Thailand Pushes ‘Made-in-Thailand Chips’ Vision, Targets $79 Billion Semiconductor Investment by 2050
泰國推動「泰國製晶片」願景，目標: 2050年達成790億美元的半導體投資。
Thailand has unveiled the first draft of its National Semiconductor Roadmap 2050, a 25-year strategy aimed at transforming the country from a contract assembler into a technology owner under the concept of “Made-in-Thailand Chips.” Reviewed on January 7 by the National Semiconductor and Advanced Electronics Industry Policy Committee, the plan targets more than THB2.5 trillion ($79 billion in investment between 2026 and 2050, training over 230,000 skilled workers and building a complete semiconductor ecosystem. Developed with consulting firm Roland Berger, the roadmap focuses on five high-potential chip segments—power, sensors, photonics, analogue and discrete chips—linked to Thailand’s strengths in automotive, electronics, telecom, data centres, AI and medical technology. In the initial five years, emphasis will be on OSAT, IC design and advanced electronics, while gradually pushing into upstream wafer fabrication.
The strategy comes amid intensifying regional competition, with Vietnam and Malaysia accelerating their own semiconductor ambitions. Vietnam aims to become a global chip leader by 2050 through phased expansion in design, fabrication and OSAT, backed by strong FDI inflows and integration with EV and AI industries, though talent shortages and energy stability remain concerns. Malaysia, meanwhile, is strengthening its high-value economy through targeted funds, co-investment programs and R&D support under its National Semiconductor Strategy, positioning itself as a leading ASEAN hub alongside Singapore. Against this backdrop, Thai authorities stress that foreign investment must be paired with technology transfer and stronger local participation to build future national champions and enhance long-term competitiveness.
https://www.nationthailand.com/blogs/news/policy/40060967Top of Form
編按：泰國發布《2050年國家半導體發展路徑圖》，目標要吸引790億美元投資，培養23萬名技術工人，並構建完整的晶片生態系統，實現從代工組裝到自主研發技術的轉變，落實「泰國製晶片」的願景。為了與越南和馬來西亞的半導體產業競爭，泰國強調外商投資特重技術轉移及本地企業參與，以打造國家龍頭企業，提升長期競爭力。
Thailand Courts Indian Investors to Boost High-Tech Ambitions in Medical, EV and Semiconductor Sectors
泰國積極吸引印度投資者，以推動其醫療、電動車和半導體等高科技領域的發展。
Thailand is intensifying efforts to attract Indian investment in high-technology industries as part of its strategy to position itself as a regional innovation hub. The Thailand Board of Investment (BOI recently conducted a high-level outreach mission to India, holding discussions with 15 major Indian companies in Hyderabad and Mumbai between March 24 and 27. Led by BOI Secretary-General Narit Therdsteerasukdi, the delegation promoted Thailand’s strengths and investment incentives in priority sectors such as medical devices, electric vehicles (EVs and semiconductors—areas where Indian firms have strong global capabilities. The push aligns with Thailand’s broader objective of anchoring future industries in Southeast Asia and strengthening bilateral economic ties with India.
Medical devices and pharmaceuticals drew the strongest interest, with companies such as Sahajanand Medical Technologies, MSN Laboratories, ACG Capsules and Natural Remedies outlining plans for manufacturing, R&D and research collaboration in Thailand. In the automotive sector, talks with Tata Motors focused on EV and commercial vehicle expansion for right-hand-drive markets. Semiconductor engagement included discussions with the India Electronics and Semiconductor Association (IESA, paving the way for joint investment promotion activities in Bangalore later this year, while Tessolve Semiconductor plans to open a testing and engineering services centre in Thailand by year-end. The investment drive coincides with Indian Prime Minister Narendra Modi’s visit to Thailand in early April and builds on a decade of Indian investments, with 161 BOI-approved projects worth over 13 billion baht, underscoring the deepening economic partnership between the two countries.Top of Form
https://thaitimes.com/thailand-enhances-efforts-to-attract-indian-investment-in-high-tech-sectors
編按：泰國正加強吸引印度對其醫療器材、電動車和半導體產業的投資。泰國投資促進委員會（BOI）代表團在海得拉巴和孟買會見了15家印度大型企業，介紹投資泰國的優惠獎勵政策和合作機會。印度的製藥、汽車和半導體企業表現出濃厚的興趣，即將在班加羅爾開展的聯合投資促進活動以及在泰國啟用的新建廠房，深化了雙方經濟夥伴的關係。目前，泰國投資促進委員會已批准超過161個印度投資項目，總價值達130億泰銖。
Thailand Accelerates Energy Transition at IEEE PES GTD Asia 2025 Roundtable
泰國在IEEE PES GTD Asia 2025峰會呼應加速能源轉型
Thailand’s push toward carbon neutrality gained momentum at IEEE PES GTD Asia 2025, where senior government officials, utility leaders, industrial players, and global technology providers convened to align policy, technology, and market readiness. The high-level discussions highlighted unprecedented engagement across the energy ecosystem, focusing on practical and scalable pathways to decarbonization while safeguarding energy security and economic competitiveness. Participants underscored the urgency of grid modernization, renewable integration, and regulatory clarity to support Thailand’s evolving energy landscape.
