The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

Destination · memory & storage

$60.1B tracked across 3 claim(s)

Sum of point-figure, USD-denominated flow claims tagged Destination · memory & storage in the Q1 money-flow map.

Aggregate of 3 member claims — each member's sourced figures are below.


the working

Basis

Sum of point-figure, USD-denominated flow claims tagged Destination · memory & storage in the Q1 money-flow map.

The pieces 3

Every claim that fed this total, plus any that couldn't be summed — click a row for its own sourcing.

FlowAs ofAmount
SK hynix → unnamed vendor(s) — memory & storage (memory fab construction (DRAM/HBM)) vendor unnamed2027-07-01$38.1B
Micron Technology → unnamed vendor(s) — memory & storage (memory fab construction (leading-edge DRAM)) vendor unnamed2022-09-01$15.0B
Micron Technology → unnamed vendor(s) — memory & storage (HBM advanced-packaging facility construction) vendor unnamed2025-01-08$7.0B
Total (settled figures only)$60.1B

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Research · Q1.