Could Gulf States Pivot to Silicon Manufacturing for AI?


Infrastructure requirements

Pax Silica centres on resolving three essential vulnerabilities in the technology manufacturing supply chain.

The initiative addresses critical minerals processing, with China controlling approximately 90% of global rare earth processing capacity.

The pact seeks to establish an alternative, Western-aligned supply chain for materials required for advanced chip manufacturing facilities.

This agreement focuses on manufacturing infrastructure and power supply requirements.

AI data centres and semiconductor fabrication plants require substantial energy resources, with consumption projected to triple by 2030.

Both the UAE and Qatar possess significant electricity generation capacity, which could support the large-scale manufacturing facilities and “compute farms” needed to develop next-generation AI models and process the chips that power them.

The agreement involves considerable capital deployment into manufacturing projects.

The Qatar Investment Authority oversees assets worth approximately US$524bn, while UAE sovereign funds manage more than US$1tn.

These financial vehicles are already being channelled into ventures such as “Stargate,” the US$500bn data centre project involving OpenAI and SoftBank, alongside a US$100bn collaboration between Abu Dhabi’s MGX, BlackRock and Microsoft focused on AI infrastructure manufacturing.

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Why US-Based Manufacturing Is Becoming a Strategic Imperative for Biopharma


According to Franco Stevanato, CEO of Stevanato Group, tariff policies are beginning to influence how pharmaceutical companies think about manufacturing location and supply chain resilience, but the shift toward localization will take time. While tariffs have created temporary cost pressures for the company, including surcharges passed on to customers, those impacts have largely been accepted by clients and are not yet driving immediate supply chain reconfiguration.

Stevanato operates 13 sites across nine countries and generally supplies products regionally, though certain items continue to be manufactured in Europe. Capacity expansion in the US—particularly at the company’s facility in Fishers, IN—is underway, but meaningful ramp-up will take several more years. In the short term, the company cannot quickly redirect production or fully restructure its global supply network.

Despite these near-term headwinds, Stevanato sees tariffs as a catalyst for longer-term opportunity. The company already has significant campus infrastructure in place, positioning it to benefit as customers reassess their footprint strategies. Over a three- to four-year horizon, leadership expects more pharmaceutical manufacturers to increase investment in US-based production as they seek to mitigate trade risks, improve regional supply continuity, and align manufacturing closer to end markets.

However, the pace of change is constrained by the realities of pharmaceutical operations. Site development, validation, regulatory approvals, and capacity scaling require long lead times, making rapid shifts impractical. Decisions around localization must also align with pharma companies’ internal investment cycles and long-term network planning.

Overall, tariffs are not triggering immediate supply chain realignment, but they are accelerating strategic discussions around regionalization and domestic capacity. For packaging companies like Stevanato, this evolving landscape presents a medium-term growth opportunity as customers gradually move toward more localized and resilient manufacturing models—particularly in North America—while managing short-term operational and cost pressures.

Stevanato also discussed the strategic advantages to expanding production within the US and much more.

A transcript of his conversation with PC can be found below.

PC: Beyond tariff mitigation, what strategic advantages does expanding production within the US offer for biopharma clients?

Stevanato: Beside the tariff, the pharma companies want to always have a strategic partner, because we say that we sell critical containment solution, because our product is entering contact with the drugs. So this is going to require to have validation filings with the FDA. The stability of the drugs is a very complex, expensive process—because we are filing with the FDA, the pharma customer automatically wants to secure the supply chain. They want always at least two sites.

Now, they want two sides for certain critical molecules, particularly for certain blockbusters that are also in two different regions. This is why, already in 2021, we decided to build these Greenfield plants. Now, the fact that we have this big campus in the United States with the possibility to accelerate will make Stevanato even more attractive compared to certain competitors, to sign future additional potential contracts.

This is what we see, starting from many clients. They are changing their supply chain. They are reshoring a little bit—for some biosimilars, they usually they use a supplier in the Far East. They’re starting to build the supply chain in United States. These are all positive signals that will help enhance Stevanato eventually further boost our business plan in the medium term.

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Tesla launches US-made solar panel, a rare sign of life for its solar business


Tesla has updated its online configurator with a new solar panel heavily emphasizing its US manufacturing at Gigafactory New York. It’s a surprising new product launch for a business that Tesla has seemingly been dismantling for the last two years.

