Global Factory Activity Gains Momentum as AI Spending Drives Stronger Semiconductor, Capital Equipment and Manufacturing Demand Across Europe and Asia
· Source: sphericalinsights.com
In short
Manufacturing activity strengthened in Europe and Asia in September 2026 due to increased AI-related investments driving demand for semiconductors, machinery, and capital goods. Despite rising energy and input costs posing challenges, this momentum is supporting broader industrial production and supply chains, especially in technology and industrial manufacturing sectors.
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In the issue of week 40, 2026: Supply Chain AI Advances, but Data, Governance and Capacity Set the Pace
Tags: semiconductors, capital goods, manufacturing, AI infrastructure, supply chain, investment