Semiconductor News 20250915

TOC

Main News

1. Samsung to Start Mass Production of Exynos 2600 Using 2nm GAA Process Samsung plans to start mass production of Exynos 2600 chips using the most advanced 2nm Gate-All-Around (GAA) process technology by the end of September. This will be an important step toward strengthening Samsung’s competitiveness at the forefront of semiconductor manufacturing technology and supplying high-performance chips for next-generation mobile devices.

2. Nvidia presents a new phase of its AI strategy with GB10 and DGX Spark Nvidia has announced GB10 and DGX Spark, signaling that the company has entered a new AI strategy phase beyond the data center. This move is intended to further strengthen the company’s leading position in the AI market and address a wide variety of AI applications, a move that will have a significant impact on the future direction of AI technology.

Apple Plans to Launch 10 Devices in Next Few Months, Including M5 Mac, Vision Pro 2 Apple is reportedly preparing to launch as many as 10 new devices in the next few months, including the M5 chip-based Mac, next-generation iPad Pro, Vision Pro 2, and Home Hub. This massive product launch is expected to be the first of many new products Apple is planning to introduce in the coming months. This massive product launch will underscore Apple’s broad ecosystem strategy and commitment to continued innovation across diverse market segments.

4. China Launches Anti-Dumping Investigation into U.S. Semiconductor Regulations and Analog Chips China is investigating U.S. regulations on semiconductors against China for alleged “discriminatory treatment” and has simultaneously launched an anti-dumping investigation into U.S. analog chips used in PCs and routers. The Jiangsu Semiconductor Association claims that the dumping rate for U.S. analog chips could reach 300%. These are indications that the semiconductor trade friction between the U.S. and China is becoming more serious and will have a significant impact on the international supply chain and technology competition.

5. China’s State-Owned Mother Fund for Semiconductors “Third Phase of the Grand Fund” Fully Commences and Injects Funds into the Chang Triangle The “Third Phase of the Grand Fund,” a state-owned mother fund to support China’s semiconductor industry, has entered its “first year of actual operations” and is expected to soon begin full-scale investment, particularly in the Yangtze River Delta region. This is part of China’s national strategy to strongly promote self-sufficiency and technological independence in the semiconductor sector, which could have a significant impact on the competitive structure of the global semiconductor market.

6. IBM Develops New Technology to Take Advantage of Noise, the Biggest Weakness of Quantum Computers, in Computation IBM has successfully developed a new technology to take advantage of noise, the biggest factor hindering the performance of quantum computers, and use it in the calculation process. This breakthrough has the potential to improve the stability and reliability of quantum computers and solve one of the key issues for their practical application, and is expected to make a significant contribution to the evolution of next-generation computing technology.

7. Apple’s General Manager of Siri and AI Search Development Leaves the Company, Accelerating the Ex odus of Key Talent in the AI Field Apple’s general manager of Siri and AI search development has reportedly left the company, accelerating the exodus of key talent in the AI field. This move may affect Apple’s AI strategy and future product development roadmap, highlighting the intensifying competition for advanced AI technology talent.

8. Verizon’s AI Support Deployment Draws Customer Complaints and Service Challenges Verizon’s introduction of AI support upgrades has drawn criticism from customers as “frustrating bots, inadequate service, and high prices. This is an example of the challenges companies face in implementing AI technology into customer service and the critical importance of not only technical efficiency but also the quality of the customer experience.

9. Intel Loses Ohio Plant Lobbyist and Xeon Architect, Fears Delays Intel has lost key personnel – a key lobbyist driving the construction of its Ohio semiconductor plant and an architect for its flagship server CPU, Xeon – amid ongoing project delays. This exodus of talent has been a major blow to Intel’s business. This talent drain could adversely affect Intel’s manufacturing capacity expansion plans and high-performance processor development, suggesting the severity of the challenges the company faces.

