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Mike Rogoway

@rogoway.bsky.social
1.8K followers 494 following 459 posts

Business writer, The Oregonian

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Mike Rogoway @rogoway.bsky.social · 25/09/2026
Update: The state says Stratacache has returned all but $2.1 million of its subsidy. The status of that money wasn't immediately clear.
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Mike Rogoway @rogoway.bsky.social · 25/09/2026
The former Hynix fab in Eugene, mostly empty since 2008, is back on the market after the latest plan to reopen it fell through. Oregon gave an Ohio company a $19m subsidy to help finance the reopening. State records show that money created 4 jobs. (Oregon may be able to claw back the money.)
oregonlive.com
Shuttered Eugene chip factory hits market again after latest plans stall
The state awarded an Ohio company $19 million to reopen the factory but records show the money created just four jobs.
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Mike Rogoway @rogoway.bsky.social · 23/09/2026
“To make an audacious dream a reality requires more than a vivid imagination. It also requires the sort of opportunity that our great American universities, both public and private, have historically provided. This is no time to abandon them.” -- Phil Knight
oregonlive.com
Phil and Penny Knight give $1 billion to launch University of Oregon engineering school
Nike's co-founder rejected national cynicism about the value of university research and said his contribution reflects his dedication to higher education.
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Mike Rogoway @rogoway.bsky.social · 17/09/2026
Portland is moving more slowly than other Oregon cities on the data center issue but city council members made it clear Wednesday they'd like to pursue a moratorium. They didn't say how they want to go about it.
oregonlive.com
Portland council votes to discourage data center NDAs, pursue moratorium
"It’s about transparency and it’s also about building and keeping public trust."
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Mike Rogoway @rogoway.bsky.social · 16/09/2026
Reuters is the latest to report that Hynix is talking with Intel about using some of Intel's Ohio property to make memory chips. (Reuters says it'd be the first time Hynix has made chips in the US. That part isn't true, of course. Hynix used to make chips in Eugene.)
reuters.com
EXCLUSIVE: SK Hynix in talks with Intel about deal to make memory chips in US for the first time, sources say
SK Hynix is in talks with Intel about a deal that would see ​the South Korean company manufacture memory chips on U.S. soil for the first time, three people familiar with the discussions said.
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Mike Rogoway @rogoway.bsky.social · 14/09/2026
Interesting piece of political advice for Oregon's gubernatorial candidates on data center policy, from Hillsboro's city council president. "The incumbents who just play defense on this are going to lose the frame every time."
orobharris.substack.com
The Data Center Pivot and Oregon’s Race For Governor
1. We’re all guilty, 2. I’m sorry, 3. Here’s my plan
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Mike Rogoway @rogoway.bsky.social · 13/09/2026
The governor’s task force has spent 9 months studying Oregon’s data center industry. Public opinion and political dynamics have changed rapidly during that time. Tech companies have been moving just as fast. Will the task force’s report be relevant when it finally comes out?
oregonlive.com
Oregon data center task force backs reform but sidesteps moratoriums, tax breaks
“At the end of the day this is a policy project, not a political exercise.”
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Mike Rogoway @rogoway.bsky.social · 09/09/2026
Eugene's city attorney asserts the former Hynix fab isn't zoned to be a data center and can't be redeveloped for that use. (One could imagine a developer might challenge the city's interpretation of its zoning law. There have been various plans to put a data center there over many years.)
lookouteugene-springfield.com
Data center not permitted under zoning of former Hynix factory, city says
The city of Eugene cited several reasons in rejecting an argument that modern data centers qualify under so-called E-1 zoning.
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Mike Rogoway @rogoway.bsky.social · 09/09/2026
Oregon's leading politicians have been cautious (or silent) for many years about the data centers proliferating across the state. This afternoon, both the Republican and Democratic candidates for governor converged on the issue within hours of each other -- both calling for a statewide moratorium.
oregonlive.com
Kotek, Drazan each call for Oregon data center moratorium
Oregon's gubernatorial candidates converged on the issue within hours of each other after years of taking more cautious stances.
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Mike Rogoway @rogoway.bsky.social · 09/09/2026
Drazan now says she supports a moratorium, too, and says Kotek shouldn't want for the Legislature to act. "I think that Tina issue a moratorium immediately."
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Mike Rogoway @rogoway.bsky.social · 08/09/2026
Kotek: “I support a moratorium until we make sure that any data center development is done on our terms.”
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Mike Rogoway @rogoway.bsky.social · 08/09/2026
Gov. Kotek joins anti-data center rally at the Capitol. Rally organizers want a three-year moratorium on Oregon data centers. The governor will speak later. Previously, she has said she supports local moratoriums but has said Oregon has no mechanism for a statewide moratorium.
