TOC
Main News
- Trump Administration Considering Investment in Intel The Trump administration is considering acquiring a 10% stake in Intel, which, if realized, would make it the company’s largest shareholder. The move is reportedly intended to support the expansion of domestic manufacturing. However, the market has expressed disappointment with this report, and there has been some debate as to whether a government investment could lead to Intel’s rebirth.
- NVIDIA ‘s AI Chip Market Dominance and China’s Challenges NVIDIA is driving 27% of SK Hynix’s revenue in the first half of 2025, strengthening the AI chip partnership. Meanwhile, China is reportedly struggling with NVIDIA’s GPU software as a major barrier as it switches to domestically produced chips for AI. Ecosystem fragmentation and supply shortages are believed to be factors in China’s inability to move away from NVIDIA hardware.
- Progress in HBM3 and Lithography Technology in China China Huawei is testing the country’s first HBM3, and CXMT is accelerating its expansion to resolve supply shortages. China has also reportedly developed a lithography system with accuracy comparable to ASML’s High-NA EUV, but this is limited to research applications and has not yet reached mass production.
- TSMC Arizona Plant Profitable and High Wafer Prices TSMC’s Arizona plant reportedly returned to profitability in the second quarter of 2025, posting a return on investment for the second consecutive quarter. At the same time, TSMC’s latest chips are reportedly priced as high as $30,000 per wafer, suggesting higher chip manufacturing costs.
- NVIDIA Considering Entry into HBM-Based Die Production NVIDIA is reportedly considering small-scale HBM-based die production in 2027, which could have a significant impact on the memory chip market. This move suggests that NVIDIA may further vertical integration in the AI chip supply chain.
- SK Hynix Labor Dispute Delays HBM Supply to NVIDIA SK Hynix’s labor dispute has reportedly delayed negotiations with NVIDIA regarding the supply of high bandwidth memory (HBM). This could have a direct impact on the supply of AI chips, highlighting the importance of a stable supply of HBM, especially in the AI market.
- Samsung and Tesla OLED Partnership Expands into Robotics Samsung is reportedly expanding its OLED supply beyond Apple, partnering with Tesla to supply OLEDs for the Optimus robot’s facial display. This move will enable human-like interaction and expression in robots and promote “next-generation robotics.
- SoftBank’ s Acquisition of Foxconn’s Ohio Plant to Build AI Servers SoftBank has announced the acquisition of Foxconn’s Ohio plant for $375 million to build its AI server, Stargate. This is a major investment in AI infrastructure and represents a move to meet the growing demand for rapidly expanding AI technology.
- Samsung’s DRAM Market Share at 10-Year Low Samsung’s DRAM market share has reportedly fallen to a 10-year low. While consumer electronics have softened the blow, this reflects increased competition in the global DRAM market and changing market shares of major players.
- Apple to Skip iPhone 18 Base Model and Focus on Pro/Fold Reports indicate that Apple plans to skip the iPhone 18 base model next year and announce it along with the iPhone 18e in 2027. This could result in a major change in Apple’s product strategy, as the September 2025 announcement will be exclusively for the Pro and Fold models.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Aug 18, 06:54 | SamsungのDRAM市場シェア、10年ぶりの低水準に、消費者向け電子機器がその打撃を和らげる | Samsung DRAM market share sinks to decade low, consumer electronics cushion the blow | https://www.digitimes.com/news/a20250815PD224/samsung-dram-market-share-2025-hbm.html |
| Aug 18, 12:49 | 華虹半導体がHLMCを買収し、12インチチップ製造能力を拡大 | Hua Hong Semiconductor to acquire HLMC to expand 12-inch chipmaking capacity | https://www.digitimes.com/news/a20250818PD223/hua-hong-semiconductor-shanghai-12-inch-capacity-huali.html |
| Aug 18, 11:22 | 通行料が関税に代わる中、業界、トランプ氏の進化するチップ政策に急遽対応 | Tolls replace tariffs: Industry scrambles to adapt to Trump’s evolving chip policy | https://www.digitimes.com/news/a20250818PD212/government-policy-revenue-nvidia-amd.html |
| Aug 18, 11:13 | 解説：トランプ氏の出資はインテルの再生を導くことができるか？ | Commentary: Can Trump’s stake-in steer Intel to recovery? | https://www.digitimes.com/news/a20250818PD211/intel-government-manufacturing-apple-investment.html |
