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

Semiconductor Memory. Where Do We Go From Here?

Semiconductor WFE Strong 2019 Finish And Double Digit 2020 Outlook, Albeit With A Coronavirus Caveat

ASML 3Q2019 Results: Logic Drives Strong Revenues While EUV Supports Recovery in Margins

ASML. Logic Strength Offsets Memory Weakness To Drive YoY Growth; EUV For DRAM A Major Tailwind

ASML: Transition to EUV Lithography Should Boost Company’s Top-Line and Margins

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

<p><a href="https://www.smartkarma.com/entities/asml-holding-nv" target="_blank" data-smartkarma-citation="entities:21097:1" rel="noopener">ASML</a> delivered Q4 2019 revenues of €4 billion, slightly ahead of expectations. FY 2019 revenues amounted to €11.8 billion, up 8% sequentially during a year in which we expect the broader WFE sector will be down ~10%. The company predicted an accelerated, double digit growth rate for 2020 and while they held out hope for a recovery in capacity-related memory spending in H2 2020, their confidence in this happening was not sufficient for them to build it into their forecast. Here's what they had to say about the outlook for memory, among other things, in 2020. </p>

ASML delivered Q4 2019 revenues of €4 billion, slightly ahead of expectations. FY 2019 revenues amounted to €11.8 billion, up 8% sequentially during a year in which we expect the broader WFE sector will be down ~10%. The company predicted an accelerated, double digit growth rate for 2020 and while they held out hope for a recovery in capacity-related memory spending in H2 2020, their confidence in this happening was not sufficient for them to build it into their forecast. Here's what they had to say about the outlook for memory, among other things, in 2020. 

ASML. Second Half Memory Recovery Is More Hope Than Expectation

ASML Holding NV

ASML. Second Half Memory Recovery Is More Hope Than Expectation