This should be the cause of price downtrend, Osram VSS, only 1% of total employee at Pen & Kulim.
http://www.enanyang.my/news/20190313/%E5%8F%97%E4%B8%AD%E7%BE%8E%E8%B4%B8%E6%98%93%E6%88%98%E5%BD%B1%E5%93%8D-%E6%A7%9F%E7%94%B5%E5%AD%90%E4%B8%9A%E5%8F%88%E8%A3%81%E5%91%98%E5%85%B3%E5%8E%82/

Live bird price has came down from RM5.50 to RM4.60/kg since 22ndFeb, RM4.20 on 8thMar
http://www.dvs.gov.my/index.php/pages/view/2157
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puntters First Quarter 2019 numbers will surely be good because:

2. Live bird price selling price increased because of festive season CNY. Everyone eat chicken during CNY finger licking good. During festive many families are believed to visit quick service restaurants eat more chicken.

Live bird price has came down from RM5.50 to RM4.60/kg since 22ndFeb, RM4.30 on 4thMar
http://www.dvs.gov.my/index.php/pages/view/2157

WD Q219:
–HDD
• Capacity Enterprise
-continue to lead in areal density and capacity points
•Successful ramp of 14TB Helium platform
•Introduced 15TB helium with solid roadmap for higher capacities

• Continue to forecast robust long term demand for storage
–Capacity enterprise exabyte growth at ~40% CAGR

http://investor.wdc.com/static-files/81fe7a34-326f-4f86-890a-3a32b9c31739

https://www.bangkokpost.com/tech/local-news/1267463/western-digital-plans-hdd-hub
Chairman statement AR2017
At the Corporate level, our recent investment of RM6.14 million for a 19.6% stake in a newly set-up surface treatment company in Thailand is seen as a strategic acquisition where one third of the Group’s sales are concentrated in Thailand and
coincidentally in Logistics, we have been monitoring our process work route efficiency efforts and optimizing our third-party warehousing to provide total customer satisfaction.

Hi Chang Yee Fong,
http://www.theedgemarkets.com/article/western-digital-close-pj-plant-after-20-years, any impact to Dufu? It can gain more sales from Seagate or Toshiba?