BREAKING 🚹

US semiconductor imports surged to a record $15.4 billion in August, up $2.4 billion month‑over‑month 🚀.

The rise marks the largest monthly increase on record. In the past five months imports climbed $6.3 billion, a 69% surge. Year‑over‑year, the figure jumped $10.0 billion, up 185%, the biggest annual gain ever. The prior historic YoY spike was 69% in January 2011.

Demand is exploding.

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