America appears on the cusp of an era of large-scale domestic investment in areas from semiconductors to energy
Exit of CEO Pat Gelsinger maybe a sign of a shift in attitude by the company’s board to a huge strategic overhaul
Companies have committed nearly $400bn since he signed flagship legislation. But will it last?
Policymakers need to update their approach if they are determined to use trade measures to protect industry
It is so much easier to blame the disappearance of these US jobs on China than on domestic consumers and automation
Ex-president outlines protectionist industrial policy as economy moves to centre of White House race
US manufacturers say wrongly labelled online goods are eroding their election-year hopes
Chipmaker is trying to pull off one of the most complex revivals in tech history
Industrial action by production workers would have piled new problems on struggling aerospace manufacturer
Plus: American housing supply will stay bad
Historically, such work was seen as a ticket into the middle class — but data on their pay premium is mixed
The IRA and Chips Act, the president’s signature laws, aim to boost investment. But delays to projects are raising questions over their legacy
FT research shows that $84bn of initiatives announced in first year of the IRA and Chips Act have experienced slowdowns
Kamala Harris won’t have much room to shift from industrial intervention and import tariffs
Sector’s US strategy under threat from ex-president’s pledge to roll back Biden’s clean energy policies if he wins election
Also in today’s newsletter, how Joe Biden is preparing for next week’s presidential debate
US tariffs on Chinese goods are the result of a highly complex ecosystem
From the Baltimore bridge collapse to chaos at Boeing, what look like discrete problems are in fact part of a wider dysfunction
Attempt to claw back a lead in global chip manufacturing was never going to be easy
Preliminary agreement includes $11bn loan as company expands capacity in Arizona and other states
Local opponents raise fears over Beijing’s influence as US aims to reshore supply chain
Tesla, Toyota and Volkswagen among companies targeted after UAW wins concessions at Detroit’s Big Three
US president hails ‘game-changer’ deals struck by workers and backs unionisation at Tesla and Toyota
Tech investors say ‘Hi, not Goodbye, Columbus’ as projects worth tens of billions crowd in
Domestically made products like syringes currently cost more than those produced in China
