TOC
Main News
- Intel’s Financial Crisis and Strategic Shift: Intel posted a net loss of $2.9 billion in the second quarter of 2025, its sixth consecutive quarterly loss; CEO Rip Boo Tan has announced a policy of fiscal austerity, declaring “no more blank checks” and planning job cuts of up to 30% (over 15,000 employees) He plans to cut up to 30% (more than 15,000 employees) of his workforce. It was also suggested that if the 14A node does not gain interest from external customers, the company may withdraw from the cutting-edge chip competition and consider outsourcing to TSMC for 18A and beyond.
- China’s move toward semiconductor self-sufficiency: China is focusing on 22/28nm processes in response to the changing wafer procurement environment and is developing photoresists for next-generation EUV to break the US technology blockade. Also, the “GPU repair” business for illegally obtained NVIDIA H100 and A100 AI chips is growing rapidly, with large numbers of GeForce RTX 5090s being converted to AI GPUs.
- TSMC’s Advance Process Advantages and Implications: TSMC’s 2nm process production is expected to exceed 3nm capacity and reach record highs due to huge demand from major tech companies. On the other hand, the push for expansion in the U.S. has reportedly pushed back the startup of the second fab in Kumamoto to 2029.
- Rapid Expansion of the AI Data Center Semiconductor Market: The AI data center semiconductor market is projected to rapidly expand to over 40 trillion yen by 2028. In response, Meta is attracting AI talent from competitors at such high compensation that Google DeepMind’s CEO has described it as “reasonable.
- High-Bandwidth Flash Memory Technology Innovation for AI by Raja Koduri: Raja Koduri has joined Sandisk’s HBF ( High-Bandwidth Flash) Memory Technology Advisory Board, which aims to deliver “4TB” capacity for AI GPUs, 8 to 16 times the capacity of HBM, at the same price. This could lead to a quantum leap in AI processing power.
- Rapidus Achieves Manufacturing Speeds Surpassing TSMC in 2nm Process: Rapidus, a Japanese company, announced that it has tripled its chip manufacturing speeds surpassing TSMC in its unified 2nm process. This is an indication of Japan’s growing presence in the field of advanced semiconductor manufacturing.
- NVIDIA AI Chip Shipments to China Resume: With the ban on H20 chip shipments lifted, Nvidia has resumed supplying AI chips to China. This is an important development in the semiconductor technology friction between the U.S. and China.
- Former President Trump’ s Stimulus Plan Financed by Tariff Re venues: Former President Trump has announced his intention to issue “stimulus checks” financed by tariff revenues to reduce the burden on consumers. He also released a summary of the agreement with Japan on a new 15% standard for tariff negotiations.
- Renesas’ largest ever loss and uncertain growth strategy: Renesas posted a loss of 175.3 billion yen for the second quarter of 2025, with Wolfspeed’s restructuring support resulting in a loss of 235 billion yen. The business for EVs in particular has been a dud, resulting in the largest-ever loss for the January-June period, and a growth strategy that is difficult to see.
- Advances in high-capacity memory technology: SK Hynix confirmed that it is developing 3GB GDDR7 memory modules, which could lead to increased VRAM capacity for future GPUs. TeamGroup also showed off a 256GB quad-channel DDR5 memory kit for high loads.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Jul 25, 07:04 | 初の決算説明会で、リップ・ブー・タン氏がインテルに緊縮財政の方針を打ち出す | In first earnings call, Lip-Bu Tan sets austerity tone for Intel | https://www.digitimes.com/news/a20250725VL201/intel-earnings-ceo-nvidia-market.html |
| Jul 25, 06:21 | Rebellions社がCoAsia SEMIと提携し、世界中のデータセンターにAIチップレットを供給する | Rebellions partners with CoAsia SEMI to deliver AI chiplets to data centers worldwide | https://www.digitimes.com/news/a20250724PD211/ai-startup-coasia-microelectronics-design-development-packaging.html |
