Posted by pang72 > 2024-05-19 15:06 | Report Abuse

OK! Calvin

Posted by calvintaneng > 2024-05-19 17:38 | Report Abuse

From experience

In a thematic bull run time all stocks in similar industries will go up together hand in hand and side by side in rotational uptrend

2019
PETRONAS Pumped Rm30 Billions into Upstream

Upstream Ogse stocks all went up in tandem like Dayang, Carimin, Penergy, Uzma, UmwOg (velesto) & etc

in 2020 Corona Virus
Catalyst for Glove superbull
Supermax, Topglove, Kossan and Harta all crossed Rm20.00 together

Now we will also see the same

Posted by calvintaneng > 2024-05-19 17:42 | Report Abuse

Notion 🔥 first
Jcy and Dufu will follow

this is the law of attraction

Posted by calvintaneng > 2024-05-19 17:46 | Report Abuse

The catalysts for 2019 only Rm30 Billions for Ogse Upstream

the Catalysts for 2020 Glove was 8 Billion people need protection from Covid 19

The Catalyst for HDD Bull is committed Rm56 BILLIONS for New Data Centers in Malaysia

hokkien lang say

"Cui Lai leow Chun ai kia"

translated

it means

" Flood of Cash infusion has come all ships now can move"

let's see how high and how far this HDD will rise to

Posted by Souljaboiiii > 2024-05-20 12:24 | Report Abuse

@James??

Posted by EZMONEY13 > 2024-05-20 14:25 | Report Abuse

@calvintaneng, sir why u promote betting site and suspicious site ??

Posted by calvintaneng > 2024-05-20 18:44 | Report Abuse

NOTION UP FIRST

THEN JCY

FINALLY WILL BE DUFU

NOTION VTEC: 4 ENGINES OF GROWTH FIRING UP IN UNISON: HDD (Hard Disk Drive), DIGITAL CAMERA, EMS, PPE N95 FACE MASKS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-20-story-h-161551412-NOTION_VTEC_4_ENGINES_OF_GROWTH_FIRING_UP_IN_UNISON_HDD_Hard_Disk_Drive

Posted by IamBen10 > 2024-05-20 21:50 | Report Abuse

Durian is just waiting to fall... Those who wanted to come near to this Durian DUFU tree... Just think and wear your helmet...

Posted by calvintaneng > 2024-05-23 06:37 | Report Abuse

Blog: JCY (5161) FANTASTIC TURNAROUND RESULTS CONFIRMED WHAT DUFU & NOTION REPORTED! HDD BULL RUN COMMENCING IN EARNEST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-23-story-h-161463089-JCY_5161_FANTASTIC_TURNAROUND_RESULTS_CONFIRMED_WHAT_DUFU_NOTION_REPORT

Posted by calvintaneng > 2024-05-23 12:40 | Report Abuse

Just as we expected
Jcy, Notion and Dufu take it's turn to rotate up

Posted by pang72 > 2024-05-23 16:42 | Report Abuse

Yes Sir..!

Posted by pang72 > 2024-05-23 16:42 | Report Abuse

Hdd recovery hence tech recovery

Posted by James_Bond > 2024-05-24 09:31 | Report Abuse

Comrades, let’s short Dufu down and earn back your losses!

Posted by pampers > 2024-05-24 10:16 | Report Abuse

As mature investor, dont let your ego get in your way, when u realize u r at wrong , just admit it and move on, nobody is 100% correct in every decision u make

Posted by Daniel Chin > 2024-05-24 11:16 | Report Abuse

later dufu suddenly shoot up then u pain pain

Posted by Superich > 2024-05-24 14:07 | Report Abuse

Let market force decide. Retail investors are insignificant

Posted by calvintaneng > 2024-05-24 15:29 | Report Abuse

DUFU WILL BE EARNING LIKE JCY & NOTION

Buy while still cheap

Is it Possible to Manufacture HDDs in USA?

At the beginning of the HDD industry, all the drives were made in USA (Ampex, Burroughs, Control Data, IBM, Memorex, Univac, STK), and then also in Europe (Bull, Siemens) and Japan (Fujitsu, Hitachi). But they were high-priced high-margin units for mainframes where the workforce to build them was a small percentage of the global price.

