Semiconductor News 20250619

TOC

Main News

  1. CXMT Aims to Launch HBM3E in 2027 as China Closes HBM Gap Chinese semiconductor manufacturer CXMT is aiming to launch HBM3E memory in 2027, indicating that China is moving rapidly to close the HBM technology gap. This is an important move toward China’s self-sufficiency in the high-performance memory sector.
  2. Intel to Cut More Than 10,000 Jobs Starting in Mid-July Intel will reportedly begin cutting more than 10,000 jobs starting in mid-July. This reflects the company’s extensive restructuring program in response to the competitive environment and structural changes in the semiconductor industry.
  3. Trump Tightens Chip Restrictions for China as Nvidia’s H20 Faces New Export Restrictions Trump further tightens chip restrictions for China, with Nvidia’s H20 chips expected to be subject to new export restrictions. This is a sign of the ongoing technology friction between the U.S. and China that is affecting the semiconductor industry.
  4. Japan’s AGC and the University of Tokyo Unveil Laser Technology that is One Million Times Faster than Conventional for AI Chip Manufacturing Japan’s AGC and the University of Tokyo have unveiled laser technology that is one million times faster than conventional methods for the AI chip manufacturing process. This is a breakthrough innovation that has the potential to dramatically improve the efficiency of AI chip production.
  5. Nvidia to Launch New Performance-Restrained AI Chips for Chinese Market after H20 Export Ban Nvidia plans to launch new performance-restrained AI chips for the Chinese market following the export ban on H20 chips. This demonstrates Nvidia’s strategy to continue its business in the Chinese market while complying with the regulations.
  6. Amazon CEO Andy Jassy Says AI Will Drive Workforce Reductions at Companies Amazon CEO Andy Jassy said that the adoption of AI technology will drive workforce reductions at companies. This is an important observation about the broad impact AI will have on the job market going forward.
  7. Sam Altman Announces GP T-5 Coming “This Summer” OpenAI CEO Sam Altman announced that GPT-5, the next generation of large-scale language models, will be available “this summer.” This raises expectations for further advances and applications of generative AI technology.
  8. Amazon Challenges NV IDIA’s Latest Blackwell AI GPUs with High Cost Performance of Custom AI Chips Amazon aims to compete with NVIDIA’s latest Blackwell AI GPUs with the superior cost performance of its in-house developed custom AI chips Amazon aims to compete with NVIDIA’s latest Blackwell AI GPUs through the superior cost performance of its in-house developed custom AI chips. This signals an intensifying competition among cloud providers to develop AI chips.
  9. TSMC’s Foundry Market Share Projected to Reach 75% by 2026 TSMC’s foundry market share is projected to reach 75% by 2026, further strengthening the company’s dominant dominance in global semiconductor contract manufacturing.
  10. Texas Instruments Plans to Invest More Than $60 Billion to Manufacture Billions of Semiconductors in the U.S. Texas Instruments plans to invest more than $60 billion to enhance its semiconductor manufacturing capacity in the United States. This is an important effort to improve the resilience of the semiconductor supply chain in the United States.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Jun 18, 11:29CXMT、HBM格差を埋める中国の動向の中、2027年にHBM3E発売を目指すCXMT targets 2027 HBM3E launch as China races to close HBM gaphttps://www.digitimes.com/news/a20250618PD216/cxmt-ddr5-hbm3e-launch-2027.html
Jun 18, 14:38サムスン、AIチップ受託製造の地位向上を狙い4nmチップレット技術を推進Samsung advances 4nm chiplet technology to boost AI chip foundry positionhttps://www.digitimes.com/news/a20250618PD236/samsung-4nm-chiplet-technology-ucie.html
Jun 18, 11:49インテル、7月中旬から1万人以上の人員削減を実施Intel to cut up to over 10,000 jobs starting mid-Julyhttps://www.digitimes.com/news/a20250618PD229/intel-intel-foundry-workforce-business-worldwide.html
Jun 18, 11:22NVLinkは引き続き制限される中、UALinkやASIC向け製品の競争が激化NVLink stays gated; UALink, ASIC contenders step uphttps://www.digitimes.com/news/a20250617PD234/nvidia-asic-supply-chain-chips-infrastructure.html
