https://transportational.com/tags/semiconductors/ Recent content in semiconductors on Transportational.com Hugo -- gohugo.io en-us Fri, 03 Jul 2026 00:00:00 +0000 https://transportational.com/air-cargo-volumes-defy-forecasts-in-june-as-semiconductor-and-ai-hardware-demand-surges/ Fri, 03 Jul 2026 00:00:00 +0000 https://transportational.com/air-cargo-volumes-defy-forecasts-in-june-as-semiconductor-and-ai-hardware-demand-surges/ Global air cargo demand rose 7% year-on-year in June, according to Xeneta data, a figure that came in well ahead of both analyst expectations and the market’s own supply growth of just 3%. The gap between demand and capacity has become the defining feature of air freight in 2026, and the driver is no longer the e-commerce boom that powered the sector for the past two to three years. It is semiconductors and AI infrastructure.