Is any router made within the US? What will it take to receive a waiver?
"The Hanwha Philly shipyard delivers around 1 ship a year. A South Korean Hanwha shipyard delivers 1 a week." https://t.co/OwUFfT0mmc
We don’t find out we have a supply chain problem when everything is fine; we find out when we’re in a crisis and the shelves are empty. https://t.co/I0LD02tiAd
Leaving Canada high and dry could backfire, as the U.S. benefits greatly from Canadian manufacturing. We'll see how the strategy changes throughout these NAFTA negotiations. #NAFTA #trade #geopolitics https://t.co/G5bk8aSGAU
Modular #Robots That Reconfigure Like LEGO for Any Task or Environment via @ZappyZappy7 #Robotics #Innovation #EmergingTech #Technology https://t.co/kGyGT43Cy9
We just ordered Boom's first Scanning Electron Microscope. Extremely serious materials development is now happening. I think by the end of this year Boom will have the most advanced turbine blade manufacturing anywhere in the world.

Introducing Ⓛ 𝗟𝗔𝗖𝗘 𝗟𝗜𝗧𝗛𝗢𝗚𝗥𝗔𝗣𝗛𝗬 A novel approach to chip-making that can extend Moore's Law 10x beyond what is possible with light — to atomic resolution. News today: "Manufacturers use light-based lithography systems made by the Dutch company ASML, which dominates the market....

Lisa Anderson & Eric P. Rose discuss smart product redesign, regional supply chains, automation & the realities of bringing new products to market. 🎥 Watch Smart Product Redesign https://t.co/u4EuOwcFKd #SupplyChain #ProductInnovation #Manufacturing https://t.co/UGMQtlxsw1

The first batch of 99.7%-pure copper anodes produced by our new smelter at Kamoa-Kakula was recently delivered to the Atlantic port of Lobito in Angola. This shipment of anodes was the first to be transported along the Lobito Railway Corridor....

Stop the Xero/Zoho trap. Minutes matter in distribution. 🕒 SAP Business One gives real-time shop floor to back-office visibility. ⚡ Interested? Let's chat. Connect and let's talk how I can help you solve your problems. #Xero #Zoho #SAPBusinessOne $SAP #SupplyChain https://t.co/AbeWViEFr2
Look past the jargon and you have a major producer of a building block for plastics preparing to shutdown production soon. It's like financial contagion but its syringes and straws instead of structured derivatives https://t.co/TLVrzqtUVi
“Can take twice as long” Are you kidding me?? We have been building the aircraft carrier USS John F Kennedy for SEVENTEEN YEARS and it’s still not completed.

Musk: $20B chip factory. Amazon: $50B into OpenAI + new Trainium lab. The AI race is no longer about models. It is about who controls the silicon underneath. Current fab capacity covers 2% of what is needed. Two percent. https://t.co/cl1qOf5ih0
Next-Level #Robotics: Linker Hand06 Brings Human-Scale Precision by @CyberRobooo #Robots #ArtificialIntelligence #Innovation #Technology #Tech https://t.co/Dm7ETe7t3d
“Last year, I visited 11 robotics companies in China across five cities…All of them were engaged, in different ways, in the race to…commercialise robots capable of replacing human workers—and some of them already have eager western buyers.” @Changxche https://t.co/jen93jcxA4
Construction is becoming more automated and more precise. The Optimas S19 paving machine is a good example of that shift. Designed for large-scale projects, it automates the placement of paving stones, handling tasks that traditionally required significant manual labor. What stands out...

