Server CPUs are AI boom’s next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia’s accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful server processor, and Chinese cloud and internet firms are being pushed into the kind of long-term supply commitments once reserved for the tightest parts of the market.

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Texas Instruments sees China EV surge and rising analog prices as upcycle broadens

Texas Instruments’ second quarter of 2026 results landed Wednesday with two signals worth parsing beyond the headline numbers: an automotive demand acceleration that TI’s own management didn’t see coming three months ago, and the first analog price increases the company has executed in years. Together, they suggest the current upcycle is broadening in ways the supply chain has not fully absorbed.

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Philips 27E2N6900QW debuts in China with a 4K Penta Tandem QD-OLED display

The Philips 27E2N6900QW is a new premium monitor for the Chinese market, distinguished by a next‑generation Penta Tandem QD‑OLED panel. The monitor reaches 250 nits in SDR at 100% APL, 450 nits in HDR at 10% APL, and peaks at 1000 nits in a 3% window. Combined with DisplayHDR True Black 400 certification, the panel is engineered to deliver deep blacks and intense highlights without sacrificing…

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Philips 32M2N6901A brings RGB Q‑Stripe Clarity and AI-enhanced Ambiglow to 4K gaming

The Philips 32M2N6901A from the Philips Evnia series is a brand-new QD-OLED monitor for the global market, built to deliver premium image quality, fast response performance and improved text clarity for users who split their time between work and play. The Evnia 32M2N6901A is built around a 31.5-inch QD-OLED display panel with a 4K resolution and a native 165Hz refresh rate. A major generational…

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China ends decade-old battery tax break, signaling a coordinated squeeze on clean-energy overcapacity

China is dismantling the tax shelter that helped build the world’s largest battery industry, and the move looks less like a one-off revenue measure than the opening of a broad campaign to force consolidation across its clean-energy supply chains — with consequences that reach from Chinese carmakers to global energy-storage buyers.

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