Philips and AOC simultaneously launched in China two gaming monitors with DLG Pro technology – the Philips 27E2N5901RW and the AOC U27G4FL5/WS, respectively. Both monitors appear to be built around the same BOE‑manufactured Fast IPS panel – and not just any panel, but one featuring hardware‑level circular polarization technology. This shared foundation is significant. Circular polarization at the…

Global investment in AI computing power is continuing to boost semiconductor demand, and China’s chip exports are surging in tandem. Data from China’s General Administration of Customs show that China’s IC export value rose 100.1% year-over-year in April 2026, marking the first time it has doubled and reflecting how price hikes in AI servers, data centers, and memory are spreading rapidly through the IC supply chain.

Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also by solid pull-in demand for peripheral chips. Many industry players say the current buying momentum is stronger than in a typical seasonal low and reflects customers’ expectations that component costs will keep rising. By past patterns, inventory digestion would usually emerge in the second half, but chipmakers now cannot say for sure whether customer orders will see a major correction.

TSMC’s tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI accelerators.