Electronics Manufacturing Statistics 2026
Current US electronics manufacturing statistics. How big is the electronics industry, semiconductor reshoring under the CHIPS Act, employment, top states, and 2026 outlook.
The US electronics sector spans semiconductors, telecommunications equipment, computers and peripherals, medical instruments, navigation systems, and defense electronics. Reshoring of semiconductor manufacturing has reshaped capital investment patterns across the industry since 2022.
How big is US electronics manufacturing?
US computer and electronic product manufacturing annual shipments under NAICS 334.
Sub-segments include semiconductors and printed circuit boards, communications equipment (5G infrastructure, networking, satellite), computers and peripherals, audio and video equipment, navigation and control instruments, and defense electronics.
How much US semiconductor investment has been announced?
Announced US semiconductor manufacturing investment since 2022, triggered by CHIPS Act incentives.
CHIPS and Science Act direct funding authorization for US semiconductor manufacturing incentives.
The largest projects come from TSMC (Arizona), Intel (Arizona, Ohio, New Mexico), Samsung (Texas), Micron (New York, Idaho), and GlobalFoundries (New York, Vermont).
What sub-segments make up US electronics manufacturing?
Which states have the most electronics manufacturing?
| State | Employment | Anchors |
|---|---|---|
| California | 225,000 | Silicon Valley semiconductors, networking, defense electronics |
| Texas | 97,000 | Austin semiconductor cluster, Samsung Taylor fab, telecom |
| Arizona | 55,000 | TSMC Phoenix, Intel Chandler, growing semiconductor cluster |
| Florida | 50,000 | Defense electronics, navigation, medical instruments |
| Massachusetts | 48,000 | Defense electronics, medical instruments, photonics |
| Oregon | 43,000 | Intel Hillsboro, broader semiconductor presence |
| New York | 38,000 | GlobalFoundries, Micron Clay project, optical electronics |
| Minnesota | 35,000 | Medical electronics, navigation, semiconductor design |
| Pennsylvania | 30,000 | Diversified electronics, defense systems |
| Illinois | 27,000 | Test instruments, networking, defense |
What major CHIPS Act awards have been made?
US-based semiconductor manufacturing capacity is projected to roughly triple by 2032 relative to 2022 levels, with US share of global advanced-node production climbing from less than 10% to a projected 25%.
What does this mean for electronics suppliers in 2026?
Three forces shape the picture. First, the CHIPS-related demand wave is real and growing. Second, regulatory complexity has increased with new export controls. Third, AI-driven supplier discovery is now active at procurement teams in fabs, EMS providers, and major OEMs.
Suppliers that publish their specific process capabilities, cleanroom classes, certifications, and customer references on their websites accelerate qualification into the new fab supply chains.
Sources
- 01Computer and Electronic Product Manufacturing (NAICS 334) US Bureau of Labor Statistics, 2024
- 02CHIPS and Science Act of 2022 US Department of Commerce, 2024
- 03