Recent market chatter suggests HP may raise its 2026 notebook shipment outlook. My latest supply-chain surveys indicate this is not the case. HP has only verbally asked suppliers to extend lead times from about one month to six months, while full-year shipment volume remains largely unchanged. Since there’s no upfront payment, suppliers are unlikely to truly build inventory at that level—though some incremental stocking may occur, creating the appearance of order growth.Two key takeaways:1. A notable increa ...