The Globe and Mail reports in its Thursday, July 30, edition that shares of global chipmakers have taken a sharp fall this week. The Globe's Andrew Galbraith writes that analysts cite concerns over a potential influx of cheaper Chinese chips and the risk that tech companies heavily investing in artificial intelligence may encounter higher debt costs while struggling to achieve sustainable revenues. Seoul-listed shares of chipmaker SK Hynix have slid more than 50 per cent from June highs, and the Philadelphia Semiconductor Index of U.S.-listed chipmakers has shed more than a quarter of its value over the same period. But despite the scale of the declines, some argue it doesn't affect the underlying case for investing in AI-related companies. Guardian Capital's Sri Lyer says: "It's a multigenerational opportunity. The question is about at what price to buy it, not whether to buy it." Morgan Stanley says that the adoption of AI tools "is moving decisively from experimentation to measurable enterprise value," with 40 per cent of companies that had adopted AI tools citing at least one quantifiable benefit, nearly double the rate a year earlier. The outlook for AI adopters is becoming increasingly compelling.