Semiconductor News 20250711

TOC

Main News

  1. NVIDIA has reached a market capitalization of $4 trillion, a historic milestone that demonstrates the AI chip sector’s central role in technology hegemony. This highlights once again the growth of the AI market and NVIDIA’s dominance.
  2. TSMC achieved record sales in the second quarter of 2025, particularly due to strong demand for AI. Despite strong currency headwinds, the company set a new quarterly record.
  3. Intel CEO Rip Bu Thang acknowledged that the company is no longer a top 10 chipmaker, describing the current difficulties as a “difficult marathon.” This suggests a decline in competitiveness for a company that once led the industry.
  4. OpenAI’s $6.5 billion acquisition of Jony Ive’s io Products suggests that an AI device that understands context without a screen could replace the iPhone. This foreshadows a future where AI is integrated with hardware and will revolutionize the user interface.
  5. TSMC’s CoPoS technology is revolutionizing the industry in AI chip packaging, and the company reportedly plans advanced packaging for CoPoS and SoICs at its Arizona, USA plant. This is an important move in improving AI chip performance and diversifying the supply chain.
  6. It was reported that Japan has secured a “golden share” in Rapidus, protecting its chip technology and promoting 2nm development. This demonstrates Japan’s strategic investment and national involvement in next-generation technologies in the semiconductor industry.
  7. Jim Keller reportedly said that U.S. regulations will only accelerate China’s chip development and will emphasize China’s ambitions for open source chips at the RISC-V Summit in Shanghai. This is indicative of the view that technology competition between the U.S. and China will encourage China’s domestic semiconductor industry to become more self-reliant.
  8. Global AI server shipments are projected to maintain double-digit growth in 2025, and as AI applications expand, so does the importance of solving AI data center power challenges.
  9. Samples of AMD’s next-generation “Zen 6” CPUs have already been distributed and reportedly feature an “evolutionary” architecture with more cores per CCD and a new “dual” IMC design. This demonstrates AMD’s continued innovation in the high-performance CPU market.
  10. Samsung’s focus on folding models for high-end smartphones has increased optimism among chipmakers. This could be a new growth driver for the smartphone market and have a positive impact on related chip suppliers.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Jul 10, 13:542025年下半期の基板市場は様々な見通し:価格上昇は主に原価上昇を反映Mixed outlook for substrate market in 2H25: Price hikes mainly reflect rising costshttps://www.digitimes.com/news/a20250707PD227/market-demand-2025-ic-substrate-price.html
Jul 10, 14:59TSMC、強い通貨逆風にもかかわらず記録的な第2四半期の売上高を記録TSMC posts record Q2 revenue despite strong currency headwindshttps://www.digitimes.com/news/a20250710VL210/tsmc-revenue-taiwan-2025-gross-margin.html
Jul 10, 11:58中国のEDA業界再編は停滞、EmpyreanがXpeedicとの取引を中止したためChina’s EDA shakeup stalls as Empyrean nixes Xpeedic dealhttps://www.digitimes.com/news/a20250710VL206/eda-empyrean-technology-design-acquisition-automation.html
Jul 10, 11:35TSMCのCoPoSが業界の変革を促す中、AIチップのパッケージングが成長の天井に直面TSMC’s CoPoS spurs industry shift as AI chip packaging hits glass ceilinghttps://www.digitimes.com/news/a20250709PD237/packaging-tsmc-cowos-chips-demand.html
Jul 10, 11:02Samsungは2025年のサプライヤーリストを更新し、ディスプレイ及び中国との提携における戦略的転換を示しているSamsung updates 2025 supplier list, signals strategic shift in displays and China partnershipshttps://www.digitimes.com/news/a20250710PD211/samsung-supplier-2025.html
Jul 10, 16:41Jim Kellerが上海で開催されるRISC-Vサミットのヘッドライナーを務め、中国のオープンソースチップへの野心を浮き彫りにするJim Keller to headline RISC-V Summit in Shanghai, highlighting China’s open-source chip ambitionshttps://www.digitimes.com/news/a20250710PD208/jim-keller-risc-v-tenstorrent-shanghai.html
Jul 10, 16:29Jim Keller:米国の規制は中国のチップ開発を加速させるに過ぎないJim Keller: US restrictions only accelerate China’s chip developmenthttps://www.digitimes.com/news/a20250710PD225/jim-keller-risc-v-tenstorrent-competition.html
