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Non-Tech : Kirk's Market Thoughts

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Nov 7 9:30 AM EST

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To: robert b furman who wrote (4296)	9/27/2016 2:03:08 PM
From: Kirk ©	Read Replies (1) of 26439

MUSIC TO MY EARS! More good news for our old friend, Intel: Rising notebook demand causing shortages in many components Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Monday 26 September 2016] With demand for notebooks stronger than expected and notebook component suppliers conservative about their shipments, several components including panel, battery and solid state drive (SSD), reportedly are suffering from shortages, according to sources from the upstream supply chain. Several notebook vendors including Hewlett-Packard (HP) and Dell have already increased their notebook shipment forecasts for the second half of 2016 and first half of 2017 recently. Demand for notebooks has also been rising since the second quarter and is growing even stronger in the third quarter due to factors such as low channel inventory, Intel's new processor and rising acceptance for Windows 10 and consumers starting to replacement their old products. Because of the shortages, vendors have been aggressively securing their component supply, hoping to minimize the impact on their year-end holiday sales. More at digitimes.com

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