THE INVESTMENT APPROACH OF CALVIN TAN

THERE ARE MORE THAN 10,000 DATA CENTERS IN THE WORLD & ONLY 3 HDD MANUFACTURERS, Calvin Tan

calvintaneng
Publish date: Sat, 25 May 2024, 08:00 PM
calvintaneng
0 1,828
Hi Guys,

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

Dear friends of i3 forum


There is A Proliferation of Data Centers coming to Malaysia & many Stocks are up. But few are aware that even if Malaysia got 100 Data Centers it is only 1% of the World's 10,978  Data Centers now in existence



See


Retail colocation

Global Data Center Statistics

The global data center market is massive and growing. Let’s dive into some statistics about the market:

  1. There are approximately 10,978 data center locations worldwide as of December 2023. (Various: Cloudscene, Datacentermap, Statista)
  2. The top 20 countries with the most data centers are the United States (5,388), Germany (522), the U.K. (517), China (449), Canada (336), France (315), Australia (306), Netherlands (300), Russia (255), Japan (219), Italy (168), Mexico (166), Brazil (163), India (152), Poland (143), Hong Kong (122), Singapore (99) New Zealand (81), Spain (81), Indonesia (79). (Various: Cloudscene, Datacentermap, Statista)

And although there are over 10,000 Data Centers world wide there are only 3 HDD Suppliers


See


HDD Market Share

TOSHIBA 20% HDD

SEAGATE 43% HDD

WESTERN DIGITAL 37%


TOTAL: 100%


BY THESE THREE HDD IS SUPPLIED TO ALL OVER 10,000 DATA CENTERS WORLDWIDE

And 3 Main HDD Parts Makers in Malaysia are

JCY

NOTION

DUFU


Many who do not know are chasing others which have exposure to DC (Data Center) only in Malaysia context.

But their profits are limited to Malaysia DC context and will not benefit from the other 10,000 DC (Data Centers) World Wide

Since JCY, NOTION & DUFU supply HDD & SSD Parts to Seagate & Western Digital by Proxy these benefit from the MUSHROOMING OF DC Centers World Wide


All the More Now Due to Ai There Is A HUGE DEMAND FOR EVEN MORE DC


See what Dell COMPUTER Boss said


Michael Dell: AI to drive data center demand up 100x over next 10 years

AI 'revolution' will boost data center capacity, CEO of Dell says

Dell attributed the increase in data center demand to the rising interest in AI services, and explained that people will learn that they can get better results from generative AI models.

He said we are only in the first or second year of “the big AI revolution” and predicted that the growth of AI will be 10x faster than the growth rate of the Internet.


100X means 10,000% Growth in 10 years

Or 1,000% Growth Per Year

AND DEMAND FOR HDD WILL SKYROCKET UP LIKE NOTHING YOU EVER SEE BEFORE


THAT IS WHY SEAGATE & WESTERN DIGITAL SHARE PRICES ARE JUMPING UP


AND BEING VENDOR SUPPLIERS OF SEAGATE & WESTERN DIGITAL WE CAN EXPECT TREMENDOUS GROWTH FOR

JCY, DUFU & NOTION


NOTION?


YES!

NOTION INSIDERS ARE VERY VERY BULLISH


See


Notice of Interest Sub. S-hldr (Section 137 of CA 2016)

NOTION VTEC BERHAD

Particulars of Substantial Securities Holder

Name
MADAM THO SIEW WAH
Nationality/Country of incorporation
Malaysia
Descriptions (Class)
Ordinary Shares
Name of registered holder
(i) Tho Siew Wah (Direct); and (ii) Tan Pau Son (Indirect)

Date interest acquired & no of securities acquired

Date interest acquired
20 May 2024
No of securities
28,466,300
Circumstances by reason of which Securities Holder has interest
Purchase of Ordinary Shares via open market
Nature of interest
Direct and Indirect Interest

Total no of securities after change

Direct (units)

5,260,000

Direct (%)

1.019

Indirect/deemed interest (units)

23,206,300

Indirect/deemed interest (%)
4.497
Date of notice
23 May 2024
Date notice received by Listed Issuer
23 May 2024


BUYING 28,466,330 Shares at One Go on 24 May 2024?


