Posted by EngineeringProfit > 3 weeks ago | Report Abuse

Huat ya

Posted by gooman > 3 weeks ago | Report Abuse

Samsung’s profits surge over 900% in first three months of 2024
https://www.bolnews.com/technology/2024/04/samsungs-profits-surge-over-900-in-first-three-months-of-2024/

Posted by yunjia > 2 weeks ago | Report Abuse

Gooman, how Samsung helps Dufu?

Posted by Souljaboiiii > 2 weeks ago | Report Abuse

Memory semiconductor industry is a very tough industry.
Oversupply will cause the memory semiconductors suppliers like Samsung, SK Hynix, Micron and etc to cut price in order to clear the inventories. They will start to layoff employees and reduce the output of the production in order to survive the downcycle. The good news is, once the inventory level in the industry is back to normal, the suppliers will start to increase the price of the products. Hence, their margin will slowly back to "normal".

Posted by Souljaboiiii > 2 weeks ago | Report Abuse

Actually this memory industry upcycle is predicted since Q3'23. Nothing is so special since everyone in the market already acknowledge the trend.
For instance, you may refer to NAND/HDD suppliers like WDC, STX, and Micron share prices.

The market is inefficient, and our job is to discover the inefficiencies and make money from them.

Posted by witan > 2 weeks ago | Report Abuse

Samsung results doesn't affect Dufu. But Seagate n Western Digital will affect Dufu earnings as they are mainly HDD manufacturers. Looking at Seagate n WD latest results are still on downtrend, maybe we next to see their next quarterly reports

Posted by James_Bond > 2 weeks ago | Report Abuse

This is another gem not to miss in keeping with global AI driven big data storage wave! Cheers!

Posted by Souljaboiiii > 2 weeks ago | Report Abuse

https://www.trendforce.com/news/2024/04/09/news-western-digital-customer-letter-confirms-hdd-supply-shortage-nand-flash-and-hard-drive-prices-continue-to-rise/#:~:text=The%20demand%20for%20large%2Dcapacity,for%20both%20HDD%20and%20SSD.

Posted by Souljaboiiii > 2 weeks ago | Report Abuse

Next week shoot to the moon.

Posted by Tanleechoo > 2 weeks ago | Report Abuse

Tqsm for sharing ..

Posted by tahansan > 2 weeks ago | Report Abuse

@Souljaboiiii, 感谢分享.

Posted by 3101575000 > 2 weeks ago | Report Abuse

Hopefully can have better profit

Posted by sharkdododo > 2 weeks ago | Report Abuse

Lot of data storage stock fly. But dufu still consolidating. Big shark accumulating phase. Investors briefing mentioned order picking up in q2.

Posted by tahansan > 2 weeks ago | Report Abuse

來了!!

Posted by Winnie Foo > 2 weeks ago | Report Abuse

DUFU WAKE UP LIAO

Posted by James_Bond > 2 weeks ago | Report Abuse

Go go go Dufu! Cheers!

Posted by EngineeringProfit > 2 weeks ago | Report Abuse

Huat ar. Can chase after GCB

Posted by James_Bond > 2 weeks ago | Report Abuse

Collected at 1.70, 1.80, 1.89, 1.98, 2.00, 2.10, 2.20! Cheers!

Posted by BursaMaster121212 > 2 weeks ago | Report Abuse

Just confirm with the management team

The average selling price is go up and the order book double

Net profit will be easily double also

Posted by Cakes Moon > 2 weeks ago | Report Abuse

Hoseh ah!!!
RM3 soon!!!

Posted by gooman > 2 weeks ago | Report Abuse

'FBM KLCI may exceed 1,700 points'
https://www.nst.com.my/business/corporate/2024/03/1025462/%C2%A0fbm-klci-may-exceed-1700-points%C2%A0

Posted by TerrenceLim > 1 week ago | Report Abuse

My sister work in this hard disk company S

She confirm saying the hard disk selling price has go up sky high

Monday I will jump in to buy

Last time I made good profit from DUFU in year 2021..also because of selling price go up and demand go up suddenly

That time I sold at 3.80

Posted by EngineeringProfit > 1 week ago | Report Abuse

I had collected enough. Not averaging up

Posted by EngineeringProfit > 1 week ago | Report Abuse

Go....go....go.....overtake gcb

Posted by Yusofff > 1 week ago | Report Abuse

https://seekingalpha.com/news/4088285-western-digital-plans-to-raise-flash-hard-drive-prices-amid-supply-shortage

Posted by Yusofff > 1 week ago | Report Abuse

hard disk shortage and price increase is real

Posted by 3101575000 > 1 week ago | Report Abuse

Bought 2/2022@2.93
2nd time 19/1/24@1.84
Hold till today still lost,hopefully can make profit soon 😊

Posted by old boy > 1 week ago | Report Abuse

iran attack israel, klia shot cases, monday got cheap tickets?

