Word got out earlier this month that HP might be the first to launch an ultrabook, and that still sounds like the rumor du jour in Taiwan. However, DigiTimes has now added a slight clarification based "sources from the upstream supply chain": Asus may actually be the first to mass-produce an ultrabook.
Those supply chain sources, DigiTimes adds, suggest that big notebook players including HP, Acer, Asus, Dell, and Lenovo all plan to kick off ultrabook mass production in September. However, due to LCD panel shortages (which I'm assuming is what DigiTimes means by "low panel yield rate"), Acer and Dell may end up late to the party... and it sounds like Asus might be pulling ahead of HP. Asus did, after all, showcase the first ultrabook at Computex earlier this year.
Just don't get too excited about shopping for ultrabooks in the near future. DigiTimes says products won't hit the market until later this year, and HP's first ultrabooks might even slip into early 2012. I'm sure everyone's trying to get systems out the door in time for the holiday shopping rush, though.