MX MagnaChip Semiconductor Corp

$MX Magnachip (MX) was blocked from being sold to a Chinese entity by the US in 2021. The acquisition deal was valued at 1.4B (29 dollars per share). The U.S. Treasury stated that the acquisition posed 'risks to national security.' Navitas just won a military contract based on its secure supply chain. The U.S. government has signaled consent to Magnachip’s role in Navitas' ecosystem. That's why the investment from Navitas happened recently. That's why the MX CEO bought open market shares. A very good sign.

$MX bought another 601 now. Average down now have 2001 shares for long run. Licensed $NVTS tech, new ceo, new upcoming chip mix. Bought little more.

$MX MX takeaway from today's press release: Magnachip’s 15 new Gen6 E6 MOSFETs are already in mass production, so the company’s shift toward newer-generation power products is moving from development into commercial output. Gen6 can yield roughly 20%-30% more dies per wafer, supporting better unit economics and potentially higher margins as legacy products are replaced. Management is targeting at least 10% of total revenue from new-generation products by Q4 2026, versus about 2% in 2025. The key upside is not the launch alone, it’s whether these products win enough incremental volume to raise Gumi utilization while improving product mix. If that happens, MX gets better wafer economics, stronger fixed-cost absorption and higher-margin revenue simultaneously. That combination is a real positive. And we are down today. 😬

$MX The fair value of this stock for the week is above $20, especially if it breaks past the $12–$13 range.

$MX Relatively tame consolidation after a large move from $3.20 to $4.20 last 4 or 5 sessions. Patience.

buy and hold for monday has roomfor 15 -20 $MX Magnachip Semiconductor shares are trading higher after the company announced it agreed to make a $5 million strategic equity investment. on

$MX Could be a gift from Korea..I got some people in Monaco putting this together..Maybe try to get them for lunch..We got a small office in South Korea..Will update you'll with what I can If anything!!

$MX $NVTS in a case like this you just buy Navitas itlll go up more in the long run you want COMPOUNDING not a one run and done micro cap

$MX $NVTS paid $3.42 per share for 1,461,000 shares a week and a half ago. Just sayin. Today was a discount for retail.

$MX The most important part nobody is reminding this investment crowd is their super low market cap!!!!!! And from South Korea a great place to have a Fab right now!!!!! Could be a gift!! Just got in at $4..

$MX This is a symbolic purchase of MX stock by Navitas at this point. The $5 million is nominal, but shows an ongoing strategic relationship/investment by Navitas. MX has $88 million in cash. $NVTS Magnachip is trading below book value right now of $6.20 a share and already has a lower voltage SiC portfolio of solutions. They need to let us know who the initial foundry partner will be while they port over Navitas Gen4/5 technology to Magnachips Gumi Foundry. Magnachip is extremely undervalued at 3.20 a share.

$MX $NVTS MagnaChip announces $5M investment by Navitas Semiconductor Magnachip Semiconductor Corporation (MX) announced that Navitas Semiconductor Corporation (NVTS) has agreed to make a $5M strategic equity investment in Magnachip. Under the terms of a privately negotiated stock purchase agreement, Magnachip will issue and sell 1,461,988 shares of its common stock to Navitas at a purchase price of $3.42 per share, for aggregate proceeds of $5M. The transaction is expected to close on or about September 24, subject to the satisfaction or waiver of customary closing conditions. The investment builds on the growing strategic partnership between Magnachip and Navitas following the announcement in July 2026 to accelerate the adoption of silicon carbide technologies in high-voltage and ultra-high-voltage power markets. Under that partnership, Magnachip is licensing Navitas' GeneSiC Trench-Assisted Planar technology covering 1,200 V, 2,300 V, 3,300 V and higher-voltage applications. Magnachip is also gaining access to Navitas' SiC supply chain and materials ecosystem, with plans to port, qualify and internalize the technology at Magnachip's fabrication facility in South Korea. The partnership also creates opportunities for broader technology and product collaboration beyond the initial GeneSiC licensing agreement. The companies are initially targeting applications including energy and grid infrastructure, energy storage, industrial electrification, automotive and other high-power systems.

