Taiwan logistics and tech surge amid AI demand

In early August 2026, Dimerco Express’s Asia Pacific Freight Report highlighted near‑full air‑freight capacity on Taiwan‑centric routes as AI‑driven semiconductor shipments surged. Load factors on Asia‑US lanes approached 90% and freight rates rose, especially on Taiwan and Thailand corridors. Kathy Liu, VP of Global Sales and Marketing at Dimerco, noted a market split, stating, “AI demand out of Taiwan just keeps climbing, while the e‑commerce base that carried Europe is gone.”

Dimerco announced a 37.8% year‑over‑year revenue increase for July 2026, driven by high‑tech demand. This trend was reinforced by corporate earnings data from Taiwan. Server‑chassis maker QCT reported a 53% YoY revenue rise for the first half of the year, while Hon Hai (Foxconn) achieved record Q2 net profits of 59.974 billion TWD due to AI infrastructure demand. Phison Electronics also reported a massive surge in H1 EPS, fueled by AI storage demand.

The broader semiconductor market, which WSTS projects to more than double in 2026, continues to drive diverse economic gains. While the shipping sector saw a Q2 rebound with container carriers like Evergreen Marine and Wan Hai Lines reporting strong H1 net profits, analysts cautioned that the market might face pressure as the early peak season subsides. Together, these developments illustrate how Taiwan’s logistics, manufacturing, and semiconductor industries remain tightly linked to the global AI boom.