TOC
Main News
- Japan’s Rapidus has started 2nm chip prototyping and aims for volume production in 2027. This is an important milestone in the revival of Japan’s semiconductor industry, which aims to catch up with TSMC and Samsung.
- TSMC accelerates deployment of 2nm technology to meet AI demand and revises its 2025 revenue forecast upward. The company’s quarterly sales reached a record $30 billion, reflecting robust demand in the AI market.
- Nvidia’s H20 chip resurgence will spike HBM demand, and SK Hynix may lose its HBM leadership by 2026. While Samsung will benefit from this surge in HBM demand, SK Hynix will face tough challenges as rivals compete to lower prices.
- Nvidia’s high-end “Blackwell Ultra” GB300 AI servers begin shipping in September. The design change will reduce strain on the supply chain and strengthen Nvidia’s supply position in the AI infrastructure market.
- China’s surge in demand for chips led to the bankruptcy of a Japanese JS foundry, and China took control of the power chip market. This was the backdrop for the stagnation of business with Taiwan, which changed the balance of power semiconductor market power structure.
- Intel adds massive “Battlemage” GPU support, withdraws hybrid architecture in future CPUs (Titan Lake) and focuses on E-cores. Meanwhile, there are reports of 5,000 job cuts in the U.S., indicating a restructuring of the business.
- Economists warn that the current AI bubble is more serious than the dot-com crash. Comparing it to past bubbles that have made trillions of dollars disappear, they point out that the current overvaluation could have catastrophic consequences.
- Synopsys completes the acquisition of Ansys, increasing the size of the addressable market to approximately $31 billion. This is a major consolidation in the semiconductor design software industry and could impact the competitive landscape of the market.
- The U.S. government approves Nvidia and AMD’s chip sales to China. This keeps the U.S.-China AI strategy in balance, and will be closely watched for future semiconductor export restrictions.
- Details of the AMD Zen 6 “Magnus” APU, said to be for the PlayStation 6 and next-generation Xbox, have leaked. It may feature 11 CPU cores and a 384-bit memory bus, which will have a significant impact on the performance of future game consoles.
News List
投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
---|---|---|---|
DIGITIMES | |||
Jul 18, 16:27 | H20の復活がHBMの需要急増を呼び、サムスンが恩恵を受ける | H20 comeback sparks rush for HBM with Samsung set to benefit | https://www.digitimes.com/news/a20250718PD223/nvidia-hbm-samsung-sk-hynix-demand.html |
Jul 18, 17:14 | Rapidus、2nmチップの試作品を披露し、2027年の量産を狙う | Rapidus showcases 2nm chip prototypes, eying 2027 mass production | https://www.digitimes.com/news/a20250718PD228/rapidus-production-2nm-2027-chips.html |
Jul 18, 16:50 | 中国のチップ需要急増が台湾取引の停滞を背景に日本のJSファウンドリを倒産に追い込む | China’s chip surge pushes Japan’s JS Foundry into bankruptcy after Taiwan deal stalls | https://www.digitimes.com/news/a20250716PD218/bankruptcy-taiwan-power-semiconductors-sic-fab.html |
Jul 18, 16:24 | マレーシアのチップ拠点は成長するも、現地企業は主導権取得に苦戦 | Malaysia’s chip hub grows but local players struggle to take control | https://www.digitimes.com/news/a20250718PD216/intel-talent-technology-ic-design-taiwan.html |
Jul 18, 14:36 | TSMC、AI需要に応えるため2nm技術の展開を加速 | TSMC to step up 2nm deployment to meet AI demand | https://www.digitimes.com/news/a20250718PD217/tsmc-2nm-demand-arizona-kumamoto-fab.html |
Jul 18, 16:52 | SKハイニックス、ライバルの値下げ競争で2026年までにHBMの王座を失う可能性 | SK Hynix may lose HBM crown by 2026 as rivals trigger price showdown | https://www.digitimes.com/news/a20250718PD226/sk-hynix-hbm4-samsung-2026.html |
Jul 18, 16:34 | NvidiaのAIチップの中国向け輸出承認には、見えざる背景が存在する | US approval of Nvidia AI chip exports to China more than meets eye | https://www.digitimes.com/news/a20250718PD218/nvidia-exports-ai-chip-shipments-chips.html |
Jul 18, 15:22 | InPsytech、3D異種統合向けUCIe 2.0準拠のSoIC設計を最終決定 | InPsytech finalizes UCIe 2.0 compliant SoIC design for 3D heterogeneous integration | https://www.digitimes.com/news/a20250716PD241/inpsytech-soic-design-3d-ucie.html |
