Memory demand growing: Nvidia asks Samsung to boost V-NAND, Kimi K3 rejects new users due to capacity

The author argues memory demand is still growing: Nvidia asked Samsung to scale up V9/V10 V-NAND; Chinese Kimi K3 had to turn away new subscribers due to capacity; TSMC report shows strong AI chip demand. Stocks are up but fundamentals are solid, unlike the dot-com bubble.

• Nvidia
• memory
• Samsung
• TSMC
• Kimi K3
• AI demand