TOC
Main News
- TSMC to Bring Forward Production of Leading-Edge Node A16 in Arizona by One Year TSMC expects to bring forward the start of production of the leading-edge node A16 (1.6nm) at its third fab in Arizona to 2027, one year earlier than previously planned, in response to cooperation with the US government and pressure to maintain technology equivalence between the US and Taiwan. This move is expected to accelerate the start of production of the most advanced node A16 (1.6nm) at the third fab in Arizona to 2027, one year earlier than previously planned. This move is accelerating the creation of an advanced semiconductor manufacturing ecosystem in the U.S., and many Taiwanese suppliers are also accelerating their expansion in the U.S.
- TSMC’s 2025 Sales to Surpass $100 Billion TSMC, the world’s largest foundry company, is expected to surpass $100 billion in sales for the full year 2025 for the first time due to surging AI-related demand and its leading-edge technology advantages. This record sales forecast indicates that the increasing demand for high-performance chips, driven by the construction of AI infrastructure, is strongly driving the semiconductor industry as a whole.
- Potential for Massive Layoffs and Shift to AI Strategy After EA’ s $55 Billion Acquisition Electronic Arts’ (EA) $55 billion acquisition deal will cause **massive layoffs** coupled with up to $20 billion in debt as the new owners shift to an AI strategy and become more efficient The possibility has been raised. In particular, developers at BioWare, a prominent game development studio, are reportedly already concerned by news of the acquisition.
- India to Start Domestic Semiconductor Production by the End of this Year, Huge Investment of 2.7 Trillion Yen India is expected to start its long-sought domestic semiconductor production by the end of this year, and plans are already underway to invest a total of 2.7 trillion yen in 10 factories. In addition, Qualcomm is seeking involvement in the chip packaging field, and global companies such as DB HiTek and UST are partnering with local companies to expand their assembly and testing capabilities, accelerating the move to make India a manufacturing base.
- Samsung Begins Mass Production of 2nm GAA Process Exynos 2600 with 50% Yield Samsung has begun mass production of its next-generation chip Exynos 2600 on its 2nm Gate-All-Around (GAA) process as reported. Initial yields on this state-of-the-art process are estimated to have reached **50%**, indicating Samsung’s technological progress in catching up with TSMC, the leader in the foundry market.
- Record Low Inventory Suggests Memory Super Cycle Coming Record low memory inventory levels are currently being reported, suggesting that the semiconductor industry may soon enter a **super cycle**, which is expected to peak around 2027. In response, Kioxia and SanDisk have begun operating a new Fab 2 at their Kitakami facility, with an expected annual NAND demand growth rate of 20%.
- Apple Releases iOS 26.0.1 and Other OS Updates to Fix Critical Underlying Issues Apple has released iOS 26.0.1, iPadOS 26.0.1, and macOS Tahoe 26.0.1 for iPhone, iPad, and Mac, respectively. These critical bug fixes were provided to address underlying underlying issues that impact the user experience, including connectivity issues and camera glitches.
- Crucial Launches High-Speed L PCAMM2 Memory for AI-Enabled Notebooks Crucial has launched its new LPCAMM2 memory for AI-enabled notebooks. The module is expected to deliver high capacity of up to 64GB and record-breaking 8,533 MT/s of high-speed performance, resulting in advanced AI processing capabilities and improved power efficiency, especially in thin notebooks.
- Qualcomm’s Next-Generation Chip Loses to Apple M4 Pro by a Wide Margin in GPU Performance Benchmark results for Qualcomm’s next-generation AI PC processor, Snapdragon X2 Elite Extreme, have been released, and despite its impressive CPU performance, its GPU performance results that lag Apple’s M4 Pro by up to 45%. This once again underscores Apple’s dominance in the high-performance mobile computing market.
