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

Semiconductor Sales & Wafer Shipments Review Q2 2018

GlobalFoundries Pulls The Plug on 7nm & Gifts TSMC An Apple-Size Customer With AMD

Semiconductor Wafer Fab Equipment Sector Review, Outlook Q2 2018

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)

From China's YMTC making a splash a the annual Flash Memory Summit with its reveal of a new "Xtacking" approach to building 3D NAND to Huawei overtaking <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple</a> to become the global number two in smartphone sales, August was an exciting month on the semiconductor front. Both <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple</a> and <a href="https://www.smartkarma.com/entities/409" target="_blank" data-smartkarma-citation="entities:409:1">Amazon</a> reached the one-trillion market cap, with the former retaining it while the latter has since retreated, for now. <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel</a> and <a href="https://www.smartkarma.com/entities/13382" target="_blank" data-smartkarma-citation="entities:13382:1">Micron</a> parted ways when it comes to the development of their future memory technologies, a break-up that has been in the making for some time. GlobalFoundries decision to pull the plug on its 7nm process development gifted <a href="https://www.smartkarma.com/entities/1248" target="_blank" data-smartkarma-citation="entities:1248:1">Taiwan Semiconductor</a> a potentially Apple-sized customer in AMD.While sector fundamentals remain strong across the board, there is growing unease about the durability of the current semiconductor growth cycle, nowhere more evident than in the memory and storage segments. Indeed, fears of DRAM and NAND pricing collapses spooked investors late last week taking 10% off the share prices of Micron and <a href="https://www.smartkarma.com/entities/1115" target="_blank" data-smartkarma-citation="entities:1115:1">KLA-Tencor</a> in a matter of hours while the sector overall was down around 5%. The highlight of the month was the strong performance of <a href="https://www.smartkarma.com/entities/19009" target="_blank" data-smartkarma-citation="entities:19009:1">Advanced Micro Devices</a> which is up 45% since the beginning of August, boosted by growing investor confidence in their server roadmap and their potential to take market share from Intel. While Intel may be headed for stormy waters next year, the company is currently enjoying a boom in both server and client processor sales and is struggling to keep up with demand.

From China's YMTC making a splash a the annual Flash Memory Summit with its reveal of a new "Xtacking" approach to building 3D NAND to Huawei overtaking Apple to become the global number two in smartphone sales, August was an exciting month on the semiconductor front. Both Apple and Amazon reached the one-trillion market cap, with the former retaining it while the latter has since retreated, for now. Intel and Micron parted ways when it comes to the development of their future memory technologies, a break-up that has been in the making for some time. GlobalFoundries decision to pull the plug on its 7nm process development gifted Taiwan Semiconductor a potentially Apple-sized customer in AMD.While sector fundamentals remain strong across the board, there is growing unease about the durability of the current semiconductor growth cycle, nowhere more evident than in the memory and storage segments. Indeed, fears of DRAM and NAND pricing collapses spooked investors late last week taking 10% off the share prices of Micron and KLA-Tencor in a matter of hours while the sector overall was down around 5%. The highlight of the month was the strong performance of Advanced Micro Devices which is up 45% since the beginning of August, boosted by growing investor confidence in their server roadmap and their potential to take market share from Intel. While Intel may be headed for stormy waters next year, the company is currently enjoying a boom in both server and client processor sales and is struggling to keep up with demand.  

The Semiconductor Review August 2018