{"id":2963,"date":"2025-10-10T11:04:03","date_gmt":"2025-10-10T03:04:03","guid":{"rendered":"https:\/\/www.siproin-ic.com\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91sep-2025-copy\/"},"modified":"2025-10-10T11:06:38","modified_gmt":"2025-10-10T03:06:38","slug":"%e3%80%90monthly-semiconductor-industry-news%e3%80%91oct-2025","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/ja\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91oct-2025\/","title":{"rendered":"\u6708\u520a\u534a\u5c0e\u4f53\u7523\u696d\u65b0\u805e\u30112025\u5e7410\u6708\u53f7"},"content":{"rendered":"
    \n
  1. \n

    \u4e2d\u56fd\u306b\u5bfe\u3059\u308b\u7c73\u56fd\u534a\u5c0e\u4f53\u8f38\u51fa\u898f\u5236\u306e\u30a8\u30b9\u30ab\u30ec\u30fc\u30b7\u30e7\u30f3\uff1a<\/strong>\u00a010\u6708\u4e0a\u65ec\u3001\u7c73\u56fd\u7523\u696d\u5b89\u5168\u4fdd\u969c\u5c40\u306f\u3001\u4e2d\u56fd\u306eN+2\u304a\u3088\u3073\u3088\u308a\u9ad8\u5ea6\u306a\u30d7\u30ed\u30bb\u30b9\u6280\u8853\u306e\u9032\u6b69\u3092\u9045\u3089\u305b\u308b\u3053\u3068\u3092\u76ee\u7684\u3068\u3057\u3066\u3001\u5148\u7aef\u30ce\u30fc\u30c9\u30c1\u30c3\u30d7\u306e\u88fd\u9020\u306b\u4f7f\u7528\u3055\u308c\u308b\u7279\u5b9a\u306e\u88fd\u9020\u88c5\u7f6e\u304a\u3088\u3073EDA\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u4e2d\u56fd\u3078\u306e\u8f38\u51fa\u306b\u5bfe\u3059\u308b\u66f4\u306a\u308b\u5236\u9650\u3092\u767a\u8868\u3057\u305f\u3002<\/p>\n<\/li>\n

  2. \n

    ASML\u3001\u521d\u306e\u6b21\u4e16\u4ee3\u9ad8NA EUV\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u88c5\u7f6e\u3092\u7d0d\u5165<\/strong>\u00a0ASML\u306f\u3001TwinScan EXE:5200\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u88c5\u7f6e\u306e\u7b2c\u4e00\u53f7\u6a5f\u3092\u5927\u624b\u9867\u5ba2\u306b\u6b63\u5f0f\u306b\u7d0d\u5165\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u9ad8\u958b\u53e3\u6570EUV\u88c5\u7f6e\u306f\u3001\u5c06\u6765\u306e1nm\u304a\u3088\u3073\u30b5\u30d61nm\u30c1\u30c3\u30d7\u30d7\u30ed\u30bb\u30b9\u306e\u5b9f\u73fe\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002<\/p>\n<\/li>\n

  3. \n

    \u30a4\u30f3\u30c6\u30eb\u3001\u30a4\u30f3\u30c6\u30eb18A\u30c6\u30b9\u30c8\u30c1\u30c3\u30d7\u306e\u30c6\u30fc\u30d7\u30a2\u30a6\u30c8\u6210\u529f\u3092\u767a\u8868\uff1a<\/strong>\u00a0\u30a4\u30f3\u30c6\u30eb\u306f\u3001\u6280\u8853\u7684\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u53d6\u308a\u623b\u3059\u9375\u3068\u306a\u308b\u30a4\u30f3\u30c6\u30eb18A\uff08\u304a\u3088\u305d1.8nm\u76f8\u5f53\uff09\u30d7\u30ed\u30bb\u30b9\u30fb\u30ce\u30fc\u30c9\u304c\u3001\u4e3b\u8981\u9867\u5ba2\u5411\u3051\u306e\u30c6\u30b9\u30c8\u30fb\u30c1\u30c3\u30d7\u306e\u30c6\u30fc\u30d7\u30a2\u30a6\u30c8\u306b\u6210\u529f\u3057\u30012026\u5e74\u521d\u982d\u306b\u91cf\u7523\u3092\u958b\u59cb\u3059\u308b\u3068\u767a\u8868\u3057\u305f\u3002<\/p>\n<\/li>\n

