（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。

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.

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.

中国半导体生意强劲增长，带动1月全球半导体销售按年获得双位数成长。分析员认为，随着全球需求复苏以及“中国+1”策略增加了贸易转移机会，大马半导体行业情绪将逐渐改善。

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.

IN anticipation of an increase in orders from customers in the optoelectronics, semiconductor and solar cell industries, Penang-based automated test equipment (ATE) manufacturer TT Vision Holdings Bhd is currently in the process of doubling its production capacity and floor space. TT Vi...

GEORGE TOWN: The worst may be over for local electrical and electronics (E&E) companies supporting the artificial intelligence (AI), medical technology devices, automotive, cloud computing and aerospace sectors.

SOUTHEAST Asia is an important part of the global semiconductor ecosystem, thanks to its manufacturing capabilities. Undeniably, its significance is increasing, with the competition taking place between the world’s two largest economies, China and the US. While a large part of the semi­...

（吉隆坡12日讯）达证券研究维持半导体行业的“中和”评级，并称尽管该行业正在好转，但包括马太平洋（Malaysian Pacific Industries Bhd）和友尼森（Unisem (M) Bhd）在内的外包半导体组装与测试供应商，在第四季继续保持谨慎。

TA Securities Research has maintained its “neutral” stance on the semiconductor sector, and said while the industry is turning the corner, outsourced semiconductor assembly and test providers including Malaysian Pacific Industries Bhd (MPI) and Unisem (M) Bhd have continued to echo cautiousness into the fourth quarter of calendar year 2023 (4QCY2023), with near-term visibility clouded by uneven demand recovery across end-market segments, and fluid customer forecasts amid ongoing market uncertainty.

Technology sector earnings may have bottomed out, according to analysts, who forecast a pick-up in performance in the second half of 2023.

市场盛传中国禁止官员使用iPhone，苹果股价连续两天重挫，其供应商益纳利美昌（INARI,0166,主板科技组）也应声走低，一度写下8个月来最大单日跌幅。

（吉隆坡12日讯）5月全球半导体销售额依然疲弱，按月微起1.7%，但按年跌21.1%，至407亿美元（约1893亿令吉）...

在通胀压力、高利率和经济衰退恐惧笼罩之下，电子产品需求疲软加剧，全球半导体4月销量按年下跌21.6％，陷入9个月的下行周期，分析员维持半导体领域的“中和”看法，预计半导体销量短期将维持疲软，而未来一年的潜在回弹将是重新评估该领域的催化剂。...

（吉隆坡9日讯）4月全球半导体销售额依然疲软，按月微起0.3%，但按年跌21.6%，至400亿美元（约1845亿令吉）。...

PETALING JAYA: The global semiconductor sector is currently mid-way through a downcycle, as global sales declined for seven straight months on a year-on-year (y-o-y) basis.

全球经济放缓与通胀压力恶化，半导体需求受到压抑，全球半导体2月销量按年下跌20.7%，为连续7个月走跌，分析员继续谨慎看待半导体领域前景。...

PETALING JAYA: Elsoft Research Bhd’s recent proposed acquisition of a customised automation equipment manufacturer may be a potential catalyst for the automated test equipment (ATE) solutions provider’s share price.