Additionally, SIA today endorsed the WSTS Spring 2024 global semiconductor sales forecast, which projects annual global sales will grow to $611.2 billion in 2024, which would be the industry’s highest-ever annual sales total. In 2025, global sales are projected to reach $687.4 billion. WSTS tabulates its semi-annual industry forecast by gathering input from an extensive group of global semiconductor companies that provide accurate and timely indicators of semiconductor trends.

随着世界各地企业寻找中国替代方案以减轻地缘政治风险，这项“中国+1”的策略让大马受益，主要因我国拥有强劲的半导体生态系统、支持性基础设施，以及广大的人才库。为美国大型跨国公司服务的中国供应商也开始与大马当地公司合作，在大马设厂以继续为美国客户供货。

另外，转移至诸如大马这样的中立国，一些产品或原材料可能会避免美国对华征收的关税。随着中国公司从美国供应商转向，这种情况也为大马公司开启了一扇门，特别是自动测试设备（ATE）细分业务。

Nick 哈！别这么快。。
看他的业绩如何？
希望营业额增加，与盈利可以做到1.5m 到 2.0m....那就是好的起点。。
如果2.5m 到 3m... 那就可以开始乐投资了。。。xd

你认为大马半导体的趋势要来了吗？

大家早。。

Warren...去年年末至今，大家都期待半导体今年下半年开始复苏。这几个月的数据也显示些迹象。。我们继续观察。

Nick...希望你可以早点分享你的看法与什么股或行业可以注意。。。谢谢！

Steve not so fast... need time to mature, the earliest should be government sector to improve efficiency of the workers. we can see JB alrdy start to go passport free from Singapore enter JB just use facial recognition

mostly Services will benefit from AI first

Nick...

有关注到。。dsonic 已经在fight for
这个100m 的合同了。。

Auto Gates Potential

In a response towards concerns about airport congestion, especially at KLIA, the Home Ministry has initially opened the auto gate facilities to foreigners from 10 low-risk countries such as Singapore, Brunei, New Zealand, and the G7 nations. Recently, the list was expanded to include 36 additional countries, enhancing border control efficiency and facilitating smoother entry for a broader range of visitors.。。。

同样，该公司自2012年起为国民登记局提供大马卡（MyKAD）、大马军人卡（MyTentera）、棕色身分证（MyPOCA），目前政府也在评估新一代大马卡与印刷技术。

这些延长合约，让该公司的订单量达到2亿8000万令吉，展望未来，管理层承诺会获得长期合约，除了国内，也展望为西非国家提供护照解决方案。

该公司也在开发具有人工智能（AI）功能的新解决方案，缩短柔佛边境的通关时间。

那天5月17号爆量就觉得应该有事将要发生。。记得那天有提起，

季报出来股价还被抛售。。lol ！

成为关键任务项目的首选供应商，在新项目的额外贡献下，预计将在2025财年维持强劲的盈利，因此看好有39.43%的上升空间。

在没有新的主要资本开销情况下，考虑到订单与赚幅增加，我们将2025至2026财年盈利分别上调4.9%和8.6%。

该公司管理层有信心身分证和护照解决方案能获得续约。该公司还参与了价值约2000万令吉的自动门及维护自动清关系统竞标。由于政府希望提高低风险国家的出入境速度，预计自动门解决方案的需求将增加。


该公司正开发人工智能新解决方案，缩短新山边境生物识别摩哆（M-Bike）系统的通关时间。若此提案可行，该公司或获得价值高达1亿令吉的合约。

nick..

这里分享看法与期待。
不同看法也可以。。
至于其他别人以前怎样就放过我们吧！哈！

Nvidia (NASDAQ:NVDA) is a “generational opportunity” that could grow to become 10-15% of the S&P 500 index, Evercore ISI analysts said in a Sunday note.

According to the investment banking firm, Nvidia is not just a semiconductor company but an “ecosystem play” set to lead the age of parallel processing. “driven by an every 15-20 year Tectonic Shift in Computing."

大家早

Nick.. 真有点。。不过没她那么美。。哈！

Hyman..这个季度的季报有太多假期了，所以也别期盼太大。。有些成长也不错了。。

Market focus was squarely on the conclusion of a two-day Fed meeting on Wednesday, where the central bank is widely expected to keep interest rates steady. 

But markets were somewhat optimistic about the Fed flagging potential rate cuts, especially after its peers, particularly the European Central Bank, began trimming rates earlier in June. 

Still, general consensus is that the Fed will only begin cutting rates by September, as the U.S. labor market remains strong and inflation expectations b

2024年6月11日週二 下午11:42

世界銀行上調今年全球經濟增長預測至2.6%，較1月時預測上調0.2個百分點，與去年增長率相同，主要受美國需求強勁帶動。 世銀在最新《全球經濟展望》報告中預測，美國今年經濟增長2.5%，增速與去年持平，較1月時預測大幅上調0.9個百分點。中國今年經濟增長預測4.8%，上調0.3個百分點，主要受惠於出口增長。 世銀估計，明年及後年全球經濟增長率都是2.7%，遠低於新冠疫情前10年3.1%的平均水平，又預測未來幾年利率將是2000-2019年平均水平的兩倍，將抑制經濟增長，增加以美元借貸新興市場國家債務壓力。

 U.S. consumer prices increased by less than expected on an annualized basis in May, suggesting a possible easing in price pressures that could influence how Federal Reserve policymakers see the future path of interest rates.

