kakaoventures blog
Deep insights, thoughtfully shared —
from Korea’s leading early-stage VC
from Korea’s leading early-stage VC
Why Superconductors Haven’t Reached Commercialization Yet
What holds back superconductors from commercialization? And how are semiconductors evolving in the age of AI? A look at materials, physics, and future bets.
The Rise of HBM: How Memory Is Evolving to Meet the Demands of LLMs
As LLMs push memory to its limits, HBM has emerged as a critical solution. Here’s how it works—and why it’s not the final answer.
Highly Advanced Semiconductors are Indistinguishable From Cakes
Understanding Semiconductors Through Cake: A Beginner-Friendly Introduction to Chips, Transistors, and Wafers