Humanoid Robots Dazzle, but Practical Work Remains Costly
Humanoid robots can jump, dance and go viral, but turning them into useful workers remains far more difficult — and expensive — than their boosters suggest https://t.co/KMvxyWlEPN https://t.co/F1RCxlIku0
Robot Scans 2,500 Pages Hourly with Treventus
Treventus Scan #Robot Digitizes Up to 2,500 Pages Per Hour by @AadityaAnand_11 #Robotics #Innovation #EmergingTech #Technology https://t.co/gtTdaKFVVQ
Material Economy Crumbling: Steel, Cement, Fertilizer Decline
The material economy is hitting the wall. Steel and cement are falling Fertilizer is flat Plastics can’t regain peak. This isn’t cyclical—it’s structural. #EnergyIsTheEconomy #RealEconomy #IndustrialDecline #SystemLimits https://t.co/LzMvRtiJ8r
Yield Redefined: From Wafer Dies to Full Lifecycle Reliability
#Technology #Thread #Semiconductor #Manufacturing #EPDT The Semiconductor EPDT Article On Yield And Modern Semiconductor: 1/ - Published In Electronic Product Design And Test (EPDT), My Latest Article Explains How Semiconductor Yield Has Expanded Beyond Traditional Wafer Metrics Into A Multi Stage Productization...
AI Capex Fuels Corning Growth; Buy Now
Macro: AI capex boosts US supply chains. Nvidia’s multi-$bn prepayment plus up to $3.2B equity option funds new Corning glass plants. Risks: execution, cyclical demand. Trade: buy Corning. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Rice Engineers Turn Dead Spiders Into Necrobotic Grippers
Dead Spiders Reanimated as Necrobotic Grippers by Rice University Engineers by @IntEngineering #Innovation #TechForGood #EmergingTech #Technology https://t.co/qlVrochXmQ
Australia Pioneers Vapor‑grown Lead‑free Perovskite Solar Cells
Australian researchers develop vapour-based manufacturing process for lead-free perovskite solar #energysky -- via pv magazine global: https://t.co/nnRq0u1o8s https://t.co/i7LsyNAx4t
Kodiak Robotics Secures $100M to Scale Driverless Trucks
Physical AI has moved from "if" to "how quickly" and @KodiakRobotics is hitting that next gear. With a $100 million capital raise, 28 driverless trucks already in our customer's hands, and new developments across the long haul, defense and industrial verticals,...
Boeing to Deliver First Production 777‑9 to Lufthansa
On TAC/Intel from @theaircurrent right now: Boeing set to fly first production 777-9 for Lufthansa https://t.co/NzWgdEBYei
MDA Launches High‑volume Satellite Factory, Sees Double‑digit Q1 Growth
.@MDA_space: New high-volume sat factory on schedule for @Telesat and @Globalstar constellations and we're pitching it to military customers for low-volume space defense missions. MDA reports double-digit increases in Q1 rev, EBITDA, net income.https://t.co/JLgJQ5F06O https://t.co/Qumet99zsx
Shanghai Team Unveils Spider‑Inspired 3D Printer
Spinning #Innovation: Shanghai Team Builds Spider-Inspired #3D Printer by @lukas_m_ziegler #3Dprinted #Technology #Innovation #EmergingTech #TechForGood https://t.co/ShuJGUYOm5
Optimize Load, Network, and Mode to Control Carrier Rates
Most logistics and supply chain leaders I speak to are fighting the same losing battle. They renegotiate carrier rates. Costs climb anyway. They renegotiate again. Same result. The problem isn't the rates. It's the inputs that shape them — load optimisation, network...
Inkjet-Printed OLEDs Promise 35% Cost Cut, Yet Hurdles Persist
Inkjet-printed OLED panels could reduce manufacturing costs by as much as 35%, according to a new report. But there are still challenges to overcome https://t.co/9gXdYrqZ5r
Energy Crunch Will Continue Despite Iran Peace Deal, Says Maersk
Maersk Says Energy Crunch to Persist Even If Iran Peace Deal Struck. Not surprising. This extended mess will not fix itself overnite. https://t.co/qJBag33bE9
Constraints Shape Culture, Careers, and Energy Systems
✍️ Longform links: the importance of constraints, the birth of the Yuppie, and how oil refineries work. https://t.co/jc8UyHXyDr chart: https://t.co/cHsbA1BFSi https://t.co/9jdh5VT6cv
Key AI-Driven Trends From Magaya Momentum 2026
Takeaways from Magaya's Momentum 2026 Conference - https://t.co/UV5WW1I5f2 @MagayaSoftware #freightforwarders #freightforwarding #customsbrokers #supplychain #logistics #AI
Ford Cuts Part Production From 130 to 3 Days
This is what reindustrialization is all about. After 123 years, @Ford is continuing to use our industrial know-how to help support American manufacturing. At @MichiganCentral, we’re seeing startups grow and great ideas scale. Here’s a look at how Ford teamed...
