Feb 12, 2026 - Claude Code, Memory Mania, CPUs are Back (Jordan Nanos, Doug O'Laughlin, Myron Xie)
SemiAnalysis Weekly
00:00
Memory price surge: HBM and DRAM tightness
Myron and Doug explain why HBM yields, stacking, and limited wafer starts created historic memory shortages.
Play episode from 17:51
Transcript
