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DeepSeek Cut Its KV-Cache HBM Need 75% and SSD Need 87.5%. Micron and Sandisk Investors Should Pay Attention
Insider Monkey12d agoneutral
DeepSeek Cut Its KV-Cache HBM Need 75% and SSD Need 87.5%. Micron and Sandisk Investors Should Pay Attention

The memory-shortage thesis assumes AI usage and memory demand rise together. DeepSeek just supplied a reason that relationship may be weaker. Its September 10 release says V4.1-Flash needs one-quarter as much HBM and one-eighth as much SSD capacity for its KV cache as the previous generation. That matters to Micron Technology, Inc. (NASDAQ:MU) and Sandisk […]