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

COVID-19: Alternative Data Update, China Close To Normal While Other Global Cities Grind To A Halt

Covid-19 - We Identify Some Opportunities in Markets - Inteqres Review

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)

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

Traffic congestion levels across China's ten largest cities increased to just 1.6% below normal in the past week. Six of the ten cities are now registering above normal congestion levels, most notably Shenzhen and Chongqing. Only Wuhan remains largely unchanged at remarkably consistent ~40% below normal. Just as China returns to normal, major capital cities worldwide are now showing even greater than Wuhan-level reductions in congestion. Milan, Rome, Madrid, Paris, Dublin, New York and San Francisco are all registering around 50% or greater reductions. Remarkably, Munich, Berlin, London and Sydney are all showing far less reductions in their congestion levels, the latter being just 7.4% below normal for the week. Singapore and Hong Kong changed places last week with congestion levels falling in Singapore to 34.8% below normal, up from 22.8% the previous week, while Hong Kong levels increased from 27% below normal to just 22% below normal. Separately, Spain, France and Germany are all showing alarming signs of following in Italy's footsteps. All three countries continue to report cumulative numbers of fatalities which are doubling every 3-4 days.

Traffic congestion levels across China's ten largest cities increased to just 1.6% below normal in the past week. Six of the ten cities are now registering above normal congestion levels, most notably Shenzhen and Chongqing. Only Wuhan remains largely unchanged at remarkably consistent ~40% below normal. Just as China returns to normal, major capital cities worldwide are now showing even greater than Wuhan-level reductions in congestion. Milan, Rome, Madrid, Paris, Dublin, New York and San Francisco are all registering around 50% or greater reductions. Remarkably, Munich, Berlin, London and Sydney are all showing far less reductions in their congestion levels, the latter being just 7.4% below normal for the week. Singapore and Hong Kong changed places last week with congestion levels falling in Singapore to 34.8% below normal, up from 22.8% the previous week, while Hong Kong levels increased from 27% below normal to just 22% below normal. Separately, Spain, France and Germany are all showing alarming signs of following in Italy's footsteps. All three countries continue to report cumulative numbers of fatalities which are doubling every 3-4 days. 

COVID-19. Alternative Data Update: China, Except Wuhan, Back To Normal, RoW Rushes To Lockdown