Semiconductor News 20250616

TOC

Main News

  1. Huawei and SMIC have been added to TSMC’s export control list and both Chinese companies now require permission from their suppliers to receive their products. This will have a significant impact on key Chinese technology companies and their global supply chains.
  2. French President Macron has called on TSMC and Samsung to set up state-of-the-art semiconductor facilities, making Europe a major global center for semiconductor manufacturing. This is an important move that could change the power structure of global chip manufacturing.
  3. Chinese AI engineers are reportedly smuggling hard drives to Malaysia to train AI models on rented NVIDIA high-performance AI chips after chip smuggling. This is indicative of China’s move to circumvent export controls on AI chips.
  4. AI tools such as ChatGPT have indicated that AI is “killing” Google search and websites are losing traffic, advertising, and revenue. This indicates that AI is fundamentally changing the Internet economy and information retrieval.
  5. AMD is expected to break NVIDIA’s monopoly in the AI market with its next-generation Instinct MI500 accelerator and EPYC “Verano” CPU. This signals increased competition in the AI computing power market.
  6. Samsung is exploring the use of Chinese materials in its OLED technology in conjunction with its cost-increasing 2nm chipset, which may affect the Galaxy S26 series. This is indicative of supply chain strategies and cost-cutting moves by major technology companies.
  7. Modified RTX 3090s and 3080s are being sold as GeForce RTX 4090s, and technicians have noted the difference between the real and the fake. This raises concerns about consumer fraud in the expensive GPU market.
  8. IBM reportedly aims to make quantum computers error tolerant by 2029. This is an important step forward in the development of practical quantum computing.
  9. AMD has made significant progress in improving the efficiency of AI calculations, announcing a 97% reduction in energy consumption compared to systems five years ago. This is an important step toward improving the sustainability and efficiency of AI.
  10. The first AI disaster prevention law has been passed in New York State, and the transparency regulation of the very large AI is in full swing. This marks the beginning of concern and debate at the governmental level regarding the future and regulation of AI.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
wccftech
2025-06-16HuaweiとSMICがTSMCの輸出管理リストに追加され、中国の両企業は製品受領に仕入先の許可が必要にHuawei And SMIC Have Now Been Included In TSMC’s Export Control List, With Both Chinese Entities Now Requiring A Permit From Suppliers To Receive Manufactured Goodshttps://wccftech.com/huawei-and-smic-included-in-tsmc-export-list/
2025-06-16MSIがAMD AGESA 1.2.0.3e BIOSを正式にリリース、64GB×4 DRAM構成と「新」Ryzen CPUに対応MSI Officially Rolls Out AMD AGESA 1.2.0.3e BIOS, Supporting 64GB x4 DRAM Configuration And “New” Ryzen CPUhttps://wccftech.com/msi-officially-rolls-out-amd-agesa-1-2-0-3e-bios/
