U.S. Semiconductor Producer Prices Surge 26% Year-Over-Year in September, the 4th-Largest Increase on Record

Semiconductor prices are skyrocketing in the U.S. Producer prices for semiconductor and other electronic component manufacturing surged 26% year-over-year in September, their 4th-largest increase on record.
This also marks the 6th consecutive year-over-year increase of at least 25%.
Since July 2025, the Producer Price Index for semiconductor and other electronic component manufacturing has risen 31%, to its 2nd-highest level since January 2007. By comparison, the index declined every year from 1994 to 2021.
Meanwhile, producer prices for electronic components and accessories soared 27% year-over-year last month, also marking their 6th consecutive year-over-year increase of at least 25%.
The post attributes the historic technology inflation to the AI revolution.