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.

Continue reading

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.

Continue reading

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.

Continue reading

Google reportedly launches TorchTPU project to boost TPU compatibility with PyTorch

Google has reportedly initiated the TorchTPU project to enhance support for the PyTorch machine learning framework on its tensor processing units (TPUs), aiming to challenge the software dominance of Nvidia’s CUDA ecosystem. Reuters, citing insiders, said the effort focuses on lowering barriers for developers and increasing TPU adoption in cloud and enterprise settings.

Continue reading

Rapidus launches AI design tools to support 2nm semiconductor development

On December 17, Rapidus announced a new suite of AI-based semiconductor design tools under its Rapidus AI-Assisted Design Solution (Raads), aimed at supporting the company’s Rapid and Unified Manufacturing Service (RUMS) concept. The technology will be rebranded as Rapidus AI-Agentic Design Solution, with multiple tools scheduled for release starting in 2026. Customers will receive the tools alongside a process design kit (PDK) and reference flows.

Continue reading