Jul 10, 16:13日本はRapidusにおいて『ゴールデンシェア』を確保し、チップ技術の保護および2nm開発の推進を図るJapan secures ‘golden share’ in Rapidus to safeguard chip tech, bolster 2nm pushhttps://www.digitimes.com/news/a20250707PD222/rapidus-2nm-government-investment-funding.html
Jul 10, 15:27Samsungが高級スマートフォン向けの折りたたみ機種に注力することで、チップメーカーの楽観論が高まるSamsung’s foldable focus on high-end smartphones sparks chipmaker optimismhttps://www.digitimes.com/news/a20250710PD214/samsung-foldable-chipmakers-market-flagship.html
Jul 10, 15:00台湾のSASグループは、国内の景気減速の中で海外のソーラー市場に勢いを感じているTaiwan’s SAS group sees overseas solar momentum amid domestic slowdownhttps://www.digitimes.com/news/a20250709PD226/sas-taiwan-solar-revenue-demand.html
Jul 10, 14:38Semesの半導体洗浄プロセスが、韓国の国家中核技術に指定されるSemes’ semiconductor cleaning process designated as South Korea’s National Core Technologyhttps://www.digitimes.com/news/a20250710PD228/semes-ic-manufacturing-equipment-samsung.html
Jul 10, 12:32留まるか移転か:台湾の製造業者は、政府支援の不十分さから国内退避の可能性を検討しているStay or relocate: Taiwan makers weigh exodus amid weak government supporthttps://www.digitimes.com/news/a20250710PD226/taiwan-fta-production-government-cost.html
Jul 10, 12:22Applied Materialsが、Kokusai Electricにおける最大の株主となるApplied Materials becomes largest shareholder of Kokusai Electrichttps://www.digitimes.com/news/a20250710PD234/kokusai-applied-materials-equipment-hitachi-acquisition.html
Jul 10, 11:33YageoとShibauraの合併交渉が台北で行われ、買収戦略の大幅な転換を示しているYageo-Shibaura merger talks shift to Taipei, signaling strategic pivot in acquisition pushhttps://www.digitimes.com/news/a20250710PD207/yageo-passive-component-acquisition-taipei.html
Jul 10, 10:42MediaTekは世界の自動車市場の成長を見込み、インド市場に注力、20%の導入シェアを目指すMediaTek bets on India for global automotive growth, targets 20% deployment sharehttps://www.digitimes.com/news/a20250710VL205/mediatek-automotive-growth-market-skoda.html
Jul 10, 09:40米国の関税施策が、変動する貿易環境の中で台湾の重要な技術輸出を脅かしているUS tariff plans threaten Taiwan’s key tech exports amid shifting trade dynamicshttps://www.digitimes.com/news/a20250710PD205/taiwan-semiconductors-exports-tariffs-growth-2025.html
wccftech
2025-07-11Sucker Punchが新たな『Ghost Of Yotei』のゲームプレイ詳細に迫り、限定版PS5コンソールとコントローラーを公開Sucker Punch Dives Into New Ghost Of Yotei Gameplay Details, Reveals Limited Edition PS5 Consoles And Controllershttps://wccftech.com/sucker-punch-ghost-of-yotei-gameplay-new-limited-edition-ps5-consoles-controllers/
2025-07-11Xbox、ゲームをXbox Game Passに追加するために5万ドルから5000万ドルを費やしていると報じられるXbox Reportedly Spends Anywhere From $50K To $50M To Get Games Onto Xbox Game Passhttps://wccftech.com/xbox-spends-50k-50m-to-get-games-onto-xbox-game-pass/
2025-07-11SpaceXとNASA、歴史的な6度目のCrew Dragon再飛行に向け準備万端!SpaceX & NASA Gear Up For Historic 6th Re-flight Of Crew Dragon Spacecraft!https://wccftech.com/spacex-nasa-gear-up-for-historic-6th-re-flight-of-crew-dragon-spacecraft/
2025-07-11AIがミッキーとマーベルを狙う:ディズニーのボブ・アイガー、ホワイトハウスに対峙しハリウッドが創造的窃盗を阻止し未来を守るために団結AI Is Coming For Mickey And Marvel: Disney’s Bob Iger Confronts The White House As Hollywood Rallies To Stop Creative Theft And Save Its Futurehttps://wccftech.com/ai-is-coming-for-mickey-and-marvel-disneys-bob-iger-confronts-the-white-house-as-hollywood-rallies-to-stop-creative-theft-and-save-its-future/
2025-07-11インテルCEOのリップ・ブ・タン、競合に遅れをとっていることを認め、立て直しは困難なマラソンだと語ると報じられるIntel CEO Lip-Bu Tan Reportedly Admits to Falling Behind the Competition, Saying That Turnaround Would be a Difficult Marathonhttps://wccftech.com/intel-ceo-lip-bu-tan-admits-to-falling-behind-the-competition/
2025-07-11クラフトン、Subnautica 2の遅延をSubnautica開発者の創業者たちの『役割放棄』が原因と非難Krafton Blames Subnautica Dev Founders For Subnautica 2 Delay, Claims They “Abandoned” Their Roleshttps://wccftech.com/krafton-blames-founders-subnautica-2-delay/
2025-07-11AMD Ryzen『Zen 6』CPUサンプルが既に配布済み、CCDごとのコア数を増やした『進化型』アーキテクチャと新たな『デュアル』IMC設計を採用AMD Ryzen “Zen 6” CPU Samples Already Distributed, Architecture To Be A “Evolution” With More Cores Per CCD, New “Dual” IMC Designhttps://wccftech.com/amd-ryzen-zen-6-cpu-samples-distributed-architecture-evolution-more-cores-per-ccd-new-dual-imc-design/
