Analysis
Malaysia’s renewable energy sector remains on track to achieve 32 pct installed capacity target in 2026 – Hong Leong
Malaysia’s renewable energy (RE) sector remains on track to achieve its 32 percent installed capacity target in 2026, Hong Leong Investment Bank Research said Tuesday.
AI data center boom tests Malaysia’s power, water and talent limits – AMRO
Malaysia’s rapid emergence as a regional data center hub amid the global artificial intelligence (AI) boom is creating new strains on power, water and talent resources, raising questions about how sustainable the sector’s growth will be over the longer term, ASEAN+3 Macroeconomic Research Office (AMRO) said Tuesday.
Malaysia’s EV push shifts to localization as import curbs reshape market
New rules on imported electric vehicles (EVs) are expected to accelerate local assembly in Malaysia, but analysts say rising competition and softer demand could limit broader industry gains.
Physical AI shift lifts ASEAN telecom outlook, says Maybank
The shift toward “physical artificial intelligence” applications such as autonomous vehicles, robotics and industrial automation could reshape demand for telecom networks and support a stronger outlook for ASEAN and China operators, Maybank Investment Bank said Thursday.
Sea’s AI assistant Migoo could create long-term optionality, says Maybank
Singapore tech group Sea Ltd’s potential artificial intelligence (AI) assistant “Migoo” could evolve into a daily-use personal AI layer that strengthens user engagement and creates long-term optionality for its e-commerce and digital finance ecosystem, Maybank Investment Bank said.
MBSB sees positive impacts of data center development to Malaysia economic growth and various sectors
MBSB Research said Wednesday that it sees positive impacts of data center development to Malaysia economic growth and various sectors.
Thailand data center capacity set to quadruple as hyperscalers drive growth – BMI
Thailand’s data center sector is set to sustain strong medium-term growth, driven by a rapidly expanding pipeline of hyperscale investments and supportive government policies, even as execution risks around power supply, grid readiness and costs begin to emerge, BMI Country Risk & Industry Research said Monday.
Malaysia faces hurdles as digital finance ecosystem matures – AMRO
The ASEAN+3 Macroeconomic Research Office (AMRO) said Malaysia’s digital finance ecosystem is entering a more mature phase but faces key structural challenges, including fintech profitability pressures, rising cyber risks and regulatory gaps in fast-growing credit segments such as buy-now-pay-later (BNPL).
Kenanga sees advanced packaging as next battleground in semiconductor value chain
Kenanga Research said Monday that advanced packaging will become the next battleground in semiconductor value chain and benefit Malaysia's technology players.
CKD readiness mitigates policy impact across most EV marques in Malaysia – MBSB
MBSB Research said Monday that completely knocked down (CKD) readiness will mitigate recent policy impact across most electric vehicle (EV) marques in Malaysia.
