Semiconductor News 20251101

TOC

Main News

  1. NVIDIA Promotes Building AI Infrastructure and Ecosystem in South Korea NVIDIA CEO Jensen Huang has committed 250,000 AI chips to promote the AI frontier in South Korea. In addition, NVIDIA is working with Korean industries such as Samsung, SK Group, and Hyundai Motor to build AI infrastructure and ecosystems. In particular, the company has entered into a major partnership with Samsung to build an “AI Factory” with 50,000 GPUs and is collaborating on AI-RAN and cutting-edge technologies. Huang advises that the first step in developing AI infrastructure is to “build an AI factory.
  2. Nexperia Stops Supplying Wafers to China Plant, Fears for Impact on Auto Industry Ansei Semiconductor (Nexperia) has reportedly stopped supplying semiconductor wafers to its plant in China. The move has again raised concerns about semiconductor shortages caused by the U.S.-China conflict and could have a serious impact on global auto production, with Honda already cutting production in North America, etc. EU technology chiefs are also scheduled to meet with Nexperia, and Wingtech has demanded the return of its CEO The company has been the focus of international attention, including.
  3. Samsung Signs Important Deal with NVIDIA on Next-Generation HBM4 Memory Samsung has signed an important deal with NVIDIA on HBM4, its next-generation AI memory. The deal confirms that Samsung’s HBM4 process has verified speeds of 11 Gbps, the fastest in the industry. The HBM4 is expected to supply NVIDIA’s 50,000 GPU AI mega-fab in Korea, and supply discussions are underway for other memory products including HBM3e, GDDR7, and SOCAMM2.
  4. ASE to Increase CapEx by US$1B on Growing AI and HPC Demand Chip packaging giant ASE (日月光投控) will reportedly increase its capex by US$1 billion (US$1B) in 2025 on the back of strong growth in AI and HPC (high performance computing) demand. ASE reportedly posted its highest revenue in 11 quarters in the third quarter of 2025, supported by advanced packaging and stable foreign exchange rates. The company’s advanced packaging and testing revenues are also projected to increase by US$1B in 2026.
  5. Orders from Nvidia and Apple Account for Over 40% of TS MC’s Revenue Orders from Nvidia and Apple are the main profit engines for TSMC (Taiwan Semiconductor Manufacturing Company), with orders from these two companies alone accounting for over 40% of the company’s revenue. This fact indicates that Nvidia, the leader in the AI chip market, and Apple, a major player in the high-end mobile market, have a dominant influence in the world of advanced semiconductor manufacturing.
  6. Intel Considering Acquisition of AI Startup SambaNova Intel is reportedly eyeing the acquisition of AI chip startup SambaNova, whose Executive Chairman is Lip-Bu Tan. This potential acquisition could be a “catalyst” to restore Intel’s competitiveness in the AI field, but the cost is expected to be at least as high as a whopping $5 billion.
  7. China’s CXMT Challenges Samsung/SK Hynix with LPDDR5X Chinese memory maker CXMT (Changxin Existence Technology) has broken through the LPDDR5X speed barrier, posing a new competitive challenge to the existing major players in the DRAM market, Samsung and SK Hynix. This technological breakthrough is a major step forward. This technological breakthrough demonstrates the growing presence of Chinese companies in the global high-performance memory market.
  8. STMicro to Cut Capex as Demand for Automotive and Industrial Chips Slows STMicroelectronics (STM) has announced that it will cut its capital expenditures (capex) for 2025 due to a slowing recovery in demand for automotive and industrial chips. This reflects a still volatile and slow recovery in the semiconductor market for a wide range of industrial applications, in contrast to the strong performance of the AI/HPC sector.
  9. DRAM and NAND Prices Continue to Recover, Memory Business at Record Highs Memory prices continue to recover, with DRAM prices rising for the seventh consecutive month and NAND prices rising for the tenth consecutive month. This strong recovery has been driven by increased demand for AI, which has also caused commodity DRAM prices to soar. Samsung’s Q3 2025 financial results show record sales in its memory business, and some believe that a “once-in-a-decade super-cycle” has arrived.
  10. Apple Posts $1.1 Billion Loss in Q4 2025 Due to Tariffs Apple has reported a loss of $1.1 billion ($1.1 Billion ) due to tariffs in its fiscal year 2025 fourth quarter financial results. An additional loss of $1.4 Billion ($1.4 Billion) is expected in the future. During the quarter, revenue from iPhones and iPads fell short of market expectations.