10. NVIDIA Withdraws GeForce RTX 5090 and RTX 5080 Founders Edition from Marketplace NVIDIA has withdrawn its GeForce RTX 5090 and RTX 5080 Founders Edition graphics cards from its marketplace. This move may signal a change in supply strategy or product lineup for these high-end models, and will keep an eye on NVIDIA’s next generation GPUs in the marketplace.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Sep 14, 10:56データセンターを超えて:NvidiaのGB10とDGX SparkがAI戦略の新たな局面を示すBeyond the data center: Nvidia’s GB10 and DGX Spark mark a new phase in its AI strategyhttps://www.digitimes.com/news/a20250912PD217/nvidia-soc-market-2025-gpu.html
Sep 14, 10:54遅延が続く中、Intelは重要なオハイオ州の工場ロビイストとXeonアーキテクトを失うIntel loses key Ohio fab lobbyist and Xeon architect as delays mounthttps://www.digitimes.com/news/a20250912PD239/intel-ceo-xeon-fab-business.html
Sep 14, 10:54Navitas、GaNおよびSiCの推進を消費者向け電子機器からAIデータセンターへ拡大Navitas expands GaN, SiC push from consumer electronics to AI data centershttps://www.digitimes.com/news/a20250912VL202/gan-data-sic-electronics-psmc.html
Sep 14, 10:53スライドからシリコンへ:インドのSuchi Semiconがチップパッケージングで進展を示すFrom slides to silicon: India’s Suchi Semicon shows progress in chip packaginghttps://www.digitimes.com/news/a20250912VL205/semicon-packaging-chips-osat-production.html
Sep 14, 10:52台湾のOtO Photonics、分光器に注力し中国の半導体市場で優位性を獲得Taiwan’s OtO Photonics gains edge in China’s semiconductor market with spectrometer focushttps://www.digitimes.com/news/a20250912VL209/taiwan-market-shenzhen-equipment.html
wccftech
2025-09-15Appleは、より大きなバッテリーを提供することで、実質的にiPhone 17 Proユーザーに賄賂を渡し、世界規模のeSIM普及を促進しているApple Is Basically Bribing iPhone 17 Pro Users With Bigger Batteries To Speed Up Global eSIM Adoptionhttps://wccftech.com/apple-esim-iphone-17-pro-battery-incentive/
2025-09-15Appleがあなたの現地時間でiOS 26をリリースするのはいつかHere’s When Apple Will Release iOS 26 In Your Local Timehttps://wccftech.com/ios-26-release-time-in-your-local-region/
2025-09-15Intel Arc B770はNBD出荷で確認され、ラップトップ向けにも登場する可能性があるIntel Arc B770 Might Come To Laptops As Spotted In NBD Shipmenthttps://wccftech.com/intel-arc-b770-might-come-to-laptops-as-spotted-in-nbd-shipment/
2025-09-15VerizonのAIサポート強化が、苛立たしいボット、不十分なサービス、そして高価格への批判を招いているVerizon’s AI Support Upgrade Sparks Backlash As Customers Slam Frustrating Bots, Poor Service, And Higher Priceshttps://wccftech.com/verizons-ai-support-upgrade-sparks-backlash-as-customers-slam-frustrating-bots-poor-service-and-higher-prices/
2025-09-15噂によれば、Marvelのウルヴァリンは2026年に登場予定で、Venomのゲームはまだ開発中Marvel’s Wolverine on Track for 2026, Venom Game Still in Development – Rumorhttps://wccftech.com/marvels-wolverine-on-track-2026-venom-development/
