TOC
Main News
- NVIDIA has ordered an additional 300,000 H20 chips from TSMC to meet the surge in demand for H20 AI GPUs in China. This indicates that demand for AI in the Chinese market is outstripping supply.
- Samsung has won a contract from Tesla to manufacture AI chips (AI6) totaling $16.5 billion and plans to invest billions of dollars in advanced packaging facilities in the United States. This has intensified the competition between Samsung and TSMC for 2nm process development.
- TSMC’s next major milestone is to open a new advanced packaging facility in the United States by 2029. This is a step toward building an independent supply chain.
- The semiconductor industry is facing a serious shortage of human resources, especially analog IC engineers. This is a challenge that could hinder the growth of the industry as a whole.
- AMD has announced the Ryzen AI MAX+ processor. The processor features consumer graphics with 96 GB of memory, enabling huge 128 billion-parameter LLMs to run locally on a PC; CORSAIR has also announced an AI workstation powered by this processor.
- The United States and China have reached a tentative agreement to re-extend the tariff suspension for 90 days, subject to Trump’s approval. This agreement may bring temporary relief to stabilize trade relations.
- Cadence wipes out $140M fine for US to China export control evasion, shows momentum from AI and bright 2025 outlook Expanding beyond the Chinese market with 3D IC momentum from TSMC ecosystem.
- Global pure chip foundry revenue is projected to increase 17% year over year in 2025. This implies solid growth in semiconductor manufacturing services.
- Academic institutions in Taiwan are leveraging chiplets and silicon photonics (SiPh) to drive the next generation of interconnect technology; SiPh is considered one of the most advanced technologies supporting Taiwan’s future growth.
- Global silicon wafer shipments in the second quarter of 2025 increased 10% over the same period last year, SEMI reported. This indicates strong demand for the materials that form the foundation of semiconductor manufacturing.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Jul 29, 15:09 | 中国のH20需要が供給を上回る中、NvidiaがTSMCに急遽戻る | Nvidia scrambles back to TSMC as China H20 demand outstrips supply | https://www.digitimes.com/news/a20250729PD227/nvidia-tsmc-demand-2025-inventory.html |
| Jul 29, 15:22 | Samsung-Teslaの米16.5億ドル規模のチップ契約がテキサスの製造拠点推進に火をつけ、Muskが拡大を示唆 | Samsung-Tesla US$16.5 billion chip pact ignites Texas fab push; Musk hints at expansion | https://www.digitimes.com/news/a20250729PD225/samsung-fab-texas-tesla-2nm.html |
| Jul 29, 12:29 | 半導体業界が人材不足に直面、特にアナログICエンジニアが不足している | Semi industry in talent shortages, especially for analog IC engineers | https://www.digitimes.com/news/a20250729PD223/talent-itri-analog-2025-analog-ic.html |
| Jul 29, 12:29 | SiPhは台湾の将来成長を支える先端技術の一つ | SiPh among cutting-edge technologies for Taiwan’s future growth | https://www.digitimes.com/news/a20250729PD222/taiwan-academia-silicon-photonics-siph-development.html |
| Jul 29, 11:52 | Rohmの回復戦略：Densoとの絆を深め、コスト管理を徹底 | Rohm’s recovery strategy: deeper Denso ties and cost controls | https://www.digitimes.com/news/a20250728PD203/rohm-denso-2024-cost-recovery.html |
| Jul 29, 12:15 | 台湾の学界がチップレットとシリコンフォトニクスを活用し次世代インターコネクトを推進 | Taiwan academia advances next-gen interconnects with chiplets and silicon photonics | https://www.digitimes.com/news/a20250729PD221/taiwan-academia-chiplet-siph-silicon-photonics.html |
| Jul 29, 11:49 | TI、リードフレームメーカーが新市場を模索する中で業績見通しを慎重に修正 | TI tempers outlook as leadframe makers seek new markets | https://www.digitimes.com/news/a20250725PD206/texas-instruments-industrial-control-leadframe-revenue-market.html |
| Jul 29, 11:01 | 報道によると、Samsungは8nmファウンドリの顧客基盤をSwitch 2からHPCチップへと拡大している | Samsung reportedly expands 8nm foundry client base from Switch 2 to HPC chips | https://www.digitimes.com/news/a20250729PD210/samsung-hpc-samsung-foundry-5nm-4nm.html |
| Jul 29, 10:55 | Phison、BT基板の不足を警告し、2025年8月から部分的な供給制約が予想される | Phison warns of BT substrate shortages, partial supply constraints expected from August 2025 | https://www.digitimes.com/news/a20250729PD208/phison-2025-materials-packaging-demand.html |
