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14 comment(s). Last comment by cheated 3 weeks ago

calvintaneng

54,181 posts

Posted by calvintaneng > 1 month ago | Report Abuse

Notion 🔥

It only take a spark to start the fire going

And all around will warm up to its glowing

calvintaneng

54,181 posts

Posted by calvintaneng > 1 month ago | Report Abuse

DUFU: ITS WORST TIMES NOW OVER: CYCLICAL UPTREND AHEAD POWERING UP BY NEW Ai THRUST & MUSHROOMING DATA CENTRES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-18-story-h-161579220-DUFU_ITS_WORST_TIMES_NOW_OVER_CYCLICAL_UPTREND_AHEAD_POWERING_UP_BY_NEW

calvintaneng

54,181 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

Blog: JCY (5161) FANTASTIC TURNAROUND RESULTS CONFIRMED WHAT DUFU & NOTION REPORTED! HDD BULL RUN COMMENCING IN EARNEST, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-05-23-story-h-161463089-JCY_5161_FANTASTIC_TURNAROUND_RESULTS_CONFIRMED_WHAT_DUFU_NOTION_REPORT

calvintaneng

54,181 posts

Posted by calvintaneng > 3 weeks ago | Report Abuse

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!!

JCY

NOTION

DUFU

calvintaneng

54,181 posts

Posted by calvintaneng > 3 weeks 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

Goldberg

2,788 posts

Posted by Goldberg > 3 weeks ago | Report Abuse

Posted by Goldberg > May 25, 2024 8:07 PM | Report Abuse X

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.

OTB

11,151 posts

Posted by OTB > 3 weeks ago | Report Abuse

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.

Goldberg

2,788 posts

Posted by Goldberg > 3 weeks ago | Report Abuse

Hi Mr OTB, Im not an expert by any means and I'm not sure when HDDs will be obsolete. However I feel its days are numbered.

Here's an informative article with regard to HDDs.

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.

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.

https://interestingengineering.com/culture/hard-drive-storage-computing-history

Posted by StartOfTheBull > 3 weeks ago | Report Abuse

When will the demand for HDD start to decline upon full completion of data centers around the world, including Malaysia?
It seems SGX listed Broadway Ind and Innotek share price have stopped surging lately.

OTB

11,151 posts

Posted by OTB > 3 weeks ago | Report Abuse

Dear Goldberg,
Thank you for your information.
Good job done.

calvintaneng

54,181 posts

Posted by calvintaneng > 3 weeks 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.

cheated

943 posts

Posted by cheated > 3 weeks ago | Report Abuse

Dufu(most expensive among 3 stocks here) why latest QR show profit down?

cheated

943 posts

Posted by cheated > 3 weeks ago | Report Abuse

JCY also not cheap anymore after share climb.

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