"At least two New Glenn second stages (GS2) appear in final integration, complete with insulation blankets. Complete tank sections for at least four more stages await insulation, while bulkheads and barrel sections indicate yet another unit in the works." https://t.co/JPS90rT2WC...
💡How can the expanding and collapsing range of a three arm clamp be increased ❓ Most mechanisms have a limit on the maximum or minimum range they can handle. This mechanism provides us with a more suitable option. #mechanism #design...
Nvidia’s Huang calls China ‘formidable’ in robotics as firm bets on physical AI Huang says US robotics industry will have to rely on China’s supply chain despite US pioneering market... Yup...3D chess vice one dimensional game within Beltway.... https://t.co/rrFQq5IlpQ
If you want to bring shipbuilding to the U.S. at the scale of China or South Korea or even Japan its not only going to take massive capital investment, but you also have to fundamentally change the way these businesses...

I do genuinely enjoy some of the company names on Asian exchanges that literally make clear what they do. Global Wafers is another one. That said, TSMC is going to lean heavily on OSATs for capacity support. Interesting times....

Still think he was better of JVing with Intel foundry. He will struggle to get ASML machines, even if @substrate is invlolved it is many years before this 100k WPM is remotely possible. I'm sure Elon is taking the...
“Silicon Valley spent the last two years convincing everyone that AI is a pure software revolution, completely forgetting that the entire trillion-dollar capex cycle is dependent on a noble gas extracted in a Middle Eastern warzone. 🤡 You can raise all...
𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲'𝘀 𝘁𝗮𝗹𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝗔𝗜. 𝗕𝘂𝘁 𝗺𝗼𝘀𝘁 𝗼𝗿𝗴𝗮𝗻𝗶𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝘂𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝘄𝗿𝗼𝗻𝗴 𝗸𝗶𝗻𝗱. 𝗧𝗵𝗲𝗿𝗲 𝗮𝗿𝗲 𝘁𝘄𝗼 𝘁𝘆𝗽𝗲𝘀 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗿𝗶𝗴𝗵𝘁 𝗻𝗼𝘄. Horizontal AI — ChatGPT, Copilot, Gemini — is built for everyone. Broad, general-purpose, impressive. But it doesn't know your industry,...
Chinese PV Industry Brief: Wafer prices fall on weak demand #energysky -- via pv magazine global: https://t.co/Lzcqrequzf
Two brothers convicted of running ghost gun factory that produced untraceable 3D printed firearms — used 3D printers to build gun frames while associates purchased other parts on eBay https://t.co/LACd1R0Pp5
Electronic skin is starting to change how machines interact with the physical world. This material combines dense fibers with integrated sensors that can detect pressure, touch, deformation, and subtle changes in contact in real time. For humanoid robots, especially hands, this is...
🇨🇳 China's AI powered car inspection system scans through over 1,000 functions in just 3 hours #carinspection #artificialintelligence #AI #AIautomation #automation @PawlowskiMario @chidambara09 @Ym78200 @CurieuxExplorer @efipm @bigfundu @sayedflah @Ronald_vanLoon @cyngn @belindabeibi @odisseiaalfa @DigitalColmer @MyCompanionsAI @KirkDBorne @patricegorissen @jeffkagan @EdwardKens50830 @enilev @insom_ai333 @ChrisCCrowley @sallyeaves...
AI macro: capex adds ~0.4pp to US GDP; supply-chain winners: Taiwan, Korea, Mexico. US leads models; China scales manufacture. Risks: skills gap, geopolitics. Trade: buy Taiwan semiconductors. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Stanford’s Minimalist Control Lets #Robots Handle Fragile Objects Without Sensors by @lukas_m_ziegler #Robotics #Engineering #Innovation #Technology https://t.co/L4Jb9a6A9a
USA Rare Earth to build REE plant in France, co-located with Caremag oxide output and backed by C31V credits. https://www.metalnomist.com/2026/03/usa-rare-earth-to-build-ree-plant-in.html
#WhosNext? Hydro line workers? Another potentially dangerous job that #Robots could take over and save humans from danger. (New China TV) #Robotics #Automation https://t.co/Fu5jwbx2W8
#WhosNext? Produce graders, sorters and packers? SortiPack by Crux Agribotics looks to automate these processes. (Wevolver) #Automation #FoodHandling #AgriTech https://t.co/zYwxcHaIW4
SAP's integration within its own product suite (Concur, SuccessFactors, Ariba) often surpasses its ability to connect S/4HANA to third-party manufacturing or WMS systems. Connecting external systems can be more complex. #SAP #EnterpriseSoftware #Integration https://t.co/HG0QdQlN6i

