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

Trump Administration Continues to Ratchet Up The Pressure

Tencent's Home-Run Investments in Korea & Will US Follow India's Move to Remove Tencent's Apps?

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)

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

<p>When it comes to autonomous driving in China, <a href="https://www.smartkarma.com/entities/179" target="_blank" data-smartkarma-citation="entities:179:1">Baidu</a> stands out as the obvious leader. Its role as such was cemented in November 2017 when the company was nominated by China's Ministry of Science And Technology as the country's "National Champion" for autonomous driving. Baidu's rise to prominence in this sector mirrors in many ways <a href="https://www.smartkarma.com/entities/11369" target="_blank" data-smartkarma-citation="entities:11369:1">Alphabet</a>'s path which began some seven years earlier. The similarities include hiring the top AI talent available at the time only to have them leave just as quickly to form their own startups, followed by lawsuits for theft of intellectual property. That's where the similarities end, however. Baidu's decision to "open-source" its self-driving technology with the launch of its Apollo Platform in April 2017 was both bold and unexpected, the merits of which have since been hailed as genius, desperation and everything in between.  </p><p>In this Insight, we examine the history of Baidu's autonomous driving program from its origins in the hiring of renowned AI specialist Andrew Ng to the present day status of its Apollo Platform with some one hundred participating members. One year on from Apollo's launch, we review its progress and analyze the rationale behind Baidu's attempt to become the Android of autonomous driving together with the risk of becoming its wild-west. </p>

When it comes to autonomous driving in China, Baidu stands out as the obvious leader. Its role as such was cemented in November 2017 when the company was nominated by China's Ministry of Science And Technology as the country's "National Champion" for autonomous driving. Baidu's rise to prominence in this sector mirrors in many ways Alphabet's path which began some seven years earlier. The similarities include hiring the top AI talent available at the time only to have them leave just as quickly to form their own startups, followed by lawsuits for theft of intellectual property. That's where the similarities end, however. Baidu's decision to "open-source" its self-driving technology with the launch of its Apollo Platform in April 2017 was both bold and unexpected, the merits of which have since been hailed as genius, desperation and everything in between.  In this Insight, we examine the history of Baidu's autonomous driving program from its origins in the hiring of renowned AI specialist Andrew Ng to the present day status of its Apollo Platform with some one hundred participating members. One year on from Apollo's launch, we review its progress and analyze the rationale behind Baidu's attempt to become the Android of autonomous driving together with the risk of becoming its wild-west. 

Autonomous Driving- Baidu, China's National Champion