Analysis

Malaysia’s semiconductor industry is benefiting from accelerating China+1 supply chain diversification, deeper localization by global semiconductor equipment makers and rising demand for optical and power semiconductors tied to artificial intelligence (AI)-driven data center expansion, while a recovery at Intel is also providing support to the sector, Hong…

Despite positive spillovers to economic growth and employment, several challenges lie ahead, such as natural resource constraints, limited domestic value added, and questionable impact on long-term employment, the ASEAN+3 Macroeconomic Research Office (AMRO) said Wednesday.

UOB Kay Hian expects total solar photovoltaic (PV) capacity to exceed 6.5GW over 2026 t0 2029 as the Malaysian government calls for tenders for the Large Scale Solar 6 (LSS6) and the take-off of Corporate Renewable Energy Supply Scheme (CRESS) projects.

Data center infrastructure spending is still accelerating in Malaysia, with capacity pipeline in the country expected to reach 7.5GW over the next five to ten years, Maybank Investment Bank said on Monday.

Asia Pacific (APAC) data center growth will remain strong through 2028, but future capacity expansion is expected to become increasingly concentrated in markets and operators capable of supporting artificial intelligence (AI)-grade workloads, large-scale financing and execution discipline, BMI Country Risk and Industry Research said Monday.

Singapore-based Grab Holdings' record quarter has signaled growing shift In Southeast Asian food retail, BMI Country Risk and Industry Research said Wednesday.

Malaysia’s renewable energy sector is poised for a renewed growth cycle despite near-term weakness in solar pricing, supported by upcoming large-scale projects and evolving policy frameworks, according to analysts.

Rising geopolitical tensions and energy market volatility are beginning to reshape global data center (DC) investment patterns, with Southeast Asia including Malaysia emerging as a key beneficiary of a potential shift away from higher-risk regions, RHB Investment Bank said Tuesday.

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.