- Amazon Announces New Alexa and Devices with Generative AI Amazon has announced a new Alexa with generative AI capabilities and plans to launch related devices. This will strengthen the development of services centered on AI agents that significantly improve the ability to interact with users and perform tasks, but the specific date of availability in Japan is not yet determined at this time.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Sep 30, 07:20 | TSMCの強力な魅力が、台湾のサプライヤーにおける米国進出を加速 | TSMC magnetic pull accelerates US expansion among Taiwanese suppliers | https://www.digitimes.com/news/a20250926PD220/tsmc-supply-chain-expansion-equipment-arizona.html |
| Sep 30, 14:16 | コメンタリー：2000万ドル規模のTSMCテープアウトが、Xiaomiの3nm技術突破をもたらした理由 | Commentary: How a US$20M TSMC tape-out led to Xiaomi’s 3nm breakthrough | https://www.digitimes.com/news/a20250930PD232/xiaomi-soc-3nm-tsmc-2025.html |
| Sep 30, 11:00 | 欧州の半導体関係者がEUチップ法の見直しを要求 | European semiconductor stakeholders call for revised EU Chips Act | https://www.digitimes.com/news/a20250930VL205/eu-chips-act-europe-manufacturing-eu-industrial.html |
| Sep 30, 10:31 | 韓国のRebellions、ArmとSamsungから2億5000万ドルを調達、評価額は14億ドル | South Korea’s Rebellions raises US$250M from Arm and Samsung, valued at US$1.4B | https://www.digitimes.com/news/a20250930VL209/ai-chip-startup-arm-samsung-funding.html |
| Sep 30, 10:10 | 中国以外のサプライチェーンが12インチSiCを先進的パッケージングに展開、一方で中国も利益を享受する可能性がある | Non-China supply chain pushes 12-inch SiC into advanced packaging, but China stands to gain | https://www.digitimes.com/news/a20250930PD210/12-inch-sic-cowos-chips-packaging.html |
| Sep 30, 15:58 | Nvidia CEOジェンセン・ファン、詳細なポッドキャストインタビューでAI業界の動向とNvidiaの戦略ビジョンを明かす | Nvidia CEO Jensen Huang outlines AI industry shifts and Nvidia’s strategic vision in detailed podcast interview | https://www.digitimes.com/news/a20250930PD239/nvidia-jensen-huang-ai-infrastructure-openai.html |
| Sep 30, 15:25 | TSMC、2025年の通年売上高が1000億ドルを突破する見通し | TSMC 2025 full-year revenue set to break US$100 billion | https://www.digitimes.com/news/a20250930PD227/revenue-tsmc-2025-growth-gross-margin.html |
| Sep 30, 15:24 | Allied CircuitとMeiko、AIサーバ向けの多層PCB工場をベトナムで共同建設 | Allied Circuit, Meiko to co-build high-layer PCB plant in Vietnam for AI servers | https://www.digitimes.com/news/a20250930PD222/accl-meiko-pcb-plant-vietnam-ai-server.html |
| Sep 30, 15:17 | DB HiTek、SmartSoCとのパートナーシップを通じてインドでのファウンドリ展開を拡大 | DB HiTek expands foundry presence in India through SmartSoC partnership | https://www.digitimes.com/news/a20250930VL201/partnership-design-growth-manufacturing-electronics.html |
| Sep 30, 15:15 | PCB大手GCE、タイ工場第2期拡張と、ASICサーバ用生産能力の導入を2026年下半期に開始 | PCB giant GCE expands Thailand plant phase 2, ASIC server capacity to start 2H26 | https://www.digitimes.com/news/a20250930PD212/gce-pcb-asic-capacity-plant.html |
| Sep 30, 15:04 | GlobalFoundries、北京に新事務所を設立し、中国市場向け生産の現地化を強化する | GlobalFoundries opens Beijing office, doubles down on localizing production for China market | https://www.digitimes.com/news/a20250930PD243/globalfoundries-beijing-ceo-market-production.html |
| Sep 30, 14:46 | UST、Kaynes Semiconに投資してインドの半導体組立・テスト能力の拡充を図る | UST invests in Kaynes Semicon to expand India’s semiconductor assembly and testing capabilities | https://www.digitimes.com/news/a20250930VL207/semicon-testing-partnership-technology-osat.html |
| Sep 30, 12:19 | 雷軍の10年賭け：なぜXiaomiはチップ自立の険しい道を選んだのか | Lei Jun’s ten-year bet: Why Xiaomi chose hard road to chip independence | https://www.digitimes.com/news/a20250926PD236/xiaomi-ceo-smartphone-chips-soc.html |
| Sep 30, 12:15 | 中国の兆芯、医療分野に進出—6000台以上の病院PCがIntelやAMDに対抗するx86チップを搭載 | China’s Zhaoxin breaks into healthcare: 6,000+ hospital PCs run x86 chips against Intel, AMD | https://www.digitimes.com/news/a20250924VL209/x86-chips-smart-healthcare-shanghai.html |
| Sep 30, 12:03 | Qualcomm、インドのチップパッケージング分野に関与し、現地企業との提携を模索 | Qualcomm engages with India’s chip packaging sector, open to partnerships with local players | https://www.digitimes.com/news/a20250930VL206/qualcomm-packaging-development-capacity-manufacturing.html |
| Sep 30, 11:44 | Innodisk子会社Aetinaと韓国のMobilint、エッジAIの商用化促進に向けたMOUを締結 | Innodisk subsidiary Aetina and South Korea’s Mobilint sign MOU to accelerate edge AI commercialization | https://www.digitimes.com/news/a20250930PD228/aetina-ai-asic-accelerator-mou-innodisk.html |
| wccftech | |||
| 2025-10-01 | Roborockは家庭用ロボット掃除機を作りました。今度はRockMow Z1、RockMow S1、RockNeo Q1が庭の芝刈り用に設計されています。 | Roborock Made Robot Vacuums To Clean Your Home, Now Its RockMow Z1, RockMow S1, And RockNeo Q1 Are Designed To Trim Your Lawns | https://wccftech.com/roborock-rockmow-z1-rockmow-s1-and-rockneo-q1-are-designed-to-cut-lawns/ |
