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

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel's</a> newly appointed CEO Pat Gelsinger this week unveiled his plans to address the issues that have plagued the company for the better part of a decade. Dubbed "IDM 2.0", the plan comprises three key elements. Firstly, a reaffirmation of Intel's commitment to their existing, internal manufacturing operations. Secondly, an increased reliance on leading edge, external foundry capacity. Thirdly, the decision to re-enter the foundry business and become a leading supplier of U.S. and Europe-based capacity. Underpinning these three initiatives is a commitment to invest $20 billion in the construction of two new fabs in Phoenix, Arizona. Is Gelsinger's IDM 2.0 initiative a bold move or a desperate gamble? Here's what we think.

Intel's newly appointed CEO Pat Gelsinger this week unveiled his plans to address the issues that have plagued the company for the better part of a decade. Dubbed "IDM 2.0", the plan comprises three key elements. Firstly, a reaffirmation of Intel's commitment to their existing, internal manufacturing operations. Secondly, an increased reliance on leading edge, external foundry capacity. Thirdly, the decision to re-enter the foundry business and become a leading supplier of U.S. and Europe-based capacity. Underpinning these three initiatives is a commitment to invest $20 billion in the construction of two new fabs in Phoenix, Arizona. Is Gelsinger's IDM 2.0 initiative a bold move or a desperate gamble? Here's what we think. 

Intel IDM 2.0: Bold Move Or Desperate Gamble?

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Intel's new CEO, Pat Gelsinger, today revealed a plan whereby Intel hopes to regain process leadership by building new fabs and becoming an important semiconductor foundry.  There are questions about this plan's likelihood of success.

Intel's new CEO, Pat Gelsinger, today revealed a plan whereby Intel hopes to regain process leadership by building new fabs and becoming an important semiconductor foundry.  There are questions about this plan's likelihood of success.

Intel Reveals Plan to Restore Process Leadership

In an investor confernce call today <a href="https://www.smartkarma.com/entities/micron-technology-inc" target="_blank" data-smartkarma-citation="entities:13382:1" rel="noopener">Micron Technology (MU US)</a> revealed that it would discontinue its 3D XPoint memory efforts and sell the facility that produces it.  Will its sole customer <a href="https://www.smartkarma.com/entities/intel-corp" target="_blank" data-smartkarma-citation="entities:16764:1" rel="noopener">Intel Corp (INTC US)</a> be undermined by this move?

In an investor confernce call today Micron Technology (MU US) revealed that it would discontinue its 3D XPoint memory efforts and sell the facility that produces it.  Will its sole customer Intel Corp (INTC US) be undermined by this move?

Micron Kills 3D XPoint - Is Intel in Trouble?

Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

Founder/CEO of ROK Advisory

ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

<a href="https://www.smartkarma.com/entities/qualcomm-inc" target="_blank" data-smartkarma-citation="entities:969:1" rel="noopener">Qualcomm Inc (QCOM US)</a>' s reliance on a few suppliers has come to bite them.   With the Texas freeze and US sanctions, who gains from QCOM's current situation? It seems that all that the signs point to <a href="https://www.smartkarma.com/entities/mediatek-inc" target="_blank" data-smartkarma-citation="entities:772:1" rel="noopener">Mediatek Inc (2454 TT)</a>  being a winner in the situation

Qualcomm Inc (QCOM US)' s reliance on a few suppliers has come to bite them.   With the Texas freeze and US sanctions, who gains from QCOM's current situation? It seems that all that the signs point to Mediatek Inc (2454 TT)  being a winner in the situation

Pat Gelsinger took the helm at Intel last week after a decade-long hiatus. In a letter to employees, he reiterated that this was his dream job and set out four priorities, namely product leadership, flawless execution, faster innovation and a reignition of the company's culture. As priorities go, these are standard, off the shelf cookie cutter imperatives that could be used by the incoming CEO of almost any company and tell us little or nothing about the actual direction Intel will take. Intel has the potential to be the technology turnaround story of the decade if not this century. If Gelsinger plays his cards right, Intel's market cap could quadruple to $1 trillion by 2026. Getting there will depend on Gelsinger implementing three key strategies. Here's what we think they are.

Pat Gelsinger took the helm at Intel last week after a decade-long hiatus. In a letter to employees, he reiterated that this was his dream job and set out four priorities, namely product leadership, flawless execution, faster innovation and a reignition of the company's culture. As priorities go, these are standard, off the shelf cookie cutter imperatives that could be used by the incoming CEO of almost any company and tell us little or nothing about the actual direction Intel will take. Intel has the potential to be the technology turnaround story of the decade if not this century. If Gelsinger plays his cards right, Intel's market cap could quadruple to $1 trillion by 2026. Getting there will depend on Gelsinger implementing three key strategies. Here's what we think they are.

Intel. Reaching A $1 Trillion Market Cap In Five Years Depends On Three Key Strategies

United States

Advanced Micro Devices, Inc. (AMD) produces semiconductor products and devices. The Company offers products such as microprocessors, embedded microprocessors, chipsets, graphics, video and multimedia products and supplies it to third-party foundries, as well as provides assembling, testing, and packaging services. AMD serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Advanced Micro Devices (AMD US)

Intel IDM 2.0: Bold Move Or Desperate Gamble?

Intel's new CEO Pat Gelsinger this week laid out his plans for the future of the company. Dubbed IDM 2.0, is the plan a bold move or a desperate...

William Keating

Intel Reveals Plan to Restore Process Leadership

Can Intel restore the process leadership that it has lost to TSMC and Samsung? The company certainly hopes so. This Insight explores Intel's plan...

Jim Handy

Micron Kills 3D XPoint - Is Intel in Trouble?

Will Micron's sudden exit from the 3D XPoint market threaten Intel or Intel's customers? It seems that this will actually be a relatively...

Jim Handy

Who Gains from Qcom Mistake? Mediatek

Who gains from Qualcomm's mistake? It seem the obvious is Mediatek for both better supply chain management as well as its in the best interest of...

Ken S. Kim

Intel. Reaching A $1 Trillion Market Cap In Five Years Depends On Three Key Strategies

Intel has the potential to be the turn around story of the decade. A $1 trillion market cap is achievable within 5 years, but it depends on the...

William Keating

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)