Editor profile

Sarah Thompson

Editor, Regional Business & Trends

Sarah Thompson investigates consumer behavior and market dynamics in major North American urban centers. She provides localized insights into business trends and regional economic shifts.

sarah.thompson@northamericabiz.org

Bylined articles

Tech & Capital

AI reshapes the underlying logic of financial markets: from trading efficiency to risk defense

AI is extending from high-frequency trading to clearing, compliance, and risk management, fundamentally transforming the infrastructure of North American capital markets. Data quality and governance capabilities have become new competitive barriers, and corporate talent strategies are accordingly shifting toward AI literacy development.

Sarah Thompson4 min read
Tech & Capital

AI dominates venture capital: High capital concentration is rewriting North America's innovation rules.

In 2025, 65.6% of US VC funds flowed into AI, with half of that capital going to just 0.05% of deals. This unprecedented concentration of capital is creating a "foundation model layer isolation effect," leaving application-layer AI companies and non-AI industries facing a funding gap. This article analyzes how this landscape is reshaping the North American startup ecosystem, valuation logic, and infrastructure investment.

Sarah Thompson6 min read
Supply Chain Network

How Semiconductor Miniaturization Reshapes the Global Quality Systems Market: From Asian Concentration to Regionalized Supply Chains

This article interprets global manufacturing and quality system market trends from a business analysis perspective, focusing on the growth in demand for high-end equipment driven by semiconductor miniaturization, the concentration of procurement in Asia-Pacific, and the changes in supply chain regionalization brought about by reshoring in North America and Europe.

Sarah Thompson6 min read
Business North America

From Adjustment to Turning Point: The Global Logistics Real Estate Rent Cycle and the Re-pricing of North American Warehousing Value

According to Prologis data, global logistics real estate rents fell by 5% in 2024, and market normalization is nearing its end. This article analyzes North American warehousing supply-demand rebalancing, rent bottoming signals, and investor opportunities from the perspective of industry cycles and capital.

Sarah Thompson5 min read
Tech & Capital

From Algorithms to Industry: The Inflection Point of Korea's AI Startup Ecosystem

South Korea's AI startup ecosystem is undergoing a profound transformation from consumer applications to industrial infrastructure. Corporate strategic investments, multi-department government collaboration, and regulatory-driven capital logic are jointly propelling AI into key fields such as nuclear waste management, trade data, and surgical analysis. This article interprets the new phase of Korean AI industrialization from the perspectives of capital flow, industrial policy, and global competition.

Sarah Thompson5 min read
Business North America

North American Chemical Industry Joint Defense: Industry Strategic Integration Signals Ahead of USMCA Review

On the eve of the USMCA 2026 review, the three major chemical associations of the United States, Canada, and Mexico have launched a joint working group to promote regulatory simplification and enforcement of trade rules. This is not only defensive lobbying but also marks a shift in the North American chemical supply chain from passively relying on agreements to actively shaping the institutional environment, heralding a new phase of regional industrial governance.

Sarah Thompson6 min read
Trade Corridors

North American chemical industry unites to defend free trade: Strategic game ahead of USMCA review

As the USMCA 2026 review approaches, the three major North American chemical associations have launched a new working group in Washington, focusing on regulatory simplification and rules of origin. This move reflects the chemical industry's shift from calling for action to proactively shaping rules, in order to consolidate the competitiveness of the regional supply chain. Analyze how this bottom-up industry action affects investment, industrial layout, and the competitive landscape of North America.

Sarah Thompson6 min read