The accelerating data centre boom in Southeast Asia: Are you Prepared?
https://telconews.com.au/story/the-accelerating-data-centre-boom-in-southeast-asia-are-you-prepared

Can Bitcoin miners turn AI data centres into a new goldmine?
https://www.bobsguide.com/can-bitcoin-miners-turn-ai-data-centres-into-a-new-goldmine/

Bitcoin surge triggers billions in losses for crypto short traders after Trump win
Trump's proposed policies for Bitcoin has propelled bitcoin’s price upward — it's now up over 22% since last week. If Trump had lost, the price of BTC would have most likely plummeted due to Harris’ unfavorable policy around Bitcoin and overall horrible policy around financial markets in general — like wanting to tax unrealized gains.
https://www.reuters.com/technology/bitcoin-surge-triggers-billions-losses-crypto-short-traders-after-trump-win-2024-11-11/

Bitcoin - data centers

Tesla shares at highest level since April 2022
Options trading concentrated in near-term contracts
Bullish options action seen helping push the stock higher

Tesla options draw 'euphoric' trading as Trump win fires up stock
https://www.reuters.com/business/autos-transportation/tesla-options-draw-euphoric-trading-trump-win-fires-up-stock-2024-11-11/

Global Semiconductor Sales Increase 23.2% in Q3 2024 compared to Q3 2023; Quarter-to-Quarter sales up 10.7%

Regionally, year-to-year sales in September were up in the Americas (46.3%), China (22.9%), Asia Pacific/All Other (18.4%), and Japan (7.7%), but down in Europe (-8.2%). Month-to-month sales in September increased in Japan (5.3%), Asia Pacific/All Other (4.5%), the Americas (4.1%), Europe (4.0%), and China (3.6%).

BlackRock Plows $2 Billion Into Momentum Stocks After Election
MTUM posts record inflow while $1 billion exits from IUSB
BlackRock’s model team positions for post-vote relief rally
https://www.bloomberg.com/news/articles/2024-11-11/blackrock-blk-plows-2-billion-into-momentum-stocks-mtum-after-election?embedded-checkout=true

Thank You Donald Trump for Bitcoin's All-Time High
it's now up over 22% since last week. If Trump had lost, the price of BTC would have most likely plummeted due to Harris’ unfavorable policy around Bitcoin and overall horrible policy around financial markets in general — like wanting to tax unrealized gains.

Thank You Donald Trump for Bitcoin's All-Time High
https://bitcoinmagazine.com/markets/thank-you-donald-trump-for-bitcoins-all-time-high

PHLX Semiconductor Index was up 1.33% on Friday.

Frozen out by tariffs in Europe and the United States, Chinese electric vehicle makers are poised to penetrate further into Southeast Asia, where the market value for cleaner cars is approaching US$100 billion

Frozen out by tariffs in Europe and the United States, Chinese electric vehicle makers are poised to penetrate further into Southeast Asia, where the market value for cleaner cars is approaching US$100 billion.

Malaysia and Singapore vie for semiconductor supremacy in SEA amid global supply chain shifts
https://www.digitimes.com/news/a20240702PD208/malaysia-singapore-semiconductor-industry-ic-manufacturing-supply-chain-packaging-talent.html

Vietnam misses out on Intel, LG Chem investments due to lack of incentives, ministry document shows

The ministry document confirmed a November report by Reuters that Intel had shelved a planned investment in Vietnam that could have nearly doubled the U.S. chipmaker’s operation in the Southeast Asian country.

The document added that Austria-based semiconductor manufacturer AT&S had decided to invest in Malaysia after its request for investment supports in Vietnam were not met, and said Samsung Electronics was moving some production to India.
https://wtaq.com/2024/07/05/vietnam-misses-out-on-intel-lg-chem-investments-due-to-lack-of-incentives-ministry-document-shows/

Intel and LG bypass Vietnam for billion-dollar projects: Analyzing the reasons
Foreign corporations such as Samsung, Intel, and LG have surveyed Vietnam for potential investment but ultimately decided to invest their billion-dollar projects in other countries.

