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>~$900 million supercomputer deal is off the charts compared to all previous deals</li>
<li>Without the deal, Cerebras would likely soon have run out of cash. With the deal, Cerebras is effectively working as a supercomputer contractor for G42 for the next several years</li>
<li>Three supercomputers to be built in the US, we suspect the remaining six to be built in the UAE. That's likely to raise some eyebrows. </li>
</ul>


~$900 million supercomputer deal is off the charts compared to all previous deals
Without the deal, Cerebras would likely soon have run out of cash. With the deal, Cerebras is effectively working as a supercomputer contractor for G42 for the next several years
Three supercomputers to be built in the US, we suspect the remaining six to be built in the UAE. That's likely to raise some eyebrows. 


Cerebras. G42 Deal Is A Life Saver. Or Is It?

United States

Cerebras Systems Inc. manufactures computer hardware products. The Company develops computing chips with the sole purpose of accelerating AI. Cerebras System serves customers in the United States and Canada.

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