| Jul 25, 06:21 | ウェハ調達環境の変化を受け、中国が22/28nmプロセスに狙いを定める | China targets 22/28nm as wafer sourcing landscape shifts | https://www.digitimes.com/news/a20250724PD219/investment-mature-process-wafer-ic-design-capacity.html |
| Jul 25, 06:20 | 米国の技術封鎖を打破するために、中国が次世代EUV用フォトレジストを開発する | China develops next-gen EUV photoresist in bid to break US tech blockade | https://www.digitimes.com/news/a20250724PD234/euv-photoresist-dutch-tsinghua-university-tsinghua.html |
| Jul 25, 06:18 | Rapidus社、統一型2nmプロセスでTSMCを凌ぐチップ製造速度を3倍に向上 | Rapidus touts threefold boost in chipmaking speed over TSMC with unified 2nm process | https://www.digitimes.com/news/a20250723PD204/rapidus-2nm-manufacturing-japan-tsmc.html |
| wccftech | |||
| 2025-07-26 | 女性向けデーティングアプリ『Tea』、男性の危険信号を特定するために使われていたが、大規模なデータ流出に見舞われる；どうやらバックエンドのストレージは「Vibe-Coded」になっている模様 | Women’s Dating App ‘Tea,’ Used to Identify Red Flags in Men, Suffers Massive Data Leak; Apparently, the Back-End Storage Appears to Be “Vibe-Coded” | https://wccftech.com/womens-dating-app-tea-used-to-identify-red-flags-in-men-suffers-massive-data-leak/ |
| 2025-07-26 | IntelのCEOリップ＝ブー・タンの再建努力、巨額銀行JPMorganを感心させるには至らず | Intel CEO Lip-Bu Tan’s Turnaround Efforts Fail To Impress Banking Giant JPMorgan | https://wccftech.com/intel-ceo-lip-bu-tans-turnaround-efforts-fail-to-impress-banking-giant-jpmorgan/ |
| 2025-07-26 | トランプ大統領、消費者負担を軽減するために関税収入を資金源とする『景気刺激小切手』発行の意向を明かす | President Trump Reveals Intentions to Issue ‘Stimulus Checks’ Funded by Tariff Revenue to Ease the Burden on Consumers | https://wccftech.com/president-trump-reveals-intentions-to-issue-stimulus-checks-funded-by-tariff-revenue/ |
| 2025-07-26 | Amazon MGM Studios制作の『Wolfenstein』TVショー、Falloutプロデューサーのパトリック・ソマービルがショーランナーに就任 | Wolfenstein TV Show Coming From Amazon MGM Studios, with Fallout Producer Patrick Somerville as Showrunner | https://wccftech.com/wolfenstein-tv-show-amazon-fallout-producer/ |
| 2025-07-26 | 中国の『GPU修理』事業が急拡大中 ― 違法入手されたNVIDIA H100およびA100 AIチップが驚くべき数で修理されている | China’s “GPU Repair” Business Is Booming Right Now As The Illegally Acquired NVIDIA H100 & A100 AI Chips Are Being Repaired In Shocking Numbers | https://wccftech.com/chinas-gpu-repair-business-is-booming-right-now-as-the-illegally-acquired-nvidia-chips-are-being-repaired-in-shocking-numbers/ |
| 2025-07-26 | MindsEye、今後のアップデートは『間隔が空く可能性がある』とし、ヒットマンクロスオーバーは『後日』に延期 | MindsEye Updates “May Be Less Frequent” Moving Forward, Hitman Crossover Delayed “To A Later Date” | https://wccftech.com/mindseye-updates-less-frequent-hitman-crossover-delayed/ |
| 2025-07-26 | 日本、幹細胞からのヒト胚作成を承認 | Japan Has Just Approved The Creation Of Human Embryos From Stem Cells | https://wccftech.com/japan-has-just-approved-the-creation-of-human-embryos-from-stem-cells/ |
| 2025-07-26 | Bethesda、Oblivion Remasteredが900万人以上のプレイヤー登録を達成したと発表 | Oblivion Remastered Registered Over 9 Million Players, Says Bethesda | https://wccftech.com/oblivion-remastered-registered-9-million-players/ |
| 2025-07-26 | KRAFTON、Last Epochの開発元Eleventh Hour Gamesを買収 | KRAFTON Acquires Last Epoch Makers Eleventh Hour Games | https://wccftech.com/krafton-acquires-last-epoch-eleventh-hour-games/ |
| 2025-07-25 | Elden Ring『Nightreign Duos』アップデート、来週実施へ | Elden Ring Nightreign Duos Update Coming Next Week | https://wccftech.com/elden-ring-nightreign-duos-mode-coming-next-week/ |
| 2025-07-25 | CD Projekt RedのプロジェクトHadar、最新求人によると近接戦闘を備えたアクションRPGに | CD Projekt Red’s Project Hadar Will Be An Action RPG With Melee Combat, According to New Job Ad | https://wccftech.com/cd-projekt-reds-project-hadar-will-be-an-action-rpg-with-melee-combat-according-to-new-job-ad/ |
| 2025-07-25 | Newzooの初期デジタル販売データ、Toby FoxのDeltaruneが一部市場でNintendo Switch 2の売上チャートを席巻していると示す | Early Digital Sales Data from Newzoo Shows Toby Fox’s Deltarune Topping Nintendo Switch 2 Sales Charts in Select Markets | https://wccftech.com/nintendo-switch-2-early-digital-sales-toby-fox-deltarune/ |
