THE INVESTMENT APPROACH OF CALVIN TAN

JCY - AMONG TOP BENEFICIARY OF HDD (Hard Disk Drive) For MUSHROOMING AI (ARTIFICIAL INTELLIGENCE & DATA CENTERS, Calvin Tan

calvintaneng
Publish date: Fri, 17 May 2024, 12:45 AM
calvintaneng
0 1,821
Hi Guys,

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

 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

JCY INTERNATIONAL BERHAD
Date of change
01 Apr 2024
Name
MR YEOH SAI KONG
Age
54
Gender
Male
Nationality
Malaysia
Designation
Executive Director
Directorate
Executive
Type of change
Appointment

Qualifications

No
Qualifications
Major/Field of Study
Institute/University
Additional Information
1
Masters
Manufacturing Engineering and Management
Coventry University (UK)

2
Degree
Microelectronic
Campbell University (USA)

Working experience and occupation
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.

Directorships in public companies and listed issuers (if any)
Nil
Family relationship with any director and/or major shareholder of the listed issuer
Nil
Any conflict of interests that he/she has with the listed issuer
Nil
Details of any interest in the securities of the listed issuer or its subsidiaries
Direct interest: 675,900 ordinary shares

Indirect interest: Nil

Note:


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)


He has a combined 27 years with Western Digital & Seagate (The Current Top 2 Manufacturers of HDD commanding more than 60% of all HDD in the world

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



Solar Micro Inverter

Die Casting, CNC Machining, Powder Coat, Silk Screen Printing.



Solid State Drive Enclosure

SOLID STATE DRIVE (SDD)  ENCLOSURE



HARD DISK DRIVE (HDD) COVER




Separator Plate


SEPARATOR PLATE



ACTUATOR ARM



Actuator Pivot Flex Circuit Assembly

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





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.












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; 


Discussions
Be the first to like this. Showing 13 of 13 comments

FLYER

Do you think data centres will use enterprise flash storage or HDDs storage ?

1 month ago

calvintaneng

HDD cheap and popular

Data Center use 90% HDD and SSD only 10%

source Seagate

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

from Jcy balance sheet (refer Bursa)

Cash Rm147 millions
debt Rm33 millions

Cash minus debt

Rm114 Millions

Jcy is a net cash company

both Dufu and Notion are also net cash companies

4 weeks ago

calvintaneng

Jcy will play catch-up with Notion as it's share price lower and cash position higher

Plus it has higher exposure to HDD sales

4 weeks 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

3 weeks ago

calvintaneng

Outlook:
Demand for large capacity HDDs mainly for cloud and enterprise computing and increasingly for Artificial Intelligence (AI) machine learning
data storage has seen a resurgence of demand and orders as we serve that space diligently. We have established long-term relationships with
these major HDD makers and the commitment for long-term supply is of paramount importance. We will grow in line with the industry growth
pattern

from Notion Qtr

3 weeks ago

calvintaneng

Very good news from Jcy confirm Demand for HDD and SSD will skyrocket

and then shares will follow 🚀🚀🚀 up

3 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!!

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

vespa

Calvin you have helped many with your invetsment ideas thanks

3 days ago

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