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

Salesforce @ BOFA Global Tech Conference 2026. Executive Summary & Full Transcript

Salesforce (CRM US) - 2QFY27 Review: Robust Bookings Growth on Strong AI Momentum

Salesforce Q1 FY2027. Raising Debt For Massive Buybacks: Confidence Or Delusion?

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

<ul>
<li>Salesforce reported Q2 FY 2027 revenue of $11.345 billion, up 11% YoY in constant currency, at the high end of the previously guided range. </li>
<li>Cloudforce, a partnership between Anthropic &amp; Salesforce, integrates Claude into Salesforce and vice versa. Basically, Claude becomes the new user interface for Salesforce, as long as you upgrade to premium</li>
<li>Benioff is betting big on Cloudforce unlocking previously unheard of value from customers's underlying Salesforce data <em><strong>and</strong></em> that they will pay handsomely for this privilege. Let's see... </li>
</ul>


Salesforce reported Q2 FY 2027 revenue of $11.345 billion, up 11% YoY in constant currency, at the high end of the previously guided range. 
Cloudforce, a partnership between Anthropic &amp; Salesforce, integrates Claude into Salesforce and vice versa. Basically, Claude becomes the new user interface for Salesforce, as long as you upgrade to premium
Benioff is betting big on Cloudforce unlocking previously unheard of value from customers's underlying Salesforce data and that they will pay handsomely for this privilege. Let's see... 


Salesforce Opens The AI Floodgates With Cloudforce. But Why?

Salesforce.Com Inc

Salesforce Opens The AI Floodgates With Cloudforce. But Why?