📊Executive Summary

As geopolitical tensions rise across the Taiwan Strait, global companies are rapidly withdrawing from supply chains in China and Taiwan. A report from Malaysia's Top Peak Securities indicates that international firms are seeking capacity in Malaysia to mitigate risks associated with over-reliance on advanced chips. Malaysia is emerging as a key beneficiary of the 'China +1' strategy, leveraging its established packaging technology and stable power supply. Although the market may experience short-term fluctuations, Malaysia is expected to capture fleeing capacity, benefiting companies like Mi Technovation and ViTrox in the long run....