Jul 18, 15:21 | Ichia、利益が40%増加し、Kulim工場は2025年第4四半期に稼働へ | Ichia posts 40% profit surge, Kulim plant set to launch in 4Q25 | https://www.digitimes.com/news/a20250716PD238/ichia-automotive-revenue-demand.html |
Jul 18, 15:20 | TSMC、マクロ経済の逆風を乗り越えAI需要で2025年の収益予測を上方修正 | TSMC raises 2025 revenue forecast on AI demand despite macro headwinds | https://www.digitimes.com/news/a20250718PD219/tsmc-ai-demand-outlook-revenue-2025.html |
Jul 18, 15:08 | Pegatron会長、インドネシアの関税引き下げを評価し、米中間のAI戦略のバランスを訴える | Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy | https://www.digitimes.com/news/a20250718PD221/pegatron-indonesia-tariffs-exports-us-china-trade-war.html |
Jul 18, 12:38 | 国内ライバルの台頭で信頼回復が急務、Nvidiaの中国再参入に懸念 | Nvidia’s return to China faces trust deficit as domestic rivals gain ground | https://www.digitimes.com/news/a20250718PD212/nvidia-china-ai-chip-ban-sales.html |
Jul 18, 12:17 | 米国、NvidiaとAMDの中国向けチップ販売を承認—トランプは大盤振る舞いへの布石か? | US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain? | https://www.digitimes.com/news/a20250717PD212/donald-trump-us-china-trade-war-nvidia-amd-chips.html |
Jul 18, 12:13 | GB300の生産が始動:Nvidiaの戦略転換がODMに安心感をもたらす | GB300 production underway: Nvidia’s strategic shift brings relief to ODMs | https://www.digitimes.com/news/a20250717PD205/nvidia-production-ai-server-supply-chain-rubin.html |
Jul 18, 11:20 | JSファウンドリの倒産により、中国がパワーチップ市場の主導権を握る | JS Foundry’s collapse hands China the keys to power chip market | https://www.digitimes.com/news/a20250717PD242/bankruptcy-power-semiconductors-market-investment-security.html |
Jul 18, 11:15 | マレーシア、外資から国産イノベーションへと歩む道 | Malaysia’s road from foreign capital to homegrown innovation | https://www.digitimes.com/news/a20250717PD222/malaysia-semiconductor-industry-packaging-investment-plant.html |
wccftech | |||
2025-07-19 | Intel、コンピュートランタイムに大規模バトルメイジ「BMG-G31」GPUサポートを追加、4つのデバイスIDが確認される | Intel Adds Big Battlemage “BMG-G31” GPU Support To Compute Runtime, Four Device IDs Spotted | https://wccftech.com/intel-adds-big-battlemage-bmg-g31-gpu-support-four-device-ids-spotted/ |
2025-07-19 | FBC:Firebreakが9月に初の大規模アップデート、Remedyは営業時間が「苛立たしい」と認識 | FBC: Firebreak Will Get Its First Major Update in September, Remedy Understands The Opening Hours Are “Frustrating” | https://wccftech.com/fbc-firebreak-major-update-september-remedy/ |
2025-07-19 | AstronomerのCEO Andy ByronとHR部門のKristin Cabot、Coldplay騒動が拡散し休職処分に。取締役会が正式調査を開始 | Astronomer CEO Andy Byron & HR Chief Kristin Cabot Have Reportedly Been Put On Leave Following The Viral Coldplay Incident, With The Company’s Board Launching A Formal Investigation | https://wccftech.com/astronomer-board-launches-investigation-andy-byron-and-kristin-cabot-put-on-leave/ |
2025-07-19 | トランプ大統領、GENIUSステーブルコイン法に正式署名。BlackRockはビットコインの5倍以上のEthereumを購入中 | President Trump Officially Signs The GENIUS Stablecoin Act Into Law, BlackRock Is Now Buying 5x More Ethereum As Bitcoin | https://wccftech.com/president-trump-officially-signs-the-genius-stablecoin-act-into-law-blackrock-is-now-buying-5x-more-ethereum-as-bitcoin/ |
2025-07-19 | Netflix、初となるTV番組『El Eternauta』で生成AIを活用。クリエイターが映画・シリーズをより良く作るための支援とコスト削減に成功 | Netflix Says It Used Generative AI In One Of Its TV Shows ‘El Eternauta’ For The First Time, Helping ‘Creators Make Films And Series Better’ While Also Saving On Costs | https://wccftech.com/netflix-used-generative-ai-in-series-titled-el-eternauta-for-the-first-time/ |
2025-07-19 | Rob Yescombe、映画『The Invisible Hours』のリマスター作業と、ハリウッド成功の中でゲーム制作を続ける理由を語る | Rob Yescombe Talks Remastering The Invisible Hours and Why He Keeps Writing Games Amid Hollywood Success | https://wccftech.com/rob-yescombe-remastering-the-invisible-hours-interview/ |
2025-07-19 | 米国の関税による影響で世界のPC出荷台数は減少すると予測されるが、AI PCブームが市場の勢いを維持 | Global PC Shipments Are Expected to Weaken With U.S. Tariffs, But the AI PC Hype Will Keep the Market Momentum Up & Running | https://wccftech.com/global-pc-shipments-are-expected-to-weaken-with-u-s-tariffs/ |
