ASEAN Data Centre: Ride the multi-year data centre wave

In the ever growing field of the data center industry, we speak with Maybank’s TMT specialist Hussaini Saifee, who expects data centre demand in ASEAN to increase at 20% CAGR till 2028 with the total addressable market estimated at USD11b/yr. Structural drivers include: 1) Under penetration: ASEAN supply is 55-70% below that of US, CN, KR & JP; 2) AI: helps ASEAN companies in the global supply chain; 3) ASEAN as a global DC hub: geopolitics, conducive upstream supply & favourable unit economics. Additionally, Hussaini believes the risk of over-supply is overhyped: build commitment is just 40% of announcements. This podcast also highlights key opportunities & stock picks across entire DC value chain. #Read the full report here Timestamps for the podcast: 01:33 - Maturity of data center markets in developed countries vs ASEAN 03:43 - Data center capacity supply/demand dynamics 09:30 - Tiering ASEAN data center market segments 14:27 - Geopolitics and the relevance of ASEAN's positioning as data center hub 18:40 - Moore's Law and data center economics 30:32 - Renewable energy infrastructure 31:57 - Picking winners in ASEAN 🔑 For other reports, stock ideas, and market flows, access the Research/Insight Tab on the Maybank Trade SG/MY App today! Now available on the Apple Store, Google Play and the Huawei App Gallery. 🔑 *Apple Store:* Maybank Trade SG - https://apps.apple.com/my/app/trade-sg/id378793128 Maybank Trade MY - https://apps.apple.com/my/app/maybank-trade-my/id6450912986 🔑 *Google Play:* Maybank Trade SG - https://play.google.com/store/apps/details?id=com.msf.ket&hl=en Maybank Trade MY - https://play.google.com/store/apps/details?id=com.mbb.titan.my&hl=en 🔑 *Huawei App Gallery:* Maybank Trade MY - https://appgallery.huawei.com/app/C108715249