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Market Daily Report: Bursa Malaysia Extends Uptrend For Third Day On Renewed Buying Interest

KUALA LUMPUR, April 25 (Bernama) -- Bursa Malaysia extended its uptrend for a third consecutive day on Friday, closing higher on renewed buying interest amid positive regional market performance due to potential de-escalating US-China trade tensions. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 2.68 points, or 0.18 per cent, to 1,509.20 from Thursday’s close of 1,506.52. The benchmark index opened 5.12 points better at 1,511.64, and moved between 1,505.68 and 1,512.29 throughout the day. Market breadth was positive, with advancers beating decliners 651 to 325, while 434 counters were unchanged, 1,047 untraded, and 39 suspended. Turnover improved to 3.10 billion units valued at RM1.95 billion against Thursday’s 3.08 billion units valued at RM2.14 billion.   
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TSMC Faces Potential $1B+ U.S. Fine Over Huawei AI Chip

 Key Highlights:

  • Investigation: U.S. Commerce Dept is probing $TSMC (TSM.US) for allegedly making chips for Sophgo, a Chinese firm whose AI chip matched Huawei’s Ascend 910B — potentially violating U.S. export controls.

  • Penalty Scope: TSMC could face fines of up to $1 billion or more, with rules allowing for double the transaction value on violations.

  • U.S. Restrictions: Huawei is on the Entity List, meaning U.S. tech — even indirectly — cannot support its chip supply chain.

  • 3 Million Chips: TSMC reportedly produced nearly 3 million chips tied to the Huawei-design processor.

  •  Enforcement:

    • Commerce Sec. Howard Lutnick: “Dramatic increase in enforcement”

    • Under Secretary Jeffrey Kessler: “Strong enforcement” is a “huge concern”

  • TSMC Response:

    • Says it ceased Huawei supply since Sept 2020

    • Cooperating fully with the investigation

    • Suspended shipments to Sophgo after a TechInsights teardown in 2023 revealed TSMC silicon in Huawei’s AI chip

 Why It Matters:

  •  Huawei’s Ascend 910B is one of China’s most advanced AI chips.

  •  If proven, the case highlights how tightly intertwined global chip supply chains are, even under export control regimes.

  •  Comes amid Trump’s 32% tariff on Taiwan, with semiconductors potentially next.

  •  U.S. wants to onshore critical chipmaking while increasing penalties for violations.

 TSMC Stock
 Down 3.28% amid news
📍 Potential overhang for U.S.-Taiwan chip diplomacy

Would you like a simple breakdown of how U.S. export controls on chips work and what this means for AI development in China?

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