2025-07-19 | 『Tomb Raider』作曲家Peter Connelly、英国政府からの5万ドルCOVID-19融資を不正取得し服役中 | Tomb Raider Composer Peter Connelly Is Serving Jail Time “Fraudulently Obtaining” $50,000 COVID-19 Loan From UK Government | https://wccftech.com/tomb-raider-composer-peter-connelly-jail-time-covid-19-loan-fraud/ |
2025-07-19 | Saber Interactive、来週に新たな血みどろホラーゲームの発表を匂わせる。恐らく新作『Hellraiser』の可能性も | Saber Interactive Is Seemingly Teasing A New Gore-Filled Horror Game Reveal For Next Week, Potentially A New Hellraiser Game | https://wccftech.com/saber-interactive-tease-horror-game-hellraiser/ |
2025-07-19 | 『Half-Life』リメイク『Black Mesa』、RTX Remixによるパストレースで美麗な映像も、NVIDIA DLSS搭載RTX 5080使用時4Kで30FPS維持に苦戦 | Half-Life Remake Black Mesa Looks Stunning With RTX Remix Path Tracing, But Struggles to Stay Above 30 FPS on An RTX 5080 at 4K With NVIDIA DLSS Performance | https://wccftech.com/half-life-remake-black-mesa-path-tracing-30-fps-rtx-5080/ |
2025-07-18 | 『Grand Theft Auto V』、発売から約12年後の今、サウジアラビアとUAEで利用可能に | Grand Theft Auto V Is Now Available In Saudi Arabia and the UAE, Nearly 12 Years After Launch | https://wccftech.com/grand-theft-auto-v-available-in-saudi-arabia-and-uae/ |
2025-07-18 | Apple TV+プログラミング責任者、第三シーズン『Severance』は3年かからないと示唆 ― 誰もこれほど長くかかることを望んでいないが、制作開始は未定 | Apple TV+ Head Of Programming Hints That The Third Season Of Severance Will Not Take Three Years Because ‘No One Wants’ It To Take This Long, But Production Date Is Currently Undecided | https://wccftech.com/apple-tv-head-of-programming-says-severance-season-3-will-not-take-three-years/ |
2025-07-18 | 新たなRADVパッチがRDNA 4およびRDNA 3 GPUのレイトレーシング性能を大幅に向上、Quake II RTXは約14%の性能アップを記録 | New RADV Patches Reportedly Bring Significant Ray Tracing Performance Boost For RDNA 4 and RDNA 3 GPUs; Quake II RTX Reportedly Sees 14% Higher Performance | https://wccftech.com/new-radv-patches-reportedly-bring-significant-ray-tracing-performance-boost-for-rdna-4/ |
2025-07-18 | Sucker Punchのクリエイティブディレクター、「もっと『Infamous』シリーズに関わりたい」と熱望 | Sucker Punch Creative Director “Would Love To Work On More Infamous” | https://wccftech.com/sucker-punch-creative-director-love-to-work-on-infamous/ |
2025-07-18 | JPMorgan、OpenAIは2029年まで黒字化せず、投資家の期待は試されると指摘 | OpenAI Won’t Be Profitable Until 2029 & “Test” Investor Expectations, Says JPMorgan | https://wccftech.com/openai-wont-be-profitable-until-2027-test-investor-expectations-says-jpmorgan/ |
2025-07-18 | AMD Ryzen Threadripper PRO 9995WX(96コア)&9965WX(24コア)がベンチマーク測定、ハイエンドモデルがCinbench R23で173452ポイントを記録―前モデル比約60%向上 | AMD Ryzen Threadripper PRO 9995WX 96-Core & 9965WX 24-Core CPUs Benchmarked, Flagship Scores A Whopping 173452 Points In Cinbench R23 Multi-Core Test; Almost 60% Increase Over Predecessor | https://wccftech.com/amd-ryzen-threadripper-pro-9995wx-96-core-9965wx-24-core-cpus-benchmarked-flagship-scores-a-whopping-173452-points-in-cinbench/ |
2025-07-18 | FromSoftware、未発表のマルチプラットフォームプロジェクトの開発に本腰を入れていると報道 | FromSoftware Is Reportedly Deep Into The Development Of An Unannounced Multiplatform Project | https://wccftech.com/fromsoftware-unannounced-project/ |
2025-07-18 | NVIDIAのSmooth Motion機能、GeForce RTX 40 GPUで非公式に利用可能に。PUBGでは約60%のFPS向上を実現 | NVIDIA Smooth Motion Unofficially Available On GeForce RTX 40 GPUs; PUBG Sees Around 60% FPS Improvement | https://wccftech.com/nvidia-smooth-motion-unofficially-available-on-geforce-rtx-40-gpus-pubg-sees-around-60-fps-improvement/ |
2025-07-18 | 大手投資銀行、Intelの空売り投資家に対し、第2四半期の予想を上回る収益の可能性に注意を促す | Intel Short Sellers Are Warned By Major Investment Bank About Surprise Q2 Earnings Upside | https://wccftech.com/intel-short-sellers-get-warning-from-major-investment-bank-about-surprise-q2-earnings-upside/ |
2025-07-18 | 中国共産党委員会の議長、NVIDIAのH20は「強力なチップ」であり、DeepSeekなど中国AI企業の台頭に大きく寄与したと語る | House CCP Committee’s Chair: NVIDIA’s H20 Is A “Powerful Chip” That Played “A Significant Role In The Rise Of PRC AI Companies Like DeepSeek” | https://wccftech.com/house-ccp-committees-chair-nvidias-h20-is-a-powerful-chip-that-played-a-significant-role-in-the-rise-of-prc-ai-companies-like-deepseek/ |
