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

Silicon Wafers. The Impact Of Covid-19 In Q1 And Likely Outlook For CY 2020.

Semiconductor OSAT. Strong Q1 Results, Weak Q2, Cautious H2 2020 Outlook & Good News For ASE & JCET

WSTS Reports June Semis: Lessens M/M Decline by Restating May

February Semiconductors Show Onset of COVID-19 Decline

Tracking the Daily COVID-19 Cases for 10 Major Countries

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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)

During the most recent earnings season, most semiconductor companies noted only relatively minor impact to their forecasts for the current quarter. While not immune to the stock market crash back in March, there has been a general sense that semiconductor companies will be relatively less impacted by the COVID-19 pandemic. Recently though, and increasingly so as we enter the latest earnings season, many semiconductor companies are retracting guidance, freezing share buyback schemes and, in the case of <a href="https://www.smartkarma.com/entities/asml-holding-nv" target="_blank" data-smartkarma-citation="entities:21097:1" rel="noopener">ASML</a> this week, electing to provide no forward guidance whatsoever. Here's a roundup of what the major semiconductor companies have been saying in recent weeks.

During the most recent earnings season, most semiconductor companies noted only relatively minor impact to their forecasts for the current quarter. While not immune to the stock market crash back in March, there has been a general sense that semiconductor companies will be relatively less impacted by the COVID-19 pandemic. Recently though, and increasingly so as we enter the latest earnings season, many semiconductor companies are retracting guidance, freezing share buyback schemes and, in the case of ASML this week, electing to provide no forward guidance whatsoever. Here's a roundup of what the major semiconductor companies have been saying in recent weeks. 

COVID-19 & Semiconductors: Profit Warnings Piling Up Ahead Of Earnings.