TOC
Main News
- Samsung’s missed opportunity to work with NVIDIA casts a shadow over its leadership. As Lee Jae-yong approaches his 1,000th day as leader, the company’s revenue and HBM (High Bandwidth Memory) strategy are reportedly being affected.
- TSMC’s Arizona plant can meet only 7% of U.S. chip demand. Treasury Secretary Scott Bessent noted that regulations have greatly impeded the expansion of chip production in the U.S.
- Intel to spin off its Networks & Edge (NEX) division as an independent company. The division has posted a loss of $2.9 billion, and Intel is seeking investors as part of the restructuring.
- Moore Threads MTT S90 high-end GPU from China outperforms NVIDIA RTX 4060. China is moving toward technological independence with GPUs for gaming and AI using the 6nm process.
- Zhaxoin KH-5000 chiplet CPU from China with up to 96 cores for servers. Supports quad-socket systems with 384MB cache, 12 channels of DDR5 memory, 128 PCIe 5.0 lanes, and new ZPI 5.0 interconnect.
- The U.S. policy shift toward securing AI infrastructure rather than semiconductor manufacturing, an opportunity for South Korea? This policy shift could create new business opportunities for Korean industry.
- JDI to Sell Main Panel Manufacturing Equipment as Production for Apple Goes to Zero. This is expected to improve JDI’s profitability and shift to a new business strategy.
- NVIDIA N1X SOC leaked with 6144 “Blackwell” cores, the same number as GeForce RTX 5070 GPUs. This engineering sample is said to outperform current integrated GPUs.
- Korea accelerates domestic production of semiconductor equipment. According to Japanese media reports, South Korea is promoting domestic production of semiconductor equipment with the aim of achieving independence in the semiconductor supply chain.
- Crystalline semiconductor high-end optical mask project in Hefei, China, with a total investment of 12 billion RMB. This large-scale project is expected to contribute to improving China’s semiconductor manufacturing capacity.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Jul 27, 16:19 | Nvidiaとの連携を逃したことがサムスンに影を落とす中、李在鎔氏はリーダーとしての1000日を迎える | Missed connection with Nvidia haunts Samsung as Lee Jae-yong marks 1000 days of leadership | https://www.digitimes.com/news/a20250725PD229/samsung-chairman-nvidia-hbm-operating-profit.html |
| wccftech | |||
| 2025-07-28 | MechLands Vibe75 V2 レビュー – これまで使った中で最高のコンパクトキーボードの一つ | MechLands Vibe75 V2 Review – One of The Best Compact Keyboards I’ve Ever Used | https://wccftech.com/review/mechlands-vibe75-v2-review-one-of-the-best-compact-keyboards-ive-ever-used/ |
| 2025-07-28 | Core Ultra 5 225H は Ryzen AI 7 350 と互角の戦いを見せるが、冷却性能はより優れている；Arc 130T は Radeon 860M に匹敵する | Core Ultra 5 225H Trades Blows With Ryzen AI 7 350 But With Better Thermals; Arc 130T Comes On Par With Radeon 860M | https://wccftech.com/core-ultra-5-225h-trades-blows-with-ryzen-ai-7-350-but-with-better-thermals/ |
