Thailand AI Exports Break 56-Month Record on Pre-Sold Hard Drives and PCBs

Thailand’s electronics export surge accelerated in August, with outbound shipments rising 24.3% year-on-year to US$34.62 billion—its fastest growth in 56 months—according to the Commerce Ministry. The article attributes the momentum to AI-driven demand for hardware components the country already supplies at scale, including hard disk drives and printed circuit boards built for Nvidia AI servers. It says both sectors have order books extending years ahead, with Seagate and Western Digital reportedly sold out through 2026. Component categories also jumped sharply, including video-recording equipment and components (+1,155.7%). For PCBs, the piece explains that AI server boards require 24 to 46 layers and higher-spec resin laminates versus older FR4 designs, and cites a Nvidia supply chain link via Victory Giant Technology’s new factory near Bangkok.