THE INVESTMENT APPROACH OF CALVIN TAN

DATA CENTERS Are For STORAGE Of DATA. And That Is Why Lots Of HDD From JCY, NOTION & DUFU Will Be Needed.

calvintaneng
Publish date: Wed, 15 May 2024, 09:20 AM
calvintaneng
0 1,821
Hi Guys,

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

Dear Friends, 


We will be Seeing A Huge Increase of DATA STORAGE


Data centre number one purpose is for storage of data & HDD is Most Vital


And this was Predicted:


But thou, O Daniel, shut up the words, and seal the book, even to the time of the end: many shall run to and fro, and knowledge shall be increased.



Yes! The Ever Increasing POOL OF KNOWLEDGE WILL CONVERGE In DATA CENTERS & THEN STORED "IN THE CLOUD"

See the definition of "DATA"


data
/ˈdeɪtə/
noun
  1. facts and statistics collected together for reference or analysis.
    "there is very little data available"

  • the quantities, characters, or symbols on which operations are performed by a computer , which may be stored and transmitted in the form of electrical signals and recorded on magnetic, optical, or mechanical recording media.
  • PHILOSOPHY
    things known or assumed as facts, making the basis of  reasoning  or calculation.


In other words DATA are facts & statistics COLLECTED TOGETHER & STORED

As such things known or assumed as facts from which is the basis of reasoning and calculation.

All this boils down to one word - "KNOWLEDGE"

Or "KNOWLEDGE STORED"

Ultimately ALL FUTURE "KNOWLEDGE" will be STORED "IN THE CLOUDS" OR IN CYBER SPACE

Last time we use

Slow Mail

See

Letter Writing - how to articles from ...

It will take one month to reach England from Malaysia in year 1884.
Today e mail transmits by only seconds

Last time 

Filing

How to Manage Files in WinZip - Download a Free Trial

Lots of Physical space will be needed

Now we have

E- Filing in Computers


We are going "PAPERLESS"! Knowledge Kept in Files

ARE NOW KEPT IN "HDD or SDD" IN DATA CENTERS OR IN THE CLOUD

So "KNOWLEDGE" IS STORED IN "HDD OR "HARD DISK DRIVE" OR SDD IN DATA CENTERS

See

Are quantum computers ready for the ...

Data is collected in HDD inside the Computer

DATA CENTER is A COLLECTION OF MANY MANY COMPUTERS STORING MANY HDD (Hard Disk Drives)



Warehouse-Scale Computers ...


And Who Are The Manufacturers of HDD?

WESTERN DIGITAL & SEAGATE TAKE THE "LION SHARE"

And These Listed Companies in KLSE Supply HDD Parts to them

1. JCY

2. NOTION

3. DUFU

As of now Western Digital said 'THERE IS NOT ENOUGH HDD" to meet HUGE DEMAND From Ai, Data Centers & From All Users of the www (World Wide Web) out there

Seagate has even followed Western Digital by increasing prices

And in the Qtr results of JCY, NOTION  & DUFU we see "UPTICK" in Business sentiment

So we go see DUFU

Refer Bursa Webpage



18. Prospects

In 2023, the market cycle for Hard Disk Drives reached its lowest point. As we advance

through the second quarter of 2024, our Group is navigating the tail end of an unprecedented

downturn in the storage market. However, within our key operational domains - precision

machining of Hard Disk Drives and production of Sheet Metal and Stamping equipment and

components - we are witnessing a modest increase in demand.

We believe that global semiconductor sales are picking up and, coupled with a resurgence in

the memory sector, suggesting the potential onset of a new growth cycle, especially among

local manufacturers who typically lag behind global semiconductor players. This positive

momentum is supported by the conclusion of inventory adjustments and heightened demand in

electronics and AI-related applications.




DUFU being a "CYCLICAL STOCK" has now scraped the Bottom of the Wheel & Now Turning UP


All these "THEY SEE AHEAD" Are Positive Words


1.  we are witnessing a modest increase in demand.


2. global semiconductor sales are picking up


3.  coupled with a resurgence inthe memory sector,


4. suggesting the potential onset of a new growth cycle


5. This positive momentum is supported by the conclusion of inventory adjustments

 6. and heightened demand in electronics and AI-related applications.

Now See JCY


FUTURE PROSPECTS

Since last quarter total HDD storage market TAM unit shipments declined to 29 million pieces for the

quarter ended 30 September 2023, the 31 December 2023 quarter recorded a slight increase in unit

shipments. Further, we noted from the data storage industry’s report of improved nearline and

surveillance HDD demand which indicates early signs of recovery for recent months. We are also seeing

a slight pick up in our storage portfolio coming off from the bottom.

