Semiconductor News 20250611

TOC

Main News

  1. TSMC ‘s strong revenue and AI demand: TSMC posted revenue of NT$320.5 billion in May, with sales up more than 42% since the beginning of the year on the back of strong AI demand. This demonstrates the rapid growth of the AI market and TSMC’s important role in it.
  2. Samsung’s HBM certification delay and SMIC’s rise: Samsung’s reported certification delay of its 12-layer HBM3E may increase its reliance on HBM4. Meanwhile, TSMC maintains its lead in the foundry market, but Samsung is being supplanted in chip market share by China’s SMIC.
  3. Big acquisition by Qualcomm: Qualcomm announced the acquisition of Alphawave Semi for approximately $2.4 billion, a significant move in the semiconductor industry and an expansion of its AI data center business.
  4. U.S. -China Trade Friction and AI Chip Regulations: U.S.-China trade negotiations resumed in London, with rare earths, export controls, and Nvidia chips the focus, and the ban on H20 AI chips is likely to remain in place. This will impact the global supply chain and technology access.
  5. Huawei ‘s Chip Strategy and Research Investment: Huawei’s CEO claims that the company’s chips are a generation behind those made in the U.S., but says the company is developing new alternatives with an annual research investment of about $25.07 billion. This demonstrates the company’s commitment to sanctions.
  6. Apple’s End of Intel Mac Support: Apple’s macOS Tahoe (version 26) will be the last operating system to run on Intel Macs, completing the transition to Apple silicon. This is a major turning point in Apple’s hardware strategy.
  7. AMD ‘s New AI Accelerator Launch: AMD’s Instinct MI350 Series AI Accelerator launched this week and aims to improve energy efficiency by 30x by 2025. This is an important development in the highly competitive AI accelerator market.
  8. NVIDIA’s ARM-Based Notebook Chip Enters the Market: NVIDIA’s first ARM-based notebook superchip, the N1X, has appeared in Geekbench, showing competitive performance. This marks NVIDIA’s expansion into a new computing arena.
  9. China’s Semiconductor Research Capacity Soars: The number of Chinese presentations at VLSI, a leading international semiconductor conference, has jumped tenfold in the past five years, indicating that the country’s research capacity is rapidly growing.
  10. U.S. Policy Impact on Tech Talent: Trump’s Harvard visa ban threatens the flow of tech talent and could put semiconductor R&D at risk. This highlights concerns about future innovation.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Jun 10, 15:01TSMC、5月の収益がNT$320.5十億に達し、強いAI需要を背景に年初来売上高が42%以上増加TSMC May revenue hits NT$320.5 billion, YTD sales up over 42% amid strong AI demandhttps://www.digitimes.com/news/a20250610PD239/tsmc-revenue-taiwan-demand-2025.html
Jun 10, 15:05YMTC、継続する特許・知的財産権争いの中、『スパイウェア』疑惑を理由にMicronを提訴YMTC sues Micron over ‘spyware’ allegations amid ongoing patent, IP battleshttps://www.digitimes.com/news/a20250610VL217/ymtc-micron-patent-ip-memory.html
Jun 10, 10:29トランプのハーバード大学ビザ禁止措置がテック人材の流れを脅かし、半導体R&Dを危機に晒すTrump’s Harvard visa ban threatens tech talent pipeline, put semiconductor R&D at riskhttps://www.digitimes.com/news/a20250609VL213/talent-policy-stem-education.html
Jun 10, 10:21任正非、ファーウェイのAIおよびチップ戦略について沈黙を破るRen Zhengfei breaks silence on Huawei’s AI and chip strategyhttps://www.digitimes.com/news/a20250610PD215/huawei-chips.html
Jun 10, 10:06ロンドンで再燃する米中貿易交渉:レアアース、輸出規制、Nvidiaチップに注目US-China trade talks rekindled in London: rare earths, export curbs, Nvidia chips in focushttps://www.digitimes.com/news/a20250610VL208/us-china-trade-war-rare-earth-nvidia-chips.html
Jun 10, 14:45Nvidia CEO、英国はちょうど良い(ゴルディロックス)状況にあると述べるUK is in ‘Goldilocks’ moment, says Nvidia CEOhttps://www.digitimes.com/news/a20250610PD231/uk-nvidia-jensen-huang-talent.html
