US semiconductor producer prices +26% YoY in September; at that pace chip prices double in about 3 years
US producer prices for chips and electronic components rose 26% YoY in September, the 6th straight month of 25%+.
This index fell every year from 1994 to 2021. At 26% a year prices double in about 3 years.
Who ends up eating that cost?
https://x.com/KobeissiLetter/status/2113999526142915022
Sources: @imnotharsh: semiconductor PPI up 31% since July 2025, manufacturers will control pricing power
Not financial advice. For informational and educational purposes only.
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