TOC
Main News
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 |
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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 microscope | https://www.digitimes.com/news/a20251016PD207/nvidia-taiwan-msi-gigabyte-rtx.html |
Oct 16, 17:04 | Broadcom、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 devices | https://www.digitimes.com/news/a20251016PD217/broadcom-wi-fi-chips-wireless-silicon.html |
Oct 16, 16:33 | Qualcomm、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 acquisition | https://www.digitimes.com/news/a20251015PD234/qualcomm-acquisition-antitrust-market-investigation.html |
Oct 16, 16:21 | Samsung、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 TSMC | https://www.digitimes.com/news/a20251016PD224/samsung-asml-euv-equipment-production.html |
Oct 16, 12:16 | Intel、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 up | https://www.digitimes.com/news/a20251014PD235/intel-gpu-roadmap-processor-nvidia.html |
Oct 16, 17:50 | TSMC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 2026 | https://www.digitimes.com/news/a20251016PD232/tsmc-gross-margin-2nm-arizona-2026.html |
Oct 16, 17:36 | TSMC、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 strong | https://www.digitimes.com/news/a20251016PD231/tsmc-c.-c.-wei-capacity-demand-growth-2025.html |
Oct 16, 16:49 | Samsung、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 talent | https://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 drones | https://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 era | https://www.digitimes.com/news/a20251016PD223/tsinghua-university-beijing-chips-online.html |
Oct 16, 16:13 | Nanya、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 emerge | https://www.digitimes.com/news/a20251014PD231/nanya-technology-memory-ddr4-growth-price-2025.html |
Oct 16, 14:59 | TSMC、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 progress | https://www.digitimes.com/news/a20251016VL211/india-osat-packaging-exports-production.html |
Oct 16, 12:28 | DRAM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 month | https://www.digitimes.com/news/a20251016PD216/innodisk-memory-module-price-growth-2025.html |
Oct 16, 12:12 | AI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 trillion | https://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 challenges | https://www.digitimes.com/news/a20251015PD201/taiwan-workforce-technology-labor-talent.html |
wccftech | |||
2025-10-17 | Apple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 Premium | https://wccftech.com/oled-m6-macbook-pro-no-notch-but-touchscreen-and-higher-price-expected/ |
2025-10-17 | Apple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 Feature | https://wccftech.com/apple-exploring-face-id-on-macs-but-feature-is-years-away/ |
2025-10-17 | ASUS、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 Professionals | https://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 5 | https://wccftech.com/ea-sports-fc-26-tops-september-2025-revenue-charts-hollow-knight-silksong-top-5/ |
2025-10-17 | Samsung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 Levels | https://wccftech.com/samsung-hbm4e-set-to-deliver-a-significant-bandwidth/ |
2025-10-17 | Apple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 Pro | https://wccftech.com/apples-m5-chip-abides-by-the-ethos-go-big-or-go-home-but-it-remains-elementally-convergent-with-the-a19-pro/ |
2025-10-17 | Ubisoft、「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 Dive | https://wccftech.com/ubisoft-anno-117-pax-romana-campaign-year-1-content-pass-gameplay-deep-dive/ |
2025-10-17 | Gigabyte 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 Design | https://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 Difficulty | https://wccftech.com/dying-light-the-beast-roadmap-ray-tracing-pc-new-game-plus/ |
2025-10-17 | Owlcat、「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 2 | https://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 Game | https://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 Country | https://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 EA | https://wccftech.com/battlefield-6-sold-over-7-million-units-3-days-biggest-franchise-launch/ |
2025-10-17 | ASUS 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 Kit | https://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 5080 | https://wccftech.com/left-4-dead-2-rtx-ndt-massive-performance-hit-rtx-5080/ |
2025-10-16 | Quantic 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/ |