Jun 10, 12:24関税、通貨変動、在庫リスクが台湾のICセクターの見通しに影響Tariffs, currency swings, and inventory risks weigh on Taiwan’s IC sector outlookhttps://www.digitimes.com/news/a20250610PD224/taiwan-ic-demand-inventory-foreign-exchange.html
Jun 10, 11:57ファーウェイ、Appleへの挑戦へ向け折りたたみPCとPura 80スマートフォンで社内技術を強化Huawei ramps up in-house tech with foldable PC, Pura 80 smartphone to challenge Applehttps://www.digitimes.com/news/a20250610PD212/huawei-foldable-pc-apple-smartphone.html
Jun 10, 11:54サンフー、半導体ブームを乗り海外展開を拡大するための7つの戦略を発表San Fu unveils seven strategies to ride semiconductor wave and expand overseashttps://www.digitimes.com/news/a20250610PD216/san-fu-roadmap-2025-production-revenue.html
Jun 10, 11:18貿易摩擦が続く中、中国のハイテク大手が国内メモリ供給業者へ舵を切るChinese tech giants pivot to local memory suppliers as trade tensions persisthttps://www.digitimes.com/news/a20250610PD220/supply-chain-2025-localization-capacity-demand.html
Jun 10, 10:50エッジAIが停滞し、クラウドAIが急騰:台湾のチップ業界に新たな二極化の兆しEdge AI stalls, cloud AI soars: a new divide in Taiwan’s chip industryhttps://www.digitimes.com/news/a20250609PD223/ic-design-cloud-ai-edge-ai-demand-2025.html
Jun 10, 10:22Samsung、UBSの報告を受け12層HBM3E認証遅延でHBM4依存の可能性が高まるSamsung likely to rely on HBM4 as UBS reports delay in 12-layer HBM3E certificationhttps://www.digitimes.com/news/a20250610PD211/samsung-hbm3e-nvidia-certification-hbm4.html
Jun 10, 10:14Renesas、Wolfspeedの状況がインドでのOSATプロジェクトに影響を与えないと明言Renesas says Wolfspeed situation will not affect OSAT project in Indiahttps://www.digitimes.com/news/a20250610VL212/renesas-wolfspeed-osat-joint-venture-bankruptcy.html
Jun 10, 09:56インド、特区規制緩和の下でMicronの投資計画を承認India approves Micron’s investment plan in SEZ rule relaxationhttps://www.digitimes.com/news/a20250610VL211/government-investment-micron-electronics-component.html
Jun 10, 09:50AppleのmacOS Tahoe、Intel製Macで動作する最後のOSにApple’s macOS Tahoe to be final operating system to work on Intel Macshttps://www.digitimes.com/news/a20250610VL210/intel-apple-operating-system-software-chips.html
Jun 10, 07:07Ampoc、韓国のDCT Materialと提携し先進プロセス材料市場の拡大を目指すAmpoc partners with South Korea’s DCT Material to expand advanced process materials markethttps://www.digitimes.com/news/a20250609PD224/ampoc-fareast-materials-advanced-process-market-taiwan.html
wccftech
2025-06-11漏洩したiOS 26のコードからAirPods Pro 3の参照が発見された。発売は今年後半と示唆されるが、最新のリークでは機能については言及されていないAirPods Pro 3 Reference Found In Leaked iOS 26 Code, Hinting At A Launch Happening Later This Year, But No Features Were Mentioned In The Newest Leakhttps://wccftech.com/airpods-pro-3-reference-found-in-ios-26-code/
2025-06-11Rainbow Six Siege Xがリリースされ、ゲームが無料でプレイできるようになったRainbow Six Siege X Is Out Now, Brings Free Access to the Gamehttps://wccftech.com/rainbow-six-siege-x-is-out-now-brings-free-access-to-the-game/
2025-06-11Sony Bend、新プロジェクト始動に伴い従業員の30%を解雇したと報じられる【更新】Sony Bend Has Reportedly Laid Off 30% Of Its Staff As It Kicks Up A New Project [Updated]https://wccftech.com/sony-bend-has-reportedly-laid-off-30-of-its-staff-as-it-kicks-up-a-new-project/
2025-06-11Hangar 13は、Unreal Engine 5のおかげで『Mafia: The Old Country』が「最高に美しいマフィアゲーム」になると述べているHangar 13 Says Mafia: The Old Country Will Be “The Best Looking Mafia Game” Thanks To Unreal Engine 5https://wccftech.com/hangar-13-says-mafia-the-old-country-will-be-the-best-looking-mafia-game-thanks-to-unreal-engine-5/
2025-06-11AMDのInstinct MI350シリーズAIアクセラレーターが今週発売。Team Redは2025年までにエネルギー効率を30倍に向上させることを目指すAMD’s Instinct MI350 Series AI Accelerator To Launch This Week; Team Red Targets a Whopping 30x Increase In Energy Efficiency By 2025https://wccftech.com/amd-instinct-mi350-series-ai-accelerators-to-launch-this-week/
2025-06-11Morgan Stanleyのアダム・ジョナスは、依然としてイーロン・マスクを理想的に描き出し、現実を犠牲にしているのでは?Morgan Stanley’s Adam Jonas Still Paints Elon Musk In The Best Possible Light, To The Detriment Of Reality?https://wccftech.com/morgan-stanleys-adam-jonas-still-paints-elon-musk-in-the-best-possible-light-to-the-detriment-of-reality/
