Chinese Firms Bypass U.S. Sanctions, Supply Drones to Iran, Russia
China Is Still Supplying Drone Factories in Iran, Russia Despite U.S. Sanctions—Obscure Chinese companies are openly shipping dual-use goods such as engines and batteries, defying American controls @joshchin @austinramzy https://t.co/SApvFcjCD7 https://t.co/SApvFcjCD7
Robots Climb Walls, Transform Warehouse Automation
Gravity-Defying #Robotic #Warehouse System: Ceiling- and Wall-Climbing #Automation via @ZappyZappy7 #Robot #MachineLearning #ArtificialIntelligence #ML https://t.co/yA7MuB9aqP
RCT Hydrogen Launches Production at German Electrolyzer Plant
RCT Hydrogen begins manufacturing operations at German electrolyzer factory #energysky -- via pv magazine global: https://t.co/Z04T1QOqCW
Fab Evaluation: Look Beyond Node to Process Flavors
#Technology #Thread #Semiconductor #Manufacturing #Process The Semiconductor Process To FAB Count: 1/ - When Evaluating Semiconductor Fabs. - It Is Essential To Look Beyond Just The Manufacturing Node. - While The Node, Such As 7nm, 5nm, Or 3nm, Often Grabs Headlines. - The True Versatility...
Chinese Automakers Face Excess Capacity, Seek Overseas Markets
Guess I should have said shrinking industry margins rather than summarised for stiklers for accuracy like Glenn: " In China alone, experts estimate annual demand of about 25mn cars against estimated factory capacity of 45-50mn. The prolonged price war and eroding...
Tesla Semi in Production; Time to Deliver Promised Trailer
Not that they’ve started volume production of the Tesla Semi, it’s time to deliver what was in its trailer at the unveil…
Robots Accelerate Clean Energy Transition Without Job Loss
Robotics and automation don't take jobs in the energy transition Robots hand us the only credible way to build enough clean energy quickly without burning through people It's not ‘robots vs jobs’, it's robots plus good policy avoiding a slow transition and...
Massive US Robot Data Factory Uses Intentional Failures
Inside the biggest humanoid robot data factory in the US: 100 robots, all named Sonny, mostly failing on purpose. SKU coverage cuts through the hype. https://t.co/Ryc00vrJoL
Shenzhen Emerges as Global Robotics Hub, Video Shows
This Video Proves It: Shenzhen Is the World’s Robotics Hub by @Robo_Tuo #Robotics #MachineLearning #ArtificialIntelligence #Innovation #Technology https://t.co/JrzJtM1Pz3
Avoid Lucid Stock
Macro: EV demand solid; supply bottlenecks persist. Lucid halted guidance after seat supplier glitch cut Q1 sales. Risk: production & material limits. Trade: avoid LCID until updated guidance. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
AI Counts Potatoes on Line with Minimal Training
#AI on the Assembly Line: Instant Potato Counting with Minimal Training by @IlirAliu_ #ArtificialIntelligence #MachineLearning #ML #MI https://t.co/FqLAHp8d66
Wafer Shortage Forces Companies to Fight for Compute Capacity
What is clear in semis right now is that we are in a wafer and capacity scarcity moment. A key part of the analysis is which companies are best positioned to secure the capacity they need to meet unprecedented compute...
Turning Wastewater Into Feedstock, Fueling a Sub‑Fossil Future
excited about this. wastewater becomes feedstock. biomass becomes fuel. industrial chemistry inverts. @jared_western is an absolute maniac. proud to be backing him early. the future of fuels, chemicals, and materials is sub-fossil cost.
Prevent Supply Chain Bottlenecks Amid Rapid Drone, Robot Growth
How to avoid #SupplyChain issues as #Drone and #Robot production increases exponentially by Cell Press @TechXplore_com Learn more: https://t.co/SndqAxyIOi #Innovation #EmergingTech #Technology https://t.co/X1xpqQUB62
China’s Hyper‑Automated Factories Build a Car Every 30 Seconds
China’s Hyper-#Automated Auto Plants: One Car Every 30 Seconds Rolls Off the Line by @Eng_china5 #Robotics #EmergingTech #Innovation #Technology https://t.co/LWot8ymHwq
Ford's Revamp Deserves In-Depth Journalist Chronicle
It's very interesting what's going on a Ford. I hope some journalist is watching closely, and we get another book like Mary Walton's "Car". She embedded with Ford for two years to document in painstaking and personal detail how they...
