Group 1 - The article is authored by a writer with a focus on Long/Short investment ideas in North America, indicating a specialized approach to investment analysis [1] - The writer has a strong academic background in finance and economics, which may enhance the credibility of the insights provided [1] Group 2 - There is no disclosure of any stock or derivative positions in the companies mentioned, suggesting an unbiased perspective in the analysis [2] - The article emphasizes that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [3]

Group 1 - The article discusses the investment opportunity in Himax Technologies (NASDAQ: HIMX), which was identified as mispriced when it was trading at $13.9 per share in April 2021, with a P/E ratio above 40x [1] - The investment group Beyond the Wall Investing offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [1] - The analyst has a beneficial long position in HIMX shares, indicating confidence in the company's future performance [1]

Core Insights - Himax Technologies is identified as a key supplier for Taiwan Semiconductor Manufacturing Co (TSMC) in the development of silicon photonics, specifically the Compact Universal Photonic Engine (COUPE) [1][4] - Revenue projections for Himax indicate significant growth, with estimates of $1.16 billion in 2026, $1.42 billion in 2027, and $2.4 billion in 2028, alongside EPS forecasts of $1.00, $1.60, and $3.40 for the same years [2] - The first generation of COUPE is in mass production validation, while the second generation is expected to begin validation in the first half of 2026 [3][6] Company Developments - Himax is the exclusive supplier of micro-lens arrays for both the first and second generations of COUPE, with a potential second supplier emerging for the third generation [4][6] - Taiwan Semiconductor prioritizes COUPE among its developing technologies, providing multi-year visibility for the project [4] - Nvidia's collaboration with Taiwan Semiconductor on silicon photonics is expected to take several years, with Advanced Micro Devices likely to be the first client to adopt COUPE [5] Market Outlook - If mass production timelines are met, Nvidia's Rubin Ultra could be the first product utilizing COUPE, with Himax remaining the sole micro-lens array supplier for the initial generations [6] - Recent stock performance shows Himax (HIMX) up 5.91% to $10.13, while TSMC (TSM) is up 2.99% [6]

TAINAN, Taiwan, Jan. 13, 2025 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that it will hold a conference call with investors and analysts on Thursday, February 13, 2025, at 8:00 a.m. US Eastern Standard Time and 9:00 p.m. Taiwan Time to discuss the Company's fourth quarter and full year 2024 financial results. HIMAX TECHNOLOGIES, INC. FOURTH QUARTER AND FUL ...

Collaboration Overview - AUO and Himax collaborate to showcase AUO's Display HMI—AmLED® integrated automotive display platform, featuring Himax's advanced automotive IC solutions at CES 2025 [1] - The collaboration aims to set new benchmarks for clarity, functionality, and sustainability in smart cockpit experiences for modern vehicles [1] Technological Innovations - AUO leverages its advanced Display HMI technologies to enhance user experience, improve visual clarity, and support green technology in smart cockpits [2] - Himax provides comprehensive automotive IC solutions, including traditional DDIC, TDDI, local dimming Tcon, and other advanced solutions, driving innovation in the automotive display sector [2] - AUO exhibits a 16-inch AmLED® display at CES 2025, incorporating Himax's local dimming Tcon HX6630-B, achieving up to 50% power savings and supporting ESG goals [3] - The 16-inch display also features Himax's third-generation TDDI HX83195, enabling ultra-high 3.2K x 2K resolution and instant, delay-free touch response [3] - A second demo highlights an AmLED® integrated display solution for dashboards, featuring dual 23-inch curved displays powered by Himax automotive DDIC HX82105-A, with high-speed data transmission and large-size pillar-to-pillar display capability [3] Enhanced Display Features - Himax's local dimming Tcon HX8880-F provides up to 4800 dimming zones, delivering exceptional contrast and enabling a privacy function with active anti-glare mode for the passenger-side screen [4] - The AmLED® display technologies enhance visual clarity, vehicle occupant interaction, and overall performance in the smart cockpit, combining superior display contrast, energy efficiency, instant touch response, and driver protection features [4] Industry Impact - The collaboration between AUO and Himax supports next-gen human-machine interfaces and sustainability goals, driving the future of automotive display technology while elevating functionality and aesthetics [4] - AUO's AmLED® automotive display solutions advance the integration of sustainability with exceptional energy efficiency, meeting the evolving needs of smart and autonomous vehicles [5] - Himax's expertise in automotive IC solutions ensures seamless integration and optimal performance of automotive displays, elevating the user experience and revolutionizing the functionality of modern vehicles [5] Company Background - Himax Technologies is a leading global fabless semiconductor solution provider specializing in display imaging processing technologies, with a dominant market share in automotive display technology [6][7] - The company offers a comprehensive portfolio of automotive IC solutions, including traditional driver ICs, advanced TDDI, local dimming Tcon, LTDI, and OLED display technologies [7] - Himax is also a pioneer in tinyML visual-AI and optical technology, with its WiseEyeTM Ultralow Power AI Sensing technology widely deployed in consumer electronics and AIoT applications [7] - As of December 31, 2024, Himax has 2,649 patents granted and 402 patents pending approval worldwide [7]

