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On IC/ Chip Design, FPGA, ASIC, Fabrication and Advance Packaging.

Silicon its one of the top value in the Supply Chain of Semicon, especially on IC Design.

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Backstory

Recently AI have drive the whole market into a new Direction. Nvidia become one of the biggest Tech company with over $3 trillion market cap. Every Tech giant also go into AI include Microsoft with Copilot Plus PC, Apple Intelligent, Google AI, Open AI, Facebook LLAMA and more.

LLM and Gen AI have created solution and application for almost every sector and level. To people like you and me to use to large Corporate.

And all these AI need powerful GPU, especially Nvidia and DataCenter to power it.

Silicon Industry have move towards Fabless, where company like Nvidia, AMD, Qualcomm and Apple just focus designing the Chip, and let the Fabrication done by TSMC using ASML technology. This make Design industry valuable.

Why Malaysia now? (2024)

• We have a good enough talent in this Industry because some of the Global Tech Giant are here such as Intel, AMD, Altera and more.
• We have local company in this sector that have IPO, Oppstar and the next one could be SkypeChip
• Local VCs that focus on this Industry, BlueChip VC by Dato PY Lai with $200 million fund
• Malaysia IC Hub which was initiated by SIDEC in Selangor have gather great partnership with SkypeChip, BlueChip VC, Phison, ARM and more.
• Malaysia Gov have initiated $5.3 billion for National Semiconductor Strategy which consist of helping local Company and Talent especially in IC Design and Advance Packaging.
• GEM Education pledge $22.6 million to ASEM for Semiconductor Talent development
• Penang launch “Penang Silicon Design @ 5km”

Semicon

With more then $10 billion investment from Multinational company like Micron, Infineon, LAM, BOSCH to Malaysia in expanding their manufacturing especially on the Northen Malaysia.

DataCenter

With over $20 billion investment from Tech Giant like AWS, Microsoft, Google, Oracle into Malaysia to build DataCenter especially for AI in down South Malaysia.

Company in Malaysia