 2025-05-27 | DAVY x JONES、BLACKTAILの開発元による注目のFPS | DAVY x JONES Is an Intriguing FPS from the Makers of BLACKTAIL | https://wccftech.com/davy-x-jones-is-an-intriguing-fps-from-the-makers-of-blacktail/ |
| 2025-05-27 | 長年の疑念を払拭し、WhatsAppがついにiPadアプリをチラ見せ。専用タブレット版は実現するとの見立て | WhatsApp Finally Teases iPad App After Years Of Doubt, Ending Speculation That A Dedicated Tablet Version Would Never See The Light Of Day | https://wccftech.com/whatsapp-teases-standalone-app-for-ipad/ |
| 2025-05-27 | ZoomとKlarnaのCEOがデジタル分身を使い決算報告を行う中、AIアバターが注目を集め、現実と仮想のリーダーシップの境界が曖昧に | AI Avatars Are Taking Over The Spotlight As Zoom And Klarna CEOs Let Their Digital Doubles Deliver Earnings Reports—Blurring The Line Between Real And Virtual Leadership | https://wccftech.com/ai-avatars-are-taking-over-the-spotlight-as-zoom-and-klarna-ceos-let-their-digital-doubles-deliver-earnings-reports-blurring-the-line-between-real-and-virtual-leadership/ |
| 2025-05-27 | Nacon、再びWRCゲームのパブリッシングを手がけ、新たなWRCシリーズを開発中 | Nacon Is Once Again Publishing WRC Games, New WRC Series In Development | https://wccftech.com/nacon-is-once-again-publishing-wrc-games-new-wrc-series-in-development/ |
| 2025-05-27 | Trump Media And Technology Group (DJT)、Financial Timesによる30億ドルの資金調達報道に対し『フェイクニュース』と非難 | Trump Media And Technology Group (DJT) Lashes Out With “Fake News” Labels Following Financial Times’ Report Of A $3 Billion Capital Raise | https://wccftech.com/trump-media-and-technology-group-djt-lashes-out-with-fake-news-labels-following-financial-times-report-of-a-3-billion-capital-raise/ |
| 2025-05-27 | DOOM：The Dark Ages VRモッドがLuke Rossによってリリースされる | DOOM The Dark Ages VR Mod Released by Luke Ross | https://wccftech.com/doom-the-dark-ages-vr-mod-released-by-luke-ross/ |
| 2025-05-27 | Assassin’s Creed Shadowsアップデート1.0.5、全プレイヤー向け事前予約特典クエストを解放。Dead By Daylightとのコラボなども含む | Assassin’s Creed Shadows Update 1.0.5 Unlocks Pre-Order Bonus Quest For All Players, Includes Dead By Daylight Collaboration And More | https://wccftech.com/assassins-creed-shadows-update-1-0-5-unlocks-pre-order-bonus-quest-for-all-players-includes-dead-by-daylight-collaboration-and-more/ |
| 2025-05-27 | SonyのDays Of Playセールが今週開始予定。PS5およびPS5 Proの割引、コンソールバンドルなど、米国・英国の価格情報も更新 | Sony’s Days Of Play Sale Will Reportedly Kick Off This Week, Includes PS5 And PS5 Pro Discounts, Console Bundles, And More [Updated With US And UK Prices] | https://wccftech.com/sonys-days-of-play-sale-will-reportedly-kick-off-this-week-includes-ps5-and-ps5-pro-discounts-console-bundles-and-more/ |
| 日経 Tech Foresight | |||
| 2025-05-28 | チューリング、半導体・EV凍結 自動運転に集中 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC273EW0X20C25A5000000 | |
| 2025-05-27 | 米国はRISC-V支援継続を、撤退論には誤解 米民間分析 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC265UK0W5A520C2000000 | |
| 2025-05-27 | ルネサスやローム、低迷続く ソニーG生産見直し示唆 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC201OF0Q5A520C2000000 | |
| マイナビニュース テックプラス | |||
