Semiconductor News 20250703

TOC

Main News

  1. U.S. Expands Tax Credits for Semiconductor Manufacturing: Legislation passed by the Senate would allow semiconductor manufacturers to obtain larger tax credits and is aimed at encouraging more manufacturing in the United States. This could significantly increase the tax credit for semiconductor plant construction to 25 %から35%.
  2. Intel Considering Abandoning 18A Technology and Discontinuing Glass Substrate R&D: Intel is reportedly considering discontinuing its latest 18A technology for external customers, possibly focusing on 14A, and discontinuing in-house glass substrate R&D to rely on external suppliers. This is seen as a strategic review and a move to seek a more proactive approach in the foundry sector.
  3. Massive Restructuring and Project Cancellations at Microsoft ‘s Games Division: Massive layoffs have reportedly begun at Microsoft’s Games Division, affecting at least 200 people and canceling several projects, including Perfect Dark, Everwild, and ZeniMax Online’s new MMORPG. Several projects have reportedly been canceled, including Perfect Dark, Everwild, and a new MMORPG for ZeniMax Online. This signals a major shift in the company’s gaming strategy.
  4. Samsung Foundry Targets 2nm Orders for NVIDIA’s Next-Generation GP Us: Samsung Foundry is targeting 2nm process orders for NVIDIA’s next-generation GPUs and will proceed with implementation of its third-generation 2nm process (SF2P+) within the next two years, with stabilizing yields as its top priority. This is the first priority for the company. This is a move that is expected to bring about a major turnaround in the advanced process market.
  5. Management Changes at TSMC Arizona Site: TSMC has announced a leadership change at its Arizona site, with Chairman Cassidy stepping down prior to his retirement in 2026. This is a significant management transition at TSMC’s U.S. plants.
  6. China-backed IC Design Company Unisoc Begins IPO Process: Unisoc, an IC design company backed by the Chinese government, has begun the IPO process in an effort to improve profitability. This is an important move in the development of China’s domestic semiconductor industry.
  7. Taiwan Forms 18-Company Semiconductor Alliance: In conjunction with TSMC’s global factory expansion, Taiwan has formed an 18-company chip alliance to strengthen the localization of its semiconductor supply chain. This will further strengthen Taiwan’s semiconductor ecosystem.
  8. DDR4 Memory Price Rebound Shows Sign s of Cooling After 80% Surge: DDR4 memory prices surged as much as 80% due to supply cuts, but this price rebound is showing signs of cooling. This could have a significant impact on memory market trends.
  9. Wolfspeed Bankruptcy Reorganizes SiC Supply Chain: The bankruptcy of Wolfspeed has reorganized the silicon carbide (SiC) supply chain, and the next moves of companies such as Renesas and SAS are being closely watched. This is a major shift in the power semiconductor market.
  10. Microsoft Delays Development of Its Own AI Chip Due to Competition Concerns with NV IDIA: Microsoft is reportedly delaying the development of its own AI chip due to concerns that it will be less competitive with NVIDIA. This once again highlights NVIDIA’s dominance in the AI chip market.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Jul 2, 14:32中国支援を受けるIC設計企業ユニソック、収益性向上の動きの中でIPOプロセスを開始China-backed IC designer Unisoc kicks off IPO process amid push for profitabilityhttps://www.digitimes.com/news/a20250702PD228/unisoc-ipo-shanghai-chips-2025.html
