Analysis
Chinese hyperscalers ramp up AI spending but trail US rivals – Moody’s
Chinese technology giants are rapidly increasing spending on artificial intelligence infrastructure but face greater financial constraints than their U.S. counterparts, whose larger and more profitable core businesses provide stronger cash flow and greater capacity to sustain heavy investment, Moody’s Ratings said on Thursday.
Southeast Asia’s EV sales accelerate as energy crisis continues
Electric vehicle (EV) sales are accelerating in Southeast Asia as energy crisis continues, Maybank Investment Bank said on Thursday.
AI is lifting one half of the world economy as geopolitical and trade strife weigh on the other – Moody’s
The global economy is running at two speeds - economies plugged into the artificial intelligence (AI) boom are racing ahead; those with weaker links to AI are struggling under geopolitical upheaval, trade conflict, and policy uncertainty, Moody's Analytics said on Tuesday.
Analysts see NEEAP 2.0 marks a structural shift in Malaysia’s energy-efficiency landscape
The National Energy Efficiency Policy and Action Plan 2026-2035 (NEEAP 2.0) marks a structural shift in Malaysia’s energy-efficiency landscape, providing a clearer implementation roadmap for mandatory energy management, reporting and periodic audits for qualifying energy consumers, progressively shifting adoption from voluntary towards regulation driven,…
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.
