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Bursa gains in early trade on improved risk sentimentGoogle will set up more AI data centres in India as demand grows, says cloud business CEO Thomas KurianOver 60 US Senators Back Bill Seeking 100% Tariffs On India, Four Other Nations Over Russian OilWhy Regular Investors Keep Getting Digital Assets Wrong, and What Could Change ThatSime Darby Property ordered to refund RM36.23 mil excess land acquisition compensation - EdgePropCourt orders Sime Darby Property unit to repay RM36.2mil to LLM - NST OnlineCSRC’s Wu vows ‘stable market’ as A-shares rebound on concerted buying - South China Morning PostChina’s $295 Billion Ambitions for AI Will Drive up Domestic High-Tech Stocks - The Diplomat – Asia-PacificIndonesia-Philippines Forge ASEAN Food Security PartnershipWar in the Gulf can cause pain in AseanOil Price Up More Than 3% as Fears of Renewed US-Iran Combat - EnergyNow.comStock Market Today (July 15, 2026): Sensex, Nifty Gain Amid US-Iran TensionsCircle, Robinhood, Strategy stocks surge on Bitcoin comebackT Rowe Price launches bitcoin-led, six-token crypto ETF — digital assets head sees winter easing by Q4TSMC seen riding AI boom to fifth straight quarter of record profitBursa fines Computer Forms directors RM2m for misleading disclosures - The Edge MalaysiaChina posts slowest quarterly growth since 2022 as investment slumps, fanning stimulus callsAsean must unite as single market, says sec-genCrypto market breakout could accelerate as AI trade cools, analyst saysStimulus package unveiled to bolster support for growthBNM may raise rates if growth holds, oil fuels inflation — MARC - The Edge MalaysiaThailand forecasts 30.4 billion baht revenue as tourists flock to SongkranMalaysia Airlines, AirAsia merger an unlikely option, say aviation expertsA year of mixed fortunes for rubber glove industryBursa ends lower on profit-taking - Free Malaysia TodayMaybank Invest ASEAN affirms interest in the region and upgrades Philippines outlookTSMC to raise chipmaking prices by up to 10% in 2027, Nikkei Asia reportsBursa Malaysia reprimands CFM, fines eight directors RM2mil for listing breaches - KLSE ScreenerMalaysia’s EV registrations cross 9% TIV in January 2026, Proton e.MAS 5 is #1 with 3,068 unitsMalaysia’s EV registrations more than doubled in 2025, Proton e.MAS 7 regains #1 spot in DecemberVN economy demonstrates resilience amid cost pressures, external uncertaintiesCurrent price of oil as of July 21, 2026 - FortuneGold rises 1% as hopes for US-Iran diplomacy pause oil rally - The StarCold chain under pressure: Navigating tariffs, trade, and techBitcoin Suddenly Soars On Surprise Congress Price Game-ChangerVietnam weathers economic shocks effectively: AMROVietnam's record exports and the hidden fragility of its economySensex pares gains as RBI disappointsIndia's FY27 GDP growth seen at 6.4% as easing crude improves outlook: QuantEcoSD Guthrie, Sime Darby Property advance RM798mil Bukit Kerayong industrial project - The StarThai tourism faces double hit from baht and airfares: ATTAAsian stocks rebound on China stimulus packageChina’s stocks, yuan fall as Beijing’s support fails to impressCourt orders Sime Darby Property to refund RM36.2m plus interest in West Coast Expressway land case - The Edge MalaysiaMalaysia's 2H2026 Outlook: Steady Rates, Semiconductor And Data Centre To Drive Growth - BusinessToday MalaysiaFed govt reviewing diesel subsidy mechanism in East Malaysia - DayakDailyStellar first half lifts Malaysia GDP outlook, says MARC Ratings - The Malaysian ReserveHouthi Threats Ignite New Oil Price Surge - Crude Oil Prices Today | OilPrice.comTech sell-off takes toll on Asian equitiesWhy China’s market rescue matters for a durable bull run and strategic tech push - South China Morning PostBursa Malaysia Opens Higher On Consumer Stock Gains - BernamaSensex Today | Nifty 50 | Stock Market Highlights: Sensex settles 238 pts lower, Nifty below 24,200; RIL, Infy drop up to 2%Circle, Robinhood, Strategy stocks surge on Bitcoin comebackM’sia poised to ride AI, data centre boom - The