TA maintains cautious outlook on Malaysia's semiconductor sector amid US tariffs uncertainty

TA maintains cautious outlook on Malaysia's semiconductor sector amid US tariffs uncertainty

While global semiconductor sales are projected to continue growing, TA Securities has maintained a cautious outlook on Malaysia’s semiconductor sector given the lingering uncertainties surrounding US trade policy. The research house said in a note on last Friday that any substantial tariff on semiconductors would inevitably weigh on Malaysia as the industry is deeply integrated into global supply chains. According to TA, Malaysia is one of the w…