# Global Technology Research

> Stay tuned. We will publish leading research and insights in technology and innovation.

- **Platform:** substack
- **Category:** Research
- **Subscribers:** 200
- **Last updated:** 2026-03-22
- **URL:** https://globaltechresearch.substack.com
- **Profile:** https://newsletterinsights.io/newsletter/globaltechresearch

## Recent Posts

- [Is This Time Different (2)? – Is DRAM a Better Memory Play on AI Demand than NAND? ](https://globaltechresearch.substack.com/p/is-this-time-different-2-is-dram)
- [What’s Going on in China AI? Deepseek, Manus, and their Impact on NVIDIA (NVDA US) Demand](https://globaltechresearch.substack.com/p/whats-going-on-in-china-ai-deepseek)
- [NVIDIA (NVDA US) GB300, Vera Rubin & Beyond – An Update on Future PCB/CCL and Power Design Change](https://globaltechresearch.substack.com/p/nvidia-nvda-us-gb300-vera-rubin-and)
- [The Minerva – An Introduction of Meta ASIC Server Design, and its JDM Celestica (CLS US)](https://globaltechresearch.substack.com/p/the-minerva-an-introduction-of-meta)
- [This is not the substack you were hoping for.](https://globaltechresearch.substack.com/p/this-is-not-the-substack-you-were)
- [Coming soon](https://globaltechresearch.substack.com/p/coming-soon)
- [The Next AI Wave Won't Be About Generation](https://globaltechresearch.substack.com/p/the-next-ai-wave-wont-be-about-generation)
- [NVLink vs. UALink vs. NeuronLink vs. SUE vs. PCIe – How Large is Astera Labs (ALAB US) Switch Opportunity?](https://globaltechresearch.substack.com/p/nvlink-vs-ualink-vs-neuronlink-vs)
- [Taiyo Holdings (4626 JP) – Introducing Another Hidden Memory Play](https://globaltechresearch.substack.com/p/taiyo-holdings-4626-jp-introducing)
- [Is This Time Different? – How Will AI Large Language Model Bring the Memory Supercycle?](https://globaltechresearch.substack.com/p/is-this-time-different-how-will-ai)