Our short to medium term strategy remains to strengthen our core in the storage industry while

diversifying into other industries. We aim to be recognized as a Quality focused, engineering based

precision casting, machining and assembly company. Improving the utilization of our plant, equipment,

and machinery, while increasing our revenues

1.  31 December 2023 quarter recorded a slight increase

2. and surveillance HDD demand which indicates early signs of recovery for recent months


3. We are also seeing a slight pick up in our storage portfolio 

YES!


EARLY SIGNS OF A BULL RUN IS NOW COMMENCING FOR HDD STOCKS LIKE JCY, NOTION & DUFU


See this


​​

Franklin Templeton - Bull markets are born on pessimism ...


JCY, NOTION & DUFU is Now at Pessimism to Skepticism Stage


Long Way More Upside Before Euphoria Sets In



With Warm Regards


Calvin Tan



Please buy or sell after doing your own due diligence

Or consult your Remisier/ Fund Manager








Discussions
Be the first to like this. Showing 14 of 14 comments

calvintaneng

Notion 🔥

It only take a spark to start the fire going

And all around will warm up to its glowing

1 month ago

calvintaneng

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

4 weeks ago

calvintaneng

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

3 weeks ago

calvintaneng

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!!

JCY

NOTION

DUFU

3 weeks 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

Posted by Goldberg > May 25, 2024 8:07 PM | Report Abuse X

Is flash storage the key to effective and sustainable AI?


Agreeing with that finding, Pure Storage’s CEO Charlie Giancarlo asserts that the conventional hard disk drive (HDD) — which consists of a spinning disk to read and write/store data magnetically — will not be able to cope with the demands of an AI-driven organisation. “HDDs used to be in everything, but they’re no longer in your laptop, handphone and more. Today, enterprise mass storage, data centres and hyper scalers are the last remaining bastions of hard disks,” he said in his opening keynote at last month’s Pure//Accelerate 2023 conference in Las Vegas. He also boldly claims that no new HDDs will be sold by 2028 as they will be entirely replaced by flash storage, whose capabilities have been rapidly developing over the years to address the needs of AI.

AI’s requirements

At the same conference, Pure Storage’s chief technology officer Rob Lee shares the IT infrastructure (particularly from storage and computing) requirements for AI.

The first is performance. He explains that AI is a game of “who can collect the most data, feed it into graphics processing units (GPUs) the fastest [for analysis], and repeat the process the most”. Therefore, the infrastructure must enable AI to perform all those tasks efficiently and across different data types such as text, images and video.

https://www.theedgesingapore.com/digitaledge/focus/flash-storage-key-e...


Goldberg
2703 posts
Posted by Goldberg > May 25, 2024 8:16 PM | Report Abuse X

Data Storage

WHAT IS FLASH STORAGE?

Flash storage is a data storage technology based on high-speed, electrically programmable memory. The speed of flash storage is how got its name: It writes data and performs random I/O operations in a flash.

Flash storage uses a type of nonvolatile memory called flash memory. Nonvolatile memory doesn’t require power to maintain the integrity of stored data, so even if your power goes out, you don’t lose your data. In other words, nonvolatile memory won’t “forget” the data it has stored when the disk is turned off.

Flash storage uses memory cells to store data. Cells with previously written data must be erased before new data can be written. Flash storage can also come in several forms, from simple USB sticks to enterprise all-flash arrays.


https://www.netapp.com/data-storage/what-is-flash-storage/


Goldberg
2703 posts
Posted by Goldberg > May 25, 2024 8:18 PM | Report Abuse X

FLASH STORAGE IN THE DATA CENTER

Flash storage offers unique benefits to enterprises that are grappling with exploding data volumes and slow, unpredictable data access. As all-flash storage solutions become increasingly affordable relative to spinning disk, enterprises can now realize flash benefits at scale, including: 

Accelerated application performance. This is often the first benefit that people think of when they think of flash. With 20x the performance of HDD technology, flash can accelerate common enterprise applications, such as Oracle Database, MS-SQL, SAP, and VDI, as well as big data analytics such as Hadoop and NoSQL databases. The speed of flash enables customers to access information faster and more effectively. It frees IT staff to focus more on strategic business goals and less on unplanned fire drills. And it empowers the business to capitalize on new opportunities, outcomes, and markets with increased productivity and faster time to market.
Improved data center economics. With the development of high-density flash technologies, today’s all-flash storage solutions offer faster performance and higher capacity in a fraction of the data center footprint. As their data volumes continue to grow, enterprises can see significant cost savings over time from simplified management and a reduction in space, power, and cooling costs.
Future-proof infrastructure. Modernizing your data center with flash is a critical step in digital transformation, but it's important to choose a flash system that supports changing business needs. Not all flash solutions are created equal. All-flash systems that offer nondisruptive scale-out make it possible to start small and grow big. Flash storage that is NVMe-ready can also help future-proof your infrastructure for new technologies and eliminate costly and disruptive forklift upgrades. If your IT strategy calls for a potential cloud element down the road, a flash system that supports cloud integration gives you maximum flexibility for the future.

