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Just as the eagle loves the storm because he soars above it Calvin welcome market crashes. To be fearful when others are greedy and to be greedy when others are fearfully selling. See The Way of the Eagle in The Air at www.inspiretopray.com & www.eaglevisioninvest.com & www.johorinvestment.com
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1 month ago | Report Abuse
Can we use flash memory to replace hard drives completely in PCs and laptops?
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-26-story-h-160747919-Can_we_use_flash_memory_to_replace_hard_drives_completely_in_PCs_and_la
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1 month ago | Report Abuse
Can we use flash memory to replace hard drives completely in PCs and laptops?
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-26-story-h-160747919-Can_we_use_flash_memory_to_replace_hard_drives_completely_in_PCs_and_la
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1 month ago | Report Abuse
Can we use flash memory to replace hard drives completely in PCs and laptops?
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-26-story-h-160747919-Can_we_use_flash_memory_to_replace_hard_drives_completely_in_PCs_and_la
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1 month ago | Report Abuse
Can we use flash memory to replace hard drives completely in PCs and laptops?
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-26-story-h-160747919-Can_we_use_flash_memory_to_replace_hard_drives_completely_in_PCs_and_la
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1 month ago | Report Abuse
these ones
more maniFICIENT
HDD SUPERBULL
JCY
NOTION
DUFU
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
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1 month ago | Report Abuse
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.
seagate
SHARE PRICE UPTRENDING\
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1 month ago | Report Abuse
seagate
SHARE PRICE UPTRENDING\
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General
1 month ago | Report Abuse
seagate
SHARE PRICE UPTRENDING\
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1 month ago | Report Abuse
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.
seagate
SHARE PRICE UPTRENDING\
https://www.google.com/search?q=SEAGATE+PRICE+CHART&oq=SEAGATE+PRICE+CHART&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIICAEQABgWGB4yCAgCEAAYFhgeMg0IAxAAGIYDGIAEGIoFMgoIBBAAGIAEGKIEMgoIBRAAGIAEGKIEMgoIBhAAGIAEGKIEMgoIBxAAGIAEGKIEMgoICBAAGIAEGKIE0gEJMTA3NDhqMGo0qAIAsAIB&sourceid=chrome&ie=UTF-8
General
1 month ago | Report Abuse
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.
News & Blogs
1 month ago | Report Abuse
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.
News & Blogs
1 month ago | Report Abuse
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.
News & Blogs
1 month ago | Report Abuse
Jcy already stated
2nd half revenue will be better than 1st half
Stock
1 month ago | Report Abuse
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
News & Blogs
1 month ago | Report Abuse
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
News & Blogs
1 month ago | Report Abuse
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.
News & Blogs
1 month ago | Report Abuse
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
News & Blogs
1 month ago | Report Abuse
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
Stock
1 month 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 why is possible might not be cost effective and also not practical at all
Stock
1 month 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.
Stock
1 month ago | Report Abuse
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.
Stock
1 month ago | Report Abuse
Should be
2019 + 15
= 2034
One decade more Hdd will be in use
Stock
1 month ago | Report Abuse
No need to waste time reading irrelevant stuff
Seagate already stated
Hdd drive will be in use for 15 years from 2019 which means 2023 - 9 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
News & Blogs
1 month ago | Report Abuse
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
News & Blogs
1 month ago | Report Abuse
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
News & Blogs
1 month ago | Report Abuse
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
News & Blogs
1 month ago | Report Abuse
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
News & Blogs
1 month ago | Report Abuse
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
News & Blogs
1 month ago | Report Abuse
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
News & Blogs
1 month ago | Report Abuse
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
News & Blogs
1 month 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
Stock
1 month 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
Stock
1 month 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
Stock
1 month 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
Stock
1 month ago | Report Abuse
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
Stock
1 month ago | Report Abuse
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
Stock
1 month ago | Report Abuse
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
Stock
1 month ago | Report Abuse
Do see again www.inspiretopray.com
these books and many other books are slowly transferred to DC (Data Center) by Amazon.com through their Kindle online books
all go into the cloud and stored in DC
so book stores (physical ) like Borders book and others are closing everywhere
That is one reason DC (Data Center) will keep on growing
Stock
1 month ago | Report Abuse
How come there is a sudden surge of demand
For 2 years (China 3 years ) the world was in a lock in due to corona Virus
Every one was confined into homes and not allowed to go out
As such people communicated by the Phone and internet
Many ordered food through grab or panda
and order goods by ecommerce
This move into Cyber space created great need for bandwidth
in Klse there was frenzied trading due to glove Superbull.
