FedEx report sees AI boom lifting Philippine semiconductor growth prospects
FDX•FedEx published an APAC semiconductor market report with Frost & Sullivan that identifies AI infrastructure as a key demand driver. The report says APAC accounts for about 58% of global semiconductor revenue and positions the Philippines to gain investment as an assembly, packaging and testing hub.
1. AI drives chip demand
FedEx published an APAC semiconductor market report with Frost & Sullivan, flagging AI infrastructure as a key demand driver. More than 2,000 new data centers are expected globally from 2026 to 2035, lifting demand for advanced chips.
2. Philippines opportunity
APAC accounts for about 58% of global semiconductor industry revenue, positioning the region as the industry's main growth center. The report positions the Philippines to gain investment as supply chains regionalize, citing its potential as an assembly, packaging and testing hub.
3. Shipping and risk survey
A SEMICON Taiwan 2026 survey found that 44% prioritized faster international shipping, while 30% cited geopolitical disruption as the top growth risk.
