US Computer and Chip Imports Jump Again

US imports of computers and computer accessories drove a $12.1 billion monthly increase in September 2026, according to the Bureau of Economic Analysis, even as semiconductor imports alone fell $1.2 billion. That follows an even larger $14.7 billion jump in July, when computers, accessories, and semiconductors all rose together. The shift shows chip demand cooling slightly even as finished hardware imports keep climbing, a pattern tied to the AI data center buildout tracked closely by $SMH investors.