Trump Policy Uncertainty Clouds Malaysia's Semiconductor Outlook -- Market Talk

Dow Jones

Oct 14

0237 GMT - Malaysia's semiconductor sector faces a cautious outlook despite growth in global chip sales, due to lingering uncertainties over the U.S. trade policy, says TA Securities analyst Chan Mun Chun. The Malaysian government is advancing its national semiconductor blueprint to strengthen the sector's value chain, he says, noting that Budget 2026 contained several initiatives to support the digital economy. Chan maintains a neutral rating on the sector. He raises Inari Amertron's target price to MYR2.48 from MYR2.11, as its key American smartphone customer is likely to be exempted from the potential sectoral semiconductor tariffs proposed by the Trump administration. TA Securities maintains a hold rating on Inari. (yingxian.wong@wsj.com)

(END) Dow Jones Newswires

October 13, 2025 22:37 ET (02:37 GMT)

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The Malaysian government is advancing its national semiconductor blueprint to strengthen the sector's value chain, he says, noting that Budget 2026 contained several initiatives to support the digital economy. Chan maintains a neutral rating on the sector. He raises Inari Amertron's target price to MYR2.48 from MYR2.11, as its key American smartphone customer is likely to be exempted from the potential sectoral semiconductor tariffs proposed by the Trump administration. TA Securities maintains a hold rating on Inari. 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The Malaysian government is advancing its national semiconductor blueprint to strengthen the sector's value chain, he says, noting that Budget 2026 contained several initiatives to support the digital economy. Chan maintains a neutral rating on the sector. He raises Inari Amertron's target price to MYR2.48 from MYR2.11, as its key American smartphone customer is likely to be exempted from the potential sectoral semiconductor tariffs proposed by the Trump administration. TA Securities maintains a hold rating on Inari. (yingxian.wong@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 13, 2025 22:37 ET (02:37 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK6512","symbol_name":"房地产股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2575766255","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2575766255","pubTimestamp":1760409420,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0237 GMT - Malaysia's semiconductor sector faces a cautious outlook despite growth in global chip sales, due to lingering uncertainties over the U.S. trade policy, says TA Securities analyst Chan Mun Chun. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK6512":"房地产股","SMH":"半导体指数ETF-HOLDRs","BK4585":"ETF&股票定投概念","BK4588":"碎股","SOXX":"iShares费城交易所半导体ETF","BK6045":"建筑与工程","PA3.SI":"长益"},"translate_title":"特朗普政策不确定性给马来西亚半导体前景蒙上阴影——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PA3.SI":0.9,"SOXX":0.6,"SMH":0.6},"content_text":"0237 GMT - Malaysia's semiconductor sector faces a cautious outlook despite growth in global chip sales, due to lingering uncertainties over the U.S. trade policy, says TA Securities analyst Chan Mun Chun. The Malaysian government is advancing its national semiconductor blueprint to strengthen the sector's value chain, he says, noting that Budget 2026 contained several initiatives to support the digital economy. Chan maintains a neutral rating on the sector. He raises Inari Amertron's target price to MYR2.48 from MYR2.11, as its key American smartphone customer is likely to be exempted from the potential sectoral semiconductor tariffs proposed by the Trump administration. TA Securities maintains a hold rating on Inari. (yingxian.wong@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 13, 2025 22:37 ET (02:37 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}