Himax Technologies Inc. (HIMX)
Himax Technologies: Still Depends On Core Products, But CPO Looks Very Promising
Himax Technologies, Inc. reported weak Q1 results but issued strong Q2 guidance, sparking a 56% share price rally. HIMX expects Q2 revenues to rise 10–13% and gross margins to expand by 160bps, signaling a likely operational turnaround. Automotive Tcon and local-dimming Tcon ramp-up, plus resumed auto demand, are key drivers for sequential improvement.
Himax Technologies, Inc. (HIMX) Q1 2026 Earnings Call Transcript
Himax Technologies, Inc. (HIMX) Q1 2026 Earnings Call Transcript
Himax Technologies: The Best Is Yet To Come
Himax (HIMX) shares surged on rumors of supplying NVIDIA and Apple, tied to next-gen AI data center technology. TSMC's Coupe technology, spotlighted for reducing GPU network power consumption, is central to the investment thesis. HIMX's WiseEye may be integrated into a leading brand's smart glasses, with mass production expected in 2026.
Himax Technologies, Inc. (HIMX) Q4 2025 Earnings Call Transcript
Himax Technologies, Inc. (HIMX) Q4 2025 Earnings Call Transcript
Himax Technologies, Inc. (HIMX) Q3 2025 Earnings Call Transcript
Himax Technologies, Inc. ( HIMX ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Karen Tiao - Head of IR/PR & Spokesperson Jordan Wu - Co-Founder, President, CEO & Director Conference Call Participants Donnie Teng - Nomura Securities Co. Ltd., Research Division Presentation Operator Hello, ladies and gentlemen.
Himax Technologies, Inc. (HIMX) Q2 2025 Earnings Call Transcript
Himax Technologies, Inc. (NASDAQ:HIMX ) Q2 2025 Earnings Call August 7, 2025 8:00 AM ET Company Participants Jordan Wu - Co-Founder, President, CEO & Director Karen Tiao - Head of IR/PR & Spokesperson Operator Hello, ladies and gentlemen, welcome to Himax Technologies, Incorporation Second Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.
Himax: Valuation Shows It's Time To Buy
I rate HIMX a Buy due to its strong monetization of automotive cockpit digitization, ultralow power edge AI, and next-gen optical interconnects, coupled with attractive valuation. HIMX's automotive display ICs now contribute over 50% of revenues, growing 20% y/y, highlighting its dominant market share and robust design pipeline. The new alliance with Tata Electronics and PSMC enhances HIMX's display and AI sensing capabilities within India's expanding semiconductor ecosystem.
Himax Technologies, Inc. (HIMX) Q1 2025 Earnings Call Transcript
Himax Technologies, Inc. (NASDAQ:HIMX ) Q1 2025 - Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Jordan Wu - President and CEO Karen Tiao - Head IR/PR Conference Call Participants Operator Hello, ladies and gentlemen. Welcome to the Himax Technologies, Inc. First Quarter 2025 Earnings Conference Call.
Himax Technologies: A Stock On Sale Despite Many Catalysts
Himax Technologies, trading at $6.32, presents a strong buy opportunity with a P/E of 13, P/B of 1.2, and nearly 5% dividend yield. Positive collaborations with NVIDIA, TSMC, and FOCI, and potential revenue growth from COUPE technology, significantly enhance Himax's long-term market position. Despite recent stock decline, Himax's financial health and improved economic outlook suggest a fair value of $15-$18, with potential upside to $23-$35.
Automotive Drives Solid Revenue Base For Himax Technologies
Himax Technologies excels in automotive display-driver sales, which grew nearly 20% YoY in 2024, now constituting 50% of total revenues. Despite a 4.1% revenue decline, cost-cutting and high-margin automotive products improved gross margins by 260bps; a slight dividend increase is expected. HIMX is well-positioned for long-term growth in EV, AI, AR, and computer vision markets, with strong OEM relationships and innovative product lines.
Himax Technologies, Inc. (HIMX) Q4 2024 Earnings Call Transcript
Himax Technologies, Inc. (NASDAQ:HIMX ) Q4 2024 Results Conference Call February 13, 2025 8:00 AM ET Company Participants Eric Li - Chief IR & PR Officer Jordan Wu - President & Chief Executive Officer Jessica Pan - Chief Financial Officer Conference Call Participants Donnie Teng - Nomura Operator Ladies and gentlemen, welcome to the Himax Technologies Incorporation Fourth Quarter and Full Year 2024 Earnings Conference Call. At this time, all participants are in the listen-only mode.
Himax: Major Market Position Change Ahead
Himax: Major Market Position Change Ahead