When the Iran war ends. How the Iran war ends. Will firms around the world be dealing with their own circles of supply chain hell? All the products. Their applications. How and how long to fix? And the cost? https://t.co/ViUVhryJZY
#WhosNext? Road cleaning crews? The latest #Innovation in cleaning truck #Technology has used #Automation to eliminate more laborious cleaning tasks. (GiGadgets) https://t.co/TBdM7aaSgS

Lisa Anderson was quoted in the Press-Enterprise on Southern California’s clean-air rule aimed at warehouses and what it is changing for logistics and supply chain decisions. https://t.co/gQskCnYPRh #SupplyChain #Logistics #Warehousing https://t.co/3jG0CxCSRS

𝐑𝐲𝐚𝐧 𝐌𝐜𝐆𝐞𝐡𝐞𝐞, a 23-year-old legend who is running an innovative machine shop as part of a larger company. He shares some insights on how he's managed to get where he is at 23. Stream now 🔗 https://t.co/iF2u1anbBd 📽️ https://t.co/JDCjWExpS3 🔗 https://t.co/DmYp21NDA3 https://t.co/MzmMMoMTEr
Microreactors produce very expensive power today but if we can manufacture them at a rate of 100 a year you could see the costs come way down.
TIAGo Pro: Advanced Mobile Manipulation #Robot for Manufacturing and #Healthcare by @PALRobotics #Robotics #AI #ArtificialIntelligence #EmergingTech #TechForGood https://t.co/7MyX5Ohctu
In 2012, Amazon acquired Kiva. One year later, it had around 1,000 robots. Today, that number exceeds 1 million. This kind of growth didn’t happen by simply adding more machines. Amazon reorganized its warehouses around automation. Robots handle movement, positioning, and flow of goods,...
Caixin: "Major Chinese carmakers are setting ambitious overseas sales and localized production targets for 2026 to offset a cooling domestic market." https://t.co/P0EUxL3lEN

Rick Rieder of BlackRock told Unhedged. 👉 “This is one of the largest supply shocks we’ve seen in a generation, 👉markets have had to react quickly, 💥 when markets move quickly, they overreact.” https://t.co/RRf6LgSI91

#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor Let Us Learn About Data Bottleneck: 1/ - The Semiconductor Data Bottleneck Is Emerging As A Critical Constraint In Modern Chip Development And Manufacturing. - As Data Volumes Explode Across The Silicon Lifecycle, The Ability To...

Under Biden-era industrial policy, the US was building a domestic battery industry at record pace to supply the growing market for US-built EVs. The GOP axed the policies driving EV demand, making most of those battery plants unnecessary. Now, in...

The best factories don’t rely on just tech—they align tech, operations, and people. #DigitalManufacturing #TechOps #SmartFactory #Industry40 #ManufacturingLeadership #DigitalTransformation https://t.co/JZqZ0xHGN6

First day of spring/equinox = a supply chain reset: refresh assumptions, clean data, align priorities. Want more predictability? Contact LMA. #SupplyChain #SIOP https://t.co/T9DVT39eRQ

As we transition to the agentic enterprise. Stil work to be done to fully model the value of intelligence manufacturing plants (AI Factories). https://t.co/HbYZCQFhhC
Oh, oh. China. Rare earth exports increase. Fall to US. And the supply chains? The US-China trade deal? And the delayed Trump-Xi meeting?
JUST IN: Tesla expected to start Semi deliveries this summer, delivering up to 15,000 in 2026