Oracle Shifts Supermicro Orders to Taiwan, Boosting Local Rivals
Oracle moves Supermicro orders to Taiwan, elevating local server makers More sources other than Bluefin (Research note last week) with the alarming loss for $SMCI https://t.co/Is2GQQmAkG
World's First 1000‑Layer QLC Flash Multi‑Stacked Cell Array
News from @KIOXIAAmerica at @VLSI_2026 Paper T1.4 World's first Multi-Stacked Cell Array scalable to 1000+ layer stacked QLC Flash ➡️ Quad-Level Cell using MSA-CBA ➡️ Overcomes cell degredation, wafer warpage, and large blcok size ➡️ Uses F2F and B2F Cu bonding for 2x218 WL ➡️...
China's New Supply‑Chain Rules: Security or Bureaucratic Delay?
China adds regulatory layer to supply chains. For security and resilience. Really? Or just more bureaucracy and chop marks? And supply chain delays?
Hormuz Blockade Drives Fertilizer Surge, Threatens Planting
Strait of Hormuz. Fertilizer prices. Hitting countries at what should be planting times. Pending food supply shortages and high prices. Hormuz—a global supply chain disaster.
Supply-Driven Freight Recovery Fueled by Capacity Tightening
Freight recovery is here — but it’s supply-driven. In Talking Transports, $JBHT CEO @Shelley_Simpson discusses: • 4-year freight downturn • Capacity tightening from enforcement • Intermodal growth opportunity • AI + productivity gains 🎧 Listen to Episode 136 of Talking Transports: Apple: https://t.co/UFqu2nvREk Spotify: https://t.co/jEzbzyaVh2 iHeart: https://t.co/PMZLX1Zan1 https://t.co/eCb5WV066Z: https://t.co/TlpRbThZLx @TheTerminal...
Reshoring Index Stays Negative Despite Trump Tariff Surge
Kearney's annual Reshoring Index, which measures imports from 14 Asian countries as a share of US manufacturing output, "remained in negative territory in 2025 despite a surge of Trump administration tariffs aimed at reviving American assembly lines" https://t.co/AJkVit3Iwx https://t.co/r9GzEb8Wji
Quantum Modeling Unlocks Practical Rare‑earth‑free Magnet Design
Quantum modeling may be the missing link in designing rare-earth-free magnets that are actually useful. https://spectrum.ieee.org/rare-earth-free-magnets?share_id=9430814
Giant Humanoid Robot Revolutionizes Japan’s Railway Maintenance
A New Humanoid Giant Is Transforming Railway Maintenance in Japan by @CyberRobooo #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/o6CFudzxMb
GDWN Foundry Extension Approved, Completion Set for August
#GDWN foundry extension planning approved…unanimously I hold & this is great news …building is scheduled to complete in August https://t.co/dp6OTU3JDO
Free Webinar Explores Additive Manufacturing From Design to Flight
Free #engineering webinar, RAeS Structures SG Webinar: Additive Manufacturing - from Design to Flight, 6 May, #avgeek #3Dprinting https://t.co/a42bK0hEYA https://t.co/Rb2hCoOpwh
Robots Create Digital Twins of Dm Stores at Night
Nighttime #Robots Build #Digital Twins of dm-Drogerie Markt Stores by @lukas_m_ziegler #Robotics #ML #EmergingTech #Innovation #Technology https://t.co/WWrYcf32qZ
Tier 2‑4 Indian Cities Hold Untapped Logistics Gold
India’s biggest logistics opportunity is still wide open. The real gap is in Tier 2, Tier 3, and Tier 4 cities, where demand is rising fast but logistics infrastructure is still far behind. #LogisticsIndia #LastMileDelivery #StartupIndia #SupplyChain #LogisticsTech https://t.co/iPTythCKDR
BHEL Secures DRDO Tech Transfer for Naval Power Systems
Bharat Heavy Electricals Limited has signed a technology transfer agreement with Naval Science and Technological Laboratory under DRDO for naval vessel technology. The agreement enables BHEL to manufacture, install, and commission LM2500 GT-IRSS systems, strengthening India's defense indigenization efforts and...
Simulation Boosts Sustainability in Semiconductor Manufacturing
#Technology #Thread #Semiconductor #Manufacturing #Simulation The Semiconductor Simulation Impact: 1/ - IEEE Transactions On Semiconductor Manufacturing Has Unique Paper That Showcases How Simulation Drives Sustainability In Semiconductor Industry.
