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.
US Manufacturers: Inflation Is “Out of Control,” Has Not Peaked, but “Intensified” amid Strong Demand, Shortages, and Lengthening Lead Times by Wolf Richter • May 2, 2022 • 123 Comments “Efforts to stockpile” input materials to counter price increases and shortages. But finished products inventories continued to fall.
“The System Is Broken”: Boots-on-the-Ground View by a US Manufacturer on the Supply Chain Chaos by Wolf Richter • Feb 2, 2022 • 188 Comments “We are simply limited to what our suppliers tell us we can have. It really isn’t supposed to work this way!”
