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. What Really Lies Beneath The Year-Long Supply Constraint Fiasco?

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

Intel. Winning Streak Will Grind To A Halt In H2 2020

Intel. A Most Revealing Insight Into How The Company Views & Manages Its Competitive Positioning

Intel's 10nm Launch Raises More Questions Than It Answers.

Intel. Significant Price Cuts On High End Desktop Processors As AMD Ramps Up Competitive Pressure

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

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel</a> reported Q319 revenues of $19.2 billion, meaningfully above guidance of $18 billion, while raising FY2019 outlook by $1.5 billion to $71 billion compared to prior guidance from three months ago. Underscoring his confidence in the company's future during what was a strongly upbeat earnings call, CEO Bob Swan announced that Intel's board has approved a new $20 billion share buyback through which they expect to purchase ~20 billion shares over the next 15 to 18 months. Not surprisingly, Intel's share price reacted positively on the news, closing up ~8% the following day. </p><p>It was indeed a very positive result for Intel and FY19 now looks like it will be marginally ahead of the record 2018 revenues of $70.8 billion. However, to truly understand what lies in store for Intel in 2020 and beyond, you need to read between the lines of what was discussed on the earnings call. We did and here's what we think... </p>

Intel reported Q319 revenues of $19.2 billion, meaningfully above guidance of $18 billion, while raising FY2019 outlook by $1.5 billion to $71 billion compared to prior guidance from three months ago. Underscoring his confidence in the company's future during what was a strongly upbeat earnings call, CEO Bob Swan announced that Intel's board has approved a new $20 billion share buyback through which they expect to purchase ~20 billion shares over the next 15 to 18 months. Not surprisingly, Intel's share price reacted positively on the news, closing up ~8% the following day. It was indeed a very positive result for Intel and FY19 now looks like it will be marginally ahead of the record 2018 revenues of $70.8 billion. However, to truly understand what lies in store for Intel in 2020 and beyond, you need to read between the lines of what was discussed on the earnings call. We did and here's what we think... 

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