TOC
Main News
- SEMICON Taiwan 2025 Launches AI Chip Packaging Alliance SEMICON Taiwan 2025 is launching the AI Chip Packaging Alliance to highlight advanced packaging and ecosystem robustness. This is an important step toward advancing AI chip technology and strengthening the supply chain.
- U.S. Considers AI Chip Restrictions on Malaysia and Thailand The U.S. is considering restrictions on AI chip exports to Malaysia and Thailand to prevent chip outflows to China. This is a sign of continuing geopolitical tensions in the semiconductor supply chain.
- TSMC Prioritizes Plant Establishment in the U.S. Due to Concerns about Trump Tariffs TSMC is reportedly prioritizing the establishment of plants in the U.S. over other regions due to concerns about “Trump tariffs”. This has strongly influenced trade policy in its global manufacturing location strategy.
- AI Boom Drives Micron’s HBM Production Expansion In response to the surge in AI demand, Micron is expanding its HBM (High Bandwidth Memory) production outside of Taiwan. This demonstrates the growing demand for high-performance memory in the AI market and the diversification of the supply chain.
- Japan’s Chip Equipment Market to Surpass 5 TrillionYenin FY2026 Against the backdrop of the AI boom, Japan’s chip equipment market is projected to surpass 5 trillion yen in FY2026. This reflects large investments in the AI field and solid growth in the semiconductor manufacturing equipment industry.
- Domestic CPU and GPU Companies in China Build Talent Alliances with Universities Domestic CPU and GPU companies in China are working with universities to build talent alliances and accelerate their movement in the market toward multi-billion dollar IPOs. This shows that China is strongly promoting self-sufficiency and innovation in the semiconductor sector.
- Microsoft Considering Interim AI Ch ip Due to Internal Design Delays and Pressure from NVIDIA Microsoft is reportedly considering an interim AI chip for 2027 due to internal design delays and pressure from NVIDIA. This suggests challenges and intense competition for major technology companies in AI semiconductor development.
- Renesas to Focus on MCU and GaN Products for the AI Field Renesas has announced its withdrawal from silicon carbide (SiC) and plans to focus on MCU (microcontroller) and GaN (gallium nitride) products for the AI field. This is an example of semiconductor companies shifting their product strategies to meet the needs of the AI market.
- Meta ‘s AI Chatbot Spontaneously Starts Con versations Meta’s AI chatbot will soon spontaneously start conversations and is learning to remember, reconnect, and relieve loneliness. This shows that AI is evolving toward providing more human-like interactions and emotional support.
- Nintendo Switch 2 Expected to Outperform Its Predecessor, Overheating Issues and USB Port Limitations While the Nintendo Switch 2 is expected to outperform its predecessor, overheating issues have been reported with some units and USB port limitations pose a challenge for third-party dock manufacturers. Market forecasts call for availability after spring 2026.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Jul 4, 14:45 | SEMICON Taiwan 2025、先進パッケージングとエコシステムの堅牢性を強調するAIチップパッケージング同盟を発足 | SEMICON Taiwan 2025 to launch AI chip packaging alliance, highlighting advanced packaging and ecosystem resilience | https://www.digitimes.com/news/a20250704PD231/taiwan-packaging-2025-launch-ai-chip.html |
| Jul 4, 15:40 | AIブームの影響で、Micronが台湾外でのHBM生産を拡大 | AI surge drives Micron to broaden HBM output beyond Taiwan | https://www.digitimes.com/news/a20250704PD204/micron-hbm-taiwan-manufacturing-investment.html |
