SignalTech/AI

DeepSeek Cut Its KV-Cache HBM Need 75% and SSD Need 87.5%. Micron and Sandisk Investors Should Pay Attention

DeepSeek's 75% HBM and 87.5% SSD cuts signal demand risk for Micron and Sandisk.

What changed

DeepSeek's 75% HBM and 87.5% SSD cuts signal demand risk for Micron and Sandisk.

Why it matters

DeepSeek's 75% HBM and 87.5% SSD cuts signal demand risk for Micron and Sandisk. — impact context not separately stored; see What changed.

Sources