10 AI News You Should Definitely Take a Look At

8. Himax Technologies, Inc. (NASDAQ:HIMX)

Number of Hedge Fund Holders: 15

Himax Technologies, Inc. (NASDAQ:HIMX) provides display imaging processing technologies, including driver ICs, automotive IC solutions, and smart image sensing products for various industries worldwide.

In a post on January 22, TF International Securities analyst Ming-Chi Kuo wrote that Himax (NASDAQ:HIMX) is expected to see strong growth as the exclusive supplier of micro-lens arrays for TSMC’s COUPE FAUs, a technology crucial for AI and advanced computing. Revenue is projected to grow from $1.16 billion in 2026 to $2.4 billion by 2028, with EPS rising from $1.00 to $3.40. The first generation of COUPE has completed development, with mass production set for 2H26, while the second generation begins validation in 1H26.

COUPE is a key focus for TSMC, with companies like AMD and NVIDIA expected to adopt it for AI uses, including NVIDIA’s Rubin Ultra by late 2027. Himax is projected to ship millions of micro-lens arrays by 2028, benefiting from high demand and strong profit margins. Upcoming announcements may further highlight COUPE’s importance in advancing AI and computing technology. Ming-Chi Kuo wrote:

“Based on my recent supply chain checks, if there are no big production problems, FOCI will be the sole FAU (ReLFACon) provider for both Gen 1 and Gen 2 COUPE, and Himax is the exclusive supplier of the micro-lens array. The earliest a second supplier might enter the market would be for the Gen 3.”