DeepSeek V4 Inference Tuning Highlights the Memory Intensity of AI Deployment

SemiAnalysis' report tracks DeepSeek V4 performance from its release window through later optimization work, including measurements on Huawei Ascend hardware and references to Nvidia, AMD and open-source inference stacks such as vLLM and SGLang. For RamTrend, the main relevance is not a direct DRAM or HBM pricing signal, but the continued pressure AI inference places on high-throughput accelerator platforms where memory bandwidth and capacity remain key system constraints. The article points to rapid engineering gains after launch rather than a new procurement announcement, supply change or component price move.