Professional
Added to YB: 2026-03-16
Pitch date: 2026-03-12
HIMX [bullish]
Himax Technologies, Inc.
-5.84%
current return
Author Info
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Company Info
Himax Technologies, Inc., a fabless semiconductor company, provides display imaging processing technologies in China, Taiwan, Korea, Japan, the United States, and internationally.
Market Cap
$1.6B
Pitch Price
$10.45
Price Target
N/A
Dividend
4.04%
EV/EBITDA
30.24
P/E
36.34
EV/Sales
2.31
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Himax: Stealth Supplier for NVIDIA's Optics Revolution
HIMX: Optical component supplier for NVIDIA's CPO (co-packaged optics) platform via microlens/prism arrays made w/ nanoimprint lithography, assembled into fiber array units by FOCI. Patent trail + analyst reports suggest sole supplier for TSMC's COUPE optical engine. Morgan Stanley projects 5K Rubin Ultra racks 2027, 28K 2028—FAU market scaling to billions. Also potential Apple smart glasses supplier (LCoS microdisplays + waveguides) for 2028 AR launch. LinkedIn evidence of Apple project lead. Stock stagnant despite NVIDIA supply chain positioning; comparable photonics plays (LITE, COHR) saw 10-20x gains.
Read full article (11 min)