Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

Himax: Industry Readthrough for Automotives, Notebooks, and Edge AI Applications

Taiwan Tech Weekly: Watch Hon Hai & Zhen Ding Guidance for Servers, AI PCs/Mobiles, and IPhone 16

TechChain Insights: Call with Himax, How New In-Car Displays Can Quadruple Chip Content Per Vehicle

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

Himax Technologies Inc Adr / Equity Bottom-Up

<ul>
<li>Himax 2Q24 Results Showed Continued Margin Strength But Management Provided Cautious Outlook for 3Q24E Amidst Chinese Market Weakness</li>
<li>Himax's AI Sensing and AI/HPC Optical Data Transfer Growth Opportunity for 2025E -- Investments into Obsidian Sensors &amp; FOCI</li>
<li>Himax -- Maintain as a Structural Long; Market Sell-Off Opens Accumulation Opportunity</li>
</ul>


Himax 2Q24 Results Showed Continued Margin Strength But Management Provided Cautious Outlook for 3Q24E Amidst Chinese Market Weakness
Himax's AI Sensing and AI/HPC Optical Data Transfer Growth Opportunity for 2025E -- Investments into Obsidian Sensors &amp; FOCI
Himax -- Maintain as a Structural Long; Market Sell-Off Opens Accumulation Opportunity


Himax Sees China Automotive Market Softening; AI Sensing and AI/HPC Optics Opportunities Expanding