Manufacturing Social Media and Updates

US Growth Rides on Fragile TSMC Dependence
SocialApr 18, 2026

US Growth Rides on Fragile TSMC Dependence

With robust resilient global supply chains, American growth has seen record gains, including with 90 percent dependence on TSMC for advanced node production. No one explains how much manufacturing will strengthen the economy and at what cost, economics matter....

By Paul Triolo
Intel's Packaging Wins Set Stage for Wafer Deals
SocialApr 18, 2026

Intel's Packaging Wins Set Stage for Wafer Deals

Intel has made great strides. I was one of the only analysts that gave them a shot when the company had been written off for dead by most. They’re definitively getting advanced packaging from big XPU players. I called this...

By Patrick Moorhead
Direct Shipping Partners Decline, Prompting Fluid Supply Chains
SocialApr 18, 2026

Direct Shipping Partners Decline, Prompting Fluid Supply Chains

This may be mapping the past. As global mistrust moves to trade supply chain fragmentation. Is a new, fluid supply chain needed?

By Tom Craig
Roll‑to‑Roll System Prints 300 Visible Metalenses per Second
SocialApr 18, 2026

Roll‑to‑Roll System Prints 300 Visible Metalenses per Second

A fully automated roll-to-roll platform now enables the production of 300 visible metalenses per second, overcoming key manufacturing barriers and advancing the scalable commercialization of flat optics for next-generation photonic devices. metasurfaces

By Phys.org Threads
Safran Stockpiles Rare Earths, Invests in Casting for Engine Growth
SocialApr 18, 2026

Safran Stockpiles Rare Earths, Invests in Casting for Engine Growth

Safran is building rare earth stocks and investing in casting to protect engine production growth. https://www.metalnomist.com/2026/04/safran-rare-earth-stockpiling-adds.html

By The Metalnomist
High‑tech Manufacturing Drives over Half of Industrial Profit
SocialApr 18, 2026

High‑tech Manufacturing Drives over Half of Industrial Profit

People's Daily: "Although high-tech manufacturing accounts for less than 20% of total industrial output, it contributed 32.6% to overall industrial growth. Data for January and February showed that it accounted for 51.8% of total industrial profits." https://t.co/iazDjkrddR

By Michael Pettis
Toyo Targets Texas to Build Policy‑Proof Energy Supply Chain
SocialApr 18, 2026

Toyo Targets Texas to Build Policy‑Proof Energy Supply Chain

Toyo centres US efforts in Texas as it looks to build policy-proof supply chain #energysky -- via pv-tech: https://t.co/zAmfCJK0Da

By Tor “SolarFred” Valenza
Semiconductor Roadmaps Align Industry on Future Scaling
SocialApr 18, 2026

Semiconductor Roadmaps Align Industry on Future Scaling

#Technology #Thread #Semiconductor #Manufacturing #Roadmaps The Semiconductor Let Us Explore Roadmaps: 1/ - Semiconductor Roadmaps Define The Long-Term Direction Of Technology, Manufacturing, And System Innovation. - They Align Industry Players On Scaling Challenges, Investment Priorities, And Ecosystem Evolution

By Chetan Arvind Patil
Vertically Integrate for a Clean Supply Chain
SocialApr 18, 2026

Vertically Integrate for a Clean Supply Chain

the best way to make sure your supply chain is clean is to vertically integrate

By Whole Mars Catalog
Supply Chains Remain Stuck in Transit Despite Peace
SocialApr 18, 2026

Supply Chains Remain Stuck in Transit Despite Peace

Supply chains are like ordering from the slowest online retailer on Earth: even after peace breaks out, the package still says, "in transit." https://t.co/54spIimiws

By Justin Wolfers
Tesla Semi Launches New Site Ahead of Mass Production
SocialApr 17, 2026

Tesla Semi Launches New Site Ahead of Mass Production

Tesla Semi has a new website https://t.co/kqEvfHlLjX This beast is about to start mass production

By Jaan
US March Industrial Production Slumps, Tariff Boost Still Elusive
SocialApr 17, 2026

US March Industrial Production Slumps, Tariff Boost Still Elusive

"US Industrial Production Fell in March in Broad Decline" https://t.co/aq4xd1Vgvn Still waiting for that tariff boom.... https://t.co/LS9R23Crm0

By Scott Lincicome
Robotics Streamline Warehouse Automation for Faster Operations
SocialApr 17, 2026

Robotics Streamline Warehouse Automation for Faster Operations

How to #Automate Your #Warehouse with #Robotics by @antgrasso #Robots #RPA #ArtificialIntelligence #Innovation #Technology https://t.co/LYCHsW7agp

