On the 31st, Samsung Electronics said during the conference call for its 2024 fourth quarter earnings report regarding the impact of DeepSeek in China, "It is too early to judge with current limited information, but we expect both long-term opportunity factors and short-term risk factors to coexist in the market."
Samsung Electronics noted, "As we are supplying HBM (high bandwidth memory) used in GPUs (graphics processing units) to various clients, we are observing industry trends based on multiple scenarios," adding, "The dynamics of the industry due to the introduction of new technologies are always subject to change, so we will monitor industry trends and actively respond to the rapidly changing AI market."