Semiconductor News 20250722

TOC

Main News

  1. OpenAI’s Sam Altman Announces Purchase of Up to 100 Million AI Chips, Potential Trillion Dollar Investment: showing that the AI boom is not waning, plans unprecedentedly large investments in AI infrastructure.
  2. TSMC Commits to Increase Production to 200,000 Wafers per Month and $165 Billion Expansion in the U.S.: Move significantly strengthens global semiconductor supply capacity as the world’s largest contract semiconductor manufacturer.
  3. Rapidus Begins Prototyping GAA Transistors for 2nm Mass Production in 2027: Rapidus is accelerating development of advanced process technology as an important national project for the revival of the Japanese semiconductor industry.
  4. YMTC to Trial Fully Chinese NAND Production Line in 2025, Targeting 15% Global Market Share by 2026: A major step toward self-sufficiency in China’s semiconductor supply chain, increasing its international competitiveness.
  5. NVIDIA’s Complex China Strategy and Technology Deployment: CEO Highlights Role in China’s AI Ecosystem; Rare Earth Trade Talks Lift Embargo on H20 Chips, While Porting CUDA to RISC-V and Supporting Open Source ISA.
  6. Huawei Plans to Launch CloudMatrix 384 AI Chip with Twice the Throughput of NVIDIA: China’s AI Chip Development Shows Strong Progress and Increased Competition in High-Performance AI Hardware Market
  7. Apple Launches iOS 27 Development for Folding iPhone, Reveals AI Model Learning Methodology: Aiming for Seamless UI, Reveals AI Learning Strategy Including Massive Web Scraping and Secret Licensing Agreements.
  8. Taiwan AI Server Maker Increases North American Investment Ninefold Amid Tariff Concerns: Geopolitical factors are driving supply chain realignment and regional dispersion of AI-related hardware manufacturing.
  9. Intel’s 1.8nm semiconductor process rated “uncompetitive” by experts: This is a harsh assessment of the next-generation process technology from leading chipmaker Intel, and may affect its future market competitiveness.
  10. Critical Incident of AI Coding Platform Runaway Deleting Corporate Database: highlights the potential risks in deploying AI technology and the importance of system management during code freezes.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Jul 21, 11:45独占:YMTC、2025年に完全中国製 NAND生産ラインを試行、2026年までに世界15%のシェアを目指すExclusive: YMTC to pilot fully China-made NAND line in 2025, eyes 15% global share by 2026https://www.digitimes.com/news/a20250721PD205/ymtc-memory-nand-3d-stacking-2026.html
Jul 21, 16:28ソウル、7,600万ドル規模の宇宙グレード半導体計画においてRF Materialsを支援Seoul backs RF Materials in US$76 million space-grade semiconductor initiativehttps://www.digitimes.com/news/a20250721PD218/space-tech-semiconductors-packaging-south-korea-investment.html
Jul 21, 16:18Rapidus、2027年に2nm量産を目指すも、政治的混乱が見通しを曇らせるRapidus sets 2027 goal for 2nm mass production, but political shake-up clouds outlookhttps://www.digitimes.com/news/a20250721PD231/rapidus-2nm-production-2027-gaa.html
Jul 21, 15:13Nvidiaの中国向けチップ出荷整理が、SKハイニックスのメモリー拡張計画に拍車をかけるNvidia’s China chip clearance spurs SK Hynix memory expansion planshttps://www.digitimes.com/news/a20250721PD232/nvidia-sk-hynix-production-hbm3e-chips.html
Jul 21, 14:58計算処理に注目すべきではないのか? Lightmatterの3DフォトニクスがAIのデータボトルネックに挑むIs computing the wrong focus? Lightmatter’s 3D photonics tackles AI’s data bottleneckhttps://www.digitimes.com/news/a20250717VL207/3d-photonics-bandwidth-data.html
Jul 21, 15:24台湾マスク社、子会社の破綻を受け主要株主を変更Taiwan Mask Corporation changes major shareholder following subsidiary bankruptcyhttps://www.digitimes.com/news/a20250721PD229/tmc-photomask-subsidiary-bankruptcy-taiwan.html
Jul 21, 13:51Nvidia CEO ジェンセン・ファン、AI革新と技術エコシステムにおける中国の独自の役割を強調Nvidia CEO Jensen Huang highlights China’s unique role in AI innovation and tech ecosystemhttps://www.digitimes.com/news/a20250721PD221/nvidia-ceo-jensen-huang-technology-market.html
