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ハイマックス・テクノロジーズ【HIMX】の掲示板

BTCがメインになっますが、まだ18000株保有してます。

アーニングコール確認しました

正直言っていい感じです♪

Q3はコンセンサスクリア

コロナ特需後のだぶついた在庫も正常レベルになりつつある

Currently, we are nearing historical average levels after several quarters of aggressive inventory depletion.

今後アップサイドになりつつあるフレーズも散見

以下例

Himax is poised to enjoy sustainable growth in the automotive market for years to come regardless of auto industry headwinds or macroeconomic challenges.

Thanks to accelerating growth in our automotive business, improved cost structure, normalized inventory levels, favorable product mix, and our emphasis on higher margin, high value-added areas, like Tcon, OLED and AI, we are well positioned to deliver sustainable long term revenue growth and profitability.

特に👇に注目 several tech giants 🤔

Next on our progress on LCoS. Following the unveiling of our cutting-edge Color Sequential Front-Lit LCoS microdisplay at the Display Week in May, several tech giants in the industry have shifted their focus away from micro-LED to our Front-Lit LCoS for their AR goggles. This shift is demonstrative of our exceptional achievements in both performance and functionality, marked by breakthroughs not only in the luminance performance in full RGB color, but also in terms of superior optical efficiency, tiny form factor and ultra-lightweight design. These factors are critical and represent technological advancements that can readily meet rigorous requirements to support next generation see-through goggles.