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

Intel's Potential $720 Million Holiday Season Gift To AMD

Semiconductors. Is the Bubble About To Burst?

Micron. What The Market Is Missing, For Now.

GlobalFoundries Pulls The Plug on 7nm & Gifts TSMC An Apple-Size Customer With AMD

AMD, Intel And The Spectre Of A Looming Opteron-Style Meltdown

Intel's Data-Centric Innovation Summit- An Impressive Status Quo With One Small Problem

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><a href="https://www.smartkarma.com/entities/11230" target="_blank" data-smartkarma-citation="entities:11230:1">Taiwan Semiconductor</a> has a 56% share of the global semiconductor foundry market making it more than five times larger than its nearest competitor, GlobalFoundries. In recent years, TSMC has outpaced all of its competitors and most significantly, Intel, with the pace of its introduction and ramp of new process node technologies. With the retirement of iconic CEO and founder Morris Chang earlier this year at the age of 87,  speculation was rife about the future of the company given the extraordinary role he had played in its success. However, two recent events signal a significant boost in the company's prospects. Firstly, they will now be the sole foundry for <a href="https://www.smartkarma.com/entities/19009" target="_blank" data-smartkarma-citation="entities:19009:1">Advanced Micro Devices</a>'s second-generation EPYC server processors, a business we think could make AMD their second-biggest customer after Apple by 2020. Secondly, we understand Intel has recently turned to TSMC to help manufacture chipsets which it cannot supply itself due to capacity limitations on its 14nm process. These are two highly significant wins for TSMC, ones we believe will result in the company continuing to outperform its peers in the semiconductor foundry sector for the foreseeable future. </p>

Taiwan Semiconductor has a 56% share of the global semiconductor foundry market making it more than five times larger than its nearest competitor, GlobalFoundries. In recent years, TSMC has outpaced all of its competitors and most significantly, Intel, with the pace of its introduction and ramp of new process node technologies. With the retirement of iconic CEO and founder Morris Chang earlier this year at the age of 87,  speculation was rife about the future of the company given the extraordinary role he had played in its success. However, two recent events signal a significant boost in the company's prospects. Firstly, they will now be the sole foundry for Advanced Micro Devices's second-generation EPYC server processors, a business we think could make AMD their second-biggest customer after Apple by 2020. Secondly, we understand Intel has recently turned to TSMC to help manufacture chipsets which it cannot supply itself due to capacity limitations on its 14nm process. These are two highly significant wins for TSMC, ones we believe will result in the company continuing to outperform its peers in the semiconductor foundry sector for the foreseeable future. 

TSMC May Have Another New Customer. Intel.