Semiconductor News 20250721

TOC

Main News

  1. Intel CEO Acknowledges NVIDIA’s Leadership in AI: In an important turning point for the semiconductor giant, NVIDIA’s leadership in the AI chip market is clear.
  2. Elon Musk announces full-fledged entry into AI: Admits he will “go all in” on AI, which he once resisted, and foreshadows fierce competition from his own AI company xAI.
  3. Apple expresses dissatisfaction with foldable iPhone design: to differentiate it from existing models, the company is aiming for a 2026 release with a crease-free display and thin design.
  4. EU Forces Corning to Dissolve Exclusive Glass Deal: While this paved the way for competitors and brought major changes to the smartphone supply chain, Apple was unaffected.
  5. Meta’s superintelligence team is now composed of 44 people: 50% of them are now from China and 40% are former OpenAI employees, indicating a trend in AI talent.
  6. Trump Administration May Target “Too Liberal AI”: reports of an upcoming executive order suggest political intervention in AI development.
  7. Kansai Electric Power to Build New Nuclear Power Plants on Back of Surging Data Center Demand: The move to restart new nuclear power plant construction for the first time in 14 years is an important step toward meeting the growing demand for electricity.
  8. NVIDIA’s CUDA platform supports RISC-V: This support brings the open source instruction set to AI platforms, joining x86 and ARM.
  9. Human Programmer Defeats OpenAI’s Custom AI to Win World Coding Championship: Winning a 10-hour marathon, human expertise in a specific field outperforms state-of-the-art AI.
  10. New Trump tariffs could increase tariff rates on Japanese goods 16-fold: With tariffs expected to reach 5.5 trillion yen, Japan faces little time or cards to renegotiate.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Jul 20, 07:50インテルCEOが認める、NVIDIAのAI先行:半導体大手にとっての重要な転換Intel CEO concedes Nvidia’s AI lead: a critical shift for the semiconductor gianthttps://www.digitimes.com/news/a20250718PD222/intel-ceo-nvidia-market-ai-chip.html
Jul 20, 07:34サムスンは自社システムから革新で脱却できるのか?Can Samsung innovate its way out of its own system?https://www.digitimes.com/news/a20250718PD214/samsung-talent-industrial.html
wccftech
2025-07-21Optiscaler、FSR 4に対応―Vulkanベース以外のゲームでアップスケーリング技術をアップグレード可能にOptiscaler Now Supports FSR 4, Allowing Users To Upgrade Upscaling Technologies In Games Except For Vulkan-Based Titleshttps://wccftech.com/optiscaler-now-supports-fsr-4-allowing-users-to-upgrade-upscaling-technologies-in-games-except-for-vulkan-based-titles/
2025-07-21Apple、M5 iPad Proシリーズにチップセットのアップグレードだけでなく、フラッグシップタブレットにセカンドカメラも追加し現行モデルの不満に応えるApple Is Not Just Bringing A Chipset Upgrade To The M5 iPad Pro Lineup, But Is Adding A Second Camera To The Front Side Of Its Flagship Tablet Family, Addressing Complaints Present In Current Modelshttps://wccftech.com/m5-ipad-pro-to-feature-chipset-and-camera-upgrade/
