Elsoft Research Bhd (KL:ELSOFT) will spend about RM20 million in 2026 to support its new and future business segments.

The global semiconductor industry is poised for another year of strong expansion in 2026, driven largely by sustained artificial intelligence (AI) demand, even as Malaysian-listed technology stocks remain only partial beneficiaries of the global upcycle.

PETALING JAYA: The near–term outlook for the semiconductor sector remains cautious pending the outcome of the US government's investigation into semiconductor imports, despite the continued growth projected for global semiconductor sales.

（吉隆坡14日讯）8月全球半导体销售持续强劲，且领域投资热潮也未见退烧迹象，但分析员忧虑领域前景将笼罩在特朗普不明朗的政策方向内，对领域前景看法趋向审慎。8月销售持续强劲 投资未退烧达证券表示，8月全球半导体领域延续正面动能，全球半导体销售按年起21.7%至649亿美元，为连续22个月录得按年增幅，归功于人工智能（AI）和高性能运算应用需求殷切，带动记忆体与逻辑晶片销售强劲。除了日本销售减少6.9%以外，其他地区均录得增长，当中亚太／其他地区以43.1%增幅领先，接着为美洲的25.5%、中...

KUALA LUMPUR: Malaysia’s semiconductor industry may be spared the worst of potential US tariffs after President Donald Trump threatened to impose “fairly substantial” duties on imports, according to TA Securities.

（吉隆坡7日讯）美国总统特朗普宣布将向进口半导体晶片产品征收100%关税，投资者受惊吓而展开抛售行动，拖累大马科技股开盘走低，不过，投资情绪过后恢复平静，科技股成功收复失土。马股科技指数早盘一度走低0.74点或1.42%至51.43点，不过中午休市转升0.03点，报52.20点，闭市报52.27点，全日上涨0.10点或0.19%。闭市时，上涨的科技股包括，UWC公司（UWC,5292,主板科技组）走高12仙或4.78%，收报2令吉63仙，为全场第七大涨价股；ITMAX系统（ITMAX,530...

（吉隆坡7日讯）美国宣布将对进口半导体晶片征收高额关税后，科技股成为最大输家。

Technology stocks on Bursa Malaysia swung in early trade on Thursday, after US president Donald Trump vowed to impose a 100% tariff on imported semiconductor chips.  The Bursa Malaysia Technology Index, which tracks 49 counters in the sector, opened at 51.76 and slipped 0.26 points within the first 15 minutes of trading before paring losses to close 0.1 point higher at 52.27. In comparison, the broader FBM KLCI gained 0.49% to end the day at 1,549.11.

The positive momentum of global semiconductor sales, which posted another healthy growth in March, will continue to see strong demand from artificial intelligence, 5G and electric vehicles.

（吉隆坡13日讯）益纳利美昌（Inari Amertron Bhd）（KL:INARI）涨至近3个月高位，因全球半导体销售持续增长及乐观情绪，以及美国晶片出口管制可能放宽，这可能使我国受益。

Shares of Inari Amertron Bhd (KL:INARI) surged to a nearly three-month high in early trade, following continued growth in global semiconductor sales and optimism, and potential easing of US chip export controls, which could benefit Malaysia.

（吉隆坡4日讯）大马上市公司末季财报季结束，尽管大部分业绩符合预测，表现超越大市的公司也比第三季更多，但分析员考量油气、博彩、科技等5大领域盈利前景趋向暗淡，降低2025和2026年的盈利预测，连带富时综指目标也从1845点调降至1785点。达证券分析员指出，该行所检视的股票，核心盈利末季按年增长5.6％，2024年也上涨12.6％，主要因为更强劲的议价能力、成本效率提高、经济和贸易活动复苏、特定领域有顺风助力。回顾末季业绩，分析员说，尽管有4个领域表现不佳，只有一个领域表现优异，但所检视的...

IN the name of “US national security and economic strength”, the Biden-Harris administration on Jan 13 released an Interim Final Rule on Artificial Intelligence Diffusion. This rule imposes new restrictions on the export of US-developed chips that power artificial intelligence (AI) systems. The a...

The US restriction of artificial intelligence (AI) chip exports may lead to a sector-wide slowdown, affecting the entire supply chain in the semiconductor industry, according to RHB Investment Bank.

PETALING JAYA: The local semiconductor sector is expected to continue seeing gradual earnings recovery, led by an anticipated healthy rebound in global demand.

（吉隆坡9日讯）全球半导体市场迎来上升周期，在全球需求健康复苏的带动下，大马半导体业者料将逐步恢复盈利，美元走强的外汇利好将反映在未来数季，且美国当选总统将会为大马带来更多贸易转移机会，分析员继续看好半导体领域展望。半导体市场迎上升周期达证券分析员在报告中指出，今年10月，全球半导体再次实现健康销售，持续保持上升趋势。根据国际半导体业协会（SEMI）报告，全球半导体10月销售额达569亿美元，按年涨21.1％，较9月的553亿美元高2.8％。这标志着连续12个月销售复苏，连续8个月按月走高...

As we enter the final two months of 2024, what are the expectations for the semiconductor industry? TechInsights’ 2025 semiconductor manufacturing outlook estimated that integrated circuit (IC) sales will witness increases of 17% and 14% in silicon demand and semiconductor capital expenditure res...

（吉隆坡11日讯）随著全球半导体销售9月持续上扬，分析员继续看好大马半导体领域中长期前景。美国半导体业协会（SIA）数据...

TA Research is maintaining an “overweight” call on the local semiconductor industry although near-term earnings of some semiconductor stocks are likely to be impacted by the recent strengthening of the ringgit against the US dollar.

PETALING JAYA: The strengthening ringgit against the US dollar is expected to weigh on the earnings of certain Malaysian semiconductor companies despite improving sales.