（吉隆坡13日讯）全球半导体需求复苏之际，以及中国+1战略带来的贸易转移机会，分析员看好大马半导体行业信心将逐步改善，维持“增持”评级。全球销售增16.3%达证券在报告中指出，根据半导体行业协会数据，今年2月全球半导体销售同比增长16.3%至462亿美元（约2203.54亿令吉）。分析员表示，这已是...

（吉隆坡12日讯）上周台湾花莲发生近25年来最大规模地震后，打乱了包括台积电（TSMC）等半导体公司在内的业务营运，尽管如此，分析员相信，这对大马半导体领域冲击微乎其微，而且随着全球需求复苏，加上贸易转移带来更多机会，大马半导体领域的情绪将逐渐改善。达证券研究分析员指出，因预防措施，全球最大的半导体代工厂——台积电特定的生产设施暂停生产，但目前为止，晶圆厂的运营大致上已恢复，因此预计晶片的供应中断程度不严重。另一方面，分析员说，今年2月，全球半导体领域的销售增长率继续呈按年增长趋势。进一步确...

（吉隆坡12日讯）达证券维持科技行业的“增持”评级，并指受全球需求复苏及“中国加一”（China Plus One）策略带来的贸易转移机会带动，马来西亚半导体业的信心将逐步改善。

KUALA LUMPUR: TA Securities anticipates that the semiconductor sector in Malaysia will see a gradual improvement in sentiment, backed by a projected global demand recovery and expanding trade diversions from the China Plus One strategy.

TA Securities has maintained its 'overweight' stance on the technology sector, and said the sentiment of the semiconductor sector in Malaysia will improve gradually, underpinned by an anticipated recovery in global demand and increasing trade diversion opportunities as a result of the 'China Plus One' strategy.

（吉隆坡4日讯）台湾花莲发生规模7.2强震，是台湾继921大地震后近25年来最大规模地震，扰乱了包括台积电 （TSMC）在内的营运，全球密切关注台湾晶片生产动向，马股多只科技股走低，纷纷列入跌价榜。马太平洋（MPI,3867,主板科技组）一度下滑46仙至31令吉54仙，闭市收报31令吉70仙，全日滑...

（吉隆坡4日讯）美国半导体产业协会（SIA）公布数据，全球半导体销售在2月按年上扬16.3%，至462亿美元（约2196...

（吉隆坡4日讯）富时综指昨日丢失10.98点，今日重量级蓝筹股迎来逢低承接买盘，推动综指一口气涨破2道关口，有望收复昨日的失地。综指以1538.98点高开，过后获得银行股和能源股走高推动，一连跨越1540点和1550点，休市攀升14.31点，暂报1551.32点。30只综指成分股中，多达23只上升，当中齐力工业（PMETAL,8869,主板工业产品服务组）更是创下8个月以来最大单日涨幅。齐力工业成功冲破5令吉大关，最高涨到5令吉零8仙，休市守住5令吉零6仙，半天扬升29仙，是第五大上升股。...

KUALA LUMPUR: RHB Research suggests investors start investing in the early stages of the emerging semiconductor upturn since demand and industry profitability have peaked.The research firm attributes this upturn to the clearing of inventory adjustments and higher demand, especially ...

PETALING JAYA: The semiconductor sector is seen to be on a rebound, with the pace of recovery expected to quicken in the second half of 2024 (2H24).

（吉隆坡27日讯）团结政府上台超过一年，银河国际证券为我国的政策改革打出“A-”的高分，并认为这是推动我国股市过去半年表现良好的关键因素！该投行在最新报告中点出，我国政府去年下半年起推出的一系列政策，是备受鼓舞的；而同一时间，富时隆综合指数也已经从谷底反弹，更在今年首个季度上涨了超过6%之多。“我们...

（吉隆坡26日讯）尽管全球半导体销售在近几个月有所回升，但这波正面效应仍无法达至供应链后端的本地业者，预计本地半导体领域在下半年才会出现明显复苏。根据肯纳格研究报告，世界半导体贸易统计协会预计今年全球半导体销售将从去年萎缩8.2％改善至增长13.1％，主要是存储晶片（+44.8％）和数字集成电路（+...

Analysts are largely indifferent about the immediate prospects for the technology industry, as corporate earnings remain lacklustre while some believe corporate recovery will be gradual.

Malaysia’s technology stocks are likely to stay sluggish in the near term in absence of signs of strong earnings rebound, analysts said.

With global semiconductor sales in January growing at the fastest pace in 20 months, this likely marks the beginning of a new multi-year semiconductor upcycle, benefiting Malaysia as the world’s sixth-largest chip exporter.

TA Securities has maintained “overweight” on the technology sector, saying it expects the sentiment of the semiconductor sector in Malaysia to improve gradually, underpinned by an anticipated recovery in global demand as well as increasing trade diversion opportunities as a result of the China Plus One strategy.

MISC Bhd Target price: RM8.24 ADD

林子证（左）和陈建在线上直播中畅谈大马半导体领域的复兴趋势。（吉隆坡2日讯）2024年半导体需求是否会回弹？科技股究竟何时才能迎来强劲的复苏呢？Trident Analytics创办人兼首席研究员林子证认为，大马科技领域的复苏之路，面临着3大挑战！林子证与松大资本首席导师陈剑在周五《企投复兴之半导体...

KUALA LUMPUR: Bursa Malaysia continued its decline at midday, as persistent selling pressure, especially in the utilities sector, weighed down selected heavyweights.At 12.30pm, the FTSE Bursa Malaysia (FBM KLCI) declined 7.99 points to 1,550.81 from yesterday's close of 1,558.80.The benchmark ...

TA Securities has upgraded Unisem (M) Bhd to “hold” at RM3.26 with a higher target price of RM3.56 (from RM2.70), based on 26x CY2025 earnings, on improved sentiment.