2025-07-21Appleのエンジニア、iPhone Foldのデザインに不満―市場に出回る既存モデルと変わらないため、折り目のないディスプレイと薄型デザインで2026年発売を予定Apple Engineers Are Not Satisfied With The iPhone Fold’s Design, As It Matches What’s Already On The Market; Launch Slated For 2026 With Crease-Free Display And Thinner Profilehttps://wccftech.com/apple-to-compete-with-samsung-for-foldable-iphone-with-a-durable-design-and-no-crease-on-display/
2025-07-20NVIDIAのRTX 5090ノートGPUが『シャント改造』で250Wに―驚くべき20%のゲーム性能向上を実現NVIDIA’s RTX 5090 Laptop GPU Gets “Shunt Modded” to 250W, Surprisingly Delivers a Whopping 20% Boost in Gaming Performancehttps://wccftech.com/nvidia-rtx-5090-laptop-gpu-gets-shunt-modded-to-250w/
2025-07-20イーロン・マスク、かつてはAIに抵抗していたと認めるも、今や全力投球―自社AI企業xAIとの熾烈な競争を予感させるElon Musk Admits He Previously Resisted AI, But Now He’s All In; Signaling Fiercer Competition Ahead with His AI Firm xAIhttps://wccftech.com/elon-musk-admits-he-previously-resisted-ai-but-now-he-is-all-in/
2025-07-20Snapdragon 8 Eliteは『コストパフォーマンス重視』のデバイスでの採用が継続される可能性―QualcommフラッグシップSoC搭載の手頃なスマートフォンが350ドル以下と噂Snapdragon 8 Elite Could Continue Being Used In ‘Price To Performance’ Devices, With A Rumor Claiming That The Affordable Smartphone Featuring Qualcomm’s Flagship SoC Will Cost Less Than $350https://wccftech.com/snapdragon-8-elite-continue-being-used-in-smartphones-most-affordable-price-less-than-350/
2025-07-20Ubisoft、マイクロトランザクションがプレミアムゲームをより楽しくするとの見解Ubisoft Thinks Microtransactions Make Premium Games More Funhttps://wccftech.com/ubisoft-microtransactions-make-games-more-fun/
2025-07-20Appleの折りたたみiPhone、同社製品最大のバッテリー容量を搭載する可能性―しかし最新の価格噂では最も高額になる見通しApple’s Foldable iPhone Could Feature The Largest Battery Capacity Of Any Of The Company’s Devices, But The Latest Pricing Rumor Means That It Will Also Be The Most Expensivehttps://wccftech.com/foldable-iphone-biggest-battery-capacity-for-any-iphone/
2025-07-20Verizonユーザー、密かに撤廃されたロイヤリティ割引により今や多額の支払いと返済不能な端末に縛られていると主張Verizon Customers Say Loyalty Discounts Were Secretly Pulled – Now They Are Paying More And Trapped With Phones They Cannot Pay Offhttps://wccftech.com/verizon-customers-say-loyalty-discounts-were-secretly-pulled-now-they-are-paying-more-and-trapped-with-phones-they-cannot-pay-off/
2025-07-20Warframe、2025年に『Old Peace』、2026年に『Tau』を導入予定Warframe to Get The Old Peace in 2025, Tau in 2026https://wccftech.com/warframe-to-get-the-old-peace-in-2025-tau-in-2026/
2025-07-20Astronomer CEOアンディ・バイロン、HR責任者とのColdplayコンサート騒動を受け辞任―新たな暫定責任者が後任決定まで指揮を執るAstronomer CEO Andy Byron Resigns From His Position Following His Coldplay Concert Scandal With HR Chief, New Interim Head Has Taken Over Until Company Finds Suitable Replacementhttps://wccftech.com/astronomer-ceo-andy-byron-resigns-following-his-scandal/
2025-07-20Fashion Tech CEOクリスティン・ハンスィッカー、3億ドル規模の詐欺疑惑で逮捕―投資家を欺き財務を捏造した疑いFashion Tech CEO Christine Hunsicker Arrested In Alleged $300 Million Fraud Scheme, Accused Of Misleading Investors And Faking Financialshttps://wccftech.com/fashion-tech-ceo-christine-hunsicker-arrested-in-alleged-300-million-fraud-scheme-accused-of-misleading-investors-and-faking-financials/
