AI chip boom reshapes Asia's air cargo network as e-commerce demand slows

AI chip boom reshapes Asia's air cargo network as e-commerce demand slows

Semiconductor shipments replace e-commerce as Asia's primary air cargo driver; Korean Air cargo +46% Q2, chip sales doubled YoY (strongest since 1986). Multi-year AI infrastructure in Taiwan/Korea/Japan signals sustained demand as cross-border e-commerce fails from US/EU duty restrictions.