Semiconductor News 20251016

TOC

Main News

  1. Nvidia Poised to Overtake Apple as TSMC’ s Largest Customer in 2025 Nvidia is poised to overtake Apple as TSMC’s largest customer in 2025. The growing demand for AI chips is rapidly reshaping the semiconductor industry.
  2. TSMC to Raise Prices 5-10% for Advanced Nodes, Ending the Era of Cheap Trans istors TSMC will reportedly raise prices 5-10% for advanced nodes, thus ending the era of cheap transistors. This price increase strategy is a move by TSMC to strengthen its leadership in pricing in the semiconductor industry while ensuring stable profit margins as demand for AI chips continues to grow.
  3. Apple Announces M5 Chip and New MacBook Pro, iPad Pro, and Vision Pro with M5 Chip Apple has officially unveiled the M5 chip, which it says represents a major leap forward in AI performance. Also announced were a new 14-inch MacBook Pro with M5 chip, a powerful new iPad Pro, and an improved new Vision Pro. M5 is said to have up to a 10-core CPU, 10-core GPU, and up to 30% more graphics performance and memory bandwidth.
  4. China Mobile to Fully Adopt Domestically Produced AI Chips by 2028 China Mobile has announced plans to fully adopt domestically produced AI chips in its infrastructure by 2028. This comes against the backdrop of China’s strong push for domestic semiconductor equipment and technology development, and is an important strategic commitment to establishing a domestic supply chain in the Chinese market.
  5. Broadcom Enters AI Accelerator Competition with Major Deal with OpenAI Broadcom has entered the AI accelerator market competition in earnest with a major deal with OpenAI. The collaboration with OpenAI is one of several moves by AMD, Broadcom, and others to try to break NVIDIA’s monopoly in the AI hardware space, where Nvidia has the upper hand.
  6. Intel to Launch Crescent Island AI Server GPU in 2026 to Re-Enter AI Market Intel will re-enter the AI market with the launch of its Crescent Island AI server GPU in 2026. Intel is building a new corporate image through its AI and openness strategy.
  7. China’s SiCarrier Subsidiary Launches Domestically Produced EDA Software and 3nm Test Equipment? A subsidiary of China’s SiCarrier announced domestically produced EDA (electronic design automation) software at SEMiBAY 2025. In addition, SiCarrier’s subsidiary is also reported to have introduced China’s first fully independent EDA and 3nm test equipment, an important technological development in the Chinese government’s efforts to promote domestically produced chip equipment.
  8. HBM4 Competition Intensifies: Samsung Refines Strategy with 13 Gbps HBM4e Target As HBM4 (High Bandwidth Memory 4) competition intensifies, Samsung is reportedly refining its strategy with a 13 Gbps HBM4e target. With the growing demand for memory for AI and HPC (High Performance Computing), Samsung aims to take the lead with its high-performance next-generation HBM technology.
  9. NVIDIA’s AI Server Power Consumption Increases 100x, Concerns Over AI’s Growing Energy Demands NVIDIA’s AI server power consumption has reportedly increased a staggering 100x over the past few years, raising concerns about whether the world can meet AI’s growing energy demands. It has also been noted that the data center bubble could cause severe power shortages, and cooling technologies such as Frore’s LiquidJet cold plate are being developed to meet the power demands of future AI GPUs.
  10. Beijing Solidifies Support for Wingtech as Nexperia Faces D ual U.S.-China San ctions As Nexperia, a subsidiary of Wingtech, faces dual sanctions from both the United States and China in an unusual situation, Beijing authorities are solidifying their support for Wingtech. This reflects the intensifying geopolitical friction between the U.S. and China in the semiconductor industry, where Chinese companies face complex regulatory issues in their supply chains.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Oct 15, 12:02独占: アリゾナ州商務局長官、同州は半導体成長の準備ができていると語るExclusive: Arizona Commerce Authority President says state is ready for semiconductor growthhttps://www.digitimes.com/news/a20251015PD213/arizona-semiconductor-industry-expansion-growth-packaging-interview.html
Oct 15, 15:25チャイナモバイル、2028年までに国産AIチップを全面採用へChina Mobile to fully adopt domestic AI chips by 2028https://www.digitimes.com/news/a20251015PD200/china-mobile-chips-2028-capacity-technology.html
