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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.
TheStar14 Mar, 2024 00:00am - 5 days

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。
Sinchew13 Mar, 2024 20:12pm - 5 days

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.
TheEdge13 Mar, 2024 08:33am - 6 days

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...
TheEdge20 Feb, 2024 15:00pm - 3 weeks

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.
TheStar25 Dec, 2023 00:00am - 2 months

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...
TheEdge20 Dec, 2023 15:00pm - 2 months

(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。
TheEdge12 Dec, 2023 09:43am - 3 months

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.
TheEdge12 Dec, 2023 08:42am - 3 months

Technology sector earnings may have bottomed out, according to analysts, who forecast a pick-up in performance in the second half of 2023.
TheStar14 Sep, 2023 00:00am - 6 months

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。
Sinchew08 Sep, 2023 17:44pm - 6 months

(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)...
Orientaldaily12 Jul, 2023 13:31pm - 8 months

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。...
Sinchew09 Jun, 2023 19:54pm - 9 months

(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)。...
Orientaldaily09 Jun, 2023 12:44pm - 9 months

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.
TheStar11 Apr, 2023 00:00am - 11 months

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。...
Sinchew10 Apr, 2023 20:25pm - 11 months

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.
TheStar10 Apr, 2023 00:00am - 11 months

券商 :肯纳格投银研究投资建议 :技术买进闭市价 :64仙(截至4月7日)第一道阻力水平:69仙第二道阻力水平:75.5仙止损点 :56仙ELSOFT科研(ELSOFT,0090,主要板科技)股价从今年2月开始持续徘徊在58仙至61仙水平,近期重拾上升动力,并于昨日(6日)以62.5仙闭市,肯纳格投...
Chinapress07 Apr, 2023 21:11pm - 11 months

(吉隆坡13日讯)全球半导体销售在1月延续下滑趋势,按年跌18.5%或按月降5.2%,因此,达证券分析员继续谨慎看待大马科技股前景。达证券分析员指出,今年1月的全球半导体销售为413亿美元(约1846.3亿令吉),按年减少18.5%或按月下滑5.2%,延续12月时的下降趋势。“基本上,半导体领域从去...
Nanyang13 Mar, 2023 19:37pm - 1 year

中国重新开放尚未推动市场复苏,电子消费领域情绪低迷,在高利率与高通胀环境下,科技公司订单前景预测悲观,料短期内持续进入库存调整,分析员重申对科技领域的“中和”评级。...
Sinchew10 Mar, 2023 20:53pm - 1 year

连续两轮暂停升息 国行维持利率2.75%今日其他重点财经新闻:加快升息言论引起千层浪 鲍威尔改口说“尚未决定”传新预算案将有惊吓 拜登向富豪征税25%【行家论股】今日分享的3个股项:1.柏马汽车(BAUTO) 2.KESM科技(KESM) 3.艾尔软体(ELSOFT)...
Nanyang09 Mar, 2023 17:59pm - 1 year