2025-07-18 | NVIDIAのハイエンド「Blackwell Ultra」GB300 AIサーバー、設計変更で供給網の負担軽減を実現し9月出荷開始へ | NVIDIA’s High-End “Blackwell Ultra” GB300 AI Servers to Begin Shipping by September as Design Changes Ease Pressure on the Supply Chain | https://wccftech.com/nvidia-blackwell-ultra-gb300-ai-servers-to-begin-shipping-by-september/ |
2025-07-18 | Snapdragon 8 Elite Gen 2およびDimensity 9500の価格は大幅な上昇が見込まれず、各スマートフォンメーカーにフラッグシップ維持の柔軟性を提供 | Snapdragon 8 Elite Gen 2 & Dimensity 9500 Prices Might Not Increase By Much, Allowing Various Smartphone Makers To Have Some Flexibility In Maintaining Their Flagships’ Margins | https://wccftech.com/snapdragon-8-elite-gen-2-and-dimensity-9500-prices-might-not-change-claims-tipster/ |
2025-07-18 | PlayStation 6および次世代Xbox向けAMD Zen 6「Magnus」APUがリークか?11コアCPUと384ビットメモリバスが公開 | PlayStation 6, Next Xbox AMD Zen 6 “Magnus” APU May Have Leaked; 11 CPU Cores, 384-bit Memory Bus Revealed | https://wccftech.com/playstation-6-next-xbox-amd-zen-6-magnus-apu-11-cores-384-bit-memory-bus/ |
2025-07-18 | Apple、Jon Prosserを相手にiOS 26リーク疑惑で訴訟提起―開発iPhoneから秘密情報を盗む共謀を主張、Prosserは否定し今後の議論に応じる | Apple Files Lawsuit Against Jon Prosser Over iOS 26 Leaks, Claims He Plotted With Friends To Steal Trade Secrets From A Development iPhone, But Prosser Denies Allegations And Awaits Further Discussion | https://wccftech.com/apple-sues-jon-prosser-over-allegdly-stealing-trade-secrets-from-development-iphone-including-ios-26-leaks/ |
2025-07-18 | Intel Arrow Lake-SおよびArrow Lake-HXリフレッシュCPU、NPUの変更はなくクロックブーストのみ提供 | Intel Arrow Lake-S & Arrow Lake-HX Refresh CPUs Won’t Feature Any Changes To The NPU, Only Offer Boosted Clocks | https://wccftech.com/intel-arrow-lake-s-arrow-lake-hx-refresh-cpus-no-npu-changes-only-boosted-clocks/ |
2025-07-18 | Rapidus、TSMCやSamsungに追いつくため2nm GAAウェハートライアル生産を開始―200ユニットの生産ラインが完成 | Rapidus Has Reportedly Commenced 2nm GAA Wafer Trial Production In The Hopes Of Catching Up To TSMC & Samsung, Company Just Completed A Production Line Consisting Of 200 Units | https://wccftech.com/rapidus-starts-2nm-gaa-trial-production/ |
2025-07-18 | MSI AGESA 1.2.0.3f BIOS、AMD Ryzen 9000/9000F CPUに向けて、メモリサポート強化やバグ修正などを盛り込んで準備完了 | MSI AGESA 1.2.0.3f BIOS Is Ready For Upcoming AMD Ryzen 9000/9000F CPUs, Includes Enhanced Memory Support, Bug Fixes & More | https://wccftech.com/msi-agesa-1-2-0-3f-bios-ready-upcoming-amd-ryzen-9000-9000f-cpus-enhanced-memory-support-bug-fixes/ |
2025-07-18 | IntelエントリーレベルCore Ultra 5 225および225F CPU、米国で最大17%、EUで最大27%の大幅値下げ実施 | Intel’s Entry-Level Core Ultra 5 225 & 225F CPUs Are Now Up To 17% Cheaper In The US, Up To 27% Cheaper In EU | https://wccftech.com/intel-core-ultra-5-225-225f-cpus-17-percent-cheaper-in-us-27-percent-cheaper-in-eu/ |
2025-07-18 | 80コアGPU搭載のM3 Ultra、パストレーシングとフレーム生成の助けでCyberpunk 2077: Ultimate Editionを1440p最大設定で快適に動作 | M3 Ultra Sporting An 80-Core GPU Can Easily Run Cyberpunk 2077: Ultimate Edition At The Absolute Maximum Settings With Path Tracing Enabled, 1440p Resolution, With Some Help From Frame Generation | https://wccftech.com/m3-ultra-running-cyberpunk-2077-ultimate-edition-maximum-settings-path-tracing/ |
2025-07-18 | IntelエントリークラスWildcat Lake CPU、レイトレーシング対応はせず、2基の「Xe3」RTユニットとXMXコアを搭載 | Intel’s Entry-Level Wildcat Lake CPUs Won’t Feature Ray Tracing Support, Pack Two “Xe3” RT Units & XMX Cores | https://wccftech.com/intel-entry-level-wildcat-lake-cpus-wont-feature-ray-tracing-support-two-xe3-rt-units-xmx-cores/ |
2025-07-18 | Coldplay、大スクリーンでテックCEOの不倫疑惑を暴露か―誰もが目撃し、Chris Martinが反応、ネットで大きな話題に | Coldplay Might Have Just Exposed A Tech CEO’s Alleged Affair On The Big Screen – Everyone Saw It, Chris Martin Reacted, And The Internet Cannot Stop Talking About It | https://wccftech.com/coldplay-might-have-just-exposed-a-tech-ceos-alleged-affair-on-the-big-screen-everyone-saw-it-chris-martin-reacted-and-the-internet-cannot-stop-talking-about-it/ |
2025-07-18 | 新たなリークで、Galaxy S26 Ultraが6.89インチの大型CoE OLEDディスプレイ、超薄型ベゼル、明るいパネル、及び向上したバッテリー効率を搭載と判明 | New Leak Reveals Galaxy S26 Ultra To Feature Larger 6.89-Inch CoE OLED Display With Ultra-Thin Bezels, Brighter Panel, And Improved Battery Efficiency | https://wccftech.com/new-leak-reveals-galaxy-s26-ultra-to-pack-larger-6-89-inch-coe-oled-display-with-ultra-thin-bezels/ |
