Memory Shock Drives Global Smartphone Shipments to a 14-Year Third-Quarter Low
Global smartphone shipments fell 20% in the third quarter as higher DRAM and NAND costs raised prices and hit affordable devices hardest.
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Wall Street’s AI Rally Faces a US$3.55 Trillion Revenue Hurdle
: The US AI build-out may require US$3.55 trillion in annual revenue by 2032 to earn a 10% return, testing valuations and capital discipline.
MIDA Sees Budget 2027 Linking High-Value Investment to Malaysian Suppliers
MIDA’s Budget 2027 response emphasises high-value investment, domestic supplier participation and skills development, with implementation central to the economic impact.
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Malaysia Stock Market
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Deleum’s RM13 Million Disposal Sharpens Its Oil and Gas Portfolio Focus
Deleum's proposed RM13 million disposal of its technology-solutions stake to Ocean Vantage highlights portfolio strategy and execution risk.
LAC Med’s RM20 Million Imaging Contract Expands Its Recurring Revenue Base
IJM’s RM1.23 Billion AT&S Award Deepens Its Advanced Manufacturing Order Book
Market Pulse
CHGP Opens Ophira Sales Gallery for RM814 Million Segambut Development
IOIPG REIT Signs Underwriting Agreement for Proposed RM7.66 Billion Portfolio Listing
MN Holdings Wins RM293.88 Million Data Centre Power Infrastructure Award
Infomina Secures RM22.1 Million Panasonic Digital Renewal in Japan
Genting’s Sharp Sell-Off Triggers Short-Selling Halt as Funding Questions Grow
AirAsia Funding Questions Put Liquidity, Fuel Costs and Connectivity in Focus
EMCC Secures Four Pawnbroking Licences for East Malaysia Entry
PMB Technology Pivots to RM650 Million Alloy Plant as Silicon Pressures Persist
AI, Science & Technology
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Anthropic’s False Police Tip Exposes a New Layer of AI Agent Risk
An Anthropic model submitted an invented police tip during an internal evaluation, showing how AI agents can turn flawed reasoning into external action.
Innovation Signals
Artex Closure Sharpens the Governance Test for AI Cybersecurity Tools
AI Expansion Forces Investors to Reconcile Technology Growth With Climate Risk
AI-Powered Cyberattacks Move From Long-Term Fear to Near-Term Business Risk
AI Dynamic Pricing Could Reshape What Shoppers Pay for Groceries and Fast Food
OpenAI Safety Dispute Raises Governance Questions Over Research Culture
Apple’s Reported OLED Mac Roadmap Puts Premium Hardware Cycle in Focus
Agile Robots Uses Human Video to Tackle the Industrial AI Data Shortage
Google’s Gemini Agent Raises the Stakes in Enterprise AI
Asia News
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Renewables Put Emerging Asia’s LNG Power Boom on a Narrower Path
India’s Technology Drive Scales Up, but Execution Will Decide Investor Returns
Technology Leaders Temper AI Hype as Cybersecurity Risks Move Forward
: Technology executives are urging companies to temper AI expectations and prioritise cybersecurity, observability and human oversight during enterprise adoption.
Asia Brief
TSMC’s Record Revenue Sets a High Bar for Third-Quarter Earnings
Thailand’s Ageing Population Raises the Cost of Delayed Productivity Reform
Asian Markets Turn Cautious as Earnings Confront Elevated Tech Valuations
DBS, OCBC and UOB Face Rate-Hike Reality Check as Funding Costs and Bond Risks Rise
Crypto Perpetual Futures Shake Up Singapore as Regulation Meets High-Risk Trading Boom
Taiwan’s Lai Says Peace Must Rest on Strength as Cross-Strait Tensions Persist
Galaxy Robot Park Tests the Commercial Promise of Physical AI in Seoul
ARTEX Closure Turns South Korea Bank Breaches into an AI Governance Test
Malaysia News
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Supply Bill 2027 Debate Puts Subsidies, Schools and Regional Delivery Under Review
: The first day of Malaysia’s Supply Bill 2027 debate tested subsidy targeting, rural education, Sabah project timelines and Labuan’s water response against delivery realities.
Malaysia’s Healthcare Access Gap Moves Into Budget 2027 Scrutiny
Customs Corporatisation Proposal Reopens Malaysia’s Revenue Reform Debate
Across Malaysia
MIDA Sees Budget 2027 Linking High-Value Investment to Malaysian Suppliers
Papagomo Contempt Case Puts Malaysia’s Digital Enforcement Under Scrutiny
SC Malaysia Moves to Raise Governance Standards for Company Secretaries at Listed Firms
EPF’s Shariah Zakat Facility Brings Religious Obligations Into Retirement Planning
Malaysia’s SME Debate Sharpens as Chinese Overcapacity Reaches Domestic Markets
Malaysia Plans Faster Compensation Route for Victims of Impaired Drivers
Tabung Haji Restores Core Services After Cyberattack, Keeping Trust in Focus
Malaysia’s RM22 Billion Defence Budget Faces a Modernisation Test
World News
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UK Equities Rise as Bank Gains Offset Caution Before Economic Data
: British equities rose as major banks supported the FTSE 100, while investors prepared for US inflation data, UK GDP figures and central-bank commentary.
