Benzingaยท2025-05-20 15:28Corporate Reshoring Trends - Reshoring discussions among S&P 500 and Russell 3000 companies are at "unprecedented" levels, according to Charles Schwab Chief Investment Strategist Liz Ann Sonders [1] - Apple plans to invest $500 billion in U.S. manufacturing and infrastructure, although previous efforts to manufacture domestically have faced challenges [2][3] - Nvidia aims to procure $500 billion worth of electronics and manufacture several hundred billion in the U.S., driven by supply chain concerns and the AI arms race [4] Semiconductor Industry Developments - Taiwan Semiconductor Manufacturing Company (TSMC) plans to invest an additional $100 billion in U.S. chip fabs, supported by Biden-era incentives [6] - TSMC previously announced a $165 billion investment in response to potential tax increases and tariffs during the Trump administration [7] Pharmaceutical and Consumer Goods Investments - Johnson & Johnson and Eli Lilly are investing tens of billions in U.S. pharmaceutical production to mitigate global supply chain risks [7] - Anheuser-Busch is investing $300 million in U.S. plants, while Cra-Z-Art is increasing local production of toys and school supplies [8] Automotive Industry Response - General Motors is increasing pickup truck production in Indiana and hiring hundreds of workers, reflecting a rebound in blue-collar jobs due to reshoring efforts [9] - The reshoring trend is seen as a strategy for security, political reasons, and public relations, indicating a significant shift in corporate America [9]