U.S. Manufacturing Investment Fuels Growing Demand for Domestic C

As U.S. manufacturing investment continues to grow, manufacturers are increasingly prioritizing domestically fabricated control panels that support quality, collaboration, and deployment readiness.

Continued investment in domestic manufacturing, infrastructure modernization, and automation is driving demand for U.S.-built, integration-ready control panels.

Control panels are often the brains of an automation project. Customers are still concerned about lead times, but they’re also looking for greater control over their projects.”

— Mark Gathings, Panel Shop Group Leader at DSI Innovations

THOMASVILLE, NC, UNITED STATES, July 10, 2026 /EINPresswire.com/ — Continued investment in U.S. manufacturing is reshaping the industrial automation landscape, driving increased demand for domestically fabricated control panels that help manufacturers reduce project risk, accelerate deployment, and improve long-term operational reliability.

According to recent U.S. Census Bureau construction spending data, manufacturing and industrial infrastructure remain significant areas of investment as companies continue building, expanding, and modernizing domestic production facilities. At the same time, manufacturers are facing tighter project schedules, workforce challenges, supply chain pressure, and increasingly complex automation requirements.

As a result, many manufacturers are reevaluating how automation infrastructure is engineered, fabricated, tested, and delivered

Domestic Fabrication Becomes a Strategic Advantage
While supply chain disruptions initially exposed the risks associated with long lead times and limited visibility, manufacturers are increasingly recognizing the broader operational advantages of domestic control panel fabrication.

Closer collaboration between engineering and fabrication teams allows design revisions to be incorporated more efficiently, improves communication throughout the project lifecycle, and provides greater schedule certainty during the build process. Domestic fabrication also allows for more comprehensive Factory Acceptance Testing, standardized documentation, network validation, controls verification, and quality inspections before systems leave the shop.

Rather than viewing control panel fabrication as simply another procurement item, manufacturers increasingly see it as a critical component of successful project execution.

Integration-Ready Panels Improve Startup Success
Today’s industrial control panels are expected to arrive as complete, deployment-ready systems — not simply assembled enclosures.

Manufacturers increasingly expect panels to include detailed documentation, standardized labeling, network validation, controls verification, and pre-shipment testing that reduce field modifications and accelerate commissioning.

By identifying issues before shipment, integration-ready panels help reduce startup delays while improving long-term maintainability and operational reliability.

This approach is becoming increasingly important across industries such as life sciences, automotive and vehicle manufacturing, water and wastewater, food and beverage, data centers, and specialty chemicals, where compressed schedules leave little room for unexpected commissioning challenges.

DSI Innovations Supports the Shift Toward Domestic Fabrication
As manufacturers continue prioritizing reliability and deployment readiness, DSI Innovations is helping customers meet those expectations through integrated engineering, UL 508A-certified panel fabrication, Factory Acceptance Testing, and systems integration.

Operating from UL 508A-certified panel fabrication facilities in Thomasville, North Carolina (40,000 sq. ft.) and Jacksonville, Florida (8,000 sq. ft.), DSI designs and fabricates custom industrial control panels for manufacturers throughout North America. Together, the facilities support both greenfield and modernization projects, with the capacity to stage large multi-panel systems for Factory Acceptance Testing (FAT) prior to shipment.

By integrating engineering, fabrication, controls programming, commissioning, and long-term lifecycle support under one organization, DSI helps manufacturers streamline project execution while reducing deployment risk.

“Control panels are often the brains of an automation project,” said Mark Gathings, Panel Shop Group Leader at DSI Innovations. “Customers are still concerned about lead times, but they’re also looking for greater control over their projects. Working with a domestic fabrication partner allows them to collaborate more closely throughout the build, make engineering decisions faster, participate in Factory Acceptance Testing, and have confidence that their panels are ready for startup.”

Looking Ahead
Industry trends suggest demand for domestic control panel fabrication will continue to grow as manufacturers invest in automation, modernize aging infrastructure, and expand domestic production capacity.

As automation systems become increasingly connected and projects grow more sophisticated, control panel fabrication is evolving beyond a commodity purchase into a strategic investment that directly influences startup success, operational reliability, and long-term maintainability.

For manufacturers evaluating automation projects, selecting a fabrication partner capable of supporting the entire project lifecycle — from engineering through commissioning — may prove just as important as selecting the control system itself.

