SanDisk Corporation (NASDAQ:SNDK) shares fell 5.5% in pre-market trading on Monday to $1,543.92 as semiconductor and memory stocks declined amid renewed investor assessment of demand associated with artificial intelligence infrastructure.
US chip stocks broadly moved lower after technology executives called for a slower pace of advanced AI development because of safety concerns.
Investors were also continuing to assess the potential implications of DeepSeek’s V4.1 Flash model for memory and storage requirements.
DeepSeek Model Puts Memory Demand in Focus
According to the supplied information, DeepSeek’s V4.1 Flash architecture requires less High Bandwidth Memory and solid-state drive storage capacity than its previous generation.
The development has prompted investors to consider whether wider adoption of more computationally efficient AI models could affect longer-term demand for enterprise NAND flash and other memory products.
The potential impact remains uncertain and would depend partly on whether similar approaches are adopted more broadly by AI developers.
Other Memory Stocks Decline
The selling was not limited to SanDisk, with Micron and SK Hynix also under pressure amid similar concerns about future AI-related memory demand.
SanDisk’s decline therefore occurred alongside broader weakness across semiconductor and memory stocks rather than following a company-specific announcement.
Broader US Equity Market Falls
The pre-market decline came during a weaker session for major US equity indices. The Nasdaq fell 1.8%, while the S&P 500 declined 0.8% and the Dow Jones was down 0.3%.
Investors continued to assess valuations across semiconductor and storage companies following gains in the sector earlier in the year, alongside the potential implications of more computationally efficient AI models for future hardware requirements.
SanDisk stock price
