Semiconductor News 20251031

TOC

Main News

  1. Samsung Achieves Highest Profits in Three Years in Memory and Foundry Business es Samsung Electronics posted record earnings in its third quarter 2025 financial results, driven by a surge in demand for memory chips. The results demonstrate the company’s restructuring of its global memory hierarchy, with profits reaching their highest level in three years thanks to strong performance in its memory and foundry businesses. The company is preparing for volume production of next-generation HBM4 memory in 2026 and has already shipped samples to customers.
  2. Nexperia Export Ban Triggers Fears of Car Production Stops in Brazil An export ban on the Nexperia has sent shockwaves through the global supply chain, triggering fears of car production stoppages in Brazil. The effects of this dispute are already materializing, with Honda’s Mexican plant reportedly already shutting down production. Wingtech has also asked the Netherlands to withdraw its acquisition of Nexperia through the Dutch public media. This issue suggests that the impact of the U.S.-China conflict on semiconductor shortages may extend to other areas as well.
  3. Hyperscalers Increase Capex Amid AI Boom As the AI boom continues, hyperscalers (large data center operators) such as Microsoft, Meta, and Alphabet are reportedly increasing their capital expenditures (Capex). This reflects strong demand for AI-related technologies, but also points to potential risks. In addition, the use of inferential AI is driving a structural transformation of storage products and a surge in demand for near-line SSDs.
  4. TSMC Building Four Fabs for 1.4nm Wafers, Mass Production to Begin in Late 2028 TSMC is reportedly building four factories for its next-generation 1.4nm wafers, with mass production to begin in late 2028. According to reports, a single facility alone is expected to generate revenues of $16 billion. This large-scale technology investment is also related to moves by governments in Japan and other countries to make TSMC’s strategy a replicable target in their efforts to strengthen competitiveness in the semiconductor sector.
  5. STATS ChipPAC Targets 600mm Panel-Level Packaging for Next-Generation AI Chips STATS ChipPAC has set 600mm panel-level packaging (PLP) technology as a goal in its roadmap for next-generation AI chips. The company’s CTO stated that increased innovation is the defining factor for the next generation of AI and HPC, and Singapore is also aggressively leveraging advanced packaging technology to capture a US$1 trillion chip market share.
  6. Apple Posts $1.1 Billion Loss in Q4 2025 Due to Tariffs Apple has reported a $1.1 billion loss in the fourth quarter of fiscal year 2025 due to tariffs. In addition, a loss of $1.4 billion is expected in the coming quarters. On the other hand, CEO Tim Cook predicts that the company will have its best December quarter ever, thanks to the contribution of the iPhone 17 series.
  7. GlobalFoundries to Invest EUR 1.1 Billion in Expansion of Dresden Semiconductor Plant GlobalFoundries has announced plans to invest EUR 1.1 billion in the expansion of its semiconductor manufacturing facility in Dresden, Germany. This significant expansion investment is intended to enhance the company’s manufacturing capabilities, including those related to the automotive industry. Prior to this major expansion, GlobalFoundries’ CFO has resigned.
  8. Heads of NVIDIA, Samsung, and Hyundai Hold ‘Chimek Meeting’ in Korea NVIDIA CEO Jensen Hwang visited Korea and held an informal “Chimek (fried chicken and beer) meeting” with Samsung Chairman Lee Jae-yong and Hyundai Motor Chairman Chung Whi-seong. This meeting was held to discuss semiconductors and automobiles in the age of AI. The meeting was noted as a strategic move toward deeper cooperation in the semiconductor and automotive industries in the age of AI. CEO Hwang noted that the Korean market is part of NVIDIA’s 25-year history.
  9. China’s 15th Five-Year Plan Technology Doctrine Could Tilt the Global Industrial Balance China’s 15th Five-Year Plan Technology Doctrine could tilt the global industrial balance, according to analysis. In addition, China has launched the country’s first state-level automotive chip testing platform to promote technology sovereignty. This demonstrates a strong commitment to strengthening domestic production capacity and standardization in key technology areas.
