There are signs that the technology supply chain in China might be starting up again. During a cosy-sounding fireside chat, NVIDIA management reported that supply chains are due to recover 70 – 80% by the end of the quarter, with the majority of that recovery focused on personal computing, particularly laptops to meet work-from-home demand.
The Tom’s Hardware website said that this claim is supported an earlier report from the World Economic Forum which cites China’s recent lack of new coronavirus cases and loosened quarantine restrictions as signs of potential OEM recovery. Most shops and restaurants appear to be reopening, OEMs are chartering buses and planes to replenish their workforces and manufacturers are looking to supplement their normal workforce using members of their management teams while also exploring ways to automate more processes.