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

Autonomous Driving- Intel's Mega-Billions Gamble

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><a href="https://www.smartkarma.com/entities/5891" target="_blank" data-smartkarma-citation="entities:5891:1">Nvidia</a>'s automotive business has risen like a veritable phoenix from the ashes of what was supposed to be the company's next big thing five years ago, mobile processors for smartphones and tablets. While those Tegra processors found little traction where they were initially targeted, they were ideally suited to the automotive market and quickly racked up design wins as the basis for a new generation of advanced Infotainment systems. In that sense, NVIDIA's entry point to automotive was identical to its arch-competitor <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel</a>. That's where the similarities end, however. While Intel has invested heavily in autonomous driving companies, most notably its $15 billion acquisition of MobilEye, NVIDIA has single-handedly put together an entire self-driving ecosystem complete with an impressive array of partners from leading auto OEM's to mapping companies-all without making a single acquisition. That automotive business brought in revenues of $558 million in 2017, an increase of 15% on the previous year, and now represents one of the critical pillars for the company's future growth. </p><p>In this Insight, we examine the rise of NVIDIA's automotive ambitions from its initial offering of the Tegra processor for Infotainment systems to today's full-suite of autonomous driving capabilities and associated ecosystem. We review the strategies and partnerships which the company has established and contrast its approach with that of arch-rival Intel. By virtue of the fact that it has accomplished so much without a single acquisition, we find NVIDIA perfectly poised for future success in autonomous driving. </p>

Nvidia's automotive business has risen like a veritable phoenix from the ashes of what was supposed to be the company's next big thing five years ago, mobile processors for smartphones and tablets. While those Tegra processors found little traction where they were initially targeted, they were ideally suited to the automotive market and quickly racked up design wins as the basis for a new generation of advanced Infotainment systems. In that sense, NVIDIA's entry point to automotive was identical to its arch-competitor Intel. That's where the similarities end, however. While Intel has invested heavily in autonomous driving companies, most notably its $15 billion acquisition of MobilEye, NVIDIA has single-handedly put together an entire self-driving ecosystem complete with an impressive array of partners from leading auto OEM's to mapping companies-all without making a single acquisition. That automotive business brought in revenues of $558 million in 2017, an increase of 15% on the previous year, and now represents one of the critical pillars for the company's future growth. In this Insight, we examine the rise of NVIDIA's automotive ambitions from its initial offering of the Tegra processor for Infotainment systems to today's full-suite of autonomous driving capabilities and associated ecosystem. We review the strategies and partnerships which the company has established and contrast its approach with that of arch-rival Intel. By virtue of the fact that it has accomplished so much without a single acquisition, we find NVIDIA perfectly poised for future success in autonomous driving. 

Autonomous Driving- NVIDIA Perfectly Poised For Success