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Chip cycle to extend on demand

PETALING JAYA: The current semiconductor cycle, which has continued for more than two years, may not peak anytime soon. ....

Malaysia General , Inari Amertron , Inari Amertron Bhd , Unisemm Bhd , Globetronics Technology Bhd , Ita Research , Elsoft Research Bhd , World Semiconductor Trade Statistics , Elsoft Research , Globetronics Technology ,

Elsoft Research to ship out test equipment

GEORGE TOWN: Elsoft Research Bhd will ship out semiconductor test equipment worth over RM20mil over the next six to nine months. ....

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Tech stocks soar on shift towards digital services

closed up one sen to 99 sen.
An analyst with a local bank-backed brokerage attributed the strong performance of local tech stocks to the large shift towards digital services that has been accelerated by the Covid-19 pandemic.
“The global pandemic has fuelled the growth for technology. With the concept of work-from-home and distant learning becoming the standard operating procedure, there has been a rise in demand for laptops while data centres have also ramped up their capacity to handle the surge in web computing usage.
“Today, the reliance on tech to get things done has never been greater.”
Rackspace Technology Asia-Pacific and Japan chief technology officer Emma Pudney in a commentary recently said organisations will be looking for ways to recover from the pandemic and serve new consumers with reimagined business models, going into 2021. ....

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Chip sector at new high

ITA Securities in a recent report said it was reiterating its “overweight” stance on the semiconductor sector, with maintained recommendations of “buy” on Inari Amertron Bhd, Unisem (M) Bhd, Malaysian Pacific Industries Bhd (MPI) and Elsoft Research Bhd.
PETALING JAYA: Global semiconductor market growth is expected to accelerate in 2021, driven by hastened technological progress that had been brought upon by the Covid-19 pandemic.
Despite initial supply chain disruptions amid Covid-19 lockdowns and travel restrictions, AmInvestment Bank Research said the sector has rebounded to a new high.
“The pandemic has hastened the progress of technological change towards remote work and distance learning, the need for Industry 4.0 technologies such as big data, automation and Internet of Things to build a more resilient supply chain, ” it said in a recent report. ....

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