Jun 18, 09:31TSMC、米国の監視強化に対応するFoundry 2.0移行にもかかわらず、受託製造での優位性を維持TSMC maintains foundry dominance despite Foundry 2.0 move to address rising US scrutinyhttps://www.digitimes.com/news/a20250618PD201/tsmc-packaging-growth-market-share-2025.html
Jun 18, 15:04日東紡、AIサーバーグレードのガラスファブリックは対象外として材料価格の引き上げを実施Nittobo material price hikes exclude AI server-grade glass fabrichttps://www.digitimes.com/news/a20250617PD236/glass-fabric-materials-supplier-ai-server-ic.html
Jun 18, 12:20台湾、堅調なAI、チップ、研究開発力により世界競争力ランキングで第6位に躍進Taiwan rises to 6th in global competitiveness rankings, driven by robust AI, chip, and R&D strengthshttps://www.digitimes.com/news/a20250618PD203/taiwan-efficiency-2025-performance-gdp.html
Jun 18, 12:01トランプ、NvidiaのH20が新たな輸出制限に直面する中、中国向けチップ規制を強化Trump tightens China chip curbs as Nvidia’s H20 faces new export limitshttps://www.digitimes.com/news/a20250618PD226/china-export-restrictions-ai-chip-hbm-nvidia.html
Jun 18, 11:49韓国輸出業者、米国の関税と中東紛争が世界貿易を揺るがす中、混乱に備えるKorean exporters brace for turmoil as US tariffs and Middle East conflict roil global tradehttps://www.digitimes.com/news/a20250618PD217/middle-east-israel-manufacturing-logistics-market.html
Jun 18, 11:06日本のAGCと東京大学、AIチップ製造向けに従来の100万倍の速さを実現するレーザー技術を公開Japan’s AGC and University of Tokyo unveil laser tech 1 million times faster for AI chip manufacturinghttps://www.digitimes.com/news/a20250618PD212/agc-laser-manufacturing-technology-materials.html
Jun 18, 10:13Edom、柔軟な対応でマクロ経済の逆風を乗り越えつつ2025年の利益成長を目指すEdom eyes profit growth in 2025 as agility counters macro strainhttps://www.digitimes.com/news/a20250616PD223/edom-technology-growth-2025-asia-demand.html
Jun 18, 10:12キヤノンマシナリー、高度パッケージング需要の高まりを背景に2026年にハイブリッドボンディングツールの発売を狙うCanon Machinery targets 2026 launch for hybrid bonding tools amid surge in advanced packaging demandhttps://www.digitimes.com/news/a20250616PD222/canon-demand-2026-packaging-subsidiary.html
Jun 18, 09:36Nvidia、中国サプライチェーンエキスポ初出展で、G2摩擦の中市場への本気度を示すNvidia’s debut at China supply chain expo to signal market commitment amid G2 tensionshttps://www.digitimes.com/news/a20250618PD207/nvidia-market-supply-chain-supply-expo.html
Jun 18, 06:43ソニー、自動車向けイメージセンサー市場で記録的な業績と市場戦略の転換を背景に成長を加速Sony accelerates image sensor growth in automotive amid record earnings and evolving market strategyhttps://www.digitimes.com/news/a20250617PD208/sony-cis-sensor-automotive.html
Jun 18, 06:42Nvidia、H20輸出禁止後に中国市場向けの性能抑制型AIチップを新たに発表へNvidia to unveil new China-bound downgraded AI chips after H20 export banhttps://www.digitimes.com/news/a20250617PD215/nvidia-chips-ban-ceo-jensen-huang.html
Jun 18, 06:42台湾の受託工場、IC設計の方向転換に伴い8インチウエハー生産を縮小Taiwan foundries wind down 8-inch output as IC designers pivothttps://www.digitimes.com/news/a20250617PD232/ic-design-capacity-ic-12-inch-8-inch-wafer.html
wccftech
2025-06-19Intel、内蔵GPUで高精細な映像と高速パフォーマンスを実現する方法を解説 ― Arc B580でパストレーシング向けにレイ再構築風デノイザーをデモIntel Talks How It Is Enabling High-Fidelity Visuals & Faster Performance on Built-in GPUs, Demos Ray Reconstruction-Like Denoiser For Path Tracing On Arc B580https://wccftech.com/intel-enabling-high-fidelity-visuals-faster-performance-on-built-in-gpus-demos-ray-reconstruction-path-tracing-arc-b580/
2025-06-19AmazonのCEOアンディ・ジャシー氏、AIが企業の人員削減を促進すると発言 ― 1,000以上のツール使用と技術への注力、2022年以降27,000人の解雇に続きさらなるリストラが見込まれるAmazon CEO Andy Jassy Says AI Will Reduce Corporate Headcount, With Over 1,000 Tools In Use And A Growing Focus On The Technology; More Layoffs Expected After 27,000 Cuts Since 2022https://wccftech.com/amazon-ceo-andy-jassy-says-ai-will-reduce-corporate-headcount-with-over-1000-tools-in-use-and-a-growing-focus-on-the-technology-more-layoffs-expected-after-27000-cuts-since-2022/
2025-06-19Gearboxによれば、『Borderlands 4』は『Borderlands 3』以上の進化作となるBorderlands 4 Is a Bigger Evolution Than Borderlands 3, Says Gearboxhttps://wccftech.com/borderlands-4-is-a-bigger-evolution-than-borderlands-3-says-gearbox/
2025-06-19AOC、最大300Hzのリフレッシュレートを誇る新型QHDモニターを追加し、ラインアップを拡充AOC Expands Its QHD Monitors Lineup By Introducing New Displays With Up To 300Hz Refresh Ratehttps://wccftech.com/aoc-launches-q25g4sr-q27g4zr-q27g42ze/