Posted by Oliver Ooi > 1 week ago | Report Abuse

if yes , then good. time to chip in tech stocks

Posted by c328 > 1 week ago | Report Abuse

Hamieh tours Beirut Airport: Lebanese airspace has reopened and work at the airport is gradually returning to normal.

Posted by James_Bond > 1 week ago | Report Abuse

Lock profit on Dufu first! Cheers!

Posted by James_Bond > 1 week ago | Report Abuse

Watch out: push to sell!

Posted by TerrenceLim > 1 week ago | Report Abuse

The surge in selling price is crazy... Once people realise how fast the ASP goes up, it will limit up a few days

Posted by James_Bond > 1 week ago | Report Abuse

Israel attacking Iran! Run for your life!

Posted by EngineeringProfit > 1 week ago | Report Abuse

Getting yummy to start collecting bit by bit

Posted by utusminum > 1 week ago | Report Abuse

get a new client like PIE also...

Start with S

Posted by EngineeringProfit > 1 week ago | Report Abuse

Huat ar

Posted by old boy > 1 week ago | Report Abuse

utus you mean seagate? If yes then not new ald they supply to seagate and wd for long time ald

Posted by Souljaboiiii > 6 days ago | Report Abuse

Hopefully dufu can secure AI server contracts like PIE did. Although it's not that possible...

Posted by s3phiroth > 6 days ago | Report Abuse

ai server contract? how? by doing what? put a spacer inside a server?

Posted by newbie8080 > 6 days ago | Report Abuse

According to company website, Dufu specializes in manufacturing precision machining parts and components primarily in HDD-hard disk drive component.
Thus, graphic cards are not related to it's biz.

However, more data centres built in the country would require more components for HDD.
This will have limited effects on Dufu revenue and earnings coming from a low base since 2022-2023.
At best, recoveries back to 2020-2021 revenues and earnings, then it should normalise back as there's only less than 10 data centres to be built from 2023-2030 as published in the news.

Posted by Souljaboiiii > 6 days ago | Report Abuse

Lol, that's why I said hopefully although not really possible. They have metal stamping division as well, and they serve more than one industry other than semiconductor.
Yes, newbie8080, you're right. HDD TCO is lower than SSD in the data centre, that's why almost all the hyperscaler are still using high capacity nearline HDD as their primary memory storage device.

Posted by Souljaboiiii > 6 days ago | Report Abuse

But it really depends on which part of the componeny a company is making for HDD business, the capacity is trending higher and higher thus the amount of HDD required is going down.

Posted by s3phiroth > 4 days ago | Report Abuse

they are making hdd spacers. The purpose of spacer is to separate the disk plates inside hdd from touching each others.

Posted by s3phiroth > 4 days ago | Report Abuse

nowaday high capacity hdd can use up to 12 plates hence more spacers are needed. That is why dufu can still make good money while other hdd players like notion jcy suffer from the rise of ssd.

Posted by Souljaboiiii > 3 days ago | Report Abuse

https://www.trendforce.com/news/2024/04/22/news-ai-boosts-demand-for-high-capacity-hdds-as-seagate-expected-to-follow-with-price-increases/

Tonight seagate earnings call. I expect a very bullish recovery in the next quarter.

Posted by tahansan > 3 days ago | Report Abuse

感谢分享 @Souljaboiiii..

Posted by Tanleechoo > 3 days ago | Report Abuse

@Souljaboiii Tqsm n how u look at the future of Dufu ? Are they competitive n relevant in Ai era ?

Posted by Souljaboiiii > 2 days ago | Report Abuse

Of course competitive in the AI era. HDD will still be the primary source for cold storage, and the content can be either texts or videos. Demand for high capacity HDD will soar once we start to use AI to generate contents. This is a multiple years of investment for me, and I have the same opinion as the CEO of Seagate, that this recovery is only the early stage, we are still far from the top.

Posted by Tanleechoo > 2 days ago | Report Abuse

@Souljaboiiii -tqsm
for sharing yr knowledge in this special field