$MX navitas has almost 500M cash. I wish they pick up some stake in MX(5%, 7, 8% whatever). I have seen that happening in other industries. SndL bought some stake in HITI( Cannabis) although both are competitors. Here with MX and Navitas; situation totally diff. Navitas signed partnership with MX to their business where they didn't have foot print. They made statement, they don't treat MX as competitors:)

$MX after a run above $4.10 it's ok to take profits but when it drops as expected to 3.63 and the narrative and news is the same, it's time to buy it back...as soon as they bore you out of your shares - boom 💥

$MX investment thesis: buy across prices and hold. I wouldn't put too much store in its trading below book value, as that's a known issue with South Korea conglomerates due to inheritance taxes. That business culture can overshadow independent companies. That's why the CEO buying is a big deal. MX was spun out form SK Hynix over 20 years ago. It can and will rapidly re-rate in 2027.

$MX I'm and here is my info and tentative plan: Two fresh, real catalysts. Navitas put $5M in at $3.42/share (a 6% premium) on Sep 21 as part of a silicon carbide partnership, and the new CEO bought 100K shares (~$318K of his own money) on Sep 23–24 at $3.17–$3.22. Stock's up 41% in 5 days on heavy volume (5M+ avg). Semis are in focus today too with MU earnings tonight. Thesis: insider buying + strategic investment at a premium is about as honest a bullish signal as small caps give. Entry: It's hovering right at the 200-day moving average (~$4.00). The clean trigger is a break and hold above $4.00–$4.05 with volume — target $4.33 (Tuesday's high), then $5.00. Alternative: buy a morning dip toward $3.70–$3.79 (Tuesday's low) with a stop under $3.60. Don't chase a straight vertical open — let it prove the $4.00 level. Exit: 2-day max means out by Friday's close. Take profits into $4.30–$4.50, stretch $5.00.

$MX Target Price: $4.5–$5.2 Bullish Thesis The core investment thesis for MX hinges on valuation recovery prospects driven by its strategic transformation, rather than its current financial performance. The company is shifting away from traditional low-margin products toward high-value power semiconductors. Navitas has made a $5 million strategic investment at $3.42 per share and licensed its GeneSiC technology, serving as critical validation for this transition. This trade is essentially a bet on a turnaround story, counting on the new CEO to successfully execute the strategy and return the company to growth in 2026–2027. Strict risk controls and position sizing are paramount.

$MX navitas a 4 billion dollar semi conductor company,Doesnt invest in magna for no reason

$MX $NVTS $INTC From Magnachip's Q4 2025 CC Q&A. Magnachip is further ahead on SiC / Silicon Carbide than we publicly know. Book Value of $6.20 / current share price $3.24. BUY!!! Sujeeva De Silva ROTH Capital Partners, LLC, Research Division Okay. That's very helpful. And then last question on the silicon carbide effort. Can you tell us where you are in that? Is that in development effort? Do you have the technologies in-house that you need? Do you have to invest or partner to get there? And what products or end markets might you target with silicon carbide? Camillo Martino Chairman of the Board & CEO So I don't want to disclose what products we're developing. I would say that we're in development. We are in development, absolutely. We're building the team as well as we are speaking. And to some of our key customers, we're sharing some of that information with them under NDA.

$MX is fundamentally underpriced. The new CEO must repair the trust by showing green on the net income line. Book value + cash on hand = $8.61 - the absolute bottom for the stock price should be no less than half of it around $4.30 so anything below is a buy. Minimal debt, new chip portfolio for the AI race and partnerships with major Korean companies and also with $NVTS A $SNDK or $MU type of run seems now possible in 2027.