Nvidia, chip stocks pop after Foxconn reports record revenue
https://www.investopedia.com/nvidia-tsmc-other-ai-chip-stocks-surge-as-foxconn-posts-record-revenue-8769559

Market analysts expect Bursa to stay buoyant in 2025 - https://theedgemalaysia.com/node/738822

Malaysia's glove sector poised for strong demand recovery in 2025 — Kenanga Research - https://theedgemalaysia.com/node/739793

https://www.bloomberg.com/news/articles/2025-01-01/south-korea-s-export-momentum-grows-on-demand-from-china?embedded-checkout=true

Why Tesla Stock Surged on Friday

Tesla's Q4 delivery numbers missed expectations, but a recent report shows the company is seeing positive momentum in China.
Canaccord weighed in on Tesla in new coverage, issuing a buy rating on the stock and raising its one-year price target from $298 per share to $404 per share.

https://thesun.my/business-news/top-glove-sets-ambitious-60-sales-volume-growth-target-for-fy25-as-demand-rises-MD13451287

CIMB Securities said in its recent report that it expects Malaysia’s technology sector revenue to grow by an average of 25 percent in 2025 to 2026 (versus +2 percent in 2024), driven by a broader recovery in the global semiconductor market, underpinned by AI infrastructure investments and a pickup in the inventory replenishment cycle.
https://technode.global/2024/12/27/analysts-foresee-recovery-for-malaysias-tech-sector-next-year/

Analysts have foreseen recovery for Malaysia’s technology sector next year, underpinned by factors including artificial intelligence (AI) infrastructure investments.
CIMB Securities said in its recent report that it expects Malaysia’s technology sector revenue to grow by an average of 25 percent in 2025 to 2026 (versus +2 percent in 2024), driven by a broader recovery in the global semiconductor market, underpinned by AI infrastructure investments and a pickup in the inventory replenishment cycle.
https://technode.global/2024/12/27/analysts-foresee-recovery-for-malaysias-tech-sector-next-year/

Analysts have foreseen recovery for Malaysia’s technology sector next year, underpinned by factors including artificial intelligence (AI) infrastructure investments.
CIMB Securities said in its recent report that it expects Malaysia’s technology sector revenue to grow by an average of 25 percent in 2025 to 2026 (versus +2 percent in 2024), driven by a broader recovery in the global semiconductor market, underpinned by AI infrastructure investments and a pickup in the inventory replenishment cycle.
https://technode.global/2024/12/27/analysts-foresee-recovery-for-malaysias-tech-sector-next-year/

Malaysian data center project secures $900m in financing
https://asia.nikkei.com/Spotlight/DealStreetAsia/Malaysian-data-center-project-secures-900m-in-financing

Malaysia has ended 2024 as Southeast Asia’s top data center hub with $23 billion investments, solidifying its position as Southeast Asia’s leading digital hub, Knight Frank said Monday.

The semiconductor industry is poised for another remarkable performance in 2025, according to Bank of America. Despite a stellar year, which saw heavy investment in artificial intelligence, experts predict that interest may shift towards other sectors like automotive and industrial chipmakers. This change could lead to a rebound in production and inventory replenishment, particularly if the global economy begins to recover.
https://www.reporterosdelsur.com.mx/news-en/the-semiconductor-surge-what-to-expect-in-2025/50856/#google_vignette

The semiconductor industry is poised for another remarkable performance in 2025, according to Bank of America. Despite a stellar year, which saw heavy investment in artificial intelligence, experts predict that interest may shift towards other sectors like automotive and industrial chipmakers. This change could lead to a rebound in production and inventory replenishment, particularly if the global economy begins to recover.
https://www.reporterosdelsur.com.mx/news-en/the-semiconductor-surge-what-to-expect-in-2025/50856/#google_vignette

If Bitcoin prices fall significantly, mining becomes less profitable, reducing the incentive to expand or maintain mining operations. This can lead to decreased demand for data centers specifically geared toward mining.
• Conversely, during a bull market, miners may overbuild infrastructure, leading to a temporary surge in demand for data centers.

Bitcoin Sets All-time High Again, Once Breaks US$105,000

Gradual earnings growth likely for chip sector on rising demand
https://www.thestar.com.my/business/business-news/2024/12/10/gradual-earnings-growth-likely-for-chip-sector-on-rising-demand

Tesla stock rides Trump effect to all-time highs

Tesla stock (TSLA) roared to another all-time high on Friday, capping off a huge week for the stock and CEO Elon Musk.

Shares of Tesla rose over 4% on Friday and reached a closing high of $436.23. The stock hit a record high on Wednesday as well, and it finished up 12.08% for the week.

Semicon equipment sales to climb 16 percent in 2025, says Semi
https://bits-chips.nl/article/semicon-equipment-sales-to-climb-16-percent-in-2025-says-semi/

Tesla sold 21,900 electric vehicles in the first week of December in China, marking the company’s highest weekly sales in the fourth quarter of this year, according to Tesla China.
https://www.techinasia.com/news/tesla-sells-21900-evs-china-hits-record-q4-weekly-sales

The global semiconductor manufacturing industry demonstrated strong momentum in the third quarter of 2024, with all key industry indicators showing positive sequential increases for the first time in two years
https://www.digitimes.com/news/a20241122VL202/manufacturing-2024-growth-sales-demand.html

Bitcoin Treading Water Below $100,000 With Big Target In Sight
https://www.bloomberg.com/news/articles/2024-11-21/bitcoin-btc-flirts-with-100-000-on-optimism-over-us-crypto-outlook?embedded-checkout=true

