{"id":10032,"date":"2025-04-18T05:37:54","date_gmt":"2025-04-18T05:37:54","guid":{"rendered":"https:\/\/www.itasean.org\/?p=10032"},"modified":"2025-04-18T05:37:58","modified_gmt":"2025-04-18T05:37:58","slug":"il-ruolo-chiave-della-malaysia-sui-chip","status":"publish","type":"post","link":"https:\/\/www.itasean.org\/en\/il-ruolo-chiave-della-malaysia-sui-chip\/","title":{"rendered":"Malaysia\u2019s Key Role in the Chip Industry"},"content":{"rendered":"

In addition to seeking to attract the operations of leading multinational corporations in the sector, Malaysia also aims to strengthen its internal entrepreneurial fabric.<\/em><\/h2>\n\n\n\n

By Emanuele Ballestracci<\/p><\/blockquote>\n\n\n\n

Semiconductors lie at the heart of the contemporary digital economy. They are essential for powering advanced technologies such as smartphones, artificial intelligence, electric vehicles, and critical infrastructure. The global semiconductor market reached a value of $627 billion in 2024 and is expected to surpass $1 trillion by 2030, establishing itself as one of the pillars in the technological competition among global powers.<\/p>\n\n\n\n

The economic and strategic importance of these components is amplified by their military implications, making them a critical point in the rivalry between the United States and China. For both governments, maintaining\u2014or acquiring\u2014technological supremacy is considered crucial, particularly in the long term. This awareness has triggered a major restructuring of global production chains, driven especially by U.S. policies aimed at preserving a comparative advantage. Until just a few years ago, Chinese companies were a central hub in the production process, but that position is now being challenged due to measures taken by Washington to hinder Beijing\u2019s technological development in the sector.<\/p>\n\n\n\n

In response, many companies are reorganizing their supply chains, relocating production to areas considered less vulnerable to U.S.-China tensions\u2014such as Southeast Asia and North America\u2014in an attempt to boost operational resilience. In this context, one of the most surprising\u2014and previously underestimated\u2014players is Malaysia. The country ranks sixth among global semiconductor exporters, holding 13% of the global market, though still mainly focused on assembly, testing, and packaging stages. This achievement reflects over fifty years of strategic investments and industrial planning.<\/p>\n\n\n\n

Thanks to this solid manufacturing base, Malaysia has now developed a mature industrial ecosystem that is attractive for foreign investment. The government in Putrajaya is decisively pushing for the enhancement of the national tech ecosystem, especially through the creation of tech parks, special economic zones, and development corridors. However, activities remain largely concentrated in low value-added segments, limiting the country\u2019s aspiration to play a leading role in global value chains.<\/p>\n\n\n\n

The recent reshuffling of supply chains has nonetheless created an important opportunity for an upgrade. Malaysia\u2019s strategy aims to move up the value chain and gain access to more sophisticated stages of the production cycle. Putrajaya plans to attract $118 billion in investments by 2030, focusing on well-established hubs like the state of Penang\u2014often referred to as the \u201cSilicon Valley of the East\u201d\u2014which hosts advanced plants, research centers, and innovation labs, and has already received significant investment from leading companies like Intel, Infineon, Lam Research, and Texas Instruments.<\/p>\n\n\n\n

Beyond attracting multinational giants, Malaysia is also committed to strengthening its internal entrepreneurial landscape. The \u201cNational Semiconductor Strategy\u201d launched in 2024 aims to promote the development of local capabilities, making them key players in the country\u2019s technological industrialization. Major initiatives include a $6 billion public investment over ten years and the acquisition of the chip design blueprint from British company ARM. This latter step is particularly significant, as it allows Malaysian companies to access high-tech semiconductor design independently.<\/p>\n\n\n\n