| 2025-07-25 | 中国で大量のGeForce RTX 5090がAI GPUに転用 ― GPU＆VRAMチップを取り外し、ブロワースタイルクーラー付き新基板に搭載 | A Huge Inventory Of GeForce RTX 5090 Is Getting Turned Into AI GPUs In China; GPU And VRAM Chips Removed And Installed On New Boards With Blower-Style Coolers | https://wccftech.com/a-huge-inventory-of-geforce-rtx-5090-are-getting-turned-into-ai-gpus-in-china/ |
| 2025-07-25 | Raja Koduri、SandiskのHBF「高速フラッシュ」メモリ技術顧問委員会に参画 ― 同価格でHBMの8～16倍となる『4TB』容量を目指す | Raja Koduri Joins Sandisk’s HBF “High-Bandwidth Flash” Memory Technical Advisory Board With A Goal To Deliver 8X-16X “4 TB” Capacity Compared To HBM For AI GPUs At The Same Cost | https://wccftech.com/raja-koduri-joins-sandisks-hbf-technical-advisory-board-8-16x-capacity-vs-hbm-same-cost/ |
| 2025-07-25 | AMD Ryzen Master、Threadripper PRO 9000 WXシリーズのサポートを追加 | AMD Ryzen Master Adds Support For Threadripper PRO 9000 WX Series | https://wccftech.com/amd-ryzen-master-adds-support-for-threadripper-pro-9000-wx-series/ |
| 2025-07-25 | Google DeepMind CEOによると、Metaは報酬面で魅力的な条件を提示しながら競合からAI人材を引き抜く―レースで遅れを取っているため、この戦略は『合理的』とのこと | Meta Continues To Poach AI Talent From Competitors With Lucrative Paydays Because It Is Behind In The Race, Says Google DeepMind CEO; Executive Says This Approach Is A ‘Rational’ One | https://wccftech.com/google-deepmind-ceo-says-that-meta-grabs-ai-talent-because-it-is-behind-in-the-race/ |
| 2025-07-25 | TeamGroup、ハイ負荷向けに256GBクアッドチャネルDDR5メモリキットを披露 | TeamGroup Shows Off Its Ultra-Capacity 256GB Quad-Channel DDR5 Memory Kit For Intensive Workloads | https://wccftech.com/teamgroup-shows-off-its-ultra-capacity-256gb-quad-channel-ddr5-memory-kit-for-intensive-workloads/ |
| 2025-07-25 | WUCHANG：Fallen Feathers 1.3パッチ、VRAM最適化やスーパ―サンプリング解像度制限調整など、意図しない性能低下を防止するアップデートを実施 | WUCHANG: Fallen Feathers 1.3 Patch Introduces VRAM Optimizations, Supersampling Resolution Adjusted Limits To Prevent Unintended Performance Degradation and More | https://wccftech.com/wuchang-fallen-feathers-1-3-patch-vram-optimizations-performance/ |
| 2025-07-25 | 僅か5,900ドルで、中国製Unitree R1ヒューマノイドロボットを購入 ― 誰も見ていないかのように踊り、その腕前は驚異的 | For Just $5,900, You Can Own a Chinese-Made Unitree R1 Humanoid Robot That Dances Like Nobody’s Watching & It’s Surprisingly Good at It | https://wccftech.com/for-just-5900-you-can-own-a-chinese-made-unitree-r1-humanoid-robot/ |
| 2025-07-25 | Borderlands 4、正式にゴールドディスクとなり9月12日の発売日を確定 | Borderlands 4 Has Officially Gone Gold, Securing Its September 12 Release Date | https://wccftech.com/borderlands-4-gold/ |
| 2025-07-25 | Dying Light: The Beast、発売が4週間延期され9月19日へ | Dying Light: The Beast Receives Four-Week Delay to September 19 | https://wccftech.com/dying-light-the-beast-receives-four-week-delay/ |
| 2025-07-25 | 最新ベンチマークリークでExynos 2600が露見 ― パフォーマンスコアのみの10コアクラスタ、低いシングル・マルチコアスコアは初期テスト段階を示唆 | Exynos 2600 Spotted In Latest Benchmark Leak, Revealing A 10-Core Cluster With All Performance Cores, Low Single-Core & Multi-Core Scores Indicate The SoC’s Early Testing Phase | https://wccftech.com/exynos-2600-spotted-in-benchmark-leak-with-10-core-cpu-cluster/ |
| 2025-07-25 | メトロイドプライム4：Beyond、韓国でレイティングを取得 | Metroid Prime 4: Beyond Gets Rated in South Korea | https://wccftech.com/metroid-prime-4-beyond-gets-rated-in-south-korea/ |
| 2025-07-25 | Clair Obscur：Expedition 33の開発者ら、創造的な意見交換を目的にスクウェア・エニックスのファイナルファンタジーオフィスを訪問 | Clair Obscur: Expedition 33 Devs Went to Square Enix’s Final Fantasy Office for a ‘Creatively Rich Exchange of Ideas’ | https://wccftech.com/clair-obscur-expedition-33-devs-went-to-square-enix/ |
| 2025-07-25 | The Last of Us Part I＆IIの物語が今年後半に書籍化される予定 | The Story of The Last of Us Part I and II Will Be Available in Book Form Later This Year | https://wccftech.com/story-the-last-of-us-available-book-form/ |
| 2025-07-25 | Intel、Nova Lakeで2026年末にAMDとのハイエンドデスクトップCPU差を解消 ― サーバー向け『Coral Rapids』で2028～2029年にSMT復活、Xe GPU統合の必要性と55％サーバーシェアを強調 | Intel Confirms Nova Lake To Close The High-End Desktop CPU Gap With AMD In Late 2026, Bringing SMT Back To P-Cores With “Coral Rapids” On Servers By 2028-2029, Highlights Need To Consolidate On Xe GPUs, & 55% Server Share | https://wccftech.com/intel-nova-lake-cpus-high-end-gap-amd-late-2026-smt-back-p-cores-coral-rapids-servers-by-2028-2029-consolidate-xe-gpus/ |
