The Board of Directors of the Company wishes to update that Theta Edge had appointed KEC INTL and KEC Malaysia as the principal / technical partner for TNB Vendor Pre-Qualification Assessment for Contractor for the Grid Project for "Pre-Q Substation, Pre-Q Overhead Lines & Pre-Q Underground Cables" for Tenaga Nasional Berhad.
The Pre-Q assessment was submitted in April 2024, and the 1st Technical Clarification was submitted in May 2024.
The Company will make the appropriate announcement if there is any material development.
I am not familiar with HDD and SSD production and its components. Would you help to explain whether the highest capacity NAND flash memory new die would increases or decreases the number (units) of SSD production? Thank you.
calvintaneng
54,052 posts
Posted by calvintaneng > 19 hours ago | Report Abuse
I have not decided to buy back JCY again. I thought you can answer my question because you mentioned the below link is great news for JCY. Anyway, it is OK. Thank you.
calvintaneng
54,052 posts
Posted by calvintaneng > 19 hours ago | Report Abuse
Thank you Already know Jcy said they shipped extra HDD/SSD by 3%
but profit is up due to higher quality and higher value by extra 22% As Western Digital go upscale it will definitely benefit Jcy more as it is also into SSD manufacturing
The NAND flash chips used in today’s SSDs usually contain several dies in one package. For example, our current favorite budget SSD, the 2TB WD Blue SN580, has one chip package containing 16 1Tb (128GB) dies. Bump that die capacity up to 2Tb, and the same structure would give you 4TB in a single chip.
********* Is this also mean that WD is able to make one (1) piece of SSD in the future with the same capacity for two (2) pieces of SSD at present?
"smaller but with higher technology they will be able to miniaturize and pack even more capacity"
******** Exactly, so higher capacity is applied to the more advance memory chip for smaller SSD in size, so it would not increase the number of SSD to be produced.
Western Digital. The company, often known as WD, unveiled an industry first at a recent investor’s conference, showing off a high-capacity memory die that’s dwarfed by a human fingertip.
This is a new technology
Will need substantial new investment of many millions RM
Existing SSD HDD machinery will be rendered obsolete
There is a time factor for change Hdd first started by Ibm in year 1956 or 68 years ago to see change
You will be most probably be over 100 years old before Hdd/Ssd is phased out
I think better put off your unnecessary as even now Seagate and Western Digital don't have enough Hdd/Ssd parts and already raised prices by 20% and will increase more and more So don't just talk and let the superbull run away
Theta Edge partners India’s KEC International to bid for TNB grid projects
heedgemalaysia.com
KUALA LUMPUR : Theta Edge Bhd said it has teamed up with India-based power transmission giant KEC International Ltd in bidding for Tenaga Nasional Bhd’s (TNB) future grid projects. The information technology services provider said it inked a Memorandum of Understanding (MOU) with KEC International and its Malaysian unit KEC International (M) Sdn Bhd (KEC Malaysia) to submit a contractor prequalification assessment related to grid infrastructure work via a joint venture partnership.
Under the MOU, the parties intend to submit their application for prequalification and appoint either KEC International or KEC Malaysia as the subcontractor to Theta Edge for providing supply and installation solutions for power transmission infrastructure.
No strong ones that i know of Average to below average are Jt group and Mn holding Both with less cash and less assets than Hexcap have been chased up too high Only Hexcap is the laggard with more value
RM 90 billion capex is a huge, say 20% awarded to Transgrid = 90 billion x 20% = RM 18 billion in 6 years Hexcap owned 49% of the Transgrid = RM 18 billion x 49% = RM 8.82 billion Assumpt the profit margin is 18% = RM 8.82 billion x 18% = RM 1.59 billion profit before tax RM 1.59b divided by 6 years = RM 265 million profit annually
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
56,437 posts
Posted by calvintaneng > 2024-06-17 07:42 | Report Abuse
CATALYST FOR JCY, NOTION & DUFU
AI (AIRTIFICIAL INTELLIGENCE) & DATA CENTER DEMAND
WILL NEED ANOTHER 100X (TIMES) OR 10,000% INCREASE OF HDD ACCORDING TO DELL CEO