Semiconductor News 20250602

TOC

Main News

  1. Intel and SoftBank Begin Collaboration on HBM Alternative for AI Data Centers Intel and SoftBank have begun collaborating on HBM alternative technology with lower power consumption for AI data centers. From Japan, Intel and SoftBank are reportedly working together to develop HBM alternatives to K-memory.
  2. TSMC resumes negotiations with Washington regarding the construction of a semiconductor manufacturing plant in the UAE TSMC has apparently resumed negotiations with Washington regarding the construction of a semiconductor manufacturing plant in the United Arab Emirates (UAE).
  3. Micron Strengthens China Strategy, Establishes Smart Encapsulation Inspection Base in Xi’an Micron has strengthened its China strategy and established a smart encapsulation inspection base in Xi’an. This has the potential to reshape the global semiconductor industry chain.
  4. Samsung Begins Building Glass Substrate Ecosystem for Next-Generation Semiconductors in the AI Era Samsung has begun building a glass substrate ecosystem to prepare for next-generation semiconductors in the AI era.
  5. Microsoft Agility SDK DirectX Update Improves RT Performance on NVIDIA HW Microsoft Agility SDK DirectX Adds Shader Execution Order Reordering and More; Significant Improvements in Raytracing Performance on NVIDIA Hardware Expected to improve ray tracing performance significantly on NVIDIA hardware.
  6. Next macOS named “macOS Tahoe”; biggest UI refresh since 2020 The next macOS update has been named “macOS Tahoe” and is said to represent the biggest UI refresh since Big Sur in 2020.
  7. Switch 2 found to be unable to process 4K@60fps in certain titles Nintendo Switch 2 was unable to process 4K resolution and 60fps in certain titles “Ambition of Nobunaga: Awakening Complete Edition”.
  8. European Manufacturers May Be Forced to Halt Production Due to Chinese Rare Earth Restrictions European manufacturers are reportedly being affected by China’s rare earth restrictions and may be forced to halt production.
  9. U.S. AI Semiconductor Regulations Backfire, Increasing Penetration by Huawei and Others U.S. AI semiconductor regulations are backfiring in some respects, and Chinese companies such as Huawei are showing high penetration.
  10. Humanoid Robotics Market Expands, Forecasted to Raise $2.3 Billion in 2025 With the evolution of AI, humanoid robots are gaining attention, and the amount raised is expected to reach $2.3 billion in 2025.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
wccftech
