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  teknikal Price fell below SMA200 which is the strong support all these while. It has to recovered fast to RM3.10 and above to remain uptrend. 30/10/2023 11:53 AM swissvillage TSMC's month-on-month sales surge nearly 35% to hit high in October https://focustaiwan.tw/business/202311100010 11/11/2023 8:49 AM gooman The average selling price (ASP) for semiconductors in 3Q23 was US$0.568 per unit, which increased by 3.6% from Q2 and also enjoyed double-digit growth of 11.6% from the same period last year, showing signs of recovery, according to World Semiconductor Trade Statistics (WSTS). https://www.digitimes.com/news/a20231117VL200/semiconductor-china-ic-manufacturing-japan-wsts.html 18/11/2023 7:59 AM gooman Global semiconductor sales to jump 20% in 2024: IDC In an updated version of its semiconductor market outlook, IDC has forecast that after a period of decline, chip industry revenue will hit $633 billion in 2024 . https://www.computerworld.com/article/3710570/global-semiconductor-sales-to-jump-20-in-2024-idc.amp.html 18/11/2023 8:01 AM gooman Sales rose 3.9%, compared to the September 2023 total of $44.9 billion, SIA added. https://seekingalpha.com/news/4044808-sia-sees-double-digit-growth-for-global-semiconductor-sales-in-2024 09/12/2023 1:26 AM gooman Dow Surges To Record High Amid Interest Rate Optimism Following Fed Report 14/12/2023 7:17 AM gooman https://www.investors.com/news/technology/semiconductor-stocks-led-by-intel-amd-nvidia-get-boost-from-wall-street-analyst/ 16/12/2023 3:04 PM gooman Bank of America upgraded several semiconductor stocks, including AMD (NASDAQ:AMD), Micron Technology (NASDAQ:MU), and Intel (NASDAQ:INTC), anticipating an intra-sector rotation after the semiconductor index's significant rise in 2023. Analysts expect continued growth driven by generative AI, complex chips, and the CHIPs Act, despite the consumer chip inventory correction appearing to have concluded. https://finance.yahoo.com/news/morning-brew-costco-rises-strong-142116352.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAAOZrufLhzMLFSWj9_4IXLlN6EyZoKOSdd4xqerJS8CGY6B34f1TIofQVMMD5FvdmtaEYl6u_t4P8nwFYL0neTB47bMWm1wSswQ7fXkhsbbAe31HcGnPxtZ4vgA5tw_gHe_zdPDvyrnU4L0AqWS9UWPjfFTraIo7UeHhjMSBNl_f 16/12/2023 3:24 PM Timothy Dunbar Great news for semiconductor investors! The sector's future looks promising with advancements in generative AI, complex chips, and support from the CHIPs Act. Exciting times ahead for AMD, Micron Technology, and Intel! ))) 16/12/2023 5:51 PM gooman https://www.reuters.com/technology/chinese-firms-look-malaysia-assembly-high-end-chips-sources-say-2023-12-17/ 18/12/2023 8:03 PM gooman Malaysia’s semiconductor industry is considered one of the fastest-growing sectors in the world. Several Chinese semiconductor design companies are tapping Malaysian firms for chip assembly Assembling chips does not contravene any US restrictions. https://techwireasia.com/12/2023/could-malaysia-semiconductor-industry-help-china/ 19/12/2023 6:08 PM gooman Global Bonds Rally as Softer UK Inflation Boosts Rate-Cut Bets German 10-year yield falls below 2% for first time since March US, UK bonds also gain as traders amp interest-rate cut bets https://www.bloomberg.com/news/articles/2023-12-20/german-10-year-yield-falls-below-2-for-first-time-since-march?embedded-checkout=true 20/12/2023 6:57 PM gooman Post-3Q earnings reveal steep discounts, growth potential in semiconductor, RE sectors https://theedgemalaysia.com/node/694592 22/12/2023 6:42 PM gooman Fed’s preferred inflation measure surprises economists by falling in November https://fortune.com/2023/12/22/pce-inflation-november-fall-slide-lower-2-6/amp/ “A sustained easing in price pressures will support a shift in the (Fed’s) policy stance next year, from holding rates steady to lowering them over time,” said Rubeela Farooqi, chief U.S. 23/12/2023 10:59 PM gooman South Korea Chip Output Jumps in Sign of Returning Global Demand Semiconductor industry shows signs it’s bouncing back fast Korea’s overall industrial output grows more than expected https://www.bloomberg.com/news/articles/2023-12-28/south-korea-chip-output-jumps-in-sign-of-returning-global-demand 28/12/2023 8:00 PM gooman Global Semiconductor Sales Increase 5.3% Year-To-Year In November: SIA https://www.emsnow.com/global-semiconductor-sales-increase-5-3-year-to-year-in-november-sia/ 11/01/2024 7:49 PM gooman S.Korea exports rise for fourth month on surge in chip sales, China rebound https://www.reuters.com/markets/asia/south-korea-jan-exports-rise-fourth-month-chip-sales-surge-2024-02-01/ SEOUL, Feb 1 (Reuters) - South Korea's exports rose for a fourth month in January, as a rebound in sales to China and the biggest surge in chip shipments in six years provided a boost to the trade-reliant economy at the start of 2024. 