Himax Soars 20% as Analyst Predicts Key Role in Nvidia and TSM's AI Revolution

GuruFocus.com2024-12-13

On Thursday after TF International Securities analyst Ming-Chi Kuo advised Himax technology (NASDAQ:HIMX) might provide critical technology to Nvidia (NASDAQ:NVDA) and Taiwan Semiconductor (NYSE:TSM),...

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Future AI server and high-performance computing architectures are projected to give transfer efficiency top priority through co-packaged optics, the analyst also observed, so fully utilizing advances in chip processing capability.On Thursday, Himax shows double-digit spike in morning trade and a notable increase among mounting ho","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVD3.UK":"LS 3X NVIDIA","NVDS.UK":"LS -1X NVIDIA","2NVD.UK":"2X NVIDIA ETP","TSM":"台积电","SQQQ":"纳指三倍做空ETF","BK4527":"明星科技股","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","NVIW.SI":"NVDA 3xLongSG261006","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","TSYW.SI":"TESLA 3xLongSG261006","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","03145":"华夏亚洲高息股","NVD":"GraniteShares 2x Short NVDA Daily ETF","USAW.SI":"AMZN 3xLongSG261006",".IXIC":"NASDAQ Composite","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0109392836.USD":"富兰克林科技股A","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","BK4548":"巴美列捷福持仓","HIMX":"奇景光电","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","NVDS":"Tradr 1.5X Short NVDA Daily ETF","USJW.SI":"ALPHAB 3xLongSG261006","NVDU":"Direxion Daily NVDA Bull 2X Shares","SNVD.UK":"LS -1X NVIDIA","TQQQ":"纳指三倍做多ETF","BK4592":"伊斯兰概念","QID":"纳指两倍做空ETF","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","NVDA":"英伟达","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC"},"translate_title":"分析师预测奇景光电在Nvidia和TSM人工智能革命中发挥关键作用，股价飙升20%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1,"NVDA":1,"HIMX":1,".IXIC":0.64,"PSQ":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"QID":0.6,"QLD":0.6,"SNVD.UK":0.6,"SQQQ":0.6,"TQQQ":0.6,"TSYW.SI":0.6,"USAW.SI":0.6,"USJW.SI":0.6,"03145":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"MNQmain":0.6,"NQmain":0.6},"content_text":"On Thursday after TF International Securities analyst Ming-Chi Kuo advised Himax technology (NASDAQ:HIMX) might provide critical technology to Nvidia (NASDAQ:NVDA) and Taiwan Semiconductor (NYSE:TSM), its stock was up over 20%.\nKuo underlined as key elements for their possible inclusion in the supply chains for Nvidia's next AI processor, the Rubin series, and Taiwan Semiconductor's Co-Packaged Optics (CPO), Himax's Wafer-Level Optics (WLO)technology and relationship with Fiber Optic Communications (FOCI).\n\nWarning! GuruFocus has detected 5 Warning Sign with TSM.\n\nWith WLO driving long-term expansion for Himax, CPO is positioned to become a critical chip design for AI servers and high-performance computing systems, Kuo said. Future AI server and high-performance computing architectures are projected to give transfer efficiency top priority through co-packaged optics, the analyst also observed, so fully utilizing advances in chip processing capability.\nOn Thursday, Himax shows double-digit spike in morning trade and a notable increase among mounting hope about the company's possible influence in changing semiconductor technologies.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2491331144"}