Magnachip Semiconductor(MX)株式概要マグナチップ・セミコンダクター・コーポレーションは、その子会社とともに、通信、モノのインターネット、民生、コンピューティング、産業、車載アプリケーション向けのアナログおよびミックスドシグナル半導体プラットフォームソリューションの設計、製造、供給を行っています。 詳細MX ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性5/6配当金0/6リスク分析US市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去5年間で収益は年間59.2%減少しました。 すべてのリスクチェックを見るMX Community Fair Values Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN8.0% undervaluedAnalystHighTarget•5mo agoHyundai Partnership And Power Focus Will Drive Long Term Earnings Recovery1601AN26.5% overvaluedAnalystLowTarget•4mo agoElectrification And AI Power Demand Will Face Long Headwinds Yet Eventually Support A Modest Recovery1002AN3.6% undervaluedAnalystConsensusTarget•9mo agoAdvanced Semiconductor Production Will Fuel Future Market Momentum56013Top Analyst NarrativesAN8.0% undervaluedAnalystHighTarget•5mo agoHyundai Partnership And Power Focus Will Drive Long Term Earnings Recovery1601AN26.5% overvaluedAnalystLowTarget•4mo agoElectrification And AI Power Demand Will Face Long Headwinds Yet Eventually Support A Modest Recovery1002AN3.6% undervaluedAnalystConsensusTarget•9mo agoAdvanced Semiconductor Production Will Fuel Future Market Momentum56013View all narrativesMagnachip Semiconductor Corporation 競合他社Blaize HoldingsSymbol: NasdaqGM:BZAIMarket cap: US$185.0mValens SemiconductorSymbol: NYSE:VLNMarket cap: US$280.1mGSI TechnologySymbol: NasdaqGS:GSITMarket cap: US$313.4mQuickLogicSymbol: NasdaqCM:QUIKMarket cap: US$317.6m価格と性能株価の高値、安値、推移の概要Magnachip Semiconductor過去の株価現在の株価US$5.0652週高値US$5.6452週安値US$2.18ベータ11ヶ月の変化50.60%3ヶ月変化82.01%1年変化29.74%3年間の変化-49.95%5年間の変化-78.36%IPOからの変化-63.88%最新ニュースお知らせ • May 04Magnachip Semiconductor Corporation, Annual General Meeting, Jun 11, 2026Magnachip Semiconductor Corporation, Annual General Meeting, Jun 11, 2026.お知らせ • Apr 29Magnachip Semiconductor Corporation Provides Consolidated Earnings Guidance for the Second Quarter of 2026Magnachip Semiconductor Corporation provided consolidated earnings guidance for the second quarter of 2026. For the quarter, the company expects consolidated revenue from continuing operations (which includes Power Analog Solutions and Power IC businesses) to be in the range of $44.5 million to $48.5 million, roughly flat sequentially and a decrease of 2.3% year-over-year at the mid-point.New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 61% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).お知らせ • Apr 23Magnachip Semiconductor Corporation Launches 8Th-Generation Ultra Low-Rss(On) 12V Batteryfet Designed for Smartphone Battery Power EfficiencyMagnachip Semiconductor Corporation announced the launch of two new 8th-generation Ultra Low-Ron 12V low-voltage (LV) MOSFETs designed for high-performance smartphone battery protection circuits (PCMs). These new products target next-generation smartphones, where ultra-fast charging and energy efficiency are increasingly critical, and represent an expansion of Magnachip’s product lineup, strengthening its competitiveness in the mobile battery protection FET market. One of them is in mass production and is currently being supplied to a major global smartphone manufacturer, having demonstrated proven performance and reliability. As smartphones incorporate advanced AI functionalities and increasingly high-performance applications, computational loads are rising, driving the importance of power efficiency and charging performance. As a result, MOSFETs used in battery protection circuits (PCMs) are required to deliver low on-resistance, high current density, and efficient performance within limited board space. In addition, the growing adoption of innovative form factors such as foldable and rollable devices further constrains circuit design space, increasing the importance of enhancing performance within the same footprint while reducing component count. The new products are designed as main switching devices in smartphone battery protection circuits (PCMs), performing critical functions such as overcharge and over-discharge protection, as well as charge and discharge current control. They offer two key advantages: First, by significantly reducing on-resistance within the same package size, the products minimize heat generation. The MDWC12D013PERH achieves more than a 50% improvement in on-resistance (Rss(on)) compared to Magnachip’s 7th-generation device of the same size, resulting in a temperature reduction of up to 10°C under identical test conditions. This reduced heat contributes to extended battery life and improved charging stability in smartphones. Second, enhanced current density and pin-to-pin compatibility enable replacement and integration within existing circuit designs, reducing PCB footprint and the number of FETs required, which helps reduce production costs. This allows manufacturers to utilize the saved space for larger battery capacity or slimmer device designs. The new products incorporate Magnachip’s 8th-generation technology, utilizing a high-density trench cell structure. They reduce specific on-resistance (Rsp) by approximately 48% and improve current density by approximately 185% compared to the previous generation, achieving RSS(on) Typ. below 1mO. Magnachip plans to introduce 22V Ultra Low-Ron products within the year, further expanding its LV MOSFET portfolio for high-performance mobile devices. At PCIM Europe 2026 in Nuremberg, Germany (Hall 6, Booth 337), Magnachip will showcase its power semiconductor solutions, including these new products. Magnachip’s New 8th-generation LV MOSFETs Product VSS [V] RSS(on) [mO] @VGS=3.8V Package (mm) Max. Typ. MDWS12D012PERH 12 1.2 0.9 WLCSP (3.20 x 1.95) MDWC12D013PERH 12 1.2 0.9 WLCSP (2.98 x 1.49).お知らせ • Apr 10Magnachip Semiconductor Corporation to Report Q1, 2026 Results on Apr 28, 2026Magnachip Semiconductor Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026お知らせ • Mar 30Magnachip Semiconductor Corporation Launches 8th-Generation 40V And 60V MV MOSFETs For Servers And High-Performance PCsMagnachip Semiconductor Corporation announced the launch of its new 8th-generation 40V and 60V Medium-Voltage (MV) MOSFETs, designed for server and high-performance PC power supply units. As power demand in the global server and data center market increases, power efficiency and power density have emerged as important factors for power semiconductor solutions used in servers and data center applications. With these new 8th-generation MV MOSFETs, Magnachip expands its solution offerings to simultaneously meet customers' efficiency and reliability requirements in the fast-growing server and high-performance computing (HPC) power supply market, further reinforcing its competitiveness in high-value-added power solutions. These new products are designed for use in the Synchronous Rectification (SR) stage of server and PC power systems. Incorporating Advanced SGT technology, the 40V products deliver up to 40% improvement in current density and approximately 25% faster switching speed compared to the previous generation, while the 60V products achieve up to 50% improvement in current density and 60% faster switching speed. In addition, fast anti-parallel diode technology is applied to rapidly dissipate residual current generated during switching, which can enhance overall system stability. The devices support a wide operating temperature range of up to 175°C, which enables stable performance even in high-temperature environments, and adopt a compact PDFN56 package to facilitate high-density and compact power designs. Built to meet JEDEC standards, these MOSFETs are designed for use not only in server and high-performance PC power supply units, but also in solar inverters and industrial power systems where high efficiency and reliability are important. Following the launch of the 0.7mO 40V product in May 2025, Magnachip is further strengthening its 8th-generation MV MOSFET portfolio with diverse voltage and RDS(on) options by introducing three additional products: 0.8mO 40V, 1.0mO 40V, and 1.05mO 60V devices. According to global market research firm Omdia, the global server and data center power supply market (Computing and Data Storage) is projected to grow from approximately $2,300 million in 2025 to $3,000 million in 2029, representing a compound annual growth rate (CAGR) of 7.4%. Through this expanded product lineup, Magnachip aims to further strengthen its technological competitiveness and market share in the rapidly growing power semiconductor market. At PCIM Europe 2026 in Nuremberg, Germany (Hall 6, Booth 337), Magnachip will present its latest MV MOSFET solutions, highlighting their role in enabling high-efficiency and high-density power systems. Magnachip’s Server/PSU MXT MV MOSFET Series Product VDS [V] RDS(on),max [mO] @ VGS=10V Vth typ. [V] Package MDU040N007PSLVRH 40 0.7 1.8 PDFN56 MDU040N008PSVRH 40 0.8 3.0 MDU040N010PSVRH 40 1.0 3.0 MDU060N010PSVRH 60 1.05 3.0.最新情報をもっと見るRecent updatesお知らせ • May 04Magnachip Semiconductor Corporation, Annual General Meeting, Jun 11, 2026Magnachip Semiconductor Corporation, Annual General Meeting, Jun 11, 2026.お知らせ • Apr 29Magnachip Semiconductor Corporation Provides Consolidated Earnings Guidance for the Second Quarter of 2026Magnachip Semiconductor Corporation provided consolidated earnings guidance for the second quarter of 2026. For the quarter, the company expects consolidated revenue from continuing operations (which includes Power Analog Solutions and Power IC businesses) to be in the range of $44.5 million to $48.5 million, roughly flat sequentially and a decrease of 2.3% year-over-year at the mid-point.New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 61% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).お知らせ • Apr 23Magnachip Semiconductor Corporation Launches 8Th-Generation Ultra Low-Rss(On) 12V Batteryfet Designed for Smartphone Battery Power EfficiencyMagnachip Semiconductor Corporation announced the launch of two new 8th-generation Ultra Low-Ron 12V low-voltage (LV) MOSFETs designed for high-performance smartphone battery protection circuits (PCMs). These new products target next-generation smartphones, where ultra-fast charging and energy efficiency are increasingly critical, and represent an expansion of Magnachip’s product lineup, strengthening its competitiveness in the mobile battery protection FET market. One of them is in mass production and is currently being supplied to a major global smartphone manufacturer, having demonstrated proven performance and reliability. As smartphones incorporate advanced AI functionalities and increasingly high-performance applications, computational loads are rising, driving the importance of power efficiency and charging performance. As a result, MOSFETs used in battery protection circuits (PCMs) are required to deliver low on-resistance, high current density, and efficient performance within limited board space. In addition, the growing adoption of innovative form factors such as foldable and rollable devices further constrains circuit design space, increasing the importance of enhancing performance within the same footprint while reducing component count. The new products are designed as main switching devices in smartphone battery protection circuits (PCMs), performing critical functions such as overcharge and over-discharge protection, as well as charge and discharge current control. They offer two key advantages: First, by significantly reducing on-resistance within the same package size, the products minimize heat generation. The MDWC12D013PERH achieves more than a 50% improvement in on-resistance (Rss(on)) compared to Magnachip’s 7th-generation device of the same size, resulting in a temperature reduction of up to 10°C under identical test conditions. This reduced heat contributes to extended battery life and improved charging stability in smartphones. Second, enhanced current density and pin-to-pin compatibility enable replacement and integration within existing circuit designs, reducing PCB footprint and the number of FETs required, which helps reduce production costs. This allows manufacturers to utilize the saved space for larger battery capacity or slimmer device designs. The new products incorporate Magnachip’s 8th-generation technology, utilizing a high-density trench cell structure. They reduce specific on-resistance (Rsp) by approximately 48% and improve current density by approximately 185% compared to the previous generation, achieving RSS(on) Typ. below 1mO. Magnachip plans to introduce 22V Ultra Low-Ron products within the year, further expanding its LV MOSFET portfolio for high-performance mobile devices. At PCIM Europe 2026 in Nuremberg, Germany (Hall 6, Booth 337), Magnachip will showcase its power semiconductor solutions, including these new products. Magnachip’s New 8th-generation LV MOSFETs Product VSS [V] RSS(on) [mO] @VGS=3.8V Package (mm) Max. Typ. MDWS12D012PERH 12 1.2 0.9 WLCSP (3.20 x 1.95) MDWC12D013PERH 12 1.2 0.9 WLCSP (2.98 x 1.49).お知らせ • Apr 10Magnachip Semiconductor Corporation to Report Q1, 2026 Results on Apr 28, 2026Magnachip Semiconductor Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026お知らせ • Mar 30Magnachip Semiconductor Corporation Launches 8th-Generation 40V And 60V MV MOSFETs For Servers And High-Performance PCsMagnachip Semiconductor Corporation announced the launch of its new 8th-generation 40V and 60V Medium-Voltage (MV) MOSFETs, designed for server and high-performance PC power supply units. As power demand in the global server and data center market increases, power efficiency and power density have emerged as important factors for power semiconductor solutions used in servers and data center applications. With these new 8th-generation MV MOSFETs, Magnachip expands its solution offerings to simultaneously meet customers' efficiency and reliability requirements in the fast-growing server and high-performance computing (HPC) power supply market, further reinforcing its competitiveness in high-value-added power solutions. These new products are designed for use in the Synchronous Rectification (SR) stage of server and PC power systems. Incorporating Advanced SGT technology, the 40V products deliver up to 40% improvement in current density and approximately 25% faster switching speed compared to the previous generation, while the 60V products achieve up to 50% improvement in current density and 60% faster switching speed. In addition, fast anti-parallel diode technology is applied to rapidly dissipate residual current generated during switching, which can enhance overall system stability. The devices support a wide operating temperature range of up to 175°C, which enables stable performance even in high-temperature environments, and adopt a compact PDFN56 package to facilitate high-density and compact power designs. Built to meet JEDEC standards, these MOSFETs are designed for use not only in server and high-performance PC power supply units, but also in solar inverters and industrial power systems where high efficiency and reliability are important. Following the launch of the 0.7mO 40V product in May 2025, Magnachip is further strengthening its 8th-generation MV MOSFET portfolio with diverse voltage and RDS(on) options by introducing three additional products: 0.8mO 40V, 1.0mO 40V, and 1.05mO 60V devices. According to global market research firm Omdia, the global server and data center power supply market (Computing and Data Storage) is projected to grow from approximately $2,300 million in 2025 to $3,000 million in 2029, representing a compound annual growth rate (CAGR) of 7.4%. Through this expanded product lineup, Magnachip aims to further strengthen its technological competitiveness and market share in the rapidly growing power semiconductor market. At PCIM Europe 2026 in Nuremberg, Germany (Hall 6, Booth 337), Magnachip will present its latest MV MOSFET solutions, highlighting their role in enabling high-efficiency and high-density power systems. Magnachip’s Server/PSU MXT MV MOSFET Series Product VDS [V] RDS(on),max [mO] @ VGS=10V Vth typ. [V] Package MDU040N007PSLVRH 40 0.7 1.8 PDFN56 MDU040N008PSVRH 40 0.8 3.0 MDU040N010PSVRH 40 1.0 3.0 MDU060N010PSVRH 60 1.05 3.0.Reported Earnings • Mar 09Full year 2025 earnings released: US$0.39 loss per share (vs US$1.44 loss in FY 2024)Full year 2025 results: US$0.39 loss per share (improved from US$1.44 loss in FY 2024). Revenue: US$178.9m (down 23% from FY 2024). Net loss: US$14.2m (loss narrowed 74% from FY 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 05Magnachip Semiconductor Corporation Provides Consolidated Earnings Guidance for the First Quarter of 2026Magnachip Semiconductor Corporation provided consolidated earnings guidance for the first quarter of 2026. Consolidated revenue from continuing operations (which includes Power Analog Solutions and Power IC businesses) to be in the range of $44.0 to $48.0 million, up 13.4% sequentially and up 2.9% year-over-year at the mid-point. This compares with $40.6 million in fourth quarter 2025 and $44.7 million in first quarter of 2025.