About DSI Innovations
DSI Innovations is a full-service automation and systems integration company headquartered in Thomasville, North Carolina. The company provides UL 508A-certified control panel fabrication, PLC and SCADA programming, industrial automation, systems integration, commissioning, modernization services, and long-term lifecycle support for manufacturers across North America. DSI serves industries including life sciences, automotive and vehicle manufacturing, food and beverage, water and wastewater, specialty chemicals, data centers, and industrial manufacturing through a network of regional offices and technical specialists.

Madelyn Hough
DSI Innovations
+1 336-893-8385
madelyn.hough@dsiinnovations.com
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Micron to Pour $250 Billion in Manufacturing on US Soil As It Starts Construction of New York’s DRAM Megafab

Micron has announced that it will invest $250 billion in America as it lays down the first concrete for the New York DRAM Megafab.

Micron Aims To Make 40% of Its Total DRAM In America While Creating Over 90,000 Jobs Through A $250B Commitment

DRAM demand surge has boosted revenues of all major manufacturers, including Micron, as such, the company has laid down a $250 billion commitment through 2035, which will accelerate the AI segment fruther.

Today is a proud day for Micron and American manufacturing. 🇺🇸

We’re increasing our planned U.S. manufacturing and R&D investment commitment to more than $250B, supporting our goal of producing 40% of our DRAM in America and creating 90,000+ jobs.

We also poured the first… pic.twitter.com/5pFxRl1AtW

— Sanjay Mehrotra (@MicronCEO) July 9, 2026

The initiative is simple: $250 billion of investments through 2035 towards major manufacturing and R&D centers across America. This long-term goal will achieve 40% of Micron’s global DRAM production on US soil, while creating nearly 100,000 jobs in the country.

As part of this commitment, Micron celebrated the announcement with the first concrete pour milestone at its New York DRAM Megafab, which is located in Clay. The milestone is said to be achieved one quarter ahead of the original plan, and the construction will now go vertical. The company is also investing up to $3 billion in the development of a domestic semiconductor supply chain ecosystem.

Today, Micron Chairman, President and CEO Sanjay Mehrotra will host the concrete pour, joined by supplier partners and federal, state and local leaders, including U.S. Secretary of Commerce Howard Lutnick, New York Governor Kathy Hochul, Small Business Administration Administrator Kelly Loeffler, U.S. Chief Technology Officer Dr. Ethan Klein, Onondaga County Executive Ryan McMahon, U.S. Congressman John Mannion, U.S. Congresswoman Claudia Tenney, and Town of Clay Deputy Supervisor Joe Bick.

This commitment goes in line with US President Donald J Trump’s “Made in the USA” policy, with major firms such as Intel, NVIDIA, and AMD all focusing on producing their chips domestically. TSMC has already laid out plans to build major fabs throughout the US in a bid to bring advanced manufacturing capabilities to the US.

“President Trump has made it clear that America is where you should build your business and the world is responding rapidly. Today, Micron pours the foundation on its massive semiconductor campus in upstate New York and increases its American investment commitment to $250 billion, creating nearly 100,000 jobs and providing leading-edge memory supply here in the United States,” said Commerce Secretary Howard Lutnick. “The Trump economic model clearly shows there has never been a better time to invest in the United States.”

Talking a bit about its major fabs, the ones in Idaho are said to be making rapid progress and are expected to have first wafer output by mid 2027 for the first fab and late 2028 for the second fab.

Micron is definitely going big with its manufacturing capabilities, which was a given considering just how massive the demand for DRAM and NAND is right now. The company is already engaged with several customers in what it refers to as “Strategic Customer Agreements,” which are hard-locked deals to ensure that the committed memory supply is delivered to these high-level parties at a finalized rate within a 3-5 year timeframe.

Today’s milestone, pouring the first concrete at its New York DRAM Megafab ahead of schedule, symbolizes a new era of advanced manufacturing “Made in the USA.” With strong government support and surging demand, Micron’s ambitious expansion positions the United States at the forefront of next-generation memory technology.

About the author: A Software Engineer by training and a PC enthusiast by passion, Hassan Mujtaba serves as Wccftech’s Senior Editor for hardware section. With years of experience in the industry, he specializes in deep-dive technical analysis of next-generation CPU and GPU architectures, motherboards, and cooling solutions. His work involves not only breaking news on upcoming technologies but also extensive hands-on reviews and benchmarking.

