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>According to ChatGPT, there was a significant uptick in the scale and scope of humanoid robots on display at CES 2026</li>
<li>While AMD &amp; NVIDIA humanoid robot keynote segments were terrible, Boston Dynamics impressed and Unitree should really have had a keynote not just an exhibition booth </li>
<li>Unitree remains on track to IPO later this year at at a $7 billion valuation. When it comes to China's future role in humanoid robots, think EV, robotaxi, solar power!</li>
</ul>


According to ChatGPT, there was a significant uptick in the scale and scope of humanoid robots on display at CES 2026
While AMD &amp; NVIDIA humanoid robot keynote segments were terrible, Boston Dynamics impressed and Unitree should really have had a keynote not just an exhibition booth 
Unitree remains on track to IPO later this year at at a $7 billion valuation. When it comes to China's future role in humanoid robots, think EV, robotaxi, solar power!


CES 2026: Humanoid Robots Are Here & Getting Better. One Day, They May Even Be Useful For Something.

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Hyundai showcased innovative self-driving technology at CES 2026, collaborating with Nvidia.</li><li>Qualcomm is in talks with Samsung to produce next-generation 2nm chips for advanced applications.</li><li>Humanoid robots are anticipated to launch commercially in 2026, highlighting advancements in AI efficiency.</li></ul>

Hyundai showcased innovative self-driving technology at CES 2026, collaborating with Nvidia.Qualcomm is in talks with Samsung to produce next-generation 2nm chips for advanced applications.Humanoid robots are anticipated to launch commercially in 2026, highlighting advancements in AI efficiency.

Tech Supply Chain Tracker (09-Jan-2026): Hyundai and Nvidia showcase next-gen self-driving

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of KRX stocks as of Sep 25th. The aggregated short interest was USD18.7bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in SIMMTECH, HANWHA SYSTEMS, LG Electronics, Doosan Enerbility, HyundaiEng&amp;Const.</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Sep 25th. The aggregated short interest was USD18.7bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in SIMMTECH, HANWHA SYSTEMS, LG Electronics, Doosan Enerbility, HyundaiEng&amp;Const.


KRX Short Interest Weekly (Sep 25th): SIMMTECH, HANWHA SYSTEMS, LG Electronics, Doosan Enerbility

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Sep 25th. The aggregated holding was USD1,755.4bn.</li>
<li>We estimate that foreign flows to be inflows of USD1,304mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in Samsung Electronics, SK Hynix, SamsungElecMech, SKSQUARE, LG Electronics.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Sep 25th. The aggregated holding was USD1,755.4bn.
We estimate that foreign flows to be inflows of USD1,304mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Samsung Electronics, SK Hynix, SamsungElecMech, SKSQUARE, LG Electronics.


KRX Foreign Holding Weekly (Sep 25th): Samsung Electronics, SK Hynix, SamsungElecMech, SKSQUARE

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

<ul>
<li>Almost a year ago, I wrote a report titled “Humanoids are coming and this overlooked stock could be their Nvidia”.  There's been progress, but mass production still hasn't started.</li>
<li>Despite advancements in generative AI and large language models, it’s proving technologically challenging to teach humanoids to reason, adapt, and multitask like humans.</li>
<li>2026 seems to be the new target, but there likely needs to be evidence of an order increase before the related stocks get moving.</li>
</ul>


Almost a year ago, I wrote a report titled “Humanoids are coming and this overlooked stock could be their Nvidia”.  There's been progress, but mass production still hasn't started.
Despite advancements in generative AI and large language models, it’s proving technologically challenging to teach humanoids to reason, adapt, and multitask like humans.
2026 seems to be the new target, but there likely needs to be evidence of an order increase before the related stocks get moving.


South Korea

Hyundai Motor Company manufactures, sells, and exports passenger cars, trucks, and commercial vehicles. The Company also sells various auto parts and operates auto repair service centers throughout South Korea. Hyundai Motor provides financial services through its subsidiaries.

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Hyundai Motor (005380 KS)

CES 2026: Humanoid Robots Are Here & Getting Better. One Day, They May Even Be Useful For Something.

Unitree remains on track to IPO later this year at at a $7 billion valuation. When it comes to China's future role in humanoid robots, think EVs,...

William Keating

Tech Supply Chain Tracker (09-Jan-2026): Hyundai and Nvidia showcase next-gen self-driving

At CES 2026, Hyundai showcased self-driving tech with Nvidia, Qualcomm pursued 2nm chip deals with Samsung, and humanoid robots are set to debut...

Tech Supply Chain Tracker

KRX Short Interest Weekly (Sep 25th): SIMMTECH, HANWHA SYSTEMS, LG Electronics, Doosan Enerbility

We analyzed KRX short interest report for the past week and highlighted short interest changes in SIMMTECH, HANWHA SYSTEMS, LG Electronics, Doosan...

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Sep 25th): Samsung Electronics, SK Hynix, SamsungElecMech, SKSQUARE

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SK Hynix, SamsungElecMech,...

Ke Yan, CFA, FRM

The Humanoids Are Coming… But When?

Almost a year ago, I wrote a report titled “Humanoids are coming and this overlooked stock could be their Nvidia”. As the move to mass production...

Finimize Research

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