---
title: Monday Morning Coffee - May 11 2026
description: Explore the latest trends in automotive and medical manufacturing, focusing on cost efficiency, flexibility, and innovation in production strategies.
image: https://tkd2group.com/hubfs/Screenshot%202026-05-11%20065816-1.png
---

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 May 11, 2026

# Monday Morning Coffee - May 11 2026

 By  [Kevin Corrigan](https://tkd2group.com/blog/author/kc)  ·   3 minute read

**If you have time for an espresso**

Ford’s affordable EV program is worth watching because it is attacking cost at the architecture level, not just at the trim sheet. The new $30,000 pickup effort centers on fewer parts, 48-volt systems, lighter wiring, and repairable large castings, which is the kind of engineering discipline that can reshape supplier expectations across EV programs.  
[https://arstechnica.com/cars/2026/05/how-do-you-design-a-30000-electric-pickup-inside-fords-skunkworks/](https://arstechnica.com/cars/2026/05/how-do-you-design-a-30000-electric-pickup-inside-fords-skunkworks/)

Hyundai’s Georgia Metaplant is becoming a clearer signal of where North American auto production is heading: flexible lines, hybrid volume, and localized battery-pack integration. Adding the Kia Sportage hybrid alongside EV output gives Hyundai more room to follow demand instead of betting on a single powertrain path.  
[https://www.ajc.com/news/2026/05/first-hybrid-soon-to-roll-out-of-south-georgia-hyundai-ev-factory/](https://www.ajc.com/news/2026/05/first-hybrid-soon-to-roll-out-of-south-georgia-hyundai-ev-factory/)

The FDA’s new shortage notice for neurosurgical patties, sponges, and strips is a reminder that small consumables can become mission-critical bottlenecks. The agency expects disruption through Q4 2026 and is already pushing providers toward conservation and prioritization.  
[https://www.fda.gov/medical-devices/medical-device-supply-chain-and-shortages/medical-device-shortages-list](https://www.fda.gov/medical-devices/medical-device-supply-chain-and-shortages/medical-device-shortages-list)  
[https://www.investing.com/news/stock-market-news/us-fda-flags-shortage-of-neurosurgical-pads-and-sponges-expects-disruption-through-2026-4665765](https://www.investing.com/news/stock-market-news/us-fda-flags-shortage-of-neurosurgical-pads-and-sponges-expects-disruption-through-2026-4665765)

Cadonix’s new AI push is aimed at a painfully familiar manufacturing problem: engineering data that still breaks apart between design and production. For any company wrestling with harness complexity, rework, and slow launch cycles, this is the kind of workflow compression story to keep an eye on.  
[https://www.prnewswire.com/news-releases/cadonix-launches-cadonix-ai-to-transform-wire-harness-design-to-manufacturing-workflows-302762368.html](https://www.prnewswire.com/news-releases/cadonix-launches-cadonix-ai-to-transform-wire-harness-design-to-manufacturing-workflows-302762368.html)

**If you’re sipping a latte**

Porsche is ending gas-powered Macan production this summer, even though its next combustion or hybrid successor will not arrive until 2028. That gap says a lot about how even premium brands are still recalibrating the transition between EV ambition and real customer demand.  
[https://www.caranddriver.com/news/a71221931/porsche-gas-macan-production-ending/](https://www.caranddriver.com/news/a71221931/porsche-gas-macan-production-ending/)

Ford’s companion look at its EV development center adds more detail on why this truck program matters. The emphasis on modular assembly, repairability, and wiring-harness simplification points to the kind of cost-down logic suppliers will increasingly be asked to support.  
[https://www.caranddriver.com/news/a71204448/ford-ev-truck-future-details/](https://www.caranddriver.com/news/a71204448/ford-ev-truck-future-details/)

Zeta Surgical picked up FDA 510(k) clearance for its navigation system and instruments for procedures including brain tumor biopsies, hydrocephalus, and trigeminal neuralgia. The bigger story is the continued move toward more accessible, image-guided, lower-footprint surgical platforms.  
[https://www.prnewswire.com/news-releases/zeta-surgical-receives-fda-510k-clearance-expanding-access-to-brain-tumor-biopsies-hydrocephalus-and-trigeminal-neuralgia-302760338.html](https://www.prnewswire.com/news-releases/zeta-surgical-receives-fda-510k-clearance-expanding-access-to-brain-tumor-biopsies-hydrocephalus-and-trigeminal-neuralgia-302760338.html)

