AI Data Insight
The latest data shows that in the first month of Q3 2026, the US ISM Manufacturing Supplier Deliveries Index climbed to 58.9, higher than the previous reading of 57.4, marking the eighth consecutive month of slowing deliveries. Benefiting from the AI investment boom and companies' defensive advance inventory pulling, the overall manufacturing PMI hit an over four-year high, and tight supply chain conditions are likely to persist in the short term.