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home / news releases / anatomy of an ai correction

TSM - Anatomy Of An AI Correction

Taiwan Semiconductor Manufacturing Company Ltd.

2024-05-02 13:05:00 ET

Summary

  • The AI ecosystem comprises semiconductors, software, other hardware and innovative use cases, all of which play crucial roles in the advancement and adoption of AI.
  • Realistic expectations for 2024 include the potential for a hardware refresh cycle driven by AI in devices, but caution is advised when it comes to big headline topics like fully autonomous vehicles, as their timelines may be difficult to define.
  • Investing in AI carries risks such as intense competition, rapid product obsolescence, dependence on intellectual property rights and the uncertainty of successful product or service development.

By Christopher Gannatti, CFA

ChatGPT was released in November 2022, about 18 months ago. The novelty of the software went viral, and AI now pervades the market and the public’s consciousness. While we are as excited as anyone about AI’s potential, some reality has set in....

For further details see:

Anatomy Of An AI Correction
Stock Information
Company Name: Taiwan Semiconductor Manufacturing Company Ltd.
Stock Symbol: TSM
Market: NYSE
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