There was a big change when PCs arrived in a more price sensitive market. The first two storage companies to land in Asia were probably Tandon and Micro Peripherals in 1981 to manufacture floppy disk drives in Singapore.

But the real pioneer was Tom Mitchell, who decided in 1982, or only three years after the birth of Seagate, to transfer all production of 5.25-inch HDDs from Santa Cruz, CA, to Singapore. He was highly unsatisfied by the "high cost, marginal quality and poor availability of labor" in California. He also had the good fortune to fall upon a remarkable local engineer, S.C. Tien, to help him in his efforts.

Seagate's success inspired many imitators in Singapore and then in other Asian countries with lower salaries.

Today all HDDs are manufactured in only six Asian countries by the remaining producers:
Hitachi GST (acquired by WD) in China, Thailand and Singapore
Seagate in China, South Korea (acquired Samsung HDD for a small quantity) and Thailand
Toshiba in China, Thailand and the Philippines
The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing. WD has around 62,000 employees and Seagate 53,000 worldwide, the huge majority in their manufacturing facilities. And you have to pay them. That's why the HDD makers are hiring people with salaries as low as possible and the gap continues to be enormous between USA and these Asian countries.

For the IMF World Economic Outlook Database, October 2010, the average minimum ANNUAL salary for workers was $1,500 in China, $2,053 in the Philippines, $2,293 in Thailand and $4,375 in Malaysia. Per comparison, it's $729 per median WEEKLY earnings in USA according to the United States Bureau of Labor (January 27, 2012) among full-time wage and salary workers not union members. Result: between 9X and 25X more in the U.S.

That's why it's impossible to build plants in North America to be competitive in the HDD industry.

But there is another reason. With few exceptions, all the components into HDDs (disks, heads, motors, PCBs, enclosures, etc) are built in Asia because their makers have installed their factories near HDD assembly plants to offer a better service to their huge customers.

These two reasons explain why we are not going to see any HDDs made in USA in the near future. It's the same for PCs, notebooks, tablets, smart phones and the majority of high-tech devices.

24 minutes ago



calvintaneng

The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing. WD has around 62,000 employees and Seagate 53,000 worldwide, the huge majority in their manufacturing facilities. And you have to pay them. That's why the HDD makers are hiring people with salaries as low as possible and the gap continues to be enormous between USA and these Asian countries.

23 minutes ago



calvintaneng

The manufacture of HDDs cannot be completely robotized and need huge number of workers for assembling components and testing.

https://www.youtube.com/watch?v=InHAjOJwooA

USA & CHINA NO BANGLA

Posted by calvintaneng > 2024-05-24 15:37 | Report Abuse

BUSINESS REVIEW
JCY International Berhad and its subsidiaries (“the Group”) is
principally involved in the manufacturing of precision components
and sub-assembly. For more than two decades, the Group and its
predecessors have been a leading component supplier and contract
manufacturer for the Hard Disk Drive (“HDD”) industry.

1 minute ago



calvintaneng

For more than two decades, the Group and its
predecessors have been a leading component supplier and contract
manufacturer for the Hard Disk Drive (“HDD”) industry.

IT TAKES 20 YEARS TO SET UP HDD & SSD FACTORIES

VERY HIGH BARRIER TO ENTRIES (GLOVES TAKE ONLY 6 MONTHS)

FOR NEXT 3 to 5 YEARS JCY, NOTION & DUFU WILL DOMINATE THE HDD & SSD Markets

Posted by calvintaneng > 2024-05-25 00:12 | Report Abuse

Inside a Google Data Center

See

https://www.youtube.com/watch?v=XZmGGAbHqa0

See carefuly

At the Very "Center" of Data Center are HARD DISK DRIVES (HDD) Rows and Rows and Rows of HDD!!

Posted by calvintaneng > 2024-05-25 00:25 | Report Abuse

THE MAIN FUNCTION OF WORKERS IN DC


MAKE SURE HDD (HARD DISK DRIVES) ARE IN TIP TOP CONDITION

MUST BE GUARDED 24 HOURS A DAY & 7 DAYS A WEEK ALL FOR HDD(90%) AND SSD(10%)

Posted by calvintaneng > 2024-05-25 00:34 | Report Abuse

BASICALLY

LOTS & LOTS OF COMPUTERS CONTAINING "HDD" IN DATA CENTER!