| Jul 4, 12:25 | 中国の国内CPU・GPU企業、大学と人材アライアンスを構築 | China’s local CPU and GPU companies cultivate talent alliances with universities | https://www.digitimes.com/news/a20250704PD230/talent-development-gpu-cpu-technology.html |
| Jul 4, 12:16 | Intelの新AIアクセラレーター、HBM4採用の可能性は？ SKハイニックスは詳細未確認と強調 | Intel’s new AI accelerator may adopt HBM4? SK Hynix stresses no confirmed details | https://www.digitimes.com/news/a20250704PD213/sk-hynix-hbm4-intel-accelerator.html |
| Jul 4, 11:40 | TSMCとサプライヤー、Nvidia GBシリーズが記録的需要を牽引する中でAIブームに乗る | TSMC, suppliers ride AI wave as Nvidia GB series powers record demand | https://www.digitimes.com/news/a20250704PD216/taiwan-nvidia-electronics-tsmc-demand.html |
| Jul 4, 15:53 | AIブームを背景に、2026年度に日本のチップ装置市場が5兆円を突破へ | Japan’s chip tool market to top JPY5 trillion in FY26 amid AI boom | https://www.digitimes.com/news/a20250704PD225/equipment-sales-forecast-market-growth.html |
| Jul 4, 15:41 | マレーシア、地域のICデザイン拠点となるための静かな基盤整備を進める | Malaysia lays quiet groundwork to become regional IC design hub | https://www.digitimes.com/news/a20250704PD205/ic-design-arm-semiconductor-industry-training-talent.html |
| Jul 4, 15:39 | Huaweiの半導体リーダー、チップと人材の二本柱で力強く前進 | Huawei’s semiconductor matriarch charges forward with dual front: chips and talent | https://www.digitimes.com/news/a20250704PD234/huawei-talent-hisilicon-development-president.html |
| Jul 4, 15:32 | WPGの複路戦略が、半導体流通モデルの根本的変革を示唆 | WPG’s split-path strategy signals deeper shift in chip distribution model | https://www.digitimes.com/news/a20250703PD227/wpg-wpi-ic-distributor-logistics.html |
| Jul 4, 15:27 | AOS、Huawei向け出荷に関する米国輸出違反を425万ドルで解決へ | AOS to settle US export violation with US$4.25 miilion over Huawei shipments | https://www.digitimes.com/news/a20250703PD238/huawei-shipments-exports-entity-list-investigation.html |
| Jul 4, 14:55 | OpenAIのチップ戦略は依然として不明瞭、カスタマイズ機能の需要も曖昧 | OpenAI’s chip strategy remains unclear as demand for customized functions stays vague | https://www.digitimes.com/news/a20250703PD218/openai-google-market-chips-development.html |
| Jul 4, 14:12 | 不均一な顧客需要と開発状況が、ASICプロバイダーを危うい状況に追いやる | Uneven customer demand and development keep ASIC providers walking on thin ice | https://www.digitimes.com/news/a20250702PD246/development-asic-demand-production-market.html |
| Jul 4, 12:31 | ルネサス、SiCから撤退しAI分野向けにMCUおよびGaN製品に注力 | Renesas ditches SiC to focus on MCU, GaN products for AI sector | https://www.digitimes.com/news/a20250704PD226/renesas-gan-mcu-sic.html |
| Jul 4, 12:26 | ペガトロン会長、台湾の半導体優位性は3つの重要改善に依存すると警告 | Pegatron chair warns Taiwan’s chip edge hinges on 3 critical fixes | https://www.digitimes.com/news/a20250703PD234/taiwan-pegatron-semiconductors-talent-regulation.html |
| Jul 4, 12:00 | インフィニオン、スケールアップ加速を背景に2025年第4四半期に12インチGaNサンプル投入を目指す | Infineon targets 4Q25 for 12-inch GaN sample rollout as scaling accelerates | https://www.digitimes.com/news/a20250704VL201/gan-infineon-12-inch-gallium-manufacturing.html |
| Jul 4, 11:05 | ベトナムの関税協定が、東南アジアにおける台湾製PCBサプライチェーンへの懸念を引き起こす | Vietnam tariff deal triggers SEA jitters for Taiwan’s PCB supply chain | https://www.digitimes.com/news/a20250704PD214/asia-donald-trump-exports-production.html |
| wccftech | |||
| 2025-07-05 | 米国がマレーシアとタイへのAIチップ規制を検討、チップが中国へ流れる抜け道を塞ぐ狙い | The U.S. Is Considering AI Chip Restrictions on Malaysia and Thailand, Aiming to Patch Trade Loopholes That Funnel Chips to China | https://wccftech.com/the-us-is-considering-ai-chip-restrictions-on-malaysia-and-thailand/ |
| 2025-07-05 | 報道によると、TSMCは『トランプ関税』への懸念から、他地域よりも米国での工場設立を優先している | TSMC Has Reportedly Prioritized Setting Up Plants in the U.S. Over Other Regions Due to Fears of “Trump Tariffs” | https://wccftech.com/tsmc-has-reportedly-prioritized-setting-up-plants-in-the-us-over-other-region/ |
