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© 2026 Silicon Nexus. Data sourced from DART (Korea's EDGAR — operated by the Financial Supervisory Service).

Silicon Mitus (108320) | Silicon Nexus

108320

Silicon Mitus

LX세미콘

Price

Supply Chain Position

Fabless (Logic/AI/Mobile)

Fabless designer of display driver ICs, timing controllers, and PMICs for OLED and LCD panels; outsources wafer fabrication to foundries.

Suppliers

SK hynix system ic
TSMC

↓

Silicon Mitus

↓

Customers

LG Display
BOE
LG Electronics

Competitors

Samsung LSINovatekHimax

Recent Disclosures (4)

Jun 18, 2026low
Samsung Asset Management Cuts Stake to 3.70% from 5.06%
Samsung Asset Management filed a simplified 5% disclosure reporting its holding fell by 222,368 shares to 601,250 shares, lowering its ownership ratio from 5.06% to 3.70% as of June 12, 2026. The 1.36 percentage-point reduction was driven by a mix of on-market sales, ETF creation/redemption flows, and entrusted management activity through Samsung Active Asset Management. The filing is for simple investment purposes with no intent to influence management. With the stake dropping below the 5% threshold, future trades will no longer trigger mandatory disclosure, reducing visibility into this institution's positioning.

MagnaChip

Notes

LX Semicon is Korea's leading DDI designer and globally ranks behind Samsung LSI and Novatek by revenue. Revenue is heavily concentrated in LG Display (historically ~60-70%), making OLED panel demand and LGD's customer mix the dominant earnings driver. Spun off from the LG group during the 2021 LX Holdings demerger.

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Jun 1, 2026low

2025 Corporate Governance Report Filing

The company filed its 2025 Corporate Governance Report, reporting a 66.7% compliance rate with key governance indicators, up from the prior year due to newly adopted CEO succession and executive appointment policies. The board remains majority-independent (4 of 7 directors are outside directors), though the CEO continues to serve as board chair and the board lacks gender diversity. Consolidated revenue fell to KRW 1,639.1 billion (from KRW 1,865.6 billion) and net income declined to KRW 82.6 billion (from KRW 130.5 billion). The company improved dividend predictability by setting the record date (Feb 27, 2026) after the dividend confirmation date (Feb 5, 2026), but still does not publish a formal written dividend policy. Largest shareholder LX Holdings and two related parties hold 33.11%, with minority shareholders at 66.89%.

May 29, 2026low

Annual Large Business Group Status Disclosure (Individual Company)

This is the routine annual disclosure of the company's status as a member of the LX large business group, with no material new business events. Standalone FY2025 results show revenue of KRW 1,639.1B, operating profit of KRW 105.6B, and net income of KRW 82.5B, with a low debt-to-equity ratio of 24.42% and no interest-bearing debt. The board approved a capacity expansion investment for the heat-dissipation substrate business in July 2025, signaling continued diversification beyond Driver IC. New inside director Lee Hyuk-joo (Management Support Division head) was appointed in March 2026, and there were no changes in affiliate composition during the period.

May 15, 2026medium

Q1 2026 Quarterly Report: DDI Revenue Slips as Display Driver Demand Softens

The company reported Q1 2026 (28th fiscal year) revenue of KRW 388.8 billion, with Display Driver IC (DDI) accounting for 87.58% of sales—down from 90.17% a year earlier, signaling continued reliance on display driver chips even as the mix gradually diversifies. Exports made up 99.61% of revenue, underscoring near-total dependence on overseas customers. Sales to the top two customers fell sharply year-on-year to KRW 228.4 billion and KRW 85.7 billion (versus KRW 270.7 billion and KRW 148.7 billion), suggesting weakening orders from major panel makers. The fabless company continues to rely on TSMC, SK hynix system ic (Wuxi), and LG Innotek for wafers, while ramping its automotive heat-dissipation substrate business at the Siheung campus (250,000 units/year capacity) as a future growth driver.