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Analysts at Nomura Asset Management said that the profit prospects of Malaysian semiconductor companies are improving in the short to medium term, and the industry still has plenty of room for growth. Nomura portfolio manager Aris Sharif said at a media briefing in Kuala Lumpur on Monday that the prospects for Malaysian companies that have laid out the AI supply chain are optimistic, and the country's strong electronics exports reflect the dividends brought by the AI boom. Senior stock analyst Takeshi Kawamoto pointed out that Malaysia can still further strengthen the fields of advanced chip packaging and front-end manufacturing, and introduce more preferential policies to attract multinational companies.
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Analysts at Nomura Asset Management said that the profit prospects of Malaysian semiconductor companies are improving in the short to medium term, and the industry still has plenty of room for growth. Nomura portfolio manager Aris Sharif said at a media briefing in Kuala Lumpur on Monday that the prospects for Malaysian companies that have laid out the AI supply chain are optimistic, and the country's strong electronics exports reflect the dividends brought by the AI boom. Senior stock analyst Takeshi Kawamoto pointed out that Malaysia can still further strengthen the fields of advanced chip packaging and front-end manufacturing, and introduce more preferential policies to attract multinational companies.
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