Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Equity Bottom-Up

<ul>
<li>Intel's CFO says the company is going to "kind of skip over productizing 20A"</li>
<li>This decision removes an important, looming milestone from Intel's roadmap, i.e. the ramp of Arrow Lake later this year</li>
<li>The decision to outsource all Arrow Lake tiles, apart from final packaging, strongly suggests that Intel 3 and Intel 18A are not capable of a cost-competitive volume ramp</li>
</ul>


Intel's CFO says the company is going to "kind of skip over productizing 20A"
This decision removes an important, looming milestone from Intel's roadmap, i.e. the ramp of Arrow Lake later this year
The decision to outsource all Arrow Lake tiles, apart from final packaging, strongly suggests that Intel 3 and Intel 18A are not capable of a cost-competitive volume ramp


Intel Cancels 20A. Now Why Would They Go & Do That?

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Zhen Ding Technology Holding / Equity Bottom-Up

<ul><li>Nvidia expands beyond chips to offer various AI services, becoming a one-stop AI factory for customers.</li><li>Cobalt recycling gains popularity as speculation grows over export restrictions, driving the trend in the industry.</li><li>India and Singapore sign MoU on semiconductors, while UK delegation pursues closer ties with Taiwan for collaboration.</li></ul>

Nvidia expands beyond chips to offer various AI services, becoming a one-stop AI factory for customers.Cobalt recycling gains popularity as speculation grows over export restrictions, driving the trend in the industry.India and Singapore sign MoU on semiconductors, while UK delegation pursues closer ties with Taiwan for collaboration.

Tech Supply Chain Tracker (06-Sep-2024): Nvidia transforms into AI factory 🤖

<ul><li>UK car market sees resurgence as electric vehicles gain popularity at LCV Show, driving up sales and interest in sustainable options.</li><li>SAIC Motor struggles with falling profits and tariffs on electric vehicles, putting financial strain on the company's operations.</li><li>IEDC fosters stronger economic ties between Taiwan and the region through a new office opening, promoting business opportunities and enhancing cooperation.</li></ul>

UK car market sees resurgence as electric vehicles gain popularity at LCV Show, driving up sales and interest in sustainable options.SAIC Motor struggles with falling profits and tariffs on electric vehicles, putting financial strain on the company's operations.IEDC fosters stronger economic ties between Taiwan and the region through a new office opening, promoting business opportunities and enhancing cooperation.

Tech Supply Chain Tracker (05-Sep-2024): UK car market rebounds, EV growth shines at LCV Show.

<ul>
<li>Intel faces two class action lawsuits, one of which has the potential to be many times worse than the "Pentium Flaw" fiasco in 1994</li>
<li>The resignation of Lip-Bu Tan from Intel's BoD is a significant blow particularly in view of his rumoured disagreements with the CEO and other BoD members</li>
<li>Intel's below book value market cap presents an attractive opportunity for any consortium with the vision to extract the value that Gelsinger's IDM 2.0 gambit has failed to unlock</li>
</ul>


Intel faces two class action lawsuits, one of which has the potential to be many times worse than the "Pentium Flaw" fiasco in 1994
The resignation of Lip-Bu Tan from Intel's BoD is a significant blow particularly in view of his rumoured disagreements with the CEO and other BoD members
Intel's below book value market cap presents an attractive opportunity for any consortium with the vision to extract the value that Gelsinger's IDM 2.0 gambit has failed to unlock


Intel. Could Things Get Any Worse? You Bet. Here's How.

Hon Hai Precision Industry / Equity Bottom-Up

<ul><li>Post-China supply chain reevaluation in ASEAN offers strategic shifts and growth opportunities for businesses.</li><li>Peak season does not improve 3Q24 memory spot pricing, with overall market trends remaining stable.</li><li>Generative AI market set to reach $1.5T by 2030, with Taiwan leading in hardware development; software &amp; services also show promising future growth.</li></ul>

Post-China supply chain reevaluation in ASEAN offers strategic shifts and growth opportunities for businesses.Peak season does not improve 3Q24 memory spot pricing, with overall market trends remaining stable.Generative AI market set to reach $1.5T by 2030, with Taiwan leading in hardware development; software &amp; services also show promising future growth.

Tech Supply Chain Tracker (03-Sep-2024): Supply chain shifts in ASEAN post China

Taiwan

Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.

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Taiwan Semiconductor (TSMC) (2330 TT)

Intel Cancels 20A. Now Why Would They Go & Do That?

The de-facto cancellation of Intel 20A removes a critical milestone from the company's roadmap, namely the ramp of Arrow Lake on that process node...

William Keating

Tech Supply Chain Tracker (06-Sep-2024): Nvidia transforms into AI factory 🤖

Nvidia expands into AI services, cobalt recycling in demand, India-Singapore semiconductor deal, UK-Taiwan collaboration at SEMICON, Zhen Ding...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (05-Sep-2024): UK car market rebounds, EV growth shines at LCV Show.

UK car market rebounds with focus on electric vehicles, SAIC Motor struggles with declining profits, Google and Meta prepare for misinformation...

Tech Supply Chain Tracker

Intel. Could Things Get Any Worse? You Bet. Here's How.

Class action lawsuits, key BoD resignation, recriminations, an open door for hostile takeovers and revisionist commentary from the CEO. Yes, things...

William Keating

Tech Supply Chain Tracker (03-Sep-2024): Supply chain shifts in ASEAN post China

Colley Hwang discusses ASEAN expansion post-China, Peak season does not boost 3Q24 memory spot pricing, while Generative AI market expected to...

Tech Supply Chain Tracker

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