TOC
Main News
- NVIDIA CEO Says “Temporary Farewell” to Chinese AI Market, Says Market Share Plunged NVIDIA CEO Jensen Huang reportedly said that the company’s market share in the Chinese AI market has dropped from 95% to 0%. The statement suggests that the U.S. government’s tightening of restrictions on exports of AI-related semiconductors to China has had a dramatic impact on NVIDIA’s Chinese operations, effectively withdrawing the company from a market that has been one of its main sources of revenue.
- Memory Chip Prices Herald New Super Cycle Memory chip prices are reportedly rising, a sign that a new super cycle is on the horizon. This market trend will have a significant impact on the future demand and earnings of major memory manufacturers such as Samsung, SK Hynix, and Micron, which are expecting a strong market recovery in anticipation of increased demand in 2025.
- Micron Withdraws from Chinese Server Chip Market, Accelerating U.S.-China Decoupling Micron has reportedly withdrawn from the Chinese server chip market, which is seen as a sign that the G2 chip decoupling between the U.S. and China is accelerating. This withdrawal is expected to benefit Samsung, SK Hynix, and local Chinese manufacturers as they gain market share in the Chinese market. This move also parallels moves by Microsoft and others to move hardware production out of China.
- TSMC Advances 2nm Manufacturing Plans in Arizona TSMC is moving ahead of schedule with plans to introduce 2nm (nanometer) manufacturing technology in Arizona, U.S. TSMC is deepening its presence through advanced packaging expansion in the U.S. with an eye on AI growth, and the CEO has more than $16.5 billion He also hinted at the possibility of further expansion beyond investment commitments.
- Apple Announces M5 Ch ip with 30% Increased Memory Bandwidth Apple has announced the M5 chip with 30% increased memory bandwidth and enhanced NPU. The M5 chip outperforms the Snapdragon X2 Elite in early single-threaded benchmarks and is extremely capable compared to the workstation-class M1 Ultra, with less than a 5% difference in multi-core performance with half the number of CPU cores. The Snapdragon X2 Elite is a very high performance machine.
- Samsung Targets 3TB/s HBM4E as Nvidia Accelerates Competition As Nvidia accelerates the bandwidth race, Samsung is developing HBM4E (High Bandwidth Memory) with a bandwidth of 3TB/s. Samsung’s HBM 4E is expected to deliver 3.25 TB/s bandwidth, which is approximately 2.5 times faster than existing HBM3E and is expected to dramatically increase AI computing power.
- Intel’s 18A Process Draws Industry Hopes, Microsoft Reportedly Wins Order Intel’s 18A process technology is drawing high hopes from the industry, and Intel Foundry has reportedly won an order to manufacture Microsoft’s next-generation AI accelerator, Maia 2, using the 18A process. Intel Foundry has reportedly received an order to manufacture Microsoft’s next-generation AI accelerator, Maia 2, using the 18A process. This indicates that Intel is regaining its competitive edge at the leading-edge node and strengthening its partnerships with major hyperscalers.
- Intel to Raise Prices of Some Chips by up to 20% in Overseas Markets, Including Asia Intel will reportedly raise prices by up to 20% in overseas markets for several generations of its latest chips, including the Intel 7-based Raptor Lake and Alder Lake. This price increase is expected to have a particularly large impact on Asian markets and could affect the entire PC component market.
- Microsoft to Move Majority of Laptop and Server Production Out of China Microsoft reportedly intends to move the majority of its laptop and server production out of China as early as 2026. This is a move to reduce dependence on China in the technology supply chain and address geopolitical risks, and along with Micron’s alleged withdrawal, it confirms the decoupling trend between the US and China.
- Apple Plans First Touchscreen MacBook Pro After Late 2026 Apple reportedly plans to launch its first touchscreen MacBook Pro in late 2026 or early 2027 as a major change in its Mac product line. This first OLED MacBook Pro is expected to eliminate the notch and upgrade to a new M6 chipset, but could come with a significant premium pricing.
