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.
Kuo 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.
Meanwhile, 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 GuruFocus.免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。