02/02/2024 10:15 PM gooman Southeast Asia Emerging as Global Semiconductor Supply Chain Hub? https://www.businesskorea.co.kr/news/articleView.html?idxno=210346 04/02/2024 11:22 AM gooman TSMC reports highest ever January sales. https://focustaiwan.tw/business/202402070009 07/02/2024 9:07 PM gooman Anwar-Lula phone call: Brazil interested in Malaysian semiconductors, invites PM to visit https://www.thestar.com.my/news/nation/2024/02/10/anwar-lula-phone-call-brazil-interested-in-malaysian-semiconductors-invites-pm-to-visit 10/02/2024 5:44 PM gooman TA Securities upgrades Unisem, raises target price to RM3.56 on improved sentiment https://theedgemalaysia.com/node/702650 28/02/2024 7:09 PM gooman Global semicon sales rose 15.2% y-o-y in January to US$47.6 billion, says SIA. https://theedgemalaysia.com/node/703422 05/03/2024 8:19 AM gooman Malaysia: the surprise winner from US-China chip wars https://www.ft.com/content/4e0017e8-fb48-4d48-8410-968e3de687bf 13/03/2024 9:19 PM gooman Copper rallied to $9,000 a ton — its highest level in 11 months — on bets that a pick-up in global manufacturing activity will push up demand for industrial commodities. The metal, seen as a bellwether of the global economy, has surged this week as investors warm to the idea that the worst of a global downturn is past. https://www.bloomberg.com/news/articles/2024-03-15/copper-resumes-rally-toward-9-000-as-china-supply-tightens 15/03/2024 3:35 PM swissvillage US stocks, tech draw record inflows in latest week - Barclays LONDON, March 15 (Reuters) - Equity funds drew $56.4 billion of inflows in the latest week, driven by record inflows to both U.S. and technology funds, Barclays said in a note on Friday, citing data from EPFR. Globally, all equity sectors saw inflows, with tech attracting the most on record at $22 billion, while healthcare and financials drew inflows of around $7 billion each, Barclays said.. 15/03/2024 9:53 PM swissvillage Why is Malaysia becoming the "center of AI manufacturing"? The aim of NVIDIA CEO Jensen Huang NVIDIA, having surpassed Google and Amazon in market capitalization, is part of the Magnificent 7, attracting global attention to its investment trends. A significant recent investment by the company is in Malaysia. In December 2023, NVIDIA CEO Jensen Huang visited Malaysia and pointed out the country's potential to become a manufacturing hub in the AI sector. He also reported plans to collaborate with the country's conglomerates on building supercomputers and developing large-scale language models. This article explores why Malaysia is gaining attention in the semiconductor and AI sectors. Huang highly values Malaysia's potential With NVIDIA surpassing Google and Amazon in market capitalization, interest in the company's development and investment trends has increased. One of the recent highlights regarding NVIDIA is the expansion of its investment in Malaysia. In December 2023, during his visit to Malaysia, NVIDIA CEO Jensen Huang stated the country has the potential to become a "manufacturing hub" in the AI sector. This statement suggested an expansion of investment in Malaysia, drawing significant media attention.. 20/03/2024 6:18 PM swissvillage Regarding this, Reuters reported on December 8 that NVIDIA is negotiating a partnership with the local conglomerate YTL for an AI infrastructure construction project in Malaysia, with the total investment amounting to $4.3 billion. The project involves hosting AI infrastructure, including supercomputers and cloud computing, at YTL's data center in Johor, southern Malaysia. According to YTL, the first phase is expected to be completed by mid-2024, with operations starting then. YTL, founded in Malaysia in 1955, is a conglomerate at the core of infrastructure business. It handles utilities (electricity, gas, water), high-speed rail, cement, construction, real estate, hotels, resorts, and also engages in digital technology-related businesses such as data centers and digital banking. The partnership with NVIDIA is expected to further strengthen its presence in the digital domain. YTL, which also operates a resort business in Hokkaido Niseko and is listed on the Tokyo Stock Exchange, has strong ties with Japan. The operational partner in the NVIDIA collaboration project is YTL Power International, a subsidiary of YTL. YTL Power revealed plans to build Malaysia's fastest supercomputer