2025-07-18 | ASRock PGO32UFS 32インチ4K OLEDゲーミングモニター、1000ドル未満で提供される米国仕様のOLEDの魅力―4K 240HzとFHD 480Hzのデュアルモード搭載 | ASRock PGO32UFS 32″ 4K OLED Gaming Monitor: Sub-$1000 US OLED Goodness Is Perfect For Gamers, Dual Mode 4K 240Hz & FHD 480Hz | https://wccftech.com/review/asrock-pgo32ufs-32-4k-240hz-woled-gaming-monitor-review-sub-1000-us-oled-goodness/ |
2025-07-18 | NASA、静かなソニックブーム試験のため超音速ジェット機の飛行準備を進める | NASA Gears Up To Fly Supersonic Jet To Test Quiet Sonic Booms | https://wccftech.com/nasa-gears-up-to-fly-supersonic-jet-to-test-quiet-sonic-booms/ |
2025-07-18 | 元陸軍兵士、AT&Tクラウドハック、大規模通話データ流出、さらに高官狙いの50万ドル恐喝未遂で有罪を認める | Ex-Army Soldier Pleads Guilty To AT&T Cloud Hack, Massive Call Data Breach, And $500K Extortion Threat Targeting High-Level Government Officials | https://wccftech.com/ex-army-soldier-pleads-guilty-to-att-cloud-hack-massive-call-data-breach-and-500k-extortion-threat-targeting-high-level-government-officials/ |
日経 Tech Foresight | |||
2025-07-18 | 光電融合、Microsoftやブロードコムが熱弁 国際展示会 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC174SB0X10C25A7000000 | |
2025-07-18 | 名大など、低毒の発光量子ドット 生体イメージングに | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC141P20U5A710C2000000 | |
マイナビニュース テックプラス | |||
2025-07-18 | RapidusがIIM-1製造の2nmGAAトランジスタの動作を確認 – ウェハも公開 | https://news.mynavi.jp/techplus/article/20250718-3382917/ | |
2025-07-18 | TSMCの2025年第2四半期決算、営業利益/純利益ともに前年同期比60%超を達成 | https://news.mynavi.jp/techplus/article/20250718-3382829/ | |
2025-07-18 | SynopsysによるAnsysの買収が完了、対応可能な市場規模が約310億ドルに拡大 | https://news.mynavi.jp/techplus/article/20250718-3382507/ | |
TrendForce | |||
2025-07-18 | Rapidus、2nm技術の進展を発表:プロトタイプ作成開始、納入3ヶ月後にEUV露光完了 | Rapidus Unveils 2nm Progress: Prototypes Begin, EUV Exposure Done 3 Months after Delivery | https://www.trendforce.com/news/2025/07/18/news-rapidus-unveils-2nm-progress-prototypes-begin-euv-exposure-done-3-months-after-delivery/ |
2025-07-18 | Intel、人員削減が拡大:米国で5,000の職がリスクにさらされ、特にオレゴン州が深刻 | Intel Layoffs Escalate: 5,000 U.S. Jobs Reportedly at Risk, Oregon Hit Hardest | https://www.trendforce.com/news/2025/07/18/news-intel-layoffs-escalate-5000-u-s-jobs-reportedly-at-risk-oregon-hit-hardest/ |
2025-07-18 | Intel、2028年のTitan Lake向けにハイブリッド構成を撤回、100 Eコアに全力投球 | Intel Reportedly Drops Hybrid Architecture for 2028 Titan Lake, Go All in on 100 E-Cores | https://www.trendforce.com/news/2025/07/18/news-intel-reportedly-drops-hybrid-architecture-for-2028-titan-lake-go-all-in-on-100-e-cores/ |
2025-07-18 | HBM価格、2026年に二桁下落のリスクに直面、SK hynixにとって大きな課題 | HBM Prices Reportedly Face Double-digit Drop Risks in 2026, Posing Challenges for SK hynix | https://www.trendforce.com/news/2025/07/18/news-hbm-prices-reportedly-face-double-digit-drop-risks-in-2026-posing-challenges-for-sk-hynix/ |
2025-07-18 | 韓国企業、次世代iLEDディスプレイ技術に3億5000万ドルを投資 | South Korean to Spend USD 350M on Next-Gen iLED Display Tech | https://www.trendforce.com/news/2025/07/18/news-south-korean-to-spend-usd-350m-on-next-gen-iled-display-tech/ |
Semiconductor Digest | |||
5 hours ago | 北京交通大学と四川大学、AIを活用したOLED材料設計を探る | Beijing Jiaotong University and Sichuan University Explore AI-Powered OLED Material Design | https://www.semiconductor-digest.com/beijing-jiaotong-university-and-sichuan-university-explore-ai-powered-oled-material-design/ |
5 hours ago | 研究者たちが電子機器の消費電力を削減する新素材を実証 | Researchers Demonstrate a New Material to Reduce Power Consumption of Electronics | https://www.semiconductor-digest.com/researchers-demonstrate-a-new-material-to-reduce-power-consumption-of-electronics/ |
5 hours ago | NatcastがNY CREATESのAlbany NanoTech ComplexでNSTC EUVアクセラレーターのグランドオープンを祝う | Natcast Celebrates Grand Opening of NSTC EUV Accelerator at NY CREATES’ Albany NanoTech Complex | https://www.semiconductor-digest.com/natcast-celebrates-grand-opening-of-nstc-euv-accelerator-at-ny-creates-albany-nanotech-complex/ |
5 hours ago | アイダホ国立研究所が米国半導体製造の進展を牽引する | Idaho National Laboratory to Lead Advancements in US Semiconductor Manufacturing | https://www.semiconductor-digest.com/idaho-national-laboratory-to-lead-advancements-in-us-semiconductor-manufacturing/ |
