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Show Notes
James Wong, Executive Director of HDD components maker, JCY International.
He discusses:
-- his outlook on the average selling price of HDD components, which rose by 20% as a result of supply shortage after most manufacturing facilities were destroyed during the floods.
-- JCY's stellar financial results and if they can sustain the growth
-- possibility of JCY's current clients returning to their original vendors when its competitors' operations are fully restored
-- plans for their RM300mil in cash
-- update on their second factory in Suzhou, China
-- Outlook for overall HDD demand, given that there has been a shift in consumer preference towards tablets and ultrabook
-- the threat of Solid State Drives (SSD) as it continues to close the price gap
-- how the minimum wage policy will impact JCY's business
-- direction for the future and if there are any plans to diversify
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