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.
馬來西亞的半導體行業在國家半導體戰略（NSS）推動下迎來增長期，旨在提升該國在全球市場的地位。NSS於2024年5月29日啓動，已成爲投資、貿易和工業部、Dagang NeXchange（DNeX）以及戰略與國際研究學會（ISIS）代表討論的焦點。投資、貿易和工業部表示，馬來西亞目前是全球第六大半導體出口國，渴望躋身第三或第四名，RHb投資銀行Bhd（RHb研究）今日在報告中稱。
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研究爲科技板塊中幾隻股票帶來樂觀情緒。評級包括Coraza集成科技買入，目標價0.62令吉，CTOS Digital爲1.73令吉，Datasonic集團爲0.68令吉，馬來西亞太平洋工業爲38.50令吉，檳傑科達爲5.95令吉，Unisem（M）爲3.93令吉。對Globetronics Technology中性評級，目標價爲0.68令吉，Inari Amertron爲3.06令吉，JHm Consolidation爲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採用三個階段的方式推進半導體價值鏈：增強當前能力，探索新領域，推動創新。各種激勵措施，如投資稅收允許和進口稅例外，將支持這些努力。DNeX通過其SilTerra部門旨在領先晶圓加工，特別是在互補金屬氧化物半導體（CMOS）製造方面，並同時拓展到生命科學和硅光子學。
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.
儘管存在潛力，但供應鏈彈性、成本競爭力和人才獲取等挑戰仍然存在。已推出了像工程、科學和技術合作研究（CREST）這樣的舉措，以解決行業人才短缺問題。還在制定綠色框架，以使該行業符合環境、社會和管理（ESG）標準。
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.
在爲發展支出撥款250億馬來西亞林吉特的財政支持下，NSS旨在將馬來西亞轉變爲半導體行業的全球領導者，儘管消費者需求疲軟和地緣政治緊張局勢等風險仍然存在。
