AI Drives New Growth Opportunities for Malaysia's Tech Sector

Dow Jones
08/03

0157 GMT - Malaysia's artificial-intelligence exposure is expected to broaden, with more companies participating across different layers of the AI infrastructure supply chain, CIMB Securities analyst Mohd Shanaz Noor Azam says in a note. He expects AI monetization to expand beyond chip manufacturing into inspection equipment, advanced packaging materials, silicon intellectual property, and silicon photonics. He also sees silicon photonics emerging as a key growth driver as expanding AI clusters drive demand for faster optical interconnects. He expects government support and industry collaboration to strengthen Malaysia's integrated-circuit design and advanced packaging capabilities, supporting higher value creation. CIMB maintains an overweight rating on Malaysia's tech sector, naming Vitrox and Malaysian Pacific Industries as its preferred picks.

 

应版权方要求,你需要登录查看该内容

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10