Speakers from EGAT, PTT, and leading utilities outlined a phased energy transition strategy, prioritizing renewables in the near term while exploring emerging technologies such as hydrogen, carbon capture, and small modular reactors for long-term baseload power. Technology providers, led by Schneider Electric, demonstrated how digitalization, automation, and electrification can make sustainability commercially viable through lower lifecycle costs and improved efficiency. The forum reinforced Thailand’s growing role as a regional energy leader, emphasizing that sustained international collaboration and pragmatic policy reform will be critical to achieving the country’s carbon-neutral ambitions. Policy reform is one of the two keys
https://www.nationthailand.com/business/tech/40059422
編按：2025年IEEE PES GTD亞洲峰會上，泰國的碳中和策略與行動取得了顯著進展。政府、油電業者和產業領袖探討了可擴展的脫碳路徑，強調電網現代化、再生能源併網和監管政策的公開與透明。其分階段推進的策略擬優先發展再生能源，輔以氫能和碳捕獲等新興技術。持續的國際合作與務實的政策改革實為泰國永續發展的關鍵。
Thailand Showcases Regional Energy Leadership at IEEE PES GTD Asia 2025 in Bangkok
泰國在曼谷舉行的 IEEE PES GTD Asia 2025 峰會上展現區域能源領域的領導地位
Thailand reinforced its position as Southeast Asia’s energy transition leader as Energy Minister Auttapol Rerkpiboon opened the IEEE PES GTD Asia 2025 conference in Bangkok on November 27, drawing more than 10,000 participants and 400 companies from over 40 countries. Held at the Queen Sirikit National Convention Centre, the four-day event highlighted Thailand’s ambition to drive carbon neutrality through clean energy investment, advanced infrastructure, and regional collaboration. Minister Auttapol described the conference as a strategic platform to accelerate technological change, strengthen long-term energy security, and support sustainable economic growth.
At the forum, the Electricity Generating Authority of Thailand (EGAT outlined its roadmap to achieve net-zero emissions by 2050, including large-scale renewable integration, grid modernisation, and emerging technologies such as small modular reactors, floating solar, hydrogen, and energy storage systems. International experts underscored the growing role of digitalisation, artificial intelligence, and resilient grid design in managing rising electricity demand across Southeast Asia. With strong participation from utilities, global technology firms, and policymakers, IEEE PES GTD Asia 2025 positioned Thailand at the forefront of regional efforts to build a secure, low-carbon, and future-ready energy system.
https://www.nationthailand.com/business/tech/40059055
編按：在曼谷舉行的 IEEE PES GTD Asia 2025 峰會上，泰國進一步鞏固了其作為東南亞能源轉型的領導地位。來自四十多國四百家公司超過一萬名與會者齊聚一堂，探討碳中和、清潔能源投資和區域合作等議題。泰國發電管理局 (EGAT 的淨零排放路徑圖以及國際專家在再生能源、新興技術和數位化方面的深入洞察，揭示了泰國在構建安全、低碳且迎向未來之能源體系的企圖心。
Thailand Targets 2.5 Trillion Baht in Semiconductor Investment by 2050
泰國計劃在2050年實現2.5兆泰銖的半導體投資
Thailand has unveiled a long-term national strategy to boost semiconductor investment to 2.5 trillion baht by 2050, aiming to develop more than 230,000 skilled workers and establish a fully integrated semiconductor ecosystem. The plan was announced after a meeting of the National Semiconductor and Advanced Electronics Policy Committee, chaired by caretaker Finance Minister Ekniti Nitithanprapas, which reviewed a draft strategy prepared by the Board of Investment (BoI with phased milestones set for 2030, 2040, and 2050.