News List

投稿日日本語タイトル原語タイトル記事URL
DIGITIMES
Oct 31, 16:56SKハイニックスがフライドチキンとビールのサミットをスキップした理由Why SK Hynix skipped the fried chicken and beer summithttps://www.digitimes.com/news/a20251031VL215/nvidia-jensen-huang-sk-hynix-hbm.html
Oct 31, 16:41NVIDIAのジェンスン・フアン、韓国のAIフロンティアを推進するため25万個のAIチップをコミットNvidia’s Jensen Huang commits quarter-million AI chips to push South Korea’s AI frontierhttps://www.digitimes.com/news/a20251031VL213/nvidia-jensen-huang-chips-ceo-samsung.html
Oct 31, 14:49AMDの提携が実を結ぶ:Tongfu Microelectronics、AI主導の利益急増を享受AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surgehttps://www.digitimes.com/news/a20251031PD217/tongfu-amd-profit-packaging-revenue.html
Oct 31, 14:30ASEの高度パッケージングおよびテストの収益が2026年に10億米ドル増加へASE’s advanced packaging and testing revenue to rise by US$1 billion in 2026https://www.digitimes.com/news/a20251031PD246/ase-advanced-packaging-revenue-testing-2026.html
Oct 31, 11:54TSMCの利益エンジン:NvidiaとAppleからの受注が収益の40%超を占めるTSMC’s profit engines: Nvidia and Apple orders exceed 40% of revenuehttps://www.digitimes.com/news/a20251031PD219/tsmc-revenue-profit-apple-nvidia-2025.html
Oct 31, 16:44サムスン電機が好調な2025年第3四半期の結果を発表、2026年にはMLCCの2桁成長を見込むSamsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026https://www.digitimes.com/news/a20251031PD222/semco-2026-growth-mlcc-2025.html
Oct 31, 16:36テキサス・インスツルメンツ、製造レジリエンス強化に向けた大規模な米国投資を強調Massive US investment highlights Texas Instruments’ push for manufacturing resiliencehttps://www.digitimes.com/news/a20251030PD241/texas-instruments-investment-manufacturing-chips-2025.html
Oct 31, 16:2050,000個のNvidia GPUがサムスンのAI製造の夜明けを支える50,000 Nvidia GPUs power Samsung’s dawn of AI-manufacturinghttps://www.digitimes.com/news/a20251031VL212/nvidia-samsung-manufacturing-production-design.html
Oct 31, 15:21Yageo、AI需要に牽引され、2025年第3四半期に12.9%の利益増Yageo sees 12.9% profit rise in 3Q25 driven by AI demandhttps://www.digitimes.com/news/a20251030PD248/yageo-passive-profit-component-demand.html
Oct 31, 14:52中国CXMTがLPDDR5Xの速度の壁を突破、サムスンとSKハイニックスに新たな試練China’s CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynixhttps://www.digitimes.com/news/a20251031VL210/cxmt-samsung-sk-hynix-performance-production.html
Oct 31, 14:31Elan Microelectronics、新スマートキャンパスでAI戦略を推進、製品ラインを拡大Elan Microelectronics advances AI strategy with new smart campus, expanding product lineshttps://www.digitimes.com/news/a20251031PD248/elan-2026-revenue.html
Oct 31, 14:24深南電路と中国のPCBセクター、宇宙経済に向けて準備Shennan Circuits and China’s PCB sector gear up for the space economyhttps://www.digitimes.com/news/a20251030PD209/pcb-economy-leo-communications-technology.html
Oct 31, 12:48オンセミ、AIおよび電化アプリケーション向け垂直GaN半導体を発表Onsemi introduces vertical GaN semiconductors for AI and electrification applicationshttps://www.digitimes.com/news/a20251031VL207/onsemi-gan-semiconductors-technology.html
Oct 31, 12:31STマイクロ、自動車および産業用チップの需要回復の鈍化により、2025年の設備投資を削減STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chipshttps://www.digitimes.com/news/a20251031PD212/stmicroelectronics-automotive-revenue-recovery-2025.html
Oct 31, 12:18SkyworksとQorvoの合併によりRFチップの巨大企業が誕生、アジアのライバルに圧力をかけるSkyworks–Qorvo merger creates RF chip powerhouse, pressuring Asian rivalshttps://www.digitimes.com/news/a20251030PD245/qorvo-skyworks-merger-smartphone-market.html
Oct 31, 11:59ASE、高度パッケージングと安定した為替相場により、2025年第3四半期に11四半期ぶりの高収益を記録ASE posts 11-quarter profit high on advanced packaging, stable FX in 3Q25https://www.digitimes.com/news/a20251031PD229/ase-packaging-profit-revenue-testing-2025.html
wccftech
