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

Autonomous Driving- China Is Surging Ahead

Autonomous Driving- Intel's Mega-Billions Gamble

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)

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

<a href="https://www.smartkarma.com/entities/20870" target="_blank" data-smartkarma-citation="entities:20870:1">Aptiv</a>, the auto components supplier spun out of Delphi Automotive in late 2017, is a company that has been painstakingly custom-crafted to leverage the ever-increasing interest and investment in autonomous driving. From its prescient partnership with MobilEye dating back to 2002 to the impressive string of investments, partnerships and acquisitions it completed since 2014, Delphi has methodically assembled an impressive technology portfolio encompassing a broad range of key capabilities at the heart of autonomous driving. The decision in 2017 to split into two separate companies, one focusing on legacy powertrain (Delphi Technologies), the other (Aptiv) on autonomous mobility, was the finishing touch to this multi-year journey of carefully choreographed steps to sculpting an auto-components leader with its sights set firmly on the future of mobility. While Aptiv is not unique among components suppliers in recognizing the significance of autonomous driving, they do bring a number of key advantages to the table. Firstly, sitting just outside the top ten players in terms of annual revenues, they are smaller, more agile and more focused. Secondly, their long-term partnership with MobilEye has aligned them with the leading supplier of ADAS globally- and has served to open the door into a crucial alliance with BMW and Intel, an alliance that continues to grow in breadth and scope. Finally, their strategic acquisitions have given them a broader portfolio of technologies, one that they have been quick to transform into a comprehensive suite of autonomous driving solutions. For these reasons, as investment in autonomous driving continues to grow, Aptiv is better positioned than most to benefit. With a  customer base which includes all 25 of the largest automotive OEM's globally, we view Aptiv as a near-perfect proxy for a nascent industry with enormous growth potential.

Aptiv, the auto components supplier spun out of Delphi Automotive in late 2017, is a company that has been painstakingly custom-crafted to leverage the ever-increasing interest and investment in autonomous driving. From its prescient partnership with MobilEye dating back to 2002 to the impressive string of investments, partnerships and acquisitions it completed since 2014, Delphi has methodically assembled an impressive technology portfolio encompassing a broad range of key capabilities at the heart of autonomous driving. The decision in 2017 to split into two separate companies, one focusing on legacy powertrain (Delphi Technologies), the other (Aptiv) on autonomous mobility, was the finishing touch to this multi-year journey of carefully choreographed steps to sculpting an auto-components leader with its sights set firmly on the future of mobility. While Aptiv is not unique among components suppliers in recognizing the significance of autonomous driving, they do bring a number of key advantages to the table. Firstly, sitting just outside the top ten players in terms of annual revenues, they are smaller, more agile and more focused. Secondly, their long-term partnership with MobilEye has aligned them with the leading supplier of ADAS globally- and has served to open the door into a crucial alliance with BMW and Intel, an alliance that continues to grow in breadth and scope. Finally, their strategic acquisitions have given them a broader portfolio of technologies, one that they have been quick to transform into a comprehensive suite of autonomous driving solutions. For these reasons, as investment in autonomous driving continues to grow, Aptiv is better positioned than most to benefit. With a  customer base which includes all 25 of the largest automotive OEM's globally, we view Aptiv as a near-perfect proxy for a nascent industry with enormous growth potential. 

Autonomous Driving- Aptiv, A Near-Perfect Proxy