Himax Set for Explosive Growth as Taiwan Semi's AI Push Fuels Big Revenue Projections

GuruFocus.com00:31

Himax Technologies (NASDAQ:HIMX) saw its stock tick up, with TF International Securities analyst Ming-Chi Kuo calling it a key beneficiary of Taiwan Semiconductor's (NYSE:TSM) AI and silicon photonics...

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With AI spending accelerating, analysts see Himax well positioned for long-term upside.This article first appeared on","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"TSM":"台积电","HIMX":"奇景光电"},"translate_title":"随着台积电的人工智能推动推动巨额收入预测，奇景光电将迎来爆炸性增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HIMX":1,"TSM":0.9},"content_text":"Himax Technologies (NASDAQ:HIMX) saw its stock tick up, with TF International Securities analyst Ming-Chi Kuo calling it a key beneficiary of Taiwan Semiconductor's (NYSE:TSM) AI and silicon photonics push. Taiwan Semiconductor was also in the green. \n\nWarning! GuruFocus has detected 8 Warning Sign with HIMX.\n\nKuo highlighted Taiwan Semi's COUPE initiative, predicting strong revenue growth for Himax$1.16 billion in 2026, $1.42 billion in 2027, and $2.4 billion in 2028well above current forecasts. EPS projections of $1.00, $1.60, and $3.40 for those years also outpace 2026 consensus of $0.80. Himax stands to benefit as the exclusive micro-lens array supplier for both first- and second-generation COUPE, now in validation stages.\nMeanwhile, AMD (NASDAQ:AMD) is expected to be Taiwan Semi's first COUPE client, while Nvidia (NASDAQ:NVDA) could adopt it for its Rubin GPUs if mass production stays on track. With AI spending accelerating, analysts see Himax well positioned for long-term upside.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2505425778"}