2025-06-11iOS 26により、Appleが自動で車のスピーカーに音声を切り替える機能を停止。実際に切り替えたいときまでAirPodsを使い続けられるようにWith iOS 26, Apple Finally Stops Audio From Auto-Switching To Your Car Speakers, Letting You Stay On AirPods Until You Are Actually Ready to Switchhttps://wccftech.com/with-ios-26-apple-finally-stops-audio-from-auto-switching-to-your-car-speakers-letting-you-stay-on-airpods-until-you-are-actually-ready-to-switch/
2025-06-11SAG-AFTRAがゲーム企業と暫定合意に達し、声優ストライキの終息に向かう可能性が出ているSAG-AFTRA Reaches Tentative Deal With Video Game Companies, Voice-Actors Strike Might Be Coming To An Endhttps://wccftech.com/sag-aftra-reaches-tentative-deal-with-video-game-companies-voice-actors-strike-might-be-coming-to-an-end/
2025-06-11TSMC、ファウンドリ市場で王座を維持。一方、Samsungはチップ市場で中国のSMICに取って代わられつつあるTSMC Manages to Maintain the Crown in the Foundry Market as Samsung Is On Track to Be Replaced by China’s SMIC in Chip Market Sharehttps://wccftech.com/tsmc-manages-to-maintain-the-crown-in-the-market-as-samsung-is-on-track-to-be-replaced-by-china-smic/
2025-06-11AMDの2025年第2四半期EPSコンセンサス予想はかなり低いが、その背景はより複雑な事情に支えられているAMD’s Q2 2025 Consensus EPS Estimate Is Quite Low, But The Underlying Story Is Much More Nuancedhttps://wccftech.com/amds-q2-2025-consensus-eps-estimate-is-quite-low-but-the-underlying-story-is-much-more-nuanced/
2025-06-11GPUメーカー各社、7月9日の関税締切前に米国向けNVIDIA GPU生産を急ぎ、高い利益率の確保を狙うGPU Manufacturers Are Rushing NVIDIA GPU Production To Bring Them To The US Prior To The July 9 Tariff Deadline, Locking In Higher Marginshttps://wccftech.com/gpu-manufacturers-are-rushing-nvidia-gpu-production-to-bring-them-to-the-us/
2025-06-11『Dune: Awakening』が先行好調なウィークエンドを経て全プレイヤー向けにリリース。コンソール版の発売は2026年に延期Dune: Awakening Is Out Now For All Players After A Strong Head-Start Weekend, Console Launch Pushed Back To 2026https://wccftech.com/dune-awakening-out-now-after-a-strong-head-start-weekend/
2025-06-11OpenAI、たった1年で収益を2倍の100億ドルに押し上げ、2029年までに1,250億ドルの収益を狙う大目標を設定OpenAI Doubles Revenue To $10 Billion In Just One Year And Has Set An Ambitious Target Of $125 Billion In Revenues By 2029https://wccftech.com/openai-doubles-revenue-to-10-billion-in-just-one-year-and-has-set-an-ambitious-target-of-125-billion-in-revenues-by-2029/
2025-06-11HuaweiのCEO、同社のチップは米国製より1世代遅れと主張。年間約250億7000万ドルの研究投資で新たな代替品を開発中Huawei’s CEO Claims That The Company’s Chips Are Just A Single Generation Behind The U.S.; With An Annual Expenditure Of $25.07 Billion For Research, New Alternatives Are Being Madehttps://wccftech.com/huawei-ceo-claims-its-chips-are-only-one-generation-behind-the-us/
2025-06-11複数のラップトップ掲載情報から明らかに:RTX 5050は2560のCUDAコアと8GB VRAM(GDDR6およびGDDR7両仕様)Multiple Laptop Listings Reveal RTX 5050 Specifications: 2560 CUDA Cores And 8 GB VRAM But In Both GDDR6 And GDDR7 Variantshttps://wccftech.com/multiple-laptop-listings-reveal-rtx-5050-specifications/
2025-06-10Nintendo Switch 2は英国で任天堂史上最大の発売となったが、PS5やXbox Series X/Sには及ばなかったThe Nintendo Switch 2 Is Nintendo’s Biggest Launch Ever In The UK, But It Still Didn’t Beat The PS5 Or Xbox Series X/Shttps://wccftech.com/the-nintendo-switch-2-is-nintendos-biggest-launch-ever-in-the-uk-but-it-still-didnt-beat-the-ps5-or-xbox-series-x-s/
2025-06-10任天堂、Nintendo Switch 2専用のスプラトゥーン派生作『Splatoon Raiders』と、今週公開のスプラトゥーン3アップデートを発表Nintendo Announces Nintendo Switch 2-Exclusive Splatoon Spin-Off Game, Splatoon Raiders, New Splatoon 3 Update This Weekhttps://wccftech.com/nintendo-announces-switch-2-exclusive-splatoon-spin-off-game/
2025-06-10NVIDIAのN1XがGeekbenchにサプライズ登場。ARMコアで競争力のある性能を発揮NVIDIA’s N1X Makes A Surprise Appearance On Geekbench; Offers Competitive Performance Through ARM Coreshttps://wccftech.com/nvidia-n1x-benchmarked-on-geekbench/
2025-06-10『Lost in Random: The Eternal Die』レビュー ― 侮れないローグライト体験Lost in Random: The Eternal Die Review – Rolling Up a Respectable Roguelitehttps://wccftech.com/review/lost-in-random-the-eternal-die/
2025-06-10NVIDIA DLSS 4のマルチフレーム生成が、Marvel’s Spider-Man 2、MECHA BREAK、Rematch、Dragonkin: The Banishedに追加NVIDIA DLSS 4 Multi Frame Generation Gets Added to Marvel’s Spider-Man 2, MECHA BREAK, Rematch, and Dragonkin: The Banishedhttps://wccftech.com/nvidia-dlss-4-multi-frame-generation-gets-added-to-marvels-spider-man-2-mecha-break-rematch-and-dragonkin-the-banished/
