(Kuala Lumpur Comprehensive) The United States has continuously tightened the exports of chips and related technology in China. Malaysia has become an unexpected winner in this Sino -American chip war, and gradually becomes a semiconductor supply chain back -end sealing town.
According to data from the McKinsey Global Research Institute, 9%of the global chip in 2022 came from Malaysia, with a total value of about $ 102 billion (about S $ 136 billion), ranking fourth in the world.Singapore ranks 6%of the global chip imports, with a total value of about 66 billion US dollars.
The strength of the Malaysia country in the global semiconductor supply chain is a semiconductor and testing, which accounts for about 13%in the global semiconductor semiconductor semiconductor semiconductor testing market, attracting the investment of the United States Intel and Micron and Germany's British Fei Ling.About 20 % of the United States each year from Malaysia, surpassing the amount imported from Taiwan, Japan, South Korea or Singapore.
Intel is spent $ 7 billion to build a new factory in Penang, including the 3D advanced packaging factory completed this year, and the assembly and testing factory that will be assembled and tested by another chip building in Kedahko Linjian in Penang.Micron opened the second assembly and test plant in Penang last year, while Yingfei Ling plans to spend $ 5.4 billion in expansion in the next five years.
In addition, Nvidia, the world's leading artificial intelligence chip manufacturer, is working with Malaysia Yang Zhongli Group to develop artificial intelligence cloud and super computer center in Johor, Johor.Others such as Dezhou Instruments, Ericsson, Bosch and Panlin Group have also expanded their business in Malaysia.
When the chip war between the United States and China is in the ascendant, Southeast Asian countries such as Malaysia, Singapore, Thailand and Vietnam have become new bases considering a large semiconductor factory.Global giants have set up factories in Malaysia that Malaysia has the advantage of one step in this regard.
The Minister of Investment and Trade and Trade of Malaysia said: "The United States and European companies, and even Chinese companies want to be diversified outside China,"
He said that the main reason is to avoid US sanctions. This is a "China plus one" strategy, that is, investing in China, but also looking for a place where decentralized risks.
The Austrian Semiconductor President Astonmel said that Malaysia's experience in semiconductor production was the main reason for the establishment of a factory in Malaysia."They know the needs of the semiconductor industry, and they have mature ecosystems in terms of university, education, labor and supply chain." He said that government support is also the reason why government support is attracting them.
He said that another reason for investing in the Malaysian Kingdom is that "after 20 years of investment in China, we need to diversify business in business." Ost specifically produced high -end print circuit boards and carrier boards, which is for artificial intelligence for artificial intelligence.And the foundation of advanced electronic components with motivation with supercomputers.
Intel is building the world's first advanced 3D chip to pack overseas factories in Malaysia. Tong Yijuan, vice president and managing director of Intelma State, said: "When you introduce cutting -edge technology, you will have a chain reaction and attract dozens of related new models.Enterprises, and help improve the overall skills of labor. "
