Trump's Move for Moving Manufacturing into US, is Strategically good for Automation Revolution.
Start by saying, I'm not a Trumper.
Looking ahead 5–10 years, a strategic shift toward advanced, automated manufacturing in the U.S. could yield significant economic benefits. In this scenario, factories would increasingly rely on AI and robotics for design, management, and optimization—enabling tremendous output while reducing dependence on traditional, labor-intensive processes. As a result, the most valuable roles will likely focus on overseeing these sophisticated systems rather than on manual labor.
This evolution in manufacturing is expected to boost demand for companies that supply the necessary infrastructure and equipment—often dubbed “shovel makers.” Firms such as Johnson Controls International (JCI), Taiwan Semiconductor Manufacturing Company (TSMC), ASML Holding, and Micron Technology (MU) are well positioned to benefit. Additionally, as automated production scales up, there could be a secondary surge in demand for embedded systems, potentially benefiting companies like AMD and Intel.
While this outlook remains speculative, current trends in automation, robotics, and AI suggest that a U.S.-focused, high-tech manufacturing base could provide a strong competitive advantage in the global economy by 2025 and beyond.
This is my Thesis why I think Nationalism is a great priority to have now, because the countries with this infrastructure will win, just like the US won after World War II.