📊Executive Summary

The article discusses the increasing demand for air cargo capacity driven by shipments of AI and semiconductors from Southeast Asia, particularly Taiwan and South Korea. This shift has resulted in tight air cargo capacity, with load factors on Asia-US lanes reaching approximately 90%. Rates for air cargo are rising as e-commerce demand declines due to new EU customs duties. The article highlights the robust airfreight demand from Southeast Asia, particularly in Thailand and Malaysia, where capacity remains tight. This situation poses significant implications for procurement teams in electronics as they navigate rising costs and limited availability in the air cargo market....