| 2025-07-25 | Snapdragon 8 Elite Gen 2、TSMC最新3nmプロセス採用でCPU・GPUクロック向上 ― 噂ではAnTuTuスコアが最速スマホ比で約50％アップ | Snapdragon 8 Elite Gen 2 To Feature Bumped Up CPU & GPU Clock Speeds Thanks To The TSMC’s Newer 3nm Process; Rumor Claims That SoC’s AnTuTu Score Is Almost 50 Percent Higher Than The Fastest Smartphone | https://wccftech.com/snapdragon-8-elite-gen-2-cpu-gpu-clock-speeds-increased-with-new-3nm-process/ |
| 2025-07-25 | iOS 26パブリックベータでまず試すべきトップ5機能 ― サークル検索、通話スクリーニングなどを収録 | Top 5 iOS 26 Features To Try First In The Public Beta – Includes Circle To Search, Call Screening, And More | https://wccftech.com/top-5-ios-26-features-to-try-first-in-the-public-beta-includes-circle-to-search-call-screening-and-more/ |
| 2025-07-25 | Pixel Watch 4新デザイン、サイドマウント充電採用で裏面を健康センサー用に確保し修理性も向上 | Pixel Watch 4’s New Design Adds Side-Mounted Charging, Frees Up Back Panel For Health Sensors, And Improves Repairability In A Practical Shift From Previous Models | https://wccftech.com/pixel-watch-4s-new-design-adds-side-mounted-charging-frees-up-back-panel-for-health-sensors-and-improves-repairability/ |
| 2025-07-25 | Ubisoft、スター・ウォーズ・アウトローズ続編を最近キャンセル―噂によると | Ubisoft Recently Canceled a Star Wars Outlaws Sequel – Rumor | https://wccftech.com/star-wars-outlaws-sequel-recently-canceled-rumor-ubisoft/ |
| 2025-07-25 | Intel、CEOリップ＝ブー・タンが『空白小切手はもう出さない』と宣言する中、最大30％の人員削減（1万5千以上の職）を計画 | Intel Plans to Lay Off Up to a Whopping 30% of Its Workforce, Cutting Over 15,000 Jobs as CEO Lip-Bu Tan Declares That There Won’t Be Anymore “Blank Checks” | https://wccftech.com/intel-plans-to-lay-off-up-to-30-of-its-workforce-cutting-over-15000-jobs/ |
| 2025-07-25 | Intel、外部顧客の関心が得られなければ最先端チップ競争から撤退 ― ムーアの法則の重要な守護者の終焉を示唆 | Intel Will Drop Out of the Cutting-Edge Chip Race If It Doesn’t See External Customer Interest, Possibly Marking the Fall of a Key Custodian of Moore’s Law | https://wccftech.com/intel-will-drop-out-of-the-cutting-edge-chip-race-if-it-doesnt-see-external-customer-interest/ |
| 2025-07-25 | 6万人以上が報告するStarlink接続障害 ― マスク氏、『申し訳ない』と謝罪し迅速な解決を約束 | Starlink Outage Reported By 60,000+ Users – Musk Says “Sorry” & Promises Prompt Resolution | https://wccftech.com/starlink-outage-reported-by-60000-users-musk-says-sorry-promises-prompt-resolution/ |
| 2025-07-25 | Intelの2025年第2四半期EPSが振るわず、収益が予想を上回る中、リップ＝ブーは叩かれるのを免れる | Lip-Bu Evades Getting Booed As Intel’s Q2 2025 EPS Stinks, Revenue Surprises | https://wccftech.com/lip-bu-evades-getting-booed-as-intels-q2-2025-eps-stinks-revenue-surprises/ |
| 2025-07-25 | TSMCの2nm生産、3nmを凌ぐ生産能力と大手テック企業からの巨大需要で記録更新が予想される | TSMC’s 2nm Production Is Expected to Break Records, With Capacity Surpassing 3nm & Soaring Demand Driven by Massive Interest From Big Tech | https://wccftech.com/tsmc-2nm-production-is-expected-to-break-records-with-capacity-surpassing-3nm/ |
| 日経 Tech Foresight | |||
| 2025-07-25 | 光電融合、新興の注目3社 インテルCEOやサムスン出資 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC23A060T20C25A7000000 | |
| 2025-07-25 | 低損失なSiC素子、信頼性評価に進展 産総研・中国勢 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC235W90T20C25A7000000 | |
| 2025-07-25 | AIデータセンター半導体、28年40兆円超え 市場急拡大 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC2402E0U5A720C2000000 | |
| マイナビニュース テックプラス | |||
| 2025-07-25 | ルネサスの2025年第2四半期決算は1753億円の赤字、Wolfspeedの再建支援で2350億円の損失を計上 | https://news.mynavi.jp/techplus/article/20250725-3388686/ | |
| 2025-07-25 | ルネサス、米国にソフト関連の特定子会社を設立へ | https://news.mynavi.jp/techplus/article/20250725-3388509/ | |
| 2025-07-25 | Intelの2025年第2四半期決算は純損失が29億ドルに拡大、6四半期連続で赤字を計上 | https://news.mynavi.jp/techplus/article/20250725-3388428/ | |
| TrendForce | |||
| 2025-07-25 | Intelの決算説明会ハイライト：18Aライフサイクル、製品ロードマップ、そしてAIおよびASIC戦略 | Intel Earnings Call Highlights: 18A Lifecycle, Product Roadmap, and AI & ASIC Strategies | https://www.trendforce.com/news/2025/07/25/news-intel-earnings-call-highlights-18a-lifecycle-product-roadmap-and-ai-asic-strategies/ |
