News
What the sectors we work in are saying.
The private equity trade press and the outlets that cover each sector we operate in, read straight from their own feeds and collected here. Our own writing is the last tab.
Headlines from the outlets that cover this sector. Every one links back to the publisher.
- US Steel to invest nearly $3B in hot strip mill near Pittsburgh The company’s board of directors increased project funding from an initial $2 billion to $2.5 billion range. The Edgar Thomson Plant addition would replace some operations at the nearby Irvin Plant.
- Honeywell Technologies raises 2026 outlook due to data center, AI demand CEO Vimal Kapur said results surpassed expectations and positioned the company for a strong 2027. This is Honeywell Technologies' first earnings after spinning off its aerospace operations.
- 3M expands collaboration with Amazon, forms GSEO partnership The chemical company is working to expand and scale the R&D and manufacturing of its Expanded Beam Optical products, which it expects will generate $40 million by the end of 2026.
- Trump signs infrastructure manufacturing law; Eli Lilly, BAE expand The Critical Infrastructure Manufacturing Feasibility Act directs the Department of Commerce to conduct a study. Also this week, Blue Bird, Arco Design/Build and QuantumScape announced facility investments.
- Lockheed, Pentagon reach $7B F-35 fighter jet deal The Defense Department deal includes an order of 850 fighter aircraft over 10 years. However, the framework agreement has to pass through Congress before it can be finalized.
- Micron announces new investment in critical minerals manufacturing The funding will allow Indium to expand its refining and manufacturing operations in New York as part of Micron's estimated $3 billion effort to bolster the U.S. semiconductor supply chain.
- The US faces national security risks without aluminum smelters: report No domestic smelters can produce military-specific aluminum, leaving the country reliant on supplies and exposed to disruptions from China, Russia and the United Arab Emirates. The U.S. produces just 1% of global aluminum.
- Apple adds iPhone component, materials makers to its US supplier network The company added titanium supplier Perryman and expanded its partnership with filmmaker Qnity Electronics as part of a $600 billion commitment to U.S. manufacturing.
- Lawsuit accuses Essity, Edgewell, J&J of violating PFAS ban in California Hundreds of Los Angeles County residents alleged the companies manufactured and sold Carefree pantyliners intentionally made with PFOA despite a state ban that began in 2025.
- Cleveland-Cliffs posts ‘strongest’ quarter in three years: CFO The steelmaker is also postponing a blast furnace relining at Burns Harbor, Indiana, by one year amid a positive market backdrop supported by automotive demand and tariffs.
- US semiconductor supply chain relies on vulnerable, hidden inputs: SIA To guard against disruptions, the Semiconductor Industry Association called for closer government-industry collaboration to address targets for onshoring and stockpiling.
- Cleveland-Cliffs CEO blames Canada for Stelco layoffs CEO Lourenco Goncalves urged the government to strengthen its tariff strategy, saying he will bring back hundreds of laid-off workers in exchange for a stronger galvanized steel market.
- MIT’s TechAMP finds early success after first year, could expand Technicians are reaping the early benefits of learning to communicate between the shop floor, engineering and management through the institute’s Technologist Advanced Manufacturing Program.
- From Auburn Hills to Luxembourg: Christian Lopez’s Co-op experience Four countries. Nine months. One Co-op experience with global reach and real responsibility.
- How AI, digital twins and real-time simulation are accelerating manufacturing innovation See how AI, digital twins and real-time simulation are transforming manufacturing.
- Avio’s plan to meet the US’ solid rocket motors demand CEO James Syring discusses how the Italy-based defense entity’s U.S. subsidiary aims to address the Pentagon’s call for more weapons systems and the workforce needed to make them.
- Alcoa plans to sell part of its Massena East site for $315M The aluminum producer is also on track to complete its multibillion-dollar acquisition of South32’s assets in Australia, Brazil and South Africa.
- Manufacturing tech orders hit 3rd-highest monthly total: AMT Additionally, Caterpillar, Hewlett Packard Enterprise and others announced workforce and facility investments this week.
- Campbell’s funds new advanced manufacturing training program in Milwaukee The soup maker invested $500,000 toward developing a 15-week curriculum with nonprofit Per Scholas and backing the inaugural cohort of 25 trainees when the initiative begins in 2027.
- Applied Materials opens $5B semiconductor innovation center The EPIC Center is the world’s largest semiconductor equipment and process technology research and development facility, the company said. The facility will be located in Sunnyvale, California.
- Nestlé to spend additional $1B on manufacturing operations in Mexico The pledge builds on the Nescafé maker’s $1 billion investment it announced in 2025 that included expanding its Maggi factory production and increasing its Veracruz facility’s output.
- What manufacturing plant managers think of the AI and automation boom Although most manufacturers have experimented in some capacity, not all have yet realized a good return on their investment. Leads from Pella, Hexion and other companies weigh in.
- Micron pledges $50M to support DOE’s Genesis Mission The chipmaker plans to spend the money over five years to support the U.S. Department of Energy’s Genesis Mission Graduate Fellowship Pilot Program and related research initiatives, including in areas like artificial intelligence.
- GlobalFoundries building $21B New York fabs under US-Japan trade deal The multibillion-dollar agreement will accelerate U.S. semiconductor manufacturing, strengthen critical supply chains and support growing automotive and industrial demand, GlobalFoundries said.
- Raytheon secures 2 Pentagon contracts worth $30.7B combined The agreements will boost production of Standard Missile-3 Block IB and Standard Missile-6 interceptors at the RTX subsidiary’s Alabama and Arizona facilities.
- GSK to invest $800M in Pennsylvania expansion The biopharmaceutical maker plans to establish a manufacturing hub with a quality control lab and plant for technology and process development. It is expected to create 300 jobs.
- Northrop Grumman, Air Force start on $4.5B facility expansion With cash from the One Big Beautiful Bill, the California build will add more than 1 million square feet to produce B-21 Raider machines.
- Do you need a chief manufacturing officer? Some companies, government agencies and trade groups have invested in the role, but experts say scaling it remains challenging. Two people who have held the title weigh in on the value of a CMO.
- JE Dunn-Alberici JV breaks ground on $3.2B Texas shipyard The greenfield shipyard built for military contractor Saronic is the first in the U.S. since World War II, according to the construction joint venture.
- When agentic AI moves from the cloud to the factory floor The factory floor is becoming the AI frontier—and the cloud may be too slow to keep up.
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