The daily trading trend of Dufu Technology (DUFU, 7233, main board industrial stock) closed at RM2.65 at the closing time on June 12, up 25.0 sen or 10.42% on a daily basis. Its share price may continue to rise to the resistance level of RM2.90-3.00 after being sideways in the short term due to the Artificial Intelligence (AI) and Data Centres (DC) development causing high demand for Hard Disk Drive (HDD) and Solid State Drive (SSD) which are now “demand higher than supply” causing their prices to rise. Hence, the coming quarterly results should be good.
Trend dagangan harian Dufu Technology (DUFU, 7233, saham industri papan utama) ditutup pada harga RM2.65 pada 12 Jun, naik 25.0 sen atau 10.42% bagi dagangan harian. Harga sahamnya mungkin terus meningkat ke paras rintangan RM2.90-3.00 selepas menyepi dalam jangka pendek berikutan pembangunan Kecerdasan Buatan (AI) dan Pusat Data (DC) menyebabkan permintaan tinggi untuk Pemacu Cakera Keras (HDD) dan Solid State Drive (SSD) yang kini "permintaan adalah lebih tinggi daripada bekalan" menyebabkan harga mereka akan meningkat. Maka, bagi laporan suku-suku tahun yang akan datang dijangka akan menjadi baik.
but it shows that high-capacity flash memory chips are already in development, and it’s likely to be only a matter of time before we start seeing larger-capacity drives for desktop PCs as well.
@orlando...While ssd are faster than hdd, it's not practical to use it on an infinite scale basis on servers and data warehousing due to cost issues.
The reason why hdd is practical isn't just because of costing but also at the same time, there is progress in the software sector than hardware... Hdd was not feasible due to slowness has now been addressed by Kafka... Kafka is great on efficiency from its appending writing which massively helps in reading and writing efficiency.
Ssd would be great only if for holding os and static related data like programs etc.. For companies to have more predictable costing of data storage.
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
I'm just summarize & share to i3 investor. Another industry storage expert, banker, analyst reported AI-power storage market has potential of CAGR 26.5% growth from 2023 till 2033, that another 10x fold increase vs now. Good to share it as I like to research to understand how big does if AI cloud & infrastructure growth market can power on storage memory sector alone only. Hope it come helpful to share with.
There is huge for AI-power to storage memory market grow. Those who buy or sell is rather depend on your risk appetite, short term reward or big gain return vs risk. No right or wrong.
The Global AI-Powered Storage Market size is expected to be worth around USD 282.9 Billion by 2033, from USD 27.0 Billion in 2023, growing at a CAGR of 26.5% during the forecast period from 2024 to 2033, an increase of 10x folds.
The first 9 data centers in Johor completed, 6 to go. That's mean by next Qtr start to bring up new AI infrastructure, servers, HDDs, SDDs storage memory to data centers. Will see significant business growth sector across all related AI data center industries sector, huge revenue & earnings are coming starting July now. Future is bright for next 6mths down the road, way earlier than expected initial target Oct-Dec plan.
both jcy and notion already breaking historical price level, its time for Dufu to catch up to return to normalize level above RM 4 and all time high above RM 7
Notion share price have surpass historical level, but DUFU share price is still laggard behind due to lag in turnaround in previous Q result. But, DUFU managment massages clear, the bottom have already over, its due time for U turn in next Q result and momentum is expect gaining strong due to sudden hike in A1 power data deriven and mushrooming Data center awaiting HDD installation forward.
Dear Mr Clavintaneng, I have one very critical question: "JCY only exported HDD and SSD "COMPONENTS" to Seagate and Western Digital. They are the one that will assemble the components to form a complete unit of HHD and SSD. Malaysia data centers have to import the HDD and SSD from Seagate and Western Digital".
Can you kindly please comment on this concerned and critical question.
In fact Notion and DUFU also export HDD components only.
Message from DUFU management, 70% business from HDD (JCY 91% business) - We believe that global semiconductor sales are picking up and, coupled with a resurgence in the memory sector, suggesting the potential onset of a new growth cycle, especially among local manufacturers who typically lag behind global semiconductor players.
This positive momentum is supported by the conclusion of inventory adjustments and heightened demand in electronics and AI-related applications
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....
Eagle77
6,881 posts
Posted by Eagle77 > 2024-06-12 08:50 | Report Abuse
Even Notion also expensive so buy JCY 😎✅👍