Asean’s quiet upside in the global tech boom
A rising tide lifts all boats that are seaworthy. Asean’s boats are not the largest in AI, but they are well-positioned and increasingly specialised
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TODAY’S artificial intelligence (AI)-driven investment cycle differs from past tech booms, yet still has room to run.
Concentrated capex by global hyperscalers is reshaping trade flows and hardware demand without clear signs of a bubble.
Asean stands to benefit meaningfully through supply chain depth, data centre foreign direct investment (FDI), geopolitical diversification and mature node resilience, even without home-grown AI giants.
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