[討論] 海馬變種馬了
https://finance.yahoo.com/news/himax-soars-20-analyst-predicts-165922253.html
Himax Soars 20% as Analyst Predicts Key Role in Nvidia and TSM's AI Revolution
On Thursday after TF International Securities analyst Ming-Chi Kuo advised Himax
technology (NASDAQ:HIMX) might provide critical technology to Nvidia (NASDAQ:NV
DA) and Taiwan Semiconductor (NYSE:TSM), its stock was up over 20%.
Kuo underlined as key elements for their possible inclusion in the supply chains
for Nvidia's next AI processor, the Rubin series, and Taiwan Semiconductor's Co
-Packaged Optics (CPO), Himax's Wafer-Level Optics (WLO)technology and relations
hip with Fiber Optic Communications (FOCI).
With WLO driving long-term expansion for Himax, CPO is positioned to become a cr
itical chip design for AI servers and high-performance computing systems, Kuo sa
id. Future AI server and high-performance computing architectures are projected
to give transfer efficiency top priority through co-packaged optics, the analyst
also observed, so fully utilizing advances in chip processing capability.
On Thursday, Himax shows double-digit spike in morning trade and a notable incre
ase among mounting hope about the company's possible influence in changing semic
onductor technologies.
太厲害了
光電技術翻身
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