LX Semicon Co (108320) Fair Value & Analysis
Technology · KR · Market cap 631B KRW
Fair value as of: Jul 22, 2026
From 22 valuation models · updated 19 days ago
Share price −9.3% over the past month.
A solid business, screening 185% undervalued on our models.
What matters now
- The price is below even our cautious bear case (76,210 KRW). The market is more pessimistic than our downside scenario.
- Solid quality (63/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 22, 2026.
How to read this chart
60‑month range 30,700 KRW – 145,703 KRW · fair‑value band 76,210 KRW – 127,016 KRW · the 35,600 KRW price screens below the 101,613 KRW fair value. Dashed = 300-day average. As of Jul 22, 2026.
Analysis
LX Semicon Co (108320) currently trades at 35,600 KRW, while our model-based Fair Value estimate is 101,613 KRW, implying the stock looks roughly 185.4% undervalued today. The Quality Score stands at 63/100 (solid quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, LX Semicon Co generated revenue of 1.6T KRW at a net margin of 3.1%. Revenue declined 18.4% year over year. It earns a return on equity of 4.4%. Fundamentals as of Jul 22, 2026
Our scenario range runs from 76,210 KRW (bear case) to 127,016 KRW (bull case); at 35,600 KRW, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 47% below its 52-week high, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -67% fair-value upside, at 185%, 108320 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 22 models by family
Widest divergence: DCF Models (102,635 KRW) versus Asset-Based (46,369 KRW). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 65 · Market factors (momentum, volatility) 9
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
LX Semicon Co., Ltd. operates as a semiconductor company in South Korea, China, Vietnam, Taiwan, Japan, and internationally.
Full company description
LX Semicon Co., Ltd. operates as a semiconductor company in South Korea, China, Vietnam, Taiwan, Japan, and internationally. The company offers organic light emitting diode (OLED) and liquid crystal display (LCD) solutions; RealTouch, an in-cell touch technology with touch function in display panels; OLED and LCD timing controller; video processor; power management IC; level shifter; general and motor micro controller unit; motor and gate driver IC; metalized ceramic substrate, a heat dissipation substrate; and heat dissipation material. It offers solutions for mobile, tablet, watch, TV, VR, monitor, notebook, refrigerator, washing machine, air conditioner, and automotive products. The company was formerly known as Silicon Works Co., Ltd. and changed its name to LX Semicon Co., Ltd. in June 2021. LX Semicon Co., Ltd. was founded in 1999 and is headquartered in Daejeon, South Korea.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
LX Semicon Co reported revenue of 1.6T KRW in FY2025 versus 1.9T KRW in FY2021, a compound −3.6%/yr. Reported net income was 82.6B KRW in FY2025, compounding −27.3%/yr from FY2021.
Watch 108320: get an alert when its fair value changes →
Peer Group
Semiconductors · 319 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Semiconductors median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| NVIDIA Corporation NVDA | $211.80 | $96.91 | -54% |
| Taiwan Semiconductor Manufacturing Company TSM | $398.37 | $207.49 | -48% |
| Broadcom Inc 1AVGO | €367.75 | €121.25 | -67% |
| Micron Technology, Inc 1MU | €784.90 | €185.67 | -76% |
| SK hynix Inc 000660 | 2,082,000 KRW | 1,109,311 KRW | -47% |
| Advanced Micro Devices, Inc 1AMD | €425.20 | €56.33 | -87% |
| Intel Corporation INTC | C$68.40 | C$9.82 | -86% |
| Texas Instruments Incorporated TXN | $311.46 | $59.75 | -81% |
| MediaTek Inc 2454 | 3,740 TWD | 1,163 TWD | -69% |
| SK Square Co 402340 | 1,212,000 KRW | 868,000 KRW | -28% |
Compare LX Semicon Co with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Technology stocks →
Frequently asked questions
Is LX Semicon Co (108320) overvalued or undervalued?
What is the fair value of 108320?
What is the quality score of 108320?
What is the revenue of LX Semicon Co (108320)?
What is the net profit margin of 108320?
Does LX Semicon Co pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track LX Semicon Co and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.