Strait of Hormuz Enters Active Crisis: Five Ships Hit, Traffic Collapses, Tanker Markets Brace for Historic Shock https://t.co/QozOvFyHte
Why this technology is so essential for multi-die assemblies, and how it can be improved. https://t.co/dYLFJAgBBD #hybridbonding #semiconductor #HBM #3DDRAM #advancedpackaging #3DNAND

"US manufacturing expanded in February but input prices soared at the fastest pace since 2022, stoking fears of an inflation resurgence even before this weekend’s attacks on Iran." https://t.co/eB5YwfWkhb https://t.co/qeDvw5frvv
Some focus given to ISM Manufacturing Prices back in 70. In my opinion very misleading for now (and solely based on energy). But the jury is obviously out. I expect a couple of incredibly soft CPI reports coming up.
Trump. Uncertainty. Disruption. No equilibrium. What would that mean to trade, supply chains, and logistics?
Russian rail freight. Drops. Sign of economy. Exports. Russian Railway. Large employer. What comes next? For economy. For Ukraine war.

ISM prices surged by 11.5 pts to 70.5, highest since Jun 2022. ISM said higher px for steel & alumin drove px index. That is unsurprising & has been evident in PPI data since Liberation Day. For manufacturers, the cost...
Tanker demand. To rise for alternative suppliers for Asia. Tanker rates were high before the war. And now…

Memory shortage reported back to back months in the ISM Manufacturing Survey. I suspect this will be with us for a while.... https://t.co/RUpjKtiOJ6

YoY truckload volumes, by mode: Flatbed +61% Reefer +17% Van +3% Flatbed volumes are at all time highs, led by manufacturing and heavy industry, not housing https://t.co/qst2cb1rhu
Suez Canal transits. By vessel types. Will the next one show the impact of the US-Iran war?
March 2, 2026 Economic Events : 0945 – S&P Global Manufacturing PMI (Feb): Exp 51.2 | Prior 51.2 1000 – ISM Manufacturing PMI (Feb): Exp 51.7 | Prior 52.6 1000 – ISM Manufacturing Prices: Exp 60.6 | Prior 59.0 1130 – ATL Fed GDPNow (Q1):...

Had the opportunity last week to share my perspective with the top 200 leaders at $AMAT as they plan the next phase of chipmaking. These are the discussions that matter to me: real technology constraints, hard tradeoffs, and long-term industry impact,...
500.000 views 🎉 and I am truly overwhelmed. Thank you for every single view, comment and message 🙌 You can find the channel here 👉 https://lnkd.in/e_isrBGj I am incredibly happy that my videos reach so many people and help you...
EGA expands Leichtmetall in Hanover, boosting sorting and melting capacity for post-consumer scrap by 2028. https://www.metalnomist.com/2026/03/ega-leichtmetall-recycling-expansion.html
Trimet expands Essen with a new scrap hall, lifting Trimet aluminium recycling capacity by about 16,000 t/yr. https://www.metalnomist.com/2026/03/trimet-aluminium-recycling-capacity.html
#Technology #Newsletter #Semiconductor #Manufacturing #Chiplet NLOG-293 | Semiconductor And Beyond Newsletter | The Semiconductor State Of Chiplet: https://newsletter.chetanpatil.in/p/semiconductor-and-beyond-newsletter-293/
Print in 3D space. That is a fascinating look at non-planar 3D printing, specifically using a 6-axis motion system. Instead of the traditional "layer-by-layer" approach where the printer head only moves on a flat 2D plane X and Y before...
Join our conversation on revitalizing the US manufacturing industry with 𝐌𝐢𝐤𝐞 𝐏𝐚𝐲𝐧𝐞! Stream now: 🔗 https://t.co/aAuD37nCVV 📽️ https://t.co/vDhYvaPyHB 🔗 https://t.co/DmYp21NDA3 #SkillsGap #ProductivityGap #ManufacturingJobs #WorkforceDevelopment #Reshoring https://t.co/xZtbtIeUYz

Being a Demand Planner, I am trained to notice patterns, seasonality and cycles. To notice the root cause of those disrupting signals and what causes them, so I can get my forecasting model right and predict future events. Since January 20, 2025,...
Nextpower to supply steel frames for JinkoSolar’s Florida factory #energysky -- via pv magazine global: https://t.co/aFKhKfYdkM
BMW Brings Humanoid Robots Into Real Car Production – Physical AI Is Here https://t.co/30rtWebkvi via @YouTube #BMW #car #manufacturing #humanoidtech #humanoid #robot #Robotics #AI #TechRevolution #TechInnovation #ArtificialInteligence @AlbertoEMachado @Eli_Krumova @postoff25 @Khulood_Almani @anand_narang @NutritiousMind @baski_LA @TanyaSinha_ @devaang @AlAmadi1 @jeancayeux @enilev @efipm @mvollmer1...