2025-06-10新情報によると、未発表の新HaloゲームがPlayStation 5向けに発売される可能性があるUnrevealed New Halo Game May Launch on PlayStation 5, According to New Informationhttps://wccftech.com/unrevealed-new-halo-game-could-launch-on-playstation-5-according-to-new-information/
2025-06-10Samsung、Appleの『Liquid Glass』デザインを嘲笑。One UI 7が先駆けたと主張し、macOS Tahoe 26はWindows Vistaのガラス演出を光の屈折効果で再現Samsung Mocks Apple’s ‘Liquid Glass’ Design, Claims One UI 7 Pioneered It, While macOS Tahoe 26 Mirrors Windows Vista’s Glass Effects With Light-Refracting Visualshttps://wccftech.com/samsung-mocks-apples-liquid-glass-design/
2025-06-10AMD Ryzen Z2のプロダクトコードが『Aerith Plus』と一致し、新SoCの公式コードネームが確認されたAMD Ryzen Z2 A Product Code Matches That Of “Aerith Plus”, Confirming The Official Codename Of The New SoChttps://wccftech.com/amd-ryzen-z2-a-product-code-matches-that-of-aerith-plus/
2025-06-10Nintendo Switch 2用microSD ExpressからM.2 SSDへのアダプターが開発中Nintendo Switch 2 MicroSD Express to M.2 SSD Adapter Is in the Workshttps://wccftech.com/nintendo-switch-2-microsd-m-2-adapter/
2025-06-10『Resident Evil Requiem』と『Onimusha: Way of the Sword』が、Gamescom 2025で初めてプレイ可能にResident Evil Requiem, Onimusha: Way of the Sword Will Be Playable for the First Time During Gamescom 2025https://wccftech.com/resident-evil-requiem-onimusha-way-of-the-sword-playable-gamescom-2025/
2025-06-10このNintendo Switch 2の設定で、テレビモードでのHDR表示が向上This Nintendo Switch 2 Setting Can Improve HDR in TV Modehttps://wccftech.com/this-nintendo-switch-2-setting-can-improve-hdr-in-tv-mode/
2025-06-10CAPCOMが確認。『Monster Hunter Wilds タイトルアップデート2』がラギアクルスほかを追加し、6月下旬にリリースMonster Hunter Wilds Title Update 2 Adding Lagiacrus and More Launches in Late June, CAPCOM Confirmshttps://wccftech.com/monster-hunter-wilds-title-update-2-late-june/
2025-06-10Ready or Not、コンソール版が7月15日に発売Ready or Not Drops on Consoles on July 15https://wccftech.com/ready-or-not-drops-on-consoles-on-july-15/
2025-06-10NothingのCEOは、Appleの『Liquid Glass』デザインアプローチを評価する数少ない一人かもしれないが、今回のアップデートのUI要素を真似するつもりはないと語るNothing CEO Might Be One Of The Few Individuals Who Appreciate Apple’s ‘Liquid Glass’ Design Approach, But Says He Will Not Copy The UI Elements Of The Updatehttps://wccftech.com/nothing-ceo-likes-apple-liquid-glass-design-but-will-not-copy/
2025-06-10WILD HEARTS S Q&A ― 『Switch 2はPS4よりもSeries Sに近い』WILD HEARTS S Q&A – ‘Switch 2 Is Closer to the Series S Than PS4’https://wccftech.com/wild-hearts-s-qa-switch-2-is-closer-to-the-series-s-than-ps4/
2025-06-10『Dying Light: The Beast』の30分間ゲームプレイウォークスルーを公開Dying Light: The Beast Gets 30-Minute Gameplay Walkthroughhttps://wccftech.com/dying-light-the-beast-gets-30-minute-gameplay-walkthrough/
2025-06-10iOS 26、新たな『Adaptive Power』モードを搭載。既存の『Low Power Mode』と併用しバッテリー寿命を向上iOS 26 Has A New ‘Adaptive Power’ Mode That Will Work Alongside Apple’s Already Existing ‘Low Power Mode’ To Boost Battery Lifehttps://wccftech.com/ios-26-features-a-new-adaptive-power-mode/
2025-06-10AppleのMetal 4 APIが補間機能を追加(NVIDIAのFrame Generationに似た動作でゲーミング性能を向上)。さらにGame Porting Toolkit 3が開発者向けの貴重な指標を提供Apple’s Metal 4 API Adds Interpolation, Which Works Similar To NVIDIA’s Frame Generation, To Boost Gaming Performance; Game Porting Toolkit 3 Adds Valuable Metrics For Developershttps://wccftech.com/apple-metal-4-api-adds-interpolation-to-boost-gaming-performance/
2025-06-10macOS Tahoe 26が、魅惑的な『Liquid Glass』リデザイン、刷新されたSpotlight検索、新しい電話アプリ、ライブアクティビティ、Games HubなどをMac向けに提供macOS Tahoe 26 Brings Stunning ‘Liquid Glass’ Redesign, Revamped Spotlight Search, New Phone App, Live Activities, Games Hub, And Much More For Macshttps://wccftech.com/macos-tahoe-brings-liquid-glass-ui-new-spotlight-games-app-more/
2025-06-10『結婚を救った』から『靴を食べろ』へ。AppleがWWDC 2025キーノートを、App Storeレビューへのミュージカルオマージュで締めくくる“Saved My Marriage” To “Eat a Shoe,” Apple Closes WWDC 2025 Keynote With A Musical Ode To App Store Reviewshttps://wccftech.com/saved-my-marriage-to-eat-a-shoe-apple-closes-wwdc-2025-keynote-with-a-musical-ode-to-app-store-reviews/
