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TA Sector Research
3QCY24 Results Review - First Earnings Upgrade in 10 Quarters
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CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
ks55
4,257 posts
Posted by ks55 > 2 months ago | Report Abuse
If Qualcomm successfully taking over Intel will be very good for Malaysia, especially the Penang semiconductor industry. We are having Infineon in Kulim producing 200-mm silicon carbide, and Intel manufacturing facilities in Bayan Lepas will come handy in synergy to produce most advance chip outside Taiwan.
Infineon opens the world’s largest 200-millimeter silicon carbide (SiC) fab in Kulim
https://www.infineon.com/cms/en/product/promopages/kulim-opening/#:~:text=Infineon%20opens%20the%20world's%20largest,technologies%20that%20drive%20energy%20efficiency.
In December 2021, Intel committed to a US$7 billion investments in Malaysia over the course of a decade. The investments are mainly to increase the size of its operations in Penang and Kulim, Kedah. This brought the total committed investment in Malaysia by the US chip giant to US$14 billion as of 2032.