มาเลเซีย บุกศูนย์กลางชิปแห่งเอเชีย ไทยพร้อมหรือยัง?

Summary

Malaysia has been in semiconductors since the 1970s, when it earned the name Silicon Valley of the East.

It is now investing heavily in training, innovation and infrastructure, with the aim of making chips a pillar of the economy.

Vietnam and Indonesia are pushing hard at the same time, which sharpens the question of how ready Thailand is.

Key points

1. 01

   Fifty years of experience cannot be bought

   This industry needs people who have done it before, and no new policy creates those immediately.

2. 02

   Malaysia picked a layer it can actually hold

   Rather than chasing advanced design, it built on the assembly and test work it was already strong in.

3. 03

   The region is redividing the work

   As neighbours claim positions, the space left for Thailand narrows.

4. 04

   The question is which layer Thailand takes

   Not choosing is letting others choose for you.