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Market Analysis

U.S. Chip Investment Unlocks Market Potential in Distribution

Backed by U.S. investment in semiconductor fabrication, billions are being injected into large-scale construction projects. Could building materials and MRO distributors benefit? Our Logistics Liaison explores.

January 30, 2025

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Welcome to the Logistics Liaison, a monthly briefing on the top supply chain issues in wholesale distribution. I’m Vesna Brajkovic, Senior Editor at MDM and a former transportation reporter. Each month, I’ll dive into a logistics/transportation topic and dip into my industry contacts to help break down how it affects your business. This month: semiconductors.

There's a supply chain surge in the U.S. semiconductor industry, fueled by billions of dollars of investment aimed at boosting domestic chip production.

Intel officials have said

the company expects to invest nearly $90 billion in U.S.…

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