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Mike Rogoway @rogoway.bsky.social · 06/09/2026
Via @billoram.bsky.social www.oregonlive.com/ducks/2026/0...
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Mike Rogoway @rogoway.bsky.social · 03/09/2026
Oregon cities and counties are beginning to consider data center moratoriums. Washington County isn't one of them. @dediosreports.bsky.social explains why not:
oregonlive.com
Oregon governments are rushing for data center moratoriums; Washington County won’t join them
County officials said the type of land required for large data centers is scarce, meaning a moratorium might not be necessary.
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Mike Rogoway @rogoway.bsky.social · 01/09/2026
For nearly 50 years, Intel conferred the title of "fellow" or "senior fellow" on its most accomplished scientists. Employees treated the “fellow” designation as a sign of great technical achievement and a signal of researchers’ importance to the company. Now, they'll be "distinguished engineers."
oregonlive.com
Intel drops ‘fellow’ designation for its top scientists
For nearly 50 years, the title "Intel fellow" has been reserved for the company's most accomplished scientists.
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Mike Rogoway @rogoway.bsky.social · 07/08/2026
On data centers, Kotek and Drazan are staking out nuanced positions that are somewhat similar to one another. This week's poll suggests Oregon voters want stronger action.
oregonlive.com
Kotek backs local data center moratoriums, says Oregon lacks authority for statewide ban
A new poll indicates Oregon voters want stronger action.
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Mike Rogoway @rogoway.bsky.social · 05/08/2026
By a 3-to-1 margin, Oregonians say no more data center tax breaks. Two-thirds of voters want a temporary moratorium on new data center construction. via DHM Research
oregonlive.com
Oregonians want data center moratorium and no more tax breaks, poll finds
Data centers receive $450 million in Oregon tax breaks. Voters of all political stripes want that to stop.
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Mike Rogoway @rogoway.bsky.social · 04/08/2026
Former Intel President Renée James and Michelle Johnston Holthaus, former head of Intel's PC business, have launched an Oregon startup that aims to bring leading-edge technology to sports recruiting. How'd they move from semiconductors to baseball and softball? Here's that story:
oregonlive.com
Top Intel execs pivot to sports tech with a recruiting platform for young athletes
Rule 42 aims to connect high school athletes with college coaches.
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Mike Rogoway @rogoway.bsky.social · 02/08/2026
“It is easy to form a certain opinion of a city when you view it only through a spreadsheet. And that it’s easy to dismiss its people when they don’t leap at the chance to give you millions.” — @billoram.bsky.social
oregonlive.com
Tom Dundon needs to see Portland at its best. He should start at a Timbers game | Bill Oram
If the new Trail Blazers owner had any interest in understanding the city with which he is at odds, there would have been no better place than Saturday's Timbers game.
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Mike Rogoway @rogoway.bsky.social · 31/07/2026
Lam Research is one of Oregon's largest manufacturers. Its big Tualatin expansion, in the works for years, appears to be moving forward now. Lam says it'll spend $1.5B on the project through 2041, and add 445 researchers and engineers. Its tax deal doesn't actually require any new jobs, though.
oregonlive.com
Tech manufacturer wins Oregon tax breaks for $1.5 billion expansion
The project would add 445 high-wage jobs, a shot in the arm for Oregon's beleaguered industry.
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Mike Rogoway @rogoway.bsky.social · 30/07/2026
Update: Verrus says it still intends to build its Salem data center.
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Mike Rogoway @rogoway.bsky.social · 30/07/2026
After howls of outrage from Salem residents, Kotek canceled the sale of 32 acres of stand land for a planned $5 billion data center. It wasn't immediately clear whether the governor's action will kill the project. Her office didn't specify what authority Kotek has to block the land sale.
oregonlive.com
Oregon governor blocks sale of state land for Salem data center
The Salem project provoked howls of outrage from residents, furious the project had been kept secret for more than a year.
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Mike Rogoway @rogoway.bsky.social · 30/07/2026
The Salem City Council has scheduled a special meeting for Monday night. Just one item on the agenda: "Consideration of the initiation of a moratorium on AI data centers and the initiation of amendments to the City zoning code to regulate AI data centers."
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Mike Rogoway @rogoway.bsky.social · 30/07/2026
Is your Arcimoto e-trike broken down and gathering dust in the garage? A Texas company says it'll fix it for you at a new garage in Eugene, the first in a chain of repair shops that will service electric vehicles from defunct manufacturers.
oregonlive.com
Oregon electric vehicle startup Arcimoto sells assets to Texas company
The new owner says it will service Arcimoto's vehicles in Eugene.
