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

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

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

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

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

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>As the competitive landscape between <a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel</a> and <a href="https://www.smartkarma.com/entities/advanced-micro-devices" target="_blank" data-smartkarma-citation="entities:19009:1" rel="noopener">Advanced Micro Devices</a> has slowly turned in the latter's favour over the course of the past two years, Intel has thus far escaped largely unscathed. The company's revenue growth has been limited more by their own self-inflicted supply shortages than by AMD's encroachment into their market share. Pricing too has remained remarkably resilient, with Intel holding the line on ASPs across the board and actually increasing them in quite a few cases. That situation changed dramatically, at least from a pricing perspective, on October 7'th when Intel launched two new Xeon processors aimed at the Workstation and High-End Desktop markets. Remarkably, they are priced at roughly 50% of their previous-generation counterparts. What caused Intel to make such a dramatic shift in their pricing strategy and what are the implications for both Intel and AMD in the coming quarters? Here's what we think. </p>

As the competitive landscape between Intel and Advanced Micro Devices has slowly turned in the latter's favour over the course of the past two years, Intel has thus far escaped largely unscathed. The company's revenue growth has been limited more by their own self-inflicted supply shortages than by AMD's encroachment into their market share. Pricing too has remained remarkably resilient, with Intel holding the line on ASPs across the board and actually increasing them in quite a few cases. That situation changed dramatically, at least from a pricing perspective, on October 7'th when Intel launched two new Xeon processors aimed at the Workstation and High-End Desktop markets. Remarkably, they are priced at roughly 50% of their previous-generation counterparts. What caused Intel to make such a dramatic shift in their pricing strategy and what are the implications for both Intel and AMD in the coming quarters? Here's what we think. 

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