| 2025-05-27 | 日清紡マイクロデバイス、産業機器向け高精度計装アンプIC「NL9620」を発売 | https://news.mynavi.jp/techplus/article/20250527-3337868/ | |
| 2025-05-27 | エイブリック、バッテリー残量のLEDによる簡易表示向け電圧監視ICを発売 | https://news.mynavi.jp/techplus/article/20250527-3337833/ | |
| 2025-05-27 | Xiaomiが3nm SoCをスマホに搭載、中国政府が蘭政府にEUV装置の禁輸解除を要求 | https://news.mynavi.jp/techplus/article/20250527-3337806/ | |
| 2025-05-27 | 吉川明日論の半導体放談 第338回 Intelの企業文化は本当に変わるか？ | https://news.mynavi.jp/techplus/article/semicon-338/ | |
| TrendForce | |||
| 2025-05-27 | Wolfspeedの破産疑惑がRenesasの20億ドル規模のSiC供給契約を危険にさらす | Wolfspeed’s Rumored Bankruptcy Puts Renesas’ $2B SiC Supply Deal at Risk | https://www.trendforce.com/news/2025/05/27/news-wolfspeeds-rumored-bankruptcy-puts-renesas-2b-sic-supply-deal-at-risk/ |
| 2025-05-27 | 中国が半導体業界の再編を推進する中、チップメーカーHygonがSugonを買収へ | Chipmaker Hygon to Acquire Sugon as China Pushes Chip Sector Consolidation | https://www.trendforce.com/news/2025/05/27/news-chipmaker-hygon-to-acquire-sugon-as-china-pushes-chip-sector-consolidation/ |
| 2025-05-27 | サムスン、6月までに一般向けMLC NAND出荷を終了し自動車向けへシフトするとの報道 | Samsung Reportedly to End MLC NAND Shipments for Consumers by June, Shift to Automotive | https://www.trendforce.com/news/2025/05/27/news-samsung-reportedly-to-end-mlc-nand-shipments-for-consumers-by-june-shift-to-automotive/ |
| 2025-05-27 | 旭化成が先端パッケージング向けPSPI供給を削減する疑惑が、TSMCおよびASEに懸念をもたらす | Asahi Kasei Rumored to Cut PSPI Supply for Advanced Packaging, Sparks Concern for TSMC, ASE | https://www.trendforce.com/news/2025/05/27/news-asahi-kasei-rumored-to-cut-pspi-supply-for-advanced-packaging-sparks-concern-for-tsmc-ase/ |
| 2025-05-27 | 清華大学の研究チームが高周波スーパーキャパシタ研究で新たな進展を遂げる | Tsinghua University Research Team Made New Progress in High-Frequency Supercapacitor Research | https://www.trendforce.com/news/2025/05/27/news-tsinghua-university-research-team-made-new-progress-in-high-frequency-supercapacitor-research/ |
| Semiconductor Digest | |||
| 3 hours ago | imec社の300mm RFシリコンインターポーザプラットフォームが、チップレットベースの異種集積において、最大325GHzまでの周波数で記録的な低挿入損失を実証 | imec’s 300mm RF Silicon Interposer Platform for Chiplet-Based Heterogenous Integration Demonstrates Record-Low Insertion Loss at Frequencies up to 325GHz | https://www.semiconductor-digest.com/imecs-300mm-rf-silicon-interposer-platform-for-chiplet-based-heterogenous-integration-demonstrates-record-low-insertion-loss-at-frequencies-up-to-325ghz/ |
| 3 hours ago | Deca社がIBMとの合意により、高密度ファンアウトインターポーザの生産を北米に展開することを発表 | Deca Announces Agreement with IBM to Bring High-Density Fan-Out Interposer Production to North America | https://www.semiconductor-digest.com/deca-announces-agreement-with-ibm-to-bring-high-density-fan-out-interposer-production-to-north-america-2/ |
| 3 hours ago | Soitec社が新たな最高財務責任者（CFO）の任命を発表 | Soitec Announces Appointment of New Chief Financial Officer | https://www.semiconductor-digest.com/soitec-announces-appointment-of-new-chief-financial-officer/ |