  10. SK Hynix DD R5 Inventory Down to Just Two Weeks SK Hynix reported that its DDR5 inventory is down to just two weeks worth. This indicates that demand in the memory market is extremely strong, and SK hynix’s Q3 2025 financial results show record high sales and profits, driven by rising prices and AI demand. The company is preparing 7200 MT/s DDR5 chips.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Oct 30, 12:04STATS ChipPACのCTO:イノベーションの拡大がAIとHPCの次世代を定義STATS ChipPAC CTO: Scaling innovation defines AI and HPC’s next erahttps://www.digitimes.com/news/a20251030VL212/stats-chippac-hpc-2025-advanced-packaging-packaging.html
Oct 30, 16:03台湾が、AIとチップイノベーションを促進するため、国内IC設計会社への資金提供を承認Taiwan approves funding for local IC design houses to advance AI and chip innovationhttps://www.digitimes.com/news/a20251030PD234/taiwan-ic-design-funding-moea-technology.html
Oct 30, 15:11Samsung、3Q25はグローバルメモリ階層の再構築を示すSamsung 3Q25 marks the reset of the global memory hierarchyhttps://www.digitimes.com/news/a20251030VL214/samsung-sales-hbm3e-demand-2025.html
Oct 30, 10:49中国の第15次五カ年計画技術ドクトリンが世界の産業バランスを傾けるChina’s 15th Five-Year tech doctrine to tilt global industry balancehttps://www.digitimes.com/news/a20251030PD210/china-five-year-plan-industrial-policy-technology.html
Oct 30, 07:00Nexperiaの輸出禁止がブラジルの自動車生産停止の恐れを誘発Nexperia’s export ban sparks Brazil auto shutdown fearshttps://www.digitimes.com/news/a20251029PD227/brazil-nexperia-government-production-automakers.html
Oct 30, 17:23トランプ氏、アジア歴訪をレアアースとテクノロジーの取引で締めくくるTrump concludes Asia tour with rare earth and tech dealshttps://www.digitimes.com/news/a20251030VL220/asia-donald-trump-technology.html
Oct 30, 16:59UMC、特殊プラットフォームと22nmプラットフォームが成長を後押しし、第3四半期の増益を報告UMC reports Q3 gains as specialty and 22nm platforms boost growthhttps://www.digitimes.com/news/a20251030PD224/umc-wafer-shipments-growth-capacity.html
Oct 30, 15:56MXIC会長、9四半期連続の赤字の後、カムバックを誓うMXIC chair vows comeback after ninth straight quarterly losshttps://www.digitimes.com/news/a20251030PD227/mxic-loss-memory-market-chairman.html
Oct 30, 15:51AMEC、強力なエッチングおよび薄膜ツールへの勢いを受け、売上が46%増加を報告AMEC reports 46% sales jump on strong etching, thin-film tool momentumhttps://www.digitimes.com/news/a20251030VL219/amec-etching-thin-film-equipment-growth.html
Oct 30, 14:01シンガポール、1兆米ドル規模のチップ市場のシェア獲得のため、高度パッケージングを活用Singapore leverages advanced packaging to capture share of US$1 trillion chip markethttps://www.digitimes.com/news/a20251030VL213/market-packaging-advanced-packaging-2025.html
Oct 30, 13:55STATS ChipPAC、次世代AIチップ向けロードマップで600mmパネルレベルパッケージングを目標にSTATS ChipPAC targets 600mm panel-level packaging in roadmap for next-generation AI chipshttps://www.digitimes.com/news/a20251030VL216/stats-chippac-singapore-3d-packaging-roadmap-design.html
Oct 30, 12:35「半導体のパラドックス」が次なるチップブームを定義、シンガポールSSIAのディレクターが語る‘Semiconductor paradox’ defines next chip boom, says director of Singapore’s SSIAhttps://www.digitimes.com/news/a20251030VL215/singapore-semiconductors-advanced-packaging-growth-2025.html
Oct 30, 12:25分析:日本の新首相、技術投資の推進でTSMCの戦略を再現目指すAnalysis: Japan’s new PM aims to replicate TSMC playbook with tech investment pushhttps://www.digitimes.com/news/a20251030PD219/japan-government-ai-semiconductors-investment.html
Oct 30, 12:16Hanwha SemitechとHanmi Semiconductor、HBM装置特許紛争をエスカレートHanwha Semitech and Hanmi Semiconductor escalate HBM equipment patent disputehttps://www.digitimes.com/news/a20251030PD228/hanmi-hanwha-hbm-equipment-lawsuit.html