VCI Global secures $30m investment for AI data center in Malaysia
https://www.datacenterdynamics.com/en/news/vci-global-secures-30m-investment-for-ai-data-center-in-malaysia/

RHB noted that Pentamaster’s 3QFY2024 pre-tax profit margin improved sequentially to 9.7% versus 6% in 2QFY2024, thanks to higher-margin projects.
“This offset the weaker factory automation solutions margin, which dropped 5.1 percentage points to 28.2%, due to higher material cost,” it added.
Nevertheless, RHB retained its 'buy' call on Pentamaster and unchanged TP of RM5.95, pending Pentamaster’s analysts briefing later on Friday.
The house anticipated Pentamaster to deliver annual earnings of RM95 million for FY2024 and RM126 million in FY2025 as at press time.

Tesla Stock Soars Past $320 After Elon Musk ‘Made a Bet for the Ages’
Elon Musk’s relationship with President-elect Donald Trump turned out to be an incredible hedge for shares of Musk’s electric-vehicle company Tesla.
https://www.barrons.com/amp/articles/tesla-stock-price-musk-trump-3a1797f3

Goldman Trading Desk Bullish on Chinese Stocks After US Election

Note from US bank stresses “policy put” for investors in China
Predicts the PBOC will defend yuan at around 7.35 per dollar
https://www.bloomberg.com/news/articles/2024-10-30/goldman-trading-desk-bullish-on-chinese-stocks-after-us-election?embedded-checkout=true

Blog Rasmi Google Malaysia: Google Breaks Ground on US$2 Billion Malaysia Data Center and Cloud Region, Announces Support for New Sustainability and Skilling Initiatives
https://malaysia.googleblog.com/2024/10/google-breaks-ground-on-us2-billion.html

https://theedgemalaysia.com/node/727763

https://theedgemalaysia.com/node/727763

Malaysia’s Tropicana sells land in Johor to ZData for data center project
https://www.datacenterdynamics.com/en/news/malaysias-tropicana-sells-land-in-johor-to-zdata-for-data-center-project/

https://fortune.com/asia/2024/10/02/oracle-invests-malaysia-cloud-computing-big-tech-ai/

August semiconductor sales rise nearly 21% year-over-year: SIA
https://www.msn.com/en-us/money/markets/august-semiconductor-sales-rise-nearly-21-year-over-year-sia/ar-AA1rImz1

Global Semiconductor Sales Surge to $53.1 Billion in August 2024

Global Semiconductor Sales Increase 20.6% Year-to-Year in August

China eyes Southeast Asia as vital gateway for semiconductor expansion
https://www.digitimes.com/news/a20240916PD213/asia-gateway-expansion-packaging-testing.html

https://www.businesstoday.com.my/2024/09/21/brilliant-outlook-for-kgb-thanks-to-semiconductor-recovery-and-strong-order-book/

Malaysia's rise as SEA's fastest-growing data centre hub vital for shift to RE
https://www.nst.com.my/amp/business/economy/2024/09/1099677/malaysias-rise-seas-fastest-growing-data-centre-hub-vital-shift-re

Bright future for electrical, electronics industry
https://www.thestar.com.my/metro/metro-news/2024/08/31/bright-future-for-electrical-electronics-industry

Manufacturers Optimistic On Malaysia’s Economy For Rest Of 2024
https://www.businesstoday.com.my/2024/08/31/manufacturers-optimistic-on-malaysias-economy-for-rest-of-2024/

Hunt for Fed-pivot winners sparks a rush to Malaysia, Indonesia - https://theedgemalaysia.com/node/725074

Thailand, Malaysia see strong export rebound on tech upcycle
Trade-oriented ASEAN countries logged double-digit growth in July

https://asia.nikkei.com/Economy/Trade/Thailand-Malaysia-see-strong-export-rebound-on-tech-upcycle

https://asia.nikkei.com/Economy/Trade/Thailand-Malaysia-see-strong-export-rebound-on-tech-upcycle

Thailand, Malaysia see strong export rebound on tech upcycle
Trade-oriented ASEAN countries logged double-digit growth in July
https://asia.nikkei.com/Economy/Trade/Thailand-Malaysia-see-strong-export-rebound-on-tech-upcycle

Thailand, Malaysia see strong export rebound on tech upcycle
Trade-oriented ASEAN countries logged double-digit growth in July
https://asia.nikkei.com/Economy/Trade/Thailand-Malaysia-see-strong-export-rebound-on-tech-upcycle

https://evmarketsreports.com/byd-and-tesla-lead-the-global-ev-market-as-sales-surge-in-2024/

Crypto Owners More Likely to Have Psychopathic Traits, Study Says

High levels of ‘dark’ personality traits seen in crypto fans
‘Call us whatever you want. We’re leading,’ says one trader
https://www.bloomberg.com/news/articles/2024-08-30/crypto-owners-more-likely-to-have-psychopathic-traits-study-says

Harris Isn’t Looking to Pick New Fights With China, Unlike Trump

https://www.bloomberg.com/news/articles/2024-08-30/harris-isn-t-looking-to-pick-new-fights-with-china-unlike-trump?embedded-checkout=true

Tesla and Intel were up 3.8 percent and almost 10 percent respectively on Friday

Tesla and Intel were up 3.8 percent and almost 10 percent respectively on Friday

Intel rose by almost 10 percent on Friday