2025-06-19韓国の報道によると、Samsungは9月29日に「Project Moohan」XRヘッドセットを発表し、10月13日の発売ではAndroid XR、Snapdragon XR2+、Gemini AIを搭載する予定Korean Report Confirms Samsung To Unveil “Project Moohan” XR Headset On September 29, With October 13 Release Featuring Android XR, Snapdragon XR2+, And Gemini AIhttps://wccftech.com/korean-report-confirms-samsung-to-unveil-project-moohan-xr-headset-on-september-29-with-october-13-release-featuring-android-xr-snapdragon-xr2-and-gemini-ai/
2025-06-19SpaceXのStarship Flight 10、FAAからの新たな助言により6月29日の打上げの可能性が示唆されるSpaceX Starship Flight 10 Could Fly On June 29th Shows Fresh FAA Advisory!https://wccftech.com/spacex-starship-flight-10-could-fly-on-june-29th-shows-fresh-faa-advisory/
2025-06-19Sam Altman氏、GPT-5が「今夏」登場すると発表 ― OpenAIがPalantirを凌駕し、Microsoftに対し領土意識を強める中でSam Altman Says GPT-5 Coming “This Summer,” As OpenAI Starts Eating Palantir’s Lunch And Grows Increasingly Territorial With Microsofthttps://wccftech.com/sam-altman-says-gpt-5-coming-this-summer-as-openai-starts-eating-palantirs-lunch-and-grows-increasingly-territorial-with-microsoft/
2025-06-19Snapdragon 8s Gen 4がスマホ向けに採用されるとの具体的情報はなく、よりスマートな性能、洗練されたデザイン、そしてブランド史上最も野心的なビジョンを掲げたバランスの取れたフラッグシップが期待されるNothing Confirms Snapdragon 8s Gen 4 For Phone (3), Promising A Balanced Flagship With Smarter Performance, Refined Design, And The Brand’s Most Ambitious Vision To Datehttps://wccftech.com/nothing-confirms-snapdragon-8s-gen-4-for-phone-3-promising-a-balanced-flagship-with-smarter-performance-refined-design-and-the-brands-most-ambitious-vision-to-date/
2025-06-19Beat Saber、PlayStation版のサポート終了 ― 新コンテンツは提供されず、2026年にはマルチプレイヤーも終了Beat Saber Ends Support For PlayStation Versions, No New Content Coming, Multiplayer Shutting Down In 2026https://wccftech.com/beat-saber-ends-support-for-playstation-versions-no-new-content-coming-multiplayer-shutting-down/
2025-06-19Skateが2025年夏にアーリーアクセス開始、主要なプレイテストアップデートは7月2日に実施予定Skate Launches Into Early Access In Summer 2025, Major Playtest Update Coming July 2https://wccftech.com/skate-launches-into-early-access-in-summer-2025-major-playtest-update-coming-july-2/
2025-06-19『Final Fantasy Tactics: The Ivalice Chronicles』のシナリオスクリプトは、オリジナル版より大幅にボリュームアップしていると監督が確認Final Fantasy Tactics: The Ivalice Chronicles Scenario Script Is Significantly Bigger Than the Original, Director Confirmshttps://wccftech.com/final-fantasy-tactics-the-ivalice-chronicles-scenario-script-is-significantly-bigger-than-the-original-director-confirms/
2025-06-19『DOOM: The Dark Ages』のパストレーシングPCパフォーマンス解析 ― NVIDIA DLSS 4で強化されたPTにより、デーモン撃破がこれまで以上の迫力にDOOM: The Dark Ages Path Tracing PC Performance Analysis: Slaying Demons Never Looked Better Thanks To PT, Boosted By NVIDIA DLSS 4https://wccftech.com/doom-the-dark-ages-path-tracing-pc-performance-slaying-demons-never-looked-better-nvidia-dlss-4/
2025-06-18次作『God of War』プロジェクト、内部で2026年延期が示唆される ― 噂Next God of War Project Has Been Delayed Internally to 2026 – Rumorhttps://wccftech.com/next-god-of-war-delayed-2026/
2025-06-18Donkey Kong Bananza Directで、ポーリーンがゲーム全体でDKの仲間を務めることが明らかに ― 新たなゲームプレイ詳細も公開Donkey Kong Bananza Direct Reveals Pauline Is DK’s Companion Throughout The Game, New Gameplay Detailshttps://wccftech.com/donkey-kong-bananza-direct-pauline-gameplay-details/
2025-06-18Digimon Story: Time StrangerをSGF 2025でハンズオン体験 ― 感想レポートDigimon Story: Time Stranger Hands-On SGF 2025 Impressionshttps://wccftech.com/digimon-story-time-stranger-hands-on-sgf-2025-impressions/
2025-06-18Apple、デジタルストレージの違法な独占で再び集団訴訟に直面 ― iCloud料金の過剰請求を強いるとして、新たな主張が追加され再提起Apple Again Faces A Class Action Lawsuit Of Illegally Monopolizing Digital Storage, Forcing Users To Overpay For iCloud; Consumers Revived The Dismissed Case After Adding New Allegationshttps://wccftech.com/dismissed-icloud-class-action-lawsuit-revived-by-consumers-against-apple/
2025-06-18Amazon、カスタムAIチップの高いコストパフォーマンスでNVIDIAの最新ブラックウェルAI GPUに挑戦Amazon Aims To Undercut NVIDIA’s Latest Blackwell AI GPUs Through Custom AI Chip’s Superior Cost Performancehttps://wccftech.com/amazon-aims-to-undercut-nvidias-latest-blackwell-ai-gpus-through-superior-cost-performance/