For years now, we have been reporting on the slow decline of Tesla’s solar business.

After acquiring SolarCity in 2016, Tesla’s solar deployment has never reached the highs of its predecessor. The situation became dire over the last few years as Tesla stopped scheduling projects in many markets and eventually stopped reporting its solar deployment numbers entirely in 2024.

Instead, the company shifted its strategy to become a supplier, launching an “Installer Day” and pushing its hardware through third-party certified installers rather than its own internal teams.

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But late last year, we saw a flicker of life when Tesla announced it would restart solar panel production in Buffalo. Now, we have the full specs of that product, and it looks like Tesla is finally doing what it promised nearly a decade ago: building its own unique solar module.

The new module, listed as TSP-420, appeared on Tesla’s website today.

Made in Buffalo, Finally

The most prominent feature of the datasheet is the statement: “Proudly made on Earth by humans and assembled in Buffalo, New York, in the United States of America.”

“Assembled in Buffalo” does point to someone outside the US producing the solar cells and Tesla assembling the panels at Gigafactory New York in Buffalo.

But this is still significant. Gigafactory New York (originally built for SolarCity and paid for by the state of New York) was supposed to be the largest solar factory in the Western Hemisphere. However, after the acquisition, Panasonic took over manufacturing there before exiting the facility in 2020. Since then, the factory has been mostly used for Supercharger components and Autopilot data labeling.

For the last few years, Tesla has been white-labeling panels from other manufacturers like Q Cells. This new datasheet confirms they are bringing manufacturing back in-house with a proprietary design.

Giga New York is back to being a solar factory to some degree.

The Specs: 18 Power Zones?

The specs show a 415W and 420W module, which is standard for the current market, we previously reported on Tesla adopting 420W panels back in 2021.

However, the technology inside seems different. Tesla claims the new panel features “18 Power Zones” compared to 6 in a standard panel.

Standard half-cut solar cells usually split a panel into two independent sections (top and bottom) to handle shading better. If Tesla is claiming 18 zones, they are likely using a shingled cell design or a custom string layout that allows the panel to maintain output even when significant portions are shaded.

The datasheet also confirms the integration of the Zep-derived rail-less mounting hardware, which Tesla claims allows the panel to sit closer to the roof for a “minimalist aesthetic” – a tech acquired through the Solar City bailout a decade ago.

Electrek’s Take

On one hand, I am happy to see Tesla finally utilizing Gigafactory New York for its original purpose. The “Power Zones” tech sounds genuinely useful for shading issues, and if they can control the manufacturing cost, it could be a competitive product.

There are some smaller panels out there that have 420 watts of capacity, but if it can handle shading better, it could be more efficient.

On the other hand, what does this mean for Tesla’s solar business?

Tesla has spent the last two years firing its solar scheduling teams and canceling customer orders en masse. They explicitly pivoted to third-party installers. Is this panel only for Tesla’s internal crews (which are now skeletal)? Or will they sell this premium, US-made panel to third-party installers?

I think it’s going to be the latter.

If they sell it to third parties, it competes directly with the commodity panels those installers love to use. If they keep it for themselves, they need to rebuild an installation workforce they just spent years dismantling.

It feels like Tesla’s solar strategy is still a bit of a yo-yo. But at least for now, the solar business has a pulse.

If you want to make sure you’re finding a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage. EnergySage is a free service that makes it easy for you to go solar – whether you’re a homeowner or renter. They have hundreds of pre-vetted solar installers competing for your business, including those who install Tesla Solar and Powerwalls, ensuring you get high-quality solutions and save 20 to 30% compared to going it alone. Plus, it’s free to use and you won’t get sales calls until you select an installer and you share your phone number with them.

Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started hereThe company is currently working double time to help people secure solar installations before the end of the tax credit.


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AbbVie to Acquire Arizona Manufacturing Facility, Further Strengthening Manufacturing Capabilities in the United States


  • Milestone marks progress against AbbVie‘s previously announced commitment to invest more than $10 billion of capital in the U.S. over the next decade to broadly support innovation and expand critical manufacturing capabilities and capacity
  • Supports production of AbbVie‘s current and next-generation immunology and neuroscience medicines
  • Transaction anticipated to close in mid-2026

AbbVie (NYSE: ABBV) and West Pharmaceutical Services (NYSE: WST) announced today a definitive agreement for AbbVie to acquire a device manufacturing facility in Tempe, Arizona and associated intellectual property from West. The acquisition of the manufacturing site will significantly expand AbbVie‘s drug delivery device manufacturing capabilities and capacity.

