Gim Lee
reacted to
Amid the global wave of Artificial Intelligence, Malaysia is pushing forward with the construction of data centers.
Since the end of last year when NVIDIA collaborated with YTL Power to establish a $4.3 billionAIdata center park, international investment in Malaysian data centers has significantly increased.
In early May, Microsoft announced a $2.2 billion investment in Malaysia's AI infrastructure and plans to purchase l...
Since the end of last year when NVIDIA collaborated with YTL Power to establish a $4.3 billionAIdata center park, international investment in Malaysian data centers has significantly increased.
In early May, Microsoft announced a $2.2 billion investment in Malaysia's AI infrastructure and plans to purchase l...
![Who Are the Potential Beneficiaries in Malaysia's Data Center Supply Chain?](https://sgsnsimg.moomoo.com/sns_client_feed/101000104/20240619/1718798430844-f827348999.jpeg/thumb?area=101&is_public=true)
![Who Are the Potential Beneficiaries in Malaysia's Data Center Supply Chain?](https://sgsnsimg.moomoo.com/sns_client_feed/101000104/20240619/7a9878710d7d40e982b310d84674bef5.jpg?area=101&is_public=true)
![Who Are the Potential Beneficiaries in Malaysia's Data Center Supply Chain?](https://sgsnsimg.moomoo.com/sns_client_feed/101000104/20240619/97e7d284ec1d40db9e646c06c3981ed1.png?area=101&is_public=true)
+2
164
17
Gim Lee
commented on
$JCY(5161.MY$ Can I buy this stock at this share price? Haven't been in before
Translated
3
Gim Lee
liked
Gim Lee
reacted to
$JCY(5161.MY$
JCY's 2 main customers are Western Digital (WDC) and Seagate Technology (STX) and both WDC STX share prices surged almost 100% due to the revenue and profit of this 2 giants have improved significantly for the past 2 quarters.
We are still in the early stage of the HDD bull run.
JCY's last Q report has given the guidance ahead:
(1)Company from loss became profit even with only 50% utilized on their operation, imagine if the demand of HDD and SSD spike due to Data Center and AI ...
JCY's 2 main customers are Western Digital (WDC) and Seagate Technology (STX) and both WDC STX share prices surged almost 100% due to the revenue and profit of this 2 giants have improved significantly for the past 2 quarters.
We are still in the early stage of the HDD bull run.
JCY's last Q report has given the guidance ahead:
(1)Company from loss became profit even with only 50% utilized on their operation, imagine if the demand of HDD and SSD spike due to Data Center and AI ...
10
1
Gim Lee
reacted to
6
1