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. Record Q319 But Read Between The Lines For 2020 & Beyond.

Intel Poaches AMD's GPU Guru. Watch Out NVIDIA!

NVIDIA. Robust Rebound Tempered By A Seasonally Uncharacteristic, Tepid Outlook

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)

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

CES 2020 played out very differently for <a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel,</a><a href="https://www.smartkarma.com/entities/advanced-micro-devices" target="_blank" data-smartkarma-citation="entities:19009:1" rel="noopener">AMD</a> and <a href="https://www.smartkarma.com/entities/nvidia-corp" target="_blank" data-smartkarma-citation="entities:5891:1" rel="noopener">Nvidia.</a> With little in the way of new product launches to announce, Intel emphasised its prowess in the fields of Artificial Intelligence and Autonomous Driving. They did have one significant piece of news however, namely that first silicon on their long-promised discrete graphics product is ready, bad news indeed for NVIDIA. AMD's pitch on the other hand was all about new products and roadmaps. The launch of their second generation Zen 7nm mobile processors opens up yet another battleground with an increasingly beleaguered Intel while their latest GPU offering had NVIDIA scrambling to cut the price of their competing part within days. Remarkably, NVIDIA chose to largely ignore the event, relying instead on partner booths to showcase their products. Here's a look in more detail at what each company had to say and perhaps more importantly, what they absolutely did not want to talk about at all.

CES 2020 played out very differently for Intel,AMD and Nvidia. With little in the way of new product launches to announce, Intel emphasised its prowess in the fields of Artificial Intelligence and Autonomous Driving. They did have one significant piece of news however, namely that first silicon on their long-promised discrete graphics product is ready, bad news indeed for NVIDIA. AMD's pitch on the other hand was all about new products and roadmaps. The launch of their second generation Zen 7nm mobile processors opens up yet another battleground with an increasingly beleaguered Intel while their latest GPU offering had NVIDIA scrambling to cut the price of their competing part within days. Remarkably, NVIDIA chose to largely ignore the event, relying instead on partner booths to showcase their products. Here's a look in more detail at what each company had to say and perhaps more importantly, what they absolutely did not want to talk about at all. 

CES 2020. Compare & Contrast What Intel, AMD & NVIDIA Had To Say