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3 U.S. Manufacturing Stocks Built For Tariff Pressure

Trade tensions between the United States and Canada are back in focus, with fresh talk of tariffs on autos, steel and softwood lumber increasing uncertainty for companies tied to cross border supply chains. For U.S. investors, this kind of disruption can create both risk and potential opportunity as domestic manufacturers adjust pricing power, sourcing and capacity. This article looks at three U.S. Domestic Manufacturing stocks from the screener that are exposed to this tariff story in different ways, all on the positive side of the thesis, to help you think through where this news might matter most in your portfolio decisions.

Overview: Lear is a U.S. headquartered auto supplier that builds complete seating systems and complex electrical and wiring systems for major carmakers, with products that sit inside many light trucks, SUVs and passenger cars around the world.

Operations: Lear generates most of its revenue from Seating at about US$17.5b, alongside its E-Systems business at about US$6.3b, with a small offsetting amount reported in Other.

Market Cap: US$6.5b

Lear stands out in this tariff story because it already does much of its manufacturing inside the U.S., its direct import exposure from Canada and China has been described as modest, and management says most tariff costs have been recoverable from customers. At the same time, the company is tied into higher value seating and E-Systems content for EVs, is returning cash through buybacks, and analysts are using detailed forecasts and a DCF view that indicate the stock is trading below their estimate of fair value. The catch is that Lear still faces trade policy risk, customer concentration and funding risk. As a result, the potential upside depends on how comfortable investors are with those pressures on margins and cash flow.

Lear’s tariff resilience, EV content and buybacks have investors talking about a possible valuation gap, but the real question is whether the tradeoff between upside and pressure on margins is worth it, according to the DCF valuation analysis for Lear

LEA Discounted Cash Flow as at Jul 2026

Overview: BorgWarner is a Michigan based auto supplier that provides key components for combustion, hybrid and electric vehicles, including turbochargers, power electronics, battery systems and drivetrain parts used by carmakers around the world.

Operations: BorgWarner generates most of its revenue from Turbos & Thermal Technologies at about US$5.8b and Drivetrain & Morse Systems at about US$5.7b, with additional contributions from PowerDrive Systems at about US$2.4b and Battery Energy Systems at about US$0.5b.

Market Cap: US$13.2b

BorgWarner is attracting fresh attention because it sits at the crossroads of traditional auto parts and electrification. It is also seen as a potential beneficiary of tougher U.S. trade policy toward Canada, given its Detroit base and limited Canada exposure. The company has been winning business in hybrid and EV systems and earning recognition for sustainability, yet still carries meaningful exposure to combustion products, a recently consolidated but challenged battery segment and tariff related cost swings highlighted on recent earnings calls. For investors trying to balance those cross currents, the mix of strong electrification demand, non auto opportunities such as data center related products, and ongoing tariff pass through efforts raises the question of whether the risk reward trade off is becoming more interesting here.

Electrification momentum at BorgWarner is starting to decouple from its combustion exposure, but tariff swings and the battery segment story are easy to miss until you read the 3 key rewards and 2 important warning signs

NYSE:BWA P/E Ratio as at Jul 2026

Overview: Adient is a global auto supplier that designs and manufactures complete seating systems and components such as frames, foams, head restraints, armrests and trim covers for passenger cars, commercial vehicles and light trucks, selling primarily to major automakers worldwide.

Operations: Adient generates most of its revenue from the Americas at about US$7.1b, alongside EMEA at about US$4.9b and Asia at about US$3.1b, with a small offsetting amount reported in Corporate/Eliminations.

Market Cap: US$1.5b

Adient sits at the intersection of tariff reshoring themes and higher value EV seating, with a large U.S. production base, new foam capacity in Michigan and premium comfort features such as ProForce Massage Flow and StepJoy that help it win business with both domestic and Asia based OEMs. At the same time, the balance sheet carries financing risk, China related tariff exposure has required careful mitigation, and earnings quality is affected by restructuring costs and one off items, while recent results have shifted from deep losses to modest profits. For investors, the combination of a discounted stock price, evolving fundamentals and meaningful execution risks makes Adient a tariff story that may warrant closer consideration rather than a quick judgment.

Adient’s move from deep losses to modest profits suggests a potential turning point for this tariff reshoring story, but the real twist lies within the 3 key rewards and 3 important warning signs (1 is major!)

ADNT Discounted Cash Flow as at Jul 2026

The three stocks highlighted here are just a starting point, and the full U.S. Domestic Manufacturing screener on Simply Wall St surfaces 17 more companies in the U.S. Domestic Manufacturing screener with equally compelling tariff and reshoring narratives. Use the platform to identify, filter and analyze the specific catalysts, financial health factors and storylines that matter most to you so you can focus on the highest conviction U.S. manufacturing ideas in seconds.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Valuation is complex, but we’re here to simplify it.

