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◆ TESSARA JULY 23, 2026 US chip imports from Taiwan have doubled $1.5B PER MONTH +9.1% MoM · +64.4% YoY Monthly US Census Bureau value of Taiwan chip imports (HS 8542), a direct read on US AI pull through TSMC. $0.0B $0.5B $1.0B $1.5B Prior peak $1.7B Peak Jun '25 Oct '25 Jan '26 May '26 tessara.tech Source: U.S. Census Bureau

US chip imports from Taiwan have doubled

The value of chips the US imports from Taiwan has more than doubled in a year, to about $1.7B a month. Customs filings are the hardest evidence of US AI infrastructure pulling demand through TSMC.
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