| 2025-07-25 | TSMC、米国の拡大推進の中で熊本第2ファブの立ち上げを2029年に延期と報じられる | TSMC Reportedly Delays Kumamoto 2nd Fab Launch to 2029 Amid U.S. Expansion Push | https://www.trendforce.com/news/2025/07/25/news-tsmc-reportedly-delays-kumamoto-2nd-fab-launch-to-2029-amid-u-s-expansion-push/ |
| 2025-07-25 | トランプの行動計画が米国のAI取り組みを推進、TSMCアリゾナが先頭に立つと報じられる | Trump’s Action Plan Drives U.S. AI Effort, with TSMC Arizona Reportedly at Forefront | https://www.trendforce.com/news/2025/07/25/news-trumps-action-plan-drives-u-s-ai-effort-with-tsmc-arizona-reportedly-at-forefront/ |
| 2025-07-25 | Intel決算説明会の衝撃ニュース：14Aが失敗すれば先端ノードから撤退を検討、18A以降はTSMCへのアウトソーシングを視野に入れる | Intel Earnings Call Bombshell: Could Exit Advanced Nodes if 14A Fails, Eyes TSMC Outsourcing Beyond 18A | https://www.trendforce.com/news/2025/07/25/news-intel-earnings-call-bombshell-could-exit-advanced-nodes-if-14a-fails-eyes-tsmc-outsourcing-beyond-18a/ |
| 2025-07-25 | TeslaのLEDドライブインシネマがロサンゼルスで試運転を開始 | Tesla LED Drive-in Cinema Begins Trial Operation in Los Angeles | https://www.trendforce.com/news/2025/07/25/news-tesla-led-drive-in-cinema-begins-trial-operation-in-los-angeles/ |
| Semiconductor Digest | |||
| 6 hours ago | Jaclyn Kellon博士がSIAチームに加わる | Jaclyn Kellon, PhD Joins SIA Team | https://www.semiconductor-digest.com/jaclyn-kellon-phd-joins-sia-team/ |
| 6 hours ago | テラヘルツ光が原子層の半導体を制御する | Terahertz Light Controls Atomically Thin Semiconductors | https://www.semiconductor-digest.com/terahertz-light-controls-atomically-thin-semiconductors/ |
| 7 hours ago | 次世代実験物理学を切り拓くエンジニアリング | Engineering the Next Generation of Experimental Physics | https://www.semiconductor-digest.com/engineering-the-next-generation-of-experimental-physics/ |
| 7 hours ago | Teledyne HiRel Semiconductors、高密度16GB DDR4モジュールを発表 | Teledyne HiRel Semiconductors Announces High-Density 16 GByte DDR4 Module | https://www.semiconductor-digest.com/teledyne-hirel-semiconductors-announces-high-density-16-gbyte-ddr4-module/ |
| 7 hours ago | ACM Researchが先進チップ製造向けにUltra C wbウェットベンチ洗浄ツールの大幅アップグレードを発表 | ACM Research Announces Major Upgrades to Its Ultra C wb Wet Bench Cleaning Tool for Advanced Chip Manufacturing | https://www.semiconductor-digest.com/acm-research-announces-major-upgrades-to-its-ultra-c-wb-wet-bench-cleaning-tool-for-advanced-chip-manufacturing/ |
| 日本経済新聞 | |||
| 2025-07-26 | コンテンツ産業でも中国に敗北の危機 実力者が日本株の今後を読む | https://www.nikkei.com/article/DGXZQOUB2526B0V20C25A7000000/ | |
| 2025-07-26 | インテル、単独再建へ危うい賭け 独半導体工場計画を撤回 | https://www.nikkei.com/article/DGXZQOGN24DQQ0U5A720C2000000/ | |
| 2025-07-26 | 市場情報 | https://www.nikkei.com/article/DGKKZO90271140V20C25A7DTC000/ | |
| 2025-07-26 | 台湾バイオ産業、5年で1.4倍3.9兆円 新興企業が台頭 | https://www.nikkei.com/article/DGXZQOGM248WT0U5A720C2000000/ | |
| 2025-07-26 | ルネサス、EV向け不発で見えぬ成長戦略 1〜6月の赤字過去最大 | https://www.nikkei.com/article/DGXZQOUC247KM0U5A720C2000000/ | |
| 2025-07-26 | 日本株、個人が6週連続売り越し 利益確定の売り膨らむ | https://www.nikkei.com/article/DGXZQOUB255OQ0V20C25A7000000/ | |
| 2025-07-26 | 日本と米国「利益配分1対9」はJBIC出資1割が前提 米側の貢献を加味 | https://www.nikkei.com/article/DGXZQOUA2559C0V20C25A7000000/ | |
| 2025-07-26 | 燃料電池車優遇の補助見直し 日米関税交渉、日本政府が合意概要公表 | https://www.nikkei.com/article/DGXZQOUA252HG0V20C25A7000000/ | |
| 2025-07-26 | ソフトバンクG株が上場来高値 ベテラン運用者が再び買う理由 | https://www.nikkei.com/article/DGXZQOUB2519M0V20C25A7000000/ | |
| 2025-07-26 | SCREENの4〜6月、純利益8%減 中国向け半導体装置が減速 | https://www.nikkei.com/article/DGXZQOUF250SY0V20C25A7000000/ | |
| ダイヤモンドオンライン | |||
| Jul 24 20:40 | トランプ関税、15％が新基準 日本が先例に | https://diamond.jp/articles/-/369131 | |
| Jul 24 20:15 | NTTがソフトバンクGを超える「借金王」に!?12兆円に膨らんだ有利子負債のリスクを徹底検証 | https://diamond.jp/articles/-/369130 | |
| Jul 24 20:00 | トランプ関税15％は“外交勝利”…でも日本の80兆円はどこへ？浮き彫りになった「新たな課題」とは | https://diamond.jp/articles/-/369126 | |
| Jul 24 19:50 | トランプ15%関税で製造業に「59万人」の雇用調整圧力、高まる地方創生の緊迫度 | https://diamond.jp/articles/-/369114 | |
| Tom’s Hardware | |||
| 2025-07-25 22:19 | SKハイニックス、3GB GDDR7メモリモジュールが開発中であることを確認 | SK hynix confirms 3GB GDDR7 memory modules are in the works | https://www.tomshardware.com/pc-components/gpus/sk-hynix-confirms-3gb-gddr7-memory-modules-are-in-the-works-higher-capacity-could-pave-the-way-for-fabled-rtx-50-series-super-cards-with-24gb-vram |
