Analysis

Malaysia’s National Energy Efficiency Policy and Action Plan 2026-2035 (NEEAP 2.0) and Energy Efficiency and Conservation Act (EECA) could unlock an estimated MYR 9.1 billion ($2.23 billion) in private-sector investment in industrial and commercial energy-efficiency measures, although much of the projected MYR 36.6 billion spending remains dependent on…

Malaysia could benefit from a proposed U.S. ban on imports of new Chinese optical transceiver models, as global suppliers expand production outside China to support artificial intelligence (AI) infrastructure, analysts said.

Malaysia's electrical and electronics (E&E) export performance is increasingly tied to global demand for artificial intelligence (AI)-driven semiconductors rather than exchange rate movements, underscoring the country's deeper integration into the global chip supply chain, RHB Investment Bank Research said Friday.

Cybersecurity is becoming a critical supplier qualification requirement for Malaysian technology hardware companies serving the global semiconductor industry, as chipmakers tighten supply chain standards amid rising cyber threats, Kenanga Research said Thursday.

Singapore's highly restrictive regulatory framework is reshaping Southeast Asia's data center landscape, with neighboring Johor, Bangkok and Jakarta emerging as key beneficiaries of hyperscale investment as operators seek larger sites, lower costs and greater expansion opportunities, according to a report by Knight Frank revealed on Thursday.

MBSB Research said Thursday that it viewed Malaysia's AI Nation 2030 positively, being the policy bridge between Malaysia’s current data center investment cycle and the next phase of domestic artificial intelligence (AI) value creation.

Following a multi-year funding winter, Vietnam’s tech ecosystem is undergoing a flight to quality, driven by high talent density, disciplined unit economics, and a "Vietnam+" playbook where startups leverage local engineering talent to build for global markets. According to Vietnam-based venture capital firm Ascend Vietnam Ventures (AVV), early-stage…

BIMB Securities said Tuesday that artificial intelligence (AI) is transforming climate-risk management across industries, and key sector beneficiaries included utilities and energy; banks and insurers; plantations and agriculture; infrastructure and property.

Singapore is expected to retain its position as Southeast Asia's premier data center hub despite mounting power and land constraints, but stricter sustainability requirements will continue to limit new capacity and push more investment into neighboring Malaysia and Indonesia, BMI Country Risk and Industry Research said in its recent report.

Uber’s proposed $15 billion acquisition of Delivery Hero could mark the ride-hailing giant’s return to Southeast Asia eight years after exiting the region, potentially reshaping competition across ASEAN’s on-demand services market, Maybank Investment Bank Research said Monday.