お知らせ • Feb 26Magnachip Semiconductor Corporation Launches New 24V batteryFET for Tri-Fold Smartphone Battery ProtectionMagnachip Semiconductor Corporation announced the launch of its new 7th-generation 24V MXT LV MOSFET1 specifically designed for battery protection circuits in next-generation tri-fold smartphones, strengthening its presence in the premium foldable smartphone market. The product is now in mass production and is currently being supplied to a major global smartphone manufacturer, having demonstrated proven performance and reliability. The newly introduced 24V Dual N-channel MOSFET (MDWC24D058ERH) incorporates Magnachip's proprietary Super-Short Channel FET (SSCFET®?) technology, reducing chip size by approximately 26% compared to the previous version. Tri-fold smartphones feature a new form factor that folds twice and operates three displays simultaneously, enabling high-performance multitasking. As a result, their internal structures have become more complex, power-efficient and reliable, while also becoming increasingly critical in design. Accordingly, these devices demand highly integrated and efficient MOSFET solutions to manage complex internal structures while ensuring power stability. In addition to tri-fold smartphones, the new product can be applied across a wide range of mobile applications, including wearable devices and tablets. It reduces RSS(on), a major source of power loss, by up to approximately 31%, helping to reduce heat generation. The new product also improves current density per unit area by approximately 48% compared to conventional trench processes, supporting stable voltage control under high-current conditions. In addition, it integrates electrostatic discharge (ESD) protection of more than 2kV, helping to safeguard battery systems from external disturbances. According to market research firm Omdia, the market for silicon power MOSFETs below 40V, including smartphone batteryFETs, is expected to grow from approximately $4.2 billion in 2025 to approximately $5.2 billion in 2029, representing a compound annual growth rate of about 4.6%. Within this market, the premium smartphone segment, including tri-fold smartphones, is expected to drive growth, supported by increasing demand for high-performance and high-efficiency components.New Risk • Feb 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$95.4m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 59% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$95.4m market cap).お知らせ • Feb 12Magnachip Semiconductor Corporation to Report Q4, 2025 Results on Mar 04, 2026Magnachip Semiconductor Corporation announced that they will report Q4, 2025 results After-Market on Mar 04, 2026New Risk • Jan 29New major risk - Revenue and earnings growthEarnings have declined by 59% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Jan 20+ 1 more updateMagnachip Semiconductor Corporation Announces Launch of Its New Series of Insulated Gate Bipolar TransistorsMagnachip Semiconductor Corporation announced the launch of its new series of Insulated Gate Bipolar Transistors (IGBTs) designed for solar inverters and industrial Energy Storage Systems (ESS), further strengthening its position in the high-efficiency power semiconductor market. The newly introduced 650V and 1200V new Generation Discrete IGBT products are designed for use in solar inverters and ESS applications. By significantly reducing the cell pitch from the previous generation, Magnachip has achieved a substantial increase in current capacity. In addition, the improved Reverse Bias Safe Operating Area (RBSOA) helps to ensure stable and reliable performance under harsh high-voltage and high-current conditions. The products are available in both standard TO-247 and high-capacity TO-247 Plus packages, providing customers with design flexibility for a wide range of applications. According to market research firm Omdia, the global solar inverter and ESS market is expected to grow from approximately $1.4 billion in 2024 to $2.7 billion in 2029, representing a compound annual growth rate (CAGR) of approximately 10.6%. With global carbon-neutrality initiatives accelerating, energy efficiency and high power density have become key performance metrics in inverter design. Magnachip already supplies IGBT products to major domestic and international solar inverter manufacturers, earning recognition for high product quality and advanced technology. With this new product launch, the company is expanding its portfolio to cover a wide capacity range -- from residential inverters to industrial systems up to 150 kW -- allowing customers to select suitable products for their operating environment. The new generation IGBTs leverage Advanced Field Stop Trench technology, with enhanced design and refined process technology compared to the previous generation. Specifically, the cell pitch has been reduced by approximately 40%, significantly increasing current capacity within the same die area. Furthermore, RBSOA, which defines the semiconductor's safe operating limits, has been enhanced by over 30%, ensuring robust stability under high-voltage and high -current conditions. This makes it suitable for a wider range of power applications. Magnachip plans to further expand its product lineup in the first half of 2026 by introducing a high-current series rated up to 650V 150A, as well as new 750V products. The company also plans to add the 'TO-247-4Lead' package, featuring a Kelvin pin for improved switching efficiency, further enhancing its IGBT lineup. This will enable Magnachip to offer a broader range of design options for customers in the solar and ESS markets, which are trending toward higher capacity and efficiency.お知らせ • Jan 14Magnachip Semiconductor Corporation Announces Retirement of Director Ilbok Lee, Effective January 14, 2026Magnachip Semiconductor Corporation announced that Ilbok Lee has notified the Company of his intention to retire from the Company’s Board of Directors, to be effective at the Company’s next scheduled Board meeting to be held on January 14, 2026. Dr. Lee joined Magnachip’s Board in August 2011 and has served in multiple capacities for the Board during that time, including as Chair of the Nominating and Corporate Governance Committee, and as a member of the Board’s Audit, Risk and Strategic Review Committees. During his tenure, Dr. Lee provided critical insight across a broad range of strategic, operational, and governance matters, and has been widely respected for his deep technical insight, thoughtful judgment, and unwavering commitment to the Company, its employees, and its values. Dr. Lee’s departure is due to personal reasons and is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices.分析記事 • Jan 07Is Magnachip Semiconductor (NYSE:MX) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 16Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: US$0.29 loss per share (further deteriorated from US$0.10 loss in 3Q 2024). Revenue: US$45.9m (down 17% from 3Q 2024). Net loss: US$10.6m (loss widened 171% from 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 71%. Revenue is expected to decline by 9.5% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in the US are expected to grow by 19%. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.分析記事 • Nov 08Benign Growth For Magnachip Semiconductor Corporation (NYSE:MX) Underpins Stock's 28% PlummetMagnachip Semiconductor Corporation ( NYSE:MX ) shareholders won't be pleased to see that the share price has had a...お知らせ • Oct 29Magnachip Semiconductor Corporation Launches 650V Super Junction TOLL Package Products with Integrated Kelvin SourceMagnachip Semiconductor Corporation announced the release of two new 650V Super Junction MOSFET (SJ MOSFET) products, adopting the TO-Leadless (TOLL) package, that are designed to meet the high-power and high-current requirements of premium consumer electronics such as premium TVs, gaming monitors, AI laptop adaptors, and chargers. Current Magnachip products with TOLL packaging, such as the 80V - 200V eXtreme Trench MOSFETs, use a 3-pin configuration. The new 650V SJ MOSFETs have a 4-pin Kelvin configuration, which minimizes the effects of parasitic inductance on the gate-source return path, thereby improving switching stability and overall power efficiency by reducing gate oscillation (Ringing). As compared to a conventional D2PAK package, the 4-pin TOLL package delivers more than a 100% increase in current capability, a 24% reduction in footprint and a 48% reduction in height. Therefore, the 4-pin ToLL package is suitable for smaller PCB and high-power density applications, which demand high power efficiency and effective heat dissipation performance.お知らせ • Oct 22Magnachip Semiconductor Corporation to Report Q3, 2025 Results on Nov 03, 2025Magnachip Semiconductor Corporation announced that they will report Q3, 2025 results After-Market on Nov 03, 2025Recent Insider Transactions • Aug 28Chairman of the Board & Interim CEO recently bought US$85k worth of stockOn the 22nd of August, Camillo Martino bought around 30k shares on-market at roughly US$2.84 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Camillo has been a buyer over the last 12 months, purchasing a net total of US$158k worth in shares.New Risk • Aug 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$26m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$96.3m market cap).分析記事 • Aug 12Why Investors Shouldn't Be Surprised By Magnachip Semiconductor Corporation's (NYSE:MX) 33% Share Price PlungeMagnachip Semiconductor Corporation ( NYSE:MX ) shares have had a horrible month, losing 33% after a relatively good...お知らせ • Aug 12+ 1 more updateYJ Kim to Step Down as Member of the Board of Directors of Magnachip Semiconductor Corporation, Effective August 11, 2025Magnachip Semiconductor Corporation announced that YJ Kim has agreed to step down as a member of the Board of Directors, effective August 11, 2025.New Risk • Aug 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$98.9m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$26m net loss next year). Market cap is less than US$100m (US$98.9m market cap).Seeking Alpha • Aug 05Magnachip Semiconductor: Cheap Valuations, But Headwinds Outweigh The Tailwinds, In The Short-TermSummary Magnachip Semiconductor, a South Korean-based provider of power semiconductor platform solutions, has experienced a brutal start to the current month after outperforming other international small-caps over the past 3 months. The company reported Q2 results last week, and while the headline numbers relative to consensus seemed acceptable on the surface, the outlook ahead for H2 looks concerning. MX won't have the benefit of pull-ins, while pricing pressure on older generation products, which still dominate new design wins, doesn't bode well. MX's forward price to sales multiple versus its peer looks very cheap, but that is a function of a dismal revenue outlook, while its FCF yield also looks distressing. MX may work as a mean-reversion prospect within the semiconductor universe, but developments on the standalone daily charts don't support a long position now. Read the full article on Seeking AlphaReported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$0.23 (up from US$0.34 loss in 2Q 2024). Revenue: US$47.6m (down 10% from 2Q 2024). Net income: US$8.49m (up US$21.5m from 2Q 2024). Profit margin: 18% (up from net loss in 2Q 2024). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is expected to decline by 8.9% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in the US are expected to grow by 17%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.お知らせ • Aug 01+ 1 more updateMagnachip Semiconductor Corporation Revises Consolidated Earnings Guidance for the Fiscal Year 2025Magnachip Semiconductor Corporation revised consolidated earnings guidance for the fiscal year 2025. For the year, Consolidated revenue from continuing operations is now expected to be flattish as compared to previous forecast of mid-to-high single digit growth year-over-year, due to a challenging macroeconomic environment related to tariff uncertainty and pricing pressure on older generation products in China. This compares with equivalent revenue of $185.8 million in 2024.お知らせ • Jul 29Magnachip Semiconductor Corporation Introduces TOLT-Packaged 80V MXT MOSFET for E-Scooters and LEVsMagnachip Semiconductor Corporation announced the release of a new 80V MXT MV MOSFET, MDLT080N017RH, featuring a TOLT (TO-Leaded Top-Side Cooling) package. The Company has already begun supplying the new MOSFET to a leading global electric motor manufacturer. The TOLT-packaged MOSFET delivers a major advancement in thermal management. Unlike conventional TOLL (TO-Leadless) packages that dissipate heat through the bottom, the TOLT package is engineered to release heat directly from the top via a mounted metal heat sink. This innovative structure substantially reduces thermal resistance between the junction and the external environment, making it well-suited for thermally demanding applications, such as e-scooters and LEVs. Simulations and tests conducted by Magnachip demonstrated that new 80V MOSFET solution achieved an average 22% reduction in junction temperature compared to using standard TOLL packages. This improvement not only extends an application's lifespan, but also enhances the system reliability. Furthermore, the TOLT package enables compact, lightweight application designs due to its high power density and efficient thermal flow that does not compromise current-handling capability and thermal safety margins.お知らせ • Jul 11Magnachip Semiconductor Corporation to Report Q2, 2025 Results on Jul 31, 2025Magnachip Semiconductor Corporation announced that they will report Q2, 2025 results After-Market on Jul 31, 2025分析記事 • Jun 16Shareholders May Be Wary Of Increasing Magnachip Semiconductor Corporation's (NYSE:MX) CEO Compensation PackageKey Insights Magnachip Semiconductor's Annual General Meeting to take place on 23rd of June Salary of US$561.7k is part...New Risk • May 19New major risk - Revenue and earnings growthEarnings have declined by 45% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 45% per year over the past 5 years. Minor Risk Currently unprofitable and not forecast to become profitable next year (US$24m net loss next year).お知らせ • May 13Magnachip Semiconductor Corporation Provides Consolidated Earnings Guidance for the Second Quarter and Reiterates Earnings Guidance for the Full Year 2025Magnachip Semiconductor Corporation provided Consolidated earnings guidance for the second quarter and reiterated earnings guidance for the full year 2025. For the quarter, the company expects consolidated revenue from continuing operations (which includes PAS and Power IC businesses) to be in the range of $45 million to $49 million, up 5.2% sequentially and up 6.6% year-over-year at the mid-point. This compares with equivalent revenue of $44.7 million in first quarter of 2025 and $44.1 million in second quarter of 2024. For the full-year 2025, the company currently reiterates Consolidated revenue from continuing operations to grow mid-to-high single digit year-over-year as compared with equivalent revenue of $185.8 million in 2024.お知らせ • Apr 30Magnachip Semiconductor Corporation, Annual General Meeting, Jun 23, 2025Magnachip Semiconductor Corporation, Annual General Meeting, Jun 23, 2025.お知らせ • Apr 22Magnachip Semiconductor Corporation to Report Q1, 2025 Results on May 12, 2025Magnachip Semiconductor Corporation announced that they will report Q1, 2025 results After-Market on May 12, 2025New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.7m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$13m net loss in 2 years). Market cap is less than US$100m (US$97.7m market cap).新しいナラティブ • Apr 04Next-generation Power Products Will Unlock Automotive And AI Markets The strategic shift to focus on power businesses and expand into automotive, industrial, and AI markets is aimed at enhancing profitability and net margins. 分析記事 • Mar 29Why Investors Shouldn't Be Surprised By Magnachip Semiconductor Corporation's (NYSE:MX) 25% Share Price PlungeMagnachip Semiconductor Corporation ( NYSE:MX ) shares have had a horrible month, losing 25% after a relatively good...Recent Insider Transactions • Mar 19Independent Director recently bought US$74k worth of stockOn the 13th of March, Gilbert Nathan bought around 20k shares on-market at roughly US$3.68 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$147k more in shares than they have sold in the last 12 months.Reported Earnings • Mar 14Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$1.44 loss per share (further deteriorated from US$0.89 loss in FY 2023). Revenue: US$231.7m (flat on FY 2023). Net loss: US$54.3m (loss widened 48% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is expected to decline by 3.9% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in the US are expected to grow by 16%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.