Notable cases include LG Chemical, which proposed a battery production project requesting 30% cost support from Vietnam but later moved to Indonesia. Intel proposed a $3.3 billion chip production project, asking for 15% cash support, but ultimately chose Poland. Austrian semiconductor company AT&S also surveyed Vietnam but decided on Malaysia due to unmet support requirements and a lack of available high-tech labor.
https://vietnamnet.vn/en/intel-and-lg-bypass-vietnam-for-billion-dollar-projects-analyzing-the-reasons-2298787.html

Global Semiconductor Sales Increase 15.8% Year-to-Year in April; New Industry Forecast Projects Market Growth of 16.0% in 2024.

Global Semiconductor Sales Increase 15.8% Year-to-Year in April; New Industry Forecast Projects Market Growth of 16.0% in 2024

Post removed.Why?

Bridge Data to build its largest data centre in Malaysia
https://www.nst.com.my/business/corporate/2024/02/1019313/bridge-data-build-its-largest-data-centre-malaysia

PHLX Semiconductor (^SOX) was up 1.6% yesterday..

PHLX Semiconductor (^SOX) was up 1.6% yesterday.

https://klse.i3investor.com/web/blog/detail/savemalaysia/2024-03-19-story-h-185711851-YTL_Power_develops_one_of_world_s_best_advanced_supercomputers

Regarding this, Reuters reported on December 8 that NVIDIA is negotiating a partnership with the local conglomerate YTL for an AI infrastructure construction project in Malaysia, with the total investment amounting to $4.3 billion.

The project involves hosting AI infrastructure, including supercomputers and cloud computing, at YTL's data center in Johor, southern Malaysia. According to YTL, the first phase is expected to be completed by mid-2024, with operations starting then.

YTL, founded in Malaysia in 1955, is a conglomerate at the core of infrastructure business. It handles utilities (electricity, gas, water), high-speed rail, cement, construction, real estate, hotels, resorts, and also engages in digital technology-related businesses such as data centers and digital banking. The partnership with NVIDIA is expected to further strengthen its presence in the digital domain.

YTL, which also operates a resort business in Hokkaido Niseko and is listed on the Tokyo Stock Exchange, has strong ties with Japan.

The operational partner in the NVIDIA collaboration project is YTL Power International, a subsidiary of YTL. YTL Power revealed plans to build Malaysia's fastest supercomputer using NVIDIA's AI chips and to develop a large-scale language model specialized in the Malay language by utilizing NVIDIA's AI cloud computing.

CEO Huang stated, "Malaysia is a country with the necessary land, facilities, and power for computing infrastructure, becoming an important hub in Southeast Asia. YTL will play a significant role," highlighting the country's potential in the AI sector.

Malaysian Prime Minister Anwar Ibrahim also mentioned the NVIDIA and YTL partnership on X (formerly Twitter), revealing that the investment scale would reach 20 billion Ringgit (about $4.3 billion).

Intel built Malaysia's semiconductor manufacturing base
Malaysia's population is about 34 million. According to IMF estimates, the country's nominal GDP is $465.5 billion, with a per capita GDP exceeding $13,000. In the Association of Southeast Asian Nations (ASEAN), this per capita GDP ranks third after Singapore's $91,000 and Brunei's $35,000.

Malaysia, having absorbed Japanese automotive industry technology and created its own manufacturers, is a country with high manufacturing technology within ASEAN. This technological prowess is also applied to the semiconductor field, making it an important presence in the global semiconductor market supply chain.

Intel laid the foundation for the country's semiconductor sector.

In 1972, Intel established its first offshore assembly and testing site in Penang Island, Malaysia. Since then, it has expanded its base to the Kulim district on the opposite shore of Penang Island, investing over half a century. The cumulative investment amount exceeds $5 billion, with the momentum of investment expected to accelerate further over the next decade.

In 2021, Intel announced plans to invest $7 billion in Malaysia over the next decade to upgrade its semiconductor manufacturing capacity, including establishing advanced packaging facilities and 3D chip packaging facilities.

