Thailand exports jump 24.3% on AI-driven demand for hard drives and PCBs

Thailand's outbound shipments rose 24.3% year-on-year in August to $34.62 billion, the fastest growth in 56 months. Demand was driven by hard disk drives, about 80% of global supply, and printed circuit boards for Nvidia AI servers, with HDD capacity sold out into 2027–2028.

• August exports hit $34.62 billion, up 24.3% year-on-year, a 56-month high
• Printed circuits rose 126.8%, computers and components 42.1%
• Thailand has drawn over 200 billion baht in PCB investment since 2022
• Western Digital is expanding in Thailand with a 23 billion baht (~$693 million) project