2025-06-16PCIe 5.0 SSDは今後5年間存続、PCIe 6.0は2030年前に一般市場に登場しない見通しPCIe 5.0 SSDs Will Reportedly Stay For The Next Five Years As PCIe 6.0 Isn’t Coming Before 2030 For The Mainstream Markethttps://wccftech.com/pcie-5-0-ssds-will-reportedly-stay-for-the-next-five-years-as-pcie-6-0-isnt-coming-before-2030/
2025-06-16改造されたRTX 3090と3080がGeForce RTX 4090として販売、技術者が本物と偽物の違いを指摘Modded RTX 3090 And 3080s Sold As GeForce RTX 4090 GPUs; Technician Spots The Key Differences Between Original And Fake Cardshttps://wccftech.com/modded-rtx-3090-and-3080s-sold-as-geforce-rtx-4090-gpus/
2025-06-16Biostar B850MT-E PRO マザーボードレビュー – AM5ビルダー向けエントリーレベル機能Biostar B850MT-E PRO Motherboard Review – Entry-Level Features For AM5 Buildershttps://wccftech.com/review/biostar-b850mt-e-pro-motherboard-review-entry-level-features-for-am5-builders/
2025-06-15Huaweiの次世代Kirinチップセットは将来的に5nmプロセスへ、商業化は進行中も今年の発売は見込めずHuawei’s Future Kirin Chipsets Will Eventually Move To The 5nm Process, With Commercialization Of The Manufacturing Process Said To Be Underway, But A Launch Will Not Happen This Yearhttps://wccftech.com/huawei-kirin-chipsets-to-move-to-5nm-technology-no-commercialization-this-year/
2025-06-15Samsung、コスト高騰の2nmチップセットに伴いOLED技術で中国製素材の活用を模索、Galaxy S26シリーズに影響かSamsung Reportedly Exploring The Use Chinese Materials For OLED Technology As Rising Cost Of 2nm Chipsets May Force A Budget Makeover; Galaxy S26 Series Could Be A Recipienthttps://wccftech.com/galaxy-s26-could-use-chinese-materials-for-oled-as-samsung-mulls-partnership/
2025-06-15The Witcher 4はコンソール優先設計、Xbox Series Sでの60FPS達成は「極めて困難」とCDPRがコメントThe Witcher 4 Is Made with Console-First Approach; 60 FPS on Xbox Series S Will Be ‘Extremely Challenging’ to Achieve, Says CDPRhttps://wccftech.com/the-witcher-4-is-made-with-console-first-approach-60-fps-on-xbox-series-s-will-be-extremely-challenging-to-achieve-says-cdpr/
2025-06-15M4 Maxが『Cyberpunk 2077: Ultimate Edition』を120FPSで動作、パストレーシング不使用で達成、Apple Silicon Macのフレーム生成支援が可能性に寄与M4 Max Running Cyberpunk 2077: Ultimate Edition At 120FPS Was Likely Achieved Without Path Tracing; Frame Generation Support For Apple Silicon Macs Could Have Made This Feat Possiblehttps://wccftech.com/m4-max-running-cyberpunk-2077-ultimate-edition-at-120fps-deeper-dive/
2025-06-15iOS 26は自動的にストレージを確保し、ソフトウェアアップデート時のトラブルを回避、iPhoneユーザーの不安を解消iPhone Users No Longer Need To Panic Over Storage, As iOS 26 Will Automatically Reserve Space To Make Sure Future Software Updates Install Without Any Last-Minute Hassleshttps://wccftech.com/ios-26-dynamic-storag-reserve-for-iphone-software-update/
2025-06-15ロンドンのカップル、盗難車のリアルタイム位置情報で警察の手薄を突き、隠しAirTagで£46,000のジャガーを発見・回収London Couple Tracks Down And Recovers £46,000 Jaguar Using Hidden AirTag After Police Fail To Act On Real-Time Location Of Stolen Vehiclehttps://wccftech.com/airtag-helps-find-lost-car-after-police-failed/
2025-06-15AIがGoogle検索を蝕む:ChatGPTなどのAIツールによりウェブサイトはトラフィック、広告、収益を失うAI Is Killing Google Search: Websites Lose Traffic, Ads, And Revenue As ChatGPT And Other AI Tools Reshape How We Find Information Onlinehttps://wccftech.com/ai-is-killing-google-search-websites-lose-traffic-ads-and-revenue-as-chatgpt-and-other-ai-tools-reshape-how-we-find-information-online/
