Dutch Manufacturing Set for a Faster Rebound Than Its Eurozone Peers

Dutch manufacturing is poised for a 2026 rebound, driven by demand for chipmaking equipment and infrastructure spending. Despite global headwinds, the sector is outperforming broader Eurozone peers.

Key Takeaways

• 1.Dutch manufacturing is expected to return to growth in 2026, outperforming the broader Eurozone.
• 2.Increased demand for chipmaking equipment, along with defence and infrastructure spending, are primary growth drivers.
• 3.The sector faces a widening divide where semiconductor and defence-related industries outperform energy-intensive basic industries.

Table of Contents

• Manufacturing production to return to growth in 2026 after a disappointing 2025
• Stronger demand for chipmaking equipment, temporary inventory build-up and less Chinese competition
• The Netherlands stands out from other eurozone countries
• The US and China are no longer strong growth markets
• Price increases are only modestly weighing on demand
• More positive on orders and inventories, but the divide is widening
• EU leaders are walking a fine line in tackling cheap imports from China

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