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

ASML 2Q25 Conf Call: Trying to Clear Doubts on EUV Growth and China Demand – Short Update

Semi Key Indicators Q2 2025: PC, Smartphone Unit Shipments, Global Semi & WFE Sales All Looking Good

Taiwan Tech Weekly: Mediatek Reportedly Bests Broadcom for Meta Custom Chip Win; Semi Key Indicators

ASML 2Q25 Beat but the Steep Slowdown in 2H25 Is Confirmed, It Will Most Likely Extend to 1H26

No More High N.A. EUV (ASML Next Gen)? Not Accurate. High N.A. Will Come, but Slowly: 2028-29

ASML Downgrades, Semi Production Equipment Demand

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>ASML today reported second quarter revenues of €7.7 billion, bang at the top of the guided range, flat QoQ and up 23% YoY</li>
<li>Guided 2025 at 15% growth (~€35 billion), a big step up in confidence from the €30-€35 billion range given last quarter</li>
<li>Comments regarding uncertainty about 2026 outlook and tariff impacts likely led to the &gt;7% sell off currently happening in pre-market trading.</li>
</ul>


ASML today reported second quarter revenues of €7.7 billion, bang at the top of the guided range, flat QoQ and up 23% YoY
Guided 2025 at 15% growth (~€35 billion), a big step up in confidence from the €30-€35 billion range given last quarter
Comments regarding uncertainty about 2026 outlook and tariff impacts likely led to the &gt;7% sell off currently happening in pre-market trading.


ASML第2四半期決算。堅調な業績、2025年には15%の成長を予測、市場前決算では7%の下落。しかし、その理由は？

ASML Holding NV

ASML第2四半期決算。堅調な業績、2025年には15%の成長を予測、市場前決算では7%の下落。しかし、その理由は？