US tech hardware imports hit a record $86.9 billion in September
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US tech hardware imports reached a record $86.9 billion in September, underscoring the country's deepening reliance on foreign suppliers for computing and electronics components. The surge affects the US trade balance and highlights pressure points across global supply chains as demand for hardware tied to AI and data-center buildouts accelerates. The milestone matters because it shows how much of the infrastructure powering domestic technology growth is sourced abroad, leaving the sector exposed to tariffs, shipping disruptions and geopolitical tensions. What to watch next is whether the run rate holds through the fourth quarter and whether policy responses, including tariffs or onshoring incentives, begin to shift sourcing patterns.
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US tech hardware imports