Manufacturing

Manufacturing strategy, reshoring, contract manufacturing, and factory investment decisions.

News

Manufacturing

Stellantis strike vote puts Windsor's November restart at risk

Unifor members voted 97.3% for a strike mandate, and the earliest legal walkout could come in the same weeks the plant restarts.

Briefing

Manufacturing

GlobalFoundries will build two New York chip plants with $21B from Japan

Each fab would add about 900,000 300mm wafers a year at full output.

Briefing

Manufacturing

Bayer plans a $2.2B drug plant in New Albany, Ohio

The first production module is due to be operational in 2031, the second in 2034.

Briefing

Manufacturing

A $15B steel mill is planned for Iowa, with first steel in 2030

Mesabi Metallics will feed the mill with iron ore pellets from its Minnesota mine.

Briefing

Manufacturing

Lego will spend $400M to expand its Mexico plant

The expansion adds a packaging building and an automated warehouse through 2029.

News

Manufacturing

Toyota tells investors it may need 400,000 factory robots

The estimate mixes humanoids with ordinary machines, while the humanoids working on Toyota's own North American floor today number seven.

Briefing

Manufacturing

Coca-Cola's bottlers commit $10B to US plants and distribution

A company-commissioned study says Coca-Cola’s US operations contributed $85 billion to the economy in 2025, supported nearly 1 million jobs, and spent about $37 billion with domestic suppliers.

News

Manufacturing

Reckitt to invest up to $600M to expand US manufacturing and R&D

The Mucinex maker is doubling its North Carolina plant to $400 million and moving cold-medicine production out of Mexico and the UK.

Briefing

Manufacturing

Reckitt doubles its North Carolina Mucinex plant investment

The North Carolina plant will become the company’s largest US over-the-counter manufacturing site. It's set to open in the first half of 2027.

Briefing

Manufacturing

Mondelez makes Cadbury's chocolate crumb in Malaysia to cut lead time

The RM90 million project comes as chocolate demand shifts toward Asia-Pacific.

Briefing

Manufacturing

Sapporo pulls its US-bound brewing out of Canada

The Japanese brewer will shift production of non-alcoholic beer for the US market from Canada by the first half of 2027 as tariffs reshape its supply chain.

Briefing

Manufacturing

Chobani invests $1.2B to acquire, expand Allentown plant

The investment is part of more than $4 billion the company plans to spend across its US manufacturing network.

News

Manufacturing

La-Z-Boy pulls upholstery assembly out of Mexico

The furniture maker is closing its two Mexico plants and moving the work to US factories with spare capacity, as upholstered wood furniture built in Mexico carries a 25% tariff.

News

Manufacturing

Lenovo credits its 30-factory network for a record quarter

Unlike rivals that shifted contract orders, Lenovo built plants it owns in new regions.

News

Manufacturing

Birkenstock's factory ramp has stopped costing it margin

Capacity added since 2023 is filling up, and tariffs are now the bigger cost.

News

Manufacturing

Apple now builds a quarter of its iPhones in India

The assembly moved in three years, but the parts inside still come from China.

Funding

Manufacturing

Arrakis raises $38M for industrial AI

The seven-month-old startup is betting agentic AI pays off on freight and factory floors, not in the office

Briefing

Manufacturing

Nvidia supplier to invest up to $1.4B in US plant

The move by Nvidia’s chip tester pulls test-and-assembly onshore, a shift Taiwan's back-end firms have long resisted

Briefing

Manufacturing

Toyota invests $3.6B to shift Tacoma production to Texas

Toyota is shifting most Tacoma production from Tijuana to San Antonio over four years

Funding

Manufacturing

CarbonSix raises $40M for factory AI robots

The startup is building robots that learn tasks by watching humans instead of being programmed to follow a fixed path

Briefing

Manufacturing

US manufacturing cooled in June, and so did the price pressure behind it

The factory index slipped, but the sharper signal was input costs falling at their fastest pace in three years

Briefing

Manufacturing

Toyota takes 51% of a new JV to build Joby's air taxi

Toyota gets board control; a separate $250M hinges on an exclusive supply deal and FAA sign-off

Briefing

Manufacturing

Lovesac redesigns its top-selling sofa to make it in the US

Reshoring penciled out only after a ground-up redesign built the product for automation, not a factory move

Briefing

Manufacturing

Toyota puts quality under its supply chain VP

One executive now owns both parts flow and supplier quality at Toyota North America

Briefing

Manufacturing

GM doubles down on Mexico and Brazil as tariffs bite

Tariffs meant to pull production back to the US are accelerating investment south instead

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