| 2025-07-28 | TSMCのアリゾナ施設はアメリカのチップ需要の7%しか補えないと、財務長官スコット・ベセントが明かす―規制が拡大を大きく妨げている | TSMC’s Arizona Facility Would Only Fulfill 7% of America’s Chip Needs, Reveals Treasury Secretary Scott Bessent, Saying Regulation Is Holding Expansion Significantly Back | https://wccftech.com/tsmc-arizona-facility-would-only-fulfill-7-of-america-chip-needs-reveals-treasury-secretary-scott-bessent/ |
| 2025-07-27 | Silent Hill f – KONAMIのホラーフランチャイズ新章に関する全情報 | Silent Hill f – Everything We Know About the Brand New Chapter of KONAMI’s Horror Franchise | https://wccftech.com/roundup/silent-hill-f-everything-we-know-brand-new-chapter-konami-horror/ |
| 2025-07-27 | スペースXのスターシップは、宇宙飛行士を月に運んだNASAのロケットの3倍のパワーを持つとイーロン・マスクが語る | SpaceX Starship Will Be 3 Times As Powerful As NASA Rocket Which Sent Astronauts To The Moon, Says Elon Musk | https://wccftech.com/spacex-starship-will-be-3-times-as-powerful-as-nasa-rocket-which-sent-astronauts-to-the-moon-says-elon-musk/ |
| 2025-07-27 | Pixel 6a が発火、所有者をぎりぎりのタイミングで起こす―今回の事例は、Googleが最重要バッテリーソフトウェアアップデートを推進する理由を浮き彫りにする | Pixel 6a Catches Fire, Waking Up The Owner Just In Time, With The Latest Incident Highlighting Why Google Is Pushing For Its Paramount Battery Software Update | https://wccftech.com/pixel-6a-catches-fire-but-luckily-wakes-up-owner/ |
| 2025-07-27 | RTX 5090 D V2 は RTX 5090 D より約830ドル安価になるという報道；後者は依然として販売中だが在庫は限られている | RTX 5090 D V2 Will Reportedly Cost $830 Less Than RTX 5090 D; The Latter Is Still Selling But Limited Stocks Available | https://wccftech.com/rtx-5090-d-v2-will-reportedly-cost-30-lower-than-rtx-5090-d-the-latter-is-still-selling-but-limited-stocks-available/ |
| 2025-07-27 | NVIDIA は、最新GPU-Zが「Ada」ベースのRTX 3050 A GPUサポートを追加したことを受け、新型GeForce RTX 3050デスクトップ版の開発を進めている可能性がある | NVIDIA Is Possibly Preparing A New GeForce RTX 3050 Desktop Variant As The Latest GPU-Z Version Adds Support For An “Ada”-Based RTX 3050 A GPU | https://wccftech.com/nvidia-is-possibly-preparing-a-new-geforce-rtx-3050-variant-as-the-latest-gpu-z-version-adds-support-for-an-ada-based-rtx-3050-a-gpu/ |
| 2025-07-27 | また新たなハイエンド中国製GPUが登場―Moore ThreadsのMTT S90が堅実なゲーミング性能でNVIDIA GeForce RTX 4060を上回ると報じられる | Another High-End Chinese GPU Emerges Online — Moore Threads MTT S90 Reportedly Outperforms NVIDIA GeForce RTX 4060 With Solid Gaming Performance | https://wccftech.com/another-chinese-gpu-emerges-online-moore-threads-mtt-s90-reportedly-outperforms-rtx-4060/ |
| 2025-07-27 | Phantom Blade Zero がS-PARTY 2025で新たなゲームプレイ映像を公開 | Phantom Blade Zero Gets Fresh New Gameplay from S-PARTY 2025 | https://wccftech.com/phantom-blade-zero-new-gameplay-s-party-2025/ |
| 2025-07-27 | 中国のZhaxoin KH-5000 チップレットCPU、サーバー向けに最大96コア、384MBキャッシュ、12チャネルDDR5メモリ、128 PCIe 5.0レーン、新ZPI 5.0インターコネクト（クアッドソケット対応）を搭載 | China’s Zhaxoin KH-5000 Chiplet CPUs To Feature Up To 96 Cores For Servers, 384 MB Cache, 12-Channel DDR5 Memory, 128 PCIe 5.0 Lanes & New ZPI 5.0 Interconnect With Support For Quad-Socket Systems | https://wccftech.com/china-zhaxoin-kh-5000-chiplet-cpus-96-cores-384-mb-cache-12-channel-ddr5-memory-128-pcie-5-0-lanes/ |