BoI Secretary-General Narit Therdsteerasukdi said the strategy would strengthen Thailand’s position as a regional hub for chip production, focusing on power semiconductors, sensors, photonics, and discrete and analog chips aligned with the country’s strong electronics manufacturing base. In the near term, Thailand will prioritise assembly and testing, IC design, and advanced electronics, while gradually expanding into upstream activities such as wafer fabrication. Backed by robust infrastructure, deep supply chains, and rising global demand from sectors including electric vehicles, renewable energy, and AI, the initiative builds on strong investment momentum and aims to secure Thailand a key role in the global semiconductor supply chain over the coming decades.
編按：泰國已啟動一項國家戰略，旨在2050年前吸引2.5兆泰銖的半導體投資，目標要培訓23萬名勞工，並建立一體化的晶片生態系統，實現2030年、2040年和2050年的階段性目標。該計畫短期間將優先發展組裝、測試、積體電路設計和先進電子產品，再逐步擴展到晶圓製造，將泰國打造為全球半導體供應鏈的關鍵樞紐。
Agentic AI and Sustainability Seen as Key Growth Drivers for Thailand’s AI Startups
代理式人工智慧和永續發展被視為泰國人工智慧新創企業的關鍵驅動力
Thailand’s AI startups must embrace agentic artificial intelligence, multi-agent systems, and stronger security and privacy frameworks to remain competitive, according to industry leaders speaking at a 2026 outlook seminar organised by the AI Entrepreneur Association of Thailand. Sathapon Patanakuha, chief executive of Guardian AI Lab, said the industry is moving rapidly towards autonomous, interoperable AI agents capable of operating across systems, enabling new models such as agentic commerce. He cautioned that as AI agents increasingly interact with one another, new security challenges will emerge, making “Know Your Agent” verification essential to ensure trust and safety.
Industry executives also highlighted practical applications and sustainability as major opportunities for growth. Winn Voravuthikunchai, chief executive of Botnoi Group, said AI agents are already delivering measurable returns in sectors such as healthcare by augmenting, rather than replacing, human workers, while multi-purpose, collaborative agents will define the next phase of development. Warodom Khamphanchai, chief executive of AltoTech Global, pointed to energy optimisation and self-driving buildings as a high-potential market aligned with global net-zero goals, while Wisesight CEO Kla Tangsuwan urged startups to focus on revenue-generating use cases and attract foreign investment to support long-term AI innovation in Thailand.
編按：泰國人工智慧新創公司致力於代理式人工智慧、複式代理系統和更強大的安全框架，以保持競爭力，其中「了解你的代理」（KYA）驗證被視為建立信任和安全的關鍵。產業領袖指出，人工智慧的永續發展和實際應用—從醫療保健功能擴增到能源優化和自動駕駛建構—是關鍵的成長驅動力，同時也強調要透過以獲利為導向的應用案例開發和外國投資來維持長期創新。
Thailand Emerges as Key Player in Asia’s Rapidly Expanding Fintech Ecosystem
泰國:快速擴張的亞洲金融科技生態系統的關鍵參與者
Asia’s fintech sector continues to reshape global financial services, driven by rapid adoption of digital payments, real-time transactions, and cross-border financial technologies, with Thailand increasingly positioned as a regional standout. The Asia-Pacific region accounted for $12.8 trillion in retail cross-border payment outflows in 2024, led by innovations such as interoperable payment systems, digital wallets, and blockchain-based solutions. Initiatives like Project Nexus and the widespread use of platforms such as Alipay, GrabPay, and Paytm underscore Asia’s leadership in digital finance, even as regulatory fragmentation and technological gaps remain challenges to deeper regional integration.
Within this dynamic landscape, Thailand has emerged as a rising fintech hub, supported by high financial inclusion, near-universal mobile penetration, and proactive regulatory support from the Bank of Thailand. Flagship initiatives such as PromptPay, cross-border QR payments, and exploration of stablecoins and central bank digital currencies have strengthened the country’s digital finance infrastructure, attracting fintech assets worth nearly $29 billion in 2023. Industry leaders note that while Thailand has made significant progress, sustained growth will depend on regulatory harmonisation, cybersecurity readiness, talent development, and the ability of local startups to scale beyond domestic markets, positioning the country to play a lasting role in Asia’s fintech future.