StarUS tariffs, tech control uncertainties not derailing Malaysia’s data centre, semiconductor investments — Amro - The Edge MalaysiaVietnamese economy sustains momentum on strong industrial productionBaht’s biggest rally since 1998 risks Thai tourism, exportsIndia’s external debt hits $762.8 billion, debt-to-GDP ratio rises to 20.8%Malaysia's Tech Sector Rides AI, Data Centre Wave This Year And Into 2026 - BernamaStratus Global surges 163% on Bursa debut - Free Malaysia TodayFinancial services, data centres and cloud to drive Airtel’s next phase of growthLiew Calls For One-stop Centre To Boost Semiconductor, Deep-tech FinancingOSINT Synthesis — 22 July 2026AI Edge Daily Briefing — 22 July 2026Bursa Malaysia ends lower on profit-taking despite positive market breadth - NST OnlineFBM KLCI down 0.11% to 1,720.37 on July 21, 2026 - The Edge MalaysiaSustainability is key for Malaysia’s semiconductor sectorBursa rebounds on stronger investor appetiteInflation to hold steady amid geopolitical conflict - The StarPAC finds cooking oil subsidy oversupply and misuse, calls for reform - The Edge MalaysiaLowering fuel prices in Malaysia would only make national debt increase with subsidy spending - Anwar - Paul TanTSMC Sales Jump 36% as Memory Stocks Plunge. What It Means for NVIDIA and AMDCommodity policy jitters drag Jakarta stocks; rupiah near historic lowsAsean may be forced to choose between economic growth and climate if both are not decoupled: Ravi MenonAmid wartime disruptions, most emerging-market central banks will follow the Fed - Peterson Institute for International EconomicsFrom money market funds to stablecoins: lessons for central banks - European Central BankTSMC to raise chipmaking prices by up to 10% in 2027, Nikkei Asia reportsJakarta Stocks Jump at Open as Strong Bank Lending Lifts SentimentAsean wraps up talks on digital economy deal, targets November signingBursa Malaysia reprimands CFM, fines eight directors RM2mil for listing breaches - The StarBursa Malaysia Higher At Midday On Stronger-Than-Expected 2Q GDPBursa opens higher on expected sector rotationPhilippine story of resilience still 'relevant' to investors, says PSE chairPeso, PSEi surge as Philippines reaches upper-middle-income statusTariffs to AI: 4 ways companies are rebuilding supply chains for a more expensive worldTop cryptocurrencies rise; Bitcoin tops $65,000Dollar at one-month low as cooling inflation offsets oil price risks - The StarCurrent price of oil as of July 20, 2026 - FortuneCEE: Yields follow Oil price development - FXStreetBursa closes lower on profit-taking in banking stocks - Free Malaysia TodayTech selldown spills over to local shores, Bursa tech index falls nearly 4% - The Edge MalaysiaASEAN Business Advisory Council (ASEAN-BAC) and AVPN Establish Regional Platform to Strengthen Corporate Social Investment and Cross-Sector Collaboration Across Southeast AsiaEV sales in Malaysia, first half of 2026 – 31,738 units, up 85% on last year; Proton drives growthChina’s economic stimulusChina’s Property Stocks Tumble Back to Pre-2024 Stimulus LevelsIndia Stock Market Today: Why Nifty and Sensex Down Today? Sensex Drops Over 600 Points While Nifty Slides Below 24,050 Amid US-Iran TensionsDOJ launches global trade fraud unit targeting tariff evasion, forced laborChinese FM rejects US unilateral sanctions targeting Russian energy buyersEthereum Leads Bitcoin Again as Crypto Market Recovery Gains MomentumBitcoin Price Prediction: BTC Hits $65K After Fifth Consecutive ETF Inflows- Is $ 66K Next Target?JP Morgan lifts Malaysia GDP forecast to 5.3pct, expects Bank Negara to raise OPR in Q4 - NST OnlineTSMC Expands Advanced Packaging Bases Beyond Leading-Edge Processes... Boosts Investment on Surging AI Chip Demand [Taiwan Chip Report]Mount Ruang eruption: AirAsia, Malaysia Airlines cancel flights between KLIA and East M’siaPKFARE Partners with Wano and AirAsia MOVE to Launch Flight + Hotel PackagingPSEi, peso fall on growth concerns, strong dollarBursa Malaysia ends morning session lower on profit-taking - The StarKospi tumbles 6% as Asian markets brace