TOC
Main News
- TSMC Rides AI Boom to Record Highs; Global Semiconductor Competitors Suffer TSMC rode AI demand to record earnings. This highlights the predicament of its global semiconductor competitors.
- Micron Ships HBM4 Samples to Customers, Predicts DD R4 Shortage After EOL Notification Micron has begun shipping next-generation memory HBM4 samples to customers and at the same time predicts a possible DDR4 shortage after DDR4 End of Life (EOL) notification.
- SK Hynix Expands DRAM Dominance with New Chip Packaging Plant in Korea SK Hynix plans to further expand its dominance in the DRAM market by building a new chip packaging plant in Korea. In particular, the plant is expected to strengthen the company’s supply capacity for High Bandwidth Memory (HBM).
- Advanced Semiconductor Process Production Capacity to Increase Approximately 69% by 2028 from 2024 on the Background of AI Demand, SEMI Forecasts According to SEMI forecasts, global advanced semiconductor process production capacity will increase approximately 69% between 2024 and 2028 on the back of surging AI demand.
- China Requests Rare-Earth Companies to Provide Technical Staff Data Against Backdrop of Delay in Lifting Export Restrictions The Chinese government is reportedly requesting rare-earth companies to provide technical staff data against the backdrop of delays in lifting export restrictions. This may be aimed at preventing information leaks and restricting overseas travel of experts.
- President Trump’s AI Chip Export Restrictions Result in China’s DeepSeek Forced to Abandon Release of Next-Generation “R2” AI Model The AI chip export restrictions introduced by the Trump administration have forced Chinese AI company DeepSeek to abandon plans to release its next-generation “R2” AI model The Trump administration’s restrictions on AI chip exports have forced Chinese AI company DeepSeek to abandon plans to release its next-generation R2 AI model.
- While Hardware Lags Behind, AI Compute Demand Ushers in a New Custom Silicon Era While increasing AI compute demand is ushering in a new custom silicon era, current general-purpose hardware is not keeping pace with that demand.
- NVIDIA’s 800V Concept for AI Data Centers Cue SiC and GaN NVIDIA is working on an 800V power supply concept for AI data centers, which will likely involve the use of next-generation power semiconductors, SiC (silicon carbide) and GaN (gallium nitride).
- NVIDIA and Foxconn in Talks to Introduce Humanoid Robots in Houston, Production Likely to Begin Next Year NVIDIA and Foxconn are in negotiations to introduce humanoid robots in Houston, with production likely to begin next year.
- DDR4 Module Prices Exceed DDR5 for the First Time An unusual situation has occurred in the memory market, where DDR4 module prices exceed DDR5 prices for the first time. This can be attributed to a specific change in the balance of supply and demand.
News List
投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
---|---|---|---|
DIGITIMES | |||
Jun 26, 09:25 | マイクロン、HBM4サンプルを顧客に出荷、EOL通知後のDDR4不足を予測 | Micron ships HBM4 samples to customers, anticipates DDR4 shortage after EOL notice | https://www.digitimes.com/news/a20250626VL202/micron-ddr4-hbm4-hbm-growth.html |
Jun 26, 11:28 | TSMCとASE、PLPで連携を強固にし、注目のフォーマットとして310×310mmが浮上 | TSMC, ASE close ranks on PLP, 310x310mm emerges as the format to watch | https://www.digitimes.com/news/a20250626PD222/ase-tsmc-packaging-chipmakers-panel.html |
Jun 26, 11:09 | TSMC、AIブームに乗って記録的な高値を達成、世界の半導体競合が苦境に | TSMC rides AI wave to record highs as global chip rivals feel the squeeze | https://www.digitimes.com/news/a20250626PD212/tsmc-demand-revenue-taiwan-outlook.html |
Jun 26, 07:37 | SKハイニックス、韓国の新しいチップパッケージング工場でDRAM支配を拡大 | SK Hynix expands DRAM dominance with new chip packaging plant in South Korea | https://www.digitimes.com/news/a20250625PD211/sk-hynix-plant-packaging-dram-hbm.html |
Jun 26, 07:30 | ASEのCOO、台湾のAI強みを評価し、TSMCの米国戦略を決定的と断言 | ASE’s COO bets on Taiwan’s AI strength, calls TSMC’s U.S. push decisive | https://www.digitimes.com/news/a20250625PD225/ase-tsmc-capex-taiwan-supply-chain.html |
Jun 26, 18:12 | 報道によれば、中国、輸出規制解除遅延を背景にレアアース企業に技術スタッフデータの提供を要求 | China reportedly demands rare earth firms hand over tech staff data amid delays in lifting export curbs | https://www.digitimes.com/news/a20250626VL208/china-rare-earth-materials-exports.html |
