THE INVESTMENT APPROACH OF CALVIN TAN

DATA CENTER SPURS NEED FOR HDD

calvintaneng
Publish date: Fri, 10 May 2024, 01:50 PM
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Hi Guys,

I have An Investment Approach I which I would like to all.






MICROSOFT RM10.2 BILLIONS

AMAZON RM25 BILLIONS

YTL NVIDIA RM20 BILLIONS

Johor is expected to pull RM17 billion (US$3.6 billion) in new data centre investments this year, building on RM51.1 billion in investments in 2022, according to Malaysian property agency Zerin Properties.

The Malaysia government has also supported Johor’s data centre ecosystem by building industrial parks with suitable infrastructure. Two of the biggest are the 745-acre Sedenak Tech Park (STeP) and 509-acre Nusajaya Tech Park. 





JOHOR COULD APPEAL TO US, CHINA FIRMS

Johor’s data centre boom is driven by its proximity to land-scarce Singapore which, between 2019 and 2022, paused new data centre development.

Another factor is United States-China strategic competition, which has spurred corporations from China and the West to diversify and expand in Southeast Asia in the semiconductor and digital infrastructure space. 

Malaysia has made international headlines for becoming an unlikely beneficiary of the US-China trade war, which has impacted the global supply chain in crucial sectors like semiconductors and manufacturing.

Various US semiconductor firms have set up shop in Penang, which has a free-trade zone and industrial parks. Cheap labour and its large English-speaking population are additional draws.

Related:

Sedenak Tech Park is still under construction. (Photo: CNA/Zamzahuri Abas)


US curbs on Chinese technology, especially in higher-value chip activities such as wafer fabrication and integrated circuit design, could lead to a spillover effect on Johor’s data centre industry. 

Dr Ong Kian Ming, Malaysia’s former deputy minister of international trade and industry, said the data centre industry in Johor would appeal to both sides of the aisle in the trade war. 

“Not only is there demand coming from US-based companies but many Chinese companies are also looking for opportunities to invest in data centres in Johor and other parts of Malaysia,” he said.

“These are not well-covered in the press because many of these companies want to maintain a low profile lest they incur the attention of the US authorities,” added Dr Ong, who is also a board member of the Malaysian Investment Development Authority (MIDA), a government-linked agency which oversees investment initiatives across the country. 

If different data centre ecosystems emerge to service Western firms and Chinese companies, this may not be a bad thing for Malaysia as it would be able to groom and recruit talent to serve these markets, he noted.


Who are the Ultimate beneficiaries ?


Those that Supply Hdd (hard disk drive) and Sdd to Data Centers and Ai (artificial intelligence)


To the time of the end

KNOWLEDGE SHALL BE INCREASED (DANIEL 4:2)


WITH SINCERE REGARDS


Calvin



More articles on THE INVESTMENT APPROACH OF CALVIN TAN
Discussions
1 person likes this. Showing 8 of 8 comments

calvintaneng

Every thing in Data Center and Ai point to the final - the need for Hdd as Storage of All knowledge in the clouds

The success of Vstec is a testament to more people using knowledge
The Store of digital knowledge needs HDD as ultimate storage (not Sdd)

1 month ago

s3phiroth

Who are the Ultimate beneficiaries ?

=> DUFU, NOTION, JCY as parts manufacturer for hdd, SAM as hdd/ssd test equipment manufacturer.

1 month ago

calvintaneng

Data Centers ARE POWERFUL CATALYSTS for HDD Usage, 3 Stocks Will Benefit Greatly: JCY, NOTION & DUFU, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-14-story-h-161725383-Data_Centers_ARE_POWERFUL_CATALYSTS_for_HDD_Usage_3_Stocks_Will_Benefit

1 month ago

calvintaneng

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

1 month ago

calvintaneng

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


calvintaneng

53,609 posts

Posted by calvintaneng > 3 minutes ago | 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

3 weeks ago

Goldberg

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.

Hard disk drives will soon become part of computer junk that nobody looks at
Adam Smigielski/iStock
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.

3 weeks ago

calvintaneng

AFTER GREAT SUCCESS IN VSTEC - JCY & NOTION ARE TWO CHUN CHUN BUY CALLS OF CALVIN TAN

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-09-story-h-159761067-AFTER_GREAT_SUCCESS_IN_VSTEC_JCY_NOTION_ARE_TWO_CHUN_CHUN_BUY_CALLS_OF_

1 minute ago



calvintaneng

VSTEC (5162) A MONOPOLY ON THE INTERNET ECONOMY & E-COMMERCE PLUS HIGH DIVIDENDS , Calvin Tan Research

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2020-05-29-story-h1507893343-VSTEC_5162_A_MONOPOLY_ON_THE_INTERNET_ECONOMY_E_COMMERCE_PLUS_HIGH_DIVI

VSTEC IS LOCAL WHY JCY, NOTION & DUFU ARE GLOBAL!!

1 week ago

speakup

DATA CENTER SPURS NEED FOR TOILET PAPER ALSO! DATA CENTER WORKERS NEED TOILET PAPER

1 week ago

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