Citation Matrix

이 페이지는 raw/ 자료를 wiki 페이지와 simulator 가정에 연결하는 citation 추적표입니다. 목표는 “숫자를 어디서 가져왔는가?”와 “그 숫자가 수요·공급·가격 중 무엇을 의미하는가?”를 분리하는 것입니다.

Raw integration queue

미연결 raw를 wiki 지식으로 연결하는 다음 작업 목록

citation audit가 uncited raw를 우선순위화하고, 제목·태그·폴더·도메인 키워드로 연결 후보 wiki page를 제안합니다.

citation audit를 불러오는 중입니다…

Market pages

Wiki page	Primary citations	Citation role
[[dram]]	TrendForce — AI Architecture Evolution Set to Drive Memory Market Revenue to a New Peak in 2027, IDC — IDC 2026 — DRAM/NAND Supply Growth Below Norms (16%/17%), DRAM Rev ~$419B, TrendForce — TrendForce — 2026 HBM Demand +70% YoY; SK hynix 50% / Samsung 28% / Micron 22% Bit…	DRAM revenue/ASP, supply growth, HBM wafer displacement
[[hbm]]	TrendForce — TrendForce — 2026 HBM Demand +70% YoY; SK hynix 50% / Samsung 28% / Micron 22% Bit…, NVIDIA / wccftech / IntuitionLabs (종합) — NVIDIA GPU 세대별 per-GPU HBM 용량, Astute Group (citing Morgan Stanley) — Advanced Packaging Demand Soars: Nvidia Secures 60% of CoWoS Capacity	HBM bit growth, per-GPU content, CoWoS realization bottleneck
[[nand]]	TrendForce — TrendForce — QLC Enterprise SSD Breakout 2026 as Nearline HDD Shortage Bites, Tom's Hardware / Futurum / Solidigm / Avnet — Enterprise SSD / QLC NAND demand 2026 — eSSD>consumer, HDD shortage→flash, TrendForce — AI Architecture Evolution Set to Drive Memory Market Revenue to a New Peak in 2027	QLC enterprise SSD, HDD substitution, NAND revenue/price context
[[pc-dram]]	Tom's Hardware / TrendForce / Microsoft — Microsoft, AI PC(Copilot+) 최소 RAM 16GB·NPU 40 TOPS 기준 설정, IDC — IDC 2026 — DRAM/NAND Supply Growth Below Norms (16%/17%), DRAM Rev ~$419B, TrendForce — 디바이스별 평균 메모리 탑재량 (per-device content)	AI PC 16GB floor, shortage feedback, PC content trend
[[smartphone-memory]]	Android Authority / Memeburn / Samsung (집계) — On-device AI가 스마트폰 DRAM 견인: Gemini 12GB·Apple Intelligence 8GB, S25 전 모델 12GB, TrendForce — 2026년 평균 스마트폰 저장 용량 +4.8% 성장, AI 업그레이드가 NAND 견인, counterpointresearch.com — Global Smartphone Revenues Resume Growth in 2024 After Two Years, ASP Hits Record High	On-device AI DRAM content, mobile NAND content growth, shipment/ASP context

Raw integration cluster pages

Cluster page	Newly read raw coverage	Citation role
[[ai-infrastructure-memory]]	185 files	AI server/GPU/HBM/custom accelerator/power realization drivers
[[channel-pricing-signal]]	109 files	Contract/retail price, allocation, inventory, DDR transition shortage signals
[[memory-supply-chain-equipment]]	183 files	Fab/equipment/test/material/regional capacity constraints
[[long-tail-domain-demand]]	27 files	Automotive/networking/IoT/robotics/XR domain demand anchors
[[forecasting-method-library]]	331 files	Papers/lectures/model methods for structural forecasting
[[raw-integration-ledger]]	344 files	File-by-file unread-source ledger and target candidates
[[raw-dataset-csv-ledger]]	46 CSV files	Paired CSV dataset raw paths that complement markdown source-note citation audit
[[advanced-forecast-raw-intake-2026-06-07]]	23 files	Advanced forecast extension queue: ensemble, uncertainty, reconciliation, nowcast, supply-realization signals

Simulator presets

Simulator	Source-backed preset candidates	Caveat
[[hbm-demand]]	TrendForce HBM +70% growth, GPU HBM capacity dataset, CoWoS allocation	Accelerator shipments are still scenario inputs.
[[nand-ssd-demand]]	Enterprise SSD +41%, 122/245/256TB QLC anchors, HDD shortage	Total SSD shipments and segment mix require market-source validation.
[[advanced-demand-forecast]]	Stress scenarios, envelope band, hierarchy total, source-calibrated nowcast base, institution forecast band, raw CSV-derived preset strip, SIA indexed time-series, raw CSV signal interface	These are assumption diagnostics, not deterministic forecasts.
[[pc-dram-demand]]	Copilot+ 16GB minimum, IDC PC shipment downside	AI PC penetration remains a scenario assumption.
[[smartphone-memory-demand]]	Galaxy S25 12GB, Apple AI 8GB, mobile storage +4.8%	Segment mix and shipment volume remain scenario assumptions.

Confidence rules

• High confidence: product requirement or spec anchor, e.g. Copilot+ 16GB, Galaxy S25 12GB.
• Medium confidence: named research-house forecast or extracted article note requiring cross-check.
• Low confidence: aggregated dataset with broad source disagreement, e.g. HBM market size range or historical bit-growth estimates.

Related pages

• [[raw-source-map]]
• [[forecasting-evidence-map]]
• [[supply-demand-gap]]
• [[scenario-analysis]]