Semiconductor News 20251017

TOC

Main News

  1. TSMC Reports Record Q3 Results, Forecasts 60% Gross Margin TSMC reported record revenue of $33.1 billion for the third quarter of 2025, up 40.8% from the same period last year and up 10.1% from the previous quarter. In addition, gross margin is projected to reach 60% in the fourth quarter, and N2 processes are expected to experience rapid growth in 2026. This record performance is supported by strong AI-related demand.
  2. TSMC Accelerates Transition and Expansion to Advanced Nodes in Arizona, USA TSMC has announced its intention to accelerate its transition to state-of-the-art 2nm chips (N2) and more advanced nodes at its new facility in Arizona, USA, to meet the growing demand for AI chips. The rapid expansion plans at the Arizona facility aim to solidify 2nm-class technologies, including N2P and A16, as key nodes for the long term.
  3. Samsung Delivers 3.25 TB/s Bandwidth with HBM4E to Drive AI Computing Samsung’s HBM4E memory is expected to deliver 3.25 TB/s bandwidth, approximately 2.5 times faster than HBM3E, taking AI computing performance to new levels. This will push AI computing performance to a new level. At the same time, Samsung has installed ASML’s state-of-the-art lithography equipment, specifically two high-NA EUV scanners, in order to compete with TSMC for the lead in semiconductor production.
  4. Qualcomm and MediaTek Consider Shifting 2nm Chip Production to Samsung Due to TSMC Price Hikes Both Qualcomm and MediaTek are considering shifting 2nm chipset production to Samsung as TSMC’s price hikes are squeezing profits This is reportedly due to the intensifying competition in the foundry market. This indicates that competition in the foundry market is intensifying, and pricing strategies, especially at advanced nodes, are having a significant impact on customer choice.
  5. Apple Announces New M5 Chip Using 3rd Generation 3nm Process Apple has announced a new chip, the M5, based on its third generation 3nm process technology, said to be developed in the spirit of “Go Big Or Go Home,” and while it is a significant evolutionary step, it is also noted as an essential technology convergence with the A19 Pro It is also pointed out that there is an essential convergence of technologies with the A19 Pro chip. It has also been observed that the next OLED MacBook Pro will feature the M6 chipset.
  6. DRAM Price Surprises Continue with No End in Sight DRAM price spikes show no end in sight, with Innodisk’s chairman stating that there are “surprises every month” in terms of prices. This indicates that demand for AI and high-performance computing continues to push the memory market higher. Nanya also forecasts DDR4 price and volume growth, and annual contract negotiations are underway.
  7. Intensifying U.S.-China Friction: The Netherlands Seizes Control of Chinese Capital Nexperia The Dutch government has seized control of Chinese capital Nexperia (Ansei Semiconductor, a subsidiary of Mentai Technology) against the backdrop of tighter U.S. export controls to China. In response, the Chinese Ministry of Commerce has expressed its firm opposition to Dutch intervention in the management of Ansei Semiconductor, deepening the geopolitical conflict over the semiconductor supply chain.
  8. Microsoft Expected to Move Surface, Xbox, and Data Center Manufacturing Outside of China Microsoft reportedly plans to move its Surface laptop, Xbox console, and data center-related product manufacturing outside of China by 2026 This move is expected to lead to a trade war between the U.S. and China. The move is seen as a strategic decision to counter the uncertainty associated with a trade war between the U.S. and China and to mitigate supply chain risks.
  9. Intel Plans to Catch Up in AI Market with Open AI Architecture and Annual GPU Updates Intel aims to catch up in the AI market by promoting an open AI architecture and through annual GPU updates. On the other hand, TSMC’s CEO stated that its competitors (referring implicitly to Intel) “are also our very good customers,” highlighting the fact that Intel is TSMC’s customer, while providing a subtle check in the AI race.