| 2025-10-01 | 本日が、Microsoft RewardsポイントをXbox Game Passサブスクリプションと交換できる最後の日です。 | Today Is The Last Day To Redeem Microsoft Rewards Points For Xbox Game Pass Subscriptions | https://wccftech.com/microsoft-rewards-points-xbox-game-pass/ |
| 2025-10-01 | BioWareの開発者たちは、550億ドル規模のEA買収を受けて懸念を抱いていると報じられています。 | BioWare Devs Are Reportedly Worried After $55 Billion EA Buyout | https://wccftech.com/bioware-devs-reportedly-worried-55-billion-ea-buyout/ |
| 2025-10-01 | Suda51は『Peacemaker』のゲームを作りたいと考えています。 | Suda51 Would Like to Make a Peacemaker Game | https://wccftech.com/suda-51-would-like-to-make-peacemaker-game/ |
| 2025-10-01 | Crucialはノートパソコン向けにLPCAMM2メモリを発売、最大64GBの容量と8533MT/sの速度を実現。 | Crucial Launches LPCAMM2 Memory For Laptops: Bring Up To 64 GB Capacities & Up To 8533 MT/s Speeds | https://wccftech.com/crucial-lpcamm2-memory-laptops-launch-up-to-64-gb-capacities-8533-mtps-speeds/ |
| 2025-10-01 | Hades 2はSteam上の同時接続プレイヤー数がHadesを2倍以上上回っています。 | Hades 2 Has More Than Two-Times The Concurrent Players On Steam Than Hades | https://wccftech.com/hades-2-more-than-two-times-concurrent-players-on-steam-than-hades/ |
| 2025-10-01 | 『Dying Light: The Beast』のホットフィックスパッチは、フレーム生成のスタッタリング解消と、強力すぎるゾンビの掴み行動の軽減に取り組んでいます。 | Dying Light: The Beast Hotfix Patch Addresses Frame Generation Stuttering, Reduces Overpowered Zombies’ Grabbing | https://wccftech.com/dying-light-the-beast-hotfix-patch-addresses-frame-generation-stuttering/ |
| 2025-10-01 | M5 iPad Proは公式発売前にアンボクシングされ、その後のベンチマークでM4に比べ僅かな性能向上が示されました。 | M5 iPad Pro Gets The Unboxing Treatment Before Official Launch, Followed By Benchmarks Showing Nominal Gains Over M4 | https://wccftech.com/m5-ipad-pro-unboxing-and-benchmarks-arrive-before-official-launch/ |
| 2025-10-01 | Battlefield 6 シーズン1は10月28日開始、ロードマップが公開されました。 | Battlefield 6 Season 1 Starts October 28; Roadmap Unveiled | https://wccftech.com/battlefield-6-season-1-starts-october-28-roadmap-unveiled/ |
| 2025-10-01 | World of Warcraft: Midnightは2026年2月に発売されると報じられています。 | World of Warcraft: Midnight Will Reportedly Launch In February 2026 | https://wccftech.com/world-of-warcraft-midnight-to-launch-february-2026/ |
| 2025-10-01 | Fallout: Londonのモッドチームが、Rabbit & Pork DLC、新カスタムローンチャーなどを発表しました。 | Fallout: London Mod Team Reveals Rabbit & Pork DLC, New Custom Launcher, and More | https://wccftech.com/fallout-london-mod-gets-new-rabbit-and-pork-dlc/ |
| 2025-10-01 | 「ソニーはゲーム業界で失敗している」とアナリストが語ります。 | “Sony Is Blowing It In The Games Business,” Says Analyst | https://wccftech.com/sony-is-blowing-it-in-the-games-business-says-analyst-michale-pachter/ |
| 2025-10-01 | AMDは、次世代UDNA/RDNA 5 GPUがDense Geometry Format (DGF)のサポートを通じてレイトレーシングとアニメーションを向上させる仕組みを詳細に説明しました。 | AMD Details How Next-Gen UDNA/RDNA 5 GPUs Could Boost Ray Tracing and Animation With Dense Geometry Format (DGF) Support | https://wccftech.com/amd-details-how-next-gen-udna-gpus-could-boost-ray-tracing-with-dense-geometry-format/ |
| 2025-10-01 | Ghost of Yōteiの初日パッチでは、レイトレーシングやパフォーマンス改善などが導入されました。 | Ghost of Yōtei Day-One Patch Introduces Ray Tracing, Performance Improvements and More | https://wccftech.com/ghost-of-yotei-day-one-patch-ray-tracing-improvements/ |
| 2025-10-01 | iPhone 17 Pro Maxは、より高速なA19 Proと同じRAM搭載にも関わらず、最新の速度テストでGalaxy S25 Ultraに敗れました。 | iPhone 17 Pro Max Loses To The Galaxy S25 Ultra In Latest Speed Test, Despite Featuring The Faster A19 Pro & Same RAM Count | https://wccftech.com/iphone-17-pro-max-vs-galaxy-s25-ultra-speed-test/ |
| 2025-09-30 | Avalanche Studiosは、禁制品プロジェクトの中止を受けリバプール支社を閉鎖し、マルメやストックホルムのチームにもレイオフが及ぶ見込みです。 | Avalanche Studios Closes Liverpool Branch Following Contraband Cancellation, Layoffs to Also Hit Malmö and Stockholm Teams | https://wccftech.com/avalanche-studios-closes-liverpool-branch-contraband-cancellation-layoffs-to-hit-malmo-stockholm-teams/ |
| 2025-09-30 | Snapdragon X2 Elite Extremeは、GPUに特化したベンチマークでM4 Proに太刀打ちできず、AppleのSoCは最大45％速いとされています。 | Snapdragon X2 Elite Extreme Fails To Outclass M4 Pro In GPU-Focused Benchmarks; Apple’s SoC Is Up To A Whopping 45 Percent Faster | https://wccftech.com/m4-pro-beats-snapdragon-x2-elite-extreme-in-synthetic-gpu-benchmarks/ |
| 2025-09-30 | 元TT Gamesの責任者が、ピーターパンのネバーランドを舞台にしたゲームを制作するため新スタジオを設立しました。 | Former TT Games Boss Opens New Studio to Make Games Set in Peter Pan’s Neverland | https://wccftech.com/former-tt-games-boss-opens-new-studio-second-star-games-peter-pan-neverland/ |
