Connect | APAC // DCD>Debate: Reliance on China’s supply chain - A safe bet or a risky gamble as the industry experiences exponential growth?

As APAC’s data center boom continues, the industry is rethinking its reliance on China’s supply chain. While China remains a manufacturing powerhouse, geopolitical tensions and trade restrictions are driving diversification efforts. Malaysia’s semiconductor strengths and recent tech investments in Vietnam and Thailand signal potential alternatives, but can these markets match China’s scale and efficiency?

In this debate experts will explore alternative approaches to derisking supply chains - including the rise of 'friendshoring' and how regions can best position themselves within the China+1 strategy. Will diversification introduce higher costs and complexity? As the industry adapts, what’s the best path to long-term resilience and growth, and which regions will prevail?

Held under Chatham House Rule, DCD>Debates are open discussions led by a panel of experts, on the biggest issues to face the industry.