  10. Increased scrutiny of NVIDIA and its partners by Washington authorities The proliferation of photos of NVIDIA and its partners, MSI, Gigabyte, and other Taiwanese companies, dining together, has brought their actions under the scrutiny of Washington authorities. This has placed the entire AI supply chain under geopolitical scrutiny as the sale and distribution of high-performance AI chips becomes subject to U.S. technology regulations and export controls.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Oct 16, 13:59台湾でのある夕食の写真が拡散、NVIDIAとそのパートナーがワシントンの監視下にHow a viral Taiwan dinner photo put Nvidia and its partners under Washington’s microscopehttps://www.digitimes.com/news/a20251016PD207/nvidia-taiwan-msi-gigabyte-rtx.html
Oct 16, 17:04Broadcom、AI搭載エッジデバイス向けに業界初のWi-Fi 8チップを発表Broadcom launches industry’s first Wi-Fi 8 chips for AI-powered edge deviceshttps://www.digitimes.com/news/a20251016PD217/broadcom-wi-fi-chips-wireless-silicon.html
Oct 16, 16:33Qualcomm、Autotalks買収を巡り中国独占禁止法調査に直面Qualcomm faces China antitrust probe over Autotalks acquisitionhttps://www.digitimes.com/news/a20251015PD234/qualcomm-acquisition-antitrust-market-investigation.html
Oct 16, 16:21Samsung、TSMCに対抗するためASMLの最先端リソグラフィー装置を導入かSamsung reportedly to bring in ASML’s top lithography tools to take on TSMChttps://www.digitimes.com/news/a20251016PD224/samsung-asml-euv-equipment-production.html
Oct 16, 12:16Intel、オープンAIアーキテクチャとGPUの年次更新で追撃を図るIntel pursues open AI architecture and annual GPU updates to catch uphttps://www.digitimes.com/news/a20251014PD235/intel-gpu-roadmap-processor-nvidia.html
Oct 16, 17:50TSMCの粗利益率が2025年第4四半期に60%に達し、N2プロセスが2026年に急速な成長を予定TSMC’s gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026https://www.digitimes.com/news/a20251016PD232/tsmc-gross-margin-2nm-arizona-2026.html
Oct 16, 17:36TSMC、下流需要の強い兆候が続くため顧客に早期発注を促すTSMC tells clients to order early as downstream demand signals remain stronghttps://www.digitimes.com/news/a20251016PD231/tsmc-c.-c.-wei-capacity-demand-growth-2025.html
Oct 16, 16:49Samsung、優秀な人材を引き留めるため株式報酬プログラムを発表Samsung unveils stock rewards program to retain top talenthttps://www.digitimes.com/news/a20251016PD210/samsung-psu-performance-growth-price.html
Oct 16, 16:44新光合成繊維、世界的な逆風の中、半導体とドローン分野への拡大で新たな成長経路を模索Shinkong Synthetic Fibers charts new growth paths amid global headwinds, expanding into semiconductors and droneshttps://www.digitimes.com/news/a20251015PD225/shinkong-synthetic-fibers-corporation-growth-taipei-2025.html
Oct 16, 16:34清華大学、Rafaelチップでイメージングの限界を突破し、サブオングストローム時代を開始Tsinghua University breaks imaging limits with Rafael chip, launching sub-angstrom erahttps://www.digitimes.com/news/a20251016PD223/tsinghua-university-beijing-chips-online.html
Oct 16, 16:13Nanya、DDR4の価格と数量の伸びを見込む。年間契約交渉が浮上Nanya sees DDR4 price and volume growth; annual contract talks emergehttps://www.digitimes.com/news/a20251014PD231/nanya-technology-memory-ddr4-growth-price-2025.html
Oct 16, 14:59TSMC、2025年第3四半期の決算が過去最高を記録、粗利益率は60%に迫るTSMC 3Q25 earnings hit a record high with gross margin near 60%https://www.digitimes.com/news/a20251016VL212/tsmc-demand-revenue-eps-5nm.html
Oct 16, 12:34インドのSahasra、欧州にパッケージメモリを輸出、OSATの進歩を刻むIndia’s Sahasra exports packaged memory to Europe, marking OSAT progresshttps://www.digitimes.com/news/a20251016VL211/india-osat-packaging-exports-production.html
Oct 16, 12:28DRAM価格高騰止まらず、Innodisk会長「毎月サプライズがある」DRAM price surge shows no end, Innodisk chairman says there are surprises every monthhttps://www.digitimes.com/news/a20251016PD216/innodisk-memory-module-price-growth-2025.html
Oct 16, 12:12AIが南台湾科学園区の売上高を2兆台湾ドル近くに押し上げるAI drives Southern Taiwan Science Park revenue to near NT$2 trillionhttps://www.digitimes.com/news/a20251016PD222/southern-taiwan-science-park-revenue-performance-growth-2025.html
Oct 16, 12:10台湾、人口動態の課題の中で半導体人材不足に取り組むTaiwan tackles semiconductor talent shortage amid demographic challengeshttps://www.digitimes.com/news/a20251015PD201/taiwan-workforce-technology-labor-talent.html
wccftech
2025-10-17Apple初のOLED MacBook Proはノッチを廃止し、タッチスクリーンとM6チップセットへのアップグレードを獲得すると報じられているが、かなりの高額になる見込みApple’s First OLED MacBook Pro Is Said To Drop The Notch But Gain A Touchscreen & M6 Chipset Upgrade, At A Substantial Premiumhttps://wccftech.com/oled-m6-macbook-pro-no-notch-but-touchscreen-and-higher-price-expected/
