KLSE (MYR): DUFU (7233)
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Last Price
1.83
Today's Change
+0.01 (0.55%)
Day's Change
1.82 - 1.85
Trading Volume
1,880,100
Technical analysis is a means of examining and predicting price movements in the financial markets, by using historical price charts and market statistics.
Popular technical indicators such as moving averages, relative strength index, William R%, Money Flow Index, Percentage Price Oscillator, Moving Average Convergence-Divergence and Stochastic Oscillator are used to analyze the trend, momentum and strength of a stock.
Name
Value
Variance
SMA10
4.444
-0.344 | -8%
SMA10
4.444
-0.344 | -8%
SMA10
4.444
-0.344 | -8%
SMA10
4.444
-0.344 | -8%
SMA10
4.444
-0.344 | -8%
SMA10
4.444
-0.344 | -8%
SMA10
4.444
-0.344 | -8%
SMA10
4.444
-0.344 | -8%
SMA10
4.444
-0.344 | -8%
SMA10
4.444
-0.344 | -8%
Name
Value
Variance
EMA10
4.372
-0.272 | -6%
EMA10
4.372
-0.272 | -6%
EMA10
4.372
-0.272 | -6%
EMA10
4.372
-0.272 | -6%
EMA10
4.372
-0.272 | -6%
EMA10
4.372
-0.272 | -6%
EMA10
4.372
-0.272 | -6%
EMA10
4.372
-0.272 | -6%
EMA10
4.372
-0.272 | -6%
EMA10
4.372
-0.272 | -6%
Name
Value
RSI 9
6.604
RSI 9
6.604
RSI 9
6.604
Name
PPO
Signal
Variance
5,35,5
-12.07
-10.37
-1.70 | -16%
5,35,5
-12.07
-10.37
-1.70 | -16%
Name
Value
%R-9
-88.496%
%R-9
-88.496%
%R-9
-88.496%
Name
PPO
Signal
Variance
5,35,5
-12.07
-10.37
-1.70 | -16%
5,35,5
-12.07
-10.37
-1.70 | -16%
Name
Value
MFI-9
6.348
MFI-9
6.348
MFI-9
6.348
%K (Fast)
6.348
%K (Fast)
6.348
%K (Fast)
6.348
%K (Fast)
6.348
Name
Value
MFI-21
29.833
MFI-21
29.833
MFI-21
29.833
MFI-21
29.833
What happened after 1nm and they cannot go lower.. They will start stacking chips.. this is where advanced packaging is important for future. And TSMC definitely will build their own advanced packaging factories.
1 month ago
I would say the fabless players will look for more than one supplier...
NO ONE WILL WISH TO RELY 100% on TSMC.
They will place order with other OSAT players like ASE/AMKOR.
No doubt that TSMC will further expand their advance packaging capacities, but do they wish to take orders from chips that are 10nm and below? Keep in mind that the margin is so low, and saturated with China players in this region...
1 month ago
Dufu , kobay both PE only worth around 10 ! Higher is overvalue , sorry to say that is the truth !
1 month ago
Some suppliers went bust during this HDD recession. WDC and STX mentioned that this recession hurt their supply chain gao gao. Hence, I am very confident that WDC and STX will not terminate their contracts with Dufu. A good relationship with its customer is also a moat.
1 month ago
If the hyperscaler is asking for more HDD, WDC and STX also mentioned there is a supply issue due to unhealthy supply chain. Keep in mind that Toyota once shut down their factory due to insufficient disk space. This shows how important is a 'cheap but large capacity storage devices'.
1 month ago
All the local OSAT players are getting more orders from China. Customers are looking for a more resilient supply chain instead of focusing all their resources in China. This will benefit our local OSAT players, as well as equipment and precision metal players.
1 month ago
The semiconductor industry is definitely going to revive in this second half of this year. There is no turning back, we all are using more digital devices.
1 month ago
Notion HDD revenue rebounded from 16million last quarter to 23million this quarter...
1 month ago
HDD is now on the verge of entering a new phase of growth, thanks to breakthrough technology aimed at increasing its capacity.