By Ron van Loon
Modern Assembly Lines Are Too Specialized for Model Swaps
SocialApr 17, 2026

Modern Assembly Lines Are Too Specialized for Model Swaps

This isn’t 1942. These lines are heavily specialized. An F-150 line can only build F-150s or a vehicle of similar size and wheelbase

By Nathan Strang
Gulf Oil Damage Means Two-Year Recovery Even if Strait Reopens
SocialApr 17, 2026

Gulf Oil Damage Means Two-Year Recovery Even if Strait Reopens

My view on @cgtnamerica on the long-term impacts of the Strait of Hormuz closure: "The fallout from the Gulf situation will cast its shadow for a while. 80 petroleum & refining facilities have been damaged. Even if the Strait opens tomorrow,...

By Steve Hanke
Real‑time Visibility Boosts Supply Chain Resilience and Service
SocialApr 17, 2026

Real‑time Visibility Boosts Supply Chain Resilience and Service

Supply chain visibility = resilience. In disruption situations, 72% reported lacking real-time visibility to resolve issues quickly. One case improved service from 60% range into 90% range by tightening visibility routines + integrating SIOP. https://t.co/oa0MV3MUI0 https://t.co/vHalf9M9wD

By Lisa Anderson
Maersk Urges Risk Assessment over Strait Endorsement
SocialApr 17, 2026

Maersk Urges Risk Assessment over Strait Endorsement

Maersk: The Strait. Not a ringing endorsement. Instead talk risk evaluation. Reality meets what the two sides say.

By Tom Craig
China's Robotic Beasts Blend Engineering with Imagination
SocialApr 17, 2026

China's Robotic Beasts Blend Engineering with Imagination

Engineering Meets Imagination: China’s #Robotic Beasts Take Shape by @China_Fact #Robotics #MachineLearning #ArtificialIntelligence #ML https://t.co/wgddqXvbDj

By Ron van Loon
Scaling Bio‑Products: Funding, Forecasting, and Partnerships
SocialApr 17, 2026

Scaling Bio‑Products: Funding, Forecasting, and Partnerships

Getting from pilot plant to commercial scale is where most bio-based products die. The science works. The economics don't. Or the capital isn't there. Or the supply chain can't handle the volume. This session at @SynBioBeta 2026 brings together people who've actually...

By John Cumbers
Kiwa PVEL Revises Testing to Curb Solar Failures
SocialApr 17, 2026

Kiwa PVEL Revises Testing to Curb Solar Failures

Kiwa PVEL updates solar module testing protocols to address field failures #energysky -- via pv magazine usa: https://t.co/DcofZeEPv1

By Tor “SolarFred” Valenza
Pentagon Partners with Automakers to Boost Weapons Output
SocialApr 17, 2026

Pentagon Partners with Automakers to Boost Weapons Output

The WSJ reports that Pentagon officials have held talks with Ford, GE Aerospace, Oshkosh, and General Motors to INCREASE production of munitions and weapons. In the US, the military-industrial complex runs the show. https://t.co/0uzkM2NGmE

By Steve Hanke
Tariffs and Conflict Reveal Hidden Supply Chain Risks
SocialApr 17, 2026

Tariffs and Conflict Reveal Hidden Supply Chain Risks

"U.S. aluminum tariffs and the Iran war—a case study in unintended supply chain vulnerability" https://t.co/UuDRjms7S6 https://t.co/oZgTAVHOS4

By Scott Lincicome
Revo 3 Bridges Demo‑to‑Real Gap with 21‑DOF Dexterous Hand
SocialApr 17, 2026

Revo 3 Bridges Demo‑to‑Real Gap with 21‑DOF Dexterous Hand

Most robotic systems perform well in demos but struggle in real-world deployment. BrainCo Revo 3 is designed to close that gap. With 21 active degrees of freedom supporting complex manipulation, it also offers 12-80V wide voltage compatibilityt, multiple communication protocols, and seamless integration...

By Hasan Toor
World Faces Challenge Absorbing China's Battery Boom
SocialApr 17, 2026

World Faces Challenge Absorbing China's Battery Boom

Can the world absorb what China's battery industry is building?. Read more and sign up to my newsletter here: https://t.co/EN15ZiyZDd https://t.co/SWx3eqNS0l

By Henry Sanderson
Thyssenkrupp Q1 Net Loss Driven by Steel Restructuring
SocialApr 17, 2026

Thyssenkrupp Q1 Net Loss Driven by Steel Restructuring

Thyssenkrupp posted a first-quarter net loss as Steel Europe restructuring costs and weak demand hit results. https://www.metalnomist.com/2026/04/thyssenkrupp-steel-restructuring.html

