PETALING JAYA: Malaysian semiconductor companies’ margins in 2022 are expected to remain fairly stable despite the rising cost environment, as the structural shift towards a higher margin portfolio and advanced packages will help to alleviate inflationary cost pressures, according to CGS-CIMB Research.
The research house expects Inari Amertron Bhd
, Malaysian Pacific Industries Bhd (MPI) and Pentamaster Corp Bhd to see stronger sales growth in the automotive segment underpinned by structural shifts towards electrification, advanced driver assist, safety and connectivity, in spite of near-term challenges from prolonged supply chain disruption, lack of human capital and longer equipment lead times.