| 2025-07-05 | 関税とコスト上昇により、米国の消費者はビデオゲームへの支出を抑えるだろうとアナリストが指摘 | Tariffs And Rising Costs Will Have US Consumers Spending Less On Video Games, Says Analyst | https://wccftech.com/tariffs-rising-costs-us-consumers-spending-less-video-games/ |
| 2025-07-05 | SpaceXのStarlinkが麻薬密輸業者に利用され、無人の半潜水艇を遠隔操作している | SpaceX’s Starlink Used By Drug Smugglers To Remotely Pilot Uncrewed Semi-Submersible | https://wccftech.com/spacexs-starlink-used-by-drug-smugglers-to-remotely-pilot-unscrewed-semi-submersible/ |
| 2025-07-05 | カプコン、『バイオハザード サバイバルユニット』を発表。新たなモバイルゲームは来週全面公開予定 | Capcom Announces Resident Evil Survival Unit, A New Mobile Game That’ll Be Fully Revealed Next Week | https://wccftech.com/resident-evil-survival-unit-mobile-game-reveal-capcom/ |
| 2025-07-05 | キャンセルされたZeniMax Online MMORPGのリークから、新たにストーリーやゲームプレイの詳細が明らかに | New Details From The Cancelled ZeniMax Online MMORPG Leak, Reveals Story And Gameplay Details | https://wccftech.com/zenimax-online-cancelled-mmorpg-story-gameplay-details/ |
| 2025-07-04 | バンジーのモバイルゲーム『Destiny: Rising』が今年8月にリリース | Bungie’s Mobile Game Destiny: Rising Launches This August | https://wccftech.com/destiny-rising-bungie-netease-release-date-august/ |
| 2025-07-04 | Galaxy S26 Ultraのカメラズーム仕様は期待外れ。サムスンはGalaxy S25 Ultraと同じセンサーを使用、可変絞りが大きな違いに | Galaxy S26 Ultra Camera’s Zoom Specifications Are Disappointing, As Samsung Reportedly Using The Same Sensor As The Galaxy S25 Ultra; Variable Aperture Addition Could Make A Huge Difference | https://wccftech.com/galaxy-s26-ultra-camera-zoom-sensor-same-as-galaxy-s25-ultra/ |
| 2025-07-04 | VirtuosとのNintendo Switch 2 Q&A：「前作を上回ると期待しています」 | Nintendo Switch 2 Q&A with Virtuos: ‘I Think We Will See It Surpass The Predecessor’ | https://wccftech.com/nintendo-switch-2-qa-with-virtuos-i-think-we-will-see-it-surpass-the-predecessor/ |
| 2025-07-04 | MetaのAIチャットボットがまもなく自発的に会話を開始。記憶、再接続、孤独解消を学習し、各アプリでのエンゲージメントを促進する | Meta’s AI Chatbots Will Soon Initiate Chats – Trained To Remember, Reconnect, and Combat Loneliness While Driving Engagement Across Its Apps | https://wccftech.com/metas-ai-chatbots-will-soon-initiate-chats-trained-to-remember-reconnect-and-combat-loneliness-while-driving-engagement-across-its-apps/ |
| 2025-07-04 | リークされた識別子が、Appleの次期M5およびM6 Mac、謎のA18 Pro MacBook、さらに開発中のMac Proを示し、全ラインアップの抜本的刷新を予感させる | Leaked Identifiers Reveal Apple’s Upcoming M5 And M6 Macs, A Mysterious A18 Pro MacBook, And An Under‑Development Mac Pro, Hinting At Radical Upgrades Across The Entire Lineup | https://wccftech.com/leaked-identifiers-of-m5-and-m6-macs-and-a18-pro-macbook/ |
| 2025-07-04 | 『グランド・セフト・オート VI』は依然として最も高額な作品となる可能性があり、将来作はAI活用で開発費が抑えられるかもしれない | Grand Theft Auto VI May Remain the Most Expensive Entry, as Future Titles Could Be Cheaper to Develop Thanks to AI | https://wccftech.com/grand-theft-auto-vi-most-expensive-gta-7-ai/ |
| 2025-07-04 | Apple経営陣は、AWSに匹敵するクラウドサーバーをiPhone・Macアプリ開発者向けに提供する案を検討、莫大な利益獲得の可能性に注目 | Apple Executives Considered Offering Cloud-Based Servers To iPhone And Mac App Developers, Rivaling The Likes Of AWS, As It Is A Potential Gold Mine For The Company To Earn Billions | https://wccftech.com/apple-once-considered-offering-aws-cloud-based-services-to-developers/ |
| 2025-07-04 | Forza Motorsport開発のTurn 10が、Forza Horizonのサポートスタジオへと転換されたと噂される | Forza Motorsport Dev Turn 10 Has Been Turned Into a Forza Horizon Support Studio – Rumor | https://wccftech.com/forza-motorsport-dev-turn-10-support-forza-horizon/ |
| 2025-07-04 | PlayStation 5 Proは、RDNA 4 GPU向けのAMD FSR 4モデルを稼働できず、既発売ゲームはアップスケーラー利用のため更新が必要になる可能性 | PlayStation 5 Pro Can’t Run the Same AMD FSR 4 Model as RDNA 4 GPUs; Released Games May Need an Update to Use the Upscaler | https://wccftech.com/playstation-5-pro-can-t-run-amd-fsr-4-ai-model/ |
