The hottest Manufacturing Substack posts right now

And their main takeaways
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Battery Component Price Report: October 2024

Intercalation Station • 59 implied HN points • 02 Nov 24
🕹 Technology Energy Batteries Sustainability Manufacturing Market Trends
  1. LFP battery prices are still under $50 per kWh. This means it’s a good time for consumers looking for affordable energy solutions.
  2. The report tracks battery component prices every month. Following the trends can help understand the market better.
  3. Subscribing gives access to exclusive updates and resources. It's a way to stay informed about changes in the battery industry.

Why China might lead the Robot Revolution

Faster, Please! • 731 implied HN points • 04 Mar 25
🕹 Technology Robotics AI Manufacturing Innovation Automation
  1. China is likely to take the lead in humanoid robots because of its strong manufacturing skills. This makes it easier for them to produce these robots in large numbers.
  2. Humanoid robots could help fill job shortages in various industries like healthcare and logistics. As many people are retiring, robots might take on tasks that are hard to fill.
  3. While the US may not lead in making physical robots, it has a lot of smart technology for AI that powers these robots. The real competition will be between making the robots themselves and the technology that controls them.

Why We Make the Exeter Hammer

The American Peasant • 2715 implied HN points • 27 Oct 24
💼 Business Product Development Entrepreneurship Manufacturing Marketing Sales
  1. The Exeter Hammer was developed over three years to create a lightweight, balanced tool ideal for furniture makers. It combines good design and functionality to improve woodworking tasks.
  2. The hammer's design process involved scrapping an earlier project that felt too similar to common hammers on the market. This led to creating a unique hammer that meets specific needs of woodworkers.
  3. The first 400 hammers sold quickly, showing a strong demand and approval from users. This success suggests that thoughtful design can resonate well with the target audience.

When are tariffs good?

Noahpinion • 19353 implied HN points • 06 Feb 25
🇺🇸 U.S. Politics Trade policy Tariffs Economics National Security Manufacturing
  1. Tariffs can help protect national security by ensuring that the U.S. maintains essential manufacturing capabilities for military needs. Having domestic industries ready to switch to military production is crucial in case of conflicts.
  2. Targeted tariffs can support 'national champions,' which are big domestic companies that can thrive by limiting foreign competition. This helps the country's economy by allowing its firms to earn more profit and create jobs.
  3. The infant industry argument suggests that tariffs can help new industries grow by shielding them from foreign competition until they are strong enough to stand on their own. However, broad tariffs should be carefully considered as they might not apply well to every situation.

Reading List 02/01/2025

Construction Physics • 13779 implied HN points • 01 Feb 25
🕹 Technology AI Data Centers Energy Automotive Manufacturing
  1. Coal power is declining in the US, with many plants converting to natural gas. This shift is largely due to the cheaper cost of natural gas compared to coal.
  2. India is planning to build a massive data center capable of three gigawatts. This would make it the largest data center in the world, responding to a growing demand for AI processing power.
  3. German car manufacturers are facing tough challenges as competition from Chinese automakers grows. Many companies are cutting jobs and exploring partnerships to stay competitive in the market.
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Battery production is genuinely difficult

Intercalation Station • 99 implied HN points • 01 Nov 24
🕹 Technology Battery tech Manufacturing Sustainability Electric Vehicles Innovation
  1. Making batteries is really hard. Even small mistakes can lead to big problems and waste.
  2. Northvolt faced issues with unrealistic goals and timelines from its management, leading to disorganization and challenges in their production process.
  3. Quality control and procurement problems contributed to the company's struggles, highlighting a need for clear communication and better management practices.

Yes, reshoring American industry is possible

Noahpinion • 30882 implied HN points • 25 Jan 25
🇺🇸 U.S. Politics Industrial Policy Manufacturing Trade Policies Bipartisanship Economic strategy
  1. Reshoring American manufacturing is gaining support from both political parties. People are starting to believe that the U.S. can successfully make things again.
  2. Certain industries like solar power, semiconductors, and batteries are showing promising signs of growth in the U.S. This means that American factories are being built and jobs are being created.
  3. The success in these industries could lead to more manufacturing opportunities across the country. A strong manufacturing base helps related businesses and creates a good economic environment.

