They wore work clothes from head to toe, wearing large safety glasses and helmsters, reminiscent of the workers in the movie "Little Yellow", but the color coded according to the function: blue is used for maintenance. Provide green for suppliers. Pink is suitable for cleaners. White is an operator.
AT & S is just one of many European and American companies that have recently decided to move to Malaysia's electrical and electronics sacred land or expand their business.
American chip giants Intel and Germany Infineon invested $ 7 billion in each. Nvidia, the world's leading artificial intelligence chip manufacturer (Nvidia) is developing an artificial intelligence cloud and super computer center worth $ 4.3 billion in public institutional groups in the country. Texas Instruments (TI), Ericsson, Bosch and Lam Research are all expanding in Malaysia.
This prosperity proves to how much geopolitical friction and competition are reshaping the global economic pattern and promoting billions of dollars in investment decisions. As the competition between cutting -edge technology between the United States and China has become more and more intensive, trade restrictions have continued to intensify, and companies in key industries such as semiconductors and electric vehicles are seeking to strengthen their supply chain and production capacity.
When Ultra started looking for a new place, it has a production base in Austria, India, South Korea and China (its largest factories).
AT & S CEO Andreas Gerstenmayer said: "After 20 years of investment in China, it is obvious that we need to realize the diversification of business." Essence
The strategic position of Southeast Asia in the South China Sea and the long -term economic connection with China and the United States have made the region an attractive store opening location. Countries such as Thailand and Vietnam (the second choice of Altus) are also actively attracting semiconductor companies to expand, providing tax incentives and other temptations.
But Malaysia has the first advantage.
Since the 1970s, the country has been leading the wave of science and technology. At that time, it attracted some world electrical and electronic superstars, such as Intel and Litronix (now Aimus Oslang, headquartered in Austria and Germany). It has established a free trade zone in Penang Island, providing a tax -free period, and building industrial parks, warehouses and roads. Cheap labor is another attractiveness, as well as a large number of English population and government that supports foreign investment.
Gestein Mel said that Malaysia's history of the back -end of the semiconductor manufacturing is one of the main attractiveness.
"They are very clear about what the demand for the semiconductor industry is," he said. "They have a complete ecosystem in universities, education, labor, and supply chain." He said government support is another attractiveness.
Malaysia Investment, Trade and Industry Minister Tengku Zafrul Aziz said that under the promotion of semiconductor from various fields such as medical equipment, foreign investment began to rise in 2019. "There are 5,000 chips in a car," he said.
After COVID-19 exposed the devastating weakness of the global supply chain, people's interest in Malaysia as an extra source soared.
With the outbreak of the conflict of great powers, this trend has accelerated.
In addition to supporting other key industries such as renewable energy and electric vehicles, China and the United States are committed to creating their own reliable semiconductor supply chains.
"American and European companies, and even Chinese companies want to be diversified," said Zafrur Aziz. China also sets out the production facilities outside the mainland, and some people say that some reason is to avoid US sanctions. This is the "China Plus One" strategy.
Malaysia is already the sixth largest exporter of the world, and 23% of the US chips are encapsulated.
"For such a large -scale country, it is very amazing that it can have such a great impact on the global semiconductor market," said David Lacey, the senior development and service director of Ou Silang, one of the world's largest lighting companies.
He was sitting at a large conference table at the Malaysian University of Sciences in Penang, and quickly pointed out the technology in the room. "There are TVs, lights, projectors, and telephones," he said. "You can almost guarantee that there are Malaysian components somewhere."
The approaching of many technology companies has also produced gravity. Penang and Julin are connected by two winding long bridges, with a total of more than 300 companies.
"Everything is here," said Eric Chan, vice president and general manager of Intel, Malaysia. Half a year later, the network and infrastructure were no longer easily copied.
Mr. Chen also mentioned an important cooperation of the government to maintain the opening of the factory during the epidemic.
Last year, foreign direct investment of nearly $ 40 billion, more than twice the total in 2019.
"Most of our large investment in our large investment in the past two years.
During this period, the semiconductor industry has developed into the company's dominance in Malaysia. "We conform to the trend," he said.
Within the latest Global Delivery Center of the DHL supply chain -Penang Logistics Center No. 4, there are custom orange and blue shelves, which are specially used to handle heavy and large board boxes used by semiconductor companies.
There are four new supply chain facilities in Malaysia under construction.
Malaysia's performance records are mainly concentrated in the back end of the semiconductor supply chain, including packaging, assembly and testing elements. These activities are traditionally considered to be less complicated and value is low.
However, the industry now focuses on putting smaller chips (small chips) more closely to improve computing capabilities, which increases the value and technical complexity of these activities.
Intel is building its first overseas advanced 3D chip packaging factory in Malaysia. Ak Chong, Vice President and Managing Director of Intel in Malaysia, said that when cutting -edge technology is introduced, a "chain reaction" will occur. This development will attract dozens of new enterprises and help improve the overall skills of labor.
These progress will require large -scale expansion of public utilities such as green energy, sanitary facilities, water and 5G digital infrastructure.
This is a challenge for any country, especially in a country that is damaged by a billion -dollar corruption scandal involved in the sovereign wealth fund. Even so, several company executives said they were confident in the role of Malaysia in the supply chain.
"They have a project that provides green energy by building a large solar power plant," said Mr. Gestein Mel, Altus. "Malaysia is walking on a good road to become a hot spot in the global electronic industry."
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