Oct 30, 12:13Wingtech、オランダに対し、オランダの公共メディアを通じてNexperiaの買収を撤回するよう要請Wingtech urges the Netherlands to reverse takeover of Nexperia through Dutch public mediahttps://www.digitimes.com/news/a20251030PD221/wingtech-nexperia-netherlands-takeover-security.html
Oct 30, 11:21GlobalFoundries、ドレスデン半導体工場の拡張に11億ユーロを投資GlobalFoundries to invest EUR1.1 billion to expand Dresden semiconductor facilityhttps://www.digitimes.com/news/a20251030VL211/globalfoundries-expansion-manufacturing-investment-automotive.html
wccftech
2025-10-31Apple、2025会計年度第4四半期に11億ドルの関税による損失を計上、さらに14億ドルの損失もApple Reveals A $1.1 Billion Hit From Tariffs In Its Fiscal Q4 2025, With Another $1.4 Billion Hit Oncominghttps://wccftech.com/apple-1-1-billion-hit-in-q4-2025/
2025-10-31Tim Cook:iPhone 17シリーズのおかげで、Appleは過去最高の12月四半期を迎えるでしょうTim Cook: Apple Will Have Its Best Ever December Quarter, Thanks To The iPhone 17 Lineuphttps://wccftech.com/tim-cook-apple-will-have-its-best-ever-december-quarter-thanks-to-the-iphone-17-lineup/
2025-10-31Tim Cook:Apple Intelligenceの旗の下、新しいSiriが2026年にデビューTim Cook: The New Siri Under The Apple Intelligence Banner To Debut In 2026https://wccftech.com/tim-cook-the-new-siri-under-the-apple-intelligence-banner-to-debut-in-2026/
2025-10-31Apple 2025会計年度第4四半期決算:iPhoneとiPadからの収益が期待外れApple Fiscal Q4 2025 Earnings: Revenue From iPhones And iPads Disappointshttps://wccftech.com/apple-fiscal-q4-2025-earnings-revenue-from-iphones-and-ipads-disappoints/
2025-10-31ARC Raiders、発売時にSteamで同時接続プレイヤー数20万人を突破し、『The Finals』のローンチ記録を上回るARC Raiders Surpasses 200K Concurrent Players on Steam at Launch, Beats The Finals Launch Numbershttps://wccftech.com/arc-raiders-surpasses-200k-concurrent-players-on-steam-at-launch/
2025-10-31今年、新しいThiefゲームが登場予定、ただしVRデバイス専用There’s a New Thief Game Coming Out This Year, Though Only for VR Deviceshttps://wccftech.com/theres-a-new-thief-game-coming-out-this-year-though-only-for-vr-devices/
2025-10-31AMD RDNA 1 & 2 GPUドライバーサポートが「メンテナンス」モードに移行、RDNA 3、4以降向けにゲーム最適化と新技術AMD RDNA 1 & 2 GPU Driver Support Moved To “Maintenance” Mode, Game Optimizations & New Tech For RDNA 3, 4 & Beyondhttps://wccftech.com/amd-rdna-1-2-gpu-driver-support-moved-to-maintenance-mode-game-optimizations-new-tech-for-rdna-3-4-beyond/
2025-10-31『Call of Duty』映画はピーター・バーグが監督、脚本は『イエローストーン』のクリエイター、テイラー・シェリダンCall of Duty Movie Will Be Directed by Peter Berg and Written by Yellowstone Creator Taylor Sheridanhttps://wccftech.com/call-of-duty-movie-directed-peter-berg-written-taylor-sheridan/
2025-10-31Metal Gear Solid Delta: Snake EaterのFox HuntモードがPC、PS5、Xbox Series X/Sで利用可能にMetal Gear Solid Delta: Snake Eater’s Fox Hunt Mode Now Live on PC, PS5, and Xbox Series X/Shttps://wccftech.com/metal-gear-solid-delta-snake-eater-fox-hunt-now-live-pc-ps5-xbox-series-x-s/
2025-10-31インテルの元CEO、パット・ゲルシンガー氏がNVIDIAの米国製Blackwellウェーハを称賛、国内チップ製造の復活に向けた取り組みを評価Intel’s Ex-CEO Pat Gelsinger Praises NVIDIA’s US-Made Blackwell Wafer, Applauds Efforts to Revive Domestic Chip Manufacturinghttps://wccftech.com/intel-ex-ceo-pat-gelsinger-praises-nvidia-us-made-blackwell-wafer/
2025-10-31Apex Legends シーズン27:オリンパスのリフレッシュと複数のレジェンドのバフとともに、来週「Amped」が登場Apex Legends Season 27: Amped Arrives Next Week With an Olympus Refresh and Buffs for Multiple Legendshttps://wccftech.com/apex-legends-season-27-amped-arrives-next-week/
2025-10-31Apple iPhone Airのバッテリー交換は119ドル、iPhone 17 Pro Maxのディスプレイ交換は379ドルApple iPhone Air Battery Replacement Will Cost You $119, iPhone 17 Pro Max Display Will Set You Back By $379https://wccftech.com/apple-iphone-air-battery-replacement-will-cost-you-119-iphone-17-pro-max-display-will-set-you-back-by-379/
