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.
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