AbbVie plans to hire approximately 200 employees at the site and invest more than $175 million to acquire, as well as modernize and fully integrate it into its global manufacturing network. The combination of this acquisition and associated planned investments are part of AbbVie‘s commitment to expanding its pharmaceutical manufacturing in the United States (U.S.), supporting innovation and improving patient access and outcomes.

“Over the next decade, AbbVie is investing more than $10 billion in capital to broadly support innovation and expand our manufacturing capabilities and capacity in the U.S.,” said Robert A. Michael, chairman and chief executive officer, AbbVie. “With this investment, AbbVie is strengthening our manufacturing capabilities, ensuring we are well-positioned to develop and deliver next-generation medicines that make a remarkable impact on patients’ lives.”

The transaction includes the transfer of manufacturing facilities, including multiple production lines, and 3.5 mL on-body injector technology to support production of current and next-generation AbbVie immunology and neuroscience medicines.

With a presence in all 50 states and Puerto Rico, AbbVie employs approximately 29,000 people in the U.S., including more than 6,000 at its 11 U.S. manufacturing sites. When completed, this acquisition will significantly expand AbbVie‘s presence and economic impact in Arizona.

The transaction is anticipated to close in mid-2026, subject to closing conditions.

About AbbVie 

AbbVie‘s mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people’s lives across several key therapeutic areas including immunology, oncology, neuroscience and eye care – and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at www.abbvie.com. Follow @AbbVie on LinkedIn, FacebookInstagramX (formerly Twitter) and YouTube. 

Forward-Looking Statements  

Some statements in this news release are, or may be considered, forward-looking statements for purposes of the Private Securities Litigation Reform Act of 1995. The words “believe,” “expect,” “anticipate,” “project” and similar expressions and uses of future or conditional verbs, generally identify forward-looking statements. AbbVie cautions that these forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those expressed or implied in the forward-looking statements. Such risks and uncertainties include, but are not limited to, challenges to intellectual property, competition from other products, difficulties inherent in the research and development process, adverse litigation or government action, changes to laws and regulations applicable to our industry, the impact of global macroeconomic factors, such as economic downturns or uncertainty, international conflict, trade disputes and tariffs, and other uncertainties and risks associated with global business operations. Additional information about the economic, competitive, governmental, technological and other factors that may affect AbbVie‘s operations is set forth in Item 1A, “Risk Factors,” of AbbVie‘s 2024 Annual Report on Form 10-K, which has been filed with the Securities and Exchange Commission, as updated by its Quarterly Reports on Form 10-Q and in other documents that AbbVie subsequently files with the Securities and Exchange Commission that update, supplement or supersede such information. AbbVie undertakes no obligation, and specifically declines, to release publicly any revisions to forward-looking statements as a result of subsequent events or developments, except as required by law. 

 

Cision View original content:https://www.prnewswire.com/news-releases/abbvie-to-acquire-arizona-manufacturing-facility-further-strengthening-manufacturing-capabilities-in-the-united-states-302658118.html

SOURCE AbbVie



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Joby expands Ohio manufacturing footprint with new facility


Joby Aviation has expanded its US manufacturing footprint with the acquisition of a 700,000-square-foot production facility in the Dayton, Ohio, area, marking another step in the company’s plan to increase aircraft output later this decade. 

The newly acquired site will support Joby’s near-term goal of doubling production to four aircraft per month by 2027, while also providing room for longer-term growth. Operations at the facility are expected to begin later this year. The site complements Joby’s existing manufacturing operations in California and another plant in Ohio. 

According to Joby, the Ohio expansion is intended to help transition the company from low-rate initial production toward higher-volume manufacturing as it moves closer to commercial service. The company has been investing in tooling, capital equipment and its workforce to support increased output, including preparations for round-the-clock manufacturing at its Marina, California facility. 

The Dayton area has played an increasingly central role in Joby’s manufacturing plans. In recent years, the company has expanded its Ohio operations to include propeller blade production and other key components, tapping into the region’s deep aerospace and advanced manufacturing talent base. The new facility significantly increases Joby’s available floor space for assembly, integration and future production lines. 

