Sector Analysis

Malaysia has quietly emerged as a critical global player in the semiconductor industry, managing approximately 13% of worldwide backend assembly and testing operations. This positions the country as a compelling opportunity for Western high-net-worth (HNW) investors seeking strategic diversification and high-growth exposure to the semiconductor megatrend through a stable, cost-competitive jurisdiction.

This article provides a transparent, data-driven analysis for investors to access Malaysia’s semiconductor supply chain. We delve into public equities on Bursa Malaysia, examine the performance of key players like Inari Amertron and Pentamaster, and explore investment pathways including funds and direct equity. Crucially, we unpack the regulatory framework, tax implications, and material risks, including geopolitical tensions and currency exposure, enabling informed allocation decisions within your broader portfolio strategy.