{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Manufacturing Hub","title":"Ep. 267 - Ujjwal Kumar of Siemens on Deglobalization, Reshoring, and Adaptive Manufacturing","html":"","width":"100%","height":180,"duration":3743,"description":"Deglobalization is rewriting where factories get built, and Ujjwal Kumar of Siemens explains what has to change on the plant floor before reshoring actually works.\nFor thirty years the manufacturing playbook was labor arbitrage. Move high volume, low mix production to wherever disciplined labor was cheapest, then ship it back. Ujjwal Kumar, President of Automation for Siemens Digital Industries in the Americas, argues that model has quietly stopped making sense. Demand has fragmented into high mix, lower volume, regionally specific production, and the factories in Suzhou running on robots and autonomous systems no longer carry a cost advantage over the same operation in Chicago. When the labor content collapses, the business case for distance collapses with it. That single shift explains more about the current reshoring wave than any tariff headline.\nThe trigger was not one event. Supply chain disruption after COVID proved that geographic proximity to supply was a profitability advantage, not a nice to have. Then came the political shock: vaccine access turned out to be governed by country of citizenship rather than global distribution, and leaders across every region started sorting industries into a folder marked critical. That folder now holds semiconductors, steel, power generation, defense, space, and life sciences. Ujjwal walks through where the money is actually landing right now, including AI data centers in remote locations that demand autonomous and remote operations, power generation across fossil, renewable, nuclear, and hydro, and a level of greenfield life sciences investment in the United States he has not seen in decades. The life sciences point is the sharpest one in the episode. Drug manufacturing left as mass produced batch operations and is returning as cell and gene therapy, personalized medicine, and precision biologics, which means lot sizes of one and R&D sitting physically next to production. The design it here, build it there model...","thumbnail_url":"https://img.transistorcdn.com/yoKAvzBXZ3YjQTekFk7KFGXeuwJ29WgXvop3dVEfhLs/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE3MjEzLzE2MDk0/MzA1OTgtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}