Taiwan Semiconductor: Valuation Dips Go Great With Chips

BING-JHEN HONG The biggest challenge to Artificial Intelligence or AI today is the inability of many organizations to estimate the returns on their AI investments. I believe that’s a temporary phase that was born of the rapid scaling up of AI infrastructure by cloud service providers like Amazon’s AWS (AMZN), Microsoft Corp (MSFT), et al, as well as super-premium smartphone incumbents like Apple Inc. (AAPL) and their respective pushes into the realm of artificial intelligence. The rest of the enterprise ...