Feb 12, 2026 - Claude Code, Memory Mania, CPUs are Back (Jordan Nanos, Doug O'Laughlin, Myron Xie)
SemiAnalysis Weekly
00:00
HBM vs logic: cost per wafer and tradeoffs
Discussion of capex per wafer start, packaging difficulty, hybrid bonding, and yield impacts for HBM.
Play episode from 29:05
Transcript
