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>Microsoft CEO Satya Nadella announced his intention to spend $30 billion on AI infrastructure in the UK. NVIDIA, Coreweave, Alphabet and OpenAI are also ponying up further billions</li>
<li>Jensen Huang declared the UK and AI powerhouse, third in line globally behind the US and China</li>
<li>Is it really UK sovereign AI when it's mostly paid for and made in the USA?</li>
</ul>


Microsoft CEO Satya Nadella announced his intention to spend $30 billion on AI infrastructure in the UK. NVIDIA, Coreweave, Alphabet and OpenAI are also ponying up further billions
Jensen Huang declared the UK and AI powerhouse, third in line globally behind the US and China
Is it really UK sovereign AI when it's mostly paid for and made in the USA?


UK Sovereign AI Proudly Paid For & Made In The USA

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul>
<li>Asia's e-book reader market is witnessing substantial growth, fueled by increasing sales figures.</li>
<li>Leading companies such as Google and Amazon are focusing on advanced AI technologies to enhance user experience.</li>
<li>DeepSeek AI is assessing risks linked to heightened regulatory scrutiny in China, indicating market complexities.</li>
</ul>


Asia's e-book reader market is witnessing substantial growth, fueled by increasing sales figures.
Leading companies such as Google and Amazon are focusing on advanced AI technologies to enhance user experience.
DeepSeek AI is assessing risks linked to heightened regulatory scrutiny in China, indicating market complexities.


Tech Supply Chain Tracker (19-Sep-2025): Asia's E-Book Reader Market Is Experiencing Rapid Growth

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

<ul><li>After a challenging last decade, Broadcom is back on track with positive earnings results and a new customer for their custom ASIC business</li><li>CEO Hawk Tan's confident and clear communication during the earnings call led to a significant stock price increase</li><li>AMD's stock was down as investors may view Broadcom's success as a potential threat to their position as a second source alternative to Nvidia in the market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

After a challenging last decade, Broadcom is back on track with positive earnings results and a new customer for their custom ASIC businessCEO Hawk Tan's confident and clear communication during the earnings call led to a significant stock price increaseAMD's stock was down as investors may view Broadcom's success as a potential threat to their position as a second source alternative to Nvidia in the marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?

Quality-first, Business-perspective, Long-term, Urbem (HK) Limited

Urbem Capital

Quality-first, Business-perspective, Long-term

Quality-first, Business-perspective Strategy

Urbem (HK) Limited

Equity Bottom-Up

<ul>
<li>Meta's 20× came from underestimated duration, not a cheap entry: net income rose 76-fold while the IPO's roughly 104× earnings multiple shrank to 25×.</li>
<li>The signals were visible early: proven margins, an engaged but under-monetized audience, a feared platform shift, free user-made inventory and a founder willing to cannibalize.</li>
<li>Zynga and Groupon listed in the same months with big audiences but lacked owned distribution, repeat economics or cheap inventory; Meta's soaring capex now fails one test.</li>
</ul>


Meta's 20× came from underestimated duration, not a cheap entry: net income rose 76-fold while the IPO's roughly 104× earnings multiple shrank to 25×.
The signals were visible early: proven margins, an engaged but under-monetized audience, a feared platform shift, free user-made inventory and a founder willing to cannibalize.
Zynga and Groupon listed in the same months with big audiences but lacked owned distribution, repeat economics or cheap inventory; Meta's soaring capex now fails one test.


The Making of a 20-Bagger: What Meta Teaches Us About Finding the Next One

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Stablecoins /Cover Story: Stablecoins face reality check as tech gaps and policy firewalls mount</li><li>China-U.S. /In Depth: China, U.S. race to deny the other economic leverage</li><li>Involution /: China acts to stamp out ‘involution’ and unfair competition</li></ul>

Stablecoins /Cover Story: Stablecoins face reality check as tech gaps and policy firewalls mountChina-U.S. /In Depth: China, U.S. race to deny the other economic leverageInvolution /: China acts to stamp out ‘involution’ and unfair competition

CX Daily: Stablecoins Face Reality Check as Tech Gaps and Policy Firewalls Mount 

United States

Alphabet, Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOG US)

UK Sovereign AI Proudly Paid For & Made In The USA

Microsoft will spend $30 billion on AI in the UK with NVIDIA, Coreweave, Alphabet & OpenAI also ponying up further billions. Is it really UK...

William Keating

Tech Supply Chain Tracker (19-Sep-2025): Asia's E-Book Reader Market Is Experiencing Rapid Growth

Asia's e-book reader market is booming, with Google and Amazon enhancing AI for user experience, while DeepSeek AI assesses regulatory risks in China.

Tech Supply Chain Tracker

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?

Broadcom had a strong quarter, beating revenue and EPS expectations, with CEO Hawk Tan's announcement of a new customer causing the stock to rise...

The Circuit

The Making of a 20-Bagger: What Meta Teaches Us About Finding the Next One

Facebook listed at roughly 104 times earnings and still returned about 20×. The lesson is not to buy expensive stocks, but to find runways that...

Urbem Capital

CX Daily: Stablecoins Face Reality Check as Tech Gaps and Policy Firewalls Mount

TOP STORIES Stablecoins / Cover Story: Stablecoins face reality check as tech gaps and policy firewalls mount A wave of policymaking and market...

Caixin Global

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52-week Range

Market Cap (USDm)

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