Episode 65: Does Applied Materials Legal Issues Mean ASML Is Next? And OpenAI Business Model Drama

Chip Stock Investor Podcast · Nov 21, 2023 · 25m

It was a dramatic weekend in the high tech world. OpenAI fired its co-founder and CEO, Sam Altman, and the subsequent uprising has many scratching their heads over the generative AI app creator. Altman is now at Microsoft. Chip Stock Investor has a hunch and a few ideas as to why Microsoft may want Altman to stay in-house, and surprise(!), it may have to do with semiconductors! Reuters also threw a wrench into a seemingly decent Applied Materials (AMAT) quarterly earnings late last week. The report claims that AMAT sold “hundreds of millions of dollars” worth of machines that were under the…