Feeds

Taiwan notebook business scents upturn

But still held back by LCD costs

  • alert
  • submit to reddit

Reducing security risks from open source software

ComputerWire: IT Industry Intelligence

Taiwan's notebook sector appears to be relatively healthy according to research by Merrill Lynch, although visibility remains extremely limited. A research note from Merrill Lynch said that after visiting Taiwanese vendors, it seemed that March was going to be better than January, which was in turn going to be better than January.

However, the bank continued, visibility remains limited with rolling forecasts at one month with no committed production, compared to a year ago, when rolling forecasts were three months with one month of committed production. Pressures on the sector include short supply and high pricing for LCDs, with little improvement until the second half of next year. DRAM contract pricing is also high. A further blot on the horizon is increasing manufacturing capacity in China, which will enjoy an increasing cost advantage as volumes ramp up.

© Computerwire.com. All rights reserved.

Eight steps to building an HP BladeSystem

More from The Register

next story
BBC goes offline in MASSIVE COCKUP: Stephen Fry partly muzzled
Auntie tight-lipped as major outage rolls on
iPad? More like iFAD: We reveal why Apple fell into IBM's arms
But never fear fanbois, you're still lapping up iPhones, Macs
White? Male? You work in tech? Let us guess ... Twitter? We KNEW it!
Grim diversity numbers dumped alongside Facebook earnings
HP, Microsoft prove it again: Big Business doesn't create jobs
SMEs get lip service - what they need is dinner at the Club
Bose says today IS F*** With Dre Day: Beats sued in patent battle
Music gear giant seeks some of that sweet, sweet Apple pie
Amazon Reveals One Weird Trick: A Loss On Almost $20bn In Sales
Investors really hate it: Share price plunge as growth SLOWS in key AWS division
Dude, you're getting a Dell – with BITCOIN: IT giant slurps cryptocash
1. Buy PC with Bitcoin. 2. Mine more coins. 3. Goto step 1
There's NOTHING on TV in Europe – American video DOMINATES
Even France's mega subsidies don't stop US content onslaught
prev story

Whitepapers

Top three mobile application threats
Prevent sensitive data leakage over insecure channels or stolen mobile devices.
Implementing global e-invoicing with guaranteed legal certainty
Explaining the role local tax compliance plays in successful supply chain management and e-business and how leading global brands are addressing this.
Boost IT visibility and business value
How building a great service catalog relieves pressure points and demonstrates the value of IT service management.
Designing a Defense for Mobile Applications
Learn about the various considerations for defending mobile applications - from the application architecture itself to the myriad testing technologies.
Build a business case: developing custom apps
Learn how to maximize the value of custom applications by accelerating and simplifying their development.