US tech hardware imports hit a record $86.9 billion in September

Computers, accessories and semiconductors poured into the US at a 151% year-over-year clip as the AI data center buildout kept shopping America’s appetite for AI hardware has turned into a full-blown import habit. US imports of computers, accessories and semiconductors reached a record $86.9 billion in September 2026, up 151% from a year earlier. That figure, measured on a Census basis, came from trade data released on November 4, 2026, by the US Census Bureau and the Bureau of Economic Analysis (BEA). It shows the data center boom isn’t just a tech story anymore. It is now a trade story, a deficit story and a supply chain story. Tech imports climbed by approximately $12.1 billion in a single month. Most of that came from two categories.

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