ISM Manufacturing Prices Surge to 2022 High
The ISM manufacturing prices sub-index is truly wild rn. From ISM's Chair: "In the last three months, the Prices Index has increased 25.6 percentage points to reach its highest level since April 2022 (84.6 percent)." The sector's shrugging it off so far, but... https://t.co/9Tw9MXxjE8
Manufacturing's Health Was a Myth; Mass Departures Followed
first slide of my deck when i joined clocktower in Feb was: MANUFACTURING IS IN GOOD SHAPE i lost a lot of people right then & there https://t.co/xwbECgemyw
Manufacturing Surge Reflects Stockpiling, Not Lasting Growth
"The surge in manufacturing activity in April is not the cause for cheer that at first glance it suggests. A key driving force behind the upturn is the need for companies to get ahead of further feared price rises and...
Clear Guidelines and Specialization Transform Manufacturing
Discover how establishing clear guidelines and focusing on specialization can revolutionize manufacturing with 𝐃𝐚𝐯𝐞 𝐂𝐚𝐩𝐤𝐨𝐯𝐢𝐭𝐳! Stream now: 🔗 https://t.co/jshOdujhgd 📽️ https://t.co/GDw99Z8jAz 🔗 https://t.co/DmYp21NDA3 #MachineShopTechTalk #Manufacturing https://t.co/dcz8iTjcIZ
ONE's 92% Profit Drop Signals Industry Trouble
ONE Profit Plunges 92% as Geopolitics and Overcapacity Squeeze Earnings. A sign of what is ahead for more container lines? https://t.co/Mzf1k78Vpo
US Munitions Depend on China’s Rare‑earth Magnet Supply
My take @FortuneMagazine on China’s control over the replacement of US depleted weapons stockpile: "Replenishing these [US] munitions requires 5-10 metric tons of finished defense-grade rare earth magnets, more than 95% of which must come from China." https://t.co/M437EG5SfV
Rivian Hikes Georgia Plant Capacity by 50% to 300k
EVwire brief: Rivian is increasing planned production capacity at its Georgia plant to 300,000 vehicles annually, a 50% increase from its original 200,000-unit target. https://t.co/Tx7w8u8ohk
Japanese Toilet Maker Supplies Ceramics for AI Hardware
When you've mastered high-end ceramics for toilets, you can also quietly become part of the AI tech stack because, well, material science is where it's at for everything from batteries to chips. So yes, fancy Japanese toilet maker is also part...
EU Steel Demand Threatened by Early CBAM Import Advantage
EU steel demand faces CBAM timing risk as downstream imports may gain cost advantage before 2028. https://www.metalnomist.com/2026/05/eu-steel-demand-faces-cbam-risk-before.html
Robot Hand Gains Vision to Complement Tactile Sensing
This Next-Gen #Robot Hand Can Feel — and Now It Can See via @ZappyZappy7 #AI #Robotics #ArtificialIntelligence #MachineLearning #ML https://t.co/VJ4gKXeV3k
Silicon Starts It; Devices Finish the Complex Journey
#Technology #Thread #Semiconductor #Manufacturing #Silicon The Semiconductor Silicon Productization: 1/ - Silicon Is The Beginning. The Product Is The Outcome. - From A Raw Wafer To A Connected Device, The Journey Is Long, Complex, And Rarely Understood Outside The Industry.
New US Aluminum Smelter Stalled by Power Deal
Oh: "America’s big new aluminum smelter is still waiting on a power deal" https://t.co/NPWJ41tJV8 https://t.co/2Ubxlr18FN
AI Surge Drives Yageo’s 2025 Tantalum Sales Growth
Yageo sales rise in 2025 as AI demand boosts tantalum capacitors and electronic components. https://www.metalnomist.com/2026/04/yageo-ai-demand-lifts-sales-as-tantalum.html
Humanoid X1 Neo Robots Build Their Own Kind
'They're building each other': new X1 Neo robot video shows the humanoids assisting in the robot production process, just as all science fiction foretold https://www.techradar.com/ai-platforms-assistants/theyre-building-each-other-new-x1-neo-robot-video-shows-the-humanoids-assisting-in-the-robot-production-process-just-as-all-science-fiction-foretold
US Steel Launches $2B Low‑carbon Iron Plant in Arkansas
US Steel to build $2B lower-carbon iron plant in Arkansas #energysky -- via Canary Media: https://t.co/vivIDpxg6N
Apple Will Reinvest Tariff Rebate Into U.S. Manufacturing
Tim Cook: If Apple gets a tariff rebate, we are going to take the cash and add it to our U.S. manufacturing initiative.