News List
| 投稿日 | 日本語タイトル | 原語タイトル | 記事URL |
|---|---|---|---|
| DIGITIMES | |||
| Oct 17, 15:30 | TSMC熊本工場の遅延を受け、台湾サプライヤーがMicronへ転換 | Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays | https://www.digitimes.com/news/a20251017PD208/tsmc-kumamoto-micron-expansion-wafer.html |
| Oct 17, 15:02 | メモリチップ価格が新たなスーパーサイクルの到来を告げる | Memory chip prices signal onset of a new supercycle | https://www.digitimes.com/news/a20251016VL206/samsung-sk-hynix-2025-demand-micron.html |
| Oct 17, 10:45 | 解説：AIへの楽観論にもかかわらず、TSMC会長は慎重な姿勢を崩さず | Commentary: TSMC chairman adopts cautious tone despite AI optimism | https://www.digitimes.com/news/a20251017PD210/tsmc-c.-c.-wei-ic-manufacturing-expansion-ai-2025.html |
| Oct 17, 09:38 | 中国の50-50チップ方程式：Nexperiaの凍結から新たなAIサプライチェーンの秩序へ | China’s 50-50 chip equation: From Nexperia’s freeze to a new AI supply order | https://www.digitimes.com/news/a20251017PD201/nexperia-china-dutch-government-manufacturing-localization.html |
| Oct 17, 06:55 | GlobalWafersがイタリアでFab300を稼働、欧州の半導体自律性を強化 | GlobalWafers launches Fab300 in Italy, boosting Europe’s semiconductor autonomy | https://www.digitimes.com/news/a20251017PD200/globalwafers-europe-italy-12-inch-fab.html |
| Oct 17, 16:35 | Apple、メモリ帯域幅30%向上、NPUを強化したM5チップを発表 | Apple releases M5 chip with 30% higher memory bandwidth and enhanced NPU | https://www.digitimes.com/news/a20251017PD236/apple-bandwidth-npu-macbook-ipad.html |
| Oct 17, 16:30 | Micronの中国撤退疑惑がG2チップデカップリング加速の兆候に | Micron’s alleged China exit signals accelerating G2 chip decoupling | https://www.digitimes.com/news/a20251017VL204/micron-revenue-chips-ban-data.html |
| Oct 17, 16:11 | 新たなBIS規制によりWingtechはNexperiaの株式削減を余儀なくされる可能性 | New BIS rules may force Wingtech to cut Nexperia stake | https://www.digitimes.com/news/a20251016PD206/nexperia-wingtech-dutch-government-security.html |
| Oct 17, 15:50 | AI、HPC、メモリ、新デバイスが台湾PCBメーカーの繁忙期成長を牽引 | AI, HPC, memory, and new devices drive Taiwan PCB makers to peak season growth | https://www.digitimes.com/news/a20251016PD218/hpc-growth-taiwan-pcb-revenue.html |
| Oct 17, 15:48 | Airoha、MediaTek Wi-Fiチップを活用しグローバル通信市場へ多角化 | Airoha leverages MediaTek Wi-Fi chips to diversify into global telecom market | https://www.digitimes.com/news/a20251016PD211/telecom-market-mediatek-airoha-technology-chips.html |
| Oct 17, 15:21 | Nvidiaが帯域幅競争を加速させる中、Samsungは3TB/s HBM4Eを目標に | Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race | https://www.digitimes.com/news/a20251015PD236/bandwidth-samsung-nvidia-hbm-hbm4.html |
| Oct 17, 15:12 | ロードボード不足の中、台湾PCBメーカーが半導体需要を捉える | Taiwan PCB makers seize semiconductor opportunity amid load board shortage | https://www.digitimes.com/news/a20251015PD231/pcb-market-taiwan-testing-demand.html |
| Oct 17, 14:15 | Rebellions、Arm Total Designに参加し次世代AIインフラを推進 | Rebellions joins Arm Total Design to advance next-gen AI infrastructure | https://www.digitimes.com/news/a20251017VL203/ai-inference-chips-south-korea-startup-arm.html |
| Oct 17, 12:41 | Teslaの韓国進出はSamsungとの半導体提携深化を示唆 | Tesla’s South Korea move points to deepening semiconductor alliance with Samsung | https://www.digitimes.com/news/a20251017PD221/tesla-samsung-automotive-chip-fab-south-korea.html |
| Oct 17, 11:04 | ASML、関税にもかかわらず中国とTSMCからの受注に支えられ好調を維持 | ASML stands strong despite tariffs, fueled by China and TSMC orders | https://www.digitimes.com/news/a20251017PD207/asml-semiconductors-equipment-taiwan-tsmc-china-2025.html |
| Oct 17, 10:06 | TSMC、米国での先進パッケージング拡大で存在感を深め、AI成長を見据える | TSMC deepens US footprint with advanced packaging expansion, eyes AI growth | https://www.digitimes.com/news/a20251017PD202/tsmc-packaging-expansion-growth-demand.html |
