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  swissvillage 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 20/03/2024 10:52 AM swissvillage 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. 20/03/2024 10:56 AM swissvillage 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.. 20/03/2024 6:13 PM swissvillage 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 21/03/2024 10:36 AM gooman 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 21/03/2024 7:13 PM gooman Micron's earnings were so good that shares in Western Digital, AMD and other chip stocks were on the rise as well Thursday. 21/03/2024 7:16 PM gooman 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 21/03/2024 7:17 PM tahansan 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 26/03/2024 9:33 PM sharkdododo No one pumping in this data center stock yet. Surprise. Better jump in before anyone realised! 27/03/2024 7:20 PM gooman Samsung’s profits surge over 900% in first three months of 2024 https://www.bolnews.com/technology/2024/04/samsungs-profits-surge-over-900-in-first-three-months-of-2024/ 06/04/2024 9:04 AM Souljaboiiii Memory semiconductor industry is a very tough industry. Oversupply will cause the memory semiconductors suppliers like Samsung, SK Hynix, Micron and etc to cut price in order to clear the inventories. They will start to layoff employees and reduce the output of the production in order to survive the downcycle. The good news is, once the inventory level in the industry is back to normal, the suppliers will start to increase the price of the products. Hence, their margin will slowly back to "normal". 07/04/2024 7:11 PM Souljaboiiii Actually this memory industry upcycle is predicted since Q3'23. Nothing is so special since everyone in the market already acknowledge the trend. For instance, you may refer to NAND/HDD suppliers like WDC, STX, and Micron share prices. The market is inefficient, and our job is to discover the inefficiencies and make money from them. 07/04/2024 7:17 PM witan Samsung results doesn't affect Dufu. But Seagate n Western Digital will affect Dufu earnings as they are mainly HDD manufacturers. Looking at Seagate n WD latest results are still on downtrend, maybe we next to see their next quarterly reports 08/04/2024 9:17 AM  James_Bond This is another gem not to miss in keeping with global AI driven big data storage wave! Cheers! 08/04/2024 4:48 PM Souljaboiiii https://www.trendforce.com/news/2024/04/09/news-western-digital-customer-letter-confirms-hdd-supply-shortage-nand-flash-and-hard-drive-prices-continue-to-rise/#:~:text=The%20demand%20for%20large%2Dcapacity,for%20both%20HDD%20and%20SSD. 10/04/2024 12:41 PM sharkdododo Lot of data storage stock fly. But dufu still consolidating. Big shark accumulating phase. Investors briefing mentioned order picking up in q2. 12/04/2024 8:08 AM BursaMaster121212 Just confirm with the management team The average selling price is go up and the order book double Net profit will be easily double also 12/04/2024 7:02 PM gooman 'FBM KLCI may exceed 1,700 points' https://www.nst.com.my/business/corporate/2024/03/1025462/%C2%A0fbm-klci-may-exceed-1700-points%C2%A0 13/04/2024 4:40 PM TerrenceLim My sister work in this hard disk company S She confirm saying the hard disk selling price has go up sky high Monday I will jump in to buy Last time I made good profit from DUFU in year 2021..also because of selling price go up and demand go up suddenly That time I sold at 3.80 13/04/2024 7:39 PM Yusofff https://seekingalpha.com/news/4088285-western-digital-plans-to-raise-flash-hard-drive-prices-amid-supply-shortage 13/04/2024 10:00 PM 3101575000 Bought 2/2022@2.93 2nd time 19/1/24@1.84 Hold till today still lost,hopefully can make profit soon 😊 14/04/2024 10:54 AM c328 Hamieh tours Beirut Airport: Lebanese airspace has reopened and work at the airport is gradually returning to normal. 15/04/2024 9:17 PM TerrenceLim The surge in selling price is crazy... Once people realise how fast the ASP goes up, it will limit up a few days 17/04/2024 7:19 AM old boy utus you mean seagate? If yes then not new ald they supply to seagate and wd for long time ald 19/04/2024 9:10 PM  | |