お知らせ • Mar 12+ 2 more updatesMagnachip Semiconductor Corporation Introduces 25 New Gen6 SJ MOSFETs to Expand Power Product Lineup for AI, Industrial Applications and Smart Home AppliancesMagnachip Semiconductor Corporation announced a significant expansion of its product lineup with the launch of 25 new 6th-generation (Gen6) SJ MOSFETs (Super Junction Metal-Oxide-Semiconductor Field-Effect Transistors). The switching speeds of the newly developed Gen6 SJ MOSFETs have been improved by approximately 23%, reducing the RSP of applications by about 40% compared to the previous generation, thereby enhancing the Figure of Merit by 40%. Additionally, a Zener diode is embedded between the gate and source to enhance reliability and protect the SJ MOSFETs from ESD-induced damage. The chip sizes of the new products are also approximately 30% smaller than their predecessor product. The new product lineup consists of 600V, 650V, and 700V voltage ratings and is available in 7 package types, including TO220, TO220FT, SOT223, PDFN88, and D2PAK, with high-demand options, such as DPAK and TO220F. As a result, these SJ MOSFETs are well-suited for various applications requiring high power efficiency, including AI TVs, smart refrigerators, AI laptop adapters and power supplies. According to market research firm Omdia, the global smart home device market is projected to grow by 20% annually from 2025 to 2028.Seeking Alpha • Feb 11Magnachip: Potential Sale Is The Only Way OutSummary Magnachip is up for sale at up to $274 million, serving as a potential catalyst, but its negative profitability makes it a hold for now. The company has a strong balance sheet but is facing declining sales and profitability, making a sale to a larger player the best path forward. Magnachip remains an innovator with valuable assets and technological talent, increasing its attractiveness for a potential buyout. Investors should hold and monitor for buyout news, with a potential buy recommendation if the stock drops below $3 or more evidence of a sale emerges. Read the full article on Seeking Alphaお知らせ • Feb 11Magnachip Semiconductor Corporation to Report Q4, 2024 Results on Mar 12, 2025Magnachip Semiconductor Corporation announced that they will report Q4, 2024 results Pre-Market on Mar 12, 2025分析記事 • Dec 27Health Check: How Prudently Does Magnachip Semiconductor (NYSE:MX) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 27Magnachip Semiconductor Corporation's (NYSE:MX) Prospects Need A Boost To Lift SharesYou may think that with a price-to-sales (or "P/S") ratio of 0.7x Magnachip Semiconductor Corporation ( NYSE:MX ) is...Reported Earnings • Nov 13Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: US$0.26 loss per share (further deteriorated from US$0.13 loss in 3Q 2023). Revenue: US$66.5m (up 8.5% from 3Q 2023). Net loss: US$9.62m (loss widened 86% from 3Q 2023). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • Nov 02Magnachip Semiconductor Corporation Provides Consolidated Earnings Guidance for the Fourth Quarter of 2024Magnachip Semiconductor Corporation provided consolidated earnings guidance for the fourth quarter of 2024. For the quarter, the company expects consolidated revenue to be in the range of $59.0 to $64.0 million, including approximately $2.0 million of Transitional Foundry Services.New Risk • Nov 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.4% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable next year (US$46m net loss next year).お知らせ • Oct 10Magnachip Semiconductor Corporation to Report Q3, 2024 Results on Oct 30, 2024Magnachip Semiconductor Corporation announced that they will report Q3, 2024 results After-Market on Oct 30, 2024Major Estimate Revision • Aug 07Consensus EPS estimates upgraded to US$1.26 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$235.8m to US$227.2m. 2024 losses expected to reduce from -US$1.42 to -US$1.26 per share. Semiconductor industry in the US expected to see average net income growth of 13% next year. Consensus price target of US$7.50 unchanged from last update. Share price rose 3.0% to US$5.07 over the past week.Reported Earnings • Aug 04Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: US$0.34 loss per share (further deteriorated from US$0.095 loss in 2Q 2023). Revenue: US$53.2m (down 13% from 2Q 2023). Net loss: US$13.0m (loss widened 229% from 2Q 2023). Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • Aug 01+ 1 more updateMagnachip Semiconductor Corporation Revises Consolidated Earnings Guidance for the Full-Year 2024Magnachip Semiconductor Corporation revised consolidated earnings guidance for the full-year 2024. For the year, the company expects consolidated revenue flattish-to-slightly down, compared to prior expectation of flat-to-up-slightly year-over-year.お知らせ • Jul 30Magnachip Semiconductor Corporation Unveils its First 8th-Generation MXT LV MOSFET Designed with Super- Short Channel FET IIMagnachip Semiconductor Corporation announced the release of its 8th-generation 1)MXT LV MOSFET (Metal Oxide Semiconductor Field Effect Transistor) for smartphone battery protection circuits. Magnachip has introduced its proprietary Super-Short Channel FET II (SSCFET® II) technology for the first time in the Company’s new 12V Dual N-channel MOSFET (MDWC12D024PERH). SSCFET® II is Magnachip's latest design technology that significantly reduces the channel length, thereby lowering the 2)RSS(on). Compared to the previous generation product of the same size, the RSS(on) of this product is reduced by approximately 22%. This reduction decreases power loss, shortens smartphone charging times, and lowers the internal temperature of smartphones by about 12% in fast charging mode. With global smartphone manufacturers enhancing AI capabilities in smartphones, the importance of MOSFET products is growing. Magnachip's new 12V MXT LV MOSFET features high power efficiency and is optimized for a wide range of battery protection applications in premium smartphones, particularly on-device AI smartphones. According to market research firm Omdia, shipments of on-device AI smartphones are expected to grow at an average annual rate of 50% from 2024 to 2028, reaching 606 million units in 2028.Seeking Alpha • Jul 24Magnachip Semiconductor: Rolling The Dice On A Speculative TurnaroundSummary The charts have leaned bearish for a long time for MX, but the last few months have been more neutral and some would even say bullish. The headline numbers have been getting worse in recent years, but growth has returned under the hood, and they are expected to get better. A low valuation for MX is arguably justified if MX keeps contracting, but not if MX returns to growing the top line and the bottom line thereafter. Long MX is a bet with risks attached, and it may not necessarily pay off, but there is enough to think it will in due time. Read the full article on Seeking Alphaお知らせ • Jul 11Magnachip Semiconductor Corporation to Report Q2, 2024 Results on Jul 31, 2024Magnachip Semiconductor Corporation announced that they will report Q2, 2024 results After-Market on Jul 31, 2024Seeking Alpha • May 14Magnachip: Buy The Stock For Cash On The Balance Sheet, Get The Chip Business For $1 Per ShareSummary Magnachip Semiconductor's stock has dropped to just under $5 per share, making it incredibly undervalued. Insiders, including the CEO, have been accumulating shares, indicating confidence in the stock's undervaluation. The company reported better than expected Q1 2024 earnings and has secured new design wins, suggesting future growth potential. Read the full article on Seeking AlphaReported Earnings • May 06First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: US$0.40 loss per share (improved from US$0.49 loss in 1Q 2023). Revenue: US$49.1m (down 14% from 1Q 2023). Net loss: US$15.4m (loss narrowed 28% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.New Risk • May 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.7% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$41m net loss in 2 years).お知らせ • May 03Magnachip Semiconductor Corporation Provides Consolidated Earnings Guidance for the Second Quarter of 2024 and Reiterates Consolidated Earnings Guidance for the Full Year 2024Magnachip Semiconductor Corporation provided consolidated earnings guidance for the second quarter of 2024 and reiterated consolidated earnings guidance for the full year 2024. For the quarter, the company expects consolidated revenue to be in the range of $49 million to $54 million, including approximately $1.5 million of Transitional Foundry Services.For the full year, the company reiterates consolidated revenue flat-to-up-slightly year-over-year as recovery in MSS and PAS is offset by the phase-out of Transitional Foundry Services.お知らせ • May 01Magnachip Semiconductor Corporation, Annual General Meeting, Jun 13, 2024Magnachip Semiconductor Corporation, Annual General Meeting, Jun 13, 2024, at 20:01 Eastern Daylight. Agenda: To elect the five director nominees named in the Proxy Statement to our Board of Directors; to conduct an advisory non-binding vote on the compensation of our named executive officers as described in the Proxy Statement; to ratify the appointment of Samil PricewaterhouseCoopers as our independent registered public accounting firm for the fiscal year ending December 31, 2024; to conduct an advisory non-binding vote on the frequency of future advisory (non-binding) votes on the compensation of our named executive officers; and to transact such other business as may properly come before the meeting.お知らせ • Apr 30Magnachip Semiconductor Corporation Boosts Its Extensive Automotive Product Lineup with the Release of A New 40V Mxt Mv MosfetMagnachip Semiconductor Corporation announced the release of its new 40V MXT MV MOSFET1. With this latest addition, the Company now offers 13 MOSFET and IGBT products for a wide range of automotive applications. As the automotive industry adopts advanced technologies such as autonomous driving and enhanced infotainment systems, the demand for high-efficiency power solutions increases. According to Omdia, a global market research firm, the automotive power discrete market is projected to grow 14% annually from 2024 to 2027. Magnachip entered the automotive sector in April 2022 with its first 40V MOSFET and has since broadened its product offerings by releasing 30V, -40V (P-channel MOSFET2), 60V, and 250V MOSFETs for vehicles. In September 2023, the Company introduced 650V and 1200V IGBTs for positive temperature coefficient heaters and e-compressors for automotive. In the last two years, Magnachip's power products have been integrated into vehicles of major automotive manufacturers in the United States, Korea, Japan and China. Leveraging its technological capabilities, Magnachip now unveils this 40V MOSFET (AMDD040N055RH) in the Decawatt Package (DPAK). The new MOSFET offers exceptional versatility for various automotive applications, such as motor control systems or power seat modules and electric stability control systems for reverse battery protection.お知らせ • Apr 16Magnachip Semiconductor Corporation to Report Q1, 2024 Results on May 02, 2024Magnachip Semiconductor Corporation announced that they will report Q1, 2024 results After-Market on May 02, 2024Seeking Alpha • Mar 18Magnachip Semiconductor: An Intriguing Stock On A Bad StreakSummary The stock hit a new multi-year low after a Q4 report that might have been the worst ever, but MX has been on the move lately. MX is on an awful streak with the stock losing ground for almost three years, which might nonetheless be an opportunity for some. MX is calling for a return to growth in 2024 after many years, but how sustainable it is is up for discussion for several reasons. Long MX will find its supporters, and not without reason, but there will also be those who are not yet convinced now is the time. Read the full article on Seeking AlphaRecent Insider Transactions • Mar 13CEO & Director recently bought US$100k worth of stockOn the 8th of March, Young-Joon Kim bought around 18k shares on-market at roughly US$5.61 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Young-Joon has been a buyer over the last 12 months, purchasing a net total of US$191k worth in shares.Reported Earnings • Mar 04Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: US$0.89 loss per share (further deteriorated from US$0.18 loss in FY 2022). Revenue: US$230.1m (down 32% from FY 2022). Net loss: US$36.6m (loss widened 356% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.分析記事 • Mar 01Revenues Working Against Magnachip Semiconductor Corporation's (NYSE:MX) Share PriceMagnachip Semiconductor Corporation's ( NYSE:MX ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a...お知らせ • Mar 01Magnachip Semiconductor Corporation Provides Consolidated Revenue Guidance for First Quarter 2024 and Full-Year 2024Magnachip Semiconductor Corporation provided consolidated revenue guidance for First Quarter 2024 and full-year 2024. For First Quarter 2024, Consolidated revenue to be in the range of 46 to 51million, including approximately 3 million of Transitional Foundry Services. MSS revenue to be in the range of 8 to 10 million. This compares with MSS equivalent revenue of 8.6 million in Fourth Quarter 2023. PAS revenue to be in the range of 35 to 38 million. This compares with PAS equivalent revenue of 32.6 million in Fourth Quarter 2023.For full-year 2024, the company expects MSS revenue to grow double digits year-over-year as compared with MSS equivalent revenue of 44.4 million in 2023. PAS revenue to grow double digits year-over-year as compared with PAS equivalent revenue of 151.3 million in 2023.New Risk • Feb 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$47m net loss in 2 years).お知らせ • Feb 08Magnachip Semiconductor Corporation to Report Q4, 2023 Results on Feb 28, 2024Magnachip Semiconductor Corporation announced that they will report Q4, 2023 results After-Market on Feb 28, 2024Seeking Alpha • Jan 01Magnachip: This $7 Stock Could Be The Biggest Bargain In The Chip SectorSummary Buying undervalued stocks during tax-loss season can lead to big gains into the New Year. Buying tech/chip stocks at or near cyclical lows can also generate big profits. Magnachip Semiconductor appears to have hit rock-bottom levels and could rebound significantly in the coming upcycle. This company has a cash-rich balance sheet and a significant share buyback plan, plus insiders have recently bought shares. I am Hawkinvest. For many years I have been researching and writing about contrarian buying opportunities that can create outsized portfolio gains. Read the full article on Seeking Alphaお知らせ • Dec 18Magnachip Semiconductor Corporation Commences Full-Scale Mass Production of New 30V MXT LV MOSFET for Electric Power Steering SystemsMagnachip Semiconductor Corporation announced that the Company has begun full-scale mass production of its new 30V MXT LV Metal-Oxide-Semiconductor Field-Effect Transistors (MOSFETs) used in Electronic Control Units (ECUs) of Electric Power Steering (EPS) systems. This MOSFET product is being used by a global automaker. The new 30V MXT LV MOSFET provides a stable power supply to EPS, assisting a vehicle's directional control through an electric motor. This product also adheres to rigorous AEC-Q101 standards and guarantees a wide operating junction temperature range between -55°C to 175°C. The new product incorporates a highly rugged trench MOSFET structure in a thick gate oxide, which offers low resistance and excellent switching characteristics. These features reduce switching noise in applications and enhance system performance with high power efficiency. Additionally, the reduced product size, enabled by applying a PDFN 33 package of 3.3mm x 3.3mm, facilitates flexible design options for ECUs.Recent Insider Transactions • Dec 14Key Executive recently bought US$68k worth of stockOn the 8th of December, Camillo Martino bought around 10k shares on-market at roughly US$6.80 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Camillo's only on-market trade for the last 12 months.Seeking Alpha • Dec 04The Unfulfilled Promise Of Magnachip: Assessing Its Latest Quarter's PerformanceSummary Magnachip Semiconductor Corporation is a deeply undervalued semiconductor company with a market cap of $260 million. The company's potential acquisition by a Chinese firm was blocked by CFIUS, causing its share price to decline. Magnachip's revenue is declining, but there is hope for a turnaround in 2024 with a recovery in the power segment. Read the full article on Seeking AlphaPrice Target Changed • Nov 09Price target decreased by 18% to US$11.50Down from US$14.00, the current price target is an average from 2 analysts. New target price is 64% above last closing price of US$7.01. Stock is down 22% over the past year. The company is forecast to post a net loss per share of US$1.07 next year compared to a net loss per share of US$0.18 last year.