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Mike Rogoway @rogoway.bsky.social · 30/07/2026
"Dundon is not merely using the threat of relocation to exert his will on the city of Portland, he now effectively wants the city to pay him to flee town." -- @billoram.bsky.social
oregonlive.com
Tom Dundon and Portland’s ‘first-class’ headache | Bill Oram
The Trail Blazers are focused on lease language that would only apply if the team relocated, raising questions about how serious they are about staying.
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Mike Rogoway @rogoway.bsky.social · 29/07/2026
Portland has been making Freightliner trucks since the company's founding in 1942. No longer. Daimler Truck North America told employees today it's shutting down its Freightliner and Western Star production lines on Swan Island and moving that work to the Carolinas.
oregonlive.com
Daimler Truck will shut Portland factory, lay off 375
The decision to shutter the factories ends 84 years of truck manufacturing in Portland, dating to Freightliner's founding in 1942.
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Mike Rogoway @rogoway.bsky.social · 29/07/2026
Intel has filed layoff notices in California disclosing plans to eliminate 103 jobs at four sites. No similar notice in Oregon yet. We reported earlier this month that Intel was making significant cuts to its data center group.
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Mike Rogoway @rogoway.bsky.social · 28/07/2026
Intel finished down 5.9% today at $86.30, its first close under $90 since April. Shares are down 39% from their peak a month ago. And yet...Intel is still 4x higher than where it was at this time in 2025.
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Mike Rogoway @rogoway.bsky.social · 28/07/2026
Salem is the latest Oregon city facing outrage from residents over data center development. At a 6-hour city council meeting last night, residents railed against an NDA that kept this project secret for more than a year. Now, Salem officials say the city may be helpless to stop the data center.
oregonlive.com
Salem residents rage against proposed data center and city NDA that kept plans secret
Salem is the latest Oregon city to find itself facing a firestorm of backlash from residents over data center development.
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Mike Rogoway @rogoway.bsky.social · 28/07/2026
After the tech industry maneuvered to circumvent a moratorium on new data center tax incentives, Hillsboro’s city council responded by secretly plotting a ban on new data center permitting. The new moratorium lasts 120 days while the city considers permanent reforms.
oregonlive.com
Hillsboro bans new data centers in surprise city council meeting
The city council said it kept its plans quiet to prevent the tech industry from circumventing the moratorium.
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Mike Rogoway @rogoway.bsky.social · 27/07/2026
via @alexbaumhardt.bsky.social
oregonlive.com
In Oregon, big grocery, retail companies have highest number of employees on Medicaid
Walmart and Amazon were among the most listed employers on Oregonians’ applications for publicly-funded health insurance last year,
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Mike Rogoway @rogoway.bsky.social · 27/07/2026
Public officials in eastern Oregon negotiated tax breaks and land sales to attract huge Amazon data centers. Then these officials ended up owning Amazon's local fiber vendor, which reaped $100M+ in business from the tech giant. How'd that happen? This video from @teresamahoney.bsky.social explains
youtu.be
Oregon's big data center scandal is happening in one of the state's smallest communities
YouTube video by The Oregonian
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Mike Rogoway @rogoway.bsky.social · 25/07/2026
The state has made new allegations against officials in eastern Oregon, who purchased one of Amazon’s key local vendors. The DOJ alleges the officials lied to hide the value of their business with Amazon and schemed with longtime associates who “rubber-stamped” an unlawful transaction.
oregonlive.com
Oregon DOJ levies fresh allegations over local officials’ data center ‘scheme’
The state alleges public officials lied to watchdogs and accountants, and that they schemed with associates who “rubber-stamped” their deal.
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Mike Rogoway @rogoway.bsky.social · 24/07/2026
Intel ended today down 7.9% despite the great quarter the company reported yesterday afternoon. Investors don't like all the spending Intel anticipates, even though it's spending that money to keep up with demand.
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Mike Rogoway @rogoway.bsky.social · 24/07/2026
Intel also said for the first time that it's "committed" to the new 14A manufacturing process now under development in Hillsboro. As recently as last spring, Intel had suggested it might scrap 14A and abandon advanced manufacturing altogether.
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Mike Rogoway @rogoway.bsky.social · 23/07/2026
During this afternoon's analyst call (underway) Intel says it'll boost capital spending this year and it expects to increase spending "significantly" again next year as it races to catch up with demand. Wall Street isn't happy with those remarks but more spending is probably good for Oregon.
oregonlive.com
Intel sales climb 25%; shares jump
The chipmaker said it's the company's strongest growth in more than 15 years.
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Mike Rogoway @rogoway.bsky.social · 23/07/2026
Agility's announcement of the new California site carried a Fremont dateline, leaving it unclear whether its HQ was still in Oregon. Agility tells me today that it's keeping its HQ in Salem. The company says it has 158 Oregon employees and 33 contractors.