2025-11-01インテルの野心的な(現在は中止された)Big Battlemage GPUの計画が明らかに、巨大な3Dスタックキャッシュ、より多くのXeコア、Halo-SoC対応Intel’s Ambitious (Now Cancelled) Plans For Big Battlemage GPUs Revealed, Huge 3D Stacked Caches, More Xe Cores & Halo-SoC Readyhttps://wccftech.com/intel-ambitious-plans-big-battlemage-gpus-huge-3d-stacked-caches-more-xe-cores-halo-soc/
2025-11-01インテル、SambaNovaの買収でAIの復活を「促進」か—しかし、少なくとも50億ドルはかかる可能性があるIntel’s Potential Acquisition of SambaNova Could ‘Catalyze’ the Company’s AI Comeback — But It May Cost At Least a Hefty $5 Billionhttps://wccftech.com/intel-potential-acquisition-of-sambanova-could-catalyze-the-ai-comeback/
2025-11-01Embark StudiosがARC Raidersのロードマップを公開、大規模な発売日に続くEmbark Studios Reveals ARC Raiders Roadmap to Follow-Up Massive Launch Dayhttps://wccftech.com/embark-studios-arc-raiders-2025-roadmap/
2025-11-01フォートナイトの相棒は、一度しかカスタマイズできない(再購入しない限り)かわいいペットFortnite Sidekicks Are Cute Pets That Follow You Around But Can Only Be Customized Once (Unless You Buy Them Again)https://wccftech.com/fortnite-sidekicks-cute-pets-follow-around-can-only-be-customized-once/
2025-11-01AMDが方針転換、RDNA 1およびRDNA 2 GPU向けにゲーム最適化と機能サポートを継続すると発表AMD Backtracks, Says It Will Continue Game Optimizations And Features Support For RDNA 1 And RDNA 2 GPUshttps://wccftech.com/amd-backtracks-says-it-will-continue-game-optimizations-and-features-support-for-rdna-1-and-rdna-2-gpus/
2025-11-01『I Hate This Place』が2026年に延期、しかし、新しいストーリー予告編は不気味なハロウィーンの雰囲気を醸し出すI Hate This Place Delayed Into 2026, But At Least The New Story Trailer Brings The Spooky Halloween Vibeshttps://wccftech.com/i-hate-this-place-delayed-into-2026-new-story-trailer-halloween/
2025-11-01RTX Remix パストレーシングを搭載したGrand Theft Auto 4は、決してリリースされないリマスター版Grand Theft Auto 4 With RTX Remix Path Tracing Is The Remaster That Will Never Get Releasedhttps://wccftech.com/grand-theft-auto-4-path-tracing-remaster/
2025-11-01NVIDIAのJensen Huang氏、「バイデン政権の政策が中国での市場シェア0%につながった」と主張、同地域での突破口を期待“Biden Administration Policies Led to a 0% Market Share in China”, Claims NVIDIA’s Jensen Huang, as He Hopes for a Breakthrough in the Regionhttps://wccftech.com/biden-administration-policies-led-to-a-0-market-share-in-china-claims-nvidia-jensen-huang/
2025-11-01Appleの元GPUサプライヤーImagination Techが、NVIDIAに対するAI GPUの利点を共有Apple’s Former GPU Supplier Imagination Tech Shares AI GPU Advantages Over NVIDIAhttps://wccftech.com/apples-former-gpu-supplier-imagination-tech-shares-ai-gpu-advantages-over-nvidia/
2025-11-01元Fall Guysの開発者がPanic Stationsを設立、協力型マルチプレイヤーゲームに注力Former Fall Guys Developers Form Panic Stations, Will Focus On Co-Op Multiplayer Gameshttps://wccftech.com/former-fall-guys-developers-form-panic-stations-focus-on-co-op-multiplayer-games/
2025-10-31EU販売チャートでBattlefield 6が首位に返り咲き、Pokémon Legends Z-Aは3位に後退Battlefield 6 Back in the Top Spot in EU Sales Charts While Pokémon Legends Z-A Drops to Thirdhttps://wccftech.com/battlefield-6-back-in-top-spot-eu-sales-charts-pokemon-legends-z-a-drops-to-third/
2025-10-31AliExpressで購入した部品から260ドル強で独自のiPhone 13を組み立てることが可能、ただし2つの重要な機能は利用不可You Can Assemble Your Very Own iPhone 13 For A Little Over $260 From Parts Purchased From AliExpress, While Missing Out On Two Non-Crucial Featureshttps://wccftech.com/how-an-iphone-13-was-assembled-with-parts-purchased-from-aliexpress-for-a-little-over-260/
2025-10-31Intel BMG-G31は4つのGPUバリアントで使用されると噂され、コンシューマー版も含まれ、Arc B770を示唆Intel BMG-G31 Rumoredly Used In Four GPU Variants, Including Consumer Version, Hinting At Arc B770https://wccftech.com/intel-bmg-g31-rumoredly-used-in-four-gpu-variants-including-consumer-arc-b770/