Construction Spending on Data Centers, Factories, Powerplants, and Office Buildings: Boom, Bust, and in Between. Despite the hoopla about data centers, spending on factory construction was five times larger https://t.co/rBJr9DUgSX https://t.co/OyvbCGaHrk
5% of US maufacturing is related to defense production. Today is a good day for truckers.
Strait of Hormuz. Closed. The ‘crisis’ will be defined by the length of the war and by risk. Oil supply. Maritime and cargo insurance. Houthis. Freight rates.
Global giant Tata Steel is using a heat battery to curb emissions #energysky -- via Canary Media: https://t.co/2fnqQgr8Lq

Brands disappear due to supply chain or data blind spots. We use Priority aiERP to revive missed brands with AI demand prediction and manufacturing optimization. Follow our Page for updates. Book a meeting: https://t.co/ZsEwnG4p2n https://t.co/ZJquSTPaww

The most meaningful improvements I’ve seen didn’t come from massive investments or shiny new tools. They came from someone brave enough to keep asking why. 👇 Curious—what’s a process in your world that could use a few more “why’s”? #MachineShopTechTalk #Manufacturing https://t.co/usCUdPqyJ8
US Navy says it can't protect all merchant ships in Persian Gulf. Oil majors just suspended shipments through Hormuz, 21M barrels/day at risk. Maritime risk. https://t.co/TylGxcJUhz

Germany’s manufacturing capacity utilization is only running at 77.5% in January. Its long-term average since 1991 is 83.2%. GERMANY’S GREEN MADNESS & SANCTIONS AGAINST RUSSIA ARE A DEADLY ONE - TWO PUNCH. https://t.co/S87Xs4GTJY
EU proposes CBAM treatment for pre-consumer aluminium and steel scrap to curb circumvention and boost traceability. https://www.metalnomist.com/2026/02/eu-cbam-pre-consumer-scrap-proposal.html
Trump has to stop reading charts upside down. Factory construction is down around 13% after adjusting for inflation. https://t.co/YNFjjiLWfV That's only a boom in Trump's skull.
UPS . Layoff of 78,000 employees. There had better be more to this. Is it strategic? Stave off a dark cloud? A significant restructuring? Redefining itself? To? Why—the back story?
Red Sea Comeback Falters as Maersk Diverts Ships Back Around Cape. Throw in the chance of a US war with Iran. Their Houthi friends. And staying with the longer transit and what that means to container line rates and excess...
A “serious and responsible discussion” would start with the data, name the trade-offs, and propose fixes. Magical thinking isn’t a program; it’s an alibi. https://t.co/wtjQL4ly9p
The world's smallest industrial robot arm Built for sub-micrometer precision. Here’s a behind-the-scenes look at how to control what is likely the world’s smallest and most precise industrial robot arm using custom software. The stack includes online and offline programming...
Exclusive: GKN cancels plans for magnet factory in setback for Europe's rare earths plans https://t.co/KLadnSKxvw
Latest: Rapidus’ new $1.7B infusion; Intel & UMC exec moves; faster EUV; $100B GPU deal; Arm-Tensor robocar; smartphone market decline; HBF; $1B in AI chip funding; mCFET study; 1T1C 3D DRAM; automotive edge; chip industry earnings...https://t.co/rjAKYW2Kxa

#Technology #Thread #Semiconductor #Manufacturing #Chiplet The Semiconductor Let Us Explore Chiplet State: 1/ - Chiplets Are Redefining How Modern Semiconductor Systems Are Architected. - Instead Of Building One Large Monolithic Die, The Industry Is Moving Toward Modular Integration To Improve Flexibility And Scalability.

The performance of almost every physical part is a combination of a Shape factor and a Material factor. Maximizing both makes for the best part. True across mechanical structures, heat transfer, electrical design, even industrial design. https://t.co/F1lJ3dZlya
Discover the world of used machinery sales with 𝐍𝐨𝐚𝐡 𝐆𝐫𝐚𝐟𝐟, a seasoned expert in used machinery and host of 𝐒𝐰𝐚𝐫𝐟𝐜𝐚𝐬𝐭! Stream now: 🔗 https://t.co/2CnEZKK8BY 📽️ https://t.co/LgvpTRWoMQ 🔗 https://t.co/DmYp21NDA3 #Manufacturing #UsedMachinery https://t.co/gir47VFgcZ

I have zero doubt that we are seeing manufacturing starting to rip. Flatbed is naturally the first mode to signal it, as flatbeds haul heavy industrial raw materials. We talked about greenshoots a few weeks ago, and it was exciting, but...
A while ago I sat down with Greg Perry, Senior Capacity Assurance Consultant at Excelix, behind microphones, to record an in-depth podcast, to gain valuable insights into the world of maintenance and reliability.. click to press PLAY and tune-in now.. https://t.co/egsCmIjFGs
"When the dollar falls in value... it takes more of our dollars to buy stuff from abroad." That’s the basic math of a weaker currency: imports cost more, and so do the everyday items with imported parts. The upside is...

When industrial companies were rewarded by the stock market for moving production to China, it was like a starting gun going off for jobs moving to China. Fade calls that AI will not be that disruptive to white collar jobs; the...
We're holding an XB-1 and Boom Manufacturing Open House Thursday March 5th at our Denver manufacturing HQ. Meet the team, see the jet that made history, and tour our engine R&D shop. If you'd like an invitation fill out the form👇

We are digging into the Number #1 overlooked problem in Manufacturing today in North America. Stream now: 🔗 https://t.co/Xg07jrZJ0Y 📽️ https://t.co/4kW0s2lFun 🔗 https://t.co/DmYp21NDA3 https://t.co/bHdNCNIzwg
Lower tariff by US on Chinese goods. What will it mean to import supply chains? And to logistics? Especially container lines? A lot? Or not? Given soft CNY. @Lingling_Wei
Trust the process, Dominic. These things take time. I mean, it took almost a CENTURY for protectionism to destroy the US shipbuilding industry. 😏
I will be on Fox Business' Making Money Today with Charles Payne at 2:25 ET today to discuss the current state of freight and manufacturing renaissance that we are seeing early signs for.