Data‑driven Debate, Not Magical Thinking, Drives Solutions
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
World’s Smallest Robot Arm Achieves Sub‑Micrometer Precision
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...
GKN Scraps Magnet Factory, Europe Rare Earths Setback
Exclusive: GKN cancels plans for magnet factory in setback for Europe's rare earths plans https://t.co/KLadnSKxvw
Chip Industry Surge: $1.7B Funding, $100B GPU Deal
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
Chiplets Transform Semiconductor Architecture with Modular Flexibility
#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.
Optimize Shape and Material for Superior Part Performance
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
Meet Noah Graff: Used Machinery Expert on Swarfcast
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
Flatbed Trucking Signals Manufacturing Revival Surge
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...
Inside Maintenance & Reliability: Greg Perry’s Expert Insights
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
Weaker Dollar Raises Import Costs, Boosts Export Appeal
"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...
AI's White‑Collar Disruption Inevitable, Timing Only Question
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...
Join Denver Open House: See Historic Jet & R&D
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👇
North America's Top Overlooked Manufacturing Problem Exposed
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
US Tariff Cut Could Shift China Supply Chains
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
Protectionism Took a Century to Cripple U.S. Shipbuilding
Trust the process, Dominic. These things take time. I mean, it took almost a CENTURY for protectionism to destroy the US shipbuilding industry. 😏
Freight and Manufacturing Renaissance: Early Signs on Fox Business
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.
Assess Your Supply Chain’s ESG Regulation Readiness
How Ready Is Your Supply Chain for ESG Regulations? - https://t.co/vQMciV91ga @joinindago @Infor #ESG #ESGcompliance #supplychain #logistics
Importers Sold Claims for 20‑30¢,
Those importers who sold their tariff claims to Lutnick’s sons were only paid 20-30 cents on the dollar. Getting into the trade early? Are real importers concerned about getting refunds? Why? Dragging it out?
China's Duties Keep US Soybeans Off Its Market
US farmers and soybeans exporters not to get more China business? China duty still exists. Supply chains. Maritime.
TSMC Fuels Taiwan's $70B Quarterly Surplus, 33% GDP
A day that was a long time coming -- TSMC's dominance of chip manufacturing led Taiwan to post a $70b quarterly current account surplus in q4. That is $280b annualized, or a surplus of ~ 33% of GDP Never...
Rail Freight Remains Essential Amid Market Cycles
Rail freight remains essential — even in a cyclical market. On Talking Transports, I speak with $GBX CEO Lorie Tekorius about railcar demand, margin strategy, tariffs, consolidation & rail’s long-term opportunity. 🎧 Listen on Apple: https://t.co/EbDO5FpQUB and Spotify: https://t.co/7D0t2hC6Ig #Rail #Freight #Logistics #Transportation...
Maersk's Profit Hinges on Overcapacity and Suez Reopening
Maersk. Profit—or not. Overcapacity vs return to Suez Canal.. And what it means to rates.
Flatbed Trucking Booms as Manufacturing and Data Centers Surge
Trucking market conditions continue to be very tight, but nothing as significant as flatbed activity. Flatbeds are going hyperbolic, as demand for rust belt industrials (think steel) and manufacturing components heat up. Flatbeds are always on the front end of...
Legacy Cold Chains Can't Meet Modern DTC Demands
Cold chain logistics systems built 30+ years ago can’t support DTC, SKU explosion and two-day frozen delivery. That math doesn’t work. Margins shrink. Service risks rise. There’s a better way... #ColdChainLogistics #ColdChainSolutions https://t.co/RUl27ecRqu https://t.co/RZKvYHq964
Nvidia Gaming GPU Supply Remains Tight for Quarters
Nvidia's gaming graphics chip production will be tight for a couple of more quarters, CFO says. https://t.co/V7qkJlyb5l
EVAC Launches US-Made Rare Earth Magnets, Targets 2
eVAC ships its first US-made rare earth magnets and targets 2,000 t/yr capacity by Q1 2026. https://www.metalnomist.com/2026/02/us-made-rare-earth-magnets-shipped-as.html
Carrier‑engineered Congestion Fuels Blank Sailings, Dropping Rates
Carriers engineering congestion. Blank sailings. Empty ships and soft supply chain demand. To lesson rate drop.
Bert Thin Films Introduces Copper Paste for Backside Solar Cells
Bert Thin Films launches copper paste for backside solar cell metallization #energysky -- via pv magazine global: https://t.co/26iCIvaF8G https://t.co/JvPeGpDSGg
Supreme Court Tariff Win Boosts Ports—But Likely Short‑Lived
Moody's: Port Import Gains From Supreme Court Tariff Ruling May Prove Fleeting. And supply chains? https://t.co/MTwlEv05YS
South Korea Partnership Boosts U.S. Shipbuilding Capacity
“Working with South Korea brings industrial capacity to the US and will allow America to press fast forward on shipbuilding,” Alex Wong, Hanwha https://t.co/BIwicYBkDb
Flatbed Rejection Spike Signals Bullish Industrial Growth
This is an extreme spike in the SONAR Truckload Rejection Index – Flatbed (STRIF.USA) from 2018–2026. A 40% rejection rate means: * Strong industrial throughput * Tight labor + equipment capacity * Improving pricing power in physical economy * Early/mid expansion phase dynamics It usually leads: *...