Jul 2, 13:33上院で可決された法案により、半導体メーカーがより大きな税額控除を獲得Chipmakers win bigger tax credit under bill passed by Senatehttps://www.digitimes.com/news/a20250702VL203/investment-micron-intel-manufacturing-chipmakers.html
Jul 2, 12:24TSMCのグローバル工場拡充に伴い、台湾が18社による半導体アライアンスを結成TSMC’s global fab push Taiwan to form 18-firm chip alliancehttps://www.digitimes.com/news/a20250702PD226/taiwan-fab-tsmc-alliance-localization.html
Jul 2, 12:16インド、次世代チップの可能性として2D材料に注目していると報じられるIndia reportedly eyes 2D materials as next-gen chip opportunityhttps://www.digitimes.com/news/a20250701VL200/materials-manufacturing-chips-silicon-technology.html
Jul 2, 10:20ウォルフスピード破産がSiCサプライチェーンを再編:ルネサスとSASが次の一手に注目Wolfspeed bankruptcy reshuffles SiC supply chain: Renesas and SAS next moves in spotlighthttps://www.digitimes.com/news/a20250702PD206/sic-renesas-wolfspeed-bankruptcy-sas.html
Jul 2, 09:49TSMC、アリゾナ拠点での経営陣交代を発表TSMC announces leadership change at its Arizona unithttps://www.digitimes.com/news/a20250702VL204/tsmc-arizona-president-ceo.html
Jul 2, 06:31サムスン、既存エコシステムの統合に注力するためSFFを中止Samsung shifts focus to consolidating existing ecosystem, cancels SFFhttps://www.digitimes.com/news/a20250701PD241/samsung-sff-samsung-foundry-2025-design.html
Jul 2, 06:31台湾–インドの合弁企業がブレークスルーを実現、MiPhiがインド初のエンタープライズグレードSSDを発売Taiwan-India JV powers breakthrough as MiPhi launches India’s first enterprise-grade SSDshttps://www.digitimes.com/news/a20250701VL201/data-joint-venture-taiwan-phison-micromax.html
Jul 2, 06:29台湾南部のテックハブ、Nvidiaチップの需要と拡大で急成長Taiwan’s Southern tech hubs boom on Nvidia chip demand and expansionhttps://www.digitimes.com/news/a20250630PD216/demand-nvidia-taiwan-expansion-launch.html
Jul 2, 06:29中国のAIチップ企業、主要4社が市場シェア1%未満にとどまり生存競争に苦戦China’s AI chip companies struggle for survival as four key players hold less than 1% market sharehttps://www.digitimes.com/news/a20250630PD221/nvidia-ai-chip-ceo-jensen-huang-chips.html
Jul 2, 06:27供給削減によりDDR4メモリ価格が80%急騰も、反発は冷え込む兆しDDR4 memory prices surge 80% amid supply cuts, but rally shows signs of coolinghttps://www.digitimes.com/news/a20250630PD224/ddr4-cooling-market-demand-price.html
wccftech
2025-07-03インテルのCEOリップ・ブー・タン、ファウンドリ部門でより積極的な戦略採用を検討;報道によるとガラス基板プロジェクトが中止Intel’s CEO Lip-Bu Tan Looks To Adopt a More Aggressive Approach With the Foundry Division; Reportedly Cancels Glass Substrate Projecthttps://wccftech.com/intel-ceo-looks-to-adopt-a-more-aggressive-approach-with-the-foundry-division/
2025-07-03Xbox、40以上のプロジェクトを進行中。Xboxサマーショーケースで発表された全ての取り組みは継続予定Xbox Has 40+ Projects In Active Development, Everything Shown At Xbox Summer Showcase Is “Continuing On”https://wccftech.com/xbox-40-projects-in-development-summer-showcase/
2025-07-03トランプ政権、米国内の製造拡大に伴い、インテル、TSMC、マイクロンに追加税額控除を付与する可能性Trump Administration Could Grant Additional Tax Credits to Intel, TSMC & Micron If They Expand U.S. Manufacturing Effortshttps://wccftech.com/trump-administration-could-grant-tax-credits-to-intel-tsmc-micron-if-they-expand-us-efforts/
2025-07-03フィル・スペンサー、次世代Xbox発売後に引退。サラ・ボンドが後任に就任 – 噂【更新】Phil Spencer Will Retire Following The Next-Gen Xbox Launch, Sarah Bond To Take Over – Rumor [Updated]https://wccftech.com/phil-spencer-retire-following-next-gen-xbox-launch/
