AI hardware props up air freight – spare a thought for the downside

AI Summary

Semiconductor shipments have significantly driven air cargo growth, compensating for a slump in e-commerce and maintaining high load factors on transpacific routes. This concentration on AI hardware poses risks for forwarder CFOs who must consider potential market vulnerabilities.

Key takeaway: Semiconductor shipments have quietly become the dominant engine of air cargo growth, masking an e-commerce slump and keeping transpacific load factors at their practical ceiling. The market’s dependence on a single demand driver should be keeping forwarder CFOs awake at night. The post AI hardware props up air freight – spare a thought for the downside appeared first on The Loadstar.