ENTITY · lx_semicon
LX Semicon108320
South Korea·display ics·major·$0.5B mkt cap
Korea's largest fabless display driver IC designer, an LG affiliate.
CLEAR · 0–39
38/100 illustrative
Underwriting Thesis
CLEAR — LX Semicon: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in display ics. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration65
Sole-Source Dependence30
Sanctions Exposure45
Downstream Criticality0
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 2
- TSMCTaiwanCHOKEPOINT
- ASE TechnologyTaiwanCHOKEPOINT
Key Customers · downstream · 0
No mapped downstream customers.