2025-06-02データ漏洩から約3年後、T-Mobileがついに和解金の支払いを開始し、一部ユーザーは想定以上の金額を受け取ったと報告しているNearly Three Years After Data Breach, T-Mobile Finally Begins Sending Settlement Payments, With Some Users Reporting They Received More Than Originally Expectedhttps://wccftech.com/nearly-three-years-after-data-breach-t-mobile-finally-begins-sending-settlement-payments-with-some-users-reporting-they-received-more-than-originally-expected/
2025-06-02People Can FlyはSquare Enixとの取引不成立によりProject Geminiを中止し、チームを縮小する予定People Can Fly Cancels Project Gemini Due to Failed Deal with Square Enix, Will Scale Down Teamshttps://wccftech.com/people-can-fly-cancels-project-gemini-due-to-failed-deal-with-square-enix-will-scale-down-teams/
2025-06-02Microsoft Agility SDK DirectXは、シェーダー実行順序の再編成および不透明度マイクロマップのサポートを追加し、NVIDIAハードウェア上で大幅なレイトレーシング改善を実現Microsoft Agility SDK DirectX Now Adds Shader Execution Reordering & Opacity Micromaps Support, Huge Ray Tracing Improvements On NVIDIA Hardwarehttps://wccftech.com/microsoft-agility-sdk-directx-shader-execution-reordering-opacity-micromaps-support-huge-ray-tracing-improvements-on-nvidia/
2025-06-02MSI GeForce RTX 5060 Gaming OC 8 GB GPUレビュー – メインストリームゲーマーにはもっと良い製品が求められるMSI GeForce RTX 5060 Gaming OC 8 GB GPU Review – Mainstream Gamers Deserve Better!https://wccftech.com/review/msi-geforce-rtx-5060-gaming-oc-8-gb-gpu-review-mainstream-gamers-deserve-better/
2025-06-02MSI GeForce RTX 5060 Ti Gaming Trio OC 16 GB GPUレビュー – プレミアムな冷却性能とデザインが特徴MSI GeForce RTX 5060 Ti Gaming Trio OC 16 GB GPU Review – Premium Cooling & Designhttps://wccftech.com/review/msi-geforce-rtx-5060-ti-gaming-trio-oc-16-gb-gpu-review-premium-cooling-design/
2025-06-01macOS 26のアップデートは「macOS Tahoe」と命名され、2020年のBig Sur以来最大規模のUI刷新を示すmacOS 26 Update To Be Called macOS Tahoe, Signifying The Biggest UI Redesign Since Big Sur’s Launch in 2020https://wccftech.com/next-macos-update-to-be-called-macos-tahoe/
2025-06-01Samsung Galaxy Tab S11 Ultraはバッテリー容量の拡大で従来の慣習を覆す可能性があるが、折りたたみ機種に比べソフトウェア開発が遅れているため発売が遅れる恐れがあるSamsung Galaxy Tab S11 Ultra Might Break Tradition With Bigger Battery Upgrade, But Launch Could Be Delayed Due To Slower Software Development Compared To Foldablehttps://wccftech.com/samsung-galaxy-tab-s11-ultra-might-break-tradition-with-bigger-battery-upgrade-but-launch-could-be-delayed-due-to-slower-software-development-compared-to-foldable/
2025-06-01Switch 2は『信長の野望: Awakening Complete Edition』において4K@60の処理ができなかったSwitch 2 Couldn’t Manage 4K@60 in NOBUNAGA’S AMBITION: Awakening Complete Editionhttps://wccftech.com/switch-2-couldnt-manage-4k60-in-nobunagas-ambition-awakening-complete-edition/
日経 Tech Foresight
2025-06-02「MSは人間中心AIへ」「IBMが半導体強化」 海外動向https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC303AE0Q5A530C2000000