This technology is the ultimate form of energy-assisted recording aimed at improving recording density, known as Heat-Assisted Magnetic Recording (HAMR).
Seagate Technology in the United States plans to start mass production of 3.5-inch HDDs for data centers using HAMR by the end of March 2024. The recording
capacity per disk (per platter) is 3TB, and they have developed a product with a capacity of 30TB, named Exos Mozaic 3+, by incorporating 10 disks.
1 month ago
Heat-Assisted Magnetic Recording (HAMR) is a groundbreaking technology designed to significantly increase the storage capacity of hard disk drives (HDDs). By using a laser to temporarily heat a small area of the disk, HAMR enables the magnetic recording of data on much smaller regions than was previously possible, leading to a dramatic increase in data density. This technology allows for the potential creation of HDDs with capacities far exceeding current limits, aiming towards drives with 20TB of storage and beyond, with projections reaching up to 100TB by around 2030. HAMR technology operates by focusing a laser's heat on the disk surface, which reduces the coercivity of the material, making it more susceptible to magnetic changes. Once the area cools down, the data is securely stored with high fidelity. Despite the advanced nature of this technology, it is designed to be compatible with existing HDD form factors, ensuring that it can be integrated into current systems without necessitating significant changes to hardware configurations. This compatibility extends to the anticipated running costs of HAMR drives, which are not expected to be significantly higher than those of traditional HDDs, as the laser used in HAMR requires only a small amount of power. The development of HAMR technology by companies like Seagate marks a significant milestone in data storage technology, aiming to meet the growing demand for higher capacity storage solutions in data centers and other applications where massive data storage is essential.
1 month ago
Seagate Will Release 30TB HAMR Hard Drives in Early 2024
https://www.guru3d.com/story/seagate-will-release-30tb-hamr-hard-drives-in-early-2024/
Despite the decreasing cost of SSD storage, HDDs are expected to remain the preferred option for mass storage in data centers for the foreseeable future due to their capacity advantages. Reflecting on the evolution of storage capacities, Seagate's progress is noteworthy, considering they reached a milestone of 16 terabytes only in 2018, and are now poised to double that capacity.
1 month ago
Last Friday sell off was to price in the poor performance of its peers. Dufu is quite unique in the supply chain, its metal stamping division takes semiconductor parts, automotive, life sciences and etc. But its main product is the spacer ring, which I anticipate the recovery has definitely started since January of this year.
1 month ago
Notion HDD segment does base plates, spacers, disk clamp... But dufu is spacer pure play company.
1 month ago
Dufu has ~40% spacer ring market share. Just take notion HDD segment as a reference, we can anticipate a somehow modest recovery...
1 month ago
Finally turnaround! 2024 quarter should be better. Even bad result trading at only pe of 35.
1 month ago
https://phys.org/news/2024-02-3d-nanoscale-optical-disk-memory.html
This should be the last nail on the coffin for dufu. Run run run!!! Don't be in denial. Technology obsolescence for dudu is inevitable.
3 weeks ago
https://investors.seagate.com/events/default.aspx
Let's join together and listen to STX's update on their core HDD business.
3 weeks ago
https://seekingalpha.com/article/4676136-western-digital-corporation-wdc-morgan-stanley-technology-media-and-telecom-conference
And then in the HDD business, of course, we saw the big hyperscale players in the U.S. coming back more robust conversations there. We saw good growth in China. We had over 100% sequential growth in China in the HDD business. So we came into the quarter with a lot of strength and a lot of momentum in the business. which brings us to the current quarter. I'll give a little bit of an update on what the environment looks like right now.
I think from when we guided, the business is stronger than that at this point. If we look at the guidance ranges, we provided, we expect to be near the high end of guidance of the range we provided. But each business is performing better from a profitability point of view. Couple of points of additional gross margin in each business. All the rest of the numbers are within guidance ranges. So we expect this quarter, we expect on an EPS basis to exceed the high end of our guidance range.
