DUFU TECHNOLOGY CORP. BHD
KLSE (MYR): DUFU (7233)
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Last Price
2.20
Today's Change
-0.11 (4.76%)
Day's Change
2.18 - 2.34
Trading Volume
4,757,000
Prices
Discussions
11 people like this. Showing 50 of 7,358 comments
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.
2 weeks ago
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.
2 weeks ago
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.
2 weeks ago
they are making hdd spacers. The purpose of spacer is to separate the disk plates inside hdd from touching each others.
2 weeks ago
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.
2 weeks ago
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.
2 weeks ago
@Souljaboiii Tqsm n how u look at the future of Dufu ? Are they competitive n relevant in Ai era ?
2 weeks ago
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.
1 week ago
The coming QR for Dufu will be bad! Watch out before you sailang in Dufu! Expecting share price adjustment with disappointing QR!
1 week ago
@James_Bond - How you know Dufu coming QR will disappointing to us? I still have huge qty inside there.
1 week ago
"Considering the ongoing customer inventory correction in the HDD business, we anticipate that
the Group’s financial performance in the coming first quarter of 2024 to be in line with the
previous quarter" -Prospect from Q4FY23, so dont put high expectation on coming quarter, but can expect better result onwards
1 week ago
i thought most of the datacenter or like WD they are more focus on the SSD instead of HDD? I don't see if Dufu in SSD business
1 week ago
I m guessing coming QR will be bad, not as what we expected! Some syndicates take this as opportunity to make money from Dufu! Be careful!
6 days ago
Still remember we bought 100G HDD at RM 600+ many years ago! Now, even you sell at RM 10 for 100G HDD, no one wil buy it! Dufu, is nothing but another Nokia company!
1 day ago
SSD is the future and SSD price per gigabyte will go down as time passes. There is no reason why investors not going SSD when SSD is cheaper than HDD!
1 day ago
Autoven, be a gentleman, let’s bet the coming Dufu QR. If significant improvement in Dufu QR profit, you win. Otherwise, you lose and stop pretending that you r tech savvy!
1 day ago
James Bond is smarter than many fund managers and tech guys knowing the trend of HDD
22 hours ago
Let's see what CEO of WD, the second largest SSD manufacturer said about HDD
https://blocksandfiles.com/2024/04/26/wd-killing-it-in-disk-drives/
19 hours ago
Autoven/ TerrenceLim, be a gentleman, let’s bet the coming Dufu QR. If significant improvement in Dufu QR profit, you win. Otherwise, you lose and stop pretending that you r tech savvy and bullsh*ting here!
7 hours ago
Warren Buffett is cashing out at the moment and keeping huge cash piles! Oh ya, Warren Buffett has no holding on any AI companies such as Nvdia, Microsoft, Google or Facebook etc too! Furthermore, Warren Buffet has been disposing Apple shares in a very large amount lately! How come? Think about it first before you inviting the newbies to flood in and chase high on Dufu!
7 hours ago
If you follow me long enough, I always buy shares, 99% of the time, at the bottom with good safety margin! Of course, I m always 99% right on my trading decision!
7 hours ago
I dare you, Autoven/ TerrenceLim, be gentlemen, take the challenge on the coming Dufu QR. If significant improvement in Dufu QR profit, you win. Otherwise, you lose and stop pretending that you r tech savvy and bullsh*ting here!
4 hours ago
Dude, stop embarrassing yourself. Market knows the upcoming QR will not have any significant improve. It was mentioned in the previous QR report. Use your brain to read, tq.
Market is a forward looking machine. Don't use ur trader mindset to judge any stock, tq.
3 hours ago
Souljaboiiii, hello, stop embarrassing yourself here! I know you r losing money as the Dufu share crashing! Serve you right for chasing high on sunset company, Dufu! Told you not to do so, you don’t listen!
57 minutes ago
The most profitable segment for WD is the SSD part, not HDD! Please read carefully!
55 minutes ago
Autoven/ TerrenceLim/ Souljaboiiii might be the same person holding different accounts! I m not like you, dude! Shame on you, dude! No guts to stand on the coming bad QR and throwing temper for losing money!
49 minutes ago
Run for the bad QR released which is agreed by Autoven/ TerrenceLim/ Souljaboiiii!
41 minutes ago
Personally visited Dufu factories a couple weeks ago! Nothing has changed from previously. Factories running at low capacity 50-60% as before! Please be informed!
34 minutes ago
By the way, the current electricity/ power supply is not enough to support too many data centers! HDD supply will be in excess by then!
https://www.lightreading.com/ai-machine-learning/data-centers-to-run-out-of-power-in-two-years-says-digitalbridge-ceo
9 minutes ago
Current notebook, ipad, smartphone and desktop (iMac) all using SSD as main storage! No one using HDD anymore except data centers for cost effectiveness. We could see SSD is the trend and cost will definitely more competitive in the coming future! Perhaps we could see SSD 2.0/3.0/4.0/5.0 in the near future!
3 minutes ago
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Souljaboiiii
Hopefully dufu can secure AI server contracts like PIE did. Although it's not that possible...
2 weeks ago