2025-10-31新しいFinal Fantasy Tactics – The Ivalice Chronicles ModがWar of the Lionsコンテンツの復元を開始New Final Fantasy Tactics – The Ivalice Chronicles Mod Begins Restoration of War of the Lions Contenthttps://wccftech.com/new-final-fantasy-tactics-the-ivalice-chronicles-mod-begins-restoration-of-war-of-the-lions-content/
2025-10-31Amazon Game Studiosの『ロード・オブ・ザ・リングMMO』、アマゾンの大規模レイオフの中で再びキャンセルされたと報じられるAmazon Game Studios Lord of the Rings MMO Reportedly Cancelled Again Amidst Amazon’s Mass Layoffshttps://wccftech.com/amazon-game-studios-lord-of-the-rings-mmo-cancelled-again-amidst-mass-layoffs/
2025-10-31iFixit:AppleのM5 iPad Pro用セルフサービスツールが修理容易性スコアを向上iFixit: Apple’s Self-Service Tools For The M5 iPad Pro Bump Up Its Repairability Scorehttps://wccftech.com/ifixit-apples-self-service-tools-for-the-m5-ipad-pro-bump-up-its-repairability-score/
2025-10-31NVIDIAのCEOは、韓国でサムスンと現代の幹部と「楽しい時間を過ごしている」ようです。フライドチキン、ビール、そして多くの辛辣なコメントNVIDIA’s CEO Is Apparently Having a ‘Great Time’ With Samsung & Hyundai Executives in Korea; Fried Chicken, Beers, and Plenty of Spicy Commentshttps://wccftech.com/nvidia-ceo-is-having-a-great-time-with-samsung-hyundai-executives/
2025-10-31ARC RaidersがNVIDIA DLSS 4で登場、RTX 50シリーズGPUで3.6倍のパフォーマンス向上ARC Raiders Arrives With NVIDIA DLSS 4 With 3.6X Performance Boost on RTX 50 Series GPUshttps://wccftech.com/arc-raiders-nvidia-dlss-4-better-performance-multi-frame-generation/
2025-10-31Mount & Blade II: Bannerlordの海戦拡張War Sailsが11月26日にリリースWar Sails, the Naval Expansion for Mount & Blade II: Bannerlord, Is Out on November 26https://wccftech.com/war-sails-naval-expansion-mount-blade-ii-bannerlord-out-november-26/
2025-10-30SK HynixのDDR5在庫がわずか2週間にまで減少!SK Hynix DDR5 Inventory Down To Just 2 Weeks!https://wccftech.com/sk-hynix-ddr5-inventory-down-to-just-2-weeks/
2025-10-30あつまれ どうぶつの森、来年、グラフィックとSwitch 2の機能を向上させたNintendo Switch 2版が登場Animal Crossing: New Horizons Is Getting a Nintendo Switch 2 Version With Better Graphics and Switch 2 Features Next Yearhttps://wccftech.com/animal-crossing-new-horizons-nintendo-switch-2-edition-next-year/
2025-10-30TSMCが1.4nmウェーハ向けに4つの工場を建設中、2028年後半に量産開始、1つの施設で160億ドルの収益が見込まれるTSMC Reportedly Constructing Four Plants For 1.4nm Wafers, Mass Production Happening In H2 2028, A Single Facility Can Bring In $16 Billion Revenuehttps://wccftech.com/tsmc-building-four-factories-for-1-4nm-production-each-unit-bringing-in-16-billion-revenue/
2025-10-30サムスン電子2025年第3四半期決算:メモリチップ需要の急増で過去最高の収益Samsung Electronics Q3 2025 Earnings: Record Revenue On Roaring Memory Chip Demandhttps://wccftech.com/samsung-electronics-q3-2025-earnings-record-revenue-on-roaring-memory-chip-demand/
2025-10-30GeForce NOWがThe Outer Worlds 2とARC Raidersを追加、どちらもRTX 5080対応GeForce NOW Adds The Outer Worlds 2 and ARC Raiders, Both RTX 5080-Readyhttps://wccftech.com/geforce-now-adds-the-outer-worlds-2-and-arc-raiders-both-rtx-5080-ready/
2025-10-30AION 2、2026年にDLSS 4 Multi Frame Generationでグローバルにローンチ、NVIDIAが発表AION 2 to Launch Globally in 2026 with DLSS 4 Multi Frame Generation, Says NVIDIAhttps://wccftech.com/aion-2-to-launch-globally-2026-with-dlss-4-multi-frame-generation/
2025-10-30Colorful、新しいメモリの低レイテンシと高パフォーマンスモードにより、Battlefield 6で15%高いFPSを実現できると主張Colorful Claims Its New Memory Low Latency And High Performance Modes Can Deliver 15% Higher FPS In Battlefield 6https://wccftech.com/colorful-claims-its-new-memory-low-latency-and-high-performance-modes-can-deliver-15-higher-fps-in-battlefield-6/