2025-06-15MSI MAG B850M Mortar WIFI マザーボードレビュー – $200で手に入るAM5ビルダー向け堅牢なmATXデザインMSI MAG B850M Mortar WIFI Motherboard Review – Solid mATX Design For AM5 Builders For $200https://wccftech.com/review/msi-mag-b850m-mortar-wifi-motherboard-review-solid-matx-design-for-am5-builders/
2025-06-15Carl Pei、Nothing買収は技術ではなく名称だけで、ブランドの奇妙なスマホデザインと狭いキーボードをジョークにCarl Pei Says Nothing Acquired Essential Only For The Name, Not For Technology, And Jokes About The Brand’s Odd Phone Design And Clunky, Cramped Keyboardhttps://wccftech.com/carl-pei-says-nothing-acquired-essential-only-for-the-name-not-for-technology-and-jokes-about-the-brands-odd-phone-design-and-clunky-cramped-keyboard/
2025-06-15Sycom、Noctuaファン搭載のSilent Master AirおよびLiquidシリーズRTX 50 GPUを準備中Sycom Prepares Silent Master Air And Liquid Series RTX 50 GPUs, Equipped With Noctua Fanshttps://wccftech.com/sycom-prepares-silent-master-air-and-liquid-series-rtx-50-gpus/
2025-06-15中国のAIエンジニア、チップ密輸後にレンタルNVIDIA高性能AIチップでAIモデル訓練目的でマレーシアへハードドライブを密入After Smuggling Chips, China’s AI Engineers Now Sneak Hard Drives Into Malaysia to Train AI Models Using Rented NVIDIA High-End AI Chipshttps://wccftech.com/after-smuggling-chips-chinese-engineers-now-sneak-hard-drives-into-malaysia-to-train-ai-models/
2025-06-15GeForce RTX 5090、日本で初めて$2800未満に下落、他地域でも顕著な値下げが進行中GeForce RTX 5090 Drops Below $2800 For The First Time In Japan; Sees Noticeable Price Cuts In Other Regions As Wellhttps://wccftech.com/geforce-rtx-5090-drops-below-2800-for-the-first-time-in-japan/
2025-06-15AMD、AI計算の効率化で大躍進—5年前のシステムと比べエネルギー消費を97%削減AMD Takes Major Steps to Make AI Compute More Efficient, Achieves 97% Reduction in Energy Consumption Compared to Systems from Five Years Agohttps://wccftech.com/amd-takes-major-steps-to-make-ai-compute-more-efficient/
2025-06-15噂によれば、Huaweiの新AIチップはNVIDIA製チップと連携し、2022年モデルのGPUに対抗可能Huawei’s New AI Chips Could Work With NVIDIA’s Chips & Compete With 2022 GPU, Says Rumorhttps://wccftech.com/huaweis-new-ai-chips-could-work-with-nvidias-chips-compete-with-2022-gpu-says-rumor/
2025-06-15欧州が半導体レースに参戦、フランスのマクロン大統領がTSMC/Samsungに最先端施設の設置を呼びかけEurope Makes Its Move in the Chip Race as France’s President Macron Now Hopes To Convince TSMC/Samsung To Set Up Cutting-Edge Facilitieshttps://wccftech.com/europe-makes-its-move-in-the-chip-race-as-france-president-macron-now-hopes-to-convince-tsmc-samsung-to-set-up-facilities/
2025-06-15AMD、次世代Instinct MI500アクセラレータとEPYC「Verano」CPUでNVIDIAのAI独占を打破し、Vera Rubinシリーズに挑む見込みAMD Expected to Break NVIDIA’s AI Monopoly With Next-Gen Instinct MI500 Accelerators & EPYC “Verano” CPUs, Set to Compete Against Vera Rubin Lineuphttps://wccftech.com/amd-expected-to-break-nvidia-ai-monopoly-with-instinct-mi500-accelerators-epyc-verano-cpus/
日経 Tech Foresight
2025-06-16IBM、量子コンピューターに誤り耐性 29年一番乗りへhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC129KQ0S5A610C2000000
2025-06-16東京理科大、人の目と脳を模倣した素子 自動運転向けhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC1237Y0S5A610C2000000
2025-06-16「誤り耐性の光量子ビット」「GFが追加投資」 海外動向https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC1317Z0T10C25A6000000
マイナビニュース テックプラス