Joby founder and CEO JoeBen Bevirt said that the acquisition supports both near-term production goals and longer-range growth ambitions as the company moves from development into scaled manufacturing. He also highlighted Ohio’s historical role in aviation and the policy environment supporting advanced air mobility programs. 

The expansion comes as Joby continues to work through certification milestones for its electric vertical takeoff and landing aircraft and prepares for initial commercial operations. The company has positioned manufacturing scale as a key differentiator as it competes with other eVTOL developers seeking to bring aircraft to market. 

Joby’s announcement follows recent policy moves aimed at accelerating advanced air mobility deployment in the United States. The US Department of Transportation has outlined a national strategy for integrating eVTOL aircraft, while the Federal Aviation Administration is preparing to launch its eVTOL Integration Pilot Program later in 2026. The initiative is designed to validate early operational use cases ahead of full type certification. 

Joby has not disclosed the purchase price of the Ohio facility. The company claims that the site is ready for immediate use and will allow it to scale production capacity in line with anticipated demand from both commercial and government customers. 

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Novartis charts next US investment with new radiopharma plant


As Novartis turns the calendar on a new year, the Swiss drugmaker is elaborating further on plans for the $23 billion U.S. investment it unveiled last April.

Next on the docket will be a new, 35,000-square-foot radioligand therapy (RLT) facility in Winter Park, Florida, Novartis reported Friday. 

Joining established plants in Novartis’ American RLT network in Indiana, New Jersey and California, the new facility will boost the company’s radiopharmaceutical manufacturing to “optimize the delivery” of the cutting-edge cancer treatments to patients across the southeastern United States, Novartis said in a Jan. 9 press release. The upcoming site is expected to come online by 2029, the company added. 

While radiopharmaceuticals, which target cancer cells with a radioactive drug, have become an increasingly popular oncology development target, few have crossed the regulatory finish line so far. Novartis, however, boasts two approved RLTs in Lutathera and Pluvicto, which have been cleared by the FDA to treat neuroendocrine tumors and prostate cancer, respectively.

“Building this new facility in Florida marks an important step in fulfilling the promise of RLT for patients,” Novartis CEO Vas Narasimhan said in a statement Friday. “Radioligand therapy has fundamentally changed how we approach certain cancers, and our growing U.S. manufacturing network ensures we can continue to deliver these critical medicines with speed and reliability to patients who need them.”

As for why the company selected Florida for its new site, RLT manufacturing requires “specialized talent,” and the state has that in droves thanks to steady investments in higher education for life sciences and technology, Novartis explained in its release. 

The Florida RLT facility marks the latest stop on Novartis’ $23 billion U.S. investment drive. The company revealed the investment plan early last year as drugmakers sought to counter the Trump administration’s pharmaceutical tariff threats by building or expanding production facilities on U.S. soil.

Novartis specifically pledged to build and expand 10 U.S. sites through 2030, including four new manufacturing plants and fresh radioligand facilities in Florida and Texas. Novartis’ plans for its fifth U.S. RLT plant have yet to be revealed. At the same time, the company also said it would chart expansions at the RLT facilities in Indiana, New Jersey and California.

The Carlsbad, California, site officially came online last November, at the time marking the company’s third production hub for radiopharmaceuticals in the U.S. The 10,000-square-foot facility has been designed to enable Novartis to “seamlessly meet future demand for RLT,” the company said at the time of the ribbon cutting.

RLTs, also known as radiopharmaceuticals, are a form of precision medicine that wed a tumor-targeting molecule—known as a ligand—with a therapeutic radioisotope. The class is designed to deliver radiation to tumors while limiting damage to surrounding cells, Novartis has explained.

However, the radioactive isotopes used to create the drugs have posed production and supply challenges for the industry.

Given the close relationship between the production of the product and the end-therapy itself, many radiopharmaceutical developers have embraced manufacturing early on in their work.

Recognizing the supply hurdles, Novartis in Sept. 2024 announced that it was building a new plant on its Indiana RLT campus to produce radioactive isotopes. The reveal came in tandem with news that Novartis would establish its RLT manufacturing site in California.