2025-07-20EUがCorningに排他的ガラス取引の解消を強制する中、Appleは無傷で退き―競合に道を開きスマートフォン供給チェーンに変革を起こすApple Walks Away Unscathed As EU Forces Corning To Dismantle Exclusive Glass Deals, Opening The Door For Rivals And Shaking Up The Smartphone Supply Chainhttps://wccftech.com/apple-walks-away-unscathed-as-eu-forces-corning-to-dismantle-exclusive-glass-deals-opening-the-door-for-rivals-and-shaking-up-the-smartphone-supply-chain/
2025-07-20AMD RDNA 5 / UDNA GPU、最大96コンピュートユニット(RDNA 4上位モデルの50%増)と384ビットメモリバスを搭載の可能性―64および32CUモデルも言及AMD RDNA 5 / UDNA GPUs Could Feature Up To 96 Compute Units (50% More Than Top RDNA 4) With 384-Bit Memory Bus, 64 & 32 CU Variants Also Mentionedhttps://wccftech.com/amd-rdna-5-udna-gpus-up-to-96-compute-units-384-bit-memory-bus-64-32-cu-variants/
2025-07-20Metaのスーパーインテリジェンスチームは現在44名、うち50%が中国出身で、全体の40%はかつてOpenAIに在籍していたMeta’s Superintelligence Team Currently Comprises Of 44 Employees, With 50 Percent Of Them Hailing From China, And 40 Percent Of The Total Headcount Previously Employed At OpenAIhttps://wccftech.com/meta-superintelligence-team-44-members-50-percent-are-from-china/
2025-07-20もしGPUが拡張可能なメモリを搭載していたら?―アップグレード可能なVRAMの失われた時代と現代グラフィックスカードが採用を断念した理由を再考するWhat If GPUs Had Expandable Memory? Revisiting the Lost Era of Upgradable VRAM and Why Modern Graphics Cards Abandoned Ithttps://wccftech.com/what-if-gpus-had-expandable-memory-revisiting-the-lost-era-of-upgradable-vram/
2025-07-20AppleのM4 Max、バッテリー駆動で『Cyberpunk 2077: Ultimate Edition』を動かす際の『性能対消費電力』が僅かに上回るに留まる―ノートRTX 5090に対し、NVIDIAの最上位モバイルGPUは43.7%高速Apple’s M4 Max Barely Has A Better ‘Performance Per Watt’ Metric Compared To The Laptop RTX 5090 When Running Cyberpunk 2077: Ultimate Edition On Battery; NVIDIA’s Top-End Mobile GPU Is 43.7 Percent Fasterhttps://wccftech.com/m4-max-vs-laptop-rtx-5090-in-cyberpunk-2077-at-maximum-settings/
2025-07-20Soulframe Preludes、7月20日までに登録した全員に向けて一般公開開始Soulframe Preludes Opens Up to Public Access For Everyone Who Signs Up by July 20https://wccftech.com/soulframe-preludes-opens-public-access/
2025-07-20ONEXPlayer、世界初のデュアルスクリーンAndroid携帯端末「ONEXSUGAR」を発表―早期割引で599ドルから提供ONEXPlayer Introduces ONEXSUGAR: World’s First Dual-Screen Android Handheld, Starting At $599 With Early Bird Discounthttps://wccftech.com/onexplayer-introduces-onexsugar-worlds-first-dual-screen-android-handheld-starting-at-599-with-early-bird-discount/
日経 Tech Foresight
マイナビニュース テックプラス
TrendForce
Semiconductor Digest
日本経済新聞
2025-07-21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/
2025-07-20金利、財政問題に警戒感 株は米企業の決算も注視https://www.nikkei.com/article/DGXZQOUB1731Y0X10C25A7000000/
2025-07-20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/
2025-07-20トランプ政権、「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/
2025-07-20関西電力が原発新設へ、データセンター急増が背中押す 地元理解必須https://www.nikkei.com/article/DGXZQOUF18DCI0Y5A710C2000000/
2025-07-20関電が原発新設へ14年ぶり再始動 電力需要増、全国12基再稼働も焦点https://www.nikkei.com/article/DGXZQOUC186HR0Y5A710C2000000/
