Maybank IB Research said it saw limited direct impact from potential AI-related chip export curbs by the United States.
PETALING JAYA: The potential curbing of artificial intelligence (AI)-related chip exports by the United States is expected to have a limited impact on Bursa Malaysia’s technology index.
In a research note, Maybank Investment Bank (Maybank IB) Research pointed out that the divergence in growth prospects between the electronics manufacturing services (EMS) and semiconductor sub-sectors stems from differing levels of exposure to AI and data centre trends.