| 2025-07-25 20:51 | OpenAI、イーロン・マスクに倣い、追加電力供給のため初のスターゲートサイトにガスタービンを展開 | OpenAI follows Elon Musk’s lead – gas turbines to be deployed at its first Stargate site for additional power | https://www.tomshardware.com/tech-industry/artificial-intelligence/openai-follows-elon-musks-lead-gas-turbines-to-be-deployed-at-its-first-stargate-site-for-additional-power |
| 2025-07-25 20:23 | Intel Core Ultraシリーズ3 CPUが、ついにAMDのV-Cacheに応えうる可能性―Nova Lakeは驚異の144MB L3キャッシュを搭載 | Intel Core Ultra Series 3 CPUs could finally answer AMD’s V-Cache – Nova Lake could boast massive 144MB L3 | https://www.tomshardware.com/pc-components/cpus/intel-core-ultra-series-3-cpus-could-finally-answer-amds-v-cache-nova-lake-could-boast-massive-144mb-l3 |
| 2025-07-25 19:37 | ラジャ・コドゥリのGPU向け高帯域メモリ供給ミッションが、AIカードで4TBのVRAMを可能にする方向へ転じた | Raja Koduri’s mission to deliver high bandwidth memory for GPUs has taken a turn that could enable 4TB of VRAM on AI cards | https://www.tomshardware.com/tech-industry/artificial-intelligence/raja-koduris-mission-to-deliver-high-bandwidth-memory-for-gpus-has-taken-a-turn-that-could-enable-4tb-of-vram-on-ai-cards-joins-sandisk-to-advise-on-ssd-tech-that-could-feed-ai-accelerators |
| 2025-07-25 18:56 | Intel、停滞打破のために新ファウンドリ戦略、AI重視、ハイパースレッディング再導入など抜本的な変革を約束 | Intel promises sweeping changes to combat stagnation with new foundry strategy, AI focus, and the return of Hyper-Threading | https://www.tomshardware.com/pc-components/cpus/intel-promises-sweeping-changes-to-combat-stagnation-with-new-foundry-strategy-ai-focus-and-the-return-of-hyper-threading-but-losses-threaten-to-curtail-ambition |
| 2025-07-25 07:36 | Intel、主要な外部顧客を獲得できなければ14A以降のプロセスノード開発を中止する可能性 | Intel will cancel 14A and following nodes if it can’t win a major external customer | https://www.tomshardware.com/tech-industry/semiconductors/intel-might-cancel-14a-process-node-development-and-the-following-nodes-if-it-cant-win-a-major-external-customer-move-would-cede-leading-edge-market-to-tsmc-and-samsung |
| TechPowerup | |||
| 2025-07-25T22:07:03+00:00 | AQIRYS Sirius Proのレビュー | AQIRYS Sirius Pro Review | https://www.techpowerup.com/review/aqirys-sirius-pro/ |
| 2025-07-25T19:07:16+00:00 | ASUS 30周年記念Gamescomギブアウェイ、新型Astral RTX 5080が8月19日に発売されることを示唆 | ASUS 30th Anniversary Gamescom Giveaways Hint at New Astral RTX 5080 Launching on August 19 | https://www.techpowerup.com/339289/asus-30th-anniversary-gamescom-giveaways-hint-at-new-astral-rtx-5080-launching-on-august-19 |
| 2025-07-25T19:02:16+00:00 | Intelのファウンドリ事業は14Aノードの成功にかかっている | Intel’s Foundry Business Hinges on 14A Node Success | https://www.techpowerup.com/339290/intels-foundry-business-hinges-on-14a-node-success |
| 2025-07-25T18:17:04+00:00 | Borderlands 4がゴールド盤化し、急いで開発されたという懸念を払拭 | Borderlands 4 Goes Gold, Assuaging Concerns of Rushed Development | https://www.techpowerup.com/339287/borderlands-4-goes-gold-assuaging-concerns-of-rushed-development |
| 2025-07-25T17:22:33+00:00 | AMD Strix HaloがGPD Win Max 5のティーザーで携帯機デビュー、印象的なFPSを誇る | AMD Strix Halo Makes Handheld Debut in GPD Win Max 5 Teaser, Boasts Impressive FPS | https://www.techpowerup.com/339283/amd-strix-halo-makes-handheld-debut-in-gpd-win-max-5-teaser-boasts-impressive-fps |
| 2025-07-25T15:31:12+00:00 | Keychronが最近のQ MaxおよびV Maxの問題を説明：明らかな製造欠陥がスイッチの緩みを引き起こした | Keychron Explains Recent Q Max and V Max Issues: Apparent Manufacturing Defects Caused Loose Switches | https://www.techpowerup.com/339280/keychron-explains-recent-q-max-and-v-max-issues-apparent-manufacturing-defects-caused-loose-switches |
| 2025-07-25T13:19:52+00:00 | Lian Li、新型コンパクトATXタワーケース「O11D MINI V2」を発表 | Lian Li Unveils the New Compact ATX Tower O11D MINI V2 PC Case | https://www.techpowerup.com/339281/lian-li-unveils-the-new-compact-atx-tower-o11d-mini-v2-pc-case |
| 2025-07-25T12:05:48+00:00 | ASUS、新型Turbo Radeon AI PRO R9700グラフィックスカードを発表 | ASUS Intros Turbo Radeon AI PRO R9700 Graphics Card | https://www.techpowerup.com/339279/asus-intros-turbo-radeon-ai-pro-r9700-graphics-card |