TSM's Hiring Outpaces Taiwan Births, Drives US Expansion
There are 100,000 births per year in Taiwan and TSM needs to hire 10,000 people per year in Taiwan, a number which will only grow. Continued expansion in the United States is likely inevitable. Especially given immense willingness to pay a...
Ryan Builds Real Vessels While Others Make Dinghies
While the majority of VC funded “shipbuilders” are busy manufacturing dinghies, BWA’s @rylanhamilton is building properly sized vessels. Be like Ryan.
Samsung Exits Chinese TV, Appliance Market, Keeps Phones, Chips
Samsung Pulling TVs, Home Appliances From China The company will continue to sell smartphones and computer chips in China https://t.co/tcezc9xfqZ
Tariff‑Heavy Whirlpool Misses Earnings Boost, Faces Inflation Drag
"Analysts at JPMorgan said the lower earnings outlook was driven by higher raw material inflation, a larger net tariff impact and weaker price and product mix benefits." Reminder: Whirlpool heavily lobbied for tariffs and was supposed to be one of the...
Shippers Brace for Rising B
Maersk: Cost of bunker fuel. Supply and price. Are shippers ready as Strait of Hormuz remains blocked?
Cities Can Revive Manufacturing Within Urban Limits
NEW ODD LOTS: How American cities can become hubs of manufacturing. @tracyalloway and I had an amazing chat with Allentown PA mayor Matt Tuerk about the case for having manufacturing inside the city limits, and what it takes to bring these operations...
Royal Enfield Expands Manufacturing Beyond Tamil Nadu for First Time
This marks a historic shift, as it is Royal Enfield’s first major manufacturing expansion outside of Tamil Nadu since it began Indian operations in 1955.
German Factory Orders Surge, Boosting European March Outlook
German factory orders finishing Q1 strongly, adding to decent French IP and Italian retail sales data yesterday for March. Welcome news.
Airbus Teams with Norsk Titanium for Fast Plasma‑Deposited Parts
Norsk Titanium and Airbus partner to develop rapid plasma deposition for aerospace titanium parts. https://www.metalnomist.com/2026/05/norsk-titanium-airbus-partnership.html
Pirelli Shifts Cyber‑Tyre Production to US Amid Italy‑China Tensions
JUST IN: Pirelli will produce Cyber Tyres in the US after Italy restricts China influence.
Genki Robotics Accelerates Humanoid Integration with A16z, AMD Backing
Genki #Robotics Aims to Fast-Track Humanoid Integration, Backed by a16z and AMD by @TheHumanoidHub #Robots #MachineLearning #ArtificialIntelligence #DeepLearning #ML https://t.co/Comz9bQvUC
US Solar Advances with Fab‑Tech 2026 Production Focus
Solar Fab-Tech USA 2026 – production and technology at the heart of US solar #energysky -- via pv magazine global: https://t.co/mqvXqrZEhX https://t.co/Bdfv8igo86
Managing Growing Complexity Across the Silicon Lifecycle
#Technology #Thread #Semiconductor #Manufacturing #Copilot The Semiconductor Copilot For Semi: 1/ - The Semiconductor Industry Is Becoming Increasingly Complex. - From Design To Manufacturing, Engineers Must Navigate Massive Volumes Of Data, Tools, And Decisions Across The Entire Silicon Lifecycle. The Question Is: How...
China’s Industrial Policy: System‑wide Investment Creates Overcapacity, Disguised Subsidies
This is the best summary of how China industrial policy works. It’s system level investment, which requires ‘overcapacity’ at sector level, and can look like subsidy at firm level.
Supply Chain Managers Underpaid, Directors Overpaid—Show Your Value
Unpopular opinion: Most Supply Chain Directors are overpaid for what they actually do. And most Supply Chain Managers are massively underpaid for what they actually know. Here is why. The Director spends 80% of their time in meetings, presentations, and politics. The Manager spends 80%...
Supply Constraints Decide Winners in Compute Boom
You’d think no one would be surprised we can’t make enough chips. Three earnings prints in 48 hours just confirmed the same story that compute demand has lapped supply, and capacity is the binding constraint across silicon, optics, and IP....