Jun 26, 15:59 | エイサーのスタン・シー氏、台湾のバーティカル・ディスインテグレーションが技術進化を牽引、Intelは変革を逃した | Acer’s Stan Shih says Taiwan’s vertical disintegration drove tech ascent; Intel missed shift | https://www.digitimes.com/news/a20250626PD230/acer-stan-shih-taiwan-vertical-integration-intel.html |
Jun 26, 15:16 | 日本のMETI、TSMCやRapidusなど対象に半導体メーカー向けサイバーセキュリティガイドラインを導入 | Japan’s METI to introduce cybersecurity guidelines for chipmakers, including TSMC and Rapidus | https://www.digitimes.com/news/a20250626PD226/japan-chipmakers-cybersecurity-rapidus-tsmc.html |
Jun 26, 15:08 | Morrison、アジアで8インチ光学コーティングの先駆者として新興株式市場に上場 | Morrison lists on emerging stock market as Asia’s pioneer in 8-inch optical coatings | https://www.digitimes.com/news/a20250626PD203/asia-stock-market-coating-technology-market.html |
Jun 26, 14:58 | AI計算需要が新たなカスタムシリコン時代を切り開く中、ハードウェアは立ち遅れる | Hardware falls behind as AI compute demand sparks new era for custom silicon | https://www.digitimes.com/news/a20250625PD236/silicon-hardware-design-performance-synopsys.html |
Jun 26, 14:49 | Taiflex、米国関税の不確実性による第一四半期出荷の増加と新素材分野の成長を期待 | Taiflex sees Q1 shipment boost from US tariff uncertainty, eyes new materials growth | https://www.digitimes.com/news/a20250624PD218/materials-laminate-copper-taiflex-growth.html |
Jun 26, 12:49 | Generalplus、MCUの自動車グレード認証を取得し、自動車電子市場に参入 | Generalplus achieves automotive-grade certification for MCU, enters automotive electronics market | https://www.digitimes.com/news/a20250626PD221/generalplus-mcu-automotive-electronics-certification.html |
Jun 26, 12:47 | ICディストリビューター、貿易の混乱を受け東南アジアに軸足をシフト | IC distributors pivot to Southeast Asia under trade turbulence | https://www.digitimes.com/news/a20250626PD224/ic-distributor-southeast-asia-demand-2025.html |
Jun 26, 12:05 | Bosch、Mindgroveと提携しスマート電子機器および産業向けSoCソリューションを共同開発 | Bosch partners with Mindgrove to co-develop SoC solutions for smart electronics and industrial applications | https://www.digitimes.com/news/a20250626VL203/bosch-mindgrove-soc-electronics-startup.html |
Jun 26, 11:59 | ジェンセン・ファン、米国での製造開始に伴い実体的AIに注目 | Jensen Huang eyes physical AI as US manufacturing begins | https://www.digitimes.com/news/a20250626VL206/nvidia-jensen-huang-ai-manufacturing-2025.html |
Jun 26, 10:52 | GB300の出荷増が輸出を押し上げ、2025年の民間投資は5.7兆台湾ドルに達する見込み | GB300 shipments boost exports; private investment in 2025 expected to reach NT$5.7 trillion | https://www.digitimes.com/news/a20250626PD206/taiwan-2025-national-development-council-chairman-investment.html |
wccftech | |||
2025-06-27 | iPhone 17 Air用スクリーンプロテクター、フロントカメラの位置が左側であることを示す;チップスターはフラッグシップの洗練デザインが内部コンポーネント再編を強いると主張 | iPhone 17 Air Screen Protector Shows The Front-Facing Camera’s Position Is To The Left Side; Tipster Claims That The Flagship’s Sleek Design Will Force An Internal Components Restructure | https://wccftech.com/iphone-17-air-front-facing-camera-position-is-to-the-left-tipster-explains-why/ |
2025-06-27 | Xiaomi、初の自社製Xring O1チップ搭載タブレット『Pad 7S Pro 12.5』を発表 ─ 120W充電、大容量バッテリー、フラッグシップ並みの効率とパフォーマンスを実現 | Xiaomi Unveils Pad 7S Pro 12.5, Its First Tablet With In-House Xring O1 Chip, 120W Charging, Bigger Battery, And Flagship-Level Efficiency And Performance | https://wccftech.com/xiaomi-unveils-pad-7s-pro-12-5-its-first-tablet-with-in-house-xring-o1-chip-120w-charging-bigger-battery-and-flagship-level-efficiency-and-performance/ |
2025-06-27 | Dell、Core Ultra 200H搭載の『Dell Premium』シリーズノートパソコンを発表 ─ GeForce RTX 50シリーズGPU装備 | Dell Launches Core Ultra 200H-Powered “Dell Premium” Series Laptops With GeForce RTX 50 Series GPUs | https://wccftech.com/dell-launches-16-premium-and-14-premium-laptops-with-core-ultra-200h/ |
2025-06-27 | Appleの折りたたみ式iPhone、デュアル48MPカメラ搭載も2000ドルの価格が『Pro』モデルとの比較で逆効果となり、支払内容に疑問を呼び起こす | Apple’s Foldable iPhone Will Feature Dual 48MP Cameras But Its $2,000 Price Could Backfire Compared To ‘Pro’ Models And Leave Fans Questioning What They’re Really Paying For | https://wccftech.com/apple-foldable-iphone-dual-cameras/ |
2025-06-27 | Steam Summer Sale 2025、公式に開催 ─ Indiana Jones、Monster Hunter Wilds、Oblivion Remastered他、お得なセールが満載 | The Steam Summer Sale 2025 Is Officially Here, With Deals On Indiana Jones, Monster Hunter Wilds, Oblivion Remastered, And More | https://wccftech.com/the-steam-summer-sale-2025-is-officially-here-with-deals-on-indiana-jones-monster-hunter-wilds-oblivion-remastered-and-more/ |
