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

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

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

Intel Restructures, Retires Senior Executive & Rejects Rumored 10nm Cancellation.

AMD. Market Share Gains Across The Board As Intel Vows To Fight To Protect Its Position

AMD. Our Opteron Thesis Is Intact & Reinforced After Q4 2018 Earnings

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

On August 1, 2019, Intel finally launched the first of its long-delayed 10nm products, a tranche of mobile CPUs,  code-named Ice Lake, and belonging to Intel's latest 10th Gen Intel Core family. The launch represents the fulfilment of Intel's commitment to have 10nm based client systems on the shelves for the 2019 holiday season. With the 10nm launch completed, we should expect that Intel will begin winding down 14nm production, at least for client processors, right? Wrong. Quite the opposite in fact. Just over three weeks after the 10nm launch, on August 26, the company had a second launch, code named Comet Lake, also for the same 10th Gen Intel Core Processors family, but this time based on their 14nm++ process. Furthermore, Intel continues to increase their 14nm capacity and their latest roadmap shows the process node will  now remain in production for another 2.5 years, until the end of 2021.While at first glance Intel's 10nm product launch should be good news for investors, it actually raises more questions than it answers. Here's why.

On August 1, 2019, Intel finally launched the first of its long-delayed 10nm products, a tranche of mobile CPUs,  code-named Ice Lake, and belonging to Intel's latest 10th Gen Intel Core family. The launch represents the fulfilment of Intel's commitment to have 10nm based client systems on the shelves for the 2019 holiday season. With the 10nm launch completed, we should expect that Intel will begin winding down 14nm production, at least for client processors, right? Wrong. Quite the opposite in fact. Just over three weeks after the 10nm launch, on August 26, the company had a second launch, code named Comet Lake, also for the same 10th Gen Intel Core Processors family, but this time based on their 14nm++ process. Furthermore, Intel continues to increase their 14nm capacity and their latest roadmap shows the process node will  now remain in production for another 2.5 years, until the end of 2021.While at first glance Intel's 10nm product launch should be good news for investors, it actually raises more questions than it answers. Here's why.

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