2025-07-11Team Asobi、さらに新たなAstro Botレベルを追加し、象徴的な2つのキャラクターがCameo Botのラインナップに加入Team Asobi Adds Another Batch Of Astro Bot Levels, And Two Iconic Characters Finally Join The Roster Of Cameo Botshttps://wccftech.com/team-asobi-astro-bot-dlc-levels-iconic-characters-cameo-bot/
2025-07-11SWERYとSUDA51による新作『HOTEL BARCELONA』が9月に発売HOTEL BARCELONA, The New Game from SWERY and SUDA51, Is Out in Septemberhttps://wccftech.com/hotel-barcelona-out-in-september/
2025-07-11GeForce RTX 5060、定価下回る価格に;279ドルという驚きの安値で入手可能GeForce RTX 5060 Drops Below MSRP; Get One For As Low As $279https://wccftech.com/geforce-rtx-5060-drops-below-msrp-get-one-for-as-low-as-279/
2025-07-11SpaceXのStarlink利益は、Starshipショーに必要な資金を賄うには不足しているSpaceX’s Starlink Profit Isn’t Enough To Fund Starship Show Financial Statementshttps://wccftech.com/spacexs-starlink-profit-isnt-enough-to-fund-starship-show-purported-financial-statements/
2025-07-11SAG-AFTRA会員が新IMA契約を承認し、ビデオゲーム声優のストライキが正式に終了SAG-AFTRA Members Have Approved The New IMA Contract, Officially Ending Video Game Voice Actor Strikehttps://wccftech.com/sag-aftra-members-approved-new-ima-contract-ending-video-game-voice-actor-strike/
2025-07-11Micro Centerの最安CPUセール:Ryzen 9950X3Dが599ドル、Ryzen 9800X3Dが399ドルのみ;インテルCPUも大幅ディスカウント中Best CPU Deals From Micro Center: Ryzen 9950X3D For Just $599 And Ryzen 9800X3D For Only $399; Intel CPUs Got Huge Discounts Toohttps://wccftech.com/best-cpu-deals-from-micro-center-ryzen-9950x3d-for-599/
2025-07-11MetaがAppleのAIモデル担当役員を採用するのに成功した秘密は、2億ドルのサイニングボーナスであり、これはティム・クックの昨年の報酬を上回る額Meta’s Secret Of Successfully Hiring Apple’s AI Models Executive Was A $200 Million Signing Bonus, An Amount That Exceeds Tim Cook’s Compensation For Last Yearhttps://wccftech.com/meta-successfully-lured-apple-ai-models-executive-with-a-200-million-signing-bonus/
2025-07-11OpenAIがJony Iveのio Productsを65億ドルで買収、画面なしで文脈を理解するAIデバイスがあなたのiPhoneに静かに取って代わる未来を予感させるOpenAI’s $6.5 Billion Acquisition Of Jony Ive’s io Products Sets Stage For Screenless, Context-Aware AI Device To Quietly Replace Your iPhonehttps://wccftech.com/openais-6-5-billion-acquisition-of-jony-ives-io-products-sets-stage-for-screenless-context-aware-ai-device/
2025-07-11KTCが100ドル未満で最速のゲーミングモニター『H24F7』を発売、最安値で240Hzリフレッシュレートを実現KTC Releases Fastest Gaming Monitor Under $100: Meet H24F7 Bringing 240Hz Refresh Rate For The Cheapest Pricehttps://wccftech.com/ktc-releases-fastest-gaming-monitor-under-100-meet-h24f7-bringing-240hz-refresh-rate-for-the-cheapest-price/
2025-07-11GALAX GeForce RTX 5060 EX 8GBグラフィックスカードレビュー ― コンパクトな2ファン、RGB照明付きクーラーを搭載した定価モデルGALAX GeForce RTX 5060 EX 8 GB Graphics Card Review – MSRP Model With Compact, Dual-Fan, RGB-Lit Coolerhttps://wccftech.com/review/galax-geforce-rtx-5060-ex-8-gb-graphics-card-review-msrp-model-with-compact-dual-fan-rgb-lit-cooler/
2025-07-11EA、『Need For Speed: Rivals』のオンラインサポートを2025年10月に終了EA Is Ending Online Support For Need For Speed: Rivals In October 2025https://wccftech.com/ea-endings-need-for-speed-rivals-online-support-october-2025/
2025-07-10ドンキーコング・バナンザの開発は初代Switchで始まったが、ゲームの核となるメカニクスの最適な実装はNintendo Switch 2で実現されるだろうDonkey Kong Bananza Development Began On The Original Switch, But The Best Implementation of the Game’s Core Mechanics Would Be On Nintendo Switch 2https://wccftech.com/donkey-kong-bananza-development-nintendo-switch-2/
2025-07-10AppleのOLEDディスプレイ搭載iPhone Foldが生産段階に入り、同社は来年大注目の発売に向け、SamsungのGalaxy Z Fold 7と競合する準備を進めるApple’s iPhone Fold With OLED Display Nears Production As Company Prepares To Compete Against Samsung’s Galaxy Z Fold 7 In Next Year’s Highly Anticipated Launchhttps://wccftech.com/apple-iphone-fold-oled-display-production-almost-ready-ahead-of-launch/
2025-07-10Of Ash and Steelプレイテストハンズオンプレビュー ― 長く険しい旅の始まりOf Ash and Steel Playtest Hands-On Preview – A Very Long Journey Aheadhttps://wccftech.com/of-ash-and-steel-playtest-hands-on-preview-a-very-long-journey-ahead/
2025-07-10MSI B850MPOWERマザーボード、新機能満載の『伝説の』黄テーマBIOSを搭載MSI B850MPOWER Motherboard To Feature “Legendary” Yellow-Themed BIOS With New Featureshttps://wccftech.com/msi-b850mpower-motherboard-legendary-yellow-themed-bios-new-features/
