Bursa Malaysia's AI-related stocks aren't chipmakers like Nvidia: they're the equipment, packaging, and infrastructure companies that make AI chips producible and usable. One AI chip needs 5 completely different jobs done before it ever runs. Easiest way to see it: think of an AI chip like building a house.
Quick summary: 5 jobs, 4 on Bursa
- ArchitectIC Design1 stock
- BuilderWafer FabNot on Bursa
- InspectorEquipment7 stocksStrongest link
- HandoverPackaging & Testing5 stocks
- Move inData Center10 stocks
All 51 AI-related Bursa stocks, ranked by score: AI-related stocks page →
1. IC Design: the architect
Draws the blueprint, hands it off to build. Oppstar is Bursa's listed player here: a design service, not a chip brand.
2. Wafer Fab: the builder
Turns the blueprint into an actual chip. Malaysia has 3 of these factories: just not on the stock market.
3. Equipment: the inspector
Checks and maintains the machines. This is Malaysia's strongest link: these companies get paid whoever wins the AI race: ViTrox, Frontken, UWC. Rounding out the segment: Greatech, Pentamaster, Genetec, Dufu.
4. Packaging & Testing: the handover
Final check before the chip ships out. For these companies, AI is usually only part of what they do: Inari, MPI, Unisem, KESM. D&O (semiconductor components) sits in the same bucket.
5. Data Center: move-in day
The chip's new home: a building full of GPUs running non-stop. But "builds it," "runs it," "powers it," "connects it" are 4 different businesses. Miss that, and a construction contractor gets lumped in with a utility company.
A few more infrastructure names round out this segment: WCT (construction), Ranhill (water & utilities), and MN Holdings (power connection works).
All 10 data-centre stocks, with scores3 things to remember
Stocks in this article
Score out of 100:80+ Strong40-79 Okay0-39 Weak
1. IC Design
3. Equipment & automation
Malaysia's strongest link.
5. Data centre: build, power, run, connect
FAQ
Across the AI chip supply chain: IC design (Oppstar), equipment and automation (ViTrox, Frontken, UWC, Greatech, Pentamaster, Genetec, Dufu), packaging and testing (Inari, MPI, Unisem, KESM, D&O), and the data centre side, construction (Sunway Construction, Gamuda, IJM, WCT), power and utilities (Tenaga, YTL Power, Ranhill, MN Holdings), and connectivity (TM, TIME dotCom).
51 as of this site's current list. See the full ranked list, grouped by AI supply-chain segment and sortable by fundamentals score, on Score Your Stock's AI-related stocks page.
Yes, SilTerra and Infineon in Kulim, Kedah, and X-FAB in Kuching, Sarawak. None of the three are listed on Bursa Malaysia, so that part of the supply chain isn't buyable on the stock market.
Equipment and inspection, companies like ViTrox and Frontken get paid whoever wins the AI race, plus packaging, testing, and the infrastructure (power, telecom, construction) around data centres.
Oppstar is an ASIC design services company: it designs chips for clients rather than branding or manufacturing its own, so whether a given project counts as "AI" depends on the client, not the company itself.
Score Your Stock scores all of these companies 0-100 on fundamentals, free. See the full list on the AI-related stocks page.
This article is educational content, not investment advice. Always do your own research, or speak to a licensed financial adviser, before investing. See About for more on how this site works.