お知らせ • Nov 01Magnachip Semiconductor Corporation Commences Mass Production of Two New 650V SJ MOSFETs with a Slim Form FactorMagnachip Semiconductor Corporation announced that the Company has begun mass production of two new 650V Super Junction Metal-Oxide-Semiconductor Field-Effect Transistors (SJ MOSFETs) offerings. These two 650V SJ MOSFETs (MMUB65R090RURH, MMUB65R115RURH) utilize an innovative PDFN88 package, which significantly reduces their thickness and size. The thickness has been reduced by approximately 81% compared to D2PAK products and 63% compared to DPAK products, while the overall footprint has been reduced to about 41% of D2PAK SJ MOSFETs. These new SJ MOSFETs -- upgraded by the PDFN88 package -- offer excellent design flexibility, efficient heat dissipation, and low RDS(on) (the resistance value between the drain and the source of MOSFETs during on-state operation) characteristics. As a result, they are well-suited for various applications that require compact size and high efficiency, such as OLED TVs, servers, lighting products, laptop chargers and adapters. New 650V SJ MOSFETs in a PDFN88 package: Product: MMUB65R090RURH, VDS [V]: 650V, RDS(on): 90mO; Package: PDFN88; Application: OLED TVs, servers, lighting products, laptop chargers, adapters. Product: MMUB65R115RURH; VDS [V]: 650V; RDS(on): 115mO; Package: PDFN88; Application: OLED TVs, servers, lighting products, laptop chargers, adapters.お知らせ • Oct 31Magnachip Semiconductor Corporation Introduces 6th-Generation 600V SJ MOSFET Developed with Cutting-Edge Microfabrication TechnologyMagnachip Semiconductor Corporation announced that the Company released its 6th-generation 600V Super Junction Metal Oxide Semiconductor Field Effect Transistor (SJ MOSFET) enhanced with microfabrication technology. This 6(th)-generation 600V SJ MOSFET (MMD60R175S6ZRH) was built on the 180nm microfabrication process and Magnachip's latest design technology. This sophisticated technology improves upon the previous generation of SJ MOSFETs by narrowing the cell-pitches by 50% and lowering the RDS(on) (On resistance: the resistance value between the drain and the source of MOSFETs during on-state operation) by 42%. As a result, this product comes in the same Decawatt Package (DPAK), while offering the low RDS(on) of 175m and outstanding power density. Furthermore, the total gate charge is lowered by approximately 29% compared to the previous generation, resulting in reduced switching loss and enhanced power efficiency. The power efficiency is in fact one of the key features of this product, as it gives product designers flexibility with regards to various applications. In addition, a Zener diode is embedded between the gate and the source to strengthen the ruggedness and reliability of the MOSFET in an application and prevent it from sustaining damage caused by external surges or electrostatic discharges. With its high efficiency, flexible design and reliability, this new 600V SJ MOSFet can be used in a wide range of applications, such as servers, OLED TVs and laptop fast chargers. Omdia, a global market research firm, estimates that worldwide server shipments will grow by 8% annually from 2023 to 2027, while global OLED TV shipments will increase 11% every year, reaching a total of 9.3 million units in 2027.お知らせ • Oct 21Magnachip Semiconductor Corporation to Report Q3, 2023 Results on Nov 02, 2023Magnachip Semiconductor Corporation announced that they will report Q3, 2023 results After-Market on Nov 02, 2023Seeking Alpha • Oct 16Magnachip Semiconductor: Is The Worst Finally Behind Us?Summary Magnachip Semiconductor Corporation stock has recently suffered a significant decline, but there are reasons to stay invested. Short-term momentum is against investors, but Magnachip Semiconductor is expected to see revenue recovery in 2024 and 2025. The company has a strong cash position and aggressive buyback program, indicating optimism for a turnaround. Read the full article on Seeking AlphaSeeking Alpha • Sep 20Magnachip Semiconductor: May Be Worth Another Look - With A Major CaveatSummary The stock price has fallen below book value, which some see as a sign it is time to go long MX, but that alone is not necessarily enough. MX is deep in the red for a host of reasons, some of which are likely temporary in nature, but also some that may not go away easily. A turnaround might be close at hand, assuming MX manages to snag new customers, especially with the introduction of new products for the automotive market. MX has the potential to become a winner where it is at, but it is also risky in the sense that it could lead to a losing bet. Read the full article on Seeking Alphaお知らせ • Sep 12Magnachip Semiconductor Corporation Announces the Launch of Its 1200V and 650V Insulated Gate Bipolar TransistorsMagnachip Semiconductor Corporation announced the launch of its 1200V and 650V Insulated Gate Bipolar Transistors (IGBTs), designed for the positive temperature coefficient (PTC) heaters of electric vehicles (EVs). Built upon Magnachip's cutting-edge Field Stop Trench technology, the newly introduced AMBQ40T120RFRTH (1200V) and AMBQ40T65PHRTH (650V) offer a minimum short-circuit withstand time of 10us. This remarkable level of ruggedness enables PTC heaters to be protected from a permanent failure in the event of overcurrent conditions. Furthermore, the thick and large heat sink of the TO-247 package allows these new IGBTs to excel in heat dissipation. Therefore, these IGBTs are well-suited for applications requiring high power and efficiency, such as both the upper and lower sides of power management integrated circuits of PTC heaters.お知らせ • Sep 07Magnachip Semiconductor Corporation Announces Resignation of Mel Keating as A Member of the Board of DirectorsMagnachip Semiconductor Corporation received a letter of resignation, dated September 5, 2023, from Mr. Mel Keating, a member of the board of directors of the Company, whose resignation was accepted by the Board and effective as of September 5, 2023. Now that the Company has announced its plan to separate its Display and Power operations into two distinct legal entities, Mr. Keating has decided that, after over 7 years of service as a member of the Board, during which time he led the Audit Committee and the Strategic Review Committee, and given other important and time consuming business obligations, it was the right time to conclude his service to the company. Mr. Keating's resignation is not due to any disagreement with the company over any of its financial reporting, operations, policies or practices.お知らせ • Aug 09+ 1 more updateStrategic Claims Services Announces Notice of Approved Distribution Plan in the Matter of MagnaChip Semiconductor Corporation, and Margaret Hye-Ryoung Sakai, CpaStrategic Claims Services, the Commission-approved Fund Administrator in the action brought by the Securities and Exchange Commission against MagnaChip Semiconductor Corporation (“MagnaChip”), and Margaret Hye-Ryoung Sakai, CPA (collectively, the “Respondents”) hereby provides notice to investors who purchased the common stock of MagnaChip during the period from February 1, 2012 through and including February 12, 2015, that they may be eligible for compensation from the Fair Fund established in this action. On May 1, 2017, the United States Securities and Exchange Commission (“Commission”) issued the Order instituting and simultaneously settling administrative and cease-and-desist proceedings against the Respondents. In the Order, the Commission found that Respondents violated the antifraud, books and records and internal control provisions of the federal securities laws when they began engaging in a variety of practices to inappropriately inflate MagnaChip’s revenues and meet the gross margin targets it previously had announced to the public. The Order required the Respondents to pay $3,134,999.99 in civil money penalties to the Commission so it can be distributed to harmed investors. The Respondents have paid in full.Reported Earnings • Aug 08Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: US$0.095 loss per share (further deteriorated from US$0.074 loss in 2Q 2022). Revenue: US$61.0m (down 40% from 2Q 2022). Net loss: US$3.95m (loss widened 18% from 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 55%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Jul 28Magnachip Semiconductor Corporation Announces Management ChangesEffective July 24, 2023, Mr. Young-Joon Kim's term as Interim Chief Financial Officer, as well as the principal financial officer and principal accounting officer, of Magnachip Semiconductor Corporation (the Company) concluded following Ms. Shin Young Park's return from her maternity leave. Mr. Kim will continue in his role as Chief Executive Officer of the Company.お知らせ • Jul 22Magnachip Semiconductor Corporation to Report Q2, 2023 Results on Aug 07, 2023Magnachip Semiconductor Corporation announced that they will report Q2, 2023 results on Aug 07, 2023お知らせ • Jul 18Magnachip Semiconductor Corporation Announces Resignation of Gary Tanner from the Company's Board of DirectorsMagnachip Semiconductor Corporation announced that Gary Tanner has notified the Company of his intention to resign from the Company's Board of Directors. The Board has accepted his resignation, which was effective as of July 14, 2023. Mr. Tanner joined Magnachip's Board in August 2015 and has served in multiple capacities, such as Non-Executive Chairman of the Board, Chair of the Risk Committee, and a member of the Audit, Compensation and Strategic Review Committees. During his tenure, Mr. Tanner has been instrumental to the Company's trajectory, contributing to the Company's strategic vision, operational details and corporate governance. Most recently, Mr. Tanner led the establishment of the Risk Committee's oversight of the Company's corporate objectives, goals, strategies and initiatives relating to, and attending risks associated with, environmental, social and governance ("ESG") matters, including corporate social responsibility, sustainability, public policy and other related matters such as the formation of a management-level ESG Steering Committee. Mr. Tanner's departure is due to personal reasons. The Company will immediately begin a search for a new independent director to replace Mr. Tanner.お知らせ • Jul 11Magnachip Semiconductor Corporation Expands its 7th-Generation MXT LV MOSFET Line-Up for Battery Protection Circuits of Mobile DevicesMagnachip Semiconductor Corporation announced that the Company has released four new MXT LV Metal-Oxide-Semiconductor Field-Effect Transistors (MOSFETs), using Super-Short Channel technology, to further expand Magnachip's seventh-generation MXT LV MOSFET line-up for battery protection circuits of mobile devices. Super-Short Channel is Magnachip's latest design technology to reduce Ron (the resistance of MOSFETs during on-state operation) by shortening the channel length between the source and the drain. The Ron of these new MOSFETs has been reduced by 24~40%, compared to previous generations, and as a result, the battery performance is improved with low power losses when a battery is charging or discharging. In addition, Magnachip provides customized design service for these products, based on the application specifications and battery capacities, so the sizes of the MOSFETs can be reduced by 5 to 20% respectively. With these technical capabilities, flexible design and compact size options, the extended MXT LV MOSFET line-up satisfies the various technical requirements of a wide range of mobile devices, from premium foldable phones to wireless earphones. Product features: 7th–generation silicon trench technology; Reduced Ron by approximately 24%~40% compared to the previous generations; Enhanced switching speed through low total gate charge; Outstanding thermal properties; Solutions for a wide range of mobile devices.Seeking Alpha • Jul 06Magnachip Semiconductor Corporation Stands At A Critical JunctureSummary Growth and momentum at Magnachip Semiconductor stand at a critical juncture on a natural path to expansion or perhaps stagnation. MX stock is lightly followed and traded. Once bullish the bloom faded and the price withered. Hold or Moderate Buy can be an opportunity for small investors but cautiously. Headwinds and risks outweigh some forecasts for an average target price of $13 to $16 but we are skeptical. Read the full article on Seeking AlphaPrice Target Changed • Jun 10Price target increased by 12% to US$14.00Up from US$12.50, the current price target is an average from 2 analysts. New target price is 25% above last closing price of US$11.22. Stock is down 40% over the past year. The company is forecast to post a net loss per share of US$0.68 next year compared to a net loss per share of US$0.18 last year.お知らせ • May 25Magnachip Semiconductor Corporation Appoints Gilbert Nathan as A DirectorEffective May 19, 2023, the Board of Directors of Magnachip Semiconductor Corporation increased the size of the Board to seven members and appointed Gilbert Nathan as a director of the Company to serve until the 2024 Annual Meeting of Stockholders or until his successor has been duly elected and qualified, or until his earlier death, resignation, retirement, disqualification or removal. Mr. Nathan has been named to the Strategic Review Committee of the Board.Major Estimate Revision • May 10Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$345.3m to US$293.6m. Forecast losses increased from -US$0.14 to -US$0.78 per share. Semiconductor industry in the US expected to see average net income decline 16% next year. Consensus price target down from US$14.00 to US$12.50. Share price was steady at US$8.66 over the past week.お知らせ • May 05Magnachip Semiconductor Corporation Provides Revenue Guidance for the Second Quarter of 2023Magnachip Semiconductor Corporation provided revenue guidance for the second quarter of 2023. The company expects Revenue to be in the range of $58 million to $63 million, including about $8 millions of Transitional Fab 3 Foundry Services.Reported Earnings • May 05First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: US$0.49 loss per share (down from US$0.21 profit in 1Q 2022). Revenue: US$57.0m (down 45% from 1Q 2022). Net loss: US$21.5m (down 325% from profit in 1Q 2022). Revenue missed analyst estimates by 6.5%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 20Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: US$0.18 loss per share (down from US$1.26 profit in FY 2021). Revenue: US$337.7m (down 29% from FY 2021). Net loss: US$8.04m (down 114% from profit in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 67%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.株主還元MXUS SemiconductorUS 市場7D24.3%-2.4%-1.0%1Y29.7%96.9%23.3%株主還元を見る業界別リターン: MX過去 1 年間で96.9 % の収益を上げたUS Semiconductor業界を下回りました。リターン対市場: MX過去 1 年間で23.3 % の収益を上げたUS市場を上回りました。価格変動Is MX's price volatile compared to industry and market?MX volatilityMX Average Weekly Movement17.5%Semiconductor Industry Average Movement10.8%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.2%安定した株価: MXの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: MXの 週次ボラティリティ は、過去 1 年間で11%から17%に増加しました。会社概要設立従業員CEO(最高経営責任者ウェブサイト2003711Camillo Martinowww.magnachip.comマグナチップ・セミコンダクター・コーポレーションは、その子会社とともに、通信、モノのインターネット、民生、コンピューティング、産業、車載アプリケーション向けのアナログおよびミックスドシグナル半導体プラットフォームソリューションの設計、製造、供給を行っています。同社は、移動体通信、車載、娯楽機器、モニター、ノートPC、タブレットPC、テレビ、液晶ディスプレイ、有機発光ダイオード(OLED)、マイクロ発光ダイオード(Micro LED)パネルに使用されるフラットパネルディスプレイをカバーするソースドライバ、ゲートドライバ、タイミングコントローラなどのディスプレイソリューションを提供している。また、テレビ、スマートフォン、携帯電話、ウェアラブル機器、デスクトップPC、ノートPC、タブレットPC、レベルシフター、その他の民生用電子機器、および電源、e-bike、太陽光発電インバーター、LED照明、モーター駆動などのさまざまな機器向けに、金属酸化膜半導体電界効果トランジスタ、絶縁ゲート型バイポーラトランジスタ、AC-DCコンバーター、DC-DCコンバーター、LEDドライバー、レギュレーター、電源管理集積回路、OLEDディスプレイドライバー集積回路製品も提供している。韓国、アジア太平洋地域、米国、欧州の民生用、コンピュータ用、通信用、車載用、産業用電子機器OEM、OEMメーカー、電子機器製造サービス会社、サブシステム設計者に製品を供給している。同社は、直販部隊と代理店および販売店のネットワークを通じて製品を販売している。マグナチップ・セミコンダクター・コーポレーションは2003年に設立され、韓国の清州市に本社を置いている。もっと見るMagnachip Semiconductor Corporation 基礎のまとめMagnachip Semiconductor の収益と売上を時価総額と比較するとどうか。MX 基礎統計学時価総額US$157.06m収益(TTM)-US$14.89m売上高(TTM)US$180.35m1.0xP/Sレシオ-12.4xPER(株価収益率MX は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計MX 損益計算書(TTM)収益US$180.35m売上原価US$151.12m売上総利益US$29.23mその他の費用US$44.12m収益-US$14.89m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)-0.41グロス・マージン16.21%純利益率-8.26%有利子負債/自己資本比率18.2%MX の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/20 00:41終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Magnachip Semiconductor Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Christopher MuseBarclaysTimothy LukeBarclaysJaywant SrivatsaChardan Capital Markets, LLC4 その他のアナリストを表示
お知らせ • May 04Magnachip Semiconductor Corporation, Annual General Meeting, Jun 11, 2026Magnachip Semiconductor Corporation, Annual General Meeting, Jun 11, 2026.
