Mike Rogoway

@rogoway.bsky.social

Business writer, The Oregonian

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.

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.

oregonlive.com

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.

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.

oregonlive.com

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."

Mike Rogoway@rogoway.bsky.social · last wk.

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.

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.

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.

oregonlive.com

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.

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.

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.

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.

oregonlive.com

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.

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.

oregonlive.com

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.

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.

oregonlive.com

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.

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.

Mike Rogoway@rogoway.bsky.social · 2w ago

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.

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.

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

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.

oregonlive.com