Sign in with Google. Opens in new tab

TechChain Insights: Himax Threatened by China Auto Chip Push? CPO Tech with TSMC Remains Bright Spot

501 Views22 Jun 2025 11:18
​China's push for auto chip localization poses some risk to Himax, but its local production may offer some protection. Himax's role in Copackaged Optics balances out risks in the China auto market.
What is covered in the Full Insight:
  • Introduction to Himax and China's Localization Initiative
  • Potential Risks from China's Auto Chip Localization Push
  • Himax's Strategic Partnerships and Mitigating Actions
  • Opportunities in Co-Packaged Optics (CPO) for Future Growth
  • Conclusion: Balanced Outlook Amid Shifting Landscape
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
chart-bar
x