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's Potential $720 Million Holiday Season Gift To AMD

Semiconductors. Is the Bubble About To Burst?

Micron. What The Market Is Missing, For Now.

AMD, Intel And The Spectre Of A Looming Opteron-Style Meltdown

AMD Sets Its Sights On Intel's Datacenter Market.

Intel's Data-Centric Innovation Summit- An Impressive Status Quo With One Small Problem

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>While the lion's share of investor focus has been on <a href="https://www.smartkarma.com/entities/19009" target="_blank" data-smartkarma-citation="entities:19009:1">Advanced Micro Devices</a>'s opportunity in the data center server segment, the consumer PC segment will play a critical role in the company's resurgence in no small part due to its roughly $30 billion TAM and AMD's historically meagre market share. More than twelve months on from the launch of AMD's desktop Ryzen parts, the initial results are positive with AMD's market share growing from 12% in Q4 2017 to 15.2`% in Q2 2018. Sales of Ryzen mobile CPU's however have remained stubbornly low, with little movement from AMD's historical market share of ~3%. Mobile was always going to be AMD's biggest challenge. While the company can achieve the bulk of its data center ambitions by collaborating with the top-ten hyperscalers and desktop is ably assisted by a robust enthusiast DIY market, the mobile segment is largely at mercy of the leading OEMs. After years of relentless marketing by competitor <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel</a>, the mainstream consumer mindset remains stubbornly biased towards Intel making it an even more difficult nut for AMD to crack. However, with plans to ramp up its marketing spend and an impressive line-up of mobile designs ready for the holiday season market, we believe AMD will make significant inroads in the mobile segment through EOY 2018. We forecast AMD to achieve 20% share in desktop and 7% share in mobile by EOY 2018. </p>

While the lion's share of investor focus has been on Advanced Micro Devices's opportunity in the data center server segment, the consumer PC segment will play a critical role in the company's resurgence in no small part due to its roughly $30 billion TAM and AMD's historically meagre market share. More than twelve months on from the launch of AMD's desktop Ryzen parts, the initial results are positive with AMD's market share growing from 12% in Q4 2017 to 15.2`% in Q2 2018. Sales of Ryzen mobile CPU's however have remained stubbornly low, with little movement from AMD's historical market share of ~3%. Mobile was always going to be AMD's biggest challenge. While the company can achieve the bulk of its data center ambitions by collaborating with the top-ten hyperscalers and desktop is ably assisted by a robust enthusiast DIY market, the mobile segment is largely at mercy of the leading OEMs. After years of relentless marketing by competitor Intel, the mainstream consumer mindset remains stubbornly biased towards Intel making it an even more difficult nut for AMD to crack. However, with plans to ramp up its marketing spend and an impressive line-up of mobile designs ready for the holiday season market, we believe AMD will make significant inroads in the mobile segment through EOY 2018. We forecast AMD to achieve 20% share in desktop and 7% share in mobile by EOY 2018. 

AMD- Why Ryzen Desktop Surges But Mobile Lags