2025-07-10Subnautica 2の遅延が確認され、Kraftonはその決定が契約上または財政上の要因に左右されたものではないと主張Subnautica 2 Delay Confirmed, Krafton Claims Delay Decision “Was Not Influenced By Any Contractual Or Financial Considerations”https://wccftech.com/subnautica-2-delay-confirmed-krafton-claims-delay-decision-was-not-influenced-by-any-contractual-or-financial-considerations/
2025-07-10GeForce NOW、新進気鋭の協力プレイゲーム『PEAK』をライブラリに追加GeForce NOW Adds Hit Co-Op Game PEAK to Its Libraryhttps://wccftech.com/geforce-now-adds-hit-co-op-game-peak/
2025-07-10Philipsが最も安価なデュアルモードゲーミングモニター『Evnia 27M2N3800A』を発売、4K@160HzとFHD@320Hzモードを320ドル以下で実現Philips Launched One Of The Cheapest Dual-Mode Gaming Monitor: Evnia 27M2N3800A With 4K@160Hz And FHD@320Hz Modes Under $320https://wccftech.com/philips-launches-evnia-27m2n3800a-dual-mode-monitor/
2025-07-10NVIDIA CEOジェンセン・ファン、米国がAIチップ輸出に対する規制強化を検討する中、中国を訪問へNVIDIA CEO Jensen Huang to Visit China At a Time When The U.S. Is Weighing to Impose Tighter Curbs on AI Chip Exportshttps://wccftech.com/nvidia-ceo-jensen-huang-to-visit-china/
2025-07-10あるアナリスト、Q3ではTesla株価が上昇、Q4では下落すると予想This Analyst Sees Tesla Popping In Q3 And Dropping In Q4https://wccftech.com/this-analyst-sees-tesla-popping-in-q3-and-dropping-in-q4/
2025-07-10一部でNintendo Switch 2発売を台無しにした悪名高いステープラーが、ついに手に入るようにYou Can Now Own the Infamous Stapler That Ruined the Nintendo Switch 2 Launch for Somehttps://wccftech.com/you-can-now-own-the-infamous-stapler-that-ruined-the-nintendo-switch-2-launch-for-some/
2025-07-10Cyberpunk 2077のNintendo Switch 2版とPC版の設定比較が、優れた移植品質をさらに際立たせるCyberpunk 2077 Nintendo Switch 2 PC Settings Comparison Further Highlights The Excellent Quality of the Porthttps://wccftech.com/cyberpunk-2077-nintendo-switch-2-pc-settings-excellent-port/
2025-07-10Tensor G5、Google史上最も強力なチップセットに、未発売のPixel 10 Pro Foldでテストされたリークのベンチマークが、現行のTensor G4と比べ最大36%の性能向上を示すTensor G5 Is Google’s Most Powerful Chipset To Date, Leaked Benchmark Numbers Tested On The Unreleased Pixel 10 Pro Fold Shows Up To A 36 Percent Bump Compared To The Current Tensor G4https://wccftech.com/tensor-g5-benchmark-leak-shows-up-to-36-percent-performance-boost-over-tensor-g4/
2025-07-10Intel第14世代およびCore Ultra 200Sの限定オファーバンドルがNeweggで開始、各プロセッサに無料のAIO/SSD/RAMと2タイトルのトリプルAゲームが付属Intel 14th Gen And Core Ultra 200S Limited Offer Bundles Are Live On Newegg: Free AIO/SSD/RAM And Two Triple-A Titles For Free With Each Processorhttps://wccftech.com/intel-14th-gen-and-core-ultra-200s-limited-offer-bundles-are-live-on-newegg/
2025-07-10Marvelの『Blade』ゲーム、財務資料によると2024年末に生産段階に入ったのみMarvel’s Blade Game Only Entered in Production in Late 2024, According to a Financial Documenthttps://wccftech.com/marvels-blade-production-late-2024/
2025-07-10AppleのiPhone 17 Air、A19 Proチップ搭載でデビューするも5コアGPUに格下げされ、iPhone 17 Proに搭載の6コアGPUに比べグラフィックパフォーマンスが劣るApple’s iPhone 17 Air To Debut With A19 Pro Chip But Downgraded To 5-Core GPU, Delivering Weaker Graphics Performance Than The Full 6-Core GPU Found In The iPhone 17 Prohttps://wccftech.com/iphone-17-air-a19-pro-chip-with-fewer-gpu-cores-performance/
2025-07-10JEDEC、モバイルデバイスの性能と効率を向上させるLPDDR6を発表JEDEC Introduces LPDDR6 For Improved Performance And Efficiency On Mobile Deviceshttps://wccftech.com/jedec-introduces-lpddr6-for-improved-performance-and-efficiency/
2025-07-10Minecraftのクリエイター、ゲームを買うことが購入でなければ、海賊版利用は窃盗ではないと語るMinecraft Creator Says That If Buying a Game Is Not a Purchase, Then Pirating It Is Not Thefthttps://wccftech.com/minecraft-creator-buying-game-purchase-pirating-not-theft/
日経 Tech Foresight
2025-07-11Amazon、米新興と巨大分散スパコン AI半導体で新手法https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC089IB0Y5A700C2000000
2025-07-11東京科学大など、CO2-メタノール変換にa-IGZO 高効率https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0920Y0Z00C25A7000000
2025-07-11TSMC・サムスン有力視、次世代メモリーにIGZO 30年代https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC100BZ0Q5A710C2000000
2025-07-10Google、電力逼迫のAIサーバー効率化 半導体に電源もhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC097PC0Z00C25A7000000
2025-07-10分子研など、ねじれ分子で3D電気伝導 有機半導体にhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC091PM0Z00C25A7000000