2025-10-17Appleは将来のMacにFace IDを導入することを検討していると報じられているが、この機能については期待しすぎない方が良いだろうApple Is Reportedly Exploring Bringing Face ID To Future Macs, But We Will Recommend That You Hold Your Breath For This Featurehttps://wccftech.com/apple-exploring-face-id-on-macs-but-feature-is-years-away/
2025-10-17ASUS、プロフェッショナル向けに世界初の8K HDR Mini LEDモニター「ProArt PA32KCX」を発表ASUS Introduces ProArt PA32KCX; World’s First 8K HDR Mini LED Monitor For Professionalshttps://wccftech.com/asus-introduces-proart-pa32kcx-worlds-first-8k-hdr-mini-led-monitor/
2025-10-17「EA Sports FC 26」が2025年9月の売上高チャートで首位、「Hollow Knight Silksong」がトップ5入りEA Sports FC 26 Leads September 2025’s Sales Charts by Revenue, While Hollow Knight Silksong Cracks the Top 5https://wccftech.com/ea-sports-fc-26-tops-september-2025-revenue-charts-hollow-knight-silksong-top-5/
2025-10-17SamsungのHBM4E、HBM3Eの約2.5倍速い3.25 TB/sの帯域幅を実現し、AIコンピューティングを新たなレベルへSamsung’s HBM4E Set to Deliver 3.25 TB/s Bandwidth; Nearly 2.5× Faster Than HBM3E, Driving AI Computing to New Levelshttps://wccftech.com/samsung-hbm4e-set-to-deliver-a-significant-bandwidth/
2025-10-17AppleのM5チップは「Go Big Or Go Home」の精神に従うが、A19 Proと本質的に収束しているApple’s M5 Chip Abides By The Ethos “Go Big Or Go Home,” But It Remains Elementally Convergent With The A19 Prohttps://wccftech.com/apples-m5-chip-abides-by-the-ethos-go-big-or-go-home-but-it-remains-elementally-convergent-with-the-a19-pro/
2025-10-17Ubisoft、「Anno 117: Pax Romana」イヤー1コンテンツとキャンペーンをゲームプレイの詳細で発表Ubisoft Unveils Anno 117: Pax Romana Year 1 Content and Campaign in Gameplay Deep Divehttps://wccftech.com/ubisoft-anno-117-pax-romana-campaign-year-1-content-pass-gameplay-deep-dive/
2025-10-17Gigabyte X870E AORUS Master ICE X3Dマザーボードレビュー:AORUSの最高クラスデザインでAMD X3Dはさらに高速化Gigabyte X870E AORUS Master ICE X3D Motherboard Review: AMD X3D Keeps On Getting Faster With AORUS’s Top-Class Designhttps://wccftech.com/review/gigabyte-x870e-aorus-master-ice-x3d-motherboard-review-amd-x3d-keeps-on-getting-faster-aorus-top-class-design/
2025-10-17「Dying Light: The Beast」11週間のロードマップにはPC版レイトレーシング、New Game+、レジェンドレベル、ナイトメア難易度が含まれるDying Light: The Beast 11-Week Roadmap Includes Ray Tracing on PC, New Game+, Legend Levels, Nightmare Difficultyhttps://wccftech.com/dying-light-the-beast-roadmap-ray-tracing-pc-new-game-plus/
2025-10-17Owlcat、「Dark Heresy」オープンアルファを2025年第4四半期に開始、「Rogue Trader」はまもなくNintendo Switch 2で登場Owlcat to Launch Dark Heresy Open Alpha in Q4 2025, Rogue Trader Soon on Nintendo Switch 2https://wccftech.com/owlcat-dark-heresy-alpha-q4-2025-rogue-trader-soon-switch-2/
2025-10-17「Spellcasters Chronicles」はQuantic Dreamの新作F2P 3対3対戦マルチプレイヤーゲームSpellcasters Chronicles Is Quantic Dream’s New F2P 3v3 Competitive Multiplayer Gamehttps://wccftech.com/quantic-dream-competitive-multiplayer-game-spellcasters-chronicles/
2025-10-17中国政府が国内での事業継続に対しAppleに強力な支援を表明China’s Government Just Gave Apple Its Strong Support For Continuing Operations In The Countryhttps://wccftech.com/chinas-government-just-gave-apple-its-strong-support-for-continuing-operations-in-the-country/
2025-10-17「Battlefield 6」が3日間で700万本以上を販売、EA史上最大のフランチャイズローンチにBattlefield 6 Has Sold Over 7 Million Units in 3 Days, Making It the Biggest Franchise Launch Ever, Says EAhttps://wccftech.com/battlefield-6-sold-over-7-million-units-3-days-biggest-franchise-launch/
2025-10-17ASUS B850M AYW Gaming OC、2x 24 GB DDR5 G.Skillキットでメモリ速度を10,600 MT/sに押し上げるASUS B850M AYW Gaming OC Pushes Memory Speed To 10,600 MT/s On A 2x 24 GB DDR5 G.Skill Kithttps://wccftech.com/asus-b850m-ayw-gaming-oc-pushes-memory-speed-to-10600-mt-s-on-a-2x-24-gb-ddr5-g-skill-kit/
2025-10-17「Left 4 Dead 2 RTX NDT」は驚くほど美しいが、RTX 5080でもパフォーマンスへの影響は大きいLeft 4 Dead 2 RTX NDT Looks Stunning, But Performance Hit Is Massive On An RTX 5080https://wccftech.com/left-4-dead-2-rtx-ndt-massive-performance-hit-rtx-5080/
2025-10-16Quantic Dreamが対戦マルチプレイヤーゲームを制作中、『Star Wars: Eclipse』の開発は「継続中」Quantic Dream is Making a Competitive Multiplayer Game, Work on Star Wars: Eclipse “Continues”https://wccftech.com/quantic-dream-announces-multiplayer-game-star-wars-eclipse-work-continues/
