INVEST@Southeast Asia Forum 2024
会議棟 606会議室
INVEST@Southeast Asia Forum 2024 は、業界リーダー、投資家、およびこれらに関わる方々に、東南アジアにおける投資環境の進化を探る特別な機会を提供します。
東南アジアが半導体製造の重要な拠点として台頭していることを踏まえ、このフォーラムでは、グローバルなサプライチェーンにおける同地域の重要性の高まりについて、重要な洞察を提供します。参加者は、東南アジアの参加国における投資機会について、より深く理解することができます。
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概要：TBA
The Philippines offers a strong value proposition for global investors in the semiconductor and electronics industry, with established capabilities in manufacturing, packaging, assembly, and testing, alongside a growing base of IC design companies. As the sector accounts for over 60% of the country’s exports, the Philippines is a key player in global supply chains. Supported by a skilled, English-speaking workforce and government incentives such as tax holidays and streamlined business processes, the country provides an attractive environment for foreign companies seeking to invest in a dynamic, innovation-driven industry.
The opportunities for Thailand are not just limited to the supply side; demand also accelerates this momentum. The development of key industries such as EVs, renewable energy, and data centers has significantly accelerated the demand for semiconductors, as these sectors require advanced electronic parts and smart components to function effectively.
Thailand’s EV industry is rapidly expanding due to ambitious policies such as the 30@30 policy, which aims to produce 725,000 ZEVs by 2030. As Thailand strives to become a hub for EVs, the industry requires a comprehensive supply chain from upstream to downstream, including electronic parts and components. EVs rely on sophisticated electronic components like semiconductors, which are integral to battery management systems, power electronics, and advanced sensors to ensure optimal performance and safety. This presents a significant opportunity for semiconductor investors to meet this growing demand.
Thailand is committed to achieving 30% renewable energy in its total energy consumption by 2037, carbon neutrality by 2050, and net zero emissions by 2065. Meeting these ambitious targets necessitates substantial contributions from the energy sector. Transforming traditional energy sources to renewable energy requires the development of smart systems that depend heavily on advanced electronics for efficient energy conversion, storage, and distribution. Semiconductors and other smart electronic components are essential for maximizing energy output and ensuring the stability of the power grid.
Thailand is also home to more than 30 data centers, ranking 6th in Asia and 3rd in ASEAN. With plans from major firms like Microsoft and Amazon to build data centers in Thailand, there will be a proliferation of cloud services, IoT, and digital businesses, all of which demand robust infrastructure. Consequently, the growth of data centers significantly boosts the demand for semiconductors and other relevant electronic parts, contributing to the overall expansion of the industry.
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Partner
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