Compiled by Wes Garrett, Content Producer, IndustrialSage. Updated September 10, 2026
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Explore the U.S. manufacturing surge, nearly $2 trillion in committed investments across 226 companies.
🚀 How Much Is Being Invested in U.S. Manufacturing?
$2,069,537,930,000
Total Manufacturing Investment Committed
237 Companies | 42 States + PR | 21 Months
Private sector capital reshoring America’s industrial base
🏆 Trillion-Dollar Titans
The Mega-Commitments Reshaping America
Apple
$600B| Location | Texas & Nationwide |
|---|---|
| Focus | AI servers, R&D, supplier program |
TSMC
$265B| Location | Arizona |
|---|---|
| Focus | 10 advanced semiconductor fabs + 2 packaging facilities + R&D center |
Micron
$260B| Location | Idaho, Virginia & New York |
|---|---|
| Focus | Memory fabs, advanced packaging, R&D labs & new innovation campus |
IBM
$150B| Location | Nationwide |
|---|---|
| Focus | Computing leadership & quantum R&D |
SpaceX
$100.3B| Location | Louisiana & Texas |
|---|---|
| Focus | Starbase Louisiana spaceport/Starfactory + Bastrop, TX facility |
Texas Instruments
$60B| Location | Texas & Utah |
|---|---|
| Focus | Seven chip fabs & expansions |
Johnson & Johnson
$58B| Location | NC, PA, FL + other sites |
|---|---|
| Focus | Four new manufacturing plants & R&D |
AstraZeneca
$54.5B| Location | Virginia + 5 other states |
|---|---|
| Focus | R&D, biologics & cell therapy |
🏭 U.S. Manufacturing Investment by Sector
Visualizing Where the Money Is Flowing
🗺️ Manufacturing Investment by State
Investment Summary
Some states rank highly due to investments spanning multiple locations.
Investment Leaders
🎯 Standout Stories
The Investments That Matter Most
Apple's $600B Commitment
TSMC's $265B Arizona Bet
SpaceX's $100B Louisiana Spaceport 
Tesla/SpaceX/xAI's $16.8B AI Chip Terafab
Pharma's $359B+ Reshoring Wave 
Lockheed Martin's $9B Munitions Surge 
The Rare Earths & Critical Minerals Race 🔥 Recent U.S. Manufacturing Investment Announcements
Newest U.S. manufacturing investments at a glance
Suniva 
Eaton Corporation (Fibrebond) 
Astemo Americas 
Chobani 
SpaceX 
Industrial Electric Mfg. (IEM)
Micron Technology 
Genentech (Roche) 
Bristol Myers Squibb 
Siemens 
STERIS 
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📊 Summary Data Tables
The reference tables below reflect IndustrialSage analysis of verified announced U.S. manufacturing and industrial investments of $50M+ and were updated September 10, 2026.
US Manufacturing Investment by Sector
Total tracked announced investments by major sector, based on verified U.S. manufacturing and industrial commitments of $50M+.
| Sector | Total Investment | Representative Top Companies |
|---|---|---|
| Semiconductor & Advanced Tech | $1,390.5B (67.2%) | Apple, TSMC, Micron, IBM, Texas Instruments, GlobalFoundries, Broadcom, Coherent Corp. |
| Pharma & Biotech | $359.4B (17.4%) | Johnson & Johnson, AstraZeneca, Roche, Bristol Myers Squibb, Eli Lilly, GSK, Sanofi, Gilead Sciences |
| Aerospace & Defense | $136.9B (6.6%) | SpaceX, JetZero, GE Aerospace, Lockheed Martin, Boeing, Anduril Industries, Saronic Technologies |
| Automotive & Heavy Equipment | $80.0B (3.9%) | Hyundai Motor Group, Stellantis, Toyota, General Motors, Ford Motor Co., Clarios |
| Metals, Mining & Critical Minerals | $33.7B (1.6%) | Korea Zinc, Nucor, Emirates Global Aluminum, ArcelorMittal, U.S. Steel, MP Materials, USA Rare Earth |
| Energy, Grid & Nuclear | $33.1B (1.6%) | PPL, Westinghouse Electric, GE Vernova, Oklo, Global Laser Enrichment, Siemens Energy |
| Food & Consumer Goods | $23.5B (1.1%) | Kraft Heinz, Kimberly-Clark, Hershey, Mars, Chobani, Smithfield Foods |
| Industrial & Other Manufacturing | $12.6B (0.6%) | Corning, Fuyao Glass America, International Paper, Foxconn Technology USA, Whirlpool, Jabil |
Source: IndustrialSage U.S. Manufacturing Investment Tracker, updated September 10, 2026. Includes verified announced investments of $50M+ from company press releases, government announcements, SEC filings, and authoritative reporting.
