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

Doubling Days. A Framework For Modeling, Comparing & Forecasting The Global Spread Of COVID-19

European Covid 19 Update - Data Quality, Positive Signs and Market Implications

The Data Problem at the Heart of Covid 19 but Adjusted Data Gives Some Hope

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)

Global fatalities last week doubled for the third week in a row, adding a further ~35,000 fatalities for a cumulative total of ~70,000 as of April 6. Italy and Spain both made meaningful progress last week with both countries recording a roughly 50% increase in their weekly doubling death rates (DDRs). However, both countries clearly lag China's progress in the comparable weeks of their respective outbreaks with the inevitable consequence of a much slower rate in the decline of daily fatalities.  Most other mainland European countries, with the exception of France,  are showing signs that their outbreaks are under control, relatively speaking, and that they are unlikely to experience the horrors of Italy and Spain. Nonetheless, this current week is a crucial one for most European countries and even Germany, well regarded for their handling of the outbreak thus far, will come under significant pressure. The UK and the US are of particular concern this week as both enter their "Peak Weeks" according to our framework. With relatively large numbers of fatalities already, both with DDRs last week of ~3.6 (the same as Italy during the comparable week of its outbreak) and large (and growing) numbers of infected cases accumulated over the past two weeks, we are braced for much bad news from both countries over the next two weeks. Separately, the number of countries that qualified to meet the starting criteria for our "Doubling Days" framework doubled last week from twelve to twenty four. The most troubling additions to that list are India and Brazil. Here are the details.

Global fatalities last week doubled for the third week in a row, adding a further ~35,000 fatalities for a cumulative total of ~70,000 as of April 6. Italy and Spain both made meaningful progress last week with both countries recording a roughly 50% increase in their weekly doubling death rates (DDRs). However, both countries clearly lag China's progress in the comparable weeks of their respective outbreaks with the inevitable consequence of a much slower rate in the decline of daily fatalities.  Most other mainland European countries, with the exception of France,  are showing signs that their outbreaks are under control, relatively speaking, and that they are unlikely to experience the horrors of Italy and Spain. Nonetheless, this current week is a crucial one for most European countries and even Germany, well regarded for their handling of the outbreak thus far, will come under significant pressure. The UK and the US are of particular concern this week as both enter their "Peak Weeks" according to our framework. With relatively large numbers of fatalities already, both with DDRs last week of ~3.6 (the same as Italy during the comparable week of its outbreak) and large (and growing) numbers of infected cases accumulated over the past two weeks, we are braced for much bad news from both countries over the next two weeks. Separately, the number of countries that qualified to meet the starting criteria for our "Doubling Days" framework doubled last week from twelve to twenty four. The most troubling additions to that list are India and Brazil. Here are the details. 

COVID-19. Doubling Days Sees US, UK Take The Hot Seat As Pressure Eases Slightly In Mainland Europe