2025-10-31クーラーメーカーValkyrie、AIOの冷却性能劣化を抑制するフラックスフィルターを搭載Cooler Maker Valkyrie Brings Flux Filter To Reduce Cooling Performance Degradation On AIOshttps://wccftech.com/cooler-maker-valkyrie-brings-low-flux-radiator-manufacturing-and-flux-filter-to-stop-cooling-degradation-on-aios/
2025-10-31次のゲーム発売まで2週間を切ったHeart Machineが、「さらに多くの人員」を解雇Less Than Two Weeks Before Its Next Game Launch, Heart Machine Has Laid Off “A Bunch More People”https://wccftech.com/heart-machine-laid-off-a-bunch-more-people-weeks-ahead-of-possessors/
2025-10-31Echoes of the End Enhanced Editionは、戦闘、アニメーションなどを大幅に改善する無料アップデートEchoes of the End Enhanced Edition is a Free Update That Greatly Improves Combat, Animations, and Morehttps://wccftech.com/echoes-of-the-end-enhanced-edition-free-update-improves-combat-and-more/
2025-10-31ゲームには黄色のペイントが「必要」、『ファイナルファンタジーVII リバース』ディレクターが語るThere is “A Need” For Yellow Paint in Games, Final Fantasy VII Rebirth Director Sayshttps://wccftech.com/there-is-a-need-for-yellow-paint-in-games-final-fantasy-vii-rebirth-director-says/
2025-10-31サイレントヒル2リメイクが公式発表に先立ち、Xbox Series X|S向けにレーティングを取得Silent Hill 2 Remake Gets Rated For Xbox Series X|S Ahead of Official Announcementhttps://wccftech.com/silent-hill-2-remake-xbox-series-x/
2025-10-31Intel Core Ultraシリーズ3「Panther Lake」CPUを搭載したSamsung Galaxy Book6 ProがリークSamsung Galaxy Book6 Pro With Intel Core Ultra Series 3 “Panther Lake” CPU Leaks Outhttps://wccftech.com/samsung-galaxy-book6-pro-intel-core-ultra-series-3-panther-lake-cpu-leak/
2025-10-31Halo 2 & 3リメイクが進行中との報道; Halo 7がマルチプレイヤー体験にHalo 2 & 3 Remakes Reportedly in the Works; Halo 7 Will Be the Multiplayer Experiencehttps://wccftech.com/halo-2-3-remakes-in-the-works-halo-7-multiplayer-experience/
2025-10-31Triarchyは、ボス戦とセーリングに焦点を当てたオープンワールドCo-opアクションRPGで、2026年に発売Triarchy Is an Open World Co-Op Action RPG with a Focus on Boss Fights and Sailing, and It’s Out in 2026https://wccftech.com/triarchy-open-world-coop-action-rpg-boss-fights-sailing-2026/
2025-10-31Samsung、次世代HBM4 AIメモリでNVIDIAとの重要な取引を締結、業界最速の11 Gbps速度を検証Samsung Strikes a Crucial Deal with NVIDIA For Next-Gen HBM4 AI Memory, Validating Its Process as the Industry’s Fastest With 11 Gbps Speedshttps://wccftech.com/samsung-strikes-a-crucial-deal-with-nvidia-for-next-gen-hbm4-ai-memory/
2025-10-31SamsungとNVIDIA、50,000基のGPUを搭載した「AIファクトリー」を建設、AI-RANと最先端技術で協業する大規模なパートナーシップを締結Samsung and NVIDIA Enter Massive Partnership to Build a 50,000-GPU “AI Factory,” Collaborating on AI-RAN & Cutting-Edge Technologieshttps://wccftech.com/samsung-and-nvidia-to-build-a-50000-gpu-ai-factory-collaborating-on-ai-ran-and-eda-tools/
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14億ドルの損失が見込まれる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/
2025-10-31ティム・クック: Appleは、iPhone 17のラインナップのおかげで、これまでにない最高の12月四半期を迎える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/
2025-10-31ティム・クック: 新しいSiriがApple Intelligenceのバナーの下で2026年にデビューTim Cook: The New Siri To Debut In 2026 Under The Apple Intelligence Bannerhttps://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4四半期の決算: 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、Steamでのローンチ時に20万人以上の同時プレイヤーを記録、The Finalsのローンチ数を上回る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VRデバイス向けにのみリリース予定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以降向けの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コールオブデューティ映画はピーター・バーグが監督し、『イエローストーン』のクリエイター、テイラー・シェリダンが脚本を担当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/
2025-10-31メタルギアソリッドデルタ: スネークイーターのフォックスハントモードが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への取り組みを称える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: Olympus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が到着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/
