On Monday, the share price of WHA Corporation Public Company Limited (SET: WHA) in the morning session closed at THB 3.08, a THB 0.32 or 9.41% decrease with a total trading value of THB 735.86 million.
Meanwhile, the share price of Amata Corporation Public Company Limited (SET: AMATA) in the morning session closed at THB 14.00, a THB 1.20 or 7.89% decrease with a total trading value of THB 274.40 million.
The share price of Light Up Total Solution Public Company Limited (SET: LTS) in the morning session closed at THB 4.24, a THB 0.76 or 15.20% decrease with a total trading value of THB 22.93 million.
The aforementioned shares tumbled today after the report that President Donald Trump is planning to restrict AI chip exports from firms like Nvidia to countries including Malaysia and Thailand. This move is reportedly part of a broader crackdown on illicit semiconductor transfers into China.
Earlier, Bualuang Securities (BLS) assessed that the plan would directly impact Siam AI Corporation Limited, Thailand’s Nvidia Cloud Partner (NPC), with a potential knock-on effect for LTS, which serves as a subcontractor to Siam AI.
However, LTS released a statement clarifying that the company will not be affected by US export restrictions. LTS explained that it receives assignments from Siam AI, the official purchaser of Nvidia chips for service provision purposes—not for resale or distribution. LTS maintained its revenue target of reaching THB 1 billion this year and aims for profit growth of 20–30%.