| 2025-07-04 | GeForce RTX 5070がAmazonのベストセラーGPUリストのトップに。NVIDIAは総GPU市場の70％以上を支配 | GeForce RTX 5070 Tops The Amazon Best-Selling GPU List; NVIDIA Keeps Over 70% Of Total GPU Market Share | https://wccftech.com/geforce-rtx-5070-tops-the-amazon-best-selling-gpu-list/ |
| 2025-07-04 | Once Human 2.0がリリース、コンソール版やPvPスピンオフも続々登場予定 | Once Human 2.0 Is Out Now; Console Ports and PvP Spin-Off Are Inbound | https://wccftech.com/once-human-2-0-is-out-now-console-ports-and-pvp-spin-off-are-inbound/ |
| 2025-07-04 | 報道によると、一部のSwitch 2ユニットで過熱問題が発生している | Some Switch 2 Units Are Overheating, According to Reports | https://wccftech.com/some-switch-2-units-are-overheating/ |
| 2025-07-04 | 報道によれば、Spencer氏は3月にZeniMax Onlineの新作を熱狂的にプレイしたものの、7月にプロジェクトを中止した | Spencer Reportedly Loved Playing ZeniMax Online’s New Game in March, Only to Cancel It in July | https://wccftech.com/spencer-reportedly-loved-playing-zenimax-onlines-new-game-in-march-only-to-cancel-it-in-july/ |
| 2025-07-04 | ONE-NETBOOKが、世界初のThunderBolt 5対応RX 7600M XT eGPUを準備中 | ONE-NETBOOK Prepares World’s First ThunderBolt 5-Based RX 7600M XT eGPU | https://wccftech.com/one-netbook-prepares-worlds-first-thunderbolt-5-based-rx-7600m-xt-egpu/ |
| 2025-07-04 | 世界最小級のノートパソコン『2-in-1』Piccolo Series81（Intel N100搭載）を覗いてみよう | Here’s a Look at One Of The World’s Smallest Laptop – The “2-in-1” Piccolo Series81 With Intel’s N100 CPU | https://wccftech.com/review/here-a-look-at-one-of-the-world-smallest-laptop-the-2-in-1-piccolo-series81/ |
| 2025-07-04 | MicrosoftとXboxが、数千人のレイオフと並行して、ゲーム開発向けAIツールについて開発者を招いた円卓会議を開催 | Microsoft And Xbox Invites Developers To Roundtable On AI Tools For Game Development While Laying Off Thousands | https://wccftech.com/microsoft-xbox-ai-tools-game-development-laying-off-thousands/ |
| 2025-07-04 | 中国の国内GPUメーカーが市場で迅速に動き、数十億ドル規模のIPOに向けて前進中 | China’s Domestic GPU Manufacturers Are Swiftly Making Moves In The Market; Now Advancing Toward Multi-Billion Dollar IPOs | https://wccftech.com/china-domestic-gpu-manufacturers-are-swiftly-making-moves-in-the-market/ |
| 2025-07-04 | Anthemは2026年にサービス終了へ。EAが失敗したライブサービスシューターの運用を終了 | Anthem Is Going Offline In 2026, EA Finally Sunsetting The Failed Live Service Shooter | https://wccftech.com/anthem-going-offline-2026-ea/ |
| 2025-07-04 | 先月の爆発を受け、SpaceXはStarshipのテスト飛行用に新たなテストスタンドを建設中 | SpaceX Is Building A New Test Stand For Starship Test Flights After Last Month’s Explosion! | https://wccftech.com/spacex-is-building-a-new-test-stand-for-starship-test-flights-after-last-months-explosion/ |
| 2025-07-04 | 台湾に続き、Radeon RX 9070 GREが香港でも発売される | After Taiwan, Radeon RX 9070 GRE Is Getting A Release In Hong Kong As Well | https://wccftech.com/after-taiwan-radeon-rx-9070-gre-is-getting-a-release-in-hong-kong-as-well/ |
| 2025-07-04 | Techlandが新作ファンタジーアクションRPGを含む2タイトルの開発を中止、一方で新たなCall of Juarezに取り組んでいるとの噂も | Techland Cancels Two Games, Including Their New Fantasy Action RPG, But Is Rumored to Be Working on a New Call of Juarez | https://wccftech.com/techland-cancels-two-games-fantasy-action-rpg/ |
| 2025-07-04 | 新Arc Lineアップデート『Smoke & Mirrors』が、7月17日にドワーフ、新規プレイアブルクラス、ストーリーコンテンツなどを追加 | New Arc Line Update Smoke & Mirrors Adds Dwarves, New Playable Classes, Story Content And More On July 17 | https://wccftech.com/new-arc-line-smoke-and-mirrors-update-july-17/ |
| 2025-07-04 | 元OpenAI研究者が、Metaの高額オファーに惹かれたものの、1億ドルのサインオンボーナスは受け取れなかったと暴露 | Former OpenAI Researcher Who Got Lured In By Meta’s Lucrative Offer Spills The Beans; He Did Not Receive The $100 Million Signing Bonus That Was Offered By The Social Media Giant | https://wccftech.com/former-openai-researcher-claims-meta-did-not-offer-the-100-million-signing-bonus/ |