Besides Intel, various semiconductor companies have invested in Malaysia, making semiconductors a significant part of the Malaysian economy.

According to ASEAN Briefing (January 26, 2024), the semiconductor industry contributes 25% to Malaysia's GDP, holding a 13% global share in semiconductor packaging, assembly, and testing services. Additionally, semiconductor exports rank sixth in the world.

Entering the 1990s, the rise of South Korea's Samsung and Taiwan's TSMC diminished Malaysia's presence in the semiconductor market. However, recent intensification of US-China trade tensions has once again raised interest in Malaysia..

Why is Malaysia becoming the "center of AI manufacturing"? The aim of NVIDIA CEO Jensen Huang

NVIDIA, having surpassed Google and Amazon in market capitalization, is part of the Magnificent 7, attracting global attention to its investment trends. A significant recent investment by the company is in Malaysia. In December 2023, NVIDIA CEO Jensen Huang visited Malaysia and pointed out the country's potential to become a manufacturing hub in the AI sector. He also reported plans to collaborate with the country's conglomerates on building supercomputers and developing large-scale language models. This article explores why Malaysia is gaining attention in the semiconductor and AI sectors.

Huang highly values Malaysia's potential
With NVIDIA surpassing Google and Amazon in market capitalization, interest in the company's development and investment trends has increased.

One of the recent highlights regarding NVIDIA is the expansion of its investment in Malaysia.

In December 2023, during his visit to Malaysia, NVIDIA CEO Jensen Huang stated the country has the potential to become a "manufacturing hub" in the AI sector. This statement suggested an expansion of investment in Malaysia, drawing significant media attention..

YTL Power develops one of world's best advanced supercomputers
https://klse.i3investor.com/web/blog/detail/savemalaysia/2024-03-19-story-h-185711851-YTL_Power_develops_one_of_world_s_best_advanced_supercomputers

Why is Malaysia becoming the "center of AI manufacturing"? The aim of NVIDIA CEO Jensen Huang

NVIDIA, having surpassed Google and Amazon in market capitalization, is part of the Magnificent 7, attracting global attention to its investment trends. A significant recent investment by the company is in Malaysia. In December 2023, NVIDIA CEO Jensen Huang visited Malaysia and pointed out the country's potential to become a manufacturing hub in the AI sector. He also reported plans to collaborate with the country's conglomerates on building supercomputers and developing large-scale language models. This article explores why Malaysia is gaining attention in the semiconductor and AI sectors.

Huang highly values Malaysia's potential
With NVIDIA surpassing Google and Amazon in market capitalization, interest in the company's development and investment trends has increased.

One of the recent highlights regarding NVIDIA is the expansion of its investment in Malaysia.

In December 2023, during his visit to Malaysia, NVIDIA CEO Jensen Huang stated the country has the potential to become a "manufacturing hub" in the AI sector. This statement suggested an expansion of investment in Malaysia, drawing significant media attention..

Regarding this, Reuters reported on December 8 that NVIDIA is negotiating a partnership with the local conglomerate YTL for an AI infrastructure construction project in Malaysia, with the total investment amounting to $4.3 billion.

The project involves hosting AI infrastructure, including supercomputers and cloud computing, at YTL's data center in Johor, southern Malaysia. According to YTL, the first phase is expected to be completed by mid-2024, with operations starting then.

YTL, founded in Malaysia in 1955, is a conglomerate at the core of infrastructure business. It handles utilities (electricity, gas, water), high-speed rail, cement, construction, real estate, hotels, resorts, and also engages in digital technology-related businesses such as data centers and digital banking. The partnership with NVIDIA is expected to further strengthen its presence in the digital domain.

YTL, which also operates a resort business in Hokkaido Niseko and is listed on the Tokyo Stock Exchange, has strong ties with Japan.

The operational partner in the NVIDIA collaboration project is YTL Power International, a subsidiary of YTL. YTL Power revealed plans to build Malaysia's fastest supercomputer using NVIDIA's AI chips and to develop a large-scale language model specialized in the Malay language by utilizing NVIDIA's AI cloud computing.