| 2025-07-27 | Facebook は世界調査で、活動家から最も有害なプラットフォームとしてランク付けされる―62%がハラスメントを報告、弱いモデレーションとアルゴリズム主導の虐待が懸念される | Facebook Ranked Most Toxic Platform For Activists In Global Survey, With 62 Percent Reporting Harassment Amid Growing Concerns Over Weak Moderation And Algorithm-Driven Abuse Online | https://wccftech.com/facebook-ranked-most-toxic-platform-for-activists-in-global-survey-with-62-percent-reporting-harassment/ |
| 2025-07-27 | NVIDIA N1X SOC は GeForce RTX 5070 GPU と同数のコア、6144の「Blackwell」コアを搭載し、最新のiGPUを凌駕するエンジニアリング性能を実現 | NVIDIA N1X SOC Features As Many Cores As The GeForce RTX 5070 GPU, 6144 “Blackwell” Cores & Faster Than All Modern iGPUs In Engineering State | https://wccftech.com/nvidia-n1x-soc-as-many-cores-as-rtx-5070-gpu-6144-blackwell-cores-faster-than-all-modern-igpus/ |
| 日経 Tech Foresight | |||
| 2025-07-28 | ファーウェイが光電融合、特許分析で判明 中国猛追 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC254AA0V20C25A7000000 | |
| 2025-07-28 | 「高度な量子状態を蒸留」「LLMの協調戦略」 海外動向 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC241OF0U5A720C2000000 | |
| マイナビニュース テックプラス | |||
| TrendForce | |||
| Semiconductor Digest | |||
| 日本経済新聞 | |||
| 2025-07-28 | 今日の株価材料（新聞など、26〜28日）ファナック、今期純利益3%減 | https://www.nikkei.com/article/DGXZQOFL2801R0Y5A720C2000000/ | |
| 2025-07-28 | 北九州空港、欧米貨物線誘致へ「倉庫長屋」 滑走路延伸まで2年 | https://www.nikkei.com/article/DGXZQOJC308HI0Q5A630C2000000/ | |
| 2025-07-28 | 住友化学の水戸信彰社長「石油化学、自社生産からライセンス展開へ」 | https://www.nikkei.com/article/DGXZQOUC1852G0Y5A710C2000000/ | |
| 2025-07-28 | 米が中国と3度目閣僚級協議へ 関税上げ延期探る、対ロ制裁で協力要請 | https://www.nikkei.com/article/DGXZQOGM263370W5A720C2000000/ | |
| 2025-07-28 | 米国のEU関税、自動車含め15%で合意 EUは6000億ドル投資 | https://www.nikkei.com/article/DGXZQOGN270GZ0X20C25A7000000/ | |
| 2025-07-28 | 小売り大手のAI対応度 自律型買い物代行の未来にどう備えるか | https://www.nikkei.com/article/DGXZQOUC1842D0Y5A710C2000000/ | |
| 2025-07-27 | JDI、主力のパネル製造装置を売却 Apple向け生産ゼロに | https://www.nikkei.com/article/DGXZQOUC117HF0R10C25A7000000/ | |
| 2025-07-27 | エア・ウォーター、千葉県のガス田に水素新工場 需要見込み国内増産 | https://www.nikkei.com/article/DGXZQOUF259KF0V20C25A6000000/ | |
| 2025-07-27 | 経済安保情報共有、企業に期待と懸念 NECなど規定策定 | https://www.nikkei.com/article/DGXZQOUC20C9T0Q5A520C2000000/ | |
| 2025-07-27 | 日本の科学は虚無感の淵に 役割の過小評価はリスク生む | https://www.nikkei.com/article/DGXZQOCD222GD0S5A720C2000000/ | |
| ダイヤモンドオンライン | |||
| Jul 27 20:05 | 「本当の高配当」企業ランキング【電子部品・半導体28社】独自推計した“実力値”よりも多めに出している会社は…2位京セラ、1位は？ | https://diamond.jp/articles/-/369227 | |
| Jul 27 19:00 | 「脱鉄道」がますます加速？JR東日本が掲げる「新経営ビジョン」の“画期的な中身”とは | https://diamond.jp/articles/-/369139 | |
| Tom’s Hardware | |||