By The Metalnomist
Canada Launches First Commercial Lithium Refinery, Diversifying Feedstock
SocialApr 17, 2026

Canada Launches First Commercial Lithium Refinery, Diversifying Feedstock

A jack of all trades feedstock solution it seems. What could go wrong? Canada opens first commercial lithium refinery https://t.co/mSSZBmGgsm

By Haplo
Robotic 3D Printing Crafts 12‑Meter Ship Hull
SocialApr 17, 2026

Robotic 3D Printing Crafts 12‑Meter Ship Hull

Robotic #3D Printing Revolutionizes Shipbuilding with 12-Meter Hull Demo by @lukas_m_ziegler #3Dprinted #Technology #Innovation #EmergingTech #TechForGood https://t.co/BRUyMndjr8

By Ron van Loon
Gigantic Robotic Hand L
SocialApr 16, 2026

Gigantic Robotic Hand L

I visited RealHand office today in Palo Alto - this hand was *gigantic* and showed nice dexterity during teleop. Hands can lift 50kg and range from $1.5k - $20k depending on complexity and sensors. https://realhand.com

By Philip Fung
Strait of Hormuz Tensions Threaten Food Supply Chain
SocialApr 16, 2026

Strait of Hormuz Tensions Threaten Food Supply Chain

Lisa Anderson quoted in ConfectioneryNews: Strait of Hormuz disruption is escalating into a food supply chain issue - watch tier-2/tier-3 dependencies (ingredients, packaging, logistics). https://t.co/EvyHNyYObG #SupplyChain #FoodAndBeverage #RiskManagement

By Lisa Anderson
Boeing Adds 100+ Workers Weekly to Ramp Production
SocialApr 16, 2026

Boeing Adds 100+ Workers Weekly to Ramp Production

Boeing hiring more than 100 factory workers a week to boost output, replace retirees https://t.co/vAInvCnHXf

By Jamie Freed
Army Boosts Apache Counter‑Drone Ammo Production Five‑Fold
SocialApr 16, 2026

Army Boosts Apache Counter‑Drone Ammo Production Five‑Fold

Production Of AH-64 Apache’s New Counter-Drone Cannon Shell Ammunition Ramping-Up The Army anticipates a five-fold increase in procurement of the XM1225 APEX ammo. https://t.co/eABBd8PWdH

By Tyler Rogoway
Bambu Adds Multi‑filament Color Printing, Credits OrcaSlicer‑FullSpectrum
SocialApr 16, 2026

Bambu Adds Multi‑filament Color Printing, Credits OrcaSlicer‑FullSpectrum

Bambu updates its 3D printers to print unique hues or gradients using two or three filaments — company acknowledges OrcaSlicer-FullSpectrum fork as the basis for the color prediction part of the new feature https://t.co/ZxRNv9TNgQ

By Anj Bryant
Tariffs Drive Steel Producers' Q1 Earnings Surge
SocialApr 16, 2026

Tariffs Drive Steel Producers' Q1 Earnings Surge

Yay, tariffs: "Steel producers tease Q1 earnings surge, citing higher prices" https://t.co/gTHXOvmfrG “The domestic producers don’t [have to pay a tariff], meaning if all steel prices rise, that a lot of that flows to the bottom line for them"

By Scott Lincicome
Physical Production Lags While Markets Adjust Instantly
SocialApr 16, 2026

Physical Production Lags While Markets Adjust Instantly

"If your local bakery loses one of its ovens, the whole neighborhood ends up having to get by with less bread." ⁣ ⁣ That's the whole game. Markets can calm fast; physical production can't. https://t.co/62mri1raCe

By Justin Wolfers
Intel Nears ATH; Terafab Deal May Redefine Foundry Landscape
SocialApr 16, 2026

Intel Nears ATH; Terafab Deal May Redefine Foundry Landscape

Intel ~9 % away from ATH. I also think the terafab deal may be more consequential in many respects than is realized today. Wait until you see my foundry model :)

By Ben Bajarin
Vulcan AI Controller Keeps Robot Stable After Actuator Loss
SocialApr 16, 2026

Vulcan AI Controller Keeps Robot Stable After Actuator Loss

Introducing Vulcan - a new Al robot controller This is an important safety feature that allows F.03 to lose up to 3 actuators in the lower body and still hobble around without falling Check it out https://t.co/g8YpYfWajw

By Brett Adcock
Europe Turns to Canadian LNG Amid Iran Conflict
SocialApr 16, 2026

Europe Turns to Canadian LNG Amid Iran Conflict

Europe Eyes Canada LNG as Iran War Rewires Energy Routes. If & when, Hormuz reopens, how much business will Canada retain. Supplier diversification and supply chain risk mitigation. A lesson leaned? https://t.co/WXCrXRH8SW

By Tom Craig
Tesla's “Hammer Down” Signals Semi Production Start
SocialApr 16, 2026

Tesla's “Hammer Down” Signals Semi Production Start

Does "Hammer down" mean Tesla is done with Semi prototype runs and starts mass production?