0 seconds ago

Posted by dchin472 > 2024-05-25 01:19 | Report Abuse

Calvin in between this 3companies dufu notion and jcy which one u think have the potential of highest growth

Posted by calvintaneng > 2024-05-25 02:39 | Report Abuse

Since Dufu is high beta stock if all Data Center set up demand converge then it will be Dufu

Posted by calvintaneng > 2024-05-25 02:41 | Report Abuse

for now we see Notion runs first and Jcy fast catching up

Posted by dchin472 > 2024-05-25 16:36 | Report Abuse

Dufu take so long time still haven’t catching up

Posted by EngineeringProfit > 2024-05-25 16:42 | Report Abuse

Let it rest- up a lot from below 2.00 not long ago. Let it rest longer

Posted by calvintaneng > 2024-05-25 20:02 | Report Abuse

THERE ARE MORE THAN 10,000 DATA CENTERS IN THE WORLD & ONLY 3 HDD MANUFACTUERERS, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-25-story-h-160749967-THERE_ARE_MORE_THAN_10_000_DATA_CENTERS_IN_THE_WORLD_ONLY_3_HDD_MANUFAC

Posted by calvintaneng > 2024-05-25 20:07 | Report Abuse

SEE MALAYSIA MENTIONED IN DATA CENTER NEWS

https://www.datacenterdynamics.com/en/news/

only Seagate, Western Digital & Toshiba supply HDD to all these thousands of DATA Centers Worldwide

JCY
NOTION
DUFU

WILL BENEFIT TREMENDOUSLY

FROM NOW TILL REST OF THE DECADE THE HOTTEST THEME IS AI AND DATA CENTERS

Posted by dchin472 > 2024-05-26 02:43 | Report Abuse

so for the future trend there are more data center build ，all the hard disk company will started benefited maybe at the back end

Posted by dchin472 > 2024-05-26 02:43 | Report Abuse

currently dc build still need time

Posted by dchin472 > 2024-05-26 02:45 | Report Abuse

after they build they need a lot of hdd and they buy from stx,wdc, toshiba and the stock of them replenish fast , dufu will need to manufacture a lot for the company

Posted by SarifahSelinder > 2024-05-26 08:27 | Report Abuse

DUFU (NOTION JCY) ada readily available spare excess production capacity to take advantage of the anticipated high HDD demand ke??

Ni bukan cakap nak increase production terus can increase

Posted by SarifahSelinder > 2024-05-26 08:37 | Report Abuse

HDD ni tak lama dulu macam sunset industry je x orang expand production capacity pon malah nak scale down

Demand tiba tiba ada coz of AI lead DC

Posted by Goldberg > 2024-05-26 08:53 | Report Abuse

Hard drive storage will soon become part of computing history, says expert


Data storage on hard drives will soon become a thing of the past, according to an expert Shawn Rosemarin, Vice President, R&D and Customer Engineering – Pure Storage. According to Rosemarin, we could see the last hard drive being sold in just about five years from now, PC Gamer reported.

Most computer users have long migrated to cloud storage solutions when it comes to safely storing their data. With content being streamed on smartphones and tablets practically everywhere, there is little reason to own a hard drive these days.

Most laptops and computers too are equipped with solid-state drives, so the question is, where are hard drives even used?

The Last of the Hard Drives

Back in 1956, IBM unveiled the 305 RAMDAC, which was likely the first computer to run a hard drive with a magnetic disk. The entire assembly took up a sizeable portion of the room but offered nothing over 5 MB of conventional storage capacity.

Fast forward 50 years, storage capacities had zoomed to one terabyte, and the size of the drive itself had reduced to the palm. When writing this, one can buy 22 TB storage for regular use and even 26 TB models for use in data centers.

The problem, however, according to Rosemarin, is that the world spends three percent of its energy on data centers, most of which is to spin the hard drive’s disk. Shifting to flash storage could reduce power consumption by as much as 90 percent. This is why the shift away from magnetic storage is inevitable.

