Ryan Leung 梁興盛, CFA
@RYANHINGSHING
Buyside equity analyst. Tech/Fin. Investing in tech/semi supply chain. Not investment advice. DM open.
加入 March 2023
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在東南亞建大量數據是趨勢🤔
例如馬來西亞根本不缺水、電，也不會反對建立數據中心
聽到不少非中公司想在東南亞建數據中心
Google is investing US$15 billion in data centres in Sungai Buloh, Puncak Alam, Serendah and Port Dickson.
Do these places ring a bell?
The biggest beneficiaries of the global semiconductor boom? South Korea, Taiwan & Malaysia.
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