| 2025-09-30 | NVIDIAの『DGX Spark』AIミニスーパーコンピュータのカスタムモデルは、10月までに小売向けに提供され、第4四半期から量産が始まる見込みです。 | NVIDIA’s ‘DGX Spark’ AI Mini-Supercomputer Custom Models Are Expected To Be Available for Retail by October; Volume Production to Begin in Q4 | https://wccftech.com/nvidias-dgx-spark-custom-models-are-expected-to-be-available-for-retail-by-october/ |
| 2025-09-30 | Switch 2向けの『Super Mario Galaxy 1 + 2』は、素晴らしい思い出と僅かな改善点を提供します。 | Super Mario Galaxy 1 + 2 on Switch 2 Offer Marvelous Memories and Minimal Improvements | https://wccftech.com/super-mario-galaxy-plus-super-mario-galaxy-2-switch-2-hands-on/ |
| 2025-09-30 | NVIDIAはBattlefield 6向けのGeForce Game Readyドライバーをリリースしました。 | NVIDIA Releases Battlefield 6 GeForce Game Ready Driver | https://wccftech.com/nvidia-releases-battlefield-6-geforce-game-ready-driver/ |
| 2025-09-30 | MAINGEARは、RTX 5090およびRyzen 9950X3D搭載が可能なデュアルループ液冷ゲーミングPC『APEX Force』と『APEX Rush』を発売しました。 | MAINGEAR Launches Dual-Loop Liquid-Cooled Gaming PCs: APEX Force And APEX Rush, Featuring Up To RTX 5090 And Ryzen 9950X3D | https://wccftech.com/maingear-launches-dual-loop-liquid-cooled-gaming-pcs-apex-force-and-apex-rush/ |
| 2025-09-30 | Wangyu Esportsは、カフェで1000FPSの体験を実現するため、より多くのRyzen X3Dプロセッサを採用する予定です。 | Wangyu Esports To Adopt More Ryzen X3D Processors In Its Cafes For 1000 FPS Experience | https://wccftech.com/wangyu-esports-to-adopt-more-ryzen-x3d-processors-in-its-cafes-for-1000-fps-experience/ |
| 2025-09-30 | 新型PlayStation 5 Pro改訂版は、新たなDualSense V3コントローラーと共に発売されるとの噂です。 | New PlayStation 5 Pro Revision Is Rumored to Launch With New DualSense V3 Controller | https://wccftech.com/playstation-5-pro-revision-dualsense-v3/ |
| 2025-09-30 | EAの550億ドル規模の取引は、AI戦略への転換と200億ドルの負債の間で大規模なレイオフを引き起こす可能性があります。 | EA $55 Billion Deal Might Bring Massive Layoffs Between AI Pivot and $20 Billion of Debt | https://wccftech.com/ea-55-billion-deal-might-bring-massive-layoffs-ai-pivot-20-billion-debt/ |
| 2025-09-30 | TSMCは米国で最先端ノードの生産を加速し、A16（1.6nm）が米・台湾間の同等圧力の中で、従来より1年前早く登場する見込みです。 | TSMC Fast-Tracks Production of Cutting-Edge Nodes in The US, With A16 (1.6nm) To Now Debut a Year Earlier Amid US-Taiwan Parity Pressure | https://wccftech.com/tsmc-fast-tracks-production-of-cutting-edge-nodes-in-the-us/ |
| 2025-09-30 | Samsungは、2nm GAAプロセスでのExynos 2600の量産を開始し、歩留まりが50%に達したと報じられています。 | Samsung Has Reportedly Kicked Off Mass Production Of Its Exynos 2600 On Its 2nm GAA Process, With Yields Jumping To 50 Percent | https://wccftech.com/samsung-starts-mass-production-of-exynos-2600/ |
| 2025-09-30 | Resident Evil Requiemの開発者たちは、Nintendo Switch 2でのパフォーマンスの良さに驚いています。 | Resident Evil Requiem Devs Were Surprised at How Well It Runs on the Nintendo Switch 2 | https://wccftech.com/resident-evil-requiem-devs-surprised-how-well-it-runs-switch-2/ |
| 2025-09-30 | YouTuberのGalaxy Ringバッテリーが搭乗直前に指で膨張し始め、搭乗できず立ち往生する事態に。 | YouTuber’s Galaxy Ring Battery Started Swelling On His Finger Just Before Boarding A Flight, Forcing Him To Remain Stranded | https://wccftech.com/youtuber-galaxy-ring-battery-swollen-on-finger-forced-him-to-stranded/ |
| 2025-09-30 | 『Romeo is a Dead Man』―Suda51とのインタビュー。『バック・トゥ・ザ・フューチャー』とFBI番組の融合を語る。 | Romeo is a Dead Man Interview With Suda51 – When Back to the Future and FBI Shows Unite | https://wccftech.com/romeo-is-a-dead-man-interview-with-suda51-when-back-to-the-future-and-fbi-shows-unite/ |
| 2025-09-30 | Battlefield 6は新トレーラーでCall of Dutyに対抗する姿勢を示しています。 | Battlefield 6 Takes A Shot at Call of Duty In New Trailer | https://wccftech.com/battlefield-6-trailer-takes-shot-at-call-of-duty/ |
| 2025-09-30 | Appleは、根本的な問題を修正する重要なバグフィックスを盛り込んだiPadOS 26.0.1、macOS Tahoe 26.0.1、watchOS 26.0.1をリリースしました。 | Apple Releases iPadOS 26.0.1, macOS Tahoe 26.0.1, And watchOS 26.0.1 With Important Bug Fixes For Underlying Issues | https://wccftech.com/apple-releases-ipados-macos-watchos-visionos-tvos-2601-bug-fixes/ |
| 2025-09-30 | Appleは、接続性やカメラの不具合などを大幅に修正したiOS 26.0.1をついにリリースしました。 | Apple Finally Releases iOS 26.0.1 With Major Fixes For Connectivity, Camera Glitches, And More Issues | https://wccftech.com/apple-finally-releases-ios-26-0-1-with-major-fixes-for-connectivity-camera-glitches-and-more-issues/ |
| 2025-09-30 | Hardcore Collectorが、初代AMDおよびNVIDIA GPUから最新モデルまで、30年にわたる進化を辿る究極の『GPUギャラリー』を公開しました。 | Hardcore Collector Unveils the Ultimate ‘GPU Gallery,’ From the First AMD and NVIDIA GPUs to the Latest — Three Decades of Progress | https://wccftech.com/hardcore-collector-presents-the-ultimate-gpu-gallery/ |