2025-07-03マイクロソフト、NVIDIAとの競争に敗れる懸念から社内AIチップの開発を遅延Microsoft’s In-House AI Chip Delayed As Firm Worried About Losing To NVIDIA In Competitivenesshttps://wccftech.com/microsofts-in-house-ai-chip-delayed-as-firm-worried-about-losing-to-nvidia-in-competitiveness/
2025-07-03Where Winds Meet、7月24~31日にPCおよびPS5の最終テストを開催Where Winds Meet to Host Final PC & PS5 Test on July 24-31https://wccftech.com/where-minds-meet-final-test-july-24-31/
2025-07-03『パーフェクト・ダーク』中止、マイクロソフトのリストラに伴い開発元The Initiativeが閉鎖Perfect Dark Cancelled, Developer The Initiative Shut Down As Part Of Microsoft’s Layoffshttps://wccftech.com/perfect-dark-cancelled-the-initiative-shut-down-microsoft-layoffs/
2025-07-03ZeniMax Onlineの新MMORPG、7年の開発を経て中止にZeniMax Online’s New MMORPG Has Been Canceled, Too, After 7 Years of Developmenthttps://wccftech.com/zenimax-online-new-mmorpg-canceled/
2025-07-03元ユービーアイソフト幹部、ハラスメント裁判で罰金と執行猶予付き懲役判決を受けるFormer Ubisoft Executives Receive Fines And Suspended Prison Sentences In Harassment Trialhttps://wccftech.com/ubisoft-former-executives-suspended-prison-sentences-harassment-trial/
2025-07-03Newegg、10台以上のGeForce RTX 5050 GPUを掲載するも、一台も在庫なしNewegg Lists Over 10 GeForce RTX 5050 GPUs, But Not A Single One Is In Stockhttps://wccftech.com/newegg-lists-over-10-geforce-rtx-5050-gpus-but-not-a-single-one-is-in-stock/
2025-07-03サムスンファウンドリ、NVIDIA次世代GPU向けの2nmオーダーを狙い、大躍進を期待Samsung Foundry Reportedly Eyes 2nm Orders For NVIDIA’s Next-Gen GPUs As It Hopes For a Massive Comebackhttps://wccftech.com/samsung-foundry-reportedly-eyes-2nm-orders-for-nvidia-next-gen-gpu/
2025-07-02Rareの『Everwild』、マイクロソフトのゲーム部門リストラに伴い中止されたと報じられる【更新】Rare’s Everwild Has Reportedly Been Cancelled As Part Of Microsoft’s Gaming Layoffs [Updated]https://wccftech.com/rare-everwild-cancelled-microsoft-gaming-layoffs/
2025-07-02マイクロソフトで大規模なゲーム業界リストラが始動、既に200人に影響、さらなる削減も予想【更新】Mass Gaming Layoffs At Microsoft Have Begun, With 200 People Already Impacted And More Cuts On The Way [Updated]https://wccftech.com/microsoft-mass-gaming-layoffs-have-begun/
2025-07-02AMD最新ドライバー、Radeon RX 9070 XTの性能を最大27%向上;一方、GeForce RTX 5070 Tiは全体的に低速にAMD’s Latest Drivers Improve Radeon RX 9070 XT’s Performance By Up To 27%; GeForce RTX 5070 Ti Is Now Slower Overallhttps://wccftech.com/amds-latest-drivers-improve-radeon-rx-9070-xts-performance-by-up-to-27-percent/
2025-07-02新オーナーが『違法コンテンツ』排除を目指す中、英国およびEUユーザー向けにNexus Modsで年齢確認などの変更実施へAge Verification And More Changes Are Coming To Nexus Mods For UK And EU Users, As New Owners Work To Keep “Illegal Content” Off The Sitehttps://wccftech.com/nexus-mods-age-verification-changes-uk-eu-users/
2025-07-02テスラQ2 2025の納車は予想ほど悪くなく、在庫は急増中Tesla Q2 2025 Deliveries Not As Bad As Feared, Inventory Soarshttps://wccftech.com/tesla-q2-2025-deliveries-not-as-bad-as-feared-inventory-soars/
2025-07-02グランブルーファンタジー:リリンク、200万ユニット以上を販売Granblue Fantasy: Relink Has Sold Over 2 Million Unitshttps://wccftech.com/granblue-fantasy-relink-sold-2-million-units/
2025-07-02AMD『Krackan 2』APU(4コア/8スレッド構成)が確認され、Ryzen AI 5 330がGeekbenchでベンチマーク計測AMD “Krackan 2” APU With 4 Cores/8 Threads Configuration Spotted: Ryzen AI 5 330 Benchmarked On Geekbenchhttps://wccftech.com/ryzen-ai-5-330-benchmarked-on-geekbench/
2025-07-02Nintendo Switch 2、6月に500万台以上の販売が見込まれるNintendo Switch 2 Likely Sold More Than 5 Million Units in Junehttps://wccftech.com/nintendo-switch-2-likely-sold-more-than-5-million-units-in-june/
2025-07-02AMD FSR 4、2026年にPS5 Pro向けに登場確定;大部分のRDNA 5はソニーとの技術提携で設計中AMD FSR 4 Confirmed to Be Coming to PS5 Pro in 2026; Big Chunks of RDNA 5 Are Being Designed Through Engineering Partnership with Sonyhttps://wccftech.com/amd-fsr4-ps5-pro-2026-rdna5/