Let's see Traded NOTION Shares on that day


On 20 May 2024 Total Shares traded was 44,985,800

And 28,466,300 shares equal to 63.2%


WHY SO BULLISH?

Calvin remembers in April 2020 buying Supermax at Rm1.73 during Glove Super Bull Time

After buying Supermax in April 2020 at Rm1.73

Suddenly SUPERMAX Got Super Power And Price Rose Past Rm7.00

Then Supermax Insiders started buying

See
Above from i3 Forum

To check their Actual Purchase price please refer Bursa

DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : DEALINGS OUTSIDE CLOSED PERIOD

SUPERMAX CORPORATION BERHAD
Type
Announcement
Subject
DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)

DEALINGS OUTSIDE CLOSED PERIOD

Description
DEALING BY DIRECTOR IN THE SECURITIES OF SUPERMAX CORPORATION BERHAD ("SUPERMAX") OUTSIDE CLOSED PERIOD

Pursuant to Chapter 14.09(a) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the following Director of Supermax had transacted as follows:-

Name of Director

Date of Acquisition

Number of Shares

 

Percentage (%)

 

 Total Consideration 

Ng Keng Lim@ Ngooi Keng Lim

29 May 2020

200,000

0.015
RM1,519,400.00

The notice of dealings from Ng Keng Lim@ Ngooi Keng Lim was received by Supermax on 1 June 2020.    


OK WE SEE DIRECTOR NG KENG LIM BOUGHT 200,000 SHARES OF SUPERMAX FOR AVERAGE COST OF RM1,519,400


Let's divide to get per share cost

RM1,519,400.00 divides by 200,000 shares

= Rm7,597 per share cost

YES! Calvin bought at Rm1.73. Just one month later Director of Supermax bought at Rm7,597


Now Calvin also bought Notion at 52.5 Sen


And see again



On May 20 2024 Notion Highest was Rm1.04 & Lowest was 93 sen. And closed at Rm1.00


WHY IS NOTION INSIDER SO BULLISH


FOR SUPERMAX NOW ON HINDSIGHT WE KNOW IT LATER GAVE ONE FOR ONE FREE BONUS & SUPERMAX POWERED OVER RM20.00 THEN SPLIT


BUT FOR NOTION THIS BULL IS YET AHEAD


HOW HIGH AND HOW LONG WILL THIS HDD BULL POWERED BY DC (DATA CENTER) IS YET TO BE SEEN

BUT IT WILL BE EXCITING AS AI & DATA CENTERS ARE NOW PART OF OUR LIVES


NOTION Now Rm1.21


WILL IT GO BACK TO ITS ALL TIME PREVIOUS HIGH OF RM1.92?


FOR THAT WE WILL KNOW AS MONTHS AND YEARS ROLL ON


Very Warm Regards


Calvin Tan


Please buy or sell after doing your own due diligence or consult your remisier/fund manager



STOP PRESS! STOP PRESS!!


Just discovered!


After 

Ng Keng Lim@ Ngooi Keng Lim bought 200,000 shares of Supermax on 29 May 2020 for Rm7,597 a share


In August 2020 Supermax posted A FANTASTIC RESULT


See (Refer Bursa)

SUMMARY OF KEY FINANCIAL INFORMATION

30 Jun 2020

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR

CORRESPONDING

QUARTER

CURRENT YEAR TO DATE
PRECEDING YEAR

CORRESPONDING

PERIOD

30 Jun 2020
30 Jun 2019
30 Jun 2020
30 Jun 2019
$$'000
$$'000
$$'000
$$'000
1
Revenue
929,124
375,964
2,131,809
1,538,157
2
Profit/(loss) before tax
519,007
16,198
688,556
172,407
3
Profit/(loss) for the period
408,270
14,004
535,601
123,103
4
Profit/(loss) attributable to ordinary equity holders of the parent
399,618
15,059
525,586
123,112
5
Basic earnings/(loss) per share (Subunit)
30.58
1.15
40.22
9.39
6
Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
1.50
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.1800
0.8300

NO WONDER HE DARED TO PAY SO HIGH!
NOW WE KNOW!!!

