Himax’s Optimistic Outlook

Himax Technologies (NASDAQ:HIMX) closed the first half of the year on a high note, its share price reaching a four‑year peak despite a 60 % drop in net income attributable to shareholders to $7.99 million from $19.99 million year‑on‑year and a 7.4 % decline in revenue to $199 million from $215 million. The downturn was linked to capacity tightness in mature‑node foundry, packaging and testing operations, compounded by rising gold prices. The company, however, remains bullish for the second half, citing new automotive projects entering mass production and expected growth in its non‑driver IC businesses, including Tcon and WiseEye AI. Himax is also expanding into smart glasses, ultralow‑power AI and CPO segments, which it says offer attractive gross‑margin profiles.