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
2025-10-31SCREEN、ニコンのウェハ接合技術を譲受し先端半導体パッケージ技術を強化https://news.mynavi.jp/techplus/article/20251031-3608938/
2025-10-31Samsungの2025年第3四半期決算、メモリ事業の売上高が過去最高を記録https://news.mynavi.jp/techplus/article/20251031-3607605/
TrendForce
2025-10-31チップパッケージング大手ASE、AIとHPC需要の拡大を受け、2025年の設備投資を10億米ドル増額へChip Packaging Giant ASE Reportedly to Boost 2025 CapEx by US$1B Amid Strong AI and HPC Demandhttps://www.trendforce.com/news/2025/10/31/news-chip-packaging-giant-ase-reportedly-to-boost-2025-capex-by-us1b-amid-strong-ai-and-hpc-demand/
2025-10-31サムスン、5万GPUのAIメガファブ向けにNVIDIAへのHBM4供給について協議中;HBM3e/GDDR7/SOCAMM2も含まれるSamsung in Talks to Supply HBM4 to NVIDIA for 50K-GPU AI Mega Fab; HBM3e/GDDR7/SOCAMM2 Also Includedhttps://www.trendforce.com/news/2025/10/31/news-samsung-in-talks-to-supply-hbm4-to-nvidia-for-50k-gpu-ai-megafactory-hbm3e-gddr7-socamm2-also-included/
2025-10-31AWSのTrainium3、大手・中堅クライアントから関心を集め、2026年初頭に立ち上げへAWS’s Trainium3 Reportedly Draws Interest from Large, Mid-Sized Clients, Ramping Early ’26https://www.trendforce.com/news/2025/10/31/news-awss-trainium3-reportedly-draws-strong-interest-from-large-mid-sized-clients-ramping-early-26/
2025-10-31EU技術責任者、Nexperiaと会談へ;Wingtech、中国シフト疑惑の中、CEOの復帰を要求EU Tech Chief to Meet Nexperia; Wingtech Demands CEO’s Reinstatement Amid China Shift Claimshttps://www.trendforce.com/news/2025/10/31/news-eu-tech-chief-to-meet-nexperia-wingtech-demands-ceos-reinstatement-amid-china-shift-claims/
2025-10-31インテル、AIスタートアップSambaNovaに注目か、リップ・ブー・タンが会長を務めるIntel Reportedly Eyes AI Startup SambaNova, Where Lip-Bu Tan Serves as Executive Chairmanhttps://www.trendforce.com/news/2025/10/31/news-intel-reportedly-eyes-ai-chip-startup-sambanova-where-ceo-lip-bu-tan-serves-as-executive-chairman/
Semiconductor Digest
5 hours agoIEEE、2024年の革新的なフォトニクス技術のブレークスルーをレビューする研究を発表IEEE Study Reviews Novel Photonics Breakthroughs of 2024https://www.semiconductor-digest.com/ieee-study-reviews-novel-photonics-breakthroughs-of-2024/
5 hours agoNVIDIA、韓国政府、産業界の巨人が韓国のイノベーション、産業、雇用を促進するAIインフラとエコシステムを構築NVIDIA, South Korea Government and Industrial Giants Build AI Infrastructure and Ecosystem to Fuel Korea Innovation, Industries and Jobshttps://www.semiconductor-digest.com/nvidia-south-korea-government-and-industrial-giants-build-ai-infrastructure-and-ecosystem-to-fuel-korea-innovation-industries-and-jobs/
5 hours agoAI半導体イノベーターDEEPXがNYSEとWEFから認められるAI Semiconductor Innovator DEEPX Recognized by NYSE and WEFhttps://www.semiconductor-digest.com/ai-semiconductor-innovator-deepx-recognized-by-nyse-and-wef/
6 hours agoCadenceがSecure-ICの買収を完了Cadence Completes Acquisition of Secure-IChttps://www.semiconductor-digest.com/cadence-completes-acquisition-of-secure-ic/
6 hours agoNVIDIAとサムスンがAIファクトリーを構築NVIDIA and Samsung Build AI Factoryhttps://www.semiconductor-digest.com/nvidia-and-samsung-build-ai-factory/
日本経済新聞
2025-11-01世界の自動車に半導体危機再び ネクスペリア停止でホンダは北米減産https://www.nikkei.com/article/DGXZQOGN31DND0R31C25A0000000/
2025-11-01ノーベル賞のトンネル効果 量子が「壁」抜け、計算機・脳検査に応用https://www.nikkei.com/article/DGXZQOSG157ZY0V11C25A0000000/
2025-11-01三菱電機が上方修正 電源装置好調、26年3月期の純利益14%増にhttps://www.nikkei.com/article/DGXZQOUB30D4D0Q5A031C2000000/
2025-11-01日本成長戦略会議に「積極財政派」 高市早苗首相トップに始動へhttps://www.nikkei.com/article/DGXZQOUA30CZ80Q5A031C2000000/
2025-11-01トヨタ系8社、米関税費用「九十数%回収できる」 供給網リスク注視https://www.nikkei.com/article/DGXZQOFD30C1K0Q5A031C2000000/
2025-11-01レーザーテック社長「半導体検査装置の商談進む」 7〜9月純利益2.1倍https://www.nikkei.com/article/DGXZQOTG30BDN0Q5A031C2000000/
2025-11-01東京エレクトロン、半導体増産で上方修正 26年3月期の純利益10%減https://www.nikkei.com/article/DGXZQOTG30BD90Q5A031C2000000/