| wccftech | |||
| 2025-10-18 | 「Battlefield 6」のEU発売売上が「Call of Duty: Black Ops 6」のEUローンチを上回る | EU Launch Sales for Battlefield 6 Beat Call of Duty: Black Ops 6’s EU Launch | https://wccftech.com/battlefield-6-eu-launch-sales-beat-call-of-duty-black-ops-6-eu-launch-sales/ |
| 2025-10-18 | NVIDIA CEO ジェンスン・フアン氏、中国AI市場に「一時的な別れ」を告げ「市場シェアが95%から0%に落ちた」と発言 | “Our Market Share Dropped From 95% to 0%,” Says NVIDIA CEO Jensen Huang in a ‘Temporary Goodbye’ to China’s AI Market | https://wccftech.com/our-market-share-dropped-from-95-to-0-in-china-says-nvidia-ceo/ |
| 2025-10-18 | Intelの18Aプロセスが業界から大きな期待を集める、Microsoftも採用を検討中との噂 | Intel’s 18A Process Witnesses Massive Optimism From The Industry, With Microsoft Now Rumored To Be In-Line For Adoption | https://wccftech.com/intel-18A-process-witnesses-massive-optimism-from-the-industry/ |
| 2025-10-18 | Synopsys、TSMCの最先端N2PノードでLPDDR6 IPの「シリコン立ち上げ」を発表、帯域幅は驚異の86 GB/sに達する | Synopsys Unveils ‘Silicon Bring-Up’ of LPDDR6 IP On TSMC’s Cutting-Edge N2P Node, Reaching Bandwidth Up to a Whopping 86 GB/s | https://wccftech.com/synopsys-unveils-silicon-bring-up-of-lpddr6-ip-on-tsmc-n2p-node/ |
| 2025-10-18 | LIAN Li、ケーブルマネジメントを真剣に考えすぎ？面ファスナー付きRB PSUシリーズを発表 | LIAN Li Took Cable Management Too Seriously; Introduces RB PSU Series With Velcro Straps | https://wccftech.com/lian-li-launches-rgb-series-psus-with-cable-management/ |
| 2025-10-18 | 『Assetto Corsa Rally』が発表、今年11月にPC向け早期アクセスで発売 | Assetto Corsa Rally Revealed, Launches in Early Access on PC This November | https://wccftech.com/assetto-corsa-rally-revealed-launches-early-access-november-2025/ |
| 2025-10-18 | iPhone Air、中国でAppleの薄型フラッグシップが完売したにもかかわらず、販売不振で生産予測が100万台下方修正 | iPhone Air Production Forecast Lowered By 1 Million Units Due To Poor Sales, Despite Apple’s Slim Flagship Selling Out In China | https://wccftech.com/iphone-air-production-forecast-lowered-due-to-poor-sales/ |
| 2025-10-18 | 『Demon’s Souls Remake』の省電力モードは、PlayStation携帯機が提供しうるものの一端を示唆しているかもしれない | Demon’s Souls Remake On Power Saver Mode May Be A Glimpse Into What The PlayStation Handheld Could Deliver | https://wccftech.com/demons-souls-remake-power-savermode-playstation-handheld/ |
| 2025-10-18 | 『アサシン クリード』シリーズの元ボスが「自ら去ったのではない、Ubisoftに退くよう求められた」と釈明 | Former Assassin’s Creed Series Boss Clarifies He Didn’t Choose to Leave,”Ubisoft Asked Me to Step Aside” | https://wccftech.com/former-assassins-creed-series-boss-didnt-choose-to-leave-ubisoft-asked-me-to-step-aside/ |
| 2025-10-18 | Team Group、シーケンシャルリード速度14,900 MB/sを達成するT-Force Z54E PCIe 5.0 SSDを発表 | Team Group Debuts T-Force Z54E PCIe 5.0 SSD, Reaching A Staggering 14,900 MB/s Sequential Read Speed | https://wccftech.com/team-group-debuts-t-force-z54e-pcie-5-0-ssd/ |
| 2025-10-18 | Keeper レビュー – 光を当てる | Keeper Review – Shine a light | https://wccftech.com/review/keeper-review-shine-a-light/ |
| 2025-10-17 | 『Marvel Rivals』、10月23日にゾンビテーマのPvEモードを実装へ | Marvel Rivals to Get Zombies-Themed PvE Mode on October 23 | https://wccftech.com/marvel-rivals-get-zombies-themed-pve-mode-october-23/ |
| 2025-10-17 | PlayStationの『Horizon Zero Dawn』映画、2026年撮影開始、2027年公開予定 | PlayStation’s Horizon Zero Dawn Movie Is Set to Start Filming in 2026, Released by 2027 | https://wccftech.com/horizon-zero-dawn-movie-set-to-film-2026-released-2027-sony-playstation/ |
| 2025-10-17 | Appleの折りたたみ式iPhone、複雑なヒンジとディスプレイの課題が開発を遅らせ、2027年まで延期される可能性 | Apple’s Foldable iPhone Could Face Delay Until 2027 As Complex Hinge And Display Challenges Slow Development Progress | https://wccftech.com/foldable-iphone-delayed-2027-apple-design-challenges/ |
