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 : Morning Brief: Ng Tzu Hann, CEO of Tradeview Capital walks us through...

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Matt Ingram, Senior Industry Analyst, Bloomberg Intelligence gives us an outlook on Australian equities.

7:45 AM

Morning Brief

Professor Alexis Dudden of the University of Connecticut and Visiting Professor of Japanese Studies at the National University of Singapore explains the diplomatic spat between China and Japan.

8:00 AM

The Breakfast Grille

Datuk Seri Shafie Apdal, President of Warisan discusses the party’s strategy as the only one contesting all 73 seats in Sabah’s 17th state election.

8:30 AM

Morning Brief

Dr Azmil Tayeb, Political Scientist, Universiti Sains Malaysia discusses the future of MIC should the party leave BN.

8:45 AM

Morning Brief

Ng Tzu Hann, CEO of Tradeview Capital walks us through EPF's strong 2025 performance so far.

9:00 AM

Opening Bell

(REPEAT) Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management tells us where international markets are heading.

9:15 AM

Opening Bell

We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

People, Planet, Profit

Avtandil Mekudishvili, of PlanRadar discusses how digital tools and smart planning can help Malaysia build climate and disaster resilient infrastructure.

10:05 AM

Open For Business

Diana Kam, Chief Executive Officer, Asia Pacific, Venturebeam

11:00 AM

Marketing Mojo

Nizwani Shahar, CEO, Havas Malaysia, discusses why consumers expect activism, not advertising.

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille Repeat

Our flagship show, we feature both game-changers and groundbreakers in the hot seat.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Beyond the Ballot Box

Over the past week, Kampung Papan has seen a series of arrests and confrontations as residents resist demolition works tied to decades-old promises of resettlement that were never fulfilled. We unpack what went down with activists on the ground.

4:05 PM

Health & Living

Is it normal to have excessively heavy menstrual flow? We ask an expert if this is something women should endure.

5:00 PM

Top 5 at 5

6:00 PM

Talkback Tuesday

8:00 PM

BBC World Service