Cushman & Wakefield says Asia-Pacific data-centre investment is shifting toward Malaysia, Thailand and Japan
Question
Cushman & Wakefield says Asia-Pacific data-centre investment is shifting toward Malaysia, Thailand and Japan
Direct answer
The report supports regional capex and data-centre supply-chain names, while Taiwan-listed semiconductor and power-infrastructure suppliers remain exposed to AI-driven demand for server and cloud build-outs.
- Original publisher
- Market Ontology
- Evidence through
- 2026-08-24
- Published
- 2026-10-20
- Revision
- 1 · 2026-10-20
Cite as: Market Ontology, “Cushman & Wakefield says Asia-Pacific data-centre investment is shifting toward Malaysia, Thailand and Japan”, revision 1, evidence through 2026-08-24. https://marketontology.com/market-events/2026-08-24/cushman-wakefield-says-asia-pacific-data-centre-investment-is-shifting-toward-ma-e768b9
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| 2330.TW | AI and cloud infrastructure demand supports semiconductor equipment and foundry-related spending | Up1-4w | the report says data centres have shifted into core infrastructure investment across Asia-Pacific |
| SOX | higher regional data-centre capex supports semiconductor demand expectations | Up1-4w | the report links data-centre growth to AI adoption, cloud expansion and digital transformation |
| TWD | the demand effect is indirect and the currency impact is not established from the report | Watch1-5d | the source discusses regional data-centre investment, not an immediate Taiwan policy or trade action |
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Sources
Related
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