Bright Uro also received FDA clearance, this time for an abdominal sensor that expands its urodynamics system to multi-channel studies. It is another sign that medtech innovation is still leaning toward better data capture, easier workflows, and less cumbersome diagnostics.  
[https://www.prnewswire.com/news-releases/bright-uro-receives-fda-clearance-for-glean-abdominal-sensor-302765627.html](https://www.prnewswire.com/news-releases/bright-uro-receives-fda-clearance-for-glean-abdominal-sensor-302765627.html)

Nikon’s commercial deployment of its next-generation APDIS MV5X laser radar system, powered by Aeva sensing, is a useful manufacturing signal. Automated robotic inspection and metrology keep moving closer to production reality, especially where precision, traceability, and throughput all matter at once.  
[https://www.nasdaq.com/press-release/nikon-begins-commercial-deployment-its-next-generation-apdis-mv5x-laser-radar-system](https://www.nasdaq.com/press-release/nikon-begins-commercial-deployment-its-next-generation-apdis-mv5x-laser-radar-system)

Bosch and Kodiak are pushing autonomous trucking hardware toward scaled production, with Bosch delivering key components for Kodiak’s system. Whether or not driverless trucking arrives quickly, the industrialization of the hardware stack is the part worth noting now.  
[https://www.nasdaq.com/press-release/bosch-and-kodiak-ai-execute-toward-scaled-production-autonomous-trucking-hardware](https://www.nasdaq.com/press-release/bosch-and-kodiak-ai-execute-toward-scaled-production-autonomous-trucking-hardware)

**If you’ve got a venti anything**

Vention’s Interpack launch is a good deeper read on where practical automation is going. The headline is not just another palletizer; it is the bundling of case packing, conveying, palletizing, controls, and software into a more unified deployment model. For manufacturers under labor pressure or dealing with fragmented end-of-line systems, that “one platform, faster rollout” approach is becoming much more commercially relevant than one-off automation cells.  
[https://www.prnewswire.com/news-releases/vention-introduces-one-stop-shop-end-of-line-packaging-automation-from-case-packing-to-conveying-and-palletizing-at-interpack-2026-in-collaboration-with-universal-robots-302764878.html](https://www.prnewswire.com/news-releases/vention-introduces-one-stop-shop-end-of-line-packaging-automation-from-case-packing-to-conveying-and-palletizing-at-interpack-2026-in-collaboration-with-universal-robots-302764878.html)

Amgen’s additional $300 million U.S. manufacturing investment is not device news, but it is still a useful read for anyone tracking advanced production strategy. The company is putting more money into domestic capacity, next-generation technologies, and Puerto Rico-based biologics manufacturing, which reinforces a broader market trend: resilience and localization are still winning budget over leaner global dependency.  
[https://www.prnewswire.com/news-releases/amgen-announces-additional-300-million-us-manufacturing-investment-totaling-nearly-2-billion-over-the-last-year-302760752.html](https://www.prnewswire.com/news-releases/amgen-announces-additional-300-million-us-manufacturing-investment-totaling-nearly-2-billion-over-the-last-year-302760752.html)

Tech Briefs’ latest smart factory report is worth a longer skim because it frames automation in a more grounded way than most AI coverage. Its core point is that the next wave of factory improvement is less about replacing human judgment and more about embedding it into multi-agent, sensor-rich, explainable systems that can actually survive messy plant conditions. That is a useful lens for evaluating which automation investments are real and which are still mostly trade-show theater.  
[https://www.techbriefs.com/component/content/article/55163-doc-9918](https://www.techbriefs.com/component/content/article/55163-doc-9918)

**What it means for customers**

The through-line this week is flexibility. In automotive, the winning programs look increasingly hybrid-capable, localized, and ruthless about engineering cost out of the system; in medical and industrial markets, the differentiators are supply resilience, cleaner data flow from design into production, and automation that improves execution without adding fragility. For TKD2 clients and target accounts, this is a good week to ask three questions: where are we exposed to single-point supply risk, where is product architecture still too expensive to scale, and where could better manufacturing data shorten launch time or reduce rework?

