MagnaChip Transforms Into Something Better
The company is concentrating on its display driver and power business, divesting from its foundry business. Demand for its OLED drivers is booming. This greatly improves the balance sheet, eliminates […]
MagnaChip’s OLED Bonanza Is Set To Continue
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, […]
MagnaChip’s Impressive Strategy Change Delivers
The company is producing an impressive change in strategy, concentrating resources and attention on higher margin business like OLED display drivers. The strategy change is already paying off pretty dramatically. […]
More Small-Cap Opportunities
Three new small caps that have sold off lately while the fundamental story is intact. Electro Scientific just gave back some of its astronomical gains, but it is firing out […]
MagnaChip Semiconductor Is Due For A Bounce
The finances of MagnaChip have already improved a lot on the back of cost cutting and higher utilization of its fabs. We think more is in store for next year […]
MagnaChip Semiconductor Is A Buy
MagnaChip Semiconductor is already recovering, but we see considerable mileage in that still. The company produced solid Q1 figures despite some temporary headwinds. It has longer-run tailwinds from restructuring, AMOLED […]