Posted by danny123 > 2024-05-26 14:23 | Report Abuse

The global Hdd market size is estimated at Usd19.93 billion in 2024, and is expected to DECLINED to Usd 15.53 billion by 2029.
Go google seach if u dont believe.

Posted by investorbat > 2024-05-26 14:28 | Report Abuse

Who the hell said mr Tan or Madam Tho is insider?

Posted by pang72 > 2024-05-26 14:31 | Report Abuse

If not insider then what is the best name to address?

Posted by pang72 > 2024-05-26 14:32 | Report Abuse

Buaya?
Investor?
Speculator?
Scammer?
Billion dollars richman?

Posted by pang72 > 2024-05-26 14:33 | Report Abuse

My search is global hdd is increasing via time..
If you don't believe, please Google yourself to search

Posted by calvintaneng > 2024-05-26 14:34 | Report Abuse

The market is forward looking

Assumptions can change with the sudden change in Life

Example People thought Since got iphone, ipad and many using Ssd in laptop and PC the sales of Hdd will gradually decline

But never in their wildest dream suddenly comes DATA CENTER which need storage from Hdd

And one good news after another

Dell boss said Ai will increase Storage need by 100x or 10,000% in next 10 years

So Hdd drive sales see a Sudden Jump!!

That will change the fortunes of Hdd players

Posted by calvintaneng > 2024-05-26 14:39 | Report Abuse

The creation of Sophia in Hong Kong is a SuperComputer coming alive

A trillion words of knowledge is stored in DC for her to extract at the speed of light (by fiber optic) to her brain

That is a lot of Storage needed by her

Sophia is only a foretaste of A Super Ai at work

Posted by calvintaneng > 2024-05-26 14:40 | Report Abuse

Ai = Artificial Intelligence

Posted by investorbat > 2024-05-26 14:40 | Report Abuse

substantial holder

Posted by bryan2003 > 2024-05-26 15:25 | Report Abuse

If notion can run that fast and that high, there is no reason JCY cant due to the fact that JCY's hard disc concentration and total revenue from hard disc is much higher than Notion. As mentioned in the QR, the utilization rate is still below 50% and let's assume it goes to 80% coming quarters, i suppose it can run as fast as Notion.

Posted by BLee > 2024-05-26 15:29 | Report Abuse

“pang72 > My search is global hdd is increasing via time..
If you don't believe, please Google yourself to search”

This question has been asked on Meta AI (oversea version), which I think has a more balanced answer.
Global HDD is increasing or decreasing via time?
The answer: “The total amount of global hard disk drive (HDD) storage capacity has been increasing over time, but the demand for HDDs has been decreasing in recent years due to the growing popularity of solid-state drives (SSDs) and cloud storage.

According to a report by Statista, the global HDD capacity shipped per quarter increased from 142 exabytes in the first quarter of 2010 to 342 exabytes in the fourth quarter of 2020. However, the demand for HDDs has been declining since 2020, with a forecasted decrease in shipments from 2022 to 2027.

This trend is driven by the growing adoption of SSDs, which offer faster performance, lower power consumption, and higher reliability. Additionally, the increasing use of cloud storage and streaming services has reduced the need for local storage, contributing to the decline in HDD demand.”

The gist of the answer is “capacity per HDD increases, but quantity reduces”.

Furthermore, I have asked an overseas practicing IT Technical Sales Engineer, he opined there are advantages and disadvantages that we cannot ignore. We can Google/AI search on this topic; will it be a balanced view? The practicality is more important i.e. for fixed usage (Desktop and Data Center) preferred HHD, the hybrid version due to 5G speed and SSD/NVMe for mobile usage due to drop proof. Cost for both items is getting closer; so technicality/advancement still wins. He thinks the old version of the HDD will be dumped at the ‘Dumber Data Center!!’ I think it makes sense…Happy Trading and TradeAtYourOwnRisk

