BFM 89.9
The Business Station
Malaysia's Exposure To The AI Stock Sell-Off
9 mins·07:30, 20 Oct 2026
Malaysia's Exposure To The AI Stock Sell-Off
9 mins
·
07:30, 20 Oct 2026
·
Recommended
1 min
48 mins
38 mins
Guest: Peter Lim, Chief Research Officer, Trident Analytics
Malaysia's tech stocks just had a rough week as a global AI sell-off spooked investors. The worry centres on how AI infrastructure is being financed, with CoreWeave's borrowing costs surging and questions mounting over whether debt-funded data centre spending can keep going. If that cycle slows, the question is how hard Malaysia's semiconductor supply chain gets hit, and how fast.
Peter Lim, Chief Research Officer at Trident Analytics, breaks down the one financing detail he says actually matters for judging how risky this debt really is, and why he still isn't expecting a broader slowdown despite the volatility.
He walks through which part of Malaysia's chip industry sits closest to the AI action, and which sits furthest from it.
Along the way: why he thinks local tech valuations look expensive on one measure and attractive on another, and what that tension means for investors deciding whether to buy the dip.
Image Credit: Shutterstock
Presenter: Roshan Kanesan, Richard Bradbury, Keith Kam
Producer: Roshan Kanesan
Share:
Recommended
Oct 20
·
1 minWhen Wealth Becomes More Than Money
Oct 20
·
48 minsWould You Go Into Business With Your Family?
Oct 20
·
38 minsTop 5 at 5: Sabah Pan Borneo Highway Delayed Yet Again
Recent episodes
0
Latest stories
Podcasts · Oct 20 · 11:45PM
When Wealth Becomes More Than Money
1 min
Podcasts · Oct 20 · 1 min
When Wealth Becomes More Than Money
Podcasts · Oct 20 · 10:00AM
Would You Go Into Business With Your Family?
48 mins
Podcasts · Oct 20 · 48 mins
Would You Go Into Business With Your Family?
Podcasts · Oct 20 · 9:00AM
Top 5 at 5: Sabah Pan Borneo Highway Delayed Yet Again
38 mins
Podcasts · Oct 20 · 38 mins
Top 5 at 5: Sabah Pan Borneo Highway Delayed Yet Again