| 3 hours ago | 東南アジア半導体産業のリーダーシップ、伝統、そして未来を祝う | Celebrating Leadership, Legacy and the Future of Southeast Asia’s Semiconductor Industry | https://www.semiconductor-digest.com/celebrating-leadership-legacy-and-the-future-of-southeast-asias-semiconductor-industry/ |
| 3 hours ago | Scintil Photonics社が製品開発担当副社長としてJim Theodoras氏の就任を歓迎 | Scintil Photonics Welcomes Jim Theodoras as Vice-President of Product Development | https://www.semiconductor-digest.com/scintil-photonics-welcomes-jim-theodoras-as-vice-president-of-product-development/ |
| 4 hours ago | EV Group社がLITHOSCALE XTを用い、デジタルリソグラフィを異種集積HVMアプリケーションに導入 | EV Group Brings Digital Lithography to Heterogeneous Integration HVM Applications with LITHOSCALE XT | https://www.semiconductor-digest.com/ev-group-brings-digital-lithography-to-heterogeneous-integration-hvm-applications-with-lithoscale-xt/ |
| 日本経済新聞 | |||
| 2025-05-28 | 「手を出すべきではない」 株価急騰のNVIDIA取引先にバブル懸念 | https://www.nikkei.com/article/DGXZQOGN27D800X20C25A5000000/ | |
| 2025-05-28 | NY株が大幅反発、740ドル高 EUへの関税発動延期で | https://www.nikkei.com/article/DGXZQOFL2800Q0Y5A520C2000000/ | |
| 2025-05-28 | 米国株、ダウ反発し740ドル高 米国がEUに対する関税発動を延期 ナスダックは2%高 | https://www.nikkei.com/article/DGXZQOFL27DNU0X20C25A5000000/ | |
| 2025-05-28 | 米国株、ダウ反発 米国がEUへの関税発動を延期 | https://www.nikkei.com/article/DGXZQOFL27CTI0X20C25A5000000/ | |
| 2025-05-28 | 米国発スタートアップ支援、福岡で始動 台湾や英国企業も入居 | https://www.nikkei.com/article/DGXZQOJC202340Q5A520C2000000/ | |
| 2025-05-28 | UTグループや三井E&Sが株価上昇率で上位 業績安定・増配に買い | https://www.nikkei.com/article/DGXZQOTG237OU0T20C25A5000000/ | |
| 2025-05-28 | 韓国の半導体新興リベリオンズ パクCEO「推論でNVIDIAに先行」 | https://www.nikkei.com/article/DGXZQOUC073KV0X00C25A5000000/ | |
| 2025-05-28 | スマホ向け半導体、需要回復は2025年後半から 4〜6月はAI頼み続く | https://www.nikkei.com/article/DGXZQOUC182A20Y5A510C2000000/ | |
| 2025-05-28 | NVIDIAの中国向け廉価AI半導体、価格3割安 ロイター報道 | https://www.nikkei.com/article/DGXZQOGN27DF50X20C25A5000000/ | |
| 2025-05-28 | 渋谷工業の渋谷社長「技術のかけ算、M&Aの決め手」 | https://www.nikkei.com/article/DGXZQOCC253130V20C25A5000000/ | |
| ダイヤモンドオンライン | |||
| May 27 20:25 | フジテレビ日枝氏のような“影の絶対支配者”がここにもいる！元ダルトンの投資ファンド代表が「世界的技術企業」に異例の公開提言 | https://diamond.jp/articles/-/365633 | |
| May 27 20:15 | JX金属社長が「元親会社のENEOSが当社の株を持つメリットはない」と断言！上場後のM＆A戦略も解説 | https://diamond.jp/articles/-/365609 | |
| May 26 20:50 | 巨大ハイテク業界、なぜ欧州の影は薄いのか | https://diamond.jp/articles/-/365539 | |
| May 26 20:17 | 米エヌビディアCEOがトランプ関税の逆風下でも「台湾との連携強化」を表明、半導体サプライチェーン再編“真の狙い”とは？ | https://diamond.jp/articles/-/365499 | |
| May 26 03:00 | 2025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 | |||
| 2025-05-27 20:49 | GigabyteがTRX50マザーボード向けBIOSアップデートを打ち切り | Gigabyte drops BIOS update for TRX50 mobos | https://www.tomshardware.com/pc-components/motherboards/gigabyte-drops-bios-update-for-trx50-motherboards-now-supports-ryzen-threadripper-9000-series-cpus |
| 2025-05-27 20:49 | Panasonicが控えめなVGAポートのサポートを終了 | Panasonic is ending support for the humble VGA port | https://www.tomshardware.com/monitors/panasonic-is-ending-support-for-the-humble-vga-port-on-its-lets-note-laptops |
