BREAKING: US imports of computers, computer accessories, and semiconductors surged +$12.1 billion in September, to a record $86.9 billion. This marks the 2nd-largest monthly increase in history, following the record +$14.7 billion increase in July 2026. Since the start of 2024, imports of computers, computer accessories, and semiconductors have more than quadrupled. YoY, these imports rose +151%, the largest YoY increase on record, compared with peak annual growth of just +34% during the 2000 Dot-Com Boom. Based on September's figures, these imports are now running at an annualized rate above $1.0 trillion for the first time. US demand for technology hardware is exploding.
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