Oct 15, 13:06OCP Summit: Arm、オープンチップレットコラボでAIインフラを再定義OCP Summit: Arm redefines AI infrastructure with open chiplet collabhttps://www.digitimes.com/news/a20251015VL208/arm-infrastructure-2025-chiplet-data-center.html
Oct 15, 12:29北京、Nexperiaが米国と中国からの二重制裁に直面する中、Wingtechへの支持を固めるBeijing rallies support for Wingtech as subsidiary Nexperia faces dual sanctions from US and Chinahttps://www.digitimes.com/news/a20251015VL206/nexperia-wingtech-beijing-csia-dutch-security.html
Oct 15, 12:08Nvidia、2025年にTSMC最大の顧客としてAppleを追い抜く見込みNvidia set to overtake Apple as TSMC’s biggest customer in 2025https://www.digitimes.com/news/a20251015PD208/tsmc-apple-nvidia-semiconductor-industry-2025.html
Oct 15, 16:58レアアース規制、Foxconnへの短期的な影響は限定的Rare earth controls have limited short-term impact on Foxconnhttps://www.digitimes.com/news/a20251015PD235/2025-foxconn-technology-young-liu-development.html
Oct 15, 16:56Broadcom、OpenAIとの大型契約でAIアクセラレーター競争に参入Broadcom joins AI accelerator race with major OpenAI dealhttps://www.digitimes.com/news/a20251015PD214/broadcom-openai-nvidia-market-amd.html
Oct 15, 15:28L&T Semiconductor、FoxconnのHYSと提携し、高電圧パワーウェハーを開発L&T Semiconductor partners with Foxconn’s HYS to develop high-voltage power wafershttps://www.digitimes.com/news/a20251015VL202/foxconn-industrial-partnership-wafer-automotive.html
Oct 15, 15:21半導体材料販売業者、AIおよびHPC需要により力強い収益成長を記録Semiconductor material distributors post strong revenue growth from AI and HPC demandhttps://www.digitimes.com/news/a20251015PD220/semiconductors-materials-revenue-hpc-demand.html
Oct 15, 15:13Samsung、世界的なAI設計推進の中でインドでの半導体人材採用を強化Samsung ramps up semiconductor talent hiring in India amid global AI design pushhttps://www.digitimes.com/news/a20251015VL209/samsung-design-talent-2024-development.html
Oct 15, 12:41中国SiCarrierの子会社、SEMiBAY 2025で国産EDAソフトウェアを発表Subsidiary of China’s SiCarrier launches home-grown EDA software at SEMiBAY 2025https://www.digitimes.com/news/a20251015PD229/sicarrier-eda-software-subsidiary-2025.html
Oct 15, 12:33OCP Summit: Intel、AI市場再参入のため2026年にCrescent Island AIサーバーGPUを発売へOCP Summit: Intel to launch Crescent Island AI server GPU in 2026 to re-enter AI markethttps://www.digitimes.com/news/a20251015PD226/intel-gpu-2026-launch-ai-server.html
Oct 15, 11:58SiCarrier、国産チップ装置推進の中でプロセスおよび測定ツールをターゲットにSiCarrier targets process and measurement tools amid push for local chip equipmenthttps://www.digitimes.com/news/a20251015PD219/sicarrier-equipment-shenzhen-testing-manufacturing.html
Oct 15, 11:57TSMC、AIチップ需要の拡大と安定した利益率の中で好調な業績を報告へTSMC set to report strong results amid expanding AI chip demand and stable marginshttps://www.digitimes.com/news/a20251015PD218/tsmc-demand-ai-chip-revenue-earnings.html
Oct 15, 11:34解説: Lip-Bu TanのAIとオープンネス戦略が新しいIntelを再構築するCommentary: Lip-Bu Tan’s AI and openness strategy to reinvent new Intelhttps://www.digitimes.com/news/a20251015PD217/intel-lip-bu-tan-ai-agent-ai-inference-2025.html
Oct 15, 10:22Samsungの回復が韓国半導体サプライチェーン全体に楽観的な見方をもたらすSamsung’s rebound sparks optimism across South Korean semiconductor supply chainhttps://www.digitimes.com/news/a20251015PD212/samsung-semiconductors-performance-revenue-supply-chain-hbm.html
wccftech
2025-10-16仁王3 東京ゲームショウ2025 ハンズオンプレビューとインタビューNioh 3 Tokyo Game Show 2025 Hands-On Preview and Interviewhttps://wccftech.com/nioh-3-tokyo-game-show-2025-hands-on-preview-and-interview/
2025-10-16M5 iPad ProのストレージモデルでRAM仕様が公開、12GBからM4モデル比50%増M5 iPad Pro Storage Models Now Have Visible RAM Specifications, Starting From 12GB, Marking A 50% Increase Compared To M4 Modelshttps://wccftech.com/m5-ipad-pro-ram-configurations-now-visible-to-buyers-12gb-memory-for-base-model/
2025-10-16販売終了したM2 Vision Proは下取り対象外、Appleの長期的なコミットメントに疑問符Discontinued M2 Vision Pro Is Not Eligible For Trade-In, Raising Questions About Apple’s Long-Term Commitmenthttps://wccftech.com/m2-vision-pro-trade-in-exclusion-raises-questions/
2025-10-16Appleのスティーブ・ジョブズが1ドル記念硬貨に登場へApple’s Steve Jobs To Feature On A $1 Commemorative Coinhttps://wccftech.com/apples-steve-jobs-to-feature-on-a-1-commemorative-coin/
2025-10-16新作レポートが「メトロイド ドレッド」と「ブレイズ オブ ファイア」開発元MercurySteamにおける強制的な過重労働を指摘New Report Points to Mandated Crunch at Metroid Dread and Blades of Fire Studio, MercurySteamhttps://wccftech.com/new-report-points-to-mandated-crunch-at-mercurysteam-metroid-dread-blades-of-fire/
2025-10-16IntelのAlder LakeおよびRaptor Lake/Refresh CPUの価格が韓国でも急上昇中Intel’s Alder And Raptor Lake/Refresh CPUs Prices Are Quickly Rising In Korea As Wellhttps://wccftech.com/intel-alder-and-raptor-lake-refresh-cpus-prices-are-quickly-rising-in-korea-as-well/
