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

<ul>
<li>Laser focus, transparency and adoption of a "say do" approach to measuring success are now the order of the day at Intel</li>
<li>Data Center roadmap not in good shape and if IFS can't deliver, MJ won't hesitate to outsource DC products to TSMC alongside existing Client products.</li>
<li>Gaudi is not a mass market product, Falcon Shores won't be great either but we will listen, learn, iterate and fail quickly. Watch out NVIDIA !</li>
</ul>


Laser focus, transparency and adoption of a "say do" approach to measuring success are now the order of the day at Intel
Data Center roadmap not in good shape and if IFS can't deliver, MJ won't hesitate to outsource DC products to TSMC alongside existing Client products.
Gaudi is not a mass market product, Falcon Shores won't be great either but we will listen, learn, iterate and fail quickly. Watch out NVIDIA !


Intel. Laser Focus & No More Meaningless Life-Time Value Foundry Deal Updates

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV US Listed Semiconductor 25 index represents the performance of the biggest US-listed companies in the semiconductor industry.</li>
<li>There will be no index changes for the December 2024 rebal event.</li>
<li>We expect a one-way flow of US$1.3bn for December 2024, which translates to a turnover of 5.4%.</li>
</ul>


The MV US Listed Semiconductor 25 index represents the performance of the biggest US-listed companies in the semiconductor industry.
There will be no index changes for the December 2024 rebal event.
We expect a one-way flow of US$1.3bn for December 2024, which translates to a turnover of 5.4%.


[Quiddity Index] MarketVector US Semiconductor Index Dec24 Rebal Results: Flow Expectations

Taiwan Tech Focused Senior Analyst

Patrick Liao

<ul>
<li>Although the outlook for 1Q25 might be somewhat negative, we believe that it is a reasonably typical result.</li>
<li>We understand that MediaTek did not succeed in qualifying its Apple iPad and iWatch CPUs originally, but we believe it is now preparing for a re-qualification process.</li>
<li>Looking ahead to 2025, we anticipate a more favorable outlook for MediaTek.</li>
</ul>


Although the outlook for 1Q25 might be somewhat negative, we believe that it is a reasonably typical result.
We understand that MediaTek did not succeed in qualifying its Apple iPad and iWatch CPUs originally, but we believe it is now preparing for a re-qualification process.
Looking ahead to 2025, we anticipate a more favorable outlook for MediaTek.


MediaTek (2454.TT): D9400 Success Will Extend into 2025. Prepare to Re-Qualify IPad and IWatch.

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Samsung Display appoints new VP to lead strategic product realignment, driving focus on key areas.</li><li>BYD expands EV production in Europe, while Gotion aims for battery growth in Morocco and Slovakia.</li><li>Google unveils Gemini 2.0 and next-gen TPU Trillium, ushering in the era of AI agents; Morris Chang shares insights on Intel's leadership crisis. Samsung shifts 2,000 engineers to Pyeongtaek to tackle HBM hurdles.</li></ul>

Samsung Display appoints new VP to lead strategic product realignment, driving focus on key areas.BYD expands EV production in Europe, while Gotion aims for battery growth in Morocco and Slovakia.Google unveils Gemini 2.0 and next-gen TPU Trillium, ushering in the era of AI agents; Morris Chang shares insights on Intel's leadership crisis. Samsung shifts 2,000 engineers to Pyeongtaek to tackle HBM hurdles.

Tech Supply Chain Tracker (14-Dec-2024): Samsung: VP leads key unit, strategic realignment.

<ul><li>US increases tariffs on tungsten, wafers, and polysilicon in Section 301 Trade Action against China by Trade Representative, impacting global trade.</li><li>Challenges facing semiconductor industry highlighted by Intel and Microchip cases under CHIPS Act, affecting technological development.</li><li>Apple and Broadcom collaborate on custom AI chip, enhancing ASIC capabilities, while Tesla resumes search for showrooms in India. Xiaomi aims for premium market in India as smartphone sales slow.</li></ul>

US increases tariffs on tungsten, wafers, and polysilicon in Section 301 Trade Action against China by Trade Representative, impacting global trade.Challenges facing semiconductor industry highlighted by Intel and Microchip cases under CHIPS Act, affecting technological development.Apple and Broadcom collaborate on custom AI chip, enhancing ASIC capabilities, while Tesla resumes search for showrooms in India. Xiaomi aims for premium market in India as smartphone sales slow.

Tech Supply Chain Tracker (13-Dec-2024): US tariffs up on tungsten, wafers, polysilicon in Trade Action vs China

Taiwan

Taiwan Semiconductor Manufacturing Company Ltd. manufactures integrated circuits based on its proprietary designs.  The Company offers a comprehensive set of integrated circuit fabrication processes to manufacture CMOS logic, mixed-mode, volatile and non-volatile memory and BiCMOS chips.  Taiwan Semiconductor is an affiliate of Philips Electronics N.V.

TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM US)

TSMC (Taiwan Semiconductor Manufacturing) - ADR

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TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM US)

Intel. Laser Focus & No More Meaningless Life-Time Value Foundry Deal Updates

Laser focus, transparency & adopting a "say do" approach to measuring success will be the new Intel. No more meaningless LDV updates on IFS. DC...

William Keating

[Quiddity Index] MarketVector US Semiconductor Index Dec24 Rebal Results: Flow Expectations

The MarketVectors US Semiconductor Index rebal was announced last Friday. There are no changes but capping leads to US$1.3bn of one-way flow on 20...

Travis Lundy

MediaTek (2454.TT): D9400 Success Will Extend into 2025. Prepare to Re-Qualify IPad and IWatch.

Despite setbacks with Apple products, MediaTek is expected to see a more positive outlook in 2025 after a typical 1Q25 dip.

Patrick Liao

Tech Supply Chain Tracker (14-Dec-2024): Samsung: VP leads key unit, strategic realignment.

Samsung Display appoints new VP for strategic realignment, BYD and Gotion expand EV and battery production, Google reveals Gemini 2.0 and TPU...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (13-Dec-2024): US tariffs up on tungsten, wafers, polysilicon in Trade Action vs China

US raises tariffs on specific materials from China, Intel and Microchip cases test CHIPS Act, Apple and Broadcom team up on AI chip, Tesla...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Intel. Laser Focus & No More Meaningless Life-Time Value Foundry Deal Updates

Laser focus, transparency & adopting a "say do" approach to measuring success will be the new Intel. No more meaningless LDV updates on IFS. DC...

William Keating

[Quiddity Index] MarketVector US Semiconductor Index Dec24 Rebal Results: Flow Expectations

The MarketVectors US Semiconductor Index rebal was announced last Friday. There are no changes but capping leads to US$1.3bn of one-way flow on 20...

Travis Lundy

MediaTek (2454.TT): D9400 Success Will Extend into 2025. Prepare to Re-Qualify IPad and IWatch.

​Despite setbacks with Apple products, MediaTek is expected to see a more positive outlook in 2025 after a typical 1Q25 dip.

Patrick Liao

Tech Supply Chain Tracker (14-Dec-2024): Samsung: VP leads key unit, strategic realignment.

Samsung Display appoints new VP for strategic realignment, BYD and Gotion expand EV and battery production, Google reveals Gemini 2.0 and TPU...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (13-Dec-2024): US tariffs up on tungsten, wafers, polysilicon in Trade Action vs China

US raises tariffs on specific materials from China, Intel and Microchip cases test CHIPS Act, Apple and Broadcom team up on AI chip, Tesla...

Tech Supply Chain Tracker

Despite setbacks with Apple products, MediaTek is expected to see a more positive outlook in 2025 after a typical 1Q25 dip.