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◆ TESSARA JULY 23, 2026 Chip prices are rising again 73 INDEX -0.4% MoM · +26.1% YoY BLS producer price index for US semiconductor manufacturing. Pricing power across the chip supply base. 60 65 70 Breakout Aug '24 Mar '25 Nov '25 Jun '26 tessara.tech Source: U.S. Bureau of Labor Statistics

Chip prices are rising again

US producer prices for semiconductors, which historically only fall, are now up about 26% in a year and breaking out. Rising chip prices are a clear sign that supply has tightened against AI demand.
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