2025-06-02【特許】多聞、ウエハー膜厚分布を高速・高精度で測定https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC262F30W5A520C2000000
2025-06-02東北大学、SOT-MRAMを低消費電力化 書き込みで35%減https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC301J30Q5A530C2000000
2025-06-02AI半導体、米国の規制裏目に ファーウェイの浸透力はhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC281AB0Y5A520C2000000
マイナビニュース テックプラス
TrendForce
Semiconductor Digest
日本経済新聞
2025-06-02欧州メーカー、中国レアアース規制で生産停止の可能性https://www.nikkei.com/article/DGXZQOCB2968W0Z20C25A5000000/
2025-06-02韓国大統領選挙、3日に投開票 候補・しくみ・日本への影響は?https://www.nikkei.com/article/DGXZQOUA225RK0S5A520C2000000/
2025-06-02ラピダス支える2つの法案 成立で政府出資の前提整うhttps://www.nikkei.com/article/DGXZQOUC205I80Q5A520C2000000/
2025-06-02九州大学、「稼ぐ力」へ起業促進 新興創出でライバルに及ばずhttps://www.nikkei.com/article/DGXZQOJC251M80V20C25A5000000/
2025-06-02迫る米関税猶予期限、首相に連続トップ交渉機会 G7とNATO会議https://www.nikkei.com/article/DGXZQOUA3114S0R30C25A5000000/
2025-06-02日経平均株価、2025年度末3万8000円 ニッセイアセットの平野洋介氏https://www.nikkei.com/article/DGXZQOUB29CAI0Z20C25A5000000/
2025-06-02韓国株市場「日本の成功に学ぶ価値ある」フィボナッチ・アセットCEOhttps://www.nikkei.com/article/DGXZQOFL2665BTW5A520C2000000/
2025-06-02未来予測「AI2027」を読む 競争加速か減速か、2つのシナリオhttps://www.nikkei.com/article/DGXZQOUC14CF00U5A510C2000000/
2025-06-02トヨタなどの研究組合、車載半導体の通信規格を提案 標準化団体にhttps://www.nikkei.com/article/DGXZQOUC147AX0U5A510C2000000/
2025-06-02AI進化で注目集まるヒト型ロボット、25年調達額は23億ドルにhttps://www.nikkei.com/article/DGXZQOUC274WI0X20C25A5000000/
ダイヤモンドオンライン
Jun 1 12:00新興国株=ハイリスクはもう古い?暴落に強い“アジア好配当投信”がITや半導体株も安心して持てるワケhttps://diamond.jp/articles/-/365494
May 31 20:25トランプ関税アジアの「勝ち組・負け組」、ASEANは二重の打撃でインドは有利!?https://diamond.jp/articles/-/365847
Tom’s Hardware
2025-06-01 22:12TSMC、UAEでの半導体製造工場建設に向けてワシントンとの交渉を再開 – レポートTSMC reopening discussions with Washington to build chip manufacturing plant in UAE – reporthttps://www.tomshardware.com/tech-industry/semiconductors/tsmc-reopening-discussions-with-washington-to-build-chip-manufacturing-plant-in-uae-report
2025-06-01 21:45より手頃なStrix Haloモデルが登場 – 早期のRyzen AI Max 385 Geekbench結果が8コアオプションを示すMore affordable Strix Halo model emerges – Early Ryzen AI Max 385 Geekbench result reveals an eight-core optionhttps://www.tomshardware.com/pc-components/cpus/more-affordable-strix-halo-model-emerges-early-ryzen-ai-max-385-geekbench-result-reveals-an-eight-core-option
2025-06-01 21:22Microsoft、更新されたWindows 11認定プログラムでUSB-Cポートの混乱を解消すると約束Microsoft promises it is ‘ending USB-C port confusion’ with updated Windows 11 certified programhttps://www.tomshardware.com/software/windows/microsoft-promises-it-is-ending-usb-c-port-confusion-with-updated-windows-11-certified-program
