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Industry Wire
Curated industry headlines with our editorial take on why they matter to the factory floor.
U.S. factory construction is continuing to decline despite a tariff push intended to support domestic manufacturing. The headline frames the expected reshoring boom as weaker than anticipated.
The headline reports that three U.S. stocks are positioned around reshoring and supported by domestic manufacturing demand.
The headline reports that three U.S. stocks could benefit from reshoring and higher tariffs.
The headline reports that new U.S. planning projects are providing signals about what to expect in 2026.
Coherent and NVIDIA have broken ground on a US$650m facility in Texas.
The headline reports that Intel shares surged on news of an Apple chip deal, with Bernstein’s Stacy Rasgon saying investors are treating the move as a bet on Intel’s foundry business.
The headline reports that a Texas plant is set to quadruple output of chips used in advanced computing.
The Tema U.S. Manufacturing & Reshoring ETF has received a five-star Morningstar rating.
Tema U.S. Manufacturing & Reshoring ETF (WELD) received a 5-star rating from Morningstar.
The headline points to Nokia's US$30m expansion in U.S. photonic semiconductor operations.
The headline says Intel’s manufacturing expansion is drawing attention from the S&P 500, but does not specify the reason.
The headline says Trump's open favoritism toward Intel could put Samsung's No. 2 foundry position at risk.
Intel shares rose 7.6% after news of a prospective U.S. chip foundry partnership with Apple.
Trump says Apple will partner with Intel on U.S. chip production. The headline reports a potential domestic semiconductor production collaboration involving Apple and Intel.
Governor Shapiro announced a $30 million investment by Nokia to expand its semiconductor production operations in Pennsylvania and create more than 250 new jobs.
Nvidia's CEO says AI could help reindustrialize the United States, create jobs, and reshape society. The headline says a North Texas factory could be part of that shift.
Nokia plans to expand semiconductor production in Pennsylvania and create more than 250 new jobs.
Coherent has broken ground on an expanded facility in Texas tied to scaling optical infrastructure for AI.
Coherent Corp signed a letter of intent for $50 million in funding to expand its indium phosphide semiconductor manufacturing facility in Sherman, Texas.
Coherent announced a CHIPS letter of intent for $50 million to expand a manufacturing facility tied to AI infrastructure.