'AI 수혜' 빗겨간 LX세미콘, 1분기 '어닝쇼크'…돌파구 마련 절실

LX Semiconductors' 65.5% operating profit decline in Q1 2026 starkly illustrates the growing divide between AI-benefiting chipmakers and traditional display driver suppliers left behind. The company faces a compound challenge of inventory demand normalization from prior-year tariff-driven stockpiling, persistent pricing pressure, and rising raw material costs, eroding profitability margins. Its strategic pivot toward MCU and thermal management solutions signals an urgent need for portfolio diversification beyond display solutions to remain competitive.