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The Protocase Companies Mark Major U.S. Manufacturing Milestone With Launch of Laser Cutting Operations in Wilmington

Latest Investment Expands Production Capacity and Strengthens the Company’s Growing U.S. Manufacturing Footprint

WILMINGTON, NC – July 9, 2026 (NEWMEDIAWIRE) – The Protocase Companies today announced the launch of laser cutting operations at its Wilmington, North Carolina manufacturing facility, marking a major milestone in the company’s continued expansion of its U.S. manufacturing footprint. The first production parts were successfully cut on July 7, bringing one of Protocase’s foundational manufacturing capabilities to its rapidly growing U.S. operation.

Laser cutting is one of the core technologies behind Protocase’s proprietary High Velocity Mass Customization (HVMC) manufacturing model. Bringing the capability to Wilmington establishes end-to-end precision sheet metal fabrication within the company’s U.S. operation, increases production capacity and supports the fast turnaround times customers rely on for custom-manufactured parts.

The milestone comes during a period of rapid growth for the company’s North Carolina operations. Between May and July, The Protocase Companies grew its Wilmington workforce from 39 employees to 72 while continuing to expand production inside its 20,900-square-foot manufacturing facility. The investment reflects the company’s long-term commitment to growing advanced manufacturing capacity in the United States while creating highly skilled manufacturing careers in southeastern North Carolina.

“High Velocity Mass Customization isn’t just about the equipment. It’s about how experienced people, proven systems, smart facilities, and years of proven advanced manufacturing know-how work in harmony together. Bringing laser cutting to Wilmington is another step in building a stronger manufacturing operation. Every capability we add gives us more capacity to serve customers while maintaining the speed and quality they’ve come to expect from Protocase,” said Co-founder and Vice President Dr. Doug Milburn.

For engineers, researchers and product developers, manufacturing speed often determines how quickly ideas become prototypes, products and breakthroughs. Expanding core production capabilities in Wilmington enables Protocase to move more projects from design to finished parts in days instead of weeks, helping customers accelerate development without compromising precision or quality.

Protocase is already investing in the next phase of its Wilmington expansion. A dedicated CNC machining operation is planned to further broaden its U.S. manufacturing capabilities, while exploratory plans are underway for a larger Wilmington campus that would include expanded manufacturing space and corporate offices to support continued growth.

With laser cutting now online and additional investments already underway, Wilmington is becoming an increasingly important manufacturing hub for The Protocase Companies. Each new capability strengthens the company’s ability to deliver rapid, custom manufacturing to engineers, innovators and organizations across the United States and around the world.

About The Protocase Companies

The Protocase Companies are leaders in rapid custom manufacturing, advanced computing infrastructure and precision manufacturing solutions. Through Protocase, the company pioneered its High Velocity Mass Customization manufacturing model, enabling engineers, researchers and innovators to receive precision sheet metal parts, CNC machined components and custom electronic enclosures in days rather than weeks. The Protocase Companies also include 45Drives, a leader in open-source data storage and private cloud infrastructure, and ProtoSpace Manufacturing, which provides advanced precision manufacturing services. Headquartered in Sydney, Nova Scotia, with a rapidly expanding U.S. manufacturing operation in Wilmington, North Carolina, The Protocase Companies serve customers across aerospace, defense, robotics, scientific research, advanced computing, industrial technology and other innovation-driven industries worldwide.

Contact: 
Jon Lindsay Phillips
Protocase@PhillComm.Global

View the original release on www.newmediawire.com

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Dorman Stock And 2 U.S. Manufacturing Picks for a Tariff Driven Supply Chain Shift

Potential U.S. tariffs on Canadian goods and tighter rules on forced labour are putting a spotlight on where companies source and build their products. For investors, that creates both risk and opportunity, as supply chains tied to Canada could face higher costs while more U.S. domestic manufacturing becomes relatively more attractive. This article looks at how that backdrop connects to three stocks from a U.S. Domestic Manufacturing Stocks screener that appear exposed to this news. You will see how each company might be positioned, and why some investors may see reasons to pay closer attention now.

Overview: ZJK Industrial is a Shenzhen based manufacturer of precision fasteners and metal parts, supplying screws, bolts, CNC machined parts, SMT and PVD products used in sectors such as new energy vehicles, smartphones, wearables, drones and 5G equipment across China, the U.S. and other markets.