2025-10-30Xboxの収益が、ハードウェア販売の減少とゲームコンテンツおよびサービスの限定的な成長により、1億1300万ドル減少Xbox Revenues See $113 Million Decline Amid Hardware Sales Drop And Limited Gaming Content and Services Growthhttps://wccftech.com/xbox-revenues-see-113-million-decline-amid-hardware-sales-drop-and-limited-gaming-content-and-services-growth/
2025-10-30インテルCore Ultra X7 358H & Ultra X5 338H 「Panther Lake」リーク情報、Arrow Lake-H CPUと同様のマルチスレッド性能を示すAlleged Intel Core Ultra X7 358H & Ultra X5 338H “Panther Lake” Leak Points To Similar Multi-Thread Performance As Arrow Lake-H CPUshttps://wccftech.com/intel-core-ultra-x7-358h-ultra-x5-338h-panther-lake-leak-similar-mt-performance-as-arrow-lake/
2025-10-30Half-Life 3 HLXの最適化作業が継続中、トレーラーも準備中と噂Half-Life 3 HLX Optimization Work Continues, As A Trailer Is Supposedly Being Preparedhttps://wccftech.com/half-life-3-hlx-optimization-trailer-prepared/
2025-10-30インテルとBOEが協力し、1Hzリフレッシュレートとマルチ周波数ディスプレイを導入し、バッテリー寿命を延長Intel And BOE Collaborate To Introduce 1Hz Refresh Rate And Multi-Frequency Display For Extended Battery Lifehttps://wccftech.com/intel-and-boe-collaborate-to-introduce-1hz-refresh-rate-and-multi-frequency-display/
2025-10-30Microsoft Azureの障害がXboxゲームのダウンロード、Minecraftなどに影響[更新]Microsoft Azure Outage Is Affecting Xbox Game Downloads, Minecraft and More [UPDATE]https://wccftech.com/microsoft-azure-outage-is-affecting-xbox-game-downloads-minecraft-and-more/
2025-10-30Resident Evil Requiemの予約受付開始、アクセスしやすいPCシステム要件を公開Resident Evil Requiem Opens Pre-Orders, Reveals Accessible PC System Requirementshttps://wccftech.com/resident-evil-requiem-opens-preorders-reveals-accessible-pc-specs/
2025-10-30Snapdragon 8 Gen 5は、Snapdragon 8 Elite Gen 5と同じCPUクラスター、リソグラフィを共有するが、クロック速度は低い。噂ではSoCはSnapdragon 8 Eliteと同等Snapdragon 8 Gen 5 To Share Same CPU Cluster, Lithography As Snapdragon 8 Elite Gen 5 But With Lower Clock Speeds; Rumor Claims SoC Equal To Snapdragon 8 Elitehttps://wccftech.com/snapdragon-8-gen-5-specifications-and-benchmarks-shared-by-tipster/
2025-10-30AMD、Zen 6 Ryzen 「Medusa」CPUのopenSILサポートを2027年上半期に、EPYC 「Venice」を2026年に提供することを発表AMD Confirms openSIL Support For Zen 6 Ryzen “Medusa” CPUs In 1H 2027, EPYC “Venice” In 2026https://wccftech.com/amd-confirms-opensil-support-zen-6-ryzen-medusa-cpus-1h-2027-epyc-venice-2026/
2025-10-30サムスン、次世代HBM4メモリの量産を2026年に準備:24Gb GDDR7と128GB以上のDDR5製品も計画中Samsung Preps For Mass Production On Next-Gen HBM4 Memory in 2026: 24Gb GDDR7, And 128GB+ DDR5 Products In The Plans Toohttps://wccftech.com/samsung-mass-production-next-gen-hbm4-memory-2026-24gb-gddr7-128gb-ddr5/
2025-10-30Apple、AirPods Proのクラック問題訴訟の範囲縮小で一部勝訴Apple Gets A Partial Win On The Narrowed Scope Of The AirPods Pro Crackling Lawsuithttps://wccftech.com/apple-gets-a-partial-win-on-the-narrowed-scope-of-the-airpods-pro-crackling-lawsuit/
日経 Tech Foresight
2025-10-31米中対立で半導体不足 ネクスペリア問題「他の領域でも」https://www.nikkei.com/prime/tech-foresight/article/DGXZQOUC2949I0Z21C25A0000000
マイナビニュース テックプラス
2025-10-30ルネサスの2025年12月期第3四半期売上高は前年同期比3.2%減の3342億円https://news.mynavi.jp/techplus/article/20251030-3605052/
2025-10-30京セラが日本航空電子工業と資本業務提携契約、NECから株式を取得https://news.mynavi.jp/techplus/article/20251030-3604834/
2025-10-30SK hynixの2025年第3四半期決算は売上高・利益ともに過去最高を記録、価格上昇とAI需要がけん引https://news.mynavi.jp/techplus/article/20251030-3604696/
2025-10-30京大などが「胃酸充電半導体集積回路」を開発 – “デジタル錠剤”実現に前進https://news.mynavi.jp/techplus/article/20251030-3601870/
TrendForce
