US SEMICONDUCTOR PRICES JUMP 26% IN A YEAR

US producer prices for semiconductor and other electronic component manufacturing rose 26% year-over-year in September, according to Bureau of Labor Statistics data. The index has climbed 31% since July 2025 alone, the fastest run in a series that mostly fell for two decades before the AI buildout began. Chipmakers tracked in $SMH are absorbing surging input costs as demand for AI hardware keeps outstripping supply.