Posted by calvintaneng > 2024-05-26 15:30 | Report Abuse

Yes correct assumption

If 50% usage can generate so good profit already

With scaled up production plus increasing prices the profit will multiply

Like 9+9
= 18

Later will be 9x9
= 81

It will see much high profits

Posted by calvintaneng > 2024-05-26 15:36 | Report Abuse

The equation of Storage changed by Ai

According to Dell boss

Ai (artificial intelligence) will amplify use of Hdd by 100X or 10,000% in 10 years

Storage is the word and not speed

And of course at the bottom line is cost

The highest amount of storage with the lowest cost goes to Hdd ( hard disk drive)

Listen to the Leader Seagate

Seagate said in Data Center

90% is Hdd
10% is Ssd

And Seagate is a major buyer of Hdd parts from Jcy, Notion and Dufu

Posted by danny123 > 2024-05-26 15:54 | Report Abuse

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

Posted by calvintaneng > 2024-05-26 16:15 | Report Abuse

better check where you get your link and info

above was posted from India

latest from USA

Dell boss said

AI (ARTIFICIAL INTELLIGENCE) WILL AMPLIFY HDD NEEDS BY 100X OR 10,000%

THIS SUDDEN SURGE OF AI AND DC ONLY JUST STARTED AND MANY STILL UNAWARE

Posted by pang72 > 2024-05-26 16:18 | Report Abuse

So, good job.. Hdd decline but notion, jcy, DUFU hdd shipment increase...
So, conclusion notion, DUFU and JCY started profit from now... even hdd usage decline..

Posted by investorbat > 2024-05-26 16:50 | Report Abuse

Pang,why need few more days to reveals Tan is holding 39mil shares or not?You dont know what is direct and indirect interest?

Posted by danny123 > 2024-05-26 16:52 | Report Abuse

d link is already shown there, have address and contact no, you can call them la to correcr ur write up, For those who want to trade this counter at this price, pls be careful when d share hit limit down dunt have chance to sell.
I have seen many ppl buy high when hit limit down cannot sell & lose money.

Ask yourselves, when d price at 0.40, why they never recommend you to buy?

LIMIT DOWN NO CHANCE TO RUN

Posted by investorbat > 2024-05-26 16:58 | Report Abuse

HDD market will decline to USD 15.53 billion in 2029,USD 15.53 is close to MYR 73 billion. WD is holding 37% market shares,73 x 37%=MYR 27billion revenue for HDD.Since Notion is one of WD supplier,5% revenue will be MYR 1.35billion!Not incuding EMS!

Posted by investorbat > 2024-05-26 17:11 | Report Abuse

I guess no major correction until 1.60,HDD's revenue is not gaining much,EMS gaining a lot. Management did a very good job in cost cutting,said 2H is much better than 1H,EMS is going to do very well in coming "few years",now dealing with few clients,maybe more contracts will be awarded

Posted by investorbat > 2024-05-26 17:13 | Report Abuse

Mr Tan is a retired army major,check his profile,he knows how to make huge profits.I guess he will buy more

Posted by investorbat > 2024-05-26 17:34 | Report Abuse

No offence,among DUFU,JCY and NOTION i like NOTION most.JCY pat is very low even though HDD revenue is rising,147mil revenue,pat 5.3mil, excluding forex gain of 3mil real pat is 2.3 mil,less than 2% of revenue.DUFU even worst,HDD revenue dropped ,i dont know why,suppose should be doing great during this up cycle.Maybe losing market share to JCY or NOTION,the ovehead cost also rising caused the pat to drop.

