FedEx report flags AI-driven surge in APAC semiconductor supply chains
FDX•A FedEx report links AI and data-center buildouts to rising chip demand, with APAC accounting for about 58% of global semiconductor industry revenue. It projects more than 2,000 new data centers globally from 2026 to 2035.
1. Demand and supply chains
FedEx’s APAC semiconductor supply-chain report links AI and data-center buildouts to rising chip demand. A survey at SEMICON Taiwan found about 80% expect the strongest demand growth in Taiwan, Southeast Asia, Greater China and Japan; geopolitical disruption ranked as the top growth risk at 30%, while 44% prioritized faster international shipping when choosing logistics partners.
