Max A. Cherney
@chernandburn.bsky.social
Tech correspondent at Reuters on the semiconductor and AI beat. Easy to reach via email [email protected], Signal (chernandburn.415) and DMs here.
Work: https://www.reuters.com/authors/max-a-cherney/
Work: https://www.reuters.com/authors/max-a-cherney/
Pinned
Max A. Cherney
@chernandburn.bsky.social
· Nov 13
Special Report: Inside Intel, CEO Pat Gelsinger fumbled the revival of an American icon
The firm fell short of high expectations, lost contracts and failed to deliver products.
www.reuters.com
Hi everyone! Just wanted to welcome all the people that began to follow me.
Mostly I write about semiconductors and AI. And recently, with several colleagues, we published an investigative story about Intel CEO Pat Gelsinger's time running the company. Check it out:
Mostly I write about semiconductors and AI. And recently, with several colleagues, we published an investigative story about Intel CEO Pat Gelsinger's time running the company. Check it out:
Intel has struggled with its crucial 18A manufacturing process and yields have increased to 10% this summer from 5% late last year, according to sources. Defect density is 3X what the industry standard is to begin high-volume production, which is slated for this year. Details 👇
Exclusive: Intel struggles with key manufacturing process for next PC chip, sources say
The production process that Intel hoped would pave the way to winning manufacturing deals and restore its edge in churning out high-end, high-margin chips is facing a big hurdle on quality as it puts newer technologies to the test, two people briefed on the matter told Reuters.
www.reuters.com
August 5, 2025 at 2:25 PM
Intel has struggled with its crucial 18A manufacturing process and yields have increased to 10% this summer from 5% late last year, according to sources. Defect density is 3X what the industry standard is to begin high-volume production, which is slated for this year. Details 👇
TAIPEI-NVIDIA CEO: U.S. AI CHIP EXPORT CONTROLS TO CHINA WERE A FAILURE
May 21, 2025 at 1:58 AM
TAIPEI-NVIDIA CEO: U.S. AI CHIP EXPORT CONTROLS TO CHINA WERE A FAILURE
SENIOR WHITE HOUSE OFFICIAL: TRUMP PLANS OTHER SECTORAL TARIFFS FOR SEMICONDUCTORS, PHARMACEUTICALS AND POTENTIALLY CRITICAL MINERALS; THOSE ALSO WON'T BE COVERED BY NEW REGIME
April 2, 2025 at 9:08 PM
SENIOR WHITE HOUSE OFFICIAL: TRUMP PLANS OTHER SECTORAL TARIFFS FOR SEMICONDUCTORS, PHARMACEUTICALS AND POTENTIALLY CRITICAL MINERALS; THOSE ALSO WON'T BE COVERED BY NEW REGIME
SCOOP: QUANTUM COMPUTING STARTUP PSIQUANTUM RAISING AT LEAST $750 MILLION AT $6 BILLION VALUATION, SOURCES SAY
March 24, 2025 at 10:47 PM
SCOOP: QUANTUM COMPUTING STARTUP PSIQUANTUM RAISING AT LEAST $750 MILLION AT $6 BILLION VALUATION, SOURCES SAY
Reposted by Max A. Cherney
The latest Oxide and Friends is up: @bcantrill.bsky.social and I spoke with @reuters.com's @chernandburn.bsky.social about Intel's new CEO, Lip-Bu Tan, and what might be in store for the company. share.transistor.fm/s/59bf46b3
Lip-Bu Tan's Intel | Oxide and Friends | Episode 10
Intel has a new CEO! And it's Lip-Bu Tan. We had assumed it would not be Lip-Bu--he was such a clear front-runner that the more time passed the less likely it seemed it would be him... and yet! Bryan ...
