AI Data Insight
The latest data shows that U.S. semiconductor imports in 2025 (Q4 2025) stood at 76,518 million USD, a significant decline of 7.16% from the previous figure. Under the pressure of comprehensively upgraded U.S. tariff policies and supply chain restructuring, overall import momentum has cooled, but Taiwan achieved contrarian growth relying on rigid demand for AI chips. Looking ahead, close attention must be paid to the far-reaching impact of the tariff exemption list for high-end chips and the progress of U.S. domestic capacity expansion on the import structure.