On Thursday at 10:36 AM (Bangkok time), the share price of Delta Electronics (Thailand) Public Company Limited (SET: DELTA) surged by 3.66% or THB 7.00 to THB 198.50, with a trading value of THB 2.39 billion.
Hana Microelectronics Public Company Limited (SET: HANA) expanded by 3.31% or THB 0.80 to THB 25.00, with a trading value of THB 373.92 million.
KCE Electronics Public Company Limited (SET: KCE) jumped by 5.00% or THB 1.25 to THB 26.25, with a trading value of THB 350.28 million.
Cal-Comp Electronics (Thailand) Public Company Limited (SET: CCET) rose by 2.56% or THB 0.15 to THB 6.00, with a trading value of THB 166.15 million.
The upward trend seen among the Thai electronics stocks came after news that U.S. technology giant IBM has entered a strategic partnership with Anthropic, an artificial intelligence startup.
The collaboration aims to accelerate the development of enterprise-ready AI solutions by integrating Anthropic’s large language model, Claude, into IBM’s new AI-enabled Integrated Development Environment (IDE), designed to enhance organizational software development processes.
The partnership is set to deliver advanced automation capabilities, spanning software development, testing, and modernization. Such developments are expected to allow companies to adopt AI more systematically and securely.
Meanwhile, the announcement follows closely on the heels of another major move in the AI sector: leading U.S. chipmaker Advanced Micro Devices (AMD) reached an agreement to supply AI chips to OpenAI, the developer of ChatGPT.
The deal, which may generate tens of billions of dollars in annual revenue, also includes provisions for OpenAI to acquire up to a 10% stake in AMD, underscoring the intensifying competition and rapid expansion within the global AI industry.
