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William Keating

William Keating
Semiconductor & Technology Specialist
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bearishIntel Corp
03 Apr 2025 18:58

Intel's Annual Shareholder Meeting Proxy Statement Has A Few Interesting Gems

Pat Gelsinger's departure from Intel was labelled a "retirement" last December, yet the upcoming AGM Proxy Statement refers to it as a...

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bearishIntel Corp
01 Apr 2025 13:26

Intel Vision: Lip Bu Tan's First Keynote As Intel CEO

I will under promise & over deliver. I will not be satisfied until we delight you. I'm here for as long as it takes. Rather than love, than money,...

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28 Mar 2025 12:25

Silicon Box. A Sad Development & Sadly, Still A Black Box

With just six press releases in four years, the company is slow to communicate progress and remains vague on precisely which specific technologies...

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23 Mar 2025 16:02

Micron. HBM Gets Even Better, NAND Gets Even Worse

Micron has increased their HBM TAM by $5 billion in each of the past two quarters. They are now expecting to reach an annual HBM run rate of $7.8...

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bearishIntel Corp
20 Mar 2025 13:15

Intel. Mr. Tan's Greatest Challenge Is Not Process Or Foundry Leadership. It's Something Far Bigger

Intel's BoD awarded its co-interim CEO's $1.5 million each for the 3.5 months in the role. This compares to the new CEO's $1 million annual salary....

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