Semiconductor powerhouse----Malaysia Lock down again from 12th May~7th June
According to public information, Malaysia's largest foreign investment in the last two years has come from manufacturing, with an increase of 37.2% , in 2018 compared with 2017. Especially in the semiconductor industry package & testing.
There are more than 50 semiconductor companies in Malaysia, AMD, NXP, ASE, Infineon and Intel all have factory locally . There are data shows that Southeast Asia takes 27% part of the global package & testing market, with Malaysia contributes 13%.
And by National Lockdown impact, a number of passive component production lines have been required by the government to shut down for 2 weeks. Among them, as the world's third largest resistance plant, Ralec -- in Malaysia has 40% of the production capacity.
Separately, some analysts said that if Malaysia's embargo ban is extended, it could affect Apple's autumn release plans. Apple's Malaysian-affiliated suppliers, such as Murata, Renesas Electronics and Ibiden, have had to shut down because of a two-week lockdown under the policy.
In fact, as early as last March during the outbreak, Malaysia has taken a "sealing of the country" measures, when the global semiconductor shortage, price hikes.
At present, Malaysia once again sealed off the country, southern India is also a large-scale blockade, which is the global chip market, can be said to be worse, or there will be a new wave of out-of-stock, price increases, the global electronics industry chain will also be affected.