| Jul 29, 10:45 | 米1億4,000万ドルの教訓：Cadence事件が輸出管理回避の代償を浮き彫りにする | A US$140 million lesson: Cadence case shows the cost of export control evasion | https://www.digitimes.com/news/a20250729VL203/cadence-design-technology-software-doj.html |
| Jul 29, 10:00 | TSMC、研究開発幹部のウィージェン・ロー氏の退任により世代交代が進行中 | Generational shift underway at TSMC as R&D exec Wei-jen Lo retires | https://www.digitimes.com/news/a20250728PD240/tsmc-management-plant.html |
| Jul 29, 09:06 | Cadence、TSMCエコシステムによる3D ICの勢いを背景に中国市場を超えて事業を拡大 | Cadence expands beyond China with 3D IC momentum from TSMC ecosystem | https://www.digitimes.com/news/a20250729VL201/cadence-market-demand-2025-outlook.html |
| Jul 29, 08:59 | Cadence、AIによる勢いと明るい2025年見通しで米1億4,000万ドルの中国罰金を振り払う | Cadence brushes off US$140M China fine with AI-fueled surge and upbeat 2025 outlook | https://www.digitimes.com/news/a20250729VL200/cadence-2025-outlook-revenue-guidance.html |
| Jul 29, 06:47 | Intelが後れを取った理由：iPhone契約の逸失とCEOの失策が転落を招く | How Intel fell behind: Missed iPhone deal and CEO missteps sparked its slide | https://www.digitimes.com/news/a20250728PD207/intel-ceo-lip-bu-tan-iphone.html |
| Jul 29, 06:46 | 中国のPCB産業、相次ぐ倒産の波により大打撃を受ける | China’s PCB industry hit hard by continued bankruptcy wave | https://www.digitimes.com/news/a20250728PD237/dongguan-bankruptcy-supply-chain-shenzhen-expansion.html |
| Jul 29, 06:46 | 台湾の半導体輸出、関税リスクにもかかわらず堅調を維持 | Taiwan’s semiconductor exports remain steady despite tariff risks | https://www.digitimes.com/news/a20250728PD238/taiwan-exports-policy-electronics-semiconductors.html |
| wccftech | |||
| 2025-07-30 | Grounded 2 がSteamで早期アクセス、Xbox Series X/SおよびPCでXbox Game Previewとしてリリースされました | Grounded 2 Is Out Now In Early Access on Steam and Xbox Game Preview on Xbox Series X/S and PC | https://wccftech.com/grounded-2-out-now-xbox-series-x-steam-early-access/ |
| 2025-07-30 | AMD、ASUSサイトで発見された情報によると、Granite Ridge PROチップおよびRyzen 7 9700Fを一般向けに準備中 ― コアクロック、キャッシュ、TDPが流出 | AMD Prepares Granite Ridge PRO Chips And Ryzen 7 9700F For Consumers As Spotted On ASUS Website; Core Clock, Cache, And TDP Leaked | https://wccftech.com/amd-prepares-granite-ridge-pro-chips-and-ryzen-7-9700f-for-consumers-as-spotted-on-asus-website-core-clock-cache-and-tdp-leaked/ |
| 2025-07-30 | AMDのRyzen AI MAX+プロセッサーは、消費者向けグラフィックスに96GBのメモリを搭載し、PC上で1280億パラメータ規模の巨大LLMの実行を可能にしました | AMD’s Ryzen AI MAX+ Processors Now Offer a Whopping 96 GB Memory for Consumer Graphics, Allowing Gigantic 128B-Parameter LLMs to Run Locally on PCs | https://wccftech.com/amd-ryzen-ai-max-processors-offer-a-96gb-memory-for-consumer-graphics/ |
| 2025-07-30 | Assassin’s Creed Shadows アップデート1.0.7でNew Game+、レベル上限増加などの新機能が追加されました | Assassin’s Creed Shadows Update 1.0.7 Adds New Game+, Level Cap Increase and More | https://wccftech.com/assassins-creed-shadows-update-new-game-plus-level-cap-increase/ |
| 2025-07-30 | 『I Hate This Place』のゲームプレイトレーラーが公開、80年代風の美学と緊迫したサバイバルホラーの雰囲気を披露 | I Hate This Place Gameplay Trailer Debuted, Showcases ’80s Aesthetic and Tense Survival Horror Atmosphere | https://wccftech.com/i-hate-this-place-gameplay-trailer-debut/ |
| 2025-07-30 | CORSAIRがAIワークステーション300を発表、起値は1599ドル、Ryzen AI Max+ 395プロセッサーと最大128GBのLPDDR5Xメモリを搭載 | CORSAIR Unveils AI Workstation 300, Starting At $1599, Boasting Ryzen AI Max+ 395 Processor And Up To 128 GB LPDDR5X Memory | https://wccftech.com/corsair-unveils-ai-workstation-300-starting-at-1599-boasting-ryzen-ai-max-395-processor-and-up-to-128-gb-lpddr5x-memory/ |
| 2025-07-30 | Apple、2026年9月に折りたたみiPhoneを発売予定とされ、販売増加により650億ドル規模の大チャンスが見込まれています | Apple Estimated To Launch Its Foldable iPhone In September 2026, Analysts Anticipate A Whopping $65 Billion Opportunity For The Company That Will Overshadow Its Competitors Thanks To Increased Sales | https://wccftech.com/foldable-iphone-launch-happening-in-september-2026-will-create-65-billion-opportunity/ |
| 2025-07-30 | 『Lies Of P』がPS Plus Essential 2025年8月のゲームラインナップの目玉に | Lies Of P Headlines the PS Plus Essential August 2025 Games | https://wccftech.com/ps-plus-essential-august-2025-lies-of-p-dayz-my-hero-ones-justice-2/ |
| 2025-07-30 | ThunderfulとTo The Skyが、PS5およびPC向けに2025年発売の新作4人協力ハック＆スラッシュ『Godbreakers』を発表 | Thunderful and To The Sky Announce Godbreakers, A New Four-Player Co-Op Hack’n’Slash Coming to PS5 and PC In 2025 | https://wccftech.com/godbreakers-co-op-hack-n-slash-ps5-pc-demo-out-now/ |