| 2025-09-30 | MMOゲーム「Pax Dei」は、10月16日にバージョン1.0をリリースし、Game Passで利用可能になります。 | MMO Game Pax Dei Launches 1.0 on October 16, Will Be Available on Game Pass | https://wccftech.com/mmo-game-pax-dei-launches-october-16-available-game-pass/ |
| 日経 Tech Foresight | |||
| 2025-10-01 | NXPのCEO「各地で半導体製造」 地政学リスクへ布石 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC308D60Q5A930C2000000 | |
| 2025-10-01 | ファーウェイ、AI半導体でNVIDIA対抗 中国が独自進化 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC3080E0Q5A930C2000000 | |
| 2025-10-01 | クアルコムCEO「AIエージェント中心へ」 注目発言5選 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC305L30Q5A930C2000000 | |
| 2025-10-01 | 【特許】ローム、端子の接続性高めたパワーモジュール | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC2903N0Z20C25A9000000 | |
| 2025-09-30 | 日系車に中国半導体ホライズン インド向け初採用 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC257QE0V20C25A9000000 | |
| 2025-09-30 | 「NVIDIAやクアルコムと役割違う」 NXPの車載半導体 | https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC294NX0Z20C25A9000000 | |
| マイナビニュース テックプラス | |||
| 2025-10-01 | 2030年度にシェア1位獲得を目指す、富士フイルムが注力するCMPスラリ | https://news.mynavi.jp/techplus/article/20251001-3501813/ | |
| 2025-09-30 | OISTが「暗い励起子」の直接観測に成功 – バレートロニクスに弾み | https://news.mynavi.jp/techplus/article/20250930-3501938/ | |
| 2025-09-30 | 富士フイルム、先端パッケージングのハイブリッドボンディング向けCMPスラリを発売 | https://news.mynavi.jp/techplus/article/20250930-3501350/ | |
| 2025-09-30 | 米国政府が高度専門技術者向けビザ取得手数料を10万ドルに値上げ、テック企業に影響 | https://news.mynavi.jp/techplus/article/20250930-3501259/ | |
| 2025-09-30 | ソニー、1億画素超×毎秒100枚出力の“業界初”新CIS「IMX927」 | https://news.mynavi.jp/techplus/article/20250930-3498445/ | |
| TrendForce | |||
| 2025-09-30 | キオクシア、北上にFab2稼働開始 年間20％のNAND需要増を見込む | Kioxia Launches Fab2 in Kitakami, Reportedly Expects 20% Annual NAND Demand Growth | https://www.trendforce.com/news/2025/09/30/news-kioxia-launches-fab2-in-kitakami-reportedly-expects-20-annual-nand-demand-growth/ |
| 2025-09-30 | 記録的な低メモリ在庫がスーパーサイクルの到来を示唆 2027年にピーク見込み | Record-Low Memory Stock Could Signal Supercycle Ahead, Likely Peaking by 2027 | https://www.trendforce.com/news/2025/09/30/news-record-low-memory-stock-could-signal-supercycle-ahead-likely-peaking-by-2027/ |
| 2025-09-30 | サムスン、Exynos 2600の量産開始 歩留まりは50％に達すると推定 | Samsung Reportedly Starts Exynos 2600 Mass Production, Yield Estimated to Reach 50% | https://www.trendforce.com/news/2025/09/30/news-samsung-reportedly-starts-exynos-2600-mass-production-yield-estimated-to-reach-50/ |
| 2025-09-30 | TSMC、アリゾナ第三ファブの稼働を2027年に前倒し 2nmおよびA16に注力 | TSMC Reportedly Pulls Arizona Third Fab to 2027, Ahead by One Year, Eyeing 2nm and A16 | https://www.trendforce.com/news/2025/09/30/news-tsmc-reportedly-pulls-arizona-third-fab-to-2027-ahead-by-one-year-eyeing-2nm-and-a16/ |
| 2025-09-30 | Applied MaterialsとGlobalFoundries、戦略的協業を実現 | Applied Materials and GlobalFoundries Achieved Strategic Collaboration | https://www.trendforce.com/news/2025/09/30/news-applied-materials-and-globalfoundries-achieved-strategic-collaboration/ |
| Semiconductor Digest | |||
| 5 hours ago | キオクシアとサンディスク、北上工場におけるFab2の稼働開始を発表 | Kioxia and Sandisk Announce Beginning of Operation of Fab2 at Kitakami Plant | https://www.semiconductor-digest.com/kioxia-and-sandisk-announce-beginning-of-operation-of-fab2-at-kitakami-plant/ |
| 5 hours ago | KAIST、脳のように記憶し反応する半導体ニューロンを開発 | KAIST Develops Semiconductor Neuron That Remembers and Responds Like the Brain | https://www.semiconductor-digest.com/kaist-develops-semiconductor-neuron-that-remembers-and-responds-like-the-brain/ |
| 5 hours ago | PolyUの研究者、早期疾患検出を目指したオンチップバイオセンシングを推進する3Dマイクロプリントセンサーを先駆的に開発 | PolyU Researchers Pioneer 3D Micro-Printed Sensors to Advance On-Chip Biosensing for Early Disease Detection | https://www.semiconductor-digest.com/polyu-researchers-pioneer-3d-micro-printed-sensors-to-advance-on-chip-biosensing-for-early-disease-detection/ |
| 6 hours ago | SEMICON West 2025で、半導体故障解析の新たな革新と薄膜プロセスソリューションへの注目が集まる | New Innovations in Semiconductor Failure Analysis and Growing Momentum for Thin-Film Processing Solutions at SEMICON West 2025 | https://www.semiconductor-digest.com/new-innovations-in-semiconductor-failure-analysis-and-growing-momentum-for-thin-film-processing-solutions-at-semicon-west-2025/ |
| 6 hours ago | SEMICON West 2025において、EVグループがハイブリッドボンディング、リソグラフィ、そして米国半導体国内移転支援を強調 | EV Group Highlights Hybrid Bonding, Lithography, and Support for U.S. Semiconductor Onshoring at SEMICON West 2025 | https://www.semiconductor-digest.com/ev-group-highlights-hybrid-bonding-lithography-and-support-for-u-s-semiconductor-onshoring-at-semicon-west-2025/ |