お知らせ • Apr 29Magnachip Semiconductor Corporation Provides Consolidated Earnings Guidance for the Second Quarter of 2026Magnachip Semiconductor Corporation provided consolidated earnings guidance for the second quarter of 2026. For the quarter, the company expects consolidated revenue from continuing operations (which includes Power Analog Solutions and Power IC businesses) to be in the range of $44.5 million to $48.5 million, roughly flat sequentially and a decrease of 2.3% year-over-year at the mid-point.
New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 61% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).
お知らせ • Apr 23Magnachip Semiconductor Corporation Launches 8Th-Generation Ultra Low-Rss(On) 12V Batteryfet Designed for Smartphone Battery Power EfficiencyMagnachip Semiconductor Corporation announced the launch of two new 8th-generation Ultra Low-Ron 12V low-voltage (LV) MOSFETs designed for high-performance smartphone battery protection circuits (PCMs). These new products target next-generation smartphones, where ultra-fast charging and energy efficiency are increasingly critical, and represent an expansion of Magnachip’s product lineup, strengthening its competitiveness in the mobile battery protection FET market. One of them is in mass production and is currently being supplied to a major global smartphone manufacturer, having demonstrated proven performance and reliability. As smartphones incorporate advanced AI functionalities and increasingly high-performance applications, computational loads are rising, driving the importance of power efficiency and charging performance. As a result, MOSFETs used in battery protection circuits (PCMs) are required to deliver low on-resistance, high current density, and efficient performance within limited board space. In addition, the growing adoption of innovative form factors such as foldable and rollable devices further constrains circuit design space, increasing the importance of enhancing performance within the same footprint while reducing component count. The new products are designed as main switching devices in smartphone battery protection circuits (PCMs), performing critical functions such as overcharge and over-discharge protection, as well as charge and discharge current control. They offer two key advantages: First, by significantly reducing on-resistance within the same package size, the products minimize heat generation. The MDWC12D013PERH achieves more than a 50% improvement in on-resistance (Rss(on)) compared to Magnachip’s 7th-generation device of the same size, resulting in a temperature reduction of up to 10°C under identical test conditions. This reduced heat contributes to extended battery life and improved charging stability in smartphones. Second, enhanced current density and pin-to-pin compatibility enable replacement and integration within existing circuit designs, reducing PCB footprint and the number of FETs required, which helps reduce production costs. This allows manufacturers to utilize the saved space for larger battery capacity or slimmer device designs. The new products incorporate Magnachip’s 8th-generation technology, utilizing a high-density trench cell structure. They reduce specific on-resistance (Rsp) by approximately 48% and improve current density by approximately 185% compared to the previous generation, achieving RSS(on) Typ. below 1mO. Magnachip plans to introduce 22V Ultra Low-Ron products within the year, further expanding its LV MOSFET portfolio for high-performance mobile devices. At PCIM Europe 2026 in Nuremberg, Germany (Hall 6, Booth 337), Magnachip will showcase its power semiconductor solutions, including these new products. Magnachip’s New 8th-generation LV MOSFETs Product VSS [V] RSS(on) [mO] @VGS=3.8V Package (mm) Max. Typ. MDWS12D012PERH 12 1.2 0.9 WLCSP (3.20 x 1.95) MDWC12D013PERH 12 1.2 0.9 WLCSP (2.98 x 1.49).
お知らせ • Apr 10Magnachip Semiconductor Corporation to Report Q1, 2026 Results on Apr 28, 2026Magnachip Semiconductor Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
お知らせ • Mar 30Magnachip Semiconductor Corporation Launches 8th-Generation 40V And 60V MV MOSFETs For Servers And High-Performance PCsMagnachip Semiconductor Corporation announced the launch of its new 8th-generation 40V and 60V Medium-Voltage (MV) MOSFETs, designed for server and high-performance PC power supply units. As power demand in the global server and data center market increases, power efficiency and power density have emerged as important factors for power semiconductor solutions used in servers and data center applications. With these new 8th-generation MV MOSFETs, Magnachip expands its solution offerings to simultaneously meet customers' efficiency and reliability requirements in the fast-growing server and high-performance computing (HPC) power supply market, further reinforcing its competitiveness in high-value-added power solutions. These new products are designed for use in the Synchronous Rectification (SR) stage of server and PC power systems. Incorporating Advanced SGT technology, the 40V products deliver up to 40% improvement in current density and approximately 25% faster switching speed compared to the previous generation, while the 60V products achieve up to 50% improvement in current density and 60% faster switching speed. In addition, fast anti-parallel diode technology is applied to rapidly dissipate residual current generated during switching, which can enhance overall system stability. The devices support a wide operating temperature range of up to 175°C, which enables stable performance even in high-temperature environments, and adopt a compact PDFN56 package to facilitate high-density and compact power designs. Built to meet JEDEC standards, these MOSFETs are designed for use not only in server and high-performance PC power supply units, but also in solar inverters and industrial power systems where high efficiency and reliability are important. Following the launch of the 0.7mO 40V product in May 2025, Magnachip is further strengthening its 8th-generation MV MOSFET portfolio with diverse voltage and RDS(on) options by introducing three additional products: 0.8mO 40V, 1.0mO 40V, and 1.05mO 60V devices. According to global market research firm Omdia, the global server and data center power supply market (Computing and Data Storage) is projected to grow from approximately $2,300 million in 2025 to $3,000 million in 2029, representing a compound annual growth rate (CAGR) of 7.4%. Through this expanded product lineup, Magnachip aims to further strengthen its technological competitiveness and market share in the rapidly growing power semiconductor market. At PCIM Europe 2026 in Nuremberg, Germany (Hall 6, Booth 337), Magnachip will present its latest MV MOSFET solutions, highlighting their role in enabling high-efficiency and high-density power systems. Magnachip’s Server/PSU MXT MV MOSFET Series Product VDS [V] RDS(on),max [mO] @ VGS=10V Vth typ. [V] Package MDU040N007PSLVRH 40 0.7 1.8 PDFN56 MDU040N008PSVRH 40 0.8 3.0 MDU040N010PSVRH 40 1.0 3.0 MDU060N010PSVRH 60 1.05 3.0.
お知らせ • May 04Magnachip Semiconductor Corporation, Annual General Meeting, Jun 11, 2026Magnachip Semiconductor Corporation, Annual General Meeting, Jun 11, 2026.
お知らせ • Apr 29Magnachip Semiconductor Corporation Provides Consolidated Earnings Guidance for the Second Quarter of 2026Magnachip Semiconductor Corporation provided consolidated earnings guidance for the second quarter of 2026. For the quarter, the company expects consolidated revenue from continuing operations (which includes Power Analog Solutions and Power IC businesses) to be in the range of $44.5 million to $48.5 million, roughly flat sequentially and a decrease of 2.3% year-over-year at the mid-point.
New Risk • Apr 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 61% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).
お知らせ • Apr 23Magnachip Semiconductor Corporation Launches 8Th-Generation Ultra Low-Rss(On) 12V Batteryfet Designed for Smartphone Battery Power EfficiencyMagnachip Semiconductor Corporation announced the launch of two new 8th-generation Ultra Low-Ron 12V low-voltage (LV) MOSFETs designed for high-performance smartphone battery protection circuits (PCMs). These new products target next-generation smartphones, where ultra-fast charging and energy efficiency are increasingly critical, and represent an expansion of Magnachip’s product lineup, strengthening its competitiveness in the mobile battery protection FET market. One of them is in mass production and is currently being supplied to a major global smartphone manufacturer, having demonstrated proven performance and reliability. As smartphones incorporate advanced AI functionalities and increasingly high-performance applications, computational loads are rising, driving the importance of power efficiency and charging performance. As a result, MOSFETs used in battery protection circuits (PCMs) are required to deliver low on-resistance, high current density, and efficient performance within limited board space. In addition, the growing adoption of innovative form factors such as foldable and rollable devices further constrains circuit design space, increasing the importance of enhancing performance within the same footprint while reducing component count. The new products are designed as main switching devices in smartphone battery protection circuits (PCMs), performing critical functions such as overcharge and over-discharge protection, as well as charge and discharge current control. They offer two key advantages: First, by significantly reducing on-resistance within the same package size, the products minimize heat generation. The MDWC12D013PERH achieves more than a 50% improvement in on-resistance (Rss(on)) compared to Magnachip’s 7th-generation device of the same size, resulting in a temperature reduction of up to 10°C under identical test conditions. This reduced heat contributes to extended battery life and improved charging stability in smartphones. Second, enhanced current density and pin-to-pin compatibility enable replacement and integration within existing circuit designs, reducing PCB footprint and the number of FETs required, which helps reduce production costs. This allows manufacturers to utilize the saved space for larger battery capacity or slimmer device designs. The new products incorporate Magnachip’s 8th-generation technology, utilizing a high-density trench cell structure. They reduce specific on-resistance (Rsp) by approximately 48% and improve current density by approximately 185% compared to the previous generation, achieving RSS(on) Typ. below 1mO. Magnachip plans to introduce 22V Ultra Low-Ron products within the year, further expanding its LV MOSFET portfolio for high-performance mobile devices. At PCIM Europe 2026 in Nuremberg, Germany (Hall 6, Booth 337), Magnachip will showcase its power semiconductor solutions, including these new products. Magnachip’s New 8th-generation LV MOSFETs Product VSS [V] RSS(on) [mO] @VGS=3.8V Package (mm) Max. Typ. MDWS12D012PERH 12 1.2 0.9 WLCSP (3.20 x 1.95) MDWC12D013PERH 12 1.2 0.9 WLCSP (2.98 x 1.49).
お知らせ • Apr 10Magnachip Semiconductor Corporation to Report Q1, 2026 Results on Apr 28, 2026Magnachip Semiconductor Corporation announced that they will report Q1, 2026 results After-Market on Apr 28, 2026
お知らせ • Mar 30Magnachip Semiconductor Corporation Launches 8th-Generation 40V And 60V MV MOSFETs For Servers And High-Performance PCsMagnachip Semiconductor Corporation announced the launch of its new 8th-generation 40V and 60V Medium-Voltage (MV) MOSFETs, designed for server and high-performance PC power supply units. As power demand in the global server and data center market increases, power efficiency and power density have emerged as important factors for power semiconductor solutions used in servers and data center applications. With these new 8th-generation MV MOSFETs, Magnachip expands its solution offerings to simultaneously meet customers' efficiency and reliability requirements in the fast-growing server and high-performance computing (HPC) power supply market, further reinforcing its competitiveness in high-value-added power solutions. These new products are designed for use in the Synchronous Rectification (SR) stage of server and PC power systems. Incorporating Advanced SGT technology, the 40V products deliver up to 40% improvement in current density and approximately 25% faster switching speed compared to the previous generation, while the 60V products achieve up to 50% improvement in current density and 60% faster switching speed. In addition, fast anti-parallel diode technology is applied to rapidly dissipate residual current generated during switching, which can enhance overall system stability. The devices support a wide operating temperature range of up to 175°C, which enables stable performance even in high-temperature environments, and adopt a compact PDFN56 package to facilitate high-density and compact power designs. Built to meet JEDEC standards, these MOSFETs are designed for use not only in server and high-performance PC power supply units, but also in solar inverters and industrial power systems where high efficiency and reliability are important. Following the launch of the 0.7mO 40V product in May 2025, Magnachip is further strengthening its 8th-generation MV MOSFET portfolio with diverse voltage and RDS(on) options by introducing three additional products: 0.8mO 40V, 1.0mO 40V, and 1.05mO 60V devices. According to global market research firm Omdia, the global server and data center power supply market (Computing and Data Storage) is projected to grow from approximately $2,300 million in 2025 to $3,000 million in 2029, representing a compound annual growth rate (CAGR) of 7.4%. Through this expanded product lineup, Magnachip aims to further strengthen its technological competitiveness and market share in the rapidly growing power semiconductor market. At PCIM Europe 2026 in Nuremberg, Germany (Hall 6, Booth 337), Magnachip will present its latest MV MOSFET solutions, highlighting their role in enabling high-efficiency and high-density power systems. Magnachip’s Server/PSU MXT MV MOSFET Series Product VDS [V] RDS(on),max [mO] @ VGS=10V Vth typ. [V] Package MDU040N007PSLVRH 40 0.7 1.8 PDFN56 MDU040N008PSVRH 40 0.8 3.0 MDU040N010PSVRH 40 1.0 3.0 MDU060N010PSVRH 60 1.05 3.0.
