Himax Technologies: Hold Until Profitability Stabilizes And Emerging Technologies Contribute Materially

2025-12-04 10:48:27 ET

Investment Thesis

Himax Technologies (HIMX) is attempting to pivot away from the commoditized Display Driver Integrated Circuit (DDIC) towards a business that enables both Automotive Touch and Display Driver Integration (TDDI) and AI sensing (WiseEye). The shift would be net positive for the company as it would increase the average selling price, boost margins while moving up the company in the value chain. In my opinion, once the shift is complete, this would allow a decent re-rating in multiples....

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