Financial Ports

AI Freight Surge: How Semiconductors Now Outweigh E-commerce in Air Cargo

CLAVE 1 / 4AI-related goods now represent 53% of cargo value carried by IATA member airlines in the first half of 2025.

CLAVE 2 / 4Semiconductors and data center equipment drove 76% of trade growth by value in Q1 2025, per DHL and NYU Business School.

CLAVE 3 / 4Without AI imports, U.S. imports would have fallen 10%, according to the Federal Reserve Bank of Minneapolis.

CLAVE 4 / 4Taiwan has overtaken mainland China as the U.S.’s largest trading partner by value, fueled by semiconductor exports.

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