Malaysia Semiconductor Outlook Cautious Amid U.S. Import Probe -- Market Talk

Dow Jones
11/13

0109 GMT - Malaysia's semiconductor outlook appears cautious despite continued growth projected for global sales, due to uncertainty from the U.S. Section 232 investigation on chip imports, TA Securities analyst Chan Mun Chun says in a note. The recent Malaysia-U.S. reciprocal trade agreement may help secure better terms for strategic sectors like semiconductors, while the government stays committed to advancing its national semiconductor blueprint, he says. TA maintains a neutral rating on Malaysia's semiconductor sector. It downgrades Inari Amertron's rating to sell from hold after its recent share price rally and rates Elsoft Research at buy. (yingxian.wong@wsj.com)

 

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November 12, 2025 20:09 ET (01:09 GMT)

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