Operations: ZJK Industrial generates about US$56.1 million in revenue from metal fasteners and related products, with most sales coming from China (US$32.45 million), followed by Taiwan (US$16.48 million) and smaller contributions from Singapore, America and other regions.

Market Cap: US$124.1 million

Investors looking at U.S. focused manufacturing themes may find ZJK Industrial interesting because it combines exposure to end markets such as AI servers, industrial robotics and EVs with a relatively low P/E of 12.2x and an 18.2% net margin. Earnings growth has been very strong recently, and recent product launches in higher value fasteners for automated production lines indicate demand for more precise components. At the same time, volatility, high non cash earnings and an inexperienced board underline that this is not a low risk stock. With the company currently underperforming the broader U.S. market despite strong recent financials, the gap between its potential and its current share price story is what may catch investors’ attention.

Strong recent earnings, an 18.2% net margin and a 12.2x P/E suggest ZJK Industrial might not be priced for its full story yet. The 4 key rewards and 2 important warning signs (1 is major!) could reveal what the current share price might be missing.

NasdaqCM:ZJK P/E Ratio as at Jul 2026

Overview: Dorman Products supplies replacement and upgrade auto parts for cars, trucks and specialty vehicles, selling everything from engine and undercar components to electronics and hardware through major aftermarket retailers, distributors and dealers in the U.S. and abroad.

Operations: Dorman Products generates about US$1.71b of revenue from Light Duty parts, US$238.7m from Heavy Duty and US$205.7m from Specialty Vehicle products, with roughly US$1.99b of total sales coming from the United States and US$160.5m from other markets.

Market Cap: US$4.17b

Dorman Products sits at the intersection of an aging U.S. vehicle fleet, recurring demand for essential replacement parts and a global trade system where tariffs can reshape cost and competitive pressures. The company’s focus on aftermarket parts that drivers need to keep vehicles on the road, plus a pipeline of higher margin proprietary parts, helps support earnings quality even as net margins and ROE are modest and last year’s earnings declined 11.3%. Recent debt refinancing and share buybacks suggest management is confident about cash flow, yet reliance on external borrowing and ongoing tariff uncertainty remain important watchpoints. With potential U.S. tariffs lifting the relative appeal of domestically focused suppliers, the key consideration is how much of that potential is already reflected in Dorman’s share price story.

Dorman Products appears to be a steady operator whose earnings dip, modest margins and recent refinancing may be masking something more interesting in its story. The analysis report for Dorman Products could show what the tariff and cash flow puzzle is really pointing to next.

DORM Discounted Cash Flow as at Jul 2026

Overview: TriMas is a U.S. based manufacturer that supplies dispensing and closure packaging, as well as steel gas cylinders, to consumer, industrial, aerospace and defense customers worldwide through brands such as Rieke, Rapak and Norris Cylinder.

Operations: TriMas generates most of its revenue from Packaging at about US$547.1 million, with Specialty Products contributing around US$114.4 million.

Market Cap: US$1.50b

TriMas stands out in this U.S. Domestic Manufacturing Stocks screener because it links a largely U.S. oriented industrial footprint to packaging and gas cylinder products that are used across everyday consumer and industrial applications. This comes at a time when tariffs on imported goods and forced labour rules are pushing buyers to reassess where and how they source. The company is working on margin improvement through automation and integration of past acquisitions, is running an active buyback and dividend program, and management is already repositioning supply chains to limit tariff exposure. At the same time, a very high P/E, reliance on external borrowing and exposure to changing tariff policies and cyclical end markets mean investors need to look closely at what is driving the recent earnings jump and whether today’s valuation fully reflects the risks in the story.

TriMas’ high P/E, active buybacks and repositioned supply chains suggest that the current valuation story may be missing a key angle. The 3 key rewards and 2 important warning signs could surface the one risk reward twist that really matters next.

NasdaqGS:TRS P/E Ratio as at Jul 2026

The three stocks in this article are just a starting point, and the full U.S. Domestic Manufacturing Stocks screener surfaces 32 more U.S. focused manufacturers that may have equally compelling stories tied to tariffs, supply chains and domestic production. Use Simply Wall St to identify and analyze the specific catalysts, financial traits and risk profiles that matter to you so you can focus on the highest conviction ideas in this theme.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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Manna Aero launches US expansion and opens Tulsa manufacturing hub | Ukraine news

An Irish drone startup aims to rapidly scale in the US with a Tulsa manufacturing hub and plans to hire hundreds of workers. Anticipate regulatory milestones and local impact.