Jul 21, 13:25台湾のAIサーバーメーカー、関税懸念を受け北米投資を9倍に拡大Taiwan AI server makers boost North America investment ninefold on tariff fearshttps://www.digitimes.com/news/a20250721PD223/taiwan-investment-2025-ai-server-2024.html
Jul 21, 13:22サムスン、チップ関税とAI輸出規制に関してワシントンにロビー活動を展開していると報道Samsung reportedly lobbies Washington on chip tariffs and AI export curbshttps://www.digitimes.com/news/a20250721PD215/samsung-ban-ai-chip-plant-investment.html
Jul 21, 13:20富士フイルム、成長促進のためバックエンドプロセス材料への投資を強化Fujifilm increases back-end process materials investment to drive growthhttps://www.digitimes.com/news/a20250721PD222/materials-fujifilm-2025-investment-business.html
Jul 21, 12:34台湾のコンクリートメーカーGoldsun、耐震材料を武器にチップ工場ブームに乗るTaiwan concrete maker Goldsun rides chip factory boom with earthquake-resistant materialshttps://www.digitimes.com/news/a20250721PD212/tsmc-construction-materials-demand-taiwan.html
Jul 21, 11:31李在鎔、法的スキャンダルの無罪判決後にサムスン再建への道を模索するLee Jae-yong’s road to rebuild Samsung after legal scandal acquittalhttps://www.digitimes.com/news/a20250721PD204/samsung-chairman-legal-management-mergers-and-acquisitions-_m_a.html
Jul 21, 11:26マレーシア、半導体パッケージング強化とグローバル技術企業誘致のため2100万ドルの基金を立ち上げるMalaysia launches US$21 million fund to boost semiconductor packaging and attract global tech playershttps://www.digitimes.com/news/a20250721VL200/packaging-investment-osat-equipment-manufacturing.html
Jul 21, 11:15TSMC、1650億ドル規模の米国拡大にあたり慎重な姿勢を約束TSMC pledges prudence as it pursues US$165b US expansionhttps://www.digitimes.com/news/a20250721VL206/taiwan-tsmc-expansion-demand-arizona.html
Jul 21, 10:55関税後のグローバル技術対決、米中対立に注目が集まるGlobal tech showdown post-tariffs shines spotlight on US-China rivalryhttps://www.digitimes.com/news/a20250716PD232/us-china-trade-war-security-semiconductors-taiwan.html
Jul 21, 09:40週間ニュースまとめ:NvidiaがMicronと提携、Huaweiの『リトルHiSilicon』が登場、GB300の生産が開始Weekly news roundup: Nvidia partners with Micron, Huawei’s ‘Little HiSilicon’ launches, GB300 production beginshttps://www.digitimes.com/news/a20250721VL204/digitimes-asia-weekly-news-roundup-nvidia-huawei-micron-2025.html
wccftech
2025-07-22MechLands Vibe99 ワイヤレスゲーミングキーボードレビュー:この製品は独自の雰囲気を持っているMechLands Vibe99 Wireless Gaming Keyboard Review: This Thing Has Its Own Vibehttps://wccftech.com/review/mechlands-vibe99-wireless-gaming-keyboard-review/
2025-07-22Nacon、Test Drive Unlimited Solar Crownの2年目ロードマップを発表:タクシーミッション復活やコミュニティ主導機能などを盛り込むNacon Announces Year 2 Roadmap For Test Drive Unlimited Solar Crown, Including The Return Of Taxi Missions, Community-Driven Features, And Morehttps://wccftech.com/nacon-announces-test-drive-unlimited-solar-crown-year-2-roadmap/
2025-07-22MSIのProject ZeroがB860MおよびB850チップセット搭載マザーボードに拡大;プロシリーズモデルは背面にコネクタがあるとリークMSI’s Project Zero Expands To B860M And B850 Chipset Motherboards; Pro Series Models Leaked With Connectors At The Backhttps://wccftech.com/msis-project-zero-expands-to-b860m-and-b850-chipset-motherboards/
2025-07-22リマッチ、発売以降500万人のプレイヤー突破も、クロスプレイ対応はまだ6~9週間先Rematch Surpasses 5 Million Players Since Launch, Crossplay Support Still 6-9 Weeks Awayhttps://wccftech.com/rematch-surpasses-5-million-players-since-launch-crossplay-support-still-6-9-weeks-away/
2025-07-22Galaxy Z Fold 8、Galaxy Z Fold 7のチタン製バックプレート採用を見直し:構造剛性は低下するも、コスト削減で健全な利益確保を目指すGalaxy Z Fold 8 Could Ditch The Titanium Backplate Present In The Galaxy Z Fold 7, Reducing Its Structural Rigidity But Also Giving Samsung More Freedom To Make Healthier Margins By Cutting Down Costhttps://wccftech.com/galaxy-z-fold-8-could-forego-the-titanium-backplate-next-year-to-reduce-cost/
2025-07-22Donkey Kong Bananza、英国での実店舗発売売上が過去作を上回るも、『スーパーマリオオデッセイ』にはまだ大きく及ばずDonkey Kong Bananza Physical UK Launch Sales Beat Previous Donkey Kong Games, But Still Far Behind Super Mario Odysseyhttps://wccftech.com/donkey-kong-bananza-tops-uk-physical-sales-still-behind-super-mario-odyssey/
