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 on imports. https://www.bloomberg.com/news/features/2026-04-01/us-ai-data-center-expansion-relies-on-chinese-electrical-equipment-imports

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 opens solar panel assembly plant in east-central Texas #energysky -- via Solar Power World: https://t.co/5vjljqcFwu
#VR-Controlled Bipedal Humanoid #Robot Performs High-Altitude Welding Tasks Safely by @BotKepler #Robotics #Innovation #EmergingTech #TechForGood #Technology https://t.co/BLab1fCqBn
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 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

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...
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
Next-Level #Robotics: Linker Hand06 Brings Human-Scale Precision by @CyberRobooo #Robots #ArtificialIntelligence #Innovation #Technology #Tech https://t.co/BtTD0I1H72
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...
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 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
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...

wrapping a robotic hand in skin, where have I seen this before Co: Warmcore Tech
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 Wall Plastering Machine Brings Automation to Construction by @gigadgets_ #EmergingTech #Innovation #TechForGood #Technology https://t.co/EFTR19x6GH
Perovskite solar cells can be made without expensive cleanrooms #energysky -- via pv magazine global: https://t.co/tvnjNDXxGN
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 Using On-Site Materials via @ZappyZappy7 #3Dprinted #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/6F1NxzmQpx

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 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 Northwest Ohio #energysky -- via Solar Power World: https://t.co/LAbOEhlXCp
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?

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
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 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 at scale will unlock the largest economic boom the world has ever seen
US customs. China shifts vs content. The reality of the upstream supply chain. Its size, complexity, and tiers of suppliers’ suppliers.
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
Revolutionizing Industrial Lifting: InfinityCranes by CeiliX #Technology GmbH Maximizes Space and Efficiency by @IntEngineering #Innovation #EmergingTech #TechForGood https://t.co/8vkoBgYtrw
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
This Machine Sews Perfect Seams in Seconds by @Fabriziobustama #Innovation #TechForGood #EmergingTech #Technology #Tech https://t.co/WpLqqjI0wm

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
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.

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
#Robots Run the Show in China’s Almost Unmanned #Logistics Factory by @Natie2Natie #Robotics #ArtificialIntelligence #Innovation #Technology https://t.co/BtfY58zCWx
Boeing’s 737 MAX output ramp is accelerating, but supplier discipline now defines the next phase of recovery. https://www.metalnomist.com/2026/03/boeing-737-max-output-ramp-signals-new.html
Construction is starting to behave more like a production system. ICON’s new printer reduces setup time by moving between sites, while covering larger build areas with a single system. What matters isn’t just speed. It’s repeatability, lower labor dependency, and the ability to...
The AI boom is running into an unexpected constraint. The Iran conflict is disrupting helium supply from Qatar, a key input in semiconductor manufacturing for AI systems. As availability tightens, costs rise and production becomes more fragile. It is a reminder that...
#Robots Take Over Solar Panel Installation for Faster, Safer Deployment by @lukas_m_ziegler Robotics #ArtificialIntelligence #MI #ML #Tech #Innovation https://t.co/frX7ZyVon4
Automated factory capable of building 1 robot every 30 minutes opens in China Guangdong's first humanoid robot facility with an annual capacity of over 10,000 units Each one has a 3.6 kWh Li-ion battery pack Or 36 MWh of batteries https://t.co/fG4LIu1nOG via...
JUST IN: China's manufacturing sector is expanding again at the fastest rate in a year.
RoadPrinter: Gravity-Aligned Brick-Laying Machine Revolutionizes Smooth Pavement Construction by @tsende_mgl #EmergingTech #Innovation #Technology #Tech https://t.co/lznBOCLU2k

#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor EPDT Article On Silicon Test Data Cost: 1/ - Published In Electronic Product Design And Test (EPDT), My Latest Article Explains How Silicon Test Data Has Evolved From A Byproduct Of Manufacturing Into A...

1/ my new manifesto CAPITAL MARKETS MAXIMALISM There’s a version of the American reindustrialization story that goes like this: China ate our manufacturing base. Supply chains proved fragile. Now we need to build again. That story is true. But it’s incomplete....
Golden Pass LNG in Texas Produces First LNG as Hormuz Crisis Disrupts Global Gas Flows https://t.co/OSUeOpMO0T
In a fresh blow dealt by the memory crisis, Sony has pulled the plug on its SD and CFexpress card production for the foreseeable future. https://t.co/Fpt0wq4rGj
$VRT announces expansion at Ohio facilities to boost US production of critical thermal management technologies for AI data centers. They wouldn't be doing this if demand wasn't off the charts. It is - backlog rose 109% y/y last...
Panasonic expands lithium-ion and supercapacitor production to meet future data center power needs, responding to AI infrastructure pressures worldwide. https://t.co/RLTyvQgQF4

Stop the manual entry race. 🏎️ SAP Business One shifts you to agentic oversight, giving you the control to scale. Check the blog: https://t.co/YT5H1uDNYW #SAPBusinessOne #Manufacturing #ERP #SupplyChain #Wholesale $SAP https://t.co/rFoq85DRI4