Recall Exposes Tesla's Surprisingly Low Off‑Road EV Sales
Off-road EV faces recall over faulty brake rotors, but also reveals just how few Tesla actually sold. https://t.co/CjkKgBUPge
China's Engineering State and Supply Chain Capture Explained
Originally locked behind a book purchase. Releasing it now as I pivot to P3. @danwwang (Breakneck) & @PatrickMcGee_ (Apple in China) on China — engineering state, supply chain capture, and what it means for U.S. @p3institute https://t.co/eYEg95ORpN
Hamilton Unveils Integrated Glucose Sensor, Marks Decade Milestone
Hamilton Company has been coming to @SynBioBeta for years. This year, they showed up with something new. Tyler Schweder from Hamilton's process analytics team walked Gary George through their full upstream workflow: pH, dissolved oxygen, viable cell density, total cell...
Customers Accelerate Orders to Dodge Price Hikes, Supply Risks
While the AI infrastructure business is certainly robust, something I've been suspecting and mentioned in all the manufacturing PMIs (broadly) is the pull forward of ordering to get ahead of price increases and/or supply chain issues. That goes too for...
Smart Planning Overcomes Growing Complexity in Supply Chains
Planning is getting more complex, but smarter planning drives results. Lisa Anderson shares 3 key planning challenges + 3 ways to address them. Watch the Supply Chain Byte. #SupplyChain #Planning #Manufacturing https://t.co/Owl5yN9vva
Early Manufacturing Rebound Fuels AI‑Driven Earnings Surge
We’re still in the early innings of a MFG PMI rebound, which is adding to the AI capex boom. We spent three years without a cycle, while AI spending was solely driving earnings. Now, we have more companies seeing +...
58% Execs Predict More Localized Supply Chains by 2030
Survey of 1,800 global executives from Prologis and The Harris Poll finds a majority, 58%, forecast more localized supply chains by 2030, with only 31% expecting continued globalization. (My write-up in @forbes) https://t.co/4afHA5ytaD
NY Fed Index Hits Covid-Level Supply Chain Disruptions
🇺🇸 The NY Fed Global Supply Chain Pressure Index jumped in April to Covid-like disruption levels. https://t.co/ywfPzNS5oq https://t.co/23NKq4esGS
Corning Boosts US Optical Capacity Tenfold for AI Demand
"Corning will increase its U.S.-based optical connectivity manufacturing capacity by 10x and expand its U.S. fiber production capacity by more than 50% to meet the accelerating demand driven by AI factory buildouts." https://t.co/VX9jOQr1Bg
Supply Chain Masters Reveal Upside in Constraint Map
I'm working on a report on the constraint map (I know it's an overused term) but still apt. But in this environment, the easiest way to see the upside is by those who are masters of the supply chain. https://t.co/9ZCdGgQZVs
American Steel & Aluminum Expands Solar Foundations Operations
Solar foundations manufacturer American Steel and Aluminum expands operations #energysky -- via Solar Power World: https://t.co/Wrc1OxsjqX
Container‑Sized Chip Fabs Offer Affordable Specialty Manufacturing
Okay this is genuinely cool: there's a startup selling shipping-container-sized chip fabs for $5–15M that can train a semiconductor workforce and compete on price with major foundries for specialty applications. started because an MIT grad student was sick of using...
Texas PV Production Set to Surpass 15 GW by 2026
Texas PV module production to exceed 15 GW in 2026 #energysky -- via pv magazine usa: https://t.co/5NPKmZ33qg https://t.co/I1YqDk0FnK
China Expands Global Logistics to Control Supply Chains
Chinese firms and logistics in other countries. More if China trying to control global trade supply chains and logistics?
China Launches Multi‑motion Machine to Drive Automation
China Unveils Innovative Multi-Motion Industrial Machine Powering the Next Wave of #Automation by @Hoxygo #Innovation #EmergingTech #Technology https://t.co/4UIqrA1X97
Tech Disruption Slashes Lead Times From 70 Weeks to Weeks
Tech disruption goes by many names, but it's still disruption. Shrinking the lead time from 70 weeks of traditional imported manufacturing down to onshore supply in just a matter of weeks is truly outstanding.
Aurobindo Pharma Unit-VII Receives FDA VAI Classification
Aurobindo Pharma Unit-VII Gets US FDA VAI Classification Aurobindo Pharma's Unit-VII oral solid dosage facility in Telangana receives Voluntary Action Indicated (VAI) classification from US FDA, closing the inspection with 9 Form 483 observations. AUROPHARMA 1,471.60 43.50 (3.05%)