SAME

NOTION INSIDER BOUGHT ON 20 MAY 2024

AUG 2024 RESULT OF NOTION WILL REPORT RESULTS FROM 1 APRIL TO 30 JUNE 2020

THAT MEANS THEY ALREADY AWARE NOTION APRIL 1 TO MAY 20 2024 COMPANY STATUS

WILL IT BE AS SPECTACULAR AS SUPERMAX RESULTS WAS IN AUG 2020

ONLY TIME WILL TELL AND AUGUST IS ONLY  3 MORE MONTHS AWAY!

Discussions
Be the first to like this. Showing 49 of 49 comments

calvintaneng

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

4 weeks ago

Goldberg

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.

4 weeks ago

Goldberg

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.

4 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.

4 weeks ago

s3phiroth

hdd is mostly used for those conventional datacenter for data storage purpose. That is why the rise of online streaming media like netflix youtube tiktok created huge demand for hdd in last 10 years.

However what ai datacenter really need is ssd which has much higher data read/write speed.

4 weeks ago

calvintaneng

No need to waste time reading irrelevant stuff

Seagate already stated
Hdd drive will be in use for 15 years from 2019 which means 2024 - 10 years more good years for Hdd
No need to worry as Data Center need for Hdd will be tremendous for a decade more

Source : Seagate world biggest manufacturer of Hdd

4 weeks ago

calvintaneng

Seagate joins the HDD price hike party, blames AI for spike in demand
4 comment bubble on white
Expect ongoing supply shortages this year, say storage analysts
iconDan Robinson
Tue 23 Apr 2024 // 18:15 UTC
Seagate has joined Western Digital in increasing the prices of hard drives, with rising demand due to the huge data requirements of AI taking the blame. AI is also behind a rapid growth in orders for Enterprise solid state drives (SSDs).

One of the big three makers of traditional rotating hard disk drives (HDDs), Seagate informed customers that it is increasing prices effective immediately for new orders, but also for any changes to orders that are “over and above” previously committed volumes.

This was disclosed in a letter from the company seen by analyst Trendforce, and comes just a couple of weeks after rival manufacturer Western Digital sent out a similar letter to customers informing them of price hikes.

According to Trendforce, the cause of the issue is two-fold: rising demand for high-capacity HDD products driven by the current craze for all things AI, and reduced production by hard drive manufacturers that means they are unable to meet the demand, leading to soaring prices.


calvintaneng

53,621 posts

Posted by calvintaneng > 5 minutes ago | Report Abuse

Seagate has joined Western Digital in increasing the prices of hard drives, with rising demand due to the huge data requirements of AI taking the blame. AI is also behind a rapid growth in orders for Enterprise solid state drives (SSDs).

One of the big three makers of traditional rotating hard disk drives (HDDs), Seagate informed customers that it is increasing prices effective immediately for new orders, but also for any changes to orders that are “over and above” previously committed volumes.

This was disclosed in a letter from the company seen by analyst Trendforce, and comes just a couple of weeks after rival manufacturer Western Digital sent out a similar letter to customers informing them of price hikes.

According to Trendforce, the cause of the issue is two-fold: rising demand for high-capacity HDD products driven by the current craze for all things AI, and reduced production by hard drive manufacturers that means they are unable to meet the demand, leading to soaring prices.


calvintaneng

53,621 posts

Posted by calvintaneng > 0 seconds ago | Report Abuse

Why Ai & DATA CENTER didn't go for FLASH?