Core Insights - Himax Technologies and Calumino have formed a strategic partnership to develop an innovative CMOS imager-based optical thermal sensor, enhancing AI thermal sensing and imaging capabilities across various industries [1][2][4] Company Overview - Himax Technologies is a leading fabless semiconductor solution provider specializing in display imaging processing technologies, with a strong market presence in automotive display technology and a focus on ultralow power AI sensing technology [10] - Calumino is recognized for pioneering transformative thermal sensing technology, combining thermal imaging sensors with advanced AI to redefine industry standards [9] Product Development - The partnership aims to leverage Himax's expertise in ultralow power WiseEye AI processors and CMOS image sensors, alongside Calumino's proprietary technologies, to create a high-performance, low-cost thermal sensor [2][5] - The final product is expected to launch in late 2025, featuring advanced functionalities such as accurate people detection, predictive maintenance, and enhanced security, all while ensuring privacy protection [6][7] Market Impact - The new thermal sensor technology is projected to save up to 40% of energy in commercial real estate applications compared to traditional sensors, promoting broader adoption across various sectors [7] - The collaboration emphasizes the importance of energy efficiency, safety, and automation in modern applications, positioning the thermal sensor as a game-changer in the sensing space [4][5]

Core Insights - Himax Technologies, Inc. is set to introduce its expanded WiseEye PalmVein suite at CES 2025, featuring bimodal palm vein and face authentication technologies aimed at enhancing security and user experience in smart door locks [7] - The WiseEye PalmVein solution integrates an AI processor, CMOS sensor, and a palm vein authentication algorithm, achieving authentication in under 100 milliseconds while consuming minimal power [1][8] - The technology has received PSA Certified Level 2 security certification, indicating it meets high security standards, and offers a False Acceptance Rate (FAR) of 1 in 1,000,000 and a False Rejection Rate (FRR) below 1% [1][8] Company Overview - Himax Technologies is a fabless semiconductor solution provider specializing in display imaging processing technologies, with a strong presence in automotive display technology [10] - The company was founded in 2001 and is headquartered in Tainan, Taiwan, employing around 2,200 people across multiple locations [4] - As of September 30, 2024, Himax holds 2,683 patents granted and 390 patents pending approval worldwide [4] Product Features - The WiseEye PalmVein technology offers a contactless and hygienic authentication experience, significantly reducing identity spoofing and fraud [8] - The system is designed to adapt to various environmental conditions, providing flexibility in authentication methods, such as switching from palm vein to face recognition in cold environments [2] - The ultralow power performance of the technology allows for over 9 months of battery life on just 8 AA batteries, even with regular daily use [8]

TAINAN, Taiwan, Dec. 27, 2024 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. ("Himax" or "Company") (NASDAQ:HIMX), an industry leader in fabless display driver ICs and other semiconductors, today announced it will present its next-generation, proprietary ultra luminous 400K nit Color Sequential Front-lit LCoS Microdisplay solution at CES 2025, the largest consumer electronics show in Las Vegas, U.S.A. from January 7 - 10, 2025. The unparalleled brightness of the LCoS solution reaffirms Himax's market leadersh ...

TAINAN, Taiwan, Dec. 26, 2024 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. ("Himax" or "Company") (NASDAQ:HIMX), an industry leader in fabless display driver ICs and other semiconductors, today announced the Company will showcase the industry's most comprehensive automotive display solutions, featuring image processing and touch IC functionalities for LCD and OLED technologies at CES 2025. During the event, Himax will highlight key advancements, including the debut of its latest, third-generation automotive ...

TAINAN, Taiwan, Dec. 23, 2024 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. ("Himax" or "Company") (NASDAQ:HIMX), an industry leader in fabless display driver ICs and other semiconductors, today announced that the Company and its AI ecosystem partners will unveil a suite of innovative, production-ready AIoT applications at CES 2025, powered by Himax's groundbreaking ultralow power WiseEye Module solutions. These designs will showcase intuitive, user-friendly AI capabilities set to transform multiple industri ...