| Aug 18, 06:54 | SKハイニックスの労働争議、NvidiaとのHBM供給交渉を遅延させる | SK Hynix labor dispute delays Nvidia HBM supply talks | https://www.digitimes.com/news/a20250815PD218/sk-hynix-hbm-strike-nvidia-operating-profit.html |
| Aug 18, 17:15 | Advent International、スイスの位置測定用チップメーカーU-bloxを買収し、欧州での展開を拡大 | Advent International acquires Swiss positioning chipmaker U-blox, expanding European footprint | https://www.digitimes.com/news/a20250818PD230/revenue-2025-zenith-subsidiary-business.html |
| Aug 18, 16:16 | Phison、通貨損失とNAND価格上昇を背景に利益が低下、CEOは2026年の供給懸念を示す | Phison profit drops on currency losses as NAND prices rise, CEO flags 2026 supply concerns | https://www.digitimes.com/news/a20250815PD213/phison-profit-nand-2026-revenue.html |
| Aug 18, 16:08 | Topco Scientific、2027年の覇権争いに向け準備、中国のウエハーメーカーが市場支配を強化 | Topco Scientific prepares for 2027 showdown as Chinese wafer makers strengthen market hold | https://www.digitimes.com/news/a20250815PD211/market-wafer-2027-topco-materials.html |
| Aug 18, 15:34 | 報道：北京、国内チップ使用を推進、H20の販売が中国で再開 | Beijing reportedly pushes local chip usage as H20 sales resume in China | https://www.digitimes.com/news/a20250818VL208/beijing-government-nvidia-chips-sales.html |
| Aug 18, 15:08 | Empyrean Technology、売上は上昇するも、EDA投資の圧迫により利益が92％減少 | Empyrean Technology’s revenue climbs, but profit plunges 92% in EDA spending squeeze | https://www.digitimes.com/news/a20250818VL209/empyrean-technology-eda-software-profit-revenue.html |
| Aug 18, 14:42 | AMD CEO、輸出規制を「騒音」と断じ、対抗策を打ち出す | AMD CEO calls export controls noise, reveals counter-strategy | https://www.digitimes.com/news/a20250818PD216/amd-lisa-su-manufacturing-exports-usa.html |
| Aug 18, 11:35 | ASMLの不穏な役割：オランダ大手の3年間の内部事情が米中対立を浮き彫りにする | ASML’s uneasy role in the tech war: What 3 years inside the Dutch giant reveal about US–China rivalry | https://www.digitimes.com/news/a20250818PD205/asml-dutch-war-euv-technology.html |
| Aug 18, 11:14 | 先進ノードの高い需要がTopcoの2025年上半期の売上成長を牽引する | Strong demand for advanced nodes drives Topco’s 1H25 revenue growth | https://www.digitimes.com/news/a20250814PD243/topco-demand-growth-revenue-earnings.html |
| Aug 18, 10:42 | Section 232の調査が台湾の主要産業に暗い影を落としている | Section 232 investigations loom over Taiwan’s key industries | https://www.digitimes.com/news/a20250818PD204/taiwan-tsmc-investment-semiconductors-president.html |
| Aug 18, 10:10 | Huawei、中国初のHBM3を試験中、CXMTは供給不足に歯止めをかけるため拡大を加速 | Huawei tests China’s first HBM3 as CXMT accelerates expansion to counter supply squeeze | https://www.digitimes.com/news/a20250818PD202/cxmt-hbm3-hbm-huawei-expansion.html |
| Aug 18, 09:47 | 週間ニュース総まとめ：Appleの599ドルMacBook、中国のHBM3ブレイクスルー、TSMCの2nmリーク最新情報 | Weekly news roundup: Apple’s US$599 MacBook, China’s HBM3 breakthrough, and TSMC 2nm leak update | https://www.digitimes.com/news/a20250818VL203/digitimes-asia-weekly-news-roundup-apple-macbook-tsmc-2025.html |
| wccftech | |||
| 2025-08-19 | Microsoft副社長、’より手頃な価格の’Xboxクラウドゲームサービスを示唆 | Microsoft VP Hints At “More Affordable” Xbox Cloud Gaming Service | https://wccftech.com/microsoft-vp-hints-at-more-affordable-xbox-cloud-gaming/ |
| 2025-08-19 | Iconic Interactive、初のゲーム『The Oversight Bureau』を2025年にPC向けに発売し、NVIDIAのACE AI技術で強化すると発表 | Iconic Interactive Announces Debut Game, The Oversight Bureau, Coming to PC in 2025 and Enhanced by NVIDIA’s ACE AI Tech | https://wccftech.com/iconic-interactive-debut-game-the-oversight-bureau-nvidia-ace-ai/ |
| 2025-08-19 | Intel、‘Gamer Days 2025’キャンペーンの一環として、Core UltraおよびCore CPUにBattlefield 6を同梱予定 | Intel To Bundle Battlefield 6 With Its Core Ultra & Core CPUs As Part of “Gamer Days 2025” Deals | https://wccftech.com/intel-bundle-battlefield-6-core-ultra-core-cpus-as-part-of-gamer-days-2025-deals/ |
| 2025-08-19 | NVIDIA DLSS 4、175以上のゲームに対応 ― Resident Evil RequiemとDirective 8020はフルパストレーシングを実現 | NVIDIA DLSS 4 Is Supported in 175+ Games; Resident Evil Requiem, Directive 8020 Have Full Path Tracing | https://wccftech.com/nvidia-dlss-4-supported-175-games-resident-evil-requiem-path-tracing/ |
| 2025-08-19 | NVIDIA GeForce NOW、同価格帯でBlackwellアップグレード ― RTX 5080クラスの性能、AMD Zen 5 CPU、ローカルPCゲームに迫る映像品質、90FPSのSteam Deck対応 | NVIDIA GeForce NOW Recieves Blackwell Upgrade For The Same Price: Now With RTX 5080-Class Performance & AMD Zen 5 CPUs, Enhanced Visual Quality Rivaling Local PC Gaming, 90 FPS Steam Deck Support | https://wccftech.com/nvidia-geforce-now-blackwell-rtx-5080-pc-like-latency-image-quality-install-to-play-new-games-same-price/ |