for TSMC’s earnings testMalaysia’s JLand eyes up to $6 bln high-tech hub in HanoiSime Darby Plantations' Bakke Salleh named chairman of Malaysian Palm Oil BoardStock Market Today (July 21, 2026): Sensex, Nifty Flat Amid Choppy Trade As Red Sea Threat, Domestic And Global Cues In FocusAsia’s AI chip boom could spark regional economic renaissanceWelcome data centre projects regardless of origin, say analystsProton, Perodua to benefit from revised EV policyPerodua in the frame to make Malaysia’s best selling EVChinese stocks set for best week since 2008 on stimulus rolloutTSMC set to post 50% quarterly profit jump on insatiable AI demandBursa ends higher on selective buyingIHH leads rally in healthcare counters as COVID-19 cases riseJohor's data centre pipeline keeps growing with new hyperscaler commitmentsMalaysia’s economy expanded by about 5.8% in Q2 2026, led by broad-based sector growth: DOSM - Human Resources OnlineRSM’s global central banking outlook - The Real Economy BlogCentral bank gold holdings are at a 50-year high. What’s behind the jump in reserves? - The ConversationThe central bank of central banks sees a $1 trillion AI investment boom headed for a reckoning - FortuneData Center Rack Market Accelerates with AI Infrastructure Expansion | reach US$ 13.5 billion by 2033 | Persistence Market ResearchFour key risks cloud Malaysia's economic outlook in H2 2026Vietnam remains ASEAN’s fastest-growing economy in first half of 2026: expertsWhy Investors Are Suddenly Fleeing IndonesiaAI demand fuels growth, but risks cloud Malaysia's tech outlookOracle (NYSE:ORCL) Builds S&P 500 Cloud CapacityWhat Powers Broadcom (NASDAQ:AVGO) Data Centre Strategy?Will India’s AI Boom Make Data Centres its Next Strategic Infrastructure Asset?MAHB: Malaysia adds four new international flight routes to China and IndonesiaAI hopes and fears dominate global central bank meet - ReutersBursa Malaysia higher at midday on stronger-than-expected 2Q GDP - The StarWhat to expect on Bursa Malaysia this Tuesday - Focus MalaysiaPlantation Losses Pull Bursa Malaysia Lower At Midday - BusinessToday MalaysiaRupiah slide and ‘Sell Indonesia’ stocks: Jakarta’s counter moves useful but experts flag deeper fiscal concernsSingapore banks see uneven exposure, with DBS most affectedOil and CPO prices watched after fresh global supply developmentsMore upside ahead for DBS, OCBC, UOB as wealth fees power Q1 earningsThe Global Gateway: Why Your Portfolio Needs Exposure Beyond SingaporeTSMC sees 'strong, multi-year' demand for AI chipsTSMC seen riding AI boom to fifth straight quarter of record profitTSMC raises capex and revenue forecast, highlighting growing AI chip demandTSMC Q2 2026 Profit Soars 77% to Record T$706.6 bn as AI Chip Demand Drives Growth and Capex RisesTSMC set for record Q2 profit as AI chip demand powers another blockbuster quarterHaze: IOI, Sime Darby among M’sian firms blamed for Indonesia forest firesAsean’s economic future: not a decline, but a strategic realignmentIndonesia backs economy despite weakening rupiahBursa Malaysia lower at midday as it tracks Wall St weakness - NST OnlineMaybank’s Invest Asean highlights investor interestGoogle to invest RM9.4 billion for first data centre, cloud region in M’siaTurnaround for glove sector only in 2025, says CGS-CIMBSoutheast Asia’s Next Growth Cycle To Be Driven By ‘Fabulous Five’ - EconomistBursa rises as tech stocks lift Wall Street sentimentDeputy finance minister pitches one-stop tech financing hub in Penang-Kulim area to power Malaysia’s true ‘Silicon Valley’ dreamProfit-taking Seen For Bursa Malaysia Next Week After Recent Strong Gains - bernamaMalaysia's Data Centre Boom Tests Net-Zero AmbitionsBursa Malaysia rises at open on buying in heavyweights despite Wall Street slideAirAsia Travel Fair 2025 Expects To Draw 15,000 VisitorsBlue-chip buying lifts FBM KLCI amid weaker regional marketsOpinion - Indonesia’s economy is starting to lose the confidence gamePalm oil producers adjust to labour shortages, higher recruitment costsSime Darby man named chairman of palm oil boardBNM expected to hold the