Southeast Asia’s airfreight market is booming as global manufacturers shift production from China, despite challenges like tariffs and excess capacity affecting rates. Demand, particularly for high-tech goods like AI servers and semiconductors, is rising, especially from countries like Thailand, Vietnam, and Malaysia. However, spot rates to the U.S. have declined, highlighting capacity issues. Regional economic integration and infrastructure improvements are essential for sustaining growth amid increasing demand and logistical challenges, as businesses increasingly view ASEAN as a key investment area.

Source: https://www.stattimes.com/air-cargo/air-cargo-finds-its-next-lift-in-southeast-asia-1356785