SK Hynix, Samsung Shares Dip In Korea After DeepSeek Debuts AI Tech That Uses Less Memory – Micron, SanDisk Hold Up - TradingView

Chinese AI startup DeepSeek unveiled its latest model, V4.1 Flash, which significantly reduces demand for high-bandwidth memory (HBM) and solid-state drives (SSD) through a more efficient architecture... Read original →

DeepSeek's launch of the V4.1 Flash model, which significantly reduces reliance on HBM and SSDs through dynamic parameter activation, has triggered a sharp decline in SK Hynix and Samsung Electronics shares. This technological shift undermines the sustained demand for high-bandwidth memory, challenging the core growth thesis of memory chipmakers. Micron and SanDisk remain resilient, highlighting their strategic divergence in storage architecture. The move signals a fundamental reevaluation of memory dependency in AI systems, pushing the industry toward heterogeneous computing and in-memory processing. While short-term market sentiment is volatile, the long-term implication is a structural shift in chip design, compelling global semiconductor firms to pivot toward more efficient AI ecosystems.