| 2025-07-04 | REAPER ACTUALは、PlanetSide 2の開発元によるオープンワールド・パーシステントシューターである | REAPER ACTUAL Is an Open World Persistent Shooter from the Makers of PlanetSide 2 | https://wccftech.com/reaper-actual-is-an-open-world-persistent-shooter-from-the-makers-of-planetside-2/ |
| 2025-07-04 | キャンセルされたZOS MMORPGは、素晴らしい方向に向かい、新エンジンも軌道に乗っていたと主任グラフィックスプログラマーが語る | Canceled ZOS MMORPG Was Heading in a Great Direction and New Engine Had Found Its Footing, Says Lead Graphics Programmer | https://wccftech.com/canceled-zos-mmorpg-was-heading-in-a-great-direction-and-new-engine-had-found-its-footing-says-lead-graphics-programmer/ |
| 2025-07-04 | ニール・ドラックマンがHBO「The Last Of Us」から離れ、ノーティードッグと今後のプロジェクトに『完全な集中力』を注ぐ | Neil Druckmann Is Stepping Back From HBO’s The Last Of Us To Bring His “Complete Focus” Back To Naughty Dog And Its Future Projects | https://wccftech.com/neil-druckmann-hbo-the-last-of-us-naughty-dog/ |
| 2025-07-04 | テスラの6月の納車はQ2全体の47％を占め、従来の41～44％を大きく上回り、第3四半期には需要が先取りされる見込み | Tesla’s June Deliveries Accounted For 47 Percent Of Its Q2 Deliveries Vs. The 41 To 44 Percent Historical Average, Q3 To See Pulled Forward Demand | https://wccftech.com/teslas-june-deliveries-accounted-for-47-percent-of-its-q2-deliveries-vs-the-41-to-44-percent-historical-average-q3-to-see-pulled-forward-demand/ |
| 2025-07-04 | Build A Rocket BoyのCEOが、MindsEyeおよびスタジオの苦境を内部・外部の破壊工作者のせいにしている | Build A Rocket Boy CEO Blames Internal and External Saboteurs for MindsEye and Studio Struggles | https://wccftech.com/build-a-rocket-boy-ceo-blames-saboteurs-mindseye-struggles/ |
| 2025-07-04 | Death Stranding 2: On the Beachは、6月に約140万本を売り上げたと推定される | Death Stranding 2: On the Beach Estimated to Have Sold 1.4 Million Units in June | https://wccftech.com/death-stranding-2-on-the-beach-estimated-to-have-sold-1-4-million-units-in-june/ |
| 日経 Tech Foresight | |||
| 2025-07-04 | パワー半導体、主役がEVからAIへ 開発効率は限界突破 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC02AAX0S5A700C2000000 | |
| 2025-07-04 | 東京科学大学、GNN推論向けAIチップ 計算コスト削減 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0243U0S5A700C2000000 | |
| 2025-07-04 | ソニーセミコン、半導体技術で創薬支援 10年かけ開発 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0306K0T00C25A7000000 | |
| 2025-07-04 | Amazon、秘密のAIチップ研究所 驚くほど少数精鋭 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0302E0T00C25A7000000 | |
| マイナビニュース テックプラス | |||
| 2025-07-04 | 日本製半導体製造装置の2025年度売上高は前年度比2.0％増の4兆8643億円、SEAJ予測 | https://news.mynavi.jp/techplus/article/20250704-3370887/ | |
| 2025-07-04 | 韓国新大統領就任で日韓の半導体産業の関係強化は進むのか？ 地政学リスクの観点から考える | https://news.mynavi.jp/techplus/article/20250704-3370808/ | |
| 2025-07-04 | IntelやNVIDIAがインドや中国出身のAI人材の確保を推進、海外メディア報道 | https://news.mynavi.jp/techplus/article/20250704-3370801/ | |
| 2025-07-04 | 車載用ディスプレイを学ぶ 第2回 車載ディスプレイにおけるTFT液晶/有機EL/マイクロLED向けの給電技術 | https://news.mynavi.jp/techplus/article/automotivedisplays-2/ | |
| TrendForce | |||
| 2025-07-04 | トランプ氏の20％ベトナム関税大改定：Foxconnと台湾の主要テック企業の動きと影響 | Trump’s 20% Vietnam Tariff Shakeup: Foxconn and Key Taiwanese Tech Firms’ Moves and Impact | https://www.trendforce.com/news/2025/07/04/news-trumps-20-vietnam-tariff-shakeup-foxconn-and-key-taiwanese-tech-firms-moves-and-impact/ |
| 2025-07-04 | 顧客不足を背景に、サムスンがテキサス工場の立ち上げを延期と報じられる | Samsung Reportedly Delays Texas Fab Launch Amid Client Shortage | https://www.trendforce.com/news/2025/07/04/news-samsung-reportedly-delays-texas-fab-launch-amid-client-shortage/ |
| 2025-07-04 | 社内設計の遅延とNVIDIAからの圧力を背景に、マイクロソフトが2027年向け暫定AIチップを検討中と報じられる | Microsoft Reportedly Eyes 2027 Interim AI Chip Amid In-House Design Delays and NVIDIA Pressure | https://www.trendforce.com/news/2025/07/04/news-microsoft-reportedly-eyes-2027-interim-ai-chip-amid-in-house-design-delays-and-nvidia-pressure/ |