2025-11-01ネクスペリア、中国に半導体ウエハー供給停止 車生産への影響懸念に拍車https://www.nikkei.com/article/DGXZQOGR31A7A0R31C25A0000000/
2025-11-01フェローテック株、野村絢氏が買い増し 保有比率6.32%にhttps://www.nikkei.com/article/DGXZQOUC319D30R31C25A0000000/
2025-11-01JFE系、3Dプリンターで半導体製造装置の部品生産 熱膨張抑えるhttps://www.nikkei.com/article/DGXZQOUC239JO0T21C25A0000000/
ダイヤモンドオンライン
Oct 30 21:30住宅ローンを「50年」で借りて、老後に5000万円が貯まる“魔法の戦略”とは?https://diamond.jp/articles/-/375976
Oct 30 20:55メモリーチップメーカー、AIブームの恩恵享受https://diamond.jp/articles/-/376062
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
Oct 29 20:10ANAは日本貨物航空買収、JALはコードシェアで進める「貨物事業戦略」…韓国・香港との国際ハブ空港競争で日本が持つ“地の利”とは?https://diamond.jp/articles/-/374030
Oct 29 20:05米株式・国債「良いとこ取り相場」で懸念される“油断”、高市トレードにも波及リスクhttps://diamond.jp/articles/-/375882
TechPowerup
2025-10-31T22:29:33+00:00MSI MPG Z890I Edge Ti Wi-Fi レビューMSI MPG Z890I Edge Ti Wi-Fi Reviewhttps://www.techpowerup.com/review/msi-mpg-z890i-edge-ti-wi-fi/
2025-10-31T20:09:57+00:00エンジニアリングドライバーがBattlemage B770 GPUの憶測を再燃させるEngineering Driver Reignites Battlemage B770 GPU Speculationhttps://www.techpowerup.com/342487/engineering-driver-reignites-battlemage-b770-gpu-speculation
2025-10-31T18:11:42+00:00Redragonが64.99ドルのOtiim K729 Proを発表:水平ノブをフラッシュマウントした静音ワイヤレスTKLメカニカルキーボードRedragon Announces $64.99 Otiim K729 Pro: Silent Wireless TKL Mechanical Keyboard with Flush Mounted Horizontal Knobhttps://www.techpowerup.com/342479/redragon-announces-usd-64-99-otiim-k729-pro-silent-wireless-tkl-mechanical-keyboard-with-flush-mounted-horizontal-knob
2025-10-31T17:39:45+00:00Wootingが60HE v2ゲーミングキーボードの価格と発売時期を発表Wooting Reveals 60HE v2 Gaming Keyboard Pricing and Availabilityhttps://www.techpowerup.com/342477/wooting-reveals-60he-v2-gaming-keyboard-pricing-and-availability
2025-10-31T17:19:36+00:00Windows 11にリソースを浪費するバグだらけのタスクマネージャー複製問題Windows 11 Has a Buggy, Duplicating Task Manager That Hogs Resourceshttps://www.techpowerup.com/342485/windows-11-has-a-buggy-duplicating-task-manager-that-hogs-resources
2025-10-31T16:43:57+00:00AMD、Radeon RX 5000/6000シリーズの「メンテナンスモード」を明確化、発売日のゲームサポートは継続AMD Clarifies “Maintenance Mode” for Radeon RX 5000/6000 Series, First-Day Game Support Remainshttps://www.techpowerup.com/342481/amd-clarifies-maintenance-mode-for-radeon-rx-5000-6000-series-first-day-game-support-remains
2025-10-31T16:36:38+00:00Socionext、構成可能なチップレット「Flexlets」を発表Socionext Introduces Flexlets Configurable Chipletshttps://www.techpowerup.com/342480/socionext-introduces-flexlets-configurable-chiplets
2025-10-31T13:41:38+00:00AtariとPlaion ReplaiがAtari 2600+ Pac-Man Editionを発売Atari and Plaion Replai Launches Atari 2600+ Pac-Man Editionhttps://www.techpowerup.com/342473/atari-and-plaion-replai-launches-atari-2600-pac-man-edition
2025-10-31T13:36:17+00:00Attack Shark、R11 ULTRAカーボンファイバー製フラッグシップゲーミングマウスを発表Attack Shark Unveils the R11 ULTRA Carbon Fiber Flagship Gaming Mousehttps://www.techpowerup.com/342472/attack-shark-unveils-the-r11-ultra-carbon-fiber-flagship-gaming-mouse
2025-10-31T12:01:31+00:00USB-C Power DeliveryはRX 7900 XTXで問題なし、テスト済み、AMDが確認USB-C Power Delivery is Fine on RX 7900 XTX, We Tested It, AMD Confirmshttps://www.techpowerup.com/342468/usb-c-power-delivery-is-fine-on-rx-7900-xtx-we-tested-it-amd-confirms
2025-10-31T13:18:43+00:00SK hynix、2025 OCP Global SummitでフルスタックAIメモリポートフォリオを展示SK hynix Showcases Full-Stack AI Memory Portfolio at 2025 OCP Global Summithttps://www.techpowerup.com/342471/sk-hynix-showcases-full-stack-ai-memory-portfolio-at-2025-ocp-global-summit
2025-10-31T13:09:40+00:00EpomakerがSplit70キーボードシリーズを発表Epomaker Introduces the Split70 Keyboard Serieshttps://www.techpowerup.com/342470/epomaker-introduces-the-split70-keyboard-series