2025-07-02サムスン、2年以内に第3世代2nmプロセス(SF2P+)を実装へ;先端プロセスへの移行より歩留まりの安定を重視Samsung Reportedly Implementing Its 3rd-Generation 2nm Process, Also Known As ‘SF2P+,’ Within Two Years, As Its Primary Goal Becomes Stabilizing Yields Rather Than Jumping To Advanced Processeshttps://wccftech.com/samsung-implementing-third-generation-2nm-process-within-two-years/
2025-07-02People Can Flyが今年中止したプロジェクトに『Outriders 2』が含まれるOutriders 2 Was Among the Projects People Can Fly Canceled This Yearhttps://wccftech.com/outriders-2-canceled/
2025-07-02CAPCOMのPC戦略が功を奏し、Steam収益が61%以上増加。一方、PlayStation収益は減少CAPCOM’s PC Strategy Is Paying Off, as Steam Revenue Increases by Over 61% While PlayStation Revenue Declineshttps://wccftech.com/capcoms-pc-steam-revenue/
2025-07-02AT&T、SIMスワッピング攻撃対策としてワイヤレスアカウントロックを導入。ユーザーにアカウント変更の完全管理を付与し、無効化要求は行わないと警告AT&T Launches Wireless Account Lock To Stop SIM Swapping Attacks, Gives Users Full Control Over Account Changes And Warns It Will Never Ask To Disablehttps://wccftech.com/att-launches-new-wireless-account-lock-feature/
2025-07-02NVIDIAおよびAMDの8GB GPU、より大容量VRAMモデルに押され市場で厳しい評価を受けるNVIDIA & AMD’s 8 GB GPUs Face Brutal Market Rejection As Higher VRAM Counterparts Manage To Dominate The Consumer Marketshttps://wccftech.com/nvidia-amd-8gb-gpus-face-brutal-market-rejection/
2025-07-02Stellar Blade PC 1.20パッチ、冒頭からハードモードを解放し、想定VRAM使用量表示などを改善Stellar Blade PC 1.20 Patch Unlocks Hard Mode From the Beginning, Improves Expected VRAM Usage Display and Morehttps://wccftech.com/stellar-blade-pc-1-20-patch-hard-mode-improves-vram/
2025-07-02NVIDIA GeForce RTX 5090 D V2、中国向けに登場。VRAM削減で米国規制に完全準拠NVIDIA GeForce RTX 5090 D V2 Coming To China, Cut-Down VRAM, To Be Fully Compliant With US Regulationshttps://wccftech.com/nvidia-geforce-rtx-5090-d-v2-coming-to-china-cut-down-vram-fully-compliant-us-regulations/
2025-07-02G.Skill、ASUS Z890 HERO CAMM2マザーボード上でCAMM2 DDR5メモリを10,000 MT/sの「オーバークロック」速度で実証G.Skill Pushes CAMM2 DDR5 Memory To 10,000 MT/s “Overclocked” Speeds On ASUS’s Z890 HERO CAMM2 Motherboardhttps://wccftech.com/g-skill-camm2-ddr5-memory-10000-mtps-overclocked-speeds-asus-z890-hero/
2025-07-02MMORPG『Bellatores』、Steamで韓国向けCBTを開始。アクションコンバットとUE5へ移行MMORPG Bellatores Opens Korean CBT on Steam, Has Switched to Action Combat and UE5https://wccftech.com/mmorpg-bellatores-opens-korean-cbt-steam/
2025-07-02Subnautica開発元Unknown Worlds、オーナーKRAFTONにより元スタジオ経営陣が解任されるSubnautica Developer Unknown Worlds Had Its Original Studio Leadership Removed by Owner KRAFTONhttps://wccftech.com/subnautica-developer-unknown-worlds-changes-leadership-krafton/
2025-07-02Apple、製造上の困難や需要不足、価格の高さを背景に折りたたみiPadの開発を停止したと報じられるApple Has Reportedly Halted Foldable iPad Development, Likely Due To Manufacturing Difficulties; Lack Of Sufficient Demand For Tablets And Potentially Expensive Price Also Leading Factorshttps://wccftech.com/apple-foldable-ipad-development-halted-due-to-manufacturing-difficulties/
2025-07-02インテル、最新18Aテクノロジーを外部顧客向けに展開せず破棄する可能性があると報じられるIntel Might Scrap Latest 18A Technology For External Customers In Major Setback, Says Reporthttps://wccftech.com/intel-might-scrap-latest-18a-technology-for-external-customers-in-major-setback-says-report/
2025-07-02Marvel Rivals シーズン3、リリース日と初の詳細が発表されるMarvel Rivals Season 3 Gets Release Date and First Detailshttps://wccftech.com/marvel-rivals-season-3-gets-release-date-and-first-details/
