Micro-Star International (MSI) and Gigabyte Technology recently revealed that their notebook shipments picked up in the second half of the year and both companies are optimistic about notebook shipments for 2010.
MSI expects its notebook shipments will have chance to grow more than 10% sequentially in the fourth quarter of 2009 thanks to the launch of Windows 7, but a shortage of optical drives and DRAM, which is expected to last through the end of 2009 and even longer, may hurt growth, chairman Joseph Hsu indicated.