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[Selected Topics] DeepSeek Optimizes AI Deployment Costs and Creates New Sources of Memory Demand

Last Modified

2025-02-17

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Aperiodically

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PDF

Overview

TrendForce analyzes that DeepSeek reduces AI deployment costs through optimized algorithms, creating new opportunities for SMEs. While the short-term impact on the memory market is limited, in the long term, DeepSeek will drive the popularization of edge AI applications, increasing DRAM capacity in PCs and smartphones, and boosting demand for high-performance NAND Flash like UFS 4.0. Concurrently, DeepSeek may reduce demand for high-end GPUs and HBM, but will increase demand for general-purpose server DRAM and enterprise SSDs.

＜Total Pages：7＞

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