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

Intel Poaches AMD's GPU Guru. Watch Out NVIDIA!

AMD Gains Shares from Intel but Cost Down Not Enough to Turn into Profits

Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In

Bitcoin Trading Frozen in China - Negative to Cryptocurrency Mining Related Vendors

Apple New IPhones and Watch 3: All New Features Are in the Price?

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)

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

<a href="https://www.smartkarma.com/entities/19009" target="_blank" data-smartkarma-citation="entities:19009:1">Advanced Micro Devices</a> reported Q3 2017 earnings after hours yesterday, details from their website <a href="http://quarterlyearnings.amd.com/phoenix.zhtml?c=74093&amp;p=irol-newsArticle&amp;ID=2310889" target="_blank">here</a>. It was basically a good report, revenue was $1.64 billion, up 26% year-over-year and 34 % sequentially. In fact, back on the Q2 earnings call, the forecast for Q3 was 15% year-over-year growth or 23% sequential- with the usual +/- 3%, so the Q3 actuals were materially better than forecast. CFO Devinder Kumar also upped the full year 2017 forecast:We now expect 2017 annual revenue to increase…

Advanced Micro Devices reported Q3 2017 earnings after hours yesterday, details from their website here. It was basically a good report, revenue was $1.64 billion, up 26% year-over-year and 34 % sequentially. In fact, back on the Q2 earnings call, the forecast for Q3 was 15% year-over-year growth or 23% sequential- with the usual +/- 3%, so the Q3 actuals were materially better than forecast. CFO Devinder Kumar also upped the full year 2017 forecast:We now expect 2017 annual revenue to increase…

AMD's Latest Earnings. Deja Vu All Over Again