MemoCast

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Knowledge Graph ​

MemoCast wiki는 raw evidence → concept/method → market → simulator → comparison 순서로 추적합니다.

Interactive map

raw evidence에서 simulator까지 이어지는 MemoCast 지식 흐름

wiki 문서의 frontmatter와 Obsidian wikilink를 빌드 시점에 파싱해 자동 생성합니다. 노드를 클릭하면 해당 페이지로 이동하고, 마우스를 올리면 연결된 근거·개념·시장·시뮬레이터 경로가 강조됩니다.

36 pages · 234 wikilinks · generated 2026. 7. 14.

Text outline ​

text
raw evidence
  ├─ reports/articles/earnings → market context, supply/demand signals
  ├─ datasets → quantitative anchors and content assumptions
  ├─ papers/lectures → forecasting methodology and cycle concepts
  ↓
concepts and methods
  ├─ [[memory-demand]] / [[bit-demand]] / [[supply-demand-gap]]
  ├─ [[structural-demand-model]] / [[sensitivity-analysis]]
  └─ [[forecasting-evidence-map]] / [[citation-matrix]]
  ↓
markets
  ├─ [[dram]] → [[pc-dram]] / [[smartphone-memory]] / [[hbm]]
  └─ [[nand]] → smartphone NAND / client SSD / enterprise SSD / AI storage
  ↓
simulators
  ├─ [[pc-dram-demand]]
  ├─ [[smartphone-memory-demand]]
  ├─ [[hbm-demand]]
  └─ [[nand-ssd-demand]]
  ↓
comparison
  └─ [[domain-comparison]]

Core paths ​

PathUse whenStart here
Evidence audit근거 파일과 wiki citation을 추적할 때[[citation-matrix]]
Forecast method수요예측 방법론을 확장할 때[[forecasting-evidence-map]]
Supply-demand cycle가격/매출/shortage를 해석할 때[[supply-demand-gap]]
Application demand제품별 bit demand 구조를 볼 때[[dram]], [[nand]], [[hbm]], [[pc-dram]], [[smartphone-memory]]
Scenario calculation가정을 EB/PB/TB demand로 변환할 때[[simulators/index]]

Naming conventions ​

  • Market pages use application/domain names: markets/hbm, markets/pc-dram.
  • Simulator pages use *-demand: simulators/hbm-demand, simulators/pc-dram-demand.
  • Source pages live under sources/ and should not duplicate full raw contents; they map raw files to decisions.
  • Dataset confidence and forecast confidence must remain visible near the cited assumption.

Next graph edges to add ​

  • Earnings → supplier capacity/capex assumptions.
  • Papers → explicit model extensions, e.g. Bass diffusion for AI PC penetration.
  • Dataset CSV → chart components for historical bit growth and price cycles.