2025-10-30中国、技術主権を推進するため、初の国家レベル自動車チップテストプラットフォームを立ち上げChina Launches First State-Level Auto Chip Testing Platform in Push for Tech Sovereigntyhttps://www.trendforce.com/news/2025/10/30/news-china-launches-first-state-level-auto-chip-testing-platform-in-push-for-tech-sovereignty/
2025-10-30AIブームの中、ハイパースケーラーが設備投資を増加、リスクも存在:Microsoft、Meta & Alphabetに注目Hyperscalers Ramp Up Capex Amid AI Boom, Risks Lurk: Microsoft, Meta & Alphabet in Spotlighthttps://www.trendforce.com/news/2025/10/30/news-hyperscalers-ramp-up-capex-amid-ai-boom-risks-lurk-microsoft-meta-alphabet-in-spotlight/
2025-10-30ルトニック氏、米韓合意におけるチップ関税を排除へ、台湾レベルの関税水準予測を覆すLutnick Reportedly Rules Out Chip Tariffs in U.S.–Korea Deal, Reversing Taiwan-Level Rate Expectationshttps://www.trendforce.com/news/2025/10/30/news-lutnick-reportedly-rules-out-chip-tariffs-in-u-s-korea-deal-reversing-taiwan-level-rate-expectations/
2025-10-30サムスンの第3四半期利益、メモリとファウンドリで3年ぶりの高水準に;テスラAI5がテイラーで2nm製造へSamsung 3Q Profit Hits 3-Year High on Memory, Foundry; Tesla AI5 Reportedly Set for 2nm at Taylorhttps://www.trendforce.com/news/2025/10/30/news-samsung-3q-profit-hits-3-year-high-on-memory-foundry-tesla-ai5-reportedly-set-for-2nm-production-at-taylor/
2025-10-30GlobalFoundriesのCFOがドイツでの11億ユーロの拡張を前に退任GlobalFoundries CFO Departs Ahead of €1.1 Billion Expansion in Germanyhttps://www.trendforce.com/news/2025/10/30/news-globalfoundries-cfo-departs-ahead-of-e1-1-billion-expansion-in-germany/
Semiconductor Digest
4 hours agoonsemiが垂直GaN半導体を発表:AIと電化のブレークスルーonsemi Unveils Vertical GaN Semiconductors: A Breakthrough for AI and Electrificationhttps://www.semiconductor-digest.com/onsemi-unveils-vertical-gan-semiconductors-a-breakthrough-for-ai-and-electrification/
5 hours agoGlobalFoundriesとSilicon Labsが提携を拡大GlobalFoundries and Silicon Labs Expand Partnershiphttps://www.semiconductor-digest.com/globalfoundries-and-silicon-labs-expand-partnership/
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日本経済新聞
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ダイヤモンドオンライン
Oct 30 21:30住宅ローンを「50年・変動金利型」で借りる人が背負う“3つのリスク”とは?https://diamond.jp/articles/-/375976
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Oct 30 20:20三井化学がダイセル系に高機能樹脂の営業を委託へ…「静かな撤退」が示唆する、石化再編の第2フェーズとはhttps://diamond.jp/articles/-/375996
Oct 30 20:15【自動車業界アンケート350人の本音】「最大の脅威」はBYD!2番目の脅威は?中国EVに関税を課すべきか、との質問に示された“衝撃的な結果”とはhttps://diamond.jp/articles/-/375845
Oct 29 20:45米国で最も熱い投資先:レアアース企業https://diamond.jp/articles/-/375943
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TechPowerup
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2025-10-30T14:52:32+00:00Endorfy、小型PCケース向けのZephyr 92ファンシリーズを発表Endorfy Announces Zephyr 92 Fan Series for Small PC Caseshttps://www.techpowerup.com/342434/endorfy-announces-zephyr-92-fan-series-for-small-pc-cases
2025-10-30T14:41:41+00:00LG Display、2025年第3四半期の業績を報告LG Display Reports Third Quarter 2025 Resultshttps://www.techpowerup.com/342433/lg-display-reports-third-quarter-2025-results
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2025-10-30T09:34:55+00:00Alphacool、新しいCore XT45フル銅ラジエーターを発表Alphacool Launches New Core XT45 Full Copper Radiatorshttps://www.techpowerup.com/342418/alphacool-launches-new-core-xt45-full-copper-radiators
2025-10-30T09:09:43+00:00Samsung、HBM4サンプルを顧客に出荷、2026年に量産Samsung Ships HBM4 Samples to Customers, Mass Production in 2026https://www.techpowerup.com/342417/samsung-ships-hbm4-samples-to-customers-mass-production-in-2026