| 日本経済新聞 | |||
| 2025-10-01 | NYダウ最高値、81ドル高 製薬株上昇・政府閉鎖懸念は重荷 | https://www.nikkei.com/article/DGXZQOFL0101C0R01C25A0000000/ | |
| 2025-10-01 | 米国株、ダウ続伸し81ドル高 最高値更新 製薬株に買い 月間では1.8%高 | https://www.nikkei.com/article/DGXZQOFL30DGX0Q5A930C2000000/ | |
| 2025-10-01 | Amazon、生成AI搭載の新アレクサ 端末発売も日本の利用開始は未定 | https://www.nikkei.com/article/DGXZQOGN30CJ40Q5A930C2000000/ | |
| 2025-10-01 | 米コアウィーブ、メタにAIクラウド2兆円 危ういGPU担保の急拡大 | https://www.nikkei.com/article/DGXZQOGN30D6W0Q5A930C2000000/ | |
| 2025-10-01 | インド悲願の国産半導体、年内にも生産開始 10工場で2.7兆円 | https://www.nikkei.com/article/DGXZQOGM259ZQ0V20C25A9000000/ | |
| 2025-10-01 | 三菱商事、次世代宇宙基地の使用権獲得 構築企業に追加出資 | https://www.nikkei.com/article/DGXZQOUC243OG0U5A720C2000000/ | |
| 2025-10-01 | スズキ、シリーズ方式ハイブリッド車を29年までに量産へ PHEVも計画 | https://www.nikkei.com/article/DGXZQOUC103DR0Q5A910C2000000/ | |
| 2025-10-01 | NVIDIA、AIサーバーの「熱問題」解決済み？ 冷却システム独自開発 | https://www.nikkei.com/article/DGXZQOUC112VN0R10C25A9000000/ | |
| 2025-10-01 | 鹿児島銀行の郡山明久頭取「競争と協調、いいとこどりで成長」 | https://www.nikkei.com/article/DGXZQOJC0522T0V00C25A9000000/ | |
| 2025-10-01 | サウジアラビア投資相「アジアともAI産業で協力」 電力コスト安く | https://www.nikkei.com/article/DGXZQODK24BQE0U5A920C2000000/ | |
| ダイヤモンドオンライン | |||
| 2025年10月1日 | 米国へのスマホ輸出で「中国超え」…それでもインドが「世界の工場」にほど遠いワケ | https://diamond.jp/articles/-/373718 | |
| Tom’s Hardware | |||
| TechPowerup | |||
| 2025-09-30T21:39:43+00:00 | Einarex Prisma S800 レビュー | Einarex Prisma S800 Review | https://www.techpowerup.com/review/einarex-prisma-s800/ |
| 2025-09-30T20:31:33+00:00 | Battlefield 6 無料シーズン1アップデートロードマップで新武器、マップ、ゲームモードが明らかに | Battlefield 6 Free Season 1 Update Roadmap Reveals New Weapons, Maps, and Game Modes | https://www.techpowerup.com/341510/battlefield-6-free-season-1-update-roadmap-reveals-new-weapons-maps-and-game-modes |
| 2025-09-30T18:13:55+00:00 | Snapdragon X2 Elite Extreme ベンチマーク、印象的なCPU性能とやや物足りないGPUを示す | Snapdragon X2 Elite Extreme Benchmarks Highlight Impressive CPU Performance but Underwhelming GPU | https://www.techpowerup.com/341509/snapdragon-x2-elite-extreme-benchmarks-highlight-impressive-cpu-performance-but-underwhelming-gpu |
| 2025-09-30T16:59:50+00:00 | Avalanche Studios、Contrabandキャンセルを受け支社を閉鎖し、正確な数は不明ながら従業員を解雇 | Avalanche Studios Closes Branch and Lays Off Unknown Number of Staff Following Contraband Cancellation | https://www.techpowerup.com/341507/avalanche-studios-closes-branch-and-lays-off-unknown-number-of-staff-following-contraband-cancellation |
| 2025-09-30T16:21:00+00:00 | Pulsar流出情報、新たなX2NゲーミングマウスとDPIボタン搭載の再設計ドングルが示唆される | Pulsar Leak Tips New X2N Gaming Mouse, Redesigned Dongle With DPI Button | https://www.techpowerup.com/341504/pulsar-leak-tips-new-x2n-gaming-mouse-redesigned-dongle-with-dpi-button |
| 2025-09-30T15:38:07+00:00 | Amazon、初のカラースクライブを備えた再設計Kindle Scribeラインナップを発表 | Amazon Unveils Redesigned Kindle Scribe Lineup with First-Ever Color Scribe | https://www.techpowerup.com/341506/amazon-unveils-redesigned-kindle-scribe-lineup-with-first-ever-color-scribe |
| 2025-09-30T15:37:54+00:00 | Texas Instruments、先進パッケージング向けDLP991UUVデジタルミラーデバイスを発表 | Texas Instruments Unveils DLP991UUV Digital Micromirror Device for Advanced Packaging | https://www.techpowerup.com/341505/texas-instruments-unveils-dlp991uuv-digital-micromirror-device-for-advanced-packaging |
| 2025-09-30T15:27:11+00:00 | Dell、新型PowerEdge XR8720tサーバーを発表 | Dell Intros New PowerEdge XR8720t Servers | https://www.techpowerup.com/341503/dell-intros-new-poweredge-xr8720t-servers |
| 2025-09-30T15:13:07+00:00 | GIGABYTE、27インチQHD 280Hz WOLEDゲーミングモニターMO27Q28Gの発売を発表 | GIGABYTE Announces Availability of 27″ QHD 280Hz WOLED Gaming Monitor MO27Q28G | https://www.techpowerup.com/341502/gigabyte-announces-availability-of-27-qhd-280hz-woled-gaming-monitor-mo27q28g |
| 2025-09-30T14:41:01+00:00 | Godbreakers、10月23日よりPCおよびPlayStation 5で配信開始 | Godbreakers Coming to PC & PlayStation 5 on October 23rd | https://www.techpowerup.com/341501/godbreakers-coming-to-pc-playstation-5-on-october-23rd |
| 2025-09-30T14:30:35+00:00 | NVIDIA、GeForce 581.42 WHQL Game Readyドライバーをリリース | NVIDIA Releases GeForce 581.42 WHQL Game Ready Drivers | https://www.techpowerup.com/341499/nvidia-releases-geforce-581-42-whql-game-ready-drivers |
| 2025-09-30T14:19:44+00:00 | Powerbeats Fitを紹介：Beats Fit Proからの進化形 | Meet Powerbeats Fit: The Evolution of Beats Fit Pro | https://www.techpowerup.com/341500/meet-powerbeats-fit-the-evolution-of-beats-fit-pro |
