Inari Amertron is trading 5% up today at $2.28 as investors look toward a potential FY2027 recovery in RF and datacom photonics, supported by AI-driven optics demand and new smartphone cycles.
- Markets are prioritizing long-term growth in radio frequency (RF) and datacom segments over a projected weak FY2026, fueled by expectations for AI-related optics demand.
- The stock is benefiting from a broader 3% rebound in global semiconductor ETFs, which has improved sentiment across the Malaysian technology sector following recent selloffs.