- The boom in MagnaChip’s OLED display drivers is continuing at an impressive pace, and the company’s strategic choice to move out of low-margin LCD drivers looks right.
- Despite some headwinds, the company’s financials are improving.
- We think the OLED boom will continue for some time, although perhaps not quite as exuberant as in the past quarter.
- The shares aren’t expensive, and we see considerable upside.
MagnaChip’s OLED Bonanza Is Set To Continue
August 27th, 2018 · No Comments