Posted by calvintaneng > 2024-05-26 18:13 | Report Abuse

In a bull run like Glove actually Supermax ran first but later Top glove catched up

So we see Notion up first but don't rule out the speed of Dufu later when it awakens

Posted by danny123 > 2024-05-26 18:34 | Report Abuse

1Q 2022
revenue 83.35 mil , loss 3.65 mil

2Q, 2023
Revenue 84.69 mil , loss 7.76 mil

3Q 2023
Revenue 83.19 mil , profit 1.82 mi

4Q 2023
Revenue 99.88 mil , loss 36 mil

1Q 2023
Revenue 93.8 mil, profit 8.02 mil

2Q 2024
Revenue 111.5 mil , profit 14 mil

4Q 2023 losses 36 millions
2Q 2024 profit 14 millions
WHAT IS D BIG DEAL.

Can it ve accounting manipulation?

Posted by danny123 > 2024-05-26 18:37 | Report Abuse

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

Posted by investorbat > 2024-05-26 18:38 | Report Abuse

If u want to make more money, either u got more revenue or more net profit margin,for Top glove, it is revenue.DUFU's Q revenue never passed 100mil for the pass 10 years(dont know why being listed for 10 years also cannot improve).Secondly the net profit margin,dropped from 20+% in 2018 yearly to the latest 7+%. You still did notice the problem?If your salary is 3k now ,after 10 years still 3k,can u compete with other?

Posted by danny123 > 2024-05-26 18:41 | Report Abuse

https://www.reddit.com/r/DataHoarder/comments/hbvxex/at_least_223_companies_have_manufactured_hard/?rdt=62972

Posted by danny123 > 2024-05-26 18:43 | Report Abuse

hard disk drives is very competitive, around d world many companies are manufacturing it, for those who want to know more, pls read the above link.

Posted by investorbat > 2024-05-26 18:43 | Report Abuse

The Group registered a higher revenue of RM99.9 million as compared to Q3FY2023 of RM83.2 million. The increased of RM16.7 million in
revenue was contributed by the increased demand in automotive and EMS segments.
The Loss before Tax (“LBT”) for current quarter is RM38.0 million (Q3FY2023: Profit before Tax of RM2.7 million), the loss in current
quarter was impacted by impairment of plant and machineries of RM30.7 million and inventory written off of RM8.5 million. If not for the
major one-off impairment above, the Group would declare a profit before tax of RM1.2 million.
Notwithstanding the above, the Group wishes to highlight that operating cashflow for the quarter was positive at RM20.4 million and
borrowings have dropped from RM38.6 million in the previous quarter to RM33.3 million in the current quarter as the Group honours its
financial commitment.

Posted by danny123 > 2024-05-26 18:44 | Report Abuse

Price is very competitive, many companys manufacturing Hdd went bankruptcy.Please read d above.

Posted by danny123 > 2024-05-26 18:59 | Report Abuse

when counter volume increase, sindiket will start to sell, then they will write a good article and attract retailer go & buy and you all will get stucked. If d counter go limit down then is very hard to sell ur share. Take profit & go for holiday.

ASK YOUR SELF WHY THEY DIDNT RECOMMENT YOU TO BUY AT 0.4.

I AS MY FRIENDS TO BUY AT BELOW 0.40 BECAUSE
4Q RESULT LOSSES 36 MILLIONS.
LOOK LIKE ACCOUNTING?

NOW MAKE PROFIT, 14 MIL AND WRITE A GOOD ARTICLE AND ASK
U GO AND BUY?
CAN NOT RUN IF LIMIT DOWN

Posted by pharker > 2024-05-26 19:09 | Report Abuse

Go lowyat and buy a new laptop or desktop, and ask HDD or SSD as a storage choice, see what the sales technician recommends?

HDD is going to be a sunset product from now, just like the typewriter

Posted by pharker > 2024-05-26 19:11 | Report Abuse

check link below

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

Posted by pharker > 2024-05-26 19:12 | Report Abuse

check link below

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

Posted by Goldberg > 2024-05-26 19:39 | Report Abuse

Solid State Drive -SSD 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

Posted by calvintaneng > 2024-05-26 19:51 | Report Abuse

Goldberg supports SSD?

Jcy is maker of SSD

Clap!
Clap!!
Clap!!!

