AI and Semiconductor Cargo Tightens Asia Airfreight Capacity

Air cargo capacity across Asia is increasingly being driven by artificial intelligence (AI), semiconductors and other high-tech products rather than e-commerce, according to Dimerco’s latest market analysis.

Taiwan and South Korea are experiencing tight capacity and rising rates on major Asia and US trade lanes, with load factors approaching 90%. Meanwhile, Asia-Europe e-commerce demand has weakened following the EU’s €3 customs duty on low-value parcels. Southeast Asia is also entering a strong peak period. Thailand, Singapore and Malaysia face limited capacity and higher rates, while India is seeing growing pressure on Europe and North America routes. Australia remains comparatively stable.