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The Tech Room
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Weekly analysis of the semiconductor industry. Two hosts break down the stories that matter — with expert-level insight and zero fluff.

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W13
Mar 2026
March 27, 2026

Memory Supercycle: Micron's $24B Quarter, Samsung's 2nm Comeback & NVIDIA's All-In Bet on Data-Center Silicon

The global memory shortage connects everything this week. Micron posts record earnings (+196%), Samsung's 2nm yields surge to 60% threatening TSMC's dominance, and NVIDIA reallocates its 2026 GPU capacity entirely to data-center accelerators amid the worst memory crunch in a decade.

Semiconductors AI Gaming
JUN
2025
June 30, 2025

TSMC Hits 90% Yield on 2nm, Samsung Strengthens DRAM, ASML Faces High-NA EUV Pushback

TSMC hits 90% yield on 2nm and expands in the U.S. GlobalFoundries and Samsung strengthen U.S. and DRAM positions. SK Hynix leads HBM race but DRAM revenue slips. ASML faces High-NA EUV pushback while China advances EUV ambitions.

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