3 weeks ago
https://seekingalpha.com/article/4676136-western-digital-corporation-wdc-morgan-stanley-technology-media-and-telecom-conference
And then in the HDD business, of course, we saw the big hyperscale players in the U.S. coming back more robust conversations there. We saw good growth in China. We had over 100% sequential growth in China in the HDD business. So we came into the quarter with a lot of strength and a lot of momentum in the business. which brings us to the current quarter. I'll give a little bit of an update on what the environment looks like right now.
I think from when we guided, the business is stronger than that at this point. If we look at the guidance ranges, we provided, we expect to be near the high end of guidance of the range we provided. But each business is performing better from a profitability point of view. Couple of points of additional gross margin in each business. All the rest of the numbers are within guidance ranges. So we expect this quarter, we expect on an EPS basis to exceed the high end of our guidance range.
3 weeks ago
Question: Okay. And I'll come back to some of that, but maybe just on the quarter being better, similar on the hard drive side, where are you seeing that gross margin improvement? Is that all price? Or is there other cost element.
Answer: The hard drive business is driven by both better pricing and higher shipments. So we're still in an underutilized state. We expect to be -- still have some utilization this quarter, but we're seeing a little better volume. And of course, when you're -- we have underutilization, we're going to see a margin impact of that. But we're seeing better volume and better pricing in the drive business. And as I think if you roll both of these forward into Q4, we're going to see again, in Q4, we're going to -- our F Q4, which is our June quarter. Again, on the flash business, you're going to see bits flat so we'll see some modest pricing driven improvement there. And then we'll see some modest growth in exabytes and pricing in the drive business. So I would expect some modest sequential growth going into F Q4. Yes. But we're also -- I want to balance it with one thing, we're going to see more variable comp headwinds in outperformance of the business in Q4.
3 weeks ago
Joe Moore
Yes. Okay. That makes sense. And then you guide one quarter at a time, which I appreciate, but any sense on the durability of the good things that you're seeing beyond the current quarter?
David Goeckeler
Well, if I look at the drive business, we're getting -- we're coming back. We did a lot of work during the downturn where we just structurally remove capacity from the system. So I think the drive industry is an industry that has been going through this client to cloud transition for literally 15 years. And the client business, there's just a lot more unit capacity that in the system that is required in a nearline dominated business. So we've just removed that from the system, I think we've signaled that to our customers. We don't have as much capacity as we had in the past. And in return, they're giving us more visibility into what their ordering looks like throughout the rest of the year. So in the drive business, we came into the fiscal year believing we're going to see sequential growth throughout the fiscal year, certainly, in the first half of the year, first 3 quarters of the year, we're seeing that.
And last earnings call, we extended that to this calendar year. So we feel good about that business in a return to kind of reversion to the mean of the 20%, 20% to 25% through cycle exabyte growth we're getting back to that.
3 weeks ago
Joe Moore
Yes. Okay. I mean that idea that on the hard drive side, your focus isn't on supply growth. Like what if demand comes back? I mean, it seems like it could be a very good backdrop for drives in the sense of what's your ability to respond to a pickup in demand. And because it's such a complicated supply chain with so many parts, and it's been bad for so long, frankly, that I would think some of your subcomponent suppliers have limited flexibility as well.
David Goeckeler
Yes. Well, remember that in the drive business, even you're coming back to more exabytes, but units, it's still going down, right? So we've sized the business for what we think the number of units we need going forward that will keep the market balanced and that's where we want to stay because every quarter you go forward, the mix moves forward to higher capacity drives, you're adding exabytes through more capacity per unit. But I think the drive business has been persistently oversupplied for what, maybe 15 years, 20 years.
I mean everybody talks about the Thailand flood, it's like more, I mean it's like the only time where we had supplied more demand than supply in the drive business was when we had a flood in Thailand. And I was just there like 3 weeks ago, and they still have the thing on the wall that tells you how high the water went, but I don't think the drive industry should be any different than any other industry in the data center, right? You can't just show up in the quarter, you need something and you get it. And that's the way the business has been run for a very long time because of this persistent oversupply.
