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

Semiconductor Wafer Fab Equipment Sector Review, Outlook Q2 2018

TSMC May Have Another New Customer. Intel.

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

AMD Sets Its Sights On Intel's Datacenter Market.

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)

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

<p>In a surprise announcement on August 27'th, GlobalFoundries (GF) new CEO Thomas Caulfield announced that the company was putting its planned 7nm process node development on hold "indefinitely". Shortly thereafter, <a href="https://www.smartkarma.com/entities/19009" target="_blank" data-smartkarma-citation="entities:19009:1">Advanced Micro Devices</a> announced that it would focus on <a href="https://www.smartkarma.com/entities/11230" target="_blank" data-smartkarma-citation="entities:11230:1">Taiwan Semiconductor</a> for "the breadth of our 7nm product portfolio on TSMC’s industry-leading 7nm process". We view these developments as equally positive for both TSMC and AMD. While AMD had already announced that they were taping out their second-generation server CPU processors on TSMC's 7nm process, this latest development removes any doubt as to which foundry they would ultimately use for their critical volume ramp. By the same token, this development is an endorsement of TSMC's 7nm process leadership and, if our projections for AMD's server market share gains come to fruition, AMD could become the company's second largest customer after Apple by 2020 contributing revenues of ~$3billion.</p>

In a surprise announcement on August 27'th, GlobalFoundries (GF) new CEO Thomas Caulfield announced that the company was putting its planned 7nm process node development on hold "indefinitely". Shortly thereafter, Advanced Micro Devices announced that it would focus on Taiwan Semiconductor for "the breadth of our 7nm product portfolio on TSMC’s industry-leading 7nm process". We view these developments as equally positive for both TSMC and AMD. While AMD had already announced that they were taping out their second-generation server CPU processors on TSMC's 7nm process, this latest development removes any doubt as to which foundry they would ultimately use for their critical volume ramp. By the same token, this development is an endorsement of TSMC's 7nm process leadership and, if our projections for AMD's server market share gains come to fruition, AMD could become the company's second largest customer after Apple by 2020 contributing revenues of ~$3billion.

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

GlobalFoundries, 7nm 공정 중단 및 TSMC에 AMD와 Apple 규모 고객 제공