![Screenshot 2026-05-11 065816](https://242652217.fs1.hubspotusercontent-na2.net/hub/242652217/hubfs/Screenshot%202026-05-11%20065816.png?width=1200&length=1200&name=Screenshot%202026-05-11%20065816.png)

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![Anduril Industries](data:image/svg+xml;base64,PHN2ZyB4bWxuczp4bGluaz0iaHR0cDovL3d3dy53My5vcmcvMTk5OS94bGluayIgcm9sZT0iaW1nIiB2aWV3Qm94PSIwIDAgMTAwIDE5IiBmaWxsPSJub25lIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjx0aXRsZT5BbmR1cmlsIExvZ288L3RpdGxlPjxwYXRoIGQ9Ik0zMC41NTA0IDIuNTU5NzhMMzUuMzcxMiAxNS44ODc3SDMyLjcwNTdMMzEuNjg1NiAxMy4wMjA3SDI2LjM3MTJMMjUuMzUxMSAxNS44ODc3SDIyLjczNUwyNy41Mzk0IDIuNTU5NzhIMzAuNTUwNFpNMjcuMjEwMyAxMC43MTY5SDMwLjg0NjVMMjkuMDIwMiA1LjU5NzM5TDI3LjIxMDMgMTAuNzE2OVpNNDcuNDgwOSAxNS45MDQ4SDQ1LjE5MzhMMzkuMTcxOSA2LjcwNjYyVjE1LjkwNDhIMzYuNjM4MVYyLjU3Njg0SDM5LjMwMzVMNDQuOTQ3IDExLjMxNDJWMi41NTk3OEg0Ny40ODA5VjE1LjkwNDhaTTQ5LjczNSAyLjU1OTc4SDU0LjE2MDlDNTguMjA4NSAyLjU1OTc4IDYwLjY3NjUgNS4xNzA3NSA2MC42NzY1IDkuMjMyMjdDNjAuNjc2NSAxMy4yOTM4IDU4LjIwODUgMTUuOTA0OCA1NC4xNjA5IDE1LjkwNDhINDkuNzM1VjIuNTU5NzhaTTU0LjE2MDkgMTMuNTY2OEM1Ni42NDU0IDEzLjU2NjggNTguMDc2OCAxMS44NjAzIDU4LjA3NjggOS4yNDkzNEM1OC4wNzY4IDYuNjA0MjMgNTYuNjQ1NCA0LjkxNDc4IDU0LjE0NDUgNC45MTQ3OEg1Mi4zMTgxVjEzLjU2NjhINTQuMTYwOVpNNjIuMTA3OSAxMC41ODA0VjIuNTc2ODRINjQuNzU2OVYxMC40NzhDNjQuNzU2OSAxMi43MzA2IDY1LjgwOTkgMTMuNjg2MyA2Ny40MjIzIDEzLjY4NjNDNjkuMDM0OCAxMy42ODYzIDcwLjA4NzggMTIuNzEzNiA3MC4wODc4IDEwLjQ3OFYyLjU3Njg0SDcyLjcyMDNWMTAuNTgwNEM3Mi43MjAzIDE0LjI2NjUgNzAuNTgxNCAxNi4wOTI1IDY3LjQwNTkgMTYuMDkyNUM2NC4yMzA0IDE2LjA5MjUgNjIuMTA3OSAxNC4yNDk0IDYyLjEwNzkgMTAuNTgwNFpNNzcuMzkzMSAxNS45MDQ4SDc0Ljc2MDVWMi41NzY4NEg4MC4wMjU2QzgyLjk4NzIgMi41NzY4NCA4NC44MyA0LjAyNzM5IDg0LjgzIDYuNzc0ODhDODQuODMgOC43ODg1OCA4My43NzcgMTAuMTUzOCA4MS45NjcxIDEwLjY5OTlMODUuMTc1NSAxNS45MjE4SDgyLjE2NDZMNzkuMjAzIDEwLjk1NTlINzcuNDA5NVYxNS45MDQ4SDc3LjM5MzFaTTc5Ljg5NCA4LjY2OTEyQzgxLjQ0MDYgOC42NjkxMiA4Mi4yMTM5IDcuOTY5NDUgODIuMjEzOSA2Ljc5MTk1QzgyLjIxMzkgNS41ODAzMiA4MS40MjQxIDQuODk3NzEgNzkuODk0IDQuODk3NzFINzcuNDA5NVY4LjY2OTEySDc5Ljg5NFpNODkuMjA2NiAxNS45MDQ4SDg2LjU3NDFWMi41NzY4NEg4OS4yMjNMODkuMjA2NiAxNS45MDQ4Wk05MS40NDQyIDIuNTU5NzhIOTQuMDkzMlYxMy41MzI3SDEwMFYxNS45MDQ4SDkxLjQ2MDdMOTEuNDQ0MiAyLjU1OTc4Wk0xOS41MjY2IDEyLjExNjNDMTkuMjYzMyAxMS45Nzk4IDE5LjAxNjUgMTEuODQzMiAxOC43ODYyIDExLjY4OTdDMTcuOTYzNSAxMS4xOTQ4IDE3LjIwNjcgMTAuNTk3NSAxNi41MTU2IDkuOTMxOTVDMTYuMjg1MyA5LjcxMDEgMTYuMDM4NSA5LjQ3MTE4IDE1LjgyNDYgOS4yMTUyMUMxMy44MzM3IDYuOTYyNiAxMi42NDkxIDQuMDc4NTggMTIuNDY4MSAxLjAyMzkxTDEyLjQzNTIgMC4yMjE4NDhWMC4xNTM1ODZDMTIuNDM1MiAwLjA2ODI1OTggMTIuMzg1OCAwIDEyLjMwMzYgMEg3LjIzNTk0QzcuMTUzNjcgMCA3LjEwNDMxIDAuMDY4MjU5OCA3LjEwNDMxIDAuMTUzNTg2VjAuMjIxODQ4TDcuMDcxNCAxLjAyMzkxQzYuODkwNDIgNC4wMjczOSA1LjczODY4IDYuODk0MzQgMy43ODA3MyA5LjEyOTg4QzMuNTY2ODQgOS4zODU4NiAzLjMyMDA0IDkuNjI0NzcgMy4wODk2OSA5Ljg2MzY5QzIuMzk4NjUgMTAuNTQ2MyAxLjY0MTc5IDExLjE0MzYgMC44MTkxMjUgMTEuNjU1NUMwLjU3MjMyNCAxMS44MDkxIDAuMzI1NTI0IDExLjk0NTYgMC4wNzg3MjMxIDEyLjA4MjJDMC4wMTI5MDk3IDEyLjExNjMgLTAuMDE5OTk3MyAxMi4yMDE2IDAuMDEyOTA5NCAxMi4yNjk5QzAuMTI4MDgzIDEyLjU0MjkgMC4yNDMyNTYgMTIuNzk4OSAwLjM1ODQzIDEzLjAzNzhDMC44MDI2NzEgMTMuOTI1MiAxLjM2MjA5IDE0Ljc0NDMgMi4wMjAyMiAxNS40NzgxQzIuMjE3NjYgMTUuNyAyLjQzMTU1IDE1LjkwNDggMi42Mjg5OSAxNi4xMDk2QzYuNjc2NTIgMTkuOTQ5MiAxMi44Nzk0IDE5Ljk2NjMgMTYuOTQzNCAxNi4xNDM3QzE3LjE1NzMgMTUuOTM4OSAxNy4zNzEyIDE1LjcxNzEgMTcuNTUyMiAxNS41MTIzQzE4LjIxMDMgMTQuNzc4NSAxOC43Njk3IDEzLjk1OTMgMTkuMjMwNCAxMy4wNzE5QzE5LjM2MjEgMTIuODE2IDE5LjQ3NzIgMTIuNTYgMTkuNTc2IDEyLjMwNEMxOS42MjUzIDEyLjIxODcgMTkuNTkyNCAxMi4xMzM0IDE5LjUyNjYgMTIuMTE2M1pNNC4yNTc4OCAxNS42ODI5QzQuMjU3ODggMTUuODAyNCA0LjE0MjcgMTUuODcwNiA