Home / Tag Archives: semiconductor

Tag Archives: semiconductor

Kenanga projects gradual recovery for KESM


KUALA LUMPUR: Kenanga Research expects KESM Industries Bhd's recovery to take on a more gradual pace than in other companies as its utilisation rate was impacted from the movement control order.

According to the research house, KESM's utilisation rate in FY21 dipped below 30% due to the sporadic relaxation and tightening of the restrictions.

"We anticipate a very gradual recovery for KESM instead of an exuberant one seen in other companies," it said in a note.

In FY22, Kenanga expects the utilisation rate to improve as the group increases the vaccination rate of its workforce,

Read More »

Global semiconductor chip shortage likely to get worse, further pushing prices higher



KUALA LUMPUR: Prices for semiconductor chips are expected to rise across the spectrum given that the global chip shortage is likely to last until sometime late next year.

Moody's Analytics said the trend towards remote work that accelerated due to COVID-19 movement restrictions has given rise to heightened demand for semiconductor chips.

"Given the capital-intensive nature of their production process, supply has not been able to keep pace with the increase in demand," it said in a note today.

It noted that the world’s largest chipmaker, Taiwan Semiconductor Manufacturing Co, has been raising prices across the spectrum, some by as much as 20 per cent, while three Chinese chipmakers have been fined by the Chinese government for abnormally high price increases. Read More »