| 2025-07-30 | 自己流で『プラスティライン』を発明したJulian Brown、隠遁を決断し論争の的に | Julian Brown – The Self-Taught Inventor Of ‘Plastoline’ – Courts Controversy With His Decision To Go Into Hiding | https://wccftech.com/julian-brown-the-self-taught-inventor-of-plastoline-courts-controversy-with-his-decision-to-go-into-hiding/ |
| 2025-07-30 | 『The Witcher 4』は先作の遺産を尊重するが、凌駕する意図はないとナラティブディレクターが語ります | The Witcher 4 Will Honor Its Predecessor’s Legacy Without Trying to Outdo It, Says Narrative Director | https://wccftech.com/the-witcher-4-justice-predecessor-legacy/ |
| 2025-07-29 | ROG Xbox Allyの予約注文がGamescom 2025で開始されると報じられています | ROG Xbox Ally Pre-Orders Will Reportedly Kick-Off at Gamescom 2025 | https://wccftech.com/rog-xbox-ally-pre-orders-go-live-gamescom-2025/ |
| 2025-07-29 | Samsung、次世代Exynos 2600に『Heat Pass Block』技術を採用し、熱伝導改善・過熱防止・効率向上を図ると報じられる | Samsung To Reportedly Implement ‘Heat Pass Block’ Technology To The Upcoming Exynos 2600 To Help With Better Thermal Transfer, Avoid Overheating And Introduce Better Efficiency | https://wccftech.com/exynos-2600-to-feature-heat-pass-block-technology-to-prevent-overheating/ |
| 2025-07-29 | NVIDIA、数か月ぶりに中国市場向け収益再開を示唆し、TSMCに新型H20 AI GPUの発注を行ったと報じられる | NVIDIA Reportedly Places New H20 AI GPU Orders at TSMC, Signaling Efforts to Reignite China Revenue Stream After Several Months | https://wccftech.com/nvidia-reportedly-places-new-h20-ai-gpu-orders-at-tsmc/ |
| 2025-07-29 | 噂：『Black Myth: Wukong』の水中DLC映像が、Gamescom発表前に流出した可能性がある【更新情報】 | Black Myth: Wukong Underwater DLC Footage May Have Just Leaked Ahead of Gamescom Reveal – Rumor [Update] | https://wccftech.com/black-myth-wukong-dlc-rumor-gamescom-2025/ |
| 2025-07-29 | Unreal Engineエンジニアが『Great Hitch Hunt』を宣言、UEゲームのスタッター撲滅のためのヒントを開発者に提供 | Unreal Engine Engineer Declares ‘Great Hitch Hunt’ to Rid UE Games of Stutters, Gives Tips to Developers | https://wccftech.com/unreal-engine-declares-great-hitch-hunt-rid-games-stutters/ |
| 2025-07-29 | PlayStation 5のパワーセーバーモードは性能に大きな影響を及ぼすため、単なる電力効率向上だけが目的ではないと予想されます | PlayStation 5 Power Saver Mode Is Expected to Impact Performance so Much That It’s Unlikely Better Power Efficiency Is Its Only Goal | https://wccftech.com/playstation-5-power-saver-mode-impact-performance-significantly-handheld/ |
| 2025-07-29 | Monster Hunter Wildsが拡張エンドゲームと高難易度クエストを予定より早く実装することになりました | Monster Hunter Wilds Is Getting Its Expanded Endgame and High-Difficulty Quests Earlier Than Expected | https://wccftech.com/monster-hunter-wilds-is-getting-its-expanded-endgame-and-high-difficulty-quests-earlier-than-expected/ |
| 2025-07-29 | RTX 50シリーズ Founders Editionを彷彿とさせるPCケース ― 中国メーカーが、フロントパネルがNVIDIA Blackwell FE GPUに似たQingyao NANOとLiteケースを発表 | A PC Chassis That Resembles RTX 50 Series Founders Edition; Chinese Manufacturer Unveils Qingyao NANO And Lite Cases With Front Panel Resembling NVIDIA Blackwell FE GPUs | https://wccftech.com/a-pc-chassis-that-resembles-rtx-50-series-founders-edition/ |
| 2025-07-29 | Samsung、主要なTesla契約獲得後、TSMCとの対決を見据え米国に数十億ドル規模の先端パッケージング施設建設に投資する見込み | Samsung Reportedly Investing Billions To Build Advanced Packaging Facility in U.S. After Securing Major Tesla Deal, Setting Up a Showdown With TSMC | https://wccftech.com/samsung-reportedly-investing-billions-in-us-advanced-packaging-facility/ |
| 2025-07-29 | Atariが再編とリストラの中、Thunderful Groupの82.6%株式を450万ユーロで取得する計画です | Atari to Acquire 82.6% Stake in Thunderful Group with €4.5 Million Investment Amid Restructuring and Layoffs | https://wccftech.com/atari-to-acquire-82-6-stake-in-thunderful-group-with-e4-5-million-investment-amid-restructuring-and-layoffs/ |
| 2025-07-29 | V-Color、AMD Ryzen Threadripper 9000向けに1TB DDR5メモリ容量と最大8200 MT/s OC RDIMM高速メモリを提供 | V-Color Offers Massive 1 TB DDR5 Capacities & Up To 8200 MT/s OC RDIMM Memory Speeds For AMD’s Ryzen Threadripper 9000 CPUs | https://wccftech.com/v-color-massive-1-tb-ddr5-memory-capacities-up-to-8200-mtps-oc-rdimm-amd-ryzen-threadripper-9000-cpus/ |
| 2025-07-29 | iPhone 17 ProまたはiPhone 17 Pro Maxが街中でテスト中と確認され、警備陣が2台の視界遮断に失敗したことで発見に繋がりました | iPhone 17 Pro Or iPhone 17 Pro Max Being Tested On The Streets Gets Spotted, With Security Personnel Failing To Block The Line Of Sight Of Two Devices, Leading To The Discovery | https://wccftech.com/iphone-17-pro-max-tested-on-the-streets-gets-spotted/ |
