Mike Rogoway
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rogoway.bsky.social
Mike Rogoway
@rogoway.bsky.social
Business writer, The Oregonian
I’ll send this to our dig ops folks. I’m not running into anything like that. Just a static furniture ad
November 29, 2025 at 7:02 PM
My guess is it's...
1) Apple's desire for a second source (other than TSMC) for its chips
2) Years of work by Intel to demonstrate it can be a credible foundry
3) Tim Cook playing to political moment (tariff uncertainty could certainly be a factor.)
November 28, 2025 at 6:25 PM
Very interesting!
November 25, 2025 at 7:48 PM
Here are Intel's layoffs by job title. It's mostly factory technicians:
Intel’s latest Oregon layoffs: Here are the cuts by job title and site
Factory workers were hit hardest Thursday.
www.oregonlive.com
November 14, 2025 at 12:52 AM
November 14, 2025 at 12:16 AM
Lip-Bu Tan is SambaNova's chairman.

So...if Intel does buy the startup, is Tan bailing out one of his own failed investments?

Or is he getting a deal for Intel on what other investors consider to be damaged goods?
October 30, 2025 at 9:13 PM