  4. \n

    \u4e16\u754c\u306e\u534a\u5c0e\u4f53\u8a2d\u5099\u6295\u8cc7\u306f\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0\u3059\u308b\u898b\u901a\u3057\uff1a<\/strong>\u00a0SEMI\u306f\u6700\u65b0\u306e\u56db\u534a\u671f\u4e88\u6e2c\u3067\u3001\u30de\u30af\u30ed\u7d4c\u6e08\u306e\u4e0d\u78ba\u5b9f\u6027\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001AI\u3001HPC\u3001\u81ea\u52d5\u8eca\u7528\u30c1\u30c3\u30d7\u306e\u9700\u8981\u306b\u727d\u5f15\u3055\u308c\u30012025\u5e74\u306e\u4e16\u754c\u306e\u30d5\u30a1\u30d6\u8a2d\u5099\u6295\u8cc7\u7dcf\u984d\u306f\u524d\u5e74\u6bd49%\u5897\u306e$1,200\u5104\u30c9\u30eb\u3092\u8d85\u3048\u308b\u3068\u4e88\u6e2c\u3057\u3066\u3044\u308b\u3002<\/p>\n<\/li>\n

  5. \n

    SK Hynix\u3001\u6b21\u4e16\u4ee3HBM4\u7528\u57fa\u790e\u30c1\u30c3\u30d7\u306e\u30b5\u30f3\u30d7\u30ea\u30f3\u30b0\u3092\u958b\u59cb\uff1a<\/strong>\u00a0SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f\u3001\u6b21\u4e16\u4ee3HBM4\u30e1\u30e2\u30ea\u306e\u30d9\u30fc\u30b9\u30c1\u30c3\u30d7\u306e\u30b5\u30f3\u30d7\u30eb\u751f\u7523\u3092\u958b\u59cb\u3057\u305f\u30022026\u5e74\u306b\u767a\u58f2\u304c\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308bHBM4\u306f\u3001\u30b9\u30bf\u30c3\u30ad\u30f3\u30b0\u3001\u5e2f\u57df\u5e45\u3001\u30ed\u30b8\u30c3\u30af\u30b3\u30a2\u306e\u7d71\u5408\u306b\u304a\u3044\u3066\u5927\u304d\u306a\u9769\u65b0\u3092\u7279\u5fb4\u3068\u3059\u308b\u3002<\/p>\n<\/li>\n

  6. \n

    TSMC\u306e\u65e5\u672c\u7b2c2\u5de5\u5834\u304c\u6b63\u5f0f\u306b\u7740\u5de5\uff1a<\/strong>\u00a0TSMC\u3001\u30bd\u30cb\u30fc\u3001\u30c7\u30f3\u30bd\u30fc\u3001\u305d\u306e\u4ed6\u65e5\u672c\u4f01\u696d\u306e\u5408\u5f01\u4f1a\u793e\u3067\u3042\u308bJASM\u306f\u3001\u718a\u672c\u306b\u7b2c2\u30a6\u30a7\u30cf\u5de5\u5834\u306e\u5efa\u8a2d\u3092\u958b\u59cb\u3057\u305f\u30026\/7nm\u304a\u3088\u307312\/16nm\u30d7\u30ed\u30bb\u30b9\u306b\u7126\u70b9\u3092\u5f53\u3066\u3001\u65e5\u672c\u306e\u81ea\u52d5\u8eca\u304a\u3088\u3073\u5bb6\u96fb\u696d\u754c\u306e\u65fa\u76db\u306a\u9700\u8981\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u30012027\u5e74\u306b\u751f\u7523\u3092\u958b\u59cb\u3059\u308b\u4e88\u5b9a\u3067\u3042\u308b\u3002<\/p>\n<\/li>\n

  7. \n

    EU\u30c1\u30c3\u30d7\u30b9\u6cd5\u306b\u57fa\u3065\u304f\u521d\u306e\u5927\u578b\u8cc7\u91d1\u8abf\u9054\u304c\u627f\u8a8d\u3055\u308c\u308b\uff1a<\/strong>\u00a0\u6b27\u5dde\u59d4\u54e1\u4f1a\u306f\u3001\u30c9\u30a4\u30c4\u3001\u30d5\u30e9\u30f3\u30b9\u3001\u30a4\u30bf\u30ea\u30a2\u3001\u30dd\u30fc\u30e9\u30f3\u30c9\u306b\u304a\u3044\u3066\u3001\u7814\u7a76\u958b\u767a\u304b\u3089\u5927\u898f\u6a21\u751f\u7523\u307e\u3067\u306e\u534a\u5c0e\u4f53\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u3001\u7dcf\u984d220\u5104\u30e6\u30fc\u30ed\u3092\u8d85\u3048\u308b\u63f4\u52a9\u3092\u884c\u3046\u6b27\u5dde\u30c1\u30c3\u30d7\u6cd5\u306b\u57fa\u3065\u304f\u6700\u521d\u306e\u4e3b\u8981\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u627f\u8a8d\u3057\u305f\u3002<\/p>\n<\/li>\n

