Tech Stocks Under Pressure Amid Global Chip Demand Concerns, Energy Sector Strong

February 7, 2026
Sector Analysis
Bloomberg

Malaysian technology stocks fell 2.5% this week due to uncertain global chip demand outlook. In contrast, the energy sector performed strongly, gaining 1.8%, boosted by rising oil prices and anticipated regional demand.

The Malaysian technology sector underperformed this week, with the FBM Technology Index declining by 2.5%, primarily due to uncertainties surrounding global semiconductor demand. Despite the ongoing AI boom, concerns over slowing consumer electronics demand persisted, leading to cautious investor sentiment towards tech stocks. In contrast, the energy sector demonstrated resilience, with the FBM Energy Index gaining 1.8%. International oil prices (Brent crude) stabilised above US$82 per barrel, coupled with expectations of increased energy demand from recovering regional economic activities, boosted shares of energy-related companies, including Petronas Gas. Analysts anticipate continued volatility for tech stocks until broader macroeconomic conditions improve, while energy stocks may maintain their upward momentum in the near term.
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