2025-06-18Techland、シリーズ初作『Dying Light: The Beast』から3〜4年周期への変更を検討Techland Wants to Switch to a 3-4 Year Cycle Starting with Dying Light: The Beasthttps://wccftech.com/techland-wants-to-switch-to-a-3-4-year-cycle-starting-with-dying-light-the-beast/
2025-06-181.4百万ドル相当のNintendo Switch 2本体が、GameStopへ向かう途中で盗難に遭った$1.4 Million Worth Of Nintendo Switch 2 Consoles Were Stolen On Their Way To GameStophttps://wccftech.com/1-4-million-worth-of-nintendo-switch-2-consoles-were-stolen-on-their-way-to-gamestop/
2025-06-18Nintendo Switch 2はNVIDIA DLSSを広く採用しているが、PC版との画像特性の違いにより判別が難しい可能性もあるNintendo Switch 2 Makes Widespread Use of NVIDIA DLSS, But May Be Difficult To Spot Due to Differences With Image Characteristics on PChttps://wccftech.com/nintendo-switch-2-widespread-nvidia-dlss/
2025-06-18『Stellar Blade』のNintendo Switch 2向け移植は開発中ではないが、スタジオは内部で様々な選択肢を検討中Stellar Blade Nintendo Switch 2 Port Is Not in Development, but the Studio Is Evaluating Various Options Internallyhttps://wccftech.com/stellar-blade-switch-2/
2025-06-18MSIのQD-OLEDモニター、3800時間の厳しいバーンインテストに耐える ― OLEDケアと長期保証のおかげで影響は最小限にMSI QD-OLED Monitor Put To Rigorous Burn-In Test For 3800 Hours; Minimal Effects Thanks To OLED Care & Long-Lasting Warrantyhttps://wccftech.com/msi-qd-oled-monitor-put-to-rigorous-burn-in-test-for-3800-hours/
2025-06-18TSMCのファウンドリ市場シェア、2026年には75%に達すると予測 ― 2nmウエハの価格が従来よりわずかに低くなるとの報告もTSMC’s Foundry Market Share Estimated To Reach 75 Percent In 2026, With A Report Claiming That 2nm Wafer Prices Will Be Slightly Lower Than Previous Figurehttps://wccftech.com/tsmc-foundry-share-estimated-to-reach-75-percent-in-2026-claims-report/
2025-06-18AMDのFSR 4がRadeon RX 7000『RDNA 3』GPUに搭載 ― ネイティブ4Kより画質・FPS向上も、FSR 3.1には劣る可能性もAMD FSR 4 Enabled On Radeon RX 7000 “RDNA 3” GPUs, Higher Image Quality, Higher FPS Than Native 4K But Lower Versus FSR 3.1https://wccftech.com/amd-fsr-4-enabled-radeon-rx-7000-rdna-3-gpus-higher-image-quality-at-the-cost-of-lower-fps/
2025-06-18『Grand Theft Auto V Enhanced Edition』の新パッチで、レイトレーシングの新設定が2種類追加Grand Theft Auto V Enhanced Edition New Patch Introduces Two New Ray Tracing Settingshttps://wccftech.com/grand-theft-auto-v-enhanced-edition-patch-new-ray-tracing-settings/
2025-06-18DFC Intelligenceによると、Switch 2の2025年販売台数予測が1500万台から1600万台に引き上げられたSwitch 2 2025 Sales Forecast Bumped from 15 to 16 Million Units by DFC Intelligencehttps://wccftech.com/switch-2-2025-sales-forecast-bumped-from-15-to-16-million-units-by-dfc-intelligence/
2025-06-18ASUS、新型ROG Swift OLED PG32UCDMRを発表 ― 最新のDisplayPort 2.1a UHBR20を搭載した32インチ4K@240HzゲーミングモニターASUS Releases ROG Swift OLED PG32UCDMR, A 32-Inch 4K@240Hz Gaming Monitor With The Latest DisplayPort 2.1a UHBR20https://wccftech.com/asus-releases-rog-swift-oled-pg32ucdmr/
2025-06-18AMD、Ryzen Threadripper 9000の性能を公開 ― Intel Xeonと比べ2倍以上、前世代比で26%高速、96コアの「Zen 5」を搭載AMD Unveils Ryzen Threadripper 9000 CPU Performance: Over 2x Faster Vs Intel Xeon, 26% Faster Vs Last-Gen, 96 “Zen 5” Coreshttps://wccftech.com/amd-ryzen-threadripper-9000-cpu-performance-2x-faster-vs-intel-xeon-26-faster-vs-last-gen/
2025-06-18Sonyが、Warner Bros. Discoveryのストリーミングおよびスタジオ部門の買収を検討中との噂Sony Rumored to Be Considering Warner Bros. Discovery Streaming and Studios Acquisitionhttps://wccftech.com/sony-rumored-to-be-considering-warner-bros-discovery-streaming-and-studios-acquisition/
2025-06-18OpenAIのCEOサム・アルトマン氏、Metaが1億ドルのサインボーナスで人材スカウトを試みたと主張 ― 「我々の最高の人材は誰も引き抜かれていない」と語るOpenAI CEO Sam Altman Claims That Meta Tried To Poach Talent With $100 Million Signing Bonuses, But The Chief Executive Says That ‘None Of Our Best People’ Have Taken The Offerhttps://wccftech.com/openai-ceo-sam-altman-says-meta-poached-employees-with-100-million-signing-bonuses/
2025-06-18Intelの18Aプロセスノードは、Intel 3と比べISO時25%高い周波数、同条件下で36%低消費電力、さらに30%以上の密度を実現Intel 18A Process Node Offers 25% Higher Frequency At ISO & 36% Lower Power At Same Frequency Versus Intel 3, Over 30% Densityhttps://wccftech.com/intel-18a-process-node-25-percent-higher-frequency-36-percent-lower-power-vs-intel-3/
2025-06-18AppleはF1映画制作に特別モジュールを採用 ― iPhoneカメラセンサーとAシリーズSoCが撮影の全工程を担い、ProResロスレス形式で記録Apple Used A Special Module For Its F1 Film, Featuring An iPhone Camera Sensor And An A-Series SoC To Perform All The Heavy Lifting, While Recording In The ProRes Lossless Formathttps://wccftech.com/apple-used-custom-module-to-record-f1-movie-featuring-iphone-camera-sensor-and-a-series-chip/