| 2025-07-25T09:15:26+00:00 | Kioxia、9世代目BiCS FLASH 512 Gb TLCデバイスのサンプル出荷を開始 | Kioxia Commences Sample Shipments of 9th Generation BiCS FLASH 512 Gb TLC Devices | https://www.techpowerup.com/339276/kioxia-commences-sample-shipments-of-9th-generation-bics-flash-512-gb-tlc-devices |
| 2025-07-25T07:38:15+00:00 | QNAP、連続運用を実現するデュアルNAS高可用性ソリューションを公式に開始 | QNAP Officially Launches Dual-NAS High Availability Solution for Continuous Business Operations | https://www.techpowerup.com/339273/qnap-officially-launches-dual-nas-high-availability-solution-for-continuous-business-operations |
| 2025-07-25T07:33:22+00:00 | ASRock、新型B850 Challengerシリーズマザーボードを発売 | ASRock Launches New B850 Challenger Series Motherboards | https://www.techpowerup.com/339272/asrock-launches-new-b850-challenger-series-motherboards |
| 2025-07-25T07:26:31+00:00 | AAEON、SD-WANおよびエッジセキュリティ市場向けデュアルデスクトップネットワーク機器を発表 | AAEON Announces Dual Desktop Network Devices for SD-WAN and Edge Security Markets | https://www.techpowerup.com/339271/aaeon-announces-dual-desktop-network-devices-for-sd-wan-and-edge-security-markets |
| 2025-07-25T07:20:21+00:00 | Team Group、DDR5 256GB（4×64 GB）の超大容量メモリキットを発表 | Team Group Unveils DDR5 256GB (4×64 GB) Ultra-Capacity Memory Kits | https://www.techpowerup.com/339270/team-group-unveils-ddr5-256gb-4×64-gb-ultra-capacity-memory-kits |
| 2025-07-25T05:48:12+00:00 | Intel CEO、将来のCPUにSMTが復活することを確認 | Intel CEO Confirms SMT To Return to Future CPUs | https://www.techpowerup.com/339266/intel-ceo-confirms-smt-to-return-to-future-cpus |
| EETimes Taiwan | |||
| 2025-07-25 | EDA封鎖強化により半導体競争が激化、中国が突破を目指す | EDA封鎖加劇晶片角力 中國力拼突圍 | https://www.eettaiwan.com/20250725nt01-u-s-restricts-eda-software-sales-to-china/ |
| 2025-07-25 | スーパーコンデンサ研究が新たな応用可能性を発見 | 超級電容器研究發掘新應用潛力 | https://www.eettaiwan.com/20250725nt51-supercapacitor-research-finds-new-applications/ |
| 2025-07-25 | 非地上ネットワークが蜂の巣型IoTを世界規模で展開 | 非地面網路將蜂巢式IoT擴展到全球 | https://www.eettaiwan.com/20250725nt71-non-terrestrial-networks-extend-cellular-iot-across-the-globe/ |
| 2025-07-25 | 市場の期待が高いにもかかわらず、NVIDIA RTX PRO 6000特別仕様版の出荷状況は不安定 | 雖市場高度期待 NVIDIA RTX PRO 6000特規版出貨表現有變數 | https://www.eettaiwan.com/20250725nt21-multiple-factors-affect-nvidia-rtx-pro-6000-special-edition-shipment-performance/ |
| 2025-07-24 | H20の出荷が解禁され、Nvidiaが中国向けAIチップ供給を再開 | H20出貨解禁 Nvidia重啟對中AI晶片供應 | https://www.eettaiwan.com/20250724nt01-nvidia-to-resume-h20-shipments-to-china/ |
| 2025-07-24 | 複数の太陽光パネルの並列接続：二極体が救いの鍵か？ | 多太陽能板並聯：靠二極體救場？ | https://www.eettaiwan.com/20250724nt51-multi-solar-panel-interconnections-mind-the-electrons-directions/ |
| 2025-07-24 | エッジ知能：デジタル化の波に乗る新たな変革エンジン | 邊緣智慧：數位化浪潮下的變革新引擎 | https://www.eettaiwan.com/20250724nt31-edge-intelligence-is-a-new-engine-of-change/ |
| 2025-07-24 | 投資すればリターンあり 世界のOTセキュリティ成熟度が著しく向上 | 有投資就有回報 全球OT資安成熟度顯著進步 | https://www.eettaiwan.com/20250724nt22-operational-technology-and-cybersecurity/ |
| 2025-07-24 | 世界の車載NADモジュール出荷が年率14%増加 | 全球車用NAD模組出貨年增14% | https://www.eettaiwan.com/20250724nt21-global-shipments-of-automotive-nad-modules/ |
| EETimes Asia | |||
| 2025-07-25 | 中国、RISC-Vの開発と採用で重要な力として台頭 | China Emerging as Significant Force in RISC-V Development and Adoption | https://www.eetasia.com/china-emerging-as-significant-force-in-risc-v-development-and-adoption/ |
| 2025-07-25 | Nordic社とFuture Electronics社、グローバル流通契約を締結 | Nordic and Future Electronics Ink Global Distribution Agreement | https://www.eetasia.com/nordic-and-future-electronics-ink-global-distribution-agreement/ |
| 2025-07-25 | Mouser Electronics、11年連続でTE Connectivityからディストリビューター賞を受賞 | Mouser Electronics Receives Distributor Award from TE Connectivity for 11th Consecutive Year | https://www.eetasia.com/mouser-electronics-receives-distributor-award-from-te-connectivity-for-11th-consecutive-year/ |
| 2025-07-25 | 2025年第2四半期、中国のスマートフォン市場が4%減少 | China Smartphone Market Down 4% in 2Q 2025 | https://www.eetasia.com/china-smartphone-market-down-4-in-2q-2025/ |