2025-10-30T08:23:31+00:00Intel Arc GPUグラフィックスドライバー 101.8247 WHQL リリースIntel Arc GPU Graphics Drivers 101.8247 WHQL Releasedhttps://www.techpowerup.com/342416/intel-arc-gpu-graphics-drivers-101-8247-whql-released
2025-10-30T08:09:47+00:00AMD openSIL、「Zen 6」のサポートを2027年前半に目標AMD openSIL Targets “Zen 6” Support in the First Half of 2027https://www.techpowerup.com/342415/amd-opensil-targets-zen-6-support-in-the-first-half-of-2027
2025-10-30T08:08:24+00:00Samsung Electronics、2025年第3四半期の業績を発表Samsung Electronics Announces Third Quarter 2025 Resultshttps://www.techpowerup.com/342414/samsung-electronics-announces-third-quarter-2025-results
2025-10-30T06:15:27+00:00PhisonとRedData、米国の機密AIプログラム向けにaiDAPTIV+ソリューションをリリースPhison and RedData Release aiDAPTIV+ Solutions for U.S. Classified AI Programshttps://www.techpowerup.com/342413/phison-and-reddata-release-aidaptiv-solutions-for-u-s-classified-ai-programs
2025-10-30T06:02:51+00:00EmbarkがGen-AIの使用について言及:Arc Raidersは「生成AIを一切使用していない」…明らかに例外はあるもののEmbark Addresses Gen-AI Use: Arc Raiders “In No Way Uses Generative AI” Except Where It Apparently Doeshttps://www.techpowerup.com/342412/embark-addresses-gen-ai-use-arc-raiders-in-no-way-uses-generative-ai-except-where-it-apparently-does
2025-10-30T05:00:00+00:00Resident Evil: Requiem、発売時に限定SwitchコントローラーとFortniteクロスオーバーを入手Resident Evil: Requiem To Get Exclusive Switch Controller and Fortnite Crossover at Launchhttps://www.techpowerup.com/342411/resident-evil-requiem-to-get-exclusive-switch-controller-and-fortnite-crossover-at-launch
2025-10-30T04:17:35+00:00Amazon Gamesのレイオフ:内部メモがAAAからAI搭載ゲームへの移行を確認Amazon Games Layoffs: Internal Memo Confirms Shift From AAA to AI-Powered Gameshttps://www.techpowerup.com/342408/amazon-games-layoffs-internal-memo-confirms-shift-from-aaa-to-ai-powered-games
EETimes Taiwan
2025-10-30なぜエッジコンピューティングと6Gインテリジェンスは引き続き『願望』となるのか為何邊緣運算和6G智慧將繼續成為「願望」https://www.eettaiwan.com/20251030nt31-why-edge-computing-and-6g-intelligence-will-continue-to-be-aspirations/
2025-10-30磁気感応電子皮膚が高性能なヒューマンマシンインタラクションを実現する磁感應電子皮膚打造高效能人機互動https://www.eettaiwan.com/20251030nt51-magnetoreceptive-sensor-functions-as-electronic-second-skin/
2025-10-30新興市場に見るテクノロジーの力―エジプトのIC企業を訪問する新興市場的科技力量 走訪埃及IC公司https://www.eettaiwan.com/20251030nt61-visiting-egypt-ic-companies/
2025-10-30推論AIがストレージ製品の構造的変革を促し、ニアラインSSDの需要が急増推論AI催化儲存產品結構性改變 近線SSD需求急升https://www.eettaiwan.com/20251030nt21-nearline-ssd-demand-surges/
2025-10-29LLMによるエッジ推論の台頭:未来のイノベーションを形作るLLM邊緣推理的興起:塑造未來的創新https://www.eettaiwan.com/20251029nt31-the-rise-of-llm-inference-at-the-edge-innovations-shaping-the-future/
2025-10-29センサー技術を駆動力として、ヒューマノイドロボットが自動化の波を牽引する感測技術驅動 人形機器人引領自動化浪潮https://www.eettaiwan.com/20251029nt51-sensor-fusion-in-humanoids-how-humanlike-robots-energize-automation/
2025-10-29グリーンエネルギーが推進する新たな競争時代 台湾のネットゼロへの取り組みが加速する綠能驅動新競爭時代 台灣淨零行動加速啟航https://www.eettaiwan.com/20251029nt11-taiwan-accelerates-net-zero-with-green-energy/
2025-10-29LEDoSとの競争激化 AR新製品がLCoS搭載比率を押し上げる與LEDoS競爭加劇 AR新品推升搭載LCoS產品佔比https://www.eettaiwan.com/20251029nt21-competition-between-lcos-and-ledos-intensifies/
EETimes Asia
2025-10-30SEMI:2025年に世界のシリコンウェハー出荷が回復へSEMI: Global Silicon Wafer Shipments to Rebound in 2025https://www.eetasia.com/semi-global-silicon-wafer-shipments-to-rebound-in-2025/
2025-10-30企業はAIのための確固たる戦略が必要Enterprises Need Solid Strategy for AIhttps://www.eetasia.com/enterprises-need-solid-strategy-for-ai/
2025-10-29DigiKey、2025年第3四半期に31,000点以上の新在庫部品を追加して製品ラインを拡充DigiKey Expands Linecard with Over 31,000 New Stocking Parts in 3Q 2025https://www.eetasia.com/digikey-expands-linecard-with-over-31000-new-stocking-parts-in-3q-2025/