| 2025-07-04 | 半導体製造大手ASML、EUのAI規制導入を2年延期するよう求める動きに加わったと報じられる | Chipmaking Giant ASML Reportedly Joins Call to Postpone EU AI Rules by Two Years | https://www.trendforce.com/news/2025/07/04/news-chipmaking-giant-asml-reportedly-joins-call-to-postpone-eu-ai-rules-by-two-years/ |
| 2025-07-04 | Xiaomi YU7が市場に登場、ディスプレイはCSOTとForyouグループが供給 | Xiaomi YU7 Hit the Market, with Displays Supplied by CSOT and Foryou Group | https://www.trendforce.com/news/2025/07/04/news-xiaomi-yu7-hit-the-market-with-displays-supplied-by-csot-and-foryou-group/ |
| Semiconductor Digest | |||
| 日本経済新聞 | |||
| 2025-07-05 | トランプ政権、マレーシアとタイにAI半導体の輸出規制を検討 米報道 | https://www.nikkei.com/article/DGXZQOGN0500L0V00C25A7000000/ | |
| 2025-07-05 | 江崎玲於奈氏と量子力学の100年 レーザーなど「応用の時代」開く | https://www.nikkei.com/article/DGXZQOSG258RJ0V20C25A6000000/ | |
| 2025-07-05 | 車関税の長期化、身構える｢城下町｣ 広島の部品会社は中国で商談 | https://www.nikkei.com/article/DGXZQOCC036A70T00C25A7000000/ | |
| 2025-07-05 | 米減税法案が成立へ、市場で勝ち組選別 半導体・再エネ株に関心 | https://www.nikkei.com/article/DGXZQOGN03EFC0T00C25A7000000/ | |
| 2025-07-05 | 李政権が呼ぶ韓国株高 海外マネー「アベノミクス相場の再来か」 | https://www.nikkei.com/article/DGXZQOGM25DSF0V20C25A6000000/ | |
| 2025-07-05 | 政府、ラピダスの黄金株保有へ 重要事項に拒否権で安保リスク備え | https://www.nikkei.com/article/DGXZQOUA03BFA0T00C25A7000000/ | |
| 2025-07-05 | マレーシア貿易相「米国以外の市場開拓を」 東南ア、佳境の米関税交渉 | https://www.nikkei.com/article/DGXZQOGM23AKM0T20C25A6000000/ | |
| 2025-07-05 | ミネベアミツミ貝沼会長｢データセンター向けが成長ドライバー｣ | https://www.nikkei.com/article/DGXZQOUC119WU0R10C25A6000000/ | |
| 2025-07-05 | Switch2「26年春以降に入手しやすく」 市場予測、販売台数上振れか | https://www.nikkei.com/article/DGXZQOUF176T00X10C25A6000000/ | |
| 2025-07-05 | 東証大引け 日経平均は小幅続伸、24円高 値がさ株の一角がけん引 | https://www.nikkei.com/article/DGXZQOFL045YS0U5A700C2000000/ | |
| ダイヤモンドオンライン | |||
| Jul 4 07:30 | 参議院選挙で考えたい、国の膨大な借金と日本の未来。『金利上昇は日本のチャンス』著者、中空麻奈氏（パリバ証券グローバルマーケット統括本部副会長）インタビュー | https://diamond.jp/articles/-/367822 | |
| Jul 3 20:45 | 中国がAI覇権争いで猛追、米国の優位揺るがす | https://diamond.jp/articles/-/367914 | |
| Tom’s Hardware | |||
| 2025-07-04 22:01 | データによると、多くのGPUがメーカー希望小売価格より50%高い価格で販売され続けている | Data reveals many GPUs are still selling for 50% more than MSRP | https://www.tomshardware.com/pc-components/gpus/data-reveals-many-gpus-are-still-selling-for-50-percent-than-msrp-nvidia-rtx-5090-and-5080-are-worst-offenders |
| 2025-07-04 20:38 | この装置はレーザーを使い、1秒間に30匹の蚊を撃ち落とす | This device uses a laser to shoot down 30 mosquitoes per second | https://www.tomshardware.com/peripherals/this-invention-can-use-lidar-to-shoot-down-30-mosquitoes-per-second-with-a-laser-photonmatrix-range-has-up-to-6-meter-kill-zone-can-gauge-distance-orientation-and-body-size-in-3-milliseconds |
| 2025-07-04 20:02 | ゲーマーが2012年製ホンダCR-Vを『Need for Speed Underground』のコントローラーに改造 | Gamer turns their 2012 Honda CR-V into Need for Speed Underground controller | https://www.tomshardware.com/peripherals/controllers-gamepads/gamer-turns-2012-honda-cr-v-into-need-for-speed-underground-controller-laptop-reads-throttle-input-using-obd-and-a-python-library-no-luck-with-steering |
| 2025-07-04 19:08 | PCIe帯域幅の不足は、コンテンツ制作の作業負荷においてRTX 5090の性能を最大25%低下させる可能性がある | Lack of PCIe bandwidth can nerf RTX 5090 by up to 25% in content creation workloads | https://www.tomshardware.com/pc-components/motherboards/lack-of-pcie-bandwidth-can-nerf-rtx-5090-by-up-to-25-percent-in-content-creation-workloads-puget-data-confirms-performance-hit-when-using-older-generations-and-fewer-lanes |
| TechPowerup | |||
| 2025-07-04T18:32:22+00:00 | NVIDIA GeForce RTX 5050 8 GB レビュー | NVIDIA GeForce RTX 5050 8 GB Review | https://www.techpowerup.com/review/gigabyte-geforce-rtx-5050-gaming-oc/ |
| 2025-07-04T17:08:34+00:00 | Cerabyte、2030年までに100PBのセラミックナノメモリーストレージを計画 | Cerabyte Plans 100 PB Ceramic Nano Memory Storage by 2030 | https://www.techpowerup.com/338629/cerabyte-plans-100-pb-ceramic-nano-memory-storage-by-2030 |
