Feb 12, 2026 - Claude Code, Memory Mania, CPUs are Back (Jordan Nanos, Doug O'Laughlin, Myron Xie)
SemiAnalysis Weekly
00:00
When will suppliers add capacity?
Hosts debate Samsung, Micron, SK Hynix timelines, EUV tool allocation, and capex constraints on adding DRAM supply.
Play episode from 24:21
Transcript
