[thfuran]

>Our analysis of multiple surveys indicates that as much as 91 percent of U.S. manufacturers have reshored some production in 2022, up from just 7 percent 2012.

'Some' is doing a lot of work. What does that really mean? If 99% of manufacturers each onshore 0.01% of their manufacturing, all that has really happened is that everyone can probably now label things "made in america".

[berserk1010]

here are some numbers

U.S. manufacturing construction spending reached a 20-year high, hitting a $194 billion annual rate in April 2023, nearly double the $107 billion annual rate from a year ago. https://thinkkc.com/news/blog/kc-smartport-blog/2023/08/01/i...

In 2021, Intel announced more than $43.5 billion in new manufacturing investments across Arizona, New Mexico and Ohio to bolster U.S. chipmaking and R&D leadership. https://www.intc.com/news-events/press-releases/detail/1638/...

Walmart previously announced a $350 billion investment to make U.S. manufacturing more “affordable and feasible,”

https://www.sme.org/technologies/articles/2023/october/resho...

[whimsicalism]

> U.S. manufacturing construction spending reached a 20-year high

A nominal 20-year high and the increase is since the pandemic. Also this is for construction. Here are some other time series: https://fred.stlouisfed.org/series/OUTMS

Walmart $350 billion investment is over 10 years and mostly is for agriculture and some small electronics.

Also this source is an American manufacturing lobbying group.

[berserk1010]

here are some more

companies have announced over $166 billion in manufacturing in semiconductors and electronics, and at least 50 community colleges in 19 states have announced new or expanded programming to help American workers access good-paying jobs in the semiconductor industry. https://www.whitehouse.gov/briefing-room/statements-releases...

Apple commits $430 billion in US investments over five years https://www.apple.com/newsroom/2021/04/apple-commits-430-bil...

Microsoft will buy enough U.S.-made solar panels to power 1.8 million homes https://www.greenbiz.com/article/microsoft-will-buy-enough-u...

Tesla plans to spend $3.6 billion more on battery and truck manufacturing in Nevada https://www.cnbc.com/2023/01/24/tesla-plans-to-spend-3point6...

[csomar]

I feel like this comment is GPT-ed. You are just putting random numbers out there. They are meaningless. The previous poster gave you an indicator "Real Sectoral Output for All Workers". The indicator adjusts for inflation.

US manufacturing never recovered from the 2008 crisis. And in 2005, the output of manufacturing was higher than it is today (in real value terms, not funny dollars).

[rvba]

Of this 194 billion, how much are one-offs? If intel builds one plant (in 2011) for 43 billion and average investmenr in 2011 was 109 billion, then intel is like 45% of all.

So in 2023 maybe there was some other big one off?

Of course a factory is still a factory, so the one-off thing is a bit misleading, but what I try to say that it seems one big factory takes 40% of investment. What would be the spending for 10? 400 bilion? One is still better than zero though and probably has subcontractors.