Despite these promising developments, challenges remain. Weaknesses in research and development, coupled with a shortage of qualified human capital, hinder the full realization of the strategic plan. One of the Strategy\u2019s outlined goals is to train 60,000 engineers by 2030\u201410,000 of whom are expected through the ARM partnership\u2014but inadequate university curricula and brain drain present serious obstacles. The so-called \u201cbrain drain,\u201d driven by higher salaries and better career prospects abroad\u2014particularly in Singapore\u2014remains one of the most pressing issues. Moreover, Malaysia's limited technological capabilities and the intense competition from giants such as Nvidia, Qualcomm, and ARM itself make market entry under favorable conditions quite difficult.<\/p>\n\n\n\n

Finally, Malaysia will need to continue carefully balancing its relationships with the United States and China to ensure the continuity of Western investments without jeopardizing its economic ties with Beijing, its main trading partner. One of Malaysia\u2019s traditional strengths has been its ability to practice strategic ambiguity, which has thus far allowed it to avoid being caught in the superpower rivalry. However, escalating tensions between Washington and Beijing are making this balance increasingly precarious. A clear example is the recent alleged shipment of Nvidia chips from Malaysia to China. This sparked a strong reaction from the United States, which had imposed export restrictions on advanced semiconductors to China in 2022. In response, Putrajaya has intensified controls and launched investigations into some companies involved, whose names have not been disclosed.<\/p>\n\n\n\n

In an increasingly unstable global context, Malaysia\u2019s ability to consolidate its role in the semiconductor sector will thus depend on its capacity to capitalize on the opportunities created by the restructuring of global value chains, address its structural weaknesses, and maintain its \u201cneutrality\u201d in the context of the U.S.-China rivalry.<\/p>","protected":false},"excerpt":{"rendered":"

Oltre a voler attirare le attivit\u00e0 delle multinazionali leader nel settore, la Malaysia punta anche a rafforzare il proprio tessuto imprenditoriale interno Di Emanuele Ballestracci I semiconduttori rappresentano il fulcro dell\u2019economia digitale contemporanea, indispensabili per alimentare tecnologie avanzate come smartphone, intelligenza artificiale, veicoli elettrici e infrastrutture critiche. Il valore del loro mercato mondiale ha raggiuntoContinue reading<\/a><\/p>","protected":false},"author":12,"featured_media":10033,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"0","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":[],"_tribe_ticket_has_attendee_info_fields":false,"_EventAllDay":false,"_EventTimezone":"","_EventStartDate":"","_EventEndDate":"","_EventStartDateUTC":"","_EventEndDateUTC":"","_EventShowMap":false,"_EventShowMapLink":false,"_EventURL":"","_EventCost":"","_EventCostDescription":"","_EventCurrencySymbol":"","_EventCurrencyPosition":"","_EventDateTimeSeparator":"","_EventTimeRangeSeparator":"","_EventOrganizerID":[],"_EventVenueID":0,"_OrganizerEmail":"","_OrganizerPhone":"","_OrganizerWebsite":"","_VenueAddress":"","_VenueCity":"","_VenueCountry":"","_VenueProvince":"","_VenueZip":"","_VenuePhone":"","_VenueURL":"","_VenueStateProvince":"","_VenueLat":"","_VenueLng":""},"categories":[512,169],"tags":[],"yoast_head":"\nIl ruolo chiave della Malaysia sui chip - Associazione Italia Asean<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.itasean.org\/en\/il-ruolo-chiave-della-malaysia-sui-chip\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Il ruolo chiave della Malaysia sui chip - Associazione Italia Asean\" \/>\n<meta property=\"og:description\" content=\"Oltre a voler attirare le attivit\u00e0 delle multinazionali leader nel settore, la Malaysia punta anche a rafforzare il proprio tessuto imprenditoriale interno Di Emanuele Ballestracci I semiconduttori rappresentano il fulcro dell\u2019economia digitale contemporanea, indispensabili per alimentare tecnologie avanzate come smartphone, intelligenza artificiale, veicoli elettrici e infrastrutture critiche. 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