Up Wing/Down Wing #35

Faster, Please! • 731 implied HN points • 01 Mar 25
🕹 Technology AI Quantum Computing Space Exploration Manufacturing Healthcare
  1. OpenAI has released a new AI model called GPT-4.5 that is better at understanding prompts and generating content. This improvement makes AI more reliable for writing and coding tasks.
  2. Amazon has launched its first quantum computing chip named Ocelot, which could tackle complex problems much faster than regular computers. This is a big step in the competition for advanced technology.
  3. AI is now helping organizations to better target aid for people in need by analyzing various data sources. This technology can make sure help reaches the right communities, improving ways to fight poverty.

Morris Chang and the Origins of TSMC

Construction Physics • 46767 implied HN points • 31 Dec 24
🕹 Technology Semiconductors Innovation Manufacturing Entrepreneurship History
  1. Morris Chang founded TSMC in 1985, turning it into a key player in the semiconductor industry. He saw the need for a company that could manufacture chips for others, which allowed many new companies to emerge.
  2. Chang's journey was not smooth; he faced many challenges and failures before achieving success with TSMC. Much of his early career included tough breaks, but he persevered and created something significant.
  3. TSMC's unique business model changed how semiconductor companies operated by providing manufacturing services without competing directly with clients. This innovation helped TSMC grow quickly and become vital for tech giants like Apple and Intel.

Gridlocked: Transformer Shortage Choking U.S. Supply Chains

ChinaTalk • 948 implied HN points • 11 Feb 25
🇺🇸 U.S. Politics Industrial Policy Supply Chains Manufacturing National Security
  1. There's a big shortage of transformers in the US, which are crucial for powering everything from homes to new technology like AI and electric vehicles. This shortage is causing long delays in construction and other projects.
  2. US production of transformers is struggling due to a lack of trained workers and supply chain issues. Only about 20% of the domestic demand is currently being met, leading to rising costs.
  3. This transformer shortage presents a security risk as foreign attacks could cripple the grid. Improving regulations and providing support for domestic manufacturing could help address these problems.

Manufacturing is a war now

Noahpinion • 45765 implied HN points • 04 Dec 24
🇺🇸 U.S. Politics Manufacturing Trade policy Defense Strategy International relations Economic Policy
  1. Manufacturing is becoming a major struggle between countries, especially between democracies and China. If a conflict arises, it could lead to serious consequences for those not producing enough weapons.
  2. China is rapidly increasing its production capabilities across various industries, including military manufacturing. As a result, other countries are facing challenges in competing against China.
  3. Both major political parties in the U.S. are not fully addressing the manufacturing threat from China. A more balanced strategy involving tariffs, industrial policies, and collaboration with allies is needed to tackle this issue.

What Learning by Doing Looks Like

Construction Physics • 25889 implied HN points • 12 Dec 24
🕹 Technology Engineering Innovation Research Manufacturing Energy
  1. Learning curves show that the more something is produced, the cheaper it gets. This happens because experience helps make production more efficient.
  2. The evolution of polycrystalline diamond drill bits shows that real-world experience is key to improving technology. Companies learned from failures and made better bits over time.
  3. Understanding how different bits work in different rocks was crucial for progress. Customizing the design of drill bits based on experience led to much better drilling performance.

Reading List 12/28/24

Construction Physics • 11065 implied HN points • 28 Dec 24
🕹 Technology Manufacturing Pharmaceuticals Engineering Infrastructure Aerospace
  1. China is planning to build the world's largest hydroelectric dam, which could produce a huge amount of electricity and help meet its environmental goals.
  2. Chinese manufacturing is becoming very competitive not just in cars, but also in pharmaceuticals, with Chinese companies now creating many new drugs.
  3. In manufacturing, new startups often struggle financially at first, facing a tough phase called the 'valley of death' before they start making profits.

How China Is Like the 19th Century U.S.