0LjA0Mzk4IDE1LjgwMjRDMy44Nzk0NSAxNS42ODI5IDMuNzMxMzcgMTUuNTQ2NCAzLjU4MzI5IDE1LjQwOTlDMy4zNTI5NCAxNS4yMDUxIDMuMTU1NSAxNS4wMDAzIDIuOTc0NTEgMTQuODEyNkMyLjM4MjE5IDE0LjE4MTIgMS44NzIxNCAxMy40NjQ0IDEuNDYwODEgMTIuNjc5NEMxLjQyNzkgMTIuNjExMiAxLjQ0NDM1IDEyLjU0MjkgMS41MTAxNyAxMi40OTE3QzIuMjM0MTEgMTIuMDMxIDIuOTI1MTUgMTEuNTAxOSAzLjU2Njg0IDEwLjkwNDdDMy43OTcxOCAxMC42OTk5IDQuMDI3NTMgMTAuNDYxIDQuMjQxNDIgMTAuMjM5MUM1Ljk2OTAzIDguNDEzMTQgNy4xODY1OCA2LjE0MzQ3IDcuNzYyNDQgMy42NjkwMkM3Ljc2MjQ0IDMuNDgxMyA4LjAyNTcgMy40ODEzIDguMDI1NyAzLjY2OTAyQzguMjcyNSA0Ljk0ODkxIDguNjM0NDcgNi4yMTE3MyA5LjE0NDUzIDcuNDA2M0M5LjE2MDk4IDcuNDQwNDMgOS4xNjA5OCA3LjQ5MTYyIDkuMTQ0NTMgNy41MjU3NUM4LjI4ODk1IDkuMzg1ODYgNy4xMjA3NiAxMS4wNzUzIDUuNjcyODcgMTIuNTA4OEM1LjQ1ODk3IDEyLjcxMzYgNS4yNDUwOCAxMi45MTg0IDUuMDY0MDkgMTMuMTQwMkM0LjY2OTIxIDEzLjYxOCA0LjQwNTk2IDE0LjE5ODIgNC4yOTA3OCAxNC44Mjk3QzQuMjU3ODggMTUuMDM0NCA0LjI0MTQyIDE1LjIzOTIgNC4yNDE0MiAxNS40NDRMNC4yNTc4OCAxNS42ODI5Wk0xMi44MzAxIDEzLjAzNzhDMTIuODk1OSAxMy4xMDYxIDEyLjg3OTQgMTMuMjA4NSAxMi43OTcyIDEzLjI1OTdDMTEuOTA4NyAxMy44MDU3IDEwLjg3MjEgMTQuMDk1OSA5LjgzNTU3IDE0LjExMjlIOS44MDI2NkM4LjczMzE5IDE0LjExMjkgNy42ODAxOCAxMy44MDU3IDYuNzU4NzkgMTMuMjI1NUM2LjY5Mjk4IDEzLjE3NDMgNi42NzY1MiAxMy4wNzE5IDYuNzI1ODggMTMuMDIwN0M2Ljk4OTEzIDEyLjc0NzcgNy4yNTIzOSAxMi40NTc2IDcuNDk5MTkgMTIuMTY3NUM4LjMyMTg2IDExLjE5NDggOS4wNDU4MSAxMC4xMzY3IDkuNjU0NTggOC45OTMzNkM5LjcwMzk0IDguOTA4MDMgOS44MzU1NyA4LjkwODAzIDkuODg0OTMgOC45OTMzNkMxMC42NzQ3IDEwLjQ2MSAxMS42NjE5IDExLjgyNjIgMTIuODMwMSAxMy4wMzc4Wk01LjczODY4IDE0LjA3ODhDNS43NzE1OSAxNC4wMTA1IDUuODcwMzEgMTMuOTkzNSA1LjkxOTY3IDE0LjA0NDdDNy4wNzE0IDE0Ljg0NjcgOC40MjA1OCAxNS4yNzM0IDkuODAyNjYgMTUuMjczNEwxMC4xMTUzIDE1LjI1NjNDMTAuMzk1IDE1LjIzOTIgMTAuNjc0NyAxNS4yMDUxIDEwLjkzNzkgMTUuMT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"Anduril Industries")Anduril Industries