2025-06-18NVIDIA、中国向け輸出準拠モデルとしてGeForce RTX 5090 DDを準備 ― ブラックウェルGB202-240 GPU搭載と伝えられるNVIDIA Preps GeForce RTX 5090 DD For China As Export-Compliant Model, Reportedly Features Blackwell GB202-240 GPUhttps://wccftech.com/nvidia-geforce-rtx-5090-dd-china-export-compliant-blackwell-gb202-240-gpu/
2025-06-18今後のiPhoneは、移動中の車の窓越しや低照度環境でも瞬時に完璧な撮影を可能にするため、デュアルオートフォーカスセンサーを搭載する可能性があるFuture iPhones Could Use Dual Autofocus Sensors To Instantly Capture Perfect Shots, Even Through The Glass Of A Moving Car Or In Challenging Low-Light Conditionshttps://wccftech.com/future-iphone-with-dual-autofocus/
2025-06-18WB Games、ハリー・ポッター、ゲーム・オブ・スローンズ、モータルコンバット、DCユニバースの4大フランチャイズに注力するため部門再編を実施WB Games Has Restructured Into Divisions Focused On Its Four Major Franchises: Harry Potter, Game of Thrones, Mortal Kombat, And The DC Universehttps://wccftech.com/wb-games-has-restructured-into-divisions-focused-franchises-harry-potter-game-of-thrones-mortal-kombat-and-the-dc-universe/
日経 Tech Foresight
2025-06-19東北大など、次世代半導体SnSの単層薄膜 光電融合向けhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC134120T10C25A6000000
2025-06-19「5Gのラズパイ」狙う、台湾メタノイア コスト8割減https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC1806J0Y5A610C2000000
2025-06-19PLP業界地図、変化の兆し 日本勢は装置や素材で存在感https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC1804S0Y5A610C2000000
2025-06-18京大など、磁気で光電流増幅する効果実証 太陽電池にhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC123ZH0S5A610C2000000
2025-06-18チップレットで再脚光 後工程、ウエハーからパネルへhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC1708Z0X10C25A6000000
マイナビニュース テックプラス
2025-06-19Taiwan Semiconductorが名古屋に事務所を7月に開設、日本の自動車市場に注力https://news.mynavi.jp/techplus/article/20250619-3357361/
2025-06-18CEA-LetiとSoitec、FD-SOIを活用したICのサイバーセキュリティ強化で協力https://news.mynavi.jp/techplus/article/20250618-3357429/
2025-06-18AMATとCEA-Letiがフランスの共同研究施設を拡張、特殊用途向け半導体の研究開発を強化https://news.mynavi.jp/techplus/article/20250618-3357406/
2025-06-18富士通、日本の次世代フラッグシップスパコン「富岳NEXT」の基本設計を受注https://news.mynavi.jp/techplus/article/20250618-3357392/
2025-06-18Intel、7月中にもグローバルで中間管理層を中心に2割の従業員を解雇か? 海外メディア報道https://news.mynavi.jp/techplus/article/20250618-3357039/
2025-06-182025年第1四半期のファブレス売上高ランキングトップ10社、TrendForce調べhttps://news.mynavi.jp/techplus/article/20250618-3356917/
TrendForce
2025-06-18【インサイツ】メモリスポット価格更新:SK hynix と Micron がフェーズアウトを背景にDDR4最終買いを推進し、Q3価格を押し上げる[Insights] Memory Spot Price Update: SK hynix, Micron Push DDR4 Last Buys as Phase-Out Boosts Q3 Priceshttps://www.trendforce.com/news/2025/06/18/insights-memory-spot-price-update-sk-hynix-micron-push-ddr4-last-time-buys-as-phase-out-boosts-q3-prices/
2025-06-18中国の輸出規制後、アンチモン価格が報道によれば4倍に急騰し、電池メーカーが大打撃を受けるBattery Makers Hit Hard as Antimony Prices Reportedly Quadruple Following China Export Crackdownhttps://www.trendforce.com/news/2025/06/18/news-battery-makers-hit-hard-as-antimony-prices-reportedly-quadruple-following-china-export-crackdown/
2025-06-182027年までにASICブームか? CSPがカスタムチップでNVIDIAを抜く狙い — 主要な動向とパートナーASIC Boom by 2027? CSPs Aim to Leapfrog NVIDIA with Custom Chips — Key Moves & Partnershttps://www.trendforce.com/news/2025/06/18/news-asic-boom-by-2027-csps-aim-to-leapfrog-nvidia-with-custom-chips-key-developments-partners/
2025-06-18FOPLP熱戦勃発:ASEとPowertechが事業拡大、TSMCは2026年向けCoPoSパイロットラインの準備を進めるとの報道FOPLP Heats Up: ASE, Powertech Expand; TSMC Reportedly Preps 2026 CoPoS Pilot Linehttps://www.trendforce.com/news/2025/06/18/news-foplp-heats-up-ase-powertech-expand-tsmc-reportedly-preps-2026-copos-pilot-line/
2025-06-18台湾のDRAMサプライヤーNanya Tech、在庫逼迫を背景にDDR4スポット価格の提示を一時停止中との報道Taiwan’s DRAM Supplier Nanya Tech Reportedly Pauses DDR4 Spot Price Quotations Amid Tight Inventoryhttps://www.trendforce.com/news/2025/06/18/news-taiwans-dram-supplier-nanya-tech-reportedly-pauses-ddr4-spot-price-quotations-amid-tight-inventory/
Semiconductor Digest
4 hours ago人間とコンピュータ向けのより良い画像Better Images for Humans and Computershttps://www.semiconductor-digest.com/better-images-for-humans-and-computers/
