Posted by swissvillage > 2024-03-20 18:18 | Report Abuse

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..

Posted by swissvillage > 2024-03-20 18:19 | Report Abuse

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..

Posted by swissvillage > 2024-03-20 18:20 | Report Abuse

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

Posted by swissvillage > 2024-03-21 10:17 | Report Abuse

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

Posted by sharkdododo > 2024-04-01 22:38 | Report Abuse

https://klse.i3investor.com/web/blog/detail/rhbinvest/2024-04-01-story-h-184755721-Unisem_M_Entering_the_New_Upcycle_Keep_BUY

RHB buy call liao

Posted by Jack888 > 2024-05-13 10:59 | Report Abuse

Unisem is going to move higher....4.00 above should be no problem...hope so.

Posted by BryanW > 2024-05-13 18:59 | Report Abuse

Seem like it's gonna break its past resistance of RM 3.920, but the volume is still very low.

Posted by Jettson8 > 2024-05-27 08:53 | Report Abuse

It's passing throu RM4 alrdy. Next tp will be RM4.50?

Posted by sharkdododo > 2024-06-02 18:57 | Report Abuse

Went to some semiconductor event. Heard they start supplying chips to tesla fsd and nvidia. That's the reason it won't drop even not so good quarter. If this is true. Huge boost for unisem.

Posted by Jettson8 > 2024-06-06 15:15 | Report Abuse

Are they supplying chips? I thought Unisem is an OSAT company

Posted by pang72 > 2024-06-12 18:29 | Report Abuse

Today break all time high $4.37...

Posted by pang72 > 2024-06-13 09:45 | Report Abuse

$4.40 lo..

Everyone wake up call by the greatest osat from China

Posted by pang72 > 2024-06-13 10:14 | Report Abuse

国际时报 International Times

#中国总理李强18日访马

中国国务院总理李强将于6月13日至20日，对纽西兰、澳洲和马来西亚进行正式访问。
中国外交部发言人林剑宣布，应纽西兰总理拉克森、澳洲总理阿尔巴尼斯和马来西亚首相拿督斯里安华邀请，中国国务院总理李强将对三国进行访问。

李强将于本月18日开始对马来西亚进行3天的正式访问。李强今次访马，正值马中建交50周年。
林剑表示，中国和马来西亚是隔海相望的传统友好邻邦。

“建交半个世纪以来，中马关系一直保持良好发展势头，战略互信不断深化，高质量共建“一带一路”成果丰硕，人文交流日益密切。”

林剑说，中马同为亚洲发展中国家和新兴经济体，积极倡导和平、合作、包容、融合的亚洲价值观，为区域和平繁荣稳定做出了重要贡献。

李强在马期间，将与首相安华出席中马建交50周年庆祝活动。他也将拜会国家元首苏丹依布拉欣，同时与首相拿督斯里安华举行会议。

林剑表示，中方期待以此访为契机，同马方弘扬传统友谊，深化拓展各领域合作，推动中马命运共同体建设走深走实，携手开创中马关系更加辉煌的下一个50年。

与此同时，澳洲政府早前发文告透露，李强将在15日抵达澳洲，开展4天的访问行程。
李强此行正值中澳关系逐渐改善，此前中国解除了对澳洲煤炭、木材、大麦和葡萄所实施的出口限制措施。

另外，纽西兰总理拉克森10日也宣布，李强将在本周晚些时候到访纽西兰。今年正值中国与纽西兰建立全面战略伙伴关系10周年。这也是2017年时任中国总理李克强访问纽西兰后，再有中国总理到访。

Posted by pang72 > 2024-06-13 10:15 | Report Abuse

Big boss comes to visit factory liao..
Dress up handsomely, OK!!

Posted by pang72 > 2024-06-13 17:47 | Report Abuse

TQ

Posted by pang72 > 2024-06-14 15:50 | Report Abuse

Can buy but not all in.
China will not win AI chip war..
Nvidia still the taiko controlling 80%, world market..

Posted by pang72 > 2024-06-14 15:51 | Report Abuse

China Market too big for unisem so unisem is recovery + growth..with chengdu plant like you say

Posted by Jettson8 > 2024-06-24 18:29 | Report Abuse

Then enter when Unisem hits TA's tp

Posted by Jettson8 > 2024-07-11 16:47 | Report Abuse

People are replacing their mobile phones with AI feature phones, which is a big benefit to Unisem

Posted by Jettson8 > 2024-07-16 16:08 | Report Abuse

Smartphone sales up again ahead of expected genAI boost
https://www.mobileworldlive.com/devices/smartphone-sales-up-again-ahead-of-tipped-genai-boost/

Posted by calvintaneng > 2024-07-21 15:24 | Report Abuse

Trump in power
Tech is trouble


Go to safety of palm 🌴

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157023056-TRUMP_WINNING_2024_FED_CUTTING_INTEREST_RATE_THE_IMPLICATION_RAMIFICATI

