Broadcom, Marvell Could Thrive From DeepSeek's AI Breakthrough, Analyst Predicts

1. DeepSeek's R1 AI model shows high efficiency; training costs only $5.6 million. 2. Investors question if AI chip demand will decrease due to improved efficiency. 3. JPMorgan suggests efficiency gains might increase overall chip demand, not decrease it. 4. Custom ASICs could benefit; Broadcom and Marvell likely to gain market share. 5. Historical trends indicate AI innovation fuels further semiconductor demand.