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US Manufacturing Resurgence: Apple, Nvidia, and Other Giants Expand Investments

US Manufacturing Resurgence: Apple, Nvidia, and Other Giants Expand Investments

The US manufacturing sector is experiencing an unprecedented wave of reshoring, with numerous global giants announcing expansions of their production and R&D facilities in the United States, amounting to hundreds of billions in investments. These initiatives span critical industries including semiconductors, pharmaceuticals, aerospace, electronics, and automotive, demonstrating the impact of the Trump administration's "Made in America" policy on industrial transformation.

Taiwan’s semiconductor leader TSMC recently announced its plans to invest an additional $100 billion in US manufacturing, which will finance the construction of three new wafer fabs, two advanced packaging facilities, and a large R&D center, further enhancing its previous investment of $65 billion in Phoenix, Arizona. According to TSMC, the project is expected to create approximately 40,000 construction-related jobs over the next four years.

Moreover, Apple has committed to investing $500 billion in the US biomedical sector over the next four years. Pharmaceutical giant Eli Lilly has announced significant plans to expand domestic manufacturing capabilities, while aerospace leader GE Aerospace has pledged nearly $1 billion to strengthen its US manufacturing and supply chain.

Nvidia has also revealed plans to establish a facility in the US dedicated to producing AI supercomputers, which the CEO, Jensen Huang, stated will bolster supply chain resilience and better meet the growing demand for AI chips.

This wave of corporate investment not only reflects policy influences but also highlights the importance of geopolitical uncertainties and supply chain risk management.