Electronics Manufacturing Statistics 2026
Current US electronics manufacturing statistics. Industry size, semiconductor reshoring under the CHIPS Act, employment, top states, sub-categories, 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.
Industry overview
NAICS 334 covers computer and electronic product manufacturing, the broadest official category for US electronics. The Census Annual Survey of Manufactures puts shipments at approximately $400 billion. Sub-segments include semiconductors and printed circuit boards, communications equipment (5G infrastructure, networking, satellite), computers and peripherals (a smaller segment than two decades ago), audio and video equipment, navigation and control instruments, and defense electronics.
Semiconductor manufacturing has become the most-watched piece of the sector following passage of the CHIPS and Science Act in August 2022. The act authorizes $52 billion in direct subsidies and incentives for semiconductor manufacturing in the United States, alongside an investment tax credit. Announced fab investments since the act have exceeded $300 billion, with the largest projects coming from TSMC (Arizona), Intel (Arizona, Ohio, New Mexico), Samsung (Texas), Micron (New York, Idaho), and GlobalFoundries (New York, Vermont).
Sub-segment mix
US electronics manufacturing splits across several major NAICS sub-categories, each with distinct geographic footprints and supplier ecosystems.
Top states by electronics employment
Electronics manufacturing concentrates around legacy semiconductor regions (Silicon Valley, Austin, Phoenix), defense-electronics clusters (Massachusetts, Florida), and emerging fab hubs (Ohio, New York, Idaho).
| 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 |
CHIPS Act milestones
The CHIPS Act funding mechanism has supported six major incentive awards as of mid-2024, with several more in progress. The combined direct funding awards exceed $30 billion, supporting cumulative project investments above $300 billion. Construction is underway at multiple sites, with first-output milestones ranging from 2025 (TSMC Arizona Fab 21) through 2028 to 2030 for later phases.
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%.
Workforce challenges
Electronics manufacturing, particularly semiconductors, faces a deep skilled-labor shortage. SIA projects a need for over 100,000 additional semiconductor workers by 2030, including engineers, technicians, and skilled production roles. Most US universities produce far fewer relevant graduates per year than the industry needs, particularly in semiconductor process engineering, equipment maintenance, and packaging.
The CHIPS Act includes specific workforce development funding alongside the direct manufacturing incentives. State-level workforce partnerships in Arizona, Texas, Ohio, and New York have stood up community college programs, apprenticeships, and university partnerships specifically tied to the new fabs.
What this means for electronics suppliers in 2026
Three forces shape the picture. First, the CHIPS-related demand wave is real and growing, with fab equipment makers, specialty chemical suppliers, gas suppliers, and packaging and test specialists all benefiting. Second, regulatory complexity has increased, with new export controls on advanced chips and equipment shaping who can sell what to which markets. 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 (ISO 9001, IPC, ASME), 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
- 04US Electronics Manufacturing Profile International Trade Administration, 2024