AI Manufacturing

• Cognex Launched an AI-Powered Wafer Reader for Semiconductor Fabs

  "The In-Sight 1750 combines our latest AI technology with decades of semiconductor expertise."

• Boston Dynamics Opens Georgia Facility to Train Atlas Humanoid Robots

  Boston Dynamics has opened a Georgia training center where Atlas robots will learn manufacturing tasks ahead of planned Hyundai deployment in 2028.

• Autodesk Expands AI Across Design and Manufacturing Workflows at AU 2026

  Autodesk introduced new AI capabilities across Fusion, Inventor, Vault and PLM to automate engineering tasks and connect design with manufacturing.

• SK Hynix in Talks With Intel to Make Memory Chips in the US for First Time

  SK Hynix is exploring a deal with Intel to make memory chips in the U.S., potentially using Intel’s delayed Ohio facility, sources said.

• Toyota Plans 400,000 Humanoid Robots for Factory Automation

  Toyota is preparing to deploy humanoid robots across factories as it expands physical AI and automation alongside human workers.

• Crusoe Opens Second Tulsa Manufacturing Facility to Expand AI Infrastructure Production

  Crusoe has opened a second Tulsa facility, adding 400,000 square feet of manufacturing capacity and bringing its local workforce to more than 300 employees.

• Caterpillar Partners With FieldAI To Advance Physical AI And Robotics

  Caterpillar is working with FieldAI on physical AI, robotics and digital twins for safer, more efficient jobsites and factories.

• Broadcom's AI Bet Is Expanding From Chips to Entire Compute Systems

  Broadcom is expanding its AI accelerator business as Google, Anthropic, OpenAI and Meta build custom silicon and demand more compute.

• RTX Uses Data And AI Tools To Increase Production At Michigan Factory

  RTX has increased fan blade output at its Michigan facility by 20% annually since 2024 while cutting production time by the same margin.

• John Deere Brings AI Into Farm Data With New Operations Center Assistant

  John Deere’s new JD AI assistant lets farmers query field, machine, and operational data to surface insights and make decisions faster.

• Builders FirstSource Invests $25.3 Million In Digs To Expand AI-Powered Homebuilding

  Builders FirstSource will lead Digs’ $25.3 million Series A and use a five-year agreement to expand AI workflows across homebuilding.

• Deere’s AI Bet Is Taking Shape While Farmers Wait For The Cycle To Turn

  Deere is navigating a weak farm-equipment cycle while AI-driven precision tools and data-center construction strengthen other parts of its business.

• Micron CEO Says AI Memory Demand Could Keep Chip Supply Tight Beyond 2027

  Micron CEO Sanjay Mehrotra says AI demand is keeping memory supply constrained beyond 2027 as the company expands US manufacturing.

• Keysight Reports Record Orders and Revenue as AI Demand Grows

  Keysight's Q3 earnings show record orders and revenue as AI demand grows across networking, optical systems and semiconductor testing.

• Sauder Woodworking Deploys Agentic AI To Improve Manufacturing Operations

  Sauder Woodworking cut average changeover time from 19 minutes to 84 seconds while reporting a 40% productivity gain in its first year.

• Applied Materials Shares Fall 5% as AI Growth Bar Rises After Record Quarter

  Applied Materials posted record quarterly results and raised its growth outlook, but investors focused on competition and the pace of future growth.

• Foxconn Reports Record Q2 Results as AI Server Demand Drives 2026 Growth

  Foxconn posted record second-quarter revenue and profit as AI server demand lifted rack shipments and pushed new US capacity plans.

• Cognex's AI Vision Platform Is Now Inspecting Server Racks

  "I'm not sure we could have solved these problems a couple of years ago without technologies like OneVision."

• Archer To Acquire 3 Boeing Subsidiaries To Build Physical AI Platform

  Archer will acquire Boeing’s Wisk Aero, Insitu and SkyGrid to combine autonomous aircraft, UAS and AI into a physical aviation platform.

• Wistron Opens $700 Million Fort Worth Plant to Manufacture NVIDIA AI Superchips

  The 324,000-square-foot facility is producing NVIDIA GB300 Grace Blackwell Ultra Superchips and will add Vera Rubin Superchips.