| 2025-07-29 | XboxがPCアプリに『ストリーム・ユア・オウン・ゲーム』機能を追加 | Xbox Opens ‘Stream Your Own Game’ Feature on PC App | https://wccftech.com/xbox-opens-stream-your-own-game-feature-pc-app/ |
| 2025-07-29 | WB Games Montréalが新たなDCコミックスのライブサービスゲームを開発中の可能性がある | WB Games Montréal Might Be Making Another DC Comics Live Service Game | https://wccftech.com/wb-games-montreal-might-be-making-dc-comics-live-service-game/ |
| 2025-07-29 | Sam Altmanが衝撃の警告 ― ChatGPTはセラピストではなく、あなたの最も深い秘密が法廷で法的保護なく利用される可能性がある | Sam Altman Issues Chilling Warning: ChatGPT Is Not A Therapist – Your Deepest Secrets Could Be Used Against You In Court With No Legal Protection | https://wccftech.com/sam-altman-issues-chilling-warning-chatgpt-is-not-a-therapist-your-deepest-secrets-could-be-used-against-you-in-court-with-no-legal-protection/ |
| 2025-07-29 | 『ロード・オブ・ザ・リング：Return to Moria』が間もなく『Durin’s Folk』拡張を実装 | The Lord of the Rings: Return to Moria Will Get ‘Durin’s Folk’ Expansion Soon | https://wccftech.com/the-lord-of-the-rings-return-to-moria-durins-folk-expansion/ |
| 2025-07-29 | 過去50年間でコンピューティングパワーは驚異の2億1700万倍に向上 ― 謙虚なIntel 4004から最先端のNVIDIA Blackwellチップへ | Computing Power Has Skyrocketed Over the Last 50 Years, With a Whopping 217 Million Times Increase in Performance — From the Humble Intel 4004 to Cutting-Edge NVIDIA Blackwell Chip | https://wccftech.com/computing-power-has-skyrocketed-over-the-last-50-years-with-a-whopping-217-million-times-increase/ |
| 2025-07-29 | Metaが内蔵カメラ付きAI機能搭載スマートウォッチを開発中、9月の発売でApple Watchに対抗しウェアラブル市場を再定義へ | Meta Is Developing A Smartwatch With A Built-In Camera For AI Features, Potentially Launching In September To Rival The Apple Watch And Redefine Wearable Tech | https://wccftech.com/meta-smartwatch-camera-launch-apple-watch-rival/ |
| 2025-07-29 | Cronos: The New Dawn Q&A ― 「今回は少し違ったアプローチで進めたい」 | Cronos: The New Dawn Q&A – ‘We Want to Cook This One a Bit Differently’ | https://wccftech.com/cronos-the-new-dawn-qa-we-want-to-cook-this-one-a-bit-differently/ |
| 2025-07-29 | AYANEO、初のStrix HaloベースのゲーミングハンドヘルドNEXT 2を開発 ― 大型プロトタイプPCBとデュアルファン冷却システムを公開 | AYANEO Develops Its First Strix Halo-Based Gaming Handheld NEXT 2; Large Prototype PCB Revealed With Dual-Fan Cooler | https://wccftech.com/ayaneo-develops-its-first-strix-halo-based-gaming-handheld-next-2/ |
| 2025-07-29 | TSMC、米国での次の大規模マイルストーンは2029年までに新たな先端パッケージング施設を開設し、独立供給網への一歩を踏み出すことです | TSMC’s Next Major Milestone in the US Would Be The Opening of a New Advanced Packaging Facility By 2029, Coming One Step Closer Towards an Independent Supply Chain | https://wccftech.com/tsmcs-next-major-milestone-in-america-would-be-the-opening-of-a-new-advanced-packaging-facility/ |
| 2025-07-29 | Sonyが、自社のHorizonシリーズ『Light of Motiram』の『奴隷的な模倣』疑惑を理由にTencentを提訴 | Sony Is Suing Tencent For Alleged “Slavish Clone” of its Horizon Series, Light of Motiram | https://wccftech.com/sony-sues-tencent-over-horizon-copy-light-of-motiram/ |
| 2025-07-29 | PlayStationのProject Defiant Fight Stickが正式名称FlexStrikeに決定、2026年に発売予定 | PlayStation’s Project Defiant Fight Stick Officially Named FlexStrike, Arrives Sometime in 2026 | https://wccftech.com/playstation-flexstrike-project-defiant-fight-stick/ |
| 2025-07-29 | Witchfire Webgraveのアップデートで、新たなエリア、装備、アビリティシステムなどが追加されました | Witchfire Webgrave Update Introduces A New Region, Gear, Ability System, and More | https://wccftech.com/witchfire-webgrave-update/ |
| 日経 Tech Foresight | |||
| 2025-07-30 | マイコン市場、インフィニオン初の世界首位 2位はNXP | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC25A0P0V20C25A7000000 | |
| 2025-07-30 | 「宇宙で半導体造る」、若田光一氏 米新興CTOへ転身 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC227TY0S5A720C2000000 | |
| 2025-07-29 | サムスンの光電融合、「未公表」を特許で読む 4社比較 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC2845P0Y5A720C2000000 | |
| 2025-07-29 | GaNパワー半導体、耐圧SiC並みに 中国勢けん引 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC2836O0Y5A720C2000000 | |
| マイナビニュース テックプラス | |||
| 2025-07-29 | OKI、宇宙での発熱部品の排熱に対応する「銅コイン埋込フレックスリジット基板」を発売 | https://news.mynavi.jp/techplus/article/20250729-3391928/ | |
| 2025-07-29 | ヒロセ電機、半導体テスト製品などを手掛けるエス・イー・アールを子会社化 | https://news.mynavi.jp/techplus/article/20250729-3391912/ | |
| 2025-07-29 | リガク、半導体向けマイクロスポット高分解能X線回折システムの商業生産を開始 | https://news.mynavi.jp/techplus/article/20250729-3391897/ | |
| 2025-07-29 | ams OSRAM、ウシオ電機に半導体製造装置向け光源などを扱うランプ事業を売却 | https://news.mynavi.jp/techplus/article/20250729-3391880/ | |