4 hours agoノルディック・セミコンダクターがNeuton.AIを買収Nordic Semiconductor Acquires Neuton.AIhttps://www.semiconductor-digest.com/nordic-semiconductor-acquires-neuton-ai/
4 hours agoテキサス・インスツルメンツがアメリカ国内で数十億個の半導体を製造するために600億ドル以上の投資を計画Texas Instruments Plans to Invest More Than $60B to Manufacture Billions of Semiconductors in the U.S.https://www.semiconductor-digest.com/texas-instruments-plans-to-invest-more-than-60b-to-manufacture-billions-of-semiconductors-in-the-u-s/
4 hours agoエンパワーとマーベルが、AIおよびクラウドプラットフォーム向けの次世代統合型電源供給ソリューションに関する協業を発表Empower and Marvell Announce Collaboration on Next-Generation Integrated Power Delivery Solution for AI and Cloud Platformshttps://www.semiconductor-digest.com/empower-and-marvell-announce-collaboration-on-next-generation-integrated-power-delivery-solution-for-ai-and-cloud-platforms/
4 hours agoSEMI FlexTechが、フレキシブルハイブリッドエレクトロニクスの未来を切り拓く提案を募集SEMI FlexTech Solicits Proposals for Advancing the Future of Flexible Hybrid Electronicshttps://www.semiconductor-digest.com/semi-flextech-solicits-proposals-for-advancing-the-future-of-flexible-hybrid-electronics/
4 hours agoCEA-LetiとSoitecが、集積回路のセキュリティ強化のためにFD-SOIを活用する戦略的提携を発表CEA-Leti and Soitec Announce Strategic Partnership to Leverage FD-SOI for Enhanced Security of Integrated Circuitshttps://www.semiconductor-digest.com/cea-leti-and-soitec-announce-strategic-partnership-to-leverage-fd-soi-for-enhanced-security-of-integrated-circuits/
日本経済新聞
2025-06-19マクニカの原社長「中国製半導体の取引増やす、米中対立に備え」https://www.nikkei.com/article/DGXZQOUC27CAH0X20C25A5000000/
2025-06-19トヨタ、新型RAV4でPHVエンジン刷新 EV航続距離も1.5倍150kmにhttps://www.nikkei.com/article/DGXZQOFD29C9Q0Z20C25A5000000/
2025-06-19AIの電力爆食防げ、光信号で計算する新型素子 米MIT発新興などhttps://www.nikkei.com/article/DGXZQOSG22A8F0S5A520C2000000/
2025-06-19ドイツ株18日 続落、自動車関連に売り 仏株も下落https://www.nikkei.com/article/DGXZQOFL18DNU0Y5A610C2000000/
2025-06-19データセンター向けが「勝ち」 素材、25年も特需継続https://www.nikkei.com/article/DGXZQOUC06A2A0W5A600C2000000/
2025-06-19GSIクレオス、2028年3月期に政策保有株10%以下に縮減https://www.nikkei.com/article/DGXZQOUC187YP0Y5A610C2000000/
2025-06-19米制裁かわす中華AI ファーウェイやZTEが「一帯一路」で攻勢https://www.nikkei.com/article/DGXZQOGM163U00W5A610C2000000/
2025-06-19中国地方の米国輸出、5月は4割減 日本酒や化粧筆にも影響https://www.nikkei.com/article/DGXZQOCC0924L0Z00C25A6000000/
2025-06-19アリゾナTSMCの引力  米国はAI時代も先頭を走るhttps://www.nikkei.com/article/DGXZQOCD1000D0Q5A610C2000000/
2025-06-19中部経済連合会、半導体振興へ9大学と新組織 人材育成や海外連携https://www.nikkei.com/article/DGXZQOFD16AIL0W5A610C2000000/
ダイヤモンドオンライン
Jun 18 20:40米国株への楽観度、支持政党別の差最大にhttps://diamond.jp/articles/-/366954
Jun 18 20:15“物言う株主”オアシス、太陽HDの「深刻なガバナンス危機」を痛烈批判!豊田自動織機のTOBには反対へhttps://diamond.jp/articles/-/366924
Jun 18 12:00ロボタクシーや労働ヒト型ロボが年内実現へ!リアル社会まで激変させるAI株3社を買え!https://diamond.jp/articles/-/366795
Tom’s Hardware
2025-06-18 22:03専門家、マリオカートワールドは『偽HDR』のNintendo Switch 2タイトルだと主張Expert asserts Mario Kart World is a ‘fake HDR’ Nintendo Switch 2 titlehttps://www.tomshardware.com/video-games/nintendo/expert-asserts-mario-kart-world-is-a-fake-hdr-nintendo-switch-2-title-mario-kart-world-reveals-that-even-the-highest-caliber-of-developers-arent-taking-hdr-seriously
2025-06-18 21:35セミトラックから1.4ミリオンドル相当のSwitch 2コンソールが盗まれる$1.4 million worth of Switch 2 consoles stolen from semi-truckhttps://www.tomshardware.com/video-games/nintendo/usd1-4-million-worth-of-switch-2-consoles-stolen-from-semi-truck-2-800-consoles-were-en-route-from-nintendo-of-america-hq-to-a-gamestop-store-in-texas
2025-06-18 21:13VRAMに優しいニューラルテクスチャ圧縮が現実に一歩近づくVRAM-friendly neural texture compression inches closer to realityhttps://www.tomshardware.com/pc-components/gpus/vram-friendly-neural-texture-compression-inches-closer-to-reality-enthusiast-shows-massive-compression-benefits-with-nvidia-and-intel-demos
2025-06-18 20:40Nvidia、中国向け新RTX 5090「DD」モデルを計画中と報じられるNvidia reportedly plans new RTX 5090 ‘DD’ variant for Chinahttps://www.tomshardware.com/pc-components/gpus/nvidia-reportedly-plans-new-rtx-5090-dd-variant-for-china-24gb-card-with-25-percent-lower-bandwidth-latest-attempt-to-dodge-export-restrictions
TechPowerup
2025-06-18T20:35:51+00:00NZXT Lift Elite WirelessのレビューNZXT Lift Elite Wireless Reviewhttps://www.techpowerup.com/review/nzxt-lift-elite-wireless/