| 2025-09-30T14:15:22+00:00 | SteelSeries、Arctis Nova Elite Hi-Res Audioワイヤレスヘッドセットを発売 | SteelSeries Launches Arctis Nova Elite Hi-Res Audio Wireless Headset | https://www.techpowerup.com/341498/steelseries-launches-arctis-nova-elite-hi-res-audio-wireless-headset |
| 2025-09-30T14:15:09+00:00 | NVIDIA DLSS 4（マルチフレームジェネレーション機能搭載）、Alien: Rogue Incursion、X4: Foundations、FBC: Firebreak – Breakpointに登場 | NVIDIA DLSS 4 With Multi Frame Gen Comes to Alien: Rogue Incursion, X4: Foundations, and FBC: Firebreak – Breakpoint | https://www.techpowerup.com/341497/nvidia-dlss-4-with-multi-frame-gen-comes-to-alien-rogue-incursion-x4-foundations-and-fbc-firebreak-breakpoint |
| 2025-09-30T13:42:47+00:00 | Crucial、AI対応ノートPC向けに記録的な8,533MT/s性能を誇るLPCAMM2メモリを発表 | Crucial Unveils LPCAMM2 Memory with Record 8,533MT/s Performance for AI-Ready Laptops | https://www.techpowerup.com/341496/crucial-unveils-lpcamm2-memory-with-record-8-533mt-s-performance-for-ai-ready-laptops |
| 2025-09-30T13:15:22+00:00 | Corsair、進化型VOID v2 MAXワイヤレスゲーミングヘッドセットを発表 | Corsair Announces Leveled-Up VOID v2 MAX WIRELESS Gaming Headsets | https://www.techpowerup.com/341495/corsair-announces-leveled-up-void-v2-max-wireless-gaming-headsets |
| 2025-09-30T12:59:49+00:00 | AMD Dense Geometry Format (DGF)で将来のGPU向けに視覚的ディテール向上を目指す | AMD Dense Geometry Format (DGF) Aims to Increase Visual Detail with Future GPUs | https://www.techpowerup.com/341494/amd-dense-geometry-format-dgf-aims-to-increase-visual-detail-with-future-gpus |
| 2025-09-30T12:58:38+00:00 | Opera、Opera Neon AI Agenticブラウザをリリース | Opera Ships the Opera Neon AI Agentic Browser | https://www.techpowerup.com/341493/opera-ships-the-opera-neon-ai-agentic-browser |
| 2025-09-30T12:52:31+00:00 | MAINGEAR、新型APEX液体冷却デスクトップゲーミングPC2機種を発売 | MAINGEAR Releases Two New APEX Liquid Cooled Desktop Gaming PCs | https://www.techpowerup.com/341492/maingear-releases-two-new-apex-liquid-cooled-desktop-gaming-pcs |
| 2025-09-30T12:36:24+00:00 | 供給の逼迫と再入荷が2024年のDRAMモジュール収益成長率7%を牽引 | Tight Upstream Supply and Restocking Drive 2024 DRAM Module Revenue Growth of 7% | https://www.techpowerup.com/341491/tight-upstream-supply-and-restocking-drive-2024-dram-module-revenue-growth-of-7 |
| 2025-09-30T10:12:49+00:00 | Thermaltake、GR300レーシングシミュレーターコックピットを発売 | Thermaltake Launches GR300 Racing Simulator Cockpit | https://www.techpowerup.com/341489/thermaltake-launches-gr300-racing-simulator-cockpit |
| 2025-09-30T09:22:45+00:00 | Chieftec、1000W VEGA Mシリーズ電源ユニットを発表 | Chieftec Introduces 1000 W VEGA M Series Power Supply Unit | https://www.techpowerup.com/341488/chieftec-introduces-1000-w-vega-m-series-power-supply-unit |
| 2025-09-30T09:13:50+00:00 | Zhaoxin KH-50000 CPUファミリーは96コア、DDR5、ZPI 5.0を搭載 | Zhaoxin KH-50000 CPU Family Brings 96 Cores, DDR5, and ZPI 5.0 | https://www.techpowerup.com/341487/zhaoxin-kh-50000-cpu-family-brings-96-cores-ddr5-and-zpi-5-0 |
| 2025-09-30T09:00:17+00:00 | LG、クリエイター向けに世界初のThunderbolt 5搭載6Kモニターを発表 | LG Unveils World’s First 6K Monitor With Thunderbolt 5 for Professional Creators | https://www.techpowerup.com/341486/lg-unveils-worlds-first-6k-monitor-with-thunderbolt-5-for-professional-creators |
| 2025-09-30T08:46:13+00:00 | GMKtec、Intel Core i7-1185G7搭載のM2 Pro SミニPCを発売 | GMKtec Launches the M2 Pro S Mini PC With Intel Core i7-1185G7 | https://www.techpowerup.com/341485/gmktec-launches-the-m2-pro-s-mini-pc-with-intel-core-i7-1185g7 |
| 2025-09-30T08:32:47+00:00 | KioxiaとSandisk、北上工場のFab2稼働開始を発表 | Kioxia and Sandisk Announce Beginning of Operation of Fab2 at Kitakami Plant | https://www.techpowerup.com/341484/kioxia-and-sandisk-announce-beginning-of-operation-of-fab2-at-kitakami-plant |
| 2025-09-30T08:04:31+00:00 | Flexxon、内蔵暗号化とデータ隠蔽機能を備えたセキュアメモリーカードX-Mask Proを発売 | Flexxon Launches X-Mask Pro: Secure Memory Card with Built-in Encryption and Data Concealment | https://www.techpowerup.com/341482/flexxon-launches-x-mask-pro-secure-memory-card-with-built-in-encryption-and-data-concealment |
| 2025-09-30T07:58:35+00:00 | ASUS、ExpertCenter P600 AiOを発表 | ASUS Announces ExpertCenter P600 AiO | https://www.techpowerup.com/341481/asus-announces-expertcenter-p600-aio |
| 2025-09-30T07:30:16+00:00 | Logitech、新型MX Master 4を米120ドルで発売 | Logitech Introduces the MX Master 4 for US$120 | https://www.techpowerup.com/341480/logitech-introduces-the-mx-master-4-for-ususd-120 |
