Japanese Glassmakers Pivot to AI Chip Substrates
Japan glassmakers Asahi Kasei, AGC retool to ride surging AI chip demand Glass cloth, high-end substrates replace conventional products https://t.co/zHaNaxaWTa via @NikkeiAsia
Promised Jobs Lag; Most Face Rising Prices
"Those jobs and factories haven’t materialized, at least on the grand scale the president and his top advisers have promised." "Even if... there are some sectors that have positive employment effects, the effect for most people is going to be higher...
Nexchip Seeks Hong Kong IPO to Boost Chip Output
China’s No 3 foundry Nexchip files for Hong Kong listing to scale output Wave of Chinese tech listings builds in Hong Kong as semiconductor groups plan expansion to meet domestic demand... https://t.co/rcA6r9CkE2 via @scmpnews
US Manufacturing Expands Moderately, ISM Index Hits 52.7
U.S. MANUFACTURERS reported a moderate expansion of business activity for the third month running in March. The Institute for Supply Management’s manufacturing index edged up to 52.7 (50th percentile for all months since 2000). The index has been above the...
Chinese Solar Makers Raise Prices, Market Remains Stagnant
Yicai: "Leading Chinese manufacturers of solar modules have raised the prices of their products, as China is lifting the 9 percent rebates on the export value-added tax for photovoltaic products. However even as large manufacturers have raised prices, the market...
Foldable Homes Turn Housing Into Deployable, Scalable Solutions
Foldable houses used to sound like a futuristic concept. Now they’re becoming real. What makes them interesting isn’t just the design. It’s the shift in logic behind housing itself. A foldable house changes the equation: faster deployment, lower transport complexity, and more flexibility in where...
China's Rise: From Free Rider to Pharma Innovator
From free rider to innovator: How China became a global pharmaceutical powerhouse | @cepr_org https://t.co/PBOhOKKbHX
China's Solar Surge Powers the Next AI Race
𝗧𝗵𝗲 𝗻𝗲𝘅𝘁 𝗔𝗜 𝗿𝗮𝗰𝗲 𝘄𝗼𝗻’𝘁 𝗯𝗲 𝘄𝗼𝗻 𝗶𝗻 𝗺𝗼𝗱𝗲𝗹𝘀. 𝗜𝘁 𝘄𝗶𝗹𝗹 𝗯𝗲 𝘄𝗼𝗻 𝗶𝗻 𝗺𝗲𝗴𝗮𝘄𝗮𝘁𝘁𝘀. And right now, one country is moving faster than everyone else. China is not just “going green.” It’s building scale most economies can’t match. What stands out to me is...
China Leads Humanoid Robot Race; Standard Model at Stake
Humanoid robotics has shifted to China. Over 150 companies now compete, and Agibot alone shipped 5,100 units in 2025 for 39% global share. Startups like Galbot have raised $1B+ from backers tied to Stanford, Tsinghua, Meituan, and CATL. Manufacturing speed, AI talent, and...
Malaysia's EV Hub Dream Stalled by High Price Cap
Malaysia Wants to Be an EV Hub. But the Rules Say EVs Assembled Here Cannot Be Sold Here Below RM100,000.
Drones Reveal AI-Driven, Accelerating Defense Innovation Cycle
As much attention is now being paid to Iran's drone capabilities, I still think it's lost on most market participants the broader implications of that capability. It's something I dissect in depth in my new report on "Defense Innovation" (https://t.co/rRtYxEUTE9)....
Columbia Engineers Create Self‑Repairing, Self‑Upgrading Robots
Self-Repairing, Self-Upgrading #Robots Developed at Columbia #Engineering by @tweetciiiim #AI #Robotics #MachineLearning #ArtificialIntelligence #ML https://t.co/3ovnUfe9IR
Capex Drives Decade-Long Opex; Verification Adds Value
1/ new drop from @itsanhonour_ on the industrial resilience stack every dollar of capex incurs a multiple in opex over the next decade. the value is NOT in execution alone. it’s in the ability to verify what’s happening in a...
Manufacturing Grows Third Month Amid War, Tariff Concerns
"Manufacturing sector expands for third consecutive month, but war, tariffs cause worry" "In the last two months, the prices index has increased 19.3 percentage points to reach its highest level since... June 2022." https://t.co/eKASacTNPS https://t.co/rXk8eLwXeb
TSMC Steps in to Preempt Water Crisis
Helium, electricity, and now water. TSMC is jumping in to mitigate a problem before it becomes one. Exclusive details at Culpium https://t.co/mCHVC62aYq
US Data Center Growth Stalls Over Imported Equipment Shortage
Almost half of US data centers planned for 2026 are expected to be delayed or canceled. One big reason is the shortage of electrical equipment, such as transformers, switchgear and batteries. US doesn't have manufacturing capacity, forcing it to rely...
