Microsoft and OPENAI continue to be a popular discussion for semiconductor investors and now even more with the release of ChatGPT-4. Applied Material $AMAT chip stock announced updates to dividend and buybacks. Foundry Updates with TSMC, Samsung and Global Foundries. All this and more on the number one semiconductor podcast.

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00:00 Intro
01:16 [Jose] AI Updates
10:23 [Nick] Microsoft AI
19:23 [Nick] Samsung Capex Crazy
28:17 [Billy] Applied Materials Buyback and Dividend
40:08 [Billy] TSMC Utilization Rate
48:28 [Jose] Foundry Updates
57:07 [Jose] Export Controls