Taiwan advances low-energy hydrogen production, cutting down rare earth use

Researchers from Academia Sinica, National Central University (NCU), and Yuan Ze University announced significant advancements in hydrogen electrolysis technology at a December 17 press conference held at Taiwan’s National Science and Technology Council (NSTC). The team detailed the development of new core materials for proton-conducting solid oxide electrolysis (P-SOEL), aiming to reduce energy consumption and lower costs in hydrogen production.

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AI servers and semiconductors drive Taiwan PCB peak season; TPCA forecasts 11% growth in 2025

Taiwan’s printed circuit board (PCB) industry is set for robust growth in 2025, supported by strong demand from AI servers amid a weakening traditional smartphone market. The Taiwan Printed Circuit Association (TPCA) highlighted that despite external uncertainties such as exchange rate fluctuations and tariff negotiations, the sector benefits from price hikes driven by tight supply of high-end materials, leading to increases in both volume and prices.

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China hikes drone part prices to Russia amid growing reliance

Chinese suppliers have significantly increased the prices of drone components and dual-use technology exported to Russia, according to trade data that highlights Moscow’s growing vulnerability as the conflict in Ukraine continues. Analysis of figures from China’s General Administration of Customs indicates that costs for military-grade hardware rose sharply through October 2025, even as export volumes in several categories declined.

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Rising memory and wafer costs to weigh on 2026 smartphone shipments, Counterpoint Research says

The smartphone market is expected to contract in 2026 as rising costs for memory and advanced process wafers drive manufacturers to reconsider pricing and specifications, according to research firm Counterpoint Research. The firm forecasts a 2.1% decline in smartphone shipments next year, with entry-level models anticipated to experience the sharpest drop due to heightened consumer sensitivity to price increases.

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Intel completes high-NA EUV validation for 14A, advances 2D transistor tech

Intel has completed acceptance testing of the industry’s first commercial high-NA EUV lithography system with a numerical aperture of 0.55, the ASML Twinscan EXE:5200B, laying the foundation for mass production of its 14A process node. This milestone marks the transition of high-NA EUV technology from research and development verification to high-volume manufacturing (HVM), enabling wafer throughput of 175 per hour and reinforcing Intel’s efforts to reclaim leadership in advanced semiconductor processes.

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