2025-10-16Microsoft、Windows向けGoogle検索アプリに対し、新しいCopilotとエージェント体験で応戦Microsoft Responds To Google’s Search App For Windows By Introducing New Copilot And Agentic Experienceshttps://wccftech.com/microsoft-responds-to-googles-search-app-for-windows-by-introducing-new-copilot-and-agentic-experiences/
2025-10-16ASUS、Ryzen 9 9955HX3DとRTX 5070を搭載した初のAMDベースROG NUC Mini PCを発表ASUS Launches First-Ever AMD-Based ROG NUC Mini PC, Featuring Ryzen 9 9955HX3D Paired With RTX 5070https://wccftech.com/asus-launches-rog-nuc-9-mini-console-featuring-ryzen-9-9955hx3d-paired-with-rtx-5070/
2025-10-16ソニー、Tencentによる『Horizon』の模倣作『Light of Motiram』の弁護を「ナンセンス」と非難Sony Calls Tencent’s Defense of Horizon Knock-Off, Light of Motiram,”Nonsense”https://wccftech.com/sony-calls-tencent-defence-horizon-knock-off-light-of-motiram-nonsense/
2025-10-16TSMC、米国事業の急速な拡大を発表、アリゾナ州の新施設で最先端の2nmチップを導入TSMC Announces the Intent to Rapidly Expand U.S. Operations, Introducing Cutting-Edge 2nm Chips With New Facilities in Arizonahttps://wccftech.com/tsmc-announces-the-intent-to-rapidly-expand-us-operations/
2025-10-16Microsoft、SurfaceラップトップとXboxコンソールの製造拠点を中国から移転する見込みMicrosoft Is Reportedly Ditching China As The Manufacturing Hub For Its Surface Laptops, Xbox Consoleshttps://wccftech.com/microsoft-is-reportedly-ditching-china-as-the-manufacturing-hub-for-its-surface-laptops-xbox-consoles/
2025-10-16GMKtec K12「AMD Ryzen 7 H 255」ミニPCレビュー – わずか409ドルで強力なスペックとIOGMKtec K12 “AMD Ryzen 7 H 255” Mini PC Review – Strong Specs & IO For Just $409 UShttps://wccftech.com/review/gmktec-k12-amd-ryzen-7-h-255-mini-pc-review-strong-specs-io-for-just-409-us/
2025-10-16GeForce NOW、ライブラリに新作ゲームを追加し、「Borderlands 4」ゴールデンキーをプレゼントGeForce NOW Adds New Games to the Library and Gives Away Borderlands 4 Golden Keyhttps://wccftech.com/geforce-now-adds-new-games-gives-away-borderlands-4-golden-key/
2025-10-16公式発表:DDR5速度がCorsair Vengeanceメモリで史上初めて13000 MT/s超えIt’s Official: DDR5 Speed Pushed Over 13000 MT/s For The First Time With Corsair Vengeance Memoryhttps://wccftech.com/ddr5-memory-officially-pushed-over-13000-mt-s-for-the-first-time/
2025-10-16Nintendo Switch 2、NVIDIA DLSSとROG Xbox Ally Xとの比較で堅実なパフォーマンスにより引き続き好印象Nintendo Switch 2 Continues To Impress Thanks To NVIDIA DLSS and Solid Performance In ROG Xbox Ally X Comparisonhttps://wccftech.com/nintendo-switch-2-nvidia-dlss-impress-rog-ally-x-comparison/
2025-10-16Appleは1暦年あたりのiPhoneモデル数を段階的に増やし、2027年には6モデルに達するとアナリストが予測Apple To Gradually Increase The Number Of iPhone Models In A Calender Year, Says Analyst, With The Number Climbing To Six In 2027https://wccftech.com/analyst-says-apple-will-introduce-six-iphone-models-in-2027/
2025-10-16「競合は我々の非常に良い顧客でもある」TSMC CEOが語る、Intelへの注目に対する微妙な牽制“Our Competitor Is Also Our Very Good Customer,” TSMC CEO Says, Throwing Subtle Shade at the Attention Around Intelhttps://wccftech.com/our-competitor-is-also-our-very-good-customer-tsmc-ceo-says-throwing-subtle-shade-at-intel/
2025-10-16『デッド オア アライブ』の生みの親であり、『NINJA GAIDEN』のリブートも手がけた板垣伴信氏が58歳で逝去Tomonobu Itagaki, Creator of Dead or Alive and Responsible for Ninja Gaiden’s Reboot, Has Passed Away at 58https://wccftech.com/tomonobu-itagaki-creator-dead-or-alive-ninja-gaiden-passed-away-at-58/
2025-10-16Galaxy S26 Edgeがキャンセルされたと報じられる、Samsungは売上不振のためスリムなフラッグシップ機から撤退Galaxy S26 Edge Has Reportedly Been Canceled As Samsung Throws In The Towel For Slim Flagships Due To Underwhelming Saleshttps://wccftech.com/galaxy-s26-edge-canceled-samsung-no-longer-producing-slim-flagships/
2025-10-16Battlefield 6のコンクエストモードでチケット数が減少、プレイヤーは不満を表明Battlefield 6 Gets Reduced Ticket Count in Conquest Mode and Players Aren’t Very Happyhttps://wccftech.com/battlefield-6-gets-reduced-ticket-count-conquest-mode-players-arent-happy/
2025-10-16オープンワールドMMO「Sword of Justice」、パス・トレーシングとインテリジェントなNPCによるAIメタバースを搭載して11月7日に発売Open World MMO Sword of Justice Launches on November 7 with Path Tracing and an AI Metaverse of Intelligent NPCshttps://wccftech.com/open-world-mmo-sword-of-justice-launches-november-7-path-tracing/
2025-10-16Qualcomm、MediaTekがTSMCの価格高騰で利益が圧迫される中、2nmチップセット生産をSamsungに移行検討Qualcomm, MediaTek Are Considering Shifting 2nm Chipset Production To Samsung As TSMC’s Price Hike Is Denting Their Profitshttps://wccftech.com/qualcomm-and-mediatek-reportedly-considering-shifting-2nm-production-to-samsung/