2025-06-18T19:52:12+00:00RazerがHammerhead V3有線イヤホンを発表Razer Announces the Hammerhead V3 Wired Earbudshttps://www.techpowerup.com/338132/razer-announces-the-hammerhead-v3-wired-earbuds
2025-06-18T19:20:33+00:00Transcendが電源喪失保護機能付き8TB産業用SSDを発表Transcend Introduces 8 TB Industrial SSD with Power Loss Protectionhttps://www.techpowerup.com/338131/transcend-introduces-8-tb-industrial-ssd-with-power-loss-protection
2025-06-18T17:00:29+00:00Steam、拡張メトリクス対応のゲーム内パフォーマンスモニターオーバーレイを追加Steam Adds In‑Game Performance Monitor Overlay with Expanded Metricshttps://www.techpowerup.com/338129/steam-adds-in-game-performance-monitor-overlay-with-expanded-metrics
2025-06-18T16:24:48+00:00KeysightがAMDに最大64 GT/sの電気的PCI Express準拠性を実証する機会を提供Keysight Enables AMD to Showcase Electrical PCI Express Compliance up to 64 GT/shttps://www.techpowerup.com/338125/keysight-enables-amd-to-showcase-electrical-pci-express-compliance-up-to-64-gt-s
2025-06-18T15:20:00+00:00Texas Instrumentsが米国の7つの半導体ファブに600億ドル以上を投資Texas Instruments to Invest More Than $60 Billion Across Seven U.S. Semiconductor Fabshttps://www.techpowerup.com/338124/texas-instruments-to-invest-more-than-usd-60-billion-across-seven-u-s-semiconductor-fabs
2025-06-18T15:00:38+00:00ASUSがNVIDIA GeForce RTX 50シリーズ搭載の新型ProArt P16を発表ASUS Announces the New ProArt P16 With NVIDIA GeForce RTX 50 Series Laptop GPUshttps://www.techpowerup.com/338123/asus-announces-the-new-proart-p16-with-nvidia-geforce-rtx-50-series-laptop-gpus
2025-06-18T14:48:46+00:00Intel、営業およびエンジニアリングのリーダーを任命Intel Appoints Sales and Engineering Leadershttps://www.techpowerup.com/338122/intel-appoints-sales-and-engineering-leaders
2025-06-18T14:40:16+00:00FSR 4、RDNA 3 Radeon RX 7000 GPUで動作―画質は向上も性能は向上せずFSR 4 Made to Run on RDNA 3 Radeon RX 7000 GPU, Image Quality Gained but Not Performancehttps://www.techpowerup.com/338121/fsr-4-made-to-run-on-rdna-3-radeon-rx-7000-gpu-image-quality-gained-but-not-performance
2025-06-18T14:37:28+00:00Voicemod、ヨーロッパでVoicemod Keyハードウェアデバイスを発売Voicemod Launches Its Voicemod Key Hardware Device in Europehttps://www.techpowerup.com/338120/voicemod-launches-its-voicemod-key-hardware-device-in-europe
2025-06-18T12:56:10+00:00Fractal Scapeゲーミングヘッドセットが発売開始Fractal Scape Gaming Headset Now Availablehttps://www.techpowerup.com/338118/fractal-scape-gaming-headset-now-available
2025-06-18T12:14:24+00:00LG Display、OLED技術の差別化に9億ドル以上投資LG Display to Invest Over US$900M Into OLED Technology Differentationhttps://www.techpowerup.com/338117/lg-display-to-invest-over-ususd-900m-into-oled-technology-differentation
2025-06-18T11:16:28+00:00GEEKOM、Intel搭載ミニPC「IT15」を発表GEEKOM Unveils IT15 Intel-Based Mini PChttps://www.techpowerup.com/338116/geekom-unveils-it15-intel-based-mini-pc
2025-06-18T09:56:54+00:00AOC、手頃なG4/G42モニターシリーズに新たな高リフレッシュレートモデルを追加AOC Expands Affordable G4/G42 Monitor Series With New High Refresh Rate Modelshttps://www.techpowerup.com/338114/aoc-expands-affordable-g4-g42-monitor-series-with-new-high-refresh-rate-models
2025-06-18T08:24:59+00:00NVIDIA、中国向けに機能削減型GeForce RTX “5090DD”を準備NVIDIA Prepares Cut-Down GeForce RTX “5090DD” for Chinahttps://www.techpowerup.com/338112/nvidia-prepares-cut-down-geforce-rtx-5090dd-for-china
2025-06-18T08:19:12+00:00AMD Spartan UltraScale+ FPGA、量産出荷を開始AMD Spartan UltraScale+ FPGAs Begin Production Shipmentshttps://www.techpowerup.com/338111/amd-spartan-ultrascale-fpgas-begin-production-shipments
2025-06-18T08:14:27+00:00ASUS RTX 5090 Dhahab Edition、チャリティオークションで24,200ドルを調達ASUS RTX 5090 Dhahab Edition Raises $24,200 in Charity Auctionhttps://www.techpowerup.com/338110/asus-rtx-5090-dhahab-edition-raises-usd-24-200-in-charity-auction
2025-06-18T07:27:13+00:00Microsoft、Windows Helloの暗闇に対する脆弱性を暴露Microsoft Breaks Windows Hello: Darkness Is Now Its Enemyhttps://www.techpowerup.com/338108/microsoft-breaks-windows-hello-darkness-is-now-its-enemy
2025-06-18T07:02:41+00:00QNAP、8ポートフル10GbEライトマネージドスイッチ「QSW 3000シリーズ」を発表QNAP Unveils QSW 3000 Series 8-port Full 10GbE Lite-Managed Switchhttps://www.techpowerup.com/338106/qnap-unveils-qsw-3000-series-8-port-full-10gbe-lite-managed-switch