| 2025-10-17 | Apple、7億5000万ドルの契約でF1レースの米国独占放送権を獲得 | Apple Secures Exclusive US Broadcasting Rights To The Formula 1 (F1) Races In A $750 Million Deal | https://wccftech.com/apple-secures-exclusive-us-broadcasting-rights-to-the-formula-1-f1-races-in-a-750-million-deal/ |
| 2025-10-17 | EA、『Battlefield 6 Portal』のXP稼ぎを厳しく取り締まりつつ、マッチでの獲得XPを増加 [更新] | EA Is Clamping Down on Battlefield 6 Portal XP Farms While Increasing XP Gained in Matches [Update] | https://wccftech.com/ea-clamping-down-battlefield-6-xp-farms-portal-increasing-xp-gained-in-matches/ |
| 2025-10-17 | AppleのM5はワークステーションクラスのM1 Ultraに匹敵する速さ。CPUコア数が半分ながらマルチコア性能で5%未満の差 | Apple’s M5 Is Almost As Fast As A Workstation-Class M1 Ultra; Less Than 5% Slower In Multi-Core Performance With Half The Number Of CPU Cores | https://wccftech.com/apple-m5-only-5-percent-slower-than-m1-ultra-in-multi-core-performance/ |
| 2025-10-17 | 『Vampire: The Masquerade – Bloodlines 2』レビュー – かなりムラがあるが、それでも一見の価値あり | Vampire: The Masquerade – Bloodlines 2 Review – Greatly Uneven But Still Worth a Look | https://wccftech.com/review/vampire-the-masquerade-bloodlines-2-greatly-uneven-but-still-worth-a-look/ |
| 2025-10-17 | iPhone Airが中国で完売する一方、SamsungのGalaxy S25 Edgeは全く逆の動きを見せる | iPhone Air Sells Out In China, While Samsung’s Galaxy S25 Edge Has Taken The Completely Opposite Trajectory | https://wccftech.com/iphone-air-sells-out-in-china/ |
| 2025-10-17 | MAXSUN、Terminator B850 BKB WiFiマザーボードを発表、AM5プラットフォームにバック・スロットGPU機能をもたらす | MAXSUN Introduces Terminator B850 BKB WiFi Motherboard, Bringing Back-Slot GPU Feature On AM5 Platform | https://wccftech.com/maxsun-introduces-b850-bkb-motherboard-bringing-back-slot-gpu/ |
| 2025-10-17 | Samsung、まもなくGalaxy Z TriFoldを発表へ | Samsung Is Now On The Cusp Of Revealing Its Galaxy Z TriFold | https://wccftech.com/samsung-is-now-on-the-cusp-of-revealing-its-galaxy-z-trifold/ |
| 2025-10-17 | 新しいドラゴンボールゲームプロジェクトが2025年1月に発表予定 | New Dragon Ball Game Project To Be Revealed In January 2025 | https://wccftech.com/new-dragon-ball-game-project-to-be-revealed-in-january-2025/ |
| 2025-10-17 | 『ディアブロ IV』PTR、シーズン11に先立ちアイテム化、モンスター戦闘、進行の大きな核となる変更をテスト | Diablo IV PTR Tests Big Core Changes to Itemization, Monster Combat, and Progression Ahead of Season 11 | https://wccftech.com/diablo-iv-ptr-tests-big-core-changes-itemization-monster-combat-progression/ |
| 2025-10-17 | AppleのM5、新しいiPad ProとMacBook Pro間でクロック速度のばらつきにより最大9%の性能差、より深いチップ選別を示唆 | Apple’s M5 Has Up To A 9% Performance Difference Between New iPad Pro And MacBook Pro Due To Clock Speed Variations, Hinting At Deeper Chip-Binning | https://wccftech.com/m5-in-new-ipad-pro-and-macbook-pro-up-to-9-difference-due-to-clock-speed-variation/ |
| 2025-10-17 | 『サイレントヒル2 リメイク』が250万本以上を販売し、シリーズ累計販売本数は1000万本を突破 | The Silent Hill 2 Remake Has Sold Over 2.5 Million Units and the Series Surpassed 10 Million | https://wccftech.com/the-silent-hill-2-remake-has-sold-over-2-5-million-units/ |
| 2025-10-17 | M5 MacBook Air、2026年春に登場。AppleはM5 Mac StudioとMac Miniの開発でシリコンラインナップを拡大 | M5 MacBook Air Coming Spring 2026 As Apple Expands Its Silicon Lineup With M5 Mac Studio And Mac Mini In Development | https://wccftech.com/m5-macbook-air-coming-spring-2026-as-apple-expands-its-silicon-lineup-with-m5-mac-studio-and-mac-mini-in-development/ |
| 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チップセットを搭載するが、大幅なプレミアム価格に | 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、将来のMacへのFace ID導入を検討中と報じられるが、この機能の実現には期待し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の世界初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をリード、『Hollow Knight Silksong』はトップ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、3.25 TB/sの帯域幅を実現へ。HBM3Eの約2.5倍高速で、AIコンピューティングを新たなレベルへ推進 | 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』のイヤー1コンテンツとキャンペーンをゲームプレイドープダイブで発表 | 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の最高級デザインでAMD X3Dがさらに高速化 | 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/ |