日経 Tech Foresight
2025-06-11「ECTC」詳報、光電融合でインテル・TSMC 日本勢もhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC06A8T0W5A600C2000000
2025-06-11ASML本社を独占取材、EUVで覇者に 5000社と生態系https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC105JF0Q5A610C2000000
2025-06-11【特許】ソディック、半導体の品質高める静電チャックhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC094SC0Z00C25A6000000
2025-06-10ラピダスも頼るimec、強さの源泉見た ASMLと二人三脚https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC093XZ0Z00C25A6000000
2025-06-10東北大学など、柔粘性結晶で2段階分極 多値メモリーにhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC052MY0V00C25A6000000
2025-06-10TSMC、巨大チップ集積の全容 300mmウエハー丸ごとhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC062G10W5A600C2000000
マイナビニュース テックプラス
2025-06-11ルネサス、USB Type-C規格Release2.4準拠のRAファミリマイコンを発表https://news.mynavi.jp/techplus/article/20250611-3350510/
2025-06-10OKIとNTTデバイス、異種材料接合による高出力テラヘルツデバイス製造技術を開発https://news.mynavi.jp/techplus/article/20250610-3350322/
2025-06-10TSMCの2025年5月売上高は前年同月比39.6%増の3205億NTドル、4月に続き3000億NTドル超えを達成https://news.mynavi.jp/techplus/article/20250610-3350304/
2025-06-10ソニー、車載LiDAR向け積層型dToF方式のSPAD距離センサ「IMX479」を商品化https://news.mynavi.jp/techplus/article/20250610-3350205/
2025-06-10JDIらが生産強化、セラミック活用の半導体パッケージングは何が新しいのかhttps://news.mynavi.jp/techplus/article/20250610-3350111/
2025-06-10TSMC熊本第2工場の着工遅れの背景に見える自動車市場の低迷と米国関税政策の混乱 台湾メディア報道https://news.mynavi.jp/techplus/article/20250610-3350096/
2025-06-10QualcommがAlphawave Semiを買収、買収額は約24億ドルhttps://news.mynavi.jp/techplus/article/20250610-3350077/
2025-06-10Hongfa、アクティブサスペンション用コンパクト電源にVicorの電源アーキテクチャを採用https://news.mynavi.jp/techplus/article/20250610-3350049/
2025-06-10日米関税交渉の戦略と地政学的意義、米国企業の半導体購入提案とその背景https://news.mynavi.jp/techplus/article/20250610-3349548/
TrendForce
2025-06-10TSMC、アリゾナでの拡大を加速も、米国のパッケージング工場設置候補地は依然未定と報じられるTSMC Speeds Up Arizona Expansion, yet U.S. Packaging Plant Sites Reportedly Remain Up in the Airhttps://www.trendforce.com/news/2025/06/10/news-tsmc-speeds-up-arizona-expansion-yet-u-s-packaging-plant-sites-reportedly-remain-up-in-the-air/
2025-06-10SK hynix、サブ10nm時代に向けたDRAMロードマップを提示―4F VGと3D DRAMの採用に焦点SK hynix Charts DRAM Roadmap, Highlighting 4F VG and 3D DRAM Adoption for Sub-10nm Erahttps://www.trendforce.com/news/2025/06/10/news-sk-hynix-charts-dram-roadmap-highlighting-4f-vg-and-3d-dram-adoption-for-sub-10nm-era/
2025-06-10Apple、macOS 26『タホ』でIntel Macサポートを終了し、Appleシリコンへの移行を最終決定Apple Ends Intel Mac Support with macOS 26 “Tahoe,” Finalizing Move to Apple Siliconhttps://www.trendforce.com/news/2025/06/10/news-apple-ends-intel-mac-support-with-macos-26-tahoe-finalizing-move-to-apple-silicon/
2025-06-10米中会談が激化する中、H20 AIチップ禁止が維持される模様―今後両国に何が待ち受けるか?H20 AI Chip Ban Reportedly Holds as China-U.S. Talks Heat Up — What’s Next for Both Sides?https://www.trendforce.com/news/2025/06/10/news-h20-ai-chip-ban-reportedly-holds-as-china-u-s-talks-heat-up-whats-next-for-both-sides/
2025-06-10TSMCのマイクロLED参入:どのようなシグナルか?TSMC’s Foray into Micro LED: What Signal?https://www.trendforce.com/news/2025/06/10/news-tsmcs-foray-into-micro-led-what-signal/
Semiconductor Digest
3 hours agoEmpowerのCEO、ティム・フィリップス氏がBarclays Semiconductor BoardおよびCEOサミットで『次なるAI成長の波』について講演Empower CEO Tim Phillips to Address the “Next Wave of AI Growth” at Barclays Semiconductor Board and CEO Summithttps://www.semiconductor-digest.com/empower-ceo-tim-phillips-to-address-the-next-wave-of-ai-growth-at-barclays-semiconductor-board-and-ceo-summit/
3 hours agoフレキシブルデバイス向けロール・ツー・ロール技術が年平均成長率11.5%で拡大Roll-to-Roll Technologies for Flexible Devices Set to Grow at 11.5% CAGRhttps://www.semiconductor-digest.com/roll-to-roll-technologies-for-flexible-devices-set-to-grow-at-11-5-cagr/
3 hours agoMicronが主要顧客向けにHBM4を出荷し、次世代AIプラットフォームを支援Micron Ships HBM4 to Key Customers to Power Next-Gen AI Platformshttps://www.semiconductor-digest.com/micron-ships-hbm4-to-key-customers-to-power-next-gen-ai-platforms/
