This Week in Manufacturing - 9/24/2025

Everything's coming up chips--micro that is!

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This report is brought to you in partnership with Sustainment, a market network dedicated to the success of American Manufacturing. Learn More →

💴 This Week in Manufacturing

This week’s manufacturing news underscored both momentum and uncertainty. Texas awarded Samsung $250M for its massive chip plant, while Nvidia and Intel launched a $5B partnership in AI and PC chips. Washington tested new industrial levers, opening tariff exclusions and floating federal land for factories. Meanwhile, regional Fed surveys split on conditions, and debates over tariffs resurfaced—highlighting the core question: who benefits most, small shops or big corporations?

Our headlines of the week highlight further large investments across industry sectors, exciting technological advances on the manufacturing floor, and a possible government infusion.

This week’s first podcast, from The Manufacturing Executive, introduces practical ways to encourage creativity, foster real collaboration, and drive change. The second podcast, from Heavy Hitters, shares the back story on why one of Korea’s largest conglomerates stood up GS Futures and its associated Built Environment fund

Our Social Video and Fun Fact showcase the achievements and potential of the American microchip industry.

Thanks for joining us!

MONTHLY REPORT

♨️ Manufacturing Momentum Meets Uneven Reality

If there was ever a week that showcased both the promise and the pressure points of American manufacturing, this was it.

From multibillion-dollar chip investments to renewed tariff debates, U.S. manufacturing faced a pivotal week. Texas boosted Samsung’s $40B fab with a $250M grant, and Nvidia joined Intel in a $5B AI partnership. Federal policymakers opened tariff exclusion windows and floated new land-use strategies to lure manufacturers.

Regional Fed surveys revealed uneven momentum, with Philadelphia expanding but New York contracting. Public discussions revisited whether tariffs truly revitalize industry—reminding us the central question is whether small manufacturers share in these gains.

Upshot: The news cycle reminded us that the future of U.S. industry is being written in boardrooms, shop floors, and federal agencies simultaneously.

FROM THE FEED

📱How microchips are made

🤨Did You Know?

By 2030, the global semiconductor industry is expected to surpass

$1T in value.

Source: Patent PC

🎧 Podcasts Worth A Listen

THE MANUFACTURING EXECUTIVE
Objectives, Hypotheses, Learnings: Smarter Problem Solving for Complex Manufacturing w/ Radhika Dutt

HEAVY HITTERS
Aaron Toppston, GS Futures - Building the Future of the Built Environment