Big boy still a boy...

The crossover of (SSDs vs HHD), 
actually happened in the second 2017 quarter. 
The booming is just started ! 
https://www.google.com/amp/s/www.theregister.co.uk/AMP/2018/02/28/cros... 

NOTE : 
1.The projection shows SSD capacity, at 802EB in 2021, is still less than half the HDD capacity shipped; 1,830EB. 
2.Total revenue as 4Q2017 from SSDs will surge from Usd$17B.to $60B.by 2023. 
3. WD able to share a 16% global supply as on 2017 make it ranked world Top 3 after Samsum & Toshiba.

Top 3 Us Tariff punishment targeted over merchandise of China.
1. 信息设备
2. Pcb电脑点路版
3。sensor
EMS providers out of the dispute zone ,are to be benefitted.
The impact is going to be huge .

Manufacturing sales up 5.7% in March 2019
SUNBIZ /10 MAY 2019 / 17:14 H.
https://www.thesundaily.my/business/manufacturing-sales-up-5-7-in-march-2019-HM860876

Waiting till neck long for 0.550

I die die waiting to buy back only at below 1.27
Eventhough, 1.27 just not cheap for me.
Spreading in Bacthes a better way.

2016HHD年产量有x400mil件
Western digital占了40%。

EG第一间4.0全自动工厂，可承包产量 10mil件 。
不知道 EG会不会陆续让其它 生产线全自动化。

第一批 试运性订单，
最快也要2019年尾
有着落 吧!

大哥 如果按照我 手上的推算   
Usd17000百万xrm4.00 x 30% x 20% x 1.5% x 49%   
=Rm29.999mil 净利润。  

这个目标 需要3年逐步迈进的。  
以目前 双方资金4.0mil到位， 
相信会有后续资金跟进吧!

以上 目前只是 猜测而已。不必当真 !

说到重点去
相信EG接下来 会通过quanta旗下techman
将其4.0automated新产房 组装协成robotic arm
以便可以 更灵活调整 产线 和 快速在zero defects 生产极大化。

利润因而 更好
订单也可以 更快速交货，
Inventory 可以更底些。

(Quanta Storage jv EG联盟，之我思我写)
EG这一次 联盟， 
通过自己的 基石/强项 作为出发 
和 EG 内部之前资金良好掌控 
EG 未来的路， 牛逼 了。 

这次的借力，时也机也。 
或较贴切的 说法
Quanta JV EG 可以说是 互补与双赢 !
可以共创共享未来 更高的 的可能性与成果。

When connecting each punch, you are unbeatable. 
Hip Hoop Hurray, EG !

SSDs will be capturing a market vol. with CARG 15% of usd 17bil. from 2017 - usd60bil. By 2023 
With WD ranked top 8th in the world, and its biggest facility in the world in Penang 
The Big Picture and the Long Vision is very clear.

1。Posted by klmly2 > May 10, 2019 7:03 PM | Report Abuse 
这个年代，相信应该只有三四十岁以上的人士还用ssd这种落后的科技。 
ME : 吖 ! Are you trying to make a joke ?

2。结论还是一样，EG前景是没的啦，只可以靠炒风炒热，之后就会打回原本10/05/2019 11:11 PM
ME : 有炒过吗？2015年 才算是炒 好吗？

Dato Calvin is now my new idol.
Just Dato's article sometimes is too lenghtly.

Hi ! Roger,
Maybe u can do searching from this link.
http://www.storagesearch.com
Falling NAND prices will drive PCIe SSDs to 50% market share in 2019
Cloud storage & SSDs will collectively eat up the traditionally HDD market.

Western digital in Malaysia has good geopolitical benefit compare with other SSDs leaders like seagate.

Better Value Play: Western Digital Corp. or Seagate Technology PLC?
https://www.fool.com/investing/general/2016/05/06/better-value-play-western-digital-corp-or-seagate.aspx

SSDs vs HDD

EG will have huge weight from SSDs with Quanta Storage JV.
Plus, the gap pricing has much narrowing down by now.

Lets check it out!
https://www.google.com/imgres?imgurl=https://www.enterprisestorageforum.com/imagesvr_ce/3985/SSD-vs-HDD.jpg&imgrefurl=https://www.enterprisestorageforum.com/storage-hardware/ssd-vs-hdd.html&docid=V0Z0ZFrYHhZm7M&tbnid=3FtjUZCuQ6htDM:&vet=1&w=575&h=574&source=sh/x/im

Not interested to tell you how good I am.
I admit , I'm dam enjoy to see tom SO GREENnnn :)

Yeaa !
Even 1.80 I'm happi

So fast half cents earned , can buy myself a big screen tv lioaw !

中国 可以做的 最多 叫 iran的4油轮 回去它自己的国家 ;)

Most likely scenario is dragging on n on.

Usd want to protect their taikor no. 1 of world.
China will not put down their head to sign such unfair deal.

Finally makan 0.205 kikiki

Hehehe!

Hahaha

So sad , Q buy whole week... still dont get it matched.

是的 最好 百万大军
速速到来

不用怕
反正 到时候，一窝焦。
资源再一次 分配。

Alamak !
Traderview vs Tradeview
Me confuse liaow !

Me has the same feeling ... thx bro.

只想求 买 1.52可能吗？

Valar PUNT bro,
How far still can econbhd fly?

Eg与Quanta Storage 的 合作 
可以产生很多 火花。 

单是，western digital在马来西亚 的合约额， 已经可以x2倍次激发EG . 
Eg与western digital的缘分，实属细水长流。

Quanta Storage 的 specialist field :
SSDs 和 协成机戒 手臂。

其下 达明(Techman), 的高端协成 机械手笔
翻倍成长， 可是领先了其它同行。
实在 令人羡慕。

Sector King

Love to grab more at below 1.52

Next Blue Chip ?

Good Fundamental Growth play...

Willow not a bad laggard play
WACTH IT OUT !

Able to grab my attention now

BUY ON WEAKNESSsssss

Slow and patiently...
My attention to Krono asia never less.

All i want is GIVE IT TO ME at 0.205 plsss !

Once contract secured, EG forward pe. shud be at least x 11.5

EG management forecasted a total revenue of $15.0bil. in revenue by 2020.
I think its bit conservative.

Newly added production capacity that can lift another 80% extra productions, it is now more convincingly.

It never a comfort industry without western digital, now EG is at fittest position with its newly fully 4.0 automated facility.

I can feel its a Blessing match
That create lots of possibility with synergy.

51% from Quanta Storage, mean they are serious.
I believe $4.0mil, is just a start up.

云中隆 风之虎 

2018年 EG老板们 
大批买入价 
Ranging from 0.480-0.560
其它的 自己琢磨下 :)

(Western Digital to Shut Down HDD Manufacturing Facility, Increase Production of SSDs )

It is noteworthy that production of SSDs is relatively easy and cheap. Assembly of SSDs does not require state-of-the-art facilities, unlike production of NAND flash memory and assembly of HDDs. Meanwhile, by adding another SSD production plant in Malaysia, Western Digital will have three SSD assembly factories: one in Shanghai, China and two others in Penang, Malaysia. 

Western digital 2 facility in Penang, specialising its Assembly and Test, Manufacturing of Media and SSDs, and R&D; is the world biggest of facility with total production floor of 1075000ft2 .  

While, 1 facility in Shanghai,China which to be Nand flash memry research centre.



https://www.anandtech.com/show/13097/western-digital-to-shut-down-hdd-manufacturing-facility-increase-production-of-ssds