Magnachip to shut down display unit, focus on power business

Published 08/04/2025, 12:06
Magnachip to shut down display unit, focus on power business

SEOUL - Magnachip Semiconductor Corporation (NYSE:MX), currently trading at $2.84 and holding more cash than debt on its balance sheet, has announced plans to close its Display business by the end of the second quarter of 2025, as part of a strategic shift to concentrate on its Power discrete and Power IC operations. According to InvestingPro analysis, the company appears undervalued based on its Fair Value estimate, despite the stock falling over 40% in the past six months. The decision follows unsuccessful attempts to sell the Display unit and is expected to lead to a 30-35% reduction in annualized operating expenditures, excluding equity compensation charges.

The closure will involve the liquidation of Magnachip Mixed-Signal, Ltd., the subsidiary that currently operates the Display business. With a current ratio of 4.74, the company maintains strong liquidity to manage this transition. However, the company will retain a small team to support customers with end-of-life products. Despite the shutdown, Magnachip will continue to explore opportunities to monetize Display assets. For deeper insights into Magnachip's financial health and strategic positioning, investors can access comprehensive analysis through InvestingPro, which offers 16 additional key insights about the company.

Magnachip's CEO, YJ Kim, expressed that the decision to close the Display business was challenging but necessary to prioritize the company's long-term success and shareholder value. The company aims to achieve a quarterly Adjusted EBITDA break-even from continuing operations by the end of the year and has set a longer-term "3-3-3 strategy" to reach a $300 million annual revenue run-rate with a 30% gross profit margin in three years.

Camillo Martino, Magnachip's Chairman of the Board, echoed the sentiment, stating the board's unanimous decision reflects a commitment to focus on the revenue growth and profit potential of the Power discrete and Power IC businesses.

The company's Power discrete and Power IC businesses generated $185 million in revenue in 2024, marking a 13% increase from the previous year, and are expected to see mid-to-high-single digit revenue growth in 2025. While the company's total revenue reached $231.74 million in the last twelve months, InvestingPro data indicates analysts anticipate some sales decline in the current year. Get access to detailed financial forecasts and expert analysis in the comprehensive Pro Research Report, available for over 1,400 US stocks including Magnachip.

Magnachip, a designer and manufacturer of analog and mixed-signal semiconductor solutions, has a history spanning approximately 45 years and a portfolio of around 1,000 registered patents and pending applications.

The information provided is based on a press release statement and does not include an estimated amount or range of costs associated with the shutdown of the Display business and the liquidation of MMS, which the company will disclose once determined.

In other recent news, MagnaChip Semiconductor Corporation reported robust financial results for the fourth quarter of 2024, with earnings per share (EPS) reaching $0.07, significantly surpassing analyst expectations of -$0.29. The company also reported revenues of $63 million, exceeding the forecast of $60.99 million, marking a 24% year-over-year increase. In addition to its earnings announcement, MagnaChip made a strategic shift by appointing Ernst & Young Han Young (E&Y) as its new auditor for the fiscal year ending December 31, 2025, replacing Samil PricewaterhouseCoopers. This change was not due to any disagreements but was part of a competitive process initiated in October 2024. Furthermore, the company is undergoing a strategic transition to focus on the power semiconductor market, which is expected to drive long-term growth. MagnaChip forecasts revenue between $42 million and $47 million for the first quarter of 2025 and aims to achieve quarterly adjusted EBITDA breakeven by the end of 2025. Additionally, the company plans to invest $65 million to $70 million over the next three years to upgrade its production facilities, aiming for a $300 million annual revenue run rate with a 30% gross margin within three years.

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