On Friday, the share price of Delta Electronics (Thailand) Public Company Limited (SET: DELTA) at the time of 11:07 a.m. was at THB 306, a THB 20 or 6.13% decrease with a total trading value of THB 2,941 million.
Meanwhile, the share price of HANA Microelectronics Public Company Limited (SET: HANA) was at THB 36.75, a THB 1.25 or 3.29% decrease with a total trading value of THB 308 million.
The share price of KCE Electronics Public Company Limited (SET: KCE) was at THB 38.50, a THB 1.25 or 3.14% decrease with a total trading value of THB 271 million.
The share price of Cal-Comp Electronics (Thailand) Public Company Limited (SET: CCET) was at THB 8.80, a THB 0.30 or 3.30% decrease with a total trading value of THB 242 million.
The share price of Team Precision Public Company Limited (SET: TEAM) was at THB 4.60, a THB 0.12 or 2.54% decrease with a total trading value of THB 3.32 million.
The share price of Stars Microelectronics (Thailand) Public Company Limited (SET: SMT) was at THB 3.54, a THB 0.10 or 2.75% decrease with a total trading value of THB 695,610.
The pressure on Thai electronics stocks mirrors the continued selling pressures seen in technology equities worldwide. Investors have grown more concerned about soaring valuations in recent months, along with persistently high investment costs related to artificial intelligence—particularly for major cloud providers (Hyperscalers), who must pour vast capital into expanding infrastructure to support AI growth.
This global sell-off pressured the U.S. Nasdaq Composite, which closed lower for the fourth consecutive day, with many large-cap tech stocks declining. Some memory chip-related stocks still received a boost from strong AI chip demand, however.
Apple tumbled nearly 6% after the company announced price increases for its MacBook and iPad, citing rising costs for memory chips and storage devices. The move raised investor concerns that ongoing increases in semiconductor costs could squeeze profit margins for major tech firms going forward. Shares of Nvidia, Microsoft, and Alphabet also fell in line with the broader weakness in large-cap technology stocks.
Meanwhile, the tech sell-off on Wall Street has spilled over into Asian markets, causing broad declines among regional tech shares. Japan’s SoftBank Group led losses, with its stock down over 13%, pressured by worries over fast-rising AI infrastructure costs.
Additionally, Asian semiconductor and chip stocks saw widespread losses: SK Hynix dropped over 9%, Samsung Electronics fell roughly 8%, and SK Square was down around 13%. In Japan, Advantest declined more than 11% while Tokyo Electron fell over 5%, reflecting the mounting pressure throughout the chip and electronics supply chain in the region.
Nevertheless, some memory chip makers bucked the trend: Micron Technology shares closed at 15.81% after reporting better-than-expected results and issuing upbeat revenue forecasts. Similarly, SanDisk jumped 21.53%. Qualcomm, Western Digital, and Seagate Technology also gained, benefiting from positive sentiment toward memory chip stocks.
Kasikorn Securities (KS) noted that global tech stock selling remains a key short-term drag on the Thai stock market, especially for electronics stocks that previously rallied strongly. High valuations and uncertainty over the long-term value of technology and AI investments have weighed on the sector.
The overall global tech and semiconductor sell-off remains a risk investors must closely monitor, as it could dampen investment sentiment across regional equity markets, including Thai electronics stocks in the near term—especially in a climate that remains sensitive to chip cost trends, AI-related investment, and monetary policy actions by the Federal Reserve (Fed).
