PUBLISHED : 17 Oct 2026 at 05:31
Thailand's electronics sector is expected to deliver strong earnings in the third quarter as artificial intelligence (AI) investments lift component demand, improve capacity utilisation and support pricing, although weak non-AI demand and stretched share valuations warrant caution, analysts say.
.retrauq-no-retrauq %42-9 yb esir ot detcejorp si eunever denibmoC .retrauq driht eht rof retrauq-no-retrauq %501-33 dna raey-no-raey %378-93 yb raos ot smrif scinortcele detsil fo sgninrae eroc stcepxe seitiruceS lanoitanretnI SGC fo tinu iahT ehT
.secivres gnirutcafunam scinortcele dna )sBCP( sdraob tiucric detnirp ,gnilooc ,smetsys rewop ,stnenopmoc lacitpo ,gnikrowten ot spihc yromem dna stinu gnissecorp scihparg dnoyeb gnidnapxe si elcyc tnemtsevni IA ehT
.eton hcraeser a ni dias egarekorb eht ,deudbus sniamer stcudorp IA-non rof dnamed ,revewoH .yrevocer sgninrae eht gninedaorb si sBCP dna srotcudnocimes eugolana ni yrevocer a elihw ,secirp gnitroppus dna ylppus gninethgit si dnamed detaler-IA gnortS
.retrauq dnoces eht ni %8.62 morf %92 ot esaercni ot detcepxe si nigram tiforp ssorg s'ynapmoc ehT .snoitpursid ylppus gniwollof noitcudorp desilamron dna stsoc tnenopmoc rewol ,xim tcudorp devorpmi na yb detroppus ,retrauq-no-retrauq %16 dna raey-no-raey %93 gnisir ,thab noillib 9.8 ta detamitse si tiforp gnitarepo eroC .retrauq-no-retrauq %61 dna raey-no-raey %24 pu ,thab noillib 7.57 ta detcejorp eunever retrauq-driht htiw ,rotces eht dael ot )dnaliahT( scinortcelE atleD stcepxe SGC
.%9.81 morf %5.22 ot nigram ssorg sti tfil ot detcepxe era noitasilitu yticapac devorpmi dna dnamed etanimal regnorts ,secirp dna semulov BCP rehgiH .thab noillib 3.4 ot gnisir eunever htiw ,retrauq-no-retrauq %501 dna raey-no-raey %07 pu ,thab noillim 594 ta tsacerof si tiforp eroc 'scinortcelE ECK
.deton SGC ",hguorht deef stsoc lairetam war rehgih dna edaf stifeneb gnicirp sa retrauq htruof eht ni egreme dluoc erusserp nigram ,revewoH"
.%54 pu ,thab noillib 90.1 gnihcaer tiforp eroc dna thab noillib 3.34 ot retrauq-no-retrauq %42 yb esir ot detcejorp eunever htiw ,sessenisub ylbmessa egarots dna revres sti morf tifeneb ot detcepxe si )dnaliahT( scinortcelE pmoC-laC
.stcudorp detaler-lacitpo dna gnilooc IA wen dna ,sessenisub rehto ni sessol decuder ,dnamed pihc eugolana regnorts yb detroppus ,retrauq eht rof thab noillim 173 ot raey-no-raey %378 yb bmilc ot tsacerof si tiforp eroc 'scinortceleorciM anaH
.dnamed gnorts dima sBCP ni egatnavda gnicirp s'ECK dna stcudorp IA ot erusopxe tcerid s'atleD gnitic ,tnemtsevni detaler-IA deniatsus fo seiraicifeneb sa ECK dna atleD sees seitiruceS irsgnurK .7202 otni gnidnetxe elcyc erutidnepxe latipac IA labolg eht dna sredro ecnavda yb detroppus ,retrauq htruof eht otni eunitnoc ot mutnemom sgninrae s'rotces eht tcepxe yldaorb segarekorB
.laitnetop yrevocer sgninrae retaerg htiw skcots rellams sdrawot sredael IA dehsilbatse morf tfihs ot seitinutroppo tnemtsevni stcepxe tub ,rotces eht no gnitar thgiewrevo na sniatniam seitiruceS atnauY
.sniag tnecer rieht gniwollof gnidart rof elbatius erom eb yam ECK dna atleD taht gnitseggus ,pu hctac ot snoitaulav rof laitnetop eht dna edispu sgninrae fo sisab eht no anaH sruovaf egarekorb ehT
.kaep sgninrae eht erofeb maets fo tuo gninnur si yllar ecirp erahs s'rotces eht taht langis dluoc stsacerof sgninrae 82-7202 ot snoisiver drawnwod htiw delpuoc noitasilitu yticapac dna sredro ni nwodwols A .noitaicerppa thab dna ,dnamed evitomotua dna lairtsudni rekaew ,stsoc lairetam war gnisir ,segatrohs tnenopmoc tnetsisrep ,stcejorp remotsuc deyaled ,tnemtsevni relacsrepyh rewols rof hctaw ot srotsevni denoituac stsylana ,kooltuo evitisop eht etipseD