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Recorded at Air Cargo China in Shanghai, Carolin Gerstenmaier, Head of Industry Development at Lufthansa Cargo, breaks down the two industries driving the highest value growth in air freight: semiconductors and pharma. She explains how a single chip can require up to ten separate air freight transportations before it reaches a customer, why Asia's share of semiconductor manufacturing has grown from around 20% to roughly 80% over the past 30 years, and why radioactive cancer medicines have to reach a patient within 24 hours or the dose is unusable. She also covers sustainability demands, AI-driven tracking, and how Lufthansa Cargo is adapting its network to geopolitical shifts. This episode is brought to you by Dimerco Express Group, connecting Asia to the rest of the world. Learn more at https://dimerco.com/ #AirCargo #LufthansaCargo #Pharma #Semiconductors #Logistics #SupplyChain #FreightBuyersClub 00:00 Introduction 00:41 Pharma and semiconductors: the growth outlook 01:56 How semiconductor demand has shifted to Asia 02:56 Why semiconductors aren't a one size fits all business 03:57 Building a consistent modular offer across the supply chain 04:41 China plus one and the shift in manufacturing origin 06:04 Lufthansa Cargo's role across the supply chain 06:41 Pharma: the second largest growing industry 07:38 Blockbuster medicine versus specialised, individualised medicine 08:52 Cold chain, speed and flight critical logistics 09:24 Sustainability and AI driven tracking 10:59 Geopolitics, tariffs and network adaptability 12:14 Compliance, certification and the GDP/CEIV framework 13:37 Where semiconductors and pharma go next

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