Taiwan Semiconductor Manufacturing Company (TSMC) announced plans to manufacture its most advanced 3-nanometer semiconductors at a new plant in Japan, a strategic move to meet surging AI demand and significantly advance Japan's goal of reclaiming leadership in high-tech chip production.
Taiwan Semiconductor Manufacturing Company (TSMC) announced plans Thursday to manufacture cutting-edge 3-nanometer semiconductors at its second plant in Kumamoto, Japan. The move, a significant win for Prime Minister Sanae Takaichi's industrial policy, aims to meet soaring global AI demand and reshapes the geopolitics of advanced chipmaking.
OpenAI is actively seeking alternatives to Nvidia's latest AI chips for inference tasks, eyeing partnerships with specialized firms like Cerebras and Groq. This strategic shift, emerging amid high-stakes investment talks, signals a potential rebalancing of power in the foundational AI hardware sector.
A challenging year for the restaurant sector revealed Chipotle's operational strength and strategic discipline, shifting the investment narrative from hyper-growth to sustainable compounding.
ASE Technology Holding, the global leader in semiconductor packaging and testing, projects its advanced packaging revenue will surge to $3.2 billion within two years, fueled by booming demand for AI and high-performance chips.
Microsoft's record capital expenditure on its in-house Maia AI chip and data centers tests investor resolve as shares retreat from recent highs, even as the company expands its AI ecosystem across key industries.
HP, Dell, Acer, and Asus are reportedly in talks to source memory chips from Chinese manufacturers for the first time, as global shortages disrupt product launches and drive up costs across the tech sector.
Advanced Micro Devices (AMD) is capturing Wall Street's attention with a compelling growth thesis centered on its chiplet architecture and surging free cash flow. As AI workloads expand, analysts see a structural market opportunity that could propel the semiconductor giant beyond near-term stock volatility.
After a sharp derating, Chipotle Mexican Grill's stock is trading near multi-year lows. While facing cyclical headwinds, analysts argue its core growth engine remains intact, presenting a potential entry point for long-term investors.
A persistent industry-wide memory shortage is hampering smartphone production and denting sales forecasts for key chip sector players Qualcomm and Arm Holdings, with executives warning the supply constraints could extend for years.
Chipotle Mexican Grill reports solid 2025 earnings, yet a forecast for stagnant comparable sales in 2026 shifts investor attention to whether its current stock price accurately reflects the company's growth trajectory amid contrasting market signals.
As Chipotle Mexican Grill navigates a post-2025 landscape, its robust brand and expansion plans face a near-term reality check. The coming year's stock performance hinges on two critical, interlinked challenges: reviving customer visit frequency and defending profitability amid cost pressures.
CNBC's Jim Cramer has taken a contrarian stance on Chipotle Mexican Grill, suggesting the market's negative reaction to its latest earnings report is misguided and that the stock's recent comeback has more room to run.
Following its first annual sales decline, Chipotle unveils a new strategic push, creating two key tech leadership roles to overhaul its digital experience and loyalty program.
Beyond the spotlight on Nvidia and ChatGPT, the AI infrastructure rush is creating a historic surge for memory and storage chipmakers, with stock gains eclipsing 1,000% as supply struggles to meet explosive data center demand.
BTQ Technologies announces a strategic collaboration with Taiwan's Industrial Technology Research Institute to validate its quantum computing memory chip. While the deal highlights its post-quantum cryptography ambitions, the company's steep valuation premium and mounting losses present a stark contrast to its recent share price slump.
Facing three straight quarters of declining sales, Chipotle unveils an aggressive marketing strategy centered on targeted media and menu innovation, while its high-stakes search for a new chief marketer continues.
The landmark $100 billion infrastructure partnership between OpenAI and Nvidia has failed to materialize into a binding agreement, exposing underlying tensions over chip supply and performance demands, and raising broader concerns about speculative dynamics in the AI sector.
Chipotle Mexican Grill surpassed quarterly earnings and revenue estimates, yet revealed a continued decline in customer visits and forecast stagnant same-store sales growth for the coming year, highlighting ongoing challenges in the competitive fast-casual sector.
Facing a sales slowdown, Chipotle announces a spring relaunch of its loyalty program aimed at boosting in-store engagement, supported by AI-driven personalization and new kitchen equipment to streamline operations.
