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AI race redraws Asian air cargo, replacing e-commerce as growth engine
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The Express Tribune
Global semiconductor sales more than doubled year-on-year in AprilA China Airlines Cargo plane taxis at the Taiwan Taoyuan International Airport in Taoyuan, Taiwan.
Photo: ReutersThe global race to build artificial intelligence is redrawing Asia's air cargo map, prompting airlines to redesign networks around growing semiconductor manufacturing hubs as cross-border e-commerce loses momentum.
Japan exports semiconductor manufacturing equipment, South Korea produces advanced memory chips and Taiwan is the centre of leading-edge chip production.
Unlike much e-commerce cargo, AI hardware is compact, extremely valuable and often time-critical to keep data centre projects on schedule, making air transport worth the premium.
Dimerco Express Group said AI and semiconductor shipments had filled Taiwan's Taipei air cargo hub to capacity in July, keeping freight space tight on routes to the US and within Asia.