2025-07-10キヤノンなど4社、ナノインプリント実るか 開発20年https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0805E0Y5A700C2000000
マイナビニュース テックプラス
2025-07-10ロームが半導体製造工程に量子技術を活用、セットアップ時のロスを40%削減https://news.mynavi.jp/techplus/article/20250710-3376216/
2025-07-10村田製作所、1005Mサイズで静電容量47μFの積層セラミックコンデンサを発表https://news.mynavi.jp/techplus/article/20250710-3376087/
2025-07-10GFがMIPSを買収、AIとコンピューティング能力の強化が目的https://news.mynavi.jp/techplus/article/20250710-3375928/
TrendForce
2025-07-10強い台湾ドルがファウンドリ部門を直撃、TSMCの6月収益が前月比17.7%急落TSMC Revenue Plunges 17.7% MoM in June as Strong Taiwan Dollar Hits Foundry Sectorhttps://www.trendforce.com/news/2025/07/10/news-tsmc-revenue-plunges-17-7-mom-in-june-as-strong-taiwan-dollar-hits-foundry-sector/
2025-07-10Intelの厳しい警告:CEOが同社はもはやトップ10のチップメーカーではないと報じられるIntel’s Harsh Wake-Up Call: CEO Reportedly Says It’s No Longer a Top 10 Chipmakerhttps://www.trendforce.com/news/2025/07/10/news-intels-harsh-wake-up-call-ceo-reportedly-says-its-no-longer-a-top-10-chipmaker/
2025-07-10中国のEDA統合が難航、EmpyreanがXpeedic買収を撤回Chinese EDA Consolidation Falters as Empyrean Drops Xpeedic Acquisitionhttps://www.trendforce.com/news/2025/07/10/news-chinese-eda-consolidation-falters-as-empyrean-drops-xpeedic-acquisition/
2025-07-10TSMC、2028年に米国で先進パッケージング工場の着工へ 初はSoICからTSMC Reportedly to Break Ground on U.S. Advanced Packaging Plants in 2028, Starting with SoIChttps://www.trendforce.com/news/2025/07/10/news-tsmc-reportedly-to-break-ground-on-u-s-advanced-packaging-plants-in-2028-featuring-soic-copos/
2025-07-10Cadence、Samsung Foundryとの連携拡大へCadence to Expand Collaboration with Samsung Foundryhttps://www.trendforce.com/news/2025/07/10/news-cadence-to-expand-collaboration-with-samsung-foundry/
Semiconductor Digest
5 hours agoSmartkem、Manz Asiaとの暫定共同開発契約を発表Smartkem Announces Preliminary Joint Development Agreement with Manz Asiahttps://www.semiconductor-digest.com/smartkem-announces-preliminary-joint-development-agreement-with-manz-asia/
5 hours agoBuck Institute、次世代AIモデリングプラットフォームのパイオニアとなるためのDARPA契約を受注Buck Institute Awarded DARPA Contract to Pioneer Next-Gen AI Modeling Platformhttps://www.semiconductor-digest.com/buck-institute-awarded-darpa-contract-to-pioneer-next-gen-ai-modeling-platform/
6 hours agoTECHCET、2025年にスパッタリングターゲットの収益がほぼ9%増加すると予測TECHCET Projects Sputtering Target Revenues Rising Nearly 9% in 2025https://www.semiconductor-digest.com/techcet-projects-sputtering-target-revenues-rising-nearly-9-in-2025/
6 hours agoNvidia、史上初の4兆ドルの時価総額を達成。これはテクノロジー覇権におけるAIチップ部門の中心的役割を示すNvidia’s Historic $4 Trillion Market Cap Highlights AI Chip Sector’s Central Role in Tech Supremacyhttps://www.semiconductor-digest.com/nvidias-historic-4-trillion-market-cap-highlights-ai-chip-sectors-central-role-in-tech-supremacy/
6 hours agoArcher、量子コンピューティングプラットフォームでの潜在的利用を見据え、極低温TMRセンサー機能を実証Archer Demonstrates Cryogenic TMR Sensor Functionality for Potential Use Across Quantum Computing Platformshttps://www.semiconductor-digest.com/archer-demonstrates-cryogenic-tmr-sensor-functionality-for-potential-use-across-quantum-computing-platforms/
6 hours agoNordson Test & Inspection、流通業者smartTec Nordic A/Sとのパートナーシップを拡大Nordson Test & Inspection Expands Partnership with Distributor smartTec Nordic A/Shttps://www.semiconductor-digest.com/nordson-test-inspection-expands-partnership-with-distributor-smarttec-nordic-a-s/
日本経済新聞
2025-07-11NY株ハイライト AIと景気楽観が支え、相場の「カギ」握るのは企業決算https://www.nikkei.com/article/DGXZQOFL10D320Q5A710C2000000/
2025-07-11「外圧利下げ」は株高要因か、拭えぬ逆効果リスクhttps://www.nikkei.com/article/DGXZQOGN10DT60Q5A710C2000000/
2025-07-11専門商社リョーサン、デジタルマーケ導入で案件数2.2倍https://www.nikkei.com/article/DGXZQOUC2381C0T20C25A6000000/
2025-07-11NVIDIA、4兆ドルクラブ一番乗り AIの「黒子」が呼んだ地殻変動https://www.nikkei.com/article/DGXZQOGN09DVU0Z00C25A7000000/
2025-07-11TSMC、4〜6月売上高38.6%増で過去最高 AI向け好調https://www.nikkei.com/article/DGXZQOGM09AYC0Z00C25A7000000/
2025-07-11日経平均株価終値174円安 すれ違うNVIDIAと東京エレクトロンhttps://www.nikkei.com/article/DGXZQOUB101A4TQ5A710C2000000/
2025-07-11サムスン「Galaxy」、AIスマホ進化アピール 折り畳み型新機種を公開https://www.nikkei.com/article/DGXZQOGM082RG0Y5A700C2000000/
2025-07-11NVIDIA4兆ドル到達 、 ブラックロックCEO「米株に強気」https://www.nikkei.com/article/DGXZQOCD2402S0U5A620C2000000/