Construction Physics • 38624 implied HN points • 01 Nov 24
💾 History Economic Growth Urbanization Manufacturing Cultural Change Social Dynamics
  1. Both China and the U.S. experienced rapid economic growth during their respective Gilded Ages. This growth transformed them into major manufacturing powers with urbanization and infrastructure development.
  2. As both countries industrialized, they saw a significant shift from farming to manufacturing jobs. This change created vast new opportunities for individuals and fostered a culture of ambition and entrepreneurship.
  3. In both nations, a wave of corruption and scams emerged alongside economic growth, leading to significant social and legal reforms aimed at improving conditions and regulating businesses.

Reading List 12/14/24

Construction Physics • 14823 implied HN points • 14 Dec 24
🕹 Technology Semiconductors Electric Vehicles Manufacturing Construction
  1. Japan is investing heavily in semiconductor manufacturing. They're trying to produce custom chips in smaller batches, which could change the industry.
  2. Electric vehicles (EVs) are becoming more reliable over time. Although they had more problems than gas cars last year, the gap is getting smaller as manufacturers improve.
  3. New drilling technologies are being explored to access geothermal energy. Some companies are looking into using methods like microwaves to create holes in the Earth without traditional drilling.

Does All Semiconductor Manufacturing Depend on Spruce Pine Quartz?

Construction Physics • 31526 implied HN points • 08 Nov 24
🕹 Technology Semiconductors Manufacturing Materials science Supply Chain
  1. Spruce Pine, North Carolina, provides a lot of the high-purity quartz used in making silicon for semiconductors. This quartz is important because it helps produce the pure silicon necessary for making chips and solar panels.
  2. While Spruce Pine quartz is significant, it isn't the only option available. There are other sources and potential substitutes, but they may not be as good or as cost-effective.
  3. The semiconductor industry is exploring new materials for crucibles and increasing the production of quartz elsewhere, which could reduce reliance on Spruce Pine in the future. This means a supply disruption wouldn't completely stop semiconductor manufacturing.

An Interview with Stratechery; A New Start

The Asianometry Newsletter • 2707 implied HN points • 21 Jan 25
🕹 Technology Semiconductors YouTube AI Manufacturing Asia
  1. The Asianometry Newsletter is now part of the Stratechery Plus bundle, so subscribers will have access to exclusive content like transcripts and audio feeds.
  2. Jon Yu, the creator of Asianometry, started his YouTube channel as a way to share his experiences in Asia, which has now evolved into a focus on technology and semiconductors.
  3. The semiconductor industry is complex and involves tightly-knit supplier relationships, with companies collaborating on process development while maintaining competition.

Will the China Cycle Come for Airbus and Boeing?

Construction Physics • 33196 implied HN points • 23 Oct 24
💼 Business Aerospace Manufacturing Technology Economics International Trade
  1. China has been trying to develop its own commercial aircraft industry for decades but faces many challenges. From technology theft concerns to complex manufacturing processes, it hasn't succeeded like in other industries.
  2. The C919 jet is China's latest attempt to compete with Boeing and Airbus. While it's secured a good number of orders, issues with performance and certification limits its appeal in the global market.
  3. Airbus has been more successful in China due to establishing local assembly lines. This made them more competitive compared to Boeing, which hesitated to set up operations in China.

Why on Earth does Trump want to cancel the CHIPS Act??

Noahpinion • 23823 implied HN points • 04 Nov 24
🇺🇸 U.S. Politics Elections Legislation Foreign Policy Manufacturing Bipartisanship
  1. The CHIPS Act is important because it helps the U.S. regain its manufacturing capacity in the semiconductor industry, crucial for technology and defense.
  2. If Trump cancels the CHIPS Act, it could weaken America's ability to compete with China, especially as China grows its manufacturing and military power.
  3. Many people are worried that this move would create greater risks for the U.S. in a time when it needs strong alliances and manufacturing capabilities to face external threats.

Apple Mobile Processors Are Now Made in the USA. By TSMC

Tim Culpan’s Position • 880 HN points • 17 Sep 24
🕹 Technology Semiconductors Manufacturing Electronics Innovation Supply Chain
  1. TSMC is now making Apple's mobile processors in Arizona, marking a big shift for tech manufacturing in the U.S.
  2. The A16 chip, which was first used in the iPhone 14 Pro, will be the first product produced at this new facility.
  3. This move shows Apple and TSMC's commitment to making advanced chips domestically, which is a key part of the U.S. government's efforts to boost local tech production.

