About this Event
Back in the 2023 Investor Day, Capital Dynamics CEO Tan Teng Boo turned bullish on KLSE long before the semiconductor boom took hold, citing two pivotal catalysts: policy clarity under the Anwar administration and Malaysia’s fast-growing semiconductor ecosystem. His thesis has proven remarkably prescient.
Fast forward to 2026: semiconductor exports now account for 35.5% of Malaysia’s total Jan-Jun exports, surging from just 27.6% in 2025. While the FBM KLCI has climbed steadily, semiconductor counters have delivered impressive returns.
Dubbed “something of a prophet”, Tan Teng Boo will unpack how the AI revolution supercharges the semiconductor value chain and unveil his latest long-term outlook for the FBM KLCI — building on his landmark 2023, 2024 & 2025 bullish market forecasts.
Whether AI is a fleeting trend or a generational revolution, its impact on your portfolio, career and business are undeniable. Get first-hand expert analysis and industry leaders live at KLCC.
Day 1
🕑: 02:30 PM - 05:30 PM
Special Presentation
Host: Tan Teng Boo, MD of Capital Dynamics
Day 2 Track 1
🕑: 08:45 AM - 09:00 AM
OPENING ADDRESS
Host: Tan Teng Boo, MD of Capital Dynamics
🕑: 09:00 AM - 09:45 AM
INSIDE CHINA'S CHIP
Host: Semiconductor Analysts, Capital Dynamics
Info: China's Semiconductor Ecosystem, 1 Case Study, and Outlook
🕑: 09:45 AM - 10:25 AM
CORAZA INTEGRATED TECHNOLOGY
Host: Mr Lim Teik Hoe, Managing Director
🕑: 10:25 AM - 10:45 AM
SPONSOR SPOTLIGHT (COFFEE BREAK SLOT)
🕑: 10:45 AM - 11:25 AM
EDELTEQ HOLDINGS
Host: Mr Chin Yong Keong, CEO
🕑: 11:25 AM - 12:05 PM
INDUSTRY PRESENTATION
🕑: 12:05 PM - 01:05 PM
LUNCH
🕑: 01:05 PM - 01:35 PM
BUILDING LONG TERM VALUE WITH ICAPITAL.BIZ BERHAD
Host: Capital Dynamics
🕑: 01:35 PM - 02:15 PM
AEMULUS
Host: Mr Wong Shee Kian, CTO
🕑: 02:15 PM - 02:55 PM
KELINGTON GROUP
Host: Mr Lim Seng Chuan, CEO
🕑: 02:55 PM - 03:15 PM
SPONSOR SPOTLIGHT (COFFEE BREAK SLOT)
🕑: 03:15 PM - 04:00 PM
MI TECHNOVATION
Host: Mr Oh Kuang Eng, Group CEO
🕑: 04:00 PM - 04:30 PM
SEMICONDUCTOR OVERVIEW
🕑: 04:30 PM - 06:00 PM
KEYNOTE PRESENTATION: WHAT DOES TAN TENG BOO THINK OF THE MARKET AND ECONOMY?
Host: Tan Teng Boo, MD of Capital Dynamics
Day 2 Track 2
🕑: 09:00 AM - 09:45 AM
IS INVESTING IN A PLANTATION COMPANY THE SAME AS A SEMICON COMPANY?
Host: Investment Analysts, Capital Dynamics
🕑: 09:45 AM - 10:05 AM
SPONSOR SPOTLIGHT (COFFEE BREAK SLOT)
🕑: 10:05 AM - 10:50 AM
THE CHIP INSIDE EVERYTHING: SEMICONDUCTORS 101
Host: Tan Mun Lin, Deputy Group CEO of Capital Dynamics
🕑: 10:50 AM - 11:40 AM
BUILDING LONG TERM VALUE WITH ICAPITAL.BIZ BERHAD
Host: Capital Dynamics
🕑: 11:40 AM - 12:40 PM
LUNCH
🕑: 12:40 PM - 01:30 PM
CHIP WAR OR CHIP OPPORTUNITY? MALAYSIA BETWEEN TWO GIANTS
Host: Investment Analysts, Capital Dynamics
Info: NSS and 2 Semicon Ecosystems
🕑: 01:30 PM - 02:30 PM
MEMORY AND STORAGE
🕑: 02:30 PM - 03:15 PM
BUILDING MALAYSIA'S SEMICONDUCTOR INDUSTRY
🕑: 03:15 PM - 03:35 PM
SPONSOR SPOTLIGHT (COFFEE BREAK SLOT)
🕑: 03:35 PM - 04:20 PM
TIMING THE CHIP CYCLE: HOW TO ACTUALLY TRADE SEMICONDUCTOR STOCKS
Host: Investment Analysts, Capital Dynamics
Event venue & nearby stays
West Wing, 3rd Floor, Conference Halls, Kuala Lumpur Convention Centre, 12, Jalan Pinang, Kuala Lumpur, Malaysia
Concerts, fests, parties, meetups — all the happenings, one place.