The hottest Manufacturing Substack posts right now

And their main takeaways
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A Cycle of Misery: The Business of Building Commercial Aircraft

Construction Physics • 27768 implied HN points • 31 Jan 24
💼 Business Aviation Manufacturing Industry Competition Economics
  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.

At least five interesting things for the middle of your week (#29)

Noahpinion • 10588 implied HN points • 28 Feb 24
🏥 Health & Wellness AI Food Science Manufacturing
  1. AI might help restore the middle class by narrowing the productivity gap between high-skilled and low-skilled workers.
  2. Americans can still afford food, with spending on groceries remaining steady while restaurant spending has increased.
  3. Native Americans in Canada are involved in urban development and industry, showing a potential avenue for economic growth and modernity.

Hybrid Bonding Process Flow - Advanced Packaging Part 5

SemiAnalysis • 7677 implied HN points • 09 Feb 24
🕹 Technology Semiconductors Manufacturing Equipment
  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.

Chartbook 270: How Russia makes missiles - an important report from Rhodus Intelligence

Chartbook • 1187 implied HN points • 17 Mar 24
🌍 World Politics Military Manufacturing Imports Sanctions
  1. The war in Ukraine showcases Russia's significant advantage in missile production compared to Europe and the US.
  2. Russia's ability to sustain high levels of missile output is linked to its strategic importation of advanced CNC machines, particularly from the West and China.
  3. The Rhodus Intelligence report reveals the complex dynamics of Russia's military production surge, showcasing the importance of machine tools and imports in modern missile manufacturing.
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Of falling door plugs and missing bolts and holes in fuselages and 737 Max 9's

Lucian Truscott Newsletter • 3655 implied HN points • 06 Feb 24
💼 Business Aerospace Manufacturing Corporate culture Quality control
  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.

The Story of Titanium

Construction Physics • 26933 implied HN points • 07 Jul 23
🔬 Science Materials Research Engineering Manufacturing Medical
  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.

China is ‘world’s sole manufacturing superpower’, with 35% of global output

Geopolitical Economy Report • 1056 implied HN points • 31 Jan 24
🌍 World Politics Manufacturing Economy Trade Industrialization Geopolitics
  1. China has become the world's top manufacturing power, accounting for 35% of global production.
  2. China's economic success is largely attributed to its state-led development model, with government-controlled enterprises and strategic policies.
  3. The US is heavily reliant on Chinese manufactured goods, making complete decoupling challenging and costly for both countries.

Japan's Semiconductor Red Carpet

Interconnected • 446 implied HN points • 27 Feb 24
🕹 Technology Semiconductors Manufacturing Government support Global expansion Workforce
  1. Japan's semiconductor industry is making a strong effort to attract TSMC and boost chip manufacturing through government support and strategic investments.
  2. Kumamoto in Japan is proving to be a successful hub for TSMC with speedy construction, substantial government subsidies, and efforts to welcome and retain Taiwanese employees.
  3. Soft touches like cultural support, language programs, and local community integration are enhancing the success of TSMC's venture in Kumamoto, highlighting the importance of human factors in high-tech industries.

The blast furnace - 800 years of technology improvement

Construction Physics • 10856 implied HN points • 23 Feb 23
🕹 Technology Innovation History Manufacturing Science Environment
  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.

Taiwan vs. US Chip Subsidies: Bolstering the Sacred Mountain

ChinaTalk • 192 implied HN points • 07 Mar 24
🕹 Technology Semiconductors Incentives Manufacturing
  1. Taiwan allows companies to choose which technologies to invest in, unlike the US and South Korea which target specific areas to strengthen the supply chain.
  2. Taiwanese lawmakers grant significant discretion to government ministries in managing subsidies, in contrast to the US and EU where subsidies are tightly regulated.
  3. Taiwan's central government manages and funds the most significant incentive programs for the semiconductor industry, a strategy that reflects a commitment to enhancing existing strengths.

India’s Chip War

ChinaTalk • 148 implied HN points • 27 Feb 24
🕹 Technology Semiconductors Manufacturing Software Design Globalization
  1. India excels in software and design but faces challenges in manufacturing semiconductors due to historical economic policies that hindered growth in hardware and manufacturing sectors.
  2. India's approach to semiconductor industry development differed from Taiwan and China, starting from the design end rather than electronics assembly, posing challenges due to lack of a broader electronics ecosystem and global integration.
  3. Software industry in India thrived due to less restrictive regulations compared to hardware industries like semiconductors heavily controlled under small-scale industry reservations, hindering growth in manufacturing sectors.

