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 CPU Supply Shortage - The Harsh Reality Of A 10nm Misstep And Nothing But Upside For AMD

AMD, Intel And The Spectre Of A Looming Opteron-Style Meltdown

Intel's Potential $720 Million Holiday Season Gift To AMD

TSMC May Have Another New Customer. Intel.

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>rose 3.55% in last night's trading while <a href="https://www.smartkarma.com/entities/19009" target="_blank" data-smartkarma-citation="entities:19009:1">Advanced Micro Devices</a> plunged 7.64% on the back of a report from a little known firm called Bluefin Research positing that Intel may ramp its beleaguered 10nm process next April, four-to-six weeks earlier than current projections. Coverage of the report was widespread overnight and included a piece by Bloomberg which may have lent credence to its pedigree. Bluefin Research is an unlikely source of cutting-edge insight on Intel's 10nm process. Intel itself provided an update on 10nm progress on September 28'th last that indicated nothing has changed from the company's previous stance that they would have 10nm client processors ready in time for next year's holiday season. We feel strongly that if Intel had a better, more precise update to share, they would have done so in a heartbeat. Last night's trading action reflects one of risks associated with AMD's meteoric rise in recent months, entirely based on anticipated future market share gains against Intel. While we wholeheartedly reiterate our view that AMD is destined for great things, we have always maintained that getting there is a two year journey, just like it was in Opteron cycle more than a decade ago. That journey will be fraught with shenanigans just like we witnessed last night when a little known analyst firm publishes some dubious piece of research and stokes an immediate over-reaction.

Intel rose 3.55% in last night's trading while Advanced Micro Devices plunged 7.64% on the back of a report from a little known firm called Bluefin Research positing that Intel may ramp its beleaguered 10nm process next April, four-to-six weeks earlier than current projections. Coverage of the report was widespread overnight and included a piece by Bloomberg which may have lent credence to its pedigree. Bluefin Research is an unlikely source of cutting-edge insight on Intel's 10nm process. Intel itself provided an update on 10nm progress on September 28'th last that indicated nothing has changed from the company's previous stance that they would have 10nm client processors ready in time for next year's holiday season. We feel strongly that if Intel had a better, more precise update to share, they would have done so in a heartbeat. Last night's trading action reflects one of risks associated with AMD's meteoric rise in recent months, entirely based on anticipated future market share gains against Intel. While we wholeheartedly reiterate our view that AMD is destined for great things, we have always maintained that getting there is a two year journey, just like it was in Opteron cycle more than a decade ago. That journey will be fraught with shenanigans just like we witnessed last night when a little known analyst firm publishes some dubious piece of research and stokes an immediate over-reaction. 

Shenanigans Alert On Upbeat Intel 10nm Report From A Research Firm You've Probably Never Heard Of