Manna Aero, an Irish startup in autonomous drone delivery, plans to broaden its presence in the U.S. market. Founder and CEO Bobby Healy told TechCrunch that the company is currently gearing up for a large-scale American expansion.

After raising $50 million in venture funding in April, Manna Aero announced the creation of a new operations and manufacturing center in Tulsa, Oklahoma. The company expects the center to provide around 1,000 jobs over the next few years. Construction of the plant has already begun, and production is planned to start in about a year.

After construction begins, the team will focus on scaling the operations side to around 200–300 people over the next 12 months. The speed of hiring at the plant will depend on growth outside Tulsa, as the company is considering six other U.S. cities. If the strategy proves successful, Manna intends to begin expanding into these cities by the end of 2027.

Plan for expansion in the U.S. market

The main goal is to position Manna Aero as one of the leading drone-delivery players in the United States, competing with Zipline, Amazon, and Wing from Google.

It’s the market size, consumer behavior, and the fact that aggregators (DoorDash, Uber Eats) have consolidated the market and run it so well. The United States has the market that everyone wants.

– Bobby Healy

Manna’s drone model envisions using automated, remotely piloted aircraft that do not land on the ground. The package descends via a cable – the same approach used by Wing and Zipline. The company has adopted a hybrid business model: a pay-per-flight delivery service along with various routes to reach its goal through partnerships with DoorDash, Deliveroo, and Uber Eats in Europe, as well as direct deals with companies and its own consumer app.

Currently, Manna’s headquarters are in Ireland, where its research, administrative, and manufacturing units are concentrated. However, the company paused drone delivery operations in Ireland last month due to a lack of regulatory norms that would enable scaling.

Instead, the startup is directing its resources and capital to the United States. The company has named former Ryanair chief marketing officer Kenny Jacobs as its executive chairman and president to spearhead the expansion.

Healy emphasized that the policies of the Trump administration and the Federal Aviation Administration have given the industry a “turbo boost” in the country, and that is reflected in investments.

According to Healy, the growth of Amazon, Wing, and Zipline over the past year demonstrates the positive impact of such regulatory support. “We may be a little behind the curve, but we will catch up quickly,” he said.

Although Manna has roots in Ireland, its activity in the U.S. market is growing: in 2023 the company began operating in the AllianceTexas Mobility Zone near Dallas, Texas, as part of Hillwood’s planned cluster development. According to Healy, Manna has expanded its presence in the Dallas–Fort Worth area and plans to continue scaling there over the next year.

The growing footprint in the United States comes amid a friendly regulatory environment and rising demand for drone delivery, creating favorable conditions for rapid growth for the startup.

In summary, Manna Aero’s expansion into the United States unlocks new opportunities for manufacturing and employment, while testing regulatory and market conditions in the U.S., where competition for drone-delivery market leadership centers around players such as Zipline, Amazon, and Wing.

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Growing shortage of high-skilled workers threatens US chip manufacturing revival

Washington – A growing nationwide shortage of high-skilled workers threatens to delay the construction of billions of dollars in new semiconductor plants across the United States and constrain future chip production unless the industry pools resources and the government keeps up funding, according to a new report.

The deficit is expected to be most acute in states such as Texas, California, Arizona, New York and Ohio, where many of the new facilities are being planned, according to new analysis including a survey of employers from McKinsey & Co, the chip industry group SEMI and the National Science Foundation.

Altogether, the skilled labour shortage is projected to reach as many as 157,000 full-time workers by 2030, the study released on July 7 found.

The dearth of talent risks stalling plans by Taiwan Semiconductor Manufacturing Co to invest as much as an estimated US$265 billion (S$342 billion) in a dozen chip-making and packaging facilities in Arizona, as well as Micron Technology’s vision to spend US$100 billion on memory chip production in New York and Samsung Electronics’ logic chip facility in Texas.

Even Intel’s delayed US$28 billion investment in Ohio is set for shortages once production ramps up, the report said.

The workforce challenges mark the latest hurdle for chipmakers seeking to expand their manufacturing footprint in the US and reverse the migration of production capacity to Asia that unfolded decades ago.

Rising prices for a wide range of goods including copper, steel and cement threaten to increase the cost of construction for new facilities billed as a centrepiece of US President Donald Trump’s economic agenda.

At the same time that the chip industry expects to see a worker shortfall, the artificial intelligence boom – and companies’ rush to invest in it – has also been blamed for layoffs in other parts of the labour market, including in the tech industry.