| 2025-07-29 | ルネサス、AI処理とフルHD表示を1チップで実現するエッジ向け64ビットMPU「RZ/G3E」を発表 | https://news.mynavi.jp/techplus/article/20250729-3391865/ | |
| 2025-07-29 | キオクシア、第9世代BiCS FLASH採用の512GビットTLC製品のサンプルを出荷 | https://news.mynavi.jp/techplus/article/20250729-3391664/ | |
| 2025-07-29 | SamsungがTeslaから2兆4000億円規模の半導体製造を受注、米国での製造を計画 | https://news.mynavi.jp/techplus/article/20250729-3391649/ | |
| 2025-07-29 | 半導体に夢を！ ラピダスなど国内半導体メーカー6社が北大で学生向けイベントを開催 | https://news.mynavi.jp/techplus/article/20250729-3391186/ | |
| TrendForce | |||
| 2025-07-29 | 報道によれば、NVIDIAは中国の需要急増を受け30万件のH20注文を追加 ― TSMCやメモリ製造業者に注目 | NVIDIA Reportedly Adds 300K H20 Orders on China Demand Surge — TSMC, Memory Makers in Focus | https://www.trendforce.com/news/2025/07/29/news-nvidia-reportedly-adds-300k-h20-orders-on-china-demand-surge-tsmc-memory-makers-in-focus/ |
| 2025-07-29 | TSMCの上級幹部、魏仁羅氏が21年の勤務を経て退任 ― 経営陣の交代の象徴 | TSMC’s Senior Executive Wei-Jen Lo Retires After 21 Years, Marking Leadership Transition | https://www.trendforce.com/news/2025/07/29/news-tsmcs-senior-executive-wei-jen-lo-retires-after-21-years-marking-leadership-transition/ |
| 2025-07-29 | ファーウェイが中国のAI勢力を率い、米国の規制に対抗するため新たなモデルチップ連合を結成 | Huawei Led Chinese AI Army to Counter U.S. Curbs with New Model-Chip Alliance | https://www.trendforce.com/news/2025/07/29/news-huawei-led-chinese-ai-army-to-counter-u-s-curbs-with-new-model-chip-alliance/ |
| 2025-07-29 | 中国のAIチップユニコーン、EnflameとMetaXがNVIDIAのH20復帰直後に次世代チップを発表 | Chinese AI Chip Unicorns Enflame, MetaX Unveil Next-Gen Chips Shortly After NVIDIA’s H20 Return | https://www.trendforce.com/news/2025/07/29/news-chinese-ai-chip-unicorns-enflame-metax-unveil-next-gen-chips-shortly-after-nvidias-h20-return/ |
| 2025-07-29 | サムスン、テスラのAI6チップを製造 ― TSMCとの2nmレースを激化 | Samsung to Produce Tesla’s AI6 Chips, Escalating 2nm Race with TSMC | https://www.trendforce.com/news/2025/07/29/news-samsung-to-produce-teslas-ai6-chips-escalating-2nm-race-with-tsmc/ |
| Semiconductor Digest | |||
| 3 hours ago | SkyWater TechnologyがInfineonのIPライセンス契約を通じて、米国の半導体製造におけるリーダーシップを強化 | SkyWater Technology Expands Leadership in U.S. Semiconductor Manufacturing With Infineon IP License Agreement | https://www.semiconductor-digest.com/skywater-technology-expands-leadership-in-u-s-semiconductor-manufacturing-with-infineon-ip-license-agreement/ |
| 4 hours ago | 国立科学財団がUC Davisに人工知能ハブのための500万ドルを授与 | National Science Foundation Awards UC Davis $5M for Artificial Intelligence Hub | https://www.semiconductor-digest.com/national-science-foundation-awards-uc-davis-5m-for-artificial-intelligence-hub/ |
| 4 hours ago | Mizzouの研究者がUV光を当ててコンピューターチップの未来を照らす | Mizzou Researchers Shine UV Light on the Future of Computer Chips | https://www.semiconductor-digest.com/mizzou-researchers-shine-uv-light-on-the-future-of-computer-chips/ |
| 4 hours ago | Siemens EDAのIvan KissiovがSi2ピナクル賞を受賞 | Ivan Kissiov of Siemens EDA Wins Si2 Pinnacle Award | https://www.semiconductor-digest.com/ivan-kissiov-of-siemens-eda-wins-si2-pinnacle-award/ |
| 4 hours ago | MultibeamがシリーズB資金調達で3100万ドルを確保 | Multibeam Secures $31 Million in Series B Financing | https://www.semiconductor-digest.com/multibeam-secures-31-million-in-series-b-financing/ |
| 7 hours ago | GSMEがSinbleを買収し、TSMCの先進ノード設計能力を強化 | GSME Acquires Sinble to Strengthen TSMC Advanced Node Design Capabilities | https://www.semiconductor-digest.com/gsme-acquires-sinble-to-strengthen-tsmc-advanced-node-design-capabilities/ |
| 7 hours ago | SEMI、2025年第2四半期における世界のシリコンウエハー出荷台数が前年比10%増と報告 | SEMI Reports Worldwide Silicon Wafer Shipments Increase 10% Year-on-Year in Q2 2025 | https://www.semiconductor-digest.com/semi-reports-worldwide-silicon-wafer-shipments-increase-10-year-on-year-in-q2-2025/ |
| 日本経済新聞 | |||
| 2025-07-30 | 米中、関税停止を90日再延長で一致 トランプ氏の承認前提に | https://www.nikkei.com/article/DGXZQOGN29COX0Z20C25A7000000/ | |
| 2025-07-30 | JSファンダリ破産､見過ごした中国の猛追 3年で消えた半導体再生の夢 | https://www.nikkei.com/article/DGXZQOUC23A0N0T20C25A7000000/ | |
| 2025-07-30 | Switch2版のサイバーパンク2077「直感的な操作実現」 | https://www.nikkei.com/article/DGXZQOUF097OB0Z00C25A6000000/ | |
| 2025-07-30 | 韓国、日欧の関税交渉合意に焦り 米閣僚追い英国へ飛び入り | https://www.nikkei.com/article/DGXZQOGM296WP0Z20C25A7000000/ | |
| 2025-07-30 | キーマンが語るラピダス ｢3カ月で装置200台搬入｣｢課題は人材｣ | https://www.nikkei.com/article/DGXZQOUC235V40T20C25A7000000/ | |
