Tech Firms To Benefit In Malaysia's Push In Becoming 4th Largest Semicon Exporter
Tech Firms To Benefit In Malaysia's Push In Becoming 4th Largest Semicon Exporter
Despite the potential, challenges such as supply chain resilience, cost competitiveness, and talent acquisition remain. Initiatives like Collaborative Research in Engineering, Science, and Technology (CREST) have been introduced to address talent shortages in the industry. A green framework is also being developed to align the sector with environmental, social, and governance (ESG) standards.Malaysia's semiconductor sector is set for growth under the National Semiconductor Strategy (NSS), which aims to elevate the country in the global market. Launched on 29 May 2024, the NSS has become a focal point of discussions among representatives from the Ministry of Investment, Trade and Industry (MITI), Dagang NeXchange (DNeX), and the Institute of Strategic and International Studies (ISIS). MITI reported that Malaysia is currently the sixth-largest semiconductor exporter globally, with aspirations to move into the third or fourth positions, as cited by RHB Investment Bank Bhd (RHB Research) in their report today.
马来西亚的半导体行业在国家半导体战略（NSS）推动下迎来增长期，旨在提升该国在全球市场的地位。NSS于2024年5月29日启动，已成为投资、贸易和工业部、Dagang NeXchange（DNeX）以及战略与国际研究学会（ISIS）代表讨论的焦点。投资、贸易和工业部表示，马来西亚目前是全球第六大半导体出口国，渴望跻身第三或第四名，RHb投资银行Bhd（RHb研究）今日在报告中称。
RHB Research has given optimism for several stocks in the technology sector. Ratings include Buy for Coraza Integrated Technology with a target price of RM0.62, CTOS Digital at RM1.73, Datasonic Group at RM0.68, Malaysian Pacific Industries at RM38.50, Pentamaster Corp at RM5.95, and Unisem (M) at RM3.93. Neutral ratings have been given to Globetronics Technology at RM0.68, Inari Amertron at RM3.06, and JHM Consolidation at RM0.52.
RHb研究为科技板块中几只股票带来乐观情绪。评级包括Coraza集成科技买入，目标价0.62令吉，CTOS Digital为1.73令吉，Datasonic集团为0.68令吉，马来西亚太平洋工业为38.50令吉，槟杰科达为5.95令吉，Unisem（M）为3.93令吉。对Globetronics Technology中性评级，目标价为0.68令吉，Inari Amertron为3.06令吉，JHm Consolidation为0.52令吉。
The NSS employs a three-phase approach to advance the semiconductor value chain: enhancing current capabilities, exploring new frontiers, and driving innovation. Various incentives, such as investment tax allowances and import duty exemptions, will support these efforts. DNeX, through its SilTerra division, aims to lead in wafer processing, particularly in complementary metal-oxide semiconductor (CMOS) fabrication, while also expanding into life sciences and silicon photonics.
NSS采用三个阶段的方式推进半导体价值链：增强当前能力，探索新领域，推动创新。各种激励措施，如投资税收允许和进口税例外，将支持这些努力。DNeX通过其SilTerra部门旨在领先晶圆加工，特别是在互补金属氧化物半导体（CMOS）制造方面，并同时拓展到生命科学和硅光子学。
Despite the potential, challenges such as supply chain resilience, cost competitiveness, and talent acquisition remain. Initiatives like Collaborative Research in Engineering, Science, and Technology (CREST) have been introduced to address talent shortages in the industry. A green framework is also being developed to align the sector with environmental, social, and governance (ESG) standards.
尽管存在潜力，但供应链弹性、成本竞争力和人才获取等挑战仍然存在。已推出了像工程、科学和技术合作研究（CREST）这样的举措，以解决行业人才短缺问题。还在制定绿色框架，以使该行业符合环境、社会和管理（ESG）标准。
With a fiscal support allocation of MYR25 billion for development expenditure, the NSS aims to transform Malaysia into a global leader in the semiconductor industry, although risks such as softer consumer demand and geopolitical tensions persist.
在为发展支出拨款250亿马来西亚林吉特的财政支持下，NSS旨在将马来西亚转变为半导体行业的全球领导者，尽管消费者需求疲软和地缘政治紧张局势等风险仍然存在。