2025-10-16『The Outlast Trials』、ハロウィンに合わせてインベイジョンPvPモードを実装The Outlast Trials Is Getting an Invasion PvP Mode in Time for Halloweenhttps://wccftech.com/the-outlast-trials-getting-invasion-pvp-mode-in-time-for-halloween/
2025-10-16Meta、Siri向けChatGPTライクなウェブ検索を開発していたAppleのAI幹部を引き抜きMeta Poaches Apple’s AI Executive Who Was Developing ChatGPT-Like Web Search For Sirihttps://wccftech.com/meta-poaches-apples-ai-executive-who-was-developing-chatgpt-like-web-search-for-siri/
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/
日経 Tech Foresight
2025-10-17世界半導体売上高、25年8月 4カ月連続で過去最高https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC145UO0U5A011C2000000
2025-10-17ソニーセミコン、エッジAI省電力に コストの工夫は材料https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC145N80U5A011C2000000
マイナビニュース テックプラス
2025-10-16テクセンドが東証プライムに上場、先端半導体市場への注力で成長加速https://news.mynavi.jp/techplus/article/20251016-3556352/
2025-10-16ADI、電源設計を包括的に支援する製品ツール「Power Studioファミリ」を発表https://news.mynavi.jp/techplus/article/20251016-3555435/
2025-10-16“ほぼすべて進化した”Apple新チップ「M5」 第3世代3nmプロセス採用https://news.mynavi.jp/techplus/article/20251016-3555016/
2025-10-16オランダ政府が中国資本の蘭Nexperiaの経営権を掌握、背景に米国の対中輸出規制強化https://news.mynavi.jp/techplus/article/20251016-3554882/
2025-10-16車載照明に革命をもたらすOSP、ams OSRAMが推進するオープンプロトコルの可能性https://news.mynavi.jp/techplus/article/20251016-3552510/
TrendForce
2025-10-16TSMC、AI需要の高騰を受けアリゾナでのN2およびより先進的なノードへの移行を加速する計画TSMC Plans Faster Shift to N2 and More Advanced Nodes in Arizona amid Soaring AI Demandhttps://www.trendforce.com/news/2025/10/16/news-tsmc-plans-faster-shift-to-n2-and-more-advanced-nodes-in-arizona-amid-soaring-ai-demand/
2025-10-16TSMC、NVIDIAの中国向けGPU規制に動じず、2029年までAI関連収益が年平均成長率40%超を見込むTSMC Unfazed by NVIDIA GPU Curbs in China, Eyes Mid-40%+ AI Revenue CAGR Through 2029https://www.trendforce.com/news/2025/10/16/news-tsmc-unfazed-by-nvidia-gpu-curbs-in-china-eyes-mid-40-ai-revenue-cagr-through-2029/
2025-10-16TSMC、2026年下半期のN2Pを確定、A16と共に2nmクラスを主要な長寿命ノードとして確立へTSMC Confirms N2P for 2H26, Joins A16 to Cement 2nm-Class as Major, Long-Lived Nodehttps://www.trendforce.com/news/2025/10/16/news-tsmc-confirms-n2p-for-2h26-joins-a16-to-cement-2nm-class-as-major-long-lived-node/
2025-10-16TSMC、第4四半期売上高は前期比1%減、前年同期比22%増、利益率60%を予測、2025年設備投資は400~420億ドルを維持TSMC Projects Q4 Sales Down 1% QoQ, Up 22% YoY with 60% Margin, Holds $40-42B 2025 Capexhttps://www.trendforce.com/news/2025/10/16/news-tsmc-projects-q4-revenue-down-1-qoq-up-22-yoy-with-60-margin-holds-40-42b-capex/
2025-10-16東京エレクトロン、TSMC近傍に大規模な熊本R&D拠点を建設、1nmチップ製造装置開発を推進Tokyo Electron Builds Major Kumamoto R&D Hub Near TSMC to Advance 1nm Chip Equipmenthttps://www.trendforce.com/news/2025/10/16/news-tokyo-electron-builds-major-kumamoto-rd-hub-near-tsmc-to-advance-1nm-chip-equipment/
Semiconductor Digest
2 hours agoQnityとSKハイニックス、長期CMPパッド供給契約を締結Qnity and SK hynix Sign Long-Term CMP Pad Supply Agreementhttps://www.semiconductor-digest.com/qnity-and-sk-hynix-sign-long-term-cmp-pad-supply-agreement/
2 hours agoFTDソリューションズCEOスラバ・リブマン氏、IEEE DTDA 2025で基調講演FTD Solutions CEO Slava Libman to Deliver Keynote at IEEE DTDA 2025https://www.semiconductor-digest.com/ftd-solutions-ceo-slava-libman-to-deliver-keynote-at-ieee-dtda-2025/
5 hours agoTechInsights、2026年半導体市場見通しレポートシリーズを発表TechInsights Announces 2026 Semiconductor Market Outlook Report Serieshttps://www.semiconductor-digest.com/techinsights-announces-2026-semiconductor-market-outlook-report-series/
5 hours agoキーサイト・テクノロジーズ、スパイレント・コミュニケーションズPLCの買収を完了Keysight Technologies Completes Acquisition of Spirent Communications PLChttps://www.semiconductor-digest.com/keysight-technologies-completes-acquisition-of-spirent-communications-plc/
5 hours ago2026年IEEE/JSAP VLSI技術・回路シンポジウムが論文募集を発表The 2026 IEEE/JSAP Symposium on VLSI Technology & Circuits Announces Call for Papershttps://www.semiconductor-digest.com/the-2026-ieee-jsap-symposium-on-vlsi-technology-circuits-announces-call-for-papers/
5 hours agoウェットケミカルおよび特殊洗浄剤、2025年に6%の成長見込みWet Chemicals & Specialty Cleans Set for 6% Growth in 2025https://www.semiconductor-digest.com/wet-chemicals-specialty-cleans-set-for-6-growth-in-2025/
日本経済新聞
