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Growth Catalysts for 2025
Recovery in the Semiconductor Industry: After a cyclical downturn in 2024, the semiconductor industry is expected to recover in 2025, driven by increasing demand for EVs, 5G infrastructure, IoT devices, and artificial intelligence (AI).
Electric Vehicles (EVs): The automotive sector, particularly EVs, is one of Unisem’s fastest-growing segments. EVs require advanced power management chips, sensors, and connectivity modules, which Unisem is well-positioned to support.
China's Semiconductor Localization: Unisem operates a large facility in Chengdu, China, which benefits from China’s push for semiconductor self-sufficiency. It can capitalize on demand from local Chinese customers in automotive and consumer electronics.
Expanding Capacity: Unisem is ramping up operations at its Gopeng plant in Malaysia, which will focus on high-value packages such as wafer-level and bumping technologies. This expansion will help it capture new demand in 2025.
Sustainability Focus: Unisem is focusing on environmentally friendly packaging solutions, which could align with global clients’ ESG (Environmental, Social, and Governance) initiatives.
Exports from Malaysia grew by 4.1% year-on-year to MYR 126.6 billion in November 2024, beating market forecasts of 0.5%, accelerating from a 1.6% rise in the previous month. By sector, manufacturing sales climbed by 5.2%, supported by E&E products (12.2%), machinery, equipment & parts (23.5%), chemical and chemical products (6.1%), and optical & scientific equipment (3.8%). Also, agriculture surged 13.4%, mainly boosted by palm oil and related products (19.9%). In contrast, mining plunged 17.3%, weighed down by crude petroleum (-46.6%), and metalliferous ores & metal scrap (-37.3%). Among major trade partners, exports expanded to the US (57.3%), Taiwan (70.2%), South Korea (4.1%), and India (13.4%), while declining to Singapore (-1.3%), China (-11.9%), Japan (-6.0%), Hong Kong (-2.2%), Thailand (-9.7%), Australia (-8.6%), and the EU (-4.3%). From January to November, exports advanced by 4.7% to MYR 1.37 trillion. and the EU (-4.3%).