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AI and Semiconductor Exports Drive Air Cargo Surge from Southeast Asia

Technology shipments are reshaping air cargo markets across Southeast Asia. Artificial intelligence and semiconductor exports now dominate capacity out of the region, marking a significant departure from e-commerce-driven demand patterns that historically characterized peak season freight flows. Dimerco Express data indicates the boom in high-value tech cargo is offsetting weakness in consumer goods shipments as global supply chains enter their traditional busy period. Capacity constraints persist despite cheaper available space, with freight forwarders warning that pricing remains elevated. The Iran war continues to inject volatility into the broader market picture. The concentration of AI and semiconductor traffic underscores how technology supply chain requirements are fundamentally reshaping traditional freight patterns across the region heading into the second half of the year.