2025-10-31T12:40:59+00:00ASUS Republic of Gamers、ROG GR70ゲーミングミニPCを発表ASUS Republic of Gamers Announces ROG GR70 Gaming Mini PChttps://www.techpowerup.com/342469/asus-republic-of-gamers-announces-rog-gr70-gaming-mini-pc
2025-10-31T08:21:19+00:00NVIDIAとSKグループがAIファクトリーを建設し、韓国の製造業とデジタルトランスフォーメーションを推進NVIDIA and SK Group Build AI Factory to Drive Korea’s Manufacturing and Digital Transformationhttps://www.techpowerup.com/342465/nvidia-and-sk-group-build-ai-factory-to-drive-koreas-manufacturing-and-digital-transformation
2025-10-31T08:19:19+00:00NVIDIAとSamsungがAIファクトリーを建設し、グローバルなインテリジェント製造を変革NVIDIA and Samsung Build AI Factory to Transform Global Intelligent Manufacturinghttps://www.techpowerup.com/342464/nvidia-and-samsung-build-ai-factory-to-transform-global-intelligent-manufacturing
2025-10-31T08:16:16+00:00Razerが新しいCounter-Strike 2コレクションを発表Razer Launches New Counter-Strike 2 Collectionhttps://www.techpowerup.com/342463/razer-launches-new-counter-strike-2-collection
2025-10-31T08:07:10+00:00Thermal Grizzly WireView Pro IIが予約受付開始Thermal Grizzly WireView Pro II Now Available for Pre-Orderhttps://www.techpowerup.com/342462/thermal-grizzly-wireview-pro-ii-now-available-for-pre-order
2025-10-31T05:50:10+00:00任天堂のクリーチャー捕獲メカニズムの特許が拒否されるNintendo’s Creature Capture Mechanic Patent Deniedhttps://www.techpowerup.com/342460/nintendos-creature-capture-mechanic-patent-denied
2025-10-31T04:30:12+00:00Amazonのレイオフがロード・オブ・ザ・リングMMOに終焉をもたらすAmazon Layoffs Spell Doom for Lord of the Rings MMOhttps://www.techpowerup.com/342456/amazon-layoffs-spell-doom-for-lord-of-the-rings-mmo
EETimes Taiwan
2025-10-31CXL 3.1とPCIe 6.2が計算効率を再定義する方法CXL 3.1和PCIe 6.2如何重新定義運算效率https://www.eettaiwan.com/20251031nt31-how-cxl-3-1-and-pcie-6-2-are-redefining-compute-efficiency/
2025-10-31Raspberry Pi Pico上でLVGL 9.xを用いたC/C++アプリケーション開発在樹莓派Pico上開發LVGL9.x C/C++應用https://www.eettaiwan.com/20251031ta51-how-to-make-lvgl9-x-c-c-applications-on-a-dual-core-rp2040-mcu/
2025-10-31生成型AIの悪影響学習を防ぐ 台大チームが概念抹消技術を開発防止生成式AI「學壞」 台大團隊開發概念抹除技術https://www.eettaiwan.com/20251031nt11-ntu-team-develops-concept-erasing-stops-ai-from-learning-bad-content/
2025-10-31セルラーIoT接続が持続的に成長 IoTエコシステムの転換に対応Cellular IoT連線持續成長 迎接物聯網生態轉型https://www.eettaiwan.com/20251031nt21-cellular-iot-connectivity-continues-to-grow/
2025-10-30なぜエッジコンピューティングと6Gスマートが依然として『憧れ』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磁気感応電子皮膚で高性能な人機インタラクションを実現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新興市場におけるテクノロジーの力 エジプトのIC企業を訪問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転換を促す 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/
EETimes Asia
2025-10-31CadenceがSecure-ICの買収を完了Cadence Completes Acquisition of Secure-IChttps://www.eetasia.com/cadence-completes-acquisition-of-secure-ic/
2025-10-31Alif SemiconductorのMCUはExecuTorchランタイムのサポートを搭載Alif Semiconductor MCUs Feature Support for ExecuTorch Runtimehttps://www.eetasia.com/alif-semiconductor-mcus-feature-support-for-executorch-runtime/
2025-10-31Microchipのトランシーバー、最大25Gbpsの速度を誇るMicrochip Transceivers Tout Speeds at Up to 25Gbpshttps://www.eetasia.com/microchip-transceivers-tout-speeds-at-up-to-25gbps/
2025-10-30SEMI:2025年に世界のシリコンウェーハ出荷量が回復する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に対して確固たる戦略が必要Enterprises Need Solid Strategy for AIhttps://www.eetasia.com/enterprises-need-solid-strategy-for-ai/
EETimes India
2025-10-31MacDermid Alpha、Micromax買収へMacDermid Alpha to Acquire Micromaxhttps://www.eetindia.co.in/macdermid-alpha-to-acquire-micromax/