2025-07-02Apple、元エンジニアがVision Pro機密情報を盗み、Snap Inc.に内密に就職。勤務用ラップトップのデータ消去で痕跡を隠蔽したと非難Apple Accuses Ex-Engineer Of Stealing Vision Pro Secrets, Silently Accepting Job At Snap Inc., And Covering His Tracks By Wiping Data From Work Laptophttps://wccftech.com/apple-accuses-former-employee-over-vision-pro-secreats-leak/
2025-07-02Tony Hawk’s Pro Skater 3+4、月間Game Pass追加タイトルの先頭に躍り出るTony Hawk’s Pro Skater 3+4 Leads Monthly Game Pass Additionshttps://wccftech.com/tony-hawk-pro-skater-3-4-game-pass/
日経 Tech Foresight
2025-07-03ラピダス出資、ホンダの意義 日本の半導体産業を占うhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC261DW0W5A620C2000000
2025-07-03AIデータセンター「手のひらに」 日立出身者の野望https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0218O0S5A700C2000000
2025-07-02テラヘルツ、ロームが特許分析軸に戦略 後れで危機感https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC3097D0Q5A630C2000000
2025-07-02ソニー系やオムロン、半導体後工程の勝ち筋 発言3選https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC309020Q5A630C2000000
マイナビニュース テックプラス
2025-07-03ルネサスがハイパワー領域向けGaNパワー半導体に注力、ターゲットはAIデータセンターhttps://news.mynavi.jp/techplus/article/20250703-3369421/
2025-07-03ルネサス、22nmプロセス採用のAIoT向けMRAM内蔵マイコン「RA8P1」を発売https://news.mynavi.jp/techplus/article/20250703-3369350/
2025-07-02先端半導体研究と人材育成を推進するLSTCに横浜国大、早大、千歳科技大、慶応大の4大学が参画https://news.mynavi.jp/techplus/article/20250702-3369502/
2025-07-02Samsungが1.4nmプロセスの量産開始を2029年に延期か? 韓国メディア報道https://news.mynavi.jp/techplus/article/20250702-3369486/
2025-07-02SkyWater、Infineonの米国オースティン200mm工場の買収を完了https://news.mynavi.jp/techplus/article/20250702-3368987/
2025-07-02吉川明日論の半導体放談 第342回 台湾政府の輸出規制により分割議論が再燃するIntelhttps://news.mynavi.jp/techplus/article/semicon-342/
TrendForce
2025-07-02報道によると、UMCは噂のIntel 6nm提携を通じて先端ノード競争への再参入を模索しているUMC Reportedly Mulls Rejoining Advanced Node Race via Rumored Intel 6nm Tie-Uphttps://www.trendforce.com/news/2025/07/02/news-umc-reportedly-mulls-rejoining-advanced-node-race-via-rumored-intel-6nm-tie-up/
2025-07-02報道によると、Intelは18Aの廃止を検討し、顧客獲得とTSMCへの挑戦を目指して14Aに注力する可能性があるIntel Reportedly Weighs Dropping 18A, Bets on 14A to Attract Clients and Challenge TSMChttps://www.trendforce.com/news/2025/07/02/news-intel-reportedly-weighs-dropping-18a-bets-on-14a-to-attract-clients-and-challenge-tsmc/
2025-07-02[インサイツ] メモリスポット価格最新動向:PC用DRAMの勢いが衰える中、16Gb DDR4コンシューマDRAMの価格が上昇している[Insights] Memory Spot Price Update: 16Gb DDR4 Consumer DRAM Rises as PC DRAM Loses Momentumhttps://www.trendforce.com/news/2025/07/02/insights-memory-spot-price-update-16gb-ddr4-consumer-dram-rises-as-pc-dram-loses-momentum/
2025-07-02報道によると、韓国が遅れを見せる一方、米国と日本が政府支援の下でEUV推進をリードしているU.S., Japan Lead Government-Backed EUV Push as South Korea Reportedly Lagshttps://www.trendforce.com/news/2025/07/02/news-u-s-japan-lead-government-backed-euv-push-as-south-korea-reportedly-lags/
2025-07-02TSMCアリゾナ部門では、カサディ会長が2026年の退職前に辞任し、リーダーシップ体制が刷新されるTSMC Arizona Shifts Leadership as Chairman Cassidy Steps Down Ahead of 2026 Retirementhttps://www.trendforce.com/news/2025/07/02/news-tsmc-arizona-shifts-leadership-as-chairman-cassidy-steps-down-ahead-of-2026-retirement/
Semiconductor Digest
3 hours agoNXPセミコンダクターズのパンカジ・クッカル氏、シリコン統合イニシアチブ理事会議長に再選Pankaj Kukkal of NXP Semiconductors Reelected Board Chair Of Silicon Integration Initiativehttps://www.semiconductor-digest.com/pankaj-kukkal-of-nxp-semiconductors-reelected-board-chair-of-silicon-integration-initiative-2/
