AR And CPO OpportunitiesCo-Packed Optics and AR opportunities, which reach to the core of Himax's technology capabilities, represent secular growth vectors making Himax worth revisiting as a medium-term speculative investment.
Business ExpansionHimax is expanding its non-driver IC business by tapping the growing cloud AI and edge AI markets, which bodes well for top-line growth and margin expansion.
Revenue GrowthHimax's non-driver IC business is poised to surpass traditional DDIC as the main profit driver, with expected significant revenue growth.