SCB EIC analysis shows global electronics industry recovering in K-shaped pattern, with AI-related semiconductor and infrastructure products growing 35.6% CAGR (2023-2025) while non-AI electronics stagnate at 3.2%. Taiwan dominates advanced chip supply via TSMC (90% global share), China's high-end role weakens due to US tech restrictions, and ASEAN is emerging as critical manufacturing hub. Thailand should strategically position in AI supply chain segments where it has competitive advantages.