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



11:00 AM

Best of Enterprise

(REPEAT) The recent MAHB cyberattack is worrying. Adjunct Professor Murugason R. Thangaratnam, Co-Founder and CEO of Novem CS unpacks what went wrong, how to prevent future breaches, and what this means for the nation’s digital security landscape.

12:00 PM

Just For Kicks

(REPEAT) Join Kam and his three pundits, Gogulan, Bob and Asran as they review Matchday 30 of the EPL and look forward to Matchday 31!

1:00 PM

A Bit of Culture

(REPEAT) Kam Raslan, Ong Kar Jin and Azmyl Yunor discuss the state of the world, museums and post-tour blues on another episode of A Bit of Culture.

2:00 PM

Ringgit & Sense

(REPEAT) Linnet Lee, Director at Resolute Planning talks about planning for your own aged care, and how you’re supposed to manage your finances if you do not or choose to not have kids.

2:30 PM

The Property Show

(REPEAT) Yeoh Tung Seng, Partner at Yeoh & Joanne joins Natalie Tan to discuss the rights of leasehold property owners, from exploring the options they have when their lease expires to discussing the concept of private lease schemes.

3:00 PM

Best of The Bigger Picture

(REPEAT) Producer June Tan and dancer/choreographer January Low talk about Straddle #2025, a new platform by Five Arts Centre.

3:30 PM

Best of The Bigger Picture

(Repeat) All That Jazz is an upcoming jazz concert that combines original songs and reimagined classics. Pianist and musician Tay Cher Siang from the WVC Malaysian Jazz Ensemble, and Janet Lee, a singer and performer with the female jazz trio The Shang Sisters share more.

4:00 PM

Best of Evening Edition

(REPEAT) Author Kimberly Lee shares what it’s like to write for children and the considerations that need to be made.

5:00 PM

BBC World Service

BFM presents the BBC World Service, which provides in-depth coverage of issues from around the world.