| 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 | |||
| 2025-10-17 | 10月11日～10月17日の注目半導体ニュース – 蘭政府がNexperiaの経営に介入、日本ではテクセンドが上場 | https://news.mynavi.jp/techplus/article/20251017-3559380/ | |
| 2025-10-17 | CMOSセンサーのしくみ・技術のふしぎ 第4回 産業用イメージセンサの役割とは? ソニー技術者に聞く技術革新と社会貢献 | https://news.mynavi.jp/techplus/article/Fundamentals-of-CMOS-Sensors-4/ | |
| 2025-10-17 | imec、独ハイルブロンに自動車向けチップレット研究拠点を開設 | https://news.mynavi.jp/techplus/article/20251017-3559131/ | |
| 2025-10-17 | imecの車載チップレット研究プログラム「ACP」に新たにGFやティアフォーなど5社が参画 | https://news.mynavi.jp/techplus/article/20251017-3559073/ | |
| 2025-10-17 | コアスタッフがNordicと代理店契約を締結、低消費電力無線半導体/モジュールの取り扱いを開始 | https://news.mynavi.jp/techplus/article/20251017-3558995/ | |
| 2025-10-17 | リックス、2.5D/3D実装対応の次世代フラックス洗浄装置を開発 | https://news.mynavi.jp/techplus/article/20251017-3558947/ | |
| 2025-10-17 | 富士フイルム、半導体製造などの熱プレスに対応した圧力測定フィルムを発売 | https://news.mynavi.jp/techplus/article/20251017-3558894/ | |
| 2025-10-17 | 高速なエッジAI、スマート白杖、そして自動車まで支えるTDK – CEATEC 2025 | https://news.mynavi.jp/techplus/article/20251017-3558621/ | |
| 2025-10-17 | TSMCの2025年第3四半期売上高は四半期別で過去最高を更新、熊本第2工場は建設を開始 | https://news.mynavi.jp/techplus/article/20251017-3558543/ | |
| TrendForce | |||
| 2025-10-17 | マイクロン、中国サーバーチップ市場から撤退報道。サムスン、SKハイニックス、および地元メーカーが恩恵を受ける見込み。 | Micron Reportedly Exits China Server Chips; Samsung, SK hynix, and Local Makers Stand to Gain | https://www.trendforce.com/news/2025/10/17/news-micron-reportedly-exits-china-server-chips-samsung-sk-hynix-and-local-makers-stand-to-gain/ |
| 2025-10-17 | アップル、初のタッチスクリーンMacBook Proを2026年後半または2027年前半に計画と報道。 | Apple Reportedly Plans First Touch-Screen MacBook Pro for Late 2026 or Early 2027 | https://www.trendforce.com/news/2025/10/17/news-apple-reportedly-plans-first-touch-screen-macbook-pro-launch-expected-in-late-2026-or-early-2027/ |
| 2025-10-17 | インテル、Intel 7ベースのRaptor LakeおよびAlder Lakeの価格を最大20%値上げと報道。アジア市場に大きな影響。 | Intel Reportedly Raises Prices Up to 20% for Intel 7-Based Raptor Lake, Alder Lake; Asia Market Hit Hard | https://www.trendforce.com/news/2025/10/17/news-intel-reportedly-raises-prices-up-to-20-for-intel-7-based-raptor-lake-alder-lake-asia-market-hit-hard/ |
| 2025-10-17 | マイクロソフト、ノートPCおよびサーバー生産の大部分を2026年にも中国外へ移管と報道。 | Microsoft Reportedly Moving Most Laptop and Server Production Outside China as Early as 2026 | https://www.trendforce.com/news/2025/10/17/news-microsoft-reportedly-moving-most-laptop-and-server-production-outside-china-as-early-as-2026/ |
| 2025-10-17 | メモリ大手のHBM注力が2026年までのDRAM成長を抑制する可能性。台湾企業はDDR4を強化。 | Memory Giants’ HBM Focus Could Limit DRAM Growth Through 2026; Taiwan Firms Boost DDR4 | https://www.trendforce.com/news/2025/10/17/news-memory-giants-hbm-focus-could-limit-dram-growth-through-2026-taiwan-firms-boost-ddr4/ |
| Semiconductor Digest | |||
| 6 hours ago | KAISTがTransformerの知能とMambaの効率を組み合わせたAI半導体脳を開発 | KAIST Develops an AI Semiconductor Brain Combining Transformer’s Intelligence and Mamba’s Efficiency | https://www.semiconductor-digest.com/kaist-develops-an-ai-semiconductor-brain-combining-transformers-intelligence-and-mambas-efficiency/ |
| 6 hours ago | 科学者たちが大面積エレクトロニクス向け半導体トランジスタの積層で記録を更新 | Scientists Smash Record in Stacking Semiconductor Transistors for Large-Area Electronics | https://www.semiconductor-digest.com/scientists-smash-record-in-stacking-semiconductor-transistors-for-large-area-electronics/ |
