Himax Technologies (HIMX)

Published 2026-03-15 • by fundaai

SemiconductorsCPOSupply ChainBearish
Original Post ↗SEC:
[All][10-K][10-Q]
Market Intel:
Yahoo Finance 📊TradingView 📈Koyfin 🎯

Thesis Summary

The author argues against the CPO-driven bull case for Himax, noting that their strategic partner, FOCI, has been outmaneuvered by Suzhou TFC in the CPO supply chain.

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Detailed Deep Dive

HIMX - where we disagree with Citrini. Citrini put out an excellent report, and we agree with most of it. Our ad was on the Himax bull case. FOCI, Himax’s strategic partner, has been outmaneuvered by Suzhou TFC in commercial execution within the CPO supply chain. This matters for anyone building a Himax position based on the CPO FAU narrative.