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

WSTS Reports June Semis: Lessens M/M Decline by Restating May

Semiconductors in April: COVID Impact Still Small

Semiconductor Bellwethers ASML & TSMC Set The Stage For A Critical Earnings Season.

COVID-19 & Semiconductors: Profit Warnings Piling Up Ahead Of Earnings.

Why Is Samsung Electronics Underperforming? ("No Trade Unions Until He Has Dirt Over His Eyes")

TSMC's Curious Decision To Build A Fab In The US Is Largely A Box-Ticking Exercise.

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)

Hungary Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<p>First quarter combined revenues for the top ten Outsourced Semiconductor Assembly Test (OSAT) companies grew by 23.5% YoY to reach $5.9 billion. Sequentially, their revenues declined 7.4%, in line with normal seasonality. For the second quarter, the companies that provided forecasts anticipate revenues being down around 10% sequentially, well below what we would expect seasonally. As for the second half, most expressed optimism that the impacted sectors, namely automotive, industrial and communications would return to normal, albeit with all of the usual caveats around uncertainty related to the progress of the COVID-19 pandemic. </p><p>Separately there was good news for both global OSAT #1 player <a href="https://www.smartkarma.com/entities/advanced-semiconductor-engr" target="_blank" data-smartkarma-citation="entities:721:1" rel="noopener">Advanced Semiconductor Engr (2311 TT)</a> and #1 China player <a href="https://www.smartkarma.com/entities/jiangsu-changjiang-electronics-tech-co" target="_blank" data-smartkarma-citation="entities:8628:1" rel="noopener">Jiangsu Changjiang Electronics Tech Co (600584 CH)</a> during the  quarter with the former finally getting relief from China from the onerous conditions of its merger with <a href="https://www.smartkarma.com/entities/siliconware-precision-industries-adr" target="_blank" data-smartkarma-citation="entities:740:1" rel="noopener">Siliconware Precision Industries (Adr) (SPIL US)</a> and the latter turning a FY 2019 profit after  making a major loss the previous year. </p>

First quarter combined revenues for the top ten Outsourced Semiconductor Assembly Test (OSAT) companies grew by 23.5% YoY to reach $5.9 billion. Sequentially, their revenues declined 7.4%, in line with normal seasonality. For the second quarter, the companies that provided forecasts anticipate revenues being down around 10% sequentially, well below what we would expect seasonally. As for the second half, most expressed optimism that the impacted sectors, namely automotive, industrial and communications would return to normal, albeit with all of the usual caveats around uncertainty related to the progress of the COVID-19 pandemic. Separately there was good news for both global OSAT #1 player Advanced Semiconductor Engr (2311 TT) and #1 China player Jiangsu Changjiang Electronics Tech Co (600584 CH) during the  quarter with the former finally getting relief from China from the onerous conditions of its merger with Siliconware Precision Industries (Adr) (SPIL US) and the latter turning a FY 2019 profit after  making a major loss the previous year. 

Siliconware Precision Industries (Adr) (SPIL US)

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

半導体OSAT。第1四半期は好調、第2四半期は低調、2020年下半期の見通しは慎重、そしてASEとJCETには好ニュース