| 6 hours ago | 東テキサスの2つの陪審団がサムスンに合計5億2400万ドルの特許侵害賠償金を命じる判決を下す | Two East Texas Juries Determine Samsung Owes a Combined $524 Million in Patent Infringement Verdicts | https://www.semiconductor-digest.com/two-east-texas-juries-determine-samsung-owes-a-combined-524-million-in-patent-infringement-verdicts/ |
| 6 hours ago | SiTime、ガネーシュ・ムーシー氏を取締役会に任命 | SiTime Appoints Ganesh Moorthy to Board of Directors | https://www.semiconductor-digest.com/sitime-appoints-ganesh-moorthy-to-board-of-directors/ |
| 日本経済新聞 | |||
| 2025-10-18 | 文化勲章・功労者の業績 2025年度 | https://www.nikkei.com/article/DGXZQOUD175LF0X11C25A0000000/ | |
| 2025-10-18 | 王貞治氏ら8人に文化勲章 功労者に坂茂氏ら | https://www.nikkei.com/article/DGXZQOUD154IP0V11C25A0000000/ | |
| 2025-10-18 | サイト訪問激減､｢コンテンツに対価を｣ 米クラウドフレアCEO | https://www.nikkei.com/article/DGXZQOUC1616R0W5A011C2000000/ | |
| 2025-10-18 | 中国の未来は買えるのか 20日から次期5カ年計画を議論 | https://www.nikkei.com/article/DGXZQOFL171GITX11C25A0000000/ | |
| 2025-10-18 | BMW、中国系企業のオランダ政府管理下で「供給リスク」 | https://www.nikkei.com/article/DGXZQOGR16CJ50W5A011C2000000/ | |
| 2025-10-18 | 分断と摩擦のG20、「力の支配」あらがえず 成長鈍化に向かう世界 | https://www.nikkei.com/article/DGXZQOUA16CAT0W5A011C2000000/ | |
| 2025-10-18 | 財界トップの初外遊 30年目のWTOに期待する自由貿易の「保護」 | https://www.nikkei.com/article/DGXZQOUA06AT80W5A001C2000000/ | |
| 2025-10-18 | 日銀、山梨の10月景気判断据え置き「緩やかに持ち直し」 | https://www.nikkei.com/article/DGXZQOCC177UD0X11C25A0000000/ | |
| 2025-10-18 | 製造業の研究開発費比率が4年ぶり上昇 武田16%、ソニーGは6% | https://www.nikkei.com/article/DGXZQOTG0167K0R01C25A0000000/ | |
| 2025-10-18 | 海外勢が日本株1兆586億円買い越し 10月第2週「高市トレード」演出 | https://www.nikkei.com/article/DGXZQOUB173XU0X11C25A0000000/ | |
| ダイヤモンドオンライン | |||
| Oct 17 20:25 | 高市経済政策「強い経済」成功の鍵、供給力強化と実質賃金引き上げを実現できるか | https://diamond.jp/articles/-/375041 | |
| 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 | |
| Tom’s Hardware | |||
| 2025-10-17 22:07 | Apple M5チップ、初期のシングルスレッドベンチマークでSnapdragon X2 Eliteを圧倒 | Apple M5 chip smashes Snapdragon X2 Elite in early single-thread benchmarks | https://www.tomshardware.com/pc-components/cpus/apple-m5-chip-smashes-snapdragon-x2-elite-in-early-single-thread-benchmarks-single-core-scores-rival-intels-core-ultra-9-285k-and-beat-amds-9950x3d-teasing-multi-core-potential-of-future-variants |
| 2025-10-17 21:01 | TSMC、アリゾナでの2nm生産計画を前倒し | TSMC moves up 2nm production plans in Arizona | https://www.tomshardware.com/tech-industry/tsmc-moves-up-2nm-production-plans-in-arizona-ceo-also-hints-at-further-site-expansion-beyond-usd165-billion-commitment |
| 2025-10-17 20:50 | Amazon、AI需要に対応するため960メガワットのモジュール式原子力発電計画を発表 | Amazon reveals 960 megawatt modular nuclear reactor power plans to cope with AI demand | https://www.tomshardware.com/tech-industry/amazon-unveils-plans-for-modular-nuclear-plant-in-washington |
| 2025-10-17 18:00 | 指をマウスに変えるスマートリング「Prolo Ring」究極のマクロを目指す | This smart ring transforms your finger into a mouse – Prolo Ring aims to become the ultimate macro | https://www.tomshardware.com/peripherals/wearable-tech/give-your-mouse-the-finger-with-this-wild-cursor-control-ring-prolo-ring-hits-kickstarter-hoping-to-transform-your-finger-into-the-ultimate-macro-and-gesture-device |
| 2025-10-17 18:00 | 新しい1ドル硬貨にスティーブ・ジョブズとCray-1スーパーコンピューターをデザイン | New $1 US coins to feature Steve Jobs and Cray-1 supercomputer | https://www.tomshardware.com/tech-industry/new-us-usd1-coins-to-feature-steve-jobs-and-cray-1-supercomputer-us-mints-2026-american-innovation-program-to-memorialize-computing-history |
| 2025-10-17 03:44 | Razer、Phantom White透明周辺機器コレクションを発表 | Razer Phantom White transparent peripheral collection launches | https://www.tomshardware.com/peripherals/razer-phantom-white-collection-lunches-translucent-gaming-peripherals-include-basilisk-v3-pro-35k-mouse-blackwidow-v4-75-percent-keyboard |
