@starbizmy: While much has been said about advanced packaging in the context of Malaysia’s semiconductor sector, little is really known about what it entails. The rhetoric is that since Malaysia has a strong and world-renowned base for test assembly and packing of semiconductor chips which dates back to the 1970s, it should be a shoe-in for these same Malaysian companies to get into advanced packing. The Malaysian government is making a push to move its semiconductor industry into advanced packaging, which is a business estimated to be worth nearly US$60bil now and more than US$100bil in the future. In a nutshell, advanced packaging is about integrating multiple chips — such as processors, memory and specialised AI accelerators — into a single package. It is an innovation led by wafer fabrication giants, who figured that instead of trying to put even more functions into one chip, which has its limitations, they came up with the idea of stacking the chips up or placing them closer together. The trick then lies in how these multiple chips are then put into one single package, hence the term advanced packaging. This is unlike traditional packaging which mainly just encloses a single chip in a protective casing and connects it to the circuit board. Advanced packaging is where the package itself is a critical determinant of performance, power efficiency and heat management. But can Malaysia’s outsourced semiconductor assembly and test (OSAT) players easily venture into advanced packaging? OSAT players feature significantly among Malaysia's listed semiconductor stocks. Companies such as Inari Amertron Bhd, Malaysian Pacific Industries Bhd (MPI), Unisem M Bhd and Globetronics Technology Bhd, for example have a combined market capitalisation of a whopping RM27.08bil. The problem is, basic OSAT work is increasingly being undertaken by competitors in countries like Vietnam and China as this work becomes increasingly commoditised. Full story in our StarBiz 7 copy. #starbiz

J Cayef :

I always thought semi conductor packaging is just putting the processors/rams etc into a cardboard box.

10.8 million others :

China is already a strong player in semiconductor packaging and a whole supply chain to produce semiconductor

stillwster :

HBM4 packaging has to have a lot of money 💰 to start off this industry. Also the expertise to manage the entire system from designing to the mould and final finishing. Technically, only the company could produce the equipment and precision engineering algorithm would succeed. It's a subsidiary industry but not that easy to manage the production lines.

Victor Yong | C.A.(M), CFP® :

😇

Green dragon :

Now TSMC, Samsung worry about Gant and secret development in Intel, AMD and Nvidia. and an entire supply chain development. 😂

Gordon371 :

Jump to CoWOS packing

user5226290093816 :

Malaysia will lose - it is going 2B like the EVs = Proton n Perodua cannot compete against China EVs without impact Tariffs/Regulatory Restrictions.

Mohd Asrie :

Yess

KV 📞 :

luvleya :

very good video

Noob DotA Player :

Go skychip

kak nor :

terrbaik...good information

Yusoff56 :

thanks for info

ckclcmcu :

Infiemeon new building on melaka

新加坡单身老公 :

Malaysia can't even build proper footpath for pedestrians lol

sailor :

too much politicking malaysia will be left behind

Green dragon :

The brains and LLM seems to be lead by USA. Guangdong and Zhejiang concentrate on humanoid robot components. Aggressive changes towards 2035. 🥰

MasvkBakul :

If the U.S. knew that Vietnam was cooperating with China to manufacture the products, they wouldn’t buy from Vietnam either. This happened because of the U.S. vs China trade war. Why bother to buy from Vietnam if they can buy it from China?

LPK :

Malaysia? Is that a joke? U talk like u have your own technology 🤣

Ah Poh :

What talking you. China been in semicon manufacturing for decades.

Carman Feng Law :

😁😁😁

Benny Salim :

Indonesia and Malaysia is destined to be doomed , can never beat Vietnam and China

arrazman78 :

China only want to take business from everybody....and sell only....even musang king also they tried to plant and produce too.....

Green dragon :

GPU and NPU OSAT. Taiwan, Korea and USA plus Red China. 😳