Reported Earnings • Mar 09Full year 2025 earnings released: US$0.39 loss per share (vs US$1.44 loss in FY 2024)Full year 2025 results: US$0.39 loss per share (improved from US$1.44 loss in FY 2024). Revenue: US$178.9m (down 23% from FY 2024). Net loss: US$14.2m (loss narrowed 74% from FY 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 05Magnachip Semiconductor Corporation Provides Consolidated Earnings Guidance for the First Quarter of 2026Magnachip Semiconductor Corporation provided consolidated earnings guidance for the first quarter of 2026. Consolidated revenue from continuing operations (which includes Power Analog Solutions and Power IC businesses) to be in the range of $44.0 to $48.0 million, up 13.4% sequentially and up 2.9% year-over-year at the mid-point. This compares with $40.6 million in fourth quarter 2025 and $44.7 million in first quarter of 2025.
お知らせ • Feb 26Magnachip Semiconductor Corporation Launches New 24V batteryFET for Tri-Fold Smartphone Battery ProtectionMagnachip Semiconductor Corporation announced the launch of its new 7th-generation 24V MXT LV MOSFET1 specifically designed for battery protection circuits in next-generation tri-fold smartphones, strengthening its presence in the premium foldable smartphone market. The product is now in mass production and is currently being supplied to a major global smartphone manufacturer, having demonstrated proven performance and reliability. The newly introduced 24V Dual N-channel MOSFET (MDWC24D058ERH) incorporates Magnachip's proprietary Super-Short Channel FET (SSCFET®?) technology, reducing chip size by approximately 26% compared to the previous version. Tri-fold smartphones feature a new form factor that folds twice and operates three displays simultaneously, enabling high-performance multitasking. As a result, their internal structures have become more complex, power-efficient and reliable, while also becoming increasingly critical in design. Accordingly, these devices demand highly integrated and efficient MOSFET solutions to manage complex internal structures while ensuring power stability. In addition to tri-fold smartphones, the new product can be applied across a wide range of mobile applications, including wearable devices and tablets. It reduces RSS(on), a major source of power loss, by up to approximately 31%, helping to reduce heat generation. The new product also improves current density per unit area by approximately 48% compared to conventional trench processes, supporting stable voltage control under high-current conditions. In addition, it integrates electrostatic discharge (ESD) protection of more than 2kV, helping to safeguard battery systems from external disturbances. According to market research firm Omdia, the market for silicon power MOSFETs below 40V, including smartphone batteryFETs, is expected to grow from approximately $4.2 billion in 2025 to approximately $5.2 billion in 2029, representing a compound annual growth rate of about 4.6%. Within this market, the premium smartphone segment, including tri-fold smartphones, is expected to drive growth, supported by increasing demand for high-performance and high-efficiency components.
New Risk • Feb 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$95.4m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 59% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$95.4m market cap).
お知らせ • Feb 12Magnachip Semiconductor Corporation to Report Q4, 2025 Results on Mar 04, 2026Magnachip Semiconductor Corporation announced that they will report Q4, 2025 results After-Market on Mar 04, 2026
New Risk • Jan 29New major risk - Revenue and earnings growthEarnings have declined by 59% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Jan 20+ 1 more updateMagnachip Semiconductor Corporation Announces Launch of Its New Series of Insulated Gate Bipolar TransistorsMagnachip Semiconductor Corporation announced the launch of its new series of Insulated Gate Bipolar Transistors (IGBTs) designed for solar inverters and industrial Energy Storage Systems (ESS), further strengthening its position in the high-efficiency power semiconductor market. The newly introduced 650V and 1200V new Generation Discrete IGBT products are designed for use in solar inverters and ESS applications. By significantly reducing the cell pitch from the previous generation, Magnachip has achieved a substantial increase in current capacity. In addition, the improved Reverse Bias Safe Operating Area (RBSOA) helps to ensure stable and reliable performance under harsh high-voltage and high-current conditions. The products are available in both standard TO-247 and high-capacity TO-247 Plus packages, providing customers with design flexibility for a wide range of applications. According to market research firm Omdia, the global solar inverter and ESS market is expected to grow from approximately $1.4 billion in 2024 to $2.7 billion in 2029, representing a compound annual growth rate (CAGR) of approximately 10.6%. With global carbon-neutrality initiatives accelerating, energy efficiency and high power density have become key performance metrics in inverter design. Magnachip already supplies IGBT products to major domestic and international solar inverter manufacturers, earning recognition for high product quality and advanced technology. With this new product launch, the company is expanding its portfolio to cover a wide capacity range -- from residential inverters to industrial systems up to 150 kW -- allowing customers to select suitable products for their operating environment. The new generation IGBTs leverage Advanced Field Stop Trench technology, with enhanced design and refined process technology compared to the previous generation. Specifically, the cell pitch has been reduced by approximately 40%, significantly increasing current capacity within the same die area. Furthermore, RBSOA, which defines the semiconductor's safe operating limits, has been enhanced by over 30%, ensuring robust stability under high-voltage and high -current conditions. This makes it suitable for a wider range of power applications. Magnachip plans to further expand its product lineup in the first half of 2026 by introducing a high-current series rated up to 650V 150A, as well as new 750V products. The company also plans to add the 'TO-247-4Lead' package, featuring a Kelvin pin for improved switching efficiency, further enhancing its IGBT lineup. This will enable Magnachip to offer a broader range of design options for customers in the solar and ESS markets, which are trending toward higher capacity and efficiency.
お知らせ • Jan 14Magnachip Semiconductor Corporation Announces Retirement of Director Ilbok Lee, Effective January 14, 2026Magnachip Semiconductor Corporation announced that Ilbok Lee has notified the Company of his intention to retire from the Company’s Board of Directors, to be effective at the Company’s next scheduled Board meeting to be held on January 14, 2026. Dr. Lee joined Magnachip’s Board in August 2011 and has served in multiple capacities for the Board during that time, including as Chair of the Nominating and Corporate Governance Committee, and as a member of the Board’s Audit, Risk and Strategic Review Committees. During his tenure, Dr. Lee provided critical insight across a broad range of strategic, operational, and governance matters, and has been widely respected for his deep technical insight, thoughtful judgment, and unwavering commitment to the Company, its employees, and its values. Dr. Lee’s departure is due to personal reasons and is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices.
分析記事 • Jan 07Is Magnachip Semiconductor (NYSE:MX) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 16Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: US$0.29 loss per share (further deteriorated from US$0.10 loss in 3Q 2024). Revenue: US$45.9m (down 17% from 3Q 2024). Net loss: US$10.6m (loss widened 171% from 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 71%. Revenue is expected to decline by 9.5% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in the US are expected to grow by 19%. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 08Benign Growth For Magnachip Semiconductor Corporation (NYSE:MX) Underpins Stock's 28% PlummetMagnachip Semiconductor Corporation ( NYSE:MX ) shareholders won't be pleased to see that the share price has had a...
お知らせ • Oct 29Magnachip Semiconductor Corporation Launches 650V Super Junction TOLL Package Products with Integrated Kelvin SourceMagnachip Semiconductor Corporation announced the release of two new 650V Super Junction MOSFET (SJ MOSFET) products, adopting the TO-Leadless (TOLL) package, that are designed to meet the high-power and high-current requirements of premium consumer electronics such as premium TVs, gaming monitors, AI laptop adaptors, and chargers. Current Magnachip products with TOLL packaging, such as the 80V - 200V eXtreme Trench MOSFETs, use a 3-pin configuration. The new 650V SJ MOSFETs have a 4-pin Kelvin configuration, which minimizes the effects of parasitic inductance on the gate-source return path, thereby improving switching stability and overall power efficiency by reducing gate oscillation (Ringing). As compared to a conventional D2PAK package, the 4-pin TOLL package delivers more than a 100% increase in current capability, a 24% reduction in footprint and a 48% reduction in height. Therefore, the 4-pin ToLL package is suitable for smaller PCB and high-power density applications, which demand high power efficiency and effective heat dissipation performance.
お知らせ • Oct 22Magnachip Semiconductor Corporation to Report Q3, 2025 Results on Nov 03, 2025Magnachip Semiconductor Corporation announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
Recent Insider Transactions • Aug 28Chairman of the Board & Interim CEO recently bought US$85k worth of stockOn the 22nd of August, Camillo Martino bought around 30k shares on-market at roughly US$2.84 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Camillo has been a buyer over the last 12 months, purchasing a net total of US$158k worth in shares.
New Risk • Aug 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$26m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$96.3m market cap).
分析記事 • Aug 12Why Investors Shouldn't Be Surprised By Magnachip Semiconductor Corporation's (NYSE:MX) 33% Share Price PlungeMagnachip Semiconductor Corporation ( NYSE:MX ) shares have had a horrible month, losing 33% after a relatively good...
お知らせ • Aug 12+ 1 more updateYJ Kim to Step Down as Member of the Board of Directors of Magnachip Semiconductor Corporation, Effective August 11, 2025Magnachip Semiconductor Corporation announced that YJ Kim has agreed to step down as a member of the Board of Directors, effective August 11, 2025.
New Risk • Aug 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$98.9m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (US$26m net loss next year). Market cap is less than US$100m (US$98.9m market cap).
Seeking Alpha • Aug 05Magnachip Semiconductor: Cheap Valuations, But Headwinds Outweigh The Tailwinds, In The Short-TermSummary Magnachip Semiconductor, a South Korean-based provider of power semiconductor platform solutions, has experienced a brutal start to the current month after outperforming other international small-caps over the past 3 months. The company reported Q2 results last week, and while the headline numbers relative to consensus seemed acceptable on the surface, the outlook ahead for H2 looks concerning. MX won't have the benefit of pull-ins, while pricing pressure on older generation products, which still dominate new design wins, doesn't bode well. MX's forward price to sales multiple versus its peer looks very cheap, but that is a function of a dismal revenue outlook, while its FCF yield also looks distressing. MX may work as a mean-reversion prospect within the semiconductor universe, but developments on the standalone daily charts don't support a long position now. Read the full article on Seeking Alpha
Reported Earnings • Aug 03Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$0.23 (up from US$0.34 loss in 2Q 2024). Revenue: US$47.6m (down 10% from 2Q 2024). Net income: US$8.49m (up US$21.5m from 2Q 2024). Profit margin: 18% (up from net loss in 2Q 2024). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is expected to decline by 8.9% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in the US are expected to grow by 17%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 01+ 1 more updateMagnachip Semiconductor Corporation Revises Consolidated Earnings Guidance for the Fiscal Year 2025Magnachip Semiconductor Corporation revised consolidated earnings guidance for the fiscal year 2025. For the year, Consolidated revenue from continuing operations is now expected to be flattish as compared to previous forecast of mid-to-high single digit growth year-over-year, due to a challenging macroeconomic environment related to tariff uncertainty and pricing pressure on older generation products in China. This compares with equivalent revenue of $185.8 million in 2024.
お知らせ • Jul 29Magnachip Semiconductor Corporation Introduces TOLT-Packaged 80V MXT MOSFET for E-Scooters and LEVsMagnachip Semiconductor Corporation announced the release of a new 80V MXT MV MOSFET, MDLT080N017RH, featuring a TOLT (TO-Leaded Top-Side Cooling) package. The Company has already begun supplying the new MOSFET to a leading global electric motor manufacturer. The TOLT-packaged MOSFET delivers a major advancement in thermal management. Unlike conventional TOLL (TO-Leadless) packages that dissipate heat through the bottom, the TOLT package is engineered to release heat directly from the top via a mounted metal heat sink. This innovative structure substantially reduces thermal resistance between the junction and the external environment, making it well-suited for thermally demanding applications, such as e-scooters and LEVs. Simulations and tests conducted by Magnachip demonstrated that new 80V MOSFET solution achieved an average 22% reduction in junction temperature compared to using standard TOLL packages. This improvement not only extends an application's lifespan, but also enhances the system reliability. Furthermore, the TOLT package enables compact, lightweight application designs due to its high power density and efficient thermal flow that does not compromise current-handling capability and thermal safety margins.
お知らせ • Jul 11Magnachip Semiconductor Corporation to Report Q2, 2025 Results on Jul 31, 2025Magnachip Semiconductor Corporation announced that they will report Q2, 2025 results After-Market on Jul 31, 2025
分析記事 • Jun 16Shareholders May Be Wary Of Increasing Magnachip Semiconductor Corporation's (NYSE:MX) CEO Compensation PackageKey Insights Magnachip Semiconductor's Annual General Meeting to take place on 23rd of June Salary of US$561.7k is part...
New Risk • May 19New major risk - Revenue and earnings growthEarnings have declined by 45% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 45% per year over the past 5 years. Minor Risk Currently unprofitable and not forecast to become profitable next year (US$24m net loss next year).
お知らせ • May 13Magnachip Semiconductor Corporation Provides Consolidated Earnings Guidance for the Second Quarter and Reiterates Earnings Guidance for the Full Year 2025Magnachip Semiconductor Corporation provided Consolidated earnings guidance for the second quarter and reiterated earnings guidance for the full year 2025. For the quarter, the company expects consolidated revenue from continuing operations (which includes PAS and Power IC businesses) to be in the range of $45 million to $49 million, up 5.2% sequentially and up 6.6% year-over-year at the mid-point. This compares with equivalent revenue of $44.7 million in first quarter of 2025 and $44.1 million in second quarter of 2024. For the full-year 2025, the company currently reiterates Consolidated revenue from continuing operations to grow mid-to-high single digit year-over-year as compared with equivalent revenue of $185.8 million in 2024.
お知らせ • Apr 30Magnachip Semiconductor Corporation, Annual General Meeting, Jun 23, 2025Magnachip Semiconductor Corporation, Annual General Meeting, Jun 23, 2025.