2025-10-31Ceva 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対応デバイスおよびシステムにパワーを供給Ceva Wi-Fi 7 1×1 Client IP Powers Smarter, More Responsive AI-Enabled Devices and Systemshttps://www.eetindia.co.in/ceva-wi-fi-7-1×1-client-ip-powers-smarter-more-responsive-ai-enabled-devices-and-systems/
2025-10-31Microchipのトランシーバー、最大25Gbpsの高速性能を強調Microchip Transceivers Tout Speeds at Up to 25Gbpshttps://www.eetindia.co.in/microchip-transceivers-tout-speeds-at-up-to-25gbps/
2025-10-30STのイメージセンサー、産業オートメーション、セキュリティ、小売向けアプリケーションをターゲットにST Image Sensors Targeted at Industrial Automation, Security, Retail Applicationshttps://www.eetindia.co.in/st-image-sensors-targeted-at-industrial-automation-security-retail-applications/
2025-10-30Infineonが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、Artemisのオフライン版で協業TurinTech and Intel Partner on Offline Version of Artemishttps://www.eetindia.co.in/turintech-and-intel-partner-on-offline-version-of-artemis/
ZDNET Korea
2025-11-01[インタビュー] クラウデラ CTO 「AI競争の本質は、モデル性能ではなく『運用化』…データ統制は必須」[인터뷰] 클라우데라 CTO “AI 경쟁 본질, 모델 성능 아닌 ‘운영화’…데이터 통제 필수”https://www.zdnet.co.kr/20251014185412%22%20title=%22
2025-11-01ワークデイ、韓国企業の78%がAIエージェントを導入워크데이, 한국 기업 78%가 AI 에이전트 도입https://www.zdnet.co.kr/20251101064335%22%20title=%22
2025-10-31ジェンセン・ファンの助言 「AIインフラ整備?まずはAI工場を建てろ」젠슨 황의 조언 “AI 인프라 조성? AI 공장부터 먼저 지어라”https://www.zdnet.co.kr/20251031211058%22%20title=%22
2025-10-31[人事] 国土交通省[인사] 국토교통부https://www.zdnet.co.kr/20251031182206%22%20title=%22
2025-10-31インチョン国際空港公社、『AI革新TFチーム』発足…AI転換を加速인천국제공항공사, ‘AI 혁신 TF팀’ 발족…AI 전환 가속https://www.zdnet.co.kr/20251031181900%22%20title=%22
2025-10-31[ZD SW Today] NIPA、韓国・ベトナムデジタルフォーラム成功他[ZD SW 투데이] NIPA, 한-베트남 디지털 포럼 성료 外https://www.zdnet.co.kr/20251031175933%22%20title=%22
2025-10-31インフォバンク、キウム証券の『AI業務相談チャットボット』システムを正式にオープン인포뱅크, 키움증권 ‘AI 업무상담 챗봇’ 시스템 정식 오픈https://www.zdnet.co.kr/20251031175427%22%20title=%22
2025-10-31金の冠をかぶって踊るトランプ大統領、AI合成ミームが世界中に拡散금관 쓰고 춤추는 트럼프 대통령, AI 합성 밈 전 세계 확산https://www.zdnet.co.kr/20251031174926%22%20title=%22
2025-10-31ヒョソン、3四半期も電力機器のおかげで好業績…化学不振を補った효성, 3분기도 전력기기 덕분에 웃었다…화학 부진 상쇄https://www.zdnet.co.kr/20251031170149%22%20title=%22
2025-10-31Dメモリ7ヶ月・NAND 10ヶ月連続上昇…メモリ価格の回復傾向が続くD램 7개월·낸드 10개월 연속 상승…메모리 가격 회복세 지속https://www.zdnet.co.kr/20251031173951%22%20title=%22
2025-10-31クラビ、『K-防疫』の高度化に乗り出す…政府AXプロジェクトを先導클라비, ‘K-방역’ 고도화 나선다…정부 AX 프로젝트 앞장https://www.zdnet.co.kr/20251031172101%22%20title=%22
2025-10-31ヒュンダイオートエバー、SI成長により第3四半期は『過去最高業績』…海外事業が好調현대오토에버, SI 성장세에 3분기 ‘역대 최고 실적’…대외 사업 호조https://www.zdnet.co.kr/20251031155045%22%20title=%22
2025-10-31エヌビディアのブラックウェル支援により、韓国の『フィジカルAI』の主導権確保が加速するか엔비디아 블랙웰 지원에 韓 ‘피지컬 AI’ 주도권 확보 가속될까https://www.zdnet.co.kr/20251031170300%22%20title=%22
中央日報
2025-11-01半導体を除けば『マイナス輸出』…4000を超えても下落銘柄が多い반도체 빼면 '마이너스 수출'…사천피 넘겨도 내린 종목 더 많다https://www.joongang.co.kr/article/25378746
2025-11-0111万電子を突破してさらに進むのか?…『サムスン電子・ハイニックス、スーパサイクルでも半導体は来なかった』11만전자 뚫고 더 간다?…”삼전·하닉 수퍼사이클 반도 안왔다”https://www.joongang.co.kr/article/25378747
2025-11-01『韓国にGPU26万枚』…ジェンセン・ファン、AI同盟を提案“한국에 GPU 26만장”…젠슨 황, AI동맹 제안https://www.joongang.co.kr/article/25378734
2025-11-01エヌビディア、サムスン・SK・現代自動車と『AIファクトリー』…K製造業を支援엔비디아, 삼성·SK·현대차와 ‘AI 팩토리’…K제조업 지원https://www.joongang.co.kr/article/25378730
2025-11-01AI需要の増加で汎用DRAM価格も急騰…「10年に一度のスーパ―サイクル」AI 수요 늘며 범용 D램 가격도 급등…“10년에 한 번 오는 수퍼사이클”https://www.joongang.co.kr/article/25378722
BAIDU
昨天22:57伝安世半導体はすでに中国工場へのウエハ供給を停止した传安世半导体已暂停向中国工厂供应晶圆https://www.thepaper.cn/newsDetail_forward_31870135
昨天21:57芯德半導体は香港証券取引所に上場申請を行い、20億元以上の資本支援を受け、封装・テスト分野での優位性を狙う芯德半导体递表港交所 超20亿元资本加持抢占封测话语权https://baijiahao.baidu.com/s?id=1847506001754802707&wfr=spider&for=pc
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