2025-10-16『ファイナルファンタジーVII リメイク パート3』はプレイヤーに「新たなゲーム体験」を提供するとディレクターが語るFinal Fantasy VII Remake Part 3 Will Offer “A New Gaming Experience” For Players, Says Directorhttps://wccftech.com/final-fantasy-vii-remake-part-3-new-gaming-experience-naoki-hamaguchi/
2025-10-16PowerColorがHellhound REVA RX 9070 XT Editionをリリース、809ドルで販売PowerColor Releases Hellhound REVA RX 9070 XT Edition; Listed For $809https://wccftech.com/powercolor-releases-hellhound-reva-rx-9070-xt-edition/
2025-10-16新たな報道によると、『Battlefield 6』の海戦はすでに開発中New Report Claims Naval Warfare in Battlefield 6 Is Already In Developmenthttps://wccftech.com/battlefield-6-naval-warfare-reportedly-in-development-ea-battlefield-studios/
2025-10-16元BioWare開発陣による『Mass Effect』風SF RPG『EXODUS』、新情報とストアページが公開EXODUS, the Mass Effect-Like Sci-Fi RPG from Ex BioWare Devs, Gets New Info and Store Pageshttps://wccftech.com/exodus-mass-effect-like-sci-fi-rpg-gets-new-info-and-store-pages/
2025-10-16Steam、同時接続プレイヤー数4160万人超の新記録を達成Steam Achieves New Concurrent Player Record at Over 41.6 Million Playershttps://wccftech.com/steam-achieves-new-concurrent-player-record-over-41-million-players/
2025-10-16サプライヤーがApple iPhone 18の複雑なカメラシステムに向けてすでに準備中Suppliers Are Already Gearing Up For Apple iPhone 18’s Complex Camera Systemhttps://wccftech.com/suppliers-are-already-gearing-up-for-apple-iphone-18s-complex-camera-system/
2025-10-16NVIDIAのAIサーバーの消費電力がこの数年で驚異的な100倍増 — 世界はAIの増大するエネルギー需要を満たせるか?NVIDIA’s AI Servers Have Seen a Whopping 100x Rise in Power Consumption Over the Years — Can the World Meet AI’s Growing Energy Needs?https://wccftech.com/nvidia-ai-servers-have-seen-a-whopping-100x-rise-in-power-consumption/
2025-10-16『龍が如く7 光と闇の行方』、『サイレントヒル2 リメイク』などが今月PS Plus Extraに登場Yakuza Like a Dragon, Silent Hill 2 Remake, and More Coming to PS Plus Extra This Monthhttps://wccftech.com/ps-plus-extra-yakuza-like-a-dragon-silent-hill-2-until-dawn-october-2025/
2025-10-16Lenovo、RX 9070 XTとRTX 5060を準備中。おそらくプリビルドPC専用Lenovo Prepares RX 9070 XT And RTX 5060; Likely For Pre-Builts Onlyhttps://wccftech.com/lenovo-prepares-rx-9070-xt-and-rtx-5060/
2025-10-16『1000xResist』が来月PS5、Xbox Series X/Sに登場、Xbox Game Passにも対応1000xResist Arrives on PS5, Xbox Series X/S Next Month, Also Coming to Xbox Game Passhttps://wccftech.com/1000-x-resist-arrives-ps5-xbox-series-x-s-xbox-game-pass-november/
2025-10-16AMD Zen 6は32MB BIOSを搭載する既存のAM5マザーボードのサポートを廃止しないと報じられるAMD Zen 6 Reportedly Won’t Drop Support For Existing AM5 Motherboards With 32 MB BIOShttps://wccftech.com/amd-zen-6-reportedly-wont-drop-support-for-existing-am5-motherboards-with-32-mb-bios/
2025-10-15Apple、新型M5 MacBook Proのパッケージから重要なアクセサリーを静かに削除Apple Quietly Removes A Crucial Accessory From Its New M5 MacBook Pro Packaginghttps://wccftech.com/apple-m5-macbook-pro-no-charger-europe-launch/
2025-10-15NVIDIAの最新Rubin AI GPUが市場の唯一の選択肢である必要はない、とPositron AI CEOが語るNVIDIA’s Latest Rubin AI GPUs Don’t Have To Be The Only Game In Town, Says Positron AI CEOhttps://wccftech.com/nvidias-latest-rubin-ai-gpus-dont-have-to-be-the-only-game-in-town-says-positron-ai-ceo/
2025-10-15M5 MacBook Proが登場、14インチ版はチップセットがアップグレードされ、最大24時間駆動、SSD性能は2倍高速に、価格は据え置きの1,599ドルからM5 MacBook Pro Is Here With The 14-Inch Version Getting The Chipset Upgrade, Up To A 24-Hour Battery Life, 2x Faster SSD Performance, Same $1,599 Starting Pricehttps://wccftech.com/apple-announces-m5-macbook-pro/
2025-10-15無料プレイの「ホラーバース」シューター『Rules of Engagement: The Grey State』が2026年にPCで登場Free-to-Play, ‘Horrorverse’ Shooter Rules of Engagement: The Grey State Arrives on PC in 2026https://wccftech.com/rules-of-engagement-the-grey-state-free-to-play-horrorverse-shooter/
2025-10-15Apple、C1XおよびN1チップ、高速充電、高度なAI性能を搭載したM5 iPad Proを発表Apple Launches M5 iPad Pro With C1X And N1 Chips, Faster Charging, And Advanced AI Performancehttps://wccftech.com/apple-m5-ipad-pro-launch-fast-charging-ai-performance/
2025-10-15Apple、M5チップ、デュアルニットバンド、通常使用で2.5時間駆動の新型Vision Proを発表Apple Unveils New Vision Pro With The M5 Chip, A Dual Knit Band, And 2.5 Hours Of General Use Battery Lifehttps://wccftech.com/apple-unveils-new-vision-pro-with-the-m5-chip-a-dual-knit-band-and-2-5-hours-of-general-use-battery-life/
2025-10-15Apple、最大10コアCPU、10コアGPU、グラフィック性能30%向上、メモリ帯域幅30%増加などを特徴とするM5を正式発表Apple Officially Announces The M5 With Up To A 10-Core CPU, 10-Core GPU, Up To 30% Graphics Performance Bump, 30% Increase In Memory Bandwidth & Morehttps://wccftech.com/apple-m5-announced/