| 2025-07-04T16:42:31+00:00 | PCIeのボトルネックにより、NVIDIA GeForce RTX 5090のコンテンツ制作性能が25%低下 | PCIe Bottlenecks Slash NVIDIA GeForce RTX 5090 Content Creation Performance by 25% | https://www.techpowerup.com/338627/pcie-bottlenecks-slash-nvidia-geforce-rtx-5090-content-creation-performance-by-25 |
| 2025-07-04T16:14:38+00:00 | NVIDIA、Unreal Engine 5.6向けのDLSS 4プラグインをリリース | NVIDIA Launches DLSS 4 Plugin for Unreal Engine 5.6 | https://www.techpowerup.com/338625/nvidia-launches-dlss-4-plugin-for-unreal-engine-5-6 |
| 2025-07-04T12:17:15+00:00 | Arcticが新しいP Proシリーズのプレミアムファンラインを発表 | Arctic Reveals Its New P Pro Series Premium Fan Range | https://www.techpowerup.com/338623/arctic-reveals-its-new-p-pro-series-premium-fan-range |
| 2025-07-04T10:09:33+00:00 | BiostarがEdgeComp MS-1335U産業用システムを発表 | Biostar Introduces EdgeComp MS-1335U Industrial System | https://www.techpowerup.com/338619/biostar-introduces-edgecomp-ms-1335u-industrial-system |
| 2025-07-04T09:59:44+00:00 | Axiomtekが超コンパクトな1.6インチAIoT組み込みボードKIWI330を発表 | Axiomtek Introduces KIWI330, an Ultra-Compact 1.6-inch AIoT Embedded Board | https://www.techpowerup.com/338618/axiomtek-introduces-kiwi330-an-ultra-compact-1-6-inch-aiot-embedded-board |
| 2025-07-04T07:39:17+00:00 | 『ゲームを止めろ』請願が100万署名を突破 – EU議会に一歩接近 | Stop Killing Games Petition Passes 1 Million-Signature Milestone—Now One Step Closer to EU Parliament | https://www.techpowerup.com/338613/stop-killing-games-petition-passes-1-million-signature-milestone-now-one-step-closer-to-eu-parliament |
| 2025-07-04T06:49:32+00:00 | KIOXIA AiSAQソフトウェア、改良版ベクトル検索ライブラリでAI RAGを進化 | KIOXIA AiSAQ Software Advances AI RAG with New Version of Vector Search Library | https://www.techpowerup.com/338614/kioxia-aisaq-software-advances-ai-rag-with-new-version-of-vector-search-library |
| 2025-07-04T05:17:15+00:00 | Nintendo Switch 2のUSBポート制限がサードパーティ製ドックメーカーに課題を突きつける | Nintendo Switch 2 USB Port Lockdown Poses Challenge for 3rd-Party Dock Makers | https://www.techpowerup.com/338612/nintendo-switch-2-usb-port-lockdown-poses-challenge-for-3rd-party-dock-makers |
| EETimes Taiwan | |||
| 2025-07-04 | Switch 2におけるT239について | 談談Switch 2裡的T239 | https://www.eettaiwan.com/20250704nt61-t239-in-switch-2/ |
| 2025-07-04 | 是德科技：AIは未来を形作る鍵となるトレンドの中心 | 是德科技：AI是塑造未來關鍵趨勢的核心 | https://www.eettaiwan.com/20250704nt11-ai-is-at-the-heart-of-key-trends-shaping-the-future/ |
| 2025-07-04 | ハッカーはより攻撃的な新手法を採用する | 駭客採用更具侵略性的新手法 | https://www.eettaiwan.com/20250704nt21-hackers-use-more-aggressive-tactics/ |
| EETimes Asia | |||
| EETimes India | |||
| ZDNET Korea | |||
| 2025-07-04 | イ・ジェミョン政権、31.8兆ウォン規模の初補正予算案が国会通過 | 이재명 정부 31.8조 규모 첫 추경안 국회 통과 | https://www.zdnet.co.kr/20250704232102%22%20title=%22 |
| 2025-07-04 | AI分野、1793億ウォン規模の補正予算案が国会本会議で通過 | AI 분야 1793억원 추경안 국회 본회의 통과 | https://www.zdnet.co.kr/20250704205715%22%20title=%22 |
| 2025-07-04 | [速報] 李政権、初補正予算案が国会通過…民主党の単独処理 | [속보] 李정부 첫 추경안 국회 통과…민주당 단독 처리 | https://www.zdnet.co.kr/20250704230352%22%20title=%22 |
| 2025-07-04 | [Q&AI] ガールズデイのミナが結婚…SNSの反応は | [Q&AI] 걸스데이 민아 결혼… SNS 반응은 | https://www.zdnet.co.kr/20250704221411%22%20title=%22 |
| 2025-07-04 | 米国、関税猶予の期限が迫る…余漢九通商交渉本部長が再び渡米 | 美 관세 유예 시한 코앞…여한구 통상교섭본부장 또 방미 | https://www.zdnet.co.kr/20250704180105%22%20title=%22 |
| 2025-07-04 | 上半期のデリバリーアプリの成績を見ると…『クーパンイーツ』だけが好調だった | 상반기 배달앱 성적 보니…’쿠팡이츠’만 웃었다 | https://www.zdnet.co.kr/20250704172716%22%20title=%22 |
| 2025-07-04 | SKT、営業停止中の流通網への補償案を7月末に一括支給 | SKT, 영업중단 유통망 보상안 7월말 일괄 지급 | https://www.zdnet.co.kr/20250704180132%22%20title=%22 |
| 2025-07-04 | SKT、セキュリティ強化に向けて5年間で7千億ウォンを投入…「業界最高水準」 | SKT, 보안 강화에 5년간 7천억 투입…”업계 최고 수준” | https://www.zdnet.co.kr/20250704174958%22%20title=%22 |
| 2025-07-04 | ユ・요ンサン（SKT）、「顧客の信頼に応じて違約金免除を実施する方針」 | 유영상 SKT “고객 신뢰 따라 위약금 면제 시행키로” | https://www.zdnet.co.kr/20250704174008%22%20title=%22 |