Challenger, Gray & Christmas, which tracks layoff plans, found almost 102,000 announced job cuts attributed to AI so far in 2026.

Unless addressed soon, the chip industry labour gap risks undermining not only the billions of dollars in planned investment by companies but also the US grants aimed at boosting domestic production under the 2022 Chips and Science Act, according to the report.

The authors recommended a range of solutions, including continued government funding, expanded curriculum on semiconductors and earlier exposure to chip industry careers.

“There’s just not enough talent to go around,” said Taylor Roundtree, a partner at McKinsey who helped with the analysis. “People are realising that the potential gap is so large that they collectively do have to solve it.”

By 2030, about 74 per cent of the semiconductor industry’s unfilled roles will be in manufacturing and 60 per cent in engineering, the study found.

While Chips Act-funded programmes have helped to increase the number of technicians available to work at new plants, those initiatives have hardly made a dent in addressing the need for manufacturing and hardware engineers.

Already, nearly three-quarters of employers are reporting significant difficulty in hiring engineers, according to the survey, which canvassed semiconductor companies.

The root of the problem is that few US engineering students – only about 3 per cent – go on to work in the chip industry, with most opting for more lucrative software-related fields like AI.

The Chips Act provided the National Science Foundation with US$200 million through 2027 for workforce development through programmes that educate students and train new workers via an organisation called the National Network for Microelectronics Education.

The authors recommended keeping up the funding, though the report did not elaborate on extending those initiatives.

Ongoing efforts to increase interest in the industry have included programmes giving elementary school students in Arizona the chance to touch semiconductor equipment and try on a white bunny suit – the full-body coverall fab workers must wear to ensure no microscopic particles ruin the sensitive semiconductor manufacturing process.

“This is an industry that hasn’t been doing a significant build-out in the United States in decades,” Roundtree said. “High school guidance counsellors, college professors – this just isn’t a natural career for a lot of them to advise folks to look into.” BLOOMBERG

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Data centers’ energy demand threatens Trump’s “Made in America” plan

PJM has also forecast that electricity demand in its territory will surpass available supply by 6.6 gigawatts starting in 2027, which the Wall Street Journal describes as equivalent to more than six nuclear power plants.

No easy fixes

Some US manufacturers have raised the prices paid by customers to partially offset their own rising electricity bills, or are even considering relocation of their businesses, Reuters reported. The Wall Street Journal highlighted warnings from steel industry executives that production outages could become more likely if local power grids are overwhelmed by demand. Such results would likely undercut the competitiveness and viability of US manufacturing, which the Trump administration claims to have prioritized despite the loss of 83,000 manufacturing jobs in Trump’s first year back in office.

The White House has touted getting Big Tech companies to pay for new power generation and transmission infrastructure by signing a Ratepayer Protection Pledge, which happens to lack any meaningful enforcement mechanism. The Trump administration also joined state governors in pushing PJM to hold a one-time backstop auction for purchasing new power supply capacity.

But the United States still faces huge challenges in building enough new power generation and transmission lines to support the energy needs of AI data center demand and US manufacturers, not to mention other businesses and residential customers. The Trump administration’s efforts to stop renewable energy projects involving wind and solar power have also not helped.

In 2025 alone, the United States saw the cancellation of power projects totaling 266 gigawatts of generation capacity—equivalent to 25 percent of America’s current electricity generation capacity and more than the total electricity generation of Texas, according to Michael Thomas, CEO of the Cleanview data platform that tracks renewable energy and data center projects. Clean energy projects accounted for 93 percent of those project cancellations.

The Trump administration’s cancellations of various wind power projects certainly represented one contributing factor. But other significant patterns included local opposition to renewable energy projects in states such as Ohio and Indiana that were also courting new data center development, along with a lack of new transmission lines leading to high interconnection costs for new clean energy projects, Thomas said. If US states and the federal government are hoping to support local manufacturing, they may need to start making different choices in addressing the rising energy costs of the data center boom.

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Manufacturers eyeing U.S. move as trade tensions take a toll: KPMG

BNN Bloomberg is Canada’s definitive source for business news dedicated exclusively to helping Canadians invest and build their businesses.

A new survey shows trade tensions have some Canadian manufacturers deciding to move production south of the border or delay capital investments.

KPMG Canada said on Tuesday that 42 per cent of Canadian manufacturing companies indicated they have or are considering moving production to the United States. Of those considering relocating, 77 per cent expect to make the transition within the next two years.

