Kuala lumpur: CIMB Securities Sdn Bhd expects Malaysia’s National Semiconductor Strategy (NSS) to continue gaining traction among investors, institutions, and regional stakeholders. In a research note, CIMB Securities said Malaysia’s transition from a traditional back-end assembly base to a full-fledged, design-to-packaging semiconductor hub is still underway.

According to BERNAMA News Agency, CIMB Securities highlighted that Malaysia is positioning itself as a neutral and indispensable node in the global chip supply chain. This strategic positioning is underpinned by RM63 billion in committed investments, the emergence of more local champions, and closer ASEAN alignment. The firm emphasized that these factors contribute to Malaysia’s attractiveness as a destination for global semiconductor manufacturing.

CIMB Securities noted that since its launch, the NSS has attracted RM63 billion in investments, comprising RM58 billion in foreign direct investment and RM5.2 billion in domestic direct investment. These investments are driven by high-impact projects and reflect growing investor confidence in Malaysia’s semiconductor ecosystem.

Launched in May 2024, the NSS aims to shift Malaysia beyond a ‘Made in Malaysia’ model to a ‘Made by Malaysia’ approach. This involves strengthening domestic capabilities in integrated circuit design, research and development, and advanced packaging, while nurturing homegrown champions across the value chain.

CIMB Securities added that as ASEAN Chair in 2025, Malaysia is leading the ASEAN Integrated Semiconductor Supply Chain Framework. This initiative seeks to harmonise talent flows, fiscal incentives, and infrastructure across the region. A memorandum of understanding signed by the semiconductor associations of Malaysia, Singapore, Vietnam, Thailand, and the Philippines aims to establish a unified regional chip ecosystem.