Analysis

While Malaysia's technology sector is structurally exposed to energy cost volatility, its earnings impact is partially mitigated by cost pass-through mechanisms, Kenanga Research said in its recent report.

Accelerating distributed generation across several Asian markets has driven a downward revision to its on-grid electricity demand forecasts, as more supportive rooftop solar policy and persistently high retail tariffs erode grid-based consumption, BMI Country Risk and Industry Research said in its recent report.

The optimal development path for startups in Vietnam at the moment is to join conglomerates, such as via merger & acquisition (M&A) deals, instead of striving for initial public offering (IPO), said Erik Duong, founder of Web3 X, an investment fund and incubator specializing in Web3 and Blockchain startups.

Philippines-based Globe Telecom’s participation in the Candle Cable system will significantly boost the Philippines’ international connectivity, supporting regional ambitions for digital hub status through enhanced digital infrastructure resilience and high-speed, low- latency networks across the Asia Pacific region, BMI Country Risk and Industry Research…

Malaysia’s electric vehicle (EV) transition continues to progress at a steady but gradual pace, shaped by fuel subsidy structures, infrastructure constraints and intensifying competition among automakers, according to research houses.

Indonesia’s data center sector is entering a structurally differentiated growth phase, with Batam increasingly positioned as a regulatory compliance and Singapore-linked overflow hub, while Jakarta continues to anchor core hyperscale and enterprise demand, according to BMI Country Risk and Industry Research.

The global technology and semiconductor industry is entering a structurally stronger but increasingly uneven growth phase, driven by artificial intelligence (AI), high-performance computing (HPC) and next-generation connectivity. However, analysts warn that intensifying memory shortages, rising input costs and geopolitical tensions are beginning to distort…

Generative artificial intelligence (AI) could significantly reshape economies and labor markets across Asia and the Pacific, but widening disparities in readiness mean advanced economies are likely to capture most early gains, according to a report by the Asian Development Bank (ADB) on Friday.

The global build-out of artificial intelligence (AI) infrastructure will require up to $1.6 trillion over the next five years, with access to power, not capital, now the primary constraint on growth, according to Knight Frank.

Malaysia’s data center sector is poised for continued growth, with contractors securing hyperscale mandates and an estimated MYR 13 billion ($3.26 billion) to MYR 14 billion ($3.52 billion) worth of projects expected in the first half of 2026, according to research houses tracking the country’s digital infrastructure boom.