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  Souljaboiiii 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. 06/03/2024 6:38 PM Souljaboiiii 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. 06/03/2024 6:40 PM Souljaboiiii 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. 06/03/2024 6:47 PM alan26334 share price always response 6 months ahead. If what WDC saying is truth, rebound of dufu share price is near the corner.... 10/03/2024 7:25 PM howardmark 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 12/03/2024 1:53 PM 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  | |
