Daily Brief Thematic (Sector/Industry): Smartkarma Webinar | Semiconductors: Where Are We at in the Cycle and Where Do We Go from Here? and more

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, William Keating. William will be sharing with us his insights on the semiconductor industry and where it is heading. From trends in the industry, its current opportunities, and the road that lies ahead, join us as we hear more from William.

The webinar will be hosted on Wednesday, 07 June 2023, 17:00 SGT/HKT.

William Keating is a highly experienced senior executive with over 25 years experience in the IT/Semiconductor Industry. The majority of Dr. Keating’s career was spent at Intel Corporation where he held senior leadership positions in Europe, the US and Asia from 1992 through 2014. Since leaving Intel in 2014, Dr Keating established his own Technology Research & Consulting Company (www.ingenuity.hk) where he focuses on the products, roadmaps & technologies of companies, as well as the key equipment suppliers to those companies. Dr. Keating specializes in niche topics of high significance within the semiconductor industry. These include the future of Moore’s Law and in particular the significance of Lithography in maintaining Moore’s Law (EUV, SDA, NanoImprint), the role & growth of the GPU in specialised applications such as Deep Learning (Neural Networks) for Voice, Image & Pattern recognition at companies such as Facebook, Google & Baidu. He also holds regular discussions on the future of memory, in particular the rise of 3D NAND and the emergence of new memory technologies such as 3D Xpoint.

• The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
• Macro data points: PMI data points for China, Taiwan, South Korea, Thailand, the Philippines, Malaysia, and Vietnam; Indian GDP growth.
• Companies mentioned:Mediatek Inc (2454 TT), NVIDIA Corp (NVDA US), JD.com Inc. (9618 HK)