2025-06-16ソニーがCMOSイメージセンサ向け設備投資を増額、プロセスの微細化を前倒しhttps://news.mynavi.jp/techplus/article/20250616-3353314/
TrendForce
Semiconductor Digest
日本経済新聞
2025-06-16中国AIの猛追 DeepSeekショック5カ月、テック大手資金力が焦点https://www.nikkei.com/article/DGXZQOFL1352B0T10C25A6000000/
2025-06-16ラピダス城下町、北海道千歳市にドン・キホーテ2店目 小売り集積https://www.nikkei.com/article/DGXZQOFC125TO0S5A610C2000000/
2025-06-16トランプ政権の関税政策(8)対米投資は合理的な選択かhttps://www.nikkei.com/article/DGXZQOCD2541E0V20C25A4000000/
2025-06-16キオクシア、あえて「投資不適格」公表 資金調達多様化に道https://www.nikkei.com/article/DGXZQOUC0812P0Y5A600C2000000/
2025-06-16半導体材料ニッチトップの太陽HD、ファンドが熱視線 非公開化提案https://www.nikkei.com/article/DGXZQOUC045JC0U5A600C2000000/
2025-06-16日産は再起できるか ゴーン時代のV字回復、再現難しくhttps://www.nikkei.com/article/DGXZQOCD095CU0Z00C25A6000000/
2025-06-16台湾、ファーウェイとSMICを輸出規制リストに追加https://www.nikkei.com/article/DGXZQOGM1511S0V10C25A6000000/
2025-06-15安川電機、米国で「ロボット村」構築 トランプ国産政策むしろ追い風https://www.nikkei.com/article/DGXZQOGN130LZ0T10C25A6000000/
ダイヤモンドオンライン
Jun 15 20:10【九州・沖縄編】銀行実力番付2025「総合ランキング」!2位は北九州銀行、ベスト&ワースト1位は?https://diamond.jp/articles/-/365803
Jun 15 19:00キーエンスに「仕事ができない営業マン」がいない理由、“普通の社員”も必ず育つ方程式とは?https://diamond.jp/articles/-/366255
Tom’s Hardware
2025-06-15 21:30Windows 11 Insiderたちは、Vistaの起動音が復活したことに驚いている ― MS幹部によると、これは機能ではなくバグであるWindows 11 Insiders surprised by return of Vista startup sound – it’s a bug not a feature, says MS exechttps://www.tomshardware.com/software/windows/windows-11-insiders-surprised-by-return-of-vista-startup-sound-its-a-bug-not-a-feature-says-ms-exec
2025-06-15 21:22顧客が4台のRTX 4090を修理技師に送ったところ、うち3台が偽物であることが判明Customer sends four RTX 4090s to a repair technician, finds out three are fakehttps://www.tomshardware.com/pc-components/gpus/customer-sends-four-rtx-4090s-to-a-repair-technician-finds-out-three-are-fake-new-counterfeiting-technique-uses-modded-30-series-chips
2025-06-15 20:58未発売のNvidia RTX 3080 Ti 20GB Founders EditionエンジニアリングサンプルがeBayで1,999ドルで取引されるUnreleased Nvidia RTX 3080 Ti 20GB Founders Edition engineering sample sells for $1,999 on eBayhttps://www.tomshardware.com/pc-components/gpus/unreleased-nvidia-rtx-3080-ti-20gb-founders-edition-engineering-sample-sells-for-usd1-999-on-ebay
2025-06-15 20:55初心者向けの3Dプリントされた翼付きVTOLドローンが、130マイルの飛行を実現Beginner’s 3D-printed winged VTOL drone can fly for 130 mileshttps://www.tomshardware.com/3d-printing/beginners-3d-printed-winged-vtol-drone-can-fly-for-130-miles-enthusiast-with-no-3d-printing-or-cad-experience-builds-long-range-drone-from-scratch
2025-06-15 03:12Nvidia CEOは、Anthropicの責任者による「AIが半数の職を奪い、安全でない」という主張を猛烈に非難Nvidia CEO slams Anthropic’s chief over his claims of AI taking half of jobs and being unsafehttps://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-ceo-slams-anthropic-chief-over-claims-of-job-eliminations-says-many-jobs-are-going-to-be-created
2025-06-15 01:49Nintendo Switch 2の画面、ペンチで50回叩かれても壊れずNintendo Switch 2 screen survives being smashed with pliers 50 timeshttps://www.tomshardware.com/video-games/handheld-gaming/nintendo-switch-2-screen-survives-being-smashed-with-pliers-50-times-destructive-testing-finds-the-switch-2-to-be-exceptionally-tough
TechPowerup
