AI Data Insight
In the latest period of 2026 (Q3 2026), the U.S. ISM Manufacturing New Orders Index rose to 56.7, outperforming the previous value of 56.0, indicating continued robust market demand. The overall manufacturing PMI climbed to 55.6, exceeding the market consensus estimate of 54.0, mainly benefiting from AI-related capital expenditures and a wave of front-loading orders driven by geopolitical risks. Although price pressures and supply chain delays have emerged, low baseline inventories continue to provide support for subsequent production.