$JCY (5161.MY)$ During the glove bull run in COVID-19, many ...

During the glove bull run in COVID-19, many new companies set up factory especially from China to tap on the glove bull and end up over supply in the market and glove stock crash after that,

For HDD/SSD manufacturer, it's very difficult to copy like how they can copy the glove (set up a glove factory only need 3-6 months then can start to produce), because it need R&D at least 3-4 years then will only start to produce the HDD/SSD,

what will happen?

(1)market will shortage of HDD/SSD chip for very long because we do not have new player and the selling price/profit of HDD increase by 10-20%, JCY factory production will increase from 50% operational to 95-100% operational.

(2)China funds might buy JCY and take over.

This is because of the demand for HDD +1600% from year 2024 to 2029 because of the Data Center and AI.