CGS International

Analysts see risk-fraught recovery for Malaysia’s technology sector in 2026

Analysts have foreseen risk-fraught recovery for Malaysia's technology sector in 2026, despite positive global growth tailwinds and improving second half (2025) revenue growth momentum amongst domestic backend players.

CGS International sees potential downside risks to Malaysia’s technology sector earnings

CGS International said Tuesday that the potential trade and industry policy changes under newly elected US President Trump, headwinds from Malaysian Ringgit’s strengthening against the US dollar, as well as muted demand recovery for consumer electronics, could lead to downside risks to Malaysia's technology sector earnings.