CEO Huang stated, "Malaysia is a country with the necessary land, facilities, and power for computing infrastructure, becoming an important hub in Southeast Asia. YTL will play a significant role," highlighting the country's potential in the AI sector.

Malaysian Prime Minister Anwar Ibrahim also mentioned the NVIDIA and YTL partnership on X (formerly Twitter), revealing that the investment scale would reach 20 billion Ringgit (about $4.3 billion).

Intel built Malaysia's semiconductor manufacturing base
Malaysia's population is about 34 million. According to IMF estimates, the country's nominal GDP is $465.5 billion, with a per capita GDP exceeding $13,000. In the Association of Southeast Asian Nations (ASEAN), this per capita GDP ranks third after Singapore's $91,000 and Brunei's $35,000.

Malaysia, having absorbed Japanese automotive industry technology and created its own manufacturers, is a country with high manufacturing technology within ASEAN. This technological prowess is also applied to the semiconductor field, making it an important presence in the global semiconductor market supply chain.

Intel laid the foundation for the country's semiconductor sector.

In 1972, Intel established its first offshore assembly and testing site in Penang Island, Malaysia. Since then, it has expanded its base to the Kulim district on the opposite shore of Penang Island, investing over half a century. The cumulative investment amount exceeds $5 billion, with the momentum of investment expected to accelerate further over the next decade.

In 2021, Intel announced plans to invest $7 billion in Malaysia over the next decade to upgrade its semiconductor manufacturing capacity, including establishing advanced packaging facilities and 3D chip packaging facilities.

Besides Intel, various semiconductor companies have invested in Malaysia, making semiconductors a significant part of the Malaysian economy.

According to ASEAN Briefing (January 26, 2024), the semiconductor industry contributes 25% to Malaysia's GDP, holding a 13% global share in semiconductor packaging, assembly, and testing services. Additionally, semiconductor exports rank sixth in the world.

Entering the 1990s, the rise of South Korea's Samsung and Taiwan's TSMC diminished Malaysia's presence in the semiconductor market. However, recent intensification of US-China trade tensions has once again raised interest in Malaysia.

Why is Malaysia becoming the "center of AI manufacturing"? The aim of NVIDIA CEO Jensen Huang

NVIDIA, having surpassed Google and Amazon in market capitalization, is part of the Magnificent 7, attracting global attention to its investment trends. A significant recent investment by the company is in Malaysia. In December 2023, NVIDIA CEO Jensen Huang visited Malaysia and pointed out the country's potential to become a manufacturing hub in the AI sector. He also reported plans to collaborate with the country's conglomerates on building supercomputers and developing large-scale language models. This article explores why Malaysia is gaining attention in the semiconductor and AI sectors.

Huang highly values Malaysia's potential
With NVIDIA surpassing Google and Amazon in market capitalization, interest in the company's development and investment trends has increased.

One of the recent highlights regarding NVIDIA is the expansion of its investment in Malaysia.

In December 2023, during his visit to Malaysia, NVIDIA CEO Jensen Huang stated the country has the potential to become a "manufacturing hub" in the AI sector. This statement suggested an expansion of investment in Malaysia, drawing significant media attention.

The #1 problem with all of the optical discs is time. You can put them in a UV blocking, static free envelope, place that envelope in a wooden box, put that in a cardboard box, and then leave it in a vault for 7 years. When you open it and place it in a drive, you are looking at a 35% readability.

Nvidia Expects to Win Outsized Chunk of Data Center Spending
New Blackwell chip-based products to come late this year
Nvidia warns of potential supply constraints as demand surges
https://www.bloomberg.com/news/articles/2024-03-19/nvidia-ceo-expects-to-win-outsized-chunk-of-data-center-spending

US stocks, tech draw record inflows in latest week - Barclays

LONDON, March 15 (Reuters) - Equity funds drew $56.4 billion of inflows in the latest week, driven by record inflows to both U.S. and technology funds, Barclays said in a note on Friday, citing data from EPFR.

