The Global Semiconductor Ecosystem: Malaysia’s Role, Ambitions, and Obstacles

Enterprise Explores the semiconductor industry to understand Malaysia’s pivotal role in the global ecosystem and value chain. With Malaysia supporting approximately 13% of global backend semiconductor operations and standing as the fifth-largest integrated circuit exporter globally, the country plays a crucial role in this high-stakes industry.

We explore insights from the Institute for Democracy and Economic Affairs' (IDEAS) report, "Semiconductors: Navigating Supply Chain Resilience and Trade," which sheds light on the complexities of the semiconductor supply chain and the significant geopolitical risks involved. With Taiwan’s dominance in chip production and rising global tensions, how can Malaysia strengthen its position while navigating these challenges?

Joining us today is Sharmila Suntherasegarun, Assistant Manager with the Economics and Business Unit at IDEAS, to discuss Malaysia’s current strengths, the risks posed by global shifts, and the strategic recommendations to ensure Malaysia’s continued relevance and growth in the semiconductor landscape. We’ll also delve into the potential of multilateral trade agreements, labour shortages, and the investment opportunities that could propel Malaysia further up the semiconductor value chain.