6 hours ago | Credoの会長・社長・CEO Bill Brennan、Global Semiconductor Allianceの取締役会に参加 | Credo Chairman, President and CEO Bill Brennan Joins Global Semiconductor Alliance Board of Directors | https://www.semiconductor-digest.com/credo-chairman-president-and-ceo-bill-brennan-joins-global-semiconductor-alliance-board-of-directors/ |
6 hours ago | Rapidus、先端2nm GAAトランジスタの試作で自社ファウンドリにおいて重要なマイルストーンを達成 | Rapidus Achieves Significant Milestone at its Foundry with Prototyping of Leading-Edge 2nm GAA Transistors | https://www.semiconductor-digest.com/rapidus-achieves-significant-milestone-at-its-foundry-with-prototyping-of-leading-edge-2nm-gaa-transistors/ |
日本経済新聞 | |||
2025-07-19 | 米国株、政権序盤「最悪期」からV字回復2%高 トランプ政権半年 | https://www.nikkei.com/article/DGXZQOGN18DU70Y5A710C2000000/ | |
2025-07-19 | トランプ米政権、「リベラル過ぎるAI」標的か 近く大統領令と米報道 | https://www.nikkei.com/article/DGXZQOGN18DQ80Y5A710C2000000/ | |
2025-07-19 | メタ、欧州AI規制法の行動規範に署名せず 「過剰だ」と批判 | https://www.nikkei.com/article/DGXZQOGN18DU90Y5A710C2000000/ | |
2025-07-19 | トランプ政権半年、綱渡りの成長重視 「取引次第」の政策修正に危うさ | https://www.nikkei.com/article/DGXZQOGN160A10W5A710C2000000/ | |
2025-07-19 | 日銀、山梨の7月景気判断据え置き「緩やかに持ち直し」 | https://www.nikkei.com/article/DGXZQOCC189LZ0Y5A710C2000000/ | |
2025-07-19 | 関西電力、福井・美浜に原発新設へ 東日本大震災後で国内初 | https://www.nikkei.com/article/DGXZQOUF119J90R10C25A7000000/ | |
2025-07-19 | 相次ぐ決算後の株価急落 ディスコ一時11%安、高い期待値が売り招く | https://www.nikkei.com/article/DGXZQOUB187N80Y5A710C2000000/ | |
2025-07-19 | 富士電機、エネ事業のROIC15%超に上振れ 電力設備の受注好調 | https://www.nikkei.com/article/DGXZQOTG017BU0R00C25A7000000/ | |
2025-07-19 | 日米韓次官、重要鉱物の供給網で連携 米韓政権の発足後初 | https://www.nikkei.com/article/DGXZQOUA1873B0Y5A710C2000000/ | |
2025-07-19 | 日EU、競争政策巡り対話を拡大 経済安全保障などテーマに | https://www.nikkei.com/article/DGXZQOUA165RK0W5A710C2000000/ | |
ダイヤモンドオンライン | |||
Jul 18 22:00 | エルピーダ元社長・坂本幸雄が語った、「日の丸半導体」を復活させる“逆転の一手”とは? | https://diamond.jp/articles/-/367892 | |
Tom’s Hardware | |||
2025-07-18 22:35 | NvidiaのGB300サーバの大規模出荷は9月から始まる見込み | Large-scale shipments of Nvidia GB300 servers tipped to start in September | https://www.tomshardware.com/tech-industry/artificial-intelligence/large-scale-shipments-of-nvidia-gb300-servers-tipped-to-start-in-september-gb200-demand-remains-robust-despite-widespread-coolant-leak-reports |
2025-07-18 21:36 | 経済学者が警告:AIバブルは数兆ドルを消し去ったドットコム・クラッシュよりも深刻だ | AI bubble is worse than the dot-com crash that erased trillions, economist warns | https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-bubble-is-worse-than-the-dot-com-crash-that-erased-trillions-economist-warns-overvaluations-could-lead-to-catastrophic-consequences |
2025-07-18 20:48 | 中国政府支援のサイバー攻撃が台湾の半導体産業を狙う | Chinese state-sponsored cyberattacks target Taiwan semiconductor industry | https://www.tomshardware.com/tech-industry/cyber-security/chinese-state-sponsored-cyberattacks-target-taiwan-semiconductor-industry-security-firm-says-motivation-of-three-separate-campaigns-most-likely-espionage |
2025-07-18 20:29 | 600万ドル相当のビットコイン盗難事件で警官が5年半の懲役刑を受ける | $6 million Bitcoin theft lands cop five and a half years in prison | https://www.tomshardware.com/tech-industry/cryptocurrency/usd6-million-bitcoin-theft-lands-cop-five-and-a-half-years-in-prison-officer-stole-50-bitcoins-from-silk-road-2-0-founder-during-investigation-inside-job-unravelled-by-the-man-he-was-trying-to-put-away |
2025-07-18 19:00 | TSMCの四半期売上高は記録の300億ドルに達する | TSMC’s quarterly sales hit a record $30 billion | https://www.tomshardware.com/tech-industry/semiconductors/tsmc-to-build-over-15-new-fabs-in-the-coming-years-as-quarterly-sales-hit-usd30-billion-on-ai-demand |
2025-07-18 18:51 | Donkey Kong Bananzaは、DLSS非対応のSwitch 2向けゲームの一つで、レビューアーは任天堂の技術回避に難色を示している | Donkey Kong Bananza among Switch 2 games with no DLSS support – reviewers balk at Nintendo’s aversion to technology | https://www.tomshardware.com/video-games/nintendo/donkey-kong-bananza-among-switch-2-games-with-no-dlss-support-reviewers-balk-at-nintendos-aversion-to-technology |
TechPowerup | |||