A 15-minute intro to resin casting

lcamtuf’s thing • 4693 implied HN points • 21 Dec 24
🕹 Technology Engineering Manufacturing Prototyping DIY Materials
  1. Resin casting involves making a mold and pouring liquid plastic into it. This method allows you to create exact replicas of items, capturing all their details.
  2. Compared to 3D printing, resin casting can produce stronger and more durable parts. It also gives a finer finish since the liquid can fill every tiny detail of the mold.
  3. The process includes making a flexible mold from silicone, applying a release agent, and carefully pouring in the resin. It's important to manage air bubbles for the best results.

Innovation, Customers and Scale: A Positive Vision for Intel's (Foundry) Future

The Chip Letter • 4586 implied HN points • 02 Dec 24
🕹 Technology Semiconductors Innovation Manufacturing Business strategy Market Trends
  1. Intel might need to split its foundry and product divisions to succeed better. This way, each part can focus on its own goals and customers.
  2. For Intel to compete effectively, it has to be innovative and meet customer needs. Keeping an eye on emerging tech trends and demands is crucial.
  3. The success of Intel Foundry hinges on attracting big clients and delivering quality products on time. If they can impress customers, there's a chance for future growth.

A 15-minute intro to involute gears

lcamtuf’s thing • 6938 implied HN points • 17 Nov 24
🕹 Technology Engineering Manufacturing Design Mathematics Mechanics
  1. Involute gears are used in many everyday items like toys and cars. Their special shape helps them work smoothly and efficiently.
  2. These gears have specific properties that reduce friction and vibrations, allowing them to transfer motion without problems. This ensures they work together seamlessly.
  3. Understanding the design of involute gears helps in creating various gear types, even unique shapes, making it easier to innovate in mechanical engineering.

How To Break Up With Your Toxic Acid

Intercalation Station • 59 implied HN points • 23 Oct 24
🕹 Technology Chemistry Batteries Sustainability Manufacturing Innovation
  1. Fluorine plays a big role in making lithium-ion batteries better. It's important for key parts like the electrolyte salt that helps the battery work efficiently.
  2. Hydrogen fluoride is super toxic and can cause serious harm on contact. Finding safer ways to handle fluorine is crucial for both workers and the environment.
  3. FluoRok, a new company, is working to make fluorination safer and more sustainable. They aim to provide a better way to create essential materials without the risks associated with traditional processes.

What if tanker crew deaths are intolerable?

Gordian Knot News • 783 implied HN points • 14 Jan 25
💼 Business Economics Regulation Manufacturing Safety Productivity
  1. When building ships, having clear rules helps keep everything running smoothly. If everyone knows the guidelines, they can work together to create quality ships on time.
  2. Bringing in third parties like the Ocean Safety Directorate can disrupt the process. Their focus on preventing accidents leads to extra paperwork and slowed productivity.
  3. If the rules are too strict or unclear, it can result in delays and lower quality. Maintaining a balance between safety and efficiency is key to successful shipbuilding.

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.

The Loopwheeler Editon

Why is this interesting? • 723 implied HN points • 19 Dec 24
🪞 Fashion & Beauty Fashion & Design Sustainable Fashion Manufacturing
  1. Old looms can produce better quality denim than modern machines. The unique vibrations from these old looms give the fabric a special character.
  2. Loopwheeler is a brand known for making high-quality sweatshirts using a slow and careful process. This slow method leads to durable clothing that gets better with age.
  3. Luxury in fashion can come from production limits. The time-consuming methods used by brands like Loopwheeler make their products special and desirable.

Far From Grüven

Doomberg • 7157 implied HN points • 01 Nov 24
💼 Business Economics Industry Energy Manufacturing Labor
  1. Germany's automotive industry is struggling due to poor energy policies and reliance on expensive energy sources. This could lead to factory closures and job losses.
  2. China is effectively using its energy resources to boost its production and economic strength, while European countries are facing the consequences of their energy choices.
  3. Volkswagen's recent financial troubles highlight the bigger issues facing Germany's heavy industry, and there are urgent changes needed to avoid further decline.