2025-10-15『サイレントヒル2 リメイク』と『Until Dawn (2024)』が今月PS Plus Extraに登場すると報じられるSilent Hill 2 Remake and Until Dawn (2024) Reportedly Coming to PS Plus Extra This Monthhttps://wccftech.com/silent-hill-2-remake-until-dawn-ps-plus-extra-october-2025/
2025-10-15Apple iPhone 17 Proのグローバル平均出荷日数は現在13日、Pro Maxは20日Global Average Ship Times Currently Stand At 13 Days For Apple iPhone 17 Pro, And 20 Days For Pro Maxhttps://wccftech.com/global-average-ship-times-currently-stand-at-13-days-for-apple-iphone-17-pro-and-20-days-for-pro-max/
2025-10-15ASUS ROG Xbox Ally X レビュー – これがXbox?ASUS ROG Xbox Ally X Review – This Is an Xbox?https://wccftech.com/review/asus-rog-xbox-ally-x-this-is-an-xbox/
2025-10-15ASUSがROG Xbox AllyとROG Xbox Ally Xについて語る – 「これが我々の進むべき道だ」ASUS Talks ROG Xbox Ally and ROG Xbox Ally X – “This Is The Way Forward For Us”https://wccftech.com/asus-talks-rog-xbox-ally-and-rog-xbox-ally-x-this-is-the-way-forward-for-us/
2025-10-15Apple、iPhone 18に可変絞り技術を導入すると報じられるが、予想通り全モデルには搭載されないApple Reportedly Bringing Variable Aperture Technology To The iPhone 18, But As Expected, Not Every Model Will Get This Featurehttps://wccftech.com/apple-bringing-variable-aperture-technology-to-the-iphone-18-not-every-model-will-feature-it/
2025-10-15Appleは2024年にTSMCの最大の顧客で収益の24%を占めたが、2025年にはHPCオーダー増加によりその座を失う可能性Apple Was TSMC’s Biggest Customer In 2024, Accounting For 24% Of Revenue, But It Might Lose That Position Due To Increased HPC Orders In 2025https://wccftech.com/apple-might-not-be-biggest-tsmc-customer-in-2025/
2025-10-15『ファイナルファンタジータクティクス – イヴァリース・クロニクル』の開発者が『獅子戦争』コンテンツに関与していた可能性、新発見が示唆Final Fantasy Tactics – The Ivalice Chronicles Devs May Have Worked on War of the Lions Content, New Discovery Suggestshttps://wccftech.com/final-fantasy-tactics-the-ivalice-chronicles-war-of-the-lions-content/
2025-10-15アナリストによると、『Battlefield 6』は「大ヒット」で、すでに650万本以上を販売Battlefield 6 Is a ‘Smash Hit’ with More Than 6.5 Million Units Already Sold, Says Analysthttps://wccftech.com/battlefield-6-smash-hit-more-6-5-million-units-sold/
2025-10-15『Halo: Combat Evolved リメイク』がダッシュ機能付きの完全リメイクになると噂されるHalo: Combat Evolved Remake Rumored to Get Full Remake Treatment with Sprintinghttps://wccftech.com/halo-combat-evolved-rumored-full-remake-treatment-sprinting/
2025-10-15一部のiPhone 17 Pro Maxユニットで酸化の苦情が表面化し、コズミックオレンジからローズゴールドに色褪せる現象が発生Some iPhone 17 Pro Max Units Are Fading From Cosmic Orange To Rose Gold As Oxidation Complaints Surfacehttps://wccftech.com/iphone-17-pro-max-color-fading-oxidation-rose-gold/
2025-10-15Appleのホームハブは350ドルになる可能性、その成功は価格よりもパーソナライズされたSiri統合にかかっているかApple’s Home Hub Could Cost $350, With Its Success Likely Depending On Personalized Siri Integration Rather Than Pricehttps://wccftech.com/apple-2026-smart-home-hub-price-siri-integration/
日経 Tech Foresight
2025-10-15都立大など、巨大抵抗変化の酸化物薄膜 メモリー向けhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC140ES0U5A011C2000000
2025-10-15光電融合、製品化ラッシュ 国内素材は連携で商機つかむhttps://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC1406W0U5A011C2000000
マイナビニュース テックプラス
2025-10-15東京エレクトロン九州が熊本県で建設を進めていた新開発棟が竣工https://news.mynavi.jp/techplus/article/20251015-3552645/
2025-10-15ams OSRAM、高出力プロジェクター向け高出力マルチダイレーザーパッケージを発表https://news.mynavi.jp/techplus/article/20251015-3552562/
2025-10-15韓国と台湾で後をたたない半導体製造技術の秘密漏洩、台湾では7~8件の捜査が進行中https://news.mynavi.jp/techplus/article/20251015-3552458/
2025-10-15Intel、AI推論に最適化されたデータセンターGPU「Crescent Island」を発表https://news.mynavi.jp/techplus/article/20251015-3551982/
2025-10-15ルネサス、NVIDIA提唱の800V直流AIデータセンター向けGaN電源ソリューションを発表https://news.mynavi.jp/techplus/article/20251015-3551925/
2025-10-15三菱電機と台湾ITRI、メガワット級電力変換システム実証実験で技術提携https://news.mynavi.jp/techplus/article/20251015-3551454/
2025-10-15吉川明日論の半導体放談 第353回 OpenAIとの協業でNVIDIAの独占に風穴を開けるAMDhttps://news.mynavi.jp/techplus/article/semicon-353/
TrendForce
2025-10-15ASML、2026年の中国売上高が大幅減と予測も、総売上は2025年を下回らない見通しASML Sees Sharp 2026 China Sales Drop but Says Total Revenue Won’t Fall Below 2025https://www.trendforce.com/news/2025/10/15/news-asml-sees-sharp-2026-china-sales-drop-but-says-total-revenue-wont-fall-below-2025/
2025-10-15HBM4競争が激化:サムスン、13Gbps HBM4eを目標、戦略を刷新かHBM4 Race Heats Up: Samsung Targets 13 Gbps HBM4e, Reportedly Revamping Strategyhttps://www.trendforce.com/news/2025/10/15/news-hbm4-race-heats-up-samsung-targets-13%e2%80%afgbps-hbm4e-reportedly-revamping-strategy/
2025-10-15SiCarrier子会社、中国初の完全独立EDAと3nmテスト装置を発表かSiCarrier Subsidiaries Reportedly Launch China’s Fully Independent EDA, 3nm Test Equipmenthttps://www.trendforce.com/news/2025/10/15/news-sicarrier-subsidiaries-reportedly-launch-chinas-fully-independent-eda-3nm-test-equipment/