2025-07-11日本触媒、中国でEV向け電池材増産 30年度に8倍強の1万トン超にhttps://www.nikkei.com/article/DGXZQOUF091NH0Z00C25A6000000/
2025-07-11李在明韓国政権、トランプ関税で日本と並んだ「25%」の悲喜劇https://www.nikkei.com/article/DGXZQODK084Q60Y5A700C2000000/
ダイヤモンドオンライン
Jul 10 19:55早慶上理の新卒者を多く採用している企業ランキング【300社】9位EYコンサル、4位フジテレビ、1位は?大学別内訳も公開https://diamond.jp/articles/-/368326
Jul 9 21:00転売ヤーに風俗嬢…税務署員の「無届副業」より深刻な「報じられない問題」とは【元国税調査官が明かす】https://diamond.jp/articles/-/366969
Jul 9 20:22パナソニック社員による「不満投稿」を日立、ソニーと徹底比較!組織風土改革は道半ば?https://diamond.jp/articles/-/368228
Jul 9 20:10ハウスメーカーの給料ランキング【主要8社】5位積水ハウス、4位住友林業、トップ3は?入社5年で「年収1000万円超」の企業も!https://diamond.jp/articles/-/368053
Jul 9 20:00テルモ、オリンパス、シスメックス…【医療機器業界の5年後大予測】優勝劣敗で序列激変!逆風下で生き延びる企業の条件とは?https://diamond.jp/articles/-/368253
Jul 9 19:40【人気特集】セブン&アイ、イオン、ファーストリテイリング、三井不動産、三菱地所、住友不動産、東急不動産の年収「得をした世代」は?【5世代20年間の推移を独自試算】https://diamond.jp/articles/-/367998
Tom’s Hardware
2025-07-10 22:05新CEOリップ・ブー・タンによると、インテルはもはやトップ10の半導体メーカーではなくなったIntel is not a top 10 chipmaker anymore, according to new CEO Lip-Bu Tanhttps://www.tomshardware.com/tech-industry/intel-ceo-says-its-too-late-for-them-to-catch-up-with-ai-competition-claims-intel-has-fallen-out-of-the-top-10-semiconductor-companies-as-the-firm-lays-off-thousands-across-the-world
2025-07-10 21:25ビットコイン・デポは27,000人の暗号通貨ATM利用者に対して個人情報が流出したと伝えたが、進行中の調査のため開示を1年間遅らせたBitcoin Depot tells 27,000 crypto ATM customers that it leaked their personal information, but waited a year to disclose due to an ongoing investigationhttps://www.tomshardware.com/tech-industry/cyber-security/bitcoin-depot-tells-27-000-crypto-atm-customers-that-it-leaked-their-personal-information-but-waited-a-year-to-disclose-due-to-an-ongoing-investigation
2025-07-10 20:29AIマルウェアがMicrosoft Defenderを回避できるように ― オープンソースの大規模言語モデルが3か月の訓練の結果、約8%の確率で防御を突破AI malware can now evade Microsoft Defender – open-source LLM outsmarts tool around 8% of the time after three months of traininghttps://www.tomshardware.com/tech-industry/cyber-security/ai-malware-can-now-evade-microsoft-defender-open-source-llm-outsmarts-tool-around-8-percent-of-the-time-after-three-months-of-training
2025-07-10 19:49ウクライナはStarlinkの携帯電話直結サービスを提供する最初のヨーロッパ諸国となるUkraine to become first European country with Starlink direct to cell servicehttps://www.tomshardware.com/networking/ukraine-to-become-first-european-country-with-starlink-direct-to-cell-service-messaging-by-year-end-with-mobile-satellite-broadband-expected-mid-2026
2025-07-10 18:48ゾンビファブが中国の半導体製造の野望を蝕み、失敗により数十億ドルの損失を招いているZombie fabs plague China’s chipmaking ambitions, failures burning tens of billions of dollarshttps://www.tomshardware.com/tech-industry/semiconductors/zombie-fabs-plague-chinas-chipmaking-ambitions-failures-burning-tens-of-billions-of-dollars
2025-07-10 00:05SilverStoneの新型PCケース『Seta H2』は最大15台のHDDを搭載可能SilverStone’s new Seta H2 PC case can fit up to 15 HDDshttps://www.tomshardware.com/pc-components/pc-cases/silverstones-new-seta-h2-pc-case-can-fit-up-to-15-hdds-hefty-hard-drive-behemoth-clocks-in-at-70-liters-and-weighs-over-30-lbs-empty
2025-07-09 23:42Nvidiaが一時的に4兆ドルの時価総額を突破 ― GPUメーカーでありAIの要とも言われる同社がこの記録を初めて達成Nvidia briefly crosses $4 trillion market cap – GPU maker and AI bulwark was the first to reach the milestonehttps://www.tomshardware.com/pc-components/gpus/nvidia-is-the-first-company-to-reach-usd4-trillion-market-capitalization-crosses-milestone-briefly-on-july-9
TechPowerup
2025-07-10T20:28:32+00:00Chieftec Iceberg 360 レビューChieftec Iceberg 360 Reviewhttps://www.techpowerup.com/review/chieftec-iceberg-360-aio-liquid-cpu-cooler/
2025-07-10T18:45:29+00:00Unknown Worlds、Subnautica 2の2026年への遅延を確認、新しいゲームプレイトレーラーを公開Unknown Worlds Confirms Subnautica 2 Delay to 2026, Releases New Gameplay Trailerhttps://www.techpowerup.com/338850/unknown-worlds-confirms-subnautica-2-delay-to-2026-releases-new-gameplay-trailer
2025-07-10T18:37:24+00:00SUDOKOO、受賞歴のあるPCクーラーのプライムウィーク専用ディールを開始SUDOKOO Launches Exclusive Prime Week Deals on Award-Winning PC Coolershttps://www.techpowerup.com/338735/sudokoo-launches-exclusive-prime-week-deals-on-award-winning-pc-coolers
