Samsung Electronics is trading 3.5% down now at KRW 259,500 after DeepSeek introduced an AI model designed to use less high-bandwidth memory (HBM).

  • Investors fear efficient inference could reduce future HBM demand and pressure semiconductor earnings expectations.
  • Samsung and SK Hynix fell more than 3% in Seoul, signaling a sector-wide memory trade reaction, not a Samsung-specific announcement.
  • The move sharply reverses Samsung’s recent rally; risk-off sentiment and rate concerns may also have added pressure.