Key facts
- Thailand's total investment increased by 37% to $43.6 billion in the first half of 2026.
- Foreign direct investment applications surged 80% to $41 billion in the first half, fueled by the AI boom.
- Delta Electronics (Thailand), a maker of power systems for AI data centers, saw its stock price rise over 80%.
- Delta Electronics (Thailand) achieved a $100 billion market capitalization, becoming Thailand's first company to do so.
- The company is now the second-most valuable in Southeast Asia within the MSCI Asean Index.
Thailand's stock market has experienced significant growth this year, outperforming other Southeast Asian peers, largely due to its unexpected role as a beneficiary of the global artificial intelligence boom. Foreign direct investment applications surged by 80% to $41 billion in the first half of the year, signaling strong investor interest in the country's AI-related industries.
A primary driver of this growth has been Delta Electronics (Thailand). The company, which manufactures power systems essential for AI data centers, has seen its stock price soar by more than 80% year-to-date. This remarkable performance has propelled Delta Electronics (Thailand) to become the first company in Thailand to achieve a market capitalization of $100 billion. It now stands as the second-most valuable company in Southeast Asia within the MSCI Asean Index, trailing only DBS Group Holdings.
Overall investment in Thailand saw a 37% year-on-year increase in the first half of 2026, reaching $43.6 billion, boosted by the digital sector amid the global AI boom.