| 2025-10-17 01:46 | Intelの複数の世代の最新チップが海外で最大20%の値上げ | Multiple generations of Intel’s modern chips see price hikes up to 20% overseas | https://www.tomshardware.com/pc-components/cpus/multiple-generations-of-intels-modern-chips-see-price-hikes-up-to-20-percent-overseas-foreign-markets-are-feeling-the-pinch-on-12th-13th-and-14th-gen-chips |
| TechPowerup | |||
| 2025-10-17T17:51:08+00:00 | Valkyrie V360 LCD レビュー | Valkyrie V360 LCD Review | https://www.techpowerup.com/review/valkyrie-v360-lcd-aio-liquid-cpu-cooler/ |
| 2025-10-16T16:26:28+00:00 | Microsoftが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 |
| 2025-10-17T15:24:43+00:00 | iFLYTEKがE-Inkタブレット「AINOTE 2」を発表 | iFLYTEK Launches the AINOTE 2 E-Ink Tablet | https://www.techpowerup.com/342004/iflytek-launches-the-ainote-2-e-ink-tablet |
| 2025-10-17T14:58:50+00:00 | Intel Foundry、MicrosoftからMaia 2アクセラレーター向け18Aプロセス受注と報じられる | Intel Foundry Reportedly Secures 18A Order from Microsoft for Maia 2 Accelerator | https://www.techpowerup.com/342003/intel-foundry-reportedly-secures-18a-order-from-microsoft-for-maia-2-accelerator |
| 2025-10-17T14:01:29+00:00 | Lian Liが高度なケーブル管理機能を備えたRBシリーズPSUを発表 | Lian Li Intros the RB Series PSU with Advanced Cable Management | https://www.techpowerup.com/341999/lian-li-intros-the-rb-series-psu-with-advanced-cable-management |
| 2025-10-17T13:42:30+00:00 | 「Assetto Corsa Rally」が11月13日に早期アクセス開始 | Assetto Corsa Rally Launching in Early Access on November 13 | https://www.techpowerup.com/341998/assetto-corsa-rally-launching-in-early-access-on-november-13 |
| 2025-10-17T12:57:00+00:00 | Stack Social、Office 2021正規版を40ドル未満で提供 | Stack Social Brings Genuine Office 2021 at Under $40 | https://www.techpowerup.com/341826/stack-social-brings-genuine-office-2021-at-under-usd-40 |
| 2025-10-17T12:11:30+00:00 | Fanatec、フラッグシップ「Podiumシリーズ」を発表し、SimRacing Expo 2025で主要パートナーを招致 | Fanatec Unveils Flagship Podium Series and Hosts Major Partners at SimRacing Expo 2025 | https://www.techpowerup.com/341997/fanatec-unveils-flagship-podium-series-and-hosts-major-partners-at-simracing-expo-2025 |
| 2025-10-17T11:37:48+00:00 | MicrosoftとMicron、ハードウェア生産を中国から撤退へ | Microsoft and Micron Hardware Production is Leaving China | https://www.techpowerup.com/341996/microsoft-and-micron-hardware-production-is-leaving-china |
| 2025-10-17T09:47:59+00:00 | TSMC、予定より早くアリゾナ工場にさらに高度な製造技術を導入へ | TSMC to Bring More Advanced Manufacturing to Arizona Plant Ahead of Schedule | https://www.techpowerup.com/341994/tsmc-to-bring-more-advanced-manufacturing-to-arizona-plant-ahead-of-schedule |
| 2025-10-17T08:50:21+00:00 | Microsoft PowerToysに時間帯に基づいた自動ライト/ダークモード切り替え機能が追加 | Microsoft PowerToys Adds Automatic Light/Dark Mode Switching Based on Time of Day | https://www.techpowerup.com/341992/microsoft-powertoys-adds-automatic-light-dark-mode-switching-based-on-time-of-day |
| 2025-10-17T08:26:45+00:00 | HIKSEMI、GITEX 2025でAI搭載ストレージイノベーションを発表 | HIKSEMI Unveils AI-Powered Storage Innovations at GITEX 2025 | https://www.techpowerup.com/341990/hiksemi-unveils-ai-powered-storage-innovations-at-gitex-2025 |
| 2025-10-17T06:40:22+00:00 | Team GroupがT-Force Z54E Gen 5 NVMe SSDを発表 | Team Group Unveils the T-Force Z54E Gen 5 NVMe SSD | https://www.techpowerup.com/341988/team-group-unveils-the-t-force-z54e-gen-5-nvme-ssd |
| EETimes Taiwan | |||
| 2025-10-17 | 自社開発チップとNvidiaとの協力強化 OpenAIが二本柱の戦略でAI演算力拡大へ | 自研晶片、深化Nvidia合作 OpenAI雙軌佈局AI算力版圖 | https://www.eettaiwan.com/20251017nt01-custom-chips-nvidia-gpus-to-power-openai-s-growth-plans/ |