2025-06-27 | 報道によれば、マスクがテスラ北米責任者を納車不振を理由に解任 | Musk Fires Tesla’s North America Head After Disappointing Deliveries, Says Report | https://wccftech.com/musk-fires-teslas-north-america-head-after-disappointing-deliveries-says-report/ |
2025-06-27 | 約1年以内に、主要AIモデルが密かに我々に対して陰謀を企んでいるかどうかの検知能力を失う可能性 | In About A Year, We Might Lose The Ability To Detect If Some Of The Leading AI Models Are Secretly Scheming Against Us | https://wccftech.com/in-about-an-year-we-might-lose-the-ability-to-detect-if-some-of-the-leading-ai-models-are-secretly-scheming-against-us/ |
2025-06-27 | 報道によれば、MindsEyeは約25万人弱のプレイヤーに対し、6月の他大作タイトル(FBC: Firebreak、Dune: Awakening、Rematch)は全て100万人以上を記録 | MindsEye Reportedly Has Just Under 250K Players, While June’s Other Major Releases Like FBC: Firebreak, Dune: Awakening, And Rematch, All Exceed 1M | https://wccftech.com/mindseye-reportedly-has-just-under-250k-players-while-junes-other-major-releases-like-fbc-firebreak-dune-awakening-and-rematch-all-exceed-1m/ |
2025-06-27 | 先週の火球事故後、初の画像で明らかにされたSpaceXの爆発したStarshipロケット | SpaceX’s Exploded Starship Rocket Revealed In First Image After Last Week’s Fireball! | https://wccftech.com/spacexs-exploded-starship-rocket-revealed-in-first-image-after-last-weeks-fireball/ |
2025-06-27 | クリス・アヴェローネ、Republic Gamesに参加しダークファンタジーRPG開発に従事 | Chris Avellone Joins Republic Games to Work on Dark Fantasy RPG | https://wccftech.com/chris-avellone-joins-republic-games-to-work-on-dark-fantasy-rpg/ |
2025-06-27 | トランプ大統領のAIチップ輸出規制、結果として中国のDeepSeekは次世代『R2』AIモデルのリリースを断念せざるを得なくなる | President Trump’s AI Chip Export Controls Have Forced China’s DeepSeek to Derail the Release of Their Next Big “R2” AI Model | https://wccftech.com/president-trump-ai-chip-export-controls-have-forced-deepseek-to-derail-the-release-of-their-r2-ai-model/ |
2025-06-27 | Philips、手頃な価格の1440pゲーミングモニター『Evnia 27M2N3501PA』を発表 ─ 高速IPSパネルと最大260Hzのリフレッシュレートを実現 | Philips Launches Affordable 1440p Gaming Monitor: Meet The Evnia 27M2N3501PA, Boasting Fast IPS Panel And Up To 260Hz Refresh Rate | https://wccftech.com/philips-launches-evnia-27m2n3501pa/ |
2025-06-27 | AMD研究者、独自の『ワークグラフ』技術によりレンダリング木のGPU VRAM使用量を最大600,000倍削減に成功 | AMD Researchers Manage to Reduce GPU VRAM Utilization of Rendered Trees By Up To 600,000x Through a Unique “Work Graph” Technique | https://wccftech.com/amd-researchers-manage-to-reduce-gpu-vram-utilization-of-rendered-trees-by-up-to-600000x/ |
2025-06-27 | Dune: Awakeningアップデート1.1.0.0、深い砂漠エリアや乗り物変更、Sietch訪問制限撤廃などを追加 | Dune: Awakening Update 1.1.0.0 Adds Deep Desert And Vehicle Changes, Removes Sietch Visiting Restrictions, And More | https://wccftech.com/dune-awakening-update-1-1-0-0-adds-deep-desert-and-vehicle-changes-removes-sietch-visiting-restrictions-and-more/ |
2025-06-27 | BMO CapitalのAV専門家、TeslaはWaymoに「大きく遅れを取っている」と指摘 | BMO Capital’s AV Expert: Tesla Remains “Significantly Behind” Waymo | https://wccftech.com/bmo-capital-av-expert-tesla-remains-significantly-behind-waymo/ |
2025-06-26 | 開発者によると、Nintendo Switch 2はexFAT対応や厳格な認証プロセスなどのソフトウェア制約により足踏み状態にある可能性 | Nintendo Switch 2 May Be Held Back by Software Limitations Like exFAT Support and Strict Certification Process, Developer Says | https://wccftech.com/nintendo-switch-2-held-back-software-limitations-exfat/ |
2025-06-26 | TOPC、AMD Ryzen AI 7 PRO 360搭載初のミニPCを発表 ─ 価格は僅か362ドルから | TOPC Announces The First Mini PC Based On AMD Ryzen AI 7 PRO 360, Starting At Just $362 | https://wccftech.com/topc-announces-the-first-mini-pc-based-on-amd-ryzen-ai-7-pro-360-starting-at-just-362/ |
2025-06-26 | AppleのM5搭載OLEDディスプレイiPad Proがついに量産開始 ─ 大幅な性能向上と意外なデザイン変更で早期発売の可能性 | Apple’s M5 iPad Pro With OLED Displays Is Finally Entering Mass Production And Could Launch Sooner Than Expected With Big Performance Gains And A Surprising Design Twist | https://wccftech.com/apple-m5-ipad-pro-mas-production-and-design-change/ |
2025-06-26 | Warhammer 40K Space Marine 2新パッチ、シージモード、NVIDIA DLSS 4、レイトレーシング対応アンビエントオクルージョンを追加 | Warhammer 40K Space Marine 2 New Patch Adds Siege Mode, NVIDIA DLSS 4, and Ray Traced Ambient Occlusion | https://wccftech.com/warhammer-40k-space-marine-2-new-patch-adds-siege-mode-nvidia-dlss-4-and-ray-traced-ambient-occlusion/ |
2025-06-26 | System Shock 2: 25周年記念リマスターがGeForce Nowに登場 ─ 新たなElder Scrolls Online報酬、We Happy Few他がGFNに追加 | System Shock 2: 25th Anniversary Remaster Launches Onto GeForce Now, New Elder Scrolls Online Rewards, We Happy Few, And More Added To GFN | https://wccftech.com/system-shock-2-25th-anniversary-remaster-launches-onto-geforce-now-new-elder-scrolls-online-rewards-we-happy-few-and-more-added-to-gfn/ |