| 2025-08-19 | NVIDIA Project G-Assist、メモリ使用量を40%削減 ― 6GB以上VRAM搭載の全RTX GPU対応、グローバルDLSSオーバーライドやRTX 40 GPU向けスムーズモーション、従来設定も追加 | NVIDIA Project G-Assist Cuts Memory Usage By 40% & Available On All RTX GPUs With 6GB+ VRAM, App Adds Global DLSS Overrides, Smooth Motion On RTX 40 GPUs, More Legacy Settings | https://wccftech.com/nvidia-app-project-g-assist-update-smooth-motion-rtx-40-lower-vram-usage-dlss-overrides/ |
| 2025-08-19 | NVIDIA、GeForce RTX 50 GPU同梱でBorderlands 4を提供 ― DLC付き、オファーは9月22日まで | NVIDIA Bundles Borderlands 4 With GeForce RTX 50 GPUs: DLC Included, Offer Available Till 22nd September | https://wccftech.com/nvidia-geforce-rtx-50-borderlands-4-bundle-dlss-4/ |
| 2025-08-19 | 『インディアナ・ジョーンズとザ・グレート・サークル』に、9月よりRTXヘア機能が搭載される | RTX Hair Is Coming in September to Indiana Jones and the Great Circle | https://wccftech.com/rtx-hair-coming-september-indiana-jones-and-the-great-circle/ |
| 2025-08-19 | Mac miniリフレッシュ、開発中らしく ― 発売時にM5およびM5 Proモデルを搭載、発表は数ヶ月先の可能性 | Mac mini Refresh Is Apparently In Development, With Apple Expected To Offer The M5 And M5 Pro Options At Launch; Unveiling Could Happen In A Few Months | https://wccftech.com/new-mac-mini-with-m5-and-m5-pro-options-under-development/ |
| 2025-08-19 | 噂によると、ソニーのState of Playが2025年9月に開催される見込み | Sony State of Play Coming in September 2025, It’s Claimed – Rumor | https://wccftech.com/sony-state-of-play-september-2025/ |
| 2025-08-19 | Samsung Galaxy Buds3 FE登場 ― AirPodsに似たステムスタイル、AI、アクティブノイズキャンセリング、プレミアム機能を149ドルで実現 | Samsung’s Galaxy Buds3 FE Are Here, Mirroring AirPods Stem-Style Design, With AI, Active Noise Cancellation, And Premium Features For $149, Delivering Performance In A Budget-Friendly Package | https://wccftech.com/samsungs-galaxy-buds3-fe-are-here-mirroring-airpods-stem-style-with-ai-active-noise-cancellation-and-premium-features-for-149-delivering-performance-in-a-budget-friendly-package/ |
| 2025-08-19 | NetEase、Marvel製作陣からMarvel Rivals用のオリジナルキャラクター制作の許可を取得 ― ゲームディレクターは「お楽しみに」とコメント | NetEase has Marvel’s Go-Ahead to Make Original Characters for Marvel Rivals, Game Director says to “Stay Tuned” | https://wccftech.com/netease-has-marvel-go-ahead-to-make-original-marve-rivals-characters-director-says-stay-tuned/ |
| 2025-08-19 | TSMC最新チップ、ウェハー1枚あたり3万ドルのプレミアム価格 ― 米アリゾナ工場が2四半期連続黒字に | TSMC Latest Chips To Get Super Expensive With $30k/Wafer Tag – US Arizona Plant Becomes Profitable For Second Consecutive Quarter | https://wccftech.com/tsmc-latest-chips-to-get-super-expensive-with-30k-wafer-tag-us-arizona-plant-becomes-profitable-for-second-consecutive-quarter/ |
| 2025-08-19 | 報道によると、Appleは来年のiPhone 18ベースモデルを見送り、2027年にiPhone 18eと併せて発表、9月は‘Pro’および‘Fold’モデル専用にする計画 | Apple Reportedly Skipping iPhone 18 Base Model Next Year, Plans To Launch It Alongside iPhone 18e In 2027, Reserving September Exclusively For ‘Pro’ And ‘Fold’ Models | https://wccftech.com/iphone-18-base-model-delayed-2027-pro-fold/ |
| 2025-08-19 | 報道によると、中国がASMLのHigh-NA EUVに迫る精度のリソグラフィ装置を開発 ― ただし用途は研究限定、量産には至らず | China Reportedly Develops Lithography Machine With Precision Rivalling ASML’s High-NA EUV, But Limited to Research Applications, Not Mass Production | https://wccftech.com/china-reportedly-develops-lithography-machine-with-precision-rivalling-asml-high-na-euv/ |
| 2025-08-19 | CI Games、‘Lords of the Fallen 2’が『帝国の逆襲』の瞬間となり、2023年リブート作よりダークな作品になると語る | CI Games says Lords of the Fallen 2 will be their “Empire Strikes Back” Moment, and a “Darker” Game Than the 2023 Reboot | https://wccftech.com/ci-games-lords-of-the-fallen-2-empire-strikes-back-dark-knight/ |
| 2025-08-19 | Samsung、Appleを超えてOLED採用を拡大 ― Teslaと提携し、Optimusロボットの顔面駆動と人間らしい対話を実現 | Samsung Extends OLED Reach Beyond Apple, Partnering With Tesla To Power Optimus Robot’s Face And Enable Human-Like Interaction In The Next Wave Of Robotics | https://wccftech.com/samsung-extends-oled-reach-beyond-apple-partnering-with-tesla-to-power-optimus-robots-face/ |
| 2025-08-19 | ダウンロード：Apple、開発者向けにiOS 26、iPadOS 26、macOS Tahoe Beta 7をリリース ― 一般公開は来月に迫る | Download: Apple Releases iOS 26, iPadOS 26, and macOS Tahoe Beta 7 To Developers, As Public Release Nears Next Month | https://wccftech.com/ios-26-ipados-26-macos-tahoe-beta-7/ |
| 2025-08-19 | 市場、トランプ政権がIntel株の10％取得を検討していることに失望 | Market Disappointed As Trump Administration Mulls A 10 Percent Stake In Intel | https://wccftech.com/market-disappointed-as-trump-administration-mulls-a-10-percent-stake-in-intel/ |