2025-10-15[インサイト] メモリスポット価格更新:主流DDR4が7%急騰、DRAMモジュール販売業者は大半が見積もりを停止[Insights] Memory Spot Price Update: DRAM Module Sellers Mostly Halt Quotes as Mainstream DDR4 Soars 7%https://www.trendforce.com/news/2025/10/15/insights-memory-spot-price-update-dram-module-sellers-mostly-halt-quotes-as-mainstream-ddr4-soars-7-21/
2025-10-15Intel、Crescent IslandでAIチップの取り組みを再開、2026年下半期にサンプル出荷開始へ。年間GPU出荷を目指すかIntel Renews AI Chip Push with Crescent Island, 2H26 Sampling; Reportedly Targeting Annual GPUshttps://www.trendforce.com/news/2025/10/15/news-intel-renews-ai-chip-push-with-crescent-island-2h26-sampling-reportedly-targeting-annual-gpus/
Semiconductor Digest
3 hours agoVertical SemiconductorがAIチップとデータセンター向け電力の次世代波を提供するべく1100万ドルを調達Vertical Semiconductor Raises $11 Million to Deliver the Next Wave of Power for AI Chips and Data Centershttps://www.semiconductor-digest.com/vertical-semiconductor-raises-11-million-to-deliver-the-next-wave-of-power-for-ai-chips-and-data-centers/
3 hours agoServomex、新たなグローバル製品担当シニアマネージャーを任命Servomex Appoints New Senior Global Product Managerhttps://www.semiconductor-digest.com/servomex-appoints-new-senior-global-product-manager/
3 hours agoGlobalFoundries、Infineon、Silicon Box、STATS ChipPAC、TIER IVがimecの車載チップレットプログラムに参加GlobalFoundries, Infineon, Silicon Box, STATS ChipPAC, TIER IV Join imec Automotive Chiplet Programhttps://www.semiconductor-digest.com/globalfoundries-infineon-silicon-box-stats-chippac-tier-iv-join-imec-automotive-chiplet-program/
3 hours agoxMEMS、ベテランASICリーダーのチェスター・ファン博士を最高技術責任者に任命xMEMS Appoints Veteran ASIC Leader Dr. Chester Hwang as Chief Technology Officerhttps://www.semiconductor-digest.com/xmems-appoints-veteran-asic-leader-dr-chester-hwang-as-chief-technology-officer/
3 hours agoINFICON、ジョン・ベンケ氏のSEMIスマートマニュファクチャリング・グローバルエグゼクティブ委員会共同議長就任を発表INFICON Announces Appointment of John Behnke as Co-Chair of SEMI Smart Manufacturing Global Executive Committeehttps://www.semiconductor-digest.com/inficon-announces-appointment-of-john-behnke-as-co-chair-of-semi-smart-manufacturing-global-executive-committee/
日本経済新聞
2025-10-16AI投資が世界貿易けん引 驚きの上方修正、トランプ関税の救世主https://www.nikkei.com/article/DGXZQOCB08C6N0Y5A001C2000000/
2025-10-16NYダウ、反落し17ドル安 米中関係巡る懸念が重荷https://www.nikkei.com/article/DGXZQOFL1600S0W5A011C2000000/
2025-10-16Microsoft、Xboxの携帯型「Ally」発売 ソニーGと任天堂に対抗https://www.nikkei.com/article/DGXZQOGN159IX0V11C25A0000000/
2025-10-16米国株、ダウ反落し17ドル安 米中関係巡る懸念が重荷 ナスダックは反発https://www.nikkei.com/article/DGXZQOFL15CO20V11C25A0000000/
2025-10-16米国株、ダウ反落 米中摩擦懸念が重荷https://www.nikkei.com/article/DGXZQOFL15CO30V11C25A0000000/
2025-10-16アーム日本法人・横山崇幸社長「車載半導体、データセンター並性能に」https://www.nikkei.com/article/DGXZQOUC01AFU0R01C25A0000000/
2025-10-16「今は広島マイクロン」 九州の台湾企業、TSMC着工見極めhttps://www.nikkei.com/article/DGXZQOJC177CH0X10C25A9000000/
2025-10-16GMOインターネット伊藤正社長「AI向けクラウド事業、収益の柱に」https://www.nikkei.com/article/DGXZQOUC295KI0Z20C25A8000000/
2025-10-16人工衛星の開発に挑む高専人材 「粗削りでもポジティブ」https://www.nikkei.com/article/DGXZQOUC303V40Q5A930C2000000/
2025-10-16AI支える黒子集結 TDK「じゃんけん必勝」、村田製作所はにおい検出https://www.nikkei.com/article/DGXZQOUC142NU0U5A011C2000000/
ダイヤモンドオンライン
Oct 15 20:35ブロードコムのオープンAIへの賭け、高リスクな理由https://diamond.jp/articles/-/374920
Oct 15 19:50高市政権「成立確度」と株価の行方は?米中摩擦再燃下の年末反発シナリオの検証と主要カタリストhttps://diamond.jp/articles/-/374871
Oct 14 20:45マスク氏がAI追い上げ、メンフィスで数十億ドルの賭けhttps://diamond.jp/articles/-/374833
Oct 14 19:50米中「貿易戦争再開」か「ビッグディール」か、新政権誕生前に早くも“外交大波”https://diamond.jp/articles/-/374827
Oct 13 21:00身勝手すぎないか?トランプ大統領がTikTok規制法を覆した「まさかの理由」https://diamond.jp/articles/-/374652
Oct 13 19:55データセンターバブルは「深刻な電力不足」を引き起こすか?将来的な電力需要への対処方針と政府の役割を、専門家が独自分析を基に提言https://diamond.jp/articles/-/374271
Tom’s Hardware
2025-10-15 22:06スペースXが巨大な新型V3スターリンク衛星を公開SpaceX shows off massive new V3 Starlink satelliteshttps://www.tomshardware.com/service-providers/network-providers/spacex-shows-off-massive-new-v3-starlink-satellites-expanded-technology-will-deliver-gigabit-internet-to-customers-for-the-first-time-and-enable-60-tera-bits-per-second-downlink-capacity
2025-10-15 21:56MSI、中国で不正GPUが大量発見された後、RTX 5090の中国販売を強く否定MSI fervently denies RTX 5090 sales in China after pallets of illicit GPUs spotted in the countryhttps://www.tomshardware.com/pc-components/gpus/msi-fervently-denies-rtx-5090-sales-in-china-after-pallets-of-illicit-gpus-spotted-in-the-country-company-says-it-has-identified-unauthorized-distribution-unrelated-to-our-sales-policy