| 2025-07-24 | 2025年、世界のIC装置売上高が1,255億ドルに達すると予想される | Global IC Equipment Sales Expected to Reach $125.5B in 2025 | https://www.eetasia.com/global-ic-equipment-sales-expected-to-reach-125-5b-in-2025/ |
| 2025-07-24 | Nordic、統合度の高いPMICを発表 | Nordic Releases Highly Integrated PMIC | https://www.eetasia.com/nordic-releases-highly-integrated-pmic/ |
| 2025-07-24 | 半導体業界が本当にサステナビリティを実現する方法 | How the Chip Industry Can Really Embrace Sustainability | https://www.eetasia.com/how-the-chip-industry-can-really-embrace-sustainability/ |
| 2025-07-24 | CANopenブートローダーによる安全かつ統一されたファームウェア更新 | Secure and Harmonized Firmware Updates with the CANopen Bootloader | https://www.eetasia.com/secure-and-harmonized-firmware-updates-with-the-canopen-bootloader/ |
| EETimes India | |||
| ZDNET Korea | |||
| 2025-07-26 | 口腔細菌「プジョバクテリア」、大腸がんの予後が悪化 | 구강 세균 ‘푸조박테리아’, 대장암 예후 악화 | https://www.zdnet.co.kr/20250725170609%22%20title=%22 |
| 2025-07-25 | [ZDコインリポート] コインウォン、ロアコア（ROA）・ディラプスゲームズ（DELABS）の取引支援開始のお知らせ | [ZD 코인 리포트] 코인원, 로아코어(ROA)·디랩스게임즈(DELABS) 거래 지원 안내 | https://www.zdnet.co.kr/20250725215146%22%20title=%22 |
| 2025-07-25 | [ZDコインリポート] アップビット、フーマファイナンス（HUMA）の取引支援開始のお知らせ | [ZD 코인 리포트] 업비트, 후마파이낸스(HUMA) 거래 지원 안내 | https://www.zdnet.co.kr/20250725214612%22%20title=%22 |
| 2025-07-25 | [ZDコインリポート] アップビット、メイプルファイナンス（SYRUP）の取引支援開始のお知らせ | [ZD 코인 리포트] 업비트, 메이플파이낸스(SYRUP) 거래 지원 안내 | https://www.zdnet.co.kr/20250725214212%22%20title=%22 |
| 2025-07-25 | AIに障害者差別コメントの識別を任せたら…アメリカのAIは敏感すぎ、インドのAIは鈍感すぎる | AI에게 장애인 차별 댓글 감별하게 했더니…미국 AI는 너무 예민, 인도 AI는 너무 둔감 | https://www.zdnet.co.kr/20250725213601%22%20title=%22 |
| 2025-07-25 | コビット、クロス取引支援開始 | 코빗, 크로쓰 거래 지원 시작 | https://www.zdnet.co.kr/20250725211804%22%20title=%22 |
| 2025-07-25 | 国家代表AI第一次選抜の反応は『極と極』…技術大手の『慎重論』の中、生存競争が『スタート』 | 국가대표 AI 1차 선발 반응 ‘극과 극’…기술 강자 ‘신중론’ 속 생존 경쟁 ‘스타트’ | https://www.zdnet.co.kr/20250725193824%22%20title=%22 |
| 2025-07-25 | ルノーコリア、2025年の労使協定締結…基本給10万3500ウォンの引き上げ | 르노코리아, 2025년 임협 타결…기본급 10만3500원 인상 | https://www.zdnet.co.kr/20250725191604%22%20title=%22 |
| 2025-07-25 | 「異変はなかった」…LG、ネイバー、NC、コナンなど10チームが、国家代表AIの第一関門を突破 | “이변은 없었다”…LG·네이버·NC·코난 등 10개팀, ‘국가대표 AI’ 첫 관문 넘어 | https://www.zdnet.co.kr/20250725185316%22%20title=%22 |
| 2025-07-25 | コールドプレイの不倫役員カップルのおかげで『この企業』だけが盛り上がり…知名度上昇に「ニッコリ」 | 콜드플레이 불륜 임원 커플 덕에 ‘이 기업’만 신났다…인지도 상승에 ‘방긋’ | https://www.zdnet.co.kr/20250725175254%22%20title=%22 |
| 2025-07-25 | ヒョソングループ第2四半期業績、電力機器が牽引 | 효성그룹 2Q 실적, 전력기기가 멱살잡고 견인 | https://www.zdnet.co.kr/20250725170741%22%20title=%22 |
| 2025-07-25 | 「我々がAI標準を作る」…米国を牽制する中国、WAICでAI技術の存在感をアピール | “우리가 AI 표준 만든다”…美 견제 나선 中, WAIC서 AI 기술 존재감 ‘과시’ | https://www.zdnet.co.kr/20250725172838%22%20title=%22 |
| 2025-07-25 | サムスン「ギャラクシーAI拡大…OpenAI・パープレキシティと協議中」 | 삼성 “갤럭시AI 확장…오픈AI·퍼플렉시티와 논의 중” | https://www.zdnet.co.kr/20250725172900%22%20title=%22 |
| 2025-07-25 | LGエレクトロニクス「データセンター用チラー事業、売上が前年対比で3倍以上成長」 | LG전자 “데이터센터용 칠러 사업 매출 전년비 3배 이상 성장” | https://www.zdnet.co.kr/20250725171859%22%20title=%22 |
| 2025-07-25 | 「実効性のある自殺予防策を確立する」 | “실효성 있는 자살예방책 수립하겠다” | https://www.zdnet.co.kr/20250725172110%22%20title=%22 |
| 2025-07-25 | 重度障害者製品の優先購入機関1855箇所を対象とした制度運用実態調査 | 중증장애인생산품 우선구매 기관 1855개소 대상 제도 운영 실태조사 | https://www.zdnet.co.kr/20250725171934%22%20title=%22 |
| 2025-07-25 | [人事] 保健福祉部 | [인사] 보건복지부 | https://www.zdnet.co.kr/20250725171638%22%20title=%22 |
| 2025-07-25 | 「クラウド市場第3位」のグーグル、逆転のチャンスを掴む…ServiceNowと12億ドル契約締結 | ‘클라우드 시장 3위’ 구글, 반전 기회 잡았다…서비스나우와 12억 달러 계약 체결 | https://www.zdnet.co.kr/20250725171433%22%20title=%22 |
| 2025-07-25 | 空港鉄道「グムアム駅」は今後「グムアム・韓国環境公団駅」になります。 | 공항철도 ‘검암역’ 이제 ‘검암·한국환경공단역’입니다. | https://www.zdnet.co.kr/20250725171546%22%20title=%22 |
| 2025-07-25 | ロボリューション、チャンウォンでロボット生産ラインを拡充 | 로볼루션, 창원 로봇 생산라인 확충 | https://www.zdnet.co.kr/20250725170004%22%20title=%22 |
| 中央日報 | |||
| 2025-07-26 | [サンデー・コラム] トランプのグローバルAI戦略と韓米AI同盟 | [선데이 칼럼] 트럼프의 글로벌 AI 액션 플랜과 한·미 AI 동맹 | https://www.joongang.co.kr/article/25354413 |
| 2025-07-25 | 大統領府の緊急通商会議 「韓米関税協議に農産物を含む」 | 대통령실 긴급 통상회의 “한미관세 협상에 농산물 포함” | https://www.joongang.co.kr/article/25354377 |
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