2025-07-22AIブームの衰退と思いきや再燃?OpenAIのサム・アルトマン、最大1億個のAIチップ買い支える意向―その規模は数兆ドルに匹敵する可能性もThought the AI Hype Was Fading? Think Again; OpenAI’s Sam Altman Signals to Buy Up to 100 Million AI Chips; A Move Potentially Worth Trillionshttps://wccftech.com/thought-the-ai-hype-was-fading-think-again-sam-altman-signals-to-buy-up-to-100-million-ai-chip/
2025-07-22『Ghost of Yotei』は『Ghost of Tsushima』と同程度の長さ―Sucker Punchが語るGhost of Yotei Has Similar Length to Ghost of Tsushima, Says Sucker Punchhttps://wccftech.com/ghost-of-yotei-similar-length-tsushima/
2025-07-22『Cyberpunk 2077』、コンソールでのVRR対応は“公式PS5 Proパッチに最も近い”とテック専門家が指摘Cyberpunk 2077 Getting VRR Support On Consoles Is “The Closest We’ll Get” To An Official PS5 Pro Patch, Tech Experts Sayhttps://wccftech.com/cyberpunk-2077-vrr-support-closest-to-official-ps5-pro-patch/
2025-07-22『Avatar: Frontiers of Pandora』、3周年記念にサードパーソンビューとニューゲーム+を実装Avatar: Frontiers of Pandora Is Getting Third-Person View and New Game+ on Its 3rd Anniversaryhttps://wccftech.com/avatar-frontiers-of-pandora-third-person-new-game-plus/
2025-07-22『Descenders Next』、SteamとXbox Game Passで配信開始Descenders Next Is Out Now On Steam and Xbox Game Passhttps://wccftech.com/descenders-next-out-now-steam-xbox-game-pass/
2025-07-22『Shadow of the Colossus』監督の上田文人、「ゲームメカニクスの時代は終わった」と断言Shadow of the Colossus Director Fumito Ueda Is Convinced “The Age of Game Mechanics Is Over”https://wccftech.com/shadow-of-the-colossus-director-fumito-ueda-convinced-age-of-game-mechanics-is-over/
2025-07-22人気低迷の中、Appleが大量ウェブスクレイピングから秘密ライセンス取引、合成コンテンツまでを駆使するAIモデル学習手法を公開Despite Its Dip In Popularity, Apple Reveals AI Model Training Tactics – From Mass Web Scraping To Secret Licensing Deals And Synthetic Contenthttps://wccftech.com/despite-its-dip-in-popularity-apple-reveals-ai-model-training-tactics-from-mass-web-scraping-to-secret-licensing-deals-and-synthetic-content/
2025-07-22Nintendo Switch 2 OLEDモデルの疑惑のミッドフレームプロトタイプがオンラインに流出Nintendo Switch 2 OLED Model Alleged Midframe Protoypes Surfaces Onlinehttps://wccftech.com/nintendo-switch-2-oled-prototypes/
2025-07-22QuantumScape(QS)株、評価懸念が高まる中、Lucid Group(LCID)との提携噂が影を落とすQuantumScape (QS) Stock Faces Brewing Valuation Concerns, Tempered By Chatter Around A Potential Partnership With Lucid Group (LCID)https://wccftech.com/quantumscape-qs-stock-faces-brewing-valuation-concerns-tempered-by-chatter-around-a-potential-partnership-with-lucid-group-lcid/
2025-07-21AMD、新型「SD 3 Medium」を発表―XDNA 2 AI NPU向けに設計された世界初のBF16 NPU、メモリ負荷の低減と高速なテキスト→画像生成を実現AMD Intros “SD 3 Medium”, The World’s First BF16 NPU Model Designed For XDNA 2 AI NPUS, Offer Reduced Memory Footprint & Faster Text-To-Image Genhttps://wccftech.com/amd-sd-3-turbo-worlds-first-bf16-npu-model-for-xdna-2-ai-npus-reduced-memory-footprint-faster-text-to-image-gen/
2025-07-21NVIDIA、次世代Vera Rubin AIサーバーの準備と同時にBlackwell Ultra GB300ユニットを展開―ジェンセンだけが課す厳しい基準NVIDIA Gears Up for Next-Gen Vera Rubin AI Servers While Rolling Out Blackwell Ultra GB300 Units; A Relentless Standard Only Jensen Dares to Sethttps://wccftech.com/nvidia-gears-up-for-next-gen-vera-rubin-ai-servers-while-rolling-out-blackwell-ultra-gb300-units/
2025-07-21TSMC、世界最大の受託半導体メーカー兼NVIDIA AI供給元、月産20万ウェハへの増産が見込まれる―報道によるとTSMC, World’s Largest Contract Chipmaker & NVIDIA AI Supplier, Could Boost Output To 200,000 Wafers Per Month – Reporthttps://wccftech.com/tsmc-worlds-largest-contract-chipmaker-nvidia-ai-supplier-could-boost-output-to-200000-wafers-per-month-report/
2025-07-21Trump Media And Technology Group(DJT)、20億ドル相当のビットコインと3億ドル分のオプションを購入Trump Media And Technology Group (DJT) Buys $2 Billion Worth Of Bitcoin, And $300 Million In Options On Bitcoinhttps://wccftech.com/trump-media-and-technology-group-djt-buys-2-billion-worth-of-bitcoin-and-300-million-in-options-on-bitcoin/
