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

Rohm (6963 JP): Strategic Success in the Japanese Semiconductor Industry

Silicon Wafers for Semiconductors - Ugly Duckling Turns Golden Goose

Fujimi (5384 JP): Geared to Silicon Wafer Demand

DRAM Spot Not as Good as You Thought; Rising Risks for Micron

Intel Sees Solid 2H17; Implications to Cloud/ Memory Demand and Competitions

N.A. Semiconductor Equipment BB Ratio to Four Year Low - Sign of a Downturn?

Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC

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)

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

<p>The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June 2017, the World Semiconductor Trade Statistics (WSTS) organization <a href="https://www.wsts.org/PRESS/Recent-News-Release" target="_blank">updated</a> their 2017 semiconductor sales forecast (based on Q1 2017 actual sales),  to 11.5%.  On August 4th 2017, the Semiconductor Industry Association (SIA), again based on WSTS numbers, announced that 2017 mid-year global semiconductor sales were up 21% compared to 2016, details <a href="https://www.semiconductors.org/news/2017/08/04/global_sales_report_2017/mid_year_global_semiconductor_sales_up_21_percent_compared_to_2016/" target="_blank">here</a>. To put these numbers in context, semiconductor sales have grown at a CAGR of 7.8% between 1987 and 2017. What lies beneath the current extraordinary growth numbers- how long are they likely to persist and which companies are benefiting the most?</p>

The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June 2017, the World Semiconductor Trade Statistics (WSTS) organization updated their 2017 semiconductor sales forecast (based on Q1 2017 actual sales),  to 11.5%.  On August 4th 2017, the Semiconductor Industry Association (SIA), again based on WSTS numbers, announced that 2017 mid-year global semiconductor sales were up 21% compared to 2016, details here. To put these numbers in context, semiconductor sales have grown at a CAGR of 7.8% between 1987 and 2017. What lies beneath the current extraordinary growth numbers- how long are they likely to persist and which companies are benefiting the most?

A Brief Analysis Of The Current Semiconductor Growth Cycle