
AI‑linked factories lift Thailand’s growth forecast but the economy still lags
Nhà máy liên quan AI nâng dự báo tăng trưởng, kinh tế Thái Lan vẫn tụt hậu
Nguồn: Vnexpress
Thailand’s growth outlook has been nudged upward after the government added AI‑linked factories to its manufacturing statistics. The change shows how new technology can affect a country’s GDP numbers, making the story worth a closer look.
Bloomberg’s compilation of bank and research forecasts says the revisions could lift Thailand’s projected 2026 GDP growth by 0.2–0.3 percentage points. At the same time, Kiatnakin Phatra raised its forecast to about 2.8% from 2.5%, Krungthai Compass now expects 2.6% instead of 2.3%, and Standard Chartered lifted its estimate to roughly 2.3% from 2.1%.
Even with those upgrades, Reuters reports that Thailand is still expected to record the weakest growth among Southeast Asia’s major economies. The regional gap highlights that a higher headline number does not automatically mean a stronger overall performance.
The manufacturing production index was overhauled to count AI‑linked factories that make laptops, optical transceivers and backup power equipment. Exports of those three product groups amounted to about 802 billion baht (US$24 billion) last year, a little over 7% of Thailand’s shipments.
Pipat Luengnaruemitchai, emerging Asia economist at Kiatnakin Phatra, said the revision raises the measured level of growth but not its breadth, because consumption and services stay limited by weak household finances. Goldman Sachs estimates that first‑half GDP could be revised to 2.9% from 2.4% if the newly measured AI‑linked factory output had previously been omitted.
The AI‑driven export boost shows how specific sectors can lift Thailand’s growth forecast, yet the economy still lags behind its neighbours. Readers should remember that higher GDP numbers do not always reflect a broader, more robust recovery.
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