You so clever 😊

Posted by Goldberg > 2024-05-26 20:22 | Report Abuse

Bro, Notion produces HDD components and other precision components. Pls check ya .
By the way Notion is much better that JCY.

Thanks.

Shalom.

Posted by calvintaneng > 2024-05-26 20:36 | Report Abuse

Correct
About just over 30% of Notion is Hdd for spacers and others

Notion boss interview with Edgedaily painted a very sanguine scenario which tells us that demand for Hdd next 5 years will accelerate up due to Ai

That is an indication of a protracted and prolonged bull run for Hdd and Ssd

Posted by pang72 > 2024-05-26 20:47 | Report Abuse

Goldberg

Bro, Notion produces HDD components and other precision components. Pls check ya .
By the way Notion is much better that JCY.

Thanks.

Shalom.

22 minutes ago

YES!!

Posted by pang72 > 2024-05-26 20:48 | Report Abuse

Calvin, any link for Notion boss interview by the edge?

Posted by pang72 > 2024-05-26 20:58 | Report Abuse

Tmr, expected gap up due to nasdaq big green... Seagate and WD green green..

Notion will be green...

But, I hopey face don't turns green..

Posted by calvintaneng > 2024-05-26 21:11 | Report Abuse

Pang 72

In latest hard copy of edgedaily

Rm7 a copy

Posted by pang72 > 2024-05-26 21:14 | Report Abuse

OK!!

Posted by pang72 > 2024-05-26 21:18 | Report Abuse

calvintaneng

Correct
About just over 30% of Notion is Hdd for spacers and others

Notion boss interview with Edgedaily painted a very sanguine scenario which tells us that demand for Hdd next 5 years will accelerate up due to Ai

That is an indication of a protracted and prolonged bull run for Hdd and Ssd

37 minutes ago

I BELIEVE THE BOSS IS INSIDER.
HE KNOW HIS BUSINESS WELL.
HE KNOW HIS ORDER BOOK WELL
HE KNOW HIS FUTURE PLAN WELL..
I DONT BELIEVE THOSE ARTICLES PAINT HDD DEMAND DECLINING.
ABOVE IS MY STAND WITH NOTION BOSSES....

Posted by hsong > 2024-05-26 21:19 | Report Abuse

Malaysia and US Equity Markets: Make Hay While The Sun Shines

📆 Saturday, 25 May 2024
⏰ 9:30am-11.30am
🌐 Register at https://bit.ly/StockpickMay2024TG
__

Session 1 • What's Ahead for US Equity Markets
Presented by Daniel Ang, CME Educator, CME Group

This webinar explores the potential impact of inflation on the Federal Reserve's monetary policy, specifically the possibility of delaying anticipated rate cuts. Join this free webinar and gain the confidence to navigate these dynamic market conditions!

Session 2 • Make Hay While The Sun Shines
Presented by Desmond Chong, Head of Research, UOB Kay Hian Malaysia

While there could still be legs for the market euphoria, the newfound optimism could be tempered by potential value traps. Join us for the insight of a top-down foreign and local market analysis, where we will focus on risk-reward ratios, imminent rerating/derating catalysts and bottom-up stock picking.

__

#UOBKayHianEvents #UOBKayHianMalaysia . anyone got the 25th may presentation by desmond. Pls share

Posted by pang72 > 2024-05-26 21:20 | Report Abuse

You believe the boss, notion is your choice..
You believe the article from Google search by AI (so called?)
Notion is not your choices. Skip for other better stock

Posted by pang72 > 2024-05-26 21:21 | Report Abuse

In fact, no right or wrong.
Just your belief and preference.
Invest wisely

Posted by calvintaneng > 2024-05-27 00:48 | Report Abuse

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

Posted by paktua73 > 2024-05-27 08:18 |

Post removed.Why?

Posted by paktua73 > 2024-05-27 09:01 |

Post removed.Why?