2025-09-15Appleは、M5 MacやiPad Pro、Vision Pro 2、Home Hubなどを含む10機種のデバイスを今後数か月で発売する準備を進めているApple Gearing Up To Launch 10 Devices In The Coming Months, From M5 Macs And iPad Pro To Vision Pro 2 And Home Hubhttps://wccftech.com/apple-ten-products-coming-months-m5-macs-vision-pro/
2025-09-15Samsung Galaxy S26のリークが、かさばるカメラバンプへの批判を招く一方で、約束された性能向上が痛手を和らげるかもしれないSamsung Galaxy S26 Leak Sparks Backlash Over Bulky Camera Bump, But Promised Performance Gains May Soften The Blowhttps://wccftech.com/samsung-galaxy-s26-leak-sparks-backlash-over-bulky-camera-bump-but-promised-performance-gains-may-soften-the-blow/
2025-09-15報道によれば、Samsungは最先端の2nm GAAプロセスを用い、9月末までにExynos 2600の量産を開始する予定Samsung Reportedly Beginning Exynos 2600 Mass Production By The End Of September On Its Cutting-Edge 2nm GAA Processhttps://wccftech.com/exynos-2600-mass-production-on-2nm-gaa-process-starting-end-of-september/
2025-09-14TSMCの蜂たちが正式に『ファブワーカー』として認定され、台湾施設での環境配慮型改革により素晴らしい成果を上げているTSMC Bees Are Now Officially Certified as ‘Fab Workers,’ Delivering Sweet Honey Yields Driven By Eco-Friendly Changes Within Taiwanese Facilitieshttps://wccftech.com/tsmc-bees-are-now-officially-certified-as-fab-workers-delivering-sweet-honey/
2025-09-14The Order of Giants DLCは、残念ながら多少の期待外れとなっているThe Order of Giants DLC Is Unfortunately a Bit of a Disappointmenthttps://wccftech.com/the-order-of-giants-dlc-is-a-bit-of-a-disappointment/
2025-09-14AMDによれば、Ryzen 9000X3D CPUを使用すれば、いくつかのeスポーツタイトルで1000 FPSが達成可能だというAMD Claims 1000 FPS In Several ESports Titles Is Achievable By Using Ryzen 9000X3D CPUshttps://wccftech.com/amd-claims-1000-fps-in-several-esports-titles-is-achievable-by-using-ryzen-9000x3d-cpus/
2025-09-14Apple自社製のN1ワイヤレスチップは320MHzチャネルをサポートしておらず、これがiPhone 17のWi‑Fi 7速度に与える影響とはApple’s In-House N1 Wireless Chip Does Not Support The 320MHz Channel; Here Is What That Means For The iPhone 17’s Wi-Fi 7 Speedshttps://wccftech.com/apple-n1-wireless-chip-wi-fi-7-limitations-due-to-no-320mhz-channel-support/
2025-09-14Appleは、今年打ち出した戦略に基づき、2026年のiPhone 18ラインアップ向けに3種類のA20チップセットを発売する可能性が高いApple To Likely Launch Three A20 Chipsets For The iPhone 18 Lineup In 2026, A Strategy The Company Initiated This Yearhttps://wccftech.com/apple-launching-three-a20-chipsets-for-iphone-18-in-2026/
2025-09-14いいえ、NVIDIA RTX 50 Founders Edition GPUは生産終了やEOLには至っておらず、全てのFEカードが生産中であるNo, NVIDIA RTX 50 Founders Edition GPUs Have Not Been Discontinued or EOL’d, All FE Cards In Productionhttps://wccftech.com/nvidia-rtx-50-founders-edition-gpus-not-discontinued-or-eol-all-fe-cards-in-production/
