Thai exports rose 24.3% year on year in August 2026, the fastest pace in 56 months, and 18.9% for the first eight months. Excluding oil-linked goods, gold and defence items, growth was 19.5%. Electronics for AI and data centres led, with US exports up 48.7%. Durian and mangosteen shipments to China also rebounded. The Commerce Ministry still keeps its full-year forecast at 5-11%, but says 15% is possible if exports average about 31,000 million USD a month for the rest of the year. It warns of risks next year from war, oil prices, freight costs and high US inventories. For SMEs, the upside is mainly in electronics supply chains and fruit exporters. Plan for demand to slow if the AI investment cycle or US tariff exemptions change.