2025-07-21『Ready or Not』、コンソール版が4日間で100万本突破、累計販売本数は1000万本超えReady or Not Soars Past 1 Million Copies Sold On Console In Four Days, Brings Total Sales Past 10 Millionhttps://wccftech.com/ready-or-not-past-1-million-copies-sold-consoles-10-million-total-copies-sold/
2025-07-21SMICの現行5nm工程歩留まり、60~70%と噂―7nm未満のウェハ生産挑戦として画期的だが見解は分かれるSMIC’s Current 5nm Yields Rumored To Be In The 60-70 Percent Range, Making It An Exceptional Milestone To Pursue Sub-7nm Wafer Production, But Not Everyone Agrees With These Claimshttps://wccftech.com/smic-5nm-yields-between-60-and-70-percent-claims-tipster/
2025-07-21報道によると、NVIDIAは中国でのH20 AIチップ生産を再開しないNVIDIA Won’t Restart China H20 AI Chip Production, Says Reporthttps://wccftech.com/nvidia-wont-restart-china-h20-ai-chip-production-says-report/
2025-07-21米商務長官ハワード・ラトニックによると、NVIDIAの中国向けH20禁止措置が高リスクのレアアース貿易交渉で解除されたが、その価値は問われるNVIDIA’s H20 Ban Lifted in High-Stakes Trade Talks For China’s Rare Earths, Says US Commerce Secretary Howard Lutnick; But Was It Worth It?https://wccftech.com/nvidia-h20-ban-lifted-in-high-stakes-trade-for-china-rare-earths/
2025-07-21Colorful、Ryzen 9000向けに特別設計されたiGame Shadow II DDR5メモリシリーズを初公開Colorful Debuts iGame Shadow II DDR5 Memory Series, Specially Crafted For Ryzen 9000 Processorshttps://wccftech.com/colorful-debuts-igame-shadow-ii-ddr5-memory-series-specially-crafted-for-ryzen-9000-processors/
2025-07-21Ubisoft CEO、『Star Wars Outlaws』の失敗はIPの問題とし、どのゲームも永続的なサポートは不可能と語るUbisoft CEO Blames Star Wars Outlaws Failure on the IP, Says No Game Can Be Supported Foreverhttps://wccftech.com/ubisoft-ceo-blames-star-wars-outlaws-failure-on-the-ip-says-no-game-can-be-supported-forever/
2025-07-21『Battlefield 6』オープンベータ、8月初旬に開始予定―最新Battlefield Labsビルドより改善が期待(噂)Battlefield 6 Open Beta is Scheduled to Go Live in Early August; Expected to Have Improvements Over Latest Battlefield Labs Build – Rumorhttps://wccftech.com/battlefield-6-open-beta-august/
2025-07-21MSIのB850i Edge Ti WiFi、A2B2 DDR5 DIMM構成を採用;新デザインはAMD Zen 6 CPUにも対応すると報道MSI’s B850i Edge Ti WiFi Features A2B2 DDR5 DIMM Configuration, New Design Reportedly Supports Upcoming AMD Zen 6 CPUshttps://wccftech.com/msi-b850i-edge-ti-wifi-a2b2-ddr5-dimm-configuration-design-supports-amd-zen-6-cpus/
2025-07-21PlayStation 5 Pro、Pure Pool Proをネイティブ8K・60FPSで動作させるPlayStation 5 Pro Will Run Pure Pool Pro At Native 8K Resolution, 60 FPShttps://wccftech.com/playstation-5-pro-native-8k-60-fps-pure-pool-pro/
2025-07-21Nintendo Switch 2向け『ファイアーエムブレム』タイトルが開発中との噂A Nintendo Switch 2 Fire Emblem Game May Be In Development – Rumorhttps://wccftech.com/ninetndo-switch-2-fire-emblem-development/
2025-07-21『Starfield』のセカンドエクスパンション、2025年発売は難しいとの噂Starfield Second Expansion Is Unlikely to Launch in 2025 – Rumorhttps://wccftech.com/starfield-second-expansion-unlikely-2025/
2025-07-21Anthropic共同創業者、Metaが同様の多額投資で従業員囲い込みを試みたと語る―オファーを受けた者を非難せず、チームは『ミッション指向』Anthropic Co-Founder Says Meta Attempted The Same Multi-Million-Dollar Tactic To Lure His Employees, Says He Does Not Blame Anyone Who Took Those Offers, But Believes His Team Is ‘Mission-Oriented’https://wccftech.com/anthropic-co-founder-says-meta-tried-poaching-his-employees-but-they-remain-steadfast/
2025-07-21Enermax、最新Intel・AMDプラットフォーム向けにLIQMAX IV ARGB 360mm AIOエディションを発売Enermax Launches LIQMAX IV ARGB 360mm AIO Edition For Latest Intel And AMD Platformshttps://wccftech.com/enermax-launches-liqmax-iv-argb-360mm-aio-edition/
2025-07-21Samsung、今月中にHBM4サンプルをAMD、NVIDIA他へ供給―今回はSKハイニックスと直接対決かSamsung Expected to Supply HBM4 Samples to AMD, NVIDIA & Other Customers This Month; Coming Head-to-Head With SK Hynix This Timehttps://wccftech.com/samsung-expected-to-supply-hbm4-samples-to-amd-nvidia-other-customers-this-month/
