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The Japan Times
Thai stock market thriving as surprise beneficiary of AI boom
Thailand's stock market has emerged as a surprising beneficiary of the global artificial intelligence boom, with Delta Electronics leading the charge. Having surged more than 80% this year, Delta has become Thailand's first $100 billion company, significantly impacting the Stock Exchange of Thailand Index. Analysts note that although Thailand lacks semiconductor giants, its role in supplying data center infrastructure presents a compelling investment narrative.
MonitorConfidence: HighShort term horizon
Published 25 Jun 2026, 04:45 UTC2 min read
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Summary
TL;DR
- Thailand's stock market up over 20% in 2026, leading Southeast Asia.
- Delta Electronics has seen an 80% increase in value, becoming a $100 billion company.
- Delta accounts for one-fifth of the Stock Exchange of Thailand Index.
- Thailand is recognized for its role in AI-related infrastructure despite not having semiconductor champions.
- Other electronic producers in Thailand are rallying but remain small compared to Delta.
Interesting facts
- Delta Electronics' surge underscores a shift towards recognizing Thailand's AI infrastructure role.
- The Thai market remains less technology-heavy than South Korea and Taiwan.