Technology Sector Faces Profit-Taking Pressure Amid Mixed Semiconductor Outlook

February 5, 2026
Sector Analysis
The Edge Markets

Malaysia's technology index declined by 1.2% as investors engaged in profit-taking following recent gains. Short-term uncertainties in semiconductor demand, despite an optimistic long-term outlook, contributed to the sell-off. Key players like Inari Amertron and Vitrox were among the decliners, reflecting a cautious sentiment within the sector.

On February 5, 2026, Malaysia's Technology Index declined by 1.2%, making it one of the worst-performing sectors. Following strong gains in late 2025 and early 2026, investors opted for profit-taking, especially amidst mixed signals from the global semiconductor industry outlook. While long-term demand for Artificial Intelligence (AI) and 5G technologies remains robust, there is short-term uncertainty regarding the pace of recovery in smartphone and PC markets. Key decliners included Inari Amertron Bhd (down 1.5%) and Vitrox Corp Bhd (down 1.8%). Analysts advise investors to focus on specific companies with strong order books and innovative capabilities rather than a broad sector rally.
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