8 hours ago新たな技術が環境および人間の健康への影響を軽減する鍵となるNew Techniques Hold the Key to Mitigating Environmental, Human Health Impactshttps://www.semiconductor-digest.com/new-techniques-hold-the-key-to-mitigating-environmental-human-health-impacts/
9 hours agoエッジAIが半導体設計の可能性を再定義する方法How Edge AI Is Redefining What’s Possible in Semiconductor Designhttps://www.semiconductor-digest.com/how-edge-ai-is-redefining-whats-possible-in-semiconductor-design/
日本経済新聞
2025-06-11NYダウ小幅反発、105ドル高 米中協議の様子見続くhttps://www.nikkei.com/article/DGXZQOFL1100F0R10C25A6000000/
2025-06-11米中閣僚協議、2日目夜も協議継続 ベッセント氏は帰国へhttps://www.nikkei.com/article/DGXZQOGN1103U0R10C25A6000000/
2025-06-11米国株、ダウ反発し105ドル高 半導体やハイテク株高が支え ナスダックは3日続伸https://www.nikkei.com/article/DGXZQOFL10DZC0Q5A610C2000000/
2025-06-11NY商品、原油反落 世界経済の減速見通しが重荷 金反落https://www.nikkei.com/article/DGXZQOFL10DEH0Q5A610C2000000/
2025-06-11米国株、ダウ反発 半導体やハイテク株への買いが支えhttps://www.nikkei.com/article/DGXZQOFL10DZB0Q5A610C2000000/
2025-06-11医療機器で日米攻防 米GEヘルスは薬まで、キヤノンは技術磨くhttps://www.nikkei.com/article/DGXZQOUC09CE20Z00C25A4000000/
2025-06-11ラピダス、楽観できないホンダ出資 量産まだ「1合目」https://www.nikkei.com/article/DGXZQOUC10BR60Q5A610C2000000/
2025-06-11韓国・李在明大統領、脇に置いた「反財閥」 経済成長への本気度はhttps://www.nikkei.com/article/DGXZQOGM264OK0W5A520C2000000/
2025-06-11半導体の有力国際学会VLSI、中国の発表数5年で10倍 研究力急伸https://www.nikkei.com/article/DGXZQOSG204490Q5A520C2000000/
2025-06-11大日本印刷とTOPPAN、次世代電子部品に照準 有機ELやAI向けhttps://www.nikkei.com/article/DGXZQOUC183YL0Y5A410C2000000/
ダイヤモンドオンライン
Jun 9 21:00医療機関で倒産急増の深刻事態!今年は約1000事業者が“消滅”か【帝国データバンク最新調査】https://diamond.jp/articles/-/366252
Tom’s Hardware
2025-06-10 21:12ユナイテッド航空の地域ジェット機全機でStarlink Wi‑Fiが停止されたStarlink Wi-Fi shut down on all United regional jetshttps://www.tomshardware.com/service-providers/network-providers/starlink-shut-down-on-united-regional-jets-reports-of-radio-interference-on-embraer-e175-aircraft-prompt-switch-off
TechPowerup
2025-06-10T18:12:26+00:00Pulsar TenZ シグネチャーエディションのレビューPulsar TenZ Signature Edition Reviewhttps://www.techpowerup.com/review/pulsar-tenz-signature-edition/
2025-06-10T16:55:24+00:00Gigabyte、AMD AM5プロセッサ向けにオレンジフォースシリーズを復活させるB850M Force microATXマザーボードを発売Gigabyte Launches B850M Force microATX Motherboards, Reviving Orange Force Series for AMD AM5 Processorshttps://www.techpowerup.com/337906/gigabyte-launches-b850m-force-microatx-motherboards-reviving-orange-force-series-for-amd-am5-processors
2025-06-10T15:31:26+00:00Razer、初のベアボーンキーボード『BlackWidow V4 75% Barebones』を発表Razer Debuts Its First Barebones Keyboard: BlackWidow V4 75% Bareboneshttps://www.techpowerup.com/337905/razer-debuts-its-first-barebones-keyboard-blackwidow-v4-75-barebones
2025-06-10T14:43:08+00:00THQ Nordic、新作『Titan Quest II』のゲームプレイトレーラーを公開THQ Nordic Shows Off New Titan Quest II Gameplay Trailerhttps://www.techpowerup.com/337903/thq-nordic-shows-off-new-titan-quest-ii-gameplay-trailer
2025-06-10T14:10:55+00:00『Dune: Awakening』、発売開始Dune: Awakening is Out Nowhttps://www.techpowerup.com/337902/dune-awakening-is-out-now
2025-06-10T13:51:40+00:00Matrox LUMA Pro A380 Octal、8出力の5Kグラフィックスカードでディスプレイ密度を再定義Matrox LUMA Pro A380 Octal Redefines Display Density with 8-Output 5K Graphics Cardhttps://www.techpowerup.com/337901/matrox-luma-pro-a380-octal-redefines-display-density-with-8-output-5k-graphics-card
2025-06-10T13:51:40+00:00NVIDIAとHPE、ドイツで先進スーパーコンピュータの構築に協力NVIDIA and HPE Join Forces to Construct Advanced Supercomputer in Germanyhttps://www.techpowerup.com/337899/nvidia-and-hpe-join-forces-to-construct-advanced-supercomputer-in-germany
2025-06-10T13:49:29+00:00Exascale時代の進展とともに、El Capitanが65回目のTOP500リストで首位を保持El Capitan Retains Top Spot in 65th TOP500 List as Exascale Era Expandshttps://www.techpowerup.com/337900/el-capitan-retains-top-spot-in-65th-top500-list-as-exascale-era-expands
2025-06-10T13:13:48+00:00HiBy R3Pro II、全体にウルトラスエードデザインを採用した『Pocket Cannon』ポータブルDAPとして発売開始HiBy R3Pro II Now Available: “Pocket Cannon” Portable DAP with All-Ultrasuede Designhttps://www.techpowerup.com/337898/hiby-r3pro-ii-now-available-pocket-cannon-portable-dap-with-all-ultrasuede-design