ダイヤモンドオンライン
Jul 19 20:25トランプ“新関税”で日本製品の関税率は16倍、関税額「5.5兆円」に!?再交渉に時間もカードも少ない日本https://diamond.jp/articles/-/368602
Jul 19 03:00オルカン“全集中”はダメ!「米国株型」や「世界株型」の次に注目すべきは「欧州株投信」だhttps://diamond.jp/articles/-/368726
Tom’s Hardware
2025-07-20 21:49『Cyberpunk 2077』は、複数のApple Silicon世代でテストされ、使用されたMacおよびゲーム設定により、1080pで約13fpsから105fpsの結果が得られましたCyberpunk 2077 has been tested on several Apple Silicon generations, results range from around 13 to 105fps at 1080p, depending on Mac and game settings testedhttps://www.tomshardware.com/laptops/gaming-laptops/cyberpunk-2077-has-been-tested-on-several-apple-silicon-generations-results-range-from-around-13-to-105fps-at-1080p-depending-on-mac-and-game-settings-tested
2025-07-20 21:10あるWindows Insiderユーザーが、最新ビルドで未公開の「共有オーディオ」機能を発見A Windows Insider user discovers an undocumented ‘Shared audio’ feature in the latest buildhttps://www.tomshardware.com/software/windows/a-windows-insider-user-discovers-an-undocumented-shared-audio-feature-in-the-latest-build-quick-setting-allows-you-to-play-audio-through-multiple-outputs
2025-07-20 20:25警察が、プリンターに残る『指紋』を利用してゴーストガンを特定の3Dプリンターに結びつけるPolice link ghost guns to specific 3D printers using ‘fingerprints’ from printershttps://www.tomshardware.com/3d-printing/police-link-3d-printers-to-ghost-guns-using-fingerprints-from-printers-toolmarks-left-behind-during-printing-can-make-ghost-guns-traceable
2025-07-20 20:45NvidiaのCUDAプラットフォームがRISC-VをサポートNvidia’s CUDA platform now supports RISC-Vhttps://www.tomshardware.com/pc-components/gpus/nvidias-cuda-platform-now-supports-risc-v-support-brings-open-source-instruction-set-to-ai-platforms-joining-x86-and-arm
2025-07-20 19:55Steamステッカー送信で「1ヶ月分のデータが5分で消費された」と不満を表明するゲーマーSending a Steam sticker ‘burned through a month of data in five minutes’ complains unhappy gamerhttps://www.tomshardware.com/video-games/pc-gaming/sending-a-steam-sticker-burned-through-a-month-of-data-in-five-minutes-complains-unhappy-gamer
2025-07-20 03:20人間のプログラマーが10時間のマラソンでOpenAIのカスタムAIを破り、世界コーディング選手権で優勝Human programmer beats OpenAI’s custom AI in 10-hour marathon, wins World Coding Championshiphttps://www.tomshardware.com/tech-industry/artificial-intelligence/polish-programmer-beats-openais-custom-ai-in-10-hour-marathon-wins-world-coding-championship-possibly-the-last-human-winner
TechPowerup
2025-07-20T10:33:06+00:00TerraMaster F4-424 Max レビュー – これまでにテストした中で最速のNASTerraMaster F4-424 Max Review – The fastest NAS we’ve tested so farhttps://www.techpowerup.com/review/terramaster-f4-424-max/
2025-07-20T09:44:37+00:00今週のゲーム情報(第30週)This Week in Gaming (Week 30)https://www.techpowerup.com/339088/this-week-in-gaming-week-30
EETimes Taiwan
EETimes Asia
EETimes India
ZDNET Korea
2025-07-21“メールもAIで”…クリニティ、韓国空港公社に供給“이메일도 AI로”…크리니티, 한국공항공사에 공급https://www.zdnet.co.kr/20250719120728%22%20title=%22
2025-07-21産業団地公社、豪雨被害に備え蔚山国家産業団地の現場安全点検を実施산단공, 수해 대비 울산국가산단 현장 안전점검https://www.zdnet.co.kr/20250721002702%22%20title=%22
