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The Great AI Silicon Shortage
14 Mar 2026
newsletter.semianalysis.com

TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner

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One Billion Lost Packages
12 Mar 2026
tomtunguz.com

"85 million US packages arrived damaged in 2024, a 30% increase. BackOps deploys AI agents that accelerate customer response times by 93% and automatically file 100% of eligible carrier claims."

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Get Listed | RAM Supply Chain
12 Mar 2026
ramscm.com

Get Listed Accomplished manufacturing and supply-chain professionals may request consideration for inclusion in our vetted consultant directory. Members are selected based on proven expertise and alignment to ensure focused, confidential matches that serve client needs without cold outreach. Complete the form below:

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Who Is Paying for the 2025 U.S. Tariffs? - Liberty Street Economics
13 Feb 2026
libertystreeteconomics.newyorkfed.org

Over the course of 2025, the average tariff rate on U.S. imports increased from 2.6 to 13 percent. In this blog post, we ask how much of the tariffs were paid by the U.S., using import data through November 2025. We find that nearly 90 percent of the tariffs’ economic burden fell on U.S. firms and consumers.

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Building in consumer hardware as a software engineer

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How Did TVs Get So Cheap?
8 Jan 2026
open.substack.com

You’ve probably seen this famous graph that breaks out various categories of inflation, showing labor-intensive services getting more expensive during the 21st century and manufactured goods getting less expensive.

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Manufacturing Startups
4 Jan 2026
open.substack.com

An analysis

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We Are Building the Wrong Factories
31 Dec 2025
open.substack.com

Why Silicon Valley's Defense Obsession is Missing the Real Path to American Reindustrialization

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The 15-year effort by Japan is a model for countries now scrambling to reduce their dependence on Beijing’s critical metals.

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China’s unfair labor model is going global
30 Nov 2025
japantimes.co.jp

China's low rights model is no longer a domestic labor issue but a systemic challenge to global labor standards, supply chain governance and fair market competition.

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I review a fascinating dissertation on interwar metals trading and the "Age of Alloy Steel"

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How market design can feed the poor
15 Sep 2025
open.substack.com

America's largest non-profit had a broken distribution system. University of Chicago economists fixed it.

Overall equipment effectiveness - Wikipedia
7 Sep 2025
en.m.wikipedia.org
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Ecommerce after De Minimis Tariff Exemption
31 Aug 2025
practicalecommerce.com

What began as a convenience rule in the 1930s grew into a key component of global ecommerce.

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Box demand touches nearly every industry, from flat-screen TVs to packaged food, all of which see sales fluctuate based on how flush shoppers feel.

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See North America's busiest freight trade hubs in 2024 and rail's role in moving over 54M containers across the U.S., Canada, and Mexico.

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Combining Union Pacific and Norfolk Southern into the first transcontinental railroad in the U.S. would create a 52,215-mile colossus that could offer seamless service from coast to coast, bypassing longtime interchange choke points in Chicago and at gateways along the Mississippi River. The two railroads confirmed today that they are in advanced merger discussions. The talks, they said, may not result

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Glass cloth maker Nittobo is latest example country's overlooked role in supply chain

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As retailers slow down orders for foreign goods because of tariffs, companies that recirculate overstocked or returned items may help fill the gap.

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4 Keys to VMI Success
1 May 2025
open.substack.com

VMI (vendor managed inventory) is the process where the supplier manages the customer's inventory so that the customer has the "right" item in the "right" place at the "right" time to ensure high service levels, efficient and productive operations, and the least amount of inventory tied up unnecessarily.

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The administration wants the iPhone to be manufactured in America. The components that power it show why that is highly impractical

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Slopsquatting is a new supply chain threat where AI-assisted code generators recommend hallucinated packages that attackers register and weaponize.

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Articul8's specialized models tackle complex industrial sequences where timing and order matter, challenging the one-size-fits-all approach to enterprise AI.

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Industry leaders advance complex decision-making and supply chain optimization with NVIDIA accelerated computing and cuOpt software.

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NVIDIA Open-Sources cuOpt: An AI-Powered Decision Optimization Engine--Unlocking Real-Time Optimization at an Unprecedented Scale

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Shipping using Section 321 is not a good idea for every e-commerce company, logistics experts say.