| 2025-08-19 | 報道：NVIDIAのGPUソフトウェアが、中国の国産AIチップ移行を大きな頭痛の種にしている | NVIDIA’s GPU Software Makes Chinese Efforts To Switch To Domestic AI Chip Use Full Of Headaches, Says Report | https://wccftech.com/nvidias-gpu-software-makes-chinese-efforts-to-switch-to-domestic-ai-chip-use-full-of-headaches-says-report/ |
| 2025-08-19 | NetEase発表 ― 『Destiny: Rising』、1,000万以上の事前登録を達成し大きな注目を集める | Destiny: Rising Hype Builds to Over 10 Million Pre-Registrations, Announces NetEase | https://wccftech.com/destiny-rising-10-million-pre-registrations-netease-bungie/ |
| 2025-08-19 | 最新のAnTuTuリーク：Tensor G5搭載のPixel 10 Pro XL、Tensor G4に比べ控えめに15%向上 ― マルチコアスコアは2倍以上の伸び | Tensor G5 Powering The Pixel 10 Pro XL Shows A Modest 15 Percent Gain Over The Tensor G4 In The Latest AnTuTu Benchmark Leak, With The Multi-Core Score Showing More Than Double The Gains | https://wccftech.com/tensor-g5-antutu-leak-pixel-10-pro-xl-vs-pixel-9-pro-xl-modest-performance-gain/ |
| 2025-08-19 | BAFTA受賞のHerobeat Studios、次作『Rewilders: The Lost Spring』 ― アクション・ローグライトジャンルに挑戦 | BAFTA-Winning Developer Herobeat Studios Announces Next Title, Action-Roguelite Rewilders: The Lost Spring | https://wccftech.com/rewilders-the-lost-spring-new-action-roguelite-bafta-winning-herobeat-studios/ |
| 2025-08-19 | ASUS GeForce RTX 5090、主要北米小売店でついに定価まで下落 | ASUS GeForce RTX 5090 Finally Comes Down To MSRP On A Major NA Retailer | https://wccftech.com/asus-geforce-rtx-5090-finally-comes-down-to-msrp/ |
| 2025-08-19 | 報道によると、Huawei最新のデータセンターチップは依然として5年前の技術を使用 | Huawei’s Latest Datacenter Chip Continues To Use 5 Year Old Technology, Says Report | https://wccftech.com/huaweis-latest-datacenter-chip-continues-to-use-5-year-old-technology-says-report/ |
| 2025-08-19 | 『Shenmue 3 Enhanced』、PlayStation、Xbox Series、PCに加え、シリーズ初のNintendo版も登場 | Shenmue 3 Enhanced Is Coming To PlayStation, Xbox Series, PC, and For The First Time in the Series History, Nintendo | https://wccftech.com/shenmue-3-enhanced-playstation-xbox-series-nintendo/ |
| 2025-08-18 | MediaTekの次世代Dimensity 9500、2025年のフラッグシップチップ出荷を33%増に寄与 ― 中国が最重要市場に | MediaTek’s Upcoming Dimensity 9500 Estimated To Contribute To A 33 Percent Increase In Flagship Chipset Shipments For 2025; China Expected To Be The Most Important Market | https://wccftech.com/mediatek-dimensity-9500-contribute-33-percent-increase-in-flagship-chipset-shipments-2025/ |
| 2025-08-18 | Andrew Left率いるCitron Research、Palantir株の目標株価を「寛大な」40ドルに設定 ― 約77%の下落を示唆 | Andrew Left’s Citron Research Pegs A “Generous” $40 Price Target On Palantir Shares, Implying A ~77 Percent Downside | https://wccftech.com/andrew-lefts-citron-research-pegs-a-generous-40-price-target-on-palantir-shares-implying-a-77-percent-downside/ |
| 2025-08-18 | NVIDIA初のヒューマノイドロボット、Foxconnと協力で製造 ― 11月の展示で『フィジカルAI』時代の幕開けを示す | NVIDIA’s First-Ever Humanoid Robots, Manufactured in Partnership With Foxconn, Are Expected to Be Showcased in November, Marking the Beginning of the ‘Physical AI’ Era | https://wccftech.com/nvidia-first-ever-humanoid-robots-manufactured-in-partnership-with-foxconn-are-expected-to-be-showcased-in-november/ |
| 2025-08-18 | NVIDIA、GeForceコミュニティアップデートで「新ハードウェアはなし」 ― 最新GeForce機能を強調 | NVIDIA Says “No New Hardware” In The GeForce On Community Update But Will Rather Highlight Latest GeForce Features | https://wccftech.com/nvidia-announces-geforce-on-community-update/ |
| 2025-08-18 | Nintendo、Kirby Air Ridersに関するNintendo Directを発表 ― ディレクター桜井政博が45分間の深堀り解説 | Nintendo Announces Kirby Air Riders Nintendo Direct, a 45-Minute Deep-Dive with Director Masahiro Sakurai | https://wccftech.com/kirby-air-riders-nintendo-direct-nintendo-switch-2/ |
| 2025-08-18 | 『Assassin’s Creed Shadows』、2025年現時点でヨーロッパで最も売れている新作ゲームに | Assassin’s Creed Shadows is Europe’s Best-Selling New Game of 2025 So Far | https://wccftech.com/assassins-creed-shadows-europes-best-selling-new-game-2025/ |
| 2025-08-18 | NVIDIAの中国ライバルCambricon、競争強化のため5億6,000万ドルの資金調達を計画 ― 北京は国産AIチップ採用を義務化に向け動く | NVIDIA’s Emerging AI Chip Rival in China, Cambricon, Plans to Raise $560 Million to Boost Competition as Beijing Moves to Mandate Homegrown AI Chips For Datacenters | https://wccftech.com/nvidia-ai-chip-rival-in-china-plans-to-raise-560-million-to-boost-competition-as-beijing-moves-to-mandate-homegrown-ai-chips-for-datacenters/ |