The major hurdle, according to Rosemarin, is the cost of flash storage. A 100TB flash storage costs $40,000, which is exorbitant when hard drive storage for similar capacity costs about $2,000. But as with computing hardware, prices tumble very quickly, and the SSD will also meet the same fate, sooner or later.

Whether the last hard drive is sold in 2028 or not could be the topic of a moot discussion, but its place in computing is almost cemented. The timeline could be pushed up even further if newer storage solutions are discovered during this time.

If you’d like to salvage a piece of history, then now might be a good time to pick a new hard drive for memory’s sake. Else you will be left searching for them, just like we do with floppy disks now.

Posted by SarifahSelinder > 2024-05-26 08:56 | Report Abuse

Lagi satu HDD yg consume electricity bukan main banyak lagi falls into GREEN requirement or not??

Posted by calvintaneng > 2024-05-26 12:22 | Report Abuse

Can we use flash memory to replace hard drives completely in PCs and laptops?

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-26-story-h-160747919-Can_we_use_flash_memory_to_replace_hard_drives_completely_in_PCs_and_la

Posted by calvintaneng > 2024-05-26 12:24 | Report Abuse

calvintaneng

DATA CENTER IN FULL SWING : CATALYST FOR HDD DRIVE BULL RUN. SEE TOP 30 HOLDERS OF NOTION, JCY & DUFU, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-26-story-h-160747981-DATA_CENTER_IN_FULL_SWING_CATALYST_FOR_HDD_DRIVE_BULL_RUN_SEE_TOP_30_HO

Posted by old boy > 2024-05-26 15:00 | Report Abuse

Notion's chairman mentioned in latest TheEdge weekly that he foresee the demand for their spacer and disk clamps will sustain for next five years

Posted by calvintaneng > 2024-05-26 15:24 | Report Abuse

Nothing is so powerful than an idea whose time has come
-- Victor Hugo

HDD bull run commencing

Posted by bryan2003 > 2024-05-26 15:25 | Report Abuse

If notion can run that fast and that high, there is no reason JCY cant due to the fact that JCY's hard disc concentration and total revenue from hard disc is much higher than Notion. As mentioned in the QR, the utilization rate is still below 50% and let's assume it goes to 80% coming quarters, i suppose it can run as fast as Notion.

Posted by calvintaneng > 2024-05-26 19:59 | Report Abuse

My observation

In all past thematic bull run time all identical businesses in the same industries all eventually go up in tandem as one

Sure Dufu will go up

When we not sure

But since not yet up best to buy in

Posted by danny123 > 2024-05-26 21:40 | Report Abuse

Hard Disk Drives Market Analysis

The Global Hard Disk Drive Market size is estimated at USD 19.93 billion in 2024, and is expected to decline to USD 15.53 billion by 2029. Source: https://www.mordorintelligence.com/industry-reports/hard-disk-drive-market

Posted by danny123 > 2024-05-26 21:44 | Report Abuse

https://www.reddit.com/r/DataHoarder/comments/hbvxex/at_least_223_companies_have_manufactured_hard/?rdt=62972

Posted by danny123 > 2024-05-26 21:45 | Report Abuse

hard disk drives is very competitive, around d world many companies are manufacturing it, for those who want to know more, pls read the above link.

Posted by danny123 > 2024-05-26 21:50 | Report Abuse

Price is very competitive, many companys manufacturing Hdd went bankruptcy.Please read d above.

Posted by calvintaneng > 2024-05-27 00:47 | Report Abuse

AI (Artificial Intelligence) Boom Time Sudden Turnaround The Fortunes of HDD (Hard Disk Drive) Makers, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-27-story-h-160745258-AI_Artificial_Intelligence_Boom_Time_Sudden_Turnaround_The_Fortunes_of_

0 seconds ago

Posted by tahansan > 2024-05-27 09:13 | Report Abuse

来了!!

Posted by calvintaneng > 2024-05-27 10:47 | Report Abuse

In a bull market every stock in the same industry will eventually move up in tandem

It has been and will be

Posted by FortuneBlooming > 2024-05-27 12:31 | Report Abuse

yah gah

Posted by FortuneBlooming > 2024-05-27 12:32 | Report Abuse

yah lor