BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Bright Spots Remain In Semiconductor Sector

Bright Spots Remain In Semiconductor Sector

Tan J Young, Senior Analyst, Hong Leong Investment Bank

27-Oct-22 09:15

Bright Spots Remain In Semiconductor Sector

Global semiconductor players have invested heavily to build up capacity following supply chain disruptions during the pandemic, but it appears that the boom times receded, as the industry is now facing an oversupply scenario amid a looming global recession. Meanwhile geopolitical tensions between the US and China are also affecting growth projections for the chip industry. How will these developments affect the fortunes of Malaysian semiconductor players? Tan J Young of Hong Leong Investment Bank weighs in on the sector outlook.

 

Image credit: Shutterstock

Produced by: Shazana Mokhtar, Wong Shou Ning

Presented by: Shazana Mokhtar, Keith Kam


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  marketstechnologyeconomyinternational

Tags:  malaysian semiconductor sectorglobal semiconductor chainsemiconductor industryus-china tensions





Play / Pause

Listen now : BFM 89.9 -- The Business Station

Today’s Shows



6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch with

7:15 AM

Morning Brief

A recap of global and local headlines in today's papers and portals.

7:30 AM

Morning Brief with

7:45 AM

Top Story with

8:00 AM

The Breakfast Grille with SIGNIFY MALAYSIA

We’re catching up with Signify Malaysia, who has a 125-year history as an innovator and global leader in lighting. However, with the increasing demand for energy saving solutions, how does this company retain its edge today? For more updates on this, we’ll be speaking with Sukanto Aich, Managing Director of Professional Business Southeast Asia and President of Signify Malaysia.

8:30 AM

Morning Brief with

8:45 AM

Morning Brief

(REPEAT) We look into local and international news that matters to the public — highlighting the issue or event that sparks the most conversations and debates.

9:00 AM

Opening Bell

(REPEAT) An update on local and international capital markets, including a look at how Bursa Malaysia begins the trading day. We speak with local and foreign analysts to find out how different asset classes and markets react to the latest news, results, and geopolitical events.

9:15 AM

Opening Bell

(REPEAT) An update on local and international capital markets, including a look at how Bursa Malaysia begins the trading day. We speak with local and foreign analysts to find out how different asset classes and markets react to the latest news, results, and geopolitical events.

9:35 AM

Ringgit & Sense with

10:05 AM

Open For Business

(REPEAT) Robin Chase, Co-Founder and Former CEO, Zipcar

11:00 AM

Tech Talk

(REPEAT) David Holland, Managing Director, Swag at Employment Hero

12:00 PM

Enterprise Explores

(REPEAT) Dr Ong Kian Ming, Former Deputy Minister of International Trade and Industry | Pankaj Kumar, Business Commentator

1:00 PM

The Breakfast Grille Repeat

2:05 PM

Discovery Hour

Lagu-Lagu Dulu-Dulu: Regional Grooves; Sean Ghazi & Ida Mariana

3:05 PM

Beyond the Ballot Box

How Corporations Exploit Land to Maximise Profit; Kurt Langbein, Director, Landraub/Landgrabbing

4:05 PM

Health & Living

Counsellor’s Corner: Reclaim Your Spark This Year; Lakshumy Kumar, Licensed Counsellor

5:00 PM

Top 5 at 5

6:00 PM

Talkback Thursday

8:00 PM

I Love KL

9:00 PM

Back To Back