AI Data Insight
US semiconductor imports reached USD 21.759 billion in the fourth quarter of 2025, a significant rebound of 30.9% from the previous quarter, reversing a two-quarter decline and approaching a historical high. Benefiting from the robust demand for AI chips and the front-loading wave triggered by the Trump administration's tariff policies, Taiwan has jumped to become the fourth-largest source of imports for the US. It is expected that high inventories will suppress pull-in momentum in the short term, but supply chain restructuring will continue to dominate the semiconductor trade landscape in the medium term.