| 2025-05-27 19:57 | Ultranの3,000ドルのアドインカード、28台のM.2 SSDを搭載し109GB/sを実現 | Ultran’s $3,000 add-in card holds 28 M.2 SSDs and delivers 109 GB/s | https://www.tomshardware.com/pc-components/ssds/ultrans-usd3-000-add-in-card-holds-28-m-2-ssds-and-delivers-109-gb-s-400-watt-card-houses-up-to-224tb-of-storage |
| TechPowerup | |||
| 2025-05-27T18:15:41+00:00 | NVIDIA GeForce RTX 5060 8GB レビュー | NVIDIA GeForce RTX 5060 8 GB Review | https://www.techpowerup.com/review/zotac-geforce-rtx-5060-solo-8-gb/ |
| 2025-05-27T17:50:00+00:00 | NVIDIA DLSS 4がF1 25やその他のゲームに登場 | NVIDIA DLSS 4 Comes to F1 25 and More Games | https://www.techpowerup.com/337384/nvidia-dlss-4-comes-to-f1-25-and-more-games |
| 2025-05-27T17:39:52+00:00 | Corsair、新型Corsair ONE i600 PCを発売 | Corsair Launches New Corsair ONE i600 PC | https://www.techpowerup.com/337383/corsair-launches-new-corsair-one-i600-pc |
| 2025-05-27T17:36:01+00:00 | Funcom、Dune: Awakeningの発売日とプレロード時間を発表 | Funcom Outlines Dune: Awakening Release and Pre-Loading Times | https://www.techpowerup.com/337382/funcom-outlines-dune-awakening-release-and-pre-loading-times |
| 2025-05-27T17:31:15+00:00 | G.Skill OC World Cup 2025グランドファイナル – CENS、再びOCチャンピオンの称号を獲得 | G.Skill OC World Cup 2025 Grand Final – CENS Wins OC Champion Title Again | https://www.techpowerup.com/337381/g-skill-oc-world-cup-2025-grand-final-cens-wins-oc-champion-title-again |
| 2025-05-27T17:27:10+00:00 | CXMT、HBM3を用いた製造拠点の多角化を模索 – DDR5生産拡大の可能性も | CXMT Reportedly Diversifying Manufacturing Footprint with HBM3 – Could Expand DDR5 Production | https://www.techpowerup.com/337380/cxmt-reportedly-diversifying-manufacturing-footprint-with-hbm3-could-expand-ddr5-production |
| 2025-05-27T16:44:17+00:00 | QualcommとXiaomi、複数年契約で協力関係を延長 | Qualcomm & Xiaomi Extend Collaboration with Multi-Year Agreement | https://www.techpowerup.com/337378/qualcomm-xiaomi-extend-collaboration-with-multi-year-agreement |
| 2025-05-27T16:33:04+00:00 | ASRock、内蔵LCDパネル付きのRadeon RX 9070 XT「Taichi White」OCコンセプトカードを公開 | ASRock Showcased Radeon RX 9070 XT “Taichi White” OC Concept Card with Built-in LCD Panel | https://www.techpowerup.com/337377/asrock-showcased-radeon-rx-9070-xt-taichi-white-oc-concept-card-with-built-in-lcd-panel |
| 2025-05-27T15:53:47+00:00 | Owlcat Games、Warhammer 40,000: Dark Heresyを発表 | Owlcat Games Announces Warhammer 40,000: Dark Heresy | https://www.techpowerup.com/337375/owlcat-games-announces-warhammer-40-000-dark-heresy |
| 2025-05-27T15:38:13+00:00 | GIGABYTE、工場見学中にRadeon RX 9060 XTのPCBデザインが確認される | GIGABYTE Radeon RX 9060 XT PCB Design Spotted During Factory Tour | https://www.techpowerup.com/337373/gigabyte-radeon-rx-9060-xt-pcb-design-spotted-during-factory-tour |
| 2025-05-27T15:03:48+00:00 | 10周年記念祭が続行 – 特別版『The Witcher 3: Wild Hunt』Xboxコントローラー | 10th Anniversary Celebrations Continue – Special Edition The Witcher 3: Wild Hunt Xbox Controllers | https://www.techpowerup.com/337371/10th-anniversary-celebrations-continue-special-edition-the-witcher-3-wild-hunt-xbox-controllers |