2025-07-18T19:08:31+00:00 | Thermal Grizzly WireView Pro レビュー | Thermal Grizzly WireView Pro Review | https://www.techpowerup.com/review/thermal-grizzly-wireview-pro/ |
2025-07-18T17:32:23+00:00 | Nikon、新たに高度なAIシリコン向けの600×600mm基板を発表 | Nikon Introduces 600×600 mm Substrates for Advanced AI Silicon | https://www.techpowerup.com/339060/nikon-introduces-600×600-mm-substrates-for-advanced-ai-silicon |
2025-07-18T17:07:56+00:00 | EIZO、EcoVadisプラチナ評価を獲得 | EIZO achieves EcoVadis Platinum Rating | https://www.techpowerup.com/339057/eizo-achieves-ecovadis-platinum-rating |
2025-07-18T17:03:31+00:00 | Intel、Arrow LakeリフレッシュにおけるNPUアップグレードを見送る一方、AMDは最新の噂でMedusa Haloを中止 | Intel Skips NPU Upgrade for Arrow Lake Refresh, AMD Cancels Medusa Halo in Latest Rumors | https://www.techpowerup.com/339056/intel-skips-npu-upgrade-for-arrow-lake-refresh-amd-cancels-medusa-halo-in-latest-rumors |
2025-07-18T12:26:29+00:00 | Peladn、初のThunderbolt 5対応eGPUドック Link S-3を発表 | Peladn Unveils Link S-3, Its First Thunderbolt 5 eGPU Dock | https://www.techpowerup.com/339051/peladn-unveils-link-s-3-its-first-thunderbolt-5-egpu-dock |
2025-07-18T12:22:49+00:00 | ASUS、新型ROG Strix X870-H Gaming WiFi7 Sマザーボードを発表 | ASUS Intros ROG Strix X870-H Gaming WiFi7 S Motherboard | https://www.techpowerup.com/339050/asus-intros-rog-strix-x870-h-gaming-wifi7-s-motherboard |
2025-07-18T11:54:46+00:00 | SolidRunとAmarisoft、組み込みx86プラットフォーム上で完全な5G基地局を展開 | SolidRun and Amarisoft Launches Full 5G Base Stations on Embedded x86 Platform | https://www.techpowerup.com/339048/solidrun-and-amarisoft-launches-full-5g-base-stations-on-embedded-x86-platform |
2025-07-18T11:04:16+00:00 | Rapidus、最先端2nm GAAトランジスターの試作で大きなマイルストーンを達成 | Rapidus Achieves Significant Milestone with Prototyping of Leading-Edge 2nm GAA Transistors | https://www.techpowerup.com/339047/rapidus-achieves-significant-milestone-with-prototyping-of-leading-edge-2nm-gaa-transistors |
2025-07-18T10:35:46+00:00 | MSI、Socket AM5マザーボードのファームウェアを更新(AGESA 1.2.0.3Fおよび次世代APU対応) | MSI Outs Socket AM5 Motherboard Firmware Updates with AGESA 1.2.0.3F and Next-Gen APU Support | https://www.techpowerup.com/339046/msi-outs-socket-am5-motherboard-firmware-updates-with-agesa-1-2-0-3f-and-next-gen-apu-support |
2025-07-18T10:23:22+00:00 | ASUS ProArt Display 6K PA32QCV Thunderbolt 4モニター、8月下旬に発売($1299) | ASUS ProArt Display 6K PA32QCV Thunderbolt 4 Monitor Comes in Late-August at $1299 | https://www.techpowerup.com/339045/asus-proart-display-6k-pa32qcv-thunderbolt-4-monitor-comes-in-late-august-at-usd-1299 |
2025-07-18T10:09:29+00:00 | ASRock、話題の新型AMD X870およびX870Eマザーボードを発表し市場に活気を吹き込む | ASRock Announces Exciting New AMD X870 and X870E Motherboards to Liven Up the Market | https://www.techpowerup.com/339044/asrock-announces-exciting-new-amd-x870-and-x870e-motherboards-to-liven-up-the-market |
2025-07-18T08:07:58+00:00 | Axiomtek、NVIDIA Jetson Orin Super ModeでエッジにおけるリアルタイムAIの新境地を切り開く | Axiomtek Unlocks New Frontiers in Real-Time AI at the Edge with NVIDIA Jetson Orin Super Mode | https://www.techpowerup.com/339042/axiomtek-unlocks-new-frontiers-in-real-time-ai-at-the-edge-with-nvidia-jetson-orin-super-mode |
2025-07-18T08:03:05+00:00 | AVerMedia、Nintendo Switch 2向けポケットサイズドック+充電器+キャプチャ機能を搭載したGOシリーズを発表 | AVerMedia Intros GO Series: Pocket-Size Dock+Charger+Capture for Nintendo Switch 2 | https://www.techpowerup.com/339041/avermedia-intros-go-series-pocket-size-dock-charger-capture-for-nintendo-switch-2 |
EETimes Taiwan | |||
2025-07-18 | Allegro MicroSystemsのCEOが語る就任100日間の所感 | Allegro MicroSystems執行長談上任百日感悟 | https://www.eettaiwan.com/20250718nt61-exclusive-allegro-microsystems-mike-doogue-on-his-first-100-days-as-ceo/ |
2025-07-18 | 新型水素センサーでクリーンエネルギーへの道がより安全に | 新型氫感測器讓潔淨能源之路更安全 | https://www.eettaiwan.com/20250718nt51-new-hydrogen-sensor-could-unlock-safer-cleaner-energy-future/ |
2025-07-18 | 生成AI搭載デバイスが牽引し、上り速度と遅延がモバイルネットワークの新たな指標に | 生成式AI裝置驅動 上行速率與延遲成行動網路新指標 | https://www.eettaiwan.com/20250718nt11-uplink-speed-and-latency-become-new-indicators-of-mobile-networks/ |
2025-07-18 | 在庫処分の影響で、上位5社のエンタープライズSSDブランドの売上が四半期で減少 | 庫存去化拖累 前五大企業級SSD品牌廠營收季減 | https://www.eettaiwan.com/20250718nt21-q1-revenue-of-the-top-five-enterprise-cssd-brands/ |