Anamika Gadia, partner and national leader of industrial markets at KPMG Canada, said domestic manufacturers have shown resilience over the last year, “but resilience certainly has its limits.”

“Our survey clearly shows that while companies have been making short-term decisions to adapt to tariffs and trade uncertainty, they’re now moving toward making longer-term investment decisions,” she said in an interview.

“In other words, they’re not waiting to see what might happen with the trade situation, including the CUSMA discussions and they’re moving to make longer-term investment decisions, including investment decisions that see them shifting their production to the U.S.”

Results for the survey were taken from business owners, executives and decision-makers at 275 Canadian manufacturing companies between May 11 and May 29, using Angus Reid’s business research panel.

Last week, United States Trade Representative Jamieson Greer said the U.S. is not renewing the Canada-U.S.-Mexico Agreement “in its current form” — but the trade agreement will remain in place as negotiations continue.

The decision triggers a rolling annual review for up to a decade, at which point it will expire if an extension isn’t agreed upon. CUSMA remains in place unless one of the partner countries gives six months’ notice that it is pulling out.

The trade agreement has shielded Canada from many of U.S. President Donald Trump’s tariffs, but the country is being affected by separate sectoral tariffs on industries like steel, aluminum, automobiles and cabinetry.

Gadia said the issues go beyond the trade situation though, with Canada needing to create a competitive environment for manufacturers to grow.

“This survey clearly shows that manufacturers need to feel more comfortable and see some action from the government in order to continue to produce and invest and grow in Canada,” she said.

“Some of the key factors that companies have cited are more certainty around interprovincial trade barriers, they need more tariff certainty, they want to see lower corporate taxes, they want better access to capital and cheaper energy.”

The survey also found 57 per cent of manufacturing firms have paused, reduced or cancelled capital investment projects. Thirty-six per cent said they have scaled back investments, 12 per cent have paused their plans and nine per cent have cancelled planned spending.

Gadia said delays in capital investments may be a signal that those investment dollars are going to be redeployed into the U.S.

The survey showed 80 per cent of manufacturers were planning to maintain their Canadian headquarters, but 11 per cent were planning to move their head office to the U.S. within the next five years.

A loss of that size could meaningfully impact Canada’s gross domestic product, KPMG Canada said.

According to figures from the federal government, the manufacturing sector represents about 10 per cent of Canada’s overall GDP.

This report by The Canadian Press was first published July 7, 2026.

Daniel Johnson, The Canadian Press

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Trump says tariffs pushed Korean, Japanese and German automakers to build U.S. plants

The U.S. president said tariffs pushed Korean, Japanese and German automakers to expand American production as he renewed his manufacturing agenda.

U.S. President Donald Trump speaks at a lunch in the White House Rose Garden on July 6.
AP/YONHAP

U.S. President Donald Trump reiterated Monday that his tariff policy has driven Korean, Japanese and German automakers to build their factories in the United States, as his administration has been using duties to restore American manufacturing.

Trump made the remarks during a White House event celebrating the launch of “Trump Accounts,” new investment accounts for children.

“We’ve never built as many automobile plants. They are all over, and they are coming from all over the world. You know why? Because they don’t want to pay tariffs. If they build their cars here, they pay no tariffs,” he said.

“So Japan, instead of making them in Japan […] or South Korea […] instead of making them in Germany […] They are all building plants here now.”

Since his return to the White House last year, Trump has been leveraging tariffs as a key policy tool to revitalize the United States’ manufacturing, increase foreign investment and reduce trade deficits.

Amid Trump’s tariff pressure, Korean conglomerate Hyundai Motor Group announced last year that it would invest $26 billion in the United States through 2028.

On Iran, Trump said that the United States will either make a deal with the Islamic Republic or “finish the job,” stressing that the United States “will win one way or the other.”

“It won’t be tough to finish the job. I would rather make a deal because I don’t want to affect 91 million people,” he said. “We can knock down their bridges in one hour. We can knock out their energy supply.”

Commenting on the Russia-Ukraine war, Trump said that both Moscow and Kyiv want to end the war. He also voiced optimism, saying, “I think we are getting much closer [to ending the war] than people realize.”

“I think [Putin] does feel pressure. He wants to end it and Ukraine wants to end it, and we are in talks, and we will see if we can get it ended.”

Trump plans to have bilateral talks with Ukrainian President Volodymyr Zelenskyy on the margins of the North Atlantic Treaty Organization summit set to take place in Ankara, Turkey, on Tuesday and Wednesday.

Yonhap

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