3 hours agoXanaduと三菱ケミカル、EUVリソグラフィ向け量子アルゴリズム開発で協力Xanadu and Mitsubishi Chemical to Collaborate on Developing Quantum Algorithms for EUV Lithographyhttps://www.semiconductor-digest.com/xanadu-and-mitsubishi-chemical-to-collaborate-on-developing-quantum-algorithms-for-euv-lithography/
3 hours agoMITエンジニア、安価で使い捨て可能な診断用電気化学センサーを開発MIT Engineers Develop Electrochemical Sensors for Cheap, Disposable Diagnosticshttps://www.semiconductor-digest.com/mit-engineers-develop-electrochemical-sensors-for-cheap-disposable-diagnostics/
4 hours agoDVCon Europe、2025年の基調講演を発表DVCon Europe Announces Keynotes for 2025https://www.semiconductor-digest.com/dvcon-europe-announces-keynotes-for-2025/
日本経済新聞
2025-07-03今日の株価材料(新聞など、3日)日ハム株、農林中金などが売り出しhttps://www.nikkei.com/article/DGXZQOFL0304H0T00C25A7000000/
2025-07-03台湾ASE進出、仮契約のまま1年 揺れる九州の半導体投資https://www.nikkei.com/article/DGXZQOJC25BAK0V20C25A6000000/
2025-07-03製造復権のカギは「忍耐強い資本」 インテル前CEO、新興を支援https://www.nikkei.com/article/DGXZQOCD188OE0Y5A610C2000000/
2025-07-03U-NEXT初の自社映画がカンヌ出品 世界へ布石、打倒ネトフリの野望https://www.nikkei.com/article/DGXZQOUC011690R00C25A6000000/
2025-07-03中国の配膳ロボ、人手不足の先進国へ 自国で供給網完結https://www.nikkei.com/article/DGXZQOGM26DA70W5A620C2000000/
2025-07-03M&Aの「のれん」10年で2倍 最大はソフトバンクGの5兆円超https://www.nikkei.com/article/DGXZQOTG23BB80T20C25A6000000/
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2025-07-03韓国・李政権、対米重視の外交陣 司令塔に知米派・外相は通商通https://www.nikkei.com/article/DGXZQOGM279R90X20C25A6000000/
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2025-07-03(人事・機械)堀場製作所https://www.nikkei.com/article/DGKKZO89767780S5A700C2TB3000/
ダイヤモンドオンライン
Jul 2 21:40iPhone「米国生産」で貿易赤字縮小の大誤解、トランプ氏が間違えるのは無理もない国際収支統計の“欠落”https://diamond.jp/articles/-/367800
Jul 2 20:40エヌビディアの陰、ひっそり輝くハイテク株https://diamond.jp/articles/-/367821
Jul 2 20:15化学メーカーの給料ランキング【主要20社】10位住友化学、6位三井化学、「序列激変」でトップ5に躍進した企業は?https://diamond.jp/articles/-/367789
Jul 2 20:05【ゼネコン大手4社の5年後】鹿島が一歩リード?独自戦略で伸びるインフロニア、長谷工は?絶好調「建設」の未来大予測!https://diamond.jp/articles/-/367460
Jul 2 19:40円安頼みから脱却するインバウンド消費、爆買いからコト消費へのシフトで「10兆円」が視野にhttps://diamond.jp/articles/-/367783
Jul 2 03:00「投資信託あるある」に共感の声!個人投資家アンケートで見つかる勝つヒントhttps://diamond.jp/articles/-/367626
Tom’s Hardware
TechPowerup
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2025-07-02T19:12:10+00:00次世代Xbox発表後、Microsoft GamingのCEOフィル・スペンサーが引退するとの噂Microsoft Gaming CEO Phil Spencer Rumored to Retire Following Next-Gen Xbox Launchhttps://www.techpowerup.com/338573/microsoft-gaming-ceo-phil-spencer-rumored-to-retire-following-next-gen-xbox-launch
2025-07-02T17:09:31+00:00DangbeiがDBOX02 Pro 4Kレーザープロジェクターを発売Dangbei Launches the DBOX02 Pro 4K Laser Projectorhttps://www.techpowerup.com/338571/dangbei-launches-the-dbox02-pro-4k-laser-projector
2025-07-02T15:30:12+00:00PlayStation 5 Pro、2026年にAMD FSR 4との完全統合を実現へPlayStation 5 Pro to Gain Full AMD FSR 4 Integration in 2026https://www.techpowerup.com/338569/playstation-5-pro-to-gain-full-amd-fsr-4-integration-in-2026
2025-07-02T14:59:13+00:00Nintendo Switch 2、要求の厳しいAAAゲームプレイ中に過熱問題発生Nintendo Switch 2 Overheats Playing Demanding AAA Gameshttps://www.techpowerup.com/338568/nintendo-switch-2-overheats-playing-demanding-aaa-games
2025-07-02T12:31:39+00:00Intel、自社内のガラス基板研究開発を放棄し外部サプライヤーに依存Intel Abandons In‑House Glass Substrate R&D, Leans on External Suppliershttps://www.techpowerup.com/338564/intel-abandons-in-house-glass-substrate-r-d-leans-on-external-suppliers
2025-07-02T11:17:21+00:00Intel、18Aノードを廃止し14Aチップ製造プロセスへの移行を検討Intel Considers Abandoning 18A Node for 14A Chipmaking Processhttps://www.techpowerup.com/338560/intel-considers-abandoning-18a-node-for-14a-chipmaking-process
