Jason's Chips — Given the popularity of this article, I will definitely be doing a CPO Supply Chain 102.
Assembly ( $HIMX, FOCI), Test ( $AEHR, $TER), Fiber ($GLW), even ferrules (Mipox, Seikoh G…↗
May 15
Serenity — HOW DOES $POET ($3.14B) HAVE A HIGHER VALUATION THAN FOCI (3363, $3.1B)???
FOCI IS LITERALLY THE BOTTLENECK FOR CPO VOLUME RAMP AND MAIN SUPPLIER FOR $TSM AND $NVDA.
High convict…↗
May 13
Serenity — FOCI (3363) is looks extremely compelling around now at ~$3.35B MC for CPO exposure.
1. $TSM COUPE advanced packaging director hinted that FAU supplies by FOCI be a pretty big bot…
April 2026 · 5 mentions
Apr 25
InvestmentGuru — 10 Under-the-Radar Tech & Semiconductor Names Worth Watching
$HIMX — Taiwanese fabless semi leader in display driver ICs + automotive displays. IBM partnership in play. Q1 earnin…↗
Apr 25
InvestmentGuru — Building a Semiconductor Watchlist: 20 Names to Watch
$AMKR — Advanced packaging
$GFS — Mature-node foundry
$LSCC — Low-power FPGAs
$AEHR — Wafer-level burn-in test equipment…↗
Apr 25
KaizenInvestor — Companies I’m going to look into this weekend:
$HIMX
$ENSI
$MEMS
$TRT
$VICR
$FTC
$LPKF
$SHMD
$NOC
$QRVO
$WOLF
If you don’t want to waste a lot of tile on researching new companie…↗
KaizenInvestor — Done some research this weekend on smaller photonics plays.
$SIVE
$SOI
$IQE
$OPTX
$HIMX
$WOLF
$VLN
$QRVO
My research has honestly worried me a bit here. I read lots of good thin…↗
Mar 28
Serenity — @PhotonCap Yes that's a great way to approach it from the tech angle.
Whether something is a great long, is extremely multifaceted.
I was also looking at $HIMX if it translated…↗
Mar 28
Serenity — Great callout on $HIMX and now down -31.54% (accelerated by macro).
This is a good lesson around chokepoints.
They missed two things on this "Meme Stock":
- Chokepoints can be…↗
InvestmentGuru — $MU $AMD $INTC $P $MRAM $MXL $CEVA $PENG $HIMX $ON $GFS $GLW $NOK
Some of the better-looking setups in this market right now.
Semiconductor, connectivity, memory, optical, an…↗
May 7
TheValueist — @ai_hyperbull I need to spend more time digging into $HIMX↗
May 7
KaizenInvestor — My notebook has told me several times what an opportunity $HIMX was/is. Every time I asked to put companies in certain metrics/frameworks I like to use, they were always number 1.…↗
May 7
TheValueist — $HIMX Himax Technologies: From Display Drivers to AI, Automotive Inflection, and Investment Thesis.
Here's the revised version:
Himax Technologies is a Taiwan-based semiconductor…↗
May 7
TheValueist — $HIMX KEY READ-THROUGHS FROM HIMAX TECHNOLOGIES Q1 2026 EARNINGS CALL
Himax’s Q1 2026 call provides a sharper cross-sector signal than the company’s size would normally imply beca…↗
May 7
TheValueist — $HIMX (Bloomberg) -- Himax Technologies reported revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Revenue $199.0 million, -7.5% y/y, esti…↗
May 7
InvestmentGuru — $HIMX Q1 2026 Earnings Breakdown
Strong quarter and stronger forward guide.
🟢 Revenue: $199M
— Only down 2% QoQ, but landed at the high end of guidance
🟢 Gross Margin: 30.4%
—…↗
InvestmentGuru — $HIMX is quietly becoming more than a display IC company
Himax just got linked to supplying optical components for NVIDIA’s AI data center hardware AND Apple’s rumored smart glass…↗
— @zephyr_z9 Not really about the balance sheet per say. They're the likely supplier to $HIMX -> $TSM COUPE, and had a semi-monopoly over hybrid resins needed for WLO