Posted by Jettson8 > 2024-07-25 22:19 | Report Abuse

Will Unisem meet TA's TP ? 😗

Posted by Money38 > 2024-07-31 12:56 | Report Abuse

what happened? why drop so much? Their business is good, Ipoh plan keep on expand

Posted by Jettson8 > 2024-07-31 17:40 | Report Abuse

Heightened geopolitical tensions ...

https://apnews.com/article/iran-hamas-israel-30968a7acb31cd8b259de9650014b779

Posted by Skywalker00 > 2024-07-31 19:21 | Report Abuse

Unisem 50% or more owned by Chinese, sooner or later kena banned like Gtronic. Quiet ban.
That’s why MPI

Posted by dompeilee > 2024-08-03 09:23 | Report Abuse

NASDAQ major crash probability upgraded to 72%:
https://www.youtube.com/watch?v=waju08dP_7Y

Posted by Jettson8 > 2024-08-05 16:44 | Report Abuse

Really cheap sales tdy ...

Posted by mf > 2024-08-05 16:46 | Report Abuse

cl

Posted by pang72 > 2024-08-05 20:47 | Report Abuse

Drop 10% today to from 3.43 to 3.16
Drop another 4 days 10% accumulate lose 50% then everyone can tabla liao..
Say forever bye bye to unisem and stock market

Posted by speakup > 2024-08-05 21:23 | Report Abuse

GAME OVER!
time to go back to the real Casino at Genting Highlands, enjoy nice weather and BFM (Bet For Malaysia)

Posted by Jettson8 > 2024-08-08 16:30 | Report Abuse

Unisem is shooting up. No need to go Genting to bet. Just buy when it's on sale 😆

Posted by Jettson8 > 2024-08-13 16:47 | Report Abuse

Congratulations for those who tangkap Unisem last week 🤗

Posted by pang72 > 2024-08-27 12:08 | Report Abuse

$2.88 mari

Posted by Jettson8 > 2024-08-27 18:49 | Report Abuse

That's my next averaging price, pang72 😆

Posted by pang72 > 2024-09-04 16:07 | Report Abuse

Too bad....
It will come down to your average price 2.88

Posted by pang72 > 2024-09-04 16:08 | Report Abuse

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BC%A0intel%E5%B1%80%E9%83%A8%E6%9A%82%E5%81%9C%E6%A7%9F%E5%9F%8E%E5%B7%A5%E5%8E%82%E9%A1%B9%E7%9B%AE-%E9%80%BE2000%E5%90%8D%E5%91%98%E5%B7%A5%E9%9D%A2%E5%AF%B9%E5%A4%B1%E4%B8%9A%E9%A3%8E%E9%99%A9

Intel new project halt! Global retrenchment kicks start

Posted by pang72 > 2024-09-04 16:09 | Report Abuse

How is UNISEM?
Agak Agak know lo

Posted by Jettson8 > 2024-09-05 18:43 | Report Abuse

Intel is one of the Unisem's suppliers ?

Posted by Icon 888 > 2024-09-08 22:33 | Report Abuse

Shot gao e

Posted by Jettson8 > 2024-09-11 14:37 | Report Abuse

Hoot gao e when it is below RM3 😁

Posted by Skywalker00 > 2024-10-01 23:47 | Report Abuse

Two sides of an apple. Since 50% Chinese owned.

Posted by NatsukoMishima > 2024-10-30 10:50 | Report Abuse

PE already failed ! Not a good investment stock !

Posted by NatsukoMishima > 2024-10-31 10:26 | Report Abuse

Vstecs better than this !

Posted by newbie2y > 2024-11-04 12:26 | Report Abuse

analyst briefing slides for those who are interested:-
https://4e36c6.p3cdn1.secureserver.net/wp-content/uploads/2024/10/analyst-briefing-3Q24-website.pdf

Posted by enigmatic [bamboo investing style] > 2 months ago | Report Abuse

Major shareholder from China seems to think UNISEM is undervalued at this price point

Posted by sharkdododo > 2 months ago | Report Abuse

Boss keep buying. Only tech stock not up yet

Posted by tahansan > 1 month ago | Report Abuse

來了~!

Posted by Skywalker00 > 2 weeks ago | Report Abuse

Ya... CHINESE boss..!

Posted by mf > 1 week ago | Report Abuse

Shanghai
3,214.60 3,235.50 3,203.38 -28.03 -0.86%
01:51:21
SZSE Component
10,227.21 10,272.59 10,162.00 -78.48 -0.76%
01:36:18
China A50
12,821.98 13,010.71 12,780.62 -185.82 -1.43%
01:36:21
DJ Shanghai
445.57 447.83 443.73 -3.40 -0.76%
01:50:00
Hang Seng
19,744.00 20,030.00 19,737.00 -362.55 -1.80%
01:51:21

Posted by pang72 > 1 week ago | Report Abuse

This one $2.25