Semiconductor & Technology Specialist, Ingenuity

William Keating

Dr. William Keating is a highly experienced senior executive with over 25 years experience in the IT/Semiconductor Industry. The majority of Dr. Keating's career was spent at Intel Corporation where he held senior leadership positions in Europe, the US and Asia from 1992 through 2014. He served as Intel's IT Director for APAC, China & Japan from 2005 through 2014 when he was based in Hong Kong and was responsible for the IT systems (Infrastructure, Networks, Data Centres, ERP, Sales & Marketing systems, Business Intelligence etc. ) for all of Intel's offices & factories through the region. From 1998 through 2005, he was the founder & director of an internal IT Consulting Organisation (IT Flex Services), a 500-person team which remains a core part of the Intel IT Organisation to this day. Dr. Keating's first 6 years at Intel were spent in charge of the Factory Automation Systems (Robotics, Databases, Networks, Servers, Clients etc.) supporting Intel's then state-of-the-art 200mm factory network. Since leaving Intel in 2014, Dr Keating established his own Technology Research & Consulting Company (www.ingenuity.hk) where he focuses on the products, roadmaps & technologies of companies such as Intel, AMD, Samsung, Apple, Micron- as well as the key equipment suppliers to those companies e.g. ASML, AMAT, Canon, Nikon etc. Dr. Keating specializes in niche topics of high significance within the semiconductor industry. These include the future of Moore's Law and in particular the significance of Lithography in maintaining Moore's Law (EUV, SDA, NanoImprint), the role & growth of the GPU in specialised applications such as Deep Learning (Neural Networks) for Voice, Image & Pattern recognition at companies such as Facebook, Google & Baidu. He also holds regular discussions on the future of memory, in particular the rise of 3D NAND and the emergence of new memory technologies such as 3D Xpoint.

Semiconductor & Technology Specialist

Intel's Truly Bizarre Demo @ Computex 2018

Intel's Next CEO May Be Google Cloud's Ex-COO

AMD's Latest Earnings. Deja Vu All Over Again

Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In

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)

Colombia Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<p>2017 marked an important milestone in <a href="https://www.smartkarma.com/entities/19009" target="_blank" data-smartkarma-citation="entities:19009:1">Advanced Micro Devices</a>'s resurgence on the back of its much-hyped zen-based microprocessor launches for the desktop, mobile and server markets. Inspired by AMD's marketing engine, investors began to anticipate the long-hoped-for return of some serious competition to Intel in both client and server markets. Consequently, the company's share price surged from around $3 to just over $15 in March 2017 some weeks after the first of those processors, the desktop Ryzen 7 CPU was launched. Throughout the year, multiple launches followed as promised. Product reviews ranged from mildly favorable to wildly enthusiastic, largely based on higher core counts at significantly lower price points in many cases. AMD's share price was turbulent as the launches continued and the analysts digested the impact they were having. While the company saw a welcome return to profitability for fiscal 2017, its first time since 2011, little else has changed with just marginal share gains over <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel</a> in both client and server. Now, as AMD's zen-based product lineup enters its second year, the company's latest earnings report delivered better than expected results and a significant uplift in the full-year revenue forecast. Furthermore, with Intel delaying volume ramp on its 10nm process yet again as we discussed here, <a href="https://www.smartkarma.com/insights/intel-s-10nm-nightmare" target="_blank" data-smartkarma-citation="insights:19761">Intel's 10nm Nightmare</a>, AMD has been gifted a window of opportunity that makes its mid-term goal of taking 10% server market share seem distinctly plausible.  </p>

2017 marked an important milestone in Advanced Micro Devices's resurgence on the back of its much-hyped zen-based microprocessor launches for the desktop, mobile and server markets. Inspired by AMD's marketing engine, investors began to anticipate the long-hoped-for return of some serious competition to Intel in both client and server markets. Consequently, the company's share price surged from around $3 to just over $15 in March 2017 some weeks after the first of those processors, the desktop Ryzen 7 CPU was launched. Throughout the year, multiple launches followed as promised. Product reviews ranged from mildly favorable to wildly enthusiastic, largely based on higher core counts at significantly lower price points in many cases. AMD's share price was turbulent as the launches continued and the analysts digested the impact they were having. While the company saw a welcome return to profitability for fiscal 2017, its first time since 2011, little else has changed with just marginal share gains over Intel in both client and server. Now, as AMD's zen-based product lineup enters its second year, the company's latest earnings report delivered better than expected results and a significant uplift in the full-year revenue forecast. Furthermore, with Intel delaying volume ramp on its 10nm process yet again as we discussed here, Intel's 10nm Nightmare, AMD has been gifted a window of opportunity that makes its mid-term goal of taking 10% server market share seem distinctly plausible.  

AMD Sets Its Sights On Intel's Datacenter Market.

Semiconductors and Semiconductor Equipment

AMD Sets Its Sights On Intel's Datacenter Market.