- Chipflation refers to rising semiconductor prices driven by AI demand and increasing manufacturing costs.
Daiwa Capital analyst SK Kim expects chipflation and a stronger won to keep LG Display's margins under pressure through Q4 and into 2027, despite OLED growth. The firm cut its 2027 EPS forecast by 56% and halved the target price to 8,000 won, maintaining an outperform rating. Shares fell 1.3%.
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