HIMX Himax Technologies, Inc. Loading... : Bullish and Bearish Analyst Opinions
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13:00
Aug 22
Aug 22
Long HIMX on auto display and AI
Long HIMX for upside from automotive display-chip strength plus AI edge, smart glasses, ePaper, and CPO optionality, supported by Nvidia, E Ink, Vuzix, and AUO partnerships and WiseEye commercial traction.
MED
23:23
Aug 19
Aug 19
SK hynix entering the CPO game is noted as a factual development with more details promised.
SK hynix entering the CPO game is noted as a factual development with more details promised, not a directional trade call.
05:24
Aug 11
Aug 11
This is a detailed supply-chain research map of the silicon photonics value chain.
This is a detailed supply-chain research map of the silicon photonics value chain, listing beneficiaries across design, foundry, packaging, and test without any explicit author position or forward-looking trade call.
23:34
Jul 28
Jul 28
The author analyzes SK Hynix's earnings miss and DRAM pricing assumptions without stating any.
The author analyzes SK Hynix's earnings miss and DRAM pricing assumptions without stating any personal position or trade.
19:57
Jul 27
Jul 27
The author shares detailed SK Hynix earnings estimates and modeling assumptions without stating.
The author shares detailed SK Hynix earnings estimates and modeling assumptions without stating a personal position in the stock.
02:20
Jul 24
Jul 24
The author speculates on Apple as a collaborator with SK hynix on 3D-stacked DRAM for on-device.
The author speculates on Apple as a collaborator with SK hynix on 3D-stacked DRAM for on-device AI, but expresses no personal position or trade idea.
02:17
Jul 24
Jul 24
SK hynix is developing 3D-stacked DRAM for on-device AI.
SK hynix is developing 3D-stacked DRAM for on-device AI, but the tweet is a factual industry report without an explicit position or trade call.
20:31
Jul 12
Jul 12
The author shares a humorous bracket contest mention and lists their "Callfolio" holdings.
The author shares a humorous bracket contest mention and lists their "Callfolio" holdings as a personal portfolio snapshot without making any forward-looking trade calls or endorsements.
LOW
12:30
Jul 09
Jul 09
The author argues that mechanical selling ahead of SK Hynix's massive ADR IPO has oversold.
The author argues that mechanical selling ahead of SK Hynix's massive ADR IPO has oversold memory stocks, creating a strong reversion entry point for medium-to-long-term positions.
18:02
Jul 04
Jul 04
Watch HIMX as it was negatively targeted by SemiAnalysis but later bought by their ETF.
Watch HIMX as it was negatively targeted by SemiAnalysis but later bought by their ETF; monitor for potential recovery or further downside.
MED
16:20
Jul 03
Jul 03
The author criticizes a firm for publishing bearish reports on HIMX and LITE then adding them.
The author criticizes a firm for publishing bearish reports on HIMX and LITE then adding them to an ETF after a sharp decline, highlighting a perceived conflict of interest rather than taking a position.
LOW
07:28
Jul 03
Jul 03
Watch HIMX as a photonics name; the author sees a recovery opportunity after a 40%+ crash.
Watch HIMX as a photonics name; the author sees a recovery opportunity after a 40%+ crash and increased institutional interest in the sector.
MED
07:21
Jul 03
Jul 03
Watch HIMX similar to LITE; author flags inconsistency but does not take a personal directional.
Watch HIMX similar to LITE; author flags inconsistency but does not take a personal directional stance.
MED
12:51
Jun 23
Jun 23
Author celebrates photonics recovery as a net positive for growth/AI names but frames.
Author celebrates photonics recovery as a net positive for growth/AI names but frames the ticker list as leading characteristics and work to do, not current positions.
17:28
Jun 22
Jun 22
Author celebrates optics/photonics recovery as a net positive for growth/AI names but frames.
Author celebrates optics/photonics recovery as a net positive for growth/AI names but frames all tickers as watchlist items with work to do or leading characteristics, not explicit positions.
LOW
20:05
Jun 18
Jun 18
Author names these tickers on a personal focus/watchlist alongside a portfolio update.
