Political instability is now structural, not temporary. The 2026 state elections accelerated a multi-polar fracture: UMNO may be reviving, PH is cracking from within, and PAS is gaining ground despite its own divisions. No coalition can plan for ten years when it may not survive the next vote. The next general election looms by 2027.
The 2026 Investor Day of icapital.biz Berhad
Listen. Understand. Invest.
31 OCT 2026 (SAT)
14:30 – 17:30
1 NOV 2026 (SUN)
08:45 – 18:00
VENUE
KL Convention Centre
Programme
Day 1 · Saturday, 31 October14:30 – 17:30
Waking up to a Malaysia we won't recognise?
With AI/Semiconductor at the core, what will Malaysia's future be — in politics, economics, business and society?
Tan Teng Boo (MD, Capital Dynamics)
Malaysia has always survived on careful checks and balances — ethnic, cultural, political, economic. Those balances are cracking. And into the cracks, the AI revolution is arriving at full speed.
On Saturday, Day 1 of 2026 Investor Day, Tan Teng Boo delivers the talk no one else in this country dare, can — or will — give.
His frank message is simple, yet unsettling: AI is not just another technology wave. It is a magnifying glass on everything already broken. Race, religion, education, inequality, governance — the cracks we have papered over for decades will snap into a fault line under the AI revolution. Can Malaysia and Malaysians survive the rupture, or will we be shattered by it?
As the AI revolution evolves from generative to agentic to physical, Tan Teng Boo will expose its unprecedented impact across Malaysia's four foundational pillars.
Malaysia's four foundational pillars
Political instability is now structural, not temporary. The 2026 state elections accelerated a multi-polar fracture: UMNO may be reviving, PH is cracking from within, and PAS is gaining ground despite its own divisions. No coalition can plan for ten years when it may not survive the next vote. The next general election looms by 2027.
Almost 4 in 10 graduates are working in jobs that do not need their degrees. Wages have been flat. The gig economy is the early warning: 1.64 mln workers, over half earning below RM1,500, most with zero safety net. The human resources minister warns up to 697,000 jobs could disappear within three to five years. And when they do — who pays? You.
For business owners and CEOs, the reality is brutal: AI will not kill your business. But a competitor using AI will. The question is no longer whether you can afford to adopt AI — it is whether you can afford to be left behind. What do you do?
Its foundation is crumbling. Malaysia's 15-year-olds scored 397 in Maths in PISA 2025 — a 43-point drop since 2018, even lower than in 2010. About two-thirds of them cannot use Maths in everyday life. The E&E sector faces a 50,000-engineer shortage. Meanwhile, young Malaysians are searching online for trust and meaning as they face anxieties over climate change, economic uncertainty, and conflict. And as the Sultan of Perak warns, algorithms now "preach" more persuasively than religious leaders. Extremists are exploiting this void, weaponising scripture at machine speed.
Almost 4 in 10 graduates are working in jobs that do not need their degrees. Wages have been flat. The gig economy is the early warning: 1.64 mln workers, over half earning below RM1,500, most with zero safety net. The human resources minister warns up to 697,000 jobs could disappear within three to five years. And when they do — who pays? You.
For business owners and CEOs, the reality is brutal: AI will not kill your business. But a competitor using AI will. The question is no longer whether you can afford to adopt AI — it is whether you can afford to be left behind. What do you do?
Its foundation is crumbling. Malaysia's 15-year-olds scored 397 in Maths in PISA 2025 — a 43-point drop since 2018, even lower than in 2010. About two-thirds of them cannot use Maths in everyday life. The E&E sector faces a 50,000-engineer shortage. Meanwhile, young Malaysians are searching online for trust and meaning as they face anxieties over climate change, economic uncertainty, and conflict. And as the Sultan of Perak warns, algorithms now "preach" more persuasively than religious leaders. Extremists are exploiting this void, weaponising scripture at machine speed.
This is the Malaysian terrain on which the AI revolution lands. Not a stable, reforming Malaysia — but a fractured and politically volatile one.
On this consequential Saturday afternoon, Tan Teng Boo will confront you with questions no one dares to ask, to prepare you for a world where the AI revolution creates a new world.
You will leave with questions that keep you up at night. The answers may determine your next decade.
Questions no one dares to ask
- The 16GE could be the first manipulated by AI, will you know? And if you know, will you accept the result?
- When Singapore gets Waymo, Thailand gets Tesla FSD, what happens to our gig workers?
- Should your children still go to university?
- Will the AI revolution harm the survival of human beings? And more.
Seats are limited. The future isn't.
Day 2SUNDAY, 1 NOVEMBERTwo parallel tracks
TRACK 1
SUNDAY, 1 NOVEMBER
TimeSessionSpeaker
08:45 – 09:00
Opening Address
AI, Semiconductors & the Investor Day
Two forces reshaping businesses, economies and the world. Where are they taking us?
Tan Teng Boo (MD, Capital Dynamics)
09:00 – 09:45
China's Semiconductor Ecosystem and Outlook, Plus One Case Study
Will China succeed in developing her own semiconductor ecosystem?
Semiconductor Analysts from Capital Dynamics, Led by Teng Boo
09:45 – 10:25
Coraza Integrated
The Precision Backbone of the Semicon Boom
Coraza builds the critical frames and structures behind semicon equipment. As global supply chains demand uncompromising accuracy, could this Malaysian firm be a gateway to the semicon boom?
Lim Teik Hoe (MD)
10:25 – 10:45
Hibiscus Petroleum
Oil and Gas Production and Development
Is Hibiscus's growth momentum resilient enough to outlast elevated oil prices?