| 2025-08-18 | EA、大規模なBattlefield 2042アップデートをリリース ― Battlefield 6ベータ終了 | EA Releases Big Battlefield 2042 Update as Battlefield 6 Beta Comes To An End | https://wccftech.com/ea-battlefield-2042-update-battlefield-6-beta-end/ |
| 2025-08-18 | 『Revenge of the Savage Planet』デモがSteamで公開 ― 最新アップデートでPS5およびXbox Series X/S向けにフォトモードと60FPSパフォーマンスモードを追加 | Revenge of the Savage Planet Demo Now Available on Steam, New Update Adds Photo Mode and 60 FPS Performance Mode on PS5 and Xbox Series X/S | https://wccftech.com/revenge-of-the-savage-planet-steam-demo-photo-mode-60-fps-update-ps5-xbox-series-x-s/ |
| 日経 Tech Foresight | |||
| 2025-08-19 | インテル1.4nm中止は時期尚早 サムスンは歩留まりに難 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC08AE40Y5A800C2000000 | |
| 2025-08-19 | 【特許】東京応化、ダイシングの加工品質高める保護膜 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC042H80U5A800C2000000 | |
| 2025-08-19 | 東大など、機能性酸化物の新電子状態 磁気メモリーに | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC0610I0W5A800C2000000 | |
| 2025-08-18 | 「量子ビットにMgO」「材料発見AIを効率化」 海外動向 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC061JK0W5A800C2000000 | |
| マイナビニュース テックプラス | |||
| 2025-08-19 | レゾナックが成長を続けるには？ – 材料開発センター長が見据える次世代半導体材料 | https://news.mynavi.jp/techplus/article/20250819-3387205/ | |
| 2025-08-18 | 米政府がインテル株式取得を検討か – 国内製造拡大を支援 | https://news.mynavi.jp/techplus/article/20250818-3408811/ | |
| TrendForce | |||
| 2025-08-18 | Samsung、報道によると2027年にTesla向けに8インチOLEDを供給、Optimusロボット用の可能性も | Samsung Reportedly to Supply 8-Inch OLEDs to Tesla in 2027, Possibly for Optimus Robots | https://www.trendforce.com/news/2025/08/18/news-samsung-reportedly-to-supply-8-inch-oleds-to-tesla-in-2027-possibly-for-optimus-robots/ |
| 2025-08-18 | NVIDIA、報道によると2025年前半にSK hynixの収益の27％を牽引し、AIチップパートナーシップを固める | NVIDIA Reportedly Drives 27% of SK hynix Revenue in 1H25, Cementing AI Chip Partnership | https://www.trendforce.com/news/2025/08/18/news-nvidia-reportedly-drives-27-of-sk-hynix-revenue-in-1h25-cementing-ai-chip-partnership/ |
| 2025-08-18 | Hua Hong、主要な中国ファウンドリ再編推進の中で、HLMCの支配権取得を図る | Hua Hong Seeks Controlling Stake in HLMC in Major China Foundry Consolidation Push | https://www.trendforce.com/news/2025/08/18/news-hua-hong-seeks-controlling-stake-in-hlmc-in-major-china-foundry-consolidation-push/ |
| 2025-08-18 | TSMC Arizona、2025年第2四半期に投資収益を計上；一方、熊本ファブは損失に苦戦 | TSMC Arizona Delivers 2Q25 Investment Income; as Kumamoto Fab Struggles with Losses | https://www.trendforce.com/news/2025/08/18/news-tsmc-arizona-delivers-2q25-investment-income-as-kumamoto-fab-struggles-with-losses/ |
| 2025-08-18 | NVIDIA、報道によると2027年に小規模なHBMベースダイ生産を検討 – メモリ・チップ市場に衝撃 | NVIDIA Reportedly Eyes Small-Scale HBM Base Die Production in 2027: Rattling Memory, Chip Markets | https://www.trendforce.com/news/2025/08/18/news-nvidia-reportedly-eyes-small-scale-hbm-base-die-production-in-2027-rattling-memory-chip-markets/ |
| Semiconductor Digest | |||
| 5 hours ago | ジョージア工科大学理科学部がAI4Scienceセンターの開設を発表 | Georgia Tech College of Sciences Announces Launch of AI4Science Center | https://www.semiconductor-digest.com/georgia-tech-college-of-sciences-announces-launch-of-ai4science-center/ |
| 6 hours ago | 2026年IEEE電子部品および技術会議が論文募集を発表 | 2026 IEEE Electronic Components and Technology Conference Announces Call for Papers | https://www.semiconductor-digest.com/2026-ieee-electronic-components-and-technology-conference-announces-call-for-papers/ |
| 6 hours ago | Metalenz、メタサーフェス市場における技術拡大を進め、システムレベルのセンシング用途にも対応 | Metalenz Expands Its Technologies in the Metasurface Market to Include System Level Sensing Applications | https://www.semiconductor-digest.com/metalenz-expands-its-technologies-in-the-metasurface-market-to-include-system-level-sensing-applications/ |
| 6 hours ago | Nordson Electronics Solutionsが、SEMICON Taiwan 2025にてパネルレベルおよびウエハーレベルのパッケージング技術を展示 | Nordson Electronics Solutions to Exhibit Panel-Level and Wafer-Level Packaging Technologies at SEMICON Taiwan 2025 | https://www.semiconductor-digest.com/nordson-electronics-solutions-to-exhibit-high-yield-fluid-dispensing-technologies-for-panel-level-and-wafer-level-packaging-at-semicon-taiwan-2025/ |
| 日本経済新聞 | |||
| 2025-08-19 | レーザーテック、減収減益 | https://www.nikkei.com/article/DGXZQOTG172C70X10C25A8000000/ | |
| 2025-08-19 | 東京エレクトロン、減収減益 | https://www.nikkei.com/article/DGXZQOTG172AA0X10C25A8000000/ | |
| 2025-08-19 | アドバンテスト、増収増益 | https://www.nikkei.com/article/DGXZQOTG172950X10C25A8000000/ | |