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Mike Rogoway @rogoway.bsky.social · 22/07/2026
Big news from @matthewkish.bsky.social
oregonlive.com
Jury awards plaintiff at least $7.5 million in punitive damages in sex discrimination lawsuit against Nike
An eight-person jury on Tuesday ruled in Heather Hender’s favor after an acrimonious six-day trial.
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Mike Rogoway @rogoway.bsky.social · 22/07/2026
I've loved listening to Calabro since he was in Seattle in the early '90s. Hate to see him go.
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Mike Rogoway @rogoway.bsky.social · 22/07/2026
South Korean press says SK Hynix might buy Intel's uncompleted fabs in Ohio, make memory chips there instead.
koreajoongangdaily.com
Exclusive: SK hynix in talks to buy Intel’s Ohio chip campus for U.S. memory production
The deal would let the Korean chip giant meet Washington's demands for U.S.-based production while giving cash-strapped Intel a lifeline for its struggling foundry business.
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Mike Rogoway @rogoway.bsky.social · 21/07/2026
SEC filings indicate Vacasa founder Eric Breon has raised $13.5m for his next venture, Fairly. The filing indicates his board includes Portland venture capitalist Matt Compton. Some background on Fairly from 2024:
oregonlive.com
Vacasa founder Eric Breon tries again with startup, Fairly, focused on vacation rental management
A startup called Fairly hopes to thrive where Eric Breon's last company, Vacasa, flopped.
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Mike Rogoway @rogoway.bsky.social · 20/07/2026
A data center was one option considered for the old Hynix site before Stratacache bought it. Now, data centers appear back on the table.
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Mike Rogoway @rogoway.bsky.social · 20/07/2026
Agility Robotics' new California engineering hub will be almost as big as its Oregon "RoboFab" -- and it may employ more people. Agility has said for months that its future in Oregon depends on the state expanding its own tech ecosystem.
oregonlive.com
Oregon robotics company chooses California for its big expansion
Agility Robotics has said its future in Oregon depends on the state expanding tech ecosystem.
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Mike Rogoway @rogoway.bsky.social · 20/07/2026
More layoffs coming at Intel, perhaps as soon as this week.
oregonlive.com
Intel plans fresh layoffs, this time in its data center group
Intel's global workforce has shrunk from more than 130,000 workers in 2022 to around 81,000 today.
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Mike Rogoway @rogoway.bsky.social · 16/07/2026
Intel closed down 5.8% today at $96.98, its first close under $100 since June 5. Down 32% from its peak of $142.35 on June 30. (Still up 325% from a year ago.) Intel reports Q2 financial results a week from today.
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Mike Rogoway @rogoway.bsky.social · 10/07/2026
Insightful, informed look at the dilemma Portland faces with the Blazers playing "hardball" over arena reservations. Amid all the shouting, there might yet be a path to a deal that both sides can live with. But it's gonna be an ugly few months. by @matthewkish.bsky.social
oregonlive.com
As the Trail Blazers dig in on Moda Center costs, Portland looks for leverage
If negotiations collapse, the city could be left with an aging arena that needs $400 million in work and doesn’t have a marquee tenant.
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Mike Rogoway @rogoway.bsky.social · 03/07/2026
“We need to have a stronger statewide approach on data center growth,” Kotek said at a press conference outside an electrical substation in Salem. “Oregon needs to stop being a cheap date and making it too easy for them.”
oregonlive.com
Oregon Gov. Tina Kotek: State ‘needs to stop being a cheap date’ for data centers
“We need to have a stronger statewide approach on data center growth,” the governor said. “Oregon needs to stop being a cheap date and making it too easy for them.”
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Mike Rogoway @rogoway.bsky.social · 02/07/2026
The Mt. Hood Cable Regulatory Commission, the cable TV regulator for Portland and other cities in MultCo, dissolved at the end of June. With fewer cable TV subscribers, the commission says revenue had fallen so far that the regulatory structure was "unsustainable."
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Mike Rogoway @rogoway.bsky.social · 25/06/2026
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Reposted by Mike Rogoway
Elliot Njus @elliotnj.us · 23/06/2026
Boy, am I going to miss Zane. He was an ante-upper and an envelope-pusher in all the best ways. He took everything exactly the right amount of seriously. His wit and wordplay was hard to keep pace with, but it was fun to try. He was a stellar journalist and an even better colleague.
oregonlive.com
Zane Sparling, reporter for The Oregonian/OregonLive, dies of cancer at 33
“He wanted his identity to be a reporter, and that’s what it was,” his father said.
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