Largest US Manufacturing Investments by Company
Individual company commitments ranked by announced dollar amount in the current IndustrialSage tracker.
| Company | Sector | Investment | Primary Location(s) |
|---|---|---|---|
| Apple | Semiconductor & Advanced Tech | $600.0B | Texas & nationwide U.S. |
| TSMC | Semiconductor & Advanced Tech | $265.0B | Arizona |
| Micron Technology | Semiconductor & Advanced Tech | $260.0B | Idaho, Virginia & New York |
| IBM | Semiconductor & Advanced Tech | $150.0B | Nationwide U.S. |
| SpaceX | Aerospace & Defense | $100.3B | Louisiana & Texas |
| Texas Instruments | Semiconductor & Advanced Tech | $60.0B | Texas & Utah |
| Johnson & Johnson | Pharma & Biotech | $58.0B | North Carolina, Pennsylvania & Florida |
| AstraZeneca | Pharma & Biotech | $54.5B | Virginia, Texas, Maryland, California, Massachusetts & Indiana |
| Roche | Pharma & Biotech | $50.0B | Multiple U.S. locations, including North Carolina |
| Bristol Myers Squibb | Pharma & Biotech | $40.0B | United States |
Source: IndustrialSage U.S. Manufacturing Investment Tracker, updated September 10, 2026. Includes verified announced investments of $50M+ from company press releases, government announcements, SEC filings, and authoritative reporting.
US Manufacturing Investment by State
Top 10 state winners by total announced manufacturing investment in the current tracker.
| Rank | State | Total Investment | Projects Tracked |
|---|---|---|---|
| 1 | Texas | $671.6B+ | 36 |
| 2 | Virginia | $311.8B+ | 13 |
| 3 | New York | $275.1B+ | 9 |
| 4 | Arizona | $272.6B+ | 6 |
| 5 | Idaho | $260.5B+ | 3 |
| 6 | North Carolina | $139.6B+ | 23 |
| 7 | Louisiana | $131.0B+ | 10 |
| 8 | Indiana | $102.2B+ | 13 |
| 9 | Maryland | $80.5B+ | 6 |
| 10 | California | $78.0B+ | 7 |
Source: IndustrialSage U.S. Manufacturing Investment Tracker, updated September 10, 2026. Includes verified announced investments of $50M+ from company press releases, government announcements, SEC filings, and authoritative reporting.
🌟 WHY THIS MATTERS
📈 KEY METRICS
The $2.07 Trillion Story
America's manufacturing investment surge has now crossed $2 trillion — totaling $2.070 trillion in announced private-sector commitments (IndustrialSage tracker, September 10, 2026). Beyond reshoring, this reflects a broad rebuild of U.S. industrial capacity across the technologies and supply chains that shape competitiveness, resilience, and security.
Notably, semiconductors and advanced computing still lead the stack, while aerospace, pharmaceuticals, critical materials, energy systems, and strategic manufacturing continue to expand the footprint (IndustrialSage sector analysis, September 10, 2026).
Key Drivers:
Supply Chain Resilience: Reducing single points of failure and foreign dependencies.
Meanwhile, U.S. Technology Leadership depends on keeping R&D and production aligned domestically.
In addition, high-skill, durable manufacturing jobs are the foundation of Workforce Development.
At its core, Strategic Security means rebuilding domestic capability in critical industries.
🔎 FREQUENTLY ASKED QUESTIONS
As of September 10, 2026, IndustrialSage is tracking approximately $2.070 trillion in announced private-sector U.S. manufacturing and industrial investment commitments. In total, that spans 237 companies across 42 states and Puerto Rico, and includes reshoring efforts, foreign direct investment, and domestic expansion projects of $50 million or more, verified through company press releases, SEC filings, and government announcements.
The largest announced investors in the IndustrialSage tracker are Apple ($600B), TSMC ($265B), Micron ($260B), IBM ($150B), SpaceX ($100.3B), Texas Instruments ($60B), Johnson & Johnson ($58B), and AstraZeneca ($54.5B). These commitments span semiconductors, pharmaceuticals, aerospace, advanced computing, and strategic industrial capacity.
Semiconductors and advanced technology lead the tracker with roughly $1.39 trillion in announced commitments. Pharmaceuticals and biotech follow at approximately $359 billion, then aerospace and defense at $137 billion, automotive and heavy equipment at $80 billion, metals and critical minerals at $34 billion, energy and grid infrastructure at $33 billion, food and consumer goods at $24 billion, and other industrial manufacturing at $13 billion.