2025-10-16 | Microsoft、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 Experiences | https://wccftech.com/microsoft-responds-to-googles-search-app-for-windows-by-introducing-new-copilot-and-agentic-experiences/ |
2025-10-16 | ASUS、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 5070 | https://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/ |
2025-10-16 | TSMC、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 Arizona | https://wccftech.com/tsmc-announces-the-intent-to-rapidly-expand-us-operations/ |
2025-10-16 | Microsoft、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 Consoles | https://wccftech.com/microsoft-is-reportedly-ditching-china-as-the-manufacturing-hub-for-its-surface-laptops-xbox-consoles/ |
2025-10-16 | GMKtec 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IO | GMKtec K12 “AMD Ryzen 7 H 255” Mini PC Review – Strong Specs & IO For Just $409 US | https://wccftech.com/review/gmktec-k12-amd-ryzen-7-h-255-mini-pc-review-strong-specs-io-for-just-409-us/ |
2025-10-16 | GeForce 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 Key | https://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 Memory | https://wccftech.com/ddr5-memory-officially-pushed-over-13000-mt-s-for-the-first-time/ |
2025-10-16 | Nintendo 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 Comparison | https://wccftech.com/nintendo-switch-2-nvidia-dlss-impress-rog-ally-x-comparison/ |
2025-10-16 | Apple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 2027 | https://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 Intel | https://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 58 | https://wccftech.com/tomonobu-itagaki-creator-dead-or-alive-ninja-gaiden-passed-away-at-58/ |
2025-10-16 | Galaxy 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 Sales | https://wccftech.com/galaxy-s26-edge-canceled-samsung-no-longer-producing-slim-flagships/ |
2025-10-16 | Battlefield 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 Happy | https://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 NPCs | https://wccftech.com/open-world-mmo-sword-of-justice-launches-november-7-path-tracing/ |
2025-10-16 | Qualcomm、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 Profits | https://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 Halloween | https://wccftech.com/the-outlast-trials-getting-invasion-pvp-mode-in-time-for-halloween/ |
2025-10-16 | Meta、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 Siri | https://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 Interview | https://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/ | |
2025-10-16 | ADI、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 | |||
2025-10-16 | TSMC、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 Demand | https://www.trendforce.com/news/2025/10/16/news-tsmc-plans-faster-shift-to-n2-and-more-advanced-nodes-in-arizona-amid-soaring-ai-demand/ |
2025-10-16 | TSMC、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 2029 | https://www.trendforce.com/news/2025/10/16/news-tsmc-unfazed-by-nvidia-gpu-curbs-in-china-eyes-mid-40-ai-revenue-cagr-through-2029/ |
2025-10-16 | TSMC、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 Node | https://www.trendforce.com/news/2025/10/16/news-tsmc-confirms-n2p-for-2h26-joins-a16-to-cement-2nm-class-as-major-long-lived-node/ |
2025-10-16 | TSMC、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 Capex | https://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 Equipment | https://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 ago | Qnity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 Agreement | https://www.semiconductor-digest.com/qnity-and-sk-hynix-sign-long-term-cmp-pad-supply-agreement/ |
2 hours ago | FTD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 2025 | https://www.semiconductor-digest.com/ftd-solutions-ceo-slava-libman-to-deliver-keynote-at-ieee-dtda-2025/ |
5 hours ago | TechInsights、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 Series | https://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 PLC | https://www.semiconductor-digest.com/keysight-technologies-completes-acquisition-of-spirent-communications-plc/ |
5 hours ago | 2026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 Papers | https://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 2025 | https://www.semiconductor-digest.com/wet-chemicals-specialty-cleans-set-for-6-growth-in-2025/ |
日本経済新聞 | |||
2025-10-17 | NY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/ | |
2025-10-17 | デンソーのパワー半導体、AI駆使して高品質製造 関連特許ひもとく | https://www.nikkei.com/article/DGXZQOUC304HH0Q5A930C2000000/ | |
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/ | |
