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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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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.

·London, United Kingdom
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WTVB broke the news on Wednesday, July 29, 2026.
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