Author names these tickers on a personal focus/watchlist alongside a portfolio update; no explicit position language or directional thesis attached to any individual name.
LOW
17:58
Jun 18
Jun 18
Highlights potential for HIMX to benefit from higher CPO switch BOM content than currently.
Highlights potential for HIMX to benefit from higher CPO switch BOM content than currently priced in.
LOW
13:24
Jun 12
Jun 12
The author notes SK Hynix's potential US listing and suggests buying QQQ as a passive approach.
The author notes SK Hynix's potential US listing and suggests buying QQQ as a passive approach, but this is a factual research note without an explicit personal position.
01:38
Jun 11
Jun 11
Watch HIMX as a potential target of coordinated negative sell-side pressure at current.
Watch HIMX as a potential target of coordinated negative sell-side pressure at current valuations, similar to the institutional accumulation pattern described for SIVE/NBIS/RKLB — negative coverage may signal institutional demand building.
MED
15:30
Jun 09
Jun 09
Author exited remaining long position in HIMX after hitting stop-loss.
Author exited remaining long position in HIMX after hitting stop-loss, reflecting a cautious portfolio posture.
MED
05:46
Jun 08
Jun 08
The quoted supply-chain insights from a Korean semiconductor engineer indicate strong memory.
The quoted supply-chain insights from a Korean semiconductor engineer indicate strong memory demand and rising prices, but the author does not state a personal position.
23:12
Jun 07
Jun 07
Author questions whether the SK Hynix-NVIDIA announcement is a long-term agreement or just.
Author questions whether the SK Hynix-NVIDIA announcement is a long-term agreement or just a technology partnership without firm volume commitments.
20:41
Jun 05
Jun 05
The author recounts a past example where HIMX doubled after being wrongly dismissed.
The author recounts a past example where HIMX doubled after being wrongly dismissed, but does not state a current position or forward call.
LOW
08:06
Jun 05
Jun 05
SK Hynix's aggressive DRAM wafer expansion plan through 2030 is a factual industry report.
SK Hynix's aggressive DRAM wafer expansion plan through 2030 is a factual industry report with cautious partner reactions, not an author position.
23:44
Jun 03
Jun 03
Author notes Apple AR/XR smart-glasses timing slipped to 2029.
Author notes Apple AR/XR smart-glasses timing slipped to 2029, potentially delaying HIMX optical-waveguide revenues; negative catalyst but no explicit short position.
MED
20:29
Jun 01
Jun 01
WATCH: Minnvestor lists realized/unrealized gains and long-term compounding mindset.
WATCH: Minnvestor lists realized/unrealized gains and long-term compounding mindset; HIMX is a realized gain, not a fresh directional long call.
LOW
13:24
Jun 01
Jun 01
The author discloses a numbered portfolio of 11 current long positions by size and a separate.
The author discloses a numbered portfolio of 11 current long positions by size and a separate focus list of 18 tickers for watchlist monitoring, expressing gratitude to followers for supporting his full-time trading career dream.
LOW
04:53
Jun 01
Jun 01
The author lists the top ten most mentioned tickers from comments in response to a prior.
The author lists the top ten most mentioned tickers from comments in response to a prior request for ideas with massive upside, but does not explicitly state a personal position or forward call on any of them.
LOW
20:12
May 31
May 31
Named second-tier ranked pick at current valuations; no catalyst or reasoning provided.
MED
17:39
May 31
May 31
ThematicTrader lists this ticker in direct reply to a parent asking for companies not priced.
ThematicTrader lists this ticker in direct reply to a parent asking for companies not priced for perfection with massive upside, making it a low-conviction bullish idea rather than a random mention.
MED
About HIMX Analyst Coverage
Buzzberg tracks HIMX (Himax Technologies, Inc.) across 18 sources. 49 bullish vs 0 bearish calls from 17 analysts. Sentiment: predominantly bullish (50%). 98 total trade ideas tracked. Latest voices: pepinveststocks, photoncap, ParadisLabs.