AI race redraws Asian air cargo, replacing e-commerce as growth engine
Airlines are adding freighter routes and new loading procedures as AI-related goods take 53.5% of air cargo value, IATA said.
- The global AI boom is reshaping Asia's air cargo industry as semiconductor shipments replace e-commerce, with IATA estimating AI-related goods accounted for 53.5% of cargo value despite comprising just 7% of volume.
- China's e-commerce exports fell 7% in May, marking a sixth consecutive monthly decline as tighter import rules in the U.S. and Europe dampened cross-border trade. Global semiconductor sales more than doubled year-on-year in April.
- Korean Air reported cargo revenue surged 46% in the second quarter to 1.54 trillion won , while Cathay Pacific Airways introduced software to automatically secure sensitive semiconductor equipment inside aircraft.
- Dimerco Express Group said AI and semiconductor shipments filled Taipei's air cargo hub to capacity in July, keeping freight space tight as carriers including China Airlines and ANA rerouted services to manage demand.
- Orders for advanced processors stretch two to three years into the future as Jaedong Eum, executive vice president of Korean Air's cargo business, said the airline anticipates strong demand to persist through the second half of 2026.
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MACC recommends AI scanners at cargo terminals to strengthen dangerous goods checks
PUTRAJAYA, July 30 — The Malaysian Anti-Corruption Commission (MACC) has submitted several improvement recommendations to the Civil Aviation Authority of Malaysia (CAAM) to strengthen the management of dangerous goods (DG), following a governance investigation related to the incident at the Kuala Lumpur International Airport.Through a post on MACC’s official Facebook today, the commission said that one of the main recommendations put forward is …
AI race redraws Asian air cargo, replacing ecommerce as growth engine
Global air cargo networks are shifting towards AI chip manufacturing hubs. Cross-border ecommerce shipments are declining due to new import rules. Korean Air reports AI cargo now drives its main growth engine. Airlines are adapting to handle delicate and high-value AI hardware. Strong cargo demand is expected to continue through late 2026.
AI race redraws Asian air cargo, replacing e-commerce as growth engine
The 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.
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