OPR as focus shifts to policy statement languageInvestors snap up glove stocks on hantavirus newsBursa Malaysia ends higher on foreign inflows, stronger economic outlookFinancials and plantations lead Bursa gains as investors eye GDP releaseRubber glove producers dominate top gainers list on BursaDBS, OCBC, UOB shares hit record highs in July: Analysts say they can climb moreBursa Malaysia rises at opening as investors eye global cues and Johor pollsBursa Malaysia investors rotate into quality names as regional signals steadyASEAN supply chain investment stays in focus as manufacturers diversifyAsia's semiconductor cycle tracks AI demand and inventory disciplineGlobal rate expectations shift on fresh inflation dataEnterprise AI adoption shifts to governance, security, and measurable returnsMalaysia's digital economy policy keeps focus on cloud, data centres, and talentKLCI, ringgit, and CPO headline the daily markets dashboardFinancial OSINT tracks public data from BNM, Bursa Malaysia, and government portalsDaily Briefing: five market signals that matter for MalaysiaThe 30-second market brief, in DomainFork's visual styleThe finance briefing podcast, for readers who prefer audioBursa gains in early trade on improved risk sentimentGoogle will set up more AI data centres in India as demand grows, says cloud business CEO Thomas KurianOver 60 US Senators Back Bill Seeking 100% Tariffs On India, Four Other Nations Over Russian OilWhy Regular Investors Keep Getting Digital Assets Wrong, and What Could Change ThatSime Darby Property ordered to refund RM36.23 mil excess land acquisition compensation - EdgePropCourt orders Sime Darby Property unit to repay RM36.2mil to LLM - NST OnlineCSRC’s Wu vows ‘stable market’ as A-shares rebound on concerted buying - South China Morning PostChina’s $295 Billion Ambitions for AI Will Drive up Domestic High-Tech Stocks - The Diplomat – Asia-PacificIndonesia-Philippines Forge ASEAN Food Security PartnershipWar in the Gulf can cause pain in AseanOil Price Up More Than 3% as Fears of Renewed US-Iran Combat - EnergyNow.comStock Market Today (July 15, 2026): Sensex, Nifty Gain Amid US-Iran TensionsCircle, Robinhood, Strategy stocks surge on Bitcoin comebackT Rowe Price launches bitcoin-led, six-token crypto ETF — digital assets head sees winter easing by Q4TSMC seen riding AI boom to fifth straight quarter of record profitBursa fines Computer Forms directors RM2m for misleading disclosures - The Edge MalaysiaChina posts slowest quarterly growth since 2022 as investment slumps, fanning stimulus callsAsean must unite as single market, says sec-genCrypto market breakout could accelerate as AI trade cools, analyst saysStimulus package unveiled to bolster support for growthBNM may raise rates if growth holds, oil fuels inflation — MARC - The Edge MalaysiaThailand forecasts 30.4 billion baht revenue as tourists flock to SongkranMalaysia Airlines, AirAsia merger an unlikely option, say aviation expertsA year of mixed fortunes for rubber glove industryBursa ends lower on profit-taking - Free Malaysia TodayMaybank Invest ASEAN affirms interest in the region and upgrades Philippines outlookTSMC to raise chipmaking prices by up to 10% in 2027, Nikkei Asia reportsBursa Malaysia reprimands CFM, fines eight directors RM2mil for listing breaches - KLSE ScreenerMalaysia’s EV registrations cross 9% TIV in January 2026, Proton e.MAS 5 is #1 with 3,068 unitsMalaysia’s EV registrations more than doubled in 2025, Proton e.MAS 7 regains #1 spot in DecemberVN economy demonstrates resilience amid cost pressures, external uncertaintiesCurrent price of oil as of July 21, 2026 - FortuneGold rises 1% as hopes for US-Iran diplomacy pause oil rally - The StarCold chain under pressure: Navigating tariffs, trade, and techBitcoin Suddenly Soars On Surprise Congress Price Game-ChangerVietnam weathers economic shocks effectively: AMROVietnam's record exports and the hidden fragility of its economySensex pares gains as RBI disappointsIndia's FY27 GDP growth seen at 6.4% as easing crude improves outlook: QuantEcoSD Guthrie, Sime Darby Property