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

Tesla. Sleepdriving Into A Dystopian Future

Autonomous Driving. Waymo Leading The Charge With Ten Million Miles Driven And Counting

Tesla--The Struggle to Stay Afloat in 2019

Tesla--SEC Sues Musk for Fraud and Wants Him Removed as CEO; This Emboldens Class-Action Suits

Tesla's Autopilot 3.0 Hardware - The Delusion May Be Dawning

Tesla--Musk Smoked Marijuana on Camera & The Implications for Q3 Profitability Goals

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

<a href="https://www.smartkarma.com/entities/20279" target="_blank" data-smartkarma-citation="entities:20279:1">Tesla</a>'s Autopilot has long been a controversial topic. From fatal accidents with Autopilot engaged to the foolish antics of certain Tesla drivers (including CEO Elon Musk) deliberately ignoring the limitations of the system, little else in the world of autonomous driving has captured the imagination and attention of the driving public to the extent that Tesla Autopilot has managed to do. The next generation of Autopilot, termed Full Self-Driving (FSD), has been available as an optional extra for all new Tesla customers on the company's website since October 2016 at a cost of $3,000. The only catch it that over two years later, FSD still isn't ready.In the interim, the company agreed to settle a class-action lawsuit by Tesla owners who paid $5000 upfront for the company's Enhanced Autopilot option and were aggrieved by its failure to materialise in a timely manner. Now, Tesla has completely removed FSD as an option from its website, triggering much speculation about its future prospects. At the same time, the long-promised US coast-to-coast FSD demonstration remains a dim and distant prospect.  Tesla Autopilot incorporates some excellent technology and earned the company second place in a recent Consumer Report review of Level 2.0 driving assistance systems on the market today. However, Tesla's decision to drop the FSD option from its website and notable recent lack of enthusiasm for their coast-to-coast marketing stunt are clear signs that Tesla's delusion of FSD may have reached the end of the road and reality is finally dawning.

Tesla's Autopilot has long been a controversial topic. From fatal accidents with Autopilot engaged to the foolish antics of certain Tesla drivers (including CEO Elon Musk) deliberately ignoring the limitations of the system, little else in the world of autonomous driving has captured the imagination and attention of the driving public to the extent that Tesla Autopilot has managed to do. The next generation of Autopilot, termed Full Self-Driving (FSD), has been available as an optional extra for all new Tesla customers on the company's website since October 2016 at a cost of $3,000. The only catch it that over two years later, FSD still isn't ready.In the interim, the company agreed to settle a class-action lawsuit by Tesla owners who paid $5000 upfront for the company's Enhanced Autopilot option and were aggrieved by its failure to materialise in a timely manner. Now, Tesla has completely removed FSD as an option from its website, triggering much speculation about its future prospects. At the same time, the long-promised US coast-to-coast FSD demonstration remains a dim and distant prospect.  Tesla Autopilot incorporates some excellent technology and earned the company second place in a recent Consumer Report review of Level 2.0 driving assistance systems on the market today. However, Tesla's decision to drop the FSD option from its website and notable recent lack of enthusiasm for their coast-to-coast marketing stunt are clear signs that Tesla's delusion of FSD may have reached the end of the road and reality is finally dawning. 

Tesla Quietly Drops Its Delusional Full Self-Driving Option As Reality May Finally Be Dawning