share.transistor.fm
March 21, 2025 at 6:12 PM
The latest Oxide and Friends is up: @bcantrill.bsky.social and I spoke with @reuters.com's @chernandburn.bsky.social about Intel's new CEO, Lip-Bu Tan, and what might be in store for the company. share.transistor.fm/s/59bf46b3
Reposted by Max A. Cherney
Intel has a new CEO and it's Lip-Bu Tan! He was such an obvious front-runner that we assumed the more time that passed, the less likely it would be him. And yet! @bcantrill.bsky.social and I were joined by @chernandburn.bsky.social to discuss youtu.be/-sYvYYSxz2Y
Oxide and Friends 3/17/2025 -- Lip-Bu Tan's Intel
YouTube video by Oxide Computer Company
youtu.be
March 20, 2025 at 3:58 AM
Intel has a new CEO and it's Lip-Bu Tan! He was such an obvious front-runner that we assumed the more time that passed, the less likely it would be him. And yet! @bcantrill.bsky.social and I were joined by @chernandburn.bsky.social to discuss youtu.be/-sYvYYSxz2Y
EXCLUSIVE-ARM SEEKS TO RECRUIT EXECUTIVES FROM CUSTOMERS FOR CHIP DESIGN EFFORT
February 14, 2025 at 1:05 AM
EXCLUSIVE-ARM SEEKS TO RECRUIT EXECUTIVES FROM CUSTOMERS FOR CHIP DESIGN EFFORT
ARM 'DISAPPOINTED' IN VERDICT, SAYS IT INTENDS TO SEEK RETRIAL OF LAWSUIT AGAINST QUALCOMM - STATEMENT
December 20, 2024 at 11:23 PM
ARM 'DISAPPOINTED' IN VERDICT, SAYS IT INTENDS TO SEEK RETRIAL OF LAWSUIT AGAINST QUALCOMM - STATEMENT
U.S. JUDGE ASKS ARM AND QUALCOMM TO MEDIATE AFTER MISTRIAL, SAYS NIETHER SIDE HAS CLEAR VICTORY IF CASE IS TRIED AGAIN
December 20, 2024 at 10:43 PM
U.S. JUDGE ASKS ARM AND QUALCOMM TO MEDIATE AFTER MISTRIAL, SAYS NIETHER SIDE HAS CLEAR VICTORY IF CASE IS TRIED AGAIN
U.S. JURY FINDS QUALCOMM DID NOT BREACH NUVIA'S LICENSE AGREEMENT WITH ARM
December 20, 2024 at 10:43 PM
U.S. JURY FINDS QUALCOMM DID NOT BREACH NUVIA'S LICENSE AGREEMENT WITH ARM
U.S. JURY DEADLOCKED ON WHETHER NUVIA BREACHED LICENSE AGREEMENT WITH ARM AFTER QUALCOMM ACQUIRED NUVIA
December 20, 2024 at 10:43 PM
U.S. JURY DEADLOCKED ON WHETHER NUVIA BREACHED LICENSE AGREEMENT WITH ARM AFTER QUALCOMM ACQUIRED NUVIA
U.S. JURY FINDS QUALCOMM CUSTOM CPUS ARE LICENSED UNDER ITS DEAL WITH ARM
December 20, 2024 at 10:43 PM
U.S. JURY FINDS QUALCOMM CUSTOM CPUS ARE LICENSED UNDER ITS DEAL WITH ARM
U.S. JURY IS DEADLOCKED ON ONE OF QUESTIONS IN ARM'S LAWSUIT AGAINST QUALCOMM BUT IS STILL DILBERATING
December 20, 2024 at 7:22 PM
U.S. JURY IS DEADLOCKED ON ONE OF QUESTIONS IN ARM'S LAWSUIT AGAINST QUALCOMM BUT IS STILL DILBERATING
Intel CEO Pat Gelsinger is out
Intel CEO Pat Gelsinger steps down from struggling chipmaker
Intel Chief Executive Pat Gelsinger has stepped down less than four years after taking the helm of the company, handing control to two lieutenants as the faltering American chipmaking icon searches for a permanent replacement.
www.reuters.com
December 2, 2024 at 4:09 PM
Intel CEO Pat Gelsinger is out
Reposted by Max A. Cherney
Nvidia is still forecasting growth, but it's lower than some had hoped, mostly because of supply issues - story with @chernandburn.bsky.social and Arsheeya Bajwa over at @reuters.com - www.reuters.com/technology/a...
Nvidia fourth-quarter revenue estimate fails to impress Wall Street
Nvidia forecast fourth-quarter revenue slightly above estimates on Wednesday, but still failed to meet lofty expectations of some investors who have made it the world's most valuable firm.
www.reuters.com
November 21, 2024 at 1:47 AM
Nvidia is still forecasting growth, but it's lower than some had hoped, mostly because of supply issues - story with @chernandburn.bsky.social and Arsheeya Bajwa over at @reuters.com - www.reuters.com/technology/a...
Hi everyone! Just wanted to welcome all the people that began to follow me.
Mostly I write about semiconductors and AI. And recently, with several colleagues, we published an investigative story about Intel CEO Pat Gelsinger's time running the company. Check it out:
Mostly I write about semiconductors and AI. And recently, with several colleagues, we published an investigative story about Intel CEO Pat Gelsinger's time running the company. Check it out:
Special Report: Inside Intel, CEO Pat Gelsinger fumbled the revival of an American icon
The firm fell short of high expectations, lost contracts and failed to deliver products.
www.reuters.com
November 13, 2024 at 10:15 PM
Hi everyone! Just wanted to welcome all the people that began to follow me.
Mostly I write about semiconductors and AI. And recently, with several colleagues, we published an investigative story about Intel CEO Pat Gelsinger's time running the company. Check it out:
Mostly I write about semiconductors and AI. And recently, with several colleagues, we published an investigative story about Intel CEO Pat Gelsinger's time running the company. Check it out:
Reposted by Max A. Cherney
November 13, 2024 at 5:34 PM