https://www.nationthailand.com/business/tech/40060648
編按：亞洲金融科技產業正透過數位支付、即時交易和跨境創新重塑全球金融格局，其中泰國憑藉強大的普惠金融、行動互聯網普及率和積極的監管，已成為一個脫穎而出的區域中心。PromptPay、跨國二維碼支付和數位貨幣探索等旗艦專案已吸引到近290億美元的資產，其持續的成長將取決於監管的調合協作、網路安全、人才培育以及新創公司的海外市場拓展。
Siam Piwat Partners with Google Cloud to Scale Enterprise-Wide AI Across Retail and Real Estate
Siam Piwat 與 Google Cloud 合作，在零售和房地產領域擴展企業級人工智慧
Siam Piwat Group, Thailand’s leading real estate and retail developer and operator of landmark destinations such as Siam Paragon and ICONSIAM, has announced a major expansion of its digital strategy through a deepened partnership with Google Cloud. The collaboration, led by Siam Piwat and its digital and innovation arm Xponential, positions the group as Thailand’s only global destination developer to pioneer enterprise-wide artificial intelligence under Google Cloud’s PanyaThAI program. Following the successful migration of the ONESIAM SuperApp to an in-house SaaS platform, the initiative marks a shift from fragmented legacy systems to a unified, AI-driven digital ecosystem.
The partnership has already delivered operational AI use cases, including AI-powered search and personalization, intelligent campaign management, and vision-based automation for loyalty services within the ONESIAM SuperApp. Looking ahead, Siam Piwat plans to accelerate the deployment of agentic AI, enabling predictive recommendations, automated content creation, and real-time translation to enhance customer and tenant experiences. Executives from both companies said the collaboration moves beyond experimentation to scalable, enterprise-grade AI applications, reinforcing Siam Piwat’s ambition to use data and AI as core drivers of innovation, efficiency, and long-term business value.
https://www.nationthailand.com/pr-news/pr-news/40059865
編者按：暹羅百麗集團（Siam Piwat Group）透過與Google雲端（Google Cloud）的合作，擴大企業數位化策略的範疇，率先成為泰國在Google Cloud PanyaThAI 專案下，企業級人工智慧的全球性級別開發商，並將其ONESIAM 超級應用升級至由人工智慧統一驅動的生態系統。此次合作已成功實現人工智慧驅動的個人化應用，落實行銷活動管理與自動化，同時也計劃部署代理式人工智慧，運用於預測(引導性推薦、內容創作和即時翻譯，進一步推動創新並創造長期的商業價值。
IRENA Says Round-the-Clock Renewable Energy Can Power Malaysia’s Expanding Data Centre Sector
國際再生能源總署表示:全天候再生能源可以為馬來西亞不斷擴張的資料中心產業提供電力。
Malaysia’s fast-growing data centre industry could be sustainably powered by round-the-clock renewable energy solutions, according to the International Renewable Energy Agency (IRENA. Speaking at the IRENA Assembly during Abu Dhabi Sustainability Week 2026, IRENA Director of Engineering Dr Ibraheem Almansouri said continuous renewable energy—combining solar and wind with energy storage and smart grid systems—can provide the constant, reliable electricity required by data centres while also lowering long-term costs and emissions.
Dr Ibraheem highlighted Malaysia as a key market, citing rising electricity demand driven by economic growth, cloud computing, and artificial intelligence services, which are expected to push data centre capacity to more than quadruple after 2026. While Malaysia has yet to launch a dedicated RTC renewable project, IRENA is actively involved through partnerships and power purchase agreements, including Masdar’s 200-megawatt floating solar project in Pahang, set to be Southeast Asia’s largest. He noted that the main challenge lies not in technology but in institutional readiness, stressing that close coordination between grid operators, developers, and policymakers will be crucial to unlocking RTC renewable energy’s full potential for Malaysia’s data-driven economy.
編按：國際再生能源總署（IRENA）表示，馬來西亞快速發展的資料中心產業可透過全天候再生能源實現永續供電，該方案結合太陽能、風能、儲能和智慧電網，確保可靠且低成本的電力供應。馬斯達爾公司在彭亨州建造的200兆瓦漂浮式太陽能專案，彰顯了馬來西亞永續電源的潛力。為數據驅動型的馬國經濟提供全天候再生能源，體制的完備和各利害關係人之間的密切協調仍然為關鍵所在。
Malaysia Shortlists Four Bidders for First Grid-Scale Battery Storage Program
馬來西亞公佈首批電網級電池儲能專案計畫四家入圍競標者名單
Malaysia has shortlisted four bidders under its first large-scale battery energy storage system (BESS competitive solicitation, marking a major milestone in strengthening grid stability as renewable energy capacity expands. The Energy Commission (Suruhanjaya Tenaga selected the projects from 28 applications under the inaugural Malaysia Battery Energy Storage System (MyBeST program launched in November 2024. The program will award four grid-connected BESS facilities in Peninsular Malaysia, each with a capacity of 100MW/400MWh, for a total of 400MW and 1,600MWh, all scheduled to be commissioned in 2027.
