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。
Expo Details 會展詳情
Format 形式: Seminar | 物業展銷會
Location 地點: W Taipei Hotel 台北W飯店
Date 日期: 25 July 2026 (Sat) | 2026年7月25日（六）
Time 時間: 1:30pm / 3:30pm (Chinese) | 下午1時30分 / 下午3時30分（中文）
Language 語言: Chinese | 中文
Why Taiwan Investors Are Watching Vietnam? 為何台灣投資者正關注越南？
Vietnam is increasingly connected to the same macro themes that have shaped Taiwan’s economic success: semiconductors, electronics manufacturing, artificial intelligence, export-led growth and global supply-chain diversification.
As companies look for additional production capacity and regional resilience, Vietnam is becoming an important part of the wider Asian technology ecosystem.
For Taiwan investors, this creates a familiar investment logic:
- Technology investment can create higher-value employment.
- Manufacturing expansion can increase population inflow.
- Population growth can support rental demand and consumption.
- Infrastructure investment can unlock new urban districts.
- Urban expansion can create opportunities for early-stage real estate positioning.
越南正逐漸融入與台灣經濟成長高度相關的宏觀趨勢，包括半導體、電子製造、人工智能、出口導向產業，以及全球供應鏈多元化。
當企業尋求增加產能、分散生產風險及建立更具韌性的區域布局時，越南正逐漸成為亞洲科技供應鏈的重要節點。
對台灣投資者而言，這套成長邏輯並不陌生：
- 科技產業投資可帶來高價值就業機會
- 製造業擴張可帶動人口流入
- 人口增長有助支撐租賃需求與消費力
- 基建投入可開啟新的城市發展區域
- 城市擴張可創造較早期的房地產布局機會
Key Macro Drivers｜核心宏觀動力
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號。
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。
Selected Master-Planned Opportunity 精選18.9公頃總體規劃機會
The selected development forms part of an approximately 18.9-hectare master-planned community, designed beyond a single-building concept.
The wider plan includes landed homes, apartments and community facilities, creating a more complete residential environment supported by lifestyle planning, privacy, convenience and longer-term liveability.
For investors, master-planned communities can offer a different value proposition from standalone towers: a broader development vision, coordinated facilities and a more structured foundation for future neighbourhood growth.
精選項目位於約18.9公頃的總體規劃社區之中，並非單一住宅大樓項目。
整體規劃涵蓋低密度住宅、公寓及社區配套，從生活便利性、私隱度、居住體驗及長線價值角度，打造更完整的住宅環境。
對投資者而言，總體規劃社區與單一住宅大樓相比，可能具備更清晰的發展藍圖、更完整的配套，以及更有系統的社區成長基礎。
Proven Vietnam Resale Track Record 越南市場過往轉售案例紀錄
1-Stop Service by Easy Pro | Easy Pro 售後一站式支援服務
Proven Track Record
實證往績
Asia Bankers Club and its strategic partner, Easy Pro, have supported investors through property selection, resale coordination and post-purchase services across key international markets.
The following Vietnam resale cases illustrate that well-selected projects in established locations can achieve strong capital appreciation over time. However, outcomes have varied by project, entry price, market cycle and individual unit characteristics. Past performance is not indicative of future results.
亞洲資本俱樂部與策略合作夥伴 Easy Pro，致力為投資者提供由項目選擇、轉售協調至售後管理的一站式支援服務。
以下越南轉售案例反映，位於成熟地段並具備優質發展商、租賃需求及長線城市發展基礎的項目，過去曾錄得可觀的資本增值。然而，不同項目的表現會受買入價格、市場週期、地段及單位條件影響，過往回報並不代表未來表現。
A Full-Service Investment Partnership
全方位投資與售後支援
Easy Pro is our strategic partner for professional, end-to-end property management and residency solutions across Europe, Asia and the Middle East.
Through this partnership, investors can access coordinated after-sales support and one-stop services, including leasing, tenant coordination, full property management, resale support and lifestyle-related arrangements.
Easy Pro 是我們的策略合作夥伴，致力於在歐洲、亞洲及中東地區提供專業的一站式物業管理與居住解決方案。
透過此合作，我們為投資者提供無縫銜接的售後支援及一站式服務，涵蓋租賃安排、租客協調、全面物業管理、轉售支援及生活配套協調。
Asia Bankers Club 亞洲資本俱樂部
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