The hottest Manufacturing Substack posts right now

And their main takeaways
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Construction Physics • 27768 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.
Noahpinion • 10588 implied HN points • 28 Feb 24
  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.
SemiAnalysis • 7677 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.
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.
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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.
Chartbook • 1187 implied HN points • 17 Mar 24
  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.
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 Greek Analyst • 299 implied HN points • 24 Apr 24
  1. Greek manufacturing sector shows signs of recovery, hitting record highs in employment, productivity, and sales.
  2. Manufacturing exports have tripled since the crisis, but Greece still lags behind other European countries.
  3. Investing in smart manufacturing, robotics, innovation, and collaboration between universities and industry is crucial for the future growth of the Greek manufacturing sector.
Geopolitical Economy Report • 1056 implied HN points • 31 Jan 24
  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.
Interconnected • 446 implied HN points • 27 Feb 24
  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 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.
Ulysses • 239 implied HN points • 06 Mar 24
  1. Software startups have unique advantages like zero-cost replication and large markets, but building unicorns is still rare.
  2. Deep tech ventures face challenges like talent scarcity and long payback periods, but success can create a science-fiction future.
  3. Different models for deep tech leverage value generation, such as software-derived value, economies of scale, high-margin consumables, and extreme capital goods durability.
lcamtuf’s thing • 2166 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.
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.
ChinaTalk • 192 implied HN points • 07 Mar 24
  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.
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.
ChinaTalk • 148 implied HN points • 27 Feb 24
  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.
More Than Moore • 303 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.
More Than Moore • 87 HN points • 27 Feb 24
  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.
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.
Apricitas Economics • 63 implied HN points • 11 Mar 24
  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.
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.
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.
More Than Moore • 186 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
Investing 101 • 59 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.