The Memory Atlas
An interactive 3D map of the AI memory and interconnect supply chain — the memory hierarchy (registers to network), HBM, CXL memory pooling, silicon photonics and the memory wall — through a business lens: who makes what, where the bottlenecks are (TSMC CoWoS, ASML EUV, EML lasers, Ajinomoto ABF), which countries control each step, and the metrics investors watch.
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Built by Upamanyu Acharya. Educational structural analysis, not investment advice.