| 2025-09-30T06:53:19+00:00 | MSI Project Zero GPU、12V-2×6電源コネクターを内蔵 | MSI Project Zero GPU Hides 12V-2×6 Power Connector | https://www.techpowerup.com/341478/msi-project-zero-gpu-hides-12v-2×6-power-connector |
| EETimes Taiwan | |||
| 2025-09-30 | AI工場が引き起こす世界規模のスーパーコンピューティング相互接続競争 | AI工廠引發全球超級運算互連之爭 | https://www.eettaiwan.com/20250930nt61-ai-factories-fuel-global-battle-over-supercomputing-interconnects/ |
| 2025-09-30 | スピン波：新たな磁性技術がAI演算効率を向上させる | 自旋波：新磁性技術驅動AI運算效能 | https://www.eettaiwan.com/20250930nt51-spin-waves-new-magnetic-tech-makes-ai-more-efficient/ |
| 2025-09-30 | AIが促進する半導体パッケージングおよび製造プロセスの革新 | AI推動半導體封裝與製程革新 | https://www.eettaiwan.com/20250930nt11-ai-driven-semiconductor-packaging-and-process-innovation/ |
| 2025-09-30 | 第2四半期のウエハーファウンドリ売上高が新記録を樹立 | 第二季晶圓代工營收創新高 | https://www.eettaiwan.com/20250930nt21-q2-foundry-revenue/ |
| EETimes Asia | |||
| 2025-09-30 | SynopsysとTSMCが連携し、2Dおよび3D設計ソリューションを実現 | Synopsys and TSMC Partner to Enable 2D, 3D Design Solutions | https://www.eetasia.com/synopsys-and-tsmc-partner-to-enable-2d-3d-design-solutions/ |
| 2025-09-30 | Mouser Electronicsが2025年のベスト・イン・クラス賞受賞者を表彰 | Mouser Electronics Honors 2025 Best-in-Class Award Winners | https://www.eetasia.com/mouser-electronics-honors-2025-best-in-class-award-winners/ |
| 2025-09-30 | JBD、Applied Materials、およびRayNeoが協力してARディスプレイの品質課題に挑む | JBD, Applied Materials, and RayNeo Collaborate to Tackle AR Display Quality Bottlenecks | https://www.eetasia.com/jbd-applied-materials-and-rayneo-collaborate-to-tackle-ar-display-quality-bottlenecks/ |
| 2025-09-30 | 世界のマイクロLED市場、2029年までに4億6100万ドル超えへ | Global Micro LED Market to Top $461M by 2029 | https://www.eetasia.com/global-micro-led-market-to-top-461m-by-2029/ |
| 2025-09-29 | Tescan：発見の芸術を加速する革新 | Tescan: Innovating to Accelerate the Art of Discovery | https://www.eetasia.com/tescan-innovating-to-accelerate-the-art-of-discovery/ |
| 2025-09-29 | CAMTEKの計測技術革新が、チップ製造における先進パッケージングを実現 | CAMTEK Metrology Innovations Target Advanced Packaging in Chip Manufacturing | https://www.eetasia.com/camtek-metrology-innovations-target-advanced-packaging-in-chip-manufacturing/ |
| 2025-09-29 | ASMPTがインテリジェンス革命を推進する方法 | How ASMPT is Empowering the Intelligence Revolution | https://www.eetasia.com/how-asmpt-is-empowering-the-intelligence-revolution/ |
| 2025-09-29 | Tescan、FemtoInnovations買収で能力を強化し、レーザー技術事業部を新設 | Tescan Strengthens Capabilities with FemtoInnovations Acquisition, Launches Laser Technology BU | https://www.eetasia.com/tescan-strengthens-capabilities-with-femtoinnovations-acquisition-launches-laser-technology-bu/ |
| 2025-09-29 | SK keyfoundry、コンデンサ向け多層厚型IMDプロセスを開始 | SK keyfoundry Launches Multi-Level Thick IMD Process for Capacitors | https://www.eetasia.com/sk-keyfoundry-launches-multi-level-thick-imd-process-for-capacitors/ |
| 2025-09-29 | AIインフラのボトルネック解消に挑む | Tackling AI Infrastructure Bottlenecks | https://www.eetasia.com/tackling-ai-infrastructure-bottlenecks/ |
| EETimes India | |||
| 2025-09-29 | Sasken と VicOne がエンドツーエンドの自動車向けサイバーセキュリティソリューションで協力 | Sasken and VicOne Collaborate on End-to-End Automotive Cybersecurity Solutions | https://www.eetindia.co.in/sasken-and-vicone-collaborate-on-end-to-end-automotive-cybersecurity-solutions/ |
| ZDNET Korea | |||
| 2025-10-01 | [インタビュー] LG CNS 「フルスタックAIプラットフォーム『エージェンティックワークス』でグローバル市場攻略」 | [인터뷰] LG CNS “풀스택 AI 플랫폼 ‘에이전틱웍스’로 글로벌 시장 공략” | https://www.zdnet.co.kr/20250930190223%22%20title=%22 |
| 2025-10-01 | 「AIヒューマンから図面自動化まで」…KOSAが選定した21のAI革新企業が一堂に会す | “AI 휴먼에서 도면 자동화까지”…KOSA 선정 21개 AI 혁신 기업 한자리 | https://www.zdnet.co.kr/20250930223924%22%20title=%22 |
| 2025-10-01 | 「秋夕のゴールデンホリデー、シンセレブ百貨店へどうぞ」 | “추석 황금연휴, 신세계백화점으로 오세요” | https://www.zdnet.co.kr/20250930171207%22%20title=%22 |
| 2025-10-01 | KT「最も韓国らしいAIで、最もAIを活用する国家へ」 | KT “가장 한국적인 AI로, 가장 AI 잘 쓰는 국가로” | https://www.zdnet.co.kr/20251001031309%22%20title=%22 |
| 2025-10-01 | KIST-LG、韓国型ヒューマノイド『ケイペクス』を共同開発 | KIST-LG, 한국형 휴머노이드 ‘케이팩스’ 공동 개발 | https://www.zdnet.co.kr/20251001022618%22%20title=%22 |
| 2025-09-30 | Apple Watch、‘無呼吸睡眠アラーム機能’を国内導入 | 애플워치, ‘수면 무호흡 알림 기능’ 국내 도입 | https://www.zdnet.co.kr/20250930235125%22%20title=%22 |
| 2025-09-30 | カデックスコリア、『拡張型ASRS段階的導入戦略』セミナー開催 | 카덱스코리아, ‘확장형 ASRS 단계적 도입 전략’ 세미나 개최 | https://www.zdnet.co.kr/20250930234451%22%20title=%22 |
| 2025-09-30 | ウィプロ、米ガートナーの『エマージング・テック』レポートに掲載 | 위플로, 美가트너 ‘이머징 테크’ 보고서 등재 | https://www.zdnet.co.kr/20250930223146%22%20title=%22 |
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| 中央日報 | |||
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