| 2025-07-27 22:05 | ハッカーに単に「認証情報」を渡したITプロバイダーが訴えられる | IT provider sued after it simply ‘handed the credentials’ to hackers | https://www.tomshardware.com/tech-industry/cyber-security/it-provider-sued-after-it-simply-handed-the-credentials-to-hackers-clorox-claims-cognizant-gaffe-enabled-a-usd380m-ransomware-attack |
| 2025-07-27 21:40 | インテル、ネットワーク＆エッジ（NEX）部門を独立企業としてスピンオフ | Intel to spin off its Network and Edge (NEX) group as standalone business | https://www.tomshardware.com/tech-industry/intel-spins-off-network-and-edge-group-as-standalone-business-after-posting-usd2-9b-loss-seeking-investors-for-nex-division-amid-massive-internal-restructuring |
| 2025-07-27 21:17 | AnkerのEufyMake、3Dプリンタ市場から撤退 – 重要部品のサプライチェーン問題が原因 | Anker’s EufyMake retreats from 3D printer market – blames critical component supply chain issues | https://www.tomshardware.com/3d-printing/ankers-eufymake-retreats-from-3d-printer-market-blames-critical-component-supply-chain-issues |
| 2025-07-27 20:00 | 500以上のプロジェクトが展示されるクリエイター向けサイエンスフェスティバル『オープン・ソース』の内部 | Inside Open Sauce, a science festival for makers, with over 500 projects on display | https://www.tomshardware.com/3d-printing/inside-open-sauce-a-science-festival-for-makers-with-over-500-projects-on-display |
| 2025-07-27 03:05 | Nvidia N1X SoCがRTX 5070と同数のCUDAコア数で流出 | Nvidia N1X SoC leaks with the same number of CUDA cores as an RTX 5070 | https://www.tomshardware.com/pc-components/gpus/nvidia-n1x-soc-leaks-with-the-same-number-of-cuda-cores-as-an-rtx-5070-n1x-specs-align-with-the-gb10-superchip |
| 2025-07-27 02:23 | Threadripper 9000 CPU、7月31日にHEDT市場を復活 – 24コアで1,499ドルから販売 | Threadripper 9000 CPUs will revive the HEDT market on July 31, starting at $1,499 for 24 cores | https://www.tomshardware.com/pc-components/cpus/threadripper-9000-cpus-will-revive-the-hedt-market-on-july-31-starting-at-usd1-499-for-24-cores-the-flagship-64-core-chip-will-set-you-back-usd4-999 |
| 2025-07-27 01:39 | 中国、国産6nmゲーミングおよびAI GPUで技術独立に前進 | China advances toward tech independence with new homegrown 6nm gaming and AI GPUs | https://www.tomshardware.com/pc-components/gpus/china-advances-toward-tech-independence-with-new-homegrown-6nm-gaming-and-ai-gpus-lisuan-7g106-runs-chinese-aaa-titles-at-4k-over-70-fps-and-matches-rtx-4060-in-synthetic-benchmarks |
| TechPowerup | |||
| 2025-07-27T10:22:55+00:00 | 今週のゲーム事情（第31週） | This Week in Gaming (Week 31) | https://www.techpowerup.com/339318/this-week-in-gaming-week-31 |
| 2025-07-27T07:54:21+00:00 | AMD Radeon RX 9060 XT、価格性能比でTechPowerUpのフロントページ投票を牽引 | AMD Radeon RX 9060 XT Leads TechPowerUp Frontpage Poll for its Price-Performance | https://www.techpowerup.com/339314/amd-radeon-rx-9060-xt-leads-techpowerup-frontpage-poll-for-its-price-performance |
| EETimes Taiwan | |||
| EETimes Asia | |||
| EETimes India | |||
| ZDNET Korea | |||
| 2025-07-28 | イーマート、8月に『クジ라이ットフェスタ』開催…輸入豚バラ肉60％・スイカ50％割引 | 이마트, 8월 고래잇 페스타…수입 삼겹살 60%·수박 50% 할인 | https://www.zdnet.co.kr/20250728010622%22%20title=%22 |
