[TW Seminar] Vietnam HCMC: Orchard Collection by CapitaLand Development

Vietnam HCMC: The Next Asia Growth Hub｜越南胡志明市・亞洲下一個增長核心

Taiwan’s AI and Semiconductor Supply Chain Is Expanding.

台灣AI與半導體供應鏈持續擴張

The Next Real Estate Opportunity May Be in Vietnam.

As Taiwan’s technology ecosystem continues to expand beyond its domestic market, Vietnam is increasingly emerging as a strategic extension of Asia’s AI, semiconductor and advanced-manufacturing supply chain.

From NVIDIA’s planned AI research and development presence in Vietnam, to Foxconn’s continued manufacturing and electronics expansion, Vietnam is attracting growing attention from global technology groups, international capital and Taiwanese companies looking to diversify production, talent and regional operations.

Asia Bankers Club invites selected investors to explore Ho Chi Minh City’s next stage of growth, together with a selected property opportunity by CapitaLand Development, the Singapore-headquartered real estate platform with more than 30 years of presence in Vietnam.

下一個房地產投資機會，或許就在越南。

隨著台灣科技產業生態系持續向海外延伸，越南正逐漸成為亞洲AI、半導體及先進製造供應鏈的重要策略據點。

從 NVIDIA 計劃於越南布局人工智能研發，到富士康持續擴展當地製造及電子業務，越南正吸引全球科技企業、國際資金，以及尋求分散產能、人才與區域營運布局的台灣企業持續關注。

亞洲資本俱樂部誠邀獲選投資者，一同探索胡志明市下一階段的城市成長機遇，以及由新加坡總部房地產平台 CapitaLand Development 凱德發展 打造的精選物業機會。凱德發展已深耕越南超過30年。

5 Keys to Vietnam’s Property Market | 越南房地產市場五大關鍵

1. Population Growth and Urban Demand

人口增長與城市需求

Ho Chi Minh City remains Vietnam’s largest commercial centre and one of its most important urban growth engines. With a metropolitan population of roughly 9.8 million in 2025, the city continues to benefit from business expansion, migration, housing demand and infrastructure upgrades.

For property investors, population growth matters because it supports the long-term demand base behind residential occupancy, rental markets, retail activity and urban services.

胡志明市是越南最大的商業中心之一，也是最重要的城市成長引擎。根據人口估算，胡志明市都會區於2025年人口約為980萬，持續受惠於企業擴張、人口流入、住屋需求及基建升級。

對房地產投資者而言，人口增長的重要性在於，它能夠支撐住宅入住需求、租賃市場、零售消費及城市服務的長期需求基礎。

 2. NVIDIA and Vietnam’s AI Ambition

NVIDIA與越南AI產業布局

NVIDIA has announced cooperation with Vietnam to establish an AI-focused research and development centre, highlighting the country’s ambition to develop a stronger AI ecosystem, technical talent base and digital infrastructure.

While technology investments do not automatically guarantee property returns, they can become an important signal of future business activity, talent concentration and higher-value urban demand.

NVIDIA已宣布與越南合作設立以人工智能為核心的研發中心，反映越南正積極建立更完整的AI生態系統、科技人才基礎及數位基建。

科技投資並不代表房地產必然上漲，但它往往是未來企業活動、人才聚集及高價值城市需求的重要訊

3. Taiwan Supply Chain Expansion

台灣供應鏈向越南延伸

Taiwanese companies have played an important role in Vietnam’s electronics and manufacturing development. Foxconn, one of Taiwan’s best-known global technology groups, has maintained significant operations and expansion activity in Vietnam as part of the broader diversification of Asian supply chains.

This matters because large-scale supply-chain investment can support job creation, industrial clusters, logistics demand and wider urban development over time.

台灣企業長期參與越南電子製造與產業發展。以富士康為例，作為台灣最具代表性的全球科技企業之一，其在越南持續布局及擴展製造與電子相關業務，反映亞洲供應鏈正在進一步多元化。

大型供應鏈投資的重要性在於，它可逐步帶動就業機會、產業聚落、物流需求及更廣泛的城市發展。

4. Semiconductor and Advanced Manufacturing

半導體與先進製造業機遇

Vietnam is moving beyond its image as a low-cost manufacturing location. The country is seeking to strengthen its role in electronics, semiconductor-related production, digital infrastructure and technology services.

For investors familiar with Taiwan’s semiconductor-driven economic model, Vietnam offers a different stage of the same broader story: the gradual build-out of industrial capacity, talent, infrastructure and urban demand.

越南正逐步擺脫單純低成本製造基地的定位，並積極發展電子產業、半導體相關供應鏈、數位基建及科技服務。

對熟悉台灣半導體經濟模式的投資者而言，越南代表的是同一條長期趨勢的不同發展階段：產能、人才、基建與城市需求正在逐步建立。

5. Infrastructure Creates New Investment Geography

基建正在重塑投資地圖

The wider Ho Chi Minh City region is benefiting from major connectivity upgrades, including Ring Road 3, Ring Road 4, National Highway 13, metro extensions and wider road improvements.

Infrastructure does not only reduce travel time. It can reshape where people choose to live, where businesses locate and which districts receive future investment attention.

胡志明市周邊地區正受惠於多項交通與基建升級，包括三環路、四環路、13號國道、地鐵延線及道路擴闊工程。

基建的影響不只是縮短交通時間，更可能改變人口居住選擇、企業布局方向，以及未來資金與城市發展所聚焦的區域。

Learn About the Developer 了解發展商背景

CapitaLand Development: A Singapore Developer With Long-Term Vietnam Commitment
凱德發展：新加坡發展商・長期深耕越南市場

CapitaLand Development combines regional scale with long-term Vietnam presence, bringing together developer experience, master planning, lifestyle facilities and key-city exposure. For investors studying Vietnam, these factors provide a clearer framework to assess location, future demand, handover timeline and long-term project confidence.

凱德發展結合區域發展規模及深耕越南經驗，涵蓋發展商實力、總體規劃、生活配套及主要城市布局。對正在研究越南市場的投資者而言，這些重點有助更清晰評估地段、未來需求、交付時間及項目長線信心。

CapitaLand Development is a Singapore-headquartered real estate platform with a presence across residential, commercial, retail, office, lodging and integrated development sectors.

The group has maintained a presence in Vietnam for more than 30 years and has developed its footprint across key cities including Ho Chi Minh City, Hanoi and Hai Phong. 

For investors, this provides an additional layer of consideration. In a developing market, long-term value is often linked not only to location, but also to the quality of the developer, delivery capability, community planning and the ability to create a complete living environment.

凱德發展總部位於新加坡，業務涵蓋住宅、商業、零售、辦公、住宿及綜合開發等不同領域。

集團已深耕越南超過32年，並於胡志明市、河內及海防等主要城市建立布局。

對投資者而言，這提供了另一層重要判斷基礎。在一個持續發展的市場中，長期價值不只取決於地段，也與發展商品牌、交付能力、社區規劃及生活環境的完整度息息相關。