2025-07-02T09:41:18+00:00Star CitizenのFoundation Festivalが、無料フライイベントや新しい紹介プログラムなどと共に帰ってくるStar Citizen’s Foundation Festival Returns with Free Fly Event, New Referral Program, and Morehttps://www.techpowerup.com/338558/star-citizens-foundation-festival-returns-with-free-fly-event-new-referral-program-and-more
2025-07-02T08:58:38+00:00Corsairの計画されたCEO交代が実施、Thi LaがCEOに就任Corsair’s Planned CEO Transition Takes Effect; Thi La Assumes Role of CEOhttps://www.techpowerup.com/338556/corsairs-planned-ceo-transition-takes-effect-thi-la-assumes-role-of-ceo
2025-07-02T08:47:43+00:00iBUYPOWER、RedragonとのコラボによりMK9 Pro RGBワイヤレスキーボードを発売iBUYPOWER Launches MK9 Pro RGB Wireless Keyboard Made in Collaboration With Redragonhttps://www.techpowerup.com/338555/ibuypower-launches-mk9-pro-rgb-wireless-keyboard-made-in-collaboration-with-redragon
2025-07-02T08:43:17+00:00G.SkillのCAMM2 DDR5メモリモジュールがASUS Z890マザーボードでDDR5-10000のオーバークロック速度を実証G.Skill CAMM2 DDR5 Memory Module Demonstrates DDR5-10000 Overclock Speed on ASUS Z890 Motherboardhttps://www.techpowerup.com/338554/g-skill-camm2-ddr5-memory-module-demonstrates-ddr5-10000-overclock-speed-on-asus-z890-motherboard
2025-07-02T07:51:13+00:00NVIDIA、GeForce RTX 5090DDをRTX 5090D v2に名称変更NVIDIA Renames GeForce RTX 5090DD to RTX 5090D v2https://www.techpowerup.com/338552/nvidia-renames-geforce-rtx-5090dd-to-rtx-5090d-v2
EETimes Taiwan
2025-07-02スマートホームとインダストリー4.0における組み込みシステムの安全性智慧家庭和工業4.0嵌入式系統安全性https://www.eettaiwan.com/20250702ta61-security-of-embedded-systems-for-smart-homes-and-industry-4-0/
2025-07-02AIはどこにでも存在し、コンピューティングプラットフォームは時代に合わせて進化する必要があるAI無處不在 運算平台需與時俱進https://www.eettaiwan.com/20250702ta71-computing-platforms-need-to-keep-pace-with-the-times/
2025-07-02消費者の46%が生成型AIツールを使用した46%消費者曾使用生成式AI工具https://www.eettaiwan.com/20250702nt21-46-percent-consumers-have-used-generative-ai-tools/
EETimes Asia
2025-07-022025年第1四半期における世界のスマートフォン生産は3%減少Global Smartphone Production Down 3% in 1Q 2025https://www.eetasia.com/global-smartphone-production-down-3-in-1q-2025/
2025-07-02ルネサスMCU、AIアクセラレーション機能を強調Renesas MCU Touts AI Acceleration Featurehttps://www.eetasia.com/renesas-mcu-touts-ai-acceleration-feature/
2025-07-02半導体ナノレーザーのブレイクスルーは、超高効率な光学技術につながる可能性があるSemiconductor Nanolaser Breakthroughs Could Lead to Ultra-Efficient Optical Technologieshttps://www.eetasia.com/semiconductor-nanolaser-breakthroughs-could-lead-to-ultra-efficient-optical-technologies/
2025-07-02チップレット経済における半導体成功のための三本の柱Three Pillars for Semiconductor Success in the Chiplet Economyhttps://www.eetasia.com/three-pillars-for-semiconductor-success-in-the-chiplet-economy/
EETimes India
2025-07-02シーメンス、生成型およびエージェント型AIでEDAポートフォリオを強化Siemens Strengthens EDA Portfolio with Generative and Agentic AIhttps://www.eetindia.co.in/siemens-strengthens-eda-portfolio-with-generative-and-agentic-ai/
2025-07-02Wise Integrationのデジタルコントローラーが最大2MHzのスイッチング周波数を可能にするWise Integration Digital Controller Enables Switching Frequencies Up to 2MHzhttps://www.eetindia.co.in/wise-integration-digital-controller-enables-switching-frequencies-up-to-2mhz/
2025-07-02Keysightの最新ベンチ機器が精度と信頼性を提供Keysight’s Latest Bench Instruments Deliver Precision and Reliabilityhttps://www.eetindia.co.in/keysights-latest-bench-instruments-deliver-precision-and-reliability/
2025-07-02インドのHCLTechとAMDが協力し、企業のデジタルトランスフォーメーションを加速India’s HCLTech and AMD Collaborate to Accelerate Enterprise Digital Transformationhttps://www.eetindia.co.in/indias-hcltech-and-amd-collaborate-to-accelerate-enterprise-digital-transformation/