| 2025-07-04 | “人口減少時代にロボットがチャンス…2030年にはゲームは終わる” | “인구 감소 시대에 로봇이 기회…2030년 게임 끝난다” | https://www.zdnet.co.kr/20250704165120%22%20title=%22 |
| 2025-07-04 | 持株会社の株価が急騰し、財界は対応に苦慮…後継計画が複雑 | 지주사 주가 치솟자 재계 표정관리…승계 셈법 복잡 | https://www.zdnet.co.kr/20250704143808%22%20title=%22 |
| 2025-07-04 | ハッシュド、ビデッシュベンチャーズと共に「ブロックチェーンリーダーズサミット東京2025」を共同開催 | 해시드, 비대쉬벤처스와 ‘블록체인 리더스 서밋 도쿄 2025’ 공동 개최 | https://www.zdnet.co.kr/20250704170611%22%20title=%22 |
| 2025-07-04 | CGV、’2025 KBOオールスター戦’を生中継…「スクリーンXで楽しんでください」 | CGV, ‘2025 KBO 올스타전’ 생중계…”스크린X로 즐기세요” | https://www.zdnet.co.kr/20250704145637%22%20title=%22 |
| 2025-07-04 | ユ・ユンサン（SKT）、「侵害事故に対する是正措置および再発防止策を迅速に実施」 | 유영상 SKT “침해사고 시정조치-재발 방지책 신속히 이행” | https://www.zdnet.co.kr/20250704170008%22%20title=%22 |
| 2025-07-04 | 仁川空港と免税業界、賃貸料の値下げ交渉…「値引きして」対「なぜあなただけ」 | 인천공항-면세업계, 임대료 인하 공방…”깎아줘” vs “왜 너만” | https://www.zdnet.co.kr/20250704161452%22%20title=%22 |
| 2025-07-04 | [映像] 30秒で貨物自転車に変身…万能電動自転車が話題に | [영상] 30초 만에 화물 자전거 변신…만능 전기자전거 ‘화제’ | https://www.zdnet.co.kr/20250704164432%22%20title=%22 |
| 2025-07-04 | SKT、侵害事故後の解約違約金を免除…8月の料金を50％値下げ | SKT, 침해사고 이후 해지 위약금 면제…8월 요금 50% 감면 | https://www.zdnet.co.kr/20250704164608%22%20title=%22 |
| 2025-07-04 | [速報] SKT、7月14日までの解約加入者に対し違約金を免除 | [속보] SKT, 7월14일까지 해지 가입자 위약금 면제 | https://www.zdnet.co.kr/20250704162050%22%20title=%22 |
| 中央日報 | |||
| 2025-07-05 | 『トランプ減税法』、上下院通過…K電気自動車と太陽光発電に打撃の予測 | ‘트럼프 감세법’ 상·하원 통과…K전기차·태양광 타격 예상 | https://www.joongang.co.kr/article/25349238 |
| 2025-07-04 | “TSMC、日第2工場延期…トランプの関税圧力を受け米国への投資拡大” | “TSMC, 日 제2공장 연기…트럼프 관세압박에 대미 투자 확대” | https://www.joongang.co.kr/article/25349175 |
| 2025-07-04 | サムスン電子の半導体、今年上半期の成果給が大幅に削減…最大で基本給の25% | 삼성전자 반도체, 올 상반기 성과급 확 줄어…최대 기본급 25% | https://www.joongang.co.kr/article/25349151 |
| 2025-07-04 | 中国「希土類などの輸出を検討・承認中…米国の輸出制限解除も通知された」 | 中 “희토류 등 수출 검토·승인 중…美 수출제한 해제도 통보받았다” | https://www.joongang.co.kr/article/25349150 |
| 2025-07-04 | トランプ署名のみ残した『OBBBA』…K自動車、太陽光発電、バッテリーに打撃 | 트럼프 서명만 남겨둔 ‘OBBBA’…K자동차·태양광·배터리 타격 | https://www.joongang.co.kr/article/25349130 |
| 2025-07-04 | 経常収支が25ヶ月連続黒字であるが…韓国銀行は「米国の関税影響が本格化」と述べた | 경상수지 25개월 연속 흑자지만…한은 “미 관세 영향 본격화” | https://www.joongang.co.kr/article/25349066 |
| BAIDU | |||
| 昨天21:56 | 聯得装備：半導体への研究開発投資を継続的に強化し、新たな事業分野をさらに充実させる… | 联得装备:将持续加大对半导体的研发投入,进一步完善新业务板块… | https://baijiahao.baidu.com/s?id=1836724905950356787&wfr=spider&for=pc |
| 昨天15:39 | 万潤科技：長江万润半導体、主要な記憶装置製品群とソリューションを携えて展示会に参加 | 万润科技:长江万润半导体携核心存储产品矩阵及解决方案参展 | https://baijiahao.baidu.com/s?id=1836701762290704981&wfr=spider&for=pc |
| 昨天16:42 | 鼎龙股份：半導体事業は国内市場を中心に、消耗品の輸出は複数の地域に分布している | 鼎龙股份:半导体业务以国内市场为主,耗材出口分布多区域 | https://baijiahao.baidu.com/s?id=1836705661596216347&wfr=spider&for=pc |
| 昨天21:38 | 浦東科創グループの傅紅岩：半導体産業は持続して困難を克服すべきであり、非効率な内向き競争に警戒すべきだ | 浦东科创集团傅红岩:半导体产业应持续突破攻坚 警惕低效内卷 | https://baijiahao.baidu.com/s?id=1836724221831644136&wfr=spider&for=pc |
| 昨天17:45 | 強瑞技術：半導体装置関連の顧客にカスタマイズ部品などの製品を提供 | 强瑞技术:为半导体设备相关客户提供定制化零部件等产品 | https://baijiahao.baidu.com/s?id=1836709115854788892&wfr=spider&for=pc |
| 昨天19:24 | EDA輸出規制解除が中国の半導体に及ぼす影響はどの程度か？ | EDA出口管制解除,对中国半导体影响几何? | https://baijiahao.baidu.com/s?id=1836715382045206247&wfr=spider&for=pc |
| 昨天16:45 | 硅宝科技：有機シリコン封止接着剤製品は半導体パッケージングなどの分野に応用可能 | 硅宝科技:有机硅密封胶产品可应用于半导体封装等领域 | https://baijiahao.baidu.com/s?id=1836705661595535583&wfr=spider&for=pc |
| 昨天21:02 | 集微コンサルティング：2025年には国内の半導体上場企業の総売上が前年比9%増加すると予測 | 集微咨询:预计2025年国内半导体上市公司总营收同比增长9% | http://www.stcn.com/article/detail/2418702.html |
| 昨天18:32 | AI半導体市場、規模が急拡大 | AI半导体市场,规模激增 | https://www.jiemian.com/article/12994167.html |
| 昨天16:49 | 投領未来｜上海汇正财经戦略会議がマクロ経済および半導体などの産業機会を分析 | 投领未来丨上海汇正财经策略会剖析宏观经济与半导体等产业机遇 | https://baijiahao.baidu.com/s?id=1836705607024486079&wfr=spider&for=pc |