“We are investing in our supply chain capabilities today to ensure that we are prepared to consistently deliver these complex treatments to the growing number of eligible patients in the long term,” Victor Bultó, Novartis’ U.S. president, said in a statement at the time.

In addition to its U.S. sites, Novartis also operates RLT facilities in Ivrea, Italy, and Zaragoza, Spain.

Elsewhere, Novartis revealed another major piece of its $23 billion outlay in November when it sketched out plans for a “flagship” production hub in North Carolina, where it intends to create some 700 new jobs.

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US factory headcount falling despite Trump’s promised manufacturing boom


  • US manufacturing jobs continue to decline
  • Unemployment rate falls slightly, but job creation estimates revised lower
  • Black unemployment rate rises, manufacturing sector loses 70,000 jobs since April

WASHINGTON, Jan 9 (Reuters) – U.S. manufacturing jobs in December continued an eight-month skid that began last spring after President Donald Trump rolled out aggressive import taxes that he pledged would lead to a resurgence of blue-collar jobs by reshuffling world trade to favor U.S. workers.

The reshuffling has certainly occurred, with the U.S. collecting around $30 billion a month in tariff revenue, spread among U.S. consumers, importers, and overseas exporting firms, and as firms first frontloaded goods abroad to stock their shelves with tariff-skirting inventory, then slowed their purchases and brought down U.S. import levels.

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But the blue-collar jobs boom hasn’t materialized, adding to the soured sentiment about Trump’s economic policies among households concerned about still-rising prices and uncertainty about the labor market.Data released on Friday showed the unemployment rate fell slightly to 4.4% in December from 4.5% in November, though estimates of job creation in prior months were revised lower, presenting U.S. Federal Reserve officials with a mixed message of a jobless rate that remains low by historic standards, but hiring trends that seem weak and job growth that seems narrow.

The latest data “is very much in line with the businesses I am talking to, which is that the low-hire environment continues. Some of it is uncertainty. A lot of it is productivity,” Richmond Fed President Tom Barkin said in comments to journalists. “It is hard to find businesses outside of the AI ecosystem or healthcare that are talking about hiring.”

Just ask J.B. Brown, CEO of BCI Solutions Inc., a small metal foundry in Bremen, Indiana, that sells to a range of agriculture and heavy equipment makers.

“Every time I hear that manufacturing is booming, I scream at the TV,” Brown told Reuters. His workforce is down to 130 from 240 people over the past 27 months. That’s the fewest the family-owned business has had since at least 1993, when he joined the company.

Brown said he eliminated a shift in September 2023 and has let attrition steadily reduce numbers since then. He said he could cut another 5% of his workers, if necessary, but he’s trying to avoid that to keep ready for the eventual upturn in orders. His capacity now stands at 52%, another low point. “I’ve never been below 70 to 65%,” he said. “This is our first time experiencing that.”

MANUFACTURING EMPLOYMENT LOWER THAN IN TRUMP’S FIRST TERM

The pace of job creation in the first year of Trump’s second term has fallen more than two-thirds from what it was in the final year under President Joe Biden, to an estimated 49,000 per month in 2025 versus 168,000 per month the prior year.

The unemployment rate has increased only modestly because the number of people looking for jobs has remained flat under Trump, with tougher immigration and deportation rules and enforcement curbing what had been steady labor force growth under Biden’s looser immigration policies.

“The healthcare sector is the only sector that is adding jobs right now, and it always does. It’s completely insensitive to the economic cycle,” Luke Tilley, chief economist at Wilmington Trust, said at a Maryland Bankers Association event on Friday.

Some parts of the economy have felt the pressure more than others. The Black unemployment rate has risen from 6.2% as of January, when Trump resumed office, to 7.5% the past two months. The white unemployment rate by contrast has been between 3.5% and 3.8% since April of 2024, and was below that for more than two years prior.

Shows hiring breadth in factory employmentShows hiring breadth in factory employment

Hiring in manufacturing, meanwhile, has been in the doldrums. The sector lost another 8,000 jobs in December, the Bureau of Labor Statistics estimated, and factory employment has dropped more than 70,000 since April to 12.69 million as of last month – the lowest reading since March of 2022. Construction jobs by contrast, while dropping in December, have continued the slow but steady growth seen throughout the post-pandemic era, goaded along recently by a boom in data-center investment.