| 2025-07-30 | 電力インフラ、AIや半導体支える 関西電力送配電・白銀隆之社長 | https://www.nikkei.com/article/DGXZQOUF2472M0U5A720C2000000/ | |
| 2025-07-30 | ドイツ株29日 反発、主力株に買い 仏株も上昇 | https://www.nikkei.com/article/DGXZQOFL29CK00Z20C25A7000000/ | |
| 2025-07-30 | 産業革新機構が8000億円ファンド 大型再編に対応、企業の競争力強化 | https://www.nikkei.com/article/DGXZQOUA11BVY0R10C25A7000000/ | |
| 2025-07-30 | EUが対米投資89兆円「日本と全く違う」 関税合意で民間主導強調 | https://www.nikkei.com/article/DGXZQOGN28BUK0Y5A720C2000000/ | |
| 2025-07-30 | ステンレス鋼板、3年ぶり安値 流入の中国製に反ダンピング措置も | https://www.nikkei.com/article/DGXZQOUB22BAP0S5A720C2000000/ | |
| ダイヤモンドオンライン | |||
| Jul 28 20:45 | 米とEUが関税合意、車含め15％ EUが6000億ドル投資 | https://diamond.jp/articles/-/369332 | |
| Jul 28 19:55 | 日米関税合意の“恩恵”はどこへ？企業には好材料も、家計に忍び寄る「構造的円安」の罠 | https://diamond.jp/articles/-/369241 | |
| Tom’s Hardware | |||
| 2025-07-29 22:04 | ChatGPTエージェント、気軽に「私はロボットではありません」キャプチャを流す | ChatGPT agent casually brushes aside ‘I am not a robot’ captcha | https://www.tomshardware.com/tech-industry/artificial-intelligence/chatgpt-agent-casually-brushes-aside-i-am-not-a-robot-captcha-so-now-ill-click-the-verify-you-are-human-checkbox-to-complete-this-verification-it-declared-without-a-hint-of-irony |
| 2025-07-29 21:58 | ウクライナ、クリミアのロシア軍に対してサイバー攻撃で反撃 | Ukraine strikes back at Russia with cyberattack on forces in Crimea | https://www.tomshardware.com/tech-industry/cyber-security/ukraine-strikes-back-at-russia-launches-cyberattack-on-forces-in-crimea-as-independent-hackers-target-airline-aeroflot-grounding-dozens-of-planes |
| 2025-07-29 21:34 | Nvidia、中国の急増するAI需要に応えるため追加30万台のH20 GPUを求める | Nvidia seeks extra 300,000 H20 GPUs to meet China’s surging AI demand | https://www.tomshardware.com/pc-components/gpus/nvidia-seeks-extra-300-000-h20-gpus-to-meet-chinas-surging-ai-demand-places-order-with-tsmc-to-meet-unexpectedly-strong-interest |
| 2025-07-29 21:30 | NetgearのOrbi 370、249.99ドルから始まる手頃な価格のデュアルバンドWi‑Fi 7メッシュを提供 | Netgear’s Orbi 370 offers affordable dual-band Wi-Fi 7 mesh starting at $249.99 | https://www.tomshardware.com/networking/netgears-orbi-370-offers-affordable-dual-band-wi-fi-7-mesh-starting-at-usd249-99-company-brings-next-gen-router-pricing-more-in-line-with-competition-from-tp-link-and-amazon |
| 2025-07-29 21:00 | 量子機械学習が新たな効率的チップ設計パイプラインを実現 | Quantum machine learning unlocks new efficient chip design pipeline | https://www.tomshardware.com/tech-industry/quantum-computing/quantum-machine-learning-unlocks-new-efficient-chip-design-pipeline-encoding-data-in-quantum-states-then-analyzing-it-with-machine-learning-up-to-20-percent-more-effective-than-traditional-models |
| TechPowerup | |||
| 2025-07-29T22:12:38+00:00 | MSI Claw 8 AI+ A2VM レビュー | MSI Claw 8 AI+ A2VM Review | https://www.techpowerup.com/review/claw-8-ai-a2vm/ |
| 2025-07-29T22:00:27+00:00 | クーラーマスター、北米でのMasterFrame 500 Mesh販売開始を発表 | Cooler Master Announces North American Availability of MasterFrame 500 Mesh | https://www.techpowerup.com/339396/cooler-master-announces-north-american-availability-of-masterframe-500-mesh |
| 2025-07-29T21:51:13+00:00 | このNetflix代替サービスは手数料がかからない | This Netflix Alternative Has No Fees | https://www.techpowerup.com/339299/this-netflix-alternative-has-no-fees |
| 2025-07-29T21:41:58+00:00 | Seagate Technology、2025年度第4四半期および通年の決算結果を報告 | Seagate Technology Reports Fiscal Fourth Quarter and Fiscal Year 2025 Financial Results | https://www.techpowerup.com/339395/seagate-technology-reports-fiscal-fourth-quarter-and-fiscal-year-2025-financial-results |
| 2025-07-29T21:29:43+00:00 | Electronic Arts、2026年度第1四半期の業績を発表 | Electronic Arts Reports Q1 FY26 Results | https://www.techpowerup.com/339394/electronic-arts-reports-q1-fy26-results |
| 2025-07-29T20:51:47+00:00 | Corsair AI Workstation 300が発売 ― AMD Ryzen AI Max+ 395 Mini PC旋風の最新作 | Corsair AI Workstation 300 Launches As Latest in Flurry of AMD Ryzen AI Max+ 395 Mini PCs | https://www.techpowerup.com/339390/corsair-ai-workstation-300-launches-as-latest-in-flurry-of-amd-ryzen-ai-max-395-mini-pcs |
| 2025-07-29T17:29:14+00:00 | Firefox、最新ナイトリービルドで「リンク先テキストハイライト」機能をプレビュー | Firefox Previews “Link to Text Highlight” Feature in Latest Nightly Build | https://www.techpowerup.com/339387/firefox-previews-link-to-text-highlight-feature-in-latest-nightly-build |
| 2025-07-29T16:39:02+00:00 | Tachyum、eBPFポートを支えるProdigyユニバーサルプロセッサを強化 | Tachyum Enhances Prodigy Universal Processor Behind eBPF Port | https://www.techpowerup.com/339389/tachyum-enhances-prodigy-universal-processor-behind-ebpf-port |