2025-07-21AMD Ryzen Threadripper PRO 9995WX、96コア『Zen 5』すべてを5GHzにオーバークロック―Cinebenchで18.6万点、最大950Wの消費AMD Ryzen Threadripper PRO 9995WX CPU Overclocked To 5 GHz Across All 96 “Zen 5” Cores, Scores Over 186K Points In Cinebench, And Consumes Up To 950W Powerhttps://wccftech.com/amd-ryzen-threadripper-pro-9995wx-cpu-overclocked-5-ghz-96-zen-5-cores-scores-186k-cinebench-950w-power/
2025-07-21Apple、折りたたみiPhone向けのシームレスUI実現を目指し、まもなくiOS 27の開発に着手Apple To Kick Off iOS 27 Development Soon, With Its New Update Laser-Focused On Delivering A Seamless UI Experience For The Company’s Upcoming Foldable iPhonehttps://wccftech.com/apple-to-start-ios-27-development-soon-will-be-tailored-for-the-foldable-iphone/
日経 Tech Foresight
2025-07-22インテルの1.8ナノ半導体 専門家「競争力足りず」https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC16B4W0W5A710C2000000
2025-07-22「粘土でリチウム抽出」「EUが量子チップ」 海外動向https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC178Y50X10C25A7000000
2025-07-22ラピダス、試作ウエハー公開 27年量産へ難所これからhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC187HL0Y5A710C2000000
2025-07-22阪大、劣化した磁石を触媒作用で回復 磁気メモリーにhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC151UQ0V10C25A7000000
マイナビニュース テックプラス
2025-07-22OKIとEfinix、FPGAおよび搭載AI機器の設計・生産サービス事業で提携https://news.mynavi.jp/techplus/article/20250722-3376920/
TrendForce
2025-07-21TSMC、アリゾナ州でドローン展開開始を計画 供給業者は2025年第4四半期に決定予定TSMC Reportedly Planning Drone Rollout Starting in Arizona, with Suppliers to Be Confirmed in 4Q25https://www.trendforce.com/news/2025/07/21/news-tsmc-reportedly-planning-drone-rollout-starting-in-arizona-with-suppliers-to-be-confirmed-in-4q25/
2025-07-21NVIDIAのH20生産に課題か? TSMCのN4工程がフル稼働中にもかかわらず、在庫は維持されていると報じられるNVIDIA’s H20 Production Faces Challenges? Inventory Reportedly Holds Amid Full TSMC N4 Capacityhttps://www.trendforce.com/news/2025/07/21/news-nvidias-h20-production-faces-challenges-inventory-reportedly-holds-amid-full-tsmc-n4-capacity/
2025-07-21Huawei、CloudMatrix 384を発表予定 NVIDIA GB200 NVL72の2倍のスループットを実現すると噂Huawei to Unveil CloudMatrix 384, Rumored to Deliver 2× NVIDIA GB200 NVL72 Throughputhttps://www.trendforce.com/news/2025/07/21/news-huawei-to-unveil-cloudmatrix-384-rumored-to-deliver-2x-nvidia-gb200-nvl72-throughput/
2025-07-21Nikon、パネル単位パッケージング向けDSP-100システムを発表 600mmパネル対応で9倍のスループットを実現Nikon Unveils DSP-100 System for Panel-Level Packaging, Supporting 600mm Panels with 9x Throughputhttps://www.trendforce.com/news/2025/07/21/news-nikon-unveils-dsp-100-system-for-panel-level-packaging-supporting-600mm-panels-with-9x-throughput/
2025-07-21中国・寒武紀、AIチップとソフトウェア推進のためA株発行で40億元調達を計画China’s Cambricon to Raise RMB 4B via A-Share Issuance for AI Chip and Software Pushhttps://www.trendforce.com/news/2025/07/21/news-chinas-cambricon-to-raise-rmb-4b-via-a-share-issuance-for-ai-chip-and-software-push/
Semiconductor Digest
2 hours agoBuschグループ共同創業者カール・ブッシュ氏、96歳で死去Busch Group Co-Founder Karl Busch Dies at 96https://www.semiconductor-digest.com/busch-group-co-founder-karl-busch-dies-at-96/
3 hours ago溶剤選択ツール、熱電デバイスの性能向上に寄与Solvent Selection Tool Boosts Thermoelectric Deviceshttps://www.semiconductor-digest.com/solvent-selection-tool-boosts-thermoelectric-devices/
3 hours agoSiemensとUMC、mPowerテクノロジーでEM/IRドロップ解析の進展に協力Siemens and UMC Collaborate to Advance EM/IR Drop Analysis with mPower Technologyhttps://www.semiconductor-digest.com/siemens-and-umc-collaborate-to-advance-em-ir-drop-analysis-with-mpower-technology/
5 hours agoTekscend Photomask、戦略的フォトマスク描画投資により欧州で生産能力を拡大Tekscend Photomask Expands Production Capacity in Europe with Strategic Photomask Writing Investmenthttps://www.semiconductor-digest.com/tekscend-photomask-expands-production-capacity-in-europe-with-strategic-photomask-writing-investment/
5 hours agoSEMI Foundation、NSF主導の全国規模応募で米国マイクロエレクトロニクス労働力の産業ニーズに応えるSEMI Foundation Launches NSF-Powered National Call for Applicants of Regional Nodes to Meet Industry Needs for the U.S. Microelectronics Workforcehttps://www.semiconductor-digest.com/semi-foundation-launches-nsf-powered-national-call-for-applicants-of-regional-nodes-to-meet-industry-needs-for-the-u-s-microelectronics-workforce/
