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

AMD. A Cautionary Note As Share Price Bounces Around Record Highs.

Intel. Winning Streak Will Grind To A Halt In H2 2020

AMD. Our Opteron Thesis Is Intact & Reinforced After Q4 2018 Earnings

AMD. Market Share Gains Across The Board As Intel Vows To Fight To Protect Its Position

AMD. Just Remember, Rome Wasn't Built In A Day

AMD Reiterates Market Share Progress In Bullish Update at Credit Suisse TMT Conference

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

Advanced Micro Devices / Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/19009" target="_blank" data-smartkarma-citation="entities:19009:1">Advanced Micro Devices</a> delivered their first ever keynote at Computex 2019 in Taipei yesterday, a fitting tribute for the company's 50'th anniversary. The event was a tour de force by CEO Dr Lisa Su and she took the opportunity to announce significant updates to AMD's data center, graphics and desktop roadmaps.With regard to the data center, AMD showcased their second generation Rome processor outperforming an equivalent Intel Cascade Lake Xeon processor, in a dual socket configuration, by a factor of two. On the graphics front, AMD announced RDNA, a new gaming architecture with a new compute unit design and the basis for their recently announced NAVI generation of GPUs. For the  desktop, AMD announced their third generation Ryzen processors with significant performance improvements over the previous generation and an industry first with support for PCIe 4.0.  AMD's keynote announcements struck a chord with analysts who were largely unanimous in their praise for what they heard. AMD's share price soared in response, closing up 9.8% for the day. On the back of the ever-growing competitive threat from AMD, <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel</a> was down 2.24% and <a href="https://www.smartkarma.com/entities/5891" target="_blank" data-smartkarma-citation="entities:5891:1">Nvidia</a> was down 1.25%.

Advanced Micro Devices delivered their first ever keynote at Computex 2019 in Taipei yesterday, a fitting tribute for the company's 50'th anniversary. The event was a tour de force by CEO Dr Lisa Su and she took the opportunity to announce significant updates to AMD's data center, graphics and desktop roadmaps.With regard to the data center, AMD showcased their second generation Rome processor outperforming an equivalent Intel Cascade Lake Xeon processor, in a dual socket configuration, by a factor of two. On the graphics front, AMD announced RDNA, a new gaming architecture with a new compute unit design and the basis for their recently announced NAVI generation of GPUs. For the  desktop, AMD announced their third generation Ryzen processors with significant performance improvements over the previous generation and an industry first with support for PCIe 4.0.  AMD's keynote announcements struck a chord with analysts who were largely unanimous in their praise for what they heard. AMD's share price soared in response, closing up 9.8% for the day. On the back of the ever-growing competitive threat from AMD, Intel was down 2.24% and Nvidia was down 1.25%.

AMD. Soaring On Debut Computex Keynote & Impressive Roadmap Announcements.