2025-06-10T12:29:20+00:00AppleのmacOS 26『Tahoe』が、浮遊する透明な『Liquid Glass』UIを導入Apple’s macOS 26 “Tahoe” Introduces Floating, Transparent “Liquid Glass” UIhttps://www.techpowerup.com/337895/apples-macos-26-tahoe-introduces-floating-transparent-liquid-glass-ui
2025-06-10T11:54:31+00:00IBM、耐障害性を備えた量子スーパーコンピュータ『Quantum Starling』の構築を計画IBM Plans “Quantum Starling” Fault-Tolerant Quantum Supercomputerhttps://www.techpowerup.com/337894/ibm-plans-quantum-starling-fault-tolerant-quantum-supercomputer
2025-06-10T11:48:01+00:00AYANEO、AMD Ryzen AI 9 HX 370搭載のFLIP 1Sデュアルスクリーンゲーミングハンドヘルドを発表AYANEO Intros FLIP 1S Dual-Screen Gaming Handheld with AMD Ryzen AI 9 HX 370https://www.techpowerup.com/337893/ayaneo-intros-flip-1s-dual-screen-gaming-handheld-with-amd-ryzen-ai-9-hx-370
2025-06-10T11:14:17+00:00ASRock Industrial、Intel Core 200Sプロセッサ搭載の新世代産業用マザーボードを発表ASRock Industrial Launches New Industrial Motherboards Powered by Intel Core 200S Processorshttps://www.techpowerup.com/337892/asrock-industrial-launches-new-industrial-motherboards-powered-by-intel-core-200s-processors
2025-06-10T11:07:52+00:00be quiet!、ATX 3.1対応の「Power Power 13 M」電源シリーズを発表be quiet! Announces Power Power 13 M Line of ATX 3.1 Power Supplieshttps://www.techpowerup.com/337890/be-quiet-announces-power-power-13-m-line-of-atx-3-1-power-supplies
2025-06-10T10:48:17+00:00NVIDIA N1x、同社初のArm搭載ノートブックスーパーチップNVIDIA N1x is the Company’s Arm Notebook Superchiphttps://www.techpowerup.com/337889/nvidia-n1x-is-the-companys-arm-notebook-superchip
2025-06-10T08:17:40+00:00AMD EPYCプロセッサが、次世代通信ネットワーク向けにNokiaのクラウドインフラを支えるAMD EPYC Processors Now Power Nokia Cloud Infrastructure for Next-Gen Telecom Networkshttps://www.techpowerup.com/337888/amd-epyc-processors-now-power-nokia-cloud-infrastructure-for-next-gen-telecom-networks
2025-06-10T08:10:26+00:00SK hynix、IEEE VLSI 2025で次世代DRAM技術ロードマップを発表SK hynix Presents Future DRAM Technology Roadmap at IEEE VLSI 2025https://www.techpowerup.com/337887/sk-hynix-presents-future-dram-technology-roadmap-at-ieee-vlsi-2025
EETimes Taiwan
2025-06-10DeepSeekのジェヴォンズのパラドックス:AIチップ市場の発展展望DeepSeek的傑文斯悖論:AI晶片市場發展前景https://www.eettaiwan.com/20250610nt31-deepseek-s-jevons-paradox/
2025-06-10インターネットを人々のために ― 「リアルパーソン認証」が台湾に正式進出使網路為人所用 「真人驗證」正式進軍台灣https://www.eettaiwan.com/20250910nt11-real-person-verification-enters-taiwan/
2025-06-10関税の不確実性を背景に、2025年の世界スマートフォン出荷予測が下方修正因關稅不確定性 2025年全球智慧型手機出貨預測下修https://www.eettaiwan.com/20250610nt21-2025-global-smartphone-shipments/
2025-06-10電圧安定、省エネ、バックアップ ― 宇瞻が革新的ストレージで産業のスマート化と持続可能な転換を推進穩壓、節能、備援 宇瞻以儲存創新驅動工業智慧與永續轉型https://www.eettaiwan.com/2025061041-apacer-accelerates-industrial-ai-and-esg-transformation-with-next-gen-storage-technologies/
EETimes Asia
2025-06-10Aquatechは、Century Waterの買収を通じ、半導体向け水サービスのグローバル・センター・オブ・エクセレンスを創設Aquatech Creates Global Center of Excellence for Semiconductor Water Services with Century Water Acquisitionhttps://www.eetasia.com/aquatech-creates-global-center-of-excellence-for-semiconductor-water-services-with-century-water-acquisition/
2025-06-10SK hynix、IEEE VLSI 2025でDRAM技術ロードマップを強調SK hynix Highlights DRAM Technology Roadmap at IEEE VLSI 2025https://www.eetasia.com/sk-hynix-highlights-dram-technology-roadmap-at-ieee-vlsi-2025/
2025-06-10QualcommがAlphawave Semiを買収Qualcomm to Acquire Alphawave Semihttps://www.eetasia.com/qualcomm-to-acquire-alphawave-semi/
2025-06-10Counterpoint、米国の関税不透明感を背景に世界スマートフォン出荷予測を下方修正Counterpoint Revises Down Global Smartphone Shipment Forecast Amid US Tariff Uncertaintyhttps://www.eetasia.com/counterpoint-revises-down-global-smartphone-shipment-forecast-amid-us-tariff-uncertainty/
2025-06-10誰もが量子革命に招待されるEveryone is Invited to the Quantum Revolutionhttps://www.eetasia.com/everyone-is-invited-to-the-quantum-revolution/
2025-06-09NXP、エッジLLM戦略を強調NXP Highlights Edge LLM Strategyhttps://www.eetasia.com/nxp-highlights-edge-llm-strategy/
