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's Truly Bizarre Demo @ Computex 2018

Intel CEO Resignation- A Messy Affair With a Silver Lining

Intel's Next CEO May Be Google Cloud's Ex-COO

Intel's Next Generation Spectre Security Issues

Intel Poaches AMD's GPU Guru. Watch Out NVIDIA!

Intel Security Flaw -A Major Embarrassment With The Makings Of a Disaster

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)

Colombia Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel</a>'s Murthy Renduchintala (Murthy) represented Intel at the annual JP Morgan Global TMT conference on May 15'th. The fireside chat format lends itself to a more informal atmosphere compared to earnings calls and can often elicit more detailed and subtle information compared to high-profile presentations such as at CES for example. At this particular event, there were some significant reveals from Murthy, the person we consider most likely to become Intel's next CEO. Having confirmed the delay in Intel's 10nm process, he refused to be drawn on when exactly in 2019 it would begin volume production. His reference to the challenges of ramping large server die on new process nodes, his comments about Intel's new EMIB interconnect technology together with the recent hiring of Jim Keller (who designed AMD's "Zen" architecture) strongly suggest to us that Intel is likely taking a page out of AMD's book and rethinking its approach to architecting future generations of its server CPU's.Having disparaged <a href="https://www.smartkarma.com/entities/19009" target="_blank" data-smartkarma-citation="entities:19009:1">Advanced Micro Devices</a> for "gluing together" four Ryzen cores to build its EPYC server chips last year, we believe Intel is now planning to do something very similar itself. With AMD having already proven that this approach works and already well advanced with its second generation EPYC server chips on 7nm, the clock is ticking for Intel and its data center dominance.

Intel's Murthy Renduchintala (Murthy) represented Intel at the annual JP Morgan Global TMT conference on May 15'th. The fireside chat format lends itself to a more informal atmosphere compared to earnings calls and can often elicit more detailed and subtle information compared to high-profile presentations such as at CES for example. At this particular event, there were some significant reveals from Murthy, the person we consider most likely to become Intel's next CEO. Having confirmed the delay in Intel's 10nm process, he refused to be drawn on when exactly in 2019 it would begin volume production. His reference to the challenges of ramping large server die on new process nodes, his comments about Intel's new EMIB interconnect technology together with the recent hiring of Jim Keller (who designed AMD's "Zen" architecture) strongly suggest to us that Intel is likely taking a page out of AMD's book and rethinking its approach to architecting future generations of its server CPU's.Having disparaged Advanced Micro Devices for "gluing together" four Ryzen cores to build its EPYC server chips last year, we believe Intel is now planning to do something very similar itself. With AMD having already proven that this approach works and already well advanced with its second generation EPYC server chips on 7nm, the clock is ticking for Intel and its data center dominance. 

Intel - Significant Reveals At JP Morgan 2018 Global TMT Conference