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Articles By Noah Kim

TSMC’s rare-earth-free motor survey shows how China’s controls could pinch chip capacity

Reuters reports that TSMC has asked suppliers to assess rare-earth-free motors for fab automation after China’s 2025 licensing…

ByByNoah Kim Oct 24, 2026
Lam Research’s Record September Quarter Shows Real AI Chip-Capacity Spending—but Not an End to…

Lam Research reported record quarterly revenue of $8.22 billion for the period ended Sept. 27, 2026, underscoring strong…

ByByNoah Kim Oct 22, 2026
Qualcomm plans worldwide job cuts after annual reviews; the bigger issue is what they…

A memo says Qualcomm will begin a global “performance-focused reduction” in November without disclosing scale. The cuts matter…

ByByNoah Kim Oct 21, 2026
Anthropic’s 5% public-benefit fund turns an AI mission into an IPO governance test

Anthropic says it will commit 5% of its shares to a new public-benefit fund, a move that could…

ByByNoah Kim Oct 19, 2026
IMF Global Financial Stability Report Flags AI Correction Risk as a Macro-Financial Threat

The IMF’s October financial-stability report and annual-meetings panel move AI risk beyond model safety into macroeconomics, forcing CFOs,…

ByByNoah Kim Oct 17, 2026
Modal crosses $1B annualized run rate and raises $750M Series D at $15.75B

Modal says it has passed a $1 billion annualized revenue run rate as it closes a $750 million…

ByByNoah Kim Oct 15, 2026
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TSMC’s rare-earth-free motor survey shows how China’s controls could pinch chip capacity

Reuters reports that TSMC has asked suppliers to assess rare-earth-free motors for fab automation after China’s 2025 licensing…

ByByNoah Kim Oct 24, 2026
Lam Research’s Record September Quarter Shows Real AI Chip-Capacity Spending—but Not an End to…

Lam Research reported record quarterly revenue of $8.22 billion for the period ended Sept. 27, 2026, underscoring strong…

ByByNoah Kim Oct 22, 2026
Qualcomm plans worldwide job cuts after annual reviews; the bigger issue is what they…

A memo says Qualcomm will begin a global “performance-focused reduction” in November without disclosing scale. The cuts matter…

ByByNoah Kim Oct 21, 2026
Anthropic’s 5% public-benefit fund turns an AI mission into an IPO governance test

Anthropic says it will commit 5% of its shares to a new public-benefit fund, a move that could…

ByByNoah Kim Oct 19, 2026
IMF Global Financial Stability Report Flags AI Correction Risk as a Macro-Financial Threat

The IMF’s October financial-stability report and annual-meetings panel move AI risk beyond model safety into macroeconomics, forcing CFOs,…

ByByNoah Kim Oct 17, 2026
Modal crosses $1B annualized run rate and raises $750M Series D at $15.75B

Modal says it has passed a $1 billion annualized revenue run rate as it closes a $750 million…

ByByNoah Kim Oct 15, 2026