Posted by TerrenceLim > 2024-04-17 07:19 | Report Abuse

The surge in selling price is crazy... Once people realise how fast the ASP goes up, it will limit up a few days

Posted by James_Bond > 2024-04-19 10:23 | Report Abuse

Israel attacking Iran! Run for your life!

Posted by EngineeringProfit > 2024-04-19 10:41 | Report Abuse

Getting yummy to start collecting bit by bit

Posted by utusminum > 2024-04-19 14:19 | Report Abuse

get a new client like PIE also...

Start with S

Posted by EngineeringProfit > 2024-04-19 14:50 | Report Abuse

Huat ar

Posted by old boy > 2024-04-19 21:10 | Report Abuse

utus you mean seagate? If yes then not new ald they supply to seagate and wd for long time ald

Posted by Souljaboiiii > 2024-04-20 19:54 | Report Abuse

Hopefully dufu can secure AI server contracts like PIE did. Although it's not that possible...

Posted by s3phiroth > 2024-04-20 21:24 | Report Abuse

ai server contract? how? by doing what? put a spacer inside a server?

Posted by newbie8080 > 2024-04-21 09:20 | Report Abuse

According to company website, Dufu specializes in manufacturing precision machining parts and components primarily in HDD-hard disk drive component.
Thus, graphic cards are not related to it's biz.

However, more data centres built in the country would require more components for HDD.
This will have limited effects on Dufu revenue and earnings coming from a low base since 2022-2023.
At best, recoveries back to 2020-2021 revenues and earnings, then it should normalise back as there's only less than 10 data centres to be built from 2023-2030 as published in the news.

Posted by Souljaboiiii > 2024-04-21 09:48 | Report Abuse

Lol, that's why I said hopefully although not really possible. They have metal stamping division as well, and they serve more than one industry other than semiconductor.
Yes, newbie8080, you're right. HDD TCO is lower than SSD in the data centre, that's why almost all the hyperscaler are still using high capacity nearline HDD as their primary memory storage device.

Posted by Souljaboiiii > 2024-04-21 09:49 | Report Abuse

But it really depends on which part of the componeny a company is making for HDD business, the capacity is trending higher and higher thus the amount of HDD required is going down.

Posted by s3phiroth > 2024-04-22 19:06 | Report Abuse

they are making hdd spacers. The purpose of spacer is to separate the disk plates inside hdd from touching each others.

Posted by s3phiroth > 2024-04-22 19:10 | Report Abuse

nowaday high capacity hdd can use up to 12 plates hence more spacers are needed. That is why dufu can still make good money while other hdd players like notion jcy suffer from the rise of ssd.

Posted by Souljaboiiii > 2024-04-23 20:31 | Report Abuse

https://www.trendforce.com/news/2024/04/22/news-ai-boosts-demand-for-high-capacity-hdds-as-seagate-expected-to-follow-with-price-increases/

Tonight seagate earnings call. I expect a very bullish recovery in the next quarter.

Posted by tahansan > 2024-04-23 21:44 | Report Abuse

感谢分享 @Souljaboiiii..

Posted by Tanleechoo > 2024-04-24 13:00 | Report Abuse

@Souljaboiii Tqsm n how u look at the future of Dufu ? Are they competitive n relevant in Ai era ?

Posted by Souljaboiiii > 2024-04-24 22:12 | Report Abuse

Of course competitive in the AI era. HDD will still be the primary source for cold storage, and the content can be either texts or videos. Demand for high capacity HDD will soar once we start to use AI to generate contents. This is a multiple years of investment for me, and I have the same opinion as the CEO of Seagate, that this recovery is only the early stage, we are still far from the top.

Posted by Tanleechoo > 2024-04-25 11:51 | Report Abuse

@Souljaboiiii -tqsm
for sharing yr knowledge in this special field

Posted by James_Bond > 2024-04-29 20:38 | Report Abuse

The coming QR for Dufu will be bad! Watch out before you sailang in Dufu! Expecting share price adjustment with disappointing QR!

Posted by Iceman3388 > 2024-04-30 14:23 | Report Abuse

@James_Bond - How you know Dufu coming QR will disappointing to us? I still have huge qty inside there.

Posted by old boy > 2024-04-30 20:46 | Report Abuse

"Considering the ongoing customer inventory correction in the HDD business, we anticipate that
the Group’s financial performance in the coming first quarter of 2024 to be in line with the
previous quarter" -Prospect from Q4FY23, so dont put high expectation on coming quarter, but can expect better result onwards

Posted by Jenova > 2024-05-01 02:05 | Report Abuse

i thought most of the datacenter or like WD they are more focus on the SSD instead of HDD? I don't see if Dufu in SSD business

Posted by James_Bond > 2024-05-02 12:08 | Report Abuse

I m guessing coming QR will be bad, not as what we expected! Some syndicates take this as opportunity to make money from Dufu! Be careful!

Posted by James_Bond > 2024-05-02 12:09 | Report Abuse

HDD is outdated old tech! Dufu should not have such high valuation!