2025-10-29TIE 2025が、台湾の分野横断型AIイノベーション拠点としての台頭を示すTIE 2025 Showcases Taiwan’s Rise as a Hub for Cross-Domain AI Innovationhttps://www.eetasia.com/tie-2025-showcases-taiwans-rise-as-a-hub-for-cross-domain-ai-innovation/
2025-10-29MacDermid AlphaがMicromaxを買収へMacDermid Alpha to Acquire Micromaxhttps://www.eetasia.com/macdermid-alpha-to-acquire-micromax/
2025-10-29TrendForce:2025年下半期のファウンドリ稼働率が予想を上回るTrendForce: 2H 2025 Foundry Utilization Exceeds Expectationshttps://www.eetasia.com/trendforce-2h-2025-foundry-utilization-exceeds-expectations/
2025-10-29STイメージセンサーが、産業オートメーション、防犯、小売向けに展開ST Image Sensors Targeted at Industrial Automation, Security, Retail Applicationshttps://www.eetasia.com/st-image-sensors-targeted-at-industrial-automation-security-retail-applications/
2025-10-29Ceva Wi‑Fi 7 1×1クライアントIPが、よりスマートで応答性の高いAI搭載デバイスおよびシステムを実現Ceva Wi-Fi 7 1×1 Client IP Powers Smarter, More Responsive AI-Enabled Devices and Systemshttps://www.eetasia.com/ceva-wi-fi-7-1×1-client-ip-powers-smarter-more-responsive-ai-enabled-devices-and-systems/
2025-10-29Universal Vapor Jetが、シンガポールに世界本社および研究開発センターを設立Universal Vapor Jet Establishes Global HQ and R&D Center in Singaporehttps://www.eetasia.com/universal-vapor-jet-establishes-global-hq-and-rd-center-in-singapore/
2025-10-29チップレット相互運用性への道:規格の先を見据えた設計The Path to Chiplet Interoperability: Designing Ahead of the Standards Curvehttps://www.eetasia.com/the-path-to-chiplet-interoperability-designing-ahead-of-the-standards-curve/
EETimes India
2025-10-30産業用自動化、セキュリティ、小売市場向けのSTイメージセンサーST Image Sensors Targeted at Industrial Automation, Security, Retail Applicationshttps://www.eetindia.co.in/st-image-sensors-targeted-at-industrial-automation-security-retail-applications/
2025-10-30インフィニオン、ギフトカード向けの安全なプリペイドタグソリューションを発表Infineon Launches Secured Prepaid Tag Solutions for Gift Cardshttps://www.eetindia.co.in/infineon-launches-secured-prepaid-tag-solutions-for-gift-cards/
2025-10-30TurinTech と Intel、オフライン版 Artemis で提携TurinTech and Intel Partner on Offline Version of Artemishttps://www.eetindia.co.in/turintech-and-intel-partner-on-offline-version-of-artemis/
2025-10-29Ceva、Bluetooth 6.0認定を取得Ceva Achieves Bluetooth 6.0 Qualificationhttps://www.eetindia.co.in/ceva-achieves-bluetooth-6-0-qualification/
2025-10-29Rebellions、Arm Total Design に参加Rebellions Joins Arm Total Designhttps://www.eetindia.co.in/rebellions-joins-arm-total-design/
2025-10-29Qnity と SK hynix、CMPパッドの長期供給契約を締結Qnity and SK hynix Ink Long-Term CMP Pad Supply Agreementhttps://www.eetindia.co.in/qnity-and-sk-hynix-ink-long-term-cmp-pad-supply-agreement/
2025-10-29TI、2030年までに製造の95%を自社内で賄う道筋について議論、一方、インドも計画を示すTI Discusses Path to 95% In-House Manufacturing by 2030, India Planshttps://www.eetindia.co.in/ti-discusses-path-to-95-in-house-manufacturing-by-2030-india-plans/
ZDNET Korea
2025-10-31[インタビュー] MS主任エンジニア「コードセキュリティ、公開すればするほど強固」[인터뷰] MS 수석 엔지니어 “코드 보안, 개방할 수록 더 강력”https://www.zdnet.co.kr/20251030163604%22%20title=%22
2025-10-31太陽エネルギーで電気と熱を同時に生産する製品、世界初の国家規格を確立태양에너지로 전기·열 동시 생산 제품 세계 최초 국가표준 마련https://www.zdnet.co.kr/20251031053100%22%20title=%22
2025-10-31Adobe、‘秘密のAI技術’を実演…「聴衆の歓声で発売が決定」어도비, ‘비밀 AI 기술’ 시연…”청중 환호가 출시 결정”https://www.zdnet.co.kr/20251031034225%22%20title=%22
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中央日報
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BAIDU
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