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by winston » Mon Aug 04, 2025 4:29 pm
Higher tariffs could jeopardise up to 100,000 jobs, particularly in Penang and Kedah.
In 2024, E&E products made up 39.9% of Malaysia's total exports and grew by 4.5% to RM601.18 billion — the highest ever for the sector.
Semiconductor products are currently exempted from the 19% reciprocal tariff imposed on goods from Malaysia come Aug 8, 2025 but remain under investigation by the US Department of Commerce.
by winston » Thu Aug 07, 2025 8:13 am
Tim Cook and the president announced a fresh US$100 billion investment plan from the Oval Office.
“Even though you are building and you are not producing yet, in terms of the big numbers of jobs and all of the things building, if you are building, there will be no charge.”
Apple had previously pledged to spend US$500 billion in the US over the next four years, a slight acceleration over its prior investments and previously announced plans, adding about US$39 billion in spend and an additional 1,000 jobs annually. The announcement will bring Apple’s cumulative commitment to US$600 billion.
Most iPhones sold in the US come from India, while the bulk of other products, including Apple Watches, iPads and MacBooks, are manufactured in Vietnam, which was hit with a 20 per cent tariff.
by winston » Thu Aug 07, 2025 1:56 pm
TA Securities noted that Trump’s proposed 100% tariff on imported chips could disrupt the global semiconductor supply chain by raising production costs, which manufacturers would pass on to consumers, driving up prices and reducing demand.
Overall, we believe that more conditional exemptions will be announced over time, given the complexity and interdependence of the global semiconductor supply chain. It would be extremely difficult for the US to fully repatriate the semiconductor value chain in the near term, as building a self-sufficient ecosystem would take decades.
In June, global semiconductor sales reached US$59.9 billion (+1.5% month-on-month/m-o-m; +19.6% year-on-year/y-o-y), marking the 20th consecutive month of y-o-y sales growth, driven by sustained demand for artificial intelligence (AI) and high-performance computing applications. All regions saw growth except Japan, Europe and America.
TA Securities upgraded Elsoft Research Bhd (KL:ELSOFT) from “hold” to “buy”, with a target price of 36 sen, citing attractive upside after recent share price weakness. It also maintained a “buy” on Unisem (M) Bhd (KL:UNISEM), a “hold” on Malaysian Pacific Industries Bhd (KL:MPI), and a “sell” on Inari Amertron Bhd (KL:INARI).
by behappyalways » Fri Sep 05, 2025 12:36 pm
by behappyalways » Tue Oct 14, 2025 12:48 pm
by winston » Sun Oct 19, 2025 7:27 am
by behappyalways » Sat Oct 25, 2025 11:56 am
by winston » Wed Nov 05, 2025 11:47 am
Kospi plunged as much as 6.2% on Wednesday, the most since an April hit from US President Donald Trump’s sweeping tariffs, after chipmakers Samsung Electronics Co and SK Hynix Inc dragged on the gauge.
In Japan, Advantest Corp dropped nearly 10%, helping pull the Nikkei 225 down more than 4%.
“We need to remain open-minded to the possibility that this could still further build. Simplistically, there aren’t many reasons to buy here.”
Investors also dumped shares of companies from Palantir Technologies Inc and Advanced Micro Devices Inc as their forecasts failed to impress following massive run-ups in share prices amid this year’s AI boom.
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