Hlib stated that notion hdd customer switch order to them from another supplier due to quality issue(should be dufu based on info shared by investor who attended agm) So need to see coming few qr whether dufu can win back their order

no such thing ya er xian. I attended dufu agm and notion briefing. lol. dufu orders are still good and picking up. dufu is the largest spacer in the world. why would supplier switch to notion which is small supplier of spacer. and notion make money from other parts more than spacer. very diff business model with two.

I saw from rh research in fb post, he mention some order switched to notion, and there are several post also mentioned the same thing
Also inside hlib research report of notion also mention that spacer order flocked back to notion due to quality issue from another supplier, can go and have a look
Now the quality issue had been solved so can expect order flow back to dufu in next few quarters

For sure I know most of the tp of ib wont reach so i never follow, but the info of industry could be useful sometimes
Anyhow, I also believe the future of hdd is bright, dufu is my second largest holding, for sure I hope they doing great also