The much smaller mining and logging industry has also been losing jobs, down to 608,000 as of December versus 626,000 in April.

That was the month Trump rolled out the “Liberation Day” tariffs that, while quickly scaled back after a brutal market reaction, set the stage for an upheaval in world trade and investment patterns that is still unresolved.

The U.S. Supreme Court is expected to rule soon on a case that challenged the legality of many of the tariffs imposed under national security laws but touted by Trump as a source of revenue and meant to reclaim U.S. manufacturing supremacy.

The path of employment since the new strategy was put in place, however, shows if anything how difficult it is to reshape labor market dynamics in a $30 trillion economy whose population is aging and in need of aging-related services, where growth is dependent on consumer spending that tends to be concentrated on services like education, healthcare, leisure, and restaurants, and whose workers command a wage premium that causes firms and managers to invest in productivity so they can make goods with fewer man-hours.

Manufacturing employment in the U.S. is now lower than it was for much of Trump’s initial term, which ran from 2017 until his loss to Biden in the 2020 election.

Shows US manufacturing employmentShows US manufacturing employment

Overall, hiring has been narrowly focused, with a measure of hiring breadth showing more industries shedding employment than adding.

The economy is generating jobs based on what people want to buy and what firms can profitably sell, and so hiring patterns haven’t shifted all that much.

“Nothing in the…data points towards significant, near-term change to this now familiar pattern,” Laura Ullrich, director of economic research in North America at the Indeed Hiring Lab, wrote after the release of the December employment data. “That said, a low-hire/low-fire environment can’t last forever in a growing economy. While a long-stagnant labor market might not be as directly alarming as an obviously broken one, it can still feel quite broken for many job seekers.”

Reporting by Howard Schneider; Addtional reporting by Tim Aeppel; Editing by Andrea Ricci

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Purchase Licensing RightsHoward Schneider

Covers the U.S. Federal Reserve, monetary policy and the economy, a graduate of the University of Maryland and Johns Hopkins University with previous experience as a foreign correspondent, economics reporter and on the local staff of the Washington Post.

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US Factory Jobs Keep Falling Despite Trump’s Manufacturing Revival Push



Manufacturing sector

US manufacturing employment has continued to decline despite former President Donald Trump’s repeated claims of an industrial revival driven by tariffs and reshoring policies | Image:
Pexels

US manufacturing employment fell again in December, extending a steady decline that has now lasted most of 2025, underscoring the gap between political promises of an industrial resurgence and labour market realities.

According to government data, factory payrolls have dropped by more than 70,000 jobs since April, pushing total manufacturing employment to around 12.7 million, the lowest level in over three years. The sector has now recorded job losses in eight of the past nine months.

Tariffs Fail to Deliver Hiring Boost

President Donald Trump has repeatedly argued that tariffs and protectionist trade policies would revive domestic manufacturing and bring factory jobs back to the US. Tariff collections have surged, generating tens of billions of dollars in revenue annually, but manufacturers say higher input costs and supply-chain uncertainty have offset any benefit from reduced import competition.

Many firms have opted to invest in automation or overseas capacity rather than expand domestic headcount, limiting the employment impact of reshoring initiatives.

Also read: ₹1.7 Lakh Crore Raised Through IPOs in FY26: SEBI

Broader Jobs Growth Masks Factory Weakness

While overall US employment growth has remained positive, driven largely by healthcare and services, manufacturing has emerged as a weak link. Economists note that factory hiring tends to slow earlier in economic cycles as companies respond quickly to changes in demand and costs.

The unemployment rate edged lower in December, but analysts say this largely reflects slowing labour force participation rather than strong job creation in goods-producing sectors.

Structural Challenges Weigh on Outlook

Industry executives cite multiple headwinds facing US manufacturing, including higher borrowing costs, rising wages, energy price volatility, and slowing global demand. Even companies expanding production capacity are increasingly relying on technology rather than labour-intensive processes.

As a result, economists warn that a sustained rebound in factory employment is unlikely without broader investment incentives, stable trade policy, and stronger demand growth.

Despite aggressive rhetoric and rising tariff revenues, the long-promised revival in US factory jobs has yet to materialise. For now, manufacturing remains a drag on the labour market, highlighting the limits of trade policy as a tool for job creation.