Blue Ring 1 Spotted Undergoing Factory Testing
Ok, by popular demand, here is shot of Blue Ring 1 in the factory under going testing. https://t.co/hyk05AdF4X
Back-End Automation Bridges Data Gaps in Complex Packaging
Back-End Automation Tackles Growing Complexity: As packaging complexity rises, the industry faces gaps in data, inspection, & process integration https://t.co/14Rnd13D5a #semiconductor #automation #metrology @aseglobal @cohu_inc @oontoinnovation @yieldWerx #semiconductortest https://t.co/iG4eFqvoOn
China Warns US Trade Probe Could Spark New War
China warns about US trade probe. And tariffs. Will there be another trade war? And what then for supply chains?
Courts to Decide Why Collected Tariffs Remain Unrefunded
USTR: Courts will tell about tariff refunds. US collected the tariffs. Why are they not stepping up on refunds?
Brace for the Next Trade Storm After Tariff Blizzard
After the Tariff Blizzard, Are You Ready for the Next Storm? - https://t.co/syg5yLFZmi @joinindago #TrumpTariffs #IEEPA #SupremeCourt #globaltrade #supplychain #logistics #tradecompliance
Mar
The chokepoint that shows whether we have learnt anything. There are many players in maritime that can affect here. Then there are external factors. Including terrorists and war. Risk mitigation. And not. https://t.co/rVUH537CAZ
ONE Container Line Swaps CEOs Amid Global Trade Turmoil
ONE container line. Changing its CEO and leadership structure. Why? What does it mean in a time of supply chain chaos with geopolitics and Trump’s trade war actions where lines have little control?
US May Seize Chip Foundries Amid China‑US GPU Race
This isn’t new. Here’s an article from 2024. US Generals have publicly indicated 2027, but the recent PLA leadership purge should be alarming. And China realizes they need bleeding edge GPU to keep pace with US models and datacenters. Alarmed...
Bureaucracy Stifles Innovation: Decision Latency Kills Supply Chains
🔴 Red Tape is quietly killing innovation in your business. Here's how. Let me be blunt. In most companies I've worked with — across continents, across industries — the biggest enemy of innovation isn't a lack of ideas. It's bureaucracy. Red tape. The...
Legacy Friction: Modern AI Meets Outdated Iron Infrastructure
The Legacy Friction: Integrating Intelligence into Iron - the structural, technical, and cultural resistance that occurs when you try to integrate 21st-century autonomous intelligence into 20th-century physical iron. https://t.co/6dgJ5aZe4w
China’s Scale‑Subsidy Strategy Decimates Global Industries
China didn’t compete. It demolished entire industries through one ruthless strategy: build massive scale, use subsidies and currency manipulation, export at prices no one can match. Furniture, Solar Panels, Telecom Infrastructure, Textiles, Toys, etc. Gone. And 10 more industries are already under attack. My...
Edge Computing Brings Millisecond Decisions to Critical Industries
When decisions depend on milliseconds, moving data closer to where work happens matters. Edge computing and edge AI are reshaping manufacturing, energy, healthcare, and smart infrastructure, where latency, autonomy, and reliability are critical. More: https://t.co/0MYapoejKN @TMobileBusiness Partner
Tariffs Boost Steel Jobs, Undermine U.S. Manufacturing
"Trump’s Tariffs Are Adding Steel Mill Jobs, and Crushing American Factories" https://t.co/EdQKmnKPzv You guys will never believe this, but heavily taxing a vital manufacturing input isn't good for manufacturing. https://t.co/6IRvgAXzPH
VCs Misuse Dual‑use Hype; Stop Relying on Grants
Certainly GTM is very different. And there are supply chain issues in current environment. Would add: NOT doing dual use is not an excuse to rely on grants and research money, stuff becoming too expensive, and not being able to...
Europe Must Block Chinese‑Made Cars From Flooding Market
Good points from Thorsten Brenner -- The "car bosses" are tempted to use their Chinese factories to supply the European market. Deindustrializing Europe isn't their concern. European policy makers need a policy framework that makes this impossible...
Industrial Sector Hits 30‑year Valuation Peak Amid Optimism
S&P 500 Industrials’ forward P/E, at 26.5X, matches sector P/E in 2021, when earnings were impaired by the pandemic, and at 1.24X the index, is higher than at any point in the last 30 years. EV/Forward EBITDA, Price-to-Sales and Price-to-Book...
Silicon Becomes Core Driver of Data Center Networking
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor Data Networking: 1/ - Modern Data Center Networking Is No Longer Just A Software Or Infrastructure Challenge. It Starts With Semiconductor Capability. - Bandwidth Growth, AI Traffic, And Cloud Scale Push Silicon To Become The Core...
Importers May Front‑Load Amid Flat Trump Tariffs
Countries and export options other than the US. Trump flat tariff. Will importers front load like before? Five years and continuing supply chain importance.
AI Could Outperform Executives in Designing Resilient Supply Chains
Would AI, instead of the C-suite, improve supply chain design and performance? Especially after five years of disruption and now unpredictability. https://t.co/Z60firMpE4