using NVIDIA's AI chips and to develop a large-scale language model specialized in the Malay language by utilizing NVIDIA's AI cloud computing. CEO Huang stated, "Malaysia is a country with the necessary land, facilities, and power for computing infrastructure, becoming an important hub in Southeast Asia. YTL will play a significant role," highlighting the country's potential in the AI sector. Malaysian Prime Minister Anwar Ibrahim also mentioned the NVIDIA and YTL partnership on X (formerly Twitter), revealing that the investment scale would reach 20 billion Ringgit (about $4.3 billion). Intel built Malaysia's semiconductor manufacturing base Malaysia's population is about 34 million. According to IMF estimates, the country's nominal GDP is $465.5 billion, with a per capita GDP exceeding $13,000. In the Association of Southeast Asian Nations (ASEAN), this per capita GDP ranks third after Singapore's $91,000 and Brunei's $35,000. Malaysia, having absorbed Japanese automotive industry technology and created its own manufacturers, is a country with high manufacturing technology within ASEAN. This technological prowess is also applied to the semiconductor field, making it an important presence in the global semiconductor market supply chain. Intel laid the foundation for the country's semiconductor sector. In 1972, Intel established its first offshore assembly and testing site in Penang Island, Malaysia. Since then, it has expanded its base to the Kulim district on the opposite shore of Penang Island, investing over half a century. The cumulative investment amount exceeds $5 billion, with the momentum of investment expected to accelerate further over the next decade. In 2021, Intel announced plans to invest $7 billion in Malaysia over the next decade to upgrade its semiconductor manufacturing capacity, including establishing advanced packaging facilities and 3D chip packaging facilities. Besides Intel, various semiconductor companies have invested in Malaysia, making semiconductors a significant part of the Malaysian economy. According to ASEAN Briefing (January 26, 2024), the semiconductor industry contributes 25% to Malaysia's GDP, holding a 13% global share in semiconductor packaging, assembly, and testing services. Additionally, semiconductor exports rank sixth in the world. Entering the 1990s, the rise of South Korea's Samsung and Taiwan's TSMC diminished Malaysia's presence in the semiconductor market. However, recent intensification of US-China trade tensions has once again raised interest in Malaysia.. 20/03/2024 6:19 PM swissvillage https://klse.i3investor.com/web/blog/detail/savemalaysia/2024-03-19-story-h-185711851-YTL_Power_develops_one_of_world_s_best_advanced_supercomputers 20/03/2024 6:20 PM gooman Malaysia has secured potential investments from companies such as global semiconductor company Nexperia and X-Fab from the Ministry of Investment, Trade and Industry’s (MITI) recent trip to Germany and France. These potential investments are reportedly worth RM46 billion and will boost potential Malaysian exports by RM2.4 billion https://www.marketing-interactive.com/miti-investments-germany-france-local-brands-succeed-internationally 22/03/2024 3:06 PM sharkdododo https://klse.i3investor.com/web/blog/detail/rhbinvest/2024-04-01-story-h-184755721-Unisem_M_Entering_the_New_Upcycle_Keep_BUY RHB buy call liao 01/04/2024 10:38 PM gooman Samsung: Tech giant sees profits jump by more than 900% https://www.bbc.com/news/business-68738046 06/04/2024 8:54 AM gooman Semiconductor sales up 16.3% to USD 46.2bn in February The global chip market has just enjoyed its best year-on-year market growth since May 2022, says the Semiconductor Industry Association. https://evertiq.com/news/55508 06/04/2024 8:57 AM gooman Top picks. MPI and Unisem are the Top Picks for exposure to the sector recovery, given the exposures to the growing demand for power management integrated circuits (ICs) and diverse end applications. Besides, recovery in China’s semiconductor space following two lacklustre years will help to boost of its utilisation rate and economies of scale at their existing plants in China. They also stand to benefit from US-China trade tensions in both of their plants in Malaysia as a neutral ground, as well as from China’s self-sustaining policies. https://klse.i3investor.com/web/blog/detail/rhbinvest/2024-04-01-story-h-184755715-Technology_Positioning_for_the_New_Upcycle_U_G_OVERWEIGHT 07/04/2024 9:29 AM gooman Taiwan’s chip industry heads overseas amid supply chain shift https://www.ft.com/content/95ccd46d-aed3-4d82-aec6-06fedcf18879 13/04/2024 10:23 AM  | |
