Eric Basmajian – X, Released on 4/21/26
Are we in a “stealth” manufacturing boom?
No.
We’re in an AI capex boom.
Manufacturing production of computers, semiconductors, and communications equipment is up 89.8% since 2017!
The rest of manufacturing? Down 4.3%. pic.twitter.com/mPZZeRLZ0Q
— Eric Basmajian (@EPBResearch) April 21, 2026
Are we in a “stealth” manufacturing boom? No. We’re in an AI capex boom. added by Herman James on
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