2025-10-17NYダウ301ドル安、地銀の信用リスク浮上 長期金利は半年ぶり低水準https://www.nikkei.com/article/DGXZQOFL1701D0X11C25A0000000/
2025-10-17米国株、ダウ続落し301ドル安 地銀株安が重荷 ナスダックは反落https://www.nikkei.com/article/DGXZQOFL16CCO0W5A011C2000000/
2025-10-17米国株、ダウ続落 地銀株への売りが重荷https://www.nikkei.com/article/DGXZQOFL16CCN0W5A011C2000000/
2025-10-17財界トップ、30年目の初訪問 WTOに期待する自由貿易の「保護」https://www.nikkei.com/article/DGXZQOUA06AT80W5A001C2000000/
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2025-10-17クラボウの西垣社長、熊本工場新棟で「半導体装置部品、迅速に供給」https://www.nikkei.com/article/DGXZQOUF022JM0S5A001C2000000/
2025-10-17台湾・陽明交通大学と九州大学、半導体がつなぐ縁 新興育成でも連携https://www.nikkei.com/article/DGXZQOJC131PV0T11C25A0000000/
2025-10-17NYダウ、一時400ドル超安 米地銀の信用リスクに警戒https://www.nikkei.com/article/DGXZQOFL16CC70W5A011C2000000/
2025-10-17日本株、政治リスクは「買いの好機」 なかのアセット居林氏https://www.nikkei.com/article/DGXZQOUB15C5J0V11C25A0000000/
2025-10-17ドイツ株16日 反発、仏株は続伸し7カ月ぶり高値https://www.nikkei.com/article/DGXZQOFL16CBR0W5A011C2000000/
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
Tom’s Hardware
2025-10-16 22:02悲劇のオーシャンゲート社タイタン潜水艇、62ドルのSanDisk製メモリーカードが残骸現場で無傷で発見Tragic OceanGate Titan submersible’s $62 SanDisk memory card found undamaged at wreckage sitehttps://www.tomshardware.com/pc-components/microsd-cards/tragic-oceangate-titan-submersibles-usd62-sandisk-memory-card-found-undamaged-at-wreckage-site-12-stills-and-nine-videos-have-been-recovered-but-none-from-the-fateful-implosion
2025-10-16 22:00Microsoft、Windows 11 PCとの再対話を推奨 – Copilotがマウスとキーボードを補完する「会話型」入力を獲得Microsoft wants you to talk to Windows 11 PCs again – Copilot gets ‘conversational’ input to complement your mouse and keyboardhttps://www.tomshardware.com/software/windows/microsoft-wants-you-to-talk-to-windows-11-pcs-again-copilot-gets-conversational-input-to-complement-your-mouse-and-keyboard
2025-10-16 20:47Microsoft Surfaceとデータセンターの生産、2026年までに中国外へ移転へ – 報道Microsoft Surface and data center production to be moved out of China by 2026, claims reporthttps://www.tomshardware.com/tech-industry/microsoft-surface-and-data-center-production-to-be-moved-out-of-china-by-2026-claims-report-components-parts-and-assembly-of-laptops-and-servers-moving-to-counter-trade-war-uncertainty
TechPowerup
2025-10-16T17:15:53+00:00Dream Machines DM9 Skill ワイヤレス レビューDream Machines DM9 Skill Wireless Reviewhttps://www.techpowerup.com/review/dream-machines-dm9-skill-wireless/
2025-10-16T16:44:46+00:00「バトルフィールド6」が700万本を販売し、シリーズ史上最大のローンチ記録を更新Battlefield 6 Shatters Records as the Biggest Launch in Franchise History With 7 Million Copies Soldhttps://www.techpowerup.com/341977/battlefield-6-shatters-records-as-the-biggest-launch-in-franchise-history-with-7-million-copies-sold
2025-10-16T16:26:28+00:00Microsoft、Windows 11 10月アップデートでLocalhostを破壊、ユーザーはロールバックを余儀なくされるMicrosoft Breaks Localhost with Windows 11 October Update, Users Forced to Reverthttps://www.techpowerup.com/341976/microsoft-breaks-localhost-with-windows-11-october-update-users-forced-to-revert
2025-10-16T15:23:16+00:00Razer、レトロに着想を得たホワイト仕上げの「Phantom White Collection」を発表Razer Launches Phantom White Collection Featuring Retro-Inspired White Finishhttps://www.techpowerup.com/341975/razer-launches-phantom-white-collection-featuring-retro-inspired-white-finish
2025-10-16T15:01:03+00:00MIPI Alliance、家電向け次世代オーディオインターフェース仕様を発表MIPI Alliance Launches Next-Gen Audio Interface Specification for Consumer Electronicshttps://www.techpowerup.com/341974/mipi-alliance-launches-next-gen-audio-interface-specification-for-consumer-electronics
2025-10-16T13:08:12+00:00NVIDIA GeForce NOWに新作10タイトル、Borderlands 4報酬、SteelSeriesプレゼントが登場NVIDIA GeForce NOW Gets 10 New Games, Borderlands 4 Reward, and SteelSeries Giveawayhttps://www.techpowerup.com/341972/nvidia-geforce-now-gets-10-new-games-borderlands-4-reward-and-steelseries-giveaway
2025-10-16T12:40:52+00:00Stack Socialが正規品の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
2025-10-16T12:13:32+00:00ARCTIC、P Pro Reverseファンを発売ARCTIC Launches P Pro Reverse Fanshttps://www.techpowerup.com/341970/arctic-launches-p-pro-reverse-fans
2025-10-16T12:01:19+00:00Open 3D Engine v25.10、より鮮明なグラフィックとスムーズなVulkanパフォーマンスを実現Open 3D Engine v25.10 Brings Sharper Graphics and Smoother Vulkan Performancehttps://www.techpowerup.com/341969/open-3d-engine-v25-10-brings-sharper-graphics-and-smoother-vulkan-performance
