AGP Executive Report
Last update: 11 hours agoAI Infrastructure: Bitdeer AI has signed an eight-year deal for a 60MW data-centre facility in Cyberjaya, bringing its planned capacity in Malaysia, Norway and the US to about 333.5MW. In Perak, AlphaESS and DB Energy are exploring battery storage for an AI data-centre power system. Semiconductors: Malaysia and Jordan are pursuing cooperation in semiconductors and technical training, while IJM secured a RM1.23 billion contract to build facilities for chipmaker AT&S in Kedah. TTM Technologies also plans to expand capacity at its Penang plant. Digital Security: Ledger confirmed an unauthorised hardware implant in crypto wallets sold through Southeast Asian reseller CryptoBilis, with reported losses reaching as high as US$93 million. Emerging Technology: MITI says Sabah could host low-altitude economy trials, including drone deliveries of medicines and medical samples, but no site has been selected. Tech Supply Chain: Global smartphone shipments plunged 20% in the third quarter as memory shortages and higher component costs—driven in part by AI infrastructure demand—squeezed manufacturers.
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