Industrial Picks & Shovels Stocks Surge Beyond Magnificent 7
People talk about the Magnificent 7 but we need something for the crazy moves in industrial picks & shovels. Argan, Quanta, Comfort Systems, SPX, and several others https://t.co/tdvhGUBJUF
Cook Blames Supply Constraints for Weaker iPhone, Stock Unmoved
Cook says the iPhone would have been stronger if not for supply constraints. I'm surprised the stock did not move higher. $AAPL
New PV Tech Arrives via U.S. Manufacturing Partnership
Manufacturing partnership brings new PV technology to U.S.-sourced solar #energysky -- via pv magazine global: https://t.co/9mbZR0ccgN
China's Extraterritorial Rules Undermine Global Supply Chains
Bessent to China: I stressed that China's recent provocative extraterritorial regulations have a chilling effect on global supply chains. Mark Twain: Nothing needs reforming as other people's habits. The hypocrisy is on par with PRC's criticism of the "Made in...
Robots Boost Productivity, Not Replace Workers One‑to‑one
Robots usually increase productivity rather than replace human workers on a 1:1 basis. https://t.co/z2TcmaeawM #robotics #warehouse #distributioncenter #robotsreplacinghumans #AI #AIrobots https://t.co/LCAJWGYuC2
One Artisan Paints Rolls Royce Pinstripes, Unwavering Focus
This is Mark Court. Of the 2,000+ people that work at Rolls Royce, he is the only person allowed to paint pinstripes on the luxury vehicles. He uses a squirrel-fir brush and it takes 3 hours for one car. It’s a high pressure...
Cook’s Apple Legacy: Profit over Workers’ Rights
Tim Cook is stepping back as CEO of Apple. What legacy does he lead and where does the company go next? On Tech Won’t Save Us, I spoke with @brianmerchant to discuss why we can’t ignore the labor exploitation built into...
We Need a Better Plan and Faster Shipbuilders
A solid plan is needed first. Then how to execute. Are the current players capable of doing what is needed for shipbuilding? Or do we need more than slow and expensive?
USC Launches Smart Manufacturing Program on Peggy Smedley Show
@ThorstenWuest shares about the smart #manufacturing program at the University of South Carolina. Learn more on The Peggy Smedley Show. https://t.co/yzTt3d1mY3 #IoT #sustainability #AI #digitaltransformation #PeggySmedley #podcast
Molly's Figure Tour Kicks Off with Live Sit‑Down
Part 1 of Molly’s visit to Figure is live today Molly got a full tour of our engineering efforts and campus. Part 1 is a sit-down. Part 2 is robots
Scout Motors Ramps up $2B SC Plant with 700 Robots
Scout Motors advances $ 2B South Carolina plant with 700 robots, Supplier Park buildout. The plant will produce the Scout Traveler SUV and the Scout Terra pickup truck. Lucky for us, Scout shares a surprising amount of details: https://t.co/gT5Yp6tLal
China Resumes Production of Type‑071 Amphibious Assault Ships
PRC SHIPYARD UPDATE: based on recently-acquired imagery of the Hudong-Zhonghua shipyard, it looks to me like the PRC may have restarted production of its currently 8-strong Type 071 class of amphibious assault ships. https://t.co/e7aAj3UWqp
Launches Stumble on Capacity, Fulfillment, and Visibility Issues
Major companies face operational hurdles at launch: capacity limits, fulfillment disruptions, manufacturing delays, poor inventory visibility, and slow transactions leading to customer backlogs. #BusinessChallenges #Operations https://t.co/PKGiTQxsYr
Predictability Premium: Using Dedicated Capacity Models to Reduce Financial Risk
The Predictability Premium: Navigating Financial Risk with Dedicated Capacity Models - https://t.co/ChInN4o08J @One_Werner #dedicatedfleet #trucking #transportation #logistics #supplychain
Tesla Semi Moves to High‑Volume Production, New Pilots Announced
Oh what I'd give to know what the order backlog is like for the Tesla Semi. Evwire brief: Tesla Semi enters high-volume production, more pilot programs announced: https://t.co/iJiC1SRV0J
Battery Recycling and Repurposing Soon Become Profitable
Battery recycling will be cheaper and more profitable. And so will reuse and repurposing. Join us in London to discover why and discuss what it means for the market. https://t.co/9i3AHff5C2
Forehead Cameras Enable Scalable Training of Smarter Robot Hands
Indian Factory Uses Forehead Cameras to Train Smarter #Robot Hands at Scale by @sutoroveli_news #Innovation #EmergingTech #Technology https://t.co/Sz6hovAn3k
China's Top Solar Maker Aims to Match Battery Scale
China’s biggest maker of solar equipment wants to grow its batteries business to a similar size https://t.co/GrUSgFU3Ap
Chinese Carmakers Sell More, Earn Much Less
1/5 Good Caixin article on the profit squeeze among Chinese automakers: "China’s automotive industry entered 2026 under mounting strain, as a bruising price war and chronic overcapacity left many carmakers selling more cars while making less money." https://t.co/P0kwGwW54U
First Solar Sets 2025 Sales Record Amid Tariff Uncertainty
First Solar module sales hit record in 2025 as US production expands amid tariff uncertainty. https://www.metalnomist.com/2026/04/first-solar-module-sales-hit-record-as.html
US Battery Startup Chooses China Over Kentucky Plant
US battery startup builds factory in China after nixing Kentucky plant #energysky -- via Canary Media: https://t.co/dYmy9M0Soh
Low‑Cost Arms
This is the most promising direction in robotics today. Problem: industrial robot arms are too expensive to install Solution: low cost arms + vision + targeted machine learning technoques to make programming easier and system more robust to variation without...