| 2025-10-17 | Gigascale計算の加速 Nvidiaが次世代AI工場の青写真を公開 | 加速Gigascale運算 Nvidia揭示下一代AI工廠藍圖 | https://www.eettaiwan.com/20251017nt01-nvidia-reveals-next-gen-ai-factory-blueprint-for-gigascale-computing/ |
| 2025-10-17 | 統一アプリケーションプラットフォームが後押し 電源設計の苦労が軽減される | 統一應用平台助陣 電源設計不再絞盡腦汁 | https://www.eettaiwan.com/20251017nt12-power-design-is-no-longer-a-hassle/ |
| 2025-10-17 | シスコ：AI対応企業が業界をリードし価値を実現 | 思科：AI就緒企業領先同業實現價值 | https://www.eettaiwan.com/20251017nt21-ai-ready-enterprises-realize-value/ |
| 2025-10-17 | TIE2025：研究と産業を結び、スマートロボットが新たな道を切り拓く | TIE2025：鏈結科研與產業 智慧機器人開啟新賽道 | https://www.eettaiwan.com/20251017nt22-nstc-smart-robots-bridge-research-and-industry-at-tie2025/ |
| 2025-10-16 | スマートシティ環境で直面するドローンの課題 | 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の新たな用途を探る：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解説：Wi-Fi 6EとWi-Fi 7のカギ | 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 | AI推論需要により近線ハードディスクが品薄に QLC SSDが勢いを見せる | 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/ |
| 2025-10-16 | 経済部産業技術司が65の先端技術をTIE2025で紹介 | 經濟部產業技術司65項科技TIE登場 | https://www.eettaiwan.com/20251016nt22-moea-showcases-65-cutting-edge-technologies-at-tie2025/ |
| EETimes Asia | |||
| 2025-10-16 | シリコンボックスが示す、PLPがAI・HPC時代に対応する準備が整っていること | 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 | Analog Devicesのツールが電源管理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、DGX Spark向けGB10スーパーチップ開発でMediaTekと提携 | 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、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/ |
| EETimes India | |||
| ZDNET Korea | |||
| 2025-10-18 | ガラクシーS26プロ、カメラ仕様は前作と同一 | “갤럭시S26 프로, 카메라 사양은 전작과 동일” | https://www.zdnet.co.kr/20251017165915%22%20title=%22 |
| 2025-10-18 | スティーブ・ジョブズの刻印が入ったコイン、こうして登場 | 스티브 잡스 새긴 동전, 이렇게 나온다 | https://www.zdnet.co.kr/20251017150458%22%20title=%22 |
| 2025-10-17 | サムスン家の三母娘、サムスン電子株1.7兆ウォンを売却 | 삼성가 세 모녀, 삼성전자 주식 1.7조원 처분 | https://www.zdnet.co.kr/20251017194938%22%20title=%22 |
| 2025-10-17 | アップルペイも「K-パス」を採用…ティマネー、対応拡大を予告 | 애플페이도 ‘K-패스’ 쓴다…티머니, 지원 확대 예고 | https://www.zdnet.co.kr/20251017185249%22%20title=%22 |
| 2025-10-17 | KAI、『ADEX 2025』で次世代防衛技術を初披露 | KAI, ‘ADEX 2025’서 차세대 방산기술 선봬 | https://www.zdnet.co.kr/20251017190646%22%20title=%22 |
| 2025-10-17 | K-バッテリー、全固体電池の量産体制確保に苦労 | K-배터리, 전고체 배터리 양산성 확보 구슬땀 | https://www.zdnet.co.kr/20251017181558%22%20title=%22 |
| 2025-10-17 | 北朝鮮、ランサムウェア攻撃も外注化…MS「サイバー犯罪がさらに精巧化する」 | 북한, 랜섬웨어 공격도 외주화한다…MS “사이버 범죄 더 정교해진다” | https://www.zdnet.co.kr/20251017180100%22%20title=%22 |
| 2025-10-17 | バンミトンウィ、東南アジア地域の犯罪関連投稿を集中監視 | 방미통위, 동남아 지역 범죄 연관 게시물 집중 모니터링 | https://www.zdnet.co.kr/20251017180120%22%20title=%22 |
| 2025-10-17 | ポスコフューチャーエム、カナダの正極材工場を来年稼働…前駆体の増設は保留 | 포스코퓨처엠, 캐나다 양극재 공장 내년 가동…전구체 증설은 보류 | https://www.zdnet.co.kr/20251017171631%22%20title=%22 |
| 2025-10-17 | [AIは今] 300億ドルを調達したメタ、データセンター投資で借金負担を軽減した秘訣とは？ | [AI는 지금] 300억 달러 조달한 메타, 데이터센터 투자에 빚 부담 덜어낸 비결은? | https://www.zdnet.co.kr/20251017172925%22%20title=%22 |
| 2025-10-17 | オーケストロAGI、オンデバイスAI技術力を証明…公共・産業の安全エコシステムを拡大 | 오케스트로 AGI, 온디바이스 AI 기술력 입증…공공·산업 안전 생태계 확장 | https://www.zdnet.co.kr/20251017171321%22%20title=%22 |
| 2025-10-17 | メタネットティプラットフォーム、スタートアップクラウド市場で頭角を現す…AWS最強パートナーを受賞 | 메타넷티플랫폼, 스타트업 클라우드 시장서 ‘두각’…AWS 최강 파트너 수상 | https://www.zdnet.co.kr/20251017165823%22%20title=%22 |
| 2025-10-17 | アコンソフト、『カクテルアイオ』で新たな出発…AIクラウド時代の先導を目指す | 아콘소프트, ‘칵테일아이오’로 새출발…AI 클라우드 시대 선도 목표 | https://www.zdnet.co.kr/20251017164858%22%20title=%22 |
| 2025-10-17 | 世宗大学、世界上位2%の研究者輩出において非医系総合大学の中で国内トップ | 세종대,세계 최상위 2% 연구자 비의대 종합 대학 중 국내 1위 | https://www.zdnet.co.kr/20251017173047%22%20title=%22 |
| 中央日報 | |||
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