Record US chip imports
US imports of computers and semiconductors hit a record $86.9B in September.
What we know
The Kobeissi Letter reports a $12.1B monthly jump, the second-largest ever after July 2026's $14.7B. Separately, Toly RTs a chart saying October makes September look like a rounding error, though it doesn't say what the chart shows.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.