Answer:

HDD still the Cheapest for Storage

Why Want To Waste Money?

DATA CENTER IS FOR STORAGE (NOT FOR SPEED: FOR PERSONAL LAPTOP MAYBE YOU NEED SPEED)
NOT WHEN YOU ARE DOING STORAGE BUSINESS

See

If you want speed you could export Chicken & eggs by Air from Subang Airport to Singapore Changi International Airport

In a flash your chicken & egg arrive

BUT WHY PAY SO HIGH FREIGHT?

You can also import Cars from Japan by Airplane. Lorry & Buses also can be sent By Plane in A Flash from TOKYO TO KL

But very Costly!

So what is possible might not be cost effective and also not practical at all

4 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.

4 weeks ago

calvintaneng

GLOVE SUPERBULL WAS CUT SHORT BY 3 THINGS

1) OVER PRODUCTION OF MEDICAL GLOVES IN MALAYSIA

2) CHINA GLOVES UNDERCUTTING PRICES

3) VACCINES

ALL THESE BROUGHT GLOVE BULL TO A STOP

WHAT ABOUT HDD DRIVES?

THIS ONE CHINA CANNOT

WHY?

ANSWER:

BECAUSE IF CHINA CAN DO HDD HUAWEI WON'T NEED TO BUY FROM SEAGATE

SEE

https://www.bbc.com/news/business-65332208

4 weeks ago

Ravi1969

JCY is only making part not the whole HDD. Revenue is not big

4 weeks ago

calvintaneng

Jcy already stated

2nd half revenue will be better than 1st half

4 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.

4 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.

4 weeks ago

Ravi1969

JCY is a small player. Revenue today is about 1/3 or 1/4 of what it used to be. Better off with Notion and Dufu

4 weeks ago

Goldberg

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.

With the industry’s most cloud-integrated all-flash storage and the most flexibility to support new flash technologies, NetApp makes it easy for you to take advantage of innovations in flash without disrupting your business.

4 weeks ago

calvintaneng

"Nothing is so powerful than an idea whose time has come"

- Victor Hugo

HDD bull run commencing

4 weeks ago

Goldberg

PURELY EDUCATIONAL

HDD shipments significantly declining over the past 10 years—from a high of over 651 million units shipped in 2010 to 166 million in 2022.

The Data Center of the Future Is All-flash-

As technology evolves, the data center of the future will require all-flash data storage to deliver greater efficiency, speed, and reliability than traditional HDD systems.

Hard-disk drives (HDDs) have long been ubiquitous in data centers. In fact, the technology dates back to the 1950s, when IBM first constructed a server farm about the size of two refrigerators with a storage capacity of 3.75MB. But that’s a far cry from today. However, the data center of the future is about to make its way to the present.

Data growth is skyrocketing with 1.134 trillion MB of data currently being created on a daily basis. Data volumes continue to grow exponentially in this age of AI, smartphones, the cloud, and streaming video. And with many data centers still leveraging hard disk equipment, there are growing reasons to consider a shift to faster, more efficient, all-flash data storage technology.

To understand where we’re heading in data storage, it’s important to reflect on the journey so far. The term “all-flash array” dates back to the late 1980s, but it wasn’t until the 2000s that it significantly started to take shape. Pure Storage was an early player with FlashArray™, highlighting the impressive benefits of all-flash data storage over disk.

Organizations quickly determined that all-flash arrays offered greater performance when compared to spinning disk, with faster access times, lower latency, and higher throughput—making them an ideal option for performance-sensitive workloads. Enterprise-class storage systems based solely upon flash entered the market over a decade ago, and by 2019, up to 80% of revenues driven by primary storage workloads were coming from all-flash arrays. By this time, HDDs were primarily being used as secondary workloads that were more capacity- and cost-constrained than primary workloads. Yet, this still accounts for approximately 90% of the total amount of data stored by enterprises.

