Malaysia tech sector poised for extended AI-driven bull run into FY27

Malaysia's technology sector is poised for a sustained bull run into the second half (2H) of 2026, supported by accelerating earnings growth, robust order books and stronger factory loadings, RHB Research said.

The firm's analyst Lee Meng Horng said recent ground checks across the technology supply chain reinforced the firm's high-conviction view that the sector remains firmly in an upcycle, which could extend into financial year 2027 (FY27).