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US producer prices for semiconductors and electronic parts rose 27% year-over-year, near a June peak of 27.6%, as AI data centers absorb component supply, with memory prices jumping 245% over the past year. The broader September Producer Price Index increased 1.3% from August and 6.3% from a year ago, exceeding consensus estimates.
Content history (2)
- 2026-10-17 · Summary · vi · Replaced stored textGiá bán của nhà sản xuất chip tại Mỹ đã tăng 27% trong thời gian qua, do nhu cầu từ các t…Giá bán buôn bán dẫn và linh kiện điện tử tại Mỹ tăng 27% so với cùng kỳ năm ngoái, lơ lử…
- 2026-10-17 · Title · vi · Replaced stored textGiá bán của nhà sản xuất chip tại Mỹ tăng 27% do trung tâm dữ liệu AI ép nguồnGiá bán buôn chip của nhà sản xuất Mỹ tăng 27% khi trung tâm dữ liệu AI thu hẹp nguồn cung
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Key sources
- SOURCE@bulltheoryio“Memory prices are up 245% in a year, and IDC expects the average phone price to rise 27.6% to $581 this year.”x.com
- SOURCE@zerohedge“PPI Core 0.7% MoM, Exp. 0.3% PPI Core 5.0% YoY, Exp. 4.4%”x.com
- SUPPORT@lizthomasstrat“Sept PPI came in at 1.3% m/m, significantly above the est for 0.6% and the highest since March 2022”x.com
- SUPPORT@charliebilello“Producer Prices in the US rose 6.3% over the last year and 4.2% per year over the last 5 years.”x.com
- SUPPORT@hedgiemarkets“At the producer level, diesel rose 21% in a single month and grains rose 17%.”x.com
- SUPPORT@byheatherlong“Every category of business inflation was hot, even after stripping away energy costs.”x.com
- SUPPORT@ericwallerstein“Treasury curve and front-end reaction to PPI and retail sales does comport with the top in yields—even 1y1y has rolled over 20bps.”x.com
- SUPPORT@steve_hanke“TRUMP’S WAR OF CHOICE ON IRAN IS FUELING THE COMMODITY PRICE SUPER CYCLE AND SENDING THE PRODUCER PRICE INDEX SOARING.”x.com