• Xometry Unveils AI Model Upgrades to Improve Manufacturing Recommendations and Pricing

  The company said buyers accepted its automated manufacturing recommendations more than 85% of the time during early deployment.

• Northrop Grumman Partners With Camgian to Bring AI to Air and Missile Defense Systems

  The collaboration will apply Camgian's Reactor AI platform to Northrop Grumman's Integrated Battle Command System and AiON counter-drone technology.

• Flex Expands Cerebras CS-3 Manufacturing in California

  New production lines in Milpitas are expected to increase Cerebras CS-3 manufacturing capacity by approximately 7x through 2026 as demand for AI infrastructure continues to grow.

• Caterpillar Acquires Skycatch to Accelerate AI Mining Solutions

  The acquisition adds near-real-time spatial data and AI capabilities to Caterpillar's mine planning and execution offerings.

• Foxconn's Record Quarter Signals Enterprise AI Infrastructure Is Still Expanding

  Foxconn's latest revenue points to continued AI infrastructure investment, suggesting enterprise hardware availability is improving as manufacturing capacity scales.

• Lindsay Bets on AI to Help Farmers Improve Profitability as Irrigation Sales Decline

  Lindsay highlights AI-powered irrigation scheduling and predictive maintenance as technology revenue is expected to grow despite weaker demand for irrigation equipment.

• Siemens and IFS Partner to Connect Engineering and Operations With Industrial AI

  Siemens and IFS have formed a strategic industrial AI partnership to connect engineering, manufacturing, and asset management data across the product lifecycle.

• BMW Expands Humanoid Robot Deployment With Figure 03 at Spartanburg Plant

  BMW is deploying Figure 03 humanoid robots at its Spartanburg plant to automate logistics sequencing, expanding its use of Physical AI in manufacturing.

• onsemi to Acquire Synaptics in $7 Billion Deal to Expand Physical AI Push

  The all-stock acquisition adds Synaptics' Edge AI and connectivity portfolio as onsemi expands beyond power and sensing into intelligent systems.

• Kawasaki Robotics and Dexterity Expand Physical AI Partnership for Warehouse Automation

  Kawasaki Robotics and Dexterity are collaborating to, combine industrial robotics hardware with Physical AI software for logistics operations.

• 3M's New AI Assistant Uses Only Its Own Data

  "Our customers rely on 3M for deep application expertise and collaborative problem-solving across a wide range of industries."

• Qualcomm Nears $4 Billion Modular Deal Amid Broader AI Expansion

  Qualcomm is reportedly nearing a $4 billion acquisition of Modular as it expands beyond smartphones and deepens its push into AI infrastructure.

• Collins Aerospace to Accelerate Mission Autonomy Software for the U.S. Air Force

  Collins is one of three vendors awarded a competitive production option to fast-track software delivery for the Air Force's first-generation semi-autonomous combat fleet.

• AWS Launches Graviton5 Chips for High-Performance AI Workloads

  AWS says Meta committed to deploying millions of Graviton cores for its agentic AI efforts, while Uber and Snowflake are also adopting them for similar workloads.

• Intel and Hitachi Expand AI Partnership Into Factories, Energy Systems, and Semiconductor Manufacturing

  Hitachi and Intel will collaborate on physical AI, factory automation, energy optimization, and semiconductor manufacturing technologies across multiple industries.

• Broadcom's $30 Billion Signal From the Future

  The company says advance bookings and long-term AI commitments now provide visibility into customer demand through 2028.

• Microchip Launches 3.3 kV mSiC Modules for AI Data Center Transformers

  Microchip launched new silicon carbide modules to deliver thermal performance and efficiency for SSTs.

• Kawasaki Teams Up with Tech Giants to Bring Physical AI to the Real World

  CEO Hashimoto says the hub will be a fast-paced environment designed to fuse business and technology.

• Deere’s AI Business Is Growing Even as Farm Equipment Demand Weakens

  Deere’s Q2 earnings showed continued growth in precision agriculture software and AI-enabled spraying systems even as large equipment demand weakened.

• AMD Pushes Supply Chain Partners to Expand AI Chip Capacity

  AMD is increasing pressure on manufacturing and packaging partners after AI-driven CPU demand exceeded forecasts across global data center markets.