How Sony Mastered the Transistor

The Asianometry Newsletter • 1607 implied HN points • 07 Nov 24
🕹 Technology Electronics Innovation Manufacturing History Engineering
  1. Sony started from nothing after World War II, but two determined founders, Akio Morita and Masaru Ibuka, worked together to create innovative products like radios using new technology.
  2. They took a big risk by licensing transistor technology from Western Electric, believing it could change the way they made electronics, especially portable radios.
  3. Through trial and error, they learned how to produce reliable transistors and eventually created one of the first successful transistor radios, leading to the company's iconic brand name, Sony.

Indefensible

Doomberg • 7229 implied HN points • 20 Oct 24
🕹 Technology Semiconductors Energy Policy Manufacturing Global Economy International relations
  1. Taiwan has become a key player in the global semiconductor industry, producing a significant portion of the world's chips. This makes its technology sector very important to the global economy.
  2. Taiwan struggles with energy supply, having faced numerous power outages in recent years. This energy crunch raises concerns about its ability to support its semiconductor manufacturing.
  3. The island's history and political situation with China create additional stress. If tensions rise, Taiwan's energy vulnerabilities could be exploited, impacting its manufacturing capabilities.

What Is To Be Done? Investing Where It Matters.

Breaking the News • 654 implied HN points • 11 Dec 24
💼 Business Investing Economics Innovation Manufacturing Market Trends
  1. Investing in advanced technology manufacturing is gaining momentum in the US. This is a positive sign for the economy, showing growth and innovation.
  2. It's important to focus on what truly matters when making investments. This could mean supporting industries or ideas that have the potential to make a significant impact.
  3. Documenting progress and sharing stories of innovation can inspire others to get involved and contribute to meaningful change. It helps to keep the momentum going.

What's Behind the SynBio Bust?

Rough Diamonds • 72 implied HN points • 30 Jan 25
🕹 Technology Biotechnology Manufacturing Innovation Startups Economics
  1. Synthetic biology and biomanufacturing can be expensive. It's usually cheaper to make simple chemicals using traditional methods than using living organisms.
  2. Biomanufacturing startups need to focus on products that can only be made with biological processes. If they try to compete on common products, they will struggle.
  3. Successful biomanufacturing requires good teamwork between design and manufacturing. Companies that only focus on one part of the process often face big problems.

The Illusory Learning Curve

Gordian Knot News • 241 implied HN points • 23 Jan 25
🕹 Technology Nuclear power Engineering Regulation Productivity Manufacturing
  1. There is not much of a learning curve when building ships or power plants. Each project is unique, so little efficiency is gained from past projects.
  2. Regulation plays a big role in increasing costs for nuclear power plants, making them expensive to build. Regulations can limit the benefits of any learning curve.
  3. Despite claims of future savings, history shows that costs for nuclear plants often do not decrease significantly with experience. The actual savings are minimal.

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.

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.

To compromise or not to compromise in battery technology

Intercalation Station • 79 implied HN points • 09 Oct 24
🕹 Technology Battery tech Energy Storage Manufacturing Automotive Innovation
  1. Battery technology is evolving, and it’s important to understand different types like NMC and LFP. These choices affect cost, safety, and how much energy batteries can hold.
  2. Moving to larger battery cells can save costs and increase energy storage but brings challenges in heat management and monitoring cell health. Better systems are needed to keep everything safe and efficient.
  3. Companies are adapting to use LFP batteries due to their safety and lower costs, even if it means sacrificing some energy capacity. The goal is to find new ways to make these batteries even better in the future.

The Death of LCDs, Means New Life for Chips

Tim Culpan’s Position • 159 implied HN points • 04 Sep 24
🕹 Technology Semiconductors Innovation Manufacturing Market Trends
  1. LCDs are becoming outdated as technology advances, and companies like Apple are moving away from them. This shift opens up new opportunities for chip manufacturers.
  2. Major players in the semiconductor industry, such as TSMC and Micron, are buying old LCD factories to repurpose them for chip packaging. They aim to use larger glass panels instead of traditional silicon wafers for better efficiency.
  3. As companies pivot from making displays to chips, the expertise from the LCD industry will still play a role in future technology, especially in the growing AI sector.