Qualcomm is mentioned as a partner with Himax in developing a high-resolution 3D depth sensing solution.
Source Post
This reel highlights Himax Technologies (HIMX) as a potential AI infrastructure play, arguing that while ma...
StockswithpawanMay 20, 2026
This reel highlights Himax Technologies (HIMX) as a potential AI infrastructure play, arguing that while many focus on NVIDIA, Himax is quietly developing crucial wafer-level optics technology for next-gen AI chips, optical networking, and AR/VR devices. The creator points to Himax's strong revenue, profitability, and balance sheet as reasons for a potential re-rating.
Linked Mentions
Tickers discussed in this post
Apple is mentioned in the context of Himax's potential role as a supplier for their smart glasses.
Himax Technologies (HIMX) is presented as a buy opportunity due to its critical role in AI infrastructure and its development of wafer-level optics.
NVIDIA is mentioned as a company that many investors are currently focused on in the AI space.
Linked Signals
Tracked calls opened from this post
HIMX
buy opened May 20, 2026
-23.13%