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

Micron- China's Court Ruling Is a Red Herring

A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies

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

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

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

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/13382" target="_blank" data-smartkarma-citation="entities:13382:1">Micron</a>'s 2018 Investor Day, held on May 21'st was a tour-de-force by CEO Sanjay Mehrotra and his executive team, widely praised by the broader analyst community for the breadth and depth of the topics covered. In essence, Mehrotra and team were telling a story about a strong Micron, growing stronger on the back of an exquisite focus on competitiveness, execution, higher-value solutions, customer focus and talent. Clearly, the markets liked what Micron had to say; the company's stock is up 10% in the intervening two days. With the backdrop of an earnings guidance increase, a $10 billion share buyback and an industry-first launch of a QLC NAND-based product, Micron's story was compelling. From a technology perspective, Micron revealed for the first time some critically important details of their technology roadmaps. One such example, the decision to switch from floating-gate to charge-trap technology in its 4'th generation 3D NAND, helps explain why Micron and Intel recently decided to part ways for future 3D NAND development.With over four hours of presentations and a 140-page slide-deck, there was a lot to absorb. To that end, in this Insight, we summarise the key takeaways and augment them with annotated extracts from the webcast transcripts, along with our own commentary.

Micron's 2018 Investor Day, held on May 21'st was a tour-de-force by CEO Sanjay Mehrotra and his executive team, widely praised by the broader analyst community for the breadth and depth of the topics covered. In essence, Mehrotra and team were telling a story about a strong Micron, growing stronger on the back of an exquisite focus on competitiveness, execution, higher-value solutions, customer focus and talent. Clearly, the markets liked what Micron had to say; the company's stock is up 10% in the intervening two days. With the backdrop of an earnings guidance increase, a $10 billion share buyback and an industry-first launch of a QLC NAND-based product, Micron's story was compelling. From a technology perspective, Micron revealed for the first time some critically important details of their technology roadmaps. One such example, the decision to switch from floating-gate to charge-trap technology in its 4'th generation 3D NAND, helps explain why Micron and Intel recently decided to part ways for future 3D NAND development.With over four hours of presentations and a 140-page slide-deck, there was a lot to absorb. To that end, in this Insight, we summarise the key takeaways and augment them with annotated extracts from the webcast transcripts, along with our own commentary.  

Micron Investor Day 2018- What You Really Need To Know