Hormuz Closure Threatens Helium, Driving up Chip Prices
The closure of the Strait of Hormuz is choking off about a third of the world’s global supply of helium. Helium is a critical input in semiconductor manufacturing used to cool chipmaking tools. LESS HELIUM = FEWER CHIPS = MORE EXPENSIVE CHIPS....
US Modules Launches Texas Solar Panel Assembly Plant
US Modules opens solar panel assembly plant in east-central Texas #energysky -- via Solar Power World: https://t.co/5vjljqcFwu
VR‑Controlled Humanoid Robot Safely Welds at Height
#VR-Controlled Bipedal Humanoid #Robot Performs High-Altitude Welding Tasks Safely by @BotKepler #Robotics #Innovation #EmergingTech #TechForGood #Technology https://t.co/BLab1fCqBn
Brokerage Shifts Amid Weak Demand and Tightening Capacity
Brokerage shifting — but demand still weak. In Talking Transports, @freightcaviar CEO Paul-Bernard Jaroslawski breaks down: • Capacity tightening from regulation • Broker vs. carrier tensions • AI vs. relationships • Cargo theft & offshore labor 🎧 Listen: Spotify: https://t.co/x8SmAONHvY Apple: https://t.co/ISB1RXSa8z https://t.co/eCb5WV066Z: https://t.co/YxgISwaIaW Bloomberg Terminal: https://t.co/XEutV8r55p
March Sets Record: More Robots Built Than Ever
March marked a milestone: more robots manufactured than in our whole history to date. Congrats to everyone at BotQ who manufacture F.03 robots, made in California. https://t.co/10e0D5mN5k
EV Factory Closures Expose U.S. Industrial Policy Failure
Today's @WSJ piece on now-empty US EV supplier factories, billions in EV-related writeoffs & cancelations, & numerous US localities stuck w/ vacant lots & big subsidy bills is a textbook case of US industrial policy uncertainty & failure, unintentionally summed...
North American Manufacturers Drive Global Economic Growth
Explore the vital role of North American manufacturers in the global economy with 𝐃𝐚𝐯𝐞 𝐂𝐚𝐩𝐤𝐨𝐯𝐢𝐭𝐳! Stream now: 🔗 https://t.co/jshOduiJqF 📽️ https://t.co/GDw99Z7LL1 🔗 https://t.co/DmYp21N5Kv #MachineShop #ManufacturingMatters #GlobalEconomy #EconomicGrowth https://t.co/hXZTyFG5zV
Linker Hand06 Delivers Human‑scale Precision in Robotics
Next-Level #Robotics: Linker Hand06 Brings Human-Scale Precision by @CyberRobooo #Robots #ArtificialIntelligence #Innovation #Technology #Tech https://t.co/BtTD0I1H72
Betting on EUV Before AI: Vision Over Hindsight
Hindsight is a luxury, but the biggest innovations are rarely obvious at the start. I sat down with former @ASMLcompany President Martin van den Brink to discuss how they bet the company on EUV technology long before the AI boom made...
US AI Ambitions Stalled by Electrical Parts Shortage
America's AI goals are running into a shortage of electrical parts needed to build and power massive data centers https://t.co/pXqrxtFOy0
RTX Engine Deliveries Surge in 2026 Amid Airbus Ramp‑Up
RTX engine deliveries are set to rise in 2026 as Airbus ramp-up shifts output toward new aircraft builds. https://www.metalnomist.com/2026/04/rtx-engine-deliveries-rise-as-airbus.html
Precise Prompts Unlock LLMs, but Engineers Remain Essential
Which LLM writes the best automation code? 🤖⚙️ I tested different large language models side by side with one clear goal: generate code for industrial automation 🧪 Setup: Same task Same conditions Different models 🔍 Tested models included: 👉 ChatGPT...
Robotic Hand Gets Skin‑Like Cover, Warmcore Tech
wrapping a robotic hand in skin, where have I seen this before Co: Warmcore Tech
TSMC to Mass‑Produce 3nm in Japan by 2028
TSMC to mass-produce 3nm in Japan by 2028 (15k wafers/mo). Macro: advances node capacity and onshoring. Risks: capex, execution, geopolitics. Trade: overweight semiconductor equipment. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Robotic Plastering Machine Automates Construction Wall Finishes
#Robotic Wall Plastering Machine Brings Automation to Construction by @gigadgets_ #EmergingTech #Innovation #TechForGood #Technology https://t.co/EFTR19x6GH
Perovskite Solar Cells Produced Without Costly Cleanrooms
Perovskite solar cells can be made without expensive cleanrooms #energysky -- via pv magazine global: https://t.co/tvnjNDXxGN
Force Chinese OEMs to US Production, Transfer IP
I think we should rip a page from the Chinese playbook and tell Chinese OEMs if they want to sell to American consumers, they must open up production in the US with an American OEM. As part of that arrangement,...