By Jaan
Edge Computing Slashes Latency, Boosts Safety and Bandwidth Efficiency
SocialApr 16, 2026

Edge Computing Slashes Latency, Boosts Safety and Bandwidth Efficiency

Edge computing cuts latency by processing data near its source, at the device. Services in factories and mobility push teams to deploy local intelligence, since milliseconds affect safety and uptime, and local processing trims bandwidth spend. Microblog by @antgrasso https://t.co/rCMiEIRtCQ

By Antonio Grasso
Cheaper U.S. Natural Gas Cuts Manufacturing Costs, Boosts Competitiveness
SocialApr 16, 2026

Cheaper U.S. Natural Gas Cuts Manufacturing Costs, Boosts Competitiveness

38% of manufacturing costs come from energy and in America that energy is natural gas. Natgas continues to get cheaper, boosting American industrial competitiveness https://t.co/G3XH3E1afH

By Craig Fuller
Lexington Workers Build America's Future Train Infrastructure
SocialApr 16, 2026

Lexington Workers Build America's Future Train Infrastructure

🇺🇸 These are the hardworking people in Lexington, North Carolina building the future of trains in America. Here’s a look into the @siemens_mobility manufacturing facility. #paidpartnership with Siemens Mobility

By Ariel Viera (Urbanist)
Optionality Turns Warehouse Execution From Fragile to Resilient
SocialApr 16, 2026

Optionality Turns Warehouse Execution From Fragile to Resilient

Most companies think their warehouse execution is optimized. But they break under changing conditions – daily operations these days. Good breakdown from @TompkinsVentures on how optionality supercharges your WMS. https://t.co/DXNL1gMLtq #WarehouseExecution #Logistics https://t.co/I8tZUUS61n

By Jim Tompkins
Idaho Antimony Plant Boosts U.S. Defense Supply Chain
SocialApr 16, 2026

Idaho Antimony Plant Boosts U.S. Defense Supply Chain

USAC and Americas plan an Idaho antimony processing plant to strengthen North American supply and defense access. https://www.metalnomist.com/2026/04/us-antimony-processing-plant-in-idaho.html

By The Metalnomist
Early Terafab Supplier Talks Reveal Near‑Term Pilot Plans
SocialApr 16, 2026

Early Terafab Supplier Talks Reveal Near‑Term Pilot Plans

New and detailed report on early Terafab talks with key suppliers and some of details of near term ambitions for pilot line. With colleagues in Asia 👇

By Ed Ludlow
Hormuz Crisis Drives 3‑5% Rise in Indian Luxury Construction
SocialApr 16, 2026

Hormuz Crisis Drives 3‑5% Rise in Indian Luxury Construction

Strait of Hormuz Crisis Threatens Luxury Housing in India. Developers are worried about delayed imports of key materials like aluminium, steel, Italian marble, and tiles. This is causing higher costs and possible delays in construction. Prices of these imported materials have already...

By Yogesh Mantri
Supply‑Chain Position Determines Winners in War‑Driven Market
SocialApr 16, 2026

Supply‑Chain Position Determines Winners in War‑Driven Market

While one Malaysian manufacturer collapsed and closed in 15 days (that’s yesterday), another is having its best year. Same war. Completely different outcome. The difference is which side of the supply chain you sit on.

By David Chuah
EU Law Threatens British Car Makers, $94bn Trade
SocialApr 15, 2026

EU Law Threatens British Car Makers, $94bn Trade

The EU should urgently adjust a proposed law that will discriminate against British automobile manufacturers and undermine $94 billion of annual trade, according to a trade group https://t.co/XnG2unYGQg

By Vox – Climate
Magnetic Tech Could Unlock Australia's Green Steel Future
SocialApr 15, 2026

Magnetic Tech Could Unlock Australia's Green Steel Future

Australian company says its magnetic technology could be key to its green steel ambitions #energysky -- via Renew Economy: https://t.co/PbUCPGhuS5

By Tor “SolarFred” Valenza
Canada’s Edge: Integrating Batteries Beats China’s Production
SocialApr 15, 2026

Canada’s Edge: Integrating Batteries Beats China’s Production

How Canada Can Beat China in the Battery Battle China won manufacturing. But the next round is about integrating batteries into systems. And that could be where Canada really shines. #cdnpoli #batteries https://markhamhislop.substack.com/p/how-canada-can-beat-china-in-the

By Markham Hislop