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EMS Players Face Challenges Amid Tech Growth

The electronics manufacturing services (EMS) sector in Malaysia has seen mixed performance in 2024 despite being part of the broader tech upcycle, with rising costs, inflation, and supply chain disruptions offsetting growth from increased global demand and outsourcing trends. Key EMS Performances Winners : SKP Resources Bhd  (+76% YTD) V.S. Industry Bhd  (+47% YTD) NationGate Holdings Bhd  (+51% YTD) P.I.E. Industrial Bhd  (+29% YTD) Strugglers : ATA IMS Bhd  (-8% YTD) JHM Consolidation Bhd  (-36% YTD) Growth Drivers and Challenges Diversification Opportunities : The China+1 and Taiwan+1 strategies have positioned Malaysian EMS players to gain market share. However, reliance on major customers, such as Dyson, continues to be a concern. Cost Pressures : High inflation and production costs have affected profit margins. Company Highlights SKP Resources : Recorded a  27% y-o-y net profit increase , benefiting from a recovery in consumer demand. V.S. Indust...
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Malaysia Dominates as Southeast Asia's Data Centre Leader in 2024

Malaysia has emerged as the top data centre hub in Southeast Asia for the second consecutive year, securing USD 23.3 billion (RM141.72 billion) in digital investments during the first ten months of 2024. This achievement marks a threefold increase compared to 2023, driven by strategic initiatives and investments from global tech giants like Microsoft, AWS, Google, and Oracle.

Regional Leadership and Economic Resilience

Knight Frank Malaysia’s Data Centre Research Report 2024 highlighted Malaysia’s top rank in the SEA-5 Data Centre Opportunity Index, with an impressive annual take-up of 429 MW—outperforming its regional peers.

Keith Ooi, Group Managing Director of Knight Frank Malaysia, emphasized, "Malaysia's digital infrastructure leadership offers global players an unparalleled investment opportunity, setting the standard for economic resilience and technological innovation."

Key Drivers Behind Malaysia's Success

  1. Proactive Government Policies:
    Initiatives like the Green Lane Pathway and the Corporate Renewable Energy Supply Scheme (CRESS)have streamlined electricity supply timelines and promoted renewable energy adoption, enhancing infrastructure readiness.

  2. Strategic Partnerships:
    Collaboration between real estate developers, data centre operators, and supply chain companies has fostered a dynamic ecosystem, driving both industry innovation and growth.

  3. Focus on Sustainability:
    Malaysia’s commitment to renewable energy and sustainable data centres positions it as a leader in responsible technological development.

Growth Hotspots: Johor and Klang Valley

  • Johor: Surpassing Klang Valley in IT capacity, areas like Kulai and Iskandar Puteri have attracted significant international operators and large-scale land acquisitions.
  • Klang Valley: With projects by Google and AWS, the region continues to develop large-scale data centres, maintaining its position as a critical digital hub.

Looking Ahead

With a GDP growth forecast of 5.5% for 2025, Malaysia is set to sustain long-term growth in the digital economy. The collaboration between government, industry players, and educational institutions will be vital in shaping a thriving, sustainable data centre ecosystem.

This industry boom is expected to drive economic growth, create high-value jobs, and position Malaysia as the leading destination for data centre investments in Southeast Asia.

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