心智观察所：马来西亚半导体的“冰与火之歌”

Core Insights - Malaysia's Prime Minister Anwar has engaged in discussions with AMD, indicating a strategic partnership that aims to enhance the country's semiconductor industry ecosystem [1][3] - The country is focusing on leveraging its existing advantages in the global semiconductor supply chain while also aiming for upgrades in higher value-added processes [1][3] Industry Position - Malaysia has become the sixth largest semiconductor exporter globally, accounting for 23% of U.S. chip production [3] - The country holds approximately 13% of the global semiconductor packaging and assembly market, with a significant 40% share in automotive-grade chip packaging [3] - In 2023, Malaysia's semiconductor exports exceeded $120 billion, making it the largest source of chip assembly imports for the U.S. [3] - The semiconductor sector contributes 40% of Malaysia's total manufacturing exports and represents a quarter of the nation's GDP [3] Foreign Investment and Ecosystem - Major companies like Intel, Infineon, and Micron have increased investments in Malaysia, solidifying its position in the global backend packaging industry [5] - Industrial parks in Penang and Kulim host nearly 50 semiconductor factories, creating a mature OSAT (Outsourced Semiconductor Assembly and Test) ecosystem [5] - The presence of top logistics companies in Malaysia has grown in the past two years, driven by geopolitical uncertainties and the country's robust infrastructure and lower labor costs [5] Strategic Initiatives - The "Flexible New Economy Zone" initiative, set to accelerate in 2025, aims to combine Singapore's capital and advanced technology with Malaysia's land and infrastructure for mutual growth [5][8] - This initiative is part of Malaysia's national semiconductor strategy proposed in May 2024, focusing on attracting foreign investment and talent to elevate its position in the semiconductor value chain [8] - Malaysia seeks to transition from downstream packaging and testing to upstream chip design, aiming to capture a higher value in the semiconductor industry within ASEAN [8]