お知らせ • Apr 22Magnachip Semiconductor Corporation to Report Q1, 2025 Results on May 12, 2025Magnachip Semiconductor Corporation announced that they will report Q1, 2025 results After-Market on May 12, 2025
New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.7m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$13m net loss in 2 years). Market cap is less than US$100m (US$97.7m market cap).
新しいナラティブ • Apr 04Next-generation Power Products Will Unlock Automotive And AI Markets The strategic shift to focus on power businesses and expand into automotive, industrial, and AI markets is aimed at enhancing profitability and net margins.
分析記事 • Mar 29Why Investors Shouldn't Be Surprised By Magnachip Semiconductor Corporation's (NYSE:MX) 25% Share Price PlungeMagnachip Semiconductor Corporation ( NYSE:MX ) shares have had a horrible month, losing 25% after a relatively good...
Recent Insider Transactions • Mar 19Independent Director recently bought US$74k worth of stockOn the 13th of March, Gilbert Nathan bought around 20k shares on-market at roughly US$3.68 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$147k more in shares than they have sold in the last 12 months.
Reported Earnings • Mar 14Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$1.44 loss per share (further deteriorated from US$0.89 loss in FY 2023). Revenue: US$231.7m (flat on FY 2023). Net loss: US$54.3m (loss widened 48% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is expected to decline by 3.9% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in the US are expected to grow by 16%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 12+ 2 more updatesMagnachip Semiconductor Corporation Introduces 25 New Gen6 SJ MOSFETs to Expand Power Product Lineup for AI, Industrial Applications and Smart Home AppliancesMagnachip Semiconductor Corporation announced a significant expansion of its product lineup with the launch of 25 new 6th-generation (Gen6) SJ MOSFETs (Super Junction Metal-Oxide-Semiconductor Field-Effect Transistors). The switching speeds of the newly developed Gen6 SJ MOSFETs have been improved by approximately 23%, reducing the RSP of applications by about 40% compared to the previous generation, thereby enhancing the Figure of Merit by 40%. Additionally, a Zener diode is embedded between the gate and source to enhance reliability and protect the SJ MOSFETs from ESD-induced damage. The chip sizes of the new products are also approximately 30% smaller than their predecessor product. The new product lineup consists of 600V, 650V, and 700V voltage ratings and is available in 7 package types, including TO220, TO220FT, SOT223, PDFN88, and D2PAK, with high-demand options, such as DPAK and TO220F. As a result, these SJ MOSFETs are well-suited for various applications requiring high power efficiency, including AI TVs, smart refrigerators, AI laptop adapters and power supplies. According to market research firm Omdia, the global smart home device market is projected to grow by 20% annually from 2025 to 2028.
Seeking Alpha • Feb 11Magnachip: Potential Sale Is The Only Way OutSummary Magnachip is up for sale at up to $274 million, serving as a potential catalyst, but its negative profitability makes it a hold for now. The company has a strong balance sheet but is facing declining sales and profitability, making a sale to a larger player the best path forward. Magnachip remains an innovator with valuable assets and technological talent, increasing its attractiveness for a potential buyout. Investors should hold and monitor for buyout news, with a potential buy recommendation if the stock drops below $3 or more evidence of a sale emerges. Read the full article on Seeking Alpha
お知らせ • Feb 11Magnachip Semiconductor Corporation to Report Q4, 2024 Results on Mar 12, 2025Magnachip Semiconductor Corporation announced that they will report Q4, 2024 results Pre-Market on Mar 12, 2025
分析記事 • Dec 27Health Check: How Prudently Does Magnachip Semiconductor (NYSE:MX) Use Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Nov 27Magnachip Semiconductor Corporation's (NYSE:MX) Prospects Need A Boost To Lift SharesYou may think that with a price-to-sales (or "P/S") ratio of 0.7x Magnachip Semiconductor Corporation ( NYSE:MX ) is...
Reported Earnings • Nov 13Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: US$0.26 loss per share (further deteriorated from US$0.13 loss in 3Q 2023). Revenue: US$66.5m (up 8.5% from 3Q 2023). Net loss: US$9.62m (loss widened 86% from 3Q 2023). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 02Magnachip Semiconductor Corporation Provides Consolidated Earnings Guidance for the Fourth Quarter of 2024Magnachip Semiconductor Corporation provided consolidated earnings guidance for the fourth quarter of 2024. For the quarter, the company expects consolidated revenue to be in the range of $59.0 to $64.0 million, including approximately $2.0 million of Transitional Foundry Services.
New Risk • Nov 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.4% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable next year (US$46m net loss next year).
お知らせ • Oct 10Magnachip Semiconductor Corporation to Report Q3, 2024 Results on Oct 30, 2024Magnachip Semiconductor Corporation announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
Major Estimate Revision • Aug 07Consensus EPS estimates upgraded to US$1.26 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$235.8m to US$227.2m. 2024 losses expected to reduce from -US$1.42 to -US$1.26 per share. Semiconductor industry in the US expected to see average net income growth of 13% next year. Consensus price target of US$7.50 unchanged from last update. Share price rose 3.0% to US$5.07 over the past week.
Reported Earnings • Aug 04Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: US$0.34 loss per share (further deteriorated from US$0.095 loss in 2Q 2023). Revenue: US$53.2m (down 13% from 2Q 2023). Net loss: US$13.0m (loss widened 229% from 2Q 2023). Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 01+ 1 more updateMagnachip Semiconductor Corporation Revises Consolidated Earnings Guidance for the Full-Year 2024Magnachip Semiconductor Corporation revised consolidated earnings guidance for the full-year 2024. For the year, the company expects consolidated revenue flattish-to-slightly down, compared to prior expectation of flat-to-up-slightly year-over-year.
お知らせ • Jul 30Magnachip Semiconductor Corporation Unveils its First 8th-Generation MXT LV MOSFET Designed with Super- Short Channel FET IIMagnachip Semiconductor Corporation announced the release of its 8th-generation 1)MXT LV MOSFET (Metal Oxide Semiconductor Field Effect Transistor) for smartphone battery protection circuits. Magnachip has introduced its proprietary Super-Short Channel FET II (SSCFET® II) technology for the first time in the Company’s new 12V Dual N-channel MOSFET (MDWC12D024PERH). SSCFET® II is Magnachip's latest design technology that significantly reduces the channel length, thereby lowering the 2)RSS(on). Compared to the previous generation product of the same size, the RSS(on) of this product is reduced by approximately 22%. This reduction decreases power loss, shortens smartphone charging times, and lowers the internal temperature of smartphones by about 12% in fast charging mode. With global smartphone manufacturers enhancing AI capabilities in smartphones, the importance of MOSFET products is growing. Magnachip's new 12V MXT LV MOSFET features high power efficiency and is optimized for a wide range of battery protection applications in premium smartphones, particularly on-device AI smartphones. According to market research firm Omdia, shipments of on-device AI smartphones are expected to grow at an average annual rate of 50% from 2024 to 2028, reaching 606 million units in 2028.
Seeking Alpha • Jul 24Magnachip Semiconductor: Rolling The Dice On A Speculative TurnaroundSummary The charts have leaned bearish for a long time for MX, but the last few months have been more neutral and some would even say bullish. The headline numbers have been getting worse in recent years, but growth has returned under the hood, and they are expected to get better. A low valuation for MX is arguably justified if MX keeps contracting, but not if MX returns to growing the top line and the bottom line thereafter. Long MX is a bet with risks attached, and it may not necessarily pay off, but there is enough to think it will in due time. Read the full article on Seeking Alpha
お知らせ • Jul 11Magnachip Semiconductor Corporation to Report Q2, 2024 Results on Jul 31, 2024Magnachip Semiconductor Corporation announced that they will report Q2, 2024 results After-Market on Jul 31, 2024
Seeking Alpha • May 14Magnachip: Buy The Stock For Cash On The Balance Sheet, Get The Chip Business For $1 Per ShareSummary Magnachip Semiconductor's stock has dropped to just under $5 per share, making it incredibly undervalued. Insiders, including the CEO, have been accumulating shares, indicating confidence in the stock's undervaluation. The company reported better than expected Q1 2024 earnings and has secured new design wins, suggesting future growth potential. Read the full article on Seeking Alpha
Reported Earnings • May 06First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: US$0.40 loss per share (improved from US$0.49 loss in 1Q 2023). Revenue: US$49.1m (down 14% from 1Q 2023). Net loss: US$15.4m (loss narrowed 28% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.6%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
New Risk • May 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.7% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$41m net loss in 2 years).
お知らせ • May 03Magnachip Semiconductor Corporation Provides Consolidated Earnings Guidance for the Second Quarter of 2024 and Reiterates Consolidated Earnings Guidance for the Full Year 2024Magnachip Semiconductor Corporation provided consolidated earnings guidance for the second quarter of 2024 and reiterated consolidated earnings guidance for the full year 2024. For the quarter, the company expects consolidated revenue to be in the range of $49 million to $54 million, including approximately $1.5 million of Transitional Foundry Services.For the full year, the company reiterates consolidated revenue flat-to-up-slightly year-over-year as recovery in MSS and PAS is offset by the phase-out of Transitional Foundry Services.
お知らせ • May 01Magnachip Semiconductor Corporation, Annual General Meeting, Jun 13, 2024Magnachip Semiconductor Corporation, Annual General Meeting, Jun 13, 2024, at 20:01 Eastern Daylight. Agenda: To elect the five director nominees named in the Proxy Statement to our Board of Directors; to conduct an advisory non-binding vote on the compensation of our named executive officers as described in the Proxy Statement; to ratify the appointment of Samil PricewaterhouseCoopers as our independent registered public accounting firm for the fiscal year ending December 31, 2024; to conduct an advisory non-binding vote on the frequency of future advisory (non-binding) votes on the compensation of our named executive officers; and to transact such other business as may properly come before the meeting.
お知らせ • Apr 30Magnachip Semiconductor Corporation Boosts Its Extensive Automotive Product Lineup with the Release of A New 40V Mxt Mv MosfetMagnachip Semiconductor Corporation announced the release of its new 40V MXT MV MOSFET1. With this latest addition, the Company now offers 13 MOSFET and IGBT products for a wide range of automotive applications. As the automotive industry adopts advanced technologies such as autonomous driving and enhanced infotainment systems, the demand for high-efficiency power solutions increases. According to Omdia, a global market research firm, the automotive power discrete market is projected to grow 14% annually from 2024 to 2027. Magnachip entered the automotive sector in April 2022 with its first 40V MOSFET and has since broadened its product offerings by releasing 30V, -40V (P-channel MOSFET2), 60V, and 250V MOSFETs for vehicles. In September 2023, the Company introduced 650V and 1200V IGBTs for positive temperature coefficient heaters and e-compressors for automotive. In the last two years, Magnachip's power products have been integrated into vehicles of major automotive manufacturers in the United States, Korea, Japan and China. Leveraging its technological capabilities, Magnachip now unveils this 40V MOSFET (AMDD040N055RH) in the Decawatt Package (DPAK). The new MOSFET offers exceptional versatility for various automotive applications, such as motor control systems or power seat modules and electric stability control systems for reverse battery protection.
お知らせ • Apr 16Magnachip Semiconductor Corporation to Report Q1, 2024 Results on May 02, 2024Magnachip Semiconductor Corporation announced that they will report Q1, 2024 results After-Market on May 02, 2024
Seeking Alpha • Mar 18Magnachip Semiconductor: An Intriguing Stock On A Bad StreakSummary The stock hit a new multi-year low after a Q4 report that might have been the worst ever, but MX has been on the move lately. MX is on an awful streak with the stock losing ground for almost three years, which might nonetheless be an opportunity for some. MX is calling for a return to growth in 2024 after many years, but how sustainable it is is up for discussion for several reasons. Long MX will find its supporters, and not without reason, but there will also be those who are not yet convinced now is the time. Read the full article on Seeking Alpha
Recent Insider Transactions • Mar 13CEO & Director recently bought US$100k worth of stockOn the 8th of March, Young-Joon Kim bought around 18k shares on-market at roughly US$5.61 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Young-Joon has been a buyer over the last 12 months, purchasing a net total of US$191k worth in shares.
Reported Earnings • Mar 04Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: US$0.89 loss per share (further deteriorated from US$0.18 loss in FY 2022). Revenue: US$230.1m (down 32% from FY 2022). Net loss: US$36.6m (loss widened 356% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 9.7% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 01Revenues Working Against Magnachip Semiconductor Corporation's (NYSE:MX) Share PriceMagnachip Semiconductor Corporation's ( NYSE:MX ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a...
お知らせ • Mar 01Magnachip Semiconductor Corporation Provides Consolidated Revenue Guidance for First Quarter 2024 and Full-Year 2024Magnachip Semiconductor Corporation provided consolidated revenue guidance for First Quarter 2024 and full-year 2024. For First Quarter 2024, Consolidated revenue to be in the range of 46 to 51million, including approximately 3 million of Transitional Foundry Services. MSS revenue to be in the range of 8 to 10 million. This compares with MSS equivalent revenue of 8.6 million in Fourth Quarter 2023. PAS revenue to be in the range of 35 to 38 million. This compares with PAS equivalent revenue of 32.6 million in Fourth Quarter 2023.For full-year 2024, the company expects MSS revenue to grow double digits year-over-year as compared with MSS equivalent revenue of 44.4 million in 2023. PAS revenue to grow double digits year-over-year as compared with PAS equivalent revenue of 151.3 million in 2023.
New Risk • Feb 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$47m net loss in 2 years).
お知らせ • Feb 08Magnachip Semiconductor Corporation to Report Q4, 2023 Results on Feb 28, 2024Magnachip Semiconductor Corporation announced that they will report Q4, 2023 results After-Market on Feb 28, 2024
Seeking Alpha • Jan 01Magnachip: This $7 Stock Could Be The Biggest Bargain In The Chip SectorSummary Buying undervalued stocks during tax-loss season can lead to big gains into the New Year. Buying tech/chip stocks at or near cyclical lows can also generate big profits. Magnachip Semiconductor appears to have hit rock-bottom levels and could rebound significantly in the coming upcycle. This company has a cash-rich balance sheet and a significant share buyback plan, plus insiders have recently bought shares. I am Hawkinvest. For many years I have been researching and writing about contrarian buying opportunities that can create outsized portfolio gains. Read the full article on Seeking Alpha
お知らせ • Dec 18Magnachip Semiconductor Corporation Commences Full-Scale Mass Production of New 30V MXT LV MOSFET for Electric Power Steering SystemsMagnachip Semiconductor Corporation announced that the Company has begun full-scale mass production of its new 30V MXT LV Metal-Oxide-Semiconductor Field-Effect Transistors (MOSFETs) used in Electronic Control Units (ECUs) of Electric Power Steering (EPS) systems. This MOSFET product is being used by a global automaker. The new 30V MXT LV MOSFET provides a stable power supply to EPS, assisting a vehicle's directional control through an electric motor. This product also adheres to rigorous AEC-Q101 standards and guarantees a wide operating junction temperature range between -55°C to 175°C. The new product incorporates a highly rugged trench MOSFET structure in a thick gate oxide, which offers low resistance and excellent switching characteristics. These features reduce switching noise in applications and enhance system performance with high power efficiency. Additionally, the reduced product size, enabled by applying a PDFN 33 package of 3.3mm x 3.3mm, facilitates flexible design options for ECUs.