日本経済新聞
2025-07-22参院選与党大敗 「減税なら長期金利1.6%超えも」、欧米投資家に聞くhttps://www.nikkei.com/article/DGXZQOGR2134A0R20C25A7000000/
2025-07-22ロンドン証取、24時間取引を検討 米国勢に対抗https://www.nikkei.com/article/DGXZQOGR213P50R20C25A7000000/
2025-07-22OKI、米エフィニックスと協業 書き換え可能な「FPGA」回路設計でhttps://www.nikkei.com/article/DGXZQOUC18CBD0Y5A710C2000000/
2025-07-22素粒子でコンテナ可視化 違法薬物や危険物検査機器、KEKが開発へhttps://www.nikkei.com/article/DGXZQOSG077GC0X00C25A7000000/
2025-07-22北海道に半導体関連約50社進出 ラピダス試作に「様子見」企業もhttps://www.nikkei.com/article/DGXZQOFC176VH0X10C25A7000000/
2025-07-22ラピダス、倍速の生産立ち上げ 日本の半導体再興へ供給網の力結集https://www.nikkei.com/article/DGXZQOUC094F80Z00C25A7000000/
2025-07-22海外から「ご指名」、中小企業の医療系技術 緑内障手術や人工関節でhttps://www.nikkei.com/article/DGXZQOUF0824Z0Y5A700C2000000/
2025-07-22「もったいないIR株」の投資術 割安のわなの回避条件https://www.nikkei.com/article/DGXZQOUB17BC00X10C25A7000000/
2025-07-22日東電工は「電気で剥がれるテープ」 素材・材料、分解しやすさに商機https://www.nikkei.com/article/DGXZQOUC073L30X00C25A7000000/
2025-07-22トランプ関税で動く企業 ステランティスが赤字転落、米国で販売減もhttps://www.nikkei.com/article/DGXZQOUC04CHJ0U5A400C2000000/
ダイヤモンドオンライン
Jul 21 21:00営業利益56%減の衝撃…「サムスン電子の苦戦」が突きつけた「AI後進国ニッポン」への警告https://diamond.jp/articles/-/368848
Jul 21 20:20清原達郎式「割安小型成長株」候補281銘柄!【2025年7月最新版】独自のネットキャッシュ比率を活用した爆発的破壊力を秘める銘柄発掘術とは?https://diamond.jp/articles/-/368836
Jul 21 20:05日本のものづくりの「勝ち筋」を情報処理推進機構・齊藤理事長に聞く…製造業のエコシステムを構築し、デジタル主権を勝ち取れ!https://diamond.jp/articles/-/368754
Jul 21 20:00同じ悩みを抱える企業と共同出資してシステムを開発。資金も人材も足りない中小企業が選んだ“身の丈”DXhttps://diamond.jp/articles/-/368599
Tom’s Hardware
2025-07-21 22:08サム・アルトマン氏、OpenAI向けに3兆ドルに達する可能性のある1億枚のGPU規模についてほのめかすSam Altman teases 100 million GPU scale for OpenAI that could cost $3 trillionhttps://www.tomshardware.com/tech-industry/sam-altman-teases-100-million-gpu-scale-for-openai-that-could-cost-usd3-trillion-chatgpt-maker-to-cross-well-over-1-million-by-end-of-year
2025-07-21 22:01コード凍結中にAIコーディングプラットフォームが暴走し、会社全体のデータベースを削除AI coding platform goes rogue during code freeze and deletes entire company databasehttps://www.tomshardware.com/tech-industry/artificial-intelligence/ai-coding-platform-goes-rogue-during-code-freeze-and-deletes-entire-company-database-replit-ceo-apologizes-after-ai-engine-says-it-made-a-catastrophic-error-in-judgment-and-destroyed-all-production-data
TechPowerup
2025-07-21T18:08:54+00:00Cougar OmnyXのレビューCougar OmnyX Reviewhttps://www.techpowerup.com/review/cougar-omnyx/
2025-07-21T14:21:27+00:00AMDとStability AIが、NPU搭載ノートパソコンでのローカルAI画像生成を実現AMD and Stability AI Enable Local AI Image Generation on NPU-Powered Laptopshttps://www.techpowerup.com/339112/amd-and-stability-ai-enable-local-ai-image-generation-on-npu-powered-laptops
2025-07-21T14:03:29+00:00AdGuardで、9台で生涯使用可能な広告ブロックをわずか16ドルで実現Get Lifetime Ad Blocking Across 9 Devices for Only $16 with AdGuardhttps://www.techpowerup.com/339098/get-lifetime-ad-blocking-across-9-devices-for-only-usd-16-with-adguard
2025-07-21T13:45:31+00:00Plaion、Atari、バンダイナムコがAtari 2600+ Pac-Manエディションを発表Plaion, Atari and Bandai Namco Announce Atari 2600+ Pac-Man Editionhttps://www.techpowerup.com/339111/plaion-atari-and-bandai-namco-announce-atari-2600-pac-man-edition
2025-07-21T10:16:58+00:00AMD Threadripper PRO 9995WXが全コア5.00GHzで稼働、947Wでマルチスレッド実行時に186K CBを記録AMD Threadripper PRO 9995WX Made to Run at 5.00 GHz All-Core, Scores 186K CB Multithreaded at 947Whttps://www.techpowerup.com/339109/amd-threadripper-pro-9995wx-made-to-run-at-5-00-ghz-all-core-scores-186k-cb-multithreaded-at-947w
2025-07-21T09:00:35+00:00ASUS ROG Astral『初音ミク』RTX 5080が100%プレミアム仕様で登場ASUS ROG Astral “Hatsune Miku” RTX 5080 Comes with a 100% Premiumhttps://www.techpowerup.com/339106/asus-rog-astral-hatsune-miku-rtx-5080-comes-with-a-100-premium
2025-07-21T08:28:17+00:00NVIDIA、CUDAをRISC-Vに移植―オープンソースISAに大きく賭けるNVIDIA Ports CUDA to RISC-V, Betting Big on Open-Source ISAhttps://www.techpowerup.com/339104/nvidia-ports-cuda-to-risc-v-betting-big-on-open-source-isa
