News Briefing As the necessity to balance power demand and carbon reduction increases in Southeast Asia, Thailand and the Philippines are continuing to push forward plans to build multiple nuclear power plants over the next decade. This development will break the current situation where Southeast Asia has no commercially operating nuclear power plants. Thailand is expected to announce its national energy plan extending to 2037 this September, which is anticipated to include Small Modular Reactors (SMRs). Impact analysis To keep global warming within 1.5°C by the end of this century, various governments have set Nationally Determined Contributions (NDCs) for carbon reduction. However, in practice, carbon emissions are highly correlated with the level of economic activity. Driven by supply chain shifts, Southeast Asia is expected to see a significant increase in electricity demand as manufacturing moves into the region. In other words, as Southeast Asia embraces economic development, it will inevitably need to formulate energy policies with greater rigor. Thailand is set to become the next major manufacturing hub for Taiwanese circuit board companies. Although the authorities established a goal in the "AEDP 2018" to achieve 30% renewable energy generation by 2037, changes in circumstances, an influx of more companies, and increased pressure to reduce carbon emissions have compelled Thailand to start considering nuclear power. This shift is likely to be reflected in the upcoming update to the National Power Development Plan for 2018-2037, which will replace the current AEDP 2018. Although the decision to adopt nuclear power has not yet been finalized, information that has emerged indicates that the target for renewable energy generation by 2037 will be significantly increased to 70%. If we use the original 30% target as a reference and consider the additional electricity demand due to industrial influx, it can be inferred that achieving the new target will likely require nuclear power to play a substantial role. If this is the case, it would be considered a beneficial policy for circuit board manufacturers that have chosen Thailand as their new production base.