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

Micron's Updated Earnings Forecast Highlights Continued Strength Of Memory Sector

Micron Surges On Revised Guidance, QLC NAND, Share Buyback At Investor Day

Micron Investor Day 2018- What You Really Need To Know

Learnings From The History Of Memory Part 3- The Amazing Resurgence of NOR Flash

Intel Q3 2017 Earnings -$2 Billion NAND Prepayments Bodes Well for Memory Business

A Brief Analysis Of The Latest Emerging & Speciality Memory Technologies

Learnings From The History Of Memory Part 5-  China's NAND Flash Mega-Billions Gamble

Learnings From The History of Memory Part 4- The Insatiable Demand For NAND Flash

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>On the sidelines of the Consumer Electronics Show (CES) in Las Vegas this week, overshadowed (deliberately?) by the hype and extravaganza that has come to epitomize the annual event, <a href="https://www.smartkarma.com/entities/13382" target="_blank" data-smartkarma-citation="entities:13382:1">Micron Technology Inc (MU US)</a>  and <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel Corp (INTC US)</a> quietly announced that they will be parting ways when it comes to the development of future generations of 3D NAND. The move is interesting one and not immediately intuitive at first glance. The Intel-Micron memory partnership is rooted in history and is generally perceived to have a highly successful venture for both parties. However, like many technology partnerships, it has not been all plain sailing and this latest announcement marks a new chapter in that relationship. Contrary to popular opinion, we view this development as a positive one for both parties and a reinforcement of the technological value they have jointly created over the past decade. In this Insight, we examine the history of the Intel/Micron partnership, tease out the complexities surrounding this change in direction and present our thesis as to why this is a positive outcome.  </p>

On the sidelines of the Consumer Electronics Show (CES) in Las Vegas this week, overshadowed (deliberately?) by the hype and extravaganza that has come to epitomize the annual event, Micron Technology Inc (MU US)  and Intel Corp (INTC US) quietly announced that they will be parting ways when it comes to the development of future generations of 3D NAND. The move is interesting one and not immediately intuitive at first glance. The Intel-Micron memory partnership is rooted in history and is generally perceived to have a highly successful venture for both parties. However, like many technology partnerships, it has not been all plain sailing and this latest announcement marks a new chapter in that relationship. Contrary to popular opinion, we view this development as a positive one for both parties and a reinforcement of the technological value they have jointly created over the past decade. In this Insight, we examine the history of the Intel/Micron partnership, tease out the complexities surrounding this change in direction and present our thesis as to why this is a positive outcome.  

Intel To Micron- So Long & Thanks For All The Memories!