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A transformer supply crisis bottlenecks energy projects

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Hey guys, welcome back to my R-tips newsletter. Supply chain management is essential in making sure that your company’s business runs smoothly. One of the key elements is managing inventory efficiently. Today, I’m going to show you how to estimate inve...

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Cargo airships are happening
16 Oct 2024
pocket.co

Last year, I published an article on airships. The article was the fruit of a few years’ exploration of the industry. I spoke to multiple airship manufacturers under NDA. I traded ideas with other cargo airship enthusiasts.

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Millions of the wooden pallets go missing every month, creating headaches for suppliers and hiccups in the supply chain. Finding them takes some serious shoe leather.

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The Future of Semiconductor Freight
23 Jul 2024
open.substack.com

Transporting Tools Isn’t Easy

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As deep-pocketed companies like Amazon, Google and Walmart invest in and experiment with drone delivery, a phenomenon reflective of this modern era has

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Many website admins, it seems, have yet to get memo to remove Polyfill[.]io links.

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Cold storage warehouses are essential to America’s food system. In "Frostbite," Nicola Twilley tries out a shift alongside the Americold workers who form one link in our vast cold chain.

Nantian Electronics Co Limited provide complete and cost effective sourcing solution to OEMs, CEMs, distributors, the needs of manufacturers and other companies.

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Record fab capacity in 2025 with 17 new fabs
11 Jun 2024
eenewseurope.com

The semiconductor industry is set to see a record fab capacity with 17 new lines in 2025 according to Knometa Research.

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With subsidies and a $6 billion acquisition, Tokyo wants to make its companies indispensable in the global supply chain.

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The port halted activity at marine and inland terminals until Tuesday afternoon as it worked to resolve the disruption.

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'In the last six or seven years, with the extraordinary growth in knitwear, we decided to create an all-around industrial hub.'

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Lenovo, the firm emerging as a driving force behind AI computing, has expressed tremendous optimism about AMD's Instinct MI300X accelerator.

Kinaxis Customer Community
28 Feb 2024
knowledge.kinaxis.com
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In the baffling world of skincare ingredients, where is the best place to start seeking sustainable skincare?

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Wine transport is as old as the craft itself, but as the business grows globally wine shipping companies face many challenges. Join us as we uncork the world of liquid logistics and wine shipping services.

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Why Walmart pays its truck drivers 6 figures
27 Jan 2024
freightwaves.com

Walmart is the largest company in the world. Its elite, well-compensated trucking fleet is part of the reason why.

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Technology works in cycles. This time is no different.

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Disruptions have become a way of life for manufacturers. But the production and inventory planning process that many companies, especially SMEs, use are not capable of handling the uncertainty. A new inexpensive method that was developed in research involving two companies can. It doesn’t have to be automated but can be.

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What is EDI? Electronic Data Interchange
30 Aug 2023
towardsdatascience.com

Explore how Electronic Data Interchange (EDI) facilitates modern supply chain management.

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When it comes to buying food, sight has usurped all other senses. What are the consequences of relegating smell, taste, and touch to the sidelines?

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The attackers were in thousands of corporate and government networks. They might still be there now. Behind the scenes of the SolarWinds investigation.

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Supply Chain Analysis using Python
9 Apr 2023
thecleverprogrammer.com

In this article, I will take you through the task of Supply Chain Analysis using Python. Supply Chain Analysis using Python.

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Let's take a closer look at how nonprofit FORGE helps founders manufacture on the other side of town instead of the other side of the world.

Lead SiC test & burn-in customer boosting production of power devices for EVs

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How can we tell if the clothes in our wardrobes really are what they claim to be?

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Learn how Bastian Solutions helped one retailer turn returns from a struggle to a reverse logistics advantage.

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Ronzini says it didn’t want to halt sales of its star-shaped “pastina.” So why did it?

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The answer to a simple question of why do consumer products manufacturers not use retail data in the management of the supply chain?

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Trains, Trucks, and Supply Chains - by Gad Allon
18 Dec 2022
gadallon.substack.com

A rail strike was averted on the same week Tesla delivered its first semitruck to PepsiCo.

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3rd edition

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Entire forests and enormous factories running 24/7 can barely keep up with demand. This is how the cardboard economy works.

