Activity 4 Understanding Semiconductors – A Guided Research Trip with Teng Boo

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Time & Location

Date: 21 April 2025 (Monday)
Time: 8:30AM – 1:00PM
Venue: JF Technology HQ, Kota Damansara

Before the visit, I took the time to read the company’s annual report, which gave me a general sense of its operations and financial performance. However, I must admit that my knowledge of the semiconductor industry was quite limited—apart from an appreciation of its critical role in powering the modern world.

That changed significantly during the visit. The presentation by Mr. Tan Teng Boo provided a valuable introduction to the semiconductor landscape. His clear breakdown of the complex global supply chain and the major players within it helped me better understand where this company fits in and how the industry functions as a whole.

The factory tour itself was equally insightful. Mr. Lee, the Chief Operating Officer, walked us through the company’s core activities and explained its business model in a way that made even the more technical aspects accessible. Seeing the operations firsthand added a new dimension to my understanding, complementing the information I had gathered from the annual report.

Overall, the visit deepened my appreciation for the intricacies of the semiconductor industry and gave me a clearer picture of the company’s role within it. It was an eye-opening and educational experience.

- Goh Ser Heng, Committee of ICAP Fan Club
25 April 2025

A special thank you to the team at JF Technology Berhad for generously hosting us and offering such valuable insights into the semiconductor industry.

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icapital.biz Berhad (stock code: 5108) is a closed-end fund listed on the Main Market of Bursa Malaysia since 2005.

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