| 2025-07-29T15:19:53+00:00 | Razer、eスポーツ向けBlackShark V3 Proワイヤレスヘッドセットを発売 | Razer Launches BlackShark V3 Pro Wireless Headset for Esports | https://www.techpowerup.com/339386/razer-launches-blackshark-v3-pro-wireless-headset-for-esports |
| 2025-07-29T14:24:01+00:00 | SEMI、2025年第2四半期に全世界でシリコンウェーハ出荷量が前年比10%増加したと報告 | SEMI Reports Worldwide Silicon Wafer Shipments Increase 10% Year-on-Year in Q2 2025 | https://www.techpowerup.com/339384/semi-reports-worldwide-silicon-wafer-shipments-increase-10-year-on-year-in-q2-2025 |
| 2025-07-29T13:15:45+00:00 | Micron、AI革命を牽引する業界初のSSD製品群を発表 | Micron Unveils Portfolio of Industry-First SSDs to Power the AI Revolution | https://www.techpowerup.com/339380/micron-unveils-portfolio-of-industry-first-ssds-to-power-the-ai-revolution |
| 2025-07-29T12:44:31+00:00 | Netgear、最も手頃な価格のWiFi 7メッシュシステムOrbi 370シリーズを発売し、WiFi 7 Orbi製品ラインを拡充 | Netgear Expands WiFi 7 Orbi Portfolio with the Launch of Orbi 370 Series – the Company’s Most Affordable WiFi 7 Mesh System | https://www.techpowerup.com/339379/netgear-expands-wifi-7-orbi-portfolio-with-the-launch-of-orbi-370-series-the-companys-most-affordable-wifi-7-mesh-system |
| 2025-07-29T12:39:42+00:00 | Arctic P12 Proファンスシリーズが完全に発売開始 | Arctic P12 Pro Fan Series Now Fully Available | https://www.techpowerup.com/339378/arctic-p12-pro-fan-series-now-fully-available |
| 2025-07-29T12:39:08+00:00 | MaxLinear、企業およびハイパースケールデータセンター向け450Gbpsストレージアクセラレータ『Panther V』を発表 | MaxLinear to Unveil Panther V: 450Gbps Storage Accelerator for Enterprise and Hyperscale Data Centers | https://www.techpowerup.com/339377/maxlinear-to-unveil-panther-v-450gbps-storage-accelerator-for-enterprise-and-hyperscale-data-centers |
| 2025-07-29T12:00:44+00:00 | TSMC、急成長する中国市場の中でNVIDIAから300,000 H20チップの注文を受注 | TSMC Gets 300,000 H20 Chip Order from NVIDIA Amid China Market Boom | https://www.techpowerup.com/339376/tsmc-gets-300-000-h20-chip-order-from-nvidia-amid-china-market-boom |
| 2025-07-29T11:33:20+00:00 | Thirdreality、世界初のマター対応スマートメカニカルキーボードMK1を発売 | Thirdreality Launches the World’s First Matter-Enabled Smart Mechanical Keyboard MK1 | https://www.techpowerup.com/339375/thirdreality-launches-the-worlds-first-matter-enabled-smart-mechanical-keyboard-mk1 |
| 2025-07-29T11:25:33+00:00 | Furmark OpenGLベンチマークにNVIDIA N1Xプロセッサが登場 | NVIDIA N1X Processor Surfaces in Furmark OpenGL Benchmark | https://www.techpowerup.com/339374/nvidia-n1x-processor-surfaces-in-furmark-opengl-benchmark |
| 2025-07-29T11:04:30+00:00 | CorsairのElgatoがFacecam 4Kを発表 ― クリエイター向けDSLR品質ウェブカメラ | Corsair’s Elgato Intros Facecam 4K: DSLR-Quality Webcam for Creators | https://www.techpowerup.com/339373/corsairs-elgato-intros-facecam-4k-dslr-quality-webcam-for-creators |
| 2025-07-29T10:36:58+00:00 | Patriot Memory、EP DDR200 V30 A2デュアルインターフェイス高速microSDカードを発売 | Patriot Memory Launches EP DDR200 V30 A2 Dual-Interface High-Speed microSD Card | https://www.techpowerup.com/339372/patriot-memory-launches-ep-ddr200-v30-a2-dual-interface-high-speed-microsd-card |
| 2025-07-29T10:17:34+00:00 | CreativeがStage Proコンパクト2.1チャンネルサウンドバーを発表 | Creative Intros Stage Pro Compact 2.1-Channel Soundbar | https://www.techpowerup.com/339371/creative-intros-stage-pro-compact-2-1-channel-soundbar |
| 2025-07-29T09:52:51+00:00 | Avalue、ハイパフォーマンスサーバーマザーボード『HPM-GNRUA』を発表 | Avalue Unveils HPM-GNRUA: High-Performance Server Motherboard | https://www.techpowerup.com/339370/avalue-unveils-hpm-gnrua-high-performance-server-motherboard |
| 2025-07-29T09:38:17+00:00 | CHERRY XTRFY、熱狂的ファンと真剣なゲーマー向けのハイエンドゲーミングギアを発売 | CHERRY XTRFY Launches High-End Gaming Gear for Enthusiasts and Serious Gamers | https://www.techpowerup.com/339369/cherry-xtrfy-launches-high-end-gaming-gear-for-enthusiasts-and-serious-gamers |
| 2025-07-29T06:58:56+00:00 | COLORFUL、Rimbookシリーズのノートパソコンを発売 | COLORFUL Launches Rimbook Series Laptops | https://www.techpowerup.com/339368/colorful-launches-rimbook-series-laptops |
| 2025-07-29T06:55:32+00:00 | AAEON、世界最小のコア・ウルトラパワードミニPC『PICO-MTU4-SEMI』を発売 | AAEON PICO-MTU4-SEMI Launched as World’s Smallest Core Ultra-Powered Mini PC | https://www.techpowerup.com/339367/aaeon-pico-mtu4-semi-launched-as-worlds-smallest-core-ultra-powered-mini-pc |