advance RM798mil Bukit Kerayong industrial project - The StarThai tourism faces double hit from baht and airfares: ATTAAsian stocks rebound on China stimulus packageChina’s stocks, yuan fall as Beijing’s support fails to impressCourt orders Sime Darby Property to refund RM36.2m plus interest in West Coast Expressway land case - The Edge MalaysiaMalaysia's 2H2026 Outlook: Steady Rates, Semiconductor And Data Centre To Drive Growth - BusinessToday MalaysiaFed govt reviewing diesel subsidy mechanism in East Malaysia - DayakDailyStellar first half lifts Malaysia GDP outlook, says MARC Ratings - The Malaysian ReserveHouthi Threats Ignite New Oil Price Surge - Crude Oil Prices Today | OilPrice.comTech sell-off takes toll on Asian equitiesWhy China’s market rescue matters for a durable bull run and strategic tech push - South China Morning PostBursa Malaysia Opens Higher On Consumer Stock Gains - BernamaSensex Today | Nifty 50 | Stock Market Highlights: Sensex settles 238 pts lower, Nifty below 24,200; RIL, Infy drop up to 2%Circle, Robinhood, Strategy stocks surge on Bitcoin comebackM’sia poised to ride AI, data centre boom - The StarUS tariffs, tech control uncertainties not derailing Malaysia’s data centre, semiconductor investments — Amro - The Edge MalaysiaVietnamese economy sustains momentum on strong industrial productionBaht’s biggest rally since 1998 risks Thai tourism, exportsIndia’s external debt hits $762.8 billion, debt-to-GDP ratio rises to 20.8%Malaysia's Tech Sector Rides AI, Data Centre Wave This Year And Into 2026 - BernamaStratus Global surges 163% on Bursa debut - Free Malaysia TodayFinancial services, data centres and cloud to drive Airtel’s next phase of growthLiew Calls For One-stop Centre To Boost Semiconductor, Deep-tech FinancingOSINT Synthesis — 22 July 2026AI Edge Daily Briefing — 22 July 2026Bursa Malaysia ends lower on profit-taking despite positive market breadth - NST OnlineFBM KLCI down 0.11% to 1,720.37 on July 21, 2026 - The Edge MalaysiaSustainability is key for Malaysia’s semiconductor sectorBursa rebounds on stronger investor appetiteInflation to hold steady amid geopolitical conflict - The StarPAC finds cooking oil subsidy oversupply and misuse, calls for reform - The Edge MalaysiaLowering fuel prices in Malaysia would only make national debt increase with subsidy spending - Anwar - Paul TanTSMC Sales Jump 36% as Memory Stocks Plunge. What It Means for NVIDIA and AMDCommodity policy jitters drag Jakarta stocks; rupiah near historic lowsAsean may be forced to choose between economic growth and climate if both are not decoupled: Ravi MenonAmid wartime disruptions, most emerging-market central banks will follow the Fed - Peterson Institute for International EconomicsFrom money market funds to stablecoins: lessons for central banks - European Central BankTSMC to raise chipmaking prices by up to 10% in 2027, Nikkei Asia reportsJakarta Stocks Jump at Open as Strong Bank Lending Lifts SentimentAsean wraps up talks on digital economy deal, targets November signingBursa Malaysia reprimands CFM, fines eight directors RM2mil for listing breaches - The StarBursa Malaysia Higher At Midday On Stronger-Than-Expected 2Q GDPBursa opens higher on expected sector rotationPhilippine story of resilience still 'relevant' to investors, says PSE chairPeso, PSEi surge as Philippines reaches upper-middle-income statusTariffs to AI: 4 ways companies are rebuilding supply chains for a more expensive worldTop cryptocurrencies rise; Bitcoin tops $65,000Dollar at one-month low as cooling inflation offsets oil price risks - The StarCurrent price of oil as of July 20, 2026 - FortuneCEE: Yields follow Oil price development - FXStreetBursa closes lower on profit-taking in banking stocks - Free Malaysia TodayTech selldown spills over to local shores, Bursa tech index falls nearly 4% - The Edge MalaysiaASEAN Business Advisory Council (ASEAN-BAC) and AVPN Establish Regional Platform to Strengthen Corporate Social Investment and Cross-Sector Collaboration Across Southeast AsiaEV sales in Malaysia, first half of 2026 – 31,738 units, up 