Spider‑Inspired Robot 3D‑Prints Buildings From Local Materials
Spider-Inspired #Robot #3D Prints Buildings Using On-Site Materials via @ZappyZappy7 #3Dprinted #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/6F1NxzmQpx
Tax Incentives Boost Industrial Activity, Freight Data Confirms
It makes sense that industrials have been ramping over the last few months. The One Big Beautiful Bill provided one of the biggest tax incentive packages in history to drive manufacturing investments. The freight data suggests it is working as...
Tesla Targets 100 GW U.S. Solar Capacity by 2028
Tesla advances plan to build 100 GW of U.S. PV manufacturing capacity by 2028 #energysky -- via pv magazine global: https://t.co/BLs5NqxfHH
APA Solar Expands Manufacturing Campus in Ohio
APA Solar expands manufacturing campus in Northwest Ohio #energysky -- via Solar Power World: https://t.co/LAbOEhlXCp
Vietnam Takes Assembly, China Still Supplies Parts
Shift from China to Vietnam. Talking about assembly of finished units. What about parts, assemblies, components, etc—the upstream supply chain? Do those still come from China?
US Industrial Production Flat, Not Soaring.
My friend Thematic Markets gets this wrong -- US industrial production (using the series that leaves out chips, which is still benefitting from Biden era policies) is flat not way up 1.x https://t.co/pYA4LZEt8F
Trust, Not Contracts, Makes TSMC Irreplaceable for Nvidia
No Contracts, No Problem: The Trust Behind NVIDIA and TSMC Huang highlighted two key reasons why TSMC is irreplaceable: Its ability to manage the conflicting and constantly shifting demands of hundreds of customers at a world-class level. Its creation of something...
Robots Streamline Warehouse Pick‑Pack‑Ship Operations
Robots are transforming warehouses by automating the retrieval of products. Whether moving items to a conveyor or delivering them directly, this tech streamlines the pick, pack, and ship process. #Robotics #Automation #Warehousing https://t.co/C8rw6DEz9O
Humanoid Robots Could Trigger Unprecedented Global Economic Boom
Humanoid robots at scale will unlock the largest economic boom the world has ever seen
China's Upstream Supply Chain: Vast, Complex, Multi‑Tiered
US customs. China shifts vs content. The reality of the upstream supply chain. Its size, complexity, and tiers of suppliers’ suppliers.
TCL to Produce Sony TVs Under New Bravia Inc JV
It's official: TCL will make Sony's future TVs in a new joint venture — say hello to 'Bravia, Inc' https://www.techradar.com/televisions/its-official-tcl-will-make-sonys-future-tvs-in-a-new-joint-venture-say-hello-to-bravia-inc
InfinityCranes Boost Space Efficiency in Industrial Lifting
Revolutionizing Industrial Lifting: InfinityCranes by CeiliX #Technology GmbH Maximizes Space and Efficiency by @IntEngineering #Innovation #EmergingTech #TechForGood https://t.co/8vkoBgYtrw
Massive KitKat Heist Highlights Freight Fraud Vulnerabilities
Cargo Thieves Make a Break with 413,793 KitKat Bars — And What It Says About Freight Fraud - https://t.co/K2QyxvQbCv @Nestle #KitKat #freightfraud #cargotheft #trucking #supplychain #logistics #riskmanagement
AI-Powered Sewing Machine Delivers Perfect Seams Instantly
This Machine Sews Perfect Seams in Seconds by @Fabriziobustama #Innovation #TechForGood #EmergingTech #Technology #Tech https://t.co/WpLqqjI0wm
AI Success Requires Building an Operating System, Not a Factory
With AI, most companies think they bought a factory. They’re still swinging a hammer. That’s Level 1. The companies pulling away in speed, cost and market share are building an AI operating system. That’s Level 2. 👉 https://t.co/31Z0V8EpqB #AIOperatingSystem #DigitalEnablement https://t.co/VUK9fKME6U
China Climbs Value Chain yet Still Dominates Low‑end Markets
One thing that's really impressive is China moving up the manufacturing value chain, while still absolutely dominating the low end. As @Camrjohnson has pointed out (and industry data confirms), China still absolutely dominates in areas like Christmas ornaments.
Chinese Firms Shift to Vietnam, yet Overall Impact Remains Modest
This is a very interesting piece on Chinese companies moving production to Vietnam. In some sense it's happening at major scale. But also in some other sense, it's very minor, with very little of the TVA leaving China. https://t.co/ZixLeXz4nC https://t.co/BnujaABZ5M