US imports of semiconductors, computers, and related equipment reached $74.8 billion in August 2026, four times the level recorded in August 2023. Semiconductor imports peaked at $15.4 billion, while capital goods imports totaled $1.02 trillion over the first eight months of the year. The surge, driven by the construction of AI data centers, also reflects heavy reliance on manufacturers in Taiwan. The US trade deficit widened to $105.6 billion in August from $92.8 billion in July, potentially weighing on investor sentiment if the trend continues.
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