2025-06-01 21:08Intelとソフトバンク、AIデータセンター向けの省電力HBM代替技術で連携Intel and SoftBank collaborate on power-efficient HBM substitute for AI data centershttps://www.tomshardware.com/pc-components/dram/intel-and-softbank-collaborate-on-power-efficient-hbm-substitute-for-ai-data-centers-says-report
2025-06-01 01:19NvidiaのRTX 5090 GPU、ブロワースタイルのクーラー搭載で中国に登場Nvidia’s RTX 5090 GPUs with blower-style coolers appear in Chinahttps://www.tomshardware.com/pc-components/gpus/nvidias-rtx-5090-gpus-with-blower-style-coolers-appear-in-china-design-optimizes-nvidias-fastest-gaming-gpus-for-use-in-ai-workloads
2025-06-01 00:11トレッドミルを改造して巨大3Dプリンターに、無限のプリントベッドサイズを実現Treadmill modded into giant 3D printer with an endless print bed sizehttps://www.tomshardware.com/3d-printing/treadmill-modded-into-giant-3d-printer-with-an-endless-print-bed-size-taking-3d-print-sizing-to-the-extreme
2025-05-31 23:04評価が低かったIntelのArrow Lake、リフレッシュ版が登場する模様Intel’s lackluster Arrow Lake appears to have a refresh inboundhttps://www.tomshardware.com/pc-components/cpus/intels-lackluster-arrow-lake-appears-to-have-a-refresh-inbound-arrow-lake-refresh-appears-in-reference-document
TechPowerup
2025-06-01T08:12:30+00:00今週のゲーム情報(第23週)This Week in Gaming (Week 23)https://www.techpowerup.com/337541/this-week-in-gaming-week-23
EETimes Taiwan
EETimes Asia
EETimes India
ZDNET Korea
2025-06-02이랜서、クラウドサービスの普及・拡大需要および重点支援企業に選定이랜서, 클라우드 서비스 보급·확산 수요 및 집중지원 기업 선정https://www.zdnet.co.kr/20250601103718%22%20title=%22
2025-06-02医療・薬事に関する大統領選公約は…『未来健康医療部』など専任部署の設立を盛り込む보건의약 대선 공약은…’미래건강의료부’ 등 전담 부처 설립 등 담아https://www.zdnet.co.kr/20250601234645%22%20title=%22
2025-06-022026年度の介護給付費用契約平均… 換算指数の上昇率1.93%2026년도 요양급여비용 계약평균… 환산지수 인상률 1.93%https://www.zdnet.co.kr/20250602001551%22%20title=%22
2025-06-01国民年金1四半期の基金積立金1,227兆ウォン… 前年末比で14兆ウォン増加국민연금 1분기 기금적립금 1227조원…전년 말 대비 14조원 증가https://www.zdnet.co.kr/20250601235941%22%20title=%22
2025-06-01황교안、대통령候補辞退… 金文秀支持を表明황교안, 대선후보 사퇴…김문수 지지 선언https://www.zdnet.co.kr/20250601201219%22%20title=%22
2025-06-01シニア女優もビューティーモデルに… 『YOLD世代』を狙う시니어 여배우도 뷰티 모델…’욜드 세대’ 공략https://www.zdnet.co.kr/20250601191345%22%20title=%22
2025-06-01半導体輸出138億ドル、史上最高の5月… HBM・DDR5など高付加価値製品が牽引반도체 수출 138억 달러, 역대 5월 최고…HBM·DDR5 등 고부가 제품 견인https://www.zdnet.co.kr/20250601170304%22%20title=%22
2025-06-01「造船所・食品工場の人手不足… 移動型協働ロボットが注目を浴びる」“조선소·식품공장 인력난…이동형 협동로봇이 뜬다”https://www.zdnet.co.kr/20250530143746%22%20title=%22
2025-06-01「政府政策で技術の重要性が増大… 情報処理職の地位向上が急務」“정부 정책에 기술 중요성 커져···전산직 위상 개선 시급”https://www.zdnet.co.kr/20250601152438%22%20title=%22
2025-06-01下半期にも熾烈な新作MMORPG対戦… 主要ゲーム会社が次々と参戦하반기에도 치열한 신작 MMORPG 대전…주요 게임사 속속 참전https://www.zdnet.co.kr/20250601155843%22%20title=%22
2025-06-01【人事】科学技術連合大学院大学[인사]과학기술연합대학원대학교https://www.zdnet.co.kr/20250601155720%22%20title=%22