2025-06-26 | The First Berserker: Khazan新アップデート、PC版にAMD FSR 3および4サポート、バランス調整などを導入 | The First Berserker: Khazan New Update Introduces AMD FSR 3 and 4 Support on PC, Balance and System Changes and More | https://wccftech.com/the-first-berserker-khazan-update-amd-fsr-3-4-support/ |
2025-06-26 | インテル解任前CEOパット・ゲルシンガー、始めたことを完遂させる許可がなかったと語り、辞任は外部の力によるものと主張 | Intel’s Ousted CEO Pat Gelsinger Says He Wasn’t Allowed to Finish What He Started, Claims Decision to Step Down Was Forced by External Powers | https://wccftech.com/intel-ousted-ceo-pat-gelsinger-says-he-wasnt-allowed-to-finish-what-he-started/ |
2025-06-26 | ファイナルファンタジー創始者坂口博信の退社がスクウェアの『崩壊』を招いたとシリーズ作曲家が語る | Final Fantasy Creator Hironobu Sakaguchi’s Departure Led to Square’s “Collapse”, Series Composer Says | https://wccftech.com/final-fantasy-creator-hironobu-sakaguchis-departure-led-to-squares-collapse-series-composer-says/ |
2025-06-26 | チップスターが明かすApple折りたたみ式iPhoneプロトタイプ ─ ディスプレイサイズ、解像度の詳細や、ヒンジが『より耐久性のあるアモルファス金属ガラス複合材』で構成されるほかの情報も公開 | Apple’s Foldable iPhone Prototype’s Display Size And Resolution Details Revealed By Tipster, Claims The Hinge Is Made Up Of A ‘More Durable Amorphous Metal Glass Composite,’ Plus Other Details | https://wccftech.com/apple-foldable-iphone-prototype-design-display-and-resolutions-details-shared/ |
2025-06-26 | Xbox、最大2000人の従業員解雇やスタジオ閉鎖の可能性が噂される | Xbox Layoffs Rumored to Remove Up to 2K Employees, Studio Closures a Possibility | https://wccftech.com/xbox-layoffs-rumored-to-remove-up-to-2k-employees-studio-closures-a-possibility/ |
2025-06-26 | Trump MobileのT1フォン、ウェブサイト上の『Made In America』表記を全て削除し『Proudly American』に変更 | Trump Mobile’s T1 Phone Removes All Claims From Its Website That The Smartphone Is ‘Made In America’ And Is Now Replaced By The Terms ‘Proudly American’ | https://wccftech.com/trump-mobile-website-removes-made-in-america-claims-about-the-t1-phone/ |
2025-06-26 | 台湾がHuaweiとSMICをブラックリスト入りさせた決定に対し、中国が報復、台湾のトランプ政権への忠誠を示す動きとされる | China to Retaliate Against Taiwan’s Decision to Blacklist Huawei and SMIC, Claims the Move Shows Taiwan’s Loyalty to the Trump Administration | https://wccftech.com/china-to-retaliate-against-taiwan-decision-to-blacklist-huawei-and-smic/ |
2025-06-26 | TEAMGROUP、Nintendo Switch 2向けAPEX SD7.1 MicroSDエクスプレスカードを発売 | TEAMGROUP Launches APEX SD7.1 MicroSD Express Card for Nintendo Switch 2 | https://wccftech.com/teamgroup-launches-apex-sd7-1-microsd-express-card-for-nintendo-switch-2/ |
2025-06-26 | Loongson、中国の次世代64コアCPU『3C6000』を発表 ─ 16コアチップレット、最大4枚チップレット、300W TDPが特徴 | Loongson Unveils China’s Next-Gen 64-Core CPUs: 3C6000 With 16 Core Chiplets, Up To Quad-Chiplets, 300W TDP | https://wccftech.com/loongson-china-next-gen-64-core-cpus-3c6000-16-core-chiplets-quad-chiplets-300w-tdp/ |
2025-06-26 | Crosswindのアルファテスト、開始 ─ 現在アクセス申請が可能 | Crosswind Alpha Test Is Live Now, and You Can Request Access | https://wccftech.com/crosswind-alpha-test-is-live-now-and-you-can-request-access/ |
2025-06-26 | NVIDIA、GeForce RTX 5050ノートPCは高効率を狙いGDDR7採用 ─ デスクトップGPUにはGDDR6が最適と発表 | NVIDIA Says GeForce RTX 5050 Laptop Uses GDDR7 For Higher Efficiency While GDDR6 Is Best Choice For Desktop GPU | https://wccftech.com/nvidia-says-geforce-rtx-5050-laptop-gddr7-higher-efficiency-gddr6-best-choice-desktop/ |
2025-06-26 | 投資家の注目が希薄に ─ 多数の暗号SPACが競い合い、M-3 Brigade Acquisition V Corp.(MBAV)やColumbus Circle Capital I Corp.(CCCM)の株価が下落 | Investors Sour As Too Many Crypto SPACs Start Jostling For Attention: M-3 Brigade Acquisition V Corp. (MBAV) And Columbus Circle Capital I Corp. (CCCM) Tumble | https://wccftech.com/investors-sour-as-too-many-crypto-spacs-start-jostling-for-attention-m-3-brigade-acquisition-v-corp-mbav-and-columbus-circle-capital-i-corp-cccm-tumble/ |
2025-06-26 | Rob Yescombe、サービス終了したTequila Works VRゲーム『The Invisible Hours』の権利を取得 ─ リマスターおよび映像化を計画 | Rob Yescombe Acquires Rights To Now-Defunct Tequila Works VR Game The Invisible Hours, Wants To Develop A Remaster And Screen Adaptation | https://wccftech.com/rob-yescombe-acquires-rights-to-now-defunct-tequila-works-vr-game-the-invisible-hours-wants-to-develop-a-remaster-and-screen-adaptation/ |
