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Macro Finance

DeepSeek Hands Memory Stock Investors Fresh Reason for Caution

Bloomberg Markets·September 11, 2026·1 min read

DeepSeek's latest AI model raised doubts about memory chip demand, prompting caution among fund managers re-entering South Korean memory makers' stocks. The model's performance suggests weaker-than-expected demand, triggering a fresh gut check for investors betting on a recovery in the sector.

Read at Bloomberg Markets
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