  8. \n

    AI\u7528PC\u30c1\u30c3\u30d7\u3067\u4fa1\u683c\u7af6\u4e89\u304c\u52c3\u767a\uff1a<\/strong>\u00a0\u6d3b\u6cc1\u3092\u5448\u3059\u308bAI PC\u5e02\u5834\u306b\u5bfe\u6297\u3059\u308b\u305f\u3081\u3001\u30af\u30a2\u30eb\u30b3\u30e0\u3001\u30a4\u30f3\u30c6\u30eb\u3001AMD\u304c10\u6708\u306b\u767a\u8868\u3057\u305f\u65b0\u4e16\u4ee3\u306eAI PC\u7528\u30d7\u30ed\u30bb\u30c3\u30b5\u306f\u3001\u6027\u80fd\u5411\u4e0a\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u7af6\u4e89\u529b\u306e\u3042\u308b\u4fa1\u683c\u8a2d\u5b9a\u3092\u5f37\u3081\u3066\u304a\u308a\u3001\u3053\u306e\u5206\u91ce\u3067\u306e\u7af6\u4e89\u6fc0\u5316\u3092\u793a\u5506\u3057\u3066\u3044\u308b\u3002<\/p>\n<\/li>\n

  9. \n

    \u4e2d\u56fd\u306e\u6210\u719f\u30d7\u30ed\u30bb\u30b9\u80fd\u529b\u62e1\u5f35\u306e\u7d99\u7d9a\u304c\u4e16\u754c\u306e\u6ce8\u76ee\u3092\u96c6\u3081\u308b\uff1a<\/strong>\u00a0TrendForce\u306e\u30ec\u30dd\u30fc\u30c8\u306b\u3088\u308b\u3068\u300128nm\u304a\u3088\u3073\u305d\u308c\u4ee5\u524d\u306e\u6210\u719f\u30d7\u30ed\u30bb\u30b9\u306e\u4e16\u754c\u751f\u7523\u80fd\u529b\u306b\u5360\u3081\u308b\u4e2d\u56fd\u306e\u30b7\u30a7\u30a2\u306f\u62e1\u5927\u3057\u7d9a\u3051\u3066\u304a\u308a\u30012025\u5e74\u672b\u306b\u306f\u7d0435%\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\n<\/li>\n

  10. \n

    \u534a\u5c0e\u4f53\u6750\u6599\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306e\u30d6\u30ec\u30fc\u30af\u30b9\u30eb\u30fc\uff1a<\/strong>\u00a0\u30a2\u30d7\u30e9\u30a4\u30c9 \u30de\u30c6\u30ea\u30a2\u30eb\u30ba\u3068\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306f\u3001\u305d\u308c\u305e\u308c\u65b0\u3057\u3044\u914d\u7dda\u6750\u6599\uff08\u30eb\u30c6\u30cb\u30a6\u30e0\u3001\u30e2\u30ea\u30d6\u30c7\u30f3\u306a\u3069\uff09\u3068\u4f4e\u8a98\u96fb\u7387\u6750\u6599\u306b\u304a\u3051\u308b\u30d6\u30ec\u30fc\u30af\u30b9\u30eb\u30fc\u3092\u767a\u8868\u3057\u305f\u3002<\/p>\n<\/li>\n<\/ol>","protected":false},"excerpt":{"rendered":"

    China’s Continued Mature Process Capacity Expansion Draws Global Attention:\u00a0A TrendForce report indicates that China’s share of global capacity for 28nm and older mature processes continues to grow, projected to reach about 35% by the end of 2025, raising concerns among manufacturers in other regions about potential oversupply and price competition.<\/p>","protected":false},"author":8,"featured_media":2964,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[36],"tags":[317,282],"acf":[],"_links":{"self":[{"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/posts\/2963"}],"collection":[{"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/comments?post=2963"}],"version-history":[{"count":0,"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/posts\/2963\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/media\/2964"}],"wp:attachment":[{"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/media?parent=2963"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/categories?post=2963"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ja\/wp-json\/wp\/v2\/tags?post=2963"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}