2025-06-26 | NVIDIA CEO、株価が史上最高値を更新する中で8億ドル超の株式売却計画のタイミングは絶好と発表 | NVIDIA CEO’s Plan To Sell More Than $800 Million Of Stock Is Well Timed As Shares Cross All-Time High | https://wccftech.com/nvidia-ceos-plan-to-sell-more-than-800-million-of-stock-is-well-timed-as-shares-cross-all-time-high/ |
2025-06-26 | Dungeon Stalkers最終ベータテストがSteam上で現在稼働中 | Dungeon Stalkers Final Beta Test Is Live Now on Steam | https://wccftech.com/dungeon-stalkers-final-beta-test-is-live-now-on-steam/ |
日経 Tech Foresight | |||
2025-06-27 | NVIDIA、AIデータセンターで800V構想 SiCやGaNに出番 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC264IO0W5A620C2000000 | |
2025-06-27 | 広大、高輝度なSi量子ドットLED ペロブスカイト系並み | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC2303Y0T20C25A6000000 | |
2025-06-26 | 日清紡、新事業を生む研究組織を始動 「大失敗防ぐ」 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC2012Y0Q5A620C2000000 | |
2025-06-26 | 半導体受託製造GFとの合併、台湾UMCに利なし 理由3つ | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC250420V20C25A6000000 | |
2025-06-26 | 京大、超電導ダイオード効果の新原理 超省電力回路に | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC2303B0T20C25A6000000 | |
マイナビニュース テックプラス | |||
2025-06-27 | ITF World 2025 第3回 欧州が団結して2nm超の試作ラインを構築へ、imecが推進するNanoICプロジェクト | https://news.mynavi.jp/techplus/article/itfworld2025-3/ | |
2025-06-26 | 半導体の先端プロセス生産能力はAI需要を背景に2028年には2024年比約69%増に拡大、SEMI予測 | https://news.mynavi.jp/techplus/article/20250626-3364269/ | |
2025-06-26 | リガク、半導体プロセス・コントロール機器の生産能力を増強 | https://news.mynavi.jp/techplus/article/20250626-3364227/ | |
2025-06-26 | STマイクロ、dToFセンサでPCの電力効率やセキュリティを向上させるソリューションを発表 | https://news.mynavi.jp/techplus/article/20250626-3364206/ | |
2025-06-26 | ITF World 2025 第2回 Appleの開発担当者が語ったApple Siliconの歩み、独自設計による半導体の重要性 | https://news.mynavi.jp/techplus/article/itfworld2025-2/ | |
TrendForce | |||
2025-06-26 | 中国の新たなレアアース規制、専門家を標的にし海外渡航を制限して情報漏洩を防止すると報じられる | China’s New Rare Earth Rules Reportedly Target Experts, Curb Overseas Travel to Prevent Leaks | https://www.trendforce.com/news/2025/06/26/news-chinas-new-rare-earth-rules-reportedly-target-experts-curb-overseas-travel-to-prevent-leaks/ |
2025-06-26 | サムスン、ファウンドリー回復の勢いを背景にクアルコムとの2nm契約に近づく | Samsung Nears Qualcomm 2nm Deal as Foundry Recovery Gains Momentum | https://www.trendforce.com/news/2025/06/26/news-samsung-nears-qualcomm-2nm-deal-as-foundry-recovery-gains-momentum/ |
2025-06-26 | マイクロン、HBM生産を4大GPU/ASIC顧客向けに拡大し、年末までに市場シェア24%を目指す | Micron Scales Up HBM to Four Major GPU/ASIC Clients; Targets 24% Market Share by Year-End | https://www.trendforce.com/news/2025/06/26/news-micron-scales-up-hbm-to-four-major-gpuasic-clients-targets-24-market-share-by-year-end/ |
2025-06-26 | NVIDIAとフォックスコン、ヒューストンでのヒューマノイドロボット導入に向け交渉中、来年の生産開始が見込まれる | NVIDIA and Foxconn in Talks to Deploy Humanoid Robots in Houston, Production Expected Next Year | https://www.trendforce.com/news/2025/06/26/news-nvidia-and-foxconn-in-talks-to-deploy-humanoid-robots-in-houston-production-expected-next-year/ |
2025-06-26 | Xiaomi、再び話題に:XRING O2の商標出願が報じられ、AIスマートグラスが間もなく登場 | Xiaomi Makes Waves Again: XRING O2 Trademark Reportedly Filed, AI Smart Glasses Coming Soon | https://www.trendforce.com/news/2025/06/26/news-xiaomi-makes-waves-again-xring-o2-trademark-reportedly-filed-ai-smart-glasses-coming-soon/ |
Semiconductor Digest | |||
5 hours ago | 携帯型低電圧OLEDの進化におけるスペーサの役割の解明 | Uncovering the Role of Spacers in Advancing Portable, Low-Voltage OLEDs | https://www.semiconductor-digest.com/uncovering-the-role-of-spacers-in-advancing-portable-low-voltage-oleds/ |
5 hours ago | ROHM、高電圧GaNデバイス向けに最適化された絶縁型ゲートドライバーICを発表 | ROHM Launches an Isolated Gate Driver IC Optimized for High-Voltage GaN Devices | https://www.semiconductor-digest.com/rohm-launches-an-isolated-gate-driver-ic-optimized-for-high-voltage-gan-devices/ |
5 hours ago | Arteris、2025年AIブレイクスルー賞で「AIエンジニアリングイノベーション賞」を受賞 | Arteris Wins “AI Engineering Innovation Award” at the 2025 AI Breakthrough Awards | https://www.semiconductor-digest.com/arteris-wins-ai-engineering-innovation-award-at-the-2025-ai-breakthrough-awards/ |
5 hours ago | EV Group、TechInsights 2025世界半導体業界顧客満足度調査で顧客ランキング1位に | EV Group Tops Customer Rankings in TechInsights 2025 Global Semiconductor Industry Customer Satisfaction Survey | https://www.semiconductor-digest.com/ev-group-tops-customer-rankings-in-techinsights-2025-global-semiconductor-industry-customer-satisfaction-survey/ |