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Last Mile Delivery From Multiple Depots in Python
7 Nov 2022
towardsdatascience.com

Mathematical Modeling, Solution, and Visualization Using PuLP and VeRoViz

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Even in a recession, businesses can revolutionize logistics with AI and ML, allowing them to optimize and enhance customer satisfaction.

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The Flexport CEO on why it takes so long for your package to arrive.

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Automating a bill of landing is like automating any other process in your system. It will save you money and time.

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“Cha Bu Duo” illustrates the difference in the way Chinese manufacturers and their western clients view product quality, says a China sourcing agent.

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Understand how linear programming can be the most powerful tool for a supply chain continuous improvement engineer

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How to Price Shipping and Handling Fees
18 Jul 2022
practicalecommerce.com

Today's consumers expect free shipping for most items. But it's not always obvious for merchants to know when and how to offer it. Here's our all-new update for analyzing shipping costs and free delivery.

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Hidden away in Juicero’s bad week of press is one of the most powerful lessons we preach to hardware startups: unconstrained development is…

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7 Reasons to Consider USPS Flat Rate Shipping
22 Jun 2022
practicalecommerce.com

Merchants in North America have many carrier choices for delivering goods to customers. The U.S. Postal Service's flat-rate shipping boxes can save money in certain instances. We compare prices in this post.

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Plus! Smart Margin; Peak College?; Two-Sided Markets; Bonds; Diff Jobs

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The people who rescue giant ships
31 May 2022
bbc.com

Enormous container ships ferry goods all over the world, but when one of them gets into trouble – as happened with the Ever Given and Ever Forward recently – how can they be saved?

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Megaships are helping cause our current supply chain chaos. Big container boats have hampered competition and clogged up ports.

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Local couriers are making online delivery possible in French Polynesia's 118 atolls and islands in the Pacific Ocean.

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Post | Feed | LinkedIn
14 Mar 2022
linkedin.com

Freight incoterms (International Commercial Terms) are the standard contract terms used in sales contracts with importing/exporting to define responsibility… | 250 comments on LinkedIn

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The Inventory Allocation Perspection

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Ordering clothes from Chinese fast-fashion brands like Shein is easy. Sending them back is a lot more complicated

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Shipping containers, explained by a historian.

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The industry is at its strongest since the advent of the CD, so why has it become near-impossible to get music pressed onto wax?

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Ikea and Crate and Barrel are plagued by shortages. These people are filling the void.

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What happens to the stuff you order online after you send it back?

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SAP IBP offers powerful tools for business planning to replace SAP APO. Learn how our company can benefit from SAP Integrated Business Planning.

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The long read: Amid the complex web of international trade, proving the authenticity of a product can be near-impossible. But one company is taking the search to the atomic level

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Why Amazon really built a new warehouse on the U.S.-Mexico border
14 Sep 2021
restofworld.us20.list-manage.com

The fulfillment center in Tijuana is a symbol of how the pandemic has changed the way the world shops.

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The story of a decade-plus long journey toward a unified forecasting model.

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The company expects to improve its inventory management even further as it overhauls its technology stack with a new ERP and forecasting system.

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Read Excel files with Python. 1000x Faster.
3 Jul 2021
towardsdatascience.com

In this article, I’ll show you five ways to load data in Python. Achieving a speedup of 3 orders of magnitude.

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From NotPetya to SolarWinds, it’s a problem that’s not going away any time soon.

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What is freight forwarding?
5 Jun 2021
seller.alibaba.com

This piece dives into freight forwarding and how your business can benefit from it.

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Panasonic’s acquisition of Blue Yonder is the latest billion-dollar deal marrying a manufacturer with a software firm.

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Imagine a business that runs better. “Better” looks like Integrated Business Planning—a harmonious framework in which sales, finance, and supply chain operations combine long-term profit goals and short-term demand planning efforts for a balanced, unified trajectory.

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WSJF - Scaled Agile Framework
11 Mar 2021
scaledagileframework.com

Weighted Shortest Job First (WSJF) is a prioritization model used to sequence work for maximum economic benefit. In SAFe, WSJF is estimated as the relative cost of delay divided by the relative job duration.