China’s Subsidies Drive Wind Power Dominance
China’s Big Bet on Wind Power Is Paying Off An industrial policy of subsidies and import restrictions laid the foundations for China to become almost as dominant in wind turbines as in solar panels. https://t.co/k9kQUYjyg0
Today's AI Robots Hint at 2030's Possibilities
This is what AI powered robots can do today, imagine their capabilities by 2030. https://t.co/VJVnZvYBPq
Tariffs Alone Won’t Revive U.S. Textile Industry
"It Will Take More Than Tariffs to Bring Back U.S. Textile Manufacturing, Industry Insiders Say" 😯 https://t.co/xrPxylUcmA https://t.co/DDxL6NjUj4
PCB and Wire Bonding: Overlooked Semiconductor Bottleneck
"Clearly the most underrated bottleneck in the semi supply chain is in printed circuit board and die-attach wire bonding", EthereumFire's senior crypto analyst wrote in a note to clients.
Diverse Teams Power Global Supply Chain Success
Cinco de Mayo reminder: supply chains work because diverse teams collaborate across cultures and regions. #CincoDeMayo #SupplyChain #Teamwork https://t.co/ad8gPYleiN
Hyper-Realistic Robots Powered by AI Redefine Innovation
The Rise of Hyper-Realistic #Robots Powered by #AI by @Khulood_Almani #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/hoXRe7WoPh
CSAIL Revives 80s Three‑s
In the '80s, future MIT prof. Bill Freeman envisioned a three-sided zipper that could switch items between soft & rigid states. Last year, CSAIL revived his idea w/an automated design tool. It 3D prints "Y-zippers" that snap gear, robots, & art...
EU Funding Block Threatens Solar Supply, Risks Blackouts
EU blocks funds for key Chinese solar energy parts “In practice, this could mean a remote shutdown of member states’ networks leading to countrywide blackouts." Anything is possible...but.... https://t.co/FDkl759Yjg via @ft
Apple's Foundry Talks With Intel Are More Advanced Than Expected
Agree with this, we think Apple is much farther along than just "discussions" with Intel on foundry.
Siemens and Gray Construction Boost U.S. Manufacturing Investment
A couple of recent press releases from Siemens and Gray Construction highlight U.S. manufacturing investments. https://t.co/Q8ylywuocS
Germany Launches €5 Bn Auction for Industrial Decarbonisation
Germany kicks off an auction to offer up to €5 billion to help heavy industries cut their carbon emissions https://t.co/2MKA0UuXtz
Effective Warehousing Is the Backbone of Supply Chains
If your warehousing doesn’t work, neither does your supply chain. That’s why intralogistics – what happens inside your four walls – matters. Lessons from my 45 years inside warehousing: https://t.co/2f3aFzbooL #Intralogistics #SupplyChain https://t.co/MUYegmczpc
Foxconn Revenue Jumps 35% YTD Despite Base Effect
Just in: Hon Hai (Foxconn) revenue up 35% YTD (USD terms) Slight weakness in consumer electronics, but only because of a higher base the month prior. Some important things to remember: 1/ https://t.co/Gx6A1kdlF0
UK Car
UK new car volumes ~2.1M by 2026; EV share cut to 26.8% after weak Q1. Key: consumer demand, OEM transition. Risk: slower EV uptake. Trade: prefer diversified UK auto suppliers vs pure EVs. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Wearable 3D Printing Turns Printers Into Body Tech
From Printer to Body: Wearable #3D Printing Takes Innovation to the Next Level by @Fabriziobustama #3Dprinted #Technology #Innovation #EmergingTech #TechForGood https://t.co/nL5phqs85f
Factory Workers Unwittingly Train Robots via Digital Harvesting
Factory workers are training their own replacements. Some Indian factory laborers are now wearing head-mounted cameras. They think it is just basic workplace surveillance. But it is actually Imitation Learning. Tech companies are recording their physical intuition. They use this POV data to train...
Chinese Supply Chain Key to $30K EV Mass Adoption
Back @MacroPoloChina we did a EV supply chain project on how you get to $30,000 EV by selecting different supply chain options (hint: you can only do it by selecting Chinese vendors). We thought that was the sweet spot for...