5 hours ago | FABrIC、市場投入可能なイノベーションに向けた1,340万ドルの資金提供をもとに、総額3,560万ドルの投資を発表 | FABrIC Announces $35.6M Total Investment from $13.4M Funding in Market-Ready Innovation | https://www.semiconductor-digest.com/fabric-announces-35-6m-total-investment-from-13-4m-funding-in-market-ready-innovation/ |
日本経済新聞 | |||
2025-06-27 | 今日の株価材料(新聞など、27日)野村も不正売却の株式返還へ | https://www.nikkei.com/article/DGXZQOFL2708D0X20C25A6000000/ | |
2025-06-27 | NYダウ反発、404ドル高 ナスダックは年初来高値 | https://www.nikkei.com/article/DGXZQOFL2700R0X20C25A6000000/ | |
2025-06-27 | S&P最高値接近、けん引役はゴールドマン 規制緩和ラッシュに期待 | https://www.nikkei.com/article/DGXZQOGN26EAJ0W5A620C2000000/ | |
2025-06-27 | 米国株、ダウ反発し404ドル高 AI関連や景気敏感株に買い ナスダック総合は半年ぶり高値 | https://www.nikkei.com/article/DGXZQOFL26E360W5A620C2000000/ | |
2025-06-27 | 米国株、ダウ反発 中東懸念の後退で心理改善 ナスダック総合は年初来高値 | https://www.nikkei.com/article/DGXZQOFL26E1G0W5A620C2000000/ | |
2025-06-27 | パイオニア買収、交錯する日台パネル興亡史 車載に生き残り懸け | https://www.nikkei.com/article/DGXZQOGM26BXU0W5A620C2000000/ | |
2025-06-27 | ソフトバンクGのAI構想、孫正義氏が描く近未来は? 27日に株主総会 | https://www.nikkei.com/article/DGXZQOUC138OJ0T10C25A6000000/ | |
2025-06-27 | 半導体材料製造も自動化 JX金属、無人搬送や画像認識で職人技代替 | https://www.nikkei.com/article/DGXZQOUC043K20U5A600C2000000/ | |
2025-06-27 | リコーとコニカミノルタ、トップ再任4割が反対 事務機大手に株主圧力 | https://www.nikkei.com/article/DGXZQOUC260D40W5A620C2000000/ | |
2025-06-27 | 東京エレクトロン役員「粗利率、最高続く」 関税影響は限定的 | https://www.nikkei.com/article/DGXZQOUC185Y90Y5A610C2000000/ | |
ダイヤモンドオンライン | |||
Jun 26 20:50 | エヌビディアのクラウド進出、IT大手に脅威 | https://diamond.jp/articles/-/367463 | |
Jun 26 20:05 | トーマツ所属の公認会計士「監査報酬獲得額」実名&実額ランキング【333人】監査法人“王者”の最新序列とは?《再配信》 | https://diamond.jp/articles/-/367062 | |
Jun 25 12:00 | クセ強小型株ばかり買う、異端児ファンドが最優秀賞をかっさらった戦略が面白すぎる | https://diamond.jp/articles/-/367079 | |
Tom’s Hardware | |||
2025-06-26 22:22 | FTC、不必要なアイテムの料金を請求されたフォートナイトプレイヤーに1億2600万ドルを返金 | FTC to give $126 million back to Fortnite players who were charged for unwanted items | https://www.tomshardware.com/video-games/ftc-to-give-usd126-million-back-to-fortnite-players-who-were-charged-for-unwanted-items-950-000-payments-refunded-and-the-deadline-to-claim-your-cash-was-just-extended |
2025-06-26 21:49 | Nvidia CEO ジェンセン・ファン、9億2500万ドル相当の同社株売却を開始 | Nvidia CEO Jensen Huang begins sale of $925M worth of Nvidia stock | https://www.tomshardware.com/tech-industry/nvidia-ceo-jensen-huang-begins-sale-of-usd925m-worth-of-nvidia-stock-sale-of-6-million-shares-barely-dents-his-usd123-billion-in-shares |
TechPowerup | |||
2025-06-26T20:00:30+00:00 | Lexar NQ780 4TBのレビュー | Lexar NQ780 4 TB Review | https://www.techpowerup.com/review/lexar-nq780-4-tb/ |
2025-06-26T16:02:46+00:00 | Micron、Adaptive Write TechnologyとG9 QLC NAND搭載の新型2600 NVMe SSDを発表 | Micron Announces New 2600 NVMe SSD With Adaptive Write Technology and G9 QLC NAND | https://www.techpowerup.com/338386/micron-announces-new-2600-nvme-ssd-with-adaptive-write-technology-and-g9-qlc-nand |
2025-06-26T15:17:59+00:00 | KOORUI、世界向けに多種モデルのモニターラインナップを発売 | KOORUI Launches Multi-Model Monitor Lineup Globally | https://www.techpowerup.com/338384/koorui-launches-multi-model-monitor-lineup-globally |
2025-06-26T14:54:14+00:00 | Vulkan APIがイメージレイアウトを統一し、同期問題に終止符を打つ | Vulkan API Unifies Image Layouts, Waving Goodbye to Sync Issues | https://www.techpowerup.com/338382/vulkan-api-unifies-image-layouts-waving-goodbye-to-sync-issues |
2025-06-26T14:44:47+00:00 | AGI Technology、高速microSD ExpressカードTF338を発売 | AGI Technology Launches High-Speed microSD Express Card TF338 | https://www.techpowerup.com/338381/agi-technology-launches-high-speed-microsd-express-card-tf338 |
2025-06-26T14:16:57+00:00 | DDR4モジュールの価格が初めてDDR5を上回る | DDR4 Module Prices Overtake DDR5 for the First Time | https://www.techpowerup.com/338380/ddr4-module-prices-overtake-ddr5-for-the-first-time |
2025-06-26T13:40:25+00:00 | Loongson、Intel「Ice Lake-SP」Xeonに対抗する64コアLS3C6000サーバーCPUを発表 | Loongson Unveils 64-Core LS3C6000 Server CPUs to Rival Intel “Ice Lake-SP” Xeons | https://www.techpowerup.com/338377/loongson-unveils-64-core-ls3c6000-server-cpus-to-rival-intel-ice-lake-sp-xeons |
2025-06-26T13:36:26+00:00 | Dell、16プレミアムおよび14プレミアムのノートパソコンシリーズを発表 | Dell Announces the 16 Premium and 14 Premium Laptop Ranges | https://www.techpowerup.com/338378/dell-announces-the-16-premium-and-14-premium-laptop-ranges |
2025-06-26T13:22:27+00:00 | GravaStar、新型磁気ホール効果式Mercury V75 Proゲーミングキーボードを発表 | GravaStar Unveils New Magnetic Hall Effect Mercury V75 Pro Gaming Keyboard | https://www.techpowerup.com/338375/gravastar-unveils-new-magnetic-hall-effect-mercury-v75-pro-gaming-keyboard |
