Dear friends of i3 Forum,

Since No Research House or Analysts are bullish on JCY yet we think JCY has good prospect to go higher

First let us see A New Appointment

Change in Boardroom

Qualifications

Manufacturing Engineering and Management

Coventry University (UK)

Microelectronic

Campbell University (USA)

Mr. Yeoh Sai Kong (Mr. Yeoh) was appointed as Senior General Manager on 9 January 2023.  
Mr. Yeoh has over 28 years of working experience in the electronic manufacturing fields, from Wafer manufacturing till products final assembly (Tape drive and Hard Disk drive). Prior to joining the Company, Mr. Yeoh was the Senior Engineering Director at Western Digital (Malaysia) Sdn. Bhd. for 16 years (2008-2022) in Engineering Operations overseeing Malaysia and Thailand sites.
Prior to it, Mr Yeoh was the Engineering Director in Seagate Technology Sdn Bhd (Malaysia) for 11 years (1997-2008), with knowledge built up from Wafer till Tape drive integration.
Mr. Yeoh has served several Engineering operation functions in Wafer development, product development, new product launch, product integration, automation, Fourth Industrial Revolution (4IR) and 7/24 manufacturing operation.

Nil

Nil

Nil

Direct interest: 675,900 ordinary shares
Indirect interest: Nil

Mr. Yeoh was the Senior Engineering Director at Western Digital (Malaysia) Sdn. Bhd. for 16 years (2008-2022)

Mr Yeoh was the Engineering Director in Seagate Technology Sdn Bhd (Malaysia) for 11 years (1997-2008)

Direct interest: 675,900 ordinary shares

NOW WE KNOW BOTH WESTERN DIGITAL & SEAGATE HAVE INDICATED HIGH DEMAND FOR HDD LEADING TO INCREASING PRICES FOR HDD

This bodes well for JCY as Its Majors in HDD

See

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Solar Micro Inverter

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SOLID STATE DRIVE (SDD)  ENCLOSURE

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HARD DISK DRIVE (HDD) COVER

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SEPARATOR PLATE

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ACTUATOR ARM

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ACTUATOR PIVOT FLEX CIRCUIT ASSEMBLY

AND OTHERS ALL FOR THE ASSEMBLING OF HDD & SDD

Now See This

https://www.youtube.com/watch?v=xfditE58xJs  

ACCORDING TO WESTERN DIGITAL & SEAGATE DEMAND HAS OVER TAKEN SUPPLY FOR BOTH HDD & SDD

AND BEING A MAJOR PRODUCER OF HDD PARTS JCY WILL SEE AN UPTURN

THE CYCLICAL DEMAND FOR JCY PRODUCTS WILL LAST AS LONG AS AI AND NEW DATA CENTERS ARE SET UP

Warm regards

Calvin Tan

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Report: Seagate, Western Digital Hike HDD Prices Amid Surge In Demand

by Anton Shilov

Seagate Technology has reportedly notified its customers abouts its plans to raise prices on new hard drive orders and for demands that exceed prior agreements, echoing a similar move by Western Digital, which increased its prices earlier this month. These changes come in response to a surge in demand for high-capacity HDDs and constraints in supply due to decreased production capabilities of both Seagate and Western Digital, reports TrendForce. According to industry insights reported by TechNews, the sector anticipates that the scarcity of high-capacity HDD products will persist throughout the current quarter and possibly extend over the entire year. It is forecasted that HDD prices will rise by 5% to 10% in Q2 2024 alone and could increase further as a reault of the ongoing..

1.  a surge in demand for high-capacity HDDs 

2. and constraints in supply due to decreased production capabilities of both Seagate and Western Digital

3. the scarcity of high-capacity HDD products will persist throughout the current quarter and possibly extend over the entire year.

4.  HDD prices will rise by 5% to 10% in Q2 2024 alone and could increase further as a resault of the ongoing..

New Product Introduction

New Production Introduction (NPI)

At JCY, we believe in starting it right first time.

JCY NPI team has over 20 years of experience taking new products to production. Our team of dedicated Engineers works diligently with our customer’s design team from the onset of product design and development. We become an integral part of customer’s design process, providing manufacturing solutions through Design for Manufacturability (DFM) and Design for Cost (DFC) analysis.

Every new project starts with resource requirement assessment which allows us to assemble a team with the right mix of expertise. Manufacturing processes are designed with Failure Modes and Effects Analysis (FMEA) in mind, to identify the risks for failures throughout the manufacturing process. New products are cross referenced with our Generic Product Requirement (GPR) to leverage past experiences and to ensure shorter learning curve for smooth product launches.

Our Quality experts will perform advance quality planning which includes Control Plans and Measurement Systems Analysis (MSA) for optimal measurement and process control.

JCY maintains an effective NPI process where each development stage is clearly defined with associated signed off to enable both Operations and Engineering to resolve issues that would affect product quality, yield and cost before entering mass production mode.

During the volume ramp phase, all duplicate manufacturing equipment are qualified via statistical analysis like T-test and Analysis of Variance (Anova).

Our Supply Chain experts are involved up front to source for best value materials that contribute positively to product reliability and customer’s satisfaction in a timely manner.

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Analyst Coughlin Associates’ latest Digital Storage Technology Newsletter sees no signs that SSDs are going to stop new hard disk drive (HDD) sales after 2028.

Thomas Coughlin, President of Coughlin Associates, issues his DST newsletter each quarter and the May 2024 issue contains historical disk units and capacity shipped information with projections of current trends. 

The market watcher plotted a chart that shows HDD annual unit shipments since 2001 by market sector;