Employers' federation vice-chairman Tanit Sorat warns that BoI investment surged 37% in H1 2026 to 1.47 trillion baht, but data centres need few permanent staff and up to 75% of their equipment is imported. ICE car sales fell 26% in January-July while battery EV sales rose 97%, so auto parts suppliers face shrinking orders. Migrant registrations rose to over 4 million, and unemployment is 0.9%, so hiring competition and reliance on migrant labour will stay high. No immediate rule change is announced; review supplier exposure to ICE parts and plan for tighter labour supply.