| 2025-08-19 | 三井化学、半導体材料伸び最終増益 | https://www.nikkei.com/article/DGXZQOTG14AXC0U5A810C2000000/ | |
| 2025-08-19 | 日経平均株価、海外勢の先物買いが支え（先読み株式相場） | https://www.nikkei.com/article/DGXZQOFL187KK0Y5A810C2000000/ | |
| 2025-08-19 | トランプ米政権、インテル出資比率10%検討 実現すれば筆頭株主に | https://www.nikkei.com/article/DGXZQOGN18B6Z0Y5A810C2000000/ | |
| 2025-08-19 | 「GDP比5%の需要」争奪戦 熱帯びる欧州、日本も戦闘機で参入 | https://www.nikkei.com/article/DGXZQOUA025BS0S5A700C2000000/ | |
| 2025-08-19 | 日本鋳造の佐竹義宏社長「縮小の鋳造業界、3Dプリンターに活路」 | https://www.nikkei.com/article/DGXZQOUC052W20V00C23A3000000/ | |
| 2025-08-19 | 半導体やレアアース、新興国で事業化支援 経済安保で政府基金 | https://www.nikkei.com/article/DGXZQOUA148O20U5A810C2000000/ | |
| 2025-08-19 | DeepSeek、新AIモデル開発遅れ ファーウェイの半導体が原因か | https://www.nikkei.com/article/DGXZQOGM1488A0U5A810C2000000/ | |
| ダイヤモンドオンライン | |||
| Tom’s Hardware | |||
| 2025-08-18 22:48 | 最新のWindows 11セキュリティパッチが、重い負荷時にSSDを破損させる可能性がある | Latest Windows 11 security patch might be breaking SSDs under heavy workloads | https://www.tomshardware.com/pc-components/ssds/latest-windows-11-security-patch-might-be-breaking-ssds-under-heavy-workloads-users-report-disappearing-drives-following-file-transfers-including-some-that-cannot-be-recovered-after-a-reboot |
| 2025-08-18 21:00 | ソフトバンク、スターゲートAIサーバー構築のためFoxconnのオハイオ工場を買収 | SoftBank acquires Foxconn’s Ohio facility to build Stargate AI servers | https://www.tomshardware.com/tech-industry/artificial-intelligence/softbank-acquires-foxconns-ohio-facility-to-build-stargate-ai-servers-usd375-million-deal-says-foxconn-will-continue-to-operate-the-plant |
| 2025-08-18 21:00 | 中国、Intel Xeon 6P Granite Rapids CPUをセキュリティと監視機能を追加した形で再パッケージ化 | China gets Intel Xeon 6P Granite Rapids CPUs repackaged with added security and surveillance features | https://www.tomshardware.com/pc-components/cpus/china-gets-intel-xeon-6p-granite-rapids-cpus-repackaged-with-added-security-and-tracking-features-jintide-c6p-cpus-with-up-to-86-p-cores |
| 2025-08-18 20:52 | 『エイリアン：アース』を称える熱狂的ファン、完全動作するM314モーショントラッカーのレプリカを製作 | Hardcore fan celebrates Alien: Earth by building a fully-working M314 Motion Tracker replica | https://www.tomshardware.com/maker-stem/microcontrollers-projects/hardcore-fan-celebrates-alien-earth-by-building-a-fully-working-m314-motion-tracker-replica-dreamhat-radar-module-and-raspberry-pi-is-effective-up-to-15-meters-complete-with-sounds-and-a-display |
| 2025-08-18 20:21 | 断片化されたエコシステムと限られた供給：なぜ中国はAI向けNvidiaハードウェアから脱却できないのか | Fragmented ecosystems and limited supply: Why China cannot break free from Nvidia hardware for AI | https://www.tomshardware.com/tech-industry/artificial-intelligence/fragmented-ecosystems-and-limited-supply-why-china-cannot-break-free-from-nvidia-hardware-for-ai |
| TechPowerup | |||
| 2025-08-18T22:03:39+00:00 | Sharkoon VK4 ARGB レビュー | Sharkoon VK4 ARGB Review | https://www.techpowerup.com/review/sharkoon-vk4-argb/ |
| 2025-08-18T21:33:56+00:00 | Colorful、DDR5-6400 RAMを9600 MT/sにオーバークロックしたことを公開 | Colorful Reveals DDR5-6400 RAM Overclocked to 9600 MT/s | https://www.techpowerup.com/340048/colorful-reveals-ddr5-6400-ram-overclocked-to-9600-mt-s |
| 2025-08-18T20:46:54+00:00 | なぜ月額払いを続ける？ Microsoft OfficeとWindows 11 Proをたった46ドルで所有しよう | Why keep paying monthly? Own Microsoft Office and Windows 11 Pro for just $46 | https://www.techpowerup.com/339936/why-keep-paying-monthly-own-microsoft-office-and-windows-11-pro-for-just-usd-46 |
| 2025-08-18T18:30:23+00:00 | NVIDIA、GeForce NOW をRTX 5080、シネマティック・ストリーミング、新しい低遅延技術などでアップデート | NVIDIA Updates GeForce NOW with RTX 5080, Cinematic Streaming, New Low-Latency Tech, and More | https://www.techpowerup.com/340035/nvidia-updates-geforce-now-with-rtx-5080-cinematic-streaming-new-low-latency-tech-and-more |
| 2025-08-18T19:31:27+00:00 | NVIDIA ACE、『The Oversight Bureau』で大きなブレークを迎え、RTX Remixが進化 | NVIDIA ACE Gets its Big Break with “The Oversight Bureau,” RTX Remix Evolves | https://www.techpowerup.com/340046/nvidia-ace-gets-its-big-break-with-the-oversight-bureau-rtx-remix-evolves |
| 2025-08-18T19:30:30+00:00 | NVIDIA、特定のGeForce RTX 50シリーズグラフィックスカードに『Borderlands 4』をバンドル | NVIDIA Bundles “Borderlands 4” with Select GeForce RTX 50-series Graphics Cards | https://www.techpowerup.com/340045/nvidia-bundles-borderlands-4-with-select-geforce-rtx-50-series-graphics-cards |
| 2025-08-18T19:30:28+00:00 | NVIDIA DLSS 4、175以上のゲームタイトルに搭載。新たなグローバルDLSSオーバーライドを発表 | NVIDIA DLSS 4 Now on 175+ Game Titles, Company Announces New Global DLSS Overrides | https://www.techpowerup.com/340044/nvidia-dlss-4-now-on-175-game-titles-company-announces-new-global-dlss-overrides |
