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 hereTimestamps for the podcast:01:33 - Maturity of data center markets in developed countries vs ASEAN03:43 - Data center capacity supply/demand dynamics09:30 - Tiering ASEAN data center market segments14:27 - Geopolitics and the relevance of ASEAN's positioning as data center hub18:40 - Moore's Law and data center economics30:32 - Renewable energy infrastructure31:57 - 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/id378793128Maybank 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=enMaybank 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

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