2025-07-10T18:29:19+00:00Razerが超軽量のDeathAdder V4 Proゲーミングマウスを発表Razer Unveils the Ultra-Lightweight DeathAdder V4 Pro Gaming Mousehttps://www.techpowerup.com/338849/razer-unveils-the-ultra-lightweight-deathadder-v4-pro-gaming-mouse
2025-07-10T17:51:13+00:00Naya、Naya Create モジュラー分割キーボードの発売を発表Naya Announces Availability of Naya Create Modular Split Keyboardhttps://www.techpowerup.com/338848/naya-announces-availability-of-naya-create-modular-split-keyboard
2025-07-10T17:05:09+00:00TSMC、アリゾナの工場向けにCoPoSとSoICの先進パッケージングを計画TSMC Plans CoPoS and SoIC Advanced Packaging for Arizona Fabhttps://www.techpowerup.com/338847/tsmc-plans-copos-and-soic-advanced-packaging-for-arizona-fab
2025-07-10T13:13:47+00:00NVIDIA GeForce NOWに新タイトル追加、Tony Hawk’s Pro Skater 3および4も近日登場NVIDIA GeForce NOW Gets New Games, Tony Hawk’s Pro Skater 3 + 4 Coming Soonhttps://www.techpowerup.com/338843/nvidia-geforce-now-gets-new-games-tony-hawks-pro-skater-3-4-coming-soon
2025-07-10T13:06:17+00:00TSMC、通貨および関税の低迷の中で2025年第2四半期に記録的な収益を発表TSMC Announces Record Q2-2025 Revenue Amidst Currency and Tariff Slumphttps://www.techpowerup.com/338841/tsmc-announces-record-q2-2025-revenue-amidst-currency-and-tariff-slump
2025-07-10T12:40:14+00:00Apple、M4 SoC搭載のVision Pro 2アップグレードを計画Apple Plans Vision Pro 2 Upgrade with M4 SoC Insidehttps://www.techpowerup.com/338839/apple-plans-vision-pro-2-upgrade-with-m4-soc-inside
2025-07-10T12:26:49+00:00DrunkDeer、新型A75 Ultra HEキーボードシリーズを発売DrunkDeer Releases New A75 Ultra HE Keyboard Serieshttps://www.techpowerup.com/338836/drunkdeer-releases-new-a75-ultra-he-keyboard-series
2025-07-10T11:38:46+00:00Philips、新型Evnia 27M2N3800Aゲーミングモニター(デュアルモード搭載)を発表Philips Unveils New Evnia 27M2N3800A Gaming Monitor With Dual Modehttps://www.techpowerup.com/338833/philips-unveils-new-evnia-27m2n3800a-gaming-monitor-with-dual-mode
2025-07-10T10:15:32+00:00MSI、選定されたVeloxおよびMEG PSUモデルと共にWuchang: Fallen Feathersをバンドル販売MSI Bundles Wuchang: Fallen Feathers with Select Velox and MEG PSU Modelshttps://www.techpowerup.com/338831/msi-bundles-wuchang-fallen-feathers-with-select-velox-and-meg-psu-models
2025-07-10T08:27:04+00:00中国、36のデータセンターにわたって11万5000台のNVIDIA AI GPUの配備を計画China Plans to Deploy 115,000 NVIDIA AI GPUs Across 36 Data Centershttps://www.techpowerup.com/338828/china-plans-to-deploy-115-000-nvidia-ai-gpus-across-36-data-centers
2025-07-10T08:14:14+00:00Alphacool、バックプレート付きのCore GeForce RTX 5080および5070 TiソリッドコアFCブロックを発売Alphacool Releases Core GeForce RTX 5080 and 5070 Ti Solid Core FC Block with Backplatehttps://www.techpowerup.com/338826/alphacool-releases-core-geforce-rtx-5080-and-5070-ti-solid-core-fc-block-with-backplate
2025-07-10T07:32:27+00:00欧州のHPCプロセッサ「Rhea1」、テープアウト完了も発売は2026年に延期European HPC Processor “Rhea1” Tapes Out, Launch Delayed to 2026https://www.techpowerup.com/338824/european-hpc-processor-rhea1-tapes-out-launch-delayed-to-2026
2025-07-10T05:10:57+00:00ゲーム業界の俳優たち、大手ゲームスタジオとの新契約でSAG-AFTRAの11ヶ月に及ぶストライキを終結し大勝利Gaming Actors Score Massive Win as SAG-AFTRA Close Out 11-Month Strike With New Contract With Major Game Studioshttps://www.techpowerup.com/338821/gaming-actors-score-massive-win-as-sag-aftra-close-out-11-month-strike-with-new-contract-with-major-game-studios
EETimes Taiwan
2025-07-10AIデータセンターの電源課題を解決解決AI資料中心電源挑戰https://www.eettaiwan.com/20250711ta31-solving-power-challenges-in-ai-data-centers/
2025-07-10エージェントネットワーク:AI応用拡大への次の一歩代理智慧網路:拓展AI應用的下一步https://www.eettaiwan.com/20250710nt51-the-internet-of-agents-the-next-step-to-expanding-ai-use/
2025-07-10第1四半期、蜂巣型IoTモジュール出荷量が前年比16%増加第一季蜂巢式物聯網模組出貨量年增16%https://www.eettaiwan.com/20250710nt21-2025-q1-cellular-iot-module-shipment/
2025-07-09Wolfspeed、再起を試みる 7.5億CHIPS補助金はまだ承認待ちWolfspeed拼重生 7.5億CHIPS補助尚待拍板https://www.eettaiwan.com/20250709nt01-wolfspeed-may-emerge-from-bankruptcy-with-chips-act-help/
2025-07-09IntelのEMIB封装技術はAIチップの未来になるのか?Intel EMIB封裝技術會成為AI晶片的未來嗎?https://www.eettaiwan.com/20250709nt61-will-intel-emib-packaging-technology-become-the-future-of-ai-chips/
2025-07-09第1四半期、スマートフォン生産台数が2.89億台に達する第一季智慧型手機生產量達2.89億支https://www.eettaiwan.com/20250709nt21-2025-q1-smartphone-shipment/
EETimes Asia