-With inputs from Reuters

Also read: SC Rulings Loom as Trump’s Tariff Authority Faces Fresh Legal Scrutiny

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US manufacturing sector loses jobs despite Trump’s promises of a manufacturing boom


According to December results, the US manufacturing sector showed an eight-month decline in the number of jobs. This happened against the backdrop of President Donald Trump’s introduction of strict import tariffs, which were intended to revive American industry, but instead led to a reduction in hiring and an increase in business costs. This is reported by Reuters, writes UNN.

Details

According to data from the US Department of Labor published on Friday, the manufacturing industry lost another 8,000 jobs in December 2025. In total, the sector shed 75,000 employees last year. Trump noted that tariff revenues – about $30 billion monthly – indicate the success of the policy, but businesses are reacting differently: companies initially massively purchased goods abroad before the tariffs were introduced, and then sharply slowed down purchases and investments.

Currency exchange rate: dollar set a historical maximum, euro crossed the 50 UAH mark09.01.26, 08:00 • 3168 views

Richmond Fed President Tom Barkin confirmed to reporters that the labor market situation remains difficult.

It’s hard to find companies outside the AI or healthcare ecosystem that are talking about hiring

– he noted, explaining this by high uncertainty and increasing productivity, which replaces human labor.

Manufacturing on the verge of survival

Real business indicators demonstrate the depth of the crisis. For example, at the BCI Solutions Inc. steel plant in Indiana, the staff was reduced from 240 to 130 people – the lowest level since 1993. The company’s CEO, J.B. Brown, stated that capacity utilization fell to a record low of 52%.

Although the unemployment rate in December slightly decreased to 4.4% (from 4.5% in November), this is explained more by people leaving the workforce and strict immigration policies than by the creation of new jobs. The pace of employment growth in 2025 fell to 49,000 vacancies per month, which is three times less than the previous year’s figures (168,000 per month during Biden’s time). Economists state that the only cycle-resistant sector remains healthcare. 

Ukraine granted lithium mining rights to Trump’s friend – NYT09.01.26, 16:44 • 23020 views

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EB-2 NIW and Semiconductor Manufacturing Priority


For professionals pursuing the EB-2 National Interest Waiver (NIW), semiconductor manufacturing now sits squarely within one of the clearest national priority areas recognized by the U.S. government.

For decades, advanced technology was discussed primarily in economic terms. Innovation drove growth. Growth created jobs. That framework worked when technology remained largely commercial. 

Semiconductors no longer fit that model. 

Today, semiconductor chips underpin systems central to U.S. national security and economic stability, including artificial intelligence (AI), defense technologies, cybersecurity, telecommunications, healthcare, and transportation. When a single technology supports so many critical functions, it becomes a strategic asset rather than an industry trend. For EB-2 NIW petitioners, this distinction matters, because USCIS evaluates national importance through the lens of federal priorities that extend beyond private-sector demand. 

At the same time, advanced semiconductor manufacturing remains heavily concentrated outside the United States, particularly in East Asia. Recent shortages exposed how vulnerable global supply chains can be and highlighted the risks of relying on foreign production for technology the U.S. cannot afford to lose control over. 

As a result, semiconductor manufacturing has moved to the center of national policy. 

The U.S. Push to Rebuild Domestic Chip Manufacturing 

The federal government now treats semiconductor production as critical infrastructure. America’s AI Action Plan from July 2025 is direct on this point: “Now America must bring semiconductor manufacturing back to U.S. soil.” For professionals already working in semiconductor-related fields, this policy articulation helps clarify how their work aligns with national objectives the government has formally identified. 

This push is tied to the broader infrastructure required to sustain AI leadership: “AI will require new infrastructure, factories to produce chips, data centers to run those chips, and new sources of energy to power it all.” 

AI requires massive computing power, which depends on advanced semiconductors. When production occurs abroad, the United States has less control over availability, security standards, and long-term scalability. From a national strategy perspective, that dependence creates real risk. Professionals contributing to domestic production, process improvement, or supply-chain resilience are therefore operating within an area the government already views as strategically sensitive. 

In response, federal policy has focused on accelerating domestic manufacturing by reducing barriers that slow development. This includes streamlining the permitting of fabrication facilities, modernizing regulatory processes, and coordinating land use, energy infrastructure, and security requirements. 