2025-06-15T09:59:51+00:00今週のゲーム動向(第25週)This Week in Gaming (Week 25)https://www.techpowerup.com/338037/this-week-in-gaming-week-25
EETimes Taiwan
EETimes Asia
EETimes India
ZDNET Korea
2025-06-16エスティジェンバイオ、98億ウォン規模のバイオ医薬品生産契約締結에스티젠바이오, 98억원 규모 바이오의약품 생산계약 체결https://www.zdnet.co.kr/20250616073545%22%20title=%22
2025-06-16アトピー性皮膚炎の免疫療法効果を媒介する細胞の解明아토피피부염 면역치료 효과 매개하는 세포 규명https://www.zdnet.co.kr/20250616072950%22%20title=%22
2025-06-15ネオウィズ『ブラウンダスト2』、2周年記念特別生放送成功네오위즈 ‘브라운더스트2’, 2주년 기념 특별 생방송 성료https://www.zdnet.co.kr/20250615203621%22%20title=%22
2025-06-15「このままじゃ中国にも渡ってしまうとどうする?」…グーグルに続き、アップルも『高精度地図データ』を要求“이러다 中에도 넘어가면 어쩌나”…구글 이어 애플도 ‘고정밀 지도 데이터’ 요구 가세https://www.zdnet.co.kr/20250615200430%22%20title=%22
2025-06-15[ZD eゲーム] クロノ・オデッセイ、ソウルライクとオープンワールドの融合[ZD e게임] 크로노 오디세이, 소울라이크와 오픈월드의 결합https://www.zdnet.co.kr/20250615203319%22%20title=%22
2025-06-15韓国電力KPS、チェコ向け輸出『APR1000』型原子炉の整備能力向上한전KPS, 체코 수출 ‘APR1000’ 노형 원전 정비역량 고도화https://www.zdnet.co.kr/20250615200144%22%20title=%22
2025-06-15ザ・ピクト、初開催『2025春川連合マラソン』…北漢江沿いを走る空の道더픽트, ‘2025 춘천연합마라톤’ 첫 개최…북한강 따라 달리는 하늘길https://www.zdnet.co.kr/20250615191410%22%20title=%22
2025-06-15韓国経営学会-韓国経営情報学会、『第4回インサイトフォーラム』終了학국경영학회-한국경영정보학회, ‘4차 인사이츠 포럼’ 성료https://www.zdnet.co.kr/20250615174343%22%20title=%22
2025-06-15自分のお気に入りユーチューバーが目前に…『ユーチューブファンフェスト コリア 2025』を訪れてみた내 ‘최애’ 유튜버가 눈앞에…’유튜브 팬페스트 코리아 2025′ 가보니https://www.zdnet.co.kr/20250615173003%22%20title=%22
2025-06-15チョン、家族ベースの分散型アイデンティティシステム『ID-CHON』を発表촌, 가족 기반 분산 신원 시스템 ‘ID-CHON’ 발표https://www.zdnet.co.kr/20250615160547%22%20title=%22
2025-06-15ドイツテレコムとエヌビディア、ドイツに欧州初の産業用AIクラウドを構築도이치텔레콤-엔비디아, 독일에 유럽 첫 산업용 AI 클라우드 구축https://www.zdnet.co.kr/20250615131215%22%20title=%22
2025-06-15ニューヨーク、AI災害防止法を初めて可決…超巨大AIの透明性規制本格化뉴욕, AI 재난 방지법 첫 통과…초거대 AI 투명성 규제 본격화https://www.zdnet.co.kr/20250615130026%22%20title=%22
2025-06-15南部発電、生成型AIのブランド名『KEMI』を発表…デジタルトランスフォーメーション・AI革新を先導남부발전, 생성형 AI 브랜드명 ‘KEMI ‘발표…디지털전환·AI 혁신 선도https://www.zdnet.co.kr/20250615151518%22%20title=%22
2025-06-15韓国電力、LSケーブルと手を組み、海底ケーブル技術の事業化で世界市場攻略へ한전, LS전선 손잡고 해저케이블 기술사업화 세계시장 공략 나서https://www.zdnet.co.kr/20250615143732%22%20title=%22
2025-06-15イ・ジェミョン大統領、G7首脳会議出国…韓米日首脳会談調整中이재명 대통령, G7 정상회의 출국…한미 한일 정상회담 조율중https://www.zdnet.co.kr/20250614202620%22%20title=%22
2025-06-15「大企業も調理ロボットに関心…調理工程の簡素化・労働軽減」“대기업도 조리로봇 관심…조리과정 간소화·노동 완화”https://www.zdnet.co.kr/20250615125624%22%20title=%22
2025-06-15SKTのSIMカード交換、累計加入者800万人突破SKT 유심교체 누적 가입자 800만 돌파https://www.zdnet.co.kr/20250614202406%22%20title=%22
2025-06-15サム・アルトマン「AI、もはや後戻りはできない…柔らかなシンギュラリティに向かう」샘 알트먼 “AI, 이제 되돌릴 수 없다…부드러운 특이점 향해 간다”https://www.zdnet.co.kr/20250615124047%22%20title=%22
2025-06-15大学生・大学院生の個人情報保護 模擬裁判コンテスト、8月12日に開催대학생·대학원생 개인정보보호 모의재판 경연8월 12일 열려https://www.zdnet.co.kr/20250615135954%22%20title=%22
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中央日報
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BAIDU
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前天15:37…AI計算能力がテックセクターを牽引し、ストレージ価格が継続上昇、香港株の半導体基礎面の改善が期待される…AI算力领涨科技板块 存储价格持续上扬 有望提振港股半导体基本面https://baijiahao.baidu.com/s?id=1834917377217116432&wfr=spider&for=pc
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