| 2025-08-18T19:30:26+00:00 | NVIDIA、Project G-Assistを新しい軽量AIモデルでアップデート、必要VRAMが半減 | NVIDIA Updates Project G-Assist with New Lightweight AI Model, VRAM Requirement Halved | https://www.techpowerup.com/340039/nvidia-updates-project-g-assist-with-new-lightweight-ai-model-vram-requirement-halved |
| 2025-08-18T18:01:51+00:00 | AIトークンファクトリーが新たな計算単位に | AI Token Factory is the New Unit of Computing | https://www.techpowerup.com/340014/ai-token-factory-is-the-new-unit-of-computing |
| 2025-08-18T17:25:15+00:00 | 米国政府、Intelの株式10%を取得へ | U.S. Government to Take a 10% Equity Stake in Intel | https://www.techpowerup.com/340043/u-s-government-to-take-a-10-equity-stake-in-intel |
| 2025-08-18T17:15:47+00:00 | PALIT、NVIDIA GeForce RTX 5060 Infinity 2 OCグラフィックスカードを発表 | PALIT Unveils NVIDIA GeForce RTX 5060 Infinity 2 OC Graphics Card | https://www.techpowerup.com/340042/palit-unveils-nvidia-geforce-rtx-5060-infinity-2-oc-graphics-card |
| 2025-08-18T16:52:52+00:00 | Shuttle、XPC Slim DH810 ベアボーンシリーズを発表 | Shuttle Intros XPC Slim DH810 Barebone Series | https://www.techpowerup.com/340040/shuttle-intros-xpc-slim-dh810-barebone-series |
| 2025-08-18T16:18:12+00:00 | First Descendantの開発者たちが、ストリーマーを模倣するAI広告で非難を浴びる | First Descendant Devs in Hot Water Over AI Ads Impersonating Streamers | https://www.techpowerup.com/340033/first-descendant-devs-in-hot-water-over-ai-ads-impersonating-streamers |
| 2025-08-18T16:17:13+00:00 | Lightmatter、シングルモード光ファイバーで世界初の16波長双方向リンクを実現 | Lightmatter Achieves World-First 16-Wavelength Bidirectional Link on Single-Mode Optical Fiber | https://www.techpowerup.com/340038/lightmatter-achieves-world-first-16-wavelength-bidirectional-link-on-single-mode-optical-fiber |
| 2025-08-18T16:11:46+00:00 | NVIDIA、3nm HBMベースダイ生産を2027年に目指す可能性 | NVIDIA Could Target 2027 for 3nm HBM Base Die Production | https://www.techpowerup.com/340036/nvidia-could-target-2027-for-3nm-hbm-base-die-production |
| 2025-08-18T16:06:23+00:00 | AMD、今後の製品ロードマップを披露するためのファイナンシャルアナリストデーを開催 | AMD to Host Financial Analyst Day to Show Upcoming Product Roadmap | https://www.techpowerup.com/340037/amd-to-host-financial-analyst-day-to-show-upcoming-product-roadmap |
| 2025-08-18T15:13:01+00:00 | Seenda、KUW01 7色バックライト対応有線エルゴノミックキーボードを発売 | Seenda Launches KUW01 7-Color Backlit Wired Ergonomic Keyboard | https://www.techpowerup.com/340034/seenda-launches-kuw01-7-color-backlit-wired-ergonomic-keyboard |
| 2025-08-18T14:33:05+00:00 | Microsoft Windows 11 24H2アップデートがSSD故障を引き起こす可能性 | Microsoft Windows 11 24H2 Update May Cause SSD Failures | https://www.techpowerup.com/340032/microsoft-windows-11-24h2-update-may-cause-ssd-failures |
| 2025-08-18T14:21:49+00:00 | 2025年に230万台のPCゲーム用携帯機が販売される見込み | 2.3 Million PC Gaming Handhelds Expected to be Sold in 2025 | https://www.techpowerup.com/340031/2-3-million-pc-gaming-handhelds-expected-to-be-sold-in-2025 |
| 2025-08-18T13:43:41+00:00 | Raspberry Pi、新しい5インチ版Raspberry Pi Touch Display 2を発表 | Raspberry Pi Announces New 5-inch Variant of Raspberry Pi Touch Display 2 | https://www.techpowerup.com/340030/raspberry-pi-announces-new-5-inch-variant-of-raspberry-pi-touch-display-2 |
| 2025-08-18T11:17:02+00:00 | Lexar、パッシブヒートシンク搭載のEQ790 M.2 2280 NVMe SSDを発売 | Lexar Releases EQ790 M.2 2280 NVMe SSD with Passive Heatsink | https://www.techpowerup.com/340026/lexar-releases-eq790-m-2-2280-nvme-ssd-with-passive-heatsink |
| 2025-08-18T09:15:48+00:00 | Jarnistech、次世代PCB素材の枠を超えるガラス基板ソリューションを発表 | Jarnistech Launches Glass Substrate Solutions, Breaking Through the Boundaries of Next-Generation PCB Materials | https://www.techpowerup.com/340024/jarnistech-launches-glass-substrate-solutions-breaking-through-the-boundaries-of-next-generation-pcb-materials |
| 2025-08-18T08:18:14+00:00 | 今週のゲーム情報（第34週） | This Week in Gaming (Week 34) | https://www.techpowerup.com/339997/this-week-in-gaming-week-34 |
| 2025-08-18T07:25:39+00:00 | Intelの『Bartlett Lake-S』ステッピング、‘Raptor Lake’の第3回ブランド変更として『Bartlett Lake Hybrid』を示唆 | Intel “Bartlett Lake-S” Steppings Suggest Third Rebrand of “Raptor Lake” as “Bartlett Lake Hybrid” | https://www.techpowerup.com/340023/intel-bartlett-lake-s-steppings-suggest-third-rebrand-of-raptor-lake-as-bartlett-lake-hybrid |
