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ASML capacity plan highlights the physical bottleneck behind AI demand

Micron backs domestic silicon-wafer capacity with financing and a ten-year agreement

SK Telecom plans AI data-centre capacity of up to 15 GW

South Korea launches a $576 billion AI-chip and semiconductor capacity drive

FedEx Freight combines spare LTL capacity with automated pricing after separation

South Korea discusses accelerated semiconductor capacity investment with Samsung and SK Hynix

Linesight warns of tightening supplier capacity for critical US construction equipment

Komugi Brings Workload-Capacity Planning to Global Industrie 2025

BNSF plans a $4 billion intermodal gateway in California

Toyota commits $3.6 billion to double its San Antonio manufacturing campus

South Korean groups commit $195 billion to AI, robotics and advanced manufacturing

East West Manufacturing acquires Vexos

Vertiv opens Malaysian manufacturing facility for AI and high-density infrastructure

H-E-B plans a $700 million expansion of refrigerated and bakery supply-chain operations

Cirba Solutions urges stronger domestic critical-mineral supply chains

Pattison Food Group deploys Dematic automation for grocery fulfilment

Ocean-shipping disruption persists despite the US–Iran ceasefire

CEVA and BYD expand global automotive logistics partnership

CATL declares sodium-ion storage system ready for industrial supply-chain scale-up

Doosan Robotics unveils AI-powered palletizing system at Automate 2026

DecisionBrain’s OPTIMA wins 2026 Eason Digital Innovation Award for maintenance optimization

NVIDIA-backed factory upgrade expands AI-component manufacturing in Texas

DriveNets raises $410 million to scale networking infrastructure for large AI deployments

DriveNets raises $410 million to scale networking infrastructure for large AI deployments

Komugi Uses SIANE 2025 to Promote Outsourced PIC and MRP Planning for Industrial SMEs

Velo3D and Mears Machine expand distributed advanced-manufacturing capacity

Micron breaks ground on ¥1.5 trillion Hiroshima HBM expansion

Boskalis and Van Oord win €500 million Port of Luleå expansion contract

Maersk orders 1,000 additional India-manufactured shipping containers

China’s factory recovery is increasingly concentrated in AI-related exports

Senior Capacity Delivery Reliability Planner, AWS Infra Supply Chain

Senior Manager — Supply Chain Network Capacity & Flow

Senior Manager IBP, Surgical Vision APAC

Operation Lead, Amazon Now

Senior NPI Sourcing and Supply Chain Program Manager, AWS Power & Cooling

Senior Manager, APAC EndoMech, Energy & Robotics Supply Chain

Manager, Strategic Supply Chain

Principal Engineer: modelling input to long-range supply planning

Specialist III, Material Logistics and S&OP

Supply Chain Planning Engineer

Global Supply Manager

Business Consultant — Japanese and English Speaking

Manufacturing Master Scheduler

Senior Director, Network Development and Execution

Senior Specialist, Supply Chain Automation and Demand Planning

Sr Logistics Staff Manager

Supply Chain Manager I, North America Transportation Execution

Sales & Operations Planning Specialist

Director, Inventory Optimization and Operations Planning

Interim S&OP Consultant — London

Supply Chain Planning Analyst (Early Talent) — 2 openings

Global Squeeze S&OP Manager

o9 Solutions Consultant / Senior Consultant

AVS Instock Specialist

Solution Sales Executive, Supply Chain Management

Planning and Scheduling Manager

Director of Deliver Operations Planning

Solution Architect, Supply Planning — o9 Solutions

Director, End-to-End Planning

Service Program Manager, Supply Chain and Maintenance Planning, Labs

WARNING: Freight budgets face simultaneous rate, fuel and capacity pressure

ALERT: Heat and capacity constraints restrict Rotterdam and Antwerp container flows

FAILURE: Capacity plans become mathematically correct and operationally wrong when constraints are stale

EVENT: Farnborough opens with AI defence systems and aerospace capacity constraints in focus

ALERT: Freight bankruptcies and warehouse closures raise capacity and continuity risk

WARNING: Digital twins can create a second version of capacity if planning systems are not synchronized

DISRUPTION: Rhine low water cuts effective inland capacity

DISRUPTION: India and Bangladesh exporters face ocean capacity squeeze

WARNING: Post-holiday US freight restart creates a compressed Monday execution window

ALERT: US truck rates rise sharply despite softer freight volumes

NOMINATION: Ciena appoints Grant Hoffman as Chief Supply Chain Officer

EVENT: Automate 2026 opens in Chicago

EVENT: Finished Vehicle Logistics AI-Day begins in Karlsruhe

SHORTAGE: Sonix warns memory constraints could affect imaging shipments through 2026

