国家半导体战略仍缺时间表 2大类业者料受惠
(吉隆坡29日讯)首相拿督斯里安华昨日公布国家半导体战略(NSS),以打造大马成为全球晶片中心,分析员乐观看待这项最新举措,认为半导体封装测试(OSAT)和自动化测试设备(ATP)业者将是主要受惠者。
250亿奖掖详情未公布
不过,分析员略感失望于该战略并未列明具体时间表,而至少250亿令吉奖掖的详情也未出炉。
根据安华表示,政府将拨款至少250亿令吉落实NSS,并分3个阶段和朝5大目标进行,以促进与东盟、亚洲和全球公司合作。
这3个阶段分别为建立基础、走向前沿和前言创新,第一阶段预计争取至少5000亿令吉的投资。具体细节将由投资、贸易及工业部(MITI)发布。
达证券分析员指出,此雄心勃勃的计划将协助大马提升在全球半导体行业的价值链。如果得到良好执行,在可预见的未来,大马将保持为受欢迎的热点,吸引全球科技企业前来投资。
“唯一略为失望的是,这些主要目标并没有特定的时间线。”
该行表示,在这些主要目标中,期待政府公布至少250亿令吉奖掖的更多详情,因为这将激励本地半导体业者加速升级和提升技能。
半导体领域保持“加码”
该行对半导体领域保持“加码”评级,认为国家半导体战略的主要受惠者是OSAT和ATP企业。
涉足OSAT的企业包括马太平洋(MPI,3867,主板科技组)、益纳利美昌(INARI,0166,主板科技组)、友力森(UNISEM,5005,主板科技组)、东益电子(GTRONIC,7022,主板科技组)和KESM科技(KESM,9334,主板科技组)。
而ATP业者包括ELSOFT科研(ELSOFT,0090,主板科技组)、伟特机构(VITROX,0097,主板科技组)、腾达机构(PENTA,7160,主板科技组)、明试控股(AEMULUS,0181 ,创业板科技组)、MMS创投(MMSV,0113,主板科技组)、QES集团(QES,0196,创业板工业产品服务组)、正齐科技(MI,5286,主板科技组)和维视机动(VIS,0120,创业板科技组)。
至于晶圆业务的企业为拥有矽佳(SilTerra)的迪耐(DNEX,4456,主板科技组)。
另一方面,马股唯一的晶片设计公司为OPPSTAR公司(OPPSTAR,0275,创业板科技组)。
而生产精密零组件的工程公司包括杰冯科技(JFTECH,0146,主板科技组)、创柏集团(FPGROUP,5277,主板工业产品服务组)、UWC公司(UWC,5292,主板科技组)和SFP科技(SFPTECH,0251,创业板科技组)等等,也将从中受益。
科技股简评
公司/评级/目标价(令吉)
益纳利美昌/买进/4.30
友尼森/守住/3.84
马太平洋/沽售/38.60
ELSOFT科研/守住/0.575
资料来源:达证券
https://www.sinchew.com.my/news/20240529/finance/5644192
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国家半导体战略仍缺时间表 2大类业者料受惠