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Aleksandra Chaikina
Aleksandra Chaikina

BIMB Securities sees the technology sector correction as an accumulation opportunity in Malaysia

BIMB Securities sees the technology sector correction as an accumulation opportunity in Malaysia
Opportunity to accumulate technology stocks

The recent decline in technology stocks on Bursa Malaysia has created room for investors to increase their holdings while the sector’s structural growth outlook remains positive. BIMB Securities said visibility into semiconductor demand and progress in advanced packaging support local players, even as AI infrastructure cost pressures continue to weigh on global sentiment.

Highlights

  • Bursa Malaysia’s Technology Index fell 5.3% week on week, becoming the weakest sector amid concerns over AI capital requirements.
  • BIMB Securities sees the technology sector correction as an opportunity to accumulate local stocks amid the global equity decline.
  • Malaysia needs to increase investment in advanced packaging, R&D and talent development to remain competitive in the high-value semiconductor industry.

This article was translated from the original. Read the original version by our correspondent here.

Implications for Malaysia’s semiconductor industry

According to The Edge Malaysia, technology firms led global equity losses last week as concerns grew over the substantial capital requirements for artificial intelligence, or AI, infrastructure. Bursa Malaysia’s Technology Index fell 5.3% week on week, making it the weakest sector during the period.

BIMB said Malaysia’s manufacturing capabilities and existing ecosystem may no longer be sufficient as industry value increasingly shifts towards advanced packaging, semiconductor materials, IC design and research and development-intensive activities. According to the firm, Malaysia must continue investing in advanced packaging capabilities, R&D and talent development to prevent the local industry from being confined to low-value assembly activities.

In our previous coverage of Budget 2027 to strengthen the semiconductor industry, we highlighted funding allocations to help local companies move up the value chain. The article outlined the focus on areas such as IC design, support for early-stage companies, and the need to enhance R&D and innovation so that investment benefits also strengthen local supply chains.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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