With the possibility that Donald Trump will return to the position of President of the United States (US), analysts predict that the Malaysian semiconductor industry will gain an advantage.
During his previous term, the Trump administration implemented policies that indirectly favored Malaysian semiconductor companies by imposing sanctions on Chinese technology firms, forcing them to find alternative suppliers.
A renewed Trump presidency may revive similar policies, potentially boosting demand for Malaysian semiconductors.
Malaysia, as a key player in the global semiconductor supply chain, can take advantage of this shift, increase its market share and drive growth in the sector.
Geopolitical dynamics under Trump's leadership could lead to a US-China trade war, prompting American companies to diversify their supply chains away from China.
This situation could open up new opportunities for Malaysian semiconductor firms, as they are well-positioned to meet increased demand from US companies looking for reliable and politically neutral sources.
In addition, the Malaysian government should provide additional support and incentives to local semiconductor manufacturers, further strengthening the industry's global competitiveness.
This could include initiatives to increase technological capabilities, improve infrastructure and foster innovation in the sector.
In conclusion, although Trump's impact on the Malaysian semiconductor industry is still speculative, the potential for significant positive results exists.
By positioning themselves strategically, Malaysian semiconductor companies can benefit from geopolitical shifts and increased demand as a result of US policies under Trump's leadership.