2025-09-14Intel Arc Pro B50がNeweggで最も売れているワークステーションGPUとなったIntel Arc Pro B50 Becomes The Number One Best Selling Workstation GPU On Newegghttps://wccftech.com/intel-arc-pro-b50-becomes-the-number-one-best-selling-workstation-gpu-on-newegg/
2025-09-14初のBorderlands 4モッドが、アウトライン、ブルーム、フォグを除去し、報酬、難易度、武器ステータスを調整First Borderlands 4 Mods Remove Outlines/Bloom/Fog, Tweak Rewards, Difficulty and Weapon Statshttps://wccftech.com/first-borderlands-4-mods-remove-outlines-bloom-fog-tweak-rewards/
2025-09-14Intel Arc A750 GPUのサンプルが、16GBメモリ、512ビットバス、そしてデュアル8ピンコネクタ付きで公開されたIntel Arc A750 GPU Sample With 16 GB Memory, 512-bit Bus & Dual 8-Pin Connectors Picturedhttps://wccftech.com/intel-arc-a750-gpu-sample-16-gb-memory-512-bit-bus-dual-8-pin-connectors-pictured/
2025-09-14Apple iPhone 17 Airは、Pro Maxモデルのバッテリー容量のわずか62%しか持たないApple iPhone 17 Air Has Just 62 Percent Of The Battery Capacity Of The Pro Max Versionhttps://wccftech.com/apple-iphone-17-air-has-just-62-percent-of-the-battery-capacity-of-the-pro-max-version/
2025-09-14Borderlands 4のPCパフォーマンスベンチマーク―これまでで最も美しいBorderlandsだが、実行するには最も高いスペックが求められるBorderlands 4 PC Performance Benchmarks: The Best-Looking Borderlands To Date, But Also The Most Demanding To Runhttps://wccftech.com/borderlands-4-pc-performance-benchmarks-best-looking-borderlands-to-date-but-also-the-most-heaviest-to-run/
日経 Tech Foresight
マイナビニュース テックプラス
TrendForce
Semiconductor Digest
日本経済新聞
2025-09-15反Amazon法のフランスに学べ 出版危機の日本、重い「公共財」の覚悟https://www.nikkei.com/article/DGXZQOGR30BHF0Q5A630C2000000/
2025-09-15システム開発のデータセクション石原CEO「GPU調達でAIインフラに」https://www.nikkei.com/article/DGXZQOUC058NC0V00C25A8000000/
2025-09-15海底ケーブルの通信傍受を防止 政府が供給網調査、中国リスク念頭https://www.nikkei.com/article/DGXZQOUA2930Z0Z20C25A8000000/
2025-09-15中国、米国による半導体の対中規制を調査 「差別的扱いの疑い」https://www.nikkei.com/article/DGXZQOGM132N70T10C25A9000000/
2025-09-15「カリフォルニアで製造業復活」米テック富豪ら都市計画、住民当惑https://www.nikkei.com/article/DGXZQOGN1069H0Q5A910C2000000/
2025-09-14カタール投資庁、TOPPANHD傘下のテクセンドに投資へ 80億円https://www.nikkei.com/article/DGXZQOGR12D000S5A910C2000000/
ダイヤモンドオンライン
Tom’s Hardware
2025-09-14 22:50Nvidia、初代独自メモリフォームファクターを新型に切り替えるとの噂Nvidia rumored to ditch its first-gen custom memory form factor for newer versionhttps://www.tomshardware.com/tech-industry/semiconductors/nvidia-rumored-to-ditch-socamm1-for-socamm2
2025-09-14 22:32Cougar、浮遊するデザインのミッドタワーPCケースを発表Cougar introduces ‘floating’ mid-tower PC casehttps://www.tomshardware.com/pc-components/pc-cases/cougar-introduces-floating-mid-tower-pc-case-separates-drives-and-power-supply-from-main-chamber-for-more-efficient-cooling
