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. What The Market Is Missing, For Now.

Intel's Preemptive Strike Against Trade Tariffs

Micron. Modeling DRAM Through The Lens Of A Looming Price Correction

Semiconductor Memory DRAM Supply, Demand Pricing Review Q2 2018

Semiconductor Storage NAND Flash Supply, Demand & Pricing Review Q2 2018

2019: A Zero-Margin Year for Memory Chips

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

From analyst downgrades to Chinese court injunctions to the high-profile split with <a href="https://www.smartkarma.com/entities/16764" target="_blank" data-smartkarma-citation="entities:16764:1">Intel</a>, <a href="https://www.smartkarma.com/entities/13382" target="_blank" data-smartkarma-citation="entities:13382:1">Micron</a> has encountered a plethora of negative catalysts over the course of the past three months which have seen the company's share price fall by almost one third. Ironically, things have rarely looked better for the company.An executive leadership dream-team, increasing technology leadership, impressive cost reductions and a recently announced $10 billion share buyback scheme are just some of the many things Micron has going for it at present. While concerns grow about the propensity for both DRAM and NAND prices to fall, we believe that price reductions will be moderate, not catastrophic. Furthermore, we believe Micron has never been better prepared to handle the stormy waters of a fluid pricing environment.With a weather eye on Micron's fourth quarter earnings report due on September 20'th next, we present our review of the relevant facts regarding Micron's technologies and strategies as well as the broader memory and storage sectors. At the same time, we analyse in detail some of the key negative catalysts surrounding the company and argue the case that many, if not all of them, are more fiction than fact.

From analyst downgrades to Chinese court injunctions to the high-profile split with Intel, Micron has encountered a plethora of negative catalysts over the course of the past three months which have seen the company's share price fall by almost one third. Ironically, things have rarely looked better for the company.An executive leadership dream-team, increasing technology leadership, impressive cost reductions and a recently announced $10 billion share buyback scheme are just some of the many things Micron has going for it at present. While concerns grow about the propensity for both DRAM and NAND prices to fall, we believe that price reductions will be moderate, not catastrophic. Furthermore, we believe Micron has never been better prepared to handle the stormy waters of a fluid pricing environment.With a weather eye on Micron's fourth quarter earnings report due on September 20'th next, we present our review of the relevant facts regarding Micron's technologies and strategies as well as the broader memory and storage sectors. At the same time, we analyse in detail some of the key negative catalysts surrounding the company and argue the case that many, if not all of them, are more fiction than fact.   

Micron Technology

Micron. Separating Fact From Fiction