The world has spent the last three decades focused on globalization. We built global supply chains, often making decisions based on the lowest cost of production. And manufacturing became centralized in certain regions… driving down prices with low-cost labor.
The world has also become more interconnected and interdependent than ever.
As a result, many countries experienced a new period of growth, improved quality of life, and previously unseen access to goods and services at affordable prices.
Yet since early 2020, we’ve begun feeling the consequences of our global supply chains in a whole new way.
When the pandemic lockdowns hit, manufacturing hubs shut down. Container ships sat in ports without loading new cargo. Even now, we’re seeing the headlines about our ports, which are still backed up from the confusion over a year ago.
And countries began experiencing shortages of many key products… medical equipment, home appliances, even cars.
The world realized just how fragile our supply chains are…
And that’s why things are beginning to change. The world now understands the risks of a heavily centralized global supply chain network…
That means we’re on the cusp of a significant transition…
Follow the Money
One of the best ways to spot a trend in motion is to follow the money… And right now, an incredible amount of money is flowing into the trend of bringing manufacturing back to America. It’s what I like to call the “American manufacturing renaissance.”
And it’s quickly becoming a race to see which industries can quickly build out production capacity onshore…
A perfect example is the pharmaceutical industry.
With most key pharmaceutical ingredients and drug manufacturing controlled by China and India, the developed world saw significant drug shortages at the height of the lockdowns.
This led to people not getting the prescription medicines they needed. And that put many lives at risk.
But new companies like National Resilience are stepping up and building a network of manufacturing solutions to ensure that our medicines can be made quickly, safely, and at scale. The most modern pharma manufacturing plants will be built right here in America.
Since its founding in late 2020, National Resilience has already seen a massive $1.1 billion pour into it as a result – over a billion dollars in a year.
And this kind of movement is happening in all kinds of industries…
Made in the USA
As another example, semiconductor giant Taiwan Semiconductor Manufacturing (known as TSMC) is in the process of building a new $12 billion fabrication facility in Arizona… where it will produce 20,000 wafers every month.
The global semiconductor industry relies on TSMC to manufacture chips for just about any electronics that we can imagine. The semiconductors that TSMC makes are used in smartphones, watches, laptops, game consoles, cars, and much more. Without them, these products simply couldn’t be manufactured.
And now these chips will start being made in the U.S.
Likewise, prominent server manufacturer Supermicro just built a new manufacturing plant in the United States.
And we aren’t talking about small semiconductors here. Supermicro produces large server hardware that goes into data centers. It’s an intensive manufacturing process. And now it’s added a 200,000 square-foot manufacturing building to its San Jose campus.
Automotives are another industry where we’re seeing this manufacturing trend take place.
Electric vehicle (EV) companies like Tesla and Lucid Motors have spent millions to expand their manufacturing hubs in the U.S. over the years.
In fact, Tesla’s Nevada-based Gigafactory stands as one of the most robust manufacturing hubs in the entire world… and its Austin Gigafactory will soon expand to volume production of Tesla’s cars – and the upcoming Cybertruck.
And even legacy automotive players are jumping in on this trend.
In October, Ford announced it would be building an $11.4 billion electric vehicle assembly plant in Tennessee and two EV battery factories in Kentucky.
Ford is also investing heavily in its other domestic plants in Michigan and Ohio, employing cutting-edge manufacturing processes like 3D printing to produce its components.
I love what Ford is doing here.
It’s implementing a decentralized manufacturing model, where smaller, highly automated plants can produce goods closer to the markets they serve.
This approach is robust and far more efficient. And it’s also better from an environmental standpoint. That’s because it simplifies shipping and logistics, requiring the goods to travel far fewer miles.
This is just the beginning. With the rise of technologies like 3D printing, we’re going to see more and more manufacturing plants for all kinds of products newly located close to their end markets. We’ll be able to create fully customizable products on demand.
And that leads me to some big news…
Igniting the Renaissance
I’ve tapped into all the connections I’ve made during my three decades in high technology. And in doing so, I’ve found a company sitting right at the heart of this situation.
It’s flying under the radar… but I believe it could really ignite this new renaissance in American manufacturing this coming year.
That’s because this company provides a key technology powering everything from the next generation of the internet to the consumer electronics we use every day. Its products are quickly becoming an absolute necessity in the world of wireless technology.
The reality is that not using this company’s technology will be a competitive disadvantage.
And for this story, I’ve gone right to the source. I’ve secured a level of access that no other analyst has gotten.
I’ve toured this company’s fabrication facility – located here in the States, not somewhere offshore – and had a sit-down meeting with this micro-cap’s CEO to talk frankly about the progress his company is making… and the state of the industry as a whole.
Critically, I believe this tiny company could be on the verge of a buyout… meaning there’s little time to spare.
If you’d like to make sure you’re one of the few in the know about this time-sensitive opportunity, then click here to get the full story.
Editor, The Bleeding Edge