Analysis
RHB expects Malaysia’s technology sector momentum to remain intact into the second half on AI infrastructure spending
RHB Investment Bank expects Malaysia technology sector’s momentum to remain intact into the second half, supported by robust supply chain order flows amid elevated artificial intelligence (AI) infrastructure spending, an improving earnings growth trajectory, and positive management guidance.
Indonesia’s data center boom faces growing infrastructure challenges – BMI
Indonesia’s data center market is set for continued expansion, supported by international private capital, cloud adoption, data localization requirements and spillover demand from Singapore, but growing constraints around power, land, water, connectivity and renewable energy could increasingly challenge the country’s ability to sustain its growth, BMI…
Malaysia’s chip sector faces uneven AI gains, supply risks – HSBC
Malaysia’s semiconductor sector is benefiting from the global artificial intelligence (AI) boom, but gains remain uneven across the industry, while supply risks and the challenge of moving further up the value chain continue to weigh on its longer-term outlook, HSBC said on Thursday.
Malaysia’s newly launched NEEAP 2.0 opens $2B efficiency investment opportunities – MBSB
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…
U.S. China optics curbs may boost Malaysia manufacturing – analysts
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.
AI chip demand emerges key driver of Malaysia’s E&E exports – RHB
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 becoming key supplier requirement for Malaysia chip firms – Kenanga
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 tightens data center growth as Johor, Bangkok, Jakarta race ahead
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.
AI Nation 2030 to shift Malaysia beyond data centers towards AI value creation – MBSB
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.
[Discover Vietnam Tech] Vietnam tech ecosystem enters “quality first” era as investors bet on global ambition
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…
