Himax emerging as key AI upstream winner in TSMC’s COUPE, Ming-Chi Kuo says

TF International Securities’ Ming-Chi Kuo said via X that, “Himax (HIMX) Emerging as a Key AI Upstream Winner in TSMC’s (TSM) COUPE (Silicon Photonics), Significantly Boosting Growth Visibility for 2026-2028.” The analyst further stated that, “I previously shared my prediction that Himax might be a potential supplier for TSMC. My latest supply chain survey indicates that TSMC’s COUPE (silicon photonics) development and ecosystem visibility have improved markedly. Furthermore, it’s confirmed that Himax is the exclusive supplier of micro-lens arrays for the first and second generations of COUPE FAUs.”