2025-10-16T10:32:27+00:00Endorfy、Solum Voice S Alt GrayマイクとViro Plus USB Alt Grayヘッドホンを発売Endorfy Launches Solum Voice S Alt Gray Microphone and Viro Plus USB Alt Gray Headphoneshttps://www.techpowerup.com/341967/endorfy-launches-solum-voice-s-alt-gray-microphone-and-viro-plus-usb-alt-gray-headphones
2025-10-16T09:53:20+00:00Sergmann、DDR5-13010メモリOC記録で13000 MT/sの壁を突破Sergmann Breaches the 13000 MT/s Barrier with DDR5-13010 Memory OC Recordhttps://www.techpowerup.com/341965/sergmann-breaches-the-13000-mt-s-barrier-with-ddr5-13010-memory-oc-record
2025-10-16T09:44:07+00:00EPOMAKER、Galaxy100 Liteメカニカルキーボードを発表EPOMAKER Intros Galaxy100 Lite Mechanical Keyboardhttps://www.techpowerup.com/341963/epomaker-intros-galaxy100-lite-mechanical-keyboard
2025-10-16T09:43:45+00:00GoDeal24 2025年秋セール:本物ソフトウェアのお得なセールでIT環境を活性化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
2025-10-16T09:43:22+00:00Samsung Foundry、ASML製ハイNA EUVスキャナー2台を7億7300万ドルで購入Samsung Foundry Buys Two ASML High-NA EUV Scanners for $773Mhttps://www.techpowerup.com/341964/samsung-foundry-buys-two-asml-high-na-euv-scanners-for-usd-773m
2025-10-16T09:27:24+00:00D-Link、企業向けNucliasネットワークコントローラーを発表D-Link Unveils Nuclias Network Controllers for Businesseshttps://www.techpowerup.com/341962/d-link-unveils-nuclias-network-controllers-for-businesses
2025-10-16T09:17:23+00:00Tachyum、2億2000万ドルの資金調達と5億ドルの発注書に署名Tachyum Signs $220 Million Funding and $500 Million Purchase Orderhttps://www.techpowerup.com/341961/tachyum-signs-usd-220-million-funding-and-usd-500-million-purchase-order
2025-10-16T09:12:46+00:00ASUSTOR NASデバイスがPQCに対応ASUSTOR NAS Devices Now PQC Readyhttps://www.techpowerup.com/341960/asustor-nas-devices-now-pqc-ready
2025-10-16T08:57:21+00:00EIZO、15.6型タッチパネルモニター DuraVision FDF1683WTを発表EIZO Announces 15.6-inch DuraVision FDF1683WT Touch Panel Monitorhttps://www.techpowerup.com/341959/eizo-announces-15-6-inch-duravision-fdf1683wt-touch-panel-monitor
2025-10-16T08:50:29+00:00Frore Systems、AIデータセンター向けLiquidJet冷却板を発表Frore Systems introduces LiquidJet, Coldplate for AI Data Centershttps://www.techpowerup.com/341958/frore-systems-introduces-liquidjet-coldplate-for-ai-data-centers
2025-10-16T08:45:42+00:00ASUS Republic of Gamers、Azoth 96 HEキーボードも発表ASUS Republic of Gamers Also Announces the Azoth 96 HE Keyboardhttps://www.techpowerup.com/341957/asus-republic-of-gamers-also-announces-the-azoth-96-he-keyboard
2025-10-16T08:42:36+00:00Sharkoon、SKILLER SGP35マウスパッドを発売Sharkoon Launches SKILLER SGP35 Mouse Matshttps://www.techpowerup.com/341956/sharkoon-launches-skiller-sgp35-mouse-mats
2025-10-16T08:42:29+00:00ASUS ROG、Falchion Ace HFX ZywOo Editionゲーミングキーボードを発表ASUS ROG Announces the Falchion Ace HFX ZywOo Edition Gaming Keyboardhttps://www.techpowerup.com/341955/asus-rog-announces-the-falchion-ace-hfx-zywoo-edition-gaming-keyboard
2025-10-16T08:18:37+00:00TSMC、N2の量産を年末までに開始へTSMC to Begin N2 Volume Production Before Year-Endhttps://www.techpowerup.com/341954/tsmc-to-begin-n2-volume-production-before-year-end
2025-10-16T07:54:39+00:00TSMC、Q3売上高が過去最高の331億ドルに、前年同期比40.8%増、前期比10.1%増TSMC Reports Record Q3 Revenue of $33.10 Billion, Up 40.8% YoY and 10.1% QoQhttps://www.techpowerup.com/341953/tsmc-reports-record-q3-revenue-of-usd-33-10-billion-up-40-8-yoy-and-10-1-qoq
2025-10-16T07:37:51+00:00PowerColor、Hellhound RX 9070 XTを搭載した新REVA GPUシリーズを発表PowerColor Introduces New REVA GPU Series with Hellhound RX 9070 XThttps://www.techpowerup.com/341952/powercolor-introduces-new-reva-gpu-series-with-hellhound-rx-9070-xt
2025-10-16T07:16:30+00:00AMI、富士通と共同で次世代ArmベースFUJITSU-MONAKA CPUを提供へAMI Joins Fujitsu to Deliver Next-Gen Arm-Based FUJITSU-MONAKA CPUhttps://www.techpowerup.com/341951/ami-joins-fujitsu-to-deliver-next-gen-arm-based-fujitsu-monaka-cpu
2025-10-16T07:03:34+00:00MSI、MaiAgentと提携しAWSサービスを活用して「EZ PC Builder」をローンチMSI Teams Up with MaiAgent Leveraging AWS Services to Launch the EZ PC Builderhttps://www.techpowerup.com/341949/msi-teams-up-with-maiagent-leveraging-aws-services-to-launch-the-ez-pc-builder
2025-10-16T07:02:12+00:00MSI EdgeXpertパーソナルAIスーパーコンピューターが正式発売MSI EdgeXpert Personal AI Supercomputer Officially Availablehttps://www.techpowerup.com/341948/msi-edgexpert-personal-ai-supercomputer-officially-available