Recent Insider Transactions • Dec 14Key Executive recently bought US$68k worth of stockOn the 8th of December, Camillo Martino bought around 10k shares on-market at roughly US$6.80 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Camillo's only on-market trade for the last 12 months.
Seeking Alpha • Dec 04The Unfulfilled Promise Of Magnachip: Assessing Its Latest Quarter's PerformanceSummary Magnachip Semiconductor Corporation is a deeply undervalued semiconductor company with a market cap of $260 million. The company's potential acquisition by a Chinese firm was blocked by CFIUS, causing its share price to decline. Magnachip's revenue is declining, but there is hope for a turnaround in 2024 with a recovery in the power segment. Read the full article on Seeking Alpha
Price Target Changed • Nov 09Price target decreased by 18% to US$11.50Down from US$14.00, the current price target is an average from 2 analysts. New target price is 64% above last closing price of US$7.01. Stock is down 22% over the past year. The company is forecast to post a net loss per share of US$1.07 next year compared to a net loss per share of US$0.18 last year.
お知らせ • Nov 01Magnachip Semiconductor Corporation Commences Mass Production of Two New 650V SJ MOSFETs with a Slim Form FactorMagnachip Semiconductor Corporation announced that the Company has begun mass production of two new 650V Super Junction Metal-Oxide-Semiconductor Field-Effect Transistors (SJ MOSFETs) offerings. These two 650V SJ MOSFETs (MMUB65R090RURH, MMUB65R115RURH) utilize an innovative PDFN88 package, which significantly reduces their thickness and size. The thickness has been reduced by approximately 81% compared to D2PAK products and 63% compared to DPAK products, while the overall footprint has been reduced to about 41% of D2PAK SJ MOSFETs. These new SJ MOSFETs -- upgraded by the PDFN88 package -- offer excellent design flexibility, efficient heat dissipation, and low RDS(on) (the resistance value between the drain and the source of MOSFETs during on-state operation) characteristics. As a result, they are well-suited for various applications that require compact size and high efficiency, such as OLED TVs, servers, lighting products, laptop chargers and adapters. New 650V SJ MOSFETs in a PDFN88 package: Product: MMUB65R090RURH, VDS [V]: 650V, RDS(on): 90mO; Package: PDFN88; Application: OLED TVs, servers, lighting products, laptop chargers, adapters. Product: MMUB65R115RURH; VDS [V]: 650V; RDS(on): 115mO; Package: PDFN88; Application: OLED TVs, servers, lighting products, laptop chargers, adapters.
お知らせ • Oct 31Magnachip Semiconductor Corporation Introduces 6th-Generation 600V SJ MOSFET Developed with Cutting-Edge Microfabrication TechnologyMagnachip Semiconductor Corporation announced that the Company released its 6th-generation 600V Super Junction Metal Oxide Semiconductor Field Effect Transistor (SJ MOSFET) enhanced with microfabrication technology. This 6(th)-generation 600V SJ MOSFET (MMD60R175S6ZRH) was built on the 180nm microfabrication process and Magnachip's latest design technology. This sophisticated technology improves upon the previous generation of SJ MOSFETs by narrowing the cell-pitches by 50% and lowering the RDS(on) (On resistance: the resistance value between the drain and the source of MOSFETs during on-state operation) by 42%. As a result, this product comes in the same Decawatt Package (DPAK), while offering the low RDS(on) of 175m and outstanding power density. Furthermore, the total gate charge is lowered by approximately 29% compared to the previous generation, resulting in reduced switching loss and enhanced power efficiency. The power efficiency is in fact one of the key features of this product, as it gives product designers flexibility with regards to various applications. In addition, a Zener diode is embedded between the gate and the source to strengthen the ruggedness and reliability of the MOSFET in an application and prevent it from sustaining damage caused by external surges or electrostatic discharges. With its high efficiency, flexible design and reliability, this new 600V SJ MOSFet can be used in a wide range of applications, such as servers, OLED TVs and laptop fast chargers. Omdia, a global market research firm, estimates that worldwide server shipments will grow by 8% annually from 2023 to 2027, while global OLED TV shipments will increase 11% every year, reaching a total of 9.3 million units in 2027.
お知らせ • Oct 21Magnachip Semiconductor Corporation to Report Q3, 2023 Results on Nov 02, 2023Magnachip Semiconductor Corporation announced that they will report Q3, 2023 results After-Market on Nov 02, 2023
Seeking Alpha • Oct 16Magnachip Semiconductor: Is The Worst Finally Behind Us?Summary Magnachip Semiconductor Corporation stock has recently suffered a significant decline, but there are reasons to stay invested. Short-term momentum is against investors, but Magnachip Semiconductor is expected to see revenue recovery in 2024 and 2025. The company has a strong cash position and aggressive buyback program, indicating optimism for a turnaround. Read the full article on Seeking Alpha
Seeking Alpha • Sep 20Magnachip Semiconductor: May Be Worth Another Look - With A Major CaveatSummary The stock price has fallen below book value, which some see as a sign it is time to go long MX, but that alone is not necessarily enough. MX is deep in the red for a host of reasons, some of which are likely temporary in nature, but also some that may not go away easily. A turnaround might be close at hand, assuming MX manages to snag new customers, especially with the introduction of new products for the automotive market. MX has the potential to become a winner where it is at, but it is also risky in the sense that it could lead to a losing bet. Read the full article on Seeking Alpha
お知らせ • Sep 12Magnachip Semiconductor Corporation Announces the Launch of Its 1200V and 650V Insulated Gate Bipolar TransistorsMagnachip Semiconductor Corporation announced the launch of its 1200V and 650V Insulated Gate Bipolar Transistors (IGBTs), designed for the positive temperature coefficient (PTC) heaters of electric vehicles (EVs). Built upon Magnachip's cutting-edge Field Stop Trench technology, the newly introduced AMBQ40T120RFRTH (1200V) and AMBQ40T65PHRTH (650V) offer a minimum short-circuit withstand time of 10us. This remarkable level of ruggedness enables PTC heaters to be protected from a permanent failure in the event of overcurrent conditions. Furthermore, the thick and large heat sink of the TO-247 package allows these new IGBTs to excel in heat dissipation. Therefore, these IGBTs are well-suited for applications requiring high power and efficiency, such as both the upper and lower sides of power management integrated circuits of PTC heaters.
お知らせ • Sep 07Magnachip Semiconductor Corporation Announces Resignation of Mel Keating as A Member of the Board of DirectorsMagnachip Semiconductor Corporation received a letter of resignation, dated September 5, 2023, from Mr. Mel Keating, a member of the board of directors of the Company, whose resignation was accepted by the Board and effective as of September 5, 2023. Now that the Company has announced its plan to separate its Display and Power operations into two distinct legal entities, Mr. Keating has decided that, after over 7 years of service as a member of the Board, during which time he led the Audit Committee and the Strategic Review Committee, and given other important and time consuming business obligations, it was the right time to conclude his service to the company. Mr. Keating's resignation is not due to any disagreement with the company over any of its financial reporting, operations, policies or practices.
お知らせ • Aug 09+ 1 more updateStrategic Claims Services Announces Notice of Approved Distribution Plan in the Matter of MagnaChip Semiconductor Corporation, and Margaret Hye-Ryoung Sakai, CpaStrategic Claims Services, the Commission-approved Fund Administrator in the action brought by the Securities and Exchange Commission against MagnaChip Semiconductor Corporation (“MagnaChip”), and Margaret Hye-Ryoung Sakai, CPA (collectively, the “Respondents”) hereby provides notice to investors who purchased the common stock of MagnaChip during the period from February 1, 2012 through and including February 12, 2015, that they may be eligible for compensation from the Fair Fund established in this action. On May 1, 2017, the United States Securities and Exchange Commission (“Commission”) issued the Order instituting and simultaneously settling administrative and cease-and-desist proceedings against the Respondents. In the Order, the Commission found that Respondents violated the antifraud, books and records and internal control provisions of the federal securities laws when they began engaging in a variety of practices to inappropriately inflate MagnaChip’s revenues and meet the gross margin targets it previously had announced to the public. The Order required the Respondents to pay $3,134,999.99 in civil money penalties to the Commission so it can be distributed to harmed investors. The Respondents have paid in full.
Reported Earnings • Aug 08Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: US$0.095 loss per share (further deteriorated from US$0.074 loss in 2Q 2022). Revenue: US$61.0m (down 40% from 2Q 2022). Net loss: US$3.95m (loss widened 18% from 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 55%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 28Magnachip Semiconductor Corporation Announces Management ChangesEffective July 24, 2023, Mr. Young-Joon Kim's term as Interim Chief Financial Officer, as well as the principal financial officer and principal accounting officer, of Magnachip Semiconductor Corporation (the Company) concluded following Ms. Shin Young Park's return from her maternity leave. Mr. Kim will continue in his role as Chief Executive Officer of the Company.
お知らせ • Jul 22Magnachip Semiconductor Corporation to Report Q2, 2023 Results on Aug 07, 2023Magnachip Semiconductor Corporation announced that they will report Q2, 2023 results on Aug 07, 2023
お知らせ • Jul 18Magnachip Semiconductor Corporation Announces Resignation of Gary Tanner from the Company's Board of DirectorsMagnachip Semiconductor Corporation announced that Gary Tanner has notified the Company of his intention to resign from the Company's Board of Directors. The Board has accepted his resignation, which was effective as of July 14, 2023. Mr. Tanner joined Magnachip's Board in August 2015 and has served in multiple capacities, such as Non-Executive Chairman of the Board, Chair of the Risk Committee, and a member of the Audit, Compensation and Strategic Review Committees. During his tenure, Mr. Tanner has been instrumental to the Company's trajectory, contributing to the Company's strategic vision, operational details and corporate governance. Most recently, Mr. Tanner led the establishment of the Risk Committee's oversight of the Company's corporate objectives, goals, strategies and initiatives relating to, and attending risks associated with, environmental, social and governance ("ESG") matters, including corporate social responsibility, sustainability, public policy and other related matters such as the formation of a management-level ESG Steering Committee. Mr. Tanner's departure is due to personal reasons. The Company will immediately begin a search for a new independent director to replace Mr. Tanner.
お知らせ • Jul 11Magnachip Semiconductor Corporation Expands its 7th-Generation MXT LV MOSFET Line-Up for Battery Protection Circuits of Mobile DevicesMagnachip Semiconductor Corporation announced that the Company has released four new MXT LV Metal-Oxide-Semiconductor Field-Effect Transistors (MOSFETs), using Super-Short Channel technology, to further expand Magnachip's seventh-generation MXT LV MOSFET line-up for battery protection circuits of mobile devices. Super-Short Channel is Magnachip's latest design technology to reduce Ron (the resistance of MOSFETs during on-state operation) by shortening the channel length between the source and the drain. The Ron of these new MOSFETs has been reduced by 24~40%, compared to previous generations, and as a result, the battery performance is improved with low power losses when a battery is charging or discharging. In addition, Magnachip provides customized design service for these products, based on the application specifications and battery capacities, so the sizes of the MOSFETs can be reduced by 5 to 20% respectively. With these technical capabilities, flexible design and compact size options, the extended MXT LV MOSFET line-up satisfies the various technical requirements of a wide range of mobile devices, from premium foldable phones to wireless earphones. Product features: 7th–generation silicon trench technology; Reduced Ron by approximately 24%~40% compared to the previous generations; Enhanced switching speed through low total gate charge; Outstanding thermal properties; Solutions for a wide range of mobile devices.
Seeking Alpha • Jul 06Magnachip Semiconductor Corporation Stands At A Critical JunctureSummary Growth and momentum at Magnachip Semiconductor stand at a critical juncture on a natural path to expansion or perhaps stagnation. MX stock is lightly followed and traded. Once bullish the bloom faded and the price withered. Hold or Moderate Buy can be an opportunity for small investors but cautiously. Headwinds and risks outweigh some forecasts for an average target price of $13 to $16 but we are skeptical. Read the full article on Seeking Alpha
Price Target Changed • Jun 10Price target increased by 12% to US$14.00Up from US$12.50, the current price target is an average from 2 analysts. New target price is 25% above last closing price of US$11.22. Stock is down 40% over the past year. The company is forecast to post a net loss per share of US$0.68 next year compared to a net loss per share of US$0.18 last year.
お知らせ • May 25Magnachip Semiconductor Corporation Appoints Gilbert Nathan as A DirectorEffective May 19, 2023, the Board of Directors of Magnachip Semiconductor Corporation increased the size of the Board to seven members and appointed Gilbert Nathan as a director of the Company to serve until the 2024 Annual Meeting of Stockholders or until his successor has been duly elected and qualified, or until his earlier death, resignation, retirement, disqualification or removal. Mr. Nathan has been named to the Strategic Review Committee of the Board.
Major Estimate Revision • May 10Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$345.3m to US$293.6m. Forecast losses increased from -US$0.14 to -US$0.78 per share. Semiconductor industry in the US expected to see average net income decline 16% next year. Consensus price target down from US$14.00 to US$12.50. Share price was steady at US$8.66 over the past week.
お知らせ • May 05Magnachip Semiconductor Corporation Provides Revenue Guidance for the Second Quarter of 2023Magnachip Semiconductor Corporation provided revenue guidance for the second quarter of 2023. The company expects Revenue to be in the range of $58 million to $63 million, including about $8 millions of Transitional Fab 3 Foundry Services.
Reported Earnings • May 05First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: US$0.49 loss per share (down from US$0.21 profit in 1Q 2022). Revenue: US$57.0m (down 45% from 1Q 2022). Net loss: US$21.5m (down 325% from profit in 1Q 2022). Revenue missed analyst estimates by 6.5%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 20Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: US$0.18 loss per share (down from US$1.26 profit in FY 2021). Revenue: US$337.7m (down 29% from FY 2021). Net loss: US$8.04m (down 114% from profit in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 67%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.