Four major forces are driving reshoring and domestic manufacturing investment: supply chain resilience, technology leadership, workforce development, and strategic security. As a result, companies are reducing foreign dependencies, aligning R&D with U.S. production, building higher-skill industrial jobs, and restoring domestic capability in critical sectors including semiconductors, pharmaceuticals, aerospace, energy systems, and advanced materials.
According to the Reshoring Initiative, more than 2 million U.S. manufacturing jobs have been announced through reshoring and foreign direct investment since 2010. In 2024, 244,000 jobs were announced, while 2023 remains the record year at 268,000. This jobs data comes from the Reshoring Initiative’s national tracking, not from the IndustrialSage investment tracker.
| Company | Date | Amount | Location | Purpose |
|---|---|---|---|---|
| Apple | Feb 24, 2025 | $500,000,000,000 | Texas & US-wide | Factory for AI servers; R&D jobs; manufacturing academy |
| TSMC | Mar 4, 2025 | $265,000,000,000 | Arizona | Expanded to 10 total fabs plus packaging and R&D facilities at a single Arizona campus |
| Micron Technology | Jun 12, 2025 | $250,000,000,000 | Boise ID, Manassas VA & Clay NY | Memory fabs across ID/VA/NY, packaging tech, R&D investment |
| IBM | Apr 28, 2025 | $150,000,000,000 | U.S. | Investment to fuel economy and accelerate global leadership in computing; includes $30B+ in R&D for mainframes and quantum computers |
| Apple | Aug 7, 2025 | $100,000,000,000 | US-wide | American Manufacturing Program to incentivize suppliers and partners; part of total $600B commitment |
| SpaceX | Aug 25, 2026 | $100,000,000,000 | Vermilion Parish, Louisiana | New "Starbase Louisiana" launch complex incl. Starfactory for Starship assembly + propellant plant |
| Texas Instruments | Jun 18, 2025 | $60,000,000,000 | Texas & Utah | Seven chip fabs and facilities expansions |
| Johnson & Johnson | Apr 1, 2025 | $55,000,000,000 | Wilson NC + 3 other sites | Four new manufacturing plants & R&D |
| AstraZeneca | Jul 22, 2025 | $50,000,000,000 | Virginia + MD/CA/MA/IN/TX | New facility + expand R&D, cell therapy operations |
Sign up to view all 290+ projects and download the complete CSV, updated weekly.
FULL U.S. MANUFACTURING INVESTMENT LIST
| Company | Date | Amount | Location | Purpose |
|---|---|---|---|---|
| Apple | Feb 24, 2025 | $500,000,000,000 | Texas & US-wide | Factory for AI servers; R&D jobs; manufacturing academy |
| TSMC | Mar 4, 2025 | $265,000,000,000 | Arizona | Expanded to 10 total fabs plus packaging and R&D facilities at a single Arizona campus |
| Micron Technology | Jun 12, 2025 | $250,000,000,000 | Boise ID, Manassas VA & Clay NY | Memory fabs across ID/VA/NY, packaging tech, R&D investment |
| IBM | Apr 28, 2025 | $150,000,000,000 | U.S. | Investment to fuel economy and accelerate global leadership in computing; includes $30B+ in R&D for mainframes and quantum computers |
| Apple | Aug 7, 2025 | $100,000,000,000 | US-wide | American Manufacturing Program to incentivize suppliers and partners; part of total $600B commitment |
| SpaceX | Aug 25, 2026 | $100,000,000,000 | Vermilion Parish, Louisiana | New "Starbase Louisiana" launch complex incl. Starfactory for Starship assembly + propellant plant |
| Texas Instruments | Jun 18, 2025 | $60,000,000,000 | Texas & Utah | Seven chip fabs and facilities expansions |
| Johnson & Johnson | Apr 1, 2025 | $55,000,000,000 | Wilson NC + 3 other sites | Four new manufacturing plants & R&D |
| AstraZeneca | Jul 22, 2025 | $50,000,000,000 | Virginia + MD/CA/MA/IN/TX | New facility + expand R&D, cell therapy operations |
Sign up to view all 290+ projects and download the complete CSV, updated weekly.
How We Track U.S. Manufacturing Investments
This tracker monitors U.S. manufacturing and industrial investment announcements of $50M+ from verified sources including company press releases, SEC filings, government announcements, and authoritative industry reporting. Specifically, all data is reviewed regularly, deduplicated, and categorized by sector, geography, and investment scale. Each entry reflects confirmed announced commitments, with locations and project details documented where disclosed. Additionally, aggregate figures cited across this page are based on IndustrialSage tracker analysis, updated September 10, 2026.
Last Updated: September 10, 2026 | Compiled by: Wes Garrett, Content Producer, IndustrialSage
This tracker is published under CC BY 4.0 — free to use, share, and adapt, including commercially, with attribution.
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