The Rise of Malaysia

ICT and semiconductor industry's growing interest in Malaysia.

The US-China trade war has resulted in many companies seeking non-Chinese production sites as alternatives.

Malaysia is receiving increased interest from the ICT and semiconductor industries and emerging as a viable destination for production relocation.

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IN THE NEWS

Tuesday 20 October 2026

US firms eye Malaysia to diversify rare earth supply chains

More than a dozen US companies are exploring opportunities to develop Malaysia's rare earth industry, seeking alternatives to China-dominated supply chains as Washington pushes to...

Tuesday 20 October 2026

Malaysia says data center investors must fund transmission upgrades

Malaysia wants data center investors to bear the cost of transmission upgrades required by their projects, tying investment decisions more closely to local grid readiness. New applications...

Monday 19 October 2026

Malaysia unveils six locally designed chips, but commercial adoption is the real test

Malaysia's push to move from assembling chips to owning the designs behind them has reached the point where it must find buyers. On October 16, the government unveiled six semiconductor...

Friday 16 October 2026

FICG eyes 4x optical communications capacity by 2027

FICG is aggressively expanding optical communications production in Malaysia and China to meet surging AI-driven demand, which the company estimates is 3-4x current supply capacity...

Friday 16 October 2026

DayOne doubles Johor data center financing to MYR30 billion as billings pass 1GW

Singapore-based data center developer DayOne has secured an additional MYR15 billion (US$3.67 billion) in financing from a consortium of seven banks to expand hyperscale data center...

Friday 16 October 2026

Samsung SDI targets 2027 LFP BBU battery production

Samsung SDI will begin mass-producing cylindrical lithium iron phosphate (LFP) batteries for AI servers as early as June 2027, marking the first adoption of cylindrical LFP backup...

Tuesday 13 October 2026

Malaysian states team up to back homegrown chip firms

The Selangor state government has committed MYR50 million (US$12.24 million) to the National Strategic Investment Fund, joining Khazanah Nasional Bhd and the Penang government in a...

Monday 12 October 2026

Chinese thermal materials maker SJ Electronics to build US$70 million plant in Penang

PEN SJ Electronics, a subsidiary of China's SJ Electronics, will invest more than US$70 million in an advanced packaging materials and thermal management facility at Batu Kawan Industrial...

Saturday 10 October 2026

Advanced packaging leads Malaysia's push up the chip value chain as AI reshapes demand, says Yole analyst

Malaysia is moving from traditional semiconductor back-end manufacturing toward higher value-added work, with advanced packaging set to drive growth over the next two to three years,...

Thursday 8 October 2026

Malaysia's chip push: a new island and pressure from Washington and Beijing

Malaysia's plan to climb the semiconductor value chain is colliding with two constraints: a shortage of land in Penang, the heart of its chip industry, and mounting pressure to pick...

Wednesday 7 October 2026

Rapidus adds Malaysian chip designers to its semiconductor network

Japan's Rapidus is widening its semiconductor push with help from four Malaysian IC design firms, a move that could strengthen chip-development support for customers worldwide. The...

Thursday 1 October 2026

Infineon opens new backend chip plant in Thailand, eyes growth to up to five modules

Infineon Technologies officially inaugurated a new backend manufacturing site in Samut Prakan, south of Bangkok, on October 1, expanding the German chipmaker's production network in...

Monday 28 September 2026

South Korea's HBM-linked exports surge as Taiwan, Malaysia emerge as high-value destinations

South Korea's exports of the customs category that carries high-bandwidth memory (HBM) are no longer a two-destination story. Unit-value...

Thursday 24 September 2026

Yusin Malaysia plant to fully ramp up by 4Q26

Brake system parts maker Yusin said at an investor conference on September 23 that key equipment at its new Malaysia plant is expected...

Wednesday 23 September 2026

Malaysia reviews data centre benefits after 40-plus 2026 applications

Malaysia has received more than 40 applications to develop or expand data centres so far in 2026, underscoring the region's continued boom in data centre investment. But officials...

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