Samsung Electronics is trading 10% down at $4444 after DeepSeek’s September 10 V4.1 Flash announcement said HBM requirements fell to one-quarter of the prior model and SSD needs to one-eighth.
- On September 14, DeepSeek began routing V4-Pro requests to the cheaper Flash model, raising future AI-memory demand concerns.
- Semiconductor stocks are under broad pressure amid AI-development slowdown fears; the live price is sharper than externally reported Seoul-market moves, with no company-specific Samsung announcement identified.