2025-10-17 | NY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 site | https://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 22:00 | Microsoft、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 keyboard | https://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 20:47 | Microsoft 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 report | https://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+00:00 | Dream Machines DM9 Skill ワイヤレス レビュー | Dream Machines DM9 Skill Wireless Review | https://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 Sold | https://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+00:00 | Microsoft、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 Revert | https://www.techpowerup.com/341976/microsoft-breaks-localhost-with-windows-11-october-update-users-forced-to-revert |
2025-10-16T15:23:16+00:00 | Razer、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 Finish | https://www.techpowerup.com/341975/razer-launches-phantom-white-collection-featuring-retro-inspired-white-finish |
2025-10-16T15:01:03+00:00 | MIPI 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 Electronics | https://www.techpowerup.com/341974/mipi-alliance-launches-next-gen-audio-interface-specification-for-consumer-electronics |
2025-10-16T13:08:12+00:00 | NVIDIA 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 Giveaway | https://www.techpowerup.com/341972/nvidia-geforce-now-gets-10-new-games-borderlands-4-reward-and-steelseries-giveaway |
2025-10-16T12:40:52+00:00 | Stack 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 $40 | https://www.techpowerup.com/341826/stack-social-brings-genuine-office-2021-at-under-usd-40 |
2025-10-16T12:13:32+00:00 | ARCTIC、P Pro Reverseファンを発売 | ARCTIC Launches P Pro Reverse Fans | https://www.techpowerup.com/341970/arctic-launches-p-pro-reverse-fans |
2025-10-16T12:01:19+00:00 | Open 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 Performance | https://www.techpowerup.com/341969/open-3d-engine-v25-10-brings-sharper-graphics-and-smoother-vulkan-performance |
2025-10-16T10:32:27+00:00 | Endorfy、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 Headphones | https://www.techpowerup.com/341967/endorfy-launches-solum-voice-s-alt-gray-microphone-and-viro-plus-usb-alt-gray-headphones |
2025-10-16T09:53:20+00:00 | Sergmann、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 Record | https://www.techpowerup.com/341965/sergmann-breaches-the-13000-mt-s-barrier-with-ddr5-13010-memory-oc-record |
2025-10-16T09:44:07+00:00 | EPOMAKER、Galaxy100 Liteメカニカルキーボードを発表 | EPOMAKER Intros Galaxy100 Lite Mechanical Keyboard | https://www.techpowerup.com/341963/epomaker-intros-galaxy100-lite-mechanical-keyboard |
2025-10-16T09:43:45+00:00 | GoDeal24 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 Software | https://www.techpowerup.com/341822/godeal24-autumn-2025-sale-warm-up-your-it-with-sizzling-deals-on-genuine-software |
2025-10-16T09:43:22+00:00 | Samsung 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 $773M | https://www.techpowerup.com/341964/samsung-foundry-buys-two-asml-high-na-euv-scanners-for-usd-773m |
2025-10-16T09:27:24+00:00 | D-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 Businesses | https://www.techpowerup.com/341962/d-link-unveils-nuclias-network-controllers-for-businesses |
2025-10-16T09:17:23+00:00 | Tachyum、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 Order | https://www.techpowerup.com/341961/tachyum-signs-usd-220-million-funding-and-usd-500-million-purchase-order |
2025-10-16T09:12:46+00:00 | ASUSTOR NASデバイスがPQCに対応 | ASUSTOR NAS Devices Now PQC Ready | https://www.techpowerup.com/341960/asustor-nas-devices-now-pqc-ready |
2025-10-16T08:57:21+00:00 | EIZO、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 Monitor | https://www.techpowerup.com/341959/eizo-announces-15-6-inch-duravision-fdf1683wt-touch-panel-monitor |
2025-10-16T08:50:29+00:00 | Frore 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 Centers | https://www.techpowerup.com/341958/frore-systems-introduces-liquidjet-coldplate-for-ai-data-centers |
2025-10-16T08:45:42+00:00 | ASUS Republic of Gamers、Azoth 96 HEキーボードも発表 | ASUS Republic of Gamers Also Announces the Azoth 96 HE Keyboard | https://www.techpowerup.com/341957/asus-republic-of-gamers-also-announces-the-azoth-96-he-keyboard |
2025-10-16T08:42:36+00:00 | Sharkoon、SKILLER SGP35マウスパッドを発売 | Sharkoon Launches SKILLER SGP35 Mouse Mats | https://www.techpowerup.com/341956/sharkoon-launches-skiller-sgp35-mouse-mats |
2025-10-16T08:42:29+00:00 | ASUS 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 Keyboard | https://www.techpowerup.com/341955/asus-rog-announces-the-falchion-ace-hfx-zywoo-edition-gaming-keyboard |