2025-10-15 21:44時価総額20兆ドル相当のS&P 500企業が中~高レベルのAIエクスポージャーを持つS&P 500 companies totalling $20 trillion in market cap have medium-to-high AI exposurehttps://www.tomshardware.com/tech-industry/s-and-p-500-companies-totalling-usd20-trillion-in-market-cap-have-medium-to-high-ai-exposure-concerns-of-an-impending-bubble-collapse-extend-to-almost-half-of-the-index
2025-10-15 20:06コモドール、Windows 10サポート終了を巡りマイクロソフトを批判、不満を持つユーザーをLinuxベースOS「Vision 3.0」に誘い込むCommodore needles Microsoft over end of Windows 10, tries to lure disgruntled users to its Linux-based OS Vision 3.0https://www.tomshardware.com/software/operating-systems/commodore-needles-microsoft-over-end-of-windows-10-tries-to-lure-disgruntled-users-to-its-linux-based-os-vision-3-0-microsoft-may-be-leaving-you-behind-we-wont
2025-10-15 18:43Froreの新型LiquidJetコールドプレート、将来のAI GPUの増大する電力要求に対応可能Frore’s new LiquidJet coldplates are equipped to handle the spiralling power demands of future AI GPUshttps://www.tomshardware.com/pc-components/liquid-cooling/frores-new-liquidjet-coldplates-are-equipped-to-handle-the-spiralling-power-demands-of-future-ai-gpus-built-to-handle-up-to-4-4kw-tdps-solution-could-be-deployed-in-power-hungry-feynman-data-centers
TechPowerup
2025-10-15T18:10:06+00:00Samsung Odyssey OLED G6 G60SD レビュー – マットなひねりSamsung Odyssey OLED G6 G60SD Review – A Matte Twisthttps://www.techpowerup.com/review/samsung-odyssey-oled-g6-g60sd/
2025-10-15T17:57:27+00:00Razer、Kiyo V2およびKiyo V2 Xウェブカメラを発表Razer Launches Kiyo V2 and Kiyo V2 X Webcamshttps://www.techpowerup.com/341939/razer-launches-kiyo-v2-and-kiyo-v2-x-webcams
2025-10-15T17:42:32+00:00GoDeal24 2025年秋セール:本物ソフトウェアのお得な情報でITを温めようGoDeal24 Autumn 2025 Sale: Warm Up Your IT With Sizzling Deals on Genuine Softwarehttps://www.techpowerup.com/341822/godeal24-autumn-2025-sale-warm-up-your-it-with-sizzling-deals-on-genuine-software
2025-10-15T17:27:36+00:00Intel Core Ultra X9 388H「Panther Lake」iGPU、「Lunar Lake」から33%性能向上Intel Core Ultra X9 388H “Panther Lake” iGPU Scores 33% Increase Over “Lunar Lake”https://www.techpowerup.com/341937/intel-core-ultra-x9-388h-panther-lake-igpu-scores-33-increase-over-lunar-lake
2025-10-15T16:45:07+00:00GIGABYTE、GAMING A16 PROおよびGAMING A18ノートPCの発売を発表GIGABYTE Announces Availability of GAMING A16 PRO and GAMING A18 Laptopshttps://www.techpowerup.com/341935/gigabyte-announces-availability-of-gaming-a16-pro-and-gaming-a18-laptops
2025-10-15T15:07:26+00:00Synaptics、次世代のAstraマルチモーダルGenAIエッジプロセッサを発表Synaptics Launches the Next Generation of Astra Multimodal GenAI Edge Processorshttps://www.techpowerup.com/341933/synaptics-launches-the-next-generation-of-astra-multimodal-genai-edge-processors
2025-10-15T13:54:51+00:00Apple、M5チップ搭載の新しい14インチMacBook Proを発表Apple Unveils New 14‑Inch MacBook Pro Powered by the M5 Chiphttps://www.techpowerup.com/341927/apple-unveils-new-14-inch-macbook-pro-powered-by-the-m5-chip
2025-10-15T13:54:08+00:00Stack Social、正規版Office 2021を40ドル以下で提供Stack Social Brings Genuine Office 2021 at Under $40https://www.techpowerup.com/341826/stack-social-brings-genuine-office-2021-at-under-usd-40
2025-10-15T13:53:25+00:00Apple Vision Pro、新しいM5チップと快適なデュアルニットバンドでアップグレードApple Vision Pro Upgraded With the New M5 Chip and Comfortable Dual Knit Bandhttps://www.techpowerup.com/341931/apple-vision-pro-upgraded-with-the-new-m5-chip-and-comfortable-dual-knit-band
2025-10-15T13:48:57+00:00Apple、M5を発表、Apple SiliconのAI性能における次なる大きな飛躍Apple Unleashes M5, the Next Big Leap in AI Performance for Apple Siliconhttps://www.techpowerup.com/341930/apple-unleashes-m5-the-next-big-leap-in-ai-performance-for-apple-silicon
2025-10-15T13:45:02+00:00Apple、M5チップ搭載のパワフルな新型iPad Proを発表Apple Introduces the Powerful New iPad Pro with the M5 Chiphttps://www.techpowerup.com/341929/apple-introduces-the-powerful-new-ipad-pro-with-the-m5-chip
2025-10-15T13:42:52+00:00MediaTekと共同設計されたNVIDIA GB10スーパーチップがDGX Sparkに搭載NVIDIA GB10 Superchip Powering DGX Spark Codesigned by MediaTekhttps://www.techpowerup.com/341928/nvidia-gb10-superchip-powering-dgx-spark-codesigned-by-mediatek
2025-10-15T13:38:38+00:00Turtle Beach、Vulcan II TKLゲーミングキーボードとBurst II Proマウスを発表Turtle Beach Unveils Vulcan II TKL Gaming Keyboard and Burst II Pro Mousehttps://www.techpowerup.com/341926/turtle-beach-unveils-vulcan-ii-tkl-gaming-keyboard-and-burst-ii-pro-mouse
2025-10-15T13:00:44+00:00Schenker、XMG FUSION 15パフォーマンスノートPCを発売Schenker Launches XMG FUSION 15 Performance Laptophttps://www.techpowerup.com/341876/schenker-launches-xmg-fusion-15-performance-laptop
2025-10-15T12:30:59+00:00D-Link、5G/4Gモバイルアクセスシリーズを拡充D-Link Expands Its 5G/4G Mobile Access Serieshttps://www.techpowerup.com/341925/d-link-expands-its-5g-4g-mobile-access-series