The shortlisted bidders are consortia of Blueleaf Energy–Universal Peak and ERS Energy–Gamuda Berhad, along with ERS Energy and Leader Energy as standalone bidders. Each project will be built, owned, and operated by the successful bidders, using different battery technologies to evaluate performance under Malaysia’s grid and climatic conditions. Aligned with the National Energy Transition Roadmap, which targets 70% renewable capacity and net-zero emissions by 2050, the MyBeST program is designed to support frequency regulation, energy shifting, and peak demand management, positioning Malaysia to proactively manage grid challenges arising from rapid solar power deployment.
編者按：馬來西亞已選定四家競標者: Blueleaf Energy–Universal Peak、ERS Energy–Gamuda Berhad、ERS Energy 和 Leader Energy參與隸屬於MyBeST 計劃下的首批電網級電池儲能專案。這四個專案均為 100MW/400MWh 的規格，總容量為 400MW 和 1600MWh，2027開始運轉，旨在增強電網穩定性，支持再生能源併網，以推進馬來西亞國家能源轉型路徑圖，實現2050 年70%再生能源及淨零排放的目標。
XPENG Partners with EPMB to Launch EV Manufacturing in Malaysia
小鵬汽車與EPMB合作，在馬來西亞啟動電動車製造
Chinese electric vehicle maker XPENG has partnered with Malaysian manufacturing group EP Manufacturing Berhad (EPMB to localise EV production in Malacca, with mass production scheduled to begin in 2026. The project marks XPENG’s second manufacturing base in the Asia-Pacific region after Indonesia, and its third globally following Austria. The new facility is designed to support an integrated ecosystem covering local production, sales, charging infrastructure and customer operations, strengthening XPENG’s market presence in Southeast Asia.
XPENG vice president James Wu said EPMB’s manufacturing capabilities and aligned vision made it an ideal partner, enabling the company to respond faster to regional demand and deploy its intelligent vehicle technologies more effectively. The Malaysia project builds on XPENG’s broader Southeast Asia strategy, including a recent partnership with Singapore-based Charge+ to expand EV charging infrastructure. That collaboration will add nearly 3,800 charging points across the region and establish at least 20 high-power DC supercharging sites in Singapore, Malaysia, Thailand and Indonesia, with charging capacity of up to 480kW.
https://www.evinfrastructurenews.com/ev-technology/xpeng-to-begin-malaysian-ev-production-in-2026
編按：中國小鵬汽車已與馬來西亞EP Manufacturing Berhad公司合作，在馬六甲建立電動車生產基地，計劃於2026年開始量產，作為其東南亞擴張計劃的一部分。該計畫與小鵬汽車和Charge+的合作相輔相成，後者計劃在該地區部署近3800個充電樁和20個高功率直流超級充電站。
Malaysian Businesses Brace for Surge in Power Demand as Energy Transition Accelerates
隨著能源轉型加速，馬來西亞企業嚴陣以待，因應電力需求激增
Malaysian businesses are preparing for a sharp rise in electricity consumption over the next three years, driven by the expansion of renewable energy, digitalisation and artificial intelligence, according to new research by EY. The study found that 91% of companies expect electricity use to increase by 2028, while 75% foresee more complex energy needs due to volatile energy costs, supply reliability concerns and mounting decarbonisation pressures. Sectors such as manufacturing and IT anticipate double-digit growth in power demand, reflecting the growing impact of electrification, electric vehicle adoption and AI-enabled operations across the economy.
The findings align with Malaysia’s National Energy Transition Roadmap and the government’s Budget 2026 priorities, which reinforce energy strategy as both a growth and brand imperative. More than 80% of businesses are seeking digital and AI-enabled tools to manage energy more efficiently, while over 83% plan to increase investment in electrification and emissions reduction. With companies accounting for more than three-quarters of national electricity demand, EY noted that collaboration between businesses, energy providers and policymakers will be critical to balancing rising demand with affordability, reliability and sustainability as Malaysia moves towards its long-term renewable energy and net-zero goals.
編按：安永(會計師事務所研究顯示，91%的馬來西亞企業預計2028年使用電量將持續增長，其中製造業和IT行業將呈現兩位數的成長，主要驅動力來自再生能源、產業的電氣化、電動車普及和人工智慧的發展。為配合馬來西亞的能源轉型路徑圖，超過80%的企業計劃投資數位化工具和減排措施。因此為達到滿足產業電力需求，在電力的可負擔性、可靠性和永續性之間取得平衡，政策制定者和供應商的合作至關重要。