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

US Export Ban On China's Jinhua. Winners & Losers.

China's Semiconductor Plans Unravel As US DOJ Indicts Jinhua & UMC For IP Theft.

Yuan & Stimulus/Jobs/Share Buybacks/China’s Model/Taiwan & Tech War

Micron Investor Day 2018- What You Really Need To Know

Micron's Updated Earnings Forecast Highlights Continued Strength Of Memory Sector

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

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

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)

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

<a href="https://www.smartkarma.com/entities/13382" target="_blank" data-smartkarma-citation="entities:13382:1">Micron</a> made headlines earlier this week when its share price sank more almost 8% on news that the Fuzhou Intermediate People's Court issued a preliminary injunction forbidding the company from selling certain of its products in China, the latest salvo in a legal battle between the company and Taiwanese foundry <a href="https://www.smartkarma.com/entities/6450" target="_blank" data-smartkarma-citation="entities:6450:1">United Microelectronics Corp</a> (UMC) along with Chinese DRAM startup, Fujian Jinhua Integrated Circuit Co (JHICC).The roots of this particular dispute can be traced back to China's widely reported ambition to quickly develop an indigenous semiconductor industry, with memory (DRAM) and storage (NAND) at its core. JHICC is one of the three leading Chinese contenders tackling the challenge from a DRAM perspective, and the partnership they forged with UMC two years ago has resulted in one of the most spectacular cases of alleged IP theft and patent infringement in recent times. At first blush, the Chinese court injunction looks bad for Micron, but the reality is that the judgment is a red-herring, a mere distraction from the facts of a much bigger legal battle in which Micron has already been vindicated in Taiwan and which has yet to be played out in a pending lawsuit before the North California District Court. While the injunction will be appealed by Micron in due course and most likely overturned, its impact on Micron's bottom line is negligible as the revenue from the banned products along with the associated penalties are minuscule in comparison to the billions the company earns in China on an annual basis.

Micron made headlines earlier this week when its share price sank more almost 8% on news that the Fuzhou Intermediate People's Court issued a preliminary injunction forbidding the company from selling certain of its products in China, the latest salvo in a legal battle between the company and Taiwanese foundry United Microelectronics Corp (UMC) along with Chinese DRAM startup, Fujian Jinhua Integrated Circuit Co (JHICC).The roots of this particular dispute can be traced back to China's widely reported ambition to quickly develop an indigenous semiconductor industry, with memory (DRAM) and storage (NAND) at its core. JHICC is one of the three leading Chinese contenders tackling the challenge from a DRAM perspective, and the partnership they forged with UMC two years ago has resulted in one of the most spectacular cases of alleged IP theft and patent infringement in recent times. At first blush, the Chinese court injunction looks bad for Micron, but the reality is that the judgment is a red-herring, a mere distraction from the facts of a much bigger legal battle in which Micron has already been vindicated in Taiwan and which has yet to be played out in a pending lawsuit before the North California District Court. While the injunction will be appealed by Micron in due course and most likely overturned, its impact on Micron's bottom line is negligible as the revenue from the banned products along with the associated penalties are minuscule in comparison to the billions the company earns in China on an annual basis.  

Micron- China's Court Ruling Is a Red Herring