10 Firms Defy Market Pessimism

6. Himax Technologies Inc. (NASDAQ:HIMX)

Himax Technologies resumed its seven-day winning streak on Friday, adding 8.9 percent to its valuation to end at $12.85 apiece as it continues to take a boost from news that it would benefit from Taiwan Semiconductor’s AI and silicon photonics push.

According to reports, Taiwan Semiconductor named Himax as the exclusive micro-lens array supplier for both first- and second-generation COUPE, which is Taiwan Semiconductor’s silicon photonics initiative that is now in validation stages.

The first generation of COUPE was already fully developed and has so far been receiving the “highest priority” amongst Taiwan Semiconductor’s developing technologies. Mass production validation is already underway and second-gen mass production validation is expected to start in the first half of 2026.

Himax also earned a bullish outlook from an analyst, who projected strong revenue growth for the company at $1.16 billion for 2026, $1.42 billion in 2027, and $2.4 billion in 2028.