| 2025-07-27 | 産業部、エネルギー多消費工業団地に2029年までに国費総額500億ウォン支援 | 산업부, 에너지 다소비 산단에 2029년까지 국비 총 500억원 지원 | https://www.zdnet.co.kr/20250727221645%22%20title=%22 |
| 2025-07-27 | 「IT開発構造の変化」…미리내테크놀로지스とイーラン서が協力 | “IT개발 구조적 변화”…미리내테크놀로지스-이랜서 협력 | https://www.zdnet.co.kr/20250726195339%22%20title=%22 |
| 2025-07-27 | フォーティ넷コリア、新支社長を探す…前任者チョ・ウォングン、クラウド플레어へ | 포티넷코리아 새 지사장 찾는다…전임 조원균, 클라우드플레어로 | https://www.zdnet.co.kr/20250727172101%22%20title=%22 |
| 2025-07-27 | 個人情報保護委員会、VPNハッキングにより個人情報流出した企業に3.4億ウォンの過大課徴金 | 개보위, VPN 해킹 당해 개인정보 유출 회사에 과징금 3.4억 | https://www.zdnet.co.kr/20250727160124%22%20title=%22 |
| 2025-07-27 | スマートフォンの通信モデム、セキュリティの脆弱性…「操作パケット一つで携帯が麻痺する可能性」 | 스마트폰 통신 모뎀 보안 취약…”조작패킷 하나로도 폰 마비 가능” | https://www.zdnet.co.kr/20250727120811%22%20title=%22 |
| 2025-07-27 | K-MELLODDY事業団、2025年の新規課題に本格着手 | K-MELLODDY 사업단, 2025년 신규 과제 본격 착수 | https://www.zdnet.co.kr/20250727144236%22%20title=%22 |
| 2025-07-27 | ロッテマート、PB『絶好コスパおすすめ品』プロジェクト…ラーメン・キムチ・簡易食割引 | 롯데마트, PB ‘갓성비 추천템’ 프로젝트…라면·김치·간편식 할인 | https://www.zdnet.co.kr/20250727142529%22%20title=%22 |
| 2025-07-27 | K-バイオ・ワクチン第5号、第6号ファンド運用会社選定公告…各500億ウォン規模 | K-바이오·백신 5호, 6호 펀드 운용사 선정 공고…각 500억원 규모 | https://www.zdnet.co.kr/20250727142915%22%20title=%22 |
| 2025-07-27 | [ZDブリーフィング]米国関税交渉、最終局面で総力投入…チェ・フイヨン文체부大臣候補者公聴会 | [ZD브리핑]美 관세협상 막판 총력…최휘영 문체부 장관 후보자 청문회 | https://www.zdnet.co.kr/20250727142109%22%20title=%22 |
| 2025-07-27 | ペ・キョンフン大臣、KISAインターネット侵害対応センターを訪問しサイバー脅威対策を点検 | 배경훈 장관, KISA 인터넷침해대응센터 찾아 사이버위협 대응 점검 | https://www.zdnet.co.kr/20250727094840%22%20title=%22 |
| 2025-07-27 | ロンドンに登場した『韓国ハウス』…サッカー場4個分の規模の革新的物流センターを建設 | 런던에 나타난 ‘한국 하우스’…축구장 4개 크기 혁신물류센터 세웠다 | https://www.zdnet.co.kr/20250727134222%22%20title=%22 |
| 2025-07-27 | 「イーマート・ロッテマートの賃貸店舗で消費クーポンをご利用ください」 | “이마트·롯데마트 임대매장에서 소비쿠폰 사용하세요” | https://www.zdnet.co.kr/20250727114752%22%20title=%22 |
| 2025-07-27 | 国民150万人、肺がん発症に対しタバコ会社に責任追及を要求 | 국민 150만명, 폐암 발생 나 몰라라 담배회사 책임 촉구 | https://www.zdnet.co.kr/20250725173659%22%20title=%22 |
| 2025-07-27 | 公正取引委員会、‘이차돌’加盟本部ダ름플러스に是正命令 | 공정위, ‘이차돌’ 가맹본부 다름플러스에 시정명령 | https://www.zdnet.co.kr/20250725094757%22%20title=%22 |
| 2025-07-27 | KOSA-ハ나金融、SW企業の『AI転換』で協力…「グローバル進出を支援する」 | KOSA-하나금융, SW 기업 ‘AI 전환’ 맞손…”글로벌 진출 돕는다” | https://www.zdnet.co.kr/20250727111441%22%20title=%22 |
| 2025-07-27 | サムスン電子、EU RED認証取得…グローバルなセキュリティ競争力強化 | 삼성전자, EU RED 인증 획득…글로벌 보안 경쟁력 강화 | https://www.zdnet.co.kr/20250727105630%22%20title=%22 |
| 2025-07-27 | サムスン電子、『Z Fold7・Z Flip7』体験ゾーンをコエックスに…ジャン・ジュリアンと協業 | 삼성전자, Z 폴드7∙Z 플립7’체험존 코엑스에 …장 줄리앙과 협업 | https://www.zdnet.co.kr/20250727110556%22%20title=%22 |
| 2025-07-27 | 宇宙庁・外務省、東南アジア3カ国およびイ노スペース・스펙스など44社による『セミナー』開催 | 우주청·외교부, 동남아 3개국-이노스페이스·스펙스 등 44개 기업 ‘세미나’ | https://www.zdnet.co.kr/20250727111438%22%20title=%22 |
| 2025-07-27 | KISTI-KBSIなど6つの公的研究機関、実務型AI融合人材育成のため業務協定を締結 | KISTI-KBSI 등 6개 출연연, 실무형 AI 융합인재 양성 위한 업무협약 | https://www.zdnet.co.kr/20250727113433%22%20title=%22 |
| 中央日報 | |||
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