85% on last year; Proton drives growthChina’s economic stimulusChina’s Property Stocks Tumble Back to Pre-2024 Stimulus LevelsIndia Stock Market Today: Why Nifty and Sensex Down Today? Sensex Drops Over 600 Points While Nifty Slides Below 24,050 Amid US-Iran TensionsDOJ launches global trade fraud unit targeting tariff evasion, forced laborChinese FM rejects US unilateral sanctions targeting Russian energy buyersEthereum Leads Bitcoin Again as Crypto Market Recovery Gains MomentumBitcoin Price Prediction: BTC Hits $65K After Fifth Consecutive ETF Inflows- Is $ 66K Next Target?JP Morgan lifts Malaysia GDP forecast to 5.3pct, expects Bank Negara to raise OPR in Q4 - NST OnlineTSMC Expands Advanced Packaging Bases Beyond Leading-Edge Processes... Boosts Investment on Surging AI Chip Demand [Taiwan Chip Report]Mount Ruang eruption: AirAsia, Malaysia Airlines cancel flights between KLIA and East M’siaPKFARE Partners with Wano and AirAsia MOVE to Launch Flight + Hotel PackagingPSEi, peso fall on growth concerns, strong dollarBursa Malaysia ends morning session lower on profit-taking - The StarKospi tumbles 6% as Asian markets brace for TSMC’s earnings testMalaysia’s JLand eyes up to $6 bln high-tech hub in HanoiSime Darby Plantations' Bakke Salleh named chairman of Malaysian Palm Oil BoardStock Market Today (July 21, 2026): Sensex, Nifty Flat Amid Choppy Trade As Red Sea Threat, Domestic And Global Cues In FocusAsia’s AI chip boom could spark regional economic renaissanceWelcome data centre projects regardless of origin, say analystsProton, Perodua to benefit from revised EV policyPerodua in the frame to make Malaysia’s best selling EVChinese stocks set for best week since 2008 on stimulus rolloutTSMC set to post 50% quarterly profit jump on insatiable AI demandBursa ends higher on selective buyingIHH leads rally in healthcare counters as COVID-19 cases riseJohor's data centre pipeline keeps growing with new hyperscaler commitmentsMalaysia’s economy expanded by about 5.8% in Q2 2026, led by broad-based sector growth: DOSM - Human Resources OnlineRSM’s global central banking outlook - The Real Economy BlogCentral bank gold holdings are at a 50-year high. What’s behind the jump in reserves? - The ConversationThe central bank of central banks sees a $1 trillion AI investment boom headed for a reckoning - FortuneData Center Rack Market Accelerates with AI Infrastructure Expansion | reach US$ 13.5 billion by 2033 | Persistence Market ResearchFour key risks cloud Malaysia's economic outlook in H2 2026Vietnam remains ASEAN’s fastest-growing economy in first half of 2026: expertsWhy Investors Are Suddenly Fleeing IndonesiaAI demand fuels growth, but risks cloud Malaysia's tech outlookOracle (NYSE:ORCL) Builds S&P 500 Cloud CapacityWhat Powers Broadcom (NASDAQ:AVGO) Data Centre Strategy?Will India’s AI Boom Make Data Centres its Next Strategic Infrastructure Asset?MAHB: Malaysia adds four new international flight routes to China and IndonesiaAI hopes and fears dominate global central bank meet - ReutersBursa Malaysia higher at midday on stronger-than-expected 2Q GDP - The StarWhat to expect on Bursa Malaysia this Tuesday - Focus MalaysiaPlantation Losses Pull Bursa Malaysia Lower At Midday - BusinessToday MalaysiaRupiah slide and ‘Sell Indonesia’ stocks: Jakarta’s counter moves useful but experts flag deeper fiscal concernsSingapore banks see uneven exposure, with DBS most affectedOil and CPO prices watched after fresh global supply developmentsMore upside ahead for DBS, OCBC, UOB as wealth fees power Q1 earningsThe Global Gateway: Why Your Portfolio Needs Exposure Beyond SingaporeTSMC sees 'strong, multi-year' demand for AI chipsTSMC seen riding AI boom to fifth straight quarter of record profitTSMC raises capex and revenue forecast, highlighting growing AI chip demandTSMC Q2 2026 Profit Soars 77% to Record T$706.6 bn as AI Chip Demand Drives Growth and Capex RisesTSMC set for record Q2 profit as AI chip demand powers another blockbuster quarterHaze: IOI, Sime Darby among M’sian firms blamed for Indonesia forest firesAsean’s economic future: