태그
Themes and risks auto-derived from entity content (sections + PDFs). 138 of 188 entities tagged · 492 total assignments · generated 2026-04-28.
To regenerate: python3 tools/auto_tag.py.
Manual tags live in each entity's meta.yaml under
tags:.
Themes (30)
- AI Infra 54
- HBM 45
- NAND / Storage 30
- Advanced Packaging 24
- DRAM / Memory 23
- Power Semiconductors 21
- ESS / Storage 18
- Advanced Node 17
- Defense 17
- Silicon Photonics 16
- Optical Network 16
- DC Power Infra 15
- Robotics 15
- LLM / Foundation Model 15
- Power Grid / T&D 14
- K-Beauty 12
- Shipbuilding 11
- Machine Tools 10
- Glass Substrate 8
- EV Battery 7
- Aesthetic Devices 7
- Agentic AI 7
- Capacitor 7
- Auto Parts 6
- Stablecoin 5
- RWA Tokenization 5
- DC Cooling 4
- Specialty Chemicals 4
- Biotech / Pharma 3
- Insurtech 2