Semiconductor & Technology Specialist, Ingenuity

William Keating

Dr. 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. He served as Intel's IT Director for APAC, China & Japan from 2005 through 2014 when he was based in Hong Kong and was responsible for the IT systems (Infrastructure, Networks, Data Centres, ERP, Sales & Marketing systems, Business Intelligence etc. ) for all of Intel's offices & factories through the region. From 1998 through 2005, he was the founder & director of an internal IT Consulting Organisation (IT Flex Services), a 500-person team which remains a core part of the Intel IT Organisation to this day. Dr. Keating's first 6 years at Intel were spent in charge of the Factory Automation Systems (Robotics, Databases, Networks, Servers, Clients etc.) supporting Intel's then state-of-the-art 200mm factory network. 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 such as Intel, AMD, Samsung, Apple, Micron- as well as the key equipment suppliers to those companies e.g. ASML, AMAT, Canon, Nikon etc. 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.

Semiconductor & Technology Specialist

Bellwether Applied Materials Record 2017 Earnings Bodes Well For Semiconductor WFE Returns in 2018

Learnings From The History Of Memory Part 5-  China's NAND Flash Mega-Billions Gamble

KLA-Tencor Q12018 Strong Results Fueled By China WFE Spending

Learnings From The History of Memory Part 4- The Insatiable Demand For NAND Flash

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

Thematic (Sector/Industry)

Colombia Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<p>On December 12'th 2017, SEMI, the global industry association representing the electronics manufacturing supply chain,  projected that worldwide sales of new semiconductor manufacturing equipment will reach a staggering US$55.9 billion in 2017, representing a 35.6% YoY increase, details <a href="http://www.semi.org/en/559-billion-semiconductor-equipment-forecast-new-record-korea-top" target="_blank">here</a>. This is the first time that the semiconductor equipment market has exceeded the previous market high of US$47.7 billion set way back in 2000. Looking ahead to 2018, SEMI expects a further 7.5 percent growth in equipment sales to US$60.1 billion. With strong forecasts from the leading equipment manufactures for the current quarter, their discount to their recent 52-week highs brought about the pre-Christmas "Tech Wreck" may represent an interesting opportunity for investors who missed the boat in 2017. </p>

On December 12'th 2017, SEMI, the global industry association representing the electronics manufacturing supply chain,  projected that worldwide sales of new semiconductor manufacturing equipment will reach a staggering US$55.9 billion in 2017, representing a 35.6% YoY increase, details here. This is the first time that the semiconductor equipment market has exceeded the previous market high of US$47.7 billion set way back in 2000. Looking ahead to 2018, SEMI expects a further 7.5 percent growth in equipment sales to US$60.1 billion. With strong forecasts from the leading equipment manufactures for the current quarter, their discount to their recent 52-week highs brought about the pre-Christmas "Tech Wreck" may represent an interesting opportunity for investors who missed the boat in 2017. 

2017 Semiconductor Equipment Spending On Track For a Record $55.9 Billion