2025-10-16T07:00:12+00:00コンパクトでインテリジェント:MSI、AI対応Cubi Z AIシリーズMini PCを発表Compact Yet Intelligent: MSI Unveils the AI-Ready Cubi Z AI Series Mini PChttps://www.techpowerup.com/341947/compact-yet-intelligent-msi-unveils-the-ai-ready-cubi-z-ai-series-mini-pc
EETimes Taiwan
2025-10-16スマートシティ環境において無人機が直面する課題無人機在智慧城市環境中所面臨的挑戰https://www.eettaiwan.com/20251016nt61-the-challenges-that-face-drones-in-smart-city-environments/
2025-10-16PAの新たな用途の探求:発振器と変調器探索PA新用途:振盪器與調變器https://www.eettaiwan.com/20251016ta51-why-modulate-a-power-amplifier-and-how-to-do-it/
2025-10-16BAWフィルター新技術の一考察:Wi‑Fi 6EとWi‑Fi 7における鍵技術淺談BAW濾波器新技術:Wi‑Fi 6E與Wi‑Fi 7的關鍵https://www.eettaiwan.com/20251016ta31-baw-filter-new-technology/
2025-10-16推論AI需要により近線ハードディスクが不足、QLC SSDが勢いに乗る推論AI需求導致近線硬碟缺貨 QLC SSD趁勢爆發https://www.eettaiwan.com/20251016nt21-qlc-ssd-explosion/
2025-10-15TSMCの値上げ戦略が安価なトランジスター時代の終焉を告げる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フォールトトレラント量子計算の推進:QECがエラー訂正の課題を突破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:洗浄剤の処方が半導体サプライチェーンのハブになる隱形競爭: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ブームが多様な商機を創出 台湾企業は新興データセンター地域市場を狙う主權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/
EETimes Asia
2025-10-16シリコンボックスが、PLPがAI・HPC時代に向けた準備が整っていることを証明Silicon Box Proves PLP is Ready for AI, HPC Erahttps://www.eetasia.com/silicon-box-proves-plp-is-ready-for-ai-hpc-era/
2025-10-16アナログデバイスのツールが、パワーマネジメント設計と最適化の効率化を支援Analog Devices Tools Help Streamline Power Management Design, Optimizationhttps://www.eetasia.com/analog-devices-tools-help-streamline-power-management-design-optimization/
2025-10-16NVIDIAがMediaTekと提携し、DGX Spark向けにGB10スーパーチップを実現NVIDIA Partners with MediaTek on GB10 Superchip in DGX Sparkhttps://www.eetasia.com/nvidia-partners-with-mediatek-on-gb10-superchip-in-dgx-spark/
2025-10-16VeriSiliconがPixelworksの上海半導体子会社を買収へVeriSilicon to Acquire Pixelworks Shanghai Semiconductor Subsidiaryhttps://www.eetasia.com/verisilicon-to-acquire-pixelworks-shanghai-semiconductor-subsidiary/
2025-10-15Ferri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Empowering Humanoid Robots with Ferri Embedded Storage Solutionshttps://www.eetasia.com/empowering-humanoid-robots-with-ferri-embedded-storage-solutions/
2025-10-15OCPがオープンチップレットエコノミーのエコシステムを拡大OCP Expands Open Chiplet Economy Ecosystemhttps://www.eetasia.com/ocp-expands-open-chiplet-economy-ecosystem/
2025-10-15SiemensとASEがInnovator3D IC駆動の3Dbloxワークフローで協力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、プレミアムスマートフォンSoCの出荷が急増Premium Smartphone SoC Shipments to Surge in 2025https://www.eetasia.com/premium-smartphone-soc-shipments-to-surge-in-2025/
2025-10-15業界はIoTセキュリティに関する新たな規制を求めるIndustry Needs New Regulations on IoT Securityhttps://www.eetasia.com/industry-needs-new-regulations-on-iot-security/
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加3M Joins Next-gen Chip Packaging Consortiumhttps://www.eetindia.co.in/3m-joins-next-gen-chip-packaging-consortium/
2025-10-15Muse Semiconductorの買収が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におけるパートナーシップを締結ShunYun and NewPhotonics Ink Photonic Chip Manufacturing Partnershiphttps://www.eetindia.co.in/shunyun-and-newphotonics-ink-photonic-chip-manufacturing-partnership/
2025-10-15NXP IndiaのHitesh Garg、車載電子機器とエッジ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
2025-10-17KTC、オチャンに『EVバッテリー火災安全性・性能試験評価センター』の着工KTC, 오창에 ‘EV 배터리 화재 안전성·성능 시험평가센터’ 착공https://www.zdnet.co.kr/20251017013205” title=”
2025-10-16ティロボティクス、ロボワールドで『AIロボットシステム』を公開티로보틱스, 로보월드서 ‘AI 로봇시스템’ 공개https://www.zdnet.co.kr/20251016230530” title=”
2025-10-16ティンクウェア、前後方QHDブラックボックス『アイナビ QX100』を発売팅크웨어, 전후방 QHD 블랙박스 ‘아이나비 QX100’ 출시https://www.zdnet.co.kr/20251016225426” title=”
2025-10-16クック、『白杖の日』に合わせて炊飯器を寄付쿠쿠, ‘흰지팡이의 날’ 맞아 밥솥 기부https://www.zdnet.co.kr/20251016224415” title=”
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2025-10-1614秒かかっていた癌治療の計算を、AIが0.03秒で実現14초 걸리던 암 치료 계산, AI가 0.03초 만에 해낸다https://www.zdnet.co.kr/20251016205850” title=”
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中央日報
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BAIDU
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