ended5월 21일· 1 sources
[LB세미콘 줌인]① 전력반도체가 주도한 반등…비용 줄이고 재무 개선
Why it matters
LB세미콘's return to operating profitability after years of losses marks a turning point for Korea's semiconductor packaging sector, driven by portfolio diversification into power semiconductors and expanded collaborations with global chipmakers like Renesas. The company's strategic pivot away from commodity DDI business toward higher-margin advanced packaging demonstrates how operational efficiency and customer diversification can restore competitiveness. Whether this improvement translates into sustained cash generation remains critical for evaluating long-term viability.
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Growth
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Power semiconductorOSATDDIRenesasPortfolio diversification