2025-09-14 22:15今日で69年前、IBMが世界初のHDD、3.75MBのRAMAC 350を発表IBM announced the world’s first HDD, the 3.75MB RAMAC 350 disk storage unit, 69 years ago todayhttps://www.tomshardware.com/pc-components/hdds/ibm-announced-the-worlds-first-hdd-the-3-75mb-ramac-350-disk-storage-unit-69-years-ago-today-unit-weighed-more-than-a-ton-50-platters-ran-at-1-200-rpm
2025-09-14 21:40中国、PCやルーター用の米国製アナログチップに対し反ダンピング調査を開始China launches anti-dumping probe into U.S. analog chips used in PCs and routershttps://www.tomshardware.com/tech-industry/china-launches-anti-dumping-probe-into-us-analog-chips
2025-09-14 21:20ハッカー、キャンパス内のスマート洗濯機に不正侵入Hacker breaks into on-campus smart washing machineshttps://www.tomshardware.com/tech-industry/cyber-security/hacker-breaks-into-on-campus-smart-washing-machines-management-eventually-disables-devices-leaving-thousands-of-students-with-no-reliable-laundry-service
2025-09-14 20:59TSM-Bee?TSMC、ハチミツビジネスに乗り出すTSM-Bee? TSMC gets into the honey businesshttps://www.tomshardware.com/tech-industry/semiconductors/tsm-bee-tsmc-gets-into-the-honey-business-after-working-with-local-beekeepers-to-establish-hives-around-its-fabs
2025-09-14 20:38熱狂的な愛好者がレゴ風ブロックでPC環境全体を構築Enthusiast builds an entire PC setup with Lego-style brickshttps://www.tomshardware.com/desktops/pc-building/enthusiast-builds-entire-pc-setup-with-lego-style-bricks-includes-desktop-terminal-style-oled-monitor-and-keyboard-with-an-iphone-6-powered-desk-clock
2025-09-14 03:11改ざんされたGoogleカレンダーの招待状が、ChatGPTのGmail連携機能を乗っ取りメール漏洩の危険性Compromised Google Calendar invites can hijack ChatGPT’s Gmail connector and leak emailshttps://www.tomshardware.com/tech-industry/cyber-security/researcher-shows-how-comprimised-calendar-invite-can-hijack-chatgpt
2025-09-14 03:10任天堂、30年ぶりにVirtual Boyを復活させSwitchおよびSwitch 2向けに展開Nintendo revives Virtual Boy after 30 years for the Switch and Switch 2https://www.tomshardware.com/video-games/nintendo/nintendo-revives-virtual-boy-after-30-years-for-the-switch-and-switch-2-lets-you-play-3d-nintendo-classics-titles-to-bring-back-the-nostalgia
TechPowerup
2025-09-14T09:13:52+00:00NVIDIA、GeForce RTX 5090およびRTX 5080 Founders Editionを自社マーケットプレイスから取り下げNVIDIA Pulls GeForce RTX 5090 and RTX 5080 Founders Edition from Its Marketplacehttps://www.techpowerup.com/340982/nvidia-pulls-geforce-rtx-5090-and-rtx-5080-founders-edition-from-its-marketplace
2025-09-14T09:59:27+00:00今週のゲーム事情(第38週)This Week in Gaming (Week 38)https://www.techpowerup.com/340984/this-week-in-gaming-week-38
EETimes Taiwan
EETimes Asia
EETimes India
ZDNET Korea
2025-09-14鉄道の遊休地、再生可能エネルギー普及の中核拠点に生まれ変わる철도 유휴부지, 재생에너지 보급 핵심 거점 거듭난다https://www.zdnet.co.kr/20250914232845%22%20title=%22
