ASEAN Speaks 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.
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
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