Highlights

5G TECH MANUFACTURING

Author: jasmine teo   |   Latest post: Wed, 15 Sep 2021, 10:01 AM

 

Technology : AIMFLEX , DNEX , INARI , UNISEM , VITROX

Author:   |    Publish date:


Key highlights Malaysia stamped its E&E footprint on the map since 1972; MNEs started to open shop in Penang Penang represents 80% of the nation’s contribution to global backend semiconductor output. Johor is an EMS hub for some of world’s largest EMS companies China Special Channel was set up during Budget 2021 to attract Chinese companies to use Malaysia as its new regional hub outside China; also as part of trade diversion due to supply chain disruption faced during the trade war.

Why invest in Malaysia?

Malaysia’s manufacturing and key export trends

 

 

Penang ( E&E hub )
 
 
 
Johor ( Manufacturing hub, EMS players )
 
 
 
Selangor ( manufacturing, warehousing, logistics )
 
 
 
Key milestones – E&E hub 
 
 
 
 
 
 
Semiconductor ecosystem in Malaysia
 
 
 
 
 
 
Malaysia as a tech / E&E hub
 
Listed EMS players in Malaysia
 
Name 
 
Description
 
VSI 
EMS provider for household appliances
and coffee machines.
 
ATA IMS 
EMS provider for household appliances.
 
Uchi
Technologies
 
Control modules for coffee makers.
 
P.I.E. Industrial 
EMS provider. Indirectly owned by
Foxconn through its stake in Pan-
International Industrial Corp.
 
 
Listed semiconductor companies in Malaysia
 
Name  Description
Inari 
OSAT for RF and optoelectronics
products.
 
Vitrox 
Supplier of automated vision inspection
equipment
 
MPI Automotive focused OSAT.
Unisem 
OSAT. Owned by Tianshui Huatian
Technology.
 
Frontken 
Support service. Cleaning and coating
of tools for fabricating wafer.
 
 
Globetronics 
Sensor focused OSAT.
 
 
Company Industry segment
Pentamaster Semiconductor automation equipment
Vitrox Automated machine, vision inspection system
Genetec Designing and building of customized factory automation equipment and integrated vision inspection systems
Aemulus Designing and assembling of automated test equipment and test and measurement instruments 
SAM Machining
Aimflex
Designing customized factory Automated machine, Automated Test Equipment , Factory Automation Solutions and Robotics.
 
Greatech Contract equipment manufacturing

Label:   AIMFLEX DNEX ,  INARI , UNISEM  , VITROX

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  VenFx likes this.
 
Goldberg DNEX is the stock to watch- a potential multibagger due its excellent growth prospects in wafer fabrication.
Its collaboration with Foxconn and BGP of China is a massive catalyst for its 60% stake in Silterra.
17/09/2021 8:04 PM
Goldberg INTERESTING FACTS on SILTERRA -DNEX 's 60% Subsidiary.
----------------------------------

SilTerra is the only wafer fab-

1. In the world that has BCP-CMOS-DMOS Grade 0 (Meaning chip is able to withstand temperatures up to -150C).

2. It is also the only company in the world to begin mass production of this chip.

3. It is also the only company in the world to IP this IC chip.

4. It is also the only company in the world that has both Foxconn as its shareholder + Beijing CGP as a major shareholder of its subsidiary.

5. It is also the only company in the world that is able to secure long term supply contract with Chipone.

6. It is also the only company closest proximity to Foxconn's EV plans in Thailand that has local presence + automotive grade 0 IC chips.

Note that most major fabs in Asia had capacity already maxed out for Smartphone and other devices, whilst Silterra with RM200m equipment upgrade is able to increase its capacity by 10-15% without incurring large capex cost (Also the only one in Asia, the rest need 2 years for ramp up)
17/09/2021 8:06 PM


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