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.A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 391% as of 2/22/2023 and measured against the S&P 500 returns of 116% as of 2/22/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $NVDA $AMD $TSM $AMATDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions. Semiconductor Membership: https://mooresemiinvesting.com/My Official Links https://linktr.ee/JoseNajarroDISCORD GROUP!! https://discord.gg/wbp2Z9S Twitter: https://twitter.com/_JoseNajarro00:00 Intro01:16 [Jose] AI Updates10:23 [Nick] Microsoft AI19:23 [Nick] Samsung Capex Crazy28:17 [Billy] Applied Materials Buyback and Dividend40:08 [Billy] TSMC Utilization Rate48:28 [Jose] Foundry Updates57:07 [Jose] Export Controls

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