Notebook demand from the government and enterprise sectors has been strong, thanks to the coronavirus pandemic, which is nevertheless hindering ocmponents productio in Southeast Asia. As a result, supply of notebooks may become short of demand in May, according to Digitimes Research. The pandemic has also sent millions working and studying at home, shoring up demand for datacenter support. Server order visibility has now extended to second-half 2020.
Notebooks in shortages due to Southeast Asia lockdowns, says Digitimes Research: Notebook supply is expected to fall short of demand in May as components production in the Southeast Asia is being hindered by local contigencies against the coronavirus pandemic, according to Digitimes Research.
Server order visibility clear in 2H20 on demand from FB, Microsoft: As major cloud services providers including Microsoft and Facebook are keenly expanding construction of datacenters to better serve global users, the server industry has got a significant boost in order visibility for the second half of 2020, but shipments can hardly meet demand from clients due to production and logistics problems, according to industry sources.