2025-10-16T08:18:37+00:00 | TSMC、N2の量産を年末までに開始へ | TSMC to Begin N2 Volume Production Before Year-End | https://www.techpowerup.com/341954/tsmc-to-begin-n2-volume-production-before-year-end |
2025-10-16T07:54:39+00:00 | TSMC、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% QoQ | https://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+00:00 | PowerColor、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 XT | https://www.techpowerup.com/341952/powercolor-introduces-new-reva-gpu-series-with-hellhound-rx-9070-xt |
2025-10-16T07:16:30+00:00 | AMI、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 CPU | https://www.techpowerup.com/341951/ami-joins-fujitsu-to-deliver-next-gen-arm-based-fujitsu-monaka-cpu |
2025-10-16T07:03:34+00:00 | MSI、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 Builder | https://www.techpowerup.com/341949/msi-teams-up-with-maiagent-leveraging-aws-services-to-launch-the-ez-pc-builder |
2025-10-16T07:02:12+00:00 | MSI 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 Available | https://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 PC | https://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/ |
2025-10-16 | PA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/ |
2025-10-16 | BAW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/ |
2025-10-15 | TSMC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 Era | https://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, Optimization | https://www.eetasia.com/analog-devices-tools-help-streamline-power-management-design-optimization/ |
2025-10-16 | NVIDIA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 Spark | https://www.eetasia.com/nvidia-partners-with-mediatek-on-gb10-superchip-in-dgx-spark/ |
2025-10-16 | VeriSiliconがPixelworksの上海半導体子会社を買収へ | VeriSilicon to Acquire Pixelworks Shanghai Semiconductor Subsidiary | https://www.eetasia.com/verisilicon-to-acquire-pixelworks-shanghai-semiconductor-subsidiary/ |
2025-10-15 | Ferri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 Solutions | https://www.eetasia.com/empowering-humanoid-robots-with-ferri-embedded-storage-solutions/ |
2025-10-15 | OCP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 Ecosystem | https://www.eetasia.com/ocp-expands-open-chiplet-economy-ecosystem/ |
2025-10-15 | Siemens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 Workflows | https://www.eetasia.com/siemens-and-ase-collaborating-on-innovator3d-ic-driven-3dblox-workflows/ |
2025-10-15 | 2025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 2025 | https://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 Security | https://www.eetasia.com/industry-needs-new-regulations-on-iot-security/ |
EETimes India | |||
2025-10-15 | 3M、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 Consortium | https://www.eetindia.co.in/3m-joins-next-gen-chip-packaging-consortium/ |
2025-10-15 | Muse Semiconductorの買収がGSMEのグローバル展開を強化 | Muse Semiconductor Acquisition Strengthens GSME’s Global Reach | https://www.eetindia.co.in/muse-semiconductor-acquisition-strengthens-gsmes-global-reach/ |
2025-10-15 | ShunYun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 Partnership | https://www.eetindia.co.in/shunyun-and-newphotonics-ink-photonic-chip-manufacturing-partnership/ |
2025-10-15 | NXP 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 AI | https://www.eetindia.co.in/nxp-indias-hitesh-garg-discusses-automotive-electronics-edge-ai/ |
ZDNET Korea | |||
2025-10-17 | KTC、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’ 착공 | https://www.zdnet.co.kr/20251017013205” title=” |
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2025-10-16 | 「モバイル身分証、国家コンピュータネットワーク大混乱の中でも動じず作動」 | “모바일 신분증, 국가 전산망 대란에도 끄떡없이 작동” | https://www.zdnet.co.kr/20251016175224” title=” |
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2025-10-16 | オラクルのカラン・バタ副社長「AIインフラ競争では、速度より柔軟性が鍵」 | 오라클 카란 바타 부사장 “AI 인프라 경쟁, 속도보다 유연성이 핵심” | https://www.zdnet.co.kr/20251016195249” title=” |
2025-10-16 | オラクル「産業にやさしいAIで顧客と共に成長」…全方位におけるAI内在化を加速 | 오라클 “산업 친화적 AI로 고객과 공동 성장”…전방위 AI 내재화 가속 | https://www.zdnet.co.kr/20251016185654” title=” |
中央日報 | |||
2025-10-17 | [単独]先端人材1000名を招くと言われたのに…『トップティアビザ』これまで3名のみ | [단독]첨단인재 1000명 모신다더니…'톱티어 비자' 지금까지 3명뿐 | https://www.joongang.co.kr/article/25374511 |
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2025-10-17 | 韓・日・台湾の企業総裁たち、週末『トランプ別荘』でのゴルフ会談…関税交渉支援に注目 | 한·일·대만 기업 총수들, 주말 ‘트럼프 별장’ 골프회동…관세협상 지원 주목 | https://www.joongang.co.kr/article/25374493 |
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BAIDU | |||
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