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To: neolib who wrote (36848)4/22/2020 9:23:28 PM
From: VattilaRead Replies (2) | Respond to of 75946
 
"Highlights of the day" at DigiTimes has a little more colour on that:

"PC demand has been inadvertently propelled by the coronavirus pandemic, but some market observers are concerned that the PC market may start seeing a slowdown in May, followed by a sharp falls in the third quarter. But some makers in the supply chain are more optimistic, such as cooling module solution supplier Auras, which believes its shipments to the notebook segment will remain strong in third-quarter 2020. Memory backend firm Powertech is also reporting clear order visibility through the third quarter, and is expecting sales to hit a record in 2020."

digitimes.com

Still, pretty confused. I guess there is a lot of uncertainty and anxiety about.