2025-10-15T11:29:24+00:00Samsung、13 Gbps HBM4eを目標に、第3四半期営業利益85億ドルを計上Samsung Targets 13 Gbps HBM4e, Posts $8.5 Billion Q3 Operating Profithttps://www.techpowerup.com/341923/samsung-targets-13-gbps-hbm4e-posts-usd-8-5-billion-q3-operating-profit
2025-10-15T09:26:41+00:00UGREEN、新DHシリーズNASで誰もが簡単に安全なローカルストレージを利用可能にUGREEN Makes Secure Local Storage Easy for Everyone with New DH Series NAShttps://www.techpowerup.com/341920/ugreen-makes-secure-local-storage-easy-for-everyone-with-new-dh-series-nas
2025-10-15T09:06:30+00:00Chieftec、UNIシリーズ BE-10W-300 PCケースをリリースChieftec Releases UNI Series BE-10W-300 PC Casehttps://www.techpowerup.com/341919/chieftec-releases-uni-series-be-10w-300-pc-case
2025-10-15T08:35:12+00:00Apacer、CoreEnergyテクノロジー採用の完全鉛フリーSSD「PV250-M280」を発表Apacer Intros PV250-M280 Fully Lead-free SSD with CoreEnergy Technologyhttps://www.techpowerup.com/341918/apacer-intros-pv250-m280-fully-lead-free-ssd-with-coreenergy-technology
2025-10-15T08:17:16+00:00MSIが声明:GeForce RTX 5090は中国で公式販売されておらず、非正規ユニットは並行輸入品と断定MSI Clarifies: GeForce RTX 5090 is Not Officially Sold in China; Non-Authorized Units Identified as Parallel Importshttps://www.techpowerup.com/341917/msi-clarifies-geforce-rtx-5090-is-not-officially-sold-in-china-non-authorized-units-identified-as-parallel-imports
2025-10-15T08:15:40+00:00ASUS、グッドデザイン賞2025で15の栄誉を獲得ASUS Earns 15 Honors at Good Design Awards 2025https://www.techpowerup.com/341916/asus-earns-15-honors-at-good-design-awards-2025
2025-10-15T08:15:40+00:00BenQ、Macユーザーおよびクリエイティブプロフェッショナル向け新モニターを発売BenQ Launches New Monitors for Mac Users and Creative Professionalshttps://www.techpowerup.com/341915/benq-launches-new-monitors-for-mac-users-and-creative-professionals
2025-10-15T08:11:28+00:00Silicon Boxが1億ユニットを出荷、先進的なパネルレベルパッケージングがAI、HPC時代に対応可能であることを証明Silicon Box Ships 100M Units, Proves Advanced Panel-Level Packaging Ready for AI, HPC erahttps://www.techpowerup.com/341914/silicon-box-ships-100m-units-proves-advanced-panel-level-packaging-ready-for-ai-hpc-era
2025-10-15T08:09:31+00:00Asetek、既存顧客とハイエンド液冷製品供給に関する主要契約を締結Asetek Signs Major Agreement With Returning Customer for Supply of High-End Liquid Cooling Productshttps://www.techpowerup.com/341913/asetek-signs-major-agreement-with-returning-customer-for-supply-of-high-end-liquid-cooling-products
2025-10-15T08:08:20+00:00ASML、2025年第3四半期に総純売上高75億ユーロ、純利益21億ユーロを計上ASML Reports €7.5 Billion Total Net Sales and €2.1 Billion Net Income in Q3 2025https://www.techpowerup.com/341912/asml-reports-eur7-5-billion-total-net-sales-and-eur2-1-billion-net-income-in-q3-2025
2025-10-15T08:07:22+00:00MIPS I8500プロセッサ、AI時代に向けたデータムーブメントを調整MIPS I8500 Processor Orchestrates Data Movement for the AI Erahttps://www.techpowerup.com/341911/mips-i8500-processor-orchestrates-data-movement-for-the-ai-era
2025-10-15T07:59:10+00:00ASUS、ProArt Display 8K PA32KCXの10月発売を発表ASUS Announces October Availability of ProArt Display 8K PA32KCXhttps://www.techpowerup.com/341910/asus-announces-october-availability-of-proart-display-8k-pa32kcx
2025-10-15T06:21:37+00:00Team Group T-Create Expert P34F Find My 外付けSSDがグッドデザイン賞2025を受賞Team Group T-Create Expert P34F Find My External SSD Wins Good Design Award 2025https://www.techpowerup.com/341909/team-group-t-create-expert-p34f-find-my-external-ssd-wins-good-design-award-2025
EETimes Taiwan
2025-10-15台積電の値上げ戦略が廉価なトランジスタ時代に終止符を打つ台積電漲價策略終結廉價電晶體時代https://www.eettaiwan.com/20251015nt61-tsmc-price-hikes-end-the-era-of-cheap-transistors/
2025-10-15故障許容量子計算の推進、QECがエラー訂正挑戦を克服する推進容錯量子運算 QEC破解糾錯挑戰https://www.eettaiwan.com/20251015nt51-unlocking-smarter-quantum-computing-photonic-s-breakthrough-in-error-correction-codes/
2025-10-15隠れた競争:配合洗剤がどのように半導体サプライチェーンの要となったか隱形競爭:配方洗劑如何成為半導體供應鏈樞紐https://www.eettaiwan.com/20251015ta71-how-cleaning-formulation-became-a-hub-in-the-semiconductor-supply-chain/
2025-10-15主権AIブームにより多様なビジネスチャンスが生まれ、台湾企業が新興データセンター地域市場に攻勢をかける主權AI熱潮商機多元 台廠可搶攻新興資料中心區域市場https://www.eettaiwan.com/20251015nt21-sovereign-ai-boom-creates-diverse-business-opportunities/
2025-10-14人工知能の需要が分散型ストレージを牽引する人工智慧需求推動分解式儲存https://www.eettaiwan.com/20251014nt31-ai-demand-drives-disaggregated-storage/
2025-10-14Transformer:人工知能の転換点Transformer:人工智慧的轉捩點https://www.eettaiwan.com/20251014nt51-transfomer-the-turning-point-in-ai/
2025-10-14黄仁勳が語る中米AI競争の『5つの重要ポイント』黃仁勳談中美AI競賽「5個關鍵點」https://www.eettaiwan.com/20251014nt61-jensen-huang-discusses-5-key-points-in-the-us-china-ai-competition/
2025-10-14関税がITサービス業者に2つの新たな機会を提供する關稅為資服業者帶來兩項新契機https://www.eettaiwan.com/20251014nt21-tariffs-bring-opportunities-to-it-service-providers/