| 2025-08-18T05:34:26+00:00 | 新たなIntel『Lunar Lake』Core Ultra 7 254V SKUが登場 | New Intel “Lunar Lake” Core Ultra 7 254V SKU Appears | https://www.techpowerup.com/340022/new-intel-lunar-lake-core-ultra-7-254v-sku-appears |
| EETimes Taiwan | |||
| 2025-08-18 | SkyWater：ウエハファブ買収により、製造能力を継続的に拡大 | SkyWater：將透過收購晶圓廠持續擴充產能 | https://www.eettaiwan.com/20250818nt62-skywater-quadruples-capacity-with-infineon-acquisition/ |
| 2025-08-18 | LEDの明るさ過剰で物議 高輝度車灯は違法か？ | LED過亮惹議 高亮度車燈違法？ | https://www.eettaiwan.com/20250818nt51-headlights-in-massachusetts/ |
| 2025-08-18 | バックドアリスク確認！ 米国、AIチップ貨物に追跡装置を搭載 | 「後門」風險確認！ 美國在AI晶片貨物中安裝追蹤器 | https://www.eettaiwan.com/20250818nt61-us-installs-trackers-in-ai-chip/ |
| 2025-08-18 | 数千台のAIサーバーがネット上にさらされている | 數以千計的AI伺服器正暴露在網路上 | https://www.eettaiwan.com/20250818nt21-ai-server-security/ |
| EETimes Asia | |||
| 2025-08-18 | テスト戦略はチップの進化にどう対応しているのか | How Test Strategies are Keeping Up with Chip Evolution | https://www.eetasia.com/how-test-strategies-are-keeping-up-with-chip-evolution/ |
| 2025-08-18 | xMEMS Labsが台北と深センで第3回年次セミナーシリーズを開催 | xMEMS Labs to Hold 3rd Annual Seminar Series in Taipei and Shenzhen | https://www.eetasia.com/xmems-labs-to-hold-3rd-annual-seminar-series-in-taipei-and-shenzhen/ |
| 2025-08-18 | 2025年上半期、世界のテレビ出荷台数が2%増加 | Global TV Shipments Up 2% in 1H 2025 | https://www.eetasia.com/global-tv-shipments-up-2-in-1h-2025/ |
| 2025-08-18 | Cadenceにより省エネルギーかつ10億ゲート規模のAIチップ設計が実現 | Cadence Enables Energy-efficient, Billion-gate AI Chip Designs | https://www.eetasia.com/cadence-enables-energy-efficient-billion-gate-ai-chip-designs/ |
| EETimes India | |||
| 2025-08-18 | 新たなODMが登場：Rapidise、次世代AI搭載デバイスを狙う | New ODM in Town: Rapidise Targeted at Next-gen AI-powered Devices | https://www.eetindia.co.in/new-odm-in-town-rapidise-targeted-at-next-gen-ai-powered-devices/ |
| ZDNET Korea | |||
| 2025-08-19 | 国家鉄道公団、700億ウォン規模のグリーンボンド発行…ESG経営実践 | 국가철도공단, 700억원 규모 녹색채권 발행…ESG 경영 실천 | https://www.zdnet.co.kr/20250819080211%22%20title=%22 |
| 2025-08-19 | 南極氷床下で発見された微生物、酸素濃度に応じたエネルギー利用…独特の生存方法が「注目」 | 남극 빙하 밑서 발견한 미생물, 산소 농도 따라 에너지원 활용…특이 생존법 “눈길” | https://www.zdnet.co.kr/20250819074625%22%20title=%22 |
| 2025-08-18 | ツウォニ、空軍で物流ロボットの試験運用 | 트위니, 공군서 물류로봇 시범사용 | https://www.zdnet.co.kr/20250818224727%22%20title=%22 |
| 2025-08-18 | 「セキュリティアプリに偽装し情報を抜き取る」…カスペルスキー、トロイの木馬『ルナス파イ』を発見 | “보안 앱 위장 정보 탈취”…카스퍼스키, 트로이목마 ‘루나스파이’ 발견 | https://www.zdnet.co.kr/20250818153507%22%20title=%22 |
| 2025-08-18 | [Q&AI] ビル・ゲイツ、ユークイズに出演…なぜ韓国に来たのか | [Q&AI] 빌 게이츠, 유퀴즈 출연…한국에 왜 왔나 | https://www.zdnet.co.kr/20250818214730%22%20title=%22 |
| 2025-08-18 | カムトス、光復節記念の寄付マラソンキャンペーン『2025 815ラン』を支援 | 컴투스, 광복절 기념 기부 마라톤 캠페인 ‘2025 815런’ 후원 | https://www.zdnet.co.kr/20250818205310%22%20title=%22 |
| 2025-08-18 | LPG充填所もセルフ充填が可能に | LPG 충전소도 셀프 충전 가능해진다 | https://www.zdnet.co.kr/20250818205350%22%20title=%22 |
| 2025-08-18 | ネクソン、『ザ・ファイナルズ・ナショナルリーグ・サーキット2』が終了…TFDチームが最終優勝 | 넥슨, ‘더 파이널스 내셔널 리그 서킷2 막 내려…TFD팀 최종 우승 | https://www.zdnet.co.kr/20250818205032%22%20title=%22 |
| 2025-08-18 | 在庫処分終了…自動車業界、関税発価格の値上げに内心警戒 | 재고털이 끝…車 업계, 관세發 가격 인상 눈치싸움 | https://www.zdnet.co.kr/20250818173013%22%20title=%22 |
| 2025-08-18 | AIによって発見された腸内細菌…自閉症治療の道を開く | AI로 찾아낸 장내 미생물… 자폐증 치료 길 열다 | https://www.zdnet.co.kr/20250818184425%22%20title=%22 |
| 2025-08-18 | [総合] 前半期、韓国中堅・中小SW企業が「成長傾向」…AI・新事業中心の戦略が本格化 | [종합] 상반기 韓 중견·중소 SW 기업 ‘성장세’…AI·신사업 중심 전략 본격화 | https://www.zdnet.co.kr/20250818164203%22%20title=%22 |
| 2025-08-18 | ヨンポン、上半期に営業損失1504億…ソクポ製錬所の操業停止の影響 | 영풍, 상반기 영업손실 1504억…석포제련소 조업정지 타격 | https://www.zdnet.co.kr/20250818174732%22%20title=%22 |
| 2025-08-18 | 国内食品業界、第2四半期の明暗…内需は収益性悪化・輸出は成長を牽引 | 국내 식품업계 2분기 명암…내수는 수익성 악화·수출은 성장 견인 | https://www.zdnet.co.kr/20250818164309%22%20title=%22 |
| 2025-08-18 | スティリアン、ヒュンダイ海上に模擬ハッキングサービスを提供 | 스틸리언, 현대해상에 모의해킹 서비스 제공 | https://www.zdnet.co.kr/20250818173029%22%20title=%22 |
| 2025-08-18 | プランティネット、AIソリューションのおかげで上半期の業績好調…売上は「史上最高」 | 플랜티넷, AI 솔루션 덕에 상반기 실적 날았다…매출 ‘역대 최대’ | https://www.zdnet.co.kr/20250818164941%22%20title=%22 |
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| 中央日報 | |||
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| 2025-08-19 | [イ・ビョンフンのマーケットナウ] 弱肉強食と『結局は正義が報われるリーダーシップ』 | [이병훈의 마켓 나우] 약육강식과 ‘사필귀정 리더십’ | https://www.joongang.co.kr/article/25359889 |
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| 2025-08-19 | チョン・ジュヨン、チョン・モング、チョン・ウィソン、グローバル自動車リーダー家系に選ばれる | 정주영·정몽구·정의선, 글로벌 자동차 리더가문 선정 | https://www.joongang.co.kr/article/25359878 |
| BAIDU | |||
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