While HDDs have been a more affordable choice and continue to be used in the majority of data centers globally, there is a growing consensus that all-flash is defining the future of the data center. In fact, Pure Storage contends that by 2028, there will be practically no new, all-HDD storage systems sold for data center computing. This prediction is already playing out with HDD shipments significantly declining over the past 10 years—from a high of over 651 million units shipped in 2010 to 166 million in 2022.

4 weeks ago

calvintaneng

That was previous info

Latest is this

The sudden surge of Ai and Need for Storage

Dell computer boss said just beginning only within last two years

Ai Demand for Data storage will need to increase by 100X ( or 10,000%) in 10 years to meet the new found demand of Ai (artificial intelligence)

That is why we see so many many New Data Centers being set up to meet this need

4 weeks ago

calvintaneng

For the same reason by Demand in year 2020
Due to coronavirus many also rushed to set up new glove factories

But glove bull was cut short by

1. Gross overproduction

2. New glove dumping and price war from China

3. Vaccines

4 weeks ago

calvintaneng

However

Glove bull can be halted by China

For Hdd China cannot
Even Huawei want to buy Hdd from Seagate

4 weeks ago

Goldberg

Get data center speed with the right solid state drive


Data center speed is critical for keeping up with today’s technical loads, and enterprises need to have the fastest technology available to keep up with growing demand. Many organizations are turning to solid state drives (SSD) to improve their data storage and strategies. However, with so many now on the market, it’s important to choose the right one for your needs, goals — and budget.

Data center needs

Samsung has multiple SSD offerings, each with a specific use case in the data center. In deciding which option would fit the needs of your data center, there are several questions you must ask. The most obvious one — how much capacity you’ll need — which will depend on how much data you have and generate.

4 weeks ago

Goldberg

Hard drive storage (HDDs will soon become part of computing history, says expert
It simply does not make sense to keep the disks spinning.


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.
Published: May 12, 2023 07:20 AM EST

3 weeks ago

calvintaneng

What is a Data Center?
Answer: a place to store data

Why need speed to store something?
No need to hurry at all
Where do they store data?
In Sedenak
So remote?
Yes

Why?
Because land there is cheap

3 weeks ago

calvintaneng

Cost is why they chose Lower cost Malaysia

And cost was why all Hdd parts makers all left Usa for cheaper places

3 weeks ago

Goldberg

Data center needs

Samsung has multiple SSD offerings, each with a specific use case in the data center. In deciding which option would fit the needs of your data center, there are several questions you must ask. The most obvious one — how much capacity you’ll need — which will depend on how much data you have and generate.

You’ll also need to think about how often that data is updated — daily, hourly or up-to-the-minute — and the types of applications and use cases that will involve your SSDs. For instance, are you looking for something that can simply handle file and print functions, or something with more intensive capabilities, such as those required by databases? Do you need something that can handle applications such as virtual desktop infrastructure, AI and big data analysis? Finally, you need to figure out the throughputs that your applications require for optimum performance.

3 weeks ago

calvintaneng

Now you want speed?
For personal laptop maybe

Like you want to fly home from Narita Airport in Japan to Kl international airport

Perfectly ok

But ship your car by air for faster speed?
What for?

Yes speed
You can also send lorries and buses in Jumbo aircraft from Tokyo to Kl
Why so bodoh?
Want to waste money?