EETimes Asia
2025-10-15フェリの組み込みストレージソリューションでヒューマノイドロボットを強化するEmpowering Humanoid Robots with Ferri Embedded Storage Solutionshttps://www.eetasia.com/empowering-humanoid-robots-with-ferri-embedded-storage-solutions/
2025-10-15OCP、オープンチップレットエコノミー・エコシステムを拡大OCP Expands Open Chiplet Economy Ecosystemhttps://www.eetasia.com/ocp-expands-open-chiplet-economy-ecosystem/
2025-10-15シーメンスとASEがInnovator3DのIC駆動3Dbloxワークフローで連携Siemens and ASE Collaborating on Innovator3D IC-driven 3Dblox Workflowshttps://www.eetasia.com/siemens-and-ase-collaborating-on-innovator3d-ic-driven-3dblox-workflows/
2025-10-152025年、高級スマートフォン向けSoC出荷が急増Premium Smartphone SoC Shipments to Surge in 2025https://www.eetasia.com/premium-smartphone-soc-shipments-to-surge-in-2025/
2025-10-15産業界はIoTセキュリティに関する新たな規制を必要としているIndustry Needs New Regulations on IoT Securityhttps://www.eetasia.com/industry-needs-new-regulations-on-iot-security/
2025-10-142025年上半期、世界のVRヘッドセット出荷台数が前年同期比14%減Global VR Headset Shipments Down 14% YoY in 1H 2025https://www.eetasia.com/global-vr-headset-shipments-down-14-yoy-in-1h-2025/
2025-10-14Intel、18Aプロセスに基づくAI PCプラットフォームを発表Intel Launches AI PC Platform Built on 18Ahttps://www.eetasia.com/intel-launches-ai-pc-platform-built-on-18a/
2025-10-14TSMC、高度ノード向けに5〜10%の価格引き上げを実施し、安価なトランジスタ時代に終止符を打つTSMC Ends Era of Cheap Transistors with 5-10% Price Hikes for Advanced Nodeshttps://www.eetasia.com/tsmc-ends-era-of-cheap-transistors-with-5-10-price-hikes-for-advanced-nodes/
EETimes India
2025-10-153M、次世代チップパッケージングコンソーシアムに参画3M Joins Next-gen Chip Packaging Consortiumhttps://www.eetindia.co.in/3m-joins-next-gen-chip-packaging-consortium/
2025-10-15ミューズ半導体の買収でGSMEのグローバル展開を強化Muse Semiconductor Acquisition Strengthens GSME’s Global Reachhttps://www.eetindia.co.in/muse-semiconductor-acquisition-strengthens-gsmes-global-reach/
2025-10-15ShunYunとNewPhotonics、フォトニックチップ製造提携を締結ShunYun and NewPhotonics Ink Photonic Chip Manufacturing Partnershiphttps://www.eetindia.co.in/shunyun-and-newphotonics-ink-photonic-chip-manufacturing-partnership/
2025-10-15NXPインドのHitesh Garg、自動車エレクトロニクスとエッジAIについて語るNXP India’s Hitesh Garg Discusses Automotive Electronics, Edge AIhttps://www.eetindia.co.in/nxp-indias-hitesh-garg-discusses-automotive-electronics-edge-ai/
ZDNET Korea
2025-10-16オラクル、‘AI エブリウェア’ 戦略拡大…クラウドを越えオンプレミスまで오라클, ‘AI 에브리웨어’ 전략 확장…클라우드 넘어 온프레미스까지https://www.zdnet.co.kr/20251016070931%22%20title=%22
2025-10-16“クラウド・AI市場でアルティベースDBの役割がさらに大きくなる”“클라우드·AI 시장서 알티베이스 DB 역할 더 커질 것”https://www.zdnet.co.kr/20251015220650%22%20title=%22
2025-10-16“性能は最高水準、価格は透明で低く”…オラクルCEOが示したOCI哲学“성능은 최고 수준, 가격은 투명하고 낮게”…오라클 CEO가 제시한 OCI 철학https://www.zdnet.co.kr/20251016063054%22%20title=%22
2025-10-16ロッテハイマート、英国のブルートゥースヘッドフォン『メロマニア P100 SE』発売롯데하이마트, 英 블루투스 헤드폰 ‘멜로매니아 P100 SE’ 출시https://www.zdnet.co.kr/20251015235730%22%20title=%22
2025-10-16オープンAI、オラクルと『スタゲイト』が共に行った背景は오픈AI, 오라클과 ‘스타게이트’ 함께 한 배경은https://www.zdnet.co.kr/20251016042722%22%20title=%22
2025-10-16ティックトック、ゼタバイト級の10億ユーザーのトラフィック管理…「解決策はOCI」틱톡, 제타바이트급 10억 이용자 트래픽 관리…”해답은 OCI”https://www.zdnet.co.kr/20251016032758%22%20title=%22
2025-10-16“企業競争力は、AIモデルではなく『エイジェンティックレイヤー』から生まれる”“기업 경쟁력, AI 모델 아닌 ‘에이전틱 레이어’서 나와”https://www.zdnet.co.kr/20251016031738%22%20title=%22
2025-10-16オラクル、『AI エージェントスタジオ』拡大…3万2千人の専門家がAI革新を支援오라클, ‘AI 에이전트 스튜디오’ 확장…3만2천 전문가 AI 혁신 지원https://www.zdnet.co.kr/20251016014944%22%20title=%22
2025-10-15ボーズ、QCウルトラヘッドフォン第2世代を発売보스, QC 울트라 헤드폰 2세대 출시https://www.zdnet.co.kr/20251015233910%22%20title=%22
2025-10-15テソロ、英国ヒューマノイドアワードで『ファイナリスト』に選出테솔로, 영 휴머노이드 어워드 ‘파이널리스트’ 선정https://www.zdnet.co.kr/20251015233217%22%20title=%22
2025-10-15ユイルロボティクス、産業用ロボットが米国UL認証を取得유일로보틱스, 산업용 로봇 美 UL 인증 획득https://www.zdnet.co.kr/20251015232349%22%20title=%22
2025-10-15中古携帯もプレミアム時代…新興国が成長を牽引중고폰도 프리미엄 시대…신흥국이 성장 견인https://www.zdnet.co.kr/20251015224206%22%20title=%22
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2025-10-15科学技術情報通信部の初代AI室長にキム・ギョンマン…政府初のAI総括課長出身과기정통부 초대 AI실장에 김경만…정부 첫 AI총괄과장 출신https://www.zdnet.co.kr/20251015215418%22%20title=%22
中央日報
2025-10-16『レアアース装置も90%中国製』―対策の欠如の中、さらに追い打ちとなる中小企業“희토류 장비도 90% 중국산” 대책 부재 속, 엎친데 덮친 중기https://www.joongang.co.kr/article/25374172
2025-10-16米『中国、レアアースを用いて世界経済の支配を試みる…同盟国と共に対抗すべき』미 “중, 희토류로 세계 경제 통제 시도…동맹들 함께 대항해야”https://www.joongang.co.kr/article/25374142
2025-10-16イ・ジェヨン・チェ・テウォン・チョン・ウィソン・ク・グァンモ、トランプと会談이재용·최태원·정의선·구광모, 트럼프 만난다https://www.joongang.co.kr/article/25374105
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BAIDU
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