2025-07-20アジア各国において官民協力及びデジタルヘルス輸出のための戦略的パートナーシップを構築아시아 국가 민관 협력 및 디지털 헬스 수출을 위한 전략적 파트너십 구축https://www.zdnet.co.kr/20250720232311%22%20title=%22
2025-07-20『肺炎』適正診療の一等医療機関311か所‘폐렴’ 적정 진료 1등급 의료기관 311개소https://www.zdnet.co.kr/20250720232057%22%20title=%22
2025-07-20HIMファーマ、世宗工場竣工…全工程のバイオ製造能力を確保에이치이엠파마, 세종공장 준공…전 주기 바이오 제조 역량 확보https://www.zdnet.co.kr/20250720231657%22%20title=%22
2025-07-20[人事] 国土交通部[인사] 국토교통부https://www.zdnet.co.kr/20250720214253%22%20title=%22
2025-07-20水資源公社、災害用ボトル水生産を24時間完全稼働…被災地への救援資源を総動員수자원공사, 병물 생산 24시간 완전 가동…피해지역 구호자원 총동원https://www.zdnet.co.kr/20250720213653%22%20title=%22
2025-07-20国家遺産庁、集中豪雨の被害8件を確認…「被害回復調査を実施予定」국가유산청, 집중호우 피해 8건 확인…”피해 복구 조사 실시 예정”https://www.zdnet.co.kr/20250720175822%22%20title=%22
2025-07-20Upbit、愛の実りに豪雨被害復旧のための寄付金5BTCを寄贈업비트, 사랑의열매에 수해 복구 성금 5BTC 기부https://www.zdnet.co.kr/20250720172758%22%20title=%22
2025-07-20OpenAI、汎用モデルで国際올림피아드で「金メダル級」の成果を収める오픈AI, 범용 모델로 국제올림피아드서 ‘금메달급’ 성과https://www.zdnet.co.kr/20250720144119%22%20title=%22
2025-07-20ハ・ジョンウAI主任も『注目』…セールスフォース、AIエージェント評価システムを公開하정우 AI수석도 ‘주목’…세일즈포스, AI 에이전트 평가 시스템 공개https://www.zdnet.co.kr/20250720135349%22%20title=%22
2025-07-20チョ・ジュワンCEO、ラジオDJに変身…LGエレクトロニクスのブランドキャンペーン조주완 CEO, 라디오 DJ 변신…LG전자 브랜드 캠페인https://www.zdnet.co.kr/20250720130013%22%20title=%22
2025-07-20ダッソシステム、3DXによる顧客体験を向上…コンサルティングプログラムを強化다쏘시스템, 3DX 고객 경험 높인다…컨설팅 프로그램 강화https://www.zdnet.co.kr/20250720113515%22%20title=%22
2025-07-20LGエレクトロニクス、豪雨被害地域で家電無償点検を実施LG전자, 호우피해 지역서 가전 무상점검https://www.zdnet.co.kr/20250720124747%22%20title=%22
2025-07-20ポスコフューチャーM、下半期に向けて回復…正極・負極材料事業の反発が期待される포스코퓨처엠, 하반기 볕 드나…양·음극재 사업 반등 기대https://www.zdnet.co.kr/20250720105217%22%20title=%22
2025-07-20[サーボグ報告] 「55インチ QLEDが50万ウォン台」…シャオミ TV A 프로[써보고서] “55인치 QLED 50만원대”…샤오미 TV A 프로https://www.zdnet.co.kr/20250715072421%22%20title=%22
2025-07-20‘カーソル’でGitHubに挑むか…エニ스피어、AI人材の採用に乗り出す‘커서’로 깃허브 제칠까…애니스피어, AI 인재 영입 시동https://www.zdnet.co.kr/20250720105500%22%20title=%22
2025-07-20中小企業部、海外で活動する各階層の専門家で『海外メンターダン』を運営중기부, 해외서 활동 각층 전문가 구성 ‘해외멘토단’ 운영https://www.zdnet.co.kr/20250720130258%22%20title=%22
2025-07-20サムスン電子サービス、豪雨被害地域で特別点検サービスを実施삼성전자서비스, 수해 피해지역서 특별 점검 서비스https://www.zdnet.co.kr/20250720125530%22%20title=%22
2025-07-20[ZDブリッピング] 単통法の歴史の中へ…主要IT企業の第2四半期の成績を公開[ZD브리핑] 단통법 역사 속으로…주요 IT 기업 2분기 성적 공개https://www.zdnet.co.kr/20250720125937%22%20title=%22
中央日報
2025-07-21半導体を捨てた?狙いを定めた…LGグループ『復讐血戦26年』반도체를 버렸다? 벼렸다…LG그룹 '복수혈전 26년'https://www.joongang.co.kr/article/25352968
2025-07-21[キム・ドンホの視点] 企業家精神、韓国は冷め、中国は熱い[김동호의 시선] 기업가정신, 한국은 식고 중국은 뜨겁다https://www.joongang.co.kr/article/25352933
2025-07-21[中国を読む] ヒューマノイドは何を食べて育つのか[중국읽기] 휴머노이드는 뭘 먹고 자라나https://www.joongang.co.kr/article/25352922
2025-07-21[キム・ハンジンのマーケットナウ] 株式市場で変わるもの、変わらないもの[김한진의 마켓 나우] 주식시장에서 변하는 것, 변하지 않는 것https://www.joongang.co.kr/article/25352917
2025-07-20ジェンセン・ファン『H20供給再開』を宣言したが、現地では「実際の供給は限定的」。なぜ?젠슨황 'H20 공급재개' 선언했지만 현지선 “실공급 제한적” 왜https://www.joongang.co.kr/article/25352850
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