not a decline, but a strategic realignmentIndonesia backs economy despite weakening rupiahBursa Malaysia lower at midday as it tracks Wall St weakness - NST OnlineMaybank’s Invest Asean highlights investor interestGoogle to invest RM9.4 billion for first data centre, cloud region in M’siaTurnaround for glove sector only in 2025, says CGS-CIMBSoutheast Asia’s Next Growth Cycle To Be Driven By ‘Fabulous Five’ - EconomistBursa rises as tech stocks lift Wall Street sentimentDeputy finance minister pitches one-stop tech financing hub in Penang-Kulim area to power Malaysia’s true ‘Silicon Valley’ dreamProfit-taking Seen For Bursa Malaysia Next Week After Recent Strong Gains - bernamaMalaysia's Data Centre Boom Tests Net-Zero AmbitionsBursa Malaysia rises at open on buying in heavyweights despite Wall Street slideAirAsia Travel Fair 2025 Expects To Draw 15,000 VisitorsBlue-chip buying lifts FBM KLCI amid weaker regional marketsOpinion - Indonesia’s economy is starting to lose the confidence gamePalm oil producers adjust to labour shortages, higher recruitment costsSime Darby man named chairman of palm oil boardBNM expected to hold the OPR as focus shifts to policy statement languageInvestors snap up glove stocks on hantavirus newsBursa Malaysia ends higher on foreign inflows, stronger economic outlookFinancials and plantations lead Bursa gains as investors eye GDP releaseRubber glove producers dominate top gainers list on BursaDBS, OCBC, UOB shares hit record highs in July: Analysts say they can climb moreBursa Malaysia rises at opening as investors eye global cues and Johor pollsBursa Malaysia investors rotate into quality names as regional signals steadyASEAN supply chain investment stays in focus as manufacturers diversifyAsia's semiconductor cycle tracks AI demand and inventory disciplineGlobal rate expectations shift on fresh inflation dataEnterprise AI adoption shifts to governance, security, and measurable returnsMalaysia's digital economy policy keeps focus on cloud, data centres, and talentKLCI, ringgit, and CPO headline the daily markets dashboardFinancial OSINT tracks public data from BNM, Bursa Malaysia, and government portalsDaily Briefing: five market signals that matter for MalaysiaThe 30-second market brief, in DomainFork's visual styleThe finance briefing podcast, for readers who prefer audio
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Asia's semiconductor cycle tracks AI demand and inventory discipline

Chip-linked markets are weighing capital expenditure, memory pricing, and export controls.

DomainFork Asia · July 5, 2026 at 7:00 AM

Asia's semiconductor cycle tracks AI demand and inventory discipline
Photo: Wikimedia Commons — data centre

Asia's semiconductor ecosystem remains central to the AI infrastructure cycle. Investors are watching order visibility, inventory normalization, and policy risk across major production hubs. Malaysia's electrical and electronics cluster stands to benefit from packaging and testing demand as capacity diversifies.

Market Impact

Memory pricing and advanced-node capital expenditure are the two variables desks watch most closely, since both swing earnings across the supply chain. Export-control shifts add a layer of policy risk that can reroute orders between countries.

For Penang and Kulim, the opportunity lies in outsourced assembly and test work that global chipmakers are spreading beyond a single geography. Management teams say utilisation is improving but remains uneven by end-market. The direction of AI-server demand is likely to set the tone for the rest of the cycle.

Suggested Reads

Bursa gains in early trade on improved risk sentimentGoogle will set up more AI data centres in India as demand grows, says cloud business CEO Thomas KurianOver 60 US Senators Back Bill Seeking 100% Tariffs On India, Four Other Nations Over Russian OilWhy Regular Investors Keep Getting Digital Assets Wrong, and What Could Change That

Analyst Consensus — This Week

Bullish6.7/10AI sentiment across 24 stories · not investment advice

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