Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

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)

<ul>
<li>Huawei introduced the “Tau Scaling Law” under which chip designers optimise for the time taken for elements of a chip to communicate, rather than for the space between transistors. </li>
<li>Huawei’s next-generation Kirin SoC, due autumn 2026, will be the first commercial chip to fully adopt the resulting architecture, which Huawei is calling “LogicFolding.”</li>
<li>Huawei chips designed under this framework will deliver transistor density equivalent to a 1.4nm process by 2031, three years after TSMC’s publicly stated 2028 timeline for its A14 (1.4nm) node.</li>
</ul>


Huawei introduced the “Tau Scaling Law” under which chip designers optimise for the time taken for elements of a chip to communicate, rather than for the space between transistors. 
Huawei’s next-generation Kirin SoC, due autumn 2026, will be the first commercial chip to fully adopt the resulting architecture, which Huawei is calling “LogicFolding.”
Huawei chips designed under this framework will deliver transistor density equivalent to a 1.4nm process by 2031, three years after TSMC’s publicly stated 2028 timeline for its A14 (1.4nm) node.


Huawei’s “Tau Scaling Law” and “LogicFolding”. Desperation, A Genuine Breakthrough Or Both?

<ul>
<li>On 19 May 2026, China’s Hubei securities regulator accepted CITIC Securities’ tutoring filing for Yangtze Memory Technologies Holding Co., Ltd. (YMTC), the country’s only end-to-end 3D NAND manufacturer.</li>
<li>Reports suggest YMTC Q1 2026 revenue of  ¥20 billion, doubling YoY, driven by AI data center NAND demand.</li>
<li>Once Phase III ramps, Guosheng estimates YMTC’s global NAND share exceeds 15%. After that, two more fabs are reportedly planned that would double total YMTC capacity at full production. Yikes! </li>
</ul>


On 19 May 2026, China’s Hubei securities regulator accepted CITIC Securities’ tutoring filing for Yangtze Memory Technologies Holding Co., Ltd. (YMTC), the country’s only end-to-end 3D NAND manufacturer.
Reports suggest YMTC Q1 2026 revenue of  ¥20 billion, doubling YoY, driven by AI data center NAND demand.
Once Phase III ramps, Guosheng estimates YMTC’s global NAND share exceeds 15%. After that, two more fabs are reportedly planned that would double total YMTC capacity at full production. Yikes! 


YMTC’s Submits "Tutoring" Filing In Preparation For Another STAR IPO

<ul>
<li>On May 20, 2026, SpaceX filed an S-1 registration statement with the SEC. Ticker: SPCX. Listing venue: Nasdaq plus the brand-new Nasdaq Texas, headquartered at 1 Rocket Road, Starbase, Texas</li>
<li>Two share classes. Class A = 1 vote. Class B = 10 votes. Class B shareholders separately elect a majority of the board as a class. Elon taking no chances.</li>
<li>SpaceX key plans include a permanent human colony on Mars with at least one million inhabitants and launching orbital data centers capable of delivering 100 terawatts of compute per year.</li>
</ul>


On May 20, 2026, SpaceX filed an S-1 registration statement with the SEC. Ticker: SPCX. Listing venue: Nasdaq plus the brand-new Nasdaq Texas, headquartered at 1 Rocket Road, Starbase, Texas
Two share classes. Class A = 1 vote. Class B = 10 votes. Class B shareholders separately elect a majority of the board as a class. Elon taking no chances.
SpaceX key plans include a permanent human colony on Mars with at least one million inhabitants and launching orbital data centers capable of delivering 100 terawatts of compute per year.


SpaceX Just Filed Their S-1 & It's A Doozy

HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul>
<li>
90% of retail traders lose. Not because markets are hard, but because they're fighting with the wrong weapons.</li>
<li>
Tickblaze is the first single OS combining institutional execution, risk management, market data, and back-office — free to download.</li>
<li>AI research, institutional tick data, and funded prop capital mean the Home Office Hedge Fund is no longer a fantasy. </li>
</ul>



90% of retail traders lose. Not because markets are hard, but because they're fighting with the wrong weapons.