3 weeks ago

OTB

Dear Goldberg,

Will HDD be obsoleted by 2028 ?
Will HDD be replaced by flashed storage in the very near future like after 2028 ?
I am very blur here, please enlighten me.
Thank you.

3 weeks ago

Goldberg

Hi Mr OTB, Im not an expert by any means and I'm not sure when HDDs will be obsolete. However I feel its days are numbered.

Here's an informative article with regard to HDDs.

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.

https://interestingengineering.com/culture/hard-drive-storage-computing-history

3 weeks ago

StartOfTheBull

When will the demand for HDD start to decline upon full completion of data centers around the world, including Malaysia?
It seems SGX listed Broadway Ind and Innotek share price have stopped surging lately.

3 weeks ago

OTB

Dear Goldberg,
Thank you for your information.
Good job done.

3 weeks ago

calvintaneng

Seagate pushes back against SSD dominance claims
By Chris Mellor -May 1, 2024

HDD maker Seagate wants us to understand three truths about the myth of SSDs replacing disk drives: SSD prices will not match spinning disk prices, SSD fab capacity won’t match HDD fab capacity, and SSDs are a bad fit for nearline disk workloads.

The points are made in Seagate presentation deck that is effectively a response to Pure Storage CEO Charlie Giancarlo’s assertion that “there won’t be any new disk systems sold in five years,” meaning by the end of 2028. In other words, disk and hybrid array customers could still be buying disk drives after that to replenish existing HDD storage but new storage systems will be flash-based.

We note that Pure is not a commercial SSD supplier, buying in raw NAND chips and building its own Direct Flash Module (DFM) drives. SSD suppliers and NAND manufacturers are not supporting Pure Storage in its claims, at least not publicly.

The disk drive manufacturers – Western Digital, Toshiba and Seagate – think this is wrong. Although SSDs are replacing disk drives in notebooks and desktop computers and also in the enterprise 10.2K 2.5-inch market, they are not replacing high-capacity, 7,200 rpm nearline drives in the enterprise and hyperscaler markets. That’s because the total cost of ownership of SSDs is significantly higher than that of HDDs and will remain so.

Seagate’s pitch deck explains why they think this is true. It identifies three claims:

SSD pricing will soon match the pricing of disk drives
NAND supply can increase to replace all disk drive exabytes
Only all-flash arrays (AFAs) can meet modern enterprise workload performance needs
The Seagate slide deck then rebuts each argument.

Price point
Seagate believes that disk drives will retain a greater than 6:1 $/TB advantage over SSDs through to 2027. The average for the period is 6.6:1, with dips below that happening, but the price differential then recovering.

This is based on its analysis and three reports:

Forward Insights Q323 SSD Insights, August 2023
IDC Worldwide Hard Disk Drive Forecast 2022-2027, April 2023, Doc. #US50568323,
TrendFocus SDAS Long-Term Forecast, August 2023
Partly this is based on Seagate extrapolating disk capacity growth, and that depends upon the HDD makers being able to increase areal density. Equally it depends upon NAND suppliers increasing 3D NAND layer counts and manufacturing capacity. Here’s the chart from Seagate’s deck:

The TCO of HDDs and SSDs is composed of acquisition costs and then running costs, basically meaning power for operation and cooling, and other minor costs. Seagate asserts that SSD TCO is greater than HDD in $/TB terms over the product’s lifetime, saying the disk “price advantage is magnified at scale, where device acquisition cost is by far the most significant element of TCO.”

NAND manufacturing capacity
A NAND fab costs a great deal of money. For example, a coming SK hynix M15X DRAM fab in Korea will cost ₩5.3 trillion ($3.86 billion) and be ready in November 2025. There were 333 EB of NAND manufactured in 2023. TrendForce and IDC analyses predict that 3,686 EB of combined NAND and HDD capacity will be needed in 2027. The NAND industry could build 963 EB of that with HDDs contributing 2,723 EB.

Were that disk contribution to be replaced by NAND, the projected cost would be $206 billion, and Seagate says this makes SSD replacement of HDDs cost-prohibitive, as its chart indicates:

See full message by Seagate

https://blocksandfiles.com/2024/05/01/seagate-is-flash-killing-the-hard-drive-no/#:~:text=HDD%20maker%20Seagate%20wants%20us,fit%20for%20nearline%20disk%20workloads.

3 weeks ago

cheated

Dufu(most expensive among 3 stocks here) why latest QR show profit down?

2 weeks ago

cheated

JCY also not cheap anymore after share climb.

2 weeks ago

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