Skyworks Stock Draws Value Interest As AI Chip Selloff Hits Tech

The sharp sell-off in artificial intelligence related stocks has rattled major chip firms and pulled wider tech indices lower, from Nvidia in New York to hardware giants in South Korea and Japan. For value focused investors, this kind of volatility can sometimes throw up opportunities in larger technology stocks that already screen as relatively healthy on fundamentals yet have seen recent share price pressure. This article looks at three stocks from a Value Stocks in the Technology Sector screener that appear more directly exposed to the current AI and semiconductor news cycle, and explores why some investors may view them as potential candidates to watch rather than avoid outright.

DB HiTek (KOSE:A000990)

Overview: DB HiTek is a South Korean semiconductor foundry that manufactures power management chips, display drivers and image sensors used in mobile devices, industrial and medical equipment, and automobiles, using a range of specialized analog and mixed signal processes. It also provides wafer fabrication services to customers across the US and Asia.

Operations: DB HiTek currently generates all of its revenue, about ₩1.47b, from its semiconductor segment, with sales spread across markets including China, Korea, the USA and Japan.

Market Cap: ₩4.16t

DB HiTek stands out in this sell-off because it combines exposure to core chip demand with value characteristics and recent earnings strength. Q1 2026 revenue of ₩374,629.36m and net income of ₩87,308.02m support a net margin near 20%, while the stock trades on a P/E below many peers and below one estimate of fair value. Earnings growth over the past year has outpaced the Korean semiconductor industry, yet the share price has been volatile, which may appeal to investors who think the market reaction to AI related concerns has gone too far. Key questions remain around future returns on equity and funding risk, so this is not a simple story of being inexpensive on headline numbers.

DB HiTek’s earnings strength and P/E gap suggest that the real story may lie in the details of its fundamentals. Review the 4 key rewards and 1 important warning sign to see what might be quietly shifting in the background.

Skyworks Solutions (SWKS)

Overview: Skyworks Solutions designs and manufactures analog and mixed signal chips that handle wireless connectivity in devices such as smartphones, cars, industrial equipment and connected home products. Its components help phones talk to towers, cars talk to networks and machines talk to each other across a wide range of wireless standards.

Operations: Skyworks generates about US$4.0b in revenue from proprietary semiconductor products, with most sales coming from the United States at roughly US$3.1b and the rest spread across China, Taiwan, South Korea, Europe, the Middle East, Africa and other Asia Pacific markets.

Market Cap: US$9.1b

Skyworks Solutions sits in the middle of today’s tech volatility, yet that is one reason some value focused investors are paying attention. The stock trades below one estimate of fair value, carries a P/E below many US semiconductor peers, and offers a 4.48% dividend yield, even as earnings and margins have faced pressure and depend heavily on a single large customer. At the same time, Skyworks is pushing deeper into automotive, IoT and AI related infrastructure, where rising RF content per device and new products for AI data centers could gradually reduce that reliance on smartphones. With forecasts pointing to solid earnings growth but only modest revenue expansion, a key consideration is whether the current price reflects both the concentration risk and the potential outcomes from this shift.

Skyworks Solutions looks like a stock where concentrated customer risk might be masking a different story. Read the analyst forecasts for Skyworks Solutions to see how the wireless and AI shift could change the picture just when it matters most.

LG Innotek (KOSE:A011070)

Overview: LG Innotek is a Seoul based electronics components company that supplies camera modules, 3D sensing parts, substrates, automotive electronics and power and connectivity solutions used in smartphones, displays, cars and connected devices worldwide.

Operations: LG Innotek generates most of its ₩22.3b revenue from Optics Solution at about ₩18.8b, with the rest coming from Package Solution at roughly ₩1.8b and Mobility Solution at about ₩1.9b, and almost all sales recorded in South Korea at about ₩22.0b.

Market Cap: ₩14.5t

LG Innotek is attracting attention because it sits at the heart of smartphone and data center hardware just as AI related volatility is hitting component stocks hard. The company is expanding its high value substrate technology, including ultra large FC BGA and chip embedding that targets server power efficiency and 5G RF System in Package designs. The stock trades below one estimate of fair value. That strength comes with real questions, including a P/E above the Korean electronics sector average, large one off losses, reliance on external funding and a relatively young board. For investors watching the current tech sell off, the mix of advanced packaging exposure and valuation gap makes the next chapter for LG Innotek worth closer scrutiny.

LG Innotek’s high value substrates and AI linked packaging story may be hiding more than the current P/E suggests. Read the 3 key rewards and 2 important warning signs (1 is major!) to see what the valuation gap might really be pointing to.

The three technology stocks covered here are only a starting sample, and the full Value Stocks in the Technology Sector screen has surfaced 14 more companies with equally compelling value, balance sheet and AI linked semiconductor narratives in the Value Stocks in the Technology Sector screener. Use Simply Wall St to identify and analyze the specific catalysts and fundamentals that matter to you so you can focus on the highest conviction opportunities that fit your own approach.

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If LG Innotek or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Fresh Alternatives Beyond These Chips

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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