AI Data Insight
In June 2026, the US ISM Manufacturing Customers' Inventories Index dropped to 42.3 from the previous value of 42.7, continuing its "too low" contractionary state. Although the overall pace of manufacturing expansion slowed slightly, the depletion of customers' inventories will support future restocking and production demand. Analysts expect that, amid the interplay of AI demand and geopolitical volatility, inventory replenishment will become a key driver for US manufacturing growth in the second half of the year.