Broadcom Inc

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DeepSeek R1 Model Doesn't Alter Our Valuations or Forecasts for Technology Hardware Stocks

William Kerwin

Jan 27, 2025

Many technology hardware stocks under our coverage plunged in Monday trading after reports of DeepSeek's R1 generative artificial intelligence model out of China offering performance parity to top US models at a much lower training cost. The iShares Semiconductor ETF was down 8% in midday trading.

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Broadcom Inc

DeepSeek R1 Model Doesn't Alter Our Valuations or Forecasts for Technology Hardware Stocks

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