The hottest Manufacturing Substack posts right now

And their main takeaways
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Construction Physics • 27559 implied HN points • 31 Jan 24
  1. Developing a new commercial aircraft is incredibly expensive, with development costs exceeding billions and posing significant financial risks to companies.
  2. Aircraft manufacturers face challenges in predicting market demand and trends, with incorrect guesses leading to financial losses and potentially fatal setbacks.
  3. Given the high costs and risks involved in developing new aircraft, manufacturers often opt to revise existing models to mitigate costs, keep pilot training minimal, and maximize efficiency.
SemiAnalysis • 7172 implied HN points • 09 Feb 24
  1. Hybrid bonding is a major innovation in semiconductor manufacturing, impacting design processes and supply chains.
  2. There are engineering challenges in bringing hybrid bonding to high volume production, with a focus on cleanliness, surface smoothness, and alignment accuracy.
  3. Wafers are bonded using advanced techniques such as wafer-to-wafer or die-to-wafer processes based on alignment accuracy, throughput, and bond yields.
Lucian Truscott Newsletter • 3655 implied HN points • 06 Feb 24
  1. Private equity in aircraft manufacturing can lead to cost-cutting measures that compromise safety.
  2. Recent accidents involving Boeing 737 models point to potential flaws in design and manufacturing processes.
  3. Pressure to speed up production in the aviation industry can result in quality control issues and safety risks.
Investing 101 • 27 implied HN points • 24 Feb 24
  1. The history of venture capital reveals a significant role played by hardware companies in the tech industry's early days, tracing back to the 1950s and even earlier.
  2. The decline in hardware investment by VCs in favor of software has had implications on manufacturing and American industrial capabilities, with a recent resurgence in manufacturing employment in the US.
  3. The recent interest in hard tech and manufacturing by VCs has led to a new wave of investment, sparked by success stories like SpaceX and Nvidia, raising concerns about hype cycles and the need for a deeper understanding of the complexities of hard tech startups.
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Construction Physics • 26933 implied HN points • 07 Jul 23
  1. Titanium is abundant in the earth's crust but took time to be utilized due to its bonding properties.
  2. The development of titanium as an industrial material was heavily supported by government research and funding.
  3. The story of titanium showcases the importance of serendipity in scientific discoveries and the critical role of manufacturing in technology advancement.
The Micromobility Newsletter • 235 implied HN points • 30 Jan 24
  1. A new bill for lithium-ion battery safety standards in the US has rare bipartisan support in Congress.
  2. Jersey City is implementing a system for secure charging and storage of electric bikes.
  3. Several companies worldwide are ramping up electric vehicle production and investing in sustainable practices.
Numlock News • 78 implied HN points • 11 Feb 24
  1. BYD, a Chinese electric car manufacturer, has entered the shipping industry by building RORO vessels to transport their vehicles globally.
  2. In 2023, BYD shipped 240,000 vehicles overseas, a significant increase from the previous years and a clear indication of their growth in the market.
  3. RORO vessels have been uncommon due to the effects of the 2008 recession, with most vehicle manufacturers owning their fleets, making BYD's move notable.
Construction Physics • 10856 implied HN points • 23 Feb 23
  1. Steel production has evolved over 800 years, with blast furnaces being a crucial part of the process.
  2. The blast furnace technology has seen gradual improvements by engineers and craftsmen over centuries.
  3. As advancements like hot blast and mechanization have been made, the blast furnace's role is changing in modern steelmaking.
The Asianometry Newsletter • 1861 implied HN points • 05 Jul 23
  1. The semiconductor industry shifted to producing 3-D transistors like the FinFET for better control over the channels.
  2. Classical scaling involved shrinking transistor dimensions to improve performance, power, and area gains.
  3. 3-D transistor designs like FinFETs and Gate all around are pushing semiconductor technology forward, but come with added complexity and cost.
The Asianometry Newsletter • 1692 implied HN points • 12 Jul 23
  1. Sharp Corporation, a giant in consumer electronics, faced a 20-year decline due to reliance on the challenging LCD panel business.
  2. Founder Tokuji Hayakawa's journey from a young apprentice to creating iconic products like the Hayakawa Mechanical Pencil and Sharp radios.
  3. Sharp's move towards LCD technology led to financial strain, intense competition, and ultimately being acquired by Foxconn in 2016, marking the first foreign takeover of a major Japanese electronics firm.
The Asianometry Newsletter • 2368 implied HN points • 24 May 23
  1. In the late 1980s, Japanese firms dominated the lithography market, overtaking American suppliers.
  2. The US led the early semiconductor industry, influencing chip development and government interest.
  3. Japan's VLSI project in the 1970s propelled their indigenous semiconductor industry through collaborative research and development.
