📊Executive Summary

Thailand's exports in November 2025 rose by 7.1% year-on-year, driven primarily by strong demand in electronics and AI technologies. The Trade Policy and Strategy Office (TPSO) noted that exports of industrial products, including computers, printed circuit boards, and electronic components, have been a significant contributor to this growth. However, geopolitical risks and slowing key markets, such as China and Japan, pose challenges. The TPSO forecasts continued growth for December, with full-year export growth estimated at over 11.6%. This trend highlights the importance of monitoring supply chain dynamics in the electronics sector, particularly in light of potential geopolitical tensions and market fluctuations....