10:45 – 11:25
3REN
A Critical Link in Smart Semicon Manufacturing
From post-silicon validation to factory automation: as the demand for flawless, high-speed chip production surges, is 3REN the essential bridge to the next generation of semiconductor manufacturing?
Koh Dim Kuan (CEO)
11:25 – 12:05
Edelteq
The Unsung Force in IC Assembly and Testing
Behind every chip that passes QC, Edelteq engineers the burn-in boards, consumables, and test equipment that make IC assembly possible — and with revenue up over 200%, this Bukit Mertajam player is stepping out of the shadows. What has it been building behind the scenes?
Chin Yong Keong (CEO)
12:05 – 13:05
Lunch
13:05 – 13:35
Building Long-Term Value With icapital.biz Berhad
Value investing in an AI world and a dividend policy that mathematically guarantees a payout every year. How can share owners benefit from icapital.biz Bhd?
Teng Boo and Analysts from Capital Dynamics
13:35 – 14:15
Aemulus
The Small Tester in a Big AI Story
After 20 years in smartphone testing, can Aemulus successfully pivot to advanced testing to capture the AI boom?
Wong Shee Kian (CTO)
14:15 – 14:55
Kelington Group
Is Its Global Chapter Just Beginning?
Kelington has emerged as the engineering backbone of the semicon boom, delivering critical UHP gas systems and turnkey fabs globally. Backed by a record tender book and its biggest-ever Indian contract, is the group's global ascent only just beginning?
Lim Seng Chuan (CEO)
14:55 – 15:05
Break
15:05 – 16:10
Mi Technovation
True Potential Only Just Being Unlocked?
From die sorting to AI vision inspection, Mi Technovation powers advanced semiconductor packaging. With semiconductor materials and a new chip business, find out why this Penang-founded group's global potential is only starting.
Oh Kuang Eng (Group CEO)
16:30 – 18:00
Keynote Presentation
AI, Semiconductors and Investment Outlook
What do AI and the semiconductor boom mean for Malaysia's economy and the KL stock market? How long can the rally in NASDAQ last? How will shareowners of icapital.biz Bhd benefit from AI and semiconductors? Tan Teng Boo answers in the accurate and lively way only he can.
Tan Teng Boo (MD, Capital Dynamics)
TRACK 2
SUNDAY, 1 NOVEMBER
TimeSessionSpeaker
09:00 – 09:30
Trading Semicon Stocks
Knowing a good semicon company is one thing. Knowing how to trade them is another.
Investment Analysts from Capital Dynamics
09:30 – 10:10
Is Investing in a Plantation Company the Same as a Semicon Company?
Different businesses. Different cycles. Surprisingly similar lessons.
Investment Analysts from Capital Dynamics
10:10 – 10:30
Coffee Break
10:30 – 11:10
From Boom to Bottleneck
Inside the AI-Semiconductor Cycle
How AI became the driver of the semiconductor boom — driving breakthroughs, creating bottlenecks and opportunities.
Tan Mun Lin (Deputy Group CEO, Capital Dynamics)
11:10 – 11:50
Dato' Seri Wong's Epic Journey: From Intel to Malaysia's Semiconductor Powerhouse
Malaysia's semiconductor story began in 1972. Learn from a respected industry veteran who has lived through much of it.
Dato' Seri Wong Siew Hai (President, MSIA)
11:50 – 12:40
Building Long-Term Value with icapital.biz Berhad
Value investing in an AI world and a dividend policy that mathematically guarantees a payout every year. How can share owners benefit from icapital.biz Bhd?
Analysts from Capital Dynamics
12:40 – 13:40
Lunch
13:40 – 14:30
National Semiconductor Strategy and 2 Semicon Ecosystems
US restrictions and sanctions pushed China to build her own semiconductor ecosystem, accelerating the rise of a 2nd ecosystem alongside the US-led one. As both ecosystems expand in parallel, where does Malaysia fit?
Investment Analysts of Capital Dynamics, Led by Teng Boo
14:30 – 15:15
Data Centres: The Necessary Evil Powering the AI Revolution
AI runs on data centres, and data centres run on staggering amounts of power. As the AI boom reshapes demand for electricity, cooling and infrastructure, where are the real investment opportunities?
Analysts from Capital Dynamics
15:15 – 15:35
Coffee Break
15:35 – 16:20
Live Showcase of AI Conducting Job Interviews
Your next job interviewer may not be human. Watch how AI conducts one live interview on stage.
Agnes Wun (CEO, Neufast)
Stay tuned for more.
* Programme is subject to change
Speakers
View full profile (by clicking image)
** Ordered alphabetically by surname
Commitment Fee
Day 1
FREE
Day 2
a. Standard Ticket
If you do not need the professional points and digital certificate.
RM80*
Regular Price (until 10 Oct)
RM200*
Last Minute Price
Day 2
b. Professional Ticket
We will be applying for SIDC CPE and MFPC CPD points.
With minimum 8-hour participation on Day 2.
RM200*
*Excluding 8% Service Tax (SST). 8% SST is applied in compliance with the Royal Malaysian Customs Department regulations, effective 01 October 2025. Click for info.
Seats are limited and available on a first-come-first-serve basis.
Sponsors
main
premium
standard
Partners
University Partner
Event Venue
West Wing, 3rd Floor, Conference Halls, Kuala Lumpur Convention Centre
Kuala Lumpur City Centre, 50088 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur
Car Park
For more information, click here.
Public Transport
Participants are encouraged to use the light rail transit (LRT) to get to the Kuala Lumpur Convention Centre (KLCC LRT Station).
KLCC LRT Station is part of the Kelana Jaya LRT line. You may refer to the LRT route map for more information.
Loading map...