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The Algorithms That Make Instacart Roll
5 Mar 2021
spectrum.ieee.org

Instacart crunches petabytes daily to predict what will be on grocery shelves and even how long it will take to find parking

YAWL BPM
5 Mar 2021
yawlfoundation.github.io

YAWL BPM Home page

YAWL Book Slides
5 Mar 2021
yawlfoundation.github.io

Website Generator Description

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This articles covers the art and the science of computing a safety stock.

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Coefficient's Google Sheets data connector integrates with your business systems. Live data, spreadsheet automation, & pre-built dashboards.

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What led to a global imbalance of available shipping containers? And what were the effects on U.S. businesses?

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Design a simulation model to estimate the impact of several Single Picker Routing Problem strategies in your Picking Productivity

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New And Innovative Supply Chain Threats Emerging
5 Nov 2020
semiengineering.com

But so are better approaches to deal with thorny counterfeiting issues.

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Nearly three-quarters of retailers consider it a challenge to implement an in-store accept, pick and pack process for online orders, according to a survey of retailers by Forrester.

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Croston forecast model for intermittent demand
17 Aug 2020
towardsdatascience.com

How to forecast intermittent demand thanks to the Croston forecast model.

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Youtan, Head of Alibaba Supply Chain Platform(ASCP), Tmall Supermarket, Freshippo, and Digital Agricultural Products

ERPNext User Manual (English)
13 Aug 2020
docs.erpnext.com
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Recurrency, a member of the Summer 2020 Y Combinator cohort, was started by a 21 year old just out of college. He decided to take on a highly established

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Amazon researchers describe a machine learning system that plans the movements and paths of up to 1,000 mobile warehouse robots.

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A picture is worth 1,000 false-positive bug reports
16 May 2020
multithreaded.stitchfix.com

How and why we built a custom app for visual debugging of warehouse pick paths.

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The pallet.

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In a quest for resilient supply chains, OnAsset Intelligence and Silicon Labs have achieved the

Top ERP Software - 2020 Reviews, Pricing & Demos
9 Mar 2020
softwareadvice.com

Find the best Enterprise Resource Planning Software for your organization. Compare top Enterprise Resource Planning Software systems with customer reviews, pricing, and free demos.

ECI Manufacturing Software lets you run your shop like never before with JobBOSS², the most widely used shop management system on the market.

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Wayfair is all in on logistics
29 Feb 2020
supplychaindive.com

Executives insist 2020 is the year Wayfair's logistics investments will show their worth.

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The Best ERP Tools to Use in 2019
19 Feb 2020
solutionsreview.com

Newsweek released their America's Best Business Tools 2019 list, and for this article, we chose to to focus on the best ERP software tools to use.

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An online shopping cart and catalog is only the first step in e-commerce retail success. Once the customer buys, you need to get them their wares quickly and efficiently. That's where fulfillment services come in and we take a close look at ten of the top players.

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The Box That Built the Modern World
26 Oct 2019
getpocket.com

How shipping containers made distance irrelevant.

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Free Shipping — Real Life
31 Aug 2019
reallifemag.com

Delivery robots will redefine the meaning of every object they transport

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3 Strategies to Fulfill Like Amazon
13 Jan 2019
practicalecommerce.com

We can be certain that Amazon is spending millions to improve and optimize its shipping processes. In this post, I'll describe three strategies to fulfill like Amazon, even if you have a fraction of its scale and infrastructure.

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A new metric can help companies pinpoint performance issues on the semiconductor supply chain.

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Having the right assortment of shipping boxes in the fulfillment warehouse to pack and ship customer's online orders is an indispensable and integral part of nowadays eCommerce business, as it...

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9 Tips to Manage Out-of-stock Inventory
28 May 2018
practicalecommerce.com

Sometimes even the most-prepared retailers sell out of popular items. How these inventory shortages are communicated on an ecommerce website may impact

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Artificial intelligence (AI) is hot.  Over $4 billion in venture capital has been invested in AI firms just in the US. But supply chain planning software companies, with their cadre of operations research Ph.Ds who have been modeling complex problems for decades, may be better poised to solve many complex business problems than the hot new Silicon Valley firms.

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Automated updates and community-driven tools like OpenRewrite help developers tackle dependency challenges and streamline software maintenance.