Jump to content

Examples of Manufacturing Moving to US


Recommended Posts

One reason to be bullish on the North American/US economy in the coming years is all the talk about de-globalization and onshoring. I thought it would be good to start a thread that captures actual examples. 

Chips are the poster child. 
Intel breaks ground on 2 Arizona chip plants worth $20B


Intel is planning to invest more than $20 billion in the construction of two new leading-edge chip factories in Ohio



Lego is also getting in to the act

Lego to invest over $1-billion in U.S. brick plant


The investment is in line with a decade-old strategy of placing production close to its key markets, which the company says has been beneficial as the global retail industry faces pandemic-related supply chain issues. The plant will also be carbon neutral.


“Our strategy to be close to our core markets has only been confirmed recently,” Chief Operations Officer Carsten Rasmussen told Reuters. The toy market is characterized by large seasonal fluctuations, while more than half of the company’s products in stores are new items, he said. “It’s difficult to predict what children and adults want to buy for a birthday or for Christmas. So the reaction time is very worthwhile to make sure we have the right products on the shelves,” said Rasmussen.

The factory will be powered by renewable energy produced at an onsite solar park, the company said.


Lego, an abbreviation of "leg godt" meaning "play well" in Danish


Gildan has said they expect apparel companies to source more products from North America in the coming years at the expense of Asia.

Link to comment
Share on other sites

Samsung Electronics Announces New Advanced Semiconductor Fab Site in Taylor, Texas




Samsung’s $17 billion investment in a new facility will boost production of advanced semiconductors


This latest expansion of Samsung’s U.S. presence is expected to create over 2,000 high-tech jobs directly and thousands of related jobs once the new facility is in full operation. 

Link to comment
Share on other sites

If this trend is real and plays out in scale it will be a great development for the economies of North America (US, Canada and Mexico). And this will be benefit many North American companies (equities) and workers. Steel is an obvious example.

Losers? Regions that lose production. And it will likely add an inflation impulse to North American economies.

Edited by Viking
Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Create New...