According to Scott Lin, President of Acer Taiwan has said the PC supply chain still has at least three months worth of stock. That said, Lin stated that the Japan earthquake should not have an immediate will on impact on the PC market.
With PC manufacturers, brick and mortar each having at least one month’s worth of inventory, the supply should be fine for up to three months. Nevertheless, Lin did caution that Japan’s power infrastructure is an important factor and taking it online sooner rather than later will be crucial to whether the shortages become more serious. Read More…..
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