Comment by tass
14 days ago
As soon as Malaysia gets anywhere near a significant capacity of semiconductor manufacturing they’ll also get increased tariffs. Or, the the tariffs will end and it will return to Taiwan.
Stability is necessary for any big shifts to be worth taking.
> As soon as Malaysia gets anywhere near a significant capacity of semiconductor manufacturing
You mean since 1971 when Intel opened their OSAT in Penang?
Malaysia was THE hub for electronics manufacturing until 20 years ago when China became cheaper.
In fact, it was the same businessmen in the Penang electronics industry who largely invested in China's electronics industry.
Also, semiconductors are exempted so my whole thread is moot about that. Electronics manufacturing though will return (and already started due to most companies China+1 strategy).