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.
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