U.S. Shipbuilding Lags; High‑Grade Iron Ore Boost Needed
America’s shipbuilding capacity has atrophied to just 8 commercial vessels last year, while our strategic competitors surge ahead. Closing this gap demands urgent reindustrialization: modern shipyards, resilient supply chains, and reliable sources of high-grade iron ore to feed American steel....
Sony's Robot Defeats Pros, Mastering Table Tennis Chaos
this robotics breakthrough just broke my brain. sony just built the 1st robot that beats professional table tennis players. so insane because table tennis is one of the HARDEST things you can ask a robot to do in the real world. > the...
Generational Semiconductor Breakthrough: New Material Transforms Industries
Introducing new materials into industrial processes can be a revolution for customers across industries. In the semiconductor space for example, a new, gamechanging material is introduced about once in a generation... https://t.co/wgKZN1tLZ1
Melody Robot Achieves Lifelike Presence with 39 DOF
Melody: Humanoid #Robot masters 39 degrees of freedom to achieve lifelike presence by Mrigakshi Dixit @IntEngineering Learn more: https://t.co/9jKh3PHJWA #Robotics #Technology #Engineering #Innovation https://t.co/PTwrGpdlX6
Titan Robot 3D‑prints Concrete Homes for Affordable Housing
Meet Titan: The #Robot That #3D-Prints Concrete Homes by @IntEngineering #3Dprinted #Technology #Innovation #EmergingTech #TechForGood https://t.co/rvVM8Q2aV7
Designers Choose EMIB Over TSMC for Strategic Benefits
Thanks Gemini lol. I used "strategic bridge" as a frame for EMIB intentionally but can't find the exact report. Joy. Gemini at least somewhat helpful. As @austinsemis and I will outline soon, there are very good reasons designers...
Europe Can Self‑manufacture Clean Energy, but at Higher Cost
Dr Nagat Karroum, Uniper Renewables, says that Europe could – technically – manufacture everything domestically for clean-energy expansion (rather than buying from China). But she adds that this would come with trade-offs in terms of cost and speed of deployment. https://t.co/4rWiRH3rtb
Museums Turn Art Into Merchandise with AI‑Powered Pipeline
Most museums have great art they want to turn into actual merchandise, but no clue how to actually make stuff. Finding factories, building prototypes, checking quality, all that. Accio Work handled the whole pipeline for them. Mucha's great-grandson used AI to...
Figure Boosts Robot Production 24×, 55 Built This Week
Today we’re giving an update on ramping F.03 production at BotQ In the last 120 days, Figure scaled manufacturing 24x - from 1 robot/day to 1 robot/hour We will manufacture 55 humanoid robots this week https://t.co/Am5Kn53mVE
AI CEOs Will Spark Company Boom and Labor Shortage
Once AI agents are capable enough to be CEOs of business, I predict that the number and size of companies doing valuable work will explode. And, big prediction: there will be so much real-world work for all these companies to...
AI Broker Saudara Revolutionizes International Sourcing Speed
International sourcing is broken. @saudaraAI is fixing it. Saudara is an AI broker connecting US brands with vetted overseas factories. Real humans, AI-powered, 10x faster than traditional sourcing agents. https://t.co/Bt4ZNJh1pQ Congrats on the launch, @edwardharyono_ and @jenandtech_!
U.S. EV Policy Sparks New Rust Belt, Exposing Limits
"How U.S. Electric Vehicle Industrial Policy Created A New ‘Rust Belt’" https://t.co/dwciwwcJL7 "this phenomenon shows the inherent limitations of government-led industrial development" https://t.co/WYvR8iHxw4