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

2017 Semiconductor Equipment Spending On Track For a Record $55.9 Billion

A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies

Intel To Micron- So Long & Thanks For All The Memories!

Learnings From The History Of Memory Part 1 - China's DRAM Dreams

Learnings From The History of Memory Part 4- The Insatiable Demand For NAND Flash

Learnings From The History Of Memory Part 3- The Amazing Resurgence of NOR Flash

Learnings From The History Of Memory Part 2- DRAM Supply, Demand & Pricing Are Foregone Conclusions

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)

<p>Earlier this month we heard reports that Yangtze Memory Technology Corp (YMTC) had succeeded in developing a 32-layer NAND flash process and that they would begin trial production at 5K wafer starts per month in Q2 2018. In a previous Insight, <a href="https://www.smartkarma.com/insights/learnings-from-the-history-of-memory-part-1-china-s-dram-dreams" target="_blank" data-smartkarma-citation="insights:14484">Learnings From The History Of Memory Part 1 - China’s DRAM Dreams</a> we discussed the potential for China to develop an indigenous DRAM industry and our view was that China would not initially focus on mainstream, mass-market DRAM, but rather on low-volume, specialty DRAM. In this Insight, we provide an in-depth review of China's NAND flash ambitions, looking in detail at the approach being taken, the progress to date and the key players involved. Notwithstanding the progress being made by YMTC, we are skeptical about their ability to succeed in the short-to-medium timeframe and see no imminent threat to the established players or indeed disruption to the prevailing supply and pricing dynamics. </p>

Earlier this month we heard reports that Yangtze Memory Technology Corp (YMTC) had succeeded in developing a 32-layer NAND flash process and that they would begin trial production at 5K wafer starts per month in Q2 2018. In a previous Insight, Learnings From The History Of Memory Part 1 - China’s DRAM Dreams we discussed the potential for China to develop an indigenous DRAM industry and our view was that China would not initially focus on mainstream, mass-market DRAM, but rather on low-volume, specialty DRAM. In this Insight, we provide an in-depth review of China's NAND flash ambitions, looking in detail at the approach being taken, the progress to date and the key players involved. Notwithstanding the progress being made by YMTC, we are skeptical about their ability to succeed in the short-to-medium timeframe and see no imminent threat to the established players or indeed disruption to the prevailing supply and pricing dynamics. 

Learnings From The History Of Memory Part 5-  China's NAND Flash Mega-Billions Gamble