Mike Rogoway

the business of technology for @Oregonian. Phone: [phone] E-mail: [email protected] DM for Signal

[Mike Rogoway @rogoway]

https://t.co/uWdFvvdufu

[Fred Chen @DrFrederickChen]

@wallstengine Reminder that ASML has sold on average less than 50 EUV/year

[Mike Rogoway @rogoway]

@CustomHester @oregonlive @OPB And last summer: https://t.co/SdBuo0O98U

[Mike Rogoway @rogoway]

@CustomHester @oregonlive @OPB From last weekend: https://t.co/eV7yXiIQC5

[Mike Rogoway @rogoway]

Strike two

[Oregonian Business @OregonianBiz]

Silicon Valley gets federal semiconductor research HQ; Oregon still waiting https://t.co/cRelf0sek9

[Mike Rogoway @rogoway]

Asked directly Thursday about breaking up Intel into a factory and design business, CEO Pat Gelsinger said he doesn't want to go that route.

“Our simple view is distinct (businesses), but better together.”

[Oregonian Business @OregonianBiz]

Intel shares jump despite massive loss as chipmaker touts ‘solid progress’ cutting costs https://t.co/e7faTAywKq

[Mike Rogoway @rogoway]

Frightening news for Oregon's chip industry on Halloween.

Intel and Oregon had made this lithography research hub a top priority.

(There are still two other NSTC sites yet to be awarded and Oregon remains in contention for those.)

https://t.co/xUy1I9Fi7q

[Mike Rogoway @rogoway]

Poor initial reception for 18A, struggles with AI, bad blood with TSMC and Google.

Q3 results coming on Halloween.

[Max Cherney @chernandburn]

Inside Intel: how CEO Pat Gelsinger fumbled the revival of an American Icon

With @JLDastin @DawnC331 @f_potkin and @StephenNellis

https://t.co/nIWjcDQfv4

[Mike Rogoway @rogoway]

A lot has happened in two years.

[Mike Rogoway @rogoway]

Here's my 2022 profile of Ann Kelleher.

“We’ve given Ann an unlimited budget and said, ‘Get us on track,’” Pat Gelsinger said back then.

https://t.co/sJzZt7POq6

[Mike Rogoway @rogoway]

Intel has picked a replacement for VP Ann Kelleher, its top Oregon executive. The company isn't saying when Kelleher is leaving.

It’s a curious moment to announce a change, with 18A nearing launch.

https://t.co/JoptnrnhIb

[Mike Rogoway @rogoway]

…another on Intel's two decades of misfires in GPUs, which now leave the company far behind in the AI space.

https://t.co/3GFh4aPhWH

[Mike Rogoway @rogoway]

Intel has picked a replacement for VP Ann Kelleher, its top Oregon executive. The company isn't saying when Kelleher is leaving.

It’s a curious moment to announce a change, with 18A nearing launch.

https://t.co/JoptnrnhIb

[Mike Rogoway @rogoway]

And *two* big articles on Intel in the NYT today -- one on the possibility that billions in CHIPS Act investment in Intel might be for naught:

https://t.co/H541pjmrLJ

[Mike Rogoway @rogoway]

Intel initially told state workforce officials that they would have to visit the company's offices to see the job titles of the 1,300 Oregon employees laid off last week.

The state asked for the data anyway and Intel complied.

https://t.co/HrIMBgtFf3

[Mike Rogoway @rogoway]

With data center power needs soaring, Oregon faces a looming energy shortage.

Amazon hopes nuclear reactors could help alleviate the power crunch.

Oregon outlawed nuclear plants in 1980 so Amazon would put its reactors nearby, in the Tri-Cities.

https://t.co/ePeEgEiBjA

[Mike Rogoway @rogoway]

Intel began laying off 1,300 Oregon workers this week.

It plans to eliminate 15,000 jobs across the company by mid November, the biggest cuts in company history.

Many other Oregon workers took buyouts or early retirement this fall.

https://t.co/kTuRUkdqrF

[Mike Rogoway @rogoway]

Read all our coverage of Oregon's data center industry here: https://t.co/Z1S6zWMNGS

[Mike Rogoway @rogoway]

Oregon has an immense data center industry. Thanks to AI, its electricity demand could double by the end of the decade. Or triple. Or maybe quadruple.

Someone has to pay for all the new power plants and transmission lines.

That’s where you come in.

https://t.co/M7eAmuZP5d

[Matt Day @mattmday]

Saw some robots

[Mike Rogoway @rogoway]

Les Schwab's sale process is progressing, @PEHUB reports:

https://t.co/sY8BGq06Lk