Are the Headlines about Factory Orders Messing with us Again? by Wolf Richter • Dec 4, 2023 • 51 Comments The drop in new orders was off an all-time high, while unfilled orders rose to an all-time high. Orders by major category.
The Eyepopping Factory Construction Boom in the US by Wolf Richter • Dec 2, 2023 • 228 Comments The supply-chain catastrophe in 2020-2021, the edgy US-China relationship, and the scary dependence on China triggered a big corporate rethink.
Construction Spending for Factories Soars, after Decades in the Doldrums by Wolf Richter • Sep 3, 2023 • 131 Comments Driven by manufacturing plants for technologically advanced, high-value products. Automation is the great equalizer.
Construction Spending on US Manufacturing Plants Soars, to De-Globalize Supply Chains? by Wolf Richter • Jul 3, 2023 • 188 Comments The driver: computer, electronic, and electrical manufacturing.
Global Steel Production in 2022 Fell Most since 2009, Unwound Stimulus Spike of 2021. China’s Production Fell for 2nd Year by Wolf Richter • Jun 8, 2023 • 41 Comments China still produced more than the rest of the world combined, 12 times more than the US.
Apple Mac Shipments Plunge 40% in Q1, Out-Plunging with Ease the Other Big PC Makers by Wolf Richter • Apr 10, 2023 • 119 Comments Hangover-time for PC makers after the explosion of demand during the pandemic.
Global Supply Chain Pressure Index Drops Below Average for First Time since Aug. 2019, after Horrendous Spikes by Wolf Richter • Mar 6, 2023 • 112 Comments Inflation in goods normalized, but has exploded in services where there are no supply chain issues.
Cutting-Edge US Semiconductor Makers Crushed by One Thing after Another in 2022 after Mind-Boggling Bubble in 2020 & 2021 by Wolf Richter • Oct 10, 2022 • 96 Comments Nvidia -66% from the high, AMD -64%, Intel -62%, Marvell Technologies -57%, Micron -48%.
Why Delivery Giants Walmart, Amazon, FedEx & UPS even Deal with Collapsing EV Startups: EV SPAC Canoo is the Latest by Wolf Richter • Jul 12, 2022 • 194 Comments Scaring legacy automakers into finally producing electric cargo vans is like pulling teeth.
Manufacturing Still Hung in there in May, New Orders Surged in Part Driven by Raging Inflation. June Less Promising by Wolf Richter • Jul 5, 2022 • 69 Comments Consumers shift their spending back to services. The spending boom on goods is over, and it will eventually show up in manufacturing.