Tickblaze is the first single OS combining institutional execution, risk management, market data, and back-office — free to download.
AI research, institutional tick data, and funded prop capital mean the Home Office Hedge Fund is no longer a fantasy. 


The Home Office Hedge Fund — LIVE This Friday with Sean Kozak | Ep. 54

Global Mobility/Transport, Equity Long-Short

Mo Aziz

<ul>
<li>Global oil inventories drawing at a record 8.5 mb/d in Q2 2026; cumulative 250 mb erased in March–April alone as the Strait of Hormuz remains shut.</li>
<li>OECD commercial crude cover has fallen to ~26–27 days; hard floor of 24 days — system collapse — is just weeks away.</li>
<li>Things are still hostile. Even a swift SOH reopening leaves markets in deficit through Q3 2026; no inventory recovery before Q4 at earliest. Expect crude oil at US$130-140/bbl in ST.</li>
</ul>


Global oil inventories drawing at a record 8.5 mb/d in Q2 2026; cumulative 250 mb erased in March–April alone as the Strait of Hormuz remains shut.
OECD commercial crude cover has fallen to ~26–27 days; hard floor of 24 days — system collapse — is just weeks away.
Things are still hostile. Even a swift SOH reopening leaves markets in deficit through Q3 2026; no inventory recovery before Q4 at earliest. Expect crude oil at US$130-140/bbl in ST.


Global Crude Oil Inventory: We're Days Away from Calamity

Ecuador
Insights on Ecuador

Huawei’s “Tau Scaling Law” and “LogicFolding”. Desperation, A Genuine Breakthrough Or Both?

Huawei chips designed under this framework will deliver transistor density equivalent to a 1.4nm process by 2031, three years after TSMC’s publicly...

William Keating

YMTC’s Submits "Tutoring" Filing In Preparation For Another STAR IPO

Once Phase III ramps, Guosheng estimates YMTC’s global NAND share exceeds 15%. After that, two more fabs are reportedly planned that would double...

William Keating

SpaceX Just Filed Their S-1 & It's A Doozy

SpaceX key plans include a permanent human colony on Mars with at least one million inhabitants and launching orbital data centers capable of...

William Keating

The Home Office Hedge Fund — LIVE This Friday with Sean Kozak | Ep. 54

Retail traders lose because they lack the right tools. Tickblaze offers a single OS for trading, risk management, and market data, making Home...

William Mann

Global Crude Oil Inventory: We're Days Away from Calamity

Global oil inventories are rapidly depleting, with a record 8.5 mb/d drawn in Q2 2026. The Strait of Hormuz closure and lack of Iran breakthrough...

Mo Aziz

Huawei’s “Tau Scaling Law” and “LogicFolding”. Desperation, A Genuine Breakthrough Or Both?

Huawei chips designed under this framework will deliver transistor density equivalent to a 1.4nm process by 2031, three years after TSMC’s publicly...

William Keating

YMTC’s Submits "Tutoring" Filing In Preparation For Another STAR IPO

Once Phase III ramps, Guosheng estimates YMTC’s global NAND share exceeds 15%. After that, two more fabs are reportedly planned that would double...

William Keating

SpaceX Just Filed Their S-1 & It's A Doozy

SpaceX key plans include a permanent human colony on Mars with at least one million inhabitants and launching orbital data centers capable of...

William Keating

The Home Office Hedge Fund — LIVE This Friday with Sean Kozak | Ep. 54

​Retail traders lose because they lack the right tools. Tickblaze offers a single OS for trading, risk management, and market data, making Home...

William Mann

Global Crude Oil Inventory: We're Days Away from Calamity

​Global oil inventories are rapidly depleting, with a record 8.5 mb/d drawn in Q2 2026. The Strait of Hormuz closure and lack of Iran breakthrough...

Mo Aziz

Retail traders lose because they lack the right tools. Tickblaze offers a single OS for trading, risk management, and market data, making Home...

Global oil inventories are rapidly depleting, with a record 8.5 mb/d drawn in Q2 2026. The Strait of Hormuz closure and lack of Iran breakthrough...