Does Applied Materials (AMAT) Legal Issues Mean ASML Is Next? And OpenAI Business Model Drama

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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 U.S. export ban to China. If you have been reading the 10-Q filings, though, you would know that this has been disclosed in each quarterly report since August 2022. But this does beg the question: Will this investigation stop at Applied Materials? Or will it also affect companies like ASML and others in the “Fab Five” that sell semiconductor manufacturing equipment?

Also, India has been pushing hard to bring semiconductor manufacturing to the country. News from Tata Group!

Stay tuned to Chip Stock Investor for an Nvidia (NVDA) quarterly update later in the week!

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Nick and Kasey own shares of Applied Materials and Nvidia.

Chaoters:
0:00 OpenAI Fires Sam Altman
07:51 Applied Materials Legal Woes
18:16 Is ASML Next?
22:46 Tata Motors