A Trump presidency could benefit Malaysian semiconductor industry - Analysts
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The Malaysian semiconductor industry could benefit from a second Donald Trump US presidency, according to Public Investment Bank Bhd (PublicInvest). Increased geopolitical tensions might drive more semiconductor companies to relocate to Malaysia, thanks to the country's neutral position in the region and its strong semiconductor supply chain combined with cost advantages. US-China business partners might move their production lines and orders to Malaysia to address potential risks, benefiting local players through increased orders and technology transfers from multinational corporations (MNCs). PublicInvest also anticipates a renewed interest in local technology companies as valuations become more appealing. Nvidia's release of its new Blackwell GPUs and the rapid growth of large language models are expected to create new opportunities for local technology companies. PublicInvest has an 'Overweight' rating on the technology sector and recommends Inari Amertron Bhd, D&O Green Technologies Bhd, and QES Group Bhd as top picks.
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https://www.nst.com.my/business/economy/2024/07/1083194/trump-presidency-could-benefit-malaysian-semicondcutor-industry
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