And I talked about earlier, we've now the downturn was a brutal downturn it had impact on quite frankly, a lot of people's families that work in those places that we are underemployed. And so we want to set the supply at a certain level. And then when we get visibility and conviction on sustained demand, not demand that just shows up for 1 quarter or 2 quarters or 3 quarters. I mean sustained demand for a long time, then we can start talking about if we put supply back in the system. But we're -- we're not at that point yet. We'll see how quickly we get there. I do think we're -- I do think in the next several quarters, we'll get back to supply-demand balance drive industry for maybe the first time in a long time.
3 weeks ago
WDC and STX are clearing their inventories, and it will take some time.
I believe if what WDC said the conference is true which the demand is actually recovering, then it is going to take 2-3 quarters until they start to order from their subcomponent suppliers.
3 weeks ago
share price always response 6 months ahead. If what WDC saying is truth, rebound of dufu share price is near the corner....
2 weeks ago
Dufu is game over. Run before it's too late. www.livescience.com/technology/electronics/new-petabit-scale-optical-disc-can-store-as-much-information-as-15000-dvds
2 weeks ago
Nvidia Expects to Win Outsized Chunk of Data Center Spending
New Blackwell chip-based products to come late this year
Nvidia warns of potential supply constraints as demand surges
https://www.bloomberg.com/news/articles/2024-03-19/nvidia-ceo-expects-to-win-outsized-chunk-of-data-center-spending
1 week ago
The #1 problem with all of the optical discs is time. You can put them in a UV blocking, static free envelope, place that envelope in a wooden box, put that in a cardboard box, and then leave it in a vault for 7 years. When you open it and place it in a drive, you are looking at a 35% readability.
1 week ago
Why is Malaysia becoming the "center of AI manufacturing"? The aim of NVIDIA CEO Jensen Huang
NVIDIA, having surpassed Google and Amazon in market capitalization, is part of the Magnificent 7, attracting global attention to its investment trends. A significant recent investment by the company is in Malaysia. In December 2023, NVIDIA CEO Jensen Huang visited Malaysia and pointed out the country's potential to become a manufacturing hub in the AI sector. He also reported plans to collaborate with the country's conglomerates on building supercomputers and developing large-scale language models. This article explores why Malaysia is gaining attention in the semiconductor and AI sectors.
Huang highly values Malaysia's potential
With NVIDIA surpassing Google and Amazon in market capitalization, interest in the company's development and investment trends has increased.
One of the recent highlights regarding NVIDIA is the expansion of its investment in Malaysia.
In December 2023, during his visit to Malaysia, NVIDIA CEO Jensen Huang stated the country has the potential to become a "manufacturing hub" in the AI sector. This statement suggested an expansion of investment in Malaysia, drawing significant media attention..
1 week ago
Bridge Data to build its largest data centre in Malaysia
https://www.nst.com.my/business/corporate/2024/02/1019313/bridge-data-build-its-largest-data-centre-malaysia
1 week ago
Micron’s Surprise AI Boost Lifts Western Digital, AMD, Seagate, Other Chip Stocks
https://www.barrons.com/articles/micron-stock-western-digital-amd-seagate-cf4087ef?mod=barronsgooglenews
1 week ago
Micron's earnings were so good that shares in Western Digital, AMD and other chip stocks were on the rise as well Thursday.
1 week ago
US memory chip maker Micron soars after AI growth boosts revenue forecast
https://www.scmp.com/tech/big-tech/article/3256203/us-memory-chip-maker-micron-soars-after-ai-growth-boosts-revenue-forecast
1 week ago
年報第二十四頁, "However, in light of the ongoing short-term market forecasts in the digital storage market, we anticipate that the revenue projection for HDDs in the first half of 2024 will gradually improve as compared to the second half of 2023."
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3433463
2 days ago
No one pumping in this data center stock yet. Surprise. Better jump in before anyone realised!
1 day ago
nicholas99
No one can replace ASML. But TSMC can replace advanced packaging factories. And they wanted to do that. Due to US ban on China Etc reason.
1 month ago