@rogoway

https://nitter.cf/t.co/29krCFG8tL Covers the business of technology for @Oregonian. Phone: 503-294-7699 E-mail: [email protected] DM for Signal

 Portland, OR
oregonlive.com/silicon-forest
Joined November 2008
  • Tweets14.5K
  • Following4.1K
  • Followers7.3K
619Media
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Mike Rogoway retweeted
Fred Chen@DrFrederickChen
Jan 3
Replying to @DrFrederickChen @wallstengine
Reminder that ASML has sold on average less than 50 EUV/year
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Strike two
Oregonian Business@OregonianBiz
1 Nov 2024
Silicon Valley gets federal semiconductor research HQ; Oregon still waiting oregonlive.com/silicon-fores…

Silicon Valley gets federal semiconductor research HQ; Oregon still waiting

The Biden administration passed over Oregon twice this week. The state still has a shot at a third -- or possibly a fourth -- research hub.

oregonlive.com
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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
31 Oct 2024
Intel shares jump despite massive loss as chipmaker touts ‘solid progress’ cutting costs oregonlive.com/silicon-fores…

Intel shares jump despite massive loss as chipmaker touts ‘solid progress’ cutting costs

The company laid off 1,300 Oregon workers earlier this month.

oregonlive.com
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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.) oregonlive.com/silicon-fores…

Biden administration picks NY, not Oregon, for first CHIPS Act research hub

Oregon still has a shot at one of two other research sites but its prospects have narrowed.

oregonlive.com
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Poor initial reception for 18A, struggles with AI, bad blood with TSMC and Google. Q3 results coming on Halloween.
Max Cherney@chernandburn
29 Oct 2024
Inside Intel: how CEO Pat Gelsinger fumbled the revival of an American Icon With @JLDastin @DawnC331 @f_potkin and @StephenNellis reuters.com/technology/insid…

EXCLUSIVE: 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.

reuters.com
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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. oregonlive.com/silicon-fores…

Intel hands a ‘blank check’ to technology chief Ann Kelleher, hoping she can deliver a turnaround

“Who’s going to argue with being told you have limitless resources?"

oregonlive.com
Mike Rogoway@rogoway
24 Oct 2024
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. oregonlive.com/silicon-fores…

Intel picks ‘long-term’ successor to its technology development chief and top Oregon executive

The company said Ann Kelleher isn’t leaving soon but it picked a curious moment to announce her replacement.

oregonlive.com
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A lot has happened in two years.
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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. oregonlive.com/silicon-fores…

Intel picks ‘long-term’ successor to its technology development chief and top Oregon executive

The company said Ann Kelleher isn’t leaving soon but it picked a curious moment to announce her replacement.

oregonlive.com
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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: nytimes.com/2024/10/24/us/po…

The White House Bet Big on Intel. Will It Backfire? (Published 2024)

A plan to revive U.S. chip manufacturing rests partly on a company that is firing workers and delaying factories, even as the government pushes for the opposite.

nytimes.com
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…another on Intel's two decades of misfires in GPUs, which now leave the company far behind in the AI space. nytimes.com/2024/10/24/techn…

How Intel Got Left Behind in the A.I. Chip Boom (Published 2024)

Intel was for decades Silicon Valley’s dominant chip company. But missed opportunities and poor execution left it on the sidelines in tech’s latest gold rush.

nytimes.com
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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. oregonlive.com/silicon-fores…

Intel’s Oregon layoffs by the numbers: VPs, fellows and engineering all took hits

Executives, scientists, engineers and administrative assistants all took a hit.

oregonlive.com
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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. oregonlive.com/silicon-fores…

Amazon wants nuclear reactors to power Oregon data centers

The Seattle company hopes to build nuclear plants in Richland, Wash., less than 60 miles from its eastern Oregon data centers.

oregonlive.com
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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. oregonlive.com/silicon-fores…

Intel will lay off 1,300 in Oregon as part of broader companywide cuts

It's one of the largest job cuts in state history. Many other employees took buyouts, which means the total number of lost jobs will be significantly higher.

oregonlive.com
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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. oregonlive.com/silicon-fores…

Oregon’s data centers want a lot more electricity. Who’s going to pay? It could be you

"The people who are supposed to be the smartest people in the room didn’t see this coming.”

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Read all our coverage of Oregon's data center industry here: oregonlive.com/datacenters/
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Mike Rogoway retweeted
Matt Day@mattmday
7 Oct 2024
Saw some robots
Bloomberg Technology
@technology
7 Oct 2024
Agility Robotics, maker of humanoid warehouse robots, reveals its RoboFab assembly line in Oregon. trib.al/TdRNHuV

Agility Robotics, Maker of Humanoid Bots, Shows Off Its ‘RoboFab’

The Oregon company already has robots working in a Spanx warehouse and running trials at Amazon facilities.

bloomberg.com
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Les Schwab's sale process is progressing, @PEHUB reports: pehub.com/on-the-block-autom…

On the block: Automotive services companies come into crosshairs of PE buyers | PE Hub

PE firms with current automotive services holdings include TSG Consumer, Baypine, Audax and Percheron Capital

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Crescendo CEO Matt Price, a former Zendesk SVP, lives in Portland. Moved here from SF: "Being a Brit, I love rain and soccer," Matt says. "No better place in the US for that combo than Portland." bloomberg.com/news/articles/…

AI Startup Hits $500 Million Valuation to Rival Contact Centers

A group of seasoned Silicon Valley executives raised $50 million for a new startup that provides artificial intelligence-enhanced contact center services, joining a crowded field of companies looking...

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Oregon CEO’s sex abuse conviction and fresh allegations spotlight issues in corporate accountability oregonlive.com/business/2024…

Oregon CEO’s sex abuse conviction and fresh allegations spotlight issues in corporate accountability

MeToo brought a national reckoning on workplace misconduct but some feel "harassment is still rampant."

oregonlive.com
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