- 2个月前
八点最热报 | 我国要在2030年之前推出国产芯片，政府早经跟英国芯片巨头安谋控股ARM缔结战略合作，官方预期相关设计可在2028年前顺利完成。（主播: 颜江瀚）
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00:03Malaysia aims to launch its own domestically produced chips by 2030.
00:08Moreover, it has fully integrated into the global semiconductor supply chain.
00:11This is the goal set by the unity government.
00:13And the authorities are definitely not just making empty promises.
00:16The government has already partnered with British chip giant Arm Holdings.
00:20Establish strategic cooperation
00:22Official expectations related design
00:24It can be completed smoothly before 2028.
00:27The 2030 target takes into account the subsequent production validation cycle.
00:31Allow sufficient time for manufacturing and testing.
00:35Ensure that domestically developed chips are competitive in the market.
00:38Under this strategic cooperation framework
00:41There are currently at least four local companies.
00:44Research on chip design and intellectual property was conducted.
00:47Including the two companies that received authorization today
00:52The Ministry of Economic Affairs today issued a notice to local technology companies
00:54Opstar Technology and Alpha Swift Industries
00:57Letter of transfer of active duty
00:58It was awarded to the two companies from the UK
01:01Arm Computing Subsystem CSS Technology
01:03and the right to use flexible access schemes
01:06Economic Minister Akmal pointed out at the long reading rally
01:09Acquire these technologies
01:10This will empower local businesses to accelerate integrated circuit design.
01:13and high-value R&D
01:15Promoting the integration of drones with advanced microelectronics, etc.
01:17Technological breakthroughs in cutting-edge fields
01:19To date, there are already four local companies.
01:21Obtained the right to use a total of eight An technologies
01:24The technology obtained includes a total of eight An technologies.
01:48Play a catalytic role
01:51Drive more chip designs
01:53Independent intellectual property rights IP
01:55and the local R&D of high-value products
01:57This will foster the foundation for local technology companies and engineers.
02:01Promote Malaysia's independent chip products
02:03Entering the global market
02:05In terms of talent reserves
02:06The government has reached an agreement with 12 local universities.
02:09Systematic advancement
02:11Arm On-Demand Training Program
02:12To ensure that talent skills closely match the actual needs of enterprises.
02:35Xianma said
02:36To fully achieve the national semiconductor development goals
02:39Ministry of Economic Affairs, Ministry of Industrial and Commercial Affairs, and Ministry of Higher Education
02:41Close cross-departmental cooperation was launched
02:43Together, we will promote the implementation of strategic plans related to Arm Holdings.
02:46With the active response and joint participation of the business community
02:50Cross-departmental alliances will accelerate the improvement of the local technology ecosystem.
02:53Strengthening Malaysia's competitiveness in the global semiconductor value chain
03:01When people heard that Malaysia was going to design and manufacture chips...
03:05Some friends may wonder
03:07Is Malaysia okay?
03:08Some friends might not know this.
03:10Malaysia is actually a major global exporter of semiconductors.
03:13We are ranked after Taiwan, China, South Korea, and Japan.
03:16What about in Penang?
03:17We have a mature semiconductor industry cluster
03:20Malaysia has long been a hub for testing and packaging in semiconductor manufacturing.
03:24important town
03:25It accounted for 13% of the global market share.
03:28Not small
03:29While chip design and manufacturing are not Malaysia's strong suits...
03:34However, Malaysia boasts a robust semiconductor industry ecosystem.
03:38It has low labor costs.
03:39The AI Industry Trends of the Next Decade
03:42Malaysia has the potential to play a more significant role.
03:47Speaking of this AI competition
03:49The United States, China, and the European Union are all currently investing heavily in building factories and purchasing equipment.
03:53The Chinese government, on the other hand, buys design blueprints.
03:56Just mentioned
03:57The government granted Arm, a British chip design company, the right to use this technology.
04:02Formal handover to two local companies
04:04This is actually a continuation of the big contract from last March.
04:09The government signed a ten-year contract with Arm.
04:11$250 million
04:13Equivalent to more than one billion Malaysian Ringgit
04:14One-time group purchase of someone else's high-end chip design blueprint
04:18Then they are distributed to these local businesses in batches.
04:21To date, four companies have obtained eight authorizations.
04:24So why is the government getting involved?
04:27Because of this high-end design blueprint called CSS
04:29Simply put, they are ready-made chip building blocks.
04:32The licensing fee is so expensive that even small local factories can get away with it.
04:35It is completely impossible to afford.
04:37The government will pay for it.
04:38It's like leveling down the threshold to enter the factory.
04:42This helped the company solve a significant portion of its funding problems.
04:47So, what is Anmou's background?
04:49It's the company that sells chip designs and alphabets.
04:5299% of smartphones worldwide
04:54They all use its architecture.
04:56The Malaysian government
04:57Our strategy is to leverage resources.
04:59Arm also had its own plans.
05:01Several details were mentioned in the contract.
05:03Malaysia aims to train 10,000 engineers.
05:06What they learned was, of course, Anmou's approach.
05:08That's equivalent to being tied to its ecosystem.
05:10Twelve universities will incorporate Arm's textbooks into their classrooms.
05:14That means a country's higher education system
05:17Helping a foreign company cultivate users
05:19We want to produce chips in the future.
05:21Then I'll have to pay another fee.
05:23In other words, if Malaysia succeeds...
05:25Arms royalties
05:27If Malaysia fails and cannot succeed
05:29The $250 million has already been pocketed.
05:32Regardless of whether it's a win-win situation in the end...
05:34Arms wins
05:36At this point, you might ask...
05:38Why is the government so willing to take such a gamble?
05:40The answer is just two words.
05:41computing power
05:42In the AI era, computing power is the new oil.
05:45You should know that the whole world is building now.
05:47This computing center
05:48Cloud vendor giants
05:50It could be hundreds of billions of dollars a year.
05:51Targeting data centers and chips
05:53Malaysia has certainly benefited from this wave of developments.
05:55Do you know these tech giants from the US and China?
05:58Including Microsoft
05:59Google
05:59Alibaba
06:00Huawei
06:00ByteDance's data centers
06:02In recent years, a large number of people have flocked to Johor or Selangor.
06:05Malaysia is already one of the important computing power hubs in Southeast Asia.
06:09Semiconductors are no longer just a commodity.
06:12It is a strategic resource
06:13For Malaysia?
06:14The real question isn't whether we can make one.
06:17Chips comparable to TSMC and Nvidia
06:20Rather, it's about whether you can leverage your existing advantages in packaging and testing.
06:24Low-cost engineering talent
06:27Foreign-invested semiconductor industry chain
06:29In addition to the ARM technology platform
06:31Gradually push that value chain upwards.
06:34This is something the government has been talking about for many years.
06:36A vision to help local businesses upgrade their industries
06:40Malaysia doesn't necessarily have to become the next Taiwan.
06:42But at least it means I'm no longer just packaging chips for others.
06:46Building computer rooms for others
06:48Instead, it can become a part of the global semiconductor supply chain in the AI era.
06:51A player who has mastered technology and products
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