Posted by pampers > 2024-05-02 13:17 | Report Abuse

https://www.extremetech.com/computing/ssds-wont-replace-spinning-hard-drives-in-data-centers-any-time-soon-report

Posted by Iceman3388 > 2024-05-02 16:08 | Report Abuse

@ James Bond - How about JCY and Notion coming QR result ? Good?

Posted by autoven > 2024-05-02 16:28 | Report Abuse

James_Bond, how much you know bout HDD unless you are tech guy!

Posted by tahansan > 2024-05-06 10:30 | Report Abuse

來了..!

Posted by James_Bond > 2024-05-07 10:09 | Report Abuse

Dude, the coming financial quarter will know who is speaking the truth!

Posted by James_Bond > 2024-05-07 10:10 | Report Abuse

I predict that the coming quarter of Dufu wil not be as good as expected!

Posted by James_Bond > 2024-05-07 10:12 | Report Abuse

Still remember we bought 100G HDD at RM 600+ many years ago! Now, even you sell at RM 10 for 100G HDD, no one wil buy it! Dufu, is nothing but another Nokia company!

Posted by James_Bond > 2024-05-07 10:14 | Report Abuse

HDD is heading cheaper in terms of gigabytes per currency! Wake up dude!

Posted by James_Bond > 2024-05-07 10:18 | Report Abuse

SSD is the future and SSD price per gigabyte will go down as time passes. There is no reason why investors not going SSD when SSD is cheaper than HDD!

Posted by James_Bond > 2024-05-07 10:21 | Report Abuse

Dufu is going to be Nokia-ed if not developing any cutting edge technology!

Posted by James_Bond > 2024-05-07 15:15 | Report Abuse

Autoven, be a gentleman, let’s bet the coming Dufu QR. If significant improvement in Dufu QR profit, you win. Otherwise, you lose and stop pretending that you r tech savvy!

Posted by dchin472 > 2024-05-07 16:11 | Report Abuse

james bond u so free ah

Posted by Superich > 2024-05-07 17:04 | Report Abuse

James Bond is smarter than many fund managers and tech guys knowing the trend of HDD

Posted by James_Bond > 2024-05-07 18:48 | Report Abuse

Hello, now you only know me, gosh! I m full time trader, dude!

Posted by Souljaboiiii > 2024-05-07 19:34 | Report Abuse

https://blocksandfiles.com/2024/05/01/seagate-is-flash-killing-the-hard-drive-no/

Posted by Superich > 2024-05-07 19:54 | Report Abuse

Let's see what CEO of WD, the second largest SSD manufacturer said about HDD
https://blocksandfiles.com/2024/04/26/wd-killing-it-in-disk-drives/

Posted by TerrenceLim > 2024-05-08 07:18 | Report Abuse

Got another big new order from WD...

With very higher price somemore

Posted by James_Bond > 2024-05-08 08:20 | Report Abuse

Autoven/ TerrenceLim, be a gentleman, let’s bet the coming Dufu QR. If significant improvement in Dufu QR profit, you win. Otherwise, you lose and stop pretending that you r tech savvy and bullsh*ting here!

Posted by James_Bond > 2024-05-08 08:26 | Report Abuse

Warren Buffett is cashing out at the moment and keeping huge cash piles! Oh ya, Warren Buffett has no holding on any AI companies such as Nvdia, Microsoft, Google or Facebook etc too! Furthermore, Warren Buffet has been disposing Apple shares in a very large amount lately! How come? Think about it first before you inviting the newbies to flood in and chase high on Dufu!

Posted by James_Bond > 2024-05-08 08:29 | Report Abuse

If you follow me long enough, I always buy shares, 99% of the time, at the bottom with good safety margin! Of course, I m always 99% right on my trading decision!

Posted by EZMONEY13 > 2024-05-08 08:31 | Report Abuse

It will collapse soon

Posted by James_Bond > 2024-05-08 11:29 | Report Abuse

I dare you, Autoven/ TerrenceLim, be gentlemen, take the challenge on the coming Dufu QR. If significant improvement in Dufu QR profit, you win. Otherwise, you lose and stop pretending that you r tech savvy and bullsh*ting here!

Posted by Souljaboiiii > 2024-05-08 11:56 | Report Abuse

Dude, stop embarrassing yourself. Market knows the upcoming QR will not have any significant improve. It was mentioned in the previous QR report. Use your brain to read, tq.

Market is a forward looking machine. Don't use ur trader mindset to judge any stock, tq.

Posted by Vkpgkl > 2024-05-08 12:02 | Report Abuse

Fine I'm waiting here to collect cheap tickets that may plummet

Posted by James_Bond > 2024-05-08 14:34 | Report Abuse

Souljaboiiii, hello, stop embarrassing yourself here! I know you r losing money as the Dufu share crashing! Serve you right for chasing high on sunset company, Dufu! Told you not to do so, you don’t listen!

Posted by James_Bond > 2024-05-08 14:36 | Report Abuse

Perhaps the coming Dufu FQ might be a big impairment!