2025-06-01UNIST、世界の植物の光合成量を予測するAIモデルを開発UNIST, 전세계 식물 광합성량 예측하는 AI모델 개발https://www.zdnet.co.kr/20250601154100%22%20title=%22
2025-06-01『iPhone16 Proで楽しむFCモバイル』… ネクソン、アップルと提携してミョンドンで体験イベントを開催“아이폰16 프로로 즐기는 FC 모바일”…넥슨, 애플과 손잡고 명동서 체험 행사https://www.zdnet.co.kr/20250601144809%22%20title=%22
2025-06-01[ZDブリッピング] 新政府発足までD-3… トランプ鉄鋼関税50%が今週発効[ZD브리핑] 새 정부 출범 D-3…트럼프 철강 관세 50% 이번주 발효https://www.zdnet.co.kr/20250601114128%22%20title=%22
2025-06-01「13カ国間の安全な個人情報移転」… グローバルCBPR認証制度が施行“13개국간 안전한 개인정보 이전”···글로벌 CBPR 인증제 시행https://www.zdnet.co.kr/20250601125706%22%20title=%22
2025-06-01SaaSにもセキュリティ問題が… 個人情報保護委員会、名品ブランドのディオール・ティファニーの個人情報流出を調査SaaS도 보안 문제가···개보위, 명품 브랜드 디올·티파니 개인정보 유출 조사https://www.zdnet.co.kr/20250601123545%22%20title=%22
2025-06-01生ごみ削減・ペットボトル代替… 『環境の日』のエコな消費に注目음식물쓰레기 감량·생수병 대체…’환경의 날’ 착한 소비 눈길https://www.zdnet.co.kr/20250601114934%22%20title=%22
2025-06-01アシックス・ミズノ、サッカースパイクでカンガルー革の使用を中止아식스·미즈노, 축구화에서 캥거루 가죽 사용 중단https://www.zdnet.co.kr/20250601113352%22%20title=%22
2025-06-01AWS、データセンターを追加建設… AI・クラウド需要に対応AWS, 데이터센터 추가 건설…AI·클라우드 수요 대응https://www.zdnet.co.kr/20250601112719%22%20title=%22
2025-06-01シャオミ、STKでスマートライフを提案샤오미, STK서 스마트 라이프 선봬https://www.zdnet.co.kr/20250601115549%22%20title=%22
中央日報
2025-06-02Kメモリを狙う…日本、インテル・ソ뱅と手を組み『HBM代替品』の開発に着手K메모리 잡겠다…日, 인텔·소뱅 손잡고 'HBM 대체재' 개발 착수https://www.joongang.co.kr/article/25340674
2025-06-02「今はアメリカより中国だ」 米AI株専門家が選んだテック株“지금은 미국보다 중국이다” 美 AI주 전문가 픽한 테크주https://www.joongang.co.kr/article/25340673
2025-06-025月の米国向け輸出… 自動車は-32%、鉄鋼も-21%5월 대미수출…자동차 -32% 철강도 -21%https://www.joongang.co.kr/article/25340670
2025-06-02首都圏を見渡したキム・ムンス 「私は清廉で有能な従者だ」수도권 훑은 김문수 “나는 깨끗하고 능력있는 머슴”https://www.joongang.co.kr/article/25340662
2025-06-02[キムドゥシクのエコノミクス] 『製造再興』国家プロジェクトで外国人投資を呼び込むべき[김두식의 이코노믹스] ‘제조 중흥’ 국가 프로젝트로 외국인 투자 유치해야https://www.joongang.co.kr/article/25340644
2025-06-01キム・ムンス 「大逆転が起こっている…流れがひっくり返り、既にゴールデンクロス」김문수 “대반전 일어나고 있다…판 뒤집혀 이미 골든크로스”https://www.joongang.co.kr/article/25340585
BAIDU
前天13:55美光の中国戦略強化:西安のスマート封止検査基地が世界の半導体産業チェーンの構図を再構築美光中国战略升级:西安智能封测基地重塑全球半导体产业链格局https://baijiahao.baidu.com/s?id=1833614416647694070&wfr=spider&for=pc
4天前友阿股份が割安で科創の尖兵・尚阳通を買収:異業種連携の半導体で第二の成長曲線を構築…友阿股份折价收购科创尖兵尚阳通:跨界半导体打造第二增长曲线…https://baijiahao.baidu.com/s?id=1833432844263433733&wfr=spider&for=pc
昨天09:37海光情報と中科曙光の合併:国産半導体の構図を覆す世紀の買収!海光信息中科曙光合并:一场改写国产半导体格局的世纪并购!https://baijiahao.baidu.com/s?id=1833688782079636985&wfr=spider&for=pc
昨天09:16富创精密の鄭広文:半導体部品製造に注力、年間売上を倍増させる目標富创精密郑广文:聚焦半导体零部件制造 目标是年营收倍数级增长https://baijiahao.baidu.com/s?id=1833687431228182422&wfr=spider&for=pc
前天22:41亚曼光电の半導体装置の研究開発・生産基地プロジェクトが望城経済開発区に進出亚曼光电半导体设备研发生产基地项目落户望城经开区https://baijiahao.baidu.com/s?id=1833648676317123103&wfr=spider&for=pc
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