Is this a sign of bottoming PC demand, or are the industry's inventory woes about to worsen?...
Monday, October 1, 2012, 6:48 PM ETIs this a sign of bottoming PC demand, or are the industry's inventory woes about to worsen? Digitimes reports Taiwanese contract manufacturers boosted their notebook shipments to top OEMs in September, as vendors increase supplies ahead of Windows 8's (MSFT) Oct. 26 launch - H-P (HPQ) saw a 70% M/M shipment increase, Asus 50%, and Acer 30%. Williams Financial is encouraged by the report, and says it's consistent with talks the firm has had with Taiwanese supply chain contacts. (Clover Trail delays)
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