DeepSeek Engram Is Semantic Retrieval, Can Cut HBM Needs 40-50%

Technical discussions clarify that DeepSeek's Engram is essentially a semantic retrieval system rather than a computational one, cutting HBM requirements by 40-50% in both storage and bandwidth, while bandwidth remains the bigger constraint; Huawei's HiZQ is confirmed as true HBM, not a substitute.

2026-09-22 ~ 2026-09-22 · 4 related posts