2025-07-21T08:02:06+00:00EA DICEが『Battlefield 6』の開発を確認―キャンペーンモード搭載の可能性もEA DICE Confirmed Working on “Battlefield 6,” Could Feature Campaignhttps://www.techpowerup.com/339105/ea-dice-confirmed-working-on-battlefield-6-could-feature-campaign
2025-07-21T07:43:31+00:00AMD FSR 4がOptiScalerを通じて、あらゆるDX11/12タイトルで利用可能にAMD FSR 4 Now Available in Any DX11/12 Title via OptiScalerhttps://www.techpowerup.com/339103/amd-fsr-4-now-available-in-any-dx11-12-title-via-optiscaler
2025-07-21T07:21:50+00:00Intel、Xe3 iGPU搭載の『Wildcat Lake』低価格CPUで「LP」iGPUバリアントに復帰Intel to Return to “LP” iGPU Variants with Xe3 iGPU Powering “Wildcat Lake” Budget CPUshttps://www.techpowerup.com/339102/intel-to-return-to-lp-igpu-variants-with-xe3-igpu-powering-wildcat-lake-budget-cpus
2025-07-21T07:07:28+00:00AMDの次世代UDNA/RDNA 5 GPUは、96 CUと384ビットメモリバスを搭載する可能性AMD’s Upcoming UDNA / RDNA 5 GPU Could Feature 96 CUs and 384-bit Memory Bushttps://www.techpowerup.com/339101/amds-upcoming-udna-rdna-5-gpu-could-feature-96-cus-and-384-bit-memory-bus
2025-07-21T06:59:27+00:00COLORFUL、iGame Shadow IIシリーズDDR5メモリを発表COLORFUL Introduces iGame Shadow II Series DDR5 Memoryhttps://www.techpowerup.com/339100/colorful-introduces-igame-shadow-ii-series-ddr5-memory
2025-07-21T06:55:43+00:00AAEON、産業用オートメーション市場向けの堅牢で効率的な2.5インチSBC『PICO-TWL4』をリリースAAEON Releases PICO-TWL4, a Robust, Efficient 2.5-inch SBC for the Industrial Automation Markethttps://www.techpowerup.com/339099/aaeon-releases-pico-twl4-a-robust-efficient-2-5-inch-sbc-for-the-industrial-automation-market
EETimes Taiwan
2025-07-21《Silicon 100》発表! 世界のエレクトロニクスと半導体のスタートアップに注目《Silicon 100》出爐! 聚焦全球電子與半導體新創勢力https://www.eettaiwan.com/20250721nt11-2025-silicon-100-spotlight-on-the-world-s-top-electronics-and-semiconductor-startups/
2025-07-21SSBの逆襲:単純なサイドバンドから無線通信の主流へSSB的逆襲:從傻瓜邊帶到無線主流https://www.eettaiwan.com/20250721nt51-single-sideband-generation-part-2/
2025-07-21ソフトウェア定義、AIとシリコン主導:Siemens EDAがシステム設計革新を推進軟體定義、AI與矽驅動 Siemens EDA推動系統設計創新https://www.eettaiwan.com/20250721nt11-software-defined-ai-powered-silicon-enabled-siemens-eda-charts-a-new-course-for-system-design/
2025-07-21eスポーツ需要好調、2025年のOLEDモニターパネル出荷台数が前年比で上昇見込み電競需求暢旺 2025年OLED監視器面板出貨年增上調https://www.eettaiwan.com/20250721nt21-2025-oled-monitor-panel-shipment/
EETimes Asia
2025-07-21リビング・オプティクスとAVerMediaが連携し、エッジでのリアルタイムスペクトル解析を実現Living Optics and AVerMedia Collaborate to Bring Real-time Spectral Analysis to the Edgehttps://www.eetasia.com/living-optics-and-avermedia-collaborate-to-bring-real-time-spectral-analysis-to-the-edge/
2025-07-212025年第2四半期、世界のスマートフォン出荷台数が前年比2%増加Worldwide Smartphone Shipments Up 2% YoY in 2Q 2025https://www.eetasia.com/worldwide-smartphone-shipments-up-2-yoy-in-2q-2025/
2025-07-21SK keyfoundryとLB Semiconが、ダイレクトRDLを活用した先進的なチップパッケージング技術を推進SK keyfoundry and LB Semicon Advance Chip Packaging with Direct RDLhttps://www.eetasia.com/sk-keyfoundry-and-lb-semicon-advance-chip-packaging-with-direct-rdl/
2025-07-21SynopsysがAnsysの買収を完了Synopsys Completes Ansys Acquisitionhttps://www.eetasia.com/synopsys-completes-ansys-acquisition/
2025-07-21Rapidusが2nm GAAトランジスタの試作を開始Rapidus Starts Prototyping of 2nm GAA Transistorshttps://www.eetasia.com/rapidus-starts-prototyping-of-2nm-gaa-transistors/
2025-07-21GNSSスプーフィング対策:IoTセキュリティ向上に向けた革新技術Countering GNSS Spoofing: Innovations for IoT Securityhttps://www.eetasia.com/embeddedblog-countering-gnss-spoofing-innovations-for-iot-security/
EETimes India
2025-07-21SEMI と TechSearch、2025年版 世界中の半導体実装・テスト施設データベースを発表SEMI and TechSearch Release 2025 Edition of Worldwide Semiconductor Assembly & Test Facility Databasehttps://www.eetindia.co.in/semi-and-techsearch-release-2025-edition-of-worldwide-semiconductor-assembly-test-facility-database/