ZDNET Korea
2025-07-03コウェイ、ソウル・三一小学校で清浄な教室森を造成코웨이, 서울 삼일초에 청정학교 교실숲 조성https://www.zdnet.co.kr/20250703001329%22%20title=%22
2025-07-02「このままでは海運が厳しくなる」…崖っぷちの石화、生存のためリセットが必要“이대로 가면 해운 꼴난다”…벼랑 끝 석화, 생존 위한 리셋 필요https://www.zdnet.co.kr/20250702204838%22%20title=%22
2025-07-02[訃報] チェ・ジョンソン プリズム커뮤니케이션本部長 父の死去[부음] 최정선 프리즘커뮤니케이션 본부장 부친상https://www.zdnet.co.kr/20250702201042%22%20title=%22
2025-07-02民主党主導の放送3法改正案、法案小委員会を通過민주당 주도 방송3법 개정안 법안소위 통과https://www.zdnet.co.kr/20250702183541%22%20title=%22
2025-07-02투비소프트、創立25周年記念式典を開催…『100年企業への飛躍意志』を再確認투비소프트, 창립 25주년 기념식 개최… ‘100년 기업 도약 의지’ 다져https://www.zdnet.co.kr/20250702183142%22%20title=%22
2025-07-02データ、AI、セキュリティの3協会、業務協定を締結…『AX時代』の全面協力体制데이터·AI·보안 3개 협회, 업무협약 체결…’AX 시대’ 전방위 협력https://www.zdnet.co.kr/20250702182707%22%20title=%22
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2025-07-02ビッグウェーブロボティクス、複数種ロボット統合監視システムがGS認証1等級を取得빅웨이브로보틱스, 다종로봇 통합관제시스템 GS인증 1등급https://www.zdnet.co.kr/20250702181010%22%20title=%22
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2025-07-02ネイバー労働組合、8月から定期的な集会を予告네이버 노조, 8월부터 정기 집회 예고https://www.zdnet.co.kr/20250702174956%22%20title=%22
2025-07-02スタートアップ、不況時ほど『再訪・再購入』に注力せよ“스타트업, 불황일수록 ‘재방문·재구매’에 집중하라https://www.zdnet.co.kr/20250702175002%22%20title=%22
2025-07-02「AIネットワークで未来を切り拓く」…ノキア、超コネクテッド時代の戦略を発表“AI 네트워크 미래 열겠다”…노키아, 초연결 시대 전략 공개https://www.zdnet.co.kr/20250702172015%22%20title=%22
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2025-07-02パイオリンク、日本の車両整備DX市場への攻勢が旋風を巻き起こす파이오링크, 일본 차량정비 DX 시장 공략 ‘돌풍’https://www.zdnet.co.kr/20250702173008%22%20title=%22
中央日報
2025-07-03[イ・スファのマーケットナウ] AIに100兆円を投入して1京円を稼ぐには[이수화의 마켓 나우] AI에 100조 넣고 1경 거두려면https://www.joongang.co.kr/article/25348638
2025-07-03チップス法を撤廃すると言いつつ、税額控除をさらに拡大したトランプ칩스법 없앤다더니, 세액공제 더 늘린 트럼프https://www.joongang.co.kr/article/25348621
2025-07-02米国、半導体工場建設の税額控除を25%から35%へ大幅引き上げ…韓国企業は動くのか美, 반도체 공장건설 세액공제 25%→35%로 파격 인상…한국 기업들 움직일까https://www.joongang.co.kr/article/25348550
2025-07-02セジョン大学、半導体先端パッケージング専門人材育成事業に選定세종대, 반도체 첨단패키징 전문인력 양성 사업 선정https://www.joongang.co.kr/article/25348517
2025-07-02『現金をため込んだ? 7~9月で消える』米株がV字反発する銘柄たち [2025 중앙재테크박람회④]“현금 쟁여뒀다 7~9월 사라” 미국주식 V자 반등 할 종목들 [2025 중앙재테크박람회④]https://www.joongang.co.kr/article/25348505
2025-07-02インターネット身分証導入へ向ける中国…「11億人、オンライン検閲を強化するのか?」인터넷 신분증 도입하는 中…”11억명, 온라인 검열 강화하나?”https://www.joongang.co.kr/article/25348500
BAIDU
昨天22:41無錫尚積半導体科技股份有限公司が「Cラウンド」資金調達を獲得、調達額は数億人民元に達する无锡尚积半导体科技股份有限公司获“C轮”融资,金额数亿人民币https://baijiahao.baidu.com/s?id=1836546739654447504&wfr=spider&for=pc
昨天17:58評価額200億元!浙江杭州の半導体大手がIPOに向けて奮闘、小米や寧徳時代が賭け、業績に圧力200亿估值!浙江杭州半导体巨头冲刺IPO,小米、宁德时代押注,业绩承压https://baijiahao.baidu.com/s?id=1836537310494532384&wfr=spider&for=pc
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昨天20:02機関筋によれば、2030年には中国本土が世界最大の半導体ウェハ受託製造センターとなる見込み机构:2030年中国大陆有望成全球最大半导体晶圆代工中心https://baijiahao.baidu.com/s?id=1836537050768063813&wfr=spider&for=pc
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昨天19:06…板IPOは「既に審査済み」、設計生産能力70万枚/月の300mm半導体シリコンウエハ生産ラインを保有…板IPO“已问询” 拥有设计产能70万片/月的300mm半导体硅片生产线https://baijiahao.baidu.com/s?id=1836536452934503407&wfr=spider&for=pc
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昨天18:58臻宝科技の科創板IPOが受理され、半導体部品メーカーとして、大基金第2弾などが参入臻宝科技科创板IPO获受理 系半导体零部件制造商 大基金二期等参投https://baijiahao.baidu.com/s?id=1836532551118435416&wfr=spider&for=pc
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