3 weeks ago

calvintaneng

Data Center will use Hdd for maximum storage with the lowest cost

3 weeks ago

calvintaneng

They will then lease or sell storage space to any interested parties for a fee
If too expensive then cannot survive

That is why you see Data Center set up with too high cost later go bankrupt in Usa

3 weeks ago

calvintaneng

Last time in year 2009 or 15 years ago we started a website see www.inspiretopray.com
One internet domain was free.
Then they charged a small fee
Last year to our horror 😱 they asked for usd700 to host my website www.inspiretopray.com

Usd700 = Rm3,300
But we refused and finally found one for Usd200😀

Since we are doing it for free of charge

3 weeks ago

calvintaneng

See www.inspiretopray.com

I don't need speed

Been posting since year 2009 till now

This year so far only posted one article

So who need speed

We only need a storage space

And cost as low as possible

3 weeks ago

Goldberg

Hard drive storage will soon become part of computing history, says expert

3 weeks ago

calvintaneng

expert or what I have already used for 15 years happily with no problem

there are over 10,000 Data Centers which internet domain rent from and I get to rent from from as cheap as possible for many more years to come

can switch if too costly and they are ample choices out there

3 weeks ago

calvintaneng

now if no more better quickly read all my free precious post or if no HDD it might be taken down so better read now www.inspiretopray.com

free of charge even though not free to host

3 weeks ago

Goldberg

Hard Disk Drive Market Size & Share Analysis - Growth Trends & Forecasts (2024 - 2029)

Hard Disk Drives Market Analysis

The Global Hard Disk Drive Market size is estimated at USD 19.93 billion in 2024, and is expected to DECLINE to USD 15.53 billion by 2029. Source:


https://www.mordorintelligence.com/industry-reports/hard-disk-drive-market

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

Some projections on Jcy, Notion and Dufu

1. Jcy
management said Jcy operation only at 50% but profit up due to higher value sales so sell less but higher profit

by 2nd Qtr production will ram up further to meet high demand

And this is very good news

2nd Half year will be better than 1st half

People are sight orientated

So when they see Jcy

Aug 2024
Nov 2024
Feb 2025(reporting for Oct to Dec 2024 qtr) they will go GaGa and chase up Jcy

so buy before best news out is wise


3 weeks ago

calvintaneng

2. Notion
top no. 6 insider of Notion increased his holding by 28 mil to 39 mil to be top no.1 in Notion

very fierce bull 🐂

3 weeks ago

calvintaneng

3. Dufu

this one has solid investors of both local and foreign Funds in Top 30
and since not move much potential to go up high is good

3 weeks ago

calvintaneng

All 3 will go up in rotational play hand in hand and side by side in DC HDD superbull time

3 weeks ago

Goldberg

Solid State Driv SSD e Market Analysis

The Solid State Drive Market size is estimated at USD 65.47 billion in 2024, and is expected to reach USD 147.01 billion by 2029, growing at a CAGR of 17.56% during the forecast period (2024-2029). The data storage demand has been on a massive rise over the past few years, and it is expected to witness an increasing trend over the forecast period. Increasing demand for data storage options is expected to drive the demand for SSD demand over the forecast period.
The demand for SSD has been rapidly increasing, along with the growing number of cloud platforms, from the traditional corporate private and new public clouds to personal cloud usage. The commonly used SSD interfaces include Serial ATA (SATA), PCI Express (PCIe), and Serial Attached SCSI (SAS). Enhanced features, such as high speed and quick data access, boost the adoption of PCIe SSDs for cloud computing.

Source: https://www.mordorintelligence.com/industry-reports/solid-state-drive-market

3 weeks ago

calvintaneng

Ssd ?

Jcy also dealing in Ssd

Clap!
Clap!!
Clap!!!

You so clever 😄

3 weeks ago

calvintaneng

AI (Artificial Intelligence) Boom Time Sudden Turnaround The Fortunes of HDD (Hard Disk Drive) Makers, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-27-story-h-160745258-AI_Artificial_Intelligence_Boom_Time_Sudden_Turnaround_The_Fortunes_of_

0 seconds ago

3 weeks ago

calvintaneng

FROM BULL TO SUPERBULL

3 weeks ago

EngineeringProfit

Calvin, your bulls have grown too old.....haha

3 weeks ago

MrFox

bulls or balls!!?? haha

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

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