More Than Moore • 217 implied HN points • 01 Dec 23
  1. TSMC is a leading foundry with a focus on developing cutting-edge technologies and hosting events to showcase their advancements and collaborations.
  2. TSMC's current focus is on production, including expanding fab capabilities and advancing in process nodes like N3 and N2 with improved performance and power efficiency.
  3. In addition to process nodes, TSMC is also working on advancements in memory technology like HBM3 and HBM4, as well as expanding analog design tools and focusing on 3D integration for complex chip packaging.
lcamtuf’s thing • 2127 implied HN points • 09 Mar 23
  1. Designing your own PCB allows for faster iteration on new designs compared to ordering custom circuit boards.
  2. KiCad is a recommended tool for designing hobby PCBs due to its extensive library of footprints and open-source nature.
  3. Consider important factors like component placement, trace widths, and manufacturing constraints for successful PCB layout.
Hardcore Software • 393 implied HN points • 14 Sep 23
  1. Apple's efforts to fight climate change go beyond the criticized video and involve significant, strategic initiatives.
  2. Apple's vertical integration approach to packaging optimizes materials, reduces waste, and enhances profitability.
  3. Apple's focus on sustainability extends to materials used in products, manufacturing processes, and transit efficiency, all contributing to environmental and financial benefits.
Exponential Industry • 39 implied HN points • 10 Jan 24
  1. The Exponential Industry GPT is tailored to the business of manufacturing technology with curated knowledge of manufacturing terminology, business understanding, and technology tradeoffs.
  2. Building a GPT involves providing a specific context, persona, and conversational tone, with additional instructions and knowledge to further customize it.
  3. The Exponential Industry GPT showcases the difference in usability by providing tailored responses related to manufacturing technology, offering specific strategies and insights.
More Than Moore • 133 implied HN points • 22 Nov 23
  1. Intel has been successful in using EUV in their Intel 4 technology
  2. The development of nodes at Intel involves extensive research, pathfinding, and process development before transferring to high-volume manufacturing
  3. Intel is progressing well with their roadmap of '5 nodes in 4 years', with Intel 4 completed and Intel 3 on track
SatPost by Trung Phan • 90 implied HN points • 08 Dec 23
  1. Chip Wilson pioneered the athleisure industry by solving clothing problems like the 'camel-toe issue'.
  2. Lululemon's success came from addressing the need for functional and fashionable female athletic apparel.
  3. Wilson's focus on vertical retailing and product innovation led to Lululemon's growth in the athleisure market, including solving unique design problems like the 'ball-crushing' issue with the ABC pants.
Gad’s Newsletter • 35 implied HN points • 08 Jan 24
  1. Manufacturing jobs in the US are seeing an increase in employment due to domestic production efforts and legislation like the Chips Act.
  2. Wage fairness and safety remain concerns in the manufacturing industry, despite some improvements over time.
  3. Enhancing productivity and improving worker conditions must go hand in hand for sustainable progress in the manufacturing sector.
kamilkazani • 727 implied HN points • 09 Jun 23
  1. Machine tool production is concentrated in Western Europe and East Asia, led by Germany and Japan.
  2. The machine tool industry is knowledge-intensive and technology-driven, requiring skilled labor.
  3. Old industrial powers that adapt to new technology changes have a significant impact on machine tool production.
Let Us Face the Future • 235 implied HN points • 14 Jul 23
  1. Optical computing uses light particles instead of electrons for computations, promising faster processing speeds and energy efficiency.
  2. Opto-electronic computing is close to commercialization, combining optical and electronic functions to leverage speed and bandwidth advantages.
  3. Optical computing faces challenges in adoption due to the need for changing components and manufacturing processes, but has potential for high-performance tasks like AI training.
Mule’s Musings • 263 implied HN points • 15 Jun 23
  1. VLSI Japan discussed the revolutionary Backside Power Delivery (BSPDN) technology and its importance in semiconductor design.
  2. BSPDN addresses the IR droop problem in semiconductor design, offering power and performance benefits like decreased IR droop and increased core performance.
  3. Intel's adoption of PowerVia technology positions them ahead of competitors like TSMC, providing potential competitive advantages in process efficiency and cost.
SatPost by Trung Phan • 122 implied HN points • 09 Sep 23
  1. In 2007, Steve Jobs chose Corning's Gorilla Glass for the iPhone screen, sparking a journey into the science and history of glass development.
  2. Corning's development of Gorilla Glass involved innovative techniques like ion exchange to strengthen the glass and meet Apple's demands for a durable and thin screen.
  3. Corning, a 170-year-old company, has a diverse range of products beyond Gorilla Glass, showcasing resilience and adaptation in various industries including optical communications and life sciences.