Analysis

By 2030, IDTechEx forecasts that the deployment of artificial intelligence (AI) data centers, commercialization of AI, and the increasing performance requirements from large AI models will perpetuate the already soaring market size of AI chips to over $400 billion.

The Southeast Asia (SEA) Monthly Funding Tracker for March 2025 reflects a slight upward move in funding during the month. Total funding amounted to $99.5 million across 22 rounds, marking a rise of 10.31 percent compared with February 2025 and an 82.1 percent decline from March 2024.

While ASEAN's regional payment connectivity (RPC) is making good progress, ASEAN+3 Macroeconomic Research Office (AMRO) sees some challenges, including fragmented systems, regulatory alignment, and cybersecurity remain.

United States President Donald Trump administration’s reciprocal tariffs (RT) driven macro factors are expected to weigh on Malaysia's semiconductor sector, Maybank Investment Bank said Friday.

While there have been numerous media reports in the past weeks of a potential merger between Grab and GoTo, Maybank Investment Bank opined that acquisition of Gojek would be the most favorable scenario for Grab, leading to maximum synergies while preserving balance sheet strength.

Resilient, scalable cloud infrastructure empowers Asia Pacific’s Telcos to sustainably drive new revenue streams, enable AI-powered customer experiences, and accelerate modernization initiatives

The Southeast Asia (SEA) Monthly Funding Tracker for February 2025 indicates that funding activity slowed during the month. Total funding amounted to $92.9 million across 18 rounds, marking a decline of 86.56 percent compared with January 2025 and a 69.03 percent decline from February 2024.

Analysts said Thursday that Malaysia's partnership with Softbank-backed semiconductor firm Arm Holdings will ignite the front-end semiconductor value chain in the country.

Maybank Investment Bank said Thursday that the potential merger deal between Grab and Gojek could lead to annual synergies of $106 million to $209 million and as such would be positive.

While the recent US Framework for AI Diffusion presents a dent to Malaysia’s booming DC space, Hong Leong Investment Bank Research said Wednesday that Malaysian government supportive policies will provide a competitive advantage in data center (DC) investment.