Malaysia's semicon industry to benefit from Chips and Science Act – MSIA

八月 22, 2022

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Malaysia’s semiconductor industry, which takes up 13% of global chip assembly and testing market share, is set to benefit from the United States CHIPS and Science Act.

占全球芯片组装和测试市场份额 13% 的马来西亚半导体行业将受益于美国《芯片和科学法案》。

An acronym for Creating Helpful Incentives to Produce Semiconductors and Science Act, the Act commits over US$280 billion (US$1=RM4.44) in federal funding which includes US$52.7 billion in subsidies to support semiconductor production and research in the US.

该法案是“创造有益的激励措施以生产半导体和科学法案”的首字母缩写词，承诺提供超过 2800 亿美元（1 美元=4.44 令吉）的联邦资金，其中包括 527 亿美元的补贴，以支持美国的半导体生产和研究。

Malaysia Semiconductor Industry Association (MSIA) president Datuk Seri Wong Siew Hai said under the Act, which President Joe Biden signed on Aug 9, 2022, the world’s largest economy is expected to build state-of-the-art chip fabrication (fab) plants with process technology of seven nanometres or below.

马来西亚半导体工业协会（MSIA）主席拿督Seri Wong Siew Hai表示，根据总统Joe Biden于 2022 年 8 月 9 日签署的法案，预计世界上最大的经济体将建造最先进的芯片制造（fab）工厂采用七纳米以下工艺技术。

“If they build more leading-edge fabs like this in the US, they will need more assembly and testing services, as the current capacity will not be enough to cater to the new fab capacity.

“如果他们在美国建造更多这样的领先晶圆厂，他们将需要更多的组装和测试服务，因为目前的产能不足以满足新的晶圆厂产能。

“From that perspective, Malaysia would benefit because the country is still one of the most attractive and competitive places for investment compared with other Southeast Asian countries.

“从这个角度来看，马来西亚将受益，因为与其他东南亚国家相比，该国仍然是最具吸引力和竞争力的投资地之一。

“This is attributed to the country’s 50 years of industry experience, business-friendly government, good infrastructure and talents, as well as an English-speaking workforce,” he told Bernama when contacted.

“这归功于该国50年的行业经验、对商业友好的政府、良好的基础设施和人才，以及说英语的劳动力，”他告诉马新社。

GMT 旨在确保跨国公司 (MNC) 缴纳适量的税款，无论它们在哪里经营。

Asked if the Act would affect Malaysia’s fabs’ competitiveness, Wong shrugged off the concern as he said currently, there are only two fabs with less leading-edge technology in the country.

当被问及该法案是否会影响马来西亚晶圆厂的竞争力时，Wong 不以为然，因为他目前表示，该国只有两家晶圆厂的领先技术较少。

“Basically, Malaysia will not be affected at all as we do not have the cutting-edge fabs, so we do not compete in this area,” he said.

“基本上，马来西亚根本不会受到影响，因为我们没有最先进的晶圆厂，所以我们不会在这个领域竞争，”他说。

While new technology is anticipated to be transferred to the assembly and testing segment following the establishment of new fabs in the US, Wong hoped the government could incentivise companies in Malaysia to help them grow in order to compete with its Southeast Asian peers.

虽然在美国建立新工厂后，预计新技术将转移到组装和测试部门，但黄希望政府能够激励马来西亚的公司帮助他们成长，以便与东南亚同行竞争。

Meanwhile, he said instead of continuously focusing on strongholds like assembly and testing as well as automation solutions and equipment areas, the government should make efforts to attract more fab investments into Malaysia, as many firms had started to design integrated circuits.

同时，他说，政府不应继续专注于组装和测试以及自动化解决方案和设备领域等据点，而应努力吸引更多的晶圆厂投资进入马来西亚，因为许多公司已开始设计集成电路。

Touching on competitiveness, Wong expressed concern over the 15% global minimum tax (GMT) reform which is expected to be implemented globally next year.

谈到竞争力，黄对预计明年在全球实施的 15% 全球最低税（GMT）改革表示担忧。

The GMT is aimed at ensuring multinational companies (MNCs) pay the right amount of taxes, regardless of where they operate.

GMT 旨在确保跨国公司 (MNC) 缴纳适量的税款，无论它们在哪里经营。

Inland Revenue Board chief executive officer Datuk Mohd Nizom Sairi was recently reported as saying that Malaysia had agreed in principle to implement the tax regime on certain MNCs.

据报道，国内税收委员会首席执行官拿督Mohd Nizom Sairi最近表示，马来西亚已原则上同意对某些跨国公司实施税收制度。

“How do we attract more investments when every country is offering 15% corporate tax,” Wong said.

“当每个国家都提供 15% 的公司税时，我们如何吸引更多投资，”Wong 说。

Moving forward, he cited an industrial market forecast as saying that global total semiconductor sales are expected to rise at a compound annual growth rate of 7.1% over the next five years.

展望未来，他引用工业市场预测称，预计未来五年全球半导体总销售额将以 7.1% 的复合年增长率增长。

“That could be driven by higher demand from industries like automotive, cloud computing, 5G, aerospace, medical devices and artificial intelligence,” he said.