Thailand's private-sector economic council (JCC) reports AI is reshaping global growth into a K-shape pattern, with Asia-Pacific—including Thailand—positioned to benefit. Thailand's H1 2026 exports rose 17.6%, led by tech products (+45.9%), but local content remains low. The council urges accelerating domestic production, developing supply chains, and raising Made-in-Thailand value-add to capture $544B+ in FDI expected to flow into ASEAN by 2035. FDI applications to BOI jumped 37% YoY in H1 2026 to 1.47 trillion baht. The council projects full-year GDP at 1.6–2.0% and exports at +8–10%.