Ming Yang Seeks New European Factory After UK Rejection
Ming Yang, a major Chinese maker of offshore wind turbines, aims to finalize a European site for a factory by June, after the UK rejected its plan to build a plant in Scotland https://t.co/QCuH0nVNf3
Autonomous Picking Scales to 6 Billion Orders
#Autonomous Picking Power: 6 Billion Orders and Counting by @LocusRobotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/A24K0whoNa
Robot Arms and Cameras Will Replace Humanoid Legs
This is a job for a robot arm or two + a camera. No need for the legs or battery pack. This use case will get relentlessly optimized until it's no longer a humanoid.
High‑precision 3D Scanning Transforms Grinding Roller Inspection
Revolutionizing Grinding Roller Inspection with High-Precision #3D Scanning #Technology via @WevolverApp #Innovation #EmergingTech #TechForGood https://t.co/KZJVowlGbS
New Silver Paste Designs Boost TOPCon & LECO Efficiency
Rethinking silver paste design for TOPCon, LECO solar cells #energysky -- via pv magazine global: https://t.co/NSMKHmlpa7
Linker Hand06 Delivers Human‑scale Precision in Robotics
Next-Level #Robotics: Linker Hand06 Brings Human-Scale Precision by @CyberRobooo #Robots #ArtificialIntelligence #Innovation #Technology #Tech https://t.co/TD00iI6Jr1
1959 View: Automation Threatens Craft, Shifts Workers to Offices
On the subject of old-timey views of automation, this piece, from a 1959 issue of Harpers, laments the loss of artisanal skills amid the rise of factory automation. Many of the displaced workers mentioned in the piece of course moved...
Today's LLM Fears Echo 19th‑century Luddite Anxieties
It's really striking how closely this argument mirrors the points made by the Luddites in the 19th century. Back then, textile workers were also worried about technology (looms rather than LLMs) being used to screw over workers, deskilling the workforce,...
Hormuz Strait Disruption Redefines Global Shipping Risks
Supply chain risk is global. Deutsche Welle (DW) covers how the Strait of Hormuz disruption is reshaping shipping and trade conditions. https://t.co/I1DnvYEyA5 #SupplyChain #Logistics #Geopolitics #Resilience
One‑Third of Texas Manufacturers Hurt by Iran War
New Dallas Fed survey of Texas manufacturers finds 34.8% of them have already been harmed by the Iran war, while only 11.1% have benefited. https://t.co/CsufgIXUuK https://t.co/BtxluTws5f
Supply Chains Struggle with Commodity Shocks, Hit Key Sectors
Can global supply chains handle such commodity surprises? What market sectors will take the biggest hits? And maritime and other logistics?
Waymo Wait Times Surge, Indicating
Demand perhaps?? Might not just be a "tourist attraction" after all. Getting closer to that Hyundai production line output..
Maximize AI Impact by Fixing Bottlenecks, Not Uptime
Eli Goldratt's book, The Goal, was famous for its (then unpopular argument) that keeping every machine running 24 hours a day, the metric most plant managers cared about, was actively making factories worse. I suspect we're seeing the same fallacy...
Embracing Failure Accelerates Manufacturing Innovation
Crash Molds to Innovate: Why Mistakes are Key to Progress Embrace failure as a stepping stone to innovation in the manufacturing industry with 𝐂𝐡𝐫𝐢𝐬 𝐒𝐭𝐞𝐯𝐞𝐧𝐬! Stream now: 🔗 https://t.co/JFMJsNnRVc 📽️ https://t.co/La7geK7RYf 🔗 https://t.co/DmYp21N5Kv https://t.co/WQ3aOR0XNw
IPX Launches 24/7 Titanium Production in Virginia
$IPX transitioned to continuous 24/7 operations at its Virginia titanium facility during the March 2026 quarter. Latest presentation: https://t.co/SmS1qRf7mj https://t.co/TysIqe2stk
Supply Chain Work Evolves: From Shop Floor to MODEX
When Rip Van Supply Chain woke up, the world had changed. Systems had changed. Now, in Part 3 of my series, I detail how the work has changed. You can see it yourself – from the shop floor to MODEX and other...
Vision AI Enables Robot to Inspect Car Chassis
How Han’s #Robot Uses Vision #AI to Inspect #Automobile Chassis via @WevolverApp #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/SgvoUx0Qdt
Spot Bottlenecks, Target Monopolistic Producers for Advantage
All you have to do is find supply chain bottlenecks and identify the key monopolistic producers
New Machine Stitches Flawless Seams in Seconds
This Machine Sews Perfect Seams in Seconds by @Fabriziobustama #Innovation #TechForGood #EmergingTech #Technology #Tech https://t.co/DfrjlCv1wQ
Trump Echoes Ford: America’s Industrial Base Is Eroding
President Donald Trump, Ford said, “really has voiced what some of us have been trying to get people to listen to for the last 20 years, which is, we are losing our industrial base.”
