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自 2022 年末生成式 AI 热潮兴起,加上地缘政治推动科技制造与供应链分散、降低对中国依赖以来,马来西亚(特别是紧邻新加坡的柔佛)迅速成为资料中心新枢纽。柔
自 2022 年末生成式 AI 热潮兴起,加上地缘政治推动科技制造与供应链分散、降低对中国依赖以来,马来西亚(特别是紧邻新加坡的柔佛)迅速成为资料中心新枢纽。柔佛从约 5 年前几乎零设施,至今在约 3 年内就累积超过 900 兆瓦(MW)的容量;相较之下,新加坡这个原本的枢纽花了 12–14 年才达到类似量级。以产业惯例而言,单一设施超过 30MW 即属大型,达到或超过 100MW 则为超大型(hyperscale),而 1,000MW 等于 1GW。

政府资料显示,马来西亚在 2023–2024 年至少吸引 2,104 亿令吉(约 514 亿美元)的数位投资,且增量多数集中在柔佛;美国与中国业者(如 Microsoft、Oracle、ByteDance、Tencent)在此扩建丛集,并进驻例如面积 745 英亩的 Sedenak 科技园。柔佛官员表示,当地已有 15 座营运中资料中心、11 座在建、25 个已核准专案,合计容量达 5.3GW。这波建置也抬升薪资:入门职位月薪约 3,000–7,000 令吉,高于约 2,793 令吉的全国薪资中位数;资深职位则可达 10,000–30,000 令吉。

但资源瓶颈正在加剧,尤其是液冷所需用水:柔佛因供水限制,已开始拒绝部分采液冷的新申请,同时兴建 3 座供水设施,首期预计于 2027 年 6 月上线。晶片地缘政治亦增加不确定性;马来西亚于 2024 年末成立国家 AI 办公室,目标在 2030 年成为「AI 国家」,并在 2025 年 7 月对美国来源的高效能 AI 晶片加强出口管制,以防规避管制。分析师对供需分歧:一个规模 350MW 的柔佛专案在 2025 年被取消,但也有人认为亚洲仍处于供给不足,因 AI 需求持续扩张。

Since the late-2022 generative-AI surge and rising geopolitical diversification away from China, Malaysia—especially Johor next to Singapore—has become a fast-growing data-center hub. Johor went from virtually zero facilities about five years ago to over 900 megawatts of capacity in roughly three years, compared with Singapore’s 12–14 years. In industry terms, >30 MW is large-scale, ≥100 MW is hyperscale, and 1,000 MW equals 1 GW.

Government data show at least 210.4 billion ringgit ($51.4 billion) of digital investment in 2023–2024, with Johor taking the largest share as U.S. and Chinese players (e.g., Microsoft, Oracle, ByteDance, Tencent) build clusters in parks such as 745‑acre Sedenak. Johor officials cite 15 operational data centers, 11 under construction, and 25 approved, totaling 5.3 GW. The boom lifts pay: entry roles at 3,000–7,000 ringgit/month versus a 2,793‑ringgit national median, and experienced roles at 10,000–30,000.

Constraints are tightening, especially water for liquid cooling: Johor is rejecting some liquid‑cooling applications and building three water facilities, with first phase due by June 2027. Chip geopolitics add risk; Malaysia opened a national AI office in late 2024, targets an “AI nation” by 2030, and in July 2025 imposed controls on U.S.-origin high‑performance AI chips to deter export‑control circumvention. Analysts split on supply: one 350 MW Johor project was scrapped in 2025, yet others argue Asia still faces undersupply as AI demand keeps expanding.

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2025-12-17 (Wednesday) · f987ca8c1de2612512f90a81a53b35299ebc179c