Congress in Rare Agreement on E-Bike Battery Bill

The Micromobility Newsletter • 235 implied HN points • 30 Jan 24
💼 Business Transportation Manufacturing Sustainability Regulation Investment
  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.

How Japan Won the Lithography Industry

The Asianometry Newsletter • 2368 implied HN points • 24 May 23
🕹 Technology Industry Semiconductors Manufacturing Innovation Competition
  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.

The 3-D Transistor Transition

The Asianometry Newsletter • 1861 implied HN points • 05 Jul 23
🕹 Technology Semiconductors Innovation Manufacturing Future Technology
  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 20 Year Fall of Japan's Sharp Corporation

The Asianometry Newsletter • 1692 implied HN points • 12 Jul 23
💼 Business Technology Leadership Finance Manufacturing Acquisition
  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.

Mexico's Investment Boom

Apricitas Economics • 63 implied HN points • 11 Mar 24
💼 Business Investment Construction Manufacturing Exports Economy
  1. Mexico is experiencing a significant investment boom driven by major public works projects and supply-chain nearshoring.
  2. The construction boom in Mexico, particularly in southern states, has been fueled by massive public works projects like the Tren Maya and Dos Bocas refinery.
  3. Mexico's export manufacturing sector is growing, with a focus on genuine manufacturing growth in industries like computer, appliance, and motor vehicle production.

The Race to 2nm: RISC-V Chips in Japan

More Than Moore • 87 HN points • 27 Feb 24
🕹 Technology Semiconductors AI RISC-V Manufacturing Research
  1. Rapidus, a new semiconductor company in Japan, aims to bring 2nm manufacturing capacity online by 2027 with backing from major Japanese companies and government subsidies.
  2. The Leading-Edge Semiconductor Technology Center (LSTC) in Japan, a collaboration between the US and Japan, will focus on advanced research and building vital silicon for both economies.
  3. Tenstorrent's collaboration with LSTC involves providing advanced high-performance RISC-V cores and chiplets, indicating a push towards AI acceleration and cutting-edge technology development.

Designing your own PCBs

lcamtuf’s thing • 2166 implied HN points • 09 Mar 23
🕹 Technology Electronics Manufacturing Tools Prototyping
  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.

TSMC OIP Forum: Fabs, N3/N2+BSPN

More Than Moore • 303 implied HN points • 01 Dec 23
🕹 Technology Semiconductors Manufacturing Innovation Research Events
  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.

Deep Tech For Deep Minds? Or Deep Pockets?

Investing 101 • 59 implied HN points • 24 Feb 24
💼 Business Venture Capital Manufacturing Investing Technology Hardware
  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.

Numlock Sunday: Zeyi Yang on BYD

Numlock News • 78 implied HN points • 11 Feb 24
🕹 Technology Electric Vehicles Shipping Manufacturing
  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.

How Taiwan became Arrakis

Deep Into The Mundane • 17 HN points • 20 Mar 24
🕹 Technology Semiconductors Manufacturing Innovation Research Economics
  1. Taiwan's TSMC is crucial to the global economy, producing chips for major tech companies like Apple, Nvidia, and Tesla.
  2. ASML, a Dutch company, has a monopoly on EUV lithography machines, a key technology for chip manufacturing, with machines costing hundreds of millions of dollars.
  3. TSMC's innovative 'pure-play foundry' model, led by visionary Morris Chang, revolutionized chip manufacturing, emphasizing collaboration with designers and avoiding competition with customers.

210: It's (Not Necessarily) Fair to Mock Apple's "Mother Nature" Video

Hardcore Software • 393 implied HN points • 14 Sep 23
🕹 Technology Environment Manufacturing Sustainability Supply Chain
  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.

Who produces machine tools?

kamilkazani • 727 implied HN points • 09 Jun 23
💼 Business Manufacturing Technology Global Trade
  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.

Interview with Intel’s Dr. Ann Kelleher

More Than Moore • 186 implied HN points • 22 Nov 23
🕹 Technology Semiconductors Manufacturing Research and Development Innovation Engineering
  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