Samsung Electronics shares fell 3.5% on September 11. The decline followed reports that AI firm DeepSeek developed models requiring less high-bandwidth memory (HBM). Investors worry this technological shift will lower future demand for Samsung’s advanced memory chips.
Analysts suggest the market reaction may be premature. While specific AI processes are becoming more efficient, overall demand for high-capacity memory remains substantial. Large-scale model weights and activations continue to require significant memory resources.