![John Deere](https://cdn-ux.deere.com/brand-foundations/2.0.0/logos/jd-logo.svg#green "John Deere")John Deere

![Daimler Truck](https://www.daimlertruck.com/_assets/055a696e49fa76c6e6549e622d95030d/Images/daimlertruck.svg "Daimler Truck")Daimler Truck

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![FOX](https://na1.hubspot-logos.com/f941d2c4-2a46-483c-8eca-18d3c8aa83f8 "FOX")FOX

![Caterpillar](https://s7d2.scene7.com/is/image/Caterpillar/CM20220222-5c3c2-280a8?fmt=png-alpha "Caterpillar")Caterpillar

![Honda](https://na1.hubspot-logos.com/b9736599-67fc-464d-9ff1-a3955f2b1b84 "Honda")Honda

![Jedco](https://na1.hubspot-logos.com/1d1e5ecd-0138-4373-9f71-cf748b125791 "Jedco")Jedco

![Edelbrock](https://na1.hubspot-logos.com/50c4ee68-c771-4083-8e69-7dde2787cd7a "Edelbrock")Edelbrock

![BorgWarner](https://na1.hubspot-logos.com/275e43be-9964-402c-b614-9e247db53fa2 "BorgWarner")BorgWarner

![VerdeGo Aero](https://na1.hubspot-logos.com/f7307866-b7e7-4615-ba91-cc661260236b "VerdeGo Aero")VerdeGo Aero

![Oshkosh Corporation](https://na1.hubspot-logos.com/f4079bf8-ec8e-4b59-aed3-0686d96a5830 "Oshkosh Corporation")Oshkosh Corporation

![Lucid Motors](https://na1.hubspot-logos.com/b8b7a10b-405a-43ed-bff1-5833cfd46902 "Lucid Motors")Lucid Motors

![Ricardo](https://na1.hubspot-logos.com/fb60aa1f-3e5b-4b04-9ab9-7d1d64520a1d "Ricardo")Ricardo

![Micro Metals](https://transform.octanecdn.com/width/300/https://octanecdn.com/aldermansites/aldermansites_376837011.png "Micro Metals")Micro Metals

![GW Cast](https://na1.hubspot-logos.com/6efcd08e-ae24-4940-9b04-38303a23a904 "GW Cast")GW Cast

![Pyper Tool](https://na1.hubspot-logos.com/63086869-2262-470d-a56d-91f84bf264f4 "Pyper Tool")Pyper Tool

![Ramco](https://na1.hubspot-logos.com/2dd6e78b-cc30-472e-b36a-31975cf0afeb "Ramco")Ramco

![Thierica Display Products](https://na1.hubspot-logos.com/3f593cf2-102d-4863-8b79-579676207458 "Thierica Display Products")Thierica Display Products

![Symmco](https://na1.hubspot-logos.com/05316e67-4e80-477a-8810-3f584675acc3 "Symmco")Symmco

![Metro Bolt](https://na1.hubspot-logos.com/ea0a8aa0-efb6-4e38-a108-9f7bd9d68330 "Metro Bolt")Metro Bolt

![EFI Automotive](https://na1.hubspot-logos.com/98508534-c3c0-4bfe-8b1f-d3f5235b751c "EFI Automotive")EFI Automotive

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![Staub Manufacturing Solutions](https://na1.hubspot-logos.com/e8af29af-0040-45f4-bfd9-b2018f641759 "Staub Manufacturing Solutions")Staub Manufacturing Solutions

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![Knoedler](https://na1.hubspot-logos.com/cbc14678-c474-42b8-bcbd-dabd89dbb36b "Knoedler")Knoedler

![Rockman Advanced Composites](https://na1.hubspot-logos.com/4a3aa949-f088-426d-b7e1-398812509b47 "Rockman Advanced Composites")Rockman Advanced Composites

![Modal Motors](https://na1.hubspot-logos.com/154115e1-6f84-4c88-b4c2-aea72ad6b492 "Modal Motors")Modal Motors

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