Digitimes continues to report notebook OEMs expect to see healthy shipment growth in the coming...


Digitimes continues to report notebook OEMs expect to see healthy shipment growth in the coming months, thanks to new products and Intel's (INTC) Ivy Bridge launch. It also claims chipmakers are seeing orders "pour in" ahead of ultrabook launches. Wells Fargo recently argued these datapoints are a reason to be bullish on chip stocks ... though shares have already rallied on expectations of rebounding demand.

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