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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
Monday 10 August 2026
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from...
Saturday 8 August 2026
Accton revenue jumps on AI switch demand as 1.6T shipments expand
Accton Technology Corporation said demand for high-end networking gear remained strong as AI data center buildouts continued, lifting July consolidated revenue to NT$39.473 billion,...
Friday 7 August 2026
Malaysia weighs loosening rare earth export limits as global supply chase intensifies
Malaysia is reviewing limits on unprocessed rare earth exports as investors seek access and governments worldwide race to secure strategic minerals. Any policy shift could affect supply...
Monday 3 August 2026
FICG launches Singapore-Malaysia dual-core strategy
FICG's advanced manufacturing subsidiary PRO3C signed a memorandum of understanding (MOU) with AME Elite Consortium Berhad, a Malaysia-listed integrated industrial space solutions...
Sunday 26 July 2026
Lynas says Malaysia heavy rare earth project has gone over budget
Lynas Rare Earths said its heavy rare earth expansion in Malaysia has gone over budget as the Australia-based miner works to build out a non-China supply chain. The disclosure came...
Thursday 23 July 2026
ASEAN AI data center power demand seen at 6-7GW
ASEAN countries have become a battleground for global cloud service providers and infrastructure developers. After visiting the Johor-Singapore Special Economic Zone (JS-SEZ) in mid-2025,...
Wednesday 22 July 2026
Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors...

Wednesday 22 July 2026
AI infrastructure spending is reshaping Southeast Asia's PCB supply chain

Rising investment in AI servers, high-speed networking, and satellite communications is accelerating a shift in Southeast Asia's electronics...

Tuesday 21 July 2026
Middlemen emerge as ASEAN's No. 2 AI compute buyers
In the AI computing race, Nvidia AI server chips remain red-hot, even as the US-China trade confrontation shows no sign of easing. Although Shopee and YTL Group are among the biggest...
Tuesday 21 July 2026
How AI boom spurs Taiwan's PCB makers to rethink their Southeast Asia playbook

Amid the global boom in AI infrastructure investment, Southeast Asia is evolving from an electronics-component manufacturing base into...

Friday 17 July 2026
Jabil opens automated logistics hub in Penang to support global supply chains
Jabil has opened a new logistics hub in Penang, underscoring how manufacturers are reshaping supply chains through automation, artificial intelligence (AI), and improved inventory...
Tuesday 14 July 2026
Commentary: AI computing power map reshapes ASEAN, with Singapore still central
In the second quarter of 2025, DIGITIMES visited the rapidly expanding Johor-Singapore Special Economic Zone (JS-SEZ) and Wiwynn's massive AI server system integration (SI)...
Friday 10 July 2026
Malaysia solar firms rush to secure stock before China tax breaks end
Malaysia's renewable energy market is expected to keep expanding in 2026 as data center construction and rising solar adoption support demand, while Chinese policy changes are already...
Thursday 9 July 2026
Lynas signs long-term partnership with JS Link for Malaysia magnet factory
Lynas Rare Earths has agreed to a long-term partnership with JS Link to develop a rare earth permanent magnet factory in Kuantan, Malaysia, a move that could reshape supply chains...
Monday 29 June 2026
Johor's power grid faces mounting strain as data centre pipeline expands
Malaysia's southern state of Johor could see data centers account for about 40% of its electricity demand by 2035, highlighting mounting pressure on power infrastructure as the region...