Micron Technology, Inc. (NASDAQ:MU) shares plummeted 6.9% in pre-market trading on Monday, as concerns mounted over future demand for AI chips and memory products used in AI systems. The sell-off was triggered by reports about Chinese AI startup DeepSeek, which claimed to have released a powerful AI model that cost only $6 million to build using less-powerful chips.
If DeepSeek's claims are true, it could potentially undermine the demand for expensive AI chips and high-bandwidth memory (HBM) chips produced by companies like Nvidia and Micron. Analysts have warned that DeepSeek's progress raises questions about the computing power needed to develop AI systems, a key driver for AI stocks and related memory chip demand.
The news sent shockwaves through the semiconductor and technology sectors, with Nvidia, Broadcom, TSMC, ARM, and other chip stocks tumbling in overnight trading. ASML Holding NV, a crucial supplier of chipmaking equipment, saw its shares sink as much as 8% amid fears that DeepSeek's advances could threaten Western technological dominance in the AI field.
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。