Market CommentaryJuly 7, 2026

US Reshoring in 2026: What Site Selectors Should Watch

Semiconductor fabs, EV battery plants, and AI data centers are reshaping US site selection. Here is where the capital is flowing and why power availability now trumps labor.

FDI Connect

The reshoring wave is real

Federal incentives under the CHIPS Act and IRA have unlocked hundreds of billions in announced US manufacturing investment. For site selectors, three sectors dominate the pipeline:

Semiconductors — Arizona, Texas, Ohio, New York
EV & battery — the Southeast 'Battery Belt'
AI data centers — wherever surplus power exists

Power is the new constraint

The binding constraint on the largest projects is no longer labor or land — it is electricity. Regions with firm generation and transmission are winning megaprojects.

Watch utility capacity, not just incentive stacks.

That shift favors counties that can credibly promise interconnection timelines.

reshoringsemiconductorssite-selection