Ian Ing

In a report published Tuesday, MKM Partners analyst Ian Ing argued that any near-term weakness in Radio Frequency (RF) names represents a buying opportunity as RF names remain a relative value, trading at a discounted multiple to the S&P 500. "While we agree with consensus opinion that...

MKM Partners downgraded Xilinx, Inc. (NASDAQ: XLNX) Monday from Buy to Neutral and maintained a $45 price target. Analyst Ian Ing noted that the stock had "rallied in sympathy the last hour of Friday trading following reports" that Intel Corporation (NASDAQ: INTC) was in talks to...

In a report published Monday, MKM Partners' Executive Director Ian Ing previewed the 6th Open Compute Platform Conference (OCP VI). It will be held Tuesday in San Jose and led by Facebook Inc (NASDAQ: FB). The conference "is focused on open standards and longer term breakthroughs to...

Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) surged more than 5 percent Monday amid a rumor that China’s BLX IC Design Corp is interested in acquiring the company. BLX was founded in 2002 and opened a Beijing-based computing client development center with AMD in 2003. Commenting...

Texas Instruments Incorporated's (NASDAQ: TXN) third-quarter earnings beat might make it appear immune from weakness in the semiconductor industry, but analysts say the company could still catch a cold. "We question if its immunity will persist," Deutsche Bank's Ross Seymore...

In a note published Wednesday morning, MKM Partners analyst Ian Ing initiated coverage of RF Micro Devices, Inc. (NASDAQ: RFMD) with a Buy rating and $15 price target. Ing said RF Micro Devices is a beneficiary of the "golden age" of RF. Specifically, Ing is looking for the company to...

In a note released Wednesday morning, MKM Partners analyst Ian Ing initiated coverage of Skyworks Solutions Inc (NASDAQ: SWKS) with a Buy rating and a $68 price target. Ing listed three key factors driving his optimism for Skyworks: Panasonic FilterCo JV benefits to gross margin and...

Earlier Thursday, MKM analyst Ian Ing noted that continued strength from the analog end-markets in industrial and auto should benefit ON Semiconductor (NASDAQ: ONNN), which has 47 percent exposure to those markets. Ing noted that there may be some relative weakness in smartphone exposure during...