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William Keating
Semiconductor & Technology Specialist
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Ingenuity
Location:
Hong Kong
Joined:
11 August 2017
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bearish
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Intel Corp
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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...
William Keating
376 Views
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bearish
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Intel 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,...
William Keating
285 Views
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bearish
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Thematic (Sector/Industry)
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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...
William Keating
240 Views
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bullish
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Micron Technology
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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...
William Keating
1.7k Views
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bearish
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Intel 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....
William Keating
447 Views
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