William Keating
Semiconductor & Technology Specialist

Location: Hong Kong

Joined: 11 August 2017

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Information Technology • Equities • Thematic (Sector/Industry)

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bearish•Thematic (Sector/Industry)•31 Mar 2023 12:48

Intel's Data Center & AI Investor Webinar Key Takeaways

Intel has lost its competitive edge to AMD on the server side. Regaining that leadership will require home runs on both Granite Rapids and Intel 3...

William Keating

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bearish•Thematic (Sector/Industry)•29 Mar 2023 11:19

Micron Calls FY23Q2 Trough But More Pain Still To Come

On the FY23Q2 earnings call last night, Micron pegged it as their trough quarter while taking a $1.4 billion hit on inventory write-down. A further...

William Keating

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bullish•Thematic (Sector/Industry)•23 Mar 2023 11:56

Anatomy Of A Semiconductor Downturn

The current semiconductor downturn is largely attributable to the reversion of PC and Smartphone unit shipments to their pre-pandemic norms. We...

William Keating

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bearish•Thematic (Sector/Industry)•22 Mar 2023 16:58

Intel's GPU Guru Departs. Very Abruptly.

Intel's GPU/DPU data center roadmap was already "simplified" in back in January. Will what remains survive the ongoing cuts across the company?

William Keating

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bearish•Thematic (Sector/Industry)•22 Mar 2023 11:19

Intel Foundry Chief Announcement Spells Trouble For The Tower Semi Acquisition

Waiting >3 months to finally fill the role with an obvious in-situ candidate strongly suggests that the original plan has fallen apart. We think...

William Keating

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Summary

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. D...

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