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

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

Tesla. SEC Contempt Filing & Ludicrous Autopilot Claims Engulf Delusional Musk

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

Tesla Motors Inc. – For Whom the Bell Tolls

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

California highway patrol officers had to think outside the rule book in the early hours of December 1'st when they encountered a <a href="https://www.smartkarma.com/entities/20279" target="_blank" data-smartkarma-citation="entities:20279:1">Tesla</a> Model S travelling at seventy mph with the driver asleep at the wheel and unresponsive to their instructions for him to pull over. Luckily, they managed to bring the Tesla to a safe stop by driving in front of the vehicle and slowing down their patrol car with the Tesla dutifully following suit. The driver, when finally roused from his sleep, was arrested and charged with drunk-driving. This latest incident highlights yet again concerns we have previously raised regarding Tesla Autopilot, its design, implementation and the simplicity with which it can be abused outside of its intended scope of operation. It also raises new questions about Autopilot design which is supposed to bring the vehicle to a safe stop when the driver's hands are not detected on the steering wheel within a specified period of time. Furthermore, this incident is a stark reminder of the legal conundrums and challenges raised by autonomous driving.  With the number of Tesla automobiles on the road now increasing by over 50,000 per quarter,  the frequency of bizarre and dangerous incidents like this will likely increase significantly unless definitive action is taken. For now, Tesla is literally sleep-driving into a dystopian future where autonomous cars are hurtling down our roads with sleeping, drunken or otherwise incapacitated occupants, forcing law-enforcement officers to second-guess their algorithms in order to intercept, stop and prevent them from killing either or both themselves or fellow road users.

California highway patrol officers had to think outside the rule book in the early hours of December 1'st when they encountered a Tesla Model S travelling at seventy mph with the driver asleep at the wheel and unresponsive to their instructions for him to pull over. Luckily, they managed to bring the Tesla to a safe stop by driving in front of the vehicle and slowing down their patrol car with the Tesla dutifully following suit. The driver, when finally roused from his sleep, was arrested and charged with drunk-driving. This latest incident highlights yet again concerns we have previously raised regarding Tesla Autopilot, its design, implementation and the simplicity with which it can be abused outside of its intended scope of operation. It also raises new questions about Autopilot design which is supposed to bring the vehicle to a safe stop when the driver's hands are not detected on the steering wheel within a specified period of time. Furthermore, this incident is a stark reminder of the legal conundrums and challenges raised by autonomous driving.  With the number of Tesla automobiles on the road now increasing by over 50,000 per quarter,  the frequency of bizarre and dangerous incidents like this will likely increase significantly unless definitive action is taken. For now, Tesla is literally sleep-driving into a dystopian future where autonomous cars are hurtling down our roads with sleeping, drunken or otherwise incapacitated occupants, forcing law-enforcement officers to second-guess their algorithms in order to intercept, stop and prevent them from killing either or both themselves or fellow road users.   

Tesla. Sleepdriving Into A Dystopian Future