| 2025-05-27T14:53:13+00:00 | Oddsparks: An Automation Adventure、PC、PlayStation、Xboxで正式発売 | Oddsparks: An Automation Adventure Launches in Full on PC, PlayStation, and Xbox | https://www.techpowerup.com/337370/oddsparks-an-automation-adventure-launches-in-full-on-pc-playstation-and-xbox |
| 2025-05-27T14:51:36+00:00 | Intel Arc Xe2 B770「Battlemage」dGPU、2025年第4四半期の発売が報じられる | Intel Arc Xe2 B770 “Battlemage” dGPU Reportedly Lined Up for Q4’25 Launch | https://www.techpowerup.com/337368/intel-arc-xe2-b770-battlemage-dgpu-reportedly-lined-up-for-q425-launch |
| 2025-05-27T14:24:51+00:00 | Turtle Beach、Xbox向け新シリーズおよびNintendo公式ライセンスのゲーミングヘッドセットとコントローラーが現在販売中 | Turtle Beach’s New Wave of Designed for Xbox & Officially Licensed by Nintendo Gaming Headsets & Controllers Are Now Available | https://www.techpowerup.com/337367/turtle-beachs-new-wave-of-designed-for-xbox-officially-licensed-by-nintendo-gaming-headsets-controllers-are-now-available |
| 2025-05-27T14:07:41+00:00 | Framework、FSPとの協力でデスクトップPCの電源設計を詳細に解説 | Framework Dives Deep into Desktop’s Power Supply Design – Collaborated with FSP | https://www.techpowerup.com/337366/framework-dives-deep-into-desktops-power-supply-design-collaborated-with-fsp |
| 2025-05-27T13:56:25+00:00 | PowerColor、『REVA』グラフィックスカードシリーズがComputex 2025で初披露 | PowerColor “REVA” Graphics Card Series Debuted at Computex 2025 | https://www.techpowerup.com/337365/powercolor-reva-graphics-card-series-debuted-at-computex-2025 |
| 2025-05-27T13:41:54+00:00 | Square Enix、『DRAGON QUEST I & II HD-2Dリメイク』、10月30日発売、予約受付中 | Square Enix’s DRAGON QUEST I & II HD-2D Remake Releases October 30, Pre-orders Now Open | https://www.techpowerup.com/337364/square-enixs-dragon-quest-i-ii-hd-2d-remake-releases-october-30-pre-orders-now-open |
| 2025-05-27T13:21:54+00:00 | NACON、2027年より公式WRCゲームフランチャイズのパブリッシャーに決定 | NACON Confirmed as Official WRC Games Franchise Publisher – Starting 2027 | https://www.techpowerup.com/337363/nacon-confirmed-as-official-wrc-games-franchise-publisher-starting-2027 |
| 2025-05-27T09:34:46+00:00 | MSI、新型MAG電源を発売 | MSI Launches the New MAG Power Supply | https://www.techpowerup.com/337360/msi-launches-the-new-mag-power-supply |
| 2025-05-27T08:48:48+00:00 | 量子時代に備えるWindows：Microsoft、Windows 11プレビューで新暗号化機能を導入し強化 | Preparing Windows for the Quantum Age: Microsoft Hardens Windows 11 Preview with New Encryption | https://www.techpowerup.com/337358/preparing-windows-for-the-quantum-age-microsoft-hardens-windows-11-preview-with-new-encryption |
| 2025-05-27T08:14:23+00:00 | Sparkle、パッシブ、ブロワー及び水冷式Arc Pro B60の準備を進める | Sparkle Readies Passive, Blower, and Water-Cooled Arc Pro B60 | https://www.techpowerup.com/337357/sparkle-readies-passive-blower-and-water-cooled-arc-pro-b60 |
| EETimes Taiwan | |||
| 2025-05-27 | GaN技術を用いてモーター駆動を革新 | 利用GaN技術革新馬達驅動 | https://www.eettaiwan.com/20250527ta31-revolutionizing-motor-drives-with-gan-technology-the-need-for-a-new-packaging-system/ |
