Electronics exports in June 2026 surged 66 percent year-on-year to 10.6 billion US dollars, accounting for 31 percent of the country's total exports, up from 22 percent in the same period last year. In baht terms, the value was 340 billion baht, up 15 percent from the previous month and 64 percent from a year earlier. Computers, equipment and components, which are DELTA's main products, still held the largest export share at 54 percent and grew 57 percent year-on-year. Printed circuit boards, the main product of KCE, posted the highest growth at 82 percent but accounted for only 2 percent of the total. For the first half of 2026, electronics exports reached 920 billion baht, up 28 percent from the previous quarter and 49 percent from a year earlier, with a bright outlook continuing into the third quarter, which is the industry's high season. This is supported by rising investment in AI and data centers, boosting demand for electronics in the supply chain. Analysts estimate that 2026 profits for electronics stocks will show strong growth compared to last year, but they maintain a market-weight rating on the sector. In the short term, DELTA's share price may face pressure from second-quarter earnings that came in below expectations, while KCE has already risen sharply by around 131 percent since the start of the year.
Delta Electronics (Thailand) Public Company LimitedElectronics exports surge 66% in June, with DELTA's main products (computers, equipment, components) up 57% YoY, driven by AI/data center demand, but Q2 earnings miss may pressure short-term price.
KCE Electronics Public Company LimitedKCE's main product (printed circuit boards) posted highest growth at 82% YoY, benefiting from AI/data center demand, though it accounts for only 2% of total exports.