Business Model, Not Tech, Drives Today’s Robotics Success
1/2 SCMP: "The technology is no longer the biggest uncertainty, the business model is." For those old enough to remember the famous robotics boom in Japan in the 1980s, this story may seem pretty familiar. https://t.co/rhiMlRaWQG
Robotics Breakthroughs Loom; Proof Arrives in 20
This series goes into the pain ahead for robotics. I am betting that breakthroughs are about to rain out of the sky. We will see who is right within the next 20 months.
China’s Logistics Factory Operates Almost Entirely with Robots
#Robots Run the Show in China’s Almost Unmanned #Logistics Factory by @Natie2Natie #Robotics #ArtificialIntelligence #Innovation #Technology https://t.co/O1sfBZU5VL
Capture Data at Every Chip Manufacturing Stage
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor Capturing Data: 1/ - Every Chip Tells A Story. - But If You Do Not Capture The Data At Each Stage Of Semiconductor Manufacturing, You Are Missing The Entire Plot.
Airplane Boneyards Keep Global Flights Flying with Recycled Parts
The Economist has great piece on Arizona’s airplane boneyard and business model of nearby facilities that store, maintain, convert and disassemble planes: ▫️$5k a month to store single-aisle jet ($10k for larger) ▫️for disassembly, large jet (eg. Boeing 777) has >130k unique...
Factory Construction Crash Dubbed the “Trump Manufacturing Boom”
yep, this crash in factory construction is what they call the "Trump manufacturing boom." https://t.co/RV6DbuAQrY
Hyundai's MobED Redefines Shake-Free Autonomous Transport
Hyundai’s MobED: Award-Winning Modular #Robot Platform Redefining Shake-Free #Autonomous #Transport via @RealXavier011 #AI #Robotics #MachineLearning #ArtificialIntelligence #ML #MI https://t.co/rsdz8sKd4y
Magnetic Seal Instantly Halts Water, Acid, Oil Leaks
Revolutionary Magnetic Seal Instantly Stops Water, Acid, and Oil Leaks by @IntEngineering #Innovation #EmergingTech #Technology #Tech https://t.co/TJAQ7EI0EZ
March Factory Orders Surge 1.5%, Confirming Recovery
March factory orders came in really strong. Forecasts were expected to be +.4% but came in at +1.5%, the highest levels since 2022, another confirmation of the industrial recovery underway. https://t.co/qci0SP0fCx
Greif: 150‑Year‑Old Cleveland Giant Behind Most Steel Drums
If you see a 55-gallon steel drum, there's a good chance it was made by Greif, a ~150yo company out of Cleveland. It was at one point the world's largest cooperage, and is still a leader in specialty packagin. https://t.co/DJGkzMXDQ5 https://t.co/0tVckKQMUV
Modular Gate-Loading Plane Slides in, Unloads Both Sides
first principles: this cutaway isn't the idea but invokes the idea of the sort of the module i had in mind that could modularly PRE-LOAD (passengers + luggage) at the Gate and then slide + lock into the plane... while the arriving...
First B‑52 Heads to Boeing for F130 Re‑engine Upgrade
First B-52 To Arrive For Re-Engining At Boeing Plant Later This Year New Rolls-Royce F130 engines are a critical upgrade for Air Force B-52s, but work has been beset by delays and growing costs. https://t.co/F4zvgTgzeJ
Optimized Tin Plasma Produces Clean 13.5 Nm
Spectra of blasting molten tin with a laser to get 13.5nm EUV. Plain ---------- after optimization. https://t.co/F5UYtHUbb5
Singapore‑NZ Deal Prompts Six‑Year Supply Chain Overhaul
Singapore and New Zealand. Supply chain deal. After 6 years of SCM disruption, what have you done to change/upgrade your supply chain?
Inspection Robots Are Revolutionizing Maintenance Across Industries
Why Inspection and Maintenance #Robots Are Taking Over by @lukas_m_ziegler #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/WW0GGBmBb6
U.S.-China Trade Shifts: ASEAN Rise, Tariffs Reshape Supply Chains
NY Fed/Liberty Street Economics: In What Ways Has U.S. Trade with China Changed? Trade Asean shifts. Tariffs. Finished goods. Upstream supply chain. What is real? Temporary? Or not?
Amazon's New 3PL Service Threatens UPS, FedEx
Amazon. Beginning its 3PL/supply chain service to everyone. I talked about this years ago. They know supply chain management because they do it for themselves. A competitive advantage. This could upheave UPS, FedEx, and many 3PLs. Stay tuned.