| 2025-05-27 | IOWNが登場、NTTが中華電信と手を組んで国際共演 | IOWN粉墨登場 NTT攜手中華電信跨國共演 | https://www.eettaiwan.com/20250527nt11-ntt-and-cht-jointly-perform-together-by-iown-technology/ |
| 2025-05-27 | AI PCが平価化へ、2025年のPC市場成長を推進 | AI PC邁向平價化 驅動2025年PC市場成長 | https://www.eettaiwan.com/20250527nt21-ai-pc-price-parity-drives-pc-market-growth-in-2025/ |
| 2025-05-26 | 成長のピークを過ぎ、半導体市場は現在、成長の鈍化に直面している | 歷經成長高峰 半導體市場現面臨增速放緩 | https://www.eettaiwan.com/20250526nt31-semiconductor-market-post-growth-but-face-slowdown/ |
| 2025-05-26 | Computex：WDCがHAMRハードディスクとAIストレージのロードマップを発表 | Computex：WDC揭HAMR硬碟與AI儲存藍圖 | https://www.eettaiwan.com/20250526nt11-wdc-unveils-hamr-and-ai-storage-roadmap-at-computex2025/ |
| 2025-05-26 | 2024年、世界の封装テストトップ10企業の売上高が発表された | 2024年全球封測前十大營收出爐 | https://www.eettaiwan.com/20250526nt21-top-10-global-packaging-and-testing-revenue-in-2024/ |
| EETimes Asia | |||
| 2025-05-27 | 2024年、世界のSiC基板収益が9%減少 | Global SiC Substrate Revenue Down 9% in 2024 | https://www.eetasia.com/global-sic-substrate-revenue-down-9-in-2024/ |
| 2025-05-27 | 業界のベテラン、Dr. David EmersonがWolfspeedのCOOに就任 | Industry Veteran Dr. David Emerson Appointed as COO of Wolfspeed | https://www.eetasia.com/industry-veteran-dr-david-emerson-appointed-as-coo-of-wolfspeed/ |
| 2025-05-27 | FocalPointとSTMicroelectronicsが協力し、強化された車載GNSSソリューションを提供 | FocalPoint and STMicroelectronics Collaborate to Deliver Enhanced Automotive GNSS Solution | https://www.eetasia.com/focalpoint-and-stmicroelectronics-collaborate-to-deliver-enhanced-automotive-gnss-solution/ |
| 2025-05-27 | 中国半導体市場の転換期 | China Semiconductor Market’s Pivotal Moment | https://www.eetasia.com/china-semiconductor-markets-pivotal-moment/ |
| 2025-05-26 | 2025年第1四半期、世界のチップ売上高が18.8%増加 | Global Chip Sales Up 18.8% in 1Q 2025 | https://www.eetasia.com/global-chip-sales-up-18-8-in-1q-2025/ |
| 2025-05-26 | PEGATRONがCOMPUTEX 2025で、液体冷却・超高密度GPUラックソリューションを用いて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 2025 | https://www.eetasia.com/pegatron-driving-the-future-of-ai-with-liquid-cooled-ultra-high-density-gpu-rack-solutions-at-computex-2025/ |
| 2025-05-26 | ASPEEDの次世代SoCおよび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 Technology | https://www.eetasia.com/aspeed-next-gen-soc-and-smart-patrol-camera-shaping-the-future-of-technology/ |
| 2025-05-26 | Computex 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リード | Computex 2025: Arm Champions Performance per Watt for AI—from Cloud to Edge | https://www.eetasia.com/computex-2025-arm-champions-performance-per-watt-for-ai-from-cloud-to-edge/ |
| EETimes India | |||
| 2025-05-26 | Secafy、チップレットベースのIC設計向けにMenta社のeFPGA IPライセンスを取得 | Secafy Licenses Menta’s eFPGA IP for Chiplet-based IC Designs | https://www.eetindia.co.in/secafy-licenses-mentas-efpga-ip-for-chiplet-based-ic-designs/ |
| 2025-05-26 | Trymax 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 Asia | https://www.eetindia.co.in/trymax-semiconductor-achieves-500-process-chamber-installations-in-asia/ |
