Taiwan Tech Weekly: Nvidia Results Today; Taiwan Market Surged But Why It Might Be Still Underowned
NVIDIA Corp (NVDA US) will report today U.S. time with its analyst call at 14:00 PDT, we are maintaining our Short basket of Taiwan AI names vs....
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TechChain Insights Q&A: Himax's Silicon Photonics Powering Nvidia's Next Generation Chips
Himax's precision optics play a key role in NVIDIA's CPO switches, with Gen 1 shipping soon and Gen 2 in validation, funded by automotive industry.
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TechChain Insights: Himax (HIMX) Q&A — Automotive Display Dominance Meets Edge AI and Photonics
Q&A with Himax management about automotive display driver ICs, expanding into non-driver technologies for future growth. Insights on the upcoming...
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Himax (HIMX US, Long): Management Call Confirms 2026 Mass-Production Readiness; Increasing Forecasts
We have increased clarity on co-packaged optics rollout with Nvidia, highlighting margin accretive mix effects and low capital intensity in TSMC...
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Primer: Himax Technologies Inc Adr (HIMX US) - Dec 2025
Himax is a key player in the display driver IC market, particularly in the automotive sector, but is facing near-term headwinds from weak...
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