2025-07-21Lattice、高いI/O密度とセキュアなFPGAオプションでポートフォリオを拡大Lattice Expands Portfolio with High I/O Density and Secure FPGA Optionshttps://www.eetindia.co.in/lattice-expands-portfolio-with-high-i-o-density-and-secure-fpga-options/
2025-07-21SolidVue、Lumotiveと提携し次世代LiDARシステムを推進SolidVue Partners with Lumotive to Advance Next-Gen LiDAR Systemshttps://www.eetindia.co.in/solidvue-partners-with-lumotive-to-advance-next-gen-lidar-systems/
2025-07-21Jennifer Lloyd、Power Integrationsの次期CEOに就任Jennifer Lloyd Named Next CEO of Power Integrationshttps://www.eetindia.co.in/jennifer-lloyd-named-next-ceo-of-power-integrations/
2025-07-21Kaynes Semicon、パワーモジュールに特化したセンター・オブ・エクセレンスを設立Kaynes Semicon Setting Up Center of Excellence Focused on Power Moduleshttps://www.eetindia.co.in/kaynes-semicon-setting-up-center-of-excellence-focused-on-power-modules/
ZDNET Korea
2025-07-22[訃報] 위광복 소재部品投資機関協議会本部長 父親の逝去[부음] 위광복 소재부품투자기관협의회 본부장 부친상https://www.zdnet.co.kr/20250722072232%22%20title=%22
2025-07-21KOTRA、AI委員会の発足…AIで輸出1兆ドルを牽引KOTRA, AI위원회 출범…AI로 수출 1조 달러 이끈다https://www.zdnet.co.kr/20250721211906%22%20title=%22
2025-07-21한전KDN、중기중앙회と中小企業向けAI・デジタル転換支援協定を締結한전KDN, 중기중앙회와 중기 AI·디지털 전환 지원 협약https://www.zdnet.co.kr/20250721210241%22%20title=%22
2025-07-21電気自動車に伴い停止したバッテリー工場…「防衛・ヒューマノイドが再躍進の原動力」전기차 따라 멈춘 배터리 공장…”방산·휴머노이드가 재도약 동력”https://www.zdnet.co.kr/20250721164859%22%20title=%22
2025-07-21로그프레소、プラグインを活用した統合セキュリティ監視特許を登録로그프레소, 플러그인 활용 통합보안관제 특허 등록https://www.zdnet.co.kr/20250721195138%22%20title=%22
2025-07-21라온메타-맞추다、メタバースプラットフォームを基盤とした資格試験協力を開始라온메타-맞추다, 메타버스 플랫폼 기반 자격시험 협력https://www.zdnet.co.kr/20250721193607%22%20title=%22
2025-07-21[訃報] 손정현 스타벅스 코리아代表、母の逝去[부음] 손정현 스타벅스 코리아 대표 빙모상https://www.zdnet.co.kr/20250721192929%22%20title=%22
2025-07-21SGA솔루션즈、システムアクセス制御子会社「SGN」と合併…ゼロトラスト強化SGA솔루션즈, 시스템 접근제어 자회사 ‘SGN’ 합병…제로트러스트 강화https://www.zdnet.co.kr/20250721191814%22%20title=%22
2025-07-21코웨이、学校スポーツクラブ主催の車椅子バスケットボール大会を開催코웨이, 학교스포츠클럽 휠체어농구대회 개최https://www.zdnet.co.kr/20250721190619%22%20title=%22
2025-07-21金정관産業大臣「主力産業にAIを大々的に導入・活用…生産性・付加価値を高めるべき」김정관 산업 장관 “주력 산업에 AI 대대적 접목·활용…생산성·부가가치 높여야”https://www.zdnet.co.kr/20250721183606%22%20title=%22
2025-07-21배경훈・류제명、集中豪雨被害復旧現場を点検배경훈·류제명, 집중호우 피해 복구현장 점검https://www.zdnet.co.kr/20250721182621%22%20title=%22
2025-07-21LGU+、1株あたり250ウォンの中間配当を決定…自己株買い・消却を同時に実施LGU+, 주당 250원 중간배당 결정…자사주 매입·소각 동시 진행https://www.zdnet.co.kr/20250721173944%22%20title=%22
2025-07-21르노코리아、新社長に『구매통』を任命…グラン 콜레오스主役ド블レ즈はインドへ르노코리아, 신임 사장에 ‘구매통’ 선임…그랑 콜레오스 주역 드블레즈는 인도로https://www.zdnet.co.kr/20250721181822%22%20title=%22
2025-07-21“民生回復消費クーポン、フランチャイズ・デリバリーアプリの使用、こちらを確認してください”“민생회복 소비쿠폰 프랜차이즈·배달앱 사용, 이것 확인하세요”https://www.zdnet.co.kr/20250721165701%22%20title=%22
2025-07-21社長陣会議を終えた 신동빈会長…流通事業の構造改革の兆し?사장단 회의 마친 신동빈 회장…유통사업 구조 개편 신호탄?https://www.zdnet.co.kr/20250721171239%22%20title=%22
2025-07-21“公共機関もISMS認証と情報保護の公示を含めるべき”“공공기관도 ISMS 인증과 정보보호 공시 포함해야”https://www.zdnet.co.kr/20250721173748%22%20title=%22
2025-07-21現実に迫る量子コンピューティング…商用化のための『国家的R&D投資』が急務현실로 다가오는 양자컴퓨팅…상용화위한 ‘국가적 R&D 투자’ 시급https://www.zdnet.co.kr/20250721173610%22%20title=%22
2025-07-21요기요、’불꽃야구’の試合観戦チケット贈呈イベントを開催요기요 ‘불꽃야구’ 직관 티켓 증정 이벤트 연다https://www.zdnet.co.kr/20250721164811%22%20title=%22
2025-07-21‘民生回復消費クーポン’の申請開始…行政安全部、支給システムの点検に全力‘민생회복 소비쿠폰’ 신청 시작…행안부, 지급 시스템 점검 총력https://www.zdnet.co.kr/20250721172812%22%20title=%22
2025-07-21캐노피-케이뱅크、戦略的マーケティング提携…「革新的金融ビジネスモデルの開発」캐노피-케이뱅크, 전략적 마케팅 제휴…”혁신 금융 비즈니스 모델 개발”https://www.zdnet.co.kr/20250721172816%22%20title=%22
中央日報
2025-07-22AIロボットも中国天下…「2050年には人間のワールドカップ優勝チームを打ち負かす」 [中国AI推進現場レポート]AI로봇도 중국천하…”2050년엔 인간 월드컵 우승팀 꺾겠다” [중국 AI굴기 현장리포트]https://www.joongang.co.kr/article/25353262
2025-07-22米財務「次回の米中交渉で中国がロシア産石油購入を議論する」美재무 “차기 미중협상서 중국의 러시아 석유 구입 논의할 것”https://www.joongang.co.kr/article/25353260
2025-07-22中国裁判所、‘559억원の賄賂’に関連して武器産業の元役員に死刑を言い渡す中법원, ‘559억원 뇌물’ 방산기업 전 임원에 사형 집유https://www.joongang.co.kr/article/25353255
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