$HIMX 0.58 Developing

Notable posts

• @StockSavvyShay neutral 1743 eng

  10 WAYS TO PLAY ROBOTICS IN 2026 1. $TER tests AI chips & owns the cobots through Universal Robots 2. $NOVT precision photonics & motion inside surgical & industrial robots 3. $OUST eyes & perception for physical AI machines that need to see & map physical world 4. $HIMX provides vision & display chips that help robots process images, depth & sensor inputs at edge 5. $AMBQ low power edge AI layer for robots & devices that need intelligence without burning massive amounts of energy 6. $ON becomes physical AI edge stack after acquiring $SYNA combining power, sensing, connectivity & edge AI for robotics 7. $SYM warehouse automation pure play using robotics & software to redesign how goods move through fulfillment centers 8. $VPG sits in force sensing & precision measurement layer that helps robots understand pressure, weight & real world movement 9. $TSLA humanoid platform bet with Optimus combining custom hardware, AI inference, autonomy software & real world manufacturing scale 10. $CCXI gives public market exposure to Agility Robotics which is one of clearest pure play humanoid robotics companies through its Digit warehouse robot

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• @BULLOFBRITAIN bearish 498 eng

  The semiconductor thesis may be broken, proceed with caution. Based on a Semianalysis report. > CPO and 800V will be delayed till 2028/29 a huge pushback in the system. > 400V will ramp as planned. > NPO potentially accelerating. This is a big break in the thesis if true. They specifically name caution in investing in companies such as $LITE, $HIMX $NVTS $WOLF Best 400V exposure > $APH > $VRT > $MX > $MPWR Best NPO > $SMTC > $MTSI > $AVGO > $AAOI Copper > $CRDO

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• @wallstengine neutral 36 eng

  $HIMX says one of its equity-method investees agreed to be acquired for $80M cash by an independent semiconductor technology company. Himax owns about 31% of the startup’s fully diluted equity. The company expects to record a $23M to $24M pre-tax gain when the deal closes, currently expected in Q4'26.

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