Myanmar's Man Maw tin mine—the world's third-largest—is restarting after a 2023 shutdown, ramping up exports to China. Tin is critical for AI infrastructure (soldering microchips in data centres), and its shortage had driven prices to record highs. Current output remains well below 2016 peak levels (~500k tonnes annually), but satellite imagery and customs data show steady activity returning. For Thailand SMEs in electronics, semiconductors, or supply-chain sectors, this signals potential tin price stabilization and supply relief—though geopolitical risks in Wa State remain material.