PETALING JAYA: Malaysian semiconductor companies are unlikely to suffer major disruptions to their operations in a worst-case scenario where the whole semi supply chain is divided between the US and China, according to AllianceDBS Research.
“For Inari Amertron Bhd and Globetronics Technology Bhd (GTB), their main sales contributions are largely driven by the US and South Korean smartphone manufacturers, whose key components are either already supplied by, or substitutes are available from non-Chinese suppliers.
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