The Labor Department's consumer price index rose by 3.3% last month, decelerating slightly from 3.4% in April. Economists had predicted that the figure would match April's rate.

U.S. producer prices unexpectedly decreased on a month-on-month basis in May, dragged down in particular by a decline in the costs of gasoline, in the latest sign of cooling inflationary pressures in the world's largest economy.

The producer price index (PPI) for final demand dipped by 0.2% last month, reversing an increase of 0.5% in April, according to Labor Department data. Economists had called for an uptick of 0.1%. 

St as ay 15 Jan 24
希望以下就快有进展。。

High confidence in securing first aerospace IPS project. Management is in the midst of discussion with a European player involving 2 major parts, namely the IPS line for aerospace industry players and aero structure fabrication. The newly-added floor space of 11,000 sq ft, which is currently under renovation and various audits, is mainly to cater for this venture.

等了2年
希望这个project 可以成功赢得合约

Meanwhile, it has set its sight on providing full-range assembly and test solution for insulated-gate bipolar transistor (IGBT) power devices. It has built a prototype for an existing client and the feedback is positive. They are currently tendering for 2 production lines, which will take 2 years to complete. The tender results will be known by 2Q 2024. If successful, it could contribute significantly to the group sales in the future.

芝加哥聯邦儲備銀行總裁古爾斯比表示，本周的經濟數據顯示5月通脹降溫，他仍希望在減息之前見到更多月份錄得良好通脹數據。 古爾斯比表示，在過去的18個月內，當局在降低通脹率方面取得很大進展。而在減息之前，必須見到更多的進展。 他指，聯儲局密切關注經濟的健康狀況、經濟中的痛苦跡象，如貸款拖欠率正在上升，但仍未有達到與經濟衰退相關的水平。 他又指，如果通脹繼續緩解，聯儲局能夠降低利率，這樣聯儲局可能會完全避免經濟衰退。

The S&P 500 and Nasdaq scored record closing highs on Monday as technology shares rallied on enthusiasm over artificial intelligence ahead of this week's economic data and Federal Reserve officials' speeches that could shed light on monetary policy.
The Fed will be able to cut its benchmark interest rate once this year, Philadelphia Fed President Patrick Harker said on Monday, if his economic forecast plays out.

MITI said the growth in exports was mainly due to strong exports of electrical and electronic (E&E) products, palm oil and palm oil-based agriculture products, manufacturing of metal, optical and scientific equipment, and iron and steel products.

"Exports of E&E products sustained positive growth for the second consecutive month.

蘋果公司本月在全球開發者大會（WWDC）推出「Apple Intelligence」，把其整合到iPhone、iPad和Mac的新作業系統中，外界視為AI手機正式開賽。綜合主流機構預測，今年全球AI手機滲透率料介乎11%至16%。分析認為，自WWDC大會後，市場上調iPhone出貨預測，加上AI功能增加高階機型吸引力，利好蘋果供應鏈，料晶片、記憶體、聲學、鏡頭供應商皆可受惠。相比安卓（Android），今年下半年更看好蘋果供應鏈。

分析：安卓欠缺完整軟硬件

同時，高盛表示，可受惠蘋果正面前景的關鍵供應商包括鏡頭廠商大立光、舜宇光學（02382），半導體公司台積電、穩懋，以及聲學公司瑞聲、立訊精密等。

至於安卓供應鏈，伍力恒說，其他品牌的AI投入不及蘋果，而且蘋果的晶片自研、擁有大量用戶數據，其強大的軟件生態涉及平板、電腦、穿戴等眾多設備，在發展AI功能方面更具優勢，故更看好蘋果供應鏈。

he Board of Directors of the Company (“Board”) wishes to announce that the Board had approved the merger of the Nomination Committee and Remuneration Committee into a single committee to be known as the “Nomination and Remuneration Committee” with effect from 24 June 2024.

 

制造业获1949亿投资 外资占85%

投资、贸易和工业部（MITI）与大马投资发展局（MIDA）指出，我国制造业在2023年1月至2024年3月期间获得1949亿令吉的投资，涉及1135个项目，并创造了9万1930个新就业机会。

外国投资贡献了1666亿令吉，占获批投资的85.5%，而国内投资则贡献了283亿令吉，占14.5%。在已批准的所有制造业项目中，来自外国投资的445个项目已落实，金额为376亿令吉，并创造了2万9693个就业机会。

最大的5个投资行业分别为电子与电器（225亿令吉）、机械和设备（93亿令吉）、非金属产品（29亿令吉）、塑料产品（11亿令吉）和金属制品（4亿2750万令吉）。五大吸引外资投资的州属分别是吉打、雪兰莪、槟城、柔佛和马六甲，累积投资额为364亿令吉，占已落实投资的86.7%。