IndexBox Forecast Sees Data Centers Supporting Waterproofing-Sheet Demand Through 2035

IndexBox expects the global market for bitumen-rubber waterproofing sheets to expand between 2026 and 2035, with sustained investment in semiconductor manufacturing, data centers and advanced electronics production cited as structural demand drivers.

Data centers—including hyperscale and edge facilities—are identified as the second major demand pillar for these materials. The report links this demand to the need for durable waterproofing of below-grade building structures and roofing systems backed by long-term warranties.

For data-center developers, operators and construction supply chains, the relevance is indirect but material. As projects require higher levels of protection from moisture and chemical exposure, as well as documented performance characteristics, qualified suppliers and integrated waterproofing systems could take on a larger role in project specification and procurement.

Asia-Pacific is identified as the leading region for global demand, with China and India serving as both manufacturing and consumption centres. IndexBox estimates that semiconductor and precision manufacturing accounts for 28% of demand for the relevant waterproofing-sheet market; this is an estimate for the materials market, not for data-center construction.

The outlook remains conditional. IndexBox’s scenario assumes no regulatory bans on bitumen sheets and continued global construction and industrial investment through 2035. Cost volatility in bitumen and synthetic rubber, competition from PVC, TPO, EPDM and liquid-applied alternatives, supplier qualification requirements, and shortages of skilled installers may constrain growth.