Himax — display driver ICs and CoWoS-adjacent optics
“UDN Money report "殺翻光通訊後 SemiAnalysis 惹議 業界揭其劣跡 許多公司慘遭魔手": - SemiAnalysis, released a report in June, questioning the timing of the launch of the CPO on the grounds of low yield and delay, which caused the photonics sector to collapse. - The agency then partnered with Tema to launch a photonics ETF. - The shares held in the ETF under the trading code LAZR happened to be the photonics stocks t…” post →
| Date | Tweet |
|---|---|
| 2026-07-04T18:02:28 | UDN Money report "殺翻光通訊後 SemiAnalysis 惹議 業界揭其劣跡 許多公司慘遭魔手": - SemiAnalysis, released a report in June, questioning the timing of the launch of the CPO on the grounds of low yield and delay, which caused the photonics sector to collapse. - The agency then partnered with Tema to launch a photonics E… → · 1019 likes · 485,730 views |
| 2026-07-03 | @256_rc -> Writes bearish report, specifically calling out $HIMX and $LITE -> Proceeds to add $HIMX and $LITE their actively managed ETF after they drop -25-40%. op strategy. → · 250 likes · 40,340 views |
| 2026-05-25 | 几个值得重点关注的“实质性垄断”标的: - MSSCORP (6830)：在检测和 CPO 良率把控上构筑了极深的专利护城河。 - $SOI：主导绝缘体上硅 (SOI) 衬底市场。 - NGK (5333)：稳拿薄膜铌酸锂 (TFLN) 晶圆核心技术。 - $AXTI：把控磷化铟 (InP) 衬底等上游关键材料。 像讯芯 (Shunsin) 这类公司其实很难被轻易颠覆，毕竟背靠富士康，而富士康本身就深深扎根于众多核心供应链的腹地 🏭 $SIVE 的逻辑也极其相似。他们已经成功打入 (design in) 了众多顶尖 CPO 架构的设计体系，抱紧了 Ayar、Lightellige… → · 1821 likes · 549,535 views |
| 2026-03-24 | @zephyr_z9 Not really about the balance sheet per say. They're the likely supplier to $HIMX -> $TSM COUPE, and had a semi-monopoly over hybrid resins needed for WLO → · 39 likes · 11,102 views |
| Report | Date | Stance |
|---|---|---|
| #124 — State of the Themes: June 2026 | 2026-06-01 | WATCH |
| #123 — Semis Memo: Supply Chain Inheritance | 2026-05-01 | LONG |
| #119 — Let There Be Light: Revisiting the Optics & AI Connectivity Theme | 2026-03-12 | LONG |
from2028 — cross-site stock view. Rebuilt at publish time.