Even Bursa website crashed due to the huge volumes of trading
This same scenarios happen not only in Malaysia but world wide
and in USA progress in Ai and Tech also created huge demand for Storage which is not enough since everything stopped during the pandemic
Even Jcy got to close it's China operations due to prolonged lockdown
now Big Ai companies have grown by leaps and bounds so requirement of Data Center for Storage jumped
my internet subscription was free in year 2009 www.inspiretopray.com when I first started. Free domain kindly hosted my website
now no more
they wanted to charge me Usd700 (almost Rm3000) 😱
I managed to find one cheaper at Usd200 (over Rm900) 😀
and I do it for free
due to fear of price increase plus not enough storage for crucial data many are now rushing to set up New Data Center
very good for Seagate and Western Digital
thus Jcy, Notion and Dufu will see a bull run from now
Stock
1 month ago | Report Abuse
Jerung
Last two years business was bad due to Lock down by Covid 19. Plus also Seagate and Western Digital still got enough old stocks of HDD
now that Data Centers set up finally resumed in earnest all the old stocks already used up and they need new orders from Jcy
Last time when Glove was in Superbull I called up Esceramic (nicknamed ice cream) and they said all glove hand mold all sold and only some old stocks left
So will be the same for Jcy had other HDD part makers
This is a sudden upturn of demand
Stock
1 month ago | Report Abuse
for now we see Notion runs first and Jcy fast catching up
Stock
1 month ago | Report Abuse
Since Dufu is high beta stock if all Data Center set up demand converge then it will be Dufu
Stock
1 month ago | Report Abuse
BASICALLY
LOTS & LOTS OF COMPUTERS CONTAINING "HDD" IN DATA CENTER!
0 seconds ago
Stock
1 month ago | Report Abuse
BASICALLY
LOTS & LOTS OF COMPUTERS CONTAINING "HDD" IN DATA CENTER!
0 seconds ago
Stock
1 month ago | Report Abuse
BASICALLY
LOTS & LOTS OF COMPUTERS CONTAINING "HDD" IN DATA CENTER!
News & Blogs
1 month ago | Report Abuse
EXACTLY!
BOTH USA & CHINA ARE HERE TO SET UP DATA CENTERS
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!!
16 minutes ago
calvintaneng
THE MAIN FUNCTION OF WORKERS IN DC
MAKE SURE HDD (HARD DISK DRIVES) ARE IN TIP TOP CONDITION
Stock
1 month ago | Report Abuse
THE MAIN FUNCTION OF WORKERS IN DC
MAKE SURE HDD (HARD DISK DRIVES) ARE IN TIP TOP CONDITION
MUST BE GUARDED 24 HOURS A DAY & 7 DAYS A WEEK ALL FOR HDD(90%) AND SSD(10%)
Stock
1 month ago | Report Abuse
THE MAIN FUNCTION OF WORKERS IN DC
MAKE SURE HDD (HARD DISK DRIVES) ARE IN TIP TOP CONDITION
MUST BE GUARDED 24 HOURS A DAY & 7 DAYS A WEEK ALL FOR HDD(90%) AND SSD(10%)
Stock
1 month ago | Report Abuse
THE MAIN FUNCTION OF WORKERS IN DC
MAKE SURE HDD (HARD DISK DRIVES) ARE IN TIP TOP CONDITION
Stock: [JCY]: JCY INTERNATIONAL BERHAD
1 month ago | Report Abuse
DATA CENTER IN FULL SWING : CATALYST FOR HDD DRIVE BULL RUN. SEE TOP 30 HOLDERS OF NOTION, JCY & DUFU, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-26-story-h-160747981-DATA_CENTER_IN_FULL_SWING_CATALYST_FOR_HDD_DRIVE_BULL_RUN_SEE_TOP_30_HO