| 2025-05-26 | インドのOSATへの野心を理解する | Understanding India’s OSAT Ambitions | https://www.eetindia.co.in/understanding-indias-osat-ambitions/ |
| ZDNET Korea | |||
| 2025-05-27 | ABB、フランスのブライトルーフ買収 | ABB, 프랑스 브라이트루프 인수 | https://www.zdnet.co.kr/20250527233218%22%20title=%22 |
| 2025-05-27 | ロールスロイス、海軍次期護衛艦にエンジン納入 | 롤스로이스, 해군 차기 호위함에 엔진 납품 | https://www.zdnet.co.kr/20250527232423%22%20title=%22 |
| 2025-05-27 | HLロボティクス、ITSアジア太平洋総会で駐車ロボットをデモ | HL로보틱스, ITS 아태총회서 주차로봇 시연 | https://www.zdnet.co.kr/20250527231821%22%20title=%22 |
| 2025-05-27 | ソーカ、通勤緊急支援車両のレンタル料金無料クーポン提供 | 쏘카, 출퇴근 긴급 지원 차량 대여료 무료 쿠폰 제공 | https://www.zdnet.co.kr/20250527223209%22%20title=%22 |
| 2025-05-27 | グーグルCEO「韓国、驚くべき国…常に新しい技術を先導」 | 구글 CEO “한국, 놀라운 나라…늘 새로운 기술 선도” | https://www.zdnet.co.kr/20250527225651%22%20title=%22 |
| 2025-05-27 | シン・ヨンソク サイバーセキュリティ委員長「セキュリティが企業の存亡を決する」 | 신용석 사이버안보비서관 “보안이 기업 존망 결정” | https://www.zdnet.co.kr/20250527220224%22%20title=%22 |
| 2025-05-27 | ハイブ、SMエンターテイメント全株を中国のテンセントに売却 | 하이브, SM엔터 지분 전량 中 텐센트에 매각 | https://www.zdnet.co.kr/20250527200141%22%20title=%22 |
| 2025-05-27 | 高学秀 委員長「セキュリティ投資はコストではなく投資…パラダイム転換が必要」 | 고학수 위원장 “보안 투자는 비용 아닌 투자···패러다임 전환해야” | https://www.zdnet.co.kr/20250527211454%22%20title=%22 |
| 2025-05-27 | [Q&AI] AIが選んだ第3回大統領選挙候補討論の争点 | [Q&AI] AI가 뽑은 3차 대선 후보 토론의 쟁점 | https://www.zdnet.co.kr/20250527210950%22%20title=%22 |
| 2025-05-27 | ライオンハートスタジオ、オ・ユンテク最高アート責任者を迎え入れ…開発の高度化を加速 | 라이온하트 스튜디오, 오윤택 최고아트책임자 영입…개발 고도화 박차 | https://www.zdnet.co.kr/20250527203822%22%20title=%22 |
| 2025-05-27 | ソガン大学のシム・ジョンヒョク総長「AI大学で革新」… AI半導体特講終了 | 서강대 심종혁 총장 “AI University로 혁신”··· AI 반도체 특강 성료 | https://www.zdnet.co.kr/20250527202235%22%20title=%22 |
| 2025-05-27 | ライオットゲームズTFT、6周年記念に『ペングのパーティ』モードなど記念コンテンツを公開 | 라이엇게임즈 TFT, 6주년 맞아 ‘펭구의 파티’ 모드 등 기념 콘텐츠 공개 | https://www.zdnet.co.kr/20250527194425%22%20title=%22 |
| 2025-05-27 | アドビの買収を断ったフィグマ「AIで開発・デザインの敷居を下げる」 | 어도비 인수 거절한 피그마 “AI로 개발·디자인 문턱 낮출 것” | https://www.zdnet.co.kr/20250527184911%22%20title=%22 |
| 2025-05-27 | 産業R&D戦略企画団新設…新任団長にキム・ヒョンソク前サムスン電子代表 | 산업R&D 전략기획단 새출범…신임 단장에 김현석 전 삼성전자 대표 | https://www.zdnet.co.kr/20250527182556%22%20title=%22 |
| 2025-05-27 | 日本ダイソー、『スリーピ』の名で韓国市場に再参入か | 日 다이소, ‘쓰리피’ 이름으로 韓 시장 재진출하나 | https://www.zdnet.co.kr/20250527162738%22%20title=%22 |
| 2025-05-27 | 東西発電、高陽市の人工知能産業団地に電力供給 | 동서발전, 고양시 인공지능 산업단지에 전력공급 | https://www.zdnet.co.kr/20250527181320%22%20title=%22 |
| 2025-05-27 | 大륜、SKTに対し民事訴訟を提起…一人当たり慰謝料100万ウォンを請求 | 대륜, SKT 상대 민사소송 제기···1인당 위자료 100만원 책정 | https://www.zdnet.co.kr/20250527180156%22%20title=%22 |
| 2025-05-27 | 医療情報を活用した研究活性化に協力 | 보건의료정보 활용한 연구 활성화에 협력 | https://www.zdnet.co.kr/20250527174807%22%20title=%22 |
| 2025-05-27 | クムホ石油化学のオーナー3世、持株拡大…静かな防衛線を構築 | 금호석유화학 오너3세, 지분 확대…조용한 방어선 구축 | https://www.zdnet.co.kr/20250527163621%22%20title=%22 |
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| 中央日報 | |||
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