2025-07-10GWインステックのスマート測定ポートフォリオが次世代産業試験を加速GW Instek Smart Measurement Portfolio Accelerates Next-Gen Industrial Testinghttps://www.eetasia.com/gw-instek-smart-measurement-portfolio-accelerates-next-gen-industrial-testing/
2025-07-102025年、世界のAIサーバー出荷は二桁成長を維持すると予測されるGlobal AI Server Shipments Forecast to Maintain Double-digit Growth in 2025https://www.eetasia.com/global-ai-server-shipments-forecast-to-maintain-double-digit-growth-in-2025/
2025-07-10ポリマテック・エレクトロニクスでアレン・ネジャが最高イノベーション責任者兼新製品開発部門長に就任Allen Nejah Appointed Chief Innovation Officer, Head of NPD at Polymatech Electronicshttps://www.eetasia.com/allen-nejah-appointed-chief-innovation-officer-head-of-npd-at-polymatech-electronics/
2025-07-10エッジAIがタイとベトナムの工場成長を促進する5つの方法5 Ways Edge AI Is Driving Factory Growth in Thailand and Vietnamhttps://www.eetasia.com/5-ways-edge-ai-is-driving-factory-growth-in-thailand-and-vietnam/
2025-07-09Nothing社がヘッドフォンとイヤーバッド向け没入型空間オーディオにCevaを採用Nothing Taps Ceva for Immersive Spatial Audio in Headphones, Earbudshttps://www.eetasia.com/nothing-taps-ceva-for-immersive-spatial-audio-in-headphones-earbuds/
2025-07-09Nota AIとルネサスがRA8P1 MCU向けドライバーモニタリングAIで協業Nota AI and Renesas Collaborate on Driver Monitoring AI for RA8P1 MCUhttps://www.eetasia.com/nota-ai-and-renesas-collaborate-on-driver-monitoring-ai-for-ra8p1-mcu/
2025-07-09SEMIとLinx Consultingがウェーハファブ材料に関する四半期報告書を発表SEMI and Linx Consulting Launch Wafer Fab Materials Quarterly Reporthttps://www.eetasia.com/semi-and-linx-consulting-launch-wafer-fab-materials-quarterly-report/
2025-07-09チップレットはTCOをプラスにするためにエコシステムが必要Chiplets Need Ecosystem to Deliver Positive TCOhttps://www.eetasia.com/chiplets-need-ecosystem-to-deliver-positive-tco/
2025-07-09ハイブリッドマトリックスLEDドライバー技術Hybrid Matrix LED Driver Technologyhttps://www.eetasia.com/hybrid-matrix-led-driver-technology/
EETimes India
2025-07-10Microchip、Nippon Chemi-Con、NetVisionが初のASA-MLカメラプラットフォームを開発Microchip, Nippon Chemi-Con, NetVision Develop First ASA-ML Camera Platformhttps://www.eetindia.co.in/microchip-nippon-chemi-con-netvision-develop-first-asa-ml-camera-platform/
2025-07-09ST社が次世代非接触決済ソリューション「STPay-Topaz-2」を開始ST Launches STPay-Topaz-2 Next-gen Contactless-payment Solutionhttps://www.eetindia.co.in/st-launches-stpay-topaz-2-next-gen-contactless-payment-solution/
2025-07-09ルネサスの最新GaN FETが高密度電力変換を実現Renesas’ Latest GaN FETs Enable High-density Power Conversionhttps://www.eetindia.co.in/renesas-latest-gan-fets-enable-high-density-power-conversion/
2025-07-09半導体ナノレーザーの画期的進展により、超高効率の光学技術が実現する可能性があるSemiconductor Nanolaser Breakthroughs Could Lead to Ultra-Efficient Optical Technologieshttps://www.eetindia.co.in/semiconductor-nanolaser-breakthroughs-could-lead-to-ultra-efficient-optical-technologies/
2025-07-09Tata ElxsiがInfineonと提携し、インドにおけるEV革新を加速Tata Elxsi Partners with Infineon to Accelerate EV Innovation in Indiahttps://www.eetindia.co.in/tata-elxsi-partners-with-infineon-to-accelerate-ev-innovation-in-india/
ZDNET Korea
2025-07-11サムエレコ、AI事業部発足…米国にハマースペースソリューションを供給삼우에레코, AI 사업부 출범…美 해머스페이스 솔루션 공급https://www.zdnet.co.kr/20250711055517%22%20title=%22
2025-07-11病院診療から自宅へ…サムスン『AIヘルスコーチ』、年内に米国発売병원진료 집으로…삼성 ‘AI 헬스코치’ 연내 美 출시https://www.zdnet.co.kr/20250710233549%22%20title=%22
2025-07-11イーロン・マスク「チャットボット・グロック、まもなくテスラ車に搭載」일론 머스크 “챗봇 그록, 곧 테슬라 차량에 탑재”https://www.zdnet.co.kr/20250711002345%22%20title=%22
2025-07-10KISAのイム・ヨンチョル研究委員、UNシーファクト・リポーターに選出KISA 임영철 연구위원 UN씨팩트 라포터 선출https://www.zdnet.co.kr/20250710230956%22%20title=%22
2025-07-10セキュリオンのユ・ドンフン代表、情報保護に貢献し、科学技術情報通信部大臣賞を受賞시큐리온 유동훈 대표, 정보보호 유공 과기정통부 장관상 수상https://www.zdnet.co.kr/20250710230021%22%20title=%22
2025-07-10クラウドセキュリティ企業ジ스케일러、韓国進出…ソリューション発売클라우드 보안기업 지스케일러 한국 진출…솔루션 출시https://www.zdnet.co.kr/20250710225149%22%20title=%22
2025-07-10中小企業部、AXスタートアップの育成…90社を選定・支援중기부, AX 스타트업 육성…90곳 선정 지원https://www.zdnet.co.kr/20250710212440%22%20title=%22
2025-07-10サラリーマンの半数が他社を調査…転職成功の要因は?직장인 절반은 다른 회사 알아봤다…이직 성공 요인은?https://www.zdnet.co.kr/20250710212023%22%20title=%22
2025-07-10『移民処』の新設が本格化…オープンノール、グローバル人材キャリア支援体制の構築を加速‘이민처’ 신설 본격화…오픈놀, 글로벌인재 커리어 지원체계 구축 박차https://www.zdnet.co.kr/20250710205050%22%20title=%22
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