Samsung Electronics shares fell 3.5% in South Korea on September 11, 2026. Reports indicated that new AI models from DeepSeek require less high-bandwidth memory (HBM).
Investors expressed concern regarding future demand for HBM, which serves as a critical component for AI accelerators. Analysts categorize this development as a significant short-term challenge for memory manufacturers.
Some experts suggest that predicting a permanent reduction in global HBM demand is premature. The technical complexity of AI model optimization may not lead to a lasting decrease in high-performance memory needs.