ASIA PACIFIC DATA CENTRE H1 2025 UPDATE

APAC SECONDARY MARKETS

H1 25

ASIA PACIFIC SECONDARY MARKETS TAIPEI

CONTACTS

KEY INDICATORS*

DAVID CHEN Data Centre Lead, Taiwan david.il.chen@cushwake.com

10 / 27 Operators / Data Centres

107MW In Operation

50MW / 108MW UC / Planned

2.7% Colo Vacancy

Taipei sustained its growth momentum in the first half of 2025. With no new capacity added during this period and demand remaining steady, vacancy rates dropped below 3%, which is among the lowest in Asia Pacific. Of the 50MW currently under construction, only 30MW is expected to be delivered by year-end. Government-imposed power supply restrictions have constrained data centre capacity growth in northern Taiwan in recent years. However, with policy shifts now promoting expansion into central and southern regions, and power resources gradually being made available, Taiwan’s data centre supply is poised for growth. The cloud services landscape also advanced, with Amazon Web Services (AWS) announcing the launch of its first cloud region in Taiwan–AWS Asia Pacific (Taipei). This new region enables organizations, particularly in regulated sectors, to store data locally while retaining full control over data residency and movement. In parallel, Nvidia and Foxconn unveiled plans to build an AI supercomputer powered by 10,000 Nvidia Blackwell Ultra GPUs, with a total design capacity of 100MW. The system will be used by Taiwan’s National Science and Technology Council to provide AI cloud computing resources across industries. Foxconn is expected to leverage the infrastructure to enhance automation and operational efficiency, while researchers from TSMC will also gain access to the supercomputer. Taiwan’s subsea cable connectivity also continues to improve with six new subsea cables under development – Apricot, E2A, ORCA, Southeast Asia–Japan Cable 2, Taiwan–Matsu No.4, and TPU. These cables are scheduled for completion between 2025 and 2028. Notably, three of them will have direct connections to the U.S., underscoring Taiwan’s growing strategic importance in the global digital infrastructure landscape.

AUCKLAND

KEY INDICATORS*

TODD HANRAHAN Data Centre Lead, New Zealand todd.hanrahan@cushwake.com

17 / 26 Operators / Data Centres

99MW In operation

9MW / 167MW UC / Planned

9.6% Colo Vacancy

Auckland continued to cement its role as a key data centre hub in H1 2025, with 26MW of new capacity added – marking a 36% increase in operational stock. As a result, vacancy rose from 4% in H2 2024 to 9.6% by mid-2025. However, with only 9MW currently under active development and steady demand from government and BFSI clients, vacancy is expected to decline below 5% in the coming months. Additionally, the New Zealand government announced that it has initiated a significant digital transformation, focusing on enhanced data collection, analytics, and application to improve public sector decision-making and efficiency. A major milestone in this journey is the planned shift from a traditional paper-based census to a fully digital system by 2030. These initiatives are anticipated to further stimulate demand for data centre infrastructure, particularly from government agencies. In a notable development, Microsoft became the first global Cloud Service Provider in New Zealand to receive certification from the Government Chief Digital Office (GCDO). This certification, aligned with the Protective Security Requirements (PSR), recognizes operators that meet stringent standards in governance, physical infrastructure, and personnel security. Meanwhile, Spark New Zealand has initiated a process to divest a stake in its data centre business. While no deal has been finalized, media reports suggest interest from investors including Stonepeak, Pacific Equity Partners, QIC, and Igneo Infrastructure Partners, with potential acquisitions of up to 50% being considered. Connectivity enhancements are also underway, with three new subsea cables in development. The Tasman Ring Network and SX Tasman Express (SX-TX), expected to be completed in 2027 and 2028 respectively, will enhance links with Australia. The Honomoana cable, scheduled for completion in 2026, will provide direct connectivity to the U.S. West Coast, further strengthening New Zealand’s digital infrastructure.

CUSHMAN & WAKEFIELD | ASIA PACIFIC DATA CENTRE MARKET OVERVIEW