東南亞三國半導體產業群聚

隨著全球半導體供應鏈多元化趨勢日益凸顯，東南亞正吸引巨額國際投資。原因包括連接亞洲和歐洲市場的有利地理位置、相對較低的勞動力成本以及政策支持。新加坡、馬來西亞和越南已成為東南亞半導體產業的三個重要樞紐，各自發展了自己的產業群聚和戰略地位。本報告分析了東南亞半導體產業概況，並調查了這三個國家半導體群聚的分佈。

目錄

第1章 東南亞半導體產業發展

第2章 主要國家半導體產業群聚分佈

• 新加坡
• 馬來西亞
• 越南
  • 北部地區
  • 南部地區
  • 台灣主要半導體公司進軍越南

第3章 MIC 的觀點

• 東南亞主要國家半導體發展：新加坡、馬來西亞、越南
• 台商投資東南亞的關鍵因素：人力資源、環境、顧客需求

附錄

• 公司名單

As the trend of diversifying global semiconductor supply chains becomes increasingly prominent, Southeast Asia has attracted substantial international investment. This is due to its advantageous geographical location connecting the Asia-Europe markets, relatively low labor costs, and supportive policies. Singapore, Malaysia, and Vietnam have emerged as three key hubs in the Southeast Asian semiconductor industry, each developing unique industry clusters and strategic positions. This report provides an overview of the Southeast Asian semiconductor industry and explores the distribution of semiconductor clusters across these three countries.

Table of Contents

1. Semiconductor Industry Development in Southeast Asia

2. Distribution of Semiconductor Industry Clusters in Key Countries

• 2.1 Singapore
• 2.2 Malaysia
• 2.3 Vietnam
  • 2.3.1 Northern Region
  • 2.3.2 Southern Region
  • 2.3.3 Deployment of Major Taiwanese Semiconductor Companies in Vietnam

3. MIC Perspecitve

• 3.1 Key Southeast Asian Countries for Semiconductor Development: Singapore, Malaysia, and Vietnam
• 3.2 Key Factors for Taiwanese Firms' Southeast Asian Investment: Talent, Environment, Customer Demand

Appendix

• List of Companies

List of Figures

• Figure 1: Regional Distribution of Foreign Direct Investment in Developing Economies, 2021-2022
• Figure 2: Changes in Foreign Direct Investment in Singapore, Malaysia, and Vietnam, 2021-2022
• Figure 3: Major Industrial Parks by Region in Singapore
• Figure 4: IC Design, IC Equipment, and IC Material Industry Landscape in Singapore
• Figure 5: IDM, IC Manufacturing, and IC Packaging and Testing Industry Landscape in Singapore
• Figure 6: Major Industrial Parks by Region in Malaysia
• Figure 7: Landscape of Major Industrial Parks, Airports, and Ports in Northern Peninsula Malaysia
• Figure 8: IC Design, IC Equipment, and IC Materials Industry Landscape in Malaysia
• Figure 9: IDM, IC Design, IC Packaging and Testing Industry Landscape in Malaysia
• Figure 10: Major Industrial Parks by Region in Vietnam
• Figure 11: Semiconductor Industry Landscape in Vietnam