2025-06-26T13:14:45+00:00 | NVIDIA GeForce NOW、新たに5タイトルを追加 ― 『System Shock 2: 25th Anniversary Remaster』を含む | NVIDIA GeForce NOW Gets Five New Titles, Including System Shock 2: 25th Anniversary Remaster | https://www.techpowerup.com/338374/nvidia-geforce-now-gets-five-new-titles-including-system-shock-2-25th-anniversary-remaster |
2025-06-26T11:02:59+00:00 | ZOWIE、初の欧州スポーツ科学ラボを発表 | ZOWIE Unveils First European Sports Science Lab | https://www.techpowerup.com/338370/zowie-unveils-first-european-sports-science-lab |
2025-06-26T10:51:57+00:00 | ADLINK、新型拡張可能なDLAP産業用エッジAIプラットフォームを発表 | ADLINK Unveils New Expandable DLAP Industrial Edge AI Platforms | https://www.techpowerup.com/338369/adlink-unveils-new-expandable-dlap-industrial-edge-ai-platforms |
2025-06-26T10:18:06+00:00 | Alphacool、Core Geforce RTX 5080およびRTX 5090用のバックプレート付きウォーターブロックを発表 | Alphacool Unveils Core Geforce RTX 5080 and RTX 5090 Water Blocks with Backplates | https://www.techpowerup.com/338368/alphacool-unveils-core-geforce-rtx-5080-and-rtx-5090-water-blocks-with-backplates |
2025-06-26T08:48:36+00:00 | ZOTAC、中国限定のRTX 5060 Ti XGAMING Blackグラフィックスカードを発表 | ZOTAC Unveils China-exclusive RTX 5060 Ti XGAMING Black Graphics Card | https://www.techpowerup.com/338366/zotac-unveils-china-exclusive-rtx-5060-ti-xgaming-black-graphics-card |
2025-06-26T08:14:27+00:00 | Helegaly、7月5日発売のAction Piレトロゲーミング携帯機を発表 | Helegaly Action Pi Retro Gaming Handheld Set for July 5 Launch | https://www.techpowerup.com/338365/helegaly-action-pi-retro-gaming-handheld-set-for-july-5-launch |
2025-06-26T07:35:47+00:00 | ASUS MHシリーズ臨床用ディスプレイがFDA、TFDA、EU MDRによりクラス1医療機器に分類される | ASUS MH Series Clinical Displays Listed as Class 1 Devices by FDA, TFDA, and EU MDR | https://www.techpowerup.com/338364/asus-mh-series-clinical-displays-listed-as-class-1-devices-by-fda-tfda-and-eu-mdr |
2025-06-26T06:33:14+00:00 | Micron Technology、2025年度第3四半期の決算結果を報告 | Micron Technology Reports Results for the Third Quarter of Fiscal 2025 | https://www.techpowerup.com/338362/micron-technology-reports-results-for-the-third-quarter-of-fiscal-2025 |
2025-06-26T06:29:12+00:00 | SLC NANDフラッシュメモリ市場、年率5.3%で成長し2031年までに164億ドルを超えると予測―調査結果 | SLC NAND Flash Memory Market Size to Surpass USD 16.40 Billion by 2031 With CAGR 5.3%: Study | https://www.techpowerup.com/338361/slc-nand-flash-memory-market-size-to-surpass-usd-16-40-billion-by-2031-with-cagr-5-3-study |
2025-06-26T06:25:40+00:00 | AVerMedia、あらゆるクリエイター向けの新型HDMIキャプチャーデバイス2機種を発表 | AVerMedia Unveils Two New HDMI Capture Devices for Creators at Every Level | https://www.techpowerup.com/338360/avermedia-unveils-two-new-hdmi-capture-devices-for-creators-at-every-level |
2025-06-26T06:22:38+00:00 | Team Group、APEX SD7.1 MicroSD Expressカードを発表 | Team Group Unveils The APEX SD7.1 MicroSD Express Card | https://www.techpowerup.com/338359/team-group-unveils-the-apex-sd7-1-microsd-express-card |
EETimes Taiwan | |||
2025-06-26 | 米国は半導体免除政策の撤回を計画 | 美國計畫撤銷半導體豁免政策 | https://www.eettaiwan.com/20250626nt61-u-s-plans-to-revoke-semiconductor-exemption-policy/ |
2025-06-26 | HBM4規格登場、AI/HPC向け記憶体性能を解放 | HBM4標準登場 釋放AI/HPC記憶體效能 | https://www.eettaiwan.com/20250626nt51-jedec-finalizes-hbm4-standard/ |
2025-06-26 | 2025年第1四半期 世界のスマートフォン売上ランキング | 2025年第一季全球智慧型手機熱銷榜 | https://www.eettaiwan.com/20250626nt21-2025-q1-global-smartphone-sales-ranking/ |
EETimes Asia | |||
2025-06-26 | AIチップ需要が牽引し、2025年第1四半期にグローバル半導体ファウンドリ2.0で前年比12%の売上成長を実現 | AI Chip Demand Fuels 12% YoY Revenue Growth in Global Semiconductor Foundry 2.0 in 1Q 2025 | https://www.eetasia.com/ai-chip-demand-fuels-12-yoy-revenue-growth-in-global-semiconductor-foundry-2-0-in-1q-2025/ |
2025-06-26 | キオクシアのNVMe SSDが、AIおよびHPCアプリケーションでGPU利用率を最大化 | Kioxia NVMe SSDs Maximize GPU Utilization in AI, HPC Applications | https://www.eetasia.com/kioxia-nvme-ssds-maximize-gpu-utilization-in-ai-hpc-applications/ |
2025-06-26 | 三菱電機のGaNパワーアンプモジュールが、5Gアドバンスド基地局向けの検証を完了 | Mitsubishi Electric GaN Power Amplifier Module Achieves Verification for 5G-Advanced Base Stations | https://www.eetasia.com/mitsubishi-electric-gan-power-amplifier-module-achieves-verification-for-5g-advanced-base-stations/ |
2025-06-26 | RapidusがSiemensと2nmチップ設計で共同作業 | Rapidus Collaborating with Siemens on 2nm Chip Design | https://www.eetasia.com/rapidus-collaborating-with-siemens-on-2nm-chip-design/ |