2025-06-09IoTデバイスのエネルギー消費を最適化する方法How to Optimize Energy Consumption in IoT Deviceshttps://www.eetasia.com/embeddedblog-how-to-optimize-energy-consumption-in-iot-devices/
EETimes India
2025-06-10クアルコムがAlphawave Semiを買収Qualcomm to Acquire Alphawave Semihttps://www.eetindia.co.in/qualcomm-to-acquire-alphawave-semi/
ZDNET Korea
2025-06-11発売10周年『ノーブランド』、2週間の感謝イベント開催출시 10주년 ‘노브랜드’, 2주간 사은 행사 진행https://www.zdnet.co.kr/20250610192656%22%20title=%22
2025-06-11“家電、上手に使えていますか?”…ロッテハイマート、訪問コンサルティングサービス導入“가전 잘 쓰고 계세요?”…롯데하이마트, 방문컨설팅 서비스 도입https://www.zdnet.co.kr/20250610161709%22%20title=%22
2025-06-10“サイバーセキュリティ、大統領の国家課題にすべき…現状ではユニコーンは生まれない”“사이버보안, 대통령 국정과제 돼야···현 구조선 유니콘 못나와”https://www.zdnet.co.kr/20250610232045%22%20title=%22
2025-06-10Connecting the dots、ペットシッタープラットフォーム『Dogmate』を買収커넥팅더닷츠, 펫시터 플랫폼 ‘도그메이트’ 인수https://www.zdnet.co.kr/20250610212616%22%20title=%22
2025-06-10D.Camp、バッチ4期として『ディープテックスタートアップ』の募集開始디캠프, 배치 4기 ‘딥테크 스타트업’ 모집 시작https://www.zdnet.co.kr/20250610211958%22%20title=%22
2025-06-10AIが私の仕事を奪うのか…13年間追跡した驚くべき結果AI가 내 일자리를 뺏을까…13년간 추적한 놀라운 결과https://www.zdnet.co.kr/20250610205122%22%20title=%22
2025-06-10疾病管理庁、権域別疾病対策センター主催の自治体疫学調査班、初の定期訓練実施질병관리청, 권역별 질병대응센터 주관 지자체 역학조사반 첫 정기훈련https://www.zdnet.co.kr/20250610203527%22%20title=%22
2025-06-10Com2uS、超大型新作MMORPG『The Starlight』の事前予約開始컴투스, 초대형 신작 MMORPG ‘더 스타라이트’ 사전 예약 실시https://www.zdnet.co.kr/20250610194345%22%20title=%22
2025-06-10AI三大強国を目指す戦略論議…与野党が産学連携で議論を進めるAI 3대 강국 향한 전략 논의…여야, 산학연과 머리 맞댄다https://www.zdnet.co.kr/20250610171211%22%20title=%22
2025-06-10Motif、国産sLLMを初公開…Mistral・Google・Metaを凌駕모티프, 국산 sLLM 첫 공개…미스트랄·구글·메타 제쳤다https://www.zdnet.co.kr/20250610194141%22%20title=%22
2025-06-10オビビール、‘チカチカ’キャンペーン…カスとチキンのペアリングを強調오비맥주, ‘치카치카’ 캠페인…카스와 치킨 페어링 강조https://www.zdnet.co.kr/20250610195254%22%20title=%22
2025-06-10ネオウィズ、『Pの偽り』公式韓国語版アートブックと手作りフィギュアを発売네오위즈, ‘P의 거짓’ 공식 한글판 아트북·수제 피규어 출시https://www.zdnet.co.kr/20250610193628%22%20title=%22
2025-06-10文化体育観光部、国内外の捜査機関とKコンテンツ著作権侵害対策を実施문체부, 국내외 수사 기관과 K콘텐츠 저작권 침해 대응https://www.zdnet.co.kr/20250610194048%22%20title=%22
2025-06-10ス마イルゲ이트、新作RPG『カオスゼロナイトメア』の新映像を公開…7月に事前予約開始스마일게이트, 신작 RPG ‘카오스 제로 나이트메어’ 새 영상 공개…7월 사전 예약https://www.zdnet.co.kr/20250610193343%22%20title=%22
2025-06-10[プロファイル] ヨ・ハング、産業通商資源部通商交渉本部長[프로필] 여한구 산업통상자원부 통상교섭본부장https://www.zdnet.co.kr/20250610184306%22%20title=%22
2025-06-10[プロファイル] ムン・シンハク、産業通商資源部第一次官[프로필] 문신학 산업통상자원부 제1차관https://www.zdnet.co.kr/20250610183132%22%20title=%22
2025-06-10ロッテホームショッピング、北欧感性のデニム『r.a studio』を販売롯데홈쇼핑, 북유럽 감성 데님 ‘r.a studio’ 판매https://www.zdnet.co.kr/20250610182151%22%20title=%22
2025-06-10ジーマーケット、‘アーリーサマー大セール’を実施…夏必需品を割引지마켓, ‘얼리썸머 빡세일’ 진행…여름 필수품 할인https://www.zdnet.co.kr/20250610182032%22%20title=%22
2025-06-10CJオンスタイル「上半期のショッピングキーワードは『発見』…TikTokからも流入」CJ온스타일 “상반기 쇼핑 키워드는 ‘발견’…틱톡 통해서도 유입”https://www.zdnet.co.kr/20250610171837%22%20title=%22
2025-06-10“iPhone体験をMacに拡張”…Apple、MacOS『Tahoe 26』を発表“아이폰 경험 맥에 확장”…애플, 맥OS ‘타호 26’ 공개https://www.zdnet.co.kr/20250610173629%22%20title=%22
中央日報
2025-06-11米国商務大臣「中国との貿易会談、11日まで続く可能性がある」美 상무장관 “중국과 무역회담 11일까지 이어질 수 있다”https://www.joongang.co.kr/article/25342859
2025-06-11ゲームは即ち学習 ― 韓国で見出された『AIロボット学習法』게임이 곧 공부다, 한국서 찾은 'AI로봇 학습법'https://www.joongang.co.kr/article/25342822
2025-06-11[アン・ヘリの逐次更新] イ・ジェミョン政権さえ攻撃してはならない[안혜리의 시시각각]이재명 정부마저 때리면 안 된다https://www.joongang.co.kr/article/25342801
2025-06-11エヌビディアのように?…クアルコム、AIデータセンターに3.2兆ウォン投資엔비디아처럼?…퀄컴, AI 데이터센터 위해 3.2조 썼다https://www.joongang.co.kr/article/25342756
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BAIDU
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昨天20:0631年ぶりの中国企業の頂点! 済南のある企業が半導体国際金賞を受賞31年来中国企业首次问鼎!济南一企业荣获半导体国际金奖https://baijiahao.baidu.com/s?id=1834547376637816719&wfr=spider&for=pc
6小时前江苏荧磁半导体有限公司が設立され、登録資本金は1000万人民元江苏荧磁半导体有限公司成立,注册资本1000万人民币https://baijiahao.baidu.com/s?id=1834559397694436828&wfr=spider&for=pc
昨天19:51喜報|中国建材グループが投資する山東天岳先進が第31回半導体年間金賞を受賞…喜报| 中国建材集团投资的山东天岳先进荣膺第31届半导体年度金奖…http://baijiahao.baidu.com/s?id=1834547629428304843&wfr=spider&for=pc
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