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

Autonomous Driving- NTSB Tesla Preliminary Report Raises More Questions Than It Answers

Tesla Promises Full Self-Driving & Confirms Prototype "Max Max" Overtaking Option

NTSB Issues Preliminary Report On Fatal Tesla Florida Crash

Autonomous Driving- A Life-Saving Knight In Shining Armour?

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/20279" target="_blank" data-smartkarma-citation="entities:20279:1">Tesla</a> yesterday reported Q1 2018 earnings which were slightly better than previously lowered expectations with revenues of $3.4 billion and a net loss of $785 million for the quarter. While the stock initially rose slightly as the numbers were published, it started a downward spiral shortly after the earnings call with analysts began, and ultimately closed down 5.55%. Tesla earnings calls have never been renowned for respecting tradition, but yesterday's event was a bizarre affair which saw Musk cut off analysts questions because he said they were boring, choosing instead to take the majority of questions from a retail investor and Youtuber who had tweeted him earlier in the week asking to be allowed to join the conference. Later in the call, Musk's response to an analyst's question about Model 3 production targets was to suggest that those who don't like volatility should stay away from the stock. MadMoney's Jim Cramer sarcastically labeled it as Musk's "best ever" earnings call. In this Insight, we step through the earnings call, highlighting the key takeaways and sharing our perspective on what was a truly bizarre affair. </p>

Tesla yesterday reported Q1 2018 earnings which were slightly better than previously lowered expectations with revenues of $3.4 billion and a net loss of $785 million for the quarter. While the stock initially rose slightly as the numbers were published, it started a downward spiral shortly after the earnings call with analysts began, and ultimately closed down 5.55%. Tesla earnings calls have never been renowned for respecting tradition, but yesterday's event was a bizarre affair which saw Musk cut off analysts questions because he said they were boring, choosing instead to take the majority of questions from a retail investor and Youtuber who had tweeted him earlier in the week asking to be allowed to join the conference. Later in the call, Musk's response to an analyst's question about Model 3 production targets was to suggest that those who don't like volatility should stay away from the stock. MadMoney's Jim Cramer sarcastically labeled it as Musk's "best ever" earnings call. In this Insight, we step through the earnings call, highlighting the key takeaways and sharing our perspective on what was a truly bizarre affair. 

Tesla's Bizarre Q1 2018 Earnings Call