LX Semicon (108320) Q3 2026 earnings summary

Executive summary

• 3Q26 sales were KRW 336.0bn, down 16.2% QoQ; operating loss was KRW 15.6bn and net loss KRW 11.2bn.

• Results are unaudited and may change following external auditor review.

Financial highlights

• Revenue was KRW 336.0bn, versus KRW 401.2bn in 2Q26 and KRW 394.4bn in 3Q25.

• Gross profit was KRW 81.6bn, operating loss KRW 15.6bn, and loss before tax KRW 15.5bn in 3Q26.

• Net loss was KRW 11.2bn in 3Q26, versus net income of KRW 17.9bn in 2Q26.

• EBITDA was a loss of KRW 6.2bn in 3Q26, versus KRW 31.5bn in 2Q26.

Segment performance

• Application mix: TV 32%, IT 24%, Mobile 37%, and ETC 7% in 3Q26; QoQ shifts were +4, -3, -2, and +1 percentage points, respectively.

• Product mix: Large DDI 44%, Small DDI 37%, and ETC 19% in 3Q26, versus 45%, 39%, and 16% in 2Q26.