The goal is not incremental growth. It is rebuilding a domestic manufacturing ecosystem capable of supporting advanced technologies at scale. 

Why This Policy Shift Matters for Immigration 

Rebuilding semiconductor manufacturing is not only an infrastructure challenge. It is a workforce challenge. 

Advanced fabrication plants, data centers, and supporting systems require highly specialized expertise to design, operate, and optimize. These skills take years to develop and exist within a limited global talent pool. Domestic training pipelines alone are unlikely to meet near-term demand. 

For that reason, immigration policy has become a functional part of the semiconductor strategy rather than a separate consideration. Professionals with relevant semiconductor expertise are increasingly well positioned to frame their work within existing national priorities when pursuing self-sponsored immigration options, rather than relying solely on employer-driven pathways. 

How EB-2 NIW Fits Today’s Semiconductor Priorities 

The EB-2 NIW aligns closely with how the United States is currently prioritizing semiconductor manufacturing. 

It allows qualified professionals to pursue permanent residence without a job offer when their work advances U.S. interests at a broader level. Rather than focusing on a single employer’s needs, USCIS looks at whether the individual’s contributions support national priorities the government has already identified. This framework allows semiconductor professionals to rely on documented federal policy goals, rather than speculative future needs, when presenting their case. 

Semiconductor manufacturing meets the national importance standard with unusual clarity. As America’s AI Action Plan states: “A revitalized U.S. chip industry will generate thousands of high-paying jobs… and protect our supply chains from disruption by foreign rivals.” 

Federal policy has tied domestic chip production to national security, economic resilience, and technological leadership. For that reason, EB-2 NIW petitions connected to critical and emerging technologies, including semiconductors, can be particularly strong when they are well framed and well supported. 

Other immigration options may also apply, including the EB-1A and the O-1. These categories can be a strong fit for professionals who can document extraordinary ability and top-of-field recognition, but they typically require a higher evidentiary showing. For many semiconductor professionals doing important work without that level of public distinction, the EB-2 NIW is often the more practical pathway because it focuses on national importance and the ability to advance the proposed endeavor. 

EB-2 NIW Is Not Limited to High-Profile Professionals 

A common misconception is that EB-2 NIW approval requires patents, public recognition, or executive-level titles. While this can be helpful evidence, they are not required. 

USCIS evaluates whether a professional is well positioned to advance a nationally important endeavor considering several factors. Semiconductor manufacturing is a complex ecosystem, and meaningful contributions occur across many roles. 

Professionals working in semiconductor manufacturing and process engineering, chip design and microelectronics, materials science and nanotechnology, automation and robotics, AI applied to manufacturing, yield optimization, energy efficiency, and semiconductor supply chains may all be well positioned for EB-2 NIW approval. 

Each case is evaluated individually. What matters is how a professional’s specific background supports domestic semiconductor production and related national priorities. 

What Strengthens a Semiconductor-Focused EB-2 NIW Petition

A strong EB-2 NIW petition does more than identify an important field. It explains how the individual’s work advances that field in a concrete way. In semiconductor cases, this often includes a record of related professional experience, research or technical projects, manufacturing or process improvements, internal innovations, or recognition by employers, industry partners, or professional organizations. Funding or research experience can also strengthen the record, though it is not required. 

Equally important is a clear proposed endeavor. USCIS looks for a specific, forward-looking explanation of what the professional plans to do in the United States and how that work supports national priorities tied to semiconductor manufacturing. General statements about working “in semiconductors” are rarely sufficient. Specificity strengthens credibility. 

When a clear record of success is paired with a well-defined plan, the national interest argument becomes easier to articulate and evaluate. 

A National Priority That Strengthens the EB-2 NIW Framework

The effort to restore semiconductor manufacturing in the United States reflects a long-term national strategy. Domestic chip production now sits at the intersection of national security, economic resilience, and technological leadership. 

As the federal government works to rebuild manufacturing capacity and secure critical supply chains, demand for highly skilled professionals will continue to grow. For individuals already contributing to semiconductor manufacturing and related technologies, this policy environment provides a clear framework for positioning their work within the EB-2 NIW analysis. 

When a professional’s work supports objectives the United States has already defined as critical, the path to demonstrating national interest is clearer and more firmly grounded in national policy. 

Understanding how your background fits into this landscape is the first step.

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