2025-09-14韓国主導『第三者決済サービス提供機関の情報保護』国際標準を発行한국 주도 ‘제3자 결제서비스제공기관의 정보보호’ 국제표준 발간https://www.zdnet.co.kr/20250914231849%22%20title=%22
2025-09-14FCシールド、パク・ジュホの劇場ゴールで2年連続アイコンマッチ勝利FC 실드, 박주호 극장골로 2년 연속 아이콘매치 승리https://www.zdnet.co.kr/20250914221636%22%20title=%22
2025-09-14改善補完委員会、自治体法規における個人情報侵害要因の改善を推進개보위, 지자체 법규 개인정보 침해요인 개선 추진https://www.zdnet.co.kr/20250914204514%22%20title=%22
2025-09-14[セキュリティ先導企業] テイタムセキュリティ「クラウドセキュリティが最も優れていると自負」[보안 리딩기업] 테이텀시큐리티 “클라우드 보안 가장 잘하는 기업 자부”https://www.zdnet.co.kr/20250914180320%22%20title=%22
2025-09-14‘300%効率’を武器にオ테ック캐리어、次世代ヒートポンプ市場に狙いを定める‘300% 효율’ 앞세운 오텍캐리어, 차세대 히트펌프 시장 정조준https://www.zdnet.co.kr/20250914144832%22%20title=%22
2025-09-14「アイデアがなくてもOK」…オープンAI、AIスタートアップ支援を加速“아이디어가 없어도 OK”…오픈AI, AI 스타트업 지원 가속https://www.zdnet.co.kr/20250914145653%22%20title=%22
2025-09-14LGエレクトロニクス、米国ボルチモア・レイブンズのホームスタジアムにデジタルサイネージを提供LG전자, 美 볼티모어 레이븐스 홈구장에 디지털 사이니지 공급https://www.zdnet.co.kr/20250914142132%22%20title=%22
2025-09-14[ZDブリッピング] 米拘留事態の後、‘米投資’について苦慮…国会が政府に対して質問を行う[ZD브리핑] 美 구금사태 후폭풍 ‘대미투자’ 고심…국회 대정부 질문 진행https://www.zdnet.co.kr/20250914144601%22%20title=%22
2025-09-14IBM、量子コンピュータの最大の弱点『ノイズ』をむしろ計算に活用するIBM, 양자컴퓨터 최대 약점 ‘노이즈’ 오히려 계산에 쓴다https://www.zdnet.co.kr/20250914140546%22%20title=%22
2025-09-14「生活応援クーポンの案内メッセージに『インターネットURLアドレス』が入っているのは100%詐欺」“민생쿠폰 알림 문자에 ‘인터넷 URL 주소’는 100% 사기”https://www.zdnet.co.kr/20250914143738%22%20title=%22
2025-09-14「国内のセキュリティ体制の再整備…AI G3目標レベルとして重要」“국내 보안체계 재정비…AI G3 목표 수준으로 중요”https://www.zdnet.co.kr/20250914143054%22%20title=%22
2025-09-14マーケターが『AIエージェント』の効果を実感するには…「CROとして成長すべき」마케터가 ‘AI 에이전트’ 효과 보려면…”CRO로 성장해야”https://www.zdnet.co.kr/20250914141533%22%20title=%22
2025-09-14ペ・ギョンフン「科学技術・AI対応大臣会議を新設…AIガバナンスの調整」배경훈 “과기·AI 관계장관회의 신설…AI 거버넌스 조율”https://www.zdnet.co.kr/20250914125538%22%20title=%22
2025-09-14アップルのSiri・AI検索の開発総括も退社…主要人材の流出が加速애플 시리·AI 검색 개발 총괄도 퇴사…핵심 인재 이탈 가속https://www.zdnet.co.kr/20250914122408%22%20title=%22
2025-09-14Cloudflare「AI時代におけるセキュリティの要は、小規模かつ精密な攻撃の検出」클라우드플레어 “AI 시대 보안 핵심, 소규모·정밀 공격 탐지”https://www.zdnet.co.kr/20250914114443%22%20title=%22
2025-09-14xAI、500人の解雇と幹部の続出により、リーダーシップの空白が懸念されるxAI, 500명 해고·임원 잇단 퇴사…리더십 공백 우려https://www.zdnet.co.kr/20250914105754%22%20title=%22
2025-09-14水素電気自動車が高価で寿命が短い理由は『これ』…電池触媒原子の移動経路を3次元で追跡に成功수소전기차 비싸고 수명짧은 이유 ‘이것’…전지 촉매 원자 이동 경로 3차원 추적 성공https://www.zdnet.co.kr/20250914112156%22%20title=%22
2025-09-14先月、半導体の輸出額が史上最高を更新した지난달 반도체 수출액 사상 최대치 갈아치웠다https://www.zdnet.co.kr/20250914111631%22%20title=%22
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中央日報
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BAIDU
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