1. General Motors (GM)
America’s automotive titan is investing $7 billion in Michigan to build four plants focused on electric vehicle (EV) production. The shift is about both EV competitiveness and national security, as critical battery components will be manufactured domestically.
2. Intel
Faced with global chip shortages, Intel is building two new semiconductor fabrication facilities in Arizona, representing a $12 billion investment. The goal is to reduce dependence on Asia and secure America’s place in the semiconductor supply chain.
3. Micron Technology
The memory chip manufacturer is ramping up production in the U.S. with new fabs to insulate itself from future export restrictions and geopolitical volatility.
4. GE Appliances
A subsidiary of Chinese firm Haier but with American branding, GE Appliances is investing heavily in U.S. assembly lines, including a water heater plant in South Carolina, to meet local demand and shorten lead times.
5. Lockheed Martin
America’s leading defence contractor has quietly been reshoring key component manufacturing, citing national security concerns and the need for agile domestic production.
6. Tesla / Redwood Materials
While Tesla’s Gigafactories are well-known, its former co-founder JB Straubel is reshaping EV supply chains through Redwood Materials—recycling and assembling battery components entirely within the U.S.
7. Mars Inc.
Known for M&M’s and pet food, Mars has been shifting more production to U.S. soil, investing in regional manufacturing facilities to maintain control over supply and meet sustainability goals.
8. Zentech
This electronics manufacturer specialises in aerospace and medical tech and is reshoring operations from China to ensure quality, IP protection, and supply chain reliability.
9. Whirlpool
Whirlpool has increased investment in Ohio and Tennessee assembly plants for appliances, reinforcing its “Made in America” reputation amid rising global logistics costs.
10. Stanley Black & Decker
The toolmaker is expanding its U.S. production facilities, including a major return of its Craftsman tool line to a new factory in Fort Worth, Texas.
A Global Strategy, Local Execution
It’s important to note that many of these companies are not abandoning China altogether. Instead, they are pursuing a strategy of regional diversification, maintaining some capacity in Asia while expanding or duplicating production in the U.S., Mexico, and other nearby locations.
This “China Plus One” strategy—once a buzzword—is now a boardroom imperative.
What Does It Mean for Retail?
For retailers, the reshoring trend means:
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More reliable stock levels
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Faster restocking cycles
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Potentially higher wholesale prices in the short term
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Stronger marketing narratives around “Made in USA” products
For the average consumer, reshoring could mean paying a bit more, but also supporting domestic jobs, reducing carbon footprints, and ensuring product availability during times of global crisis.
The Great Rebalancing Has Begun
The return of assembly jobs to American soil is not a temporary fad—it’s a strategic recalibration. As trade barriers rise and supply chains shorten, the companies that thrive will be those who adapt quickly, invest smartly, and think long-term.
If tariffs rise as proposed, even a $2 pair of socks could become a symbol of America’s broader industrial renaissance—and the cost of not making things at home.
