Mike Rogoway

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

@CustomHester @oregonlive @OPB And last summer: oregonlive.com/business/2024/…

@CustomHester @oregonlive @OPB From last weekend: oregonlive.com/business/2024/…

Both @oregonlive and @opb are leading their websites with stories on how #Trump's immigration policy could affect Oregon. Now, do tariffs & trade. Not to diminish the human impact of immigration policy, but #tariffs would have more economic effect in trade-dependent Oregon.

Strike two

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.”

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-forest…

Poor initial reception for 18A, struggles with AI, bad blood with TSMC and Google. Q3 results coming on Halloween.

A lot has happened in two years.

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-forest…

…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/tec…

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/…

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-forest…

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-forest…

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-forest…

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-forest…

Read all our coverage of Oregon's data center industry here: oregonlive.com/datacenters/

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-forest…

Saw some robots

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