2025-06-18T06:54:58+00:00ASUS Republic of Gamers、ROG Astral GeForce RTX 5080 Dhahab CORE OC Editionを発表ASUS Republic of Gamers Unveils ROG Astral GeForce RTX 5080 Dhahab CORE OC Editionhttps://www.techpowerup.com/338105/asus-republic-of-gamers-unveils-rog-astral-geforce-rtx-5080-dhahab-core-oc-edition
EETimes Taiwan
2025-06-18サプライチェーンにおけるAI戦略の欠如リスク供應鏈中缺乏AI策略的風險https://www.eettaiwan.com/20250618nt61-risks-of-lack-of-strategy-for-ai-in-supply-chains/
2025-06-18銅混合ボンディング技術の革新ブレイクスルー:3D ICと先進パッケージングの鍵となる技術銅混合鍵合技術的創新突破:3D IC與先進封裝的關鍵技術https://www.eettaiwan.com/20250618ta41-ma-tek/
2025-06-182025年第1四半期に、主要5 NANDフラッシュブランド企業の収益が20%以上減少前五大NAND Flash品牌廠2025年第一季營收季減逾20%https://www.eettaiwan.com/20250618nt21-2025-q1-revenue-of-the-top-five-nand-flash-brands/
2025-06-18盟佳科技2025セミナーが間もなく登場盟佳科技2025 Seminar即將登場https://www.eettaiwan.com/20250618nt41-grand-technology/
EETimes Asia
2025-06-18ST Automotive、ドライバーに追加安全ピンを装備ST Automotive Driver Features Extra Safety Pinshttps://www.eetasia.com/st-automotive-driver-features-extra-safety-pins/
2025-06-18KeysightとNIOが次世代スマートEVの先駆けとなるKeysight and NIO Pioneer Next-Gen Smart EVshttps://www.eetasia.com/keysight-and-nio-pioneer-next-gen-smart-evs/
2025-06-18Applied MaterialsとCEA-Letiが、特殊チップ分野のイノベーション推進のために共同ラボを拡大Applied Materials, CEA-Leti Expand Joint Lab to Drive Innovation in Specialty Chipshttps://www.eetasia.com/applied-materials-cea-leti-expand-joint-lab-to-drive-innovation-in-specialty-chips/
2025-06-18台湾の関税はチップイノベーションにどのような影響を及ぼしているのか?How Are Taiwan Tariffs Impacting Chip Innovation?https://www.eetasia.com/how-are-taiwan-tariffs-impacting-chip-innovation/
EETimes India
2025-06-18スマートで安全なウェアラブル薬物送達システムの設計Designing Smarter, Safer Wearable Drug Delivery Systemshttps://www.eetindia.co.in/designing-smarter-safer-wearable-drug-delivery-systems-2/
2025-06-18Nordson ElectronicsがPowertechのアンダーフィリングで99%以上の歩留まり達成を支援Nordson Electronics Helps Powertech Achieve Greater Than 99% Yields for Underfillinghttps://www.eetindia.co.in/nordson-electronics-helps-powertech-achieve-greater-than-99-yields-for-underfilling/
2025-06-18MIPSとCyient SemiconductorがカスタムASICおよびASSPの共同開発に協力MIPS and Cyient Semiconductor Collaborate to Develop Custom ASICs, ASSPshttps://www.eetindia.co.in/mips-and-cyient-semiconductor-collaborate-to-develop-custom-asics-assps/
ZDNET Korea
2025-06-19SKナムエックス、初のウェルネスロボット事前予約を延期SK 나무엑스, 첫 웰니스 로봇 사전예약 연기https://www.zdnet.co.kr/20250619003826%22%20title=%22
2025-06-19米連準、6月FOMCで金利据え置き…今年は2回の利下げを示唆美연준 6월 FOMC서 금리 동결…올해 두 차례 인하 시사https://www.zdnet.co.kr/20250619061714%22%20title=%22
2025-06-19政府、泰安火力発電所での死亡事故に関する協議体の編成・運営정부, 태안화력발전소 사망사고 관련 협의체 구성·운영https://www.zdnet.co.kr/20250619063337%22%20title=%22
2025-06-18パナソニック、ラムダッシュ電気シェーバー2種類を発売파나소닉, 람대쉬 전기면도기 2종 출시https://www.zdnet.co.kr/20250618235917%22%20title=%22
2025-06-18メイサ、ドローン・衛星映像サービスをリリース메이사, 드론·위성 영상 서비스 출시https://www.zdnet.co.kr/20250618235257%22%20title=%22
2025-06-18“外国人顧客の注目が『Kウェルネス』に広がる」…オリーブヤングの人気商品を見たところ“외국인 고객 관심 ‘K웰니스’로 확산”…올리브영 인기템 봤더니https://www.zdnet.co.kr/20250618225541%22%20title=%22
2025-06-18シェップラー、エヌビディアとの技術パートナーシップ締結셰플러, 엔비디아와 기술 파트너십https://www.zdnet.co.kr/20250618235000%22%20title=%22
2025-06-18KAI、米ロッキード・マーティンとの戦略的協力を拡大KAI, 美 록히드마틴과 전략적 협력 확대https://www.zdnet.co.kr/20250618234338%22%20title=%22
2025-06-18釣り船でも人気…ハウスクック製の浄水調理機を100台設置낚싯배서도 인기…하우스쿡 정수조리기 100척 설치https://www.zdnet.co.kr/20250618231721%22%20title=%22
2025-06-18中小企業庁、地域中小企業へのAI活用で競争力を強化중기부, 지역 중기에 AI 적용 경쟁력 강화https://www.zdnet.co.kr/20250618230725%22%20title=%22
2025-06-18RSオートメーション、K-ヒューマノイドロボット生態系の構築を本格化알에스오토메이션, K-휴머노이드 로봇 생태계 조성 본격화https://www.zdnet.co.kr/20250618230708%22%20title=%22
2025-06-18LIGネックス원、フランス参戦退役兵『セルジュ・アルシャン보』に感謝の訪問LIG넥스원, 프랑스 참전용사 ‘세르주 아르샹보’ 감사 방문https://www.zdnet.co.kr/20250618230214%22%20title=%22
2025-06-18コロセウム、270億ウォンのシリーズB投資を確保콜로세움, 270억원 시리즈B 투자 유치https://www.zdnet.co.kr/20250618225847%22%20title=%22
2025-06-18アイスクリームエデュ、仁川パラダイスシティに『スマート・エデュ・プレイゾーン』を開設아이스크림에듀, 인천 파라다이스시티에 ‘스마트 에듀 플레이존’ 열어https://www.zdnet.co.kr/20250618225435%22%20title=%22
2025-06-18マインドAI、‘EDGE 6기’の革新スタートアップと共にグローバルに飛躍마음AI, ‘EDGE 6기’ 혁신 스타트업과 글로벌 도약https://www.zdnet.co.kr/20250618225040%22%20title=%22
2025-06-18ティファール、ライトミックス ハッピアパウチエディションを発売테팔, 라이트믹스 해피어 파우치 에디션 출시https://www.zdnet.co.kr/20250618225003%22%20title=%22
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