Globally, all equity sectors saw inflows, with tech attracting the most on record at $22 billion, while healthcare and financials drew inflows of around $7 billion each, Barclays said..

US stocks, tech draw record inflows in latest week - Barclays

LONDON, March 15 (Reuters) - Equity funds drew $56.4 billion of inflows in the latest week, driven by record inflows to both U.S. and technology funds, Barclays said in a note on Friday, citing data from EPFR.

Globally, all equity sectors saw inflows, with tech attracting the most on record at $22 billion, while healthcare and financials drew inflows of around $7 billion each, Barclays said.

Nvidia and AMD supplier Kinsus Interconnect Technology is considering building a substrate manufacturing facility in Penang, Malaysia

Nvidia supplier to set up pilot plant in Malaysia
Nvidia and AMD supplier Kinsus Interconnect Technology is considering building a substrate manufacturing facility in Penang, Malaysia

Malaysia seeks place in EV ecosystem with battery development
https://asia.nikkei.com/Business/Technology/Malaysia-seeks-place-in-EV-ecosystem-with-battery-development

Dufu Technology expects long-term growth in digital storage devices
https://www.thestar.com.my/business/business-news/2023/08/01/dufu-technology-expects-long-term-growth-in-digital-storage-devices

Fed decision: Powell will keep door open for first interest rate cut in March
https://www.marketwatch.com/story/fed-decision-powell-will-keep-door-open-for-first-interest-rate-cut-in-march-0f0e7c46

Global investors plow into Asia data centers on AI boom
https://www.japantimes.co.jp/business/2024/01/15/tech/asia-data-centers-ai-boom/

Exports to recover by early 2024
PETALING JAYA: Malaysia’s export performance is expected to continue improving in the coming months, following a slower contraction registered in October, in tandem with the bottoming out of semiconductor shipments.
https://www.thestar.com.my/business/business-news/2023/11/21/exports-to-recover-by-early-2024

The PHLX Semiconductor Index up nearly 4%. Earlier Friday, Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) posted a 34.8% sequential increase in revenue for the month of October in a positive signal for the sector.

Early Friday, TSMC released its monthly sales data, which showed a 34.8% increase in revenue in October from September. On a year-over-year basis, TSMC's October sales rose 15.7%.

PHLX Semiconductor Index was up 4.04% on Friday.
https://www.marketwatch.com/investing/index/sox

TSMC's month-on-month sales surge nearly 35% to hit high in October

TSMC's month-on-month sales surge nearly 35% to hit high in October
https://focustaiwan.tw/business/202311100010

Tech/semiconductor stocks already hit a bottom. The recent QR announcement is something in the past. Look at the future

Immediate Announcement on Shares Buy Back
https://malaysiastock.biz/Company-Announcement.aspx?id=1484842

PHLX Semiconductor Index was up 6.26 percent on Friday.
https://www.marketwatch.com/investing/index/sox

New car sales to surge 15.6% in May with higher prices still in play, report says
https://finance.yahoo.com/news/new-car-sales-to-surge-156-in-may-with-higher-prices-still-in-play-report-says-141150900.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAAuBeLAVbbSrv73_AdZhYOoqthUwUqgEF6OHYpBkBTgav0fA5hqFw_borWna-W9jwduhezhkJV7anhlHrkHdfGHTVxCc8XKiI3fijpyNpAgeUjrrFoz2EUiz7z3x1w2So3KkrlxQBwMxnrq9qA4CtCKO5xXhgq1O8qdeUYnVtU4z

New car sales to surge 15.6% in May with higher prices still in play, report says

The Philadelphia Semiconductor Index (.SOX) jumped 6.3%, bringing its gain in the past two sessions to over 13%.

TECH
Two of the world’s most critical chip firms rally after Nvidia’s 26% share price surge
https://www.cnbc.com/2023/05/25/tsmc-asml-two-critical-chip-firms-rally-after-nvidias-earnings.html