EVENT: Inventory and Warehousing Summit takes place in Delhi

EVENT: TSMC releases June monthly sales

EVENT: ISS Japan concludes with economic-security and semiconductor-resilience sessions

EVENT: FERC software conference examines planning and market efficiency

EVENT: Aluminium China opens with intelligent-manufacturing and restructuring themes

WARNING: India–Latin America exporters face constrained space and higher freight rates

NOMINATION: Schneider National names Jim Filter CEO and Michael Baumgardt logistics leader

RISK: Panama Canal slot cuts push priority transit premium to record $5.3m

WARNING: “APS” can describe fundamentally different decision scopes

RISK: Supply planning can become hidden capital allocation when the objective function is unclear

WARNING: Unexplained AI Forecasts Can Create Inventory and Capacity Decision Risk

WARNING: BIS flags AI boom as a financial-stability risk

NOMINATION: Flipkart appoints Vinay Vaidya to lead technology for supply chain

WARNING: AI planning can scale semantic fragmentation if data meaning is not governed

DISRUPTION: Hormuz reopening remains constrained by mines, permits and marine-fuel shortages

WARNING: OEE Optimization Can Increase Queues and Manufacturing Lead Times

Maintenance optimization belongs inside capacity planning—not beside it

Shared port capacity can determine whether green-industry plans are feasible

Industrial AI policy is shifting from model leadership to production-system capacity

AI infrastructure growth depends on physical logistics capacity

A digital twin is useful only when it feeds one governed capacity truth

Ganacos Positions the Master Production Schedule as the Link Between Forecasts, Capacity and Execution

Komugi Frames Workload-Capacity Audits as the Foundation of Industrial Planning Transformation

Komugi Links Month-End Forecast Reliability to Material Availability, Capacity and Workforce Flexibility

Semiconductor security policy needs dependency-level capacity models

Freight risk is becoming a coupled cost, capacity and fraud decision

Parcel capacity can be a software-architecture constraint rather than a building constraint

Semiconductor revenue signals must be separated from usable capacity

The semiconductor supercycle creates allocation decisions beyond the chipmakers

AI-infrastructure growth is becoming an industrial-material planning problem

Making Capacity Constraints Visible in S&OP Decisions

Power-planning software is becoming part of industrial Supply Chain architecture

South Korea’s AI investment wave will expose shared physical bottlenecks

AI scheduling is the final maturity stage—not the starting point

AI sustainability is becoming a physical Supply Chain constraint

Cargo fleet growth is a network-allocation decision

Why Inventory Targets Should Reflect Variability, Lead Time and Capacity

Why Nominal Capacity Produces Unrealistic Production Plans

Ramp-Up Planning Must Reconcile Capacity with Executable Supply

Richard Wilding argues that adaptive capacity creates competitive advantage beyond resilience

Long-term semiconductor agreements shift risk upstream to yield and qualification

HBM supply is a qualification and packaging problem, not only a fab-capacity problem

Manufacturing localisation is a network redesign, not a plant announcement

Chipflation is becoming a cross-industry planning constraint

Shift-left planning exposes feasibility constraints before execution

Komugi Connects PIC, PDP, Workload Planning and Scheduling in a Single Industrial Decision Chain

How to choose supply chain software when every vendor has an AI story

How to Validate an AI Demand Forecast Before Planners Use It

Turn Distribution Planning into an Optimization Model — and Know When Not to Trust It

Model Supply Allocation as a Minimum-Cost Flow with OR-Tools

Experiment: Build a Supply Chain as a Service company with OpenOPC

Build a Governed S&OP Scenario Register Instead of Managing Scenarios in Email

JITbase

ICRON

Confluent

SkyPlanner APS

PlanetTogether

ROB-EX Scheduler

Komugi

Optessa

Siemens Digital Industries Software

Delfoi

Xeneta

KBRW

ThroughPut AI

Dassault Systèmes DELMIA

River Logic

Optilogic

AIMMS

Coupa Supply Chain Design & Planning

Blue Yonder

Board

Anaplan

OMP

Ocado Group

Körber

Plex

Demand Driven Technologies

B2Wise

LeanDNA

Synchro

sedApta

Lloyd’s List

Journal of Commerce

Ryder Supply Chain Solutions

Penske Logistics

NFI Industries

Maersk

Kuehne+Nagel

J.B. Hunt Transport Services

DSV

C.H. Robinson

Kearney PERLab

Jason Miller

Amélie Destefanis

Benoît Elie

Xavier Feltin

Peter Sand

Florent Tronquit

George Cooper

Mark Sawaya

Sucharita Kodali

Jagjit Singh Srai

Zac Rogers

Marco Prüglmeier

Lars Jensen

Brittain Ladd

Jonathon Karelse

Rami Goldratt

Vineet Khanna

Chris Caplice