| 2025-07-29T06:52:43+00:00 | V-COLOR、AMD Threadripper PRO 9000向けの完全なOC RDIMMソリューションを発表 | V-COLOR Announces Complete OC RDIMM Solution for AMD Threadripper PRO 9000 | https://www.techpowerup.com/339366/v-color-announces-complete-oc-rdimm-solution-for-amd-threadripper-pro-9000 |
| 2025-07-29T05:10:47+00:00 | Itch.io、サイト全体でNSFWゲームが削除された後、成人向けコンテンツガイドラインを更新 | Itch.io Issues Updated Adult Content Guidelines After Site-Wide NSFW Game Takedown | https://www.techpowerup.com/339365/itch-io-issues-updated-adult-content-guidelines-after-site-wide-nsfw-game-takedown |
| 2025-07-29T04:12:58+00:00 | Sony、Horizonゲームシリーズの盗用コンセプトを巡りTencentを提訴 | Sony Sues Tencent for Stolen Concepts From Horizon Game Series | https://www.techpowerup.com/339363/sony-sues-tencent-for-stolen-concepts-from-horizon-game-series |
| EETimes Taiwan | |||
| 2025-07-29 | インテルの製造プロセスの分岐点：18Aか14Aか？ | 英特爾的製程十字路口：18A或14A？ | https://www.eettaiwan.com/20250729nt01-intel-facing-another-crossroads-18a-or-14a-process-node/ |
| 2025-07-29 | 半導体分野におけるグラフェン応用の探求 | 石墨烯在半導體領域的應用探索 | https://www.eettaiwan.com/20250729nt51-scientific-notes-on-power-electronics-graphene-applications-in-semiconductors/ |
| 2025-07-29 | 重稀土磁石が産業大国間の競争の焦点に | 重稀土磁體成產業大國競技焦點 | https://www.eettaiwan.com/20250729nt61-heavy-rare-earth-magnets-become-the-focus-of-competition/ |
| 2025-07-29 | 激動の時代における世界電子貿易の分析 | 動盪時代下的全球電子貿易分析 | https://www.eettaiwan.com/20250729nt21-global-e-trade-analysis/ |
| EETimes Asia | |||
| 2025-07-29 | 2025年、世界の純粋プレイ・チップファウンドリ収益が前年比17%増加すると予測される | Global Pure-Play Chip Foundry Revenues Forecast to Grow 17% YoY in 2025 | https://www.eetasia.com/global-pure-play-chip-foundry-revenues-forecast-to-grow-17-yoy-in-2025/ |
| 2025-07-29 | QuickLogicのAurora PRO、リソース利用率が50%向上 | QuickLogic’s Aurora PRO Offers 50% Better Resource Utilization | https://www.eetasia.com/embeddednews-quicklogics-aurora-pro-offers-50-better-resource-utilization/ |
| 2025-07-29 | CoAsia SEMIとRebellions、REBELベースの次世代AIチップレットで協力 | CoAsia SEMI and Rebellions to Collaborate on REBEL-based Next-Gen AI Chiplet | https://www.eetasia.com/coasia-semi-and-rebellions-to-collaborate-on-rebel-based-next-gen-ai-chiplet/ |
| 2025-07-29 | 6G FR3の可能性を引き出す | Unlocking the Potential of 6G FR3 | https://www.eetasia.com/unlocking-the-potential-of-6g-fr3/ |
| EETimes India | |||
| ZDNET Korea | |||
| 2025-07-29 | エイトテック、科学技術部長官表彰を受賞 | 에이트테크, 과기부장관 표창 수상 | https://www.zdnet.co.kr/20250729223948%22%20title=%22 |
| 2025-07-29 | “電気自動車火災の自動消火”…KNRシステム、特許登録 | “전기차 화재 자동진압”…케이엔알시스템 특허 등록 | https://www.zdnet.co.kr/20250729223547%22%20title=%22 |
| 2025-07-29 | チョンイルエナジー、AI火炎検知器で夜明けの廃棄物集積場火災を早期消火 | 천일에너지, AI 불꽃감지기로 새벽 폐기물 집하장 화재 조기진압 | https://www.zdnet.co.kr/20250729222803%22%20title=%22 |
| 2025-07-29 | “中国を抜いた”…インド、米国スマートフォン市場で1位 | “중국 제쳤다”…인도, 美 스마트폰 시장 1위 | https://www.zdnet.co.kr/20250729181320%22%20title=%22 |
| 2025-07-29 | リベリオン、マベルと共にソブリンAI構築用のカスタムAIインフラを共同開発 | 리벨리온, 마벨과 소버린AI 구축 위한 맞춤형 AI 인프라 공동 개발 | https://www.zdnet.co.kr/20250729174707%22%20title=%22 |
| 2025-07-29 | “たった一言でCT撮影完了”…AI医師が実際に試した結果は？ | “말 한마디로 CT 촬영 완성”…AI 의사들이 직접 써본 결과는? | https://www.zdnet.co.kr/20250729213611%22%20title=%22 |
| 2025-07-29 | ネットマーブル『バンピル』、来月26日に正式リリース…「差別化された体験を提供」 | 넷마블 ‘뱀피르’, 다음 달 26일 정식 출시…”차별화된 경험 전달” | https://www.zdnet.co.kr/20250729151958%22%20title=%22 |
| 2025-07-29 | チェ・フェヨン人事聴問会、文化体育観光部のKカルチャー育成への意志は『確固』…各種疑惑は「事実無根」 | 최휘영 인사청문회, 문체부 K컬처 육성 의지 ‘확고’…각종 의혹은 “사실 무근” | https://www.zdnet.co.kr/20250729194609%22%20title=%22 |
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| 2025-07-29 | 公正取引委員会、ダークパターンに厳重措置…『電子商取引法』の指導期間は8月13日に終了 | 공정위, 다크패턴 엄중 제재…’전자상거래법’ 계도기간 8월 13일 종료 | https://www.zdnet.co.kr/20250729182246%22%20title=%22 |
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| 中央日報 | |||
| 2025-07-30 | マスク氏、『サムスンのイ・ジェヨン会長とビデオ通話でパートナーシップ内容を議論』 | 머스크 “삼성 이재용 회장과 화상통화…파트너십 내용 논의했다” | https://www.joongang.co.kr/article/25355382 |
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| 2025-07-30 | 米国商務次官「トランプ、2週間以内に医薬品関税を発表…15％を超える可能性」 | 美상무 “트럼프, 2주내 의약품관세 발표…15%보다 높을 것” | https://www.joongang.co.kr/article/25355329 |
| 2025-07-30 | イ・ジェヨンも米国へ…関税期限D-2、官民の総力戦 | 이재용도 미국행…관세시한 D-2, 민·관 총력전 | https://www.joongang.co.kr/article/25355327 |
| 2025-07-30 | [ロナルド・テンプルのマーケットナウ] 年末にトランプが受ける政策の成績表 | [로널드 템플의 마켓 나우] 연말에 트럼프가 받게 될 정책 성적표 | https://www.joongang.co.kr/article/25355288 |
| BAIDU |