2025-06-26 | Western Techが世界の製造マップを刷新 | Western Tech Redrawing Global Manufacturing Map | https://www.eetasia.com/western-tech-redrawing-global-manufacturing-map/ |
EETimes India | |||
2025-06-26 | Keysight、NTT、およびNTT Innovative Devicesがサブテラヘルツ技術で280Gbpsを実現 | Keysight, NTT, and NTT Innovative Devices Achieve 280Gbps with Sub-Terahertz | https://www.eetindia.co.in/keysight-ntt-and-ntt-innovative-devices-achieve-280gbps-with-sub-terahertz/ |
2025-06-26 | WolfspeedがRSAに参入し、財務基盤を強化 | Wolfspeed Enters RSA to Strengthen Financial Foundation | https://www.eetindia.co.in/wolfspeed-enters-rsa-to-strengthen-financial-foundation/ |
ZDNET Korea | |||
2025-06-27 | 1360馬力で走り、5分の充電で400㎞…ベンツの新兵器 | 1360마력으로 달리고 5분 충전에 400㎞…벤츠의 신무기 | https://www.zdnet.co.kr/20250626164927%22%20title=%22 |
2025-06-26 | ユキューブ、初の海外事業受注…エチオピア科学技術大学に『キューブアイ ERP』を供給 | 유큐브, 첫 해외 사업 수주…에티오피아 과학기술대에 ‘큐브아이 ERP’ 공급 | https://www.zdnet.co.kr/20250626231059%22%20title=%22 |
2025-06-26 | メタビルド、AI連携ソフトをAWSマーケットプレイスに登録 | 메타빌드, AI연계 SW AWS 마켓플레이스 등록 | https://www.zdnet.co.kr/20250626230015%22%20title=%22 |
2025-06-26 | ティンクウェア、4チャンネルブラックボックス『QXD 메가 2』発売 | 팅크웨어, 4채널 블랙박스 ‘QXD 메가 2’ 출시 | https://www.zdnet.co.kr/20250626224942%22%20title=%22 |
2025-06-26 | ヨンインST、地下駐車場における電気自動車火災への早期対応技術を実演 | 영인에스티, 지하주차장 전기차 화재 조기대응 기술 시연 | https://www.zdnet.co.kr/20250626224134%22%20title=%22 |
2025-06-26 | エイム、資産管理自動化サービスIOAに『サブスクリプション経済』の概念を導入 | 에임, 자산관리 자동화 서비스 IOA에 ‘구독 경제’ 개념 도입 | https://www.zdnet.co.kr/20250626223752%22%20title=%22 |
2025-06-26 | AX向けデジタル戦略・ブランディング戦略を紐解く…『DMBF 2025』開催 | AX 위한 디지털전략·브랜딩 전략 푼다…’DMBF 2025′ 개최 | https://www.zdnet.co.kr/20250626222534%22%20title=%22 |
2025-06-26 | ブリザード「ディアブロイモータルのドルイド、既存シリーズの職業とは異なる」 | 블리자드 “디아블로 이모탈의 드루이드, 기존 시리즈 직업과 다르다” | https://www.zdnet.co.kr/20250626140256%22%20title=%22 |
2025-06-26 | チャットGPT、モバイルトラフィックの60%を占め…2030年にスマートグラス時代到来 | 챗GPT 모바일 트래픽 60% 차지… 2030년 스마트 글래스 시대 온다 | https://www.zdnet.co.kr/20250626202137%22%20title=%22 |
2025-06-26 | 国内初の商業用原発『고리1호기』の解体作業に着手 | 국내 최초 상업용 원전 ‘고리1호기’ 해체 착수 | https://www.zdnet.co.kr/20250626190851%22%20title=%22 |
2025-06-26 | [プロフィール] ナム・ドンイル 公正取引委員会副委員長…公正委員会の政策通・幹部評価トップ多数 | [프로필] 남동일 공정거래위원회 부위원장…공정위 정책통·간부평가 1위 다수 | https://www.zdnet.co.kr/20250626180100%22%20title=%22 |
2025-06-26 | SOOP、29日に『キャンパスチアリーディング大戦』を開催 | SOOP, ‘캠퍼스 치어리딩 대전’ 29일 개최 | https://www.zdnet.co.kr/20250626163604%22%20title=%22 |
2025-06-26 | ビサン教育、極東大学と外国人介護福祉士の育成で協力 | 비상교육, 극동대와 외국인 요양 보호사 양성 협력 | https://www.zdnet.co.kr/20250626182355%22%20title=%22 |
2025-06-26 | アイティセングローバル、OBDIA副会長企業に加入…ウォン連動ステーブルコインの研究に参加 | 아이티센글로벌, OBDIA 부회장사 가입…원화 연동 스테이블코인 연구 참여 | https://www.zdnet.co.kr/20250626181957%22%20title=%22 |
2025-06-26 | ティックトック、中小企業のマーケティング支援のためにショートフォームのブランディングインサイトを共有 | 틱톡, 중소기업 마케팅 지원 위해 숏폼 브랜딩 인사이트 공유 | https://www.zdnet.co.kr/20250626174835%22%20title=%22 |
2025-06-26 | リメンバーアンドカンパニー、オーナーがまた変わるのか…「売り物件として出る」 | 리멤버앤컴퍼니, 주인 또 바뀌나…”매물로 나와” | https://www.zdnet.co.kr/20250626180549%22%20title=%22 |
2025-06-26 | バスルームブランド『콜러』、アプグジョンでシグネチャーショールームをオープン | 욕실 브랜드 콜러, 압구정 시그니처 쇼룸 열어 | https://www.zdnet.co.kr/20250626180906%22%20title=%22 |
2025-06-26 | アルテシ、その次は『징동』…米中関税戦争で韓国に視線が向く | 알테쉬 다음은 ‘징동’…美-中 관세 전쟁에 韓으로 눈 돌려 | https://www.zdnet.co.kr/20250626164817%22%20title=%22 |
2025-06-26 | ジク、『태그라이드』を用いて釜山における公共交通と電動自転車の乗り継ぎサービスを開始 | 지쿠, ‘태그라이드’로 부산 대중교통-전기자전거 환승 서비스 시작 | https://www.zdnet.co.kr/20250626180318%22%20title=%22 |
2025-06-26 | カフェ24、7月から『週4日制』を導入…給与は同一 | 카페24, 7월부터 ‘주4일제’ 도입…급여는 동일 | https://www.zdnet.co.kr/20250626174222%22%20title=%22 |
中央日報 | |||
2025-06-27 | 中東報道、西側視点中心の報道…現地メディアの見解も反映 | 중동기사, 서방입장 위주 보도…현지언론 시각도 반영을 | https://www.joongang.co.kr/article/25347125 |
2025-06-27 | 「学問とAIを融合した研究大学への変革…カルチャーテックが未来の競争力」 | “학문·AI 융합한 연구대학 변신…컬처테크가 미래 경쟁력” | https://www.joongang.co.kr/article/25347116 |
2025-06-27 | [中央視評] 我々は中国をどれだけ知っているのか? | [중앙시평] 우리는 중국을 얼마나 알고 있나? | https://www.joongang.co.kr/article/25347110 |
2025-06-27 | 双方とも時価総額200兆…HBM、私がより多く手にする『ハ・マの戦争』 | 둘 다 시총 200조…HBM 내가 더 먹겠다 ‘하·마의 전쟁’ | https://www.joongang.co.kr/article/25347088 |
2025-06-27 | 第1四半期のGRDP成長率は0.1%に急落…首都圏は0.2%、大邱・慶北は-0.4% | 1분기 GRDP 성장률 0.1%로 뚝…수도권 0.2%, 대구·경북 -0.4% | https://www.joongang.co.kr/article/25347089 |
2025-06-26 | 第1四半期の地域内総生産成長率は1.1%から0.1%に急落…17の市・道のうち10ヶ所が逆成長 | 1분기 지역내총생산 성장률 1.1→0.1%로 뚝…17개 시도 중 10곳이 역성장 | https://www.joongang.co.kr/article/25347050 |
BAIDU |