Thailand's total investment surged 37% year-on-year to $43.6 billion in the first half of 2026, driven by the global AI boom and increased activity in the digital sector, particularly data centers.
Thailand is emerging as a significant hub for AI-related investments, attracting substantial foreign capital and boosting its stock market performance, with companies like Delta Electronics (Thailand) leading the charge.
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.
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