EETimes Asia | |||
2025-07-18 | Fractilia:ランダムパターンのばらつきが、チップメーカーに数十億ドルの歩留まり損失をもたらす | Fractilia: Random Patterning Variations Cost Chip Makers Billions of Dollars in Lost Yield | https://www.eetasia.com/fractilia-random-patterning-variations-cost-chip-makers-billions-of-dollars-in-lost-yield/ |
2025-07-18 | 2030年までにセルラーIoT接続が51億に達すると予測される | Cellular IoT Connections Forecast to Reach 5.1B by 2030 | https://www.eetasia.com/cellular-iot-connections-forecast-to-reach-5-1b-by-2030/ |
EETimes India | |||
2025-07-18 | iMQとPUFsecurityが量子トンネリングPUF技術を搭載したSQ7191セキュリティチップを発表 | iMQ and PUFsecurity Unveils SQ7191 Security Chip Featuring Quantum Tunneling PUF Technology | https://www.eetindia.co.in/imq-and-pufsecurity-unveils-sq7191-security-chip-featuring-quantum-tunneling-puf-technology/ |
2025-07-18 | RRPのVimananuとフランス企業CYGRがインドで先端ドローン製造に協力 | RRP’s Vimananu and French Firm CYGR Collaborate on Advanced Drone Manufacture in India | https://www.eetindia.co.in/rrps-vimananu-and-french-firm-cygr-collaborate-on-advanced-drone-manufacture-in-india/ |
ZDNET Korea | |||
2025-07-18 | 【Q&AI】間近に迫る初복… AIが推薦するサムゲタンの名店は | [Q&AI] 코앞으로 다가온 초복… AI가 추천하는 삼계탕 맛집은 | https://www.zdnet.co.kr/20250718225311%22%20title=%22 |
2025-07-18 | リアルタイムのコミュニケーションが通じた…エ이블리「ラ방参加ショッピングモールの取引額急増」 | 실시간 소통 통했다…에이블리 “라방 참여 쇼핑몰 거래액 급증” | https://www.zdnet.co.kr/20250718175248%22%20title=%22 |
2025-07-18 | FromLabs、『タンパク質吸着トリートメント』でランキング4週連続1位・2位を獲得 | 프롬랩스, ‘단백질 흡착 트리트먼트’ 화해 랭킹 4주 연속 1·2위 달성 | https://www.zdnet.co.kr/20250718175013%22%20title=%22 |
2025-07-18 | クーパン、ロケット프레시協力先向け研修1年…発注システム研修を新たに導入 | 쿠팡, 로켓프레시 협력사 교육 1년…발주 시스템 교육 신규 도입 | https://www.zdnet.co.kr/20250718173538%22%20title=%22 |
2025-07-18 | 特別検察、リュ・グンソン カカオモビリティ代表を召喚 | 특검, 류긍선 카카오모빌리티 대표 소환 | https://www.zdnet.co.kr/20250718165324%22%20title=%22 |
2025-07-18 | 延べ面積3万㎡以上の建築物に情報通信設備管理者の任命を義務化 | 연면적 3만㎡ 이상 건축물에 정보통신 설비관리자 선임 의무화 | https://www.zdnet.co.kr/20250718171551%22%20title=%22 |
2025-07-18 | 高麗アゼン「ヨンピョン・MBKディスカバリー手続、単なる申請結果…異議申し立てをする」 | 고려아연 “영풍·MBK 디스커버리 절차, 단순 신청 결과…이의 신청할 것” | https://www.zdnet.co.kr/20250718152022%22%20title=%22 |
2025-07-18 | 「酒に強いの、分かる?」… 韓国上陸『スマ도리バー』ポップアップを訪れてみた | “술 체질 알려주네?”… 韓 상륙 ‘스마도리 바’ 팝업 가보니 | https://www.zdnet.co.kr/20250718164304%22%20title=%22 |
2025-07-18 | ゲーム業界の戦略は『多角化』の傾向…高付加価値ユーザー獲得に注目 | 게임 업계 전략 ‘다각화’ 추세…고가치 유저 확보 주목 | https://www.zdnet.co.kr/20250718170310%22%20title=%22 |
2025-07-18 | 【ZD SWツデイ】モドゥエヨン구소-デザインシンキングコリア、AI融合人材育成協定締結 他 | [ZD SW 투데이] 모두의연구소-디자인씽킹코리아, AI 융합 인재 양성 협약 체결 外 | https://www.zdnet.co.kr/20250718164753%22%20title=%22 |
2025-07-18 | SKT、無線加入者シェア40%の壁が崩壊 | SKT 무선 가입자 점유율 40% 벽 무너졌다 | https://www.zdnet.co.kr/20250718164332%22%20title=%22 |
2025-07-18 | コヘシ티・ガイア、MS365のコパイロットで利用可能 | 코헤시티 가이아, MS365 코파일럿서 이용 가능 | https://www.zdnet.co.kr/20250718165351%22%20title=%22 |
2025-07-18 | スタジオビサイド新作『スタース테イ비어』、22日にCBTプレビューを予告 | 스튜디오비사이드 신작 ‘스타세이비어’, 22일 CBT 프리뷰 예고 | https://www.zdnet.co.kr/20250718165009%22%20title=%22 |
2025-07-18 | インテリアンテック、ワン웹低軌道通信端末の適合性評価承認を取得 | 인텔리안테크, 원웹 저궤도통신 단말 적합성 평가 승인 받았다 | https://www.zdnet.co.kr/20250718164251%22%20title=%22 |
2025-07-18 | 猛暑・梅雨により『食卓の物価』が非常事態…「スイカ・鶏・レタスは貴重な存在」 | 폭염·장마로 ‘밥상 물가’ 비상…”수박·닭·상추 귀한 몸” | https://www.zdnet.co.kr/20250718161024%22%20title=%22 |
2025-07-18 | 「複雑な開発も一括で」…グーグル、‘Gemini Code Assist’をアップグレード | “복잡한 개발도 한 번에”…구글, ‘제미나이 코드 어시스트’ 업그레이드 | https://www.zdnet.co.kr/20250718163804%22%20title=%22 |
2025-07-18 | マスク、成人向けAIサービスを発売するか…「映画『グレイの50の影』に着想」 | 머스크, 성인용 AI 서비스 출시할까…”영화 ‘그레이의 50가지 그림자’서 영감” | https://www.zdnet.co.kr/20250718143850%22%20title=%22 |
2025-07-18 | デンマーク、世界最高性能『レベル 2』量子コンピューターを構築…1,300億投資 | 덴마크, 세계 최고 성능 ‘레벨 2’ 양자컴퓨터 구축…1천300억 투자 | https://www.zdnet.co.kr/20250718155236%22%20title=%22 |
2025-07-18 | ホームプラス「新内店の売却代金でメリッツ融資515億ウォンを返済」 | 홈플러스 “신내점 매각 대금으로 메리츠 대출 515억원 갚아” | https://www.zdnet.co.kr/20250718162315%22%20title=%22 |
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中央日報 | |||
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BAIDU | |||
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