As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly emerging as Southeast Asia’s most important data center hub. A DIGITIMES research report finds that Chinese cloud service providers (CSPs), including ByteDance and Alibaba, are accelerating their shift southward, using Malaysia’s unique supply chain pathways to deploy high-end AI computing power locally, including Nvidia’s B200 systems.

SK Hynix is considering a shift in its DRAM investment strategy at its new M15X memory production base in Cheongju, South Korea, from fifth-generation 10nm-class, or 1b, DRAM toward sixth-generation 10nm-class, or 1c, DRAM, as the high-bandwidth memory (HBM) supply chain prepares for its next technology transition, according to reports from ZDNet Korea and NewsPim.