China’s Solar Exports Surge 50% to Record 68GW
China exported 68 gigawatts of solar technology in March, surpassing the previous record set in August by 50%, according to a report published Thursday by the energy think tank Ember. Fifty countries reported record-high imports of Chinese solar products, with...
United Solar Launches Oman Polysilicon Plant Boosting PV Supply
Inside PV Manufacturing: United Solar’s polysilicon factory in Oman #energysky -- via pv magazine global: https://t.co/S10anywXSb https://t.co/rOwdH8QGQj
No USMCA Cuts Threaten Cheap Foreign Cars in US
If USMCA no longer exists or a renewed version doesn’t significantly reduce tariffs on cars and auto parts made in North America, some foreign carmakers might not be able to build and sell the cheaper cars for the US market by...
Semiconductor Data Generation Requires Massive Financial Investment
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor Data Cost: 1/ - Generating Semiconductor Data Demands Substantial Financial Investments, Including Advanced Equipment, Skilled Labor, And Extensive Time Commitments.
Agentic AI Boosts BMW's Engineering Speed Twelvefold
The AI-powered R&D department: how agentic AI is supercharging engineering velocity “BMW accelerates analysis cycles twelvefold” https://t.co/wshZeLW7q3 https://t.co/6Sl6SlBiic
China's High-Speed Rail Builder Expands Into Electric School Buses
China's high speed rail maker apparently also makes electric school buses One just pulled up in my hood https://t.co/S65KTfIKLK
Orangewood Labs Scales Robot Deployment on Factory Floors
just caught up with @Abhindas1 of @OrangewoodLabs. lots of teams are getting into robotics now but orangewood has cracked robot deployment at scale on the factory floor. very impressed. also based out of SF. you love to see it. https://t.co/NDJ4mqmLWd
Clean Steel Production Can Be Efficient and Cost‑competitive
Maximizing the Efficiency of Clean Steel Production and Achieving Cost Competitiveness #energysky -- via RMI https://t.co/aFrhY6YxYA
Digital Twins and AI Drive Major IIoT Transformation
this looks great. Big changes happening with digital twins and AI for IIoT, automotive, pharmaceuticals etc.
More Weight, Higher Cost: Cars Keep Getting Heavier
One reason, under-appreciated, for why vehicles cost more is they simply put more stuff in them. Here is the average weight of a Ford Explorer over time. Weight = materials = higher cost. https://t.co/YVpZbdRae5
ROI Depends on Tech’s Cost Savings Over Existing Workflows
ROI assessments hinge on determining whether a new tech can deliver materially greater cost savings than the workflow solutions currently in place. https://t.co/z2TcmaeawM #robotics #warehouse #distributioncenter #AI #AIrobots https://t.co/3dpEN84FJx
Army Resumes $591M Artillery Ammo Production After Delay
We break: The Army will proceed with a $591 million General Dynamics. contract to start production at an artillery-ammunition factory after severe delays prompted a review of whether the project should be canceled. An Aug 2025 work-stop order at...
RunZero Masterfully Secures Fragile OT and ICS Environments
...In which hdmoore and I go "full packet-rat" and dig into what runzero have been developing to support the complicated , fragile, often safety-critical OT and ICS world. If you've ever knocked over a dusty Solaris box with an nmap...
Zhejiang Unveils NAVIAI‑I3 Next‑Gen Humanoid Robot
NAVIAI-I3: Zhejiang’s Next-Gen Robust Humanoid #Robot Launch by @CyberRobooo #Robotics #MachineLearning #ArtificialIntelligence #AI #ML https://t.co/ddPma01UQU
Seeing Port Operations' Massive Scale and Coordination
ASCM Inland Empire Port Tour 🚢 So valuable to see the scale and coordination behind port operations firsthand. #ASCM #SupplyChain #Logistics #Ports https://t.co/lTqFdqPwq8
Humanoid Robot Streamlines Repetitive Packaging in Logistics
Humanoid #Robot Powers Through Repetitive Packaging Tasks in #Logistics Centers via @ZappyZappy7 #Robotics #EmergingTech #Technology #Innovation https://t.co/rE5rBMuDim