AI Data Insight
US semiconductor imports reached USD 34,692 million in the second quarter of 2026, marking a quarter-over-quarter increase of 26.15% and a staggering year-over-year surge of 87.1%. Benefiting from the AI data center construction frenzy and the market's "rush to import" effect in response to potential tariff policies, demand for high-end chips has been driven up, keeping semiconductor supply chain momentum robust in the short term.