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

Lithography Leader ASML's Latest Record Results & Outlook Reinforces A Virtually Unassailable Moat

Semiconductor Wafer Fab Equipment Sector Review, Outlook Q2 2018

ASML Posts Strong Q3 Earnings & 2017 Forecast

Monthly Semiconductor Sales Reach $35 Billion Globally for First Time in August

A Brief Analysis of Semiconductor Wafer Fab Equipment's Current Growth Cycle

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><a href="https://www.smartkarma.com/entities/21097" target="_blank" data-smartkarma-citation="entities:21097:1">ASML Holding NV (ASML NA)</a> is the world's leading manufacturer of lithography systems for semiconductor manufacturing. They are the only company in the world that makes the most advanced type of lithography tool known as EUV- and now their sales of those €110 million plus tools are set to double in 2018 and increase by a further 50% in 2019. </p><p>In this Insight, we review the company's latest earnings and accomplishments for 2017 as a whole. We examine their technology leadership in semiconductor lithography and find that there is little chance of any competitor ever catching up with them. With an extensive share buyback program, which they just renewed, as well as their commitment to increasing their dividend payout, we view ASML as an essential component of any semiconductor portfolio with a long-term perspective.  </p>

ASML Holding NV (ASML NA) is the world's leading manufacturer of lithography systems for semiconductor manufacturing. They are the only company in the world that makes the most advanced type of lithography tool known as EUV- and now their sales of those €110 million plus tools are set to double in 2018 and increase by a further 50% in 2019. In this Insight, we review the company's latest earnings and accomplishments for 2017 as a whole. We examine their technology leadership in semiconductor lithography and find that there is little chance of any competitor ever catching up with them. With an extensive share buyback program, which they just renewed, as well as their commitment to increasing their dividend payout, we view ASML as an essential component of any semiconductor portfolio with a long-term perspective.  

Semiconductor Bellwether ASML Reaps The Rewards Of Its Unique EUV Lithography Capability