Interesting that DUFU's customers, Seagate & WD reached all time high then dropped, while DUFU haven't reached all time high. One reason is RM strengthening agst USD will reduce DUFU's profits.

Will Dufu reach all time high soon? Or do investors need to wait many years later, when HAMR becomes more common? No idea it'll happen soon or later, but DUFU's best is yet to come.

SSD is about 18x more expensive than HDD now. HDD demand will be high, unless China ramps up production of SSDs. Although China companies make SSD, none can make HDD.

DUFU's risk is customer concentration & improvement in global memory shortage crisis. As DUFU has risen 60% since Jan 2026, a lower price entry is preferred for me.